Stephens Consulting, LLC Diversified Active

CIK: 0001961632 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jan 20, 2023

Total Value ($000): $122,917 (99.6% shares, 0.4% debt)

Holdings (543)

VOO VANGUARD INDEX FDS 14.4%
Value ($000) $17,720 Shares 51,085 Est. Cost $429.64 Unrealized
MUB ISHARES TR 13.2%
Value ($000) $16,243 Shares 152,716 Est. Cost $106.60 Unrealized
VTV VANGUARD INDEX FDS 11.9%
Value ($000) $14,615 Shares 110,817 Est. Cost $144.99 Unrealized
VO VANGUARD INDEX FDS 7.0%
Value ($000) $8,589 Shares 43,604 Est. Cost $251.15 Unrealized
BND VANGUARD BD INDEX FDS 3.3%
Value ($000) $4,084 Shares 54,261 Est. Cost $84.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $3,841 Shares 14,068 Est. Cost $286.41 Unrealized +9.5%
AVDE AMERICAN CENTY ETF TR 1.8%
Value ($000) $2,251 Shares 44,163 Est. Cost $62.45 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $2,112 Shares 15,451 Est. Cost $154.71 Unrealized -3.9%
VB VANGUARD INDEX FDS 1.7%
Value ($000) $2,084 Shares 11,835 Est. Cost $219.62 Unrealized
BF/B BROWN FORMAN CORP 1.6%
Value ($000) $1,964 Shares 27,995 Est. Cost $65.35 Unrealized -4.3%
IEFA ISHARES TR 1.5%
Value ($000) $1,885 Shares 32,038 Est. Cost $73.26 Unrealized
ESGV VANGUARD WORLD FD 1.5%
Value ($000) $1,862 Shares 28,044 Est. Cost $79.75 Unrealized
IWF ISHARES TR 1.4%
Value ($000) $1,684 Shares 7,701 Est. Cost $305.58 Unrealized
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $1,667 Shares 16,395 Est. Cost $110.31 Unrealized
BF/A BROWN FORMAN CORP 1.3%
Value ($000) $1,589 Shares 23,494 Est. Cost $61.08 Unrealized -3.2%
IVV ISHARES TR 1.2%
Value ($000) $1,482 Shares 3,909 Est. Cost $470.42 Unrealized
ESML ISHARES TR 1.1%
Value ($000) $1,408 Shares 44,708 Est. Cost $40.02 Unrealized
RJF RAYMOND JAMES FINL INC 1.0%
Value ($000) $1,252 Shares 14,005 Est. Cost $92.93 Unrealized -0.2%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,166 Shares 4,538 Est. Cost $313.41 Unrealized -15.9%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,037 Shares 3,701 Est. Cost $313.13 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $1,023 Shares 9,160 Est. Cost $145.56 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $867 Shares 3,890 Est. Cost $320.90 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $861 Shares 6,413 Est. Cost $162.75 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $854 Shares 4,808 Est. Cost $145.09 Unrealized +10.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.7%
Value ($000) $837 Shares 20,513 Est. Cost $47.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $786 Shares 18,879 Est. Cost $49.46 Unrealized
BA BOEING CO 0.6%
Value ($000) $783 Shares 5,730 Est. Cost $211.28 Unrealized -30.2%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $704 Shares 6,252 Est. Cost $147.83 Unrealized -23.5%
EFA ISHARES TR 0.5%
Value ($000) $644 Shares 10,299 Est. Cost $78.68 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $634 Shares 3,805 Est. Cost $145.01 Unrealized +3.3%
VXF VANGUARD INDEX FDS 0.5%
Value ($000) $631 Shares 4,815 Est. Cost $182.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $520 Shares 3,624 Est. Cost $170.22 Unrealized
DTE DTE ENERGY CO 0.4%
Value ($000) $497 Shares 3,920 Est. Cost $99.45 Unrealized +15.7%
VOTE ENGINE NO 1 ETF TRUST 0.4%
Value ($000) $457 Shares 10,441 Est. Cost $51.92 Unrealized
LINDE PLC 0.3%
Value ($000) $415 Shares 1,442 Est. Cost $346.53 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $412 Shares 2,869 Est. Cost $134.13 Unrealized +2.4%
GLD SPDR GOLD TR 0.3%
Value ($000) $404 Shares 2,401 Est. Cost $170.96 Unrealized
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $390 Shares 5,023 Est. Cost $82.89 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $375 Shares 3,689 Est. Cost $113.47 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $366 Shares 8,762 Est. Cost $32.79 Unrealized +17.3%
MTUM ISHARES TR 0.3%
Value ($000) $365 Shares 2,676 Est. Cost $181.82 Unrealized
FRDM EA SERIES TRUST 0.3%
Value ($000) $360 Shares 13,048 Est. Cost $32.35 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $346 Shares 4,043 Est. Cost $58.23 Unrealized +36.7%
ABBV ABBVIE INC 0.3%
Value ($000) $340 Shares 2,221 Est. Cost $101.71 Unrealized +31.9%
AMGN AMGEN INC 0.3%
Value ($000) $338 Shares 1,390 Est. Cost $185.15 Unrealized +18.1%
IJH ISHARES TR 0.3%
Value ($000) $330 Shares 1,456 Est. Cost $255.28 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $328 Shares 2,504 Est. Cost $126.00 Unrealized -0.5%
TSLA TESLA INC 0.3%
Value ($000) $326 Shares 484 Est. Cost $314.11 Unrealized -13.1%
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $310 Shares 25,789 Est. Cost $13.03 Unrealized -14.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $308 Shares 2,425 Est. Cost $169.85 Unrealized
WMT WALMART INC 0.2%
Value ($000) $307 Shares 2,526 Est. Cost $45.15 Unrealized -2.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $307 Shares 1,716 Est. Cost $186.69 Unrealized +5.7%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $291 Shares 1,942 Est. Cost $178.34 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $289 Shares 2,540 Est. Cost $118.79 Unrealized
APPLE INC 0.2%
Value ($000) $273 Shares 2,000 Est. Cost Unrealized
CMS CMS ENERGY CORP 0.2%
Value ($000) $271 Shares 4,015 Est. Cost $54.05 Unrealized +14.1%
HD HOME DEPOT INC 0.2%
Value ($000) $270 Shares 983 Est. Cost $343.18 Unrealized -21.6%
SYK STRYKER CORPORATION 0.2%
Value ($000) $260 Shares 1,309 Est. Cost $251.12 Unrealized -10.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $260 Shares 3,406 Est. Cost $78.72 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $253 Shares 1,647 Est. Cost $170.14 Unrealized -11.3%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $251 Shares 4,275 Est. Cost $66.81 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $231 Shares 2,754 Est. Cost $115.64 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $230 Shares 2,523 Est. Cost $114.21 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $224 Shares 2,909 Est. Cost $49.23 Unrealized +32.0%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $212 Shares 1,260 Est. Cost $236.02 Unrealized -11.8%
