Arlington Trust Co LLC Diversified Active

CIK: 0001997685 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 28, 2025

Total Value ($000): $471,743 (100.0% shares, 0.0% debt)

Holdings (615)

VYM Vanguard High Dividend Yield Index ETF 12.0%
Value ($000) $56,550 Shares 438,511 Est. Cost $110.14 Unrealized
VTI Vanguard Total Stock Market (ETF) 10.3%
Value ($000) $48,528 Shares 176,570 Est. Cost $272.92 Unrealized
VEA Vanguard FTSE Developed Markets ETF 9.5%
Value ($000) $44,915 Shares 883,640 Est. Cost $47.16 Unrealized
VIG Vanguard Dividend Appreciation ETF 7.6%
Value ($000) $35,619 Shares 183,614 Est. Cost $170.37 Unrealized
VYMI Vanguard International High Dividend Yield Index ETF 4.9%
Value ($000) $22,922 Shares 311,060 Est. Cost $65.99 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $14,816 Shares 66,701 Est. Cost $184.39 Unrealized +25.2%
SCHX Schwab US Large-Cap ETFT Mkt 2.8%
Value ($000) $13,415 Shares 607,569 Est. Cost $34.25 Unrealized
BRK/B Berkshire Hathaway Inc B 2.8%
Value ($000) $13,221 Shares 24,824 Est. Cost $352.50 Unrealized +37.9%
MSFT Microsoft Corp 2.2%
Value ($000) $10,467 Shares 27,882 Est. Cost $337.55 Unrealized +20.0%
IVE iShares S&P 500 Value ETF 2.2%
Value ($000) $10,197 Shares 53,504 Est. Cost $171.32 Unrealized
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $9,521 Shares 17,020 Est. Cost $462.09 Unrealized
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0%
Value ($000) $9,493 Shares 144,727 Est. Cost $62.97 Unrealized
RSP Invesco S&P 500 Equal Weighted ETF 1.4%
Value ($000) $6,496 Shares 37,500 Est. Cost $174.18 Unrealized
NVDA Nvidia Corp 1.3%
Value ($000) $6,157 Shares 56,809 Est. Cost $95.80 Unrealized +32.3%
AMZN Amazon.com Inc 1.1%
Value ($000) $5,354 Shares 28,140 Est. Cost $148.14 Unrealized +46.5%
GOOGL Alphabet Inc. Stock Class A 0.9%
Value ($000) $4,304 Shares 27,831 Est. Cost $137.01 Unrealized +31.9%
IVV iShares Core S&P 500 (Mkt) 0.9%
Value ($000) $4,029 Shares 7,170 Est. Cost $483.82 Unrealized
V Visa Inc Class A Shares 0.8%
Value ($000) $3,875 Shares 11,056 Est. Cost $246.39 Unrealized +36.5%
SCHG Schwab US Large-Cap Growth ETF 0.8%
Value ($000) $3,651 Shares 145,800 Est. Cost $41.64 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.7%
Value ($000) $3,302 Shares 17,928 Est. Cost $163.47 Unrealized
JPM JP Morgan Chase & Co 0.7%
Value ($000) $3,243 Shares 13,219 Est. Cost $146.58 Unrealized +71.2%
SPYG SPdr Prtflo SP 500 GW 0.6%
Value ($000) $3,014 Shares 37,497 Est. Cost $87.83 Unrealized
AVGO Broadcom Inc. 0.6%
Value ($000) $2,832 Shares 16,917 Est. Cost $155.86 Unrealized +34.6%
DVY iShares Select Dividend ETF 0.6%
Value ($000) $2,725 Shares 20,289 Est. Cost $117.22 Unrealized
GOOG Alphabet Inc 0.5%
Value ($000) $2,576 Shares 16,486 Est. Cost $140.66 Unrealized +29.7%
COST Costco Wholesale Corp 0.5%
Value ($000) $2,521 Shares 2,665 Est. Cost $581.63 Unrealized +66.9%
IXN iShares Global Tech (Mkt) 0.5%
Value ($000) $2,225 Shares 29,380 Est. Cost $68.80 Unrealized
