Financial Freedom, LLC Diversified Active

CIK: 0001965484 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 18, 2025

Total Value ($000): $174,123 (100.0% shares, 0.0% debt)

Holdings (364)

VCIT VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF 8.1%
Value ($000) $14,148 Shares 173,046 Est. Cost $78.20 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 7.1%
Value ($000) $12,351 Shares 26,338 Est. Cost $272.40 Unrealized
VGT VANGUARD WORLD FD INF TECH ETF 4.7%
Value ($000) $8,232 Shares 15,177 Est. Cost $321.25 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 4.4%
Value ($000) $7,690 Shares 82,291 Est. Cost $87.36 Unrealized
PG PROCTER AND GAMBLE CO COM 4.0%
Value ($000) $7,031 Shares 41,255 Est. Cost $130.62 Unrealized +25.5%
VCR VANGUARD WORLD FD CONSUM DIS ETF 3.7%
Value ($000) $6,492 Shares 19,944 Est. Cost $222.93 Unrealized
VFH VANGUARD WORLD FD FINANCIALS ETF 3.7%
Value ($000) $6,422 Shares 53,757 Est. Cost $82.66 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.2%
Value ($000) $5,616 Shares 38,464 Est. Cost $141.38 Unrealized
IMTM ISHARES TR MSCI INTL MOMENT 2.9%
Value ($000) $5,024 Shares 125,789 Est. Cost $39.22 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 2.7%
Value ($000) $4,660 Shares 22,093 Est. Cost $194.59 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 2.6%
Value ($000) $4,589 Shares 46,391 Est. Cost $98.16 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 2.3%
Value ($000) $3,974 Shares 18,792 Est. Cost $229.71 Unrealized
IYW ISHARES US TECHNOLOGY ETF 2.2%
Value ($000) $3,835 Shares 27,307 Est. Cost $149.85 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.1%
Value ($000) $3,724 Shares 16,791 Est. Cost $186.48 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 1.9%
Value ($000) $3,314 Shares 66,538 Est. Cost $35.81 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 1.8%
Value ($000) $3,068 Shares 23,655 Est. Cost $121.67 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.6%
Value ($000) $2,817 Shares 10,894 Est. Cost $209.16 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR ETF 1.6%
Value ($000) $2,808 Shares 10,606 Est. Cost $249.62 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.5%
Value ($000) $2,559 Shares 13,735 Est. Cost $158.80 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,501 Shares 11,258 Est. Cost $140.70 Unrealized +64.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,255 Shares 11,418 Est. Cost $129.53 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.2%
Value ($000) $2,116 Shares 78,675 Est. Cost $39.48 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND 1.2%
Value ($000) $2,041 Shares 10,137 Est. Cost $149.86 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 1.1%
Value ($000) $1,962 Shares 39,537 Est. Cost $50.47 Unrealized
IGM ISHARES TR EXPND TEC SC ETF 1.1%
Value ($000) $1,857 Shares 20,481 Est. Cost $90.67 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY 1.0%
Value ($000) $1,811 Shares 19,787 Est. Cost $98.02 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,787 Shares 4,761 Est. Cost $242.49 Unrealized +67.1%
MCD MCDONALD S CORP 0.9%
Value ($000) $1,492 Shares 4,776 Est. Cost $245.25 Unrealized +19.4%
IWP ISHARES TR RUS MD CP GR ETF 0.8%
Value ($000) $1,471 Shares 12,521 Est. Cost $83.60 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.8%
Value ($000) $1,338 Shares 35,461 Est. Cost $28.83 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.8%
Value ($000) $1,311 Shares 13,545 Est. Cost $91.85 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.7%
Value ($000) $1,229 Shares 4,472 Est. Cost $199.95 Unrealized
ONEV SPDR SER TR RUSSELL LOW VOL 0.7%
Value ($000) $1,148 Shares 9,054 Est. Cost $104.81 Unrealized
NANR SPDR INDEX SHS FDS S&P NORTH AMER 0.6%
Value ($000) $1,072 Shares 19,313 Est. Cost $53.98 Unrealized
ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 0.5%
Value ($000) $911 Shares 27,052 Est. Cost $31.54 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $896 Shares 7,531 Est. Cost $97.26 Unrealized +10.2%
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 0.5%
Value ($000) $895 Shares 1,742 Est. Cost $358.17 Unrealized
JNJ JOHNSON &JOHNSON COM 0.5%
Value ($000) $872 Shares 5,258 Est. Cost $156.82 Unrealized -2.8%
IMCG ISHARES TR MRGSTR MD CP GRW 0.5%
Value ($000) $865 Shares 12,111 Est. Cost $55.71 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL ETF 0.5%
