Principle Wealth Partners LLC Diversified Active

CIK: 0001743413 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 23, 2024

Total Value ($000): $1,280,426 (100.0% shares, 0.0% debt)

Holdings (344)

JPM JPMORGAN CHASE & CO 5.5%
Value ($000) $70,948 Shares 354,208 Est. Cost $97.91 Unrealized +77.3%
AAPL APPLE INC 4.9%
Value ($000) $63,276 Shares 368,998 Est. Cost $102.92 Unrealized +75.1%
VIG VANGUARD SPECIALIZED FUNDS 3.7%
Value ($000) $47,011 Shares 257,438 Est. Cost $120.29 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $45,649 Shares 108,503 Est. Cost $188.66 Unrealized +111.6%
SCHD SCHWAB STRATEGIC TR 3.3%
Value ($000) $42,286 Shares 524,442 Est. Cost $74.07 Unrealized
VUG VANGUARD INDEX FDS 3.2%
Value ($000) $41,209 Shares 119,723 Est. Cost $209.40 Unrealized
SMTH ALPS ETF TR 2.6%
Value ($000) $32,807 Shares 1,278,274 Est. Cost $25.98 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $29,641 Shares 703,569 Est. Cost $38.30 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $28,507 Shares 158,037 Est. Cost $124.76 Unrealized +33.8%
SMOT VANECK ETF TRUST 1.9%
Value ($000) $24,779 Shares 726,451 Est. Cost $30.25 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $20,705 Shares 79,666 Est. Cost $202.10 Unrealized
MCD MCDONALDS CORP 1.5%
Value ($000) $19,178 Shares 68,018 Est. Cost $218.83 Unrealized +27.0%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $18,463 Shares 20,433 Est. Cost $18.66 Unrealized +288.1%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $17,567 Shares 111,047 Est. Cost $130.56 Unrealized +15.1%
IJR ISHARES TR 1.4%
Value ($000) $17,325 Shares 156,760 Est. Cost $109.22 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $16,719 Shares 329,504 Est. Cost $50.74 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $15,684 Shares 129,629 Est. Cost $92.92 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 1.2%
Value ($000) $15,585 Shares 51,148 Est. Cost $192.25 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $15,394 Shares 40,131 Est. Cost $219.39 Unrealized +58.9%
AMGN AMGEN INC 1.1%
Value ($000) $14,614 Shares 51,400 Est. Cost $164.91 Unrealized +67.4%
OFLX OMEGA FLEX INC 1.1%
Value ($000) $13,638 Shares 192,275 Est. Cost $59.29 Unrealized +19.7%
GOOGL ALPHABET INC 1.1%
Value ($000) $13,575 Shares 89,944 Est. Cost $108.43 Unrealized +30.9%
GOOG ALPHABET INC 1.1%
Value ($000) $13,471 Shares 88,476 Est. Cost $108.46 Unrealized +32.1%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $12,307 Shares 75,853 Est. Cost $112.76 Unrealized +32.9%
RTX RTX CORPORATION 0.9%
Value ($000) $12,120 Shares 124,271 Est. Cost $60.23 Unrealized +44.2%
IEF ISHARES TR 0.9%
Value ($000) $11,251 Shares 118,858 Est. Cost $96.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $10,921 Shares 57,192 Est. Cost $99.54 Unrealized +73.4%
V VISA INC 0.9%
Value ($000) $10,915 Shares 39,111 Est. Cost $158.68 Unrealized +71.6%
VGT VANGUARD WORLD FD 0.8%
Value ($000) $10,324 Shares 19,689 Est. Cost $299.31 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $9,995 Shares 93,855 Est. Cost $91.84 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $9,564 Shares 191,630 Est. Cost $37.19 Unrealized +26.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,524 Shares 22,649 Est. Cost $221.04 Unrealized +78.0%
MRK MERCK & CO INC 0.7%
Value ($000) $9,365 Shares 70,972 Est. Cost $65.46 Unrealized +76.8%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $9,113 Shares 17,423 Est. Cost $362.74 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $8,594 Shares 23,453 Est. Cost $161.01 Unrealized +93.2%
ORCL ORACLE CORP 0.7%
Value ($000) $8,575 Shares 68,270 Est. Cost $69.84 Unrealized +60.9%
SCHY SCHWAB STRATEGIC TR 0.7%
Value ($000) $8,491 Shares 349,986 Est. Cost $22.87 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $8,377 Shares 20,055 Est. Cost $222.95 Unrealized +67.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $8,284 Shares 71,269 Est. Cost $40.80 Unrealized +140.4%
IGV ISHARES TR 0.6%
Value ($000) $8,214 Shares 96,335 Est. Cost $138.24 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $8,059 Shares 32,253 Est. Cost $205.32 Unrealized
