Icon Wealth Advisors, LLC Diversified Active

CIK: 0001963212 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $1,215,754 (100.0% shares, 0.0% debt)

Holdings (502)

IVV ISHARES CORE S&P 500 ETF 9.5%
Value ($000) $114,995 Shares 195,344 Est. Cost $149.95 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 5.4%
Value ($000) $65,800 Shares 187,044 Est. Cost $276.89 Unrealized +28.1%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4.1%
Value ($000) $49,673 Shares 1,098,952 Est. Cost $29.81 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.2%
Value ($000) $39,388 Shares 387,945 Est. Cost $83.51 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 3.0%
Value ($000) $36,131 Shares 704,995 Est. Cost $45.09 Unrealized
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $34,708 Shares 82,345 Est. Cost $295.40 Unrealized +43.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.8%
Value ($000) $33,567 Shares 188,495 Est. Cost $146.61 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.7%
Value ($000) $32,253 Shares 333,090 Est. Cost $40.62 Unrealized
AAPL APPLE INC COM 2.6%
Value ($000) $31,487 Shares 125,737 Est. Cost $171.10 Unrealized +37.1%
EFV ISHARES MSCI EAFE VALUE ETF 2.6%
Value ($000) $31,117 Shares 593,034 Est. Cost $35.91 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 2.1%
Value ($000) $25,349 Shares 237,907 Est. Cost $32.07 Unrealized
AMZN AMAZON COM INC COM 2.0%
Value ($000) $24,352 Shares 110,997 Est. Cost $128.93 Unrealized +58.7%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.5%
Value ($000) $17,786 Shares 320,749 Est. Cost $57.40 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $16,859 Shares 116,395 Est. Cost $134.12 Unrealized +8.5%
NVDA NVIDIA CORPORATION COM 1.4%
Value ($000) $16,656 Shares 124,033 Est. Cost $95.42 Unrealized +44.4%
IVE ISHARES S&P 500 VALUE ETF 1.3%
Value ($000) $16,354 Shares 85,677 Est. Cost $187.02 Unrealized
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $16,040 Shares 149,115 Est. Cost $89.99 Unrealized +24.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.3%
Value ($000) $15,785 Shares 503,348 Est. Cost $7.20 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.3%
Value ($000) $15,444 Shares 26,351 Est. Cost $248.20 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.3%
Value ($000) $15,432 Shares 96,742 Est. Cost $92.24 Unrealized
MBB ISHARES MBS ETF 1.1%
Value ($000) $12,894 Shares 140,644 Est. Cost $83.97 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $12,341 Shares 64,801 Est. Cost $121.90 Unrealized +44.1%
AVGO BROADCOM INC COM 0.9%
Value ($000) $10,612 Shares 45,771 Est. Cost $128.91 Unrealized +41.9%
V VISA INC COM CL A 0.8%
Value ($000) $9,805 Shares 31,023 Est. Cost $223.08 Unrealized +33.7%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.8%
Value ($000) $9,510 Shares 182,817 Est. Cost $52.79 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.8%
Value ($000) $9,351 Shares 45,192 Est. Cost $205.02 Unrealized
LLY ELI LILLY & CO COM 0.8%
Value ($000) $9,293 Shares 12,037 Est. Cost $430.79 Unrealized +90.6%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.7%
Value ($000) $8,335 Shares 629,569 Est. Cost $8.84 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $8,270 Shares 16,349 Est. Cost $491.40 Unrealized +12.5%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $7,800 Shares 41,205 Est. Cost $126.95 Unrealized +37.2%
ORCL ORACLE CORP COM 0.6%
Value ($000) $7,767 Shares 46,607 Est. Cost $134.20 Unrealized +31.0%
JPM JPMORGAN CHASE & CO. COM 0.6%
Value ($000) $7,730 Shares 32,247 Est. Cost $156.00 Unrealized +46.2%
KMI KINDER MORGAN INC DEL COM 0.6%
Value ($000) $7,555 Shares 275,734 Est. Cost $16.08 Unrealized +54.7%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.6%
Value ($000) $7,426 Shares 57,646 Est. Cost $0.08 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $6,992 Shares 39,345 Est. Cost $130.91 Unrealized +35.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $6,836 Shares 15,081 Est. Cost $307.92 Unrealized +50.0%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $6,746 Shares 12,810 Est. Cost $351.73 Unrealized +46.3%
OKE ONEOK INC NEW COM 0.5%
Value ($000) $6,670 Shares 66,435 Est. Cost $58.77 Unrealized +64.8%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $6,621 Shares 150,658 Est. Cost $30.84 Unrealized +38.9%
NFLX NETFLIX INC COM 0.5%
Value ($000) $6,363 Shares 7,139 Est. Cost $23.18 Unrealized +255.1%
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $6,296 Shares 116,325 Est. Cost $29.46 Unrealized +75.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $6,294 Shares 120,519 Est. Cost $50.43 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $6,147 Shares 15,803 Est. Cost $297.74 Unrealized +33.4%
NOW SERVICENOW INC COM 0.5%
Value ($000) $6,009 Shares 5,668 Est. Cost $100.45 Unrealized +101.7%
SHOP SHOPIFY INC CL A 0.5%
Value ($000) $5,565 Shares 52,339 Est. Cost $62.07 Unrealized +56.7%
ABT ABBOTT LABS COM 0.5%
Value ($000) $5,524 Shares 48,834 Est. Cost $102.29 Unrealized +10.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.5%
Value ($000) $5,479 Shares 62,737 Est. Cost $71.24 Unrealized
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $5,179 Shares 238,437 Est. Cost $14.36 Unrealized +22.4%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,105 Shares 30,447 Est. Cost $134.23 Unrealized +23.5%
TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $4,960 Shares 145,490 Est. Cost $0.02 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $4,784 Shares 48,094 Est. Cost $87.30 Unrealized +13.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $4,739 Shares 11,801 Est. Cost $0.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $4,739 Shares 9,109 Est. Cost $540.96 Unrealized +1.2%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $4,650 Shares 14,011 Est. Cost $143.27 Unrealized +142.3%
ADBE ADOBE INC COM 0.4%
Value ($000) $4,574 Shares 10,287 Est. Cost $415.07 Unrealized +19.3%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,472 Shares 15,427 Est. Cost $241.10 Unrealized +20.4%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,390 Shares 28,867 Est. Cost $155.77 Unrealized +0.5%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $4,210 Shares 25,842 Est. Cost $168.60 Unrealized +4.6%
