Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $142,614 (100.0% shares, 0.0% debt)

Holdings (406)

VCIT VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF 8.7%
Value ($000) $12,456 Shares 157,616 Est. Cost $77.96 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 7.0%
Value ($000) $10,005 Shares 22,628 Est. Cost $321.25 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 7.0%
Value ($000) $9,940 Shares 26,906 Est. Cost $270.97 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 5.3%
Value ($000) $7,542 Shares 92,911 Est. Cost $87.21 Unrealized
PG PROCTER AND GAMBLE CO COM 4.4%
Value ($000) $6,327 Shares 41,694 Est. Cost $130.62 Unrealized +8.2%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 4.1%
Value ($000) $5,799 Shares 20,477 Est. Cost $222.93 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 3.5%
Value ($000) $4,961 Shares 131,621 Est. Cost $37.06 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 3.1%
Value ($000) $4,379 Shares 53,900 Est. Cost $82.68 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 3.0%
Value ($000) $4,222 Shares 84,073 Est. Cost $50.47 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 2.9%
Value ($000) $4,203 Shares 80,170 Est. Cost $53.27 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.3%
Value ($000) $3,294 Shares 16,559 Est. Cost $183.88 Unrealized
VDE VANGUARD ENERGY INDEX FUND 2.0%
Value ($000) $2,798 Shares 24,785 Est. Cost $120.93 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 2.0%
Value ($000) $2,798 Shares 45,908 Est. Cost $55.71 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 1.9%
Value ($000) $2,716 Shares 27,727 Est. Cost $96.99 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.8%
Value ($000) $2,638 Shares 10,776 Est. Cost $247.85 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.6%
Value ($000) $2,294 Shares 13,869 Est. Cost $158.80 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $2,266 Shares 11,683 Est. Cost $140.70 Unrealized +22.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.5%
Value ($000) $2,206 Shares 12,988 Est. Cost $129.16 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.5%
Value ($000) $2,180 Shares 9,901 Est. Cost $204.57 Unrealized
IYG ISHARES TRUST DOW JONES UNITED STATES FINANCIAL 1.4%
Value ($000) $1,947 Shares 12,325 Est. Cost $156.86 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,629 Shares 4,782 Est. Cost $234.05 Unrealized +31.3%
MCD MCDONALD S CORP 1.1%
Value ($000) $1,516 Shares 5,080 Est. Cost $245.25 Unrealized +11.4%
IWP ISHARES TR RUS MD CP GR ETF 0.9%
Value ($000) $1,251 Shares 12,942 Est. Cost $83.60 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND 0.9%
Value ($000) $1,222 Shares 7,812 Est. Cost $133.17 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.8%
Value ($000) $1,197 Shares 35,497 Est. Cost $34.15 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.8%
Value ($000) $1,137 Shares 5,140 Est. Cost $184.11 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.8%
Value ($000) $1,131 Shares 21,953 Est. Cost $53.88 Unrealized
ONEV SPDR SER TR RUSSELL LOW VOL 0.7%
Value ($000) $1,042 Shares 9,598 Est. Cost $104.31 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $987 Shares 9,246 Est. Cost $106.66 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.7%
Value ($000) $947 Shares 3,702 Est. Cost $260.93 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.7%
Value ($000) $945 Shares 36,297 Est. Cost $23.47 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.6%
Value ($000) $918 Shares 4,169 Est. Cost $193.13 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.6%
Value ($000) $844 Shares 5,099 Est. Cost $157.06 Unrealized -5.2%
PAVE GLOBAL X FDS US INFR DEV ETF 0.6%
Value ($000) $829 Shares 26,370 Est. Cost $26.49 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.6%
Value ($000) $792 Shares 4,556 Est. Cost $151.48 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $742 Shares 5,680 Est. Cost $94.52 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.5%
Value ($000) $735 Shares 7,379 Est. Cost $95.97 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $729 Shares 6,798 Est. Cost $96.28 Unrealized +3.5%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $670 Shares 1,646 Est. Cost $351.30 Unrealized
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.5%
Value ($000) $664 Shares 21,538 Est. Cost $30.90 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $638 Shares 3,102 Est. Cost $179.76 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $633 Shares 6,472 Est. Cost $84.80 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $611 Shares 4,988 Est. Cost $125.11 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $599 Shares 7,173 Est. Cost $82.48 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value ($000) $586 Shares 2,850 Est. Cost $182.67 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $583 Shares 26,294 Est. Cost $23.84 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.4%
