Perennial Investment Advisors, LLC Diversified Active

CIK: 0001801523 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $603,665 (100.0% shares, 0.0% debt)

Holdings (340)

SPYG SPDR SER TR 7.1%
Value ($000) $42,995 Shares 660,854 Est. Cost $57.80 Unrealized
SPYV SPDR SER TR 6.7%
Value ($000) $40,475 Shares 868,012 Est. Cost $40.74 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $33,037 Shares 172,365 Est. Cost $104.71 Unrealized +74.6%
OMFL INVESCO EXCH TRD SLF IDX FD 3.4%
Value ($000) $20,464 Shares 398,061 Est. Cost $38.58 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $16,881 Shares 172,190 Est. Cost $89.92 Unrealized
QUS SPDR SER TR 2.3%
Value ($000) $14,040 Shares 106,276 Est. Cost $125.94 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $11,093 Shares 46,764 Est. Cost $197.69 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $11,092 Shares 22,396 Est. Cost $20.81 Unrealized +122.5%
MSFT MICROSOFT CORP 1.8%
Value ($000) $10,845 Shares 28,838 Est. Cost $179.47 Unrealized +95.2%
NTSX WISDOMTREE TR 1.8%
Value ($000) $10,755 Shares 273,671 Est. Cost $35.14 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.7%
Value ($000) $10,173 Shares 250,819 Est. Cost $35.33 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $9,849 Shares 64,821 Est. Cost $118.73 Unrealized +18.1%
RDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $8,719 Shares 168,741 Est. Cost $51.12 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $8,393 Shares 17,659 Est. Cost $414.45 Unrealized
SPTM SPDR SER TR 1.3%
Value ($000) $8,037 Shares 137,499 Est. Cost $50.43 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $7,892 Shares 98,605 Est. Cost $63.14 Unrealized
SLYV SPDR SER TR 1.3%
Value ($000) $7,600 Shares 91,218 Est. Cost $76.18 Unrealized
SLYG SPDR SER TR 1.2%
Value ($000) $7,484 Shares 89,478 Est. Cost $73.76 Unrealized
XLE SELECT SECTOR SPDR TR 1.1%
Value ($000) $6,771 Shares 80,764 Est. Cost $69.50 Unrealized
VGT VANGUARD WORLD FDS 1.1%
Value ($000) $6,512 Shares 13,453 Est. Cost $343.80 Unrealized
MDYG SPDR SER TR 1.0%
Value ($000) $5,930 Shares 78,352 Est. Cost $69.58 Unrealized
IYW ISHARES TR 0.9%
Value ($000) $5,696 Shares 46,366 Est. Cost $93.98 Unrealized
LSAT TWO RDS SHARED TR 0.9%
Value ($000) $5,616 Shares 162,926 Est. Cost $31.80 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $5,523 Shares 13,487 Est. Cost $290.66 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $5,452 Shares 11,416 Est. Cost $399.36 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $5,420 Shares 17,436 Est. Cost $224.51 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.9%
Value ($000) $5,337 Shares 361,601 Est. Cost $8.36 Unrealized +32.1%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $5,244 Shares 33,229 Est. Cost $143.54 Unrealized
LSAF TWO RDS SHARED TR 0.8%
Value ($000) $4,906 Shares 142,386 Est. Cost $30.42 Unrealized
COWZ PACER FDS TR 0.8%
Value ($000) $4,881 Shares 93,883 Est. Cost $46.28 Unrealized
BIL SPDR SER TR 0.8%
Value ($000) $4,817 Shares 52,709 Est. Cost $91.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $4,671 Shares 13,097 Est. Cost $245.30 Unrealized +43.1%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,597 Shares 30,753 Est. Cost $130.63 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $4,348 Shares 17,598 Est. Cost $214.59 Unrealized +10.8%
SPTL SPDR SER TR 0.7%
Value ($000) $4,330 Shares 149,209 Est. Cost $28.50 Unrealized
MDYV SPDR SER TR 0.7%
Value ($000) $4,249 Shares 57,902 Est. Cost $67.97 Unrealized
TWO RDS SHARED TR 0.7%
Value ($000) $3,931 Shares 125,921 Est. Cost $29.03 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $3,920 Shares 12,924 Est. Cost $202.50 Unrealized
SDY SPDR SER TR 0.6%
Value ($000) $3,870 Shares 30,971 Est. Cost $118.17 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $3,597 Shares 40,522 Est. Cost $75.87 Unrealized
DYLD TWO RDS SHARED TR 0.5%
Value ($000) $3,139 Shares 138,463 Est. Cost $22.54 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $3,115 Shares 23,010 Est. Cost $103.99 Unrealized +28.2%
IJH ISHARES TR 0.5%
Value ($000) $3,089 Shares 11,146 Est. Cost $244.92 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.5%
Value ($000) $3,032 Shares 60,794 Est. Cost $49.63 Unrealized
PAVE GLOBAL X FDS 0.5%
Value ($000) $2,940 Shares 85,282 Est. Cost $26.57 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $2,920 Shares 20,717 Est. Cost $108.11 Unrealized +24.6%
IJR ISHARES TR 0.5%
