Icon Wealth Advisors, LLC Diversified Active

CIK: 0001963212 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,215,623 (100.0% shares, 0.0% debt)

Holdings (475)

IVV ISHARES CORE S&P 500 ETF 8.5%
Value ($000) $103,651 Shares 184,466 Est. Cost $149.95 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 4.6%
Value ($000) $56,425 Shares 180,828 Est. Cost $276.89 Unrealized +26.2%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4.4%
Value ($000) $53,950 Shares 1,170,788 Est. Cost $30.80 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.3%
Value ($000) $40,570 Shares 237,406 Est. Cost $151.62 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.2%
Value ($000) $39,352 Shares 423,915 Est. Cost $84.30 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 3.0%
Value ($000) $37,063 Shares 760,117 Est. Cost $45.35 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $31,023 Shares 82,641 Est. Cost $295.40 Unrealized +37.1%
EFV ISHARES MSCI EAFE VALUE ETF 2.5%
Value ($000) $30,032 Shares 509,534 Est. Cost $35.91 Unrealized
IVE ISHARES S&P 500 VALUE ETF 2.4%
Value ($000) $29,484 Shares 154,708 Est. Cost $188.61 Unrealized
AAPL APPLE INC COM 2.1%
Value ($000) $25,344 Shares 114,094 Est. Cost $171.10 Unrealized +34.9%
MUB ISHARES NATIONAL MUNI BOND ETF 2.0%
Value ($000) $24,808 Shares 235,280 Est. Cost $32.07 Unrealized
AMZN AMAZON COM INC COM 1.7%
Value ($000) $21,248 Shares 111,677 Est. Cost $128.93 Unrealized +68.3%
EFG ISHARES MSCI EAFE GROWTH ETF 1.7%
Value ($000) $20,356 Shares 203,561 Est. Cost $40.62 Unrealized
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $19,004 Shares 113,602 Est. Cost $134.12 Unrealized +12.2%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $18,085 Shares 152,061 Est. Cost $90.32 Unrealized +18.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 1.3%
Value ($000) $15,830 Shares 463,671 Est. Cost $7.20 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.3%
Value ($000) $15,258 Shares 108,643 Est. Cost $97.52 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $14,911 Shares 26,656 Est. Cost $251.76 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.2%
Value ($000) $14,224 Shares 263,554 Est. Cost $52.35 Unrealized
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $14,164 Shares 130,689 Est. Cost $97.01 Unrealized +30.6%
OEF ISHARES S&P 100 ETF 1.1%
Value ($000) $13,328 Shares 49,211 Est. Cost $259.34 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.1%
Value ($000) $13,286 Shares 128,061 Est. Cost $83.29 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.1%
Value ($000) $13,110 Shares 237,978 Est. Cost $57.40 Unrealized
LLY ELI LILLY & CO COM 1.0%
Value ($000) $11,729 Shares 14,202 Est. Cost $491.15 Unrealized +68.3%
V VISA INC COM CL A 0.9%
Value ($000) $10,928 Shares 31,182 Est. Cost $223.08 Unrealized +50.8%
MBB ISHARES MBS ETF 0.9%
Value ($000) $10,426 Shares 111,171 Est. Cost $83.97 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.8%
Value ($000) $10,198 Shares 194,695 Est. Cost $52.76 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.8%
Value ($000) $9,932 Shares 49,139 Est. Cost $204.78 Unrealized
IAU ISHARES GOLD TRUST 0.8%
Value ($000) $9,187 Shares 155,825 Est. Cost $54.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $8,635 Shares 16,214 Est. Cost $320.38 Unrealized +51.7%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $8,571 Shares 54,860 Est. Cost $121.90 Unrealized +49.7%
JPM JPMORGAN CHASE & CO. COM 0.7%
Value ($000) $8,410 Shares 34,283 Est. Cost $161.64 Unrealized +55.2%
ABBV ABBVIE INC COM 0.7%
Value ($000) $8,266 Shares 39,452 Est. Cost $130.91 Unrealized +44.7%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $7,831 Shares 14,952 Est. Cost $491.40 Unrealized +1.6%
ORCL ORACLE CORP COM 0.6%
Value ($000) $7,667 Shares 54,838 Est. Cost $138.31 Unrealized +16.8%
KMI KINDER MORGAN INC DEL COM 0.6%
Value ($000) $7,665 Shares 268,664 Est. Cost $16.08 Unrealized +66.1%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $7,041 Shares 12,845 Est. Cost $351.73 Unrealized +54.1%
WMB WILLIAMS COS INC COM 0.6%
Value ($000) $7,010 Shares 117,311 Est. Cost $29.46 Unrealized +88.1%
OKE ONEOK INC NEW COM 0.6%
Value ($000) $6,755 Shares 68,078 Est. Cost $59.64 Unrealized +59.2%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.5%
Value ($000) $6,610 Shares 629,569 Est. Cost $8.84 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $6,605 Shares 42,712 Est. Cost $128.85 Unrealized +40.2%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.5%
Value ($000) $6,550 Shares 132,246 Est. Cost $49.53 Unrealized
ABT ABBOTT LABS COM 0.5%
Value ($000) $6,448 Shares 48,609 Est. Cost $102.29 Unrealized +22.7%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $6,371 Shares 175,546 Est. Cost $36.00 Unrealized
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $6,194 Shares 148,426 Est. Cost $30.84 Unrealized +41.4%
AVGO BROADCOM INC COM 0.5%
Value ($000) $6,192 Shares 36,983 Est. Cost $128.91 Unrealized +62.8%
HD HOME DEPOT INC COM 0.5%
Value ($000) $5,764 Shares 15,727 Est. Cost $297.74 Unrealized +27.9%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $5,631 Shares 33,954 Est. Cost $151.32 Unrealized +0.7%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $5,534 Shares 32,475 Est. Cost $136.09 Unrealized +20.5%
TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $5,263 Shares 144,710 Est. Cost $0.02 Unrealized
ZTS ZOETIS INC CL A 0.4%
Value ($000) $5,211 Shares 31,647 Est. Cost $167.85 Unrealized -2.0%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $5,058 Shares 241,442 Est. Cost $14.42 Unrealized +33.4%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.4%
Value ($000) $4,962 Shares 51,966 Est. Cost $62.07 Unrealized +75.6%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,851 Shares 15,531 Est. Cost $241.10 Unrealized +21.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $4,629 Shares 12,820 Est. Cost $28.90 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $4,602 Shares 4,935 Est. Cost $23.18 Unrealized +310.3%
