Richard W. Paul & Associates, LLC Diversified Active

CIK: 0001964203 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 5, 2025

Total Value ($000): $274,510 (100.0% shares, 0.0% debt)

Holdings (512)

IUSV ISHARES TR 5.4%
Value ($000) $14,950 Shares 161,459 Est. Cost $74.98 Unrealized
IUSG ISHARES TR 5.3%
Value ($000) $14,442 Shares 103,639 Est. Cost $85.32 Unrealized
IJR ISHARES TR 4.8%
Value ($000) $13,227 Shares 114,799 Est. Cost $99.53 Unrealized
AGG ISHARES TR 4.0%
Value ($000) $11,058 Shares 114,115 Est. Cost $96.46 Unrealized
TLT ISHARES TR 3.6%
Value ($000) $9,868 Shares 112,997 Est. Cost $91.20 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 3.2%
Value ($000) $8,916 Shares 195,442 Est. Cost $46.23 Unrealized
QQQ INVESCO QQQ TR 3.2%
Value ($000) $8,914 Shares 17,437 Est. Cost $294.63 Unrealized
IEFA ISHARES TR 2.8%
Value ($000) $7,788 Shares 110,808 Est. Cost $63.49 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $5,736 Shares 22,907 Est. Cost $144.78 Unrealized +62.0%
EFA ISHARES TR 1.7%
Value ($000) $4,745 Shares 62,756 Est. Cost $70.13 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $4,453 Shares 85,266 Est. Cost $47.71 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $4,110 Shares 9,750 Est. Cost $240.99 Unrealized +75.3%
IVV ISHARES TR 1.4%
Value ($000) $3,903 Shares 6,630 Est. Cost $389.61 Unrealized
MCHI ISHARES TR 1.2%
Value ($000) $3,186 Shares 67,979 Est. Cost $40.78 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $3,111 Shares 68,832 Est. Cost $45.59 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,973 Shares 22,139 Est. Cost $94.20 Unrealized +46.3%
XLP SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,773 Shares 35,274 Est. Cost $71.81 Unrealized
XLV SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,719 Shares 19,767 Est. Cost $132.35 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $2,691 Shares 29,435 Est. Cost $91.68 Unrealized
SCZ ISHARES TR 1.0%
Value ($000) $2,671 Shares 43,969 Est. Cost $57.47 Unrealized
ANGL VANECK ETF TRUST 1.0%
Value ($000) $2,609 Shares 90,995 Est. Cost $27.64 Unrealized
EEM ISHARES TR 0.9%
Value ($000) $2,524 Shares 60,356 Est. Cost $39.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,442 Shares 10,887 Est. Cost $142.71 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,427 Shares 10,439 Est. Cost $129.34 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,412 Shares 10,996 Est. Cost $101.16 Unrealized +102.2%
COIN COINBASE GLOBAL INC 0.8%
Value ($000) $2,269 Shares 9,139 Est. Cost $53.61 Unrealized +373.6%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.8%
Value ($000) $2,188 Shares 78,087 Est. Cost $21.89 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2,185 Shares 9,423 Est. Cost $146.38 Unrealized +24.9%
META META PLATFORMS INC 0.8%
Value ($000) $2,125 Shares 3,629 Est. Cost $141.34 Unrealized +313.7%
GOOG ALPHABET INC 0.7%
Value ($000) $2,043 Shares 10,727 Est. Cost $96.46 Unrealized +82.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $2,038 Shares 36,156 Est. Cost $45.30 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,988 Shares 34,559 Est. Cost $55.11 Unrealized
IAGG ISHARES TR 0.7%
Value ($000) $1,972 Shares 39,501 Est. Cost $47.90 Unrealized
VOLATILITY SHS TR 0.7%
Value ($000) $1,901 Shares 243,748 Est. Cost $6.01 Unrealized
ISTB ISHARES TR 0.7%
Value ($000) $1,884 Shares 39,444 Est. Cost $46.65 Unrealized
DSTL ETF SER SOLUTIONS 0.7%
Value ($000) $1,847 Shares 33,623 Est. Cost $42.70 Unrealized
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $1,809 Shares 21,192 Est. Cost $72.94 Unrealized +15.0%
NFLX NETFLIX INC 0.6%
Value ($000) $1,746 Shares 1,959 Est. Cost $28.91 Unrealized +184.7%
FETH FIDELITY ETHEREUM FD 0.6%
Value ($000) $1,718 Shares 51,420 Est. Cost $26.22 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,703 Shares 12,922 Est. Cost $100.40 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $1,677 Shares 6,997 Est. Cost $123.64 Unrealized +84.4%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,595 Shares 9,103 Est. Cost $143.87 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.6%
Value ($000) $1,568 Shares 12,552 Est. Cost $101.80 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,503 Shares 21,805 Est. Cost $45.03 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,427 Shares 7,540 Est. Cost $94.45 Unrealized +84.4%
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,426 Shares 35,060 Est. Cost $39.35 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,425 Shares 1,555 Est. Cost $476.26 Unrealized +93.7%
TSLA TESLA INC 0.5%
Value ($000) $1,385 Shares 3,429 Est. Cost $189.34 Unrealized +69.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1,378 Shares 7,753 Est. Cost $138.69 Unrealized +27.9%
ORCL ORACLE CORP 0.5%
Value ($000) $1,348 Shares 8,090 Est. Cost $85.29 Unrealized +106.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,305 Shares 26,813 Est. Cost $47.59 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $1,291 Shares 5,845 Est. Cost $176.71 Unrealized
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $1,274 Shares 3,331 Est. Cost $293.16 Unrealized +11.4%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $1,250 Shares 14,736 Est. Cost $77.27 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,247 Shares 10,361 Est. Cost $82.49 Unrealized +46.2%
ADBE ADOBE INC 0.5%
Value ($000) $1,245 Shares 2,799 Est. Cost $338.58 Unrealized +46.2%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,242 Shares 2,856 Est. Cost $423.90 Unrealized -8.6%
HD HOME DEPOT INC 0.5%
