Lifeworks Advisors, LLC Diversified Active

CIK: 0001882132 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $670,654 (100.0% shares, 0.0% debt)

Holdings (312)

SPDW SPDR INDEX SHS FDS 5.4%
Value ($000) $36,520 Shares 901,955 Est. Cost $35.66 Unrealized
GOVT ISHARES TR 3.4%
Value ($000) $22,909 Shares 996,931 Est. Cost $23.02 Unrealized
LQD ISHARES TR 2.8%
Value ($000) $18,462 Shares 168,431 Est. Cost $109.02 Unrealized
MBB ISHARES TR 2.4%
Value ($000) $16,123 Shares 171,720 Est. Cost $93.54 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.3%
Value ($000) $15,491 Shares 312,881 Est. Cost $49.25 Unrealized
VTIP VANGUARD MALVERN FDS 2.2%
Value ($000) $14,862 Shares 295,644 Est. Cost $48.20 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.0%
Value ($000) $13,337 Shares 67,624 Est. Cost $162.92 Unrealized
IAU ISHARES GOLD TR 1.8%
Value ($000) $12,128 Shares 194,483 Est. Cost $44.63 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $10,592 Shares 21,294 Est. Cost $358.22 Unrealized +20.7%
BOXX EA SERIES TRUST 1.6%
Value ($000) $10,452 Shares 92,758 Est. Cost $111.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $9,425 Shares 31,974 Est. Cost $153.48 Unrealized +65.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $9,241 Shares 60,496 Est. Cost $148.64 Unrealized +1.5%
FHLC FIDELITY COVINGTON TRUST 1.4%
Value ($000) $9,207 Shares 143,971 Est. Cost $65.99 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.3%
Value ($000) $8,986 Shares 146,808 Est. Cost $42.99 Unrealized
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $8,927 Shares 80,519 Est. Cost $63.41 Unrealized +64.6%
ABBV ABBVIE INC 1.3%
Value ($000) $8,617 Shares 46,424 Est. Cost $141.80 Unrealized +28.8%
MRK MERCK & CO INC 1.2%
Value ($000) $8,334 Shares 105,275 Est. Cost $86.37 Unrealized -10.4%
RSG REPUBLIC SVCS INC 1.2%
Value ($000) $8,284 Shares 33,592 Est. Cost $201.86 Unrealized +21.4%
SO SOUTHERN CO 1.2%
Value ($000) $7,978 Shares 86,873 Est. Cost $83.52 Unrealized +5.3%
PFE PFIZER INC 1.2%
Value ($000) $7,851 Shares 323,888 Est. Cost $29.17 Unrealized -23.4%
LLY ELI LILLY & CO 1.1%
Value ($000) $7,188 Shares 9,221 Est. Cost $416.83 Unrealized +85.5%
CPB THE CAMPBELLS COMPANY 1.0%
Value ($000) $6,916 Shares 225,652 Est. Cost $41.78 Unrealized -17.9%
CSCO CISCO SYS INC 1.0%
Value ($000) $6,916 Shares 99,677 Est. Cost $47.85 Unrealized +26.2%
GLD SPDR GOLD TR 1.0%
Value ($000) $6,812 Shares 22,348 Est. Cost $275.63 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $6,732 Shares 10,842 Est. Cost $562.76 Unrealized
JUNIPER NETWORKS INC 1.0%
Value ($000) $6,659 Shares 166,761 Est. Cost $35.72 Unrealized
OUNZ VANECK MERK GOLD ETF 1.0%
Value ($000) $6,523 Shares 204,533 Est. Cost $17.61 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $6,457 Shares 29,534 Est. Cost $91.82 Unrealized +75.1%
AAPL APPLE INC 0.9%
Value ($000) $6,339 Shares 30,896 Est. Cost $168.65 Unrealized +19.4%
GEN GEN DIGITAL INC 0.9%
Value ($000) $6,272 Shares 213,344 Est. Cost $27.04 Unrealized 0.0%
GDDY GODADDY INC 0.9%
Value ($000) $6,068 Shares 33,700 Est. Cost $163.19 Unrealized +10.0%
PCAR PACCAR INC 0.9%
Value ($000) $5,722 Shares 60,189 Est. Cost $75.57 Unrealized +19.7%
DELL DELL TECHNOLOGIES INC 0.8%
Value ($000) $5,524 Shares 45,054 Est. Cost $111.55 Unrealized -9.2%
SPAB SPDR SERIES TRUST 0.8%
Value ($000) $5,288 Shares 206,578 Est. Cost $26.07 Unrealized
AMCOR PLC 0.8%
Value ($000) $5,287 Shares 575,268 Est. Cost $9.83 Unrealized -7.0%
CLX CLOROX CO DEL 0.8%
Value ($000) $5,282 Shares 43,991 Est. Cost $131.80 Unrealized -1.1%
GRMN GARMIN LTD 0.8%
Value ($000) $5,103 Shares 24,451 Est. Cost $131.73 Unrealized +48.9%
VGK VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $4,989 Shares 64,374 Est. Cost $74.21 Unrealized
MUB ISHARES TR 0.7%
Value ($000) $4,917 Shares 47,061 Est. Cost $106.66 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.7%
Value ($000) $4,816 Shares 11,455 Est. Cost $299.73 Unrealized +38.5%
OTIS OTIS WORLDWIDE CORP 0.7%
Value ($000) $4,797 Shares 48,449 Est. Cost $80.21 Unrealized +19.0%
IEF ISHARES TR 0.7%
Value ($000) $4,724 Shares 49,329 Est. Cost $95.67 Unrealized
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $4,681 Shares 64,395 Est. Cost $59.19 Unrealized
