Icon Wealth Advisors, LLC Diversified Active

CIK: 0001963212 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $1,076,461 (100.0% shares, 0.0% debt)

Holdings (463)

IVV ISHARES CORE S&P 500 ETF 11.6%
Value ($000) $124,691 Shares 237,176 Est. Cost $149.95 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 6.1%
Value ($000) $65,580 Shares 189,204 Est. Cost $274.38 Unrealized +29.3%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4.6%
Value ($000) $49,099 Shares 1,076,972 Est. Cost $25.91 Unrealized
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $32,127 Shares 76,362 Est. Cost $280.22 Unrealized +42.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.8%
Value ($000) $30,033 Shares 182,736 Est. Cost $145.42 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.4%
Value ($000) $26,146 Shares 242,990 Est. Cost $29.15 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 2.3%
Value ($000) $25,238 Shares 568,414 Est. Cost $44.40 Unrealized
AMZN AMAZON COM INC COM 2.1%
Value ($000) $22,912 Shares 127,019 Est. Cost $128.93 Unrealized +29.5%
EFV ISHARES MSCI EAFE VALUE ETF 2.1%
Value ($000) $22,626 Shares 415,910 Est. Cost $8.19 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.1%
Value ($000) $22,481 Shares 266,242 Est. Cost $78.64 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.1%
Value ($000) $22,452 Shares 216,317 Est. Cost $7.94 Unrealized
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $18,370 Shares 116,456 Est. Cost $133.53 Unrealized +4.1%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $18,006 Shares 154,902 Est. Cost $81.66 Unrealized +20.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.5%
Value ($000) $15,901 Shares 544,921 Est. Cost $5.58 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.4%
Value ($000) $15,119 Shares 111,946 Est. Cost $92.24 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.4%
Value ($000) $15,096 Shares 80,808 Est. Cost $186.81 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.3%
Value ($000) $14,222 Shares 27,189 Est. Cost $92.22 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.3%
Value ($000) $13,735 Shares 119,480 Est. Cost $0.08 Unrealized
AAPL APPLE INC COM 1.2%
Value ($000) $13,393 Shares 78,103 Est. Cost $160.02 Unrealized +12.6%
MBB ISHARES MBS ETF 1.2%
Value ($000) $12,965 Shares 140,282 Est. Cost $83.56 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.2%
Value ($000) $12,466 Shares 216,532 Est. Cost $56.23 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $9,485 Shares 62,295 Est. Cost $112.14 Unrealized +27.8%
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $9,456 Shares 10,465 Est. Cost $22.36 Unrealized +223.9%
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value ($000) $8,337 Shares 16,852 Est. Cost $493.24 Unrealized -0.9%
V VISA INC COM CL A 0.7%
Value ($000) $7,622 Shares 27,311 Est. Cost $215.80 Unrealized +26.2%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.7%
Value ($000) $7,285 Shares 76,993 Est. Cost $68.37 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.7%
Value ($000) $7,269 Shares 208,412 Est. Cost $34.88 Unrealized
LLY ELI LILLY & CO COM 0.7%
Value ($000) $7,196 Shares 9,250 Est. Cost $308.08 Unrealized +128.0%
NFLX NETFLIX INC COM 0.6%
Value ($000) $6,686 Shares 11,008 Est. Cost $23.18 Unrealized +143.2%
CRM SALESFORCE INC COM 0.6%
Value ($000) $6,503 Shares 21,591 Est. Cost $175.02 Unrealized +62.9%
AVGO BROADCOM INC COM 0.6%
Value ($000) $6,492 Shares 4,898 Est. Cost $48.08 Unrealized +152.1%
ABBV ABBVIE INC COM 0.6%
Value ($000) $6,484 Shares 35,608 Est. Cost $127.45 Unrealized +27.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $6,318 Shares 15,024 Est. Cost $302.64 Unrealized +30.0%
ABT ABBOTT LABS COM 0.6%
Value ($000) $6,255 Shares 55,031 Est. Cost $102.29 Unrealized +8.3%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $6,129 Shares 161,626 Est. Cost $30.84 Unrealized +6.3%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.5%
Value ($000) $5,811 Shares 629,569 Est. Cost $6.96 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $5,676 Shares 11,787 Est. Cost $340.33 Unrealized +33.0%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $5,514 Shares 36,531 Est. Cost $120.46 Unrealized +17.9%
NOW SERVICENOW INC COM 0.5%
Value ($000) $5,288 Shares 6,936 Est. Cost $100.45 Unrealized +50.8%
MRK MERCK & CO INC COM 0.5%
Value ($000) $5,175 Shares 39,222 Est. Cost $80.41 Unrealized +44.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $5,104 Shares 13,305 Est. Cost $289.73 Unrealized +20.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $5,025 Shares 8,646 Est. Cost $538.81 Unrealized +3.5%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.5%
Value ($000) $4,961 Shares 94,572 Est. Cost $52.46 Unrealized
OKE ONEOK INC NEW COM 0.5%
Value ($000) $4,921 Shares 61,386 Est. Cost $57.15 Unrealized +16.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $4,872 Shares 94,420 Est. Cost $46.32 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value ($000) $4,802 Shares 15,359 Est. Cost $135.35 Unrealized +97.7%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,643 Shares 28,618 Est. Cost $130.59 Unrealized +14.8%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $4,639 Shares 44,170 Est. Cost $39.47 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.4%
Value ($000) $4,549 Shares 105,922 Est. Cost $39.82 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $4,405 Shares 21,994 Est. Cost $138.44 Unrealized +25.4%
ABNB AIRBNB INC COM CL A 0.4%
Value ($000) $4,401 Shares 26,680 Est. Cost $112.60 Unrealized +34.4%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,314 Shares 24,651 Est. Cost $154.75 Unrealized +1.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $4,170 Shares 12,372 Est. Cost $0.21 Unrealized
TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $4,099 Shares 146,617 Est. Cost $0.02 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $4,046 Shares 103,832 Est. Cost $27.91 Unrealized +18.2%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,040 Shares 14,329 Est. Cost $240.18 Unrealized +15.7%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $3,916 Shares 205,366 Est. Cost $14.16 Unrealized +4.5%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $3,809 Shares 29,667 Est. Cost $79.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $3,751 Shares 53,587 Est. Cost $56.60 Unrealized +21.7%
ADSK AUTODESK INC COM 0.3%
Value ($000) $3,603 Shares 13,835 Est. Cost $201.94 Unrealized +25.3%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,512 Shares 70,371 Est. Cost $40.27 Unrealized +17.2%
ADBE ADOBE INC COM 0.3%
Value ($000) $3,474 Shares 6,885 Est. Cost $378.38 Unrealized +51.5%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $3,472 Shares 189,328 Est. Cost $14.80 Unrealized +8.0%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $3,393 Shares 20,049 Est. Cost $166.81 Unrealized +9.9%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $3,285 Shares 13,277 Est. Cost $223.39 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.3%
Value ($000) $3,014 Shares 69,522 Est. Cost $8.95 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $3,004 Shares 18,391 Est. Cost $77.60 Unrealized +73.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $2,995 Shares 17,192 Est. Cost $151.63 Unrealized +4.1%
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,923 Shares 6,019 Est. Cost $192.14 Unrealized +130.7%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $2,916 Shares 69,485 Est. Cost $31.52 Unrealized +14.0%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $2,856 Shares 19,214 Est. Cost $160.50 Unrealized -15.0%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $2,792 Shares 17,278 Est. Cost $141.99 Unrealized -0.6%
EOG EOG RES INC COM 0.3%
Value ($000) $2,773 Shares 21,695 Est. Cost $97.66 Unrealized +13.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $2,751 Shares 25,255 Est. Cost $90.24 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $2,645 Shares 28,944 Est. Cost $78.59 Unrealized +12.7%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $2,640 Shares 152,411 Est. Cost $5.50 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $2,614 Shares 166,198 Est. Cost $0.01 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $2,595 Shares 14,489 Est. Cost $0.14 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $2,577 Shares 57,648 Est. Cost $39.22 Unrealized -1.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $2,529 Shares 30,259 Est. Cost $0.07 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,474 Shares 12,012 Est. Cost $152.34 Unrealized +26.9%
NKE NIKE INC CL B 0.2%
Value ($000) $2,425 Shares 25,802 Est. Cost $99.97 Unrealized -2.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,409 Shares 14,227 Est. Cost $131.33 Unrealized +13.1%
SRE SEMPRA COM 0.2%
Value ($000) $2,363 Shares 32,899 Est. Cost $71.10 Unrealized -5.3%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $2,361 Shares 9,745 Est. Cost $227.51 Unrealized +2.2%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $2,316 Shares 10,064 Est. Cost $166.66 Unrealized +24.0%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,279 Shares 35,665 Est. Cost $77.09 Unrealized -28.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $2,254 Shares 9,027 Est. Cost $219.17 Unrealized +6.9%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $2,252 Shares 17,294 Est. Cost $108.93 Unrealized +12.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $2,228 Shares 36,950 Est. Cost $51.86 Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value ($000) $2,227 Shares 51,939 Est. Cost $10.61 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.2%
Value ($000) $2,227 Shares 126,086 Est. Cost $13.70 Unrealized +7.1%
INTC INTEL CORP COM 0.2%
Value ($000) $2,214 Shares 50,133 Est. Cost $34.84 Unrealized +26.4%
IT GARTNER INC COM 0.2%
Value ($000) $2,179 Shares 4,571 Est. Cost $280.37 Unrealized +64.2%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $2,172 Shares 7,963 Est. Cost $238.09 Unrealized +19.6%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $2,056 Shares 4,520 Est. Cost $380.78 Unrealized +9.2%
O REALTY INCOME CORP COM 0.2%
Value ($000) $2,046 Shares 37,817 Est. Cost $57.30 Unrealized -15.1%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $1,977 Shares 112,588 Est. Cost $0.01 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,947 Shares 15,910 Est. Cost $103.33 Unrealized -0.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $1,918 Shares 8,423 Est. Cost $184.50 Unrealized +10.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $1,858 Shares 20,725 Est. Cost $89.32 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $1,841 Shares 14,653 Est. Cost $95.74 Unrealized +17.4%
FET FORUM ENERGY TECHNOLOGIES INC COM 0.2%
Value ($000) $1,833 Shares 91,758 Est. Cost $25.74 Unrealized -23.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,830 Shares 7,040 Est. Cost $60.83 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $1,784 Shares 57,267 Est. Cost $20.48 Unrealized +16.6%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,781 Shares 11,257 Est. Cost $152.34 Unrealized -1.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,777 Shares 8,659 Est. Cost $172.05 Unrealized +5.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $1,773 Shares 30,534 Est. Cost $3.59 Unrealized
