Heritage Wealth Management, Inc. Diversified Active

CIK: 0001944755 · Show all filings

Period: Q2 2024 (Next →)

Filing Date: Sep 9, 2024

Total Value ($000): $298,334 (100.0% shares, 0.0% debt)

Holdings (220)

PG PROCTER AND GAMBLE COMPANY 6.5%
Value ($000) $19,519 Shares 118,147 Est. Cost $157.20 Unrealized 0.0%
MSFT MICROSOFT CORPORATION 6.3%
Value ($000) $18,878 Shares 40,376 Est. Cost $417.26 Unrealized 0.0%
AAPL APPLE INCORPORATED 6.3%
Value ($000) $18,707 Shares 82,651 Est. Cost $185.12 Unrealized 0.0%
USB US BANCORP DEL 3.9%
Value ($000) $11,651 Shares 298,428 Est. Cost $37.76 Unrealized 0.0%
LLY ELI LILLY COMPANY 3.2%
Value ($000) $9,582 Shares 10,477 Est. Cost $790.93 Unrealized 0.0%
JPM JPMORGAN CHASE COMPANY 2.3%
Value ($000) $6,982 Shares 34,095 Est. Cost $189.18 Unrealized 0.0%
WMT WALMART INCORPORATED 1.9%
Value ($000) $5,607 Shares 80,053 Est. Cost $61.97 Unrealized 0.0%
VOO VANGUARD INDEX FUNDS SP 500 ETF SHS NEW 1.7%
Value ($000) $5,135 Shares 10,072 Est. Cost $509.84 Unrealized
JNJ JOHNSON JOHNSON 1.6%
Value ($000) $4,631 Shares 31,614 Est. Cost $141.44 Unrealized 0.0%
ABBV ABBVIE INCORPORATED 1.4%
Value ($000) $4,084 Shares 24,421 Est. Cost $157.12 Unrealized 0.0%
CVX CHEVRON CORPORATION NEW 1.3%
Value ($000) $4,007 Shares 25,970 Est. Cost $148.39 Unrealized 0.0%
CINF CINCINNATI FINL CORPORATION 1.3%
Value ($000) $3,795 Shares 32,802 Est. Cost $112.57 Unrealized 0.0%
CB CHUBB LIMITED 1.2%
Value ($000) $3,524 Shares 13,957 Est. Cost $252.75 Unrealized 0.0%
MRK MERCK COMPANY INCORPORATED 1.2%
Value ($000) $3,474 Shares 27,477 Est. Cost $121.72 Unrealized 0.0%
KR KROGER COMPANY 1.1%
Value ($000) $3,346 Shares 64,542 Est. Cost $52.03 Unrealized 0.0%
ETN EATON CORPORATION PLC SHS 1.1%
Value ($000) $3,263 Shares 10,283 Est. Cost $317.31 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $3,253 Shares 25,853 Est. Cost $101.05 Unrealized 0.0%
ALL ALLSTATE CORPORATION 1.1%
Value ($000) $3,228 Shares 20,378 Est. Cost $161.46 Unrealized 0.0%
VLO VALERO ENERGY CORPORATION 1.0%
Value ($000) $3,062 Shares 20,044 Est. Cost $153.50 Unrealized 0.0%
CSCO CISCO SYSTEMS INCORPORATED 1.0%
Value ($000) $2,954 Shares 63,322 Est. Cost $45.29 Unrealized 0.0%
MCD MCDONALDS CORPORATION 0.9%
Value ($000) $2,762 Shares 11,000 Est. Cost $255.04 Unrealized 0.0%
ADI ANALOG DEVICES INCORPORATED 0.9%
Value ($000) $2,716 Shares 11,764 Est. Cost $207.63 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $2,595 Shares 22,889 Est. Cost $110.09 Unrealized 0.0%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.8%
Value ($000) $2,462 Shares 27,896 Est. Cost $88.24 Unrealized
CAT CATERPILLAR INCORPORATED 0.8%
Value ($000) $2,376 Shares 7,236 Est. Cost $338.69 Unrealized 0.0%
JSCP J P MORGAN SHORT DURATION CORE PLUS ETF 0.8%
Value ($000) $2,299 Shares 49,510 Est. Cost $46.43 Unrealized
ORCL ORACLE CORPORATION 0.7%
Value ($000) $2,141 Shares 14,780 Est. Cost $122.30 Unrealized 0.0%
INTC INTEL CORPORATION 0.7%
Value ($000) $2,115 Shares 66,041 Est. Cost $32.50 Unrealized 0.0%
AGG ISHARES TR CORE US AGGBD ET 0.7%
Value ($000) $2,097 Shares 21,493 Est. Cost $97.58 Unrealized
PEP PEPSICO INCORPORATED 0.7%
Value ($000) $2,095 Shares 12,746 Est. Cost $162.33 Unrealized 0.0%
CTAS CINTAS CORPORATION 0.7%
Value ($000) $2,008 Shares 2,821 Est. Cost $168.55 Unrealized 0.0%
DE DEERE COMPANY 0.7%
Value ($000) $1,974 Shares 5,482 Est. Cost $380.47 Unrealized 0.0%
SMIG BAHL GAYNOR SMALL MID CAP INCOME GROWTH ETF 0.7%
Value ($000) $1,950 Shares 74,400 Est. Cost $26.21 Unrealized
KLAC KLA CORPORATION COM NEW 0.6%
Value ($000) $1,935 Shares 2,263 Est. Cost $728.44 Unrealized 0.0%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,931 Shares 30,289 Est. Cost $58.89 Unrealized 0.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.6%
