Richard W. Paul & Associates, LLC Diversified Active

Location: Novi, MI

CIK: 0001964203 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $297M (100.0% shares, 0.0% debt)

Holdings (299)

IUSV ISHARES TR 6.3%
Value $18.62M Shares 182,128 Est. Cost $77.98 Unrealized
IUSG ISHARES TR 5.3%
Value $15.62M Shares 100,734 Est. Cost $88.15 Unrealized
TLT ISHARES TR 4.0%
Value $11.81M Shares 136,243 Est. Cost $90.64 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 3.6%
Value $10.82M Shares 234,753 Est. Cost $46.23 Unrealized
IEFA ISHARES TR 3.5%
Value $10.48M Shares 115,797 Est. Cost $65.27 Unrealized
IJR ISHARES TR 2.9%
Value $8.607M Shares 69,236 Est. Cost $100.34 Unrealized
PYLD PIMCO ETF TR 2.6%
Value $7.579M Shares 289,287 Est. Cost $26.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.5%
Value $7.347M Shares 38,282 Est. Cost $167.80 Unrealized
AGG ISHARES TR 2.3%
Value $6.833M Shares 68,830 Est. Cost $97.29 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value $6.618M Shares 11,465 Est. Cost $299.16 Unrealized
BOND PIMCO ETF TR 2.2%
Value $6.552M Shares 70,998 Est. Cost $92.39 Unrealized
EFA ISHARES TR 2.0%
Value $6.057M Shares 62,361 Est. Cost $70.94 Unrealized
IEMG ISHARES INC 2.0%
Value $5.848M Shares 83,842 Est. Cost $48.53 Unrealized
FESM FIDELITY COVINGTON TRUST 1.8%
Value $5.401M Shares 142,132 Est. Cost $38.00 Unrealized
AAPL APPLE INC 1.6%
Value $4.618M Shares 18,195 Est. Cost $149.96 Unrealized +75.3%
FBND FIDELITY MERRIMACK STR TR 1.5%
Value $4.407M Shares 96,600 Est. Cost $45.62 Unrealized
IVV ISHARES TR 1.4%
Value $4.178M Shares 6,396 Est. Cost $399.00 Unrealized
IUSB ISHARES TR 1.4%
Value $4.137M Shares 89,575 Est. Cost $45.76 Unrealized
SCZ ISHARES TR 1.2%
Value $3.642M Shares 46,446 Est. Cost $58.73 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $3.572M Shares 9,649 Est. Cost $256.27 Unrealized +69.6%
VYMI VANGUARD WHITEHALL FDS 1.2%
Value $3.467M Shares 36,790 Est. Cost $86.30 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $3.421M Shares 19,618 Est. Cost $94.94 Unrealized +96.6%
IJH ISHARES TR 1.1%
Value $3.222M Shares 47,708 Est. Cost $59.36 Unrealized
EEM ISHARES TR 1.1%
Value $3.205M Shares 56,427 Est. Cost $39.64 Unrealized
IAGG ISHARES TR 0.9%
Value $2.743M Shares 54,823 Est. Cost $48.51 Unrealized
ISTB ISHARES TR 0.9%
Value $2.53M Shares 52,204 Est. Cost $47.13 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value $2.228M Shares 15,046 Est. Cost $143.03 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.7%
Value $2.132M Shares 76,141 Est. Cost $28.24 Unrealized
GOOG ALPHABET INC 0.7%
Value $2.129M Shares 7,422 Est. Cost $123.80 Unrealized +161.4%
JMBS JANUS DETROIT STR TR 0.7%
Value $1.976M Shares 43,739 Est. Cost $45.68 Unrealized
EMB ISHARES TR 0.7%
Value $1.953M Shares 20,794 Est. Cost $96.24 Unrealized
META META PLATFORMS INC 0.6%
Value $1.885M Shares 3,295 Est. Cost $215.03 Unrealized +204.9%
JPM JPMORGAN CHASE & CO 0.6%
Value $1.85M Shares 6,287 Est. Cost $127.53 Unrealized +144.2%
BUFR FIRST TR EXCHNG TRADED FD VI 0.6%
Value $1.838M Shares 54,435 Est. Cost $33.94 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value $1.825M Shares 11,038 Est. Cost $109.60 Unrealized +60.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $1.772M Shares 35,308 Est. Cost $32.62 Unrealized +34.3%
MCHI ISHARES TR 0.6%
