Nemes Rush Group LLC Diversified Active

CIK: 0001982273 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $809,094 (100.0% shares, 0.0% debt)

Holdings (725)

AVGO BROADCOM INCORPORATED 6.9%
Value ($000) $56,166 Shares 242,261 Est. Cost $170.98 Unrealized +7.0%
AAPL APPLE INCORPORATED 6.4%
Value ($000) $51,578 Shares 205,967 Est. Cost $173.58 Unrealized +35.1%
MSFT MICROSOFT CORPORATION 4.1%
Value ($000) $33,114 Shares 78,561 Est. Cost $310.94 Unrealized +35.8%
JPM JPMORGAN CHASE & COMPANY. 3.7%
Value ($000) $30,214 Shares 126,045 Est. Cost $132.47 Unrealized +72.1%
ETN EATON CORPORATION PLC SHS (IRELAND) 3.2%
Value ($000) $25,762 Shares 77,626 Est. Cost $171.01 Unrealized +103.0%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 2.9%
Value ($000) $23,857 Shares 51,613 Est. Cost $282.95 Unrealized +65.6%
WMT WALMART INCORPORATED 2.9%
Value ($000) $23,344 Shares 258,369 Est. Cost $55.13 Unrealized +55.6%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $21,655 Shares 161,255 Est. Cost $133.20 Unrealized +3.4%
AMZN AMAZON COM INCORPORATED 2.5%
Value ($000) $20,543 Shares 93,636 Est. Cost $124.16 Unrealized +64.8%
HD HOME DEPOT INCORPORATED 2.4%
Value ($000) $19,092 Shares 49,081 Est. Cost $287.12 Unrealized +38.4%
META META PLATFORMS INCORPORATED CLASS A 2.1%
Value ($000) $17,054 Shares 29,126 Est. Cost $264.11 Unrealized +121.4%
CB CHUBB LIMITED (SWITZERLAND) 2.0%
Value ($000) $16,003 Shares 57,919 Est. Cost $198.13 Unrealized +42.0%
CME CME GROUP INCORPORATED 1.9%
Value ($000) $15,184 Shares 65,382 Est. Cost $173.17 Unrealized +26.8%
QCOM QUALCOMM INCORPORATED 1.8%
Value ($000) $14,737 Shares 95,929 Est. Cost $113.62 Unrealized +40.4%
CSCO CISCO SYSTEMS INCORPORATED 1.8%
Value ($000) $14,432 Shares 243,781 Est. Cost $46.34 Unrealized +19.5%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.6%
Value ($000) $13,214 Shares 69,806 Est. Cost $120.46 Unrealized +44.6%
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 1.6%
Value ($000) $12,751 Shares 34,524 Est. Cost $181.23 Unrealized +117.1%
MRK MERCK & COMPANY INCORPORATED 1.5%
Value ($000) $12,518 Shares 125,839 Est. Cost $105.90 Unrealized -6.8%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 1.5%
Value ($000) $12,268 Shares 155,428 Est. Cost $61.14 Unrealized +29.6%
TRGP TARGA RES CORPORATION 1.5%
Value ($000) $12,230 Shares 68,514 Est. Cost $175.16 Unrealized 0.0%
CRM SALESFORCE INCORPORATED 1.5%
Value ($000) $12,173 Shares 36,411 Est. Cost $211.41 Unrealized +49.8%
UNP UNION PAC CORPORATION 1.5%
Value ($000) $12,147 Shares 53,265 Est. Cost $207.38 Unrealized +11.0%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 1.4%
Value ($000) $11,453 Shares 33,474 Est. Cost $295.63 Unrealized +12.5%
V VISA INCORPORATED COM CLASS A 1.4%
Value ($000) $11,253 Shares 35,606 Est. Cost $232.03 Unrealized +28.6%
ALL ALLSTATE CORPORATION 1.4%
Value ($000) $11,050 Shares 57,317 Est. Cost $114.53 Unrealized +65.7%
LLY ELI LILLY & COMPANY 1.3%
Value ($000) $10,917 Shares 14,141 Est. Cost $652.73 Unrealized +25.8%
RJF RAYMOND JAMES FINL INCORPORATED 1.3%
Value ($000) $10,483 Shares 67,487 Est. Cost $92.36 Unrealized +60.9%
BBY BEST BUY INCORPORATED 1.3%
Value ($000) $10,158 Shares 118,392 Est. Cost $69.03 Unrealized +24.3%
ECL ECOLAB INCORPORATED 1.2%
Value ($000) $9,431 Shares 40,248 Est. Cost $245.53 Unrealized 0.0%
F FORD MTR COMPANY 1.1%
Value ($000) $9,064 Shares 915,572 Est. Cost $10.69 Unrealized -7.7%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 1.0%
Value ($000) $8,199 Shares 55,025 Est. Cost $110.24 Unrealized +41.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,092 Shares 55,954 Est. Cost $148.82 Unrealized +0.5%
UNH UNITEDHEALTH GROUP INCORPORATED 1.0%
Value ($000) $7,939 Shares 15,694 Est. Cost $474.87 Unrealized +16.4%
SPGI S&P GLOBAL INCORPORATED 1.0%
Value ($000) $7,930 Shares 15,923 Est. Cost $377.18 Unrealized +33.4%
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $7,805 Shares 72,559 Est. Cost $110.49 Unrealized +1.7%
FISV FISERV INCORPORATED 0.9%
Value ($000) $7,349 Shares 35,777 Est. Cost $136.65 Unrealized +49.4%
NVO NOVO-NORDISK A S ADR (DENMARK) 0.9%
Value ($000) $7,154 Shares 83,165 Est. Cost $129.29 Unrealized
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.8%
Value ($000) $6,811 Shares 32,392 Est. Cost $191.88 Unrealized +22.2%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.8%
Value ($000) $6,803 Shares 32,730 Est. Cost $177.29 Unrealized +25.5%
TSLA TESLA INCORPORATED 0.8%
Value ($000) $6,514 Shares 16,131 Est. Cost $239.54 Unrealized +34.3%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $5,489 Shares 9,365 Est. Cost $515.25 Unrealized
CAVA CAVA GROUP INCORPORATED 0.7%
Value ($000) $5,353 Shares 47,454 Est. Cost $133.35 Unrealized 0.0%
IVV ISHARES TR CORE S&P500 ETF 0.7%
Value ($000) $5,283 Shares 8,974 Est. Cost $489.53 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.6%
Value ($000) $5,103 Shares 42,248 Est. Cost $124.64 Unrealized +15.4%
AXP AMERICAN EXPRESS COMPANY 0.6%
Value ($000) $4,871 Shares 16,412 Est. Cost $156.19 Unrealized +81.6%
TJX TJX COMPANIES INCORPORATED NEW 0.6%
Value ($000) $4,563 Shares 37,768 Est. Cost $85.31 Unrealized +38.0%
MPC MARATHON PETE CORPORATION 0.6%
Value ($000) $4,452 Shares 31,916 Est. Cost $111.07 Unrealized +34.0%
NFLX NETFLIX INCORPORATED 0.5%
Value ($000) $4,311 Shares 4,837 Est. Cost $38.60 Unrealized +113.2%
IWB ISHARES TR RUS 1000 ETF 0.5%
Value ($000) $3,984 Shares 12,367 Est. Cost $322.17 Unrealized
RTX RTX CORPORATION 0.5%
Value ($000) $3,969 Shares 34,299 Est. Cost $92.28 Unrealized +28.2%
XFIV BONDBLOXX ETF TR 5 YR TARGET DURATION 0.5%
Value ($000) $3,841 Shares 80,079 Est. Cost $47.97 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $3,392 Shares 20,357 Est. Cost $116.27 Unrealized +51.2%
PFE PFIZER INCORPORATED 0.4%
Value ($000) $3,366 Shares 126,861 Est. Cost $28.58 Unrealized -12.1%
XTRE BONDBLOXX ETF TR 3 YR TARGET DURATION 0.4%
Value ($000) $3,287 Shares 67,404 Est. Cost $48.77 Unrealized
XTWO BONDBLOXX ETF TR 2 YR TARGET DURATION 0.4%
Value ($000) $3,255 Shares 66,312 Est. Cost $49.08 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.3%
Value ($000) $2,720 Shares 14,281 Est. Cost $123.26 Unrealized +42.5%
ULTA ULTA BEAUTY INCORPORATED 0.3%
Value ($000) $2,653 Shares 6,100 Est. Cost $480.87 Unrealized -19.4%
XONE BONDBLOXX ETF TR 1 YR TARGET DURATION 0.3%
Value ($000) $2,517 Shares 50,817 Est. Cost $49.54 Unrealized
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $2,447 Shares 6,745 Est. Cost $216.83 Unrealized +76.1%
BKNG BOOKING HOLDINGS INCORPORATED 0.3%
Value ($000) $2,315 Shares 466 Est. Cost $2599.14 Unrealized +83.3%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.3%
Value ($000) $2,281 Shares 37,826 Est. Cost $60.27 Unrealized -0.0%
GPK GRAPHIC PACKAGING HLDG COMPANY 0.3%
Value ($000) $2,269 Shares 83,548 Est. Cost $25.54 Unrealized +13.2%
AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW 0.3%
Value ($000) $2,111 Shares 28,997 Est. Cost $50.62 Unrealized +44.8%
SBUX STARBUCKS CORPORATION 0.3%
Value ($000) $2,099 Shares 22,998 Est. Cost $95.85 Unrealized -2.0%
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.2%
Value ($000) $1,956 Shares 4,858 Est. Cost $340.64 Unrealized +36.1%
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.2%
Value ($000) $1,856 Shares 6,399 Est. Cost $263.43 Unrealized +15.4%
STLD STEEL DYNAMICS INCORPORATED 0.2%
Value ($000) $1,606 Shares 14,083 Est. Cost $98.23 Unrealized +32.8%
XPO XPO INCORPORATED 0.2%
Value ($000) $1,587 Shares 12,104 Est. Cost $45.28 Unrealized +198.5%
PG PROCTER AND GAMBLE COMPANY 0.2%
Value ($000) $1,582 Shares 9,437 Est. Cost $145.36 Unrealized +14.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $1,529 Shares 27,027 Est. Cost $58.94 Unrealized -10.8%
VLO VALERO ENERGY CORPORATION 0.2%
Value ($000) $1,528 Shares 12,462 Est. Cost $108.08 Unrealized +19.5%
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.2%
Value ($000) $1,461 Shares 25,483 Est. Cost $73.82 Unrealized -10.1%
UBER UBER TECHNOLOGIES INCORPORATED 0.2%
Value ($000) $1,427 Shares 23,659 Est. Cost $46.92 Unrealized +52.2%
TSCO TRACTOR SUPPLY COMPANY 0.2%
Value ($000) $1,334 Shares 25,149 Est. Cost $53.91 Unrealized +2.8%
EXPE EXPEDIA GROUP INCORPORATED COM NEW 0.2%
Value ($000) $1,306 Shares 7,007 Est. Cost $170.93 Unrealized 0.0%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.2%
Value ($000) $1,305 Shares 5,613 Est. Cost $180.84 Unrealized
CSL CARLISLE COMPANIES INCORPORATED 0.1%
Value ($000) $1,180 Shares 3,200 Est. Cost $214.72 Unrealized +99.9%
ADBE ADOBE INCORPORATED 0.1%
Value ($000) $1,095 Shares 2,463 Est. Cost $414.17 Unrealized +19.5%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,088 Shares 3,886 Est. Cost $234.72 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $1,072 Shares 3,883 Est. Cost $258.66 Unrealized +20.4%
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.1%
Value ($000) $1,055 Shares 27,514 Est. Cost $44.80 Unrealized -9.6%
LULU LULULEMON ATHLETICA INCORPORATED 0.1%
