Worth Asset Management, LLC Quant / Systematic

CIK: 0001927285 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 12, 2023

Total Value ($000): $131,662 (100.0% shares, 0.0% debt)

Holdings (481)

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 27.3%
Value ($000) $35,903 Shares 356,957 Est. Cost $100.24 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 7.4%
Value ($000) $9,788 Shares 106,599 Est. Cost $91.48 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 4.7%
Value ($000) $6,222 Shares 56,308 Est. Cost $110.08 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 3.0%
Value ($000) $3,976 Shares 53,854 Est. Cost $71.83 Unrealized
AAPL APPLE INC COM 2.7%
Value ($000) $3,555 Shares 21,561 Est. Cost $163.96 Unrealized -11.3%
SJB PROSHARES SHORT HIGH YIELD 2.5%
Value ($000) $3,314 Shares 180,506 Est. Cost $19.28 Unrealized
PROSHARES SHORT REAL ESTATE 2.5%
Value ($000) $3,227 Shares 161,194 Est. Cost $20.33 Unrealized
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 1.7%
Value ($000) $2,270 Shares 111,257 Est. Cost $21.25 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 1.7%
Value ($000) $2,235 Shares 85,743 Est. Cost $27.96 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 1.7%
Value ($000) $2,201 Shares 66,129 Est. Cost $33.28 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 1.6%
Value ($000) $2,163 Shares 44,332 Est. Cost $48.27 Unrealized
KRANESHARES QUADRATIC DEFLATION ETF 1.3%
Value ($000) $1,691 Shares 106,803 Est. Cost $15.83 Unrealized
FXE INVESCO CURRENCYSHARES EURO TRUST 1.3%
Value ($000) $1,665 Shares 16,619 Est. Cost $100.18 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.2%
Value ($000) $1,608 Shares 12,184 Est. Cost $132.01 Unrealized
RWM PROSHARES SHORT RUSSELL2000 1.2%
Value ($000) $1,601 Shares 66,775 Est. Cost $24.60 Unrealized
PROSHARES SHORT MSCI EMERGING MARKETS 1.2%
Value ($000) $1,542 Shares 104,635 Est. Cost $15.21 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 1.1%
Value ($000) $1,496 Shares 79,263 Est. Cost $17.63 Unrealized
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 1.0%
Value ($000) $1,377 Shares 34,727 Est. Cost $42.60 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 1.0%
Value ($000) $1,315 Shares 56,923 Est. Cost $22.92 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,238 Shares 4,295 Est. Cost $276.45 Unrealized -9.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.9%
Value ($000) $1,227 Shares 22,949 Est. Cost $53.47 Unrealized
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $1,222 Shares 6,570 Est. Cost $160.30 Unrealized +0.7%
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 0.9%
Value ($000) $1,184 Shares 9,974 Est. Cost $118.73 Unrealized
TRN TRINITY INDS INC COM 0.8%
Value ($000) $1,054 Shares 43,268 Est. Cost $25.06 Unrealized -6.4%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $988 Shares 2,414 Est. Cost $387.37 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.7%
Value ($000) $951 Shares 5,579 Est. Cost $171.95 Unrealized
ACA ARCOSA INC COM 0.7%
Value ($000) $948 Shares 15,029 Est. Cost $54.36 Unrealized +7.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $903 Shares 16,547 Est. Cost $54.87 Unrealized
GLD SPDR GOLD SHARES 0.7%
Value ($000) $877 Shares 4,789 Est. Cost $179.12 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.7%
Value ($000) $874 Shares 7,976 Est. Cost $109.61 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.6%
Value ($000) $845 Shares 16,751 Est. Cost $49.93 Unrealized
PROSHARES SHORT S&P500 0.6%
Value ($000) $779 Shares 51,960 Est. Cost $15.00 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $676 Shares 3,312 Est. Cost $194.14 Unrealized
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.5%
Value ($000) $654 Shares 10,729 Est. Cost $60.08 Unrealized
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $610 Shares 1,900 Est. Cost $309.74 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $551 Shares 1,341 Est. Cost $393.74 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $440 Shares 2,917 Est. Cost $121.85 Unrealized
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $435 Shares 37,901 Est. Cost $12.10 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.3%
Value ($000) $427 Shares 8,544 Est. Cost $50.03 Unrealized
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $419 Shares 11,223 Est. Cost $37.31 Unrealized
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $418 Shares 18,900 Est. Cost $19.94 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $417 Shares 1,851 Est. Cost $209.05 Unrealized +4.2%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $416 Shares 4,174 Est. Cost $99.53 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $400 Shares 22,408 Est. Cost $17.76 Unrealized
SCHP SCHWAB US TIPS ETF 0.3%
Value ($000) $390 Shares 7,277 Est. Cost $53.61 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.3%
Value ($000) $378 Shares 8,066 Est. Cost $46.76 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.3%
Value ($000) $369 Shares 17,743 Est. Cost $20.40 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $368 Shares 3,355 Est. Cost $72.24 Unrealized +38.7%
WING WINGSTOP INC COM 0.3%
