Lifeworks Advisors, LLC Diversified Active

CIK: 0001882132 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $751,113 (99.3% shares, 0.7% debt)

Holdings (327)

SPDW SPDR INDEX SHS FDS 5.9%
Value ($000) $44,300 Shares 1,035,283 Est. Cost $36.58 Unrealized
GOVT ISHARES TR 3.2%
Value ($000) $24,265 Shares 1,049,542 Est. Cost $23.03 Unrealized
LQD ISHARES TR 2.6%
Value ($000) $19,479 Shares 174,743 Est. Cost $109.11 Unrealized
MBB ISHARES TR 2.3%
Value ($000) $17,162 Shares 180,364 Est. Cost $93.62 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.1%
Value ($000) $16,124 Shares 326,005 Est. Cost $49.26 Unrealized
IAU ISHARES GOLD TR 2.1%
Value ($000) $16,056 Shares 220,641 Est. Cost $47.96 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.1%
Value ($000) $15,934 Shares 71,718 Est. Cost $166.30 Unrealized
VTIP VANGUARD MALVERN FDS 2.0%
Value ($000) $15,306 Shares 302,308 Est. Cost $48.25 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $10,924 Shares 21,091 Est. Cost $358.22 Unrealized +42.0%
IBIT ISHARES BITCOIN TRUST ETF 1.4%
Value ($000) $10,483 Shares 161,272 Est. Cost $44.97 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $10,210 Shares 44,098 Est. Cost $141.80 Unrealized +42.4%
GLD SPDR GOLD TR 1.3%
Value ($000) $9,872 Shares 27,772 Est. Cost $291.22 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.2%
Value ($000) $9,332 Shares 39,531 Est. Cost $107.80 Unrealized +57.4%
AAPL APPLE INC 1.2%
Value ($000) $9,034 Shares 35,477 Est. Cost $176.00 Unrealized +28.2%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $8,917 Shares 48,090 Est. Cost $148.64 Unrealized +14.0%
ORCL ORACLE CORP 1.2%
Value ($000) $8,876 Shares 31,562 Est. Cost $102.26 Unrealized +148.6%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $8,821 Shares 79,471 Est. Cost $63.41 Unrealized +77.1%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $8,740 Shares 30,976 Est. Cost $153.48 Unrealized +69.1%
FHLC FIDELITY COVINGTON TRUST 1.1%
Value ($000) $8,235 Shares 123,154 Est. Cost $65.99 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $8,223 Shares 322,708 Est. Cost $29.17 Unrealized -17.2%
MO ALTRIA GROUP INC 1.0%
Value ($000) $7,697 Shares 116,510 Est. Cost $59.73 Unrealized +2.8%
MRK MERCK & CO INC 1.0%
Value ($000) $7,677 Shares 91,466 Est. Cost $86.37 Unrealized -6.2%
OUNZ VANECK MERK GOLD ETF 1.0%
Value ($000) $7,453 Shares 200,415 Est. Cost $17.61 Unrealized
IWM ISHARES TR 1.0%
Value ($000) $7,435 Shares 30,728 Est. Cost $237.84 Unrealized
DELL DELL TECHNOLOGIES INC 1.0%
Value ($000) $7,343 Shares 51,795 Est. Cost $113.85 Unrealized +13.5%
RSG REPUBLIC SVCS INC 1.0%
Value ($000) $7,276 Shares 31,708 Est. Cost $201.86 Unrealized +15.6%
IVV ISHARES TR 1.0%
Value ($000) $7,144 Shares 10,674 Est. Cost $562.76 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $7,000 Shares 42,077 Est. Cost $151.91 Unrealized +3.5%
AMAT APPLIED MATLS INC 0.9%
Value ($000) $6,854 Shares 33,479 Est. Cost $165.54 Unrealized +9.2%
CPB THE CAMPBELLS COMPANY 0.9%
Value ($000) $6,851 Shares 216,925 Est. Cost $41.78 Unrealized -23.6%
CSCO CISCO SYS INC 0.9%
Value ($000) $6,724 Shares 98,278 Est. Cost $47.85 Unrealized +40.8%
GLW CORNING INC 0.9%
Value ($000) $6,637 Shares 80,904 Est. Cost $36.33 Unrealized +78.8%
PCAR PACCAR INC 0.9%
Value ($000) $6,523 Shares 66,341 Est. Cost $77.55 Unrealized +25.0%
VTRS VIATRIS INC 0.8%
Value ($000) $5,890 Shares 594,935 Est. Cost $10.24 Unrealized -6.6%
GRMN GARMIN LTD 0.8%
Value ($000) $5,881 Shares 23,887 Est. Cost $131.73 Unrealized +73.9%
CAT CATERPILLAR INC 0.8%
Value ($000) $5,845 Shares 12,249 Est. Cost $276.27 Unrealized +54.0%
GEN GEN DIGITAL INC 0.8%
Value ($000) $5,735 Shares 202,023 Est. Cost $27.04 Unrealized +9.9%
CLX CLOROX CO DEL 0.8%
Value ($000) $5,680 Shares 46,066 Est. Cost $131.37 Unrealized -6.9%
MDT MEDTRONIC PLC 0.7%
