Fiduciary Alliance LLC Diversified Active

CIK: 0001954805 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 13, 2025

Total Value ($000): $989,141 (100.0% shares, 0.0% debt)

Holdings (353)

AAPL Apple 5.7%
Value ($000) $56,624 Shares 226,116 Est. Cost $169.21 Unrealized +38.6%
MSFT Microsoft 4.3%
Value ($000) $42,256 Shares 100,252 Est. Cost $281.41 Unrealized +50.1%
SPY SPDR S&P 500 ETF TRUST 3.7%
Value ($000) $36,172 Shares 61,719 Est. Cost $436.61 Unrealized
JPM JPMorgan Chase 3.4%
Value ($000) $33,967 Shares 141,701 Est. Cost $148.92 Unrealized +53.1%
AMZN Amazon 2.9%
Value ($000) $28,321 Shares 129,090 Est. Cost $149.34 Unrealized +37.0%
BRK/B Berkshire Hathaway CL B 2.5%
Value ($000) $24,319 Shares 53,651 Est. Cost $330.89 Unrealized +39.5%
NVDA NVIDIA CORPORATION COM 2.4%
Value ($000) $23,746 Shares 176,826 Est. Cost $103.07 Unrealized +33.7%
HD Home Depot 1.9%
Value ($000) $18,730 Shares 48,151 Est. Cost $310.42 Unrealized +28.0%
COP Conocophillips 1.9%
Value ($000) $18,499 Shares 186,535 Est. Cost $106.47 Unrealized -3.9%
SPDW SPDR S&P World ex-US 1.6%
Value ($000) $15,992 Shares 468,554 Est. Cost $30.42 Unrealized
IJR iShares S&P Small Cap ETF 1.4%
Value ($000) $13,517 Shares 117,316 Est. Cost $47.91 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.3%
Value ($000) $12,908 Shares 243,311 Est. Cost $39.55 Unrealized
GOOGL Alphabet CL A 1.3%
Value ($000) $12,819 Shares 67,719 Est. Cost $130.33 Unrealized +33.6%
MS Morgan Stanley 1.2%
Value ($000) $12,198 Shares 97,023 Est. Cost $82.30 Unrealized +45.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 1.2%
Value ($000) $12,061 Shares 159,476 Est. Cost $27.59 Unrealized +111.2%
SCHG Schwab U.S. Large-Cap Growth 1.2%
Value ($000) $11,850 Shares 425,200 Est. Cost $39.61 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.2%
Value ($000) $11,760 Shares 430,466 Est. Cost $41.25 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $11,387 Shares 78,738 Est. Cost $155.62 Unrealized -3.9%
ETN Eaton Corp 1.0%
Value ($000) $9,839 Shares 29,649 Est. Cost $152.10 Unrealized +128.2%
SCHR Schwab Intermediate-Term US Treasury 1.0%
Value ($000) $9,500 Shares 391,107 Est. Cost $35.36 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.9%
Value ($000) $9,374 Shares 323,256 Est. Cost $27.84 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.9%
Value ($000) $8,982 Shares 31,014 Est. Cost $217.02 Unrealized +38.7%
PWR Quanta Services 0.9%
Value ($000) $8,492 Shares 26,870 Est. Cost $193.24 Unrealized +66.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.9%
Value ($000) $8,455 Shares 99,713 Est. Cost $80.61 Unrealized
RSG Republic Services 0.8%
Value ($000) $8,358 Shares 41,547 Est. Cost $132.83 Unrealized +53.8%
LMT Lockheed Martin 0.8%
Value ($000) $8,356 Shares 17,196 Est. Cost $439.73 Unrealized +19.9%
PYPL Paypal 0.8%
Value ($000) $8,307 Shares 97,330 Est. Cost $64.30 Unrealized +30.5%
KMI Kinder Morgan Inc 0.8%
Value ($000) $8,158 Shares 297,755 Est. Cost $22.44 Unrealized +10.9%
NEE Nextera Energy 0.8%
Value ($000) $8,077 Shares 112,669 Est. Cost $73.43 Unrealized +2.2%
FCX Freeport-McMoran 0.8%
Value ($000) $7,818 Shares 205,312 Est. Cost $36.55 Unrealized +20.5%
DHR Danaher 0.8%
Value ($000) $7,771 Shares 33,852 Est. Cost $234.45 Unrealized +4.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.8%
Value ($000) $7,681 Shares 103,771 Est. Cost $63.07 Unrealized
AMGN Amgen 0.8%
Value ($000) $7,534 Shares 28,906 Est. Cost $241.65 Unrealized +18.4%
COST Costco 0.8%
Value ($000) $7,515 Shares 8,202 Est. Cost $624.87 Unrealized +47.7%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $7,332 Shares 14,342 Est. Cost $439.79 Unrealized
MRK Merck 0.7%
Value ($000) $7,245 Shares 72,830 Est. Cost $97.51 Unrealized +1.2%
TXN Texas Instruments 0.7%
Value ($000) $6,901 Shares 36,801 Est. Cost $162.35 Unrealized +19.0%
TSLA Tesla 0.7%
Value ($000) $6,899 Shares 17,083 Est. Cost $280.72 Unrealized +14.6%
MCO MOODYS CORP COM 0.7%
Value ($000) $6,777 Shares 14,316 Est. Cost $362.11 Unrealized +30.7%
ISRG Intuitive Surgical 0.7%
Value ($000) $6,523 Shares 12,497 Est. Cost $479.50 Unrealized +8.6%
AVGO Broadcom 0.6%
Value ($000) $6,408 Shares 27,639 Est. Cost $177.00 Unrealized +3.3%
