WealthPlan Investment Management, LLC Diversified Active

Location: Omaha, NE

CIK: 0001929986 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $1.795B (100.0% shares, 0.0% debt)

Holdings (458)

AAPL APPLE INC 6.0%
Value $107M Shares 422,306 Est. Cost $193.37 Unrealized +35.9%
IVV ISHARES TR 4.6%
Value $81.77M Shares 125,181 Est. Cost $656.06 Unrealized
BFLB EA SERIES TRUST 2.9%
Value $52.08M Shares 1,046,101 Est. Cost $51.01 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value $50.13M Shares 156,274 Est. Cost $276.57 Unrealized
NVDA NVIDIA CORPORATION 2.7%
Value $48.08M Shares 275,706 Est. Cost $147.35 Unrealized +26.7%
IEMG ISHARES INC 2.1%
Value $37.07M Shares 531,492 Est. Cost $62.67 Unrealized
EPS WISDOMTREE TR 1.7%
Value $31.27M Shares 459,137 Est. Cost $68.57 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $30.02M Shares 81,091 Est. Cost $427.58 Unrealized +1.6%
JIRE J P MORGAN EXCHANGE TRADED F 1.5%
Value $27.6M Shares 364,349 Est. Cost $74.43 Unrealized
GOOGL ALPHABET INC 1.5%
Value $26.72M Shares 92,913 Est. Cost $251.53 Unrealized +28.5%
GOOG ALPHABET INC 1.4%
Value $25.76M Shares 89,805 Est. Cost $137.18 Unrealized +135.9%
SCHF SCHWAB STRATEGIC TR 1.4%
Value $25.23M Shares 1,019,447 Est. Cost $28.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $24.86M Shares 51,873 Est. Cost $390.26 Unrealized +26.4%
SPAB SPDR SERIES TRUST 1.4%
Value $24.29M Shares 948,018 Est. Cost $25.95 Unrealized
META META PLATFORMS INC 1.3%
Value $24M Shares 41,954 Est. Cost $469.41 Unrealized +39.7%
JAVA J P MORGAN EXCHANGE TRADED F 1.3%
Value $23.38M Shares 325,895 Est. Cost $70.45 Unrealized
AGG ISHARES TR 1.3%
Value $23M Shares 231,674 Est. Cost $99.58 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 1.2%
Value $22.08M Shares 338,342 Est. Cost $66.27 Unrealized
AGGY WISDOMTREE TR 1.2%
Value $22.06M Shares 507,625 Est. Cost $43.82 Unrealized
IVE ISHARES TR 1.2%
Value $21.72M Shares 102,859 Est. Cost $197.70 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 1.1%
Value $20.58M Shares 243,522 Est. Cost $89.57 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.1%
Value $19.16M Shares 406,896 Est. Cost $47.22 Unrealized
WMT WALMART INC 1.0%
Value $18.36M Shares 147,746 Est. Cost $61.32 Unrealized +99.0%
XOM EXXON MOBIL CORP 1.0%
Value $17.84M Shares 105,133 Est. Cost $112.17 Unrealized +23.7%
IEFA ISHARES TR 1.0%
Value $17.33M Shares 191,382 Est. Cost $89.00 Unrealized
AVEM AMERICAN CENTY ETF TR 1.0%
Value $17.1M Shares 212,186 Est. Cost $63.65 Unrealized
AMZN AMAZON COM INC 0.9%
Value $16.84M Shares 80,859 Est. Cost $168.31 Unrealized +34.8%
CVX CHEVRON CORPORATION 0.9%
Value $16.22M Shares 78,379 Est. Cost $136.46 Unrealized +25.9%
PAAA PGIM ETF TR 0.9%
Value $16.07M Shares 314,049 Est. Cost $51.18 Unrealized
CASY CASEYS GEN STORES INC 0.9%
Value $15.46M Shares 21,242 Est. Cost $245.30 Unrealized +157.3%
JNJ JOHNSON & JOHNSON 0.8%
Value $14.66M Shares 59,970 Est. Cost $159.59 Unrealized +42.8%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.8%
Value $14.62M Shares 718,613 Est. Cost $20.48 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.8%
Value $14.18M Shares 286,783 Est. Cost $49.85 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $13.79M Shares 13,835 Est. Cost $650.19 Unrealized +48.2%
JMEE J P MORGAN EXCHANGE TRADED F 0.7%
Value $13.16M Shares 197,056 Est. Cost $64.93 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.7%
Value $12.89M Shares 201,764 Est. Cost $62.18 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.7%
Value $12.77M Shares 378,290 Est. Cost $26.73 Unrealized
BOXX EA SERIES TRUST 0.7%
Value $12.75M Shares 109,680 Est. Cost $113.81 Unrealized
DGRO ISHARES TR 0.7%
Value $12.63M Shares 179,952 Est. Cost $59.46 Unrealized
ABBV ABBVIE INC 0.7%
Value $11.99M Shares 55,150 Est. Cost $139.42 Unrealized +59.6%
HEQT SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value $11.72M Shares 371,916 Est. Cost $27.28 Unrealized
CLOI VANECK ETF TRUST 0.6%
Value $10.58M Shares 200,819 Est. Cost $52.55 Unrealized
BIL SPDR SERIES TRUST 0.6%
Value $10.51M Shares 114,666 Est. Cost $91.75 Unrealized
QHY WISDOMTREE TR 0.6%
Value $10.44M Shares 229,310 Est. Cost $45.76 Unrealized
AVGO BROADCOM INC 0.6%
Value $10.4M Shares 33,588 Est. Cost $283.76 Unrealized +17.8%
VMI VALMONT INDS INC 0.5%
Value $9.846M Shares 24,641 Est. Cost $242.79 Unrealized +84.8%
LLY ELI LILLY & CO 0.5%
Value $9.811M Shares 10,667 Est. Cost $904.63 Unrealized +15.7%
JFLX J P MORGAN EXCHANGE TRADED F 0.5%
Value $9.793M Shares 197,158 Est. Cost $49.93 Unrealized
CAT CATERPILLAR INC 0.5%
Value $9.756M Shares 13,770 Est. Cost $499.21 Unrealized +37.1%
FTLS FIRST TR EXCH TRADED FD III 0.5%
Value $9.359M Shares 133,010 Est. Cost $57.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $9.336M Shares 13 Est. Cost $729330.75 Unrealized +1.5%
JPM JPMORGAN CHASE & CO 0.5%
Value $8.874M Shares 30,167 Est. Cost $179.98 Unrealized +73.0%
TSLA TESLA INC 0.5%
Value $8.736M Shares 23,499 Est. Cost $344.44 Unrealized +23.7%
MA MASTERCARD INCORPORATED 0.5%
