Ethos Financial Group, LLC Diversified Active

CIK: 0001954242 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $767,053 (100.0% shares, 0.0% debt)

Holdings (397)

SCHB Schwab U.S. Broad Market Etf 5.5%
Value ($000) $42,471 Shares 1,870,971 Est. Cost $27.47 Unrealized
BOXX Alpha Architect 1-3 Month Box Etf 4.7%
Value ($000) $35,952 Shares 326,002 Est. Cost $25.81 Unrealized
SCHX Schwab Us Large Cap Etf 3.1%
Value ($000) $23,657 Shares 1,020,561 Est. Cost $28.19 Unrealized
VT Vanguard Total World Stock Etf 3.0%
Value ($000) $22,892 Shares 194,859 Est. Cost $90.27 Unrealized
SCHG Schwab Us Large Cap Growth Etf 2.9%
Value ($000) $22,365 Shares 802,472 Est. Cost $34.41 Unrealized
MOAT Vaneck Morningstar Wide Moat Etf 2.9%
Value ($000) $22,074 Shares 238,063 Est. Cost $60.78 Unrealized
SGOL Abrdn Physical Gold Shares Etf 2.8%
Value ($000) $21,286 Shares 849,788 Est. Cost $17.42 Unrealized
VOO Vanguard S&P 500 Etf 2.1%
Value ($000) $16,361 Shares 30,365 Est. Cost $518.69 Unrealized
STRV Strive 500 Etf 2.1%
Value ($000) $16,144 Shares 427,094 Est. Cost $37.80 Unrealized
TIP Ishares Tips Bond Etf 2.0%
Value ($000) $15,505 Shares 145,520 Est. Cost $92.75 Unrealized
SCHV Schwab Us Large Cap Value Etf 2.0%
Value ($000) $15,285 Shares 586,310 Est. Cost $35.48 Unrealized
EFA Ishares Msci Eafe Etf 1.8%
Value ($000) $13,812 Shares 182,679 Est. Cost $74.64 Unrealized
SPY Spdr S&P 500 Etf 1.8%
Value ($000) $13,711 Shares 23,316 Est. Cost $12.51 Unrealized
AAPL Apple Inc Com 1.8%
Value ($000) $13,675 Shares 54,597 Est. Cost $153.76 Unrealized +52.5%
RSP Invesco S&P 500 Equal Weight Etf 1.6%
Value ($000) $12,145 Shares 69,309 Est. Cost $142.48 Unrealized
JBBB Janus Henderson B Bbb Clo Etf 1.5%
Value ($000) $11,798 Shares 239,988 Est. Cost $49.16 Unrealized
XLE Energy Select Sector Spdr Etf 1.5%
Value ($000) $11,507 Shares 134,335 Est. Cost $83.06 Unrealized
MOOD Relative Sentiment Tactical Allocation 1.5%
Value ($000) $11,450 Shares 387,054 Est. Cost $21.13 Unrealized
SHY Ishares 1-3 Year Treasury Bond Etf 1.4%
Value ($000) $10,487 Shares 127,919 Est. Cost $81.98 Unrealized
FTLS First Trust Long/Short Equity 1.3%
Value ($000) $10,286 Shares 156,299 Est. Cost $65.76 Unrealized
USHY Ishares Broad Usd Hg Yld Crp Bnd Etf 1.3%
Value ($000) $9,715 Shares 264,068 Est. Cost $34.48 Unrealized
VUG Vanguard Growth Etf 1.3%
Value ($000) $9,618 Shares 23,432 Est. Cost $410.45 Unrealized
QVAL Alpha Archtct Us Quntv Val Etf 1.2%
Value ($000) $9,079 Shares 203,392 Est. Cost $22.82 Unrealized
MTBA Simplify Mbs Etf 1.2%
Value ($000) $8,980 Shares 180,717 Est. Cost $49.69 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf 1.2%
Value ($000) $8,928 Shares 215,663 Est. Cost $31.12 Unrealized
VO Vanguard Mid-Cap Etf 1.1%
Value ($000) $8,767 Shares 33,194 Est. Cost $264.13 Unrealized
QQQM Invesco Exchange Traded Fund T Nasdaq 100 Etf 1.1%
Value ($000) $8,328 Shares 39,573 Est. Cost $204.90 Unrealized
STIP Ishares 0-5 Year Tips Bond Etf 1.1%
Value ($000) $8,218 Shares 81,690 Est. Cost $49.31 Unrealized
SPLV Invesco S&P 500 Low Volatility Etf 1.0%
Value ($000) $8,047 Shares 114,955 Est. Cost $71.73 Unrealized
IWY Ishares Russell Top 200 Growth Etf 1.0%
Value ($000) $7,975 Shares 33,838 Est. Cost $225.48 Unrealized
SPGM Spdr Msci Global Stock Market Etf 1.0%
Value ($000) $7,942 Shares 125,410 Est. Cost $63.33 Unrealized
IVV Ishares Core S&P 500 Etf 1.0%
Value ($000) $7,927 Shares 13,466 Est. Cost $376.17 Unrealized
VXF Vanguard Extended Market Etf Iv 1.0%
Value ($000) $7,552 Shares 39,749 Est. Cost $182.49 Unrealized
VONG Vanguard Russell 1000 Growth Etf 1.0%
Value ($000) $7,310 Shares 70,766 Est. Cost $96.75 Unrealized
SPD Simplify Us Equity Plus Downside Convexity Etf 0.9%
Value ($000) $7,087 Shares 212,366 Est. Cost $33.40 Unrealized
EMXC Ishares Msci Emerging Markets Ex China Etf 0.8%
Value ($000) $6,254 Shares 112,793 Est. Cost $55.45 Unrealized
IWF Ishares Russell 1000 Growth Etf 0.8%
Value ($000) $6,006 Shares 14,957 Est. Cost $221.60 Unrealized
MSFT Microsoft 0.7%
Value ($000) $5,615 Shares 13,311 Est. Cost $255.71 Unrealized +65.2%
QMOM Alpha Archtct Us Quntv Mtnm Etf 0.7%
Value ($000) $5,569 Shares 86,844 Est. Cost $32.91 Unrealized
VTIP Vanguard Short Inflation Prot Etf Iv 0.7%
Value ($000) $5,402 Shares 111,619 Est. Cost $44.33 Unrealized
QUAL Ishares Msci Usa Qlty Fact Etf 0.7%
Value ($000) $5,247 Shares 29,465 Est. Cost $11.26 Unrealized
AMZN Amazon.Com Inc 0.7%
Value ($000) $5,049 Shares 23,003 Est. Cost $132.20 Unrealized +54.8%
MGK Vanguard Mega Cap Growth Etf 0.7%
Value ($000) $5,008 Shares 14,584 Est. Cost $0.26 Unrealized
XOM Exxonmobil 0.7%
Value ($000) $4,990 Shares 46,366 Est. Cost $97.53 Unrealized +15.2%
IWM Ishares Russell 2000 Etf 0.6%
Value ($000) $4,885 Shares 22,109 Est. Cost $160.81 Unrealized
QQQ Invsc Qqq Trust Srs 1 Etf 0.6%