Value ($000) $1,907 Shares 18,965 Est. Cost $94.26 Unrealized 0.0%
T ATT INCORPORATED 0.6%
Value ($000) $1,871 Shares 99,697 Est. Cost $16.16 Unrealized 0.0%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.6%
Value ($000) $1,792 Shares 9,400 Est. Cost $167.35 Unrealized 0.0%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.6%
Value ($000) $1,730 Shares 9,010 Est. Cost $168.88 Unrealized 0.0%
FCX FREEPORT MCMORAN INCORPORATED CLASS B 0.6%
Value ($000) $1,696 Shares 32,920 Est. Cost $49.32 Unrealized 0.0%
MPC MARATHON PETE CORPORATION 0.6%
Value ($000) $1,691 Shares 9,905 Est. Cost $179.57 Unrealized 0.0%
UNP UNION PAC CORPORATION 0.5%
Value ($000) $1,604 Shares 7,125 Est. Cost $225.50 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $1,603 Shares 15,411 Est. Cost $102.94 Unrealized 0.0%
MARATHON OIL CORPORATION 0.5%
Value ($000) $1,588 Shares 56,340 Est. Cost $28.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $1,550 Shares 3,769 Est. Cost $408.62 Unrealized 0.0%
HPQ HP INCORPORATED 0.5%
Value ($000) $1,549 Shares 44,739 Est. Cost $29.71 Unrealized 0.0%
QCOM QUALCOMM INCORPORATED 0.5%
Value ($000) $1,539 Shares 7,479 Est. Cost $182.37 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value ($000) $1,534 Shares 1,732 Est. Cost $773.82 Unrealized 0.0%
CRGY CRESCENT ENERGY COMPANY CLASS A COM 0.5%
Value ($000) $1,507 Shares 123,850 Est. Cost $10.91 Unrealized 0.0%
AMZN AMAZON COM INCORPORATED 0.5%
Value ($000) $1,485 Shares 7,427 Est. Cost $183.70 Unrealized 0.0%
BGIG ETF SER SOLUTIONS BAHL & GAYNOR INCOME 0.5%
Value ($000) $1,485 Shares 53,000 Est. Cost $28.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.5%
Value ($000) $1,468 Shares 8,339 Est. Cost $165.85 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.5%
Value ($000) $1,457 Shares 8,473 Est. Cost $160.87 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.5%
Value ($000) $1,440 Shares 10,559 Est. Cost $129.99 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.5%
Value ($000) $1,413 Shares 21,103 Est. Cost $65.15 Unrealized 0.0%
NEE NEXTERA ENERGY INCORPORATED 0.5%
Value ($000) $1,409 Shares 19,541 Est. Cost $67.61 Unrealized 0.0%
AVGO BROADCOM INCORPORATED 0.5%
Value ($000) $1,381 Shares 811 Est. Cost $137.66 Unrealized 0.0%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,368 Shares 5,659 Est. Cost $241.67 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,366 Shares 12,133 Est. Cost $115.38 Unrealized 0.0%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $1,351 Shares 48,162 Est. Cost $24.77 Unrealized 0.0%
HD HOME DEPOT INCORPORATED 0.4%
Value ($000) $1,329 Shares 3,971 Est. Cost $327.56 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORPORATION 0.4%
Value ($000) $1,290 Shares 15,137 Est. Cost $82.94 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.4%
Value ($000) $1,242 Shares 12,165 Est. Cost $91.29 Unrealized 0.0%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,206 Shares 3,575 Est. Cost $333.33 Unrealized 0.0%
JCPB JPMORGAN CORE PLUS BOND ETF 0.4%
Value ($000) $1,194 Shares 25,682 Est. Cost $46.48 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $1,191 Shares 11,866 Est. Cost $100.12 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INCORPORATED 0.4%
Value ($000) $1,166 Shares 7,449 Est. Cost $146.60 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INCORPORATED 0.4%
Value ($000) $1,165 Shares 2,388 Est. Cost $473.12 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $1,165 Shares 5,383 Est. Cost $216.48 Unrealized
FIRST TR ENHANCED EQUITY INCOM 0.4%
Value ($000) $1,135 Shares 57,042 Est. Cost $19.91 Unrealized
ELV ELEVANCE HEALTH INCORPORATED 0.4%
