Cyndeo Wealth Partners, LLC Diversified Active

CIK: 0001950947 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 12, 2024

Total Value ($000): $1,080,619 (100.0% shares, 0.0% debt)

Holdings (367)

MSFT MICROSOFT CORP 5.0%
Value ($000) $53,949 Shares 143,467 Est. Cost $262.54 Unrealized +33.5%
AGG ISHARES TR 3.0%
Value ($000) $32,371 Shares 326,155 Est. Cost $98.68 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $27,545 Shares 181,291 Est. Cost $105.95 Unrealized +32.3%
AAPL APPLE INC 2.3%
Value ($000) $24,645 Shares 128,007 Est. Cost $148.09 Unrealized +23.4%
FIXD FIRST TR EXCHNG TRADED FD VI 2.1%
Value ($000) $22,847 Shares 512,214 Est. Cost $44.28 Unrealized
ABBV ABBVIE INC 2.0%
Value ($000) $21,228 Shares 136,979 Est. Cost $137.14 Unrealized -1.0%
ABT ABBOTT LABS 1.6%
Value ($000) $17,287 Shares 157,054 Est. Cost $97.73 Unrealized -1.7%
AVGO BROADCOM INC 1.6%
Value ($000) $17,274 Shares 15,475 Est. Cost $47.83 Unrealized +92.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 1.5%
Value ($000) $15,787 Shares 703,518 Est. Cost $23.69 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.4%
Value ($000) $15,493 Shares 626,251 Est. Cost $24.16 Unrealized
TIP ISHARES TR 1.4%
Value ($000) $15,456 Shares 143,791 Est. Cost $108.33 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 1.4%
Value ($000) $15,310 Shares 811,747 Est. Cost $18.35 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $15,269 Shares 331,427 Est. Cost $44.93 Unrealized
STIP ISHARES TR 1.4%
Value ($000) $15,267 Shares 154,857 Est. Cost $98.05 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $13,106 Shares 24,895 Est. Cost $500.67 Unrealized +2.1%
GOOGL ALPHABET INC 1.2%
Value ($000) $12,509 Shares 89,546 Est. Cost $104.78 Unrealized +27.3%
IAU ISHARES GOLD TR 1.1%
Value ($000) $12,387 Shares 317,362 Est. Cost $34.72 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $11,873 Shares 38,191 Est. Cost $218.89 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $11,386 Shares 66,940 Est. Cost $125.14 Unrealized +15.8%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $11,257 Shares 32,078 Est. Cost $284.18 Unrealized +10.0%
HD HOME DEPOT INC 0.9%
Value ($000) $10,183 Shares 29,383 Est. Cost $283.09 Unrealized +3.8%
PHYS SPROTT PHYSICAL GOLD TR 0.9%
Value ($000) $9,782 Shares 614,088 Est. Cost $14.35 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $9,506 Shares 64,869 Est. Cost $133.33 Unrealized +5.5%
PSX PHILLIPS 66 0.8%
Value ($000) $9,052 Shares 67,986 Est. Cost $94.46 Unrealized +17.6%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $8,820 Shares 88,214 Est. Cost $99.13 Unrealized -1.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $8,482 Shares 54,115 Est. Cost $154.80 Unrealized -7.2%
URA GLOBAL X FDS 0.8%
Value ($000) $8,322 Shares 300,550 Est. Cost $20.14 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $8,283 Shares 33,721 Est. Cost $194.10 Unrealized +7.8%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $7,893 Shares 52,797 Est. Cost $140.32 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $7,853 Shares 133,259 Est. Cost $55.31 Unrealized -3.7%
PSLV SPROTT PHYSICAL SILVER TR 0.7%
Value ($000) $7,706 Shares 953,732 Est. Cost $8.20 Unrealized
V VISA INC 0.7%
Value ($000) $7,530 Shares 28,924 Est. Cost $200.69 Unrealized +20.9%
EDV VANGUARD WORLD FD 0.7%
Value ($000) $7,492 Shares 92,454 Est. Cost $86.72 Unrealized
EATON VANCE LTD DURATION INC 0.7%
Value ($000) $7,400 Shares 772,424 Est. Cost $9.67 Unrealized
ORCL ORACLE CORP 0.7%
Value ($000) $7,275 Shares 69,000 Est. Cost $86.90 Unrealized +22.8%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $7,149 Shares 43,711 Est. Cost $130.44 Unrealized +8.5%
HON HONEYWELL INTL INC 0.6%
Value ($000) $6,947 Shares 33,128 Est. Cost $175.82 Unrealized -2.0%
IVV ISHARES TR 0.6%
Value ($000) $6,917 Shares 14,481 Est. Cost $451.60 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $6,900 Shares 23,270 Est. Cost $249.54 Unrealized +3.7%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $6,837 Shares 10,358 Est. Cost $515.39 Unrealized +11.3%
CB CHUBB LIMITED 0.6%
