ABLE Financial Group, LLC Diversified Active

CIK: 0001977500 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 10, 2025

Total Value ($000): $461,432 (100.0% shares, 0.0% debt)

Holdings (205)

FBND FIDELITY MERRIMACK STR TR 5.9%
Value ($000) $27,133 Shares 586,779 Est. Cost $45.58 Unrealized
DFAC DIMENSIONAL ETF TRUST 5.7%
Value ($000) $26,146 Shares 677,878 Est. Cost $32.99 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 4.6%
Value ($000) $21,072 Shares 417,520 Est. Cost $49.87 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 4.3%
Value ($000) $19,764 Shares 293,851 Est. Cost $46.72 Unrealized
AVUV AMERICAN CENTY ETF TR 3.3%
Value ($000) $15,336 Shares 154,088 Est. Cost $94.81 Unrealized
IDEV ISHARES TR 3.3%
Value ($000) $15,304 Shares 190,896 Est. Cost $66.83 Unrealized
PYLD PIMCO ETF TR 2.8%
Value ($000) $12,911 Shares 481,032 Est. Cost $26.00 Unrealized
STGW STAGWELL INC 2.7%
Value ($000) $12,507 Shares 2,221,556 Est. Cost $5.03 Unrealized +5.5%
IGSB ISHARES TR 2.6%
Value ($000) $11,787 Shares 222,277 Est. Cost $51.45 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $11,631 Shares 45,677 Est. Cost $154.34 Unrealized +46.2%
MLN VANECK ETF TRUST 2.1%
Value ($000) $9,459 Shares 541,157 Est. Cost $17.65 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $9,194 Shares 28,017 Est. Cost $293.11 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.0%
Value ($000) $9,187 Shares 185,742 Est. Cost $49.13 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.9%
Value ($000) $8,754 Shares 189,820 Est. Cost $37.23 Unrealized
IAU ISHARES GOLD TR 1.9%
Value ($000) $8,673 Shares 119,188 Est. Cost $50.84 Unrealized
AVEM AMERICAN CENTY ETF TR 1.8%
Value ($000) $8,280 Shares 110,240 Est. Cost $60.84 Unrealized
DCOR DIMENSIONAL ETF TRUST 1.7%
Value ($000) $7,865 Shares 109,329 Est. Cost $66.85 Unrealized
AVDE AMERICAN CENTY ETF TR 1.7%
Value ($000) $7,621 Shares 96,585 Est. Cost $74.01 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $7,591 Shares 14,656 Est. Cost $268.99 Unrealized +89.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 1.5%
Value ($000) $7,106 Shares 274,358 Est. Cost $24.06 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $7,078 Shares 37,935 Est. Cost $101.93 Unrealized +71.0%
SHYL DBX ETF TR 1.2%
Value ($000) $5,618 Shares 123,672 Est. Cost $44.88 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $5,599 Shares 25,499 Est. Cost $112.51 Unrealized +101.2%
TLH ISHARES TR 1.2%
Value ($000) $5,447 Shares 52,892 Est. Cost $100.81 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $5,390 Shares 57,566 Est. Cost $73.61 Unrealized
EFA ISHARES TR 1.2%
Value ($000) $5,345 Shares 57,250 Est. Cost $74.34 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $4,922 Shares 7,388 Est. Cost $478.49 Unrealized
GLD SPDR GOLD TR 0.9%
Value ($000) $4,035 Shares 11,352 Est. Cost $182.83 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $4,012 Shares 4,335 Est. Cost $523.49 Unrealized +82.8%
AVGO BROADCOM INC 0.8%
Value ($000) $3,694 Shares 11,198 Est. Cost $151.16 Unrealized +102.3%
DFSV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,588 Shares 112,687 Est. Cost $29.04 Unrealized
BILZ PIMCO ETF TR 0.8%
Value ($000) $3,550 Shares 35,079 Est. Cost $101.18 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $3,400 Shares 8,391 Est. Cost $323.08 Unrealized +20.5%
AVLV AMERICAN CENTY ETF TR 0.7%
Value ($000) $3,134 Shares 43,373 Est. Cost $67.76 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $3,108 Shares 41,227 Est. Cost $67.82 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.7%
Value ($000) $3,047 Shares 42,888 Est. Cost $55.34 Unrealized +30.2%
AIRR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,783 Shares 28,784 Est. Cost $96.68 Unrealized
ENS ENERSYS 0.6%