Value $8.528M Shares 17,067 Est. Cost $425.86 Unrealized +26.6%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value $8.185M Shares 42,648 Est. Cost $191.91 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $8.078M Shares 12,421 Est. Cost $582.57 Unrealized
AZN ASTRAZENECA PLC 0.4%
Value $7.969M Shares 40,405 Est. Cost $190.39 Unrealized 0.0%
IGRO ISHARES TR 0.4%
Value $7.842M Shares 93,611 Est. Cost $69.19 Unrealized
WTPI WISDOMTREE TR 0.4%
Value $7.812M Shares 244,805 Est. Cost $32.31 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $7.439M Shares 50,852 Est. Cost $92.16 Unrealized +67.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $7.411M Shares 147,635 Est. Cost $34.46 Unrealized +27.2%
COWZ PACER FDS TR 0.4%
Value $7.304M Shares 116,749 Est. Cost $52.62 Unrealized
KO COCA COLA CO 0.4%
Value $7.181M Shares 94,425 Est. Cost $70.87 Unrealized +5.5%
V VISA INC 0.4%
Value $6.941M Shares 22,964 Est. Cost $331.33 Unrealized -0.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value $6.738M Shares 112,706 Est. Cost $59.86 Unrealized
STXV EA SERIES TRUST 0.4%
Value $6.669M Shares 189,820 Est. Cost $35.14 Unrealized
STXG EA SERIES TRUST 0.4%
Value $6.611M Shares 140,954 Est. Cost $46.91 Unrealized
HD HOME DEPOT INC 0.4%
Value $6.548M Shares 19,909 Est. Cost $367.44 Unrealized +2.6%
AMAT APPLIED MATLS INC 0.4%
Value $6.469M Shares 18,927 Est. Cost $307.19 Unrealized +6.3%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $6.312M Shares 246,185 Est. Cost $24.15 Unrealized
EMLC VANECK ETF TRUST 0.3%
Value $6.14M Shares 244,517 Est. Cost $25.37 Unrealized
HYIN WISDOMTREE TR 0.3%
Value $6.118M Shares 424,306 Est. Cost $14.90 Unrealized
ORCL ORACLE CORP 0.3%
Value $6.01M Shares 40,857 Est. Cost $200.79 Unrealized -15.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value $5.997M Shares 9,922 Est. Cost $433.07 Unrealized +38.8%
NUE NUCOR CORP 0.3%
Value $5.918M Shares 34,999 Est. Cost $135.90 Unrealized +31.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $5.898M Shares 21,798 Est. Cost $332.07 Unrealized -7.0%
AMGN AMGEN INC 0.3%
Value $5.816M Shares 16,530 Est. Cost $276.71 Unrealized +26.4%
SPYG SPDR SERIES TRUST 0.3%
Value $5.74M Shares 58,630 Est. Cost $76.16 Unrealized
MOAT VANECK ETF TRUST 0.3%
Value $5.367M Shares 55,504 Est. Cost $82.13 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value $5.313M Shares 95,696 Est. Cost $56.39 Unrealized
PEP PEPSICO INC 0.3%
Value $5.155M Shares 33,195 Est. Cost $154.99 Unrealized -0.2%
SCHD SCHWAB STRATEGIC TR 0.3%
Value $5.144M Shares 167,669 Est. Cost $31.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $5.026M Shares 20,733 Est. Cost $138.67 Unrealized +104.7%
MCD MCDONALDS CORP 0.3%
Value $4.917M Shares 15,821 Est. Cost $298.32 Unrealized +6.3%
EMR EMERSON ELEC CO 0.3%
Value $4.914M Shares 37,504 Est. Cost $109.13 Unrealized +36.1%
AGOX STARBOARD INVT TR 0.3%
Value $4.911M Shares 184,469 Est. Cost $25.90 Unrealized
MINT PIMCO ETF TR 0.3%
Value $4.895M Shares 48,670 Est. Cost $100.63 Unrealized
NFLX NETFLIX INC. 0.3%
Value $4.733M Shares 49,229 Est. Cost $94.66 Unrealized -11.4%
MSM MSC INDL DIRECT INC 0.3%
Value $4.715M Shares 51,102 Est. Cost $87.98 Unrealized +1.0%
GEV GE VERNOVA INC 0.3%
Value $4.584M Shares 5,251 Est. Cost $535.69 Unrealized +37.6%
PG PROCTER & GAMBLE CO 0.3%
Value $4.58M Shares 31,707 Est. Cost $152.69 Unrealized -0.6%
INTC INTEL CORP 0.2%
Value $4.455M Shares 100,947 Est. Cost $30.80 Unrealized +50.8%
ASTS AST SPACEMOBILE INC 0.2%
Value $4.304M Shares 51,942 Est. Cost $29.30 Unrealized +234.9%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value $4.28M Shares 17,184 Est. Cost $170.96 Unrealized +58.4%
MRK MERCK & CO INC 0.2%
Value $4.209M Shares 34,993 Est. Cost $94.10 Unrealized +21.5%
FLBL FRANKLIN TEMPLETON ETF TR 0.2%
Value $4.177M Shares 181,598 Est. Cost $24.27 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $4.176M Shares 12,361 Est. Cost $329.52 Unrealized +17.5%
TDV PROSHARES TR 0.2%
Value $4.074M Shares 48,091 Est. Cost $72.36 Unrealized
ICOW PACER FDS TR 0.2%
Value $4.068M Shares 95,846 Est. Cost $32.31 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $4.031M Shares 20,764 Est. Cost $160.76 Unrealized +28.3%
TMUS T-MOBILE US INC 0.2%
Value $3.913M Shares 18,628 Est. Cost $210.83 Unrealized -5.0%
GGG GRACO INC 0.2%
Value $3.862M Shares 45,623 Est. Cost $73.36 Unrealized +21.5%
ALB ALBEMARLE CORP 0.2%
Value $3.765M Shares 20,974 Est. Cost $105.41 Unrealized +62.5%
O REALTY INCOME CORP 0.2%
Value $3.728M Shares 60,936 Est. Cost $52.59 Unrealized +9.0%
IVW ISHARES TR 0.2%
Value $3.692M Shares 32,642 Est. Cost $99.95 Unrealized
SPYD SPDR SERIES TRUST 0.2%
Value $3.676M Shares 80,756 Est. Cost $44.24 Unrealized
TSN TYSON FOODS INC 0.2%
Value $3.672M Shares 57,318 Est. Cost $55.78 Unrealized +11.7%
ESGU ISHARES TR 0.2%
Value $3.645M Shares 25,775 Est. Cost $130.25 Unrealized
STRV EA SERIES TRUST 0.2%
Value $3.608M Shares 85,958 Est. Cost $41.97 Unrealized
BTAL AGF INVTS TR 0.2%
Value $3.567M Shares 255,488 Est. Cost $14.10 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value $3.501M Shares 34,098 Est. Cost $121.45 Unrealized -5.0%
