Cassaday & Co Wealth Management LLC Diversified Active

CIK: 0001963612 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $4,337,796 (100.0% shares, 0.0% debt)

Holdings (344)

MGK VANGUARD WORLD FD 34.5%
Value ($000) $1,496,687 Shares 3,719,216 Est. Cost $187.65 Unrealized
IWP ISHARES TR 7.0%
Value ($000) $301,653 Shares 2,118,203 Est. Cost $85.81 Unrealized
IWO ISHARES TR 6.7%
Value ($000) $291,603 Shares 911,147 Est. Cost $222.52 Unrealized
GLDM WORLD GOLD TR 6.0%
Value ($000) $260,524 Shares 3,407,765 Est. Cost $52.13 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 6.0%
Value ($000) $258,970 Shares 4,554,512 Est. Cost $59.97 Unrealized
SCHD SCHWAB STRATEGIC TR 3.8%
Value ($000) $165,807 Shares 6,073,520 Est. Cost $42.24 Unrealized
IWS ISHARES TR 3.2%
Value ($000) $138,632 Shares 992,566 Est. Cost $107.63 Unrealized
XLRE SELECT SECTOR SPDR TR 3.1%
Value ($000) $133,214 Shares 3,161,974 Est. Cost $39.80 Unrealized
IWN ISHARES TR 2.6%
Value ($000) $110,759 Shares 626,428 Est. Cost $141.97 Unrealized
EEM ISHARES TR 2.4%
Value ($000) $102,951 Shares 1,927,919 Est. Cost $38.31 Unrealized
SCZ ISHARES TR 2.2%
Value ($000) $96,144 Shares 1,253,178 Est. Cost $62.63 Unrealized
IWD ISHARES TR 2.0%
Value ($000) $87,219 Shares 428,406 Est. Cost $157.81 Unrealized
NOBL PROSHARES TR 1.6%
Value ($000) $67,502 Shares 654,918 Est. Cost $90.88 Unrealized
SPEM SPDR INDEX SHS FDS 1.2%
Value ($000) $53,430 Shares 1,141,413 Est. Cost $42.18 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $52,667 Shares 206,839 Est. Cost $148.09 Unrealized +52.3%
DJP BARCLAYS BANK PLC 1.1%
Value ($000) $47,907 Shares 1,351,785 Est. Cost $34.03 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $36,075 Shares 69,650 Est. Cost $287.00 Unrealized +77.3%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $32,134 Shares 172,228 Est. Cost $99.77 Unrealized +74.7%
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $31,122 Shares 105,932 Est. Cost $179.76 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $23,230 Shares 38,693 Est. Cost $479.93 Unrealized
EFG ISHARES TR 0.5%
Value ($000) $22,831 Shares 200,483 Est. Cost $84.65 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $19,856 Shares 207,067 Est. Cost $71.62 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $19,366 Shares 74,359 Est. Cost $153.08 Unrealized +74.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $16,651 Shares 75,833 Est. Cost $113.06 Unrealized +100.2%
IJT ISHARES TR 0.3%
Value ($000) $14,583 Shares 103,061 Est. Cost $122.26 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $12,815 Shares 98,789 Est. Cost $106.09 Unrealized
V VISA INC 0.3%
Value ($000) $12,248 Shares 35,878 Est. Cost $198.31 Unrealized +74.0%
PEP PEPSICO INC 0.2%
Value ($000) $10,550 Shares 75,118 Est. Cost $160.84 Unrealized -12.7%
NFLX NETFLIX INC 0.2%
Value ($000) $10,371 Shares 8,650 Est. Cost $84.44 Unrealized +44.5%
IJS ISHARES TR 0.2%
Value ($000) $8,777 Shares 79,363 Est. Cost $94.92 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $8,650 Shares 9,345 Est. Cost $529.56 Unrealized +80.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $8,489 Shares 27,936 Est. Cost $245.68 Unrealized +22.7%
GOOG ALPHABET INC 0.2%
Value ($000) $8,207 Shares 33,697 Est. Cost $126.34 Unrealized +66.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $7,979 Shares 11,977 Est. Cost $442.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $7,542 Shares 10 Est. Cost $529966.20 Unrealized +37.2%
IVE ISHARES TR 0.2%
Value ($000) $7,035 Shares 34,067 Est. Cost $191.42 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $7,033 Shares 62,381 Est. Cost $100.60 Unrealized +9.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $7,017 Shares 22,246 Est. Cost $129.10 Unrealized +129.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $6,298 Shares 25,906 Est. Cost $112.53 Unrealized +85.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $6,221 Shares 33,549 Est. Cost $156.85 Unrealized +8.1%
NRG NRG ENERGY INC 0.1%
Value ($000) $5,840 Shares 36,062 Est. Cost $130.97 Unrealized +18.5%
