WealthPlan Investment Management, LLC Diversified Active

CIK: 0001929986 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 5, 2024

Total Value ($000): $624,314 (100.0% shares, 0.0% debt)

Holdings (190)

AAPL APPLE INC 8.5%
Value ($000) $53,078 Shares 275,686 Est. Cost $171.60 Unrealized +6.5%
NUE NUCOR CORP 2.1%
Value ($000) $12,967 Shares 74,505 Est. Cost $137.50 Unrealized +11.5%
MSM MSC INDL DIRECT INC 2.1%
Value ($000) $12,799 Shares 126,395 Est. Cost $89.47 Unrealized +10.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $12,646 Shares 35,456 Est. Cost $340.95 Unrealized +2.9%
PEP PEPSICO INC 1.9%
Value ($000) $12,097 Shares 71,228 Est. Cost $158.76 Unrealized -3.2%
FLTR VANECK ETF TRUST 1.8%
Value ($000) $11,317 Shares 449,990 Est. Cost $25.12 Unrealized
CASY CASEYS GEN STORES INC 1.8%
Value ($000) $11,234 Shares 40,891 Est. Cost $220.92 Unrealized +22.4%
GGG GRACO INC 1.8%
Value ($000) $11,223 Shares 129,362 Est. Cost $72.04 Unrealized +6.0%
GOOG ALPHABET INC 1.8%
Value ($000) $11,076 Shares 78,595 Est. Cost $120.08 Unrealized +12.2%
ABBV ABBVIE INC 1.7%
Value ($000) $10,810 Shares 69,754 Est. Cost $131.92 Unrealized +2.9%
AMAX STARBOARD INVT TR 1.7%
Value ($000) $10,577 Shares 1,388,038 Est. Cost $8.16 Unrealized
CVX CHEVRON CORP NEW 1.7%
Value ($000) $10,373 Shares 69,541 Est. Cost $134.58 Unrealized +2.4%
BUFR FIRST TR EXCHNG TRADED FD VI 1.7%
Value ($000) $10,322 Shares 388,500 Est. Cost $22.94 Unrealized
ABT ABBOTT LABS 1.7%
Value ($000) $10,322 Shares 93,780 Est. Cost $107.14 Unrealized -10.3%
FTLS FIRST TR EXCH TRADED FD III 1.6%
Value ($000) $10,112 Shares 179,745 Est. Cost $50.93 Unrealized
WPC WP CAREY INC 1.6%
Value ($000) $10,040 Shares 154,911 Est. Cost $67.54 Unrealized
LECO LINCOLN ELEC HLDGS INC 1.5%
Value ($000) $9,435 Shares 43,388 Est. Cost $167.60 Unrealized +15.1%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $9,215 Shares 13,961 Est. Cost $516.50 Unrealized +11.0%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,068 Shares 57,851 Est. Cost $152.68 Unrealized -6.0%
MINO PIMCO ETF TR 1.4%
Value ($000) $9,027 Shares 198,734 Est. Cost $43.98 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $9,023 Shares 65,148 Est. Cost $130.86 Unrealized -1.8%
HEQT SIMPLIFY EXCHANGE TRADED FUN 1.4%
Value ($000) $8,971 Shares 355,135 Est. Cost $23.80 Unrealized
CLOI VANECK ETF TRUST 1.4%
Value ($000) $8,755 Shares 167,957 Est. Cost $52.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.4%
Value ($000) $8,605 Shares 119,157 Est. Cost $73.30 Unrealized -7.5%
TXN TEXAS INSTRS INC 1.4%
Value ($000) $8,571 Shares 50,283 Est. Cost $157.77 Unrealized -7.8%
VTI VANGUARD INDEX FDS 1.3%
Value ($000) $8,384 Shares 35,341 Est. Cost $209.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $8,318 Shares 50,858 Est. Cost $125.70 Unrealized +12.6%
MSFT MICROSOFT CORP 1.3%
Value ($000) $8,095 Shares 21,527 Est. Cost $302.37 Unrealized +15.9%
META META PLATFORMS INC 1.3%
Value ($000) $7,917 Shares 22,368 Est. Cost $266.14 Unrealized +21.5%
NKE NIKE INC 1.3%
Value ($000) $7,891 Shares 72,678 Est. Cost $98.80 Unrealized +4.2%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $7,843 Shares 28,645 Est. Cost $252.52 Unrealized +2.6%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $7,453 Shares 197,687 Est. Cost $33.32 Unrealized -7.0%
DGRO ISHARES TR 1.2%
Value ($000) $7,206 Shares 133,895 Est. Cost $50.71 Unrealized
WMT WALMART INC 1.1%
Value ($000) $7,176 Shares 45,521 Est. Cost $51.27 Unrealized +0.7%
AMZN AMAZON COM INC 1.1%
Value ($000) $7,006 Shares 46,113 Est. Cost $131.31 Unrealized +6.8%
IGRO ISHARES TR 1.1%
