INSIGNEO ADVISORY SERVICES, LLC Diversified Active

CIK: 0001964958 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $521,727 (100.0% shares, 0.0% debt)

Holdings (339)

AAPL APPLE INC 13.1%
Value ($000) $68,477 Shares 353,027 Est. Cost $146.80 Unrealized +17.2%
SPY SPDR S&P 500 ETF Trust 4.8%
Value ($000) $24,873 Shares 55,904 Est. Cost $410.40 Unrealized
AMZN AMAZON COM INC 4.1%
Value ($000) $21,490 Shares 164,854 Est. Cost $102.82 Unrealized +11.1%
MSFT MICROSOFT CORP 4.1%
Value ($000) $21,474 Shares 63,060 Est. Cost $257.12 Unrealized +19.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.4%
Value ($000) $17,598 Shares 51,608 Est. Cost $315.29 Unrealized +3.5%
QQQ INVESCO QQQ TR 2.5%
Value ($000) $13,000 Shares 35,141 Est. Cost $303.48 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $9,340 Shares 78,032 Est. Cost $98.21 Unrealized +16.3%
TSLA TESLA INC 1.6%
Value ($000) $8,455 Shares 32,299 Est. Cost $191.84 Unrealized +4.2%
EEM ISHARES INC 1.5%
Value ($000) $7,669 Shares 193,847 Est. Cost $38.70 Unrealized
META META PLATFORMS INC 1.4%
Value ($000) $7,467 Shares 26,018 Est. Cost $167.99 Unrealized +45.9%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $7,188 Shares 16,993 Est. Cost $18.75 Unrealized +76.9%
IWM ISHARES INC 1.1%
Value ($000) $5,968 Shares 31,870 Est. Cost $176.60 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $5,306 Shares 43,858 Est. Cost $105.63 Unrealized +8.8%
HON HONEYWELL INTL INC 0.9%
Value ($000) $4,816 Shares 23,210 Est. Cost $178.65 Unrealized -1.7%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $4,678 Shares 32,165 Est. Cost $123.59 Unrealized +4.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $4,660 Shares 9 Est. Cost $454211.47 Unrealized +9.6%
V VISA INC 0.8%
Value ($000) $4,368 Shares 18,392 Est. Cost $208.41 Unrealized +7.7%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,321 Shares 30,407 Est. Cost $142.10 Unrealized
VALE VALE S A 0.7%
Value ($000) $3,844 Shares 286,434 Est. Cost $13.89 Unrealized
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,827 Shares 47,147 Est. Cost $84.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $3,590 Shares 7,472 Est. Cost $449.91 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.7%
Value ($000) $3,531 Shares 241,463 Est. Cost $12.74 Unrealized
VTI VANGUARD WORLD FDS 0.7%
Value ($000) $3,412 Shares 15,490 Est. Cost $196.88 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,410 Shares 101,147 Est. Cost $33.92 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $3,391 Shares 10,917 Est. Cost $280.38 Unrealized -1.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,348 Shares 20,228 Est. Cost $153.33 Unrealized -2.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $3,262 Shares 36,533 Est. Cost $93.10 Unrealized -0.6%
EWJ ISHARES INC 0.6%
Value ($000) $2,900 Shares 46,848 Est. Cost $55.91 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $2,897 Shares 31,164 Est. Cost $79.87 Unrealized +0.4%
VOO VANGUARD WORLD FDS 0.5%
Value ($000) $2,767 Shares 6,768 Est. Cost $391.00 Unrealized
VLUE ISHARES INC 0.5%
Value ($000) $2,755 Shares 29,370 Est. Cost $91.14 Unrealized
IEUR ISHARES INC 0.5%
Value ($000) $2,741 Shares 52,088 Est. Cost $49.49 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value ($000) $2,630 Shares 2,220 Est. Cost $1049.50 Unrealized +19.8%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,598 Shares 6,605 Est. Cost $345.80 Unrealized +7.0%
CRM SALESFORCE INC 0.5%
Value ($000) $2,555 Shares 12,092 Est. Cost $162.94 Unrealized +23.8%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,506 Shares 16,748 Est. Cost $148.25 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $2,501 Shares 5,678 Est. Cost $32.36 Unrealized +13.8%
VOE VANGUARD WORLD FDS 0.5%
Value ($000) $2,491 Shares 18,000 Est. Cost $135.22 Unrealized
WMT WALMART INC 0.5%