IWF ISHARES TR 0.1%
Value ($000) $5,810 Shares 12,404 Est. Cost $227.95 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $5,492 Shares 8,205 Est. Cost $415.67 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $5,125 Shares 11,524 Est. Cost $198.07 Unrealized +75.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $5,009 Shares 54,789 Est. Cost $88.65 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $4,952 Shares 6,743 Est. Cost $228.13 Unrealized +225.8%
ABBV ABBVIE INC 0.1%
Value ($000) $4,850 Shares 20,946 Est. Cost $138.42 Unrealized +45.9%
TQQQ PROSHARES TR 0.1%
Value ($000) $4,749 Shares 45,931 Est. Cost $42.06 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $4,676 Shares 34,912 Est. Cost $98.29 Unrealized +32.9%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,627 Shares 144,991 Est. Cost $39.23 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $4,503 Shares 5,902 Est. Cost $429.78 Unrealized +72.7%
ORCL ORACLE CORP 0.1%
Value ($000) $4,434 Shares 15,765 Est. Cost $76.26 Unrealized +233.3%
MVV PROSHARES TR 0.1%
Value ($000) $4,319 Shares 62,498 Est. Cost $53.74 Unrealized
URTY PROSHARES TR 0.1%
Value ($000) $4,246 Shares 80,109 Est. Cost $43.17 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $4,065 Shares 14,407 Est. Cost $135.50 Unrealized +91.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $3,793 Shares 7,909 Est. Cost $250.15 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $3,756 Shares 15,201 Est. Cost $165.15 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $3,632 Shares 5,931 Est. Cost $538.89 Unrealized
EDV VANGUARD WORLD FD 0.1%
Value ($000) $3,610 Shares 52,741 Est. Cost $70.87 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $3,508 Shares 19,229 Est. Cost $63.80 Unrealized +154.0%
UYG PROSHARES TR 0.1%
Value ($000) $3,454 Shares 34,801 Est. Cost $55.66 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,382 Shares 12,000 Est. Cost $128.47 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $3,071 Shares 16,251 Est. Cost $102.04 Unrealized +69.9%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $3,055 Shares 38,206 Est. Cost $64.60 Unrealized +16.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,043 Shares 6,096 Est. Cost $438.34 Unrealized +2.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,020 Shares 8,745 Est. Cost $463.58 Unrealized -35.5%
YUM YUM BRANDS INC 0.1%
Value ($000) $2,922 Shares 19,226 Est. Cost $115.65 Unrealized +26.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2,842 Shares 18,497 Est. Cost $132.70 Unrealized +16.7%
WMT WALMART INC 0.1%
Value ($000) $2,753 Shares 26,712 Est. Cost $55.15 Unrealized +79.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2,736 Shares 17,622 Est. Cost $152.70 Unrealized -0.3%
TLT ISHARES TR 0.1%
Value ($000) $2,694 Shares 30,149 Est. Cost $87.33 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $2,642 Shares 8,051 Est. Cost $248.48 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $2,579 Shares 7,564 Est. Cost $233.02 Unrealized +34.6%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $2,577 Shares 19,784 Est. Cost $76.13 Unrealized
EET PROSHARES TR 0.1%
Value ($000) $2,574 Shares 33,520 Est. Cost $50.22 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $2,524 Shares 29,249 Est. Cost $55.18 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,505 Shares 6,182 Est. Cost $292.37 Unrealized +33.1%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,499 Shares 25,549 Est. Cost $78.90 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,449 Shares 45,210 Est. Cost $40.85 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $2,358 Shares 38,268 Est. Cost $55.26 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $2,349 Shares 9,048 Est. Cost $248.82 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $2,309 Shares 6,171 Est. Cost $160.70 Unrealized +126.1%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $2,284 Shares 25,000 Est. Cost $28.46 Unrealized +125.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $2,248 Shares 10,418 Est. Cost $164.51 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $2,240 Shares 10,538 Est. Cost $142.42 Unrealized +52.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,125 Shares 3,488 Est. Cost $488.19 Unrealized +15.4%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,112 Shares 14,814 Est. Cost $115.32 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $2,074 Shares 31,909 Est. Cost $59.81 Unrealized
