Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $176,034 (100.0% shares, 0.0% debt)

Holdings (372)

VCIT VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF 8.6%
Value ($000) $15,109 Shares 189,026 Est. Cost $77.77 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 7.4%
Value ($000) $12,983 Shares 27,099 Est. Cost $272.40 Unrealized
VGT VANGUARD WORLD FD INF TECH ETF 5.1%
Value ($000) $8,897 Shares 15,430 Est. Cost $321.25 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 4.3%
Value ($000) $7,497 Shares 82,245 Est. Cost $87.21 Unrealized
PG PROCTER AND GAMBLE CO COM 3.9%
Value ($000) $6,837 Shares 41,455 Est. Cost $130.62 Unrealized +20.3%
VCR VANGUARD WORLD FD CONSUM DIS ETF 3.6%
Value ($000) $6,330 Shares 20,267 Est. Cost $222.93 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 3.4%
Value ($000) $5,900 Shares 60,784 Est. Cost $98.16 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 3.2%
Value ($000) $5,705 Shares 25,216 Est. Cost $177.45 Unrealized
VFH VANGUARD WORLD FD FINANCIALS ETF 3.1%
Value ($000) $5,435 Shares 54,417 Est. Cost $82.66 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.0%
Value ($000) $5,299 Shares 36,360 Est. Cost $140.59 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.1%
Value ($000) $3,782 Shares 17,346 Est. Cost $185.25 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 2.1%
Value ($000) $3,655 Shares 72,942 Est. Cost $50.47 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 1.9%
Value ($000) $3,372 Shares 12,933 Est. Cost $222.45 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 1.8%
Value ($000) $3,208 Shares 78,045 Est. Cost $35.81 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR ETF 1.7%
Value ($000) $2,938 Shares 11,044 Est. Cost $249.62 Unrealized
IYW ISHARES US TECHNOLOGY ETF 1.6%
Value ($000) $2,873 Shares 19,092 Est. Cost $148.42 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 1.5%
Value ($000) $2,667 Shares 20,909 Est. Cost $120.93 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.5%
Value ($000) $2,623 Shares 10,833 Est. Cost $209.16 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,482 Shares 11,784 Est. Cost $140.70 Unrealized +31.6%
VBR VANGUARD SMALL CAP VALUE ETF 1.4%
Value ($000) $2,479 Shares 13,584 Est. Cost $158.80 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 1.4%
Value ($000) $2,414 Shares 67,762 Est. Cost $31.27 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,246 Shares 12,315 Est. Cost $129.53 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,194 Shares 4,909 Est. Cost $242.49 Unrealized +72.1%
IWY ISHARES TR RUS TP200 GR ETF 1.2%
Value ($000) $2,109 Shares 9,830 Est. Cost $173.19 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.2%
Value ($000) $2,080 Shares 39,984 Est. Cost $53.27 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY 1.1%
Value ($000) $1,948 Shares 20,076 Est. Cost $97.67 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND 1.0%
Value ($000) $1,738 Shares 8,811 Est. Cost $141.07 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 1.0%
Value ($000) $1,726 Shares 18,160 Est. Cost $91.23 Unrealized
IMTM ISHARES TR MSCI INTL MOMENT 0.8%
Value ($000) $1,448 Shares 37,428 Est. Cost $38.69 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.8%
Value ($000) $1,391 Shares 12,605 Est. Cost $83.60 Unrealized
ONEV SPDR SER TR RUSSELL LOW VOL 0.8%
Value ($000) $1,353 Shares 11,448 Est. Cost $104.81 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.8%
Value ($000) $1,349 Shares 19,911 Est. Cost $55.71 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.7%
Value ($000) $1,308 Shares 35,341 Est. Cost $28.83 Unrealized
MCD MCDONALD S CORP 0.7%
Value ($000) $1,232 Shares 4,836 Est. Cost $245.25 Unrealized +4.0%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.7%
Value ($000) $1,210 Shares 4,524 Est. Cost $198.42 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.6%
Value ($000) $1,112 Shares 47,359 Est. Cost $23.74 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.6%
Value ($000) $1,041 Shares 19,107 Est. Cost $53.88 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL ETF 0.5%
Value ($000) $955 Shares 10,437 Est. Cost $91.12 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $934 Shares 8,770 Est. Cost $106.66 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $870 Shares 1,740 Est. Cost $358.17 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $869 Shares 7,036 Est. Cost $95.05 Unrealized +6.3%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $851 Shares 7,389 Est. Cost $97.26 Unrealized +13.2%
IJR ISHARES CORE S&P SMALL-CAP E 0.5%
Value ($000) $807 Shares 7,562 Est. Cost $96.95 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.4%
Value ($000) $763 Shares 5,221 Est. Cost $156.82 Unrealized -9.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.4%
Value ($000) $747 Shares 4,357 Est. Cost $94.52 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $719 Shares 3,132 Est. Cost $181.02 Unrealized
GD GENERAL DYNAMICS CORP COM USD1.00 0.4%
