Icon Wealth Advisors, LLC Diversified Active

CIK: 0001963212 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $1,124,213 (100.0% shares, 0.0% debt)

Holdings (432)

IVV ISHARES CORE S&P 500 ETF 10.4%
Value ($000) $117,402 Shares 212,178 Est. Cost $149.95 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 6.2%
Value ($000) $69,535 Shares 210,318 Est. Cost $276.89 Unrealized +8.1%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4.3%
Value ($000) $48,418 Shares 1,049,823 Est. Cost $25.91 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.5%
Value ($000) $39,514 Shares 432,842 Est. Cost $83.51 Unrealized
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $34,857 Shares 83,319 Est. Cost $291.66 Unrealized +43.1%
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 3.0%
Value ($000) $34,254 Shares 724,648 Est. Cost $45.02 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.8%
Value ($000) $31,857 Shares 185,453 Est. Cost $145.81 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.6%
Value ($000) $29,431 Shares 284,746 Est. Cost $30.87 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.4%
Value ($000) $27,175 Shares 252,366 Est. Cost $32.07 Unrealized
AAPL APPLE INC COM 2.4%
Value ($000) $26,906 Shares 121,154 Est. Cost $168.94 Unrealized +9.6%
AMZN AMAZON COM INC COM 2.1%
Value ($000) $23,387 Shares 125,080 Est. Cost $128.93 Unrealized +42.5%
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $19,246 Shares 119,938 Est. Cost $133.96 Unrealized +10.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.5%
Value ($000) $16,904 Shares 585,717 Est. Cost $7.20 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.4%
Value ($000) $16,301 Shares 85,477 Est. Cost $187.02 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.4%
Value ($000) $15,558 Shares 106,318 Est. Cost $92.24 Unrealized
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $14,315 Shares 122,331 Est. Cost $94.32 Unrealized +7.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.3%
Value ($000) $14,276 Shares 237,068 Est. Cost $56.57 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.3%
Value ($000) $14,175 Shares 256,785 Est. Cost $8.19 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $12,904 Shares 108,812 Est. Cost $81.66 Unrealized +34.8%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $12,788 Shares 73,855 Est. Cost $121.02 Unrealized +39.5%
MBB ISHARES MBS ETF 1.1%
Value ($000) $12,621 Shares 134,384 Est. Cost $83.56 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $10,882 Shares 201,742 Est. Cost $50.37 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $10,685 Shares 18,546 Est. Cost $491.40 Unrealized -3.7%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $9,724 Shares 17,653 Est. Cost $92.22 Unrealized
V VISA INC COM CL A 0.7%
Value ($000) $8,363 Shares 31,480 Est. Cost $223.08 Unrealized +21.4%
AVGO BROADCOM INC COM 0.7%
Value ($000) $8,050 Shares 50,099 Est. Cost $128.91 Unrealized +6.8%
LLY ELI LILLY & CO COM 0.7%
Value ($000) $7,823 Shares 9,727 Est. Cost $331.75 Unrealized +138.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.7%
Value ($000) $7,651 Shares 80,697 Est. Cost $69.59 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.7%
Value ($000) $7,607 Shares 62,833 Est. Cost $0.08 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $7,274 Shares 42,404 Est. Cost $126.95 Unrealized +31.8%
ABBV ABBVIE INC COM 0.6%
Value ($000) $7,069 Shares 38,146 Est. Cost $129.42 Unrealized +21.4%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.6%
Value ($000) $6,672 Shares 126,195 Est. Cost $52.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $6,651 Shares 15,167 Est. Cost $302.64 Unrealized +35.0%
JPM JPMORGAN CHASE & CO. COM 0.6%
Value ($000) $6,454 Shares 30,329 Est. Cost $152.38 Unrealized +24.1%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $6,367 Shares 157,942 Est. Cost $30.84 Unrealized +19.4%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $6,089 Shares 13,132 Est. Cost $351.73 Unrealized +28.4%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $5,883 Shares 167,477 Est. Cost $34.88 Unrealized
ADBE ADOBE INC COM 0.5%
Value ($000) $5,814 Shares 10,539 Est. Cost $415.07 Unrealized +16.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $5,699 Shares 9,291 Est. Cost $540.96 Unrealized +5.3%
NOW SERVICENOW INC COM 0.5%
Value ($000) $5,656 Shares 6,945 Est. Cost $100.45 Unrealized +46.1%
HD HOME DEPOT INC COM 0.5%
Value ($000) $5,486 Shares 14,902 Est. Cost $293.79 Unrealized +11.5%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $5,484 Shares 259,524 Est. Cost $15.59 Unrealized +13.7%
NVO NOVO-NORDISK A S ADR 0.5%
Value ($000) $5,354 Shares 40,366 Est. Cost $93.42 Unrealized
ABT ABBOTT LABS COM 0.5%
Value ($000) $5,252 Shares 49,579 Est. Cost $102.29 Unrealized +0.6%
OKE ONEOK INC NEW COM 0.5%
Value ($000) $5,153 Shares 61,839 Est. Cost $57.15 Unrealized +29.3%
MRK MERCK & CO INC COM 0.4%
Value ($000) $4,989 Shares 44,104 Est. Cost $84.99 Unrealized +43.2%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,907 Shares 28,418 Est. Cost $155.75 Unrealized +4.2%
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $4,874 Shares 113,502 Est. Cost $28.74 Unrealized +31.2%
NFLX NETFLIX INC COM 0.4%
