WealthPlan Investment Management, LLC Diversified Active

CIK: 0001929986 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $660,995 (100.0% shares, 0.0% debt)

Holdings (184)

AAPL APPLE INC 8.6%
Value ($000) $56,667 Shares 269,047 Est. Cost $171.60 Unrealized +7.9%
HIGH SIMPLIFY EXCHANGE TRADED FUN 2.6%
Value ($000) $17,132 Shares 705,012 Est. Cost $24.39 Unrealized
GOOG ALPHABET INC 2.3%
Value ($000) $14,980 Shares 81,670 Est. Cost $121.55 Unrealized +38.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $14,972 Shares 36,805 Est. Cost $342.95 Unrealized +19.1%
CASY CASEYS GEN STORES INC 2.1%
Value ($000) $13,820 Shares 36,221 Est. Cost $220.92 Unrealized +49.8%
FLTR VANECK ETF TRUST 1.9%
Value ($000) $12,715 Shares 498,441 Est. Cost $25.16 Unrealized
WMT WALMART INC 1.9%
Value ($000) $12,592 Shares 185,976 Est. Cost $55.04 Unrealized +12.6%
PEP PEPSICO INC 1.8%
Value ($000) $11,975 Shares 72,607 Est. Cost $158.70 Unrealized +2.3%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $11,883 Shares 13,980 Est. Cost $516.50 Unrealized +49.8%
ABBV ABBVIE INC 1.7%
Value ($000) $11,521 Shares 67,168 Est. Cost $131.92 Unrealized +19.1%
CLOI VANECK ETF TRUST 1.7%
Value ($000) $11,186 Shares 211,304 Est. Cost $52.30 Unrealized
CVX CHEVRON CORP NEW 1.6%
Value ($000) $10,891 Shares 69,628 Est. Cost $134.78 Unrealized +10.1%
BUFR FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $10,419 Shares 360,287 Est. Cost $22.94 Unrealized
AMGN AMGEN INC 1.6%
Value ($000) $10,403 Shares 33,294 Est. Cost $269.55 Unrealized +3.6%
META META PLATFORMS INC 1.6%
Value ($000) $10,391 Shares 20,608 Est. Cost $266.14 Unrealized +81.6%
HEQT SIMPLIFY EXCHANGE TRADED FUN 1.5%
Value ($000) $9,949 Shares 359,562 Est. Cost $23.87 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $9,764 Shares 21,847 Est. Cost $303.55 Unrealized +37.5%
MSM MSC INDL DIRECT INC 1.5%
Value ($000) $9,759 Shares 123,055 Est. Cost $89.47 Unrealized -0.7%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $9,588 Shares 49,289 Est. Cost $157.77 Unrealized +11.6%
NUE NUCOR CORP 1.4%
Value ($000) $9,481 Shares 59,974 Est. Cost $137.50 Unrealized +22.9%
GGG GRACO INC 1.4%
Value ($000) $9,352 Shares 117,962 Est. Cost $72.04 Unrealized +13.5%
XHLF BONDBLOXX ETF TRUST 1.4%
Value ($000) $9,328 Shares 185,526 Est. Cost $50.31 Unrealized
BRO BROWN & BROWN INC 1.4%
Value ($000) $9,264 Shares 103,615 Est. Cost $79.49 Unrealized +8.2%
GPC GENUINE PARTS CO 1.4%
Value ($000) $9,145 Shares 66,113 Est. Cost $131.15 Unrealized +8.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $9,119 Shares 47,190 Est. Cost $131.93 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $8,934 Shares 216,645 Est. Cost $33.57 Unrealized +8.6%
RPM RPM INTL INC 1.3%
Value ($000) $8,908 Shares 82,729 Est. Cost $103.91 Unrealized +6.6%
HRL HORMEL FOODS CORP 1.3%
Value ($000) $8,858 Shares 290,523 Est. Cost $31.65 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $8,407 Shares 57,517 Est. Cost $152.65 Unrealized -7.3%
FTLS FIRST TR EXCH TRADED FD III 1.2%
Value ($000) $7,850 Shares 125,417 Est. Cost $50.93 Unrealized
PAPR INNOVATOR ETFS TRUST 1.2%
Value ($000) $7,836 Shares 226,084 Est. Cost $34.66 Unrealized
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $7,818 Shares 30,297 Est. Cost $251.22 Unrealized -3.5%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $7,782 Shares 29,090 Est. Cost $211.63 Unrealized
LECO LINCOLN ELEC HLDGS INC 1.2%
Value ($000) $7,657 Shares 40,589 Est. Cost $167.60 Unrealized +29.5%
