Aspect Partners, LLC Diversified Active

CIK: 0001985284 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $178,182 (100.0% shares, 0.0% debt)

Holdings (554)

SPY SPDR S&P 500 ETF TRUST 19.2%
Value ($000) $34,253 Shares 59,699 Est. Cost $500.77 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 7.4%
Value ($000) $13,193 Shares 46,591 Est. Cost $243.93 Unrealized
GLD SPDR GOLD SHARES 6.6%
Value ($000) $11,793 Shares 48,520 Est. Cost $232.60 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 5.9%
Value ($000) $10,425 Shares 102,337 Est. Cost $101.12 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 4.4%
Value ($000) $7,811 Shares 150,726 Est. Cost $50.12 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.8%
Value ($000) $6,734 Shares 86,284 Est. Cost $72.38 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 3.6%
Value ($000) $6,385 Shares 475,395 Est. Cost $13.41 Unrealized
RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 3.6%
Value ($000) $6,370 Shares 254,996 Est. Cost $23.86 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 3.0%
Value ($000) $5,336 Shares 119,451 Est. Cost $39.99 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 2.9%
Value ($000) $5,147 Shares 44,007 Est. Cost $108.49 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 2.7%
Value ($000) $4,770 Shares 48,628 Est. Cost $98.32 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 2.5%
Value ($000) $4,423 Shares 50,098 Est. Cost $79.61 Unrealized
DSMC DISTILLATE SMALL/MID CASH FLOW ETF 2.4%
Value ($000) $4,297 Shares 119,175 Est. Cost $35.35 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 2.2%
Value ($000) $3,939 Shares 36,157 Est. Cost $105.82 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.1%
Value ($000) $3,672 Shares 36,255 Est. Cost $99.23 Unrealized
IAU ISHARES GOLD TRUST 1.8%
Value ($000) $3,198 Shares 64,354 Est. Cost $40.67 Unrealized
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 1.4%
Value ($000) $2,531 Shares 90,865 Est. Cost $26.70 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 1.3%
Value ($000) $2,398 Shares 95,415 Est. Cost $21.06 Unrealized
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 1.3%
Value ($000) $2,331 Shares 41,098 Est. Cost $50.29 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.3%
Value ($000) $2,330 Shares 10,546 Est. Cost $205.45 Unrealized
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $2,124 Shares 25,401 Est. Cost $77.83 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.9%
Value ($000) $1,667 Shares 11,739 Est. Cost $124.97 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $1,652 Shares 28,768 Est. Cost $50.93 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.8%
Value ($000) $1,372 Shares 8,522 Est. Cost $132.74 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.8%
Value ($000) $1,344 Shares 18,569 Est. Cost $67.86 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.7%
Value ($000) $1,316 Shares 12,325 Est. Cost $95.57 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $944 Shares 1,934 Est. Cost $453.39 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $901 Shares 12,402 Est. Cost $65.65 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.5%
Value ($000) $898 Shares 4,429 Est. Cost $156.90 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.4%
Value ($000) $792 Shares 33,452 Est. Cost $22.46 Unrealized
GIB CGI INC CL A SUB VTG 0.4%
Value ($000) $779 Shares 6,780 Est. Cost $100.80 Unrealized +7.8%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.3%
Value ($000) $590 Shares 14,874 Est. Cost $39.69 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.3%
Value ($000) $584 Shares 7,831 Est. Cost $64.57 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $568 Shares 3,049 Est. Cost $141.44 Unrealized +29.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.3%
Value ($000) $537 Shares 8,635 Est. Cost $62.20 Unrealized
AI C3 AI INC CL A 0.3%
Value ($000) $532 Shares 21,937 Est. Cost $25.74 Unrealized -1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $521 Shares 1,132 Est. Cost $350.99 Unrealized +26.0%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.3%
Value ($000) $513 Shares 8,335 Est. Cost $57.85 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.3%
Value ($000) $489 Shares 7,204 Est. Cost $56.40 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $485 Shares 2,083 Est. Cost $184.21 Unrealized +20.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $456 Shares 9,066 Est. Cost $49.32 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.2%
Value ($000) $423 Shares 35,678 Est. Cost $8.75 Unrealized +18.4%
QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 0.2%
Value ($000) $411 Shares 8,906 Est. Cost $40.49 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $410 Shares 953 Est. Cost $350.87 Unrealized +20.6%
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.2%
Value ($000) $396 Shares 12,003 Est. Cost $24.58 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $375 Shares 5,220 Est. Cost $53.26 Unrealized +23.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $375 Shares 3,087 Est. Cost $95.75 Unrealized +23.3%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $373 Shares 706 Est. Cost $452.04 Unrealized +5.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $356 Shares 5,259 Est. Cost $61.67 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $332 Shares 2,835 Est. Cost $97.72 Unrealized +12.6%
IYY ISHARES DOW JONES U.S. ETF 0.2%
Value ($000) $327 Shares 2,342 Est. Cost $116.53 Unrealized
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $319 Shares 8,001 Est. Cost $31.01 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $310 Shares 825 Est. Cost $303.17 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $304 Shares 6,638 Est. Cost $40.88 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.2%
Value ($000) $303 Shares 5,991 Est. Cost $50.60 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.2%
