Beaumont Financial Advisors, LLC Diversified Active

CIK: 0001957394 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value ($000): $1,096,455 (100.0% shares, 0.0% debt)

Holdings (340)

AAPL APPLE INC 5.3%
Value ($000) $57,686 Shares 299,622 Est. Cost $140.70 Unrealized +29.9%
MSFT MICROSOFT CORP 4.7%
Value ($000) $51,193 Shares 136,138 Est. Cost $234.05 Unrealized +49.7%
GOOGL ALPHABET INC 3.1%
Value ($000) $33,637 Shares 240,794 Est. Cost $94.32 Unrealized +41.4%
IVV ISHARES TR 3.0%
Value ($000) $32,783 Shares 68,637 Est. Cost $385.18 Unrealized
JGRO J P MORGAN EXCHANGE TRADED FD 2.8%
Value ($000) $30,564 Shares 500,316 Est. Cost $56.05 Unrealized
IJH ISHARES TR 2.8%
Value ($000) $30,315 Shares 109,380 Est. Cost $241.89 Unrealized
IOO ISHARES TR 2.4%
Value ($000) $26,202 Shares 325,404 Est. Cost $70.06 Unrealized
JQUA J P MORGAN EXCHANGE TRADED FD 2.4%
Value ($000) $25,917 Shares 541,527 Est. Cost $41.17 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $25,516 Shares 167,935 Est. Cost $99.00 Unrealized +41.6%
MCD MCDONALDS CORP 2.2%
Value ($000) $23,738 Shares 80,057 Est. Cost $245.25 Unrealized +5.5%
IJT ISHARES TR 2.2%
Value ($000) $23,707 Shares 189,444 Est. Cost $108.26 Unrealized
LOW LOWES COS INC 2.0%
Value ($000) $22,075 Shares 99,190 Est. Cost $188.18 Unrealized +3.5%
JPEF J P MORGAN EXCHANGE TRADED FD 1.9%
Value ($000) $20,996 Shares 398,248 Est. Cost $52.72 Unrealized
FFLC FIDELITY COVINGTON TRUST 1.9%
Value ($000) $20,688 Shares 571,640 Est. Cost $36.19 Unrealized
VUG VANGUARD INDEX FDS 1.9%
Value ($000) $20,670 Shares 66,489 Est. Cost $213.11 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $20,608 Shares 131,481 Est. Cost $157.06 Unrealized -8.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $20,547 Shares 57,610 Est. Cost $296.98 Unrealized +18.2%
TCAF T. ROWE PRICE ETF INC 1.9%
Value ($000) $20,540 Shares 743,383 Est. Cost $27.63 Unrealized
MOAT VANECK ETF TRUST 1.8%
Value ($000) $20,274 Shares 238,886 Est. Cost $81.07 Unrealized
V VISA INC COM 1.7%
Value ($000) $18,213 Shares 69,956 Est. Cost $196.98 Unrealized +23.2%
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $16,649 Shares 38,116 Est. Cost $351.34 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $15,843 Shares 93,281 Est. Cost $160.89 Unrealized -4.4%
VT VANGUARD INTL EQUITY INDEX FDS 1.4%
Value ($000) $15,502 Shares 150,685 Est. Cost $92.09 Unrealized
JEPI J P MORGAN EXCHANGE TRADED FD 1.4%
Value ($000) $15,433 Shares 280,693 Est. Cost $55.23 Unrealized
MEM MATTHEWS ASIA FDS 1.4%
Value ($000) $15,108 Shares 534,458 Est. Cost $27.75 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $14,000 Shares 39,552 Est. Cost $144.03 Unrealized +124.5%
PAVE GLOBAL X FDS 1.3%
Value ($000) $13,720 Shares 398,151 Est. Cost $31.43 Unrealized
SONY SONY CORP 1.1%
Value ($000) $12,522 Shares 132,242 Est. Cost $76.28 Unrealized
HAP VANECK ETF TRUST 1.1%
Value ($000) $12,418 Shares 254,408 Est. Cost $49.07 Unrealized
COWZ PACER FDS TR 1.1%
Value ($000) $12,088 Shares 232,503 Est. Cost $51.94 Unrealized
DGRO ISHARES TR 1.1%
Value ($000) $11,985 Shares 222,690 Est. Cost $50.13 Unrealized
MINT PIMCO ETF TR 1.1%
Value ($000) $11,629 Shares 116,537 Est. Cost $99.79 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER 1.0%
Value ($000) $10,856 Shares 566,908 Est. Cost $17.99 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $10,538 Shares 21,279 Est. Cost $15.67 Unrealized +195.6%
SAMT ADVISORS INNER CIRCLE FD III 0.9%
Value ($000) $9,706 Shares 421,116 Est. Cost $23.10 Unrealized
DKS DICKS SPORTING GOODS INC 0.9%
Value ($000) $9,502 Shares 64,659 Est. Cost $113.10 Unrealized +2.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $9,424 Shares 50,516 Est. Cost $123.15 Unrealized
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $8,601 Shares 141,607 Est. Cost $67.88 Unrealized -21.2%
HDV ISHARES TR 0.8%
Value ($000) $8,584 Shares 84,169 Est. Cost $104.24 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.8%
