KINGSWOOD WEALTH ADVISORS, LLC Diversified Active

Location: San Diego, CA

CIK: 0001987855 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 16, 2024

Total Value: $882M (100.0% shares, 0.0% debt)

Holdings (639)

AAPL APPLE INCORPORATED 6.0%
Value $52.51M Shares 272,744 Est. Cost $179.48 Unrealized +1.9%
MSFT MICROSOFT CORPORATION 4.1%
Value $35.82M Shares 95,249 Est. Cost $335.92 Unrealized +4.3%
SPY SPDR S&P 500 ETF 3.2%
Value $27.98M Shares 58,862 Est. Cost $468.46 Unrealized
AMZN AMAZON COM INCORPORATED 2.3%
Value $20.42M Shares 134,397 Est. Cost $132.80 Unrealized +5.6%
NVDA NVIDIA CORPORATION 2.2%
Value $19.26M Shares 38,896 Est. Cost $40.91 Unrealized +13.2%
GBTC GRAYSCALE BITCOIN TRUST 2.1%
Value $18.14M Shares 523,970 Est. Cost $19.96 Unrealized
TSLA TESLA INCORPORATED 1.5%
Value $12.93M Shares 52,021 Est. Cost $223.61 Unrealized +6.3%
QQQ INVESCO QQQ TR 1.4%
Value $12.35M Shares 30,166 Est. Cost $418.81 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.3%
Value $11.28M Shares 80,008 Est. Cost $127.50 Unrealized +5.6%
META META PLATFORMS INCORPORATED CLASS A 1.1%
Value $9.92M Shares 28,025 Est. Cost $314.21 Unrealized +2.9%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.1%
Value $9.806M Shares 70,199 Est. Cost $125.18 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INCORPORATED 0.9%
Value $8.281M Shares 15,730 Est. Cost $506.44 Unrealized +1.0%
IVV ISHARES TR CORE S&P500 ETF 0.9%
Value $7.807M Shares 16,346 Est. Cost $443.46 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.8%
Value $7.113M Shares 41,817 Est. Cost $140.52 Unrealized +3.1%
V VISA INCORPORATED COM CLASS A 0.8%
Value $6.932M Shares 26,627 Est. Cost $240.02 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B 0.7%
Value $6.551M Shares 18,367 Est. Cost $345.07 Unrealized +1.7%
LMT LOCKHEED MARTIN CORPORATION 0.7%
Value $6.417M Shares 14,158 Est. Cost $424.69 Unrealized -1.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.7%
Value $6.307M Shares 16,736 Est. Cost $371.45 Unrealized
GLD SPDR GOLD SHARES 0.7%
Value $6.198M Shares 32,424 Est. Cost $189.02 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.7%
Value $6.023M Shares 99,157 Est. Cost $66.60 Unrealized -19.7%
AVGO BROADCOM INCORPORATED 0.7%
Value $5.978M Shares 5,355 Est. Cost $83.57 Unrealized +10.4%
BA BOEING COMPANY 0.7%
Value $5.78M Shares 22,174 Est. Cost $210.49 Unrealized +1.6%
LLY ELI LILLY & COMPANY 0.7%
Value $5.754M Shares 9,872 Est. Cost $529.47 Unrealized +8.6%
NFLX NETFLIX INCORPORATED 0.6%
Value $5.574M Shares 11,448 Est. Cost $42.37 Unrealized +3.0%
CAT CATERPILLAR INCORPORATED 0.6%
Value $5.513M Shares 18,645 Est. Cost $222.39 Unrealized +13.0%
TXN TEXAS INSTRS INCORPORATED 0.6%
Value $5.414M Shares 31,764 Est. Cost $157.65 Unrealized -7.7%
MRK MERCK & COMPANY INCORPORATED 0.6%
Value $5.389M Shares 49,429 Est. Cost $100.09 Unrealized -3.3%
PLD PROLOGIS INCORPORATED. REIT 0.6%
Value $5.372M Shares 40,303 Est. Cost $112.33 Unrealized -6.0%
ELV ELEVANCE HEALTH INCORPORATED 0.6%
Value $5.302M Shares 11,244 Est. Cost $443.60 Unrealized +0.7%
GE GENERAL ELECTRIC COMPANY COM NEW 0.5%
Value $4.822M Shares 37,784 Est. Cost $87.84 Unrealized +4.1%
VB VANGUARD SMALL-CAP ETF 0.5%
Value $4.774M Shares 22,381 Est. Cost $212.17 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value $4.724M Shares 7,157 Est. Cost $538.56 Unrealized +6.5%
USMV ISHARES TR MSCI USA MIN VOL 0.5%
Value $4.688M Shares 60,082 Est. Cost $75.61 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value $4.544M Shares 82,644 Est. Cost $58.87 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.5%
Value $4.538M Shares 9,850 Est. Cost $328.44 Unrealized +24.0%
HD HOME DEPOT INCORPORATED 0.5%
Value $4.424M Shares 12,764 Est. Cost $289.25 Unrealized +1.5%
CRM SALESFORCE INCORPORATED 0.5%
Value $4.332M Shares 16,461 Est. Cost $217.75 Unrealized +2.7%
GS GOLDMAN SACHS GROUP INCORPORATED 0.5%
Value $4.133M Shares 10,713 Est. Cost $313.29 Unrealized +1.4%
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.5%
Value $4.076M Shares 14,887 Est. Cost $264.98 Unrealized -2.2%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.5%
Value $4.055M Shares 19,338 Est. Cost $174.98 Unrealized -1.5%
ETHE GRAYSCALE ETHEREUM TRUST 0.4%
Value $3.915M Shares 201,391 Est. Cost $9.94 Unrealized
XOM EXXON MOBIL CORPORATION 0.4%
Value $3.88M Shares 38,807 Est. Cost $97.92 Unrealized -0.3%
MA MASTERCARD INCORPORATED CLASS A 0.4%
Value $3.753M Shares 8,799 Est. Cost $387.18 Unrealized +2.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value $3.724M Shares 21,855 Est. Cost $169.70 Unrealized
HUM HUMANA INCORPORATED 0.4%
Value $3.664M Shares 8,004 Est. Cost $487.54 Unrealized -1.6%
RTX RTX CORPORATION 0.4%
Value $3.619M Shares 43,009 Est. Cost $87.21 Unrealized -13.3%
MAA MID-AMERICA APARTMENT COMMUNITIES INC 0.4%
Value $3.61M Shares 26,845 Est. Cost $130.37 Unrealized -10.4%
SSO PROSHARES ULTRA S&P500 0.4%
Value $3.569M Shares 54,844 Est. Cost $65.07 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $3.55M Shares 22,652 Est. Cost $146.09 Unrealized -1.7%
PG PROCTER AND GAMBLE COMPANY 0.4%
Value $3.549M Shares 24,220 Est. Cost $140.76 Unrealized -0.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $3.549M Shares 14,959 Est. Cost $226.38 Unrealized
INTC INTEL CORPORATION 0.4%
Value $3.458M Shares 68,824 Est. Cost $36.38 Unrealized +10.1%
ESS ESSEX PROPERTY TR INCORPORATED REIT 0.4%
Value $3.304M Shares 13,327 Est. Cost $203.15 Unrealized 0.0%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.4%
Value $3.298M Shares 49,686 Est. Cost $66.06 Unrealized
NOW SERVICENOW INCORPORATED 0.4%
Value $3.295M Shares 4,664 Est. Cost $119.68 Unrealized +5.3%
TT TRANE TECHNOLOGIES PLC SHS 0.4%
Value $3.295M Shares 13,508 Est. Cost $178.87 Unrealized +20.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value $3.282M Shares 41,004 Est. Cost $79.16 Unrealized
IOO ISHARES TRUST S & P GLOBAL 100 0.4%
Value $3.26M Shares 40,490 Est. Cost $79.75 Unrealized
ADBE ADOBE INCORPORATED 0.4%
Value $3.194M Shares 5,354 Est. Cost $529.10 Unrealized +9.0%
INTU INTUIT 0.4%
Value $3.149M Shares 5,038 Est. Cost $498.82 Unrealized +9.2%
QCOM QUALCOMM INCORPORATED 0.4%
Value $3.112M Shares 21,517 Est. Cost $114.95 Unrealized +2.9%
MTUM ISHARES TR MSCI USA MMENTM 0.3%
Value $3.086M Shares 19,669 Est. Cost $154.27 Unrealized
ABBV ABBVIE INCORPORATED 0.3%
Value $2.938M Shares 18,958 Est. Cost $135.16 Unrealized +0.4%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.3%
Value $2.888M Shares 6,612 Est. Cost $434.06 Unrealized
KKR KKR & COMPANY INCORPORATED 0.3%
Value $2.832M Shares 34,186 Est. Cost $59.78 Unrealized +11.8%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value $2.82M Shares 74,795 Est. Cost $31.06 Unrealized -0.2%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value $2.799M Shares 10,780 Est. Cost $211.46 Unrealized +10.8%
BRK/A BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A 0.3%
Value $2.713M Shares 5 Est. Cost $497809.40 Unrealized +7.2%
WFC WELLS FARGO COMPANY NEW 0.3%
Value $2.625M Shares 53,331 Est. Cost $40.09 Unrealized +2.3%
WMT WALMART INCORPORATED 0.3%
Value $2.601M Shares 16,501 Est. Cost $50.80 Unrealized +1.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.3%
Value $2.569M Shares 26,986 Est. Cost $95.04 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.3%
Value $2.528M Shares 8,337 Est. Cost $299.32 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.3%
Value $2.527M Shares 50,029 Est. Cost $46.51 Unrealized +3.2%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.3%
Value $2.495M Shares 4,701 Est. Cost $492.12 Unrealized -2.3%
ESRT EMPIRE ST RLTY TR INCORPORATED CLASS A REIT 0.3%
Value $2.483M Shares 23,663 Est. Cost $104.92 Unrealized
NVO NOVO NORDISK A/S 0.3%
Value $2.455M Shares 23,730 Est. Cost $106.33 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.3%