Value ($000) $2,868 Shares 26,493 Est. Cost $79.32 Unrealized
CORNERSTONE STRATEGIC VALUE 0.4%
Value ($000) $2,695 Shares 374,851 Est. Cost $7.79 Unrealized
ULST SSGA ACTIVE ETF TR 0.4%
Value ($000) $2,661 Shares 65,898 Est. Cost $40.28 Unrealized
SPSM SPDR SER TR 0.4%
Value ($000) $2,607 Shares 61,810 Est. Cost $37.77 Unrealized
CORNERSTONE TOTAL RETURN FD 0.4%
Value ($000) $2,547 Shares 360,742 Est. Cost $7.38 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $2,541 Shares 29,776 Est. Cost $76.71 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,538 Shares 50,528 Est. Cost $50.29 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $2,526 Shares 42,864 Est. Cost $44.74 Unrealized +19.0%
TWO RDS SHARED TR 0.4%
Value ($000) $2,469 Shares 73,971 Est. Cost $29.87 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $2,422 Shares 50,555 Est. Cost $44.89 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $2,387 Shares 6,743 Est. Cost $211.27 Unrealized +53.1%
FYX FIRST TR SML CP CORE ALPHA F 0.4%
Value ($000) $2,334 Shares 25,458 Est. Cost $88.76 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $2,256 Shares 63,697 Est. Cost $34.13 Unrealized
SPAB SPDR SER TR 0.4%
Value ($000) $2,202 Shares 85,859 Est. Cost $25.75 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $2,181 Shares 12,799 Est. Cost $152.85 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,086 Shares 41,784 Est. Cost $47.28 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,036 Shares 13,647 Est. Cost $130.12 Unrealized +5.9%
ESGU ISHARES TR 0.3%
Value ($000) $1,882 Shares 17,938 Est. Cost $83.71 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,812 Shares 4,148 Est. Cost $353.55 Unrealized
OIH VANECK ETF TRUST 0.3%
Value ($000) $1,797 Shares 5,807 Est. Cost $225.41 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,793 Shares 15,721 Est. Cost $100.11 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,764 Shares 23,981 Est. Cost $75.18 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,647 Shares 9,700 Est. Cost $124.91 Unrealized +23.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,617 Shares 2,449 Est. Cost $376.53 Unrealized +52.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,597 Shares 9,390 Est. Cost $105.90 Unrealized +36.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,567 Shares 17,360 Est. Cost $124.73 Unrealized -30.9%
DGRO ISHARES TR 0.3%
Value ($000) $1,525 Shares 28,342 Est. Cost $47.48 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,498 Shares 19,274 Est. Cost $66.40 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,481 Shares 55,730 Est. Cost $26.57 Unrealized
V VISA INC 0.2%
Value ($000) $1,467 Shares 5,632 Est. Cost $202.12 Unrealized +20.1%
EFA ISHARES TR 0.2%
Value ($000) $1,430 Shares 18,980 Est. Cost $67.57 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,421 Shares 7,377 Est. Cost $131.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,408 Shares 2,674 Est. Cost $342.33 Unrealized +49.4%
QUAL ISHARES TR 0.2%
Value ($000) $1,397 Shares 9,492 Est. Cost $120.19 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,387 Shares 1,240 Est. Cost $38.76 Unrealized +137.9%
IWP ISHARES TR 0.2%
Value ($000) $1,376 Shares 13,173 Est. Cost $91.05 Unrealized
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,370 Shares 34,032 Est. Cost $41.03 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $1,357 Shares 67,937 Est. Cost $9.61 Unrealized +47.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,334 Shares 6,978 Est. Cost $175.21 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $1,299 Shares 26,654 Est. Cost $43.96 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,287 Shares 26,639 Est. Cost $47.87 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,274 Shares 3,677 Est. Cost $257.84 Unrealized +13.9%
USMV ISHARES TR 0.2%
Value ($000) $1,253 Shares 16,063 Est. Cost $68.17 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,253 Shares 9,176 Est. Cost $114.03 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $1,245 Shares 22,275 Est. Cost $47.80 Unrealized
DWM WISDOMTREE TR 0.2%
Value ($000) $1,245 Shares 23,706 Est. Cost $49.73 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,205 Shares 8,874 Est. Cost $90.41 Unrealized +30.4%
XOP SPDR SER TR 0.2%
