MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 15, 2025

Total Value ($000): $528,597 (100.0% shares, 0.0% debt)

Holdings (225)

FLRN SPDR SERIES TRUST 6.5%
Value ($000) $34,264 Shares 1,110,303 Est. Cost $30.82 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 6.4%
Value ($000) $33,684 Shares 1,007,902 Est. Cost $27.76 Unrealized
PULS PGIM ETF TR 4.9%
Value ($000) $25,798 Shares 517,717 Est. Cost $49.75 Unrealized
TFLO ISHARES TR 4.8%
Value ($000) $25,446 Shares 502,992 Est. Cost $50.61 Unrealized
MSTB ETF SER SOLUTIONS 4.6%
Value ($000) $24,219 Shares 608,963 Est. Cost $36.62 Unrealized
GRNY TIDAL TRUST I 4.0%
Value ($000) $20,885 Shares 835,749 Est. Cost $24.99 Unrealized
VOO VANGUARD INDEX FDS 3.9%
Value ($000) $20,718 Shares 33,832 Est. Cost $593.63 Unrealized
QQQ INVESCO QQQ TR 3.9%
Value ($000) $20,409 Shares 33,994 Est. Cost $560.49 Unrealized
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $14,077 Shares 75,444 Est. Cost $130.37 Unrealized +33.7%
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $12,928 Shares 19,406 Est. Cost $645.46 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $12,618 Shares 456,523 Est. Cost $25.15 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $11,256 Shares 44,203 Est. Cost $199.48 Unrealized +13.1%
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $6,839 Shares 119,770 Est. Cost $57.48 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $6,712 Shares 116,690 Est. Cost $54.96 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $6,522 Shares 315,239 Est. Cost $20.65 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $6,057 Shares 8,247 Est. Cost $574.65 Unrealized +29.3%
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $5,894 Shares 18,685 Est. Cost $268.15 Unrealized +10.4%
VST VISTRA CORP 1.0%
Value ($000) $5,504 Shares 28,095 Est. Cost $160.23 Unrealized +23.4%
GMAY FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $5,399 Shares 133,397 Est. Cost $34.87 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $5,001 Shares 129,530 Est. Cost $34.17 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $4,792 Shares 118,117 Est. Cost $34.82 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $4,764 Shares 125,218 Est. Cost $33.29 Unrealized
CCL CARNIVAL CORP 0.9%
Value ($000) $4,632 Shares 160,237 Est. Cost $30.20 Unrealized 0.0%
V VISA INC 0.9%
Value ($000) $4,586 Shares 13,432 Est. Cost $315.52 Unrealized +9.4%
BSJP INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $4,397 Shares 190,683 Est. Cost $23.06 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $4,373 Shares 88,692 Est. Cost $52.96 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $4,363 Shares 8,424 Est. Cost $401.47 Unrealized +26.7%
STT STATE STR CORP 0.8%
Value ($000) $4,048 Shares 34,890 Est. Cost $110.08 Unrealized 0.0%
BOND PIMCO ETF TR 0.7%
Value ($000) $3,925 Shares 42,049 Est. Cost $91.62 Unrealized
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $3,789 Shares 18,859 Est. Cost $195.75 Unrealized 0.0%
SSO PROSHARES TR 0.7%
Value ($000) $3,636 Shares 32,423 Est. Cost $106.91 Unrealized
BALT INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,566 Shares 108,652 Est. Cost $29.09 Unrealized
MINT PIMCO ETF TR 0.7%
Value ($000) $3,480 Shares 34,564 Est. Cost $100.42 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $3,353 Shares 18,378 Est. Cost $22.61 Unrealized +616.8%
UDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,272 Shares 85,273 Est. Cost $28.15 Unrealized
SHV ISHARES TR 0.6%
Value ($000) $3,247 Shares 29,386 Est. Cost $110.51 Unrealized
SCHG SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,109 Shares 97,443 Est. Cost $26.84 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $3,098 Shares 6,967 Est. Cost $253.76 Unrealized +36.7%
EXEL EXELIXIS INC 0.6%
Value ($000) $3,048 Shares 73,792 Est. Cost $38.46 Unrealized +4.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,656 Shares 23,192 Est. Cost $102.48 Unrealized +14.2%
PDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,457 Shares 58,461 Est. Cost $30.86 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $2,376 Shares 6,684 Est. Cost $252.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,369 Shares 6,860 Est. Cost $298.94 Unrealized 0.0%
