Lifeworks Advisors, LLC Diversified Active

CIK: 0001882132 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $508,695 (100.0% shares, 0.0% debt)

Holdings (295)

SPDW SPDR INDEX SHS FDS 4.0%
Value ($000) $20,149 Shares 536,458 Est. Cost $35.25 Unrealized
GOVT ISHARES TR 3.4%
Value ($000) $17,295 Shares 737,514 Est. Cost $23.03 Unrealized
LQD ISHARES TR 2.8%
Value ($000) $14,457 Shares 127,956 Est. Cost $109.27 Unrealized
MBB ISHARES TR 2.4%
Value ($000) $12,271 Shares 128,073 Est. Cost $93.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.4%
Value ($000) $11,995 Shares 238,554 Est. Cost $49.29 Unrealized
VTIP VANGUARD MALVERN FDS 2.2%
Value ($000) $11,079 Shares 224,688 Est. Cost $47.69 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.7%
Value ($000) $8,729 Shares 119,897 Est. Cost $66.49 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.6%
Value ($000) $8,187 Shares 46,915 Est. Cost $129.07 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $7,398 Shares 17,193 Est. Cost $344.28 Unrealized +22.9%
IAU ISHARES GOLD TR 1.4%
Value ($000) $7,229 Shares 145,452 Est. Cost $40.67 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $6,952 Shares 42,897 Est. Cost $147.68 Unrealized +3.4%
OUNZ VANECK MERK GOLD ETF 1.4%
Value ($000) $6,932 Shares 273,021 Est. Cost $17.61 Unrealized
CPB CAMPBELL SOUP CO 1.3%
Value ($000) $6,826 Shares 139,529 Est. Cost $43.30 Unrealized +6.7%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $6,686 Shares 30,244 Est. Cost $139.81 Unrealized +35.2%
ABBV ABBVIE INC 1.3%
Value ($000) $6,655 Shares 33,698 Est. Cost $127.10 Unrealized +40.6%
SPAB SPDR SER TR 1.3%
Value ($000) $6,524 Shares 249,579 Est. Cost $26.07 Unrealized
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $6,466 Shares 77,119 Est. Cost $61.79 Unrealized +18.3%
ORCL ORACLE CORP 1.3%
Value ($000) $6,453 Shares 37,869 Est. Cost $85.05 Unrealized +68.2%
LLY ELI LILLY & CO 1.3%
Value ($000) $6,360 Shares 7,179 Est. Cost $284.39 Unrealized +213.1%
MRK MERCK & CO INC 1.2%
Value ($000) $6,211 Shares 54,693 Est. Cost $85.06 Unrealized +32.8%
AAPL APPLE INC 1.2%
Value ($000) $6,061 Shares 26,014 Est. Cost $158.99 Unrealized +39.6%
AMGN AMGEN INC 1.2%
Value ($000) $6,035 Shares 18,731 Est. Cost $218.47 Unrealized +43.3%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $5,696 Shares 110,083 Est. Cost $50.42 Unrealized -13.4%
PFE PFIZER INC 1.1%
Value ($000) $5,656 Shares 195,440 Est. Cost $32.80 Unrealized -18.7%
SPYM SPDR SER TR 1.1%
Value ($000) $5,654 Shares 83,745 Est. Cost $59.19 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 1.1%
Value ($000) $5,512 Shares 11,853 Est. Cost $372.04 Unrealized +29.1%
REGN REGENERON PHARMACEUTICALS 1.1%
Value ($000) $5,389 Shares 5,126 Est. Cost $730.16 Unrealized +51.6%
SCHX SCHWAB STRATEGIC TR 1.0%
Value ($000) $5,286 Shares 77,913 Est. Cost $67.36 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $4,947 Shares 92,946 Est. Cost $47.15 Unrealized -0.8%
EG EVEREST GROUP LTD 0.9%
Value ($000) $4,806 Shares 12,265 Est. Cost $372.84 Unrealized +0.1%
IVV ISHARES TR 0.9%
Value ($000) $4,665 Shares 8,087 Est. Cost $563.17 Unrealized
OTIS OTIS WORLDWIDE CORP 0.9%
Value ($000) $4,574 Shares 44,005 Est. Cost $75.38 Unrealized +23.4%
RSG REPUBLIC SVCS INC 0.8%
Value ($000) $4,312 Shares 21,469 Est. Cost $196.91 Unrealized +0.5%
AMCOR PLC 0.8%
Value ($000) $4,135 Shares 364,999 Est. Cost $9.80 Unrealized +3.4%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $4,111 Shares 9,143 Est. Cost $264.41 Unrealized +55.3%
PCAR PACCAR INC 0.8%
Value ($000) $4,111 Shares 41,657 Est. Cost $66.34 Unrealized +39.0%
IBIT ISHARES BITCOIN TRUST ETF 0.8%
Value ($000) $4,024 Shares 111,383 Est. Cost $39.66 Unrealized
MUB ISHARES TR 0.8%
Value ($000) $3,860 Shares 35,533 Est. Cost $107.34 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $3,593 Shares 20,828 Est. Cost $149.86 Unrealized +5.4%
GRMN GARMIN LTD 0.7%
Value ($000) $3,540 Shares 20,111 Est. Cost $115.47 Unrealized +46.2%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $3,536 Shares 13,494 Est. Cost $215.18 Unrealized +10.3%
GDDY GODADDY INC 0.7%
Value ($000) $3,471 Shares 22,138 Est. Cost $152.87 Unrealized 0.0%
SGOL ETFS GOLD TR 0.7%
Value ($000) $3,386 Shares 134,756 Est. Cost $25.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $3,297 Shares 5,747 Est. Cost $52.89 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $3,276 Shares 6,713 Est. Cost $488.04 Unrealized
AAVM EA SERIES TRUST 0.6%
Value ($000) $3,266 Shares 123,162 Est. Cost $26.27 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $3,231 Shares 8,260 Est. Cost $231.81 Unrealized +46.1%