Value ($000) $2,458 Shares 15,637 Est. Cost $46.56 Unrealized +5.2%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $2,405 Shares 83,831 Est. Cost $28.26 Unrealized -5.8%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,405 Shares 22,423 Est. Cost $97.72 Unrealized +1.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,384 Shares 4,961 Est. Cost $484.54 Unrealized -4.1%
MPC MARATHON PETE CORP 0.4%
Value ($000) $2,302 Shares 19,745 Est. Cost $107.86 Unrealized +1.9%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,298 Shares 14,605 Est. Cost $150.17 Unrealized -4.6%
EWZ ISHARES INC 0.4%
Value ($000) $2,289 Shares 70,587 Est. Cost $28.29 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,279 Shares 16,916 Est. Cost $135.56 Unrealized -1.4%
KO COCA COLA CO 0.4%
Value ($000) $2,255 Shares 37,156 Est. Cost $56.03 Unrealized +2.4%
BA BOEING CO 0.4%
Value ($000) $2,244 Shares 10,628 Est. Cost $180.24 Unrealized +15.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,232 Shares 4,145 Est. Cost $471.29 Unrealized +3.4%
MRK MERCK & CO INC 0.4%
Value ($000) $2,209 Shares 19,021 Est. Cost $97.23 Unrealized +7.4%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $2,139 Shares 4,831 Est. Cost $442.84 Unrealized
IR INGERSOLL RAND INC 0.4%
Value ($000) $2,137 Shares 32,700 Est. Cost $50.89 Unrealized +15.9%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $2,116 Shares 25,388 Est. Cost $89.35 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,044 Shares 55,727 Est. Cost $37.16 Unrealized -10.6%
ITOT ISHARES INC 0.4%
Value ($000) $2,029 Shares 20,740 Est. Cost $94.42 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,982 Shares 6,642 Est. Cost $256.98 Unrealized +6.3%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,924 Shares 35,356 Est. Cost $51.18 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,852 Shares 4,022 Est. Cost $429.26 Unrealized +0.5%
BLACKROCK HEALTH SCIENCS TR 0.4%
Value ($000) $1,849 Shares 112,632 Est. Cost $15.43 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,821 Shares 9,830 Est. Cost $164.36 Unrealized +3.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,817 Shares 11,977 Est. Cost $132.36 Unrealized +6.8%
VGK VANGUARD WORLD FDS 0.3%
Value ($000) $1,807 Shares 29,279 Est. Cost $55.82 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.3%
Value ($000) $1,687 Shares 81,677 Est. Cost $20.98 Unrealized
VNQ VANGUARD WORLD FDS 0.3%
Value ($000) $1,659 Shares 19,641 Est. Cost $83.91 Unrealized
SHEL SHELL PLC 0.3%
Value ($000) $1,636 Shares 27,092 Est. Cost $57.92 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $1,578 Shares 95,947 Est. Cost $42.36 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,573 Shares 42,305 Est. Cost $30.91 Unrealized +1.0%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,554 Shares 4,509 Est. Cost $342.61 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,499 Shares 8,362 Est. Cost $151.64 Unrealized +1.9%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,492 Shares 15,385 Est. Cost $96.98 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,451 Shares 14,673 Est. Cost $83.27 Unrealized +1.5%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,447 Shares 8,308 Est. Cost $149.78 Unrealized +4.3%
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $1,445 Shares 36,042 Est. Cost $40.01 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,419 Shares 27,434 Est. Cost $42.80 Unrealized +6.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,417 Shares 2,898 Est. Cost $358.47 Unrealized +12.4%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,406 Shares 19,367 Est. Cost $74.45 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,393 Shares 44,293 Est. Cost $30.35 Unrealized
TOTALENERGIES SE 0.3%
Value ($000) $1,389 Shares 23,770 Est. Cost $62.10 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,385 Shares 20,760 Est. Cost $74.48 Unrealized -8.7%
AVGO BROADCOM INC 0.3%
Value ($000) $1,360 Shares 1,568 Est. Cost $59.41 Unrealized +15.7%
LOW LOWES COS INC 0.3%