Value ($000) $702 Shares 2,418 Est. Cost $228.84 Unrealized +24.1%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $680 Shares 27,083 Est. Cost $23.84 Unrealized
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.4%
Value ($000) $669 Shares 20,763 Est. Cost $30.92 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $654 Shares 5,506 Est. Cost $84.80 Unrealized
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.4%
Value ($000) $631 Shares 2,684 Est. Cost $182.67 Unrealized
JPM JPMORGAN CHASE &CO. COM 0.3%
Value ($000) $586 Shares 2,897 Est. Cost $121.20 Unrealized +56.1%
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.3%
Value ($000) $553 Shares 5,632 Est. Cost $131.05 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.3%
Value ($000) $549 Shares 1,089 Est. Cost $116.61 Unrealized +314.5%
LLY ELI LILLY &CO COM 0.3%
Value ($000) $544 Shares 601 Est. Cost $412.34 Unrealized +91.8%
VIOV VANGUARD S&P SMALL-CAP 600 V 0.3%
Value ($000) $509 Shares 6,088 Est. Cost $118.85 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE NEXT 0.3%
Value ($000) $506 Shares 12,103 Est. Cost $30.84 Unrealized
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.3%
Value ($000) $472 Shares 12,291 Est. Cost $37.06 Unrealized
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.3%
Value ($000) $471 Shares 1,500 Est. Cost $223.85 Unrealized
IYF ISHARES US FINANCIALS ETF 0.3%
Value ($000) $470 Shares 4,975 Est. Cost $76.19 Unrealized
XSD SPDR SER TR S&P SEMICNDCTR 0.3%
Value ($000) $470 Shares 1,901 Est. Cost $184.11 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $468 Shares 1,871 Est. Cost $200.88 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $462 Shares 2,080 Est. Cost $52.69 Unrealized +336.7%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.3%
Value ($000) $453 Shares 8,227 Est. Cost $52.85 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.3%
Value ($000) $449 Shares 7,747 Est. Cost $51.53 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $436 Shares 2,258 Est. Cost $111.27 Unrealized +65.1%
VAW VANGUARD WORLD FD MATERIALS ETF 0.2%
Value ($000) $422 Shares 2,191 Est. Cost $170.22 Unrealized
MBB ISHARES TR MBS ETF 0.2%
Value ($000) $406 Shares 4,422 Est. Cost $92.76 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $405 Shares 1,835 Est. Cost $188.18 Unrealized +17.6%
XHB SPDR SER TR S&P HOMEBUILD 0.2%
Value ($000) $403 Shares 3,983 Est. Cost $60.31 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $402 Shares 7,840 Est. Cost $44.36 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $391 Shares 4,016 Est. Cost $92.95 Unrealized
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.2%
Value ($000) $377 Shares 8,144 Est. Cost $40.27 Unrealized
MRK MERCK &CO. INC COM 0.2%
Value ($000) $334 Shares 2,694 Est. Cost $92.80 Unrealized +31.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $319 Shares 1,603 Est. Cost $108.85 Unrealized +67.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $313 Shares 3,150 Est. Cost $93.99 Unrealized +12.3%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $308 Shares 822 Est. Cost $213.11 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.2%
Value ($000) $299 Shares 2,020 Est. Cost $153.37 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.2%
Value ($000) $296 Shares 2,328 Est. Cost $125.11 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.2%
Value ($000) $290 Shares 3,040 Est. Cost $57.61 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $288 Shares 4,252 Est. Cost $52.58 Unrealized +17.9%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $285 Shares 3,406 Est. Cost $82.48 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.2%
Value ($000) $281 Shares 1,073 Est. Cost $242.23 Unrealized +4.4%
MDYG SPDR SER TR S&P 400 MDCP GRW 0.2%
Value ($000) $279 Shares 3,314 Est. Cost $84.07 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $272 Shares 6,214 Est. Cost $39.03 Unrealized
INTC INTEL CORP COM USD0.001 0.2%
Value ($000) $271 Shares 8,740 Est. Cost $26.65 Unrealized +22.0%
ORCL ORACLE CORP 0.2%
Value ($000) $269 Shares 1,906 Est. Cost $73.20 Unrealized +67.1%
IHF ISHARES TR US HLTHCR PR ETF 0.1%
Value ($000) $261 Shares 4,975 Est. Cost $102.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.1%
Value ($000) $260 Shares 640 Est. Cost $296.98 Unrealized +37.6%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $249 Shares 1,659 Est. Cost $135.23 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.1%
Value ($000) $248 Shares 4,116 Est. Cost $52.04 Unrealized
VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF 0.1%
Value ($000) $237 Shares 2,527 Est. Cost $93.81 Unrealized
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $229 Shares 765 Est. Cost $155.01 Unrealized +62.4%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $228 Shares 1,170 Est. Cost $151.91 Unrealized +16.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $227 Shares 4,236 Est. Cost $47.73 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $226 Shares 1,908 Est. Cost $108.02 Unrealized