META META PLATFORMS INC CL A 0.4%
Value ($000) $4,573 Shares 7,935 Est. Cost $289.69 Unrealized +122.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $4,533 Shares 9,109 Est. Cost $540.96 Unrealized -0.2%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $4,434 Shares 65,352 Est. Cost $58.14 Unrealized +2.8%
PEP PEPSICO INC COM 0.3%
Value ($000) $4,113 Shares 27,429 Est. Cost $155.77 Unrealized -7.9%
MRK MERCK & CO INC COM 0.3%
Value ($000) $4,087 Shares 45,537 Est. Cost $87.30 Unrealized +3.2%
ADBE ADOBE INC COM 0.3%
Value ($000) $3,878 Shares 10,112 Est. Cost $415.07 Unrealized +3.3%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $3,793 Shares 21,110 Est. Cost $156.57 Unrealized +16.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.3%
Value ($000) $3,715 Shares 199,838 Est. Cost $3.10 Unrealized
MSCI MSCI INC COM 0.3%
Value ($000) $3,564 Shares 6,303 Est. Cost $504.33 Unrealized +14.0%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $3,533 Shares 13,361 Est. Cost $181.20 Unrealized +35.4%
BEN FRANKLIN RESOURCES INC COM 0.3%
Value ($000) $3,465 Shares 180,000 Est. Cost $19.25 Unrealized -1.7%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $3,404 Shares 13,951 Est. Cost $162.81 Unrealized +37.2%
AON AON PLC SHS CL A 0.3%
Value ($000) $3,297 Shares 8,260 Est. Cost $378.20 Unrealized +0.9%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $3,247 Shares 11,946 Est. Cost $143.27 Unrealized +115.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $3,205 Shares 17,032 Est. Cost $30.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $3,145 Shares 11,442 Est. Cost $169.09 Unrealized
NOW SERVICENOW INC COM 0.3%
Value ($000) $3,110 Shares 3,906 Est. Cost $100.45 Unrealized +91.9%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,091 Shares 50,094 Est. Cost $40.36 Unrealized +48.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $3,057 Shares 10,005 Est. Cost $222.61 Unrealized +32.7%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $3,041 Shares 42,902 Est. Cost $75.47 Unrealized -9.0%
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $3,030 Shares 25,361 Est. Cost $112.60 Unrealized +19.0%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.2%
Value ($000) $3,013 Shares 95,066 Est. Cost $31.69 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $2,885 Shares 22,500 Est. Cost $98.20 Unrealized +27.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $2,843 Shares 161,628 Est. Cost $6.79 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $2,809 Shares 2,970 Est. Cost $658.97 Unrealized +47.3%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $2,788 Shares 10,362 Est. Cost $193.49 Unrealized +51.1%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $2,778 Shares 11,896 Est. Cost $239.02 Unrealized +6.8%
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $2,618 Shares 34,570 Est. Cost $46.15 Unrealized
TRGP TARGA RES CORP COM 0.2%
Value ($000) $2,591 Shares 12,925 Est. Cost $60.97 Unrealized +219.3%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $2,552 Shares 26,014 Est. Cost $94.07 Unrealized +7.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $2,525 Shares 42,072 Est. Cost $37.98 Unrealized +34.3%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $2,448 Shares 19,826 Est. Cost $84.29 Unrealized +41.5%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $2,442 Shares 75,450 Est. Cost $22.10 Unrealized +34.1%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $2,366 Shares 13,463 Est. Cost $141.99 Unrealized +29.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,361 Shares 15,372 Est. Cost $134.66 Unrealized +18.6%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value ($000) $2,254 Shares 49,550 Est. Cost $11.12 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $2,213 Shares 110,626 Est. Cost $0.34 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $2,198 Shares 18,033 Est. Cost $0.08 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $2,130 Shares 8,217 Est. Cost $269.84 Unrealized +23.5%
SRE SEMPRA COM 0.2%
Value ($000) $2,120 Shares 29,707 Est. Cost $71.61 Unrealized +5.5%
CME CME GROUP INC COM 0.2%
Value ($000) $2,102 Shares 7,924 Est. Cost $200.81 Unrealized +20.7%
UNP UNION PAC CORP COM 0.2%
Value ($000) $2,098 Shares 8,880 Est. Cost $225.38 Unrealized +4.5%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $2,068 Shares 7,011 Est. Cost $230.50 Unrealized +30.3%
PAYC PAYCOM SOFTWARE INC COM 0.2%
Value ($000) $2,067 Shares 9,460 Est. Cost $204.65 Unrealized +2.4%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $2,060 Shares 13,350 Est. Cost $116.18 Unrealized +23.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $1,989 Shares 21,959 Est. Cost $89.72 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,978 Shares 9,340 Est. Cost $173.76 Unrealized +14.2%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $1,968 Shares 4,404 Est. Cost $390.90 Unrealized +14.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $1,927 Shares 20,574 Est. Cost $59.14 Unrealized
SCM STELLUS CAP INVT CORP COM 0.2%
Value ($000) $1,891 Shares 135,089 Est. Cost $12.96 Unrealized +11.9%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1,863 Shares 41,067 Est. Cost $31.60 Unrealized +25.3%
PR PERMIAN RESOURCES CORP CLASS A COM 0.2%
Value ($000) $1,854 Shares 133,887 Est. Cost $13.80 Unrealized +3.7%
FET FORUM ENERGY TECHNOLOGIES INC COM 0.2%
Value ($000) $1,845 Shares 91,758 Est. Cost $22.93 Unrealized -19.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,825 Shares 18,487 Est. Cost $103.11 Unrealized +3.1%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,779 Shares 3,821 Est. Cost $412.02 Unrealized +7.9%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $1,776 Shares 22,419 Est. Cost $74.54 Unrealized +2.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,770 Shares 11,150 Est. Cost $82.18 Unrealized +66.7%