Value ($000) $1,356 Shares 6,008 Est. Cost $189.81 Unrealized +4.2%
AIA ISHARES TR 0.3%
Value ($000) $1,350 Shares 22,661 Est. Cost $61.89 Unrealized
ACWV ISHARES INC 0.3%
Value ($000) $1,319 Shares 13,449 Est. Cost $98.06 Unrealized
VXUS VANGUARD WORLD FDS 0.3%
Value ($000) $1,315 Shares 23,441 Est. Cost $51.71 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,306 Shares 31,434 Est. Cost $32.74 Unrealized +11.9%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,297 Shares 27,539 Est. Cost $45.58 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,290 Shares 16,706 Est. Cost $52.52 Unrealized +28.8%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,266 Shares 9,540 Est. Cost $132.73 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,262 Shares 24,203 Est. Cost $51.33 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,259 Shares 2,685 Est. Cost $346.43 Unrealized +18.8%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,248 Shares 16,621 Est. Cost $75.04 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $1,238 Shares 28,049 Est. Cost $34.66 Unrealized
T AT&T INC 0.2%
Value ($000) $1,191 Shares 74,676 Est. Cost $14.95 Unrealized -1.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,184 Shares 10,393 Est. Cost $81.47 Unrealized +27.7%
PFF ISHARES TR 0.2%
Value ($000) $1,178 Shares 38,082 Est. Cost $30.99 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,171 Shares 4,140 Est. Cost $282.96 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,161 Shares 15,643 Est. Cost $71.32 Unrealized -1.8%
GDXJ VANECK ETF TRUST 0.2%
Value ($000) $1,137 Shares 31,897 Est. Cost $37.72 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,136 Shares 7,462 Est. Cost $176.60 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1,107 Shares 12,957 Est. Cost $78.05 Unrealized +0.4%
TGT TARGET CORP 0.2%
Value ($000) $1,090 Shares 8,267 Est. Cost $139.42 Unrealized -3.2%
AAXJ ISHARES INC 0.2%
Value ($000) $1,087 Shares 16,368 Est. Cost $65.82 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,083 Shares 32,382 Est. Cost $28.59 Unrealized +7.5%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,044 Shares 4,099 Est. Cost $211.03 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,042 Shares 9,411 Est. Cost $103.01 Unrealized +8.1%
IJR ISHARES INC 0.2%
Value ($000) $1,013 Shares 10,162 Est. Cost $96.76 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,005 Shares 23,555 Est. Cost $39.79 Unrealized -5.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $968 Shares 5,379 Est. Cost $155.31 Unrealized +2.4%
ETF MANAGERS TR 0.2%
Value ($000) $964 Shares 102,732 Est. Cost $11.07 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $963 Shares 7,514 Est. Cost $105.00 Unrealized +11.4%
BHP BHP GROUP LTD 0.2%
Value ($000) $956 Shares 16,019 Est. Cost $61.72 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $949 Shares 3,858 Est. Cost $210.86 Unrealized +1.4%
ABT ABBOTT LABS 0.2%
Value ($000) $949 Shares 8,702 Est. Cost $99.36 Unrealized +2.1%
DHR DANAHER CORPORATION 0.2%
Value ($000) $945 Shares 3,935 Est. Cost $223.22 Unrealized -6.5%
BP BP PLC 0.2%
Value ($000) $932 Shares 26,417 Est. Cost $35.03 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $922 Shares 27,037 Est. Cost $30.13 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $918 Shares 10,232 Est. Cost $84.94 Unrealized +0.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $915 Shares 9,340 Est. Cost $89.00 Unrealized +3.7%
VTWO VANGUARD WORLD FDS 0.2%
Value ($000) $905 Shares 11,973 Est. Cost $70.40 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.2%
Value ($000) $901 Shares 60,535 Est. Cost $14.19 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $901 Shares 2,794 Est. Cost $318.22 Unrealized -3.2%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $898 Shares 3,653 Est. Cost $246.61 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $887 Shares 20,540 Est. Cost $35.07 Unrealized +6.0%
KWEB KRANESHARES TR 0.2%
