Richard W. Paul & Associates, LLC Diversified Active

CIK: 0001964203 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $250,531 (100.0% shares, 0.0% debt)

Holdings (511)

IUSV ISHARES TR 4.9%
Value ($000) $12,240 Shares 135,338 Est. Cost $71.47 Unrealized
IUSG ISHARES TR 4.8%
Value ($000) $12,117 Shares 103,382 Est. Cost $83.42 Unrealized
IJR ISHARES TR 4.3%
Value ($000) $10,875 Shares 98,398 Est. Cost $97.69 Unrealized
AGG ISHARES TR 4.0%
Value ($000) $10,018 Shares 102,285 Est. Cost $96.09 Unrealized
TLT ISHARES TR 4.0%
Value ($000) $9,928 Shares 104,925 Est. Cost $91.04 Unrealized
BIL SPDR SER TR 3.3%
Value ($000) $8,375 Shares 91,230 Est. Cost $91.68 Unrealized
IEFA ISHARES TR 3.0%
Value ($000) $7,398 Shares 99,676 Est. Cost $62.47 Unrealized
QQQ INVESCO QQQ TR 2.8%
Value ($000) $7,018 Shares 15,806 Est. Cost $272.45 Unrealized
EFA ISHARES TR 1.8%
Value ($000) $4,481 Shares 56,107 Est. Cost $69.06 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $4,057 Shares 78,632 Est. Cost $47.29 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,987 Shares 9,477 Est. Cost $235.04 Unrealized +69.9%
AAPL APPLE INC 1.5%
Value ($000) $3,881 Shares 22,634 Est. Cost $141.93 Unrealized +27.0%
IVV ISHARES TR 1.5%
Value ($000) $3,661 Shares 6,964 Est. Cost $389.61 Unrealized
SPYG SPDR SER TR 1.4%
Value ($000) $3,454 Shares 47,214 Est. Cost $50.67 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $3,092 Shares 20,929 Est. Cost $132.35 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $2,859 Shares 62,719 Est. Cost $45.59 Unrealized
COIN COINBASE GLOBAL INC 1.1%
Value ($000) $2,834 Shares 10,689 Est. Cost $53.61 Unrealized +235.7%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,782 Shares 13,356 Est. Cost $129.34 Unrealized
MCHI ISHARES TR 1.1%
Value ($000) $2,756 Shares 69,368 Est. Cost $40.75 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,735 Shares 35,820 Est. Cost $71.64 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 1.1%
Value ($000) $2,643 Shares 21,332 Est. Cost $101.80 Unrealized
ANGL VANECK ETF TRUST 1.1%
Value ($000) $2,638 Shares 90,891 Est. Cost $27.54 Unrealized
SCZ ISHARES TR 1.0%
Value ($000) $2,513 Shares 39,685 Est. Cost $56.96 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $2,138 Shares 36,943 Est. Cost $54.82 Unrealized
EEM ISHARES TR 0.8%
Value ($000) $2,087 Shares 50,812 Est. Cost $38.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,063 Shares 12,181 Est. Cost $143.87 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,048 Shares 11,135 Est. Cost $140.95 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $2,007 Shares 11,126 Est. Cost $99.09 Unrealized +68.5%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,939 Shares 2,146 Est. Cost $15.04 Unrealized +381.5%
META META PLATFORMS INC 0.7%
Value ($000) $1,853 Shares 3,817 Est. Cost $134.89 Unrealized +228.6%
IAGG ISHARES TR 0.7%
Value ($000) $1,834 Shares 36,718 Est. Cost $47.73 Unrealized
ISTB ISHARES TR 0.7%
Value ($000) $1,670 Shares 35,203 Est. Cost $46.50 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,653 Shares 13,126 Est. Cost $99.76 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,645 Shares 7,823 Est. Cost $176.71 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,644 Shares 30,308 Est. Cost $43.39 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,641 Shares 10,777 Est. Cost $96.46 Unrealized +48.5%
SPYM SPDR SER TR 0.7%
Value ($000) $1,634 Shares 26,564 Est. Cost $45.03 Unrealized
DSTL ETF SER SOLUTIONS 0.7%
Value ($000) $1,632 Shares 30,279 Est. Cost $41.77 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,560 Shares 7,786 Est. Cost $123.64 Unrealized +40.4%
ABBV ABBVIE INC 0.6%
Value ($000) $1,543 Shares 8,472 Est. Cost $137.09 Unrealized +18.2%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,475 Shares 2,819 Est. Cost $396.21 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,457 Shares 1,099 Est. Cost $48.23 Unrealized +151.3%
NFLX NETFLIX INC 0.6%
Value ($000) $1,428 Shares 2,352 Est. Cost $28.18 Unrealized +100.0%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $1,425 Shares 21,268 Est. Cost $73.34 Unrealized -16.5%
EMXC ISHARES INC 0.5%
Value ($000) $1,348 Shares 23,411 Est. Cost $49.33 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,328 Shares 1,813 Est. Cost $470.84 Unrealized +50.1%
ADBE ADOBE INC 0.5%
Value ($000) $1,301 Shares 2,579 Est. Cost $323.02 Unrealized +77.4%
MRK MERCK & CO INC 0.5%
Value ($000) $1,270 Shares 9,626 Est. Cost $93.13 Unrealized +24.3%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,241 Shares 29,584 Est. Cost $30.46 Unrealized +17.9%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,236 Shares 8,186 Est. Cost $94.45 Unrealized +50.3%
HD HOME DEPOT INC 0.5%
Value ($000) $1,213 Shares 3,163 Est. Cost $281.93 Unrealized +23.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,187 Shares 7,315 Est. Cost $131.22 Unrealized +14.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,165 Shares 24,154 Est. Cost $47.51 Unrealized
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,158 Shares 29,286 Est. Cost $39.53 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,126 Shares 6,164 Est. Cost $147.34 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,119 Shares 6,200 Est. Cost $72.32 Unrealized +141.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,069 Shares 2,160 Est. Cost $496.56 Unrealized -1.5%
ALB ALBEMARLE CORP 0.4%