Value $2.454M Shares 16,650 Est. Cost $114.73 Unrealized +2.7%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value $2.436M Shares 19,494 Est. Cost $118.39 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.3%
Value $2.339M Shares 45,589 Est. Cost $55.03 Unrealized -14.6%
TDG TRANSDIGM GROUP INCORPORATED 0.3%
Value $2.315M Shares 2,288 Est. Cost $749.90 Unrealized +7.1%
KO COCA COLA COMPANY 0.3%
Value $2.301M Shares 39,042 Est. Cost $53.64 Unrealized -0.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.3%
Value $2.283M Shares 27,522 Est. Cost $82.96 Unrealized
NET CLOUDFLARE INC 0.3%
Value $2.278M Shares 27,358 Est. Cost $64.03 Unrealized +9.2%
BAC BANK AMERICA CORPORATION 0.3%
Value $2.273M Shares 67,511 Est. Cost $27.31 Unrealized +1.1%
CVS CVS HEALTH CORPORATION 0.3%
Value $2.244M Shares 28,420 Est. Cost $65.08 Unrealized +0.5%
FSK FS KKR CAPITAL CORP 0.3%
Value $2.239M Shares 112,128 Est. Cost $14.00 Unrealized +1.0%
T AT&T INCORPORATED 0.3%
Value $2.237M Shares 133,333 Est. Cost $13.87 Unrealized +2.5%
DHR DANAHER CORPORATION 0.3%
Value $2.237M Shares 9,670 Est. Cost $210.07 Unrealized +0.1%
LTCN GRAYSCALE LITECOIN TRUST 0.2%
Value $2.188M Shares 138,945 Est. Cost $6.19 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.2%
Value $2.181M Shares 94,654 Est. Cost $39.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value $2.162M Shares 13,219 Est. Cost $133.21 Unrealized +6.2%
ABT ABBOTT LABS 0.2%
Value $2.157M Shares 19,598 Est. Cost $97.30 Unrealized -1.3%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.2%
Value $2.144M Shares 22,092 Est. Cost $84.68 Unrealized -1.0%
MTRN MATERION CORP 0.2%
Value $2.089M Shares 16,050 Est. Cost $108.58 Unrealized +1.0%
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.2%
Value $2.081M Shares 7,639 Est. Cost $234.06 Unrealized +10.1%
WM WASTE MGMT INCORPORATED DEL 0.2%
Value $2.061M Shares 11,507 Est. Cost $161.38 Unrealized +0.7%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.2%
Value $2.058M Shares 11,510 Est. Cost $177.14 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.2%
Value $2.057M Shares 1,308 Est. Cost $160.51 Unrealized +15.1%
IDXX IDEXX LABS INCORPORATED 0.2%
Value $2.018M Shares 3,636 Est. Cost $498.67 Unrealized -5.9%
CVX CHEVRON CORPORATION NEW 0.2%
Value $2.017M Shares 13,522 Est. Cost $139.14 Unrealized -1.0%
CMCSA COMCAST CORPORATION NEW CLASS A 0.2%
Value $2.007M Shares 45,774 Est. Cost $41.41 Unrealized -3.2%
DESKTOP METAL INC 0.2%
Value $2.003M Shares 2,667,715 Est. Cost $1.77 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value $1.963M Shares 39,324 Est. Cost $54.67 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value $1.957M Shares 6,794 Est. Cost $245.60 Unrealized +3.9%
COP CONOCOPHILLIPS 0.2%
Value $1.95M Shares 16,801 Est. Cost $107.88 Unrealized +1.7%
HLT HILTON WORLDWIDE HLDGS INCORPORATED 0.2%
Value $1.95M Shares 10,707 Est. Cost $150.33 Unrealized +8.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value $1.947M Shares 38,769 Est. Cost $50.18 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 0.2%
Value $1.923M Shares 8,908 Est. Cost $173.10 Unrealized +1.2%
MCD MCDONALDS CORPORATION 0.2%
Value $1.918M Shares 6,468 Est. Cost $265.31 Unrealized -2.5%
FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF 0.2%
Value $1.889M Shares 21,000 Est. Cost $89.44 Unrealized
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.2%
Value $1.883M Shares 8,350 Est. Cost $194.14 Unrealized +2.3%
AMAT APPLIED MATLS INCORPORATED 0.2%
Value $1.882M Shares 11,611 Est. Cost $136.09 Unrealized +5.9%
ETN EATON CORPORATION PLC SHS 0.2%
Value $1.865M Shares 7,746 Est. Cost $196.88 Unrealized +9.5%
POOL POOL CORPORATION 0.2%
Value $1.831M Shares 4,592 Est. Cost $351.91 Unrealized -3.4%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.2%
Value $1.822M Shares 2,888 Est. Cost $501.94 Unrealized +2.4%
SO SOUTHERN COMPANY 0.2%
Value $1.82M Shares 25,962 Est. Cost $64.03 Unrealized -0.4%
OBDC BLUE OWL CAPITAL CORP 0.2%
Value $1.791M Shares 121,358 Est. Cost $10.57 Unrealized +4.4%
GILD GILEAD SCIENCES INCORPORATED 0.2%
Value $1.762M Shares 21,753 Est. Cost $71.71 Unrealized +0.7%
DVN DEVON ENERGY CORPORATION NEW 0.2%
Value $1.757M Shares 38,783 Est. Cost $44.50 Unrealized -4.7%
NKE NIKE INCORPORATED CLASS B 0.2%
Value $1.727M Shares 15,903 Est. Cost $104.13 Unrealized -1.1%
BX BLACKSTONE INCORPORATED 0.2%
Value $1.726M Shares 13,181 Est. Cost $98.64 Unrealized +3.5%
MARA MARATHON DIGITAL HOLDINGS INC 0.2%
Value $1.724M Shares 73,376 Est. Cost $10.15 Unrealized +24.3%
CCI CROWN CASTLE INCORPORATED REIT 0.2%
Value $1.707M Shares 14,821 Est. Cost $90.65 Unrealized +0.2%
C CITIGROUP INCORPORATED COM NEW 0.2%
Value $1.691M Shares 32,870 Est. Cost $41.35 Unrealized 0.0%
AGG ISHARES TR CORE US AGGBD ET 0.2%
Value $1.648M Shares 16,609 Est. Cost $96.88 Unrealized
PBT PERMIAN BASIN ROYALTY TRUST 0.2%
Value $1.645M Shares 117,499 Est. Cost $21.22 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.2%
Value $1.637M Shares 17,400 Est. Cost $84.08 Unrealized -0.4%
FIRST TRUST HIGH INCOME LONG/SHORT FUND 0.2%
Value $1.619M Shares 133,908 Est. Cost $11.44 Unrealized
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.2%
Value $1.617M Shares 14,382 Est. Cost $97.97 Unrealized -7.2%
HL HECLA MINING COMPANY 0.2%
Value $1.611M Shares 335,000 Est. Cost $4.50 Unrealized -2.9%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value $1.598M Shares 9,136 Est. Cost $168.56 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.2%
Value $1.586M Shares 22,828 Est. Cost $60.76 Unrealized
AON AON PLC SHS CL A 0.2%
Value $1.545M Shares 5,309 Est. Cost $325.28 Unrealized -3.1%
DIS DISNEY WALT COMPANY 0.2%
Value $1.544M Shares 17,105 Est. Cost $87.99 Unrealized -2.0%
SYK STRYKER CORPORATION 0.2%
Value $1.523M Shares 5,086 Est. Cost $275.94 Unrealized -0.4%
TGT TARGET CORPORATION 0.2%
Value $1.518M Shares 10,660 Est. Cost $128.33 Unrealized -11.9%
MPC MARATHON PETE CORPORATION 0.2%
Value $1.512M Shares 10,191 Est. Cost $129.69 Unrealized +9.5%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.2%
Value $1.473M Shares 6,992 Est. Cost $180.52 Unrealized -0.4%
UNP UNION PAC CORPORATION 0.2%
Value $1.458M Shares 5,936 Est. Cost $208.48 Unrealized +0.4%
LIN LINDE PLC SHS 0.2%
Value $1.454M Shares 3,541 Est. Cost $375.31 Unrealized +2.2%
ADI ANALOG DEVICES INCORPORATED 0.2%
Value $1.453M Shares 7,317 Est. Cost $176.96 Unrealized -2.7%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.2%
Value $1.45M Shares 7,535 Est. Cost $184.90 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value $1.445M Shares 40,250 Est. Cost $33.76 Unrealized
ROP ROPER TECHNOLOGIES INCORPORATED 0.2%
Value $1.436M Shares 2,634 Est. Cost $482.70 Unrealized +5.2%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.2%
Value $1.434M Shares 627 Est. Cost $38.99 Unrealized +6.7%
ON ON SEMICONDUCTOR CORPORATION 0.2%
Value $1.421M Shares 17,014 Est. Cost $97.14 Unrealized -19.1%
FAUG FT VEST US EQUITY BUFFER ETF - AUGUST 0.2%
Value $1.414M Shares 34,809 Est. Cost $39.62 Unrealized
O REALTY INCOME CORPORATION REIT 0.2%
Value $1.393M Shares 24,261 Est. Cost $48.18 Unrealized -3.5%
PFE PFIZER INCORPORATED 0.2%
Value $1.38M Shares 47,941 Est. Cost $28.14 Unrealized -6.2%
TQQQ PROSHARES ULTRAPRO QQQ 0.2%
Value $1.378M Shares 27,182 Est. Cost $37.97 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.2%
Value $1.372M Shares 10,467 Est. Cost $103.04 Unrealized +1.5%
MU MICRON TECHNOLOGY INCORPORATED 0.2%
Value $1.349M Shares 15,802 Est. Cost $70.36 Unrealized +4.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $1.335M Shares 3,804 Est. Cost $301.17 Unrealized +3.8%
ORCL ORACLE CORPORATION 0.2%