IEF ISHARES TR 0.6%
Value ($000) $3,217 Shares 32,782 Est. Cost $97.74 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $3,212 Shares 15,550 Est. Cost $159.92 Unrealized +20.7%
BOXX EA SERIES TRUST 0.6%
Value ($000) $3,210 Shares 29,465 Est. Cost $108.29 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $3,126 Shares 9,654 Est. Cost $223.85 Unrealized +28.7%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $3,062 Shares 25,211 Est. Cost $107.44 Unrealized +9.9%
ETN EATON CORP PLC 0.6%
Value ($000) $2,988 Shares 9,016 Est. Cost $182.10 Unrealized +65.4%
IYR ISHARES TR 0.6%
Value ($000) $2,981 Shares 29,265 Est. Cost $101.87 Unrealized
ROMO STRATEGY SHS 0.6%
Value ($000) $2,957 Shares 94,034 Est. Cost $31.22 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,768 Shares 61,298 Est. Cost $30.52 Unrealized +33.9%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,664 Shares 64,784 Est. Cost $40.49 Unrealized
JUNIPER NETWORKS INC 0.5%
Value ($000) $2,654 Shares 68,076 Est. Cost $33.54 Unrealized
NTAP NETAPP INC 0.5%
Value ($000) $2,650 Shares 21,454 Est. Cost $76.44 Unrealized +58.4%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $2,578 Shares 26,884 Est. Cost $79.14 Unrealized +7.6%
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,553 Shares 52,120 Est. Cost $50.23 Unrealized
HPQ HP INC 0.5%
Value ($000) $2,539 Shares 70,787 Est. Cost $28.67 Unrealized +16.0%
FIDU FIDELITY COVINGTON TRUST 0.5%
Value ($000) $2,499 Shares 34,620 Est. Cost $55.45 Unrealized
TEL TE CONNECTIVITY PLC 0.5%
Value ($000) $2,421 Shares 16,032 Est. Cost $146.90 Unrealized 0.0%
DE DEERE & CO 0.5%
Value ($000) $2,345 Shares 5,620 Est. Cost $361.82 Unrealized +2.1%
EBAY EBAY INC. 0.5%
Value ($000) $2,340 Shares 35,946 Est. Cost $52.64 Unrealized +6.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.5%
Value ($000) $2,307 Shares 112,764 Est. Cost $13.94 Unrealized +31.8%
MOAT VANECK ETF TRUST 0.4%
Value ($000) $2,245 Shares 23,153 Est. Cost $89.90 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $2,240 Shares 13,172 Est. Cost $142.66 Unrealized +20.0%
DOW DOW INC 0.4%
Value ($000) $2,224 Shares 40,701 Est. Cost $43.87 Unrealized +9.2%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $2,161 Shares 26,846 Est. Cost $60.20 Unrealized +13.8%
SPYG SPDR SER TR 0.4%
Value ($000) $2,141 Shares 25,818 Est. Cost $74.95 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $1,988 Shares 48,155 Est. Cost $41.28 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $1,963 Shares 2,535 Est. Cost $377.68 Unrealized +105.2%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,953 Shares 9,664 Est. Cost $141.37 Unrealized +43.1%
QMOM EA SERIES TRUST 0.4%
Value ($000) $1,948 Shares 30,352 Est. Cost $63.45 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,945 Shares 11,436 Est. Cost $152.85 Unrealized +6.6%
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $1,932 Shares 8,050 Est. Cost $184.27 Unrealized +32.5%
PNR PENTAIR PLC 0.4%
Value ($000) $1,905 Shares 19,476 Est. Cost $79.30 Unrealized +6.5%
QVAL EA SERIES TRUST 0.4%
Value ($000) $1,871 Shares 40,552 Est. Cost $45.74 Unrealized
JBL JABIL INC 0.4%
Value ($000) $1,869 Shares 15,597 Est. Cost $125.13 Unrealized -13.4%
CE CELANESE CORP DEL 0.4%
Value ($000) $1,809 Shares 13,303 Est. Cost $129.33 Unrealized +0.7%
SPYV SPDR SER TR 0.4%
Value ($000) $1,803 Shares 34,115 Est. Cost $41.63 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,774 Shares 10,163 Est. Cost $174.57 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,766 Shares 21,871 Est. Cost $52.42 Unrealized +38.3%
FDIS FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,714 Shares 19,377 Est. Cost $78.21 Unrealized
SPSB SPDR SER TR 0.3%
Value ($000) $1,710 Shares 56,464 Est. Cost $30.04 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,695 Shares 16,735 Est. Cost $100.21 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $1,657 Shares 20,638 Est. Cost $85.27 Unrealized -7.1%
IWM ISHARES TR 0.3%
Value ($000) $1,654 Shares 7,486 Est. Cost $211.38 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,641 Shares 4,049 Est. Cost $312.64 Unrealized +12.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.3%
Value ($000) $1,597 Shares 118,884 Est. Cost $13.43 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,547 Shares 30,295 Est. Cost $44.41 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $1,500 Shares 1,838 Est. Cost $807.17 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,476 Shares 26,803 Est. Cost $44.84 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $1,432 Shares 14,600 Est. Cost $97.63 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,404 Shares 40,957 Est. Cost $25.62 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,376 Shares 5,226 Est. Cost $237.40 Unrealized