Value ($000) $1,065 Shares 8,085 Est. Cost $167.13 Unrealized -28.9%
ZTS ZOETIS INC 0.4%
Value ($000) $1,060 Shares 6,266 Est. Cost $149.12 Unrealized +23.0%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,053 Shares 5,767 Est. Cost $168.94 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,047 Shares 2,175 Est. Cost $327.11 Unrealized +38.4%
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,046 Shares 12,811 Est. Cost $57.56 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,026 Shares 6,486 Est. Cost $155.37 Unrealized -3.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $1,014 Shares 349 Est. Cost $29.97 Unrealized +70.6%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,014 Shares 24,081 Est. Cost $33.50 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,009 Shares 36,357 Est. Cost $34.69 Unrealized -28.9%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,007 Shares 13,910 Est. Cost $77.44 Unrealized
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $1,006 Shares 1,924 Est. Cost $444.21 Unrealized +16.3%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $990 Shares 10,808 Est. Cost $82.28 Unrealized +3.2%
BYLD ISHARES TR 0.4%
Value ($000) $938 Shares 41,959 Est. Cost $21.72 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $932 Shares 7,419 Est. Cost $80.09 Unrealized +40.3%
TWLO TWILIO INC 0.4%
Value ($000) $924 Shares 15,118 Est. Cost $58.26 Unrealized +13.1%
DHR DANAHER CORPORATION 0.4%
Value ($000) $898 Shares 3,597 Est. Cost $226.03 Unrealized +6.8%
T AT&T INC 0.4%
Value ($000) $883 Shares 50,180 Est. Cost $14.58 Unrealized +7.2%
JPIE J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $881 Shares 19,345 Est. Cost $45.22 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $871 Shares 17,259 Est. Cost $50.19 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $861 Shares 9,253 Est. Cost $50.85 Unrealized +65.0%
WMT WALMART INC 0.3%
Value ($000) $856 Shares 14,231 Est. Cost $52.65 Unrealized +6.4%
LLY ELI LILLY & CO 0.3%
Value ($000) $851 Shares 1,094 Est. Cost $396.01 Unrealized +77.4%
INTU INTUIT 0.3%
Value ($000) $836 Shares 1,286 Est. Cost $394.20 Unrealized +60.1%
SHV ISHARES TR 0.3%
Value ($000) $806 Shares 7,291 Est. Cost $110.13 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $802 Shares 15,976 Est. Cost $41.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $795 Shares 14,651 Est. Cost $55.45 Unrealized -16.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $790 Shares 12,360 Est. Cost $69.16 Unrealized -19.9%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $787 Shares 2,285 Est. Cost $213.10 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $786 Shares 5,726 Est. Cost $135.67 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $777 Shares 9,734 Est. Cost $72.74 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $775 Shares 17,758 Est. Cost $35.38 Unrealized +0.9%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $772 Shares 2,224 Est. Cost $239.64 Unrealized +30.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $765 Shares 15,323 Est. Cost $42.07 Unrealized +12.2%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $749 Shares 6,562 Est. Cost $43.87 Unrealized +106.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $744 Shares 8,144 Est. Cost $88.52 Unrealized +0.1%
XLSR SSGA ACTIVE TR 0.3%
Value ($000) $742 Shares 14,890 Est. Cost $38.91 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $742 Shares 12,128 Est. Cost $55.04 Unrealized +3.0%
MMM 3M CO 0.3%
Value ($000) $718 Shares 6,773 Est. Cost $82.63 Unrealized -4.0%
VEGI ISHARES INC 0.3%
Value ($000) $715 Shares 18,582 Est. Cost $38.22 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $707 Shares 4,040 Est. Cost $161.00 Unrealized -2.3%
ROKU ROKU INC 0.3%
Value ($000) $698 Shares 10,707 Est. Cost $55.37 Unrealized +40.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $694 Shares 4,260 Est. Cost $140.40 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $684 Shares 2,085 Est. Cost $226.52 Unrealized +29.5%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $645 Shares 1,615 Est. Cost $244.05 Unrealized +54.8%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $619 Shares 8,997 Est. Cost $66.49 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $616 Shares 3,505 Est. Cost $189.34 Unrealized +3.2%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $602 Shares 16,632 Est. Cost $33.25 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $596 Shares 16,618 Est. Cost $29.69 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $582 Shares 4,039 Est. Cost $95.61 Unrealized +39.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $576 Shares 15,201 Est. Cost $31.44 Unrealized +4.3%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $576 Shares 4,909 Est. Cost $82.19 Unrealized +19.9%
QCOM QUALCOMM INC 0.2%
Value ($000) $568 Shares 3,354 Est. Cost $109.82 Unrealized +35.2%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $559 Shares 1,314 Est. Cost $327.98 Unrealized +30.3%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $553 Shares 6,776 Est. Cost $13.35 Unrealized +369.3%
HYG ISHARES TR 0.2%
Value ($000) $548 Shares 7,049 Est. Cost $76.39 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $541 Shares 2,081 Est. Cost $193.36 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $540 Shares 3,630 Est. Cost $147.91 Unrealized -7.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $530 Shares 1,164 Est. Cost $415.94 Unrealized -0.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $526 Shares 947 Est. Cost $276.15 Unrealized +80.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $499 Shares 2,866 Est. Cost $153.22 Unrealized +3.0%
