Richard W. Paul & Associates, LLC Diversified Active

CIK: 0001964203 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 12, 2023

Total Value ($000): $218,618 (100.0% shares, 0.0% debt)

Holdings (510)

BIL SPDR SER TR 6.2%
Value ($000) $13,624 Shares 148,374 Est. Cost $91.68 Unrealized
IUSV ISHARES TR 4.5%
Value ($000) $9,880 Shares 132,399 Est. Cost $71.03 Unrealized
IUSG ISHARES TR 4.4%
Value ($000) $9,702 Shares 102,305 Est. Cost $82.79 Unrealized
TLT ISHARES TR 4.0%
Value ($000) $8,783 Shares 99,035 Est. Cost $90.77 Unrealized
IJR ISHARES TR 3.4%
Value ($000) $7,365 Shares 78,081 Est. Cost $94.79 Unrealized
IEFA ISHARES TR 2.8%
Value ($000) $6,224 Shares 96,721 Est. Cost $62.16 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $5,567 Shares 15,539 Est. Cost $266.28 Unrealized
SPSB SPDR SER TR 2.4%
Value ($000) $5,232 Shares 178,457 Est. Cost $29.36 Unrealized
AGG ISHARES TR 2.1%
Value ($000) $4,627 Shares 49,198 Est. Cost $94.07 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $3,992 Shares 23,318 Est. Cost $141.26 Unrealized +28.4%
XLV SELECT SECTOR SPDR TR 1.8%
Value ($000) $3,833 Shares 29,777 Est. Cost $132.35 Unrealized
EFA ISHARES TR 1.6%
Value ($000) $3,499 Shares 50,766 Est. Cost $68.10 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $3,497 Shares 73,479 Est. Cost $47.03 Unrealized
SPYG SPDR SER TR 1.6%
Value ($000) $3,471 Shares 58,551 Est. Cost $50.67 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,345 Shares 10,592 Est. Cost $235.04 Unrealized +38.1%
IVV ISHARES TR 1.3%
Value ($000) $2,909 Shares 6,774 Est. Cost $386.61 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 1.3%
Value ($000) $2,868 Shares 27,576 Est. Cost $101.80 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,620 Shares 59,238 Est. Cost $45.73 Unrealized
XLP SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,518 Shares 36,591 Est. Cost $71.64 Unrealized
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,490 Shares 15,192 Est. Cost $129.34 Unrealized
ANGL VANECK ETF TRUST 1.0%
Value ($000) $2,153 Shares 79,551 Est. Cost $27.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,148 Shares 15,160 Est. Cost $143.87 Unrealized
SCZ ISHARES TR 1.0%
Value ($000) $2,143 Shares 37,943 Est. Cost $56.75 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $2,056 Shares 27,893 Est. Cost $75.06 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,926 Shares 11,965 Est. Cost $140.95 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,752 Shares 44,662 Est. Cost $38.96 Unrealized
IAGG ISHARES TR 0.8%
Value ($000) $1,752 Shares 35,912 Est. Cost $47.63 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,740 Shares 32,492 Est. Cost $54.47 Unrealized
EEM ISHARES TR 0.8%
Value ($000) $1,694 Shares 44,630 Est. Cost $38.35 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,655 Shares 9,365 Est. Cost $176.71 Unrealized
ISTB ISHARES TR 0.7%
Value ($000) $1,634 Shares 35,240 Est. Cost $46.49 Unrealized
SPYM SPDR SER TR 0.7%
Value ($000) $1,601 Shares 31,853 Est. Cost $45.03 Unrealized
EMXC ISHARES INC 0.7%
Value ($000) $1,481 Shares 29,725 Est. Cost $49.33 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,479 Shares 11,221 Est. Cost $96.46 Unrealized +33.8%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,446 Shares 11,379 Est. Cost $99.09 Unrealized +35.2%
ADBE ADOBE INC 0.7%
Value ($000) $1,428 Shares 2,801 Est. Cost $323.02 Unrealized +62.4%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,415 Shares 3,309 Est. Cost $396.21 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,360 Shares 13,419 Est. Cost $99.76 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,320 Shares 8,854 Est. Cost $137.09 Unrealized -1.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,278 Shares 27,231 Est. Cost $42.23 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1,256 Shares 4,183 Est. Cost $120.02 Unrealized +149.3%
DSTL ETF SER SOLUTIONS 0.6%
Value ($000) $1,254 Shares 28,085 Est. Cost $40.88 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,164 Shares 7,898 Est. Cost $147.34 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,161 Shares 7,455 Est. Cost $155.82 Unrealized -1.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,158 Shares 8,849 Est. Cost $94.45 Unrealized +35.9%
AVGO BROADCOM INC 0.5%
Value ($000) $1,135 Shares 1,366 Est. Cost $48.23 Unrealized +74.1%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,132 Shares 2,834 Est. Cost $444.21 Unrealized -1.6%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,129 Shares 20,996 Est. Cost $41.67 Unrealized +20.7%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,114 Shares 1,971 Est. Cost $470.84 Unrealized +13.0%
COIN COINBASE GLOBAL INC 0.5%
Value ($000) $1,102 Shares 14,679 Est. Cost $53.61 Unrealized +57.2%
ZTS ZOETIS INC 0.5%
Value ($000) $1,094 Shares 6,288 Est. Cost $147.93 Unrealized +19.6%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,091 Shares 18,661 Est. Cost $75.42 Unrealized -13.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,083 Shares 2,489 Est. Cost $15.04 Unrealized +197.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,053 Shares 2,088 Est. Cost $496.94 Unrealized -5.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,041 Shares 7,137 Est. Cost $130.83 Unrealized +10.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,016 Shares 21,513 Est. Cost $47.42 Unrealized
ALB ALBEMARLE CORP 0.5%