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $7,794 Shares 27,590 Est. Cost $154.48 Unrealized +67.0%
FMHI FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $7,708 Shares 159,985 Est. Cost $47.68 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $7,696 Shares 174,244 Est. Cost $42.75 Unrealized +3.0%
SMH VANECK ETF TRUST 0.6%
Value ($000) $7,611 Shares 33,830 Est. Cost $184.56 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $7,484 Shares 68,002 Est. Cost $77.68 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $7,483 Shares 44,202 Est. Cost $123.13 Unrealized +20.6%
SO SOUTHERN CO 0.5%
Value ($000) $6,962 Shares 97,051 Est. Cost $49.34 Unrealized +31.2%
TCAF T ROWE PRICE ETF INC 0.5%
Value ($000) $6,622 Shares 219,050 Est. Cost $26.40 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $6,602 Shares 130,868 Est. Cost $50.18 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $6,263 Shares 34,393 Est. Cost $84.13 Unrealized +92.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $6,135 Shares 106,040 Est. Cost $53.70 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,845 Shares 37,056 Est. Cost $72.07 Unrealized +92.9%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $5,715 Shares 26,814 Est. Cost $111.72 Unrealized +71.0%
PFE PFIZER INC 0.4%
Value ($000) $5,629 Shares 202,844 Est. Cost $28.77 Unrealized -14.3%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $5,520 Shares 12,431 Est. Cost $250.27 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $5,499 Shares 31,421 Est. Cost $122.08 Unrealized +28.8%
CALF PACER FDS TR 0.4%
Value ($000) $5,447 Shares 110,793 Est. Cost $47.93 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $5,403 Shares 41,767 Est. Cost $114.25 Unrealized -0.1%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $5,339 Shares 45,474 Est. Cost $80.28 Unrealized +22.8%
CI THE CIGNA GROUP 0.4%
Value ($000) $5,232 Shares 14,407 Est. Cost $261.45 Unrealized +21.5%
CMI CUMMINS INC 0.4%
Value ($000) $5,213 Shares 17,692 Est. Cost $191.19 Unrealized +29.5%
KO COCA COLA CO 0.4%
Value ($000) $5,191 Shares 84,840 Est. Cost $44.96 Unrealized +26.1%
LLY ELI LILLY & CO 0.4%
Value ($000) $5,064 Shares 6,509 Est. Cost $259.86 Unrealized +170.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $5,007 Shares 28,740 Est. Cost $138.94 Unrealized +13.6%
DOW DOW INC 0.4%
Value ($000) $4,997 Shares 86,255 Est. Cost $39.62 Unrealized +23.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $4,848 Shares 22,104 Est. Cost $152.35 Unrealized +35.3%
BLACKROCK INC 0.4%
Value ($000) $4,841 Shares 5,806 Est. Cost $632.61 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $4,716 Shares 37,055 Est. Cost $44.67 Unrealized +141.0%
MMM 3M CO 0.4%
Value ($000) $4,697 Shares 44,286 Est. Cost $107.25 Unrealized -26.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $4,679 Shares 86,269 Est. Cost $48.57 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $4,603 Shares 9,478 Est. Cost $206.85 Unrealized +114.3%
BA BOEING CO 0.3%
Value ($000) $4,480 Shares 23,214 Est. Cost $312.15 Unrealized -34.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,441 Shares 7 Est. Cost $307970.80 Unrealized +92.8%
BAC BANK AMERICA CORP 0.3%
Value ($000) $4,424 Shares 116,664 Est. Cost $24.18 Unrealized +35.6%
ALL ALLSTATE CORP 0.3%
Value ($000) $4,343 Shares 25,105 Est. Cost $89.63 Unrealized +69.5%
PSX PHILLIPS 66 0.3%
Value ($000) $4,284 Shares 26,229 Est. Cost $73.28 Unrealized +84.2%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $4,208 Shares 5,744 Est. Cost $331.43 Unrealized +113.2%
EMR EMERSON ELEC CO 0.3%
Value ($000) $4,183 Shares 36,879 Est. Cost $68.76 Unrealized +44.5%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $3,973 Shares 11,462 Est. Cost $285.65 Unrealized +24.2%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $3,911 Shares 16,992 Est. Cost $120.48 Unrealized +71.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,735 Shares 7,550 Est. Cost $276.54 Unrealized +76.8%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $3,685 Shares 50,942 Est. Cost $65.74 Unrealized -2.3%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $3,612 Shares 20,580 Est. Cost $63.39 Unrealized +83.6%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $3,610 Shares 22,341 Est. Cost $120.50 Unrealized +17.1%