META META PLATFORMS INC CL A 0.3%
Value ($000) $4,119 Shares 7,035 Est. Cost $244.45 Unrealized +139.2%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $4,057 Shares 40,758 Est. Cost $39.47 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $4,009 Shares 13,832 Est. Cost $169.09 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $3,806 Shares 20,299 Est. Cost $155.55 Unrealized +24.2%
MSCI MSCI INC COM 0.3%
Value ($000) $3,756 Shares 6,260 Est. Cost $504.33 Unrealized +17.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.3%
Value ($000) $3,636 Shares 185,614 Est. Cost $1.91 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $3,463 Shares 57,978 Est. Cost $57.94 Unrealized +9.8%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $3,443 Shares 11,919 Est. Cost $223.39 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.3%
Value ($000) $3,372 Shares 72,852 Est. Cost $12.14 Unrealized
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $3,313 Shares 38,518 Est. Cost $93.42 Unrealized
ABNB AIRBNB INC COM CL A 0.3%
Value ($000) $3,307 Shares 25,167 Est. Cost $112.60 Unrealized +19.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $3,288 Shares 22,733 Est. Cost $150.76 Unrealized -0.8%
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $3,279 Shares 66,233 Est. Cost $49.51 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $3,174 Shares 16,460 Est. Cost $141.99 Unrealized +33.3%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $3,151 Shares 13,081 Est. Cost $179.83 Unrealized +36.2%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $3,130 Shares 10,546 Est. Cost $193.49 Unrealized +46.6%
WDAY WORKDAY INC CL A 0.3%
Value ($000) $3,077 Shares 11,924 Est. Cost $239.02 Unrealized +6.9%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $3,037 Shares 42,361 Est. Cost $75.56 Unrealized -0.7%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,951 Shares 49,846 Est. Cost $40.36 Unrealized +37.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $2,891 Shares 9,876 Est. Cost $221.66 Unrealized +29.9%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $2,831 Shares 159,945 Est. Cost $6.67 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $2,759 Shares 22,509 Est. Cost $98.20 Unrealized +25.6%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,697 Shares 12,695 Est. Cost $156.82 Unrealized +38.9%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $2,670 Shares 2,914 Est. Cost $652.98 Unrealized +41.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $2,641 Shares 14,267 Est. Cost $0.14 Unrealized
SRE SEMPRA COM 0.2%
Value ($000) $2,597 Shares 29,608 Est. Cost $71.61 Unrealized +17.8%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $2,420 Shares 21,241 Est. Cost $84.29 Unrealized +44.8%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $2,379 Shares 73,619 Est. Cost $21.91 Unrealized +25.4%
TSLA TESLA INC COM 0.2%
Value ($000) $2,350 Shares 5,820 Est. Cost $243.72 Unrealized +32.0%
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $2,337 Shares 27,580 Est. Cost $38.65 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,316 Shares 15,075 Est. Cost $134.17 Unrealized +18.9%
TRGP TARGA RES CORP COM 0.2%
Value ($000) $2,313 Shares 12,959 Est. Cost $60.97 Unrealized +187.3%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $2,305 Shares 4,744 Est. Cost $390.90 Unrealized +34.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $2,284 Shares 7,876 Est. Cost $230.50 Unrealized +31.9%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value ($000) $2,272 Shares 48,825 Est. Cost $10.61 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,257 Shares 56,449 Est. Cost $31.60 Unrealized +24.7%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $2,170 Shares 9,604 Est. Cost $173.76 Unrealized +17.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,116 Shares 19,002 Est. Cost $103.11 Unrealized +0.4%
PAYC PAYCOM SOFTWARE INC COM 0.2%
Value ($000) $2,098 Shares 10,237 Est. Cost $204.65 Unrealized -1.3%
PR PERMIAN RESOURCES CORP CLASS A COM 0.2%
Value ($000) $1,926 Shares 133,925 Est. Cost $13.80 Unrealized +5.0%
O REALTY INCOME CORP COM 0.2%
Value ($000) $1,922 Shares 35,988 Est. Cost $57.30 Unrealized -4.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $1,858 Shares 108,783 Est. Cost $0.01 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,834 Shares 20,302 Est. Cost $56.26 Unrealized +52.5%
CME CME GROUP INC COM 0.2%
Value ($000) $1,831 Shares 7,884 Est. Cost $200.81 Unrealized +9.4%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,822 Shares 34,845 Est. Cost $35.28 Unrealized +38.4%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,822 Shares 1,777 Est. Cost $844.91 Unrealized +17.3%
SCM STELLUS CAP INVT CORP COM 0.1%
Value ($000) $1,809 Shares 131,477 Est. Cost $12.92 Unrealized +7.2%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,785 Shares 13,880 Est. Cost $0.08 Unrealized
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $1,744 Shares 24,359 Est. Cost $74.54 Unrealized +1.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,744 Shares 4,248 Est. Cost $0.21 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $1,703 Shares 23,574 Est. Cost $75.98 Unrealized -1.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,682 Shares 13,336 Est. Cost $144.27 Unrealized -15.2%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $1,661 Shares 48,032 Est. Cost $34.59 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,661 Shares 14,412 Est. Cost $87.04 Unrealized +41.5%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $1,648 Shares 11,754 Est. Cost $112.51 Unrealized +22.0%
BEN FRANKLIN RESOURCES INC COM 0.1%
Value ($000) $1,623 Shares 80,000 Est. Cost $19.67 Unrealized -0.5%
GLW CORNING INC COM 0.1%
Value ($000) $1,616 Shares 34,004 Est. Cost $30.95 Unrealized +49.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,592 Shares 69,262 Est. Cost $4.60 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $1,590 Shares 48,984 Est. Cost $27.56 Unrealized +15.0%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,590 Shares 3,797 Est. Cost $412.02 Unrealized +8.9%
