Richard W. Paul & Associates, LLC Diversified Active

CIK: 0001964203 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 23, 2024

Total Value ($000): $238,096 (100.0% shares, 0.0% debt)

Holdings (502)

IUSV ISHARES TR 4.9%
Value ($000) $11,552 Shares 136,987 Est. Cost $71.47 Unrealized
IUSG ISHARES TR 4.6%
Value ($000) $10,977 Shares 105,447 Est. Cost $83.42 Unrealized
IJR ISHARES TR 4.2%
Value ($000) $10,110 Shares 93,393 Est. Cost $97.00 Unrealized
TLT ISHARES TR 4.2%
Value ($000) $9,920 Shares 100,319 Est. Cost $90.88 Unrealized
BIL SPDR SER TR 4.0%
Value ($000) $9,540 Shares 104,392 Est. Cost $91.68 Unrealized
IEFA ISHARES TR 3.0%
Value ($000) $7,064 Shares 100,411 Est. Cost $62.47 Unrealized
QQQ INVESCO QQQ TR 2.6%
Value ($000) $6,248 Shares 15,257 Est. Cost $266.28 Unrealized
AGG ISHARES TR 2.1%
Value ($000) $4,978 Shares 50,156 Est. Cost $94.17 Unrealized
SPSB SPDR SER TR 1.8%
Value ($000) $4,346 Shares 145,926 Est. Cost $29.36 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $4,282 Shares 22,243 Est. Cost $141.26 Unrealized +29.4%
XLV SELECT SECTOR SPDR TR 1.7%
Value ($000) $4,009 Shares 29,398 Est. Cost $132.35 Unrealized
EFA ISHARES TR 1.7%
Value ($000) $3,976 Shares 52,773 Est. Cost $68.38 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $3,864 Shares 76,396 Est. Cost $47.17 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,824 Shares 10,168 Est. Cost $235.04 Unrealized +49.1%
SPYG SPDR SER TR 1.6%
Value ($000) $3,812 Shares 58,598 Est. Cost $50.67 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $3,291 Shares 6,889 Est. Cost $388.13 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 1.3%
Value ($000) $3,106 Shares 26,444 Est. Cost $101.80 Unrealized
XLK SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,821 Shares 14,658 Est. Cost $129.34 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $2,710 Shares 58,235 Est. Cost $45.73 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,601 Shares 36,116 Est. Cost $71.64 Unrealized
SCZ ISHARES TR 1.0%
Value ($000) $2,448 Shares 39,550 Est. Cost $56.96 Unrealized
ANGL VANECK ETF TRUST 1.0%
Value ($000) $2,314 Shares 80,398 Est. Cost $27.35 Unrealized
COIN COINBASE GLOBAL INC 1.0%
Value ($000) $2,302 Shares 13,235 Est. Cost $53.61 Unrealized +103.7%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,283 Shares 14,468 Est. Cost $143.87 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,125 Shares 11,887 Est. Cost $140.95 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,859 Shares 44,712 Est. Cost $38.96 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,840 Shares 9,169 Est. Cost $176.71 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,827 Shares 33,232 Est. Cost $54.48 Unrealized
EEM ISHARES TR 0.8%
Value ($000) $1,826 Shares 45,401 Est. Cost $38.39 Unrealized
IAGG ISHARES TR 0.7%
Value ($000) $1,752 Shares 35,184 Est. Cost $47.63 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,724 Shares 11,345 Est. Cost $99.09 Unrealized +41.5%
SPYM SPDR SER TR 0.7%
Value ($000) $1,708 Shares 30,546 Est. Cost $45.03 Unrealized
ISTB ISHARES TR 0.7%
Value ($000) $1,646 Shares 34,619 Est. Cost $46.49 Unrealized
EMXC ISHARES INC 0.7%
Value ($000) $1,629 Shares 29,407 Est. Cost $49.33 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,597 Shares 4,513 Est. Cost $134.89 Unrealized +139.8%
ADBE ADOBE INC 0.7%
Value ($000) $1,568 Shares 2,629 Est. Cost $323.02 Unrealized +78.6%
GOOG ALPHABET INC 0.6%
Value ($000) $1,524 Shares 10,816 Est. Cost $96.46 Unrealized +39.6%
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,512 Shares 13,264 Est. Cost $99.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,506 Shares 3,169 Est. Cost $396.21 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,476 Shares 1,322 Est. Cost $48.23 Unrealized +91.2%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,434 Shares 8,429 Est. Cost $123.64 Unrealized +17.2%
DSTL ETF SER SOLUTIONS 0.6%
Value ($000) $1,404 Shares 28,446 Est. Cost $40.99 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,381 Shares 27,656 Est. Cost $42.35 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,360 Shares 8,774 Est. Cost $137.09 Unrealized -1.0%
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,255 Shares 7,448 Est. Cost $147.34 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,234 Shares 1,869 Est. Cost $470.84 Unrealized +21.8%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,220 Shares 2,463 Est. Cost $15.04 Unrealized +207.8%
ZTS ZOETIS INC 0.5%
Value ($000) $1,195 Shares 6,055 Est. Cost $147.93 Unrealized +16.9%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,190 Shares 8,070 Est. Cost $72.32 Unrealized +63.0%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,186 Shares 8,488 Est. Cost $94.45 Unrealized +41.2%
NFLX NETFLIX INC 0.5%
Value ($000) $1,185 Shares 2,433 Est. Cost $28.18 Unrealized +54.9%
TWLO TWILIO INC 0.5%
Value ($000) $1,138 Shares 15,002 Est. Cost $58.26 Unrealized +7.0%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,129 Shares 6,627 Est. Cost $168.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,117 Shares 29,634 Est. Cost $30.46 Unrealized +1.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,115 Shares 3,216 Est. Cost $281.93 Unrealized +4.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,115 Shares 18,150 Est. Cost $75.42 Unrealized -24.2%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,083 Shares 2,057 Est. Cost $496.94 Unrealized +2.9%
