Paradigm Financial Partners, LLC Diversified Active

CIK: 0001766564 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $921,274 (100.0% shares, 0.0% debt)

Holdings (343)

SPOT SPOTIFY TECHNOLOGY S A 8.2%
Value ($000) $75,895 Shares 98,907 Est. Cost $423.76 Unrealized +51.5%
NVDA NVIDIA CORPORATION 3.8%
Value ($000) $35,160 Shares 222,547 Est. Cost $103.30 Unrealized +21.8%
MSFT MICROSOFT CORP 3.4%
Value ($000) $31,252 Shares 62,830 Est. Cost $262.06 Unrealized +65.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $21,068 Shares 96,031 Est. Cost $149.03 Unrealized +32.8%
AAPL APPLE INC 2.2%
Value ($000) $20,662 Shares 100,707 Est. Cost $130.65 Unrealized +54.2%
BIL SPDR SERIES TRUST 2.1%
Value ($000) $18,953 Shares 206,618 Est. Cost $91.75 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $15,141 Shares 85,913 Est. Cost $118.47 Unrealized +37.8%
SHYG ISHARES TR 1.6%
Value ($000) $15,018 Shares 348,131 Est. Cost $41.92 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $11,704 Shares 53,535 Est. Cost $144.35 Unrealized +11.4%
HYG ISHARES TR 1.2%
Value ($000) $11,436 Shares 141,804 Est. Cost $80.19 Unrealized
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $11,117 Shares 38,347 Est. Cost $123.54 Unrealized +104.5%
GDX VANECK ETF TRUST 1.1%
Value ($000) $10,477 Shares 201,257 Est. Cost $35.95 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $10,049 Shares 18,216 Est. Cost $477.59 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $9,751 Shares 42,939 Est. Cost $181.67 Unrealized
WMB WILLIAMS COS INC 1.0%
Value ($000) $9,595 Shares 152,760 Est. Cost $35.24 Unrealized +63.6%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $9,312 Shares 16,571 Est. Cost $271.25 Unrealized +103.3%
V VISA INC 1.0%
Value ($000) $9,126 Shares 25,705 Est. Cost $174.45 Unrealized +98.9%
CPNG COUPANG INC 1.0%
Value ($000) $8,858 Shares 295,659 Est. Cost $24.43 Unrealized +4.9%
AGNC AGNC INVT CORP 1.0%
Value ($000) $8,773 Shares 954,599 Est. Cost $9.46 Unrealized
LNG CHENIERE ENERGY INC 0.9%
Value ($000) $8,587 Shares 35,262 Est. Cost $192.12 Unrealized +20.6%
GOOG ALPHABET INC 0.9%
Value ($000) $8,483 Shares 47,820 Est. Cost $156.71 Unrealized +5.2%
AMLP ALPS ETF TR 0.9%
Value ($000) $8,194 Shares 167,696 Est. Cost $48.26 Unrealized
GLD SPDR GOLD TR 0.9%
Value ($000) $8,160 Shares 26,769 Est. Cost $233.54 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $7,874 Shares 75,506 Est. Cost $101.00 Unrealized
IUSB ISHARES TR 0.8%
Value ($000) $7,714 Shares 166,852 Est. Cost $45.33 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value ($000) $7,693 Shares 314,770 Est. Cost $31.82 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $7,576 Shares 160,980 Est. Cost $46.75 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $7,320 Shares 9,917 Est. Cost $499.60 Unrealized +23.4%
XMHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $7,264 Shares 73,938 Est. Cost $99.84 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $7,068 Shares 11,439 Est. Cost $546.63 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $7,050 Shares 19,749 Est. Cost $288.34 Unrealized +6.4%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $6,972 Shares 7,043 Est. Cost $361.41 Unrealized +174.1%
CCJ CAMECO CORP 0.8%
Value ($000) $6,964 Shares 93,812 Est. Cost $46.51 Unrealized +14.5%
TMUS T-MOBILE US INC 0.8%
Value ($000) $6,911 Shares 29,008 Est. Cost $122.50 Unrealized +97.1%
IWY ISHARES TR 0.7%
Value ($000) $6,906 Shares 28,016 Est. Cost $212.90 Unrealized
WMT WALMART INC 0.7%
Value ($000) $6,862 Shares 70,181 Est. Cost $52.73 Unrealized +79.7%
BYLD ISHARES TR 0.7%
Value ($000) $6,763 Shares 299,098 Est. Cost $22.35 Unrealized
CYBERARK SOFTWARE LTD 0.7%
Value ($000) $6,727 Shares 16,532 Est. Cost $306.26 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $6,713 Shares 21,132 Est. Cost $237.20 Unrealized +27.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $6,684 Shares 13,759 Est. Cost $235.56 Unrealized +115.6%
CTAS CINTAS CORP 0.7%
Value ($000) $6,360 Shares 28,537 Est. Cost $155.33 Unrealized +37.8%