INTU INTUIT COM 0.1%
Value ($000) $1,588 Shares 2,526 Est. Cost $623.22 Unrealized +1.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $1,563 Shares 10,487 Est. Cost $121.72 Unrealized +28.4%
IT GARTNER INC COM 0.1%
Value ($000) $1,523 Shares 3,143 Est. Cost $286.00 Unrealized +80.3%
T AT&T INC COM 0.1%
Value ($000) $1,507 Shares 66,189 Est. Cost $16.33 Unrealized +31.8%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $1,499 Shares 14,688 Est. Cost $95.94 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,476 Shares 12,266 Est. Cost $82.18 Unrealized +46.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,445 Shares 6,336 Est. Cost $221.28 Unrealized +4.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $1,430 Shares 40,113 Est. Cost $5.27 Unrealized
FET FORUM ENERGY TECHNOLOGIES INC COM 0.1%
Value ($000) $1,421 Shares 91,758 Est. Cost $22.93 Unrealized -34.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,417 Shares 20,158 Est. Cost $4.66 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,403 Shares 13,135 Est. Cost $93.20 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $1,381 Shares 36,161 Est. Cost $39.82 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,369 Shares 1,976 Est. Cost $606.66 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,367 Shares 5,390 Est. Cost $181.67 Unrealized +41.6%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $1,337 Shares 15,015 Est. Cost $89.32 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,329 Shares 41,368 Est. Cost $34.43 Unrealized -5.4%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $1,246 Shares 35,860 Est. Cost $34.88 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,243 Shares 12,532 Est. Cost $93.38 Unrealized +9.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,237 Shares 6,263 Est. Cost $162.14 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,232 Shares 20,082 Est. Cost $3.59 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,218 Shares 10,522 Est. Cost $89.57 Unrealized +32.0%
INTC INTEL CORP COM 0.1%
Value ($000) $1,208 Shares 60,228 Est. Cost $32.03 Unrealized -29.6%
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $1,194 Shares 81,783 Est. Cost $12.03 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value ($000) $1,134 Shares 31,495 Est. Cost $33.15 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,128 Shares 4,570 Est. Cost $218.49 Unrealized +19.7%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,116 Shares 2,241 Est. Cost $418.16 Unrealized +20.3%
KO COCA COLA CO COM 0.1%
Value ($000) $1,045 Shares 16,781 Est. Cost $57.00 Unrealized +10.7%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1,031 Shares 8,199 Est. Cost $82.66 Unrealized +44.6%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,018 Shares 10,829 Est. Cost $90.74 Unrealized +2.9%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,015 Shares 3,035 Est. Cost $187.45 Unrealized +69.0%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $978 Shares 9,250 Est. Cost $108.93 Unrealized +1.1%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.1%
Value ($000) $964 Shares 20,606 Est. Cost $47.66 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $964 Shares 4,199 Est. Cost $223.89 Unrealized +9.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $945 Shares 1,810 Est. Cost $374.98 Unrealized +38.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $915 Shares 9,448 Est. Cost $98.49 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $907 Shares 2,252 Est. Cost $294.37 Unrealized +57.5%
HPQ HP INC COM 0.1%
Value ($000) $886 Shares 27,140 Est. Cost $29.71 Unrealized +15.1%
ADSK AUTODESK INC COM 0.1%
Value ($000) $871 Shares 2,947 Est. Cost $202.89 Unrealized +45.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $868 Shares 3,734 Est. Cost $225.76 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $867 Shares 3,292 Est. Cost $262.97 Unrealized +7.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $860 Shares 5,080 Est. Cost $22.52 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.1%
Value ($000) $849 Shares 15,771 Est. Cost $43.94 Unrealized +12.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $838 Shares 6,363 Est. Cost $38.28 Unrealized
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $832 Shares 21,140 Est. Cost $31.31 Unrealized
374WATER INC COM 0.1%
Value ($000) $796 Shares 1,166,612 Est. Cost $0.03 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $790 Shares 19,620 Est. Cost $0.03 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $772 Shares 3,223 Est. Cost $202.47 Unrealized +14.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $751 Shares 2,070 Est. Cost $300.86 Unrealized +26.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $743 Shares 10,334 Est. Cost $70.14 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $733 Shares 8,038 Est. Cost $78.59 Unrealized +19.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $717 Shares 16,426 Est. Cost $0.04 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $712 Shares 16,565 Est. Cost $43.31 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $711 Shares 17,182 Est. Cost $1.79 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $706 Shares 10,951 Est. Cost $67.61 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $701 Shares 7,579 Est. Cost $77.50 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $699 Shares 1,892 Est. Cost $313.71 Unrealized +25.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $696 Shares 12,117 Est. Cost $26.43 Unrealized +41.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $685 Shares 13,661 Est. Cost $50.78 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $681 Shares 9,472 Est. Cost $23.71 Unrealized +60.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $681 Shares 1 Est. Cost $428128.38 Unrealized +61.8%
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $678 Shares 3,500 Est. Cost $92.54 Unrealized +88.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $674 Shares 7,589 Est. Cost $0.07 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $667 Shares 3,771 Est. Cost $158.66 Unrealized -1.1%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $663 Shares 35,000 Est. Cost $13.22 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $663 Shares 2,399 Est. Cost $241.52 Unrealized +16.5%
