Worth Asset Management, LLC Quant / Systematic

CIK: 0001927285 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 7, 2022

Total Value ($000): $136,622 (100.0% shares, 0.0% debt)

Holdings (472)

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 21.4%
Value ($000) $29,290 Shares 292,112 Est. Cost $100.23 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 14.6%
Value ($000) $19,905 Shares 217,298 Est. Cost $91.48 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 13.6%
Value ($000) $18,618 Shares 625,206 Est. Cost $27.96 Unrealized
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 3.6%
Value ($000) $4,977 Shares 46,714 Est. Cost $113.90 Unrealized
SJB PROSHARES SHORT HIGH YIELD 3.0%
Value ($000) $4,104 Shares 205,118 Est. Cost $19.61 Unrealized
TBF PROSHARES SHORT 20 YEAR TREASURY 2.7%
Value ($000) $3,659 Shares 164,056 Est. Cost $21.45 Unrealized
MLPA GLOBAL X MLP ETF 2.2%
Value ($000) $2,995 Shares 75,937 Est. Cost $39.44 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $2,881 Shares 20,841 Est. Cost $164.84 Unrealized -6.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.1%
Value ($000) $2,834 Shares 42,655 Est. Cost $69.79 Unrealized
EFZ PROSHARES SHORT MSCI EAFE 1.9%
Value ($000) $2,642 Shares 111,609 Est. Cost $23.67 Unrealized
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 1.9%
Value ($000) $2,602 Shares 76,702 Est. Cost $33.92 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 1.7%
Value ($000) $2,274 Shares 140,589 Est. Cost $18.60 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 1.6%
Value ($000) $2,229 Shares 116,756 Est. Cost $19.09 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 1.5%
Value ($000) $2,002 Shares 13,014 Est. Cost $172.67 Unrealized
IMVP INVESCO INDIA ETF 1.4%
Value ($000) $1,930 Shares 81,954 Est. Cost $23.55 Unrealized
BTAL AGFIQ US MARKET NEUTRAL ANTI-BETA FUND 1.3%
Value ($000) $1,730 Shares 85,048 Est. Cost $21.29 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.1%
Value ($000) $1,454 Shares 72,003 Est. Cost $20.36 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 1.0%
Value ($000) $1,423 Shares 22,502 Est. Cost $63.29 Unrealized
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.9%
Value ($000) $1,177 Shares 17,255 Est. Cost $57.00 Unrealized
COMB GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF 0.8%
Value ($000) $1,095 Shares 37,943 Est. Cost $32.43 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $959 Shares 4,119 Est. Cost $277.97 Unrealized -7.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $930 Shares 7,831 Est. Cost $121.85 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.7%
Value ($000) $897 Shares 2,514 Est. Cost $387.37 Unrealized
TRN TRINITY INDS INC COM 0.4%
Value ($000) $540 Shares 25,300 Est. Cost $26.19 Unrealized -19.2%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value ($000) $533 Shares 11,043 Est. Cost $48.45 Unrealized
BNY MELLON STRATEGIC MUNS INC COM 0.4%
Value ($000) $520 Shares 85,504 Est. Cost $6.72 Unrealized
PGX INVESCO PREFERRED ETF 0.4%
Value ($000) $518 Shares 43,537 Est. Cost $12.11 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.4%
Value ($000) $516 Shares 11,399 Est. Cost $46.75 Unrealized
WING WINGSTOP INC COM 0.4%
Value ($000) $502 Shares 4,000 Est. Cost $141.78 Unrealized -15.7%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $481 Shares 1,341 Est. Cost $393.74 Unrealized
ACA ARCOSA INC COM 0.3%
Value ($000) $460 Shares 8,042 Est. Cost $50.97 Unrealized +7.8%
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.3%
Value ($000) $432 Shares 11,570 Est. Cost $49.18 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $403 Shares 2,245 Est. Cost $195.55 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $374 Shares 1,398 Est. Cost $291.56 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $359 Shares 711 Est. Cost $451.42 Unrealized +9.7%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $315 Shares 6,540 Est. Cost $50.45 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $305 Shares 16,449 Est. Cost $21.16 Unrealized
PROSHARES SHORT MSCI EMERGING MARKETS 0.2%
Value ($000) $302 Shares 17,787 Est. Cost $16.98 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.2%
Value ($000) $287 Shares 9,065 Est. Cost $32.84 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $262 Shares 6,188 Est. Cost $46.39 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $262 Shares 1,693 Est. Cost $157.28 Unrealized -3.6%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $260 Shares 2,976 Est. Cost $67.89 Unrealized +19.8%
MET METLIFE INC COM 0.2%
Value ($000) $259 Shares 4,269 Est. Cost $60.10 Unrealized -4.1%
V VISA INC COM CL A 0.2%
Value ($000) $258 Shares 1,450 Est. Cost $210.05 Unrealized -5.6%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.2%