Value ($000) $4,876 Shares 9,538 Est. Cost $169.96 Unrealized
SCHP Schwab Us Tips Etf 0.6%
Value ($000) $4,857 Shares 188,031 Est. Cost $27.27 Unrealized
IEF Ishares 7-10 Year Treasury Bond Etf 0.6%
Value ($000) $4,849 Shares 52,451 Est. Cost $92.45 Unrealized
VWO Vanguard Ftse Emerging Markets Etf 0.6%
Value ($000) $4,594 Shares 104,325 Est. Cost $39.81 Unrealized
JPM Jpmorgan Chase 0.6%
Value ($000) $4,547 Shares 18,765 Est. Cost $125.31 Unrealized +82.0%
NVDA Nvidia Corp 0.6%
Value ($000) $4,312 Shares 32,092 Est. Cost $102.79 Unrealized +34.1%
GLD Spdr Gold Shares 0.5%
Value ($000) $4,097 Shares 16,919 Est. Cost $207.48 Unrealized
RSPG Invesco S&P 500 Equal Weight Energy Etf 0.5%
Value ($000) $4,019 Shares 52,638 Est. Cost $76.36 Unrealized
SGOV Ishares 0 To 3 Mnth Treasury Bnd Etf 0.5%
Value ($000) $3,888 Shares 38,754 Est. Cost $104.91 Unrealized
SYLD Cambria Shareholder Yield Etf 0.5%
Value ($000) $3,634 Shares 53,081 Est. Cost $68.47 Unrealized
TUA Simplify Short Term Treasury Futures Strategy Etf 0.5%
Value ($000) $3,561 Shares 167,815 Est. Cost $21.22 Unrealized
CTA Simplify Managed Futurs Strgy Etf 0.4%
Value ($000) $3,388 Shares 121,466 Est. Cost $27.89 Unrealized
MLPA Global X Mlp Etf 0.4%
Value ($000) $3,297 Shares 66,731 Est. Cost $41.49 Unrealized
BXSL Blackstone Secd Lending 0.4%
Value ($000) $3,106 Shares 94,025 Est. Cost $21.74 Unrealized +26.4%
IOFIX Alphacentric Incm Oppty Fd I 0.4%
Value ($000) $3,088 Shares 420,105 Est. Cost $0.13 Unrealized
USFR Wisdomtree Floating Rate Treasry Etf 0.4%
Value ($000) $3,076 Shares 61,121 Est. Cost $50.82 Unrealized
SCHE Schwab Emerging Markets Equity Etf 0.4%
Value ($000) $3,025 Shares 113,585 Est. Cost $20.95 Unrealized
PCT Purecycle Technologies Inc Com 0.4%
Value ($000) $2,941 Shares 286,972 Est. Cost $11.60 Unrealized 0.0%
URA Global X Uranium Etf 0.4%
Value ($000) $2,884 Shares 106,254 Est. Cost $18.29 Unrealized
LVHI Franklin Intl Low Vol Hi Div 0.4%
Value ($000) $2,871 Shares 94,065 Est. Cost $30.52 Unrealized
WHOSX Wasatch-Hoisington Us Tr Easury 0.3%
Value ($000) $2,625 Shares 253,905 Est. Cost $0.11 Unrealized
BRK/B Berkshire Hathaway Class B 0.3%
Value ($000) $2,615 Shares 5,764 Est. Cost $346.95 Unrealized +33.1%
SHV Ishares Short Treasury Bond Etf 0.3%
Value ($000) $2,575 Shares 23,382 Est. Cost $102.41 Unrealized
AOR Ishares Core Growth Allocation Etf 0.3%
Value ($000) $2,569 Shares 44,817 Est. Cost $0.06 Unrealized
BIL Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf New 0.3%
Value ($000) $2,565 Shares 28,056 Est. Cost $84.30 Unrealized
SWPPX Schwab S&P 500 Index 0.3%
Value ($000) $2,362 Shares 26,009 Est. Cost $5.87 Unrealized
SHLD Global X Defense Tech Etf 0.3%
Value ($000) $2,184 Shares 58,171 Est. Cost $37.24 Unrealized
MUB Ishares National Muni Bond Etf 0.3%
Value ($000) $2,080 Shares 19,522 Est. Cost $83.14 Unrealized
TSLA Tesla Motors 0.3%
Value ($000) $2,014 Shares 4,986 Est. Cost $287.67 Unrealized +11.8%
MBOX Ea Ser Tr Freedom Day Dividend Etf 0.3%
Value ($000) $1,968 Shares 59,981 Est. Cost $33.92 Unrealized
VIG Vanguard Dividend Appreciation Etf 0.2%
Value ($000) $1,913 Shares 9,770 Est. Cost $154.17 Unrealized
IJR Ishares Core S&P Small Cap Etf 0.2%
Value ($000) $1,903 Shares 16,513 Est. Cost $92.52 Unrealized
PAVE Global X Us Infra Dvlpmnt Etf 0.2%
Value ($000) $1,784 Shares 43,997 Est. Cost $41.15 Unrealized
GOOGL Alphabet Inc Cap Stk Cl A 0.2%
Value ($000) $1,777 Shares 9,387 Est. Cost $116.05 Unrealized +50.1%
TPL Texas Pacific Land Corp 0.2%
Value ($000) $1,752 Shares 1,584 Est. Cost $196.82 Unrealized +106.3%
XLG Invesco S&P 500 Top 50 Etf 0.2%
Value ($000) $1,609 Shares 32,200 Est. Cost $19.57 Unrealized
VTEB Vanguard Tax-Exempt Bond Etf 0.2%
Value ($000) $1,597 Shares 31,861 Est. Cost $50.13 Unrealized
V Visa Inc Class A 0.2%
Value ($000) $1,567 Shares 4,949 Est. Cost $208.69 Unrealized +43.0%
COST Costco Wholesale Co 0.2%
Value ($000) $1,439 Shares 1,568 Est. Cost $511.73 Unrealized +80.3%
META Meta Platforms Inc Class A 0.2%
Value ($000) $1,419 Shares 2,419 Est. Cost $240.87 Unrealized +142.8%
MA Mastercard Inc Class A 0.2%
Value ($000) $1,399 Shares 2,656 Est. Cost $359.12 Unrealized +43.3%
GOOG Alphabet Inc. Class C 0.2%
Value ($000) $1,395 Shares 7,300 Est. Cost $115.52 Unrealized +52.1%
FLRN Spdr Bloomberg Int Grd Flt Rt Etf 0.2%
Value ($000) $1,370 Shares 44,592 Est. Cost $22.30 Unrealized
JAAA Janus Henderson Aaa Clo 0.2%
Value ($000) $1,351 Shares 26,377 Est. Cost $41.12 Unrealized
LEAD Siren Etf Tr Divcon Leaders Divid Etf 0.2%
Value ($000) $1,330 Shares 20,001 Est. Cost $8.88 Unrealized
WMT Wal-Mart 0.2%
Value ($000) $1,327 Shares 14,620 Est. Cost $56.95 Unrealized +50.7%
AVGO Broadcom Inc 0.2%
Value ($000) $1,324 Shares 5,712 Est. Cost $158.74 Unrealized +15.2%
HD Home Depot 0.2%
Value ($000) $1,289 Shares 3,315 Est. Cost $285.44 Unrealized +39.2%