MRK MERCK & CO INC 0.4%
Value ($000) $1,059 Shares 9,711 Est. Cost $93.13 Unrealized +3.9%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,050 Shares 7,164 Est. Cost $130.83 Unrealized +7.5%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,048 Shares 13,521 Est. Cost $77.59 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,048 Shares 21,687 Est. Cost $47.42 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,018 Shares 14,007 Est. Cost $57.56 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $989 Shares 8,978 Est. Cost $110.13 Unrealized
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $948 Shares 1,935 Est. Cost $444.21 Unrealized -5.0%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $945 Shares 25,129 Est. Cost $33.50 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $943 Shares 10,022 Est. Cost $82.07 Unrealized +2.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $942 Shares 412 Est. Cost $29.97 Unrealized +38.8%
ROKU ROKU INC 0.4%
Value ($000) $939 Shares 10,246 Est. Cost $54.36 Unrealized +53.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $934 Shares 5,958 Est. Cost $155.82 Unrealized -7.9%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $927 Shares 2,173 Est. Cost $327.11 Unrealized +21.4%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value ($000) $923 Shares 10,808 Est. Cost $50.85 Unrealized +38.9%
TSLA TESLA INC 0.4%
Value ($000) $896 Shares 3,607 Est. Cost $189.34 Unrealized +25.5%
BYLD ISHARES TR 0.4%
Value ($000) $844 Shares 37,622 Est. Cost $21.65 Unrealized
T AT&T INC 0.4%
Value ($000) $840 Shares 50,084 Est. Cost $14.58 Unrealized -2.5%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $836 Shares 16,642 Est. Cost $50.18 Unrealized
INTU INTUIT 0.3%
Value ($000) $823 Shares 1,316 Est. Cost $394.20 Unrealized +38.2%
PFE PFIZER INC 0.3%
Value ($000) $798 Shares 27,718 Est. Cost $37.82 Unrealized -30.2%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $790 Shares 16,489 Est. Cost $41.97 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $788 Shares 7,470 Est. Cost $80.09 Unrealized +33.2%
XLSR SSGA ACTIVE TR 0.3%
Value ($000) $769 Shares 16,798 Est. Cost $38.91 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $761 Shares 2,448 Est. Cost $213.10 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $756 Shares 9,622 Est. Cost $72.65 Unrealized
WMT WALMART INC 0.3%
Value ($000) $756 Shares 4,795 Est. Cost $45.99 Unrealized +12.3%
MMM 3M CO 0.3%
Value ($000) $732 Shares 6,698 Est. Cost $82.67 Unrealized -8.6%
DHR DANAHER CORPORATION 0.3%
Value ($000) $728 Shares 3,146 Est. Cost $223.82 Unrealized -6.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $718 Shares 14,219 Est. Cost $41.67 Unrealized +15.1%
IBB ISHARES TR 0.3%
Value ($000) $715 Shares 5,264 Est. Cost $135.53 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $707 Shares 12,003 Est. Cost $55.02 Unrealized -3.2%
ALB ALBEMARLE CORP 0.3%
Value ($000) $706 Shares 4,887 Est. Cost $198.72 Unrealized -33.5%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $698 Shares 10,497 Est. Cost $66.49 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $691 Shares 13,747 Est. Cost $27.12 Unrealized +47.7%
JPIE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $687 Shares 15,071 Est. Cost $45.12 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $683 Shares 7,110 Est. Cost $88.51 Unrealized +4.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $680 Shares 1,167 Est. Cost $396.01 Unrealized +45.2%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $677 Shares 4,527 Est. Cost $140.40 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $652 Shares 3,837 Est. Cost $161.20 Unrealized -4.6%
MO ALTRIA GROUP INC 0.3%
Value ($000) $647 Shares 16,045 Est. Cost $35.35 Unrealized -1.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $647 Shares 10,656 Est. Cost $71.36 Unrealized -25.1%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $647 Shares 19,011 Est. Cost $29.69 Unrealized
VEGI ISHARES INC 0.3%
Value ($000) $634 Shares 16,602 Est. Cost $38.19 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $633 Shares 17,878 Est. Cost $33.25 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $605 Shares 11,791 Est. Cost $57.71 Unrealized -18.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $581 Shares 1,319 Est. Cost $327.98 Unrealized +18.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $577 Shares 1,851 Est. Cost $224.77 Unrealized +17.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $571 Shares 3,951 Est. Cost $109.82 Unrealized +7.8%
MCHI ISHARES TR 0.2%
Value ($000) $569 Shares 13,964 Est. Cost $44.81 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $558 Shares 1,882 Est. Cost $247.44 Unrealized +4.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $556 Shares 1,648 Est. Cost $244.05 Unrealized +22.1%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $552 Shares 4,104 Est. Cost $95.61 Unrealized +26.1%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $523 Shares 6,835 Est. Cost $43.87 Unrealized +55.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $512 Shares 15,213 Est. Cost $31.44 Unrealized -12.2%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $508 Shares 4,900 Est. Cost $82.19 Unrealized +5.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $500 Shares 1,102 Est. Cost $415.94 Unrealized +0.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $494 Shares 2,081 Est. Cost $193.36 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $493 Shares 3,136 Est. Cost $149.72 Unrealized -10.3%