Value ($000) $247 Shares 15,475 Est. Cost $17.48 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $245 Shares 1,830 Est. Cost $126.41 Unrealized +0.6%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $241 Shares 13,760 Est. Cost $19.12 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.2%
Value ($000) $237 Shares 5,931 Est. Cost $39.99 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $235 Shares 15,409 Est. Cost $17.72 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $222 Shares 2,827 Est. Cost $72.07 Unrealized +7.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $222 Shares 1,990 Est. Cost $123.12 Unrealized
ENCORE WIRE CORP COM 0.2%
Value ($000) $213 Shares 1,841 Est. Cost $123.01 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $208 Shares 1,271 Est. Cost $151.80 Unrealized +0.7%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $205 Shares 4,700 Est. Cost $50.63 Unrealized -20.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $202 Shares 950 Est. Cost $204.81 Unrealized +3.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $197 Shares 1,743 Est. Cost $126.59 Unrealized -0.1%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $194 Shares 9,151 Est. Cost $21.25 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $189 Shares 685 Est. Cost $312.49 Unrealized -13.4%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.1%
Value ($000) $189 Shares 5,024 Est. Cost $37.62 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $186 Shares 2,835 Est. Cost $69.95 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $185 Shares 2,490 Est. Cost $77.11 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $184 Shares 3,041 Est. Cost $61.17 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $168 Shares 1,760 Est. Cost $111.39 Unrealized -1.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $165 Shares 6,900 Est. Cost $25.80 Unrealized
SIMPLIFY MACRO STRATEGY ETF 0.1%
Value ($000) $165 Shares 6,932 Est. Cost $23.80 Unrealized
EATON VANCE TAX MNGD BUY WRITE COM SH BEN INT 0.1%
Value ($000) $163 Shares 18,185 Est. Cost $9.69 Unrealized
ARROW DWA TACTICAL: MACRO ETF 0.1%
Value ($000) $155 Shares 14,733 Est. Cost $10.52 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.1%
Value ($000) $154 Shares 14,940 Est. Cost $11.84 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $154 Shares 1,606 Est. Cost $95.89 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $147 Shares 13,365 Est. Cost $10.71 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $146 Shares 1,097 Est. Cost $147.33 Unrealized -9.5%
BNY MELLON STRATEGIC MUN BD FD COM 0.1%
Value ($000) $144 Shares 25,429 Est. Cost $6.39 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $140 Shares 1,734 Est. Cost $93.67 Unrealized -13.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $140 Shares 2,727 Est. Cost $56.24 Unrealized
INVESCO MUN OPPORTUNITY TR COM 0.1%
Value ($000) $137 Shares 15,030 Est. Cost $10.31 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $136 Shares 2,884 Est. Cost $50.79 Unrealized
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF 0.1%
Value ($000) $132 Shares 3,206 Est. Cost $54.58 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.1%
Value ($000) $130 Shares 12,950 Est. Cost $11.35 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.1%
Value ($000) $127 Shares 11,183 Est. Cost $12.52 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $127 Shares 2,142 Est. Cost $59.56 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $126 Shares 1,210 Est. Cost $133.66 Unrealized -21.0%
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $126 Shares 3,300 Est. Cost $35.00 Unrealized +4.3%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.1%
Value ($000) $122 Shares 7,491 Est. Cost $23.20 Unrealized -19.7%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $120 Shares 3,430 Est. Cost $35.12 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $115 Shares 1,408 Est. Cost $86.76 Unrealized -3.4%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.1%
Value ($000) $113 Shares 4,482 Est. Cost $25.12 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $113 Shares 6,605 Est. Cost $17.11 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $113 Shares 426 Est. Cost $290.72 Unrealized -3.9%
TXT TEXTRON INC COM 0.1%
Value ($000) $111 Shares 1,900 Est. Cost $71.91 Unrealized -12.1%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $111 Shares 2,750 Est. Cost $42.99 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $110 Shares 5,017 Est. Cost $22.43 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $109 Shares 2,705 Est. Cost $37.13 Unrealized -11.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $103 Shares 1,216 Est. Cost $85.95 Unrealized -8.8%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $102 Shares 2,850 Est. Cost $34.15 Unrealized +0.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $97 Shares 1,000 Est. Cost $115.36 Unrealized -13.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $97 Shares 1,930 Est. Cost $53.73 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $97 Shares 700 Est. Cost $155.71 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $97 Shares 737 Est. Cost $123.52 Unrealized -4.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $95 Shares 1,165 Est. Cost $83.17 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.1%