HD HOME DEPOT INC 0.7%
Value ($000) $6,329 Shares 17,261 Est. Cost $236.96 Unrealized +50.2%
TOTL SSGA ACTIVE ETF TR 0.7%
Value ($000) $6,086 Shares 151,732 Est. Cost $39.75 Unrealized
TT TRANE TECHNOLOGIES PLC 0.7%
Value ($000) $6,004 Shares 13,727 Est. Cost $168.17 Unrealized +133.7%
AVGO BROADCOM INC 0.6%
Value ($000) $5,829 Shares 21,147 Est. Cost $158.07 Unrealized +36.6%
IBN ICICI BANK LIMITED 0.6%
Value ($000) $5,686 Shares 169,034 Est. Cost $29.88 Unrealized
MSTR MICROSTRATEGY INC 0.6%
Value ($000) $5,520 Shares 13,655 Est. Cost $152.46 Unrealized +138.9%
IVV ISHARES TR 0.6%
Value ($000) $5,327 Shares 8,579 Est. Cost $577.51 Unrealized
PWR QUANTA SVCS INC 0.6%
Value ($000) $5,183 Shares 13,708 Est. Cost $170.72 Unrealized +87.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,848 Shares 16,592 Est. Cost $186.95 Unrealized +62.4%
CACI CACI INTL INC 0.5%
Value ($000) $4,719 Shares 9,900 Est. Cost $402.90 Unrealized +10.0%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $4,705 Shares 56,741 Est. Cost $81.28 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $4,677 Shares 12,090 Est. Cost $349.29 Unrealized +10.3%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,402 Shares 63,417 Est. Cost $61.00 Unrealized +11.6%
IJH ISHARES TR 0.5%
Value ($000) $4,344 Shares 70,045 Est. Cost $66.77 Unrealized
EMB ISHARES TR 0.5%
Value ($000) $4,166 Shares 44,978 Est. Cost $89.75 Unrealized
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $4,106 Shares 19,297 Est. Cost $140.60 Unrealized +31.6%
SKYY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $4,039 Shares 33,206 Est. Cost $100.66 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $4,024 Shares 44,105 Est. Cost $77.92 Unrealized +6.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,804 Shares 12,193 Est. Cost $325.74 Unrealized +15.1%
GRID FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $3,782 Shares 27,202 Est. Cost $116.87 Unrealized
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $3,764 Shares 90,506 Est. Cost $41.52 Unrealized
IREN IREN LIMITED 0.4%
Value ($000) $3,735 Shares 256,360 Est. Cost $8.58 Unrealized -5.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,712 Shares 34,431 Est. Cost $102.67 Unrealized +1.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $3,702 Shares 6,812 Est. Cost $491.28 Unrealized +6.4%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $3,617 Shares 83,444 Est. Cost $40.15 Unrealized -6.1%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $3,536 Shares 6,707 Est. Cost $350.46 Unrealized +41.7%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $3,522 Shares 8,686 Est. Cost $323.49 Unrealized +28.9%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $3,452 Shares 4,942 Est. Cost $377.67 Unrealized +66.4%
REM ISHARES TR 0.4%
Value ($000) $3,447 Shares 161,240 Est. Cost $22.23 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $3,423 Shares 8,936 Est. Cost $129.23 Unrealized +177.5%
CRM SALESFORCE INC 0.4%
Value ($000) $3,401 Shares 12,471 Est. Cost $236.75 Unrealized +12.4%
CME CME GROUP INC 0.4%
Value ($000) $3,396 Shares 12,320 Est. Cost $168.34 Unrealized +59.5%
NOW SERVICENOW INC 0.4%
Value ($000) $3,379 Shares 3,287 Est. Cost $166.04 Unrealized +13.6%
MTZ MASTEC INC 0.4%
Value ($000) $3,379 Shares 19,825 Est. Cost $43.06 Unrealized +234.5%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $3,367 Shares 7,562 Est. Cost $385.62 Unrealized +19.5%
HYD VANECK ETF TRUST 0.4%
Value ($000) $3,337 Shares 66,451 Est. Cost $52.16 Unrealized
MLPA GLOBAL X FDS 0.4%
Value ($000) $3,292 Shares 65,586 Est. Cost $48.72 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $3,162 Shares 2,361 Est. Cost $70.49 Unrealized +60.4%
BKDV BNY MELLON ETF TRUST II 0.3%
Value ($000) $3,120 Shares 117,265 Est. Cost $25.33 Unrealized
URA GLOBAL X FDS 0.3%
Value ($000) $3,097 Shares 79,805 Est. Cost $27.92 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $3,088 Shares 25,814 Est. Cost $108.09 Unrealized +3.7%
IEFA ISHARES TR 0.3%