V VISA INC 0.2%
Value ($000) $480 Shares 1,842 Est. Cost $197.37 Unrealized +23.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $468 Shares 2,747 Est. Cost $153.01 Unrealized -4.9%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $457 Shares 1,669 Est. Cost $209.86 Unrealized +13.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $452 Shares 2,094 Est. Cost $185.00 Unrealized -5.3%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $451 Shares 979 Est. Cost $276.15 Unrealized +47.4%
PHM PULTE GROUP INC 0.2%
Value ($000) $448 Shares 4,343 Est. Cost $78.26 Unrealized +6.8%
MCK MCKESSON CORP 0.2%
Value ($000) $440 Shares 950 Est. Cost $366.90 Unrealized +22.7%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $428 Shares 8,911 Est. Cost $13.35 Unrealized +217.9%
MINT PIMCO ETF TR 0.2%
Value ($000) $428 Shares 4,289 Est. Cost $99.48 Unrealized
IWY ISHARES TR 0.2%
Value ($000) $401 Shares 2,288 Est. Cost $120.55 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $390 Shares 9,239 Est. Cost $37.23 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $390 Shares 1,791 Est. Cost $191.04 Unrealized +1.0%
SPYV SPDR SER TR 0.2%
Value ($000) $375 Shares 8,044 Est. Cost $40.06 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $375 Shares 3,401 Est. Cost $101.47 Unrealized -6.5%
CRM SALESFORCE INC 0.2%
Value ($000) $368 Shares 1,400 Est. Cost $201.68 Unrealized +10.9%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $365 Shares 7,011 Est. Cost $39.39 Unrealized +10.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $363 Shares 1,228 Est. Cost $260.32 Unrealized -3.5%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $363 Shares 709 Est. Cost $431.21 Unrealized +0.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $357 Shares 1,583 Est. Cost $193.49 Unrealized +2.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $354 Shares 1,385 Est. Cost $209.43 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $352 Shares 7,142 Est. Cost $40.82 Unrealized +0.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $351 Shares 1,873 Est. Cost $142.37 Unrealized +10.3%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $349 Shares 4,461 Est. Cost $69.56 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $348 Shares 2,344 Est. Cost $114.72 Unrealized +23.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $343 Shares 2,821 Est. Cost $113.45 Unrealized -2.0%
FISV FISERV INC 0.1%
Value ($000) $337 Shares 2,536 Est. Cost $99.59 Unrealized +23.2%
WDAY WORKDAY INC 0.1%
Value ($000) $337 Shares 1,219 Est. Cost $161.11 Unrealized +47.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $334 Shares 4,033 Est. Cost $19.55 Unrealized +3.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $328 Shares 935 Est. Cost $264.24 Unrealized +18.3%
SYY SYSCO CORP 0.1%
Value ($000) $328 Shares 4,482 Est. Cost $68.78 Unrealized -5.7%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $326 Shares 1,407 Est. Cost $213.73 Unrealized -3.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $325 Shares 4,490 Est. Cost $58.01 Unrealized +10.9%
IRM IRON MTN INC DEL 0.1%
Value ($000) $324 Shares 4,624 Est. Cost $45.03 Unrealized +29.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $295 Shares 6,724 Est. Cost $31.00 Unrealized +29.3%
KR KROGER CO 0.1%
Value ($000) $292 Shares 6,399 Est. Cost $44.90 Unrealized -5.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $286 Shares 1,208 Est. Cost $220.37 Unrealized -9.2%
PIONEER NAT RES CO 0.1%
Value ($000) $279 Shares 1,242 Est. Cost $228.06 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $275 Shares 3,551 Est. Cost $75.06 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $254 Shares 359 Est. Cost $126.04 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $251 Shares 850 Est. Cost $133.70 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $250 Shares 10,122 Est. Cost $24.85 Unrealized -9.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $243 Shares 5,923 Est. Cost $39.10 Unrealized
QAI INDEXIQ ETF TR 0.1%
Value ($000) $243 Shares 8,078 Est. Cost $28.54 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $226 Shares 872 Est. Cost $222.44 Unrealized +0.0%
LIN LINDE PLC 0.1%
Value ($000) $226 Shares 549 Est. Cost $383.62 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $222 Shares 3,844 Est. Cost $47.13 Unrealized +13.3%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $215 Shares 7,540 Est. Cost $26.28 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $199 Shares 4,041 Est. Cost $47.50 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $197 Shares 922 Est. Cost $183.83 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $193 Shares 3,968 Est. Cost $42.50 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $186 Shares 3,766 Est. Cost $50.96 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $182 Shares 5,734 Est. Cost $29.65 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $182 Shares 1,125 Est. Cost $141.69 Unrealized +9.8%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $179 Shares 2,326 Est. Cost $75.28 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $177 Shares 1,523 Est. Cost $109.40 Unrealized +0.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $168 Shares 2,093 Est. Cost $74.95 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $167 Shares 138 Est. Cost $1338.52 Unrealized -19.2%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $158 Shares 9,654 Est. Cost $16.00 Unrealized -6.4%