FFIV F5 INC 0.7%
Value ($000) $4,662 Shares 15,839 Est. Cost $276.91 Unrealized -0.2%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,483 Shares 11,548 Est. Cost $267.22 Unrealized +23.8%
ETN EATON CORP PLC 0.7%
Value ($000) $4,434 Shares 12,421 Est. Cost $219.35 Unrealized +39.8%
VTRS VIATRIS INC 0.7%
Value ($000) $4,423 Shares 495,267 Est. Cost $10.37 Unrealized -21.0%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $4,410 Shares 17,837 Est. Cost $224.85 Unrealized +5.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.7%
Value ($000) $4,402 Shares 30,498 Est. Cost $89.46 Unrealized +14.5%
CMI CUMMINS INC 0.6%
Value ($000) $4,129 Shares 12,607 Est. Cost $251.44 Unrealized +21.6%
JBL JABIL INC 0.6%
Value ($000) $3,985 Shares 18,273 Est. Cost $128.61 Unrealized +25.9%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $3,890 Shares 18,736 Est. Cost $163.16 Unrealized +6.8%
GLW CORNING INC 0.6%
Value ($000) $3,888 Shares 73,930 Est. Cost $33.63 Unrealized +37.7%
EBAY EBAY INC. 0.6%
Value ($000) $3,820 Shares 51,302 Est. Cost $56.08 Unrealized +25.2%
SMCI SUPER MICRO COMPUTER INC 0.6%
Value ($000) $3,818 Shares 77,892 Est. Cost $38.46 Unrealized +0.2%
WAB WABTEC 0.6%
Value ($000) $3,816 Shares 18,229 Est. Cost $188.98 Unrealized +1.4%
FSTA FIDELITY COVINGTON TRUST 0.6%
Value ($000) $3,695 Shares 72,232 Est. Cost $48.20 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.5%
Value ($000) $3,598 Shares 46,413 Est. Cost $60.23 Unrealized
HPQ HP INC 0.5%
Value ($000) $3,471 Shares 141,913 Est. Cost $29.51 Unrealized -16.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.5%
Value ($000) $3,433 Shares 167,889 Est. Cost $15.51 Unrealized +6.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.5%
Value ($000) $3,375 Shares 47,955 Est. Cost $69.10 Unrealized -22.0%
NTAP NETAPP INC 0.5%
Value ($000) $3,342 Shares 31,369 Est. Cost $86.36 Unrealized +8.3%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $3,330 Shares 18,189 Est. Cost $152.73 Unrealized +3.1%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $3,309 Shares 57,184 Est. Cost $74.45 Unrealized -26.9%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $3,255 Shares 44,479 Est. Cost $64.48 Unrealized +4.4%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,255 Shares 20,440 Est. Cost $146.30 Unrealized -0.9%
KLAC KLA CORP 0.5%
Value ($000) $3,223 Shares 3,598 Est. Cost $468.63 Unrealized +59.7%
SGOL ETFS GOLD TR 0.5%
Value ($000) $3,195 Shares 101,302 Est. Cost $25.11 Unrealized
DE DEERE & CO 0.5%
Value ($000) $3,168 Shares 6,231 Est. Cost $380.99 Unrealized +27.2%
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $2,941 Shares 13,462 Est. Cost $195.42 Unrealized -1.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,880 Shares 50,652 Est. Cost $56.71 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,872 Shares 18,176 Est. Cost $107.81 Unrealized +16.7%
SCHO SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,848 Shares 116,832 Est. Cost $35.76 Unrealized
DOW DOW INC 0.4%
Value ($000) $2,741 Shares 103,526 Est. Cost $37.76 Unrealized -26.4%
MSTR MICROSTRATEGY INC 0.4%
Value ($000) $2,642 Shares 6,535 Est. Cost $287.84 Unrealized +26.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,514 Shares 4,069 Est. Cost $52.89 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,336 Shares 24,831 Est. Cost $82.44 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,291 Shares 93,745 Est. Cost $39.18 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,208 Shares 4,003 Est. Cost $496.52 Unrealized
EMN EASTMAN CHEM CO 0.3%
Value ($000) $2,193 Shares 29,375 Est. Cost $87.53 Unrealized -13.2%
IYR ISHARES TR 0.3%
Value ($000) $2,071 Shares 21,852 Est. Cost $98.33 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,046 Shares 31,567 Est. Cost $46.83 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,030 Shares 37,317 Est. Cost $53.19 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.3%
Value ($000) $2,027 Shares 155,482 Est. Cost $13.31 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,918 Shares 10,852 Est. Cost $175.09 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,898 Shares 6,654 Est. Cost $244.21 Unrealized