Value $1.324M Shares 12,556 Est. Cost $104.34 Unrealized +2.3%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value $1.318M Shares 6,901 Est. Cost $190.96 Unrealized
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.1%
Value $1.309M Shares 5,415 Est. Cost $226.42 Unrealized +0.7%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value $1.308M Shares 18,065 Est. Cost $64.31 Unrealized 0.0%
DVY ISHARES TR SELECT DIVID ETF 0.1%
Value $1.307M Shares 11,147 Est. Cost $117.22 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value $1.292M Shares 16,965 Est. Cost $71.86 Unrealized
JBHT HUNT J B TRANS SVCS INCORPORATED 0.1%
Value $1.291M Shares 6,461 Est. Cost $187.50 Unrealized -3.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.288M Shares 1,467 Est. Cost $793.55 Unrealized +3.2%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value $1.28M Shares 8,140 Est. Cost $142.41 Unrealized -5.7%
CB CHUBB LIMITED 0.1%
Value $1.274M Shares 5,636 Est. Cost $199.75 Unrealized +7.0%
DLR DIGITAL RLTY TR INCORPORATED REIT 0.1%
Value $1.273M Shares 9,460 Est. Cost $115.68 Unrealized +4.3%
MSTR MICROSTRATEGY INCORPORATED CLASS A NEW 0.1%
Value $1.271M Shares 2,012 Est. Cost $33.13 Unrealized +43.1%
VEA VANGUARD TAX MANAGED FUND FTSE DEVELOPED MARKETS ETF 0.1%
Value $1.259M Shares 26,293 Est. Cost $45.09 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value $1.256M Shares 12,213 Est. Cost $99.77 Unrealized
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value $1.256M Shares 59,046 Est. Cost $21.28 Unrealized
CI THE CIGNA GROUP 0.1%
Value $1.223M Shares 4,083 Est. Cost $259.56 Unrealized +8.2%
NRG NRG ENERGY INCORPORATED COM NEW 0.1%
Value $1.194M Shares 23,093 Est. Cost $32.10 Unrealized +35.4%
ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT 0.1%
Value $1.188M Shares 9,369 Est. Cost $97.66 Unrealized -2.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $1.184M Shares 2,446 Est. Cost $433.02 Unrealized
DE DEERE & COMPANY 0.1%
Value $1.14M Shares 2,851 Est. Cost $370.21 Unrealized -1.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $1.136M Shares 15,447 Est. Cost $73.55 Unrealized
GATX GATX CORPORATION 0.1%
Value $1.121M Shares 9,323 Est. Cost $111.83 Unrealized -4.8%
QRVO QORVO INCORPORATED 0.1%
Value $1.118M Shares 9,931 Est. Cost $102.11 Unrealized -5.4%
CL COLGATE PALMOLIVE COMPANY 0.1%
Value $1.113M Shares 13,960 Est. Cost $70.97 Unrealized +1.1%
VOOG VANGUARD S&P 500 GROWTH INDEX FUND 0.1%
Value $1.107M Shares 4,087 Est. Cost $297.30 Unrealized
VRSK VERISK ANALYTICS INCORPORATED 0.1%
Value $1.094M Shares 4,579 Est. Cost $232.13 Unrealized +0.6%
TRV TRAVELERS COMPANIES INCORPORATED 0.1%
Value $1.091M Shares 5,729 Est. Cost $160.04 Unrealized +4.1%
BIZD VANECK BDC INCOME ETF 0.1%
Value $1.081M Shares 67,390 Est. Cost $16.04 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value $1.075M Shares 13,054 Est. Cost $73.69 Unrealized -3.0%
FR FIRST INDUSTRIAL REALTY TRUST INC 0.1%
Value $1.075M Shares 20,408 Est. Cost $52.67 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.1%
Value $1.073M Shares 30,819 Est. Cost $29.97 Unrealized +7.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value $1.058M Shares 30,716 Est. Cost $34.46 Unrealized
MSCI MSCI INCORPORATED 0.1%
Value $1.054M Shares 1,863 Est. Cost $510.76 Unrealized -1.5%
FNDX SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 0.1%
Value $1.044M Shares 16,854 Est. Cost $61.94 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $1.044M Shares 11,190 Est. Cost $80.29 Unrealized -6.8%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.1%
Value $1.042M Shares 24,480 Est. Cost $38.72 Unrealized -7.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value $1.034M Shares 9,259 Est. Cost $108.99 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value $1.027M Shares 4,412 Est. Cost $232.66 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.1%
Value $1.02M Shares 16,567 Est. Cost $52.31 Unrealized 0.0%
PEP PEPSICO INCORPORATED 0.1%
Value $1.016M Shares 5,981 Est. Cost $159.66 Unrealized -3.7%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.1%
Value $1.012M Shares 3,000 Est. Cost $311.49 Unrealized -4.3%
SBUX STARBUCKS CORPORATION 0.1%
Value $1.012M Shares 10,541 Est. Cost $94.95 Unrealized -2.9%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value $999K Shares 4,977 Est. Cost $181.88 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $994K Shares 11,712 Est. Cost $81.07 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $992K Shares 17,828 Est. Cost $51.11 Unrealized
PANW PALO ALTO NETWORKS INCORPORATED 0.1%
Value $991K Shares 3,361 Est. Cost $105.63 Unrealized +26.6%
EW EDWARDS LIFESCIENCES CORPORATION 0.1%
Value $990K Shares 12,984 Est. Cost $80.36 Unrealized -13.4%
IT GARTNER INCORPORATED 0.1%
Value $978K Shares 2,167 Est. Cost $348.82 Unrealized +14.5%
EQR EQUITY RESIDENTIAL SH BEN INT REIT 0.1%
Value $961K Shares 15,721 Est. Cost $52.84 Unrealized 0.0%
CMI CUMMINS INCORPORATED 0.1%
Value $943K Shares 3,938 Est. Cost $226.38 Unrealized -4.2%
KVUE KENVUE INCORPORATED 0.1%
Value $941K Shares 43,698 Est. Cost $19.05 Unrealized -3.4%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value $930K Shares 5,521 Est. Cost $162.60 Unrealized
GM GENERAL MTRS COMPANY 0.1%
Value $922K Shares 25,661 Est. Cost $33.71 Unrealized -10.3%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value $922K Shares 9,192 Est. Cost $100.29 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value $921K Shares 24,501 Est. Cost $35.51 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value $919K Shares 17,642 Est. Cost $52.10 Unrealized
PSX PHILLIPS 66 0.1%
Value $910K Shares 6,839 Est. Cost $105.14 Unrealized +5.6%
LQD ISHARES TR IBOXX INV CP ETF 0.1%
Value $902K Shares 8,150 Est. Cost $110.66 Unrealized
GAP GAP INC 0.1%
Value $899K Shares 43,005 Est. Cost $15.11 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH INDEX FUND 0.1%
Value $899K Shares 9,281 Est. Cost $96.85 Unrealized
ILMN ILLUMINA INCORPORATED 0.1%
Value $897K Shares 6,439 Est. Cost $182.57 Unrealized -36.8%
KMB KIMBERLY-CLARK CORPORATION 0.1%
Value $894K Shares 7,356 Est. Cost $113.79 Unrealized -2.3%
OKE ONEOK INCORPORATED NEW 0.1%
Value $891K Shares 12,684 Est. Cost $58.25 Unrealized +3.6%
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value $884K Shares 14,806 Est. Cost $58.24 Unrealized +0.6%
GIS GENERAL MLS INCORPORATED 0.1%
Value $874K Shares 13,415 Est. Cost $64.57 Unrealized -7.8%
UDR UDR INCORPORATED REIT 0.1%
Value $865K Shares 22,590 Est. Cost $36.13 Unrealized -11.7%
VICI VICI PPTYS INCORPORATED REIT 0.1%
Value $860K Shares 26,984 Est. Cost $27.43 Unrealized -5.5%
XLV SPDR HEALTH CARE SELECT 0.1%
Value $859K Shares 6,299 Est. Cost $133.06 Unrealized
EQWL INVESCO S AND P 100 EQUAL WEIGHT ETF 0.1%
Value $858K Shares 9,800 Est. Cost $87.56 Unrealized
MRVL MARVELL TECHNOLOGY INCORPORATED 0.1%
Value $855K Shares 14,184 Est. Cost $56.10 Unrealized -4.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value $853K Shares 13,117 Est. Cost $62.87 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value $851K Shares 15,821 Est. Cost $53.82 Unrealized
ARISTA NETWORKS INCORPORATED 0.1%
Value $850K Shares 3,610 Est. Cost $188.47 Unrealized
CVGW CALAVO GROWERS INC 0.1%
Value $850K Shares 28,888 Est. Cost $24.27 Unrealized 0.0%
TMUS T-MOBILE US INCORPORATED 0.1%
Value $844K Shares 5,264 Est. Cost $143.16 Unrealized 0.0%
PCAR PACCAR INCORPORATED 0.1%
Value $842K Shares 8,622 Est. Cost $76.95 Unrealized +6.3%
PGR PROGRESSIVE CORPORATION 0.1%
Value $841K Shares 5,277 Est. Cost $124.00 Unrealized +15.6%
ADM ARCHER DANIELS MIDLAND COMPANY 0.1%
Value $839K Shares 11,623 Est. Cost $69.30 Unrealized -2.2%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value $839K Shares 7,752 Est. Cost $102.77 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value $834K Shares 12,672 Est. Cost $64.38 Unrealized