Value ($000) $1,240 Shares 3,188 Est. Cost $282.85 Unrealized +40.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,215 Shares 30,386 Est. Cost $30.58 Unrealized +28.9%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,213 Shares 2,070 Est. Cost $401.66 Unrealized
ROKU ROKU INC 0.4%
Value ($000) $1,189 Shares 15,997 Est. Cost $57.79 Unrealized +31.1%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,182 Shares 2,245 Est. Cost $331.74 Unrealized +55.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $1,173 Shares 19,460 Est. Cost $60.97 Unrealized -1.1%
ZTS ZOETIS INC 0.4%
Value ($000) $1,158 Shares 7,108 Est. Cost $151.68 Unrealized +16.3%
MRK MERCK & CO INC 0.4%
Value ($000) $1,123 Shares 11,285 Est. Cost $95.38 Unrealized +3.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,122 Shares 2,218 Est. Cost $496.16 Unrealized +11.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,106 Shares 17,431 Est. Cost $57.53 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,086 Shares 12,025 Est. Cost $52.65 Unrealized +63.0%
BYLD ISHARES TR 0.4%
Value ($000) $1,067 Shares 48,133 Est. Cost $21.80 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,032 Shares 6,153 Est. Cost $131.80 Unrealized +25.7%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $988 Shares 8,178 Est. Cost $91.50 Unrealized +57.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $988 Shares 16,683 Est. Cost $42.42 Unrealized +30.5%
T AT&T INC 0.4%
Value ($000) $986 Shares 43,316 Est. Cost $14.58 Unrealized +47.6%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $973 Shares 20,142 Est. Cost $33.50 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $950 Shares 6,567 Est. Cost $155.23 Unrealized -3.6%
MO ALTRIA GROUP INC 0.3%
Value ($000) $941 Shares 18,004 Est. Cost $35.46 Unrealized +37.7%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $939 Shares 4,461 Est. Cost $147.34 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $936 Shares 9,669 Est. Cost $57.56 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $925 Shares 7,332 Est. Cost $134.36 Unrealized -8.9%
SBUX STARBUCKS CORP 0.3%
Value ($000) $911 Shares 9,981 Est. Cost $86.48 Unrealized +8.6%
HYG ISHARES TR 0.3%
Value ($000) $899 Shares 11,431 Est. Cost $77.23 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $898 Shares 6,791 Est. Cost $135.86 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $898 Shares 1,163 Est. Cost $445.73 Unrealized +84.2%
DHR DANAHER CORPORATION 0.3%
Value ($000) $895 Shares 3,897 Est. Cost $227.96 Unrealized +7.0%
ICVT ISHARES TR 0.3%
Value ($000) $886 Shares 10,431 Est. Cost $73.25 Unrealized
MMM 3M CO 0.3%
Value ($000) $883 Shares 6,839 Est. Cost $82.96 Unrealized +54.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $872 Shares 10,363 Est. Cost $103.74 Unrealized -2.4%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $870 Shares 4,442 Est. Cost $168.94 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $857 Shares 32,299 Est. Cost $34.39 Unrealized -27.0%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $850 Shares 2,071 Est. Cost $219.20 Unrealized
INTU INTUIT 0.3%
Value ($000) $846 Shares 1,346 Est. Cost $406.95 Unrealized +56.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $804 Shares 16,819 Est. Cost $42.55 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $803 Shares 5,224 Est. Cost $134.68 Unrealized +18.4%
EMXC ISHARES INC 0.3%
Value ($000) $801 Shares 14,442 Est. Cost $49.33 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $799 Shares 9,258 Est. Cost $51.56 Unrealized +90.4%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $799 Shares 11,139 Est. Cost $69.16 Unrealized +8.5%
KO COCA COLA CO 0.3%
Value ($000) $775 Shares 12,442 Est. Cost $55.21 Unrealized +14.3%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $765 Shares 2,251 Est. Cost $244.42 Unrealized +51.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $742 Shares 16,527 Est. Cost $58.04 Unrealized -7.6%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $740 Shares 1,417 Est. Cost $254.10 Unrealized +105.0%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $737 Shares 4,352 Est. Cost $141.51 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $732 Shares 4,811 Est. Cost $160.75 Unrealized -2.6%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $713 Shares 6,190 Est. Cost $43.87 Unrealized +180.7%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $687 Shares 1,380 Est. Cost $337.33 Unrealized +49.1%
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $665 Shares 12,449 Est. Cost $38.91 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $659 Shares 6,899 Est. Cost $94.57 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $655 Shares 11,577 Est. Cost $54.86 Unrealized -4.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $635 Shares 3,594 Est. Cost $19.55 Unrealized +114.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $634 Shares 14,430 Est. Cost $31.54 Unrealized +35.8%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $616 Shares 2,125 Est. Cost $195.35 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $610 Shares 5,540 Est. Cost $110.13 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $609 Shares 2,920 Est. Cost $230.27 Unrealized -3.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $596 Shares 5,032 Est. Cost $83.19 Unrealized +40.3%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $596 Shares 15,534 Est. Cost $33.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $580 Shares 1,193 Est. Cost $418.04 Unrealized +26.1%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $559 Shares 4,917 Est. Cost $13.35 Unrealized +787.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $559 Shares 2,979 Est. Cost $154.12 Unrealized +25.3%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $553 Shares 870 Est. Cost $276.15 Unrealized +137.2%