Value ($000) $296 Shares 5,840 Est. Cost $42.28 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $291 Shares 1,226 Est. Cost $213.33 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $284 Shares 1,537 Est. Cost $119.93 Unrealized +39.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $278 Shares 6,196 Est. Cost $31.37 Unrealized +22.4%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $257 Shares 1,218 Est. Cost $144.89 Unrealized +41.5%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $256 Shares 4,438 Est. Cost $44.89 Unrealized +14.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $255 Shares 3,392 Est. Cost $73.55 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $239 Shares 3,693 Est. Cost $57.96 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $238 Shares 2,082 Est. Cost $99.02 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $229 Shares 1,107 Est. Cost $172.33 Unrealized +9.3%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $221 Shares 702 Est. Cost $262.26 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $205 Shares 2,294 Est. Cost $57.28 Unrealized +33.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $188 Shares 304 Est. Cost $480.76 Unrealized +22.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $187 Shares 579 Est. Cost $255.10 Unrealized +22.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $187 Shares 319 Est. Cost $511.31 Unrealized +7.2%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $181 Shares 3,364 Est. Cost $49.92 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.1%
Value ($000) $172 Shares 4,414 Est. Cost $36.35 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.1%
Value ($000) $160 Shares 2,489 Est. Cost $61.34 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.1%
Value ($000) $159 Shares 5,388 Est. Cost $26.65 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $150 Shares 1,355 Est. Cost $107.49 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $149 Shares 1,014 Est. Cost $137.80 Unrealized +1.6%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $148 Shares 1,600 Est. Cost $88.50 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.1%
Value ($000) $146 Shares 3,065 Est. Cost $47.74 Unrealized
VSEC VSE CORP COM 0.1%
Value ($000) $140 Shares 1,694 Est. Cost $58.17 Unrealized +48.9%
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $127 Shares 2,195 Est. Cost $56.35 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.1%
Value ($000) $126 Shares 4,925 Est. Cost $25.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $122 Shares 554 Est. Cost $148.39 Unrealized +27.3%
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.1%
Value ($000) $119 Shares 2,517 Est. Cost $43.91 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $115 Shares 272 Est. Cost $376.83 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $114 Shares 688 Est. Cost $135.03 Unrealized +23.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $112 Shares 2,677 Est. Cost $40.09 Unrealized -5.8%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.1%
Value ($000) $111 Shares 1,706 Est. Cost $64.86 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $105 Shares 373 Est. Cost $250.70 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $105 Shares 1,080 Est. Cost $88.01 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $102 Shares 251 Est. Cost $294.36 Unrealized +19.8%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $99 Shares 591 Est. Cost $135.79 Unrealized +23.9%
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $98 Shares 1,611 Est. Cost $46.45 Unrealized +17.1%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $95 Shares 313 Est. Cost $258.96 Unrealized +3.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $94 Shares 2,244 Est. Cost $41.69 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $93 Shares 575 Est. Cost $143.59 Unrealized +6.3%
NKSH NATIONAL BANKSHARES INC VA COM 0.1%
Value ($000) $93 Shares 3,104 Est. Cost $23.91 Unrealized +14.6%
META META PLATFORMS INC CL A 0.1%
Value ($000) $92 Shares 161 Est. Cost $342.65 Unrealized +49.5%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $88 Shares 99 Est. Cost $575.10 Unrealized +54.8%
MRK MERCK & CO INC COM 0.0%
Value ($000) $87 Shares 768 Est. Cost $97.94 Unrealized +15.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $86 Shares 500 Est. Cost $151.43 Unrealized +4.3%
PEP PEPSICO INC COM 0.0%
Value ($000) $85 Shares 498 Est. Cost $153.75 Unrealized +5.9%
VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF 0.0%
Value ($000) $75 Shares 6,794 Est. Cost $11.11 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $74 Shares 851 Est. Cost $59.52 Unrealized +27.7%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $72 Shares 1,002 Est. Cost $61.94 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $70 Shares 700 Est. Cost $99.79 Unrealized
EUDV PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF 0.0%
Value ($000) $70 Shares 1,340 Est. Cost $47.46 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $69 Shares 720 Est. Cost $75.10 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $65 Shares 579 Est. Cost $112.98 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $65 Shares 509 Est. Cost $101.67 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $64 Shares 233 Est. Cost $242.67 Unrealized +10.3%
TSLA TESLA INC COM 0.0%
Value ($000) $63 Shares 242 Est. Cost $206.68 Unrealized +10.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $61 Shares 370 Est. Cost $122.08 Unrealized +24.5%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $59 Shares 1,717 Est. Cost $31.35 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $57 Shares 2,443 Est. Cost $39.80 Unrealized -37.5%
ABBV ABBVIE INC COM 0.0%
Value ($000) $57 Shares 287 Est. Cost $135.72 Unrealized +31.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $55 Shares 77 Est. Cost $47.00 Unrealized +42.3%
WMT WALMART INC COM 0.0%
Value ($000) $54 Shares 663 Est. Cost $54.58 Unrealized +32.8%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $53 Shares 156 Est. Cost $133.70 Unrealized +25.9%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $53 Shares 677 Est. Cost $51.32 Unrealized +34.4%