Value ($000) $4,703 Shares 7,485 Est. Cost $23.18 Unrealized +169.5%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $4,693 Shares 231,734 Est. Cost $14.28 Unrealized +6.9%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $4,528 Shares 42,749 Est. Cost $39.47 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $4,385 Shares 12,243 Est. Cost $0.21 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,378 Shares 27,233 Est. Cost $130.59 Unrealized +20.4%
TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $4,359 Shares 144,718 Est. Cost $0.02 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value ($000) $4,323 Shares 14,184 Est. Cost $135.35 Unrealized +134.4%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $4,081 Shares 20,026 Est. Cost $155.10 Unrealized +13.6%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.4%
Value ($000) $4,074 Shares 344,678 Est. Cost $6.96 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,054 Shares 15,276 Est. Cost $241.10 Unrealized +5.8%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $3,806 Shares 21,138 Est. Cost $166.63 Unrealized -2.0%
ABNB AIRBNB INC COM CL A 0.3%
Value ($000) $3,628 Shares 25,998 Est. Cost $112.60 Unrealized +35.7%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $3,531 Shares 51,666 Est. Cost $56.60 Unrealized +15.1%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.3%
Value ($000) $3,429 Shares 74,247 Est. Cost $11.32 Unrealized
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $3,263 Shares 12,302 Est. Cost $223.39 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $3,247 Shares 42,507 Est. Cost $75.56 Unrealized -10.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $3,001 Shares 16,569 Est. Cost $141.99 Unrealized +3.2%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.3%
Value ($000) $2,966 Shares 168,794 Est. Cost $6.67 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,872 Shares 6,048 Est. Cost $192.14 Unrealized +151.5%
CRM SALESFORCE INC COM 0.2%
Value ($000) $2,789 Shares 10,777 Est. Cost $175.02 Unrealized +51.2%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $2,781 Shares 12,245 Est. Cost $239.02 Unrealized +0.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,780 Shares 68,608 Est. Cost $31.52 Unrealized +15.7%
EOG EOG RES INC COM 0.2%
Value ($000) $2,774 Shares 21,880 Est. Cost $97.66 Unrealized +25.1%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $2,769 Shares 19,030 Est. Cost $79.69 Unrealized +75.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $2,704 Shares 166,198 Est. Cost $0.01 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $2,699 Shares 10,664 Est. Cost $193.49 Unrealized +17.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,691 Shares 14,871 Est. Cost $133.54 Unrealized +36.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $2,672 Shares 9,802 Est. Cost $120.49 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $2,623 Shares 12,119 Est. Cost $173.82 Unrealized +20.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $2,619 Shares 14,282 Est. Cost $0.14 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,617 Shares 11,759 Est. Cost $152.34 Unrealized +31.4%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $2,425 Shares 39,626 Est. Cost $59.78 Unrealized +11.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $2,422 Shares 4,470 Est. Cost $380.78 Unrealized +16.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $2,394 Shares 9,117 Est. Cost $219.17 Unrealized +8.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,379 Shares 49,110 Est. Cost $40.27 Unrealized +12.5%
IT GARTNER INC COM 0.2%
Value ($000) $2,372 Shares 4,733 Est. Cost $286.00 Unrealized +55.6%
SRE SEMPRA COM 0.2%
Value ($000) $2,261 Shares 28,247 Est. Cost $71.10 Unrealized -1.5%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value ($000) $2,251 Shares 50,702 Est. Cost $10.61 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $2,226 Shares 72,588 Est. Cost $21.68 Unrealized +20.6%
MSCI MSCI INC COM 0.2%
Value ($000) $2,159 Shares 3,992 Est. Cost $486.44 Unrealized 0.0%
O REALTY INCOME CORP COM 0.2%
Value ($000) $2,097 Shares 36,517 Est. Cost $57.30 Unrealized -15.1%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $2,048 Shares 112,588 Est. Cost $0.01 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,031 Shares 14,567 Est. Cost $95.74 Unrealized +27.7%
PR PERMIAN RESOURCES CORP CLASS A COM 0.2%
Value ($000) $1,987 Shares 129,531 Est. Cost $13.78 Unrealized +20.3%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,973 Shares 7,477 Est. Cost $227.51 Unrealized +6.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,873 Shares 9,149 Est. Cost $172.68 Unrealized +6.4%
SCM STELLUS CAP INVT CORP COM 0.2%
Value ($000) $1,844 Shares 131,457 Est. Cost $12.92 Unrealized +6.9%
LAM RESEARCH CORP COM 0.2%
Value ($000) $1,840 Shares 1,997 Est. Cost $847.30 Unrealized
TRGP TARGA RES CORP COM 0.2%
Value ($000) $1,827 Shares 13,503 Est. Cost $60.97 Unrealized +85.6%
UNP UNION PAC CORP COM 0.2%
Value ($000) $1,787 Shares 7,243 Est. Cost $221.28 Unrealized +1.9%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,781 Shares 22,853 Est. Cost $78.59 Unrealized -0.7%
LIN LINDE PLC SHS 0.2%
Value ($000) $1,720 Shares 3,793 Est. Cost $412.02 Unrealized +4.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,707 Shares 18,225 Est. Cost $103.61 Unrealized +1.8%