Value ($000) $5,475 Shares 57,489 Est. Cost $90.91 Unrealized +0.4%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value ($000) $5,453 Shares 11,924 Est. Cost $305.57 Unrealized +46.7%
CMI CUMMINS INC 0.7%
Value ($000) $5,421 Shares 12,836 Est. Cost $253.75 Unrealized +50.0%
SPAB SPDR SERIES TRUST 0.7%
Value ($000) $5,316 Shares 205,632 Est. Cost $26.07 Unrealized
IEF ISHARES TR 0.7%
Value ($000) $5,311 Shares 55,056 Est. Cost $95.75 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.7%
Value ($000) $5,299 Shares 215,744 Est. Cost $16.92 Unrealized +29.3%
FFIV F5 INC 0.7%
Value ($000) $5,244 Shares 16,226 Est. Cost $277.78 Unrealized +12.7%
SPDR S&P 500 ETF TR 0.7%
Value ($000) $5,208 Shares 7,818 Est. Cost Unrealized
GDDY GODADDY INC 0.7%
Value ($000) $5,177 Shares 37,837 Est. Cost $162.17 Unrealized -5.1%
EVRG EVERGY INC 0.7%
Value ($000) $5,176 Shares 68,084 Est. Cost $68.69 Unrealized +2.3%
FIDU FIDELITY COVINGTON TRUST 0.7%
Value ($000) $5,173 Shares 63,129 Est. Cost $65.98 Unrealized
EBAY EBAY INC. 0.7%
Value ($000) $5,057 Shares 55,598 Est. Cost $58.54 Unrealized +50.2%
JBL JABIL INC 0.7%
Value ($000) $5,018 Shares 23,106 Est. Cost $147.23 Unrealized +47.8%
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $4,998 Shares 63,805 Est. Cost $59.19 Unrealized
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $4,975 Shares 19,080 Est. Cost $226.96 Unrealized +13.4%
HIG HARTFORD INSURANCE GROUP INC 0.7%
Value ($000) $4,931 Shares 36,965 Est. Cost $124.66 Unrealized +2.2%
BOXX EA SERIES TRUST 0.7%
Value ($000) $4,922 Shares 43,227 Est. Cost $111.34 Unrealized
MUB ISHARES TR 0.7%
Value ($000) $4,910 Shares 46,103 Est. Cost $106.66 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $4,812 Shares 50,777 Est. Cost $83.52 Unrealized +10.4%
DE DEERE & CO 0.6%
Value ($000) $4,642 Shares 10,151 Est. Cost $422.94 Unrealized +15.8%
AMCOR PLC 0.6%
Value ($000) $4,599 Shares 562,222 Est. Cost $9.83 Unrealized -8.8%
OTIS OTIS WORLDWIDE CORP 0.6%
Value ($000) $4,300 Shares 47,033 Est. Cost $80.21 Unrealized +12.4%
AMZN AMAZON COM INC 0.6%
Value ($000) $4,291 Shares 19,542 Est. Cost $204.89 Unrealized +10.5%
NTAP NETAPP INC 0.6%
Value ($000) $4,203 Shares 35,482 Est. Cost $89.19 Unrealized +24.2%
FSTA FIDELITY COVINGTON TRUST 0.5%
Value ($000) $4,046 Shares 81,180 Est. Cost $48.38 Unrealized
WAB WABTEC 0.5%
Value ($000) $4,028 Shares 20,090 Est. Cost $189.72 Unrealized +3.8%
HPQ HP INC 0.5%
Value ($000) $3,933 Shares 144,451 Est. Cost $29.45 Unrealized -11.2%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $3,766 Shares 16,536 Est. Cost $200.55 Unrealized +11.2%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $3,681 Shares 6,131 Est. Cost $532.58 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $3,539 Shares 19,259 Est. Cost $163.98 Unrealized +17.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,476 Shares 18,631 Est. Cost $109.43 Unrealized +59.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $3,257 Shares 50,716 Est. Cost $68.98 Unrealized -3.0%
SGOL ETFS GOLD TR 0.4%
Value ($000) $3,213 Shares 87,275 Est. Cost $25.11 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $3,140 Shares 52,589 Est. Cost $64.97 Unrealized +4.1%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $3,042 Shares 62,021 Est. Cost $72.86 Unrealized -25.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,002 Shares 52,578 Est. Cost $56.72 Unrealized
SCHO SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,844 Shares 116,567 Est. Cost $35.76 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.4%
Value ($000) $2,827 Shares 210,509 Est. Cost $13.34 Unrealized
DOW DOW INC 0.4%
Value ($000) $2,755 Shares 120,140 Est. Cost $35.90 Unrealized -32.3%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $2,574 Shares 8,360 Est. Cost $257.20 Unrealized
EMN EASTMAN CHEM CO 0.3%