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value ($000) $52 Shares 910 Est. Cost $49.52 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $49 Shares 103 Est. Cost $383.62 Unrealized +16.8%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $48 Shares 904 Est. Cost $47.88 Unrealized -2.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $48 Shares 489 Est. Cost $93.65 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $47 Shares 513 Est. Cost $78.03 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $46 Shares 1,164 Est. Cost $27.81 Unrealized +39.4%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $45 Shares 258 Est. Cost $141.90 Unrealized +15.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $44 Shares 455 Est. Cost $92.19 Unrealized -10.2%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $44 Shares 50 Est. Cost $590.79 Unrealized +45.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $42 Shares 241 Est. Cost $138.17 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $42 Shares 1,204 Est. Cost $32.17 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $41 Shares 83 Est. Cost $397.77 Unrealized +16.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $41 Shares 394 Est. Cost $92.92 Unrealized +11.9%
FMC FMC CORP COM NEW 0.0%
Value ($000) $40 Shares 612 Est. Cost $52.47 Unrealized +8.7%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $40 Shares 1,077 Est. Cost $33.73 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $40 Shares 235 Est. Cost $106.91 Unrealized +33.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $39 Shares 144 Est. Cost $194.73 Unrealized +21.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $38 Shares 74 Est. Cost $388.21 Unrealized +26.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $37 Shares 452 Est. Cost $73.52 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $37 Shares 195 Est. Cost $91.47 Unrealized +83.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $36 Shares 207 Est. Cost $149.50 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $35 Shares 71 Est. Cost $375.54 Unrealized +26.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $33 Shares 119 Est. Cost $222.04 Unrealized +14.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $33 Shares 159 Est. Cost $145.50 Unrealized +32.6%
QMOM ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF 0.0%
Value ($000) $33 Shares 509 Est. Cost $49.86 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $33 Shares 793 Est. Cost $38.13 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $32 Shares 276 Est. Cost $87.27 Unrealized +29.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $32 Shares 127 Est. Cost $146.69 Unrealized +46.0%
BA BOEING CO COM 0.0%
Value ($000) $32 Shares 210 Est. Cost $213.87 Unrealized -19.8%
LEN LENNAR CORP CL A 0.0%
Value ($000) $31 Shares 164 Est. Cost $116.88 Unrealized +40.5%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $29 Shares 829 Est. Cost $48.65 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 364 Est. Cost $77.39 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $29 Shares 344 Est. Cost $53.48 Unrealized +40.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $29 Shares 1,018 Est. Cost $25.34 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $29 Shares 105 Est. Cost $223.60 Unrealized +13.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $29 Shares 480 Est. Cost $67.79 Unrealized -14.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $29 Shares 235 Est. Cost $83.71 Unrealized +31.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $28 Shares 55 Est. Cost $576.76 Unrealized -4.9%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $28 Shares 1,052 Est. Cost $20.19 Unrealized +30.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $27 Shares 72 Est. Cost $264.03 Unrealized +30.6%
ISHARES FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $27 Shares 994 Est. Cost $26.30 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $27 Shares 102 Est. Cost $227.61 Unrealized +4.3%
DYN DYNE THERAPEUTICS INC COM 0.0%
Value ($000) $26 Shares 725 Est. Cost $9.77 Unrealized +307.4%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $26 Shares 66 Est. Cost $251.22 Unrealized +34.8%
WULF TERAWULF INC COM 0.0%
Value ($000) $26 Shares 5,470 Est. Cost $4.54 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $25 Shares 48 Est. Cost $436.79 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $25 Shares 140 Est. Cost $106.94 Unrealized +48.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $25 Shares 70 Est. Cost $313.11 Unrealized +3.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $25 Shares 151 Est. Cost $141.98 Unrealized +15.5%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $25 Shares 93 Est. Cost $222.46 Unrealized +15.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $24 Shares 81 Est. Cost $234.24 Unrealized +22.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $24 Shares 23 Est. Cost $818.96 Unrealized +35.1%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $24 Shares 62 Est. Cost $277.97 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $24 Shares 226 Est. Cost $83.06 Unrealized +13.7%
AES AES CORP COM 0.0%
Value ($000) $22 Shares 1,120 Est. Cost $15.15 Unrealized +8.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 40 Est. Cost $508.95 Unrealized +7.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $22 Shares 93 Est. Cost $175.91 Unrealized +19.8%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 1,018 Est. Cost $20.88 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $21 Shares 731 Est. Cost $26.11 Unrealized +2.2%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $21 Shares 252 Est. Cost $59.65 Unrealized +32.2%
BLK BLACKROCK INC COM 0.0%
