UPTICK PARTNERS, LLC Diversified Active

CIK: 0002005353 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $380,881 (100.0% shares, 0.0% debt)

Holdings (231)

USFR WISDOMTREE TR 8.7%
Value ($000) $33,140 Shares 659,245 Est. Cost $50.23 Unrealized
STXG EA SERIES TRUST 5.4%
Value ($000) $20,461 Shares 409,872 Est. Cost $40.90 Unrealized
STXV EA SERIES TRUST 5.3%
Value ($000) $20,307 Shares 627,712 Est. Cost $29.81 Unrealized
BUXX EA SERIES TRUST 5.0%
Value ($000) $19,001 Shares 936,920 Est. Cost $20.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 4.7%
Value ($000) $18,024 Shares 300,852 Est. Cost $59.79 Unrealized
STRV EA SERIES TRUST 3.7%
Value ($000) $14,034 Shares 324,864 Est. Cost $37.41 Unrealized
VOO VANGUARD INDEX FDS 3.4%
Value ($000) $13,069 Shares 21,341 Est. Cost $489.84 Unrealized
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $8,839 Shares 18,429 Est. Cost $355.22 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $7,383 Shares 14,254 Est. Cost $397.85 Unrealized +27.9%
VTV VANGUARD INDEX FDS 1.8%
Value ($000) $6,702 Shares 35,937 Est. Cost $150.60 Unrealized
VYM VANGUARD WHITEHALL FDS 1.7%
Value ($000) $6,458 Shares 45,817 Est. Cost $124.79 Unrealized
QQQ INVESCO QQQ TR 1.7%
Value ($000) $6,365 Shares 10,601 Est. Cost $474.22 Unrealized
IVV ISHARES TR 1.6%
Value ($000) $6,229 Shares 9,307 Est. Cost $535.04 Unrealized
VO VANGUARD INDEX FDS 1.6%
Value ($000) $6,190 Shares 21,074 Est. Cost $257.28 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $5,957 Shares 23,395 Est. Cost $192.65 Unrealized +17.1%
DFEB FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $5,716 Shares 122,825 Est. Cost $43.17 Unrealized
STXM EA SERIES TRUST 1.4%
Value ($000) $5,274 Shares 186,737 Est. Cost $25.91 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $4,971 Shares 22,639 Est. Cost $161.80 Unrealized +39.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $4,040 Shares 6,064 Est. Cost $518.74 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value ($000) $3,591 Shares 16,642 Est. Cost $179.11 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,371 Shares 18,067 Est. Cost $123.42 Unrealized +41.2%
GOOGL ALPHABET INC 0.9%
Value ($000) $3,255 Shares 13,391 Est. Cost $147.54 Unrealized +41.8%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.8%
Value ($000) $3,053 Shares 72,634 Est. Cost $29.84 Unrealized
STXT EA SERIES TRUST 0.8%
Value ($000) $3,049 Shares 150,332 Est. Cost $20.39 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $2,930 Shares 8,927 Est. Cost $285.93 Unrealized
SGVT SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,858 Shares 28,402 Est. Cost $100.62 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,756 Shares 17,938 Est. Cost $158.04 Unrealized -2.0%
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,620 Shares 29,329 Est. Cost $86.54 Unrealized
STXK EA SERIES TRUST 0.7%
Value ($000) $2,580 Shares 77,890 Est. Cost $30.34 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,492 Shares 24,175 Est. Cost $70.15 Unrealized +41.5%
AVGO BROADCOM INC 0.6%
Value ($000) $2,409 Shares 7,301 Est. Cost $168.95 Unrealized +81.0%
IVW ISHARES TR 0.6%
Value ($000) $2,331 Shares 19,313 Est. Cost $83.23 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $2,134 Shares 10,334 Est. Cost $173.89 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $2,102 Shares 6,665 Est. Cost $189.58 Unrealized +56.1%
VV VANGUARD INDEX FDS 0.5%
Value ($000) $2,090 Shares 6,787 Est. Cost $231.47 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,069 Shares 18,347 Est. Cost $98.96 Unrealized +10.9%
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $2,065 Shares 7,030 Est. Cost $234.44 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,030 Shares 50,618 Est. Cost $36.02 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,020 Shares 53,090 Est. Cost $32.91 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $1,924 Shares 5,780 Est. Cost $231.36 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,824 Shares 11,744 Est. Cost $140.38 Unrealized +8.5%
IUSG ISHARES TR 0.5%
Value ($000) $1,776 Shares 10,791 Est. Cost $109.10 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,757 Shares 45,865 Est. Cost $32.35 Unrealized
IUSV ISHARES TR 0.5%
Value ($000) $1,756 Shares 17,566 Est. Cost $84.33 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,667 Shares 24,791 Est. Cost $58.97 Unrealized
MPC MARATHON PETE CORP 0.4%
Value ($000) $1,646 Shares 8,541 Est. Cost $158.24 Unrealized +10.3%
CGCB CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1,633 Shares 61,451 Est. Cost $26.19 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,629 Shares 6,690 Est. Cost $155.20 Unrealized +35.3%
TSLA TESLA INC 0.4%
Value ($000) $1,597 Shares 3,591 Est. Cost $288.03 Unrealized +20.4%
GLDM WORLD GOLD TR 0.4%
Value ($000) $1,592 Shares 20,821 Est. Cost $52.02 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,554 Shares 38,126 Est. Cost $38.51 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,451 Shares 3,128 Est. Cost $422.97 Unrealized
STXD EA SERIES TRUST 0.4%
Value ($000) $1,435 Shares 39,289 Est. Cost $30.41 Unrealized