ORCL ORACLE CORP COM 0.6%
Value ($000) $6,337 Shares 38,028 Est. Cost $162.23 Unrealized +8.4%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $6,335 Shares 106,054 Est. Cost $59.30 Unrealized +7.3%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.6%
Value ($000) $6,319 Shares 69,114 Est. Cost $91.47 Unrealized
GOOG Alphabet CL C 0.6%
Value ($000) $6,227 Shares 32,699 Est. Cost $161.37 Unrealized +8.9%
COWZ Pacer US Cash Cows 100 ETF 0.6%
Value ($000) $6,057 Shares 107,246 Est. Cost $50.27 Unrealized
SPEM SPDR S&P Emerging Markets 0.6%
Value ($000) $5,834 Shares 152,052 Est. Cost $34.35 Unrealized
DIS Disney 0.6%
Value ($000) $5,802 Shares 52,108 Est. Cost $96.75 Unrealized +7.0%
MLPX Global X MLP & Energy Infrastructure ETF 0.6%
Value ($000) $5,702 Shares 94,154 Est. Cost $46.85 Unrealized
SGOL Gold ETF 0.6%
Value ($000) $5,611 Shares 223,973 Est. Cost $18.01 Unrealized
VFC V F CORP COM 0.6%
Value ($000) $5,505 Shares 256,531 Est. Cost $15.64 Unrealized +30.2%
META Facebook 0.6%
Value ($000) $5,484 Shares 9,367 Est. Cost $501.74 Unrealized +16.5%
CME CME Group 0.6%
Value ($000) $5,454 Shares 23,485 Est. Cost $200.18 Unrealized +9.7%
WMT WALMART INC COM 0.5%
Value ($000) $5,124 Shares 56,714 Est. Cost $77.53 Unrealized +10.7%
UNH Unitedhealth Group 0.5%
Value ($000) $5,005 Shares 9,893 Est. Cost $542.69 Unrealized +1.9%
XOM Exxon Mobil 0.5%
Value ($000) $4,970 Shares 46,199 Est. Cost $107.85 Unrealized +4.2%
MTB M & T BK CORP COM 0.5%
Value ($000) $4,887 Shares 25,991 Est. Cost $138.01 Unrealized +39.2%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $4,776 Shares 6,187 Est. Cost $846.81 Unrealized -3.0%
HELO JPMorgan Hedged Equity Laddered Overlay ETF 0.5%
Value ($000) $4,666 Shares 75,207 Est. Cost $56.67 Unrealized
CPS COOPER STD HLDGS INC COM 0.5%
Value ($000) $4,663 Shares 343,892 Est. Cost $15.30 Unrealized -6.5%
TFC Truist Financial 0.4%
Value ($000) $4,235 Shares 97,618 Est. Cost $37.65 Unrealized +12.4%
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $4,066 Shares 44,729 Est. Cost $93.07 Unrealized 0.0%
V Visa 0.4%
Value ($000) $4,065 Shares 12,863 Est. Cost $275.81 Unrealized +8.2%
AXP American Express 0.4%
Value ($000) $3,988 Shares 13,438 Est. Cost $250.46 Unrealized +13.2%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $3,984 Shares 7,565 Est. Cost $482.68 Unrealized +6.6%
SCHH Schwab REIT 0.4%
Value ($000) $3,968 Shares 188,405 Est. Cost $20.84 Unrealized
EMXC iShares Emerging Markets ex China ETF 0.4%
Value ($000) $3,904 Shares 70,398 Est. Cost $49.71 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.4%
Value ($000) $3,828 Shares 46,920 Est. Cost $56.03 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.4%
Value ($000) $3,796 Shares 80,319 Est. Cost $46.86 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $3,711 Shares 143,175 Est. Cost $26.63 Unrealized
SPG Simon Property Group 0.4%
Value ($000) $3,654 Shares 21,216 Est. Cost $165.60 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.4%
Value ($000) $3,590 Shares 24,093 Est. Cost $139.65 Unrealized +11.9%
VST VISTRA CORP COM 0.3%
Value ($000) $3,420 Shares 24,803 Est. Cost $137.88 Unrealized 0.0%
SHV iShares Short-Term Treasury ETF 0.3%
Value ($000) $3,304 Shares 30,008 Est. Cost $110.04 Unrealized
MKL Markel 0.3%
Value ($000) $3,247 Shares 1,881 Est. Cost $1413.23 Unrealized +17.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $3,067 Shares 7,208 Est. Cost $397.94 Unrealized
BOTZ Global Robotics and AI ETF 0.3%
Value ($000) $3,066 Shares 95,977 Est. Cost $28.03 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $3,062 Shares 62,435 Est. Cost $48.63 Unrealized
AWK American Water Works 0.3%
Value ($000) $2,979 Shares 23,927 Est. Cost $124.78 Unrealized +5.3%
CMCSA Comcast 0.3%
Value ($000) $2,969 Shares 79,110 Est. Cost $39.73 Unrealized +0.7%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3%
Value ($000) $2,882 Shares 22,405 Est. Cost $89.86 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.3%
Value ($000) $2,862 Shares 113,963 Est. Cost $25.01 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $2,844 Shares 11,453 Est. Cost $212.74 Unrealized +19.3%
SECT MAIN SECTOR ROTATION ETF 0.3%
Value ($000) $2,836 Shares 51,596 Est. Cost $43.67 Unrealized