Value ($000) $367 Shares 2,000 Est. Cost $141.78 Unrealized +15.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $364 Shares 3,419 Est. Cost $104.98 Unrealized
DWSH ADVISORSHARES DORSEY WRIGHT SHORT ETF 0.3%
Value ($000) $342 Shares 37,709 Est. Cost $10.01 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.3%
Value ($000) $335 Shares 10,736 Est. Cost $32.57 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.3%
Value ($000) $331 Shares 6,956 Est. Cost $46.89 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $330 Shares 699 Est. Cost $452.37 Unrealized +1.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $329 Shares 4,497 Est. Cost $69.79 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $326 Shares 6,734 Est. Cost $47.08 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $315 Shares 4,641 Est. Cost $67.84 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $314 Shares 17,184 Est. Cost $20.39 Unrealized -9.0%
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $308 Shares 9,512 Est. Cost $32.10 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $306 Shares 5,218 Est. Cost $58.69 Unrealized
EFZ PROSHARES SHORT MSCI EAFE 0.2%
Value ($000) $302 Shares 16,360 Est. Cost $23.67 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $290 Shares 8,334 Est. Cost $33.88 Unrealized
IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF 0.2%
Value ($000) $280 Shares 12,312 Est. Cost $22.72 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $277 Shares 1,741 Est. Cost $126.41 Unrealized +9.3%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $272 Shares 6,638 Est. Cost $41.84 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.2%
Value ($000) $264 Shares 12,156 Est. Cost $21.75 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $255 Shares 4,400 Est. Cost $60.44 Unrealized +2.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $254 Shares 3,294 Est. Cost $71.84 Unrealized -1.6%
RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 0.2%
Value ($000) $253 Shares 2,785 Est. Cost $89.57 Unrealized
EATON VANCE TAX MNGD BUY WRITE COM SH BEN INT 0.2%
Value ($000) $249 Shares 25,815 Est. Cost $9.67 Unrealized
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $248 Shares 1,941 Est. Cost $127.86 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $246 Shares 1,990 Est. Cost $123.12 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $245 Shares 882 Est. Cost $20.88 Unrealized +3.5%
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.2%
Value ($000) $239 Shares 5,931 Est. Cost $39.99 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $235 Shares 943 Est. Cost $249.44 Unrealized
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $224 Shares 4,665 Est. Cost $45.78 Unrealized -3.9%
MLPA GLOBAL X MLP ETF 0.2%
Value ($000) $221 Shares 5,313 Est. Cost $39.44 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $217 Shares 950 Est. Cost $204.81 Unrealized +6.3%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $216 Shares 9,176 Est. Cost $23.32 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $205 Shares 10,279 Est. Cost $21.16 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $202 Shares 1,548 Est. Cost $129.76 Unrealized -1.2%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $202 Shares 1,300 Est. Cost $151.92 Unrealized -2.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.2%
Value ($000) $201 Shares 983 Est. Cost $204.51 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.2%
Value ($000) $199 Shares 2,928 Est. Cost $67.87 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $198 Shares 670 Est. Cost $312.49 Unrealized -8.9%
ACTIVISION BLIZZARD INC COM 0.1%
Value ($000) $197 Shares 2,306 Est. Cost $78.53 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.1%
Value ($000) $195 Shares 5,136 Est. Cost $40.46 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $194 Shares 2,490 Est. Cost $77.11 Unrealized
ARROW DWA TACTICAL: MACRO ETF 0.1%
Value ($000) $193 Shares 19,249 Est. Cost $10.49 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $188 Shares 1,097 Est. Cost $147.33 Unrealized +8.7%
SIMPLIFY MACRO STRATEGY ETF 0.1%
Value ($000) $187 Shares 7,968 Est. Cost $23.71 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $183 Shares 1,811 Est. Cost $98.02 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.1%
Value ($000) $183 Shares 627 Est. Cost $288.47 Unrealized
PROSHARES SHORT QQQ 0.1%
Value ($000) $182 Shares 14,923 Est. Cost $14.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $179 Shares 6,900 Est. Cost $25.80 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $175 Shares 1,685 Est. Cost $109.33 Unrealized -12.9%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $171 Shares 2,125 Est. Cost $88.79 Unrealized -16.1%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $164 Shares 7,758 Est. Cost $21.01 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $157 Shares 8,204 Est. Cost $17.88 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $156 Shares 2,884 Est. Cost $50.79 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $155 Shares 3,480 Est. Cost $36.63 Unrealized -0.9%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $152 Shares 1,475 Est. Cost $125.96 Unrealized -23.3%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $150 Shares 1,427 Est. Cost $118.57 Unrealized -4.5%