UPV PROSHARES TR 0.0%
Value ($000) $1,992 Shares 24,060 Est. Cost $49.41 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,983 Shares 24,846 Est. Cost $64.52 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,961 Shares 50,831 Est. Cost $26.19 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $1,876 Shares 7,937 Est. Cost $193.14 Unrealized +15.5%
AVGO BROADCOM INC 0.0%
Value ($000) $1,817 Shares 5,508 Est. Cost $155.63 Unrealized +96.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,791 Shares 5,173 Est. Cost $226.58 Unrealized +55.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,785 Shares 3,681 Est. Cost $529.17 Unrealized -12.2%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $1,769 Shares 128,000 Est. Cost $12.19 Unrealized +11.2%
RTX RTX CORPORATION 0.0%
Value ($000) $1,764 Shares 10,541 Est. Cost $117.91 Unrealized +30.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $1,755 Shares 4,937 Est. Cost $180.67 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $1,745 Shares 28,528 Est. Cost $53.89 Unrealized +8.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,735 Shares 25,353 Est. Cost $42.67 Unrealized +57.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $1,645 Shares 2,203 Est. Cost $462.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,618 Shares 36,812 Est. Cost $34.55 Unrealized +23.0%
DDM PROSHARES TR 0.0%
Value ($000) $1,611 Shares 15,018 Est. Cost $69.72 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $1,566 Shares 24,094 Est. Cost $46.60 Unrealized
UGL PROSHARES TR II 0.0%
Value ($000) $1,549 Shares 33,636 Est. Cost $41.79 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $1,541 Shares 5,122 Est. Cost $75.96 Unrealized +259.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $1,470 Shares 20,139 Est. Cost $53.49 Unrealized +40.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,467 Shares 28,430 Est. Cost $33.17 Unrealized +45.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1,419 Shares 10,594 Est. Cost $83.09 Unrealized +27.0%
QLD PROSHARES TR 0.0%
Value ($000) $1,415 Shares 10,311 Est. Cost $43.70 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1,410 Shares 33,558 Est. Cost $28.64 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,351 Shares 46,414 Est. Cost $35.65 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,340 Shares 8,260 Est. Cost $82.61 Unrealized +99.9%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $1,293 Shares 5,297 Est. Cost $183.18 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1,251 Shares 7,520 Est. Cost $127.67 Unrealized +23.1%
IVW ISHARES TR 0.0%
Value ($000) $1,224 Shares 10,143 Est. Cost $59.76 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1,221 Shares 6,643 Est. Cost $160.14 Unrealized +20.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,190 Shares 5,845 Est. Cost $166.91 Unrealized +14.7%
SO SOUTHERN CO 0.0%
Value ($000) $1,188 Shares 12,534 Est. Cost $62.57 Unrealized +47.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1,185 Shares 1,488 Est. Cost $321.82 Unrealized +128.3%
IYW ISHARES TR 0.0%
Value ($000) $1,174 Shares 5,992 Est. Cost $87.74 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,141 Shares 15,121 Est. Cost $71.92 Unrealized +0.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $1,129 Shares 1,894 Est. Cost $466.26 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $1,128 Shares 17,290 Est. Cost $83.54 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,127 Shares 5,354 Est. Cost $180.51 Unrealized +14.7%
IWR ISHARES TR 0.0%