Value ($000) $1,016 Shares 5,973 Est. Cost $198.72 Unrealized -3.7%
JNK SPDR SER TR 0.5%
Value ($000) $1,009 Shares 11,158 Est. Cost $92.02 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $998 Shares 9,694 Est. Cost $93.13 Unrealized +7.2%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $994 Shares 6,853 Est. Cost $118.76 Unrealized +19.8%
NFLX NETFLIX INC 0.4%
Value ($000) $969 Shares 2,566 Est. Cost $28.18 Unrealized +50.4%
HD HOME DEPOT INC 0.4%
Value ($000) $969 Shares 3,206 Est. Cost $281.93 Unrealized +7.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $957 Shares 29,535 Est. Cost $30.46 Unrealized -4.8%
TWLO TWILIO INC 0.4%
Value ($000) $927 Shares 15,839 Est. Cost $58.26 Unrealized +7.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $923 Shares 9,970 Est. Cost $82.07 Unrealized +5.0%
PFE PFIZER INC 0.4%
Value ($000) $912 Shares 27,497 Est. Cost $37.82 Unrealized -19.2%
TSLA TESLA INC 0.4%
Value ($000) $909 Shares 3,633 Est. Cost $189.34 Unrealized +35.7%
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $905 Shares 13,802 Est. Cost $57.34 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $886 Shares 8,621 Est. Cost $72.32 Unrealized +50.1%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $884 Shares 2,232 Est. Cost $327.11 Unrealized +21.1%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $852 Shares 25,693 Est. Cost $33.50 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $804 Shares 18,393 Est. Cost $41.97 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $797 Shares 435 Est. Cost $29.97 Unrealized +30.1%
ORCL ORACLE CORP 0.4%
Value ($000) $796 Shares 7,514 Est. Cost $80.09 Unrealized +40.8%
BYLD ISHARES TR 0.4%
Value ($000) $796 Shares 37,224 Est. Cost $21.64 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $788 Shares 3,176 Est. Cost $223.82 Unrealized -1.6%
WMT WALMART INC 0.4%
Value ($000) $772 Shares 4,827 Est. Cost $45.99 Unrealized +12.7%
T AT&T INC 0.3%
Value ($000) $762 Shares 50,741 Est. Cost $14.58 Unrealized -11.1%
ROKU ROKU INC 0.3%
Value ($000) $758 Shares 10,742 Est. Cost $54.36 Unrealized +42.5%
XLSR SSGA ACTIVE TR 0.3%
Value ($000) $746 Shares 18,082 Est. Cost $38.91 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $743 Shares 11,268 Est. Cost $50.85 Unrealized +18.5%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $743 Shares 2,728 Est. Cost $213.10 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $725 Shares 9,765 Est. Cost $72.65 Unrealized
INTU INTUIT 0.3%
Value ($000) $716 Shares 1,402 Est. Cost $394.20 Unrealized +26.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $696 Shares 5,046 Est. Cost $140.40 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $665 Shares 15,807 Est. Cost $35.36 Unrealized +3.0%
KO COCA COLA CO 0.3%
Value ($000) $660 Shares 11,798 Est. Cost $55.05 Unrealized +1.2%
MCHI ISHARES TR 0.3%
Value ($000) $645 Shares 14,893 Est. Cost $44.81 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $645 Shares 3,804 Est. Cost $161.20 Unrealized +3.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $642 Shares 7,038 Est. Cost $88.47 Unrealized +4.5%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $627 Shares 18,665 Est. Cost $33.25 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $622 Shares 14,016 Est. Cost $45.09 Unrealized
MMM 3M CO 0.3%
Value ($000) $621 Shares 6,629 Est. Cost $82.74 Unrealized -3.9%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $604 Shares 19,493 Est. Cost $29.69 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $604 Shares 22,070 Est. Cost $31.44 Unrealized -11.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $568 Shares 9,920 Est. Cost $72.68 Unrealized -11.4%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $509 Shares 4,205 Est. Cost $95.61 Unrealized +18.8%
INTC INTEL CORP 0.2%
Value ($000) $503 Shares 14,148 Est. Cost $27.12 Unrealized +26.2%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $501 Shares 1,369 Est. Cost $327.98 Unrealized +17.7%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $497 Shares 1,700 Est. Cost $244.05 Unrealized +28.0%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $496 Shares 1,624 Est. Cost $209.10 Unrealized +65.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $494 Shares 1,875 Est. Cost $247.44 Unrealized +8.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $490 Shares 3,141 Est. Cost $149.72 Unrealized +1.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $489 Shares 910 Est. Cost $345.43 Unrealized +46.7%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $488 Shares 7,086 Est. Cost $43.87 Unrealized +30.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $482 Shares 1,890 Est. Cost $224.77 Unrealized +16.7%
SPYV SPDR SER TR 0.2%
Value ($000) $473 Shares 11,475 Est. Cost $40.06 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $471 Shares 9,394 Est. Cost $50.15 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $462 Shares 4,865 Est. Cost $82.19 Unrealized +2.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $454 Shares 7,818 Est. Cost $63.14 Unrealized -13.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $448 Shares 1,095 Est. Cost $415.94 Unrealized -0.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $440 Shares 3,961 Est. Cost $109.82 Unrealized +0.2%
V VISA INC 0.2%
Value ($000) $437 Shares 1,901 Est. Cost $197.37 Unrealized +19.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $425 Shares 2,675 Est. Cost $153.22 Unrealized +3.7%