T AT&T INC COM 0.1%
Value ($000) $145 Shares 7,522 Est. Cost $15.52 Unrealized +5.4%
TSLA TESLA INC COM 0.1%
Value ($000) $141 Shares 682 Est. Cost $247.40 Unrealized -29.5%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $137 Shares 8,000 Est. Cost $17.15 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.1%
Value ($000) $135 Shares 3,335 Est. Cost $40.50 Unrealized
TXT TEXTRON INC COM 0.1%
Value ($000) $134 Shares 1,900 Est. Cost $71.91 Unrealized -1.1%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.1%
Value ($000) $134 Shares 3,212 Est. Cost $36.22 Unrealized
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.1%
Value ($000) $131 Shares 2,203 Est. Cost $58.24 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $130 Shares 1,330 Est. Cost $86.76 Unrealized +6.4%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $128 Shares 2,728 Est. Cost $44.95 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $128 Shares 823 Est. Cost $155.03 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $127 Shares 2,142 Est. Cost $59.56 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $126 Shares 1,207 Est. Cost $85.95 Unrealized +12.9%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.1%
Value ($000) $119 Shares 14,300 Est. Cost $7.13 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $118 Shares 852 Est. Cost $138.17 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $115 Shares 9,223 Est. Cost $10.71 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.1%
Value ($000) $115 Shares 6,400 Est. Cost $17.96 Unrealized
IPATH BLOOMBERG COCOA SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $115 Shares 3,570 Est. Cost $32.15 Unrealized
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $113 Shares 3,300 Est. Cost $35.00 Unrealized -11.8%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $113 Shares 3,330 Est. Cost $35.12 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $111 Shares 824 Est. Cost $127.90 Unrealized -3.8%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $110 Shares 700 Est. Cost $155.71 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $107 Shares 1,930 Est. Cost $53.73 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $106 Shares 1,000 Est. Cost $69.85 Unrealized +41.3%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.1%
Value ($000) $106 Shares 1,930 Est. Cost $54.72 Unrealized
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.1%
Value ($000) $105 Shares 4,813 Est. Cost $21.50 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $103 Shares 2,156 Est. Cost $50.45 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $101 Shares 1,000 Est. Cost $115.36 Unrealized -13.3%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $101 Shares 2,850 Est. Cost $34.15 Unrealized -5.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $100 Shares 766 Est. Cost $116.99 Unrealized +3.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $98 Shares 985 Est. Cost $99.12 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $97 Shares 1,012 Est. Cost $59.43 Unrealized +10.9%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $94 Shares 800 Est. Cost $123.78 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $93 Shares 2,907 Est. Cost $32.65 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $92 Shares 719 Est. Cost $122.56 Unrealized -5.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $91 Shares 235 Est. Cost $478.96 Unrealized -25.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $88 Shares 242 Est. Cost $351.61 Unrealized +1.7%
WMT WALMART INC COM 0.1%
Value ($000) $87 Shares 592 Est. Cost $44.59 Unrealized +2.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $87 Shares 435 Est. Cost $82.06 Unrealized +3.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $85 Shares 1,050 Est. Cost $78.10 Unrealized
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $85 Shares 115 Est. Cost $490.58 Unrealized +24.5%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $82 Shares 174 Est. Cost $367.22 Unrealized +18.0%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $82 Shares 2,512 Est. Cost $39.97 Unrealized -20.3%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $78 Shares 523 Est. Cost $142.14 Unrealized -6.3%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $78 Shares 2,280 Est. Cost $50.63 Unrealized -26.3%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $78 Shares 1,430 Est. Cost $54.36 Unrealized
CEW WISDOMTREE EMERGING CURRENCY STRATEGY FUND 0.1%
Value ($000) $77 Shares 4,405 Est. Cost $17.49 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $76 Shares 2,000 Est. Cost $33.29 Unrealized -2.6%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $76 Shares 913 Est. Cost $67.88 Unrealized +10.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $75 Shares 3,025 Est. Cost $17.93 Unrealized 0.0%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.1%
Value ($000) $74 Shares 4,184 Est. Cost $18.41 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.1%
Value ($000) $73 Shares 1,950 Est. Cost $37.21 Unrealized
