Uniting Wealth Partners, LLC Diversified Active

CIK: 0002056414 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $423,736 (100.0% shares, 0.0% debt)

Holdings (199)

WMT WALMART INC 20.4%
Value ($000) $86,254 Shares 836,928 Est. Cost $85.80 Unrealized +15.7%
ACIO ETF SER SOLUTIONS 7.4%
Value ($000) $31,385 Shares 722,649 Est. Cost $41.63 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 3.5%
Value ($000) $14,728 Shares 218,970 Est. Cost $66.80 Unrealized
DRSK ETF SER SOLUTIONS 3.3%
Value ($000) $13,813 Shares 479,114 Est. Cost $28.80 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $12,615 Shares 67,611 Est. Cost $144.31 Unrealized +20.8%
BUFR FIRST TR EXCHNG TRADED FD VI 2.9%
Value ($000) $12,130 Shares 362,966 Est. Cost $33.42 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $8,040 Shares 95,588 Est. Cost $84.11 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $7,609 Shares 200,141 Est. Cost $38.02 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,544 Shares 14,565 Est. Cost $439.15 Unrealized +15.8%
XMMO INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $7,048 Shares 52,117 Est. Cost $135.23 Unrealized
SNOV FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $6,804 Shares 275,226 Est. Cost $24.72 Unrealized
GDX VANECK ETF TRUST 1.6%
Value ($000) $6,739 Shares 88,205 Est. Cost $46.50 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $6,400 Shares 333,181 Est. Cost $19.21 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $6,078 Shares 39,099 Est. Cost $115.07 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $5,977 Shares 118,426 Est. Cost $50.26 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $5,923 Shares 23,263 Est. Cost $230.47 Unrealized -2.1%
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,841 Shares 213,940 Est. Cost $27.30 Unrealized
NULG NUSHARES ETF TR 1.3%
Value ($000) $5,701 Shares 57,321 Est. Cost $85.84 Unrealized
MTUM ISHARES TR 1.3%
Value ($000) $5,489 Shares 21,402 Est. Cost $256.45 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $5,488 Shares 71,591 Est. Cost $65.86 Unrealized
UPSD ETF SER SOLUTIONS 1.3%
Value ($000) $5,484 Shares 205,671 Est. Cost $24.09 Unrealized
ADME ETF SER SOLUTIONS 1.3%
Value ($000) $5,446 Shares 106,645 Est. Cost $46.31 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $5,402 Shares 47,911 Est. Cost $112.11 Unrealized -2.1%
GFEB FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $5,316 Shares 131,037 Est. Cost $39.03 Unrealized
PSFF PACER FDS TR 1.2%
Value ($000) $5,263 Shares 166,585 Est. Cost $31.60 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.2%
Value ($000) $4,969 Shares 272,427 Est. Cost $18.24 Unrealized
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,409 Shares 138,161 Est. Cost $31.91 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 1.0%
Value ($000) $4,259 Shares 108,956 Est. Cost $39.09 Unrealized
JUCY ETF SER SOLUTIONS 0.8%
Value ($000) $3,373 Shares 151,344 Est. Cost $22.24 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.8%
Value ($000) $3,325 Shares 25,000 Est. Cost $116.46 Unrealized 0.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $3,238 Shares 14,749 Est. Cost $212.87 Unrealized +6.3%
IAU ISHARES GOLD TR 0.7%
Value ($000) $3,049 Shares 41,903 Est. Cost $61.10 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value ($000) $2,963 Shares 16,245 Est. Cost $58.25 Unrealized +178.2%
FMB FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $2,733 Shares 53,911 Est. Cost $50.70 Unrealized
NOBL PROSHARES TR 0.6%
Value ($000) $2,694 Shares 26,137 Est. Cost $101.70 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.6%
Value ($000) $2,669 Shares 115,213 Est. Cost $23.17 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $2,570 Shares 4,184 Est. Cost $614.17 Unrealized
APLD APPLIED DIGITAL CORP 0.6%
Value ($000) $2,526 Shares 110,133 Est. Cost $8.36 Unrealized +77.2%
BX BLACKSTONE INC 0.6%
Value ($000) $2,453 Shares 14,356 Est. Cost $162.36 Unrealized +4.4%
UPRO PROSHARES TR 0.6%
Value ($000) $2,341 Shares 21,000 Est. Cost $86.43 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $2,340 Shares 35,022 Est. Cost $63.42 Unrealized +7.1%
DJUL FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,993 Shares 42,684 Est. Cost $46.69 Unrealized
DHDG FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,981 Shares 59,994 Est. Cost $33.03 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,960 Shares 16,493 Est. Cost $118.83 Unrealized
NOW SERVICENOW INC 0.5%
Value ($000) $1,937 Shares 2,105 Est. Cost $201.79 Unrealized -7.4%
AVGO BROADCOM INC 0.4%
Value ($000) $1,786 Shares 5,413 Est. Cost $271.85 Unrealized +12.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,712 Shares 11,024 Est. Cost $148.36 Unrealized +2.6%