Value ($000) $1,094 Shares 11,329 Est. Cost $67.71 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,079 Shares 40,974 Est. Cost $27.16 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,065 Shares 8,603 Est. Cost $88.49 Unrealized +35.4%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $1,063 Shares 2,500 Est. Cost $138.87 Unrealized +160.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1,060 Shares 4,085 Est. Cost $135.14 Unrealized +99.9%
SOXX ISHARES TR 0.0%
Value ($000) $1,060 Shares 3,909 Est. Cost $256.35 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $1,056 Shares 10,626 Est. Cost $113.19 Unrealized -1.3%
IJR ISHARES TR 0.0%
Value ($000) $1,023 Shares 8,612 Est. Cost $103.44 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,014 Shares 2,125 Est. Cost $263.53 Unrealized +61.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $1,013 Shares 2,741 Est. Cost $366.32 Unrealized +5.0%
AMGN AMGEN INC 0.0%
Value ($000) $1,013 Shares 3,589 Est. Cost $243.12 Unrealized +17.9%
T AT&T INC 0.0%
Value ($000) $1,006 Shares 35,615 Est. Cost $17.00 Unrealized +65.1%
BX BLACKSTONE INC 0.0%
Value ($000) $982 Shares 5,745 Est. Cost $107.95 Unrealized +57.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $979 Shares 42,046 Est. Cost $23.68 Unrealized -2.3%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $951 Shares 3,237 Est. Cost $209.10 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $931 Shares 23,168 Est. Cost $29.41 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $929 Shares 4,685 Est. Cost $229.68 Unrealized -13.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $919 Shares 3,836 Est. Cost $144.23 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $919 Shares 2,111 Est. Cost $289.76 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $918 Shares 6,667 Est. Cost $112.05 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $911 Shares 16,915 Est. Cost $35.20 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $907 Shares 2,802 Est. Cost $127.91 Unrealized +159.6%
NOW SERVICENOW INC 0.0%
Value ($000) $900 Shares 978 Est. Cost $188.66 Unrealized -1.0%
IWM ISHARES TR 0.0%
Value ($000) $879 Shares 3,632 Est. Cost $181.24 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $855 Shares 2,777 Est. Cost $178.20 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $853 Shares 12,680 Est. Cost $48.94 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $845 Shares 2,396 Est. Cost $420.77 Unrealized -14.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $820 Shares 2,492 Est. Cost $105.61 Unrealized +205.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $816 Shares 3,308 Est. Cost $278.28 Unrealized -6.3%
OXM OXFORD INDS INC 0.0%
Value ($000) $815 Shares 20,095 Est. Cost $88.85 Unrealized -51.2%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $809 Shares 14,624 Est. Cost $42.20 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $806 Shares 2,708 Est. Cost $230.95 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $803 Shares 7,157 Est. Cost $69.77 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $801 Shares 12,119 Est. Cost $37.32 Unrealized +64.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $796 Shares 5,721 Est. Cost $136.63 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $795 Shares 5,506 Est. Cost $135.85 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $790 Shares 19,116 Est. Cost $33.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $788 Shares 4,869 Est. Cost $88.68 Unrealized +82.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $787 Shares 4,219 Est. Cost $151.00 Unrealized
DE DEERE & CO 0.0%
Value ($000) $779 Shares 1,703 Est. Cost $391.72 Unrealized +25.0%
DVY ISHARES TR 0.0%
Value ($000) $774 Shares 5,448 Est. Cost $120.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $767 Shares 11,565 Est. Cost $56.69 Unrealized +19.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $761 Shares 1,642 Est. Cost $401.41 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $759 Shares 6,633 Est. Cost $94.91 Unrealized +23.3%
USMV ISHARES TR 0.0%
Value ($000) $748 Shares 7,866 Est. Cost $72.10 Unrealized
MMM 3M CO 0.0%