V VISA INC 0.2%
Value ($000) $513 Shares 1,624 Est. Cost $197.37 Unrealized +51.1%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $496 Shares 14,531 Est. Cost $31.45 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $490 Shares 1,651 Est. Cost $142.37 Unrealized +99.2%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $479 Shares 6,229 Est. Cost $39.39 Unrealized +91.7%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $473 Shares 6,967 Est. Cost $66.49 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $455 Shares 798 Est. Cost $368.99 Unrealized +51.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $452 Shares 6,440 Est. Cost $40.82 Unrealized +63.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $452 Shares 8,387 Est. Cost $54.02 Unrealized +0.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $437 Shares 2,383 Est. Cost $185.38 Unrealized +7.0%
PLD PROLOGIS INC. 0.2%
Value ($000) $437 Shares 4,130 Est. Cost $118.99 Unrealized -7.4%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $436 Shares 7,200 Est. Cost $54.29 Unrealized +7.4%
SPSM SPDR SER TR 0.2%
Value ($000) $423 Shares 9,426 Est. Cost $38.32 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $421 Shares 1,258 Est. Cost $201.68 Unrealized +57.1%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $401 Shares 956 Est. Cost $424.00 Unrealized +1.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $398 Shares 1,428 Est. Cost $193.49 Unrealized +40.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $388 Shares 4,339 Est. Cost $53.52 Unrealized +64.5%
PHM PULTE GROUP INC 0.1%
Value ($000) $383 Shares 3,515 Est. Cost $78.26 Unrealized +64.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $380 Shares 1,047 Est. Cost $260.32 Unrealized +46.6%
INTC INTEL CORP 0.1%
Value ($000) $372 Shares 18,543 Est. Cost $28.91 Unrealized -22.0%
NOW SERVICENOW INC 0.1%
Value ($000) $369 Shares 348 Est. Cost $126.04 Unrealized +60.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $366 Shares 1,069 Est. Cost $209.43 Unrealized +58.8%
IRM IRON MTN INC DEL 0.1%
Value ($000) $365 Shares 3,469 Est. Cost $45.03 Unrealized +150.5%
SPYV SPDR SER TR 0.1%
Value ($000) $357 Shares 6,985 Est. Cost $40.74 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $351 Shares 1,589 Est. Cost $149.68 Unrealized +49.3%
KR KROGER CO 0.1%
Value ($000) $332 Shares 5,432 Est. Cost $44.90 Unrealized +27.7%
ABX ABACUS LIFE INC 0.1%
Value ($000) $328 Shares 41,836 Est. Cost $10.83 Unrealized -23.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $326 Shares 2,489 Est. Cost $113.45 Unrealized +14.7%
MINT PIMCO ETF TR 0.1%
Value ($000) $311 Shares 3,097 Est. Cost $99.48 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $303 Shares 12,105 Est. Cost $25.82 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $299 Shares 2,143 Est. Cost $114.72 Unrealized +29.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $296 Shares 1,098 Est. Cost $239.76 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $294 Shares 1,374 Est. Cost $157.91 Unrealized +38.1%
SYY SYSCO CORP 0.1%
Value ($000) $289 Shares 3,776 Est. Cost $68.78 Unrealized +7.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $286 Shares 4,735 Est. Cost $71.18 Unrealized +0.3%
WDAY WORKDAY INC 0.1%
Value ($000) $283 Shares 1,098 Est. Cost $161.11 Unrealized +58.6%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $277 Shares 5,494 Est. Cost $50.19 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $271 Shares 2,243 Est. Cost $115.43 Unrealized +2.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $269 Shares 2,505 Est. Cost $110.30 Unrealized +1.9%
DTE DTE ENERGY CO 0.1%
Value ($000) $265 Shares 2,197 Est. Cost $101.47 Unrealized +16.7%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $257 Shares 3,944 Est. Cost $69.56 Unrealized -0.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $251 Shares 5,710 Est. Cost $39.16 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $246 Shares 9,044 Est. Cost $24.85 Unrealized +16.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $238 Shares 3,991 Est. Cost $58.01 Unrealized +9.7%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $217 Shares 6,839 Est. Cost $26.28 Unrealized +14.0%
BOXX EA SERIES TRUST 0.1%
Value ($000) $215 Shares 1,949 Est. Cost $108.32 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $214 Shares 891 Est. Cost $185.71 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $212 Shares 4,319 Est. Cost $47.63 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $211 Shares 504 Est. Cost $383.62 Unrealized +17.0%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $195 Shares 9,654 Est. Cost $16.00 Unrealized +39.8%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $190 Shares 2,459 Est. Cost $75.46 Unrealized
ETHA ISHARES ETHEREUM TR 0.1%