Value ($000) $2,457 Shares 38,973 Est. Cost $82.76 Unrealized -17.6%
FDIS FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,434 Shares 23,663 Est. Cost $82.44 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,421 Shares 42,096 Est. Cost $53.69 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $2,205 Shares 41,293 Est. Cost $50.49 Unrealized
WMT WALMART INC 0.3%
Value ($000) $2,087 Shares 20,250 Est. Cost $56.35 Unrealized +76.1%
MSTR STRATEGY INC 0.3%
Value ($000) $2,073 Shares 6,435 Est. Cost $287.84 Unrealized +28.9%
KLAC KLA CORP 0.3%
Value ($000) $2,047 Shares 1,898 Est. Cost $468.63 Unrealized +98.5%
FMAT FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,037 Shares 38,848 Est. Cost $52.34 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $2,034 Shares 10,909 Est. Cost $175.09 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,011 Shares 76,342 Est. Cost $39.18 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,920 Shares 34,008 Est. Cost $48.07 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $1,866 Shares 17,854 Est. Cost $74.95 Unrealized
SPHY SPDR SERIES TRUST 0.2%
Value ($000) $1,845 Shares 77,065 Est. Cost $23.63 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,836 Shares 2,406 Est. Cost $416.83 Unrealized +78.1%
TSLA TESLA INC 0.2%
Value ($000) $1,826 Shares 4,106 Est. Cost $275.81 Unrealized +25.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,797 Shares 2,935 Est. Cost $548.86 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,796 Shares 2,446 Est. Cost $411.24 Unrealized +80.7%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,770 Shares 3,690 Est. Cost $383.06 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,753 Shares 34,554 Est. Cost $50.63 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $1,751 Shares 31,643 Est. Cost $41.63 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,736 Shares 21,757 Est. Cost $74.21 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,724 Shares 22,582 Est. Cost $74.36 Unrealized
COWG PACER FDS TR 0.2%
Value ($000) $1,713 Shares 47,195 Est. Cost $30.85 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $1,675 Shares 17,257 Est. Cost $98.33 Unrealized
AAVM EA SERIES TRUST 0.2%
Value ($000) $1,641 Shares 57,059 Est. Cost $26.27 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,639 Shares 8,425 Est. Cost $171.49 Unrealized
EWJ ISHARES INC 0.2%
Value ($000) $1,636 Shares 20,391 Est. Cost $78.14 Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $1,581 Shares 52,200 Est. Cost $30.04 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,501 Shares 8,970 Est. Cost $128.48 Unrealized +20.1%
ROMO STRATEGY SHS 0.2%
Value ($000) $1,465 Shares 43,558 Est. Cost $31.22 Unrealized
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,458 Shares 35,939 Est. Cost $40.29 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,452 Shares 4,402 Est. Cost $150.63 Unrealized +103.0%
IDU ISHARES TR 0.2%
Value ($000) $1,448 Shares 13,053 Est. Cost $106.59 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,441 Shares 37,364 Est. Cost $25.62 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $1,418 Shares 30,290 Est. Cost $41.28 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,416 Shares 3,494 Est. Cost $312.64 Unrealized +24.5%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,414 Shares 54,681 Est. Cost $23.72 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.2%
Value ($000) $1,374 Shares 71,789 Est. Cost $18.70 Unrealized
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $1,352 Shares 22,845 Est. Cost $47.82 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,351 Shares 19,918 Est. Cost $58.34 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,307 Shares 5,375 Est. Cost $134.07 Unrealized +56.0%
IVW ISHARES TR 0.2%
Value ($000) $1,264 Shares 10,467 Est. Cost $88.16 Unrealized
