DAYMARK WEALTH PARTNERS, LLC Diversified Active

CIK: 0001956824 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $2,362,343 (100.0% shares, 0.0% debt)

Holdings (512)

AAPL APPLE INC 7.5%
Value ($000) $177,486 Shares 897,159 Est. Cost $167.00 Unrealized +32.9%
NVDA NVIDIA CORPORATION 5.7%
Value ($000) $133,654 Shares 1,100,577 Est. Cost $92.95 Unrealized +27.0%
MSFT MICROSOFT CORP 5.4%
Value ($000) $128,060 Shares 392,386 Est. Cost $296.04 Unrealized +42.9%
PG PROCTER AND GAMBLE CO 3.5%
Value ($000) $83,483 Shares 600,318 Est. Cost $135.51 Unrealized +21.2%
VOO VANGUARD INDEX FDS 2.8%
Value ($000) $65,237 Shares 123,633 Est. Cost $434.12 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $58,543 Shares 413,655 Est. Cost $139.51 Unrealized +30.8%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $53,237 Shares 352,000 Est. Cost $133.65 Unrealized +53.4%
GOOGL ALPHABET INC 2.1%
Value ($000) $48,478 Shares 292,298 Est. Cost $113.94 Unrealized +46.3%
PGR PROGRESSIVE CORP 1.9%
Value ($000) $44,706 Shares 176,173 Est. Cost $123.47 Unrealized +73.4%
AMGN AMGEN INC 1.8%
Value ($000) $43,007 Shares 231,172 Est. Cost $234.70 Unrealized +33.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $29,574 Shares 300,753 Est. Cost $151.66 Unrealized +0.7%
HD HOME DEPOT INC 1.2%
Value ($000) $28,273 Shares 179,505 Est. Cost $296.05 Unrealized +19.1%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $28,146 Shares 240,112 Est. Cost $100.23 Unrealized +9.8%
AVGO BROADCOM INC 1.1%
Value ($000) $25,471 Shares 147,659 Est. Cost $147.41 Unrealized +7.2%
USB US BANCORP DEL 1.1%
Value ($000) $25,314 Shares 553,549 Est. Cost $36.42 Unrealized +12.9%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $25,086 Shares 213,018 Est. Cost $132.88 Unrealized +42.2%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $22,550 Shares 25,436 Est. Cost $555.47 Unrealized +55.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $22,517 Shares 48,922 Est. Cost $343.13 Unrealized +28.9%
QCOM QUALCOMM INC 0.9%
Value ($000) $21,093 Shares 124,039 Est. Cost $108.77 Unrealized +57.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $21,053 Shares 173,760 Est. Cost $87.65 Unrealized +26.7%
JAVA J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $20,907 Shares 326,323 Est. Cost $56.02 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $20,885 Shares 271,657 Est. Cost $53.57 Unrealized
V VISA INC 0.9%
Value ($000) $20,756 Shares 175,126 Est. Cost $225.36 Unrealized +18.8%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $20,530 Shares 35,781 Est. Cost $501.66 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $20,250 Shares 323,122 Est. Cost $59.67 Unrealized
FTNT FORTINET INC 0.8%
Value ($000) $19,667 Shares 253,607 Est. Cost $63.55 Unrealized +7.5%
BBIN J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $19,292 Shares 306,168 Est. Cost $55.59 Unrealized
CRM SALESFORCE INC 0.8%
Value ($000) $19,287 Shares 175,080 Est. Cost $197.19 Unrealized +28.7%
CALF PACER FDS TR 0.8%
Value ($000) $18,588 Shares 399,571 Est. Cost $48.39 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $18,280 Shares 109,335 Est. Cost $117.78 Unrealized +42.8%
KELLOGG CO 0.8%
Value ($000) $17,865 Shares 221,350 Est. Cost $57.22 Unrealized +19.5%
ORCL ORACLE CORP 0.7%
Value ($000) $16,854 Shares 98,906 Est. Cost $103.14 Unrealized +38.7%
VB VANGUARD INDEX FDS 0.7%
Value ($000) $16,626 Shares 70,091 Est. Cost $199.78 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $16,151 Shares 401,589 Est. Cost $46.72 Unrealized +0.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $16,097 Shares 270,489 Est. Cost $56.22 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $15,885 Shares 96,811 Est. Cost $68.26 Unrealized +122.6%
ABBV ABBVIE INC 0.7%
Value ($000) $15,640 Shares 79,200 Est. Cost $146.73 Unrealized +21.8%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $15,060 Shares 23,836 Est. Cost $344.39 Unrealized +62.7%
PEP PEPSICO INC 0.6%
Value ($000) $14,541 Shares 85,509 Est. Cost $164.35 Unrealized -0.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $14,233 Shares 133,534 Est. Cost $315.81 Unrealized +50.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $14,028 Shares 192,587 Est. Cost $145.46 Unrealized -3.8%
MMM 3M CO 0.6%
Value ($000) $13,617 Shares 217,745 Est. Cost $83.86 Unrealized +42.1%
NCPB NUSHARES ETF TR 0.5%
Value ($000) $12,470 Shares 480,830 Est. Cost $25.20 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $12,155 Shares 111,178 Est. Cost $106.73 Unrealized
WMT WALMART INC 0.5%
Value ($000) $12,085 Shares 149,659 Est. Cost $55.46 Unrealized +30.7%
JCPB J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $11,917 Shares 247,038 Est. Cost $46.80 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $11,683 Shares 221,819 Est. Cost $99.51 Unrealized +13.5%
BBHY J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $11,567 Shares 244,235 Est. Cost $45.22 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $11,463 Shares 187,486 Est. Cost $55.85 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $11,234 Shares 242,171 Est. Cost $45.45 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $10,383 Shares 11,720 Est. Cost $421.63 Unrealized +111.2%
IWM ISHARES TR 0.4%
Value ($000) $9,933 Shares 44,970 Est. Cost $197.56 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $9,898 Shares 75,295 Est. Cost $93.38 Unrealized +37.5%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $9,870 Shares 72,395 Est. Cost $145.58 Unrealized -17.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $9,832 Shares 136,943 Est. Cost $267.10 Unrealized -0.2%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $9,765 Shares 25,584 Est. Cost $234.23 Unrealized +47.3%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $9,661 Shares 246,954 Est. Cost $51.47 Unrealized -18.1%
TGT TARGET CORP 0.4%
Value ($000) $9,653 Shares 61,934 Est. Cost $125.61 Unrealized +12.3%
KO COCA COLA CO 0.4%
Value ($000) $9,199 Shares 224,656 Est. Cost $55.93 Unrealized +17.4%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $9,014 Shares 334,214 Est. Cost $24.49 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $8,925 Shares 33,829 Est. Cost $223.96 Unrealized