MGV VANGUARD WORLD FD 0.3%
Value ($000) $3,582 Shares 29,975 Est. Cost $93.77 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $3,540 Shares 13,896 Est. Cost $116.57 Unrealized +90.5%
TSLA TESLA INC 0.3%
Value ($000) $3,464 Shares 19,705 Est. Cost $218.02 Unrealized -10.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $3,397 Shares 27,761 Est. Cost $120.31 Unrealized -14.9%
ITA ISHARES TR 0.3%
Value ($000) $3,345 Shares 25,354 Est. Cost $123.94 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,305 Shares 7,265 Est. Cost $316.22 Unrealized +31.5%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $3,245 Shares 35,415 Est. Cost $61.76 Unrealized +37.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,244 Shares 15,804 Est. Cost $157.18 Unrealized +15.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,227 Shares 11,359 Est. Cost $121.81 Unrealized +29.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $3,183 Shares 45,495 Est. Cost $51.13 Unrealized +18.5%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $3,172 Shares 8,937 Est. Cost $157.73 Unrealized +104.5%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $3,165 Shares 32,724 Est. Cost $80.49 Unrealized +9.9%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,158 Shares 21,374 Est. Cost $110.11 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $3,105 Shares 25,208 Est. Cost $103.11 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $2,952 Shares 11,581 Est. Cost $193.34 Unrealized +23.0%
GWW GRAINGER W W INC 0.2%
Value ($000) $2,870 Shares 2,821 Est. Cost $368.20 Unrealized +149.2%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $2,869 Shares 47,572 Est. Cost $54.03 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,758 Shares 16,935 Est. Cost $124.85 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $2,717 Shares 59,973 Est. Cost $35.23 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $2,706 Shares 8,983 Est. Cost $179.56 Unrealized +58.8%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $2,683 Shares 10,745 Est. Cost $149.78 Unrealized +56.4%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $2,658 Shares 11,627 Est. Cost $207.98 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $2,586 Shares 30,030 Est. Cost $74.04 Unrealized +2.6%
BX BLACKSTONE INC 0.2%
Value ($000) $2,573 Shares 19,587 Est. Cost $46.10 Unrealized +157.5%
TFC TRUIST FINL CORP 0.2%
Value ($000) $2,486 Shares 63,771 Est. Cost $27.23 Unrealized +22.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,476 Shares 31,040 Est. Cost $66.04 Unrealized +7.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $2,474 Shares 5,147 Est. Cost $386.44 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,432 Shares 5,050 Est. Cost $235.73 Unrealized +92.0%
LVHI LEGG MASON ETF INVT 0.2%
Value ($000) $2,399 Shares 80,555 Est. Cost $27.39 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $2,322 Shares 3,824 Est. Cost $47.72 Unrealized +18.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,191 Shares 52,216 Est. Cost $40.94 Unrealized -12.3%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $2,187 Shares 8,086 Est. Cost $175.38 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,145 Shares 33,558 Est. Cost $65.21 Unrealized -15.0%
SDY SPDR SER TR 0.2%
Value ($000) $2,111 Shares 16,083 Est. Cost $107.04 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,025 Shares 34,866 Est. Cost $58.38 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $1,968 Shares 6,294 Est. Cost $117.05 Unrealized +128.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,908 Shares 8,381 Est. Cost $120.74 Unrealized +68.0%
EXC EXELON CORP 0.1%
Value ($000) $1,877 Shares 49,970 Est. Cost $35.31 Unrealized -5.9%
USB US BANCORP DEL 0.1%
Value ($000) $1,850 Shares 41,387 Est. Cost $37.26 Unrealized +3.7%
ADBE ADOBE INC 0.1%
