Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 24, 2024

Total Value ($000): $168,751 (100.0% shares, 0.0% debt)

Holdings (364)

VCIT VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF 8.8%
Value ($000) $14,850 Shares 184,454 Est. Cost $77.72 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 7.2%
Value ($000) $12,072 Shares 27,190 Est. Cost $272.40 Unrealized
VGT VANGUARD WORLD FD INF TECH ETF 4.9%
Value ($000) $8,287 Shares 15,804 Est. Cost $321.25 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 4.8%
Value ($000) $8,184 Shares 86,683 Est. Cost $87.21 Unrealized
PG PROCTER AND GAMBLE CO COM 4.0%
Value ($000) $6,719 Shares 41,414 Est. Cost $130.62 Unrealized +14.7%
VCR VANGUARD WORLD FD CONSUM DIS ETF 3.8%
Value ($000) $6,489 Shares 20,424 Est. Cost $222.93 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 3.4%
Value ($000) $5,790 Shares 59,114 Est. Cost $98.19 Unrealized
VFH VANGUARD WORLD FD FINANCIALS ETF 3.3%
Value ($000) $5,530 Shares 54,010 Est. Cost $82.66 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 3.0%
Value ($000) $5,127 Shares 24,618 Est. Cost $176.27 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 2.5%
Value ($000) $4,211 Shares 83,221 Est. Cost $50.47 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 2.4%
Value ($000) $4,118 Shares 27,874 Est. Cost $139.02 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.3%
Value ($000) $3,957 Shares 17,310 Est. Cost $185.25 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 2.0%
Value ($000) $3,334 Shares 79,148 Est. Cost $35.81 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 1.7%
Value ($000) $2,796 Shares 21,230 Est. Cost $120.93 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.6%
Value ($000) $2,741 Shares 10,969 Est. Cost $209.16 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 1.6%
Value ($000) $2,721 Shares 38,501 Est. Cost $55.71 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR ETF 1.6%
Value ($000) $2,696 Shares 9,964 Est. Cost $247.85 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.5%
Value ($000) $2,607 Shares 13,584 Est. Cost $158.80 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.4%
Value ($000) $2,304 Shares 12,529 Est. Cost $129.53 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 1.3%
Value ($000) $2,110 Shares 62,138 Est. Cost $30.88 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.2%
Value ($000) $2,071 Shares 39,711 Est. Cost $53.27 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,009 Shares 11,718 Est. Cost $140.70 Unrealized +28.1%
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,970 Shares 4,683 Est. Cost $234.05 Unrealized +70.6%
IWY ISHARES TR RUS TP200 GR ETF 1.0%
Value ($000) $1,768 Shares 9,060 Est. Cost $169.67 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 1.0%
Value ($000) $1,693 Shares 17,629 Est. Cost $91.12 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 1.0%
Value ($000) $1,673 Shares 7,438 Est. Cost $194.19 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND 0.9%
Value ($000) $1,542 Shares 8,250 Est. Cost $137.25 Unrealized
MCD MCDONALD S CORP 0.9%
Value ($000) $1,446 Shares 5,127 Est. Cost $245.25 Unrealized +13.4%
IWP ISHARES TR RUS MD CP GR ETF 0.9%
Value ($000) $1,445 Shares 12,657 Est. Cost $83.60 Unrealized
ONEV SPDR SER TR RUSSELL LOW VOL 0.8%
Value ($000) $1,418 Shares 11,420 Est. Cost $104.81 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.8%
Value ($000) $1,410 Shares 35,414 Est. Cost $28.83 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.7%
Value ($000) $1,170 Shares 47,359 Est. Cost $23.74 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.7%
Value ($000) $1,122 Shares 4,318 Est. Cost $195.12 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.6%
Value ($000) $1,044 Shares 19,125 Est. Cost $53.88 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY 0.6%
Value ($000) $954 Shares 8,671 Est. Cost $98.52 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $943 Shares 8,760 Est. Cost $106.66 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.5%
Value ($000) $898 Shares 3,871 Est. Cost $184.11 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $888 Shares 5,695 Est. Cost $94.52 Unrealized
IHF ISHARES TR US HLTHCR PR ETF 0.5%
Value ($000) $879 Shares 16,109 Est. Cost $102.08 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $861 Shares 1,790 Est. Cost $358.17 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.5%
Value ($000) $813 Shares 5,139 Est. Cost $157.06 Unrealized -4.3%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $798 Shares 6,866 Est. Cost $96.28 Unrealized +1.9%
IJR ISHARES CORE S&P SMALL-CAP E 0.4%
Value ($000) $759 Shares 6,864 Est. Cost $95.97 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $720 Shares 3,053 Est. Cost $179.76 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $696 Shares 26,885 Est. Cost $23.84 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $689 Shares 5,973 Est. Cost $84.80 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.4%