Value ($000) $95 Shares 14,300 Est. Cost $7.13 Unrealized
LGH HCM DEFENDER 500 INDEX ETF 0.1%
Value ($000) $94 Shares 2,825 Est. Cost $34.01 Unrealized
XMHIX PIONEER MUNICIPAL HIGH INCOME COM SHS 0.1%
Value ($000) $93 Shares 11,295 Est. Cost $9.74 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $92 Shares 401 Est. Cost $215.98 Unrealized +6.2%
KMLM KFA MOUNT LUCAS INDEX STRATEGY ETF 0.1%
Value ($000) $92 Shares 2,390 Est. Cost $34.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $90 Shares 763 Est. Cost $116.99 Unrealized -1.2%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.1%
Value ($000) $89 Shares 1,455 Est. Cost $61.97 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $88 Shares 2,890 Est. Cost $31.77 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $86 Shares 800 Est. Cost $123.78 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $86 Shares 1,000 Est. Cost $69.85 Unrealized +15.1%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $84 Shares 3,140 Est. Cost $46.64 Unrealized -27.1%
IPATH PURE BETA CRUDE OIL ETN 0.1%
Value ($000) $83 Shares 2,950 Est. Cost $33.90 Unrealized
RRC RANGE RES CORP COM 0.1%
Value ($000) $80 Shares 3,167 Est. Cost $22.82 Unrealized +32.6%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $77 Shares 599 Est. Cost $143.57 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.1%
Value ($000) $77 Shares 4,484 Est. Cost $18.41 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $76 Shares 592 Est. Cost $44.59 Unrealized -5.8%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $75 Shares 1,050 Est. Cost $78.10 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $74 Shares 158 Est. Cost $387.65 Unrealized +16.3%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $74 Shares 2,000 Est. Cost $33.29 Unrealized +1.6%
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $72 Shares 6,920 Est. Cost $14.32 Unrealized
DWS MUNICIPAL INCOME 0.1%
Value ($000) $70 Shares 8,380 Est. Cost $9.19 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $70 Shares 246 Est. Cost $351.61 Unrealized -7.5%
PIONEER NAT RES CO COM 0.1%
Value ($000) $70 Shares 324 Est. Cost $250.81 Unrealized
DWSH ADVISORSHARES DORSEY WRIGHT SHORT ETF 0.1%
Value ($000) $70 Shares 6,317 Est. Cost $10.75 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $69 Shares 557 Est. Cost $138.24 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $69 Shares 2,234 Est. Cost $40.90 Unrealized -14.8%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $66 Shares 523 Est. Cost $142.14 Unrealized -8.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $65 Shares 168 Est. Cost $365.10 Unrealized +4.3%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $64 Shares 8,735 Est. Cost $10.35 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $63 Shares 5,723 Est. Cost $12.80 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $63 Shares 231 Est. Cost $481.10 Unrealized -21.4%
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $62 Shares 3,405 Est. Cost $20.26 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $61 Shares 6,210 Est. Cost $10.81 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $60 Shares 115 Est. Cost $490.58 Unrealized +2.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $59 Shares 1,622 Est. Cost $36.26 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $59 Shares 39 Est. Cost $30.23 Unrealized +2.5%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $57 Shares 464 Est. Cost $23.97 Unrealized -34.2%
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $54 Shares 9,022 Est. Cost $6.88 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $54 Shares 347 Est. Cost $163.34 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $54 Shares 770 Est. Cost $70.13 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $52 Shares 2,360 Est. Cost $22.88 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $52 Shares 542 Est. Cost $101.70 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $52 Shares 2,469 Est. Cost $21.06 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $51 Shares 532 Est. Cost $92.00 Unrealized -4.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $50 Shares 736 Est. Cost $66.54 Unrealized +0.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $49 Shares 734 Est. Cost $83.34 Unrealized -14.6%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $48 Shares 405 Est. Cost $107.91 Unrealized -0.4%
PROSHARES ULTRASHORT S&P500 0.0%
