KINGSWOOD WEALTH ADVISORS, LLC Diversified Active

Location: San Diego, CA

CIK: 0001987855 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 27, 2026

Total Value: $2.48B (100.0% shares, 0.0% debt)

Holdings (995)

New Positions (135)

DRAM ROUNDHILL MEMORY ETF 0.4%
Value $8.732M Shares 118,240 Est. Cost $73.85 Unrealized
FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 0.2%
Value $4.183M Shares 120,628 Est. Cost $34.68 Unrealized
SPCX SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 0.1%
Value $3.593M Shares 21,029 Est. Cost $170.86 Unrealized
RNST RENASANT CORPORATION 0.1%
Value $3.034M Shares 71,322 Est. Cost $42.54 Unrealized
VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF 0.1%
Value $1.938M Shares 19,268 Est. Cost $100.60 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value $1.78M Shares 7,952 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INCORPORATED 0.1%
Value $1.757M Shares 7,948 Est. Cost $221.08 Unrealized
OSCR OSCAR HEALTH INCORPORATED CLASS A 0.1%
Value $1.534M Shares 53,783 Est. Cost $28.52 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $1.237M Shares 35,110 Est. Cost $35.22 Unrealized
ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF 0.0%
Value $1.223M Shares 58,821 Est. Cost $20.79 Unrealized
FCEL FUELCELL ENERGY INC COMMON STOCK 0.0%
Value $1.222M Shares 33,932 Est. Cost $36.01 Unrealized
GEO GEO GROUP INCORPORATED NEW 0.0%
Value $946K Shares 32,026 Est. Cost $29.55 Unrealized
MXL MAXLINEAR INC 0.0%
Value $808K Shares 6,313 Est. Cost $128.03 Unrealized
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value $768K Shares 10,115 Est. Cost $75.96 Unrealized
GH GUARDANT HEALTH INC COMMON STOCK 0.0%
Value $757K Shares 5,045 Est. Cost $150.03 Unrealized
EWZ ISHARES INCORPORATED MSCI BRAZIL ETF 0.0%
Value $698K Shares 20,233 Est. Cost $34.50 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value $674K Shares 1,902 Est. Cost $354.57 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value $634K Shares 3,377 Est. Cost $187.84 Unrealized
IRDM IRIDIUM COMMUNICATIONS INCORPORATED 0.0%
Value $626K Shares 11,416 Est. Cost $54.85 Unrealized
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 0.0%
Value $622K Shares 8,223 Est. Cost $75.68 Unrealized
PTF INVESCO DWA TECHNOLOGY MOMENTUM ETF 0.0%
Value $610K Shares 4,475 Est. Cost $136.31 Unrealized
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value $586K Shares 6,197 Est. Cost $94.54 Unrealized
FLRN SPDR BLOOMBERG INT GRD FLT RT ETF 0.0%
Value $584K Shares 18,927 Est. Cost $30.85 Unrealized
CTAS CINTAS CORPORATION 0.0%
Value $528K Shares 3,102 Est. Cost $170.10 Unrealized
PSEC PROSPECT CAP CORPORATION 0.0%
Value $527K Shares 228,091 Est. Cost $2.31 Unrealized
SGVT SCHWAB GOVT MONEY MKT ETF 0.0%
Value $499K Shares 4,957 Est. Cost $100.73 Unrealized
CLOI VANECK CLO ETF 0.0%
Value $441K Shares 8,325 Est. Cost $52.95 Unrealized
BTDR BITDEER TECHNOLOGIES GROUP CLASS A ORDINARY SHARES 0.0%
Value $440K Shares 27,737 Est. Cost $15.87 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value $431K Shares 16,699 Est. Cost $25.82 Unrealized
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.0%
Value $430K Shares 8,514 Est. Cost $50.53 Unrealized
AMBQ AMBIQ MICRO INCORPORATED COMMON STOCK 0.0%
Value $428K Shares 4,850 Est. Cost $88.30 Unrealized
POWR ISHARES INC ISHARES U S POWER INFRASTRUCTURE ETF 0.0%
Value $408K Shares 14,600 Est. Cost $27.96 Unrealized
GLXY GALAXY DIGITAL INC CLASS A COMMON STOCK 0.0%
Value $394K Shares 14,422 Est. Cost $27.34 Unrealized
FTPA FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF 0.0%
Value $393K Shares 44,842 Est. Cost $8.76 Unrealized
INFQ INFLEQTION INCORPORATED COM SHS 0.0%
Value $388K Shares 29,110 Est. Cost $13.32 Unrealized
FLNC FLUENCE ENERGY INCORPORATED COM CLASS A 0.0%
Value $378K Shares 19,032 Est. Cost $19.88 Unrealized
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.0%
Value $361K Shares 14,746 Est. Cost $24.51 Unrealized
NUAI NEW ERA EN & DIG 0.0%
Value $357K Shares 55,936 Est. Cost $6.38 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $351K Shares 1,289 Est. Cost $271.95 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value $341K Shares 3,770 Est. Cost $90.46 Unrealized
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value $336K Shares 2,162 Est. Cost $155.20 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value $334K Shares 4,345 Est. Cost $76.97 Unrealized
XEL XCEL ENERGY INCORPORATED 0.0%
Value $333K Shares 4,143 Est. Cost $80.30 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $332K Shares 5,703 Est. Cost $58.20 Unrealized
IBOT VANECK ROBOTICS ETF 0.0%
Value $328K Shares 4,770 Est. Cost $68.77 Unrealized
JOYY JOYY INC AMERICAN DEPOSITARY SHARES 0.0%
Value $328K Shares 4,963 Est. Cost $65.99 Unrealized
BR BROADRIDGE FINL SOLUTIONS INCORPORATED 0.0%
Value $323K Shares 2,355 Est. Cost $136.94 Unrealized
GSLC GOLDMAN SACHS ACTVBETA US LRG ETF 0.0%
Value $318K Shares 2,244 Est. Cost $141.91 Unrealized
ROKT STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF 0.0%
Value $312K Shares 2,611 Est. Cost $119.46 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value $306K Shares 2,979 Est. Cost $102.84 Unrealized
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value $305K Shares 5,000 Est. Cost $60.95 Unrealized
NTRA NATERA INCORPORATED 0.0%
Value $303K Shares 1,115 Est. Cost $271.45 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value $301K Shares 12,449 Est. Cost $24.14 Unrealized
GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF 0.0%
Value $298K Shares 6,531 Est. Cost $45.70 Unrealized
TXT TEXTRON INCORPORATED 0.0%
Value $298K Shares 3,247 Est. Cost $91.73 Unrealized
BALT Innovator Defined Wealth Shld ETF 0.0%
Value $297K Shares 8,676 Est. Cost $34.27 Unrealized
ACMR ACM RESH INC CLASS CLASS A 0.0%
Value $296K Shares 2,331 Est. Cost $126.89 Unrealized
XTL SPDR SERIES TRUST S&P TELECOM 0.0%
Value $295K Shares 1,297 Est. Cost $227.45 Unrealized
RDDT REDDIT INCORPORATED CLASS A 0.0%
Value $290K Shares 1,671 Est. Cost $173.58 Unrealized
BLDR BUILDERS FIRSTSOURCE INCORPORATED 0.0%
Value $285K Shares 3,187 Est. Cost $89.48 Unrealized
WAT WATERS CORPORATION 0.0%
Value $284K Shares 758 Est. Cost $375.04 Unrealized
TIGO MILLICOM INTERNATIONAL CELLULAR S A COM STK 0.0%
Value $283K Shares 3,117 Est. Cost $90.76 Unrealized
CCL CARNIVAL CORPORATION LIMITED COMMON SHARES 0.0%
Value $283K Shares 9,899 Est. Cost $28.57 Unrealized
DAVE DAVE INC CLASS A 0.0%
Value $279K Shares 750 Est. Cost $372.59 Unrealized
ITRN ITURAN LOCATION AND CONTROL SHS 0.0%
Value $278K Shares 4,549 Est. Cost $61.01 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value $278K Shares 5,812 Est. Cost $47.75 Unrealized
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.0%
Value $277K Shares 2,106 Est. Cost $131.58 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF 0.0%
Value $275K Shares 10,980 Est. Cost $25.07 Unrealized
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP 0.0%
Value $274K Shares 3,913 Est. Cost $70.12 Unrealized
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value $273K Shares 2,459 Est. Cost $111.15 Unrealized
CRS CARPENTER TECHNOLOGY CORPORATION 0.0%
Value $271K Shares 440 Est. Cost $616.84 Unrealized
DHI D R HORTON INCORPORATED 0.0%
Value $270K Shares 1,655 Est. Cost $162.87 Unrealized
KAYNE ANDERSON ENERGY INFRSTR 0.0%
Value $266K Shares 19,209 Est. Cost $13.83 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value $261K Shares 3,521 Est. Cost $74.04 Unrealized
FDXF FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK 0.0%
Value $260K Shares 1,724 Est. Cost $150.96 Unrealized
TRFK PACER DATA AND DIGITAL RVLTN ETF 0.0%
Value $258K Shares 2,421 Est. Cost $106.70 Unrealized
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 0.0%
Value $258K Shares 7,042 Est. Cost $36.60 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.0%
Value $257K Shares 733 Est. Cost $350.07 Unrealized
GL GLOBE LIFE INCORPORATED 0.0%
Value $256K Shares 1,433 Est. Cost $178.68 Unrealized
CL COLGATE PALMOLIVE COMPANY 0.0%
Value $249K Shares 2,714 Est. Cost $91.71 Unrealized
ENVA ENOVA INTERNATIONAL INCORPORATED 0.0%
Value $243K Shares 1,010 Est. Cost $240.73 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value $241K Shares 5,699 Est. Cost $42.21 Unrealized
AMPL AMPLITUDE INC CLASS A COMMON STOCK 0.0%
Value $240K Shares 31,378 Est. Cost $7.65 Unrealized
KGS KODIAK GAS SVCS INCORPORATED 0.0%
Value $238K Shares 3,173 Est. Cost $75.13 Unrealized
SITM SITIME CORP 0.0%
Value $237K Shares 318 Est. Cost $745.56 Unrealized
VSH VISHAY INTERTECHNOLOGY I 0.0%
Value $237K Shares 4,406 Est. Cost $53.78 Unrealized
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value $237K Shares 909 Est. Cost $260.36 Unrealized
QLD PROSHARES ULTRA QQQ ETF 0.0%
Value $235K Shares 2,424 Est. Cost $96.75 Unrealized
TER TERADYNE INCORPORATED 0.0%
Value $229K Shares 473 Est. Cost $483.84 Unrealized
ARTY ISHARES TR FUTURE AI & TECH 0.0%
Value $229K Shares 3,003 Est. Cost $76.16 Unrealized
DPZ DOMINOS PIZZA INCORPORATED 0.0%
Value $228K Shares 770 Est. Cost $296.16 Unrealized
GGLL DIREXION DAILY GOOGL BULL 2X ETF 0.0%
Value $227K Shares 2,000 Est. Cost $113.70 Unrealized
TTMI TTM TECHNOLOGIES INC 0.0%
Value $225K Shares 1,205 Est. Cost $187.02 Unrealized
LUV SOUTHWEST AIRLS COMPANY 0.0%
Value $224K Shares 4,352 Est. Cost $51.42 Unrealized
NMAY INNOVATOR ETFS TRUST GROWTH 100 POWER 0.0%
Value $214K Shares 7,236 Est. Cost $29.55 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value $213K Shares 1,206 Est. Cost $176.70 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $213K Shares 6,308 Est. Cost $33.76 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value $212K Shares 1,280 Est. Cost $165.95 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $212K Shares 3,926 Est. Cost $54.03 Unrealized
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value $212K Shares 5,554 Est. Cost $38.10 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value $211K Shares 5,108 Est. Cost $41.30 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value $211K Shares 2,185 Est. Cost $96.49 Unrealized
OKTA OKTA INCORPORATED CLASS A 0.0%
Value $210K Shares 1,537 Est. Cost $136.45 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 0.0%
Value $209K Shares 2,604 Est. Cost $80.33 Unrealized
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS 0.0%
Value $208K Shares 2,343 Est. Cost $88.61 Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.0%
Value $208K Shares 4,308 Est. Cost $48.19 Unrealized
FLQM FRANKLIN US MD CP MULTIFCT INDEX ETF 0.0%
Value $207K Shares 3,579 Est. Cost $57.88 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value $207K Shares 3,307 Est. Cost $62.46 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value $206K Shares 5,692 Est. Cost $36.13 Unrealized
EZU ISHARES INCORPORATED MSCI EURZONE ETF 0.0%
Value $205K Shares 2,955 Est. Cost $69.50 Unrealized
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 0.0%
Value $205K Shares 7,311 Est. Cost $28.05 Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value $204K Shares 1,329 Est. Cost $153.34 Unrealized
UMAY INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY 0.0%
Value $204K Shares 5,355 Est. Cost $38.00 Unrealized
NTAP NETAPP INCORPORATED 0.0%
Value $203K Shares 1,312 Est. Cost $154.77 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LIMITED SHS NEW 0.0%
Value $203K Shares 3,405 Est. Cost $59.50 Unrealized
AGM FEDERAL AGRICULTURAL MORTGAGE CORP-CL C 0.0%
Value $202K Shares 1,015 Est. Cost $199.29 Unrealized
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY 0.0%
Value $202K Shares 4,289 Est. Cost $47.12 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value $202K Shares 2,556 Est. Cost $79.04 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value $201K Shares 4,988 Est. Cost $40.21 Unrealized
HYD VANECK HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value $201K Shares 3,894 Est. Cost $51.51 Unrealized
QXO QXO INCORPORATED COM NEW 0.0%
Value $199K Shares 11,505 Est. Cost $17.28 Unrealized
VSTS VESTIS CORP 0.0%
Value $190K Shares 13,078 Est. Cost $14.52 Unrealized
DKILY DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS 0.0%
Value $189K Shares 12,430 Est. Cost $15.19 Unrealized
AMPU DEFIANCE DAILY TARGET 2X LONG AMPX ETF 0.0%
Value $181K Shares 32,500 Est. Cost $5.58 Unrealized
NLST NETLIST INC COMMON STOCK 0.0%
Value $137K Shares 44,600 Est. Cost $3.08 Unrealized
JOBY JOBY AVIATION INCORPORATED COMMON STOCK 0.0%
Value $99,199 Shares 11,121 Est. Cost $8.92 Unrealized
CMRF CIM REAL ESTATE FIN TR INCORPORATED REIT 0.0%
Value $70,110 Shares 13,640 Est. Cost $5.14 Unrealized
RR RICHTECH ROBOTICS INC CLASS B COMMON STOCK 0.0%
Value $54,016 Shares 25,600 Est. Cost $2.11 Unrealized
RGTZ DFIANCE 2XSHRT RGTI 0.0%
Value $44,885 Shares 12,084 Est. Cost $3.71 Unrealized
XTRAF XTRACT ONE TECHNOLOGIES INCORPORATED 0.0%
Value $40,154 Shares 100,000 Est. Cost $0.40 Unrealized
KBSR KBS REAL ESTATE INVT TR III INC COMMON SHARES 0.0%
Value $38,076 Shares 14,102 Est. Cost $2.70 Unrealized
SIDU SIDUS SPACE INC CLASS A 0.0%
Value $35,125 Shares 12,500 Est. Cost $2.81 Unrealized
VXRT VAXART INCORPORATED COM NEW 0.0%
Value $6,053 Shares 10,005 Est. Cost $0.60 Unrealized
PCOK PACIFIC OAK STRATEGIC OPPORTUNITY REIT INC COMMON SHARES 0.0%
Value $69 Shares 11,358 Est. Cost $0.01 Unrealized
GBLX GB SCIENCES INC 0.0%
Value $60 Shares 200,000 Est. Cost $0.00 Unrealized

Increased Positions (393)

MU MICRON TECHNOLOGY INCORPORATED 1.1%
Value $27.73M (+251.0%) Shares 24,024 (+2.7%) Est. Cost $139.77 Unrealized
AAPL APPLE INCORPORATED 3.7%
Value $92.18M (+17.7%) Shares 318,568 (+3.3%) Est. Cost $207.82 Unrealized
SNDK SANDISK CORPORATION 0.6%
Value $15.53M (+371.5%) Shares 6,829 (+31.8%) Est. Cost $940.04 Unrealized
CAT CATERPILLAR INCORPORATED 1.1%
Value $27.27M (+80.3%) Shares 25,613 (+20.0%) Est. Cost $421.33 Unrealized
SSO PROSHARES ULTRA S&P500 0.7%
Value $18.29M (+156.4%) Shares 271,376 (+97.4%) Est. Cost $72.84 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value $62.59M (+19.8%) Shares 312,815 (+4.4%) Est. Cost $113.62 Unrealized
SPY SPDR S&P 500 ETF 2.6%
Value $63.38M (+17.5%) Shares 84,867 (+2.3%) Est. Cost $584.21 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 1.5%
Value $36.62M (+24.9%) Shares 53,321 (+8.6%) Est. Cost $553.48 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.0%