DHI D R HORTON INC COM 0.1%
Value ($000) $72 Shares 734 Est. Cost $83.34 Unrealized +11.3%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $71 Shares 1,875 Est. Cost $38.06 Unrealized
BOKF BOK FINL CORP COM NEW 0.1%
Value ($000) $70 Shares 825 Est. Cost $90.80 Unrealized 0.0%
DMLP DORCHESTER MINERALS LP COM UNIT 0.1%
Value ($000) $69 Shares 2,289 Est. Cost $30.05 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $68 Shares 301 Est. Cost $215.98 Unrealized -2.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $65 Shares 1,235 Est. Cost $75.54 Unrealized -7.1%
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.0%
Value ($000) $64 Shares 706 Est. Cost $90.54 Unrealized
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $64 Shares 1,305 Est. Cost $61.42 Unrealized 0.0%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $63 Shares 923 Est. Cost $64.68 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $63 Shares 500 Est. Cost $160.62 Unrealized -19.9%
PIONEER NAT RES CO COM 0.0%
Value ($000) $62 Shares 302 Est. Cost $250.81 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $59 Shares 279 Est. Cost $172.12 Unrealized +20.7%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $59 Shares 820 Est. Cost $65.34 Unrealized
DYNAMIC SHORT SHORT-TERM VOLATILITY FUTURES ETF 0.0%
Value ($000) $57 Shares 2,920 Est. Cost $19.57 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $57 Shares 752 Est. Cost $86.66 Unrealized -11.3%
PSFD PACER SWAN SOS FLEX (JANUARY) ETF 0.0%
Value ($000) $56 Shares 2,230 Est. Cost $25.30 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $56 Shares 1,144 Est. Cost $39.93 Unrealized +23.7%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $56 Shares 1,085 Est. Cost $51.23 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $55 Shares 1,960 Est. Cost $27.84 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $54 Shares 4,980 Est. Cost $11.84 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $22.82 Unrealized +10.3%
VAMO CAMBRIA VALUE & MOMENTUM ETF 0.0%
Value ($000) $53 Shares 2,100 Est. Cost $27.21 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $52 Shares 2,360 Est. Cost $22.88 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $50 Shares 303 Est. Cost $186.58 Unrealized -20.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $50 Shares 608 Est. Cost $71.08 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $50 Shares 6,150 Est. Cost $8.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $49 Shares 160 Est. Cost $320.15 Unrealized -3.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $49 Shares 310 Est. Cost $103.23 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $48 Shares 480 Est. Cost $99.65 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $48 Shares 215 Est. Cost $235.72 Unrealized 0.0%
LBAY LEATHERBACK LONG/SHORT ALTERNATIVE YIELD ETF 0.0%
Value ($000) $46 Shares 1,705 Est. Cost $28.78 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $46 Shares 502 Est. Cost $91.60 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $46 Shares 27 Est. Cost $30.23 Unrealized +4.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $44 Shares 1,390 Est. Cost $32.79 Unrealized -3.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $42 Shares 413 Est. Cost $73.20 Unrealized +25.2%
LGH HCM DEFENDER 500 INDEX ETF 0.0%
Value ($000) $42 Shares 1,190 Est. Cost $34.01 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $41 Shares 620 Est. Cost $61.64 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $41 Shares 850 Est. Cost $45.88 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $41 Shares 1,213 Est. Cost $31.16 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $41 Shares 119 Est. Cost $328.52 Unrealized +0.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $41 Shares 805 Est. Cost $50.37 Unrealized
KMLM KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.0%
Value ($000) $40 Shares 1,360 Est. Cost $34.71 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $40 Shares 129 Est. Cost $310.52 Unrealized
PIMCO STRATEGIC INCOME FD COM 0.0%
Value ($000) $40 Shares 7,480 Est. Cost $5.08 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $40 Shares 885 Est. Cost $44.21 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $39 Shares 563 Est. Cost $66.54 Unrealized -8.8%
NEM NEWMONT CORP COM 0.0%
Value ($000) $39 Shares 790 Est. Cost $44.82 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $38 Shares 987 Est. Cost $36.26 Unrealized
HPK HIGHPEAK ENERGY INC COM 0.0%
Value ($000) $38 Shares 1,632 Est. Cost $24.65 Unrealized -0.1%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $37 Shares 1,005 Est. Cost $39.24 Unrealized +2.4%
TPR TAPESTRY INC COM 0.0%
Value ($000) $37 Shares 855 Est. Cost $30.37 Unrealized +30.5%
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 0.0%