CRM SALESFORCE INC 0.4%
Value ($000) $2,348 Shares 9,908 Est. Cost $257.62 Unrealized -2.4%
SFLR INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,340 Shares 64,956 Est. Cost $26.06 Unrealized
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $2,287 Shares 15,695 Est. Cost $103.92 Unrealized +23.9%
BUFF INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,276 Shares 46,580 Est. Cost $40.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $2,165 Shares 7,673 Est. Cost $214.67 Unrealized +20.9%
QUAL ISHARES TR 0.4%
Value ($000) $2,142 Shares 11,012 Est. Cost $188.68 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2,112 Shares 19,022 Est. Cost $90.89 Unrealized +23.5%
SHOP SHOPIFY INC 0.4%
Value ($000) $2,089 Shares 14,058 Est. Cost $123.52 Unrealized +9.8%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $2,055 Shares 12,703 Est. Cost $134.46 Unrealized +20.0%
EXPE EXPEDIA GROUP INC 0.4%
Value ($000) $2,012 Shares 9,411 Est. Cost $180.39 Unrealized +11.0%
PYLD PIMCO ETF TR 0.4%
Value ($000) $2,003 Shares 74,638 Est. Cost $26.12 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $1,908 Shares 7,440 Est. Cost $248.60 Unrealized
SNEX STONEX GROUP INC 0.4%
Value ($000) $1,885 Shares 18,676 Est. Cost $95.50 Unrealized 0.0%
SPYI NEOS ETF TRUST 0.3%
Value ($000) $1,838 Shares 35,148 Est. Cost $50.74 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,796 Shares 69,469 Est. Cost $25.01 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,781 Shares 56,941 Est. Cost $30.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,778 Shares 3,626 Est. Cost $353.58 Unrealized +28.6%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,735 Shares 21,703 Est. Cost $84.64 Unrealized 0.0%
JBL JABIL INC 0.3%
Value ($000) $1,735 Shares 7,987 Est. Cost $217.63 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,733 Shares 26,658 Est. Cost $61.17 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,599 Shares 6,907 Est. Cost $162.42 Unrealized +24.3%
AOM ISHARES TR 0.3%
Value ($000) $1,553 Shares 32,635 Est. Cost $41.68 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,508 Shares 2 Est. Cost $657981.80 Unrealized +10.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,467 Shares 2,937 Est. Cost $427.66 Unrealized +4.8%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $1,417 Shares 5,439 Est. Cost $235.24 Unrealized +13.7%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,338 Shares 1,445 Est. Cost $846.06 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,315 Shares 2,616 Est. Cost $384.41 Unrealized +26.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,290 Shares 2,704 Est. Cost $363.00 Unrealized +17.2%
WMT WALMART INC 0.2%
Value ($000) $1,275 Shares 12,376 Est. Cost $84.18 Unrealized +17.9%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $1,236 Shares 19,437 Est. Cost $53.05 Unrealized +21.8%
MOH MOLINA HEALTHCARE INC 0.2%
Value ($000) $1,213 Shares 6,337 Est. Cost $184.06 Unrealized 0.0%
CORP PIMCO ETF TR 0.2%
Value ($000) $1,177 Shares 11,931 Est. Cost $95.29 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $1,169 Shares 8,024 Est. Cost $89.28 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,159 Shares 16,935 Est. Cost $61.88 Unrealized +8.9%
AOR ISHARES TR 0.2%
Value ($000) $1,121 Shares 17,405 Est. Cost $55.35 Unrealized
VPC ETFIS SER TR I 0.2%
Value ($000) $1,108 Shares 58,590 Est. Cost $20.98 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,102 Shares 7,099 Est. Cost $140.62 Unrealized +8.3%
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $1,102 Shares 2,030 Est. Cost $492.21 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $1,100 Shares 43,153 Est. Cost $24.93 Unrealized -3.2%
HYS PIMCO ETF TR 0.2%
Value ($000) $1,096 Shares 11,451 Est. Cost $93.85 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $1,091 Shares 12,978 Est. Cost $67.65 Unrealized +8.6%
IBND SPDR SERIES TRUST 0.2%
Value ($000) $1,085 Shares 33,607 Est. Cost $32.43 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,085 Shares 3,265 Est. Cost $234.69 Unrealized +34.9%
COR CENCORA INC 0.2%
Value ($000) $1,082 Shares 3,461 Est. Cost $280.57 Unrealized +4.6%
UAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,061 Shares 27,002 Est. Cost $28.65 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,056 Shares 11,305 Est. Cost $93.37 Unrealized
HQY HEALTHEQUITY INC 0.2%
Value ($000) $1,035 Shares 10,925 Est. Cost $94.11 Unrealized 0.0%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,022 Shares 3,131 Est. Cost $241.74 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,014 Shares 15,291 Est. Cost $68.36 Unrealized -0.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,010 Shares 2,578 Est. Cost $460.33 Unrealized -9.2%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $996 Shares 35,168 Est. Cost $25.51 Unrealized +5.7%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $981 Shares 4,440 Est. Cost $193.97 Unrealized +15.3%
GJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $965 Shares 23,150 Est. Cost $36.21 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $953 Shares 3,382 Est. Cost $239.01 Unrealized
PIMCO STRATEGIC INCOME FD 0.2%
Value ($000) $947 Shares 124,750 Est. Cost $6.30 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $939 Shares 8,329 Est. Cost $99.96 Unrealized +9.7%
LQD ISHARES TR 0.2%
Value ($000) $893 Shares 8,008 Est. Cost $111.47 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $877 Shares 18,679 Est. Cost $46.34 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $877 Shares 11,294 Est. Cost $77.65 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $868 Shares 16,349 Est. Cost $52.91 Unrealized
IGLB ISHARES TR 0.2%
Value ($000) $866 Shares 16,796 Est. Cost $51.54 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE I 0.2%
Value ($000) $861 Shares 13,803 Est. Cost $69.61 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $855 Shares 2,840 Est. Cost $208.41 Unrealized +30.8%
LQDH ISHARES U S ETF TR 0.2%
Value ($000) $854 Shares 9,131 Est. Cost $92.56 Unrealized
HACK AMPLIFY ETF TR 0.2%
Value ($000) $850 Shares 9,798 Est. Cost $86.37 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $845 Shares 16,531 Est. Cost $51.02 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $834 Shares 1,738 Est. Cost $419.28 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $823 Shares 3,400 Est. Cost $209.04 Unrealized
FLTR VANECK ETF TRUST 0.2%
Value ($000) $818 Shares 31,974 Est. Cost $25.55 Unrealized
IONQ IONQ INC 0.2%
Value ($000) $806 Shares 13,106 Est. Cost $16.80 Unrealized +179.9%
XBIL RBB FD INC 0.2%
Value ($000) $798 Shares 15,898 Est. Cost $50.14 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $786 Shares 2,786 Est. Cost $278.29 Unrealized +3.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $774 Shares 11,903 Est. Cost $50.26 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $766 Shares 51,244 Est. Cost $16.38 Unrealized
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $762 Shares 14,860 Est. Cost $62.49 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $754 Shares 8,221 Est. Cost $91.73 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $749 Shares 6,885 Est. Cost $146.44 Unrealized -0.7%
IVV ISHARES TR 0.1%
Value ($000) $749 Shares 1,119 Est. Cost $428.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $748 Shares 13,893 Est. Cost $48.81 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $746 Shares 4,002 Est. Cost $172.97 Unrealized
UI UBIQUITI INC 0.1%
Value ($000) $743 Shares 1,124 Est. Cost $499.23 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value ($000) $722 Shares 8,364 Est. Cost $62.23 Unrealized
BB BLACKBERRY LTD 0.1%
Value ($000) $690 Shares 141,353 Est. Cost $3.33 Unrealized +19.1%
CTRE CARETRUST REIT INC 0.1%
Value ($000) $683 Shares 19,705 Est. Cost $25.73 Unrealized
BDGS EA SERIES TRUST 0.1%
Value ($000) $671 Shares 19,539 Est. Cost $27.47 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $658 Shares 2,744 Est. Cost $210.35 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $656 Shares 14,769 Est. Cost $44.42 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $651 Shares 6,494 Est. Cost $99.11 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $646 Shares 15,208 Est. Cost $31.03 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $638 Shares 13,319 Est. Cost $33.16 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $624 Shares 3,047 Est. Cost $192.49 Unrealized -6.1%
