Lifeworks Advisors, LLC Diversified Active

CIK: 0001882132 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $289,809 (100.0% shares, 0.0% debt)

Holdings (196)

VTIP VANGUARD MALVERN FDS 3.3%
Value ($000) $9,619 Shares 202,542 Est. Cost $47.37 Unrealized
GOVT ISHARES TR 3.2%
Value ($000) $9,143 Shares 396,831 Est. Cost $22.96 Unrealized
LQD ISHARES TR 2.8%
Value ($000) $8,241 Shares 74,468 Est. Cost $108.02 Unrealized
FHLC FIDELITY COVINGTON TRUST 2.7%
Value ($000) $7,742 Shares 119,680 Est. Cost $65.84 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.5%
Value ($000) $7,134 Shares 49,667 Est. Cost $127.60 Unrealized
OUNZ VANECK MERK GOLD TR 2.3%
Value ($000) $6,689 Shares 335,107 Est. Cost $17.61 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $6,506 Shares 131,796 Est. Cost $48.83 Unrealized
MBB ISHARES TR 2.1%
Value ($000) $5,968 Shares 63,435 Est. Cost $93.31 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $5,665 Shares 36,141 Est. Cost $147.88 Unrealized -2.9%
SPDW SPDR INDEX SHS FDS 1.9%
Value ($000) $5,426 Shares 159,548 Est. Cost $32.12 Unrealized
CPB CAMPBELL SOUP CO 1.7%
Value ($000) $4,969 Shares 114,937 Est. Cost $43.41 Unrealized -12.2%
GILD GILEAD SCIENCES INC 1.7%
Value ($000) $4,915 Shares 60,676 Est. Cost $59.99 Unrealized +20.3%
MRK MERCK & CO INC 1.6%
Value ($000) $4,707 Shares 43,175 Est. Cost $77.17 Unrealized +25.5%
OTIS OTIS WORLDWIDE CORP 1.6%
Value ($000) $4,648 Shares 51,952 Est. Cost $70.57 Unrealized +13.7%
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,509 Shares 11,992 Est. Cost $311.34 Unrealized +12.5%
AAPL APPLE INC 1.5%
Value ($000) $4,454 Shares 23,132 Est. Cost $154.40 Unrealized +18.4%
AMGN AMGEN INC 1.5%
Value ($000) $4,326 Shares 15,018 Est. Cost $203.21 Unrealized +25.5%
LLY ELI LILLY & CO 1.4%
Value ($000) $4,045 Shares 6,940 Est. Cost $249.58 Unrealized +130.4%
ABBV ABBVIE INC 1.4%
Value ($000) $3,985 Shares 25,713 Est. Cost $116.29 Unrealized +16.7%
REGN REGENERON PHARMACEUTICALS 1.3%
Value ($000) $3,789 Shares 4,314 Est. Cost $677.64 Unrealized +20.9%
PFE PFIZER INC 1.3%
Value ($000) $3,774 Shares 131,077 Est. Cost $36.66 Unrealized -28.0%
SPYM SPDR SER TR 1.3%
Value ($000) $3,727 Shares 66,681 Est. Cost $51.41 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 1.3%
Value ($000) $3,703 Shares 9,101 Est. Cost $351.33 Unrealized +5.1%
ORCL ORACLE CORP 1.3%
Value ($000) $3,626 Shares 34,389 Est. Cost $81.04 Unrealized +31.7%
BIIB BIOGEN INC 1.2%
Value ($000) $3,587 Shares 13,862 Est. Cost $277.51 Unrealized -11.5%
PCAR PACCAR INC 1.2%
Value ($000) $3,434 Shares 35,161 Est. Cost $58.91 Unrealized +38.8%
CSCO CISCO SYS INC 1.2%
Value ($000) $3,425 Shares 67,785 Est. Cost $47.31 Unrealized +1.4%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,288 Shares 23,534 Est. Cost $115.12 Unrealized +15.8%
IAU ISHARES GOLD TR 1.1%
Value ($000) $3,227 Shares 82,679 Est. Cost $36.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $3,014 Shares 18,426 Est. Cost $114.77 Unrealized +23.3%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $2,805 Shares 54,674 Est. Cost $58.52 Unrealized -19.7%
CTVA CORTEVA INC 1.0%
Value ($000) $2,767 Shares 57,752 Est. Cost $56.33 Unrealized -17.4%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $2,654 Shares 5,584 Est. Cost $21.50 Unrealized
ITW ILLINOIS TOOL WKS INC 0.8%
Value ($000) $2,376 Shares 9,072 Est. Cost $203.10 Unrealized +11.9%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,334 Shares 13,695 Est. Cost $160.75 Unrealized -9.5%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $2,285 Shares 7,297 Est. Cost $237.91 Unrealized +24.3%