V VISA INC 0.2%
Value ($000) $497 Shares 1,779 Est. Cost $197.37 Unrealized +38.0%
INTC INTEL CORP 0.2%
Value ($000) $496 Shares 11,225 Est. Cost $27.12 Unrealized +62.4%
MCK MCKESSON CORP 0.2%
Value ($000) $472 Shares 879 Est. Cost $366.90 Unrealized +37.2%
SPSM SPDR SER TR 0.2%
Value ($000) $463 Shares 10,749 Est. Cost $38.05 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $463 Shares 3,834 Est. Cost $78.26 Unrealized +35.1%
MPC MARATHON PETE CORP 0.2%
Value ($000) $458 Shares 2,274 Est. Cost $114.72 Unrealized +43.3%
JNK SPDR SER TR 0.2%
Value ($000) $452 Shares 4,750 Est. Cost $94.12 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $443 Shares 2,243 Est. Cost $185.08 Unrealized +0.6%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $438 Shares 1,715 Est. Cost $191.04 Unrealized +23.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $433 Shares 3,878 Est. Cost $19.55 Unrealized +26.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $427 Shares 1,331 Est. Cost $209.43 Unrealized +46.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $409 Shares 1,798 Est. Cost $142.37 Unrealized +42.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $407 Shares 1,110 Est. Cost $260.32 Unrealized +19.5%
CRM SALESFORCE INC 0.2%
Value ($000) $404 Shares 1,343 Est. Cost $201.68 Unrealized +41.4%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $401 Shares 6,918 Est. Cost $40.82 Unrealized +22.8%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $391 Shares 786 Est. Cost $421.84 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $389 Shares 6,745 Est. Cost $39.39 Unrealized +33.7%
PLD PROLOGIS INC. 0.2%
Value ($000) $387 Shares 2,971 Est. Cost $122.33 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $386 Shares 1,531 Est. Cost $193.49 Unrealized +22.8%
MINT PIMCO ETF TR 0.2%
Value ($000) $383 Shares 3,807 Est. Cost $99.48 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $381 Shares 3,401 Est. Cost $101.47 Unrealized -0.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $354 Shares 4,415 Est. Cost $45.03 Unrealized +51.1%
ABX ABACUS LIFE INC 0.1%
Value ($000) $354 Shares 29,047 Est. Cost $11.46 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $354 Shares 6,190 Est. Cost $44.90 Unrealized +5.4%
SPYV SPDR SER TR 0.1%
Value ($000) $354 Shares 7,057 Est. Cost $40.06 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $351 Shares 2,714 Est. Cost $113.45 Unrealized +0.6%
SYY SYSCO CORP 0.1%
Value ($000) $349 Shares 4,299 Est. Cost $68.78 Unrealized +8.5%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $342 Shares 1,352 Est. Cost $213.73 Unrealized +9.2%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $341 Shares 4,293 Est. Cost $69.56 Unrealized +12.1%
IWY ISHARES TR 0.1%
Value ($000) $322 Shares 1,651 Est. Cost $120.55 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $320 Shares 1,175 Est. Cost $161.11 Unrealized +76.7%
PIONEER NAT RES CO 0.1%
Value ($000) $314 Shares 1,196 Est. Cost $228.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $312 Shares 901 Est. Cost $264.24 Unrealized +34.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $303 Shares 4,324 Est. Cost $58.01 Unrealized +18.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $296 Shares 1,162 Est. Cost $220.37 Unrealized +7.9%
FISV FISERV INC 0.1%
Value ($000) $289 Shares 1,808 Est. Cost $99.59 Unrealized +46.2%
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $286 Shares 9,795 Est. Cost $24.85 Unrealized +5.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $281 Shares 6,485 Est. Cost $31.00 Unrealized +31.1%
TMUS T-MOBILE US INC 0.1%
Value ($000) $277 Shares 1,694 Est. Cost $149.68 Unrealized +5.7%
NOW SERVICENOW INC 0.1%
Value ($000) $274 Shares 360 Est. Cost $126.04 Unrealized +20.2%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $273 Shares 700 Est. Cost $431.21 Unrealized +7.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $263 Shares 1,098 Est. Cost $239.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $251 Shares 3,666 Est. Cost $47.13 Unrealized +36.4%
LIN LINDE PLC 0.1%
Value ($000) $249 Shares 537 Est. Cost $383.62 Unrealized +10.1%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $247 Shares 847 Est. Cost $222.44 Unrealized +18.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $241 Shares 5,759 Est. Cost $39.10 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $224 Shares 1,129 Est. Cost $158.99 Unrealized 0.0%
QAI INDEXIQ ETF TR 0.1%
Value ($000) $211 Shares 6,837 Est. Cost $28.54 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $208 Shares 7,302 Est. Cost $26.28 Unrealized +1.5%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $208 Shares 1,078 Est. Cost $141.69 Unrealized +23.1%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $199 Shares 4,043 Est. Cost $47.50 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $197 Shares 863 Est. Cost $183.83 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $184 Shares 138 Est. Cost $1338.52 Unrealized -7.9%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $177 Shares 2,072 Est. Cost $74.95 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $175 Shares 3,284 Est. Cost $42.50 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $172 Shares 2,240 Est. Cost $75.28 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $169 Shares 12,735 Est. Cost $10.29 Unrealized +3.9%