Value $24.68M (+39.9%) Shares 69,863 (+13.6%) Est. Cost $209.91 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.5%
Value $11.16M (+133.1%) Shares 17,018 (+36.2%) Est. Cost $334.29 Unrealized
INTC INTEL CORPORATION 0.3%
Value $8.388M (+286.9%) Shares 60,071 (+22.3%) Est. Cost $50.54 Unrealized
VTV VANGUARD VALUE ETF 1.7%
Value $41.88M (+13.5%) Shares 192,157 (+2.2%) Est. Cost $186.32 Unrealized
GLW CORNING INCORPORATED 0.2%
Value $5.39M (+266.1%) Shares 21,102 (+94.9%) Est. Cost $148.02 Unrealized
TBIL F/M US TREASURY 3 MONTH BILL FUND - ETF 0.2%
Value $5.272M (+273.5%) Shares 105,736 (+273.5%) Est. Cost $49.86 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.9%
Value $21.99M (+21.2%) Shares 29,366 (+5.7%) Est. Cost $550.88 Unrealized
CAIE CALAMOS ETF TR AUTOCALLABLE INC 0.2%
Value $4.076M (+723.2%) Shares 149,787 (+660.6%) Est. Cost $26.94 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1.1%
Value $27.14M (+14.8%) Shares 538,612 (+4.0%) Est. Cost $42.96 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.5%
Value $11.6M (+43.0%) Shares 45,985 (+2.9%) Est. Cost $172.39 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND 0.3%
Value $8.573M (+67.4%) Shares 44,708 (+42.8%) Est. Cost $164.14 Unrealized
VB VANGUARD SMALL-CAP ETF 0.6%
Value $14.84M (+29.3%) Shares 48,951 (+11.7%) Est. Cost $250.17 Unrealized
TSLA TESLA INCORPORATED 0.7%
Value $16.99M (+24.0%) Shares 40,401 (+9.6%) Est. Cost $281.94 Unrealized
MRVL MARVELL TECHNOLOGY INCORPORATED 0.2%
Value $4.46M (+261.9%) Shares 14,971 (+20.3%) Est. Cost $107.86 Unrealized
LLY ELI LILLY & COMPANY 0.4%
Value $10.87M (+40.5%) Shares 9,066 (+7.7%) Est. Cost $732.11 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.3%
Value $6.343M (+88.8%) Shares 54,085 (+75.5%) Est. Cost $148.78 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.6%
Value $14.89M (+21.5%) Shares 242,328 (+9.8%) Est. Cost $56.94 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value $23.03M (+12.2%) Shares 97,311 (+1.9%) Est. Cost $208.74 Unrealized
VAW VANGUARD MATERIALS ETF 0.3%
Value $6.337M (+64.9%) Shares 27,696 (+62.4%) Est. Cost $226.67 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value $7.801M (+46.1%) Shares 65,270 (+752.6%) Est. Cost $180.97 Unrealized
REMX VANECK RARE EARTH AND STRATEGIC METALS 0.5%
Value $11.25M (+27.5%) Shares 127,097 (+26.8%) Est. Cost $88.11 Unrealized
LEGR FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF 0.2%
Value $5.946M (+67.4%) Shares 92,542 (+50.5%) Est. Cost $58.97 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.2%
Value $4.21M (+114.4%) Shares 5,517 (+9.7%) Est. Cost $384.07 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value $8.619M (+32.1%) Shares 100,063 (+569.7%) Est. Cost $135.36 Unrealized
KLAC KLA CORPORATION COM NEW 0.1%
Value $2.704M (+251.8%) Shares 8,962 (+1616.9%) Est. Cost $344.11 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $9.362M (+24.3%) Shares 36,864 (+19.7%) Est. Cost $185.13 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value $2.431M (+288.5%) Shares 35,979 (+240.5%) Est. Cost $63.78 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.2%
Value $5.372M (+49.8%) Shares 45,091 (+21.5%) Est. Cost $95.72 Unrealized
PANW PALO ALTO NETWORKS INCORPORATED 0.1%
Value $3.146M (+130.0%) Shares 9,224 (+8.1%) Est. Cost $175.21 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.3%
Value $7.379M (+30.3%) Shares 91,029 (+9.7%) Est. Cost $63.18 Unrealized
LRCX LAM RESEARCH CORPORATION COM NEW 0.1%
Value $2.842M (+150.2%) Shares 6,558 (+23.4%) Est. Cost $155.65 Unrealized
GEV GE VERNOVA INCORPORATED 0.2%
Value $5.788M (+41.6%) Shares 4,926 (+5.2%) Est. Cost $376.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.5%
Value $11.27M (-12.5%) Shares 96,574 (+9.7%) Est. Cost $94.19 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.3%
Value $7.033M (+29.7%) Shares 60,639 (+49.0%) Est. Cost $117.64 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.3%
Value $6.434M (+30.9%) Shares 48,283 (+8.9%) Est. Cost $105.72 Unrealized
ABBV ABBVIE INCORPORATED 0.4%
Value $9.323M (+19.0%) Shares 37,047 (+2.9%) Est. Cost $197.95 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value $3.858M (+62.1%) Shares 9,283 (+5.6%) Est. Cost $449.89 Unrealized
MSTR MICROSTRATEGY INCORPORATED CLASS A NEW 0.1%
Value $3.642M (-28.8%) Shares 41,900 (+2.2%) Est. Cost $191.36 Unrealized
HUM HUMANA INCORPORATED 0.1%
Value $2.534M (+133.0%) Shares 6,380 (+1.7%) Est. Cost $396.56 Unrealized
QCOM QUALCOMM INCORPORATED 0.2%
Value $4.167M (+50.1%) Shares 22,549 (+4.6%) Est. Cost $139.87 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value $3.551M (+63.0%) Shares 1,785 (+8.2%) Est. Cost $987.54 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value $8.737M (+18.4%) Shares 16,726 (+5.0%) Est. Cost $426.73 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value $8.312M (+18.7%) Shares 116,665 (+6.8%) Est. Cost $53.67 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value $4.36M (+42.6%) Shares 62,747 (+39.8%) Est. Cost $69.55 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value $4.274M (+43.4%) Shares 14,108 (+12.5%) Est. Cost $220.65 Unrealized
VO VANGUARD MID-CAP ETF 0.4%
Value $8.693M (+17.2%) Shares 107,900 (+317.7%) Est. Cost $127.06 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.1%
Value $3.424M (+58.6%) Shares 41,327 (+33.6%) Est. Cost $64.24 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value $4.312M (+40.3%) Shares 11,539 (+6.5%) Est. Cost $175.43 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value $3.125M (+63.2%) Shares 17,691 (+53.1%) Est. Cost $156.27 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.1%
Value $1.949M (+160.6%) Shares 5,823 (+68.2%) Est. Cost $271.88 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value $6.148M (+23.9%) Shares 16,811 (+2.4%) Est. Cost $290.41 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value $2.887M (+63.0%) Shares 156,652 (+51.7%) Est. Cost $17.84 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 0.3%
Value $6.222M (+21.7%) Shares 126,267 (+5.1%) Est. Cost $43.55 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.3%
Value $7.855M (+15.7%) Shares 103,646 (+7.2%) Est. Cost $65.59 Unrealized
FEOE FIRST EAGLE OVERSEAS EQUITY ETF 0.1%
Value $2.646M (+64.7%) Shares 49,550 (+55.7%) Est. Cost $51.51 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value $3.111M (+50.1%) Shares 107,425 (+30.1%) Est. Cost $29.58 Unrealized
BAC BANK AMERICA CORPORATION 0.3%
Value $6.209M (+18.8%) Shares 108,963 (+1.7%) Est. Cost $37.08 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value $2.274M (+75.7%) Shares 14,370 (+41.8%) Est. Cost $122.91 Unrealized
DFTX DEFINIUM THERAPEUTICS INCORPORATED COM SHS 0.1%
Value $1.479M (+194.3%) Shares 31,444 (+18.3%) Est. Cost $21.04 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.3%
Value $6.219M (+17.9%) Shares 224,926 (+1.8%) Est. Cost $24.05 Unrealized
BITX 2X BITCOIN STRATEGY ETF 0.1%
Value $2.632M (-25.9%) Shares 255,040 (+5.8%) Est. Cost $42.18 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value $3.864M (+31.0%) Shares 67,061 (+9.4%) Est. Cost $45.78 Unrealized
CMI CUMMINS INCORPORATED 0.1%
Value $3.124M (+41.3%) Shares 4,380 (+6.6%) Est. Cost $397.90 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.3%
Value $6.572M (+16.1%) Shares 44,890 (+1.6%) Est. Cost $129.25 Unrealized
V VISA INCORPORATED COM CLASS A 0.3%
Value $6.285M (+16.0%) Shares 18,319 (+2.2%) Est. Cost $264.27 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.2%
Value $4.37M (+24.5%) Shares 38,983 (+6.6%) Est. Cost $87.94 Unrealized
IOO ISHARES TR GLOBAL 100 ETF 0.3%
Value $6.359M (+15.4%) Shares 46,549 (+2.2%) Est. Cost $92.94 Unrealized
WMT WALMART INCORPORATED 0.5%
Value $12.5M (-6.3%) Shares 110,373 (+2.8%) Est. Cost $85.11 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.2%
Value $4.979M (+19.7%) Shares 143,039 (+4.9%) Est. Cost $26.76 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value $3.643M (+28.6%) Shares 12,124 (+6.2%) Est. Cost $219.55 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ET 0.1%
Value $3.274M (+32.3%) Shares 30,368 (+12.3%) Est. Cost $86.14 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.4%
Value $10.32M (+8.3%) Shares 66,042 (+4.9%) Est. Cost $131.73 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.2%
Value $5.003M (+18.6%) Shares 64,877 (+3.9%) Est. Cost $67.06 Unrealized
KO COCA COLA COMPANY 0.3%
Value $6.817M (+12.4%) Shares 83,876 (+5.2%) Est. Cost $64.60 Unrealized
STT STATE STR CORPORATION 0.1%
Value $2.625M (+39.9%) Shares 15,476 (+4.4%) Est. Cost $83.06 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value $3.47M (+26.9%) Shares 39,473 (+430.3%) Est. Cost $141.56 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.3%
Value $6.413M (+12.4%) Shares 51,647 (+286.0%) Est. Cost $199.72 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.2%
Value $5.354M (+15.0%) Shares 32,128 (+1.8%) Est. Cost $145.52 Unrealized
IWLG NYLI Winslow Large Cap Growth ETF 0.1%
Value $1.813M (+60.6%) Shares 32,046 (+35.5%) Est. Cost $54.21 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value $1.715M (+64.7%) Shares 58,268 (+43.5%) Est. Cost $29.60 Unrealized
HEEM ISHARES INCORPORATED CUR HD MSCI EM 0.1%
Value $3.541M (+23.4%) Shares 79,163 (+1.8%) Est. Cost $37.06 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.3%
Value $7.769M (+9.3%) Shares 105,271 (+4.2%) Est. Cost $66.83 Unrealized
MBSF REGAN FLTG RATE MBS ETF VALUED ADVISERS TR 0.0%
Value $1.035M (+170.4%) Shares 40,323 (+168.7%) Est. Cost $25.53 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.2%
Value $5.405M (+13.7%) Shares 43,441 (+1.8%) Est. Cost $107.11 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value $3.07M (+26.4%) Shares 28,140 (+9.6%) Est. Cost $88.97 Unrealized
CGMM CAPITAL GROUP US SMALL AND MID CAP ETF 0.1%
Value $1.322M (+94.0%) Shares 40,098 (+72.8%) Est. Cost $30.58 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.1%
Value $2.041M (+45.2%) Shares 38,449 (+35.0%) Est. Cost $50.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value $1.539M (+63.5%) Shares 3,069 (+60.3%) Est. Cost $521.81 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value $1.307M (+84.1%) Shares 25,608 (+83.8%) Est. Cost $51.00 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value $983K (+145.4%) Shares 169,180 (+134.5%) Est. Cost $6.20 Unrealized
MKTN FEDERATED HERMES MDT MARKET NEUTRAL ETF 0.2%
Value $3.948M (+17.2%) Shares 152,012 (+17.1%) Est. Cost $25.96 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value $5.165M (+12.3%) Shares 60,420 (+1.3%) Est. Cost $73.58 Unrealized
FTCE FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF 0.1%
Value $1.738M (+48.0%) Shares 64,195 (+29.2%) Est. Cost $24.42 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value $4.623M (-10.6%) Shares 9,074 (+6.0%) Est. Cost $449.95 Unrealized
MO ALTRIA GROUP INCORPORATED 0.1%
Value $2.826M (+24.1%) Shares 39,280 (+13.8%) Est. Cost $53.39 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.1%
Value $3.716M (+17.1%) Shares 70,425 (+8.6%) Est. Cost $43.62 Unrealized
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value $900K (+150.1%) Shares 19,246 (+140.2%) Est. Cost $43.60 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value $1.029M (+108.3%) Shares 1,650 (+8.9%) Est. Cost $298.32 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value $1.238M (+75.4%) Shares 25,095 (+76.3%) Est. Cost $45.74 Unrealized
JPIE JPMORGAN INCOME ETF 0.3%
Value $6.344M (+9.1%) Shares 137,767 (+9.2%) Est. Cost $46.33 Unrealized
IWMI NEOS RUSSELL 2000 HIGH INCOME ETF 0.0%
Value $1.086M (+93.0%) Shares 20,291 (+70.9%) Est. Cost $49.94 Unrealized
AMGN AMGEN INCORPORATED 0.1%
Value $2.312M (+28.9%) Shares 6,385 (+25.3%) Est. Cost $292.89 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value $1.717M (-22.8%) Shares 3,372 (+3.4%) Est. Cost $496.41 Unrealized
NOW SERVICENOW INCORPORATED 0.1%
Value $1.477M (+51.4%) Shares 14,878 (+59.4%) Est. Cost $137.02 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value $1.024M (+95.9%) Shares 4,095 (+54.8%) Est. Cost $209.34 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.2%
Value $4.029M (+14.1%) Shares 32,919 (+2.3%) Est. Cost $110.39 Unrealized
NEUBERGER NEXT GENERATION COMMON STOCK 0.0%
Value $1.102M (+77.1%) Shares 66,653 (+37.8%) Est. Cost $14.03 Unrealized
HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A 0.0%
Value $889K (+114.6%) Shares 8,861 (+48.3%) Est. Cost $105.20 Unrealized
FN FABRINET SHS 0.0%
Value $800K (+145.8%) Shares 1,423 (+128.0%) Est. Cost $508.67 Unrealized
GSUS GOLDMAN SACHS MARKTBTA US EQY ETF 0.0%
Value $705K (+203.6%) Shares 6,843 (+163.8%) Est. Cost $97.97 Unrealized
CLS CELESTICA INCORPORATED 0.0%
Value $1.097M (+75.2%) Shares 3,008 (+35.3%) Est. Cost $221.91 Unrealized
ECL ECOLAB INCORPORATED 0.0%
Value $820K (+131.6%) Shares 2,943 (+121.1%) Est. Cost $245.57 Unrealized
PAYR FEDERATED HERMES ENHANCED INCOME ETF 0.1%
Value $3.133M (+17.4%) Shares 58,396 (+17.3%) Est. Cost $53.62 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value $9.964M (+4.8%) Shares 27,047 (+22.4%) Est. Cost $282.26 Unrealized
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.1%
Value $2.214M (+25.6%) Shares 92,823 (+20.9%) Est. Cost $23.28 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value $4.957M (+9.8%) Shares 51,463 (+1.8%) Est. Cost $73.02 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value $13.44M (+3.4%) Shares 237,900 (+3.7%) Est. Cost $57.90 Unrealized
NUE NUCOR CORPORATION 0.0%
Value $1.037M (+72.1%) Shares 4,657 (+30.7%) Est. Cost $165.46 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value $2.749M (+18.5%) Shares 46,664 (+2.1%) Est. Cost $43.09 Unrealized
DY DYCOM INDUSTRIES INCORPORATED 0.0%
Value $768K (+124.9%) Shares 1,519 (+50.7%) Est. Cost $384.86 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value $994K (+74.9%) Shares 42,977 (+75.6%) Est. Cost $25.31 Unrealized
FCAL FRST TR CLFRNA MNCPL HGH INCM ETF 0.0%
Value $641K (+196.6%) Shares 12,918 (+192.1%) Est. Cost $49.55 Unrealized
T AT&T INCORPORATED 0.1%
Value $1.992M (-17.4%) Shares 96,230 (+15.6%) Est. Cost $21.07 Unrealized
TLTW ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value $2.511M (+20.1%) Shares 112,393 (+21.6%) Est. Cost $22.57 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.1%