CFR CULLEN FROST BANKERS INC 0.2%
Value $3.491M Shares 25,464 Est. Cost $110.10 Unrealized +27.2%
GXPC GLOBAL X FDS 0.2%
Value $3.487M Shares 126,631 Est. Cost $27.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $3.475M Shares 7,070 Est. Cost $469.03 Unrealized +22.5%
HYLB DBX ETF TR 0.2%
Value $3.447M Shares 95,314 Est. Cost $36.68 Unrealized
TRUT VANECK ETF TRUST 0.2%
Value $3.373M Shares 140,954 Est. Cost $23.93 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value $3.223M Shares 26,250 Est. Cost $130.14 Unrealized +3.8%
MBSF VALUED ADVISERS TR 0.2%
Value $3.158M Shares 123,803 Est. Cost $25.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $3.148M Shares 15,476 Est. Cost $212.35 Unrealized +4.4%
STXK EA SERIES TRUST 0.2%
Value $3.1M Shares 92,929 Est. Cost $33.36 Unrealized
BX BLACKSTONE INC 0.2%
Value $3.032M Shares 26,370 Est. Cost $125.78 Unrealized +12.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value $2.982M Shares 31,839 Est. Cost $84.49 Unrealized
GPC GENUINE PARTS CO 0.2%
Value $2.96M Shares 27,991 Est. Cost $128.99 Unrealized +3.5%
UNP UNION PAC CORP 0.2%
Value $2.924M Shares 12,053 Est. Cost $223.10 Unrealized +9.1%
FLTR VANECK ETF TRUST 0.2%
Value $2.917M Shares 114,484 Est. Cost $25.23 Unrealized
VOYG VOYAGER TECHNOLOGIES INC 0.2%
Value $2.907M Shares 124,278 Est. Cost $27.36 Unrealized +9.7%
T AT&T INC 0.2%
Value $2.852M Shares 98,373 Est. Cost $25.13 Unrealized +2.5%
GILD GILEAD SCIENCES INC 0.2%
Value $2.744M Shares 19,692 Est. Cost $123.73 Unrealized +11.8%
SCHW SCHWAB CHARLES CORP 0.2%
Value $2.711M Shares 28,843 Est. Cost $92.34 Unrealized +8.4%
BAC BANK AMERICA CORP 0.2%
Value $2.698M Shares 55,346 Est. Cost $48.57 Unrealized +10.5%
SEMI COLUMBIA ETF TR I 0.1%
Value $2.649M Shares 91,734 Est. Cost $22.22 Unrealized
PFFD GLOBAL X FDS 0.1%
Value $2.628M Shares 142,850 Est. Cost $18.83 Unrealized
RPM RPM INTL INC 0.1%
Value $2.619M Shares 26,349 Est. Cost $105.07 Unrealized +6.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $2.555M Shares 12,278 Est. Cost $224.93 Unrealized 0.0%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $2.547M Shares 119,357 Est. Cost $24.37 Unrealized
DOV DOVER CORP 0.1%
Value $2.516M Shares 12,070 Est. Cost $175.57 Unrealized +22.3%
IVLU ISHARES TR 0.1%
Value $2.507M Shares 63,181 Est. Cost $32.89 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value $2.458M Shares 8,461 Est. Cost $253.12 Unrealized +7.3%
PJAN INNOVATOR ETFS TRUST 0.1%
Value $2.451M Shares 53,137 Est. Cost $37.89 Unrealized
IWN ISHARES TR 0.1%
Value $2.449M Shares 12,917 Est. Cost $172.66 Unrealized
GE GE AEROSPACE 0.1%
Value $2.444M Shares 8,611 Est. Cost $299.02 Unrealized +6.4%
FLRT PACER FDS TR 0.1%
Value $2.434M Shares 52,569 Est. Cost $46.31 Unrealized
STXT EA SERIES TRUST 0.1%
Value $2.366M Shares 118,825 Est. Cost $19.91 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $2.317M Shares 4,014 Est. Cost $513.33 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $2.311M Shares 37,730 Est. Cost $60.75 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $2.263M Shares 4,908 Est. Cost $474.28 Unrealized +9.8%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value $2.24M Shares 41,067 Est. Cost $52.52 Unrealized
LOW LOWES COS INC 0.1%
Value $2.178M Shares 9,217 Est. Cost $224.41 Unrealized +21.0%
VOO VANGUARD INDEX FDS 0.1%
Value $2.108M Shares 3,528 Est. Cost $581.94 Unrealized
DTH WISDOMTREE TR 0.1%
Value $2.091M Shares 38,649 Est. Cost $41.44 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $2.086M Shares 6,896 Est. Cost $356.61 Unrealized -0.1%
SPTM SPDR SERIES TRUST 0.1%
Value $2.042M Shares 25,824 Est. Cost $71.24 Unrealized
UDEC INNOVATOR ETFS TRUST 0.1%
Value $2.022M Shares 52,061 Est. Cost $34.93 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $2.014M Shares 35,596 Est. Cost $55.98 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.005M Shares 43,523 Est. Cost $46.29 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $2.001M Shares 15,057 Est. Cost $163.04 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value $1.999M Shares 7,046 Est. Cost $184.42 Unrealized +13.8%
GLD SPDR GOLD TR 0.1%
Value $1.999M Shares 4,646 Est. Cost $295.39 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.953M Shares 11,897 Est. Cost $107.63 Unrealized +10.6%
VRT VERTIV HOLDINGS CO 0.1%
Value $1.929M Shares 7,697 Est. Cost $87.94 Unrealized +127.3%
DEM WISDOMTREE TR 0.1%
Value $1.898M Shares 38,200 Est. Cost $44.67 Unrealized
PFE PFIZER INC 0.1%
Value $1.878M Shares 66,894 Est. Cost $37.60 Unrealized -30.4%
QUAL ISHARES TR 0.1%
Value $1.834M Shares 9,564 Est. Cost $182.82 Unrealized
TLT ISHARES TR 0.1%
Value $1.778M Shares 20,514 Est. Cost $87.70 Unrealized
BRO BROWN & BROWN INC 0.1%
Value $1.771M Shares 27,151 Est. Cost $82.95 Unrealized -10.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $1.766M Shares 4,524 Est. Cost $425.60 Unrealized +1.3%
EFG ISHARES TR 0.1%