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $1,706 Shares 21,132 Est. Cost $25.00 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,691 Shares 2,058 Est. Cost $542.44 Unrealized +42.7%
INTU INTUIT COM 0.2%
Value ($000) $1,689 Shares 2,609 Est. Cost $623.22 Unrealized -1.4%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,688 Shares 3,483 Est. Cost $418.16 Unrealized +1.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,685 Shares 34,387 Est. Cost $35.28 Unrealized +10.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,678 Shares 13,862 Est. Cost $0.08 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,560 Shares 4,248 Est. Cost $0.21 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $1,547 Shares 36,707 Est. Cost $39.82 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,540 Shares 66,934 Est. Cost $3.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $1,538 Shares 10,149 Est. Cost $120.48 Unrealized +9.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,529 Shares 13,276 Est. Cost $82.18 Unrealized +11.1%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $1,527 Shares 9,676 Est. Cost $152.34 Unrealized -7.2%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.1%
Value ($000) $1,513 Shares 33,429 Est. Cost $45.23 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $1,500 Shares 11,713 Est. Cost $112.51 Unrealized +3.4%
TSLA TESLA INC COM 0.1%
Value ($000) $1,495 Shares 6,441 Est. Cost $239.65 Unrealized -27.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,479 Shares 19,777 Est. Cost $3.62 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $1,452 Shares 1,657 Est. Cost $620.37 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,435 Shares 23,797 Est. Cost $3.59 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,427 Shares 4,292 Est. Cost $243.97 Unrealized +14.5%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,427 Shares 41,621 Est. Cost $34.43 Unrealized -8.4%
INTC INTEL CORP COM 0.1%
Value ($000) $1,405 Shares 45,717 Est. Cost $34.84 Unrealized -6.7%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,397 Shares 12,289 Est. Cost $80.40 Unrealized +62.5%
374WATER INC COM 0.1%
Value ($000) $1,387 Shares 1,146,612 Est. Cost $0.00 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $1,377 Shares 15,219 Est. Cost $89.32 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,367 Shares 1,459 Est. Cost $561.74 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $1,363 Shares 34,062 Est. Cost $30.72 Unrealized +9.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,350 Shares 5,458 Est. Cost $181.67 Unrealized +30.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,314 Shares 11,815 Est. Cost $92.79 Unrealized +24.3%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $1,268 Shares 7,600 Est. Cost $221.62 Unrealized -23.6%
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $1,248 Shares 82,964 Est. Cost $12.03 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,239 Shares 10,546 Est. Cost $89.57 Unrealized +11.8%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $1,217 Shares 38,260 Est. Cost $3.98 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1,206 Shares 4,582 Est. Cost $193.61 Unrealized +29.2%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,195 Shares 10,904 Est. Cost $90.24 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $1,192 Shares 6,152 Est. Cost $195.63 Unrealized -0.3%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $1,189 Shares 9,434 Est. Cost $108.93 Unrealized -4.1%
WMT WALMART INC COM 0.1%
Value ($000) $1,178 Shares 17,169 Est. Cost $51.56 Unrealized +20.2%
FET FORUM ENERGY TECHNOLOGIES INC COM 0.1%
Value ($000) $1,172 Shares 63,533 Est. Cost $25.74 Unrealized -28.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,150 Shares 2,320 Est. Cost $287.72 Unrealized +50.9%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value ($000) $1,083 Shares 31,495 Est. Cost $33.15 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,076 Shares 16,123 Est. Cost $56.59 Unrealized +4.1%
FAST FASTENAL CO COM 0.1%
Value ($000) $1,065 Shares 15,057 Est. Cost $23.71 Unrealized +37.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,059 Shares 8,125 Est. Cost $160.50 Unrealized -19.0%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $1,033 Shares 9,553 Est. Cost $21.14 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,033 Shares 4,206 Est. Cost $216.97 Unrealized +2.0%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.1%
Value ($000) $997 Shares 20,840 Est. Cost $47.82 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $985 Shares 27,293 Est. Cost $29.71 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $983 Shares 51,049 Est. Cost $15.34 Unrealized +5.4%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $947 Shares 3,417 Est. Cost $218.24 Unrealized +14.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $943 Shares 3,158 Est. Cost $262.09 Unrealized +8.4%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $943 Shares 10,954 Est. Cost $90.74 Unrealized -15.4%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $912 Shares 10,475 Est. Cost $0.07 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $860 Shares 1,513 Est. Cost $371.92 Unrealized +23.9%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $859 Shares 1,879 Est. Cost $409.75 Unrealized -1.2%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $818 Shares 21,219 Est. Cost $31.31 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $801 Shares 1,802 Est. Cost $374.98 Unrealized +6.2%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $797 Shares 19,620 Est. Cost $0.03 Unrealized