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $224 Shares 2,161 Est. Cost $93.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $220 Shares 433 Est. Cost $496.06 Unrealized -4.6%
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $214 Shares 1,756 Est. Cost $98.18 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $209 Shares 1,305 Est. Cost $140.11 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $195 Shares 909 Est. Cost $169.64 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $193 Shares 4,055 Est. Cost $41.70 Unrealized +8.6%
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $192 Shares 2,211 Est. Cost $119.91 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.1%
Value ($000) $192 Shares 2,944 Est. Cost $128.28 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $188 Shares 2,421 Est. Cost $73.97 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $185 Shares 1,007 Est. Cost $98.19 Unrealized +72.0%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $173 Shares 371 Est. Cost $426.76 Unrealized +3.5%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $164 Shares 951 Est. Cost $123.03 Unrealized +34.8%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $161 Shares 297 Est. Cost $384.91 Unrealized
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.1%
Value ($000) $160 Shares 1,456 Est. Cost $116.96 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $156 Shares 595 Est. Cost $214.39 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $155 Shares 853 Est. Cost $126.26 Unrealized +32.5%
PEP PEPSICO INC 0.1%
Value ($000) $152 Shares 923 Est. Cost $160.89 Unrealized +0.9%
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $150 Shares 1,168 Est. Cost $108.06 Unrealized
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $149 Shares 1,485 Est. Cost $87.65 Unrealized +14.2%
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $144 Shares 492 Est. Cost $285.70 Unrealized +2.4%
IHAK ISHARES TR CYBERSECURITY 0.1%
Value ($000) $141 Shares 3,068 Est. Cost $34.27 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $138 Shares 415 Est. Cost $206.59 Unrealized +63.9%
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $135 Shares 2,023 Est. Cost $55.43 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $135 Shares 861 Est. Cost $153.23 Unrealized -3.2%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $128 Shares 2,858 Est. Cost $43.57 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $124 Shares 1,231 Est. Cost $60.59 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $124 Shares 1,524 Est. Cost $67.45 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $121 Shares 17,394 Est. Cost $6.98 Unrealized +8.3%
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $121 Shares 2,914 Est. Cost $35.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $117 Shares 214 Est. Cost $397.42 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $116 Shares 4,146 Est. Cost $40.07 Unrealized -38.2%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $110 Shares 542 Est. Cost $169.33 Unrealized +23.4%
HD HOME DEPOT INC 0.1%
Value ($000) $109 Shares 316 Est. Cost $281.19 Unrealized +16.5%
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $102 Shares 440 Est. Cost $142.37 Unrealized +59.7%
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $102 Shares 3,433 Est. Cost $25.46 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $101 Shares 1,784 Est. Cost $38.72 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $100 Shares 62 Est. Cost $48.04 Unrealized +186.5%
LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF 0.1%
Value ($000) $98 Shares 911 Est. Cost $105.49 Unrealized
A AGILENT TECHNOLOGIES INC COM USD0.01 0.1%
Value ($000) $91 Shares 705 Est. Cost $139.69 Unrealized -1.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $90 Shares 568 Est. Cost $84.84 Unrealized +86.2%
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.1%
Value ($000) $89 Shares 2,296 Est. Cost $57.20 Unrealized
VDC VANGUARD WORLD FD CONSUM STP ETF 0.0%
Value ($000) $86 Shares 424 Est. Cost $191.71 Unrealized
HACK AMPLIFY TR CYBERSECURITY ETF 0.0%
Value ($000) $84 Shares 1,300 Est. Cost $64.09 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.0%
Value ($000) $81 Shares 1,039 Est. Cost $74.20 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $77 Shares 889 Est. Cost $75.84 Unrealized
KO COCA-COLA CO 0.0%
Value ($000) $75 Shares 1,184 Est. Cost $54.89 Unrealized +7.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $73 Shares 838 Est. Cost $80.91 Unrealized +2.1%
AMGN AMGEN INC 0.0%
Value ($000) $73 Shares 235 Est. Cost $242.73 Unrealized +15.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $73 Shares 340 Est. Cost $153.18 Unrealized +32.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $71 Shares 1,195 Est. Cost $49.12 Unrealized +15.8%
