CGC Financial Services, LLC Diversified Active

CIK: 0001992785 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 23, 2024

Total Value ($000): $190,982 (100.0% shares, 0.0% debt)

Holdings (360)

SCHD SCHWAB STRATEGIC TR 28.7%
Value ($000) $54,835 Shares 680,082 Est. Cost $73.40 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 16.2%
Value ($000) $30,862 Shares 551,394 Est. Cost $52.97 Unrealized
IEFA ISHARES TR 16.1%
Value ($000) $30,776 Shares 414,660 Est. Cost $67.75 Unrealized
AVUV AMERICAN CENTY ETF TR 12.0%
Value ($000) $22,934 Shares 244,729 Est. Cost $78.18 Unrealized
IMTM ISHARES TR 5.6%
Value ($000) $10,644 Shares 271,311 Est. Cost $33.20 Unrealized
NULV NUSHARES ETF TR 3.1%
Value ($000) $5,877 Shares 151,235 Est. Cost $35.10 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $2,688 Shares 15,678 Est. Cost $172.54 Unrealized +4.5%
NUSC NUSHARES ETF TR 1.1%
Value ($000) $2,131 Shares 51,226 Est. Cost $37.10 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,195 Shares 48,568 Est. Cost $24.71 Unrealized
BIV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,186 Shares 15,727 Est. Cost $75.23 Unrealized
NKE NIKE INC 0.6%
Value ($000) $1,167 Shares 12,414 Est. Cost $111.33 Unrealized -12.1%
DGRO ISHARES TR 0.6%
Value ($000) $1,106 Shares 19,048 Est. Cost $53.78 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,038 Shares 2,468 Est. Cost $312.26 Unrealized +27.9%
VUSB VANGUARD BD INDEX FDS 0.5%
Value ($000) $937 Shares 18,904 Est. Cost $49.16 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $927 Shares 5,692 Est. Cost $142.10 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.5%
Value ($000) $911 Shares 20,110 Est. Cost $46.04 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $844 Shares 8,398 Est. Cost $99.76 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $769 Shares 3,207 Est. Cost $202.72 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $717 Shares 2,083 Est. Cost $292.69 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $672 Shares 13,469 Est. Cost $49.64 Unrealized
LDUR PIMCO ETF TR 0.3%
Value ($000) $667 Shares 7,027 Est. Cost $93.96 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $642 Shares 12,703 Est. Cost $50.30 Unrealized
IMCG ISHARES TR 0.3%
Value ($000) $620 Shares 8,768 Est. Cost $62.64 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $557 Shares 6,974 Est. Cost $72.50 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $523 Shares 5,088 Est. Cost $95.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $518 Shares 12,391 Est. Cost $40.74 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $443 Shares 2,210 Est. Cost $141.77 Unrealized +22.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $398 Shares 2,513 Est. Cost $148.62 Unrealized +1.1%
IVV ISHARES TR 0.2%
Value ($000) $384 Shares 731 Est. Cost $477.82 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $380 Shares 3,023 Est. Cost $100.39 Unrealized +11.9%
COLM COLUMBIA SPORTSWEAR CO 0.2%
Value ($000) $378 Shares 4,655 Est. Cost $77.04 Unrealized -0.3%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $370 Shares 7,938 Est. Cost $47.09 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $365 Shares 1,901 Est. Cost $165.40 Unrealized
GNR SPDR INDEX SHS FDS 0.2%
Value ($000) $361 Shares 6,240 Est. Cost $54.50 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $346 Shares 1,975 Est. Cost $170.56 Unrealized -7.8%
CSX CSX CORP 0.2%
Value ($000) $307 Shares 8,271 Est. Cost $30.43 Unrealized +16.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $302 Shares 1,913 Est. Cost $142.30 Unrealized -2.3%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $298 Shares 3,450 Est. Cost $83.56 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $288 Shares 752 Est. Cost $279.98 Unrealized +24.5%
ADBE ADOBE INC 0.1%
Value ($000) $286 Shares 567 Est. Cost $407.95 Unrealized +40.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $285 Shares 1,247 Est. Cost $198.89 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $275 Shares 376 Est. Cost $493.57 Unrealized +43.2%
EEM ISHARES TR 0.1%
Value ($000) $270 Shares 6,582 Est. Cost $39.56 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $256 Shares 5,134 Est. Cost $45.51 Unrealized +3.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $251 Shares 2,159 Est. Cost $99.27 Unrealized -1.2%
IEMG ISHARES INC 0.1%
Value ($000) $231 Shares 4,480 Est. Cost $50.57 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $215 Shares 1,047 Est. Cost $178.27 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $209 Shares 3,051 Est. Cost $52.23 Unrealized +23.1%
MRK MERCK & CO INC 0.1%
Value ($000) $184 Shares 1,394 Est. Cost $104.47 Unrealized +10.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $181 Shares 1,982 Est. Cost $97.26 Unrealized -8.9%
ABBV ABBVIE INC 0.1%
Value ($000) $168 Shares 922 Est. Cost $136.28 Unrealized +18.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $165 Shares 913 Est. Cost $118.58 Unrealized +40.8%
INTC INTEL CORP 0.1%
Value ($000) $163 Shares 3,689 Est. Cost $30.97 Unrealized +42.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $162 Shares 5,554 Est. Cost $26.35 Unrealized