HEI HEICO CORP NEW COM 0.1%
Value ($000) $793 Shares 3,285 Est. Cost $149.93 Unrealized +40.8%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $779 Shares 17,353 Est. Cost $39.22 Unrealized -3.7%
PPL PPL CORP COM 0.1%
Value ($000) $772 Shares 25,987 Est. Cost $25.43 Unrealized +4.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $757 Shares 9,562 Est. Cost $73.42 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $746 Shares 16,696 Est. Cost $40.21 Unrealized -13.1%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $741 Shares 4,412 Est. Cost $0.12 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $735 Shares 2,969 Est. Cost $201.94 Unrealized +11.2%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $730 Shares 36,600 Est. Cost $13.12 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $730 Shares 12,301 Est. Cost $45.23 Unrealized +25.7%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $722 Shares 2,059 Est. Cost $273.75 Unrealized +11.5%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $715 Shares 828 Est. Cost $519.40 Unrealized +37.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $711 Shares 16,426 Est. Cost $0.04 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $693 Shares 7,211 Est. Cost $72.08 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $685 Shares 16,452 Est. Cost $0.03 Unrealized
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $672 Shares 4,312 Est. Cost $86.64 Unrealized +59.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $659 Shares 1 Est. Cost $428128.38 Unrealized +44.0%
CLOA BLACKROCK AAA CLO ETF 0.1%
Value ($000) $658 Shares 12,650 Est. Cost $51.99 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $655 Shares 2,377 Est. Cost $241.52 Unrealized +4.7%
BA BOEING CO COM 0.1%
Value ($000) $642 Shares 3,368 Est. Cost $158.70 Unrealized +12.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $634 Shares 10,243 Est. Cost $51.86 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $633 Shares 7,554 Est. Cost $75.28 Unrealized +6.9%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $629 Shares 1,881 Est. Cost $313.71 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $627 Shares 14,167 Est. Cost $4.87 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $624 Shares 2,833 Est. Cost $193.74 Unrealized -9.0%
GLOB GLOBANT S A COM 0.1%
Value ($000) $622 Shares 3,196 Est. Cost $206.21 Unrealized -14.5%
KMX CARMAX INC COM 0.1%
Value ($000) $609 Shares 7,207 Est. Cost $70.53 Unrealized +2.2%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $603 Shares 1,743 Est. Cost $290.93 Unrealized +16.4%
RBA RB GLOBAL INC COM 0.1%
Value ($000) $603 Shares 7,570 Est. Cost $64.26 Unrealized +16.6%
NKE NIKE INC CL B 0.1%
Value ($000) $599 Shares 8,003 Est. Cost $99.97 Unrealized -10.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $597 Shares 4,670 Est. Cost $1.58 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $576 Shares 5,581 Est. Cost $75.40 Unrealized +20.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $574 Shares 13,916 Est. Cost $34.82 Unrealized +6.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $574 Shares 3,022 Est. Cost $0.14 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $573 Shares 8,283 Est. Cost $28.04 Unrealized
GDDY GODADDY INC CL A 0.1%
Value ($000) $572 Shares 3,934 Est. Cost $75.29 Unrealized +75.3%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $569 Shares 8,055 Est. Cost $33.96 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $561 Shares 3,880 Est. Cost $133.64 Unrealized +20.4%
PFE PFIZER INC COM 0.0%
Value ($000) $556 Shares 18,206 Est. Cost $38.93 Unrealized -36.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $552 Shares 490 Est. Cost $63.74 Unrealized +8.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $551 Shares 1,137 Est. Cost $447.87 Unrealized -0.9%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $538 Shares 5,106 Est. Cost $5.97 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $537 Shares 1,754 Est. Cost $301.94 Unrealized +16.5%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $530 Shares 12,490 Est. Cost $41.17 Unrealized -13.9%
WSO WATSCO INC COM 0.0%
Value ($000) $526 Shares 1,075 Est. Cost $270.99 Unrealized +68.7%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $521 Shares 3,472 Est. Cost $72.27 Unrealized +66.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $512 Shares 2,392 Est. Cost $192.70 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $511 Shares 8,321 Est. Cost $14.05 Unrealized
HESS CORP COM 0.0%
Value ($000) $509 Shares 3,320 Est. Cost $147.51 Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $506 Shares 13,646 Est. Cost $35.13 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $505 Shares 3,046 Est. Cost $126.61 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $501 Shares 7,777 Est. Cost $57.12 Unrealized +21.7%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $499 Shares 6,375 Est. Cost $75.41 Unrealized -7.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $492 Shares 10,083 Est. Cost $24.69 Unrealized +11.6%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $487 Shares 5,974 Est. Cost $80.07 Unrealized -8.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $486 Shares 13,000 Est. Cost $33.81 Unrealized -4.3%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $480 Shares 1,966 Est. Cost $213.42 Unrealized +6.2%