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $71 Shares 1,209 Est. Cost $53.34 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $68 Shares 673 Est. Cost $72.72 Unrealized
FNDC SCHWAB STRATEGIC TR FUNDAMENTAL INTL 0.0%
Value ($000) $67 Shares 1,925 Est. Cost $31.34 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $67 Shares 183 Est. Cost $214.24 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $66 Shares 917 Est. Cost $71.84 Unrealized
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $66 Shares 936 Est. Cost $58.67 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $65 Shares 2,099 Est. Cost $23.95 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $64 Shares 2,244 Est. Cost $26.50 Unrealized
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.0%
Value ($000) $63 Shares 555 Est. Cost $75.24 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $63 Shares 459 Est. Cost $170.48 Unrealized -14.3%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $62 Shares 2,318 Est. Cost $17.05 Unrealized +46.7%
EZM WISDOMTREE TR US MIDCAP FUND 0.0%
Value ($000) $62 Shares 1,066 Est. Cost $57.77 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $59 Shares 250 Est. Cost $93.28 Unrealized +126.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $58 Shares 741 Est. Cost $36.09 Unrealized +108.9%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $54 Shares 1,367 Est. Cost $34.32 Unrealized +7.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $51 Shares 1,766 Est. Cost $24.47 Unrealized
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $50 Shares 1,015 Est. Cost $41.96 Unrealized
TOTAL ENERGIES SE 0.0%
Value ($000) $48 Shares 718 Est. Cost $62.08 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $47 Shares 427 Est. Cost $133.49 Unrealized -20.5%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $46 Shares 760 Est. Cost $52.11 Unrealized +19.3%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $46 Shares 301 Est. Cost $95.16 Unrealized +42.4%
ADBE ADOBE INC COM 0.0%
Value ($000) $46 Shares 82 Est. Cost $319.83 Unrealized +51.4%
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $45 Shares 1,100 Est. Cost $46.99 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $44 Shares 1,479 Est. Cost $27.31 Unrealized
BUG GLOBAL X FDS CYBRSCURTY ETF 0.0%
Value ($000) $43 Shares 1,459 Est. Cost $23.45 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $43 Shares 98 Est. Cost $375.73 Unrealized +20.2%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $40 Shares 480 Est. Cost $72.17 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $40 Shares 1,017 Est. Cost $33.96 Unrealized +9.3%
V VISA INC 0.0%
Value ($000) $39 Shares 148 Est. Cost $196.98 Unrealized +37.5%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $38 Shares 875 Est. Cost $34.59 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $38 Shares 88 Est. Cost $291.87 Unrealized +43.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $36 Shares 2,247 Est. Cost $12.16 Unrealized
COST COSTCO WHOLESALE CORP COM USD0.01 0.0%
Value ($000) $36 Shares 43 Est. Cost $468.77 Unrealized +65.1%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $36 Shares 463 Est. Cost $75.92 Unrealized
PJP INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS 0.0%
Value ($000) $36 Shares 432 Est. Cost $79.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 450 Est. Cost $66.11 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $35 Shares 52 Est. Cost $28.05 Unrealized +122.7%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $34 Shares 2,394 Est. Cost $13.30 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $34 Shares 279 Est. Cost $120.60 Unrealized
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $33 Shares 732 Est. Cost $43.85 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $32 Shares 368 Est. Cost $88.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $32 Shares 781 Est. Cost $30.76 Unrealized +18.6%
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $32 Shares 408 Est. Cost $67.21 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $30 Shares 293 Est. Cost $78.47 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $29 Shares 1,179 Est. Cost $25.40 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $29 Shares 403 Est. Cost $76.02 Unrealized -4.0%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $29 Shares 504 Est. Cost $47.52 Unrealized
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $28 Shares 8,752 Est. Cost $8.60 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $27 Shares 473 Est. Cost $79.85 Unrealized -20.5%
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES 0.0%
Value ($000) $27 Shares 1,602 Est. Cost $20.97 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $27 Shares 392 Est. Cost $62.11 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $27 Shares 500 Est. Cost $51.47 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $26 Shares 655 Est. Cost $74.39 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $26 Shares 1,228 Est. Cost $13.48 Unrealized +30.7%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $26 Shares 95 Est. Cost $151.12 Unrealized +65.5%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $25 Shares 1,268 Est. Cost $15.23 Unrealized +16.4%