Value ($000) $3,048 Shares 36,512 Est. Cost $73.26 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $3,046 Shares 21,893 Est. Cost $104.24 Unrealized +35.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,965 Shares 10,057 Est. Cost $143.93 Unrealized +76.4%
SPHY SPDR SERIES TRUST 0.3%
Value ($000) $2,948 Shares 123,886 Est. Cost $22.99 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $2,941 Shares 121,372 Est. Cost $24.23 Unrealized
OKE ONEOK INC NEW 0.3%
Value ($000) $2,853 Shares 34,955 Est. Cost $80.67 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,841 Shares 5,683 Est. Cost $308.13 Unrealized +57.8%
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,825 Shares 80,066 Est. Cost $35.90 Unrealized
IGEB ISHARES TR 0.3%
Value ($000) $2,735 Shares 60,195 Est. Cost $44.89 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $2,730 Shares 20,676 Est. Cost $110.93 Unrealized +18.1%
SNPS SYNOPSYS INC 0.3%
Value ($000) $2,643 Shares 5,156 Est. Cost $290.03 Unrealized +60.6%
TJX TJX COS INC NEW 0.3%
Value ($000) $2,637 Shares 21,351 Est. Cost $77.29 Unrealized +62.9%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $2,567 Shares 20,824 Est. Cost $101.99 Unrealized -8.6%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2,547 Shares 40,597 Est. Cost $57.48 Unrealized
LIN LINDE PLC 0.3%
Value ($000) $2,475 Shares 5,275 Est. Cost $355.67 Unrealized +27.2%
IWM ISHARES TR 0.3%
Value ($000) $2,457 Shares 11,388 Est. Cost $215.79 Unrealized
TEM TEMPUS AI INC 0.3%
Value ($000) $2,454 Shares 38,627 Est. Cost $56.90 Unrealized +0.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $2,439 Shares 17,189 Est. Cost $118.25 Unrealized -7.9%
FEMS FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $2,426 Shares 59,745 Est. Cost $38.04 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,422 Shares 41,305 Est. Cost $32.81 Unrealized +70.5%
IWR ISHARES TR 0.3%
Value ($000) $2,403 Shares 26,129 Est. Cost $91.97 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $2,339 Shares 14,997 Est. Cost $126.19 Unrealized +24.7%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,312 Shares 2,966 Est. Cost $841.79 Unrealized -8.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,249 Shares 25,805 Est. Cost $86.55 Unrealized -3.5%
BBCB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,224 Shares 48,665 Est. Cost $44.89 Unrealized
FLG FLAGSTAR FINANCIAL INC 0.2%
Value ($000) $2,205 Shares 207,985 Est. Cost $11.28 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,196 Shares 50,762 Est. Cost $38.80 Unrealized +7.8%
XAR SPDR SERIES TRUST 0.2%
Value ($000) $2,195 Shares 10,407 Est. Cost $139.98 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,192 Shares 3,867 Est. Cost $331.29 Unrealized +69.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,121 Shares 13,311 Est. Cost $95.81 Unrealized +67.8%
ITOT ISHARES TR 0.2%
Value ($000) $2,120 Shares 15,701 Est. Cost $79.99 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $2,093 Shares 22,290 Est. Cost $93.00 Unrealized
T AT&T INC 0.2%
Value ($000) $2,036 Shares 70,354 Est. Cost $16.17 Unrealized +66.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,024 Shares 44,095 Est. Cost $46.56 Unrealized
HACK AMPLIFY ETF TR 0.2%
Value ($000) $1,985 Shares 22,985 Est. Cost $67.67 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,981 Shares 10,879 Est. Cost $69.51 Unrealized +140.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,951 Shares 3,434 Est. Cost $510.82 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,940 Shares 10,453 Est. Cost $144.69 Unrealized +26.2%
FSK FS KKR CAP CORP 0.2%
Value ($000) $1,937 Shares 93,370 Est. Cost $9.81 Unrealized +84.8%
IRT INDEPENDENCE RLTY TR INC 0.2%
Value ($000) $1,934 Shares 109,345 Est. Cost $25.25 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,910 Shares 62,268 Est. Cost $31.17 Unrealized
EPI WISDOMTREE TR 0.2%
Value ($000) $1,907 Shares 40,177 Est. Cost $47.61 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,886 Shares 4,073 Est. Cost $356.83 Unrealized +28.7%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $1,800 Shares 7,301 Est. Cost $84.46 Unrealized +190.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,789 Shares 37,809 Est. Cost $39.78 Unrealized +4.2%
