Icon Wealth Advisors, LLC Diversified Active

CIK: 0001963212 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,474,884 (100.0% shares, 0.0% debt)

Holdings (515)

IVV ISHARES CORE S&P 500 ETF 6.4%
Value ($000) $94,945 Shares 141,858 Est. Cost $149.95 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 4.1%
Value ($000) $59,969 Shares 1,012,986 Est. Cost $48.46 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.4%
Value ($000) $50,249 Shares 416,245 Est. Cost $84.30 Unrealized
MSFT MICROSOFT CORP COM 3.2%
Value ($000) $47,707 Shares 92,107 Est. Cost $312.85 Unrealized +62.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 3.0%
Value ($000) $44,887 Shares 182,022 Est. Cost $277.36 Unrealized -6.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 3.0%
Value ($000) $44,798 Shares 959,066 Est. Cost $30.80 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 3.0%
Value ($000) $44,369 Shares 654,123 Est. Cost $44.30 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.0%
Value ($000) $44,202 Shares 227,262 Est. Cost $154.59 Unrealized
IVE ISHARES S&P 500 VALUE ETF 2.9%
Value ($000) $42,045 Shares 203,599 Est. Cost $190.85 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.7%
Value ($000) $39,747 Shares 602,953 Est. Cost $58.10 Unrealized
OEF ISHARES S&P 100 ETF 2.5%
Value ($000) $37,490 Shares 112,635 Est. Cost $296.08 Unrealized
NVDA NVIDIA CORPORATION COM 2.2%
Value ($000) $31,735 Shares 170,090 Est. Cost $110.61 Unrealized +57.6%
AAPL APPLE INC COM 2.1%
Value ($000) $30,414 Shares 119,444 Est. Cost $173.01 Unrealized +30.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.7%
Value ($000) $25,372 Shares 246,350 Est. Cost $92.51 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.6%
Value ($000) $23,760 Shares 223,120 Est. Cost $42.20 Unrealized
AMZN AMAZON COM INC COM 1.6%
Value ($000) $23,290 Shares 106,069 Est. Cost $130.43 Unrealized +73.5%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 1.4%
Value ($000) $21,296 Shares 562,501 Est. Cost $35.11 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 1.3%
Value ($000) $19,655 Shares 575,373 Est. Cost $32.32 Unrealized
CVX CHEVRON CORP NEW COM 1.3%
Value ($000) $18,994 Shares 122,312 Est. Cost $134.68 Unrealized +13.1%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $17,677 Shares 156,784 Est. Cost $91.09 Unrealized +20.4%
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $17,421 Shares 26,150 Est. Cost $255.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 1.1%
Value ($000) $16,695 Shares 533,904 Est. Cost $10.73 Unrealized
AVGO BROADCOM INC COM 1.0%
Value ($000) $14,852 Shares 45,017 Est. Cost $166.88 Unrealized +83.2%
IAU ISHARES GOLD TRUST 0.9%
Value ($000) $13,407 Shares 184,238 Est. Cost $61.60 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $13,170 Shares 54,173 Est. Cost $137.66 Unrealized +52.0%
ORCL ORACLE CORP COM 0.9%
Value ($000) $13,136 Shares 46,706 Est. Cost $138.59 Unrealized +83.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.9%
Value ($000) $12,752 Shares 49,726 Est. Cost $205.19 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $12,735 Shares 40,374 Est. Cost $178.89 Unrealized +65.4%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $12,272 Shares 50,389 Est. Cost $124.82 Unrealized +68.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.8%
Value ($000) $12,201 Shares 107,137 Est. Cost $43.64 Unrealized
MBB ISHARES MBS ETF 0.8%
Value ($000) $12,149 Shares 127,684 Est. Cost $85.32 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.8%
Value ($000) $11,136 Shares 209,170 Est. Cost $52.77 Unrealized
LLY ELI LILLY & CO COM 0.8%
Value ($000) $11,111 Shares 14,563 Est. Cost $498.56 Unrealized +48.9%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.7%
Value ($000) $10,939 Shares 52,273 Est. Cost $207.47 Unrealized
V VISA INC COM CL A 0.7%
Value ($000) $10,260 Shares 30,055 Est. Cost $235.82 Unrealized +46.4%
ABBV ABBVIE INC COM 0.7%
Value ($000) $9,689 Shares 41,848 Est. Cost $134.83 Unrealized +49.8%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.6%
Value ($000) $9,482 Shares 185,093 Est. Cost $51.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $9,214 Shares 18,328 Est. Cost $354.05 Unrealized +36.8%
META META PLATFORMS INC CL A 0.6%
Value ($000) $8,575 Shares 11,676 Est. Cost $411.95 Unrealized +80.4%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.5%
Value ($000) $7,974 Shares 162,107 Est. Cost $49.45 Unrealized
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $7,548 Shares 146,306 Est. Cost $30.84 Unrealized +56.7%
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $7,373 Shares 116,387 Est. Cost $29.46 Unrealized +96.2%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $7,000 Shares 37,751 Est. Cost $151.27 Unrealized +12.1%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.5%
Value ($000) $6,730 Shares 629,569 Est. Cost $8.84 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $6,542 Shares 16,146 Est. Cost $300.64 Unrealized +29.4%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $6,411 Shares 11,271 Est. Cost $361.98 Unrealized +58.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.4%
Value ($000) $6,300 Shares 32,168 Est. Cost $97.52 Unrealized
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $6,234 Shares 220,188 Est. Cost $16.08 Unrealized +67.7%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $6,059 Shares 83,034 Est. Cost $63.51 Unrealized +18.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $6,044 Shares 12,902 Est. Cost $34.31 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.4%
Value ($000) $5,817 Shares 39,146 Est. Cost $62.07 Unrealized +118.4%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,560 Shares 36,187 Est. Cost $138.94 Unrealized +11.5%
NFLX NETFLIX INC COM 0.4%
Value ($000) $5,468 Shares 4,561 Est. Cost $25.52 Unrealized +378.3%
ABT ABBOTT LABS COM 0.4%
Value ($000) $5,462 Shares 40,782 Est. Cost $104.93 Unrealized +24.5%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $5,449 Shares 17,929 Est. Cost $250.17 Unrealized +20.5%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $5,387 Shares 15,601 Est. Cost $479.68 Unrealized -37.7%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $5,330 Shares 14,243 Est. Cost $171.89 Unrealized +111.3%