Value ($000) $6,968 Shares 107,919 Est. Cost $60.02 Unrealized
MOAT VANECK ETF TRUST 1.1%
Value ($000) $6,935 Shares 81,715 Est. Cost $71.44 Unrealized
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $6,694 Shares 110,214 Est. Cost $53.46 Unrealized 0.0%
AZN ASTRAZENECA PLC 1.1%
Value ($000) $6,623 Shares 98,333 Est. Cost $67.41 Unrealized
COWZ PACER FDS TR 1.0%
Value ($000) $6,524 Shares 125,478 Est. Cost $48.38 Unrealized
RPM RPM INTL INC 1.0%
Value ($000) $6,499 Shares 58,223 Est. Cost $101.02 Unrealized 0.0%
VUSB VANGUARD BD INDEX FDS 1.0%
Value ($000) $6,432 Shares 130,106 Est. Cost $49.44 Unrealized
O REALTY INCOME CORP 1.0%
Value ($000) $6,374 Shares 111,007 Est. Cost $52.95 Unrealized -12.2%
AVEM AMERICAN CENTY ETF TR 1.0%
Value ($000) $6,215 Shares 110,212 Est. Cost $53.56 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $6,122 Shares 14,354 Est. Cost $377.60 Unrealized +5.2%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $5,878 Shares 54,178 Est. Cost $108.73 Unrealized -16.6%
VMI VALMONT INDS INC 0.9%
Value ($000) $5,611 Shares 24,028 Est. Cost $242.38 Unrealized -9.3%
ALB ALBEMARLE CORP 0.9%
Value ($000) $5,560 Shares 38,480 Est. Cost $132.16 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $5,323 Shares 22,021 Est. Cost $235.50 Unrealized -3.2%
UMBF UMB FINL CORP 0.8%
Value ($000) $5,173 Shares 61,917 Est. Cost $74.75 Unrealized -5.9%
TDV PROSHARES TR 0.8%
Value ($000) $5,143 Shares 73,917 Est. Cost $62.10 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $5,038 Shares 11,116 Est. Cost $395.53 Unrealized +5.5%
PJUL INNOVATOR ETFS TR 0.8%
Value ($000) $4,932 Shares 136,270 Est. Cost $30.94 Unrealized
ICOW PACER FDS TR 0.8%
Value ($000) $4,763 Shares 152,463 Est. Cost $31.24 Unrealized
PHDG INVESCO ACTIVELY MANAGED ETF 0.7%
Value ($000) $4,478 Shares 130,828 Est. Cost $33.62 Unrealized
AGOX STARBOARD INVT TR 0.7%
Value ($000) $4,353 Shares 178,859 Est. Cost $22.12 Unrealized
XSVN BONDBLOXX ETF TRUST 0.7%
Value ($000) $4,319 Shares 89,327 Est. Cost $48.01 Unrealized
DHR DANAHER CORPORATION 0.7%
Value ($000) $4,306 Shares 18,614 Est. Cost $229.89 Unrealized -8.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.7%
Value ($000) $4,229 Shares 46,894 Est. Cost $72.74 Unrealized +5.8%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $3,892 Shares 22,881 Est. Cost $136.23 Unrealized +6.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $3,642 Shares 66,247 Est. Cost $54.74 Unrealized
SEMI COLUMBIA ETF TR I 0.6%
Value ($000) $3,500 Shares 156,448 Est. Cost $19.39 Unrealized
USFR WISDOMTREE TR 0.5%
Value ($000) $3,024 Shares 60,184 Est. Cost $50.24 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,677 Shares 19,165 Est. Cost $114.29 Unrealized +16.7%
TSLA TESLA INC 0.4%
Value ($000) $2,586 Shares 10,409 Est. Cost $262.16 Unrealized -9.3%
UNP UNION PAC CORP 0.4%
Value ($000) $2,571 Shares 10,468 Est. Cost $220.76 Unrealized -5.2%
ADBE ADOBE INC 0.4%
Value ($000) $2,423 Shares 4,061 Est. Cost $503.13 Unrealized +14.6%
BX BLACKSTONE INC 0.4%
Value ($000) $2,283 Shares 17,442 Est. Cost $99.96 Unrealized +2.1%
PJAN INNOVATOR ETFS TR 0.4%
Value ($000) $2,236 Shares 60,040 Est. Cost $31.83 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,232 Shares 70,407 Est. Cost $31.70 Unrealized
PAUG INNOVATOR ETFS TR 0.4%
Value ($000) $2,199 Shares 65,887 Est. Cost $33.37 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $2,120 Shares 4,812 Est. Cost $389.30 Unrealized -0.3%
PDEC INNOVATOR ETFS TR 0.3%
Value ($000) $2,095 Shares 59,692 Est. Cost $35.10 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $2,017 Shares 31,009 Est. Cost $56.56 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,866 Shares 8,384 Est. Cost $213.73 Unrealized -8.9%