Value ($000) $683 Shares 2,418 Est. Cost $228.84 Unrealized +12.7%
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.4%
Value ($000) $677 Shares 20,526 Est. Cost $30.90 Unrealized
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.4%
Value ($000) $660 Shares 2,704 Est. Cost $182.67 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.4%
Value ($000) $611 Shares 15,450 Est. Cost $37.06 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.3%
Value ($000) $572 Shares 5,632 Est. Cost $131.05 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.3%
Value ($000) $560 Shares 6,329 Est. Cost $118.85 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $551 Shares 2,753 Est. Cost $117.65 Unrealized +47.6%
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $551 Shares 2,080 Est. Cost $52.69 Unrealized +241.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.3%
Value ($000) $548 Shares 3,515 Est. Cost $135.23 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.3%
Value ($000) $534 Shares 1,100 Est. Cost $116.61 Unrealized +280.1%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $495 Shares 1,898 Est. Cost $200.88 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $494 Shares 547 Est. Cost $23.86 Unrealized +203.6%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.3%
Value ($000) $482 Shares 8,227 Est. Cost $52.85 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.3%
Value ($000) $472 Shares 12,082 Est. Cost $30.84 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.3%
Value ($000) $467 Shares 1,834 Est. Cost $188.18 Unrealized +18.0%
IYF ISHARES TRUST DJ US FINANCIAL 0.3%
Value ($000) $458 Shares 4,787 Est. Cost $75.46 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.3%
Value ($000) $454 Shares 9,548 Est. Cost $40.27 Unrealized
VAW VANGUARD WORLD FD MATERIALS ETF 0.3%
Value ($000) $448 Shares 2,191 Est. Cost $170.22 Unrealized
XHB SPDR SER TR S&P HOMEBUILD 0.3%
Value ($000) $444 Shares 3,981 Est. Cost $60.31 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.3%
Value ($000) $438 Shares 6,604 Est. Cost $128.28 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL ETF 0.3%
Value ($000) $434 Shares 4,780 Est. Cost $90.70 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.3%
Value ($000) $430 Shares 1,500 Est. Cost $223.85 Unrealized
LLY ELI LILLY &CO COM 0.3%
Value ($000) $423 Shares 544 Est. Cost $372.67 Unrealized +88.5%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $417 Shares 7,819 Est. Cost $44.36 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX FUND 0.2%
Value ($000) $412 Shares 4,005 Est. Cost $92.95 Unrealized
MBB ISHARES TR MBS ETF 0.2%
Value ($000) $405 Shares 4,380 Est. Cost $92.76 Unrealized
INTC INTEL CORP COM USD0.001 0.2%
Value ($000) $390 Shares 8,825 Est. Cost $26.65 Unrealized +65.3%
SDY SPDR SER TR S&P DIVID ETF 0.2%
Value ($000) $379 Shares 2,885 Est. Cost $125.11 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $368 Shares 3,009 Est. Cost $93.45 Unrealized +9.6%
MRK MERCK &CO. INC COM 0.2%
Value ($000) $354 Shares 2,686 Est. Cost $92.80 Unrealized +24.8%
AMZN AMAZON.COM INC 0.2%
Value ($000) $347 Shares 1,926 Est. Cost $98.78 Unrealized +69.0%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.2%
Value ($000) $347 Shares 2,567 Est. Cost $135.04 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $346 Shares 3,998 Est. Cost $82.48 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.2%
Value ($000) $340 Shares 5,726 Est. Cost $49.26 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $334 Shares 2,764 Est. Cost $108.02 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.2%
Value ($000) $291 Shares 3,040 Est. Cost $57.61 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.2%
Value ($000) $288 Shares 2,020 Est. Cost $153.37 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $283 Shares 822 Est. Cost $213.11 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $271 Shares 1,600 Est. Cost $108.85 Unrealized +36.5%
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.2%
Value ($000) $269 Shares 980 Est. Cost $241.21 Unrealized +6.5%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $269 Shares 640 Est. Cost $296.98 Unrealized +32.4%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $260 Shares 6,214 Est. Cost $39.03 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $255 Shares 4,242 Est. Cost $52.58 Unrealized +6.6%
ORCL ORACLE CORP 0.1%
Value ($000) $239 Shares 1,903 Est. Cost $73.20 Unrealized +53.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.1%
Value ($000) $239 Shares 3,962 Est. Cost $51.72 Unrealized
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $234 Shares 2,154 Est. Cost $93.72 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $221 Shares 1,756 Est. Cost $98.18 Unrealized