OUSA ALPS ETF TR 0.2%
Value ($000) $211 Shares 5,227 Est. Cost $40.35 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $205 Shares 2,170 Est. Cost $147.17 Unrealized -26.3%
ISTB ISHARES TR 0.2%
Value ($000) $203 Shares 4,277 Est. Cost $47.67 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $192 Shares 1,787 Est. Cost $86.27 Unrealized +10.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $175 Shares 707 Est. Cost $227.76 Unrealized -0.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $175 Shares 1,643 Est. Cost $127.23 Unrealized -1.7%
ORCL ORACLE CORP 0.1%
Value ($000) $170 Shares 2,432 Est. Cost $88.90 Unrealized -21.4%
SO SOUTHERN CO 0.1%
Value ($000) $170 Shares 2,379 Est. Cost $54.72 Unrealized +17.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $169 Shares 1,045 Est. Cost $198.94 Unrealized -19.6%
ESGE ISHARES INC 0.1%
Value ($000) $169 Shares 5,228 Est. Cost $38.60 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $168 Shares 15,123 Est. Cost $14.01 Unrealized -24.7%
PFE PFIZER INC 0.1%
Value ($000) $165 Shares 3,151 Est. Cost $40.23 Unrealized +4.4%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $149 Shares 456 Est. Cost $455.88 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $148 Shares 2,924 Est. Cost $59.83 Unrealized -17.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $146 Shares 1,483 Est. Cost $76.31 Unrealized +11.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $144 Shares 300 Est. Cost $348.21 Unrealized +24.3%
MRNA MODERNA INC 0.1%
Value ($000) $143 Shares 1,002 Est. Cost $292.38 Unrealized -51.1%
BP PLC 0.1%
Value ($000) $142 Shares 5,000 Est. Cost Unrealized
USMV ISHARES TR 0.1%
Value ($000) $134 Shares 1,912 Est. Cost $80.89 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $126 Shares 511 Est. Cost $223.48 Unrealized +6.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $125 Shares 1,346 Est. Cost $80.49 Unrealized +6.7%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $122 Shares 1,782 Est. Cost $68.36 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $119 Shares 1,506 Est. Cost $91.01 Unrealized -7.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $115 Shares 2,700 Est. Cost $50.47 Unrealized -15.2%
EAGG ISHARES TR 0.1%
Value ($000) $112 Shares 2,295 Est. Cost $48.94 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $111 Shares 2,230 Est. Cost $58.17 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $111 Shares 971 Est. Cost $175.16 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $111 Shares 655 Est. Cost $222.45 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $111 Shares 293 Est. Cost $457.62 Unrealized
DOW DOW INC 0.1%
Value ($000) $110 Shares 2,124 Est. Cost $45.04 Unrealized +15.0%
DE DEERE & CO 0.1%
Value ($000) $109 Shares 365 Est. Cost $328.58 Unrealized +6.4%
LUCID GROUP INC 0.1%
Value ($000) $106 Shares 6,194 Est. Cost $38.05 Unrealized
NVAX NOVAVAX INC 0.1%
Value ($000) $103 Shares 2,002 Est. Cost $171.82 Unrealized -69.9%
GOOG ALPHABET INC 0.1%
Value ($000) $103 Shares 47 Est. Cost $143.45 Unrealized -18.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $103 Shares 2,616 Est. Cost $46.14 Unrealized -16.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $102 Shares 2,008 Est. Cost $40.39 Unrealized -0.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $101 Shares 717 Est. Cost $106.49 Unrealized +10.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $99 Shares 321 Est. Cost $362.83 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $98 Shares 457 Est. Cost $163.59 Unrealized +21.5%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $96 Shares 1,960 Est. Cost $39.86 Unrealized +16.8%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $95 Shares 1,184 Est. Cost $86.04 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $95 Shares 738 Est. Cost $135.75 Unrealized
SMMV ISHARES TR 0.1%
Value ($000) $92 Shares 2,706 Est. Cost $34.48 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $91 Shares 835 Est. Cost $117.17 Unrealized -9.5%
ACH OWENS & MINOR INC NEW 0.1%
Value ($000) $91 Shares 2,883 Est. Cost $39.20 Unrealized -7.6%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $90 Shares 14,750 Est. Cost $6.35 Unrealized
PII POLARIS INC 0.1%
Value ($000) $90 Shares 910 Est. Cost $117.80 Unrealized -12.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $89 Shares 925 Est. Cost $72.48 Unrealized +19.5%
INTC INTEL CORP 0.1%
Value ($000) $89 Shares 2,371 Est. Cost $47.29 Unrealized -14.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $89 Shares 612 Est. Cost $96.10 Unrealized +48.5%
INGR INGREDION INC 0.1%
Value ($000) $88 Shares 1,000 Est. Cost $96.21 Unrealized -6.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $88 Shares 1,078 Est. Cost $120.31 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $87 Shares 1,603 Est. Cost $43.54 Unrealized +28.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $84 Shares 500 Est. Cost $243.61 Unrealized -25.7%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $84 Shares 216 Est. Cost $480.51 Unrealized -26.9%
V VISA INC 0.1%
Value ($000) $83 Shares 420 Est. Cost $208.13 Unrealized -3.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $83 Shares 1,740 Est. Cost $49.71 Unrealized -18.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $82 Shares 160 Est. Cost $423.41 Unrealized +11.3%
STLA STELLANTIS N.V 0.1%