MCK MCKESSON CORP 0.2%
Value ($000) $424 Shares 976 Est. Cost $366.90 Unrealized +13.6%
IWY ISHARES TR 0.2%
Value ($000) $423 Shares 2,749 Est. Cost $120.55 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $421 Shares 1,983 Est. Cost $191.19 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $413 Shares 11,183 Est. Cost $37.23 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $398 Shares 1,297 Est. Cost $264.24 Unrealized +15.2%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $396 Shares 1,017 Est. Cost $276.15 Unrealized +41.7%
MPC MARATHON PETE CORP 0.2%
Value ($000) $363 Shares 2,400 Est. Cost $114.72 Unrealized +15.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $360 Shares 4,159 Est. Cost $19.55 Unrealized +12.3%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $357 Shares 2,170 Est. Cost $185.00 Unrealized -9.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $352 Shares 2,916 Est. Cost $113.45 Unrealized +3.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $351 Shares 7,917 Est. Cost $31.00 Unrealized +33.9%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $348 Shares 9,342 Est. Cost $13.35 Unrealized +146.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $340 Shares 4,359 Est. Cost $69.49 Unrealized +13.3%
DTE DTE ENERGY CO 0.2%
Value ($000) $338 Shares 3,401 Est. Cost $101.47 Unrealized -2.7%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $330 Shares 1,814 Est. Cost $191.04 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $322 Shares 4,350 Est. Cost $78.26 Unrealized 0.0%
ENVIVA INC 0.1%
Value ($000) $321 Shares 42,992 Est. Cost $7.47 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $321 Shares 4,624 Est. Cost $58.01 Unrealized +15.9%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $319 Shares 1,624 Est. Cost $193.49 Unrealized +0.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $318 Shares 1,165 Est. Cost $260.81 Unrealized +0.3%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $307 Shares 7,199 Est. Cost $39.39 Unrealized +6.2%
SYY SYSCO CORP 0.1%
Value ($000) $305 Shares 4,622 Est. Cost $68.78 Unrealized -2.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $299 Shares 7,311 Est. Cost $40.82 Unrealized -0.3%
FISV FISERV INC 0.1%
Value ($000) $296 Shares 2,616 Est. Cost $99.59 Unrealized +23.7%
PIONEER NAT RES CO 0.1%
Value ($000) $295 Shares 1,286 Est. Cost $228.06 Unrealized
KR KROGER CO 0.1%
Value ($000) $294 Shares 6,569 Est. Cost $44.90 Unrealized -0.6%
CRM SALESFORCE INC 0.1%
Value ($000) $291 Shares 1,437 Est. Cost $201.68 Unrealized +5.8%
TPR TAPESTRY INC 0.1%
Value ($000) $290 Shares 10,098 Est. Cost $31.74 Unrealized +8.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $289 Shares 1,937 Est. Cost $142.37 Unrealized +11.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $286 Shares 4,814 Est. Cost $45.03 Unrealized +25.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $283 Shares 1,440 Est. Cost $213.73 Unrealized +1.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $279 Shares 640 Est. Cost $455.20 Unrealized -4.1%
WDAY WORKDAY INC 0.1%
Value ($000) $266 Shares 1,239 Est. Cost $161.11 Unrealized +43.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $258 Shares 6,575 Est. Cost $39.10 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $247 Shares 8,620 Est. Cost $27.52 Unrealized +10.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $245 Shares 1,244 Est. Cost $220.37 Unrealized -7.0%
QAI INDEXIQ ETF TR 0.1%
Value ($000) $242 Shares 8,073 Est. Cost $28.54 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $231 Shares 10,372 Est. Cost $24.85 Unrealized -7.7%
F FORD MTR CO DEL 0.1%
Value ($000) $228 Shares 18,337 Est. Cost $10.29 Unrealized +7.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $215 Shares 1,098 Est. Cost $174.20 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $214 Shares 2,978 Est. Cost $88.64 Unrealized -8.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $210 Shares 3,980 Est. Cost $47.13 Unrealized +11.3%
SJNK SPDR SER TR 0.1%
Value ($000) $205 Shares 8,364 Est. Cost $24.70 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $200 Shares 3,447 Est. Cost $69.04 Unrealized -13.9%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $199 Shares 4,151 Est. Cost $47.50 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $193 Shares 1,023 Est. Cost $183.83 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $188 Shares 1,571 Est. Cost $109.40 Unrealized -1.4%
SPMD SPDR SER TR 0.1%
Value ($000) $185 Shares 4,225 Est. Cost $42.50 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $180 Shares 2,391 Est. Cost $75.28 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $177 Shares 3,883 Est. Cost $50.96 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $173 Shares 5,927 Est. Cost $29.65 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $169 Shares 1,164 Est. Cost $141.69 Unrealized -0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $156 Shares 2,121 Est. Cost $74.95 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $153 Shares 138 Est. Cost $1338.52 Unrealized -8.5%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $140 Shares 9,654 Est. Cost $16.00 Unrealized -2.2%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $139 Shares 2,613 Est. Cost $57.70 Unrealized +2.6%
SPTM SPDR SER TR 0.1%