PPL PPL CORP COM 0.1%
Value ($000) $1,754 Shares 48,581 Est. Cost $27.56 Unrealized +19.4%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,701 Shares 1,797 Est. Cost $846.21 Unrealized +13.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,693 Shares 13,880 Est. Cost $0.08 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,684 Shares 19,179 Est. Cost $56.26 Unrealized +65.2%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $1,632 Shares 22,454 Est. Cost $75.98 Unrealized +2.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $1,631 Shares 9,455 Est. Cost $121.72 Unrealized +33.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,627 Shares 70,805 Est. Cost $5.00 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $1,558 Shares 34,040 Est. Cost $30.95 Unrealized +56.9%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $1,532 Shares 22,066 Est. Cost $93.42 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $1,511 Shares 40,295 Est. Cost $5.27 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,493 Shares 19,737 Est. Cost $4.66 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,488 Shares 4,012 Est. Cost $0.21 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,448 Shares 42,308 Est. Cost $34.36 Unrealized -8.3%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.1%
Value ($000) $1,442 Shares 30,330 Est. Cost $47.61 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $1,408 Shares 42,672 Est. Cost $34.59 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,408 Shares 10,627 Est. Cost $89.57 Unrealized +39.3%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $1,360 Shares 41,687 Est. Cost $29.16 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,352 Shares 5,451 Est. Cost $182.44 Unrealized +37.4%
IT GARTNER INC COM 0.1%
Value ($000) $1,338 Shares 3,188 Est. Cost $288.92 Unrealized +70.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,332 Shares 12,254 Est. Cost $93.20 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $1,332 Shares 14,688 Est. Cost $95.94 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,296 Shares 14,215 Est. Cost $87.04 Unrealized +19.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,283 Shares 12,217 Est. Cost $93.38 Unrealized +3.7%
FMC FMC CORP COM NEW 0.1%
Value ($000) $1,266 Shares 30,000 Est. Cost $42.23 Unrealized 0.0%
O REALTY INCOME CORP COM 0.1%
Value ($000) $1,263 Shares 21,768 Est. Cost $57.30 Unrealized -8.2%
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $1,253 Shares 82,036 Est. Cost $12.03 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,239 Shares 20,052 Est. Cost $3.59 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,211 Shares 2,497 Est. Cost $311.21 Unrealized +49.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,208 Shares 16,870 Est. Cost $57.00 Unrealized +14.0%
INTU INTUIT COM 0.1%
Value ($000) $1,196 Shares 1,947 Est. Cost $623.22 Unrealized -4.1%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,195 Shares 10,964 Est. Cost $90.85 Unrealized +9.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,153 Shares 2,270 Est. Cost $419.30 Unrealized +21.1%
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $1,118 Shares 9,033 Est. Cost $112.93 Unrealized 0.0%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value ($000) $1,093 Shares 31,088 Est. Cost $33.15 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,071 Shares 4,591 Est. Cost $218.49 Unrealized +10.8%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,027 Shares 3,400 Est. Cost $251.75 Unrealized +9.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $989 Shares 7,545 Est. Cost $52.82 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $987 Shares 3,489 Est. Cost $205.73 Unrealized +19.2%
T AT&T INC COM 0.1%
Value ($000) $963 Shares 34,067 Est. Cost $16.33 Unrealized +49.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $939 Shares 5,656 Est. Cost $162.14 Unrealized
STEL STELLAR BANCORP INC COM 0.1%
Value ($000) $934 Shares 33,755 Est. Cost $29.26 Unrealized -3.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $913 Shares 12,971 Est. Cost $68.81 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $911 Shares 3,344 Est. Cost $262.86 Unrealized -2.7%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $898 Shares 8,167 Est. Cost $144.27 Unrealized -21.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $890 Shares 1,797 Est. Cost $374.98 Unrealized +47.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $869 Shares 1,312 Est. Cost $606.66 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $860 Shares 7,370 Est. Cost $82.66 Unrealized +52.3%
CRM SALESFORCE INC COM 0.1%
Value ($000) $859 Shares 3,202 Est. Cost $193.79 Unrealized +59.5%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $852 Shares 19,620 Est. Cost $0.03 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $840 Shares 57,279 Est. Cost $12.77 Unrealized +5.1%
INTC INTEL CORP COM 0.1%
Value ($000) $830 Shares 36,543 Est. Cost $32.03 Unrealized -31.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $823 Shares 3,984 Est. Cost $224.55 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $798 Shares 1 Est. Cost $428128.38 Unrealized +70.4%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $793 Shares 20,685 Est. Cost $31.31 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $775 Shares 10,637 Est. Cost $61.29 Unrealized +17.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $774 Shares 2,297 Est. Cost $321.70 Unrealized +11.6%
HPQ HP INC COM 0.1%
Value ($000) $764 Shares 27,608 Est. Cost $29.72 Unrealized +2.2%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $755 Shares 38,200 Est. Cost $13.76 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $749 Shares 4,389 Est. Cost $160.69 Unrealized +7.7%