SCM STELLUS CAP INVT CORP COM 0.2%
Value ($000) $1,719 Shares 131,442 Est. Cost $12.92 Unrealized +0.8%
TRGP TARGA RES CORP COM 0.2%
Value ($000) $1,664 Shares 14,860 Est. Cost $60.97 Unrealized +48.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,600 Shares 70,253 Est. Cost $3.64 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,590 Shares 13,788 Est. Cost $0.08 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $1,555 Shares 1,601 Est. Cost $829.02 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,539 Shares 5,735 Est. Cost $181.67 Unrealized +36.3%
ALGN ALIGN TECHNOLOGY INC COM 0.1%
Value ($000) $1,523 Shares 4,644 Est. Cost $254.84 Unrealized +15.1%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,520 Shares 49,556 Est. Cost $34.43 Unrealized -15.6%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,499 Shares 2,046 Est. Cost $542.44 Unrealized +30.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,463 Shares 4,251 Est. Cost $0.21 Unrealized
374WATER INC COM 0.1%
Value ($000) $1,445 Shares 1,146,612 Est. Cost $0.00 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,433 Shares 19,737 Est. Cost $63.38 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,433 Shares 19,313 Est. Cost $1.92 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,410 Shares 32,317 Est. Cost $35.03 Unrealized +1.9%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $1,388 Shares 18,550 Est. Cost $17.24 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,342 Shares 11,763 Est. Cost $78.15 Unrealized +15.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $1,301 Shares 10,591 Est. Cost $112.11 Unrealized +2.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,296 Shares 10,184 Est. Cost $89.18 Unrealized +20.7%
FAST FASTENAL CO COM 0.1%
Value ($000) $1,294 Shares 16,772 Est. Cost $23.71 Unrealized +43.3%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $1,266 Shares 14,688 Est. Cost $71.86 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,248 Shares 5,076 Est. Cost $219.48 Unrealized +7.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,209 Shares 4,253 Est. Cost $243.97 Unrealized +13.2%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,195 Shares 4,823 Est. Cost $193.61 Unrealized +15.2%
CME CME GROUP INC COM 0.1%
Value ($000) $1,185 Shares 5,503 Est. Cost $195.70 Unrealized +0.8%
GLW CORNING INC COM 0.1%
Value ($000) $1,183 Shares 35,902 Est. Cost $30.72 Unrealized -0.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,168 Shares 4,585 Est. Cost $216.97 Unrealized +2.3%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,157 Shares 2,491 Est. Cost $402.31 Unrealized +5.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $1,122 Shares 38,012 Est. Cost $3.98 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,101 Shares 2,635 Est. Cost $287.72 Unrealized +46.9%
WMT WALMART INC COM 0.1%
Value ($000) $1,084 Shares 18,022 Est. Cost $51.56 Unrealized +8.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,071 Shares 11,688 Est. Cost $80.94 Unrealized +5.0%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $1,054 Shares 9,812 Est. Cost $21.14 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $990 Shares 5,632 Est. Cost $248.97 Unrealized -21.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $956 Shares 11,643 Est. Cost $90.74 Unrealized -17.1%
BLACKROCK INC COM 0.1%
Value ($000) $932 Shares 1,118 Est. Cost $496.89 Unrealized
HEI HEICO CORP NEW COM 0.1%
Value ($000) $898 Shares 4,703 Est. Cost $149.93 Unrealized +23.8%
INTU INTUIT COM 0.1%
Value ($000) $896 Shares 1,378 Est. Cost $631.25 Unrealized 0.0%
WESTROCK CO COM 0.1%
Value ($000) $875 Shares 17,691 Est. Cost $36.92 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $846 Shares 2,137 Est. Cost $301.94 Unrealized +21.9%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $839 Shares 3,358 Est. Cost $217.68 Unrealized +10.9%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $836 Shares 22,235 Est. Cost $31.31 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $823 Shares 1,937 Est. Cost $371.92 Unrealized +14.8%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $823 Shares 6,533 Est. Cost $1.58 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $819 Shares 1,560 Est. Cost $410.72 Unrealized +9.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $794 Shares 8,142 Est. Cost $86.45 Unrealized +0.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $790 Shares 18,701 Est. Cost $0.04 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $782 Shares 3,872 Est. Cost $206.21 Unrealized +8.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $771 Shares 3,702 Est. Cost $9.82 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $767 Shares 11,303 Est. Cost $28.04 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $765 Shares 13,059 Est. Cost $54.66 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $755 Shares 19,620 Est. Cost $0.03 Unrealized
T AT&T INC COM 0.1%
Value ($000) $741 Shares 42,087 Est. Cost $15.16 Unrealized +3.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $737 Shares 5,362 Est. Cost $110.43 Unrealized +17.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $734 Shares 17,574 Est. Cost $4.87 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $720 Shares 4,424 Est. Cost $0.12 Unrealized
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $718 Shares 5,271 Est. Cost $86.64 Unrealized +50.7%
RBA RB GLOBAL INC COM 0.1%
Value ($000) $715 Shares 9,391 Est. Cost $64.26 Unrealized +8.7%
KO COCA COLA CO COM 0.1%
Value ($000) $715 Shares 11,685 Est. Cost $55.72 Unrealized +1.8%
BBJP JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND 0.1%