Value ($000) $21 Shares 22 Est. Cost $840.24 Unrealized 0.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 1,010 Est. Cost $20.45 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $21 Shares 325 Est. Cost $47.04 Unrealized +16.9%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $21 Shares 346 Est. Cost $55.35 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $21 Shares 74 Est. Cost $210.35 Unrealized +24.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 398 Est. Cost $47.24 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $20 Shares 33 Est. Cost $544.67 Unrealized +16.2%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,042 Est. Cost $19.30 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,028 Est. Cost $19.46 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $20 Shares 41 Est. Cost $450.30 Unrealized +22.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $20 Shares 45 Est. Cost $295.69 Unrealized +38.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $69.95 Unrealized +14.9%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 975 Est. Cost $20.28 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,056 Est. Cost $18.55 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $20 Shares 177 Est. Cost $77.17 Unrealized +28.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $20 Shares 24 Est. Cost $85.67 Unrealized 0.0%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $19 Shares 760 Est. Cost $25.51 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $19 Shares 744 Est. Cost $25.93 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $19 Shares 728 Est. Cost $26.55 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $19 Shares 105 Est. Cost $127.54 Unrealized +29.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $18 Shares 177 Est. Cost $74.81 Unrealized +29.5%
UNP UNION PAC CORP COM 0.0%
Value ($000) $18 Shares 74 Est. Cost $210.61 Unrealized +11.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $18 Shares 130 Est. Cost $119.71 Unrealized +8.1%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $18 Shares 623 Est. Cost $26.23 Unrealized
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $18 Shares 781 Est. Cost $20.81 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $18 Shares 35 Est. Cost $399.48 Unrealized +20.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $18 Shares 103 Est. Cost $145.11 Unrealized +18.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $18 Shares 109 Est. Cost $110.43 Unrealized +37.4%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $17 Shares 420 Est. Cost $37.49 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $17 Shares 84 Est. Cost $171.86 Unrealized +11.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $17 Shares 51 Est. Cost $222.86 Unrealized +35.2%
RTX RTX CORPORATION COM 0.0%
Value ($000) $17 Shares 137 Est. Cost $80.12 Unrealized +38.6%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $16 Shares 168 Est. Cost $64.17 Unrealized +31.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $16 Shares 28 Est. Cost $417.42 Unrealized +23.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $16 Shares 42 Est. Cost $227.07 Unrealized +51.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $16 Shares 31 Est. Cost $446.64 Unrealized +16.6%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 361 Est. Cost $22.41 Unrealized +102.7%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $16 Shares 375 Est. Cost $28.22 Unrealized +40.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $16 Shares 46 Est. Cost $315.12 Unrealized +2.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $16 Shares 70 Est. Cost $187.98 Unrealized +15.4%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 2,005 Est. Cost $10.25 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $15 Shares 134 Est. Cost $96.28 Unrealized +11.2%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $15 Shares 116 Est. Cost $115.04 Unrealized +4.5%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $15 Shares 329 Est. Cost $32.16 Unrealized +29.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $15 Shares 135 Est. Cost $90.06 Unrealized +13.5%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $14 Shares 75 Est. Cost $124.75 Unrealized +38.6%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $14 Shares 129 Est. Cost $80.74 Unrealized +11.9%
AVRE AVANTIS REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $42.10 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $14 Shares 157 Est. Cost $71.01 Unrealized +13.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 61 Est. Cost $297.77 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $14 Shares 126 Est. Cost $95.72 Unrealized +6.9%
UBT PROSHARES ULTRA 20 YEAR TREASURY 0.0%
Value ($000) $14 Shares 648 Est. Cost $21.36 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $14 Shares 54 Est. Cost $158.10 Unrealized +21.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $90.24 Unrealized +16.4%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $14 Shares 13 Est. Cost $766.41 Unrealized +24.9%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $13 Shares 90 Est. Cost $131.57 Unrealized +4.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $13 Shares 88 Est. Cost $152.04 Unrealized -3.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $13 Shares 94 Est. Cost $128.49 Unrealized +3.3%
AMCOR PLC ORD 0.0%
Value ($000) $13 Shares 1,151 Est. Cost $8.45 Unrealized +19.9%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $13 Shares 113 Est. Cost $85.67 Unrealized +22.1%
MCO MOODYS CORP COM 0.0%
Value ($000) $13 Shares 27 Est. Cost $341.78 Unrealized +34.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $13 Shares 43 Est. Cost $259.21 Unrealized +1.5%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $13 Shares 94 Est. Cost $96.11 Unrealized +30.1%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $13 Shares 938 Est. Cost $18.99 Unrealized -34.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $13 Shares 173 Est. Cost $64.31 Unrealized +4.5%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $13 Shares 630 Est. Cost $21.41 Unrealized -7.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $13 Shares 11 Est. Cost $63.20 Unrealized +16.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $105.86 Unrealized +11.5%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $12 Shares 87 Est. Cost $83.60 Unrealized +50.4%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $12 Shares 42 Est. Cost $203.15 Unrealized +35.3%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $143.91 Unrealized +30.2%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $12 Shares 42 Est. Cost $225.07 Unrealized +22.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $12 Shares 146 Est. Cost $72.19 Unrealized +1.2%