Value ($000) $133 Shares 2,525 Est. Cost $48.73 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $116 Shares 2,751 Est. Cost $43.92 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $116 Shares 1,155 Est. Cost $98.65 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $109 Shares 720 Est. Cost $151.60 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $103 Shares 1,022 Est. Cost $100.69 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $102 Shares 2,876 Est. Cost $33.53 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $99 Shares 2,272 Est. Cost $45.34 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $96 Shares 558 Est. Cost $182.21 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $94 Shares 2,250 Est. Cost $40.90 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $92 Shares 1,273 Est. Cost $74.06 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $91 Shares 1,704 Est. Cost $48.87 Unrealized
AFIF TWO RDS SHARED TR 0.0%
Value ($000) $90 Shares 10,156 Est. Cost $8.76 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $90 Shares 1,699 Est. Cost $49.92 Unrealized -4.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $90 Shares 256 Est. Cost $300.82 Unrealized +17.9%
HFND TIDAL ETF TR 0.0%
Value ($000) $84 Shares 4,172 Est. Cost $20.38 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $83 Shares 1,236 Est. Cost $71.94 Unrealized
FISR SSGA ACTIVE TR 0.0%
Value ($000) $82 Shares 3,332 Est. Cost $25.60 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $82 Shares 3,436 Est. Cost $24.11 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $80 Shares 517 Est. Cost $151.85 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $80 Shares 4,041 Est. Cost $20.56 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $77 Shares 1,610 Est. Cost $43.99 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $71 Shares 689 Est. Cost $106.44 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $71 Shares 2,728 Est. Cost $29.03 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $68 Shares 2,224 Est. Cost $26.58 Unrealized
TIPX SPDR SER TR 0.0%
Value ($000) $67 Shares 3,693 Est. Cost $18.79 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $65 Shares 1,632 Est. Cost $34.05 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $64 Shares 1,531 Est. Cost $58.65 Unrealized -28.4%
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 979 Est. Cost $59.63 Unrealized +6.9%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $62 Shares 1,369 Est. Cost $38.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $56 Shares 2,049 Est. Cost $24.73 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $52 Shares 1,562 Est. Cost $31.83 Unrealized
XT ISHARES TR 0.0%
Value ($000) $50 Shares 953 Est. Cost $47.34 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $49 Shares 196 Est. Cost $242.27 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $48 Shares 870 Est. Cost $74.21 Unrealized -21.2%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $47 Shares 362 Est. Cost $137.15 Unrealized
HL HECLA MNG CO 0.0%
Value ($000) $47 Shares 11,915 Est. Cost $4.89 Unrealized -3.1%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $46 Shares 1,076 Est. Cost $48.83 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $46 Shares 502 Est. Cost $82.85 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $45 Shares 721 Est. Cost $55.93 Unrealized +14.5%
IBB ISHARES TR 0.0%
Value ($000) $45 Shares 369 Est. Cost $131.29 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $45 Shares 640 Est. Cost $71.85 Unrealized
PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $45 Shares 1,480 Est. Cost $33.64 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 557 Est. Cost $82.50 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 742 Est. Cost $51.67 Unrealized
TWO RDS SHARED TR 0.0%
Value ($000) $38 Shares 4,508 Est. Cost $8.42 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $36 Shares 1,854 Est. Cost $14.27 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $36 Shares 541 Est. Cost $61.97 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $34 Shares 6,321 Est. Cost $4.65 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 165 Est. Cost $179.76 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $32 Shares 346 Est. Cost $83.70 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $31 Shares 1,541 Est. Cost $21.28 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $29 Shares 769 Est. Cost $34.63 Unrealized +7.3%
BA BOEING CO 0.0%
Value ($000) $28 Shares 148 Est. Cost $163.57 Unrealized +33.8%
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,480 Est. Cost $18.72 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $27 Shares 101 Est. Cost $228.72 Unrealized +1.4%
MET METLIFE INC 0.0%
Value ($000) $27 Shares 428 Est. Cost $64.19 Unrealized -9.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $26 Shares 52 Est. Cost $524.96 Unrealized +0.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $26 Shares 296 Est. Cost $84.97 Unrealized -1.7%
ARKG ARK ETF TR 0.0%