Value ($000) $2,782 Shares 24,626 Est. Cost $88.26 Unrealized +11.0%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,725 Shares 11,210 Est. Cost $115.91 Unrealized +80.5%
SMMU PIMCO ETF TR 0.6%
Value ($000) $2,702 Shares 53,436 Est. Cost $49.72 Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $2,615 Shares 61,120 Est. Cost $32.88 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2,412 Shares 47,578 Est. Cost $51.27 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $2,406 Shares 7,627 Est. Cost $147.90 Unrealized +100.1%
ROKU ROKU INC 0.5%
Value ($000) $2,392 Shares 23,887 Est. Cost $77.10 Unrealized +19.6%
DPZ DOMINOS PIZZA INC 0.5%
Value ($000) $2,390 Shares 5,535 Est. Cost $400.14 Unrealized +12.7%
IWR ISHARES TR 0.5%
Value ($000) $2,374 Shares 24,585 Est. Cost $72.12 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $2,355 Shares 1,964 Est. Cost $102.84 Unrealized +18.7%
SDCI USCF ETF TR 0.5%
Value ($000) $2,227 Shares 96,822 Est. Cost $21.67 Unrealized
SNPS SYNOPSYS INC 0.5%
Value ($000) $2,212 Shares 4,484 Est. Cost $481.46 Unrealized +17.4%
FHI FEDERATED HERMES INC 0.5%
Value ($000) $2,210 Shares 42,550 Est. Cost $33.57 Unrealized +48.7%
DBX DROPBOX INC 0.5%
Value ($000) $2,189 Shares 72,473 Est. Cost $28.36 Unrealized +0.8%
IROC INVESCO ACTIVELY MANAGED EXC 0.5%
Value ($000) $2,151 Shares 42,455 Est. Cost $50.72 Unrealized
ITOT ISHARES TR 0.4%
Value ($000) $2,044 Shares 14,036 Est. Cost $131.34 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $1,968 Shares 29,850 Est. Cost $51.02 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,820 Shares 15,315 Est. Cost $98.78 Unrealized
EHC ENCOMPASS HEALTH CORP 0.4%
Value ($000) $1,775 Shares 13,971 Est. Cost $77.43 Unrealized +53.3%
KLAC KLA CORP 0.4%
Value ($000) $1,768 Shares 1,639 Est. Cost $550.41 Unrealized +69.0%
PODD INSULET CORP 0.4%
Value ($000) $1,693 Shares 5,484 Est. Cost $223.58 Unrealized +40.1%
FTGS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,664 Shares 46,332 Est. Cost $32.88 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $1,650 Shares 17,107 Est. Cost $96.50 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $1,620 Shares 11,637 Est. Cost $126.73 Unrealized +10.5%
MUB ISHARES TR 0.3%
Value ($000) $1,585 Shares 14,888 Est. Cost $106.23 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,511 Shares 2,057 Est. Cost $251.14 Unrealized +195.9%
FLS FLOWSERVE CORP 0.3%
Value ($000) $1,418 Shares 26,681 Est. Cost $42.94 Unrealized +25.6%
UNP UNION PAC CORP 0.3%
Value ($000) $1,388 Shares 5,874 Est. Cost $208.64 Unrealized +7.0%
IVV ISHARES TR 0.3%
Value ($000) $1,387 Shares 2,072 Est. Cost $465.83 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,320 Shares 13,478 Est. Cost $71.43 Unrealized +30.9%
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $1,310 Shares 12,536 Est. Cost $92.39 Unrealized
V VISA INC 0.3%
Value ($000) $1,281 Shares 3,751 Est. Cost $243.78 Unrealized +41.6%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $1,235 Shares 5,423 Est. Cost $193.03 Unrealized +15.5%
WDAY WORKDAY INC 0.3%
Value ($000) $1,203 Shares 4,997 Est. Cost $251.20 Unrealized -8.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value ($000) $1,137 Shares 8,857 Est. Cost $83.82 Unrealized +58.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,112 Shares 5,782 Est. Cost $181.62 Unrealized +12.6%
GOOG ALPHABET INC 0.2%
Value ($000) $1,104 Shares 4,534 Est. Cost $137.67 Unrealized +52.5%
ABT ABBOTT LABS 0.2%
Value ($000) $1,079 Shares 8,059 Est. Cost $104.10 Unrealized +25.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,078 Shares 6,945 Est. Cost $147.86 Unrealized +3.0%
BLK BLACKROCK INC 0.2%
Value ($000) $1,062 Shares 911 Est. Cost $984.75 Unrealized +12.6%
WMT WALMART INC 0.2%
Value ($000) $1,035 Shares 10,039 Est. Cost $58.30 Unrealized +70.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $1,007 Shares 15,020 Est. Cost $75.16 Unrealized -4.4%