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $2,225 Shares 19,790 Est. Cost $105.38 Unrealized -13.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.8%
Value ($000) $2,221 Shares 26,017 Est. Cost $68.61 Unrealized +2.9%
FIDU FIDELITY COVINGTON TRUST 0.8%
Value ($000) $2,205 Shares 36,014 Est. Cost $54.52 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2,204 Shares 1,975 Est. Cost $54.13 Unrealized +70.4%
SCHO SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,183 Shares 45,047 Est. Cost $50.50 Unrealized
SPYV SPDR SER TR 0.7%
Value ($000) $2,155 Shares 46,211 Est. Cost $41.63 Unrealized
JUNIPER NETWORKS INC 0.7%
Value ($000) $2,145 Shares 72,755 Est. Cost $33.16 Unrealized
GRMN GARMIN LTD 0.7%
Value ($000) $2,092 Shares 16,272 Est. Cost $108.33 Unrealized +3.1%
CMI CUMMINS INC 0.7%
Value ($000) $2,066 Shares 8,624 Est. Cost $206.01 Unrealized +5.2%
AMCOR PLC 0.7%
Value ($000) $1,980 Shares 205,387 Est. Cost $9.98 Unrealized -15.4%
ADI ANALOG DEVICES INC 0.7%
Value ($000) $1,955 Shares 9,847 Est. Cost $175.44 Unrealized -1.8%
DOW DOW INC 0.7%
Value ($000) $1,931 Shares 35,220 Est. Cost $42.10 Unrealized +6.1%
ETN EATON CORP PLC 0.6%
Value ($000) $1,847 Shares 7,671 Est. Cost $150.41 Unrealized +43.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,842 Shares 12,734 Est. Cost $137.25 Unrealized -13.8%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,778 Shares 6,014 Est. Cost $195.29 Unrealized +28.6%
HPQ HP INC 0.6%
Value ($000) $1,766 Shares 58,700 Est. Cost $28.63 Unrealized -10.0%
CE CELANESE CORP DEL 0.6%
Value ($000) $1,759 Shares 11,319 Est. Cost $128.08 Unrealized -0.6%
NTAP NETAPP INC 0.6%
Value ($000) $1,694 Shares 19,212 Est. Cost $74.66 Unrealized +3.2%
MUB ISHARES TR 0.6%
Value ($000) $1,660 Shares 15,313 Est. Cost $106.44 Unrealized
TE CONNECTIVITY LTD 0.6%
Value ($000) $1,656 Shares 11,786 Est. Cost $138.45 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.6%
Value ($000) $1,629 Shares 95,920 Est. Cost $13.12 Unrealized +17.0%
KLAC KLA CORP 0.5%
Value ($000) $1,584 Shares 2,724 Est. Cost $349.83 Unrealized +46.0%
TSLA TESLA INC 0.5%
Value ($000) $1,580 Shares 6,359 Est. Cost $240.37 Unrealized -1.1%
SPTS SPDR SER TR 0.5%
Value ($000) $1,569 Shares 54,004 Est. Cost $28.91 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,564 Shares 9,920 Est. Cost $45.99 Unrealized +12.3%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,552 Shares 26,610 Est. Cost $57.82 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,547 Shares 15,589 Est. Cost $99.73 Unrealized
BITO PROSHARES TR 0.5%
Value ($000) $1,536 Shares 74,945 Est. Cost $16.73 Unrealized
GLW CORNING INC 0.5%
Value ($000) $1,509 Shares 49,540 Est. Cost $29.39 Unrealized -7.7%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $1,486 Shares 6,469 Est. Cost $171.64 Unrealized +12.8%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $1,480 Shares 15,562 Est. Cost $74.49 Unrealized +7.2%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,430 Shares 48,922 Est. Cost $25.62 Unrealized
EBAY EBAY INC. 0.5%
Value ($000) $1,414 Shares 32,411 Est. Cost $53.65 Unrealized -25.8%
SPAB SPDR SER TR 0.5%
Value ($000) $1,386 Shares 54,067 Est. Cost $25.80 Unrealized
DE DEERE & CO 0.5%
Value ($000) $1,377 Shares 3,443 Est. Cost $347.77 Unrealized +5.0%
HD HOME DEPOT INC 0.5%
Value ($000) $1,355 Shares 3,910 Est. Cost $309.06 Unrealized -5.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,354 Shares 8,357 Est. Cost $124.40 Unrealized +15.9%
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,215 Shares 27,231 Est. Cost $43.74 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,190 Shares 2,907 Est. Cost $330.11 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,139 Shares 25,572 Est. Cost $43.31 Unrealized
