Fiduciary Alliance LLC Diversified Active

CIK: 0001954805 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 9, 2025

Total Value ($000): $1,017,426 (100.0% shares, 0.0% debt)

Holdings (385)

AAPL Apple 5.1%
Value ($000) $51,928 Shares 233,774 Est. Cost $171.23 Unrealized +34.8%
SPY SPDR S&P 500 ETF TRUST 4.1%
Value ($000) $42,158 Shares 75,365 Est. Cost $458.84 Unrealized
MSFT Microsoft 3.8%
Value ($000) $38,362 Shares 102,192 Est. Cost $283.76 Unrealized +42.8%
JPM JPMorgan Chase 3.4%
Value ($000) $35,052 Shares 142,894 Est. Cost $148.92 Unrealized +68.5%
BRK/B Berkshire Hathaway CL B 2.9%
Value ($000) $29,616 Shares 55,609 Est. Cost $336.35 Unrealized +44.5%
AMZN Amazon 2.6%
Value ($000) $26,103 Shares 137,198 Est. Cost $153.34 Unrealized +41.5%
NVDA NVIDIA CORPORATION COM 1.9%
Value ($000) $19,651 Shares 181,319 Est. Cost $103.66 Unrealized +22.2%
COP Conocophillips 1.9%
Value ($000) $18,872 Shares 179,699 Est. Cost $106.47 Unrealized -9.1%
SPDW SPDR S&P World ex-US 1.7%
Value ($000) $16,990 Shares 466,639 Est. Cost $30.42 Unrealized
HD Home Depot 1.6%
Value ($000) $16,204 Shares 44,215 Est. Cost $310.42 Unrealized +22.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 1.5%
Value ($000) $15,596 Shares 117,943 Est. Cost $88.59 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.4%
Value ($000) $14,201 Shares 507,905 Est. Cost $39.23 Unrealized
MS Morgan Stanley 1.3%
Value ($000) $13,497 Shares 115,681 Est. Cost $89.33 Unrealized +40.9%
JNJ Johnson & Johnson 1.3%
Value ($000) $13,226 Shares 79,753 Est. Cost $155.58 Unrealized -2.0%
IJR iShares S&P Small Cap ETF 1.3%
Value ($000) $13,013 Shares 124,443 Est. Cost $51.15 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 1.3%
Value ($000) $12,887 Shares 152,685 Est. Cost $27.59 Unrealized +218.3%
IBIT ISHARES BITCOIN TRUST ETF 1.2%
Value ($000) $12,682 Shares 270,915 Est. Cost $40.29 Unrealized
SCHG Schwab U.S. Large-Cap Growth 1.1%
Value ($000) $11,478 Shares 458,376 Est. Cost $38.55 Unrealized
GOOGL Alphabet CL A 1.1%
Value ($000) $11,134 Shares 71,998 Est. Cost $133.33 Unrealized +35.5%
SCHR Schwab Intermediate-Term US Treasury 1.0%
Value ($000) $10,393 Shares 418,068 Est. Cost $34.69 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 1.0%
Value ($000) $10,289 Shares 334,651 Est. Cost $27.94 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1.0%
Value ($000) $10,238 Shares 111,612 Est. Cost $91.57 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 1.0%
Value ($000) $10,084 Shares 34,981 Est. Cost $228.41 Unrealized +39.0%
RSG Republic Services 1.0%
Value ($000) $9,968 Shares 41,164 Est. Cost $132.83 Unrealized +67.0%
COST Costco 0.9%
Value ($000) $9,613 Shares 10,164 Est. Cost $691.60 Unrealized +40.3%
AMGN Amgen 0.9%
Value ($000) $9,087 Shares 29,168 Est. Cost $241.65 Unrealized +18.9%
KMI Kinder Morgan Inc 0.9%
Value ($000) $8,912 Shares 312,385 Est. Cost $22.64 Unrealized +18.0%
NEE Nextera Energy 0.8%
Value ($000) $8,552 Shares 120,632 Est. Cost $73.12 Unrealized -6.1%
PYPL Paypal 0.8%
Value ($000) $7,671 Shares 117,569 Est. Cost $66.61 Unrealized +16.7%
ETN Eaton Corp 0.7%
Value ($000) $7,483 Shares 27,529 Est. Cost $152.10 Unrealized +102.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.7%
Value ($000) $7,254 Shares 111,303 Est. Cost $63.21 Unrealized
DHR Danaher 0.7%
Value ($000) $7,169 Shares 34,971 Est. Cost $233.89 Unrealized -7.2%
PWR Quanta Services 0.7%
Value ($000) $7,093 Shares 27,905 Est. Cost $196.78 Unrealized +46.7%
MCO MOODYS CORP COM 0.7%
Value ($000) $6,917 Shares 14,853 Est. Cost $366.32 Unrealized +30.6%
ISRG Intuitive Surgical 0.7%
Value ($000) $6,888 Shares 13,907 Est. Cost $486.95 Unrealized +13.6%
LMT Lockheed Martin 0.7%
Value ($000) $6,876 Shares 15,392 Est. Cost $439.73 Unrealized +1.9%
SGOL Gold ETF 0.7%
Value ($000) $6,784 Shares 227,500 Est. Cost $18.19 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.6%
Value ($000) $6,535 Shares 136,466 Est. Cost $47.28 Unrealized
CPS COOPER STD HLDGS INC COM 0.6%
Value ($000) $6,444 Shares 420,636 Est. Cost $15.23 Unrealized -2.0%
CME CME Group 0.6%
Value ($000) $6,329 Shares 23,856 Est. Cost $200.83 Unrealized +20.7%
MLPX Global X MLP & Energy Infrastructure ETF 0.6%
Value ($000) $6,073 Shares 95,170 Est. Cost $47.03 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $6,029 Shares 7,299 Est. Cost $843.74 Unrealized -2.0%
SPEM SPDR S&P Emerging Markets 0.6%
Value ($000) $6,027 Shares 153,086 Est. Cost $34.35 Unrealized
COWZ Pacer US Cash Cows 100 ETF 0.6%
Value ($000) $5,953 Shares 108,718 Est. Cost $50.33 Unrealized
MRK Merck 0.6%
Value ($000) $5,907 Shares 65,808 Est. Cost $97.51 Unrealized -7.6%
TXN Texas Instruments 0.6%