Value $1.767M Shares 31,456 Est. Cost $41.05 Unrealized
FETH FIDELITY ETHEREUM FD 0.6%
Value $1.753M Shares 83,976 Est. Cost $25.92 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.6%
Value $1.75M Shares 10,211 Est. Cost $156.63 Unrealized +11.5%
AMZN AMAZON COM INC 0.6%
Value $1.747M Shares 8,391 Est. Cost $101.16 Unrealized +124.2%
IGF ISHARES TR 0.6%
Value $1.699M Shares 25,362 Est. Cost $67.00 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.5%
Value $1.632M Shares 1,638 Est. Cost $538.05 Unrealized +79.1%
ASML ASML HLDG NV 0.5%
Value $1.609M Shares 1,218 Est. Cost $779.14 Unrealized
AVGO BROADCOM INC 0.5%
Value $1.58M Shares 5,105 Est. Cost $149.73 Unrealized +123.2%
MU MICRON TECHNOLOGY INC 0.5%
Value $1.561M Shares 4,622 Est. Cost $103.50 Unrealized +273.9%
VRT VERTIV HOLDINGS CO 0.5%
Value $1.558M Shares 6,219 Est. Cost $53.92 Unrealized +270.7%
ABBV ABBVIE INC 0.5%
Value $1.529M Shares 7,029 Est. Cost $140.27 Unrealized +58.7%
UPS UNITED PARCEL SVCS INC 0.5%
Value $1.522M Shares 15,473 Est. Cost $110.17 Unrealized -0.3%
NFLX NETFLIX INC. 0.5%
Value $1.505M Shares 15,657 Est. Cost $100.33 Unrealized -16.4%
SPYM SPDR SERIES TRUST 0.5%
Value $1.505M Shares 19,668 Est. Cost $49.83 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value $1.47M Shares 32,495 Est. Cost $68.78 Unrealized -27.2%
COIN COINBASE GLOBAL INC 0.5%
Value $1.447M Shares 8,286 Est. Cost $101.52 Unrealized +97.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value $1.431M Shares 3,652 Est. Cost $51.56 Unrealized +630.2%
ULTA ULTA BEAUTY INC 0.5%
Value $1.416M Shares 2,709 Est. Cost $424.56 Unrealized +57.8%
MRK MERCK & CO INC 0.5%
Value $1.416M Shares 11,769 Est. Cost $89.98 Unrealized +27.0%
HYG ISHARES TR 0.5%
Value $1.391M Shares 17,481 Est. Cost $78.92 Unrealized
CSCO CISCO SYS INC 0.5%
Value $1.378M Shares 17,756 Est. Cost $53.63 Unrealized +45.3%
D DOMINION ENERGY INC 0.4%
Value $1.329M Shares 21,498 Est. Cost $57.64 Unrealized +6.9%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $1.305M Shares 6,414 Est. Cost $92.92 Unrealized +138.6%
JNJ JOHNSON & JOHNSON 0.4%
Value $1.295M Shares 5,299 Est. Cost $155.23 Unrealized +46.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.292M Shares 4,776 Est. Cost $412.50 Unrealized -25.2%
TGT TARGET CORP 0.4%
Value $1.291M Shares 10,653 Est. Cost $93.02 Unrealized +17.4%
T AT&T INC 0.4%
Value $1.279M Shares 44,130 Est. Cost $17.04 Unrealized +51.1%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value $1.27M Shares 10,123 Est. Cost $78.16 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $1.266M Shares 8,765 Est. Cost $139.62 Unrealized +8.7%
GOOGL ALPHABET INC 0.4%
Value $1.263M Shares 4,392 Est. Cost $94.45 Unrealized +242.3%
MO ALTRIA GROUP INC 0.4%
Value $1.256M Shares 19,033 Est. Cost $40.30 Unrealized +56.4%
NEE NEXTERA ENERGY INC 0.4%
Value $1.237M Shares 13,320 Est. Cost $73.54 Unrealized +18.5%
XLV SELECT SECTOR SPDR TR 0.4%
Value $1.209M Shares 8,243 Est. Cost $132.41 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.4%
Value $1.204M Shares 64,387 Est. Cost $21.11 Unrealized +8.3%
JAAA JANUS DETROIT STR TR 0.4%
Value $1.189M Shares 23,604 Est. Cost $50.66 Unrealized
PFE PFIZER INC 0.4%
Value $1.184M Shares 42,149 Est. Cost $31.67 Unrealized -17.3%
LLY ELI LILLY & CO 0.4%