Value ($000) $26 Shares 927 Est. Cost $29.36 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $25 Shares 205 Est. Cost $134.83 Unrealized -1.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $25 Shares 751 Est. Cost $28.20 Unrealized +9.5%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $25 Shares 244 Est. Cost $108.21 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $25 Shares 74 Est. Cost $331.33 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $25 Shares 116 Est. Cost $146.94 Unrealized +42.7%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $25 Shares 362 Est. Cost $61.23 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $24 Shares 256 Est. Cost $72.60 Unrealized +11.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $24 Shares 719 Est. Cost $31.87 Unrealized -4.7%
DTCR GLOBAL X FDS 0.0%
Value ($000) $23 Shares 1,810 Est. Cost $12.51 Unrealized
SNY SANOFI 0.0%
Value ($000) $23 Shares 428 Est. Cost $52.71 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $23 Shares 243 Est. Cost $85.41 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $23 Shares 273 Est. Cost $79.65 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $22 Shares 369 Est. Cost $61.42 Unrealized
BCE BCE INC 0.0%
Value ($000) $22 Shares 581 Est. Cost $35.44 Unrealized -2.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 265 Est. Cost $93.45 Unrealized -10.7%
IGM ISHARES TR 0.0%
Value ($000) $20 Shares 53 Est. Cost $280.00 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $20 Shares 120 Est. Cost $148.72 Unrealized -2.0%
WPC WP CAREY INC 0.0%
Value ($000) $20 Shares 370 Est. Cost $78.15 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $19 Shares 723 Est. Cost $27.07 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $19 Shares 433 Est. Cost $52.91 Unrealized -16.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $19 Shares 805 Est. Cost $24.44 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $18 Shares 736 Est. Cost $24.65 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $18 Shares 288 Est. Cost $30.96 Unrealized +41.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $17 Shares 142 Est. Cost $138.54 Unrealized -16.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 80 Est. Cost $200.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 288 Est. Cost $67.69 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $17 Shares 184 Est. Cost $113.90 Unrealized -20.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $17 Shares 225 Est. Cost $81.19 Unrealized -8.4%
TRP TC ENERGY CORP 0.0%
Value ($000) $17 Shares 489 Est. Cost $36.34 Unrealized -9.9%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $17 Shares 950 Est. Cost $17.69 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $17 Shares 500 Est. Cost $36.08 Unrealized -9.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 180 Est. Cost $86.60 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $16 Shares 291 Est. Cost $58.74 Unrealized
UNILEVER PLC 0.0%
Value ($000) $16 Shares 323 Est. Cost $50.67 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $16 Shares 86 Est. Cost $178.76 Unrealized -2.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 125 Est. Cost $94.51 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $15 Shares 125 Est. Cost $133.49 Unrealized -2.8%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $15 Shares 901 Est. Cost $27.92 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.18 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $14 Shares 460 Est. Cost $39.75 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $14 Shares 1,381 Est. Cost $12.49 Unrealized -19.2%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $14 Shares 1,128 Est. Cost $10.92 Unrealized +24.4%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $14 Shares 149 Est. Cost $47.17 Unrealized -5.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $114.04 Unrealized +46.7%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 83 Est. Cost $158.80 Unrealized
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $13 Shares 298 Est. Cost $39.13 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $13 Shares 457 Est. Cost $37.11 Unrealized -26.9%
BUNGE LIMITED 0.0%
Value ($000) $13 Shares 120 Est. Cost $99.77 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 736 Est. Cost $17.12 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $12 Shares 48 Est. Cost $223.22 Unrealized +15.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $12 Shares 157 Est. Cost $73.83 Unrealized +5.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $12 Shares 154 Est. Cost $70.79 Unrealized -0.2%
DRLL EA SERIES TRUST 0.0%
Value ($000) $11 Shares 378 Est. Cost $29.45 Unrealized
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $11 Shares 290 Est. Cost $38.14 Unrealized -2.0%
AMCOR PLC 0.0%
Value ($000) $11 Shares 1,219 Est. Cost $10.20 Unrealized -14.5%
SPAB SPDR SER TR 0.0%
Value ($000) $11 Shares 457 Est. Cost $25.13 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 120 Est. Cost $113.14 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.30 Unrealized +45.2%
C CITIGROUP INC 0.0%
Value ($000) $10 Shares 251 Est. Cost $41.49 Unrealized -2.5%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 108 Est. Cost $88.04 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $53.77 Unrealized +16.7%
AGNG GLOBAL X FDS 0.0%
Value ($000) $10 Shares 375 Est. Cost $26.18 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 172 Est. Cost $38.88 Unrealized +37.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $9 Shares 287 Est. Cost $35.35 Unrealized -2.0%
IAUM ISHARES GOLD TR 0.0%
Value ($000) $9 Shares 505 Est. Cost $18.21 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 338 Est. Cost $31.01 Unrealized -12.7%