Value ($000) $1,834 Shares 3,634 Est. Cost $414.49 Unrealized +38.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,779 Shares 3,061 Est. Cost $322.35 Unrealized +73.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,773 Shares 8,513 Est. Cost $132.09 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,756 Shares 17,316 Est. Cost $57.47 Unrealized +64.6%
NOW SERVICENOW INC 0.1%
Value ($000) $1,752 Shares 2,298 Est. Cost $104.78 Unrealized +44.6%
IYW ISHARES TR 0.1%
Value ($000) $1,701 Shares 12,592 Est. Cost $106.84 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,681 Shares 6,731 Est. Cost $170.00 Unrealized +42.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1,609 Shares 6,543 Est. Cost $171.45 Unrealized +37.4%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,603 Shares 2,884 Est. Cost $237.53 Unrealized +109.9%
SHY ISHARES TR 0.1%
Value ($000) $1,501 Shares 18,352 Est. Cost $82.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,454 Shares 4,536 Est. Cost $173.53 Unrealized +76.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,439 Shares 24,748 Est. Cost $32.41 Unrealized +69.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,361 Shares 3,411 Est. Cost $355.76 Unrealized +6.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,292 Shares 4,815 Est. Cost $181.01 Unrealized +36.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,270 Shares 2,450 Est. Cost $295.98 Unrealized +62.8%
DON WISDOMTREE TR 0.1%
Value ($000) $1,268 Shares 25,990 Est. Cost $36.81 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $1,218 Shares 9,321 Est. Cost $120.78 Unrealized
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $1,206 Shares 24,066 Est. Cost $49.81 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,189 Shares 30,920 Est. Cost $65.31 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,168 Shares 12,988 Est. Cost $79.68 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,165 Shares 12,752 Est. Cost $75.27 Unrealized +17.7%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,159 Shares 9,200 Est. Cost $90.55 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1,155 Shares 11,639 Est. Cost $62.25 Unrealized +43.8%
WMT WALMART INC 0.1%
Value ($000) $1,124 Shares 18,687 Est. Cost $52.45 Unrealized +6.8%
MKL MARKEL GROUP INC 0.1%
Value ($000) $1,121 Shares 737 Est. Cost $1092.39 Unrealized +34.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $1,114 Shares 9,137 Est. Cost $99.28 Unrealized +2.5%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,113 Shares 10,071 Est. Cost $94.84 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,106 Shares 19,081 Est. Cost $31.62 Unrealized +58.5%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $1,104 Shares 18,471 Est. Cost $72.94 Unrealized -28.0%
MS MORGAN STANLEY 0.1%
Value ($000) $1,096 Shares 11,640 Est. Cost $35.60 Unrealized +133.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,095 Shares 25,260 Est. Cost $36.95 Unrealized +10.0%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,071 Shares 15,570 Est. Cost $61.14 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $1,049 Shares 4,645 Est. Cost $276.84 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,029 Shares 15,621 Est. Cost $56.62 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,025 Shares 6,058 Est. Cost $155.43 Unrealized +18.0%
AFL AFLAC INC 0.1%
Value ($000) $1,008 Shares 11,739 Est. Cost $38.78 Unrealized +103.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,000 Shares 2,089 Est. Cost $291.00 Unrealized +53.2%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $961 Shares 9,383 Est. Cost $59.36 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $951 Shares 7,223 Est. Cost $105.52 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $916 Shares 15,902 Est. Cost $34.72 Unrealized +51.7%
IJH ISHARES TR 0.1%
Value ($000) $905 Shares 14,905 Est. Cost $90.82 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $904 Shares 3,488 Est. Cost $148.36 Unrealized +62.6%
ABT ABBOTT LABS 0.1%