Value ($000) $707 Shares 12,070 Est. Cost $10.83 Unrealized
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $702 Shares 3,870 Est. Cost $131.31 Unrealized +46.7%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $700 Shares 1,645 Est. Cost $411.89 Unrealized +3.7%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $686 Shares 8,884 Est. Cost $37.11 Unrealized +112.9%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $681 Shares 33,500 Est. Cost $12.49 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $674 Shares 13,325 Est. Cost $49.99 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $673 Shares 16,452 Est. Cost $0.03 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $671 Shares 691 Est. Cost $144.99 Unrealized
SAIA SAIA INC COM 0.1%
Value ($000) $669 Shares 1,144 Est. Cost $408.66 Unrealized +28.1%
BA BOEING CO COM 0.1%
Value ($000) $664 Shares 3,442 Est. Cost $158.70 Unrealized +29.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $657 Shares 16,861 Est. Cost $40.21 Unrealized -17.0%
ANSYS INC COM 0.1%
Value ($000) $648 Shares 1,867 Est. Cost $69.94 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $634 Shares 1 Est. Cost $428128.38 Unrealized +38.7%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $630 Shares 2,327 Est. Cost $213.42 Unrealized +11.9%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $621 Shares 4,416 Est. Cost $104.57 Unrealized +21.2%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $618 Shares 2,188 Est. Cost $252.35 Unrealized +2.2%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $598 Shares 3,698 Est. Cost $181.42 Unrealized +6.9%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $595 Shares 879 Est. Cost $519.40 Unrealized +26.6%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $592 Shares 2,974 Est. Cost $302.97 Unrealized -37.8%
ACEL ACCEL ENTERTAINMENT INC COM CL A1 0.1%
Value ($000) $591 Shares 50,090 Est. Cost $10.17 Unrealized +4.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $590 Shares 7,398 Est. Cost $78.47 Unrealized -9.8%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $588 Shares 6,248 Est. Cost $75.40 Unrealized +10.4%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $577 Shares 1,206 Est. Cost $447.87 Unrealized -0.4%
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $565 Shares 4,357 Est. Cost $83.14 Unrealized +36.6%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $562 Shares 5,822 Est. Cost $69.42 Unrealized +24.0%
GDDY GODADDY INC CL A 0.1%
Value ($000) $555 Shares 4,677 Est. Cost $75.29 Unrealized +47.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $552 Shares 3,022 Est. Cost $0.14 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $546 Shares 1,572 Est. Cost $264.03 Unrealized +18.7%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $544 Shares 8,081 Est. Cost $33.96 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $535 Shares 3,112 Est. Cost $229.75 Unrealized -28.1%
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $528 Shares 13,064 Est. Cost $32.67 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $527 Shares 13,098 Est. Cost $41.17 Unrealized -11.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $524 Shares 9,033 Est. Cost $41.02 Unrealized +22.2%
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $522 Shares 14,408 Est. Cost $35.13 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $521 Shares 1,290 Est. Cost $159.57 Unrealized +120.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $519 Shares 5,483 Est. Cost $64.51 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $518 Shares 1,615 Est. Cost $179.28 Unrealized +70.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $517 Shares 14,294 Est. Cost $33.81 Unrealized -6.7%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $516 Shares 7,329 Est. Cost $80.07 Unrealized -11.5%
PFE PFIZER INC COM 0.0%
Value ($000) $509 Shares 18,347 Est. Cost $38.93 Unrealized -36.7%
PPL PPL CORP COM 0.0%
Value ($000) $508 Shares 18,468 Est. Cost $24.97 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $508 Shares 528 Est. Cost $702.32 Unrealized +34.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $508 Shares 2,815 Est. Cost $123.34 Unrealized +41.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $505 Shares 4,821 Est. Cost $0.10 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $503 Shares 8,462 Est. Cost $57.23 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $502 Shares 445 Est. Cost $63.20 Unrealized +10.7%
ROL ROLLINS INC COM 0.0%
Value ($000) $502 Shares 10,856 Est. Cost $34.54 Unrealized +24.7%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $501 Shares 15,031 Est. Cost $31.79 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $497 Shares 4,259 Est. Cost $72.27 Unrealized +58.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $483 Shares 3,135 Est. Cost $130.29 Unrealized +4.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $480 Shares 4,209 Est. Cost $0.08 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $474 Shares 5,586 Est. Cost $68.28 Unrealized +31.9%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $473 Shares 3,803 Est. Cost $82.15 Unrealized +45.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $469 Shares 6,481 Est. Cost $56.77 Unrealized +13.2%
WSO WATSCO INC COM 0.0%
Value ($000) $462 Shares 1,070 Est. Cost $270.99 Unrealized +48.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $457 Shares 5,188 Est. Cost $72.91 Unrealized +13.6%
KMX CARMAX INC COM 0.0%