RNW RENEW ENERGY GLOBAL PLC 0.4%
Value ($000) $8,547 Shares 1,358,779 Est. Cost $5.98 Unrealized -0.8%
PFE PFIZER INC 0.4%
Value ($000) $8,463 Shares 292,421 Est. Cost $33.24 Unrealized -19.7%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $8,326 Shares 17,060 Est. Cost $329.77 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $8,294 Shares 31,703 Est. Cost $182.22 Unrealized +25.2%
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $8,031 Shares 230,843 Est. Cost $29.19 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $7,838 Shares 267,401 Est. Cost $31.20 Unrealized +23.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $7,774 Shares 270,142 Est. Cost $30.38 Unrealized +27.0%
STE STERIS PLC 0.3%
Value ($000) $7,330 Shares 30,222 Est. Cost $222.41 Unrealized +3.9%
META META PLATFORMS INC 0.3%
Value ($000) $7,321 Shares 12,788 Est. Cost $266.00 Unrealized +92.5%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $7,286 Shares 125,043 Est. Cost $49.76 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $7,226 Shares 25,056 Est. Cost $206.52 Unrealized +31.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $7,169 Shares 33,845 Est. Cost $127.04 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $7,159 Shares 36,310 Est. Cost $180.31 Unrealized
SJM SMUCKER J M CO 0.3%
Value ($000) $7,105 Shares 58,667 Est. Cost $130.35 Unrealized -14.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $7,056 Shares 131,662 Est. Cost $174.95 Unrealized +7.7%
PPG PPG INDS INC 0.3%
Value ($000) $6,870 Shares 51,861 Est. Cost $124.55 Unrealized -2.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $6,806 Shares 62,226 Est. Cost $84.44 Unrealized +24.4%
LOW LOWES COS INC 0.3%
Value ($000) $6,797 Shares 25,094 Est. Cost $195.30 Unrealized +20.9%
ETN EATON CORP PLC 0.3%
Value ($000) $6,661 Shares 20,098 Est. Cost $177.90 Unrealized +69.3%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $6,556 Shares 158,817 Est. Cost $38.10 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $6,543 Shares 179,856 Est. Cost $33.71 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $6,507 Shares 128,243 Est. Cost $50.23 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $6,346 Shares 25,748 Est. Cost $189.65 Unrealized +23.7%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $6,277 Shares 26,387 Est. Cost $195.41 Unrealized +15.0%
IVV ISHARES TR 0.3%
Value ($000) $6,186 Shares 10,724 Est. Cost $453.71 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $5,707 Shares 24,794 Est. Cost $163.74 Unrealized +34.4%
ABT ABBOTT LABS 0.2%
Value ($000) $5,703 Shares 50,023 Est. Cost $98.41 Unrealized +8.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $5,703 Shares 90,697 Est. Cost $73.56 Unrealized -25.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $5,627 Shares 9,878 Est. Cost $526.91 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $5,596 Shares 137,855 Est. Cost $36.78 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $5,555 Shares 151,759 Est. Cost $87.80 Unrealized +3.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $5,452 Shares 92,077 Est. Cost $47.97 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $5,308 Shares 317,225 Est. Cost $32.61 Unrealized -23.7%
KR KROGER CO 0.2%
Value ($000) $5,301 Shares 92,506 Est. Cost $44.19 Unrealized +18.0%
XT ISHARES TR 0.2%
Value ($000) $5,247 Shares 86,190 Est. Cost $47.66 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $5,038 Shares 62,593 Est. Cost $55.43 Unrealized +23.6%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $4,961 Shares 104,400 Est. Cost $46.29 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $4,932 Shares 24,410 Est. Cost $133.62 Unrealized +51.4%
MTB M & T BK CORP 0.2%
Value ($000) $4,833 Shares 27,132 Est. Cost $128.98 Unrealized +23.4%
DHR DANAHER CORPORATION 0.2%
Value ($000) $4,828 Shares 17,366 Est. Cost $229.20 Unrealized +14.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $4,734 Shares 9,142 Est. Cost $431.17 Unrealized +27.2%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $4,469 Shares 38,760 Est. Cost $86.92 Unrealized +21.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,204 Shares 21,168 Est. Cost $422.33 Unrealized +22.3%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $4,181 Shares 22,173 Est. Cost $91.47 Unrealized +83.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $4,181 Shares 74,015 Est. Cost $40.50 Unrealized +35.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,147 Shares 6 Est. Cost $540802.44 Unrealized +22.8%
PYLD PIMCO ETF TR 0.2%
Value ($000) $4,092 Shares 153,550 Est. Cost $25.74 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $4,008 Shares 116,667 Est. Cost $470.22 Unrealized +16.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $4,002 Shares 77,350 Est. Cost $58.61 Unrealized -25.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,998 Shares 8,097 Est. Cost $389.54 Unrealized +18.5%
IEI ISHARES TR 0.2%
Value ($000) $3,990 Shares 33,363 Est. Cost $116.01 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $3,986 Shares 10,383 Est. Cost $354.59 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $3,885 Shares 115,638 Est. Cost $28.46 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $3,843 Shares 6,552 Est. Cost $564.11 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $3,831 Shares 42,553 Est. Cost $74.99 Unrealized +7.8%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $3,804 Shares 77,870 Est. Cost $29.36 Unrealized +50.5%
PWR QUANTA SVCS INC 0.2%
Value ($000) $3,741 Shares 12,549 Est. Cost $144.71 Unrealized +82.4%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $3,632 Shares 28,332 Est. Cost $117.30 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $3,582 Shares 37,413 Est. Cost $92.57 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,552 Shares 42,024 Est. Cost $69.48 Unrealized +7.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $3,452 Shares 7,027 Est. Cost $263.87 Unrealized +76.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $3,390 Shares 128,360 Est. Cost $258.76 Unrealized +30.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $3,351 Shares 6,346 Est. Cost $436.43 Unrealized +9.5%