BLACKROCK INC COM USD0.01 0.0%
Value ($000) $25 Shares 32 Est. Cost $704.49 Unrealized
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $25 Shares 867 Est. Cost $48.65 Unrealized -41.5%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $24 Shares 477 Est. Cost $50.34 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $24 Shares 175 Est. Cost $126.15 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 106 Est. Cost $211.01 Unrealized -0.9%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $24 Shares 556 Est. Cost $37.99 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $23 Shares 1,858 Est. Cost $10.10 Unrealized +10.2%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $23 Shares 356 Est. Cost $58.01 Unrealized +12.3%
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.0%
Value ($000) $23 Shares 478 Est. Cost $46.73 Unrealized
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $23 Shares 200 Est. Cost $97.46 Unrealized +8.6%
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $23 Shares 451 Est. Cost $48.07 Unrealized -0.7%
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $23 Shares 1,219 Est. Cost $19.87 Unrealized -2.7%
MMM 3M CO 0.0%
Value ($000) $22 Shares 217 Est. Cost $90.68 Unrealized +4.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $22 Shares 82 Est. Cost $172.18 Unrealized +40.6%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 675 Est. Cost $32.49 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $22 Shares 563 Est. Cost $34.41 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $22 Shares 428 Est. Cost $49.16 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $21 Shares 611 Est. Cost $24.61 Unrealized +20.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $21 Shares 1,990 Est. Cost $8.76 Unrealized +16.9%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $20 Shares 378 Est. Cost $47.04 Unrealized
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value ($000) $20 Shares 265 Est. Cost $74.29 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $19 Shares 192 Est. Cost $84.81 Unrealized +11.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 421 Est. Cost $35.10 Unrealized +11.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $19 Shares 50 Est. Cost $136.88 Unrealized +143.0%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $18 Shares 100 Est. Cost $212.11 Unrealized -13.3%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $18 Shares 107 Est. Cost $137.22 Unrealized +14.5%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $18 Shares 368 Est. Cost $47.53 Unrealized
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $18 Shares 267 Est. Cost $63.78 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $18 Shares 330 Est. Cost $45.88 Unrealized
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $17 Shares 248 Est. Cost $65.10 Unrealized +4.7%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $17 Shares 106 Est. Cost $82.67 Unrealized +85.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $17 Shares 220 Est. Cost $74.80 Unrealized +8.8%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $17 Shares 125 Est. Cost $148.03 Unrealized -12.2%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $16 Shares 321 Est. Cost $50.48 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.0%
Value ($000) $16 Shares 115 Est. Cost $142.69 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $16 Shares 391 Est. Cost $49.01 Unrealized -16.3%
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $16 Shares 214 Est. Cost $95.30 Unrealized -5.9%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $16 Shares 553 Est. Cost $26.89 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $16 Shares 1,295 Est. Cost $37.06 Unrealized
IEO ISHARES TR US OIL GS EX ETF 0.0%
Value ($000) $16 Shares 157 Est. Cost $99.52 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $16 Shares 105 Est. Cost $137.98 Unrealized +7.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $15 Shares 112 Est. Cost $37.09 Unrealized +252.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $43.30 Unrealized +69.0%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $15 Shares 204 Est. Cost $65.31 Unrealized +9.5%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $15 Shares 89 Est. Cost $158.10 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $15 Shares 254 Est. Cost $77.52 Unrealized -24.5%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $15 Shares 148 Est. Cost $81.42 Unrealized +12.1%
SHEL SHELL PLC SPON ADS EA REP 2 ORD SHS 0.0%
Value ($000) $15 Shares 206 Est. Cost $72.13 Unrealized
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $15 Shares 105 Est. Cost $109.97 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $14 Shares 264 Est. Cost $35.80 Unrealized +57.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $14 Shares 108 Est. Cost $233.12 Unrealized -42.3%