AVUV AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,420 Shares 14,268 Est. Cost $94.25 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,410 Shares 12,745 Est. Cost $99.63 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $1,402 Shares 20,586 Est. Cost $56.18 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $1,377 Shares 4,627 Est. Cost $244.66 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,336 Shares 10,082 Est. Cost $113.01 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,311 Shares 1,785 Est. Cost $459.04 Unrealized +61.9%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $1,298 Shares 13,095 Est. Cost $85.10 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,269 Shares 49,790 Est. Cost $26.35 Unrealized -8.4%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,249 Shares 4,913 Est. Cost $215.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,163 Shares 2,314 Est. Cost $403.80 Unrealized +20.0%
V VISA INC 0.3%
Value ($000) $1,155 Shares 3,382 Est. Cost $272.51 Unrealized +26.7%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,110 Shares 14,164 Est. Cost $80.00 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $1,105 Shares 25,154 Est. Cost $28.65 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,088 Shares 1,175 Est. Cost $962.75 Unrealized -0.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,084 Shares 14,789 Est. Cost $54.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,072 Shares 7,702 Est. Cost $140.81 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,069 Shares 5,124 Est. Cost $180.72 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $1,038 Shares 5,100 Est. Cost $169.53 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $994 Shares 13,370 Est. Cost $74.57 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $994 Shares 31,951 Est. Cost $27.39 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $965 Shares 23,209 Est. Cost $35.89 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $965 Shares 3,906 Est. Cost $169.33 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $955 Shares 9,531 Est. Cost $100.11 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $891 Shares 5,104 Est. Cost $148.10 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $884 Shares 14,754 Est. Cost $48.39 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $860 Shares 9,034 Est. Cost $86.46 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $850 Shares 18,390 Est. Cost $46.06 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $792 Shares 9,449 Est. Cost $52.05 Unrealized +54.6%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $786 Shares 10,690 Est. Cost $62.66 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $785 Shares 20,614 Est. Cost $33.51 Unrealized
SHOC EA SERIES TRUST 0.2%
Value ($000) $783 Shares 12,540 Est. Cost $44.80 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $780 Shares 15,022 Est. Cost $45.75 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $772 Shares 3,970 Est. Cost $179.59 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $769 Shares 17,492 Est. Cost $38.89 Unrealized +9.3%
GAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $759 Shares 19,651 Est. Cost $34.47 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $752 Shares 4,055 Est. Cost $147.65 Unrealized +14.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $750 Shares 2,658 Est. Cost $202.75 Unrealized +28.0%
IWF ISHARES TR 0.2%
Value ($000) $733 Shares 1,566 Est. Cost $360.51 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $730 Shares 11,188 Est. Cost $91.02 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $722 Shares 9,252 Est. Cost $78.13 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $717 Shares 12,616 Est. Cost $55.37 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $714 Shares 21,376 Est. Cost $30.47 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $711 Shares 11,841 Est. Cost $58.03 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $711 Shares 14,081 Est. Cost $34.62 Unrealized +33.2%
PEP PEPSICO INC 0.2%
Value ($000) $708 Shares 5,039 Est. Cost $148.54 Unrealized -5.5%
GDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $685 Shares 18,665 Est. Cost $33.85 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $685 Shares 16,879 Est. Cost $36.78 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $657 Shares 2,781 Est. Cost $216.47 Unrealized +3.1%
DNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $654 Shares 13,979 Est. Cost $42.87 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $652 Shares 2,144 Est. Cost $265.64 Unrealized +13.5%
DGRW WISDOMTREE TR 0.2%
Value ($000) $629 Shares 7,069 Est. Cost $82.41 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $629 Shares 8,023 Est. Cost $74.08 Unrealized
XAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $613 Shares 17,124 Est. Cost $31.82 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $611 Shares 15,452 Est. Cost $31.06 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $602 Shares 18,460 Est. Cost $30.45 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $597 Shares 6,182 Est. Cost $89.62 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $595 Shares 7,085 Est. Cost $98.11 Unrealized -17.4%
ORCL ORACLE CORP 0.2%
Value ($000) $592 Shares 2,106 Est. Cost $154.68 Unrealized +64.3%
SHYG ISHARES TR 0.2%
Value ($000) $587 Shares 13,568 Est. Cost $42.62 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $581 Shares 6,134 Est. Cost $83.77 Unrealized +10.1%
DRLL EA SERIES TRUST 0.1%