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.1%
Value $832K Shares 2,363 Est. Cost $384.28 Unrealized -8.4%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value $820K Shares 11,307 Est. Cost $69.48 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value $819K Shares 3,681 Est. Cost $209.86 Unrealized -7.2%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $816K Shares 3,257 Est. Cost $248.80 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value $815K Shares 15,850 Est. Cost $46.73 Unrealized
VLO VALERO ENERGY CORPORATION 0.1%
Value $809K Shares 6,223 Est. Cost $120.02 Unrealized -0.6%
FTV FORTIVE CORPORATION 0.1%
Value $805K Shares 10,932 Est. Cost $56.92 Unrealized -8.2%
DOW DOW INCORPORATED 0.1%
Value $798K Shares 14,557 Est. Cost $46.31 Unrealized -3.6%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value $791K Shares 26,573 Est. Cost $29.43 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value $783K Shares 12,803 Est. Cost $56.85 Unrealized +0.8%
CSGP COSTAR GROUP INCORPORATED 0.1%
Value $780K Shares 8,924 Est. Cost $82.85 Unrealized -2.3%
TIP ISHARES TR TIPS BD ETF 0.1%
Value $776K Shares 7,215 Est. Cost $105.62 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value $770K Shares 8,213 Est. Cost $86.76 Unrealized +0.6%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value $770K Shares 8,461 Est. Cost $91.05 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value $762K Shares 19,533 Est. Cost $38.16 Unrealized
EQIX EQUINIX INCORPORATED REIT 0.1%
Value $760K Shares 944 Est. Cost $733.71 Unrealized 0.0%
SCHW SCHWAB CHARLES CORPORATION 0.1%
Value $758K Shares 11,019 Est. Cost $53.31 Unrealized +5.3%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value $757K Shares 3,251 Est. Cost $230.20 Unrealized -3.5%
IR INGERSOLL RAND INCORPORATED 0.1%
Value $753K Shares 9,740 Est. Cost $68.24 Unrealized 0.0%
XEL XCEL ENERGY INCORPORATED 0.1%
Value $746K Shares 12,052 Est. Cost $55.20 Unrealized +0.6%
SLV ISHARES SILVER TR ISHARES 0.1%
Value $746K Shares 34,235 Est. Cost $21.45 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.1%
Value $745K Shares 12,138 Est. Cost $64.47 Unrealized -11.4%
DD DUPONT DE NEMOURS INCORPORATED 0.1%
Value $744K Shares 9,670 Est. Cost $29.71 Unrealized -2.4%
ZTS ZOETIS INCORPORATED CLASS A 0.1%
Value $743K Shares 3,766 Est. Cost $172.86 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value $743K Shares 12,033 Est. Cost $52.02 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value $741K Shares 2,827 Est. Cost $228.53 Unrealized -0.5%
KMI KINDER MORGAN INCORPORATED DEL 0.1%
Value $737K Shares 41,791 Est. Cost $15.28 Unrealized +0.4%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value $735K Shares 13,600 Est. Cost $54.08 Unrealized
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.1%
Value $733K Shares 1,802 Est. Cost $369.42 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value $723K Shares 2,327 Est. Cost $310.88 Unrealized
FDX FEDEX CORPORATION 0.1%
Value $720K Shares 2,846 Est. Cost $225.48 Unrealized +7.5%
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.1%
Value $715K Shares 753 Est. Cost $62.77 Unrealized +0.7%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value $715K Shares 11,416 Est. Cost $62.13 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value $715K Shares 17,636 Est. Cost $50.21 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $708K Shares 51,302 Est. Cost $13.80 Unrealized
MNST MONSTER BEVERAGE CORPORATION NEW 0.1%
Value $707K Shares 12,266 Est. Cost $56.11 Unrealized -4.8%
CBRE CBRE GROUP INCORPORATED CLASS A 0.1%
Value $705K Shares 7,572 Est. Cost $82.92 Unrealized -6.2%
ED CONSOLIDATED EDISON INCORPORATED 0.1%
Value $701K Shares 7,706 Est. Cost $83.89 Unrealized -1.0%
CME CME GROUP INCORPORATED 0.1%
Value $699K Shares 3,318 Est. Cost $180.18 Unrealized +8.0%
NIO NIO INCORPORATED SPON ADS 0.1%
Value $695K Shares 76,613 Est. Cost $9.04 Unrealized
F FORD MTR COMPANY DEL 0.1%
Value $692K Shares 56,806 Est. Cost $10.02 Unrealized -3.9%
JUNIPER NETWORKS INCORPORATED 0.1%
Value $689K Shares 23,362 Est. Cost $28.32 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value $688K Shares 7,528 Est. Cost $91.39 Unrealized
SLB SCHLUMBERGER LIMITED COM STK 0.1%
Value $687K Shares 13,199 Est. Cost $48.31 Unrealized +6.0%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.1%
Value $684K Shares 26,205 Est. Cost $22.46 Unrealized
ALB ALBEMARLE CORPORATION 0.1%
Value $671K Shares 4,646 Est. Cost $132.16 Unrealized 0.0%
TDW TIDEWATER INCORPORATED NEW 0.1%
Value $669K Shares 10,440 Est. Cost $64.75 Unrealized 0.0%
MELI MERCADOLIBRE INCORPORATED 0.1%
Value $662K Shares 421 Est. Cost $1314.96 Unrealized +7.8%
MMM 3M COMPANY 0.1%
Value $661K Shares 6,043 Est. Cost $75.54 Unrealized 0.0%
MCK MCKESSON CORPORATION 0.1%
Value $658K Shares 1,421 Est. Cost $438.50 Unrealized +2.7%
PIONEER NAT RES COMPANY 0.1%
Value $655K Shares 2,911 Est. Cost $207.18 Unrealized
MRNA MODERNA INCORPORATED 0.1%
Value $649K Shares 6,526 Est. Cost $111.21 Unrealized -24.4%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.1%
Value $648K Shares 6,234 Est. Cost $78.20 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value $648K Shares 30,582 Est. Cost $21.18 Unrealized
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.1%
Value $645K Shares 1,660 Est. Cost $415.80 Unrealized -1.9%
TGLS TECNOGLASS INC 0.1%
Value $640K Shares 13,996 Est. Cost $35.67 Unrealized 0.0%
DDM PROSHARES ULTRA DOW30 0.1%
Value $639K Shares 8,070 Est. Cost $79.21 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.1%
Value $629K Shares 7,497 Est. Cost $90.68 Unrealized
AOR ISHARES TR GRWT ALLOCAT ETF 0.1%
Value $628K Shares 11,800 Est. Cost $53.19 Unrealized
MO ALTRIA GROUP INCORPORATED 0.1%
Value $623K Shares 15,437 Est. Cost $35.53 Unrealized -2.0%
GLW CORNING INCORPORATED 0.1%
Value $619K Shares 20,335 Est. Cost $29.96 Unrealized -9.5%
IP INTERNATIONAL PAPER COMPANY 0.1%
Value $613K Shares 16,953 Est. Cost $30.82 Unrealized +3.7%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value $612K Shares 8,221 Est. Cost $68.71 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value $610K Shares 5,629 Est. Cost $102.53 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.1%
Value $609K Shares 7,870 Est. Cost $77.39 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.1%
Value $606K Shares 19,288 Est. Cost $18.87 Unrealized
TKR TIMKEN CO 0.1%
Value $601K Shares 7,503 Est. Cost $73.57 Unrealized 0.0%
TUG STF TACTICAL GROWTH ETF 0.1%
Value $600K Shares 20,382 Est. Cost $26.64 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value $596K Shares 2,151 Est. Cost $257.84 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value $596K Shares 8,597 Est. Cost $69.34 Unrealized
SRH TOTAL RETURN FUND INCORPORATED 0.1%
Value $590K Shares 42,550 Est. Cost $13.28 Unrealized
DTE DTE ENERGY COMPANY 0.1%
Value $586K Shares 5,317 Est. Cost $96.40 Unrealized -1.5%
COR CENCORA INCORPORATED 0.1%
Value $584K Shares 2,845 Est. Cost $186.09 Unrealized +3.0%
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value $583K Shares 30,104 Est. Cost $15.05 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.1%
Value $581K Shares 3,886 Est. Cost $146.07 Unrealized
AZO AUTOZONE INCORPORATED 0.1%
Value $579K Shares 224 Est. Cost $2528.96 Unrealized +2.6%
ENCORE WIRE CORP 0.1%
Value $575K Shares 2,694 Est. Cost $192.29 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value $574K Shares 38,813 Est. Cost $14.79 Unrealized
ARCC ARES CAPITAL CORPORATION 0.1%
Value $569K Shares 28,393 Est. Cost $15.96 Unrealized 0.0%
AER AERCAP HOLDINGS NV SHS 0.1%
Value $568K Shares 7,643 Est. Cost $61.98 Unrealized +4.9%
ARES ARES MANAGEMENT CORPORATION CLASS A COM STK 0.1%
Value $562K Shares 4,723 Est. Cost $94.74 Unrealized +8.1%