Value $2.221M (+23.3%) Shares 27,172 (+20.5%) Est. Cost $68.80 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.1%
Value $1.861M (+28.3%) Shares 9,277 (+16.7%) Est. Cost $213.40 Unrealized
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value $817K (+100.3%) Shares 14,704 (+80.4%) Est. Cost $53.28 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value $2.55M (+18.9%) Shares 10,494 (+6.3%) Est. Cost $209.45 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $681K (+146.0%) Shares 12,651 (+127.2%) Est. Cost $50.71 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.6%
Value $15.7M (+2.6%) Shares 27,877 (+4.2%) Est. Cost $448.82 Unrealized
NULV NUVEEN ESG LARGE CAP VALUE ETF 0.1%
Value $1.745M (+28.4%) Shares 34,917 (+16.9%) Est. Cost $39.98 Unrealized
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value $1M (+62.6%) Shares 14,296 (+20.8%) Est. Cost $55.08 Unrealized
NULG NUVEEN ESG LARGE CAP GROWTH ETF 0.1%
Value $1.56M (+32.5%) Shares 13,330 (+2.9%) Est. Cost $72.50 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.3%
Value $8.648M (+4.6%) Shares 190,116 (+4.9%) Est. Cost $46.01 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $747K (+101.8%) Shares 26,966 (+80.3%) Est. Cost $23.71 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.1%
Value $2.025M (+22.8%) Shares 85,528 (+11.5%) Est. Cost $21.51 Unrealized
MDYV SPDR SERIES TRUST STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.1%
Value $2.683M (+16.1%) Shares 28,289 (+4.2%) Est. Cost $80.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.1%
Value $2.127M (-14.8%) Shares 7,318 (+1.2%) Est. Cost $201.28 Unrealized
DSI ISHARES TR ESG MSCI KLD 400 0.1%
Value $1.734M (+27.0%) Shares 12,175 (+8.1%) Est. Cost $102.95 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value $1.581M (+29.6%) Shares 23,109 (+7.6%) Est. Cost $48.31 Unrealized
IFRA ISHARES TR US INFRASTRUC 0.0%
Value $604K (+139.8%) Shares 9,580 (+117.6%) Est. Cost $52.86 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value $6.569M (+5.6%) Shares 43,169 (+1.3%) Est. Cost $131.63 Unrealized
TOI ONCOLOGY INST INC 0.0%
Value $662K (+108.9%) Shares 121,900 (+18.1%) Est. Cost $3.28 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value $2.32M (+17.4%) Shares 12,826 (+7.3%) Est. Cost $129.75 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS 0.1%
Value $2.679M (+14.6%) Shares 18,338 (+2.7%) Est. Cost $113.72 Unrealized
CSX CSX CORPORATION 0.0%
Value $909K (+58.8%) Shares 19,116 (+37.1%) Est. Cost $37.74 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value $1.285M (+33.5%) Shares 14,267 (+11.4%) Est. Cost $69.39 Unrealized
GPC GENUINE PARTS COMPANY 0.1%
Value $1.78M (+21.9%) Shares 15,084 (+9.3%) Est. Cost $120.38 Unrealized
PFM INVESCO DIVIDEND ACHIEVERS ETF 0.1%
Value $2.82M (+12.8%) Shares 50,861 (+3.9%) Est. Cost $50.95 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.1%
Value $2.112M (+17.7%) Shares 48,951 (+7.5%) Est. Cost $36.11 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $939K (+50.5%) Shares 16,543 (+31.7%) Est. Cost $53.81 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value $728K (-30.1%) Shares 54,730 (+3.9%) Est. Cost $37.20 Unrealized
JIVE JPMORGAN INTL VALUE ETF 0.1%
Value $3.171M (+10.9%) Shares 34,484 (+3.3%) Est. Cost $85.84 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $752K (+68.4%) Shares 4,549 (+9.2%) Est. Cost $90.85 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.2%
Value $4.052M (+8.1%) Shares 31,533 (+1.2%) Est. Cost $101.52 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value $1.444M (+25.4%) Shares 13,897 (+17.3%) Est. Cost $85.24 Unrealized
TLN TALEN ENERGY CORPORATION 0.0%
Value $793K (+56.3%) Shares 2,063 (+29.8%) Est. Cost $382.16 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value $1.233M (+29.8%) Shares 3,736 (+14.7%) Est. Cost $237.19 Unrealized
APH AMPHENOL CORPORATION NEW CLASS A 0.0%
Value $930K (+43.0%) Shares 5,275 (+2.5%) Est. Cost $139.60 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.1%
Value $1.759M (+18.8%) Shares 14,100 (+5.2%) Est. Cost $107.62 Unrealized
NET CLOUDFLARE INCORPORATED CLASS A COM 0.0%
Value $1.101M (+33.8%) Shares 4,487 (+12.6%) Est. Cost $173.96 Unrealized
SNOW SNOWFLAKE INCORPORATED CLASS A 0.0%
Value $633K (+77.7%) Shares 2,487 (+5.3%) Est. Cost $165.19 Unrealized
IAUI NEOS GOLD HIGH INCOME ETF 0.0%
Value $846K (+48.5%) Shares 17,452 (+74.3%) Est. Cost $53.28 Unrealized
KEY KEYCORP 0.0%
Value $922K (+42.6%) Shares 39,997 (+24.0%) Est. Cost $18.11 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $1.127M (+31.9%) Shares 15,349 (+32.3%) Est. Cost $72.89 Unrealized
CAIQ CALAMOS NASDAQ AUTOCALLABLE INCOME ETF 0.0%
Value $543K (+96.8%) Shares 20,224 (+74.7%) Est. Cost $25.13 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value $1.462M (+22.3%) Shares 24,253 (+12.0%) Est. Cost $53.58 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value $1.815M (+16.9%) Shares 17,074 (+3.1%) Est. Cost $78.73 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value $1.429M (+22.5%) Shares 19,087 (+6.6%) Est. Cost $64.73 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value $629K (+69.2%) Shares 2,000 (+54.4%) Est. Cost $265.60 Unrealized
D DOMINION ENERGY INCORPORATED 0.0%
Value $939K (+36.4%) Shares 13,752 (+23.5%) Est. Cost $51.72 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value $4.732M (-5.0%) Shares 111,752 (+12.6%) Est. Cost $37.51 Unrealized
MAS MASCO CORPORATION 0.0%
Value $905K (+36.5%) Shares 11,124 (+1.2%) Est. Cost $73.73 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $1.02M (+29.8%) Shares 17,093 (+17.6%) Est. Cost $47.41 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $618K (+59.4%) Shares 13,514 (+19.5%) Est. Cost $47.85 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.2%
Value $3.865M (+6.3%) Shares 28,528 (+3.7%) Est. Cost $111.97 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.1%
Value $1.646M (+16.1%) Shares 45,057 (+7.3%) Est. Cost $30.03 Unrealized
PFFR INFRACAP REIT PREFERRED ETF 0.0%
Value $500K (+80.9%) Shares 28,736 (+79.5%) Est. Cost $17.98 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value $1.216M (+22.3%) Shares 12,776 (+9.4%) Est. Cost $85.74 Unrealized
PEP PEPSICO INCORPORATED 0.1%
Value $2.119M (-9.4%) Shares 15,652 (+3.9%) Est. Cost $154.29 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value $2.796M (+8.6%) Shares 14,152 (+1.3%) Est. Cost $171.84 Unrealized
EMB ISHARES TR JPMORGAN USD EMG 0.1%
Value $1.773M (+14.2%) Shares 18,385 (+11.2%) Est. Cost $92.52 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.1%
Value $2.274M (+10.4%) Shares 16,620 (+5.8%) Est. Cost $107.36 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.0%
Value $551K (+63.2%) Shares 4,705 (+62.1%) Est. Cost $115.07 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $956K (+28.5%) Shares 12,594 (+2.4%) Est. Cost $62.54 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $620K (+51.9%) Shares 3,959 (+48.0%) Est. Cost $140.54 Unrealized
TGT TARGET CORPORATION 0.1%
Value $1.473M (+16.5%) Shares 11,277 (+8.1%) Est. Cost $122.48 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value $1.311M (+18.7%) Shares 3,876 (+6.2%) Est. Cost $251.29 Unrealized
PUSH PGIM ULTRA SHORT MUNICIPAL BOND ETF 0.0%
Value $1.064M (+24.1%) Shares 21,103 (+23.9%) Est. Cost $50.35 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value $1.544M (-11.5%) Shares 2,043 (+1.3%) Est. Cost $580.68 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value $534K (+60.2%) Shares 10,719 (+60.3%) Est. Cost $49.60 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value $616K (+47.9%) Shares 12,292 (+47.8%) Est. Cost $50.13 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $1.254M (+18.8%) Shares 13,008 (+9.2%) Est. Cost $88.39 Unrealized
BINC iShares Flexible Income Active ETF 0.1%
Value $2.183M (+9.6%) Shares 41,706 (+8.8%) Est. Cost $52.52 Unrealized
URI UNITED RENTALS INCORPORATED 0.0%
Value $412K (+82.6%) Shares 364 (+17.4%) Est. Cost $863.39 Unrealized
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF 0.1%
Value $1.524M (+13.9%) Shares 48,999 (+2.0%) Est. Cost $33.84 Unrealized
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value $395K (+88.7%) Shares 12,061 (+51.8%) Est. Cost $29.16 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value $1.027M (+22.0%) Shares 27,045 (+10.6%) Est. Cost $34.75 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.1%
Value $2.091M (+9.7%) Shares 51,188 (+6.6%) Est. Cost $38.26 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $1.301M (+16.1%) Shares 13,252 (+11.4%) Est. Cost $89.20 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX 0.0%
Value $1.09M (+19.8%) Shares 6,666 (+6.3%) Est. Cost $146.04 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value $637K (+39.2%) Shares 7,030 (+23.0%) Est. Cost $89.83 Unrealized
TWLO TWILIO INCORPORATED CLASS A 0.0%
Value $405K (+78.8%) Shares 1,965 (+9.0%) Est. Cost $130.71 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value $2.316M (+8.4%) Shares 28,021 (+4.4%) Est. Cost $63.42 Unrealized
USFI BRANDYWINEGLOBAL-U.S. FIXED INCOME ETF 0.0%
Value $625K (+39.7%) Shares 25,478 (+40.3%) Est. Cost $24.61 Unrealized
VOOG VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS 0.1%
Value $2.156M (+8.9%) Shares 26,095 (+437.3%) Est. Cost $131.45 Unrealized
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value $796K (+28.0%) Shares 576 (+1.2%) Est. Cost $815.05 Unrealized
LITE LUMENTUM HLDGS INCORPORATED 0.0%
Value $430K (+67.6%) Shares 501 (+37.3%) Est. Cost $573.26 Unrealized
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 0.0%
Value $577K (+41.9%) Shares 13,739 (+36.7%) Est. Cost $40.88 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $632K (+36.7%) Shares 12,487 (+34.8%) Est. Cost $50.17 Unrealized
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.0%
Value $562K (+42.9%) Shares 5,996 (+1.4%) Est. Cost $63.28 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value $790K (+26.9%) Shares 7,201 (+11.5%) Est. Cost $114.94 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value $603K (+37.7%) Shares 32,567 (+33.9%) Est. Cost $18.43 Unrealized
SO SOUTHERN COMPANY 0.3%
Value $7.086M (+2.3%) Shares 74,037 (+3.2%) Est. Cost $86.73 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.1%
Value $1.381M (+13.1%) Shares 28,949 (+7.9%) Est. Cost $43.95 Unrealized
FLCV FEDERATED HME MDT LAR VAL ETF NAV CF 0.0%
Value $1.211M (+15.2%) Shares 33,765 (+1.2%) Est. Cost $28.09 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $493K (+47.3%) Shares 19,313 (+26.2%) Est. Cost $21.80 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value $2.814M (+5.9%) Shares 50,100 (+100.0%) Est. Cost $77.57 Unrealized
ZMAY INNOVATOR ETFS TRUST EQUITY DEFINED P 0.0%
Value $957K (+19.7%) Shares 36,858 (+18.0%) Est. Cost $24.91 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $725K (+27.6%) Shares 5,512 (+17.1%) Est. Cost $108.31 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF 0.1%
Value $3.282M (+5.0%) Shares 143,011 (+4.1%) Est. Cost $22.76 Unrealized
NUVEEN ARIZONA QLTY MNCP 0.0%
Value $453K (+51.3%) Shares 36,300 (+45.2%) Est. Cost $11.88 Unrealized
SYY SYSCO CORPORATION 0.0%
Value $937K (+19.4%) Shares 11,212 (+1.9%) Est. Cost $74.97 Unrealized
GWW GRAINGER W W INCORPORATED 0.0%
Value $626K (+31.9%) Shares 460 (+5.7%) Est. Cost $1084.59 Unrealized
SBUX STARBUCKS CORPORATION 0.0%
Value $1.062M (+16.6%) Shares 10,392 (+2.2%) Est. Cost $87.94 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER ETF - MAY 0.0%
Value $739K (+25.5%) Shares 13,155 (+17.9%) Est. Cost $48.35 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $363K (+64.3%) Shares 4,657 (+65.3%) Est. Cost $77.40 Unrealized
EFAS GLOBAL X MSCI SUPERDIVIDEND EAFE ETF 0.0%
Value $607K (+30.4%) Shares 28,427 (+29.4%) Est. Cost $21.22 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $411K (+51.8%) Shares 4,185 (+85.4%) Est. Cost $110.00 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value $778K (+20.6%) Shares 5,693 (+4.5%) Est. Cost $111.48 Unrealized
XLV SPDR HEALTH CARE SELECT 0.0%
Value $903K (+17.2%) Shares 5,691 (+8.3%) Est. Cost $142.40 Unrealized
FLCG FEDERATED HME MDT LAR GRW ETF NAV CF 0.0%
Value $787K (+20.0%) Shares 23,641 (+7.7%) Est. Cost $29.00 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value $834K (+18.4%) Shares 27,615 (+2.4%) Est. Cost $25.54 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value $856K (+17.6%) Shares 14,171 (+1.3%) Est. Cost $38.30 Unrealized
AFL AFLAC INCORPORATED 0.0%
Value $1.238M (+11.5%) Shares 10,559 (+4.4%) Est. Cost $96.74 Unrealized
AXON AXON ENTERPRISE INCORPORATED 0.0%
Value $372K (+50.6%) Shares 663 (+14.1%) Est. Cost $546.43 Unrealized
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value $574K (+27.0%) Shares 1,549 (+12.1%) Est. Cost $265.49 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value $844K (+16.5%) Shares 4,863 (+6.5%) Est. Cost $121.29 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $680K (+21.4%) Shares 8,688 (+34.4%) Est. Cost $87.37 Unrealized
AEM AGNICO EAGLE MINES LIMITED 0.0%
Value $412K (-22.4%) Shares 2,658 (+1.6%) Est. Cost $129.68 Unrealized
EMR EMERSON ELEC COMPANY 0.0%
Value $1.105M (+11.9%) Shares 7,722 (+2.3%) Est. Cost $106.90 Unrealized
MNA NYLI Merger Arbitrage ETF 0.1%
Value $2.921M (+4.2%) Shares 80,076 (+3.8%) Est. Cost $34.64 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value $501K (+30.3%) Shares 2,806 (+5.6%) Est. Cost $137.99 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value $1.882M (-5.8%) Shares 24,941 (+14.5%) Est. Cost $52.23 Unrealized
ABT ABBOTT LABS 0.0%
Value $1.075M (-9.7%) Shares 11,849 (+2.1%) Est. Cost $106.79 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET 0.0%
Value $633K (+22.4%) Shares 21,544 (+6.3%) Est. Cost $25.93 Unrealized
AGNC AGNC INVT CORPORATION REIT 0.0%
Value $778K (+17.2%) Shares 71,378 (+7.8%) Est. Cost $10.36 Unrealized
OKLO OKLO INCORPORATED COM CLASS A 0.0%
Value $549K (+26.1%) Shares 10,495 (+19.5%) Est. Cost $48.95 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value $1.35M (+9.1%) Shares 10,686 (+20.3%) Est. Cost $79.51 Unrealized
PAYX PAYCHEX INCORPORATED 0.0%
Value $710K (+18.4%) Shares 7,222 (+10.9%) Est. Cost $110.70 Unrealized
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.0%
Value $363K (+43.2%) Shares 3,978 (+1.4%) Est. Cost $62.91 Unrealized