Value ($000) $903 Shares 7,942 Est. Cost $86.61 Unrealized +27.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $896 Shares 9,492 Est. Cost $75.41 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $873 Shares 6,362 Est. Cost $143.66 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $856 Shares 2,392 Est. Cost $198.64 Unrealized +66.3%
DIVO AMPLIFY ETF TR 0.1%
Value ($000) $823 Shares 21,167 Est. Cost $35.34 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $814 Shares 16,258 Est. Cost $86.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $808 Shares 5,940 Est. Cost $102.42 Unrealized
NKE NIKE INC 0.1%
Value ($000) $807 Shares 8,582 Est. Cost $96.45 Unrealized +1.4%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $791 Shares 4,002 Est. Cost $156.71 Unrealized +18.8%
FISV FISERV INC 0.1%
Value ($000) $790 Shares 4,943 Est. Cost $103.53 Unrealized +40.7%
INTU INTUIT 0.1%
Value ($000) $785 Shares 1,208 Est. Cost $315.87 Unrealized +99.8%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $755 Shares 12,027 Est. Cost $44.72 Unrealized +22.6%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $723 Shares 15,346 Est. Cost $35.08 Unrealized +26.8%
IVV ISHARES TR 0.1%
Value ($000) $722 Shares 1,374 Est. Cost $339.75 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $720 Shares 3,528 Est. Cost $173.94 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $710 Shares 7,047 Est. Cost $74.43 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $709 Shares 38,262 Est. Cost $16.71 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $707 Shares 10,103 Est. Cost $47.02 Unrealized +46.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $706 Shares 3,430 Est. Cost $176.44 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $702 Shares 4,722 Est. Cost $105.77 Unrealized +29.0%
IWF ISHARES TR 0.1%
Value ($000) $698 Shares 2,070 Est. Cost $219.70 Unrealized
FULT FULTON FINL CORP PA 0.1%
Value ($000) $697 Shares 43,846 Est. Cost $9.56 Unrealized +51.0%
CTVA CORTEVA INC 0.1%
Value ($000) $696 Shares 12,065 Est. Cost $27.58 Unrealized +83.4%
IAU ISHARES GOLD TR 0.1%
Value ($000) $672 Shares 16,000 Est. Cost $33.73 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $654 Shares 6,500 Est. Cost $27.09 Unrealized +235.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $652 Shares 7,237 Est. Cost $70.18 Unrealized +15.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $649 Shares 15,401 Est. Cost $30.05 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $638 Shares 3,536 Est. Cost $67.38 Unrealized +159.4%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $637 Shares 22,135 Est. Cost $28.80 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value ($000) $635 Shares 4,905 Est. Cost $88.50 Unrealized +32.3%
DGRO ISHARES TR 0.0%
Value ($000) $630 Shares 10,853 Est. Cost $49.19 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $629 Shares 19,240 Est. Cost $27.69 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $626 Shares 2,584 Est. Cost $248.64 Unrealized -6.5%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $624 Shares 6,371 Est. Cost $106.36 Unrealized -19.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $590 Shares 6,775 Est. Cost $85.72 Unrealized -5.9%
T AT&T INC 0.0%
Value ($000) $582 Shares 33,088 Est. Cost $15.36 Unrealized +1.7%
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $580 Shares 29,245 Est. Cost $20.74 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $577 Shares 5,694 Est. Cost $61.44 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $577 Shares 13,222 Est. Cost $31.80 Unrealized +12.3%
CSX CSX CORP 0.0%
Value ($000) $568 Shares 15,329 Est. Cost $29.58 Unrealized +19.9%
TGT TARGET CORP 0.0%
Value ($000) $566 Shares 3,194 Est. Cost $110.60 Unrealized +28.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $553 Shares 11,234 Est. Cost $53.84 Unrealized -20.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $548 Shares 6,039 Est. Cost $68.10 Unrealized +23.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $547 Shares 11,580 Est. Cost $25.72 Unrealized +70.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $545 Shares 4,400 Est. Cost $112.31 Unrealized +6.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $541 Shares 7,052 Est. Cost $26.42 Unrealized +8.0%