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $5,193 Shares 142,481 Est. Cost $35.73 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $4,861 Shares 10,931 Est. Cost $296.53 Unrealized +17.0%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $4,473 Shares 65,382 Est. Cost $46.18 Unrealized +45.9%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $4,347 Shares 69,592 Est. Cost $58.55 Unrealized +8.3%
NOW SERVICENOW INC COM 0.3%
Value ($000) $4,102 Shares 4,457 Est. Cost $128.66 Unrealized +45.2%
BEN FRANKLIN RESOURCES INC COM 0.3%
Value ($000) $4,039 Shares 174,607 Est. Cost $19.25 Unrealized +24.9%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $3,635 Shares 13,020 Est. Cost $181.20 Unrealized +46.8%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $3,571 Shares 24,403 Est. Cost $166.53 Unrealized -9.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $3,549 Shares 17,431 Est. Cost $34.42 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,482 Shares 18,952 Est. Cost $157.99 Unrealized +22.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $3,472 Shares 11,829 Est. Cost $235.56 Unrealized +26.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $3,413 Shares 10,401 Est. Cost $169.09 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $3,358 Shares 20,704 Est. Cost $121.24 Unrealized +36.2%
INTU INTUIT COM 0.2%
Value ($000) $3,343 Shares 4,895 Est. Cost $674.24 Unrealized +6.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $3,327 Shares 11,912 Est. Cost $205.96 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $3,244 Shares 38,350 Est. Cost $90.41 Unrealized -2.0%
EOG EOG RES INC COM 0.2%
Value ($000) $3,219 Shares 28,711 Est. Cost $101.22 Unrealized +16.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $3,173 Shares 184,880 Est. Cost $3.10 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $3,056 Shares 3,302 Est. Cost $692.60 Unrealized +38.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $3,056 Shares 40,479 Est. Cost $75.47 Unrealized -4.3%
PEP PEPSICO INC COM 0.2%
Value ($000) $2,942 Shares 20,951 Est. Cost $155.77 Unrealized -9.8%
MSCI MSCI INC COM 0.2%
Value ($000) $2,903 Shares 5,116 Est. Cost $504.33 Unrealized +11.6%
BLK BLACKROCK INC COM 0.2%
Value ($000) $2,869 Shares 2,461 Est. Cost $873.11 Unrealized +27.0%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $2,848 Shares 156,168 Est. Cost $6.79 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,833 Shares 24,739 Est. Cost $104.85 Unrealized +11.6%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,763 Shares 13,708 Est. Cost $162.81 Unrealized +25.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $2,730 Shares 28,698 Est. Cost $69.18 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $2,722 Shares 20,328 Est. Cost $76.08 Unrealized +38.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $2,695 Shares 2,784 Est. Cost $712.68 Unrealized
TRGP TARGA RES CORP COM 0.2%
Value ($000) $2,656 Shares 15,852 Est. Cost $83.15 Unrealized +98.6%
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $2,611 Shares 25,302 Est. Cost $46.15 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $2,607 Shares 4,080 Est. Cost $478.55 Unrealized +26.8%
CME CME GROUP INC COM 0.2%
Value ($000) $2,540 Shares 9,402 Est. Cost $210.97 Unrealized +27.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $2,534 Shares 7,628 Est. Cost $193.49 Unrealized +63.6%
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $2,473 Shares 11,264 Est. Cost $153.74 Unrealized +30.1%
FET FORUM ENERGY TECHNOLOGIES INC COM 0.2%
Value ($000) $2,451 Shares 91,758 Est. Cost $22.93 Unrealized +0.7%
ADBE ADOBE INC COM 0.2%
Value ($000) $2,444 Shares 6,928 Est. Cost $409.20 Unrealized -12.3%
WMT WALMART INC COM 0.2%
Value ($000) $2,417 Shares 23,456 Est. Cost $65.06 Unrealized +52.5%
AON AON PLC SHS CL A 0.2%
Value ($000) $2,412 Shares 6,765 Est. Cost $378.20 Unrealized -4.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $2,410 Shares 16,552 Est. Cost $0.08 Unrealized
VICI VICI PPTYS INC COM 0.2%
Value ($000) $2,394 Shares 73,416 Est. Cost $30.42 Unrealized +5.4%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $2,394 Shares 11,913 Est. Cost $141.99 Unrealized +37.9%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $2,327 Shares 23,747 Est. Cost $78.57 Unrealized +19.0%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $2,298 Shares 153,891 Est. Cost $14.46 Unrealized +20.6%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $2,277 Shares 23,919 Est. Cost $90.03 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $2,268 Shares 27,652 Est. Cost $31.18 Unrealized +108.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $2,263 Shares 3 Est. Cost $650572.50 Unrealized +11.7%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $2,219 Shares 4,559 Est. Cost $458.40 Unrealized +16.5%
SRE SEMPRA COM 0.1%
Value ($000) $2,210 Shares 24,559 Est. Cost $71.61 Unrealized +11.5%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $2,138 Shares 4,283 Est. Cost $390.90 Unrealized +14.6%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $2,128 Shares 38,353 Est. Cost $82.07 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $2,022 Shares 13,880 Est. Cost $0.08 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $2,018 Shares 54,294 Est. Cost $28.40 Unrealized +24.8%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $2,010 Shares 23,823 Est. Cost $75.29 Unrealized +17.4%
BA BOEING CO COM 0.1%
Value ($000) $1,994 Shares 9,241 Est. Cost $190.43 Unrealized +18.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,992 Shares 8,427 Est. Cost $225.38 Unrealized -1.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,986 Shares 5,825 Est. Cost $284.19 Unrealized +10.4%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,924 Shares 4,012 Est. Cost $0.21 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $1,898 Shares 72,799 Est. Cost $22.21 Unrealized +27.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $1,878 Shares 110,064 Est. Cost $0.34 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $1,868 Shares 11,087 Est. Cost $129.07 Unrealized +37.7%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.1%
Value ($000) $1,867 Shares 35,965 Est. Cost $11.12 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.1%
Value ($000) $1,852 Shares 9,589 Est. Cost $194.47 Unrealized -1.7%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $1,850 Shares 14,688 Est. Cost $95.94 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $1,827 Shares 3,703 Est. Cost $565.30 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1,795 Shares 8,445 Est. Cost $185.05 Unrealized +17.7%