Value ($000) $6,833 Shares 30,236 Est. Cost $193.75 Unrealized +10.3%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $6,589 Shares 38,655 Est. Cost $151.33 Unrealized -3.9%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $6,485 Shares 68,932 Est. Cost $82.38 Unrealized +1.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $6,294 Shares 13,242 Est. Cost $387.89 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $6,226 Shares 44,175 Est. Cost $103.39 Unrealized +30.3%
IWB ISHARES TR 0.6%
Value ($000) $6,112 Shares 23,307 Est. Cost $262.26 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $6,045 Shares 25,484 Est. Cost $196.35 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $6,016 Shares 24,210 Est. Cost $192.05 Unrealized +23.7%
LIN LINDE PLC 0.6%
Value ($000) $5,979 Shares 14,558 Est. Cost $363.20 Unrealized +5.6%
LLY LILLY ELI & CO 0.6%
Value ($000) $5,970 Shares 10,241 Est. Cost $429.04 Unrealized +34.0%
ALLY ALLY FINL INC 0.5%
Value ($000) $5,749 Shares 164,636 Est. Cost $25.69 Unrealized +0.9%
PLD PROLOGIC INC. 0.5%
Value ($000) $5,599 Shares 42,005 Est. Cost $110.42 Unrealized -4.4%
MPC MARATHON PETE CORP 0.5%
Value ($000) $5,585 Shares 37,648 Est. Cost $107.41 Unrealized +32.2%
USMV ISHARES TR 0.5%
Value ($000) $5,577 Shares 71,478 Est. Cost $78.03 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value ($000) $5,521 Shares 64,670 Est. Cost $67.51 Unrealized +4.6%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $5,451 Shares 40,501 Est. Cost $93.67 Unrealized +28.8%
OKE ONEOK INC NEW 0.5%
Value ($000) $5,414 Shares 77,096 Est. Cost $53.73 Unrealized +12.3%
MFC MANULIFE FINL CORP 0.5%
Value ($000) $5,407 Shares 244,641 Est. Cost $19.10 Unrealized +0.5%
HYD VANECK ETF TRUST 0.5%
Value ($000) $5,306 Shares 102,768 Est. Cost $51.65 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $5,294 Shares 10,690 Est. Cost $19.19 Unrealized +141.3%
MLN VANECK ETF TRUST 0.5%
Value ($000) $5,143 Shares 281,812 Est. Cost $17.68 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.5%
Value ($000) $5,143 Shares 77,057 Est. Cost $48.47 Unrealized +18.3%
CRM SALESFORCE INC 0.5%
Value ($000) $5,115 Shares 19,438 Est. Cost $184.42 Unrealized +21.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,093 Shares 53,046 Est. Cost $92.74 Unrealized -0.6%
FNF FIDELITY NATIONAL FINANCIAL 0.5%
Value ($000) $4,997 Shares 97,950 Est. Cost $38.82 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $4,984 Shares 59,233 Est. Cost $86.89 Unrealized -13.0%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,983 Shares 82,042 Est. Cost $72.27 Unrealized -26.0%
EPR EPR PPTYS 0.5%
Value ($000) $4,954 Shares 102,245 Est. Cost $46.82 Unrealized
ALL ALLSTATE CORP 0.5%
Value ($000) $4,905 Shares 35,038 Est. Cost $124.75 Unrealized 0.0%
VTRS VIATRIS INC 0.5%
Value ($000) $4,892 Shares 451,664 Est. Cost $9.18 Unrealized -5.3%
WMB WILLIAMS COS INC 0.4%
Value ($000) $4,861 Shares 139,550 Est. Cost $28.56 Unrealized +12.6%
FMHI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $4,856 Shares 101,849 Est. Cost $47.49 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $4,844 Shares 25,567 Est. Cost $159.18 Unrealized +17.4%
STLA STELLANTIS N.V 0.4%
Value ($000) $4,786 Shares 205,233 Est. Cost $23.32 Unrealized
BLACKROCK MULTI SECTOR INC T 0.4%
Value ($000) $4,747 Shares 316,477 Est. Cost $14.50 Unrealized
QGRO AMERICAN CENTY ETF TR 0.4%
Value ($000) $4,747 Shares 62,395 Est. Cost $76.08 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $4,718 Shares 23,759 Est. Cost $155.03 Unrealized +11.1%
META META PLATFORMS INC 0.4%
Value ($000) $4,614 Shares 13,036 Est. Cost $224.35 Unrealized +44.1%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $4,613 Shares 19,800 Est. Cost $219.72 Unrealized +1.1%
SLG SL GREEN RLTY CORP 0.4%
Value ($000) $4,593 Shares 101,678 Est. Cost $45.17 Unrealized
WESTROCK CO 0.4%
Value ($000) $4,584 Shares 110,402 Est. Cost $41.52 Unrealized
NEW YORK CMNTY BANCORP INC 0.4%
Value ($000) $4,419 Shares 431,974 Est. Cost $11.05 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $4,268 Shares 26,332 Est. Cost $112.89 Unrealized +27.7%
DTE DTE ENERGY CO 0.4%
Value ($000) $4,174 Shares 37,859 Est. Cost $94.92 Unrealized 0.0%
BLACKROCK INC 0.4%
Value ($000) $4,140 Shares 5,100 Est. Cost $744.18 Unrealized
ISHARES TR 0.4%
Value ($000) $3,891 Shares 150,074 Est. Cost $25.77 Unrealized
ISHARES TR 0.4%
Value ($000) $3,868 Shares 145,715 Est. Cost $26.41 Unrealized
IBMO ISHARES TR 0.4%