SO SOUTHERN CO 0.1%
Value ($000) $3,331 Shares 36,936 Est. Cost $65.91 Unrealized +23.9%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $3,327 Shares 51,327 Est. Cost $72.33 Unrealized -10.8%
VCR VANGUARD WORLD FD 0.1%
Value ($000) $3,316 Shares 9,741 Est. Cost $312.33 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $3,298 Shares 39,430 Est. Cost $73.62 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $3,224 Shares 6,760 Est. Cost $344.14 Unrealized +30.2%
J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,211 Shares 65,955 Est. Cost $47.81 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $3,206 Shares 27,877 Est. Cost $93.85 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $3,173 Shares 71,553 Est. Cost $35.85 Unrealized +11.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $3,098 Shares 19,954 Est. Cost $130.63 Unrealized +11.6%
CTAS CINTAS CORP 0.1%
Value ($000) $3,036 Shares 14,748 Est. Cost $173.92 Unrealized +9.7%
DE DEERE & CO 0.1%
Value ($000) $2,980 Shares 7,140 Est. Cost $383.17 Unrealized -3.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,972 Shares 24,483 Est. Cost $86.15 Unrealized +27.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $2,910 Shares 99,961 Est. Cost $28.29 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $2,897 Shares 18,921 Est. Cost $94.00 Unrealized +42.2%
FDX FEDEX CORP 0.1%
Value ($000) $2,834 Shares 10,355 Est. Cost $201.24 Unrealized +39.8%
AFL AFLAC INC 0.1%
Value ($000) $2,728 Shares 24,401 Est. Cost $63.77 Unrealized +54.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $2,710 Shares 8,967 Est. Cost $227.29 Unrealized +26.1%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,665 Shares 14,875 Est. Cost $162.48 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2,661 Shares 29,311 Est. Cost $77.78 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $2,652 Shares 19,484 Est. Cost $94.86 Unrealized +31.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,608 Shares 31,101 Est. Cost $71.34 Unrealized +2.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $2,577 Shares 9,312 Est. Cost $216.81 Unrealized +16.9%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $2,570 Shares 160,131 Est. Cost $15.84 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2,503 Shares 24,109 Est. Cost $71.80 Unrealized +37.8%
CTVA CORTEVA INC 0.1%
Value ($000) $2,438 Shares 41,472 Est. Cost $54.99 Unrealized -2.2%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,429 Shares 196,656 Est. Cost $11.22 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $2,403 Shares 8,569 Est. Cost $314.59 Unrealized -9.7%
AGG ISHARES TR 0.1%
Value ($000) $2,379 Shares 23,492 Est. Cost $96.75 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $2,338 Shares 12,646 Est. Cost $140.68 Unrealized +19.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $2,336 Shares 6,467 Est. Cost $252.53 Unrealized +34.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $2,326 Shares 9,358 Est. Cost $218.01 Unrealized +6.9%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $2,309 Shares 8,769 Est. Cost $213.53 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $2,286 Shares 7,061 Est. Cost $230.61 Unrealized +24.9%
NOBL PROSHARES TR 0.1%
Value ($000) $2,254 Shares 21,116 Est. Cost $95.87 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $2,222 Shares 7,848 Est. Cost $259.78 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,203 Shares 55,528 Est. Cost $33.16 Unrealized +16.9%
NTAP NETAPP INC 0.1%
Value ($000) $2,164 Shares 17,518 Est. Cost $65.07 Unrealized +86.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,153 Shares 6,091 Est. Cost $276.43 Unrealized +16.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $2,142 Shares 18,226 Est. Cost $88.13 Unrealized +27.9%
VCTR VICTORY CAP HLDGS INC 0.1%
Value ($000) $2,133 Shares 38,500 Est. Cost $29.41 Unrealized +68.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,117 Shares 17,689 Est. Cost $101.33 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $1,988 Shares 30,767 Est. Cost $64.64 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,986 Shares 31,525 Est. Cost $58.90 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $1,966 Shares 11,167 Est. Cost $83.78 Unrealized +101.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,943 Shares 9,408 Est. Cost $161.76 Unrealized +19.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $1,902 Shares 11,838 Est. Cost $106.43 Unrealized +42.5%
UITB VICTORY PORTFOLIOS II 0.1%
Value ($000) $1,877 Shares 39,154 Est. Cost $46.36 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,871 Shares 35,427 Est. Cost $48.12 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,842 Shares 12,970 Est. Cost $127.80 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,818 Shares 9,307 Est. Cost $161.60 Unrealized +12.2%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $1,811 Shares 23,335 Est. Cost $54.62 Unrealized +26.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $1,808 Shares 2,169 Est. Cost $691.26 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,806 Shares 12,696 Est. Cost $118.80 Unrealized +13.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,800 Shares 101,287 Est. Cost $158.74 Unrealized +54.4%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $1,773 Shares 7,934 Est. Cost $199.50 Unrealized +8.4%
IJH ISHARES TR 0.1%
Value ($000) $1,754 Shares 28,144 Est. Cost $93.55 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $1,754 Shares 17,750 Est. Cost $81.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,727 Shares 36,085 Est. Cost $42.23 Unrealized
CBT CABOT CORP 0.1%
Value ($000) $1,714 Shares 15,332 Est. Cost $69.90 Unrealized +38.3%
IWR ISHARES TR 0.1%
Value ($000) $1,679 Shares 19,047 Est. Cost $71.38 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $1,610 Shares 12,326 Est. Cost $106.95 Unrealized +9.8%