IYR ISHARES TR 0.0%
Value ($000) $539 Shares 6,000 Est. Cost $78.14 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $533 Shares 4,670 Est. Cost $102.54 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $527 Shares 1,134 Est. Cost $322.30 Unrealized +31.0%
BANK AMERICA CORP 0.0%
Value ($000) $526 Shares 441 Est. Cost $1173.41 Unrealized
UNILEVER PLC 0.0%
Value ($000) $524 Shares 10,443 Est. Cost $60.36 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $522 Shares 7,132 Est. Cost $66.34 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $513 Shares 31,225 Est. Cost $12.07 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $505 Shares 1,188 Est. Cost $301.48 Unrealized +41.7%
MSA MSA SAFETY INC 0.0%
Value ($000) $502 Shares 2,595 Est. Cost $114.27 Unrealized +53.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $501 Shares 4,800 Est. Cost $83.37 Unrealized +17.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $499 Shares 9,208 Est. Cost $47.64 Unrealized -3.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $486 Shares 1,920 Est. Cost $121.14 Unrealized +92.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $484 Shares 3,769 Est. Cost $103.45 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $474 Shares 2,200 Est. Cost $146.27 Unrealized +34.8%
IYH ISHARES TR 0.0%
Value ($000) $466 Shares 7,535 Est. Cost $96.88 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $466 Shares 1,776 Est. Cost $204.98 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $465 Shares 8,282 Est. Cost $49.72 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $463 Shares 3,189 Est. Cost $94.41 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $456 Shares 789 Est. Cost $160.83 Unrealized +4.0%
WELLS FARGO CO NEW 0.0%
Value ($000) $456 Shares 374 Est. Cost $1400.36 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $449 Shares 5,319 Est. Cost $99.98 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $444 Shares 11,377 Est. Cost $37.46 Unrealized -10.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $441 Shares 5,154 Est. Cost $54.93 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $434 Shares 4,395 Est. Cost $49.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $433 Shares 2,555 Est. Cost $102.94 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $429 Shares 5,500 Est. Cost $49.07 Unrealized +51.6%
SHEL SHELL PLC 0.0%
Value ($000) $425 Shares 6,334 Est. Cost $52.75 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $423 Shares 1,763 Est. Cost $173.26 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $419 Shares 2,734 Est. Cost $170.79 Unrealized -18.0%
BIL SPDR SER TR 0.0%
Value ($000) $418 Shares 4,550 Est. Cost $91.82 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $413 Shares 3,174 Est. Cost $93.52 Unrealized +30.8%
NVS NOVARTIS AG 0.0%
Value ($000) $411 Shares 4,247 Est. Cost $90.23 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $404 Shares 4,702 Est. Cost $113.18 Unrealized -31.8%
OGN ORGANON & CO 0.0%
Value ($000) $401 Shares 21,352 Est. Cost $15.91 Unrealized -0.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $396 Shares 2,002 Est. Cost $129.51 Unrealized +43.8%
MTB M & T BK CORP 0.0%
Value ($000) $387 Shares 2,661 Est. Cost $108.12 Unrealized +20.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $386 Shares 256 Est. Cost $1450.67 Unrealized +12.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $385 Shares 4,784 Est. Cost $91.88 Unrealized
AVANGRID INC 0.0%
Value ($000) $382 Shares 10,480 Est. Cost $49.43 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $377 Shares 8,031 Est. Cost $27.77 Unrealized +46.5%
NNN NNN REIT INC 0.0%
Value ($000) $375 Shares 8,784 Est. Cost $42.96 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $373 Shares 7,571 Est. Cost $38.96 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $370 Shares 1,419 Est. Cost $253.46 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $364 Shares 1,869 Est. Cost $130.99 Unrealized +39.0%