Value ($000) $82 Shares 6,632 Est. Cost $18.98 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $81 Shares 355 Est. Cost $255.18 Unrealized -11.3%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $80 Shares 1,253 Est. Cost $70.96 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $79 Shares 668 Est. Cost $121.86 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $79 Shares 164 Est. Cost $397.15 Unrealized +18.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $79 Shares 1,419 Est. Cost $29.21 Unrealized -13.3%
KO COCA COLA CO 0.1%
Value ($000) $77 Shares 1,223 Est. Cost $49.18 Unrealized +15.4%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $76 Shares 988 Est. Cost $76.79 Unrealized
TWITTER INC 0.1%
Value ($000) $75 Shares 2,000 Est. Cost Unrealized
BNTX BIONTECH SE 0.1%
Value ($000) $75 Shares 500 Est. Cost $257.80 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $73 Shares 385 Est. Cost $241.44 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $72 Shares 1,082 Est. Cost $76.34 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $72 Shares 494 Est. Cost $167.93 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $71 Shares 784 Est. Cost $69.89 Unrealized +13.3%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $71 Shares 873 Est. Cost $88.33 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $70 Shares 1,392 Est. Cost $65.85 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $69 Shares 897 Est. Cost $72.47 Unrealized -5.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $69 Shares 474 Est. Cost $164.67 Unrealized -10.3%
TGT TARGET CORP 0.1%
Value ($000) $68 Shares 481 Est. Cost $211.26 Unrealized -19.4%
RYAAY RYANAIR HOLDINGS PLC 0.1%
Value ($000) $67 Shares 1,000 Est. Cost $102.33 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $67 Shares 726 Est. Cost $113.67 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $66 Shares 580 Est. Cost $114.92 Unrealized -5.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $66 Shares 1,056 Est. Cost $55.45 Unrealized +3.2%
MARATHON OIL CORP 0.1%
Value ($000) $65 Shares 2,894 Est. Cost $22.44 Unrealized
MMM 3M CO 0.1%
Value ($000) $64 Shares 498 Est. Cost $127.29 Unrealized -17.4%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $64 Shares 4,178 Est. Cost $21.54 Unrealized +11.0%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $64 Shares 1,337 Est. Cost $69.63 Unrealized -25.6%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $64 Shares 965 Est. Cost $58.64 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $63 Shares 296 Est. Cost $222.55 Unrealized -6.2%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $62 Shares 886 Est. Cost $84.55 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $62 Shares 516 Est. Cost $119.34 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $61 Shares 633 Est. Cost $81.02 Unrealized +9.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $60 Shares 1,100 Est. Cost $64.55 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 460 Est. Cost $150.33 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $59 Shares 1,903 Est. Cost $39.49 Unrealized -17.1%
EEMV ISHARES INC 0.0%
Value ($000) $59 Shares 1,067 Est. Cost $55.43 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $59 Shares 339 Est. Cost $184.07 Unrealized -9.7%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 336 Est. Cost $221.02 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $57 Shares 2,153 Est. Cost $32.09 Unrealized -11.6%
ESGD ISHARES TR 0.0%
Value ($000) $57 Shares 901 Est. Cost $79.46 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $56 Shares 228 Est. Cost $206.36 Unrealized +6.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $76.29 Unrealized -12.8%
IEMG ISHARES INC 0.0%
Value ($000) $54 Shares 1,106 Est. Cost $59.86 Unrealized
T AT&T INC 0.0%
Value ($000) $51 Shares 2,437 Est. Cost $14.67 Unrealized +11.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $51 Shares 243 Est. Cost $200.67 Unrealized +0.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $50 Shares 855 Est. Cost $73.87 Unrealized -17.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $49 Shares 1,161 Est. Cost $30.66 Unrealized +14.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $48 Shares 725 Est. Cost $60.13 Unrealized +2.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $85.07 Unrealized -62.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $48 Shares 1,246 Est. Cost $32.61 Unrealized +12.8%
NIO NIO INC 0.0%
Value ($000) $47 Shares 2,182 Est. Cost $31.68 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $47 Shares 300 Est. Cost $121.46 Unrealized +30.5%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $46 Shares 300 Est. Cost $227.85 Unrealized
BP BP PLC 0.0%
Value ($000) $46 Shares 1,625 Est. Cost $26.63 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $45 Shares 598 Est. Cost $92.32 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $45 Shares 567 Est. Cost $115.27 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $45 Shares 1,125 Est. Cost $92.91 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $44 Shares 1,295 Est. Cost $35.03 Unrealized
PINE IS ACQUISITION CORP 0.0%
Value ($000) $44 Shares 4,500 Est. Cost $9.86 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $44 Shares 988 Est. Cost $45.28 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $43 Shares 576 Est. Cost $55.82 Unrealized +10.8%
VLUE ISHARES TR 0.0%
Value ($000) $43 Shares 477 Est. Cost $90.52 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $43 Shares 264 Est. Cost $329.69 Unrealized -41.9%
IWR ISHARES TR 0.0%
Value ($000) $42 Shares 656 Est. Cost $83.01 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $42 Shares 500 Est. Cost $87.47 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $41 Shares 700 Est. Cost $29.61 Unrealized +96.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $41 Shares 423 Est. Cost $88.87 Unrealized -0.4%
XYZ BLOCK INC 0.0%