PFE PFIZER INC 0.3%
Value ($000) $1,824 Shares 63,364 Est. Cost $40.31 Unrealized -34.5%
XSEP FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,819 Shares 50,688 Est. Cost $31.41 Unrealized
NAPR INNOVATOR ETFS TR 0.3%
Value ($000) $1,811 Shares 40,705 Est. Cost $41.71 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $1,799 Shares 3,300 Est. Cost $463.95 Unrealized +9.5%
TLT ISHARES TR 0.3%
Value ($000) $1,789 Shares 18,093 Est. Cost $88.69 Unrealized
DECT AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $1,612 Shares 56,305 Est. Cost $28.63 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,598 Shares 3,226 Est. Cost $28.62 Unrealized +61.8%
V VISA INC 0.2%
Value ($000) $1,499 Shares 5,759 Est. Cost $224.08 Unrealized +8.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,386 Shares 13,862 Est. Cost $91.15 Unrealized +7.1%
SIXO AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $1,359 Shares 47,081 Est. Cost $25.24 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,313 Shares 1,858 Est. Cost $126.04 Unrealized 0.0%
SHARECARE INC 0.2%
Value ($000) $1,271 Shares 1,177,264 Est. Cost $2.74 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,266 Shares 4,397 Est. Cost $205.38 Unrealized +24.2%
BA BOEING CO 0.2%
Value ($000) $1,229 Shares 4,716 Est. Cost $205.24 Unrealized +4.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,208 Shares 2,072 Est. Cost $257.10 Unrealized +123.7%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,197 Shares 2,255 Est. Cost $532.89 Unrealized -9.8%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $1,173 Shares 206,822 Est. Cost $4.82 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $1,170 Shares 2,289 Est. Cost $386.56 Unrealized +11.8%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,149 Shares 15,088 Est. Cost $72.62 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,145 Shares 16,293 Est. Cost $63.03 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,089 Shares 2,292 Est. Cost $411.98 Unrealized
ZLAB ZAI LAB LTD 0.2%
Value ($000) $1,077 Shares 39,393 Est. Cost $39.16 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.2%
Value ($000) $1,048 Shares 13,998 Est. Cost $96.84 Unrealized -26.1%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $1,012 Shares 50,539 Est. Cost $15.25 Unrealized +4.6%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,012 Shares 5,927 Est. Cost $165.18 Unrealized +4.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $993 Shares 9,955 Est. Cost $99.79 Unrealized
GOLF ACUSHNET HLDGS CORP 0.2%
Value ($000) $976 Shares 15,451 Est. Cost $45.88 Unrealized +22.5%
JHID JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $966 Shares 34,205 Est. Cost $28.25 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $883 Shares 1,814 Est. Cost $41.02 Unrealized +6.4%
REGL PROSHARES TR 0.1%
Value ($000) $870 Shares 11,831 Est. Cost $68.26 Unrealized
DNL WISDOMTREE TR 0.1%
Value ($000) $811 Shares 21,920 Est. Cost $34.38 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $750 Shares 3,220 Est. Cost $207.46 Unrealized +7.0%
IVV ISHARES TR 0.1%
Value ($000) $743 Shares 1,556 Est. Cost $412.62 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $718 Shares 2,421 Est. Cost $247.31 Unrealized +4.6%
FDX FEDEX CORP 0.1%
Value ($000) $717 Shares 2,835 Est. Cost $219.25 Unrealized +10.5%
DEO DIAGEO PLC 0.1%
Value ($000) $677 Shares 4,646 Est. Cost $174.72 Unrealized
FMC FMC CORP 0.1%
Value ($000) $668 Shares 10,596 Est. Cost $77.75 Unrealized -32.5%