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $221 Shares 762 Est. Cost $155.01 Unrealized +54.7%
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.1%
Value ($000) $219 Shares 4,583 Est. Cost $46.73 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $217 Shares 4,203 Est. Cost $47.73 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $215 Shares 1,318 Est. Cost $140.11 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $203 Shares 1,163 Est. Cost $151.91 Unrealized +3.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $195 Shares 2,421 Est. Cost $73.97 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $190 Shares 3,810 Est. Cost $41.47 Unrealized +13.9%
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $189 Shares 2,211 Est. Cost $119.91 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $187 Shares 909 Est. Cost $169.64 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.1%
Value ($000) $187 Shares 8,880 Est. Cost $18.20 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $185 Shares 17,394 Est. Cost $6.98 Unrealized +25.2%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $180 Shares 943 Est. Cost $123.03 Unrealized +40.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $180 Shares 364 Est. Cost $500.41 Unrealized -2.3%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $167 Shares 366 Est. Cost $426.55 Unrealized -2.5%
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $164 Shares 492 Est. Cost $285.70 Unrealized +7.1%
PFE PFIZER INC 0.1%
Value ($000) $161 Shares 5,807 Est. Cost $40.07 Unrealized -38.5%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $161 Shares 594 Est. Cost $214.39 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $160 Shares 912 Est. Cost $160.87 Unrealized -2.2%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $153 Shares 292 Est. Cost $382.20 Unrealized
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $152 Shares 1,165 Est. Cost $108.06 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $152 Shares 415 Est. Cost $206.59 Unrealized +50.6%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $146 Shares 960 Est. Cost $94.73 Unrealized +51.2%
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $144 Shares 1,476 Est. Cost $87.65 Unrealized -0.9%
IHAK ISHARES TR CYBERSECURITY 0.1%
Value ($000) $144 Shares 3,068 Est. Cost $34.27 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $142 Shares 1,230 Est. Cost $60.59 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $136 Shares 2,023 Est. Cost $55.43 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $135 Shares 855 Est. Cost $153.23 Unrealized -9.3%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $129 Shares 2,838 Est. Cost $43.57 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $128 Shares 1,522 Est. Cost $67.45 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $125 Shares 2,888 Est. Cost $35.95 Unrealized
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $124 Shares 541 Est. Cost $169.33 Unrealized +22.1%
HD HOME DEPOT INC 0.1%
Value ($000) $121 Shares 316 Est. Cost $281.19 Unrealized +24.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $112 Shares 214 Est. Cost $397.42 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.1%
Value ($000) $104 Shares 2,296 Est. Cost $57.20 Unrealized
A AGILENT TECHNOLOGIES INC COM USD0.01 0.1%
Value ($000) $103 Shares 705 Est. Cost $139.69 Unrealized -3.2%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $101 Shares 1,784 Est. Cost $38.72 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $100 Shares 440 Est. Cost $142.37 Unrealized +42.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $98 Shares 901 Est. Cost $105.48 Unrealized
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $95 Shares 3,433 Est. Cost $25.46 Unrealized
VDC VANGUARD WORLD FD CONSUM STP ETF 0.1%
Value ($000) $86 Shares 424 Est. Cost $191.71 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.1%
Value ($000) $86 Shares 1,039 Est. Cost $74.20 Unrealized
HACK AMPLIFY TR CYBERSECURITY ETF 0.0%
Value ($000) $83 Shares 1,300 Est. Cost $64.09 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $82 Shares 62 Est. Cost $48.04 Unrealized +152.3%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $80 Shares 889 Est. Cost $75.84 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $72 Shares 480 Est. Cost $94.32 Unrealized +50.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $72 Shares 340 Est. Cost $153.18 Unrealized +24.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $72 Shares 835 Est. Cost $80.91 Unrealized -6.1%
KO COCA-COLA CO 0.0%
Value ($000) $72 Shares 1,175 Est. Cost $54.89 Unrealized +3.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $72 Shares 459 Est. Cost $170.48 Unrealized -9.8%
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $70 Shares 1,199 Est. Cost $53.34 Unrealized