Value ($000) $1,034 Shares 2,705 Est. Cost $365.58 Unrealized -10.7%
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value ($000) $1,011 Shares 6,170 Est. Cost $127.59 Unrealized +34.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $1,008 Shares 1,770 Est. Cost $480.50 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.1%
Value ($000) $1,005 Shares 7,814 Est. Cost $119.71 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $1,004 Shares 3,958 Est. Cost $205.62 Unrealized
TTD THE TRADE DESK INCORPORATED COM CLASS A 0.1%
Value ($000) $999 Shares 8,502 Est. Cost $103.53 Unrealized +19.5%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $981 Shares 3,723 Est. Cost $281.95 Unrealized 0.0%
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $971 Shares 3,349 Est. Cost $272.61 Unrealized +6.5%
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value ($000) $965 Shares 15,482 Est. Cost $94.15 Unrealized
ABNB AIRBNB INCORPORATED COM CLASS A 0.1%
Value ($000) $964 Shares 7,338 Est. Cost $118.84 Unrealized +13.3%
PRU PRUDENTIAL FINL INCORPORATED 0.1%
Value ($000) $902 Shares 7,607 Est. Cost $78.95 Unrealized +47.8%
CVX CHEVRON CORPORATION NEW 0.1%
Value ($000) $900 Shares 6,214 Est. Cost $143.05 Unrealized +1.7%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $899 Shares 10,164 Est. Cost $75.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value ($000) $871 Shares 1,922 Est. Cost $370.49 Unrealized +24.6%
EES WISDOMTREE U.S. SMALLCAP FUND 0.1%
Value ($000) $858 Shares 15,904 Est. Cost $45.97 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $851 Shares 4,294 Est. Cost $166.19 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.1%
Value ($000) $850 Shares 6,430 Est. Cost $132.53 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.1%
Value ($000) $845 Shares 6,765 Est. Cost $107.13 Unrealized
DWAS INVESCO DWA SMALLCAP MOMENTUM ETF 0.1%
Value ($000) $831 Shares 9,104 Est. Cost $79.44 Unrealized
VST VISTRA CORPORATION 0.1%
Value ($000) $830 Shares 6,019 Est. Cost $137.88 Unrealized 0.0%
PLXS PLEXUS CORPORATION 0.1%
Value ($000) $810 Shares 5,174 Est. Cost $91.63 Unrealized +66.8%
HTZ HERTZ GLOBAL HLDGS INCORPORATED COM NEW 0.1%
Value ($000) $806 Shares 220,189 Est. Cost $16.39 Unrealized -77.9%
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.1%
Value ($000) $803 Shares 10,624 Est. Cost $28.11 Unrealized +107.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $750 Shares 29,008 Est. Cost $34.83 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $731 Shares 1,357 Est. Cost $494.27 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $666 Shares 10,701 Est. Cost $57.91 Unrealized +8.9%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $661 Shares 3,718 Est. Cost $136.36 Unrealized +30.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $640 Shares 2,913 Est. Cost $120.65 Unrealized +79.3%
IYH ISHARES TR US HLTHCARE ETF 0.1%
Value ($000) $630 Shares 10,807 Est. Cost $67.65 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $614 Shares 670 Est. Cost $526.14 Unrealized +75.4%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $612 Shares 2,090 Est. Cost $207.24 Unrealized +38.9%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.1%
Value ($000) $606 Shares 4,904 Est. Cost $79.52 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $591 Shares 2,440 Est. Cost $186.12 Unrealized
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $590 Shares 3,881 Est. Cost $170.15 Unrealized -8.0%
STRL STERLING INFRASTRUCTURE INCORPORATED 0.1%
Value ($000) $590 Shares 3,500 Est. Cost $44.31 Unrealized +289.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $581 Shares 1,136 Est. Cost $428.88 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $579 Shares 4,286 Est. Cost $135.24 Unrealized +1.1%
MDT MEDTRONIC PLC SHS (IRELAND) 0.1%
Value ($000) $574 Shares 7,188 Est. Cost $79.68 Unrealized +5.2%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $526 Shares 2,330 Est. Cost $176.28 Unrealized +15.5%
IBTA IBOTTA INCORPORATED CLASS A COM SHS 0.1%
Value ($000) $521 Shares 8,001 Est. Cost $69.44 Unrealized 0.0%
URI UNITED RENTALS INCORPORATED 0.1%
Value ($000) $519 Shares 737 Est. Cost $789.82 Unrealized +1.9%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.1%
Value ($000) $517 Shares 7,819 Est. Cost $48.48 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.1%
Value ($000) $516 Shares 2,750 Est. Cost $161.79 Unrealized +19.4%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.1%
Value ($000) $515 Shares 5,196 Est. Cost $99.40 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $505 Shares 1,229 Est. Cost $401.49 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.1%
Value ($000) $497 Shares 2,577 Est. Cost $116.06 Unrealized +63.1%
NUE NUCOR CORPORATION 0.1%
Value ($000) $488 Shares 4,185 Est. Cost $142.43 Unrealized -1.1%
SNOW SNOWFLAKE INCORPORATED CLASS A 0.1%
Value ($000) $485 Shares 3,143 Est. Cost $152.43 Unrealized -7.6%
PANW PALO ALTO NETWORKS INCORPORATED 0.1%
Value ($000) $485 Shares 2,664 Est. Cost $148.61 Unrealized +27.1%
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $456 Shares 796 Est. Cost $450.85 Unrealized +20.9%
NTAP NETAPP INCORPORATED 0.1%
Value ($000) $453 Shares 3,902 Est. Cost $64.62 Unrealized +84.4%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $424 Shares 400 Est. Cost $171.43 Unrealized +18.2%
SPOT SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) 0.1%
Value ($000) $421 Shares 942 Est. Cost $147.64 Unrealized +190.0%
HIG HARTFORD FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $399 Shares 3,644 Est. Cost $113.69 Unrealized 0.0%
DIS DISNEY WALT COMPANY 0.0%
Value ($000) $396 Shares 3,555 Est. Cost $92.71 Unrealized +11.7%
SHOP SHOPIFY INCORPORATED CLASS A (CANADA) 0.0%
Value ($000) $379 Shares 3,566 Est. Cost $58.11 Unrealized +67.4%
GLW CORNING INCORPORATED 0.0%
Value ($000) $376 Shares 7,917 Est. Cost $41.04 Unrealized +12.9%
ABT ABBOTT LABS 0.0%
Value ($000) $374 Shares 3,308 Est. Cost $103.83 Unrealized +9.2%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $372 Shares 1,665 Est. Cost $81.35 Unrealized +204.6%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value ($000) $367 Shares 9,189 Est. Cost $31.62 Unrealized +24.6%
GRMN GARMIN LIMITED SHS (SWITZERLAND) 0.0%
Value ($000) $366 Shares 1,775 Est. Cost $102.32 Unrealized +88.1%
XLV SPDR HEALTH CARE SELECT 0.0%
Value ($000) $360 Shares 2,617 Est. Cost $140.39 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $356 Shares 2,950 Est. Cost $103.73 Unrealized +14.2%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $351 Shares 3,836 Est. Cost $91.47 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value ($000) $345 Shares 656 Est. Cost $486.50 Unrealized +5.8%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $339 Shares 6,852 Est. Cost $36.39 Unrealized
OKTA OKTA INCORPORATED CLASS A 0.0%
Value ($000) $335 Shares 4,252 Est. Cost $79.30 Unrealized -2.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $313 Shares 1,847 Est. Cost $166.08 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.0%
Value ($000) $308 Shares 2,919 Est. Cost $113.35 Unrealized -2.8%
BKR BAKER HUGHES COMPANY CLASS A 0.0%
Value ($000) $305 Shares 7,437 Est. Cost $37.51 Unrealized +5.1%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $302 Shares 1,859 Est. Cost $123.46 Unrealized +45.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $302 Shares 4,650 Est. Cost $29.88 Unrealized +101.0%
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $296 Shares 1,111 Est. Cost $266.71 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $295 Shares 607 Est. Cost $443.31 Unrealized +18.9%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.0%
Value ($000) $294 Shares 4,860 Est. Cost $36.79 Unrealized +58.5%
ROK ROCKWELL AUTOMATION INCORPORATED 0.0%
Value ($000) $293 Shares 1,024 Est. Cost $269.31 Unrealized +2.5%
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value ($000) $292 Shares 4,077 Est. Cost $70.52 Unrealized +6.4%
BA BOEING COMPANY 0.0%
Value ($000) $289 Shares 1,632 Est. Cost $208.86 Unrealized -24.9%
FSLR FIRST SOLAR INCORPORATED 0.0%
Value ($000) $286 Shares 1,621 Est. Cost $198.14 Unrealized +0.5%
JLL JONES LANG LASALLE INCORPORATED 0.0%
Value ($000) $279 Shares 1,102 Est. Cost $141.79 Unrealized +88.0%
AVGE AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF 0.0%
Value ($000) $271 Shares 3,750 Est. Cost $72.37 Unrealized
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $268 Shares 4,287 Est. Cost $62.46 Unrealized
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $267 Shares 5,018 Est. Cost $43.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $256 Shares 883 Est. Cost $277.88 Unrealized
VRT VERTIV HOLDINGS COMPANY COM CLASS A 0.0%
Value ($000) $256 Shares 2,249 Est. Cost $108.14 Unrealized +9.6%
KKR KKR & COMPANY INCORPORATED 0.0%