PR PERMIAN RESOURCES CORP CLASS A COM 0.1%
Value ($000) $1,772 Shares 138,420 Est. Cost $13.78 Unrealized -0.5%
SCM STELLUS CAP INVT CORP COM 0.1%
Value ($000) $1,767 Shares 135,328 Est. Cost $12.96 Unrealized +11.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $1,765 Shares 18,080 Est. Cost $101.82 Unrealized +1.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,756 Shares 10,493 Est. Cost $89.57 Unrealized +72.3%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $1,710 Shares 6,925 Est. Cost $233.66 Unrealized -0.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,707 Shares 19,549 Est. Cost $5.77 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $1,684 Shares 13,871 Est. Cost $112.60 Unrealized +14.9%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,667 Shares 3,510 Est. Cost $412.02 Unrealized +14.2%
KO COCA COLA CO COM 0.1%
Value ($000) $1,661 Shares 25,041 Est. Cost $61.85 Unrealized +9.8%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $1,651 Shares 13,021 Est. Cost $116.18 Unrealized +18.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,650 Shares 7,837 Est. Cost $174.35 Unrealized +18.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $1,646 Shares 42,672 Est. Cost $34.59 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $1,614 Shares 1,691 Est. Cost $720.38 Unrealized +23.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,578 Shares 4,557 Est. Cost $325.02 Unrealized +8.1%
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1,567 Shares 18,534 Est. Cost $21.53 Unrealized +115.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $1,557 Shares 40,666 Est. Cost $5.27 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $1,529 Shares 7,348 Est. Cost $204.65 Unrealized +9.7%
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $1,516 Shares 11,367 Est. Cost $115.08 Unrealized +10.7%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,501 Shares 6,234 Est. Cost $239.02 Unrealized -3.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,473 Shares 8,851 Est. Cost $134.66 Unrealized +16.7%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.1%
Value ($000) $1,462 Shares 30,172 Est. Cost $47.61 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,431 Shares 21,667 Est. Cost $37.98 Unrealized +61.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $1,431 Shares 13,275 Est. Cost $91.56 Unrealized +9.8%
ADSK AUTODESK INC COM 0.1%
Value ($000) $1,400 Shares 4,407 Est. Cost $237.47 Unrealized +28.3%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,397 Shares 3,567 Est. Cost $344.28 Unrealized +21.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,383 Shares 14,342 Est. Cost $86.37 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,379 Shares 5,288 Est. Cost $182.44 Unrealized +41.0%
T AT&T INC COM 0.1%
Value ($000) $1,373 Shares 48,603 Est. Cost $19.67 Unrealized +42.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,367 Shares 3,056 Est. Cost $429.77 Unrealized +11.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $1,358 Shares 1,945 Est. Cost $615.99 Unrealized +13.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,352 Shares 19,859 Est. Cost $11.52 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,348 Shares 58,301 Est. Cost $6.01 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,344 Shares 30,587 Est. Cost $31.60 Unrealized +34.5%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $1,320 Shares 19,555 Est. Cost $57.40 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $1,292 Shares 12,504 Est. Cost $102.99 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,218 Shares 10,626 Est. Cost $90.85 Unrealized +17.9%
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $1,208 Shares 3,500 Est. Cost $92.54 Unrealized +193.5%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $1,202 Shares 1,306 Est. Cost $579.37 Unrealized +39.5%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,199 Shares 8,816 Est. Cost $84.29 Unrealized +49.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,196 Shares 14,245 Est. Cost $87.30 Unrealized -7.2%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.1%
Value ($000) $1,177 Shares 25,559 Est. Cost $45.88 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1,165 Shares 3,873 Est. Cost $208.93 Unrealized +30.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,139 Shares 7,384 Est. Cost $52.82 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1,137 Shares 7,152 Est. Cost $82.66 Unrealized +77.2%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1,127 Shares 1,878 Est. Cost $514.32 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,126 Shares 3,993 Est. Cost $224.55 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,124 Shares 2,317 Est. Cost $536.10 Unrealized -13.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,107 Shares 4,406 Est. Cost $218.49 Unrealized +11.8%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,103 Shares 11,665 Est. Cost $93.38 Unrealized -0.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $1,065 Shares 13,885 Est. Cost $72.34 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,058 Shares 4,463 Est. Cost $210.91 Unrealized +19.2%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,055 Shares 16,237 Est. Cost $51.39 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,049 Shares 41,132 Est. Cost $34.36 Unrealized -10.3%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,045 Shares 1,706 Est. Cost $567.98 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $1,029 Shares 2,250 Est. Cost $399.98 Unrealized +12.1%
STEL STELLAR BANCORP INC COM 0.1%
Value ($000) $1,024 Shares 33,755 Est. Cost $29.26 Unrealized +3.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,014 Shares 3,718 Est. Cost $230.50 Unrealized +23.9%
TEM TEMPUS AI INC CL A 0.1%
Value ($000) $985 Shares 12,204 Est. Cost $49.45 Unrealized +41.6%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $974 Shares 3,739 Est. Cost $244.85 Unrealized +9.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $963 Shares 14,304 Est. Cost $56.74 Unrealized +10.0%
INTC INTEL CORP COM 0.1%