F FORD MTR CO DEL 0.1%
Value ($000) $155 Shares 12,702 Est. Cost $10.29 Unrealized -6.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $153 Shares 957 Est. Cost $143.16 Unrealized 0.0%
JNK SPDR SER TR 0.1%
Value ($000) $153 Shares 1,612 Est. Cost $92.02 Unrealized
FISR SSGA ACTIVE TR 0.1%
Value ($000) $152 Shares 5,844 Est. Cost $25.78 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $151 Shares 2,613 Est. Cost $57.70 Unrealized -12.1%
SPTM SPDR SER TR 0.1%
Value ($000) $148 Shares 2,525 Est. Cost $48.73 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $143 Shares 750 Est. Cost $184.51 Unrealized
SPTI SPDR SER TR 0.1%
Value ($000) $143 Shares 5,006 Est. Cost $28.56 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $140 Shares 1,654 Est. Cost $84.27 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $137 Shares 5,331 Est. Cost $25.60 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $120 Shares 2,695 Est. Cost $43.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $103 Shares 2,216 Est. Cost $45.34 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $101 Shares 1,008 Est. Cost $100.69 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $95 Shares 2,781 Est. Cost $33.53 Unrealized -3.1%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $95 Shares 1,241 Est. Cost $74.06 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $94 Shares 1,662 Est. Cost $48.87 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $93 Shares 1,699 Est. Cost $49.92 Unrealized +1.6%
IWD ISHARES TR 0.0%
Value ($000) $91 Shares 553 Est. Cost $151.60 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $91 Shares 1,689 Est. Cost $41.58 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $90 Shares 1,209 Est. Cost $71.94 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $90 Shares 1,695 Est. Cost $44.44 Unrealized
HFND TIDAL ETF TR 0.0%
Value ($000) $88 Shares 4,242 Est. Cost $20.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $87 Shares 245 Est. Cost $300.82 Unrealized +16.7%
ARKK ARK ETF TR 0.0%
Value ($000) $85 Shares 1,632 Est. Cost $34.05 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $85 Shares 1,531 Est. Cost $58.65 Unrealized -30.6%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $82 Shares 1,967 Est. Cost $40.90 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $82 Shares 3,861 Est. Cost $20.56 Unrealized
AFIF TWO RDS SHARED TR 0.0%
Value ($000) $80 Shares 8,798 Est. Cost $8.76 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $77 Shares 3,129 Est. Cost $24.11 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $76 Shares 2,605 Est. Cost $29.03 Unrealized
ENVIVA INC 0.0%
Value ($000) $75 Shares 75,101 Est. Cost $4.70 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $74 Shares 689 Est. Cost $106.44 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $69 Shares 834 Est. Cost $73.75 Unrealized 0.0%
TIPX SPDR SER TR 0.0%
Value ($000) $67 Shares 3,606 Est. Cost $18.79 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $65 Shares 931 Est. Cost $59.63 Unrealized +6.9%
PAVE GLOBAL X FDS 0.0%
Value ($000) $60 Shares 1,753 Est. Cost $26.58 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $60 Shares 721 Est. Cost $55.93 Unrealized +25.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $60 Shares 870 Est. Cost $74.21 Unrealized -24.4%
HL HECLA MNG CO 0.0%
Value ($000) $57 Shares 11,915 Est. Cost $4.89 Unrealized -10.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $24.73 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $53 Shares 190 Est. Cost $242.27 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 362 Est. Cost $137.15 Unrealized
PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $51 Shares 1,400 Est. Cost $33.64 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 539 Est. Cost $82.50 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $47 Shares 643 Est. Cost $71.85 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $46 Shares 736 Est. Cost $51.67 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $42 Shares 1,523 Est. Cost $14.27 Unrealized
TWO RDS SHARED TR 0.0%
Value ($000) $39 Shares 4,508 Est. Cost $8.42 Unrealized
BA BOEING CO 0.0%
Value ($000) $39 Shares 148 Est. Cost $163.57 Unrealized +30.8%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 392 Est. Cost $82.85 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 165 Est. Cost $179.76 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $36 Shares 6,321 Est. Cost $4.65 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $35 Shares 339 Est. Cost $83.70 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $35 Shares 823 Est. Cost $48.83 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $32 Shares 769 Est. Cost $34.63 Unrealized +7.1%
IHAK ISHARES TR 0.0%
