Olistico Wealth, LLC Diversified Active

CIK: 0001962695 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $180,141 (100.0% shares, 0.0% debt)

Holdings (366)

VUG VANGUARD GROWTH ETF 10.3%
Value ($000) $18,534 Shares 42,277 Est. Cost $260.89 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 8.1%
Value ($000) $14,640 Shares 48,170 Est. Cost $220.57 Unrealized
AAPL APPLE INC COM 6.7%
Value ($000) $12,047 Shares 58,718 Est. Cost $145.82 Unrealized +38.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 6.2%
Value ($000) $11,079 Shares 16,703 Est. Cost $389.01 Unrealized
VTV VANGUARD VALUE ETF 4.4%
Value ($000) $7,875 Shares 44,559 Est. Cost $140.05 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 3.8%
Value ($000) $6,917 Shares 175,150 Est. Cost $31.67 Unrealized
NVDA NVIDIA CORPORATION COM 3.8%
Value ($000) $6,794 Shares 43,000 Est. Cost $95.72 Unrealized +31.4%
AMZN AMAZON COM INC COM 3.3%
Value ($000) $5,950 Shares 27,120 Est. Cost $102.14 Unrealized +93.7%
CGGR CAPITAL GROUP GROWTH ETF 3.0%
Value ($000) $5,334 Shares 131,219 Est. Cost $31.80 Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $3,783 Shares 7,605 Est. Cost $275.43 Unrealized +57.0%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.9%
Value ($000) $3,451 Shares 127,201 Est. Cost $25.09 Unrealized
OKE ONEOK INC NEW COM 1.9%
Value ($000) $3,415 Shares 41,832 Est. Cost $57.54 Unrealized +40.2%
AVGO BROADCOM INC COM 1.8%
Value ($000) $3,159 Shares 11,461 Est. Cost $155.72 Unrealized +38.7%
IJR ISHARES CORE S&P SMALL CAP ETF 1.7%
Value ($000) $3,000 Shares 27,452 Est. Cost $102.05 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.6%
Value ($000) $2,906 Shares 4,703 Est. Cost $412.45 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 1.4%
Value ($000) $2,521 Shares 68,256 Est. Cost $25.68 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.2%
Value ($000) $2,093 Shares 78,996 Est. Cost $27.10 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $1,996 Shares 11,325 Est. Cost $118.78 Unrealized +37.5%
LLY ELI LILLY & CO COM 1.1%
Value ($000) $1,952 Shares 2,504 Est. Cost $485.57 Unrealized +59.3%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1.0%
Value ($000) $1,772 Shares 49,437 Est. Cost $24.28 Unrealized
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $1,742 Shares 1,760 Est. Cost $485.29 Unrealized +104.2%
JPM JPMORGAN CHASE & CO. COM 1.0%
Value ($000) $1,736 Shares 5,987 Est. Cost $132.24 Unrealized +91.1%
META META PLATFORMS INC CL A 0.9%
Value ($000) $1,569 Shares 2,126 Est. Cost $313.99 Unrealized +96.4%
VV VANGUARD LARGE-CAP ETF 0.9%
Value ($000) $1,562 Shares 5,474 Est. Cost $177.39 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.9%
Value ($000) $1,547 Shares 4,269 Est. Cost $220.31 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.8%
Value ($000) $1,467 Shares 34,628 Est. Cost $28.22 Unrealized
AXP AMERICAN EXPRESS CO COM 0.8%
Value ($000) $1,412 Shares 4,427 Est. Cost $191.99 Unrealized +45.5%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,323 Shares 4,529 Est. Cost $256.04 Unrealized +18.6%
AAON AAON INC COM PAR $0.004 0.7%
Value ($000) $1,320 Shares 17,903 Est. Cost $51.61 Unrealized +69.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.7%
Value ($000) $1,309 Shares 9,437 Est. Cost $98.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $1,219 Shares 4,135 Est. Cost $160.80 Unrealized +57.9%
V VISA INC COM CL A 0.7%
Value ($000) $1,200 Shares 3,381 Est. Cost $218.63 Unrealized +58.7%
LNT ALLIANT ENERGY CORP COM 0.6%
Value ($000) $1,155 Shares 19,106 Est. Cost $48.07 Unrealized +25.0%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,151 Shares 2,026 Est. Cost $395.42 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.6%
Value ($000) $1,144 Shares 4,605 Est. Cost $245.47 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,089 Shares 7,384 Est. Cost $98.21 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.6%
Value ($000) $1,066 Shares 16,734 Est. Cost $51.30 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,048 Shares 1,480 Est. Cost $402.05 Unrealized +42.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.6%
Value ($000) $1,046 Shares 57,686 Est. Cost $12.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.6%
Value ($000) $1,043 Shares 33,634 Est. Cost $26.47 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $892 Shares 6,547 Est. Cost $66.03 Unrealized +77.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $868 Shares 2,235 Est. Cost $254.39 Unrealized +30.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $862 Shares 1,775 Est. Cost $342.71 Unrealized +48.2%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $832 Shares 4,690 Est. Cost $100.60 Unrealized +63.9%
CASY CASEYS GEN STORES INC COM 0.5%
Value ($000) $823 Shares 1,613 Est. Cost $219.37 Unrealized +109.3%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $779 Shares 7,230 Est. Cost $102.21 Unrealized +2.3%
WMT WALMART INC COM 0.4%
Value ($000) $778 Shares 7,958 Est. Cost $55.07 Unrealized +72.1%
KO COCA COLA CO COM 0.4%
Value ($000) $741 Shares 10,480 Est. Cost $55.34 Unrealized +26.1%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.4%
Value ($000) $722 Shares 22,597 Est. Cost $24.29 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.4%
Value ($000) $713 Shares 13,221 Est. Cost $43.95 Unrealized
RTX RTX CORPORATION COM 0.4%
Value ($000) $708 Shares 4,848 Est. Cost $93.62 Unrealized +40.7%