Value ($000) $960 Shares 28,605 Est. Cost $32.03 Unrealized -24.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $957 Shares 19,112 Est. Cost $50.35 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $942 Shares 36,966 Est. Cost $29.37 Unrealized -17.8%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $935 Shares 13,637 Est. Cost $28.21 Unrealized +56.7%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $920 Shares 47,487 Est. Cost $14.98 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $917 Shares 17,030 Est. Cost $48.78 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $914 Shares 69,521 Est. Cost $12.05 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $903 Shares 6,125 Est. Cost $120.96 Unrealized +14.1%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $894 Shares 20,685 Est. Cost $31.31 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $884 Shares 18,018 Est. Cost $31.65 Unrealized +48.3%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value ($000) $854 Shares 21,953 Est. Cost $33.15 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $852 Shares 19,620 Est. Cost $0.03 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $831 Shares 1,816 Est. Cost $460.57 Unrealized +6.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $828 Shares 3,477 Est. Cost $212.37 Unrealized +16.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $809 Shares 1,696 Est. Cost $302.64 Unrealized +40.6%
CMI CUMMINS INC COM 0.1%
Value ($000) $805 Shares 1,907 Est. Cost $271.31 Unrealized +40.3%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $795 Shares 603 Est. Cost $1321.70 Unrealized +3.3%
AMRZ AMRIZE LTD SHS 0.1%
Value ($000) $792 Shares 16,320 Est. Cost $50.99 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $777 Shares 4,094 Est. Cost $181.88 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $775 Shares 10,555 Est. Cost $51.96 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $770 Shares 5,774 Est. Cost $140.75 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $761 Shares 4,173 Est. Cost $69.87 Unrealized +131.9%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $761 Shares 59,587 Est. Cost $12.79 Unrealized +5.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $760 Shares 16,426 Est. Cost $0.04 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $756 Shares 9,149 Est. Cost $39.00 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $755 Shares 11,380 Est. Cost $59.33 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $725 Shares 3,358 Est. Cost $21.71 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $725 Shares 3,885 Est. Cost $22.52 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $718 Shares 17,116 Est. Cost $36.53 Unrealized +12.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $716 Shares 2,538 Est. Cost $252.17 Unrealized +9.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $715 Shares 14,162 Est. Cost $34.61 Unrealized +33.2%
NKE NIKE INC CL B 0.0%
Value ($000) $710 Shares 10,178 Est. Cost $92.00 Unrealized -19.8%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $709 Shares 1,712 Est. Cost $282.31 Unrealized +37.6%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $702 Shares 15,118 Est. Cost $1.79 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $695 Shares 5,301 Est. Cost $107.85 Unrealized +25.6%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $694 Shares 68,219 Est. Cost $12.17 Unrealized -6.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $688 Shares 8,241 Est. Cost $140.71 Unrealized -37.4%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $683 Shares 16,044 Est. Cost $43.95 Unrealized +2.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $675 Shares 20,065 Est. Cost $41.11 Unrealized -7.3%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $674 Shares 1,725 Est. Cost $322.68 Unrealized +23.7%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $674 Shares 6,345 Est. Cost $98.75 Unrealized +0.4%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $673 Shares 12,363 Est. Cost $41.49 Unrealized +21.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $672 Shares 4,652 Est. Cost $100.88 Unrealized +31.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $672 Shares 8,016 Est. Cost $46.48 Unrealized +73.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $668 Shares 13,630 Est. Cost $66.82 Unrealized -19.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $664 Shares 14,514 Est. Cost $40.27 Unrealized +10.1%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $652 Shares 4,473 Est. Cost $102.72 Unrealized +25.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $651 Shares 10,870 Est. Cost $24.91 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $645 Shares 16,274 Est. Cost $36.00 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $642 Shares 1,142 Est. Cost $630.96 Unrealized -10.6%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $642 Shares 10,695 Est. Cost $60.42 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $636 Shares 14,155 Est. Cost $43.53 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $627 Shares 1,486 Est. Cost $321.70 Unrealized +32.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $624 Shares 2,212 Est. Cost $243.97 Unrealized +17.5%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $610 Shares 7,652 Est. Cost $44.22 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $597 Shares 4,195 Est. Cost $0.08 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $591 Shares 3,654 Est. Cost $133.24 Unrealized +21.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $585 Shares 2,875 Est. Cost $176.88 Unrealized +8.2%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $579 Shares 9,100 Est. Cost $41.19 Unrealized +56.9%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $570 Shares 4,446 Est. Cost $39.97 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $556 Shares 3,144 Est. Cost $73.50 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $546 Shares 5,715 Est. Cost $63.02 Unrealized +50.0%
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $543 Shares 17,879 Est. Cost $31.70 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $521 Shares 9,611 Est. Cost $4.87 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $516 Shares 5,911 Est. Cost $72.52 Unrealized
IBOC INTERNATIONAL BANCSHARES CORP COM 0.0%