ITOT ISHARES TR 0.1%
Value ($000) $1,592 Shares 12,672 Est. Cost $106.58 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,578 Shares 2,225 Est. Cost $42.67 Unrealized +56.7%
MPLX MPLX LP 0.1%
Value ($000) $1,552 Shares 34,908 Est. Cost $42.81 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,522 Shares 29,828 Est. Cost $35.96 Unrealized +26.6%
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,520 Shares 29,640 Est. Cost $50.79 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,505 Shares 5,745 Est. Cost $211.14 Unrealized +12.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,495 Shares 8,563 Est. Cost $149.43 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,482 Shares 28,997 Est. Cost $50.60 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,455 Shares 5,975 Est. Cost $206.24 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,448 Shares 21,960 Est. Cost $70.80 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $1,435 Shares 5,628 Est. Cost $162.33 Unrealized +18.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,427 Shares 5,536 Est. Cost $227.18 Unrealized +5.7%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $1,400 Shares 95,229 Est. Cost $9.69 Unrealized +38.6%
FXO FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,397 Shares 27,324 Est. Cost $41.00 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,396 Shares 25,417 Est. Cost $52.02 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1,396 Shares 15,182 Est. Cost $88.11 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1,381 Shares 11,237 Est. Cost $108.21 Unrealized +11.3%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1,367 Shares 12,777 Est. Cost $137.74 Unrealized -27.0%
PULS PGIM ETF TR 0.1%
Value ($000) $1,363 Shares 27,379 Est. Cost $49.59 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,361 Shares 12,929 Est. Cost $101.63 Unrealized +3.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,333 Shares 8,181 Est. Cost $116.34 Unrealized +40.9%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,327 Shares 8,863 Est. Cost $94.73 Unrealized +47.6%
DEO DIAGEO PLC 0.1%
Value ($000) $1,324 Shares 9,432 Est. Cost $162.41 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,309 Shares 28,544 Est. Cost $39.64 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,297 Shares 17,568 Est. Cost $70.03 Unrealized -6.3%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $1,292 Shares 26,263 Est. Cost $62.92 Unrealized -31.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,289 Shares 1,591 Est. Cost $657.21 Unrealized +8.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $1,284 Shares 32,860 Est. Cost $42.16 Unrealized -6.2%
KLG WK KELLOGG CO 0.1%
Value ($000) $1,269 Shares 74,175 Est. Cost $13.14 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $1,268 Shares 7,779 Est. Cost $99.91 Unrealized +49.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,266 Shares 2,450 Est. Cost $343.70 Unrealized +42.5%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $1,255 Shares 32,807 Est. Cost $39.66 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,252 Shares 12,839 Est. Cost $88.98 Unrealized -6.9%
LAM RESEARCH CORP 0.1%
Value ($000) $1,248 Shares 1,529 Est. Cost $899.42 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $1,244 Shares 9,271 Est. Cost $102.61 Unrealized +18.8%
BA BOEING CO 0.1%
Value ($000) $1,234 Shares 112,424 Est. Cost $217.34 Unrealized -21.1%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,233 Shares 20,817 Est. Cost $54.14 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,230 Shares 7,084 Est. Cost $121.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,230 Shares 6,212 Est. Cost $174.65 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,216 Shares 5,857 Est. Cost $161.55 Unrealized +26.4%
RPM RPM INTL INC 0.1%
Value ($000) $1,190 Shares 9,831 Est. Cost $95.71 Unrealized +20.9%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,187 Shares 49,562 Est. Cost $24.60 Unrealized -4.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,185 Shares 16,089 Est. Cost $58.72 Unrealized +14.4%
NKE NIKE INC 0.0%
Value ($000) $1,152 Shares 109,926 Est. Cost $98.80 Unrealized -23.1%
IEFA ISHARES TR 0.0%
Value ($000) $1,152 Shares 14,754 Est. Cost $67.12 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,144 Shares 33,119 Est. Cost $31.87 Unrealized +4.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $1,118 Shares 2,150 Est. Cost $483.19 Unrealized +7.8%
IJJ ISHARES TR 0.0%
Value ($000) $1,113 Shares 9,007 Est. Cost $113.46 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,090 Shares 26,102 Est. Cost $34.63 Unrealized +9.0%
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,078 Shares 24,731 Est. Cost $37.23 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $1,065 Shares 10,505 Est. Cost $100.48 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $1,054 Shares 7,557 Est. Cost $128.42 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $1,053 Shares 2,709 Est. Cost $183.06 Unrealized +87.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,050 Shares 2,583 Est. Cost $238.54 Unrealized +51.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1,031 Shares 34,886 Est. Cost $25.04 Unrealized +7.3%
EQT EQT CORP 0.0%
Value ($000) $1,013 Shares 27,655 Est. Cost $33.40 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $1,013 Shares 49,698 Est. Cost $18.94 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $1,010 Shares 24,067 Est. Cost $38.04 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,005 Shares 16,794 Est. Cost $59.60 Unrealized
BETR BETTER HOME & FINANCE HOLDIN 0.0%
Value ($000) $997 Shares 55,990 Est. Cost $21.28 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $995 Shares 7,370 Est. Cost $112.32 Unrealized +24.1%
DOW DOW INC 0.0%
Value ($000) $990 Shares 135,917 Est. Cost $46.19 Unrealized +3.7%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $985 Shares 7,497 Est. Cost $113.83 Unrealized +5.6%
FTV FORTIVE CORP 0.0%
Value ($000) $978 Shares 12,393 Est. Cost $56.96 Unrealized -4.0%
HUBB HUBBELL INC 0.0%
