Perennial Investment Advisors, LLC Diversified Active

CIK: 0001801523 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $1,212,990 (100.0% shares, 0.0% debt)

Holdings (482)

NVDA NVIDIA CORPORATION 5.3%
Value ($000) $64,104 Shares 343,567 Est. Cost $124.50 Unrealized +40.0%
TSLA TESLA INC 4.4%
Value ($000) $53,753 Shares 120,869 Est. Cost $322.25 Unrealized +7.6%
SPYG SPDR SERIES TRUST 4.4%
Value ($000) $53,549 Shares 512,373 Est. Cost $59.42 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 4.3%
Value ($000) $52,068 Shares 710,416 Est. Cost $69.46 Unrealized
QUS SPDR SERIES TRUST 3.7%
Value ($000) $45,197 Shares 264,000 Est. Cost $143.22 Unrealized
SPYV SPDR SERIES TRUST 3.7%
Value ($000) $44,338 Shares 801,338 Est. Cost $42.70 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $41,820 Shares 164,241 Est. Cost $109.84 Unrealized +105.4%
IWY ISHARES TR 2.7%
Value ($000) $33,134 Shares 121,002 Est. Cost $227.61 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $28,037 Shares 416,847 Est. Cost $55.83 Unrealized
IYW ISHARES TR 1.9%
Value ($000) $23,480 Shares 119,809 Est. Cost $133.84 Unrealized
DYNF BLACKROCK ETF TRUST 1.9%
Value ($000) $22,573 Shares 381,293 Est. Cost $51.65 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $18,468 Shares 27,722 Est. Cost $468.04 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $17,391 Shares 33,576 Est. Cost $225.75 Unrealized +125.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $16,045 Shares 73,073 Est. Cost $133.47 Unrealized +69.6%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $13,217 Shares 40,276 Est. Cost $197.69 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $11,872 Shares 19,773 Est. Cost $358.92 Unrealized
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $11,467 Shares 146,355 Est. Cost $66.21 Unrealized
TLT ISHARES TR 0.9%
Value ($000) $11,113 Shares 124,349 Est. Cost $89.81 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $10,978 Shares 22,886 Est. Cost $268.99 Unrealized
CLIP GLOBAL X FDS 0.9%
Value ($000) $10,966 Shares 109,202 Est. Cost $100.38 Unrealized
COWZ PACER FDS TR 0.9%
Value ($000) $10,612 Shares 184,644 Est. Cost $51.09 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $10,352 Shares 13,861 Est. Cost $388.46 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $10,303 Shares 90,676 Est. Cost $93.41 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $10,221 Shares 52,524 Est. Cost $171.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $10,145 Shares 20,178 Est. Cost $347.03 Unrealized +39.6%
OEF ISHARES TR 0.8%
Value ($000) $9,480 Shares 28,466 Est. Cost $304.33 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $9,185 Shares 13,724 Est. Cost $472.94 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $9,122 Shares 48,909 Est. Cost $146.66 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $9,021 Shares 136,849 Est. Cost $59.57 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $7,830 Shares 10,658 Est. Cost $351.21 Unrealized +111.6%
BAI BLACKROCK ETF TRUST 0.6%
Value ($000) $7,403 Shares 216,722 Est. Cost $31.66 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $7,152 Shares 39,207 Est. Cost $37.75 Unrealized +329.3%
NTSX WISDOMTREE TR 0.6%
Value ($000) $7,079 Shares 131,289 Est. Cost $35.14 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $6,858 Shares 26,714 Est. Cost $205.20 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $6,599 Shares 27,144 Est. Cost $122.30 Unrealized +71.0%
AVGO BROADCOM INC 0.5%
Value ($000) $6,569 Shares 19,911 Est. Cost $159.26 Unrealized +92.0%
SDY SPDR SERIES TRUST 0.5%
Value ($000) $6,103 Shares 43,578 Est. Cost $123.35 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $5,775 Shares 4,817 Est. Cost $88.90 Unrealized +37.3%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,738 Shares 37,203 Est. Cost $123.92 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $5,694 Shares 23,382 Est. Cost $117.54 Unrealized +78.6%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $5,574 Shares 93,021 Est. Cost $49.64 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,536 Shares 19,639 Est. Cost $199.51 Unrealized
THRO BLACKROCK ETF TRUST 0.5%
Value ($000) $5,503 Shares 145,330 Est. Cost $35.62 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.4%
Value ($000) $5,455 Shares 427,148 Est. Cost $9.11 Unrealized +47.4%
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $5,400 Shares 51,423 Est. Cost $83.25 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $5,392 Shares 122,779 Est. Cost $37.02 Unrealized
OUNZ VANECK MERK GOLD ETF 0.4%
Value ($000) $5,202 Shares 139,883 Est. Cost $32.96 Unrealized
SFLR INNOVATOR ETFS TRUST 0.4%
Value ($000) $5,065 Shares 140,588 Est. Cost $32.55 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value ($000) $4,964 Shares 54,103 Est. Cost $91.64 Unrealized
AIQ GLOBAL X FDS 0.4%
Value ($000) $4,959 Shares 100,392 Est. Cost $39.13 Unrealized
IAU ISHARES GOLD TR 0.4%
Value ($000) $4,871 Shares 66,937 Est. Cost $54.62 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $4,608 Shares 41,638 Est. Cost $81.36 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value ($000) $4,602 Shares 109,501 Est. Cost $39.30 Unrealized
SPTM SPDR SERIES TRUST 0.4%
Value ($000) $4,536 Shares 56,239 Est. Cost $53.66 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $4,407 Shares 73,135 Est. Cost $38.58 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $4,381 Shares 36,868 Est. Cost $92.88 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.3%
Value ($000) $4,220 Shares 123,486 Est. Cost $30.37 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $4,117 Shares 59,700 Est. Cost $65.41 Unrealized