Value ($000) $1,133 Shares 2,136 Est. Cost $513.68 Unrealized 0.0%
WM WASTE MGMT INCORPORATED DEL 0.4%
Value ($000) $1,086 Shares 5,162 Est. Cost $202.83 Unrealized 0.0%
EMR EMERSON ELEC COMPANY 0.4%
Value ($000) $1,074 Shares 9,812 Est. Cost $107.47 Unrealized 0.0%
DG DOLLAR GENERAL CORPORATION NEW 0.4%
Value ($000) $1,061 Shares 8,273 Est. Cost $134.54 Unrealized 0.0%
APD AIR PRODUCTS CHEMICALS INCORPORATED 0.4%
Value ($000) $1,047 Shares 4,145 Est. Cost $242.42 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $1,036 Shares 7,483 Est. Cost $139.62 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.3%
Value ($000) $982 Shares 4,626 Est. Cost $183.79 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $978 Shares 17,341 Est. Cost $56.38 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.3%
Value ($000) $974 Shares 15,867 Est. Cost $57.71 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.3%
Value ($000) $969 Shares 18,151 Est. Cost $53.41 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.3%
Value ($000) $966 Shares 4,745 Est. Cost $188.88 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.3%
Value ($000) $957 Shares 5,200 Est. Cost $183.99 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.3%
Value ($000) $955 Shares 32,785 Est. Cost $29.12 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.3%
Value ($000) $952 Shares 25,141 Est. Cost $37.12 Unrealized 0.0%
NOG NORTHERN OIL GAS INCORPORATED 0.3%
Value ($000) $939 Shares 24,660 Est. Cost $40.11 Unrealized 0.0%
CSX CSX CORPORATION 0.3%
Value ($000) $918 Shares 27,574 Est. Cost $33.12 Unrealized 0.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $906 Shares 10,993 Est. Cost $82.41 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $893 Shares 21,632 Est. Cost $36.47 Unrealized 0.0%
BAC BANK AMERICA CORPORATION 0.3%
Value ($000) $875 Shares 21,660 Est. Cost $36.84 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT CLASS A REIT 0.3%
Value ($000) $850 Shares 22,688 Est. Cost $37.45 Unrealized
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $846 Shares 2,721 Est. Cost $279.32 Unrealized 0.0%
CENCORA INCORPORATED 0.3%
Value ($000) $846 Shares 3,798 Est. Cost $222.68 Unrealized
DHI D R HORTON INCORPORATED 0.3%
Value ($000) $812 Shares 5,990 Est. Cost $144.49 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $806 Shares 2,962 Est. Cost $272.14 Unrealized
SPY SPDR SP 500 ETF 0.3%
Value ($000) $793 Shares 1,429 Est. Cost $554.70 Unrealized
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.3%
Value ($000) $790 Shares 2,042 Est. Cost $354.55 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.3%
Value ($000) $774 Shares 3,285 Est. Cost $236.61 Unrealized 0.0%
VTRS VIATRIS INCORPORATED 0.3%
Value ($000) $757 Shares 73,352 Est. Cost $10.24 Unrealized 0.0%
DRLL STRIVE US ENERGY ETF 0.3%
Value ($000) $747 Shares 25,300 Est. Cost $29.54 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.2%
Value ($000) $744 Shares 57,971 Est. Cost $12.55 Unrealized 0.0%
IAT ISHARES TR US REGNL BKS ETF 0.2%
Value ($000) $728 Shares 17,850 Est. Cost $40.80 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $725 Shares 4,517 Est. Cost $157.95 Unrealized 0.0%
WCC WESCO INTERNATIONAL INCORPORATED 0.2%
Value ($000) $723 Shares 4,680 Est. Cost $167.53 Unrealized 0.0%
PSTG PURE STORAGE INCORPORATED CLASS A 0.2%
Value ($000) $721 Shares 11,150 Est. Cost $57.88 Unrealized 0.0%
V VISA INCORPORATED COM CLASS A 0.2%
Value ($000) $721 Shares 2,665 Est. Cost $270.83 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS 0.2%
Value ($000) $710 Shares 10,624 Est. Cost $65.81 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $688 Shares 8,900 Est. Cost $77.34 Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.2%