IAU iShares Gold Trust 0.5%
Value ($000) $2,154 Shares 36,527 Est. Cost $39.03 Unrealized
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $2,126 Shares 24,219 Est. Cost $58.99 Unrealized +57.6%
TJX TJX Cos Inc 0.4%
Value ($000) $2,100 Shares 17,244 Est. Cost $88.77 Unrealized +35.3%
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $2,091 Shares 4,069 Est. Cost $475.28 Unrealized
AJG Arthur J Gallagher & Co 0.4%
Value ($000) $2,018 Shares 5,844 Est. Cost $256.36 Unrealized +22.2%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,969 Shares 2,384 Est. Cost $563.89 Unrealized +46.6%
VTWO Vanguard Russell 2000 Index Fund ETF 0.4%
Value ($000) $1,879 Shares 23,299 Est. Cost $81.09 Unrealized
PGR Progressive Corporation 0.4%
Value ($000) $1,848 Shares 6,530 Est. Cost $143.60 Unrealized +70.8%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.4%
Value ($000) $1,820 Shares 20,000 Est. Cost $43.55 Unrealized
GLD SPDR Gold Trust 0.3%
Value ($000) $1,637 Shares 5,681 Est. Cost $202.99 Unrealized
VXUS Vanguard Total Intl Stock Idx ETF 0.3%
Value ($000) $1,628 Shares 26,218 Est. Cost $59.35 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,565 Shares 9,354 Est. Cost $139.00 Unrealized +8.3%
MLPX Global X MLP & Energy Infrastructure 0.3%
Value ($000) $1,555 Shares 24,368 Est. Cost $44.62 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $1,534 Shares 4,187 Est. Cost $320.68 Unrealized +18.7%
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.3%
Value ($000) $1,480 Shares 21,201 Est. Cost $64.93 Unrealized
ACWI iShares MSCI ACWI Index ETF 0.3%
Value ($000) $1,455 Shares 12,500 Est. Cost $101.77 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,451 Shares 10,940 Est. Cost $96.55 Unrealized +30.0%
TMUS T-Mobile US Inc 0.3%
Value ($000) $1,402 Shares 5,258 Est. Cost $146.55 Unrealized +65.8%
ORCL Oracle Corp 0.3%
Value ($000) $1,390 Shares 9,945 Est. Cost $121.19 Unrealized +33.3%
LPX Louisiana-Pacific Corp 0.3%
Value ($000) $1,380 Shares 15,000 Est. Cost $59.73 Unrealized +74.7%
INTU Intuit Inc 0.3%
Value ($000) $1,357 Shares 2,210 Est. Cost $546.00 Unrealized +9.4%
AWK American Water Works Co Inc 0.3%
Value ($000) $1,344 Shares 9,113 Est. Cost $120.26 Unrealized +7.3%
META Meta Platforms Inc 0.3%
Value ($000) $1,323 Shares 2,295 Est. Cost $341.68 Unrealized +88.3%
VGT Vanguard Information Technology ETF 0.3%
Value ($000) $1,298 Shares 2,394 Est. Cost $425.63 Unrealized
ABBV Abbvie Inc Com 0.3%
Value ($000) $1,252 Shares 5,976 Est. Cost $141.38 Unrealized +34.0%
VT Vanguard Total World Stock Index ETF 0.3%
Value ($000) $1,240 Shares 10,691 Est. Cost $102.88 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $1,214 Shares 1,302 Est. Cost $52.02 Unrealized +82.8%
BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 0.3%
Value ($000) $1,213 Shares 13,219 Est. Cost $91.81 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $1,210 Shares 7,874 Est. Cost $123.56 Unrealized +29.2%
MTB M&T Bank Corp 0.3%