Value ($000) $3,851 Shares 150,943 Est. Cost $25.26 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $3,825 Shares 40,774 Est. Cost $73.26 Unrealized +19.1%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $3,768 Shares 22,851 Est. Cost $138.69 Unrealized +9.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,739 Shares 12,680 Est. Cost $98.56 Unrealized +35.7%
TOTALENERGIES SE 0.3%
Value ($000) $3,490 Shares 51,790 Est. Cost $62.11 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $3,418 Shares 28,256 Est. Cost $116.99 Unrealized -1.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $3,406 Shares 10,920 Est. Cost $240.56 Unrealized +9.8%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $3,405 Shares 41,920 Est. Cost $78.99 Unrealized -9.2%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $3,361 Shares 21,377 Est. Cost $148.03 Unrealized -9.3%
QTEC FIRST TR NASDAQ 100 TECH IND 0.3%
Value ($000) $3,322 Shares 18,932 Est. Cost $131.07 Unrealized
COHEN & STEERS QUALITY INCOM 0.3%
Value ($000) $3,268 Shares 266,960 Est. Cost $12.01 Unrealized
NUVEEN FLOATING RATE INCOME 0.3%
Value ($000) $3,185 Shares 387,450 Est. Cost $8.22 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,165 Shares 38,820 Est. Cost $71.19 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $3,116 Shares 8,203 Est. Cost $294.80 Unrealized +13.1%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $3,105 Shares 14,384 Est. Cost $180.30 Unrealized -2.9%
INTU INTUIT 0.3%
Value ($000) $3,100 Shares 4,960 Est. Cost $480.10 Unrealized +13.4%
FXD FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3,075 Shares 52,132 Est. Cost $55.21 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3,070 Shares 47,328 Est. Cost $51.67 Unrealized
NKE NIKE INC 0.3%
Value ($000) $3,000 Shares 27,631 Est. Cost $102.72 Unrealized +0.3%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $2,945 Shares 50,940 Est. Cost $44.58 Unrealized +19.7%
ABFL TRIMTABS ETF TR 0.3%
Value ($000) $2,832 Shares 50,025 Est. Cost $56.62 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,795 Shares 98,785 Est. Cost $28.24 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2,778 Shares 8,236 Est. Cost $252.42 Unrealized +18.1%
IWF ISHARES TR 0.3%
Value ($000) $2,772 Shares 9,143 Est. Cost $249.85 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $2,712 Shares 2,854 Est. Cost $54.41 Unrealized +16.2%
BX BLACKSTONE INC 0.2%
Value ($000) $2,691 Shares 20,553 Est. Cost $78.68 Unrealized +29.7%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,653 Shares 64,549 Est. Cost $39.21 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $2,551 Shares 9,741 Est. Cost $218.28 Unrealized +4.1%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,549 Shares 4,802 Est. Cost $514.12 Unrealized -6.5%
DHR DANAHER CORPORATION 0.2%
Value ($000) $2,470 Shares 10,679 Est. Cost $222.34 Unrealized -5.4%
IRM IRON MTN INC DEL 0.2%
Value ($000) $2,467 Shares 35,257 Est. Cost $44.98 Unrealized +29.9%
DEO DIAGEO PLC 0.2%
Value ($000) $2,467 Shares 16,939 Est. Cost $173.64 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $2,463 Shares 5,347 Est. Cost $367.37 Unrealized +10.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $2,434 Shares 12,732 Est. Cost $170.08 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $2,396 Shares 14,106 Est. Cost $160.91 Unrealized -4.4%
BIL SPDR SER TR 0.2%
Value ($000) $2,390 Shares 26,156 Est. Cost $91.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $2,381 Shares 5,253 Est. Cost $426.46 Unrealized -2.1%
MS MORGAN STANLEY 0.2%
Value ($000) $2,374 Shares 25,454 Est. Cost $76.38 Unrealized -2.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,357 Shares 15,803 Est. Cost $152.67 Unrealized -9.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,218 Shares 5,201 Est. Cost $381.25 Unrealized +4.2%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $2,189 Shares 18,639 Est. Cost $117.45 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $2,180 Shares 29,642 Est. Cost $73.12 Unrealized
IDEV ISHARES TR 0.2%
Value ($000) $2,174 Shares 34,151 Est. Cost $58.28 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,161 Shares 25,325 Est. Cost $63.48 Unrealized +16.0%
PIMCO DYNAMIC INCOME FD 0.2%
Value ($000) $2,108 Shares 117,435 Est. Cost $18.21 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,107 Shares 19,327 Est. Cost $96.40 Unrealized +0.4%