Value ($000) $37 Shares 1,215 Est. Cost $31.08 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $36 Shares 2,510 Est. Cost $15.26 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $36 Shares 1,455 Est. Cost $24.97 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $36 Shares 628 Est. Cost $57.10 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $36 Shares 950 Est. Cost $48.49 Unrealized -16.5%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $35 Shares 1,477 Est. Cost $23.85 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $35 Shares 70 Est. Cost $500.83 Unrealized -5.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $33 Shares 2,632 Est. Cost $10.43 Unrealized -2.2%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $32 Shares 1,150 Est. Cost $27.88 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $32 Shares 635 Est. Cost $41.64 Unrealized +19.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $32 Shares 500 Est. Cost $62.37 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $13.60 Unrealized
DWS MUNICIPAL INCOME 0.0%
Value ($000) $31 Shares 3,522 Est. Cost $9.19 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $54.82 Unrealized +7.9%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $31 Shares 122 Est. Cost $218.34 Unrealized +26.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $31 Shares 160 Est. Cost $170.28 Unrealized -7.1%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $30 Shares 110 Est. Cost $293.19 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $30 Shares 553 Est. Cost $50.23 Unrealized +13.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $30 Shares 429 Est. Cost $56.83 Unrealized +8.2%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $30 Shares 1,490 Est. Cost $19.93 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $29 Shares 1,560 Est. Cost $18.70 Unrealized
IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value ($000) $29 Shares 647 Est. Cost $44.91 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $115.07 Unrealized +21.6%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $29 Shares 1,020 Est. Cost $28.35 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value ($000) $29 Shares 965 Est. Cost $29.61 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $28 Shares 475 Est. Cost $59.53 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $28 Shares 175 Est. Cost $167.03 Unrealized +1.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $28 Shares 580 Est. Cost $46.26 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $28 Shares 2,650 Est. Cost $12.16 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $28 Shares 800 Est. Cost $31.23 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $26 Shares 355 Est. Cost $92.00 Unrealized -18.3%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $26 Shares 225 Est. Cost $115.08 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $26 Shares 122 Est. Cost $191.81 Unrealized -11.8%
IQ GLOBAL RESOURCES ETF 0.0%
Value ($000) $26 Shares 760 Est. Cost $34.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $25 Shares 120 Est. Cost $252.93 Unrealized -14.3%
MVO MV OIL TR TR UNITS 0.0%
Value ($000) $25 Shares 2,145 Est. Cost $15.08 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $25 Shares 204 Est. Cost $115.96 Unrealized
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $25 Shares 275 Est. Cost $21.82 Unrealized
AXS SHORT INNOVATION DAILY ETF 0.0%
Value ($000) $25 Shares 620 Est. Cost $40.08 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $24 Shares 875 Est. Cost $24.69 Unrealized +3.7%
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $24 Shares 680 Est. Cost $33.19 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.76 Unrealized
KEUA KRANESHARES EUROPEAN CARBON ALLOWANCE STRATEGY ETF 0.0%
Value ($000) $24 Shares 700 Est. Cost $34.06 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $33.14 Unrealized +4.6%
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value ($000) $24 Shares 480 Est. Cost $50.74 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $23 Shares 174 Est. Cost $134.07 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $23 Shares 70 Est. Cost $319.80 Unrealized +1.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $23 Shares 320 Est. Cost $71.51 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
PIMCO GLOBAL STOCKSPLS INCM FD COM 0.0%
Value ($000) $22 Shares 2,940 Est. Cost $7.82 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $22 Shares 250 Est. Cost $92.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $22 Shares 1,359 Est. Cost $14.46 Unrealized 0.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 330 Est. Cost $65.17 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $21 Shares 175 Est. Cost $131.94 Unrealized -11.6%
PFE PFIZER INC COM 0.0%
Value ($000) $21 Shares 525 Est. Cost $42.47 Unrealized -14.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 163 Est. Cost $127.02 Unrealized
XHNWX PIONEER DIVERSIFIED HIGH INC COM 0.0%
Value ($000) $21 Shares 2,070 Est. Cost $11.63 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $21 Shares 45 Est. Cost $112.05 Unrealized -22.3%
NEUBERGER BERMAN HIGH YIELD ST COM 0.0%
Value ($000) $21 Shares 2,440 Est. Cost $8.90 Unrealized
PTEU PACER TRENDPILOT EUROPEAN INDEX ETF 0.0%
