Cyndeo Wealth Partners, LLC Diversified Active

CIK: 0001950947 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value ($000): $1,686,611 (100.0% shares, 0.0% debt)

Holdings (465)

MSFT MICROSOFT CORP 5.0%
Value ($000) $83,505 Shares 167,880 Est. Cost $289.40 Unrealized +49.4%
AVGO BROADCOM INC 3.1%
Value ($000) $51,888 Shares 188,239 Est. Cost $164.37 Unrealized +31.4%
AMZN AMAZON COM INC 2.7%
Value ($000) $45,118 Shares 205,653 Est. Cost $120.11 Unrealized +64.8%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $43,276 Shares 273,917 Est. Cost $108.80 Unrealized +15.7%
AAPL APPLE INC 2.5%
Value ($000) $42,701 Shares 208,124 Est. Cost $176.84 Unrealized +13.9%
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $28,413 Shares 98,006 Est. Cost $164.43 Unrealized +53.7%
ABT ABBOTT LABS 1.4%
Value ($000) $24,424 Shares 179,578 Est. Cost $99.36 Unrealized +31.4%
ABBV ABBVIE INC 1.4%
Value ($000) $24,360 Shares 131,234 Est. Cost $138.12 Unrealized +32.3%
FBND FIDELITY MERRIMACK STR TR 1.4%
Value ($000) $23,674 Shares 517,455 Est. Cost $46.40 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $23,285 Shares 106,502 Est. Cost $113.46 Unrealized +41.7%
FTGC FIRST TR EXCHANGE TRAD FD VI 1.3%
Value ($000) $22,395 Shares 907,795 Est. Cost $23.79 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $22,063 Shares 29,892 Est. Cost $404.41 Unrealized +52.5%
VB VANGUARD INDEX FDS 1.3%
Value ($000) $21,309 Shares 89,917 Est. Cost $225.93 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $19,627 Shares 931,979 Est. Cost $20.67 Unrealized
IGIB ISHARES TR 1.1%
Value ($000) $18,547 Shares 348,032 Est. Cost $53.47 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $18,504 Shares 743,443 Est. Cost $24.24 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 1.1%
Value ($000) $18,166 Shares 937,826 Est. Cost $18.45 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $17,994 Shares 392,122 Est. Cost $45.07 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 1.1%
Value ($000) $17,721 Shares 353,424 Est. Cost $50.17 Unrealized
IAU ISHARES GOLD TR 1.0%
Value ($000) $17,428 Shares 279,466 Est. Cost $34.90 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $17,291 Shares 39,441 Est. Cost $248.15 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 1.0%
Value ($000) $17,044 Shares 672,339 Est. Cost $14.77 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $16,749 Shares 95,040 Est. Cost $116.98 Unrealized +39.6%
TJX TJX COS INC NEW 1.0%
Value ($000) $16,115 Shares 130,498 Est. Cost $102.49 Unrealized +22.8%
HD HOME DEPOT INC 1.0%
Value ($000) $16,084 Shares 43,869 Est. Cost $308.01 Unrealized +15.6%
URA GLOBAL X FDS 0.9%
Value ($000) $15,760 Shares 406,091 Est. Cost $23.11 Unrealized
NUVEEN FLOATING RATE INCOME 0.9%
Value ($000) $15,316 Shares 1,808,320 Est. Cost $8.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $15,161 Shares 66,938 Est. Cost $146.69 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $14,609 Shares 23,529 Est. Cost $492.96 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.8%
Value ($000) $13,799 Shares 385,551 Est. Cost $47.87 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value ($000) $13,589 Shares 99,686 Est. Cost $30.69 Unrealized +282.2%
MS MORGAN STANLEY 0.8%
Value ($000) $13,529 Shares 96,049 Est. Cost $90.31 Unrealized +33.9%
KO COCA COLA CO 0.8%
Value ($000) $13,149 Shares 185,850 Est. Cost $58.78 Unrealized +18.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.8%
Value ($000) $13,139 Shares 141,704 Est. Cost $59.66 Unrealized +47.0%
PSLV SPROTT PHYSICAL SILVER TR 0.8%
Value ($000) $12,868 Shares 1,051,303 Est. Cost $8.48 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $12,867 Shares 20,825 Est. Cost $479.23 Unrealized
MO ALTRIA GROUP INC 0.7%
Value ($000) $11,138 Shares 189,967 Est. Cost $39.50 Unrealized +41.6%
LLY ELI LILLY & CO 0.7%
Value ($000) $10,963 Shares 14,064 Est. Cost $532.30 Unrealized +45.3%
V VISA INC 0.6%
Value ($000) $10,575 Shares 29,784 Est. Cost $213.28 Unrealized +62.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $10,418 Shares 240,757 Est. Cost $35.90 Unrealized +16.5%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $10,239 Shares 33,689 Est. Cost $229.72 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $9,887 Shares 42,973 Est. Cost $210.58 Unrealized +3.7%
BLACKROCK MULTI SECTOR INC T 0.6%
Value ($000) $9,764 Shares 668,770 Est. Cost $14.59 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $9,725 Shares 31,533 Est. Cost $237.53 Unrealized +27.3%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $9,714 Shares 63,594 Est. Cost $154.29 Unrealized -2.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $9,502 Shares 16,774 Est. Cost $530.56 Unrealized
EPR EPR PPTYS 0.6%
Value ($000) $9,407 Shares 161,474 Est. Cost $46.85 Unrealized
HCA HCA HEALTHCARE INC 0.6%
Value ($000) $9,376 Shares 24,475 Est. Cost $358.58 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $8,988 Shares 50,853 Est. Cost $143.84 Unrealized
WMB WILLIAMS COS INC 0.5%
Value ($000) $8,984 Shares 143,031 Est. Cost $30.71 Unrealized +87.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $8,881 Shares 55,742 Est. Cost $137.15 Unrealized +17.2%
UGI UGI CORP NEW 0.5%
Value ($000) $8,854 Shares 243,096 Est. Cost $26.08 Unrealized +31.9%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $8,694 Shares 295,725 Est. Cost $18.37 Unrealized +45.7%
NTR NUTRIEN LTD 0.5%