RNG RINGCENTRAL INC 0.0%
Value ($000) $9 Shares 308 Est. Cost $33.52 Unrealized -0.9%
PPL PPL CORP 0.0%
Value ($000) $9 Shares 381 Est. Cost $24.69 Unrealized -3.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $9 Shares 128 Est. Cost $85.94 Unrealized -24.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $9 Shares 100 Est. Cost $88.09 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $9 Shares 30 Est. Cost $298.87 Unrealized -8.7%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $51.66 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $8 Shares 115 Est. Cost $74.69 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $8 Shares 230 Est. Cost $45.32 Unrealized -21.1%
MBB ISHARES TR 0.0%
Value ($000) $8 Shares 92 Est. Cost $92.75 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 562 Est. Cost $17.30 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $8 Shares 160 Est. Cost $52.35 Unrealized -4.2%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 99 Est. Cost $82.73 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $8 Shares 863 Est. Cost $11.46 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.91 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $8 Shares 56 Est. Cost $115.68 Unrealized +4.0%
HANESBRANDS INC 0.0%
Value ($000) $8 Shares 1,966 Est. Cost $6.36 Unrealized
CSX CSX CORP 0.0%
Value ($000) $8 Shares 252 Est. Cost $28.96 Unrealized +5.6%
IXUS ISHARES TR 0.0%
Value ($000) $8 Shares 128 Est. Cost $57.88 Unrealized
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $8 Shares 328 Est. Cost $25.60 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 112 Est. Cost $53.81 Unrealized +23.2%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $7 Shares 49 Est. Cost $28.91 Unrealized +12.4%
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.79 Unrealized +19.1%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $7 Shares 343 Est. Cost $21.26 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $7 Shares 70 Est. Cost $107.83 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $7 Shares 45 Est. Cost $155.58 Unrealized +0.3%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $7 Shares 140 Est. Cost $50.13 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $7 Shares 59 Est. Cost $112.19 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $7 Shares 285 Est. Cost $23.67 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $7 Shares 34 Est. Cost $204.91 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $7 Shares 65 Est. Cost $90.72 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 150 Est. Cost $38.98 Unrealized +9.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 81 Est. Cost $79.30 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $57.77 Unrealized -4.5%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $6 Shares 316 Est. Cost $15.17 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 78 Est. Cost $70.16 Unrealized +17.1%
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 63 Est. Cost $97.62 Unrealized +2.9%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $5 Shares 105 Est. Cost $64.37 Unrealized -18.2%
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.35 Unrealized
KNOP KNOT OFFSHORE PARTNERS LP 0.0%
Value ($000) $5 Shares 784 Est. Cost $7.07 Unrealized -23.3%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 153 Est. Cost $36.95 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $5 Shares 76 Est. Cost $58.50 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $73.45 Unrealized -12.1%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $5 Shares 297 Est. Cost $17.93 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $172.02 Unrealized -7.1%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $85.52 Unrealized +17.7%
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $55.28 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $5 Shares 233 Est. Cost $20.96 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $5 Shares 115 Est. Cost $48.68 Unrealized +0.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $5 Shares 163 Est. Cost $13.92 Unrealized +112.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 80 Est. Cost $55.44 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $382.06 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $448.89 Unrealized +13.8%
PAWZ PROSHARES TR 0.0%
Value ($000) $5 Shares 103 Est. Cost $47.34 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $155.95 Unrealized +18.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 70 Est. Cost $66.01 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 111 Est. Cost $32.24 Unrealized +31.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 260 Est. Cost $15.60 Unrealized
ORANY ORANGE 0.0%
Value ($000) $4 Shares 350 Est. Cost $9.88 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $105.43 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 59 Est. Cost $64.35 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $114.42 Unrealized -31.1%
CDW CDW CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $168.86 Unrealized +14.5%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 50 Est. Cost $64.90 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $95.30 Unrealized +3.1%