PIMCO CORPORATE & INCM STRG 0.2%
Value ($000) $2,099 Shares 169,160 Est. Cost $12.18 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,064 Shares 71,702 Est. Cost $36.24 Unrealized -27.2%
MCK MCKESSON CORP 0.2%
Value ($000) $2,044 Shares 4,415 Est. Cost $367.20 Unrealized +22.6%
MUNI PIMCO ETF TR 0.2%
Value ($000) $2,037 Shares 38,584 Est. Cost $51.48 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $2,010 Shares 6,474 Est. Cost $245.80 Unrealized +9.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,004 Shares 4,550 Est. Cost $355.70 Unrealized +9.1%
SHYG ISHARES TR 0.2%
Value ($000) $1,997 Shares 47,300 Est. Cost $41.37 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $1,986 Shares 41,459 Est. Cost $42.24 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $1,981 Shares 46,594 Est. Cost $38.47 Unrealized
GDX VANECK ETF TRUST 0.2%
Value ($000) $1,971 Shares 63,563 Est. Cost $28.66 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $1,945 Shares 12,796 Est. Cost $77.70 Unrealized +55.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,942 Shares 73,684 Est. Cost $24.19 Unrealized
IBMP ISHARES TR 0.2%
Value ($000) $1,920 Shares 75,550 Est. Cost $25.41 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $1,908 Shares 47,441 Est. Cost $38.91 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $1,811 Shares 37,711 Est. Cost $32.86 Unrealized +29.2%
QUAL ISHARES TR 0.2%
Value ($000) $1,793 Shares 12,186 Est. Cost $147.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,790 Shares 12,140 Est. Cost $107.53 Unrealized +9.6%
SOUTHSTATE CORPORATION 0.2%
Value ($000) $1,774 Shares 21,001 Est. Cost $76.36 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,763 Shares 26,021 Est. Cost $54.21 Unrealized +12.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,721 Shares 7,397 Est. Cost $207.16 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $1,708 Shares 40,496 Est. Cost $38.77 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.2%
Value ($000) $1,681 Shares 100,000 Est. Cost $15.40 Unrealized -11.2%
SMMU PIMCO ETF TR 0.2%
Value ($000) $1,672 Shares 33,417 Est. Cost $50.03 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,644 Shares 43,608 Est. Cost $30.87 Unrealized +0.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,628 Shares 3 Est. Cost $448761.72 Unrealized +19.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,617 Shares 3,187 Est. Cost $445.47 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,573 Shares 30,218 Est. Cost $50.33 Unrealized +1.7%
FLEX FLEX LTD 0.1%
Value ($000) $1,549 Shares 50,863 Est. Cost $20.01 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $1,544 Shares 26,550 Est. Cost $59.40 Unrealized -13.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,509 Shares 7,072 Est. Cost $185.02 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,477 Shares 29,245 Est. Cost $42.25 Unrealized +13.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,399 Shares 6,415 Est. Cost $195.69 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,396 Shares 27,786 Est. Cost $26.84 Unrealized +49.2%
BP BP PLC 0.1%
Value ($000) $1,363 Shares 38,492 Est. Cost $35.20 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $1,362 Shares 26,138 Est. Cost $52.10 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $1,274 Shares 11,768 Est. Cost $108.26 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,258 Shares 21,699 Est. Cost $52.20 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,251 Shares 39,384 Est. Cost $28.67 Unrealized
PWRD TCW TRANSFORM ETF TRUST 0.1%
Value ($000) $1,245 Shares 21,949 Est. Cost $56.74 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $1,244 Shares 11,065 Est. Cost $98.72 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,233 Shares 3,195 Est. Cost $321.19 Unrealized -1.1%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,223 Shares 49,326 Est. Cost $23.94 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,191 Shares 23,042 Est. Cost $51.67 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,174 Shares 1,968 Est. Cost $327.92 Unrealized +75.9%
BOX BOX INC 0.1%
Value ($000) $1,139 Shares 44,462 Est. Cost $28.53 Unrealized -11.4%
HYG ISHARES TR 0.1%