Value ($000) $579 Shares 7,050 Est. Cost $118.85 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.4%
Value ($000) $575 Shares 3,775 Est. Cost $195.12 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $559 Shares 4,037 Est. Cost $135.23 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.4%
Value ($000) $525 Shares 5,718 Est. Cost $131.05 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.4%
Value ($000) $520 Shares 2,418 Est. Cost $228.84 Unrealized -10.6%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.4%
Value ($000) $504 Shares 8,611 Est. Cost $52.85 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $452 Shares 1,967 Est. Cost $200.88 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.3%
Value ($000) $447 Shares 2,454 Est. Cost $170.22 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $428 Shares 5,984 Est. Cost $52.69 Unrealized +13.2%
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.3%
Value ($000) $426 Shares 12,668 Est. Cost $30.84 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.3%
Value ($000) $414 Shares 1,833 Est. Cost $188.18 Unrealized +5.1%
MBB ISHARES TR MBS ETF 0.3%
Value ($000) $397 Shares 4,261 Est. Cost $92.74 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $397 Shares 2,727 Est. Cost $117.65 Unrealized +10.2%
IYF ISHARES TRUST DJ US FINANCIAL 0.3%
Value ($000) $359 Shares 4,812 Est. Cost $75.46 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.2%
Value ($000) $355 Shares 9,429 Est. Cost $40.27 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $341 Shares 3,216 Est. Cost $108.02 Unrealized
XHB SPDR SER TR S&P HOMEBUILD 0.2%
Value ($000) $319 Shares 3,974 Est. Cost $60.31 Unrealized
MRK MERCK &CO. INC COM 0.2%
Value ($000) $319 Shares 2,765 Est. Cost $92.80 Unrealized +12.6%
VPU VANGUARD UTILITIES ETF 0.2%
Value ($000) $316 Shares 2,224 Est. Cost $153.37 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.2%
Value ($000) $316 Shares 1,100 Est. Cost $116.61 Unrealized +110.1%
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.2%
Value ($000) $310 Shares 3,262 Est. Cost $91.61 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.2%
Value ($000) $307 Shares 10,965 Est. Cost $27.96 Unrealized
INTC INTEL CORP COM USD0.001 0.2%
Value ($000) $298 Shares 8,926 Est. Cost $26.65 Unrealized +15.3%
AMZN AMAZON.COM INC 0.2%
Value ($000) $293 Shares 2,246 Est. Cost $98.78 Unrealized +15.6%
LLY ELI LILLY AND CO 0.2%
Value ($000) $278 Shares 593 Est. Cost $345.79 Unrealized +19.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $271 Shares 3,033 Est. Cost $93.45 Unrealized -1.0%
JETS ETF SER SOLUTIONS US GLB JETS 0.2%
Value ($000) $270 Shares 12,624 Est. Cost $18.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $268 Shares 6,583 Est. Cost $39.03 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $239 Shares 6,527 Est. Cost $40.07 Unrealized -17.1%
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.2%
Value ($000) $237 Shares 5,000 Est. Cost $46.71 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.2%
Value ($000) $236 Shares 5,019 Est. Cost $47.94 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $232 Shares 821 Est. Cost $213.11 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.2%
Value ($000) $232 Shares 3,057 Est. Cost $57.61 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $226 Shares 1,895 Est. Cost $73.20 Unrealized +37.2%
WMT WALMART INC COM 0.2%
Value ($000) $224 Shares 1,426 Est. Cost $45.66 Unrealized +7.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.2%
Value ($000) $221 Shares 3,946 Est. Cost $51.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $218 Shares 640 Est. Cost $296.98 Unrealized +9.9%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.1%
Value ($000) $209 Shares 2,876 Est. Cost $71.84 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $205 Shares 1,141 Est. Cost $151.91 Unrealized +4.7%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $204 Shares 4,148 Est. Cost $47.69 Unrealized
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $203 Shares 2,134 Est. Cost $93.72 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.1%
Value ($000) $202 Shares 860 Est. Cost $172.06 Unrealized
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $197 Shares 793 Est. Cost $155.01 Unrealized +39.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $195 Shares 3,765 Est. Cost $41.47 Unrealized +9.8%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $192 Shares 1,353 Est. Cost $140.11 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $188 Shares 1,756 Est. Cost $98.18 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $188 Shares 1,582 Est. Cost $108.85 Unrealized -0.5%