Value ($000) $5,881 Shares 32,724 Est. Cost $162.35 Unrealized +12.2%
DIS Disney 0.6%
Value ($000) $5,722 Shares 57,978 Est. Cost $97.72 Unrealized +8.8%
T AT&T 0.5%
Value ($000) $5,529 Shares 195,495 Est. Cost $22.87 Unrealized +6.5%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $5,416 Shares 11,549 Est. Cost $439.79 Unrealized
UNH Unitedhealth Group 0.5%
Value ($000) $5,328 Shares 10,172 Est. Cost $541.51 Unrealized -7.8%
WMT WALMART INC COM 0.5%
Value ($000) $5,219 Shares 59,451 Est. Cost $78.24 Unrealized +18.8%
AVGO Broadcom 0.5%
Value ($000) $5,188 Shares 30,988 Est. Cost $180.55 Unrealized +16.2%
GOOG Alphabet CL C 0.5%
Value ($000) $5,129 Shares 32,831 Est. Cost $161.37 Unrealized +13.1%
TSLA Tesla 0.5%
Value ($000) $5,105 Shares 19,700 Est. Cost $287.70 Unrealized +15.8%
META Facebook 0.5%
Value ($000) $4,794 Shares 8,318 Est. Cost $501.74 Unrealized +28.2%
SPG Simon Property Group 0.5%
Value ($000) $4,794 Shares 28,864 Est. Cost $165.94 Unrealized +0.6%
HELO JPMorgan Hedged Equity Laddered Overlay ETF 0.5%
Value ($000) $4,699 Shares 78,743 Est. Cost $56.81 Unrealized
VFC V F CORP COM 0.5%
Value ($000) $4,634 Shares 298,596 Est. Cost $16.56 Unrealized +33.8%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $4,583 Shares 48,910 Est. Cost $92.63 Unrealized -5.2%
MTB M & T BK CORP COM 0.4%
Value ($000) $4,548 Shares 25,443 Est. Cost $138.01 Unrealized +33.7%
TBIL US TREASURY 3 MONTH BILL ETF 0.4%
Value ($000) $4,271 Shares 85,400 Est. Cost $49.99 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $4,191 Shares 7,646 Est. Cost $483.30 Unrealized +12.1%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.4%
Value ($000) $4,109 Shares 65,482 Est. Cost $64.39 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $4,101 Shares 155,621 Est. Cost $26.60 Unrealized
XOM Exxon Mobil 0.4%
Value ($000) $4,068 Shares 34,201 Est. Cost $107.85 Unrealized -0.6%
TFC Truist Financial 0.4%
Value ($000) $4,055 Shares 98,554 Est. Cost $37.65 Unrealized +13.4%
SCHH Schwab REIT 0.4%
Value ($000) $4,027 Shares 187,205 Est. Cost $20.84 Unrealized
EMXC iShares Emerging Markets ex China ETF 0.4%
Value ($000) $3,700 Shares 67,157 Est. Cost $49.71 Unrealized
AXP American Express 0.4%
Value ($000) $3,599 Shares 13,376 Est. Cost $250.46 Unrealized +16.8%
NFLX Netflix 0.4%
Value ($000) $3,571 Shares 3,829 Est. Cost $93.80 Unrealized +1.4%
ABBV Abbvie 0.3%
Value ($000) $3,546 Shares 16,926 Est. Cost $170.46 Unrealized +11.1%
MKL Markel 0.3%
Value ($000) $3,371 Shares 1,803 Est. Cost $1413.23 Unrealized +30.2%
GLW CORNING INC COM 0.3%
Value ($000) $3,339 Shares 72,935 Est. Cost $48.11 Unrealized +0.9%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.3%
Value ($000) $3,337 Shares 46,363 Est. Cost $56.03 Unrealized
SHV iShares Short-Term Treasury ETF 0.3%
Value ($000) $3,262 Shares 29,530 Est. Cost $110.04 Unrealized
V Visa 0.3%
Value ($000) $3,196 Shares 9,119 Est. Cost $275.81 Unrealized +21.9%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $3,105 Shares 54,991 Est. Cost $57.17 Unrealized
ABT Abbott Labs 0.3%
Value ($000) $3,078 Shares 23,206 Est. Cost $112.75 Unrealized +11.3%
CMCSA Comcast 0.3%
Value ($000) $3,000 Shares 81,289 Est. Cost $39.61 Unrealized -11.5%
BOTZ Global Robotics and AI ETF 0.3%
Value ($000) $2,889 Shares 101,525 Est. Cost $28.05 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.3%
Value ($000) $2,863 Shares 114,141 Est. Cost $25.01 Unrealized
ALL Allstate 0.3%
Value ($000) $2,859 Shares 13,809 Est. Cost $191.02 Unrealized +0.1%
IGSB iShares 1-3 Year Credit Bond ETF 0.3%
Value ($000) $2,856 Shares 54,543 Est. Cost $52.43 Unrealized
VST VISTRA CORP COM 0.3%
Value ($000) $2,780 Shares 23,671 Est. Cost $137.88 Unrealized +7.8%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3%
Value ($000) $2,768 Shares 22,685 Est. Cost $90.26 Unrealized
BLK Blackrock 0.3%
Value ($000) $2,752 Shares 2,908 Est. Cost $961.85 Unrealized 0.0%
CVX Chevron 0.3%
Value ($000) $2,720 Shares 16,258 Est. Cost $149.81 Unrealized +0.4%
SHEL Royal Dutch Shell ADR 0.3%
Value ($000) $2,648 Shares 36,141 Est. Cost $62.88 Unrealized
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.3%
Value ($000) $2,620 Shares 47,188 Est. Cost $53.20 Unrealized
SECT MAIN SECTOR ROTATION ETF 0.3%
Value ($000) $2,612 Shares 51,160 Est. Cost $43.67 Unrealized
BIBL INSPIRE 100 ETF 0.2%
Value ($000) $2,540 Shares 66,130 Est. Cost $33.87 Unrealized
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $2,538 Shares 6,817 Est. Cost $366.32 Unrealized +2.9%
MCD McDonalds 0.2%
Value ($000) $2,514 Shares 8,049 Est. Cost $273.63 Unrealized +7.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $2,495 Shares 24,798 Est. Cost $100.07 Unrealized