Value $1.761M Shares 15,808 Est. Cost $109.91 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $1.756M Shares 24,406 Est. Cost $69.97 Unrealized +12.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $1.745M Shares 33,079 Est. Cost $62.00 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $1.725M Shares 29,223 Est. Cost $76.22 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value $1.709M Shares 24,241 Est. Cost $28.07 Unrealized +264.7%
DGRW WISDOMTREE TR 0.1%
Value $1.697M Shares 19,319 Est. Cost $72.39 Unrealized
CATX PERSPECTIVE THERAPEUTICS INC 0.1%
Value $1.685M Shares 404,071 Est. Cost $12.51 Unrealized -69.3%
LRCX LAM RESEARCH CORP 0.1%
Value $1.644M Shares 7,696 Est. Cost $184.87 Unrealized +22.2%
IWF ISHARES TR 0.1%
Value $1.622M Shares 3,805 Est. Cost $426.41 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $1.619M Shares 10,793 Est. Cost $226.10 Unrealized -31.0%
GAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $1.582M Shares 40,862 Est. Cost $37.30 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value $1.573M Shares 39,578 Est. Cost $37.89 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $1.521M Shares 19,722 Est. Cost $76.29 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $1.518M Shares 3,570 Est. Cost $444.80 Unrealized +9.1%
NEAR ISHARES U S ETF TR 0.1%
Value $1.517M Shares 29,851 Est. Cost $51.23 Unrealized
NVS NOVARTIS AG 0.1%
Value $1.465M Shares 9,594 Est. Cost $119.74 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value $1.416M Shares 29,508 Est. Cost $47.93 Unrealized
GOLF ACUSHNET HLDGS CORP 0.1%
Value $1.383M Shares 14,793 Est. Cost $45.88 Unrealized +107.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $1.371M Shares 4,057 Est. Cost $213.56 Unrealized
DLN WISDOMTREE TR 0.1%
Value $1.348M Shares 15,092 Est. Cost $88.45 Unrealized
ADBE ADOBE INC 0.1%
Value $1.337M Shares 5,502 Est. Cost $460.97 Unrealized -37.1%
SPYM SPDR SERIES TRUST 0.1%
Value $1.328M Shares 17,357 Est. Cost $73.57 Unrealized
KLAC KLA CORP 0.1%
Value $1.321M Shares 897 Est. Cost $1308.40 Unrealized +11.7%
DECT AIM ETF PRODUCTS TRUST 0.1%
Value $1.313M Shares 36,927 Est. Cost $34.94 Unrealized
CMF ISHARES TR 0.1%
Value $1.311M Shares 23,049 Est. Cost $55.74 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value $1.301M Shares 28,294 Est. Cost $46.35 Unrealized
ACEI INNOVATOR ETFS TRUST 0.1%
Value $1.288M Shares 55,668 Est. Cost $23.14 Unrealized
NKE NIKE INC 0.1%
Value $1.275M Shares 24,140 Est. Cost $89.17 Unrealized -28.3%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $1.263M Shares 32,867 Est. Cost $48.20 Unrealized
IWB ISHARES TR 0.1%
Value $1.257M Shares 3,525 Est. Cost $346.50 Unrealized
OEF ISHARES TR 0.1%
Value $1.217M Shares 3,825 Est. Cost $304.36 Unrealized
NOBL PROSHARES TR 0.1%
Value $1.205M Shares 11,366 Est. Cost $106.01 Unrealized
ACII INNOVATOR ETFS TRUST 0.1%
Value $1.188M Shares 47,355 Est. Cost $25.08 Unrealized
EFV ISHARES TR 0.1%
Value $1.131M Shares 15,211 Est. Cost $63.48 Unrealized
SGVT SCHWAB STRATEGIC TR 0.1%
Value $1.125M Shares 11,167 Est. Cost $100.48 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.111M Shares 23,372 Est. Cost $40.70 Unrealized
STXE EA SERIES TRUST 0.1%
Value $1.109M Shares 28,368 Est. Cost $39.08 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $1.106M Shares 2,532 Est. Cost $427.15 Unrealized
QLC FLEXSHARES TR 0.1%
Value $1.104M Shares 14,124 Est. Cost $78.16 Unrealized
RGTI RIGETTI COMPUTING INC 0.1%
Value $1.101M Shares 78,444 Est. Cost $20.45 Unrealized 0.0%
TILT FLEXSHARES TR 0.1%
Value $1.096M Shares 4,539 Est. Cost $241.37 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value $1.089M Shares 9,474 Est. Cost $114.91 Unrealized
VLTO VERALTO CORP 0.1%
Value $1.082M Shares 12,242 Est. Cost $103.14 Unrealized -5.5%
PAPR INNOVATOR ETFS TRUST 0.1%
Value $1.078M Shares 27,080 Est. Cost $39.12 Unrealized
IYW ISHARES TR 0.1%
Value $1.057M Shares 5,824 Est. Cost $173.27 Unrealized
POCT INNOVATOR ETFS TRUST 0.1%
Value $1.055M Shares 24,474 Est. Cost $43.88 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.05M Shares 21,000 Est. Cost $50.25 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value $1.023M Shares 17,266 Est. Cost $56.02 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.017M Shares 6,341 Est. Cost $188.71 Unrealized -8.8%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.013M Shares 6,113 Est. Cost $165.70 Unrealized
CHAT TIDAL TRUST II 0.1%
Value $1.012M Shares 16,367 Est. Cost $61.85 Unrealized
IWM ISHARES TR 0.1%
Value $1.003M Shares 4,045 Est. Cost $211.54 Unrealized
GLD SPDR GOLD TR 0.1%
Value $990K Shares 2,300 Est. Cost $295.39 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $987K Shares 3,302 Est. Cost $287.54 Unrealized
TLTD FLEXSHARES TR 0.1%
Value $975K Shares 10,374 Est. Cost $93.99 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $966K Shares 5,840 Est. Cost $142.30 Unrealized +23.6%
IWP ISHARES TR 0.1%
Value $963K Shares 7,517 Est. Cost $121.58 Unrealized
APH AMPHENOL CORP 0.1%
Value $961K Shares 7,604 Est. Cost $138.48 Unrealized +5.7%
IUSB ISHARES TR 0.1%
Value $955K Shares 20,666 Est. Cost $46.23 Unrealized
ITOT ISHARES TR 0.1%
Value $945K Shares 6,633 Est. Cost $131.86 Unrealized