LLY Lilly Eli & Co 0.2%
Value ($000) $1,285 Shares 1,662 Est. Cost $625.13 Unrealized +31.4%
MCD Mcdonald'S 0.2%
Value ($000) $1,223 Shares 4,220 Est. Cost $266.77 Unrealized +8.8%
VFIAX Vanguard 500 Index Adm 0.2%
Value ($000) $1,156 Shares 2,131 Est. Cost $190.01 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $1,150 Shares 2,274 Est. Cost $504.92 Unrealized +9.5%
FNDF Schwab Fundamental Inl Large Com Etf 0.1%
Value ($000) $1,146 Shares 34,493 Est. Cost $28.69 Unrealized
IWD Ishares Russell 1000 Value Etf 0.1%
Value ($000) $1,123 Shares 6,069 Est. Cost $185.12 Unrealized
SPYG Spdr S&P 500 Growth Etf 0.1%
Value ($000) $1,118 Shares 12,714 Est. Cost $87.90 Unrealized
SCHD Schwab Us Dividend Equity Etf 0.1%
Value ($000) $1,117 Shares 40,890 Est. Cost $22.55 Unrealized
VONE Vanguard Russell 1000 Etf Iv 0.1%
Value ($000) $1,108 Shares 4,156 Est. Cost $82.55 Unrealized
IJH Ishares Core S&P Mid-Cap Etf 0.1%
Value ($000) $1,068 Shares 17,145 Est. Cost $55.35 Unrealized
KRBN Kraneshares Global Carbon Stg Etf 0.1%
Value ($000) $1,027 Shares 35,077 Est. Cost $29.42 Unrealized
FRDM Freedom 100 Emerging Markets Etf 0.1%
Value ($000) $967 Shares 29,586 Est. Cost $0.03 Unrealized
HARL Harleysville Finl Co0050 0.1%
Value ($000) $951 Shares 43,014 Est. Cost $18.58 Unrealized +11.5%
DFSD Dimensional Short Duration Fixed Income Etf 0.1%
Value ($000) $949 Shares 20,248 Est. Cost $2.68 Unrealized
Bank Of America 0.1%
Value ($000) $925 Shares 40,443 Est. Cost $0.02 Unrealized
MSTR Microstrategy Inc Class A 0.1%
Value ($000) $914 Shares 3,157 Est. Cost $198.85 Unrealized +51.3%
OEF Ishares S&P 100 Etf 0.1%
Value ($000) $890 Shares 3,082 Est. Cost $288.85 Unrealized
IBIT Ishares Bitcoin Trust 0.1%
Value ($000) $862 Shares 16,240 Est. Cost $30.53 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $858 Shares 5,105 Est. Cost $149.28 Unrealized +11.0%
TLT Ishares 20 Year Treasury Bond Etf 0.1%
Value ($000) $857 Shares 9,813 Est. Cost $7.01 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $832 Shares 5,739 Est. Cost $155.54 Unrealized -3.8%
CVX Chevron Corp. 0.1%
Value ($000) $788 Shares 5,428 Est. Cost $148.24 Unrealized -1.8%
SPMD Spdr Mid Cap Etf 0.1%
Value ($000) $785 Shares 14,361 Est. Cost $0.05 Unrealized
FDG American Cntr Fcsd Dynmc Grwt Etf 0.1%
Value ($000) $780 Shares 7,513 Est. Cost $103.86 Unrealized
GBIL Goldman Sachs Acces Treas 0 1 Yr Etf 0.1%
Value ($000) $773 Shares 7,710 Est. Cost $100.32 Unrealized
PLTR Palantir Technologies In Class A 0.1%
Value ($000) $769 Shares 10,168 Est. Cost $58.25 Unrealized 0.0%
SUB Ishares Short Term Ntnl Mun Bnd Etf 0.1%
Value ($000) $754 Shares 7,153 Est. Cost $64.03 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $751 Shares 1,311 Est. Cost $354.23 Unrealized +53.8%
PRIVX Private Shares Fd A 0.1%
Value ($000) $748 Shares 17,707 Est. Cost $0.04 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $747 Shares 4,483 Est. Cost $127.94 Unrealized +37.4%
AGG Ishares Core Us Aggregate Bond Etf 0.1%
Value ($000) $721 Shares 7,443 Est. Cost $82.94 Unrealized
SCHZ Schwab Us Aggregate Bond Etf 0.1%
Value ($000) $715 Shares 31,509 Est. Cost $2.09 Unrealized
MRK Merck & Co. Inc. 0.1%
Value ($000) $714 Shares 7,123 Est. Cost $95.67 Unrealized +3.2%
NSTLX Neuberger Berman Strat Incm Inst 0.1%
Value ($000) $713 Shares 72,191 Est. Cost $1.36 Unrealized
The Goldman Sach 0.1%
Value ($000) $713 Shares 31,126 Est. Cost $0.50 Unrealized
BFST Business First Bancshare 0.1%
Value ($000) $710 Shares 27,631 Est. Cost $21.01 Unrealized +24.0%
IEI Ishares 3-7 Year Trery Bond Etf 0.1%
Value ($000) $709 Shares 6,135 Est. Cost $0.12 Unrealized
AGTHX American Funds Growth Fund Of America A 0.1%
Value ($000) $698 Shares 9,371 Est. Cost $0.06 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $696 Shares 3,082 Est. Cost $176.98 Unrealized +15.0%
GIOIX Guggenheim Macro Oppty Inst 0.1%
Value ($000) $696 Shares 28,212 Est. Cost $0.02 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $686 Shares 2,331 Est. Cost $228.65 Unrealized +25.9%
ABALX American Fd Balanced Fd Cl A 0.1%
Value ($000) $683 Shares 19,894 Est. Cost $4.39 Unrealized
HSY Hershey Co Com 0.1%
Value ($000) $671 Shares 3,962 Est. Cost $181.12 Unrealized -4.5%
RPV Invesco S&P 500 Pure Value Etf 0.1%
Value ($000) $651 Shares 7,217 Est. Cost $90.21 Unrealized
Morgan Stanley 0.1%
Value ($000) $640 Shares 26,548 Est. Cost $0.02 Unrealized
PFF Ishares Preferred Income Sec Etf 0.1%
Value ($000) $637 Shares 20,272 Est. Cost $19.31 Unrealized
CTRA Coterra Energy Inc 0.1%
Value ($000) $610 Shares 23,888 Est. Cost $23.92 Unrealized 0.0%
VGSH Vanguard Short Term Treasury Etf Iv 0.1%
Value ($000) $603 Shares 10,367 Est. Cost $57.88 Unrealized