AVGO BROADCOM INC 0.0%
Value ($000) $362 Shares 273 Est. Cost $93.40 Unrealized +29.8%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $358 Shares 4,388 Est. Cost $67.46 Unrealized
DE DEERE & CO 0.0%
Value ($000) $357 Shares 870 Est. Cost $320.60 Unrealized +16.2%
SNDX SYNDAX PHARMACEUTICALS INC 0.0%
Value ($000) $357 Shares 15,000 Est. Cost $23.32 Unrealized -4.4%
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $352 Shares 6,167 Est. Cost $41.70 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $351 Shares 2,940 Est. Cost $87.85 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $351 Shares 3,076 Est. Cost $57.22 Unrealized +58.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $346 Shares 7,629 Est. Cost $38.45 Unrealized -1.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $342 Shares 9,458 Est. Cost $25.05 Unrealized +25.9%
IWY ISHARES TR 0.0%
Value ($000) $339 Shares 1,736 Est. Cost $125.00 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $337 Shares 2,906 Est. Cost $117.49 Unrealized
WASH WASHINGTON TR BANCORP INC 0.0%
Value ($000) $328 Shares 12,214 Est. Cost $33.33 Unrealized -29.4%
NULG NUSHARES ETF TR 0.0%
Value ($000) $327 Shares 4,292 Est. Cost $48.89 Unrealized
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $320 Shares 13,397 Est. Cost $20.94 Unrealized +8.2%
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $318 Shares 5,764 Est. Cost $37.30 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $312 Shares 3,349 Est. Cost $76.98 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $307 Shares 5,226 Est. Cost $58.65 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $302 Shares 16,390 Est. Cost $14.48 Unrealized +22.6%
DOV DOVER CORP 0.0%
Value ($000) $301 Shares 1,700 Est. Cost $111.11 Unrealized +41.9%
CAE CAE INC 0.0%
Value ($000) $299 Shares 14,482 Est. Cost $21.82 Unrealized -8.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $297 Shares 3,155 Est. Cost $74.75 Unrealized +29.7%
PFF ISHARES TR 0.0%
Value ($000) $297 Shares 9,219 Est. Cost $37.26 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $294 Shares 1,427 Est. Cost $111.90 Unrealized +61.2%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $294 Shares 1,600 Est. Cost $119.21 Unrealized +52.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $294 Shares 2,120 Est. Cost $92.76 Unrealized +38.8%
KVUE KENVUE INC 0.0%
Value ($000) $294 Shares 13,694 Est. Cost $18.54 Unrealized +1.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $293 Shares 3,653 Est. Cost $57.97 Unrealized +15.1%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $292 Shares 2,544 Est. Cost $104.72 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $291 Shares 5,375 Est. Cost $48.62 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $290 Shares 1,620 Est. Cost $142.19 Unrealized
NEXTERA ENERGY INC 0.0%
Value ($000) $289 Shares 7,430 Est. Cost $38.12 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $289 Shares 11,300 Est. Cost $20.49 Unrealized +16.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $286 Shares 2,225 Est. Cost $96.20 Unrealized +17.9%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $285 Shares 1,580 Est. Cost $169.40 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $284 Shares 2,383 Est. Cost $128.26 Unrealized -15.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $283 Shares 7,264 Est. Cost $28.29 Unrealized +16.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $279 Shares 7,260 Est. Cost $36.56 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $275 Shares 1,674 Est. Cost $164.35 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $273 Shares 2,138 Est. Cost $95.92 Unrealized +15.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $269 Shares 3,677 Est. Cost $71.04 Unrealized +1.3%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $269 Shares 2,245 Est. Cost $130.57 Unrealized -14.6%
ITOT ISHARES TR 0.0%
Value ($000) $269 Shares 2,329 Est. Cost $90.55 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $266 Shares 2,497 Est. Cost $76.79 Unrealized +31.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $264 Shares 3,938 Est. Cost $57.75 Unrealized +6.0%