REGL PROSHARES TR 0.1%
Value $911K Shares 10,548 Est. Cost $73.21 Unrealized
JHID JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $909K Shares 22,437 Est. Cost $30.31 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value $903K Shares 5,968 Est. Cost $151.28 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $901K Shares 11,321 Est. Cost $49.18 Unrealized +83.1%
AOS SMITH A O CORP 0.1%
Value $898K Shares 13,614 Est. Cost $75.14 Unrealized -1.4%
NTSI WISDOMTREE TR 0.0%
Value $879K Shares 19,980 Est. Cost $44.09 Unrealized
USMV ISHARES TR 0.0%
Value $853K Shares 9,195 Est. Cost $93.32 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $848K Shares 443 Est. Cost $1578.76 Unrealized +31.6%
VTV VANGUARD INDEX FDS 0.0%
Value $844K Shares 4,299 Est. Cost $184.20 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $809K Shares 1,186 Est. Cost $506.14 Unrealized +33.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $804K Shares 3,737 Est. Cost $196.32 Unrealized
WPC WP CAREY INC 0.0%
Value $800K Shares 11,777 Est. Cost $65.20 Unrealized
IEV ISHARES TR 0.0%
Value $800K Shares 11,769 Est. Cost $63.25 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $798K Shares 38,426 Est. Cost $22.72 Unrealized +11.5%
IWO ISHARES TR 0.0%
Value $797K Shares 2,539 Est. Cost $313.81 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value $775K Shares 12,885 Est. Cost $60.12 Unrealized
NTSX WISDOMTREE TR 0.0%
Value $772K Shares 14,807 Est. Cost $51.44 Unrealized
IJH ISHARES TR 0.0%
Value $770K Shares 11,405 Est. Cost $65.52 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $753K Shares 25,898 Est. Cost $25.86 Unrealized
CVNA CARVANA CO 0.0%
Value $749K Shares 2,383 Est. Cost $408.48 Unrealized 0.0%
GMUB GOLDMAN SACHS ETF TR 0.0%
Value $736K Shares 14,452 Est. Cost $50.98 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $735K Shares 11,726 Est. Cost $62.68 Unrealized
SQQQ PROSHARES TR 0.0%
Value $728K Shares 9,050 Est. Cost $75.12 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $719K Shares 6,414 Est. Cost $112.11 Unrealized
TJX TJX COS INC NEW 0.0%
Value $714K Shares 4,473 Est. Cost $146.09 Unrealized +5.6%
DYNF BLACKROCK ETF TRUST 0.0%
Value $710K Shares 12,197 Est. Cost $54.46 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $709K Shares 56,706 Est. Cost $14.14 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value $704K Shares 14,132 Est. Cost $49.81 Unrealized
ZLAB ZAI LAB LTD 0.0%
Value $691K Shares 36,761 Est. Cost $39.16 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $685K Shares 5,234 Est. Cost $94.97 Unrealized +27.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $685K Shares 1,936 Est. Cost $510.34 Unrealized -25.9%
BKE BUCKLE INC 0.0%
Value $677K Shares 13,452 Est. Cost $35.76 Unrealized +44.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $671K Shares 3,223 Est. Cost $208.05 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $667K Shares 5,089 Est. Cost $76.78 Unrealized +57.0%
QDF FLEXSHARES TR 0.0%
Value $665K Shares 8,412 Est. Cost $80.03 Unrealized
PULS PGIM ETF TR 0.0%
Value $660K Shares 13,338 Est. Cost $49.50 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $655K Shares 10,219 Est. Cost $63.39 Unrealized
SUSL ISHARES TR 0.0%
Value $654K Shares 5,759 Est. Cost $108.34 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $652K Shares 5,959 Est. Cost $109.36 Unrealized
DON WISDOMTREE TR 0.0%
Value $649K Shares 12,344 Est. Cost $52.17 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $648K Shares 5,316 Est. Cost $105.48 Unrealized
DE DEERE & CO 0.0%
Value $647K Shares 1,149 Est. Cost $388.27 Unrealized +42.0%
BA BOEING CO 0.0%
Value $647K Shares 3,250 Est. Cost $206.21 Unrealized +15.7%
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value $643K Shares 14,417 Est. Cost $44.61 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $638K Shares 5,443 Est. Cost $111.92 Unrealized
SCUS SCHWAB STRATEGIC TR 0.0%
Value $637K Shares 25,262 Est. Cost $25.20 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $637K Shares 10,495 Est. Cost $52.32 Unrealized +9.8%
XSOE WISDOMTREE TR 0.0%
Value $629K Shares 15,688 Est. Cost $33.60 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $619K Shares 2,604 Est. Cost $237.64 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value $618K Shares 8,458 Est. Cost $72.59 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $615K Shares 13,783 Est. Cost $32.52 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $615K Shares 10,843 Est. Cost $56.14 Unrealized
DNL WISDOMTREE TR 0.0%
Value $608K Shares 15,049 Est. Cost $36.55 Unrealized
IWD ISHARES TR 0.0%
Value $607K Shares 2,842 Est. Cost $213.67 Unrealized
REET ISHARES TR 0.0%
Value $600K Shares 23,864 Est. Cost $26.66 Unrealized
STIP ISHARES TR 0.0%
Value $593K Shares 5,732 Est. Cost $103.42 Unrealized
XHLF BONDBLOXX ETF TRUST 0.0%
Value $580K Shares 11,530 Est. Cost $50.31 Unrealized
NOW SERVICENOW INC 0.0%
Value $575K Shares 5,495 Est. Cost $161.71 Unrealized -25.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $569K Shares 7,109 Est. Cost $82.06 Unrealized -0.1%