Value ($000) $515 Shares 7,488 Est. Cost $61.16 Unrealized +12.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $513 Shares 11,950 Est. Cost $39.62 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $507 Shares 832 Est. Cost $451.05 Unrealized +24.9%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $500 Shares 814 Est. Cost $328.72 Unrealized +84.2%
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.0%
Value ($000) $481 Shares 4,719 Est. Cost $85.33 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $467 Shares 3,314 Est. Cost $175.59 Unrealized -13.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $464 Shares 1,254 Est. Cost $356.63 Unrealized +7.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $464 Shares 7,819 Est. Cost $17.35 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $462 Shares 9,661 Est. Cost $47.42 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $461 Shares 4,900 Est. Cost $62.69 Unrealized +65.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $456 Shares 2,371 Est. Cost $195.66 Unrealized +4.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $452 Shares 2,999 Est. Cost $102.65 Unrealized +29.9%
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $451 Shares 8,678 Est. Cost $51.96 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $448 Shares 1,908 Est. Cost $187.16 Unrealized +25.6%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $445 Shares 2,973 Est. Cost $155.21 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $442 Shares 3,164 Est. Cost $0.10 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $428 Shares 1,651 Est. Cost $220.43 Unrealized +22.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $426 Shares 551 Est. Cost $512.91 Unrealized +37.1%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $425 Shares 14,746 Est. Cost $35.69 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $423 Shares 4,438 Est. Cost $44.32 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $422 Shares 7,999 Est. Cost $12.14 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $422 Shares 572 Est. Cost $433.52 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $421 Shares 1,045 Est. Cost $259.57 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $421 Shares 3,600 Est. Cost $0.07 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $419 Shares 526 Est. Cost $446.78 Unrealized +64.5%
SAP SAP SE SPON ADR 0.0%
Value ($000) $418 Shares 1,565 Est. Cost $165.57 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $417 Shares 10,603 Est. Cost $5.22 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $415 Shares 7,360 Est. Cost $54.04 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $410 Shares 5,507 Est. Cost $76.04 Unrealized +0.3%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $405 Shares 4,775 Est. Cost $73.42 Unrealized +20.3%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $403 Shares 2,032 Est. Cost $223.89 Unrealized -11.4%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $398 Shares 2,965 Est. Cost $161.99 Unrealized -11.6%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $393 Shares 19,847 Est. Cost $19.25 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $390 Shares 3,185 Est. Cost $116.22 Unrealized +1.8%
BX BLACKSTONE INC COM 0.0%
Value ($000) $390 Shares 2,283 Est. Cost $130.44 Unrealized +29.9%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $386 Shares 6,708 Est. Cost $54.76 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $385 Shares 4,646 Est. Cost $82.44 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $385 Shares 2,721 Est. Cost $101.56 Unrealized +32.8%
SAIA SAIA INC COM 0.0%
Value ($000) $383 Shares 1,278 Est. Cost $373.61 Unrealized -19.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $381 Shares 777 Est. Cost $230.51 Unrealized +97.3%
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $378 Shares 8,961 Est. Cost $35.13 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $378 Shares 7,918 Est. Cost $15.59 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $378 Shares 16,825 Est. Cost $0.02 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $364 Shares 7,283 Est. Cost $36.91 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $363 Shares 4,046 Est. Cost $53.40 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $363 Shares 5,071 Est. Cost $36.36 Unrealized
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value ($000) $362 Shares 7,943 Est. Cost $5.18 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $354 Shares 1,982 Est. Cost $101.40 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $351 Shares 1,635 Est. Cost $157.69 Unrealized +27.0%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $351 Shares 7,271 Est. Cost $0.05 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $341 Shares 3,867 Est. Cost $63.64 Unrealized +39.0%
374WATER INC COM 0.0%
Value ($000) $338 Shares 1,179,112 Est. Cost $0.03 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $338 Shares 7,524 Est. Cost $69.82 Unrealized -14.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $334 Shares 2,199 Est. Cost $134.44 Unrealized +8.7%
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $334 Shares 3,376 Est. Cost $96.71 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $333 Shares 1,390 Est. Cost $200.37 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $325 Shares 1,589 Est. Cost $149.52 Unrealized +20.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $324 Shares 4,292 Est. Cost $77.98 Unrealized -13.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $321 Shares 2,531 Est. Cost $108.43 Unrealized +18.3%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $318 Shares 563 Est. Cost $423.60 Unrealized +23.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $316 Shares 3,155 Est. Cost $98.90 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $315 Shares 4,354 Est. Cost $66.49 Unrealized +12.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $307 Shares 2,595 Est. Cost $90.40 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $301 Shares 3,158 Est. Cost $73.68 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $301 Shares 2,675 Est. Cost $93.04 Unrealized +16.3%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $298 Shares 4,179 Est. Cost $0.04 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $297 Shares 1,584 Est. Cost $98.41 Unrealized +71.8%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $293 Shares 2,591 Est. Cost $66.66 Unrealized +54.8%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $292 Shares 1,076 Est. Cost $332.76 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $292 Shares 54 Est. Cost $3518.57 Unrealized +58.1%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $291 Shares 20,562 Est. Cost $13.10 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $283 Shares 2,537 Est. Cost $93.20 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $282 Shares 2,024 Est. Cost $154.02 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $277 Shares 2,523 Est. Cost $50.74 Unrealized +110.6%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $277 Shares 2,443 Est. Cost $84.43 Unrealized +32.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $277 Shares 779 Est. Cost $209.28 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $273 Shares 2,921 Est. Cost $41.01 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $265 Shares 2,370 Est. Cost $97.71 Unrealized 0.0%