Value ($000) $455 Shares 5,227 Est. Cost $69.95 Unrealized +8.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $449 Shares 8,959 Est. Cost $13.71 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $444 Shares 5,767 Est. Cost $52.81 Unrealized +35.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $442 Shares 3,189 Est. Cost $106.39 Unrealized +18.2%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $431 Shares 9,100 Est. Cost $41.19 Unrealized +9.7%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $427 Shares 681 Est. Cost $317.60 Unrealized +89.2%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $421 Shares 6,302 Est. Cost $0.05 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $410 Shares 15,281 Est. Cost $0.02 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $410 Shares 2,101 Est. Cost $154.59 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $403 Shares 9,299 Est. Cost $33.68 Unrealized +20.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $402 Shares 3,205 Est. Cost $0.10 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $399 Shares 11,227 Est. Cost $4.39 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $392 Shares 4,438 Est. Cost $44.32 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $388 Shares 8,968 Est. Cost $14.68 Unrealized
SPSC SPS COMM INC COM 0.0%
Value ($000) $386 Shares 2,088 Est. Cost $174.41 Unrealized +5.8%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $386 Shares 5,245 Est. Cost $76.54 Unrealized 0.0%
STEL STELLAR BANCORP INC COM 0.0%
Value ($000) $384 Shares 15,775 Est. Cost $30.96 Unrealized -19.6%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $373 Shares 3,500 Est. Cost $92.54 Unrealized +14.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $370 Shares 2,503 Est. Cost $21.04 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $369 Shares 7,943 Est. Cost $5.18 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $366 Shares 999 Est. Cost $255.35 Unrealized +21.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $365 Shares 7,274 Est. Cost $7.23 Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $363 Shares 5,011 Est. Cost $68.62 Unrealized -1.0%
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $361 Shares 7,489 Est. Cost $6.69 Unrealized
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $360 Shares 18,380 Est. Cost $21.82 Unrealized -3.2%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $360 Shares 2,476 Est. Cost $0.11 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $357 Shares 3,600 Est. Cost $0.07 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $357 Shares 1,245 Est. Cost $259.57 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $354 Shares 16,825 Est. Cost $0.02 Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $353 Shares 10,043 Est. Cost $31.16 Unrealized +19.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $352 Shares 8,352 Est. Cost $2.37 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $349 Shares 2,348 Est. Cost $0.17 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $348 Shares 5,927 Est. Cost $0.04 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $346 Shares 7,364 Est. Cost $44.15 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $345 Shares 7,271 Est. Cost $0.05 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $343 Shares 1,983 Est. Cost $151.93 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $340 Shares 5,069 Est. Cost $70.49 Unrealized -13.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $338 Shares 2,488 Est. Cost $117.82 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $338 Shares 1,641 Est. Cost $145.07 Unrealized +24.3%
TOST TOAST INC CL A 0.0%
Value ($000) $338 Shares 13,544 Est. Cost $16.40 Unrealized +26.2%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $337 Shares 5,021 Est. Cost $12.01 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $331 Shares 3,832 Est. Cost $60.57 Unrealized +23.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $329 Shares 3,402 Est. Cost $0.08 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $328 Shares 5,982 Est. Cost $33.41 Unrealized +43.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $327 Shares 5,522 Est. Cost $50.97 Unrealized +12.8%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $327 Shares 20,454 Est. Cost $2.81 Unrealized
HESS CORP COM 0.0%
Value ($000) $323 Shares 2,119 Est. Cost $144.16 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $319 Shares 8,368 Est. Cost $37.22 Unrealized +1.6%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $319 Shares 1,734 Est. Cost $155.67 Unrealized +22.3%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $319 Shares 3,143 Est. Cost $88.44 Unrealized +7.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $319 Shares 4,932 Est. Cost $67.09 Unrealized -9.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $318 Shares 1,257 Est. Cost $208.15 Unrealized +12.2%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $316 Shares 6,225 Est. Cost $50.47 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $315 Shares 4,653 Est. Cost $67.38 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $307 Shares 3,711 Est. Cost $90.80 Unrealized -11.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $306 Shares 36,004 Est. Cost $8.18 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $304 Shares 6,637 Est. Cost $0.03 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $301 Shares 6,640 Est. Cost $34.47 Unrealized +13.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $301 Shares 7,188 Est. Cost $23.53 Unrealized +13.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $300 Shares 3,918 Est. Cost $0.07 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $298 Shares 2,661 Est. Cost $100.88 Unrealized 0.0%
FRPT FRESHPET INC COM 0.0%