ANSYS INC COM 0.0%
Value ($000) $477 Shares 1,521 Est. Cost $69.94 Unrealized
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $477 Shares 11,442 Est. Cost $32.67 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $467 Shares 4,209 Est. Cost $0.08 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $466 Shares 9,100 Est. Cost $41.19 Unrealized +18.5%
SAP SAP SE SPON ADR 0.0%
Value ($000) $465 Shares 2,199 Est. Cost $157.13 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $459 Shares 9,020 Est. Cost $13.71 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $457 Shares 3,865 Est. Cost $104.57 Unrealized +25.4%
ICLR ICON PLC SHS 0.0%
Value ($000) $452 Shares 1,375 Est. Cost $313.39 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $450 Shares 3,841 Est. Cost $104.31 Unrealized +3.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $445 Shares 412 Est. Cost $702.32 Unrealized +37.3%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $443 Shares 10,823 Est. Cost $4.39 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $437 Shares 3,103 Est. Cost $82.15 Unrealized +44.7%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $436 Shares 926 Est. Cost $471.25 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $436 Shares 9,225 Est. Cost $15.59 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $432 Shares 7,160 Est. Cost $78.47 Unrealized -25.4%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $431 Shares 810 Est. Cost $513.68 Unrealized 0.0%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $430 Shares 3,500 Est. Cost $92.54 Unrealized +15.5%
ROL ROLLINS INC COM 0.0%
Value ($000) $426 Shares 8,896 Est. Cost $34.54 Unrealized +31.0%
SAIA SAIA INC COM 0.0%
Value ($000) $423 Shares 1,013 Est. Cost $408.66 Unrealized +14.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $418 Shares 7,450 Est. Cost $54.08 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $416 Shares 1,088 Est. Cost $159.57 Unrealized +148.2%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $416 Shares 10,595 Est. Cost $36.66 Unrealized +10.0%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $416 Shares 4,438 Est. Cost $44.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $410 Shares 3,206 Est. Cost $0.10 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $403 Shares 1,884 Est. Cost $193.07 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $398 Shares 1,715 Est. Cost $188.22 Unrealized +76.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $397 Shares 6,036 Est. Cost $69.37 Unrealized -8.5%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $393 Shares 2,620 Est. Cost $229.75 Unrealized -32.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $388 Shares 1,328 Est. Cost $243.28 Unrealized +13.5%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $382 Shares 1,245 Est. Cost $259.57 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $380 Shares 4,872 Est. Cost $69.42 Unrealized +22.1%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $377 Shares 2,618 Est. Cost $125.49 Unrealized
IYLD ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF 0.0%
Value ($000) $375 Shares 18,657 Est. Cost $20.11 Unrealized
SPSC SPS COMM INC COM 0.0%
Value ($000) $368 Shares 1,708 Est. Cost $174.41 Unrealized +4.9%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $367 Shares 7,943 Est. Cost $5.18 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $365 Shares 3,911 Est. Cost $61.60 Unrealized
STEL STELLAR BANCORP INC COM 0.0%
Value ($000) $362 Shares 13,215 Est. Cost $30.96 Unrealized -26.7%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $362 Shares 7,411 Est. Cost $44.15 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $361 Shares 2,336 Est. Cost $0.11 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $360 Shares 3,600 Est. Cost $0.07 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $356 Shares 3,633 Est. Cost $83.14 Unrealized +38.3%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $356 Shares 5,914 Est. Cost $0.04 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $355 Shares 16,825 Est. Cost $0.02 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $354 Shares 1,022 Est. Cost $282.81 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $351 Shares 3,729 Est. Cost $72.05 Unrealized +17.8%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $346 Shares 7,271 Est. Cost $0.05 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $345 Shares 1,628 Est. Cost $145.07 Unrealized +45.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $345 Shares 1,063 Est. Cost $154.05 Unrealized -2.9%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $345 Shares 5,292 Est. Cost $56.77 Unrealized +27.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $344 Shares 3,048 Est. Cost $88.44 Unrealized +11.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $339 Shares 3,045 Est. Cost $0.08 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $337 Shares 4,574 Est. Cost $68.28 Unrealized +15.3%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $333 Shares 1,438 Est. Cost $254.84 Unrealized +9.2%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $328 Shares 3,708 Est. Cost $94.06 Unrealized