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value ($000) $703 Shares 2,511 Est. Cost $208.74 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.4%
Value ($000) $674 Shares 9,461 Est. Cost $45.80 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $590 Shares 1,339 Est. Cost $359.65 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $570 Shares 3,575 Est. Cost $132.57 Unrealized +21.3%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $569 Shares 1,228 Est. Cost $430.88 Unrealized +6.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $531 Shares 4,132 Est. Cost $86.20 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.3%
Value ($000) $498 Shares 6,835 Est. Cost $63.90 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $490 Shares 3,420 Est. Cost $142.08 Unrealized -3.6%
VDC VANGUARD CONSUMER STAPLES ETF 0.3%
Value ($000) $467 Shares 2,134 Est. Cost $194.49 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $454 Shares 3,678 Est. Cost $83.51 Unrealized +50.7%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $450 Shares 1,609 Est. Cost $203.82 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $446 Shares 1,637 Est. Cost $193.55 Unrealized +37.5%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $443 Shares 2,299 Est. Cost $147.13 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $443 Shares 2,133 Est. Cost $154.76 Unrealized +12.6%
HD HOME DEPOT INC COM 0.2%
Value ($000) $428 Shares 1,168 Est. Cost $282.48 Unrealized +26.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $419 Shares 1,401 Est. Cost $282.04 Unrealized +7.4%
LIN LINDE PLC SHS 0.2%
Value ($000) $418 Shares 890 Est. Cost $354.44 Unrealized +27.6%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $393 Shares 3,296 Est. Cost $120.59 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $380 Shares 3,100 Est. Cost $101.32 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $364 Shares 2,566 Est. Cost $122.36 Unrealized -11.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $361 Shares 4,320 Est. Cost $62.92 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $356 Shares 1,640 Est. Cost $129.14 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $339 Shares 4,284 Est. Cost $97.55 Unrealized -20.7%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $334 Shares 1,408 Est. Cost $183.55 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $328 Shares 3,437 Est. Cost $61.01 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $322 Shares 2,415 Est. Cost $133.06 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $302 Shares 1,974 Est. Cost $156.15 Unrealized -3.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $253 Shares 1,908 Est. Cost $130.82 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $250 Shares 2,871 Est. Cost $70.68 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $243 Shares 5,615 Est. Cost $37.19 Unrealized +12.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $239 Shares 942 Est. Cost $151.04 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $237 Shares 2,594 Est. Cost $67.81 Unrealized +22.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $234 Shares 1,141 Est. Cost $151.85 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value ($000) $229 Shares 3,420 Est. Cost $64.37 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $227 Shares 3,267 Est. Cost $47.72 Unrealized +26.5%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $225 Shares 400 Est. Cost $451.62 Unrealized +22.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $224 Shares 1,024 Est. Cost $132.85 Unrealized +21.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $222 Shares 1,300 Est. Cost $140.28 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $221 Shares 401 Est. Cost $331.82 Unrealized
T AT&T INC COM 0.1%
Value ($000) $220 Shares 7,612 Est. Cost $19.45 Unrealized +38.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $217 Shares 2,545 Est. Cost $70.11 Unrealized +1.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $210 Shares 495 Est. Cost $364.31 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $210 Shares 2,285 Est. Cost $77.73 Unrealized
PB PROSPERITY BANCSHARES INC COM 0.1%
Value ($000) $202 Shares 2,872 Est. Cost $65.95 Unrealized +2.0%
TSLA TESLA INC COM 0.1%
Value ($000) $200 Shares 631 Est. Cost $301.00 Unrealized +0.1%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $199 Shares 639 Est. Cost $486.74 Unrealized -23.0%
EOG EOG RES INC COM 0.1%
Value ($000) $199 Shares 1,661 Est. Cost $114.82 Unrealized -2.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $194 Shares 855 Est. Cost $188.65 Unrealized +14.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $188 Shares 789 Est. Cost $243.48 Unrealized
HP HELMERICH & PAYNE INC COM 0.1%
Value ($000) $183 Shares 12,065 Est. Cost $47.07 Unrealized -61.1%
PEP PEPSICO INC COM 0.1%
Value ($000) $163 Shares 1,232 Est. Cost $170.13 Unrealized -23.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $162 Shares 2,334 Est. Cost $68.03 Unrealized +0.1%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $161 Shares 2,558 Est. Cost $40.52 Unrealized +42.3%
ABBV ABBVIE INC COM 0.1%
Value ($000) $158 Shares 849 Est. Cost $158.72 Unrealized +15.1%
KELLANOVA COM 0.1%
Value ($000) $157 Shares 1,970 Est. Cost $56.18 Unrealized +42.7%
VCRB VANGUARD CORE BOND ETF 0.1%
Value ($000) $156 Shares 2,005 Est. Cost $77.72 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $151 Shares 3,173 Est. Cost $43.83 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $147 Shares 659 Est. Cost $178.95 Unrealized +1.0%