CWB SPDR SER TR 0.0%
Value ($000) $262 Shares 3,590 Est. Cost $64.34 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $262 Shares 8,995 Est. Cost $23.45 Unrealized +14.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $262 Shares 14,262 Est. Cost $13.93 Unrealized +14.7%
ECL ECOLAB INC 0.0%
Value ($000) $259 Shares 1,123 Est. Cost $207.94 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $255 Shares 3,300 Est. Cost $28.68 Unrealized +18.5%
SGOV ISHARES TR 0.0%
Value ($000) $252 Shares 2,504 Est. Cost $100.59 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $251 Shares 1,194 Est. Cost $217.55 Unrealized
MET METLIFE INC 0.0%
Value ($000) $249 Shares 3,362 Est. Cost $59.25 Unrealized +11.4%
F FORD MTR CO DEL 0.0%
Value ($000) $248 Shares 18,672 Est. Cost $11.05 Unrealized -3.2%
IWB ISHARES TR 0.0%
Value ($000) $246 Shares 854 Est. Cost $225.23 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $246 Shares 8,416 Est. Cost $20.47 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $243 Shares 10,110 Est. Cost $20.35 Unrealized +5.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $241 Shares 10,481 Est. Cost $17.97 Unrealized +18.6%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $241 Shares 16,285 Est. Cost $18.22 Unrealized
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $240 Shares 20,845 Est. Cost $16.77 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $231 Shares 3,374 Est. Cost $64.30 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $230 Shares 5,077 Est. Cost $45.31 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $230 Shares 3,571 Est. Cost $49.60 Unrealized +18.2%
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $230 Shares 9,000 Est. Cost $24.09 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $227 Shares 2,770 Est. Cost $77.54 Unrealized -3.0%
CWEN/A CLEARWAY ENERGY INC 0.0%
Value ($000) $227 Shares 10,561 Est. Cost $19.12 Unrealized +1.4%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $225 Shares 5,043 Est. Cost $47.05 Unrealized -8.8%
TLT ISHARES TR 0.0%
Value ($000) $220 Shares 2,325 Est. Cost $98.88 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $219 Shares 2,072 Est. Cost $97.73 Unrealized 0.0%
PSTL POSTAL REALTY TRUST INC 0.0%
Value ($000) $215 Shares 15,015 Est. Cost $14.65 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $214 Shares 3,980 Est. Cost $59.11 Unrealized -9.8%
EZM WISDOMTREE TR 0.0%
Value ($000) $214 Shares 3,500 Est. Cost $57.39 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $212 Shares 1,978 Est. Cost $124.71 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $212 Shares 18,555 Est. Cost $9.96 Unrealized -17.9%
IWV ISHARES TR 0.0%
Value ($000) $211 Shares 703 Est. Cost $300.23 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $210 Shares 850 Est. Cost $242.93 Unrealized -5.1%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $210 Shares 400 Est. Cost $450.46 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $207 Shares 1,508 Est. Cost $129.80 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $206 Shares 2,651 Est. Cost $77.38 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $203 Shares 10,000 Est. Cost $20.34 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $203 Shares 5,000 Est. Cost $34.22 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $202 Shares 1,065 Est. Cost $204.21 Unrealized -4.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $201 Shares 505 Est. Cost $397.76 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $199 Shares 14,222 Est. Cost $17.58 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $173 Shares 50,315 Est. Cost $4.32 Unrealized -31.8%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $166 Shares 12,800 Est. Cost $12.06 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $148 Shares 12,424 Est. Cost $13.33 Unrealized -17.2%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $125 Shares 10,373 Est. Cost $12.08 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $116 Shares 11,000 Est. Cost $9.88 Unrealized