Value ($000) $886 Shares 32,888 Est. Cost $26.93 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $885 Shares 4,327 Est. Cost $189.23 Unrealized -1.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $879 Shares 6,566 Est. Cost $120.59 Unrealized -2.1%
FPX FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $861 Shares 9,761 Est. Cost $83.48 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $860 Shares 5,276 Est. Cost $145.37 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $860 Shares 15,166 Est. Cost $66.27 Unrealized -23.9%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $854 Shares 3,765 Est. Cost $212.31 Unrealized -5.7%
IVV ISHARES INC 0.2%
Value ($000) $852 Shares 1,911 Est. Cost $417.10 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $844 Shares 3,387 Est. Cost $174.63 Unrealized +23.7%
DE DEERE & CO 0.2%
Value ($000) $837 Shares 2,059 Est. Cost $384.72 Unrealized -4.4%
XYZ BLOCK INC 0.2%
Value ($000) $828 Shares 12,441 Est. Cost $62.65 Unrealized -0.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $826 Shares 13,093 Est. Cost $54.99 Unrealized +15.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $818 Shares 4,182 Est. Cost $184.11 Unrealized -3.3%
PICK ISHARES INC 0.2%
Value ($000) $813 Shares 20,104 Est. Cost $40.58 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $813 Shares 5,626 Est. Cost $93.28 Unrealized +31.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $793 Shares 17,160 Est. Cost $36.57 Unrealized 0.0%
F FORD MTR CO DEL 0.2%
Value ($000) $793 Shares 52,430 Est. Cost $10.31 Unrealized +3.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $760 Shares 7,502 Est. Cost $81.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $760 Shares 1,455 Est. Cost $527.26 Unrealized +1.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $742 Shares 8,752 Est. Cost $72.25 Unrealized +5.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $741 Shares 6,506 Est. Cost $106.23 Unrealized -3.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $736 Shares 6,181 Est. Cost $108.79 Unrealized -0.4%
ORCL ORACLE CORP 0.1%
Value ($000) $734 Shares 6,165 Est. Cost $73.20 Unrealized +37.2%
BLACKROCK INC 0.1%
Value ($000) $729 Shares 1,055 Est. Cost $691.14 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $726 Shares 2,733 Est. Cost $226.66 Unrealized +1.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $726 Shares 2,122 Est. Cost $243.83 Unrealized +24.1%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $722 Shares 13,353 Est. Cost $43.30 Unrealized +20.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $708 Shares 4,070 Est. Cost $137.01 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $703 Shares 6,221 Est. Cost $100.98 Unrealized +3.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $699 Shares 6,710 Est. Cost $102.51 Unrealized -7.8%
ACWI ISHARES INC 0.1%
Value ($000) $697 Shares 7,266 Est. Cost $95.94 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $679 Shares 4,963 Est. Cost $117.21 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $653 Shares 23,742 Est. Cost $24.26 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $643 Shares 3,704 Est. Cost $177.08 Unrealized
ECH ISHARES INC 0.1%
Value ($000) $635 Shares 21,766 Est. Cost $29.18 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $635 Shares 3,065 Est. Cost $224.39 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $635 Shares 8,234 Est. Cost $72.27 Unrealized +0.4%
SUPV GRUPO SUPERVIELLE S.A. 0.1%
Value ($000) $633 Shares 203,697 Est. Cost $2.96 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $632 Shares 13,787 Est. Cost $45.82 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $609 Shares 4,144 Est. Cost $136.46 Unrealized +2.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $605 Shares 7,968 Est. Cost $68.81 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $603 Shares 13,279 Est. Cost $42.04 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $594 Shares 2,324 Est. Cost $83.63 Unrealized +24.4%