CTRA COTERRA ENERGY INC COM 0.1%
Value ($000) $147 Shares 5,800 Est. Cost $26.22 Unrealized -5.4%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $145 Shares 6,440 Est. Cost $22.65 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $144 Shares 620 Est. Cost $183.79 Unrealized +8.6%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $136 Shares 530 Est. Cost $161.39 Unrealized +35.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $135 Shares 475 Est. Cost $229.56 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $135 Shares 2,843 Est. Cost $41.45 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $120 Shares 4,905 Est. Cost $36.87 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $115 Shares 1,050 Est. Cost $107.12 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $115 Shares 629 Est. Cost $126.49 Unrealized +32.3%
GLW CORNING INC COM 0.1%
Value ($000) $111 Shares 2,120 Est. Cost $33.68 Unrealized +37.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $111 Shares 1,611 Est. Cost $60.98 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $110 Shares 285 Est. Cost $399.98 Unrealized -3.7%
INVESCO QUALITY MUN INCOME TR COM 0.1%
Value ($000) $110 Shares 11,700 Est. Cost $9.38 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $109 Shares 824 Est. Cost $120.72 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $108 Shares 470 Est. Cost $225.50 Unrealized -3.1%
EATON VANCE TAX-MANAGED BUY- W COM 0.1%
Value ($000) $107 Shares 7,734 Est. Cost $13.67 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $101 Shares 550 Est. Cost $211.43 Unrealized -25.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $101 Shares 1,122 Est. Cost $94.54 Unrealized -6.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $97 Shares 1,708 Est. Cost $49.83 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $91 Shares 1,023 Est. Cost $78.33 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $91 Shares 423 Est. Cost $202.89 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $90 Shares 1,137 Est. Cost $76.36 Unrealized -2.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $87 Shares 729 Est. Cost $119.76 Unrealized -8.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $85 Shares 922 Est. Cost $75.52 Unrealized +16.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $85 Shares 300 Est. Cost $264.27 Unrealized +1.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $84 Shares 271 Est. Cost $236.61 Unrealized +27.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $78 Shares 1,585 Est. Cost $54.50 Unrealized -16.4%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $77 Shares 700 Est. Cost $85.32 Unrealized +16.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $77 Shares 600 Est. Cost $125.29 Unrealized +5.1%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $73 Shares 1,954 Est. Cost $36.44 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $73 Shares 536 Est. Cost $102.94 Unrealized +26.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $72 Shares 789 Est. Cost $88.53 Unrealized -3.8%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $71 Shares 430 Est. Cost $150.43 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $68 Shares 1,400 Est. Cost $35.44 Unrealized +36.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $68 Shares 470 Est. Cost $102.43 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $65 Shares 3,450 Est. Cost $18.97 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $63 Shares 300 Est. Cost $177.91 Unrealized +6.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $62 Shares 600 Est. Cost $82.62 Unrealized +23.4%
AI C3 AI INC CL A 0.0%
Value ($000) $61 Shares 2,500 Est. Cost $25.69 Unrealized -11.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $61 Shares 494 Est. Cost $103.39 Unrealized -0.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $54.99 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $60 Shares 510 Est. Cost $104.64 Unrealized +10.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $59 Shares 1,132 Est. Cost $41.11 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $59 Shares 65 Est. Cost $727.53 Unrealized +2.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $58 Shares 200 Est. Cost $224.22 Unrealized +28.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $56 Shares 284 Est. Cost $250.27 Unrealized -22.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $56 Shares 276 Est. Cost $121.42 Unrealized +62.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $41.01 Unrealized +15.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 645 Est. Cost $91.22 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $54 Shares 1,947 Est. Cost $27.47 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $53 Shares 576 Est. Cost $88.85 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $53 Shares 14,000 Est. Cost $3.80 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $52 Shares 50 Est. Cost $840.24 Unrealized +11.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $52 Shares 755 Est. Cost $115.70 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $52 Shares 2,486 Est. Cost $20.95 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $52 Shares 2,190 Est. Cost $20.58 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $51 Shares 756 Est. Cost $67.92 Unrealized -4.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $51 Shares 557 Est. Cost $58.62 Unrealized +43.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $50 Shares 730 Est. Cost $31.56 Unrealized -13.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $50 Shares 354 Est. Cost $107.84 Unrealized +12.2%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $49 Shares 500 Est. Cost $86.78 Unrealized +6.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $47 Shares 1,043 Est. Cost $37.89 Unrealized +7.6%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $19.54 Unrealized +85.3%