BAC Bank of America 0.2%
Value ($000) $2,450 Shares 58,722 Est. Cost $40.93 Unrealized +6.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $2,450 Shares 5,835 Est. Cost $397.94 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $2,446 Shares 14,121 Est. Cost $179.16 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $2,436 Shares 26,497 Est. Cost $81.41 Unrealized +3.3%
AER AERCAP HOLDINGS NV SHS 0.2%
Value ($000) $2,372 Shares 23,217 Est. Cost $95.39 Unrealized +3.0%
CIBR First Trust Cybersecurity ETF 0.2%
Value ($000) $2,369 Shares 37,603 Est. Cost $44.91 Unrealized
VTI Vanguard Total Stock Market 0.2%
Value ($000) $2,322 Shares 8,447 Est. Cost $263.13 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $2,319 Shares 13,467 Est. Cost $217.14 Unrealized +11.5%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,319 Shares 13,606 Est. Cost $161.57 Unrealized +1.5%
TSM Taiwan Semiconductor 0.2%
Value ($000) $2,288 Shares 13,786 Est. Cost $191.68 Unrealized
AON AON PLC SHS CL A 0.2%
Value ($000) $2,204 Shares 5,522 Est. Cost $365.26 Unrealized +4.5%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $2,203 Shares 9,435 Est. Cost $255.47 Unrealized -0.1%
JPIE JPMorgan Income ETF 0.2%
Value ($000) $2,194 Shares 47,618 Est. Cost $45.70 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.2%
Value ($000) $2,177 Shares 52,301 Est. Cost $47.54 Unrealized 0.0%
SPHY SPDR Portfolio High Yield Bond ETF 0.2%
Value ($000) $2,066 Shares 88,218 Est. Cost $23.39 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $2,060 Shares 16,893 Est. Cost $105.30 Unrealized +5.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $2,017 Shares 4,638 Est. Cost $417.64 Unrealized -5.6%
RTX United Technologies 0.2%
Value ($000) $2,007 Shares 15,154 Est. Cost $106.31 Unrealized +17.4%
ETHA ISHARES ETHEREUM TRUST ETF 0.2%
Value ($000) $1,996 Shares 144,450 Est. Cost $19.26 Unrealized
LOW Lowes 0.2%
Value ($000) $1,901 Shares 8,152 Est. Cost $246.11 Unrealized -1.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $1,832 Shares 13,105 Est. Cost $162.23 Unrealized -0.4%
FXI iShares China Large Cap 0.2%
Value ($000) $1,829 Shares 51,039 Est. Cost $28.05 Unrealized
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $1,825 Shares 7,885 Est. Cost $209.49 Unrealized +4.2%
PEP Pepsi 0.2%
Value ($000) $1,781 Shares 11,878 Est. Cost $162.14 Unrealized -11.5%
ACN Accenture 0.2%
Value ($000) $1,728 Shares 5,539 Est. Cost $327.89 Unrealized +6.6%
EAGL EAGLE CAPITAL SELECT EQUITY ETF 0.2%
Value ($000) $1,684 Shares 60,113 Est. Cost $27.87 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,675 Shares 32,346 Est. Cost $53.34 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $1,665 Shares 4,610 Est. Cost $361.13 Unrealized
SPHQ Powershares S&P 500 Quality 0.2%
Value ($000) $1,643 Shares 24,772 Est. Cost $46.89 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 0.2%
Value ($000) $1,626 Shares 86,962 Est. Cost $18.78 Unrealized
CRWD Crowdstrike 0.2%
Value ($000) $1,626 Shares 4,611 Est. Cost $239.20 Unrealized +59.3%
TYL TYLER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,604 Shares 2,759 Est. Cost $604.28 Unrealized -1.7%
SAP SAP SE SPON ADR 0.2%
Value ($000) $1,596 Shares 5,945 Est. Cost $246.21 Unrealized
NDAQ Nasdaq Inc 0.2%
Value ($000) $1,596 Shares 21,036 Est. Cost $76.81 Unrealized +1.3%
WPC WP CAREY INC COM 0.2%
Value ($000) $1,592 Shares 25,222 Est. Cost $54.48 Unrealized
SHOP Shopify 0.2%
Value ($000) $1,570 Shares 16,446 Est. Cost $78.73 Unrealized +38.4%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $1,560 Shares 8,698 Est. Cost $170.68 Unrealized +9.4%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,525 Shares 16,431 Est. Cost $60.26 Unrealized
WWD WOODWARD INC COM 0.1%
Value ($000) $1,490 Shares 8,167 Est. Cost $170.59 Unrealized +7.9%
LEN Lennar 0.1%
Value ($000) $1,481 Shares 12,899 Est. Cost $123.11 Unrealized 0.0%
ARGT GLOBAL X MSCI ARGENTINA ETF 0.1%
Value ($000) $1,472 Shares 18,221 Est. Cost $82.54 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.1%
Value ($000) $1,465 Shares 49,567 Est. Cost $37.15 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,439 Shares 11,814 Est. Cost $113.89 Unrealized +5.5%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,389 Shares 16,995 Est. Cost $81.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,389 Shares 5,585 Est. Cost $197.26 Unrealized +21.4%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,371 Shares 2,326 Est. Cost $544.39 Unrealized +2.4%
HUM HUMANA INC COM 0.1%
Value ($000) $1,368 Shares 5,171 Est. Cost $263.59 Unrealized +1.2%
WFC Wells Fargo 0.1%