Value ($000) $48 Shares 877 Est. Cost $54.73 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $48 Shares 1,068 Est. Cost $67.70 Unrealized -26.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $48 Shares 4,210 Est. Cost $15.97 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $47 Shares 394 Est. Cost $127.02 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $46 Shares 3,500 Est. Cost $13.07 Unrealized -12.7%
PROSHARES SHORT QQQ 0.0%
Value ($000) $45 Shares 3,080 Est. Cost $14.51 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $45 Shares 301 Est. Cost $186.58 Unrealized -23.4%
T AT&T INC COM 0.0%
Value ($000) $45 Shares 2,911 Est. Cost $15.92 Unrealized -5.2%
QQH HCM DEFENDER 100 INDEX ETF 0.0%
Value ($000) $44 Shares 1,230 Est. Cost $35.80 Unrealized
NEUBERGER BERMAN HIGH YIELD ST COM 0.0%
Value ($000) $44 Shares 5,620 Est. Cost $8.90 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $44 Shares 1,850 Est. Cost $23.78 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $44 Shares 544 Est. Cost $80.88 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $43 Shares 750 Est. Cost $46.67 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 417 Est. Cost $103.12 Unrealized
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $43 Shares 2,016 Est. Cost $32.74 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 770 Est. Cost $64.94 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $42 Shares 2,305 Est. Cost $19.90 Unrealized
RISR FOLIOBEYOND RISING RATES ETF 0.0%
Value ($000) $42 Shares 1,339 Est. Cost $32.46 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $42 Shares 2,340 Est. Cost $20.94 Unrealized
OPER CLEARSHARES ULTRA-SHORT MATURITY ETF 0.0%
Value ($000) $42 Shares 421 Est. Cost $99.76 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $40 Shares 650 Est. Cost $54.99 Unrealized -21.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $40 Shares 700 Est. Cost $62.37 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $40 Shares 2,372 Est. Cost $12.44 Unrealized +0.2%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $40 Shares 500 Est. Cost $92.00 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $38 Shares 950 Est. Cost $48.49 Unrealized -18.8%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $38 Shares 2,510 Est. Cost $15.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $37 Shares 140 Est. Cost $323.46 Unrealized -12.0%
MFS INVT GRADE MUN TR SH BEN INT 0.0%
Value ($000) $36 Shares 5,313 Est. Cost $7.68 Unrealized
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $36 Shares 7,520 Est. Cost $5.65 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $83.37 Unrealized -20.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $35 Shares 504 Est. Cost $56.83 Unrealized +9.6%
XHNWX PIONEER DIVERSIFIED HIGH INC COM 0.0%
Value ($000) $35 Shares 3,440 Est. Cost $11.63 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.0%
Value ($000) $35 Shares 1,695 Est. Cost $20.65 Unrealized
PIMCO STRATEGIC INCOME FD COM 0.0%
Value ($000) $35 Shares 7,480 Est. Cost $5.08 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $34 Shares 121 Est. Cost $218.34 Unrealized +21.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $34 Shares 1,213 Est. Cost $31.16 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $34 Shares 493 Est. Cost $68.97 Unrealized
TAGS TEUCRIUM AGRICULTURAL FUND 0.0%
Value ($000) $33 Shares 1,060 Est. Cost $34.32 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $33 Shares 901 Est. Cost $35.90 Unrealized -6.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $33 Shares 70 Est. Cost $500.83 Unrealized -0.6%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $33 Shares 410 Est. Cost $73.20 Unrealized +3.0%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $13.60 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $32 Shares 840 Est. Cost $40.19 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $31 Shares 310 Est. Cost $103.23 Unrealized
EUO PROSHARES ULTRASHORT EURO 0.0%
Value ($000) $30 Shares 870 Est. Cost $34.48 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $30 Shares 495 Est. Cost $41.76 Unrealized +45.3%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.39 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $29 Shares 650 Est. Cost $38.52 Unrealized -19.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $29 Shares 3,435 Est. Cost $11.53 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $29 Shares 564 Est. Cost $57.75 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $28 Shares 690 Est. Cost $40.58 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $115.07 Unrealized +17.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 329 Est. Cost $89.05 Unrealized
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $26 Shares 930 Est. Cost $33.19 Unrealized
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $26 Shares 151 Est. Cost $172.99 Unrealized +6.2%
LBAY LEATHERBACK LONG/SHORT ALTERNATIVE YIELD ETF 0.0%