ABBV Abbvie 0.3%
Value ($000) $2,816 Shares 15,847 Est. Cost $169.18 Unrealized +4.9%
IGSB iShares 1-3 Year Credit Bond ETF 0.3%
Value ($000) $2,779 Shares 53,743 Est. Cost $52.43 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $2,738 Shares 47,802 Est. Cost $57.27 Unrealized
AON AON PLC SHS CL A 0.3%
Value ($000) $2,720 Shares 7,573 Est. Cost $365.26 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $2,641 Shares 15,074 Est. Cost $179.16 Unrealized
VTI Vanguard Total Stock Market 0.3%
Value ($000) $2,495 Shares 8,610 Est. Cost $263.13 Unrealized
WDAY WORKDAY INC CL A 0.3%
Value ($000) $2,486 Shares 9,634 Est. Cost $255.47 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $2,486 Shares 6,904 Est. Cost $366.32 Unrealized 0.0%
BIBL INSPIRE 100 ETF 0.3%
Value ($000) $2,480 Shares 63,735 Est. Cost $33.70 Unrealized
BAC Bank of America 0.2%
Value ($000) $2,462 Shares 56,014 Est. Cost $40.80 Unrealized +5.0%
TSM Taiwan Semiconductor 0.2%
Value ($000) $2,443 Shares 12,369 Est. Cost $194.63 Unrealized
CVX Chevron 0.2%
Value ($000) $2,425 Shares 16,744 Est. Cost $149.81 Unrealized -2.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $2,420 Shares 24,116 Est. Cost $100.05 Unrealized
CIBR First Trust Cybersecurity ETF 0.2%
Value ($000) $2,405 Shares 37,911 Est. Cost $44.91 Unrealized
PEP Pepsi 0.2%
Value ($000) $2,360 Shares 15,520 Est. Cost $162.14 Unrealized -3.4%
CCI Crown Castle Int. 0.2%
Value ($000) $2,312 Shares 25,478 Est. Cost $103.57 Unrealized -5.3%
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.2%
Value ($000) $2,270 Shares 44,410 Est. Cost $53.06 Unrealized
SHEL Royal Dutch Shell ADR 0.2%
Value ($000) $2,215 Shares 35,349 Est. Cost $62.65 Unrealized
MCD McDonalds 0.2%
Value ($000) $2,188 Shares 7,549 Est. Cost $272.35 Unrealized +6.6%
SO SOUTHERN CO COM 0.2%
Value ($000) $2,185 Shares 26,548 Est. Cost $81.41 Unrealized +3.8%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,153 Shares 12,845 Est. Cost $161.43 Unrealized +2.7%
JPIE JPMorgan Income ETF 0.2%
Value ($000) $2,141 Shares 46,940 Est. Cost $45.70 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.2%
Value ($000) $2,112 Shares 31,945 Est. Cost $66.11 Unrealized
SAP SAP SE SPON ADR 0.2%
Value ($000) $2,069 Shares 8,402 Est. Cost $246.21 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.2%
Value ($000) $2,056 Shares 81,316 Est. Cost $23.48 Unrealized
LOW Lowes 0.2%
Value ($000) $2,040 Shares 8,265 Est. Cost $246.11 Unrealized +6.3%
ABT Abbott Labs 0.2%
Value ($000) $2,029 Shares 17,936 Est. Cost $109.01 Unrealized +4.0%
AER AERCAP HOLDINGS NV SHS 0.2%
Value ($000) $2,007 Shares 20,970 Est. Cost $95.08 Unrealized 0.0%
ACN Accenture 0.2%
Value ($000) $1,976 Shares 5,617 Est. Cost $327.89 Unrealized +8.2%
SPHY SPDR Portfolio High Yield Bond ETF 0.2%
Value ($000) $1,945 Shares 82,893 Est. Cost $23.39 Unrealized
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $1,828 Shares 4,956 Est. Cost $417.64 Unrealized -2.0%
CRWD Crowdstrike 0.2%
Value ($000) $1,782 Shares 5,209 Est. Cost $239.20 Unrealized +39.0%
RTX United Technologies 0.2%
Value ($000) $1,782 Shares 15,395 Est. Cost $106.31 Unrealized +11.3%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $1,696 Shares 8,407 Est. Cost $209.49 Unrealized +0.8%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $1,693 Shares 16,677 Est. Cost $60.26 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $1,674 Shares 15,541 Est. Cost $104.85 Unrealized +3.8%
T AT&T 0.2%
Value ($000) $1,632 Shares 71,666 Est. Cost $20.32 Unrealized +5.9%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $1,616 Shares 9,061 Est. Cost $170.68 Unrealized 0.0%
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 0.2%
Value ($000) $1,598 Shares 85,843 Est. Cost $18.79 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,594 Shares 2,765 Est. Cost $604.28 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $1,576 Shares 4,792 Est. Cost $311.89 Unrealized 0.0%
SPHQ Powershares S&P 500 Quality 0.2%
Value ($000) $1,536 Shares 22,922 Est. Cost $45.32 Unrealized
WFC Wells Fargo 0.2%
Value ($000) $1,522 Shares 21,667 Est. Cost $66.67 Unrealized 0.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,511 Shares 26,804 Est. Cost $53.67 Unrealized