Value ($000) $296 Shares 2,557 Est. Cost $68.50 Unrealized +41.1%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $296 Shares 7,114 Est. Cost $36.72 Unrealized
SQUARESPACE INC CLASS A 0.0%
Value ($000) $290 Shares 7,946 Est. Cost $0.02 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $287 Shares 1,807 Est. Cost $0.13 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $285 Shares 3,322 Est. Cost $94.69 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $284 Shares 4,122 Est. Cost $0.05 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $283 Shares 2,817 Est. Cost $0.10 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $283 Shares 1,769 Est. Cost $129.58 Unrealized +12.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $282 Shares 2,552 Est. Cost $45.56 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $281 Shares 1,530 Est. Cost $9.27 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $277 Shares 1,173 Est. Cost $182.84 Unrealized +29.7%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $275 Shares 22,955 Est. Cost $11.67 Unrealized -2.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $274 Shares 4,517 Est. Cost $92.73 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $274 Shares 6,463 Est. Cost $43.08 Unrealized -11.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $272 Shares 1,206 Est. Cost $342.65 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $272 Shares 3,717 Est. Cost $57.97 Unrealized +24.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $264 Shares 1,254 Est. Cost $93.00 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $260 Shares 884 Est. Cost $226.78 Unrealized +9.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $259 Shares 5,045 Est. Cost $1.96 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $257 Shares 3,214 Est. Cost $0.06 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $252 Shares 2,919 Est. Cost $0.08 Unrealized
INDEPENDENT BANK GROUP INC COM 0.0%
Value ($000) $252 Shares 5,530 Est. Cost $0.06 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $251 Shares 4,880 Est. Cost $0.05 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $251 Shares 1,602 Est. Cost $84.59 Unrealized +57.5%
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $250 Shares 41,875 Est. Cost $7.00 Unrealized -14.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $247 Shares 1,317 Est. Cost $139.61 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $246 Shares 2,955 Est. Cost $68.69 Unrealized +16.0%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $246 Shares 15,999 Est. Cost $11.04 Unrealized +8.9%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $246 Shares 1,579 Est. Cost $128.15 Unrealized +15.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $242 Shares 18,229 Est. Cost $10.69 Unrealized 0.0%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $240 Shares 7,152 Est. Cost $30.73 Unrealized +5.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $239 Shares 4,917 Est. Cost $5.49 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $237 Shares 916 Est. Cost $223.61 Unrealized +7.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $237 Shares 2,512 Est. Cost $44.00 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $237 Shares 1,956 Est. Cost $111.65 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $236 Shares 1,361 Est. Cost $187.70 Unrealized -11.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $235 Shares 2,878 Est. Cost $72.66 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $231 Shares 1,762 Est. Cost $116.51 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $230 Shares 1,164 Est. Cost $218.79 Unrealized -14.9%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $227 Shares 2,482 Est. Cost $87.95 Unrealized 0.0%
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value ($000) $223 Shares 11,890 Est. Cost $14.65 Unrealized +6.9%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $216 Shares 3,160 Est. Cost $67.99 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $214 Shares 3,281 Est. Cost $50.74 Unrealized +11.6%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $213 Shares 3,362 Est. Cost $61.90 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $213 Shares 6,022 Est. Cost $29.27 Unrealized +9.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $211 Shares 2,351 Est. Cost $90.89 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $209 Shares 11,688 Est. Cost $0.02 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $206 Shares 11,495 Est. Cost $18.48 Unrealized -6.6%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $205 Shares 3,246 Est. Cost $63.17 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $204 Shares 517 Est. Cost $384.83 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $203 Shares 699 Est. Cost $253.36 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $199 Shares 10,323 Est. Cost $0.02 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $199 Shares 933 Est. Cost $214.46 Unrealized -5.7%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $198 Shares 5,000 Est. Cost $37.81 Unrealized -6.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $198 Shares 2,588 Est. Cost $17.82 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $197 Shares 17,534 Est. Cost $22.53 Unrealized -51.