DE DEERE & CO COM 0.0%
Value ($000) $12 Shares 29 Est. Cost $365.57 Unrealized +1.0%
BITF BITFARMS LTD COM 0.0%
Value ($000) $12 Shares 5,735 Est. Cost $1.61 Unrealized +44.3%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $12 Shares 408 Est. Cost $36.44 Unrealized -16.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $11 Shares 206 Est. Cost $52.33 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 104 Est. Cost $109.35 Unrealized -1.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.56 Unrealized +11.3%
JBTM JOHN BEAN TECHNOLOGIES CORP COM 0.0%
Value ($000) $11 Shares 113 Est. Cost $102.85 Unrealized -10.6%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $11 Shares 250 Est. Cost $30.89 Unrealized +15.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 23 Est. Cost $369.42 Unrealized +30.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $10 Shares 115 Est. Cost $49.73 Unrealized +56.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $10 Shares 73 Est. Cost $130.73 Unrealized +10.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $162.93 Unrealized +25.4%
BRKR BRUKER CORP COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $64.19 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $10 Shares 58 Est. Cost $183.38 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $10 Shares 114 Est. Cost $63.75 Unrealized +28.0%
NKE NIKE INC CL B 0.0%
Value ($000) $10 Shares 116 Est. Cost $102.45 Unrealized -25.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $10 Shares 35 Est. Cost $233.82 Unrealized +15.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $61.62 Unrealized +14.3%
STT STATE STR CORP COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $64.81 Unrealized +21.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $10 Shares 94 Est. Cost $73.20 Unrealized +24.8%
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $45.86 Unrealized +4.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $10 Shares 98 Est. Cost $68.57 Unrealized +35.4%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $10 Shares 529 Est. Cost $17.41 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $10 Shares 160 Est. Cost $45.22 Unrealized +28.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 39 Est. Cost $179.88 Unrealized +24.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $9 Shares 78 Est. Cost $72.47 Unrealized +47.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 87 Est. Cost $109.73 Unrealized -4.2%
AME AMETEK INC COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $150.30 Unrealized +10.0%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.60 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $9 Shares 39 Est. Cost $172.22 Unrealized +27.8%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $145.86 Unrealized +26.9%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $9 Shares 318 Est. Cost $25.46 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $9 Shares 126 Est. Cost $52.37 Unrealized +20.3%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $9 Shares 36 Est. Cost $174.86 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $9 Shares 62 Est. Cost $112.33 Unrealized +19.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $9 Shares 112 Est. Cost $63.93 Unrealized +4.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $121.76 Unrealized +19.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $76.96 Unrealized +2.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $9 Shares 90 Est. Cost $87.19 Unrealized +3.9%
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $8 Shares 129 Est. Cost $63.44 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 2 Est. Cost $3067.93 Unrealized +23.7%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 101 Est. Cost $58.77 Unrealized +22.3%
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value ($000) $8 Shares 321 Est. Cost $25.41 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $8 Shares 489 Est. Cost $16.18 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $8 Shares 109 Est. Cost $23.39 Unrealized +40.8%
EQIX EQUINIX INC COM 0.0%
Value ($000) $8 Shares 9 Est. Cost $733.71 Unrealized +8.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $200.12 Unrealized +16.4%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $8 Shares 55 Est. Cost $143.02 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.79 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $71.72 Unrealized +29.7%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.37 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $7 Shares 119 Est. Cost $45.92 Unrealized +19.9%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.29 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $7 Shares 63 Est. Cost $83.85 Unrealized +26.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $7 Shares 59 Est. Cost $86.63 Unrealized +27.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $7 Shares 139 Est. Cost $38.25 Unrealized +19.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $46.73 Unrealized +15.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $155.86 Unrealized +27.0%
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $7 Shares 73 Est. Cost $95.89 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $99.79 Unrealized +14.7%
CSX CSX CORP COM 0.0%
Value ($000) $7 Shares 201 Est. Cost $30.86 Unrealized +7.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $280.77 Unrealized +19.3%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $7 Shares 165 Est. Cost $51.21 Unrealized -16.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $205.32 Unrealized +15.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $232.39 Unrealized +19.9%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $7 Shares 203 Est. Cost $26.40 Unrealized +10.4%
DHI D R HORTON INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $120.55 Unrealized +43.7%