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $563K Shares 3,444 Est. Cost $154.94 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value $555K Shares 16,845 Est. Cost $26.63 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value $554K Shares 5,156 Est. Cost $89.82 Unrealized
IQDF FLEXSHARES TR 0.0%
Value $544K Shares 17,177 Est. Cost $31.07 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value $542K Shares 6,371 Est. Cost $85.15 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $541K Shares 2,394 Est. Cost $187.04 Unrealized +20.8%
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $529K Shares 1,142 Est. Cost $432.74 Unrealized
EMXC ISHARES INC 0.0%
Value $518K Shares 6,583 Est. Cost $63.14 Unrealized
HDV ISHARES TR 0.0%
Value $512K Shares 3,775 Est. Cost $135.72 Unrealized
DJD INVESCO EXCHANGE TRADED FD T 0.0%
Value $512K Shares 8,570 Est. Cost $50.71 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $512K Shares 8,874 Est. Cost $58.47 Unrealized -0.5%
SPHY SPDR SERIES TRUST 0.0%
Value $507K Shares 21,726 Est. Cost $23.96 Unrealized
MRCP PGIM ROCK ETF TR 0.0%
Value $506K Shares 15,981 Est. Cost $29.86 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $504K Shares 9,457 Est. Cost $53.02 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $503K Shares 7,619 Est. Cost $43.90 Unrealized +43.6%
SCHP SCHWAB STRATEGIC TR 0.0%
Value $498K Shares 18,712 Est. Cost $25.83 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $497K Shares 10,502 Est. Cost $37.82 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $496K Shares 5,536 Est. Cost $86.20 Unrealized +8.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $489K Shares 1,751 Est. Cost $256.19 Unrealized +17.6%
UMBF UMB FINL CORP 0.0%
Value $482K Shares 4,270 Est. Cost $78.16 Unrealized +60.0%
FDX FEDEX CORP 0.0%
Value $478K Shares 1,341 Est. Cost $221.02 Unrealized +53.4%
VGT VANGUARD WORLD FD 0.0%
Value $475K Shares 680 Est. Cost $618.33 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $474K Shares 1,196 Est. Cost $508.92 Unrealized -7.3%
MDT MEDTRONIC PLC 0.0%
Value $474K Shares 5,466 Est. Cost $99.51 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value $473K Shares 10,076 Est. Cost $41.45 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $469K Shares 26,046 Est. Cost $17.06 Unrealized +17.3%
SPDW SPDR INDEX SHS FDS 0.0%
Value $469K Shares 10,273 Est. Cost $37.08 Unrealized
TLTE FLEXSHARES TR 0.0%
Value $463K Shares 6,888 Est. Cost $67.21 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $460K Shares 90,137 Est. Cost $4.82 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value $459K Shares 9,397 Est. Cost $48.86 Unrealized
IWS ISHARES TR 0.0%
Value $459K Shares 3,149 Est. Cost $145.74 Unrealized
IJR ISHARES TR 0.0%
Value $459K Shares 3,689 Est. Cost $124.32 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.0%
Value $458K Shares 9,202 Est. Cost $49.75 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value $457K Shares 4,767 Est. Cost $95.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $456K Shares 2,243 Est. Cost $225.83 Unrealized +6.6%
XYL XYLEM INC 0.0%
Value $456K Shares 3,812 Est. Cost $142.95 Unrealized -4.5%
IMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value $454K Shares 14,343 Est. Cost $31.64 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value $449K Shares 12,692 Est. Cost $31.86 Unrealized
XFIV BONDBLOXX ETF TRUST 0.0%
Value $448K Shares 9,123 Est. Cost $49.08 Unrealized
TSLA TESLA INC 0.0%
Value $446K Shares 1,200 Est. Cost $344.44 Unrealized +23.7%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $437K Shares 3,994 Est. Cost $109.47 Unrealized
HYGV FLEXSHARES TR 0.0%
Value $427K Shares 10,667 Est. Cost $40.46 Unrealized
IJT ISHARES TR 0.0%
Value $427K Shares 2,948 Est. Cost $137.21 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $421K Shares 2,537 Est. Cost $91.04 Unrealized +99.1%
SPSM SPDR SERIES TRUST 0.0%
Value $415K Shares 8,598 Est. Cost $48.32 Unrealized
SNDA SONIDA SENIOR LIVING INC 0.0%
Value $415K Shares 12,878 Est. Cost $32.91 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value $413K Shares 4,682 Est. Cost $62.36 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $403K Shares 4,264 Est. Cost $94.58 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $403K Shares 4,981 Est. Cost $81.54 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value $403K Shares 1,126 Est. Cost $350.47 Unrealized +0.9%
RAAX VANECK ETF TRUST 0.0%
Value $402K Shares 9,873 Est. Cost $40.71 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $400K Shares 3,878 Est. Cost $108.64 Unrealized
IAPR INNOVATOR ETFS TRUST 0.0%
Value $394K Shares 12,445 Est. Cost $30.84 Unrealized
F FORD MTR CO 0.0%
Value $390K Shares 33,776 Est. Cost $10.77 Unrealized +27.6%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $388K Shares 13,303 Est. Cost $29.21 Unrealized
IOCT INNOVATOR ETFS TRUST 0.0%
Value $387K Shares 11,033 Est. Cost $34.86 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $385K Shares 1,321 Est. Cost $260.70 Unrealized +10.7%