KMX CARMAX INC COM 0.1%
Value ($000) $660 Shares 8,072 Est. Cost $71.41 Unrealized +10.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $644 Shares 13,459 Est. Cost $24.91 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.1%
Value ($000) $626 Shares 12,085 Est. Cost $51.99 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $625 Shares 14,416 Est. Cost $40.21 Unrealized +5.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $622 Shares 9,500 Est. Cost $73.42 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $622 Shares 9,404 Est. Cost $32.70 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $620 Shares 10,695 Est. Cost $60.42 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $617 Shares 4,979 Est. Cost $106.97 Unrealized +11.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $615 Shares 10,432 Est. Cost $51.96 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $608 Shares 11,079 Est. Cost $59.28 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $604 Shares 12,971 Est. Cost $41.33 Unrealized +10.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $599 Shares 1,277 Est. Cost $451.05 Unrealized +9.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $592 Shares 3,022 Est. Cost $0.14 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $586 Shares 2,247 Est. Cost $243.97 Unrealized +17.2%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $585 Shares 12,450 Est. Cost $47.01 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $578 Shares 7,638 Est. Cost $99.97 Unrealized -23.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $555 Shares 13,084 Est. Cost $33.89 Unrealized +15.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $545 Shares 1,592 Est. Cost $199.43 Unrealized +66.7%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $544 Shares 3,141 Est. Cost $131.15 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $544 Shares 1,560 Est. Cost $254.76 Unrealized +34.8%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $542 Shares 16,054 Est. Cost $49.45 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $536 Shares 7,628 Est. Cost $45.23 Unrealized +47.4%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $536 Shares 5,078 Est. Cost $5.97 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $534 Shares 11,484 Est. Cost $42.20 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $533 Shares 9,100 Est. Cost $41.19 Unrealized +29.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $531 Shares 4,193 Est. Cost $0.08 Unrealized
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $528 Shares 16,617 Est. Cost $31.77 Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $527 Shares 13,639 Est. Cost $35.13 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $524 Shares 908 Est. Cost $371.92 Unrealized +62.5%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $520 Shares 7,652 Est. Cost $33.96 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $505 Shares 6,975 Est. Cost $75.57 Unrealized +1.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $502 Shares 1,477 Est. Cost $273.75 Unrealized +35.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $500 Shares 8,021 Est. Cost $76.35 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $491 Shares 4,768 Est. Cost $55.72 Unrealized +53.3%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $479 Shares 936 Est. Cost $473.14 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $478 Shares 8,425 Est. Cost $17.35 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $477 Shares 806 Est. Cost $519.40 Unrealized +38.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $474 Shares 1,927 Est. Cost $157.13 Unrealized
SAIA SAIA INC COM 0.0%
Value ($000) $467 Shares 1,024 Est. Cost $410.01 Unrealized +20.7%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $463 Shares 4,193 Est. Cost $102.84 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $463 Shares 7,670 Est. Cost $57.12 Unrealized +25.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $459 Shares 12,596 Est. Cost $36.57 Unrealized +0.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $457 Shares 385 Est. Cost $63.74 Unrealized +26.5%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $452 Shares 1,903 Est. Cost $149.93 Unrealized +72.8%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $452 Shares 2,343 Est. Cost $157.69 Unrealized +20.4%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $446 Shares 2,724 Est. Cost $86.64 Unrealized +76.9%
GLOB GLOBANT S A COM 0.0%
Value ($000) $444 Shares 2,073 Est. Cost $206.21 Unrealized +5.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $441 Shares 3,650 Est. Cost $92.67 Unrealized +27.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $433 Shares 621 Est. Cost $323.36 Unrealized +98.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $431 Shares 7,559 Est. Cost $54.12 Unrealized +8.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $430 Shares 1,359 Est. Cost $278.16 Unrealized +15.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $426 Shares 1,884 Est. Cost $193.07 Unrealized +13.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $424 Shares 2,312 Est. Cost $195.53 Unrealized +1.4%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $423 Shares 4,685 Est. Cost $64.26 Unrealized +39.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $422 Shares 9,586 Est. Cost $4.87 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $418 Shares 2,116 Est. Cost $75.29 Unrealized +142.7%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $416 Shares 10,818 Est. Cost $4.39 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $415 Shares 3,439 Est. Cost $134.60 Unrealized +6.9%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $415 Shares 9,143 Est. Cost $15.59 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $414 Shares 4,438 Est. Cost $44.32 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $414 Shares 3,198 Est. Cost $0.10 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $412 Shares 18,534 Est. Cost $21.53 Unrealized -18.6%
PFE PFIZER INC COM 0.0%