HEFA ISHARES TR 0.2%
Value ($000) $1,765 Shares 46,486 Est. Cost $35.24 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,744 Shares 25,136 Est. Cost $44.54 Unrealized +35.6%
KLAC KLA CORP 0.2%
Value ($000) $1,732 Shares 1,934 Est. Cost $604.39 Unrealized +23.9%
SUB ISHARES TR 0.2%
Value ($000) $1,723 Shares 16,200 Est. Cost $105.59 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,716 Shares 11,231 Est. Cost $144.03 Unrealized +4.7%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1,709 Shares 7,822 Est. Cost $173.47 Unrealized +11.1%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,662 Shares 27,795 Est. Cost $59.21 Unrealized
RBLX ROBLOX CORP 0.2%
Value ($000) $1,634 Shares 15,535 Est. Cost $50.32 Unrealized +56.1%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value ($000) $1,591 Shares 12,537 Est. Cost $57.05 Unrealized +115.5%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,524 Shares 1,902 Est. Cost $505.01 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $1,520 Shares 2,873 Est. Cost $343.83 Unrealized +21.0%
IGSB ISHARES TR 0.2%
Value ($000) $1,492 Shares 28,282 Est. Cost $50.97 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,462 Shares 6,170 Est. Cost $221.33 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,460 Shares 3,438 Est. Cost $389.24 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,433 Shares 12,148 Est. Cost $74.80 Unrealized +54.3%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $1,433 Shares 17,243 Est. Cost $57.52 Unrealized +41.3%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $1,403 Shares 9,424 Est. Cost $74.56 Unrealized +89.0%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $1,398 Shares 31,231 Est. Cost $33.04 Unrealized +16.6%
KO COCA COLA CO 0.1%
Value ($000) $1,365 Shares 19,290 Est. Cost $42.71 Unrealized +63.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,349 Shares 6,594 Est. Cost $139.29 Unrealized +33.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,328 Shares 9,276 Est. Cost $93.98 Unrealized +45.8%
PAVE GLOBAL X FDS 0.1%
Value ($000) $1,327 Shares 30,438 Est. Cost $40.41 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $1,317 Shares 32,009 Est. Cost $22.08 Unrealized +65.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,299 Shares 9,531 Est. Cost $61.44 Unrealized +90.9%
MRK MERCK & CO INC 0.1%
Value ($000) $1,291 Shares 16,308 Est. Cost $64.60 Unrealized +19.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,287 Shares 12,752 Est. Cost $94.10 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1,232 Shares 11,877 Est. Cost $64.00 Unrealized +59.3%
C CITIGROUP INC 0.1%
Value ($000) $1,223 Shares 14,367 Est. Cost $42.99 Unrealized +65.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,205 Shares 12,915 Est. Cost $69.88 Unrealized +17.8%
MET METLIFE INC 0.1%
Value ($000) $1,201 Shares 14,938 Est. Cost $43.88 Unrealized +72.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,199 Shares 1,694 Est. Cost $521.83 Unrealized +9.6%
IAI ISHARES TR 0.1%
Value ($000) $1,172 Shares 6,932 Est. Cost $169.13 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,164 Shares 29,086 Est. Cost $33.95 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,158 Shares 24,737 Est. Cost $36.21 Unrealized +27.0%
COPX GLOBAL X FDS 0.1%
Value ($000) $1,111 Shares 24,690 Est. Cost $45.00 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $1,107 Shares 10,110 Est. Cost $109.50 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $1,095 Shares 24,202 Est. Cost $42.57 Unrealized -4.2%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $1,078 Shares 148,486 Est. Cost $4.62 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,047 Shares 12,825 Est. Cost $80.63 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,047 Shares 7,884 Est. Cost $129.23 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $1,041 Shares 22,406 Est. Cost $27.08 Unrealized +33.7%