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $179 Shares 22,394 Est. Cost $6.98 Unrealized +5.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $179 Shares 2,459 Est. Cost $73.97 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $174 Shares 362 Est. Cost $500.41 Unrealized -7.1%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $173 Shares 410 Est. Cost $14.65 Unrealized +126.5%
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $170 Shares 492 Est. Cost $285.70 Unrealized +11.6%
PEP PEPSICO INC 0.1%
Value ($000) $167 Shares 900 Est. Cost $160.87 Unrealized +6.0%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $166 Shares 361 Est. Cost $426.55 Unrealized +1.2%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $162 Shares 909 Est. Cost $169.64 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $155 Shares 449 Est. Cost $255.91 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $148 Shares 2,397 Est. Cost $55.43 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $143 Shares 591 Est. Cost $214.39 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $142 Shares 1,447 Est. Cost $87.65 Unrealized +5.3%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $142 Shares 1,059 Est. Cost $123.03 Unrealized -4.0%
IHAK ISHARES TR CYBERSECURITY 0.1%
Value ($000) $135 Shares 3,569 Est. Cost $34.27 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $133 Shares 1,156 Est. Cost $108.06 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $131 Shares 836 Est. Cost $153.23 Unrealized -6.5%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $129 Shares 291 Est. Cost $382.20 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $117 Shares 376 Est. Cost $281.19 Unrealized -1.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $116 Shares 960 Est. Cost $94.73 Unrealized +21.3%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $116 Shares 260 Est. Cost $397.42 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $114 Shares 463 Est. Cost $206.59 Unrealized +3.5%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $113 Shares 653 Est. Cost $169.33 Unrealized -0.9%
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.1%
Value ($000) $112 Shares 1,723 Est. Cost $61.07 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $111 Shares 1,514 Est. Cost $67.45 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $105 Shares 1,225 Est. Cost $60.59 Unrealized
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.1%
Value ($000) $98 Shares 8,752 Est. Cost $8.60 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $98 Shares 2,134 Est. Cost $45.89 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.1%
Value ($000) $95 Shares 404 Est. Cost $219.17 Unrealized +1.6%
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $95 Shares 2,793 Est. Cost $35.80 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $94 Shares 872 Est. Cost $105.43 Unrealized
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $89 Shares 3,332 Est. Cost $25.41 Unrealized
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $86 Shares 440 Est. Cost $191.71 Unrealized
A AGILENT TECHNOLOGIES INC COM USD0.01 0.1%
Value ($000) $84 Shares 703 Est. Cost $139.69 Unrealized -10.5%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $81 Shares 1,777 Est. Cost $38.72 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.1%
Value ($000) $80 Shares 1,039 Est. Cost $74.20 Unrealized
CRNC CERENCE INC COM 0.1%
Value ($000) $79 Shares 2,708 Est. Cost $17.13 Unrealized +60.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.1%
Value ($000) $77 Shares 459 Est. Cost $170.48 Unrealized -9.0%
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $77 Shares 440 Est. Cost $142.37 Unrealized +9.7%
AVGO BROADCOM INC COM 0.1%
Value ($000) $71 Shares 82 Est. Cost $47.61 Unrealized +44.4%
KO COCA-COLA CO 0.0%
Value ($000) $70 Shares 1,160 Est. Cost $54.92 Unrealized +4.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $70 Shares 828 Est. Cost $80.91 Unrealized -1.2%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $69 Shares 910 Est. Cost $52.11 Unrealized +30.5%
ETF MANAGERS TR PRIME CYBR SCRTY 0.0%
Value ($000) $66 Shares 1,297 Est. Cost $44.05 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $64 Shares 1,170 Est. Cost $53.30 Unrealized
FNDC SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $62 Shares 1,882 Est. Cost $31.26 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $62 Shares 422 Est. Cost $133.49 Unrealized +3.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $61 Shares 1,646 Est. Cost $30.79 Unrealized +1.3%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $59 Shares 936 Est. Cost $58.67 Unrealized