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $596 Shares 8,483 Est. Cost $39.73 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $594 Shares 8,279 Est. Cost $73.02 Unrealized +2.8%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $591 Shares 15,634 Est. Cost $32.90 Unrealized +21.6%
CSCO Cisco Systems 0.1%
Value ($000) $587 Shares 9,868 Est. Cost $45.10 Unrealized +22.8%
STXT Strive Total Return Bond Etf 0.1%
Value ($000) $562 Shares 28,349 Est. Cost $19.81 Unrealized
IVW Ishares S&P 500 Growth Etf 0.1%
Value ($000) $558 Shares 5,497 Est. Cost $0.08 Unrealized
ERIE Erie Indeminity Co 0.1%
Value ($000) $554 Shares 1,344 Est. Cost $440.83 Unrealized 0.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $549 Shares 2,214 Est. Cost $213.42 Unrealized +22.5%
DBMF Imgp Dbi Managed Futures Strategy 0.1%
Value ($000) $548 Shares 21,020 Est. Cost $28.83 Unrealized
DXCM Dexcom Inc 0.1%
Value ($000) $539 Shares 6,925 Est. Cost $74.04 Unrealized 0.0%
IBM Ibm 0.1%
Value ($000) $537 Shares 2,411 Est. Cost $128.86 Unrealized +67.9%
DFAU Dimensional Us Core Equity Market Etf 0.1%
Value ($000) $533 Shares 13,161 Est. Cost $0.91 Unrealized
ACN Accenture Plc F Class A 0.1%
Value ($000) $520 Shares 1,470 Est. Cost $288.02 Unrealized +23.2%
VV Vanguard Large Cap Etf 0.1%
Value ($000) $505 Shares 1,872 Est. Cost $264.11 Unrealized
ETN Eaton Corp Plc F 0.1%
Value ($000) $498 Shares 1,493 Est. Cost $274.82 Unrealized +26.3%
ABBV Abbvie Inc 0.1%
Value ($000) $489 Shares 2,751 Est. Cost $141.41 Unrealized +25.5%
WTMF Wisdomtree Managed Futures Strat Etf 0.1%
Value ($000) $476 Shares 13,639 Est. Cost $1.34 Unrealized
NEU Newmarket Corporatn 0.1%
Value ($000) $475 Shares 895 Est. Cost $289.43 Unrealized +81.3%
DE Deere & Co 0.1%
Value ($000) $467 Shares 1,098 Est. Cost $384.45 Unrealized +7.7%
CTAS Cintas Corp 0.1%
Value ($000) $466 Shares 2,549 Est. Cost $174.80 Unrealized +19.2%
IWL Ishares Russell Top 200 Etf 0.1%
Value ($000) $462 Shares 3,193 Est. Cost $83.29 Unrealized
RTX Raytheon Technologies Co 0.1%
Value ($000) $462 Shares 3,992 Est. Cost $87.28 Unrealized +35.5%
CAT Caterpillar 0.1%
Value ($000) $460 Shares 1,263 Est. Cost $306.72 Unrealized +24.5%
BITB Bitwise Bitcoin Etf 0.1%
Value ($000) $458 Shares 9,004 Est. Cost $50.85 Unrealized
FBTC Fidelity Wise Origin Bitcoin Fund 0.1%
Value ($000) $456 Shares 5,595 Est. Cost $81.58 Unrealized
SNA Snap On Inc 0.1%
Value ($000) $455 Shares 1,341 Est. Cost $257.70 Unrealized +27.1%
GAFFX American Funds Growth Fu Nd Of Amer F3 0.1%
Value ($000) $453 Shares 6,088 Est. Cost $3.55 Unrealized
MSCI Msci Inc 0.1%
Value ($000) $453 Shares 755 Est. Cost $591.72 Unrealized 0.0%
JPST Jpmorgan Ultra Short Income Etf 0.1%
Value ($000) $449 Shares 8,872 Est. Cost $52.09 Unrealized
ZECP Zacks Earnings Consistent Port Etf 0.1%
Value ($000) $448 Shares 14,622 Est. Cost $24.10 Unrealized
VTI Vanguard Total Stock Market Etf 0.1%
Value ($000) $445 Shares 1,534 Est. Cost $132.35 Unrealized
CLOZ Panagram Bbb B Clo Etf 0.1%
Value ($000) $437 Shares 16,069 Est. Cost $27.18 Unrealized
BLK Blackrock Fndg Inc 0.1%
Value ($000) $433 Shares 422 Est. Cost $991.05 Unrealized 0.0%
PSN Parsons Corp 0.1%
Value ($000) $431 Shares 4,676 Est. Cost $46.08 Unrealized +121.3%
GTLLX Glenmede Quant Us Large Cap Gr Eq Adv 0.1%
Value ($000) $431 Shares 16,039 Est. Cost $7.55 Unrealized
SDVY First Trust Smid Cap Rising Divi Etf 0.1%
Value ($000) $424 Shares 11,816 Est. Cost $0.06 Unrealized
ET Energy Transfer Lp 0.1%
Value ($000) $424 Shares 21,622 Est. Cost $12.12 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $421 Shares 472 Est. Cost $59.92 Unrealized +37.4%
AMGN Amgen Inc. 0.1%
Value ($000) $420 Shares 1,613 Est. Cost $266.65 Unrealized +7.3%
LLDYX Lord Abbett Short Durati On Income I 0.1%
Value ($000) $418 Shares 108,316 Est. Cost $0.00 Unrealized
ADI Analog Devices Inc 0.1%
Value ($000) $418 Shares 1,967 Est. Cost $152.92 Unrealized +41.8%
NXST Nexstar Media Group Class A 0.1%
Value ($000) $413 Shares 2,613 Est. Cost $136.38 Unrealized +16.5%
QCOM Qualcomm Inc 0.1%
Value ($000) $410 Shares 2,670 Est. Cost $131.62 Unrealized +21.2%
ADBE Adobe Inc 0.1%
Value ($000) $409 Shares 916 Est. Cost $518.42 Unrealized -4.5%
Truist Finl C 0.1%
Value ($000) $405 Shares 20,971 Est. Cost $0.02 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $404 Shares 830 Est. Cost $426.55 Unrealized +23.6%
TRBCX T Rowe Price Blue Chip Growth Fd Inv 0.1%
Value ($000) $393 Shares 2,107 Est. Cost $14.64 Unrealized
GTLOX Glenmede Quant Us Large Cap Core Equity 0.1%
Value ($000) $392 Shares 19,250 Est. Cost $4.05 Unrealized
C Citigroup Inc 0.1%
Value ($000) $388 Shares 5,507 Est. Cost $42.64 Unrealized +53.3%
MCK Mckesson Corp 0.1%
Value ($000) $387 Shares 678 Est. Cost $471.23 Unrealized +18.3%
DKS Dicks Sporting Goods 0.1%
Value ($000) $387 Shares 1,689 Est. Cost $206.70 Unrealized -1.3%
BTAL Agfiq U.S. Market Neutral Anti-Beta Fund 0.1%
Value ($000) $386 Shares 20,225 Est. Cost $20.63 Unrealized
