Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 24, 2024

Total Value ($000): $157,443 (100.0% shares, 0.0% debt)

Holdings (361)

VCIT VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF 9.7%
Value ($000) $15,226 Shares 187,326 Est. Cost $77.72 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 7.1%
Value ($000) $11,238 Shares 27,442 Est. Cost $272.40 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 4.9%
Value ($000) $7,706 Shares 15,922 Est. Cost $321.25 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 4.6%
Value ($000) $7,299 Shares 87,060 Est. Cost $87.21 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 3.9%
Value ($000) $6,161 Shares 20,230 Est. Cost $222.93 Unrealized
PG PROCTER AND GAMBLE CO COM 3.9%
Value ($000) $6,085 Shares 41,528 Est. Cost $130.62 Unrealized +7.6%
AGG ISHARES CORE US AGGREGATE BOND ETF 3.7%
Value ($000) $5,888 Shares 59,322 Est. Cost $98.19 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 3.2%
Value ($000) $5,020 Shares 54,406 Est. Cost $82.66 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 2.8%
Value ($000) $4,388 Shares 22,799 Est. Cost $173.71 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 2.7%
Value ($000) $4,257 Shares 83,385 Est. Cost $50.47 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.4%
Value ($000) $3,735 Shares 17,509 Est. Cost $185.25 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 1.8%
Value ($000) $2,795 Shares 74,329 Est. Cost $35.40 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 1.7%
Value ($000) $2,752 Shares 42,693 Est. Cost $55.71 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 1.7%
Value ($000) $2,620 Shares 19,213 Est. Cost $135.09 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.6%
Value ($000) $2,550 Shares 10,960 Est. Cost $209.16 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 1.6%
Value ($000) $2,543 Shares 10,145 Est. Cost $247.85 Unrealized
VDE VANGUARD ENERGY INDEX FUND 1.6%
Value ($000) $2,468 Shares 21,046 Est. Cost $120.93 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.6%
Value ($000) $2,444 Shares 13,577 Est. Cost $158.80 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.4%
Value ($000) $2,267 Shares 12,679 Est. Cost $129.53 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,254 Shares 11,706 Est. Cost $140.70 Unrealized +29.9%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.3%
Value ($000) $2,085 Shares 39,952 Est. Cost $53.27 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,759 Shares 4,677 Est. Cost $234.05 Unrealized +49.7%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 1.1%
Value ($000) $1,729 Shares 17,778 Est. Cost $91.12 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 1.0%
Value ($000) $1,579 Shares 9,009 Est. Cost $169.67 Unrealized
MCD MCDONALD S CORP 1.0%
Value ($000) $1,516 Shares 5,112 Est. Cost $245.25 Unrealized +5.5%
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.9%
Value ($000) $1,440 Shares 46,190 Est. Cost $29.81 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.9%
Value ($000) $1,370 Shares 34,190 Est. Cost $37.06 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.8%
Value ($000) $1,321 Shares 12,648 Est. Cost $83.60 Unrealized
ONEV SPDR SER TR RUSSELL LOW VOL 0.8%
Value ($000) $1,310 Shares 11,452 Est. Cost $104.81 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND 0.8%
Value ($000) $1,291 Shares 7,623 Est. Cost $133.17 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.8%
Value ($000) $1,204 Shares 48,800 Est. Cost $23.74 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.7%
Value ($000) $1,148 Shares 33,305 Est. Cost $28.14 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.7%
Value ($000) $1,051 Shares 4,673 Est. Cost $184.11 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.7%
Value ($000) $1,041 Shares 5,984 Est. Cost $52.69 Unrealized +107.2%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.6%
Value ($000) $994 Shares 4,189 Est. Cost $193.13 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.6%
Value ($000) $980 Shares 19,221 Est. Cost $53.88 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.6%
Value ($000) $978 Shares 5,595 Est. Cost $184.04 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.6%
Value ($000) $974 Shares 3,711 Est. Cost $260.93 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $949 Shares 8,753 Est. Cost $106.66 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $818 Shares 5,691 Est. Cost $94.52 Unrealized
IYG ISHARES TRUST DOW JONES UNITED STATES FINANCIAL 0.5%
Value ($000) $810 Shares 4,520 Est. Cost $156.86 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.5%
Value ($000) $803 Shares 5,124 Est. Cost $157.06 Unrealized -8.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $782 Shares 1,790 Est. Cost $358.17 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.5%