SPHY SPDR SERIES TRUST 0.3%
Value ($000) $1,872 Shares 78,672 Est. Cost $23.63 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,831 Shares 36,123 Est. Cost $50.63 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,814 Shares 18,550 Est. Cost $52.42 Unrealized +80.8%
AAVM EA SERIES TRUST 0.3%
Value ($000) $1,801 Shares 66,266 Est. Cost $26.27 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,746 Shares 33,187 Est. Cost $47.86 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,712 Shares 3,014 Est. Cost $548.86 Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $1,702 Shares 17,854 Est. Cost $74.95 Unrealized
COWG PACER FDS TR 0.2%
Value ($000) $1,662 Shares 47,351 Est. Cost $30.85 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $1,659 Shares 31,700 Est. Cost $41.63 Unrealized
ROMO STRATEGY SHS 0.2%
Value ($000) $1,654 Shares 51,660 Est. Cost $31.22 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,645 Shares 9,000 Est. Cost $171.49 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,610 Shares 32,288 Est. Cost $52.33 Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $1,596 Shares 52,873 Est. Cost $30.04 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,571 Shares 3,583 Est. Cost $380.18 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,485 Shares 2,011 Est. Cost $339.43 Unrealized +81.7%
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,484 Shares 37,004 Est. Cost $40.29 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,423 Shares 22,414 Est. Cost $58.34 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,411 Shares 5,119 Est. Cost $150.63 Unrealized +43.3%
PREF PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $1,392 Shares 73,375 Est. Cost $18.70 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,380 Shares 55,852 Est. Cost $23.72 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,336 Shares 37,276 Est. Cost $25.62 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $1,316 Shares 30,790 Est. Cost $41.28 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,310 Shares 5,972 Est. Cost $156.11 Unrealized +26.8%
V VISA INC 0.2%
Value ($000) $1,282 Shares 3,612 Est. Cost $286.29 Unrealized +21.2%
HD HOME DEPOT INC 0.2%
Value ($000) $1,282 Shares 3,495 Est. Cost $312.64 Unrealized +13.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,209 Shares 6,637 Est. Cost $100.74 Unrealized +66.1%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,182 Shares 2,654 Est. Cost $372.04 Unrealized +23.9%
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $1,156 Shares 15,441 Est. Cost $64.36 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,152 Shares 10,461 Est. Cost $88.16 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $1,130 Shares 27,806 Est. Cost $34.34 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,130 Shares 2,080 Est. Cost $545.81 Unrealized -4.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,109 Shares 10,287 Est. Cost $74.42 Unrealized +40.4%
IWM ISHARES TR 0.2%
Value ($000) $1,097 Shares 5,085 Est. Cost $217.05 Unrealized
ACIO ETF SER SOLUTIONS 0.2%
Value ($000) $1,089 Shares 26,311 Est. Cost $38.73 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,087 Shares 7,444 Est. Cost $123.19 Unrealized +6.9%
AGG ISHARES TR 0.2%
Value ($000) $1,086 Shares 10,952 Est. Cost $100.21 Unrealized
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $1,082 Shares 19,876 Est. Cost $46.12 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $1,081 Shares 23,383 Est. Cost $45.85 Unrealized
SFLR INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,077 Shares 32,070 Est. Cost $31.42 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $1,007 Shares 18,520 Est. Cost $47.28 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,003 Shares 5,691 Est. Cost $134.07 Unrealized +21.8%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,003 Shares 3,459 Est. Cost $164.74 Unrealized +53.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $996 Shares 1,897 Est. Cost $738.00 Unrealized -24.6%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $954 Shares 16,234 Est. Cost $58.11 Unrealized
IHF ISHARES TR 0.1%