CME GROUP INC 0.1%
Value ($000) $587 Shares 3,169 Est. Cost $189.57 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $587 Shares 3,210 Est. Cost $182.80 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $584 Shares 5,894 Est. Cost $88.73 Unrealized +9.6%
NOW SERVICENOW INC 0.1%
Value ($000) $578 Shares 1,029 Est. Cost $89.02 Unrealized +12.3%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $573 Shares 600 Est. Cost $53.77 Unrealized +13.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $565 Shares 10,902 Est. Cost $50.83 Unrealized -6.4%
MKL MARKEL CORP 0.1%
Value ($000) $564 Shares 408 Est. Cost $1237.05 Unrealized +8.4%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $563 Shares 3,318 Est. Cost $208.68 Unrealized -10.2%
DDOG DATADOG INC 0.1%
Value ($000) $558 Shares 5,674 Est. Cost $78.12 Unrealized +7.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $558 Shares 1,693 Est. Cost $250.97 Unrealized +9.9%
IWD ISHARES INC 0.1%
Value ($000) $554 Shares 3,511 Est. Cost $153.77 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $549 Shares 2,473 Est. Cost $229.94 Unrealized -7.1%
LIT GLOBAL X FDS 0.1%
Value ($000) $546 Shares 8,373 Est. Cost $61.54 Unrealized
FXI ISHARES INC 0.1%
Value ($000) $542 Shares 19,951 Est. Cost $27.19 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $536 Shares 6,330 Est. Cost $113.53 Unrealized -17.0%
IWR ISHARES INC 0.1%
Value ($000) $534 Shares 7,310 Est. Cost $73.03 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $532 Shares 2,729 Est. Cost $162.90 Unrealized +27.2%
USMV ISHARES INC 0.1%
Value ($000) $532 Shares 7,163 Est. Cost $72.13 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $527 Shares 7,628 Est. Cost $80.25 Unrealized -19.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $524 Shares 34,183 Est. Cost $7.83 Unrealized +45.2%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $523 Shares 1,574 Est. Cost $291.87 Unrealized +1.6%
ITA ISHARES INC 0.1%
Value ($000) $522 Shares 4,478 Est. Cost $113.10 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $522 Shares 1,732 Est. Cost $262.19 Unrealized +1.2%
MMLG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $519 Shares 24,004 Est. Cost $20.53 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $519 Shares 4,231 Est. Cost $112.34 Unrealized +0.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $515 Shares 4,092 Est. Cost $110.41 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $513 Shares 240 Est. Cost $30.36 Unrealized +30.3%
EEMV ISHARES INC 0.1%
Value ($000) $512 Shares 9,310 Est. Cost $53.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $508 Shares 2,021 Est. Cost $205.37 Unrealized +6.9%
BBAR BANCO BBVA ARGENTINA S A 0.1%
Value ($000) $508 Shares 82,857 Est. Cost $5.65 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $507 Shares 23,667 Est. Cost $17.08 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $506 Shares 2,584 Est. Cost $193.45 Unrealized -6.5%
GM GENERAL MTRS CO 0.1%
Value ($000) $503 Shares 13,045 Est. Cost $34.61 Unrealized -2.8%
NIO NIO INC 0.1%
Value ($000) $496 Shares 51,142 Est. Cost $9.97 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $492 Shares 1,672 Est. Cost $250.28 Unrealized +11.1%
BOC BOSTON OMAHA CORP 0.1%
Value ($000) $491 Shares 26,111 Est. Cost $22.28 Unrealized -8.8%
O REALTY INCOME CORP 0.1%
Value ($000) $485 Shares 8,074 Est. Cost $52.91 Unrealized -0.6%
IWF ISHARES INC 0.1%
Value ($000) $484 Shares 1,760 Est. Cost $214.42 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $482 Shares 4,388 Est. Cost $79.83 Unrealized 0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $477 Shares 15,003 Est. Cost $27.08 Unrealized +1.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $474 Shares 15,621 Est. Cost $33.17 Unrealized -18.8%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $474 Shares 9,158 Est. Cost $53.45 Unrealized
CDW CDW CORP 0.1%