IMOM EA SERIES TRUST 0.3%
Value ($000) $1,338 Shares 46,428 Est. Cost $28.81 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $1,298 Shares 18,527 Est. Cost $64.36 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,247 Shares 4,768 Est. Cost $239.82 Unrealized -4.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,239 Shares 7,471 Est. Cost $132.03 Unrealized +26.3%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,185 Shares 20,076 Est. Cost $58.00 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,159 Shares 18,143 Est. Cost $63.86 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,154 Shares 21,291 Est. Cost $54.20 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $1,138 Shares 24,145 Est. Cost $45.85 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $1,113 Shares 20,351 Est. Cost $47.28 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,111 Shares 11,608 Est. Cost $87.98 Unrealized
IVAL EA SERIES TRUST 0.2%
Value ($000) $1,065 Shares 41,306 Est. Cost $25.79 Unrealized
EYLD CAMBRIA ETF TR 0.2%
Value ($000) $1,046 Shares 30,222 Est. Cost $34.60 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,041 Shares 5,585 Est. Cost $148.29 Unrealized +23.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,026 Shares 8,749 Est. Cost $68.42 Unrealized +60.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $998 Shares 2,600 Est. Cost $383.93 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $979 Shares 13,629 Est. Cost $51.85 Unrealized +26.6%
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $962 Shares 19,455 Est. Cost $45.83 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $958 Shares 10,906 Est. Cost $88.27 Unrealized
SPTS SPDR SER TR 0.2%
Value ($000) $952 Shares 32,357 Est. Cost $28.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $951 Shares 21,176 Est. Cost $33.10 Unrealized +16.0%
EFG ISHARES TR 0.2%
Value ($000) $945 Shares 8,781 Est. Cost $103.70 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $938 Shares 16,311 Est. Cost $55.86 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $926 Shares 4,775 Est. Cost $270.51 Unrealized -22.7%
IJH ISHARES TR 0.2%
Value ($000) $910 Shares 14,605 Est. Cost $62.32 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $900 Shares 1,572 Est. Cost $269.76 Unrealized +89.8%
SPTI SPDR SER TR 0.2%
Value ($000) $882 Shares 30,349 Est. Cost $28.87 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $870 Shares 8,383 Est. Cost $70.92 Unrealized +39.5%
QUAL ISHARES TR 0.2%
Value ($000) $862 Shares 4,806 Est. Cost $165.90 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $850 Shares 3,134 Est. Cost $164.08 Unrealized +49.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $848 Shares 4,894 Est. Cost $134.50 Unrealized +22.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $845 Shares 1,446 Est. Cost $455.05 Unrealized +20.5%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $826 Shares 10,995 Est. Cost $71.36 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $821 Shares 3,893 Est. Cost $158.50 Unrealized +29.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $812 Shares 1,765 Est. Cost $354.67 Unrealized +24.7%
SPHY SPDR SER TR 0.2%
Value ($000) $802 Shares 33,351 Est. Cost $24.05 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $802 Shares 17,622 Est. Cost $42.27 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $784 Shares 884 Est. Cost $485.78 Unrealized +77.4%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $767 Shares 15,162 Est. Cost $39.19 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $725 Shares 6,621 Est. Cost $68.87 Unrealized +43.7%
EFA ISHARES TR 0.1%
Value ($000) $725 Shares 8,665 Est. Cost $78.53 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $701 Shares 16,779 Est. Cost $37.27 Unrealized +1.3%
CTVA CORTEVA INC 0.1%
Value ($000) $677 Shares 11,507 Est. Cost $54.83 Unrealized -1.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $649 Shares 2,736 Est. Cost $237.25 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $634 Shares 6,091 Est. Cost $84.22 Unrealized +12.1%
PFF ISHARES TR 0.1%
Value ($000) $619 Shares 18,640 Est. Cost $30.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $613 Shares 1,049 Est. Cost $412.28 Unrealized +25.2%
V VISA INC 0.1%