Value ($000) $253 Shares 1,713 Est. Cost $145.82 Unrealized 0.0%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $251 Shares 3,561 Est. Cost $46.00 Unrealized +42.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $244 Shares 1,464 Est. Cost $111.36 Unrealized +59.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $241 Shares 1,003 Est. Cost $226.69 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $241 Shares 1,886 Est. Cost $126.85 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value ($000) $240 Shares 1,129 Est. Cost $212.67 Unrealized +1.9%
PSX PHILLIPS 66 0.0%
Value ($000) $240 Shares 2,104 Est. Cost $97.66 Unrealized +25.0%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $237 Shares 3,102 Est. Cost $32.95 Unrealized +2.7%
IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A 0.0%
Value ($000) $233 Shares 1,320 Est. Cost $37.93 Unrealized +10.3%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $231 Shares 4,412 Est. Cost $47.00 Unrealized +3.9%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $227 Shares 2,165 Est. Cost $104.88 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $225 Shares 1,150 Est. Cost $165.01 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.0%
Value ($000) $223 Shares 1,769 Est. Cost $154.55 Unrealized -20.8%
ESGU ISHARES TR ESG AWR MSCI USA 0.0%
Value ($000) $220 Shares 1,707 Est. Cost $128.85 Unrealized
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $214 Shares 970 Est. Cost $208.51 Unrealized +7.1%
CL COLGATE PALMOLIVE COMPANY 0.0%
Value ($000) $213 Shares 2,338 Est. Cost $73.90 Unrealized +26.0%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $207 Shares 4,707 Est. Cost $29.81 Unrealized +43.6%
NYF ISHARES TR NEW YORK MUN ETF 0.0%
Value ($000) $207 Shares 3,883 Est. Cost $52.58 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $207 Shares 7,844 Est. Cost $22.10 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $203 Shares 6,997 Est. Cost $28.99 Unrealized
JD CALL: JD.COM INC SPON ADR JAN 30 EXP 01/17/25 100 JD 0.0%
Value ($000) $202 Shares 425 Est. Cost $41.71 Unrealized
ARES ARES MANAGEMENT CORPORATION CLASS A COM STK 0.0%
Value ($000) $202 Shares 1,139 Est. Cost $155.42 Unrealized +6.4%
VKTX VIKING THERAPEUTICS INCORPORATED 0.0%
Value ($000) $201 Shares 5,000 Est. Cost $13.08 Unrealized +336.0%
SYY SYSCO CORPORATION 0.0%
Value ($000) $201 Shares 2,631 Est. Cost $68.83 Unrealized +7.4%
SGOL ABERDEEN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $200 Shares 7,985 Est. Cost $17.69 Unrealized
USFD US FOODS HLDG CORPORATION 0.0%
Value ($000) $200 Shares 2,961 Est. Cost $65.62 Unrealized 0.0%
T AT&T INCORPORATED 0.0%
Value ($000) $195 Shares 8,557 Est. Cost $20.27 Unrealized +6.1%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $194 Shares 6,202 Est. Cost $26.74 Unrealized
PGR PROGRESSIVE CORPORATION 0.0%
Value ($000) $193 Shares 806 Est. Cost $220.43 Unrealized +5.2%
EXC EXELON CORPORATION 0.0%
Value ($000) $190 Shares 5,056 Est. Cost $37.45 Unrealized -0.5%
SKECHERS U S A INCORPORATED CLASS A 0.0%
Value ($000) $190 Shares 2,824 Est. Cost $67.24 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $190 Shares 1,011 Est. Cost $150.97 Unrealized +27.9%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $189 Shares 1,961 Est. Cost $94.77 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $188 Shares 761 Est. Cost $258.08 Unrealized +1.3%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $185 Shares 6,707 Est. Cost $21.26 Unrealized
SRE SEMPRA 0.0%
Value ($000) $185 Shares 2,106 Est. Cost $68.52 Unrealized +23.1%
MMM 3M COMPANY 0.0%
Value ($000) $182 Shares 1,413 Est. Cost $80.36 Unrealized +59.8%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value ($000) $180 Shares 344 Est. Cost $317.16 Unrealized +64.2%
AVLV AMERICAN CENTY ETF TR AVANTIS US LARGE CAP 0.0%
Value ($000) $170 Shares 2,547 Est. Cost $65.29 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $168 Shares 357 Est. Cost $434.03 Unrealized +13.6%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $166 Shares 635 Est. Cost $258.05 Unrealized +10.8%
TFC TRUIST FINL CORPORATION 0.0%
Value ($000) $165 Shares 3,797 Est. Cost $28.47 Unrealized +48.6%
VMC VULCAN MATLS COMPANY 0.0%
Value ($000) $160 Shares 621 Est. Cost $263.07 Unrealized +1.4%
GGG GRACO INCORPORATED 0.0%
Value ($000) $154 Shares 1,822 Est. Cost $75.06 Unrealized +13.5%
PAG PENSKE AUTOMOTIVE GRP INCORPORATED 0.0%
Value ($000) $152 Shares 1,000 Est. Cost $145.07 Unrealized +9.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $152 Shares 1,149 Est. Cost $130.68 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $151 Shares 7,729 Est. Cost $13.80 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $150 Shares 3,133 Est. Cost $33.94 Unrealized
LEN LENNAR CORPORATION CLASS A 0.0%
Value ($000) $149 Shares 1,095 Est. Cost $105.19 Unrealized +51.8%
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $148 Shares 598 Est. Cost $72.51 Unrealized +250.1%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $148 Shares 2,272 Est. Cost $65.16 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value ($000) $147 Shares 418 Est. Cost $290.56 Unrealized +22.1%
IOT SAMSARA INCORPORATED COM CLASS A 0.0%
Value ($000) $146 Shares 3,337 Est. Cost $49.20 Unrealized 0.0%
DTM DT MIDSTREAM INCORPORATED COMMON STOCK 0.0%
Value ($000) $145 Shares 1,460 Est. Cost $57.74 Unrealized +59.0%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value ($000) $145 Shares 2,633 Est. Cost $43.09 Unrealized
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value ($000) $140 Shares 1,350 Est. Cost $61.91 Unrealized +60.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) 0.0%
Value ($000) $140 Shares 1,619 Est. Cost $58.31 Unrealized +68.3%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $136 Shares 1,478 Est. Cost $80.62 Unrealized +15.5%
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.0%
Value ($000) $135 Shares 3,725 Est. Cost $31.50 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $134 Shares 3,579 Est. Cost $36.78 Unrealized +8.7%
AVIV AMERICAN CENTY ETF TR AVANTIS INTL LARGE CAP 0.0%
Value ($000) $132 Shares 2,545 Est. Cost $52.25 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $131 Shares 2,225 Est. Cost $58.97 Unrealized
RGLD ROYAL GOLD INCORPORATED 0.0%
Value ($000) $129 Shares 977 Est. Cost $144.33 Unrealized 0.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.0%
Value ($000) $128 Shares 1,186 Est. Cost $86.41 Unrealized +25.9%
GAP GAP INCORPORATED 0.0%
Value ($000) $128 Shares 5,400 Est. Cost $8.11 Unrealized +170.8%
HPQ HP INCORPORATED 0.0%
Value ($000) $127 Shares 3,897 Est. Cost $32.00 Unrealized +6.9%
PFG PRINCIPAL FINANCIAL GROUP INCORPORATED 0.0%
Value ($000) $125 Shares 1,620 Est. Cost $66.55 Unrealized +21.2%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.0%
Value ($000) $125 Shares 2,579 Est. Cost $36.45 Unrealized
ROKU ROKU INCORPORATED COM CLASS A 0.0%
Value ($000) $123 Shares 1,648 Est. Cost $64.10 Unrealized +18.2%
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.0%
Value ($000) $121 Shares 2,282 Est. Cost $43.06 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $119 Shares 2,150 Est. Cost $36.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $118 Shares 419 Est. Cost $216.04 Unrealized +25.8%
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $115 Shares 7,438 Est. Cost $8.79 Unrealized +47.7%
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $109 Shares 1,855 Est. Cost $63.38 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $108 Shares 256 Est. Cost $369.70 Unrealized +12.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $107 Shares 1,775 Est. Cost $40.83 Unrealized
HESS CORPORATION 0.0%
Value ($000) $106 Shares 800 Est. Cost $135.83 Unrealized
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $106 Shares 3,599 Est. Cost $30.09 Unrealized
IQV IQVIA HLDGS INCORPORATED 0.0%
Value ($000) $106 Shares 540 Est. Cost $203.56 Unrealized +3.6%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $104 Shares 2,570 Est. Cost $40.49 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $102 Shares 1,118 Est. Cost $65.75 Unrealized +49.2%
AEE AMEREN CORPORATION 0.0%
Value ($000) $100 Shares 1,119 Est. Cost $78.68 Unrealized +10.0%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $99 Shares 440 Est. Cost $172.69 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $95 Shares 4,721 Est. Cost $30.29 Unrealized -25.6%
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $93 Shares 282 Est. Cost $311.89 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $90 Shares 983 Est. Cost $76.63 Unrealized +27.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $89 Shares 336 Est. Cost $228.56 Unrealized
CCI CROWN CASTLE INCORPORATED REIT 0.0%
Value ($000) $88 Shares 970 Est. Cost $102.37 Unrealized -4.2%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP 0.0%
Value ($000) $88 Shares 3,436 Est. Cost $25.59 Unrealized
CNI CANADIAN NATL RY COMPANY (CANADA) 0.0%
Value ($000) $87 Shares 858 Est. Cost $112.39 Unrealized -4.9%
IYY ISHARES TR DOW JONES US ETF 0.0%
Value ($000) $86 Shares 602 Est. Cost $108.33 Unrealized
MEDP MEDPACE HLDGS INCORPORATED 0.0%