Value ($000) $748 Shares 4,819 Est. Cost $91.23 Unrealized +67.8%
PFE PFIZER INC 0.0%
Value ($000) $744 Shares 29,181 Est. Cost $38.51 Unrealized -37.3%
HSY HERSHEY CO 0.0%
Value ($000) $742 Shares 3,968 Est. Cost $210.46 Unrealized -14.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $739 Shares 3,679 Est. Cost $139.89 Unrealized +39.9%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $735 Shares 5,047 Est. Cost $102.84 Unrealized +25.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $734 Shares 17,106 Est. Cost $50.83 Unrealized -10.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $733 Shares 12,022 Est. Cost $35.91 Unrealized +54.7%
GEV GE VERNOVA INC 0.0%
Value ($000) $732 Shares 1,191 Est. Cost $189.57 Unrealized +219.4%
LOW LOWES COS INC 0.0%
Value ($000) $723 Shares 2,878 Est. Cost $204.38 Unrealized +19.5%
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $717 Shares 13,475 Est. Cost $52.02 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $702 Shares 4,856 Est. Cost $80.51 Unrealized +64.3%
BA BOEING CO 0.0%
Value ($000) $682 Shares 3,161 Est. Cost $164.26 Unrealized +37.3%
MRK MERCK & CO INC 0.0%
Value ($000) $671 Shares 7,989 Est. Cost $93.30 Unrealized -13.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $666 Shares 1,170 Est. Cost $375.33 Unrealized +52.8%
VSEC VSE CORP 0.0%
Value ($000) $665 Shares 4,000 Est. Cost $53.79 Unrealized +183.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $660 Shares 7,878 Est. Cost $50.82 Unrealized +58.4%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $649 Shares 4,637 Est. Cost $125.56 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $649 Shares 1,333 Est. Cost $496.65 Unrealized +7.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $629 Shares 6,587 Est. Cost $64.59 Unrealized +46.4%
MASS 908 DEVICES INC 0.0%
Value ($000) $627 Shares 71,629 Est. Cost $6.64 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $621 Shares 1,869 Est. Cost $164.16 Unrealized +92.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $619 Shares 5,499 Est. Cost $98.84 Unrealized +9.5%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $613 Shares 3,514 Est. Cost $141.37 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $611 Shares 7,265 Est. Cost $79.55 Unrealized +12.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $607 Shares 2,535 Est. Cost $144.47 Unrealized +66.3%
C CITIGROUP INC 0.0%
Value ($000) $592 Shares 5,835 Est. Cost $45.64 Unrealized +106.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $592 Shares 1,937 Est. Cost $203.70 Unrealized +33.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $587 Shares 3,951 Est. Cost $86.15 Unrealized +57.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $578 Shares 14,754 Est. Cost $61.24 Unrealized -26.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $572 Shares 1,166 Est. Cost $342.51 Unrealized +32.8%
KKR KKR & CO INC 0.0%
Value ($000) $558 Shares 4,291 Est. Cost $116.65 Unrealized +21.4%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $545 Shares 8,188 Est. Cost $137.85 Unrealized -44.1%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $539 Shares 2,121 Est. Cost $201.65 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $534 Shares 6,316 Est. Cost $87.03 Unrealized +1.8%
IXJ ISHARES TR 0.0%
Value ($000) $532 Shares 6,000 Est. Cost $88.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $523 Shares 3,710 Est. Cost $123.89 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $520 Shares 800 Est. Cost $289.03 Unrealized +109.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $520 Shares 2,353 Est. Cost $160.09 Unrealized +39.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $510 Shares 3,305 Est. Cost $105.84 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $507 Shares 5,671 Est. Cost $88.16 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $506 Shares 7,466 Est. Cost $45.88 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $505 Shares 4,521 Est. Cost $74.03 Unrealized +40.7%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $498 Shares 6,695 Est. Cost $73.42 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $498 Shares 2,240 Est. Cost $222.17 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $495 Shares 5,236 Est. Cost $106.14 Unrealized -12.1%