Value $1.165M Shares 1,267 Est. Cost $496.72 Unrealized +110.8%
IWM ISHARES TR 0.4%
Value $1.157M Shares 4,667 Est. Cost $178.81 Unrealized
DHR DANAHER CORP DEL 0.4%
Value $1.13M Shares 5,958 Est. Cost $218.00 Unrealized +3.1%
ACN ACCENTURE PLC IRELAND 0.4%
Value $1.13M Shares 5,697 Est. Cost $264.55 Unrealized -4.3%
LULU LULULEMON ATHLETICA INC 0.4%
Value $1.113M Shares 7,273 Est. Cost $237.48 Unrealized -20.5%
WMT WALMART INC 0.4%
Value $1.095M Shares 8,814 Est. Cost $55.35 Unrealized +120.5%
FISV FISERV INC 0.4%
Value $1.094M Shares 19,606 Est. Cost $83.89 Unrealized -23.8%
BIL SPDR SERIES TRUST 0.4%
Value $1.086M Shares 11,848 Est. Cost $91.70 Unrealized
HD HOME DEPOT INC 0.4%
Value $1.05M Shares 3,193 Est. Cost $297.32 Unrealized +26.8%
CVS CVS HEALTH CORP 0.4%
Value $1.042M Shares 14,510 Est. Cost $58.73 Unrealized +32.7%
MA MASTERCARD INCORPORATED 0.3%
Value $1.039M Shares 2,079 Est. Cost $364.59 Unrealized +47.8%
QQEW FIRST TR EXCHANGE-TRADED FD 0.3%
Value $1.037M Shares 8,169 Est. Cost $101.80 Unrealized
ZTS ZOETIS INC 0.3%
Value $1.017M Shares 8,606 Est. Cost $147.02 Unrealized -14.3%
FSLR FIRST SOLAR INC 0.3%
Value $950K Shares 4,814 Est. Cost $158.44 Unrealized +49.7%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value $946K Shares 14,755 Est. Cost $42.55 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.3%
Value $911K Shares 14,529 Est. Cost $58.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $902K Shares 14,875 Est. Cost $52.98 Unrealized +8.4%
XLP SELECT SECTOR SPDR TR 0.3%
Value $899K Shares 10,968 Est. Cost $72.38 Unrealized
APO APOLLO GLOBAL MGMT INC 0.3%
Value $897K Shares 8,050 Est. Cost $132.62 Unrealized +0.6%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value $883K Shares 3,717 Est. Cost $166.70 Unrealized
QCOM QUALCOMM INC 0.3%
Value $838K Shares 6,509 Est. Cost $137.90 Unrealized +11.6%
TXN TEXAS INSTRS INC 0.3%
Value $831K Shares 4,280 Est. Cost $160.13 Unrealized +28.8%
KO COCA COLA CO 0.3%
Value $824K Shares 10,834 Est. Cost $57.56 Unrealized +29.9%
PEP PEPSICO INC 0.3%
Value $816K Shares 5,252 Est. Cost $157.88 Unrealized -2.0%
VTV VANGUARD INDEX FDS 0.3%
Value $804K Shares 4,097 Est. Cost $142.35 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value $798K Shares 1,875 Est. Cost $382.22 Unrealized +27.0%
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $783K Shares 1,204 Est. Cost $496.39 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $774K Shares 1,771 Est. Cost $219.20 Unrealized
INTU INTUIT 0.3%
Value $774K Shares 1,789 Est. Cost $458.91 Unrealized +8.4%
ISRG INTUITIVE SURGICAL INC 0.3%
Value $745K Shares 1,616 Est. Cost $282.62 Unrealized +84.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value $740K Shares 5,565 Est. Cost $132.51 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value $734K Shares 2,290 Est. Cost $263.00 Unrealized +35.1%
JNK SPDR SERIES TRUST 0.2%
Value $725K Shares 7,577 Est. Cost $95.92 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $715K Shares 3,323 Est. Cost $168.94 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value $688K Shares 7,046 Est. Cost $88.95 Unrealized +20.7%
EMXC ISHARES INC 0.2%
Value $674K Shares 8,571 Est. Cost $49.33 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $671K Shares 13,765 Est. Cost $32.32 Unrealized +66.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value $660K Shares 1,092 Est. Cost $419.89 Unrealized +43.1%