FISR SSGA ACTIVE TR 0.1%
Value ($000) $168 Shares 6,545 Est. Cost $25.76 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $167 Shares 3,616 Est. Cost $50.96 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $162 Shares 2,525 Est. Cost $48.73 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $149 Shares 4,594 Est. Cost $29.65 Unrealized
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $146 Shares 9,654 Est. Cost $16.00 Unrealized -13.7%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $139 Shares 3,196 Est. Cost $43.87 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $136 Shares 661 Est. Cost $184.51 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $114 Shares 1,273 Est. Cost $84.27 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $104 Shares 1,699 Est. Cost $49.92 Unrealized +4.0%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $103 Shares 1,633 Est. Cost $63.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $103 Shares 245 Est. Cost $300.82 Unrealized +30.8%
SGOV ISHARES TR 0.0%
Value ($000) $100 Shares 996 Est. Cost $100.69 Unrealized
BANK MONTREAL MEDIUM 0.0%
Value ($000) $97 Shares 298 Est. Cost $326.82 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $95 Shares 1,689 Est. Cost $41.58 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $92 Shares 2,026 Est. Cost $45.34 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $86 Shares 1,142 Est. Cost $74.06 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $84 Shares 1,531 Est. Cost $58.65 Unrealized -18.9%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $84 Shares 1,362 Est. Cost $48.87 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $82 Shares 144 Est. Cost $550.38 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $82 Shares 1,632 Est. Cost $34.05 Unrealized
AFIF TWO RDS SHARED TR 0.0%
Value ($000) $80 Shares 8,762 Est. Cost $8.76 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $80 Shares 1,102 Est. Cost $71.94 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $77 Shares 1,828 Est. Cost $40.90 Unrealized
HFND TIDAL ETF TR 0.0%
Value ($000) $77 Shares 3,520 Est. Cost $20.39 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $77 Shares 3,115 Est. Cost $24.11 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $75 Shares 1,940 Est. Cost $38.71 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $74 Shares 689 Est. Cost $106.44 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $73 Shares 1,281 Est. Cost $44.44 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $72 Shares 3,513 Est. Cost $20.56 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $70 Shares 721 Est. Cost $55.93 Unrealized +61.9%
EMHC SPDR SER TR 0.0%
Value ($000) $67 Shares 2,785 Est. Cost $24.17 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $67 Shares 373 Est. Cost $151.60 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $66 Shares 922 Est. Cost $59.63 Unrealized +8.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $59 Shares 208 Est. Cost $247.44 Unrealized +12.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $24.73 Unrealized
HL HECLA MNG CO 0.0%
Value ($000) $57 Shares 11,915 Est. Cost $4.89 Unrealized -19.1%
IJH ISHARES TR 0.0%
Value ($000) $57 Shares 936 Est. Cost $97.59 Unrealized
XT ISHARES TR 0.0%
Value ($000) $57 Shares 953 Est. Cost $59.62 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $56 Shares 1,357 Est. Cost $38.96 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $53 Shares 2,117 Est. Cost $24.95 Unrealized
BOXX EA SERIES TRUST 0.0%
Value ($000) $51 Shares 475 Est. Cost $106.46 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $48 Shares 1,912 Est. Cost $25.60 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $48 Shares 664 Est. Cost $71.88 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $47 Shares 765 Est. Cost $62.06 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 530 Est. Cost $82.50 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $46 Shares 1,619 Est. Cost $28.56 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 283 Est. Cost $137.15 Unrealized
PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $44 Shares 1,150 Est. Cost $33.64 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $42 Shares 1,067 Est. Cost $26.58 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $42 Shares 675 Est. Cost $38.79 Unrealized 0.0%
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 604 Est. Cost $51.67 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $40 Shares 1,307 Est. Cost $14.27 Unrealized
TWO RDS SHARED TR 0.0%
Value ($000) $39 Shares 4,363 Est. Cost $8.42 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 165 Est. Cost $179.76 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $38 Shares 186 Est. Cost $179.83 Unrealized +0.5%
IWP ISHARES TR 0.0%
Value ($000) $38 Shares 333 Est. Cost $83.70 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $36 Shares 116 Est. Cost $146.94 Unrealized +82.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $32 Shares 113 Est. Cost $133.70 Unrealized +18.0%
MET METLIFE INC 0.0%
Value ($000) $32 Shares 428 Est. Cost $64.19 Unrealized +2.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $31 Shares 435 Est. Cost $74.21 Unrealized -13.4%