WWD WOODWARD INC 0.1%
Value ($000) $160 Shares 1,035 Est. Cost $104.23 Unrealized +33.6%
CHE CHEMED CORP NEW 0.1%
Value ($000) $155 Shares 241 Est. Cost $541.43 Unrealized +11.4%
DE DEERE & CO 0.1%
Value ($000) $152 Shares 371 Est. Cost $367.88 Unrealized +1.3%
IJR ISHARES TR 0.1%
Value ($000) $149 Shares 1,348 Est. Cost $99.65 Unrealized
HUBB HUBBELL INC 0.1%
Value ($000) $148 Shares 356 Est. Cost $267.20 Unrealized +32.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $139 Shares 240 Est. Cost $527.48 Unrealized +5.7%
BA BOEING CO 0.1%
Value ($000) $139 Shares 719 Est. Cost $207.72 Unrealized -1.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $133 Shares 1,453 Est. Cost $84.42 Unrealized +0.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $123 Shares 536 Est. Cost $167.74 Unrealized +23.2%
WMT WALMART INC 0.1%
Value ($000) $120 Shares 1,998 Est. Cost $53.68 Unrealized +4.4%
MUB ISHARES TR 0.1%
Value ($000) $120 Shares 1,115 Est. Cost $106.73 Unrealized
HFWA HERITAGE FINL CORP WASH 0.1%
Value ($000) $119 Shares 6,159 Est. Cost $17.41 Unrealized +10.6%
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $118 Shares 913 Est. Cost $128.81 Unrealized -4.9%
SDGR SCHRODINGER INC 0.1%
Value ($000) $114 Shares 4,221 Est. Cost $33.79 Unrealized -17.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $104 Shares 690 Est. Cost $133.10 Unrealized +6.7%
TSLA TESLA INC 0.1%
Value ($000) $101 Shares 572 Est. Cost $199.96 Unrealized -2.3%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $100 Shares 600 Est. Cost $144.60 Unrealized +8.3%
AVGO BROADCOM INC 0.1%
Value ($000) $99 Shares 75 Est. Cost $92.23 Unrealized +31.4%
KO COCA COLA CO 0.1%
Value ($000) $98 Shares 1,594 Est. Cost $57.18 Unrealized -0.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $94 Shares 361 Est. Cost $220.28 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $89 Shares 1,318 Est. Cost $61.94 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $86 Shares 522 Est. Cost $134.87 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $84 Shares 872 Est. Cost $100.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $84 Shares 200 Est. Cost $326.37 Unrealized +20.5%
RTX RTX CORPORATION 0.0%
Value ($000) $83 Shares 856 Est. Cost $92.28 Unrealized -5.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $80 Shares 284 Est. Cost $273.09 Unrealized +1.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $78 Shares 313 Est. Cost $206.63 Unrealized +13.4%
META META PLATFORMS INC 0.0%
Value ($000) $77 Shares 158 Est. Cost $290.20 Unrealized +52.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $76 Shares 1,760 Est. Cost $37.32 Unrealized +8.9%
KR KROGER CO 0.0%
Value ($000) $74 Shares 1,294 Est. Cost $45.00 Unrealized +5.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $72 Shares 378 Est. Cost $118.05 Unrealized +46.2%
PFE PFIZER INC 0.0%
Value ($000) $69 Shares 2,475 Est. Cost $31.52 Unrealized -21.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $68 Shares 939 Est. Cost $72.69 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $67 Shares 223 Est. Cost $201.68 Unrealized +41.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $64 Shares 2,800 Est. Cost $20.89 Unrealized
BLACKROCK INC 0.0%
Value ($000) $63 Shares 75 Est. Cost $691.15 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $52.37 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $60 Shares 525 Est. Cost $80.08 Unrealized +24.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $59 Shares 925 Est. Cost $70.00 Unrealized -20.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $59 Shares 364 Est. Cost $141.25 Unrealized +6.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 121 Est. Cost $406.61 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $58 Shares 396 Est. Cost $125.05 Unrealized +8.1%
IWM ISHARES TR 0.0%
Value ($000) $57 Shares 270 Est. Cost $200.71 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $56 Shares 473 Est. Cost $82.18 Unrealized +35.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 1,280 Est. Cost $33.71 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $53 Shares 757 Est. Cost $77.49 Unrealized -21.8%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $51 Shares 942 Est. Cost $46.39 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $51 Shares 300 Est. Cost $198.09 Unrealized -22.4%
UNP UNION PAC CORP 0.0%
Value ($000) $50 Shares 204 Est. Cost $187.00 Unrealized +26.0%
TRI THOMSON REUTERS CORP. 0.0%
Value ($000) $49 Shares 315 Est. Cost $122.38 Unrealized +21.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 304 Est. Cost $155.17 Unrealized -0.9%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $47 Shares 1,264 Est. Cost $45.19 Unrealized -17.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $46 Shares 126 Est. Cost $213.76 Unrealized +45.5%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $43.72 Unrealized -14.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $42 Shares 690 Est. Cost $56.11 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $41 Shares 474 Est. Cost $77.07 Unrealized +4.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $40 Shares 685 Est. Cost $46.54 Unrealized +18.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $39 Shares 162 Est. Cost $265.26 Unrealized -12.3%