Value ($000) $474 Shares 2,581 Est. Cost $168.86 Unrealized -0.0%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $464 Shares 25,644 Est. Cost $15.63 Unrealized
URTH ISHARES INC 0.1%
Value ($000) $464 Shares 3,719 Est. Cost $124.67 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $460 Shares 2,088 Est. Cost $220.16 Unrealized
INTU INTUIT 0.1%
Value ($000) $460 Shares 1,003 Est. Cost $430.92 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $457 Shares 2,296 Est. Cost $198.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $456 Shares 9,879 Est. Cost $46.18 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $456 Shares 3,273 Est. Cost $119.58 Unrealized +5.2%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $452 Shares 23,800 Est. Cost $20.38 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $445 Shares 4,669 Est. Cost $91.50 Unrealized -3.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $441 Shares 1,131 Est. Cost $275.48 Unrealized +19.2%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $439 Shares 6,139 Est. Cost $67.84 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $436 Shares 5,189 Est. Cost $80.06 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $435 Shares 2,556 Est. Cost $157.59 Unrealized -4.0%
MDB MONGODB INC 0.1%
Value ($000) $427 Shares 1,040 Est. Cost $220.71 Unrealized +32.1%
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $421 Shares 2,862 Est. Cost $147.17 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $421 Shares 2,291 Est. Cost $168.95 Unrealized 0.0%
EDOW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $418 Shares 13,863 Est. Cost $28.82 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $414 Shares 2,353 Est. Cost $153.39 Unrealized +6.0%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $413 Shares 20,785 Est. Cost $18.97 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $412 Shares 10,124 Est. Cost $40.68 Unrealized
SONY SONY GROUP CORPORATION 0.1%
Value ($000) $409 Shares 4,539 Est. Cost $79.26 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $407 Shares 5,102 Est. Cost $79.79 Unrealized
ARTY ISHARES TR 0.1%
Value ($000) $407 Shares 12,309 Est. Cost $31.83 Unrealized
GGAL GRUPO FINANCIERO GALICIA S.A 0.1%
Value ($000) $406 Shares 23,596 Est. Cost $17.20 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value ($000) $404 Shares 65,274 Est. Cost $6.19 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $401 Shares 5,752 Est. Cost $63.22 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $400 Shares 3,461 Est. Cost $93.81 Unrealized +0.7%
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $399 Shares 9,933 Est. Cost $31.71 Unrealized +16.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $398 Shares 1,851 Est. Cost $219.21 Unrealized -6.7%
QYLD GLOBAL X FDS 0.1%
Value ($000) $396 Shares 22,335 Est. Cost $17.75 Unrealized
REET ISHARES INC 0.1%
Value ($000) $396 Shares 17,255 Est. Cost $22.75 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $390 Shares 7,640 Est. Cost $52.22 Unrealized +1.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $382 Shares 860 Est. Cost $465.48 Unrealized -4.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $381 Shares 1,084 Est. Cost $336.94 Unrealized 0.0%
VBR VANGUARD WORLD FDS 0.1%
Value ($000) $374 Shares 2,263 Est. Cost $158.73 Unrealized
DOW DOW INC 0.1%
Value ($000) $366 Shares 6,868 Est. Cost $46.47 Unrealized -2.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $362 Shares 2,089 Est. Cost $158.75 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $360 Shares 10,735 Est. Cost $28.41 Unrealized 0.0%
ARKF ARK ETF TR 0.1%
Value ($000) $356 Shares 17,049 Est. Cost $14.27 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $356 Shares 22,765 Est. Cost $16.51 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $354 Shares 8,580 Est. Cost $37.53 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $353 Shares 2,183 Est. Cost $137.86 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $353 Shares 15,500 Est. Cost $22.77 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $350 Shares 2,642 Est. Cost $117.43 Unrealized +4.4%