Value ($000) $742 Shares 6,852 Est. Cost $95.97 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $682 Shares 6,821 Est. Cost $96.28 Unrealized +1.4%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $670 Shares 3,053 Est. Cost $179.76 Unrealized
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.4%
Value ($000) $660 Shares 20,526 Est. Cost $30.90 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.4%
Value ($000) $628 Shares 2,418 Est. Cost $228.84 Unrealized +2.4%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $628 Shares 5,966 Est. Cost $84.80 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $615 Shares 26,701 Est. Cost $23.84 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.4%
Value ($000) $603 Shares 2,737 Est. Cost $182.67 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $601 Shares 4,808 Est. Cost $125.11 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $580 Shares 3,999 Est. Cost $135.23 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.4%
Value ($000) $568 Shares 5,727 Est. Cost $131.05 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.4%
Value ($000) $559 Shares 6,321 Est. Cost $118.85 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $496 Shares 5,618 Est. Cost $82.48 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.3%
Value ($000) $496 Shares 8,660 Est. Cost $52.85 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $467 Shares 2,747 Est. Cost $117.65 Unrealized +23.2%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $459 Shares 1,897 Est. Cost $200.88 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.3%
Value ($000) $455 Shares 12,702 Est. Cost $30.84 Unrealized
INTC INTEL CORP COM USD0.001 0.3%
Value ($000) $443 Shares 8,811 Est. Cost $26.65 Unrealized +50.2%
VAW VANGUARD MATERIALS INDEX FUND 0.3%
Value ($000) $416 Shares 2,190 Est. Cost $170.22 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.3%
Value ($000) $413 Shares 9,529 Est. Cost $40.27 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.3%
Value ($000) $412 Shares 3,996 Est. Cost $92.95 Unrealized
MBB ISHARES TR MBS ETF 0.3%
Value ($000) $409 Shares 4,352 Est. Cost $92.76 Unrealized
IYF ISHARES TRUST DJ US FINANCIAL 0.3%
Value ($000) $408 Shares 4,777 Est. Cost $75.46 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.3%
Value ($000) $408 Shares 1,833 Est. Cost $188.18 Unrealized +3.5%
META META PLATFORMS INC CLASS A COMMON STOCK 0.2%
Value ($000) $389 Shares 1,100 Est. Cost $116.61 Unrealized +177.3%
XHB SPDR SER TR S&P HOMEBUILD 0.2%
Value ($000) $381 Shares 3,979 Est. Cost $60.31 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $380 Shares 7,803 Est. Cost $44.36 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $352 Shares 3,151 Est. Cost $108.02 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY 0.2%
Value ($000) $332 Shares 3,740 Est. Cost $83.31 Unrealized
LLY ELI LILLY &CO COM 0.2%
Value ($000) $293 Shares 503 Est. Cost $345.79 Unrealized +66.3%
AMZN AMAZON.COM INC 0.2%
Value ($000) $293 Shares 1,926 Est. Cost $98.78 Unrealized +41.9%
MRK MERCK &CO. INC COM 0.2%
Value ($000) $292 Shares 2,678 Est. Cost $92.80 Unrealized +4.3%
VPU VANGUARD UTILITIES INDEX FUND 0.2%
Value ($000) $277 Shares 2,018 Est. Cost $153.37 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $271 Shares 3,006 Est. Cost $93.45 Unrealized -7.8%
FNCL FIDELITY MSCI FINLS INDEX ETF 0.2%
Value ($000) $271 Shares 5,063 Est. Cost $47.94 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.2%
Value ($000) $267 Shares 3,040 Est. Cost $57.61 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $255 Shares 822 Est. Cost $213.11 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $255 Shares 6,213 Est. Cost $39.03 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $254 Shares 514 Est. Cost $20.74 Unrealized +123.3%
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $233 Shares 12,266 Est. Cost $18.20 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $231 Shares 1,595 Est. Cost $108.85 Unrealized +8.7%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $228 Shares 640 Est. Cost $296.98 Unrealized +18.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.1%
Value ($000) $227 Shares 3,925 Est. Cost $51.72 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $223 Shares 1,412 Est. Cost $45.66 Unrealized +13.1%
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.1%
Value ($000) $218 Shares 4,583 Est. Cost $46.73 Unrealized
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $216 Shares 2,147 Est. Cost $93.72 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.1%
Value ($000) $213 Shares 822 Est. Cost $172.06 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $213 Shares 4,203 Est. Cost $47.73 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $200 Shares 1,901 Est. Cost $73.20 Unrealized +45.8%