XTL SPDR SER TR S&P TELECOM 0.0%
Value ($000) $59 Shares 760 Est. Cost $81.57 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $59 Shares 338 Est. Cost $153.18 Unrealized +3.6%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $57 Shares 480 Est. Cost $94.32 Unrealized +21.1%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $57 Shares 1,234 Est. Cost $41.96 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $55 Shares 1,046 Est. Cost $47.52 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $52 Shares 737 Est. Cost $65.59 Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND 0.0%
Value ($000) $52 Shares 555 Est. Cost $129.11 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $51 Shares 228 Est. Cost $242.73 Unrealized -12.0%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $50 Shares 183 Est. Cost $214.24 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $48 Shares 669 Est. Cost $74.39 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $45 Shares 673 Est. Cost $79.85 Unrealized -14.8%
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.0%
Value ($000) $44 Shares 553 Est. Cost $75.24 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $44 Shares 2,318 Est. Cost $17.05 Unrealized +12.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $43 Shares 1,640 Est. Cost $24.20 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $42 Shares 375 Est. Cost $120.60 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $42 Shares 384 Est. Cost $48.38 Unrealized +65.0%
TOTAL ENERGIES SE 0.0%
Value ($000) $41 Shares 718 Est. Cost $62.08 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $40 Shares 82 Est. Cost $319.83 Unrealized +26.0%
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value ($000) $39 Shares 246 Est. Cost $120.37 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.0%
Value ($000) $38 Shares 258 Est. Cost $132.97 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $38 Shares 1,329 Est. Cost $22.49 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $37 Shares 738 Est. Cost $36.09 Unrealized +22.4%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $36 Shares 250 Est. Cost $93.28 Unrealized +31.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $36 Shares 604 Est. Cost $64.70 Unrealized -11.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $35 Shares 1,246 Est. Cost $37.36 Unrealized
BUG GLOBAL X FDS CYBRSCURTY ETF 0.0%
Value ($000) $35 Shares 1,459 Est. Cost $23.45 Unrealized
V VISA INC 0.0%
Value ($000) $35 Shares 148 Est. Cost $196.98 Unrealized +13.9%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $35 Shares 471 Est. Cost $72.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $35 Shares 461 Est. Cost $75.92 Unrealized
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value ($000) $35 Shares 426 Est. Cost $78.66 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $35 Shares 867 Est. Cost $48.65 Unrealized -15.0%
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $34 Shares 220 Est. Cost $112.24 Unrealized
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $34 Shares 408 Est. Cost $67.21 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $34 Shares 568 Est. Cost $57.93 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES 0.0%
Value ($000) $34 Shares 1,558 Est. Cost $21.05 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $33 Shares 286 Est. Cost $93.78 Unrealized +0.7%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $33 Shares 1,116 Est. Cost $25.46 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $33 Shares 401 Est. Cost $76.02 Unrealized +4.4%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $32 Shares 2,179 Est. Cost $13.19 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $32 Shares 875 Est. Cost $34.59 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $32 Shares 437 Est. Cost $65.78 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $30 Shares 538 Est. Cost $53.02 Unrealized
T AT&T INC COM USD1 0.0%
Value ($000) $30 Shares 1,868 Est. Cost $15.10 Unrealized -2.1%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $29 Shares 713 Est. Cost $43.85 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $29 Shares 88 Est. Cost $291.87 Unrealized +1.6%
PJP INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS 0.0%
Value ($000) $28 Shares 377 Est. Cost $78.54 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $27 Shares 50 Est. Cost $468.77 Unrealized +3.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $27 Shares 1,766 Est. Cost $10.07 Unrealized +6.1%