Value ($000) $1,135 Shares 14,663 Est. Cost $75.16 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,060 Shares 4,743 Est. Cost $223.39 Unrealized
TEKLA HEALTHCARE INVS 0.1%
Value ($000) $1,059 Shares 63,894 Est. Cost $18.00 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1,053 Shares 14,969 Est. Cost $63.48 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,046 Shares 2,396 Est. Cost $371.33 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,027 Shares 4,249 Est. Cost $203.83 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $1,022 Shares 10,334 Est. Cost $96.34 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $968 Shares 14,710 Est. Cost $56.95 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $954 Shares 3,225 Est. Cost $212.48 Unrealized +18.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $948 Shares 4,925 Est. Cost $126.84 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $935 Shares 44,001 Est. Cost $24.01 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $922 Shares 11,569 Est. Cost $69.73 Unrealized +2.9%
WMT WALMART INC 0.1%
Value ($000) $912 Shares 5,786 Est. Cost $45.79 Unrealized +12.8%
LOW LOWES COS INC 0.1%
Value ($000) $908 Shares 4,081 Est. Cost $188.18 Unrealized +3.5%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $901 Shares 13,381 Est. Cost $67.80 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $896 Shares 3,791 Est. Cost $217.37 Unrealized -7.9%
EFA ISHARES TR 0.1%
Value ($000) $894 Shares 11,865 Est. Cost $65.71 Unrealized
BA BOEING CO 0.1%
Value ($000) $877 Shares 3,366 Est. Cost $164.01 Unrealized +30.4%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $876 Shares 10,249 Est. Cost $74.78 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $853 Shares 13,617 Est. Cost $63.84 Unrealized
MMM 3M CO 0.1%
Value ($000) $847 Shares 7,744 Est. Cost $85.78 Unrealized -11.9%
BRO BROWN & BROWN INC 0.1%
Value ($000) $841 Shares 11,820 Est. Cost $62.56 Unrealized +12.8%
GOVT ISHARES TR 0.1%
Value ($000) $822 Shares 35,670 Est. Cost $22.82 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $812 Shares 6,616 Est. Cost $122.75 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $808 Shares 10,169 Est. Cost $94.52 Unrealized -20.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $806 Shares 9,783 Est. Cost $73.92 Unrealized -3.3%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $800 Shares 5,472 Est. Cost $208.87 Unrealized -39.1%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $798 Shares 8,712 Est. Cost $80.23 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $796 Shares 14,470 Est. Cost $54.85 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $786 Shares 14,598 Est. Cost $51.53 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $776 Shares 4,948 Est. Cost $150.69 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $776 Shares 12,004 Est. Cost $64.60 Unrealized -7.2%
AMGN AMGEN INC 0.1%
Value ($000) $769 Shares 2,671 Est. Cost $213.65 Unrealized +19.4%
IWD ISHARES TR 0.1%
Value ($000) $758 Shares 4,590 Est. Cost $151.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $754 Shares 2,115 Est. Cost $322.46 Unrealized +8.9%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $751 Shares 2,734 Est. Cost $223.60 Unrealized +20.9%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $737 Shares 839 Est. Cost $738.94 Unrealized +10.8%
ADVENT CONV & INCOME FD 0.1%
Value ($000) $722 Shares 63,409 Est. Cost $11.14 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $715 Shares 11,008 Est. Cost $64.93 Unrealized
ATEC ALPHATEC HLDGS INC 0.1%
Value ($000) $708 Shares 46,841 Est. Cost $10.08 Unrealized +18.6%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $699 Shares 6,383 Est. Cost $101.29 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $695 Shares 7,177 Est. Cost $96.85 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.1%
Value ($000) $680 Shares 29,379 Est. Cost $20.43 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $679 Shares 7,522 Est. Cost $93.45 Unrealized -7.8%
ABLG TRIMTABS ETF TR 0.1%
Value ($000) $630 Shares 21,617 Est. Cost $29.14 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $619 Shares 2,273 Est. Cost $166.46 Unrealized +54.8%
EFX EQUIFAX INC 0.1%