ETHE GRAYSCALE ETHEREUM TR ET 0.0%
Value $389K (-21.9%) Shares 30,517 (+4.5%) Est. Cost $10.06 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value $1.898M (+6.1%) Shares 39,396 (+3.5%) Est. Cost $46.13 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $477K (+29.3%) Shares 15,826 (+14.4%) Est. Cost $26.02 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $545K (+24.4%) Shares 1,717 (+7.8%) Est. Cost $285.07 Unrealized
CAH CARDINAL HEALTH INCORPORATED 0.0%
Value $640K (+19.4%) Shares 2,696 (+6.3%) Est. Cost $138.44 Unrealized
BX BLACKSTONE INCORPORATED 0.1%
Value $1.612M (+6.9%) Shares 13,698 (+4.4%) Est. Cost $117.24 Unrealized
DASH DOORDASH INCORPORATED CLASS A 0.0%
Value $447K (+29.6%) Shares 2,424 (+5.5%) Est. Cost $199.62 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value $370K (+38.2%) Shares 14,774 (+18.8%) Est. Cost $18.24 Unrealized
BLACKROCK CAPITAL ALLOCATION TERM TRUST COMMON SHS 0.0%
Value $455K (+28.7%) Shares 28,536 (+14.1%) Est. Cost $14.99 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value $677K (+17.1%) Shares 3,558 (+3.9%) Est. Cost $146.72 Unrealized
WAB WABTEC 0.0%
Value $1.157M (+9.2%) Shares 4,293 (+1.2%) Est. Cost $176.29 Unrealized
HIG HARTFORD INSURANCE GROUP INCORPORATED 0.0%
Value $331K (+39.9%) Shares 2,501 (+42.8%) Est. Cost $135.49 Unrealized
FMDE Fidelity Enhanced Mid Cap ETF 0.0%
Value $628K (+17.5%) Shares 15,475 (+4.1%) Est. Cost $36.51 Unrealized
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value $333K (+38.9%) Shares 1,237 (+19.1%) Est. Cost $196.00 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $450K (+26.0%) Shares 5,873 (+26.8%) Est. Cost $77.86 Unrealized
DBEU XTRACKERS MSCI EURPE HDGD EQY ETF 0.0%
Value $329K (+39.3%) Shares 6,100 (+25.8%) Est. Cost $49.79 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value $2.482M (+3.8%) Shares 54,318 (+1.9%) Est. Cost $43.11 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value $1.014M (+9.8%) Shares 43,275 (+9.3%) Est. Cost $23.82 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value $477K (+23.4%) Shares 4,619 (+1.5%) Est. Cost $85.19 Unrealized
PHM PULTE GROUP INCORPORATED 0.0%
Value $501K (+22.1%) Shares 3,649 (+4.6%) Est. Cost $124.47 Unrealized
LMUB ISHARES LONG-TERM NATIONAL MUNI BD ETF 0.0%
Value $404K (+27.9%) Shares 7,879 (+24.7%) Est. Cost $50.19 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value $922K (+10.5%) Shares 17,011 (+10.4%) Est. Cost $37.95 Unrealized
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.0%
Value $692K (+14.5%) Shares 1,393 (+3.0%) Est. Cost $434.93 Unrealized
KGC KINROSS GOLD CORPORATION 0.0%
Value $316K (-21.6%) Shares 13,392 (+1.3%) Est. Cost $25.95 Unrealized
MTB M & T BK CORPORATION 0.0%
Value $483K (+22.0%) Shares 2,031 (+5.9%) Est. Cost $153.87 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $1.82M (+5.0%) Shares 18,051 (+4.7%) Est. Cost $100.66 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value $2.07M (-3.9%) Shares 35,921 (+1.1%) Est. Cost $53.40 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value $820K (-9.4%) Shares 19,857 (+10.4%) Est. Cost $43.52 Unrealized
O REALTY INCOME CORPORATION REIT 0.0%
Value $811K (+11.6%) Shares 13,088 (+10.2%) Est. Cost $52.00 Unrealized
NUVB NUVATION BIO INCORPORATED COM CLASS A 0.0%
Value $197K (+72.6%) Shares 34,660 (+30.4%) Est. Cost $3.50 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value $538K (+17.5%) Shares 13,568 (+13.3%) Est. Cost $31.10 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value $773K (+11.5%) Shares 15,654 (+20.4%) Est. Cost $56.77 Unrealized
IGRO ISHARES TR INTL DIVID GROWTH ETF 0.0%
Value $875K (+9.9%) Shares 9,948 (+4.7%) Est. Cost $83.16 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADS 0.0%
Value $342K (+29.9%) Shares 10,083 (+15.4%) Est. Cost $22.03 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.1%
Value $1.442M (+5.5%) Shares 31,812 (+6.8%) Est. Cost $53.21 Unrealized
HLT HILTON WORLDWIDE HLDGS INCORPORATED 0.0%
Value $599K (+14.4%) Shares 1,813 (+5.3%) Est. Cost $222.64 Unrealized
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value $375K (+25.0%) Shares 3,479 (+13.1%) Est. Cost $106.70 Unrealized
FNDC SCHWAB FUNDTL INTRNL SML EQT ETF 0.0%
Value $780K (+10.2%) Shares 16,065 (+5.2%) Est. Cost $35.37 Unrealized
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value $572K (+14.1%) Shares 5,172 (+16.7%) Est. Cost $100.65 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $556K (+14.4%) Shares 1,402 (+3.6%) Est. Cost $345.63 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value $1.254M (+5.9%) Shares 30,266 (+8.7%) Est. Cost $32.36 Unrealized
SCHW SCHWAB CHARLES CORPORATION 0.0%
Value $986K (+7.6%) Shares 10,685 (+9.6%) Est. Cost $76.46 Unrealized
BIIB BIOGEN INCORPORATED 0.0%
Value $337K (+24.2%) Shares 1,562 (+5.4%) Est. Cost $166.72 Unrealized
TDG TRANSDIGM GROUP INCORPORATED 0.0%
Value $304K (+27.2%) Shares 228 (+10.7%) Est. Cost $880.95 Unrealized
ICOW PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF 0.0%
Value $389K (+19.8%) Shares 9,347 (+22.2%) Est. Cost $42.29 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI 0.0%
Value $326K (+24.5%) Shares 17,495 (+7.4%) Est. Cost $16.89 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INC ETF 0.0%
Value $699K (+10.0%) Shares 25,452 (+8.7%) Est. Cost $27.38 Unrealized
MAGS LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value $474K (+15.4%) Shares 7,379 (+4.0%) Est. Cost $65.68 Unrealized
IHE ISHARES TR U.S. PHARMA ETF 0.0%
Value $444K (+16.4%) Shares 4,481 (+1.9%) Est. Cost $71.95 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value $458K (+15.4%) Shares 9,360 (+10.9%) Est. Cost $45.15 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value $1.155M (+5.6%) Shares 28,304 (+1.3%) Est. Cost $40.35 Unrealized
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED 0.0%
Value $450K (+15.6%) Shares 2,759 (+1.6%) Est. Cost $121.71 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value $588K (+11.5%) Shares 7,692 (+6.1%) Est. Cost $63.20 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value $249K (+32.0%) Shares 15,573 (+23.4%) Est. Cost $15.62 Unrealized
EME EMCOR GROUP INCORPORATED 0.0%
Value $382K (+18.6%) Shares 460 (+5.5%) Est. Cost $662.54 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value $444K (+14.9%) Shares 2,027 (+6.9%) Est. Cost $204.83 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value $3.027M (+1.9%) Shares 36,629 (+2.0%) Est. Cost $82.06 Unrealized
LIN LINDE PLC SHS 0.0%
Value $790K (+7.5%) Shares 1,523 (+2.7%) Est. Cost $419.64 Unrealized
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $363K (+17.9%) Shares 4,262 (+3.5%) Est. Cost $72.64 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value $459K (+13.2%) Shares 10,762 (+66.4%) Est. Cost $74.21 Unrealized
FCNCA FIRST CTZNS BANCSHARES INCORPORATED N C CLASS A 0.0%
Value $506K (+11.8%) Shares 243 (+1.3%) Est. Cost $2025.51 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $674K (+7.8%) Shares 10,835 (+8.4%) Est. Cost $59.56 Unrealized
CFG CITIZENS FINL GROUP INCORPORATED 0.0%
Value $261K (+23.1%) Shares 3,723 (+5.3%) Est. Cost $44.43 Unrealized
DOUBLELINE INCOME SOLUTI 0.0%
Value $163K (+40.5%) Shares 14,782 (+37.6%) Est. Cost $10.89 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value $2.24M (+2.1%) Shares 14,784 (+7.6%) Est. Cost $118.42 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $315K (+16.8%) Shares 2,152 (+2.4%) Est. Cost $118.91 Unrealized
PKG PACKAGING CORPORATION AMER 0.0%
Value $296K (+17.7%) Shares 1,242 (+4.9%) Est. Cost $204.32 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value $2.794M (-1.5%) Shares 57,411 (+2.8%) Est. Cost $44.93 Unrealized
DG DOLLAR GENERAL CORPORATION NEW 0.0%
Value $356K (+13.9%) Shares 3,091 (+17.5%) Est. Cost $103.69 Unrealized
DOW DOW INCORPORATED 0.0%
Value $439K (+11.0%) Shares 16,028 (+68.9%) Est. Cost $24.65 Unrealized
IUSV ISHARES TR CORE S&P US VLU 0.0%
Value $483K (+9.6%) Shares 4,389 (+1.7%) Est. Cost $93.46 Unrealized
PSA PUBLIC STORAGE OPER COMPANY REIT 0.0%
Value $253K (+19.9%) Shares 796 (+2.1%) Est. Cost $260.75 Unrealized
APO APOLLO GLOBAL MGMT INCORPORATED 0.0%
Value $496K (+8.9%) Shares 4,195 (+2.5%) Est. Cost $133.98 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value $765K (+5.5%) Shares 15,146 (+1.8%) Est. Cost $49.19 Unrealized
HYLN HYLIION HLDGS CORP CLASS A 0.0%
Value $58,613 (+209.8%) Shares 11,250 (+4.7%) Est. Cost $2.16 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value $424K (-8.6%) Shares 10,990 (+6.8%) Est. Cost $33.25 Unrealized
AOA ISHARES TR CORE 80 20 ETF 0.0%
Value $321K (+13.3%) Shares 3,289 (+2.7%) Est. Cost $88.73 Unrealized
NRG NRG ENERGY INCORPORATED COM NEW 0.0%
Value $354K (+11.8%) Shares 2,427 (+11.8%) Est. Cost $83.96 Unrealized
BCE BCE INCORPORATED COM NEW 0.0%
Value $281K (-11.4%) Shares 13,050 (+4.0%) Est. Cost $29.87 Unrealized
DWSN DAWSON GEOPHYSICAL CO NE 0.0%
Value $84,514 (+74.0%) Shares 14,228 (+1.4%) Est. Cost $2.32 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value $288K (+13.9%) Shares 3,872 (+1.3%) Est. Cost $65.81 Unrealized
ULTA ULTA BEAUTY INCORPORATED 0.0%
Value $283K (-10.9%) Shares 628 (+3.3%) Est. Cost $412.25 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.1%
Value $1.522M (-2.2%) Shares 116,970 (+24.9%) Est. Cost $15.61 Unrealized
MFA MFA FINL INCORPORATED REIT 0.0%
Value $262K (+13.8%) Shares 27,000 (+12.5%) Est. Cost $10.04 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT 0.0%
Value $440K (+7.5%) Shares 19,673 (+1.7%) Est. Cost $21.17 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR ETF SHS NEW 0.0%
Value $285K (-9.5%) Shares 18,965 (+19.6%) Est. Cost $32.23 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $257K (-10.4%) Shares 3,314 (+7.5%) Est. Cost $73.77 Unrealized
B BARRICK MINING CORPORATION COM SHS 0.0%
Value $308K (+10.7%) Shares 8,374 (+22.9%) Est. Cost $27.31 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value $369K (+8.1%) Shares 2,141 (+15.9%) Est. Cost $172.30 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $302K (+9.9%) Shares 3,415 (+2.3%) Est. Cost $82.57 Unrealized
KLIP KRANESHARES KWEB COVERED CALL STRATEGY ETF 0.0%
Value $224K (-10.5%) Shares 9,855 (+1.2%) Est. Cost $29.91 Unrealized
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value $872K (-2.9%) Shares 5,968 (+16.0%) Est. Cost $259.87 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $285K (+10.0%) Shares 3,049 (+4.2%) Est. Cost $88.65 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.0%
Value $219K (-10.5%) Shares 3,862 (+2.5%) Est. Cost $64.57 Unrealized
YUM YUM BRANDS INCORPORATED 0.0%
Value $553K (+4.8%) Shares 3,459 (+1.9%) Est. Cost $128.33 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $272K (-8.5%) Shares 1,765 (+1.7%) Est. Cost $241.45 Unrealized
LNT ALLIANT ENERGY CORPORATION 0.0%
Value $239K (+11.4%) Shares 3,135 (+4.7%) Est. Cost $67.26 Unrealized
NNE NANO NUCLEAR ENERGY INC COMMON STOCK 0.0%
Value $279K (+9.4%) Shares 13,204 (+6.0%) Est. Cost $36.62 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $710K (+3.5%) Shares 31,869 (+3.5%) Est. Cost $27.13 Unrealized
ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE 0.0%
Value $262K (+9.8%) Shares 9,562 (+7.9%) Est. Cost $26.55 Unrealized
GABELLI EQUITY TR INCORPORATED 0.0%
Value $404K (+6.0%) Shares 71,321 (+4.9%) Est. Cost $5.45 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $256K (+9.5%) Shares 4,251 (+3.8%) Est. Cost $57.08 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value $273K (+8.3%) Shares 2,927 (+25.5%) Est. Cost $113.10 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value $275K (-7.0%) Shares 4,291 (+3.4%) Est. Cost $77.10 Unrealized
GSL GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A 0.0%
Value $363K (+6.0%) Shares 9,642 (+5.0%) Est. Cost $33.40 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $545K (+3.8%) Shares 11,256 (+3.0%) Est. Cost $48.89 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $1.273M (+1.5%) Shares 66,563 (+2.5%) Est. Cost $16.27 Unrealized
BIZD VANECK BDC INCOME ETF 0.1%
Value $1.416M (+1.3%) Shares 111,877 (+2.5%) Est. Cost $16.06 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 0.0%
Value $270K (+7.2%) Shares 5,379 (+6.6%) Est. Cost $50.22 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value $241K (+7.9%) Shares 6,140 (+8.1%) Est. Cost $39.27 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $259K (+7.0%) Shares 5,921 (+18.6%) Est. Cost $42.88 Unrealized
IDA IDACORP INCORPORATED 0.0%
Value $253K (+7.0%) Shares 1,672 (+1.1%) Est. Cost $124.15 Unrealized
EOG EOG RES INCORPORATED 0.0%
Value $582K (+2.8%) Shares 4,484 (+14.5%) Est. Cost $114.37 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $249K (+6.0%) Shares 3,381 (+6.4%) Est. Cost $73.92 Unrealized
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS 0.0%
Value $161K (+8.9%) Shares 12,170 (+6.5%) Est. Cost $14.03 Unrealized
SYM SYMBOTIC INCORPORATED CLASS A COM 0.0%
Value $363K (-3.0%) Shares 8,065 (+14.8%) Est. Cost $58.66 Unrealized
COKE COCA COLA CONS INCORPORATED 0.1%
Value $1.621M (+0.6%) Shares 8,490 (+1.1%) Est. Cost $120.85 Unrealized
MTBA SIMPLIFY MBS ETF 0.0%
Value $407K (+2.3%) Shares 8,288 (+3.1%) Est. Cost $50.33 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value $240K (+3.8%) Shares 11,975 (+7.1%) Est. Cost $25.23 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value $2.138M (-0.4%) Shares 78,002 (+393.2%) Est. Cost $46.14 Unrealized
ULST SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.0%
Value $708K (+1.2%) Shares 17,523 (+1.4%) Est. Cost $40.50 Unrealized
IGLD FT VEST GOLD TARGET INCOME ETF 0.1%
Value $1.362M (-0.6%) Shares 64,668 (+20.5%) Est. Cost $24.77 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value $244K (-3.0%) Shares 7,187 (+11.4%) Est. Cost $23.63 Unrealized
BKNG BOOKING HOLDINGS INCORPORATED 0.0%
Value $706K (+0.9%) Shares 3,960 (+2285.5%) Est. Cost $339.49 Unrealized
OKE ONEOK INCORPORATED NEW 0.1%
Value $1.438M (-0.4%) Shares 16,540 (+3.5%) Est. Cost $72.51 Unrealized
RTX RTX CORPORATION 0.3%
Value $6.537M (+0.1%) Shares 34,452 (+1.8%) Est. Cost $95.09 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $507K (+0.9%) Shares 6,122 (+3.0%) Est. Cost $67.02 Unrealized
PSX PHILLIPS 66 0.0%