SAP SAP SE 0.1%
Value ($000) $348 Shares 2,544 Est. Cost $136.84 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $346 Shares 2,173 Est. Cost $147.59 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $342 Shares 4,773 Est. Cost $59.80 Unrealized -0.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $341 Shares 4,650 Est. Cost $68.54 Unrealized 0.0%
SNY SANOFI 0.1%
Value ($000) $338 Shares 6,279 Est. Cost $54.26 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $338 Shares 16,020 Est. Cost $21.07 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $336 Shares 6,637 Est. Cost $50.58 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $335 Shares 10,699 Est. Cost $31.35 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $335 Shares 5,396 Est. Cost $60.60 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $335 Shares 3,320 Est. Cost $100.91 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $334 Shares 3,116 Est. Cost $107.33 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $334 Shares 2,042 Est. Cost $155.19 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $334 Shares 5,223 Est. Cost $58.72 Unrealized +3.4%
SO SOUTHERN CO 0.1%
Value ($000) $333 Shares 4,737 Est. Cost $61.77 Unrealized +5.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $333 Shares 26,181 Est. Cost $12.70 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $332 Shares 10,178 Est. Cost $26.77 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $327 Shares 507 Est. Cost $541.30 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $326 Shares 1,595 Est. Cost $203.75 Unrealized -1.9%
EQIX EQUINIX INC 0.1%
Value ($000) $326 Shares 416 Est. Cost $595.47 Unrealized +16.3%
FCTR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $325 Shares 12,380 Est. Cost $27.34 Unrealized
HEFA ISHARES INC 0.1%
Value ($000) $324 Shares 10,460 Est. Cost $31.00 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $321 Shares 2,206 Est. Cost $141.31 Unrealized 0.0%
EWW ISHARES INC 0.1%
Value ($000) $317 Shares 5,100 Est. Cost $49.41 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $314 Shares 5,485 Est. Cost $60.83 Unrealized -6.9%
EWY ISHARES INC 0.1%
Value ($000) $313 Shares 4,931 Est. Cost $58.12 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $312 Shares 3,300 Est. Cost $82.71 Unrealized 0.0%
BBBY OVERSTOCK COM INC DEL 0.1%
Value ($000) $309 Shares 9,500 Est. Cost $20.51 Unrealized -1.0%
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value ($000) $302 Shares 11,604 Est. Cost $26.06 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $302 Shares 1,335 Est. Cost $206.53 Unrealized 0.0%
LI LI AUTO INC 0.1%
Value ($000) $299 Shares 8,507 Est. Cost $35.10 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $297 Shares 7,555 Est. Cost $39.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $292 Shares 108 Est. Cost $2599.14 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $291 Shares 1,692 Est. Cost $168.11 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $291 Shares 3,798 Est. Cost $72.88 Unrealized +6.3%
NOK NOKIA CORP 0.1%
Value ($000) $289 Shares 69,573 Est. Cost $4.61 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $288 Shares 1,193 Est. Cost $241.33 Unrealized
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $286 Shares 4,890 Est. Cost $44.61 Unrealized 0.0%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $286 Shares 17,886 Est. Cost $16.71 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $284 Shares 4,075 Est. Cost $69.70 Unrealized
BLACKROCK CAP ALLOCATION TR 0.1%
Value ($000) $284 Shares 16,804 Est. Cost $16.60 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $278 Shares 1,418 Est. Cost $209.20 Unrealized -3.6%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $278 Shares 27,852 Est. Cost $9.54 Unrealized -2.3%