Value ($000) $407 Shares 15,356 Est. Cost $38.93 Unrealized -35.5%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $406 Shares 6,483 Est. Cost $36.36 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $406 Shares 1,975 Est. Cost $132.04 Unrealized +54.6%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $404 Shares 953 Est. Cost $336.10 Unrealized +30.1%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $403 Shares 5,709 Est. Cost $72.29 Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.0%
Value ($000) $402 Shares 4,706 Est. Cost $85.33 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $397 Shares 2,365 Est. Cost $121.06 Unrealized +35.7%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $393 Shares 18,583 Est. Cost $35.69 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $393 Shares 79 Est. Cost $3409.54 Unrealized +39.7%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $379 Shares 3,336 Est. Cost $100.27 Unrealized +18.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $379 Shares 4,424 Est. Cost $67.83 Unrealized
HESS CORP COM 0.0%
Value ($000) $378 Shares 2,842 Est. Cost $147.51 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $377 Shares 2,074 Est. Cost $173.16 Unrealized +9.1%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $375 Shares 3,600 Est. Cost $0.07 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $375 Shares 610 Est. Cost $422.94 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $375 Shares 1,652 Est. Cost $228.77 Unrealized -1.6%
STEL STELLAR BANCORP INC COM 0.0%
Value ($000) $375 Shares 13,215 Est. Cost $30.96 Unrealized -8.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $372 Shares 2,207 Est. Cost $72.27 Unrealized +158.5%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $372 Shares 19,086 Est. Cost $19.23 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $371 Shares 7,227 Est. Cost $44.15 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $362 Shares 7,943 Est. Cost $5.18 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $360 Shares 1,807 Est. Cost $229.75 Unrealized -16.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $360 Shares 1,098 Est. Cost $301.94 Unrealized +3.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $359 Shares 1,045 Est. Cost $259.57 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $358 Shares 3,193 Est. Cost $112.26 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $356 Shares 7,368 Est. Cost $45.32 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $355 Shares 749 Est. Cost $270.99 Unrealized +86.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $352 Shares 7,347 Est. Cost $36.91 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $350 Shares 7,170 Est. Cost $54.03 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $348 Shares 4,243 Est. Cost $82.40 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $346 Shares 16,825 Est. Cost $0.02 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $345 Shares 7,271 Est. Cost $0.05 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $344 Shares 9,175 Est. Cost $34.82 Unrealized +14.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $340 Shares 3,985 Est. Cost $69.37 Unrealized +20.9%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $340 Shares 2,376 Est. Cost $146.90 Unrealized -0.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $337 Shares 5,875 Est. Cost $0.04 Unrealized
INDEPENDENT BANK GROUP INC COM 0.0%
Value ($000) $336 Shares 5,530 Est. Cost $0.06 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $331 Shares 6,299 Est. Cost $51.01 Unrealized +3.9%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $331 Shares 1,253 Est. Cost $264.09 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $328 Shares 11,430 Est. Cost $28.67 Unrealized
ANSYS INC COM 0.0%
Value ($000) $324 Shares 960 Est. Cost $69.94 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $322 Shares 4,357 Est. Cost $57.08 Unrealized +29.3%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $322 Shares 968 Est. Cost $159.57 Unrealized +112.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $321 Shares 1,152 Est. Cost $235.17 Unrealized +15.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $321 Shares 2,661 Est. Cost $100.88 Unrealized +17.4%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $318 Shares 2,906 Est. Cost $68.28 Unrealized +35.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $317 Shares 1,412 Est. Cost $200.37 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $315 Shares 7,018 Est. Cost $78.47 Unrealized -31.6%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $311 Shares 3,120 Est. Cost $89.24 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $307 Shares 5,088 Est. Cost $57.24 Unrealized +5.3%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $303 Shares 3,926 Est. Cost $0.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $303 Shares 1,378 Est. Cost $216.31 Unrealized 0.0%
CRH CRH PLC ORD 0.0%
Value ($000) $303 Shares 3,273 Est. Cost $60.57 Unrealized +57.3%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $300 Shares 1,394 Est. Cost $172.60 Unrealized +17.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $297 Shares 1,824 Est. Cost $148.73 Unrealized +20.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $296 Shares 8,662 Est. Cost $34.13 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $294 Shares 3,025 Est. Cost $0.08 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $294 Shares 1,400 Est. Cost $313.44 Unrealized -25.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $292 Shares 512 Est. Cost $485.40 Unrealized +14.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $288 Shares 405 Est. Cost $702.32 Unrealized +18.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $286 Shares 1,661 Est. Cost $92.78 Unrealized +78.5%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $285 Shares 612 Est. Cost $409.75 Unrealized +15.4%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $283 Shares 3,335 Est. Cost $80.52 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $283 Shares 2,821 Est. Cost $0.10 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $282 Shares 765 Est. Cost $513.68 Unrealized -20.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $282 Shares 2,553 Est. Cost $69.25 Unrealized +33.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $281 Shares 1,711 Est. Cost $0.13 Unrealized