LULU LULULEMON ATHLETICA INCORPORATED 0.1%
Value $561K Shares 1,097 Est. Cost $382.54 Unrealized +12.9%
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.1%
Value $560K Shares 6,922 Est. Cost $68.80 Unrealized 0.0%
LAM RESEARCH CORPORATION 0.1%
Value $560K Shares 715 Est. Cost $695.06 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.1%
Value $555K Shares 2,173 Est. Cost $209.43 Unrealized 0.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value $554K Shares 9,250 Est. Cost $59.87 Unrealized
NTAP NETAPP INCORPORATED 0.1%
Value $554K Shares 6,279 Est. Cost $73.57 Unrealized +4.7%
BLACKROCK INCORPORATED 0.1%
Value $551K Shares 679 Est. Cost $691.13 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.1%
Value $550K Shares 10,877 Est. Cost $47.80 Unrealized
WELL WELLTOWER INCORPORATED REIT 0.1%
Value $550K Shares 6,095 Est. Cost $78.14 Unrealized +6.3%
CAG CONAGRA BRANDS INCORPORATED 0.1%
Value $549K Shares 19,148 Est. Cost $27.08 Unrealized -8.0%
DXCM DEXCOM INCORPORATED 0.1%
Value $548K Shares 4,417 Est. Cost $112.73 Unrealized -9.4%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS 0.1%
Value $548K Shares 9,506 Est. Cost $54.88 Unrealized -7.6%
GSLC GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value $547K Shares 5,835 Est. Cost $84.23 Unrealized
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.1%
Value $544K Shares 7,024 Est. Cost $77.51 Unrealized
JBL JABIL INCORPORATED 0.1%
Value $544K Shares 4,267 Est. Cost $119.40 Unrealized +6.2%
TSN TYSON FOODS INCORPORATED CLASS A 0.1%
Value $539K Shares 10,037 Est. Cost $49.57 Unrealized -9.1%
NUE NUCOR CORPORATION 0.1%
Value $539K Shares 3,096 Est. Cost $153.29 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value $539K Shares 11,689 Est. Cost $44.09 Unrealized
WPC WP CAREY INCORPORATED REIT 0.1%
Value $537K Shares 8,285 Est. Cost $64.81 Unrealized
XJPIX NUVEEN PREFERRED AND INCOME TERM FUND 0.1%
Value $536K Shares 29,320 Est. Cost $18.28 Unrealized
DRI DARDEN RESTAURANTS INCORPORATED 0.1%
Value $535K Shares 3,257 Est. Cost $141.79 Unrealized 0.0%
HPQ HP INCORPORATED 0.1%
Value $527K Shares 17,499 Est. Cost $25.76 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value $522K Shares 5,850 Est. Cost $97.30 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.1%
Value $522K Shares 9,970 Est. Cost $52.37 Unrealized
CTVA CORTEVA INCORPORATED 0.1%
Value $518K Shares 10,818 Est. Cost $46.55 Unrealized 0.0%
DG DOLLAR GENERAL CORPORATION NEW 0.1%
Value $513K Shares 3,774 Est. Cost $141.69 Unrealized -18.2%
EOG EOG RES INCORPORATED 0.1%
Value $511K Shares 4,228 Est. Cost $115.58 Unrealized 0.0%
TBIL US TREASURY 3 MONTH BILL ETF 0.1%
Value $511K Shares 10,243 Est. Cost $49.96 Unrealized
IRBTQ IROBOT CORPORATION 0.1%
Value $510K Shares 13,179 Est. Cost $38.54 Unrealized -7.7%
PSA PUBLIC STORAGE REIT 0.1%
Value $507K Shares 1,663 Est. Cost $242.81 Unrealized 0.0%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value $505K Shares 8,520 Est. Cost $57.22 Unrealized
BHP BHP GROUP LIMITED SPONSORED ADS 0.1%
Value $497K Shares 7,269 Est. Cost $61.31 Unrealized
PRU PRUDENTIAL FINL INCORPORATED 0.1%
Value $492K Shares 4,741 Est. Cost $85.40 Unrealized +1.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $489K Shares 4,799 Est. Cost $99.10 Unrealized
CG CARLYLE GROUP INCORPORATED 0.1%
Value $488K Shares 11,998 Est. Cost $29.72 Unrealized +3.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $487K Shares 12,117 Est. Cost $40.21 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value $487K Shares 6,462 Est. Cost $75.36 Unrealized
DOC HEALTHPEAK PROPERTIES INCORPORATED REIT 0.1%
Value $486K Shares 24,536 Est. Cost $15.38 Unrealized 0.0%
ASML ASML HOLDING NV 0.1%
Value $484K Shares 639 Est. Cost $855.30 Unrealized
WPM WHEATON PRECIOUS METALS CORPORATION 0.1%
Value $481K Shares 9,741 Est. Cost $46.42 Unrealized -4.2%
MTB M & T BK CORPORATION 0.1%
Value $479K Shares 3,491 Est. Cost $117.30 Unrealized 0.0%
SAFRY SAFRAN SPON ADR 0.1%
Value $477K Shares 10,841 Est. Cost $39.34 Unrealized
TOL TOLL BROTHERS INCORPORATED 0.1%
Value $475K Shares 4,622 Est. Cost $70.14 Unrealized +18.8%
VCIT VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value $472K Shares 5,804 Est. Cost $76.81 Unrealized
WWD WOODWARD INCORPORATED 0.1%
Value $471K Shares 3,458 Est. Cost $123.02 Unrealized +4.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BD ETF 0.1%
Value $471K Shares 9,177 Est. Cost $50.24 Unrealized
BITX 2X BITCOIN STRATEGY ETF 0.1%
Value $470K Shares 20,660 Est. Cost $22.76 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value $465K Shares 807 Est. Cost $506.25 Unrealized
CWH CAMPING WORLD HOLDINGS INC 0.1%
Value $465K Shares 17,697 Est. Cost $19.72 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.1%
Value $463K Shares 5,023 Est. Cost $84.03 Unrealized
NEW YORK CMNTY BANCORP INCORPORATED 0.1%
Value $463K Shares 45,213 Est. Cost $10.23 Unrealized
CWEN CLEARWAY ENERGY INCORPORATED CLASS C 0.1%
Value $461K Shares 6,396 Est. Cost $20.51 Unrealized 0.0%
SPSC SPS COMM INCORPORATED 0.1%
Value $460K Shares 2,372 Est. Cost $174.41 Unrealized 0.0%
BCE BCE INCORPORATED COM NEW 0.1%
Value $459K Shares 11,659 Est. Cost $35.55 Unrealized -8.7%
CHD CHURCH & DWIGHT COMPANY INCORPORATED 0.1%
Value $456K Shares 4,825 Est. Cost $89.26 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INCORPORATED 0.1%
Value $455K Shares 2,939 Est. Cost $115.08 Unrealized +4.2%
OIH VANECK OIL SERVICES ETF 0.1%
Value $451K Shares 1,457 Est. Cost $338.80 Unrealized
SCI SERVICE CORPORATION INTERNATIONAL 0.1%
Value $450K Shares 7,982 Est. Cost $60.20 Unrealized 0.0%
FMC FMC CORPORATION COM NEW 0.1%
Value $449K Shares 7,118 Est. Cost $70.84 Unrealized -25.9%
TFC TRUIST FINL CORPORATION 0.1%
Value $445K Shares 12,058 Est. Cost $28.22 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH INDEX FUND 0.1%
Value $441K Shares 1,700 Est. Cost $236.74 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value $435K Shares 27,300 Est. Cost $14.85 Unrealized
FSEP FT VEST US EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value $435K Shares 10,800 Est. Cost $40.24 Unrealized
CFG CITIZENS FINL GROUP INCORPORATED 0.0%
Value $434K Shares 13,095 Est. Cost $25.71 Unrealized -1.9%
IUSG ISHARES CORE S&P US GROWTH ETF 0.0%
Value $433K Shares 4,161 Est. Cost $104.10 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $430K Shares 1,958 Est. Cost $219.57 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.0%
Value $429K Shares 3,764 Est. Cost $108.32 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $428K Shares 9,587 Est. Cost $44.04 Unrealized -10.9%
FNOV FT VEST US EQUITY BUFFER ETF - NOVEMBER 0.0%
Value $425K Shares 10,000 Est. Cost $42.51 Unrealized
FAPR FT VEST US EQUITY BUFFER ETF - APRIL 0.0%
Value $421K Shares 12,042 Est. Cost $34.95 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $420K Shares 4,752 Est. Cost $76.47 Unrealized
ALLY ALLY FINL INCORPORATED 0.0%
Value $417K Shares 11,951 Est. Cost $25.93 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.0%
Value $416K Shares 1,328 Est. Cost $295.69 Unrealized 0.0%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value $414K Shares 8,985 Est. Cost $46.07 Unrealized
KEY KEYCORP 0.0%
Value $413K Shares 28,647 Est. Cost $10.65 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value $411K Shares 3,956 Est. Cost $103.99 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value $411K Shares 13,177 Est. Cost $31.19 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value $410K Shares 9,895 Est. Cost $38.34 Unrealized -4.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $408K Shares 4,296 Est. Cost $79.84 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value $406K Shares 13,364 Est. Cost $50.66 Unrealized -49.7%