Value ($000) $21 Shares 795 Est. Cost $25.90 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $20 Shares 720 Est. Cost $31.94 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 300 Est. Cost $70.46 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $20 Shares 2,043 Est. Cost $5.97 Unrealized +12.5%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.00 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $20 Shares 62 Est. Cost $282.81 Unrealized +7.2%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $19 Shares 1,017 Est. Cost $12.44 Unrealized -2.3%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $18 Shares 565 Est. Cost $23.35 Unrealized +20.4%
BX BLACKSTONE INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $107.20 Unrealized -24.3%
ORCL ORACLE CORP COM 0.0%
Value ($000) $18 Shares 189 Est. Cost $84.79 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $17 Shares 426 Est. Cost $39.99 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $17 Shares 450 Est. Cost $31.03 Unrealized +10.2%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $17 Shares 540 Est. Cost $31.27 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $17 Shares 84 Est. Cost $166.88 Unrealized 0.0%
SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $17 Shares 9,456 Est. Cost $1.58 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $17 Shares 104 Est. Cost $158.76 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $16 Shares 147 Est. Cost $142.81 Unrealized -22.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $16 Shares 1,060 Est. Cost $19.96 Unrealized -28.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $16 Shares 80 Est. Cost $151.24 Unrealized +12.8%
SVXY PROSHARES SHORT VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $16 Shares 246 Est. Cost $58.68 Unrealized
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $15 Shares 524 Est. Cost $29.36 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $15 Shares 109 Est. Cost $76.96 Unrealized +59.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $15 Shares 104 Est. Cost $141.25 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $15 Shares 140 Est. Cost $112.04 Unrealized -14.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $50.58 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 320 Est. Cost $70.89 Unrealized -41.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $14 Shares 102 Est. Cost $107.91 Unrealized +14.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 63 Est. Cost $216.41 Unrealized
DXPE DXP ENTERPRISES INC COM NEW 0.0%
Value ($000) $13 Shares 500 Est. Cost $28.38 Unrealized +1.5%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $13 Shares 52 Est. Cost $172.99 Unrealized +36.2%
KO COCA COLA CO COM 0.0%
Value ($000) $13 Shares 216 Est. Cost $54.84 Unrealized +1.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $13 Shares 300 Est. Cost $53.76 Unrealized -21.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 132 Est. Cost $79.66 Unrealized +24.9%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $13 Shares 665 Est. Cost $19.19 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $13 Shares 310 Est. Cost $38.15 Unrealized -2.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $131.01 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $12 Shares 310 Est. Cost $107.89 Unrealized -60.5%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $12 Shares 1,033 Est. Cost $15.18 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $12 Shares 151 Est. Cost $58.04 Unrealized +36.2%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.43 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 115 Est. Cost $88.09 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $102.15 Unrealized +7.1%
NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS 0.0%
Value ($000) $12 Shares 1,110 Est. Cost $9.91 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $97.66 Unrealized +11.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 185 Est. Cost $54.05 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $11 Shares 203 Est. Cost $47.19 Unrealized +13.5%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $227.78 Unrealized +10.0%
HPQ HP INC COM 0.0%
Value ($000) $11 Shares 378 Est. Cost $25.72 Unrealized 0.0%
TBF PROSHARES SHORT 20 YEAR TREASURY 0.0%
Value ($000) $11 Shares 525 Est. Cost $21.45 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $11 Shares 154 Est. Cost $58.65 Unrealized +4.2%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $10 Shares 500 Est. Cost $26.75 Unrealized -22.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $230.34 Unrealized -10.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $10 Shares 109 Est. Cost $91.74 Unrealized
VSAT VIASAT INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $46.02 Unrealized -25.9%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.17 Unrealized
QURE UNIQURE NV SHS 0.0%
Value ($000) $10 Shares 500 Est. Cost $17.46 Unrealized +20.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $105.48 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 940 Est. Cost $20.22 Unrealized -48.8%
DE DEERE & CO COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $363.01 Unrealized +9.4%
ITERIS INC NEW COM 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $2.50 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $9 Shares 251 Est. Cost $39.84 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $9 Shares 185 Est. Cost $59.35 Unrealized -14.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $226.23 Unrealized -0.9%