Value ($000) $8,664 Shares 148,766 Est. Cost $50.38 Unrealized +11.1%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $8,301 Shares 34,876 Est. Cost $186.02 Unrealized +10.8%
ORI OLD REP INTL CORP 0.5%
Value ($000) $8,288 Shares 215,603 Est. Cost $25.88 Unrealized +34.8%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $8,259 Shares 118,977 Est. Cost $70.64 Unrealized -3.6%
CNH CNH INDL N V 0.5%
Value ($000) $8,227 Shares 634,795 Est. Cost $12.30 Unrealized -0.6%
DTE DTE ENERGY CO 0.5%
Value ($000) $8,220 Shares 62,054 Est. Cost $101.36 Unrealized +29.5%
PIMCO DYNAMIC INCOME FD 0.5%
Value ($000) $8,173 Shares 430,842 Est. Cost $18.80 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $8,030 Shares 74,487 Est. Cost $100.22 Unrealized +4.3%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $8,027 Shares 25,166 Est. Cost $286.91 Unrealized -2.6%
IWF ISHARES TR 0.5%
Value ($000) $8,012 Shares 18,871 Est. Cost $334.79 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $7,980 Shares 27,314 Est. Cost $253.77 Unrealized +19.6%
CB CHUBB LIMITED 0.5%
Value ($000) $7,748 Shares 26,743 Est. Cost $219.55 Unrealized +30.7%
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $7,668 Shares 221,618 Est. Cost $31.54 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $7,526 Shares 28,202 Est. Cost $239.27 Unrealized +7.6%
LIN LINDE PLC 0.4%
Value ($000) $7,509 Shares 16,005 Est. Cost $375.85 Unrealized +20.3%
CNA CNA FINL CORP 0.4%
Value ($000) $7,254 Shares 155,909 Est. Cost $44.82 Unrealized +3.3%
ABFL TRIMTABS ETF TR 0.4%
Value ($000) $7,061 Shares 99,789 Est. Cost $59.47 Unrealized
RITM RITHM CAPITAL CORP 0.4%
Value ($000) $6,972 Shares 617,500 Est. Cost $11.29 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $6,967 Shares 24,954 Est. Cost $282.16 Unrealized -1.6%
ZROZ PIMCO ETF TR 0.4%
Value ($000) $6,934 Shares 103,388 Est. Cost $71.56 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $6,845 Shares 15,648 Est. Cost $328.47 Unrealized +19.6%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $6,831 Shares 214,751 Est. Cost $31.24 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $6,813 Shares 21,447 Est. Cost $217.76 Unrealized +38.3%
TGT TARGET CORP 0.4%
Value ($000) $6,794 Shares 68,871 Est. Cost $96.82 Unrealized -3.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $6,566 Shares 11,684 Est. Cost $437.16 Unrealized +26.1%
BG BUNGE GLOBAL SA 0.4%
Value ($000) $6,509 Shares 81,074 Est. Cost $77.10 Unrealized 0.0%
HSY HERSHEY CO 0.4%
Value ($000) $6,407 Shares 38,608 Est. Cost $161.62 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $6,251 Shares 30,106 Est. Cost $165.08 Unrealized +5.6%
GOOG ALPHABET INC 0.4%
Value ($000) $6,243 Shares 35,191 Est. Cost $135.22 Unrealized +21.9%
PLD PROLOGIS INC. 0.4%
Value ($000) $6,025 Shares 57,312 Est. Cost $111.16 Unrealized -8.0%
MLN VANECK ETF TRUST 0.4%
Value ($000) $5,966 Shares 353,246 Est. Cost $17.83 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $5,960 Shares 19,940 Est. Cost $290.97 Unrealized +4.1%
FBCG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $5,745 Shares 119,094 Est. Cost $42.12 Unrealized
WMT WALMART INC 0.3%
Value ($000) $5,731 Shares 58,610 Est. Cost $78.13 Unrealized +21.3%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $5,557 Shares 10,227 Est. Cost $319.64 Unrealized +63.6%
DYNF BLACKROCK ETF TRUST 0.3%
Value ($000) $5,258 Shares 96,553 Est. Cost $47.37 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $5,187 Shares 5,240 Est. Cost $656.13 Unrealized +51.0%
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $5,115 Shares 96,805 Est. Cost $53.42 Unrealized
IWY ISHARES TR 0.3%
Value ($000) $5,055 Shares 20,507 Est. Cost $206.09 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $5,031 Shares 42,167 Est. Cost $106.63 Unrealized +2.7%
AMLP ALPS ETF TR 0.3%
Value ($000) $5,030 Shares 102,939 Est. Cost $43.82 Unrealized
INTU INTUIT 0.3%
Value ($000) $4,857 Shares 6,166 Est. Cost $524.77 Unrealized +28.5%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $4,819 Shares 44,870 Est. Cost $55.61 Unrealized +81.9%
PWRD TCW ETF TRUST 0.3%
Value ($000) $4,796 Shares 53,193 Est. Cost $64.47 Unrealized
EATON VANCE LTD DURATION INC 0.3%
Value ($000) $4,647 Shares 452,912 Est. Cost $9.67 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $4,644 Shares 31,048 Est. Cost $100.22 Unrealized +34.8%
DCOR DIMENSIONAL ETF TRUST 0.3%
Value ($000) $4,621 Shares 69,131 Est. Cost $63.42 Unrealized
HYD VANECK ETF TRUST 0.3%
Value ($000) $4,549 Shares 90,596 Est. Cost $51.85 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $4,449 Shares 95,278 Est. Cost $47.53 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $4,433 Shares 150,941 Est. Cost $26.11 Unrealized
COHEN & STEERS QUALITY INCOM 0.3%
Value ($000) $4,317 Shares 346,710 Est. Cost $12.20 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $4,250 Shares 7,962 Est. Cost $310.29 Unrealized +58.0%
CRM SALESFORCE INC 0.2%
Value ($000) $4,147 Shares 15,208 Est. Cost $198.61 Unrealized +33.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $4,120 Shares 13,976 Est. Cost $133.87 Unrealized +89.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $4,070 Shares 18,615 Est. Cost $170.31 Unrealized +31.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $4,056 Shares 130,793 Est. Cost $27.23 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $4,050 Shares 27,734 Est. Cost $87.86 Unrealized +50.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $3,942 Shares 5,644 Est. Cost $438.46 Unrealized +43.3%
GLD SPDR GOLD TR 0.2%