V VISA INC 0.0%
Value ($000) $38 Shares 135 Est. Cost $256.97 Unrealized +6.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $37 Shares 850 Est. Cost $36.57 Unrealized -2.4%
ROYCE VALUE TR INC 0.0%
Value ($000) $37 Shares 2,424 Est. Cost $13.80 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $37 Shares 847 Est. Cost $27.96 Unrealized +56.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $37 Shares 185 Est. Cost $172.22 Unrealized +8.2%
SYY SYSCO CORP 0.0%
Value ($000) $36 Shares 446 Est. Cost $67.44 Unrealized +10.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $35 Shares 172 Est. Cost $122.26 Unrealized +47.5%
DOW DOW INC 0.0%
Value ($000) $35 Shares 609 Est. Cost $45.25 Unrealized +8.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $35 Shares 140 Est. Cost $241.97 Unrealized -4.7%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $34 Shares 1,070 Est. Cost $27.15 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $34 Shares 160 Est. Cost $162.24 Unrealized +17.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $34 Shares 230 Est. Cost $100.40 Unrealized +21.7%
ABT ABBOTT LABS 0.0%
Value ($000) $34 Shares 298 Est. Cost $101.46 Unrealized +9.2%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $33 Shares 1,039 Est. Cost $28.74 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $33 Shares 325 Est. Cost $90.96 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $32 Shares 1,798 Est. Cost $14.87 Unrealized +5.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $31 Shares 60 Est. Cost $443.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $31 Shares 68 Est. Cost $431.26 Unrealized -3.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $30 Shares 333 Est. Cost $87.29 Unrealized -3.6%
PFF ISHARES TR 0.0%
Value ($000) $29 Shares 911 Est. Cost $30.92 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $29 Shares 238 Est. Cost $113.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $29 Shares 685 Est. Cost $31.20 Unrealized +15.1%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $28 Shares 3,538 Est. Cost $13.29 Unrealized -25.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $27 Shares 55 Est. Cost $507.09 Unrealized -3.6%
BKIE BNY MELLON ETF TRUST 0.0%
Value ($000) $27 Shares 351 Est. Cost $65.25 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $26 Shares 725 Est. Cost $27.83 Unrealized +14.7%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $26 Shares 528 Est. Cost $49.37 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $26 Shares 1,930 Est. Cost $10.38 Unrealized +3.0%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $25 Shares 1,151 Est. Cost $22.26 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $25 Shares 265 Est. Cost $74.88 Unrealized +11.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $25 Shares 281 Est. Cost $43.01 Unrealized +19.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $24 Shares 304 Est. Cost $54.14 Unrealized +23.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $24 Shares 1,161 Est. Cost $14.38 Unrealized +18.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 205 Est. Cost $89.19 Unrealized +0.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $23 Shares 304 Est. Cost $27.17 Unrealized +5.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $23 Shares 514 Est. Cost $65.02 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $23 Shares 458 Est. Cost $50.24 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $23 Shares 50 Est. Cost $352.90 Unrealized +19.7%
KELLANOVA 0.0%
Value ($000) $23 Shares 400 Est. Cost $58.29 Unrealized -10.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $23 Shares 133 Est. Cost $108.32 Unrealized +37.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $22 Shares 613 Est. Cost $32.07 Unrealized -1.6%
EWC ISHARES INC 0.0%
Value ($000) $22 Shares 565 Est. Cost $36.70 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $21 Shares 162 Est. Cost $118.70 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $21 Shares 850 Est. Cost $19.09 Unrealized +20.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $21 Shares 14 Est. Cost $1257.74 Unrealized +30.1%
OLN OLIN CORP 0.0%
Value ($000) $21 Shares 355 Est. Cost $50.00 Unrealized +2.0%
AMCOR PLC 0.0%
Value ($000) $21 Shares 2,162 Est. Cost $9.34 Unrealized -6.7%
BCE BCE INC 0.0%
Value ($000) $20 Shares 599 Est. Cost $37.76 Unrealized -14.0%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $20 Shares 1,721 Est. Cost $11.78 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $20 Shares 271 Est. Cost $66.08 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $19 Shares 128 Est. Cost $132.63 Unrealized +8.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $19 Shares 161 Est. Cost $106.07 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $19 Shares 1,155 Est. Cost $14.20 Unrealized +4.2%
MMM 3M CO 0.0%