FNDC SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $68 Shares 1,925 Est. Cost $31.34 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $68 Shares 936 Est. Cost $58.67 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $67 Shares 2,099 Est. Cost $23.95 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $66 Shares 379 Est. Cost $48.38 Unrealized +140.6%
AMGN AMGEN INC 0.0%
Value ($000) $66 Shares 233 Est. Cost $242.73 Unrealized +13.7%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $66 Shares 909 Est. Cost $71.84 Unrealized
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.0%
Value ($000) $64 Shares 555 Est. Cost $75.24 Unrealized
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.0%
Value ($000) $64 Shares 561 Est. Cost $128.78 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $63 Shares 2,223 Est. Cost $26.50 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $62 Shares 673 Est. Cost $72.72 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $62 Shares 183 Est. Cost $214.24 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $58 Shares 2,318 Est. Cost $17.05 Unrealized +34.8%
XTL SPDR SER TR S&P TELECOM 0.0%
Value ($000) $57 Shares 765 Est. Cost $81.57 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $54 Shares 426 Est. Cost $133.49 Unrealized -11.8%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $52 Shares 760 Est. Cost $52.11 Unrealized +27.7%
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $52 Shares 250 Est. Cost $93.28 Unrealized +93.4%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $51 Shares 1,015 Est. Cost $41.96 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $51 Shares 740 Est. Cost $36.09 Unrealized +69.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $51 Shares 1,735 Est. Cost $24.39 Unrealized
TOTAL ENERGIES SE 0.0%
Value ($000) $49 Shares 718 Est. Cost $62.08 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $46 Shares 293 Est. Cost $94.06 Unrealized +41.6%
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $45 Shares 1,475 Est. Cost $27.31 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $46.99 Unrealized
BUG GLOBAL X FDS CYBRSCURTY ETF 0.0%
Value ($000) $43 Shares 1,459 Est. Cost $23.45 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $43 Shares 2,708 Est. Cost $17.13 Unrealized -1.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $41 Shares 82 Est. Cost $319.83 Unrealized +79.2%
V VISA INC 0.0%
Value ($000) $41 Shares 148 Est. Cost $196.98 Unrealized +38.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $41 Shares 333 Est. Cost $120.60 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $40 Shares 478 Est. Cost $72.17 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $39 Shares 88 Est. Cost $291.87 Unrealized +33.9%
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value ($000) $38 Shares 426 Est. Cost $78.66 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $37 Shares 570 Est. Cost $57.93 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $37 Shares 50 Est. Cost $468.77 Unrealized +50.8%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $37 Shares 875 Est. Cost $34.59 Unrealized
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
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 442 Est. Cost $65.88 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $35 Shares 2,203 Est. Cost $12.08 Unrealized
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $35 Shares 408 Est. Cost $67.21 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $33 Shares 577 Est. Cost $40.83 Unrealized +22.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $33 Shares 789 Est. Cost $30.76 Unrealized +16.8%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $32 Shares 728 Est. Cost $43.85 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $32 Shares 2,394 Est. Cost $13.30 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $32 Shares 473 Est. Cost $79.85 Unrealized -23.3%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $32 Shares 539 Est. Cost $53.02 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $32 Shares 52 Est. Cost $28.05 Unrealized +101.0%
PJP INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS 0.0%
Value ($000) $30 Shares 379 Est. Cost $78.54 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
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $30 Shares 293 Est. Cost $78.47 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $30 Shares 655 Est. Cost $74.39 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $29 Shares 504 Est. Cost $47.52 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $28 Shares 402 Est. Cost $76.02 Unrealized -6.7%