Value ($000) $30 Shares 660 Est. Cost $45.43 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $30 Shares 441 Est. Cost $61.97 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $29 Shares 898 Est. Cost $29.36 Unrealized
MET METLIFE INC 0.0%
Value ($000) $28 Shares 428 Est. Cost $64.19 Unrealized -8.4%
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 1,489 Est. Cost $18.72 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $28 Shares 116 Est. Cost $146.94 Unrealized +46.7%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $28 Shares 74 Est. Cost $331.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $27 Shares 244 Est. Cost $108.21 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $27 Shares 1,083 Est. Cost $24.70 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $27 Shares 205 Est. Cost $134.83 Unrealized -11.0%
ITOT ISHARES TR 0.0%
Value ($000) $27 Shares 255 Est. Cost $86.35 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $27 Shares 1,258 Est. Cost $21.28 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $24 Shares 950 Est. Cost $24.95 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $24 Shares 370 Est. Cost $78.15 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $24 Shares 265 Est. Cost $93.45 Unrealized -7.8%
IGM ISHARES TR 0.0%
Value ($000) $24 Shares 53 Est. Cost $280.00 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $24 Shares 348 Est. Cost $61.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $23 Shares 242 Est. Cost $84.97 Unrealized -1.3%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $22 Shares 282 Est. Cost $61.23 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $21 Shares 611 Est. Cost $28.20 Unrealized +14.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $21 Shares 589 Est. Cost $31.87 Unrealized -7.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $21 Shares 520 Est. Cost $34.76 Unrealized +2.0%
DTCR GLOBAL X FDS 0.0%
Value ($000) $20 Shares 1,398 Est. Cost $12.51 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $20 Shares 210 Est. Cost $72.60 Unrealized +10.0%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 210 Est. Cost $79.65 Unrealized
BCE BCE INC 0.0%
Value ($000) $20 Shares 501 Est. Cost $35.44 Unrealized -8.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 80 Est. Cost $200.54 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $19 Shares 966 Est. Cost $17.72 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $19 Shares 827 Est. Cost $24.38 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $18 Shares 200 Est. Cost $86.72 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $17.18 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $18 Shares 86 Est. Cost $178.76 Unrealized -3.6%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $18 Shares 125 Est. Cost $94.51 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $18 Shares 726 Est. Cost $27.07 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $17 Shares 112 Est. Cost $138.54 Unrealized -13.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 365 Est. Cost $52.91 Unrealized -24.1%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $17 Shares 288 Est. Cost $30.96 Unrealized +41.9%
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $76.99 Unrealized 0.0%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $16 Shares 736 Est. Cost $24.65 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $16 Shares 1,128 Est. Cost $10.92 Unrealized +21.6%
AMGN AMGEN INC 0.0%
Value ($000) $16 Shares 56 Est. Cost $228.72 Unrealized +11.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $16 Shares 125 Est. Cost $133.49 Unrealized -20.0%
USB US BANCORP DEL 0.0%
Value ($000) $16 Shares 365 Est. Cost $36.08 Unrealized -8.2%
SNY SANOFI 0.0%
Value ($000) $16 Shares 317 Est. Cost $52.71 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $16 Shares 105 Est. Cost $148.72 Unrealized -7.3%
TRP TC ENERGY CORP 0.0%
Value ($000) $15 Shares 393 Est. Cost $36.34 Unrealized -9.2%
LIT GLOBAL X FDS 0.0%
Value ($000) $15 Shares 298 Est. Cost $58.56 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 180 Est. Cost $86.60 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 83 Est. Cost $158.80 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $15 Shares 183 Est. Cost $81.19 Unrealized -11.7%
RTX RTX CORPORATION 0.0%
Value ($000) $14 Shares 172 Est. Cost $88.64 Unrealized -14.7%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $14 Shares 465 Est. Cost $30.91 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $14 Shares 310 Est. Cost $45.55 Unrealized 0.0%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 736 Est. Cost $17.12 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $13 Shares 214 Est. Cost $56.68 Unrealized -2.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $13 Shares 216 Est. Cost $41.29 Unrealized +29.8%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 251 Est. Cost $41.49 Unrealized -0.3%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $114.04 Unrealized +34.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $13 Shares 1,003 Est. Cost $12.49 Unrealized -20.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $13 Shares 125 Est. Cost $47.17 Unrealized -3.8%