Value ($000) $618 Shares 2,498 Est. Cost $206.52 Unrealized -3.2%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $617 Shares 27,082 Est. Cost $22.97 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $613 Shares 527 Est. Cost $526.19 Unrealized +91.3%
LQD ISHARES TR 0.1%
Value ($000) $608 Shares 5,491 Est. Cost $107.22 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $603 Shares 5,971 Est. Cost $90.72 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $599 Shares 17,793 Est. Cost $31.67 Unrealized -12.8%
EWW ISHARES INC 0.1%
Value ($000) $587 Shares 8,646 Est. Cost $49.45 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $580 Shares 10,466 Est. Cost $55.41 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $574 Shares 28,032 Est. Cost $20.49 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $568 Shares 5,098 Est. Cost $105.88 Unrealized -5.8%
INDY ISHARES TR 0.1%
Value ($000) $565 Shares 11,465 Est. Cost $42.41 Unrealized
T AT&T INC 0.1%
Value ($000) $560 Shares 33,344 Est. Cost $15.26 Unrealized -6.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $557 Shares 4,584 Est. Cost $112.68 Unrealized -1.3%
IGIB ISHARES TR 0.1%
Value ($000) $556 Shares 10,692 Est. Cost $49.29 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $554 Shares 7,166 Est. Cost $61.99 Unrealized -8.8%
IGSB ISHARES TR 0.1%
Value ($000) $551 Shares 10,746 Est. Cost $49.83 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $550 Shares 4,048 Est. Cost $206.49 Unrealized -43.9%
IEMG ISHARES INC 0.1%
Value ($000) $548 Shares 10,839 Est. Cost $47.09 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $547 Shares 1,124 Est. Cost $31.21 Unrealized +39.9%
GSK GSK PLC 0.1%
Value ($000) $547 Shares 14,748 Est. Cost $35.65 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $546 Shares 8,391 Est. Cost $55.22 Unrealized
EWN ISHARES INC 0.1%
Value ($000) $545 Shares 12,209 Est. Cost $37.32 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $539 Shares 24,462 Est. Cost $23.74 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $536 Shares 2,376 Est. Cost $157.69 Unrealized +25.9%
IWM ISHARES TR 0.0%
Value ($000) $534 Shares 2,659 Est. Cost $174.85 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $533 Shares 10,153 Est. Cost $47.73 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $526 Shares 1,150 Est. Cost $507.93 Unrealized -5.5%
MET METLIFE INC 0.0%
Value ($000) $509 Shares 7,693 Est. Cost $65.10 Unrealized -9.7%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $491 Shares 5,168 Est. Cost $76.26 Unrealized +4.7%
MBB ISHARES TR 0.0%
Value ($000) $479 Shares 5,089 Est. Cost $94.08 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $475 Shares 1,160 Est. Cost $291.26 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $473 Shares 9,365 Est. Cost $50.47 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $465 Shares 5,154 Est. Cost $84.01 Unrealized
JUCY ETF SER SOLUTIONS 0.0%
Value ($000) $465 Shares 19,630 Est. Cost $23.66 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $461 Shares 5,935 Est. Cost $70.87 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $452 Shares 14,486 Est. Cost $30.69 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $442 Shares 6,296 Est. Cost $61.05 Unrealized +4.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $441 Shares 8,593 Est. Cost $64.89 Unrealized -27.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $439 Shares 2,449 Est. Cost $154.77 Unrealized +5.0%
IUSV ISHARES TR 0.0%
Value ($000) $435 Shares 5,154 Est. Cost $70.63 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $431 Shares 4,703 Est. Cost $61.14 Unrealized +36.8%
IJR ISHARES TR 0.0%
Value ($000) $427 Shares 3,948 Est. Cost $94.98 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $427 Shares 8,278 Est. Cost $46.49 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $417 Shares 4,685 Est. Cost $89.06 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $410 Shares 10,474 Est. Cost $39.11 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $410 Shares 2,699 Est. Cost $97.52 Unrealized +24.6%
CME CME GROUP INC 0.0%
Value ($000) $404 Shares 1,919 Est. Cost $150.96 Unrealized +28.9%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $401 Shares 2,185 Est. Cost $148.47 Unrealized
IBD NORTHERN LTD FD TR IV 0.0%