Value ($000) $972 Shares 2,269 Est. Cost $375.78 Unrealized +0.5%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $967 Shares 18,975 Est. Cost $50.66 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $961 Shares 19,979 Est. Cost $63.65 Unrealized -31.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $955 Shares 40,811 Est. Cost $17.78 Unrealized +22.8%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $935 Shares 17,162 Est. Cost $51.37 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $921 Shares 3,962 Est. Cost $185.25 Unrealized +13.8%
GSK GSK PLC 0.0%
Value ($000) $913 Shares 22,340 Est. Cost $38.50 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $904 Shares 3,540 Est. Cost $153.69 Unrealized +56.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $901 Shares 2,129 Est. Cost $391.13 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $899 Shares 15,403 Est. Cost $56.11 Unrealized -4.1%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $892 Shares 11,875 Est. Cost $72.62 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $888 Shares 5,165 Est. Cost $154.13 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $882 Shares 2,250 Est. Cost $351.02 Unrealized +6.3%
IGSB ISHARES TR 0.0%
Value ($000) $879 Shares 16,691 Est. Cost $50.15 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $873 Shares 3,358 Est. Cost $238.35 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $872 Shares 14,970 Est. Cost $54.76 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $871 Shares 14,579 Est. Cost $67.71 Unrealized -14.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $870 Shares 3,242 Est. Cost $278.76 Unrealized -6.9%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $856 Shares 19,741 Est. Cost $41.49 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $842 Shares 4,823 Est. Cost $119.94 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $832 Shares 14,716 Est. Cost $46.21 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $831 Shares 7,633 Est. Cost $97.22 Unrealized +5.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $818 Shares 10,485 Est. Cost $73.62 Unrealized -9.4%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $803 Shares 8,063 Est. Cost $80.60 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $802 Shares 8,231 Est. Cost $77.46 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $801 Shares 16,992 Est. Cost $44.48 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $782 Shares 7,247 Est. Cost $127.38 Unrealized -15.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $781 Shares 7,515 Est. Cost $76.64 Unrealized +21.4%
PUSH PGIM ETF TR 0.0%
Value ($000) $775 Shares 15,337 Est. Cost $50.51 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $771 Shares 2,232 Est. Cost $260.25 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $762 Shares 6,402 Est. Cost $126.72 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $757 Shares 729 Est. Cost $632.17 Unrealized +51.4%
TIP ISHARES TR 0.0%
Value ($000) $753 Shares 6,819 Est. Cost $106.91 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $750 Shares 5,553 Est. Cost $120.26 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $748 Shares 5,147 Est. Cost $138.20 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $744 Shares 3,877 Est. Cost $185.47 Unrealized +3.4%
HDV ISHARES TR 0.0%
Value ($000) $738 Shares 6,279 Est. Cost $108.70 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $719 Shares 8,955 Est. Cost $77.30 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $714 Shares 6,633 Est. Cost $97.27 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $714 Shares 24,563 Est. Cost $27.56 Unrealized
USTB VICTORY PORTFOLIOS II 0.0%
Value ($000) $713 Shares 14,033 Est. Cost $49.35 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $708 Shares 2,044 Est. Cost $263.28 Unrealized +27.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $694 Shares 3,073 Est. Cost $164.97 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $692 Shares 6,129 Est. Cost $106.95 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $686 Shares 11,878 Est. Cost $50.13 Unrealized +2.1%
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $682 Shares 11,349 Est. Cost $50.83 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $664 Shares 742 Est. Cost $133.24 Unrealized +23.4%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $660 Shares 1,801 Est. Cost $246.49 Unrealized +25.9%
MCK MCKESSON CORP 0.0%
Value ($000) $655 Shares 1,326 Est. Cost $507.93 Unrealized +8.9%
UNILEVER PLC 0.0%
Value ($000) $654 Shares 10,063 Est. Cost $52.50 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $649 Shares 18,347 Est. Cost $30.70 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $644 Shares 23,119 Est. Cost $27.49 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $633 Shares 2,125 Est. Cost $261.60 Unrealized +0.6%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $621 Shares 6,715 Est. Cost $83.67 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $621 Shares 5,495 Est. Cost $103.98 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $618 Shares 9,513 Est. Cost $94.84 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $610 Shares 2,162 Est. Cost $273.67 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $606 Shares 14,450 Est. Cost $44.64 Unrealized -4.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $604 Shares 107,134 Est. Cost $159.89 Unrealized +34.7%
VTRS VIATRIS INC 0.0%
Value ($000) $601 Shares 51,741 Est. Cost $8.77 Unrealized +23.3%
HUM HUMANA INC 0.0%
Value ($000) $591 Shares 1,865 Est. Cost $356.06 Unrealized -2.0%
T AT&T INC 0.0%
Value ($000) $585 Shares 26,572 Est. Cost $15.69 Unrealized +19.7%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $577 Shares 10,198 Est. Cost $51.72 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $575 Shares 3,446 Est. Cost $137.27 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $564 Shares 6,279 Est. Cost $79.74 Unrealized +1.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $563 Shares 8,527 Est. Cost $76.86 Unrealized -5.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $560 Shares 6,285 Est. Cost $27.99 Unrealized +17.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $557 Shares 5,936 Est. Cost $80.07 Unrealized +4.6%
ROYCE VALUE TR INC 0.0%
Value ($000) $555 Shares 35,362 Est. Cost $13.72 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $552 Shares 21,270 Est. Cost $24.57 Unrealized -3.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $550 Shares 13,545 Est. Cost $31.89 Unrealized +11.4%
IYW ISHARES TR 0.0%
Value ($000) $549 Shares 3,623 Est. Cost $150.49 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $548 Shares 7,287 Est. Cost $45.61 Unrealized +54.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $541 Shares 2,227 Est. Cost $187.05 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $538 Shares 3,854 Est. Cost $119.67 Unrealized +8.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $535 Shares 1,566 Est. Cost $99.94 Unrealized +68.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $532 Shares 3,639 Est. Cost $134.75 Unrealized +1.9%
COHEN & STEERS SELECT PFD & 0.0%
Value ($000) $530 Shares 24,700 Est. Cost $20.28 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $528 Shares 2,752 Est. Cost $228.75 Unrealized -18.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $525 Shares 5,041 Est. Cost $80.23 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $523 Shares 4,246 Est. Cost $87.26 Unrealized +25.1%
ARHS ARHAUS INC 0.0%
Value ($000) $517 Shares 42,000 Est. Cost $9.24 Unrealized +46.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $517 Shares 7,597 Est. Cost $68.02 Unrealized -11.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $504 Shares 5,532 Est. Cost $61.81 Unrealized +31.8%
MS MORGAN STANLEY 0.0%
Value ($000) $504 Shares 4,834 Est. Cost $91.75 Unrealized +5.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $502 Shares 7,198 Est. Cost $60.69 Unrealized -0.9%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $496 Shares 8,689 Est. Cost $45.71 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $488 Shares 424 Est. Cost $65.34 Unrealized +12.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $482 Shares 23,000 Est. Cost $15.33 Unrealized +18.9%
BP BP PLC 0.0%
Value ($000) $481 Shares 15,330 Est. Cost $35.40 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $477 Shares 24,837 Est. Cost $19.20 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $474 Shares 6,599 Est. Cost $40.03 Unrealized +59.5%
SHY ISHARES TR 0.0%
Value ($000) $472 Shares 5,672 Est. Cost $81.45 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $469 Shares 3,488 Est. Cost $98.95 Unrealized +17.5%
SRE SEMPRA 0.0%
Value ($000) $469 Shares 5,610 Est. Cost $68.73 Unrealized +11.1%
SAIC SCIENCE APPLICATIONS INTL CORP 0.0%
Value ($000) $466 Shares 3,347 Est. Cost $105.34 Unrealized +19.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $463 Shares 9,274 Est. Cost $36.24 Unrealized +22.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $462 Shares 5,924 Est. Cost $71.57 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $458 Shares 8,774 Est. Cost $43.21 Unrealized +10.2%
TTC TORO CO 0.0%
Value ($000) $458 Shares 5,284 Est. Cost $91.91 Unrealized -2.2%
SYY SYSCO CORP 0.0%
Value ($000) $457 Shares 5,851 Est. Cost $72.72 Unrealized -0.8%
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $454 Shares 21,234 Est. Cost $21.37 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $453 Shares 5,090 Est. Cost $35.01 Unrealized +113.4%
IEMG ISHARES INC 0.0%
Value ($000) $446 Shares 7,777 Est. Cost $50.00 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $446 Shares 1,145 Est. Cost $449.14 Unrealized -16.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $439 Shares 709 Est. Cost $562.30 Unrealized +4.8%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $437 Shares 8,396 Est. Cost $50.52 Unrealized +0.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $436 Shares 23,584 Est. Cost $13.14 Unrealized +28.9%
FDS BLACKSTONE INC 0.0%
Value ($000) $433 Shares 942 Est. Cost $404.52 Unrealized +3.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $432 Shares 920 Est. Cost $309.33 Unrealized +37.9%
IOO ISHARES TR 0.0%
Value ($000) $430 Shares 4,335 Est. Cost $75.64 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $429 Shares 1,605 Est. Cost $251.88 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $428 Shares 1,721 Est. Cost $170.71 Unrealized +34.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $427 Shares 3,261 Est. Cost $103.66 Unrealized +14.9%
SSO PROSHARES TR 0.0%
Value ($000) $426 Shares 4,720 Est. Cost $63.58 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $425 Shares 4,422 Est. Cost $83.51 Unrealized +1.3%
OC OWENS CORNING NEW 0.0%
Value ($000) $423 Shares 2,394 Est. Cost $119.43 Unrealized +41.0%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $423 Shares 1,934 Est. Cost $203.03 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $421 Shares 10,875 Est. Cost $37.05 Unrealized -4.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $420 Shares 9,272 Est. Cost $39.21 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $411 Shares 31,397 Est. Cost $11.64 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $408 Shares 4,072 Est. Cost $50.26 Unrealized +79.0%
MET METLIFE INC 0.0%
Value ($000) $408 Shares 4,942 Est. Cost $68.14 Unrealized +5.5%
IJR ISHARES TR 0.0%
Value ($000) $408 Shares 3,485 Est. Cost $106.65 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $406 Shares 1,080 Est. Cost $366.33 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $404 Shares 1,677 Est. Cost $232.81 Unrealized -2.2%
BBSC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $395 Shares 5,860 Est. Cost $56.93 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $392 Shares 21,676 Est. Cost $18.10 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $392 Shares 12,953 Est. Cost $26.56 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $391 Shares 4,566 Est. Cost $77.63 Unrealized +4.9%
IWV ISHARES TR 0.0%
Value ($000) $388 Shares 1,188 Est. Cost $308.67 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $386 Shares 16,701 Est. Cost $22.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $386 Shares 4,563 Est. Cost $84.53 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $384 Shares 2,205 Est. Cost $198.87 Unrealized -10.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $384 Shares 3,685 Est. Cost $85.05 Unrealized +11.0%
LEN LENNAR CORP 0.0%
Value ($000) $377 Shares 2,009 Est. Cost $126.13 Unrealized +30.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $374 Shares 804 Est. Cost $427.40 Unrealized +12.4%
XYL XYLEM INC 0.0%
Value ($000) $374 Shares 2,766 Est. Cost $108.88 Unrealized +20.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $373 Shares 355 Est. Cost $845.48 Unrealized +30.9%
IHI ISHARES TR 0.0%
Value ($000) $369 Shares 6,238 Est. Cost $58.42 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $367 Shares 3,336 Est. Cost $103.81 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $365 Shares 34,593 Est. Cost $10.64 Unrealized -1.9%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $365 Shares 5,925 Est. Cost $44.80 Unrealized +21.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $363 Shares 6,542 Est. Cost $55.53 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $362 Shares 2,237 Est. Cost $99.55 Unrealized +47.5%
PTRB PGIM ETF TR 0.0%
Value ($000) $351 Shares 8,190 Est. Cost $41.57 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $350 Shares 1,745 Est. Cost $186.33 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $348 Shares 15,059 Est. Cost $18.19 Unrealized +8.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $348 Shares 2,134 Est. Cost $136.97 Unrealized +3.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $346 Shares 4,278 Est. Cost $56.46 Unrealized +42.4%
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $346 Shares 4,306 Est. Cost $54.53 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $343 Shares 1,320 Est. Cost $259.98 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $341 Shares 3,134 Est. Cost $98.25 Unrealized 0.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $340 Shares 217 Est. Cost $1371.39 Unrealized +14.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $337 Shares 80 Est. Cost $3705.30 Unrealized +2.4%
CALAMOS DYNAMIC CONV & INCOM 0.0%
Value ($000) $335 Shares 13,200 Est. Cost $21.27 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $328 Shares 5,063 Est. Cost $54.11 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $325 Shares 2,734 Est. Cost $58.41 Unrealized +74.7%
IWD ISHARES TR 0.0%
Value ($000) $321 Shares 1,693 Est. Cost $177.99 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $317 Shares 2,895 Est. Cost $92.57 Unrealized +7.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $317 Shares 1,673 Est. Cost $163.94 Unrealized +5.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $317 Shares 2,616 Est. Cost $106.90 Unrealized +3.4%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $317 Shares 23,666 Est. Cost $9.22 Unrealized +28.8%
SAP SAP SE 0.0%
Value ($000) $316 Shares 1,378 Est. Cost $158.65 Unrealized
KEY KEYCORP 0.0%
Value ($000) $315 Shares 18,805 Est. Cost $9.16 Unrealized +62.3%
UNG UNITED STS NAT GAS FD LP 0.0%
Value ($000) $314 Shares 19,250 Est. Cost $14.83 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $308 Shares 2,400 Est. Cost $176.57 Unrealized -25.2%
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $307 Shares 13,361 Est. Cost $21.07 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $307 Shares 607 Est. Cost $534.46 Unrealized -9.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $307 Shares 1,374 Est. Cost $195.93 Unrealized +10.7%
IWP ISHARES TR 0.0%
Value ($000) $306 Shares 2,608 Est. Cost $110.35 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $304 Shares 5,574 Est. Cost $51.05 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $304 Shares 2,644 Est. Cost $163.53 Unrealized -24.8%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $301 Shares 1,252 Est. Cost $262.86 Unrealized -18.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $300 Shares 3,820 Est. Cost $67.53 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $299 Shares 2,914 Est. Cost $82.94 Unrealized +12.2%
MAINSTAY CBRE GBL INFRSTR ME 0.0%
Value ($000) $298 Shares 20,000 Est. Cost $13.65 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $296 Shares 6,926 Est. Cost $33.38 Unrealized +18.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $295 Shares 3,720 Est. Cost $79.43 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $292 Shares 4,000 Est. Cost $77.04 Unrealized -10.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $289 Shares 4,100 Est. Cost $56.39 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $287 Shares 6,300 Est. Cost $39.95 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $285 Shares 12,800 Est. Cost $18.01 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $283 Shares 3,096 Est. Cost $91.31 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $282 Shares 2,380 Est. Cost $102.00 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $281 Shares 3,354 Est. Cost $78.83 Unrealized 0.0%
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $281 Shares 6,671 Est. Cost $42.12 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $277 Shares 3,362 Est. Cost $82.04 Unrealized +3.1%
IUSV ISHARES TR 0.0%
Value ($000) $276 Shares 2,895 Est. Cost $84.37 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $276 Shares 1,831 Est. Cost $123.85 Unrealized +17.3%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $274 Shares 21,435 Est. Cost $15.66 Unrealized -13.3%
SHV ISHARES TR 0.0%
Value ($000) $273 Shares 2,467 Est. Cost $110.06 Unrealized
TRI THOMSON REUTERS CORP. 0.0%
Value ($000) $272 Shares 1,596 Est. Cost $128.15 Unrealized +26.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $272 Shares 7,739 Est. Cost $30.38 Unrealized +4.7%
GLW CORNING INC 0.0%
Value ($000) $271 Shares 5,993 Est. Cost $40.86 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $270 Shares 12,213 Est. Cost $18.08 Unrealized +9.8%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $269 Shares 20,081 Est. Cost $12.15 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $269 Shares 7,840 Est. Cost $34.28 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $268 Shares 2,598 Est. Cost $95.99 Unrealized +17.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $267 Shares 3,109 Est. Cost $76.36 Unrealized +0.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $267 Shares 187 Est. Cost $820.92 Unrealized +40.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $267 Shares 1,730 Est. Cost $146.24 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $266 Shares 4,091 Est. Cost $38.98 Unrealized +44.4%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $266 Shares 5,690 Est. Cost $46.74 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $265 Shares 2,800 Est. Cost $249.77 Unrealized -65.4%
IWO ISHARES TR 0.0%
Value ($000) $263 Shares 926 Est. Cost $224.15 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $262 Shares 4,627 Est. Cost $51.75 Unrealized +4.1%
NRG NRG ENERGY INC 0.0%
Value ($000) $262 Shares 2,875 Est. Cost $75.54 Unrealized +3.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $262 Shares 1,136 Est. Cost $215.74 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $261 Shares 4,190 Est. Cost $78.15 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $261 Shares 7,010 Est. Cost $30.69 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $260 Shares 4,114 Est. Cost $60.25 Unrealized -1.9%
DGRO ISHARES TR 0.0%
Value ($000) $258 Shares 4,118 Est. Cost $57.61 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $255 Shares 4,984 Est. Cost $41.14 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $250 Shares 4,000 Est. Cost $53.48 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $249 Shares 5,694 Est. Cost $43.68 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $246 Shares 9,245 Est. Cost $26.75 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $245 Shares 885 Est. Cost $264.33 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $241 Shares 9,990 Est. Cost $23.83 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $241 Shares 29,204 Est. Cost $10.16 Unrealized -23.1%
IWS ISHARES TR 0.0%
Value ($000) $241 Shares 1,819 Est. Cost $120.74 Unrealized
RELX RELX PLC 0.0%
Value ($000) $239 Shares 5,045 Est. Cost $43.41 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $238 Shares 4,889 Est. Cost $47.64 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $237 Shares 1,985 Est. Cost $112.40 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.0%
Value ($000) $237 Shares 11,391 Est. Cost $18.58 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $235 Shares 1,851 Est. Cost $127.62 Unrealized +1.6%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $234 Shares 9,894 Est. Cost $24.49 Unrealized
ZEUS OLYMPIC STEEL INC 0.0%
Value ($000) $234 Shares 6,000 Est. Cost $46.92 Unrealized -10.4%
IBB ISHARES TR 0.0%
Value ($000) $234 Shares 1,604 Est. Cost $137.22 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $232 Shares 1,839 Est. Cost $107.90 Unrealized +10.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $230 Shares 4,000 Est. Cost $62.12 Unrealized -10.9%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $229 Shares 1,482 Est. Cost $135.60 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $228 Shares 1,294 Est. Cost $162.46 Unrealized +2.2%
SNA SNAP ON INC 0.0%
Value ($000) $228 Shares 788 Est. Cost $269.89 Unrealized -1.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $228 Shares 5,045 Est. Cost $45.24 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $225 Shares 1,757 Est. Cost $113.83 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $225 Shares 830 Est. Cost $296.08 Unrealized -6.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $224 Shares 900 Est. Cost $218.00 Unrealized +3.3%
IYF ISHARES TR 0.0%
Value ($000) $223 Shares 2,146 Est. Cost $94.57 Unrealized
IMVP INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $221 Shares 7,194 Est. Cost $29.23 Unrealized
KRANESHARES TRUST 0.0%
Value ($000) $220 Shares 17,836 Est. Cost $13.87 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $215 Shares 2,958 Est. Cost $67.55 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $214 Shares 983 Est. Cost $199.76 Unrealized +6.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $213 Shares 3,009 Est. Cost $63.02 Unrealized 0.0%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $212 Shares 5,975 Est. Cost $33.66 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $212 Shares 4,917 Est. Cost $40.14 Unrealized 0.0%
BAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $212 Shares 4,945 Est. Cost $42.78 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $209 Shares 2,413 Est. Cost $50.46 Unrealized +30.1%
MCO MOODYS CORP 0.0%
Value ($000) $208 Shares 437 Est. Cost $458.71 Unrealized 0.0%
ITA ISHARES TR 0.0%
Value ($000) $206 Shares 1,378 Est. Cost $149.64 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $204 Shares 1,509 Est. Cost $135.48 Unrealized
FISV FISERV INC 0.0%
Value ($000) $201 Shares 1,119 Est. Cost $164.95 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $185 Shares 127,259 Est. Cost $4.25 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.0%
Value ($000) $166 Shares 10,790 Est. Cost $12.43 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $144 Shares 10,545 Est. Cost $17.53 Unrealized 0.0%
EATON VANCE MUN BD FD 0.0%
Value ($000) $108 Shares 10,025 Est. Cost $10.58 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $105 Shares 12,000 Est. Cost $12.89 Unrealized -40.9%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $100 Shares 11,600 Est. Cost $8.85 Unrealized
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $78 Shares 15,000 Est. Cost $8.86 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $68 Shares 10,250 Est. Cost $6.65 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $57 Shares 13,537 Est. Cost $4.18 Unrealized
ABRDN EMRG MKTS EQTY INCM FD 0.0%
Value ($000) $56 Shares 10,000 Est. Cost $5.15 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $4.12 Unrealized -7.2%