Value ($000) $819 Shares 8,991 Est. Cost $91.12 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $794 Shares 7,326 Est. Cost $100.87 Unrealized +25.6%
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 0.5%
Value ($000) $785 Shares 3,800 Est. Cost $178.95 Unrealized
IYF ISHARES US FINANCIALS ETF 0.4%
Value ($000) $735 Shares 6,511 Est. Cost $83.88 Unrealized
JPM JPMORGAN CHASE &CO. COM 0.4%
Value ($000) $715 Shares 2,914 Est. Cost $121.20 Unrealized +107.0%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.4%
Value ($000) $708 Shares 27,708 Est. Cost $23.84 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.4%
Value ($000) $703 Shares 4,361 Est. Cost $98.56 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $675 Shares 5,530 Est. Cost $84.80 Unrealized
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $659 Shares 2,418 Est. Cost $228.84 Unrealized +11.8%
XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 0.4%
Value ($000) $656 Shares 5,771 Est. Cost $110.04 Unrealized
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.4%
Value ($000) $625 Shares 2,526 Est. Cost $182.67 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $621 Shares 5,893 Est. Cost $106.66 Unrealized
EMGF ISHARES INC EMNG MKTS EQT 0.3%
Value ($000) $570 Shares 12,188 Est. Cost $46.73 Unrealized
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.3%
Value ($000) $569 Shares 26,906 Est. Cost $23.74 Unrealized
XSMO INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT 0.3%
Value ($000) $566 Shares 9,017 Est. Cost $63.48 Unrealized
VFMO VANGUARD WELLINGTON FD US MOMENTUM FACTOR 0.3%
Value ($000) $560 Shares 3,689 Est. Cost $152.35 Unrealized
SIXG ETF SER SOLUTIONS DEFIANCE CONNECT 0.3%
Value ($000) $538 Shares 12,653 Est. Cost $31.32 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.3%
Value ($000) $537 Shares 5,132 Est. Cost $96.95 Unrealized
META META PLATFORMS INC CLASS A COMMON STOCK 0.3%
Value ($000) $521 Shares 905 Est. Cost $116.61 Unrealized +451.6%
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.3%
Value ($000) $509 Shares 1,646 Est. Cost $233.89 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.3%
Value ($000) $503 Shares 7,241 Est. Cost $51.53 Unrealized
LLY ELI LILLY &CO COM 0.3%
Value ($000) $497 Shares 602 Est. Cost $412.34 Unrealized +100.5%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.3%
Value ($000) $473 Shares 1,934 Est. Cost $181.02 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.3%
Value ($000) $472 Shares 1,873 Est. Cost $200.88 Unrealized
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 0.3%
Value ($000) $456 Shares 4,728 Est. Cost $131.05 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.3%
Value ($000) $444 Shares 4,607 Est. Cost $96.29 Unrealized
VAW VANGUARD WORLD FD MATERIALS ETF 0.3%
Value ($000) $435 Shares 2,306 Est. Cost $172.03 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.2%
Value ($000) $415 Shares 1,780 Est. Cost $188.18 Unrealized +28.6%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $404 Shares 7,895 Est. Cost $44.36 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $398 Shares 2,091 Est. Cost $111.27 Unrealized +95.0%
XHB SPDR SER TR S&P HOMEBUILD 0.2%
Value ($000) $387 Shares 3,990 Est. Cost $60.31 Unrealized
MBB ISHARES TR MBS ETF 0.2%
Value ($000) $386 Shares 4,116 Est. Cost $92.76 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.2%
Value ($000) $360 Shares 6,997 Est. Cost $52.85 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $353 Shares 4,023 Est. Cost $52.58 Unrealized +76.8%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.2%
Value ($000) $320 Shares 600 Est. Cost $296.98 Unrealized +63.7%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $309 Shares 3,414 Est. Cost $82.48 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.2%
Value ($000) $305 Shares 824 Est. Cost $213.11 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.2%
Value ($000) $301 Shares 890 Est. Cost $242.23 Unrealized +33.1%
IVOG VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 0.2%
Value ($000) $301 Shares 2,915 Est. Cost $114.71 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.2%
Value ($000) $288 Shares 1,689 Est. Cost $153.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 0.2%
Value ($000) $285 Shares 6,306 Est. Cost $39.11 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $277 Shares 2,808 Est. Cost $93.99 Unrealized +13.1%
ORCL ORACLE CORP 0.2%