Value $1.202M (-0.3%) Shares 7,109 (+7.4%) Est. Cost $130.90 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $243K (+1.4%) Shares 2,670 (+22.0%) Est. Cost $107.13 Unrealized
MELI MERCADOLIBRE INCORPORATED 0.0%
Value $531K (-0.6%) Shares 313 (+1.3%) Est. Cost $1999.86 Unrealized
SPAB SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value $316K (+0.8%) Shares 12,376 (+1.2%) Est. Cost $25.44 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value $242K (-0.8%) Shares 14,517 (+1.6%) Est. Cost $19.66 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value $410K (+0.4%) Shares 12,824 (+5.3%) Est. Cost $27.27 Unrealized
CVE CENOVUS ENERGY INCORPORATED 0.0%
Value $214K (-0.1%) Shares 8,612 (+6.9%) Est. Cost $19.94 Unrealized

Exited Positions (64)

HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value $3.657M Shares 16,178 Est. Cost $184.07 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value $3.086M Shares 13,740 Est. Cost $214.64 Unrealized
COAL RANGE GLOBAL COAL INDEX ETF 0.1%
Value $3.054M Shares 111,296 Est. Cost $27.44 Unrealized
AR ANTERO RESOURCES CORPORATION 0.0%
Value $1.223M Shares 28,817 Est. Cost $33.80 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value $682K Shares 7,868 Est. Cost $91.84 Unrealized
BBY BEST BUY INCORPORATED 0.0%
Value $669K Shares 10,416 Est. Cost $75.46 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value $644K Shares 5,449 Est. Cost $127.35 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value $529K Shares 12,958 Est. Cost $45.49 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $521K Shares 5,437 Est. Cost $95.82 Unrealized
AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 0.0%
Value $517K Shares 11,039 Est. Cost $46.80 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value $478K Shares 10,551 Est. Cost $54.20 Unrealized
LST LEUTHOLD SELECT INDUSTRIES ETF 0.0%
Value $421K Shares 10,397 Est. Cost $40.45 Unrealized
LULU LULULEMON ATHLETICA INCORPORATED 0.0%
Value $410K Shares 2,677 Est. Cost $199.12 Unrealized
NVII REX NVDA GROWTH & INCOME ETF 0.0%
Value $399K Shares 16,803 Est. Cost $23.77 Unrealized
ADCT ADC THERAPEUTICS SA SHS 0.0%
Value $394K Shares 105,107 Est. Cost $4.06 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value $358K Shares 5,074 Est. Cost $84.02 Unrealized
NKE NIKE INCORPORATED CLASS B 0.0%
Value $355K Shares 6,720 Est. Cost $98.08 Unrealized
IAGG ISHARES TR CORE INTL AGGR 0.0%
Value $286K Shares 5,724 Est. Cost $50.04 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $278K Shares 1,404 Est. Cost $309.50 Unrealized
SOLT 2X SOLANA ETF 0.0%
Value $274K Shares 6,038 Est. Cost $45.35 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value $271K Shares 2,744 Est. Cost $109.10 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value $268K Shares 17,138 Est. Cost $11.94 Unrealized
EUAD SPINNAKER ETF SER SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 0.0%
Value $267K Shares 6,550 Est. Cost $40.74 Unrealized
INTU INTUIT 0.0%
Value $263K Shares 607 Est. Cost $541.30 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED 0.0%
Value $261K Shares 687 Est. Cost $312.29 Unrealized
MLYS MINERALYS THERAPEUTICS INCORPORATED 0.0%
Value $260K Shares 9,600 Est. Cost $24.19 Unrealized
FNGS MICROSECTORS FANG 0.0%
Value $253K Shares 4,241 Est. Cost $65.94 Unrealized
IHS IHS HOLDING LIMITED ORD SHS 0.0%
Value $250K Shares 30,362 Est. Cost $5.56 Unrealized
KR KROGER COMPANY 0.0%
Value $249K Shares 3,448 Est. Cost $51.61 Unrealized
CANE TEUCRIUM COMMODITY TR SUGAR FD 0.0%
Value $244K Shares 23,400 Est. Cost $10.44 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value $242K Shares 9,930 Est. Cost $24.39 Unrealized
TMUS T-MOBILE US INCORPORATED 0.0%
Value $242K Shares 1,151 Est. Cost $180.99 Unrealized
AGI ALAMOS GOLD INCORPORATED NEW COM CLASS A 0.0%
Value $236K Shares 5,320 Est. Cost $34.84 Unrealized
CHWY CHEWY INCORPORATED CLASS A 0.0%
Value $234K Shares 8,685 Est. Cost $29.26 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value $232K Shares 3,008 Est. Cost $94.28 Unrealized
CCL CARNIVAL CORPORATION PAIRED CTF 0.0%
Value $230K Shares 8,897 Est. Cost $27.88 Unrealized
AA ALCOA CORPORATION 0.0%
Value $225K Shares 3,388 Est. Cost $61.09 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INCORPORATED SPONSORED ADR 0.0%
Value $224K Shares 11,365 Est. Cost $19.75 Unrealized
HSY HERSHEY COMPANY 0.0%
Value $224K Shares 1,079 Est. Cost $204.74 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value $223K Shares 3,858 Est. Cost $72.19 Unrealized
VICI VICI PPTYS INCORPORATED REIT 0.0%
Value $222K Shares 8,133 Est. Cost $28.15 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 0.0%
Value $221K Shares 1,282 Est. Cost $181.72 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value $220K Shares 3,078 Est. Cost $71.61 Unrealized
TDY TELEDYNE TECHNOLOGIES INCORPORATED 0.0%
Value $218K Shares 360 Est. Cost $613.97 Unrealized
FTSL FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND 0.0%
Value $216K Shares 4,818 Est. Cost $45.95 Unrealized
AUPH AURINIA PHARMACEUTICALS INCORPORATED 0.0%
Value $215K Shares 14,500 Est. Cost $14.78 Unrealized
ALB ALBEMARLE CORPORATION 0.0%
Value $215K Shares 1,195 Est. Cost $171.25 Unrealized
HPQ HP INCORPORATED 0.0%
Value $212K Shares 11,014 Est. Cost $26.09 Unrealized
URTY PROSHARES ULTRAPRO RUSSELL 2000 ETF 0.0%
Value $207K Shares 4,016 Est. Cost $51.55 Unrealized
RMD RESMED INCORPORATED 0.0%
Value $206K Shares 919 Est. Cost $240.87 Unrealized
CALM CAL MAINE FOODS INCORPORATED COM NEW 0.0%
Value $206K Shares 2,597 Est. Cost $86.61 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value $204K Shares 6,052 Est. Cost $35.57 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $203K Shares 9,967 Est. Cost $20.41 Unrealized
GM GENERAL MTRS COMPANY 0.0%
Value $202K Shares 2,718 Est. Cost $82.25 Unrealized
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED 0.0%
Value $202K Shares 2,053 Est. Cost $95.71 Unrealized
ELTX ELICIO THERAPEUTICS INC COMMON STOCK 0.0%
Value $148K Shares 13,800 Est. Cost $8.43 Unrealized
XNET XUNLEI LIMITED SPONSORED ADS 0.0%
Value $138K Shares 24,893 Est. Cost $9.27 Unrealized
UNG UNITED STATES NATURAL GAS FUND LTD PARTNERSHIP 0.0%
Value $129K Shares 11,005 Est. Cost $12.26 Unrealized
FS SPECIALTY LENDING FD COM SH BEN INT 0.0%
Value $128K Shares 10,264 Est. Cost $12.51 Unrealized
QUBT QUANTUM COMPUTING INCORPORATED 0.0%
Value $119K Shares 17,345 Est. Cost $10.17 Unrealized
FHTX FOGHORN THERAPEUTICS INC 0.0%
Value $59,750 Shares 12,500 Est. Cost $5.69 Unrealized
CREATIVE MEDIA & COMMUNITY TRUST CORPORATION COMMON STOCK 0.0%
Value $25,180 Shares 40,983 Est. Cost $0.61 Unrealized
BZFD BUZZFEED INC CLASS A 0.0%
Value $12,172 Shares 20,000 Est. Cost $0.88 Unrealized
AMC AMC ENTERTAINMENT HLDGS INCORPORATED CLASS A NEW 0.0%
Value $10,925 Shares 11,148 Est. Cost $1.43 Unrealized

Decreased Positions (289)

QQQ INVESCO QQQ TR 2.4%
Value $58.82M (+21.9%) Shares 79,879 (-4.5%) Est. Cost $527.29 Unrealized
SGOV ISHARES TR 0-3 MNTH TREASRY 0.1%
Value $3.493M (-70.5%) Shares 34,696 (-70.5%) Est. Cost $100.52 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.5%
Value $13.15M (+161.5%) Shares 22,632 (-8.4%) Est. Cost $136.41 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.2%
Value $4.729M (-51.1%) Shares 89,040 (-43.6%) Est. Cost $64.14 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION 0.4%
Value $9.213M (-32.5%) Shares 21,051 (-26.8%) Est. Cost $334.12 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.0%
Value $24.93M (+20.5%) Shares 69,753 (-3.1%) Est. Cost $162.67 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.3%
Value $7.623M (+98.4%) Shares 10,544 (-6.2%) Est. Cost $192.47 Unrealized
AMZN AMAZON COM INCORPORATED 1.5%
Value $36.18M (+10.9%) Shares 151,812 (-3.1%) Est. Cost $178.78 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.2%
Value $30.36M (+11.7%) Shares 345,568 (-2.8%) Est. Cost $78.87 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.2%
Value $5.773M (+121.8%) Shares 5,983 (-10.0%) Est. Cost $109.23 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.2%
Value $5.955M (+98.4%) Shares 19,672 (-11.2%) Est. Cost $144.65 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.3%
Value $6.453M (-31.3%) Shares 360,906 (-31.8%) Est. Cost $18.00 Unrealized
XOM EXXON MOBIL CORPORATION 0.3%
Value $8.613M (-24.6%) Shares 62,994 (-6.5%) Est. Cost $106.80 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.4%
Value $8.736M (+38.9%) Shares 25,481 (-2.8%) Est. Cost $203.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value $23.28M (+11.6%) Shares 62,924 (-3.3%) Est. Cost $311.17 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.1%
Value $1.757M (-57.8%) Shares 19,556 (-70.6%) Est. Cost $69.17 Unrealized
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.1%
Value $3.467M (-40.3%) Shares 104,150 (-31.1%) Est. Cost $42.86 Unrealized
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.0%
Value $559K (-80.6%) Shares 4,153 (-84.2%) Est. Cost $129.20 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.3%
Value $6.617M (+48.1%) Shares 22,198 (-3.6%) Est. Cost $163.71 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.2%
Value $4.473M (+86.6%) Shares 6,981 (-4.3%) Est. Cost $298.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.3%
Value $7.815M (+35.7%) Shares 16,364 (-4.0%) Est. Cost $204.09 Unrealized
FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 0.1%
Value $2.787M (-42.1%) Shares 46,654 (-42.0%) Est. Cost $59.78 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.7%
Value $17.5M (+12.3%) Shares 370,723 (-4.3%) Est. Cost $44.47 Unrealized
NFLX NETFLIX INCORPORATED 0.2%
Value $4.413M (-30.3%) Shares 61,804 (-6.2%) Est. Cost $103.80 Unrealized
MTZ MASTEC INCORPORATED 0.4%
Value $10.53M (+17.7%) Shares 25,308 (-9.0%) Est. Cost $121.89 Unrealized
MTRN MATERION CORPORATION 0.1%
Value $3.159M (+94.6%) Shares 10,624 (-5.3%) Est. Cost $111.13 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.1%
Value $2.928M (+108.1%) Shares 6,786 (-20.8%) Est. Cost $117.41 Unrealized
ETN EATON CORPORATION PLC SHS 0.4%
Value $10.93M (+15.9%) Shares 25,655 (-2.7%) Est. Cost $313.43 Unrealized
CVX CHEVRON CORPORATION NEW 0.2%
Value $5.386M (-21.0%) Shares 32,492 (-1.4%) Est. Cost $146.15 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.5%
Value $12.43M (+12.6%) Shares 279,381 (-2.7%) Est. Cost $38.84 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.4%
Value $8.891M (-13.4%) Shares 165,841 (-20.3%) Est. Cost $49.38 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value $2.532M (-34.5%) Shares 43,346 (-33.8%) Est. Cost $55.17 Unrealized
WM WASTE MGMT INCORPORATED DEL 0.1%
Value $1.469M (-43.6%) Shares 6,592 (-41.9%) Est. Cost $188.81 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value $5.623M (-16.7%) Shares 61,357 (-16.7%) Est. Cost $91.70 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value $3.424M (-24.3%) Shares 27,047 (-21.7%) Est. Cost $103.70 Unrealized
ALAB ASTERA LABS INCORPORATED 0.1%
Value $1.498M (+217.8%) Shares 3,101 (-27.9%) Est. Cost $162.89 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.2%
Value $5.585M (-15.5%) Shares 109,405 (-2.3%) Est. Cost $65.11 Unrealized
ABRDN INCOME CREDIT STRATEGIES 0.0%
Value $80,220 (-92.3%) Shares 15,427 (-92.4%) Est. Cost $6.62 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value $316K (-74.6%) Shares 12,876 (-70.4%) Est. Cost $32.34 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.1%
Value $1.822M (+102.1%) Shares 6,597 (-24.1%) Est. Cost $93.12 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.3%
Value $6.774M (+15.7%) Shares 6,698 (-3.2%) Est. Cost $456.70 Unrealized
LB LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST 0.1%
Value $3.653M (-19.5%) Shares 46,097 (-29.9%) Est. Cost $60.83 Unrealized
CME CME GROUP INCORPORATED 0.1%
Value $2.371M (-26.7%) Shares 10,735 (-1.9%) Est. Cost $262.26 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $1.807M (-32.3%) Shares 17,385 (-14.0%) Est. Cost $96.26 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.2%
Value $5.055M (+19.6%) Shares 12,728 (-4.2%) Est. Cost $245.81 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.2%
Value $4.191M (+23.7%) Shares 99,011 (-2.5%) Est. Cost $34.32 Unrealized
USFR WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND 0.1%
Value $2.507M (-23.7%) Shares 49,791 (-23.7%) Est. Cost $50.32 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value $3.53M (-18.0%) Shares 13,059 (-5.8%) Est. Cost $287.04 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value $2.851M (-19.7%) Shares 20,728 (-34.0%) Est. Cost $106.84 Unrealized
SDIV GLOBAL X SUPERDIVIDEND ETF 0.1%
Value $2.259M (-23.3%) Shares 92,427 (-20.7%) Est. Cost $23.26 Unrealized
CRM SALESFORCE INCORPORATED 0.1%
Value $1.363M (-32.8%) Shares 8,698 (-20.0%) Est. Cost $234.34 Unrealized
TQQQ PROSHARES TRUST ULTRAPRO QQQ 0.1%
Value $1.479M (+80.3%) Shares 18,254 (-7.2%) Est. Cost $70.47 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value $1.975M (-24.4%) Shares 26,158 (-11.7%) Est. Cost $58.46 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value $1.243M (-33.2%) Shares 23,982 (-32.2%) Est. Cost $48.42 Unrealized
VRT VERTIV HOLDINGS COMPANY COM CLASS A 0.1%
Value $2.926M (+26.5%) Shares 8,738 (-5.3%) Est. Cost $105.23 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value $1.877M (-24.4%) Shares 35,109 (-3.6%) Est. Cost $30.87 Unrealized
GLDB IDX ALTERNATIVE FIAT ETF 0.0%
Value $693K (-45.5%) Shares 36,662 (-32.0%) Est. Cost $23.58 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value $201K (-73.9%) Shares 3,300 (-76.5%) Est. Cost $56.27 Unrealized
WDC WESTERN DIGITAL CORPORATION 0.1%
Value $1.782M (-24.2%) Shares 2,790 (-67.9%) Est. Cost $251.23 Unrealized
VEGN US VEGAN CLIMATE ETF 0.1%
Value $1.918M (+40.0%) Shares 23,314 (-3.8%) Est. Cost $51.56 Unrealized
TECL DIREXION DAILY TECHNO BULL 3X ETF 0.0%
Value $849K (+158.1%) Shares 3,681 (-3.2%) Est. Cost $93.53 Unrealized
NBSD NEUBERGER SHORT DURATION INCOME ETF 0.0%
Value $562K (-47.7%) Shares 11,118 (-47.5%) Est. Cost $50.71 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value $2.733M (-15.0%) Shares 55,163 (-15.0%) Est. Cost $49.58 Unrealized
ELV ELEVANCE HEALTH INCORPORATED 0.1%
Value $2.533M (+22.4%) Shares 6,550 (-7.4%) Est. Cost $449.47 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value $1.536M (+42.5%) Shares 14,847 (-1.1%) Est. Cost $61.60 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value $1.923M (-19.0%) Shares 79,869 (-5.5%) Est. Cost $25.91 Unrealized