PLD PROLOGIS INC. 0.2%
Value $614K Shares 4,643 Est. Cost $117.17 Unrealized +10.1%
XLSR SSGA ACTIVE TR 0.2%
Value $604K Shares 10,453 Est. Cost $39.88 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value $587K Shares 12,861 Est. Cost $35.21 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $510K Shares 1,602 Est. Cost $238.95 Unrealized +32.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value $472K Shares 7,041 Est. Cost $40.44 Unrealized +82.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $470K Shares 1,361 Est. Cost $213.44 Unrealized +60.8%
SLB SLB LIMITED 0.2%
Value $451K Shares 8,774 Est. Cost $35.59 Unrealized +35.7%
MCK MCKESSON CORP 0.2%
Value $450K Shares 520 Est. Cost $368.99 Unrealized +137.3%
XLI SELECT SECTOR SPDR TR 0.2%
Value $446K Shares 2,757 Est. Cost $100.40 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $443K Shares 1,464 Est. Cost $142.37 Unrealized +150.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value $438K Shares 3,696 Est. Cost $39.39 Unrealized +205.0%
TJX TJX COS INC NEW 0.1%
Value $438K Shares 2,745 Est. Cost $117.42 Unrealized +31.3%
WFC WELLS FARGO & CO 0.1%
Value $437K Shares 5,489 Est. Cost $40.82 Unrealized +120.6%
LRCX LAM RESEARCH CORP 0.1%
Value $437K Shares 2,045 Est. Cost $78.38 Unrealized +188.3%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $437K Shares 2,208 Est. Cost $153.89 Unrealized +3.9%
LIN LINDE PLC 0.1%
Value $428K Shares 864 Est. Cost $427.28 Unrealized +7.7%
PH PARKER-HANNIFIN CORP 0.1%
Value $422K Shares 471 Est. Cost $276.15 Unrealized +246.8%
AMT AMERICAN TOWER CORP 0.1%
Value $418K Shares 2,425 Est. Cost $187.97 Unrealized -7.0%
DAL DELTA AIR LINES INC 0.1%
Value $416K Shares 6,251 Est. Cost $54.29 Unrealized +28.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value $409K Shares 3,750 Est. Cost $136.11 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $403K Shares 8,596 Est. Cost $33.74 Unrealized
ORCL ORACLE CORP 0.1%
Value $378K Shares 2,567 Est. Cost $168.30 Unrealized +0.8%
V VISA INC 0.1%
Value $371K Shares 1,228 Est. Cost $197.37 Unrealized +66.8%
PHM PULTE GROUP INC 0.1%
Value $370K Shares 3,143 Est. Cost $78.26 Unrealized +67.9%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value $368K Shares 4,977 Est. Cost $68.31 Unrealized +0.1%
IQV IQVIA HLDGS INC 0.1%
Value $364K Shares 2,133 Est. Cost $173.10 Unrealized +21.4%
XLC SELECT SECTOR SPDR TR 0.1%
Value $354K Shares 3,190 Est. Cost $57.56 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $352K Shares 6,228 Est. Cost $40.74 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $337K Shares 5,364 Est. Cost $85.69 Unrealized +0.2%
SPSM SPDR SERIES TRUST 0.1%
Value $334K Shares 6,907 Est. Cost $39.53 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $323K Shares 6,547 Est. Cost $33.50 Unrealized
CCL CARNIVAL CORP 0.1%
Value $308K Shares 11,896 Est. Cost $30.20 Unrealized +2.7%
TMUS T-MOBILE US INC 0.1%
Value $299K Shares 1,423 Est. Cost $149.68 Unrealized +33.8%
PPL PPL CORP 0.1%
Value $290K Shares 7,583 Est. Cost $32.62 Unrealized +11.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $274K Shares 5,068 Est. Cost $39.16 Unrealized
SYY SYSCO CORP 0.1%
Value $270K Shares 3,780 Est. Cost $69.88 Unrealized +17.7%