Value ($000) $1,180 Shares 8,619 Est. Cost $114.14 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $1,170 Shares 19,901 Est. Cost $51.79 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,135 Shares 4,877 Est. Cost $203.21 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,116 Shares 22,000 Est. Cost $50.68 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1,058 Shares 1,774 Est. Cost $437.70 Unrealized +31.8%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,044 Shares 5,799 Est. Cost $158.71 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,017 Shares 16,233 Est. Cost $62.40 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,017 Shares 6,900 Est. Cost $90.41 Unrealized +30.4%
IEMG ISHARES INC 0.2%
Value ($000) $1,000 Shares 19,782 Est. Cost $52.48 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $995 Shares 19,703 Est. Cost $42.90 Unrealized +11.8%
KRMA GLOBAL X FDS 0.2%
Value ($000) $989 Shares 29,621 Est. Cost $25.61 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $988 Shares 3,349 Est. Cost $82.15 Unrealized +62.8%
SHOP SHOPIFY INC 0.2%
Value ($000) $979 Shares 12,564 Est. Cost $42.74 Unrealized +49.4%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $975 Shares 28,668 Est. Cost $32.12 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $972 Shares 24,168 Est. Cost $40.21 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $965 Shares 16,806 Est. Cost $55.14 Unrealized -15.7%
BIZD VANECK ETF TRUST 0.2%
Value ($000) $944 Shares 58,830 Est. Cost $16.08 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $942 Shares 2,207 Est. Cost $290.44 Unrealized +36.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $937 Shares 5,980 Est. Cost $138.51 Unrealized +3.7%
IWM ISHARES TR 0.2%
Value ($000) $918 Shares 4,573 Est. Cost $174.00 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $909 Shares 3,456 Est. Cost $187.96 Unrealized +19.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $899 Shares 6,137 Est. Cost $110.97 Unrealized +26.7%
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $898 Shares 27,504 Est. Cost $31.20 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $885 Shares 8,917 Est. Cost $101.69 Unrealized
BA BOEING CO 0.1%
Value ($000) $879 Shares 3,372 Est. Cost $239.36 Unrealized -10.7%
IUSB ISHARES TR 0.1%
Value ($000) $875 Shares 18,982 Est. Cost $47.49 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $870 Shares 17,315 Est. Cost $41.99 Unrealized -4.7%
EWW ISHARES INC 0.1%
Value ($000) $851 Shares 12,541 Est. Cost $60.64 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $845 Shares 11,256 Est. Cost $71.35 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $838 Shares 2,908 Est. Cost $198.04 Unrealized +28.8%
IEFA ISHARES TR 0.1%
Value ($000) $837 Shares 11,900 Est. Cost $66.83 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $830 Shares 28,383 Est. Cost $23.29 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $829 Shares 8,288 Est. Cost $64.50 Unrealized +51.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $827 Shares 3,422 Est. Cost $216.49 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $824 Shares 7,918 Est. Cost $88.93 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $818 Shares 24,301 Est. Cost $29.02 Unrealized -4.8%
DGRW WISDOMTREE TR 0.1%
Value ($000) $795 Shares 11,310 Est. Cost $62.43 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $785 Shares 21,875 Est. Cost $34.58 Unrealized
MITK MITEK SYS INC 0.1%
Value ($000) $783 Shares 60,045 Est. Cost $9.85 Unrealized +13.1%
XYLD GLOBAL X FDS 0.1%
Value ($000) $779 Shares 19,762 Est. Cost $40.52 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $769 Shares 77,258 Est. Cost $6.25 Unrealized +27.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $762 Shares 20,201 Est. Cost $37.35 Unrealized -17.0%
WMT WALMART INC 0.1%
Value ($000) $760 Shares 4,822 Est. Cost $40.89 Unrealized +26.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $753 Shares 4,606 Est. Cost $105.35 Unrealized +34.3%
GSUS GOLDMAN SACHS ETF TR 0.1%
Value ($000) $751 Shares 11,494 Est. Cost $53.62 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $747 Shares 29,225 Est. Cost $24.85 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $739 Shares 12,382 Est. Cost $59.60 Unrealized
SPTI SPDR SER TR 0.1%