Value ($000) $178 Shares 7,033 Est. Cost $20.39 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $175 Shares 1,071 Est. Cost $158.99 Unrealized +7.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $170 Shares 1,936 Est. Cost $75.71 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $169 Shares 138 Est. Cost $1338.52 Unrealized -2.5%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $167 Shares 1,677 Est. Cost $49.92 Unrealized +83.9%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $162 Shares 5,305 Est. Cost $30.11 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $161 Shares 3,342 Est. Cost $50.96 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $158 Shares 4,832 Est. Cost $33.02 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $158 Shares 2,210 Est. Cost $48.73 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $156 Shares 1,909 Est. Cost $68.79 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $151 Shares 2,754 Est. Cost $42.62 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $143 Shares 1,287 Est. Cost $103.33 Unrealized +0.2%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $142 Shares 1,806 Est. Cost $75.66 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $142 Shares 614 Est. Cost $218.15 Unrealized 0.0%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $132 Shares 4,255 Est. Cost $29.69 Unrealized
F FORD MTR CO 0.0%
Value ($000) $123 Shares 12,468 Est. Cost $10.29 Unrealized -4.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $122 Shares 505 Est. Cost $196.19 Unrealized
XNTK SPDR SER TR 0.0%
Value ($000) $111 Shares 551 Est. Cost $195.25 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $110 Shares 2,432 Est. Cost $45.34 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $108 Shares 3,436 Est. Cost $31.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $106 Shares 233 Est. Cost $300.82 Unrealized +53.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $99 Shares 1,327 Est. Cost $74.18 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $99 Shares 1,940 Est. Cost $38.71 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $97 Shares 1,105 Est. Cost $51.43 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $95 Shares 1,531 Est. Cost $58.65 Unrealized +5.2%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $93 Shares 1,364 Est. Cost $71.39 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $85 Shares 405 Est. Cost $234.08 Unrealized +0.2%
SJNK SPDR SER TR 0.0%
Value ($000) $84 Shares 3,323 Est. Cost $25.07 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $81 Shares 4,153 Est. Cost $20.61 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $78 Shares 721 Est. Cost $55.93 Unrealized +74.7%
CERY SPDR SER TR 0.0%
Value ($000) $77 Shares 2,986 Est. Cost $25.89 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $75 Shares 1,015 Est. Cost $63.17 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $74 Shares 895 Est. Cost $63.05 Unrealized +34.0%
SPTL SPDR SER TR 0.0%
Value ($000) $68 Shares 2,590 Est. Cost $27.26 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $24.73 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $62 Shares 1,478 Est. Cost $40.90 Unrealized
EMHC SPDR SER TR 0.0%
Value ($000) $59 Shares 2,488 Est. Cost $24.17 Unrealized
HL HECLA MNG CO 0.0%
Value ($000) $59 Shares 11,915 Est. Cost $4.89 Unrealized +21.8%
IJH ISHARES TR 0.0%
Value ($000) $58 Shares 930 Est. Cost $97.59 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $55 Shares 1,275 Est. Cost $43.87 Unrealized
FISR SSGA ACTIVE TR 0.0%
Value ($000) $50 Shares 1,983 Est. Cost $26.17 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $49 Shares 553 Est. Cost $82.56 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $47 Shares 655 Est. Cost $71.88 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $47 Shares 253 Est. Cost $151.60 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $47 Shares 439 Est. Cost $106.44 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $45 Shares 355 Est. Cost $85.35 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $45 Shares 191 Est. Cost $120.55 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $43 Shares 1,552 Est. Cost $29.02 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 165 Est. Cost $179.76 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 1,720 Est. Cost $37.45 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $41 Shares 1,050 Est. Cost $41.40 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $41 Shares 1,380 Est. Cost $30.03 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $38 Shares 116 Est. Cost $146.94 Unrealized +136.2%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 237 Est. Cost $137.15 Unrealized
MET METLIFE INC 0.0%
Value ($000) $35 Shares 428 Est. Cost $64.19 Unrealized +25.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $34 Shares 119 Est. Cost $247.44 Unrealized +17.3%
IGM ISHARES TR 0.0%
Value ($000) $32 Shares 318 Est. Cost $118.48 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $32 Shares 435 Est. Cost $74.21 Unrealized -0.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $32 Shares 486 Est. Cost $60.70 Unrealized +15.3%
FTS FORTIS INC 0.0%
Value ($000) $32 Shares 769 Est. Cost $34.63 Unrealized +21.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $31 Shares 74 Est. Cost $331.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $31 Shares 244 Est. Cost $108.21 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $29 Shares 176 Est. Cost $182.24 Unrealized -1.7%
XAR SPDR SER TR 0.0%
Value ($000) $28 Shares 166 Est. Cost $129.72 Unrealized
SNY SANOFI 0.0%
Value ($000) $26 Shares 542 Est. Cost $51.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $26 Shares 279 Est. Cost $70.27 Unrealized +23.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $24.01 Unrealized -0.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $26 Shares 205 Est. Cost $134.83 Unrealized -2.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $25 Shares 587 Est. Cost $31.91 Unrealized +22.9%
