RFP Financial Group LLC Diversified Active

CIK: 0001956564 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $270,145 (100.0% shares, 0.0% debt)

Holdings (914)

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 20.5%
Value ($000) $55,454 Shares 337,582 Est. Cost $150.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 7.2%
Value ($000) $19,316 Shares 35,298 Est. Cost $408.06 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $17,574 Shares 83,401 Est. Cost $169.22 Unrealized +9.4%
IXUS ISHARES TR CORE MSCI 4.0%
Value ($000) $10,868 Shares 160,862 Est. Cost $58.86 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 4.0%
Value ($000) $10,761 Shares 110,854 Est. Cost $96.90 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.9%
Value ($000) $7,792 Shares 73,130 Est. Cost $105.51 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.6%
Value ($000) $7,115 Shares 121,583 Est. Cost $94.70 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $7,104 Shares 15,879 Est. Cost $295.58 Unrealized +41.2%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.4%
Value ($000) $6,522 Shares 225,918 Est. Cost $29.05 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 2.0%
Value ($000) $5,417 Shares 17,212 Est. Cost $313.69 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF TR US MULTI-SECTOR 1.9%
Value ($000) $5,153 Shares 191,358 Est. Cost $26.93 Unrealized
KO COCA-COLA CO 1.8%
Value ($000) $4,893 Shares 76,853 Est. Cost $57.23 Unrealized +2.9%
HD HOME DEPOT INC 1.8%
Value ($000) $4,775 Shares 13,876 Est. Cost $276.60 Unrealized +18.4%
ICSH ISHARES TR BLACKROCK ULTRA 1.5%
Value ($000) $3,930 Shares 77,775 Est. Cost $50.39 Unrealized
REET ISHARES TRUST GLOBAL REIT ETF 1.4%
Value ($000) $3,693 Shares 158,848 Est. Cost $22.68 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 1.3%
Value ($000) $3,531 Shares 33,105 Est. Cost $96.17 Unrealized
TBLL INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 1.1%
Value ($000) $3,046 Shares 28,877 Est. Cost $105.47 Unrealized
VTI VANGUARD INDEX FDS VANGUARD STK MKT ETF 1.1%
Value ($000) $2,896 Shares 10,826 Est. Cost $199.32 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 1.0%
Value ($000) $2,801 Shares 24,920 Est. Cost $86.53 Unrealized
ITOT ISHARES CORE S&P US STOCK MARKET ETF 1.0%
Value ($000) $2,763 Shares 23,261 Est. Cost $88.44 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,608 Shares 14,222 Est. Cost $112.83 Unrealized +49.7%
Raymond James Bank 0.8%
Value ($000) $2,292 Shares 2,292,051 Est. Cost $1.00 Unrealized
WMT WALMART INC COM 0.8%
Value ($000) $2,288 Shares 33,780 Est. Cost $53.51 Unrealized +15.8%
AMZN AMAZON.COM INC 0.8%
Value ($000) $2,181 Shares 11,285 Est. Cost $110.88 Unrealized +65.7%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.7%
Value ($000) $1,984 Shares 19,822 Est. Cost $100.08 Unrealized
BND VANGUARD BD INDEX FDS BND MRKT 0.7%
Value ($000) $1,909 Shares 26,490 Est. Cost $71.84 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.6%
Value ($000) $1,721 Shares 11,777 Est. Cost $149.53 Unrealized -5.4%
SO SOUTHERN CO 0.6%
Value ($000) $1,609 Shares 20,738 Est. Cost $62.71 Unrealized +14.5%
VXUS VANGUARD INTERNATIONAL STOCK INDEX FUND 0.6%
Value ($000) $1,597 Shares 26,487 Est. Cost $51.95 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.6%
Value ($000) $1,568 Shares 1,845 Est. Cost $486.20 Unrealized +59.2%
IWF ISHARES TR RUS 1000 GRW ETF 0.6%
Value ($000) $1,507 Shares 4,135 Est. Cost $214.25 Unrealized
JPM JPMORGAN CHASE &CO. COM 0.6%
Value ($000) $1,502 Shares 7,426 Est. Cost $127.62 Unrealized +48.2%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,454 Shares 12,632 Est. Cost $99.77 Unrealized +10.3%
GPC GENUINE PARTS COMPANY 0.5%
Value ($000) $1,411 Shares 10,200 Est. Cost $150.97 Unrealized -6.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.5%
Value ($000) $1,329 Shares 7,616 Est. Cost $151.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.5%
Value ($000) $1,326 Shares 3,260 Est. Cost $321.03 Unrealized +27.3%
VFIAX VANGUARD 500 INDEX ADMIRAL 0.5%
Value ($000) $1,293 Shares 2,566 Est. Cost $503.78 Unrealized
LLY ELI LILLY &CO COM 0.5%
Value ($000) $1,233 Shares 1,362 Est. Cost $373.51 Unrealized +111.8%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,210 Shares 6,641 Est. Cost $108.99 Unrealized +53.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,125 Shares 6,815 Est. Cost $140.45 Unrealized +11.9%
SUTXX SCHWAB US TREASURY MONEY ULTRA 0.4%
Value ($000) $1,111 Shares 1,111,166 Est. Cost $1.00 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,098 Shares 6,655 Est. Cost $170.46 Unrealized -4.8%
AXP AMERICAN EXPRESS CO COM USD0.20 0.4%
Value ($000) $1,036 Shares 4,476 Est. Cost $154.79 Unrealized +46.8%
MRK MERCK &CO. INC COM 0.4%
Value ($000) $1,029 Shares 8,316 Est. Cost $103.48 Unrealized +17.6%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,012 Shares 6,471 Est. Cost $144.56 Unrealized +2.7%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $997 Shares 8,073 Est. Cost $92.79 Unrealized +8.9%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $959 Shares 2,880 Est. Cost $212.30 Unrealized +59.5%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $943 Shares 24,265 Est. Cost $29.69 Unrealized +17.7%
V VISA INC 0.3%
Value ($000) $921 Shares 3,508 Est. Cost $216.94 Unrealized +24.8%
GPN GLOBAL PAYMENTS INC 0.3%
Value ($000) $914 Shares 9,448 Est. Cost $100.46 Unrealized +7.7%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.3%
Value ($000) $865 Shares 1,590 Est. Cost $386.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $798 Shares 1,566 Est. Cost $471.35 Unrealized +0.4%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.2%
Value ($000) $661 Shares 21,370 Est. Cost $31.01 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $648 Shares 13,641 Est. Cost $45.17 Unrealized +0.3%
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.2%
Value ($000) $623 Shares 12,948 Est. Cost $47.99 Unrealized
SGOV ISHARES TR 0-3 MNTH TREASRY 0.2%
Value ($000) $621 Shares 6,163 Est. Cost $100.62 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.2%
Value ($000) $598 Shares 1,186 Est. Cost $197.01 Unrealized +145.3%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.2%
Value ($000) $591 Shares 11,801 Est. Cost $50.41 Unrealized
FRSXX FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M 0.2%
Value ($000) $573 Shares 572,721 Est. Cost $1.00 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $556 Shares 5,588 Est. Cost $97.60 Unrealized
BNDX VANGUARD CHARLOTTE FDS INTL BD ETF 0.2%
Value ($000) $532 Shares 10,929 Est. Cost $47.49 Unrealized
IUSB ISHARES TR CORE USD 0.2%
Value ($000) $532 Shares 11,755 Est. Cost $44.93 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.2%
Value ($000) $500 Shares 2,742 Est. Cost $165.40 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.2%
Value ($000) $500 Shares 4,936 Est. Cost $84.37 Unrealized +8.2%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.2%
Value ($000) $491 Shares 982 Est. Cost $351.35 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF TR MUNICIPAL INCOME 0.2%
Value ($000) $477 Shares 17,754 Est. Cost $26.87 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $476 Shares 2,348 Est. Cost $175.17 Unrealized
VEIRX VANGUARD EQUITY-INCOME ADM 0.2%
Value ($000) $476 Shares 5,348 Est. Cost $88.94 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $472 Shares 4,756 Est. Cost $92.10 Unrealized +14.6%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.2%
Value ($000) $439 Shares 1,841 Est. Cost $209.64 Unrealized +12.9%
ORCL ORACLE CORP 0.1%
Value ($000) $405 Shares 2,869 Est. Cost $95.39 Unrealized +28.2%
PFE PFIZER INC 0.1%
Value ($000) $405 Shares 14,476 Est. Cost $33.55 Unrealized -26.2%
CMCSA COMCAST CORP 0.1%
Value ($000) $400 Shares 10,216 Est. Cost $35.37 Unrealized +4.9%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $398 Shares 8,289 Est. Cost $39.45 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $390 Shares 5,210 Est. Cost $72.49 Unrealized
SYNOVUS FINANCIAL CORP COM USD1.00 0.1%
Value ($000) $370 Shares 9,205 Est. Cost $30.77 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.1%
Value ($000) $369 Shares 4,157 Est. Cost $76.84 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $350 Shares 3,286 Est. Cost $98.31 Unrealized
BLACKROCK INC COM USD0.01 0.1%
Value ($000) $335 Shares 426 Est. Cost $695.64 Unrealized
SNOXX SCHWAB TREASURY OBLIG MONEY INV 0.1%
Value ($000) $330 Shares 329,964 Est. Cost $1.00 Unrealized
US Bank 0.1%
Value ($000) $311 Shares 310,510 Est. Cost $1.00 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $310 Shares 1,566 Est. Cost $199.64 Unrealized -12.5%
VSMAX VANGUARD SMALL CAP INDEX ADM 0.1%
Value ($000) $305 Shares 2,914 Est. Cost $104.61 Unrealized
MMM 3M CO 0.1%
Value ($000) $304 Shares 2,974 Est. Cost $79.29 Unrealized +18.9%
DE DEERE & CO 0.1%
Value ($000) $303 Shares 810 Est. Cost $368.22 Unrealized +3.3%
CF CF INDUSTRIES HLDGS INCORPORATED 0.1%
Value ($000) $300 Shares 4,050 Est. Cost $73.40 Unrealized +1.7%
VTIAX VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 0.1%
Value ($000) $292 Shares 9,022 Est. Cost $32.36 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $286 Shares 6,933 Est. Cost $31.61 Unrealized +15.4%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $283 Shares 3,383 Est. Cost $83.07 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $280 Shares 600 Est. Cost $429.80 Unrealized +2.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $278 Shares 6,106 Est. Cost $36.27 Unrealized +7.8%
VTES VANGUARD SHORT-TERM TAX EXEMPT BD ETF 0.1%
Value ($000) $262 Shares 2,618 Est. Cost $100.46 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.1%
Value ($000) $261 Shares 4,423 Est. Cost $71.28 Unrealized -17.9%
AJG GALLAGHER ARTHUR J & COMPANY 0.1%
Value ($000) $259 Shares 1,000 Est. Cost $203.16 Unrealized +20.3%
HACAX HARBOR CAPITAL APPRECIATION INSTL 0.1%
Value ($000) $255 Shares 2,181 Est. Cost $116.86 Unrealized
FLMVX JPMORGAN MID CAP VALUE L 0.1%
Value ($000) $253 Shares 6,784 Est. Cost $37.33 Unrealized
VIMAX VANGUARD MID CAP INDEX ADMIRAL 0.1%
Value ($000) $252 Shares 841 Est. Cost $299.85 Unrealized
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $250 Shares 2,487 Est. Cost $100.12 Unrealized 0.0%
OANIX OAKMARK INTERNATIONAL INSTITUTIONAL 0.1%
Value ($000) $248 Shares 9,666 Est. Cost $25.68 Unrealized
SCHZ SCHWAB US AGGREGATE BONDETF 0.1%
Value ($000) $234 Shares 5,141 Est. Cost $45.58 Unrealized
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $234 Shares 7,564 Est. Cost $30.20 Unrealized +7.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $224 Shares 1,127 Est. Cost $108.56 Unrealized +68.0%
SHEL SHELL PLC SPON ADS EA REP 2 ORD SHS 0.1%
Value ($000) $224 Shares 3,108 Est. Cost $59.38 Unrealized
DRGTX VIRTUS ZEVENBERGEN TECHNOLOGY INST 0.1%
Value ($000) $223 Shares 2,687 Est. Cost $82.85 Unrealized
VGHAX VANGUARD HEALTH CARE ADM 0.1%