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $1,031 Shares 34,166 Est. Cost $29.71 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $1,018 Shares 54,099 Est. Cost $19.10 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,008 Shares 6,071 Est. Cost $50.15 Unrealized +194.9%
AMGN AMGEN INC 0.1%
Value ($000) $1,004 Shares 3,597 Est. Cost $240.10 Unrealized +15.7%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $980 Shares 7,628 Est. Cost $94.62 Unrealized +2.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $966 Shares 3,384 Est. Cost $249.65 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $965 Shares 7,286 Est. Cost $97.12 Unrealized +35.2%
COWZ PACER FDS TR 0.1%
Value ($000) $961 Shares 17,437 Est. Cost $54.56 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $961 Shares 4,175 Est. Cost $208.04 Unrealized +5.0%
NI NISOURCE INC 0.1%
Value ($000) $955 Shares 23,681 Est. Cost $25.42 Unrealized +51.9%
IWS ISHARES TR 0.1%
Value ($000) $948 Shares 7,174 Est. Cost $107.38 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $932 Shares 3,619 Est. Cost $174.05 Unrealized +25.6%
FE FIRSTENERGY CORP 0.1%
Value ($000) $932 Shares 23,139 Est. Cost $34.81 Unrealized +15.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $930 Shares 35,093 Est. Cost $53.57 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $918 Shares 7,406 Est. Cost $111.74 Unrealized -8.0%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $918 Shares 27,807 Est. Cost $28.36 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $918 Shares 3,168 Est. Cost $280.83 Unrealized +2.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $911 Shares 10,823 Est. Cost $58.60 Unrealized +34.7%
IGIB ISHARES TR 0.1%
Value ($000) $907 Shares 17,019 Est. Cost $51.23 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $896 Shares 36,973 Est. Cost $28.85 Unrealized -22.5%
MUB ISHARES TR 0.1%
Value ($000) $893 Shares 8,546 Est. Cost $106.55 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $886 Shares 36,099 Est. Cost $36.22 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $873 Shares 10,814 Est. Cost $44.14 Unrealized +78.9%
EDV VANGUARD WORLD FD 0.1%
Value ($000) $871 Shares 12,947 Est. Cost $70.09 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $871 Shares 17,607 Est. Cost $46.43 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $870 Shares 3,980 Est. Cost $201.98 Unrealized +10.5%
CLOI VANECK ETF TRUST 0.1%
Value ($000) $867 Shares 16,371 Est. Cost $52.92 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $865 Shares 7,916 Est. Cost $110.76 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $864 Shares 9,581 Est. Cost $91.18 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $860 Shares 5,232 Est. Cost $139.67 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $853 Shares 8,114 Est. Cost $76.00 Unrealized +34.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $834 Shares 14,749 Est. Cost $53.95 Unrealized -1.5%
IEMG ISHARES INC 0.1%
Value ($000) $827 Shares 13,784 Est. Cost $53.33 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $810 Shares 11,366 Est. Cost $39.65 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $808 Shares 2,754 Est. Cost $268.52 Unrealized +7.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $803 Shares 7,242 Est. Cost $103.41 Unrealized +0.9%
DDWM WISDOMTREE TR 0.1%
Value ($000) $799 Shares 20,154 Est. Cost $35.03 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $787 Shares 8,636 Est. Cost $66.33 Unrealized +26.6%
SRE SEMPRA 0.1%
Value ($000) $777 Shares 10,250 Est. Cost $63.85 Unrealized +13.7%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $776 Shares 13,840 Est. Cost $39.67 Unrealized +38.5%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $765 Shares 20,820 Est. Cost $26.80 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $748 Shares 1,926 Est. Cost $350.78 Unrealized -5.7%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $746 Shares 9,381 Est. Cost $78.61 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $723 Shares 7,048 Est. Cost $91.94 Unrealized 0.0%