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $279 Shares 7,500 Est. Cost $38.50 Unrealized +1.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $278 Shares 2,024 Est. Cost $154.02 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $276 Shares 1,281 Est. Cost $336.37 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $272 Shares 4,263 Est. Cost $60.74 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $272 Shares 3,592 Est. Cost $58.25 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $271 Shares 752 Est. Cost $344.30 Unrealized +6.4%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $269 Shares 7,008 Est. Cost $38.37 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $268 Shares 3,715 Est. Cost $80.07 Unrealized -8.9%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $266 Shares 2,094 Est. Cost $59.05 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $264 Shares 512 Est. Cost $556.64 Unrealized +1.3%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $261 Shares 2,462 Est. Cost $84.43 Unrealized +24.4%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $259 Shares 1,175 Est. Cost $165.82 Unrealized +34.7%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $259 Shares 46,255 Est. Cost $5.04 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $259 Shares 5,587 Est. Cost $34.54 Unrealized +39.9%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $258 Shares 1,944 Est. Cost $82.15 Unrealized +76.5%
TOST TOAST INC CL A 0.0%
Value ($000) $256 Shares 7,037 Est. Cost $16.40 Unrealized +114.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $256 Shares 4,394 Est. Cost $58.59 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $255 Shares 4,999 Est. Cost $0.59 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $252 Shares 2,230 Est. Cost $103.97 Unrealized +4.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $252 Shares 439 Est. Cost $401.92 Unrealized +35.6%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $250 Shares 2,527 Est. Cost $104.57 Unrealized +0.3%
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $250 Shares 6,380 Est. Cost $41.18 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $250 Shares 2,510 Est. Cost $62.00 Unrealized +48.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $249 Shares 2,575 Est. Cost $90.40 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $249 Shares 799 Est. Cost $367.11 Unrealized -0.1%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $246 Shares 995 Est. Cost $204.58 Unrealized +19.3%
EQIX EQUINIX INC COM 0.0%
Value ($000) $243 Shares 258 Est. Cost $759.63 Unrealized +18.2%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $241 Shares 2,268 Est. Cost $94.28 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $240 Shares 3,246 Est. Cost $50.50 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $239 Shares 2,616 Est. Cost $91.44 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $237 Shares 15,699 Est. Cost $11.04 Unrealized +18.7%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $236 Shares 1,474 Est. Cost $134.03 Unrealized +20.8%
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $232 Shares 5,414 Est. Cost $32.67 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $230 Shares 3,655 Est. Cost $75.41 Unrealized -8.6%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $230 Shares 835 Est. Cost $183.84 Unrealized +50.2%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $229 Shares 2,299 Est. Cost $83.14 Unrealized +29.2%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $229 Shares 11,711 Est. Cost $21.55 Unrealized -8.0%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $229 Shares 4,948 Est. Cost $46.24 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $226 Shares 5,512 Est. Cost $34.13 Unrealized +15.5%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $225 Shares 1,217 Est. Cost $213.42 Unrealized -9.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $224 Shares 782 Est. Cost $262.45 Unrealized +5.2%
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value ($000) $223 Shares 10,320 Est. Cost $15.10 Unrealized +34.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $221 Shares 534 Est. Cost $484.83 Unrealized -9.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $220 Shares 2,791 Est. Cost $50.74 Unrealized +56.2%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $218 Shares 1,626 Est. Cost $99.43 Unrealized +27.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $216 Shares 3,317 Est. Cost $47.22 Unrealized +27.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $214 Shares 336 Est. Cost $502.37 Unrealized +30.4%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $210 Shares 11,688 Est. Cost $0.02 Unrealized
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $209 Shares 10,114 Est. Cost $17.85 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $207 Shares 630 Est. Cost $311.89 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $204 Shares 393 Est. Cost $533.24 Unrealized +2.1%
FRPT FRESHPET INC COM 0.0%
Value ($000) $202 Shares 1,362 Est. Cost $68.50 Unrealized +112.7%
SPSC SPS COMM INC COM 0.0%
Value ($000) $199 Shares 1,084 Est. Cost $174.41 Unrealized +7.6%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $199 Shares 1,900 Est. Cost $131.31 Unrealized -27.1%
KKR KKR & CO INC COM 0.0%