V VISA INC 0.2%
Value ($000) $1,233 Shares 3,610 Est. Cost $286.29 Unrealized +20.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,223 Shares 10,844 Est. Cost $76.23 Unrealized +43.9%
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $1,217 Shares 15,091 Est. Cost $64.36 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $1,217 Shares 27,700 Est. Cost $34.34 Unrealized
SFLR INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,151 Shares 31,947 Est. Cost $31.42 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,141 Shares 2,914 Est. Cost $376.13 Unrealized +11.1%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,131 Shares 2,529 Est. Cost $534.10 Unrealized -10.2%
ACIO ETF SER SOLUTIONS 0.1%
Value ($000) $1,113 Shares 25,636 Est. Cost $38.73 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,076 Shares 897 Est. Cost $109.28 Unrealized +11.7%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,073 Shares 3,402 Est. Cost $164.74 Unrealized +79.6%
AGG ISHARES TR 0.1%
Value ($000) $1,067 Shares 10,648 Est. Cost $100.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,062 Shares 6,547 Est. Cost $100.74 Unrealized +64.0%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $1,053 Shares 18,404 Est. Cost $47.28 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,041 Shares 2,123 Est. Cost $375.80 Unrealized +21.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1,033 Shares 1,838 Est. Cost $738.00 Unrealized -23.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $999 Shares 5,970 Est. Cost $107.47 Unrealized +18.9%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $966 Shares 19,534 Est. Cost $41.11 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $933 Shares 19,985 Est. Cost $45.85 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $911 Shares 2,742 Est. Cost $167.52 Unrealized +89.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $908 Shares 1,807 Est. Cost $365.81 Unrealized +32.4%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $887 Shares 15,074 Est. Cost $58.11 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $868 Shares 2,608 Est. Cost $300.51 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $861 Shares 4,167 Est. Cost $189.64 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $858 Shares 12,941 Est. Cost $52.26 Unrealized +30.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $854 Shares 4,483 Est. Cost $135.67 Unrealized +30.2%
EFA ISHARES TR 0.1%
Value ($000) $852 Shares 9,127 Est. Cost $79.02 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $848 Shares 7,657 Est. Cost $91.40 Unrealized +16.5%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $847 Shares 1,180 Est. Cost $674.76 Unrealized +12.5%
GE GE AEROSPACE 0.1%
Value ($000) $846 Shares 2,811 Est. Cost $186.89 Unrealized +45.9%
ETN EATON CORP PLC 0.1%
Value ($000) $844 Shares 2,255 Est. Cost $219.35 Unrealized +65.6%
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $844 Shares 29,198 Est. Cost $28.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $843 Shares 19,192 Est. Cost $33.27 Unrealized +27.7%
IEMG ISHARES INC 0.1%
Value ($000) $839 Shares 12,733 Est. Cost $61.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $816 Shares 2,895 Est. Cost $241.08 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $810 Shares 5,767 Est. Cost $152.85 Unrealized -8.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $800 Shares 8,167 Est. Cost $80.07 Unrealized +16.8%
EG EVEREST GROUP LTD 0.1%
Value ($000) $792 Shares 2,261 Est. Cost $371.78 Unrealized -9.2%
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $775 Shares 26,439 Est. Cost $28.91 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $774 Shares 33,256 Est. Cost $32.60 Unrealized
DASH DOORDASH INC 0.1%