GIB CGI INC 0.0%
Value ($000) $488 Shares 5,478 Est. Cost $108.62 Unrealized -11.1%
UDOW PROSHARES TR 0.0%
Value ($000) $482 Shares 4,501 Est. Cost $68.89 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $477 Shares 15,173 Est. Cost $32.30 Unrealized +2.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $474 Shares 15,220 Est. Cost $17.05 Unrealized +80.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $469 Shares 7,508 Est. Cost $58.82 Unrealized +7.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $462 Shares 10,113 Est. Cost $37.20 Unrealized +19.2%
NKE NIKE INC 0.0%
Value ($000) $460 Shares 6,601 Est. Cost $90.42 Unrealized -18.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $460 Shares 1,566 Est. Cost $227.58 Unrealized +30.9%
USB US BANCORP DEL 0.0%
Value ($000) $457 Shares 9,446 Est. Cost $46.63 Unrealized -0.6%
EVUS ISHARES TR 0.0%
Value ($000) $454 Shares 14,425 Est. Cost $28.90 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $451 Shares 10,638 Est. Cost $25.52 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $447 Shares 5,840 Est. Cost $48.43 Unrealized +44.5%
ITOT ISHARES TR 0.0%
Value ($000) $445 Shares 3,055 Est. Cost $124.61 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $434 Shares 2,153 Est. Cost $160.09 Unrealized +27.4%
INTC INTEL CORP 0.0%
Value ($000) $432 Shares 12,886 Est. Cost $27.47 Unrealized -11.8%
UWM PROSHARES TR 0.0%
Value ($000) $431 Shares 9,288 Est. Cost $33.67 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $427 Shares 6,216 Est. Cost $22.38 Unrealized +97.5%
LIN LINDE PLC 0.0%
Value ($000) $425 Shares 895 Est. Cost $337.47 Unrealized +39.5%
NEM NEWMONT CORP 0.0%
Value ($000) $425 Shares 5,036 Est. Cost $43.26 Unrealized +60.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $416 Shares 9,225 Est. Cost $64.21 Unrealized -29.1%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $411 Shares 5,673 Est. Cost $41.61 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $407 Shares 12,211 Est. Cost $26.65 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $399 Shares 93 Est. Cost $2898.42 Unrealized +38.4%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $398 Shares 7,500 Est. Cost $53.08 Unrealized
BSVO EA SERIES TRUST 0.0%
Value ($000) $394 Shares 17,415 Est. Cost $21.27 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $393 Shares 15,079 Est. Cost $26.37 Unrealized +7.6%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $384 Shares 4,076 Est. Cost $93.11 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $379 Shares 2,331 Est. Cost $100.35 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $378 Shares 3,003 Est. Cost $141.42 Unrealized -12.6%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $378 Shares 8,480 Est. Cost $56.23 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $377 Shares 5,178 Est. Cost $49.70 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $372 Shares 2,207 Est. Cost $153.59 Unrealized +15.7%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $371 Shares 1,806 Est. Cost $88.04 Unrealized +121.5%
DOCU DOCUSIGN INC 0.0%
Value ($000) $370 Shares 5,133 Est. Cost $79.85 Unrealized -3.5%
IEUR ISHARES TR 0.0%
Value ($000) $364 Shares 5,348 Est. Cost $57.85 Unrealized
USTB VICTORY PORTFOLIOS II 0.0%
Value ($000) $363 Shares 7,124 Est. Cost $48.92 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $359 Shares 8,360 Est. Cost $31.27 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $353 Shares 3,241 Est. Cost $83.95 Unrealized +20.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $350 Shares 3,855 Est. Cost $56.82 Unrealized +57.8%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $346 Shares 6,022 Est. Cost $53.00 Unrealized
MZTI MARZETTI COMPANY 0.0%
Value ($000) $346 Shares 2,002 Est. Cost $190.01 Unrealized -5.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $343 Shares 7,422 Est. Cost $37.92 Unrealized +18.1%