TSLA TESLA INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $189.34 Unrealized +5.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $26 Shares 2,056 Est. Cost $11.91 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $25 Shares 348 Est. Cost $58.01 Unrealized +18.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $25 Shares 590 Est. Cost $40.83 Unrealized -7.8%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $25 Shares 100 Est. Cost $212.11 Unrealized +14.8%
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $25 Shares 484 Est. Cost $51.41 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $25 Shares 291 Est. Cost $78.47 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $24 Shares 55 Est. Cost $28.05 Unrealized +31.3%
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $24 Shares 451 Est. Cost $48.07 Unrealized +2.0%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $24 Shares 374 Est. Cost $61.96 Unrealized
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $24 Shares 105 Est. Cost $340.00 Unrealized -25.9%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $23 Shares 459 Est. Cost $50.34 Unrealized
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $23 Shares 211 Est. Cost $95.30 Unrealized +16.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $23 Shares 58 Est. Cost $323.40 Unrealized +14.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $22 Shares 125 Est. Cost $148.03 Unrealized +4.4%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $22 Shares 200 Est. Cost $97.46 Unrealized -1.1%
MDB MONGODB INC CL A 0.0%
Value ($000) $22 Shares 53 Est. Cost $177.99 Unrealized +63.9%
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $22 Shares 1,120 Est. Cost $19.89 Unrealized -5.4%
BLACKROCK INC COM USD0.01 0.0%
Value ($000) $22 Shares 31 Est. Cost $701.39 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $21 Shares 428 Est. Cost $49.16 Unrealized
MMM 3M CO 0.0%
Value ($000) $21 Shares 213 Est. Cost $90.68 Unrealized -14.5%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 647 Est. Cost $32.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 106 Est. Cost $211.01 Unrealized -14.3%
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $20 Shares 575 Est. Cost $34.36 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $20 Shares 1,189 Est. Cost $15.17 Unrealized -2.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $20 Shares 1,193 Est. Cost $13.48 Unrealized +5.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $20 Shares 1,990 Est. Cost $8.75 Unrealized -3.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $20 Shares 525 Est. Cost $38.97 Unrealized
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value ($000) $19 Shares 258 Est. Cost $74.27 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $19 Shares 464 Est. Cost $30.06 Unrealized +21.9%
SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 0.0%
Value ($000) $19 Shares 119 Est. Cost $80.65 Unrealized +79.7%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $19 Shares 93 Est. Cost $149.55 Unrealized +13.1%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $19 Shares 663 Est. Cost $31.71 Unrealized -16.1%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $19 Shares 378 Est. Cost $47.04 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $19 Shares 82 Est. Cost $172.18 Unrealized +19.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $18 Shares 225 Est. Cost $74.80 Unrealized +6.2%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $18 Shares 262 Est. Cost $77.60 Unrealized -17.1%
HPQ HP INC COM 0.0%
Value ($000) $18 Shares 589 Est. Cost $24.57 Unrealized +10.4%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.0%
Value ($000) $18 Shares 118 Est. Cost $154.13 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $18 Shares 398 Est. Cost $35.07 Unrealized +4.3%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $18 Shares 106 Est. Cost $233.12 Unrealized -19.7%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $17 Shares 192 Est. Cost $84.81 Unrealized +0.4%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $17 Shares 352 Est. Cost $47.47 Unrealized
BA BOEING CO 0.0%
Value ($000) $17 Shares 80 Est. Cost $163.57 Unrealized +27.0%
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $17 Shares 52 Est. Cost $316.26 Unrealized -8.6%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $17 Shares 429 Est. Cost $38.84 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $17 Shares 404 Est. Cost $38.26 Unrealized -11.1%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $16 Shares 330 Est. Cost $45.88 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $16 Shares 309 Est. Cost $50.47 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $15 Shares 105 Est. Cost $135.86 Unrealized -10.1%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.0%