WPC WP CAREY INC COM 0.0%
Value ($000) $46 Shares 735 Est. Cost $62.38 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $46 Shares 86 Est. Cost $158.10 Unrealized +163.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $45 Shares 429 Est. Cost $67.62 Unrealized +49.2%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $45 Shares 1,540 Est. Cost $29.37 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $44 Shares 595 Est. Cost $54.08 Unrealized +22.4%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $38.47 Unrealized +4.7%
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value ($000) $44 Shares 516 Est. Cost $75.17 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $43 Shares 695 Est. Cost $58.52 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $41 Shares 305 Est. Cost $145.67 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $39 Shares 1,058 Est. Cost $28.32 Unrealized +29.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $39 Shares 372 Est. Cost $76.80 Unrealized +35.8%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $38 Shares 300 Est. Cost $79.92 Unrealized +25.8%
F FORD MTR CO COM 0.0%
Value ($000) $38 Shares 3,500 Est. Cost $10.59 Unrealized -6.8%
DOW DOW INC COM 0.0%
Value ($000) $38 Shares 1,430 Est. Cost $41.38 Unrealized -32.8%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $38 Shares 1,410 Est. Cost $42.68 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $37 Shares 1,029 Est. Cost $30.49 Unrealized +11.2%
BWA BORGWARNER INC COM 0.0%
Value ($000) $37 Shares 1,093 Est. Cost $33.82 Unrealized -10.3%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $36 Shares 372 Est. Cost $94.27 Unrealized
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $36 Shares 989 Est. Cost $28.86 Unrealized +18.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $35 Shares 26 Est. Cost $98.56 Unrealized +14.7%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $35 Shares 124 Est. Cost $260.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $34 Shares 151 Est. Cost $173.85 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $34 Shares 1,236 Est. Cost $42.09 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $34 Shares 200 Est. Cost $146.90 Unrealized +2.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $33 Shares 150 Est. Cost $220.63 Unrealized 0.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $31 Shares 2,393 Est. Cost $13.30 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $30 Shares 516 Est. Cost $39.11 Unrealized +43.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $30 Shares 59 Est. Cost $395.58 Unrealized +9.6%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $30 Shares 276 Est. Cost $96.58 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $29 Shares 133 Est. Cost $176.27 Unrealized +19.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $29 Shares 400 Est. Cost $60.20 Unrealized +11.8%
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value ($000) $28 Shares 427 Est. Cost $64.69 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $281.18 Unrealized -1.2%
CAI CARIS LIFE SCIENCES INC COM 0.0%
Value ($000) $28 Shares 1,032 Est. Cost $26.95 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $26 Shares 124 Est. Cost $176.67 Unrealized +4.7%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $26 Shares 525 Est. Cost $49.80 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $26 Shares 148 Est. Cost $116.72 Unrealized +41.8%
Put 100 Williams Co Inc. Exp 11-21-25 0.0%
Value ($000) $25 Shares 400 Est. Cost Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $25 Shares 76 Est. Cost $277.40 Unrealized +10.2%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $24 Shares 201 Est. Cost $141.59 Unrealized -16.8%
WESTERN ASSET INVT GRADE OPPOR COM 0.0%
Value ($000) $24 Shares 1,468 Est. Cost $16.58 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $24 Shares 699 Est. Cost $29.67 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $70.09 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $24 Shares 70 Est. Cost $306.57 Unrealized +12.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $36.55 Unrealized -14.5%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $24 Shares 536 Est. Cost $44.37 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $171.33 Unrealized +12.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $21 Shares 511 Est. Cost $23.97 Unrealized +50.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $21 Shares 831 Est. Cost $25.57 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 242 Est. Cost $88.31 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $21 Shares 200 Est. Cost $65.81 Unrealized +39.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $20 Shares 138 Est. Cost $135.66 Unrealized +6.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $20 Shares 50 Est. Cost $525.34 Unrealized -20.6%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $20 Shares 19 Est. Cost $204.79 Unrealized +98.