Value ($000) $197 Shares 1,333 Est. Cost $107.81 Unrealized +35.3%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $197 Shares 1,379 Est. Cost $166.94 Unrealized +6.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $196 Shares 941 Est. Cost $254.84 Unrealized -12.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $196 Shares 2,124 Est. Cost $89.44 Unrealized +4.1%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $193 Shares 4,000 Est. Cost $43.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $193 Shares 1,092 Est. Cost $196.56 Unrealized +2.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $192 Shares 979 Est. Cost $221.23 Unrealized -4.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $192 Shares 1,320 Est. Cost $136.68 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $190 Shares 4,968 Est. Cost $42.68 Unrealized -5.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $190 Shares 180 Est. Cost $917.50 Unrealized +21.6%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $190 Shares 3,408 Est. Cost $55.66 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $189 Shares 10,323 Est. Cost $0.02 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $189 Shares 2,080 Est. Cost $98.11 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $189 Shares 2,399 Est. Cost $23.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $186 Shares 883 Est. Cost $214.46 Unrealized +9.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $186 Shares 840 Est. Cost $220.96 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $185 Shares 21,518 Est. Cost $8.85 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $183 Shares 2,222 Est. Cost $58.57 Unrealized +31.6%
RACE FERRARI N V COM 0.0%
Value ($000) $183 Shares 431 Est. Cost $396.05 Unrealized +13.9%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $183 Shares 381 Est. Cost $441.34 Unrealized +6.3%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $183 Shares 10,109 Est. Cost $18.51 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $182 Shares 2,147 Est. Cost $59.51 Unrealized +37.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $182 Shares 2,381 Est. Cost $71.25 Unrealized +3.8%
BALI ISHARES ADVANTAGE LARGE CAP INCOME ETF 0.0%
Value ($000) $180 Shares 5,961 Est. Cost $30.25 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $179 Shares 1,406 Est. Cost $111.65 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $179 Shares 1,040 Est. Cost $112.88 Unrealized +49.5%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $179 Shares 1,009 Est. Cost $145.81 Unrealized +13.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $178 Shares 386 Est. Cost $323.89 Unrealized +44.6%
KAI KADANT INC COM 0.0%
Value ($000) $175 Shares 506 Est. Cost $317.27 Unrealized +13.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $174 Shares 6,008 Est. Cost $34.40 Unrealized -8.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $174 Shares 1,792 Est. Cost $39.32 Unrealized +115.0%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $174 Shares 14,816 Est. Cost $11.67 Unrealized -0.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $174 Shares 1,629 Est. Cost $21.14 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $173 Shares 714 Est. Cost $200.57 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $172 Shares 2,024 Est. Cost $72.05 Unrealized +24.7%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $171 Shares 5,559 Est. Cost $30.78 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $171 Shares 3,033 Est. Cost $59.01 Unrealized +4.4%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $170 Shares 3,565 Est. Cost $47.77 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $170 Shares 62,466 Est. Cost $3.06 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $170 Shares 1,905 Est. Cost $0.08 Unrealized
HNI HNI CORP COM 0.0%
Value ($000) $170 Shares 3,368 Est. Cost $50.76 Unrealized +5.7%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $169 Shares 1,212 Est. Cost $148.83 Unrealized 0.0%
BIDD BLACKROCK INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $169 Shares 6,837 Est. Cost $24.67 Unrealized
ALKT ALKAMI TECHNOLOGY INC COM 0.0%
Value ($000) $168 Shares 4,581 Est. Cost $31.56 Unrealized +18.3%
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $166 Shares 48,430 Est. Cost $6.56 Unrealized -42.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $164 Shares 2,089 Est. Cost $77.46 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $163 Shares 952 Est. Cost $165.63 Unrealized +9.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $161 Shares 17,490 Est. Cost $10.46 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $160 Shares 1,447 Est. Cost $115.62 Unrealized +1.5%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $160 Shares 3,313 Est. Cost $5.49 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $158 Shares 2,605 Est. Cost $67.09 Unrealized -11.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $158 Shares 3,736 Est. Cost $38.59 Unrealized +11.2%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $157 Shares 430 Est. Cost $284.08 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $157 Shares 1,744 Est. Cost $79.85 Unrealized 0.0%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $157 Shares 7,047 Est. Cost $18.25 Unrealized -4.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $154 Shares 1,198 Est. Cost $122.27 Unrealized +23.1%
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $154 Shares 929 Est. Cost $181.55 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $152 Shares 15,679 Est. Cost $10.64 Unrealized
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $152 Shares 3,435 Est. Cost $45.23 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $152 Shares 4,250 Est. Cost $36.38 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $152 Shares 423 Est. Cost $315.32 Unrealized +15.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $151 Shares 1,795 Est. Cost $103.98 Unrealized -2.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $150 Shares 3,141 Est. Cost $39.22 Unrealized +18.9%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $148 Shares 2,441 Est. Cost $68.62 Unrealized -13.2%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $148 Shares 12,599 Est. Cost $11.72 Unrealized