EBAY EBAY INC. 0.2%
Value ($000) $1,007 Shares 11,071 Est. Cost $57.18 Unrealized +53.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $996 Shares 1,982 Est. Cost $321.53 Unrealized +50.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $943 Shares 18,834 Est. Cost $50.31 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $916 Shares 7,665 Est. Cost $119.60 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $910 Shares 18,625 Est. Cost $47.42 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $907 Shares 1,984 Est. Cost $323.72 Unrealized +38.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $836 Shares 3,512 Est. Cost $161.73 Unrealized +52.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $835 Shares 18,995 Est. Cost $40.01 Unrealized +6.2%
IWD ISHARES TR 0.2%
Value ($000) $828 Shares 4,066 Est. Cost $158.96 Unrealized
AVSU AMERICAN CENTY ETF TR 0.2%
Value ($000) $802 Shares 10,896 Est. Cost $64.85 Unrealized
VCRM VANGUARD MUN BD FDS 0.2%
Value ($000) $801 Shares 10,646 Est. Cost $73.82 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $792 Shares 7,896 Est. Cost $98.63 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $787 Shares 9,969 Est. Cost $76.70 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $771 Shares 2,743 Est. Cost $114.94 Unrealized +121.1%
IJH ISHARES TR 0.2%
Value ($000) $768 Shares 11,764 Est. Cost $99.09 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $762 Shares 8,641 Est. Cost $78.44 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $755 Shares 11,608 Est. Cost $48.77 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $751 Shares 16,252 Est. Cost $39.95 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $744 Shares 4,417 Est. Cost $170.78 Unrealized +4.1%
HAS HASBRO INC 0.2%
Value ($000) $737 Shares 9,711 Est. Cost $58.20 Unrealized +31.4%
GRMN GARMIN LTD 0.2%
Value ($000) $736 Shares 2,989 Est. Cost $212.41 Unrealized +7.8%
FEP FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $726 Shares 14,190 Est. Cost $34.11 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $726 Shares 6,016 Est. Cost $110.51 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $721 Shares 4,929 Est. Cost $155.31 Unrealized -3.1%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $683 Shares 2,975 Est. Cost $158.48 Unrealized +47.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $679 Shares 1,131 Est. Cost $417.42 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $666 Shares 1,498 Est. Cost $210.06 Unrealized +65.1%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $657 Shares 3,807 Est. Cost $151.03 Unrealized +9.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $645 Shares 846 Est. Cost $463.32 Unrealized +60.2%
MINT PIMCO ETF TR 0.1%
Value ($000) $624 Shares 6,197 Est. Cost $100.55 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $617 Shares 1,416 Est. Cost $398.30 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $616 Shares 2,661 Est. Cost $139.46 Unrealized +44.8%
RMD RESMED INC 0.1%
Value ($000) $615 Shares 2,248 Est. Cost $201.23 Unrealized +35.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $602 Shares 4,845 Est. Cost $126.80 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $599 Shares 11,607 Est. Cost $32.35 Unrealized +49.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $588 Shares 17,593 Est. Cost $28.12 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $583 Shares 7,299 Est. Cost $84.64 Unrealized 0.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $569 Shares 5,773 Est. Cost $55.32 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $568 Shares 5,494 Est. Cost $98.12 Unrealized +11.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $556 Shares 8,083 Est. Cost $47.15 Unrealized +33.2%