SHOP Shopify 0.1%
Value ($000) $1,474 Shares 13,865 Est. Cost $73.09 Unrealized +33.1%
FXI iShares China Large Cap 0.1%
Value ($000) $1,466 Shares 48,150 Est. Cost $27.58 Unrealized
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $1,436 Shares 9,260 Est. Cost $151.82 Unrealized +13.8%
WPC WP CAREY INC COM 0.1%
Value ($000) $1,418 Shares 26,034 Est. Cost $54.48 Unrealized
EAGL EAGLE CAPITAL SELECT EQUITY ETF 0.1%
Value ($000) $1,417 Shares 50,894 Est. Cost $27.85 Unrealized
ARGT GLOBAL X MSCI ARGENTINA ETF 0.1%
Value ($000) $1,406 Shares 17,009 Est. Cost $82.67 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $1,375 Shares 5,418 Est. Cost $263.59 Unrealized 0.0%
QQH HCM DEFENDER 100 INDEX ETF 0.1%
Value ($000) $1,347 Shares 20,097 Est. Cost $41.41 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,317 Shares 6,200 Est. Cost $216.79 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $1,293 Shares 4,554 Est. Cost $288.06 Unrealized 0.0%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,288 Shares 1,215 Est. Cost $184.43 Unrealized +9.8%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $1,285 Shares 8,986 Est. Cost $146.82 Unrealized 0.0%
CHTR Charter Communications 0.1%
Value ($000) $1,285 Shares 3,748 Est. Cost $361.54 Unrealized 0.0%
WWD WOODWARD INC COM 0.1%
Value ($000) $1,275 Shares 7,659 Est. Cost $169.70 Unrealized 0.0%
HON Honeywell 0.1%
Value ($000) $1,256 Shares 5,562 Est. Cost $194.22 Unrealized +4.8%
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $1,246 Shares 5,043 Est. Cost $244.13 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,232 Shares 2,369 Est. Cost $544.39 Unrealized 0.0%
INTC Intel 0.1%
Value ($000) $1,217 Shares 60,688 Est. Cost $26.83 Unrealized -16.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,214 Shares 10,048 Est. Cost $112.80 Unrealized +4.4%
CSCO Cisco 0.1%
Value ($000) $1,210 Shares 20,434 Est. Cost $49.36 Unrealized +12.2%
LGH HCM DEFENDER 500 INDEX ETF 0.1%
Value ($000) $1,197 Shares 22,994 Est. Cost $37.22 Unrealized
KLAC KLA CORP COM NEW 0.1%
Value ($000) $1,190 Shares 1,889 Est. Cost $669.07 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,187 Shares 5,400 Est. Cost $195.82 Unrealized +10.5%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $1,163 Shares 8,705 Est. Cost $136.24 Unrealized 0.0%
AA ALCOA CORP COM 0.1%
Value ($000) $1,147 Shares 30,357 Est. Cost $40.99 Unrealized 0.0%
KO Coca Cola 0.1%
Value ($000) $1,132 Shares 18,189 Est. Cost $60.41 Unrealized +4.4%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,121 Shares 5,077 Est. Cost $223.42 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $1,117 Shares 8,868 Est. Cost $148.49 Unrealized 0.0%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,113 Shares 9,047 Est. Cost $115.74 Unrealized +14.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,112 Shares 8,973 Est. Cost $119.02 Unrealized 0.0%
IJK iShares S&P Mid-Cap Growth ETF 0.1%
Value ($000) $1,052 Shares 11,572 Est. Cost $69.70 Unrealized
GDDY GODADDY INC CL A 0.1%
Value ($000) $1,045 Shares 5,295 Est. Cost $182.74 Unrealized 0.0%
VZ Verizon 0.1%
Value ($000) $1,023 Shares 25,583 Est. Cost $38.06 Unrealized +3.5%
NDAQ Nasdaq Inc 0.1%
Value ($000) $1,015 Shares 13,124 Est. Cost $76.22 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $1,000 Shares 1,420 Est. Cost $773.13 Unrealized +4.1%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $979 Shares 15,358 Est. Cost $65.17 Unrealized -1.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $946 Shares 4,957 Est. Cost $146.91 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $938 Shares 3,903 Est. Cost $191.15 Unrealized
SPYG S&P Growth ETF 0.1%
Value ($000) $925 Shares 10,521 Est. Cost $59.24 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $913 Shares 7,558 Est. Cost $147.95 Unrealized -2.7%
UNP Union Pacific 0.1%
Value ($000) $909 Shares 3,987 Est. Cost $231.26 Unrealized -0.4%
AMT American Tower 0.1%
Value ($000) $908 Shares 4,950 Est. Cost $193.72 Unrealized +2.4%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $889 Shares 4,539 Est. Cost $167.65 Unrealized
ADBE Adobe 0.1%