Value ($000) $933 Shares 19,176 Est. Cost $48.65 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $929 Shares 8,880 Est. Cost $104.57 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $916 Shares 2,883 Est. Cost $245.68 Unrealized +22.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $915 Shares 41,399 Est. Cost $32.60 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $908 Shares 19,096 Est. Cost $40.91 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $906 Shares 12,810 Est. Cost $52.10 Unrealized +34.0%
TLT ISHARES TR 0.1%
Value ($000) $903 Shares 10,228 Est. Cost $95.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $897 Shares 1,846 Est. Cost $365.81 Unrealized +38.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $875 Shares 2,742 Est. Cost $167.52 Unrealized +66.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $874 Shares 20,202 Est. Cost $33.27 Unrealized +25.7%
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $846 Shares 29,408 Est. Cost $28.87 Unrealized
TIDAL TR II 0.1%
Value ($000) $843 Shares 38,025 Est. Cost $21.36 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $833 Shares 4,635 Est. Cost $135.67 Unrealized +26.8%
AMGN AMGEN INC 0.1%
Value ($000) $829 Shares 2,970 Est. Cost $230.30 Unrealized +20.6%
EVRG EVERGY INC 0.1%
Value ($000) $829 Shares 12,023 Est. Cost $61.42 Unrealized +6.8%
EEM ISHARES TR 0.1%
Value ($000) $816 Shares 16,914 Est. Cost $46.29 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $816 Shares 824 Est. Cost $501.63 Unrealized +97.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $813 Shares 6,552 Est. Cost $132.22 Unrealized -22.2%
EFA ISHARES TR 0.1%
Value ($000) $810 Shares 9,063 Est. Cost $79.02 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $808 Shares 8,162 Est. Cost $103.04 Unrealized -16.2%
EG EVEREST GROUP LTD 0.1%
Value ($000) $808 Shares 2,377 Est. Cost $371.78 Unrealized -7.5%
PEP PEPSICO INC 0.1%
Value ($000) $798 Shares 6,046 Est. Cost $152.85 Unrealized -14.3%
IVE ISHARES TR 0.1%
Value ($000) $793 Shares 4,057 Est. Cost $189.19 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $775 Shares 26,474 Est. Cost $28.91 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $756 Shares 6,749 Est. Cost $103.63 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $747 Shares 6,957 Est. Cost $82.54 Unrealized +22.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $721 Shares 2,846 Est. Cost $240.37 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $717 Shares 20,088 Est. Cost $36.79 Unrealized -7.8%
QMOM EA SERIES TRUST 0.1%
Value ($000) $693 Shares 10,660 Est. Cost $63.45 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $691 Shares 23,583 Est. Cost $28.86 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $684 Shares 4,294 Est. Cost $134.50 Unrealized +19.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $678 Shares 7,459 Est. Cost $72.51 Unrealized +24.2%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $674 Shares 9,155 Est. Cost $71.41 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $658 Shares 3,963 Est. Cost $183.42 Unrealized -11.9%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $656 Shares 5,830 Est. Cost $102.99 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $650 Shares 2,525 Est. Cost $177.17 Unrealized +23.4%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $647 Shares 15,185 Est. Cost $42.27 Unrealized
KR KROGER CO 0.1%
Value ($000) $633 Shares 8,825 Est. Cost $55.11 Unrealized +23.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $628 Shares 12,119 Est. Cost $63.14 Unrealized -14.8%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $604 Shares 20,864 Est. Cost $25.77 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $603 Shares 8,039 Est. Cost $74.97 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $598 Shares 6,372 Est. Cost $93.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $596 Shares 1,170 Est. Cost $311.48 Unrealized +39.2%
BIIB BIOGEN INC 0.1%
Value ($000) $590 Shares 4,697 Est. Cost $245.09 Unrealized -49.2%
PNR PENTAIR PLC 0.1%