IAU ISHARES GOLD TR 0.1%
Value ($000) $604 Shares 8,297 Est. Cost $61.99 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $574 Shares 624 Est. Cost $198.98 Unrealized -6.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $573 Shares 3,447 Est. Cost $167.76 Unrealized -6.3%
RTX RTX CORPORATION 0.1%
Value ($000) $561 Shares 3,350 Est. Cost $101.91 Unrealized +51.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $555 Shares 3,173 Est. Cost $166.65 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $552 Shares 512 Est. Cost $930.36 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $533 Shares 800 Est. Cost $645.46 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $522 Shares 2,765 Est. Cost $103.91 Unrealized +66.8%
USMV ISHARES TR 0.1%
Value ($000) $516 Shares 5,425 Est. Cost $73.03 Unrealized
MSTR STRATEGY INC 0.1%
Value ($000) $514 Shares 1,596 Est. Cost $317.51 Unrealized +16.8%
GPIX GOLDMAN SACHS ETF TR 0.1%
Value ($000) $508 Shares 9,725 Est. Cost $52.23 Unrealized
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $503 Shares 14,030 Est. Cost $27.95 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $501 Shares 2,396 Est. Cost $124.07 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $501 Shares 1,421 Est. Cost $428.00 Unrealized -16.2%
QQQI NEOS ETF TRUST 0.1%
Value ($000) $500 Shares 9,229 Est. Cost $54.20 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $500 Shares 12,858 Est. Cost $29.85 Unrealized
MAGS LISTED FDS TR 0.1%
Value ($000) $488 Shares 7,519 Est. Cost $53.10 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $487 Shares 5,449 Est. Cost $92.17 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $483 Shares 1,984 Est. Cost $169.27 Unrealized +24.0%
ENFR ALPS ETF TR 0.1%
Value ($000) $477 Shares 14,731 Est. Cost $31.37 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $454 Shares 3,175 Est. Cost $136.16 Unrealized +3.4%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $452 Shares 9,437 Est. Cost $47.75 Unrealized 0.0%
QYLD GLOBAL X FDS 0.1%
Value ($000) $452 Shares 26,589 Est. Cost $16.92 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $448 Shares 3,100 Est. Cost $95.35 Unrealized +38.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $447 Shares 727 Est. Cost $311.89 Unrealized +94.1%
GRAB GRAB HOLDINGS LIMITED 0.1%
Value ($000) $444 Shares 73,707 Est. Cost $4.58 Unrealized +15.9%
ESTA ESTABLISHMENT LABS HLDGS INC 0.1%
Value ($000) $438 Shares 10,681 Est. Cost $34.87 Unrealized +17.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $435 Shares 2,347 Est. Cost $149.59 Unrealized +13.3%
IJR ISHARES TR 0.1%
Value ($000) $433 Shares 3,646 Est. Cost $118.84 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $426 Shares 13,270 Est. Cost $26.25 Unrealized
PHYL PGIM ETF TR 0.1%
Value ($000) $420 Shares 11,762 Est. Cost $35.75 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $420 Shares 4,178 Est. Cost $99.12 Unrealized 0.0%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $419 Shares 8,251 Est. Cost $50.78 Unrealized
IT GARTNER INC 0.1%
Value ($000) $411 Shares 1,564 Est. Cost $291.66 Unrealized 0.0%
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value ($000) $410 Shares 175,967 Est. Cost $1.93 Unrealized -2.4%
BMNR BITMINE IMMERSION TECNOLOGIE 0.1%
Value ($000) $403 Shares 7,753 Est. Cost $50.65 Unrealized 0.0%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $398 Shares 10,384 Est. Cost $30.90 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $393 Shares 1,190 Est. Cost $169.88 Unrealized +80.0%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $381 Shares 4,859 Est. Cost $65.89 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $379 Shares 2,541 Est. Cost $149.12 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $376 Shares 8,137 Est. Cost $45.70 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $375 Shares 492 Est. Cost $537.04 Unrealized +38.2%
MRK MERCK & CO INC 0.1%
Value ($000) $374 Shares 4,457 Est. Cost $77.94 Unrealized +3.9%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $369 Shares 7,956 Est. Cost $46.33 Unrealized