Value ($000) $26 Shares 1,025 Est. Cost $27.32 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $25 Shares 341 Est. Cost $73.31 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $25 Shares 552 Est. Cost $50.23 Unrealized -3.3%
NKE NIKE INC CL B 0.0%
Value ($000) $25 Shares 301 Est. Cost $131.94 Unrealized -23.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $25 Shares 120 Est. Cost $252.93 Unrealized -11.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $24 Shares 800 Est. Cost $30.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $24 Shares 580 Est. Cost $46.55 Unrealized
UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $24 Shares 1,030 Est. Cost $22.40 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $166.57 Unrealized -3.9%
TPR TAPESTRY INC COM 0.0%
Value ($000) $24 Shares 852 Est. Cost $30.37 Unrealized 0.0%
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $20.00 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $23 Shares 525 Est. Cost $42.47 Unrealized -4.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $22 Shares 195 Est. Cost $153.59 Unrealized -17.3%
PPL PPL CORP COM 0.0%
Value ($000) $22 Shares 875 Est. Cost $24.69 Unrealized +3.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $21 Shares 284 Est. Cost $77.05 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $21 Shares 305 Est. Cost $68.85 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $21 Shares 204 Est. Cost $115.96 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $21 Shares 70 Est. Cost $319.80 Unrealized -7.1%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $20 Shares 720 Est. Cost $31.94 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $20 Shares 136 Est. Cost $127.47 Unrealized +4.2%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $20 Shares 3,890 Est. Cost $8.62 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $73.33 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $20 Shares 1,770 Est. Cost $8.63 Unrealized -1.1%
PIMCO GLOBAL STOCKSPLS INCM FD COM 0.0%
Value ($000) $19 Shares 2,940 Est. Cost $7.82 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $19 Shares 160 Est. Cost $112.50 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $19 Shares 50 Est. Cost $460.00 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $17 Shares 62 Est. Cost $282.81 Unrealized -2.5%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $17 Shares 1,150 Est. Cost $14.78 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $17 Shares 557 Est. Cost $23.35 Unrealized +17.3%
CION CION INVT CORP COM 0.0%
Value ($000) $17 Shares 2,043 Est. Cost $5.97 Unrealized -7.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $17 Shares 168 Est. Cost $117.86 Unrealized
REMX VANECK RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $84.09 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $107.20 Unrealized -18.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $17 Shares 169 Est. Cost $89.19 Unrealized +5.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $17 Shares 45 Est. Cost $112.05 Unrealized -19.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $16 Shares 975 Est. Cost $14.63 Unrealized -4.9%
MATTERPORT INC COM CL A 0.0%
Value ($000) $16 Shares 4,130 Est. Cost $4.62 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $16 Shares 102 Est. Cost $177.17 Unrealized -9.4%
CDW CDW CORP COM 0.0%
Value ($000) $16 Shares 103 Est. Cost $174.21 Unrealized -5.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $15 Shares 450 Est. Cost $31.03 Unrealized +1.4%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $15 Shares 310 Est. Cost $107.89 Unrealized -43.1%
HAS HASBRO INC COM 0.0%
Value ($000) $15 Shares 225 Est. Cost $79.36 Unrealized -14.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 74 Est. Cost $198.00 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $212.63 Unrealized -21.2%
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $10.00 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 320 Est. Cost $70.89 Unrealized -31.1%
EOG EOG RES INC COM 0.0%
Value ($000) $14 Shares 124 Est. Cost $97.66 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $12.94 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $14 Shares 41 Est. Cost $248.50 Unrealized +24.0%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $13 Shares 2,040 Est. Cost $7.35 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $13 Shares 140 Est. Cost $112.04 Unrealized -1.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 132 Est. Cost $79.66 Unrealized +10.7%
HPK HIGHPEAK ENERGY INC COM 0.0%
Value ($000) $13 Shares 592 Est. Cost $28.07 Unrealized -19.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $13 Shares 147 Est. Cost $142.81 Unrealized -27.2%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.75 Unrealized -11.3%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $12 Shares 72 Est. Cost $88.53 Unrealized -2.2%