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $20 Shares 290 Est. Cost $57.99 Unrealized +10.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $93.72 Unrealized +1.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $19 Shares 220 Est. Cost $78.07 Unrealized +7.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $19 Shares 59 Est. Cost $266.65 Unrealized -1.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $19 Shares 360 Est. Cost $48.74 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $19 Shares 453 Est. Cost $40.69 Unrealized -10.2%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $18 Shares 211 Est. Cost $79.31 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 454 Est. Cost $38.40 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $17 Shares 201 Est. Cost $91.78 Unrealized -14.2%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $16 Shares 225 Est. Cost $66.51 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $16 Shares 115 Est. Cost $118.78 Unrealized +10.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $16 Shares 37 Est. Cost $313.71 Unrealized +25.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $16 Shares 665 Est. Cost $36.06 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $16 Shares 86 Est. Cost $95.52 Unrealized +78.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $227.18 Unrealized -33.7%
PFE PFIZER INC COM 0.0%
Value ($000) $16 Shares 650 Est. Cost $24.71 Unrealized -9.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $15 Shares 28 Est. Cost $422.31 Unrealized +23.8%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $15 Shares 300 Est. Cost $38.14 Unrealized +1.0%
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value ($000) $15 Shares 1,019 Est. Cost $15.81 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $62.72 Unrealized +19.8%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $14 Shares 140 Est. Cost $99.91 Unrealized -13.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $14 Shares 46 Est. Cost $224.64 Unrealized +26.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $14 Shares 25 Est. Cost $569.66 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $14 Shares 120 Est. Cost $97.26 Unrealized +2.8%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.94 Unrealized +8.7%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $13 Shares 502 Est. Cost $24.18 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $41.98 Unrealized -18.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $35.52 Unrealized -15.6%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 97 Est. Cost $124.60 Unrealized -25.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $11 Shares 48 Est. Cost $271.68 Unrealized +1.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $10 Shares 155 Est. Cost $60.61 Unrealized
FPWR FIRST TRUST EIP CARBON IMPACT ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.67 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 37 Est. Cost $250.13 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $152.56 Unrealized
NEXTERA ENERGY INC UNIT 09/01/25 0.0%
Value ($000) $10 Shares 250 Est. Cost $39.74 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $10 Shares 163 Est. Cost $59.81 Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $9 Shares 212 Est. Cost $39.75 Unrealized +4.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $249.61 Unrealized +1.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $9 Shares 125 Est. Cost $81.35 Unrealized -14.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.03 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $9 Shares 563 Est. Cost $16.46 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.46 Unrealized +28.1%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $9 Shares 90 Est. Cost $74.98 Unrealized +5.2%
EMPIRE PETE CORP COM 0.0%
Value ($000) $9 Shares 1,651 Est. Cost $5.16 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $8 Shares 120 Est. Cost $68.89 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $215.71 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.79 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $8 Shares 620 Est. Cost $10.33 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 151 Est. Cost $51.39 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $8 Shares 75 Est. Cost $128.78 Unrealized -26.9%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $7 Shares 72 Est. Cost $79.30 Unrealized +17.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $7 Shares 68 Est. Cost $106.80 Unrealized -6.1%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $7 Shares 280 Est. Cost $24.08 Unrealized +3.7%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $88.13 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $57.91 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $68.14 Unrealized +11.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 90 Est. Cost $71.93 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $88.26 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $25.48 Unrealized -19.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $104.39 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $6 Shares 14 Est. Cost $396.57 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 482 Est. Cost $8.21 Unrealized +13.5%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $5 Shares 172 Est. Cost $29.75 Unrealized +0.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.66 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $5 Shares 96 Est. Cost $51.51 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $5 Shares 115 Est. Cost $36.12 Unrealized -0.7%