INDEPENDENT BANK GROUP INC COM 0.0%
Value ($000) $327 Shares 5,530 Est. Cost $0.06 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $326 Shares 1,994 Est. Cost $132.04 Unrealized +14.6%
EXPO EXPONENT INC COM 0.0%
Value ($000) $323 Shares 3,043 Est. Cost $90.80 Unrealized -3.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $320 Shares 2,652 Est. Cost $100.88 Unrealized +4.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $317 Shares 3,457 Est. Cost $91.80 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $316 Shares 34,496 Est. Cost $8.18 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $315 Shares 2,203 Est. Cost $136.68 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $312 Shares 1,193 Est. Cost $183.84 Unrealized +31.7%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $310 Shares 14,969 Est. Cost $21.82 Unrealized -18.8%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $309 Shares 7,214 Est. Cost $36.80 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $307 Shares 5,965 Est. Cost $51.12 Unrealized +3.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $305 Shares 3,930 Est. Cost $0.07 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $304 Shares 612 Est. Cost $317.60 Unrealized +93.1%
CRH CRH PLC ORD 0.0%
Value ($000) $302 Shares 3,523 Est. Cost $60.57 Unrealized +29.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $302 Shares 1,281 Est. Cost $336.37 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $294 Shares 6,637 Est. Cost $0.03 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $294 Shares 1,716 Est. Cost $0.13 Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $293 Shares 4,155 Est. Cost $68.62 Unrealized -3.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $291 Shares 1,698 Est. Cost $151.93 Unrealized +6.3%
TOST TOAST INC CL A 0.0%
Value ($000) $290 Shares 11,069 Est. Cost $16.40 Unrealized +47.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $284 Shares 2,821 Est. Cost $0.10 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $273 Shares 1,030 Est. Cost $264.40 Unrealized 0.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $273 Shares 3,819 Est. Cost $50.76 Unrealized +3.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $270 Shares 5,204 Est. Cost $3.48 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $264 Shares 19,534 Est. Cost $21.53 Unrealized -40.8%
CGNX COGNEX CORP COM 0.0%
Value ($000) $264 Shares 5,327 Est. Cost $43.08 Unrealized +0.7%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $263 Shares 510 Est. Cost $384.83 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $263 Shares 6,380 Est. Cost $41.18 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $262 Shares 1,153 Est. Cost $236.12 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $258 Shares 419 Est. Cost $470.18 Unrealized +17.5%
FRPT FRESHPET INC COM 0.0%
Value ($000) $255 Shares 2,097 Est. Cost $68.50 Unrealized +75.2%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $254 Shares 4,932 Est. Cost $0.59 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $253 Shares 427 Est. Cost $560.72 Unrealized +2.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $253 Shares 3,457 Est. Cost $12.01 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $253 Shares 68 Est. Cost $3324.72 Unrealized +9.9%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $252 Shares 4,970 Est. Cost $50.47 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $250 Shares 1,493 Est. Cost $155.67 Unrealized +0.7%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $249 Shares 49,492 Est. Cost $5.04 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $248 Shares 15,999 Est. Cost $11.04 Unrealized +19.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $245 Shares 1,285 Est. Cost $139.61 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $242 Shares 5,325 Est. Cost $36.53 Unrealized +35.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $238 Shares 2,147 Est. Cost $120.46 Unrealized 0.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $236 Shares 1,293 Est. Cost $169.79 Unrealized -6.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $234 Shares 3,730 Est. Cost $62.83 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $233 Shares 2,906 Est. Cost $79.93 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $232 Shares 7,999 Est. Cost $32.71 Unrealized 0.0%