Value ($000) $667 Shares 19,670 Est. Cost $33.92 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $663 Shares 6,136 Est. Cost $108.13 Unrealized
ROYCE SMALL CAP TRUST INCORPORATED 0.2%
Value ($000) $662 Shares 46,191 Est. Cost $14.33 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value ($000) $662 Shares 3,066 Est. Cost $224.21 Unrealized 0.0%
CRM SALESFORCE INCORPORATED 0.2%
Value ($000) $638 Shares 2,423 Est. Cost $264.72 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.2%
Value ($000) $627 Shares 4,450 Est. Cost $131.74 Unrealized 0.0%
ZTS ZOETIS INCORPORATED CLASS A 0.2%
Value ($000) $624 Shares 3,565 Est. Cost $163.36 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $612 Shares 7,623 Est. Cost $80.46 Unrealized 0.0%
BK BANK NEW YORK MELLON CORPORATION 0.2%
Value ($000) $600 Shares 10,025 Est. Cost $55.73 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $593 Shares 16,459 Est. Cost $34.31 Unrealized 0.0%
G GENPACT LIMITED SHS 0.2%
Value ($000) $589 Shares 18,955 Est. Cost $31.55 Unrealized 0.0%
XEL XCEL ENERGY INCORPORATED 0.2%
Value ($000) $585 Shares 11,111 Est. Cost $51.36 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.2%
Value ($000) $582 Shares 84,461 Est. Cost $6.89 Unrealized
KBH KB HOME 0.2%
Value ($000) $575 Shares 8,720 Est. Cost $66.15 Unrealized 0.0%
AFL AFLAC INCORPORATED 0.2%
Value ($000) $552 Shares 6,198 Est. Cost $83.08 Unrealized 0.0%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.2%
Value ($000) $549 Shares 2,805 Est. Cost $176.27 Unrealized 0.0%
EQIX EQUINIX INCORPORATED REIT 0.2%
Value ($000) $547 Shares 725 Est. Cost $732.37 Unrealized 0.0%
SNOW SNOWFLAKE INCORPORATED CLASS A 0.2%
Value ($000) $530 Shares 3,705 Est. Cost $147.69 Unrealized 0.0%
SRE SEMPRA 0.2%
Value ($000) $523 Shares 6,867 Est. Cost $70.00 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $520 Shares 6,998 Est. Cost $74.26 Unrealized
IVV ISHARES TR CORE SP500 ETF 0.2%
Value ($000) $508 Shares 910 Est. Cost $557.76 Unrealized
VTS VITESSE ENERGY INCORPORATED COMMON STOCK 0.2%
Value ($000) $503 Shares 20,852 Est. Cost $23.77 Unrealized 0.0%
DOW DOW INCORPORATED 0.2%
Value ($000) $503 Shares 9,622 Est. Cost $51.21 Unrealized 0.0%
SCHW SCHWAB CHARLES CORPORATION 0.2%
Value ($000) $499 Shares 6,817 Est. Cost $72.33 Unrealized 0.0%
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.2%
Value ($000) $498 Shares 12,950 Est. Cost $38.49 Unrealized
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.2%
Value ($000) $488 Shares 3,750 Est. Cost $121.75 Unrealized 0.0%
BA BOEING COMPANY 0.2%
Value ($000) $483 Shares 2,612 Est. Cost $178.24 Unrealized 0.0%
MMM 3M COMPANY 0.2%
Value ($000) $475 Shares 4,688 Est. Cost $94.27 Unrealized 0.0%
LIN LINDE PLC SHS 0.2%
Value ($000) $471 Shares 1,081 Est. Cost $430.58 Unrealized 0.0%
TRV TRAVELERS COMPANIES INCORPORATED 0.2%
Value ($000) $470 Shares 2,330 Est. Cost $208.89 Unrealized 0.0%
KMB KIMBERLY CLARK CORPORATION 0.2%
Value ($000) $467 Shares 3,380 Est. Cost $125.29 Unrealized 0.0%
NOBL PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $463 Shares 4,842 Est. Cost $95.52 Unrealized
SRH TOTAL RETURN FUND INCORPORATED 0.2%
Value ($000) $462 Shares 31,709 Est. Cost $14.57 Unrealized
REGL PROSHARES SP MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $459 Shares 6,334 Est. Cost $72.52 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $457 Shares 3,212 Est. Cost $142.37 Unrealized
YUM YUM BRANDS INCORPORATED 0.2%
Value ($000) $456 Shares 3,530 Est. Cost $133.30 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $453 Shares 2,462 Est. Cost $183.99 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.1%
Value ($000) $445 Shares 3,380 Est. Cost $125.19 Unrealized 0.0%