ETHA ISHARES ETHEREUM TR SHS 0.0%
Value $792K (-35.6%) Shares 66,609 (-14.3%) Est. Cost $23.56 Unrealized
SNTH MRP SYNTHEQUITY ETF 0.3%
Value $6.868M (+6.8%) Shares 230,998 (-5.8%) Est. Cost $27.59 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value $1.237M (-24.2%) Shares 387 (-19.9%) Est. Cost $3031.28 Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.0%
Value $865K (-30.6%) Shares 17,816 (-7.2%) Est. Cost $56.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value $12.64M (+2.7%) Shares 25,251 (-1.6%) Est. Cost $430.17 Unrealized
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value $999K (-24.6%) Shares 80,474 (-23.9%) Est. Cost $13.35 Unrealized
ALTY GLOBAL X ALTERNATIVES INCOME ETF 0.0%
Value $628K (-34.0%) Shares 50,561 (-36.2%) Est. Cost $11.88 Unrealized
ADSK AUTODESK INCORPORATED 0.0%
Value $590K (-35.2%) Shares 3,034 (-20.2%) Est. Cost $263.08 Unrealized
GNRC GENERAC HLDGS INCORPORATED 0.0%
Value $1.093M (+40.4%) Shares 3,732 (-6.3%) Est. Cost $164.99 Unrealized
CRWV COREWEAVE INCORPORATED COM CLASS A 0.0%
Value $787K (-28.5%) Shares 7,909 (-44.4%) Est. Cost $105.58 Unrealized
MAA MID-AMER APT CMNTYS INCORPORATED REIT 0.1%
Value $2.849M (+12.2%) Shares 20,502 (-1.4%) Est. Cost $129.10 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value $3.945M (-7.2%) Shares 36,657 (-8.5%) Est. Cost $106.61 Unrealized
SJT SAN JUAN BASIN RTY T ROYALTY TRUST 0.0%
Value $499K (-37.4%) Shares 155,450 (-6.3%) Est. Cost $5.72 Unrealized
IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A 0.1%
Value $1.422M (+25.7%) Shares 16,332 (-3.1%) Est. Cost $62.22 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value $2.195M (-11.6%) Shares 9,954 (-5.3%) Est. Cost $236.35 Unrealized
STRL STERLING INFRASTRUCTURE INCORPORATED 0.0%
Value $544K (+97.9%) Shares 648 (-4.0%) Est. Cost $376.45 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value $11.99M (-2.2%) Shares 378,246 (-5.4%) Est. Cost $35.69 Unrealized
ADBE ADOBE INCORPORATED 0.0%
Value $365K (-42.3%) Shares 1,780 (-31.6%) Est. Cost $503.74 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value $838K (-24.2%) Shares 10,951 (-26.4%) Est. Cost $54.08 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $422K (-37.0%) Shares 7,088 (-42.1%) Est. Cost $50.46 Unrealized
WULF TERAWULF INC COMMON STOCK 0.0%
Value $693K (+55.6%) Shares 28,037 (-9.1%) Est. Cost $13.40 Unrealized
VIRTUS ARTIFICIAL INTELL 0.0%
Value $1.091M (+29.2%) Shares 38,858 (-1.4%) Est. Cost $22.08 Unrealized
PWR QUANTA SVCS INCORPORATED 0.1%
Value $1.357M (+22.2%) Shares 1,885 (-6.8%) Est. Cost $428.27 Unrealized
CIFR CIPHER DIGITAL INCORPORATED 0.0%
Value $535K (+83.6%) Shares 21,850 (-3.5%) Est. Cost $16.67 Unrealized
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.0%
Value $478K (-33.6%) Shares 23,772 (-34.8%) Est. Cost $19.96 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value $550K (+78.1%) Shares 12,203 (-6.0%) Est. Cost $21.88 Unrealized
JBL JABIL INCORPORATED 0.0%
Value $984K (+32.2%) Shares 2,552 (-8.9%) Est. Cost $136.40 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X ETF 0.0%
Value $296K (-43.7%) Shares 3,936 (-66.9%) Est. Cost $33.87 Unrealized
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.1%
Value $1.853M (-11.0%) Shares 84,836 (-8.3%) Est. Cost $19.83 Unrealized
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.1%
Value $1.281M (-15.0%) Shares 3,222 (-1.5%) Est. Cost $418.36 Unrealized
FTNT FORTINET INCORPORATED 0.0%
Value $485K (+75.8%) Shares 3,154 (-6.5%) Est. Cost $88.99 Unrealized
BPRO BITWISE PROFICIO CURRENCY DEBASEMENT ETF 0.0%
Value $282K (-42.4%) Shares 14,930 (-31.6%) Est. Cost $22.48 Unrealized
HD HOME DEPOT INCORPORATED 0.3%
Value $7.182M (-2.8%) Shares 20,363 (-9.3%) Est. Cost $344.48 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value $603K (+51.0%) Shares 16,166 (-3.9%) Est. Cost $20.17 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value $4.343M (-4.5%) Shares 29,634 (-4.1%) Est. Cost $167.86 Unrealized
CRH CRH PLC ORD 0.1%
Value $1.621M (-10.8%) Shares 15,151 (-12.4%) Est. Cost $86.04 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value $305K (-39.1%) Shares 3,037 (-38.8%) Est. Cost $104.98 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS 0.0%
Value $1.153M (-14.4%) Shares 10,098 (-11.1%) Est. Cost $113.15 Unrealized
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.1%
Value $3.156M (-5.8%) Shares 7,599 (-1.5%) Est. Cost $401.05 Unrealized
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value $705K (+37.3%) Shares 7,420 (-1.5%) Est. Cost $62.97 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $230K (-43.8%) Shares 1,209 (-44.1%) Est. Cost $218.12 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.1%
Value $1.995M (-8.2%) Shares 9,093 (-19.8%) Est. Cost $171.47 Unrealized
DFSV DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE 0.1%
Value $3.06M (+6.1%) Shares 78,895 (-4.2%) Est. Cost $31.39 Unrealized
MTN VAIL RESORTS INCORPORATED 0.0%
Value $521K (-25.3%) Shares 3,823 (-29.6%) Est. Cost $165.24 Unrealized
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value $350K (-32.8%) Shares 3,648 (-12.1%) Est. Cost $99.82 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value $2.733M (+6.5%) Shares 25,421 (-2.6%) Est. Cost $117.04 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value $1.133M (-12.2%) Shares 24,542 (-12.1%) Est. Cost $45.72 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.3%
Value $7.553M (+2.1%) Shares 78,300 (-1.9%) Est. Cost $82.95 Unrealized
ALL ALLSTATE CORPORATION 0.1%
Value $1.368M (+12.3%) Shares 5,748 (-2.1%) Est. Cost $175.82 Unrealized
IONQ IONQ INCORPORATED 0.0%
Value $395K (+54.3%) Shares 7,417 (-16.5%) Est. Cost $34.83 Unrealized
UAL UNITED AIRLS HLDGS INCORPORATED 0.0%
Value $447K (+44.1%) Shares 3,288 (-2.5%) Est. Cost $87.28 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value $543K (-20.0%) Shares 13,974 (-3.4%) Est. Cost $65.24 Unrealized
APP APPLOVIN CORPORATION COM CLASS A 0.0%
Value $992K (+15.6%) Shares 1,926 (-10.7%) Est. Cost $331.77 Unrealized
ILMN ILLUMINA INCORPORATED 0.0%
Value $459K (+40.2%) Shares 2,609 (-1.7%) Est. Cost $174.64 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value $486K (-21.2%) Shares 21,353 (-20.8%) Est. Cost $31.87 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $462K (-21.9%) Shares 740 (-3.3%) Est. Cost $889.85 Unrealized
XCLR GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF 0.0%
Value $823K (-13.4%) Shares 29,910 (-19.7%) Est. Cost $25.52 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.1%
Value $2.16M (+6.0%) Shares 38,219 (-1.4%) Est. Cost $52.30 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.0%
Value $886K (+15.5%) Shares 3,597 (-2.4%) Est. Cost $159.38 Unrealized
EMGF ISHARES EMG MRKTS EQTY FACTOR ETF 0.1%
Value $1.427M (+9.1%) Shares 19,473 (-10.0%) Est. Cost $50.99 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $832K (-12.3%) Shares 13,690 (-18.3%) Est. Cost $49.63 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.2%
Value $4.477M (-2.5%) Shares 30,532 (-3.9%) Est. Cost $152.81 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value $2.542M (+4.7%) Shares 26,318 (-1.9%) Est. Cost $81.04 Unrealized
CB CHUBB LIMITED 0.1%
Value $2.519M (-4.3%) Shares 7,394 (-8.4%) Est. Cost $286.95 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $2.175M (+5.3%) Shares 10,405 (-17.1%) Est. Cost $122.90 Unrealized
SLB SCHLUMBERGER LIMITED COM STK 0.0%
Value $821K (-11.5%) Shares 17,654 (-2.2%) Est. Cost $45.54 Unrealized
OWL BLUE OWL CAPITAL INCORPORATED COM CLASS A 0.0%
Value $585K (-15.3%) Shares 66,811 (-11.6%) Est. Cost $21.30 Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value $934K (-10.1%) Shares 4,927 (-6.5%) Est. Cost $190.39 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $510K (+25.9%) Shares 10,646 (-3.5%) Est. Cost $72.39 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $450K (+30.1%) Shares 8,534 (-18.7%) Est. Cost $33.86 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $2.092M (+5.2%) Shares 6,997 (-4.2%) Est. Cost $267.23 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value $573K (-14.7%) Shares 3,816 (-1.6%) Est. Cost $123.70 Unrealized
TFC TRUIST FINL CORPORATION 0.1%
Value $1.447M (+7.2%) Shares 29,046 (-1.1%) Est. Cost $38.72 Unrealized
AKRE PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF 0.0%
Value $377K (-20.4%) Shares 7,087 (-21.0%) Est. Cost $52.85 Unrealized
RY ROYAL BK CDA 0.0%
Value $458K (+26.5%) Shares 2,211 (-1.1%) Est. Cost $127.26 Unrealized
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value $1.068M (+9.8%) Shares 111,618 (-1.1%) Est. Cost $8.22 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value $247K (-27.1%) Shares 2,008 (-6.9%) Est. Cost $135.93 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.2%
Value $4.382M (+2.1%) Shares 12,370 (-1.1%) Est. Cost $258.96 Unrealized
ROIV ROIVANT SCIENCES LIMITED SHS 0.0%
Value $205K (-30.5%) Shares 5,792 (-45.6%) Est. Cost $19.73 Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $574K (-13.6%) Shares 11,296 (-15.0%) Est. Cost $61.89 Unrealized
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value $592K (+17.3%) Shares 5,787 (-9.8%) Est. Cost $75.88 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.1%
Value $2.141M (+4.1%) Shares 18,970 (-4.7%) Est. Cost $98.72 Unrealized
UDR UDR INCORPORATED REIT 0.0%
Value $588K (+16.2%) Shares 14,734 (-1.7%) Est. Cost $36.14 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value $385K (-17.5%) Shares 4,077 (-17.1%) Est. Cost $91.84 Unrealized
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value $341K (+31.0%) Shares 908 (-3.0%) Est. Cost $245.80 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value $942K (-7.8%) Shares 11,775 (-8.3%) Est. Cost $78.99 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT REIT 0.0%
Value $719K (+12.4%) Shares 10,581 (-2.1%) Est. Cost $55.44 Unrealized
ICF ISHARES TR COHEN STEER REIT 0.1%
Value $1.887M (+4.3%) Shares 27,900 (-4.6%) Est. Cost $61.89 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value $3.058M (-2.4%) Shares 57,516 (-2.3%) Est. Cost $52.29 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $251K (-22.8%) Shares 4,200 (-8.4%) Est. Cost $70.84 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $580K (-11.2%) Shares 7,909 (-31.9%) Est. Cost $59.47 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $2.861M (-2.5%) Shares 13,449 (-12.1%) Est. Cost $179.18 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value $860K (+9.3%) Shares 12,515 (-1.2%) Est. Cost $62.46 Unrealized
CLX CLOROX COMPANY DEL 0.0%
Value $238K (-23.2%) Shares 2,495 (-16.6%) Est. Cost $122.24 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $525K (-12.0%) Shares 10,019 (-7.4%) Est. Cost $44.64 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value $843K (+9.2%) Shares 5,120 (-3.3%) Est. Cost $137.05 Unrealized
EA ELECTRONIC ARTS INCORPORATED 0.0%
Value $542K (-11.6%) Shares 2,645 (-12.1%) Est. Cost $165.79 Unrealized
OEF ISHARES TR S&P 100 ETF 0.0%
Value $918K (+8.2%) Shares 2,509 (-5.9%) Est. Cost $302.37 Unrealized
DIS DISNEY WALT COMPANY 0.1%
Value $1.545M (-4.1%) Shares 16,048 (-4.0%) Est. Cost $96.64 Unrealized
ONDS ONDAS INCORPORATED COM NEW 0.0%
Value $107K (-38.1%) Shares 12,980 (-32.0%) Est. Cost $11.33 Unrealized
EXC EXELON CORPORATION 0.0%
Value $332K (-16.1%) Shares 7,127 (-11.8%) Est. Cost $38.01 Unrealized
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value $277K (+29.5%) Shares 2,881 (-2.4%) Est. Cost $71.65 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF 0.1%
Value $3.649M (+1.7%) Shares 99,054 (-6.2%) Est. Cost $27.07 Unrealized
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value $517K (+13.7%) Shares 4,404 (-2.6%) Est. Cost $87.67 Unrealized
GRAL GRAIL INCORPORATED 0.0%
Value $268K (+30.2%) Shares 3,924 (-1.5%) Est. Cost $86.40 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $378K (+19.5%) Shares 6,703 (-1.5%) Est. Cost $44.38 Unrealized
RKT ROCKET COMPANIES INCORPORATED COM CLASS A 0.0%
Value $236K (-20.7%) Shares 14,972 (-28.2%) Est. Cost $12.57 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value $904K (-6.3%) Shares 3,982 (-12.8%) Est. Cost $191.33 Unrealized
EQT EQT CORPORATION 0.0%
Value $207K (-22.7%) Shares 3,884 (-7.5%) Est. Cost $53.66 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.1%
Value $1.398M (-4.1%) Shares 12,821 (-4.2%) Est. Cost $109.29 Unrealized
RL RALPH LAUREN CORPORATION CLASS A 0.0%
Value $451K (+15.3%) Shares 1,123 (-1.1%) Est. Cost $296.30 Unrealized
XSW SPDR S&P SOFTWARE SERVICES ETF 0.0%
Value $394K (+17.5%) Shares 2,296 (-2.7%) Est. Cost $152.39 Unrealized
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value $305K (-16.0%) Shares 16,990 (-25.6%) Est. Cost $25.82 Unrealized
THRO ISHARES US THMATIC ROTATN ACT ETF 0.0%
Value $291K (-16.5%) Shares 6,759 (-29.9%) Est. Cost $36.11 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.0%
Value $227K (-20.3%) Shares 557 (-16.7%) Est. Cost $462.34 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $1.564M (+3.8%) Shares 15,042 (-3.5%) Est. Cost $88.65 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value $707K (+8.5%) Shares 3,158 (-1.6%) Est. Cost $243.96 Unrealized
PR PERMIAN RESOURCES CORPORATION CLASS A COM 0.0%
Value $241K (-18.5%) Shares 13,114 (-5.7%) Est. Cost $13.09 Unrealized
SPTM SPDR PORTFOLIO S P 1500 CMPST ST ETF 0.1%
Value $1.463M (+3.8%) Shares 16,114 (-9.6%) Est. Cost $78.95 Unrealized
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value $272K (+24.9%) Shares 442 (-1.6%) Est. Cost $459.24 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value $8.326M (-0.6%) Shares 88,653 (-1.9%) Est. Cost $88.27 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value $1.005M (-5.0%) Shares 13,512 (-7.0%) Est. Cost $41.45 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value $803K (-6.2%) Shares 21,839 (-3.4%) Est. Cost $29.90 Unrealized
DGX QUEST DIAGNOSTICS INCORPORATED 0.0%
Value $810K (+6.9%) Shares 3,823 (-1.2%) Est. Cost $142.21 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.1%
Value $1.375M (-3.6%) Shares 19,051 (-3.9%) Est. Cost $66.66 Unrealized
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 0.0%