Value ($000) $400 Shares 16,941 Est. Cost $23.01 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $397 Shares 848 Est. Cost $495.16 Unrealized -8.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $394 Shares 7,997 Est. Cost $40.81 Unrealized +0.5%
MUB ISHARES TR 0.0%
Value ($000) $390 Shares 3,595 Est. Cost $108.41 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $389 Shares 2,226 Est. Cost $177.59 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $386 Shares 3,329 Est. Cost $108.76 Unrealized +0.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $386 Shares 2,668 Est. Cost $108.85 Unrealized +8.7%
TWLO TWILIO INC 0.0%
Value ($000) $386 Shares 5,085 Est. Cost $59.96 Unrealized +4.0%
PIONEER NAT RES CO 0.0%
Value ($000) $382 Shares 1,700 Est. Cost $217.51 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $381 Shares 3,686 Est. Cost $112.72 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $380 Shares 4,390 Est. Cost $66.68 Unrealized +9.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $377 Shares 9,343 Est. Cost $35.56 Unrealized -2.1%
TGT TARGET CORP 0.0%
Value ($000) $376 Shares 2,638 Est. Cost $137.44 Unrealized -17.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $361 Shares 6,713 Est. Cost $45.43 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $361 Shares 4,311 Est. Cost $86.65 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $359 Shares 8,186 Est. Cost $30.06 Unrealized +33.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $356 Shares 3,658 Est. Cost $82.60 Unrealized +6.6%
KR KROGER CO 0.0%
Value ($000) $355 Shares 7,771 Est. Cost $44.61 Unrealized -5.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $350 Shares 3,133 Est. Cost $108.14 Unrealized
CSX CSX CORP 0.0%
Value ($000) $340 Shares 9,819 Est. Cost $28.73 Unrealized +7.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $338 Shares 662 Est. Cost $432.06 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $338 Shares 2,642 Est. Cost $91.55 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $333 Shares 1,218 Est. Cost $263.57 Unrealized -1.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $332 Shares 4,340 Est. Cost $44.14 Unrealized +54.7%
IWY ISHARES TR 0.0%
Value ($000) $329 Shares 1,875 Est. Cost $120.53 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $328 Shares 5,245 Est. Cost $55.02 Unrealized 0.0%
EPOL ISHARES TR 0.0%
Value ($000) $328 Shares 14,474 Est. Cost $22.65 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $326 Shares 4,537 Est. Cost $66.95 Unrealized -1.2%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $326 Shares 11,121 Est. Cost $39.76 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $326 Shares 2,734 Est. Cost $112.19 Unrealized -1.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $324 Shares 3,343 Est. Cost $84.52 Unrealized -0.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $323 Shares 1,079 Est. Cost $281.08 Unrealized -2.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $321 Shares 4,433 Est. Cost $58.01 Unrealized +10.9%
CP CANADIAN PAC KANSAS CITY 0.0%
Value ($000) $318 Shares 4,025 Est. Cost $75.65 Unrealized -4.7%
USIG ISHARES TR 0.0%
Value ($000) $317 Shares 6,183 Est. Cost $51.26 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $315 Shares 2,470 Est. Cost $66.22 Unrealized +38.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $314 Shares 226,231 Est. Cost $83.64 Unrealized -19.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $310 Shares 20,818 Est. Cost $13.42 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $309 Shares 6,698 Est. Cost $44.83 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $305 Shares 1,327 Est. Cost $149.35 Unrealized +29.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $305 Shares 3,857 Est. Cost $85.94 Unrealized -23.9%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $305 Shares 4,022 Est. Cost $75.72 Unrealized -7.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $301 Shares 4,627 Est. Cost $72.93 Unrealized -18.4%
DGS WISDOMTREE TR 0.0%
Value ($000) $289 Shares 5,789 Est. Cost $46.26 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $285 Shares 8,165 Est. Cost $31.51 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $284 Shares 10,004 Est. Cost $28.17 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $267 Shares 8,183 Est. Cost $27.65 Unrealized -0.2%
IHAK ISHARES TR 0.0%