Value ($000) $588 Shares 2,138 Est. Cost $248.64 Unrealized +7.7%
KELLANOVA 0.1%
Value ($000) $585 Shares 7,254 Est. Cost $56.74 Unrealized +20.6%
EMXC ISHARES INC 0.1%
Value ($000) $580 Shares 9,489 Est. Cost $58.72 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $567 Shares 5,898 Est. Cost $136.63 Unrealized -33.7%
GMOM CAMBRIA ETF TR 0.1%
Value ($000) $562 Shares 18,982 Est. Cost $29.60 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $560 Shares 3,605 Est. Cost $128.58 Unrealized +13.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $547 Shares 9,185 Est. Cost $53.69 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $544 Shares 25,596 Est. Cost $21.27 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $539 Shares 1,037 Est. Cost $414.16 Unrealized +25.7%
SHY ISHARES TR 0.1%
Value ($000) $536 Shares 6,451 Est. Cost $81.21 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $535 Shares 2,283 Est. Cost $215.32 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $531 Shares 2,407 Est. Cost $189.39 Unrealized +3.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $523 Shares 4,309 Est. Cost $82.45 Unrealized +33.2%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $517 Shares 2,399 Est. Cost $128.36 Unrealized +49.5%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $514 Shares 29,619 Est. Cost $14.07 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $502 Shares 22,878 Est. Cost $19.19 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $501 Shares 5,557 Est. Cost $69.46 Unrealized +17.5%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $500 Shares 10,595 Est. Cost $47.21 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $491 Shares 9,605 Est. Cost $51.12 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $490 Shares 1,029 Est. Cost $426.59 Unrealized +5.0%
QYLD GLOBAL X FDS 0.1%
Value ($000) $490 Shares 27,138 Est. Cost $16.89 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $486 Shares 5,808 Est. Cost $83.75 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $480 Shares 3,376 Est. Cost $116.29 Unrealized +15.4%
LOW LOWES COS INC 0.1%
Value ($000) $475 Shares 1,754 Est. Cost $213.01 Unrealized +10.9%
TIPX SPDR SER TR 0.1%
Value ($000) $474 Shares 25,020 Est. Cost $18.95 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $469 Shares 507 Est. Cost $853.35 Unrealized 0.0%
MLPA GLOBAL X FDS 0.1%
Value ($000) $467 Shares 9,730 Est. Cost $44.59 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $461 Shares 4,217 Est. Cost $88.48 Unrealized +18.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $460 Shares 1,891 Est. Cost $243.00 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $459 Shares 2,330 Est. Cost $186.93 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $452 Shares 9,384 Est. Cost $48.14 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $449 Shares 4,546 Est. Cost $105.10 Unrealized -4.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $449 Shares 1,949 Est. Cost $176.24 Unrealized +24.9%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $442 Shares 6,093 Est. Cost $75.95 Unrealized -4.2%
DVA DAVITA INC 0.1%
Value ($000) $442 Shares 2,698 Est. Cost $95.23 Unrealized +55.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $439 Shares 7,985 Est. Cost $48.69 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $435 Shares 14,543 Est. Cost $29.89 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $427 Shares 1,620 Est. Cost $245.76 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $427 Shares 1,507 Est. Cost $245.65 Unrealized
SPTL SPDR SER TR 0.1%
Value ($000) $427 Shares 14,673 Est. Cost $29.07 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $421 Shares 5,993 Est. Cost $118.18 Unrealized -22.8%
GMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $419 Shares 11,416 Est. Cost $34.42 Unrealized
TAXF AMERICAN CENTY ETF TR 0.1%
Value ($000) $414 Shares 8,059 Est. Cost $50.35 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $411 Shares 779 Est. Cost $501.54 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $404 Shares 3,788 Est. Cost $100.93 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $401 Shares 6,643 Est. Cost $60.42 Unrealized
IAGG ISHARES TR 0.1%