Value ($000) $40 Shares 650 Est. Cost $216.70 Unrealized -57.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $39 Shares 18 Est. Cost $142.94 Unrealized -18.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $39 Shares 81 Est. Cost $489.99 Unrealized -1.0%
LI LI AUTO INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $32.10 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $38 Shares 833 Est. Cost $51.27 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $37 Shares 132 Est. Cost $194.45 Unrealized +37.6%
THOMSON REUTERS CORP. 0.0%
Value ($000) $36 Shares 348 Est. Cost $119.74 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $36 Shares 210 Est. Cost $210.50 Unrealized -20.8%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $23.81 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $35 Shares 620 Est. Cost $60.67 Unrealized -2.1%
HILLENBRAND INC 0.0%
Value ($000) $35 Shares 856 Est. Cost $51.99 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 249 Est. Cost $183.85 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $34 Shares 116 Est. Cost $387.01 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $34 Shares 270 Est. Cost $155.46 Unrealized -14.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $33 Shares 262 Est. Cost $146.06 Unrealized -14.5%
ESPO VANECK ETF TRUST 0.0%
Value ($000) $33 Shares 700 Est. Cost $66.24 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $33 Shares 350 Est. Cost $115.56 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $33 Shares 1,113 Est. Cost $30.13 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $33 Shares 518 Est. Cost $61.56 Unrealized -22.7%
NKE NIKE INC 0.0%
Value ($000) $33 Shares 321 Est. Cost $154.55 Unrealized -28.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $32 Shares 1,923 Est. Cost $13.20 Unrealized +16.1%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $31 Shares 125 Est. Cost $330.52 Unrealized -14.2%
XHE SPDR SER TR 0.0%
Value ($000) $30 Shares 356 Est. Cost $117.30 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $40.40 Unrealized -6.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $29 Shares 767 Est. Cost $52.16 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $28 Shares 115 Est. Cost $288.33 Unrealized -11.5%
IJS ISHARES TR 0.0%
Value ($000) $28 Shares 316 Est. Cost $102.75 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $28 Shares 580 Est. Cost $48.09 Unrealized -12.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $28 Shares 302 Est. Cost $44.45 Unrealized -2.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $28 Shares 308 Est. Cost $102.03 Unrealized -11.4%
AMLP ALPS ETF TR 0.0%
Value ($000) $28 Shares 800 Est. Cost $32.74 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $132.13 Unrealized -79.4%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $27 Shares 562 Est. Cost $62.42 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $27 Shares 55 Est. Cost $51.79 Unrealized +1.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $27 Shares 49 Est. Cost $592.20 Unrealized -8.0%
HYG ISHARES TR 0.0%
Value ($000) $27 Shares 360 Est. Cost $87.01 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $25 Shares 156 Est. Cost $211.46 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $24 Shares 269 Est. Cost $131.12 Unrealized -19.1%
FLR FLUOR CORP NEW 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $21.28 Unrealized +26.2%
LLY LILLY ELI & CO 0.0%
Value ($000) $24 Shares 75 Est. Cost $243.85 Unrealized +19.3%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 392 Est. Cost $61.86 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $24 Shares 2,647 Est. Cost $7.65 Unrealized +4.8%
SLV ISHARES SILVER TR 0.0%
Value ($000) $24 Shares 1,279 Est. Cost $21.51 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $24 Shares 205 Est. Cost $114.87 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 59 Est. Cost $463.97 Unrealized -8.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $21 Shares 226 Est. Cost $116.64 Unrealized -11.2%
BLACKROCK INC 0.0%
Value ($000) $21 Shares 35 Est. Cost $889.60 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $21 Shares 333 Est. Cost $61.44 Unrealized +6.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $21 Shares 105 Est. Cost $344.06 Unrealized -31.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $126.23 Unrealized -9.0%
SYY SYSCO CORP 0.0%
Value ($000) $21 Shares 248 Est. Cost $68.78 Unrealized +10.1%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 138 Est. Cost $210.82 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $20 Shares 42 Est. Cost $796.14 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $20 Shares 439 Est. Cost $32.52 Unrealized +26.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $19 Shares 667 Est. Cost $38.94 Unrealized -4.8%
FISKER INC 0.0%
Value ($000) $19 Shares 2,236 Est. Cost $15.73 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $19 Shares 173 Est. Cost $132.52 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $19 Shares 75 Est. Cost $267.51 Unrealized -15.4%
KMX CARMAX INC 0.0%
Value ($000) $19 Shares 210 Est. Cost $140.03 Unrealized -32.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $19 Shares 44 Est. Cost $308.96 Unrealized +28.8%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $19 Shares 90 Est. Cost $226.55 Unrealized -7.8%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $19 Shares 374 Est. Cost $49.54 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $18 Shares 145 Est. Cost $112.15 Unrealized +7.0%
LAM RESEARCH CORP 0.0%
Value ($000) $18 Shares 43 Est. Cost $426.14 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $18 Shares 213 Est. Cost $98.39 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $18 Shares 405 Est. Cost $32.91 Unrealized -12.0%
AOR ISHARES TR 0.0%