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $13 Shares 234 Est. Cost $39.13 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $13 Shares 109 Est. Cost $113.90 Unrealized -20.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $13 Shares 340 Est. Cost $37.11 Unrealized -24.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $12 Shares 120 Est. Cost $113.14 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $12 Shares 120 Est. Cost $98.11 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $12 Shares 48 Est. Cost $223.22 Unrealized +6.0%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $11 Shares 234 Est. Cost $38.14 Unrealized -3.6%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $11 Shares 384 Est. Cost $39.75 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $11 Shares 133 Est. Cost $70.79 Unrealized +2.0%
DRLL EA SERIES TRUST 0.0%
Value ($000) $11 Shares 378 Est. Cost $29.45 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $11 Shares 128 Est. Cost $73.83 Unrealized -3.2%
RNG RINGCENTRAL INC 0.0%
Value ($000) $10 Shares 308 Est. Cost $33.52 Unrealized -10.9%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $53.77 Unrealized +17.5%
XBI SPDR SER TR 0.0%
Value ($000) $10 Shares 115 Est. Cost $74.69 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $10 Shares 172 Est. Cost $38.88 Unrealized +32.6%
AMCOR PLC 0.0%
Value ($000) $10 Shares 1,011 Est. Cost $10.20 Unrealized -17.2%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 112 Est. Cost $53.81 Unrealized +36.8%
XAR SPDR SER TR 0.0%
Value ($000) $9 Shares 70 Est. Cost $114.91 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $9 Shares 258 Est. Cost $35.35 Unrealized -14.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 99 Est. Cost $82.73 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $9 Shares 419 Est. Cost $18.40 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 56 Est. Cost $115.68 Unrealized +23.9%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 84 Est. Cost $88.04 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $51.66 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $9 Shares 1,966 Est. Cost $6.36 Unrealized
PPL PPL CORP 0.0%
Value ($000) $9 Shares 321 Est. Cost $24.69 Unrealized -4.5%
MBB ISHARES TR 0.0%
Value ($000) $9 Shares 92 Est. Cost $92.75 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 510 Est. Cost $17.30 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $8 Shares 824 Est. Cost $11.46 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $8 Shares 128 Est. Cost $57.88 Unrealized
AGNG GLOBAL X FDS 0.0%
Value ($000) $8 Shares 292 Est. Cost $26.18 Unrealized
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $8 Shares 328 Est. Cost $25.60 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $8 Shares 288 Est. Cost $31.01 Unrealized -19.7%
MOS MOSAIC CO NEW 0.0%
Value ($000) $8 Shares 230 Est. Cost $45.32 Unrealized -27.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $8 Shares 49 Est. Cost $28.91 Unrealized +10.5%
IWC ISHARES TR 0.0%
Value ($000) $8 Shares 70 Est. Cost $107.83 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $8 Shares 288 Est. Cost $27.30 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $524.96 Unrealized -8.4%
XSD SPDR SER TR 0.0%
Value ($000) $8 Shares 34 Est. Cost $204.91 Unrealized
CSX CSX CORP 0.0%
Value ($000) $8 Shares 219 Est. Cost $28.96 Unrealized +6.6%
UNILEVER PLC 0.0%
Value ($000) $7 Shares 154 Est. Cost $50.67 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.79 Unrealized +9.3%
O REALTY INCOME CORP 0.0%
Value ($000) $7 Shares 126 Est. Cost $52.35 Unrealized -11.2%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $7 Shares 285 Est. Cost $23.67 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $7 Shares 339 Est. Cost $18.21 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 78 Est. Cost $70.16 Unrealized +14.4%
ABT ABBOTT LABS 0.0%
Value ($000) $7 Shares 63 Est. Cost $97.62 Unrealized -1.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $7 Shares 115 Est. Cost $48.68 Unrealized -5.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $7 Shares 38 Est. Cost $155.58 Unrealized +4.4%
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 +2.2%
BILZ PIMCO ETF TR 0.0%
Value ($000) $6 Shares 64 Est. Cost $100.83 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $6 Shares 206 Est. Cost $15.17 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 31 Est. Cost $172.02 Unrealized -3.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $112.19 Unrealized -1.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $6 Shares 163 Est. Cost $13.92 Unrealized +140.4%
IVW ISHARES TR 0.0%
Value ($000) $6 Shares 76 Est. Cost $58.50 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $6 Shares 297 Est. Cost $17.93 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $5 Shares 105 Est. Cost $64.37 Unrealized -19.8%
JANW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $5 Shares 171 Est. Cost $30.14 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 80 Est. Cost $55.44 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $448.89 Unrealized +12.1%
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 107 Est. Cost $39.35 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $114.42 Unrealized -37.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $155.95 Unrealized +19.9%
KNOP KNOT OFFSHORE PARTNERS LP 0.0%
Value ($000) $5 Shares 784 Est. Cost $7.07 Unrealized -20.3%