HPQ HP INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.71 Unrealized -16.8%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $66.02 Unrealized +2.7%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.09 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $109.20 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.97 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $4 Shares 590 Est. Cost $17.91 Unrealized -58.5%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $32.50 Unrealized -36.3%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.88 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $92.23 Unrealized +18.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $54.85 Unrealized +29.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $147.52 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 140 Est. Cost $29.93 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.01 Unrealized -8.6%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $48.27 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.66 Unrealized +17.7%
XPO XPO INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $111.92 Unrealized +0.2%
EOLS EVOLUS INC COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.30 Unrealized -16.8%
CKX CKX LDS INC COM 0.0%
Value ($000) $4 Shares 339 Est. Cost $13.80 Unrealized -21.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $4 Shares 57 Est. Cost $62.37 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $86.74 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $120.91 Unrealized +1.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $80.46 Unrealized -4.8%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $3 Shares 45 Est. Cost $71.56 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $98.43 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $93.82 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.37 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $125.64 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.57 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 35 Est. Cost $76.57 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $63.12 Unrealized +3.9%
MERC MERCER INTL INC COM 0.0%
Value ($000) $3 Shares 755 Est. Cost $9.03 Unrealized -55.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $62.12 Unrealized -18.1%
PVI INVESCO FLOATING RATE MUNICIPAL INCOME ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.79 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.79 Unrealized 0.0%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.90 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $2 Shares 113 Est. Cost $5.49 Unrealized +100.6%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.36 Unrealized -17.8%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $14.18 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.35 Unrealized
WING WINGSTOP INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $388.54 Unrealized -23.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $81.28 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.98 Unrealized 0.0%
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.01 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.40 Unrealized -3.7%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $2 Shares 55 Est. Cost $15.70 Unrealized +62.6%
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.83 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $131.75 Unrealized -11.7%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $32.55 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.97 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $58.78 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $57.59 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $218.39 Unrealized +5.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $1 Shares 63 Est. Cost $22.44 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $31.43 Unrealized -3.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $272.92 Unrealized +40.3%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $45.55 Unrealized 0.0%
STAG STAG INDL INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.28 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.39 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.37 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $192.75 Unrealized -2.1%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.34 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.08 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $449.66 Unrealized +3.3%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.93 Unrealized -17.2%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.04 Unrealized +36.1%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.42 Unrealized +11.1%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.67 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $18.81 Unrealized
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value ($000) $1 Shares 30 Est. Cost $15.28 Unrealized 0.0%
BTU PEABODY ENERGY CORP COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $13.08 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.13 Unrealized +21.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.68 Unrealized -15.4%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.93 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $2.14 Unrealized -37.8%