Value ($000) $771 Shares 2,835 Est. Cost $235.16 Unrealized +6.7%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $767 Shares 7,852 Est. Cost $84.94 Unrealized +21.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $765 Shares 6,681 Est. Cost $131.93 Unrealized -11.3%
AMGN AMGEN INC 0.1%
Value ($000) $765 Shares 2,710 Est. Cost $230.30 Unrealized +24.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $760 Shares 821 Est. Cost $501.63 Unrealized +90.7%
HSY HERSHEY CO 0.1%
Value ($000) $749 Shares 4,006 Est. Cost $183.38 Unrealized -2.0%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $738 Shares 6,094 Est. Cost $103.77 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $726 Shares 7,697 Est. Cost $103.04 Unrealized +3.9%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $711 Shares 475 Est. Cost $1530.37 Unrealized -1.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $694 Shares 2,363 Est. Cost $255.34 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $692 Shares 14,949 Est. Cost $42.27 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $685 Shares 23,046 Est. Cost $28.86 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $678 Shares 21,572 Est. Cost $36.54 Unrealized -9.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $673 Shares 2,052 Est. Cost $278.81 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $667 Shares 21,149 Est. Cost $25.85 Unrealized
INCY INCYTE CORP 0.1%
Value ($000) $665 Shares 7,839 Est. Cost $79.04 Unrealized 0.0%
TLH ISHARES TR 0.1%
Value ($000) $657 Shares 6,384 Est. Cost $102.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $657 Shares 1,315 Est. Cost $435.40 Unrealized +2.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $656 Shares 4,269 Est. Cost $134.50 Unrealized +15.2%
BIIB BIOGEN INC 0.1%
Value ($000) $656 Shares 4,681 Est. Cost $245.09 Unrealized -44.8%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $654 Shares 3,334 Est. Cost $129.49 Unrealized +40.6%
SOXX ISHARES TR 0.1%
Value ($000) $644 Shares 2,376 Est. Cost $239.74 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $624 Shares 8,793 Est. Cost $46.83 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $615 Shares 12,198 Est. Cost $63.14 Unrealized -21.7%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $608 Shares 8,170 Est. Cost $71.41 Unrealized
KR KROGER CO 0.1%
Value ($000) $602 Shares 8,928 Est. Cost $55.27 Unrealized +25.0%
KELLANOVA 0.1%
Value ($000) $598 Shares 7,295 Est. Cost $79.78 Unrealized -1.5%
USMV ISHARES TR 0.1%
Value ($000) $596 Shares 6,259 Est. Cost $93.87 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $594 Shares 7,433 Est. Cost $72.51 Unrealized +16.7%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $584 Shares 3,428 Est. Cost $139.52 Unrealized +5.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $575 Shares 2,060 Est. Cost $215.32 Unrealized +23.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $571 Shares 3,952 Est. Cost $132.28 Unrealized 0.0%
IAGG ISHARES TR 0.1%
Value ($000) $568 Shares 11,087 Est. Cost $51.56 Unrealized
FOX FOX CORP 0.1%
Value ($000) $556 Shares 9,705 Est. Cost $33.95 Unrealized +54.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $551 Shares 1,595 Est. Cost $448.97 Unrealized -33.4%
BAI BLACKROCK ETF TRUST 0.1%
Value ($000) $551 Shares 16,117 Est. Cost $34.16 Unrealized
TIDAL TRUST II 0.1%
Value ($000) $550 Shares 39,409 Est. Cost $21.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $546 Shares 1,796 Est. Cost $290.53 Unrealized +3.7%
TLT ISHARES TR 0.1%
Value ($000) $542 Shares 6,068 Est. Cost $95.20 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $536 Shares 5,978 Est. Cost $84.06 Unrealized +5.1%
NOBL PROSHARES TR 0.1%