Value ($000) $15 Shares 93 Est. Cost $152.17 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $15 Shares 415 Est. Cost $33.54 Unrealized -12.0%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $15 Shares 149 Est. Cost $81.34 Unrealized +3.9%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $14 Shares 248 Est. Cost $65.10 Unrealized -21.3%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $14 Shares 103 Est. Cost $137.22 Unrealized -2.6%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $14 Shares 78 Est. Cost $152.57 Unrealized +6.5%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $14 Shares 250 Est. Cost $65.44 Unrealized -21.3%
WCLD WISDOMTREE TR CLOUD COMPUTNG 0.0%
Value ($000) $14 Shares 429 Est. Cost $25.08 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 103 Est. Cost $137.98 Unrealized -2.2%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $14 Shares 342 Est. Cost $37.95 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 125 Est. Cost $109.40 Unrealized -13.6%
ZTS ZOETIS INC 0.0%
Value ($000) $13 Shares 74 Est. Cost $143.20 Unrealized +17.4%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $13 Shares 104 Est. Cost $109.97 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $13 Shares 262 Est. Cost $35.80 Unrealized +21.7%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $13 Shares 200 Est. Cost $62.33 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $186.71 Unrealized -4.6%
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $12 Shares 599 Est. Cost $19.05 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $80.41 Unrealized +31.8%
REMX VANECK ETF TRUST RARE EARTH/STRTG 0.0%
Value ($000) $11 Shares 136 Est. Cost $76.18 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $11 Shares 115 Est. Cost $86.11 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $11 Shares 158 Est. Cost $59.62 Unrealized +9.5%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $11 Shares 248 Est. Cost $31.24 Unrealized
PIONEER NATURAL RESOURCES CO COM USD0.01 0.0%
Value ($000) $11 Shares 53 Est. Cost $227.38 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $15.06 Unrealized +1.7%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 264 Est. Cost $40.91 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.30 Unrealized +20.6%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $11 Shares 587 Est. Cost $19.84 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 203 Est. Cost $40.59 Unrealized +11.5%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $11 Shares 103 Est. Cost $82.67 Unrealized +17.4%
PINE ALPINE INCOME PPTY TR INC COM 0.0%
Value ($000) $11 Shares 659 Est. Cost $19.00 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.73 Unrealized +11.6%
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value ($000) $10 Shares 20 Est. Cost $352.10 Unrealized
IZRL ARK ETF TR ISRAEL INOVATE 0.0%
Value ($000) $10 Shares 537 Est. Cost $17.51 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.96 Unrealized +1.4%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $10 Shares 160 Est. Cost $58.12 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $10 Shares 67 Est. Cost $136.88 Unrealized +1.8%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.12 Unrealized +7.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $10 Shares 698 Est. Cost $11.82 Unrealized
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $10 Shares 263 Est. Cost $31.84 Unrealized +0.7%
EBAY EBAY INC. COM 0.0%
Value ($000) $10 Shares 215 Est. Cost $38.98 Unrealized +8.4%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $10 Shares 129 Est. Cost $73.82 Unrealized -5.2%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $10 Shares 195 Est. Cost $46.08 Unrealized -3.4%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $10 Shares 75 Est. Cost $131.29 Unrealized
BROOKFIELD RENEWABLE CORP CLASS A SUBORDINATE VOTING SHARES ISIN #CA11284V1058 SEDOL #BMXWR83 0.0%
Value ($000) $9 Shares 299 Est. Cost $27.58 Unrealized
HP HELMERICH &PAYNE INC COM USD0.10 0.0%
Value ($000) $9 Shares 260 Est. Cost $47.56 Unrealized -28.3%
AMEDISYS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.54 Unrealized
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $9 Shares 104 Est. Cost $74.83 Unrealized +10.6%
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $9 Shares 284 Est. Cost $30.72 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 428 Est. Cost $20.09 Unrealized -12.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $9 Shares 115 Est. Cost $74.41 Unrealized
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $8 Shares 50 Est. Cost $159.11 Unrealized -4.9%
KELLOGG COMPANY COM USD0.25 0.0%