Value ($000) $267 Shares 1,912 Est. Cost $73.20 Unrealized +120.7%
MDYG SPDR SER TR S&P 400 MDCP GRW 0.2%
Value ($000) $264 Shares 3,323 Est. Cost $84.31 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $262 Shares 909 Est. Cost $169.64 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.1%
Value ($000) $258 Shares 7,094 Est. Cost $31.27 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value ($000) $257 Shares 1,603 Est. Cost $135.23 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $255 Shares 4,125 Est. Cost $41.70 Unrealized +44.1%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $251 Shares 1,944 Est. Cost $108.02 Unrealized
MRK MERCK &CO. INC COM 0.1%
Value ($000) $244 Shares 2,721 Est. Cost $92.80 Unrealized -2.9%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $241 Shares 970 Est. Cost $123.03 Unrealized +94.6%
ONEY SPDR SER TR RUSSELL YIELD 0.1%
Value ($000) $238 Shares 2,181 Est. Cost $93.72 Unrealized
VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF 0.1%
Value ($000) $235 Shares 2,538 Est. Cost $93.81 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $230 Shares 1,756 Est. Cost $98.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $228 Shares 436 Est. Cost $496.06 Unrealized +0.7%
FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 0.1%
Value ($000) $223 Shares 4,199 Est. Cost $40.27 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 0.1%
Value ($000) $217 Shares 3,486 Est. Cost $52.04 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $215 Shares 1,401 Est. Cost $108.85 Unrealized +46.7%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.1%
Value ($000) $214 Shares 1,189 Est. Cost $151.91 Unrealized +20.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $207 Shares 3,843 Est. Cost $47.81 Unrealized
RTX RTX CORPORATION COM USD1.00 0.1%
Value ($000) $197 Shares 1,486 Est. Cost $87.65 Unrealized +42.3%
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $197 Shares 2,211 Est. Cost $119.91 Unrealized
AON AON PLC SHS CL A COM USD0.01 0.1%
Value ($000) $196 Shares 492 Est. Cost $285.70 Unrealized +33.6%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $190 Shares 1,102 Est. Cost $140.11 Unrealized
FDX FEDEX CORP COM USD0.10 0.1%
Value ($000) $188 Shares 771 Est. Cost $155.01 Unrealized +63.6%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $186 Shares 1,080 Est. Cost $52.69 Unrealized +359.5%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.1%
Value ($000) $173 Shares 309 Est. Cost $391.72 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 V 0.1%
Value ($000) $171 Shares 2,040 Est. Cost $118.85 Unrealized
LMT LOCKHEED MARTIN CORP COM USD1.00 0.1%
Value ($000) $169 Shares 378 Est. Cost $426.76 Unrealized +5.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $151 Shares 964 Est. Cost $98.19 Unrealized +85.8%
DTCR GLOBAL X FDS DATA CTR &DIGIT 0.1%
Value ($000) $148 Shares 9,118 Est. Cost $16.28 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $147 Shares 880 Est. Cost $153.23 Unrealized -1.8%
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $147 Shares 1,178 Est. Cost $108.06 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $142 Shares 2,023 Est. Cost $55.43 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $142 Shares 944 Est. Cost $160.61 Unrealized -10.7%
IAT ISHARES TR US REGNL BKS ETF 0.1%
Value ($000) $139 Shares 2,981 Est. Cost $35.95 Unrealized
MAGS LISTED FD TR ROUNDHILL MAGNIF 0.1%
Value ($000) $137 Shares 2,987 Est. Cost $45.86 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $135 Shares 410 Est. Cost $206.59 Unrealized +70.4%
IHF ISHARES TR US HLTHCR PR ETF 0.1%
Value ($000) $134 Shares 2,539 Est. Cost $102.08 Unrealized
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.1%
Value ($000) $133 Shares 1,433 Est. Cost $92.53 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $130 Shares 1,531 Est. Cost $67.45 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $129 Shares 837 Est. Cost $126.26 Unrealized +43.1%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $123 Shares 464 Est. Cost $169.33 Unrealized +44.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $121 Shares 215 Est. Cost $397.42 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $118 Shares 440 Est. Cost $142.37 Unrealized +105.4%
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $118 Shares 1,242 Est. Cost $60.59 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $114 Shares 570 Est. Cost $84.84 Unrealized +130.7%
CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 0.1%
Value ($000) $113 Shares 1,789 Est. Cost $38.72 Unrealized
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.1%
Value ($000) $113 Shares 17,394 Est. Cost $6.98 Unrealized +2.9%
FNDE SCHWAB FUNDAMENTAL EM L/C 0.1%
Value ($000) $111 Shares 3,597 Est. Cost $25.60 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $105 Shares 410 Est. Cost $214.39 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $103 Shares 4,052 Est. Cost $40.07 Unrealized -38.3%
LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF 0.1%
Value ($000) $102 Shares 941 Est. Cost $105.59 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $97 Shares 2,117 Est. Cost $43.57 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $96 Shares 742 Est. Cost $36.09 Unrealized +251.1%
VDC VANGUARD WORLD FD CONSUM STP ETF 0.1%
Value ($000) $95 Shares 433 Est. Cost $191.94 Unrealized
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $94 Shares 4,153 Est. Cost $26.65 Unrealized -17.9%
HACK AMPLIFY TR CYBERSECURITY ETF 0.1%
Value ($000) $93 Shares 1,301 Est. Cost $64.09 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.1%
Value ($000) $93 Shares 1,187 Est. Cost $128.28 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $92 Shares 844 Est. Cost $80.91 Unrealized +21.7%
XLRE SELECT SECTOR SPDR TR RL EST SEL SEC 0.1%
Value ($000) $88 Shares 2,094 Est. Cost $37.06 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $87 Shares 239 Est. Cost $281.19 Unrealized +35.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $87 Shares 1,207 Est. Cost $49.12 Unrealized +50.0%
KO COCA-COLA CO 0.0%
Value ($000) $87 Shares 1,208 Est. Cost $55.00 Unrealized +18.1%
A AGILENT TECHNOLOGIES INC COM USD0.01 0.0%
Value ($000) $83 Shares 705 Est. Cost $139.69 Unrealized -4.1%
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.0%
Value ($000) $81 Shares 1,039 Est. Cost $74.20 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $79 Shares 341 Est. Cost $153.18 Unrealized +42.6%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value ($000) $78 Shares 889 Est. Cost $75.84 Unrealized
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $77 Shares 1,635 Est. Cost $34.27 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 0.0%
Value ($000) $75 Shares 1,233 Est. Cost $53.41 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $74 Shares 2,969 Est. Cost $25.04 Unrealized
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $73 Shares 760 Est. Cost $52.11 Unrealized +94.5%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value ($000) $72 Shares 2,318 Est. Cost $17.05 Unrealized +77.2%
FNDC SCHWAB STRATEGIC TR FUNDAMENTAL INTL 0.0%
Value ($000) $72 Shares 1,994 Est. Cost $31.42 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $72 Shares 231 Est. Cost $242.73 Unrealized +18.3%
IMCB ISHARES TR MRGSTR MD CP ETF 0.0%
Value ($000) $69 Shares 936 Est. Cost $58.67 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $69 Shares 943 Est. Cost $71.84 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.0%
Value ($000) $69 Shares 459 Est. Cost $170.48 Unrealized -3.1%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $68 Shares 2,286 Est. Cost $26.50 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $66 Shares 183 Est. Cost $214.24 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY TECH ETF 0.0%
Value ($000) $64 Shares 1,655 Est. Cost $57.20 Unrealized
EZM WISDOMTREE TR US MIDCAP FUND 0.0%
Value ($000) $64 Shares 1,067 Est. Cost $57.77 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $63 Shares 1,858 Est. Cost $24.82 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $58 Shares 1,385 Est. Cost $34.32 Unrealized +27.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $55 Shares 330 Est. Cost $147.03 Unrealized +42.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $55 Shares 2,953 Est. Cost $13.87 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $54 Shares 98 Est. Cost $375.73 Unrealized +44.3%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $52 Shares 441 Est. Cost $132.76 Unrealized -21.4%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $52 Shares 312 Est. Cost $96.76 Unrealized +72.5%
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.0%
Value ($000) $52 Shares 875 Est. Cost $34.59 Unrealized
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.0%