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value ($000) $9 Shares 415 Est. Cost $22.25 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $38.36 Unrealized -10.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $9 Shares 53 Est. Cost $190.28 Unrealized -16.4%
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $9 Shares 800 Est. Cost $13.54 Unrealized -15.9%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.19 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.53 Unrealized -14.0%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $8 Shares 191 Est. Cost $39.04 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $337.77 Unrealized -39.4%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $8 Shares 64 Est. Cost $157.45 Unrealized -27.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $99.21 Unrealized +6.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $214.65 Unrealized -10.5%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.50 Unrealized -21.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $55.08 Unrealized +4.6%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $8 Shares 418 Est. Cost $13.93 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $127.47 Unrealized +16.5%
GRANITESHARES 1X SHORT TSLA DAILY ETF 0.0%
Value ($000) $7 Shares 292 Est. Cost $24.90 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $7 Shares 85 Est. Cost $72.73 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $7 Shares 260 Est. Cost $37.56 Unrealized -20.7%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.00 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $7 Shares 197 Est. Cost $35.53 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.88 Unrealized -4.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $7 Shares 72 Est. Cost $89.19 Unrealized -1.2%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $7 Shares 350 Est. Cost $22.86 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $43.35 Unrealized +10.5%
RINF PROSHARES INFLATION EXPECTATIONS ETF 0.0%
Value ($000) $7 Shares 203 Est. Cost $32.55 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.38 Unrealized -16.2%
PDC ENERGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 70 Est. Cost $84.62 Unrealized +0.2%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $6 Shares 142 Est. Cost $41.57 Unrealized +1.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $6 Shares 134 Est. Cost $45.17 Unrealized
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $202.51 Unrealized +4.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $236.82 Unrealized -9.7%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.94 Unrealized
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $6 Shares 215 Est. Cost $33.92 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $141.24 Unrealized -30.3%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $102.79 Unrealized
TAGS TEUCRIUM AGRICULTURAL FUND 0.0%
Value ($000) $5 Shares 175 Est. Cost $34.32 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $5 Shares 164 Est. Cost $46.18 Unrealized -40.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $145.74 Unrealized -19.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $145.63 Unrealized -4.1%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 760 Est. Cost $7.42 Unrealized -6.1%
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $5 Shares 519 Est. Cost $11.53 Unrealized -3.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $108.39 Unrealized +12.3%
RISR FOLIOBEYOND RISING RATES ETF 0.0%
Value ($000) $5 Shares 165 Est. Cost $32.46 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $5 Shares 3,500 Est. Cost $3.53 Unrealized -63.6%
OPER CLEARSHARES ULTRA-SHORT MATURITY ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.06 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $3.98 Unrealized +77.4%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $5 Shares 102 Est. Cost $47.27 Unrealized +19.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $217.37 Unrealized +3.1%
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $76.14 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $32.78 Unrealized
MGNI MAGNITE INC COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.22 Unrealized +4.2%
89BIO INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.23 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.63 Unrealized -2.1%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $48.01 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $79.21 Unrealized +3.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.31 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.50 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $81.73 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $4.62 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.38 Unrealized -2.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $112.18 Unrealized -29.9%
FISKER INC CL A COM STK 0.0%
Value ($000) $4 Shares 600 Est. Cost $10.00 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $27.23 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.84 Unrealized -19.2%