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $196 Shares 490 Est. Cost $312.58 Unrealized +20.9%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $195 Shares 362 Est. Cost $469.47 Unrealized +16.4%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $195 Shares 5,833 Est. Cost $32.43 Unrealized -8.9%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $195 Shares 3,894 Est. Cost $49.99 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $194 Shares 2,368 Est. Cost $55.86 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $194 Shares 6,006 Est. Cost $0.03 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $193 Shares 3,390 Est. Cost $51.83 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $192 Shares 1,292 Est. Cost $121.32 Unrealized +11.4%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $190 Shares 187 Est. Cost $917.50 Unrealized 0.0%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $190 Shares 3,746 Est. Cost $50.74 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $189 Shares 485 Est. Cost $432.06 Unrealized +7.0%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $188 Shares 2,400 Est. Cost $60.20 Unrealized +18.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $187 Shares 349 Est. Cost $453.65 Unrealized +11.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $187 Shares 2,175 Est. Cost $86.23 Unrealized -11.9%
POWERSCHOOL HOLDINGS INC COM CL A 0.0%
Value ($000) $185 Shares 8,693 Est. Cost $21.29 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $183 Shares 446 Est. Cost $330.45 Unrealized +12.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $179 Shares 936 Est. Cost $115.64 Unrealized +49.2%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $178 Shares 14,512 Est. Cost $18.25 Unrealized -28.5%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $176 Shares 2,207 Est. Cost $79.81 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $175 Shares 1,084 Est. Cost $171.83 Unrealized -6.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $174 Shares 478 Est. Cost $317.75 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $172 Shares 5,709 Est. Cost $29.05 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $172 Shares 3,614 Est. Cost $42.52 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $170 Shares 1,500 Est. Cost $99.38 Unrealized 0.0%
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $169 Shares 7,279 Est. Cost $18.94 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $169 Shares 4,075 Est. Cost $36.23 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $168 Shares 303 Est. Cost $498.54 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $168 Shares 1,276 Est. Cost $131.95 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $167 Shares 774 Est. Cost $212.38 Unrealized +10.3%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $167 Shares 1,371 Est. Cost $115.56 Unrealized +4.4%
BX BLACKSTONE INC COM 0.0%
Value ($000) $166 Shares 1,263 Est. Cost $102.08 Unrealized +16.3%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $166 Shares 583 Est. Cost $157.74 Unrealized 0.0%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $165 Shares 10,046 Est. Cost $14.28 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $164 Shares 661 Est. Cost $230.65 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $163 Shares 45 Est. Cost $3155.99 Unrealized +11.2%
AES AES CORP COM 0.0%
Value ($000) $163 Shares 9,085 Est. Cost $15.22 Unrealized 0.0%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $163 Shares 2,135 Est. Cost $76.19 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $163 Shares 1,922 Est. Cost $58.45 Unrealized +23.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $162 Shares 357 Est. Cost $442.75 Unrealized +3.2%
MDB MONGODB INC CL A 0.0%
Value ($000) $160 Shares 446 Est. Cost $382.58 Unrealized +6.8%
FIVN FIVE9 INC COM 0.0%
Value ($000) $158 Shares 2,536 Est. Cost $97.14 Unrealized -28.5%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $156 Shares 600 Est. Cost $260.62 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $155 Shares 226 Est. Cost $131.70 Unrealized +15.2%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $154 Shares 1,979 Est. Cost $77.39 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $153 Shares 1,284 Est. Cost $119.31 Unrealized -9.2%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $153 Shares 3,252 Est. Cost $28.38 Unrealized +38.8%
HNI HNI CORP COM 0.0%
Value ($000) $152 Shares 3,368 Est. Cost $38.07 Unrealized +11.4%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $151 Shares 3,377 Est. Cost $44.85 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $151 Shares 4,455 Est. Cost $37.58 Unrealized -13.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $150 Shares 554 Est. Cost $82.48 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $149 Shares 5,749 Est. Cost $21.89 Unrealized +0.2%
RACE FERRARI N V COM 0.0%
Value ($000) $149 Shares 342 Est. Cost $387.39 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $148 Shares 3,421 Est. Cost $30.57 Unrealized +25.7%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $147 Shares 9,324 Est. Cost $16.93 Unrealized -1.1%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $146 Shares 1,263 Est. Cost $43.39 Unrealized +18.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $145 Shares 3,704 Est. Cost $39.02 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $143 Shares 2,905 Est. Cost $0.04 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $142 Shares 1,501 Est. Cost $0.08 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $142 Shares 3,020 Est. Cost $44.49 Unrealized +0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $142 Shares 3,312 Est. Cost $37.06 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $142 Shares 1,972 Est. Cost $57.76 Unrealized +12.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $142 Shares 424 Est. Cost $315.32 Unrealized -2.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $139 Shares 3,736 Est. Cost $25.54 Unrealized +26.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $138 Shares 3,991 Est. Cost $31.85 Unrealized +14.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $138 Shares 331 Est. Cost $372.27 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $138 Shares 541 Est. Cost $237.76 Unrealized 0.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $136 Shares 327 Est. Cost $353.24 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $136 Shares 16,427 Est. Cost $1.14 Unrealized