ADSK AUTODESK INC COM 0.1%
Value ($000) $745 Shares 2,847 Est. Cost $202.89 Unrealized +40.2%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $737 Shares 14,070 Est. Cost $27.98 Unrealized +34.3%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $732 Shares 16,426 Est. Cost $0.04 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $732 Shares 9,441 Est. Cost $23.71 Unrealized +55.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $728 Shares 7,628 Est. Cost $77.50 Unrealized
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $724 Shares 3,500 Est. Cost $92.54 Unrealized +117.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $722 Shares 10,348 Est. Cost $36.08 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.1%
Value ($000) $714 Shares 15,836 Est. Cost $43.94 Unrealized +12.8%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $712 Shares 16,452 Est. Cost $1.79 Unrealized
TEM TEMPUS AI INC CL A 0.1%
Value ($000) $709 Shares 14,704 Est. Cost $49.45 Unrealized +9.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $692 Shares 4,005 Est. Cost $22.52 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $684 Shares 2,195 Est. Cost $243.97 Unrealized +17.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $678 Shares 13,661 Est. Cost $50.78 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.1%
Value ($000) $678 Shares 13,655 Est. Cost $43.38 Unrealized
KMX CARMAX INC COM 0.1%
Value ($000) $667 Shares 8,555 Est. Cost $71.91 Unrealized +11.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $650 Shares 10,464 Est. Cost $51.96 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $635 Shares 10,695 Est. Cost $60.42 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $632 Shares 3,703 Est. Cost $137.15 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $623 Shares 2,721 Est. Cost $228.22 Unrealized -0.4%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $622 Shares 11,079 Est. Cost $59.28 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $609 Shares 425 Est. Cost $65.93 Unrealized +32.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $603 Shares 1,830 Est. Cost $300.86 Unrealized +17.0%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $596 Shares 12,653 Est. Cost $47.01 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $594 Shares 13,402 Est. Cost $34.07 Unrealized +21.5%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $588 Shares 14,294 Est. Cost $40.21 Unrealized +6.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $586 Shares 3,022 Est. Cost $0.14 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $579 Shares 49,765 Est. Cost $12.51 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $575 Shares 12,180 Est. Cost $41.33 Unrealized +10.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $574 Shares 7,812 Est. Cost $73.42 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $573 Shares 7,978 Est. Cost $46.48 Unrealized +58.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $571 Shares 2,624 Est. Cost $194.81 Unrealized -2.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $564 Shares 1,800 Est. Cost $266.94 Unrealized +29.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $562 Shares 5,025 Est. Cost $108.93 Unrealized +2.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $558 Shares 5,085 Est. Cost $107.22 Unrealized +10.8%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $554 Shares 7,652 Est. Cost $33.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $547 Shares 10,764 Est. Cost $24.91 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $546 Shares 10,966 Est. Cost $46.79 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $544 Shares 11,624 Est. Cost $46.81 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $539 Shares 1,149 Est. Cost $472.39 Unrealized
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $536 Shares 17,051 Est. Cost $31.76 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $531 Shares 16,152 Est. Cost $36.54 Unrealized -0.3%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $525 Shares 5,773 Est. Cost $61.77 Unrealized +46.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $522 Shares 1,496 Est. Cost $274.69 Unrealized +26.7%
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $521 Shares 13,543 Est. Cost $35.13 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $518 Shares 20,416 Est. Cost $25.59 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $515 Shares 9,100 Est. Cost $41.19 Unrealized +44.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $493 Shares 4,193 Est. Cost $0.08 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $488 Shares 2,858 Est. Cost $176.39 Unrealized +4.8%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $487 Shares 7,192 Est. Cost $77.98 Unrealized -25.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $483 Shares 2,333 Est. Cost $157.69 Unrealized +21.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $459 Shares 7,707 Est. Cost $17.35 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $456 Shares 891 Est. Cost $451.05 Unrealized +4.2%
NKE NIKE INC CL B 0.0%
Value ($000) $456 Shares 7,180 Est. Cost $99.97 Unrealized -27.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $455 Shares 1,878 Est. Cost $193.07 Unrealized +20.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $453 Shares 5,322 Est. Cost $85.07 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $452 Shares 3,710 Est. Cost $93.11 Unrealized +29.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $446 Shares 1,928 Est. Cost $187.16 Unrealized +20.3%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $445 Shares 3,008 Est. Cost $162.98 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $439 Shares 1,727 Est. Cost $280.39 Unrealized +2.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $434 Shares 9,589 Est. Cost $4.87 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $429 Shares 2,094 Est. Cost $223.89 Unrealized -3.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $429 Shares 1,597 Est. Cost $157.13 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $424 Shares 10,349 Est. Cost $4.39 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $422 Shares 1,909 Est. Cost $132.04 Unrealized +65.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $413 Shares 7,050 Est. Cost $51.13 Unrealized +1.9%