Value ($000) $731 Shares 25,590 Est. Cost $28.84 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $726 Shares 6,982 Est. Cost $100.81 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $726 Shares 13,416 Est. Cost $42.69 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $725 Shares 16,748 Est. Cost $41.17 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $722 Shares 33,143 Est. Cost $22.07 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $715 Shares 3,351 Est. Cost $177.24 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $706 Shares 18,785 Est. Cost $36.10 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $688 Shares 16,399 Est. Cost $41.52 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $677 Shares 2,946 Est. Cost $132.00 Unrealized +46.7%
MRK MERCK & CO INC 0.1%
Value ($000) $674 Shares 6,185 Est. Cost $73.07 Unrealized +32.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $668 Shares 5,203 Est. Cost $85.96 Unrealized +28.5%
IWS ISHARES TR 0.1%
Value ($000) $667 Shares 5,733 Est. Cost $106.60 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $664 Shares 8,169 Est. Cost $80.16 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $661 Shares 2,691 Est. Cost $192.47 Unrealized +8.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $658 Shares 6,858 Est. Cost $81.35 Unrealized +13.3%
IUSV ISHARES TR 0.1%
Value ($000) $658 Shares 7,805 Est. Cost $73.76 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $653 Shares 6,942 Est. Cost $93.90 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $641 Shares 1,900 Est. Cost $297.00 Unrealized +0.4%
BOND PIMCO ETF TR 0.1%
Value ($000) $618 Shares 6,688 Est. Cost $92.67 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $612 Shares 1,258 Est. Cost $35.82 Unrealized +21.9%
IWD ISHARES TR 0.1%
Value ($000) $601 Shares 3,638 Est. Cost $155.76 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $582 Shares 998 Est. Cost $349.34 Unrealized +64.6%
ORCL ORACLE CORP 0.1%
Value ($000) $580 Shares 5,505 Est. Cost $87.29 Unrealized +22.3%
IVE ISHARES TR 0.1%
Value ($000) $576 Shares 3,311 Est. Cost $150.98 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $575 Shares 3,082 Est. Cost $147.85 Unrealized
LVHI LEGG MASON ETF INVT 0.1%
Value ($000) $561 Shares 20,297 Est. Cost $27.01 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $559 Shares 11,367 Est. Cost $33.05 Unrealized +24.1%
USFR WISDOMTREE TR 0.1%
Value ($000) $551 Shares 10,960 Est. Cost $50.29 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $543 Shares 4,255 Est. Cost $73.96 Unrealized +23.7%
T AT&T INC 0.1%
Value ($000) $537 Shares 31,974 Est. Cost $16.75 Unrealized -15.1%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $535 Shares 15,199 Est. Cost $48.19 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $533 Shares 3,436 Est. Cost $80.71 Unrealized +68.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $523 Shares 2,263 Est. Cost $218.44 Unrealized -3.7%
XHB SPDR SER TR 0.1%
Value ($000) $523 Shares 5,464 Est. Cost $67.23 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $517 Shares 2,023 Est. Cost $120.61 Unrealized +73.6%
BX BLACKSTONE INC 0.1%
Value ($000) $503 Shares 3,838 Est. Cost $83.91 Unrealized +21.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $493 Shares 4,252 Est. Cost $55.99 Unrealized +96.0%
EFV ISHARES TR 0.1%
Value ($000) $492 Shares 9,440 Est. Cost $49.35 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $490 Shares 1,800 Est. Cost $237.70 Unrealized +8.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $485 Shares 7,905 Est. Cost $99.70 Unrealized -42.7%
LOW LOWES COS INC 0.1%
Value ($000) $481 Shares 2,164 Est. Cost $207.75 Unrealized -6.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $479 Shares 3,312 Est. Cost $121.74 Unrealized -2.8%
MMM 3M CO 0.1%
Value ($000) $478 Shares 4,373 Est. Cost $109.04 Unrealized -30.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $475 Shares 2,390 Est. Cost $170.80 Unrealized +0.8%
POOL POOL CORP 0.1%
Value ($000) $472 Shares 1,183 Est. Cost $314.26 Unrealized +8.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $469 Shares 620 Est. Cost $585.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $456 Shares 2,175 Est. Cost $163.95 Unrealized +5.1%
MTUM ISHARES TR 0.1%
Value ($000) $448 Shares 2,853 Est. Cost $142.74 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $447 Shares 400 Est. Cost $38.76 Unrealized +137.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $443 Shares 1,494 Est. Cost $198.27 Unrealized +30.5%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $436 Shares 21,785 Est. Cost $11.71 Unrealized +36.3%
ESGE ISHARES INC 0.1%