SCYNEXIS INC COM NEW 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $1.88 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $36.34 Unrealized -21.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $125.50 Unrealized -24.0%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $3 Shares 174 Est. Cost $18.67 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $24.44 Unrealized -67.1%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.77 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $66.58 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $15.46 Unrealized -55.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.13 Unrealized -12.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $73.42 Unrealized -4.7%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $3 Shares 1,550 Est. Cost $6.14 Unrealized -49.3%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.67 Unrealized +42.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $33.09 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.41 Unrealized
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $54.58 Unrealized
ADEA ADEIA INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $6.34 Unrealized +49.7%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.40 Unrealized -41.4%
CDNA CAREDX INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $21.46 Unrealized -40.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.60 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $73.10 Unrealized -12.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.38 Unrealized -15.5%
EDGIO INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $3.25 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $14.19 Unrealized +7.4%
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $2 Shares 25 Est. Cost $40.00 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $75.25 Unrealized -80.3%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $2 Shares 450 Est. Cost $3.02 Unrealized
DGP DB GOLD DOUBLE LONG EXCHANGE TRADED NOTES 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
BKIE BNY MELLON INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $67.10 Unrealized
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $50.28 Unrealized -10.8%
LYRA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 650 Est. Cost $4.62 Unrealized
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $28.86 Unrealized
ARMOR US EQUITY INDEX ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $45.12 Unrealized -70.2%
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $216.03 Unrealized -11.8%
XPER XPERI INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.44 Unrealized -8.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.05 Unrealized -5.7%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.36 Unrealized
INVESCO S&P SMALLCAP ENERGY ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.27 Unrealized
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $1 Shares 75 Est. Cost $26.67 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $251.08 Unrealized -6.5%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.08 Unrealized -72.1%
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $1 Shares 149 Est. Cost $6.40 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
ENDRA LIFE SCIENCES INC COM NEW 0.0%
Value ($000) $1 Shares 270 Est. Cost $0.24 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $11.47 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $147.13 Unrealized -75.7%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $63.43 Unrealized +10.0%
QQH HCM DEFENDER 100 INDEX ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.80 Unrealized
DIGITAL MEDIA SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.83 Unrealized -43.2%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $1.33 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $0 Shares 145 Est. Cost $13.79 Unrealized
REKR REKOR SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 340 Est. Cost $3.79 Unrealized -58.1%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.49 Unrealized -57.4%
MOLECULAR TEMPLATES INC COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $1.11 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
KALEYRA INC COM 0.0%
Value ($000) $0 Shares 172 Est. Cost $3.33 Unrealized
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $0 Shares 90 Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $233.56 Unrealized -31.7%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.97 Unrealized +24.6%
KALA PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $230.14 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.40 Unrealized -46.1%
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
TMFS MOTLEY FOOL SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.12 Unrealized -55.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.17 Unrealized -23.9%
STRATA SKIN SCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.32 Unrealized -46.3%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.75 Unrealized -0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.16 Unrealized -52.7%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $6.67 Unrealized