Value ($000) $586 Shares 5,710 Est. Cost $86.26 Unrealized +7.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $565 Shares 2,021 Est. Cost $248.83 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $562 Shares 6,024 Est. Cost $75.28 Unrealized +9.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $559 Shares 2,089 Est. Cost $215.32 Unrealized +21.1%
SOXX ISHARES TR 0.1%
Value ($000) $549 Shares 2,300 Est. Cost $238.70 Unrealized
IMOM EA SERIES TRUST 0.1%
Value ($000) $548 Shares 16,144 Est. Cost $28.81 Unrealized
IAGG ISHARES TR 0.1%
Value ($000) $544 Shares 10,642 Est. Cost $51.58 Unrealized
FOX FOX CORP 0.1%
Value ($000) $543 Shares 10,526 Est. Cost $33.95 Unrealized +42.7%
CF CF INDS HLDGS INC 0.1%
Value ($000) $543 Shares 5,898 Est. Cost $84.00 Unrealized -0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $543 Shares 9,254 Est. Cost $40.13 Unrealized +39.4%
IEMG ISHARES INC 0.1%
Value ($000) $536 Shares 8,935 Est. Cost $60.03 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $532 Shares 1,821 Est. Cost $290.53 Unrealized +4.5%
QVAL EA SERIES TRUST 0.1%
Value ($000) $528 Shares 11,997 Est. Cost $45.74 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $527 Shares 1,138 Est. Cost $433.42 Unrealized +5.9%
NOBL PROSHARES TR 0.1%
Value ($000) $525 Shares 5,213 Est. Cost $100.87 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $521 Shares 1,711 Est. Cost $283.56 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $516 Shares 10,532 Est. Cost $50.98 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $510 Shares 5,079 Est. Cost $84.82 Unrealized +22.2%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $504 Shares 1,295 Est. Cost $412.14 Unrealized -3.8%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $503 Shares 2,307 Est. Cost $189.49 Unrealized +7.8%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $491 Shares 2,636 Est. Cost $115.55 Unrealized +32.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $489 Shares 3,794 Est. Cost $118.93 Unrealized +10.8%
MLPA GLOBAL X FDS 0.1%
Value ($000) $488 Shares 9,730 Est. Cost $44.59 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $486 Shares 588 Est. Cost $590.14 Unrealized +15.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $483 Shares 5,701 Est. Cost $88.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $481 Shares 1,543 Est. Cost $454.03 Unrealized -17.4%
NEM NEWMONT CORP 0.1%
Value ($000) $476 Shares 8,178 Est. Cost $52.90 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $462 Shares 2,204 Est. Cost $190.52 Unrealized -0.9%
IYW ISHARES TR 0.1%
Value ($000) $461 Shares 2,659 Est. Cost $135.80 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $459 Shares 3,725 Est. Cost $95.20 Unrealized -2.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $458 Shares 3,408 Est. Cost $139.52 Unrealized -12.3%
SHY ISHARES TR 0.1%
Value ($000) $457 Shares 5,517 Est. Cost $81.21 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $454 Shares 10,690 Est. Cost $42.44 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $453 Shares 4,463 Est. Cost $102.93 Unrealized
EBND SPDR SERIES TRUST 0.1%
Value ($000) $452 Shares 21,104 Est. Cost $21.27 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $450 Shares 14,163 Est. Cost $29.93 Unrealized
SHM SPDR SERIES TRUST 0.1%
Value ($000) $449 Shares 9,384 Est. Cost $48.14 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $448 Shares 335 Est. Cost $87.84 Unrealized +28.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $441 Shares 5,201 Est. Cost $61.63 Unrealized
GMOM CAMBRIA ETF TR 0.1%
Value ($000) $439 Shares 14,805 Est. Cost $29.60 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $434 Shares 1,575 Est. Cost $200.68 Unrealized +33.8%
KELLANOVA 0.1%
Value ($000) $432 Shares 5,436 Est. Cost $80.18 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $427 Shares 584 Est. Cost $827.55 Unrealized -23.4%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $426 Shares 9,104 Est. Cost $37.95 Unrealized +21.2%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $411 Shares 3,240 Est. Cost $96.49 Unrealized +27.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $407 Shares 3,354 Est. Cost $131.85 Unrealized -10.7%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $406 Shares 222 Est. Cost $1560.64 Unrealized +20.3%