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,139 Shares 15,483 Est. Cost $70.84 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $1,122 Shares 17,238 Est. Cost $61.37 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,079 Shares 13,665 Est. Cost $73.82 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,065 Shares 6,269 Est. Cost $148.39 Unrealized +3.6%
LAM RESEARCH CORP 0.4%
Value ($000) $1,050 Shares 1,340 Est. Cost $783.33 Unrealized
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $981 Shares 11,742 Est. Cost $78.58 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $979 Shares 11,677 Est. Cost $88.15 Unrealized
SPTI SPDR SER TR 0.3%
Value ($000) $967 Shares 33,872 Est. Cost $28.87 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $888 Shares 11,139 Est. Cost $70.92 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $874 Shares 23,174 Est. Cost $32.85 Unrealized -5.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $837 Shares 15,224 Est. Cost $53.56 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $829 Shares 4,131 Est. Cost $203.74 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $796 Shares 5,432 Est. Cost $134.50 Unrealized +4.5%
PFF ISHARES TR 0.3%
Value ($000) $747 Shares 23,965 Est. Cost $30.15 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $722 Shares 5,082 Est. Cost $121.46 Unrealized -2.5%
SHY ISHARES TR 0.2%
Value ($000) $718 Shares 8,752 Est. Cost $81.21 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $714 Shares 16,840 Est. Cost $39.19 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $704 Shares 4,636 Est. Cost $129.00 Unrealized +8.7%
META META PLATFORMS INC 0.2%
Value ($000) $703 Shares 1,986 Est. Cost $158.37 Unrealized +104.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $699 Shares 6,993 Est. Cost $59.08 Unrealized +65.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $697 Shares 15,886 Est. Cost $36.73 Unrealized +9.2%
SPMD SPDR SER TR 0.2%
Value ($000) $696 Shares 14,276 Est. Cost $43.94 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $677 Shares 1,026 Est. Cost $485.78 Unrealized +18.1%
KO COCA COLA CO 0.2%
Value ($000) $673 Shares 11,417 Est. Cost $49.76 Unrealized +7.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $652 Shares 3,478 Est. Cost $161.79 Unrealized -3.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $619 Shares 3,802 Est. Cost $127.72 Unrealized +16.5%
DVA DAVITA INC 0.2%
Value ($000) $595 Shares 5,683 Est. Cost $95.23 Unrealized -3.0%
XYLD GLOBAL X FDS 0.2%
Value ($000) $586 Shares 14,851 Est. Cost $38.89 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $585 Shares 27,657 Est. Cost $19.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $568 Shares 1,079 Est. Cost $429.84 Unrealized +19.0%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $561 Shares 6,169 Est. Cost $83.89 Unrealized -1.0%
EFA ISHARES TR 0.2%
Value ($000) $555 Shares 7,365 Est. Cost $78.29 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.2%
Value ($000) $554 Shares 37,284 Est. Cost $14.07 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $554 Shares 5,601 Est. Cost $98.88 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $548 Shares 1,107 Est. Cost $30.72 Unrealized +50.8%
SPSB SPDR SER TR 0.2%
Value ($000) $544 Shares 18,253 Est. Cost $29.48 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $536 Shares 3,886 Est. Cost $127.98 Unrealized -1.3%
INTC INTEL CORP 0.2%
Value ($000) $517 Shares 10,286 Est. Cost $42.16 Unrealized -5.0%
BA BOEING CO 0.2%
Value ($000) $512 Shares 1,965 Est. Cost $200.75 Unrealized +6.5%
KELLANOVA 0.2%
Value ($000) $503 Shares 8,988 Est. Cost $56.75 Unrealized -14.0%