Value ($000) $426 Shares 13,283 Est. Cost $34.35 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $421 Shares 4,490 Est. Cost $85.88 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $407 Shares 6,285 Est. Cost $65.85 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $406 Shares 11,513 Est. Cost $16.63 Unrealized +101.2%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $406 Shares 5,457 Est. Cost $53.54 Unrealized +21.4%
NKE NIKE INC 0.1%
Value ($000) $403 Shares 3,708 Est. Cost $102.68 Unrealized +0.3%
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $398 Shares 9,506 Est. Cost $40.79 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $395 Shares 15,720 Est. Cost $25.28 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $393 Shares 4,630 Est. Cost $75.72 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $385 Shares 7,341 Est. Cost $41.29 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $384 Shares 9,836 Est. Cost $34.28 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $381 Shares 4,227 Est. Cost $65.33 Unrealized +17.8%
SRE SEMPRA 0.1%
Value ($000) $381 Shares 5,099 Est. Cost $69.51 Unrealized -4.0%
CENTRAL VY CMNTY BANCORP 0.1%
Value ($000) $380 Shares 17,011 Est. Cost $20.58 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $378 Shares 12,122 Est. Cost $31.18 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $376 Shares 6,110 Est. Cost $31.72 Unrealized +64.9%
SPBO SPDR SER TR 0.1%
Value ($000) $376 Shares 12,774 Est. Cost $29.25 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $370 Shares 11,280 Est. Cost $32.40 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $370 Shares 2,980 Est. Cost $87.95 Unrealized +16.2%
TGT TARGET CORP 0.1%
Value ($000) $367 Shares 2,578 Est. Cost $137.41 Unrealized -17.7%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $357 Shares 4,634 Est. Cost $74.99 Unrealized
BLACKROCK INC 0.1%
Value ($000) $356 Shares 437 Est. Cost $670.07 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $354 Shares 3,773 Est. Cost $76.27 Unrealized +14.4%
INTU INTUIT 0.1%
Value ($000) $352 Shares 563 Est. Cost $430.92 Unrealized +26.4%
DSI ISHARES TR 0.1%
Value ($000) $350 Shares 3,848 Est. Cost $79.96 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $350 Shares 41,824 Est. Cost $8.56 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $347 Shares 6,888 Est. Cost $50.27 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $346 Shares 4,044 Est. Cost $82.12 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $345 Shares 6,922 Est. Cost $47.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $345 Shares 650 Est. Cost $494.65 Unrealized -2.8%
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $345 Shares 7,415 Est. Cost $46.95 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $345 Shares 1,167 Est. Cost $209.19 Unrealized +20.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $344 Shares 362 Est. Cost $55.27 Unrealized +14.3%
NOBL PROSHARES TR 0.1%
Value ($000) $342 Shares 3,591 Est. Cost $91.36 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $341 Shares 435 Est. Cost $425.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $340 Shares 751 Est. Cost $359.39 Unrealized +16.1%
PBTP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $337 Shares 13,553 Est. Cost $24.89 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $337 Shares 4,457 Est. Cost $67.68 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $332 Shares 11,515 Est. Cost $29.60 Unrealized -10.8%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $325 Shares 5,447 Est. Cost $61.13 Unrealized -4.1%
LIT GLOBAL X FDS 0.1%
Value ($000) $322 Shares 6,317 Est. Cost $72.99 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $321 Shares 552 Est. Cost $430.06 Unrealized +18.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $320 Shares 2,032 Est. Cost $142.72 Unrealized -5.9%
ISCV ISHARES TR 0.1%
Value ($000) $319 Shares 5,380 Est. Cost $86.31 Unrealized
IMMR IMMERSION CORP 0.1%
Value ($000) $318 Shares 45,072 Est. Cost $7.33 Unrealized -9.3%
C CITIGROUP INC 0.1%
Value ($000) $314 Shares 6,110 Est. Cost $43.14 Unrealized -4.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $313 Shares 1,343 Est. Cost $213.09 Unrealized +4.2%
CLOI VANECK ETF TRUST 0.1%
Value ($000) $306 Shares 5,874 Est. Cost $52.13 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $306 Shares 3,161 Est. Cost $90.28 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $303 Shares 7,176 Est. Cost $40.95 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $303 Shares 6,568 Est. Cost $44.31 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $299 Shares 956 Est. Cost $255.40 Unrealized +15.8%