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $264 Shares 16,422 Est. Cost $18.05 Unrealized -4.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $263 Shares 821 Est. Cost $159.76 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $263 Shares 417 Est. Cost $556.64 Unrealized +6.8%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $263 Shares 4,620 Est. Cost $56.48 Unrealized +3.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $262 Shares 859 Est. Cost $214.27 Unrealized +26.6%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $261 Shares 2,593 Est. Cost $0.10 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $260 Shares 5,128 Est. Cost $0.59 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $258 Shares 2,676 Est. Cost $56.33 Unrealized +70.7%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $258 Shares 5,288 Est. Cost $34.13 Unrealized +28.4%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $257 Shares 2,300 Est. Cost $43.75 Unrealized +79.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $255 Shares 337 Est. Cost $507.82 Unrealized +44.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $254 Shares 3,897 Est. Cost $75.70 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $253 Shares 1,090 Est. Cost $217.30 Unrealized +9.0%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $251 Shares 4,489 Est. Cost $44.15 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $247 Shares 3,683 Est. Cost $69.57 Unrealized +1.1%
CMA COMERICA INC COM 0.0%
Value ($000) $245 Shares 3,575 Est. Cost $54.25 Unrealized +22.1%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $244 Shares 490 Est. Cost $538.79 Unrealized -1.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $244 Shares 1,032 Est. Cost $102.43 Unrealized +65.7%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $242 Shares 3,405 Est. Cost $47.84 Unrealized +50.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $240 Shares 683 Est. Cost $344.03 Unrealized 0.0%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $239 Shares 1,583 Est. Cost $113.81 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $238 Shares 5,202 Est. Cost $46.22 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $237 Shares 829 Est. Cost $415.19 Unrealized -8.5%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $236 Shares 1,045 Est. Cost $149.83 Unrealized +43.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $229 Shares 2,563 Est. Cost $67.83 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $227 Shares 3,043 Est. Cost $83.45 Unrealized 0.0%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $225 Shares 21,466 Est. Cost $10.48 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $223 Shares 14,015 Est. Cost $11.99 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $223 Shares 310 Est. Cost $287.50 Unrealized +60.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $221 Shares 2,325 Est. Cost $88.67 Unrealized +11.9%
VST VISTRA CORP COM 0.0%
Value ($000) $221 Shares 1,127 Est. Cost $153.74 Unrealized +28.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $220 Shares 1,377 Est. Cost $151.83 Unrealized +17.4%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $217 Shares 1,519 Est. Cost $59.18 Unrealized +84.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $214 Shares 783 Est. Cost $270.32 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $214 Shares 894 Est. Cost $173.32 Unrealized +38.7%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $209 Shares 3,670 Est. Cost $45.50 Unrealized +29.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $205 Shares 792 Est. Cost $207.59 Unrealized +14.0%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $203 Shares 10,588 Est. Cost $0.02 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $198 Shares 3,408 Est. Cost $55.66 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $198 Shares 4,747 Est. Cost $39.82 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $196 Shares 3,336 Est. Cost $58.59 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $196 Shares 1,243 Est. Cost $133.14 Unrealized +16.2%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $195 Shares 1,946 Est. Cost $81.38 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $194 Shares 4,138 Est. Cost $43.20 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $194 Shares 9,799 Est. Cost $0.02 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $193 Shares 21,518 Est. Cost $8.85 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $192 Shares 422 Est. Cost $287.84 Unrealized +41.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $192 Shares 2,097 Est. Cost $94.34 Unrealized -4.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $192 Shares 582 Est. Cost $263.84 Unrealized +22.1%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $190 Shares 7,648 Est. Cost $37.96 Unrealized -30.1%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $189 Shares 934 Est. Cost $113.66 Unrealized +59.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $188 Shares 988 Est. Cost $221.23 Unrealized -17.8%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $187 Shares 430 Est. Cost $284.08 Unrealized
BALI ISHARES ADVANTAGE LARGE CAP INCOME ETF 0.0%
Value ($000) $187 Shares 5,890 Est. Cost $30.24 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $187 Shares 1,325 Est. Cost $112.72 Unrealized
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF 0.0%