Value ($000) $882 Shares 1,984 Est. Cost $493.77 Unrealized +0.3%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $879 Shares 7,246 Est. Cost $121.29 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $861 Shares 7,559 Est. Cost $122.03 Unrealized 0.0%
PRU Prudential Financial 0.1%
Value ($000) $857 Shares 7,227 Est. Cost $115.05 Unrealized +1.4%
CLH CLEAN HARBORS INC COM 0.1%
Value ($000) $846 Shares 3,674 Est. Cost $248.40 Unrealized 0.0%
GGG GRACO INC COM 0.1%
Value ($000) $839 Shares 9,950 Est. Cost $75.40 Unrealized +13.0%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $838 Shares 2,270 Est. Cost $393.53 Unrealized 0.0%
ENB Enbridge 0.1%
Value ($000) $836 Shares 19,711 Est. Cost $37.89 Unrealized +3.5%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value ($000) $834 Shares 7,243 Est. Cost $115.18 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.1%
Value ($000) $825 Shares 39,702 Est. Cost $20.79 Unrealized
QCOM Qualcomm 0.1%
Value ($000) $818 Shares 5,322 Est. Cost $159.08 Unrealized +0.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $811 Shares 1,558 Est. Cost $547.53 Unrealized 0.0%
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.1%
Value ($000) $786 Shares 29,858 Est. Cost $26.31 Unrealized
PNC PNC Financial Services 0.1%
Value ($000) $785 Shares 4,072 Est. Cost $189.31 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $768 Shares 2,909 Est. Cost $220.58 Unrealized
SPD SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF 0.1%
Value ($000) $751 Shares 22,504 Est. Cost $33.37 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $751 Shares 14,905 Est. Cost $50.26 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $743 Shares 1,304 Est. Cost $486.83 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.1%
Value ($000) $736 Shares 9,178 Est. Cost $80.20 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $736 Shares 5,106 Est. Cost $164.34 Unrealized 0.0%
TTWO Take-Two Interactive 0.1%
Value ($000) $734 Shares 3,990 Est. Cost $173.43 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $727 Shares 1,269 Est. Cost $499.33 Unrealized +9.1%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $727 Shares 1,900 Est. Cost $326.48 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $718 Shares 5,624 Est. Cost $115.97 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $716 Shares 1,215 Est. Cost $453.19 Unrealized
EOG EOG Resources 0.1%
Value ($000) $699 Shares 5,706 Est. Cost $123.33 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $697 Shares 8,107 Est. Cost $123.13 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $694 Shares 14,614 Est. Cost $46.35 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $691 Shares 2,477 Est. Cost $271.56 Unrealized 0.0%
CORZZ CORE SCIENTIFIC INC NEW WT EXP 012329 0.1%
Value ($000) $687 Shares 48,998 Est. Cost $2.33 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $678 Shares 6,046 Est. Cost $107.88 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $673 Shares 2,778 Est. Cost $198.24 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.1%
Value ($000) $673 Shares 17,955 Est. Cost $31.84 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $667 Shares 5,178 Est. Cost $96.02 Unrealized
ZTS Zoetis 0.1%
Value ($000) $663 Shares 4,071 Est. Cost $176.35 Unrealized 0.0%
TBIL US TREASURY 3 MONTH BILL ETF 0.1%
Value ($000) $656 Shares 13,148 Est. Cost $49.86 Unrealized
ACM AECOM COM 0.1%
Value ($000) $655 Shares 6,135 Est. Cost $107.82 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $643 Shares 1,194 Est. Cost $516.54 Unrealized
CAT Caterpillar 0.1%
Value ($000) $633 Shares 1,745 Est. Cost $352.46 Unrealized +8.3%
DE Deere & Co 0.1%
Value ($000) $613 Shares 1,447 Est. Cost $413.99 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $612 Shares 2,378 Est. Cost $266.73 Unrealized 0.0%
SLYG SPDR S&P 600 Small Cap Growth 0.1%
Value ($000) $611 Shares 6,768 Est. Cost $73.15 Unrealized
GVLU GOTHAM 1000 VALUE ETF 0.1%
Value ($000) $606 Shares 25,674 Est. Cost $20.85 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $599 Shares 2,575 Est. Cost $232.49 Unrealized
GE GE Aerospace 0.1%
Value ($000) $588 Shares 3,528 Est. Cost $173.82 Unrealized +1.9%
CMA Comerica Inc 0.1%
Value ($000) $587 Shares 9,486 Est. Cost $52.83 Unrealized +16.8%