Value ($000) $86 Shares 259 Est. Cost $339.14 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $85 Shares 300 Est. Cost $209.67 Unrealized +37.4%
AVMU AVANTIS CORE MUNICIPAL FIXED INCOME ETF 0.0%
Value ($000) $84 Shares 1,828 Est. Cost $46.14 Unrealized
PPG PPG INDUSTRIES INCORPORATED 0.0%
Value ($000) $84 Shares 704 Est. Cost $130.07 Unrealized -6.6%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $83 Shares 636 Est. Cost $125.76 Unrealized +3.5%
IR INGERSOLL RAND INCORPORATED 0.0%
Value ($000) $81 Shares 896 Est. Cost $86.26 Unrealized +15.3%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value ($000) $79 Shares 84 Est. Cost $737.73 Unrealized +21.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $78 Shares 1,747 Est. Cost $64.70 Unrealized -17.1%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $75 Shares 2,013 Est. Cost $43.91 Unrealized +1.7%
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $73 Shares 1,379 Est. Cost $36.48 Unrealized +41.9%
XLE SPDR ENERGY SELECT SECTOR FUND 0.0%
Value ($000) $73 Shares 856 Est. Cost $85.71 Unrealized
UUUU ENERGY FUELS INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $72 Shares 14,100 Est. Cost $6.19 Unrealized 0.0%
MFC MANULIFE FINL CORPORATION (CANADA) 0.0%
Value ($000) $70 Shares 2,294 Est. Cost $19.09 Unrealized +62.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $69 Shares 1,200 Est. Cost $59.63 Unrealized -1.3%
IDEV ISHARES TR CORE MSCI INTL 0.0%
Value ($000) $69 Shares 1,063 Est. Cost $66.06 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $68 Shares 738 Est. Cost $73.00 Unrealized +19.2%
LIN LINDE PLC SHS (IRELAND) 0.0%
Value ($000) $67 Shares 161 Est. Cost $430.85 Unrealized +4.1%
OXY OCCIDENTAL PETE CORPORATION 0.0%
Value ($000) $67 Shares 1,349 Est. Cost $57.71 Unrealized -14.7%
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $66 Shares 849 Est. Cost $83.61 Unrealized +1.5%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $64 Shares 559 Est. Cost $102.70 Unrealized
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $63 Shares 727 Est. Cost $196.03 Unrealized -50.4%
BDX BECTON DICKINSON & COMPANY 0.0%
Value ($000) $62 Shares 271 Est. Cost $240.55 Unrealized -6.4%
XSVN BONDBLOXX ETF TR 7 YR TARGET DURATION 0.0%
Value ($000) $61 Shares 1,316 Est. Cost $46.26 Unrealized
JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) 0.0%
Value ($000) $61 Shares 1,750 Est. Cost $41.71 Unrealized
XTEN BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET 0.0%
Value ($000) $60 Shares 1,349 Est. Cost $44.83 Unrealized
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) 0.0%
Value ($000) $60 Shares 1,688 Est. Cost $27.73 Unrealized +34.7%
TGTX TG THERAPEUTICS INCORPORATED 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $25.83 Unrealized +11.1%
BIDU BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) 0.0%
Value ($000) $59 Shares 700 Est. Cost $106.85 Unrealized
SRH TOTAL RETURN FUND INCORPORATED 0.0%
Value ($000) $58 Shares 3,641 Est. Cost $13.87 Unrealized
ANYWHERE REAL ESTATE INCORPORATED 0.0%
Value ($000) $58 Shares 17,500 Est. Cost $5.75 Unrealized
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $58 Shares 334 Est. Cost $109.61 Unrealized +54.0%
COKE COCA COLA CONS INCORPORATED 0.0%
Value ($000) $57 Shares 46 Est. Cost $60.04 Unrealized +106.4%
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.0%
Value ($000) $57 Shares 727 Est. Cost $74.96 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $57 Shares 635 Est. Cost $79.36 Unrealized +10.9%
HNRG HALLADOR ENERGY COMPANY 0.0%
Value ($000) $56 Shares 4,930 Est. Cost $8.52 Unrealized +31.0%
TTC TORO COMPANY 0.0%
Value ($000) $56 Shares 700 Est. Cost $101.11 Unrealized -17.1%
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $56 Shares 262 Est. Cost $176.04 Unrealized +23.7%
CSX CSX CORPORATION 0.0%
Value ($000) $55 Shares 1,718 Est. Cost $30.76 Unrealized +9.5%
AON AON PLC SHS CL A (IRELAND) 0.0%
Value ($000) $55 Shares 154 Est. Cost $365.26 Unrealized 0.0%
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $55 Shares 481 Est. Cost $123.15 Unrealized 0.0%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $27.36 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $54 Shares 912 Est. Cost $68.25 Unrealized -6.8%
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $54 Shares 156 Est. Cost $226.31 Unrealized +51.8%
XJH ISHARES TR ESG SCRD S&P MID 0.0%
Value ($000) $54 Shares 1,298 Est. Cost $41.83 Unrealized
ESML ISHARES TR ESG AWARE MSCI 0.0%
Value ($000) $54 Shares 1,289 Est. Cost $42.07 Unrealized
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value ($000) $54 Shares 209 Est. Cost $211.59 Unrealized +20.7%
BK BANK NEW YORK MELLON CORPORATION 0.0%
Value ($000) $54 Shares 700 Est. Cost $40.32 Unrealized +87.3%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value ($000) $53 Shares 632 Est. Cost $85.29 Unrealized 0.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $51 Shares 775 Est. Cost $66.15 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $51 Shares 300 Est. Cost $109.58 Unrealized +70.5%
IRT INDEPENDENCE RLTY TR INCORPORATED REIT 0.0%
Value ($000) $51 Shares 2,561 Est. Cost $18.22 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $51 Shares 669 Est. Cost $75.70 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $50 Shares 118 Est. Cost $427.14 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $50 Shares 1,147 Est. Cost $40.09 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $49 Shares 204 Est. Cost $174.86 Unrealized +40.0%
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 0.0%
Value ($000) $49 Shares 1,145 Est. Cost $35.98 Unrealized
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $49 Shares 1,950 Est. Cost $11.70 Unrealized +100.0%
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.0%
Value ($000) $48 Shares 1,240 Est. Cost $31.88 Unrealized
PRHI CONIFER HLDGS INCORPORATED 0.0%
Value ($000) $48 Shares 41,115 Est. Cost $1.14 Unrealized 0.0%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $48 Shares 1,876 Est. Cost $23.92 Unrealized 0.0%
O REALTY INCOME CORPORATION REIT 0.0%
Value ($000) $47 Shares 877 Est. Cost $53.86 Unrealized +1.2%
YUM YUM BRANDS INCORPORATED 0.0%
Value ($000) $44 Shares 326 Est. Cost $128.82 Unrealized +2.7%
IUSG ISHARES TR CORE S&P US GWT 0.0%
Value ($000) $43 Shares 310 Est. Cost $117.21 Unrealized
ENB ENBRIDGE INCORPORATED (CANADA) 0.0%
Value ($000) $43 Shares 1,013 Est. Cost $32.16 Unrealized +21.9%
CLX CLOROX COMPANY DEL 0.0%
Value ($000) $43 Shares 264 Est. Cost $147.22 Unrealized +6.9%
GNRC GENERAC HLDGS INCORPORATED 0.0%
Value ($000) $43 Shares 276 Est. Cost $118.16 Unrealized +46.2%
IEI ISHARES TR 3 7 YR TREAS BD 0.0%
Value ($000) $43 Shares 370 Est. Cost $115.55 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.0%
Value ($000) $42 Shares 397 Est. Cost $107.07 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value ($000) $42 Shares 453 Est. Cost $92.36 Unrealized
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.0%
Value ($000) $41 Shares 191 Est. Cost $201.06 Unrealized +1.0%
AUR AURORA INNOVATION INCORPORATED CLASS A COM 0.0%
Value ($000) $41 Shares 6,500 Est. Cost $1.67 Unrealized +274.0%
LMND LEMONADE INCORPORATED 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $15.65 Unrealized +104.1%
FNV FRANCO NEV CORPORATION (CANADA) 0.0%
Value ($000) $40 Shares 343 Est. Cost $146.40 Unrealized -16.1%
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $40 Shares 475 Est. Cost $101.25 Unrealized 0.0%
FTNT FORTINET INCORPORATED 0.0%
Value ($000) $40 Shares 420 Est. Cost $68.00 Unrealized +30.8%
MSTR MICROSTRATEGY INCORPORATED CLASS A NEW 0.0%
Value ($000) $39 Shares 136 Est. Cost $300.91 Unrealized 0.0%
DFIP DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF 0.0%
Value ($000) $39 Shares 969 Est. Cost $40.49 Unrealized
RBRK RUBRIK INCORPORATED. CLASS A 0.0%
Value ($000) $39 Shares 600 Est. Cost $49.40 Unrealized 0.0%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $38 Shares 625 Est. Cost $61.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value ($000) $38 Shares 191 Est. Cost $193.09 Unrealized
TWLO TWILIO INCORPORATED CLASS A 0.0%
Value ($000) $37 Shares 342 Est. Cost $60.22 Unrealized +51.8%
ACAD ACADIA PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $22.23 Unrealized -27.4%
NKE NIKE INCORPORATED CLASS B 0.0%
Value ($000) $37 Shares 484 Est. Cost $108.98 Unrealized -29.8%
ICF ISHARES TR COHEN STEER REIT 0.0%
Value ($000) $37 Shares 606 Est. Cost $60.22 Unrealized
TOST TOAST INCORPORATED CLASS A 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $19.96 Unrealized +76.0%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $35 Shares 921 Est. Cost $40.58 Unrealized
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value ($000) $35 Shares 318 Est. Cost $44.18 Unrealized +147.1%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $34 Shares 507 Est. Cost $67.69 Unrealized
KELLANOVA 0.0%