Value ($000) $186 Shares 6,656 Est. Cost $24.71 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $185 Shares 2,366 Est. Cost $23.10 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $185 Shares 3,216 Est. Cost $46.02 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $184 Shares 44,147 Est. Cost $5.04 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $184 Shares 4,307 Est. Cost $42.27 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $182 Shares 770 Est. Cost $191.24 Unrealized +22.5%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $178 Shares 510 Est. Cost $262.45 Unrealized +30.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $178 Shares 4,545 Est. Cost $36.95 Unrealized +16.9%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $178 Shares 3,149 Est. Cost $51.41 Unrealized +14.8%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $174 Shares 2,170 Est. Cost $71.24 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $174 Shares 5,055 Est. Cost $42.08 Unrealized -18.4%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $174 Shares 371 Est. Cost $323.36 Unrealized +55.6%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $173 Shares 1,397 Est. Cost $50.47 Unrealized +116.8%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $171 Shares 327 Est. Cost $371.92 Unrealized +50.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $169 Shares 4,305 Est. Cost $56.72 Unrealized -20.6%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $169 Shares 235 Est. Cost $693.78 Unrealized +9.4%
PODD INSULET CORP COM 0.0%
Value ($000) $168 Shares 544 Est. Cost $256.52 Unrealized +22.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $168 Shares 2,610 Est. Cost $56.32 Unrealized +18.8%
RACE FERRARI N V COM 0.0%
Value ($000) $167 Shares 345 Est. Cost $397.01 Unrealized +20.7%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $166 Shares 3,736 Est. Cost $38.59 Unrealized +11.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $166 Shares 950 Est. Cost $141.84 Unrealized +18.0%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $166 Shares 1,796 Est. Cost $102.62 Unrealized -17.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $165 Shares 5,137 Est. Cost $34.40 Unrealized +5.4%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $164 Shares 934 Est. Cost $165.63 Unrealized +9.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $163 Shares 1,418 Est. Cost $92.95 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $161 Shares 2,207 Est. Cost $48.96 Unrealized +33.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $160 Shares 771 Est. Cost $211.75 Unrealized -4.8%
HNI HNI CORP COM 0.0%
Value ($000) $158 Shares 3,368 Est. Cost $50.76 Unrealized -6.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $157 Shares 799 Est. Cost $159.94 Unrealized +13.9%
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $157 Shares 3,125 Est. Cost $41.18 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $154 Shares 535 Est. Cost $220.44 Unrealized +20.0%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $153 Shares 3,234 Est. Cost $8.61 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $152 Shares 1,255 Est. Cost $162.73 Unrealized -18.5%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $152 Shares 1,518 Est. Cost $71.97 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $151 Shares 2,530 Est. Cost $3.24 Unrealized
LIEN CHICAGO ATLANTIC BDC INC COM 0.0%
Value ($000) $150 Shares 14,255 Est. Cost $10.00 Unrealized 0.0%
HTBK HERITAGE COMM CORP COM 0.0%
Value ($000) $149 Shares 15,033 Est. Cost $9.34 Unrealized +7.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $149 Shares 1,204 Est. Cost $87.49 Unrealized +36.9%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $149 Shares 156 Est. Cost $917.50 Unrealized +9.1%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $148 Shares 676 Est. Cost $86.64 Unrealized +121.7%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $147 Shares 2,025 Est. Cost $65.61 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $147 Shares 714 Est. Cost $182.14 Unrealized +16.8%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $146 Shares 3,275 Est. Cost $40.92 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $146 Shares 451 Est. Cost $237.62 Unrealized +39.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $145 Shares 2,375 Est. Cost $55.55 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $145 Shares 713 Est. Cost $168.16 Unrealized +21.2%
WSO WATSCO INC COM 0.0%
Value ($000) $144 Shares 357 Est. Cost $270.99 Unrealized +57.8%
CLS CELESTICA INC COM 0.0%
Value ($000) $144 Shares 584 Est. Cost $201.61 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $144 Shares 3,775 Est. Cost $36.38 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $143 Shares 9,916 Est. Cost $15.09 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $143 Shares 12,246 Est. Cost $12.38 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $143 Shares 1,650 Est. Cost $71.11 Unrealized +17.8%
CADE CADENCE BANK COM 0.0%
Value ($000) $142 Shares 3,780 Est. Cost $29.85 Unrealized +19.3%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $141 Shares 275 Est. Cost $159.57 Unrealized +173.6%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $140 Shares 428 Est. Cost $238.47 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $140 Shares 564 Est. Cost $238.92 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $139 Shares 2,465 Est. Cost $47.73 Unrealized +16.6%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $139 Shares 129 Est. Cost $930.36 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $138 Shares 697 Est. Cost $191.37 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $137 Shares 815 Est. Cost $136.83 Unrealized 0.0%
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $136 Shares 5,414 Est. Cost $21.08 Unrealized +17.6%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $136 Shares 1,916 Est. Cost $70.98 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $136 Shares 1,251 Est. Cost $64.26 Unrealized +74.5%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $135 Shares 842 Est. Cost $131.87 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $135 Shares 14,819 Est. Cost $8.66 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $135 Shares 951 Est. Cost $87.04 Unrealized +48.4%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $134 Shares 1,209 Est. Cost $21.14 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $132 Shares 2,842 Est. Cost $44.64 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $132 Shares 852 Est. Cost $143.38 Unrealized +6.8%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $132 Shares 2,361 Est. Cost $48.96 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $130 Shares 762 Est. Cost $147.81 Unrealized 0.0%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $129 Shares 19,272 Est. Cost $5.51 Unrealized