Value ($000) $18 Shares 369 Est. Cost $57.08 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $19.04 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 116 Est. Cost $27.46 Unrealized -31.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 245 Est. Cost $70.13 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $17 Shares 29 Est. Cost $611.44 Unrealized +5.7%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 540 Est. Cost $36.72 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $17 Shares 162 Est. Cost $102.52 Unrealized +24.7%
RBLX ROBLOX CORP 0.0%
Value ($000) $16 Shares 502 Est. Cost $63.05 Unrealized -46.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $16 Shares 51 Est. Cost $337.80 Unrealized -0.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 80 Est. Cost $281.79 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $16 Shares 43 Est. Cost $625.08 Unrealized -34.9%
SHEL SHELL PLC 0.0%
Value ($000) $16 Shares 300 Est. Cost $54.93 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $39.41 Unrealized -20.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $15 Shares 143 Est. Cost $207.41 Unrealized -49.2%
DOV DOVER CORP 0.0%
Value ($000) $15 Shares 127 Est. Cost $159.43 Unrealized -19.0%
UEIC UNIVERSAL ELECTRS INC 0.0%
Value ($000) $15 Shares 600 Est. Cost $41.40 Unrealized -32.4%
ALC ALCON AG 0.0%
Value ($000) $15 Shares 212 Est. Cost $81.30 Unrealized -11.2%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $15 Shares 156 Est. Cost $127.01 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.36 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $14 Shares 1,270 Est. Cost $11.33 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $14 Shares 177 Est. Cost $66.69 Unrealized +4.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $14 Shares 355 Est. Cost $44.41 Unrealized -10.0%
AFL AFLAC INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $52.33 Unrealized +3.9%
ETF MANAGERS TR 0.0%
Value ($000) $14 Shares 301 Est. Cost $61.45 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $19.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $14 Shares 75 Est. Cost $168.57 Unrealized -9.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 340 Est. Cost $52.79 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 120 Est. Cost $161.34 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 150 Est. Cost $62.64 Unrealized +43.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $13 Shares 163 Est. Cost $81.65 Unrealized +5.7%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $13 Shares 580 Est. Cost $22.65 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $13 Shares 67 Est. Cost $216.94 Unrealized -19.3%
IEUR ISHARES TR 0.0%
Value ($000) $13 Shares 295 Est. Cost $53.40 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $13 Shares 912 Est. Cost $23.77 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $202.10 Unrealized -11.2%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $13 Shares 3,700 Est. Cost $6.94 Unrealized -43.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $13 Shares 57 Est. Cost $311.25 Unrealized -20.3%
GIB CGI INC 0.0%
Value ($000) $13 Shares 159 Est. Cost $87.15 Unrealized -7.9%
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $17.11 Unrealized -53.4%
EEM ISHARES TR 0.0%
Value ($000) $13 Shares 314 Est. Cost $48.85 Unrealized
XT ISHARES TR 0.0%
Value ($000) $12 Shares 259 Est. Cost $66.07 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 528 Est. Cost $33.57 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $12 Shares 260 Est. Cost $290.76 Unrealized -67.3%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $12 Shares 272 Est. Cost $55.59 Unrealized
UFO PROCURE ETF TRUST II 0.0%
Value ($000) $12 Shares 600 Est. Cost $27.06 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $12 Shares 50 Est. Cost $314.21 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $12 Shares 227 Est. Cost $63.06 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 286 Est. Cost $51.79 Unrealized
SUMMIT MATLS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $40.14 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $11 Shares 95 Est. Cost $131.96 Unrealized -6.5%
FSK FS KKR CAP CORP 0.0%
Value ($000) $11 Shares 568 Est. Cost $11.76 Unrealized +4.0%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $11 Shares 42 Est. Cost $291.56 Unrealized -10.0%
MATTERPORT INC 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $20.64 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $131.47 Unrealized -4.9%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 133 Est. Cost $64.72 Unrealized +25.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $174.29 Unrealized -16.5%
CANOO INC 0.0%
Value ($000) $11 Shares 5,800 Est. Cost $7.72 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $11 Shares 430 Est. Cost $21.56 Unrealized +42.1%
IGIB ISHARES TR 0.0%
Value ($000) $11 Shares 208 Est. Cost $59.27 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 Shares 101 Est. Cost $143.40 Unrealized -20.2%
MRAM EVERSPIN TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $9.05 Unrealized -28.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $10 Shares 115 Est. Cost $95.16 Unrealized -5.6%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $10 Shares 240 Est. Cost $48.07 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $10 Shares 172 Est. Cost $72.85 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $10 Shares 275 Est. Cost $12.61 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $10 Shares 91 Est. Cost $112.00 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $10 Shares 286 Est. Cost $43.67 Unrealized +0.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.98 Unrealized
CPRT COPART INC 0.0%
Value ($000) $10 Shares 91 Est. Cost $37.11 Unrealized -23.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $89.50 Unrealized -0.9%
DEO DIAGEO PLC 0.0%