Value ($000) $571 Shares 19,856 Est. Cost $27.81 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $564 Shares 9,820 Est. Cost $55.10 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $564 Shares 4,744 Est. Cost $109.16 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $557 Shares 3,327 Est. Cost $128.70 Unrealized +19.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $555 Shares 8,115 Est. Cost $51.45 Unrealized +31.0%
IEFA ISHARES TR 0.1%
Value ($000) $535 Shares 6,122 Est. Cost $79.55 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $531 Shares 8,001 Est. Cost $60.19 Unrealized +12.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $528 Shares 4,265 Est. Cost $114.03 Unrealized +5.1%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $524 Shares 12,467 Est. Cost $41.04 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $520 Shares 2,067 Est. Cost $233.58 Unrealized +4.5%
DOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $509 Shares 11,777 Est. Cost $39.37 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $500 Shares 10,712 Est. Cost $44.16 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $497 Shares 2,056 Est. Cost $202.42 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $491 Shares 20,045 Est. Cost $21.84 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $486 Shares 5,782 Est. Cost $83.50 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $481 Shares 3,711 Est. Cost $114.44 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $476 Shares 1,339 Est. Cost $245.79 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $475 Shares 1,172 Est. Cost $358.03 Unrealized +8.7%
GJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $471 Shares 12,121 Est. Cost $35.97 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $464 Shares 6,726 Est. Cost $64.45 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $464 Shares 18,422 Est. Cost $24.80 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $460 Shares 17,505 Est. Cost $23.97 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $460 Shares 19,796 Est. Cost $23.22 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $457 Shares 598 Est. Cost $794.60 Unrealized -6.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $456 Shares 17,278 Est. Cost $21.31 Unrealized +19.9%
SHEL SHELL PLC 0.1%
Value ($000) $447 Shares 6,245 Est. Cost $65.85 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $445 Shares 1,593 Est. Cost $143.15 Unrealized
ONB OLD NATL BANCORP IND 0.1%
Value ($000) $445 Shares 20,261 Est. Cost $20.69 Unrealized +6.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $444 Shares 19,086 Est. Cost $26.40 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $437 Shares 7,803 Est. Cost $51.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $436 Shares 13,956 Est. Cost $28.69 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $432 Shares 13,432 Est. Cost $28.63 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $419 Shares 3,100 Est. Cost $123.53 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $412 Shares 8,989 Est. Cost $45.66 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $402 Shares 2,360 Est. Cost $122.29 Unrealized +20.9%
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $401 Shares 10,635 Est. Cost $35.28 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $394 Shares 1,079 Est. Cost $300.07 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $392 Shares 12,274 Est. Cost $40.49 Unrealized
PMMF BLACKROCK ETF TRUST 0.1%
Value ($000) $389 Shares 3,868 Est. Cost $100.55 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $387 Shares 518 Est. Cost $665.37 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $382 Shares 5,634 Est. Cost $55.03 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $381 Shares 6,243 Est. Cost $45.99 Unrealized +20.8%
IWP ISHARES TR 0.1%
Value ($000) $379 Shares 2,659 Est. Cost $106.57 Unrealized
DE DEERE & CO 0.1%
Value ($000) $377 Shares 825 Est. Cost $387.82 Unrealized +26.3%
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $374 Shares 9,241 Est. Cost $36.78 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $373 Shares 3,888 Est. Cost $79.22 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $369 Shares 1,309 Est. Cost $195.14 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $364 Shares 13,345 Est. Cost $43.69 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $363 Shares 2,769 Est. Cost $88.09 Unrealized +53.8%
IONQ IONQ INC 0.1%
Value ($000) $363 Shares 5,905 Est. Cost $34.26 Unrealized +37.3%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $362 Shares 6,293 Est. Cost $37.72 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $361 Shares 1,699 Est. Cost $185.05 Unrealized +17.7%
QCJL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $360 Shares 15,450 Est. Cost $23.28 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $355 Shares 1,499 Est. Cost $275.18 Unrealized -8.6%
IWO ISHARES TR 0.1%
Value ($000) $354 Shares 1,105 Est. Cost $287.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $351 Shares 2,168 Est. Cost $110.90 Unrealized +45.5%
DJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $350 Shares 8,315 Est. Cost $40.34 Unrealized
CMA COMERICA INC 0.1%
Value ($000) $348 Shares 5,077 Est. Cost $66.25 Unrealized 0.0%
FTWO EA SERIES TRUST 0.1%