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $129 Shares 8,042 Est. Cost $16.15 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $129 Shares 2,574 Est. Cost $54.46 Unrealized
CUSHMAN WAKEFIELD PLC SHS 0.0%
Value ($000) $128 Shares 8,065 Est. Cost $11.07 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $128 Shares 2,945 Est. Cost $36.88 Unrealized +17.1%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $127 Shares 394 Est. Cost $149.93 Unrealized +112.3%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $126 Shares 13,872 Est. Cost $8.94 Unrealized +8.1%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $126 Shares 1,750 Est. Cost $79.97 Unrealized -3.6%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $125 Shares 2,000 Est. Cost $54.43 Unrealized
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF 0.0%
Value ($000) $125 Shares 5,016 Est. Cost $24.92 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $124 Shares 2,339 Est. Cost $53.08 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $123 Shares 1,145 Est. Cost $71.97 Unrealized +38.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $123 Shares 6,439 Est. Cost $17.46 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $123 Shares 658 Est. Cost $227.01 Unrealized -18.9%
F FORD MTR CO COM 0.0%
Value ($000) $122 Shares 10,213 Est. Cost $11.33 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $122 Shares 2,828 Est. Cost $43.16 Unrealized
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $122 Shares 1,443 Est. Cost $65.44 Unrealized +30.6%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $122 Shares 726 Est. Cost $127.82 Unrealized 0.0%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $121 Shares 4,100 Est. Cost $25.35 Unrealized
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $121 Shares 764 Est. Cost $138.95 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $121 Shares 1,449 Est. Cost $63.14 Unrealized +26.4%
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $119 Shares 604 Est. Cost $189.83 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $119 Shares 152 Est. Cost $759.63 Unrealized +1.9%
BFST BUSINESS FIRST BANCSHARES INC COM 0.0%
Value ($000) $119 Shares 5,035 Est. Cost $24.40 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $117 Shares 1,770 Est. Cost $67.32 Unrealized +0.5%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $116 Shares 875 Est. Cost $88.08 Unrealized +40.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $115 Shares 1,082 Est. Cost $103.67 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $115 Shares 391 Est. Cost $284.39 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $115 Shares 1,462 Est. Cost $79.11 Unrealized 0.0%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $114 Shares 2,465 Est. Cost $46.12 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $113 Shares 262 Est. Cost $356.07 Unrealized +20.3%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $113 Shares 851 Est. Cost $114.70 Unrealized +15.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $112 Shares 626 Est. Cost $81.09 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $111 Shares 864 Est. Cost $132.04 Unrealized +8.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $111 Shares 1,113 Est. Cost $122.27 Unrealized -14.0%
ZLAB ZAI LAB LTD ADR 0.0%
Value ($000) $109 Shares 3,229 Est. Cost $34.96 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $108 Shares 1,335 Est. Cost $86.11 Unrealized -7.5%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $108 Shares 1,034 Est. Cost $104.50 Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $107 Shares 2,646 Est. Cost $38.69 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $107 Shares 673 Est. Cost $229.75 Unrealized -22.9%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $107 Shares 590 Est. Cost $169.88 Unrealized 0.0%
TOST TOAST INC CL A 0.0%
Value ($000) $107 Shares 2,935 Est. Cost $18.98 Unrealized +128.7%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $106 Shares 423 Est. Cost $183.84 Unrealized +48.8%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $106 Shares 576 Est. Cost $116.72 Unrealized +37.6%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $106 Shares 555 Est. Cost $184.06 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $106 Shares 9,283 Est. Cost $11.97 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $106 Shares 2,940 Est. Cost $34.96 Unrealized +9.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $104 Shares 1,403 Est. Cost $70.14 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $104 Shares 1,031 Est. Cost $91.43 Unrealized 0.0%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $104 Shares 445 Est. Cost $226.24 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $104 Shares 428 Est. Cost $241.96 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $103 Shares 608 Est. Cost $156.63 Unrealized 0.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $103 Shares 705 Est. Cost $101.84 Unrealized 0.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $103 Shares 1,041 Est. Cost $86.47 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $102 Shares 5,060 Est. Cost $20.21 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $102 Shares 585 Est. Cost $160.70 Unrealized 0.0%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $102 Shares 1,243 Est. Cost $79.05 Unrealized +8.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $102 Shares 536 Est. Cost $136.63 Unrealized +29.3%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $102 Shares 1,058 Est. Cost $98.11 Unrealized +1.0%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $101 Shares 122 Est. Cost $677.11 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $100 Shares 2,337 Est. Cost $45.46 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $100 Shares 2,121 Est. Cost $44.74 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $100 Shares 390 Est. Cost $252.97 Unrealized -1.0%