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $25.25 Unrealized
IMOM ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF 0.0%
Value ($000) $7 Shares 230 Est. Cost $28.12 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $7 Shares 67 Est. Cost $90.94 Unrealized +10.6%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 285 Est. Cost $22.73 Unrealized
LRMR LARIMAR THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.79 Unrealized +3.1%
VRSN VERISIGN INC COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $201.25 Unrealized -11.2%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $109.16 Unrealized +35.2%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $6 Shares 273 Est. Cost $23.13 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 278 Est. Cost $22.72 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $2831.86 Unrealized +8.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 46 Est. Cost $132.23 Unrealized -8.8%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $85.57 Unrealized +32.4%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.60 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $6 Shares 183 Est. Cost $31.92 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $6 Shares 386 Est. Cost $16.71 Unrealized
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 274 Est. Cost $22.37 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $119.35 Unrealized +16.8%
SRE SEMPRA COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $67.52 Unrealized +13.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6 Shares 586 Est. Cost $10.15 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $91.85 Unrealized +11.1%
PCAR PACCAR INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.80 Unrealized +12.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $6 Shares 181 Est. Cost $25.02 Unrealized +12.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $175.85 Unrealized +37.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6 Shares 62 Est. Cost $69.79 Unrealized +20.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $6 Shares 46 Est. Cost $115.02 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $58.62 Unrealized -5.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $145.78 Unrealized +35.2%
HUM HUMANA INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $479.75 Unrealized -27.3%
WAB WABTEC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $111.67 Unrealized +45.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $104.53 Unrealized +33.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $445.31 Unrealized +20.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $91.89 Unrealized +23.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $5 Shares 82 Est. Cost $55.51 Unrealized +1.9%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.35 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $243.87 Unrealized +25.7%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.65 Unrealized +26.6%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $69.97 Unrealized -0.9%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $257.66 Unrealized +7.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 62 Est. Cost $59.53 Unrealized +10.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $39.83 Unrealized +41.3%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $5 Shares 188 Est. Cost $24.95 Unrealized -5.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 51 Est. Cost $84.04 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $45.37 Unrealized +24.8%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $184.24 Unrealized +43.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $136.75 Unrealized +4.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $148.76 Unrealized +29.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 194 Est. Cost $15.50 Unrealized +28.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $802.78 Unrealized +43.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $421.81 Unrealized -11.1%
MMM 3M CO COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $75.54 Unrealized +57.7%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $126.02 Unrealized +12.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $242.15 Unrealized +16.1%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.42 Unrealized +2.0%
AMZA INFRACAP MLP ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.32 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $536.59 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $462.72 Unrealized +53.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $204.71 Unrealized +12.3%
WAT WATERS CORP COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $276.19 Unrealized +17.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $41.03 Unrealized +33.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 8 Est. Cost $298.09 Unrealized +56.2%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $4 Shares 1,376 Est. Cost $4.31 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $65.57 Unrealized -15.8%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.46 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $4 Shares 31 Est. Cost $77.74 Unrealized +40.2%
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 144 Est. Cost $24.16 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.29 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $120.02 Unrealized +14.4%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $99.50 Unrealized +49.8%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $155.67 Unrealized -7.9%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $242.98 Unrealized +49.0%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.84 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $274.84 Unrealized +23.9%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $161.55 Unrealized +27.1%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.02 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $3 Shares 218 Est. Cost $11.20 Unrealized +35.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 168 Est. Cost $16.37 Unrealized +21.2%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $3 Shares 30 Est. Cost $73.75 Unrealized +42.4%