Value ($000) $34 Shares 423 Est. Cost $58.29 Unrealized +34.1%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $34 Shares 402 Est. Cost $84.62 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $33 Shares 1,449 Est. Cost $34.18 Unrealized
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value ($000) $33 Shares 383 Est. Cost $62.84 Unrealized +30.6%
AMH AMERICAN HOMES 4 RENT CLASS A REIT 0.0%
Value ($000) $32 Shares 864 Est. Cost $35.45 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $32 Shares 151 Est. Cost $210.75 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value ($000) $32 Shares 135 Est. Cost $200.25 Unrealized +24.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $32 Shares 629 Est. Cost $50.17 Unrealized
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $31 Shares 274 Est. Cost $124.05 Unrealized -11.1%
DFCF DIMENSIONAL ETF TRUST CORE FIXED INCOME ETF 0.0%
Value ($000) $31 Shares 752 Est. Cost $41.28 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $30 Shares 302 Est. Cost $103.18 Unrealized -0.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $30 Shares 1,598 Est. Cost $26.96 Unrealized
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $29 Shares 238 Est. Cost $80.94 Unrealized +47.1%
SHAK SHAKE SHACK INCORPORATED CLASS A 0.0%
Value ($000) $29 Shares 222 Est. Cost $122.51 Unrealized 0.0%
JBL JABIL INCORPORATED 0.0%
Value ($000) $29 Shares 200 Est. Cost $87.51 Unrealized +49.6%
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $108.82 Unrealized +26.2%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $28 Shares 1,293 Est. Cost $16.10 Unrealized +20.3%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $27 Shares 800 Est. Cost $36.46 Unrealized -12.8%
ELF E L F BEAUTY INCORPORATED 0.0%
Value ($000) $27 Shares 217 Est. Cost $119.94 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $27 Shares 305 Est. Cost $89.20 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $27 Shares 165 Est. Cost $178.24 Unrealized -1.1%
DHI D R HORTON INCORPORATED 0.0%
Value ($000) $27 Shares 192 Est. Cost $131.53 Unrealized +25.4%
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $27 Shares 133 Est. Cost $170.96 Unrealized +23.5%
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value ($000) $26 Shares 476 Est. Cost $55.45 Unrealized
KLAC KLA CORPORATION COM NEW 0.0%
Value ($000) $26 Shares 41 Est. Cost $477.92 Unrealized +40.0%
CMA COMERICA INCORPORATED 0.0%
Value ($000) $26 Shares 417 Est. Cost $47.39 Unrealized +30.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $26 Shares 605 Est. Cost $24.49 Unrealized +75.3%
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD (ISRAEL) 0.0%
Value ($000) $25 Shares 135 Est. Cost $188.34 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INCORPORATED 0.0%
Value ($000) $25 Shares 227 Est. Cost $51.31 Unrealized +80.2%
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $25 Shares 21 Est. Cost $68.30 Unrealized +18.1%
NOK NOKIA CORPORATION SPONSORED ADR (FINLAND) 0.0%
Value ($000) $25 Shares 5,600 Est. Cost $4.16 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $25 Shares 281 Est. Cost $75.04 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $24 Shares 340 Est. Cost $72.05 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $24 Shares 429 Est. Cost $56.99 Unrealized +2.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $24 Shares 67 Est. Cost $318.12 Unrealized +15.1%
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $24 Shares 341 Est. Cost $57.82 Unrealized +15.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $24 Shares 350 Est. Cost $42.52 Unrealized +75.0%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $23 Shares 740 Est. Cost $27.89 Unrealized +7.4%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $23 Shares 301 Est. Cost $75.61 Unrealized
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value ($000) $23 Shares 800 Est. Cost $27.83 Unrealized +8.1%
AFL AFLAC INCORPORATED 0.0%
Value ($000) $22 Shares 210 Est. Cost $63.22 Unrealized +68.3%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $21 Shares 120 Est. Cost $146.23 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value ($000) $21 Shares 422 Est. Cost $52.00 Unrealized -0.4%
SOLV SOLVENTUM CORPORATION COM SHS 0.0%
Value ($000) $21 Shares 314 Est. Cost $70.01 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $21 Shares 359 Est. Cost $57.53 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $21 Shares 192 Est. Cost $108.14 Unrealized
WPC WP CAREY INCORPORATED REIT 0.0%
Value ($000) $20 Shares 376 Est. Cost $65.99 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $20 Shares 275 Est. Cost $85.93 Unrealized -18.5%
CVNA CARVANA COMPANY CLASS A 0.0%
Value ($000) $20 Shares 100 Est. Cost $13.87 Unrealized +1519.7%
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $20 Shares 207 Est. Cost $96.93 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 530 Est. Cost $54.68 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $19 Shares 228 Est. Cost $80.84 Unrealized +3.8%
COHR COHERENT CORPORATION 0.0%
Value ($000) $19 Shares 200 Est. Cost $100.05 Unrealized 0.0%
AVAV AEROVIRONMENT INCORPORATED 0.0%
Value ($000) $19 Shares 123 Est. Cost $195.72 Unrealized 0.0%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $19 Shares 144 Est. Cost $113.31 Unrealized
RACE FERRARI N V (NETHERLANDS) 0.0%
Value ($000) $19 Shares 44 Est. Cost $359.94 Unrealized +25.4%
GAMCO NAT RES GOLD & INCOME TR SH BEN INT 0.0%
Value ($000) $18 Shares 3,381 Est. Cost $5.14 Unrealized
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $18 Shares 315 Est. Cost $56.75 Unrealized
MET METLIFE INCORPORATED 0.0%
Value ($000) $18 Shares 218 Est. Cost $66.47 Unrealized +21.3%
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $18 Shares 312 Est. Cost $44.14 Unrealized
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $18 Shares 280 Est. Cost $61.43 Unrealized
STE STERIS PLC SHS USD (IRELAND) 0.0%
Value ($000) $17 Shares 84 Est. Cost $198.71 Unrealized +9.4%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $17 Shares 43 Est. Cost $347.98 Unrealized
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $17 Shares 51 Est. Cost $286.94 Unrealized +22.5%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $17 Shares 244 Est. Cost $70.24 Unrealized
LYV LIVE NATION ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $17 Shares 132 Est. Cost $78.06 Unrealized +61.3%
INTU INTUIT 0.0%
Value ($000) $17 Shares 27 Est. Cost $551.67 Unrealized +15.0%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $17 Shares 179 Est. Cost $80.64 Unrealized +21.9%
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $16 Shares 520 Est. Cost $30.93 Unrealized
CRMD CORMEDIX INCORPORATED 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $4.95 Unrealized +101.9%
XEL XCEL ENERGY INCORPORATED 0.0%
Value ($000) $16 Shares 239 Est. Cost $60.77 Unrealized +6.0%
NTNX NUTANIX INCORPORATED CLASS A 0.0%
Value ($000) $16 Shares 261 Est. Cost $65.36 Unrealized 0.0%
DOW DOW INCORPORATED 0.0%
Value ($000) $16 Shares 395 Est. Cost $45.49 Unrealized -5.6%
CPNG COUPANG INCORPORATED CLASS A 0.0%
Value ($000) $15 Shares 700 Est. Cost $16.32 Unrealized +50.4%
RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $3.73 Unrealized 0.0%
YUMC YUM CHINA HLDGS INCORPORATED 0.0%
Value ($000) $15 Shares 316 Est. Cost $60.31 Unrealized -21.4%
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $15 Shares 290 Est. Cost $51.91 Unrealized
ACMR ACM RESH INCORPORATED COM CLASS A 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.07 Unrealized 0.0%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $15 Shares 226 Est. Cost $56.01 Unrealized +18.8%
GWW GRAINGER W W INCORPORATED 0.0%
Value ($000) $15 Shares 14 Est. Cost $708.54 Unrealized +57.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $15 Shares 84 Est. Cost $152.89 Unrealized
DFNM DIMENSIONAL ETF TRUST NATIONAL MUNI BOND ETF 0.0%
Value ($000) $15 Shares 306 Est. Cost $47.82 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.0%
Value ($000) $15 Shares 23 Est. Cost $655.15 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $14 Shares 63 Est. Cost $208.76 Unrealized +16.9%
ELV ELEVANCE HEALTH INCORPORATED 0.0%
Value ($000) $14 Shares 39 Est. Cost $432.38 Unrealized -5.3%
BATRA ATLANTA BRAVES HLDGS INCORPORATED COM SER A 0.0%
Value ($000) $14 Shares 350 Est. Cost $40.04 Unrealized +5.1%
DNLI DENALI THERAPEUTICS INCORPORATED 0.0%
Value ($000) $14 Shares 700 Est. Cost $28.12 Unrealized -9.0%
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $14 Shares 255 Est. Cost $38.77 Unrealized +32.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 56 Est. Cost $152.25 Unrealized
ENPH ENPHASE ENERGY INCORPORATED 0.0%
Value ($000) $14 Shares 197 Est. Cost $178.67 Unrealized -55.6%
AMP AMERIPRISE FINL INCORPORATED 0.0%
Value ($000) $13 Shares 25 Est. Cost $526.39 Unrealized 0.0%
ALTG ALTA EQUIPMENT GROUP INCORPORATED COMMON STOCK 0.0%
Value ($000) $13 Shares 2,031 Est. Cost $6.82 Unrealized 0.0%
S SENTINELONE INCORPORATED CLASS A 0.0%
Value ($000) $13 Shares 596 Est. Cost $20.40 Unrealized +25.1%
STT STATE STR CORPORATION 0.0%