HDV ISHARES TR 0.0%
Value ($000) $299 Shares 2,930 Est. Cost $98.67 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $297 Shares 5,418 Est. Cost $82.63 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $296 Shares 5,868 Est. Cost $50.74 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $295 Shares 2,987 Est. Cost $89.41 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $295 Shares 986 Est. Cost $276.29 Unrealized +1.6%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $295 Shares 8,000 Est. Cost $43.94 Unrealized -29.9%
LKQ LKQ CORP 0.0%
Value ($000) $294 Shares 6,142 Est. Cost $28.65 Unrealized +52.6%
IWV ISHARES TR 0.0%
Value ($000) $293 Shares 1,069 Est. Cost $244.95 Unrealized
PFFV GLOBAL X FDS 0.0%
Value ($000) $285 Shares 12,295 Est. Cost $22.81 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $281 Shares 1,499 Est. Cost $143.76 Unrealized +9.2%
RTX RTX CORPORATION 0.0%
Value ($000) $280 Shares 3,333 Est. Cost $89.01 Unrealized -15.0%
PSX PHILLIPS 66 0.0%
Value ($000) $280 Shares 2,107 Est. Cost $90.99 Unrealized +22.0%
H HYATT HOTELS CORP 0.0%
Value ($000) $280 Shares 2,145 Est. Cost $90.70 Unrealized +23.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $279 Shares 932 Est. Cost $258.55 Unrealized +6.3%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $279 Shares 1,075 Est. Cost $204.55 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $279 Shares 12,632 Est. Cost $22.16 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $275 Shares 6,280 Est. Cost $31.23 Unrealized +28.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $271 Shares 5,276 Est. Cost $62.30 Unrealized -24.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $267 Shares 3,026 Est. Cost $94.18 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $267 Shares 2,960 Est. Cost $80.50 Unrealized
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $266 Shares 17,804 Est. Cost $17.21 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $264 Shares 781 Est. Cost $295.14 Unrealized +13.1%
SPHY SPDR SER TR 0.0%
Value ($000) $263 Shares 11,252 Est. Cost $23.00 Unrealized
DJD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $263 Shares 5,715 Est. Cost $44.62 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $262 Shares 5,000 Est. Cost $38.41 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $262 Shares 4,971 Est. Cost $55.31 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $262 Shares 8,391 Est. Cost $31.18 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $261 Shares 1,960 Est. Cost $105.61 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $261 Shares 21,377 Est. Cost $11.49 Unrealized -16.2%
FDX FEDEX CORP 0.0%
Value ($000) $259 Shares 1,022 Est. Cost $190.64 Unrealized +27.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $258 Shares 1,593 Est. Cost $122.26 Unrealized +17.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $258 Shares 6,280 Est. Cost $39.52 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $255 Shares 3,299 Est. Cost $56.54 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $253 Shares 1,410 Est. Cost $156.45 Unrealized +3.8%
LQD ISHARES TR 0.0%
Value ($000) $252 Shares 2,273 Est. Cost $110.69 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $249 Shares 2,264 Est. Cost $97.90 Unrealized -1.9%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $245 Shares 11,990 Est. Cost $21.78 Unrealized -21.4%
CMF ISHARES TR 0.0%
Value ($000) $243 Shares 4,202 Est. Cost $57.43 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $243 Shares 13,477 Est. Cost $16.74 Unrealized -0.3%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $242 Shares 4,988 Est. Cost $48.06 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $238 Shares 3,327 Est. Cost $59.21 Unrealized +0.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $236 Shares 5,548 Est. Cost $39.87 Unrealized -9.9%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $232 Shares 2,213 Est. Cost $97.67 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $231 Shares 2,302 Est. Cost $87.76 Unrealized
COTY COTY INC 0.0%
Value ($000) $230 Shares 18,500 Est. Cost $6.48 Unrealized +66.8%
COTY COTY INC 0.0%
Value ($000) $230 Shares 18,500 Est. Cost $6.48 Unrealized +66.8%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $229 Shares 9,265 Est. Cost $23.90 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $228 Shares 3,311 Est. Cost $56.12 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $225 Shares 1,892 Est. Cost $104.30 Unrealized +6.5%