Value ($000) $534 Shares 5,184 Est. Cost $100.87 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $532 Shares 578 Est. Cost $827.55 Unrealized -2.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $519 Shares 1,477 Est. Cost $297.41 Unrealized +15.7%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $518 Shares 10,339 Est. Cost $50.98 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $511 Shares 5,695 Est. Cost $64.07 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $506 Shares 2,659 Est. Cost $191.38 Unrealized +6.5%
ADSK AUTODESK INC 0.1%
Value ($000) $505 Shares 1,589 Est. Cost $304.73 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $503 Shares 5,626 Est. Cost $88.27 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $492 Shares 11,182 Est. Cost $42.51 Unrealized
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $486 Shares 1,566 Est. Cost $106.76 Unrealized +107.2%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $482 Shares 2,211 Est. Cost $158.64 Unrealized +28.6%
BA BOEING CO 0.1%
Value ($000) $480 Shares 2,225 Est. Cost $190.52 Unrealized +18.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $477 Shares 3,833 Est. Cost $119.01 Unrealized +6.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $475 Shares 1,470 Est. Cost $399.76 Unrealized -22.9%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $473 Shares 14,163 Est. Cost $29.93 Unrealized
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $471 Shares 12,448 Est. Cost $35.80 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $470 Shares 4,671 Est. Cost $84.82 Unrealized +16.9%
CTVA CORTEVA INC 0.1%
Value ($000) $465 Shares 6,881 Est. Cost $58.74 Unrealized +22.8%
SHY ISHARES TR 0.1%
Value ($000) $458 Shares 5,517 Est. Cost $81.21 Unrealized
SHM SPDR SERIES TRUST 0.1%
Value ($000) $452 Shares 9,384 Est. Cost $48.14 Unrealized
GMOM CAMBRIA ETF TR 0.1%
Value ($000) $451 Shares 13,961 Est. Cost $29.60 Unrealized
EBND SPDR SERIES TRUST 0.1%
Value ($000) $450 Shares 21,053 Est. Cost $21.27 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $435 Shares 1,730 Est. Cost $217.44 Unrealized +12.3%
EFG ISHARES TR 0.1%
Value ($000) $428 Shares 3,761 Est. Cost $103.63 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $421 Shares 1,559 Est. Cost $200.68 Unrealized +34.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $416 Shares 2,676 Est. Cost $142.92 Unrealized +6.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $412 Shares 1,621 Est. Cost $238.42 Unrealized
INTU INTUIT 0.1%
Value ($000) $411 Shares 602 Est. Cost $719.44 Unrealized 0.0%
TAXF AMERICAN CENTY ETF TR 0.1%
Value ($000) $405 Shares 8,059 Est. Cost $50.35 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $398 Shares 3,538 Est. Cost $108.19 Unrealized 0.0%
QMOM EA SERIES TRUST 0.1%
Value ($000) $398 Shares 6,169 Est. Cost $63.45 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $393 Shares 4,809 Est. Cost $81.58 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $389 Shares 423 Est. Cost $186.78 Unrealized 0.0%
TIPX SPDR SERIES TRUST 0.1%
Value ($000) $386 Shares 19,986 Est. Cost $18.95 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $375 Shares 1,945 Est. Cost $149.18 Unrealized +17.0%
QVAL EA SERIES TRUST 0.0%
Value ($000) $374 Shares 8,016 Est. Cost $45.74 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $367 Shares 11,610 Est. Cost $30.26 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $360 Shares 21,148 Est. Cost $16.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $344 Shares 7,331 Est. Cost $47.18 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $343 Shares 1,169 Est. Cost $297.80 Unrealized 0.0%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $343 Shares 8,529 Est. Cost $34.13 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $342 Shares 18,658 Est. Cost $18.68 Unrealized 0.0%
IMOM EA SERIES TRUST 0.0%