Value ($000) $19 Shares 178 Est. Cost $76.60 Unrealized +3.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 200 Est. Cost $74.95 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $72.91 Unrealized +11.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 151 Est. Cost $73.47 Unrealized +34.2%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $17 Shares 335 Est. Cost $47.73 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 339 Est. Cost $47.58 Unrealized -10.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $16 Shares 134 Est. Cost $89.32 Unrealized +14.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 280 Est. Cost $37.64 Unrealized +33.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $16 Shares 60 Est. Cost $230.84 Unrealized +7.3%
FRANKLIN UNVL TR 0.0%
Value ($000) $16 Shares 2,413 Est. Cost $6.65 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $16 Shares 153 Est. Cost $97.81 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $15 Shares 325 Est. Cost $39.21 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $55.27 Unrealized +20.4%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $15 Shares 127 Est. Cost $115.85 Unrealized +0.7%
EFV ISHARES TR 0.0%
Value ($000) $15 Shares 280 Est. Cost $48.94 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $15 Shares 85 Est. Cost $85.34 Unrealized +36.4%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $11.77 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 350 Est. Cost $65.54 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $114.74 Unrealized +14.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 98 Est. Cost $140.16 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $213.65 Unrealized +29.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $14 Shares 100 Est. Cost $100.92 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $13 Shares 2,983 Est. Cost $7.23 Unrealized -32.0%
TGT TARGET CORP 0.0%
Value ($000) $13 Shares 73 Est. Cost $134.98 Unrealized +5.2%
O REALTY INCOME CORP 0.0%
Value ($000) $13 Shares 236 Est. Cost $52.57 Unrealized -7.5%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $12 Shares 100 Est. Cost $53.52 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $12 Shares 186 Est. Cost $60.38 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $12 Shares 246 Est. Cost $47.42 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $11 Shares 286 Est. Cost $35.74 Unrealized +1.5%
ESGU ISHARES TR 0.0%
Value ($000) $11 Shares 100 Est. Cost $114.96 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $11 Shares 289 Est. Cost $35.60 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $11 Shares 33 Est. Cost $354.76 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $11 Shares 101 Est. Cost $101.46 Unrealized -0.6%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 1,839 Est. Cost $6.00 Unrealized +21.0%
USMV ISHARES TR 0.0%
Value ($000) $11 Shares 135 Est. Cost $78.03 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $11 Shares 60 Est. Cost $144.25 Unrealized
BP BP PLC 0.0%
Value ($000) $11 Shares 296 Est. Cost $35.29 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $11 Shares 362 Est. Cost $35.10 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $11 Shares 110 Est. Cost $80.64 Unrealized +11.0%
ZTS ZOETIS INC 0.0%
Value ($000) $10 Shares 62 Est. Cost $171.56 Unrealized +6.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $10 Shares 41 Est. Cost $241.47 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $150.30 Unrealized +13.2%
GSK GSK PLC 0.0%
Value ($000) $10 Shares 234 Est. Cost $35.64 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $10 Shares 10 Est. Cost $653.10 Unrealized
SRE SEMPRA 0.0%
Value ($000) $10 Shares 138 Est. Cost $67.69 Unrealized -0.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $84.06 Unrealized -10.5%
IWF ISHARES TR 0.0%
Value ($000) $10 Shares 29 Est. Cost $275.17 Unrealized
EAOA ISHARES TR 0.0%
Value ($000) $10 Shares 286 Est. Cost $31.12 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 111 Est. Cost $78.02 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 645 Est. Cost $18.90 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 79 Est. Cost $43.87 Unrealized +106.4%
EVRG EVERGY INC 0.0%
Value ($000) $9 Shares 164 Est. Cost $53.91 Unrealized -12.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $107.18 Unrealized +7.0%
MET METLIFE INC 0.0%
Value ($000) $8 Shares 114 Est. Cost $51.22 Unrealized +28.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $8 Shares 65 Est. Cost $105.37 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $8 Shares 193 Est. Cost $28.81 Unrealized +33.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $8 Shares 50 Est. Cost $138.23 Unrealized -1.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $8 Shares 61 Est. Cost $94.48 Unrealized +13.9%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.42 Unrealized -5.6%
PTC PTC INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $132.45 Unrealized +36.0%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $8 Shares 530 Est. Cost $18.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $141.26 Unrealized -3.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $7 Shares 37 Est. Cost $185.04 Unrealized +0.6%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $7 Shares 500 Est. Cost $8.94 Unrealized +27.4%