IJUL INNOVATOR ETFS TRUST 0.0%
Value $385K Shares 11,409 Est. Cost $33.51 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $384K Shares 2,025 Est. Cost $237.33 Unrealized -5.3%
IJAN INNOVATOR ETFS TRUST 0.0%
Value $383K Shares 10,567 Est. Cost $36.16 Unrealized
PIT VANECK ETF TRUST 0.0%
Value $383K Shares 5,296 Est. Cost $72.37 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value $381K Shares 8,458 Est. Cost $45.05 Unrealized
IREN IREN LIMITED 0.0%
Value $380K Shares 11,082 Est. Cost $48.26 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value $378K Shares 1,251 Est. Cost $280.29 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value $378K Shares 9,458 Est. Cost $29.33 Unrealized
QCOM QUALCOMM INC 0.0%
Value $374K Shares 2,902 Est. Cost $153.90 Unrealized 0.0%
SLYG SPDR SERIES TRUST 0.0%
Value $372K Shares 3,851 Est. Cost $96.62 Unrealized
IGM ISHARES TR 0.0%
Value $369K Shares 3,117 Est. Cost $112.34 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value $368K Shares 16,238 Est. Cost $22.07 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value $364K Shares 9,065 Est. Cost $32.31 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $363K Shares 4,837 Est. Cost $63.00 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $362K Shares 1,464 Est. Cost $190.06 Unrealized 0.0%
TOPT ISHARES TR 0.0%
Value $361K Shares 12,611 Est. Cost $30.65 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $357K Shares 803 Est. Cost $500.27 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value $352K Shares 1,533 Est. Cost $201.60 Unrealized +12.1%
GM GENERAL MTRS CO 0.0%
Value $351K Shares 4,711 Est. Cost $36.27 Unrealized +126.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value $349K Shares 2,277 Est. Cost $327.86 Unrealized -42.4%
SHOP SHOPIFY INC 0.0%
Value $348K Shares 2,933 Est. Cost $113.47 Unrealized +20.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $346K Shares 2,267 Est. Cost $155.23 Unrealized -4.5%
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $339K Shares 549 Est. Cost $617.08 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value $337K Shares 8,123 Est. Cost $41.65 Unrealized
XSVN BONDBLOXX ETF TRUST 0.0%
Value $336K Shares 7,051 Est. Cost $47.79 Unrealized
BNDC FLEXSHARES TR 0.0%
Value $336K Shares 15,126 Est. Cost $22.34 Unrealized
INOD INNODATA INC 0.0%
Value $334K Shares 8,657 Est. Cost $53.93 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value $332K Shares 2,051 Est. Cost $147.52 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $330K Shares 14,216 Est. Cost $23.24 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $329K Shares 1,347 Est. Cost $148.73 Unrealized +24.2%
DDWM WISDOMTREE TR 0.0%
Value $328K Shares 7,440 Est. Cost $44.11 Unrealized
AVIV AMERICAN CENTY ETF TR 0.0%
Value $327K Shares 4,369 Est. Cost $74.83 Unrealized
CIEN CIENA CORP 0.0%
Value $325K Shares 837 Est. Cost $194.00 Unrealized +39.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $324K Shares 4,310 Est. Cost $75.18 Unrealized
GUNR FLEXSHARES TR 0.0%
Value $319K Shares 5,775 Est. Cost $55.16 Unrealized
DOW DOW HLDGS INC 0.0%
Value $318K Shares 7,638 Est. Cost $29.05 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $318K Shares 3,449 Est. Cost $111.68 Unrealized 0.0%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value $315K Shares 13,204 Est. Cost $23.34 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $312K Shares 4,267 Est. Cost $73.14 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $312K Shares 4,566 Est. Cost $68.29 Unrealized
JULJ INNOVATOR ETFS TRUST 0.0%
Value $311K Shares 12,571 Est. Cost $24.77 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value $311K Shares 7,272 Est. Cost $42.47 Unrealized
APRJ INNOVATOR ETFS TRUST 0.0%
Value $309K Shares 12,630 Est. Cost $24.50 Unrealized
OCTJ INNOVATOR ETFS TRUST 0.0%
Value $309K Shares 13,069 Est. Cost $23.67 Unrealized
JANJ INNOVATOR ETFS TRUST 0.0%
Value $308K Shares 12,689 Est. Cost $24.24 Unrealized
C CITIGROUP INC 0.0%
Value $305K Shares 2,689 Est. Cost $72.86 Unrealized +59.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value $303K Shares 6,613 Est. Cost $45.89 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $300K Shares 618 Est. Cost $456.37 Unrealized +9.0%
EJUL INNOVATOR ETFS TRUST 0.0%
Value $299K Shares 9,989 Est. Cost $29.65 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value $298K Shares 14,295 Est. Cost $20.88 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $298K Shares 4,380 Est. Cost $32.81 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $298K Shares 1,895 Est. Cost $101.70 Unrealized +60.1%
CMC COMMERCIAL METALS CO 0.0%
Value $295K Shares 4,800 Est. Cost $48.00 Unrealized +60.3%
EJAN INNOVATOR ETFS TRUST 0.0%
Value $293K Shares 8,640 Est. Cost $33.79 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $293K Shares 4,044 Est. Cost $65.71 Unrealized +22.7%
XAR SPDR SERIES TRUST 0.0%
Value $292K Shares 1,151 Est. Cost $253.98 Unrealized
HYD VANECK ETF TRUST 0.0%