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $28 Shares 8,752 Est. Cost $8.60 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $28 Shares 58 Est. Cost $323.40 Unrealized +40.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $28 Shares 1,284 Est. Cost $37.06 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $27 Shares 1,161 Est. Cost $25.41 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $27 Shares 498 Est. Cost $51.47 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $27 Shares 386 Est. Cost $62.01 Unrealized
BLACKROCK INC COM USD0.01 0.0%
Value ($000) $26 Shares 32 Est. Cost $704.49 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $25 Shares 671 Est. Cost $31.71 Unrealized +3.4%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $25 Shares 867 Est. Cost $48.65 Unrealized -36.9%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $25 Shares 354 Est. Cost $58.01 Unrealized +18.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $25 Shares 1,858 Est. Cost $10.10 Unrealized +5.9%
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $24 Shares 200 Est. Cost $97.46 Unrealized +4.4%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $24 Shares 473 Est. Cost $50.34 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $24 Shares 175 Est. Cost $126.15 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $24 Shares 1,996 Est. Cost $8.76 Unrealized +26.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $23 Shares 94 Est. Cost $150.07 Unrealized +48.6%
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $23 Shares 1,185 Est. Cost $19.88 Unrealized +1.6%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $23 Shares 1,249 Est. Cost $15.19 Unrealized +5.2%
MMM 3M CO 0.0%
Value ($000) $23 Shares 216 Est. Cost $90.68 Unrealized -12.6%
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $23 Shares 451 Est. Cost $48.07 Unrealized -4.1%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $23 Shares 552 Est. Cost $37.99 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 106 Est. Cost $211.01 Unrealized -4.1%
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $22 Shares 563 Est. Cost $34.41 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $32.49 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $22 Shares 428 Est. Cost $49.16 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $22 Shares 1,219 Est. Cost $13.48 Unrealized +14.4%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $21 Shares 378 Est. Cost $47.04 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $20 Shares 223 Est. Cost $74.80 Unrealized +10.9%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $20 Shares 252 Est. Cost $77.52 Unrealized -8.6%
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $20 Shares 213 Est. Cost $95.30 Unrealized +2.6%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value ($000) $20 Shares 265 Est. Cost $74.29 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $20 Shares 455 Est. Cost $30.06 Unrealized +35.2%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $19 Shares 100 Est. Cost $212.11 Unrealized -14.2%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $19 Shares 82 Est. Cost $172.18 Unrealized +37.8%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $19 Shares 106 Est. Cost $137.22 Unrealized +18.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $19 Shares 125 Est. Cost $148.03 Unrealized -7.9%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $19 Shares 192 Est. Cost $84.81 Unrealized +4.3%
TGT TARGET CORP 0.0%
Value ($000) $18 Shares 104 Est. Cost $137.98 Unrealized +2.9%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $18 Shares 248 Est. Cost $65.10 Unrealized +1.4%
HPQ HP INC COM 0.0%
Value ($000) $18 Shares 606 Est. Cost $24.61 Unrealized +11.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $18 Shares 419 Est. Cost $35.10 Unrealized +1.7%
FBT FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD 0.0%
Value ($000) $18 Shares 118 Est. Cost $154.13 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $18 Shares 366 Est. Cost $47.53 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $18 Shares 330 Est. Cost $45.88 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $17 Shares 107 Est. Cost $233.12 Unrealized -41.5%
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $16 Shares 257 Est. Cost $63.70 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $16 Shares 318 Est. Cost $50.48 Unrealized
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $16 Shares 552 Est. Cost $26.89 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $16 Shares 50 Est. Cost $136.88 Unrealized +123.7%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $16 Shares 105 Est. Cost $82.67 Unrealized +54.4%
JOE ST JOE CO 0.0%
Value ($000) $15 Shares 263 Est. Cost $35.80 Unrealized +54.2%