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $200 Shares 1,756 Est. Cost $98.18 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $199 Shares 1,331 Est. Cost $140.11 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $197 Shares 1,156 Est. Cost $151.91 Unrealized -4.2%
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $192 Shares 760 Est. Cost $155.01 Unrealized +56.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $191 Shares 3,788 Est. Cost $41.47 Unrealized +15.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $191 Shares 363 Est. Cost $500.41 Unrealized +2.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $183 Shares 2,409 Est. Cost $73.97 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $182 Shares 449 Est. Cost $255.91 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $174 Shares 909 Est. Cost $169.64 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $166 Shares 5,772 Est. Cost $40.07 Unrealized -34.1%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $166 Shares 366 Est. Cost $426.55 Unrealized -2.1%
IHAK ISHARES TR CYBERSECURITY 0.1%
Value ($000) $162 Shares 3,572 Est. Cost $34.27 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $154 Shares 906 Est. Cost $160.87 Unrealized -4.4%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $153 Shares 935 Est. Cost $123.03 Unrealized +15.0%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $150 Shares 593 Est. Cost $214.39 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $146 Shares 1,163 Est. Cost $108.06 Unrealized
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $143 Shares 492 Est. Cost $285.70 Unrealized +10.4%
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $140 Shares 17,394 Est. Cost $6.98 Unrealized +4.3%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $139 Shares 292 Est. Cost $382.20 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $135 Shares 960 Est. Cost $94.73 Unrealized +42.2%
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.1%
Value ($000) $134 Shares 2,634 Est. Cost $57.20 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $130 Shares 2,023 Est. Cost $55.43 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $130 Shares 376 Est. Cost $281.19 Unrealized +4.5%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $130 Shares 2,818 Est. Cost $43.57 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $127 Shares 849 Est. Cost $153.23 Unrealized -10.1%
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $125 Shares 1,228 Est. Cost $60.59 Unrealized
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $123 Shares 1,467 Est. Cost $87.65 Unrealized -13.7%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $123 Shares 415 Est. Cost $206.59 Unrealized +21.6%
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $120 Shares 2,868 Est. Cost $35.95 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $118 Shares 1,520 Est. Cost $67.45 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $103 Shares 541 Est. Cost $169.33 Unrealized -1.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $102 Shares 213 Est. Cost $397.42 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $99 Shares 894 Est. Cost $105.48 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.1%
Value ($000) $98 Shares 408 Est. Cost $219.17 Unrealized +2.7%
A AGILENT TECHNOLOGIES INC COM USD0.01 0.1%
Value ($000) $98 Shares 705 Est. Cost $139.69 Unrealized -16.1%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $96 Shares 1,783 Est. Cost $38.72 Unrealized
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $93 Shares 3,433 Est. Cost $25.46 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $93 Shares 83 Est. Cost $48.04 Unrealized +92.0%
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.1%
Value ($000) $90 Shares 8,752 Est. Cost $8.60 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.1%
Value ($000) $87 Shares 1,039 Est. Cost $74.20 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $82 Shares 440 Est. Cost $142.37 Unrealized +10.3%
VDC VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $81 Shares 422 Est. Cost $191.71 Unrealized
ETF MANAGERS TR PRIME CYBR SCRTY 0.0%
Value ($000) $78 Shares 1,298 Est. Cost $44.05 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $75 Shares 889 Est. Cost $75.84 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $73 Shares 459 Est. Cost $170.48 Unrealized -20.3%
KO COCA-COLA CO 0.0%
Value ($000) $69 Shares 1,175 Est. Cost $54.89 Unrealized -3.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $68 Shares 833 Est. Cost $80.91 Unrealized -11.3%
FNDC SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $67 Shares 1,925 Est. Cost $31.34 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $67 Shares 1,195 Est. Cost $53.34 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $67 Shares 480 Est. Cost $94.32 Unrealized +41.4%