DXPE DXP ENTERPRISES INC COM NEW 0.0%
Value ($000) $12 Shares 500 Est. Cost $28.38 Unrealized +1.0%
EXC EXELON CORP COM 0.0%
Value ($000) $12 Shares 332 Est. Cost $38.15 Unrealized +2.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $12 Shares 129 Est. Cost $141.24 Unrealized -26.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $12 Shares 109 Est. Cost $76.96 Unrealized +29.1%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $30.00 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $151.24 Unrealized -1.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $54.09 Unrealized +3.1%
NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS 0.0%
Value ($000) $11 Shares 1,110 Est. Cost $9.91 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 115 Est. Cost $132.78 Unrealized -33.4%
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND 0.0%
Value ($000) $10 Shares 250 Est. Cost $44.00 Unrealized
PBF LOGISTICS LP UNIT LTD PTNR 0.0%
Value ($000) $10 Shares 517 Est. Cost $14.11 Unrealized
JOE ST JOE CO COM 0.0%
Value ($000) $10 Shares 315 Est. Cost $51.72 Unrealized -25.1%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $226.23 Unrealized +6.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
KARS KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF 0.0%
Value ($000) $10 Shares 326 Est. Cost $30.67 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $9 Shares 263 Est. Cost $43.32 Unrealized -26.6%
VSAT VIASAT INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $46.02 Unrealized -27.3%
QURE UNIQURE NV SHS 0.0%
Value ($000) $9 Shares 500 Est. Cost $17.46 Unrealized +20.4%
MVO MV OIL TR TR UNITS 0.0%
Value ($000) $9 Shares 750 Est. Cost $9.33 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $9 Shares 251 Est. Cost $39.84 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $102.15 Unrealized -11.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $9 Shares 109 Est. Cost $91.74 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $9 Shares 201 Est. Cost $47.19 Unrealized -0.1%
SM SM ENERGY CO COM 0.0%
Value ($000) $9 Shares 227 Est. Cost $36.34 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $9 Shares 225 Est. Cost $50.28 Unrealized -20.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 92 Est. Cost $105.48 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $9 Shares 300 Est. Cost $53.76 Unrealized -35.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $230.34 Unrealized -12.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $227.78 Unrealized +3.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $35.96 Unrealized -23.2%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $9 Shares 185 Est. Cost $54.05 Unrealized
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $15.69 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $9 Shares 200 Est. Cost $51.43 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $47.25 Unrealized +51.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $8 Shares 152 Est. Cost $58.65 Unrealized -3.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $8 Shares 218 Est. Cost $58.40 Unrealized -28.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $214.65 Unrealized -0.0%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $8 Shares 255 Est. Cost $28.01 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $217.37 Unrealized +0.2%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $8 Shares 53 Est. Cost $190.28 Unrealized -15.2%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $8 Shares 1,550 Est. Cost $6.14 Unrealized -25.7%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.50 Unrealized -13.8%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.53 Unrealized -19.5%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.27 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $8 Shares 23 Est. Cost $363.01 Unrealized -10.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $7 Shares 3,500 Est. Cost $3.53 Unrealized -33.1%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $7 Shares 350 Est. Cost $22.86 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.91 Unrealized +2.1%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $7 Shares 940 Est. Cost $20.22 Unrealized -52.1%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $337.77 Unrealized -41.4%
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $7 Shares 700 Est. Cost $9.38 Unrealized -9.2%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $99.21 Unrealized +6.2%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $243.52 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $7 Shares 191 Est. Cost $39.04 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $7 Shares 250 Est. Cost $37.88 Unrealized -18.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $7 Shares 253 Est. Cost $38.19 Unrealized -21.9%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 710 Est. Cost $7.45 Unrealized +14.7%