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value $405K Shares 5,231 Est. Cost $56.54 Unrealized 0.0%
RH RH 0.0%
Value $405K Shares 1,388 Est. Cost $258.22 Unrealized 0.0%
WU WESTERN UN COMPANY 0.0%
Value $402K Shares 33,717 Est. Cost $11.92 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $399K Shares 4,035 Est. Cost $92.36 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.0%
Value $397K Shares 902 Est. Cost $388.21 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $397K Shares 782 Est. Cost $474.94 Unrealized
BAKKT HOLDINGS INC 0.0%
Value $394K Shares 176,780 Est. Cost $2.23 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value $393K Shares 5,229 Est. Cost $75.10 Unrealized
EMR EMERSON ELEC COMPANY 0.0%
Value $387K Shares 3,974 Est. Cost $88.09 Unrealized 0.0%
GLADSTONE LAND CORP 0.0%
Value $386K Shares 20,333 Est. Cost $19.00 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value $385K Shares 18,600 Est. Cost $20.68 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value $378K Shares 10,448 Est. Cost $36.44 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CLASS A 0.0%
Value $377K Shares 11,038 Est. Cost $32.48 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $376K Shares 2,771 Est. Cost $125.25 Unrealized
HSY HERSHEY COMPANY 0.0%
Value $376K Shares 2,019 Est. Cost $177.67 Unrealized 0.0%
WESTERN AST INFL LKD OPP & INM 0.0%
Value $376K Shares 43,377 Est. Cost $8.42 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $375K Shares 12,105 Est. Cost $31.01 Unrealized
UNITED STATES STEEL CORP 0.0%
Value $373K Shares 7,670 Est. Cost $34.74 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value $370K Shares 5,286 Est. Cost $56.32 Unrealized +3.7%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value $365K Shares 6,239 Est. Cost $52.49 Unrealized
AVT AVNET INCORPORATED 0.0%
Value $363K Shares 7,203 Est. Cost $45.21 Unrealized -0.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $362K Shares 4,703 Est. Cost $77.01 Unrealized
CRH CRH PLC 0.0%
Value $362K Shares 5,230 Est. Cost $58.12 Unrealized 0.0%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value $361K Shares 6,817 Est. Cost $52.97 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value $361K Shares 21,021 Est. Cost $15.93 Unrealized +11.8%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value $361K Shares 2,810 Est. Cost $110.43 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value $359K Shares 6,925 Est. Cost $47.44 Unrealized 0.0%
KELLANOVA 0.0%
Value $357K Shares 6,378 Est. Cost $54.83 Unrealized -11.0%
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value $356K Shares 3,554 Est. Cost $100.11 Unrealized
FISV FISERV INCORPORATED 0.0%
Value $355K Shares 2,672 Est. Cost $118.93 Unrealized +3.2%
NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND 0.0%
Value $348K Shares 15,043 Est. Cost $23.15 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.0%
Value $347K Shares 1,853 Est. Cost $156.99 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $347K Shares 2,196 Est. Cost $157.80 Unrealized
SJM SMUCKER J M COMPANY COM NEW 0.0%
Value $346K Shares 2,740 Est. Cost $129.82 Unrealized -17.7%
HST HOST HOTELS & RESORTS INCORPORATED REIT 0.0%
Value $345K Shares 17,702 Est. Cost $15.08 Unrealized 0.0%
RSG REPUBLIC SVCS INCORPORATED 0.0%
Value $344K Shares 2,084 Est. Cost $144.29 Unrealized +4.9%
AMCOR PLC ORD 0.0%
Value $343K Shares 35,630 Est. Cost $8.45 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value $341K Shares 2,655 Est. Cost $111.64 Unrealized 0.0%
GCOR GOLDMAN SACHS ACCESS US AGGREGATE BOND ETF 0.0%
Value $341K Shares 8,137 Est. Cost $41.87 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $341K Shares 5,877 Est. Cost $54.88 Unrealized
MBB ISHARES MBS ETF 0.0%
Value $340K Shares 3,618 Est. Cost $89.64 Unrealized
ABNB AIRBNB INCORPORATED COM CLASS A 0.0%
Value $339K Shares 2,489 Est. Cost $118.55 Unrealized +8.8%
USB US BANCORP DEL COM NEW 0.0%
Value $338K Shares 7,808 Est. Cost $33.10 Unrealized 0.0%
ECL ECOLAB INCORPORATED 0.0%
Value $338K Shares 1,703 Est. Cost $177.27 Unrealized -0.8%
ITOT ISHARES TRUST S & P 1500 0.0%
Value $337K Shares 3,207 Est. Cost $105.23 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value $332K Shares 4,293 Est. Cost $69.79 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $330K Shares 7,085 Est. Cost $46.63 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A 0.0%
Value $330K Shares 4,232 Est. Cost $63.86 Unrealized 0.0%
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value $328K Shares 1,387 Est. Cost $204.13 Unrealized -2.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value $327K Shares 1,501 Est. Cost $200.99 Unrealized
HEI/A HEICO CORPORATION NEW CLASS A 0.0%
Value $327K Shares 2,298 Est. Cost $135.19 Unrealized -0.1%
UWM PROSHARES ULTRA RUSSELL2000 0.0%
Value $327K Shares 8,592 Est. Cost $38.05 Unrealized
D DOMINION ENERGY INCORPORATED 0.0%
Value $327K Shares 6,955 Est. Cost $44.04 Unrealized -8.8%
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.0%
Value $326K Shares 2,470 Est. Cost $120.02 Unrealized 0.0%
PPL PPL CORPORATION 0.0%
Value $324K Shares 11,940 Est. Cost $23.80 Unrealized -1.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value $322K Shares 4,953 Est. Cost $61.26 Unrealized
VTRS VIATRIS INCORPORATED 0.0%
Value $322K Shares 29,696 Est. Cost $8.93 Unrealized -2.7%
IFRA ISHARES US INFRASTRUCTURE ETF 0.0%
Value $319K Shares 7,912 Est. Cost $40.27 Unrealized
PAYX PAYCHEX INCORPORATED 0.0%
Value $318K Shares 2,668 Est. Cost $111.08 Unrealized 0.0%
IHI ISHARES DOW JONES US MEDICAL DEV 0.0%
Value $318K Shares 5,883 Est. Cost $54.29 Unrealized
BBY BEST BUY INCORPORATED 0.0%
Value $317K Shares 4,046 Est. Cost $63.45 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value $316K Shares 4,054 Est. Cost $78.02 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value $316K Shares 8,180 Est. Cost $33.60 Unrealized 0.0%
AMERICAN HEALTHCARE REIT INC 0.0%
Value $315K Shares 10,017 Est. Cost $31.40 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $314K Shares 4,666 Est. Cost $67.38 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value $314K Shares 7,390 Est. Cost $42.52 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFRRD SEC AND INC ETF 0.0%
Value $314K Shares 17,600 Est. Cost $17.83 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value $314K Shares 8,578 Est. Cost $36.55 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value $313K Shares 3,851 Est. Cost $74.37 Unrealized -3.6%
BKNG BOOKING HOLDINGS INCORPORATED 0.0%
Value $312K Shares 88 Est. Cost $3067.93 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value $311K Shares 4,426 Est. Cost $70.36 Unrealized
BUFR FIRST TRUST ETF VIII FT CBOE VEST BUFFER 0.0%
Value $310K Shares 11,664 Est. Cost $26.57 Unrealized
DOV DOVER CORPORATION 0.0%
Value $309K Shares 2,011 Est. Cost $136.69 Unrealized 0.0%
AME AMETEK INCORPORATED 0.0%
Value $309K Shares 1,874 Est. Cost $150.30 Unrealized 0.0%
SILA REALTY TRUST INC 0.0%
Value $308K Shares 41,216 Est. Cost $7.48 Unrealized
CZR CAESARS ENTERTAINMENT INCORPORATED NEW 0.0%
Value $307K Shares 6,541 Est. Cost $53.13 Unrealized -16.4%
DGX QUEST DIAGNOSTICS INCORPORATED 0.0%
Value $304K Shares 2,207 Est. Cost $128.73 Unrealized -1.9%
FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK 0.0%
Value $303K Shares 53,391 Est. Cost $5.67 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value $303K Shares 8,402 Est. Cost $29.41 Unrealized 0.0%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHVRS ETF 0.0%
Value $302K Shares 14,286 Est. Cost $19.21 Unrealized
MARATHON OIL CORPORATION 0.0%
Value $302K Shares 12,494 Est. Cost $24.16 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value $299K Shares 23,491 Est. Cost $9.98 Unrealized 0.0%
M D C HLDGS INCORPORATED 0.0%
Value $298K Shares 730 Est. Cost $408.85 Unrealized