MCK MCKESSON CORP COM 0.0%
Value ($000) $409 Shares 608 Est. Cost $506.00 Unrealized +21.7%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $409 Shares 8,109 Est. Cost $15.59 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $409 Shares 5,709 Est. Cost $72.29 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $407 Shares 868 Est. Cost $432.44 Unrealized +6.7%
PFE PFIZER INC COM 0.0%
Value ($000) $406 Shares 16,007 Est. Cost $38.35 Unrealized -35.6%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $402 Shares 8,921 Est. Cost $12.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $401 Shares 4,754 Est. Cost $65.48 Unrealized +34.1%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $399 Shares 3,580 Est. Cost $90.75 Unrealized +11.3%
374WATER INC COM 0.0%
Value ($000) $398 Shares 1,171,612 Est. Cost $0.03 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $398 Shares 3,161 Est. Cost $0.10 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $396 Shares 86 Est. Cost $3518.57 Unrealized +35.0%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $394 Shares 19,441 Est. Cost $19.24 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $394 Shares 1,117 Est. Cost $199.43 Unrealized +91.1%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $390 Shares 7,283 Est. Cost $36.91 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $387 Shares 15,254 Est. Cost $35.69 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $386 Shares 4,213 Est. Cost $91.55 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $385 Shares 4,609 Est. Cost $81.38 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $377 Shares 5,146 Est. Cost $36.36 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $372 Shares 4,438 Est. Cost $44.32 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $372 Shares 641 Est. Cost $519.40 Unrealized +20.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $371 Shares 585 Est. Cost $696.82 Unrealized -1.8%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $369 Shares 3,600 Est. Cost $0.07 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $368 Shares 2,660 Est. Cost $100.88 Unrealized +22.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $367 Shares 4,688 Est. Cost $58.53 Unrealized +32.7%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $366 Shares 1,831 Est. Cost $195.73 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $365 Shares 6,665 Est. Cost $54.76 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $364 Shares 18,534 Est. Cost $21.53 Unrealized +10.9%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $359 Shares 1,176 Est. Cost $328.72 Unrealized +5.9%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $358 Shares 7,943 Est. Cost $5.18 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $357 Shares 16,825 Est. Cost $0.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $357 Shares 2,156 Est. Cost $188.67 Unrealized -4.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $356 Shares 3,462 Est. Cost $134.60 Unrealized -17.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $355 Shares 3,189 Est. Cost $5.80 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $354 Shares 4,565 Est. Cost $102.72 Unrealized -1.3%
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.0%
Value ($000) $353 Shares 4,710 Est. Cost $85.33 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $351 Shares 4,243 Est. Cost $82.40 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $350 Shares 941 Est. Cost $350.88 Unrealized +7.5%
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $349 Shares 7,170 Est. Cost $54.03 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $348 Shares 6,966 Est. Cost $44.15 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $346 Shares 7,271 Est. Cost $0.05 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $341 Shares 989 Est. Cost $313.31 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $331 Shares 1,085 Est. Cost $354.71 Unrealized -9.8%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $330 Shares 758 Est. Cost $513.68 Unrealized -23.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $329 Shares 1,233 Est. Cost $169.45 Unrealized +43.4%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $323 Shares 1,045 Est. Cost $259.57 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $320 Shares 2,261 Est. Cost $146.90 Unrealized -0.3%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $317 Shares 535 Est. Cost $422.94 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $315 Shares 6,250 Est. Cost $50.33 Unrealized
SAIA SAIA INC COM 0.0%
Value ($000) $314 Shares 899 Est. Cost $410.01 Unrealized +6.1%