EMR EMERSON ELEC CO 1.1%
Value ($000) $7,193 Shares 65,297 Est. Cost $107.47 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $7,095 Shares 41,021 Est. Cost $125.70 Unrealized +31.9%
O REALTY INCOME CORP 1.0%
Value ($000) $6,673 Shares 126,329 Est. Cost $52.36 Unrealized -7.1%
AZN ASTRAZENECA PLC 1.0%
Value ($000) $6,672 Shares 85,555 Est. Cost $67.41 Unrealized
XSVN BONDBLOXX ETF TRUST 1.0%
Value ($000) $6,644 Shares 141,354 Est. Cost $47.79 Unrealized
VMI VALMONT INDS INC 1.0%
Value ($000) $6,621 Shares 24,126 Est. Cost $242.38 Unrealized +0.6%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $6,503 Shares 14,740 Est. Cost $379.37 Unrealized +19.0%
BJUN INNOVATOR ETFS TRUST 0.9%
Value ($000) $6,235 Shares 159,546 Est. Cost $39.08 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $6,210 Shares 139,090 Est. Cost $44.65 Unrealized
JUNT AIM ETF PRODUCTS TRUST 0.9%
Value ($000) $6,204 Shares 203,706 Est. Cost $30.46 Unrealized
DOV DOVER CORP 0.9%
Value ($000) $6,193 Shares 34,318 Est. Cost $175.81 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $5,993 Shares 23,293 Est. Cost $236.06 Unrealized +5.2%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $5,797 Shares 57,036 Est. Cost $108.13 Unrealized -8.0%
IGRO ISHARES TR 0.9%
Value ($000) $5,767 Shares 85,559 Est. Cost $60.19 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $5,724 Shares 46,332 Est. Cost $96.50 Unrealized +4.7%
DGRO ISHARES TR 0.9%
Value ($000) $5,703 Shares 98,992 Est. Cost $50.90 Unrealized
AGOX STARBOARD INVT TR 0.9%
Value ($000) $5,656 Shares 202,901 Est. Cost $22.57 Unrealized
NKE NIKE INC 0.8%
Value ($000) $5,554 Shares 73,694 Est. Cost $98.76 Unrealized -9.2%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $5,529 Shares 11,837 Est. Cost $397.30 Unrealized +11.1%
COWZ PACER FDS TR 0.8%
Value ($000) $5,408 Shares 99,255 Est. Cost $48.63 Unrealized
AVEM AMERICAN CENTY ETF TR 0.8%
Value ($000) $5,236 Shares 85,707 Est. Cost $53.56 Unrealized
DHR DANAHER CORPORATION 0.8%
Value ($000) $5,145 Shares 20,594 Est. Cost $231.44 Unrealized +8.1%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $5,042 Shares 24,928 Est. Cost $140.18 Unrealized +35.0%
ALB ALBEMARLE CORP 0.7%
Value ($000) $4,711 Shares 49,323 Est. Cost $128.91 Unrealized -10.7%
JUNW AIM ETF PRODUCTS TRUST 0.7%
Value ($000) $4,682 Shares 163,797 Est. Cost $28.59 Unrealized
MOAT VANECK ETF TRUST 0.7%
Value ($000) $4,615 Shares 53,283 Est. Cost $71.44 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $3,973 Shares 43,419 Est. Cost $73.09 Unrealized +19.6%
TDV PROSHARES TR 0.6%
Value ($000) $3,826 Shares 51,293 Est. Cost $62.58 Unrealized
SEMI COLUMBIA ETF TR I 0.6%
Value ($000) $3,698 Shares 135,463 Est. Cost $19.89 Unrealized
SPYG SPDR SER TR 0.5%
Value ($000) $3,495 Shares 43,611 Est. Cost $61.60 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $3,491 Shares 19,166 Est. Cost $114.29 Unrealized +46.4%
ICOW PACER FDS TR 0.4%
Value ($000) $2,837 Shares 93,434 Est. Cost $31.24 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $2,397 Shares 98,178 Est. Cost $24.41 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value ($000) $2,394 Shares 5,367 Est. Cost $393.11 Unrealized +7.8%
UNP UNION PAC CORP 0.3%
Value ($000) $2,302 Shares 10,176 Est. Cost $220.76 Unrealized +2.1%
ADBE ADOBE INC 0.3%
Value ($000) $2,285 Shares 4,114 Est. Cost $503.13 Unrealized -3.8%
BX BLACKSTONE INC 0.3%