Value ($000) $8,468 Shares 338,855 Est. Cost $24.71 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $7,786 Shares 70,734 Est. Cost $97.62 Unrealized -1.6%
DVY ISHARES TR 0.7%
Value ($000) $7,639 Shares 65,169 Est. Cost $120.52 Unrealized
CLOI VANECK ETF TRUST 0.6%
Value ($000) $6,744 Shares 129,389 Est. Cost $51.67 Unrealized
UCON FIRST TR EXCHANGE TRADED FD VI 0.6%
Value ($000) $6,490 Shares 262,345 Est. Cost $23.90 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $5,802 Shares 38,813 Est. Cost $140.37 Unrealized
FRDM EA SERIES TRUST 0.5%
Value ($000) $5,229 Shares 158,941 Est. Cost $28.79 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $5,131 Shares 19,761 Est. Cost $206.41 Unrealized +13.5%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $4,164 Shares 51,262 Est. Cost $71.99 Unrealized -0.4%
TJX TJX COS INC 0.4%
Value ($000) $4,008 Shares 42,728 Est. Cost $70.72 Unrealized +23.4%
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $3,972 Shares 27,649 Est. Cost $105.52 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $3,957 Shares 3,545 Est. Cost $55.03 Unrealized +67.6%
SPYM SPDR SER TR 0.4%
Value ($000) $3,942 Shares 70,510 Est. Cost $44.98 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,939 Shares 11,367 Est. Cost $281.64 Unrealized +4.3%
GOOG ALPHABET INC 0.3%
Value ($000) $3,740 Shares 26,542 Est. Cost $97.45 Unrealized +38.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $3,705 Shares 6,356 Est. Cost $352.30 Unrealized +63.2%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $3,675 Shares 71,989 Est. Cost $50.26 Unrealized
COST COSTCO WHSL CORP 0.3%
Value ($000) $3,382 Shares 5,124 Est. Cost $471.52 Unrealized +21.6%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,294 Shares 19,362 Est. Cost $119.84 Unrealized +20.9%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $3,170 Shares 14,685 Est. Cost $186.71 Unrealized -6.2%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,914 Shares 51,675 Est. Cost $45.15 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,858 Shares 19,503 Est. Cost $130.13 Unrealized +8.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,793 Shares 30,929 Est. Cost $94.60 Unrealized -8.9%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $2,754 Shares 81,800 Est. Cost $31.71 Unrealized -12.9%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $2,556 Shares 160,447 Est. Cost $14.44 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,546 Shares 49,282 Est. Cost $51.67 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $2,519 Shares 23,271 Est. Cost $96.39 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,489 Shares 5,237 Est. Cost $395.33 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $2,468 Shares 22,640 Est. Cost $93.08 Unrealized +4.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $2,388 Shares 10,065 Est. Cost $196.76 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $2,370 Shares 57,992 Est. Cost $39.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,326 Shares 4,419 Est. Cost $497.60 Unrealized +2.8%
OUSA ALPS ETF TR 0.2%
Value ($000) $2,303 Shares 49,959 Est. Cost $41.42 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,253 Shares 31,007 Est. Cost $63.48 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $2,241 Shares 10,274 Est. Cost $174.20 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,137 Shares 29,669 Est. Cost $74.36 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $2,135 Shares 7,042 Est. Cost $217.06 Unrealized
JPST J P MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $2,131 Shares 42,430 Est. Cost $50.17 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,105 Shares 21,051 Est. Cost $96.32 Unrealized +1.3%
SGOV ISHARES TR 0.2%
Value ($000) $2,095 Shares 20,893 Est. Cost $100.47 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,075 Shares 5,067 Est. Cost $275.55 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,935 Shares 9,226 Est. Cost $178.70 Unrealized -3.6%
DE DEERE & CO 0.2%