Value ($000) $52 Shares 1,015 Est. Cost $41.96 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $51 Shares 1,835 Est. Cost $50.04 Unrealized
PNQI INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $46.99 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $48 Shares 52 Est. Cost $28.05 Unrealized +239.0%
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $47 Shares 1,493 Est. Cost $27.31 Unrealized
TOTAL ENERGIES SE 0.0%
Value ($000) $46 Shares 718 Est. Cost $62.08 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $46 Shares 635 Est. Cost $74.98 Unrealized +4.2%
HPQ HP INC COM 0.0%
Value ($000) $42 Shares 1,499 Est. Cost $27.98 Unrealized +8.5%
CMCSA COMCAST CORP 0.0%
Value ($000) $38 Shares 1,027 Est. Cost $33.96 Unrealized +3.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $37 Shares 279 Est. Cost $120.60 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $37 Shares 1,313 Est. Cost $15.52 Unrealized +72.1%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.0%
Value ($000) $37 Shares 743 Est. Cost $43.85 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 457 Est. Cost $66.25 Unrealized
AMAT APPLIED MATERIALS INC COM USD0.01 0.0%
Value ($000) $36 Shares 250 Est. Cost $93.28 Unrealized +78.7%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.0%
Value ($000) $36 Shares 460 Est. Cost $75.92 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $36 Shares 800 Est. Cost $30.76 Unrealized +28.7%
VERONA PHARMA SPON ADR EACH REP 8 ORD SHS 0.0%
Value ($000) $35 Shares 545 Est. Cost $16.09 Unrealized
PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 0.0%
Value ($000) $34 Shares 294 Est. Cost $78.47 Unrealized
FLG FLAGSTAR FINANCIAL INC COM NEW 0.0%
Value ($000) $34 Shares 2,925 Est. Cost $10.59 Unrealized +5.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $34 Shares 2,197 Est. Cost $16.05 Unrealized +20.9%
PJP INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS 0.0%
Value ($000) $33 Shares 383 Est. Cost $79.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $32 Shares 219 Est. Cost $90.68 Unrealized +59.4%
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $32 Shares 1,112 Est. Cost $23.95 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $31 Shares 82 Est. Cost $319.83 Unrealized +34.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $31 Shares 473 Est. Cost $79.85 Unrealized -2.7%
BLK BLACKROCK INC COM 0.0%
Value ($000) $31 Shares 32 Est. Cost $991.05 Unrealized -2.9%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $31 Shares 368 Est. Cost $88.11 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $30 Shares 504 Est. Cost $47.52 Unrealized
XTN SPDR SER TR S&P TRANSN ETF 0.0%
Value ($000) $30 Shares 408 Est. Cost $67.21 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $30 Shares 405 Est. Cost $62.30 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value ($000) $29 Shares 512 Est. Cost $51.57 Unrealized
LNT ALLIANT ENERGY CORP COM USD0.01 0.0%
Value ($000) $29 Shares 451 Est. Cost $48.07 Unrealized +23.9%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $28 Shares 2,394 Est. Cost $13.30 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $27 Shares 1,229 Est. Cost $25.36 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $27 Shares 89 Est. Cost $158.10 Unrealized +120.2%
QTUM ETF SER SOLUTIONS DEFIANCE QUANT 0.0%
Value ($000) $27 Shares 360 Est. Cost $74.53 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $27 Shares 442 Est. Cost $35.73 Unrealized +42.8%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $25 Shares 491 Est. Cost $50.36 Unrealized
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.0%
Value ($000) $25 Shares 566 Est. Cost $38.06 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value ($000) $25 Shares 362 Est. Cost $58.01 Unrealized +3.0%
VTIP VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX 0.0%
Value ($000) $24 Shares 491 Est. Cost $46.76 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $24 Shares 82 Est. Cost $172.18 Unrealized +66.3%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.0%
Value ($000) $24 Shares 153 Est. Cost $82.52 Unrealized +66.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $24 Shares 397 Est. Cost $49.01 Unrealized +13.2%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $24 Shares 404 Est. Cost $76.02 Unrealized -11.3%
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES 0.0%
Value ($000) $23 Shares 1,652 Est. Cost $20.80 Unrealized