GUARANTY BANCSHARES INC TEX COM 0.0%
Value ($000) $135 Shares 4,443 Est. Cost $33.62 Unrealized
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $135 Shares 947 Est. Cost $131.87 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $135 Shares 143 Est. Cost $138.61 Unrealized 0.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $134 Shares 2,274 Est. Cost $49.65 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $134 Shares 1,438 Est. Cost $70.61 Unrealized +18.8%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $134 Shares 2,139 Est. Cost $109.61 Unrealized -37.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $133 Shares 1,193 Est. Cost $104.61 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $133 Shares 2,283 Est. Cost $58.33 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $133 Shares 1,870 Est. Cost $68.06 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $132 Shares 1,578 Est. Cost $80.91 Unrealized -1.5%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $132 Shares 2,290 Est. Cost $68.31 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $132 Shares 371 Est. Cost $322.57 Unrealized 0.0%
FTS FORTIS INC COM 0.0%
Value ($000) $131 Shares 3,309 Est. Cost $37.09 Unrealized -0.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $131 Shares 760 Est. Cost $149.27 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $130 Shares 157 Est. Cost $737.47 Unrealized +9.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $129 Shares 943 Est. Cost $194.31 Unrealized -31.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $129 Shares 1,059 Est. Cost $101.75 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $129 Shares 929 Est. Cost $121.01 Unrealized +6.4%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $127 Shares 2,511 Est. Cost $36.78 Unrealized +19.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $127 Shares 2,651 Est. Cost $39.32 Unrealized +9.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $126 Shares 287 Est. Cost $286.36 Unrealized +36.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $126 Shares 226 Est. Cost $507.38 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $126 Shares 13,199 Est. Cost $10.62 Unrealized -17.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $125 Shares 1,794 Est. Cost $57.34 Unrealized +13.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $125 Shares 1,549 Est. Cost $76.15 Unrealized
DESPEGAR COM CORP ORD SHS 0.0%
Value ($000) $124 Shares 10,408 Est. Cost $11.96 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $124 Shares 1,648 Est. Cost $51.72 Unrealized +21.6%
TU TELUS CORPORATION COM 0.0%
Value ($000) $124 Shares 7,730 Est. Cost $17.34 Unrealized +0.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $123 Shares 948 Est. Cost $111.21 Unrealized +2.6%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $122 Shares 3,079 Est. Cost $39.66 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $120 Shares 582 Est. Cost $191.15 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $119 Shares 464 Est. Cost $236.20 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $118 Shares 1,219 Est. Cost $83.85 Unrealized +5.5%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $117 Shares 3,373 Est. Cost $32.77 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $115 Shares 1,127 Est. Cost $79.84 Unrealized +5.3%
PTC PTC INC COM 0.0%
Value ($000) $114 Shares 606 Est. Cost $153.39 Unrealized +17.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $114 Shares 261 Est. Cost $390.78 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $114 Shares 1,540 Est. Cost $60.20 Unrealized +17.2%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $113 Shares 1,703 Est. Cost $60.86 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $113 Shares 1,648 Est. Cost $102.06 Unrealized -29.7%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $113 Shares 3,170 Est. Cost $33.73 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $113 Shares 529 Est. Cost $191.03 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $113 Shares 370 Est. Cost $270.79 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $111 Shares 3,630 Est. Cost $0.04 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $110 Shares 179 Est. Cost $539.98 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $110 Shares 491 Est. Cost $200.09 Unrealized 0.0%
FIRST TR ENERGY INFRASTRCTR FD COM 0.0%
Value ($000) $107 Shares 5,900 Est. Cost $18.16 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $107 Shares 7,688 Est. Cost $13.89 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $104 Shares 474 Est. Cost $206.08 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $104 Shares 2,391 Est. Cost $47.90 Unrealized -0.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $103 Shares 818 Est. Cost $117.30 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $103 Shares 1,418 Est. Cost $72.37 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $102 Shares 142 Est. Cost $462.72 Unrealized +36.4%
RY ROYAL BK CDA COM 0.0%
Value ($000) $102 Shares 1,009 Est. Cost $88.10 Unrealized +12.0%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $101 Shares 6,310 Est. Cost $42.47 Unrealized -61.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $101 Shares 1,008 Est. Cost $81.45 Unrealized 0.0%