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $539 Shares 7,154 Est. Cost $50.88 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $537 Shares 2,488 Est. Cost $163.88 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $525 Shares 5,648 Est. Cost $73.92 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $501 Shares 1,648 Est. Cost $257.04 Unrealized +17.3%
IWM ISHARES TR 0.1%
Value ($000) $496 Shares 2,049 Est. Cost $200.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $472 Shares 1,672 Est. Cost $135.06 Unrealized +92.2%
PEP PEPSICO INC 0.1%
Value ($000) $461 Shares 3,280 Est. Cost $156.32 Unrealized -10.2%
MRK MERCK & CO INC 0.1%
Value ($000) $459 Shares 5,467 Est. Cost $103.88 Unrealized -22.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $455 Shares 5,220 Est. Cost $72.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $445 Shares 559 Est. Cost $388.35 Unrealized +89.2%
LQD ISHARES TR 0.1%
Value ($000) $430 Shares 3,859 Est. Cost $107.41 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $420 Shares 2,264 Est. Cost $148.78 Unrealized +13.9%
ESGU ISHARES TR 0.1%
Value ($000) $413 Shares 2,836 Est. Cost $91.97 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $411 Shares 1,634 Est. Cost $197.10 Unrealized +23.9%
AFL AFLAC INC 0.1%
Value ($000) $406 Shares 3,637 Est. Cost $64.17 Unrealized +62.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $405 Shares 2,638 Est. Cost $135.42 Unrealized +14.4%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $399 Shares 3,367 Est. Cost $89.56 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $393 Shares 9,553 Est. Cost $36.03 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $380 Shares 5,550 Est. Cost $56.98 Unrealized +18.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $375 Shares 1,276 Est. Cost $219.73 Unrealized +35.5%
XHLF BONDBLOXX ETF TRUST 0.1%
Value ($000) $358 Shares 7,100 Est. Cost $50.42 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $353 Shares 576 Est. Cost $387.45 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $346 Shares 3,786 Est. Cost $83.65 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $346 Shares 990 Est. Cost $270.53 Unrealized +27.0%
IGV ISHARES TR 0.1%
Value ($000) $344 Shares 2,994 Est. Cost $91.09 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $344 Shares 1,815 Est. Cost $163.29 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $338 Shares 1,839 Est. Cost $163.80 Unrealized +18.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $337 Shares 6,220 Est. Cost $40.81 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $336 Shares 7,575 Est. Cost $44.62 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $333 Shares 1,785 Est. Cost $174.57 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $325 Shares 3,010 Est. Cost $89.90 Unrealized +11.8%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $324 Shares 1,244 Est. Cost $161.79 Unrealized +65.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $318 Shares 2,065 Est. Cost $147.75 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $315 Shares 3,780 Est. Cost $66.85 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $315 Shares 663 Est. Cost $358.98 Unrealized +31.1%
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $313 Shares 1,363 Est. Cost $186.82 Unrealized
INTU INTUIT 0.1%
Value ($000) $313 Shares 458 Est. Cost $540.52 Unrealized +33.1%
AMCOR PLC 0.1%
Value ($000) $301 Shares 36,822 Est. Cost $9.43 Unrealized -4.9%
TIP ISHARES TR 0.1%
Value ($000) $297 Shares 2,673 Est. Cost $110.47 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $292 Shares 993 Est. Cost $244.76 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $288 Shares 507 Est. Cost $378.35 Unrealized +51.6%
DVY ISHARES TR 0.1%
Value ($000) $288 Shares 2,027 Est. Cost $120.98 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $287 Shares 1,000 Est. Cost $199.50 Unrealized +33.7%
SOXX ISHARES TR 0.1%