V VISA INC 0.0%
Value ($000) $23 Shares 67 Est. Cost $196.98 Unrealized +70.7%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value ($000) $23 Shares 192 Est. Cost $84.81 Unrealized +30.3%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value ($000) $23 Shares 107 Est. Cost $82.67 Unrealized +157.5%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 698 Est. Cost $32.50 Unrealized
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $23 Shares 110 Est. Cost $137.22 Unrealized +38.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $23 Shares 1,161 Est. Cost $26.28 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 106 Est. Cost $211.01 Unrealized -2.4%
DWM WISDOMTREE TR INTL EQUITY FD 0.0%
Value ($000) $22 Shares 378 Est. Cost $47.04 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $22 Shares 45 Est. Cost $291.87 Unrealized +77.7%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $22 Shares 867 Est. Cost $48.65 Unrealized -50.8%
CRNC CERENCE INC COM 0.0%
Value ($000) $21 Shares 2,708 Est. Cost $17.13 Unrealized -28.2%
MET METLIFE INC COM USD0.01 0.0%
Value ($000) $20 Shares 248 Est. Cost $65.10 Unrealized +24.7%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $19 Shares 330 Est. Cost $45.88 Unrealized
EUAD SPINNAKER ETF SERIES SELECT STOXX EUROPE AEROSPACE DEFNSE ETF 0.0%
Value ($000) $19 Shares 579 Est. Cost $33.53 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $19 Shares 212 Est. Cost $68.75 Unrealized +51.6%
NLR VANECK ETF TRUST URANIUM AND NUCL 0.0%
Value ($000) $19 Shares 261 Est. Cost $73.27 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $19 Shares 382 Est. Cost $47.57 Unrealized
TROW PRICE T ROWE GROUPS COM USD0.20 0.0%
Value ($000) $18 Shares 200 Est. Cost $97.46 Unrealized +3.2%
T AT&T INC COM USD1 0.0%
Value ($000) $18 Shares 636 Est. Cost $15.07 Unrealized +61.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $18 Shares 2,049 Est. Cost $8.78 Unrealized +14.2%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value ($000) $18 Shares 263 Est. Cost $76.77 Unrealized -24.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $18 Shares 50 Est. Cost $136.88 Unrealized +178.4%
IGSB ISHARES TR ISHS 1-5YR INVS 0.0%
Value ($000) $17 Shares 331 Est. Cost $50.50 Unrealized
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $17 Shares 561 Est. Cost $26.89 Unrealized
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value ($000) $17 Shares 100 Est. Cost $212.11 Unrealized -24.9%
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $17 Shares 105 Est. Cost $109.97 Unrealized
EWO ISHARES MSCI AUSTRIA ETF 0.0%
Value ($000) $17 Shares 663 Est. Cost $19.29 Unrealized
TAN INVESCO EXCH TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $17 Shares 544 Est. Cost $74.39 Unrealized
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $16 Shares 273 Est. Cost $63.94 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $16 Shares 17 Est. Cost $468.77 Unrealized +107.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $16 Shares 86 Est. Cost $151.12 Unrealized +38.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 Shares 201 Est. Cost $74.80 Unrealized +14.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 793 Est. Cost $12.48 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.0%
Value ($000) $15 Shares 207 Est. Cost $65.31 Unrealized +12.7%
SHEL SHELL PLC SPON ADS EA REP 2 ORD SHS 0.0%
Value ($000) $15 Shares 206 Est. Cost $72.13 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $15 Shares 222 Est. Cost $38.98 Unrealized +68.6%
TSLA TESLA INC COM 0.0%
Value ($000) $15 Shares 58 Est. Cost $189.34 Unrealized +76.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $15 Shares 1,336 Est. Cost $36.20 Unrealized
IEO ISHARES TR US OIL GS EX ETF 0.0%
Value ($000) $15 Shares 157 Est. Cost $99.52 Unrealized
VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 0.0%
Value ($000) $14 Shares 119 Est. Cost $86.11 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $14 Shares 125 Est. Cost $148.03 Unrealized -23.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $186.71 Unrealized +1.5%
NKE NIKE INC CLASS B COM NPV 0.0%
Value ($000) $14 Shares 215 Est. Cost $95.30 Unrealized -24.4%