AMGN AMGEN INC 0.0%
Value ($000) $67 Shares 232 Est. Cost $242.73 Unrealized +5.1%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $66 Shares 903 Est. Cost $71.84 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $63 Shares 936 Est. Cost $58.67 Unrealized
XTL SPDR SER TR S&P TELECOM 0.0%
Value ($000) $61 Shares 763 Est. Cost $81.57 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $61 Shares 339 Est. Cost $153.18 Unrealized +6.1%
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $60 Shares 2,099 Est. Cost $23.95 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $58 Shares 2,204 Est. Cost $26.50 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $56 Shares 673 Est. Cost $72.72 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $55 Shares 183 Est. Cost $214.24 Unrealized
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.0%
Value ($000) $55 Shares 561 Est. Cost $128.78 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $54 Shares 425 Est. Cost $133.49 Unrealized -20.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $53 Shares 2,708 Est. Cost $17.13 Unrealized +1.4%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $51 Shares 2,318 Est. Cost $17.05 Unrealized +12.6%
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.0%
Value ($000) $50 Shares 555 Est. Cost $75.24 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $49 Shares 82 Est. Cost $319.83 Unrealized +80.3%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $49 Shares 1,015 Est. Cost $41.96 Unrealized
TOTAL ENERGIES SE 0.0%
Value ($000) $48 Shares 718 Est. Cost $62.08 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $48 Shares 379 Est. Cost $48.38 Unrealized +89.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $45 Shares 1,702 Est. Cost $24.29 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $44 Shares 760 Est. Cost $52.11 Unrealized +6.1%
BUG GLOBAL X FDS CYBRSCURTY ETF 0.0%
Value ($000) $43 Shares 1,459 Est. Cost $23.45 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $42 Shares 293 Est. Cost $94.06 Unrealized +15.2%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $41 Shares 250 Est. Cost $93.28 Unrealized +54.6%
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $40 Shares 1,469 Est. Cost $27.31 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $40 Shares 740 Est. Cost $36.09 Unrealized +35.8%
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $46.99 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $39 Shares 333 Est. Cost $120.60 Unrealized
V VISA INC 0.0%
Value ($000) $38 Shares 148 Est. Cost $196.98 Unrealized +23.2%
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value ($000) $37 Shares 426 Est. Cost $78.66 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $37 Shares 476 Est. Cost $72.17 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $36 Shares 569 Est. Cost $57.93 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $36 Shares 604 Est. Cost $64.70 Unrealized -9.4%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $36 Shares 462 Est. Cost $75.92 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $35 Shares 2,318 Est. Cost $13.31 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $35 Shares 655 Est. Cost $74.39 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $34 Shares 875 Est. Cost $34.59 Unrealized
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $34 Shares 408 Est. Cost $67.21 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $33 Shares 88 Est. Cost $291.87 Unrealized +14.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 442 Est. Cost $65.88 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $33 Shares 1,275 Est. Cost $37.06 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $33 Shares 50 Est. Cost $468.77 Unrealized +22.3%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $31 Shares 402 Est. Cost $76.02 Unrealized -14.3%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $31 Shares 724 Est. Cost $43.85 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $30 Shares 1,146 Est. Cost $25.44 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $30 Shares 2,155 Est. Cost $12.00 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES 0.0%
Value ($000) $30 Shares 1,602 Est. Cost $20.97 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $30 Shares 783 Est. Cost $30.76 Unrealized +0.8%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $29 Shares 867 Est. Cost $48.65 Unrealized -39.9%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $29 Shares 539 Est. Cost $53.02 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $29 Shares 473 Est. Cost $79.85 Unrealized -28.4%
PJP INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS 0.0%