CDW CDW CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $168.86 Unrealized +22.0%
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $105.43 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 73 Est. Cost $55.28 Unrealized
PAWZ PROSHARES TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $47.34 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 59 Est. Cost $64.35 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $93.28 Unrealized +54.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.80 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $95.30 Unrealized +8.1%
GLOBAL X FDS 0.0%
Value ($000) $4 Shares 180 Est. Cost $20.96 Unrealized
BLACKROCK INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $708.60 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 75 Est. Cost $47.95 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.72 Unrealized
ORANY ORANGE 0.0%
Value ($000) $4 Shares 350 Est. Cost $9.88 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $4 Shares 103 Est. Cost $31.74 Unrealized -8.0%
JULW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $4 Shares 119 Est. Cost $29.17 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 260 Est. Cost $15.60 Unrealized
SPLB SPDR SER TR 0.0%
Value ($000) $4 Shares 154 Est. Cost $22.45 Unrealized
DE DEERE & CO 0.0%
Value ($000) $4 Shares 9 Est. Cost $388.88 Unrealized -6.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 4 Est. Cost $733.79 Unrealized +11.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 8 Est. Cost $438.63 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.68 Unrealized -1.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 37 Est. Cost $69.49 Unrealized +10.7%
CION CION INVT CORP 0.0%
Value ($000) $3 Shares 285 Est. Cost $5.92 Unrealized +28.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $73.45 Unrealized -18.9%
BFOR ALPS ETF TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $53.30 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $3 Shares 92 Est. Cost $27.52 Unrealized +0.3%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 872 Est. Cost $4.64 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $23.85 Unrealized +31.8%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.11 Unrealized -3.8%
IVE ISHARES TR 0.0%
Value ($000) $3 Shares 17 Est. Cost $145.06 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $104.32 Unrealized +10.9%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $31.83 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,423 Est. Cost $0.94 Unrealized +88.2%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 65 Est. Cost $47.12 Unrealized -19.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 36 Est. Cost $78.03 Unrealized
VFC V F CORP 0.0%
Value ($000) $3 Shares 149 Est. Cost $29.09 Unrealized -41.0%
AUGW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $3 Shares 106 Est. Cost $24.57 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.54 Unrealized +28.5%
CIEN CIENA CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.21 Unrealized -2.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.05 Unrealized +3.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $85.94 Unrealized -23.9%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $3 Shares 94 Est. Cost $23.88 Unrealized -19.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $3 Shares 194 Est. Cost $14.39 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $59.21 Unrealized +38.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $115.04 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 36 Est. Cost $66.01 Unrealized
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $37.46 Unrealized +92.9%
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.14 Unrealized -38.9%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $48.34 Unrealized
SHYFT GROUP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $24.86 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $84.49 Unrealized +10.0%
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $27.07 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $2 Shares 85 Est. Cost $24.74 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.94 Unrealized +84.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2 Shares 101 Est. Cost $17.05 Unrealized +12.6%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $2 Shares 109 Est. Cost $15.06 Unrealized +13.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $2 Shares 8 Est. Cost $258.51 Unrealized -11.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $69.73 Unrealized +2.9%
ISHARES TR 0.0%
Value ($000) $2 Shares 87 Est. Cost $23.20 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.80 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.52 Unrealized +27.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.04 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.81 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.30 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 104 Est. Cost $15.17 Unrealized +1.1%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.45 Unrealized 0.0%