META META PLATFORMS INC 0.4%
Value ($000) $1,696 Shares 2,310 Est. Cost $706.11 Unrealized +5.3%
TSLA TESLA INC 0.4%
Value ($000) $1,661 Shares 3,735 Est. Cost $325.33 Unrealized +6.6%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,651 Shares 5,853 Est. Cost $224.63 Unrealized +15.5%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,623 Shares 5,144 Est. Cost $253.59 Unrealized +16.7%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,595 Shares 2,804 Est. Cost $528.77 Unrealized +8.5%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,539 Shares 6,330 Est. Cost $209.20 Unrealized 0.0%
TQQQ PROSHARES TR 0.3%
Value ($000) $1,448 Shares 14,000 Est. Cost $75.66 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,354 Shares 5,491 Est. Cost $348.88 Unrealized -25.3%
IWB ISHARES TR 0.3%
Value ($000) $1,288 Shares 3,523 Est. Cost $365.48 Unrealized
ACWI ISHARES TR 0.3%
Value ($000) $1,234 Shares 8,926 Est. Cost $138.24 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $1,140 Shares 6,606 Est. Cost $148.59 Unrealized +10.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,131 Shares 6,975 Est. Cost $127.26 Unrealized +29.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,086 Shares 3,878 Est. Cost $267.68 Unrealized
KKR KKR & CO INC 0.3%
Value ($000) $1,079 Shares 8,300 Est. Cost $136.88 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,069 Shares 2,126 Est. Cost $469.37 Unrealized +3.2%
FLMI FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $1,049 Shares 42,337 Est. Cost $24.77 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,037 Shares 2,560 Est. Cost $392.14 Unrealized -0.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,010 Shares 6,034 Est. Cost $99.90 Unrealized +27.9%
DMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $944 Shares 23,147 Est. Cost $40.77 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $938 Shares 5,056 Est. Cost $169.51 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $907 Shares 1,850 Est. Cost $340.60 Unrealized +33.5%
V VISA INC 0.2%
Value ($000) $879 Shares 2,575 Est. Cost $333.14 Unrealized +3.6%
PAYX PAYCHEX INC 0.2%
Value ($000) $876 Shares 6,913 Est. Cost $137.17 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $834 Shares 3,425 Est. Cost $175.67 Unrealized +19.5%
FUMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $833 Shares 41,431 Est. Cost $20.10 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $827 Shares 10,959 Est. Cost $74.88 Unrealized -3.6%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $801 Shares 69,930 Est. Cost $11.22 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $761 Shares 11,660 Est. Cost $64.39 Unrealized
EATON VANCE MUN BD FD 0.2%
Value ($000) $756 Shares 76,067 Est. Cost $9.94 Unrealized
CLH CLEAN HARBORS INC 0.2%
Value ($000) $743 Shares 3,200 Est. Cost $248.40 Unrealized -4.7%
T AT&T INC 0.2%
Value ($000) $738 Shares 26,120 Est. Cost $22.92 Unrealized +22.4%
GE GE AEROSPACE 0.2%
Value ($000) $723 Shares 2,399 Est. Cost $211.55 Unrealized +28.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $715 Shares 1,498 Est. Cost $397.16 Unrealized +7.1%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $679 Shares 1,519 Est. Cost $479.87 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $656 Shares 3,920 Est. Cost $129.08 Unrealized +19.5%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $654 Shares 1,917 Est. Cost $288.94 Unrealized +8.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $651 Shares 9,694 Est. Cost $50.95 Unrealized +20.5%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $649 Shares 14,556 Est. Cost $40.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $636 Shares 3,123 Est. Cost $189.00 Unrealized +1.3%
CRM SALESFORCE INC 0.1%
Value ($000) $612 Shares 2,576 Est. Cost $300.32 Unrealized -16.3%
MMKT TEXAS CAPITAL FUNDS TRUST 0.1%
Value ($000) $602 Shares 6,000 Est. Cost $100.25 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $589 Shares 12,413 Est. Cost $48.54 Unrealized -7.8%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $583 Shares 1,669 Est. Cost $278.86 Unrealized +23.2%
ORCL ORACLE CORP 0.1%
Value ($000) $547 Shares 1,945 Est. Cost $188.84 Unrealized +34.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $545 Shares 2,517 Est. Cost $207.58 Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.1%
Value ($000) $527 Shares 29,379 Est. Cost $10.01 Unrealized +46.6%
OGE OGE ENERGY CORP 0.1%
Value ($000) $522 Shares 11,280 Est. Cost $44.77 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $520 Shares 673 Est. Cost $557.26 Unrealized +26.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $514 Shares 3,175 Est. Cost $128.63 Unrealized +25.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $506 Shares 3,295 Est. Cost $159.42 Unrealized -2.8%