Value ($000) $216 Shares 2,331 Est. Cost $92.80 Unrealized
Citibank 0.1%
Value ($000) $214 Shares 213,996 Est. Cost $1.00 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $212 Shares 1,924 Est. Cost $80.49 Unrealized +33.5%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $210 Shares 1,217 Est. Cost $125.19 Unrealized +32.5%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $210 Shares 5,281 Est. Cost $29.34 Unrealized +25.6%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.1%
Value ($000) $194 Shares 3,339 Est. Cost $57.63 Unrealized
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.1%
Value ($000) $192 Shares 3,856 Est. Cost $49.97 Unrealized
OIH VANECK OIL SERVICES ETF 0.1%
Value ($000) $183 Shares 578 Est. Cost $287.60 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $179 Shares 112 Est. Cost $49.44 Unrealized +178.5%
WSO WATSCO INC 0.1%
Value ($000) $179 Shares 386 Est. Cost $323.56 Unrealized +41.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.1%
Value ($000) $172 Shares 990 Est. Cost $79.14 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.1%
Value ($000) $172 Shares 1,713 Est. Cost $85.95 Unrealized +9.7%
T AT&T INC COM USD1 0.1%
Value ($000) $171 Shares 8,950 Est. Cost $15.04 Unrealized +7.5%
TGT TARGET CORP 0.1%
Value ($000) $169 Shares 1,142 Est. Cost $147.04 Unrealized +0.6%
IWB ISHARES RUSSELL 1000 INDEX FUND 0.1%
Value ($000) $168 Shares 565 Est. Cost $212.38 Unrealized
AVEFX AVE MARIA BOND FUND N/L 0.1%
Value ($000) $162 Shares 13,642 Est. Cost $11.44 Unrealized
VWIUX VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND ADMIRAL SHARES N/L 0.1%
Value ($000) $161 Shares 11,888 Est. Cost $13.48 Unrealized
MCD MCDONALD S CORP 0.1%
Value ($000) $160 Shares 628 Est. Cost $265.39 Unrealized -3.9%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.1%
Value ($000) $159 Shares 704 Est. Cost $173.86 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $158 Shares 809 Est. Cost $139.55 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $156 Shares 2,949 Est. Cost $43.73 Unrealized +17.1%
KCE SPDR S&P CAPITAL MARKETSETF 0.1%
Value ($000) $150 Shares 1,357 Est. Cost $79.04 Unrealized
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.1%
Value ($000) $149 Shares 3,627 Est. Cost $41.11 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $149 Shares 937 Est. Cost $94.50 Unrealized +67.1%
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $148 Shares 1,465 Est. Cost $67.76 Unrealized
American Express National Bank 0.1%
Value ($000) $148 Shares 147,884 Est. Cost $1.00 Unrealized
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $148 Shares 493 Est. Cost $211.80 Unrealized +18.9%
INVESCO COLLEGEBOUND MODERATE COLLEGE PORTFOLIO CL I N/L 0.1%
Value ($000) $146 Shares 9,353 Est. Cost $14.09 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $145 Shares 2,489 Est. Cost $57.90 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $143 Shares 1,750 Est. Cost $81.10 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $142 Shares 569 Est. Cost $230.79 Unrealized +8.4%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $139 Shares 1,500 Est. Cost $70.48 Unrealized
JSCVX JANUS HENDERSON SMALL CAP VALUE T 0.1%
Value ($000) $138 Shares 5,699 Est. Cost $24.30 Unrealized
ABCB AMERIS BANCORP 0.1%
Value ($000) $137 Shares 2,730 Est. Cost $47.99 Unrealized -2.2%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.1%
Value ($000) $137 Shares 1,004 Est. Cost $103.98 Unrealized +26.7%
OAKEX OAKMARK INTERNATIONAL SMALL CAP INVESTOR 0.0%
Value ($000) $133 Shares 7,021 Est. Cost $18.99 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $133 Shares 1,648 Est. Cost $26.99 Unrealized +16.9%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $132 Shares 3,073 Est. Cost $40.57 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.0%
Value ($000) $132 Shares 597 Est. Cost $197.00 Unrealized +12.4%
USB US BANCORP 0.0%
Value ($000) $125 Shares 3,148 Est. Cost $32.37 Unrealized +16.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $124 Shares 578 Est. Cost $179.42 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $123 Shares 902 Est. Cost $143.14 Unrealized -9.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $120 Shares 2,828 Est. Cost $27.85 Unrealized +35.4%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $119 Shares 1,411 Est. Cost $84.27 Unrealized
FRBXX FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M 0.0%
Value ($000) $118 Shares 117,858 Est. Cost $1.00 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $118 Shares 436 Est. Cost $208.93 Unrealized +15.9%
MCK MCKESSON CORP 0.0%
Value ($000) $112 Shares 191 Est. Cost $407.96 Unrealized +35.5%
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $110 Shares 2,205 Est. Cost $49.09 Unrealized
HSBC Bank USA 0.0%
Value ($000) $110 Shares 109,802 Est. Cost $1.00 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $108 Shares 1,520 Est. Cost $70.79 Unrealized -4.5%
JFEIX JPMORGAN EUROPE DYNAMIC L 0.0%
Value ($000) $108 Shares 3,237 Est. Cost $33.21 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $107 Shares 1,689 Est. Cost $42.99 Unrealized +40.0%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $104 Shares 229 Est. Cost $310.82 Unrealized +36.3%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $103 Shares 2,078 Est. Cost $47.90 Unrealized
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $103 Shares 1,917 Est. Cost $49.45 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.0%
Value ($000) $102 Shares 713 Est. Cost $119.59 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $100 Shares 730 Est. Cost $127.00 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $100 Shares 329 Est. Cost $264.08 Unrealized +13.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $99 Shares 178 Est. Cost $526.84 Unrealized +8.1%
PSX PHILLIPS 66 0.0%
Value ($000) $98 Shares 697 Est. Cost $91.88 Unrealized +52.0%
PINNACLE FINL PARTNERS INCORPORATED 0.0%
Value ($000) $98 Shares 1,222 Est. Cost $56.65 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $97 Shares 761 Est. Cost $131.24 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $96 Shares 200 Est. Cost $468.19 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $95 Shares 371 Est. Cost $183.29 Unrealized +44.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $93 Shares 1,574 Est. Cost $52.39 Unrealized +8.6%
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $92 Shares 4,622 Est. Cost $15.17 Unrealized +16.9%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $91 Shares 6,857 Est. Cost $19.85 Unrealized
BA BOEING CO 0.0%
Value ($000) $91 Shares 500 Est. Cost $190.55 Unrealized -6.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $91 Shares 1,680 Est. Cost $57.84 Unrealized -6.5%
JCRIX ALPS/CORECOMMODITY MGMT CMPLT COMMODITIES STRGY CL I N/L 0.0%
Value ($000) $87 Shares 11,503 Est. Cost $7.41 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $87 Shares 506 Est. Cost $135.29 Unrealized +16.1%
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value ($000) $87 Shares 1,685 Est. Cost $51.40 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.0%
Value ($000) $86 Shares 509 Est. Cost $132.94 Unrealized
SDG ISHARES TRUST ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $83 Shares 1,112 Est. Cost $78.91 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $82 Shares 200 Est. Cost $291.36 Unrealized +42.7%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $79 Shares 1,007 Est. Cost $73.90 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $78 Shares 346 Est. Cost $190.19 Unrealized +18.6%
Huntington National Bank 0.0%
Value ($000) $78 Shares 77,899 Est. Cost $1.00 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $78 Shares 1,915 Est. Cost $41.39 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $77 Shares 800 Est. Cost $79.39 Unrealized +18.0%
DODLX DODGE & COX GLOBAL BOND I 0.0%
Value ($000) $76 Shares 7,141 Est. Cost $10.39 Unrealized
SUPER MICRO COMPUTER INC COM USD0.001 0.0%
Value ($000) $75 Shares 91 Est. Cost $261.05 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $74 Shares 158 Est. Cost $323.59 Unrealized +34.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $74 Shares 1,556 Est. Cost $33.35 Unrealized +46.3%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $73 Shares 821 Est. Cost $64.76 Unrealized +28.3%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $73 Shares 1,554 Est. Cost $44.79 Unrealized +2.6%
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW 0.0%
Value ($000) $73 Shares 1,583 Est. Cost $46.09 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $72 Shares 135 Est. Cost $478.91 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $72 Shares 580 Est. Cost $80.23 Unrealized +46.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $71 Shares 186 Est. Cost $161.16 Unrealized +106.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $70 Shares 678 Est. Cost $98.48 Unrealized +4.5%
SAP SAP ADR REP 1 ORD 0.0%
Value ($000) $70 Shares 349 Est. Cost $151.82 Unrealized
FISV FISERV INC COM STK USD0.01 0.0%
Value ($000) $69 Shares 462 Est. Cost $117.31 Unrealized +29.0%
AMGN AMGEN INC 0.0%
Value ($000) $68 Shares 217 Est. Cost $249.65 Unrealized +11.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $67 Shares 737 Est. Cost $71.30 Unrealized +22.6%
U.S. TREASURY BOND STRIPPED PRINCIPAL PAYMENT 0.0%
Value ($000) $67 Shares 80,000 Est. Cost $0.84 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $67 Shares 725 Est. Cost $69.92 Unrealized +26.7%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $66 Shares 1,008 Est. Cost $67.44 Unrealized -3.4%
SGIIX FIRST EAGLE GLOBAL I 0.0%
Value ($000) $66 Shares 963 Est. Cost $61.84 Unrealized
NWL NEWELL BRANDS INCORPORATED 0.0%
Value ($000) $64 Shares 10,050 Est. Cost $9.50 Unrealized -27.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $63 Shares 480 Est. Cost $59.79 Unrealized +109.4%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $62 Shares 2,341 Est. Cost $20.89 Unrealized
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.0%
Value ($000) $62 Shares 936 Est. Cost $37.54 Unrealized +76.7%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $61 Shares 2,116 Est. Cost $25.30 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $61 Shares 1,602 Est. Cost $36.81 Unrealized +12.8%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $59 Shares 1,692 Est. Cost $30.79 Unrealized +31.4%
ADBE ADOBE INC COM 0.0%
Value ($000) $59 Shares 106 Est. Cost $323.06 Unrealized +49.9%
APH AMPHENOL CORP CLASS A COM USD0.001 0.0%
Value ($000) $58 Shares 868 Est. Cost $50.10 Unrealized +24.2%
FDUS FIDUS INVT CORPORATION 0.0%
Value ($000) $58 Shares 2,976 Est. Cost $13.56 Unrealized +21.2%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.0%
Value ($000) $58 Shares 283 Est. Cost $167.49 Unrealized +24.7%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $56 Shares 1,346 Est. Cost $40.89 Unrealized
TriState Capital Bank 0.0%
Value ($000) $56 Shares 55,559 Est. Cost $1.00 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $55 Shares 609 Est. Cost $87.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $55 Shares 1,317 Est. Cost $55.84 Unrealized -26.6%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value ($000) $54 Shares 1,063 Est. Cost $51.09 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $54 Shares 555 Est. Cost $72.75 Unrealized +24.0%
SWTXX SCHWAB MUNICIPAL MONEY INV 0.0%
Value ($000) $54 Shares 53,943 Est. Cost $1.00 Unrealized
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.0%
Value ($000) $54 Shares 159 Est. Cost $131.49 Unrealized +13.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $53 Shares 464 Est. Cost $108.81 Unrealized +6.0%
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $52 Shares 643 Est. Cost $52.57 Unrealized +40.6%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $52 Shares 63 Est. Cost $348.90 Unrealized +108.8%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.0%
Value ($000) $51 Shares 50 Est. Cost $700.61 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $51 Shares 463 Est. Cost $87.05 Unrealized +13.3%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $51 Shares 1,544 Est. Cost $32.87 Unrealized
TT TRANE TECHNOLOGIES PLC COM USD1 0.0%
Value ($000) $50 Shares 152 Est. Cost $159.34 Unrealized +96.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $49 Shares 90 Est. Cost $481.29 Unrealized +6.7%
LIN LINDE PLC COM EUR0.001 0.0%
Value ($000) $49 Shares 111 Est. Cost $357.85 Unrealized +20.3%
WCC WESCO INTERNATIONAL INCORPORATED 0.0%
Value ($000) $49 Shares 307 Est. Cost $142.14 Unrealized +17.9%
TM TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL 0.0%
Value ($000) $49 Shares 237 Est. Cost $167.01 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $48 Shares 3,833 Est. Cost $10.41 Unrealized +6.9%
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $48 Shares 403 Est. Cost $101.03 Unrealized +15.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $47 Shares 292 Est. Cost $124.78 Unrealized +28.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,308 Est. Cost $35.05 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $47 Shares 209 Est. Cost $197.31 Unrealized +10.5%
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 0.0%
Value ($000) $47 Shares 401 Est. Cost $109.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.0%
Value ($000) $47 Shares 1,074 Est. Cost $40.41 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.0%
Value ($000) $47 Shares 184 Est. Cost $216.92 Unrealized +16.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $47 Shares 309 Est. Cost $108.81 Unrealized +40.4%
CDW CDW CORP COM USD0.01 0.0%
Value ($000) $46 Shares 207 Est. Cost $194.24 Unrealized +16.7%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $46 Shares 144 Est. Cost $223.86 Unrealized +43.3%
ETN EATON CORPORATION PLC 0.0%
Value ($000) $45 Shares 145 Est. Cost $164.27 Unrealized +93.2%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $45 Shares 215 Est. Cost $177.63 Unrealized +0.0%
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 1,206 Est. Cost $28.78 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $44 Shares 746 Est. Cost $56.14 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $44 Shares 141 Est. Cost $219.99 Unrealized
ARISTA NETWORKS INC COM USD0.0001 0.0%
Value ($000) $42 Shares 120 Est. Cost $158.86 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $42 Shares 94 Est. Cost $295.03 Unrealized +35.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $41 Shares 1,626 Est. Cost $12.29 Unrealized +83.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $41 Shares 310 Est. Cost $126.59 Unrealized +5.3%
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $41 Shares 541 Est. Cost $95.44 Unrealized -6.0%
NFLX NETFLIX INC 0.0%
Value ($000) $40 Shares 60 Est. Cost $36.24 Unrealized +72.4%
NOW SERVICENOW INC COM USD0.001 0.0%
Value ($000) $40 Shares 51 Est. Cost $131.91 Unrealized +11.2%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value ($000) $40 Shares 2,655 Est. Cost $15.63 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $40 Shares 323 Est. Cost $96.06 Unrealized +25.5%
VHYAX VANGUARD HIGH DIVIDEND YIELD INDEX ADM 0.0%
Value ($000) $40 Shares 1,110 Est. Cost $35.76 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $40 Shares 231 Est. Cost $158.10 Unrealized 0.0%
AZN ASTRAZENECA PLC SPON ADR EACH REP 0.50 ORD SHS 0.0%
Value ($000) $39 Shares 506 Est. Cost $70.42 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $39 Shares 100 Est. Cost $356.23 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $39 Shares 1,321 Est. Cost $24.56 Unrealized +21.0%
SNY SANOFI ADR REP 1 1/2 ORD 0.0%
Value ($000) $39 Shares 804 Est. Cost $48.69 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $39 Shares 1,082 Est. Cost $32.07 Unrealized +0.9%
VDIGX VANGUARD DIVIDEND GROWTH FUND INV 0.0%
Value ($000) $38 Shares 1,002 Est. Cost $38.13 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $38 Shares 2,550 Est. Cost $14.35 Unrealized
LAM RESEARCH CORP COM USD0.001 0.0%
Value ($000) $37 Shares 35 Est. Cost $641.29 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $37 Shares 660 Est. Cost $47.31 Unrealized
AMRC AMERESCO INCORPORATED CLASS A 0.0%
Value ($000) $37 Shares 1,288 Est. Cost $42.59 Unrealized -35.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $37 Shares 525 Est. Cost $41.51 Unrealized +67.9%
DODFX DODGE & COX INTERNATIONAL STOCK I 0.0%
Value ($000) $37 Shares 721 Est. Cost $45.77 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $36 Shares 723 Est. Cost $49.10 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $36 Shares 153 Est. Cost $136.08 Unrealized +55.4%
COR CENCORA INC COM 0.0%
Value ($000) $36 Shares 159 Est. Cost $166.61 Unrealized +37.2%
AZO AUTOZONE INC COM USD0.01 0.0%
Value ($000) $36 Shares 12 Est. Cost $2453.61 Unrealized +19.3%
QSR RESTAURANT BRANDS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $35 Shares 500 Est. Cost $72.20 Unrealized -1.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $35 Shares 79 Est. Cost $334.28 Unrealized +35.1%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $35 Shares 19 Est. Cost $1486.19 Unrealized +19.0%
KKR KKR &CO INC COM 0.0%
Value ($000) $34 Shares 326 Est. Cost $61.24 Unrealized +64.7%
INSW INTERNATIONAL SEAWAYS INC COM NPV 0.0%
Value ($000) $34 Shares 579 Est. Cost $38.85 Unrealized +27.8%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $34 Shares 141 Est. Cost $242.10 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $34 Shares 243 Est. Cost $85.13 Unrealized +55.0%
GD GENERAL DYNAMICS CORP COM USD1.00 0.0%
Value ($000) $34 Shares 117 Est. Cost $251.02 Unrealized +13.2%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $34 Shares 778 Est. Cost $38.45 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $33 Shares 124 Est. Cost $286.65 Unrealized -1.3%
STNG SCORPIO TANKERS INCORPORATED SHS 0.0%
Value ($000) $33 Shares 400 Est. Cost $60.80 Unrealized
GSK GSK PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $32 Shares 843 Est. Cost $39.68 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $32 Shares 248 Est. Cost $65.10 Unrealized +73.8%
SOLV SOLVENTUM CORPORATION COM SHS 0.0%
Value ($000) $32 Shares 602 Est. Cost $60.70 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $32 Shares 106 Est. Cost $224.77 Unrealized +35.7%
ENERGIES SE 0.0%
Value ($000) $32 Shares 475 Est. Cost $93.59 Unrealized
VEIPX VANGUARD EQUITY-INCOME INV 0.0%
Value ($000) $31 Shares 740 Est. Cost $42.44 Unrealized
RELX RELX PLC SPON ADS EACH REPR 1 ORD SHS GBP0.144 0.0%
Value ($000) $31 Shares 675 Est. Cost $31.00 Unrealized
VWINX VANGUARD WELLESLEY INCOME INV 0.0%
Value ($000) $29 Shares 1,172 Est. Cost $24.97 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $29 Shares 1,443 Est. Cost $15.66 Unrealized +15.3%
FCX FREEPORT-MCMORAN INC COM USD0.10 0.0%
Value ($000) $29 Shares 589 Est. Cost $45.33 Unrealized +8.8%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $29 Shares 220 Est. Cost $97.15 Unrealized +24.5%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $28 Shares 182 Est. Cost $130.44 Unrealized +3.9%
WALKER CNTY AL, GO WTS 0.0%
Value ($000) $27 Shares 30,000 Est. Cost $0.93 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $27 Shares 2,695 Est. Cost $9.53 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $27 Shares 800 Est. Cost $40.77 Unrealized -12.9%
HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC 0.0%
Value ($000) $27 Shares 900 Est. Cost $24.08 Unrealized +9.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $27 Shares 41 Est. Cost $499.10 Unrealized +31.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $26 Shares 192 Est. Cost $131.76 Unrealized +4.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $26 Shares 25 Est. Cost $55.65 Unrealized +24.2%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $26 Shares 475 Est. Cost $50.82 Unrealized
CRK COMSTOCK RES INCORPORATED 0.0%
Value ($000) $26 Shares 2,500 Est. Cost $8.22 Unrealized +27.5%
VIGAX VANGUARD GROWTH INDEX ADMIRAL 0.0%
Value ($000) $26 Shares 134 Est. Cost $192.78 Unrealized
KELLANOVA 0.0%
Value ($000) $26 Shares 444 Est. Cost $58.29 Unrealized -3.6%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $26 Shares 408 Est. Cost $51.07 Unrealized +21.5%
CNQ CANADIAN NATURAL RESOURCES LTD ISIN #CA1363851017 SEDOL #2171573 0.0%
Value ($000) $25 Shares 710 Est. Cost $31.45 Unrealized +12.6%
IT GARTNER INC COM USD0.0005 0.0%
Value ($000) $25 Shares 56 Est. Cost $377.69 Unrealized +17.8%
IMO IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241 0.0%
Value ($000) $25 Shares 366 Est. Cost $65.99 Unrealized 0.0%
ERII ENERGY RECOVERY INCORPORATED 0.0%
Value ($000) $25 Shares 1,853 Est. Cost $17.68 Unrealized -22.0%
FANG DIAMONDBACK ENERGY INC COM USD0.01 0.0%
Value ($000) $24 Shares 122 Est. Cost $130.61 Unrealized +44.6%
RNST RENASANT CORP 0.0%
Value ($000) $24 Shares 798 Est. Cost $29.74 Unrealized 0.0%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $24 Shares 310 Est. Cost $96.37 Unrealized -19.0%
MUFG MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $24 Shares 2,226 Est. Cost $8.94 Unrealized
MKL MARKEL GROUP INC COM NPV 0.0%
Value ($000) $24 Shares 15 Est. Cost $1418.73 Unrealized +9.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $23 Shares 1,242 Est. Cost $15.06 Unrealized +16.6%
DHT DHT HOLDINGS INCORPORATED SHS NEW 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $8.83 Unrealized +18.6%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 0.0%
Value ($000) $23 Shares 1,461 Est. Cost $15.84 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $23 Shares 70 Est. Cost $318.66 Unrealized +4.9%
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $23 Shares 398 Est. Cost $66.86 Unrealized
HRTX HERON THERAPEUTICS INCORPORATED 0.0%
Value ($000) $23 Shares 6,449 Est. Cost $2.77 Unrealized +10.8%
DHI DR HORTON INC COM STK USD0.01 0.0%
Value ($000) $22 Shares 159 Est. Cost $90.29 Unrealized +60.0%
BEN FRANKLIN RESOURCES INCORPORATED 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.29 Unrealized -2.5%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.0%
Value ($000) $22 Shares 106 Est. Cost $166.84 Unrealized +20.0%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $22 Shares 681 Est. Cost $33.58 Unrealized -3.1%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $22 Shares 1,222 Est. Cost $12.52 Unrealized
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $22 Shares 133 Est. Cost $90.89 Unrealized +68.5%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.0%
Value ($000) $22 Shares 139 Est. Cost $146.01 Unrealized +0.4%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $22 Shares 327 Est. Cost $69.52 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $21 Shares 289 Est. Cost $58.48 Unrealized +26.0%
HMC HONDA MOTOR CO ADR-EACH CNV INTO 3 ORD 0.0%
Value ($000) $21 Shares 646 Est. Cost $32.82 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $21 Shares 91 Est. Cost $178.59 Unrealized +16.3%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $21 Shares 535 Est. Cost $65.02 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $21 Shares 106 Est. Cost $177.64 Unrealized -0.8%
SDZNY SANDOZ GROUP AG SPONSORED ADS 0.0%
Value ($000) $20 Shares 566 Est. Cost $32.13 Unrealized
XYL XYLEM INCORPORATED 0.0%
Value ($000) $20 Shares 150 Est. Cost $102.49 Unrealized +30.2%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $20 Shares 77 Est. Cost $261.81 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 3,037 Est. Cost $4.96 Unrealized +42.2%
ROST ROSS STORES INC 0.0%
Value ($000) $20 Shares 138 Est. Cost $109.40 Unrealized +24.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $20 Shares 128 Est. Cost $147.86 Unrealized +2.6%
Goldman Sachs Bank USA 0.0%
Value ($000) $20 Shares 19,849 Est. Cost $1.00 Unrealized
HLN HALEON PLC SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $20 Shares 2,395 Est. Cost $8.28 Unrealized
VVIAX VANGUARD VALUE INDEX ADM 0.0%
Value ($000) $20 Shares 315 Est. Cost $62.61 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $20 Shares 589 Est. Cost $32.45 Unrealized -2.8%
BankUnited 0.0%
Value ($000) $19 Shares 19,390 Est. Cost $1.00 Unrealized
HST HOST HOTELS &RESORTS INC COM 0.0%
Value ($000) $19 Shares 1,070 Est. Cost $15.25 Unrealized +11.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $19 Shares 89 Est. Cost $219.46 Unrealized +2.2%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT 0.0%
Value ($000) $19 Shares 336 Est. Cost $68.11 Unrealized
BCS BARCLAYS PLC ADR-EACH CV INTO 4 ORD STK GBP0.25 JPM 0.0%
Value ($000) $19 Shares 1,775 Est. Cost $19.49 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $19 Shares 143 Est. Cost $222.78 Unrealized -39.6%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $4.54 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $19 Shares 240 Est. Cost $73.66 Unrealized +6.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $18 Shares 239 Est. Cost $58.69 Unrealized +24.7%
INTU INTUIT INC 0.0%
Value ($000) $18 Shares 28 Est. Cost $453.27 Unrealized +35.5%
AON AON PLC SHS CL A COM USD0.01 0.0%
Value ($000) $18 Shares 62 Est. Cost $285.70 Unrealized +2.4%
WAB WABTEC COM 0.0%
Value ($000) $18 Shares 115 Est. Cost $100.60 Unrealized +57.5%
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 0.0%
Value ($000) $18 Shares 75 Est. Cost $220.93 Unrealized +6.9%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.0%
Value ($000) $18 Shares 92 Est. Cost $146.84 Unrealized +20.0%
LEN LENNAR CORP COM USD0.10 CLASS A 0.0%
Value ($000) $18 Shares 119 Est. Cost $77.52 Unrealized +91.6%
PCAR PACCAR INC COM USD1.00 0.0%
Value ($000) $18 Shares 173 Est. Cost $84.44 Unrealized +22.8%
ULTA ULTA BEAUTY INCORPORATED 0.0%
Value ($000) $18 Shares 46 Est. Cost $460.05 Unrealized -11.6%
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value ($000) $18 Shares 478 Est. Cost $26.48 Unrealized
KR KROGER CO COM USD1.00 0.0%
Value ($000) $17 Shares 350 Est. Cost $42.86 Unrealized +21.4%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $17 Shares 3,753 Est. Cost $4.51 Unrealized
MGM MGM RESORTS INTERNATIONAL COM USD0.01 0.0%
Value ($000) $17 Shares 390 Est. Cost $34.63 Unrealized +20.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 234 Est. Cost $27.36 Unrealized +154.0%
RYAAY RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP 0.0%
Value ($000) $17 Shares 145 Est. Cost $101.07 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.0%
Value ($000) $17 Shares 54 Est. Cost $267.95 Unrealized +10.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $17 Shares 79 Est. Cost $209.88 Unrealized -1.7%
VERVE THERAPEUTICS INC COM 0.0%
Value ($000) $16 Shares 3,350 Est. Cost $13.87 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $16 Shares 1,338 Est. Cost $18.98 Unrealized
BUD ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV 0.0%
Value ($000) $16 Shares 277 Est. Cost $60.39 Unrealized
VHGEX VANGUARD GLOBAL EQUITY INV 0.0%
Value ($000) $16 Shares 447 Est. Cost $35.50 Unrealized
PHM PULTE GROUP INC COM USD0.01 0.0%
Value ($000) $16 Shares 143 Est. Cost $41.03 Unrealized +173.2%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $16 Shares 619 Est. Cost $23.24 Unrealized
ALLETE INCORPORATED COM NEW 0.0%
Value ($000) $16 Shares 250 Est. Cost $57.97 Unrealized
GIS GENERAL MILLS INC COM USD0.10 0.0%
Value ($000) $15 Shares 243 Est. Cost $70.35 Unrealized -8.4%
C CITIGROUP INC 0.0%
Value ($000) $15 Shares 241 Est. Cost $40.79 Unrealized +43.9%
MLM MARTIN MARIETTA MATERIALS INC COM USD0.01 0.0%
Value ($000) $15 Shares 28 Est. Cost $445.31 Unrealized +29.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $15 Shares 108 Est. Cost $124.27 Unrealized +5.2%
SMFG SUMITOMO MIT ADR REP 1/5TH OF ORD 0.0%
Value ($000) $15 Shares 1,114 Est. Cost $10.21 Unrealized
EQNR EQUINOR ASA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $15 Shares 522 Est. Cost $29.87 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.0%
Value ($000) $15 Shares 131 Est. Cost $113.58 Unrealized -8.0%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $15 Shares 173 Est. Cost $80.18 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $15 Shares 34 Est. Cost $344.95 Unrealized +21.3%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $14 Shares 149 Est. Cost $79.64 Unrealized +14.0%
TE CONNECTIVITY LTD COM CHF0.57 0.0%
Value ($000) $14 Shares 95 Est. Cost $130.67 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $14 Shares 149 Est. Cost $75.60 Unrealized +25.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $14 Shares 244 Est. Cost $77.97 Unrealized -18.6%
GLBE GLOBAL-E ONLINE LTD COM NPV 0.0%
Value ($000) $14 Shares 387 Est. Cost $27.41 Unrealized +17.7%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $14 Shares 166 Est. Cost $80.41 Unrealized +2.1%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $14 Shares 515 Est. Cost $19.15 Unrealized +30.5%
AME AMETEK INC COM 0.0%
Value ($000) $14 Shares 82 Est. Cost $150.30 Unrealized +13.6%
STE STERIS PLC ORD USD0.001 0.0%
Value ($000) $13 Shares 61 Est. Cost $207.61 Unrealized +3.1%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $13 Shares 137 Est. Cost $89.76 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 203 Est. Cost $62.81 Unrealized
HAS HASBRO INC COM USD0.50 0.0%
Value ($000) $13 Shares 224 Est. Cost $50.70 Unrealized +9.7%
CCL CARNIVAL CORP COM USD0.01 0.0%
Value ($000) $13 Shares 697 Est. Cost $8.89 Unrealized +73.8%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $13 Shares 240 Est. Cost $71.59 Unrealized -19.2%
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $13 Shares 187 Est. Cost $71.15 Unrealized -11.3%
TXT TEXTRON INC 0.0%
Value ($000) $13 Shares 149 Est. Cost $74.90 Unrealized +18.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $13 Shares 115 Est. Cost $99.34 Unrealized +6.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $13 Shares 270 Est. Cost $35.37 Unrealized +25.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $12 Shares 28 Est. Cost $355.12 Unrealized +19.3%
NTRS NORTHERN TRUST CORP COM USD1.666 0.0%
Value ($000) $12 Shares 146 Est. Cost $79.92 Unrealized 0.0%
MATX MATSON INC COM NPV 0.0%
Value ($000) $12 Shares 93 Est. Cost $65.80 Unrealized +73.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $12 Shares 89 Est. Cost $170.09 Unrealized -14.1%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $12 Shares 147 Est. Cost $73.17 Unrealized +10.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.0%
Value ($000) $12 Shares 177 Est. Cost $55.69 Unrealized +18.6%
ROKU ROKU INCORPORATED COM CLASS A 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.74 Unrealized -3.5%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $12 Shares 49 Est. Cost $179.65 Unrealized +41.7%
ETR ENTERGY CORP 0.0%
Value ($000) $12 Shares 110 Est. Cost $50.59 Unrealized +1.4%
VBIRX VANGUARD SHORT TERM BOND INDEX FUND ADMIRAL SHARES N/L 0.0%
Value ($000) $12 Shares 1,164 Est. Cost $9.89 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $12 Shares 279 Est. Cost $40.86 Unrealized -3.1%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $12 Shares 119 Est. Cost $78.52 Unrealized +18.0%
FLEX FLEX LTD COM USD0.01 0.0%
Value ($000) $12 Shares 390 Est. Cost $18.39 Unrealized +62.8%
OC OWENS CORNING COM USD0.01 0.0%
Value ($000) $11 Shares 66 Est. Cost $118.21 Unrealized +46.5%
IBN ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS 0.0%
Value ($000) $11 Shares 397 Est. Cost $22.37 Unrealized
ADM ARCHER-DANIELS-MIDLA ND CO 0.0%
Value ($000) $11 Shares 189 Est. Cost $83.64 Unrealized -31.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $11 Shares 55 Est. Cost $131.88 Unrealized +46.1%
QBTS D-WAVE QUANTUM INCORPORATED 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.41 Unrealized 0.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $11 Shares 96 Est. Cost $103.62 Unrealized +16.8%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.0%
Value ($000) $11 Shares 176 Est. Cost $67.74 Unrealized
SUN SUNOCO LP LP 0.0%
Value ($000) $11 Shares 200 Est. Cost $56.54 Unrealized
SNN SMITH &NEPHEW PLC ADR EACH REPR 2 ORD 0.0%
Value ($000) $11 Shares 454 Est. Cost $25.55 Unrealized
PDD PDD HOLDINGS INC AMERICAN DEPOSITARY SHARES 0.0%
Value ($000) $11 Shares 84 Est. Cost $75.45 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $11 Shares 875 Est. Cost $23.40 Unrealized -26.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $11 Shares 389 Est. Cost $28.65 Unrealized +2.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $11 Shares 123 Est. Cost $71.13 Unrealized +32.7%
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.0%
Value ($000) $11 Shares 1,241 Est. Cost $9.01 Unrealized
NU NU HOLDINGS LTD USD0.000006666666 CLASS A 0.0%
Value ($000) $11 Shares 850 Est. Cost $11.64 Unrealized 0.0%
DB DEUTSCHE BANK AG 0.0%
Value ($000) $11 Shares 685 Est. Cost $14.14 Unrealized +10.9%
ED CONSOLIDATED EDISON INC COM USD0.10 0.0%
Value ($000) $11 Shares 122 Est. Cost $82.19 Unrealized +6.8%
TAK TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP 0.5 ORD SHS 0.0%
Value ($000) $11 Shares 839 Est. Cost $13.79 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $11 Shares 119 Est. Cost $50.89 Unrealized +80.4%
ATKR ATKORE INC COM USD0.01 0.0%
Value ($000) $11 Shares 79 Est. Cost $124.58 Unrealized +23.7%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.0%
Value ($000) $11 Shares 61 Est. Cost $164.35 Unrealized +9.3%
RPAY REPAY HLDGS CORPORATION COM CLASS A 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $6.73 Unrealized +51.9%
IRTC IRHYTHM TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $10 Shares 95 Est. Cost $120.06 Unrealized -14.9%
CL COLGATE-PALMOLIVE CO COM USD1.00 0.0%
Value ($000) $10 Shares 105 Est. Cost $71.91 Unrealized +23.8%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $10 Shares 206 Est. Cost $23.12 Unrealized +76.4%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $10 Shares 333 Est. Cost $35.81 Unrealized -13.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $138.81 Unrealized +17.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $179.78 Unrealized +12.3%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $47.69 Unrealized +21.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $10 Shares 125 Est. Cost $77.10 Unrealized +5.5%
STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $10 Shares 246 Est. Cost $44.21 Unrealized
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 0.0%
Value ($000) $10 Shares 70 Est. Cost $127.16 Unrealized +7.9%
TRU TRANSUNION COM 0.0%
Value ($000) $10 Shares 129 Est. Cost $60.22 Unrealized +22.9%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $10 Shares 310 Est. Cost $58.74 Unrealized -37.7%
VWESX VANGUARD LONG-TERM INVESTMENT-GRADE INV 0.0%
Value ($000) $9 Shares 1,229 Est. Cost $7.66 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $456.56 Unrealized -27.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $47.79 Unrealized +20.6%
HIG HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01 0.0%
Value ($000) $9 Shares 92 Est. Cost $67.68 Unrealized +44.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $275.48 Unrealized +91.5%
ADSK AUTODESK INC 0.0%
Value ($000) $9 Shares 36 Est. Cost $209.84 Unrealized +7.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $77.79 Unrealized +6.2%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $9 Shares 355 Est. Cost $23.67 Unrealized
ALSN ALLISON TRANSMISSION HOLDINGS INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $69.57 Unrealized +8.1%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $9 Shares 130 Est. Cost $57.80 Unrealized +13.9%
ALTAIR ENGR INC COM CL A 0.0%
Value ($000) $9 Shares 87 Est. Cost $84.15 Unrealized
AFBI AFFINITY BANCSHARES INC COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $16.68 Unrealized 0.0%
BDX BECTON DICKINSON &CO COM USD1.00 0.0%
Value ($000) $8 Shares 36 Est. Cost $239.59 Unrealized -4.9%
ENPH ENPHASE ENERGY INCORPORATED 0.0%
Value ($000) $8 Shares 83 Est. Cost $151.45 Unrealized -23.1%
HOLX HOLOGIC INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $71.21 Unrealized +5.3%
Truist Bank 0.0%
Value ($000) $8 Shares 8,155 Est. Cost $1.00 Unrealized
REG REGENCY CENTERS CORP COM USD0.01 0.0%
Value ($000) $8 Shares 131 Est. Cost $55.41 Unrealized +1.1%
SATS ECHOSTAR CORPORATION CLASS A 0.0%
Value ($000) $8 Shares 455 Est. Cost $16.84 Unrealized -1.6%
SNA SNAP-ON INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $208.11 Unrealized +26.3%
VEMAX VANGUARD EMERGING MKTS STOCK IDX ADM 0.0%
Value ($000) $8 Shares 220 Est. Cost $36.57 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 2 Est. Cost $2233.34 Unrealized +63.6%
IEX IDEX CORP COM USD0.01 0.0%
Value ($000) $8 Shares 39 Est. Cost $196.08 Unrealized +8.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.13 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $129.56 Unrealized -2.3%
H HYATT HOTELS CORP 0.0%
Value ($000) $8 Shares 50 Est. Cost $112.41 Unrealized +32.6%
NVR NVR INC COM USD0.01 0.0%
Value ($000) $8 Shares 1 Est. Cost $6168.00 Unrealized +24.0%
GLPI GAMING & LEISURE P COM USD0.01 0.0%
Value ($000) $8 Shares 167 Est. Cost $49.75 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $58.41 Unrealized +31.2%
HESS CORPORATION COM USD1.00 0.0%
Value ($000) $7 Shares 50 Est. Cost $147.96 Unrealized
OPOCX INVESCO DISCOVERY FUND CL A M/F 0.0%
Value ($000) $7 Shares 78 Est. Cost $80.88 Unrealized
SIRRX SIERRA TACTICAL ALL ASSET INSTL 0.0%
Value ($000) $7 Shares 329 Est. Cost $22.38 Unrealized
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.0%
Value ($000) $7 Shares 40 Est. Cost $119.31 Unrealized +46.2%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $7 Shares 61 Est. Cost $110.89 Unrealized
CAH CARDINAL HEALTH INC COM NPV 0.0%
Value ($000) $7 Shares 74 Est. Cost $99.23 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $7 Shares 199 Est. Cost $25.54 Unrealized +34.3%
BBY BEST BUY CO INC COM USD0.10 0.0%
Value ($000) $7 Shares 86 Est. Cost $64.75 Unrealized +13.0%
SNAP SNAP INCORPORATED CLASS A 0.0%
Value ($000) $7 Shares 435 Est. Cost $9.96 Unrealized +44.0%
FLS FLOWSERVE CORPORATION 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.11 Unrealized +40.8%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $7 Shares 259 Est. Cost $25.56 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $7 Shares 250 Est. Cost $26.85 Unrealized -2.9%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $7 Shares 92 Est. Cost $36.09 Unrealized +108.9%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $127.85 Unrealized -1.8%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $139.23 Unrealized +21.9%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $7 Shares 43 Est. Cost $81.70 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $7 Shares 488 Est. Cost $14.10 Unrealized -4.9%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $7 Shares 94 Est. Cost $70.85 Unrealized +2.1%
SU SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 0.0%
Value ($000) $7 Shares 181 Est. Cost $29.11 Unrealized +26.2%
LOGI LOGITECH INTERNATIONAL SA 0.0%
Value ($000) $7 Shares 71 Est. Cost $86.70 Unrealized +0.8%
INTERPUBLIC GROUP COS INC COM USD0.10 0.0%
Value ($000) $7 Shares 233 Est. Cost $28.49 Unrealized +1.1%
IHG INTERCONTINENTAL HOTELS GROUP SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $7 Shares 64 Est. Cost $99.00 Unrealized
CBRE CBRE GROUP INC COM USD0.01 CLASS A 0.0%
Value ($000) $7 Shares 76 Est. Cost $80.36 Unrealized +10.4%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $7 Shares 25 Est. Cost $250.12 Unrealized 0.0%
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC 0.0%
Value ($000) $7 Shares 54 Est. Cost $103.07 Unrealized +13.0%
SRE SEMPRA COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $70.00 Unrealized 0.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 127 Est. Cost $116.70 Unrealized -51.5%
FMX FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS(1B&2D-B&2 D-L 0.0%
Value ($000) $7 Shares 62 Est. Cost $130.35 Unrealized
NWG NATWEST GROUP PLC SPON ADR EACH REPR 2 ORD SHS 0.0%
Value ($000) $7 Shares 824 Est. Cost $6.74 Unrealized
CRGY CRESCENT ENERGY COMPANY CL A COM 0.0%
Value ($000) $7 Shares 556 Est. Cost $11.81 Unrealized -7.6%
GNRC GENERAC HLDGS INCORPORATED 0.0%
Value ($000) $6 Shares 49 Est. Cost $114.00 Unrealized +21.2%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $6 Shares 39 Est. Cost $141.27 Unrealized +10.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $117.82 Unrealized +3.7%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $6 Shares 150 Est. Cost $37.90 Unrealized
ACGL ARCH CAPITAL GROUP COM STK USD0.01 0.0%
Value ($000) $6 Shares 62 Est. Cost $80.40 Unrealized +15.0%
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $6 Shares 384 Est. Cost $11.87 Unrealized
CRH CRH ORD EUR 0.32 (DI) 0.0%
Value ($000) $6 Shares 83 Est. Cost $54.36 Unrealized +44.2%
MWA MUELLER WATER PRODUCTS INC 0.0%
Value ($000) $6 Shares 345 Est. Cost $12.84 Unrealized +31.2%
AXON AXON ENTERPRISE INCORPORATED 0.0%
Value ($000) $6 Shares 21 Est. Cost $207.16 Unrealized +44.1%
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $6 Shares 546 Est. Cost $11.51 Unrealized
FULT FULTON FINANCIAL CORP 0.0%
Value ($000) $6 Shares 362 Est. Cost $12.84 Unrealized +18.0%
AVTR AVANTOR INC COM 0.0%
Value ($000) $6 Shares 287 Est. Cost $20.70 Unrealized +16.3%
BWA BORG WARNER INC COM USD0.01 0.0%
Value ($000) $6 Shares 188 Est. Cost $34.62 Unrealized -2.3%
LBRT LIBERTY ENERGY INC COM USD0.01 CL A 0.0%
Value ($000) $6 Shares 289 Est. Cost $19.00 Unrealized +17.4%
CAJPY CANON INCORPORATED SPONSORED ADR 0.0%
Value ($000) $6 Shares 223 Est. Cost $26.22 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $6 Shares 440 Est. Cost $15.41 Unrealized -32.2%
IX ORIX CORPORATION SPON ADR EACH REP 5 ORD NPV CIT 0.0%
Value ($000) $6 Shares 53 Est. Cost $91.85 Unrealized
SSIRX SIERRA TACTICAL CORE INCOME INSTL 0.0%
Value ($000) $6 Shares 293 Est. Cost $19.80 Unrealized
LNG CHENIERE ENERGY INC COM USD0.003 0.0%
Value ($000) $6 Shares 33 Est. Cost $169.53 Unrealized -6.1%
CNC CENTENE CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $79.96 Unrealized -9.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $6 Shares 53 Est. Cost $94.04 Unrealized +28.1%
CNP CENTERPOINT ENERGY INC COM STK USD0.01 0.0%
Value ($000) $6 Shares 184 Est. Cost $28.32 Unrealized 0.0%
SGI TEMPUR SEALY INTERNATIONAL INC 0.0%
Value ($000) $6 Shares 119 Est. Cost $42.42 Unrealized +19.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $6 Shares 43 Est. Cost $120.79 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $6 Shares 8 Est. Cost $168.55 Unrealized 0.0%
DOV DOVER CORP COM USD1.00 0.0%
Value ($000) $6 Shares 31 Est. Cost $127.77 Unrealized +37.6%
EIG EMPLOYERS HLDGS INC COM 0.0%
Value ($000) $6 Shares 130 Est. Cost $36.76 Unrealized +11.0%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 26 Est. Cost $179.14 Unrealized +2.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.56 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $39.47 Unrealized +24.5%
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $5 Shares 336 Est. Cost $12.48 Unrealized
RYAM RAYONIER ADVANCED MATLS INCORPORATED 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.73 Unrealized +2.8%
FERG1GBX FERGUSON PLC ORD GBP0.10 0.0%
Value ($000) $5 Shares 28 Est. Cost $218.43 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $207.88 Unrealized +7.7%
BALL BALL CORP COM NPV 0.0%
Value ($000) $5 Shares 89 Est. Cost $50.04 Unrealized +30.7%
DGX QUEST DIAGNOSTICS INC COM USD0.01 0.0%
Value ($000) $5 Shares 39 Est. Cost $131.59 Unrealized +1.1%
RUN SUNRUN INC COM 0.0%
Value ($000) $5 Shares 450 Est. Cost $21.78 Unrealized -43.8%
PWR QUANTA SERVICES COM USD0.00001 0.0%
Value ($000) $5 Shares 21 Est. Cost $183.49 Unrealized +44.1%
ALSMY ALSTOM ADR 0.0%
Value ($000) $5 Shares 3,170 Est. Cost $2.98 Unrealized
CLNE CLEAN ENERGY FUELS CORPORATION 0.0%
Value ($000) $5 Shares 1,990 Est. Cost $3.68 Unrealized -30.0%
CRTO CRITEO ADR REP ORD 0.0%
Value ($000) $5 Shares 140 Est. Cost $31.81 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $733.79 Unrealized +31.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $114.07 Unrealized +34.6%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $101.02 Unrealized +9.6%
GGG GRACO INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.39 Unrealized +7.0%
G GENPACT LIMITED COM STK USD0.01 0.0%
Value ($000) $5 Shares 160 Est. Cost $33.45 Unrealized -5.7%
JBL JABIL INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $126.75 Unrealized -4.7%
INVA INNOVIVA INC COM 0.0%
Value ($000) $5 Shares 311 Est. Cost $13.98 Unrealized +11.0%
WAKE CNTY NC HOSP REV, HOSP SYS REV BDS, WAKE CNTY HOSP SYS INC 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $1.03 Unrealized
OMC OMNICOM GROUP INC COM USD0.15 0.0%
Value ($000) $5 Shares 56 Est. Cost $69.01 Unrealized +27.0%
ALC ALCON INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $63.16 Unrealized +34.4%
PENN PENN ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $5 Shares 257 Est. Cost $30.07 Unrealized -43.5%
ALL ALLSTATE CORP COM USD0.01 0.0%
Value ($000) $5 Shares 31 Est. Cost $121.42 Unrealized +33.0%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $5 Shares 341 Est. Cost $16.61 Unrealized
GME GAMESTOP CORPORATION NEW CLASS A 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.82 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $5 Shares 233 Est. Cost $13.48 Unrealized +30.7%
GFL GFL ENVIRONMENTAL INC. COM NPV SUB VTG SHS ISIN #CA36168Q1046 SEDOL #BKDT649 0.0%
Value ($000) $5 Shares 126 Est. Cost $34.19 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $43.46 Unrealized +73.8%
OVV OVINTIV INC COM ISIN #US69047Q1022 SEDOL #BL3GRC2 0.0%
Value ($000) $5 Shares 104 Est. Cost $45.63 Unrealized +10.3%
MAS MASCO CORP COM USD1.00 0.0%
Value ($000) $5 Shares 73 Est. Cost $45.49 Unrealized +50.6%
LKQ LKQ CORP 0.0%
Value ($000) $5 Shares 117 Est. Cost $48.50 Unrealized -12.5%
LULU LULULEMON ATHLETICA INC COM USD0.005 0.0%
Value ($000) $5 Shares 16 Est. Cost $370.41 Unrealized -9.7%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $5 Shares 80 Est. Cost $55.71 Unrealized +11.6%
KVUE KENVUE INC COM 0.0%
Value ($000) $5 Shares 265 Est. Cost $19.91 Unrealized -8.7%
NUE NUCOR CORP COM USD0.40 0.0%
Value ($000) $5 Shares 30 Est. Cost $129.61 Unrealized +30.4%
SUNPOWER CORPORATION 0.0%
Value ($000) $5 Shares 1,600 Est. Cost $9.80 Unrealized
LYG LLOYDS BANKING GROUP ADR 4 ORD 0.0%
Value ($000) $5 Shares 1,734 Est. Cost $2.43 Unrealized
ZD ZIFF DAVIS INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $67.24 Unrealized -18.2%
TS TENARIS S.A. SPONS ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $5 Shares 155 Est. Cost $31.70 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $5 Shares 632 Est. Cost $11.79 Unrealized -32.1%
IAC IAC INC COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.17 Unrealized +5.5%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.35 Unrealized +0.9%
EDIT EDITAS MEDICINE INCORPOR 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.64 Unrealized 0.0%
TOST TOAST INC CL A 0.0%
Value ($000) $5 Shares 180 Est. Cost $24.17 Unrealized 0.0%
PRLB PROTO LABS INC COM USD0.001 0.0%
Value ($000) $5 Shares 149 Est. Cost $32.38 Unrealized -2.1%
QIAGEN NV ORD EUR0.01 (POST REV SPLIT) 0.0%
Value ($000) $5 Shares 112 Est. Cost $42.99 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $5 Shares 61 Est. Cost $64.83 Unrealized +10.3%
SE SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS 0.0%
Value ($000) $5 Shares 64 Est. Cost $61.81 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $807.48 Unrealized -9.3%
SRFJX SIERRA TACTICAL RISK SPECTRUM 50 INS 0.0%
Value ($000) $4 Shares 185 Est. Cost $24.03 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $4 Shares 61 Est. Cost $75.47 Unrealized +3.8%
CERS CERUS CORP 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $2.04 Unrealized -12.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $113.79 Unrealized +10.1%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $4 Shares 98 Est. Cost $50.54 Unrealized -8.8%
E ENI ADR 0.0%
Value ($000) $4 Shares 142 Est. Cost $34.01 Unrealized
STBJX SIERRA TACTICAL BOND INSTL 0.0%
Value ($000) $4 Shares 168 Est. Cost $25.97 Unrealized
HAL HALLIBURTON CO COM USD2.50 0.0%
Value ($000) $4 Shares 128 Est. Cost $33.30 Unrealized +6.0%
CACI CACI INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $4 Shares 10 Est. Cost $408.30 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $4 Shares 225 Est. Cost $21.88 Unrealized
EVERI HLDGS INCORPORATED 0.0%
Value ($000) $4 Shares 500 Est. Cost $14.45 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $50.33 Unrealized +44.8%
GHI GREYSTONE HOUSING IMP LP 0.0%
Value ($000) $4 Shares 275 Est. Cost $17.40 Unrealized
ENCORE WIRE CORP 0.0%
Value ($000) $4 Shares 14 Est. Cost $137.56 Unrealized
ON ON SEMICONDUCTOR CORP COM USD0.01 0.0%
Value ($000) $4 Shares 59 Est. Cost $70.83 Unrealized -1.0%
AXONICS INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $68.97 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS COM EUR0.01 0.0%
Value ($000) $4 Shares 55 Est. Cost $45.59 Unrealized +50.5%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 170 Est. Cost $31.16 Unrealized -21.2%
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 0.0%
Value ($000) $4 Shares 20 Est. Cost $178.14 Unrealized +8.4%
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS 0.0%
Value ($000) $4 Shares 156 Est. Cost $34.94 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $4 Shares 83 Est. Cost $40.31 Unrealized +4.5%
L LOEWS CORP COM USD0.01 0.0%
Value ($000) $4 Shares 52 Est. Cost $66.05 Unrealized +14.2%
BANC BANC OF CALIFORNIA INC COM 0.0%
Value ($000) $4 Shares 301 Est. Cost $11.64 Unrealized +13.4%
EG EVEREST GROUP LTD COM STK USD0.01 0.0%
Value ($000) $4 Shares 10 Est. Cost $295.65 Unrealized +24.7%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $4 Shares 33 Est. Cost $88.45 Unrealized +34.9%
NICE NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 0.0%
Value ($000) $4 Shares 22 Est. Cost $184.91 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $4 Shares 249 Est. Cost $13.06 Unrealized +9.4%
RS RELIANCE INC COM NPV 0.0%
Value ($000) $4 Shares 13 Est. Cost $199.04 Unrealized +51.3%
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value ($000) $4 Shares 15 Est. Cost $246.60 Unrealized
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value ($000) $4 Shares 213 Est. Cost $19.86 Unrealized -3.4%
ASH ASHLAND INC COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $75.34 Unrealized +23.6%
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $4 Shares 151 Est. Cost $24.67 Unrealized -10.4%
M MACY S INC COM USD0.01 0.0%
Value ($000) $4 Shares 190 Est. Cost $20.48 Unrealized -6.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $127.36 Unrealized +18.3%
STX SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 0.0%
Value ($000) $4 Shares 34 Est. Cost $48.03 Unrealized +87.0%
ECL ECOLAB INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $144.18 Unrealized +57.5%
MATTERPORT INC COM CL A 0.0%
Value ($000) $3 Shares 780 Est. Cost $2.80 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $95.52 Unrealized +103.5%
CMI CUMMINS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $254.72 Unrealized +8.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $61.32 Unrealized +10.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 12 Est. Cost $40.21 Unrealized +30.1%
HOG HARLEY DAVIDSON COM USD0.01 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.82 Unrealized +17.9%
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $3 Shares 76 Est. Cost $42.14 Unrealized +10.2%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $29.26 Unrealized -2.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $3 Shares 54 Est. Cost $65.77 Unrealized -6.6%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $182.25 Unrealized -1.9%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.04 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.07 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $71.84 Unrealized +187.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $330.34 Unrealized +0.9%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $116.38 Unrealized +8.8%
CUK CARNIVAL ADR REP 1 ORD 0.0%
Value ($000) $3 Shares 175 Est. Cost $14.83 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $3 Shares 12 Est. Cost $177.99 Unrealized +77.5%
VFSTX VANGUARD SHORT TERM INVESTMENT GRADE FUND INVESTORS CL N/L 0.0%
Value ($000) $3 Shares 293 Est. Cost $9.99 Unrealized
FND FLOOR &DECOR HLDGS INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $72.75 Unrealized +58.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $550.38 Unrealized +2.7%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.0%
Value ($000) $3 Shares 18 Est. Cost $143.28 Unrealized
LSTR LANDSTAR SYSTEM INC COM USD0.01 0.0%
Value ($000) $3 Shares 16 Est. Cost $193.63 Unrealized
TELFY TELEFONICA SA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $3 Shares 698 Est. Cost $3.90 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $98.47 Unrealized +39.5%
EFX EQUIFAX INC COM USD1.25 0.0%
Value ($000) $3 Shares 12 Est. Cost $235.79 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $66.07 Unrealized +6.7%
TMAT MAIN THEMATIC INNOVATIONETF 0.0%
Value ($000) $3 Shares 166 Est. Cost $17.20 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $3 Shares 17 Est. Cost $144.27 Unrealized +12.3%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $232.50 Unrealized +4.3%
DXCM DEXCOM INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $125.99 Unrealized +0.3%
XHIEX MILLER HOWARD HIGH INCOM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.45 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $49.86 Unrealized +6.3%
LEN/B LENNAR CORP COM USD0.10 CLASS B 0.0%
Value ($000) $3 Shares 20 Est. Cost $130.84 Unrealized +1.8%
CTRE CARETRUST REIT INCORPORATED REIT 0.0%
Value ($000) $3 Shares 109 Est. Cost $19.86 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $3 Shares 156 Est. Cost $14.57 Unrealized
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.0%
Value ($000) $3 Shares 21 Est. Cost $178.19 Unrealized
ICL ICL GROUP LIMITED SHS 0.0%
Value ($000) $3 Shares 614 Est. Cost $6.05 Unrealized -22.1%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.30 Unrealized
ABRDN WORLD HEALTHCARE C 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.65 Unrealized
FUTU FUTU HOLDINGS LIMITED SPON ADS EACH REP 8 ORD SHS CL A 0.0%
Value ($000) $3 Shares 39 Est. Cost $50.81 Unrealized
AN AUTONATION INC COM USD0.01 0.0%
Value ($000) $3 Shares 16 Est. Cost $110.58 Unrealized +47.6%
WFG WEST FRASER TIMBER COMPANY LIMITED 0.0%
Value ($000) $3 Shares 33 Est. Cost $75.46 Unrealized +5.2%
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.76 Unrealized
DIOD DIODES INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $78.33 Unrealized -8.5%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.10 Unrealized +31.9%
PCG PG&E CORP COM NPV 0.0%
Value ($000) $2 Shares 141 Est. Cost $16.58 Unrealized +5.1%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $208.11 Unrealized +27.9%
EXC EXELON CORP COM NPV 0.0%
Value ($000) $2 Shares 70 Est. Cost $34.74 Unrealized 0.0%
AEE AMEREN CORPORATION 0.0%
Value ($000) $2 Shares 34 Est. Cost $78.68 Unrealized -12.2%
LEVI LEVI STRAUSS &CO NEW CL A COM STK 0.0%
Value ($000) $2 Shares 125 Est. Cost $14.09 Unrealized +47.5%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.74 Unrealized +38.1%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.67 Unrealized -10.4%
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.0%
Value ($000) $2 Shares 9 Est. Cost $256.94 Unrealized -1.5%
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $2 Shares 69 Est. Cost $40.48 Unrealized
NXT NEXTRACKER INCORPORATED CLASS A COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $53.20 Unrealized -6.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 36 Est. Cost $72.26 Unrealized -3.2%
VTR VENTAS INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $42.87 Unrealized +3.8%
RGEN REPLIGEN CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $181.39 Unrealized -13.6%
PPL PPL CORP COM USD0.01 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.97 Unrealized +6.4%
RUSHA RUSH ENTERPRISES INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $35.88 Unrealized +28.0%
HFQAX JANUS HENDERSON GLOBAL EQUITY INCOME A 0.0%
Value ($000) $2 Shares 368 Est. Cost $5.99 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $102.73 Unrealized +7.9%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 158 Est. Cost $12.06 Unrealized +34.7%
MUR MURPHY OIL CORP COM USD1.00 0.0%
Value ($000) $2 Shares 54 Est. Cost $39.83 Unrealized +0.7%
WH WYNDHAM HOTELS &RESORTS INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.23 Unrealized -4.2%
BLCKRCK UTLTES INFRA PWR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.77 Unrealized
MIDD MIDDLEBY CORP COM USD0.01 0.0%
Value ($000) $2 Shares 18 Est. Cost $127.03 Unrealized +6.8%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $2 Shares 342 Est. Cost $12.98 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.0%
Value ($000) $2 Shares 30 Est. Cost $88.09 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $31.39 Unrealized +28.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $195.74 Unrealized +4.5%
RHI ROBERT HALF INC COM USD0.001 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.22 Unrealized -13.4%
CLFD CLEARFIELD INCORPORATED 0.0%
Value ($000) $2 Shares 55 Est. Cost $42.69 Unrealized -18.6%
BUYW MAIN BUYWRITE ETF 0.0%
Value ($000) $2 Shares 154 Est. Cost $13.72 Unrealized
BAP CREDICORP COM STK USD5 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.19 Unrealized +27.8%
BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $2 Shares 26 Est. Cost $120.16 Unrealized
PAG PENSKE AUTOMOTIVE GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.04 Unrealized +33.3%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $74.12 Unrealized
RWM PROSHARES SHORT RUSSELL 2000 ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.60 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $77.66 Unrealized +77.5%
FMS FRESENIUS MEDICAL CARE AG SPON ADR-EACH REP 0.5 NPV 0.0%
Value ($000) $2 Shares 107 Est. Cost $20.83 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $25.62 Unrealized +15.9%
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $55.76 Unrealized +38.5%
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.0%
Value ($000) $2 Shares 17 Est. Cost $112.24 Unrealized +7.9%
BARRICK GOLD CORP F 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.64 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 185 Est. Cost $8.47 Unrealized +20.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $156.66 Unrealized -7.6%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.61 Unrealized +7.2%
MLI MUELLER INDUSTRIES INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $34.96 Unrealized +57.2%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.91 Unrealized +22.8%
AORT ARTIVION INCORPORATED 0.0%
Value ($000) $2 Shares 75 Est. Cost $14.73 Unrealized +52.2%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $177.91 Unrealized -8.2%
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $2 Shares 65 Est. Cost $51.78 Unrealized
NMR NOMURA HOLDINGS ADR REPTG ONE ORD 0.0%
Value ($000) $2 Shares 327 Est. Cost $5.78 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.67 Unrealized +5.8%
KLG WK KELLOGG COMPANY COM SHS 0.0%
Value ($000) $2 Shares 111 Est. Cost $13.14 Unrealized
BINC BLACKROCK ETF TRUST II FLEXIBLE INCOME 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.79 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A 0.0%
Value ($000) $2 Shares 19 Est. Cost $84.54 Unrealized +2.7%
JGVVX JPMORGAN GROWTH ADVANTAGE R6 0.0%
Value ($000) $2 Shares 43 Est. Cost $39.09 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $175.95 Unrealized +68.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $230.10 Unrealized 0.0%
DDS DILLARD S INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $266.99 Unrealized +46.1%
TLK TELKOM INDONESIA(PERSERO) TBK ADR EA REP 100 SER B IDR250 0.0%
Value ($000) $2 Shares 94 Est. Cost $24.77 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $191.03 Unrealized +6.2%
Barclays Bank Delaware 0.0%
Value ($000) $2 Shares 1,698 Est. Cost $1.00 Unrealized
ARW ARROW ELECTRONICS INC COM USD1 0.0%
Value ($000) $2 Shares 14 Est. Cost $113.03 Unrealized +13.1%
GLPG GALAPAGOS ADR REP ORD 0.0%
Value ($000) $2 Shares 68 Est. Cost $32.21 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.41 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $53.50 Unrealized -11.7%
TTEK TETRA TECH INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $28.90 Unrealized +41.1%
MELI MERCADOLIBRE INC COM USD0.001 0.0%
Value ($000) $2 Shares 1 Est. Cost $1636.68 Unrealized -3.5%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.44 Unrealized -16.7%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $29.97 Unrealized +125.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $109.35 Unrealized +6.1%
UNITI GROUP INCORPORATED REIT 0.0%
Value ($000) $2 Shares 554 Est. Cost $4.62 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $23.36 Unrealized +57.3%
AG FIRST MAJESTIC SILVER CORPORATION 0.0%
Value ($000) $2 Shares 271 Est. Cost $4.99 Unrealized +38.4%
AIR AAR CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $43.55 Unrealized +55.7%
CPRT COPART INC COM USD0.0001 0.0%
Value ($000) $2 Shares 29 Est. Cost $52.73 Unrealized +3.5%
APOG APOGEE ENTERPRISES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $42.02 Unrealized +41.9%
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.0%
Value ($000) $2 Shares 6 Est. Cost $243.38 Unrealized +2.0%
TIBIX THORNBURG INVESTMENT INCOME BUILDER I 0.0%
Value ($000) $2 Shares 60 Est. Cost $25.72 Unrealized
ABEV AMBEV SA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $2 Shares 751 Est. Cost $2.80 Unrealized
SEEGX JPMORGAN LARGE CAP GROWTH I 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.05 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDEX 0.0%
Value ($000) $2 Shares 17 Est. Cost $89.94 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $18.74 Unrealized +115.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $61.84 Unrealized +0.3%
LYV LIVE NATION ENTERTAINMENT INC COM USD0.01 0.0%
Value ($000) $2 Shares 16 Est. Cost $94.54 Unrealized +0.0%
ARCB ARCBEST CORP COM USD0.01 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.89 Unrealized +57.1%
GEF GREIF INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $60.59 Unrealized -1.8%
Wells Fargo Bank, NA 0.0%
Value ($000) $1 Shares 1,474 Est. Cost $1.00 Unrealized
CNM CORE &MAIN INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.31 Unrealized +160.7%
STMEX SIERRA TACTICAL MUNICIPAL INSTITUTIONAL 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.88 Unrealized
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $149.20 Unrealized +11.1%
IONQ IONQ INCORPORATED 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.95 Unrealized -31.5%
UP WHEELS UP EXPERIENCE INCORPORATED COM CLASS A 0.0%
Value ($000) $1 Shares 737 Est. Cost $3.53 Unrealized -32.3%
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $1 Shares 6 Est. Cost $234.20 Unrealized -7.2%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $77.18 Unrealized -26.6%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 24 Est. Cost $52.47 Unrealized +5.0%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.34 Unrealized +18.2%
GMS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.82 Unrealized
SANDSTORM GOLD LTD F 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.81 Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $1 Shares 8 Est. Cost $154.88 Unrealized -2.6%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $55.25 Unrealized +51.3%
BCC BOISE CASCADE COMPANY COM USD0.01 0.0%
Value ($000) $1 Shares 11 Est. Cost $58.39 Unrealized +120.8%
MT ARCELORMITTAL NY REGISTRY SHS NEW(POST REV SPLIT) 0.0%
Value ($000) $1 Shares 57 Est. Cost $26.22 Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $40.13 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $122.14 Unrealized +6.5%
XP XP INC COM USD0.00001 CLASS A 0.0%
Value ($000) $1 Shares 73 Est. Cost $22.82 Unrealized -9.5%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $1 Shares 11 Est. Cost $101.75 Unrealized +4.0%
The Bank of New York Mellon 0.0%
Value ($000) $1 Shares 1,259 Est. Cost $1.00 Unrealized
ILMN ILLUMINA INC COM USD0.01 0.0%
Value ($000) $1 Shares 12 Est. Cost $134.04 Unrealized -16.3%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.79 Unrealized +98.2%
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.90 Unrealized +23.5%
CLS CELESTICA INCORPORATED 0.0%
Value ($000) $1 Shares 21 Est. Cost $50.44 Unrealized 0.0%
ORANY ORANGE-SPON ADR 0.0%
Value ($000) $1 Shares 120 Est. Cost $9.88 Unrealized
HCC WARRIOR MET COAL INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.37 Unrealized +83.2%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $197.23 Unrealized -1.1%
XRX XEROX HOLDINGS CORPORATION COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.64 Unrealized -0.9%
TILRAY BRANDS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 700 Est. Cost $2.69 Unrealized
NLSIX NEUBERGER BERMAN LONG SHORT INSTL 0.0%
Value ($000) $1 Shares 64 Est. Cost $18.00 Unrealized
COLUMBIA DIVIDEND INCOME INST3 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.82 Unrealized
TSEM TOWER SEMICONDUCTOR LTD ORD ILS1 0.0%
Value ($000) $1 Shares 29 Est. Cost $42.76 Unrealized -16.9%
ENS ENERSYS 0.0%
Value ($000) $1 Shares 11 Est. Cost $92.27 Unrealized +4.6%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.0%
Value ($000) $1 Shares 3 Est. Cost $276.12 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $212.91 Unrealized -6.8%
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 414 Est. Cost $6.83 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.51 Unrealized +21.2%
WAY WAYSTAR HLDG CORPORATION 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.67 Unrealized 0.0%
DKS DICK S SPORTING GOODS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.32 Unrealized +92.4%
CZR CAESARS ENTERTAINMENT INCORPORATED NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $45.41 Unrealized -17.3%
WMK WEIS MARKETS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $79.23 Unrealized -22.2%
SHLS SHOALS TECHNOLOGIES GROUP INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 170 Est. Cost $23.13 Unrealized -65.5%
ST SENSATA TECHNOLOGIES HOLDING PLC COM EUR0.01 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.01 Unrealized +10.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.12 Unrealized +41.9%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $44.51 Unrealized +14.6%
JFAIX JHANCOCK FUNDAMENTAL ALL CAP CORE R6 0.0%
Value ($000) $1 Shares 28 Est. Cost $34.50 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.42 Unrealized +3.7%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.94 Unrealized +84.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.61 Unrealized +59.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.64 Unrealized 0.0%
TKR TIMKEN CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.88 Unrealized +23.4%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $252.44 Unrealized +4.8%
RBRK RUBRIK INCORPORATED. CLASS A 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.88 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.64 Unrealized +80.5%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.57 Unrealized -3.2%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $285.70 Unrealized +51.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $86.71 Unrealized +23.1%
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 35 Est. Cost $13.20 Unrealized +81.6%
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.67 Unrealized
COTY COTY INC 0.0%
Value ($000) $1 Shares 91 Est. Cost $7.34 Unrealized +45.9%
EQR EQUITY RESIDENTIAL SBI USD0.01 0.0%
Value ($000) $1 Shares 13 Est. Cost $56.22 Unrealized +8.0%
WDAY WORKDAY INC COM USD0.001 CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $284.68 Unrealized -15.4%
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $1 Shares 98 Est. Cost $39.91 Unrealized -76.9%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $339.69 Unrealized -0.1%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 43 Est. Cost $18.82 Unrealized -0.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.08 Unrealized -1.6%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.87 Unrealized +105.1%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.0%
Value ($000) $1 Shares 8 Est. Cost $136.60 Unrealized -7.1%
JLL JONES LANG LASALLE INC COM USD0.01 0.0%
Value ($000) $1 Shares 4 Est. Cost $159.44 Unrealized +21.7%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.44 Unrealized +6.8%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +15.4%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $19.75 Unrealized +4.7%
UPEXI INCORPORATED 0.0%
Value ($000) $1 Shares 2,222 Est. Cost $2.25 Unrealized
ALB ALBEMARLE CORP COM USD0.01 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.45 Unrealized -2.0%
JDIUX JHANCOCK DISCIPLINED VALUE INTL R6 0.0%
Value ($000) $1 Shares 48 Est. Cost $15.67 Unrealized
BG BUNGE GLOBAL SA COM USD0.01 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.11 Unrealized +1.5%
ENACT HLDGS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.67 Unrealized
IPGGF IMPERIUM TECHNOLOGY GROUP LIMITED SHS NEW 0.0%
Value ($000) $1 Shares 3,067 Est. Cost $0.51 Unrealized -4.0%
SUPN SUPERNUS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $34.75 Unrealized -16.6%
MDIZX MFS INTL DIVERSIFICATION R6 0.0%
Value ($000) $1 Shares 31 Est. Cost $23.00 Unrealized
FOREMOST LITHIUM RESOU F 0.0%
Value ($000) $1 Shares 246 Est. Cost $3.70 Unrealized
FVRR FIVERR INTERNATIONAL LIMITED ORD SHS 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.13 Unrealized -25.5%
ARGONAUT GOLD INC F 0.0%
Value ($000) $1 Shares 2,100 Est. Cost $0.35 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $137.66 Unrealized -14.2%
MXL MAXLINEAR INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $35.05 Unrealized -43.9%
FAF FIRST AMERICAN FINANCIAL CORP COM USD0.00001 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.83 Unrealized +9.5%
CNO CNO FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.47 Unrealized 0.0%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.28 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $50.96 Unrealized +73.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.02 Unrealized +9.2%
LITHIUM AMERS ARGENTIN F 0.0%
Value ($000) $1 Shares 172 Est. Cost $6.32 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $63.10 Unrealized +31.6%
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $17.39 Unrealized +116.6%
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $66.28 Unrealized 0.0%
FN FABRINET COM USD0.01 0.0%
Value ($000) $0 Shares 2 Est. Cost $119.30 Unrealized +77.8%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 18 Est. Cost $22.89 Unrealized +6.5%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.22 Unrealized +26.6%
KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.96 Unrealized
ICHR ICHOR HOLDINGS SHS 0.0%
Value ($000) $0 Shares 12 Est. Cost $29.14 Unrealized +30.7%
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $0 Shares 172 Est. Cost $7.45 Unrealized -40.7%
PBF PBF ENERGY INC COM USD0.001 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.57 Unrealized +23.2%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $16.17 Unrealized -22.2%
MAXEON SOLAR TECHNOLOGIES LIMITED SHS 0.0%
Value ($000) $0 Shares 500 Est. Cost $28.16 Unrealized
ITRG INTEGRA RESOURCES CORP F 0.0%
Value ($000) $0 Shares 460 Est. Cost $0.72 Unrealized +18.6%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.26 Unrealized +9.5%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.66 Unrealized +36.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $214.15 Unrealized -10.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.23 Unrealized -6.9%
LCSSX CLEARBRIDGE SELECT IS 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.38 Unrealized
JVMRX JHANCOCK DISCIPLINED VALUE MID CAP R6 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.54 Unrealized
DFSTX DFA US SMALL CAP I 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.25 Unrealized
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 90 Est. Cost $9.76 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.56 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.23 Unrealized +78.7%
LVMUY LVMH MOET HENNESSY LOU VUITTON ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $188.50 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.31 Unrealized +123.7%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $265.09 Unrealized -2.8%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.73 Unrealized +13.3%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.92 Unrealized -3.3%
VECTOR GROUP LTD 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.87 Unrealized
STEM INCORPORATED 0.0%
Value ($000) $0 Shares 218 Est. Cost $5.72 Unrealized
AVNS AVANOS MED INCORPORATED 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.34 Unrealized -26.0%
FNWFX AMERICAN FUNDS NEW WORLD F3 0.0%
Value ($000) $0 Shares 3 Est. Cost $72.33 Unrealized
PVL PERMIANVILLE RTY TR TR UNIT 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.35 Unrealized
CHD CHURCH &DWIGHT CO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.76 Unrealized 0.0%
2U INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost $5.14 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $27.53 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.00 Unrealized
State Street Bank and Trust Company 0.0%
Value ($000) $0 Shares 141 Est. Cost $1.00 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.48 Unrealized -19.8%
CVI CVR ENERGY INC COM USD0.01 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.75 Unrealized -0.7%
CSX CSX CORP COM USD1 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.47 Unrealized -6.6%
ACB AURORA CANNABIS INC COM NPV (POST REV SPLIT) ISIN #CA05156X8504 SEDOL #BSNWSY8 0.0%
Value ($000) $0 Shares 22 Est. Cost $3.87 Unrealized +63.6%
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.38 Unrealized +9.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.60 Unrealized -0.3%
EDGIO INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.71 Unrealized
NWSA NEWS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.03 Unrealized +2.1%
CHWY CHEWY INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.81 Unrealized -45.3%
HCMC HEALTHIER CHOICES MGMT CORPORATION 0.0%
Value ($000) $0 Shares 476,190 Est. Cost $0.00 Unrealized -22.6%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.24 Unrealized +37.8%
CHARGEPOINT HOLDINGS INCCLASS A 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.52 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.22 Unrealized 0.0%
SPARF SPARK ENERGY MINERALS INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.07 Unrealized -28.1%
VSOLF THREE SIXTY SOLAR LTD F 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.69 Unrealized -89.3%
DYNAVAX TECHNOLOGIES CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.00 Unrealized
SDCCQ SMILEDIRECTCLUB INCORPORATED CLASS A COM 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $0.41 Unrealized -99.4%
CIBC Bank USA 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
22ND CENTY GROUP INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
REGENETP INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.07 Unrealized
KING RES INCORPORATED 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
HEMP HEMP INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.00 Unrealized -81.0%
NBIS YANDEX NV 0.0%
Value ($000) $0 Shares 116 Est. Cost Unrealized
ALTABA INC ESCROW 0.0%
Value ($000) $0 Shares 2,365 Est. Cost Unrealized
ONPH ONCOLOGY PHARMA INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 974 Est. Cost $0.21 Unrealized -99.9%
CNBX CNBX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.39 Unrealized -97.4%