PWR Quanta Services Inc 0.1%
Value ($000) $384 Shares 1,215 Est. Cost $264.40 Unrealized +21.5%
BAC Bank Of America 0.0%
Value ($000) $380 Shares 8,650 Est. Cost $32.68 Unrealized +31.0%
ANWPX American Funds New Perspective A 0.0%
Value ($000) $379 Shares 6,107 Est. Cost $8.81 Unrealized
VZ Verizon 0.0%
Value ($000) $371 Shares 9,285 Est. Cost $32.15 Unrealized +22.5%
DXJ Wisdomtree Japan Hedged Equity Etf 0.0%
Value ($000) $361 Shares 3,273 Est. Cost $110.29 Unrealized
TJX Tjx Companies Inc 0.0%
Value ($000) $361 Shares 2,965 Est. Cost $88.03 Unrealized +33.7%
FLOT Ishares Floating Rate Bond Etf 0.0%
Value ($000) $352 Shares 6,927 Est. Cost $50.88 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $344 Shares 3,983 Est. Cost $252.84 Unrealized -61.5%
PINS Pinterest Inc Class A 0.0%
Value ($000) $342 Shares 11,803 Est. Cost $24.27 Unrealized +29.5%
Qwest Corp 0.0%
Value ($000) $339 Shares 19,350 Est. Cost $0.01 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $335 Shares 2,053 Est. Cost $181.09 Unrealized -2.6%
SECT Northern Lights Fund Trust Iv Main Sectr Rotn Etf 0.0%
Value ($000) $331 Shares 6,016 Est. Cost $14.43 Unrealized
IWB Ishares Russell 1000 Etf 0.0%
Value ($000) $329 Shares 1,022 Est. Cost $322.16 Unrealized
IVAL Alpha Archtct Intr Quntv Val Etf 0.0%
Value ($000) $327 Shares 13,610 Est. Cost $21.35 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $325 Shares 2,873 Est. Cost $101.08 Unrealized +12.1%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $320 Shares 763 Est. Cost $376.22 Unrealized +14.0%
INTU Intuit Inc 0.0%
Value ($000) $319 Shares 508 Est. Cost $477.11 Unrealized +33.0%
SPGI S&P Global Inc 0.0%
Value ($000) $319 Shares 641 Est. Cost $400.30 Unrealized +25.7%
T At&T 0.0%
Value ($000) $319 Shares 14,001 Est. Cost $17.38 Unrealized +23.8%
LAD Lithia Motors Inc Class A 0.0%
Value ($000) $319 Shares 892 Est. Cost $279.76 Unrealized +25.9%
PEP Pepsico Inc 0.0%
Value ($000) $319 Shares 2,077 Est. Cost $162.34 Unrealized -3.6%
The Southern Co 0.0%
Value ($000) $317 Shares 15,311 Est. Cost $0.02 Unrealized
TSCO Tractor Supply Comp 0.0%
Value ($000) $311 Shares 5,860 Est. Cost $52.58 Unrealized +5.4%
ARCC Ares Capital Corp 0.0%
Value ($000) $310 Shares 14,148 Est. Cost $17.00 Unrealized +14.0%
Nuveen Pnsylvania Qlty M 0.0%
Value ($000) $308 Shares 27,570 Est. Cost $0.01 Unrealized
Athene Holdi 0.0%
Value ($000) $308 Shares 15,000 Est. Cost $0.02 Unrealized
PFE Pfizer 0.0%
Value ($000) $302 Shares 11,390 Est. Cost $34.32 Unrealized -26.8%
JEPI Jpmorgan Equity Premium Income 0.0%
Value ($000) $300 Shares 5,172 Est. Cost $2.22 Unrealized
LULU Lululemon Athletica 0.0%
Value ($000) $295 Shares 771 Est. Cost $326.48 Unrealized 0.0%
DFCF Dimensional Core Fixed Income Etf 0.0%
Value ($000) $293 Shares 7,088 Est. Cost $5.58 Unrealized
Blackrock Muniyield Penn 0.0%
Value ($000) $292 Shares 25,000 Est. Cost $0.01 Unrealized
TAKNX Carlyle Tactical Private Credit N 0.0%
Value ($000) $290 Shares 34,078 Est. Cost $0.68 Unrealized
AMLP Alps Alerian Mlp Etf New 0.0%
Value ($000) $289 Shares 6,000 Est. Cost $38.07 Unrealized
KLAC Kla Corp 0.0%
Value ($000) $287 Shares 452 Est. Cost $539.26 Unrealized +24.1%
FCNTX Fidelity Contrafund 0.0%
Value ($000) $286 Shares 13,581 Est. Cost $21.03 Unrealized
TDIV First Trust Nasdaq Technology Dividend Index Fund 0.0%
Value ($000) $284 Shares 3,619 Est. Cost $0.08 Unrealized
VGHAX Vanguard Health Care Fd Admiral Share 0.0%
Value ($000) $283 Shares 3,683 Est. Cost $5.30 Unrealized
SO Southern Co 0.0%
Value ($000) $280 Shares 3,402 Est. Cost $82.56 Unrealized +2.4%
KO Coca-Cola 0.0%
Value ($000) $280 Shares 4,461 Est. Cost $56.51 Unrealized +11.6%
PSX Phillips 66 0.0%
Value ($000) $280 Shares 2,454 Est. Cost $92.93 Unrealized +31.3%
SCCO Southern Copper Corp 0.0%
Value ($000) $278 Shares 3,054 Est. Cost $103.95 Unrealized -5.6%
PAYX Paychex Inc 0.0%
Value ($000) $273 Shares 1,945 Est. Cost $106.74 Unrealized +28.6%
ODFL Old Dominion Freight 0.0%
Value ($000) $272 Shares 1,542 Est. Cost $206.08 Unrealized -1.9%
ETR Entergy Corp 0.0%
Value ($000) $269 Shares 3,545 Est. Cost $63.30 Unrealized +10.5%
ITW Illinois Tool Works 0.0%
Value ($000) $268 Shares 1,050 Est. Cost $203.40 Unrealized +26.5%
XLV Select Sector Health Care Spdr Etf 0.0%
Value ($000) $266 Shares 1,936 Est. Cost $135.87 Unrealized
NOW Service Now Inc 0.0%
Value ($000) $265 Shares 247 Est. Cost $164.40 Unrealized +23.2%
COF Capital One Fc 0.0%
Value ($000) $261 Shares 1,465 Est. Cost $140.65 Unrealized +21.4%
VTSAX Vanguard Total Stock Mkt Idx Adm 0.0%
Value ($000) $261 Shares 1,850 Est. Cost $0.12 Unrealized
DIS Walt Disney 0.0%
Value ($000) $261 Shares 2,331 Est. Cost $103.52 Unrealized 0.0%
VEA Vanguard Ftse Developed Markets Etf 0.0%
Value ($000) $259 Shares 5,412 Est. Cost $52.87 Unrealized
Metlife Inc 0.0%