Value ($000) $1,207 Shares 6,750 Est. Cost $138.95 Unrealized +32.8%
ORLY O'Reilly Automotive Inc 0.3%
Value ($000) $1,203 Shares 840 Est. Cost $66.24 Unrealized +31.3%
AMD Advanced Micro Devices, Inc. 0.2%
Value ($000) $1,178 Shares 11,462 Est. Cost $117.31 Unrealized -5.2%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,115 Shares 2,129 Est. Cost $509.17 Unrealized -1.9%
IJH iShares Core S&P MidCap 0.2%
Value ($000) $1,060 Shares 18,160 Est. Cost $62.32 Unrealized
GE General Electric Co 0.2%
Value ($000) $1,058 Shares 5,287 Est. Cost $91.60 Unrealized +113.7%
AMGN Amgen Inc 0.2%
Value ($000) $957 Shares 3,072 Est. Cost $264.96 Unrealized +8.4%
ECL Ecolab Inc 0.2%
Value ($000) $952 Shares 3,757 Est. Cost $178.96 Unrealized +39.5%
XLI SPDR Industrial Select Sector 0.2%
Value ($000) $948 Shares 7,234 Est. Cost $108.39 Unrealized
LULU Lulu Lemon Athletica Inc 0.2%
Value ($000) $928 Shares 3,280 Est. Cost $431.63 Unrealized -15.0%
COP Conocophillips 0.2%
Value ($000) $918 Shares 8,740 Est. Cost $109.49 Unrealized -11.6%
TXN Texas Instruments Inc 0.2%
Value ($000) $906 Shares 5,039 Est. Cost $155.78 Unrealized +17.0%
TSCO Tractor Supply Co 0.2%
Value ($000) $905 Shares 16,425 Est. Cost $52.32 Unrealized +3.1%
ADBE Adobe Systems Incorporated 0.2%
Value ($000) $903 Shares 2,355 Est. Cost $571.81 Unrealized -25.0%
HCA HCA Healthcare Inc 0.2%
Value ($000) $876 Shares 2,536 Est. Cost $243.31 Unrealized +31.3%
CSCO Cisco Systems Inc 0.2%
Value ($000) $857 Shares 13,887 Est. Cost $48.53 Unrealized +23.8%
XLV SPDR Health Care Select Sector 0.2%
Value ($000) $820 Shares 5,614 Est. Cost $131.59 Unrealized
EW Edwards LIfe Sciences Corp 0.2%
Value ($000) $804 Shares 11,092 Est. Cost $69.81 Unrealized +2.5%
RTX Raytheon Technologies Corp 0.2%
Value ($000) $786 Shares 5,937 Est. Cost $92.92 Unrealized +34.3%
SPTM SPDR Portfolio S&P 1500 0.2%
Value ($000) $753 Shares 11,065 Est. Cost $69.51 Unrealized
QQQ Invesco QQQ Trust 0.2%
Value ($000) $742 Shares 1,582 Est. Cost $411.82 Unrealized
AMP Ameriprise Financial Inc 0.2%
Value ($000) $711 Shares 1,468 Est. Cost $354.43 Unrealized +46.3%
PEP Pepsico Inc 0.1%
Value ($000) $691 Shares 4,608 Est. Cost $159.04 Unrealized -9.8%
MRK Merck & Co Inc 0.1%
Value ($000) $687 Shares 7,655 Est. Cost $99.84 Unrealized -9.7%
SPYM SPDR Portfolio S&P 500 0.1%
Value ($000) $670 Shares 10,195 Est. Cost $67.18 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $664 Shares 9,040 Est. Cost $73.53 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $662 Shares 984 Est. Cost $448.12 Unrealized +37.4%
CI Cigna Corp 0.1%
Value ($000) $652 Shares 1,981 Est. Cost $280.77 Unrealized +5.3%
XOM Exxon Mobil Corp 0.1%
Value ($000) $612 Shares 5,146 Est. Cost $103.20 Unrealized +3.9%
ITOT iShares Core S&P Total US Stock Market 0.1%
Value ($000) $607 Shares 4,975 Est. Cost $113.63 Unrealized
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $578 Shares 5,532 Est. Cost $115.95 Unrealized
AOS A. O. Smith Corp 0.1%