ABNB AIRBNB INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $116.96 Unrealized +29.4%
LASR NLIGHT INC 0.0%
Value ($000) $7 Shares 523 Est. Cost $12.22 Unrealized +7.3%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $7 Shares 273 Est. Cost $25.40 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7 Shares 120 Est. Cost $44.51 Unrealized +7.5%
CNC CENTENE CORP DEL 0.0%
Value ($000) $6 Shares 82 Est. Cost $66.69 Unrealized +15.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $6 Shares 39 Est. Cost $125.89 Unrealized +27.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 66 Est. Cost $85.15 Unrealized +3.9%
ESGE ISHARES INC 0.0%
Value ($000) $6 Shares 196 Est. Cost $32.06 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $6 Shares 188 Est. Cost $39.76 Unrealized -14.1%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 25 Est. Cost $220.16 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.49 Unrealized -3.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $182.38 Unrealized +18.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $6 Shares 662 Est. Cost $12.64 Unrealized -23.8%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $36.83 Unrealized +53.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $5 Shares 15 Est. Cost $247.94 Unrealized +28.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $75.99 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $278.05 Unrealized +16.0%
OGS ONE GAS INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $79.91 Unrealized -23.2%
DRIV GLOBAL X FDS 0.0%
Value ($000) $5 Shares 198 Est. Cost $26.04 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $5 Shares 11 Est. Cost $376.18 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $118.50 Unrealized +20.7%
PSX PHILLIPS 66 0.0%
Value ($000) $5 Shares 28 Est. Cost $88.54 Unrealized +52.4%
SO SOUTHERN CO 0.0%
Value ($000) $4 Shares 60 Est. Cost $64.10 Unrealized +1.0%
GLW CORNING INC 0.0%
Value ($000) $4 Shares 130 Est. Cost $27.51 Unrealized +10.7%
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $104.02 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $4 Shares 127 Est. Cost $29.10 Unrealized +1.4%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 35 Est. Cost $110.49 Unrealized
IQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $4 Shares 68 Est. Cost $44.22 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.27 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.53 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $56.53 Unrealized +39.8%
USB US BANCORP DEL 0.0%
Value ($000) $4 Shares 83 Est. Cost $33.10 Unrealized +16.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 226 Est. Cost $11.70 Unrealized +39.0%
AVA AVISTA CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.05 Unrealized -16.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $125.76 Unrealized -9.3%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $3 Shares 8 Est. Cost $343.88 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 266 Est. Cost $9.06 Unrealized +21.9%
LLY ELI LILLY & CO 0.0%
Value ($000) $3 Shares 4 Est. Cost $411.47 Unrealized +70.7%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $42.92 Unrealized +21.0%
XPO XPO INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $45.28 Unrealized +136.4%
EXEL EXELIXIS INC 0.0%
Value ($000) $3 Shares 128 Est. Cost $19.27 Unrealized +15.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $59.65 Unrealized +201.7%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 137 Est. Cost $19.10 Unrealized -17.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 35 Est. Cost $83.35 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 293 Est. Cost $8.37 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.45 Unrealized +4.4%
BEKE KE HLDGS INC 0.0%
Value ($000) $2 Shares 163 Est. Cost $14.85 Unrealized
BARK BARK INC 0.0%
Value ($000) $2 Shares 1,749 Est. Cost $1.21 Unrealized -9.0%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $2 Shares 94 Est. Cost $22.69 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.48 Unrealized +15.8%
NORDSTROM INC 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.47 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $55.91 Unrealized +33.0%
PPL PPL CORP 0.0%
Value ($000) $2 Shares 69 Est. Cost $25.15 Unrealized -0.7%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $13.26 Unrealized +200.9%
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 99 Est. Cost $13.14 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.01 Unrealized +46.2%
FTV FORTIVE CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $60.21 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $65.30 Unrealized -6.2%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $56.96 Unrealized +98.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $13.73 Unrealized +54.9%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 5 Est. Cost $209.69 Unrealized +27.6%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $9.32 Unrealized +50.5%