Value ($000) $258 Shares 12,500 Est. Cost $0.02 Unrealized
MFIC Apollo Investment Co 0.0%
Value ($000) $258 Shares 19,128 Est. Cost $7.81 Unrealized +50.9%
MCHP Microchip Technology 0.0%
Value ($000) $256 Shares 4,471 Est. Cost $80.51 Unrealized -17.6%
DGRO Ishares Core Dividend Growth Etf 0.0%
Value ($000) $255 Shares 4,155 Est. Cost $47.32 Unrealized
ENB Enbridge Inc F 0.0%
Value ($000) $254 Shares 5,978 Est. Cost $39.21 Unrealized 0.0%
FEQTX Fidelity Equity Dividend Income 0.0%
Value ($000) $247 Shares 8,789 Est. Cost $30.91 Unrealized
AMD Advanced Micro Devic 0.0%
Value ($000) $247 Shares 2,045 Est. Cost $166.49 Unrealized -13.6%
DFAI Dimensional Intl Core Equity Etf 0.0%
Value ($000) $246 Shares 8,437 Est. Cost $2.31 Unrealized
Blackrock High Yield Muni Fd Inst Cl 0.0%
Value ($000) $244 Shares 26,786 Est. Cost $0.01 Unrealized
ULTA Ulta Beauty Inc. 0.0%
Value ($000) $242 Shares 556 Est. Cost $387.42 Unrealized 0.0%
SPTL Spdr Long Term Treasury Etf 0.0%
Value ($000) $241 Shares 9,206 Est. Cost $26.19 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $239 Shares 1,903 Est. Cost $119.51 Unrealized 0.0%
PRSMX T Rowe Price Summit Muni Interm Fund Inv 0.0%
Value ($000) $238 Shares 21,104 Est. Cost $0.01 Unrealized
RDVY First Trust Rising Dividend Achievers 0.0%
Value ($000) $238 Shares 4,017 Est. Cost $1.64 Unrealized
CRM Salesforce 0.0%
Value ($000) $237 Shares 707 Est. Cost $316.76 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $233 Shares 1,020 Est. Cost $192.40 Unrealized +19.7%
FWMIX American Funds Washingto N Mutual F3 0.0%
Value ($000) $231 Shares 3,754 Est. Cost $2.81 Unrealized
TGT Target Corp 0.0%
Value ($000) $230 Shares 1,701 Est. Cost $136.34 Unrealized +0.2%
At&T Inc. 0.0%
Value ($000) $226 Shares 10,750 Est. Cost $0.02 Unrealized
SCHO Schwab Short Term Us Treasury Etf 0.0%
Value ($000) $223 Shares 9,284 Est. Cost $19.02 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $218 Shares 2,169 Est. Cost $96.84 Unrealized 0.0%
SWTSX Schwab Total Stock Marke T Index 0.0%
Value ($000) $217 Shares 2,193 Est. Cost $99.11 Unrealized
PEG Pub Svc Enterpise Gp 0.0%
Value ($000) $216 Shares 2,562 Est. Cost $67.45 Unrealized +26.5%
AXP American Express 0.0%
Value ($000) $216 Shares 727 Est. Cost $283.58 Unrealized 0.0%
FCOB 1St Colonial Bancorp 0.0%
Value ($000) $215 Shares 14,417 Est. Cost $15.55 Unrealized -4.7%
BDX Becton Dickinson&Co 0.0%
Value ($000) $213 Shares 941 Est. Cost $256.41 Unrealized -12.2%
SCHF Schwab International Equity Etf 0.0%
Value ($000) $213 Shares 11,526 Est. Cost $18.50 Unrealized
SWIRX Schwab Target 2035 0.0%
Value ($000) $212 Shares 12,419 Est. Cost $1.28 Unrealized
RFXIX Rational Special Situati Ons Income Instl 0.0%
Value ($000) $211 Shares 11,653 Est. Cost $0.65 Unrealized
VTMGX Vanguard Developed Mkts Index Adm 0.0%
Value ($000) $210 Shares 13,662 Est. Cost $2.32 Unrealized
ASML Asml Holding N V F Sponsored Adr 0.0%
Value ($000) $209 Shares 302 Est. Cost $81.68 Unrealized
DLCFX Destinations Large Cap Equity I 0.0%
Value ($000) $209 Shares 13,685 Est. Cost $17.09 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $208 Shares 1,677 Est. Cost $119.02 Unrealized 0.0%
DODGX Dodge & Cox Stock 0.0%
Value ($000) $207 Shares 806 Est. Cost $273.28 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $206 Shares 1,013 Est. Cost $162.45 Unrealized +30.0%
FTNT Fortinet Inc 0.0%
Value ($000) $206 Shares 2,179 Est. Cost $62.18 Unrealized +43.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $204 Shares 2,674 Est. Cost $33.84 Unrealized 0.0%
FIXD First Trust Tcw Opportunistic Fi Etf 0.0%
Value ($000) $204 Shares 4,742 Est. Cost $20.24 Unrealized
PRHSX T Rowe Price Health Sciences Fund Inv 0.0%
Value ($000) $203 Shares 2,555 Est. Cost $0.09 Unrealized
MSI Motorola Solutions 0.0%
Value ($000) $203 Shares 438 Est. Cost $468.46 Unrealized 0.0%
ITHAX Hartford Capital Appr Fund Cl A 0.0%
Value ($000) $202 Shares 4,749 Est. Cost $42.62 Unrealized
BRGKX Ishares Russell 1000 Lar Ge-Cap Idx K 0.0%
Value ($000) $202 Shares 5,387 Est. Cost $36.68 Unrealized
XLRE Real Estate Select Sector Spdr Fund 0.0%
Value ($000) $201 Shares 4,953 Est. Cost $40.67 Unrealized
FCX Freeport Mcmoran Inc 0.0%
Value ($000) $201 Shares 5,289 Est. Cost $34.62 Unrealized +27.2%
SWHRX Schwab Target 2025 0.0%
Value ($000) $201 Shares 14,060 Est. Cost $0.76 Unrealized
Bank Of Amer 0.0%
Value ($000) $201 Shares 8,000 Est. Cost $25.25 Unrealized
VOLSX Abr 75/25 Volatility Ins Tl 0.0%
Value ($000) $195 Shares 18,107 Est. Cost $0.25 Unrealized
IVE Ishares S&P 500 Value Etf 0.0%
Value ($000) $184 Shares 966 Est. Cost $190.88 Unrealized
SIDRX Hartford Schroders Intl Multi-Cap Value 0.0%
Value ($000) $182 Shares 18,228 Est. Cost $0.01 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $179 Shares 2,413 Est. Cost $73.82 Unrealized 0.0%
TSM Taiwan Semiconductr F Sponsored Adr 0.0%