KR KROGER COMPANY 0.0%
Value $297K Shares 6,487 Est. Cost $44.64 Unrealized -5.0%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value $295K Shares 3,289 Est. Cost $73.14 Unrealized 0.0%
BLACKROCK HEALTH SCIENCES TERM TRUST 0.0%
Value $295K Shares 20,143 Est. Cost $14.65 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value $294K Shares 7,200 Est. Cost $30.45 Unrealized 0.0%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.0%
Value $291K Shares 7,223 Est. Cost $35.44 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value $290K Shares 8,187 Est. Cost $35.40 Unrealized
OKTA OKTA INCORPORATED CLASS A 0.0%
Value $289K Shares 3,193 Est. Cost $75.89 Unrealized +0.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $289K Shares 5,848 Est. Cost $49.36 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $288K Shares 3,808 Est. Cost $69.13 Unrealized
DHI D R HORTON INCORPORATED 0.0%
Value $287K Shares 1,891 Est. Cost $120.55 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.0%
Value $287K Shares 1,804 Est. Cost $135.82 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $287K Shares 3,361 Est. Cost $70.61 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $284K Shares 1,930 Est. Cost $147.17 Unrealized
DOCU DOCUSIGN INCORPORATED 0.0%
Value $284K Shares 4,770 Est. Cost $52.83 Unrealized -13.2%
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value $283K Shares 1,626 Est. Cost $109.20 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value $283K Shares 3,058 Est. Cost $92.45 Unrealized
DOG PROSHARES SHORT DOW30 0.0%
Value $283K Shares 9,515 Est. Cost $29.70 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value $282K Shares 5,796 Est. Cost $44.11 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $281K Shares 8,207 Est. Cost $34.27 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $281K Shares 4,130 Est. Cost $67.99 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $281K Shares 4,484 Est. Cost $55.02 Unrealized 0.0%
XPMAX PIONEER MUNICIPAL HIGH INCOME 0.0%
Value $280K Shares 34,915 Est. Cost $8.02 Unrealized
ULTA ULTA BEAUTY INCORPORATED 0.0%
Value $280K Shares 571 Est. Cost $421.81 Unrealized 0.0%
ADSK AUTODESK INCORPORATED 0.0%
Value $278K Shares 1,143 Est. Cost $200.96 Unrealized +7.5%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.0%
Value $278K Shares 5,381 Est. Cost $46.67 Unrealized
NUVEEN AMT FREE MUN CR INCORPORATED FD 0.0%
Value $276K Shares 23,355 Est. Cost $11.82 Unrealized
LEN LENNAR CORPORATION CLASS A 0.0%
Value $276K Shares 1,849 Est. Cost $116.88 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $275K Shares 4,788 Est. Cost $51.55 Unrealized 0.0%
YUM YUM BRANDS INCORPORATED 0.0%
Value $274K Shares 2,097 Est. Cost $119.71 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INCORPORATED 0.0%
Value $274K Shares 2,937 Est. Cost $85.57 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value $273K Shares 1,148 Est. Cost $189.84 Unrealized +3.4%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $268K Shares 2,569 Est. Cost $104.46 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.0%
Value $267K Shares 2,424 Est. Cost $110.14 Unrealized
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.0%
Value $264K Shares 3,013 Est. Cost $87.68 Unrealized
IRT INDEPENDENCE RLTY TR INCORPORATED REIT 0.0%
Value $263K Shares 17,196 Est. Cost $15.30 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value $258K Shares 15,330 Est. Cost $16.86 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP 0.0%
Value $258K Shares 7,400 Est. Cost $29.86 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR 0.0%
Value $257K Shares 7,100 Est. Cost $36.23 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $256K Shares 4,586 Est. Cost $55.90 Unrealized
EWA ISHARES INCORPORATED MSCI AUST ETF 0.0%
Value $256K Shares 10,500 Est. Cost $24.34 Unrealized
CSX CSX CORPORATION 0.0%
Value $255K Shares 7,353 Est. Cost $30.86 Unrealized 0.0%
PGX NVESCO PREFERRED ETF 0.0%
Value $255K Shares 22,204 Est. Cost $11.42 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value $254K Shares 20,787 Est. Cost $12.24 Unrealized
IEX IDEX CORPORATION 0.0%
Value $251K Shares 1,158 Est. Cost $196.08 Unrealized 0.0%
KFRC KFORCE INCORPORATED 0.0%
Value $251K Shares 3,716 Est. Cost $63.78 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS AND ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $249K Shares 8,725 Est. Cost $28.50 Unrealized
GLNG GOLAR LNG LIMITED SHS 0.0%
Value $248K Shares 10,800 Est. Cost $21.26 Unrealized -1.6%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value $247K Shares 5,850 Est. Cost $42.28 Unrealized
UAL UNITED AIRLS HLDGS INCORPORATED 0.0%
Value $247K Shares 5,988 Est. Cost $39.32 Unrealized 0.0%
CAPE DOUBLELINE SHILLER CAPE US EQUITIES ETF 0.0%
Value $247K Shares 9,300 Est. Cost $26.53 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $246K Shares 4,421 Est. Cost $55.59 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value $245K Shares 3,158 Est. Cost $69.25 Unrealized
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value $244K Shares 7,013 Est. Cost $29.13 Unrealized 0.0%
ITA ISHARES DOW JONES US AEROSPACE AND DEFENSE INDEX FUND 0.0%
Value $241K Shares 1,905 Est. Cost $105.97 Unrealized
C3IS INCORPORATED COMMON STOCK 0.0%
Value $239K Shares 21,173 Est. Cost $11.31 Unrealized
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT 0.0%
Value $239K Shares 1,679 Est. Cost $108.32 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY- IN UNIT BEN INT 0.0%
Value $239K Shares 11,900 Est. Cost $19.49 Unrealized
BXSL BLACKSTONE SECURED LENDING FUND 0.0%
Value $237K Shares 8,565 Est. Cost $21.91 Unrealized 0.0%
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORP BD ETF 0.0%
Value $237K Shares 5,107 Est. Cost $43.21 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value $235K Shares 1,682 Est. Cost $106.22 Unrealized +17.4%
SNX TD SYNNEX CORPORATION 0.0%
Value $233K Shares 2,167 Est. Cost $95.14 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $233K Shares 5,667 Est. Cost $41.10 Unrealized
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value $232K Shares 670 Est. Cost $285.01 Unrealized 0.0%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $232K Shares 1,711 Est. Cost $135.44 Unrealized
WDC WESTERN DIGITAL CORPORATION. 0.0%
Value $232K Shares 4,422 Est. Cost $34.87 Unrealized 0.0%
TRP TC ENERGY CORPORATION 0.0%
Value $231K Shares 5,906 Est. Cost $33.00 Unrealized 0.0%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value $230K Shares 5,488 Est. Cost $41.93 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.0%
Value $229K Shares 1,480 Est. Cost $144.29 Unrealized 0.0%
CMS CMS ENERGY CORPORATION 0.0%
Value $229K Shares 3,936 Est. Cost $52.28 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TORO 0.0%
Value $227K Shares 4,715 Est. Cost $36.78 Unrealized 0.0%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value $226K Shares 2,743 Est. Cost $73.75 Unrealized 0.0%
EVRG EVERGY INCORPORATED 0.0%
Value $223K Shares 4,273 Est. Cost $45.92 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $223K Shares 882 Est. Cost $242.66 Unrealized
FOCT FT VEST US EQUITY BUFFER ETF - OCTOBER 0.0%
Value $221K Shares 5,693 Est. Cost $38.89 Unrealized
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC 0.0%
Value $221K Shares 18,813 Est. Cost $11.74 Unrealized
JULW ALLIANZIM US LARGE CAP BUFFER20 JUL ETF 0.0%
Value $221K Shares 7,075 Est. Cost $31.20 Unrealized
AOS SMITH A O CORPORATION 0.0%
Value $220K Shares 2,666 Est. Cost $71.01 Unrealized 0.0%
HEALTHCARE TRUST INCORPORATED REIT 0.0%
Value $220K Shares 15,686 Est. Cost $14.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.0%