Value ($000) $570 Shares 8,722 Est. Cost $71.13 Unrealized -6.6%
SO Southern Company 0.1%
Value ($000) $547 Shares 5,952 Est. Cost $70.11 Unrealized +20.0%
ATMP Barclays Bank PLC 0.1%
Value ($000) $537 Shares 17,500 Est. Cost $21.48 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $529 Shares 3,431 Est. Cost $112.83 Unrealized +26.9%
ISTB iShares Core 1-5 Year USD Bond ETF 0.1%
Value ($000) $527 Shares 10,900 Est. Cost $47.56 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $517 Shares 3,036 Est. Cost $153.75 Unrealized +6.6%
VGSH Vanguard Short-Term Government Bond Index Fund ETF 0.1%
Value ($000) $514 Shares 8,755 Est. Cost $58.33 Unrealized
IWD iShares Russell 1000 Value 0.1%
Value ($000) $506 Shares 2,690 Est. Cost $184.22 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $501 Shares 12,003 Est. Cost $29.70 Unrealized +46.9%
TRGP Targa Resources Corp 0.1%
Value ($000) $498 Shares 2,485 Est. Cost $122.83 Unrealized +58.5%
GS Goldman Sachs 0.1%
Value ($000) $486 Shares 890 Est. Cost $345.44 Unrealized +71.0%
PH Parker-Hannifin Corp 0.1%
Value ($000) $484 Shares 797 Est. Cost $440.53 Unrealized +47.2%
NSC Norfolk Southern Corp 0.1%
Value ($000) $480 Shares 2,027 Est. Cost $200.14 Unrealized +19.6%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $472 Shares 1,783 Est. Cost $250.70 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $472 Shares 2,038 Est. Cost $171.75 Unrealized +27.1%
STZ Constellation Brands Inc Class A 0.1%
Value ($000) $464 Shares 2,526 Est. Cost $227.93 Unrealized -22.0%
MA Mastercard Inc Class A 0.1%
Value ($000) $462 Shares 843 Est. Cost $434.48 Unrealized +24.8%
TSLA Tesla Motors Inc 0.1%
Value ($000) $457 Shares 1,765 Est. Cost $302.89 Unrealized +10.0%
GEL Genesis Energy LP 0.1%
Value ($000) $447 Shares 28,500 Est. Cost $11.58 Unrealized
XLF Financial Select Sector SPDR (Mkt) 0.1%
Value ($000) $446 Shares 8,955 Est. Cost $36.50 Unrealized
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1%
Value ($000) $446 Shares 6,000 Est. Cost $62.04 Unrealized
XPO XPO Logistics Inc Sr 0.1%
Value ($000) $430 Shares 4,000 Est. Cost $81.49 Unrealized +56.0%
SCHB Schwab US Broad Market ETF 0.1%
Value ($000) $416 Shares 19,331 Est. Cost $22.56 Unrealized
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $415 Shares 1,150 Est. Cost $401.58 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $403 Shares 1,289 Est. Cost $267.68 Unrealized +9.4%
RSG Republic Services Inc 0.1%
Value ($000) $402 Shares 1,659 Est. Cost $153.63 Unrealized +44.4%
GEV GE Vernova Inc. Com 0.1%
Value ($000) $395 Shares 1,295 Est. Cost $158.10 Unrealized +120.2%
HEDJ WisdomTree Europe Hedged Equity ETF 0.1%
Value ($000) $380 Shares 8,000 Est. Cost $45.21 Unrealized
LNG Cheniere Energy 0.1%
Value ($000) $377 Shares 1,629 Est. Cost $171.83 Unrealized +31.0%
CB Chubb Limited 0.1%
Value ($000) $375 Shares 1,243 Est. Cost $231.83 Unrealized +19.2%
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $375 Shares 2,195 Est. Cost $158.90 Unrealized