ALV AUTOLIV INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $94.70 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $40.52 Unrealized +10.2%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.12 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $39.43 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) $2 Shares 41 Est. Cost $35.79 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $63.23 Unrealized +0.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.46 Unrealized +5.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 11 Est. Cost $127.85 Unrealized -3.0%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.95 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $12.15 Unrealized -11.2%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 75 Est. Cost $24.97 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $30.24 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.27 Unrealized -3.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.74 Unrealized +73.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.56 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 47 Est. Cost $30.80 Unrealized -19.7%
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 +11.3%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.08 Unrealized +42.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.84 Unrealized -8.6%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.68 Unrealized -35.6%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $23.75 Unrealized +3.9%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $1 Shares 197 Est. Cost $4.53 Unrealized +14.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $166.92 Unrealized +25.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.94 Unrealized +20.7%
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.53 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.43 Unrealized +28.0%
HYLB DBX ETF TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.71 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 46 Est. Cost $22.26 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $148.17 Unrealized +3.2%
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $12.06 Unrealized -3.4%
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.24 Unrealized +18.9%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $1 Shares 79 Est. Cost $11.37 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.62 Unrealized
TYA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 54 Est. Cost $13.14 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.28 Unrealized -5.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $54.05 Unrealized -21.5%
LISTED FD TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.38 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.02 Unrealized
JULT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.40 Unrealized
AUGT AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 27 Est. Cost $24.29 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.88 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $4.20 Unrealized +46.6%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.45 Unrealized +20.5%
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.00 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $51.72 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $10.56 Unrealized +254.7%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.70 Unrealized
BAKKT HOLDINGS INC 0.0%
Value ($000) $0 Shares 206 Est. Cost $1.20 Unrealized
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 24 Est. Cost $18.50 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.51 Unrealized -6.5%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.33 Unrealized +30.4%
JPXN ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.33 Unrealized
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.86 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.91 Unrealized +31.2%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.37 Unrealized +21.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.07 Unrealized +4.6%
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.90 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $9.05 Unrealized -4.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.13 Unrealized -9.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.07 Unrealized -44.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.62 Unrealized +68.4%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.52 Unrealized +43.0%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized -7.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.97 Unrealized -43.9%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.45 Unrealized -15.6%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.73 Unrealized -8.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.48 Unrealized +7.2%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.03 Unrealized +9.8%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized -39.6%
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.13 Unrealized +38.0%
NUSTAR ENERGY LP 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.00 Unrealized
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
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $3.34 Unrealized +11.2%
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
ONTRAK INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.41 Unrealized
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
BKKT/WS BAKKT HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.10 Unrealized