GL GLOBE LIFE INC 0.0%
Value ($000) $343 Shares 2,400 Est. Cost $94.86 Unrealized +42.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $337 Shares 1,631 Est. Cost $188.34 Unrealized +7.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $336 Shares 5,363 Est. Cost $42.13 Unrealized +46.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $334 Shares 19,599 Est. Cost $14.65 Unrealized +9.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $333 Shares 2,418 Est. Cost $114.60 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $329 Shares 459 Est. Cost $556.87 Unrealized +36.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $329 Shares 1,571 Est. Cost $149.48 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $328 Shares 950 Est. Cost $227.50 Unrealized +41.6%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $328 Shares 7,667 Est. Cost $30.74 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $327 Shares 1,379 Est. Cost $274.39 Unrealized -8.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $327 Shares 1,953 Est. Cost $93.22 Unrealized +37.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $324 Shares 4,057 Est. Cost $70.32 Unrealized +20.4%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $322 Shares 2,253 Est. Cost $91.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $320 Shares 1,147 Est. Cost $231.74 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $318 Shares 2,945 Est. Cost $89.81 Unrealized +11.9%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $316 Shares 1,586 Est. Cost $140.03 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $316 Shares 3,786 Est. Cost $53.04 Unrealized +56.0%
PSX PHILLIPS 66 0.0%
Value ($000) $313 Shares 2,298 Est. Cost $105.71 Unrealized +19.6%
FVCB FVCBANKCORP INC 0.0%
Value ($000) $312 Shares 24,088 Est. Cost $15.52 Unrealized -16.2%
URTH ISHARES INC 0.0%
Value ($000) $308 Shares 1,698 Est. Cost $135.09 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $308 Shares 11,430 Est. Cost $27.23 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $307 Shares 615 Est. Cost $443.01 Unrealized +9.1%
EXC EXELON CORP 0.0%
Value ($000) $300 Shares 6,667 Est. Cost $36.74 Unrealized +18.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $300 Shares 704 Est. Cost $358.58 Unrealized +7.8%
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $295 Shares 7,188 Est. Cost $35.33 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $290 Shares 5,078 Est. Cost $50.17 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $290 Shares 3,324 Est. Cost $71.19 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $287 Shares 642 Est. Cost $549.32 Unrealized -12.6%
SHV ISHARES TR 0.0%
Value ($000) $284 Shares 2,566 Est. Cost $110.06 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $283 Shares 943 Est. Cost $205.15 Unrealized +34.6%
IYE ISHARES TR 0.0%
Value ($000) $280 Shares 5,888 Est. Cost $47.55 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $276 Shares 51 Est. Cost $4822.10 Unrealized +15.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $276 Shares 2,068 Est. Cost $131.37 Unrealized +7.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $275 Shares 1,319 Est. Cost $208.71 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $274 Shares 208 Est. Cost $1012.10 Unrealized +34.8%
PPL PPL CORP 0.0%
Value ($000) $271 Shares 7,291 Est. Cost $35.43 Unrealized 0.0%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $269 Shares 36,199 Est. Cost $6.53 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $269 Shares 4,025 Est. Cost $74.83 Unrealized -7.7%
SHEL SHELL PLC 0.0%
Value ($000) $269 Shares 3,760 Est. Cost $63.53 Unrealized
COAL EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $268 Shares 12,000 Est. Cost $17.29 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $267 Shares 4,320 Est. Cost $46.71 Unrealized +29.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $262 Shares 4,582 Est. Cost $57.10 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $259 Shares 4,339 Est. Cost $45.58 Unrealized +48.4%