Value ($000) $399 Shares 7,697 Est. Cost $51.82 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $399 Shares 9,610 Est. Cost $38.89 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $393 Shares 2,589 Est. Cost $135.21 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $390 Shares 4,653 Est. Cost $75.03 Unrealized +5.1%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $390 Shares 4,908 Est. Cost $79.42 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $386 Shares 2,509 Est. Cost $147.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $385 Shares 676 Est. Cost $465.27 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $383 Shares 7,395 Est. Cost $43.73 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $383 Shares 7,502 Est. Cost $37.64 Unrealized +20.9%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $379 Shares 11,096 Est. Cost $34.13 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $371 Shares 13,539 Est. Cost $25.09 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $368 Shares 8,014 Est. Cost $47.55 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $366 Shares 5,143 Est. Cost $71.10 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $358 Shares 2,958 Est. Cost $111.08 Unrealized 0.0%
WAB WABTEC 0.1%
Value ($000) $354 Shares 1,950 Est. Cost $162.97 Unrealized 0.0%
FOX FOX CORP 0.1%
Value ($000) $354 Shares 9,115 Est. Cost $29.69 Unrealized +19.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $353 Shares 3,870 Est. Cost $81.49 Unrealized 0.0%
GJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $351 Shares 9,912 Est. Cost $34.11 Unrealized
COM DIREXION SHS ETF TR 0.1%
Value ($000) $349 Shares 12,150 Est. Cost $28.74 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $344 Shares 664 Est. Cost $441.77 Unrealized +24.2%
UNP UNION PAC CORP 0.1%
Value ($000) $343 Shares 1,391 Est. Cost $234.64 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $338 Shares 7,106 Est. Cost $47.53 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $338 Shares 7,058 Est. Cost $47.85 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $328 Shares 6,373 Est. Cost $51.50 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $327 Shares 2,401 Est. Cost $144.83 Unrealized -16.8%
IGSB ISHARES TR 0.1%
Value ($000) $325 Shares 6,181 Est. Cost $52.66 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $324 Shares 4,534 Est. Cost $71.54 Unrealized
QYLG GLOBAL X FDS 0.1%
Value ($000) $320 Shares 9,951 Est. Cost $26.45 Unrealized
BA BOEING CO 0.1%
Value ($000) $319 Shares 2,096 Est. Cost $193.12 Unrealized -11.2%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $315 Shares 2,851 Est. Cost $78.21 Unrealized +20.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $314 Shares 5,955 Est. Cost $52.81 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $314 Shares 6,437 Est. Cost $32.00 Unrealized +38.1%
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $310 Shares 11,027 Est. Cost $23.45 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $305 Shares 1,590 Est. Cost $208.85 Unrealized -10.9%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $299 Shares 7,150 Est. Cost $41.76 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $296 Shares 772 Est. Cost $144.46 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $296 Shares 2,117 Est. Cost $139.31 Unrealized -4.7%
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $290 Shares 7,176 Est. Cost $36.44 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $289 Shares 5,782 Est. Cost $37.20 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $288 Shares 2,193 Est. Cost $111.74 Unrealized +7.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $287 Shares 4,272 Est. Cost $54.08 Unrealized
KR KROGER CO 0.1%
Value ($000) $287 Shares 5,014 Est. Cost $52.14 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $287 Shares 4,629 Est. Cost $55.06 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $287 Shares 6,036 Est. Cost $37.72 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $284 Shares 2,417 Est. Cost $90.34 Unrealized +18.5%
USHY ISHARES TR 0.1%
Value ($000) $280 Shares 7,430 Est. Cost $37.65 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $278 Shares 11,994 Est. Cost $23.17 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $276 Shares 3,573 Est. Cost $66.82 Unrealized +9.1%
BIL SPDR SER TR 0.1%
Value ($000) $275 Shares 2,995 Est. Cost $91.71 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $274 Shares 2,622 Est. Cost $98.04 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $273 Shares 7,088 Est. Cost $38.53 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $272 Shares 5,381 Est. Cost $60.71 Unrealized
CSX CSX CORP 0.1%
Value ($000) $270 Shares 7,819 Est. Cost $31.13 Unrealized +6.7%
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $270 Shares 5,171 Est. Cost $47.40 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $269 Shares 10,102 Est. Cost $23.74 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $267 Shares 2,775 Est. Cost $77.23 Unrealized +9.6%