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $232 Shares 41,875 Est. Cost $7.00 Unrealized -16.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $229 Shares 3,701 Est. Cost $92.73 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $228 Shares 3,136 Est. Cost $131.31 Unrealized +5.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $223 Shares 1,040 Est. Cost $204.58 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $220 Shares 1,432 Est. Cost $84.59 Unrealized +60.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $218 Shares 783 Est. Cost $262.45 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $214 Shares 393 Est. Cost $533.24 Unrealized 0.0%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $214 Shares 11,688 Est. Cost $0.02 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $211 Shares 7,867 Est. Cost $0.02 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $210 Shares 20,450 Est. Cost $11.67 Unrealized -2.5%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $207 Shares 1,669 Est. Cost $111.65 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $206 Shares 1,132 Est. Cost $163.58 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $206 Shares 2,028 Est. Cost $87.95 Unrealized +6.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $205 Shares 1,792 Est. Cost $103.43 Unrealized +2.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $202 Shares 4,000 Est. Cost $49.99 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $201 Shares 885 Est. Cost $214.46 Unrealized -2.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $201 Shares 353 Est. Cost $568.76 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $200 Shares 2,798 Est. Cost $50.74 Unrealized +29.7%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $199 Shares 1,227 Est. Cost $128.15 Unrealized +23.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $198 Shares 2,699 Est. Cost $63.38 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $196 Shares 6,952 Est. Cost $37.22 Unrealized -19.1%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $196 Shares 10,323 Est. Cost $0.02 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $194 Shares 6,073 Est. Cost $34.45 Unrealized +14.4%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $194 Shares 2,572 Est. Cost $62.00 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $193 Shares 1,942 Est. Cost $130.29 Unrealized -2.6%
BL BLACKLINE INC COM 0.0%
Value ($000) $192 Shares 4,037 Est. Cost $67.09 Unrealized -18.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $191 Shares 1,115 Est. Cost $187.70 Unrealized -13.4%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $189 Shares 1,613 Est. Cost $99.43 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $188 Shares 3,635 Est. Cost $5.49 Unrealized
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $187 Shares 6,301 Est. Cost $30.73 Unrealized -3.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $186 Shares 3,100 Est. Cost $60.01 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $184 Shares 4,753 Est. Cost $29.27 Unrealized +16.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $183 Shares 326 Est. Cost $500.60 Unrealized +5.4%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $182 Shares 1,457 Est. Cost $115.62 Unrealized +0.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $181 Shares 355 Est. Cost $375.75 Unrealized +12.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $177 Shares 2,279 Est. Cost $17.82 Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $177 Shares 8,381 Est. Cost $31.16 Unrealized -22.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $177 Shares 3,681 Est. Cost $42.63 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $177 Shares 181 Est. Cost $917.50 Unrealized +1.1%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $176 Shares 1,440 Est. Cost $121.70 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $173 Shares 775 Est. Cost $93.00 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $173 Shares 2,548 Est. Cost $0.05 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $172 Shares 2,248 Est. Cost $71.17 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $172 Shares 1,905 Est. Cost $0.08 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $171 Shares 963 Est. Cost $165.63 Unrealized 0.0%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $171 Shares 8,972 Est. Cost $19.08 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $170 Shares 807 Est. Cost $198.03 Unrealized -5.8%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $168 Shares 5,418 Est. Cost $29.05 Unrealized
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value ($000) $166 Shares 9,731 Est. Cost $14.65 Unrealized +22.8%
RACE FERRARI N V COM 0.0%
Value ($000) $166 Shares 402 Est. Cost $391.62 Unrealized +6.2%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $165 Shares 2,469 Est. Cost $68.45 Unrealized +1.8%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $165 Shares 2,098 Est. Cost $77.46 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $165 Shares 1,148 Est. Cost $121.32 Unrealized +18.9%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $164 Shares 502 Est. Cost $333.33 Unrealized 0.0%
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $164 Shares 4,075 Est. Cost $36.23 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $164 Shares 6,020 Est. Cost $22.06 Unrealized +15.7%
POWERSCHOOL HOLDINGS INC COM CL A 0.0%