Value ($000) $29 Shares 379 Est. Cost $78.54 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $28 Shares 575 Est. Cost $40.83 Unrealized +0.5%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $28 Shares 504 Est. Cost $47.52 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $27 Shares 292 Est. Cost $78.47 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $27 Shares 495 Est. Cost $51.47 Unrealized
BLACKROCK INC COM USD0.01 0.0%
Value ($000) $26 Shares 32 Est. Cost $704.49 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $25 Shares 352 Est. Cost $58.01 Unrealized +10.9%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $25 Shares 383 Est. Cost $62.01 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $25 Shares 52 Est. Cost $28.05 Unrealized +55.6%
TSLA TESLA INC COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $189.34 Unrealized +25.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $25 Shares 58 Est. Cost $323.40 Unrealized +22.8%
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $24 Shares 1,185 Est. Cost $19.88 Unrealized -0.7%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $24 Shares 175 Est. Cost $126.15 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $24 Shares 469 Est. Cost $50.34 Unrealized
MMM 3M CO 0.0%
Value ($000) $23 Shares 214 Est. Cost $90.68 Unrealized -16.7%
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $23 Shares 451 Est. Cost $48.07 Unrealized -3.4%
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $23 Shares 212 Est. Cost $95.30 Unrealized +8.1%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $23 Shares 671 Est. Cost $31.71 Unrealized -12.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 106 Est. Cost $211.01 Unrealized -14.8%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $22 Shares 552 Est. Cost $37.99 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $22 Shares 1,811 Est. Cost $10.08 Unrealized -4.5%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $22 Shares 428 Est. Cost $49.16 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 663 Est. Cost $32.49 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $22 Shares 1,228 Est. Cost $15.18 Unrealized +1.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $22 Shares 94 Est. Cost $150.07 Unrealized +29.0%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $22 Shares 200 Est. Cost $97.46 Unrealized -8.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $21 Shares 1,977 Est. Cost $8.76 Unrealized -0.8%
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $21 Shares 563 Est. Cost $34.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $21 Shares 1,209 Est. Cost $13.48 Unrealized +13.9%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value ($000) $20 Shares 263 Est. Cost $74.29 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $20 Shares 455 Est. Cost $30.06 Unrealized +33.4%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $20 Shares 378 Est. Cost $47.04 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $20 Shares 249 Est. Cost $77.60 Unrealized -15.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $20 Shares 125 Est. Cost $148.03 Unrealized -9.3%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $20 Shares 82 Est. Cost $172.18 Unrealized +35.6%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $19 Shares 257 Est. Cost $63.70 Unrealized
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.0%
Value ($000) $19 Shares 118 Est. Cost $154.13 Unrealized
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $19 Shares 100 Est. Cost $212.11 Unrealized -16.2%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $19 Shares 192 Est. Cost $84.81 Unrealized -1.1%
HPQ HP INC COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $24.58 Unrealized +4.8%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $18 Shares 365 Est. Cost $47.53 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $17 Shares 223 Est. Cost $74.80 Unrealized -6.7%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $17 Shares 330 Est. Cost $45.88 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $17 Shares 412 Est. Cost $35.09 Unrealized -0.8%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $16 Shares 248 Est. Cost $65.10 Unrealized -9.7%
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $16 Shares 55 Est. Cost $340.00 Unrealized -25.3%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $16 Shares 105 Est. Cost $137.22 Unrealized -1.1%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $16 Shares 316 Est. Cost $50.48 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $16 Shares 263 Est. Cost $35.80 Unrealized +47.0%