MO ALTRIA GROUP INCORPORATED 0.1%
Value ($000) $443 Shares 9,610 Est. Cost $39.11 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $428 Shares 1,835 Est. Cost $236.81 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $422 Shares 5,702 Est. Cost $67.45 Unrealized 0.0%
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value ($000) $418 Shares 6,768 Est. Cost $62.02 Unrealized 0.0%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $415 Shares 11,655 Est. Cost $32.36 Unrealized 0.0%
S SENTINELONE INCORPORATED CLASS A 0.1%
Value ($000) $414 Shares 20,325 Est. Cost $20.52 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $409 Shares 940 Est. Cost $444.00 Unrealized 0.0%
CCJ CAMECO CORPORATION 0.1%
Value ($000) $402 Shares 8,050 Est. Cost $50.50 Unrealized 0.0%
MRSH MARSH MCLENNAN COMPANIES INCORPORATED 0.1%
Value ($000) $396 Shares 1,852 Est. Cost $200.17 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.1%
Value ($000) $393 Shares 1,302 Est. Cost $272.92 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.1%
Value ($000) $393 Shares 36,925 Est. Cost $10.63 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $387 Shares 5,550 Est. Cost $71.17 Unrealized 0.0%
WFG WEST FRASER TIMBER COMPANY LIMITED 0.1%
Value ($000) $387 Shares 5,175 Est. Cost $79.40 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $382 Shares 6,034 Est. Cost $60.20 Unrealized 0.0%
VTEB VANGUARD TAX EXEMPT BOND ETF 0.1%
Value ($000) $380 Shares 7,565 Est. Cost $50.25 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $372 Shares 4,766 Est. Cost $71.79 Unrealized 0.0%
GL GLOBE LIFE INCORPORATED 0.1%
Value ($000) $372 Shares 4,562 Est. Cost $81.70 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB COMPANY 0.1%
Value ($000) $369 Shares 9,308 Est. Cost $41.01 Unrealized 0.0%
VCLT VANGUARD LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $367 Shares 4,777 Est. Cost $76.82 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.1%
Value ($000) $361 Shares 4,110 Est. Cost $82.62 Unrealized 0.0%
USMV ISHARES TR MSCI USA MIN VOL 0.1%
Value ($000) $359 Shares 4,264 Est. Cost $84.12 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $350 Shares 2,700 Est. Cost $129.64 Unrealized
PCAR PACCAR INCORPORATED 0.1%
Value ($000) $344 Shares 3,435 Est. Cost $103.67 Unrealized 0.0%
TSLA TESLA INCORPORATED 0.1%
Value ($000) $342 Shares 1,360 Est. Cost $174.77 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $334 Shares 619 Est. Cost $569.75 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $332 Shares 1,409 Est. Cost $227.31 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.1%
Value ($000) $322 Shares 3,496 Est. Cost $87.39 Unrealized 0.0%
PAVE GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $309 Shares 8,435 Est. Cost $36.60 Unrealized
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.1%
Value ($000) $307 Shares 2,567 Est. Cost $114.80 Unrealized 0.0%
FWONK LIBERTY MEDIA CORPORATION DEL COM LBTY ONE S C 0.1%
Value ($000) $305 Shares 4,195 Est. Cost $72.82 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.1%
Value ($000) $302 Shares 3,117 Est. Cost $93.72 Unrealized 0.0%
PLD PROLOGIS INCORPORATED. REIT 0.1%
Value ($000) $299 Shares 2,615 Est. Cost $104.48 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $298 Shares 2,513 Est. Cost $118.57 Unrealized
XLV SPDR HEALTH CARE SELECT 0.1%
Value ($000) $296 Shares 2,049 Est. Cost $144.41 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $294 Shares 4,817 Est. Cost $61.04 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $290 Shares 585 Est. Cost $496.16 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.1%
Value ($000) $290 Shares 6,309 Est. Cost $45.95 Unrealized
CME CME GROUP INCORPORATED 0.1%