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $311 Shares 15,604 Est. Cost $18.08 Unrealized +2.4%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $310 Shares 3,336 Est. Cost $92.81 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $301 Shares 510 Est. Cost $538.79 Unrealized +3.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $301 Shares 5,987 Est. Cost $56.81 Unrealized -4.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $296 Shares 2,024 Est. Cost $154.02 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $294 Shares 514 Est. Cost $323.36 Unrealized +116.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $286 Shares 3,063 Est. Cost $67.83 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $284 Shares 1,711 Est. Cost $94.95 Unrealized +75.8%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $277 Shares 477 Est. Cost $371.92 Unrealized +59.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $277 Shares 1,908 Est. Cost $149.52 Unrealized +11.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $277 Shares 1,162 Est. Cost $235.17 Unrealized +14.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $274 Shares 1,390 Est. Cost $200.37 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $270 Shares 5,221 Est. Cost $51.99 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $267 Shares 4,098 Est. Cost $69.60 Unrealized +11.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $265 Shares 6,337 Est. Cost $42.08 Unrealized -5.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $264 Shares 4,046 Est. Cost $53.40 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $261 Shares 2,593 Est. Cost $0.10 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $260 Shares 476 Est. Cost $416.60 Unrealized +41.8%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $260 Shares 8,593 Est. Cost $37.96 Unrealized -9.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $258 Shares 1,712 Est. Cost $0.13 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $257 Shares 835 Est. Cost $342.70 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $256 Shares 4,223 Est. Cost $0.04 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $254 Shares 5,040 Est. Cost $0.59 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $251 Shares 3,776 Est. Cost $60.74 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $248 Shares 2,575 Est. Cost $90.40 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $247 Shares 1,313 Est. Cost $332.76 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $244 Shares 2,428 Est. Cost $64.26 Unrealized +48.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $243 Shares 3,306 Est. Cost $70.14 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $242 Shares 5,512 Est. Cost $34.13 Unrealized +28.3%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $242 Shares 905 Est. Cost $149.93 Unrealized +62.4%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $241 Shares 575 Est. Cost $481.22 Unrealized -9.8%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $241 Shares 1,850 Est. Cost $94.28 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $241 Shares 2,742 Est. Cost $60.57 Unrealized +61.2%
WSO WATSCO INC COM 0.0%
Value ($000) $241 Shares 474 Est. Cost $270.99 Unrealized +81.9%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $238 Shares 1,796 Est. Cost $81.09 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $235 Shares 3,033 Est. Cost $59.01 Unrealized +12.6%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $232 Shares 1,341 Est. Cost $86.64 Unrealized +100.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $232 Shares 2,242 Est. Cost $103.45 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value ($000) $230 Shares 2,442 Est. Cost $84.43 Unrealized +23.3%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $230 Shares 5,033 Est. Cost $46.23 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $229 Shares 2,188 Est. Cost $61.01 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $229 Shares 5,434 Est. Cost $39.82 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $228 Shares 1,905 Est. Cost $122.65 Unrealized 0.0%
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $227 Shares 5,414 Est. Cost $32.67 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $224 Shares 986 Est. Cost $204.58 Unrealized +21.5%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $222 Shares 2,298 Est. Cost $62.00 Unrealized +56.7%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $219 Shares 22,890 Est. Cost $10.25 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $217 Shares 3,720 Est. Cost $76.35 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $217 Shares 2,194 Est. Cost $98.49 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $217 Shares 453 Est. Cost $556.64 Unrealized -9.2%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $215 Shares 11,688 Est. Cost $0.02 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $215 Shares 6,380 Est. Cost $41.18 Unrealized
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $214 Shares 10,134 Est. Cost $18.51 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $212 Shares 349 Est. Cost $507.82 Unrealized +27.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $212 Shares 3,013 Est. Cost $75.57 Unrealized +0.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $211 Shares 486 Est. Cost $408.03 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $211 Shares 55,198 Est. Cost $3.06 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $210 Shares 2,625 Est. Cost $50.74 Unrealized +60.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $210 Shares 820 Est. Cost $159.76 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $210 Shares 257 Est. Cost $759.63 Unrealized +15.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $208 Shares 1,907 Est. Cost $89.44 Unrealized +10.1%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $207 Shares 3,987 Est. Cost $43.02 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $206 Shares 714 Est. Cost $200.57 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $204 Shares 10,323 Est. Cost $0.02 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $203 Shares 1,623 Est. Cost $163.72 Unrealized -11.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $202 Shares 782 Est. Cost $262.45 Unrealized +4.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $201 Shares 1,373 Est. Cost $151.79 Unrealized +10.9%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $199 Shares 2,763 Est. Cost $100.27 Unrealized +6.