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $147 Shares 1,292 Est. Cost $87.95 Unrealized +26.8%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $146 Shares 9,634 Est. Cost $15.11 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $144 Shares 1,334 Est. Cost $85.31 Unrealized +27.5%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $143 Shares 1,218 Est. Cost $122.59 Unrealized +0.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $143 Shares 1,069 Est. Cost $185.54 Unrealized -23.2%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $143 Shares 12,246 Est. Cost $12.38 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $142 Shares 2,605 Est. Cost $1.87 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $141 Shares 1,744 Est. Cost $83.18 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $141 Shares 14,791 Est. Cost $8.18 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $141 Shares 336 Est. Cost $356.07 Unrealized +23.5%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $141 Shares 947 Est. Cost $131.87 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $140 Shares 1,656 Est. Cost $76.77 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $140 Shares 3,418 Est. Cost $40.92 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $139 Shares 261 Est. Cost $390.78 Unrealized +34.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $139 Shares 363 Est. Cost $326.48 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $138 Shares 1,491 Est. Cost $59.00 Unrealized +47.5%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $137 Shares 3,720 Est. Cost $29.27 Unrealized +34.3%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $134 Shares 581 Est. Cost $211.61 Unrealized +17.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $133 Shares 991 Est. Cost $122.02 Unrealized +8.4%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $132 Shares 855 Est. Cost $140.81 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $132 Shares 928 Est. Cost $112.93 Unrealized +14.2%
EXPO EXPONENT INC COM 0.0%
Value ($000) $131 Shares 1,472 Est. Cost $90.80 Unrealized +9.0%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $131 Shares 911 Est. Cost $155.67 Unrealized -7.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $131 Shares 3,431 Est. Cost $36.53 Unrealized +20.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $131 Shares 454 Est. Cost $82.48 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $131 Shares 842 Est. Cost $117.90 Unrealized +46.5%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $128 Shares 4,120 Est. Cost $28.68 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $127 Shares 842 Est. Cost $135.72 Unrealized +12.4%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $126 Shares 1,333 Est. Cost $121.70 Unrealized -21.1%
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $125 Shares 7,742 Est. Cost $16.15 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $124 Shares 1,558 Est. Cost $60.20 Unrealized +35.9%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $124 Shares 1,275 Est. Cost $96.99 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $121 Shares 2,000 Est. Cost $54.43 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $121 Shares 241 Est. Cost $435.80 Unrealized +16.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $120 Shares 1,587 Est. Cost $0.06 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $120 Shares 2,454 Est. Cost $48.83 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $120 Shares 3,336 Est. Cost $43.08 Unrealized -10.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $119 Shares 572 Est. Cost $193.61 Unrealized +14.9%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $119 Shares 2,227 Est. Cost $48.96 Unrealized 0.0%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $118 Shares 94 Est. Cost $91.44 Unrealized +35.5%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $118 Shares 1,695 Est. Cost $48.23 Unrealized +43.8%
DE DEERE & CO COM 0.0%
Value ($000) $117 Shares 276 Est. Cost $370.06 Unrealized +11.9%
PODD INSULET CORP COM 0.0%
Value ($000) $117 Shares 447 Est. Cost $251.84 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $117 Shares 665 Est. Cost $187.70 Unrealized -6.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $115 Shares 632 Est. Cost $175.99 Unrealized +18.4%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $115 Shares 2,128 Est. Cost $40.09 Unrealized +30.0%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $115 Shares 13,918 Est. Cost $8.64 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $115 Shares 354 Est. Cost $252.97 Unrealized 0.0%
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $114 Shares 604 Est. Cost $188.85 Unrealized
ENLINK MIDSTREAM LLC COM UNIT REP LTD 0.0%
Value ($000) $114 Shares 8,023 Est. Cost $14.48 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $113 Shares 2,131 Est. Cost $54.91 Unrealized +0.9%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $113 Shares 1,443 Est. Cost $65.44 Unrealized +23.8%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $112 Shares 1,436 Est. Cost $80.91 Unrealized -8.3%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $112 Shares 1,703 Est. Cost $60.86 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $111 Shares 1,448 Est. Cost $73.51 Unrealized +1.5%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $110 Shares 703 Est. Cost $149.35 Unrealized +3.4%
PTC PTC INC COM 0.0%
Value ($000) $110 Shares 597 Est. Cost $153.39 Unrealized +23.6%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $110 Shares 880 Est. Cost $123.52 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $109 Shares 4,605 Est. Cost $39.33 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $107 Shares 1,193 Est. Cost $78.83 Unrealized +11.7%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $106 Shares 845 Est. Cost $119.94 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $106 Shares 237 Est. Cost $428.22 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $106 Shares 1,139 Est. Cost $92.66 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $105 Shares 2,049 Est. Cost $54.91 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $105 Shares 61 Est. Cost $1659.34 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $105 Shares 3,170 Est. Cost $37.37 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $104 Shares 428 Est. Cost $246.99 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $103 Shares 444 Est. Cost $261.82 Unrealized +7.9%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $103 Shares 9,109 Est. Cost $11.97 Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $102 Shares 5,312 Est. Cost $18.83 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $101 Shares 903 Est. Cost $121.12 Unrealized 0.0%