Value ($000) $263 Shares 5,791 Est. Cost $38.51 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $262 Shares 671 Est. Cost $310.97 Unrealized +9.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $256 Shares 3,028 Est. Cost $78.90 Unrealized -12.4%
O REALTY INCOME CORP 0.0%
Value ($000) $254 Shares 4,423 Est. Cost $51.90 Unrealized -10.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $253 Shares 2,194 Est. Cost $113.66 Unrealized -20.1%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $251 Shares 8,236 Est. Cost $38.14 Unrealized -24.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $250 Shares 4,808 Est. Cost $43.67 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $249 Shares 1,490 Est. Cost $132.90 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $248 Shares 1,454 Est. Cost $152.02 Unrealized
RNEM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $247 Shares 4,788 Est. Cost $48.58 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $243 Shares 293 Est. Cost $673.02 Unrealized +12.4%
SYY SYSCO CORP 0.0%
Value ($000) $242 Shares 3,311 Est. Cost $68.44 Unrealized -5.2%
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $241 Shares 10,000 Est. Cost $23.09 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $237 Shares 4,070 Est. Cost $57.71 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $236 Shares 1,087 Est. Cost $174.26 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $233 Shares 420 Est. Cost $478.59 Unrealized -1.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $230 Shares 2,567 Est. Cost $70.26 Unrealized +14.2%
AFL AFLAC INC 0.0%
Value ($000) $229 Shares 2,781 Est. Cost $70.52 Unrealized +9.2%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $229 Shares 10,343 Est. Cost $21.18 Unrealized
IMTB ISHARES TR 0.0%
Value ($000) $228 Shares 5,252 Est. Cost $43.80 Unrealized
DOW DOW INC 0.0%
Value ($000) $227 Shares 4,147 Est. Cost $45.29 Unrealized -1.4%
F FORD MTR CO DEL 0.0%
Value ($000) $227 Shares 18,598 Est. Cost $10.71 Unrealized -10.1%
ECH ISHARES INC 0.0%
Value ($000) $226 Shares 8,023 Est. Cost $27.09 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $224 Shares 4,112 Est. Cost $56.23 Unrealized -5.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $221 Shares 5,988 Est. Cost $32.67 Unrealized -7.0%
ANSYS INC 0.0%
Value ($000) $221 Shares 610 Est. Cost $362.88 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 2,137 Est. Cost $108.73 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $221 Shares 7,151 Est. Cost $23.36 Unrealized +12.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $218 Shares 1,380 Est. Cost $157.85 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $216 Shares 2,793 Est. Cost $68.24 Unrealized 0.0%
BBH VANECK ETF TRUST 0.0%
Value ($000) $215 Shares 1,300 Est. Cost $159.74 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $214 Shares 3,553 Est. Cost $49.07 Unrealized +9.3%
C CITIGROUP INC 0.0%
Value ($000) $214 Shares 4,156 Est. Cost $41.35 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $212 Shares 12,691 Est. Cost $17.09 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $210 Shares 2,420 Est. Cost $78.65 Unrealized +4.3%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $210 Shares 20,593 Est. Cost $9.23 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $205 Shares 877 Est. Cost $317.17 Unrealized -30.7%
PFFD GLOBAL X FDS 0.0%
Value ($000) $204 Shares 10,510 Est. Cost $19.40 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $202 Shares 1,305 Est. Cost $119.93 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $201 Shares 4,640 Est. Cost $47.11 Unrealized -19.1%
THERATECHNOLOGIES INC 0.0%
Value ($000) $169 Shares 104,120 Est. Cost $2.15 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $137 Shares 12,000 Est. Cost $11.80 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $132 Shares 17,000 Est. Cost $8.22 Unrealized
COHEN & STEERS TOTAL RETURN 0.0%
Value ($000) $118 Shares 10,000 Est. Cost $12.23 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $98 Shares 18,000 Est. Cost $5.84 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $86 Shares 21,006 Est. Cost $3.83 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $79 Shares 46,605 Est. Cost $1.69 Unrealized
LILMF LILIUM N V 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.17 Unrealized -22.1%