Value ($000) $341 Shares 9,312 Est. Cost $28.81 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $341 Shares 10,629 Est. Cost $23.45 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $340 Shares 2,444 Est. Cost $146.46 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $337 Shares 6,856 Est. Cost $49.19 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $336 Shares 2,742 Est. Cost $113.09 Unrealized +4.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $336 Shares 4,160 Est. Cost $71.34 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $331 Shares 3,947 Est. Cost $68.64 Unrealized +17.2%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $330 Shares 3,592 Est. Cost $91.72 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $328 Shares 12,806 Est. Cost $24.69 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $321 Shares 1,356 Est. Cost $234.48 Unrealized -4.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $318 Shares 3,810 Est. Cost $126.79 Unrealized -30.5%
SYY SYSCO CORP 0.0%
Value ($000) $317 Shares 3,845 Est. Cost $72.01 Unrealized +9.5%
ITA ISHARES TR 0.0%
Value ($000) $311 Shares 1,488 Est. Cost $209.26 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $308 Shares 15,956 Est. Cost $14.07 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $308 Shares 5,799 Est. Cost $52.65 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $302 Shares 4,622 Est. Cost $61.82 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $300 Shares 928 Est. Cost $259.07 Unrealized +22.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $294 Shares 1,610 Est. Cost $162.07 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $293 Shares 4,371 Est. Cost $68.89 Unrealized +4.3%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $287 Shares 7,834 Est. Cost $31.08 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $286 Shares 53 Est. Cost $5183.03 Unrealized +7.3%
RUNN STRATEGIC TRUST 0.0%
Value ($000) $285 Shares 8,326 Est. Cost $33.84 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $284 Shares 1,350 Est. Cost $207.11 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $283 Shares 4,989 Est. Cost $45.85 Unrealized +24.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $282 Shares 5,597 Est. Cost $36.05 Unrealized +27.9%
MTUM ISHARES TR 0.0%
Value ($000) $282 Shares 1,099 Est. Cost $205.00 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $282 Shares 3,140 Est. Cost $88.79 Unrealized 0.0%
IVAL EA SERIES TRUST 0.0%
Value ($000) $277 Shares 9,175 Est. Cost $25.79 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $277 Shares 7,048 Est. Cost $38.89 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $275 Shares 1,782 Est. Cost $123.12 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $268 Shares 7,982 Est. Cost $26.85 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $267 Shares 2,597 Est. Cost $89.81 Unrealized +14.5%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $265 Shares 1,820 Est. Cost $102.44 Unrealized +25.7%
TER TERADYNE INC 0.0%
Value ($000) $264 Shares 1,919 Est. Cost $109.09 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $264 Shares 1,202 Est. Cost $146.90 Unrealized +36.2%
BBY BEST BUY INC 0.0%
Value ($000) $264 Shares 3,486 Est. Cost $65.81 Unrealized +6.4%
GOOG ALPHABET INC 0.0%
Value ($000) $263 Shares 1,078 Est. Cost $169.80 Unrealized +23.6%
ADBE ADOBE INC 0.0%
Value ($000) $259 Shares 733 Est. Cost $442.07 Unrealized -18.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $258 Shares 1,052 Est. Cost $176.24 Unrealized +35.6%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $258 Shares 1,121 Est. Cost $227.43 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $257 Shares 12,180 Est. Cost $19.19 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $256 Shares 5,588 Est. Cost $47.53 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $256 Shares 2,678 Est. Cost $84.29 Unrealized +12.2%
CVNA CARVANA CO 0.0%
Value ($000) $254 Shares 672 Est. Cost $274.18 Unrealized +30.4%