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $374 Shares 6,882 Est. Cost $47.81 Unrealized
ISRG Intuitive Surgical, Inc. 0.1%
Value ($000) $369 Shares 745 Est. Cost $377.56 Unrealized +46.5%
TFC Truist Financial Corp 0.1%
Value ($000) $366 Shares 8,892 Est. Cost $31.70 Unrealized +34.7%
XYL Xylem Inc 0.1%
Value ($000) $358 Shares 3,000 Est. Cost $99.20 Unrealized +23.6%
CAT Caterpillar Inc 0.1%
Value ($000) $353 Shares 1,070 Est. Cost $348.22 Unrealized +1.1%
KO Coca Cola Co 0.1%
Value ($000) $349 Shares 4,869 Est. Cost $61.43 Unrealized +5.8%
NOC Northrop Grumman Corp 0.1%
Value ($000) $334 Shares 653 Est. Cost $450.02 Unrealized +4.4%
VTV Vanguard Value ETF 0.1%
Value ($000) $333 Shares 1,925 Est. Cost $154.22 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $333 Shares 12,061 Est. Cost $25.23 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $332 Shares 1,585 Est. Cost $180.42 Unrealized +14.2%
ADSK Autodesk Inc 0.1%
Value ($000) $327 Shares 1,250 Est. Cost $215.94 Unrealized +31.7%
STAG Stag Industrial Inc 0.1%
Value ($000) $318 Shares 8,796 Est. Cost $39.26 Unrealized
SIVR Abrdn Silver ETF Trust Physical Silver Shares ETF 0.1%
Value ($000) $309 Shares 9,500 Est. Cost $29.35 Unrealized
IBM International Business Machines 0.1%
Value ($000) $304 Shares 1,221 Est. Cost $167.06 Unrealized +43.3%
ACGL Arch Capital Group Ltd. 0.1%
Value ($000) $301 Shares 3,125 Est. Cost $77.56 Unrealized +19.0%
IUSB iShares Core Total USD Bond Market ETF 0.1%
Value ($000) $299 Shares 6,492 Est. Cost $45.13 Unrealized
PLD Prologis, Inc. 0.1%
Value ($000) $298 Shares 2,663 Est. Cost $107.45 Unrealized +4.1%
AXP American Express Co 0.1%
Value ($000) $294 Shares 1,091 Est. Cost $210.13 Unrealized +39.2%
ITT ITT Inc 0.1%
Value ($000) $289 Shares 2,234 Est. Cost $105.13 Unrealized +35.5%
DE Deere & Company 0.1%
Value ($000) $280 Shares 597 Est. Cost $401.74 Unrealized +14.9%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $280 Shares 1,642 Est. Cost $169.04 Unrealized +9.4%
FANG Diamondback Energy Inc 0.1%
Value ($000) $280 Shares 1,752 Est. Cost $144.29 Unrealized +8.9%
SFBS Servisfirst Bancshares 0.1%
Value ($000) $277 Shares 3,350 Est. Cost $51.98 Unrealized +64.2%
SHW Sherwin-Williams Co 0.1%
Value ($000) $273 Shares 783 Est. Cost $323.52 Unrealized +7.6%
XLY SPDR Consumer Discretionary Select Sector 0.1%
Value ($000) $265 Shares 1,342 Est. Cost $193.62 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $264 Shares 3,721 Est. Cost $62.68 Unrealized +9.5%
MKL Markel Corporation 0.1%
Value ($000) $264 Shares 141 Est. Cost $1422.54 Unrealized +29.3%
SONY Sony Corp ADR 0.1%
Value ($000) $258 Shares 10,170 Est. Cost $33.47 Unrealized
VWO Vanguard FTSE Emerging Markets (ETF) 0.1%
Value ($000) $257 Shares 5,680 Est. Cost $45.16 Unrealized
APO Apollo Global Management Inc Common Stock 0.1%
Value ($000) $256 Shares 1,871 Est. Cost $86.61 Unrealized +75.3%
ACN Accenture Plc 0.1%