TGT TARGET CORP COM 0.1%
Value ($000) $585 Shares 4,325 Est. Cost $136.67 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $574 Shares 7,000 Est. Cost $82.82 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $573 Shares 24,707 Est. Cost $23.18 Unrealized
PANW Palo Alto Networks 0.1%
Value ($000) $566 Shares 3,109 Est. Cost $178.43 Unrealized +5.9%
SLYV S&P Small Cap Value ETF 0.1%
Value ($000) $559 Shares 6,405 Est. Cost $87.26 Unrealized
SPYC SIMPLIFY US EQUITY PLUS CONVEXITY ETF 0.1%
Value ($000) $553 Shares 14,788 Est. Cost $37.42 Unrealized
IJJ iShares S&P Mid-Cap Value ETF 0.1%
Value ($000) $553 Shares 4,424 Est. Cost $101.61 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $547 Shares 9,068 Est. Cost $70.46 Unrealized +1.3%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $545 Shares 18,652 Est. Cost $31.43 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $544 Shares 18,417 Est. Cost $34.67 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.1%
Value ($000) $534 Shares 12,761 Est. Cost $41.87 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $517 Shares 2,458 Est. Cost $226.55 Unrealized +3.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $513 Shares 5,544 Est. Cost $97.92 Unrealized
QUAL iShares Edge MSCI USA Quality Factor 0.1%
Value ($000) $512 Shares 2,877 Est. Cost $136.65 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $506 Shares 9,541 Est. Cost $54.85 Unrealized +1.1%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $506 Shares 2,920 Est. Cost $173.23 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $501 Shares 2,267 Est. Cost $182.44 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $499 Shares 7,392 Est. Cost $60.23 Unrealized +7.0%
BA Boeing 0.0%
Value ($000) $482 Shares 2,725 Est. Cost $156.93 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $480 Shares 4,158 Est. Cost $115.20 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $479 Shares 6,266 Est. Cost $83.66 Unrealized 0.0%
MMM 3M Company 0.0%
Value ($000) $476 Shares 3,688 Est. Cost $94.27 Unrealized +36.2%
SCHB Schwab U.S. Broad Market 0.0%
Value ($000) $476 Shares 20,971 Est. Cost $26.28 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $476 Shares 18,073 Est. Cost $27.02 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $476 Shares 48,037 Est. Cost $11.05 Unrealized -10.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $470 Shares 2,234 Est. Cost $189.92 Unrealized
MDT Medtronic 0.0%
Value ($000) $470 Shares 5,884 Est. Cost $83.84 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $459 Shares 1,594 Est. Cost $284.19 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $455 Shares 13,143 Est. Cost $24.45 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $453 Shares 3,754 Est. Cost $99.08 Unrealized +19.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $451 Shares 3,443 Est. Cost $132.47 Unrealized -1.8%
ALL Allstate 0.0%
Value ($000) $451 Shares 2,338 Est. Cost $189.83 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $450 Shares 2,417 Est. Cost $170.93 Unrealized 0.0%
PHM Pulte Group 0.0%
Value ($000) $450 Shares 4,130 Est. Cost $128.60 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $449 Shares 7,077 Est. Cost $57.17 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $435 Shares 7,430 Est. Cost $48.07 Unrealized +20.4%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $430 Shares 3,005 Est. Cost $93.45 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $430 Shares 1,631 Est. Cost $281.95 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $411 Shares 5,122 Est. Cost $83.75 Unrealized
XBI Biotech ETF 0.0%
Value ($000) $407 Shares 4,520 Est. Cost $84.11 Unrealized
CORZW CORE SCIENTIFIC INC NEW WT EXP 012327 0.0%
Value ($000) $405 Shares 49,216 Est. Cost $1.32 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $398 Shares 18,186 Est. Cost $18.23 Unrealized +6.3%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $398 Shares 8,322 Est. Cost $51.28 Unrealized 0.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $397 Shares 23,646 Est. Cost $20.23 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $395 Shares 2,432 Est. Cost $147.56 Unrealized +6.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $392 Shares 787 Est. Cost $503.12 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $390 Shares 11,527 Est. Cost $33.82 Unrealized