Value ($000) $10 Shares 56 Est. Cost $220.14 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $10 Shares 104 Est. Cost $143.75 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $10 Shares 254 Est. Cost $29.49 Unrealized +13.8%
SKIN THE BEAUTY HEALTH COMPANY 0.0%
Value ($000) $10 Shares 750 Est. Cost $25.77 Unrealized -48.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $10 Shares 57 Est. Cost $150.02 Unrealized +0.1%
SDOG ALPS ETF TR 0.0%
Value ($000) $10 Shares 190 Est. Cost $53.59 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $10 Shares 125 Est. Cost $86.77 Unrealized -16.5%
GSK PLC 0.0%
Value ($000) $9 Shares 215 Est. Cost $44.10 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.37 Unrealized +4.7%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $9 Shares 744 Est. Cost $12.37 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $79.08 Unrealized -38.9%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 877 Est. Cost $11.12 Unrealized -16.4%
PINS PINTEREST INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $44.44 Unrealized -52.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $9 Shares 141 Est. Cost $73.17 Unrealized -9.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $9 Shares 33 Est. Cost $427.35 Unrealized -25.0%
ZVRA KEMPHARM INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $8.92 Unrealized -48.9%
CME CME GROUP INC 0.0%
Value ($000) $9 Shares 43 Est. Cost $184.82 Unrealized -1.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $627.75 Unrealized -35.0%
IJK ISHARES TR 0.0%
Value ($000) $9 Shares 136 Est. Cost $85.26 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 119 Est. Cost $76.44 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $8 Shares 90 Est. Cost $110.68 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $8 Shares 60 Est. Cost $117.11 Unrealized +26.1%
USHY ISHARES TR 0.0%
Value ($000) $8 Shares 245 Est. Cost $41.10 Unrealized
LEVGQ THE LION ELECTRIC COMPANY 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $11.26 Unrealized -47.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $8 Shares 146 Est. Cost $47.25 Unrealized +23.6%
CERS CERUS CORP 0.0%
Value ($000) $8 Shares 1,575 Est. Cost $6.73 Unrealized -25.8%
PLUG PLUG POWER INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $34.60 Unrealized -42.7%
POST POST HLDGS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.58 Unrealized +13.1%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $8 Shares 102 Est. Cost $130.23 Unrealized -35.5%
ICLR ICON PLC 0.0%
Value ($000) $8 Shares 37 Est. Cost $279.80 Unrealized -19.9%
ISHARES TR 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.66 Unrealized
ISHARES TR 0.0%
Value ($000) $8 Shares 307 Est. Cost $25.99 Unrealized
ISHARES TR 0.0%
Value ($000) $8 Shares 313 Est. Cost $25.47 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $8 Shares 313 Est. Cost $25.51 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $8 Shares 314 Est. Cost $25.43 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 586 Est. Cost $18.55 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $8 Shares 19 Est. Cost $517.68 Unrealized
IBMQ ISHARES TR 0.0%
Value ($000) $8 Shares 313 Est. Cost $25.47 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $8 Shares 97 Est. Cost $112.10 Unrealized -24.8%
BLD TOPBUILD CORP 0.0%
Value ($000) $8 Shares 46 Est. Cost $255.91 Unrealized -28.5%
IWS ISHARES TR 0.0%
Value ($000) $8 Shares 75 Est. Cost $122.38 Unrealized
LESLIES INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $23.66 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.84 Unrealized +14.3%
EIX EDISON INTL 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.72 Unrealized +8.9%
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $7 Shares 173 Est. Cost $52.56 Unrealized -21.6%
CLX CLOROX CO DEL 0.0%
Value ($000) $7 Shares 50 Est. Cost $145.62 Unrealized -13.1%
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.48 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $6.22 Unrealized
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.32 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $7 Shares 27 Est. Cost $223.98 Unrealized -0.8%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 215 Est. Cost $26.84 Unrealized +20.0%
IWN ISHARES TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $166.04 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 146 Est. Cost $48.84 Unrealized -14.2%
COMSCORE INC 0.0%
Value ($000) $7 Shares 3,250 Est. Cost $3.34 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 105 Est. Cost $73.10 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $7 Shares 95 Est. Cost $72.01 Unrealized
IRONNET INC 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $4.20 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 181 Est. Cost $43.68 Unrealized -8.4%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 103 Est. Cost $80.43 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $6 Shares 166 Est. Cost $46.05 Unrealized -30.2%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $6 Shares 576 Est. Cost $20.76 Unrealized -39.7%
XOP SPDR SER TR 0.0%
Value ($000) $6 Shares 50 Est. Cost $95.88 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $113.68 Unrealized +10.9%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $7.96 Unrealized -55.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $642.93 Unrealized -52.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $6 Shares 42 Est. Cost $115.26 Unrealized -0.4%
HAIL SPDR SER TR 0.0%
Value ($000) $6 Shares 160 Est. Cost $55.22 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $5 Shares 44 Est. Cost $174.28 Unrealized -27.0%
NUVEEN REAL ASSET INCOME & G 0.0%
Value ($000) $5 Shares 409 Est. Cost $16.12 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $5 Shares 80 Est. Cost $38.92 Unrealized -13.7%
HANESBRANDS INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $16.72 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $109.98 Unrealized -5.2%