HSY HERSHEY CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $217.36 Unrealized -4.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $93.28 Unrealized +50.5%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.72 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 67 Est. Cost $54.22 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $4 Shares 32 Est. Cost $95.52 Unrealized +16.4%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 75 Est. Cost $47.95 Unrealized
DE DEERE & CO 0.0%
Value ($000) $3 Shares 9 Est. Cost $388.88 Unrealized +2.3%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.69 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3 Shares 4 Est. Cost $733.79 Unrealized +6.5%
SPLB SPDR SER TR 0.0%
Value ($000) $3 Shares 154 Est. Cost $22.45 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 872 Est. Cost $4.64 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $321.54 Unrealized -1.9%
BLACKROCK INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $708.60 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $3 Shares 185 Est. Cost $19.53 Unrealized -20.3%
CION CION INVT CORP 0.0%
Value ($000) $3 Shares 285 Est. Cost $5.92 Unrealized +26.4%
SHYFT GROUP INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $24.86 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.11 Unrealized +17.4%
JULW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $3 Shares 97 Est. Cost $28.71 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.21 Unrealized -2.5%
BFOR ALPS ETF TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $53.30 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.04 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $3 Shares 67 Est. Cost $39.78 Unrealized +3.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.68 Unrealized -2.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 65 Est. Cost $47.12 Unrealized -14.8%
VFC V F CORP 0.0%
Value ($000) $3 Shares 148 Est. Cost $29.09 Unrealized -34.6%
IVE ISHARES TR 0.0%
Value ($000) $3 Shares 17 Est. Cost $145.06 Unrealized
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $37.46 Unrealized +79.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.54 Unrealized +16.7%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $2 Shares 72 Est. Cost $40.66 Unrealized -0.1%
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.14 Unrealized -31.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.34 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $68.00 Unrealized -2.7%
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $59.21 Unrealized +29.5%
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 1,423 Est. Cost $0.94 Unrealized +83.2%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $104.32 Unrealized +14.5%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $84.49 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $23.85 Unrealized +14.4%
NAUTILUS INC 0.0%
Value ($000) $2 Shares 2,539 Est. Cost $0.85 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $2 Shares 143 Est. Cost $14.78 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $27.07 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $109.92 Unrealized
AUGW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $2 Shares 85 Est. Cost $24.26 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.52 Unrealized +47.1%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.88 Unrealized -13.2%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $69.52 Unrealized -10.1%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 42 Est. Cost $53.05 Unrealized -2.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.12 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $2 Shares 8 Est. Cost $258.51 Unrealized +5.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $55.58 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $69.73 Unrealized +1.6%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2 Shares 101 Est. Cost $17.05 Unrealized +10.9%
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $2 Shares 70 Est. Cost $24.36 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 103 Est. Cost $15.17 Unrealized +0.6%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $2 Shares 109 Est. Cost $15.06 Unrealized +3.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.94 Unrealized +49.6%
DOW DOW INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $40.52 Unrealized +14.3%
SONY SONY GROUP CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.30 Unrealized
TAIL CAMBRIA ETF TR 0.0%
Value ($000) $2 Shares 122 Est. Cost $13.33 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $34.41 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 41 Est. Cost $35.79 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $1 Shares 37 Est. Cost $39.43 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $63.23 Unrealized +8.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 43 Est. Cost $32.51 Unrealized -6.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.46 Unrealized +0.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $1 Shares 11 Est. Cost $127.85 Unrealized +9.4%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.95 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.97 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $12.15 Unrealized +2.7%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 75 Est. Cost $24.97 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.27 Unrealized +5.0%
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $30.39 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $89.29 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $291.64 Unrealized +14.7%