Value ($000) $1,930 Shares 4,826 Est. Cost $388.70 Unrealized -6.1%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,902 Shares 22,928 Est. Cost $55.56 Unrealized
TOST TOAST INC 0.2%
Value ($000) $1,881 Shares 103,026 Est. Cost $18.88 Unrealized -13.1%
JMUB J P MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $1,836 Shares 36,038 Est. Cost $49.72 Unrealized
ITM VANECK ETF TRUST 0.2%
Value ($000) $1,784 Shares 37,942 Est. Cost $45.61 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,749 Shares 29,688 Est. Cost $55.04 Unrealized -3.2%
EBC EASTERN BANKSHARES INC 0.2%
Value ($000) $1,724 Shares 121,396 Est. Cost $17.39 Unrealized -32.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $1,714 Shares 22,757 Est. Cost $65.61 Unrealized
INVESCO EXCHANGE TRADED FD TR 0.2%
Value ($000) $1,701 Shares 83,135 Est. Cost $20.14 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,693 Shares 10,923 Est. Cost $137.02 Unrealized -0.9%
BSCQ INVESCO EXCHANGE TRADED FD TR 0.2%
Value ($000) $1,691 Shares 87,627 Est. Cost $18.92 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,687 Shares 22,938 Est. Cost $71.74 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,646 Shares 8,786 Est. Cost $142.55 Unrealized +10.1%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,627 Shares 25,149 Est. Cost $64.57 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1,626 Shares 2,076 Est. Cost $420.30 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $1,620 Shares 15,664 Est. Cost $109.19 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,617 Shares 40,206 Est. Cost $38.20 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,616 Shares 18,285 Est. Cost $82.48 Unrealized
AZTA AZENTA INC 0.1%
Value ($000) $1,598 Shares 24,531 Est. Cost $51.16 Unrealized +6.1%
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,589 Shares 35,612 Est. Cost $44.66 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,557 Shares 8,710 Est. Cost $169.81 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,550 Shares 26,582 Est. Cost $57.82 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,527 Shares 3,580 Est. Cost $327.22 Unrealized +21.4%
INVESCO EXCHANGE TRADED FD TR 0.1%
Value ($000) $1,515 Shares 72,530 Est. Cost $20.49 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1,512 Shares 10,136 Est. Cost $152.95 Unrealized -9.9%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $1,477 Shares 11,280 Est. Cost $80.20 Unrealized +27.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,472 Shares 9,001 Est. Cost $123.05 Unrealized +15.0%
TDVG T. ROWE PRICE ETF INC 0.1%
Value ($000) $1,433 Shares 40,629 Est. Cost $31.39 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,423 Shares 28,324 Est. Cost $26.93 Unrealized +48.7%
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,423 Shares 73,130 Est. Cost $19.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $1,412 Shares 53,587 Est. Cost $24.71 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,412 Shares 18,246 Est. Cost $75.19 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,410 Shares 52,907 Est. Cost $26.65 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,378 Shares 28,265 Est. Cost $48.74 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,376 Shares 28,722 Est. Cost $43.63 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,370 Shares 4,757 Est. Cost $241.64 Unrealized +5.6%
FIDU FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,367 Shares 22,321 Est. Cost $51.86 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,362 Shares 25,440 Est. Cost $53.55 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,350 Shares 2,660 Est. Cost $443.08 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $1,328 Shares 9,776 Est. Cost $131.19 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,320 Shares 11,576 Est. Cost $98.87 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,307 Shares 12,057 Est. Cost $105.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,233 Shares 8,523 Est. Cost $109.28 Unrealized +8.3%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $1,191 Shares 5,187 Est. Cost $149.35 Unrealized +29.6%
ORCL ORACLE CORP 0.1%
Value ($000) $1,185 Shares 11,237 Est. Cost $78.00 Unrealized +36.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,158 Shares 2,182 Est. Cost $525.31 Unrealized -8.5%
NKE NIKE INC 0.1%
Value ($000) $1,150 Shares 10,594 Est. Cost $98.24 Unrealized +4.8%
UNP UNION PAC CORP 0.1%
Value ($000) $1,118 Shares 4,550 Est. Cost $190.07 Unrealized +10.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,104 Shares 2,507 Est. Cost $321.12 Unrealized +20.9%
EFA ISHARES TR 0.1%
Value ($000) $1,099 Shares 14,587 Est. Cost $66.02 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,080 Shares 15,407 Est. Cost $66.02 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.1%
Value ($000) $1,069 Shares 70,905 Est. Cost $8.60 Unrealized +34.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,057 Shares 20,607 Est. Cost $65.11 Unrealized -27.8%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $1,054 Shares 48,397 Est. Cost $22.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS 0.1%
Value ($000) $1,035 Shares 18,438 Est. Cost $50.22 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,035 Shares 6,072 Est. Cost $151.83 Unrealized -4.2%
JAVA J P MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $1,025 Shares 18,430 Est. Cost $51.86 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,023 Shares 1,715 Est. Cost $350.90 Unrealized +64.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $997 Shares 13,091 Est. Cost $75.54 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $928 Shares 8,314 Est. Cost $108.21 Unrealized
SMOT VANECK ETF TRUST 0.1%
Value ($000) $892 Shares 28,329 Est. Cost $29.73 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $874 Shares 19,937 Est. Cost $30.30 Unrealized +32.3%
NOBL PROSHARES TR 0.1%
Value ($000) $853 Shares 8,956 Est. Cost $89.99 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $850 Shares 16,581 Est. Cost $49.89 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $847 Shares 10,220 Est. Cost $47.56 Unrealized +40.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $845 Shares 6,951 Est. Cost $112.73 Unrealized -1.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $843 Shares 11,016 Est. Cost $37.64 Unrealized +81.4%
RTX RTX CORPORATION 0.1%
Value ($000) $836 Shares 9,941 Est. Cost $87.86 Unrealized -13.9%
SPYV SPDR SER TR 0.1%
Value ($000) $836 Shares 17,936 Est. Cost $46.63 Unrealized
BLACKROCK INC 0.1%
Value ($000) $835 Shares 1,029 Est. Cost $706.63 Unrealized
DBND DOUBLELINE ETF TRUST 0.1%
Value ($000) $831 Shares 17,961 Est. Cost $46.09 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $819 Shares 4,953 Est. Cost $152.23 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $803 Shares 3,231 Est. Cost $203.86 Unrealized +16.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $801 Shares 4,163 Est. Cost $126.64 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $796 Shares 9,489 Est. Cost $86.18 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $787 Shares 28,490 Est. Cost $17.93 Unrealized +22.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $787 Shares 20,933 Est. Cost $34.31 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $778 Shares 5,703 Est. Cost $135.85 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $754 Shares 3,958 Est. Cost $169.33 Unrealized -1.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE 0.1%
Value ($000) $747 Shares 1,982 Est. Cost $337.58 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $721 Shares 1,564 Est. Cost $289.80 Unrealized +40.5%
SOXX ISHARES TR 0.1%
Value ($000) $721 Shares 1,251 Est. Cost $347.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $717 Shares 3,077 Est. Cost $228.70 Unrealized -2.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $713 Shares 4,839 Est. Cost $74.49 Unrealized +58.2%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $704 Shares 4,158 Est. Cost $138.26 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $685 Shares 9,764 Est. Cost $59.68 Unrealized +6.8%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $684 Shares 10,917 Est. Cost $63.88 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $674 Shares 5,394 Est. Cost $125.11 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $663 Shares 2,521 Est. Cost $164.81 Unrealized +35.7%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $650 Shares 8,519 Est. Cost $77.07 Unrealized -9.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $644 Shares 2,150 Est. Cost $226.99 Unrealized +21.1%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $639 Shares 3,885 Est. Cost $147.96 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $633 Shares 8,149 Est. Cost $67.47 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $620 Shares 12,884 Est. Cost $46.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $617 Shares 1,361 Est. Cost $425.22 Unrealized -1.8%
BR BROADRIDGE FINL SOLUTIONS INC 0.1%
Value ($000) $602 Shares 2,928 Est. Cost $134.59 Unrealized +32.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $588 Shares 2,543 Est. Cost $228.13 Unrealized -7.8%
PFE PFIZER INC 0.1%
Value ($000) $587 Shares 20,403 Est. Cost $40.08 Unrealized -34.1%
DGRW WISDOMTREE TR 0.1%
Value ($000) $585 Shares 8,326 Est. Cost $60.36 Unrealized
INTU INTUIT 0.1%
Value ($000) $583 Shares 932 Est. Cost $397.19 Unrealized +37.1%
SHY ISHARES TR 0.1%
Value ($000) $566 Shares 6,905 Est. Cost $81.23 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $565 Shares 3,157 Est. Cost $153.18 Unrealized +6.0%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $565 Shares 14,032 Est. Cost $40.06 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $547 Shares 11,582 Est. Cost $40.51 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $543 Shares 1 Est. Cost $448761.72 Unrealized +19.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $539 Shares 6,908 Est. Cost $55.87 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $535 Shares 10,589 Est. Cost $42.46 Unrealized +13.0%
PAB PGIM ETF TR 0.0%
Value ($000) $528 Shares 12,437 Est. Cost $41.87 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $525 Shares 1,497 Est. Cost $265.22 Unrealized +17.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $525 Shares 2,256 Est. Cost $209.04 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $524 Shares 4,973 Est. Cost $104.36 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $512 Shares 3,106 Est. Cost $128.43 Unrealized +17.8%
JBND J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $510 Shares 9,632 Est. Cost $52.99 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $505 Shares 2,365 Est. Cost $183.57 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $500 Shares 4,801 Est. Cost $81.52 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $484 Shares 1,767 Est. Cost $259.48 Unrealized -0.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $483 Shares 7,870 Est. Cost $78.84 Unrealized -27.5%
AGG ISHARES TR 0.0%
Value ($000) $482 Shares 4,859 Est. Cost $97.35 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $482 Shares 4,225 Est. Cost $101.15 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $478 Shares 1,618 Est. Cost $215.07 Unrealized +16.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $473 Shares 2,971 Est. Cost $118.37 Unrealized +21.1%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $465 Shares 5,724 Est. Cost $77.51 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $463 Shares 1,915 Est. Cost $227.25 Unrealized +0.3%
FAST FASTENAL CO 0.0%
Value ($000) $460 Shares 7,106 Est. Cost $22.64 Unrealized +26.7%
IUSV ISHARES TR 0.0%
Value ($000) $454 Shares 5,385 Est. Cost $70.63 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $454 Shares 6,044 Est. Cost $58.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS 0.0%
Value ($000) $454 Shares 11,037 Est. Cost $39.31 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $454 Shares 832 Est. Cost $435.04 Unrealized +16.8%
XSOE WISDOMTREE TR 0.0%
Value ($000) $452 Shares 15,654 Est. Cost $27.12 Unrealized
BA BOEING CO 0.0%
Value ($000) $447 Shares 1,713 Est. Cost $168.95 Unrealized +26.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $440 Shares 4,581 Est. Cost $89.06 Unrealized +3.5%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $438 Shares 6,185 Est. Cost $37.02 Unrealized +79.2%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $435 Shares 1,675 Est. Cost $174.92 Unrealized
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $428 Shares 14,924 Est. Cost $24.03 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $421 Shares 2,673 Est. Cost $46.75 Unrealized +10.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $420 Shares 2,195 Est. Cost $174.16 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $415 Shares 1,581 Est. Cost $212.74 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $412 Shares 6,483 Est. Cost $53.75 Unrealized +5.2%
STE STERIS PLC 0.0%
Value ($000) $407 Shares 1,849 Est. Cost $171.16 Unrealized +21.3%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $406 Shares 5,064 Est. Cost $71.62 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $404 Shares 5,177 Est. Cost $72.17 Unrealized
CPRT COPART INC 0.0%
Value ($000) $402 Shares 8,207 Est. Cost $37.20 Unrealized +27.0%
DEO DIAGEO PLC 0.0%
Value ($000) $393 Shares 2,701 Est. Cost $175.89 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $392 Shares 6,623 Est. Cost $42.98 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $387 Shares 8,232 Est. Cost $45.62 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $386 Shares 332 Est. Cost $665.18 Unrealized +51.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $384 Shares 4,815 Est. Cost $69.73 Unrealized +2.9%
IEMG ISHARES INC 0.0%
Value ($000) $382 Shares 7,562 Est. Cost $49.29 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $377 Shares 17,532 Est. Cost $20.96 Unrealized -12.2%
AMLP ALPS ETF TR 0.0%
Value ($000) $372 Shares 8,744 Est. Cost $38.90 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $371 Shares 8,050 Est. Cost $44.59 Unrealized
EZU ISHARES TR 0.0%
Value ($000) $367 Shares 7,733 Est. Cost $41.50 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $365 Shares 2,515 Est. Cost $135.24 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $364 Shares 10,704 Est. Cost $29.76 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $364 Shares 2,136 Est. Cost $151.84 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $362 Shares 1,721 Est. Cost $151.95 Unrealized +28.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $359 Shares 2,811 Est. Cost $50.68 Unrealized +80.5%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $358 Shares 12,917 Est. Cost $26.69 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $356 Shares 1,797 Est. Cost $148.80 Unrealized +18.2%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $355 Shares 3,275 Est. Cost $89.69 Unrealized +8.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $353 Shares 2,810 Est. Cost $111.51 Unrealized -2.7%
XBI SPDR SER TR 0.0%
Value ($000) $344 Shares 3,857 Est. Cost $83.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $344 Shares 1,409 Est. Cost $223.53 Unrealized +5.8%
KBA KRANESHARES TR 0.0%
Value ($000) $340 Shares 16,400 Est. Cost $25.49 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $332 Shares 2,102 Est. Cost $141.68 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $328 Shares 2,204 Est. Cost $106.97 Unrealized +9.3%
QUAL ISHARES TR 0.0%
Value ($000) $324 Shares 2,201 Est. Cost $115.52 Unrealized
EIS ISHARES TR 0.0%
Value ($000) $323 Shares 5,550 Est. Cost $55.99 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $322 Shares 5,548 Est. Cost $55.21 Unrealized
URTH ISHARES TR 0.0%
Value ($000) $321 Shares 2,410 Est. Cost $109.25 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $318 Shares 16,125 Est. Cost $17.65 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $316 Shares 1,593 Est. Cost $172.36 Unrealized -0.1%
NUAG NUSHARES ETF TR 0.0%
Value ($000) $315 Shares 14,909 Est. Cost $20.46 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS INC 0.0%
Value ($000) $311 Shares 10,175 Est. Cost $33.13 Unrealized -19.8%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $311 Shares 4,039 Est. Cost $75.28 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $311 Shares 5,036 Est. Cost $68.99 Unrealized -24.6%
FIVE FIVE BELOW INC 0.0%
Value ($000) $308 Shares 1,445 Est. Cost $160.23 Unrealized +14.6%
EMXC ISHARES INC 0.0%
Value ($000) $307 Shares 5,539 Est. Cost $49.83 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $306 Shares 4,829 Est. Cost $70.50 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $302 Shares 1,254 Est. Cost $175.01 Unrealized +23.2%
PSX PHILLIPS 66 0.0%
Value ($000) $301 Shares 2,258 Est. Cost $91.64 Unrealized +21.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $301 Shares 1,004 Est. Cost $295.25 Unrealized -4.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $296 Shares 337 Est. Cost $758.55 Unrealized +8.0%
JPIB J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $295 Shares 6,180 Est. Cost $45.99 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $295 Shares 4,288 Est. Cost $71.89 Unrealized -21.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $294 Shares 628 Est. Cost $438.64 Unrealized +3.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $293 Shares 1,241 Est. Cost $212.52 Unrealized -5.8%
EOG EOG RES INC 0.0%
Value ($000) $293 Shares 2,421 Est. Cost $116.52 Unrealized -0.8%
URNM SPROTT FDS TR 0.0%
Value ($000) $292 Shares 6,040 Est. Cost $47.40 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $290 Shares 1,148 Est. Cost $158.05 Unrealized +53.3%
SPSM SPDR SER TR 0.0%
Value ($000) $290 Shares 6,875 Est. Cost $39.16 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $286 Shares 3,467 Est. Cost $62.50 Unrealized +23.2%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $286 Shares 35,395 Est. Cost $8.12 Unrealized
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $285 Shares 14,691 Est. Cost $22.26 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $280 Shares 2,351 Est. Cost $107.01 Unrealized +3.8%
ZTS ZOETIS INC 0.0%
Value ($000) $279 Shares 1,415 Est. Cost $176.63 Unrealized -2.1%
MMM 3M CO 0.0%
Value ($000) $275 Shares 2,515 Est. Cost $90.68 Unrealized -16.7%
STAG STAG INDL INC 0.0%
Value ($000) $275 Shares 7,000 Est. Cost $32.31 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $275 Shares 3,757 Est. Cost $72.70 Unrealized -10.7%
SPTM SPDR SER TR 0.0%
Value ($000) $275 Shares 4,697 Est. Cost $47.29 Unrealized
SCZ ISHARES INC 0.0%
Value ($000) $273 Shares 4,409 Est. Cost $58.98 Unrealized
JCPB J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $270 Shares 5,740 Est. Cost $45.85 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $264 Shares 5,219 Est. Cost $50.33 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $264 Shares 1,854 Est. Cost $113.03 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $260 Shares 1,494 Est. Cost $145.07 Unrealized
T AT&T INC 0.0%
Value ($000) $259 Shares 15,453 Est. Cost $15.10 Unrealized -5.8%
PLD PROLOGIS INC 0.0%
Value ($000) $259 Shares 1,943 Est. Cost $100.82 Unrealized +4.8%
STT STATE STR CORP 0.0%
Value ($000) $258 Shares 3,326 Est. Cost $66.07 Unrealized -1.9%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $252 Shares 3,690 Est. Cost $74.27 Unrealized -16.6%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $249 Shares 3,075 Est. Cost $70.03 Unrealized
MDYV SPDR SER TR 0.0%
Value ($000) $248 Shares 3,385 Est. Cost $64.72 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $248 Shares 3,541 Est. Cost $49.91 Unrealized +17.0%
MUNI PIMCO ETF TR 0.0%
Value ($000) $247 Shares 4,685 Est. Cost $51.38 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $246 Shares 5,166 Est. Cost $46.44 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $245 Shares 1,313 Est. Cost $212.11 Unrealized -16.2%
JKHY HENRY JACK ASSOC INC 0.0%
Value ($000) $242 Shares 1,478 Est. Cost $176.91 Unrealized -15.8%
IWM ISHARES TR 0.0%
Value ($000) $241 Shares 1,200 Est. Cost $200.63 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $241 Shares 1,164 Est. Cost $314.23 Unrealized -33.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $238 Shares 67 Est. Cost $2980.53 Unrealized +2.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $237 Shares 2,701 Est. Cost $75.94 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $236 Shares 1,121 Est. Cost $179.88 Unrealized 0.0%
JNK SPDR SER TR 0.0%
Value ($000) $236 Shares 2,490 Est. Cost $90.09 Unrealized
MS MORGAN STANLEY NEW 0.0%
Value ($000) $235 Shares 2,524 Est. Cost $74.81 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $235 Shares 14,093 Est. Cost $14.08 Unrealized +12.3%
IGV ISHARES TR 0.0%
Value ($000) $228 Shares 563 Est. Cost $405.64 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $228 Shares 5,298 Est. Cost $35.17 Unrealized +18.4%
MTUM ISHARES TR 0.0%
Value ($000) $227 Shares 1,449 Est. Cost $143.07 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $225 Shares 526 Est. Cost $387.45 Unrealized 0.0%
DTEC ALPS ETF TR 0.0%
Value ($000) $222 Shares 5,366 Est. Cost $41.43 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $222 Shares 2,278 Est. Cost $91.01 Unrealized -3.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $222 Shares 5,880 Est. Cost $31.00 Unrealized 0.0%
JMST J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 4,353 Est. Cost $50.74 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $220 Shares 3,810 Est. Cost $53.38 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $219 Shares 2,778 Est. Cost $65.40 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $219 Shares 2,926 Est. Cost $68.12 Unrealized -2.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $217 Shares 3,222 Est. Cost $67.84 Unrealized
ANSYS INC 0.0%
Value ($000) $216 Shares 596 Est. Cost $362.88 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $216 Shares 2,400 Est. Cost $73.14 Unrealized 0.0%
NULG NUSHARES ETF TR 0.0%
Value ($000) $215 Shares 3,100 Est. Cost $48.89 Unrealized
BCE BCE INC 0.0%
Value ($000) $211 Shares 5,365 Est. Cost $35.41 Unrealized -8.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $210 Shares 1,297 Est. Cost $144.16 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $209 Shares 1,755 Est. Cost $102.46 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $207 Shares 1,481 Est. Cost $124.75 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $207 Shares 509 Est. Cost $369.42 Unrealized 0.0%
MDYG SPDR SER TR 0.0%
Value ($000) $207 Shares 2,734 Est. Cost $65.34 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $201 Shares 1,537 Est. Cost $119.71 Unrealized 0.0%
GLOB GLOBANT S A 0.0%
Value ($000) $201 Shares 843 Est. Cost $204.19 Unrealized 0.0%
HEI HEICO CORP NEW 0.0%
Value ($000) $200 Shares 1,120 Est. Cost $169.30 Unrealized 0.0%
SOTK SONO TEK CORP 0.0%
Value ($000) $198 Shares 36,671 Est. Cost $6.58 Unrealized -22.1%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $189 Shares 12,528 Est. Cost $9.76 Unrealized +17.3%
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $144 Shares 20,843 Est. Cost $3.78 Unrealized +24.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $141 Shares 10,186 Est. Cost $13.80 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $130 Shares 10,199 Est. Cost $9.74 Unrealized 0.0%
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value ($000) $123 Shares 22,743 Est. Cost $2.42 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $120 Shares 13,989 Est. Cost $6.00 Unrealized +15.3%
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $117 Shares 30,105 Est. Cost $3.47 Unrealized
NATURA &CO HLDG S A 0.0%
Value ($000) $71 Shares 10,399 Est. Cost $67.48 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $5.26 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $25 Shares 15,000 Est. Cost $1.69 Unrealized