SPYD SPDR SER TR 0.0%
Value ($000) $225 Shares 5,752 Est. Cost $37.90 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $225 Shares 4,687 Est. Cost $48.05 Unrealized
CALAMOS DYNAMIC CONV & INCOM 0.0%
Value ($000) $223 Shares 11,273 Est. Cost $21.35 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $223 Shares 1,900 Est. Cost $115.04 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $222 Shares 5,965 Est. Cost $33.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $222 Shares 2,688 Est. Cost $76.99 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $221 Shares 472 Est. Cost $441.61 Unrealized +2.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $213 Shares 2,698 Est. Cost $64.57 Unrealized +1.3%
AZO AUTOZONE INC 0.0%
Value ($000) $209 Shares 81 Est. Cost $2416.82 Unrealized +7.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $209 Shares 59 Est. Cost $3067.93 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $208 Shares 15,048 Est. Cost $7.05 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $207 Shares 4,010 Est. Cost $51.68 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $207 Shares 3,476 Est. Cost $59.61 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $207 Shares 544 Est. Cost $333.50 Unrealized 0.0%
OUNZ VANECK MERK GOLD TR 0.0%
Value ($000) $205 Shares 10,275 Est. Cost $17.28 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $203 Shares 2,006 Est. Cost $100.91 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $201 Shares 4,995 Est. Cost $33.71 Unrealized +3.2%
MDB MONGODB INC 0.0%
Value ($000) $200 Shares 490 Est. Cost $209.86 Unrealized +80.8%
PFFD GLOBAL X FDS 0.0%
Value ($000) $200 Shares 10,326 Est. Cost $19.40 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $196 Shares 10,972 Est. Cost $13.06 Unrealized 0.0%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $188 Shares 12,500 Est. Cost $7.93 Unrealized +45.8%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $188 Shares 33,214 Est. Cost $4.68 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $183 Shares 9,885 Est. Cost $9.63 Unrealized +50.8%
JD JD.COM INC 0.0%
Value ($000) $174 Shares 6,027 Est. Cost $29.12 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $174 Shares 10,132 Est. Cost $14.50 Unrealized +22.8%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $169 Shares 14,735 Est. Cost $11.61 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $156 Shares 15,041 Est. Cost $10.52 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $151 Shares 12,791 Est. Cost $11.95 Unrealized
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $149 Shares 13,391 Est. Cost $11.13 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $147 Shares 500 Est. Cost $82.15 Unrealized +62.8%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $146 Shares 11,419 Est. Cost $12.80 Unrealized
JD JD.COM INC 0.0%
Value ($000) $144 Shares 5,000 Est. Cost $29.12 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $133 Shares 10,625 Est. Cost $11.22 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $130 Shares 500 Est. Cost $239.36 Unrealized -10.7%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $122 Shares 11,012 Est. Cost $11.01 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $117 Shares 10,307 Est. Cost $13.66 Unrealized -21.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $95 Shares 12,259 Est. Cost $7.81 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $92 Shares 14,540 Est. Cost $8.17 Unrealized -18.1%
EVGO EVGO INC 0.0%
Value ($000) $90 Shares 25,000 Est. Cost $8.34 Unrealized -64.5%
ARKK ARK ETF TR 0.0%
Value ($000) $88 Shares 6,686 Est. Cost $38.41 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $88 Shares 21,470 Est. Cost $3.68 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $59 Shares 400 Est. Cost $90.41 Unrealized +30.4%
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $59 Shares 11,800 Est. Cost $5.10 Unrealized
APPLIED THERAPEUTICS INC 0.0%
Value ($000) $39 Shares 11,600 Est. Cost $0.95 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $35 Shares 1,900 Est. Cost $9.63 Unrealized +50.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $27 Shares 200 Est. Cost $105.61 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $87.95 Unrealized +16.2%
OCGN OCUGEN INC 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $1.56 Unrealized -74.3%