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $266 Shares 5,284 Est. Cost $47.86 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 1,173 Est. Cost $225.76 Unrealized
EMHC SPDR SER TR 0.1%
Value ($000) $263 Shares 10,483 Est. Cost $25.11 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $260 Shares 1,940 Est. Cost $133.97 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $258 Shares 1,368 Est. Cost $167.93 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $254 Shares 10,567 Est. Cost $24.08 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $254 Shares 131 Est. Cost $1292.47 Unrealized +32.4%
SJNK SPDR SER TR 0.0%
Value ($000) $253 Shares 9,809 Est. Cost $24.46 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $247 Shares 7,982 Est. Cost $26.85 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $246 Shares 4,836 Est. Cost $41.07 Unrealized +4.4%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $239 Shares 7,199 Est. Cost $30.41 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $237 Shares 1,420 Est. Cost $168.84 Unrealized -0.4%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $237 Shares 2,647 Est. Cost $89.37 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $236 Shares 6,525 Est. Cost $34.99 Unrealized
FMB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $236 Shares 4,550 Est. Cost $51.66 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $236 Shares 840 Est. Cost $284.07 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $235 Shares 2,040 Est. Cost $105.91 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $234 Shares 1,737 Est. Cost $149.83 Unrealized -7.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $233 Shares 1,580 Est. Cost $139.96 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $233 Shares 1,717 Est. Cost $122.15 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $231 Shares 795 Est. Cost $52.53 Unrealized 0.0%
TAIL CAMBRIA ETF TR 0.0%
Value ($000) $229 Shares 18,987 Est. Cost $12.05 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $229 Shares 2,206 Est. Cost $93.13 Unrealized +11.7%
TFLO ISHARES TR 0.0%
Value ($000) $229 Shares 4,518 Est. Cost $50.68 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $229 Shares 5,629 Est. Cost $35.52 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $228 Shares 832 Est. Cost $253.82 Unrealized 0.0%
FLOT ISHARES TR 0.0%
Value ($000) $227 Shares 4,453 Est. Cost $51.06 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $227 Shares 2,912 Est. Cost $72.12 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $225 Shares 1,336 Est. Cost $142.97 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $225 Shares 364 Est. Cost $589.13 Unrealized 0.0%
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $222 Shares 12,019 Est. Cost $18.48 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $218 Shares 2,111 Est. Cost $83.90 Unrealized 0.0%
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $217 Shares 4,500 Est. Cost $47.24 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $216 Shares 1,076 Est. Cost $164.57 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 2,868 Est. Cost $70.40 Unrealized 0.0%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $215 Shares 4,236 Est. Cost $50.65 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $212 Shares 3,909 Est. Cost $54.33 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $205 Shares 4,963 Est. Cost $40.25 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $205 Shares 2,468 Est. Cost $83.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $204 Shares 1,360 Est. Cost $146.81 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $202 Shares 2,221 Est. Cost $78.00 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $202 Shares 2,589 Est. Cost $78.04 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $151 Shares 15,019 Est. Cost $10.04 Unrealized
GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $102 Shares 18,068 Est. Cost $5.63 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $85 Shares 13,680 Est. Cost $5.42 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $84 Shares 26,885 Est. Cost $2.60 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $37 Shares 17,325 Est. Cost $2.32 Unrealized 0.0%
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $35 Shares 11,155 Est. Cost $3.26 Unrealized 0.0%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $22 Shares 20,000 Est. Cost $1.01 Unrealized 0.0%