Value ($000) $13 Shares 131 Est. Cost $65.58 Unrealized +39.1%
AVIG AVANTIS CORE FIXED INCOME ETF 0.0%
Value ($000) $13 Shares 315 Est. Cost $40.57 Unrealized
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value ($000) $13 Shares 103 Est. Cost $82.18 Unrealized +60.5%
IONQ IONQ INCORPORATED 0.0%
Value ($000) $13 Shares 300 Est. Cost $10.68 Unrealized +134.9%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $13 Shares 116 Est. Cost $82.83 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $12 Shares 100 Est. Cost $98.23 Unrealized +22.8%
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value ($000) $12 Shares 40 Est. Cost $234.06 Unrealized +24.2%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $12 Shares 172 Est. Cost $66.72 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $12 Shares 62 Est. Cost $133.35 Unrealized
PINS PINTEREST INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 400 Est. Cost $27.23 Unrealized +15.4%
CP CANADIAN PACIFIC KANSAS CITY (CANADA) 0.0%
Value ($000) $12 Shares 160 Est. Cost $77.28 Unrealized -1.1%
BABA CALL: ALIBABA GROUP HLDG LTD JAN 85 EXP 01/17/25 100 BABA 0.0%
Value ($000) $12 Shares 50 Est. Cost $84.62 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $11 Shares 112 Est. Cost $83.73 Unrealized
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.0%
Value ($000) $11 Shares 51 Est. Cost $231.32 Unrealized 0.0%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $11 Shares 33 Est. Cost $327.30 Unrealized +12.9%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $11 Shares 60 Est. Cost $175.96 Unrealized
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $11 Shares 306 Est. Cost $13.89 Unrealized +173.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 229 Est. Cost $28.41 Unrealized +64.2%
ITRI ITRON INCORPORATED 0.0%
Value ($000) $11 Shares 98 Est. Cost $63.24 Unrealized +76.7%
FCNCA FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A 0.0%
Value ($000) $11 Shares 5 Est. Cost $2085.37 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $11 Shares 322 Est. Cost $45.37 Unrealized -19.7%
SLS SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.61 Unrealized -28.9%
SITE SITEONE LANDSCAPE SUPPLY INCORPORATED 0.0%
Value ($000) $10 Shares 78 Est. Cost $147.55 Unrealized -2.2%
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.0%
Value ($000) $10 Shares 1,015 Est. Cost $10.11 Unrealized
RGA REINSURANCE GRP OF AMERICA INCORPORATED COM NEW 0.0%
Value ($000) $10 Shares 48 Est. Cost $142.04 Unrealized +53.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 0.0%
Value ($000) $10 Shares 129 Est. Cost $76.85 Unrealized 0.0%
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) 0.0%
Value ($000) $10 Shares 51 Est. Cost $193.27 Unrealized
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $10 Shares 1,307 Est. Cost $8.00 Unrealized
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 0.0%
Value ($000) $10 Shares 183 Est. Cost $52.83 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $10 Shares 96 Est. Cost $100.13 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $10 Shares 191 Est. Cost $48.11 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value ($000) $10 Shares 176 Est. Cost $51.72 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value ($000) $10 Shares 66 Est. Cost $164.34 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A 0.0%
Value ($000) $9 Shares 713 Est. Cost $14.36 Unrealized -19.8%
SO SOUTHERN COMPANY 0.0%
Value ($000) $9 Shares 114 Est. Cost $63.75 Unrealized +32.6%
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $9 Shares 125 Est. Cost $147.12 Unrealized -53.3%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $9 Shares 567 Est. Cost $9.77 Unrealized +60.8%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $9 Shares 454 Est. Cost $13.79 Unrealized +31.7%
FWONK LIBERTY MEDIA CORPORATION DEL COM LBTY ONE S C 0.0%
Value ($000) $9 Shares 96 Est. Cost $71.84 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET ETF TRUST 0.0%
Value ($000) $9 Shares 81 Est. Cost $109.80 Unrealized
DBX DROPBOX INCORPORATED CLASS A 0.0%
Value ($000) $9 Shares 296 Est. Cost $22.79 Unrealized +21.1%
HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED 0.0%
Value ($000) $9 Shares 47 Est. Cost $207.18 Unrealized +1.4%
ITW ILLINOIS TOOL WKS INCORPORATED 0.0%
Value ($000) $9 Shares 35 Est. Cost $219.64 Unrealized +17.2%
DLR DIGITAL RLTY TR INCORPORATED REIT 0.0%
Value ($000) $9 Shares 49 Est. Cost $149.52 Unrealized +14.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $9 Shares 14 Est. Cost $621.79 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $9 Shares 56 Est. Cost $153.90 Unrealized +9.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $9 Shares 56 Est. Cost $154.96 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 132 Est. Cost $67.54 Unrealized
GUNR FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM 0.0%
Value ($000) $8 Shares 233 Est. Cost $36.36 Unrealized
RSG REPUBLIC SVCS INCORPORATED 0.0%
Value ($000) $8 Shares 42 Est. Cost $204.32 Unrealized 0.0%
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $8 Shares 244 Est. Cost $13.53 Unrealized +115.1%
SSNC SS&C TECHNOLOGIES HLDGS INCORPORATED 0.0%
Value ($000) $8 Shares 111 Est. Cost $74.81 Unrealized 0.0%
XLRE SPDR REAL ESTATE SELECT SECTOR FUND 0.0%
Value ($000) $8 Shares 206 Est. Cost $40.67 Unrealized
ALGN ALIGN TECHNOLOGY INCORPORATED 0.0%
Value ($000) $8 Shares 40 Est. Cost $306.55 Unrealized -27.1%
D DOMINION ENERGY INCORPORATED 0.0%
Value ($000) $8 Shares 154 Est. Cost $47.58 Unrealized +13.6%
PLAB PHOTRONICS INCORPORATED 0.0%
Value ($000) $8 Shares 349 Est. Cost $23.20 Unrealized +5.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $8 Shares 170 Est. Cost $49.92 Unrealized
AOA ISHARES TR AGGRES ALLOC ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $66.35 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value ($000) $8 Shares 37 Est. Cost $215.49 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $8 Shares 332 Est. Cost $23.84 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $8 Shares 81 Est. Cost $97.74 Unrealized
NORDSTROM INCORPORATED 0.0%
Value ($000) $8 Shares 317 Est. Cost $20.47 Unrealized
MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.10 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 172 Est. Cost $41.11 Unrealized
SAM BOSTON BEER INCORPORATED CLASS A 0.0%
Value ($000) $8 Shares 25 Est. Cost $321.59 Unrealized -6.2%
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $77.71 Unrealized
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $85.96 Unrealized
OSUR ORASURE TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $6.00 Unrealized -33.7%
WAB WABTEC 0.0%
Value ($000) $7 Shares 38 Est. Cost $97.89 Unrealized +96.6%
AL AIR LEASE CORPORATION CLASS A 0.0%
Value ($000) $7 Shares 149 Est. Cost $37.79 Unrealized +22.5%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $7 Shares 88 Est. Cost $83.93 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $7 Shares 123 Est. Cost $56.70 Unrealized
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $7 Shares 106 Est. Cost $77.49 Unrealized -17.3%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $7 Shares 216 Est. Cost $30.79 Unrealized -0.4%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $156.36 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $6 Shares 51 Est. Cost $96.65 Unrealized
SNY SANOFI SPONSORED ADR (FRANCE) 0.0%
Value ($000) $6 Shares 133 Est. Cost $48.23 Unrealized
CAH CARDINAL HEALTH INCORPORATED 0.0%
Value ($000) $6 Shares 54 Est. Cost $114.81 Unrealized 0.0%
VRSK VERISK ANALYTICS INCORPORATED 0.0%
Value ($000) $6 Shares 22 Est. Cost $276.10 Unrealized 0.0%
FFIV F5 INCORPORATED 0.0%
Value ($000) $6 Shares 24 Est. Cost $239.08 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $6 Shares 206 Est. Cost $34.42 Unrealized -4.3%
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $6 Shares 476 Est. Cost $8.49 Unrealized +37.0%
DFSD DIMENSIONAL ETF TRUST SHORT DURATION FIXED 0.0%
Value ($000) $6 Shares 126 Est. Cost $46.88 Unrealized
HUBB HUBBELL INCORPORATED 0.0%
Value ($000) $6 Shares 14 Est. Cost $439.65 Unrealized 0.0%
GNTX GENTEX CORPORATION 0.0%
Value ($000) $6 Shares 203 Est. Cost $27.56 Unrealized +8.6%
CINF CINCINNATI FINL CORPORATION 0.0%
Value ($000) $6 Shares 40 Est. Cost $108.97 Unrealized +30.3%
LH LABCORP HOLDINGS INCORPORATED COM SHS 0.0%
Value ($000) $6 Shares 25 Est. Cost $226.47 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value ($000) $6 Shares 20 Est. Cost $271.56 Unrealized 0.0%
PLAY DAVE & BUSTERS ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $5 Shares 187 Est. Cost $57.33 Unrealized -39.3%
DPZ DOMINOS PIZZA INCORPORATED 0.0%
Value ($000) $5 Shares 13 Est. Cost $303.72 Unrealized +41.2%
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $51.62 Unrealized
EFX EQUIFAX INCORPORATED 0.0%
Value ($000) $5 Shares 21 Est. Cost $265.60 Unrealized 0.0%
NRG NRG ENERGY INCORPORATED COM NEW 0.0%
Value ($000) $5 Shares 59 Est. Cost $40.12 Unrealized +127.4%