CRH PLC 0.0%
Value ($000) $5 Shares 145 Est. Cost $52.80 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $109.87 Unrealized +2.7%
EXCHANGE LISTED FDS TR 0.0%
Value ($000) $5 Shares 186 Est. Cost $26.81 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $290.73 Unrealized -36.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $58.80 Unrealized -8.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $5 Shares 49 Est. Cost $123.66 Unrealized -16.5%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $102.83 Unrealized -30.8%
ISHARES TR 0.0%
Value ($000) $5 Shares 189 Est. Cost $25.67 Unrealized
ISHARES TR 0.0%
Value ($000) $5 Shares 191 Est. Cost $26.42 Unrealized
ISHARES TR 0.0%
Value ($000) $5 Shares 188 Est. Cost $25.14 Unrealized
ISHARES TR 0.0%
Value ($000) $5 Shares 190 Est. Cost $25.93 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $45.11 Unrealized +8.9%
ECL ECOLAB INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $215.53 Unrealized -26.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $22.08 Unrealized -55.2%
PBJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 101 Est. Cost $45.07 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $643.63 Unrealized -52.5%
AME AMETEK INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $133.10 Unrealized -10.9%
ATLASSIAN CORP PLC 0.0%
Value ($000) $4 Shares 23 Est. Cost $381.30 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $4 Shares 56 Est. Cost $102.21 Unrealized -31.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $4 Shares 27 Est. Cost $150.67 Unrealized -1.8%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $4 Shares 448 Est. Cost $43.90 Unrealized -63.5%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.23 Unrealized +9.4%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $4 Shares 417 Est. Cost $15.24 Unrealized -27.2%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $4 Shares 366 Est. Cost $10.97 Unrealized
ALDX ALDEYRA THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.63 Unrealized -54.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $4 Shares 71 Est. Cost $60.55 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $4.05 Unrealized -28.0%
SRI STONERIDGE INC 0.0%
Value ($000) $4 Shares 220 Est. Cost $21.13 Unrealized -10.1%
ICLN ISHARES TR 0.0%
Value ($000) $4 Shares 198 Est. Cost $21.17 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $348.46 Unrealized -54.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $4 Shares 91 Est. Cost $51.16 Unrealized -5.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 116 Est. Cost $55.66 Unrealized -35.0%
MTB M & T BK CORP 0.0%
Value ($000) $4 Shares 23 Est. Cost $142.01 Unrealized +5.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $517.68 Unrealized -29.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $210.30 Unrealized -13.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 284 Est. Cost $19.18 Unrealized -13.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 27 Est. Cost $118.01 Unrealized +2.0%
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.75 Unrealized -43.2%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $4 Shares 411 Est. Cost $13.35 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,740 Est. Cost $6.21 Unrealized -72.1%
DRIV GLOBAL X FDS 0.0%
Value ($000) $3 Shares 160 Est. Cost $30.53 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.0%
Value ($000) $3 Shares 294 Est. Cost $11.58 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $94.36 Unrealized
ESTC ELASTIC N V 0.0%
Value ($000) $3 Shares 50 Est. Cost $151.06 Unrealized -51.8%
EOLS EVOLUS INC 0.0%
Value ($000) $3 Shares 290 Est. Cost $6.86 Unrealized +72.0%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $165.18 Unrealized -40.2%
HPQ HP INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.19 Unrealized +13.7%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.05 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $3 Shares 95 Est. Cost $26.97 Unrealized +5.9%
IMRN IMMURON LTD 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $2.50 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $3 Shares 127 Est. Cost $25.08 Unrealized -2.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $215.88 Unrealized -59.9%
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.59 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $3 Shares 900 Est. Cost $4.65 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.0%
Value ($000) $3 Shares 375 Est. Cost $8.08 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $315.73 Unrealized -13.4%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.88 Unrealized -20.1%
KLAC KLA CORP 0.0%
Value ($000) $3 Shares 9 Est. Cost $369.50 Unrealized -12.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $3 Shares 50 Est. Cost $65.27 Unrealized -12.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $3 Shares 512 Est. Cost $10.01 Unrealized -40.7%
IEX IDEX CORP 0.0%
Value ($000) $3 Shares 15 Est. Cost $215.66 Unrealized -16.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $18.35 Unrealized -63.2%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.71 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $3 Shares 102 Est. Cost $25.42 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 43 Est. Cost $50.15 Unrealized +26.2%
TCI TRANSCONTINENTAL RLTY INVS 0.0%
Value ($000) $3 Shares 63 Est. Cost $38.83 Unrealized +7.2%
ABIOMED INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $359.20 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 286 Est. Cost $21.39 Unrealized -31.4%
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.77 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $378.89 Unrealized -32.6%
NIKOLA CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $9.87 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $2 Shares 58 Est. Cost $45.84 Unrealized