CNP CENTERPOINT ENERGY INC 0.1%
Value $264K Shares 6,106 Est. Cost $26.28 Unrealized +52.2%
ALL ALLSTATE CORP 0.1%
Value $261K Shares 1,260 Est. Cost $200.71 Unrealized +1.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value $261K Shares 3,623 Est. Cost $71.18 Unrealized +10.6%
SJM SMUCKER J M CO 0.1%
Value $250K Shares 2,595 Est. Cost $104.16 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value $236K Shares 2,254 Est. Cost $164.54 Unrealized -26.3%
VB VANGUARD INDEX FDS 0.1%
Value $231K Shares 880 Est. Cost $187.96 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $225K Shares 4,675 Est. Cost $47.69 Unrealized
DIS DISNEY WALT CO 0.1%
Value $223K Shares 2,313 Est. Cost $106.28 Unrealized +3.0%
ETHE GRAYSCALE ETHEREUM STAKING E 0.1%
Value $208K Shares 12,198 Est. Cost $22.12 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $204K Shares 2,599 Est. Cost $75.86 Unrealized
CERY SPDR SERIES TRUST 0.1%
Value $190K Shares 5,401 Est. Cost $29.84 Unrealized
BOXX EA SERIES TRUST 0.1%
Value $179K Shares 1,539 Est. Cost $108.32 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $144K Shares 2,438 Est. Cost $43.30 Unrealized
FISR SSGA ACTIVE TR 0.0%
Value $140K Shares 5,427 Est. Cost $25.80 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value $137K Shares 5,486 Est. Cost $25.28 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $119K Shares 2,532 Est. Cost $45.54 Unrealized
SPLB SPDR SERIES TRUST 0.0%
Value $114K Shares 5,142 Est. Cost $22.34 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value $114K Shares 2,694 Est. Cost $29.69 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $110K Shares 1,424 Est. Cost $74.68 Unrealized
GLD SPDR GOLD TR 0.0%
Value $108K Shares 252 Est. Cost $200.02 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value $102K Shares 1,489 Est. Cost $70.99 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $76,898 Shares 829 Est. Cost $75.71 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value $76,359 Shares 3,079 Est. Cost $24.20 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value $76,017 Shares 1,894 Est. Cost $40.98 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $75,981 Shares 2,889 Est. Cost $26.49 Unrealized
XNTK SPDR SERIES TRUST 0.0%
Value $72,500 Shares 284 Est. Cost $195.25 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $70,777 Shares 1,199 Est. Cost $63.37 Unrealized
ETHU VOLATILITY SHS TR 0.0%
Value $69,084 Shares 3,091 Est. Cost $59.06 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $63,446 Shares 648 Est. Cost $51.43 Unrealized
NET CLOUDFLARE INC 0.0%
Value $54,886 Shares 266 Est. Cost $55.93 Unrealized +226.1%
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $48,359 Shares 2,435 Est. Cost $31.49 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $46,730 Shares 2,952 Est. Cost $20.29 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $45,316 Shares 2,291 Est. Cost $29.04 Unrealized -12.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $43,764 Shares 1,004 Est. Cost $43.87 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $42,670 Shares 469 Est. Cost $63.23 Unrealized +13.1%
EBND SPDR SERIES TRUST 0.0%
Value $38,122 Shares 1,847 Est. Cost $20.61 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $36,621 Shares 177 Est. Cost $149.96 Unrealized +14.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $34,654 Shares 370 Est. Cost $75.66 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $33,883 Shares 382 Est. Cost $82.56 Unrealized