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $14 Shares 645 Est. Cost $19.24 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 750 Est. Cost $12.15 Unrealized
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value ($000) $13 Shares 205 Est. Cost $62.33 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $13 Shares 117 Est. Cost $86.11 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $13 Shares 74 Est. Cost $143.20 Unrealized +14.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $12 Shares 63 Est. Cost $186.71 Unrealized -5.6%
T AT&T INC COM USD1 0.0%
Value ($000) $12 Shares 633 Est. Cost $15.07 Unrealized +7.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $12 Shares 415 Est. Cost $33.54 Unrealized -20.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $12 Shares 219 Est. Cost $38.98 Unrealized +30.1%
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $12 Shares 50 Est. Cost $245.62 Unrealized -11.5%
TSLA TESLA INC COM 0.0%
Value ($000) $11 Shares 58 Est. Cost $189.34 Unrealized -7.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $109.40 Unrealized +5.5%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $40.91 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 211 Est. Cost $40.59 Unrealized +26.2%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $11 Shares 165 Est. Cost $58.36 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $11 Shares 235 Est. Cost $46.77 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $11 Shares 248 Est. Cost $31.24 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.0%
Value ($000) $11 Shares 542 Est. Cost $18.20 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.73 Unrealized +11.1%
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $10 Shares 55 Est. Cost $340.00 Unrealized -37.3%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $10 Shares 404 Est. Cost $18.85 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $10 Shares 231 Est. Cost $38.84 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $9 Shares 133 Est. Cost $73.82 Unrealized -8.4%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $9 Shares 500 Est. Cost $15.06 Unrealized +16.6%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $9 Shares 263 Est. Cost $31.84 Unrealized +1.6%
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $9 Shares 166 Est. Cost $53.02 Unrealized
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $9 Shares 284 Est. Cost $30.72 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $9 Shares 195 Est. Cost $46.08 Unrealized -0.2%
AMEDISYS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.54 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 118 Est. Cost $74.41 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $9 Shares 254 Est. Cost $40.46 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.96 Unrealized -11.6%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $8 Shares 195 Est. Cost $30.16 Unrealized +26.3%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.41 Unrealized +2.1%
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $8 Shares 140 Est. Cost $41.71 Unrealized +33.6%
BROOKFIELD RENEWABLE CORP CLASS A SUBORDINATE VOTING SHARES ISIN #CA11284V1058 SEDOL #BMXWR83 0.0%
Value ($000) $8 Shares 290 Est. Cost $27.56 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $8 Shares 126 Est. Cost $47.89 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $8 Shares 595 Est. Cost $19.84 Unrealized
VERONA PHARMA SPON ADR EACH REP 8 ORD SHS 0.0%
Value ($000) $8 Shares 545 Est. Cost $16.09 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.62 Unrealized +20.4%
CRNC CERENCE INC COM 0.0%
Value ($000) $8 Shares 2,708 Est. Cost $17.13 Unrealized -58.4%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $8 Shares 106 Est. Cost $74.83 Unrealized -6.8%
KELLANOVA COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $60.72 Unrealized -7.5%
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $7 Shares 52 Est. Cost $316.26 Unrealized -46.5%
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $7 Shares 130 Est. Cost $57.21 Unrealized
AFL AFLAC INC COM USD0.10 0.0%
Value ($000) $7 Shares 83 Est. Cost $62.93 Unrealized +32.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $7 Shares 63 Est. Cost $86.90 Unrealized +22.8%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 50 Est. Cost $91.37 Unrealized +52.8%
C CITIGROUP INC 0.0%
Value ($000) $7 Shares 110 Est. Cost $40.56 Unrealized +44.7%
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $7 Shares 263 Est. Cost $24.53 Unrealized
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $7 Shares 50 Est. Cost $159.11 Unrealized -11.0%
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $7 Shares 211 Est. Cost $31.47 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 30 Est. Cost $178.69 Unrealized +2.9%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 63 Est. Cost $88.10 Unrealized +6.3%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $6 Shares 79 Est. Cost $87.55 Unrealized -10.8%