Value ($000) $2,028 Shares 16,383 Est. Cost $100.77 Unrealized +16.9%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $2,027 Shares 3,596 Est. Cost $469.97 Unrealized +13.5%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $2,021 Shares 11,563 Est. Cost $162.37 Unrealized -1.9%
PFE PFIZER INC 0.3%
Value ($000) $2,012 Shares 71,920 Est. Cost $38.29 Unrealized -35.3%
TSLA TESLA INC 0.3%
Value ($000) $2,000 Shares 10,107 Est. Cost $260.99 Unrealized -33.0%
LOW LOWES COS INC 0.3%
Value ($000) $1,812 Shares 8,219 Est. Cost $213.73 Unrealized +3.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,806 Shares 1,994 Est. Cost $257.10 Unrealized +207.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,794 Shares 15,587 Est. Cost $92.64 Unrealized +18.8%
MINT PIMCO ETF TR 0.3%
Value ($000) $1,766 Shares 17,549 Est. Cost $100.16 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.3%
Value ($000) $1,731 Shares 32,507 Est. Cost $63.17 Unrealized
V VISA INC 0.3%
Value ($000) $1,664 Shares 6,339 Est. Cost $228.43 Unrealized +18.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,614 Shares 2,965 Est. Cost $441.10 Unrealized
SHARECARE INC 0.2%
Value ($000) $1,589 Shares 1,177,264 Est. Cost $2.74 Unrealized
AOS SMITH A O CORP 0.2%
Value ($000) $1,564 Shares 19,127 Est. Cost $79.84 Unrealized +2.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,515 Shares 2,739 Est. Cost $537.76 Unrealized +5.9%
TLT ISHARES TR 0.2%
Value ($000) $1,415 Shares 15,412 Est. Cost $88.69 Unrealized
FMC FMC CORP 0.2%
Value ($000) $1,382 Shares 24,008 Est. Cost $64.31 Unrealized -14.3%
NOW SERVICENOW INC 0.2%
Value ($000) $1,336 Shares 1,698 Est. Cost $126.80 Unrealized +15.7%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,237 Shares 15,847 Est. Cost $63.03 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,174 Shares 1,739 Est. Cost $41.02 Unrealized +52.3%
ABT ABBOTT LABS 0.2%
Value ($000) $1,168 Shares 11,237 Est. Cost $107.24 Unrealized -4.0%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $1,164 Shares 182,805 Est. Cost $4.82 Unrealized
JHID JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $1,134 Shares 39,668 Est. Cost $28.39 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,129 Shares 14,520 Est. Cost $72.69 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $1,078 Shares 51,748 Est. Cost $15.39 Unrealized +16.3%
PJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,057 Shares 26,284 Est. Cost $31.83 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,026 Shares 18,105 Est. Cost $55.37 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $1,000 Shares 9,394 Est. Cost $106.46 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $991 Shares 16,392 Est. Cost $68.67 Unrealized -16.0%
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $984 Shares 15,506 Est. Cost $45.88 Unrealized +39.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $977 Shares 3,271 Est. Cost $380.34 Unrealized -12.1%
WPC WP CAREY INC 0.1%
Value ($000) $974 Shares 17,693 Est. Cost $65.94 Unrealized
REGL PROSHARES TR 0.1%
Value ($000) $885 Shares 12,020 Est. Cost $68.43 Unrealized
DNL WISDOMTREE TR 0.1%
Value ($000) $873 Shares 22,347 Est. Cost $34.58 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $831 Shares 1,519 Est. Cost $412.62 Unrealized
ZLAB ZAI LAB LTD 0.1%
Value ($000) $683 Shares 39,393 Est. Cost $39.16 Unrealized
BA BOEING CO 0.1%
Value ($000) $676 Shares 3,716 Est. Cost $205.24 Unrealized -13.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $654 Shares 1,470 Est. Cost $317.33 Unrealized +25.5%
BAC BANK AMERICA CORP 0.1%