ENB ENBRIDGE INC 0.0%
Value $32,430 Shares 599 Est. Cost $32.09 Unrealized +51.4%
MINT PIMCO ETF TR 0.0%
Value $31,076 Shares 309 Est. Cost $100.24 Unrealized
SNY SANOFI SA 0.0%
Value $30,642 Shares 636 Est. Cost $50.33 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $29,527 Shares 505 Est. Cost $48.70 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $28,978 Shares 572 Est. Cost $42.01 Unrealized +12.1%
USB US BANCORP 0.0%
Value $28,397 Shares 546 Est. Cost $38.49 Unrealized +47.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $27,884 Shares 134 Est. Cost $147.24 Unrealized +52.8%
PAYX PAYCHEX INC 0.0%
Value $26,715 Shares 290 Est. Cost $108.46 Unrealized -6.0%
IWP ISHARES TR 0.0%
Value $26,649 Shares 208 Est. Cost $86.64 Unrealized
CME CME GROUP INC 0.0%
Value $26,286 Shares 89 Est. Cost $277.22 Unrealized +4.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value $22,579 Shares 553 Est. Cost $39.60 Unrealized
AMCR AMCOR PLC 0.0%
Value $22,300 Shares 561 Est. Cost $45.83 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value $22,250 Shares 263 Est. Cost $61.84 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $22,249 Shares 484 Est. Cost $38.42 Unrealized +33.1%
AMAT APPLIED MATLS INC 0.0%
Value $22,216 Shares 65 Est. Cost $181.90 Unrealized +79.5%
TRP TC ENERGY CORP 0.0%
Value $21,096 Shares 337 Est. Cost $36.65 Unrealized +58.8%
WEC WEC ENERGY GROUP INC 0.0%
Value $20,723 Shares 179 Est. Cost $98.68 Unrealized +11.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value $19,510 Shares 149 Est. Cost $85.46 Unrealized +41.4%
ANGL VANECK ETF TRUST 0.0%
Value $18,639 Shares 649 Est. Cost $27.64 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $18,575 Shares 725 Est. Cost $25.80 Unrealized
UL UNILEVER PLC 0.0%
Value $16,749 Shares 294 Est. Cost $61.96 Unrealized
STE STERIS PLC 0.0%
Value $15,921 Shares 72 Est. Cost $251.13 Unrealized +1.7%
AMGN AMGEN INC 0.0%
Value $15,833 Shares 45 Est. Cost $262.15 Unrealized +33.4%
XEL XCEL ENERGY INC 0.0%
Value $15,650 Shares 197 Est. Cost $56.33 Unrealized +37.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value $15,435 Shares 160 Est. Cost $114.21 Unrealized -9.7%
TWLO TWILIO INC 0.0%
Value $15,350 Shares 122 Est. Cost $58.31 Unrealized +109.0%
DRLL EA SERIES TRUST 0.0%
Value $14,922 Shares 378 Est. Cost $28.53 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $14,516 Shares 646 Est. Cost $20.06 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value $13,678 Shares 514 Est. Cost $38.81 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $13,233 Shares 78 Est. Cost $110.30 Unrealized +25.8%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value $12,773 Shares 712 Est. Cost $17.12 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $12,738 Shares 221 Est. Cost $58.16 Unrealized 0.0%
KR KROGER CO 0.0%
Value $11,505 Shares 159 Est. Cost $44.90 Unrealized +43.9%
O REALTY INCOME CORP 0.0%
Value $10,829 Shares 177 Est. Cost $50.95 Unrealized +12.5%
BMO BANK MONTREAL MEDIUM 0.0%