PAVE GLOBAL X FDS 0.0%
Value ($000) $25 Shares 616 Est. Cost $26.58 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $24 Shares 169 Est. Cost $146.98 Unrealized -1.0%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $24 Shares 859 Est. Cost $26.10 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $24 Shares 428 Est. Cost $34.05 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $24 Shares 966 Est. Cost $17.72 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 216 Est. Cost $41.29 Unrealized +124.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $23 Shares 262 Est. Cost $94.78 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $23 Shares 125 Est. Cost $94.51 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $23 Shares 92 Est. Cost $222.05 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 42 Est. Cost $527.56 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $23 Shares 590 Est. Cost $29.98 Unrealized +23.5%
XBI SPDR SER TR 0.0%
Value ($000) $23 Shares 250 Est. Cost $85.60 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 80 Est. Cost $200.54 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $22 Shares 464 Est. Cost $36.87 Unrealized +26.5%
TOTALENERGIES SE 0.0%
Value ($000) $22 Shares 396 Est. Cost $60.15 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $21 Shares 315 Est. Cost $56.04 Unrealized +15.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $21 Shares 351 Est. Cost $61.51 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $21 Shares 20 Est. Cost $991.05 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $20 Shares 92 Est. Cost $167.99 Unrealized +28.7%
ITOT ISHARES TR 0.0%
Value ($000) $20 Shares 156 Est. Cost $95.17 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $20 Shares 108 Est. Cost $158.24 Unrealized +19.4%
EME EMCOR GROUP INC 0.0%
Value ($000) $20 Shares 43 Est. Cost $367.70 Unrealized +28.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $19 Shares 86 Est. Cost $179.83 Unrealized +13.2%
TWLO TWILIO INC 0.0%
Value ($000) $19 Shares 175 Est. Cost $58.31 Unrealized +56.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $19 Shares 98 Est. Cost $138.67 Unrealized +36.5%
TRP TC ENERGY CORP 0.0%
Value ($000) $19 Shares 403 Est. Cost $36.44 Unrealized +25.0%
RTX RTX CORPORATION 0.0%
Value ($000) $18 Shares 159 Est. Cost $88.64 Unrealized +33.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 181 Est. Cost $102.66 Unrealized -0.3%
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 251 Est. Cost $41.49 Unrealized +57.6%
OC OWENS CORNING NEW 0.0%
Value ($000) $17 Shares 100 Est. Cost $173.20 Unrealized +7.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 220 Est. Cost $22.52 Unrealized +158.7%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $17 Shares 223 Est. Cost $73.04 Unrealized +3.6%
FTNT FORTINET INC 0.0%
Value ($000) $17 Shares 175 Est. Cost $88.94 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $17 Shares 381 Est. Cost $36.77 Unrealized +15.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 83 Est. Cost $158.80 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $11.35 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $16 Shares 46 Est. Cost $264.24 Unrealized +34.3%
HANESBRANDS INC 0.0%
Value ($000) $16 Shares 1,966 Est. Cost $6.36 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 148 Est. Cost $84.97 Unrealized +28.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $16 Shares 953 Est. Cost $12.43 Unrealized +26.3%
BARRICK GOLD CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.18 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 180 Est. Cost $86.60 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 288 Est. Cost $38.51 Unrealized +34.4%
O REALTY INCOME CORP 0.0%
Value ($000) $15 Shares 286 Est. Cost $50.40 Unrealized +8.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $31.56 Unrealized +7.2%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 141 Est. Cost $82.85 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $15 Shares 56 Est. Cost $253.40 Unrealized +12.9%
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $14 Shares 853 Est. Cost $16.15 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $14 Shares 125 Est. Cost $133.49 Unrealized -17.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $14 Shares 147 Est. Cost $81.19 Unrealized +14.7%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $13 Shares 139 Est. Cost $91.05 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 514 Est. Cost $38.81 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.33 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $13 Shares 132 Est. Cost $106.18 Unrealized -4.3%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 712 Est. Cost $17.12 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $12 Shares 97 Est. Cost $140.21 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $12 Shares 162 Est. Cost $52.66 Unrealized +32.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $12 Shares 140 Est. Cost $109.26 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 99 Est. Cost $82.73 Unrealized
IHAK ISHARES TR 0.0%
Value ($000) $12 Shares 237 Est. Cost $45.43 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $11 Shares 61 Est. Cost $188.34 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $11 Shares 531 Est. Cost $18.49 Unrealized +17.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $11 Shares 48 Est. Cost $223.22 Unrealized +0.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $11 Shares 159 Est. Cost $38.88 Unrealized +91.3%