SPSM SPDR SERIES TRUST 0.3%
Value ($000) $3,940 Shares 85,064 Est. Cost $41.29 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.3%
Value ($000) $3,774 Shares 95,437 Est. Cost $35.52 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $3,773 Shares 4,075 Est. Cost $580.44 Unrealized +64.8%
CORNERSTONE STRATEGIC INVEST 0.3%
Value ($000) $3,767 Shares 454,903 Est. Cost $7.84 Unrealized
HGER HARBOR ETF TRUST 0.3%
Value ($000) $3,726 Shares 144,414 Est. Cost $24.07 Unrealized
CORNERSTONE TOTAL RETURN FD 0.3%
Value ($000) $3,709 Shares 461,291 Est. Cost $7.51 Unrealized
SHLD GLOBAL X FDS 0.3%
Value ($000) $3,659 Shares 52,098 Est. Cost $70.24 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $3,618 Shares 85,399 Est. Cost $30.64 Unrealized
ENVX ENOVIX CORPORATION 0.3%
Value ($000) $3,571 Shares 358,223 Est. Cost $10.03 Unrealized +13.2%
IAGG ISHARES TR 0.3%
Value ($000) $3,504 Shares 68,396 Est. Cost $51.10 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,498 Shares 60,806 Est. Cost $49.95 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $3,453 Shares 7,372 Est. Cost $229.73 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,420 Shares 36,523 Est. Cost $63.14 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $3,382 Shares 51,826 Est. Cost $93.84 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3,296 Shares 5,383 Est. Cost $395.45 Unrealized
SPMD SPDR SERIES TRUST 0.3%
Value ($000) $3,267 Shares 57,124 Est. Cost $51.60 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $3,222 Shares 62,830 Est. Cost $50.89 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $3,208 Shares 10,917 Est. Cost $244.30 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,179 Shares 95,120 Est. Cost $27.51 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,160 Shares 114,328 Est. Cost $26.58 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,099 Shares 19,958 Est. Cost $138.00 Unrealized +10.4%
DGRO ISHARES TR 0.2%
Value ($000) $2,967 Shares 43,577 Est. Cost $53.59 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2,964 Shares 125,026 Est. Cost $22.82 Unrealized
SLYV SPDR SERIES TRUST 0.2%
Value ($000) $2,960 Shares 33,393 Est. Cost $77.04 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $2,945 Shares 111,482 Est. Cost $7.62 Unrealized +211.4%
STIP ISHARES TR 0.2%
Value ($000) $2,902 Shares 28,030 Est. Cost $102.98 Unrealized
SPYI NEOS ETF TRUST 0.2%
Value ($000) $2,862 Shares 54,714 Est. Cost $50.66 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,853 Shares 24,100 Est. Cost $95.76 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $2,804 Shares 8,890 Est. Cost $120.43 Unrealized +145.7%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $2,779 Shares 29,463 Est. Cost $74.55 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $2,708 Shares 9,627 Est. Cost $119.94 Unrealized +111.9%
V VISA INC 0.2%
Value ($000) $2,692 Shares 7,885 Est. Cost $239.43 Unrealized +44.1%
CGMS CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $2,553 Shares 92,002 Est. Cost $27.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,407 Shares 8,617 Est. Cost $132.77 Unrealized
HIMU BLACKROCK ETF TRUST II 0.2%
Value ($000) $2,407 Shares 48,932 Est. Cost $49.25 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2,381 Shares 6,698 Est. Cost $185.01 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,357 Shares 25,141 Est. Cost $77.41 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,352 Shares 43,662 Est. Cost $42.43 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,310 Shares 45,528 Est. Cost $50.35 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $2,302 Shares 53,788 Est. Cost $35.30 Unrealized
WINN HARBOR ETF TRUST 0.2%
Value ($000) $2,297 Shares 73,713 Est. Cost $25.66 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $2,291 Shares 15,735 Est. Cost $85.59 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,275 Shares 30,289 Est. Cost $69.67 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $2,271 Shares 10,525 Est. Cost $153.90 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $2,235 Shares 20,046 Est. Cost $110.04 Unrealized
LVHI LEGG MASON ETF INVT 0.2%
Value ($000) $2,186 Shares 62,911 Est. Cost $30.56 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $2,102 Shares 4,286 Est. Cost $237.54 Unrealized +91.4%
CGCP CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $2,090 Shares 91,989 Est. Cost $22.51 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.2%
Value ($000) $2,078 Shares 67,261 Est. Cost $26.39 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,035 Shares 9,996 Est. Cost $149.79 Unrealized +27.8%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,026 Shares 43,816 Est. Cost $35.33 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,994 Shares 16,515 Est. Cost $78.51 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,989 Shares 21,300 Est. Cost $70.64 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,978 Shares 78,531 Est. Cost $24.87 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,968 Shares 107,903 Est. Cost $17.84 Unrealized
PTLC PACER FDS TR 0.2%
Value ($000) $1,940 Shares 35,420 Est. Cost $47.61 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $1,938 Shares 13,044 Est. Cost $54.65 Unrealized +148.1%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,831 Shares 7,197 Est. Cost $209.43 Unrealized
ISCV ISHARES TR 0.1%