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $15 Shares 55 Est. Cost $340.00 Unrealized -13.5%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $15 Shares 203 Est. Cost $65.31 Unrealized -4.2%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $15 Shares 105 Est. Cost $109.97 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $43.30 Unrealized +48.5%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $14 Shares 148 Est. Cost $81.42 Unrealized +4.3%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $13 Shares 204 Est. Cost $62.33 Unrealized
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $13 Shares 617 Est. Cost $19.12 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 737 Est. Cost $12.05 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $13 Shares 117 Est. Cost $86.11 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $13 Shares 112 Est. Cost $37.09 Unrealized +144.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $109.40 Unrealized -1.6%
ZTS ZOETIS INC 0.0%
Value ($000) $13 Shares 74 Est. Cost $143.20 Unrealized +28.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $186.71 Unrealized -0.3%
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $12 Shares 248 Est. Cost $31.24 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $12 Shares 415 Est. Cost $33.54 Unrealized -11.6%
DOW DOW INC COM 0.0%
Value ($000) $12 Shares 209 Est. Cost $40.59 Unrealized +20.6%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 272 Est. Cost $40.91 Unrealized
T AT&T INC COM USD1 0.0%
Value ($000) $12 Shares 656 Est. Cost $15.07 Unrealized +3.6%
EBAY EBAY INC. COM 0.0%
Value ($000) $12 Shares 218 Est. Cost $38.98 Unrealized +12.8%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $11 Shares 163 Est. Cost $58.25 Unrealized
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $11 Shares 50 Est. Cost $245.62 Unrealized -4.6%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $11 Shares 195 Est. Cost $46.08 Unrealized +3.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $80.41 Unrealized +24.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.06 Unrealized +20.8%
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $10 Shares 52 Est. Cost $316.26 Unrealized -40.4%
TSLA TESLA INC COM 0.0%
Value ($000) $10 Shares 58 Est. Cost $189.34 Unrealized +3.2%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $10 Shares 231 Est. Cost $38.84 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $10 Shares 399 Est. Cost $18.77 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.73 Unrealized +1.2%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $10 Shares 263 Est. Cost $31.84 Unrealized -0.9%
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $9 Shares 284 Est. Cost $30.72 Unrealized
AMEDISYS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.54 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $9 Shares 118 Est. Cost $74.41 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.96 Unrealized -17.0%
VERONA PHARMA SPON ADR EACH REP 8 ORD SHS 0.0%
Value ($000) $9 Shares 545 Est. Cost $16.09 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $8 Shares 132 Est. Cost $73.82 Unrealized -25.0%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $8 Shares 591 Est. Cost $19.84 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 50 Est. Cost $91.37 Unrealized +47.7%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $8 Shares 106 Est. Cost $74.83 Unrealized -13.5%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $8 Shares 140 Est. Cost $41.71 Unrealized +26.3%
SO SOUTHERN CO 0.0%
Value ($000) $8 Shares 109 Est. Cost $59.62 Unrealized +8.6%
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $8 Shares 50 Est. Cost $159.11 Unrealized -13.6%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $8 Shares 126 Est. Cost $47.89 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $8 Shares 193 Est. Cost $30.08 Unrealized +11.7%
KELLANOVA COM 0.0%
Value ($000) $7 Shares 129 Est. Cost $60.72 Unrealized -14.4%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $86.58 Unrealized +13.9%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $7 Shares 79 Est. Cost $87.55 Unrealized +1.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $65.06 Unrealized -29.0%
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $7 Shares 82 Est. Cost $62.68 Unrealized +25.6%
BROOKFIELD RENEWABLE CORP CLASS A SUBORDINATE VOTING SHARES ISIN #CA11284V1058 SEDOL #BMXWR83 0.0%
Value ($000) $7 Shares 286 Est. Cost $27.55 Unrealized
REMX VANECK ETF TRUST RARE EARTH/STRTG 0.0%
Value ($000) $7 Shares 136 Est. Cost $76.18 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $7 Shares 110 Est. Cost $40.56 Unrealized +29.5%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $7 Shares 100 Est. Cost $51.65 Unrealized +38.6%
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $7 Shares 209 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
IGE ISHARES TR NORTH AMERN NAT 0.0%
Value ($000) $7 Shares 147 Est. Cost $40.65 Unrealized
KR KROGER CO COM USD1.00 0.0%
Value ($000) $7 Shares 115 Est. Cost $42.86 Unrealized +10.4%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $6 Shares 806 Est. Cost $11.85 Unrealized -38.5%