Value ($000) $160 Shares 7,110 Est. Cost $21.29 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $156 Shares 378 Est. Cost $441.34 Unrealized -5.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $155 Shares 1,419 Est. Cost $85.31 Unrealized +10.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $154 Shares 387 Est. Cost $323.89 Unrealized +9.5%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $153 Shares 11,862 Est. Cost $18.25 Unrealized -43.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $150 Shares 624 Est. Cost $230.65 Unrealized -1.2%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $149 Shares 2,196 Est. Cost $58.57 Unrealized +12.1%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $148 Shares 1,185 Est. Cost $0.17 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $147 Shares 9,405 Est. Cost $18.48 Unrealized -11.1%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $144 Shares 2,237 Est. Cost $67.99 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $139 Shares 424 Est. Cost $315.32 Unrealized -7.2%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $136 Shares 285 Est. Cost $286.36 Unrealized +42.3%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $136 Shares 947 Est. Cost $131.87 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $134 Shares 1,012 Est. Cost $122.02 Unrealized +9.2%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $133 Shares 656 Est. Cost $188.88 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $132 Shares 582 Est. Cost $191.15 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $131 Shares 842 Est. Cost $117.90 Unrealized +17.2%
XYZ BLOCK INC CL A 0.0%
Value ($000) $131 Shares 2,117 Est. Cost $59.51 Unrealized +17.6%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $131 Shares 7,667 Est. Cost $16.93 Unrealized -17.9%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $130 Shares 2,657 Est. Cost $0.04 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $130 Shares 457 Est. Cost $82.48 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $129 Shares 326 Est. Cost $353.24 Unrealized +8.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $128 Shares 1,047 Est. Cost $186.15 Unrealized -39.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $128 Shares 521 Est. Cost $208.15 Unrealized +9.1%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $128 Shares 536 Est. Cost $209.64 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $128 Shares 1,587 Est. Cost $0.06 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $125 Shares 158 Est. Cost $737.47 Unrealized -0.7%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $124 Shares 108 Est. Cost $91.44 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $124 Shares 1,547 Est. Cost $60.20 Unrealized +17.9%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $122 Shares 370 Est. Cost $270.79 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $121 Shares 159 Est. Cost $131.70 Unrealized +28.0%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $121 Shares 1,538 Est. Cost $90.84 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $120 Shares 2,647 Est. Cost $39.32 Unrealized +28.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $119 Shares 1,506 Est. Cost $80.91 Unrealized -3.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $119 Shares 1,703 Est. Cost $60.86 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $118 Shares 829 Est. Cost $102.08 Unrealized +15.4%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $118 Shares 38,788 Est. Cost $3.03 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $118 Shares 1,618 Est. Cost $51.72 Unrealized +47.3%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $116 Shares 230 Est. Cost $432.36 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $116 Shares 204 Est. Cost $507.38 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $115 Shares 934 Est. Cost $100.87 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $114 Shares 1,451 Est. Cost $72.52 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $114 Shares 1,158 Est. Cost $86.23 Unrealized -4.2%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $113 Shares 325 Est. Cost $317.75 Unrealized +5.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $113 Shares 1,132 Est. Cost $79.84 Unrealized +8.7%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $113 Shares 2,049 Est. Cost $54.91 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $112 Shares 261 Est. Cost $390.78 Unrealized +7.1%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $112 Shares 858 Est. Cost $181.42 Unrealized -18.6%
HESM HESS MIDSTREAM LP CL A SHS 0.0%
Value ($000) $111 Shares 2,959 Est. Cost $30.60 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $109 Shares 1,700 Est. Cost $48.23 Unrealized +29.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $109 Shares 741 Est. Cost $149.07 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $109 Shares 839 Est. Cost $130.07 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $109 Shares 10,341 Est. Cost $10.54 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $108 Shares 1,425 Est. Cost $57.97 Unrealized +8.9%
PTC PTC INC COM 0.0%
Value ($000) $107 Shares 599 Est. Cost $153.39 Unrealized +16.7%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $106 Shares 428 Est. Cost $246.99 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $105 Shares 3,111 Est. Cost $37.58 Unrealized -22.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $104 Shares 480 Est. Cost $200.09 Unrealized +7.4%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $103 Shares 994 Est. Cost $81.45 Unrealized +13.8%
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $101 Shares 4,969 Est. Cost $18.39 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $101 Shares 709 Est. Cost $132.98 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.0%
Value ($000) $100 Shares 1,943 Est. Cost $36.78 Unrealized +24.5%