Value ($000) $8 Shares 125 Est. Cost $60.91 Unrealized -4.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $8 Shares 126 Est. Cost $65.23 Unrealized -9.6%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $8 Shares 79 Est. Cost $87.55 Unrealized +11.1%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $8 Shares 384 Est. Cost $18.63 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 20 Est. Cost $351.41 Unrealized -2.9%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $298.87 Unrealized -17.0%
PTC PTC INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $119.63 Unrealized +10.7%
VMWARE INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $122.75 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $7 Shares 787 Est. Cost $11.85 Unrealized -25.1%
LUCID GROUP INC COM 0.0%
Value ($000) $7 Shares 982 Est. Cost $7.92 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $7 Shares 48 Est. Cost $138.81 Unrealized -2.3%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $47.89 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $6 Shares 97 Est. Cost $61.70 Unrealized +1.3%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.84 Unrealized
CRD/A CRAWFORD & CO 0.0%
Value ($000) $6 Shares 571 Est. Cost $5.56 Unrealized +61.5%
FISV FISERV INC COM STK USD0.01 0.0%
Value ($000) $6 Shares 50 Est. Cost $99.59 Unrealized +18.2%
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $6 Shares 206 Est. Cost $31.47 Unrealized
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $6 Shares 254 Est. Cost $24.52 Unrealized
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $6 Shares 603 Est. Cost $7.18 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 65 Est. Cost $91.37 Unrealized -3.1%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 30 Est. Cost $178.69 Unrealized -1.7%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $6 Shares 112 Est. Cost $37.09 Unrealized +18.3%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $6 Shares 186 Est. Cost $30.00 Unrealized -3.1%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 60 Est. Cost $88.05 Unrealized -5.1%
IGE ISHARES TR NORTH AMERN NAT 0.0%
Value ($000) $6 Shares 147 Est. Cost $40.65 Unrealized
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $6 Shares 81 Est. Cost $62.50 Unrealized +1.2%
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $6 Shares 266 Est. Cost $21.97 Unrealized -13.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 440 Est. Cost $11.29 Unrealized +14.9%
KR KROGER CO COM USD1.00 0.0%
Value ($000) $5 Shares 115 Est. Cost $42.86 Unrealized +5.0%
ARCONIC CORPORATION COM 0.0%
Value ($000) $5 Shares 182 Est. Cost $21.16 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $5 Shares 126 Est. Cost $40.82 Unrealized +3.8%
ALK ALASKA AIR GROUP INC COM USD0.01 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.06 Unrealized +3.2%
SPLUNK INC COM USD0.001 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.10 Unrealized
NVT NVENT ELECTRIC PLC COM USD0.01 0.0%
Value ($000) $5 Shares 102 Est. Cost $35.48 Unrealized +21.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $86.42 Unrealized -15.0%
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.18 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $100.98 Unrealized -0.9%
SNSR GLOBAL X FDS INTERNET OF THNG 0.0%
Value ($000) $5 Shares 143 Est. Cost $28.91 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 107 Est. Cost $40.56 Unrealized +5.4%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $215.37 Unrealized +13.8%
INDA ISHARES TRUST ISHARES MSCI INDIA ETF USD 0.0%
Value ($000) $5 Shares 107 Est. Cost $41.57 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $5 Shares 258 Est. Cost $16.40 Unrealized
IVOL KRANESHARES TR QUADRTC INT RT 0.0%
Value ($000) $4 Shares 218 Est. Cost $22.61 Unrealized
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $4 Shares 413 Est. Cost $10.05 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.33 Unrealized +2.2%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 128 Est. Cost $41.94 Unrealized -16.2%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $4 Shares 101 Est. Cost $40.82 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $3 Shares 87 Est. Cost $35.76 Unrealized -6.0%
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $3 Shares 600 Est. Cost $4.44 Unrealized +9.1%
ARISTA NETWORKS INC COM USD0.0001 0.0%
Value ($000) $3 Shares 20 Est. Cost $121.35 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +8.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $246.91 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.00 Unrealized +15.8%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $3 Shares 62 Est. Cost $39.25 Unrealized +1.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $241.04 Unrealized +15.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $38.88 Unrealized +9.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 196 Est. Cost $10.06 Unrealized +34.5%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $3 Shares 137 Est. Cost $18.81 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $70.16 Unrealized +14.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $61.14 Unrealized -7.4%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $44.53 Unrealized +2.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $54.26 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.48 Unrealized -40.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 Shares 34 Est. Cost $56.91 Unrealized +3.7%