SCHA Schwab U.S. Small-Cap 0.0%
Value ($000) $390 Shares 15,063 Est. Cost $36.63 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $387 Shares 623 Est. Cost $589.05 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $385 Shares 1,153 Est. Cost $264.16 Unrealized +19.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $376 Shares 5,027 Est. Cost $78.06 Unrealized 0.0%
VLO Valero Energy 0.0%
Value ($000) $373 Shares 3,044 Est. Cost $150.49 Unrealized -14.2%
ROBO Robo Global Robotics and Automation ETF 0.0%
Value ($000) $366 Shares 6,511 Est. Cost $48.02 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.0%
Value ($000) $364 Shares 7,811 Est. Cost $46.53 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $363 Shares 11,879 Est. Cost $23.62 Unrealized +19.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $353 Shares 1,256 Est. Cost $261.73 Unrealized +3.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $351 Shares 1,382 Est. Cost $265.47 Unrealized
NFLX Netflix 0.0%
Value ($000) $349 Shares 391 Est. Cost $82.31 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $340 Shares 541 Est. Cost $633.37 Unrealized +0.2%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $339 Shares 1,442 Est. Cost $219.77 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $339 Shares 7,842 Est. Cost $17.82 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $330 Shares 4,111 Est. Cost $88.04 Unrealized 0.0%
UPS United Parcel Service 0.0%
Value ($000) $325 Shares 2,580 Est. Cost $122.34 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $323 Shares 2,406 Est. Cost $126.20 Unrealized +4.8%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $320 Shares 3,721 Est. Cost $98.16 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $318 Shares 22,658 Est. Cost $3.82 Unrealized +286.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $308 Shares 4,168 Est. Cost $72.33 Unrealized +2.1%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $308 Shares 21,167 Est. Cost $15.66 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $304 Shares 10,843 Est. Cost $22.62 Unrealized
PM Philip Morris 0.0%
Value ($000) $303 Shares 2,514 Est. Cost $112.51 Unrealized +7.2%
AMAT Applied Materials 0.0%
Value ($000) $301 Shares 1,850 Est. Cost $203.21 Unrealized -11.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $296 Shares 6,186 Est. Cost $46.63 Unrealized 0.0%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $295 Shares 7,653 Est. Cost $37.02 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $292 Shares 3,342 Est. Cost $87.33 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $289 Shares 10,170 Est. Cost $26.27 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $285 Shares 3,332 Est. Cost $85.67 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $285 Shares 5,169 Est. Cost $60.20 Unrealized 0.0%
USLM UNITED STS LIME & MINERALS INC COM 0.0%
Value ($000) $282 Shares 2,125 Est. Cost $80.25 Unrealized +58.0%
D Dominion 0.0%
Value ($000) $282 Shares 5,230 Est. Cost $54.04 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $281 Shares 1,196 Est. Cost $248.46 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $281 Shares 4,590 Est. Cost $57.34 Unrealized 0.0%
IFRA iShares U.S. Infrastructure ETF 0.0%
Value ($000) $278 Shares 6,008 Est. Cost $36.41 Unrealized
NKE Nike 0.0%
Value ($000) $276 Shares 3,649 Est. Cost $83.88 Unrealized -8.8%
FDUS FIDUS INVT CORP COM 0.0%
Value ($000) $274 Shares 13,025 Est. Cost $17.78 Unrealized 0.0%
MO Altria Group 0.0%
Value ($000) $270 Shares 5,165 Est. Cost $48.82 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $267 Shares 4,644 Est. Cost $56.95 Unrealized 0.0%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $265 Shares 6,594 Est. Cost $36.92 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $264 Shares 3,756 Est. Cost $63.90 Unrealized
ALB Albemarle 0.0%
Value ($000) $262 Shares 3,040 Est. Cost $97.25 Unrealized 0.0%
QTUM Defiance Quantum ETF 0.0%
Value ($000) $261 Shares 3,211 Est. Cost $63.24 Unrealized
PFE Pfizer 0.0%