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 103 Est. Cost $137.98 Unrealized -18.1%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $15 Shares 546 Est. Cost $26.86 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $15 Shares 74 Est. Cost $143.20 Unrealized +20.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $15 Shares 107 Est. Cost $233.12 Unrealized -50.3%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $14 Shares 105 Est. Cost $109.97 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $14 Shares 146 Est. Cost $81.37 Unrealized +2.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $186.71 Unrealized -6.2%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $13 Shares 104 Est. Cost $82.67 Unrealized +35.0%
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $13 Shares 617 Est. Cost $19.12 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $13 Shares 248 Est. Cost $31.24 Unrealized
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $13 Shares 50 Est. Cost $245.62 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $13 Shares 50 Est. Cost $136.88 Unrealized +53.0%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $13 Shares 203 Est. Cost $62.33 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $12 Shares 202 Est. Cost $65.31 Unrealized -19.9%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $12 Shares 415 Est. Cost $33.54 Unrealized -26.2%
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $12 Shares 116 Est. Cost $86.11 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 270 Est. Cost $40.91 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $109.40 Unrealized +0.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $43.30 Unrealized +23.3%
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 207 Est. Cost $40.59 Unrealized +10.0%
T AT&T INC COM USD1 0.0%
Value ($000) $11 Shares 655 Est. Cost $15.07 Unrealized -5.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $11 Shares 722 Est. Cost $11.94 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $80.41 Unrealized +14.5%
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $11 Shares 52 Est. Cost $316.26 Unrealized -34.2%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $11 Shares 163 Est. Cost $58.25 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $10 Shares 195 Est. Cost $46.08 Unrealized +11.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.06 Unrealized +6.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $10 Shares 231 Est. Cost $38.84 Unrealized
AMEDISYS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $83.54 Unrealized
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $9 Shares 263 Est. Cost $31.84 Unrealized -7.7%
EBAY EBAY INC. COM 0.0%
Value ($000) $9 Shares 217 Est. Cost $38.98 Unrealized +2.2%
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $9 Shares 284 Est. Cost $30.72 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $9 Shares 591 Est. Cost $19.84 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $112.73 Unrealized -1.3%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $9 Shares 394 Est. Cost $18.70 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.96 Unrealized -19.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $9 Shares 112 Est. Cost $37.09 Unrealized +84.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $8 Shares 117 Est. Cost $74.41 Unrealized
REMX VANECK ETF TRUST RARE EARTH/STRTG 0.0%
Value ($000) $8 Shares 136 Est. Cost $76.18 Unrealized
BROOKFIELD RENEWABLE CORP CLASS A SUBORDINATE VOTING SHARES ISIN #CA11284V1058 SEDOL #BMXWR83 0.0%
Value ($000) $8 Shares 282 Est. Cost $27.60 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $8 Shares 131 Est. Cost $73.82 Unrealized -27.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $8 Shares 20 Est. Cost $351.41 Unrealized +16.0%
SO SOUTHERN CO 0.0%
Value ($000) $8 Shares 109 Est. Cost $59.62 Unrealized +6.9%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $8 Shares 79 Est. Cost $87.55 Unrealized +5.3%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $8 Shares 571 Est. Cost $5.56 Unrealized +77.3%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $7 Shares 140 Est. Cost $41.71 Unrealized +4.7%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $7 Shares 105 Est. Cost $74.83 Unrealized -17.2%
KELLANOVA COM 0.0%
Value ($000) $7 Shares 128 Est. Cost $60.72 Unrealized -19.7%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $47.89 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $7 Shares 799 Est. Cost $11.85 Unrealized -41.6%
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $7 Shares 50 Est. Cost $159.11 Unrealized -19.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $7 Shares 191 Est. Cost $30.04 Unrealized +6.4%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $7 Shares 82 Est. Cost $62.68 Unrealized +22.8%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 50 Est. Cost $91.37 Unrealized +21.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 129 Est. Cost $65.06 Unrealized -27.7%