SUB ISHARES TR 0.1%
Value ($000) $500 Shares 4,685 Est. Cost $106.78 Unrealized
TFI SPDR SERIES TRUST 0.1%
Value ($000) $499 Shares 10,950 Est. Cost $45.57 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $488 Shares 21,867 Est. Cost $20.24 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $466 Shares 389 Est. Cost $122.05 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $466 Shares 698 Est. Cost $583.98 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $462 Shares 10,522 Est. Cost $40.61 Unrealized +4.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $454 Shares 4,634 Est. Cost $72.97 Unrealized +28.2%
GEV GE VERNOVA INC 0.1%
Value ($000) $452 Shares 735 Est. Cost $605.52 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $449 Shares 1,939 Est. Cost $201.95 Unrealized 0.0%
NUVEEN AMT-FREE MUN VALUE FD 0.1%
Value ($000) $424 Shares 29,799 Est. Cost $13.74 Unrealized
BLACKROCK MUNIHOLDINGS FD IN 0.1%
Value ($000) $424 Shares 35,886 Est. Cost $11.74 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $423 Shares 2,196 Est. Cost $149.23 Unrealized +16.9%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $420 Shares 21,765 Est. Cost $17.71 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $400 Shares 4,000 Est. Cost $91.39 Unrealized +23.2%
IVV ISHARES TR 0.1%
Value ($000) $394 Shares 589 Est. Cost $669.30 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $391 Shares 4,129 Est. Cost $85.53 Unrealized +7.8%
CRK COMSTOCK RES INC 0.1%
Value ($000) $387 Shares 19,500 Est. Cost $13.86 Unrealized +33.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $385 Shares 484 Est. Cost $734.84 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $385 Shares 1,531 Est. Cost $260.51 Unrealized -6.3%
MLN VANECK ETF TRUST 0.1%
Value ($000) $385 Shares 22,006 Est. Cost $17.48 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $374 Shares 2,517 Est. Cost $97.26 Unrealized +39.4%
BP BP PLC 0.1%
Value ($000) $369 Shares 10,707 Est. Cost $34.46 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $368 Shares 3,891 Est. Cost $101.53 Unrealized -8.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $368 Shares 1,108 Est. Cost $316.55 Unrealized 0.0%
MDB MONGODB INC 0.1%
Value ($000) $357 Shares 1,150 Est. Cost $279.09 Unrealized -7.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $355 Shares 2,869 Est. Cost $112.17 Unrealized +6.8%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $354 Shares 17,626 Est. Cost $20.08 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $351 Shares 4,812 Est. Cost $75.06 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $349 Shares 13,709 Est. Cost $25.12 Unrealized -3.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $349 Shares 1,659 Est. Cost $207.11 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $349 Shares 1,099 Est. Cost $296.26 Unrealized +2.9%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $346 Shares 6,656 Est. Cost $51.91 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $336 Shares 3,960 Est. Cost $81.01 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $330 Shares 2,426 Est. Cost $122.03 Unrealized +3.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $330 Shares 432 Est. Cost $742.24 Unrealized 0.0%
TIP ISHARES TR 0.1%
Value ($000) $308 Shares 2,767 Est. Cost $111.22 Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $305 Shares 632 Est. Cost $483.15 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $305 Shares 1,329 Est. Cost $204.32 Unrealized +14.2%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $294 Shares 697 Est. Cost $426.60 Unrealized 0.0%
URA GLOBAL X FDS 0.1%
Value ($000) $293 Shares 6,151 Est. Cost $39.03 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $291 Shares 11,735 Est. Cost $24.09 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $285 Shares 2,000 Est. Cost $110.71 Unrealized +24.4%
SHAK SHAKE SHACK INC 0.1%
Value ($000) $281 Shares 3,000 Est. Cost $108.51 Unrealized +5.9%
SA SEABRIDGE GOLD INC 0.1%
Value ($000) $278 Shares 11,530 Est. Cost $15.46 Unrealized +11.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $278 Shares 916 Est. Cost $301.40 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $277 Shares 741 Est. Cost $363.27 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $274 Shares 2,885 Est. Cost $95.14 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $269 Shares 3,928 Est. Cost $67.38 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $259 Shares 1,793 Est. Cost $132.28 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $257 Shares 2,942 Est. Cost $87.31 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $256 Shares 1,185 Est. Cost $200.20 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $253 Shares 2,523 Est. Cost $100.25 Unrealized