SJNK SPDR SERIES TRUST 0.1%
Value ($000) $708 Shares 27,799 Est. Cost $24.97 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $691 Shares 5,184 Est. Cost $92.11 Unrealized +23.3%
LQD ISHARES TR 0.1%
Value ($000) $682 Shares 6,219 Est. Cost $107.12 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $677 Shares 10,850 Est. Cost $52.64 Unrealized
CION CION INVT CORP 0.1%
Value ($000) $665 Shares 69,500 Est. Cost $6.08 Unrealized +38.9%
DOX AMDOCS LTD 0.1%
Value ($000) $665 Shares 7,285 Est. Cost $57.73 Unrealized +52.0%
EAT BRINKER INTL INC 0.1%
Value ($000) $643 Shares 3,567 Est. Cost $154.59 Unrealized +1.5%
INTU INTUIT 0.1%
Value ($000) $629 Shares 799 Est. Cost $636.17 Unrealized +6.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $627 Shares 9,859 Est. Cost $55.35 Unrealized +8.2%
CSX CSX CORP 0.1%
Value ($000) $619 Shares 18,973 Est. Cost $32.80 Unrealized -9.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $613 Shares 2,051 Est. Cost $225.28 Unrealized +34.4%
AOA ISHARES TR 0.1%
Value ($000) $612 Shares 7,343 Est. Cost $57.48 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $602 Shares 104 Est. Cost $4200.99 Unrealized +21.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $599 Shares 5,750 Est. Cost $79.22 Unrealized +31.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $582 Shares 2,320 Est. Cost $222.48 Unrealized +2.1%
MS MORGAN STANLEY 0.1%
Value ($000) $574 Shares 4,074 Est. Cost $107.97 Unrealized +12.0%
GVI ISHARES TR 0.1%
Value ($000) $548 Shares 5,132 Est. Cost $102.99 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $542 Shares 10,938 Est. Cost $48.96 Unrealized
COR CENCORA INC 0.1%
Value ($000) $536 Shares 1,788 Est. Cost $135.97 Unrealized +110.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $529 Shares 10,211 Est. Cost $53.04 Unrealized +1.4%
XPO XPO INC 0.1%
Value ($000) $527 Shares 4,175 Est. Cost $116.03 Unrealized -3.3%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $523 Shares 7,193 Est. Cost $58.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $513 Shares 11,073 Est. Cost $48.31 Unrealized -2.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $507 Shares 1,157 Est. Cost $378.07 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $488 Shares 3,589 Est. Cost $111.61 Unrealized +17.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $476 Shares 20,240 Est. Cost $17.53 Unrealized +17.4%
XEL XCEL ENERGY INC 0.1%
Value ($000) $469 Shares 6,884 Est. Cost $59.09 Unrealized +14.8%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $466 Shares 1,645 Est. Cost $257.51 Unrealized +6.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $466 Shares 2,923 Est. Cost $173.05 Unrealized -16.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $465 Shares 1,531 Est. Cost $242.99 Unrealized
HRB BLOCK H & R INC 0.1%
Value ($000) $462 Shares 8,419 Est. Cost $45.42 Unrealized +24.3%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $451 Shares 4,636 Est. Cost $94.58 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $443 Shares 2,242 Est. Cost $233.23 Unrealized -17.2%
SGOV ISHARES TR 0.0%
Value ($000) $438 Shares 4,347 Est. Cost $100.69 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $432 Shares 1,339 Est. Cost $247.76 Unrealized +6.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $431 Shares 2,355 Est. Cost $201.79 Unrealized -22.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $431 Shares 7,334 Est. Cost $58.46 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $428 Shares 411 Est. Cost $535.38 Unrealized +93.0%
F FORD MTR CO 0.0%
Value ($000) $427 Shares 39,388 Est. Cost $10.26 Unrealized -3.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $422 Shares 4,737 Est. Cost $89.43 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $415 Shares 939 Est. Cost $387.45 Unrealized +19.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $402 Shares 5,058 Est. Cost $63.95 Unrealized +17.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $398 Shares 4,383 Est. Cost $90.08 Unrealized -0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $398 Shares 4,962 Est. Cost $61.00 Unrealized +16.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $394 Shares 1,698 Est. Cost $193.48 Unrealized +3.2%