Value $10,827 Shares 80 Est. Cost $91.20 Unrealized +52.3%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $10,814 Shares 32 Est. Cost $259.49 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $9,705 Shares 112 Est. Cost $99.51 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value $9,684 Shares 59 Est. Cost $43.87 Unrealized +171.3%
ADBE ADOBE INC 0.0%
Value $9,237 Shares 38 Est. Cost $352.94 Unrealized -17.9%
IWC ISHARES TR 0.0%
Value $8,779 Shares 55 Est. Cost $107.83 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $8,686 Shares 555 Est. Cost $12.66 Unrealized +41.3%
DSTL ETF SER SOLUTIONS 0.0%
Value $8,682 Shares 150 Est. Cost $43.60 Unrealized
IWY ISHARES TR 0.0%
Value $7,963 Shares 32 Est. Cost $123.23 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $7,749 Shares 86 Est. Cost $92.65 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value $7,380 Shares 78 Est. Cost $58.29 Unrealized +68.9%
SO SOUTHERN CO 0.0%
Value $7,336 Shares 76 Est. Cost $63.05 Unrealized +42.0%
GM GENERAL MTRS CO 0.0%
Value $6,556 Shares 88 Est. Cost $38.51 Unrealized +113.6%
IWD ISHARES TR 0.0%
Value $5,769 Shares 27 Est. Cost $152.95 Unrealized
LIT GLOBAL X FDS 0.0%
Value $5,651 Shares 76 Est. Cost $59.16 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $5,335 Shares 105 Est. Cost $27.19 Unrealized
IBB ISHARES TR 0.0%
Value $4,728 Shares 28 Est. Cost $135.35 Unrealized
SBET SHARPLINK INC 0.0%
Value $4,694 Shares 728 Est. Cost $19.64 Unrealized -56.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $4,685 Shares 12 Est. Cost $209.43 Unrealized +105.9%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $4,583 Shares 35 Est. Cost $57.70 Unrealized +118.5%
HWM HOWMET AEROSPACE INC 0.0%
Value $4,379 Shares 19 Est. Cost $61.00 Unrealized +271.4%
TPR TAPESTRY INC 0.0%
Value $4,374 Shares 31 Est. Cost $31.74 Unrealized +339.7%
CAT CATERPILLAR INC 0.0%
Value $4,251 Shares 6 Est. Cost $260.32 Unrealized +162.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $4,134 Shares 21 Est. Cost $234.41 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value $4,028 Shares 31 Est. Cost $189.06 Unrealized -8.7%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $3,951 Shares 71 Est. Cost $59.45 Unrealized +13.4%
ARMK ARAMARK 0.0%
Value $3,851 Shares 95 Est. Cost $39.07 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value $3,673 Shares 41 Est. Cost $86.48 Unrealized +8.3%
CRH CRH PLC 0.0%
Value $3,574 Shares 34 Est. Cost $105.61 Unrealized +17.7%
ARTY ISHARES TR 0.0%
Value $3,443 Shares 74 Est. Cost $41.00 Unrealized
MP MP MATERIALS CORP 0.0%
Value $3,378 Shares 70 Est. Cost $62.91 Unrealized -1.9%
SHV ISHARES TR 0.0%
Value $3,312 Shares 30 Est. Cost $110.40 Unrealized
ALV AUTOLIV INC 0.0%
Value $3,155 Shares 30 Est. Cost $100.27 Unrealized +24.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $3,091 Shares 4 Est. Cost $733.79 Unrealized +4.8%
GPC GENUINE PARTS CO 0.0%
Value $3,067 Shares 29 Est. Cost $120.05 Unrealized +11.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $2,949 Shares 6 Est. Cost $524.96 Unrealized +9.5%
INTC INTEL CORP 0.0%
Value $2,913 Shares 66 Est. Cost $28.45 Unrealized +63.2%
IRM IRON MTN INC DEL 0.0%
Value $2,860 Shares 28 Est. Cost $45.03 Unrealized +84.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $2,819 Shares 30 Est. Cost $97.79 Unrealized +2.4%
GLW CORNING INC 0.0%
Value $2,719 Shares 20 Est. Cost $64.97 Unrealized +71.9%
MMM 3M CO 0.0%
Value $2,614 Shares 18 Est. Cost $82.96 Unrealized +97.6%