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value ($000) $13 Shares 101 Est. Cost $126.15 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $12 Shares 266 Est. Cost $35.80 Unrealized +30.7%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 282 Est. Cost $41.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $12 Shares 74 Est. Cost $143.20 Unrealized +14.9%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $12 Shares 417 Est. Cost $19.00 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $12 Shares 248 Est. Cost $31.24 Unrealized
BK BANK OF NEW YORK MELLON CORP COM USD0.01 0.0%
Value ($000) $12 Shares 140 Est. Cost $41.71 Unrealized +97.9%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $12 Shares 168 Est. Cost $58.50 Unrealized
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.0%
Value ($000) $12 Shares 263 Est. Cost $31.84 Unrealized +30.0%
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value ($000) $12 Shares 235 Est. Cost $46.77 Unrealized
PAYC PAYCOM SOFTWARE INC COM USD0.01 0.0%
Value ($000) $11 Shares 52 Est. Cost $316.26 Unrealized -33.7%
TGT TARGET CORP 0.0%
Value ($000) $11 Shares 107 Est. Cost $137.98 Unrealized -12.9%
KELLANOVA COM 0.0%
Value ($000) $11 Shares 133 Est. Cost $60.72 Unrealized +31.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $30.51 Unrealized +72.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.73 Unrealized +15.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $109.40 Unrealized -11.5%
RSPR INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL 0.0%
Value ($000) $10 Shares 284 Est. Cost $30.72 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $10 Shares 166 Est. Cost $53.02 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $10 Shares 135 Est. Cost $70.35 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $10 Shares 136 Est. Cost $73.82 Unrealized -7.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 118 Est. Cost $74.41 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $9 Shares 500 Est. Cost $15.06 Unrealized +59.9%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $9 Shares 231 Est. Cost $38.84 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $63.44 Unrealized +64.0%
EPAM EPAM SYS INC COM USD0.001 0.0%
Value ($000) $9 Shares 55 Est. Cost $340.00 Unrealized -35.1%
AMEDISYS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.54 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $59.62 Unrealized +41.1%
INFL LISTED FD TR HORIZON KINETICS 0.0%
Value ($000) $9 Shares 214 Est. Cost $31.47 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EXCHANGEABLE SUB VOTING SHS ISIN #CA11285B1085 SEDOL #BSQLLY3 0.0%
Value ($000) $8 Shares 297 Est. Cost $29.14 Unrealized -9.7%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $8 Shares 384 Est. Cost $31.04 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $8 Shares 195 Est. Cost $46.08 Unrealized -13.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.96 Unrealized -21.2%
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.0%
Value ($000) $8 Shares 115 Est. Cost $142.69 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 112 Est. Cost $40.56 Unrealized +83.8%
KR KROGER CO COM USD1.00 0.0%
Value ($000) $8 Shares 115 Est. Cost $42.86 Unrealized +45.3%
NDAQ NASDAQ INC COM STK 0.0%
Value ($000) $8 Shares 103 Est. Cost $49.01 Unrealized +58.7%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $8 Shares 79 Est. Cost $87.55 Unrealized +15.3%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 220 Est. Cost $40.54 Unrealized -11.3%
EEMV ISHARES INC MSCI EMERG MRKT 0.0%
Value ($000) $8 Shares 130 Est. Cost $57.21 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $7 Shares 271 Est. Cost $24.59 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 20 Est. Cost $351.41 Unrealized +1.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $87.61 Unrealized +24.4%
BIIB BIOGEN INC COM USD0.0005 0.0%
Value ($000) $7 Shares 50 Est. Cost $245.62 Unrealized -41.8%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $7 Shares 571 Est. Cost $5.56 Unrealized +104.8%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.0%
Value ($000) $6 Shares 30 Est. Cost $178.69 Unrealized +11.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $6 Shares 65 Est. Cost $88.53 Unrealized +12.2%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 50 Est. Cost $91.37 Unrealized +30.5%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.0%
Value ($000) $6 Shares 126 Est. Cost $40.82 Unrealized +6.0%
KRE SPDR SER TR S&P REGL BKG 0.0%
Value ($000) $6 Shares 106 Est. Cost $40.82 Unrealized
GPC GENUINE PARTS CO COM USD1.00 0.0%