Value ($000) $348 Shares 8,829 Est. Cost $31.21 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $346 Shares 7,086 Est. Cost $48.65 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $340 Shares 7,826 Est. Cost $35.88 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $339 Shares 7,931 Est. Cost $37.12 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $339 Shares 8,354 Est. Cost $37.17 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $320 Shares 275 Est. Cost $933.09 Unrealized +18.8%
STIP ISHARES TR 0.1%
Value ($000) $314 Shares 3,037 Est. Cost $100.64 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $314 Shares 7,193 Est. Cost $43.63 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $311 Shares 18,118 Est. Cost $17.73 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $309 Shares 1,335 Est. Cost $178.70 Unrealized +13.0%
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $307 Shares 13,505 Est. Cost $22.22 Unrealized
QCAP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $301 Shares 12,903 Est. Cost $21.81 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $299 Shares 995 Est. Cost $272.69 Unrealized 0.0%
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $299 Shares 1,729 Est. Cost $118.43 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $293 Shares 318 Est. Cost $165.17 Unrealized +13.1%
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $290 Shares 9,331 Est. Cost $28.07 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $283 Shares 4,975 Est. Cost $52.85 Unrealized +10.7%
XFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $280 Shares 8,010 Est. Cost $32.13 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $279 Shares 233 Est. Cost $96.37 Unrealized +26.6%
EFG ISHARES TR 0.1%
Value ($000) $277 Shares 2,435 Est. Cost $111.99 Unrealized
BP BP PLC 0.1%
Value ($000) $272 Shares 7,891 Est. Cost $29.88 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $270 Shares 5,028 Est. Cost $53.66 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $269 Shares 4,073 Est. Cost $55.95 Unrealized +9.8%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $264 Shares 2,702 Est. Cost $87.22 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $263 Shares 6,701 Est. Cost $35.89 Unrealized
T AT&T INC 0.1%
Value ($000) $262 Shares 9,269 Est. Cost $24.88 Unrealized +12.8%
KKR KKR & CO INC 0.1%
Value ($000) $259 Shares 1,994 Est. Cost $117.65 Unrealized +20.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $254 Shares 1,393 Est. Cost $162.07 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $253 Shares 3,446 Est. Cost $73.46 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $250 Shares 2,556 Est. Cost $79.98 Unrealized +29.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $248 Shares 1,352 Est. Cost $174.27 Unrealized +10.9%
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $235 Shares 4,298 Est. Cost $54.73 Unrealized
MMM 3M CO 0.1%
Value ($000) $233 Shares 1,501 Est. Cost $145.14 Unrealized +5.5%
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $231 Shares 5,315 Est. Cost $42.19 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $230 Shares 4,932 Est. Cost $45.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $230 Shares 461 Est. Cost $517.38 Unrealized -13.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $228 Shares 477 Est. Cost $425.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $227 Shares 3,008 Est. Cost $72.21 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $224 Shares 1,345 Est. Cost $145.02 Unrealized +8.4%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $224 Shares 4,464 Est. Cost $50.99 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $223 Shares 5,763 Est. Cost $37.71 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $219 Shares 2,318 Est. Cost $108.73 Unrealized -14.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $219 Shares 1,913 Est. Cost $102.81 Unrealized +13.8%
IJT ISHARES TR 0.1%
Value ($000) $217 Shares 1,535 Est. Cost $141.52 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $216 Shares 4,185 Est. Cost $41.45 Unrealized +16.6%
IWV ISHARES TR 0.1%
Value ($000) $216 Shares 569 Est. Cost $300.67 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $215 Shares 2,610 Est. Cost $78.85 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $214 Shares 4,321 Est. Cost $50.06 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $211 Shares 5,382 Est. Cost $38.31 Unrealized
SCHK SCHWAB STRATEGIC TR 0.1%
Value ($000) $210 Shares 6,542 Est. Cost $32.12 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $209 Shares 1,709 Est. Cost $122.47 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $209 Shares 4,497 Est. Cost $46.42 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $208 Shares 365 Est. Cost $551.83 Unrealized +3.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $205 Shares 7,246 Est. Cost $24.88 Unrealized +8.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $205 Shares 974 Est. Cost $199.66 Unrealized +3.7%
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $204 Shares 4,891 Est. Cost $37.67 Unrealized
CSX CSX CORP 0.1%
Value ($000) $203 Shares 5,713 Est. Cost $33.93 Unrealized 0.0%
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $201 Shares 2,074 Est. Cost $96.69 Unrealized
F FORD MTR CO 0.0%
Value ($000) $147 Shares 12,328 Est. Cost $9.37 Unrealized +20.9%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $13 Shares 11,000 Est. Cost $0.33 Unrealized +222.8%