Value ($000) $1,815 Shares 27,242 Est. Cost $66.64 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $1,815 Shares 23,740 Est. Cost $60.54 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,813 Shares 24,640 Est. Cost $65.76 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $1,808 Shares 17,954 Est. Cost $100.68 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,751 Shares 7,236 Est. Cost $188.05 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,710 Shares 14,934 Est. Cost $122.01 Unrealized -4.1%
IWP ISHARES TR 0.1%
Value ($000) $1,709 Shares 11,998 Est. Cost $91.05 Unrealized
ISCG ISHARES TR 0.1%
Value ($000) $1,695 Shares 31,202 Est. Cost $48.98 Unrealized
EUSB ISHARES TR 0.1%
Value ($000) $1,694 Shares 38,567 Est. Cost $43.27 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1,694 Shares 19,395 Est. Cost $70.66 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,689 Shares 16,384 Est. Cost $53.72 Unrealized +84.7%
MSTR STRATEGY INC 0.1%
Value ($000) $1,688 Shares 5,240 Est. Cost $189.50 Unrealized +95.8%
HYG ISHARES TR 0.1%
Value ($000) $1,677 Shares 20,658 Est. Cost $80.05 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,632 Shares 24,604 Est. Cost $45.50 Unrealized +49.3%
IUSG ISHARES TR 0.1%
Value ($000) $1,607 Shares 9,766 Est. Cost $101.30 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $1,591 Shares 33,401 Est. Cost $29.07 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,579 Shares 11,344 Est. Cost $128.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,571 Shares 4,550 Est. Cost $328.75 Unrealized -9.1%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,519 Shares 23,370 Est. Cost $55.86 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,486 Shares 29,107 Est. Cost $50.70 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,474 Shares 10,492 Est. Cost $127.23 Unrealized +10.4%
IVE ISHARES TR 0.1%
Value ($000) $1,472 Shares 7,126 Est. Cost $172.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,471 Shares 5,214 Est. Cost $128.14 Unrealized +102.6%
GE GE AEROSPACE 0.1%
Value ($000) $1,462 Shares 4,860 Est. Cost $94.68 Unrealized +188.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,443 Shares 6,021 Est. Cost $192.51 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,441 Shares 16,127 Est. Cost $72.52 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,425 Shares 14,760 Est. Cost $71.79 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,401 Shares 3,458 Est. Cost $269.95 Unrealized +44.2%
EMXC ISHARES INC 0.1%
Value ($000) $1,399 Shares 20,725 Est. Cost $55.59 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $1,390 Shares 93,058 Est. Cost $16.00 Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $1,388 Shares 12,364 Est. Cost $34.43 Unrealized +101.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,373 Shares 12,175 Est. Cost $79.11 Unrealized +38.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,370 Shares 1,795 Est. Cost $554.49 Unrealized +33.9%
EFIV SPDR SERIES TRUST 0.1%
Value ($000) $1,369 Shares 21,523 Est. Cost $54.76 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,365 Shares 2,400 Est. Cost $308.65 Unrealized +85.8%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,362 Shares 13,746 Est. Cost $84.91 Unrealized
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $1,362 Shares 49,865 Est. Cost $25.89 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,354 Shares 5,716 Est. Cost $240.03 Unrealized +4.8%
IWD ISHARES TR 0.1%
Value ($000) $1,349 Shares 6,624 Est. Cost $170.22 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $1,327 Shares 14,268 Est. Cost $76.51 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,326 Shares 17,831 Est. Cost $74.71 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,319 Shares 13,861 Est. Cost $68.88 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,313 Shares 10,845 Est. Cost $97.51 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,310 Shares 25,401 Est. Cost $30.60 Unrealized +58.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $1,308 Shares 2,128 Est. Cost $191.56 Unrealized +216.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,306 Shares 8,075 Est. Cost $106.87 Unrealized +51.0%
GSUS GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,282 Shares 13,871 Est. Cost $60.07 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,276 Shares 25,624 Est. Cost $48.10 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $1,263 Shares 29,099 Est. Cost $34.68 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,248 Shares 3,824 Est. Cost $244.55 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $1,223 Shares 45,399 Est. Cost $26.95 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,167 Shares 28,386 Est. Cost $31.51 Unrealized
KRMA GLOBAL X FDS 0.1%
Value ($000) $1,166 Shares 27,027 Est. Cost $28.47 Unrealized
CGHM CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $1,156 Shares 45,727 Est. Cost $24.76 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,134 Shares 2,536 Est. Cost $358.72 Unrealized +33.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,129 Shares 5,950 Est. Cost $146.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,118 Shares 25,437 Est. Cost $37.90 Unrealized +12.1%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,079 Shares 27,971 Est. Cost $23.29 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $1,074 Shares 10,743 Est. Cost $79.89 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,067 Shares 15,596 Est. Cost $44.89 Unrealized +50.1%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,056 Shares 14,366 Est. Cost $63.46 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,048 Shares 5,649 Est. Cost $139.86 Unrealized +21.2%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $1,033 Shares 23,233 Est. Cost $44.48 Unrealized