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $253 Shares 8,146 Est. Cost $23.74 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $251 Shares 3,197 Est. Cost $82.02 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $250 Shares 2,866 Est. Cost $76.32 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $249 Shares 5,532 Est. Cost $50.42 Unrealized -9.7%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $247 Shares 5,934 Est. Cost $41.76 Unrealized
COM DIREXION SHS ETF TR 0.0%
Value ($000) $245 Shares 8,542 Est. Cost $28.74 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $245 Shares 9,910 Est. Cost $24.02 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $245 Shares 4,795 Est. Cost $51.02 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $244 Shares 3,323 Est. Cost $55.42 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $243 Shares 4,804 Est. Cost $50.65 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $240 Shares 1,810 Est. Cost $95.23 Unrealized +44.2%
SPDR S&P 500 ETF TR 0.0%
Value ($000) $239 Shares 161 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $237 Shares 1,701 Est. Cost $125.04 Unrealized +4.3%
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $237 Shares 6,360 Est. Cost $34.60 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $232 Shares 2,592 Est. Cost $96.73 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $232 Shares 2,660 Est. Cost $87.33 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $232 Shares 4,036 Est. Cost $37.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $230 Shares 6,554 Est. Cost $33.63 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $229 Shares 1,416 Est. Cost $155.26 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $229 Shares 2,723 Est. Cost $82.26 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $226 Shares 397 Est. Cost $573.47 Unrealized 0.0%
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $225 Shares 5,180 Est. Cost $36.44 Unrealized
IUS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $224 Shares 4,051 Est. Cost $47.86 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $224 Shares 2,256 Est. Cost $90.03 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value ($000) $219 Shares 8,681 Est. Cost $25.11 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $219 Shares 4,558 Est. Cost $38.46 Unrealized +24.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $218 Shares 2,856 Est. Cost $76.39 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 8,676 Est. Cost $24.32 Unrealized
TAIL CAMBRIA ETF TR 0.0%
Value ($000) $215 Shares 18,172 Est. Cost $12.03 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 1,029 Est. Cost $195.01 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $213 Shares 1,535 Est. Cost $131.85 Unrealized +0.4%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $212 Shares 7,869 Est. Cost $29.01 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $201 Shares 3,723 Est. Cost $53.29 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $200 Shares 1,069 Est. Cost $184.06 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $159 Shares 11,955 Est. Cost $5.68 Unrealized +76.3%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $150 Shares 15,019 Est. Cost $10.03 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $134 Shares 24,571 Est. Cost $5.47 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $106 Shares 23,282 Est. Cost $2.78 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $94 Shares 10,000 Est. Cost $8.17 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $85 Shares 12,360 Est. Cost $6.88 Unrealized
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $84 Shares 16,000 Est. Cost $1.01 Unrealized +299.5%
BITF BITFARMS LTD 0.0%
Value ($000) $30 Shares 10,615 Est. Cost $2.22 Unrealized -30.2%