FANG DIAMONDBACK ENERGY INC COM USD0.01 0.0%
Value ($000) $2 Shares 16 Est. Cost $127.99 Unrealized -5.5%
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.0%
Value ($000) $2 Shares 30 Est. Cost $34.15 Unrealized +65.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $48.68 Unrealized +8.8%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $19.32 Unrealized +19.0%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $2 Shares 400 Est. Cost $1.30 Unrealized +102.5%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.68 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 48 Est. Cost $34.99 Unrealized
ENPH ENPHASE ENERGY INC COM USD0.00001 0.0%
Value ($000) $2 Shares 10 Est. Cost $290.95 Unrealized -38.6%
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $2 Shares 220 Est. Cost $9.12 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $13.93 Unrealized -8.8%
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.49 Unrealized +73.9%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 125 Est. Cost $9.86 Unrealized +1.8%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $93.96 Unrealized +4.2%
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized +60.8%
BLACKROCK SCIENCE &TECHNOLOGY SHS 0.0%
Value ($000) $1 Shares 41 Est. Cost $28.81 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $1 Shares 4 Est. Cost $321.54 Unrealized -4.2%
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.10 Unrealized +33.0%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.0%
Value ($000) $1 Shares 11 Est. Cost $106.44 Unrealized +3.3%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $24.33 Unrealized -6.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized -17.6%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.02 Unrealized
EWG ISHARES INC MSCI GERMANY ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $24.56 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $159.19 Unrealized +0.6%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $120.06 Unrealized -20.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.47 Unrealized +20.6%
ASAN ASANA INC CL A 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.14 Unrealized +10.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.58 Unrealized +49.9%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.24 Unrealized +11.3%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.51 Unrealized +3.3%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $17.46 Unrealized
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +25.4%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 162 Est. Cost $4.63 Unrealized
LVS LAS VEGAS SANDS CORP COM USD0.001 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.52 Unrealized +39.4%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.62 Unrealized -9.1%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.25 Unrealized 0.0%
BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.00 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.69 Unrealized -30.3%
AME AMETEK INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.81 Unrealized +10.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $163.51 Unrealized -18.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $75.96 Unrealized -12.0%
FTCHQ FARFETCH LTD COM USD0.04 CLASS A 0.0%
Value ($000) $0 Shares 70 Est. Cost $6.97 Unrealized -30.9%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.53 Unrealized -5.3%
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized +6.2%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.62 Unrealized +3.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.85 Unrealized +4.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.67 Unrealized
FVRR FIVERR INTERNATIONAL LTD COM NPV 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.41 Unrealized -4.1%
GLOBALSTAR INC COM USD0.0001 0.0%
Value ($000) $0 Shares 114 Est. Cost $1.33 Unrealized
REAL THE REALREAL INC COM 0.0%
Value ($000) $0 Shares 55 Est. Cost $1.44 Unrealized -4.8%
SNDL SNDL INC COM ISIN #CA83307B1013 0.0%
Value ($000) $0 Shares 72 Est. Cost $2.38 Unrealized -36.2%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.73 Unrealized -2.5%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -4.8%