BX BLACKSTONE INC 0.0%
Value ($000) $393 Shares 2,628 Est. Cost $78.30 Unrealized +72.6%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $393 Shares 8,478 Est. Cost $45.71 Unrealized
DOW DOW INC 0.0%
Value ($000) $388 Shares 14,654 Est. Cost $27.80 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $388 Shares 5,598 Est. Cost $65.27 Unrealized +7.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $386 Shares 2,652 Est. Cost $119.26 Unrealized +23.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $385 Shares 10,782 Est. Cost $37.49 Unrealized -9.5%
VST VISTRA CORP 0.0%
Value ($000) $377 Shares 1,946 Est. Cost $87.85 Unrealized +67.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $377 Shares 11,151 Est. Cost $49.80 Unrealized -31.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $377 Shares 15,390 Est. Cost $30.11 Unrealized -21.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $369 Shares 2,554 Est. Cost $76.86 Unrealized +33.3%
SON SONOCO PRODS CO 0.0%
Value ($000) $364 Shares 8,362 Est. Cost $43.60 Unrealized -0.4%
ABNB AIRBNB INC 0.0%
Value ($000) $360 Shares 2,724 Est. Cost $144.53 Unrealized -12.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $356 Shares 1,117 Est. Cost $253.80 Unrealized +10.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $356 Shares 2,015 Est. Cost $160.40 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $353 Shares 4,715 Est. Cost $68.58 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $351 Shares 9,369 Est. Cost $36.94 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $351 Shares 7,279 Est. Cost $41.82 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $351 Shares 8,077 Est. Cost $43.57 Unrealized 0.0%
ACWI ISHARES TR 0.0%
Value ($000) $348 Shares 2,703 Est. Cost $110.13 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $347 Shares 948 Est. Cost $315.11 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $342 Shares 1,187 Est. Cost $239.61 Unrealized +3.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $335 Shares 565 Est. Cost $391.78 Unrealized +44.6%
IWO ISHARES TR 0.0%
Value ($000) $333 Shares 1,164 Est. Cost $287.86 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $332 Shares 6,371 Est. Cost $53.40 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $327 Shares 7,618 Est. Cost $40.39 Unrealized -5.9%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $327 Shares 5,742 Est. Cost $48.12 Unrealized +3.6%
DSI ISHARES TR 0.0%
Value ($000) $322 Shares 2,771 Est. Cost $114.06 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $311 Shares 5,579 Est. Cost $54.98 Unrealized
EQT EQT CORP 0.0%
Value ($000) $307 Shares 5,271 Est. Cost $53.58 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $307 Shares 861 Est. Cost $365.26 Unrealized -1.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $295 Shares 1,163 Est. Cost $228.37 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $293 Shares 4,258 Est. Cost $55.08 Unrealized
DE DEERE & CO 0.0%
Value ($000) $290 Shares 571 Est. Cost $463.10 Unrealized +4.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $286 Shares 3,532 Est. Cost $81.67 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $286 Shares 3,276 Est. Cost $93.66 Unrealized -16.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $281 Shares 711 Est. Cost $333.66 Unrealized +11.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $281 Shares 3,903 Est. Cost $83.09 Unrealized -23.1%
PHM PULTE GROUP INC 0.0%
Value ($000) $277 Shares 2,622 Est. Cost $112.72 Unrealized -11.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $276 Shares 657 Est. Cost $372.26 Unrealized +11.5%
HPQ HP INC 0.0%
Value ($000) $269 Shares 11,006 Est. Cost $27.24 Unrealized -9.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $268 Shares 2,536 Est. Cost $91.75 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $268 Shares 14,703 Est. Cost $13.15 Unrealized +0.3%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $262 Shares 1,512 Est. Cost $52.38 Unrealized +196.4%