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $6 Shares 510 Est. Cost $11.54 Unrealized -6.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $120.97 Unrealized +10.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 70 Est. Cost $84.62 Unrealized -11.1%
ITERIS INC NEW COM 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.50 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $72.73 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $6 Shares 350 Est. Cost $22.86 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value ($000) $6 Shares 124 Est. Cost $47.27 Unrealized +14.2%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $6 Shares 64 Est. Cost $157.45 Unrealized -29.6%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.74 Unrealized -2.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $202.51 Unrealized +8.2%
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $6 Shares 400 Est. Cost $26.83 Unrealized -36.1%
EDGIO INC COM 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $3.25 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $213.37 Unrealized -14.5%
RINF PROSHARES INFLATION EXPECTATIONS ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.55 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $6 Shares 460 Est. Cost $45.12 Unrealized -57.6%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $6 Shares 344 Est. Cost $26.15 Unrealized -12.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $90.91 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $114.02 Unrealized +0.3%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $6 Shares 197 Est. Cost $35.53 Unrealized
PDC ENERGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $6 Shares 255 Est. Cost $37.66 Unrealized -25.4%
META META PLATFORMS INC CL A 0.0%
Value ($000) $5 Shares 35 Est. Cost $248.19 Unrealized -35.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $5 Shares 460 Est. Cost $27.43 Unrealized -50.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $59.52 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $43.35 Unrealized -14.2%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $145.63 Unrealized -14.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $55.08 Unrealized -12.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $5 Shares 418 Est. Cost $13.93 Unrealized
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $5 Shares 900 Est. Cost $6.40 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $236.82 Unrealized -7.5%
FISKER INC CL A COM STK 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.00 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $394.19 Unrealized -11.8%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $90.91 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $119.38 Unrealized -28.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $79.21 Unrealized +10.0%
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.46 Unrealized -25.4%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $68.81 Unrealized -30.2%
SCYNEXIS INC COM NEW 0.0%
Value ($000) $4 Shares 1,600 Est. Cost $1.88 Unrealized
KALEYRA INC COM 0.0%
Value ($000) $4 Shares 4,550 Est. Cost $3.33 Unrealized
SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.22 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.47 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.84 Unrealized -18.0%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 164 Est. Cost $46.18 Unrealized -30.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $112.18 Unrealized -14.2%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $77.38 Unrealized -48.5%
PATH UIPATH INC CL A 0.0%
Value ($000) $4 Shares 350 Est. Cost $33.70 Unrealized -47.9%
ADEA ADEIA INC COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $6.34 Unrealized 0.0%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX-AGRICULTURE TOTAL RETURN ETN 0.0%
Value ($000) $4 Shares 405 Est. Cost $11.07 Unrealized
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $4 Shares 100 Est. Cost $59.89 Unrealized -22.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $108.39 Unrealized +0.3%
IQ GLOBAL RESOURCES ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.15 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $47.62 Unrealized
MGNI MAGNITE INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.22 Unrealized -21.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
GSSC GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.13 Unrealized -13.4%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $73.42 Unrealized +4.9%
SACH SACHEM CAP CORP COM 0.0%
Value ($000) $3 Shares 1,050 Est. Cost $4.44 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $3.98 Unrealized +50.6%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $24.44 Unrealized -71.6%