MDYG SPDR SER TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $65.33 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.74 Unrealized +64.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $123.05 Unrealized +7.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.93 Unrealized 0.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.57 Unrealized +23.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.94 Unrealized +25.9%
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.53 Unrealized
JUNW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.61 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.84 Unrealized -11.1%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $188.18 Unrealized +14.2%
MDYV SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $64.75 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 38 Est. Cost $32.24 Unrealized -4.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $219.54 Unrealized -4.7%
LISTED FD TR 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.85 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $166.92 Unrealized +28.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.08 Unrealized +24.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $148.17 Unrealized +25.9%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $1 Shares 197 Est. Cost $4.53 Unrealized +21.5%
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.24 Unrealized +52.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.68 Unrealized -25.5%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.43 Unrealized +6.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.05 Unrealized -14.6%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $1 Shares 79 Est. Cost $11.37 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 35 Est. Cost $22.03 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $12.06 Unrealized -7.6%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.57 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.45 Unrealized +29.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.28 Unrealized -5.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $4.06 Unrealized +94.3%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.94 Unrealized
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.06 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.65 Unrealized
AUGT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.91 Unrealized
JULT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 17 Est. Cost $30.88 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.83 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.56 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.29 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.73 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 13 Est. Cost $38.38 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.28 Unrealized
DECT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.40 Unrealized
LISTED FD TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $32.67 Unrealized
TYA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $0 Shares 38 Est. Cost $12.71 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $32.23 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.83 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.56 Unrealized +307.4%
JPXN ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.33 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.33 Unrealized +41.4%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.70 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.25 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.07 Unrealized +7.1%
BAKKT HOLDINGS INC 0.0%
Value ($000) $0 Shares 206 Est. Cost $1.20 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.37 Unrealized +13.1%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $9.05 Unrealized +3.1%
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.90 Unrealized
LTPZ PIMCO ETF TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.50 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.13 Unrealized -7.2%
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.91 Unrealized +38.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.07 Unrealized -37.4%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.97 Unrealized -15.6%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized +8.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.62 Unrealized +92.3%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.45 Unrealized -7.3%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.73 Unrealized +3.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.48 Unrealized +16.5%
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.13 Unrealized +48.6%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.03 Unrealized +9.5%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized -18.4%
NUSTAR ENERGY LP 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.00 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $3.34 Unrealized +12.2%
FIRST TR ENERGY INCOME & GRO 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.00 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.00 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.50 Unrealized
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.00 Unrealized
BKKT/WS BAKKT HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.10 Unrealized