Value ($000) $1,367 Shares 19,046 Est. Cost $66.67 Unrealized +10.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $1,367 Shares 7,926 Est. Cost $139.65 Unrealized +16.1%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $1,351 Shares 3,912 Est. Cost $288.06 Unrealized +8.8%
KO Coca Cola 0.1%
Value ($000) $1,350 Shares 18,848 Est. Cost $60.57 Unrealized +7.3%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,343 Shares 5,037 Est. Cost $223.42 Unrealized +8.8%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $1,305 Shares 1,920 Est. Cost $669.81 Unrealized +6.7%
CSCO Cisco 0.1%
Value ($000) $1,249 Shares 20,234 Est. Cost $49.36 Unrealized +21.8%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $1,243 Shares 8,798 Est. Cost $146.82 Unrealized -0.2%
VZ Verizon 0.1%
Value ($000) $1,194 Shares 26,318 Est. Cost $38.10 Unrealized +3.9%
QQH HCM DEFENDER 100 INDEX ETF 0.1%
Value ($000) $1,168 Shares 19,978 Est. Cost $41.41 Unrealized
AMT American Tower 0.1%
Value ($000) $1,149 Shares 5,281 Est. Cost $193.46 Unrealized -2.0%
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $1,127 Shares 96,944 Est. Cost $14.41 Unrealized 0.0%
HON Honeywell 0.1%
Value ($000) $1,127 Shares 5,323 Est. Cost $194.22 Unrealized +2.2%
LGH HCM DEFENDER 500 INDEX ETF 0.1%
Value ($000) $1,114 Shares 23,064 Est. Cost $37.22 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,113 Shares 3,646 Est. Cost $311.89 Unrealized +11.6%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $1,104 Shares 16,728 Est. Cost $71.20 Unrealized 0.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value ($000) $1,099 Shares 9,984 Est. Cost $113.78 Unrealized
SPYG S&P Growth ETF 0.1%
Value ($000) $1,088 Shares 13,533 Est. Cost $63.94 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $1,060 Shares 9,163 Est. Cost $115.81 Unrealized +5.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $1,057 Shares 30,280 Est. Cost $32.76 Unrealized
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $1,032 Shares 8,538 Est. Cost $136.24 Unrealized -6.3%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,027 Shares 9,422 Est. Cost $99.22 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,027 Shares 8,313 Est. Cost $121.77 Unrealized -2.1%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $1,015 Shares 9,616 Est. Cost $146.28 Unrealized -17.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,006 Shares 1,263 Est. Cost $184.75 Unrealized +4.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $999 Shares 9,114 Est. Cost $119.02 Unrealized -0.2%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $985 Shares 7,597 Est. Cost $121.68 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $966 Shares 4,245 Est. Cost $244.13 Unrealized +1.8%
IJK iShares S&P Mid-Cap Growth ETF 0.1%
Value ($000) $964 Shares 11,578 Est. Cost $69.70 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $955 Shares 1,859 Est. Cost $515.56 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $955 Shares 1,555 Est. Cost $609.96 Unrealized -2.0%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $948 Shares 4,972 Est. Cost $146.91 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $924 Shares 4,765 Est. Cost $168.90 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $916 Shares 15,321 Est. Cost $65.17 Unrealized -11.1%
GDDY GODADDY INC CL A 0.1%
Value ($000) $904 Shares 5,018 Est. Cost $182.74 Unrealized +4.6%
UNP Union Pacific 0.1%
Value ($000) $899 Shares 3,806 Est. Cost $231.26 Unrealized +1.9%
AA ALCOA CORP COM 0.1%
Value ($000) $895 Shares 29,353 Est. Cost $40.99 Unrealized -15.6%
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.1%
Value ($000) $894 Shares 49,154 Est. Cost $20.29 Unrealized
ENB Enbridge 0.1%
Value ($000) $888 Shares 20,052 Est. Cost $37.95 Unrealized +9.1%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $868 Shares 4,304 Est. Cost $216.79 Unrealized -1.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $867 Shares 3,392 Est. Cost $268.98 Unrealized
CCI Crown Castle Int. 0.1%
Value ($000) $865 Shares 8,303 Est. Cost $103.57 Unrealized -13.9%
VB Vanguard Small Cap 0.1%
Value ($000) $864 Shares 3,896 Est. Cost $191.15 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $861 Shares 2,988 Est. Cost $204.56 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $855 Shares 1,365 Est. Cost $773.13 Unrealized -11.8%
QCOM Qualcomm 0.1%
Value ($000) $834 Shares 5,428 Est. Cost $159.09 Unrealized +0.4%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.1%
Value ($000) $832 Shares 10,793 Est. Cost $79.73 Unrealized
TTWO Take-Two Interactive 0.1%