USXF ISHARES TR 0.1%
Value ($000) $1,010 Shares 17,630 Est. Cost $48.27 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,004 Shares 3,589 Est. Cost $163.93 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $997 Shares 9,947 Est. Cost $100.97 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $973 Shares 4,201 Est. Cost $104.41 Unrealized +93.4%
T AT&T INC 0.1%
Value ($000) $970 Shares 34,349 Est. Cost $17.26 Unrealized +62.6%
CMF ISHARES TR 0.1%
Value ($000) $969 Shares 16,982 Est. Cost $56.98 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $967 Shares 23,852 Est. Cost $40.93 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $967 Shares 8,872 Est. Cost $88.90 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $963 Shares 41,695 Est. Cost $23.09 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $957 Shares 10,058 Est. Cost $92.86 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $935 Shares 40,426 Est. Cost $22.78 Unrealized
QFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $925 Shares 27,905 Est. Cost $28.60 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $914 Shares 11,660 Est. Cost $51.79 Unrealized
BA BOEING CO 0.1%
Value ($000) $906 Shares 4,200 Est. Cost $208.84 Unrealized +8.0%
IUSB ISHARES TR 0.1%
Value ($000) $902 Shares 19,319 Est. Cost $46.87 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $888 Shares 1,114 Est. Cost $619.44 Unrealized +18.6%
FSK FS KKR CAP CORP 0.1%
Value ($000) $886 Shares 59,335 Est. Cost $11.68 Unrealized +49.3%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $882 Shares 33,964 Est. Cost $25.85 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $872 Shares 3,091 Est. Cost $211.20 Unrealized +35.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $858 Shares 10,241 Est. Cost $39.59 Unrealized +103.2%
O REALTY INCOME CORP 0.1%
Value ($000) $858 Shares 14,113 Est. Cost $54.63 Unrealized +4.2%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $851 Shares 2,859 Est. Cost $218.39 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $843 Shares 8,609 Est. Cost $45.95 Unrealized +103.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $828 Shares 855 Est. Cost $658.30 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $827 Shares 3,962 Est. Cost $158.71 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $826 Shares 17,330 Est. Cost $31.09 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $824 Shares 16,243 Est. Cost $50.74 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $821 Shares 1,719 Est. Cost $263.05 Unrealized +61.7%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $820 Shares 17,526 Est. Cost $34.29 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $819 Shares 27,516 Est. Cost $24.85 Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $813 Shares 28,146 Est. Cost $28.82 Unrealized
BLACKROCK CAP ALLOCATION TER 0.1%
Value ($000) $811 Shares 54,867 Est. Cost $14.99 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $810 Shares 695 Est. Cost $1012.87 Unrealized +9.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $803 Shares 3,267 Est. Cost $186.00 Unrealized +28.5%
TLTW ISHARES TR 0.1%
Value ($000) $797 Shares 34,099 Est. Cost $23.65 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $793 Shares 19,180 Est. Cost $38.51 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $779 Shares 5,739 Est. Cost $135.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $775 Shares 1,597 Est. Cost $496.13 Unrealized -6.3%
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $749 Shares 78,950 Est. Cost $9.45 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $746 Shares 4,459 Est. Cost $95.72 Unrealized +61.2%
IWB ISHARES TR 0.1%
Value ($000) $744 Shares 2,036 Est. Cost $301.02 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $744 Shares 6,900 Est. Cost $89.81 Unrealized +11.9%
BX BLACKSTONE INC 0.1%
Value ($000) $737 Shares 4,312 Est. Cost $102.15 Unrealized +65.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $731 Shares 4,759 Est. Cost $114.82 Unrealized +34.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $727 Shares 5,029 Est. Cost $84.40 Unrealized +56.7%
BLACKROCK MUNIHLDNGS CALI QL 0.1%
Value ($000) $726 Shares 66,896 Est. Cost $11.13 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $716 Shares 7,985 Est. Cost $85.57 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $715 Shares 13,189 Est. Cost $54.18 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $714 Shares 662 Est. Cost $501.67 Unrealized +85.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $708 Shares 2,130 Est. Cost $188.52 Unrealized +67.9%
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $696 Shares 16,041 Est. Cost $34.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $691 Shares 4,152 Est. Cost $130.38 Unrealized +20.6%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $687 Shares 15,199 Est. Cost $48.19 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $685 Shares 4,308 Est. Cost $115.52 Unrealized +26.8%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $680 Shares 4,064 Est. Cost $101.02 Unrealized +26.5%
DSI ISHARES TR 0.1%
Value ($000) $674 Shares 5,349 Est. Cost $88.03 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $666 Shares 5,501 Est. Cost $57.59 Unrealized +102.5%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $659 Shares 918 Est. Cost $595.76 Unrealized +27.4%
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $658 Shares 19,421 Est. Cost $32.70 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $657 Shares 4,706 Est. Cost $107.14 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $655 Shares 2,875 Est. Cost $136.30 Unrealized +63.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $651 Shares 7,696 Est. Cost $86.23 Unrealized +2.7%