QYLD GLOBAL X FDS 0.2%
Value ($000) $502 Shares 28,977 Est. Cost $16.77 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $492 Shares 5,453 Est. Cost $144.22 Unrealized -40.2%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $480 Shares 2,519 Est. Cost $145.00 Unrealized +14.9%
TLH ISHARES TR 0.2%
Value ($000) $467 Shares 4,316 Est. Cost $114.54 Unrealized
TAXF AMERICAN CENTY ETF TR 0.2%
Value ($000) $460 Shares 9,024 Est. Cost $50.35 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $460 Shares 3,784 Est. Cost $115.58 Unrealized -3.8%
MLPA GLOBAL X FDS 0.2%
Value ($000) $459 Shares 10,354 Est. Cost $44.59 Unrealized
OGN ORGANON & CO 0.2%
Value ($000) $452 Shares 31,353 Est. Cost $22.39 Unrealized -45.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $450 Shares 4,626 Est. Cost $85.95 Unrealized +2.5%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $440 Shares 933 Est. Cost $400.45 Unrealized +11.5%
TSN TYSON FOODS INC 0.2%
Value ($000) $435 Shares 8,098 Est. Cost $51.36 Unrealized -12.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $430 Shares 2,390 Est. Cost $164.57 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $425 Shares 4,520 Est. Cost $81.40 Unrealized +2.8%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $413 Shares 2,426 Est. Cost $140.31 Unrealized +3.3%
QYLG GLOBAL X FDS 0.1%
Value ($000) $399 Shares 13,798 Est. Cost $26.45 Unrealized
WISDOMTREE TR 0.1%
Value ($000) $391 Shares 7,943 Est. Cost $49.19 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $390 Shares 3,977 Est. Cost $98.04 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $389 Shares 9,226 Est. Cost $38.05 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $388 Shares 7,514 Est. Cost $51.66 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $387 Shares 3,512 Est. Cost $110.80 Unrealized -13.3%
BIL SPDR SER TR 0.1%
Value ($000) $386 Shares 4,220 Est. Cost $91.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $384 Shares 757 Est. Cost $458.41 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $384 Shares 7,429 Est. Cost $35.74 Unrealized +21.6%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $384 Shares 1,090 Est. Cost $398.82 Unrealized -11.8%
GTO INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $384 Shares 8,119 Est. Cost $47.24 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $383 Shares 8,088 Est. Cost $47.40 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $383 Shares 4,552 Est. Cost $84.57 Unrealized -10.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $381 Shares 842 Est. Cost $403.60 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $371 Shares 1,041 Est. Cost $318.91 Unrealized +10.1%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $360 Shares 2,830 Est. Cost $111.74 Unrealized +2.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $349 Shares 2,217 Est. Cost $153.39 Unrealized -12.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $345 Shares 6,382 Est. Cost $54.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $343 Shares 9,096 Est. Cost $37.72 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $324 Shares 543 Est. Cost $412.67 Unrealized +39.8%
SPTM SPDR SER TR 0.1%
Value ($000) $323 Shares 5,529 Est. Cost $49.06 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $322 Shares 7,997 Est. Cost $40.25 Unrealized
CSX CSX CORP 0.1%
Value ($000) $321 Shares 9,257 Est. Cost $30.46 Unrealized +1.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $314 Shares 6,285 Est. Cost $46.93 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $312 Shares 12,508 Est. Cost $23.45 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $311 Shares 8,783 Est. Cost $34.16 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $311 Shares 1,423 Est. Cost $197.45 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $310 Shares 1,315 Est. Cost $135.38 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $306 Shares 1,642 Est. Cost $221.40 Unrealized -19.8%