NDAQ NASDAQ INC COM STK 0.0%
Value ($000) $6 Shares 101 Est. Cost $49.01 Unrealized +15.1%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 62 Est. Cost $88.02 Unrealized +5.6%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 30 Est. Cost $178.69 Unrealized +1.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $6 Shares 28 Est. Cost $213.11 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 20 Est. Cost $351.41 Unrealized -8.5%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $5 Shares 571 Est. Cost $5.56 Unrealized +95.5%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $5 Shares 104 Est. Cost $40.82 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $5 Shares 258 Est. Cost $16.40 Unrealized
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $5 Shares 439 Est. Cost $10.11 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $5 Shares 126 Est. Cost $40.82 Unrealized -18.8%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 129 Est. Cost $41.94 Unrealized -31.9%
IVOL KRANESHARES TRUST QUADRTC INT RT 0.0%
Value ($000) $4 Shares 224 Est. Cost $22.61 Unrealized
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $4 Shares 199 Est. Cost $21.97 Unrealized -27.8%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 169 Est. Cost $10.06 Unrealized +111.4%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $4 Shares 296 Est. Cost $7.18 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $96.83 Unrealized
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $3 Shares 203 Est. Cost $17.18 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $241.04 Unrealized +33.8%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $39.17 Unrealized +40.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +14.2%
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $3 Shares 220 Est. Cost $9.12 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.01 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $70.16 Unrealized +27.6%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.33 Unrealized +0.3%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $3 Shares 137 Est. Cost $18.81 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $3 Shares 882 Est. Cost $7.92 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $61.14 Unrealized -17.2%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $93.96 Unrealized +42.8%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.82 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.06 Unrealized
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.49 Unrealized +74.7%
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.44 Unrealized -34.2%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.45 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $101.00 Unrealized +49.9%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $62.83 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 125 Est. Cost $9.86 Unrealized +35.9%
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized +66.3%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.32 Unrealized +53.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 154 Est. Cost $11.29 Unrealized -14.6%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.25 Unrealized +57.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.58 Unrealized +181.1%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.57 Unrealized +27.1%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $13.93 Unrealized -44.8%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized -5.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.63 Unrealized +15.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.24 Unrealized +25.5%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.48 Unrealized -85.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.51 Unrealized +0.9%
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +36.3%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 165 Est. Cost $4.63 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 31 Est. Cost $13.47 Unrealized
LVS LAS VEGAS SANDS CORP COM USD0.001 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.52 Unrealized +22.5%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.30 Unrealized -21.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.85 Unrealized +52.4%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $26.69 Unrealized -48.5%
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized +10.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.67 Unrealized
REAL THE REALREAL INC COM 0.0%
Value ($000) $0 Shares 55 Est. Cost $1.44 Unrealized +65.7%
GLOBALSTAR INC COM USD0.0001 0.0%
Value ($000) $0 Shares 114 Est. Cost $1.33 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.73 Unrealized -27.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized +9.0%