MCO MOODYS CORPORATION 0.0%
Value ($000) $5 Shares 11 Est. Cost $473.16 Unrealized 0.0%
APP APPLOVIN CORPORATION COM CLASS A 0.0%
Value ($000) $5 Shares 16 Est. Cost $252.97 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF 0.0%
Value ($000) $5 Shares 149 Est. Cost $34.59 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $5 Shares 76 Est. Cost $58.67 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 140 Est. Cost $36.32 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $253.70 Unrealized
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $55.75 Unrealized
SNAP SNAP INCORPORATED CLASS A 0.0%
Value ($000) $5 Shares 463 Est. Cost $10.05 Unrealized +12.2%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $5 Shares 183 Est. Cost $30.79 Unrealized -8.1%
SOUN SOUNDHOUND AI INCORPORATED CLASS A COM 0.0%
Value ($000) $5 Shares 250 Est. Cost $9.63 Unrealized 0.0%
DECK DECKERS OUTDOOR CORPORATION 0.0%
Value ($000) $5 Shares 24 Est. Cost $164.04 Unrealized +10.2%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.0%
Value ($000) $5 Shares 26 Est. Cost $198.35 Unrealized 0.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $5 Shares 41 Est. Cost $96.32 Unrealized
WTW WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) 0.0%
Value ($000) $5 Shares 15 Est. Cost $302.48 Unrealized 0.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $115.74 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $5 Shares 24 Est. Cost $174.47 Unrealized
IYT ISHARES TR US TRSPRTION 0.0%
Value ($000) $5 Shares 67 Est. Cost $235.00 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $55.70 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $4 Shares 176 Est. Cost $25.32 Unrealized
EWBC EAST WEST BANCORP INCORPORATED 0.0%
Value ($000) $4 Shares 46 Est. Cost $48.17 Unrealized +96.9%
OMC OMNICOM GROUP INCORPORATED 0.0%
Value ($000) $4 Shares 51 Est. Cost $94.87 Unrealized 0.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $4 Shares 101 Est. Cost $43.19 Unrealized
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value ($000) $4 Shares 48 Est. Cost $86.71 Unrealized 0.0%
FAST FASTENAL COMPANY 0.0%
Value ($000) $4 Shares 59 Est. Cost $38.15 Unrealized 0.0%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value ($000) $4 Shares 273 Est. Cost $19.10 Unrealized -17.5%
FTS FORTIS INCORPORATED (CANADA) 0.0%
Value ($000) $4 Shares 98 Est. Cost $39.32 Unrealized +6.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.07 Unrealized
OPEN OPENDOOR TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $1.94 Unrealized -3.7%
MAS MASCO CORPORATION 0.0%
Value ($000) $4 Shares 55 Est. Cost $50.02 Unrealized +56.8%
SEE SEALED AIR CORPORATION NEW 0.0%
Value ($000) $4 Shares 118 Est. Cost $34.70 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $4 Shares 2 Est. Cost $2135.94 Unrealized 0.0%
AA ALCOA CORPORATION 0.0%
Value ($000) $4 Shares 105 Est. Cost $35.15 Unrealized +16.6%
DOCU DOCUSIGN INCORPORATED 0.0%
Value ($000) $4 Shares 43 Est. Cost $52.96 Unrealized +50.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.96 Unrealized
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $4 Shares 120 Est. Cost $31.25 Unrealized +4.2%
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $103.85 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $4 Shares 22 Est. Cost $243.41 Unrealized -29.0%
SONY SONY GROUP CORPORATION SPONSORED ADR (JAPAN) 0.0%
Value ($000) $4 Shares 175 Est. Cost $21.16 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $57.64 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $44.61 Unrealized
APH AMPHENOL CORPORATION NEW CLASS A 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.34 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $3 Shares 331 Est. Cost $12.98 Unrealized -28.4%
FOXA FOX CORPORATION CLASS A COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $43.82 Unrealized +1.8%
TDOC TELADOC HEALTH INCORPORATED 0.0%
Value ($000) $3 Shares 382 Est. Cost $24.11 Unrealized -59.9%
SBAC SBA COMMUNICATIONS CORPORATION CLASS A REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $220.13 Unrealized 0.0%
PCG PG&E CORPORATION 0.0%
Value ($000) $3 Shares 167 Est. Cost $20.16 Unrealized 0.0%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.0%
Value ($000) $3 Shares 88 Est. Cost $44.04 Unrealized 0.0%
CHWY CHEWY INCORPORATED CLASS A 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.81 Unrealized -10.7%
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $3 Shares 81 Est. Cost $33.23 Unrealized +20.2%
STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) 0.0%
Value ($000) $3 Shares 126 Est. Cost $49.99 Unrealized
MEC MAYVILLE ENGR COMPANY INCORPORATED 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.28 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value ($000) $3 Shares 6 Est. Cost $547.53 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $3 Shares 42 Est. Cost $75.96 Unrealized -0.4%
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.82 Unrealized
GPC GENUINE PARTS COMPANY 0.0%
Value ($000) $3 Shares 26 Est. Cost $120.15 Unrealized 0.0%
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $3 Shares 40 Est. Cost $69.96 Unrealized 0.0%
KVUE KENVUE INCORPORATED 0.0%
Value ($000) $3 Shares 130 Est. Cost $21.68 Unrealized 0.0%
RL RALPH LAUREN CORPORATION CLASS A 0.0%
Value ($000) $3 Shares 12 Est. Cost $209.74 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $3 Shares 16 Est. Cost $173.25 Unrealized
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $3 Shares 18 Est. Cost $145.12 Unrealized 0.0%
SNA SNAP ON INCORPORATED 0.0%
Value ($000) $3 Shares 8 Est. Cost $327.46 Unrealized 0.0%
HL HECLA MINING COMPANY 0.0%
Value ($000) $3 Shares 524 Est. Cost $5.63 Unrealized +5.7%
BIOLINERX LIMITED SPONSORED ADS (ISRAEL) 0.0%
Value ($000) $3 Shares 12,000 Est. Cost $1.59 Unrealized
WMG WARNER MUSIC GROUP CORPORATION COM CLASS A 0.0%
Value ($000) $3 Shares 81 Est. Cost $30.93 Unrealized 0.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $2 Shares 127 Est. Cost $19.39 Unrealized
SCHW SCHWAB CHARLES CORPORATION 0.0%
Value ($000) $2 Shares 33 Est. Cost $73.82 Unrealized 0.0%
CG CARLYLE GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 48 Est. Cost $48.88 Unrealized 0.0%
PENN PENN ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $2 Shares 122 Est. Cost $26.63 Unrealized -26.2%
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF 0.0%
Value ($000) $2 Shares 107 Est. Cost $22.40 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.05 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $148.21 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.0%
Value ($000) $2 Shares 27 Est. Cost $91.45 Unrealized 0.0%
ALLE ALLEGION PLC ORD SHS (IRELAND) 0.0%
Value ($000) $2 Shares 17 Est. Cost $139.95 Unrealized 0.0%
FUBO FUBOTV INCORPORATED 0.0%
Value ($000) $2 Shares 1,747 Est. Cost $1.60 Unrealized -4.3%
CFG CITIZENS FINL GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.45 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INCORPORATED 0.0%
Value ($000) $2 Shares 20 Est. Cost $132.67 Unrealized -20.1%
ROP ROPER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $2 Shares 4 Est. Cost $544.39 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $65.02 Unrealized
HUM HUMANA INCORPORATED 0.0%
Value ($000) $2 Shares 8 Est. Cost $263.59 Unrealized 0.0%
COR CENCORA INCORPORATED 0.0%
Value ($000) $2 Shares 9 Est. Cost $233.11 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $119.51 Unrealized 0.0%
WMS ADVANCED DRAIN SYSTEMS INCORPORATED DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.21 Unrealized +48.0%
CBOE CBOE GLOBAL MKTS INCORPORATED 0.0%
Value ($000) $2 Shares 10 Est. Cost $204.35 Unrealized 0.0%
INCY INCYTE CORPORATION 0.0%
Value ($000) $2 Shares 28 Est. Cost $63.61 Unrealized +12.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $2 Shares 90 Est. Cost $20.44 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.26 Unrealized +35.9%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $186.20 Unrealized +18.1%
KLG WK KELLOGG COMPANY COM SHS 0.0%
Value ($000) $2 Shares 105 Est. Cost $13.14 Unrealized
DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A 0.0%
Value ($000) $2 Shares 50 Est. Cost $23.04 Unrealized +72.2%
EVRG EVERGY INCORPORATED 0.0%
Value ($000) $2 Shares 30 Est. Cost $59.13 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 57 Est. Cost $31.95 Unrealized
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.25 Unrealized
LUCID GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 600 Est. Cost $6.89 Unrealized
HAS HASBRO INCORPORATED 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.34 Unrealized 0.0%
NVCR NOVOCURE LIMITED ORD SHS (JERSEY) 0.0%
Value ($000) $2 Shares 60 Est. Cost $62.09 Unrealized -65.9%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $2 Shares 29 Est. Cost $27.71 Unrealized +80.7%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $2 Shares 3 Est. Cost $557.26 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value ($000) $2 Shares 7 Est. Cost $201.34 Unrealized +13.7%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.0%