Value $219K Shares 2,432 Est. Cost $78.72 Unrealized -2.2%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value $219K Shares 8,580 Est. Cost $24.95 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INCORPORATED REIT 0.0%
Value $219K Shares 4,429 Est. Cost $49.35 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH INDEX FUND 0.0%
Value $218K Shares 1,246 Est. Cost $175.25 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value $218K Shares 6,682 Est. Cost $32.66 Unrealized
FIRST TR SR FLTG RATE INCOME F 0.0%
Value $218K Shares 21,591 Est. Cost $10.09 Unrealized
HUBB HUBBELL INCORPORATED 0.0%
Value $216K Shares 656 Est. Cost $292.38 Unrealized 0.0%
PCG PG&E CORPORATION 0.0%
Value $215K Shares 11,937 Est. Cost $16.69 Unrealized 0.0%
TTD THE TRADE DESK INCORPORATED COM CLASS A 0.0%
Value $215K Shares 2,989 Est. Cost $73.47 Unrealized 0.0%
AFL AFLAC INCORPORATED 0.0%
Value $215K Shares 2,601 Est. Cost $76.99 Unrealized 0.0%
NTR NUTRIEN LIMITED 0.0%
Value $213K Shares 3,787 Est. Cost $52.51 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value $211K Shares 4,377 Est. Cost $48.27 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $211K Shares 2,599 Est. Cost $81.11 Unrealized
PPG PPG INDUSTRIES INCORPORATED 0.0%
Value $210K Shares 1,402 Est. Cost $128.87 Unrealized 0.0%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value $209K Shares 7,481 Est. Cost $25.40 Unrealized
INVESCO MUN OPPORTUNITY TR 0.0%
Value $207K Shares 21,555 Est. Cost $9.61 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $207K Shares 1,148 Est. Cost $180.00 Unrealized
RMD RESMED INCORPORATED 0.0%
Value $206K Shares 1,199 Est. Cost $150.68 Unrealized 0.0%
STAG STAG INDUSTRIAL INC 0.0%
Value $206K Shares 5,252 Est. Cost $39.26 Unrealized
MANU MANCHESTER UNITED PLC 0.0%
Value $205K Shares 10,050 Est. Cost $20.70 Unrealized -8.4%
BCSF BAIN CAPITAL SPECIALTY FINANCE INC 0.0%
Value $203K Shares 13,493 Est. Cost $11.57 Unrealized 0.0%
OLN OLIN CORP 0.0%
Value $203K Shares 3,763 Est. Cost $45.36 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.0%
Value $203K Shares 3,311 Est. Cost $56.10 Unrealized -0.1%
DEFIANCE NASDAQ 100 ENHANCED OPTIONS INCOME ETF 0.0%
Value $202K Shares 11,400 Est. Cost $17.68 Unrealized
SYY SYSCO CORP 0.0%
Value $202K Shares 2,756 Est. Cost $64.89 Unrealized 0.0%
HESS CORPORATION 0.0%
Value $201K Shares 1,397 Est. Cost $144.16 Unrealized
RWT REDWOOD TRUST INCORPORATED REIT 0.0%
Value $197K Shares 26,561 Est. Cost $7.41 Unrealized
HANCOCK JOHN PREFERRED INCOME FD II 0.0%
Value $187K Shares 11,859 Est. Cost $15.78 Unrealized
GNRC GENERAC HLDGS INCORPORATED 0.0%
Value $186K Shares 18,686 Est. Cost $109.71 Unrealized 0.0%
ABRDN NATL MUN INCOME FD SH BEN INT 0.0%
Value $186K Shares 18,200 Est. Cost $10.21 Unrealized
FS SPECIALTY LENDING FUND 0.0%
Value $182K Shares 49,297 Est. Cost $3.73 Unrealized
XMIOX PIONEER MUN HIGH INCOME OPPORT COMMON STOCK 0.0%
Value $182K Shares 17,185 Est. Cost $10.57 Unrealized
BLACKROCK MUNIASSETS FD INCORPORATED 0.0%
Value $182K Shares 17,145 Est. Cost $10.59 Unrealized
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value $180K Shares 21,280 Est. Cost $8.45 Unrealized
CDE COEUR MINING INCORPORATED COM NEW 0.0%
Value $176K Shares 54,000 Est. Cost $2.73 Unrealized 0.0%
GAMCO NAT RES GOLD & INCOME TR SH BEN INT 0.0%
Value $175K Shares 34,000 Est. Cost $4.94 Unrealized
XBNYX BLACKROCK NEW YORK MUNICIPAL INCOME TRUST 0.0%
Value $172K Shares 16,339 Est. Cost $10.53 Unrealized
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND 0.0%
Value $170K Shares 13,983 Est. Cost $12.35 Unrealized
XMFVX MFS SPL VALUE TR SH BEN INT 0.0%
Value $169K Shares 15,000 Est. Cost $11.27 Unrealized
BCHG GRAYSCALE BITCOIN CASH TRUST 0.0%
Value $166K Shares 39,309 Est. Cost $4.22 Unrealized
BBDC BARINGS BDC INCORPORATED 0.0%
Value $161K Shares 18,720 Est. Cost $6.92 Unrealized 0.0%
SCIENCE 37 HOLDINGS INC 0.0%
Value $159K Shares 29,725 Est. Cost $5.34 Unrealized
BNY MELLON STRATEGIC MUNS INCORPORATED 0.0%
Value $150K Shares 25,530 Est. Cost $6.03 Unrealized
NEUBERGER BERMAN MUN FD INCORPORATED 0.0%
Value $140K Shares 13,481 Est. Cost $10.35 Unrealized
PURPLE BIOTECH LTD 0.0%
Value $137K Shares 175,100 Est. Cost $1.23 Unrealized
GASS STEALTHGAS INCORPORATED SHS 0.0%
Value $136K Shares 21,000 Est. Cost $4.91 Unrealized +19.4%
NUVEEN CA QUALTY MUN INCOME FD 0.0%
Value $134K Shares 12,118 Est. Cost $11.09 Unrealized
STRATS TRUST US CELLULAR 0.0%
Value $134K Shares 15,804 Est. Cost $8.50 Unrealized
COMSTOCK INCORPORATED COM NEW 0.0%
Value $128K Shares 233,000 Est. Cost $0.55 Unrealized
NWL NEWELL BRANDS INCORPORATED 0.0%
Value $125K Shares 14,425 Est. Cost $6.92 Unrealized 0.0%
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND 0.0%
Value $121K Shares 11,000 Est. Cost $11.04 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value $121K Shares 32,100 Est. Cost $3.66 Unrealized
AQN ALGONQUIN PWR UTILS CORPORATION 0.0%
Value $119K Shares 18,824 Est. Cost $6.16 Unrealized -14.5%
CMRF CIM REAL ESTATE FINANCE TRUST INC 0.0%
Value $111K Shares 17,656 Est. Cost $6.46 Unrealized
INVESCO CALIF VALUE MUN INCOME 0.0%
Value $111K Shares 11,297 Est. Cost $8.43 Unrealized
MPT MEDICAL PPTYS TRUST INCORPORATED REIT 0.0%
Value $109K Shares 22,199 Est. Cost $4.91 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value $103K Shares 10,432 Est. Cost $9.89 Unrealized
FFMGF FIRST MINING GOLD CORPORATION 0.0%
Value $103K Shares 1,010,000 Est. Cost $0.11 Unrealized -8.1%
AG FIRST MAJESTIC SILVER CORPORATION 0.0%
Value $102K Shares 16,532 Est. Cost $5.86 Unrealized -6.6%
FORTUNA SILVER MINES INCORPORATED 0.0%
Value $99,522 Shares 25,783 Est. Cost $3.86 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU 0.0%
Value $99,294 Shares 10,050 Est. Cost $9.88 Unrealized
UNITI GROUP INCORPORATED REIT 0.0%
Value $84,651 Shares 14,646 Est. Cost $5.78 Unrealized
BNY MELLON STRATEGIC MUN BD FD 0.0%
Value $81,082 Shares 14,200 Est. Cost $5.71 Unrealized
SLVRF SILVER ONE RES INCORPORATED 0.0%
Value $65,938 Shares 482,000 Est. Cost $0.20 Unrealized -22.9%
SIRIUS XM HOLDINGS INC 0.0%
Value $61,264 Shares 11,200 Est. Cost $5.47 Unrealized
CONSOLIDATED COMM HLDGS INCORPORATED 0.0%
Value $47,315 Shares 10,877 Est. Cost $4.35 Unrealized
NOK NOKIA CORPORATION SPONSORED ADR 0.0%
Value $45,611 Shares 13,336 Est. Cost $3.42 Unrealized
NAT NORDIC AMERICAN TANKERS LTD 0.0%
Value $43,470 Shares 10,350 Est. Cost $4.25 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value $24,195 Shares 13,221 Est. Cost $1.42 Unrealized 0.0%
SND SMART SAND INCORPORATED 0.0%
Value $21,230 Shares 11,000 Est. Cost $2.03 Unrealized 0.0%
VERU INC 0.0%
Value $17,280 Shares 24,000 Est. Cost $0.72 Unrealized
BUZZFEED INC 0.0%
Value $12,500 Shares 50,000 Est. Cost $0.25 Unrealized
TELLURIAN INC 0.0%
Value $8,398 Shares 11,115 Est. Cost $0.76 Unrealized
MLYCF MULTI METAL DEVELOPMENT LIMITED 0.0%
Value $7,800 Shares 200,000 Est. Cost $0.04 Unrealized 0.0%
SVBL SILVER BULL RES INCORPORATED COM NEW 0.0%
Value $7,613 Shares 75,000 Est. Cost $0.09 Unrealized -2.0%
ABCP AMBASE CORPORATION 0.0%
Value $3,900 Shares 26,000 Est. Cost $0.15 Unrealized 0.0%
SVB FINANCIAL GROUP 0.0%
Value $2,317 Shares 70,006 Est. Cost $0.07 Unrealized
TREASURY METALS INCORPORATED COM NEW 0.0%
Value $1,807 Shares 13,676 Est. Cost $0.13 Unrealized
GRCAF GOLD SPRINGS RESOURCE CORPORATION 0.0%
Value $1,268 Shares 20,000 Est. Cost $0.07 Unrealized -0.7%
ORGNW ORIGIN MATERIALS INCORPORATED WARRANT EXP 062526 0.0%
Value $1,013 Shares 26,800 Est. Cost $0.04 Unrealized
SVROF SILVER PREDATOR CORPORATION COM NEW 0.0%
Value $997 Shares 22,000 Est. Cost $0.05 Unrealized -6.9%
STNRF STINGER RESOURCES INCORPORATED 0.0%
Value $905 Shares 22,648 Est. Cost $0.04 Unrealized 0.0%
DVA DAVITA INCORPORATED 0.0%
Value $200 Shares 27,027 Est. Cost $92.39 Unrealized 0.0%
RGUS REGI U S INCORPORATED 0.0%
Value $110 Shares 11,000 Est. Cost $0.01 Unrealized -18.2%