EFV ISHARES TR 0.1%
Value ($000) $649 Shares 9,564 Est. Cost $55.99 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $645 Shares 1,390 Est. Cost $422.65 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $638 Shares 7,584 Est. Cost $80.05 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $636 Shares 1,810 Est. Cost $249.72 Unrealized +37.8%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $631 Shares 1,953 Est. Cost $336.76 Unrealized -8.5%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $622 Shares 4,648 Est. Cost $74.98 Unrealized +40.7%
RACE FERRARI N V 0.1%
Value ($000) $611 Shares 1,259 Est. Cost $353.36 Unrealized +35.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $610 Shares 3,412 Est. Cost $100.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $608 Shares 6,970 Est. Cost $81.01 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $606 Shares 22,812 Est. Cost $25.91 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $600 Shares 15,293 Est. Cost $40.62 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $599 Shares 3,554 Est. Cost $88.46 Unrealized +100.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $599 Shares 16,011 Est. Cost $23.51 Unrealized +88.6%
ADBE ADOBE INC 0.0%
Value ($000) $592 Shares 1,679 Est. Cost $431.73 Unrealized -16.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $581 Shares 600 Est. Cost $658.30 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $581 Shares 9,524 Est. Cost $47.07 Unrealized +18.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $580 Shares 2,611 Est. Cost $222.17 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $561 Shares 6,234 Est. Cost $82.10 Unrealized
MMM 3M CO 0.0%
Value ($000) $561 Shares 3,615 Est. Cost $109.69 Unrealized +39.6%
LOW LOWES COS INC 0.0%
Value ($000) $556 Shares 2,212 Est. Cost $214.92 Unrealized +13.6%
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value ($000) $550 Shares 18,279 Est. Cost $27.11 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $538 Shares 2,925 Est. Cost $182.20 Unrealized +6.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $534 Shares 7,969 Est. Cost $94.90 Unrealized -25.9%
INTC INTEL CORP 0.0%
Value ($000) $533 Shares 15,885 Est. Cost $41.73 Unrealized -41.9%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $528 Shares 12,972 Est. Cost $40.44 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $522 Shares 4,676 Est. Cost $39.88 Unrealized +96.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $509 Shares 1,676 Est. Cost $217.05 Unrealized +38.9%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $505 Shares 4,556 Est. Cost $76.16 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $501 Shares 3,859 Est. Cost $137.03 Unrealized +3.4%
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $499 Shares 10,024 Est. Cost $46.11 Unrealized
SRE SEMPRA 0.0%
Value ($000) $499 Shares 5,543 Est. Cost $70.85 Unrealized +12.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $495 Shares 1,263 Est. Cost $451.91 Unrealized -7.5%
C CITIGROUP INC 0.0%
Value ($000) $491 Shares 4,837 Est. Cost $43.14 Unrealized +118.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $485 Shares 2,600 Est. Cost $124.50 Unrealized +40.0%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $475 Shares 13,061 Est. Cost $35.49 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $465 Shares 199 Est. Cost $1907.61 Unrealized +25.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $463 Shares 1,970 Est. Cost $226.39 Unrealized +3.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $460 Shares 6,970 Est. Cost $37.66 Unrealized +63.1%
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $456 Shares 20,340 Est. Cost $22.07 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $452 Shares 3,471 Est. Cost $88.39 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $445 Shares 3,321 Est. Cost $107.04 Unrealized +22.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $442 Shares 886 Est. Cost $391.31 Unrealized +14.5%
PFE PFIZER INC 0.0%
Value ($000) $433 Shares 16,980 Est. Cost $27.20 Unrealized -11.2%
KLAC KLA CORP 0.0%
Value ($000) $431 Shares 400 Est. Cost $501.67 Unrealized +85.5%
GCOR GOLDMAN SACHS ETF TR 0.0%
Value ($000) $430 Shares 10,298 Est. Cost $41.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $425 Shares 1,447 Est. Cost $231.07 Unrealized +28.9%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $424 Shares 4,259 Est. Cost $99.43 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $421 Shares 2,003 Est. Cost $172.49 Unrealized +20.1%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $419 Shares 1,042 Est. Cost $204.55 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $415 Shares 20,313 Est. Cost $11.78 Unrealized +81.1%
HDV ISHARES TR 0.0%
Value ($000) $414 Shares 3,378 Est. Cost $100.29 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $411 Shares 8,577 Est. Cost $24.48 Unrealized +85.3%
UNP UNION PAC CORP 0.0%
Value ($000) $409 Shares 1,729 Est. Cost $196.48 Unrealized +13.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $405 Shares 3,540 Est. Cost $107.44 Unrealized +0.8%
CWS ADVISORSHARES TR 0.0%
Value ($000) $405 Shares 5,905 Est. Cost $69.57 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $405 Shares 1,094 Est. Cost $274.86 Unrealized +39.9%
POOL POOL CORP 0.0%