EQT EQT CORP 0.1%
Value ($000) $251 Shares 4,616 Est. Cost $40.68 Unrealized +29.3%
ROCK GIBRALTAR INDS INC 0.1%
Value ($000) $251 Shares 4,000 Est. Cost $62.56 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $250 Shares 7,998 Est. Cost $31.36 Unrealized
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $248 Shares 1,517 Est. Cost $116.29 Unrealized +26.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $247 Shares 715 Est. Cost $298.94 Unrealized 0.0%
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $247 Shares 5,337 Est. Cost $46.24 Unrealized
DDS DILLARDS INC 0.1%
Value ($000) $246 Shares 400 Est. Cost $495.06 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $245 Shares 5,000 Est. Cost $90.47 Unrealized -29.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $244 Shares 1,194 Est. Cost $180.78 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $243 Shares 4,052 Est. Cost $59.92 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $243 Shares 2,000 Est. Cost $132.67 Unrealized 0.0%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $237 Shares 8,000 Est. Cost $25.35 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $235 Shares 11,000 Est. Cost $16.14 Unrealized +46.5%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $235 Shares 2,066 Est. Cost $113.62 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $234 Shares 1,666 Est. Cost $140.43 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $233 Shares 13,580 Est. Cost $19.41 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $232 Shares 4,488 Est. Cost $48.34 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $231 Shares 250 Est. Cost $956.70 Unrealized 0.0%
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $231 Shares 11,940 Est. Cost $19.96 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $228 Shares 2,380 Est. Cost $91.27 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $228 Shares 3,411 Est. Cost $74.22 Unrealized -8.8%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $226 Shares 960 Est. Cost $235.04 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $224 Shares 3,534 Est. Cost $57.82 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $223 Shares 678 Est. Cost $329.08 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $221 Shares 4,404 Est. Cost $50.15 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 734 Est. Cost $298.05 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $216 Shares 3,974 Est. Cost $57.95 Unrealized -6.1%
INTU INTUIT 0.0%
Value ($000) $210 Shares 308 Est. Cost $719.44 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $209 Shares 1,255 Est. Cost $157.20 Unrealized 0.0%
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $209 Shares 8,311 Est. Cost $25.11 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $203 Shares 1,773 Est. Cost $114.68 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $202 Shares 575 Est. Cost $344.03 Unrealized 0.0%
TIDAL TRUST II 0.0%
Value ($000) $195 Shares 14,000 Est. Cost $13.96 Unrealized
BLACKROCK MUN INCOME TR 0.0%
Value ($000) $181 Shares 17,940 Est. Cost $9.87 Unrealized
F FORD MTR CO 0.0%
Value ($000) $179 Shares 14,927 Est. Cost $9.87 Unrealized +14.7%
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $172 Shares 13,686 Est. Cost $11.99 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $160 Shares 11,876 Est. Cost $13.49 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $154 Shares 14,835 Est. Cost $10.25 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $15.26 Unrealized
CORZW CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $140 Shares 12,013 Est. Cost $10.84 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $129 Shares 10,215 Est. Cost $12.17 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $111 Shares 11,130 Est. Cost $9.98 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $67 Shares 20,000 Est. Cost $1.84 Unrealized +52.0%
FRANKLIN LTD DURATION INCOME 0.0%
Value ($000) $64 Shares 10,000 Est. Cost $6.63 Unrealized
USEG U S ENERGY CORP DEL 0.0%
Value ($000) $53 Shares 45,000 Est. Cost $1.22 Unrealized 0.0%
NSPR INSPIREMD INC 0.0%
Value ($000) $51 Shares 21,066 Est. Cost $2.43 Unrealized 0.0%
HUMA HUMACYTE INC 0.0%
Value ($000) $29 Shares 16,609 Est. Cost $4.93 Unrealized -60.3%
ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $24 Shares 26,500 Est. Cost $0.92 Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.11 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $1 Shares 11,735 Est. Cost $0.08 Unrealized