Value ($000) $178 Shares 900 Est. Cost $198.05 Unrealized
XLK Technology Select Sector Spdr Etf 0.0%
Value ($000) $174 Shares 749 Est. Cost $232.43 Unrealized
Invesco Pa Value Muni Income Trust 0.0%
Value ($000) $174 Shares 16,900 Est. Cost $0.01 Unrealized
Nuveen Municipal Value C 0.0%
Value ($000) $171 Shares 19,939 Est. Cost $8.60 Unrealized
Eaton Vance Municipal In 0.0%
Value ($000) $169 Shares 16,693 Est. Cost $0.01 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $168 Shares 3,145 Est. Cost $48.82 Unrealized 0.0%
APH Amphenol Corp Class A 0.0%
Value ($000) $167 Shares 2,405 Est. Cost $69.34 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $166 Shares 2,367 Est. Cost $66.67 Unrealized 0.0%
GCEYX Ab Global Core Equity Ad Visor 0.0%
Value ($000) $163 Shares 9,690 Est. Cost $0.02 Unrealized
GQGIX Gqg Partners Emerging 0.0%
Value ($000) $159 Shares 9,635 Est. Cost $16.54 Unrealized
ANAYX Ab Global Bond Advisor 0.0%
Value ($000) $159 Shares 23,147 Est. Cost $2.08 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $158 Shares 2,770 Est. Cost $58.42 Unrealized 0.0%
TRSTX T. Rowe Price Ultra Shor T-Term Bond I 0.0%
Value ($000) $157 Shares 30,996 Est. Cost $0.07 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $156 Shares 2,581 Est. Cost $71.41 Unrealized 0.0%
Ps Business P 0.0%
Value ($000) $153 Shares 11,744 Est. Cost $0.01 Unrealized
BOTZ Global X Robotics Artfcl Intlgnc Etf 0.0%
Value ($000) $152 Shares 4,770 Est. Cost $31.95 Unrealized
XLF Select Str Financial Select Spdr Etf 0.0%
Value ($000) $151 Shares 3,127 Est. Cost $48.33 Unrealized
WMB Williams Companies 0.0%
Value ($000) $148 Shares 2,727 Est. Cost $51.72 Unrealized 0.0%
Advisors Disciplined T Ubiquitous Str 0.0%
Value ($000) $146 Shares 12,753 Est. Cost $11.43 Unrealized
BDMIX Blackrock Glbl Long Short Eqty Inst 0.0%
Value ($000) $146 Shares 10,790 Est. Cost $13.90 Unrealized
IEMG Ishares Core Msci Emerging Etf 0.0%
Value ($000) $139 Shares 2,658 Est. Cost $13.67 Unrealized
Pimco Dynamic Income Opp 0.0%
Value ($000) $137 Shares 10,000 Est. Cost $12.90 Unrealized
PDBC Invsc Actvly Mng Optm Yd Dvrs Etf 0.0%
Value ($000) $137 Shares 10,528 Est. Cost $12.99 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $134 Shares 1,515 Est. Cost $84.33 Unrealized 0.0%
SWCRX Schwab Target 2020 0.0%
Value ($000) $131 Shares 10,283 Est. Cost $12.70 Unrealized
FKLAX Franklin La Tax Free Inc M Fd Cl A1 0.0%
Value ($000) $126 Shares 12,414 Est. Cost $0.01 Unrealized
HSGFX Hussman Strategic Growth 0.0%
Value ($000) $126 Shares 22,917 Est. Cost $0.17 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $122 Shares 1,369 Est. Cost $88.03 Unrealized 0.0%
FGAQX Franklin Georgia Tax Fre E Income A 0.0%
Value ($000) $122 Shares 11,472 Est. Cost $10.63 Unrealized
CCL Carnival Corp F 0.0%
Value ($000) $120 Shares 4,805 Est. Cost $23.40 Unrealized 0.0%
PSDTX Putnam Ultra Short Durat Ion Income A 0.0%
Value ($000) $115 Shares 11,374 Est. Cost $0.01 Unrealized
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $115 Shares 4,469 Est. Cost $25.28 Unrealized 0.0%
URGN Urogen Pharma Ltd F 0.0%
Value ($000) $112 Shares 10,500 Est. Cost $9.47 Unrealized +26.4%
GM General Motors Co 0.0%
Value ($000) $112 Shares 2,097 Est. Cost $51.75 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $111 Shares 11,169 Est. Cost $10.12 Unrealized -2.5%
GDX Vaneck Gold Miners Etf 0.0%
Value ($000) $101 Shares 2,971 Est. Cost $39.85 Unrealized
FFRHX Fidelity Adv Floating Rate High Incm Fd 0.0%
Value ($000) $96 Shares 10,353 Est. Cost $0.01 Unrealized
NRG Nrg Energy Inc 0.0%
Value ($000) $90 Shares 995 Est. Cost $91.23 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $87 Shares 1,425 Est. Cost $57.34 Unrealized 0.0%
NU Nu Holdings Ltd F Class A 0.0%
Value ($000) $82 Shares 7,873 Est. Cost $13.30 Unrealized 0.0%
SLB Schlumberger Ltd F 0.0%
Value ($000) $70 Shares 1,819 Est. Cost $40.51 Unrealized 0.0%
BYDDF Byd Co Ltd Ordf 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $11.73 Unrealized 0.0%
HAL Halliburton Co Hldg 0.0%
Value ($000) $61 Shares 2,253 Est. Cost $28.28 Unrealized 0.0%
NEM Newmont Corp 0.0%
Value ($000) $57 Shares 1,518 Est. Cost $44.64 Unrealized 0.0%
MOS Mosaic 0.0%
Value ($000) $55 Shares 2,254 Est. Cost $25.20 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $53 Shares 933 Est. Cost $52.58 Unrealized 0.0%
TFC Truist Finl Corp 0.0%
Value ($000) $52 Shares 1,208 Est. Cost $42.32 Unrealized 0.0%
LIXT Lixte Biotech Hldg 0.0%
Value ($000) $50 Shares 24,808 Est. Cost $2.32 Unrealized -19.1%
NUVBX Nuveen Intermediate Dura Tion Muni Bd I 0.0%
Value ($000) $49 Shares 5,577 Est. Cost $8.80 Unrealized
EEM Ishares Msci Emerging Markets Etf 0.0%
Value ($000) $49 Shares 1,169 Est. Cost $41.82 Unrealized
FBLG Fibrobiologics Inc 0.0%
Value ($000) $49 Shares 24,424 Est. Cost $9.54 Unrealized -71.9%