XPO XPO INC 0.0%
Value ($000) $259 Shares 2,002 Est. Cost $107.81 Unrealized +20.4%
OKLO OKLO INC 0.0%
Value ($000) $253 Shares 2,267 Est. Cost $78.30 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $252 Shares 551 Est. Cost $410.93 Unrealized +9.1%
INDIA FD INC 0.0%
Value ($000) $252 Shares 17,180 Est. Cost $15.76 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $251 Shares 2,140 Est. Cost $117.13 Unrealized -1.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $248 Shares 9,400 Est. Cost $23.73 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $243 Shares 251 Est. Cost $968.22 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $243 Shares 5,090 Est. Cost $45.77 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $240 Shares 1,770 Est. Cost $115.51 Unrealized +21.6%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $239 Shares 9,627 Est. Cost $27.58 Unrealized -8.7%
CMI CUMMINS INC 0.0%
Value ($000) $237 Shares 560 Est. Cost $380.68 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $236 Shares 2,359 Est. Cost $106.77 Unrealized -1.5%
FNV FRANCO NEV CORP 0.0%
Value ($000) $231 Shares 1,037 Est. Cost $180.19 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $229 Shares 2,779 Est. Cost $72.24 Unrealized +7.8%
IQLT ISHARES TR 0.0%
Value ($000) $227 Shares 5,146 Est. Cost $43.29 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $227 Shares 987 Est. Cost $214.86 Unrealized +5.8%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $226 Shares 3,648 Est. Cost $57.27 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $226 Shares 1,513 Est. Cost $149.09 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $221 Shares 5,946 Est. Cost $36.49 Unrealized +2.2%
MS MORGAN STANLEY 0.0%
Value ($000) $220 Shares 1,385 Est. Cost $146.45 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $215 Shares 1,668 Est. Cost $145.64 Unrealized -1.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $214 Shares 766 Est. Cost $260.70 Unrealized +2.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $214 Shares 1,664 Est. Cost $120.55 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $211 Shares 577 Est. Cost $365.48 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $211 Shares 2,065 Est. Cost $94.72 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 421 Est. Cost $511.93 Unrealized +3.8%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $210 Shares 2,000 Est. Cost $104.96 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $210 Shares 889 Est. Cost $176.15 Unrealized +29.6%
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $207 Shares 3,972 Est. Cost $52.23 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $206 Shares 2,805 Est. Cost $73.46 Unrealized
KEY KEYCORP 0.0%
Value ($000) $205 Shares 10,951 Est. Cost $9.26 Unrealized +96.4%
FCN FTI CONSULTING INC 0.0%
Value ($000) $205 Shares 1,266 Est. Cost $166.90 Unrealized -0.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $203 Shares 1,550 Est. Cost $109.13 Unrealized +24.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $201 Shares 2,588 Est. Cost $74.58 Unrealized +4.8%
IDN INTELLICHECK INC 0.0%
Value ($000) $180 Shares 34,530 Est. Cost $2.42 Unrealized +117.3%
PCG PG&E CORP 0.0%
Value ($000) $178 Shares 11,778 Est. Cost $16.94 Unrealized -14.3%
TLS TELOS CORP MD 0.0%
Value ($000) $145 Shares 21,127 Est. Cost $3.28 Unrealized +45.6%
FBYD FALCONS BEYOND GLOBAL INC 0.0%
Value ($000) $114 Shares 10,313 Est. Cost $6.91 Unrealized +15.8%
ESRT EMPIRE ST RLTY TR INC 0.0%
Value ($000) $92 Shares 12,000 Est. Cost $9.38 Unrealized
WYY WIDEPOINT CORP 0.0%
Value ($000) $87 Shares 17,500 Est. Cost $3.58 Unrealized +13.2%
PLUG PLUG POWER INC 0.0%
Value ($000) $58 Shares 25,000 Est. Cost $2.18 Unrealized -22.3%
VERU VERU INC 0.0%
Value ($000) $47 Shares 12,389 Est. Cost $4.32 Unrealized 0.0%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $31 Shares 11,615 Est. Cost $2.38 Unrealized -18.7%
SENSEONICS HLDGS INC 0.0%
Value ($000) $17 Shares 40,000 Est. Cost $0.51 Unrealized