Value ($000) $255 Shares 817 Est. Cost $326.73 Unrealized +7.0%
JNJ Johnson & Johnson 0.1%
Value ($000) $250 Shares 1,506 Est. Cost $149.09 Unrealized +2.3%
ELV Anthem Inc 0.1%
Value ($000) $249 Shares 572 Est. Cost $440.50 Unrealized -10.5%
TOL Toll Brothers Inc 0.1%
Value ($000) $248 Shares 2,350 Est. Cost $83.33 Unrealized +44.1%
LOW Lowes Companies Inc 0.1%
Value ($000) $247 Shares 1,059 Est. Cost $229.20 Unrealized +5.6%
PSLV Sprott Physical Silver Trust 0.1%
Value ($000) $245 Shares 21,101 Est. Cost $10.45 Unrealized
XLK Technology Select Sector 0.1%
Value ($000) $244 Shares 1,180 Est. Cost $214.51 Unrealized
EFV iShares MSCI EAFE Value ETF 0.1%
Value ($000) $242 Shares 4,114 Est. Cost $52.67 Unrealized
KR Kroger Co 0.1%
Value ($000) $239 Shares 3,533 Est. Cost $46.63 Unrealized +33.6%
FDX FedEx Corp 0.0%
Value ($000) $232 Shares 953 Est. Cost $255.68 Unrealized -0.8%
STLD Steel Dynamics, Inc. 0.0%
Value ($000) $231 Shares 1,850 Est. Cost $107.90 Unrealized +15.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $231 Shares 2,469 Est. Cost $86.93 Unrealized +1.0%
DHR Danaher Corp 0.0%
Value ($000) $229 Shares 1,117 Est. Cost $211.23 Unrealized +2.7%
TSM Taiwan Semiconductor Manufacturing Company ADR 0.0%
Value ($000) $227 Shares 1,369 Est. Cost $90.09 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $226 Shares 505 Est. Cost $431.66 Unrealized +3.9%
XLE Energy Select Sector SPDR (Mkt) 0.0%
Value ($000) $223 Shares 2,391 Est. Cost $87.94 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $221 Shares 1,521 Est. Cost $156.58 Unrealized +6.4%
ZTS Zoetis Inc Common 0.0%
Value ($000) $218 Shares 1,327 Est. Cost $176.79 Unrealized -6.9%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $217 Shares 5,868 Est. Cost $40.06 Unrealized -12.5%
AMT American Tower REIT 0.0%
Value ($000) $212 Shares 972 Est. Cost $179.13 Unrealized +5.8%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $211 Shares 3,423 Est. Cost $53.82 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $209 Shares 2,970 Est. Cost $64.50 Unrealized
MAS Masco Corp 0.0%
Value ($000) $206 Shares 2,960 Est. Cost $56.03 Unrealized +31.4%
SHOP Shopify Inc 0.0%
Value ($000) $204 Shares 2,141 Est. Cost $66.26 Unrealized +64.5%
HON Honeywell International Inc 0.0%
Value ($000) $204 Shares 964 Est. Cost $184.72 Unrealized +7.4%
ICE Intercontinental Exchange Group 0.0%
Value ($000) $199 Shares 1,152 Est. Cost $133.94 Unrealized +21.0%
DUK Duke Energy Corp 0.0%
Value ($000) $195 Shares 1,595 Est. Cost $103.60 Unrealized +6.7%
MCO Moody's Corporation 0.0%
Value ($000) $193 Shares 415 Est. Cost $338.88 Unrealized +41.2%
SPSM SPDR Portfolio S&P 600 0.0%
Value ($000) $193 Shares 4,736 Est. Cost $45.51 Unrealized
MET Metlife Inc 0.0%
Value ($000) $190 Shares 2,370 Est. Cost $58.43 Unrealized +38.9%
T AT&T Inc 0.0%
Value ($000) $190 Shares 6,720 Est. Cost $14.64 Unrealized +66.3%
ASML ASML Holding NV ADR 0.0%
Value ($000) $190 Shares 286 Est. Cost $594.91 Unrealized
TER Teradyne, