Beaumont Financial Advisors, LLC Diversified Active

CIK: 0001957394 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 23, 2025

Total Value ($000): $1,495,520 (100.0% shares, 0.0% debt)

Holdings (394)

AAPL APPLE INC COM 4.6%
Value ($000) $69,163 Shares 271,623 Est. Cost $140.70 Unrealized +60.3%
MSFT MICROSOFT CORP COM 4.2%
Value ($000) $63,324 Shares 122,258 Est. Cost $236.40 Unrealized +115.2%
IVV ISHARES CORE S&P 500 ETF 4.1%
Value ($000) $60,893 Shares 90,980 Est. Cost $431.79 Unrealized
GOOGL ALPHABET INC CAP STK CL A 3.8%
Value ($000) $56,929 Shares 234,181 Est. Cost $94.32 Unrealized +121.8%
SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3.1%
Value ($000) $46,896 Shares 1,258,277 Est. Cost $30.26 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 3.1%
Value ($000) $46,274 Shares 463,623 Est. Cost $52.46 Unrealized
NVDA NVIDIA CORPORATION COM 2.6%
Value ($000) $38,924 Shares 208,618 Est. Cost $97.69 Unrealized +78.4%
JPEF JPMORGAN EQUITY FOCUS ETF 2.6%
Value ($000) $38,522 Shares 519,939 Est. Cost $64.29 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.5%
Value ($000) $36,898 Shares 565,401 Est. Cost $94.21 Unrealized
AMZN AMAZON COM INC COM 2.4%
Value ($000) $35,362 Shares 161,052 Est. Cost $99.00 Unrealized +128.6%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 2.3%
Value ($000) $33,739 Shares 536,313 Est. Cost $48.02 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 2.2%
Value ($000) $33,298 Shares 235,319 Est. Cost $114.75 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 2.2%
Value ($000) $33,289 Shares 355,080 Est. Cost $68.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $29,150 Shares 57,983 Est. Cost $304.78 Unrealized +58.9%
VUG VANGUARD GROWTH ETF 1.9%
Value ($000) $28,221 Shares 58,841 Est. Cost $213.11 Unrealized
META META PLATFORMS INC CL A 1.8%
Value ($000) $26,854 Shares 36,567 Est. Cost $151.64 Unrealized +390.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 1.6%
Value ($000) $24,630 Shares 274,368 Est. Cost $53.24 Unrealized
APLU ALLSPRING CORE PLUS ETF 1.6%
Value ($000) $24,094 Shares 957,046 Est. Cost $25.01 Unrealized
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $23,216 Shares 125,208 Est. Cost $157.06 Unrealized +7.9%
LOW LOWES COS INC COM 1.5%
Value ($000) $23,034 Shares 91,656 Est. Cost $189.49 Unrealized +28.9%
MCD MCDONALDS CORP COM 1.5%
Value ($000) $22,577 Shares 74,292 Est. Cost $245.25 Unrealized +22.9%
V VISA INC COM CL A 1.5%
Value ($000) $21,718 Shares 63,619 Est. Cost $199.46 Unrealized +73.0%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 1.4%
Value ($000) $21,455 Shares 584,767 Est. Cost $19.28 Unrealized
FFGX FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF 1.4%
Value ($000) $20,562 Shares 687,931 Est. Cost $28.83 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 1.3%
Value ($000) $19,938 Shares 528,863 Est. Cost $27.63 Unrealized
VOO VANGUARD S&P 500 ETF 1.3%
Value ($000) $19,062 Shares 31,127 Est. Cost $358.99 Unrealized
DKS DICKS SPORTING GOODS INC COM 1.2%
Value ($000) $18,330 Shares 82,486 Est. Cost $147.11 Unrealized +46.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1.2%
Value ($000) $17,640 Shares 192,263 Est. Cost $91.74 Unrealized
OMAH VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF 1.0%
Value ($000) $14,895 Shares 773,342 Est. Cost $19.30 Unrealized
PEP PEPSICO INC COM 1.0%
Value ($000) $14,520 Shares 103,392 Est. Cost $158.61 Unrealized -11.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.9%
Value ($000) $13,401 Shares 196,845 Est. Cost $50.91 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.9%
Value ($000) $13,055 Shares 46,650 Est. Cost $123.15 Unrealized
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $12,977 Shares 769,217 Est. Cost $15.91 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.8%
Value ($000) $12,697 Shares 491,177 Est. Cost $24.71 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.8%
Value ($000) $11,873 Shares 267,947 Est. Cost $33.41 Unrealized
CLOI VANECK CLO ETF 0.7%
Value ($000) $11,038 Shares 207,877 Est. Cost $52.20 Unrealized
AVGO BROADCOM INC COM 0.7%
Value ($000) $10,465 Shares 31,721 Est. Cost $155.92 Unrealized +96.1%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.6%
Value ($000) $9,651 Shares 78,819 Est. Cost $104.24 Unrealized
BP BP PLC SPONSORED ADR 0.6%
Value ($000) $9,026 Shares 261,920 Est. Cost $35.80 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $8,618 Shares 60,648 Est. Cost $120.52 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.6%
Value ($000) $8,231 Shares 83,054 Est. Cost $83.05 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.5%
Value ($000) $8,119 Shares 323,481 Est. Cost $24.84 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.5%
Value ($000) $7,307 Shares 95,583 Est. Cost $46.96 Unrealized
AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF 0.5%
Value ($000) $7,175 Shares 204,257 Est. Cost $35.13 Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.5%
Value ($000) $7,071 Shares 280,709 Est. Cost $24.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $6,824 Shares 28,020 Est. Cost $104.50 Unrealized +100.9%
AEP AMERICAN ELEC PWR CO INC COM 0.5%
Value ($000) $6,753 Shares 60,031 Est. Cost $73.61 Unrealized +47.0%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $6,396 Shares 20,276 Est. Cost $124.48 Unrealized +137.7%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.4%
Value ($000) $6,191 Shares 122,287 Est. Cost $42.27 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $6,098 Shares 32,698 Est. Cost $140.37 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $5,510 Shares 38,119 Est. Cost $71.76 Unrealized +84.3%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $5,336 Shares 34,364 Est. Cost $149.28 Unrealized +2.0%
GPZ VANECK ALTERNATIVE ASSET MANAGER ETF 0.4%
Value ($000) $5,316 Shares 192,398 Est. Cost $27.63 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.4%
Value ($000) $5,285 Shares 23,790 Est. Cost $140.31 Unrealized
WCN WASTE CONNECTIONS INC COM 0.4%
Value ($000) $5,237 Shares 29,791 Est. Cost $184.56 Unrealized -1.5%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $5,070 Shares 20,530 Est. Cost $226.91 Unrealized +2.1%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.3%
Value ($000) $5,037 Shares 170,064 Est. Cost $14.82 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $4,951 Shares 63,201 Est. Cost $44.98 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $4,581 Shares 4,949 Est. Cost $497.79 Unrealized +92.2%
HD HOME DEPOT INC COM 0.3%
Value ($000) $4,392 Shares 10,840 Est. Cost $284.64 Unrealized +36.7%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $4,240 Shares 82,188 Est. Cost $31.94 Unrealized +51.3%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.3%
Value ($000) $4,117 Shares 40,886 Est. Cost $100.66 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.3%
Value ($000) $3,828 Shares 145,346 Est. Cost $30.95 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $3,793 Shares 11,558 Est. Cost $214.52 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $3,780 Shares 31,812 Est. Cost $102.62 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $3,656 Shares 4,791 Est. Cost $397.49 Unrealized +86.7%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $3,639 Shares 11,820 Est. Cost $187.81 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $3,569 Shares 10,468 Est. Cost $206.41 Unrealized +52.0%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $3,445 Shares 5,171 Est. Cost $427.75 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $3,302 Shares 20,356 Est. Cost $122.07 Unrealized +35.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $3,249 Shares 6,936 Est. Cost $218.32 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $3,175 Shares 11,289 Est. Cost $82.58 Unrealized +207.8%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.2%
Value ($000) $2,950 Shares 52,232 Est. Cost $40.78 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,879 Shares 18,735 Est. Cost $130.13 Unrealized +19.0%
G GENPACT LIMITED SHS 0.2%
Value ($000) $2,875 Shares 68,623 Est. Cost $43.82 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $2,805 Shares 8,445 Est. Cost $146.40 Unrealized +116.2%
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $2,804 Shares 20,943 Est. Cost $74.98 Unrealized +40.7%
ABT ABBOTT LABS COM 0.2%
Value ($000) $2,739 Shares 20,451 Est. Cost $99.29 Unrealized +31.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,588 Shares 34,282 Est. Cost $66.16 Unrealized +9.1%
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,567 Shares 11,085 Est. Cost $138.78 Unrealized +45.5%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $2,562 Shares 38,086 Est. Cost $51.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $2,417 Shares 8,567 Est. Cost $125.82 Unrealized +106.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,415 Shares 44,827 Est. Cost $46.09 Unrealized
FTRB FEDERATED HERMES TOTAL RETURN BOND ETF 0.2%
Value ($000) $2,408 Shares 94,858 Est. Cost $24.82 Unrealized
TOST TOAST INC CL A 0.2%
Value ($000) $2,373 Shares 65,000 Est. Cost $18.88 Unrealized +129.9%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $2,322 Shares 3,868 Est. Cost $302.15 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,316 Shares 20,542 Est. Cost $97.47 Unrealized +12.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $2,297 Shares 71,980 Est. Cost $34.79 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $2,229 Shares 39,033 Est. Cost $55.27 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $2,137 Shares 3,757 Est. Cost $380.78 Unrealized +50.6%
DE DEERE & CO COM 0.1%
Value ($000) $2,126 Shares 4,650 Est. Cost $387.83 Unrealized +26.3%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $2,117 Shares 6,488 Est. Cost $271.77 Unrealized
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $2,103 Shares 42,198 Est. Cost $49.60 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,077 Shares 12,485 Est. Cost $125.22 Unrealized +25.5%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $2,023 Shares 6,887 Est. Cost $253.71 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,931 Shares 43,937 Est. Cost $32.35 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,921 Shares 18,641 Est. Cost $67.23 Unrealized +47.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,921 Shares 25,826 Est. Cost $71.76 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,909 Shares 22,743 Est. Cost $93.13 Unrealized -13.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,904 Shares 24,290 Est. Cost $74.36 Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.1%
Value ($000) $1,881 Shares 39,510 Est. Cost $46.63 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $1,818 Shares 36,302 Est. Cost $50.22 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $1,778 Shares 60,001 Est. Cost $40.17 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,778 Shares 10,624 Est. Cost $88.35 Unrealized +74.6%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,753 Shares 15,308 Est. Cost $94.60 Unrealized +23.7%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.1%
Value ($000) $1,733 Shares 70,103 Est. Cost $24.50 Unrealized
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $1,728 Shares 95,227 Est. Cost $17.39 Unrealized -6.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $1,721 Shares 29,235 Est. Cost $58.13 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $1,718 Shares 3,863 Est. Cost $247.20 Unrealized +40.3%
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value ($000) $1,709 Shares 33,870 Est. Cost $49.75 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.1%
Value ($000) $1,707 Shares 108,753 Est. Cost $10.67 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,676 Shares 25,269 Est. Cost $56.03 Unrealized +21.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $1,666 Shares 24,913 Est. Cost $66.87 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,621 Shares 7,702 Est. Cost $178.73 Unrealized +15.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,620 Shares 15,212 Est. Cost $106.15 Unrealized
RDDT REDDIT INC CL A 0.1%
Value ($000) $1,584 Shares 6,888 Est. Cost $76.36 Unrealized +167.3%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $1,581 Shares 6,219 Est. Cost $221.67 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $1,555 Shares 15,113 Est. Cost $94.07 Unrealized
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.1%
Value ($000) $1,541 Shares 27,250 Est. Cost $41.42 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.1%
Value ($000) $1,483 Shares 18,096 Est. Cost $56.36 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $1,478 Shares 53,154 Est. Cost $26.75 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,474 Shares 9,556 Est. Cost $102.09 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.1%
Value ($000) $1,467 Shares 20,668 Est. Cost $64.81 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,460 Shares 15,970 Est. Cost $82.48 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.1%
Value ($000) $1,458 Shares 73,979 Est. Cost $19.03 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,455 Shares 18,205 Est. Cost $75.99 Unrealized
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.1%
Value ($000) $1,454 Shares 27,737 Est. Cost $52.43 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value ($000) $1,445 Shares 73,867 Est. Cost $18.96 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $1,422 Shares 55,731 Est. Cost $25.52 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $1,409 Shares 3,812 Est. Cost $297.49 Unrealized +29.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $1,407 Shares 2,361 Est. Cost $443.08 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,373 Shares 4,918 Est. Cost $177.98 Unrealized +49.4%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,351 Shares 9,529 Est. Cost $37.64 Unrealized +243.2%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,347 Shares 5,914 Est. Cost $154.48 Unrealized +44.4%
FAST FASTENAL CO COM 0.1%
Value ($000) $1,325 Shares 27,020 Est. Cost $38.17 Unrealized +23.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,317 Shares 2,716 Est. Cost $517.47 Unrealized -10.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,287 Shares 13,782 Est. Cost $66.30 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $1,273 Shares 5,186 Est. Cost $37.02 Unrealized +589.5%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $1,270 Shares 29,972 Est. Cost $22.02 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.1%
Value ($000) $1,268 Shares 27,214 Est. Cost $45.61 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,265 Shares 4,309 Est. Cost $259.99 Unrealized +14.5%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,262 Shares 1,082 Est. Cost $991.05 Unrealized +11.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,255 Shares 8,694 Est. Cost $131.19 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $1,244 Shares 3,499 Est. Cost $213.59 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $1,234 Shares 32,520 Est. Cost $29.19 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,223 Shares 2,638 Est. Cost $355.64 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $1,219 Shares 9,383 Est. Cost $47.56 Unrealized +197.8%
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.1%
Value ($000) $1,219 Shares 26,202 Est. Cost $46.28 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,199 Shares 20,011 Est. Cost $44.15 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,188 Shares 4,208 Est. Cost $243.29 Unrealized +17.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,171 Shares 3,391 Est. Cost $497.60 Unrealized -39.9%
SMOT VANECK MORNINGSTAR SMID MOAT ETF 0.1%
Value ($000) $1,150 Shares 31,866 Est. Cost $30.31 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.1%
Value ($000) $1,138 Shares 16,503 Est. Cost $51.86 Unrealized
PROSHARES ULTRASHORT S&P500 0.1%
Value ($000) $1,131 Shares 78,250 Est. Cost $19.67 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,119 Shares 6,916 Est. Cost $113.27 Unrealized +42.5%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $1,116 Shares 9,020 Est. Cost $80.45 Unrealized +36.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,091 Shares 9,221 Est. Cost $65.69 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,023 Shares 8,488 Est. Cost $63.32 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,011 Shares 4,964 Est. Cost $155.28 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $990 Shares 4,054 Est. Cost $141.19 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $973 Shares 5,298 Est. Cost $152.10 Unrealized +27.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $971 Shares 13,599 Est. Cost $50.22 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $967 Shares 1,937 Est. Cost $431.76 Unrealized +3.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $950 Shares 6,740 Est. Cost $108.65 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $941 Shares 3,339 Est. Cost $126.64 Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.1%
Value ($000) $929 Shares 16,459 Est. Cost $55.64 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $918 Shares 1,925 Est. Cost $243.31 Unrealized +74.8%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $914 Shares 31,387 Est. Cost $39.45 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $903 Shares 33,092 Est. Cost $43.96 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $899 Shares 1,803 Est. Cost $506.02 Unrealized +5.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $887 Shares 2,949 Est. Cost $82.33 Unrealized +231.2%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $881 Shares 4,445 Est. Cost $224.40 Unrealized -11.6%
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.1%
Value ($000) $881 Shares 61,837 Est. Cost $8.60 Unrealized +63.2%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $872 Shares 7,013 Est. Cost $115.07 Unrealized +10.2%
GBUG SPROTT ACTIVE GOLD & SILVER MINERS ETF 0.1%
Value ($000) $863 Shares 23,042 Est. Cost $37.46 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $860 Shares 1,768 Est. Cost $323.04 Unrealized +65.3%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $845 Shares 15,231 Est. Cost $109.22 Unrealized
RIOT RIOT PLATFORMS INC COM 0.1%
Value ($000) $840 Shares 44,116 Est. Cost $10.37 Unrealized +33.6%
UNP UNION PAC CORP COM 0.1%
Value ($000) $829 Shares 3,508 Est. Cost $191.52 Unrealized +16.5%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $828 Shares 3,176 Est. Cost $255.71 Unrealized +0.6%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $812 Shares 17,043 Est. Cost $33.19 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $807 Shares 8,518 Est. Cost $59.68 Unrealized +54.5%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $789 Shares 3,771 Est. Cost $147.96 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $788 Shares 10,127 Est. Cost $76.69 Unrealized +1.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $784 Shares 4,078 Est. Cost $191.91 Unrealized +6.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $781 Shares 14,731 Est. Cost $50.00 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $779 Shares 8,071 Est. Cost $69.27 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $778 Shares 7,285 Est. Cost $104.49 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $767 Shares 5,513 Est. Cost $138.73 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $766 Shares 3,108 Est. Cost $300.11 Unrealized -13.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $754 Shares 1 Est. Cost $448761.72 Unrealized +62.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $742 Shares 2,144 Est. Cost $358.62 Unrealized -2.0%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $741 Shares 8,326 Est. Cost $60.36 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $739 Shares 4,388 Est. Cost $163.78 Unrealized +8.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $738 Shares 3,217 Est. Cost $130.56 Unrealized +78.7%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $726 Shares 5,926 Est. Cost $117.14 Unrealized +1.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $725 Shares 956 Est. Cost $293.95 Unrealized +150.1%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $716 Shares 1,779 Est. Cost $185.88 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $707 Shares 6,858 Est. Cost $89.99 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $701 Shares 1,534 Est. Cost $456.96 Unrealized -1.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $700 Shares 2,938 Est. Cost $134.59 Unrealized +83.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $700 Shares 9,523 Est. Cost $64.42 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $696 Shares 3,152 Est. Cost $162.57 Unrealized +37.6%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $688 Shares 7,723 Est. Cost $47.68 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $675 Shares 13,308 Est. Cost $50.22 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $674 Shares 2,485 Est. Cost $277.10 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $661 Shares 9,659 Est. Cost $43.09 Unrealized +56.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $658 Shares 3,179 Est. Cost $198.47 Unrealized +1.5%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $644 Shares 4,602 Est. Cost $125.81 Unrealized
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $622 Shares 12,842 Est. Cost $46.35 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $613 Shares 13,070 Est. Cost $50.69 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value ($000) $609 Shares 11,243 Est. Cost $53.10 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $606 Shares 15,456 Est. Cost $31.84 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $605 Shares 3,678 Est. Cost $81.52 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $602 Shares 2,551 Est. Cost $222.79 Unrealized +2.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $598 Shares 498 Est. Cost $74.07 Unrealized +64.8%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $595 Shares 16,175 Est. Cost $18.04 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $581 Shares 600 Est. Cost $713.89 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $578 Shares 847 Est. Cost $507.66 Unrealized +41.7%
INTC INTEL CORP COM 0.0%
Value ($000) $577 Shares 17,194 Est. Cost $26.88 Unrealized -9.9%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $577 Shares 2,946 Est. Cost $79.01 Unrealized +108.1%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $566 Shares 18,013 Est. Cost $30.44 Unrealized +8.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $565 Shares 709 Est. Cost $413.94 Unrealized +77.5%
FISV FISERV INC COM 0.0%
Value ($000) $564 Shares 4,374 Est. Cost $186.47 Unrealized -23.1%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $557 Shares 5,550 Est. Cost $55.99 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $544 Shares 4,510 Est. Cost $59.16 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $543 Shares 2,516 Est. Cost $159.74 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $541 Shares 11,665 Est. Cost $46.07 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $538 Shares 5,385 Est. Cost $70.63 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $537 Shares 19,238 Est. Cost $32.35 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $535 Shares 4,123 Est. Cost $101.52 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $534 Shares 6,292 Est. Cost $53.75 Unrealized +64.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $530 Shares 2,906 Est. Cost $121.86 Unrealized +33.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $530 Shares 6,044 Est. Cost $100.14 Unrealized -6.9%
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $527 Shares 5,247 Est. Cost $100.16 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $517 Shares 1,382 Est. Cost $200.95 Unrealized +80.8%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $514 Shares 6,404 Est. Cost $74.97 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $511 Shares 1,891 Est. Cost $164.88 Unrealized +63.7%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $504 Shares 337 Est. Cost $665.18 Unrealized +126.1%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $503 Shares 13,125 Est. Cost $26.75 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $502 Shares 2,939 Est. Cost $80.20 Unrealized +111.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $500 Shares 1,369 Est. Cost $227.49 Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value ($000) $491 Shares 10,520 Est. Cost $24.03 Unrealized +62.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $486 Shares 1,476 Est. Cost $143.10 Unrealized +125.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $485 Shares 2,492 Est. Cost $126.70 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $483 Shares 1,016 Est. Cost $459.68 Unrealized +2.4%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $482 Shares 27,129 Est. Cost $16.77 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $474 Shares 7,652 Est. Cost $46.85 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $463 Shares 8,160 Est. Cost $56.80 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $459 Shares 1,857 Est. Cost $171.16 Unrealized +39.6%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $457 Shares 7,372 Est. Cost $41.50 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $449 Shares 731 Est. Cost $311.89 Unrealized +94.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $447 Shares 5,000 Est. Cost $85.74 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $446 Shares 6,769 Est. Cost $50.53 Unrealized
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 0.0%
Value ($000) $445 Shares 12,425 Est. Cost $36.43 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $438 Shares 102 Est. Cost $3686.04 Unrealized +8.8%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $431 Shares 9,393 Est. Cost $44.81 Unrealized
T AT&T INC COM 0.0%
Value ($000) $428 Shares 15,140 Est. Cost $16.63 Unrealized +68.8%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $422 Shares 2,899 Est. Cost $102.84 Unrealized +25.2%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $422 Shares 5,260 Est. Cost $76.04 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $420 Shares 1,457 Est. Cost $304.71 Unrealized -3.8%
AFL AFLAC INC COM 0.0%
Value ($000) $418 Shares 3,745 Est. Cost $67.57 Unrealized +54.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $418 Shares 2,392 Est. Cost $135.24 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $412 Shares 1,970 Est. Cost $161.24 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $412 Shares 1,510 Est. Cost $259.28 Unrealized +10.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $407 Shares 5,538 Est. Cost $55.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $405 Shares 8,987 Est. Cost $65.11 Unrealized -30.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $397 Shares 3,910 Est. Cost $55.70 Unrealized +69.0%
PRIV SPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF 0.0%
Value ($000) $397 Shares 15,555 Est. Cost $25.27 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $395 Shares 4,030 Est. Cost $91.69 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $392 Shares 3,382 Est. Cost $66.14 Unrealized +66.4%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $389 Shares 5,467 Est. Cost $67.33 Unrealized -4.7%
NKE NIKE INC CL B 0.0%
Value ($000) $388 Shares 5,570 Est. Cost $98.23 Unrealized -24.9%
CRM SALESFORCE INC COM 0.0%
Value ($000) $388 Shares 1,637 Est. Cost $193.27 Unrealized +30.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $386 Shares 4,827 Est. Cost $72.28 Unrealized +17.1%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $386 Shares 5,389 Est. Cost $65.95 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $385 Shares 2,421 Est. Cost $81.14 Unrealized +80.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $384 Shares 4,563 Est. Cost $77.51 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $383 Shares 2,110 Est. Cost $109.25 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $382 Shares 8,496 Est. Cost $37.36 Unrealized +26.1%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $379 Shares 4,697 Est. Cost $47.29 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $378 Shares 3,876 Est. Cost $57.65 Unrealized +79.6%
ETHU 2X ETHER ETF 0.0%
Value ($000) $376 Shares 2,898 Est. Cost $129.86 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $372 Shares 1,734 Est. Cost $134.44 Unrealized +48.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $372 Shares 4,395 Est. Cost $89.26 Unrealized -0.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $369 Shares 3,881 Est. Cost $74.58 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $366 Shares 1,312 Est. Cost $176.19 Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $365 Shares 8,087 Est. Cost $45.75 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $363 Shares 2,701 Est. Cost $75.94 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $359 Shares 8,858 Est. Cost $40.03 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $356 Shares 3,638 Est. Cost $71.76 Unrealized +30.3%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value ($000) $356 Shares 10,323 Est. Cost $32.82 Unrealized -33.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $352 Shares 1,423 Est. Cost $230.13 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $351 Shares 576 Est. Cost $439.35 Unrealized +28.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $348 Shares 1,159 Est. Cost $213.04 Unrealized +29.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $331 Shares 3,308 Est. Cost $83.07 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $331 Shares 2,134 Est. Cost $94.92 Unrealized +61.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $329 Shares 4,983 Est. Cost $45.70 Unrealized +34.4%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $329 Shares 9,590 Est. Cost $28.02 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $327 Shares 423 Est. Cost $563.41 Unrealized +24.8%
CCJ CAMECO CORP COM 0.0%
Value ($000) $325 Shares 3,876 Est. Cost $53.26 Unrealized +45.3%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $319 Shares 444 Est. Cost $461.14 Unrealized 0.0%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $319 Shares 5,164 Est. Cost $39.08 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $311 Shares 1,439 Est. Cost $171.02 Unrealized +31.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $309 Shares 1,494 Est. Cost $145.78 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $308 Shares 3,100 Est. Cost $48.89 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $307 Shares 1,006 Est. Cost $181.64 Unrealized +49.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $307 Shares 3,518 Est. Cost $70.50 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $306 Shares 1,611 Est. Cost $165.61 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $305 Shares 1,121 Est. Cost $200.58 Unrealized +25.1%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST 0.0%
Value ($000) $303 Shares 6,180 Est. Cost $45.99 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $301 Shares 2,296 Est. Cost $91.95 Unrealized +47.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $301 Shares 3,586 Est. Cost $67.65 Unrealized +18.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $299 Shares 2,197 Est. Cost $92.08 Unrealized +37.3%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $297 Shares 3,877 Est. Cost $59.64 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $293 Shares 2,795 Est. Cost $104.89 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $291 Shares 2,306 Est. Cost $107.85 Unrealized +14.6%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $289 Shares 1,717 Est. Cost $115.22 Unrealized +18.8%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $288 Shares 2,822 Est. Cost $49.91 Unrealized +89.8%
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.0%
Value ($000) $287 Shares 3,124 Est. Cost $91.97 Unrealized
FQAL FQAL 0.0%
Value ($000) $285 Shares 3,810 Est. Cost $74.72 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $284 Shares 5,435 Est. Cost $51.43 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $284 Shares 805 Est. Cost $351.25 Unrealized +2.1%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $284 Shares 3,386 Est. Cost $66.50 Unrealized 0.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $283 Shares 1,253 Est. Cost $190.41 Unrealized +12.8%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $281 Shares 1,756 Est. Cost $102.46 Unrealized +74.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $278 Shares 3,409 Est. Cost $55.86 Unrealized +46.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $278 Shares 2,914 Est. Cost $74.32 Unrealized +27.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $278 Shares 1,160 Est. Cost $174.97 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $276 Shares 5,790 Est. Cost $38.81 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $276 Shares 2,174 Est. Cost $108.83 Unrealized +26.0%
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $275 Shares 5,368 Est. Cost $41.43 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $273 Shares 611 Est. Cost $424.19 Unrealized +13.1%
SRE SEMPRA COM 0.0%
Value ($000) $272 Shares 3,027 Est. Cost $68.21 Unrealized +17.0%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $272 Shares 3,136 Est. Cost $68.46 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $270 Shares 50 Est. Cost $4796.11 Unrealized +16.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $268 Shares 1,431 Est. Cost $223.65 Unrealized -17.7%
TFI SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value ($000) $266 Shares 5,846 Est. Cost $45.62 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $266 Shares 3,427 Est. Cost $74.89 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $266 Shares 611 Est. Cost $333.45 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $265 Shares 3,954 Est. Cost $78.84 Unrealized -10.8%
PFE PFIZER INC COM 0.0%
Value ($000) $265 Shares 10,382 Est. Cost $39.84 Unrealized -39.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $264 Shares 1,091 Est. Cost $200.80 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $260 Shares 1,930 Est. Cost $226.37 Unrealized -30.4%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $259 Shares 3,275 Est. Cost $89.17 Unrealized -12.4%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $257 Shares 3,081 Est. Cost $64.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $256 Shares 8,187 Est. Cost $24.86 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $252 Shares 3,772 Est. Cost $74.19 Unrealized -6.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $250 Shares 5,686 Est. Cost $33.16 Unrealized +28.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $250 Shares 5,389 Est. Cost $42.60 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $249 Shares 3,251 Est. Cost $68.39 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $248 Shares 2,845 Est. Cost $76.56 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $248 Shares 1,325 Est. Cost $211.00 Unrealized -14.9%
STAG STAG INDL INC COM 0.0%
Value ($000) $247 Shares 7,000 Est. Cost $32.31 Unrealized
NUAG NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $246 Shares 11,567 Est. Cost $20.46 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $246 Shares 3,375 Est. Cost $58.96 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $243 Shares 4,877 Est. Cost $45.64 Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $237 Shares 12,524 Est. Cost $19.64 Unrealized -2.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $236 Shares 2,130 Est. Cost $100.72 Unrealized +11.5%
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $236 Shares 3,904 Est. Cost $60.42 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $236 Shares 5,300 Est. Cost $44.48 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $235 Shares 1,199 Est. Cost $153.62 Unrealized +18.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $235 Shares 1,149 Est. Cost $157.45 Unrealized +14.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $231 Shares 1,379 Est. Cost $127.82 Unrealized 0.0%
ETHT PROSHARES ULTRA ETHER ETF 0.0%
Value ($000) $230 Shares 2,558 Est. Cost $90.01 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $230 Shares 2,411 Est. Cost $172.23 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $229 Shares 798 Est. Cost $241.79 Unrealized +10.3%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $228 Shares 1,987 Est. Cost $102.28 Unrealized +5.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $227 Shares 1,837 Est. Cost $110.55 Unrealized +8.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $227 Shares 1,495 Est. Cost $121.63 Unrealized +20.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $227 Shares 11,126 Est. Cost $18.04 Unrealized +18.2%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $226 Shares 2,469 Est. Cost $65.34 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $226 Shares 880 Est. Cost $256.30 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $224 Shares 1,910 Est. Cost $117.15 Unrealized -1.5%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $224 Shares 1,534 Est. Cost $142.31 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $223 Shares 4,000 Est. Cost $52.21 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $219 Shares 681 Est. Cost $364.63 Unrealized +1.8%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $218 Shares 4,465 Est. Cost $46.44 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $217 Shares 2,641 Est. Cost $78.85 Unrealized 0.0%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $212 Shares 2,040 Est. Cost $100.14 Unrealized +6.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $211 Shares 1,010 Est. Cost $195.01 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $209 Shares 1,513 Est. Cost $137.83 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $208 Shares 845 Est. Cost $238.95 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $207 Shares 8,412 Est. Cost $21.88 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $206 Shares 1,970 Est. Cost $104.50 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $205 Shares 749 Est. Cost $158.00 Unrealized +71.1%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $201 Shares 1,750 Est. Cost $115.01 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $200 Shares 14,640 Est. Cost $10.28 Unrealized +36.2%
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $178 Shares 26,526 Est. Cost $4.24 Unrealized +54.6%
SOTK SONO TEK CORP COM 0.0%
Value ($000) $162 Shares 36,671 Est. Cost $6.58 Unrealized -45.0%
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $150 Shares 17,133 Est. Cost $6.42 Unrealized +39.2%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $135 Shares 10,578 Est. Cost $13.41 Unrealized +0.1%
UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM 0.0%
Value ($000) $86 Shares 20,920 Est. Cost $2.42 Unrealized
DNN DENISON MINES CORP COM 0.0%
Value ($000) $29 Shares 10,700 Est. Cost $1.90 Unrealized +16.6%