UDR UDR INC COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $32.02 Unrealized +26.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $3 Shares 19 Est. Cost $112.48 Unrealized +50.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $3 Shares 85 Est. Cost $39.11 Unrealized -7.6%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $56.57 Unrealized +15.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 Shares 17 Est. Cost $172.80 Unrealized +4.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $215.94 Unrealized +16.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $52.13 Unrealized +31.4%
TXT TEXTRON INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $77.37 Unrealized +13.9%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.06 Unrealized
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $3 Shares 30 Est. Cost $61.13 Unrealized +48.6%
ADAM NEW YORK MTG TR INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.53 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $3 Shares 76 Est. Cost $34.28 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $92.39 Unrealized +59.9%
KR KROGER CO COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $42.39 Unrealized +23.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.25 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $168.03 Unrealized +15.7%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $116.80 Unrealized +23.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $332.59 Unrealized -14.6%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $116.14 Unrealized +21.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $25.54 Unrealized +51.1%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $440.11 Unrealized -5.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $3 Shares 30 Est. Cost $71.45 Unrealized +13.1%
ZYXIQ ZYNEX INC COM 0.0%
Value ($000) $3 Shares 330 Est. Cost $8.90 Unrealized -5.3%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $102.17 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $177.67 Unrealized +4.7%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $164.40 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $236.50 Unrealized -3.8%
EFC ELLINGTON FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.52 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3 Shares 51 Est. Cost $36.52 Unrealized +21.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $53.34 Unrealized -7.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $36.81 Unrealized +31.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $156.99 Unrealized +56.1%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $120.61 Unrealized +21.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $144.16 Unrealized +40.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $367.87 Unrealized +15.9%
EOG EOG RES INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $115.58 Unrealized +4.2%
MSCI MSCI INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $499.09 Unrealized +6.8%
L LOEWS CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $66.05 Unrealized +18.3%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.50 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $95.66 Unrealized +14.2%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $34.87 Unrealized +44.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.06 Unrealized +1.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $197.26 Unrealized +9.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $60.36 Unrealized +35.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.45 Unrealized +14.2%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.27 Unrealized -35.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.46 Unrealized +6.1%
SNA SNAP ON INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $254.93 Unrealized +4.2%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $469.47 Unrealized +3.5%
NIO NIO INC SPON ADS 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.07 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 54 Est. Cost $32.48 Unrealized +5.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $111.08 Unrealized +9.7%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.16 Unrealized +4.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $39.32 Unrealized +17.7%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.59 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $245.62 Unrealized -14.8%
PPL PPL CORP COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $24.97 Unrealized +17.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $126.28 Unrealized +15.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $100.87 Unrealized +16.4%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $66.20 Unrealized +54.2%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $2 Shares 10 Est. Cost $104.56 Unrealized +42.1%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.07 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.51 Unrealized +0.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 70 Est. Cost $17.09 Unrealized +42.7%
QYLG GLOBAL X NASDAQ 100 COVERED CALL & GROWTH ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.24 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.89 Unrealized +11.1%
KMX CARMAX INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $70.17 Unrealized +12.7%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $2 Shares 125 Est. Cost $11.91 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.02 Unrealized +21.5%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1081.40 Unrealized +29.8%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.27 Unrealized +9.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $73.14 Unrealized +28.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.87 Unrealized +11.5%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $122.72 Unrealized +29.1%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.03 Unrealized +32.2%