Value ($000) $403 Shares 1,303 Est. Cost $316.19 Unrealized -1.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $396 Shares 5,883 Est. Cost $52.59 Unrealized +18.7%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $395 Shares 566 Est. Cost $562.34 Unrealized +24.3%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $395 Shares 20,750 Est. Cost $8.50 Unrealized +62.9%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $395 Shares 6,234 Est. Cost $41.63 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $394 Shares 15,424 Est. Cost $25.36 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $393 Shares 9,441 Est. Cost $41.52 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $391 Shares 3,052 Est. Cost $111.60 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $391 Shares 4,131 Est. Cost $67.56 Unrealized +38.1%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $391 Shares 8,150 Est. Cost $36.92 Unrealized +29.3%
ADSK AUTODESK INC 0.0%
Value ($000) $390 Shares 1,229 Est. Cost $284.38 Unrealized +7.2%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $388 Shares 7,638 Est. Cost $50.72 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $385 Shares 2,550 Est. Cost $102.75 Unrealized
MITK MITEK SYS INC 0.0%
Value ($000) $383 Shares 39,220 Est. Cost $9.84 Unrealized -0.1%
CSM PROSHARES TR 0.0%
Value ($000) $383 Shares 5,001 Est. Cost $82.63 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $379 Shares 2,338 Est. Cost $142.92 Unrealized +15.6%
TLH ISHARES TR 0.0%
Value ($000) $379 Shares 3,676 Est. Cost $103.27 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $374 Shares 4,743 Est. Cost $75.25 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $370 Shares 2,932 Est. Cost $123.13 Unrealized +0.4%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $365 Shares 2,507 Est. Cost $102.64 Unrealized +25.5%
FCAL FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $365 Shares 7,484 Est. Cost $48.09 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $365 Shares 4,772 Est. Cost $76.40 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $364 Shares 506 Est. Cost $461.14 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $362 Shares 2,488 Est. Cost $127.64 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $362 Shares 67 Est. Cost $3188.18 Unrealized +74.5%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $360 Shares 3,000 Est. Cost $47.46 Unrealized +71.9%
F FORD MTR CO 0.0%
Value ($000) $359 Shares 29,981 Est. Cost $11.17 Unrealized +1.4%
WPC WP CAREY INC 0.0%
Value ($000) $357 Shares 5,289 Est. Cost $64.13 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $357 Shares 6,684 Est. Cost $40.21 Unrealized
SITM SITIME CORP 0.0%
Value ($000) $357 Shares 1,184 Est. Cost $169.27 Unrealized +37.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $356 Shares 1,610 Est. Cost $163.72 Unrealized +36.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $355 Shares 1,505 Est. Cost $102.43 Unrealized +65.7%
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $354 Shares 3,034 Est. Cost $80.50 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $354 Shares 6,790 Est. Cost $49.47 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $350 Shares 5,411 Est. Cost $55.54 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $349 Shares 920 Est. Cost $244.95 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $345 Shares 3,239 Est. Cost $105.84 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $343 Shares 13,275 Est. Cost $25.75 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $343 Shares 359 Est. Cost $687.11 Unrealized +29.3%
XPO XPO INC 0.0%
Value ($000) $342 Shares 2,648 Est. Cost $110.29 Unrealized +17.7%
NOBL PROSHARES TR 0.0%
Value ($000) $342 Shares 3,314 Est. Cost $91.52 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $338 Shares 2,083 Est. Cost $170.70 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $337 Shares 1,088 Est. Cost $245.82 Unrealized +22.1%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $336 Shares 22,423 Est. Cost $13.85 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $332 Shares 6,256 Est. Cost $47.76 Unrealized
SITM SITIME CORP 0.0%
Value ($000) $331 Shares 1,100 Est. Cost $169.27 Unrealized +37.0%
WDAY WORKDAY INC 0.0%
Value ($000) $331 Shares 1,375 Est. Cost $254.90 Unrealized -9.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $330 Shares 4,366 Est. Cost $59.49 Unrealized +21.4%
MRK MERCK & CO INC 0.0%
Value ($000) $329 Shares 3,923 Est. Cost $73.07 Unrealized +10.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $328 Shares 971 Est. Cost $207.89 Unrealized +63.1%
ETN EATON CORP PLC 0.0%
Value ($000) $326 Shares 871 Est. Cost $339.16 Unrealized +7.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $323 Shares 5,392 Est. Cost $59.64 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $323 Shares 6,915 Est. Cost $46.93 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $322 Shares 3,339 Est. Cost $95.44 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $317 Shares 3,325 Est. Cost $60.49 Unrealized +56.3%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $317 Shares 2,665 Est. Cost $88.81 Unrealized +34.9%
OTF BLUE OWL TECHNOLOGY FIN CORP 0.0%
Value ($000) $316 Shares 22,890 Est. Cost $14.19 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $315 Shares 1,398 Est. Cost $169.70 Unrealized +26.5%
INTU INTUIT 0.0%
Value ($000) $314 Shares 460 Est. Cost $469.41 Unrealized +53.3%
RYLD GLOBAL X FDS 0.0%