Value ($000) $3,857 Shares 12,652 Est. Cost $172.14 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $3,762 Shares 6,819 Est. Cost $463.33 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $3,724 Shares 15,101 Est. Cost $142.26 Unrealized +72.3%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $3,702 Shares 41,069 Est. Cost $88.99 Unrealized +2.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $3,610 Shares 10,514 Est. Cost $261.41 Unrealized +31.8%
DFLV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,589 Shares 115,715 Est. Cost $30.78 Unrealized
ISHARES TR 0.2%
Value ($000) $3,583 Shares 133,869 Est. Cost $26.45 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,556 Shares 146,694 Est. Cost $30.01 Unrealized -25.5%
GBTC GRAYSCALE BITCOIN TR BTC 0.2%
Value ($000) $3,524 Shares 41,540 Est. Cost $63.17 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $3,511 Shares 34,227 Est. Cost $47.18 Unrealized +94.9%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.2%
Value ($000) $3,485 Shares 128,438 Est. Cost $25.85 Unrealized
IBMO ISHARES TR 0.2%
Value ($000) $3,421 Shares 133,532 Est. Cost $25.31 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,343 Shares 7,217 Est. Cost $430.56 Unrealized +6.6%
ASML ASML HOLDING N V 0.2%
Value ($000) $3,334 Shares 4,160 Est. Cost $861.83 Unrealized
QGRO AMERICAN CENTY ETF TR 0.2%
Value ($000) $3,311 Shares 30,342 Est. Cost $76.08 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $3,296 Shares 35,111 Est. Cost $78.79 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $3,282 Shares 16,038 Est. Cost $151.35 Unrealized +22.7%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $3,229 Shares 2,123 Est. Cost $1157.72 Unrealized +13.5%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value ($000) $3,209 Shares 25,296 Est. Cost $122.91 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $3,180 Shares 31,085 Est. Cost $88.02 Unrealized -1.7%
SPSM SPDR SER TR 0.2%
Value ($000) $3,172 Shares 74,467 Est. Cost $39.95 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $3,064 Shares 2,921 Est. Cost $954.80 Unrealized -2.3%
IEMG ISHARES INC 0.2%
Value ($000) $3,062 Shares 51,007 Est. Cost $52.64 Unrealized
IBMP ISHARES TR 0.2%
Value ($000) $2,976 Shares 117,402 Est. Cost $25.34 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,928 Shares 44,708 Est. Cost $63.54 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $2,888 Shares 24,252 Est. Cost $118.59 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,854 Shares 19,929 Est. Cost $151.37 Unrealized -9.5%
QUAL ISHARES TR 0.2%
Value ($000) $2,851 Shares 15,596 Est. Cost $158.52 Unrealized
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $2,804 Shares 6,937 Est. Cost $328.52 Unrealized +10.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,762 Shares 12,495 Est. Cost $189.86 Unrealized +10.8%
IXUS ISHARES TR 0.2%
Value ($000) $2,713 Shares 35,090 Est. Cost $67.58 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $2,680 Shares 47,722 Est. Cost $60.77 Unrealized -16.3%
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,662 Shares 42,531 Est. Cost $61.22 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,660 Shares 3,758 Est. Cost $342.93 Unrealized +66.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,596 Shares 4,923 Est. Cost $388.61 Unrealized +27.8%
EFV ISHARES TR 0.2%
Value ($000) $2,571 Shares 40,501 Est. Cost $55.21 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.2%
Value ($000) $2,570 Shares 118,444 Est. Cost $15.35 Unrealized +53.8%
IBMQ ISHARES TR 0.1%
Value ($000) $2,472 Shares 97,284 Est. Cost $25.20 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $2,432 Shares 46,715 Est. Cost $28.66 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,387 Shares 1,783 Est. Cost $46.15 Unrealized +145.0%
IEFA ISHARES TR 0.1%
Value ($000) $2,367 Shares 28,350 Est. Cost $68.82 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $2,326 Shares 23,449 Est. Cost $98.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,259 Shares 45,680 Est. Cost $39.21 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $2,239 Shares 39,265 Est. Cost $45.31 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,186 Shares 3 Est. Cost $448761.72 Unrealized +69.8%
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $2,184 Shares 10,262 Est. Cost $134.23 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $2,156 Shares 35,125 Est. Cost $62.15 Unrealized
SOUTHSTATE CORPORATION 0.1%
Value ($000) $2,030 Shares 22,062 Est. Cost $77.51 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $2,008 Shares 87,388 Est. Cost $22.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,973 Shares 4,866 Est. Cost $531.83 Unrealized -21.6%
ITOT ISHARES TR 0.1%
Value ($000) $1,955 Shares 14,477 Est. Cost $126.41 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,918 Shares 24,231 Est. Cost $101.99 Unrealized -24.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,911 Shares 18,930 Est. Cost $131.14 Unrealized -28.2%
IWD ISHARES TR 0.1%
Value ($000) $1,898 Shares 9,770 Est. Cost $171.91 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,894 Shares 27,297 Est. Cost $50.85 Unrealized +18.7%
PFFD GLOBAL X FDS 0.1%
Value ($000) $1,854 Shares 98,439 Est. Cost $20.14 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,843 Shares 3,618 Est. Cost $392.88 Unrealized +10.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,843 Shares 6,842 Est. Cost $205.26 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,841 Shares 13,946 Est. Cost $161.02 Unrealized -18.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,841 Shares 5,901 Est. Cost $505.69 Unrealized -25.9%
IYW ISHARES TR 0.1%
Value ($000) $1,826 Shares 10,540 Est. Cost $132.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,775 Shares 3,654 Est. Cost $372.77 Unrealized +36.2%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,770 Shares 23,852 Est. Cost $52.51 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $1,729 Shares 15,598 Est. Cost $74.04 Unrealized +51.1%
KLAC KLA CORP 0.1%
Value ($000) $1,702 Shares 1,900 Est. Cost $748.55 Unrealized 0.0%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,699 Shares 30,308 Est. Cost $53.98 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,697 Shares 15,148 Est. Cost $100.16 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $1,696 Shares 75,374 Est. Cost $22.92 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $1,690 Shares 54,968 Est. Cost $25.48 Unrealized +10.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,678 Shares 4,321 Est. Cost $256.76 Unrealized +28.8%
TLH ISHARES TR 0.1%
Value ($000) $1,667 Shares 16,411 Est. Cost $104.32 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,621 Shares 8,207 Est. Cost $226.57 Unrealized -14.8%
MUNI PIMCO ETF TR 0.1%
Value ($000) $1,577 Shares 30,699 Est. Cost $51.60 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,546 Shares 2,722 Est. Cost $424.37 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,538 Shares 5,495 Est. Cost $221.78 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $1,536 Shares 10,644 Est. Cost $69.36 Unrealized +47.7%
SMLF ISHARES TR 0.1%
Value ($000) $1,457 Shares 21,438 Est. Cost $62.68 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,456 Shares 34,356 Est. Cost $42.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,433 Shares 6,153 Est. Cost $179.99 Unrealized +10.9%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,418 Shares 15,382 Est. Cost $91.46 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $1,399 Shares 2,741 Est. Cost $223.60 Unrealized +105.4%
ETN EATON CORP PLC 0.1%
Value ($000) $1,378 Shares 3,860 Est. Cost $304.95 Unrealized +0.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,344 Shares 28,394 Est. Cost $33.97 Unrealized +22.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,318 Shares 5,205 Est. Cost $133.76 Unrealized
ADVENT CONV & INCOME FD 0.1%
Value ($000) $1,312 Shares 108,322 Est. Cost $11.30 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,287 Shares 7,068 Est. Cost $92.13 Unrealized +81.7%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,271 Shares 18,399 Est. Cost $53.83 Unrealized
EUSA ISHARES INC 0.1%
Value ($000) $1,259 Shares 12,706 Est. Cost $99.12 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $1,246 Shares 5,590 Est. Cost $194.02 Unrealized +10.4%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $1,242 Shares 12,769 Est. Cost $86.87 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $1,237 Shares 28,380 Est. Cost $41.09 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,222 Shares 25,327 Est. Cost $39.20 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,206 Shares 16,416 Est. Cost $63.39 Unrealized +3.0%
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,190 Shares 16,816 Est. Cost $64.27 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $1,186 Shares 44,001 Est. Cost $24.01 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,185 Shares 3,894 Est. Cost $254.78 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,183 Shares 17,647 Est. Cost $58.85 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $1,157 Shares 1,398 Est. Cost $680.44 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,143 Shares 16,362 Est. Cost $69.60 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,129 Shares 14,089 Est. Cost $48.78 Unrealized +45.8%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,121 Shares 4,050 Est. Cost $232.84 Unrealized
SMMU PIMCO ETF TR 0.1%
Value ($000) $1,116 Shares 22,248 Est. Cost $50.01 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,107 Shares 12,178 Est. Cost $89.44 Unrealized +0.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $1,101 Shares 4,532 Est. Cost $225.31 Unrealized 0.0%
EMGF ISHARES INC 0.1%
Value ($000) $1,097 Shares 21,060 Est. Cost $46.78 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,091 Shares 2,980 Est. Cost $307.77 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,089 Shares 24,822 Est. Cost $44.24 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $1,087 Shares 3,104 Est. Cost $291.15 Unrealized +11.4%
XAR SPDR SER TR 0.1%
Value ($000) $1,085 Shares 5,142 Est. Cost $157.86 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,083 Shares 4,883 Est. Cost $197.65 Unrealized +11.6%
PIZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,081 Shares 23,535 Est. Cost $28.67 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,053 Shares 10,076 Est. Cost $104.48 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,040 Shares 18,287 Est. Cost $55.44 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,038 Shares 14,739 Est. Cost $56.95 Unrealized
ABLD ABACUS FCF ETF TR 0.1%
Value ($000) $1,036 Shares 36,321 Est. Cost $28.47 Unrealized
DEA EASTERLY GOVT PPTYS INC 0.1%
Value ($000) $1,018 Shares 45,852 Est. Cost $22.20 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,012 Shares 6,645 Est. Cost $84.32 Unrealized +67.5%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $1,005 Shares 7,663 Est. Cost $121.20 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $1,002 Shares 11,210 Est. Cost $66.01 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $996 Shares 3,891 Est. Cost $218.06 Unrealized +6.9%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $964 Shares 6,383 Est. Cost $101.81 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $951 Shares 5,453 Est. Cost $105.46 Unrealized +51.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $947 Shares 7,640 Est. Cost $95.60 Unrealized +7.5%
FDIG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $947 Shares 26,600 Est. Cost $24.23 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $943 Shares 3,665 Est. Cost $105.04 Unrealized +108.1%
DGRO ISHARES TR 0.1%
Value ($000) $938 Shares 14,671 Est. Cost $52.52 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $930 Shares 509 Est. Cost $526.19 Unrealized +256.9%
EMB ISHARES TR 0.1%
Value ($000) $895 Shares 9,664 Est. Cost $90.02 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $892 Shares 70,300 Est. Cost $12.20 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $891 Shares 3,734 Est. Cost $230.35 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $876 Shares 2,636 Est. Cost $247.38 Unrealized +14.1%
IWR ISHARES TR 0.1%
Value ($000) $871 Shares 9,471 Est. Cost $76.48 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $871 Shares 9,492 Est. Cost $91.82 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $859 Shares 12,964 Est. Cost $63.57 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $857 Shares 10,501 Est. Cost $56.34 Unrealized +43.2%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $856 Shares 33,023 Est. Cost $25.81 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $850 Shares 9,986 Est. Cost $58.09 Unrealized +22.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $820 Shares 19,065 Est. Cost $39.28 Unrealized -3.3%
ADBE ADOBE INC 0.0%
Value ($000) $811 Shares 2,095 Est. Cost $449.52 Unrealized -14.3%
IWV ISHARES TR 0.0%
Value ($000) $809 Shares 2,305 Est. Cost $308.67 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $799 Shares 8,512 Est. Cost $93.50 Unrealized
BP BP PLC 0.0%
Value ($000) $799 Shares 26,697 Est. Cost $35.91 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $797 Shares 6,585 Est. Cost $120.99 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $792 Shares 26,897 Est. Cost $30.80 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $791 Shares 10,738 Est. Cost $72.86 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $790 Shares 3,195 Est. Cost $224.98 Unrealized +5.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $787 Shares 15,103 Est. Cost $47.53 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $768 Shares 8,380 Est. Cost $91.16 Unrealized -6.6%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $738 Shares 14,187 Est. Cost $49.91 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $727 Shares 4,738 Est. Cost $105.88 Unrealized +34.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $723 Shares 3,160 Est. Cost $168.59 Unrealized +36.2%
T AT&T INC 0.0%
Value ($000) $716 Shares 24,745 Est. Cost $16.28 Unrealized +65.7%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $708 Shares 33,953 Est. Cost $27.86 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $708 Shares 8,151 Est. Cost $79.46 Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value ($000) $705 Shares 17,529 Est. Cost $38.08 Unrealized
TLTD FLEXSHARES TR 0.0%
Value ($000) $701 Shares 8,394 Est. Cost $75.38 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $698 Shares 10,153 Est. Cost $47.73 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $695 Shares 5,390 Est. Cost $115.17 Unrealized +14.4%
MCK MCKESSON CORP 0.0%
Value ($000) $690 Shares 941 Est. Cost $481.76 Unrealized +46.1%
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $681 Shares 14,125 Est. Cost $48.97 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $676 Shares 3,175 Est. Cost $185.05 Unrealized 0.0%
IGEB ISHARES TR 0.0%
Value ($000) $666 Shares 14,651 Est. Cost $44.91 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $653 Shares 5,534 Est. Cost $93.70 Unrealized +23.2%
SMH VANECK ETF TRUST 0.0%
Value ($000) $653 Shares 2,341 Est. Cost $179.75 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $646 Shares 6,223 Est. Cost $82.23 Unrealized +24.0%
EFX EQUIFAX INC 0.0%
Value ($000) $645 Shares 2,485 Est. Cost $206.52 Unrealized +22.5%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $643 Shares 13,472 Est. Cost $41.01 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $643 Shares 7,376 Est. Cost $73.92 Unrealized +13.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $640 Shares 3,180 Est. Cost $132.44 Unrealized +48.7%
COWZ PACER FDS TR 0.0%
Value ($000) $640 Shares 11,613 Est. Cost $57.83 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $622 Shares 2,588 Est. Cost $189.61 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $621 Shares 6,246 Est. Cost $99.49 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $603 Shares 2,187 Est. Cost $168.64 Unrealized +59.2%
SO SOUTHERN CO 0.0%
Value ($000) $598 Shares 6,514 Est. Cost $62.23 Unrealized +41.4%
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $593 Shares 38,308 Est. Cost $18.00 Unrealized
JUCY ETF SER SOLUTIONS 0.0%
Value ($000) $588 Shares 26,464 Est. Cost $23.40 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $585 Shares 6,514 Est. Cost $105.21 Unrealized -16.3%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $581 Shares 4,092 Est. Cost $119.34 Unrealized +10.1%
GLW CORNING INC 0.0%
Value ($000) $567 Shares 10,779 Est. Cost $33.68 Unrealized +37.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $567 Shares 5,154 Est. Cost $84.01 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $564 Shares 1,128 Est. Cost $492.52 Unrealized -1.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $559 Shares 3,513 Est. Cost $130.35 Unrealized +11.3%
NVS NOVARTIS AG 0.0%
Value ($000) $556 Shares 4,593 Est. Cost $90.89 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $541 Shares 2,644 Est. Cost $177.49 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $535 Shares 4,926 Est. Cost $74.78 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $531 Shares 2,459 Est. Cost $175.75 Unrealized
DE DEERE & CO 0.0%
Value ($000) $526 Shares 1,035 Est. Cost $385.25 Unrealized +25.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $524 Shares 1,919 Est. Cost $157.69 Unrealized +58.0%
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $520 Shares 46,841 Est. Cost $10.08 Unrealized +14.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $519 Shares 6,119 Est. Cost $86.89 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $514 Shares 248,087 Est. Cost $2.04 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $508 Shares 5,573 Est. Cost $46.65 Unrealized +80.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $506 Shares 5,567 Est. Cost $90.56 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $496 Shares 18,499 Est. Cost $28.30 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $495 Shares 9,747 Est. Cost $50.88 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $492 Shares 5,196 Est. Cost $70.63 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $491 Shares 3,378 Est. Cost $116.17 Unrealized +27.0%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $491 Shares 5,763 Est. Cost $77.68 Unrealized
MET METLIFE INC 0.0%
Value ($000) $489 Shares 6,080 Est. Cost $65.10 Unrealized +16.5%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $488 Shares 8,239 Est. Cost $46.49 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $487 Shares 4,616 Est. Cost $77.30 Unrealized +34.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $485 Shares 7,722 Est. Cost $56.06 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $483 Shares 1,568 Est. Cost $212.21 Unrealized +37.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $481 Shares 17,389 Est. Cost $27.67 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $474 Shares 5,263 Est. Cost $84.01 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $469 Shares 4,562 Est. Cost $98.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $461 Shares 3,249 Est. Cost $139.11 Unrealized -21.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $450 Shares 1,888 Est. Cost $196.46 Unrealized +22.9%
IJR ISHARES TR 0.0%
Value ($000) $441 Shares 4,034 Est. Cost $105.97 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $440 Shares 14,333 Est. Cost $30.97 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $439 Shares 3,292 Est. Cost $84.76 Unrealized +34.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $435 Shares 7,759 Est. Cost $48.26 Unrealized +13.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $432 Shares 1,340 Est. Cost $263.84 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $417 Shares 12,768 Est. Cost $29.73 Unrealized +0.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $417 Shares 787 Est. Cost $191.56 Unrealized +117.1%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $416 Shares 2,642 Est. Cost $91.55 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $410 Shares 7,772 Est. Cost $50.01 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $407 Shares 5,847 Est. Cost $64.66 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $407 Shares 4,343 Est. Cost $59.18 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $398 Shares 7,331 Est. Cost $54.34 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $397 Shares 3,130 Est. Cost $79.62 Unrealized +26.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $396 Shares 8,560 Est. Cost $61.25 Unrealized -22.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $396 Shares 21,831 Est. Cost $18.91 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $396 Shares 1,000 Est. Cost $281.08 Unrealized +32.2%
O REALTY INCOME CORP 0.0%
Value ($000) $393 Shares 6,827 Est. Cost $49.74 Unrealized +9.5%
ARKK ARK ETF TR 0.0%
Value ($000) $390 Shares 5,550 Est. Cost $50.02 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $390 Shares 2,347 Est. Cost $107.41 Unrealized +37.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $388 Shares 4,252 Est. Cost $73.16 Unrealized +13.7%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $384 Shares 2,878 Est. Cost $108.14 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $382 Shares 2,104 Est. Cost $165.18 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $377 Shares 16,497 Est. Cost $23.02 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $371 Shares 16,561 Est. Cost $26.73 Unrealized -22.5%
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $371 Shares 14,094 Est. Cost $26.77 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $367 Shares 3,331 Est. Cost $108.28 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $366 Shares 13,812 Est. Cost $20.43 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $366 Shares 2,187 Est. Cost $149.43 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $363 Shares 1,246 Est. Cost $265.35 Unrealized +2.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $362 Shares 5,774 Est. Cost $61.11 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $361 Shares 7,972 Est. Cost $43.78 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $360 Shares 2,807 Est. Cost $97.15 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $360 Shares 717 Est. Cost $321.59 Unrealized +43.3%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $359 Shares 7,743 Est. Cost $38.52 Unrealized 0.0%
REGL PROSHARES TR 0.0%
Value ($000) $359 Shares 4,399 Est. Cost $81.77 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $355 Shares 676 Est. Cost $764.82 Unrealized -27.3%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $354 Shares 10,277 Est. Cost $22.97 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $354 Shares 2,884 Est. Cost $50.82 Unrealized +99.4%
CMI CUMMINS INC 0.0%
Value ($000) $351 Shares 1,071 Est. Cost $277.71 Unrealized +10.1%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $350 Shares 8,195 Est. Cost $36.19 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $350 Shares 1,396 Est. Cost $220.60 Unrealized +2.9%
EIS ISHARES INC 0.0%
Value ($000) $348 Shares 3,667 Est. Cost $74.37 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $344 Shares 1,218 Est. Cost $257.26 Unrealized +4.2%
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $340 Shares 5,320 Est. Cost $57.58 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $338 Shares 12,439 Est. Cost $28.24 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $336 Shares 3,810 Est. Cost $95.06 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $334 Shares 6,377 Est. Cost $46.94 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $333 Shares 5,229 Est. Cost $64.84 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $333 Shares 6,120 Est. Cost $55.44 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $332 Shares 6,753 Est. Cost $54.48 Unrealized
SRE SEMPRA 0.0%
Value ($000) $319 Shares 4,214 Est. Cost $70.09 Unrealized +3.6%
IWB ISHARES TR 0.0%
Value ($000) $319 Shares 939 Est. Cost $271.12 Unrealized
EWI ISHARES INC 0.0%
Value ($000) $318 Shares 6,602 Est. Cost $35.85 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $317 Shares 4,407 Est. Cost $66.68 Unrealized +7.9%
SIL GLOBAL X FDS 0.0%
Value ($000) $315 Shares 6,546 Est. Cost $31.19 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $313 Shares 2,620 Est. Cost $117.06 Unrealized -4.3%
EWH ISHARES INC 0.0%
Value ($000) $310 Shares 15,626 Est. Cost $17.51 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $309 Shares 1,686 Est. Cost $112.89 Unrealized +39.5%
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $306 Shares 11,465 Est. Cost $27.46 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $305 Shares 1,087 Est. Cost $174.26 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $304 Shares 8,505 Est. Cost $32.24 Unrealized +5.2%
USIG ISHARES TR 0.0%
Value ($000) $303 Shares 5,888 Est. Cost $50.48 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $302 Shares 563 Est. Cost $495.76 Unrealized -3.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $301 Shares 4,467 Est. Cost $61.52 Unrealized +5.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $299 Shares 1,604 Est. Cost $130.44 Unrealized +27.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $297 Shares 1,617 Est. Cost $151.68 Unrealized +12.4%
CF CF INDS HLDGS INC 0.0%
Value ($000) $296 Shares 3,218 Est. Cost $94.09 Unrealized -10.8%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $295 Shares 3,034 Est. Cost $78.86 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $293 Shares 4,006 Est. Cost $75.72 Unrealized -9.1%
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $291 Shares 12,128 Est. Cost $23.12 Unrealized
EWQ ISHARES INC 0.0%
Value ($000) $290 Shares 6,781 Est. Cost $37.80 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $290 Shares 5,071 Est. Cost $57.11 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $289 Shares 885 Est. Cost $317.17 Unrealized -3.3%
IWX ISHARES TR 0.0%
Value ($000) $287 Shares 3,411 Est. Cost $82.18 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $285 Shares 2,075 Est. Cost $157.12 Unrealized -13.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $281 Shares 2,838 Est. Cost $72.63 Unrealized +31.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $280 Shares 3,623 Est. Cost $52.35 Unrealized +19.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $280 Shares 11,909 Est. Cost $18.06 Unrealized +14.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $279 Shares 12,683 Est. Cost $18.26 Unrealized +9.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $277 Shares 1,269 Est. Cost $150.49 Unrealized +28.1%
HYG ISHARES TR 0.0%
Value ($000) $277 Shares 3,436 Est. Cost $80.65 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $273 Shares 1,834 Est. Cost $125.08 Unrealized +12.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $271 Shares 3,328 Est. Cost $76.62 Unrealized -0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $267 Shares 5,160 Est. Cost $65.87 Unrealized -18.4%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $267 Shares 5,968 Est. Cost $45.48 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $266 Shares 2,191 Est. Cost $112.96 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $265 Shares 2,416 Est. Cost $107.22 Unrealized
RNEM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $264 Shares 4,788 Est. Cost $48.58 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $263 Shares 7,999 Est. Cost $27.29 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $262 Shares 2,126 Est. Cost $95.73 Unrealized -2.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $261 Shares 45 Est. Cost $5094.53 Unrealized 0.0%
EWP ISHARES INC 0.0%
Value ($000) $259 Shares 5,881 Est. Cost $44.03 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $257 Shares 6,078 Est. Cost $41.69 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $257 Shares 3,389 Est. Cost $68.68 Unrealized +3.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $255 Shares 5,181 Est. Cost $48.60 Unrealized -6.3%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $254 Shares 10,386 Est. Cost $26.51 Unrealized -10.2%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $254 Shares 10,343 Est. Cost $21.18 Unrealized
PTNQ PACER FDS TR 0.0%
Value ($000) $254 Shares 3,559 Est. Cost $71.37 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $252 Shares 3,656 Est. Cost $112.18 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $252 Shares 25,469 Est. Cost $10.78 Unrealized
DOW DOW INC 0.0%
Value ($000) $252 Shares 9,502 Est. Cost $42.94 Unrealized -35.3%
NOBL PROSHARES TR 0.0%
Value ($000) $250 Shares 2,480 Est. Cost $106.75 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $249 Shares 3,417 Est. Cost $64.88 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $248 Shares 238 Est. Cost $673.02 Unrealized +53.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $247 Shares 5,904 Est. Cost $41.73 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $242 Shares 989 Est. Cost $504.26 Unrealized -51.1%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $241 Shares 20,593 Est. Cost $9.23 Unrealized
CPNJ CALAMOS ETF TR 0.0%
Value ($000) $240 Shares 9,190 Est. Cost $24.47 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $240 Shares 4,734 Est. Cost $50.76 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $240 Shares 225,284 Est. Cost $83.64 Unrealized -43.1%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $239 Shares 1,751 Est. Cost $119.63 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $239 Shares 360 Est. Cost $663.34 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $231 Shares 7,214 Est. Cost $19.35 Unrealized +59.2%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $227 Shares 1,949 Est. Cost $135.52 Unrealized -14.9%
IVW ISHARES TR 0.0%
Value ($000) $224 Shares 2,034 Est. Cost $110.10 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $223 Shares 3,521 Est. Cost $56.97 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $221 Shares 1,646 Est. Cost $122.29 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $218 Shares 697 Est. Cost $236.14 Unrealized 0.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $216 Shares 108 Est. Cost $1839.75 Unrealized +1.9%
BWIN THE BALDWIN INSURANCE GRP IN 0.0%
Value ($000) $214 Shares 4,998 Est. Cost $40.57 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $213 Shares 2,109 Est. Cost $87.06 Unrealized 0.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $212 Shares 569 Est. Cost $367.43 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $212 Shares 604 Est. Cost $351.22 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $211 Shares 3,093 Est. Cost $57.07 Unrealized +18.8%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $209 Shares 1,054 Est. Cost $195.23 Unrealized 0.0%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $209 Shares 3,365 Est. Cost $57.92 Unrealized
BA BOEING CO 0.0%
Value ($000) $207 Shares 990 Est. Cost $188.88 Unrealized 0.0%
GLRY NORTHERN LTS FD TR IV 0.0%
Value ($000) $207 Shares 6,285 Est. Cost $32.94 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $205 Shares 4,953 Est. Cost $41.33 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $204 Shares 1,095 Est. Cost $179.81 Unrealized +6.9%
PTMC PACER FDS TR 0.0%
Value ($000) $204 Shares 5,856 Est. Cost $34.88 Unrealized
SAP SAP SE 0.0%
Value ($000) $203 Shares 668 Est. Cost $304.22 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $201 Shares 1,953 Est. Cost $89.13 Unrealized +10.0%
NYLI MACKAY DEFINEDTERM MUNI 0.0%
Value ($000) $179 Shares 12,127 Est. Cost $16.63 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $147 Shares 17,000 Est. Cost $8.22 Unrealized
EYPT EYEPOINT PHARMACEUTICALS INC 0.0%
Value ($000) $134 Shares 14,250 Est. Cost $8.29 Unrealized -16.7%
F FORD MTR CO 0.0%
Value ($000) $118 Shares 10,861 Est. Cost $9.26 Unrealized +6.6%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $9.63 Unrealized -2.2%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $101 Shares 10,715 Est. Cost $8.21 Unrealized 0.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $73 Shares 14,488 Est. Cost $4.91 Unrealized 0.0%
NEUP NEUPHORIA THERAPEUTICS INC 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $4.68 Unrealized +24.2%
THERATECHNOLOGIES INC 0.0%
Value ($000) $70 Shares 29,691 Est. Cost $1.40 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $42 Shares 20,000 Est. Cost $1.92 Unrealized 0.0%
ARDX ARDELYX INC 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $5.37 Unrealized -23.2%
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.33 Unrealized -0.4%
HURA TUHURA BIOSCIENCES INC 0.0%
Value ($000) $24 Shares 10,627 Est. Cost $5.32 Unrealized -36.5%