FTS FORTIS INC 0.0%
Value ($000) $30 Shares 769 Est. Cost $34.63 Unrealized +7.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $30 Shares 244 Est. Cost $108.21 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $29 Shares 74 Est. Cost $331.33 Unrealized
BA BOEING CO 0.0%
Value ($000) $29 Shares 148 Est. Cost $163.57 Unrealized +25.6%
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 1,489 Est. Cost $18.72 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $24.91 Unrealized -3.5%
IGM ISHARES TR 0.0%
Value ($000) $27 Shares 318 Est. Cost $118.48 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $26 Shares 1,246 Est. Cost $21.28 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 240 Est. Cost $82.85 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $25 Shares 549 Est. Cost $45.73 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $25 Shares 205 Est. Cost $134.83 Unrealized -12.6%
TOTALENERGIES SE 0.0%
Value ($000) $25 Shares 362 Est. Cost $61.97 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $25 Shares 520 Est. Cost $34.76 Unrealized +16.4%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $24 Shares 348 Est. Cost $61.42 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $24 Shares 250 Est. Cost $85.60 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $24 Shares 608 Est. Cost $28.20 Unrealized +17.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $23 Shares 242 Est. Cost $84.97 Unrealized +4.1%
XAR SPDR SER TR 0.0%
Value ($000) $23 Shares 166 Est. Cost $129.72 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $23 Shares 778 Est. Cost $29.36 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $23 Shares 798 Est. Cost $29.36 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $22 Shares 213 Est. Cost $72.76 Unrealized +15.6%
XSD SPDR SER TR 0.0%
Value ($000) $21 Shares 92 Est. Cost $222.05 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $21 Shares 588 Est. Cost $31.87 Unrealized -1.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 608 Est. Cost $48.83 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $21 Shares 370 Est. Cost $78.15 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 80 Est. Cost $200.54 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $21 Shares 730 Est. Cost $27.07 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $21 Shares 966 Est. Cost $17.72 Unrealized
SNY SANOFI 0.0%
Value ($000) $21 Shares 422 Est. Cost $51.68 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $20 Shares 200 Est. Cost $86.72 Unrealized +12.2%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 125 Est. Cost $94.51 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $19 Shares 121 Est. Cost $147.44 Unrealized -5.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $19 Shares 118 Est. Cost $138.67 Unrealized +1.8%
IHAK ISHARES TR 0.0%
Value ($000) $19 Shares 404 Est. Cost $45.43 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $18 Shares 404 Est. Cost $36.32 Unrealized +6.4%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $18 Shares 288 Est. Cost $30.96 Unrealized +92.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $18 Shares 362 Est. Cost $52.91 Unrealized -19.4%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $17 Shares 465 Est. Cost $30.91 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 235 Est. Cost $71.32 Unrealized +1.0%
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $76.99 Unrealized +2.3%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $17 Shares 92 Est. Cost $167.99 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 180 Est. Cost $86.60 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $17 Shares 736 Est. Cost $24.65 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $17 Shares 172 Est. Cost $88.64 Unrealized -2.0%
BARRICK GOLD CORP 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.18 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $17 Shares 310 Est. Cost $45.55 Unrealized +7.0%
BCE BCE INC 0.0%
Value ($000) $16 Shares 480 Est. Cost $35.44 Unrealized -8.3%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $16 Shares 684 Est. Cost $24.38 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $16 Shares 397 Est. Cost $36.34 Unrealized -0.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 83 Est. Cost $158.80 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $16 Shares 251 Est. Cost $41.49 Unrealized +26.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $16 Shares 1,129 Est. Cost $12.43 Unrealized -3.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $16 Shares 125 Est. Cost $133.49 Unrealized -11.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $16 Shares 181 Est. Cost $81.19 Unrealized -6.4%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $15 Shares 1,128 Est. Cost $10.92 Unrealized +19.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $15 Shares 120 Est. Cost $113.14 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $15 Shares 216 Est. Cost $41.29 Unrealized +64.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $15 Shares 380 Est. Cost $36.72 Unrealized -9.1%
ITOT ISHARES TR 0.0%
Value ($000) $15 Shares 127 Est. Cost $86.35 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 173 Est. Cost $61.23 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $14 Shares 393 Est. Cost $33.55 Unrealized +0.3%
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 48 Est. Cost $228.72 Unrealized +20.7%