Value ($000) $826 Shares 3,987 Est. Cost $173.43 Unrealized +15.2%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $821 Shares 3,519 Est. Cost $262.03 Unrealized -3.7%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $819 Shares 3,165 Est. Cost $223.66 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $805 Shares 2,388 Est. Cost $391.83 Unrealized -8.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $804 Shares 6,237 Est. Cost $117.25 Unrealized
EOG EOG Resources 0.1%
Value ($000) $798 Shares 6,226 Est. Cost $123.48 Unrealized +1.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $786 Shares 4,549 Est. Cost $173.14 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $779 Shares 1,386 Est. Cost $466.58 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $777 Shares 9,304 Est. Cost $75.40 Unrealized +10.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $776 Shares 9,122 Est. Cost $85.07 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $775 Shares 15,306 Est. Cost $50.27 Unrealized
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.1%
Value ($000) $772 Shares 37,994 Est. Cost $25.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $770 Shares 1,548 Est. Cost $547.53 Unrealized -1.4%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $762 Shares 11,621 Est. Cost $67.73 Unrealized 0.0%
CHTR Charter Communications 0.1%
Value ($000) $728 Shares 1,976 Est. Cost $361.54 Unrealized -1.1%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.1%
Value ($000) $723 Shares 19,816 Est. Cost $32.28 Unrealized
INTC Intel 0.1%
Value ($000) $721 Shares 31,755 Est. Cost $26.83 Unrealized -18.5%
PNC PNC Financial Services 0.1%
Value ($000) $720 Shares 4,098 Est. Cost $189.31 Unrealized -3.2%
DE Deere & Co 0.1%
Value ($000) $707 Shares 1,506 Est. Cost $415.85 Unrealized +11.0%
SLYV S&P Small Cap Value ETF 0.1%
Value ($000) $703 Shares 8,973 Est. Cost $84.72 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.1%
Value ($000) $699 Shares 44,875 Est. Cost $15.57 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $691 Shares 1,295 Est. Cost $486.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $686 Shares 7,346 Est. Cost $89.92 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $686 Shares 5,084 Est. Cost $164.34 Unrealized -15.9%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $679 Shares 9,324 Est. Cost $70.50 Unrealized +2.2%
SPD SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF 0.1%
Value ($000) $675 Shares 21,829 Est. Cost $33.37 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $670 Shares 1,226 Est. Cost $499.33 Unrealized +18.3%
ZTS Zoetis 0.1%
Value ($000) $669 Shares 4,062 Est. Cost $176.35 Unrealized -6.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $668 Shares 35,935 Est. Cost $18.59 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $659 Shares 3,193 Est. Cost $227.45 Unrealized
MARA MARA HOLDINGS INC COM 0.1%
Value ($000) $659 Shares 57,309 Est. Cost $17.69 Unrealized -10.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $655 Shares 5,546 Est. Cost $115.93 Unrealized
CLH CLEAN HARBORS INC COM 0.1%
Value ($000) $655 Shares 3,324 Est. Cost $248.40 Unrealized -11.9%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $646 Shares 6,777 Est. Cost $97.46 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $646 Shares 1,387 Est. Cost $444.55 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $626 Shares 8,178 Est. Cost $80.25 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $624 Shares 3,314 Est. Cost $188.18 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $621 Shares 18,377 Est. Cost $34.67 Unrealized
GVLU GOTHAM 1000 VALUE ETF 0.1%
Value ($000) $604 Shares 26,197 Est. Cost $20.89 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $592 Shares 4,860 Est. Cost $96.02 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $592 Shares 6,046 Est. Cost $107.88 Unrealized -4.1%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $592 Shares 2,091 Est. Cost $245.29 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $590 Shares 2,476 Est. Cost $271.56 Unrealized -0.8%
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $581 Shares 8,163 Est. Cost $49.12 Unrealized +21.6%
CMA Comerica Inc 0.1%
Value ($000) $578 Shares 9,784 Est. Cost $53.06 Unrealized +13.7%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $569 Shares 8,190 Est. Cost $122.58 Unrealized
ACM AECOM COM 0.1%
Value ($000) $567 Shares 6,111 Est. Cost $107.82 Unrealized -6.9%
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $565 Shares 25,606 Est. Cost $23.14 Unrealized
MMM 3M Company 0.1%