DDOG DATADOG INC 0.0%
Value ($000) $261 Shares 1,945 Est. Cost $120.58 Unrealized -8.2%
NET CLOUDFLARE INC 0.0%
Value ($000) $255 Shares 1,303 Est. Cost $145.18 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $252 Shares 1,725 Est. Cost $125.27 Unrealized +5.2%
EFA ISHARES TR 0.0%
Value ($000) $252 Shares 2,815 Est. Cost $75.61 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $249 Shares 4,782 Est. Cost $44.66 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $249 Shares 3,702 Est. Cost $58.64 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $247 Shares 1,079 Est. Cost $203.50 Unrealized +12.8%
IHI ISHARES TR 0.0%
Value ($000) $246 Shares 3,934 Est. Cost $57.12 Unrealized
LEMB ISHARES INC 0.0%
Value ($000) $246 Shares 6,100 Est. Cost $37.46 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $245 Shares 4,480 Est. Cost $45.58 Unrealized +5.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $245 Shares 629 Est. Cost $394.55 Unrealized +0.5%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $243 Shares 11,479 Est. Cost $21.50 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $241 Shares 1,131 Est. Cost $212.78 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 1,765 Est. Cost $145.74 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $238 Shares 467 Est. Cost $433.57 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $236 Shares 3,439 Est. Cost $31.50 Unrealized -13.3%
WPC WP CAREY INC 0.0%
Value ($000) $235 Shares 3,761 Est. Cost $71.36 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $233 Shares 1,678 Est. Cost $104.46 Unrealized
CRH CRH PLC 0.0%
Value ($000) $231 Shares 2,514 Est. Cost $91.00 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $231 Shares 1,014 Est. Cost $255.77 Unrealized -15.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $226 Shares 795 Est. Cost $239.41 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $224 Shares 678 Est. Cost $317.87 Unrealized 0.0%
LAZ LAZARD INC 0.0%
Value ($000) $223 Shares 4,640 Est. Cost $41.82 Unrealized 0.0%
MINT PIMCO ETF TR 0.0%
Value ($000) $222 Shares 2,205 Est. Cost $100.62 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $222 Shares 990 Est. Cost $180.80 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $217 Shares 6,291 Est. Cost $34.51 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 8,656 Est. Cost $25.03 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $213 Shares 664 Est. Cost $288.06 Unrealized +13.7%
TGT TARGET CORP 0.0%
Value ($000) $212 Shares 2,151 Est. Cost $204.63 Unrealized -54.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $212 Shares 1,020 Est. Cost $192.52 Unrealized -9.5%
GLW CORNING INC 0.0%
Value ($000) $210 Shares 3,984 Est. Cost $46.30 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $209 Shares 7,117 Est. Cost $18.34 Unrealized +46.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $209 Shares 2,337 Est. Cost $79.17 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $208 Shares 1,968 Est. Cost $83.92 Unrealized +23.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $205 Shares 704 Est. Cost $284.17 Unrealized -4.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $203 Shares 920 Est. Cost $176.93 Unrealized +18.9%
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value ($000) $203 Shares 18,912 Est. Cost $11.14 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $200 Shares 3,627 Est. Cost $52.57 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $168 Shares 14,739 Est. Cost $20.60 Unrealized -40.8%
LYFT LYFT INC 0.0%
Value ($000) $162 Shares 10,285 Est. Cost $11.94 Unrealized +17.3%
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $38 Shares 20,000 Est. Cost $1.12 Unrealized 0.0%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $17 Shares 27,400 Est. Cost $0.43 Unrealized +27.5%
VERU INC 0.0%
Value ($000) $12 Shares 20,000 Est. Cost $1.45 Unrealized