DTCR GLOBAL X FDS 0.0%
Value ($000) $13 Shares 863 Est. Cost $12.51 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 130 Est. Cost $79.65 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $13 Shares 112 Est. Cost $53.81 Unrealized +66.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $13 Shares 123 Est. Cost $47.17 Unrealized +1.1%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $114.04 Unrealized +33.9%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 712 Est. Cost $17.12 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 11 Est. Cost $53.77 Unrealized +30.1%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $12 Shares 120 Est. Cost $98.11 Unrealized -10.1%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $12 Shares 238 Est. Cost $38.24 Unrealized +15.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $12 Shares 48 Est. Cost $223.22 Unrealized +3.3%
DRLL EA SERIES TRUST 0.0%
Value ($000) $12 Shares 378 Est. Cost $29.45 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $12 Shares 56 Est. Cost $115.68 Unrealized +47.5%
HANESBRANDS INC 0.0%
Value ($000) $11 Shares 1,966 Est. Cost $6.36 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $11 Shares 530 Est. Cost $18.49 Unrealized +1.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $56.68 Unrealized -5.9%
LIT GLOBAL X FDS 0.0%
Value ($000) $11 Shares 237 Est. Cost $58.56 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $11 Shares 362 Est. Cost $29.93 Unrealized -14.1%
WS WORTHINGTON STL INC 0.0%
Value ($000) $10 Shares 288 Est. Cost $27.30 Unrealized +11.1%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $10 Shares 99 Est. Cost $82.73 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $10 Shares 172 Est. Cost $38.88 Unrealized +41.3%
O REALTY INCOME CORP 0.0%
Value ($000) $10 Shares 183 Est. Cost $51.19 Unrealized -5.0%
AMCOR PLC 0.0%
Value ($000) $9 Shares 990 Est. Cost $10.20 Unrealized -14.6%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $9 Shares 303 Est. Cost $39.75 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.35 Unrealized +7.5%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $9 Shares 49 Est. Cost $28.91 Unrealized +19.8%
PPL PPL CORP 0.0%
Value ($000) $9 Shares 230 Est. Cost $24.69 Unrealized +1.1%
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $9 Shares 328 Est. Cost $25.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $524.96 Unrealized +6.2%
FTV FORTIVE CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $47.79 Unrealized +26.0%
MBB ISHARES TR 0.0%
Value ($000) $9 Shares 92 Est. Cost $92.75 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $8 Shares 70 Est. Cost $107.83 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 162 Est. Cost $51.66 Unrealized
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $8 Shares 141 Est. Cost $39.13 Unrealized
CSX CSX CORP 0.0%
Value ($000) $8 Shares 219 Est. Cost $28.96 Unrealized +22.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $8 Shares 38 Est. Cost $155.58 Unrealized +22.8%
EBAY EBAY INC. 0.0%
Value ($000) $8 Shares 150 Est. Cost $38.98 Unrealized +12.8%
TIPX SPDR SER TR 0.0%
Value ($000) $8 Shares 420 Est. Cost $18.79 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $8 Shares 78 Est. Cost $70.16 Unrealized +27.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $7 Shares 230 Est. Cost $45.32 Unrealized -33.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $7 Shares 163 Est. Cost $13.92 Unrealized +192.4%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $7 Shares 285 Est. Cost $23.67 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $7 Shares 63 Est. Cost $97.62 Unrealized +13.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $172.02 Unrealized +20.2%
FEBW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $7 Shares 240 Est. Cost $28.96 Unrealized
BILZ PIMCO ETF TR 0.0%
Value ($000) $7 Shares 65 Est. Cost $100.83 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $6 Shares 76 Est. Cost $58.50 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.72 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 1,472 Est. Cost $1.02 Unrealized +226.9%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $6 Shares 1,035 Est. Cost $4.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $6 Shares 297 Est. Cost $17.93 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $112.19 Unrealized +2.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $6 Shares 55 Est. Cost $113.90 Unrealized -14.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 50 Est. Cost $88.04 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $6 Shares 105 Est. Cost $64.37 Unrealized -23.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 Shares 80 Est. Cost $55.44 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $5 Shares 171 Est. Cost $30.14 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $93.28 Unrealized +93.4%
AGNG GLOBAL X FDS 0.0%
Value ($000) $5 Shares 177 Est. Cost $26.18 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $448.89 Unrealized +22.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $155.95 Unrealized +24.0%
CDW CDW CORP 0.0%
Value ($000) $5 Shares 19 Est. Cost $168.86 Unrealized +37.2%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 310 Est. Cost $17.30 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $5 Shares 501 Est. Cost $11.46 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.80 Unrealized