ADSK AUTODESK INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $295.42 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $10 Shares 82 Est. Cost $96.90 Unrealized +23.3%
DRLL EA SERIES TRUST 0.0%
Value ($000) $10 Shares 378 Est. Cost $29.45 Unrealized
PPL PPL CORP 0.0%
Value ($000) $10 Shares 316 Est. Cost $25.21 Unrealized +25.8%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $10 Shares 1,128 Est. Cost $10.92 Unrealized -16.4%
ARKF ARK ETF TR 0.0%
Value ($000) $10 Shares 270 Est. Cost $14.27 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 79 Est. Cost $128.69 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $10 Shares 245 Est. Cost $41.38 Unrealized +8.5%
SIXO AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $10 Shares 299 Est. Cost $32.16 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $121.91 Unrealized +12.6%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $9 Shares 120 Est. Cost $98.11 Unrealized -13.9%
EBAY EBAY INC. 0.0%
Value ($000) $9 Shares 150 Est. Cost $38.98 Unrealized +60.1%
XT ISHARES TR 0.0%
Value ($000) $9 Shares 153 Est. Cost $59.62 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $9 Shares 70 Est. Cost $107.83 Unrealized
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $9 Shares 328 Est. Cost $25.60 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 100 Est. Cost $61.23 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $9 Shares 203 Est. Cost $41.87 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $8 Shares 154 Est. Cost $28.20 Unrealized +83.4%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $8 Shares 270 Est. Cost $36.35 Unrealized 0.0%
DTCR GLOBAL X FDS 0.0%
Value ($000) $8 Shares 493 Est. Cost $12.51 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $8 Shares 200 Est. Cost $58.56 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $8 Shares 199 Est. Cost $39.95 Unrealized 0.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 76 Est. Cost $79.65 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $8 Shares 76 Est. Cost $58.50 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $8 Shares 89 Est. Cost $164.69 Unrealized -41.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $8 Shares 81 Est. Cost $84.83 Unrealized +10.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $172.02 Unrealized +42.3%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 218 Est. Cost $48.83 Unrealized
AMCOR PLC 0.0%
Value ($000) $7 Shares 777 Est. Cost $10.20 Unrealized -1.0%
FISV FISERV INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $99.59 Unrealized +105.0%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $7 Shares 112 Est. Cost $38.24 Unrealized +61.0%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $7 Shares 1,035 Est. Cost $4.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $7 Shares 297 Est. Cost $17.93 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $7 Shares 224 Est. Cost $30.42 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 72 Est. Cost $70.16 Unrealized +40.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $7 Shares 174 Est. Cost $31.00 Unrealized +29.0%
KNGZ FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 201 Est. Cost $32.15 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $6 Shares 105 Est. Cost $64.37 Unrealized -4.8%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $6 Shares 298 Est. Cost $24.65 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.72 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $6 Shares 186 Est. Cost $33.63 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $6 Shares 163 Est. Cost $13.92 Unrealized +185.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 30 Est. Cost $173.80 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $6 Shares 300 Est. Cost $13.80 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 1,602 Est. Cost $1.31 Unrealized +252.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $6 Shares 230 Est. Cost $45.32 Unrealized -44.4%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $5 Shares 153 Est. Cost $35.56 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $5 Shares 83 Est. Cost $31.74 Unrealized +68.6%
BW BABCOCK & WILCOX ENTERPRISES 0.0%
Value ($000) $5 Shares 3,300 Est. Cost $1.24 Unrealized +70.9%
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $5 Shares 83 Est. Cost $39.13 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $5 Shares 433 Est. Cost $12.46 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $5 Shares 26 Est. Cost $155.58 Unrealized +35.7%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 75 Est. Cost $47.95 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.66 Unrealized +22.4%
CIEN CIENA CORP 0.0%
Value ($000) $5 Shares 60 Est. Cost $45.21 Unrealized +58.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $53.77 Unrealized +50.0%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 50 Est. Cost $84.27 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $104.32 Unrealized +95.7%
DAVE DAVE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $67.00 Unrealized 0.0%
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 63 Est. Cost $61.72 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $105.43 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $4 Shares 6 Est. Cost $693.00 Unrealized
CSX CSX CORP 0.0%
Value ($000) $4 Shares 128 Est. Cost $28.96 Unrealized +16.3%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $4 Shares 134 Est. Cost $23.67 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 50 Est. Cost $57.70 Unrealized +37.4%