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $197 Shares 1,287 Est. Cost $136.68 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $197 Shares 44,147 Est. Cost $5.04 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $196 Shares 3,336 Est. Cost $58.59 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $194 Shares 14,239 Est. Cost $11.94 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $193 Shares 2,366 Est. Cost $23.10 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $193 Shares 1,604 Est. Cost $115.43 Unrealized -1.5%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $192 Shares 1,221 Est. Cost $122.59 Unrealized +13.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $189 Shares 904 Est. Cost $214.27 Unrealized -3.9%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $189 Shares 21,518 Est. Cost $8.85 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $186 Shares 410 Est. Cost $441.98 Unrealized +1.9%
GDDY GODADDY INC CL A 0.0%
Value ($000) $186 Shares 1,034 Est. Cost $75.29 Unrealized +153.8%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $186 Shares 993 Est. Cost $229.75 Unrealized -13.0%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $186 Shares 2,394 Est. Cost $60.07 Unrealized +32.3%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $186 Shares 952 Est. Cost $165.63 Unrealized +11.3%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $185 Shares 1,477 Est. Cost $99.43 Unrealized +31.4%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $184 Shares 2,000 Est. Cost $92.03 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $183 Shares 1,061 Est. Cost $134.03 Unrealized +24.3%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $182 Shares 1,243 Est. Cost $149.83 Unrealized +13.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $179 Shares 784 Est. Cost $211.90 Unrealized 0.0%
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF 0.0%
Value ($000) $179 Shares 6,896 Est. Cost $24.67 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $178 Shares 3,670 Est. Cost $45.50 Unrealized +16.4%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $177 Shares 13,000 Est. Cost $10.64 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $177 Shares 1,370 Est. Cost $111.65 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $176 Shares 402 Est. Cost $328.57 Unrealized +34.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $176 Shares 2,344 Est. Cost $71.25 Unrealized +0.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $176 Shares 3,170 Est. Cost $5.49 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $176 Shares 3,320 Est. Cost $47.22 Unrealized +29.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $175 Shares 3,408 Est. Cost $55.66 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $174 Shares 1,540 Est. Cost $113.12 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $174 Shares 2,522 Est. Cost $55.27 Unrealized +70.9%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $174 Shares 584 Est. Cost $183.84 Unrealized +55.8%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $174 Shares 1,103 Est. Cost $124.01 Unrealized +14.2%
BALI ISHARES ADVANTAGE LARGE CAP INCOME ETF 0.0%
Value ($000) $173 Shares 6,020 Est. Cost $30.25 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $173 Shares 979 Est. Cost $221.23 Unrealized -12.3%
BX BLACKSTONE INC COM 0.0%
Value ($000) $170 Shares 1,219 Est. Cost $119.54 Unrealized +32.3%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $170 Shares 3,785 Est. Cost $45.21 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $168 Shares 305 Est. Cost $457.35 Unrealized +22.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $165 Shares 5,319 Est. Cost $34.40 Unrealized -1.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $162 Shares 781 Est. Cost $199.81 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $161 Shares 163 Est. Cost $917.50 Unrealized +11.8%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $160 Shares 2,470 Est. Cost $1.87 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $156 Shares 4,130 Est. Cost $36.75 Unrealized +2.9%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $155 Shares 508 Est. Cost $159.57 Unrealized +110.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $154 Shares 1,387 Est. Cost $21.14 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $151 Shares 352 Est. Cost $396.05 Unrealized +13.5%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $151 Shares 568 Est. Cost $287.50 Unrealized +19.9%
ANSYS INC COM 0.0%
Value ($000) $150 Shares 474 Est. Cost $69.94 Unrealized
HNI HNI CORP COM 0.0%
Value ($000) $149 Shares 3,368 Est. Cost $50.76 Unrealized -6.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $149 Shares 4,044 Est. Cost $34.82 Unrealized +0.6%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $149 Shares 1,525 Est. Cost $93.52 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $149 Shares 1,475 Est. Cost $83.01 Unrealized +21.3%
ROL ROLLINS INC COM 0.0%