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $399 Shares 11,221 Est. Cost $35.58 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $397 Shares 5,328 Est. Cost $54.83 Unrealized +20.7%
IVAL EA SERIES TRUST 0.1%
Value ($000) $395 Shares 14,173 Est. Cost $25.79 Unrealized
TAXF AMERICAN CENTY ETF TR 0.1%
Value ($000) $394 Shares 8,059 Est. Cost $50.35 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $388 Shares 2,712 Est. Cost $142.92 Unrealized -4.1%
CRM SALESFORCE INC 0.1%
Value ($000) $387 Shares 1,420 Est. Cost $276.68 Unrealized -3.8%
TIPX SPDR SERIES TRUST 0.1%
Value ($000) $385 Shares 20,120 Est. Cost $18.95 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $382 Shares 8,244 Est. Cost $47.18 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $380 Shares 1,233 Est. Cost $288.19 Unrealized +0.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $378 Shares 1,242 Est. Cost $246.65 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $373 Shares 1,680 Est. Cost $216.64 Unrealized +1.8%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $372 Shares 15,856 Est. Cost $24.02 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $371 Shares 12,096 Est. Cost $30.26 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $358 Shares 1,509 Est. Cost $237.24 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $357 Shares 2,647 Est. Cost $146.46 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $351 Shares 4,499 Est. Cost $68.89 Unrealized +10.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $351 Shares 2,473 Est. Cost $135.45 Unrealized -19.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $347 Shares 3,440 Est. Cost $130.94 Unrealized -28.1%
EYLD CAMBRIA ETF TR 0.1%
Value ($000) $341 Shares 9,434 Est. Cost $34.60 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $332 Shares 6,295 Est. Cost $52.65 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $329 Shares 2,882 Est. Cost $113.09 Unrealized -2.0%
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $326 Shares 12,806 Est. Cost $24.69 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $321 Shares 8,637 Est. Cost $34.13 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $318 Shares 1,914 Est. Cost $148.77 Unrealized -0.6%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $315 Shares 10,629 Est. Cost $23.45 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $313 Shares 3,417 Est. Cost $91.72 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $312 Shares 1,356 Est. Cost $234.48 Unrealized -6.8%
HEI HEICO CORP NEW 0.0%
Value ($000) $304 Shares 928 Est. Cost $259.07 Unrealized +6.8%
IJH ISHARES TR 0.0%
Value ($000) $303 Shares 4,881 Est. Cost $61.82 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $297 Shares 1,673 Est. Cost $169.80 Unrealized -2.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $296 Shares 6,393 Est. Cost $50.42 Unrealized -6.4%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $291 Shares 15,956 Est. Cost $14.07 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $290 Shares 3,913 Est. Cost $64.91 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $288 Shares 3,806 Est. Cost $71.94 Unrealized -1.2%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $287 Shares 1,566 Est. Cost $106.76 Unrealized 0.0%
RUNN STRATEGIC TRUST 0.0%
Value ($000) $282 Shares 8,326 Est. Cost $33.84 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $278 Shares 5,490 Est. Cost $50.65 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $278 Shares 7,900 Est. Cost $31.08 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $275 Shares 3,430 Est. Cost $66.86 Unrealized +6.4%
XYLD GLOBAL X FDS 0.0%
Value ($000) $274 Shares 7,048 Est. Cost $38.89 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $274 Shares 9,337 Est. Cost $23.74 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $272 Shares 5,335 Est. Cost $51.02 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $269 Shares 1,821 Est. Cost $123.12 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $267 Shares 15,998 Est. Cost $16.89 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $265 Shares 686 Est. Cost $447.78 Unrealized -13.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $262 Shares 3,241 Est. Cost $82.02 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $260 Shares 3,242 Est. Cost $77.10 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value ($000) $258 Shares 1,810 Est. Cost $95.23 Unrealized +48.8%