Value $452K (-10.2%) Shares 4,218 (-7.0%) Est. Cost $97.76 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value $2.187M (-2.2%) Shares 11,807 (-14.6%) Est. Cost $140.51 Unrealized
PRN INVESCO DWA INDUSTRIALS MOMENTUM ETF 0.0%
Value $265K (+21.9%) Shares 1,016 (-9.0%) Est. Cost $194.57 Unrealized
ICVT ISHARES TR CONV BD ETF 0.0%
Value $319K (+17.2%) Shares 2,621 (-2.0%) Est. Cost $101.78 Unrealized
CI THE CIGNA GROUP 0.1%
Value $1.337M (-3.4%) Shares 4,852 (-6.5%) Est. Cost $310.12 Unrealized
GLDM SPDR GOLD MINISHARES ETV 0.0%
Value $233K (-16.7%) Shares 2,929 (-2.7%) Est. Cost $85.37 Unrealized
XMMO INVESCO S & P MIDCAP MOMENTUM ETF 0.0%
Value $1.152M (+4.1%) Shares 6,771 (-11.3%) Est. Cost $117.74 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value $223K (-16.8%) Shares 3,642 (-25.8%) Est. Cost $51.63 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $781K (+5.9%) Shares 2,752 (-5.2%) Est. Cost $177.46 Unrealized
VLUE ISHARES TR MSCI USA VALUE 0.0%
Value $250K (+21.0%) Shares 1,253 (-13.9%) Est. Cost $142.19 Unrealized
CAPE DOUBLELINE ETF TR SHILLER CAPE U S EQUITIES ETF 0.0%
Value $256K (-14.4%) Shares 7,900 (-18.6%) Est. Cost $28.97 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value $362K (+13.4%) Shares 1,637 (-2.8%) Est. Cost $182.42 Unrealized
MMM 3M COMPANY 0.0%
Value $878K (+4.9%) Shares 5,424 (-5.9%) Est. Cost $140.26 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value $349K (-10.4%) Shares 3,686 (-9.6%) Est. Cost $95.99 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value $327K (+14.0%) Shares 831 (-9.1%) Est. Cost $322.20 Unrealized
BLCR ISHARES LARGE CAP CORE ACTIVE ETF 0.0%
Value $268K (+17.6%) Shares 5,330 (-4.2%) Est. Cost $41.06 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $702K (-5.3%) Shares 2,229 (-1.2%) Est. Cost $324.24 Unrealized
KNSL KINSALE CAP GROUP INCORPORATED 0.0%
Value $299K (-11.5%) Shares 908 (-8.3%) Est. Cost $457.45 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $330K (-10.2%) Shares 719 (-5.1%) Est. Cost $440.78 Unrealized
ANET ARISTA NETWORKS INCORPORATED COM SHS 0.0%
Value $1.118M (-3.2%) Shares 6,582 (-30.1%) Est. Cost $111.25 Unrealized
FJAN FT VEST U.S. EQUITY BUFFER - JANUARY 0.0%
Value $612K (+6.4%) Shares 11,110 (-2.6%) Est. Cost $46.63 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value $259K (-12.4%) Shares 3,446 (-18.1%) Est. Cost $69.43 Unrealized
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.1%
Value $2.161M (+1.7%) Shares 34,367 (-5.0%) Est. Cost $40.50 Unrealized
KHPI KENSINGTON HEDGED PREM INC ETF 0.0%
Value $268K (-11.6%) Shares 10,388 (-17.1%) Est. Cost $25.54 Unrealized
BLK BLACKROCK INCORPORATED 0.0%
Value $1.102M (-3.1%) Shares 1,146 (-3.0%) Est. Cost $1060.74 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.0%
Value $232K (-13.0%) Shares 1,318 (-2.1%) Est. Cost $159.83 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value $246K (+15.6%) Shares 847 (-1.1%) Est. Cost $273.99 Unrealized
SMR NUSCALE PWR CORPORATION CLASS A COM 0.0%
Value $232K (-12.3%) Shares 23,138 (-5.2%) Est. Cost $23.01 Unrealized
VST VISTRA CORPORATION 0.0%
Value $893K (+3.8%) Shares 5,630 (-1.7%) Est. Cost $168.65 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value $283K (+12.5%) Shares 4,122 (-1.3%) Est. Cost $48.45 Unrealized
FSEP FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER 0.0%
Value $758K (-3.8%) Shares 13,755 (-12.1%) Est. Cost $51.56 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value $276K (-9.5%) Shares 3,151 (-5.7%) Est. Cost $70.21 Unrealized
VFLO VICTORYSHARES FREE CASH FLOW ETF 0.0%
Value $697K (-4.0%) Shares 15,236 (-17.1%) Est. Cost $37.72 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value $811K (-3.3%) Shares 16,067 (-3.6%) Est. Cost $50.52 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $1.118M (-2.4%) Shares 18,109 (-7.6%) Est. Cost $42.38 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X ETF 0.0%
Value $427K (-5.8%) Shares 1,576 (-35.7%) Est. Cost $174.01 Unrealized
TOL TOLL BROTHERS INCORPORATED 0.0%
Value $412K (+6.5%) Shares 2,498 (-11.8%) Est. Cost $114.50 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value $632K (-3.8%) Shares 4,960 (-11.2%) Est. Cost $117.66 Unrealized
DDFS INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF 0.0%
Value $894K (+2.8%) Shares 40,679 (-1.2%) Est. Cost $20.89 Unrealized
RACE FERRARI N V 0.0%
Value $329K (+7.9%) Shares 884 (-1.9%) Est. Cost $455.01 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value $302K (+8.6%) Shares 3,963 (-2.3%) Est. Cost $68.47 Unrealized
FOCT FT Vest US Equity Buffer ETF October 0.0%
Value $464K (+5.4%) Shares 8,872 (-3.9%) Est. Cost $44.92 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value $662K (-3.3%) Shares 11,360 (-13.0%) Est. Cost $53.37 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.0%
Value $907K (-2.4%) Shares 9,853 (-2.2%) Est. Cost $96.83 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value $1.489M (-1.4%) Shares 29,451 (-1.3%) Est. Cost $50.37 Unrealized
CW CURTISS WRIGHT CORPORATION 0.0%
Value $211K (-9.0%) Shares 279 (-18.2%) Est. Cost $650.76 Unrealized
FINV FINVOLUTION GROUP F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value $59,348 (-25.6%) Shares 12,390 (-25.6%) Est. Cost $6.87 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value $303K (+6.6%) Shares 8,395 (-7.4%) Est. Cost $32.16 Unrealized
CAVA CAVA GROUP INCORPORATED 0.0%
Value $268K (-6.4%) Shares 3,411 (-3.5%) Est. Cost $114.76 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value $388K (+4.1%) Shares 948 (-9.4%) Est. Cost $317.27 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value $269K (+5.9%) Shares 2,887 (-4.1%) Est. Cost $84.44 Unrealized
KRYS KRYSTAL BIOTECH INCORPORATED 0.0%
Value $344K (-4.1%) Shares 926 (-33.4%) Est. Cost $272.40 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value $720K (-2.0%) Shares 4,134 (-3.3%) Est. Cost $97.73 Unrealized
AQN ALGONQUIN PWR UTILS CORPORATION 0.0%
Value $103K (-12.5%) Shares 17,660 (-8.3%) Est. Cost $5.18 Unrealized
IFEB INNOVATOR INTL DEVELOPED PWR BUFFER ETF FEBRUARY 0.0%
Value $406K (+3.6%) Shares 12,987 (-1.2%) Est. Cost $29.81 Unrealized
XIFR XPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT 0.0%
Value $215K (+7.1%) Shares 18,186 (-3.7%) Est. Cost $24.38 Unrealized
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value $445K (+3.2%) Shares 10,329 (-1.5%) Est. Cost $38.45 Unrealized
MARM FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH 0.1%
Value $1.511M (+0.9%) Shares 44,259 (-1.0%) Est. Cost $30.66 Unrealized
TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY 0.0%
Value $946K (+1.4%) Shares 31,285 (-1.5%) Est. Cost $27.64 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value $792K (-1.6%) Shares 18,205 (-1.2%) Est. Cost $38.25 Unrealized
EATON VANCE TAX-MANAGED GLOBAL 0.0%
Value $117K (+11.6%) Shares 11,931 (-1.5%) Est. Cost $9.53 Unrealized
PSKY PARAMOUNT SKYDANCE CORPORATION COM CLASS B 0.0%
Value $162K (+8.0%) Shares 16,450 (-1.2%) Est. Cost $13.61 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $288K (-4.0%) Shares 57,636 (-1.9%) Est. Cost $6.20 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.1%
Value $1.994M (+0.6%) Shares 25,210 (-4.1%) Est. Cost $69.97 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value $404K (-2.8%) Shares 13,251 (-3.3%) Est. Cost $31.34 Unrealized
EQWL INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value $1.118M (-1.0%) Shares 8,668 (-11.6%) Est. Cost $90.54 Unrealized
OPEN OPENDOOR TECHNOLOGIES INCORPORATED 0.0%
Value $65,835 (-14.4%) Shares 14,250 (-13.3%) Est. Cost $4.33 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $254K (-4.1%) Shares 4,299 (-3.1%) Est. Cost $59.98 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTR ETF 0.0%
Value $337K (-3.0%) Shares 4,938 (-8.3%) Est. Cost $57.81 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value $200K (-4.6%) Shares 3,951 (-5.8%) Est. Cost $49.99 Unrealized
DDFO INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF 0.0%
Value $310K (+3.2%) Shares 13,777 (-1.7%) Est. Cost $21.62 Unrealized
DYNF BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value $1.164M (-0.8%) Shares 17,115 (-15.1%) Est. Cost $51.16 Unrealized
ALT ALTIMMUNE INCORPORATED COM NEW 0.0%
Value $226K (-3.9%) Shares 74,500 (-2.6%) Est. Cost $4.63 Unrealized
ITW ILLINOIS TOOL WKS INCORPORATED 0.0%
Value $716K (+1.3%) Shares 2,648 (-2.5%) Est. Cost $235.75 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value $324K (+2.8%) Shares 940 (-4.3%) Est. Cost $354.58 Unrealized
PWV INVESCO LARGE CAP VALUE ETF 0.0%
Value $255K (+3.5%) Shares 3,367 (-4.8%) Est. Cost $69.70 Unrealized
DOV DOVER CORPORATION 0.0%
Value $211K (+4.3%) Shares 943 (-3.1%) Est. Cost $214.66 Unrealized
FDV FEDERATED HERMS U S STRG DIV ETF 0.0%
Value $352K (-2.4%) Shares 11,217 (-4.2%) Est. Cost $25.85 Unrealized
MFLX FIRST TR EXCHANGE TRADED FD VIII FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF 0.0%
Value $501K (-1.6%) Shares 28,833 (-4.9%) Est. Cost $16.83 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $211K (-3.6%) Shares 3,746 (-2.4%) Est. Cost $57.08 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value $233K (-3.3%) Shares 4,034 (-3.6%) Est. Cost $64.41 Unrealized
GSAT GLOBALSTAR INCORPORATED COM NEW 0.0%
Value $279K (+2.9%) Shares 3,426 (-15.9%) Est. Cost $55.22 Unrealized
WEC WEC ENERGY GROUP INCORPORATED 0.0%
Value $232K (-3.1%) Shares 1,986 (-4.0%) Est. Cost $109.91 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value $274K (+2.6%) Shares 11,040 (-6.4%) Est. Cost $27.32 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDX ETF 0.0%
Value $353K (-1.8%) Shares 3,545 (-14.7%) Est. Cost $86.52 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value $299K (+2.1%) Shares 6,759 (-3.7%) Est. Cost $41.69 Unrealized
ITA ISHARES TR US AER DEF ETF 0.1%
Value $1.36M (+0.5%) Shares 5,609 (-9.4%) Est. Cost $163.52 Unrealized
VLO VALERO ENERGY CORPORATION 0.1%
Value $1.297M (+0.5%) Shares 4,980 (-4.7%) Est. Cost $142.59 Unrealized
BLACKROCK HEALTH SCIENCE 0.0%
Value $161K (-3.4%) Shares 10,516 (-9.6%) Est. Cost $14.40 Unrealized
YJUN FT VEST INTRNL EQT MDRT BFR ETF 0.0%
Value $419K (-1.1%) Shares 15,638 (-5.0%) Est. Cost $23.28 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.0%
Value $291K (-1.4%) Shares 3,501 (-2.6%) Est. Cost $80.81 Unrealized
BBAI BIGBEAR AI HLDGS INCORPORATED 0.0%
Value $44,554 (-8.2%) Shares 12,140 (-12.0%) Est. Cost $3.89 Unrealized
ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR APRIL 0.0%
Value $373K (+0.9%) Shares 14,008 (-1.2%) Est. Cost $25.05 Unrealized
SNOV FT Vest U.S. Small Cap Moderate Buffer ETF - November 0.0%
Value $401K (-0.6%) Shares 14,799 (-8.9%) Est. Cost $22.46 Unrealized
TFI SPDR SERIES TRUST SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value $571K (-0.4%) Shares 12,464 (-1.4%) Est. Cost $45.71 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value $820K (-0.2%) Shares 35,390 (-7.8%) Est. Cost $20.60 Unrealized
BBUS J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF 0.0%
Value $1.156M (+0.1%) Shares 8,577 (-13.0%) Est. Cost $102.69 Unrealized
SNPS SYNOPSYS INCORPORATED 0.0%
Value $404K (-0.2%) Shares 905 (-11.3%) Est. Cost $520.71 Unrealized

Unchanged Positions (178)

AVGO BROADCOM INCORPORATED 1.2%
Value $29.78M Shares 78,823 Est. Cost $213.97 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.1%
Value $28.2M Shares 833,309 Est. Cost $38.12 Unrealized
LAMR LAMAR ADVERTISING COMPANY NEW CLASS A REIT 0.6%
Value $15.18M Shares 97,306 Est. Cost $122.42 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.3%
Value $6.674M Shares 56,818 Est. Cost $56.11 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.5%
Value $12.67M Shares 278,391 Est. Cost $19.96 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.8%
Value $19.62M Shares 59,945 Est. Cost $235.91 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.2%
Value $5.915M Shares 31,047 Est. Cost $174.31 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.2%
Value $5.651M Shares 34,985 Est. Cost $110.14 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.2%
Value $5.098M Shares 51,858 Est. Cost $74.74 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.3%
Value $6.34M Shares 22,545 Est. Cost $188.21 Unrealized
VV VANGUARD LARGE-CAP ETF 0.3%
Value $6.954M Shares 20,220 Est. Cost $294.01 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value $5.259M Shares 142,630 Est. Cost $37.46 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value $4.381M Shares 36,821 Est. Cost $95.07 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value $4.503M Shares 30,365 Est. Cost $113.91 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value $4.923M Shares 10,023 Est. Cost $251.22 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.3%
Value $7.035M Shares 55,062 Est. Cost $101.58 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value $9.354M Shares 10,000 Est. Cost $751.68 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.3%
Value $7.719M Shares 7,892 Est. Cost $429.07 Unrealized
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.1%
Value $3.081M Shares 12,891 Est. Cost $197.33 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.3%
Value $8.677M Shares 54,906 Est. Cost $139.25 Unrealized
FIX COMFORT SYSTEMS USA INCORPORATED 0.1%
Value $1.865M Shares 941 Est. Cost $500.53 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.2%
Value $4.284M Shares 112,909 Est. Cost $33.89 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.3%
Value $6.671M Shares 69,767 Est. Cost $88.95 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value $3.425M Shares 26,794 Est. Cost $111.85 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.4%
Value $9.947M Shares 113,334 Est. Cost $70.65 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.2%
Value $4.57M Shares 54,572 Est. Cost $67.57 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value $4.06M Shares 25,870 Est. Cost $125.34 Unrealized
ESS ESSEX PROPERTY TR INCORPORATED REIT 0.1%
Value $2.98M Shares 10,218 Est. Cost $211.17 Unrealized
BA BOEING COMPANY 0.2%
Value $5.48M Shares 25,316 Est. Cost $202.45 Unrealized
RIOT RIOT PLATFORMS INCORPORATED 0.0%
Value $780K Shares 28,484 Est. Cost $14.95 Unrealized
HCA HCA HEALTHCARE INCORPORATED 0.1%
Value $1.925M Shares 4,937 Est. Cost $354.48 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.1%