UNILEVER PLC 0.0%
Value ($000) $5 Shares 92 Est. Cost $50.67 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $5 Shares 126 Est. Cost $15.17 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $104.32 Unrealized +56.8%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 59 Est. Cost $64.35 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 75 Est. Cost $47.95 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $105.43 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $4 Shares 140 Est. Cost $30.26 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $4 Shares 424 Est. Cost $11.14 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $114.42 Unrealized -37.3%
BLACKROCK INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $708.60 Unrealized
ORANY ORANGE 0.0%
Value ($000) $4 Shares 350 Est. Cost $9.88 Unrealized
KNOP KNOT OFFSHORE PARTNERS LP 0.0%
Value ($000) $4 Shares 784 Est. Cost $7.07 Unrealized -22.9%
TPR TAPESTRY INC 0.0%
Value ($000) $4 Shares 83 Est. Cost $31.74 Unrealized +29.5%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.72 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 4 Est. Cost $733.79 Unrealized +28.9%
BW BABCOCK & WILCOX ENTERPRISES 0.0%
Value ($000) $4 Shares 3,300 Est. Cost $1.24 Unrealized 0.0%
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 67 Est. Cost $54.58 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
NKE NIKE INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $95.30 Unrealized +2.6%
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $3 Shares 66 Est. Cost $52.65 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.68 Unrealized +12.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 7 Est. Cost $438.63 Unrealized
BFOR ALPS ETF TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $53.30 Unrealized
MARW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $3 Shares 115 Est. Cost $28.72 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $73.45 Unrealized -17.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.70 Unrealized -1.9%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $59.21 Unrealized +70.2%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $61.00 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $3 Shares 17 Est. Cost $145.06 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $3 Shares 285 Est. Cost $5.92 Unrealized +39.1%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 36 Est. Cost $78.03 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.54 Unrealized +47.5%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 872 Est. Cost $4.64 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $3 Shares 25 Est. Cost $93.45 Unrealized +9.6%
CIEN CIENA CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.21 Unrealized +16.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 65 Est. Cost $47.12 Unrealized -14.2%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.05 Unrealized +34.9%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $31.83 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $23.85 Unrealized +52.4%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $3 Shares 24 Est. Cost $84.49 Unrealized +20.1%
ALV AUTOLIV INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $98.45 Unrealized +8.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 36 Est. Cost $66.01 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $3 Shares 194 Est. Cost $14.39 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $3 Shares 94 Est. Cost $23.88 Unrealized -6.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $85.94 Unrealized -17.6%
SPTL SPDR SER TR 0.0%
Value ($000) $3 Shares 94 Est. Cost $29.03 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $115.04 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $57.88 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 34 Est. Cost $59.93 Unrealized +4.9%
GAMR AMPLIFY ETF TR 0.0%
Value ($000) $3 Shares 44 Est. Cost $57.93 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $3 Shares 20 Est. Cost $109.40 Unrealized -1.6%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $3 Shares 101 Est. Cost $17.05 Unrealized +34.8%
PAWZ PROSHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.34 Unrealized
EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $2 Shares 75 Est. Cost $27.07 Unrealized
SHYFT GROUP INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $24.86 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2 Shares 113 Est. Cost $22.08 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $2 Shares 109 Est. Cost $15.06 Unrealized +31.6%
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.14 Unrealized -33.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $2 Shares 8 Est. Cost $258.51 Unrealized +3.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $69.73 Unrealized +16.6%
VFC V F CORP 0.0%
Value ($000) $2 Shares 150 Est. Cost $29.09 Unrealized -44.7%
TEX TEREX CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.52 Unrealized +44.7%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $37.46 Unrealized +104.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.04 Unrealized +13.4%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.80 Unrealized
ISHARES TR 0.0%
Value ($000) $2 Shares 88 Est. Cost $23.20 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $2 Shares 92 Est. Cost $18.21 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.94 Unrealized +83.2%