NOK NOKIA CORP 0.0%
Value ($000) $4 Shares 872 Est. Cost $4.64 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $61.00 Unrealized +79.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 37 Est. Cost $78.45 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $4 Shares 180 Est. Cost $21.82 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.72 Unrealized
BFOR ALPS ETF TR 0.0%
Value ($000) $4 Shares 49 Est. Cost $53.30 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 29 Est. Cost $88.04 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $3 Shares 260 Est. Cost $15.60 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $3 Shares 67 Est. Cost $54.58 Unrealized
SPLB SPDR SER TR 0.0%
Value ($000) $3 Shares 154 Est. Cost $22.45 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3 Shares 99 Est. Cost $33.73 Unrealized
CDW CDW CORP 0.0%
Value ($000) $3 Shares 19 Est. Cost $168.86 Unrealized +13.1%
ARKG ARK ETF TR 0.0%
Value ($000) $3 Shares 140 Est. Cost $29.36 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $3 Shares 285 Est. Cost $5.92 Unrealized +63.1%
IVE ISHARES TR 0.0%
Value ($000) $3 Shares 17 Est. Cost $145.06 Unrealized
AGNG GLOBAL X FDS 0.0%
Value ($000) $3 Shares 106 Est. Cost $26.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $524.96 Unrealized +4.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $3 Shares 101 Est. Cost $17.05 Unrealized +81.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $3 Shares 8 Est. Cost $258.51 Unrealized +49.9%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $15.17 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $209.64 Unrealized +18.5%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $158.08 Unrealized +244.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $3 Shares 108 Est. Cost $15.19 Unrealized +63.8%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $31.83 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $3 Shares 300 Est. Cost $11.46 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $3 Shares 43 Est. Cost $63.33 Unrealized +14.8%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $3 Shares 110 Est. Cost $9.94 Unrealized +157.6%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $3 Shares 424 Est. Cost $11.14 Unrealized -39.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3 Shares 4 Est. Cost $733.79 Unrealized +13.7%
UGI UGI CORP NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.14 Unrealized -28.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 108 Est. Cost $39.39 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 184 Est. Cost $17.30 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $3 Shares 65 Est. Cost $47.12 Unrealized -8.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 109 Est. Cost $14.89 Unrealized +57.1%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $3 Shares 238 Est. Cost $11.43 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $96.08 Unrealized +78.2%
ALV AUTOLIV INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $98.14 Unrealized -4.5%
QBER ELEVATION SERIES TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.01 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $69.73 Unrealized +33.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.02 Unrealized +3.5%
IAUM ISHARES GOLD TR 0.0%
Value ($000) $2 Shares 82 Est. Cost $22.84 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $52.65 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.19 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $2 Shares 10 Est. Cost $10.56 Unrealized +2027.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $183.17 Unrealized +8.7%
KOMP SPDR SER TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $39.43 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $172.73 Unrealized 0.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $2 Shares 143 Est. Cost $14.39 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.81 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $63.23 Unrealized +35.8%
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $448.89 Unrealized +31.8%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.45 Unrealized +17.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.46 Unrealized +24.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.56 Unrealized +14.5%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $44.43 Unrealized +119.9%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $84.49 Unrealized -2.9%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $2 Shares 133 Est. Cost $6.11 Unrealized 0.0%
MGNI MAGNITE INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $10.93 Unrealized +34.2%
BILZ PIMCO ETF TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.81 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.12 Unrealized
GEO GEO GROUP INC NEW 0.0%
Value ($000) $2 Shares 60 Est. Cost $13.94 Unrealized +59.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $23.61 Unrealized +26.0%
QBUL ELEVATION SERIES TRUST 0.0%
Value ($000) $2 Shares 67 Est. Cost $25.33 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 42 Est. Cost $53.05 Unrealized -11.0%
LISTED FD TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $30.39 Unrealized
GAMR AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $57.93 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 41 Est. Cost $35.79 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $41.36 Unrealized +26.0%
CACI CACI INTL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $291.64 Unrealized +67.1%
PAWZ PROSHARES TR 0.0%