Value $2.185M Shares 15,609 Est. Cost $63.07 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.1%
Value $2.143M Shares 22,889 Est. Cost $65.79 Unrealized
IUSG ISHARES TR CORE S&P US GWT 0.1%
Value $2.206M Shares 11,727 Est. Cost $146.25 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.1%
Value $2.299M Shares 28,451 Est. Cost $51.17 Unrealized
ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF 0.1%
Value $2.85M Shares 17,348 Est. Cost $141.34 Unrealized
GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF 0.1%
Value $2.159M Shares 36,402 Est. Cost $49.49 Unrealized
TDIV FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value $1.871M Shares 16,284 Est. Cost $76.25 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value $3.276M Shares 63,266 Est. Cost $41.75 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW 0.1%
Value $2.004M Shares 77,221 Est. Cost $41.08 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value $2.343M Shares 9,665 Est. Cost $205.80 Unrealized
COHR COHERENT CORPORATION 0.0%
Value $678K Shares 1,720 Est. Cost $153.84 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value $1.738M Shares 5,673 Est. Cost $262.81 Unrealized
DE DEERE & COMPANY 0.1%
Value $2.215M Shares 3,491 Est. Cost $417.48 Unrealized
FAI FIRST TRUST BLMRG ARTIF INTEL ETF 0.0%
Value $802K Shares 14,750 Est. Cost $27.61 Unrealized
RKLB ROCKET LAB CORPORATION 0.0%
Value $667K Shares 6,560 Est. Cost $79.27 Unrealized
AOR ISHARES TR CORE 60/40 BALAN 0.1%
Value $2.785M Shares 40,074 Est. Cost $63.30 Unrealized
UNP UNION PAC CORPORATION 0.1%
Value $1.956M Shares 7,191 Est. Cost $221.31 Unrealized
IGM ISHARES TR EXPND TEC SC ETF 0.0%
Value $767K Shares 4,686 Est. Cost $95.95 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value $1.776M Shares 2,525 Est. Cost $591.15 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $723K Shares 19,578 Est. Cost $35.12 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.1%
Value $1.454M Shares 5,855 Est. Cost $268.20 Unrealized
WELL WELLTOWER INCORPORATED REIT 0.1%
Value $1.496M Shares 6,590 Est. Cost $147.05 Unrealized
AIQ GLOBAL X ARTIFICIAL iNTELLIGENCE & TECHNOLOGY 0.0%
Value $620K Shares 9,450 Est. Cost $49.98 Unrealized
WPM WHEATON PRECIOUS METALS CORPORATION 0.0%
Value $1.087M Shares 9,677 Est. Cost $63.03 Unrealized
MSFT MICROSOFT CORPORATION 1.4%
Value $35.83M Shares 96,066 Est. Cost $414.37 Unrealized
MPC MARATHON PETE CORPORATION 0.1%
Value $3.32M Shares 12,984 Est. Cost $173.93 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.0%
Value $1.198M Shares 33,996 Est. Cost $31.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A 0.2%
Value $3.744M Shares 5 Est. Cost $692527.00 Unrealized
CM CANADIAN IMPERIAL BK COMM 0.0%
Value $853K Shares 7,415 Est. Cost $75.37 Unrealized
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK 0.0%
Value $671K Shares 48,389 Est. Cost $2.98 Unrealized
TGTX TG THERAPEUTICS INCORPORATED 0.0%
Value $351K Shares 6,384 Est. Cost $29.66 Unrealized
FDX FEDEX CORPORATION 0.0%
Value $1.044M Shares 3,336 Est. Cost $247.84 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value $3.684M Shares 7,172 Est. Cost $441.24 Unrealized
SPXC SPX TECHNOLOGIES INCORPORATED 0.0%
Value $695K Shares 2,833 Est. Cost $199.94 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES 0.0%
Value $785K Shares 2,868 Est. Cost $236.35 Unrealized
WSM WILLIAMS SONOMA INCORPORATED 0.0%
Value $486K Shares 2,085 Est. Cost $176.23 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value $338K Shares 5,234 Est. Cost $45.51 Unrealized
F FORD MTR COMPANY 0.0%
Value $597K Shares 42,982 Est. Cost $11.53 Unrealized
FDEC FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER 0.0%
Value $1.131M Shares 20,758 Est. Cost $46.89 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value $820K Shares 7,433 Est. Cost $86.69 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value $656K Shares 22,252 Est. Cost $25.25 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value $344K Shares 1,585 Est. Cost $168.00 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $531K Shares 6,832 Est. Cost $66.58 Unrealized
AIT APPLIED INDL TECHNOLOGIES INCORPORATED 0.0%
Value $382K Shares 1,131 Est. Cost $218.84 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.1%
Value $1.559M Shares 23,071 Est. Cost $62.65 Unrealized
SIRI SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK 0.0%
Value $353K Shares 11,942 Est. Cost $22.81 Unrealized
DRI DARDEN RESTAURANTS INCORPORATED 0.1%
Value $1.672M Shares 8,116 Est. Cost $186.12 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 0.0%
Value $546K Shares 3,339 Est. Cost $118.55 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value $350K Shares 1,806 Est. Cost $154.14 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value $599K Shares 2,264 Est. Cost $271.94 Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $773K Shares 13,674 Est. Cost $49.57 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $890K Shares 8,652 Est. Cost $81.95 Unrealized
NTRS NORTHERN TR CORPORATION 0.0%
Value $312K Shares 1,792 Est. Cost $128.11 Unrealized
SRH TOTAL RETURN FUND INCORPORATED 0.1%
Value $1.303M Shares 72,775 Est. Cost $14.84 Unrealized
PDCC PEARL DIVER CREDIT CO IN 0.0%
Value $839K Shares 84,215 Est. Cost $19.61 Unrealized
RDIV INVESCO S P ULTRA DIVIDEND REV ETF 0.1%
Value $1.291M Shares 22,260 Est. Cost $45.18 Unrealized
ATAI ATAIBECKLEY INCORPORATED COM SHS 0.0%
Value $158K Shares 30,007 Est. Cost $3.85 Unrealized
FR FIRST INDL RLTY TR INCORPORATED REIT 0.0%
Value $855K Shares 13,940 Est. Cost $50.46 Unrealized
CGAU CENTERRA GOLD INC F 0.0%
Value $397K Shares 25,009 Est. Cost $17.60 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value $258K Shares 2,203 Est. Cost $103.54 Unrealized
WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 0.1%
Value $1.285M Shares 16,080 Est. Cost $77.15 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.0%
Value $408K Shares 6,144 Est. Cost $59.19 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value $252K Shares 3,648 Est. Cost $55.64 Unrealized
BUL PACER US CASH COWS GROWTH ETF 0.0%
Value $519K Shares 8,806 Est. Cost $54.06 Unrealized
CFR CULLEN FROST BANKERS INCORPORATED 0.0%
Value $389K Shares 2,520 Est. Cost $126.93 Unrealized
OZ BELPOINTE PREP LLC CLASS A 0.0%
Value $242K Shares 5,337 Est. Cost $66.96 Unrealized
VFQY VANGUARD WELLINGTON FD U S QUALITY FACTOR ETF 0.0%
Value $341K Shares 2,000 Est. Cost $141.90 Unrealized
DFAC DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF 0.0%
Value $353K Shares 7,966 Est. Cost $34.59 Unrealized
ETR ENTERGY CORPORATION NEW 0.1%
Value $1.331M Shares 11,584 Est. Cost $92.92 Unrealized
GATX GATX CORPORATION 0.1%
Value $1.251M Shares 7,061 Est. Cost $146.91 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP 0.0%
Value $751K Shares 14,989 Est. Cost $46.48 Unrealized
MET METLIFE INCORPORATED 0.0%
Value $250K Shares 2,957 Est. Cost $78.87 Unrealized
PNFP PINNACLE FINL PARTNERS INCORPORATED 0.0%
Value $263K Shares 2,605 Est. Cost $97.40 Unrealized
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.0%
Value $529K Shares 3,806 Est. Cost $195.52 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value $195K Shares 14,111 Est. Cost $11.28 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $247K Shares 3,300 Est. Cost $69.26 Unrealized
ABNB AIRBNB INCORPORATED COM CLASS A 0.0%
Value $295K Shares 2,059 Est. Cost $124.73 Unrealized
SUSL ISHARES TRUST ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value $247K Shares 1,862 Est. Cost $117.18 Unrealized
HL HECLA MINING COMPANY 0.0%
Value $166K Shares 10,772 Est. Cost $5.20 Unrealized
ILCB ISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF 0.0%
Value $254K Shares 2,450 Est. Cost $81.17 Unrealized
FFEB FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF FEB 0.0%
Value $400K Shares 6,563 Est. Cost $50.14 Unrealized
RPC P10 INCORPORATED COM CLASS A 0.0%
Value $403K Shares 51,270 Est. Cost $11.09 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value $301K Shares 2,038 Est. Cost $124.11 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value $1.455M Shares 19,425 Est. Cost $70.01 Unrealized
FSK FS KKR CAP CORPORATION 0.0%
Value $1.095M Shares 104,332 Est. Cost $15.73 Unrealized
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.0%
Value $258K Shares 7,232 Est. Cost $31.46 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $234K Shares 1,674 Est. Cost $121.93 Unrealized
UTHR UNITED THERAPEUTICS CORPORATION DEL 0.0%
Value $313K Shares 578 Est. Cost $366.17 Unrealized
FMAR FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF MARCH 0.0%
Value $371K Shares 7,103 Est. Cost $44.84 Unrealized
RJF RAYMOND JAMES FINL INCORPORATED 0.0%
Value $623K Shares 4,095 Est. Cost $161.25 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value $478K Shares 17,653 Est. Cost $28.71 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value $266K Shares 19,694 Est. Cost $10.57 Unrealized
FNOV FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER 0.0%
Value $285K Shares 4,866 Est. Cost $47.35 Unrealized
BWXT BWX TECHNOLOGIES INCORPORATED 0.0%
Value $422K Shares 2,168 Est. Cost $187.42 Unrealized
GFEB FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY 0.0%
Value $361K Shares 8,189 Est. Cost $38.21 Unrealized
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 0.0%
Value $183K Shares 13,647 Est. Cost $12.78 Unrealized
PBMR PGIM S&P 500 BUFFER 20 ETF - MARCH 0.0%
Value $391K Shares 12,182 Est. Cost $30.32 Unrealized
IR INGERSOLL RAND INCORPORATED 0.0%
Value $845K Shares 10,302 Est. Cost $81.72 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.4%
Value $10.83M Shares 109,462 Est. Cost $99.29 Unrealized
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value $358K Shares 5,653 Est. Cost $59.74 Unrealized
IRT INDEPENDENCE RLTY TR INCORPORATED REIT 0.0%
Value $185K Shares 11,062 Est. Cost $17.48 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value $463K Shares 4,782 Est. Cost $92.35 Unrealized
IDEV ISHARES TR CORE MSCI INTL 0.0%
Value $283K Shares 3,184 Est. Cost $83.57 Unrealized
WPC WP CAREY INCORPORATED REIT 0.0%
Value $308K Shares 4,304 Est. Cost $59.26 Unrealized
AMP AMERIPRISE FINL INCORPORATED 0.0%
Value $427K Shares 930 Est. Cost $475.63 Unrealized
CCJ CAMECO CORPORATION 0.0%
Value $234K Shares 2,294 Est. Cost $89.94 Unrealized
SSB SOUTHSTATE BANK CORPORATION 0.0%
Value $233K Shares 2,334 Est. Cost $91.95 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value $234K Shares 3,719 Est. Cost $54.80 Unrealized
FE FIRSTENERGY CORPORATION 0.0%
Value $245K Shares 5,157 Est. Cost $47.09 Unrealized
BUYW MAIN BUYWRITE ETF 0.0%
Value $427K Shares 29,520 Est. Cost $13.87 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value $657K Shares 13,548 Est. Cost $47.54 Unrealized
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value $293K Shares 37,182 Est. Cost $8.10 Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value $231K Shares 4,991 Est. Cost $43.81 Unrealized
JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF 6 MO JAN/JUL 0.0%
Value $424K Shares 14,186 Est. Cost $28.65 Unrealized
TRP TC ENERGY CORPORATION 0.0%
Value $249K Shares 3,750 Est. Cost $46.42 Unrealized
FSOL FIDELITY SOLANA FUND 0.0%
Value $92,904 Shares 10,728 Est. Cost $9.75 Unrealized
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value $213K Shares 5,572 Est. Cost $39.35 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $1.295M Shares 119,107 Est. Cost $11.93 Unrealized
FEP FIRST TRUST EUROPE ALPHADEX ETF 0.0%
Value $247K Shares 4,332 Est. Cost $53.75 Unrealized
HTGC HERCULES CAPITAL INCORPORATED 0.0%
Value $158K Shares 10,032 Est. Cost $17.50 Unrealized
CION CION INVESTMENT CORPORATION COMMON STOCK 0.0%
Value $90,123 Shares 14,466 Est. Cost $9.66 Unrealized
ATYR ATYR PHARMA INCORPORATED COM NEW 0.0%
Value $31,034 Shares 52,000 Est. Cost $0.82 Unrealized
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.2%
Value $4.827M Shares 16,463 Est. Cost $254.48 Unrealized
QEFA SPDR INDEX SHARES FUNDS SPDR MSCI EAFE STRATEGICFACTRS ETF 0.0%
Value $299K Shares 3,117 Est. Cost $85.70 Unrealized
GAMCO NAT RES GOLD & INCOME TR SH BEN INT 0.0%
Value $316K Shares 38,800 Est. Cost $5.45 Unrealized
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND 0.0%
Value $152K Shares 13,000 Est. Cost $11.40 Unrealized
PMJA PGIM S&P 500 MAX BUFFER ETF - JANUARY 0.0%
Value $295K Shares 10,767 Est. Cost $26.68 Unrealized
ROST ROSS STORES INCORPORATED 0.0%
Value $254K Shares 1,193 Est. Cost $166.60 Unrealized
ZMAR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH 0.0%
Value $217K Shares 7,683 Est. Cost $25.77 Unrealized
MSMR MCELHENNY SHEFFIELD MANAGED RISK ETF 0.0%
Value $236K Shares 6,725 Est. Cost $34.49 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value $767K Shares 9,056 Est. Cost $52.64 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $487K Shares 16,213 Est. Cost $29.55 Unrealized
DLR DIGITAL RLTY TR INCORPORATED REIT 0.0%
Value $732K Shares 4,078 Est. Cost $123.95 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $466K Shares 2,381 Est. Cost $173.39 Unrealized
ABTC AMERICAN BITCOIN CORP CLASS A 0.0%
Value $8,143 Shares 11,955 Est. Cost $1.45 Unrealized
GBDC GOLUB CAP BDC INCORPORATED 0.0%
Value $135K Shares 10,482 Est. Cost $14.01 Unrealized
BLD TOPBUILD CORPORATION 0.0%
Value $397K Shares 1,119 Est. Cost $399.90 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value $364K Shares 9,038 Est. Cost $41.68 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC CLASS A COMMON STOCK 0.0%
Value $67,689 Shares 12,420 Est. Cost $5.63 Unrealized
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $221K Shares 4,200 Est. Cost $52.19 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value $294K Shares 3,193 Est. Cost $92.74 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.1%
Value $1.246M Shares 23,765 Est. Cost $51.47 Unrealized
CCO CLEAR CHANNEL OUTDOOR HL 0.0%
Value $32,692 Shares 13,509 Est. Cost $2.20 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value $258K Shares 11,644 Est. Cost $22.04 Unrealized
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value $58,635 Shares 15,762 Est. Cost $3.76 Unrealized
FIRST TR SR FLTG RATE INCOME F 0.0%
Value $165K Shares 17,097 Est. Cost $10.14 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value $996K Shares 19,678 Est. Cost $50.65 Unrealized