Value ($000) $555 Shares 3,776 Est. Cost $95.44 Unrealized +51.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $552 Shares 6,678 Est. Cost $82.82 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $551 Shares 1,085 Est. Cost $504.34 Unrealized +0.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $545 Shares 7,201 Est. Cost $69.52 Unrealized
MDT Medtronic 0.1%
Value ($000) $544 Shares 6,053 Est. Cost $83.94 Unrealized +4.1%
QUAL iShares Edge MSCI USA Quality Factor 0.1%
Value ($000) $539 Shares 3,156 Est. Cost $139.68 Unrealized
CAT Caterpillar 0.1%
Value ($000) $538 Shares 1,632 Est. Cost $352.46 Unrealized -0.1%
PANW Palo Alto Networks 0.1%
Value ($000) $534 Shares 3,131 Est. Cost $178.43 Unrealized +3.6%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $532 Shares 1,880 Est. Cost $326.48 Unrealized +12.4%
PTC PTC INC COM 0.1%
Value ($000) $531 Shares 3,425 Est. Cost $171.97 Unrealized 0.0%
IJJ iShares S&P Mid-Cap Value ETF 0.1%
Value ($000) $530 Shares 4,431 Est. Cost $101.61 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $530 Shares 7,481 Est. Cost $60.30 Unrealized +9.5%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $528 Shares 9,579 Est. Cost $54.85 Unrealized -1.7%
MO Altria Group 0.1%
Value ($000) $526 Shares 8,759 Est. Cost $49.72 Unrealized +2.6%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $508 Shares 16,405 Est. Cost $27.02 Unrealized
VLO Valero Energy 0.0%
Value ($000) $504 Shares 3,818 Est. Cost $146.21 Unrealized -11.5%
GE GE Aerospace 0.0%
Value ($000) $503 Shares 2,515 Est. Cost $173.82 Unrealized +12.6%
SPYC SIMPLIFY US EQUITY PLUS CONVEXITY ETF 0.0%
Value ($000) $492 Shares 14,297 Est. Cost $37.42 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $492 Shares 7,007 Est. Cost $57.17 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $492 Shares 3,557 Est. Cost $99.08 Unrealized +24.8%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $492 Shares 23,468 Est. Cost $19.24 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $490 Shares 1,322 Est. Cost $370.83 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $486 Shares 7,622 Est. Cost $51.28 Unrealized +13.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $486 Shares 2,845 Est. Cost $173.23 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $480 Shares 2,291 Est. Cost $226.55 Unrealized -9.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $479 Shares 7,063 Est. Cost $59.30 Unrealized +0.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $475 Shares 3,343 Est. Cost $132.47 Unrealized -2.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $474 Shares 12,992 Est. Cost $41.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $474 Shares 2,376 Est. Cost $183.22 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $468 Shares 46,619 Est. Cost $11.05 Unrealized -16.4%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $467 Shares 9,573 Est. Cost $48.63 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $456 Shares 5,014 Est. Cost $88.57 Unrealized
IWN iShares Russell 2000 Value 0.0%
Value ($000) $456 Shares 3,017 Est. Cost $151.00 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $451 Shares 2,336 Est. Cost $190.05 Unrealized
SCHB Schwab U.S. Broad Market 0.0%
Value ($000) $447 Shares 20,741 Est. Cost $26.28 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $443 Shares 11,439 Est. Cost $33.82 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $439 Shares 4,358 Est. Cost $100.67 Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $438 Shares 10,284 Est. Cost $23.62 Unrealized +82.7%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $433 Shares 4,272 Est. Cost $101.42 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $433 Shares 5,292 Est. Cost $83.69 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $432 Shares 5,083 Est. Cost $78.03 Unrealized -3.5%
VEA Vanguard FTSE Developed Markets 0.0%
Value ($000) $429 Shares 8,440 Est. Cost $50.83 Unrealized
PRU Prudential Financial 0.0%
Value ($000) $422 Shares 3,783 Est. Cost $115.05 Unrealized -5.3%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $412 Shares 1,558 Est. Cost $265.38 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $411 Shares 12,454 Est. Cost $24.45 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $410 Shares 3,012 Est. Cost $93.45 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $406 Shares 1,490 Est. Cost $281.95 Unrealized -9.3%
SCHA Schwab U.S. Small-Cap 0.0%
Value ($000) $406 Shares 17,310 Est. Cost $34.92 Unrealized
BA Boeing 0.0%
Value ($000) $404 Shares 2,369 Est. Cost $156.93 Unrealized +10.3%
PM Philip Morris 0.0%
Value ($000) $379 Shares 2,391 Est. Cost $112.51 Unrealized +21.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $379 Shares 11,094 Est. Cost $34.14 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $379 Shares 2,406 Est. Cost $126.20 Unrealized +12.2%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $371 Shares 16,720 Est. Cost $18.23 Unrealized +14.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $369 Shares 680 Est. Cost $585.14 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.0%
Value ($000) $368 Shares 8,394 Est. Cost $46.34 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $367 Shares 2,184 Est. Cost $170.93 Unrealized +5.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $356 Shares 2,419 Est. Cost $147.56 Unrealized +0.3%
PHM Pulte Group 0.0%
Value ($000) $347 Shares 3,380 Est. Cost $128.60 Unrealized -16.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $346 Shares 3,366 Est. Cost $147.95 Unrealized -24.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $338 Shares 3,612 Est. Cost $90.09 Unrealized
CORZZ CORE SCIENTIFIC INC NEW WT EXP 012329 0.0%
Value ($000) $337 Shares 46,872 Est. Cost $2.33 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $334 Shares 4,937 Est. Cost $57.69 Unrealized +7.9%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $333 Shares 3,648 Est. Cost $98.16 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $331 Shares 3,532 Est. Cost $93.78 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $328 Shares 5,741 Est. Cost $57.42 Unrealized
XBI Biotech ETF 0.0%
Value ($000) $327 Shares 4,037 Est. Cost $84.11 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $324 Shares 10,004 Est. Cost $29.65 Unrealized 0.0%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $321 Shares 7,454 Est. Cost $43.05 Unrealized
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $320 Shares 15,764 Est. Cost $20.29 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $318 Shares 4,036 Est. Cost $76.34 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $317 Shares 662 Est. Cost $505.20 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $316 Shares 4,041 Est. Cost $72.33 Unrealized +7.4%
UPS United Parcel Service 0.0%
Value ($000) $311 Shares 2,828 Est. Cost $121.49 Unrealized -7.3%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $310 Shares 3,884 Est. Cost $79.87 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $309 Shares 2,761 Est. Cost $111.87 Unrealized 0.0%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $308 Shares 10,170 Est. Cost $26.27 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $304 Shares 923 Est. Cost $311.40 Unrealized -5.0%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $302 Shares 21,167 Est. Cost $15.66 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $302 Shares 6,000 Est. Cost $50.33 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $302 Shares 7,142 Est. Cost $46.31 Unrealized -4.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $301 Shares 2,222 Est. Cost $124.44 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $299 Shares 7,494 Est. Cost $37.28 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $299 Shares 6,279 Est. Cost $53.41 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $296 Shares 7,848 Est. Cost $37.04 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $296 Shares 1,402 Est. Cost $219.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $294 Shares 5,034 Est. Cost $60.97 Unrealized
D Dominion 0.0%
Value ($000) $285 Shares 5,084 Est. Cost $54.04 Unrealized -2.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $282 Shares 1,158 Est. Cost $261.73 Unrealized -3.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $282 Shares 1,107 Est. Cost $278.09 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $279 Shares 5,171 Est. Cost $53.97 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $275 Shares 2,170 Est. Cost $151.82 Unrealized -5.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $274 Shares 1,155 Est. Cost $248.46 Unrealized -3.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $273 Shares 4,636 Est. Cost $58.96 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value ($000) $267 Shares 47,455 Est. Cost $7.85 Unrealized 0.0%
FDUS FIDUS INVT CORP COM 0.0%
Value ($000) $266 Shares 13,025 Est. Cost $17.78 Unrealized +11.3%
ITA iShares U.S. Aerospace & Defense 0.0%
Value ($000) $265 Shares 1,728 Est. Cost $127.78 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $264 Shares 4,659 Est. Cost $56.95 Unrealized -1.2%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $262 Shares 37,195 Est. Cost $7.05 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $262 Shares 7,104 Est. Cost $17.82 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $259 Shares 4,247 Est. Cost $52.58 Unrealized +5.5%
RECS COLUMBIA RESEARCH ENHANCED CORE ETF 0.0%
Value ($000) $258 Shares 7,760 Est. Cost $33.21 Unrealized
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $258 Shares 6,535 Est. Cost $41.82 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $255 Shares 844 Est. Cost $276.25 Unrealized 0.0%
AGGH SIMPLIFY AGGREGATE BOND ETF 0.0%
Value ($000) $255 Shares 12,049 Est. Cost $21.15 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $251 Shares 1,728 Est. Cost $203.21 Unrealized -18.0%
QTUM Defiance Quantum ETF 0.0%
Value ($000) $247 Shares 3,313 Est. Cost $63.59 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $246 Shares 3,913 Est. Cost $54.27 Unrealized +12.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $244 Shares 3,271 Est. Cost $33.84 Unrealized -5.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $243 Shares 4,631 Est. Cost $52.02 Unrealized
PFE Pfizer 0.0%
Value ($000) $243 Shares 9,585 Est. Cost $25.04 Unrealized -1.3%
BCE BCE INC COM NEW 0.0%
Value ($000) $240 Shares 10,448 Est. Cost $29.43 Unrealized -25.1%
CBAN COLONY BANKCORP INC COM 0.0%
Value ($000) $239 Shares 14,823 Est. Cost $15.74 Unrealized +1.4%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $229 Shares 886 Est. Cost $259.65 Unrealized +5.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $229 Shares 902 Est. Cost $176.36 Unrealized +41.5%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $227 Shares 1,747 Est. Cost $124.56 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $226 Shares 928 Est. Cost $223.35 Unrealized 0.0%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $226 Shares 5,018 Est. Cost $49.44 Unrealized +0.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $225 Shares 2,757 Est. Cost $81.68 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $225 Shares 1,991 Est. Cost $110.67 Unrealized
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value ($000) $224 Shares 3,335 Est. Cost $93.08 Unrealized -26.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $224 Shares 847 Est. Cost $244.86 Unrealized +0.2%
LNG Cheniere Energy 0.0%
Value ($000) $219 Shares 948 Est. Cost $225.16 Unrealized 0.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $219 Shares 4,757 Est. Cost $46.02 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $218 Shares 2,692 Est. Cost $82.75 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $215 Shares 7,103 Est. Cost $30.31 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $214 Shares 2,505 Est. Cost $80.44 Unrealized 0.0%
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $209 Shares 10,350 Est. Cost $19.94 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $208 Shares 1,732 Est. Cost $126.78 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $207 Shares 2,764 Est. Cost $72.25 Unrealized -1.3%
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $206 Shares 6,259 Est. Cost $35.88 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $205 Shares 1,528 Est. Cost $134.29 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $205 Shares 3,688 Est. Cost $55.46 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $194 Shares 12,735 Est. Cost $21.52 Unrealized
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $176 Shares 17,077 Est. Cost $10.20 Unrealized
CORZW CORE SCIENTIFIC INC NEW WT EXP 012327 0.0%
Value ($000) $175 Shares 57,903 Est. Cost $1.58 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $172 Shares 23,815 Est. Cost $4.19 Unrealized +171.7%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $172 Shares 22,735 Est. Cost $5.45 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $165 Shares 14,210 Est. Cost $9.65 Unrealized
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $163 Shares 12,400 Est. Cost $14.85 Unrealized 0.0%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $127 Shares 16,650 Est. Cost $7.79 Unrealized +7.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $115 Shares 11,136 Est. Cost $9.54 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $100 Shares 15,203 Est. Cost $6.55 Unrealized
T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $96 Shares 17,520 Est. Cost $7.17 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $77 Shares 10,805 Est. Cost $8.87 Unrealized 0.0%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $75 Shares 31,196 Est. Cost $2.28 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $56 Shares 10,000 Est. Cost $5.65 Unrealized -2.0%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $25 Shares 22,172 Est. Cost $0.24 Unrealized +201.7%
APCX APPTECH PMTS CORP COM 0.0%
Value ($000) $17 Shares 40,000 Est. Cost $0.59 Unrealized -27.3%
GNCAQ GENOCEA BIOSCIENCES INC COM NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -89.1%