Value ($000) $2 Shares 29 Est. Cost $47.34 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $213.73 Unrealized -1.3%
STAG STAG INDL INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.41 Unrealized
TYA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 121 Est. Cost $12.69 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $95.30 Unrealized -19.7%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.68 Unrealized -28.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $220.37 Unrealized +12.7%
ACIC AMERICAN COASTAL INS CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.31 Unrealized 0.0%
LTPZ PIMCO ETF TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $55.30 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.80 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $89.29 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $166.92 Unrealized +59.8%
DOW DOW INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $40.52 Unrealized +6.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.27 Unrealized +64.7%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.94 Unrealized +40.7%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 154 Est. Cost $4.59 Unrealized +44.6%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.46 Unrealized +191.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 111 Est. Cost $12.15 Unrealized -23.5%
STKL SUNOPTA INC 0.0%
Value ($000) $1 Shares 149 Est. Cost $5.86 Unrealized +20.7%
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.53 Unrealized
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.92 Unrealized +12.0%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $1 Shares 197 Est. Cost $4.53 Unrealized +39.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $33.55 Unrealized +7.1%
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $1 Shares 17 Est. Cost $62.93 Unrealized 0.0%
HYLB DBX ETF TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.71 Unrealized
BA BOEING CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $163.57 Unrealized -4.1%
TIPX SPDR SER TR 0.0%
Value ($000) $1 Shares 56 Est. Cost $18.79 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $1 Shares 109 Est. Cost $15.06 Unrealized -20.0%
PAYS PAYSIGN INC 0.0%
Value ($000) $1 Shares 329 Est. Cost $4.14 Unrealized -15.4%
BRIDGE INVT GROUP HLDGS INC 0.0%
Value ($000) $1 Shares 114 Est. Cost $9.87 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $222.44 Unrealized -5.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.04 Unrealized +5.5%
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.39 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $12.06 Unrealized +22.9%
LISTED FD TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.70 Unrealized
SMAX ISHARES TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.21 Unrealized
CMDT PIMCO ETF TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $27.02 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.10 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.88 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $23.17 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.66 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.57 Unrealized
LISTED FD TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $39.70 Unrealized
LE LANDS END INC NEW 0.0%
Value ($000) $1 Shares 60 Est. Cost $15.56 Unrealized +0.8%
LISTED FD TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $39.30 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.73 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $74.63 Unrealized
PIEDMONT LITHIUM INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $8.74 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.28 Unrealized -6.5%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.52 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $141.33 Unrealized +127.3%
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.24 Unrealized -1.8%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $27.64 Unrealized -7.7%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.73 Unrealized
JPXN ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.33 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 43 Est. Cost $5.70 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $0 Shares 8 Est. Cost $33.53 Unrealized +17.6%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $114.42 Unrealized -53.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $18.13 Unrealized +29.3%
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 +28.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.07 Unrealized +13.2%
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.91 Unrealized +103.8%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.75 Unrealized +43.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.50 Unrealized -39.0%
EQUITY COMWLTH 0.0%
Value ($000) $0 Shares 75 Est. Cost $24.97 Unrealized
CNK CINEMARK HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.13 Unrealized +174.5%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.97 Unrealized -28.3%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized -31.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.48 Unrealized +31.5%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.03 Unrealized +18.1%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized -67.2%
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.50 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.00 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $3.34 Unrealized -16.8%
OTRKQ ONTRAK INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.84 Unrealized -34.3%