EEM ISHARES TR 0.1%
Value ($000) $304 Shares 7,559 Est. Cost $47.76 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $303 Shares 975 Est. Cost $310.88 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $296 Shares 1,332 Est. Cost $202.06 Unrealized -3.6%
RYLD GLOBAL X FDS 0.1%
Value ($000) $287 Shares 17,139 Est. Cost $17.06 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $284 Shares 1,349 Est. Cost $182.88 Unrealized +6.4%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $279 Shares 24,317 Est. Cost $10.95 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $274 Shares 7,870 Est. Cost $29.94 Unrealized -2.7%
NUE NUCOR CORP 0.1%
Value ($000) $270 Shares 1,553 Est. Cost $145.77 Unrealized +5.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $269 Shares 1,135 Est. Cost $204.10 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $269 Shares 11,379 Est. Cost $23.66 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $266 Shares 6,584 Est. Cost $36.39 Unrealized -4.3%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $265 Shares 7,343 Est. Cost $30.68 Unrealized +4.2%
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $263 Shares 8,694 Est. Cost $30.26 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $260 Shares 7,028 Est. Cost $36.96 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $259 Shares 5,435 Est. Cost $47.68 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $258 Shares 3,680 Est. Cost $63.78 Unrealized -0.0%
DIV GLOBAL X FDS 0.1%
Value ($000) $254 Shares 14,759 Est. Cost $16.20 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $253 Shares 5,782 Est. Cost $37.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $251 Shares 472 Est. Cost $582.35 Unrealized -17.4%
SJNK SPDR SER TR 0.1%
Value ($000) $247 Shares 9,809 Est. Cost $24.46 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $246 Shares 3,257 Est. Cost $66.41 Unrealized +0.5%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $243 Shares 9,044 Est. Cost $26.85 Unrealized
V VISA INC 0.1%
Value ($000) $242 Shares 930 Est. Cost $219.45 Unrealized +10.6%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $240 Shares 1,093 Est. Cost $219.57 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $234 Shares 2,351 Est. Cost $111.55 Unrealized -24.6%
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $232 Shares 5,686 Est. Cost $42.42 Unrealized
IMCV ISHARES TR 0.1%
Value ($000) $225 Shares 3,322 Est. Cost $63.70 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $223 Shares 1,541 Est. Cost $145.01 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $218 Shares 9,460 Est. Cost $23.04 Unrealized
RHI ROBERT HALF INC. 0.1%
Value ($000) $212 Shares 2,412 Est. Cost $79.48 Unrealized 0.0%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $211 Shares 6,566 Est. Cost $32.08 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $210 Shares 1,779 Est. Cost $100.40 Unrealized +7.5%
BBY BEST BUY INC 0.1%
Value ($000) $206 Shares 2,637 Est. Cost $68.67 Unrealized -7.6%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $204 Shares 2,366 Est. Cost $79.41 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $201 Shares 2,743 Est. Cost $64.89 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $127 Shares 15,019 Est. Cost $8.48 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $118 Shares 10,381 Est. Cost $15.78 Unrealized -31.6%