Value ($000) $148 Shares 2,747 Est. Cost $34.54 Unrealized +43.8%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $148 Shares 872 Est. Cost $136.63 Unrealized +18.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $146 Shares 3,736 Est. Cost $38.59 Unrealized +5.4%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $146 Shares 3,166 Est. Cost $46.02 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $146 Shares 1,664 Est. Cost $104.57 Unrealized -4.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $145 Shares 1,814 Est. Cost $62.81 Unrealized +25.3%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $145 Shares 298 Est. Cost $409.75 Unrealized +9.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $144 Shares 1,771 Est. Cost $79.97 Unrealized +9.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $144 Shares 430 Est. Cost $284.08 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $143 Shares 698 Est. Cost $178.05 Unrealized +11.1%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $141 Shares 924 Est. Cost $112.93 Unrealized +33.7%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $141 Shares 12,246 Est. Cost $12.38 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $140 Shares 4,187 Est. Cost $36.38 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $140 Shares 2,271 Est. Cost $69.25 Unrealized +39.6%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $139 Shares 9,701 Est. Cost $15.11 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $136 Shares 2,080 Est. Cost $65.61 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $136 Shares 1,117 Est. Cost $85.31 Unrealized +29.6%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $135 Shares 1,696 Est. Cost $83.18 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $135 Shares 3,275 Est. Cost $40.92 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $133 Shares 2,422 Est. Cost $54.79 Unrealized -1.6%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $133 Shares 1,346 Est. Cost $116.72 Unrealized -7.7%
PODD INSULET CORP COM 0.0%
Value ($000) $132 Shares 504 Est. Cost $253.97 Unrealized +6.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $132 Shares 1,767 Est. Cost $31.89 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $132 Shares 2,429 Est. Cost $61.26 Unrealized +21.8%
PRVA PRIVIA HEALTH GROUP INC COM 0.0%
Value ($000) $132 Shares 5,878 Est. Cost $21.55 Unrealized +7.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $132 Shares 693 Est. Cost $196.39 Unrealized +6.7%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $130 Shares 1,245 Est. Cost $98.11 Unrealized -9.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $130 Shares 1,587 Est. Cost $0.06 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $129 Shares 2,217 Est. Cost $48.96 Unrealized +29.0%
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $128 Shares 7,847 Est. Cost $16.15 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $54.43 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $127 Shares 1,457 Est. Cost $73.51 Unrealized +8.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $126 Shares 261 Est. Cost $390.78 Unrealized +32.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $126 Shares 1,915 Est. Cost $50.47 Unrealized +34.2%
EQT EQT CORP COM 0.0%
Value ($000) $125 Shares 2,349 Est. Cost $50.54 Unrealized 0.0%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $125 Shares 636 Est. Cost $212.24 Unrealized +3.1%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $124 Shares 955 Est. Cost $82.15 Unrealized +60.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $123 Shares 548 Est. Cost $301.94 Unrealized -9.0%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $122 Shares 842 Est. Cost $131.87 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $122 Shares 813 Est. Cost $213.42 Unrealized -21.4%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $122 Shares 14,213 Est. Cost $8.64 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $122 Shares 1,164 Est. Cost $122.27 Unrealized -4.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $120 Shares 1,531 Est. Cost $0.07 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $119 Shares 563 Est. Cost $238.47 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $119 Shares 2,049 Est. Cost $54.91 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $119 Shares 88 Est. Cost $91.44 Unrealized +45.8%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $118 Shares 1,333 Est. Cost $121.70 Unrealized -24.2%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $116 Shares 9,701 Est. Cost $11.92 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $115 Shares 3,472 Est. Cost $16.40 Unrealized +128.3%
GLOB GLOBANT S A COM 0.0%
Value ($000) $115 Shares 974 Est. Cost $206.21 Unrealized -13.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $115 Shares 3,170 Est. Cost $37.37 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $114 Shares 61 Est. Cost $1659.34 Unrealized +10.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $114 Shares 1,252 Est. Cost $71.24 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $112 Shares 2,317 Est. Cost $48.83 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $112 Shares 238 Est. Cost $435.80 Unrealized +8.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $111 Shares 989 Est. Cost $59.00 Unrealized +70.4%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $110 Shares 1,873 Est. Cost $80.07 Unrealized -15.8%
HUBB HUBBELL INC COM 0.0%
Value ($000) $110 Shares 331 Est. Cost $356.07 Unrealized +7.5%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $109 Shares 1,518 Est. Cost $71.97 Unrealized
WK WORKIVA INC COM CL A 0.0%
Value ($000) $109 Shares 1,434 Est. Cost $68.28 Unrealized +38.3%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $108 Shares 578 Est. Cost $72.27 Unrealized +169.0%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $108 Shares 1,443 Est. Cost $65.44 Unrealized +18.8%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $107 Shares 19,423 Est. Cost $5.51 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $106 Shares 3,499 Est. Cost $25.83 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $106 Shares 1,115 Est. Cost $72.05 Unrealized +24.1%
FRPT FRESHPET INC COM 0.0%
Value ($000) $106 Shares 1,269 Est. Cost $68.50 Unrealized +78.6%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $104 Shares 1,514 Est. Cost $67.61 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $102 Shares 9,150 Est. Cost $11.97 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $102 Shares 1,144 Est. Cost $88.99 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $100 Shares 287 Est. Cost $361.31 Unrealized 0.0%