Value $292K Shares 5,823 Est. Cost $50.14 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $288K Shares 1,705 Est. Cost $112.64 Unrealized +60.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $287K Shares 1,940 Est. Cost $128.16 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $283K Shares 9,869 Est. Cost $39.38 Unrealized -24.3%
CSCO CISCO SYS INC 0.0%
Value $280K Shares 3,603 Est. Cost $77.91 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value $279K Shares 2,412 Est. Cost $104.76 Unrealized +17.4%
QTUM ETF SER SOLUTIONS 0.0%
Value $272K Shares 2,535 Est. Cost $107.30 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value $271K Shares 23,614 Est. Cost $14.96 Unrealized -1.6%
VLUE ISHARES TR 0.0%
Value $270K Shares 1,897 Est. Cost $113.23 Unrealized
TDTT FLEXSHARES TR 0.0%
Value $268K Shares 11,065 Est. Cost $24.24 Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value $266K Shares 6,415 Est. Cost $29.11 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value $261K Shares 4,983 Est. Cost $52.43 Unrealized
GNMA ISHARES TR 0.0%
Value $259K Shares 5,842 Est. Cost $43.95 Unrealized
EMB ISHARES TR 0.0%
Value $257K Shares 2,738 Est. Cost $90.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $257K Shares 304 Est. Cost $595.93 Unrealized +56.5%
NJAN INNOVATOR ETFS TRUST 0.0%
Value $256K Shares 4,805 Est. Cost $45.59 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $254K Shares 3,244 Est. Cost $78.41 Unrealized
USB US BANCORP 0.0%
Value $251K Shares 4,831 Est. Cost $49.96 Unrealized +13.4%
UTRE RBB FD INC 0.0%
Value $250K Shares 5,060 Est. Cost $49.80 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $249K Shares 1,384 Est. Cost $158.66 Unrealized +16.1%
LW LAMB WESTON HLDGS INC 0.0%
Value $248K Shares 5,870 Est. Cost $61.24 Unrealized -25.4%
ALL ALLSTATE CORP 0.0%
Value $248K Shares 1,194 Est. Cost $175.18 Unrealized +15.8%
MAGS LISTED FDS TR 0.0%
Value $246K Shares 4,241 Est. Cost $53.04 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value $244K Shares 6,183 Est. Cost $28.42 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $242K Shares 2,530 Est. Cost $95.72 Unrealized
IMAX IMAX CORP 0.0%
Value $241K Shares 6,353 Est. Cost $34.87 Unrealized +3.0%
VO VANGUARD INDEX FDS 0.0%
Value $241K Shares 838 Est. Cost $287.24 Unrealized
OKLO OKLO INC 0.0%
Value $236K Shares 4,764 Est. Cost $80.32 Unrealized 0.0%
SDD PROSHARES TR 0.0%
Value $236K Shares 20,467 Est. Cost $14.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $230K Shares 1,158 Est. Cost $253.23 Unrealized 0.0%
FVAL FIDELITY COVINGTON TRUST 0.0%
Value $228K Shares 3,289 Est. Cost $69.40 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $225K Shares 4,525 Est. Cost $49.24 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $224K Shares 5,068 Est. Cost $32.78 Unrealized
GLOF ISHARES TR 0.0%
Value $222K Shares 4,255 Est. Cost $52.12 Unrealized
EMKT LAZARD ACTIVE ETF TR 0.0%
Value $220K Shares 8,524 Est. Cost $25.08 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value $220K Shares 5,249 Est. Cost $37.52 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value $218K Shares 5,136 Est. Cost $40.01 Unrealized
RY ROYAL BK CDA 0.0%
Value $218K Shares 1,346 Est. Cost $154.91 Unrealized +9.7%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $218K Shares 4,656 Est. Cost $45.77 Unrealized
NVR NVR INC 0.0%
Value $217K Shares 33 Est. Cost $6548.12 Unrealized +16.4%
IBDU ISHARES TR 0.0%
Value $217K Shares 9,325 Est. Cost $23.26 Unrealized
CRWV COREWEAVE INC 0.0%
Value $215K Shares 2,773 Est. Cost $91.48 Unrealized 0.0%
DIAL COLUMBIA ETF TR I 0.0%
Value $213K Shares 11,756 Est. Cost $17.53 Unrealized
PCFI FUNDVANTAGE TR 0.0%
Value $211K Shares 9,275 Est. Cost $22.71 Unrealized
IJS ISHARES TR 0.0%
Value $210K Shares 1,777 Est. Cost $118.45 Unrealized
GPRE GREEN PLAINS INC 0.0%
Value $209K Shares 12,706 Est. Cost $7.25 Unrealized +69.4%
IFRA ISHARES TR 0.0%
Value $206K Shares 3,610 Est. Cost $57.20 Unrealized
KKR KKR & CO INC 0.0%
Value $205K Shares 2,218 Est. Cost $114.76 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value $205K Shares 2,049 Est. Cost $99.99 Unrealized
EEM ISHARES TR 0.0%
Value $200K Shares 3,528 Est. Cost $56.79 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $195K Shares 15,846 Est. Cost $13.94 Unrealized -9.2%
QUBT QUANTUM COMPUTING INC 0.0%
Value $187K Shares 27,249 Est. Cost $10.17 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value $177K Shares 11,249 Est. Cost $18.61 Unrealized -3.2%
DCTH DELCATH SYS INC 0.0%
Value $162K Shares 17,443 Est. Cost $3.27 Unrealized +205.0%
MSIF MSC INCOME FUND INC 0.0%
Value $142K Shares 11,677 Est. Cost $13.28 Unrealized -1.6%
AGNC AGNC INVT CORP 0.0%
Value $117K Shares 11,702 Est. Cost $9.62 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $105K Shares 13,650 Est. Cost $2.27 Unrealized +159.5%
IMSR TERRESTRIAL ENERGY INC 0.0%
Value $61,287 Shares 10,206 Est. Cost $6.00 Unrealized
RR RICHTECH ROBOTICS INC 0.0%
Value $43,531 Shares 20,828 Est. Cost $2.50 Unrealized +41.9%
IBRX IMMUNITYBIO INC 0.0%
Value $7,670 Shares 1,000 Est. Cost $2.27 Unrealized +159.5%