Value ($000) $6 Shares 50 Est. Cost $159.11 Unrealized -26.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $213.26 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 477 Est. Cost $10.21 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $80.41 Unrealized -31.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $233.12 Unrealized -68.1%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $5 Shares 836 Est. Cost $11.81 Unrealized -35.5%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $5 Shares 254 Est. Cost $40.46 Unrealized -36.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 161 Est. Cost $10.06 Unrealized +272.5%
IVOL KRANESHARES TRUST QUADRTC INT RT 0.0%
Value ($000) $4 Shares 232 Est. Cost $22.61 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $7.58 Unrealized +1058.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $241.04 Unrealized +83.2%
BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $4 Shares 207 Est. Cost $17.18 Unrealized
METV LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD 0.0%
Value ($000) $4 Shares 296 Est. Cost $7.18 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 131 Est. Cost $41.94 Unrealized -17.5%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 52 Est. Cost $60.70 Unrealized +22.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $39.17 Unrealized +67.9%
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $3 Shares 100 Est. Cost $51.65 Unrealized -17.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $96.23 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $3 Shares 220 Est. Cost $9.12 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $3 Shares 137 Est. Cost $18.81 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $54.01 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $25.00 Unrealized +27.6%
OGN ORGANON &CO COMMON STOCK 0.0%
Value ($000) $3 Shares 202 Est. Cost $21.97 Unrealized -31.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $71.00 Unrealized +35.5%
FETH FIDELITY ETHEREUM FUND 0.0%
Value ($000) $3 Shares 156 Est. Cost $18.25 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $61.14 Unrealized +0.2%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $93.96 Unrealized +103.2%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $19.32 Unrealized +221.7%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $2 Shares 199 Est. Cost $19.75 Unrealized
BB BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.44 Unrealized +2.6%
LUCID GROUP INC COM 0.0%
Value ($000) $2 Shares 882 Est. Cost $7.92 Unrealized
ONON ON HLDNG AG CHF0.1 CLASS A 0.0%
Value ($000) $2 Shares 48 Est. Cost $17.49 Unrealized +200.5%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.82 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $39.58 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 52 Est. Cost $34.90 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 149 Est. Cost $11.29 Unrealized -7.4%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $2 Shares 400 Est. Cost $1.30 Unrealized +276.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $19.42 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.00 Unrealized +32.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized +6.8%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.63 Unrealized +61.1%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.57 Unrealized +11.2%
FLOW GLOBAL X FDS US CASH FLOW KINGS 100 ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $31.31 Unrealized
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $1 Shares 168 Est. Cost $4.63 Unrealized
RDDT REDDIT INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $165.28 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.10 Unrealized -8.5%
COTY COTY INC 0.0%
Value ($000) $1 Shares 117 Est. Cost $7.34 Unrealized -14.7%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $13.67 Unrealized
BLKB BLACKBAUD INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.01 Unrealized +26.9%
TOST TOAST INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.80 Unrealized +99.2%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 126 Est. Cost $13.93 Unrealized -73.6%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $23.85 Unrealized +42.0%
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 +427.5%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $26.69 Unrealized -69.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized +13.2%