Value ($000) $284 Shares 1,046 Est. Cost $239.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $284 Shares 2,515 Est. Cost $103.62 Unrealized +5.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $280 Shares 1,642 Est. Cost $120.46 Unrealized +22.7%
GE GE AEROSPACE 0.1%
Value ($000) $278 Shares 924 Est. Cost $272.69 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 969 Est. Cost $281.86 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $272 Shares 4,220 Est. Cost $61.57 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $271 Shares 566 Est. Cost $383.93 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $271 Shares 2,261 Est. Cost $81.60 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $270 Shares 1,622 Est. Cost $118.88 Unrealized +32.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $265 Shares 717 Est. Cost $271.11 Unrealized +41.8%
FEX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $261 Shares 2,237 Est. Cost $81.68 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $260 Shares 3,391 Est. Cost $53.88 Unrealized +29.9%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $257 Shares 4,370 Est. Cost $58.10 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $255 Shares 2,627 Est. Cost $91.37 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $255 Shares 1,957 Est. Cost $106.85 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $254 Shares 9,386 Est. Cost $21.37 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $254 Shares 7,729 Est. Cost $31.02 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $253 Shares 1,611 Est. Cost $125.89 Unrealized +22.0%
LQDI ISHARES U S ETF TR 0.1%
Value ($000) $252 Shares 9,372 Est. Cost $25.53 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $251 Shares 898 Est. Cost $172.11 Unrealized
BILS SPDR SERIES TRUST 0.1%
Value ($000) $249 Shares 2,500 Est. Cost $99.52 Unrealized
MINO PIMCO ETF TR 0.1%
Value ($000) $244 Shares 5,390 Est. Cost $44.23 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $238 Shares 3,971 Est. Cost $50.83 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $237 Shares 1,105 Est. Cost $174.28 Unrealized +14.9%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $232 Shares 155 Est. Cost $1292.47 Unrealized +16.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $232 Shares 1,433 Est. Cost $109.67 Unrealized +47.1%
FJP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $232 Shares 3,556 Est. Cost $59.72 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $230 Shares 495 Est. Cost $423.02 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $228 Shares 10,693 Est. Cost $21.00 Unrealized
AVSE AMERICAN CENTY ETF TR 0.0%
Value ($000) $226 Shares 3,555 Est. Cost $58.63 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $224 Shares 1,336 Est. Cost $157.36 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $224 Shares 1,362 Est. Cost $150.40 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $223 Shares 1,061 Est. Cost $178.94 Unrealized +15.7%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $214 Shares 891 Est. Cost $239.64 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $210 Shares 2,069 Est. Cost $94.11 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $208 Shares 455 Est. Cost $396.65 Unrealized +23.4%
APP APPLOVIN CORP 0.0%
Value ($000) $206 Shares 286 Est. Cost $461.14 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $203 Shares 268 Est. Cost $735.10 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $203 Shares 1,851 Est. Cost $106.78 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $203 Shares 3,076 Est. Cost $65.91 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $203 Shares 5,219 Est. Cost $38.81 Unrealized
CPRT COPART INC 0.0%
Value ($000) $203 Shares 4,504 Est. Cost $47.24 Unrealized -0.2%
OBIO ORCHESTRA BIOMED HLDGS INC 0.0%
Value ($000) $33 Shares 13,402 Est. Cost $6.53 Unrealized -57.8%