CDNA CAREDX INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $21.46 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $216.03 Unrealized -9.4%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $3 Shares 133 Est. Cost $19.24 Unrealized +28.5%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 39 Est. Cost $88.89 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.62 Unrealized +10.7%
LYRA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 650 Est. Cost $4.62 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 42 Est. Cost $81.73 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $125.50 Unrealized -13.5%
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF GENOMICS IMMUNOLOGY AND HEAL 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $275.28 Unrealized 0.0%
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.27 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.00 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $23.35 Unrealized -54.4%
KO COCA COLA CO COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $54.06 Unrealized +3.7%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.26 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 48 Est. Cost $79.89 Unrealized -44.7%
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.38 Unrealized -10.7%
BIOXCEL THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.43 Unrealized
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.29 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $19.08 Unrealized -24.8%
AEO AMERICAN EAGLE OUTFITTERS INC COM 0.0%
Value ($000) $2 Shares 254 Est. Cost $18.74 Unrealized -43.3%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $75.25 Unrealized -65.0%
EMIF ISHARES EMERGING MARKETS INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.53 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $69.63 Unrealized +6.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 21 Est. Cost $77.02 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.40 Unrealized -41.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.14 Unrealized -23.1%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $1 Shares 75 Est. Cost $26.67 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.49 Unrealized -3.8%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $1.33 Unrealized
DIGITAL MEDIA SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
MOLECULAR TEMPLATES INC COM 0.0%
Value ($000) $1 Shares 900 Est. Cost $1.11 Unrealized
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.74 Unrealized -20.3%
FORTRESS TRANS INFRST INVS LLC CL A COM SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $147.13 Unrealized -67.4%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.80 Unrealized -31.9%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $73.10 Unrealized -43.6%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.55 Unrealized +3.1%
DGP DB GOLD DOUBLE LONG EXCHANGE TRADED NOTES 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $41.62 Unrealized -30.1%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.49 Unrealized +5.2%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $14.19 Unrealized +4.1%
BRIGHAM MINERALS INC CL A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CHINA PETROLEUM & CHEMICAL CRP SPON ADR H SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $63.43 Unrealized +14.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.05 Unrealized -30.9%
ARMOR US EQUITY INDEX ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $1 Shares 145 Est. Cost $13.79 Unrealized
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
ENDRA LIFE SCIENCES INC COM 0.0%
Value ($000) $1 Shares 4,200 Est. Cost $0.24 Unrealized
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.83 Unrealized -15.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.07 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
STRATA SKIN SCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.47 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TWITTER INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $0 Shares 90 Est. Cost Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.12 Unrealized -48.3%
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.75 Unrealized +24.0%
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $233.56 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.17 Unrealized -26.4%
REKR REKOR SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 240 Est. Cost $4.71 Unrealized -67.7%
TMFS MOTLEY FOOL SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.97 Unrealized +5.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BROADMARK RLTY CAP INC COM 0.0%
Value ($000) $0 Shares 95 Est. Cost $10.53 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.16 Unrealized -37.5%
LHA MARKET STATE ALPHA SEEKER ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.32 Unrealized -19.7%
KALA PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized