Procyon Advisors, LLC Diversified Active

CIK: 0001804329 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 19, 2023

Total Value ($000): $546,072 (100.0% shares, 0.0% debt)

Holdings (368)

VUG VANGUARD GROWTH ETF 5.6%
Value ($000) $30,310 Shares 142,225 Est. Cost $275.35 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 4.6%
Value ($000) $25,044 Shares 420,407 Est. Cost $59.57 Unrealized
AAPL APPLE INC COM 3.5%
Value ($000) $18,937 Shares 145,749 Est. Cost $112.94 Unrealized +24.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 2.6%
Value ($000) $14,317 Shares 132,306 Est. Cost $105.01 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $11,756 Shares 49,020 Est. Cost $195.65 Unrealized +19.6%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 2.0%
Value ($000) $11,067 Shares 112,188 Est. Cost $100.97 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.9%
Value ($000) $10,204 Shares 99,214 Est. Cost $98.05 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.8%
Value ($000) $10,048 Shares 482,403 Est. Cost $20.11 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 1.6%
Value ($000) $8,586 Shares 513,798 Est. Cost $17.91 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $7,345 Shares 23,253 Est. Cost $231.79 Unrealized +21.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $7,056 Shares 181,012 Est. Cost $40.60 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 1.3%
Value ($000) $7,051 Shares 224,047 Est. Cost $33.86 Unrealized
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $6,859 Shares 38,830 Est. Cost $133.78 Unrealized +17.4%
AMZN AMAZON COM INC COM 1.2%
Value ($000) $6,610 Shares 78,693 Est. Cost $119.22 Unrealized -17.1%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $6,609 Shares 49,285 Est. Cost $114.68 Unrealized +2.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 1.2%
Value ($000) $6,597 Shares 170,421 Est. Cost $40.09 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 1.2%
Value ($000) $6,565 Shares 100,059 Est. Cost $72.28 Unrealized
IWF iShares Russell 1000 Growth ETF 1.1%
Value ($000) $6,125 Shares 28,591 Est. Cost $201.56 Unrealized
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $6,003 Shares 33,443 Est. Cost $113.38 Unrealized +35.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 1.0%
Value ($000) $5,441 Shares 120,514 Est. Cost $44.64 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $5,396 Shares 10,177 Est. Cost $366.43 Unrealized +36.6%
USRT ISHARES CORE U.S. REIT ETF 1.0%
Value ($000) $5,296 Shares 107,099 Est. Cost $58.15 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $5,046 Shares 57,191 Est. Cost $105.54 Unrealized -10.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.9%
Value ($000) $4,838 Shares 20,253 Est. Cost $148.11 Unrealized +54.6%
ABBV ABBVIE INC COM 0.9%
Value ($000) $4,724 Shares 29,233 Est. Cost $89.34 Unrealized +53.6%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $4,701 Shares 12,293 Est. Cost $359.79 Unrealized
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $4,522 Shares 29,839 Est. Cost $120.24 Unrealized +7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $4,416 Shares 14,296 Est. Cost $267.40 Unrealized +11.1%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.8%
Value ($000) $4,311 Shares 45,739 Est. Cost $95.18 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $4,304 Shares 23,826 Est. Cost $126.60 Unrealized +27.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $4,302 Shares 144,895 Est. Cost $29.69 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.8%
Value ($000) $4,288 Shares 39,638 Est. Cost $108.18 Unrealized
CSCO CISCO SYS INC COM 0.8%
Value ($000) $4,263 Shares 89,475 Est. Cost $41.67 Unrealized -0.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $4,193 Shares 7,613 Est. Cost $494.08 Unrealized +6.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.7%
Value ($000) $3,605 Shares 46,505 Est. Cost $77.51 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $3,523 Shares 83,948 Est. Cost $47.13 Unrealized
WMT WALMART INC COM 0.6%
Value ($000) $3,176 Shares 22,397 Est. Cost $42.47 Unrealized +7.5%
CSX CSX CORP COM 0.6%
Value ($000) $3,059 Shares 98,732 Est. Cost $29.53 Unrealized -2.7%
PIMCO HIGH INCOME FD COM SHS 0.6%
Value ($000) $3,028 Shares 640,204 Est. Cost $5.13 Unrealized
DE DEERE & CO COM 0.5%
Value ($000) $2,984 Shares 6,961 Est. Cost $324.47 Unrealized +19.8%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.5%
Value ($000) $2,850 Shares 126,886 Est. Cost $21.69 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.5%
Value ($000) $2,790 Shares 104,564 Est. Cost $36.99 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $2,786 Shares 28,721 Est. Cost $104.13 Unrealized
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $2,771 Shares 83,680 Est. Cost $31.28 Unrealized +1.4%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $2,751 Shares 11,482 Est. Cost $165.86 Unrealized +24.6%
V VISA INC COM CL A 0.5%
Value ($000) $2,715 Shares 13,066 Est. Cost $188.18 Unrealized +4.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.5%
Value ($000) $2,697 Shares 17,787 Est. Cost $154.08 Unrealized
FDX FEDEX CORP COM 0.5%
Value ($000) $2,694 Shares 15,556 Est. Cost $177.78 Unrealized -12.8%
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $2,673 Shares 6,957 Est. Cost $370.92 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $2,627 Shares 42,616 Est. Cost $64.68 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $2,589 Shares 13,539 Est. Cost $193.98 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.5%
Value ($000) $2,553 Shares 41,207 Est. Cost $87.26 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $2,511 Shares 24,125 Est. Cost $81.67 Unrealized +11.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $2,360 Shares 22,919 Est. Cost $82.26 Unrealized +3.1%
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $2,354 Shares 12,825 Est. Cost $171.07 Unrealized
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $2,306 Shares 5,051 Est. Cost $339.49 Unrealized +38.1%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $2,139 Shares 8,117 Est. Cost $194.89 Unrealized +25.8%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $2,127 Shares 29,869 Est. Cost $135.92 Unrealized -41.3%
INTC INTEL CORP COM 0.4%
Value ($000) $2,124 Shares 80,365 Est. Cost $41.51 Unrealized -35.8%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $2,107 Shares 12,122 Est. Cost $146.49 Unrealized +1.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,092 Shares 29,677 Est. Cost $70.65 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $2,023 Shares 61,474 Est. Cost $25.86 Unrealized +9.2%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,970 Shares 17,863 Est. Cost $49.90 Unrealized +93.0%
GPN GLOBAL PMTS INC COM 0.4%
Value ($000) $1,962 Shares 19,753 Est. Cost $144.36 Unrealized -30.0%
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $1,929 Shares 18,124 Est. Cost $122.93 Unrealized
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $1,900 Shares 22,343 Est. Cost $65.11 Unrealized +18.0%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,862 Shares 7,090 Est. Cost $201.72 Unrealized +20.3%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.3%
Value ($000) $1,836 Shares 65,142 Est. Cost $39.26 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $1,836 Shares 17,403 Est. Cost $113.02 Unrealized
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $1,833 Shares 18,426 Est. Cost $86.92 Unrealized -0.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,831 Shares 9,191 Est. Cost $161.47 Unrealized +16.5%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,831 Shares 46,474 Est. Cost $40.41 Unrealized -23.9%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,800 Shares 5,177 Est. Cost $300.21 Unrealized +7.7%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,745 Shares 15,724 Est. Cost $69.37 Unrealized +33.8%
BOND PIMCO ACTIVE BOND ETF 0.3%
Value ($000) $1,689 Shares 18,667 Est. Cost $104.48 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $1,680 Shares 9,989 Est. Cost $163.27 Unrealized -7.5%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $1,637 Shares 27,988 Est. Cost $91.43 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,609 Shares 15,900 Est. Cost $72.12 Unrealized +12.7%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,592 Shares 18,323 Est. Cost $136.32 Unrealized -31.4%
NUE NUCOR CORP COM 0.3%
Value ($000) $1,557 Shares 11,813 Est. Cost $126.60 Unrealized +2.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $1,536 Shares 26,535 Est. Cost $68.03 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.3%
Value ($000) $1,521 Shares 49,078 Est. Cost $28.37 Unrealized -2.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,505 Shares 16,960 Est. Cost $104.19 Unrealized -9.1%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,501 Shares 15,133 Est. Cost $89.65 Unrealized -2.3%
SCHH SCHWAB U.S. REIT ETF 0.3%
Value ($000) $1,480 Shares 76,742 Est. Cost $20.42 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $1,470 Shares 9,860 Est. Cost $123.49 Unrealized +14.1%
PFE PFIZER INC COM 0.3%
Value ($000) $1,451 Shares 28,314 Est. Cost $31.57 Unrealized +27.3%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,434 Shares 41,011 Est. Cost $39.59 Unrealized -24.1%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $1,432 Shares 9,872 Est. Cost $131.19 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $1,424 Shares 4,147 Est. Cost $263.74 Unrealized +21.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $1,409 Shares 5,278 Est. Cost $258.42 Unrealized +2.2%
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $1,383 Shares 16,768 Est. Cost $82.48 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $1,379 Shares 16,059 Est. Cost $57.17 Unrealized +23.8%
VXF VANGUARD EXTENDED MARKET ETF 0.3%
Value ($000) $1,368 Shares 10,299 Est. Cost $144.86 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $1,360 Shares 19,048 Est. Cost $53.66 Unrealized +11.1%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,357 Shares 3,863 Est. Cost $367.64 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $1,357 Shares 27,238 Est. Cost $52.42 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,342 Shares 11,150 Est. Cost $235.56 Unrealized -50.5%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.2%
Value ($000) $1,312 Shares 25,545 Est. Cost $51.38 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $1,297 Shares 19,229 Est. Cost $60.13 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $1,279 Shares 12,471 Est. Cost $104.53 Unrealized -8.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,277 Shares 5,961 Est. Cost $180.40 Unrealized -0.9%
WCBR WISDOMTREE CYBERSECURITY FUND 0.2%
Value ($000) $1,237 Shares 81,232 Est. Cost $17.67 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $1,235 Shares 15,220 Est. Cost $85.76 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.2%
Value ($000) $1,230 Shares 13,886 Est. Cost $63.19 Unrealized +36.8%
CCI CROWN CASTLE INC COM 0.2%
Value ($000) $1,216 Shares 8,964 Est. Cost $146.77 Unrealized -22.6%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,205 Shares 15,510 Est. Cost $87.48 Unrealized -16.0%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $1,202 Shares 7,087 Est. Cost $151.27 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $1,149 Shares 6,031 Est. Cost $200.03 Unrealized -18.2%
CRM SALESFORCE INC COM 0.2%
Value ($000) $1,144 Shares 8,628 Est. Cost $178.86 Unrealized -19.4%
WRB BERKLEY W R CORP COM 0.2%
Value ($000) $1,134 Shares 15,625 Est. Cost $30.39 Unrealized +46.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,110 Shares 13,274 Est. Cost $68.26 Unrealized +8.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.2%
Value ($000) $1,102 Shares 27,560 Est. Cost $38.40 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,101 Shares 16,772 Est. Cost $70.80 Unrealized
T AT&T INC COM 0.2%
Value ($000) $1,076 Shares 58,462 Est. Cost $16.42 Unrealized -8.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,073 Shares 3,480 Est. Cost $222.74 Unrealized +16.5%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $1,070 Shares 6,777 Est. Cost $137.59 Unrealized +1.2%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $1,061 Shares 7,263 Est. Cost $19.19 Unrealized -23.7%
AVGO BROADCOM INC COM 0.2%
Value ($000) $1,053 Shares 1,884 Est. Cost $46.30 Unrealized +2.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,047 Shares 6,006 Est. Cost $195.05 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,030 Shares 3,062 Est. Cost $401.28 Unrealized -20.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $1,030 Shares 10,202 Est. Cost $77.34 Unrealized +13.3%
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $1,028 Shares 47,236 Est. Cost $24.77 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $1,013 Shares 8,588 Est. Cost $52.17 Unrealized +109.7%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,004 Shares 10,447 Est. Cost $82.78 Unrealized +2.1%
ENB ENBRIDGE INC COM 0.2%
Value ($000) $992 Shares 25,366 Est. Cost $30.23 Unrealized +5.3%
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $991 Shares 21,430 Est. Cost $44.29 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.2%
Value ($000) $979 Shares 15,767 Est. Cost $50.14 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $961 Shares 4,563 Est. Cost $202.74 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $958 Shares 15,621 Est. Cost $60.82 Unrealized -11.8%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $950 Shares 14,248 Est. Cost $54.12 Unrealized +7.2%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $942 Shares 6,942 Est. Cost $113.42 Unrealized -0.6%
LW LAMB WESTON HLDGS INC COM 0.2%
Value ($000) $935 Shares 10,463 Est. Cost $57.67 Unrealized +39.4%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $907 Shares 4,033 Est. Cost $30.41 Unrealized +32.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $901 Shares 10,304 Est. Cost $45.85 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $898 Shares 8,177 Est. Cost $91.60 Unrealized +6.6%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $895 Shares 3,363 Est. Cost $309.92 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $895 Shares 20,793 Est. Cost $41.78 Unrealized -11.3%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $836 Shares 5,327 Est. Cost $146.94 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.2%
Value ($000) $826 Shares 18,163 Est. Cost $47.43 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $822 Shares 3,313 Est. Cost $216.13 Unrealized +5.9%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $819 Shares 1,684 Est. Cost $394.78 Unrealized +8.0%
VTHR VANGUARD RUSSELL 3000 ETF 0.1%
Value ($000) $811 Shares 4,720 Est. Cost $171.75 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $811 Shares 6,580 Est. Cost $241.28 Unrealized -21.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $800 Shares 24,823 Est. Cost $33.37 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $792 Shares 2,985 Est. Cost $204.52 Unrealized +11.5%
BLACKROCK INC COM 0.1%
Value ($000) $786 Shares 1,109 Est. Cost $634.79 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $780 Shares 2,702 Est. Cost $273.26 Unrealized +11.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $775 Shares 20,441 Est. Cost $44.98 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $766 Shares 2,094 Est. Cost $198.68 Unrealized +74.0%
PIONEER NAT RES CO COM 0.1%
Value ($000) $765 Shares 3,352 Est. Cost $217.19 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $762 Shares 10,585 Est. Cost $52.31 Unrealized +24.7%
KEY KEYCORP COM 0.1%
Value ($000) $753 Shares 43,234 Est. Cost $16.27 Unrealized -9.1%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $752 Shares 53,315 Est. Cost $14.10 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $749 Shares 1,868 Est. Cost $339.20 Unrealized +21.7%
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $747 Shares 10,798 Est. Cost $57.43 Unrealized +16.0%
MTB M & T BK CORP COM 0.1%
Value ($000) $745 Shares 5,136 Est. Cost $150.37 Unrealized -1.7%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $732 Shares 3,159 Est. Cost $201.02 Unrealized +12.5%
BCE BCE INC COM NEW 0.1%
Value ($000) $731 Shares 16,627 Est. Cost $35.82 Unrealized -1.2%
LKQ LKQ CORP COM 0.1%
Value ($000) $713 Shares 13,347 Est. Cost $46.02 Unrealized +5.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $708 Shares 6,441 Est. Cost $116.88 Unrealized -6.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $708 Shares 1,599 Est. Cost $380.72 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $704 Shares 3,324 Est. Cost $222.20 Unrealized -16.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $701 Shares 4,997 Est. Cost $127.85 Unrealized -0.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $691 Shares 1,645 Est. Cost $344.97 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $685 Shares 7,217 Est. Cost $73.80 Unrealized +9.6%
USLM UNITED STS LIME & MINERALS INC COM 0.1%
Value ($000) $684 Shares 4,858 Est. Cost $22.66 Unrealized +13.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $677 Shares 7,156 Est. Cost $87.25 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $671 Shares 10,555 Est. Cost $46.63 Unrealized +17.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $659 Shares 4,201 Est. Cost $153.18 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $657 Shares 13,056 Est. Cost $46.86 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $651 Shares 22,277 Est. Cost $24.47 Unrealized +0.7%
PPG PPG INDS INC COM 0.1%
Value ($000) $650 Shares 5,173 Est. Cost $127.08 Unrealized -9.9%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.1%
Value ($000) $645 Shares 35,427 Est. Cost $18.22 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $641 Shares 3,724 Est. Cost $136.69 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $633 Shares 44,861 Est. Cost $12.24 Unrealized +2.1%
DIREXION DAILY S&P 500 HIGH BETA BEAR 3X SHARES 0.1%
Value ($000) $631 Shares 82,650 Est. Cost $9.98 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $615 Shares 3,716 Est. Cost $123.24 Unrealized +26.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $615 Shares 14,094 Est. Cost $44.33 Unrealized -17.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $599 Shares 8,334 Est. Cost $82.14 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $598 Shares 19,592 Est. Cost $38.30 Unrealized
ARMK ARAMARK COM 0.1%
Value ($000) $590 Shares 14,271 Est. Cost $27.21 Unrealized -2.5%
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $587 Shares 18,463 Est. Cost $32.82 Unrealized +11.2%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $587 Shares 1,251 Est. Cost $286.52 Unrealized +50.5%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $587 Shares 1,884 Est. Cost $244.77 Unrealized +19.2%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $571 Shares 1,963 Est. Cost $279.07 Unrealized -1.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $564 Shares 4,019 Est. Cost $142.03 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value ($000) $563 Shares 9,341 Est. Cost $65.69 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $559 Shares 2,287 Est. Cost $219.76 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $553 Shares 656 Est. Cost $45.71 Unrealized +17.6%
MKL MARKEL CORP COM 0.1%
Value ($000) $553 Shares 420 Est. Cost $1169.10 Unrealized +5.8%
CSL CARLISLE COS INC COM 0.1%
Value ($000) $542 Shares 2,298 Est. Cost $138.30 Unrealized +79.2%
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value ($000) $540 Shares 10,684 Est. Cost $50.55 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $536 Shares 5,621 Est. Cost $74.95 Unrealized +9.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $533 Shares 5,250 Est. Cost $44.17 Unrealized +9.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $531 Shares 10,598 Est. Cost $50.14 Unrealized
TTC TORO CO COM 0.1%
Value ($000) $530 Shares 4,682 Est. Cost $98.74 Unrealized +7.3%
WPC WP CAREY INC COM 0.1%
Value ($000) $525 Shares 6,718 Est. Cost $81.18 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $524 Shares 3,702 Est. Cost $188.75 Unrealized -24.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $517 Shares 6,878 Est. Cost $78.19 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.1%
Value ($000) $517 Shares 23,176 Est. Cost $26.13 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $514 Shares 3,239 Est. Cost $143.02 Unrealized
EPAM EPAM SYS INC COM 0.1%
Value ($000) $514 Shares 1,569 Est. Cost $465.17 Unrealized -26.9%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.1%
Value ($000) $508 Shares 24,164 Est. Cost $19.75 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $506 Shares 2,055 Est. Cost $190.43 Unrealized +22.4%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $505 Shares 6,163 Est. Cost $67.54 Unrealized +20.9%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $505 Shares 2,292 Est. Cost $197.50 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $501 Shares 12,563 Est. Cost $39.04 Unrealized -5.7%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $495 Shares 5,977 Est. Cost $78.72 Unrealized -4.9%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.1%
Value ($000) $492 Shares 4,034 Est. Cost $137.56 Unrealized -11.5%
AMG AFFILIATED MANAGERS GROUP INC COM 0.1%
Value ($000) $490 Shares 3,094 Est. Cost $101.83 Unrealized +38.8%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $490 Shares 1,925 Est. Cost $225.21 Unrealized -0.9%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $488 Shares 8,561 Est. Cost $48.89 Unrealized +17.2%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $483 Shares 4,818 Est. Cost $120.69 Unrealized -24.4%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $482 Shares 1,554 Est. Cost $291.56 Unrealized +8.5%
WEX WEX INC COM 0.1%
Value ($000) $480 Shares 2,931 Est. Cost $187.81 Unrealized -17.1%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $478 Shares 10,008 Est. Cost $45.27 Unrealized 0.0%
VMWARE INC CL A COM 0.1%
Value ($000) $473 Shares 3,857 Est. Cost $131.01 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $473 Shares 1,918 Est. Cost $220.43 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $472 Shares 2,859 Est. Cost $138.59 Unrealized +9.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $464 Shares 13,571 Est. Cost $34.18 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $462 Shares 9,890 Est. Cost $52.06 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $461 Shares 5,787 Est. Cost $64.73 Unrealized +9.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $454 Shares 44,870 Est. Cost $16.61 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $451 Shares 19,864 Est. Cost $25.34 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $450 Shares 3,896 Est. Cost $106.57 Unrealized 0.0%
RPM RPM INTL INC COM 0.1%
Value ($000) $450 Shares 4,615 Est. Cost $77.12 Unrealized +25.7%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $447 Shares 9,969 Est. Cost $69.78 Unrealized -27.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $445 Shares 5,252 Est. Cost $79.87 Unrealized
SYNOVUS FINL CORP COM NEW 0.1%
Value ($000) $444 Shares 11,821 Est. Cost $45.57 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $444 Shares 1,505 Est. Cost $42.55 Unrealized -34.1%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $442 Shares 18,685 Est. Cost $26.48 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $441 Shares 11,799 Est. Cost $47.74 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $439 Shares 18,603 Est. Cost $23.59 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $437 Shares 3,375 Est. Cost $100.44 Unrealized +17.3%
O REALTY INCOME CORP COM 0.1%
Value ($000) $437 Shares 6,888 Est. Cost $56.14 Unrealized -7.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $433 Shares 1,683 Est. Cost $237.86 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $428 Shares 1,714 Est. Cost $273.35 Unrealized -21.2%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $427 Shares 4,081 Est. Cost $79.17 Unrealized +23.4%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $426 Shares 5,079 Est. Cost $60.89 Unrealized +19.8%
CADE CADENCE BANK COM 0.1%
Value ($000) $412 Shares 16,714 Est. Cost $26.11 Unrealized -8.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $411 Shares 1,985 Est. Cost $190.19 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $411 Shares 7,105 Est. Cost $59.25 Unrealized
BILL BILL COM HLDGS INC COM 0.1%
Value ($000) $402 Shares 3,688 Est. Cost $120.06 Unrealized 0.0%
CDW CDW CORP COM 0.1%
Value ($000) $402 Shares 2,250 Est. Cost $168.86 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $401 Shares 10,357 Est. Cost $27.48 Unrealized +12.7%
OUNZ VANECK MERK GOLD TRUST 0.1%
Value ($000) $397 Shares 22,445 Est. Cost $17.79 Unrealized
NVST ENVISTA HOLDINGS CORPORATION COM 0.1%
Value ($000) $396 Shares 11,760 Est. Cost $24.53 Unrealized +39.4%
CACI CACI INTL INC CL A 0.1%
Value ($000) $395 Shares 1,315 Est. Cost $242.33 Unrealized +20.3%
MADISON COVERED CALL & EQUITY COM 0.1%
Value ($000) $393 Shares 50,673 Est. Cost $7.33 Unrealized
LSTR LANDSTAR SYS INC COM 0.1%
Value ($000) $390 Shares 2,395 Est. Cost $131.72 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.1%
Value ($000) $388 Shares 7,305 Est. Cost $53.14 Unrealized
GDDY GODADDY INC CL A 0.1%
Value ($000) $388 Shares 5,188 Est. Cost $73.83 Unrealized +1.6%
SEIC SEI INVTS CO COM 0.1%
Value ($000) $388 Shares 6,650 Est. Cost $56.99 Unrealized -5.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $379 Shares 1,891 Est. Cost $223.78 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $378 Shares 9,327 Est. Cost $39.36 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $377 Shares 2,163 Est. Cost $119.22 Unrealized +41.9%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $367 Shares 9,935 Est. Cost $36.93 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $366 Shares 559 Est. Cost $635.16 Unrealized -8.8%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $365 Shares 712 Est. Cost $484.45 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $362 Shares 3,830 Est. Cost $85.76 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $362 Shares 4,354 Est. Cost $66.35 Unrealized 0.0%
CMI CUMMINS INC COM 0.1%
Value ($000) $361 Shares 1,492 Est. Cost $220.78 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $361 Shares 3,531 Est. Cost $137.52 Unrealized -31.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $355 Shares 1,250 Est. Cost $231.05 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $345 Shares 632 Est. Cost $495.16 Unrealized 0.0%
BERRY GLOBAL GROUP INC COM 0.1%
Value ($000) $345 Shares 5,702 Est. Cost $62.73 Unrealized
NDSN NORDSON CORP COM 0.1%
Value ($000) $344 Shares 1,448 Est. Cost $165.65 Unrealized +32.4%
LINDE PLC SHS 0.1%
Value ($000) $343 Shares 1,052 Est. Cost $305.23 Unrealized
ATR APTARGROUP INC COM 0.1%
Value ($000) $336 Shares 3,057 Est. Cost $105.01 Unrealized -6.2%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $335 Shares 7,214 Est. Cost $29.05 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $334 Shares 2,855 Est. Cost $95.30 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.1%
Value ($000) $329 Shares 8,125 Est. Cost $44.02 Unrealized -13.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $329 Shares 2,503 Est. Cost $135.84 Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.1%
Value ($000) $327 Shares 14,668 Est. Cost $30.09 Unrealized -24.9%
DLB DOLBY LABORATORIES INC COM CL A 0.1%
Value ($000) $327 Shares 4,640 Est. Cost $86.50 Unrealized -24.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value ($000) $324 Shares 3,849 Est. Cost $110.72 Unrealized -21.4%
ENVESTNET INC COM 0.1%
Value ($000) $324 Shares 5,246 Est. Cost $77.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $323 Shares 2,189 Est. Cost $121.94 Unrealized +16.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $323 Shares 1,361 Est. Cost $253.15 Unrealized -11.2%
BUNGE LIMITED COM 0.1%
Value ($000) $316 Shares 3,169 Est. Cost $99.76 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $315 Shares 6,901 Est. Cost $34.47 Unrealized +1.6%
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.1%
Value ($000) $315 Shares 4,435 Est. Cost $73.87 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $315 Shares 1,687 Est. Cost $245.05 Unrealized -18.1%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $315 Shares 1,681 Est. Cost $124.08 Unrealized +36.5%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $314 Shares 4,037 Est. Cost $77.68 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.1%
Value ($000) $313 Shares 2,783 Est. Cost $88.98 Unrealized +30.2%
SIRIUS XM HOLDINGS INC COM 0.1%
Value ($000) $311 Shares 53,208 Est. Cost $7.14 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $310 Shares 6,262 Est. Cost $49.85 Unrealized
AMCOR PLC ORD 0.1%
Value ($000) $307 Shares 25,804 Est. Cost $10.60 Unrealized -3.6%
MMM 3M CO COM 0.1%
Value ($000) $305 Shares 2,541 Est. Cost $90.68 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $302 Shares 8,706 Est. Cost $34.03 Unrealized +0.4%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.1%
Value ($000) $300 Shares 4,945 Est. Cost $60.61 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $298 Shares 5,067 Est. Cost $44.08 Unrealized +29.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $296 Shares 3,179 Est. Cost $81.31 Unrealized +5.7%
XYZ BLOCK INC CL A 0.1%
Value ($000) $294 Shares 4,679 Est. Cost $112.88 Unrealized -45.3%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.1%
Value ($000) $294 Shares 16,397 Est. Cost $17.93 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $293 Shares 4,319 Est. Cost $51.08 Unrealized
LII LENNOX INTL INC COM 0.1%
Value ($000) $291 Shares 1,218 Est. Cost $228.66 Unrealized +3.4%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.1%
Value ($000) $288 Shares 4,911 Est. Cost $102.27 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $286 Shares 3,084 Est. Cost $83.64 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $285 Shares 2,058 Est. Cost $145.51 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.1%
Value ($000) $284 Shares 3,247 Est. Cost $76.46 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.1%
Value ($000) $283 Shares 1,396 Est. Cost $159.68 Unrealized 0.0%
IEX IDEX CORP COM 0.1%
Value ($000) $283 Shares 1,238 Est. Cost $150.29 Unrealized +42.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $279 Shares 3,699 Est. Cost $75.54 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $273 Shares 4,659 Est. Cost $58.61 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $273 Shares 4,239 Est. Cost $66.28 Unrealized +0.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $270 Shares 6,853 Est. Cost $36.09 Unrealized 0.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $269 Shares 2,627 Est. Cost $112.35 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $269 Shares 1,978 Est. Cost $135.86 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value ($000) $269 Shares 7,471 Est. Cost $33.68 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $262 Shares 1,235 Est. Cost $199.79 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $260 Shares 2,159 Est. Cost $120.82 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $260 Shares 1,202 Est. Cost $193.36 Unrealized +17.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $260 Shares 3,302 Est. Cost $69.73 Unrealized 0.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $255 Shares 6,879 Est. Cost $39.45 Unrealized -8.4%
SPLUNK INC COM 0.0%
Value ($000) $254 Shares 2,947 Est. Cost $86.09 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $247 Shares 3,316 Est. Cost $74.49 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $246 Shares 3,938 Est. Cost $71.87 Unrealized -1.9%
NATR NATURES SUNSHINE PRODS INC COM 0.0%
Value ($000) $243 Shares 29,260 Est. Cost $16.96 Unrealized -50.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $243 Shares 445 Est. Cost $546.40 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $243 Shares 2,926 Est. Cost $79.29 Unrealized
BLACK KNIGHT INC COM 0.0%
Value ($000) $238 Shares 3,862 Est. Cost $76.70 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $237 Shares 1,076 Est. Cost $199.93 Unrealized 0.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $235 Shares 1,046 Est. Cost $203.40 Unrealized +10.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $234 Shares 4,937 Est. Cost $62.69 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $234 Shares 1,466 Est. Cost $128.38 Unrealized +24.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $233 Shares 2,850 Est. Cost $73.20 Unrealized 0.0%
LPG DORIAN LPG LTD SHS USD 0.0%
Value ($000) $233 Shares 12,282 Est. Cost $17.91 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $233 Shares 1,735 Est. Cost $134.59 Unrealized 0.0%
IAA INC COM 0.0%
Value ($000) $230 Shares 5,762 Est. Cost $40.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $228 Shares 1,622 Est. Cost $113.44 Unrealized +8.5%
IT GARTNER INC COM 0.0%
Value ($000) $227 Shares 675 Est. Cost $158.09 Unrealized +104.1%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $227 Shares 1,974 Est. Cost $114.80 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $226 Shares 3,141 Est. Cost $62.49 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $225 Shares 1,113 Est. Cost $207.24 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $221 Shares 2,664 Est. Cost $78.25 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $221 Shares 2,093 Est. Cost $130.20 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $219 Shares 2,029 Est. Cost $108.07 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $218 Shares 2,242 Est. Cost $93.28 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $215 Shares 3,654 Est. Cost $61.14 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $213 Shares 2,831 Est. Cost $133.90 Unrealized -48.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $212 Shares 6,797 Est. Cost $89.80 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $212 Shares 4,198 Est. Cost $40.52 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $211 Shares 2,150 Est. Cost $98.21 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $211 Shares 5,681 Est. Cost $53.83 Unrealized -27.6%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $204 Shares 4,029 Est. Cost $55.68 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $202 Shares 520 Est. Cost $481.95 Unrealized -19.3%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $202 Shares 24,558 Est. Cost $8.24 Unrealized
UMPQUA HLDGS CORP COM 0.0%
Value ($000) $196 Shares 10,968 Est. Cost $18.47 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $192 Shares 77,902 Est. Cost $8.45 Unrealized -57.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $191 Shares 10,555 Est. Cost $15.18 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $133 Shares 14,013 Est. Cost $18.42 Unrealized -38.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $125 Shares 10,756 Est. Cost $10.07 Unrealized 0.0%
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $80 Shares 12,803 Est. Cost $8.75 Unrealized
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $74 Shares 14,320 Est. Cost $5.18 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $70 Shares 17,770 Est. Cost $4.85 Unrealized
FUBO FUBOTV INC COM 0.0%
Value ($000) $53 Shares 30,673 Est. Cost $9.35 Unrealized -67.3%
HYPR HYPERFINE INC COM CL A 0.0%
Value ($000) $40 Shares 47,753 Est. Cost $4.13 Unrealized -78.1%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $29 Shares 10,537 Est. Cost $3.23 Unrealized
QSI QUANTUM SI INC COM CL A 0.0%
Value ($000) $25 Shares 13,671 Est. Cost $9.85 Unrealized -73.8%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $25 Shares 10,622 Est. Cost $3.10 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 14,018 Est. Cost $9.61 Unrealized -79.4%
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $10 Shares 12,650 Est. Cost $2.37 Unrealized
INUVO INC COM NEW 0.0%
Value ($000) $6 Shares 27,773 Est. Cost $0.76 Unrealized
AVAYA HLDGS CORP COM 0.0%
Value ($000) $4 Shares 21,110 Est. Cost $0.86 Unrealized
TERRAN ORBITAL CORPORATION WT EXP 032527 0.0%
Value ($000) $2 Shares 15,000 Est. Cost $0.37 Unrealized