ITOT ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $99.00 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $117.80 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.10 Unrealized -3.6%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.58 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.92 Unrealized +45.9%
AZEK CO INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.28 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.79 Unrealized +22.9%
AOK ISHARES TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $35.24 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 409 Est. Cost $6.89 Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 133 Est. Cost $9.19 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $82.23 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 118 Est. Cost $9.45 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $230.06 Unrealized +36.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $175.56 Unrealized +3.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.51 Unrealized +0.5%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $1 Shares 461 Est. Cost $7.70 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.91 Unrealized +32.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.78 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.14 Unrealized +1.1%
URA GLOBAL X FDS 0.0%
Value ($000) $1 Shares 25 Est. Cost $27.04 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.06 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.22 Unrealized -9.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.40 Unrealized
TRIB TRINITY BIOTECH PLC 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.04 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $9.91 Unrealized +13.7%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $1 Shares 83 Est. Cost $5.90 Unrealized
RXO RXO INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.14 Unrealized +6.4%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.23 Unrealized +4.1%
LI-CYCLE HOLDINGS CORP 0.0%
Value ($000) $1 Shares 510 Est. Cost $5.55 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.56 Unrealized -3.2%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $44.10 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.77 Unrealized +25.0%
XBI SPDR SER TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.20 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $62.09 Unrealized -76.3%
IRBTQ IROBOT CORP 0.0%
Value ($000) $0 Shares 53 Est. Cost $39.91 Unrealized -59.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.07 Unrealized +15.3%
ZUORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.98 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.89 Unrealized +37.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $422.74 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.17 Unrealized -27.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $24.47 Unrealized -41.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.00 Unrealized 0.0%
AMRC AMERESCO INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $45.05 Unrealized -50.3%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.86 Unrealized -14.6%
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.27 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.37 Unrealized +87.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.63 Unrealized +13.0%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.03 Unrealized -1.7%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 182 Est. Cost $2.16 Unrealized
VNDA VANDA PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.41 Unrealized -37.6%
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.88 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.86 Unrealized -0.3%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.74 Unrealized +22.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $9.10 Unrealized -59.2%
SGML SIGMA LITHIUM CORPORATION 0.0%
Value ($000) $0 Shares 13 Est. Cost $38.11 Unrealized -53.1%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.81 Unrealized -48.4%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.29 Unrealized -37.9%
IQ IQIYI INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $5.36 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.34 Unrealized -26.6%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $8.50 Unrealized -41.9%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $6.61 Unrealized
OABI OMNIAB INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.05 Unrealized +42.1%
SRTA BLADE AIR MOBILITY INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.17 Unrealized -2.8%
AMERICAN WELL CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $2.10 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.70 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.67 Unrealized
LGO LARGO INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.47 Unrealized -56.2%
XP XP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.97 Unrealized +47.8%
BODI THE BEACHBODY COMPANY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.69 Unrealized -11.3%