WERN WERNER ENTERPRISES INC 0.1%
Value ($000) $606 Shares 14,295 Est. Cost $43.09 Unrealized -9.1%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $605 Shares 9,663 Est. Cost $52.41 Unrealized +5.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $602 Shares 9,784 Est. Cost $41.72 Unrealized +25.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $595 Shares 6,202 Est. Cost $86.18 Unrealized +7.0%
USB US BANCORP DEL 0.1%
Value ($000) $567 Shares 13,092 Est. Cost $36.61 Unrealized -9.6%
TSN TYSON FOODS INC 0.1%
Value ($000) $560 Shares 10,412 Est. Cost $49.25 Unrealized -8.5%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $549 Shares 13,096 Est. Cost $43.55 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $540 Shares 16,032 Est. Cost $27.96 Unrealized -1.3%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $526 Shares 6,900 Est. Cost $112.18 Unrealized -38.0%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $521 Shares 6,028 Est. Cost $91.04 Unrealized -12.8%
XYZ BLOCK INC 0.1%
Value ($000) $506 Shares 6,548 Est. Cost $65.89 Unrealized -14.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $499 Shares 10,137 Est. Cost $43.75 Unrealized -6.2%
DOW DOW INC 0.1%
Value ($000) $475 Shares 8,665 Est. Cost $46.40 Unrealized -3.7%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $466 Shares 1,928 Est. Cost $220.76 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $444 Shares 6,169 Est. Cost $73.38 Unrealized -9.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $427 Shares 811 Est. Cost $458.95 Unrealized +11.4%
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $425 Shares 11,338 Est. Cost $34.80 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $412 Shares 3,600 Est. Cost $92.62 Unrealized +5.1%
VLTO VERALTO CORP 0.1%
Value ($000) $406 Shares 4,938 Est. Cost $80.37 Unrealized -8.2%
SHY ISHARES TR 0.1%
Value ($000) $405 Shares 4,931 Est. Cost $80.97 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $400 Shares 3,867 Est. Cost $101.70 Unrealized -5.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $395 Shares 1,170 Est. Cost $301.81 Unrealized -1.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $393 Shares 8,971 Est. Cost $42.11 Unrealized -4.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $390 Shares 4,800 Est. Cost $74.82 Unrealized -4.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $380 Shares 927 Est. Cost $409.52 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $377 Shares 1,800 Est. Cost $171.28 Unrealized +0.6%
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $375 Shares 19,021 Est. Cost $19.74 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $370 Shares 11,865 Est. Cost $32.38 Unrealized
PMAY INNOVATOR ETFS TR 0.1%
Value ($000) $368 Shares 11,677 Est. Cost $29.33 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $362 Shares 255 Est. Cost $1388.27 Unrealized +2.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $350 Shares 6,820 Est. Cost $57.28 Unrealized -17.9%
VSH VISHAY INTERTECHNOLOGY INC 0.1%
Value ($000) $347 Shares 14,488 Est. Cost $23.74 Unrealized -7.0%
LEAD SIREN ETF TR 0.1%
Value ($000) $337 Shares 5,537 Est. Cost $54.45 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $334 Shares 2,343 Est. Cost $171.38 Unrealized -34.0%
ESGU ISHARES TR 0.1%
Value ($000) $329 Shares 3,134 Est. Cost $93.91 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $321 Shares 4,388 Est. Cost $73.09 Unrealized -11.2%
EYLD CAMBRIA ETF TR 0.1%