Value ($000) $286 Shares 1,454 Est. Cost $194.99 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $284 Shares 1,222 Est. Cost $204.96 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $284 Shares 1,690 Est. Cost $167.94 Unrealized
CLX CLOROX COMPANY DEL 0.1%
Value ($000) $283 Shares 2,126 Est. Cost $131.40 Unrealized 0.0%
CAH CARDINAL HEALTH INCORPORATED 0.1%
Value ($000) $283 Shares 2,950 Est. Cost $99.23 Unrealized 0.0%
LAM RESEARCH CORPORATION 0.1%
Value ($000) $276 Shares 254 Est. Cost $1087.80 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $275 Shares 6,444 Est. Cost $42.69 Unrealized
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $269 Shares 2,747 Est. Cost $105.51 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $267 Shares 4,331 Est. Cost $61.63 Unrealized
GNRC GENERAC HLDGS INCORPORATED 0.1%
Value ($000) $265 Shares 1,885 Est. Cost $138.20 Unrealized 0.0%
JBL JABIL INCORPORATED 0.1%
Value ($000) $258 Shares 2,375 Est. Cost $120.79 Unrealized 0.0%
PRU PRUDENTIAL FINL INCORPORATED 0.1%
Value ($000) $255 Shares 2,182 Est. Cost $106.75 Unrealized 0.0%
COHEN STEERS INFRASTRUCTURE 0.1%
Value ($000) $251 Shares 10,986 Est. Cost $22.85 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $249 Shares 750 Est. Cost $313.71 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $243 Shares 900 Est. Cost $269.72 Unrealized
EATON VANCE TAX MANAGED GLOBAL 0.1%
Value ($000) $243 Shares 28,889 Est. Cost $8.40 Unrealized
MET METLIFE INCORPORATED 0.1%
Value ($000) $241 Shares 3,471 Est. Cost $68.14 Unrealized 0.0%
IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $241 Shares 7,908 Est. Cost $30.47 Unrealized
NEM NEWMONT CORPORATION 0.1%
Value ($000) $239 Shares 5,365 Est. Cost $39.61 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.1%
Value ($000) $236 Shares 13,550 Est. Cost $17.44 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $235 Shares 3,047 Est. Cost $77.02 Unrealized
MDY SPDR SP MIDCAP 400 ETF TRUST 0.1%
Value ($000) $230 Shares 434 Est. Cost $528.82 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $227 Shares 1,062 Est. Cost $221.35 Unrealized 0.0%
MKC MCCORMICK COMPANY INCORPORATED COM NON VTG 0.1%
Value ($000) $227 Shares 3,200 Est. Cost $69.71 Unrealized 0.0%
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $223 Shares 3,745 Est. Cost $56.87 Unrealized 0.0%
TM TOYOTA MOTOR CORPORATION ADS 0.1%
Value ($000) $222 Shares 1,075 Est. Cost $206.45 Unrealized
XHB SPDR SP HOMEBUILDERS ETF 0.1%
Value ($000) $217 Shares 2,220 Est. Cost $97.96 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.1%
Value ($000) $215 Shares 3,709 Est. Cost $58.05 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.1%
Value ($000) $213 Shares 395 Est. Cost $483.31 Unrealized 0.0%
EVR EVERCORE INCORPORATED CLASS A 0.1%
Value ($000) $213 Shares 1,000 Est. Cost $190.59 Unrealized 0.0%
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value ($000) $213 Shares 473 Est. Cost $451.62 Unrealized 0.0%
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.1%
Value ($000) $210 Shares 5,000 Est. Cost $41.99 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.1%
Value ($000) $210 Shares 1,054 Est. Cost $176.15 Unrealized 0.0%
NKE NIKE INCORPORATED CLASS B 0.1%
Value ($000) $207 Shares 2,750 Est. Cost $89.70 Unrealized 0.0%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $207 Shares 1,850 Est. Cost $98.66 Unrealized 0.0%
D DOMINION ENERGY INCORPORATED 0.1%
Value ($000) $206 Shares 4,195 Est. Cost $47.11 Unrealized 0.0%
EATON VANCE TAX MANAGED GLOBAL 0.1%
Value ($000) $204 Shares 23,885 Est. Cost $8.55 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF 0.1%
Value ($000) $203 Shares 7,837 Est. Cost $25.94 Unrealized