Value ($000) $646 Shares 16,253 Est. Cost $27.96 Unrealized +31.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $640 Shares 2,683 Est. Cost $207.46 Unrealized +14.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $637 Shares 6,900 Est. Cost $112.18 Unrealized -21.1%
MKL MARKEL GROUP INC 0.1%
Value ($000) $619 Shares 393 Est. Cost $1454.86 Unrealized +6.7%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $609 Shares 2,436 Est. Cost $227.69 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $594 Shares 2,332 Est. Cost $247.31 Unrealized +3.1%
TSN TYSON FOODS INC 0.1%
Value ($000) $565 Shares 9,893 Est. Cost $49.25 Unrealized +12.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $535 Shares 9,013 Est. Cost $43.75 Unrealized +30.0%
FDX FEDEX CORP 0.1%
Value ($000) $530 Shares 1,767 Est. Cost $219.82 Unrealized +14.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $522 Shares 7,178 Est. Cost $47.15 Unrealized +47.4%
DEO DIAGEO PLC 0.1%
Value ($000) $519 Shares 4,115 Est. Cost $174.72 Unrealized
DOW DOW INC 0.1%
Value ($000) $513 Shares 9,674 Est. Cost $46.90 Unrealized +9.2%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $495 Shares 14,086 Est. Cost $31.92 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $469 Shares 978 Est. Cost $421.92 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $461 Shares 3,400 Est. Cost $92.62 Unrealized +44.1%
SGOL ETFS GOLD TR 0.1%
Value ($000) $444 Shares 19,983 Est. Cost $20.04 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $440 Shares 4,990 Est. Cost $91.04 Unrealized -15.6%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $433 Shares 8,009 Est. Cost $52.41 Unrealized +10.4%
WERN WERNER ENTERPRISES INC 0.1%
Value ($000) $432 Shares 12,051 Est. Cost $43.09 Unrealized -15.2%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $423 Shares 10,125 Est. Cost $43.55 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $421 Shares 4,800 Est. Cost $74.82 Unrealized +10.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $405 Shares 5,202 Est. Cost $86.18 Unrealized -9.4%
SHY ISHARES TR 0.1%
Value ($000) $403 Shares 4,931 Est. Cost $80.97 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $384 Shares 12,176 Est. Cost $32.37 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $380 Shares 1,907 Est. Cost $152.12 Unrealized +19.9%
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $379 Shares 11,102 Est. Cost $29.33 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $375 Shares 3,142 Est. Cost $93.91 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $373 Shares 5,791 Est. Cost $65.89 Unrealized +6.2%
UMBF UMB FINL CORP 0.1%
Value ($000) $373 Shares 4,469 Est. Cost $74.75 Unrealized +9.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $362 Shares 711 Est. Cost $458.95 Unrealized +3.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $356 Shares 9,097 Est. Cost $42.11 Unrealized -11.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $349 Shares 3,442 Est. Cost $91.29 Unrealized 0.0%
EYLD CAMBRIA ETF TR 0.1%
Value ($000) $347 Shares 10,072 Est. Cost $28.88 Unrealized
LEAD SIREN ETF TR 0.1%
Value ($000) $342 Shares 5,370 Est. Cost $54.45 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $342 Shares 1,600 Est. Cost $171.28 Unrealized +7.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $330 Shares 5,573 Est. Cost $73.38 Unrealized -16.3%
KO COCA COLA CO 0.0%