Value ($000) $314 Shares 10,011 Est. Cost $28.88 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $306 Shares 3,151 Est. Cost $83.66 Unrealized +0.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $304 Shares 4,194 Est. Cost $58.64 Unrealized +9.7%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $302 Shares 1,385 Est. Cost $218.15 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $299 Shares 5,074 Est. Cost $53.26 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $298 Shares 24,484 Est. Cost $12.37 Unrealized -22.1%
W WAYFAIR INC 0.0%
Value ($000) $298 Shares 4,826 Est. Cost $60.89 Unrealized -14.2%
BOND PIMCO ETF TR 0.0%
Value ($000) $287 Shares 3,101 Est. Cost $92.87 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $283 Shares 24,633 Est. Cost $12.18 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $266 Shares 6,600 Est. Cost $36.90 Unrealized -5.7%
GREEN PLAINS PARTNERS LP 0.0%
Value ($000) $265 Shares 20,832 Est. Cost $14.14 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $265 Shares 2,453 Est. Cost $59.05 Unrealized +55.9%
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $263 Shares 7,364 Est. Cost $32.78 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $263 Shares 890 Est. Cost $218.30 Unrealized +15.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $263 Shares 1,759 Est. Cost $149.50 Unrealized
BP BP PLC 0.0%
Value ($000) $259 Shares 7,321 Est. Cost $38.43 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $258 Shares 3,437 Est. Cost $67.26 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $258 Shares 4,282 Est. Cost $60.22 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $258 Shares 3,130 Est. Cost $86.90 Unrealized -17.8%
XSOE WISDOMTREE TR 0.0%
Value ($000) $255 Shares 8,825 Est. Cost $27.16 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $252 Shares 2,796 Est. Cost $86.20 Unrealized 0.0%
NVR NVR INC 0.0%
Value ($000) $252 Shares 36 Est. Cost $5999.34 Unrealized +2.8%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $249 Shares 22,964 Est. Cost $13.94 Unrealized -35.6%
IVOL KRANESHARES TR 0.0%
Value ($000) $243 Shares 11,769 Est. Cost $24.20 Unrealized
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $238 Shares 7,297 Est. Cost $29.45 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $232 Shares 2,602 Est. Cost $84.56 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $231 Shares 1,900 Est. Cost $116.47 Unrealized -6.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $227 Shares 2,316 Est. Cost $108.02 Unrealized -25.3%
IWM ISHARES TR 0.0%
Value ($000) $225 Shares 1,119 Est. Cost $200.71 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $222 Shares 3,971 Est. Cost $55.90 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $218 Shares 6,066 Est. Cost $30.24 Unrealized 0.0%
QUAL ISHARES TR 0.0%
Value ($000) $213 Shares 1,447 Est. Cost $147.14 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $211 Shares 610 Est. Cost $293.72 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $208 Shares 519 Est. Cost $365.14 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $206 Shares 11,147 Est. Cost $18.48 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $201 Shares 7,343 Est. Cost $27.42 Unrealized
BOXX EA SERIES TRUST 0.0%
Value ($000) $201 Shares 1,909 Est. Cost $105.15 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $132 Shares 15,431 Est. Cost $6.94 Unrealized -0.4%
CION CION INVT CORP 0.0%
Value ($000) $130 Shares 11,518 Est. Cost $7.64 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $104 Shares 10,583 Est. Cost $9.44 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $79 Shares 10,628 Est. Cost $7.44 Unrealized
DCTH DELCATH SYS INC 0.0%
Value ($000) $73 Shares 17,443 Est. Cost $3.27 Unrealized 0.0%