TSLA TESLA INC 0.0%
Value $2,602 Shares 7 Est. Cost $189.34 Unrealized +125.0%
POR PORTLAND GEN ELEC CO 0.0%
Value $2,533 Shares 48 Est. Cost $37.89 Unrealized +33.5%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value $2,475 Shares 23 Est. Cost $84.85 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $2,442 Shares 10 Est. Cost $114.72 Unrealized +61.0%
XBI SPDR SERIES TRUST 0.0%
Value $2,427 Shares 19 Est. Cost $84.90 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $2,333 Shares 10 Est. Cost $224.73 Unrealized +11.7%
CDW CDW CORP 0.0%
Value $2,299 Shares 19 Est. Cost $168.86 Unrealized -23.0%
IAUM ISHARES GOLD TR 0.0%
Value $2,288 Shares 49 Est. Cost $22.84 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value $2,018 Shares 79 Est. Cost $29.51 Unrealized 0.0%
DTCR GLOBAL X FDS 0.0%
Value $1,989 Shares 83 Est. Cost $12.86 Unrealized
ITOT ISHARES TR 0.0%
Value $1,852 Shares 13 Est. Cost $137.43 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1,791 Shares 16 Est. Cost $62.20 Unrealized
IHAK ISHARES TR 0.0%
Value $1,702 Shares 39 Est. Cost $45.82 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $1,673 Shares 8 Est. Cost $258.51 Unrealized -3.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value $1,625 Shares 25 Est. Cost $44.74 Unrealized +1.5%
MSCI MSCI INC 0.0%
Value $1,617 Shares 3 Est. Cost $448.89 Unrealized +26.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $1,601 Shares 50 Est. Cost $60.47 Unrealized -35.8%
DPZ DOMINOS PIZZA INC 0.0%
Value $1,435 Shares 4 Est. Cost $424.00 Unrealized -5.5%
KDP KEURIG DR PEPPER INC 0.0%
Value $1,369 Shares 52 Est. Cost $31.50 Unrealized -10.1%
BBY BEST BUY INC 0.0%
Value $1,348 Shares 21 Est. Cost $63.23 Unrealized +5.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $1,283 Shares 8 Est. Cost $158.24 Unrealized +8.8%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1,238 Shares 12 Est. Cost $81.57 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value $1,228 Shares 64 Est. Cost $18.85 Unrealized
TIP ISHARES TR 0.0%
Value $993 Shares 9 Est. Cost $106.44 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value $923 Shares 30 Est. Cost $30.39 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $866 Shares 35 Est. Cost $17.42 Unrealized
CTVA CORTEVA INC 0.0%
Value $837 Shares 10 Est. Cost $72.16 Unrealized +0.8%
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $818 Shares 5 Est. Cost $90.36 Unrealized
ICVT ISHARES TR 0.0%
Value $814 Shares 8 Est. Cost $73.25 Unrealized
CRM SALESFORCE INC 0.0%
Value $747 Shares 4 Est. Cost $201.68 Unrealized +7.0%
ARKG ARK ETF TR 0.0%
Value $740 Shares 28 Est. Cost $27.92 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $735 Shares 20 Est. Cost $109.26 Unrealized
AGNG GLOBAL X FDS 0.0%
Value $605 Shares 17 Est. Cost $26.53 Unrealized
HEAL GLOBAL X FDS 0.0%
Value $381 Shares 16 Est. Cost $31.95 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value $307 Shares 6 Est. Cost $43.88 Unrealized
IXUS ISHARES TR 0.0%
Value $260 Shares 3 Est. Cost $80.56 Unrealized
BX BLACKSTONE INC 0.0%
Value $115 Shares 1 Est. Cost $135.11 Unrealized +4.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $110 Shares 4 Est. Cost $12.15 Unrealized +132.4%
BTE BAYTEX ENERGY CORP 0.0%
Value $31 Shares 7 Est. Cost $3.34 Unrealized +3.3%