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $7 Shares 208 Est. Cost $31.47 Unrealized
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $7 Shares 263 Est. Cost $24.53 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $86.39 Unrealized +0.3%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 62 Est. Cost $88.02 Unrealized -2.7%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 30 Est. Cost $178.69 Unrealized -3.6%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.65 Unrealized +6.5%
IGE ISHARES TR NORTH AMERN NAT 0.0%
Value ($000) $6 Shares 147 Est. Cost $40.65 Unrealized
NDAQ NASDAQ INC COM STK 0.0%
Value ($000) $6 Shares 101 Est. Cost $49.01 Unrealized +4.5%
C CITIGROUP INC 0.0%
Value ($000) $6 Shares 109 Est. Cost $40.56 Unrealized +1.9%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $5 Shares 103 Est. Cost $40.82 Unrealized
KR KROGER CO COM USD1.00 0.0%
Value ($000) $5 Shares 115 Est. Cost $42.86 Unrealized -1.1%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $5 Shares 126 Est. Cost $40.82 Unrealized -9.8%
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $5 Shares 431 Est. Cost $10.09 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) $5 Shares 222 Est. Cost $22.61 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 129 Est. Cost $41.94 Unrealized -37.1%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.33 Unrealized -1.6%
LUCID GROUP INC COM 0.0%
Value ($000) $4 Shares 882 Est. Cost $7.92 Unrealized
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $4 Shares 201 Est. Cost $17.18 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 169 Est. Cost $10.06 Unrealized +69.9%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $3 Shares 295 Est. Cost $7.18 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +16.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $38.88 Unrealized +32.6%
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 +27.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $241.04 Unrealized +22.7%
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $3 Shares 198 Est. Cost $21.97 Unrealized -43.9%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.01 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $3 Shares 34 Est. Cost $56.91 Unrealized +9.5%
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 +14.4%
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $2 Shares 220 Est. Cost $9.12 Unrealized
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.44 Unrealized -15.4%
SNAP SNAP INC CL A 0.0%
Value ($000) $2 Shares 125 Est. Cost $9.86 Unrealized +24.3%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $19.32 Unrealized +57.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $61.14 Unrealized -23.9%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.68 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 154 Est. Cost $11.29 Unrealized -4.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.06 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $93.96 Unrealized +18.9%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.42 Unrealized
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized +47.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.57 Unrealized +10.8%
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $1 Shares 48 Est. Cost $17.49 Unrealized +55.8%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $13.93 Unrealized -43.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized -5.0%
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +35.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.58 Unrealized +135.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.63 Unrealized +0.3%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.51 Unrealized -6.5%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.48 Unrealized -84.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.24 Unrealized +9.9%
RUN SUNRUN INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.69 Unrealized -52.5%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 164 Est. Cost $4.63 Unrealized
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.25 Unrealized +13.7%
LVS LAS VEGAS SANDS CORP COM USD0.001 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.52 Unrealized +12.1%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.30 Unrealized +12.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.85 Unrealized +31.8%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $13.30 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.67 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized -12.8%
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 +35.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.73 Unrealized -24.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -9.7%