AGNC AGNC INVT CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.81 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $2 Shares 107 Est. Cost $15.19 Unrealized +5.2%
DOW DOW INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $40.52 Unrealized +20.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $18.74 Unrealized +108.0%
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
MDU MDU RES GROUP INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $10.27 Unrealized +6.9%
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 +9.6%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.45 Unrealized +0.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.30 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $34.41 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 11 Est. Cost $127.85 Unrealized +9.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.46 Unrealized +10.1%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 54 Est. Cost $30.65 Unrealized -3.3%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $158.08 Unrealized +75.8%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.56 Unrealized +15.5%
CACI CACI INTL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $291.64 Unrealized +21.8%
LISTED FD TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $30.24 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.95 Unrealized
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 75 Est. Cost $24.97 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.53 Unrealized -11.9%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.43 Unrealized +57.9%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $166.92 Unrealized +45.6%
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $30.39 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $12.06 Unrealized +27.2%
HYS PIMCO ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $89.29 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.94 Unrealized +32.3%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $1 Shares 52 Est. Cost $23.75 Unrealized -0.2%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $1 Shares 197 Est. Cost $4.53 Unrealized +14.2%
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.53 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $12.15 Unrealized -20.7%
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 5 Est. Cost $196.84 Unrealized +2.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $148.17 Unrealized +3.8%
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $10.56 Unrealized +478.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $1 Shares 79 Est. Cost $11.37 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.24 Unrealized +17.6%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.62 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.38 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.88 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.04 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.73 Unrealized
SIXO AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.56 Unrealized
SJB PROSHARES TR 0.0%
Value ($000) $1 Shares 43 Est. Cost $17.09 Unrealized
CMDT PIMCO ETF TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $27.15 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%
LISTED FD TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.22 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.68 Unrealized -47.3%
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $73.75 Unrealized +11.5%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 114 Est. Cost $4.34 Unrealized +30.6%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $46.45 Unrealized +28.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 Shares 24 Est. Cost $18.50 Unrealized
LTPZ PIMCO ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.60 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $141.33 Unrealized +56.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.05 Unrealized -22.7%
JPXN ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.51 Unrealized +0.9%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.70 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.07 Unrealized +19.0%
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.91 Unrealized +70.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.13 Unrealized +9.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $9.05 Unrealized +21.9%
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.90 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.52 Unrealized +56.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.97 Unrealized -27.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.62 Unrealized +88.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.07 Unrealized -47.4%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized -12.4%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.45 Unrealized -20.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.48 Unrealized +17.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.03 Unrealized +30.9%
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.13 Unrealized +39.8%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized -41.6%
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
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $3.34 Unrealized -6.5%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.00 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