ACRE ARES COML REAL ESTATE CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.51 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $89.26 Unrealized +13.0%
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.95 Unrealized
AMPLIFY ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 400 Est. Cost $3.31 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.04 Unrealized +15.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $560.34 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $1 Shares 118 Est. Cost $9.83 Unrealized +6.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.22 Unrealized +15.7%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $367.14 Unrealized +1.6%
ZTEK ZENTEK LTD COM 0.0%
Value ($000) $1 Shares 1,666 Est. Cost $1.11 Unrealized -16.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $162.29 Unrealized +32.9%
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $27.12 Unrealized +50.6%
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.75 Unrealized +19.8%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.84 Unrealized +28.8%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $89.95 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.21 Unrealized +32.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $270.11 Unrealized -4.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $233.46 Unrealized +14.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.23 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $208.58 Unrealized +17.9%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $215.61 Unrealized +0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.38 Unrealized +4.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.61 Unrealized +40.2%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $165.57 Unrealized 0.0%
FLG NEW YORK CMNTY BANCORP INC COM NEW 0.0%
Value ($000) $1 Shares 75 Est. Cost $10.59 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $48.80 Unrealized +21.8%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $131.41 Unrealized 0.0%
PDN INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $32.48 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.12 Unrealized +25.3%
KELLANOVA COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $48.79 Unrealized +40.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $8.69 Unrealized +24.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.15 Unrealized +20.1%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $199.50 Unrealized +8.4%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $113.23 Unrealized -9.8%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.20 Unrealized -0.1%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $62.67 Unrealized +32.0%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.33 Unrealized -9.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $42.86 Unrealized +22.6%
VTR VENTAS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.35 Unrealized +32.1%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $42.88 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.25 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $31.96 Unrealized +38.2%
KEY KEYCORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $10.65 Unrealized +39.5%
NDSN NORDSON CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $225.32 Unrealized +6.3%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.87 Unrealized -4.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.70 Unrealized -0.9%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.64 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.84 Unrealized +6.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $15.48 Unrealized +3.0%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $17.61 Unrealized +5.2%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.18 Unrealized +13.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.01 Unrealized +13.7%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost $29.24 Unrealized +0.6%
AEE AMEREN CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $70.97 Unrealized +8.2%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.62 Unrealized +10.6%
ARIS WATER SOLUTIONS INC CLASS A COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $14.16 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.72 Unrealized +9.0%
ARR ARMOUR RESIDENTIAL REIT INC COM SHS 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.30 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.81 Unrealized +21.3%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $12.33 Unrealized +60.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.71 Unrealized -4.9%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.40 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.17 Unrealized 0.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.94 Unrealized +2.4%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.74 Unrealized +0.8%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.17 Unrealized -27.5%
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $199.85 Unrealized +39.7%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.01 Unrealized +17.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $15.35 Unrealized +19.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.19 Unrealized +3.8%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.93 Unrealized -8.5%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.70 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.10 Unrealized +24.2%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.66 Unrealized -0.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.50 Unrealized +16.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.33 Unrealized +55.7%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.19 Unrealized -17.9%
MTB M & T BK CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.30 Unrealized +35.6%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.04 Unrealized +24.3%
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.19 Unrealized +8.0%
USOI UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.00 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.58 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -63.1%