CRWV COREWEAVE INC 0.1%
Value ($000) $365 Shares 2,664 Est. Cost $118.31 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $355 Shares 8,383 Est. Cost $32.81 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $354 Shares 1,639 Est. Cost $215.90 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $338 Shares 9,169 Est. Cost $25.70 Unrealized
PMBS PIMCO ETF TR 0.1%
Value ($000) $335 Shares 6,739 Est. Cost $49.66 Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $332 Shares 10,285 Est. Cost $31.53 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $332 Shares 1,510 Est. Cost $145.49 Unrealized +55.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $326 Shares 11,931 Est. Cost $27.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $324 Shares 7,365 Est. Cost $38.75 Unrealized +9.6%
WCLD WISDOMTREE TR 0.1%
Value ($000) $304 Shares 8,635 Est. Cost $35.17 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $304 Shares 3,444 Est. Cost $76.66 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $292 Shares 5,075 Est. Cost $56.48 Unrealized
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $283 Shares 10,272 Est. Cost $24.90 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $281 Shares 5,372 Est. Cost $52.45 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $277 Shares 7,067 Est. Cost $39.26 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $273 Shares 7,000 Est. Cost $28.72 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $271 Shares 2,789 Est. Cost $97.10 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $263 Shares 2,935 Est. Cost $89.64 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $262 Shares 1,908 Est. Cost $118.28 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $259 Shares 927 Est. Cost $279.57 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $253 Shares 6,087 Est. Cost $41.58 Unrealized
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $253 Shares 7,063 Est. Cost $26.65 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $247 Shares 752 Est. Cost $304.19 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $241 Shares 8,058 Est. Cost $29.30 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $238 Shares 978 Est. Cost $209.20 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $236 Shares 674 Est. Cost $282.18 Unrealized +21.7%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $231 Shares 5,816 Est. Cost $34.16 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $228 Shares 1,203 Est. Cost $173.08 Unrealized
T AT&T INC 0.0%
Value ($000) $222 Shares 7,859 Est. Cost $28.07 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $220 Shares 1,020 Est. Cost $190.42 Unrealized +18.4%
IEFA ISHARES TR 0.0%
Value ($000) $220 Shares 2,520 Est. Cost $87.31 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $220 Shares 4,439 Est. Cost $49.45 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $218 Shares 923 Est. Cost $230.22 Unrealized -3.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $217 Shares 273 Est. Cost $734.84 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $216 Shares 532 Est. Cost $389.16 Unrealized 0.0%
ARKF ARK ETF TR 0.0%
Value ($000) $215 Shares 3,781 Est. Cost $56.80 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $214 Shares 221 Est. Cost $968.09 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $212 Shares 636 Est. Cost $332.84 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $209 Shares 6,206 Est. Cost $33.68 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $209 Shares 1,066 Est. Cost $195.86 Unrealized
GLW CORNING INC 0.0%
Value ($000) $208 Shares 2,541 Est. Cost $64.97 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $208 Shares 2,153 Est. Cost $95.77 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $203 Shares 1,926 Est. Cost $105.64 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value ($000) $202 Shares 3,896 Est. Cost $51.97 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $202 Shares 281 Est. Cost $680.44 Unrealized +11.5%
BRO BROWN & BROWN INC 0.0%
Value ($000) $201 Shares 2,148 Est. Cost $97.18 Unrealized 0.0%
TIDAL TRUST II 0.0%
Value ($000) $125 Shares 13,293 Est. Cost $8.20 Unrealized