Value ($000) $312 Shares 20,714 Est. Cost $16.21 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $308 Shares 2,430 Est. Cost $112.60 Unrealized +21.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $307 Shares 10,602 Est. Cost $23.42 Unrealized +28.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $303 Shares 2,251 Est. Cost $96.22 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $302 Shares 5,967 Est. Cost $49.96 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $302 Shares 1,442 Est. Cost $209.35 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $302 Shares 4,698 Est. Cost $67.39 Unrealized -0.8%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $301 Shares 1,822 Est. Cost $109.80 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $299 Shares 2,681 Est. Cost $77.87 Unrealized +33.8%
DGRW WISDOMTREE TR 0.0%
Value ($000) $299 Shares 3,365 Est. Cost $83.75 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $295 Shares 869 Est. Cost $283.87 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $295 Shares 2,895 Est. Cost $71.07 Unrealized +33.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $295 Shares 389 Est. Cost $657.93 Unrealized +11.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $295 Shares 645 Est. Cost $285.05 Unrealized +57.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $294 Shares 600 Est. Cost $237.54 Unrealized +91.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $294 Shares 2,372 Est. Cost $82.56 Unrealized +32.5%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $291 Shares 23,713 Est. Cost $12.29 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $290 Shares 4,249 Est. Cost $68.17 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $288 Shares 2,029 Est. Cost $90.70 Unrealized +57.8%
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $288 Shares 5,406 Est. Cost $52.48 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $288 Shares 22,909 Est. Cost $12.56 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $284 Shares 959 Est. Cost $239.77 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $282 Shares 2,543 Est. Cost $73.41 Unrealized +53.0%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $281 Shares 11,291 Est. Cost $24.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $280 Shares 3,579 Est. Cost $82.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $280 Shares 5,171 Est. Cost $41.15 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $278 Shares 1,957 Est. Cost $133.47 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $277 Shares 582 Est. Cost $455.71 Unrealized +3.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $275 Shares 2,223 Est. Cost $107.04 Unrealized +11.9%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $275 Shares 2,709 Est. Cost $110.64 Unrealized -1.4%
EIS ISHARES INC 0.0%
Value ($000) $273 Shares 2,726 Est. Cost $77.05 Unrealized
ALLW SSGA ACTIVE TR 0.0%
Value ($000) $273 Shares 9,776 Est. Cost $27.88 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $272 Shares 1,793 Est. Cost $144.17 Unrealized +1.3%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $271 Shares 1,917 Est. Cost $145.14 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $271 Shares 1,324 Est. Cost $131.71 Unrealized +37.3%
AZO AUTOZONE INC 0.0%
Value ($000) $270 Shares 63 Est. Cost $2451.94 Unrealized +63.6%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $267 Shares 802 Est. Cost $297.82 Unrealized +21.7%
MCK MCKESSON CORP 0.0%
Value ($000) $266 Shares 344 Est. Cost $703.03 Unrealized 0.0%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $264 Shares 1,845 Est. Cost $142.88 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $263 Shares 3,890 Est. Cost $60.26 Unrealized +10.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $261 Shares 905 Est. Cost $280.68 Unrealized +4.5%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $260 Shares 3,121 Est. Cost $68.57 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $259 Shares 500 Est. Cost $225.75 Unrealized +125.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $256 Shares 1,204 Est. Cost $185.05 Unrealized +17.7%
S SENTINELONE INC 0.0%
Value ($000) $256 Shares 14,515 Est. Cost $22.13 Unrealized -18.9%
IEI ISHARES TR 0.0%
Value ($000) $254 Shares 2,127 Est. Cost $119.16 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $254 Shares 1,295 Est. Cost $153.62 Unrealized +18.5%
PPG PPG INDS INC 0.0%
Value ($000) $254 Shares 2,416 Est. Cost $109.99 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $252 Shares 920 Est. Cost $249.74 Unrealized +8.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $252 Shares 1,919 Est. Cost $109.99 Unrealized +23.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $252 Shares 3,313 Est. Cost $59.70 Unrealized
PSC PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $251 Shares 4,399 Est. Cost $48.56 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $251 Shares 1,263 Est. Cost $214.22 Unrealized -7.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $249 Shares 2,728 Est. Cost $92.96 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $248 Shares 270 Est. Cost $188.55 Unrealized -0.9%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $247 Shares 5,611 Est. Cost $42.45 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $246 Shares 4,409 Est. Cost $55.89 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $245 Shares 2,183 Est. Cost $122.01 Unrealized -3.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $243 Shares 3,046 Est. Cost $77.31 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $241 Shares 7,678 Est. Cost $26.20 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $239 Shares 487 Est. Cost $368.31 Unrealized +38.5%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $239 Shares 3,289 Est. Cost $67.27 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $238 Shares 2,279 Est. Cost $90.26 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $238 Shares 1,600 Est. Cost $54.65 Unrealized +148.1%