Value ($000) $2 Shares 20 Est. Cost $70.21 Unrealized +20.2%
GMED GLOBUS MED INCORPORATED CLASS A 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.71 Unrealized +7.0%
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $68.54 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT (BERMUDA) 0.0%
Value ($000) $2 Shares 72 Est. Cost $29.17 Unrealized
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value ($000) $2 Shares 30 Est. Cost $50.70 Unrealized +4.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $103.33 Unrealized
CUBE CUBESMART REIT 0.0%
Value ($000) $2 Shares 36 Est. Cost $42.86 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $58.85 Unrealized
DFAT DIMENSIONAL ETF TRUST U S TARGET VALUE ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $55.85 Unrealized
SSD SIMPSON MFG INCORPORATED 0.0%
Value ($000) $2 Shares 9 Est. Cost $120.65 Unrealized +50.5%
CNH CNH INDL N V SHS (NETHERLANDS) 0.0%
Value ($000) $1 Shares 128 Est. Cost $11.17 Unrealized 0.0%
PUK PRUDENTIAL PLC ADR (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 89 Est. Cost $15.94 Unrealized
OKE ONEOK INCORPORATED NEW 0.0%
Value ($000) $1 Shares 14 Est. Cost $96.84 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.0%
Value ($000) $1 Shares 150 Est. Cost $25.40 Unrealized
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value ($000) $1 Shares 50 Est. Cost $37.32 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $83.20 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $254.50 Unrealized
IBTH ISHARES TR IBONDS 27 TRM TS 0.0%
Value ($000) $1 Shares 60 Est. Cost $22.31 Unrealized
ISHARES TR IBONDS 25 TRM TS 0.0%
Value ($000) $1 Shares 56 Est. Cost $23.28 Unrealized
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.62 Unrealized
IBTG ISHARES TR IBONDS 26 TRM TS 0.0%
Value ($000) $1 Shares 57 Est. Cost $22.82 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.09 Unrealized +2.6%
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 10 Est. Cost $173.48 Unrealized
NWL NEWELL BRANDS INCORPORATED 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.54 Unrealized 0.0%
EOG EOG RES INCORPORATED 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.67 Unrealized +17.8%
OVV OVINTIV INCORPORATED 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.65 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INCORPORATED CLASS B (CANADA) 0.0%
Value ($000) $1 Shares 38 Est. Cost $35.73 Unrealized 0.0%
WAT WATERS CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $365.79 Unrealized 0.0%
CSIQ CANADIAN SOLAR INCORPORATED (CANADA) 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.77 Unrealized -66.7%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.33 Unrealized
DGX QUEST DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $1 Shares 7 Est. Cost $152.61 Unrealized 0.0%
ALLY ALLY FINL INCORPORATED 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.15 Unrealized +44.1%
WEX WEX INCORPORATED 0.0%
Value ($000) $1 Shares 6 Est. Cost $187.51 Unrealized 0.0%
KR KROGER COMPANY 0.0%
Value ($000) $1 Shares 17 Est. Cost $57.34 Unrealized 0.0%
NTRS NORTHERN TR CORPORATION 0.0%
Value ($000) $1 Shares 10 Est. Cost $99.01 Unrealized 0.0%
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.91 Unrealized
LEA LEAR CORPORATION COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.98 Unrealized 0.0%
DNN DENISON MINES CORPORATION (CANADA) 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.11 Unrealized +89.4%
WELL WELLTOWER INCORPORATED REIT 0.0%
Value ($000) $1 Shares 7 Est. Cost $128.69 Unrealized 0.0%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $104.63 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $39.60 Unrealized
AVNS AVANOS MED INCORPORATED 0.0%
Value ($000) $1 Shares 51 Est. Cost $26.34 Unrealized -24.9%
FIGS FIGS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.60 Unrealized -23.3%
FND FLOOR & DECOR HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 8 Est. Cost $107.42 Unrealized 0.0%
CBRE CBRE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 6 Est. Cost $130.93 Unrealized 0.0%
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $1 Shares 28 Est. Cost $24.88 Unrealized 0.0%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.04 Unrealized 0.0%
HITI HIGH TIDE INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $1 Shares 240 Est. Cost $2.83 Unrealized 0.0%
IRM IRON MTN INCORPORATED DEL REIT 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.79 Unrealized 0.0%
SLVM SYLVAMO CORPORATION COMMON STOCK 0.0%
Value ($000) $1 Shares 9 Est. Cost $78.89 Unrealized +4.9%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $1 Shares 73 Est. Cost $37.28 Unrealized -72.9%
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT 0.0%
Value ($000) $1 Shares 4 Est. Cost $165.60 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value ($000) $1 Shares 22 Est. Cost $18.50 Unrealized
GLOB GLOBANT S A (LUXEMBOURG) 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.18 Unrealized 0.0%
PSA PUBLIC STORAGE OPER COMPANY REIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $315.96 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INCORPORATED REIT 0.0%
Value ($000) $1 Shares 4 Est. Cost $155.36 Unrealized 0.0%
FTRE FORTREA HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 32 Est. Cost $19.49 Unrealized 0.0%
EMBC EMBECTA CORPORATION COMMON STOCK 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.64 Unrealized -24.7%
ASIX ADVANSIX INCORPORATED 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.85 Unrealized -13.7%
GTLB GITLAB INCORPORATED CLASS A COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $37.16 Unrealized +56.9%
KIM KIMCO RLTY CORPORATION REIT 0.0%
Value ($000) $1 Shares 24 Est. Cost $22.93 Unrealized 0.0%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $112.20 Unrealized
UDR UDR INCORPORATED REIT 0.0%
Value ($000) $1 Shares 12 Est. Cost $42.30 Unrealized 0.0%
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $31.71 Unrealized 0.0%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $73.75 Unrealized +43.7%
EQT EQT CORPORATION 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.68 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $0 Shares 6 Est. Cost $78.92 Unrealized 0.0%
FVRR FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.44 Unrealized +2.1%
VTR VENTAS INCORPORATED REIT 0.0%
Value ($000) $0 Shares 8 Est. Cost $60.66 Unrealized 0.0%
WEC WEC ENERGY GROUP INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.36 Unrealized 0.0%
PATH UIPATH INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 36 Est. Cost $16.04 Unrealized -17.6%
GTX GARRETT MOTION INCORPORATED 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.02 Unrealized +3.5%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 6 Est. Cost $184.95 Unrealized -58.2%
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.78 Unrealized 0.0%
HASHICORP INCORPORATED COM CLASS A 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.23 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.00 Unrealized
BHF BRIGHTHOUSE FINL INCORPORATED 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.41 Unrealized +3.1%
CRL CHARLES RIV LABS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.63 Unrealized 0.0%
EG EVEREST GROUP LIMITED (BERMUDA) 0.0%
Value ($000) $0 Shares 1 Est. Cost $369.02 Unrealized 0.0%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.04 Unrealized +13.6%
LIBERTY MEDIA CORPORATION DEL COM LBTY LIV S C 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.25 Unrealized
CF CF INDUSTRIES HLDGS INCORPORATED 0.0%
Value ($000) $0 Shares 3 Est. Cost $84.24 Unrealized 0.0%
NGD NEW GOLD INCORPORATED CDA (CANADA) 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.24 Unrealized +123.1%
GENPREX INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 250 Est. Cost $2.98 Unrealized
PLUG PLUG POWER INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.10 Unrealized -76.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.17 Unrealized
BLIN BRIDGELINE DIGITAL INCORPORATED 0.0%
Value ($000) $0 Shares 91 Est. Cost $1.22 Unrealized 0.0%
BATRK ATLANTA BRAVES HLDGS INCORPORATED COM SER C 0.0%
Value ($000) $0 Shares 2 Est. Cost $37.85 Unrealized +5.3%
EDIT EDITAS MEDICINE INCORPORATED 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.71 Unrealized -70.8%
NMM NAVIOS MARITIME PARTNERS L P COM UNIT LPI 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.00 Unrealized
AMC AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.64 Unrealized -85.2%
ZIMVIE INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $0 Shares 4 Est. Cost $5.25 Unrealized
UA UNDER ARMOUR INCORPORATED CLASS C 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.34 Unrealized +13.6%
TITAN PHARMACEUTICALS INCORPORATED DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.00 Unrealized
ONCTERNAL THERAPEUTICS INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.00 Unrealized