ONLN PROSHARES TR 0.0%
Value ($000) $2 Shares 70 Est. Cost $56.71 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 191 Est. Cost $23.91 Unrealized -29.9%
BAKKT HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $8.51 Unrealized
CMDY ISHARES U S ETF TR 0.0%
Value ($000) $2 Shares 36 Est. Cost $49.47 Unrealized
WOMN IMPACT SHS TR I 0.0%
Value ($000) $2 Shares 75 Est. Cost $35.16 Unrealized
TREX TREX CO INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $120.04 Unrealized -49.7%
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $2 Shares 250 Est. Cost $7.94 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $2 Shares 126 Est. Cost $15.49 Unrealized
VIVOS THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $2.25 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $2 Shares 478 Est. Cost $6.78 Unrealized
NEUROMETRIX INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.02 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $2 Shares 43 Est. Cost $78.45 Unrealized -30.4%
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 312 Est. Cost $11.08 Unrealized
EXFY EXPENSIFY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.71 Unrealized -56.5%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $281.17 Unrealized -35.6%
FDX FEDEX CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $219.91 Unrealized -10.5%
VNM VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 118 Est. Cost $21.24 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $2 Shares 18 Est. Cost $250.19 Unrealized -54.9%
ETSY ETSY INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $240.89 Unrealized -62.1%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.46 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $53.04 Unrealized -19.5%
HAS HASBRO INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $80.69 Unrealized -8.4%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $373.74 Unrealized -30.4%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.85 Unrealized -25.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $756.48 Unrealized -51.7%
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 59 Est. Cost $30.19 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 41 Est. Cost $79.83 Unrealized -23.4%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.89 Unrealized -65.3%
EWZ ISHARES INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $28.08 Unrealized
WHG WESTWOOD HLDGS GROUP INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $17.61 Unrealized -12.4%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $51.17 Unrealized -14.9%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $29.59 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.82 Unrealized
EWM ISHARES INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $25.03 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.35 Unrealized +2.1%
EZA ISHARES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $46.39 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $40.52 Unrealized +18.2%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1 Shares 68 Est. Cost $19.36 Unrealized -2.4%
AIM IMMUNOTECH INC 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.92 Unrealized
AIR AAR CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.70 Unrealized +30.8%
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $21.99 Unrealized -35.9%
BLES NORTHERN LTS FD TR IV 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.93 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.92 Unrealized -12.9%
WAB WABTEC 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.57 Unrealized -2.5%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $153.85 Unrealized -65.6%
SE SEA LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $223.73 Unrealized
STNE STONECO LTD 0.0%
Value ($000) $1 Shares 95 Est. Cost $16.86 Unrealized
BYSI BEYONDSPRING INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $11.29 Unrealized -85.2%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.63 Unrealized -10.5%
BTCT METEN HOLDING GROUP LTD 0.0%
Value ($000) $1 Shares 501 Est. Cost $1.40 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $277.61 Unrealized -37.1%
WYY WIDEPOINT CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.73 Unrealized -36.5%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.82 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $21.59 Unrealized -46.1%
BCIC PORTMAN RIDGE FIN CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $13.83 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.11 Unrealized -38.4%
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $14.00 Unrealized -41.6%
CREDIT SUISSE GROUP 0.0%
Value ($000) $0 Shares 76 Est. Cost $5.67 Unrealized
TITAN MED INC 0.0%
Value ($000) $0 Shares 833 Est. Cost $0.62 Unrealized
GEOVAX LABS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $3.62 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.65 Unrealized -18.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.85 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.39 Unrealized -51.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $7.37 Unrealized -8.2%
LIQUID MEDIA GROUP LTD NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.05 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.97 Unrealized +9.4%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.18 Unrealized -23.5%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.15 Unrealized -2.6%
Z ZILLOW GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.06 Unrealized -44.3%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.28 Unrealized -59.5%
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.43 Unrealized -42.1%
RENT THE RUNWAY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.25 Unrealized
NEPTUNE WELLNESS SOLUTIONS I 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.33 Unrealized