ASML ASML HOLDING N V 0.1%
Value ($000) $275 Shares 379 Est. Cost $724.75 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $274 Shares 15,266 Est. Cost $14.66 Unrealized 0.0%
RIO RIO TINTO PLC 0.1%
Value ($000) $273 Shares 4,277 Est. Cost $63.84 Unrealized
URNM SPROTT FDS TR 0.1%
Value ($000) $271 Shares 8,065 Est. Cost $31.37 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $270 Shares 2,202 Est. Cost $125.17 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $270 Shares 9,872 Est. Cost $23.85 Unrealized +4.5%
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $269 Shares 1,601 Est. Cost $159.61 Unrealized +0.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $268 Shares 9,411 Est. Cost $28.49 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $267 Shares 1,011 Est. Cost $241.97 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $266 Shares 492 Est. Cost $465.29 Unrealized 0.0%
BAK BRASKEM S A 0.1%
Value ($000) $265 Shares 22,785 Est. Cost $8.90 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $263 Shares 5,513 Est. Cost $38.92 Unrealized +6.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $261 Shares 1,503 Est. Cost $167.74 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $258 Shares 5,269 Est. Cost $48.98 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $257 Shares 1,852 Est. Cost $139.65 Unrealized +1.8%
EOG EOG RES INC 0.0%
Value ($000) $256 Shares 2,240 Est. Cost $115.77 Unrealized -9.8%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $256 Shares 11,511 Est. Cost $22.41 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $255 Shares 561 Est. Cost $487.15 Unrealized -10.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $255 Shares 355 Est. Cost $766.75 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $255 Shares 3,065 Est. Cost $82.96 Unrealized
IXJ ISHARES INC 0.0%
Value ($000) $255 Shares 3,000 Est. Cost $84.99 Unrealized
IJH ISHARES INC 0.0%
Value ($000) $253 Shares 968 Est. Cost $261.48 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $252 Shares 2,274 Est. Cost $110.84 Unrealized
COTY COTY INC 0.0%
Value ($000) $246 Shares 20,049 Est. Cost $11.17 Unrealized +5.7%
ENFR ALPS ETF TR 0.0%
Value ($000) $233 Shares 10,670 Est. Cost $21.18 Unrealized
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $197 Shares 25,100 Est. Cost $7.96 Unrealized
PHYSICIANS RLTY TR 0.0%
Value ($000) $182 Shares 13,013 Est. Cost $14.87 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $174 Shares 15,909 Est. Cost $9.47 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $172 Shares 23,316 Est. Cost $8.28 Unrealized
VLRS CONTROLADORA VUELA COMP DE A 0.0%
Value ($000) $143 Shares 10,250 Est. Cost $13.95 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $137 Shares 17,842 Est. Cost $7.68 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $125 Shares 10,038 Est. Cost $12.46 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $122 Shares 20,321 Est. Cost $6.51 Unrealized 0.0%
GGB GERDAU SA 0.0%
Value ($000) $113 Shares 21,644 Est. Cost $5.22 Unrealized
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $108 Shares 23,200 Est. Cost $4.55 Unrealized
CEPU CENTRAL PUERTO S A 0.0%
Value ($000) $105 Shares 15,170 Est. Cost $6.93 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $101 Shares 12,053 Est. Cost $6.52 Unrealized 0.0%
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $89 Shares 16,294 Est. Cost $5.44 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $89 Shares 27,848 Est. Cost $3.18 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $88 Shares 23,639 Est. Cost $3.69 Unrealized
BSBR BANCO SANTANDER BRASIL S A 0.0%
Value ($000) $69 Shares 10,900 Est. Cost $6.36 Unrealized
HUDSON PAC PPTYS INC 0.0%
Value ($000) $62 Shares 14,635 Est. Cost $6.44 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $62 Shares 18,037 Est. Cost $3.29 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $33 Shares 10,300 Est. Cost $3.61 Unrealized 0.0%