CLOI VANECK ETF TRUST 0.0%
Value ($000) $236 Shares 4,446 Est. Cost $52.56 Unrealized
SE SEA LTD 0.0%
Value ($000) $234 Shares 1,308 Est. Cost $160.68 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $233 Shares 4,590 Est. Cost $62.42 Unrealized +12.7%
IMMR IMMERSION CORP 0.0%
Value ($000) $232 Shares 31,574 Est. Cost $7.33 Unrealized -1.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $231 Shares 4,243 Est. Cost $50.20 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $231 Shares 4,012 Est. Cost $57.51 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $230 Shares 1,819 Est. Cost $120.99 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $230 Shares 2,514 Est. Cost $70.43 Unrealized
XT ISHARES TR 0.0%
Value ($000) $230 Shares 3,194 Est. Cost $65.26 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $229 Shares 3,530 Est. Cost $62.58 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $229 Shares 13,333 Est. Cost $7.05 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $228 Shares 9,541 Est. Cost $23.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $228 Shares 5,047 Est. Cost $45.81 Unrealized -0.6%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $227 Shares 1,390 Est. Cost $137.67 Unrealized +14.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $227 Shares 5,786 Est. Cost $40.74 Unrealized +6.0%
SUSA ISHARES TR 0.0%
Value ($000) $226 Shares 1,665 Est. Cost $126.73 Unrealized
DE DEERE & CO 0.0%
Value ($000) $225 Shares 492 Est. Cost $484.68 Unrealized +1.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $225 Shares 3,280 Est. Cost $59.61 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $224 Shares 2,497 Est. Cost $84.83 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $224 Shares 460 Est. Cost $504.38 Unrealized +5.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $224 Shares 1,955 Est. Cost $107.11 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $224 Shares 1,646 Est. Cost $119.26 Unrealized +6.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $223 Shares 8,000 Est. Cost $26.84 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $223 Shares 1,158 Est. Cost $209.94 Unrealized -2.6%
GTLB GITLAB INC 0.0%
Value ($000) $222 Shares 4,933 Est. Cost $45.73 Unrealized +0.0%
PULS PGIM ETF TR 0.0%
Value ($000) $221 Shares 4,444 Est. Cost $49.83 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $221 Shares 4,394 Est. Cost $49.76 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $220 Shares 25,824 Est. Cost $8.59 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $220 Shares 2,457 Est. Cost $85.29 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $219 Shares 3,700 Est. Cost $60.53 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $219 Shares 4,994 Est. Cost $43.93 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $217 Shares 2,686 Est. Cost $71.34 Unrealized 0.0%
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $216 Shares 4,283 Est. Cost $50.26 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $214 Shares 2,417 Est. Cost $79.17 Unrealized +16.4%
IWX ISHARES TR 0.0%
Value ($000) $212 Shares 2,415 Est. Cost $84.19 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $211 Shares 3,809 Est. Cost $69.45 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $211 Shares 685 Est. Cost $269.80 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $210 Shares 891 Est. Cost $228.30 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $209 Shares 2,898 Est. Cost $58.18 Unrealized +28.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $208 Shares 2,754 Est. Cost $67.82 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $207 Shares 719 Est. Cost $264.43 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $207 Shares 1,576 Est. Cost $127.28 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $207 Shares 3,264 Est. Cost $57.82 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $206 Shares 3,895 Est. Cost $51.42 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $206 Shares 2,161 Est. Cost $91.27 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $204 Shares 6,499 Est. Cost $33.19 Unrealized -0.1%
USB US BANCORP DEL 0.0%
Value ($000) $203 Shares 4,195 Est. Cost $46.35 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $202 Shares 4,689 Est. Cost $43.16 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $200 Shares 1,658 Est. Cost $120.63 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $178 Shares 12,500 Est. Cost $7.93 Unrealized +77.0%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $128 Shares 11,267 Est. Cost $10.94 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $123 Shares 17,860 Est. Cost $4.90 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $107 Shares 11,040 Est. Cost $9.65 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $104 Shares 13,500 Est. Cost $4.15 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $103 Shares 15,022 Est. Cost $6.86 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $65 Shares 13,388 Est. Cost $2.61 Unrealized 0.0%
CELU CELULARITY INC 0.0%
Value ($000) $28 Shares 13,629 Est. Cost $2.80 Unrealized 0.0%
OCGN OCUGEN INC 0.0%
Value ($000) $24 Shares 15,000 Est. Cost $1.56 Unrealized -28.9%
ZOOZ ZOOZ PWR LTD 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $1.85 Unrealized 0.0%
DEFT DEFI TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $2.59 Unrealized 0.0%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $15 Shares 10,990 Est. Cost $0.65 Unrealized +75.1%
APPLIED THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 11,600 Est. Cost $0.95 Unrealized