INTC Intel 0.0%
Value ($000) $48 Shares 2,381 Est. Cost $34.44 Unrealized -34.6%
SCYVX Ab Small Cap Value Advis Or 0.0%
Value ($000) $47 Shares 3,147 Est. Cost $14.81 Unrealized
CSX Csx Corp 0.0%
Value ($000) $47 Shares 1,444 Est. Cost $33.68 Unrealized 0.0%
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $45 Shares 343 Est. Cost $109.03 Unrealized +20.1%
IGV Ishares Expanded Tech Stw Sctr Etf 0.0%
Value ($000) $40 Shares 396 Est. Cost $100.12 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $39 Shares 906 Est. Cost $42.92 Unrealized 0.0%
IXUS Ishares Core Msci Totl Intl Stck Etf 0.0%
Value ($000) $37 Shares 558 Est. Cost $66.14 Unrealized
LRCX Lam Research Corp 0.0%
Value ($000) $36 Shares 486 Est. Cost $74.98 Unrealized 0.0%
CMG Chipotle Mexican Grl 0.0%
Value ($000) $31 Shares 517 Est. Cost $60.27 Unrealized 0.0%
GSIT Gsi Technology Inc 0.0%
Value ($000) $31 Shares 10,086 Est. Cost $3.15 Unrealized 0.0%
WBD Warner Brothers Discover 0.0%
Value ($000) $29 Shares 2,775 Est. Cost $9.29 Unrealized 0.0%
SMH Vaneck Semiconductor Etf 0.0%
Value ($000) $28 Shares 115 Est. Cost $242.35 Unrealized
VBTLX Vanguard Total Bond Mkt Index Admiral Shr 0.0%
Value ($000) $27 Shares 2,880 Est. Cost $9.48 Unrealized
KEY Keycorp Inc 0.0%
Value ($000) $27 Shares 1,586 Est. Cost $16.99 Unrealized 0.0%
PBR Petroleo Brasileiro Sa Petrobr 0.0%
Value ($000) $25 Shares 1,800 Est. Cost $13.83 Unrealized
IHI Ishares Us Medical Devices Etf 0.0%
Value ($000) $24 Shares 413 Est. Cost $58.38 Unrealized
FRIAX Franklin Income Adv 0.0%
Value ($000) $23 Shares 9,754 Est. Cost $2.34 Unrealized
WBS Webster Finl Co 0.0%
Value ($000) $22 Shares 406 Est. Cost $54.93 Unrealized 0.0%
CFG Citizens Finl Group Inc 0.0%
Value ($000) $22 Shares 498 Est. Cost $42.45 Unrealized 0.0%
COTY Coty Inc-Cl A 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $7.69 Unrealized 0.0%
PHM Pultegroup Inc 0.0%
Value ($000) $21 Shares 189 Est. Cost $128.60 Unrealized 0.0%
BK Bank Of Ny Mellon Co 0.0%
Value ($000) $20 Shares 261 Est. Cost $75.52 Unrealized 0.0%
GSIMX Goldman Sachs Gqg Intl Opps 0.0%
Value ($000) $18 Shares 95 Est. Cost $186.16 Unrealized
ZNOG Zion Oil & Gas Inc 0.0%
Value ($000) $17 Shares 155,438 Est. Cost $0.08 Unrealized +7.5%
XAR Spdr S&P Aerospace & 0.0%
Value ($000) $17 Shares 100 Est. Cost $165.82 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $15 Shares 213 Est. Cost $74.39 Unrealized 0.0%
PL Planet Labs Pbc Class A 0.0%
Value ($000) $14 Shares 3,500 Est. Cost $3.10 Unrealized 0.0%
OIH Vaneck Vectors Oil Services Etf 0.0%
Value ($000) $12 Shares 45 Est. Cost $271.22 Unrealized
ZVIA Zevia Pbc 0.0%
Value ($000) $12 Shares 2,885 Est. Cost $2.04 Unrealized 0.0%
ANET Arista Networks Inc Com Usd0.0001 (Pst Rev S 0.0%
Value ($000) $11 Shares 104 Est. Cost $102.84 Unrealized 0.0%
QUAYX Ab Small Cap Growth Advi Sor 0.0%
Value ($000) $11 Shares 153 Est. Cost $73.34 Unrealized
OBDC Owl Rock Capital Corp 0.0%
Value ($000) $10 Shares 670 Est. Cost $13.10 Unrealized 0.0%
COWZ Pacer Us Cash Cows 100 0.0%
Value ($000) $8 Shares 141 Est. Cost $56.72 Unrealized
VEIPX Vanguard Equity Income Fund 0.0%
Value ($000) $7 Shares 176 Est. Cost $41.98 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $7 Shares 426 Est. Cost $15.70 Unrealized 0.0%
LYG Lloyds Banking Group Plc 0.0%
Value ($000) $7 Shares 2,469 Est. Cost $2.72 Unrealized
NWBO Nw Biotherapeutics 0.0%
Value ($000) $7 Shares 23,700 Est. Cost $0.58 Unrealized -51.1%
FLEX Flex Ltd F 0.0%
Value ($000) $5 Shares 135 Est. Cost $37.01 Unrealized 0.0%
HHDS Highlands Reit Inc Real Estate Invst Trust 0.0%
Value ($000) $4 Shares 12,429 Est. Cost $0.32 Unrealized
VRT Vertiv Holdings Co Class A 0.0%
Value ($000) $4 Shares 35 Est. Cost $118.54 Unrealized 0.0%
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $3 Shares 42 Est. Cost $67.10 Unrealized
LTNC Labor Smart Inc 0.0%
Value ($000) $1 Shares 483,861 Est. Cost $0.00 Unrealized +14.9%
HYSR Sunhydrogen Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized +57.0%
KVUE Kenvue Inc Com 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.68 Unrealized 0.0%
HDGHF Haydale Graphene Ordf 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized -51.0%
BIEL Bioelectronics Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized +6.5%
CPWR Ocean Thermal Energy 0.0%
Value ($000) $0 Shares 37,000 Est. Cost $0.01 Unrealized -42.3%
USMJ North American Cannabis 0.0%
Value ($000) $0 Shares 999,900 Est. Cost $0.00 Unrealized -90.0%
Competitive Companie Xxx Registration Revoked By 0.0%
Value ($000) $0 Shares 799,814 Est. Cost Unrealized
JPEX Jpx Global Inc 0.0%
Value ($000) $0 Shares 14,500 Est. Cost $0.00 Unrealized -74.4%
HEMP Hemp Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -91.3%
Cannabis Science Inc Xxx Registration Revoked By 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized