DAYMARK WEALTH PARTNERS, LLC Diversified Active

CIK: 0001956824 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $2,179,924 (100.0% shares, 0.0% debt)

Holdings (496)

AAPL APPLE INC 7.5%
Value ($000) $162,714 Shares 907,902 Est. Cost $167.00 Unrealized +10.9%
NVDA NVIDIA CORPORATION 6.3%
Value ($000) $137,927 Shares 1,116,455 Est. Cost $92.95 Unrealized +8.7%
MSFT MICROSOFT CORP 6.1%
Value ($000) $132,859 Shares 392,044 Est. Cost $296.04 Unrealized +40.9%
PG PROCTER AND GAMBLE CO 3.6%
Value ($000) $79,094 Shares 597,870 Est. Cost $135.51 Unrealized +16.0%
AMZN AMAZON COM INC 2.6%
Value ($000) $57,106 Shares 295,501 Est. Cost $122.34 Unrealized +50.2%
VOO VANGUARD INDEX FDS 2.6%
Value ($000) $55,945 Shares 111,862 Est. Cost $424.27 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $52,527 Shares 288,370 Est. Cost $113.22 Unrealized +47.8%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $50,666 Shares 350,003 Est. Cost $133.65 Unrealized +41.5%
AMGN AMGEN INC 1.9%
Value ($000) $40,777 Shares 228,195 Est. Cost $233.68 Unrealized +19.5%
PGR PROGRESSIVE CORP 1.6%
Value ($000) $35,863 Shares 172,661 Est. Cost $121.63 Unrealized +58.4%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $27,635 Shares 240,052 Est. Cost $100.23 Unrealized +9.8%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $27,188 Shares 304,204 Est. Cost $151.66 Unrealized -6.7%
QCOM QUALCOMM INC 1.1%
Value ($000) $24,855 Shares 124,786 Est. Cost $108.77 Unrealized +67.7%
HD HOME DEPOT INC 1.1%
Value ($000) $23,814 Shares 178,858 Est. Cost $296.05 Unrealized +10.6%
AVGO BROADCOM INC 1.1%
Value ($000) $23,361 Shares 14,550 Est. Cost $50.49 Unrealized +172.6%
USB US BANCORP DEL 1.0%
Value ($000) $21,945 Shares 552,770 Est. Cost $36.42 Unrealized +3.7%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $21,614 Shares 25,429 Est. Cost $555.47 Unrealized +39.3%
JGRO J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $20,300 Shares 270,125 Est. Cost $53.57 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $19,998 Shares 36,745 Est. Cost $501.66 Unrealized
V VISA INC 0.9%
Value ($000) $19,669 Shares 174,559 Est. Cost $225.36 Unrealized +20.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $19,655 Shares 48,315 Est. Cost $341.88 Unrealized +19.5%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $19,382 Shares 211,491 Est. Cost $132.88 Unrealized +24.8%
GOOG ALPHABET INC 0.9%
Value ($000) $19,337 Shares 105,427 Est. Cost $115.91 Unrealized +45.7%
CRM SALESFORCE INC 0.8%
Value ($000) $18,021 Shares 174,684 Est. Cost $197.19 Unrealized +34.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $17,224 Shares 171,575 Est. Cost $87.35 Unrealized +14.6%
KELLOGG CO 0.8%
Value ($000) $17,113 Shares 296,684 Est. Cost $57.22 Unrealized -1.8%
JGLO J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $17,064 Shares 282,513 Est. Cost $59.23 Unrealized
FTNT FORTINET INC 0.8%
Value ($000) $17,025 Shares 282,477 Est. Cost $63.55 Unrealized -2.1%
BBIN J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $16,516 Shares 279,549 Est. Cost $54.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $16,042 Shares 98,897 Est. Cost $68.26 Unrealized +135.7%
CALF PACER FDS TR 0.7%
Value ($000) $15,229 Shares 349,621 Est. Cost $48.65 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $15,156 Shares 69,510 Est. Cost $199.78 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $14,958 Shares 193,001 Est. Cost $145.46 Unrealized +2.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $14,547 Shares 404,090 Est. Cost $46.72 Unrealized -3.1%
JAVA J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $14,415 Shares 243,245 Est. Cost $53.27 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $13,859 Shares 84,029 Est. Cost $164.37 Unrealized -1.2%
ORCL ORACLE CORP 0.6%
Value ($000) $13,484 Shares 95,499 Est. Cost $101.71 Unrealized +20.2%
ABBV ABBVIE INC 0.6%
Value ($000) $13,164 Shares 76,748 Est. Cost $145.71 Unrealized +7.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $12,735 Shares 224,691 Est. Cost $55.55 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $12,642 Shares 221,146 Est. Cost $99.51 Unrealized +22.3%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $12,560 Shares 132,535 Est. Cost $315.81 Unrealized +34.2%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $12,136 Shares 23,992 Est. Cost $344.39 Unrealized +53.2%
PSX PHILLIPS 66 0.5%
Value ($000) $10,506 Shares 74,418 Est. Cost $92.96 Unrealized +50.2%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $10,498 Shares 221,487 Est. Cost $52.54 Unrealized -10.1%
LLY LILLY ELI & CO 0.5%
Value ($000) $10,464 Shares 11,558 Est. Cost $415.06 Unrealized +90.6%
BBHY J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $10,409 Shares 227,576 Est. Cost $45.06 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $10,229 Shares 174,675 Est. Cost $55.46 Unrealized
WMT WALMART INC 0.4%
Value ($000) $9,726 Shares 143,636 Est. Cost $54.74 Unrealized +13.2%
JCPB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $9,351 Shares 201,829 Est. Cost $46.48 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $9,104 Shares 61,499 Est. Cost $125.61 Unrealized +17.8%
IWM ISHARES TR 0.4%
Value ($000) $9,074 Shares 44,723 Est. Cost $197.56 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $9,034 Shares 66,012 Est. Cost $148.00 Unrealized -12.2%
TLH ISHARES TR 0.4%
Value ($000) $9,013 Shares 87,758 Est. Cost $106.04 Unrealized
NCPB NUSHARES ETF TR 0.4%
Value ($000) $8,734 Shares 350,469 Est. Cost $24.92 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $8,509 Shares 366,674 Est. Cost $32.61 Unrealized -0.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $8,475 Shares 137,843 Est. Cost $267.10 Unrealized -4.5%
MMM 3M CO 0.4%
Value ($000) $8,451 Shares 200,534 Est. Cost $80.83 Unrealized +16.6%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $8,259 Shares 17,239 Est. Cost $329.77 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $8,248 Shares 294,776 Est. Cost $33.24 Unrealized -25.5%
KO COCA COLA CO 0.4%
Value ($000) $8,139 Shares 224,335 Est. Cost $55.93 Unrealized +5.3%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $8,000 Shares 33,046 Est. Cost $223.02 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $7,695 Shares 169,269 Est. Cost $45.04 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $7,621 Shares 25,536 Est. Cost $234.23 Unrealized +30.3%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.3%
Value ($000) $7,466 Shares 290,263 Est. Cost $24.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $7,179 Shares 266,778 Est. Cost $31.20 Unrealized +16.9%
BLACKROCK INC 0.3%
Value ($000) $7,142 Shares 9,071 Est. Cost $702.69 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $7,037 Shares 130,497 Est. Cost $174.95 Unrealized +5.1%
EMR EMERSON ELEC CO 0.3%
Value ($000) $6,919 Shares 62,806 Est. Cost $84.44 Unrealized +27.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $6,868 Shares 33,512 Est. Cost $127.04 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $6,859 Shares 208,535 Est. Cost $28.60 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $6,719 Shares 117,326 Est. Cost $49.20 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $6,713 Shares 272,276 Est. Cost $30.38 Unrealized +12.9%
IVE ISHARES TR 0.3%
Value ($000) $6,620 Shares 36,370 Est. Cost $180.31 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $6,616 Shares 33,432 Est. Cost $182.22 Unrealized -4.1%
ETN EATON CORP PLC 0.3%
Value ($000) $6,310 Shares 20,126 Est. Cost $177.90 Unrealized +78.4%
CB CHUBB LIMITED 0.3%
Value ($000) $6,275 Shares 24,601 Est. Cost $205.33 Unrealized +23.1%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $6,103 Shares 120,926 Est. Cost $50.20 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $6,068 Shares 27,018 Est. Cost $195.41 Unrealized +7.1%
META META PLATFORMS INC 0.3%
Value ($000) $5,925 Shares 11,750 Est. Cost $244.25 Unrealized +97.9%
UNP UNION PAC CORP 0.3%
Value ($000) $5,869 Shares 25,941 Est. Cost $189.65 Unrealized +18.9%
IVV ISHARES TR 0.3%
Value ($000) $5,802 Shares 10,602 Est. Cost $452.29 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $5,766 Shares 25,262 Est. Cost $163.74 Unrealized +26.8%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $5,717 Shares 24,226 Est. Cost $133.62 Unrealized +58.2%
RNW RENEW ENERGY GLOBAL PLC 0.3%
Value ($000) $5,686 Shares 911,219 Est. Cost $6.00 Unrealized 0.0%
SJM SMUCKER J M CO 0.3%
Value ($000) $5,648 Shares 51,799 Est. Cost $132.84 Unrealized -20.1%
LOW LOWES COS INC 0.3%
Value ($000) $5,637 Shares 25,569 Est. Cost $195.30 Unrealized +13.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $5,528 Shares 149,720 Est. Cost $87.77 Unrealized +20.2%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $5,443 Shares 163,058 Est. Cost $33.43 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $5,389 Shares 51,858 Est. Cost $98.41 Unrealized +4.6%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $5,271 Shares 139,927 Est. Cost $37.67 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $5,145 Shares 9,615 Est. Cost $525.74 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $5,065 Shares 9,118 Est. Cost $431.17 Unrealized +12.3%
XT ISHARES TR 0.2%
Value ($000) $5,026 Shares 85,428 Est. Cost $47.66 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,852 Shares 91,637 Est. Cost $46.21 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $4,737 Shares 37,626 Est. Cost $125.51 Unrealized +1.5%
JEMA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,684 Shares 122,685 Est. Cost $36.31 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $4,627 Shares 84,505 Est. Cost $46.97 Unrealized
KR KROGER CO 0.2%
Value ($000) $4,615 Shares 92,435 Est. Cost $44.19 Unrealized +17.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $4,493 Shares 75,647 Est. Cost $40.50 Unrealized +40.4%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $4,442 Shares 97,461 Est. Cost $46.20 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $4,192 Shares 27,698 Est. Cost $128.98 Unrealized +7.7%
DHR DANAHER CORPORATION 0.2%
Value ($000) $4,122 Shares 16,498 Est. Cost $227.45 Unrealized +10.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $4,042 Shares 10,806 Est. Cost $354.59 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $4,010 Shares 63,564 Est. Cost $55.43 Unrealized +8.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $3,892 Shares 65,905 Est. Cost $80.47 Unrealized -27.3%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $3,883 Shares 6,735 Est. Cost $564.11 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $3,793 Shares 37,842 Est. Cost $86.46 Unrealized +9.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $3,755 Shares 50,953 Est. Cost $72.33 Unrealized 0.0%
IEI ISHARES TR 0.2%
Value ($000) $3,740 Shares 32,391 Est. Cost $115.91 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $3,730 Shares 31,450 Est. Cost $117.30 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,673 Shares 6 Est. Cost $540802.44 Unrealized +14.0%
PYLD PIMCO ETF TR 0.2%
Value ($000) $3,545 Shares 138,250 Est. Cost $25.64 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,524 Shares 116,703 Est. Cost $470.22 Unrealized +0.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,499 Shares 21,461 Est. Cost $422.33 Unrealized +4.6%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $3,453 Shares 21,720 Est. Cost $89.87 Unrealized +75.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,438 Shares 7,794 Est. Cost $386.73 Unrealized +16.8%
IVW ISHARES TR 0.2%
Value ($000) $3,425 Shares 37,008 Est. Cost $92.54 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $3,356 Shares 77,774 Est. Cost $29.36 Unrealized +29.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $3,272 Shares 41,566 Est. Cost $74.85 Unrealized +4.3%
VCR VANGUARD WORLD FD 0.1%
Value ($000) $3,256 Shares 10,424 Est. Cost $312.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $3,231 Shares 77,811 Est. Cost $58.61 Unrealized -30.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $3,115 Shares 7,003 Est. Cost $263.87 Unrealized +50.9%
FDX FEDEX CORP 0.1%
Value ($000) $3,103 Shares 10,350 Est. Cost $201.24 Unrealized +25.1%
PWR QUANTA SVCS INC 0.1%
Value ($000) $3,101 Shares 12,203 Est. Cost $141.33 Unrealized +87.1%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $3,083 Shares 8,045 Est. Cost $316.58 Unrealized +5.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $3,058 Shares 43,183 Est. Cost $69.48 Unrealized -2.7%
EFA ISHARES TR 0.1%
Value ($000) $3,042 Shares 38,830 Est. Cost $73.47 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $3,022 Shares 99,210 Est. Cost $27.61 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $2,962 Shares 6,751 Est. Cost $344.14 Unrealized +25.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $2,869 Shares 128,254 Est. Cost $258.76 Unrealized +30.9%
NVS NOVARTIS AG 0.1%
Value ($000) $2,855 Shares 26,821 Est. Cost $93.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $2,795 Shares 96,440 Est. Cost $28.26 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,783 Shares 6,384 Est. Cost $436.43 Unrealized +1.7%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $2,781 Shares 20,316 Est. Cost $130.63 Unrealized +1.8%
FE FIRSTENERGY CORP 0.1%
Value ($000) $2,754 Shares 71,958 Est. Cost $35.85 Unrealized +1.3%
SO SOUTHERN CO 0.1%
Value ($000) $2,679 Shares 34,542 Est. Cost $64.82 Unrealized +10.7%
DE DEERE & CO 0.1%
Value ($000) $2,642 Shares 7,072 Est. Cost $383.17 Unrealized -0.7%
J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,607 Shares 54,880 Est. Cost $47.63 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $2,589 Shares 8,924 Est. Cost $227.29 Unrealized +25.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,583 Shares 15,722 Est. Cost $162.48 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,573 Shares 25,395 Est. Cost $86.15 Unrealized +6.0%
CTAS CINTAS CORP 0.1%
Value ($000) $2,573 Shares 3,674 Est. Cost $122.82 Unrealized +37.2%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $2,424 Shares 149,426 Est. Cost $15.82 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2,383 Shares 24,553 Est. Cost $71.80 Unrealized +24.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $2,340 Shares 10,898 Est. Cost $218.01 Unrealized +2.8%
NTAP NETAPP INC 0.1%
Value ($000) $2,316 Shares 17,981 Est. Cost $65.07 Unrealized +66.9%
BX BLACKSTONE INC 0.1%
Value ($000) $2,302 Shares 18,597 Est. Cost $93.31 Unrealized +26.3%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $2,289 Shares 19,385 Est. Cost $94.86 Unrealized +18.7%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $2,280 Shares 9,552 Est. Cost $216.81 Unrealized +9.1%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2,276 Shares 27,077 Est. Cost $76.71 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $2,220 Shares 22,871 Est. Cost $96.62 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,215 Shares 191,774 Est. Cost $11.19 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $2,198 Shares 24,616 Est. Cost $63.77 Unrealized +30.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $2,198 Shares 6,461 Est. Cost $252.53 Unrealized +32.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,134 Shares 31,105 Est. Cost $71.34 Unrealized -11.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $2,072 Shares 8,301 Est. Cost $210.72 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,003 Shares 50,376 Est. Cost $32.59 Unrealized +13.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,992 Shares 17,688 Est. Cost $101.33 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $1,979 Shares 20,583 Est. Cost $95.59 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,947 Shares 6,418 Est. Cost $276.43 Unrealized +8.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,893 Shares 12,178 Est. Cost $139.65 Unrealized +5.0%
GRMN GARMIN LTD 0.1%
Value ($000) $1,868 Shares 11,468 Est. Cost $83.78 Unrealized +82.8%
TOTALENERGIES SE 0.1%
Value ($000) $1,868 Shares 28,016 Est. Cost $64.64 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $1,868 Shares 15,723 Est. Cost $106.58 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,839 Shares 114,525 Est. Cost $217.34 Unrealized -18.0%
VCTR VICTORY CAP HLDGS INC 0.1%
Value ($000) $1,838 Shares 38,500 Est. Cost $29.41 Unrealized +58.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,793 Shares 36,289 Est. Cost $48.12 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,777 Shares 16,139 Est. Cost $84.95 Unrealized +16.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,767 Shares 12,788 Est. Cost $118.80 Unrealized +5.5%
SDY SPDR SER TR 0.1%
Value ($000) $1,740 Shares 13,685 Est. Cost $127.80 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,728 Shares 9,970 Est. Cost $161.60 Unrealized +1.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,708 Shares 28,650 Est. Cost $59.60 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,685 Shares 8,664 Est. Cost $159.08 Unrealized +10.7%
UITB VICTORY PORTFOLIOS II 0.1%
Value ($000) $1,657 Shares 36,019 Est. Cost $46.22 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $1,651 Shares 30,612 Est. Cost $55.41 Unrealized -2.4%
CMI CUMMINS INC 0.1%
Value ($000) $1,637 Shares 5,912 Est. Cost $219.46 Unrealized +25.8%
LAM RESEARCH CORP 0.1%
Value ($000) $1,632 Shares 1,533 Est. Cost $899.42 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $1,632 Shares 17,600 Est. Cost $81.83 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,626 Shares 27,786 Est. Cost $93.96 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,623 Shares 1,587 Est. Cost $639.15 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $1,616 Shares 7,943 Est. Cost $199.50 Unrealized 0.0%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,572 Shares 30,976 Est. Cost $50.66 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,539 Shares 18,976 Est. Cost $71.38 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,517 Shares 27,335 Est. Cost $52.02 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,516 Shares 21,002 Est. Cost $71.02 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,468 Shares 100,931 Est. Cost $158.74 Unrealized +43.2%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,463 Shares 6,373 Est. Cost $206.24 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,455 Shares 2,156 Est. Cost $41.89 Unrealized +49.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,448 Shares 33,083 Est. Cost $41.72 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,432 Shares 24,419 Est. Cost $57.71 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $1,428 Shares 10,429 Est. Cost $100.32 Unrealized +31.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,421 Shares 8,193 Est. Cost $116.34 Unrealized +54.4%
EOG EOG RES INC 0.1%
Value ($000) $1,421 Shares 11,289 Est. Cost $108.21 Unrealized +12.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,418 Shares 5,983 Est. Cost $211.14 Unrealized +12.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,404 Shares 8,751 Est. Cost $149.43 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1,393 Shares 13,627 Est. Cost $137.74 Unrealized -29.3%
STE STERIS PLC 0.1%
Value ($000) $1,369 Shares 6,237 Est. Cost $188.98 Unrealized +13.3%
IJK ISHARES TR 0.1%
Value ($000) $1,365 Shares 15,494 Est. Cost $88.11 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,357 Shares 8,654 Est. Cost $112.32 Unrealized +36.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,348 Shares 29,592 Est. Cost $35.96 Unrealized +8.8%
CBT CABOT CORP 0.1%
Value ($000) $1,319 Shares 14,355 Est. Cost $68.08 Unrealized +37.5%
MPLX MPLX LP 0.1%
Value ($000) $1,310 Shares 30,759 Est. Cost $42.59 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,296 Shares 29,172 Est. Cost $42.49 Unrealized -1.6%
FXO FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,273 Shares 27,494 Est. Cost $41.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $1,266 Shares 96,092 Est. Cost $9.69 Unrealized +29.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,255 Shares 32,053 Est. Cost $34.63 Unrealized +7.2%
EEM ISHARES TR 0.1%
Value ($000) $1,253 Shares 29,409 Est. Cost $39.64 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $1,247 Shares 18,759 Est. Cost $51.12 Unrealized +28.7%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $1,244 Shares 31,306 Est. Cost $39.73 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,239 Shares 4,817 Est. Cost $225.24 Unrealized +10.3%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,222 Shares 8,825 Est. Cost $94.73 Unrealized +44.8%
KLG WK KELLOGG CO 0.1%
Value ($000) $1,221 Shares 74,175 Est. Cost $13.14 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $1,201 Shares 9,529 Est. Cost $162.41 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,198 Shares 10,470 Est. Cost $100.82 Unrealized +14.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,185 Shares 5,556 Est. Cost $159.24 Unrealized +27.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,184 Shares 6,484 Est. Cost $174.65 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $1,167 Shares 9,847 Est. Cost $102.61 Unrealized +13.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,149 Shares 2,120 Est. Cost $482.66 Unrealized +6.4%
IGSB ISHARES TR 0.1%
Value ($000) $1,147 Shares 22,375 Est. Cost $50.15 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1,139 Shares 15,679 Est. Cost $67.12 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $1,135 Shares 26,285 Est. Cost $62.92 Unrealized -28.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,130 Shares 6,503 Est. Cost $116.33 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,126 Shares 17,796 Est. Cost $70.03 Unrealized -8.0%
NKE NIKE INC 0.1%
Value ($000) $1,120 Shares 111,561 Est. Cost $98.80 Unrealized -9.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,111 Shares 2,491 Est. Cost $343.70 Unrealized +23.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,110 Shares 14,254 Est. Cost $88.98 Unrealized -12.3%
CSX CSX CORP 0.1%
Value ($000) $1,092 Shares 32,657 Est. Cost $31.86 Unrealized +4.0%
PULS PGIM ETF TR 0.0%
Value ($000) $1,090 Shares 21,929 Est. Cost $49.54 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $1,060 Shares 9,846 Est. Cost $95.71 Unrealized +15.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,058 Shares 16,172 Est. Cost $58.72 Unrealized +11.0%
IJJ ISHARES TR 0.0%
Value ($000) $1,049 Shares 9,242 Est. Cost $113.46 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,028 Shares 18,226 Est. Cost $53.42 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,019 Shares 20,229 Est. Cost $50.57 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $1,015 Shares 7,904 Est. Cost $128.42 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1,012 Shares 6,939 Est. Cost $93.96 Unrealized +46.2%
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,011 Shares 24,729 Est. Cost $37.23 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,007 Shares 20,088 Est. Cost $50.37 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $993 Shares 1,536 Est. Cost $655.29 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $988 Shares 25,675 Est. Cost $38.50 Unrealized
DOW DOW INC 0.0%
Value ($000) $976 Shares 136,137 Est. Cost $46.19 Unrealized +10.9%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $946 Shares 49,971 Est. Cost $18.94 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $934 Shares 7,485 Est. Cost $113.83 Unrealized +2.4%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $923 Shares 3,452 Est. Cost $230.01 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $913 Shares 34,290 Est. Cost $25.00 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $910 Shares 7,891 Est. Cost $97.22 Unrealized +8.9%
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $902 Shares 9,010 Est. Cost $100.33 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $898 Shares 6,290 Est. Cost $126.85 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $892 Shares 3,242 Est. Cost $278.76 Unrealized -5.9%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $892 Shares 33,455 Est. Cost $25.12 Unrealized +4.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $889 Shares 2,704 Est. Cost $183.06 Unrealized +71.4%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $888 Shares 23,423 Est. Cost $37.93 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $882 Shares 19,997 Est. Cost $63.65 Unrealized -28.2%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $881 Shares 21,231 Est. Cost $41.49 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $881 Shares 14,571 Est. Cost $67.71 Unrealized -14.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $873 Shares 12,114 Est. Cost $72.62 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $856 Shares 4,405 Est. Cost $185.25 Unrealized -4.8%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $855 Shares 6,186 Est. Cost $138.20 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $848 Shares 7,932 Est. Cost $106.95 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $843 Shares 4,916 Est. Cost $158.10 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $843 Shares 3,540 Est. Cost $153.69 Unrealized +47.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $831 Shares 2,125 Est. Cost $391.13 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $826 Shares 3,358 Est. Cost $238.35 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $826 Shares 2,260 Est. Cost $375.78 Unrealized +2.2%
KKR KKR & CO INC 0.0%
Value ($000) $821 Shares 7,797 Est. Cost $100.87 Unrealized 0.0%
IEV ISHARES TR 0.0%
Value ($000) $816 Shares 14,897 Est. Cost $54.76 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $810 Shares 5,263 Est. Cost $154.13 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $809 Shares 15,200 Est. Cost $56.14 Unrealized -0.4%
IUSB ISHARES TR 0.0%
Value ($000) $807 Shares 17,841 Est. Cost $44.48 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $797 Shares 6,588 Est. Cost $120.26 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $796 Shares 7,331 Est. Cost $127.38 Unrealized -9.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $789 Shares 4,181 Est. Cost $185.47 Unrealized +17.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $788 Shares 8,533 Est. Cost $76.86 Unrealized +15.2%
MCK MCKESSON CORP 0.0%
Value ($000) $788 Shares 1,348 Est. Cost $507.93 Unrealized +8.8%
EG EVEREST GROUP LTD 0.0%
Value ($000) $781 Shares 2,050 Est. Cost $348.87 Unrealized +5.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $749 Shares 23,248 Est. Cost $30.38 Unrealized +7.1%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $745 Shares 4,346 Est. Cost $113.95 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $740 Shares 2,304 Est. Cost $223.57 Unrealized +43.5%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $737 Shares 2,209 Est. Cost $259.37 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $734 Shares 8,115 Est. Cost $80.60 Unrealized
USTB VICTORY PORTFOLIOS II 0.0%
Value ($000) $719 Shares 14,432 Est. Cost $49.35 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $716 Shares 7,435 Est. Cost $76.47 Unrealized +22.6%
ARHS ARHAUS INC 0.0%
Value ($000) $711 Shares 42,000 Est. Cost $9.24 Unrealized +75.2%
HDV ISHARES TR 0.0%
Value ($000) $711 Shares 6,543 Est. Cost $108.70 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $711 Shares 9,593 Est. Cost $57.63 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $708 Shares 12,200 Est. Cost $73.62 Unrealized -13.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $706 Shares 3,120 Est. Cost $164.97 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $703 Shares 6,581 Est. Cost $106.78 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $689 Shares 2,084 Est. Cost $263.28 Unrealized +26.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $685 Shares 8,183 Est. Cost $77.46 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $683 Shares 14,479 Est. Cost $44.64 Unrealized +3.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $681 Shares 13,477 Est. Cost $50.52 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $676 Shares 6,951 Est. Cost $97.27 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $672 Shares 24,674 Est. Cost $27.56 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $669 Shares 741 Est. Cost $632.17 Unrealized +46.7%
HYG ISHARES TR 0.0%
Value ($000) $657 Shares 8,519 Est. Cost $77.14 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $633 Shares 5,911 Est. Cost $103.98 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $624 Shares 10,179 Est. Cost $94.84 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $616 Shares 18,472 Est. Cost $30.70 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $616 Shares 11,137 Est. Cost $50.65 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $611 Shares 11,399 Est. Cost $45.71 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $595 Shares 12,146 Est. Cost $50.13 Unrealized -6.0%
BP BP PLC 0.0%
Value ($000) $593 Shares 16,421 Est. Cost $35.40 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $587 Shares 2,274 Est. Cost $261.60 Unrealized -7.3%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $574 Shares 6,862 Est. Cost $83.67 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $573 Shares 30,584 Est. Cost $13.14 Unrealized +17.7%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $565 Shares 10,443 Est. Cost $51.72 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $548 Shares 1,466 Est. Cost $358.01 Unrealized -7.8%
IYW ISHARES TR 0.0%
Value ($000) $545 Shares 3,622 Est. Cost $150.49 Unrealized
ROYCE VALUE TR INC 0.0%
Value ($000) $545 Shares 37,631 Est. Cost $13.72 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $526 Shares 8,780 Est. Cost $40.03 Unrealized +39.2%
IWN ISHARES TR 0.0%
Value ($000) $524 Shares 3,439 Est. Cost $137.27 Unrealized
UNILEVER PLC 0.0%
Value ($000) $524 Shares 9,525 Est. Cost $51.80 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $523 Shares 3,948 Est. Cost $119.67 Unrealized +11.4%
IEMG ISHARES INC 0.0%
Value ($000) $521 Shares 9,726 Est. Cost $50.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $518 Shares 6,434 Est. Cost $27.99 Unrealized +12.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $516 Shares 107,020 Est. Cost $159.89 Unrealized +30.7%
T AT&T INC 0.0%
Value ($000) $515 Shares 26,966 Est. Cost $15.69 Unrealized +3.0%
AOS SMITH A O CORP 0.0%
Value ($000) $512 Shares 6,260 Est. Cost $79.74 Unrealized +3.0%
HSY HERSHEY CO 0.0%
Value ($000) $505 Shares 2,746 Est. Cost $228.75 Unrealized -19.6%
KMT KENNAMETAL INC 0.0%
Value ($000) $501 Shares 21,270 Est. Cost $24.57 Unrealized -5.7%
TTC TORO CO 0.0%
Value ($000) $495 Shares 5,293 Est. Cost $91.91 Unrealized -4.0%
VTRS VIATRIS INC 0.0%
Value ($000) $490 Shares 46,066 Est. Cost $8.52 Unrealized +20.2%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $489 Shares 5,041 Est. Cost $80.23 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $485 Shares 1,431 Est. Cost $93.48 Unrealized +60.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $481 Shares 2,236 Est. Cost $187.05 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $480 Shares 13,498 Est. Cost $31.89 Unrealized +1.5%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $478 Shares 1,800 Est. Cost $246.49 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $475 Shares 17,165 Est. Cost $26.56 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $471 Shares 1,221 Est. Cost $449.14 Unrealized -9.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $468 Shares 3,622 Est. Cost $134.75 Unrealized -9.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $461 Shares 6,347 Est. Cost $41.94 Unrealized +65.7%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $459 Shares 2,263 Est. Cost $203.03 Unrealized
SRE SEMPRA 0.0%
Value ($000) $458 Shares 6,022 Est. Cost $68.73 Unrealized +1.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $456 Shares 5,849 Est. Cost $71.49 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $455 Shares 3,258 Est. Cost $103.66 Unrealized +11.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $454 Shares 5,791 Est. Cost $83.51 Unrealized -8.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $452 Shares 428 Est. Cost $65.34 Unrealized +5.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $450 Shares 5,513 Est. Cost $61.81 Unrealized +19.6%
SHY ISHARES TR 0.0%
Value ($000) $446 Shares 5,461 Est. Cost $81.38 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $443 Shares 563 Est. Cost $123.34 Unrealized +19.0%
F FORD MTR CO DEL 0.0%
Value ($000) $431 Shares 34,378 Est. Cost $10.64 Unrealized +4.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $429 Shares 7,569 Est. Cost $68.02 Unrealized -19.2%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $429 Shares 3,488 Est. Cost $98.95 Unrealized +16.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $426 Shares 8,764 Est. Cost $35.77 Unrealized +37.9%
IOO ISHARES TR 0.0%
Value ($000) $420 Shares 4,345 Est. Cost $75.64 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $419 Shares 3,102 Est. Cost $163.53 Unrealized -9.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $418 Shares 23,500 Est. Cost $14.79 Unrealized +7.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $416 Shares 1,722 Est. Cost $170.71 Unrealized +38.3%
SYY SYSCO CORP 0.0%
Value ($000) $409 Shares 5,725 Est. Cost $72.73 Unrealized -2.1%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $409 Shares 8,532 Est. Cost $43.09 Unrealized +14.2%
MTN VAIL RESORTS INC 0.0%
Value ($000) $407 Shares 2,261 Est. Cost $198.87 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $404 Shares 16,912 Est. Cost $24.49 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $402 Shares 5,546 Est. Cost $35.01 Unrealized +71.7%
KVUE KENVUE INC 0.0%
Value ($000) $401 Shares 22,055 Est. Cost $18.19 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $397 Shares 4,083 Est. Cost $90.80 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $396 Shares 19,000 Est. Cost $14.72 Unrealized +21.6%
SAIC SCIENCE APPLICATIONS INTL CORP 0.0%
Value ($000) $393 Shares 3,347 Est. Cost $105.34 Unrealized +20.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $393 Shares 920 Est. Cost $309.33 Unrealized +35.3%
FDS BLACKSTONE INC 0.0%
Value ($000) $392 Shares 959 Est. Cost $404.52 Unrealized +3.2%
COHEN & STEERS SELECT PFD & 0.0%
Value ($000) $390 Shares 19,700 Est. Cost $19.99 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $386 Shares 3,606 Est. Cost $83.37 Unrealized +21.2%
MET METLIFE INC 0.0%
Value ($000) $385 Shares 5,488 Est. Cost $68.14 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $380 Shares 2,802 Est. Cost $108.88 Unrealized +22.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $377 Shares 1,791 Est. Cost $195.93 Unrealized +2.2%
AVA AVISTA CORP 0.0%
Value ($000) $376 Shares 10,875 Est. Cost $37.05 Unrealized -11.2%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $373 Shares 7,061 Est. Cost $60.70 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $370 Shares 3,472 Est. Cost $106.65 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $367 Shares 1,188 Est. Cost $308.67 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $367 Shares 782 Est. Cost $425.91 Unrealized +1.9%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $362 Shares 29,327 Est. Cost $11.54 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $362 Shares 1,549 Est. Cost $233.23 Unrealized -2.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $361 Shares 1,442 Est. Cost $250.13 Unrealized
BBSC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $357 Shares 5,857 Est. Cost $56.93 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $355 Shares 15,997 Est. Cost $22.65 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $355 Shares 4,514 Est. Cost $77.59 Unrealized +3.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $355 Shares 8,626 Est. Cost $38.75 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $354 Shares 4,278 Est. Cost $56.46 Unrealized +42.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $353 Shares 4,533 Est. Cost $78.93 Unrealized +3.1%
OC OWENS CORNING NEW 0.0%
Value ($000) $353 Shares 2,030 Est. Cost $110.65 Unrealized +56.5%
IHI ISHARES TR 0.0%
Value ($000) $350 Shares 6,238 Est. Cost $58.42 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $342 Shares 619 Est. Cost $558.39 Unrealized +2.0%
QLYS QUALYS INC 0.0%
Value ($000) $342 Shares 2,400 Est. Cost $176.57 Unrealized -13.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $341 Shares 2,240 Est. Cost $99.55 Unrealized +37.0%
PTRB PGIM ETF TR 0.0%
Value ($000) $337 Shares 8,167 Est. Cost $41.57 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $334 Shares 212 Est. Cost $1366.82 Unrealized +13.6%
IWF ISHARES TR 0.0%
Value ($000) $331 Shares 907 Est. Cost $364.58 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $326 Shares 2,954 Est. Cost $110.35 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $326 Shares 4,306 Est. Cost $54.53 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $324 Shares 3,920 Est. Cost $58.15 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $321 Shares 3,594 Est. Cost $84.81 Unrealized +3.5%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $318 Shares 4,094 Est. Cost $50.26 Unrealized +50.0%
ABNB AIRBNB INC 0.0%
Value ($000) $314 Shares 2,074 Est. Cost $127.62 Unrealized +19.7%
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $311 Shares 13,361 Est. Cost $21.07 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $310 Shares 295 Est. Cost $792.35 Unrealized +21.7%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $309 Shares 6,114 Est. Cost $50.47 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $305 Shares 239 Est. Cost $820.92 Unrealized +38.4%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $305 Shares 5,061 Est. Cost $54.11 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $303 Shares 621 Est. Cost $534.46 Unrealized -6.1%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $302 Shares 1,135 Est. Cost $266.00 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $301 Shares 2,598 Est. Cost $95.99 Unrealized +10.9%
CALAMOS DYNAMIC CONV & INCOM 0.0%
Value ($000) $296 Shares 13,200 Est. Cost $21.27 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $295 Shares 2,519 Est. Cost $106.75 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $292 Shares 3,057 Est. Cost $249.77 Unrealized -53.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $292 Shares 2,136 Est. Cost $136.97 Unrealized -4.1%
UNG UNITED STS NAT GAS FD LP 0.0%
Value ($000) $286 Shares 16,425 Est. Cost $14.57 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $282 Shares 5,525 Est. Cost $51.05 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $280 Shares 7,216 Est. Cost $33.38 Unrealized +4.7%
DLN WISDOMTREE TR 0.0%
Value ($000) $278 Shares 3,820 Est. Cost $67.53 Unrealized
KEY KEYCORP 0.0%
Value ($000) $276 Shares 19,454 Est. Cost $9.16 Unrealized +46.4%
SAP SAP SE 0.0%
Value ($000) $276 Shares 1,370 Est. Cost $158.65 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $276 Shares 4,084 Est. Cost $67.55 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $275 Shares 17,900 Est. Cost $16.07 Unrealized +11.5%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $273 Shares 23,666 Est. Cost $9.22 Unrealized +6.2%
WRB BERKLEY W R CORP 0.0%
Value ($000) $271 Shares 3,443 Est. Cost $51.01 Unrealized 0.0%
ZEUS OLYMPIC STEEL INC 0.0%
Value ($000) $269 Shares 6,000 Est. Cost $46.92 Unrealized +21.8%
TRI THOMSON REUTERS CORP. 0.0%
Value ($000) $267 Shares 1,582 Est. Cost $128.15 Unrealized +23.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $266 Shares 4,100 Est. Cost $56.39 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $266 Shares 864 Est. Cost $296.08 Unrealized 0.0%
HUN HUNTSMAN CORP 0.0%
Value ($000) $265 Shares 11,650 Est. Cost $27.20 Unrealized -10.4%
MARATHON OIL CORP 0.0%
Value ($000) $265 Shares 9,245 Est. Cost $26.75 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $264 Shares 1,815 Est. Cost $123.85 Unrealized +9.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $263 Shares 1,926 Est. Cost $164.38 Unrealized -11.1%
VLTO VERALTO CORP 0.0%
Value ($000) $261 Shares 2,739 Est. Cost $73.75 Unrealized +28.7%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $260 Shares 6,371 Est. Cost $39.95 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $259 Shares 3,381 Est. Cost $75.69 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $258 Shares 4,028 Est. Cost $77.04 Unrealized -8.6%
MAINSTAY CBRE GBL INFRSTR ME 0.0%
Value ($000) $256 Shares 20,000 Est. Cost $13.65 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $256 Shares 2,902 Est. Cost $84.37 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $255 Shares 2,110 Est. Cost $120.74 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $254 Shares 5,326 Est. Cost $47.64 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $253 Shares 2,293 Est. Cost $110.02 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $253 Shares 5,416 Est. Cost $41.14 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $253 Shares 3,622 Est. Cost $68.06 Unrealized +2.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $252 Shares 1,380 Est. Cost $182.52 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.0%
Value ($000) $252 Shares 12,948 Est. Cost $18.58 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $251 Shares 4,000 Est. Cost $62.12 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $250 Shares 20,081 Est. Cost $12.15 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $248 Shares 2,825 Est. Cost $82.62 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $247 Shares 2,754 Est. Cost $58.41 Unrealized +31.2%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $247 Shares 301 Est. Cost $946.05 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $246 Shares 1,253 Est. Cost $262.86 Unrealized -27.1%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $246 Shares 3,777 Est. Cost $50.46 Unrealized +25.3%
LEN LENNAR CORP 0.0%
Value ($000) $244 Shares 1,630 Est. Cost $117.27 Unrealized +26.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $244 Shares 1,774 Est. Cost $136.66 Unrealized +0.4%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $243 Shares 1,785 Est. Cost $136.30 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $243 Shares 4,875 Est. Cost $42.74 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $242 Shares 922 Est. Cost $224.15 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $242 Shares 3,083 Est. Cost $76.36 Unrealized 0.0%
INFY INFOSYS LTD 0.0%
Value ($000) $238 Shares 12,800 Est. Cost $18.01 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $238 Shares 1,839 Est. Cost $107.90 Unrealized +20.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 1,632 Est. Cost $145.77 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $237 Shares 9,990 Est. Cost $23.83 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $236 Shares 4,099 Est. Cost $57.61 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $235 Shares 4,271 Est. Cost $60.25 Unrealized -6.0%
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $234 Shares 8,687 Est. Cost $26.92 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $233 Shares 882 Est. Cost $264.33 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $232 Shares 4,000 Est. Cost $53.48 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 1,535 Est. Cost $150.43 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $230 Shares 4,187 Est. Cost $78.15 Unrealized
KRANESHARES TRUST 0.0%
Value ($000) $230 Shares 17,836 Est. Cost $13.87 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $229 Shares 4,269 Est. Cost $38.98 Unrealized +30.1%
IWD ISHARES TR 0.0%
Value ($000) $229 Shares 1,311 Est. Cost $174.53 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $225 Shares 5,975 Est. Cost $33.66 Unrealized
RELX RELX PLC 0.0%
Value ($000) $225 Shares 4,897 Est. Cost $43.29 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $224 Shares 2,871 Est. Cost $75.54 Unrealized 0.0%
QUAL ISHARES TR 0.0%
Value ($000) $223 Shares 1,307 Est. Cost $164.35 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $223 Shares 1,985 Est. Cost $112.40 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $220 Shares 1,604 Est. Cost $137.22 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $216 Shares 2,200 Est. Cost $101.50 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $215 Shares 1,294 Est. Cost $162.46 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $213 Shares 2,184 Est. Cost $90.22 Unrealized 0.0%
IMVP INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $210 Shares 7,194 Est. Cost $29.23 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $210 Shares 2,400 Est. Cost $72.94 Unrealized +14.6%
GOVT ISHARES TR 0.0%
Value ($000) $210 Shares 9,298 Est. Cost $22.77 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $209 Shares 2,384 Est. Cost $80.99 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $209 Shares 1,309 Est. Cost $161.46 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $208 Shares 127,270 Est. Cost $4.25 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $208 Shares 794 Est. Cost $269.89 Unrealized -2.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $204 Shares 27,415 Est. Cost $10.31 Unrealized -22.3%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $204 Shares 992 Est. Cost $199.76 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $203 Shares 900 Est. Cost $218.00 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $203 Shares 2,030 Est. Cost $99.89 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $202 Shares 10,184 Est. Cost $17.73 Unrealized 0.0%
IYF ISHARES TR 0.0%
Value ($000) $202 Shares 2,139 Est. Cost $94.57 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $202 Shares 51 Est. Cost $3654.84 Unrealized 0.0%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $195 Shares 76,000 Est. Cost $8.86 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.0%
Value ($000) $162 Shares 10,790 Est. Cost $12.43 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $106 Shares 10,025 Est. Cost $10.58 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.0%
Value ($000) $103 Shares 15,000 Est. Cost $5.95 Unrealized +3.8%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $95 Shares 11,600 Est. Cost $8.85 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $84 Shares 12,000 Est. Cost $12.89 Unrealized -36.5%
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $57 Shares 10,000 Est. Cost $10.38 Unrealized -49.3%
ABRDN EMRG MKTS EQTY INCM FD 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $5.15 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $4.12 Unrealized -50.2%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $20 Shares 13,100 Est. Cost $4.39 Unrealized
FIBROGEN INC 0.0%
Value ($000) $13 Shares 14,900 Est. Cost $2.70 Unrealized