NDAQ NASDAQ INC COM STK 0.0%
Value ($000) $6 Shares 102 Est. Cost $49.01 Unrealized +20.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 20 Est. Cost $351.41 Unrealized -22.3%
REMX VANECK ETF TRUST RARE EARTH AND S 0.0%
Value ($000) $6 Shares 136 Est. Cost $76.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $6 Shares 28 Est. Cost $213.11 Unrealized
KR KROGER CO COM USD1.00 0.0%
Value ($000) $6 Shares 115 Est. Cost $42.86 Unrealized +21.4%
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $6 Shares 258 Est. Cost $16.40 Unrealized
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.65 Unrealized +12.0%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $5 Shares 126 Est. Cost $40.82 Unrealized -3.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $5 Shares 814 Est. Cost $11.85 Unrealized -42.0%
AA ALCOA CORP COM 0.0%
Value ($000) $5 Shares 129 Est. Cost $41.94 Unrealized -9.5%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $5 Shares 104 Est. Cost $40.82 Unrealized
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $5 Shares 449 Est. Cost $10.13 Unrealized
CRD/A CRAWFORD & CO 0.0%
Value ($000) $5 Shares 571 Est. Cost $5.56 Unrealized +59.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 161 Est. Cost $10.06 Unrealized +138.3%
IVOL KRANESHARES TRUST QUADRTC INT RT 0.0%
Value ($000) $4 Shares 226 Est. Cost $22.61 Unrealized
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $4 Shares 199 Est. Cost $21.97 Unrealized -15.0%
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $4 Shares 296 Est. Cost $7.18 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $241.04 Unrealized +47.1%
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $4 Shares 220 Est. Cost $9.12 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $39.17 Unrealized +53.7%
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $3 Shares 204 Est. Cost $17.18 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +26.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $96.83 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.01 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $3 Shares 52 Est. Cost $60.70 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $71.00 Unrealized +32.0%
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) $2 Shares 882 Est. Cost $7.92 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $61.14 Unrealized -11.6%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $93.96 Unrealized +68.7%
SNAP SNAP INC CL A 0.0%
Value ($000) $2 Shares 125 Est. Cost $9.86 Unrealized +45.4%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.48 Unrealized -72.2%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.82 Unrealized
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.49 Unrealized +108.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.07 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.45 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.33 Unrealized -31.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $101.00 Unrealized +51.3%
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $1 Shares 600 Est. Cost $4.44 Unrealized -37.2%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $1 Shares 48 Est. Cost $9.25 Unrealized +196.3%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $1 Shares 24 Est. Cost $62.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.58 Unrealized +197.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.32 Unrealized +24.9%
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized +45.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 149 Est. Cost $11.29 Unrealized -29.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.63 Unrealized +43.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.57 Unrealized -3.2%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized -11.8%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $13.93 Unrealized -49.0%
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +37.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.24 Unrealized +51.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.51 Unrealized +0.1%
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 166 Est. Cost $4.63 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 31 Est. Cost $13.47 Unrealized
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $1 Shares 400 Est. Cost $1.30 Unrealized -36.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 11 Est. Cost $23.85 Unrealized +65.3%
LVS LAS VEGAS SANDS CORP COM USD0.001 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.52 Unrealized +11.5%
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized +28.6%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $26.69 Unrealized -54.1%
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 +156.6%
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 -31.5%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized +14.1%