Value ($000) $325 Shares 5,106 Est. Cost $53.26 Unrealized +10.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $316 Shares 3,151 Est. Cost $83.66 Unrealized +12.7%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $310 Shares 13,896 Est. Cost $22.48 Unrealized -3.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $303 Shares 6,661 Est. Cost $36.74 Unrealized +6.5%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $302 Shares 7,497 Est. Cost $34.80 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $302 Shares 3,258 Est. Cost $67.26 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $297 Shares 890 Est. Cost $229.00 Unrealized +47.9%
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $294 Shares 6,487 Est. Cost $43.58 Unrealized
LIF LIFE360 INC 0.0%
Value ($000) $292 Shares 9,007 Est. Cost $29.83 Unrealized 0.0%
XSOE WISDOMTREE TR 0.0%
Value ($000) $285 Shares 9,320 Est. Cost $27.27 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $283 Shares 6,100 Est. Cost $30.24 Unrealized +46.8%
TGT TARGET CORP 0.0%
Value ($000) $282 Shares 1,904 Est. Cost $171.38 Unrealized -13.7%
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $282 Shares 13,303 Est. Cost $21.17 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $278 Shares 4,246 Est. Cost $58.64 Unrealized +11.1%
NVR NVR INC 0.0%
Value ($000) $273 Shares 36 Est. Cost $5999.34 Unrealized +27.5%
CSR CENTERSPACE 0.0%
Value ($000) $270 Shares 3,996 Est. Cost $67.63 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $268 Shares 6,966 Est. Cost $32.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $267 Shares 6,420 Est. Cost $57.28 Unrealized -28.4%
BP BP PLC 0.0%
Value ($000) $266 Shares 7,372 Est. Cost $38.43 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $261 Shares 9,361 Est. Cost $27.84 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $260 Shares 22,503 Est. Cost $12.18 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $249 Shares 19,833 Est. Cost $12.37 Unrealized -10.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $249 Shares 4,738 Est. Cost $52.46 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $243 Shares 2,054 Est. Cost $101.70 Unrealized +10.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $237 Shares 3,083 Est. Cost $64.59 Unrealized +13.3%
SYY SYSCO CORP 0.0%
Value ($000) $235 Shares 3,285 Est. Cost $73.09 Unrealized -2.6%
PHDG POWERSHARES ACTIVELY MANAGED 0.0%
Value ($000) $234 Shares 6,263 Est. Cost $33.62 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $234 Shares 4,651 Est. Cost $50.24 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $234 Shares 2,644 Est. Cost $84.61 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $225 Shares 2,470 Est. Cost $92.87 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $217 Shares 2,763 Est. Cost $86.90 Unrealized -10.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $216 Shares 954 Est. Cost $226.33 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $213 Shares 1,000 Est. Cost $191.03 Unrealized +6.2%
MRK MERCK & CO INC 0.0%
Value ($000) $211 Shares 1,701 Est. Cost $115.77 Unrealized +5.1%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $205 Shares 2,440 Est. Cost $59.05 Unrealized +39.1%
GE GE AEROSPACE 0.0%
Value ($000) $200 Shares 1,261 Est. Cost $157.95 Unrealized 0.0%
BBDC BARINGS BDC INC 0.0%
Value ($000) $150 Shares 15,431 Est. Cost $6.94 Unrealized +13.3%
DCTH DELCATH SYS INC 0.0%
Value ($000) $146 Shares 17,443 Est. Cost $3.27 Unrealized +93.5%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $111 Shares 15,846 Est. Cost $13.94 Unrealized -47.6%
AGNC AGNC INVT CORP 0.0%
Value ($000) $101 Shares 10,583 Est. Cost $9.44 Unrealized