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $254 Shares 7,982 Est. Cost $26.85 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $253 Shares 1,062 Est. Cost $176.24 Unrealized +16.9%
MTUM ISHARES TR 0.0%
Value ($000) $250 Shares 1,041 Est. Cost $202.13 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $250 Shares 1,326 Est. Cost $128.36 Unrealized +44.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $249 Shares 43 Est. Cost $5094.53 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $249 Shares 12,180 Est. Cost $19.19 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $248 Shares 2,079 Est. Cost $118.00 Unrealized -7.2%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $247 Shares 5,948 Est. Cost $41.76 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $247 Shares 5,604 Est. Cost $47.53 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $246 Shares 4,622 Est. Cost $53.29 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $245 Shares 5,406 Est. Cost $35.69 Unrealized +22.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $244 Shares 3,067 Est. Cost $79.00 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $241 Shares 2,357 Est. Cost $102.44 Unrealized -15.5%
COM DIREXION SHS ETF TR 0.0%
Value ($000) $239 Shares 8,657 Est. Cost $28.74 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $239 Shares 4,862 Est. Cost $45.56 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $237 Shares 1,404 Est. Cost $146.90 Unrealized +2.7%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $237 Shares 3,323 Est. Cost $55.42 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $233 Shares 2,669 Est. Cost $83.50 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $232 Shares 689 Est. Cost $274.18 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $230 Shares 2,383 Est. Cost $88.64 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $230 Shares 2,771 Est. Cost $82.26 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $228 Shares 2,789 Est. Cost $76.02 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $224 Shares 5,308 Est. Cost $36.44 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $220 Shares 1,719 Est. Cost $125.04 Unrealized +1.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $220 Shares 2,410 Est. Cost $83.15 Unrealized 0.0%
TAIL CAMBRIA ETF TR 0.0%
Value ($000) $218 Shares 18,172 Est. Cost $12.03 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $218 Shares 884 Est. Cost $200.58 Unrealized 0.0%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 8,682 Est. Cost $24.32 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value ($000) $214 Shares 8,703 Est. Cost $25.11 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $214 Shares 2,282 Est. Cost $90.03 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $213 Shares 3,180 Est. Cost $65.40 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $211 Shares 1,792 Est. Cost $110.55 Unrealized +4.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $210 Shares 4,036 Est. Cost $37.72 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $209 Shares 7,875 Est. Cost $29.01 Unrealized
IUS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $207 Shares 4,023 Est. Cost $47.86 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $201 Shares 1,029 Est. Cost $195.01 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $147 Shares 15,019 Est. Cost $10.03 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $92 Shares 21,654 Est. Cost $2.65 Unrealized
TIDAL TR II 0.0%
Value ($000) $82 Shares 10,000 Est. Cost $8.17 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $79 Shares 11,583 Est. Cost $5.54 Unrealized +1.2%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $72 Shares 20,000 Est. Cost $1.01 Unrealized +166.7%
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $24 Shares 13,363 Est. Cost $3.41 Unrealized -48.4%
BITF BITFARMS LTD 0.0%
Value ($000) $17 Shares 20,544 Est. Cost $2.22 Unrealized -58.4%