Value ($000) $260 Shares 9,803 Est. Cost $25.04 Unrealized +0.3%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $253 Shares 4,700 Est. Cost $49.43 Unrealized 0.0%
BMY Bristol Myers Squibb 0.0%
Value ($000) $253 Shares 4,475 Est. Cost $52.58 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $252 Shares 914 Est. Cost $311.40 Unrealized 0.0%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $251 Shares 6,535 Est. Cost $41.82 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $251 Shares 5,187 Est. Cost $48.33 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $249 Shares 873 Est. Cost $259.43 Unrealized +6.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $249 Shares 3,263 Est. Cost $33.84 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value ($000) $247 Shares 3,960 Est. Cost $93.08 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $245 Shares 3,198 Est. Cost $72.25 Unrealized +2.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $244 Shares 3,223 Est. Cost $75.70 Unrealized
ITA iShares U.S. Aerospace & Defense 0.0%
Value ($000) $243 Shares 1,671 Est. Cost $126.92 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $241 Shares 2,692 Est. Cost $82.75 Unrealized
CELH Celsius Holdings 0.0%
Value ($000) $241 Shares 9,134 Est. Cost $45.80 Unrealized -35.2%
CBAN COLONY BANKCORP INC COM 0.0%
Value ($000) $239 Shares 14,823 Est. Cost $15.74 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $239 Shares 4,643 Est. Cost $52.02 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $235 Shares 4,079 Est. Cost $57.53 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $235 Shares 2,643 Est. Cost $88.78 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $233 Shares 1,744 Est. Cost $124.56 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $230 Shares 9,929 Est. Cost $29.82 Unrealized -12.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $226 Shares 3,985 Est. Cost $56.76 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $223 Shares 1,691 Est. Cost $120.92 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $218 Shares 905 Est. Cost $244.86 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $218 Shares 1,287 Est. Cost $174.14 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $211 Shares 902 Est. Cost $176.36 Unrealized +39.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $211 Shares 3,706 Est. Cost $53.88 Unrealized +8.4%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $211 Shares 1,906 Est. Cost $110.58 Unrealized
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $210 Shares 6,011 Est. Cost $36.00 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $208 Shares 3,735 Est. Cost $55.63 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $208 Shares 3,332 Est. Cost $62.32 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $206 Shares 10,350 Est. Cost $19.94 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $203 Shares 9,350 Est. Cost $21.76 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $202 Shares 192 Est. Cost $1116.02 Unrealized 0.0%
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $188 Shares 18,418 Est. Cost $10.20 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $160 Shares 16,650 Est. Cost $7.79 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $137 Shares 14,210 Est. Cost $9.65 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $127 Shares 22,735 Est. Cost $5.45 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $119 Shares 11,048 Est. Cost $7.69 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $112 Shares 11,753 Est. Cost $9.54 Unrealized
T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $106 Shares 13,985 Est. Cost $7.60 Unrealized
WULF TERAWULF INC COM 0.0%
Value ($000) $100 Shares 17,600 Est. Cost $4.71 Unrealized +36.8%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $70 Shares 31,196 Est. Cost $2.28 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $49 Shares 10,000 Est. Cost $5.65 Unrealized +5.3%
APCX APPTECH PMTS CORP COM 0.0%
Value ($000) $21 Shares 40,000 Est. Cost $0.59 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $13 Shares 22,172 Est. Cost $0.24 Unrealized +85.0%
GNCAQ GENOCEA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%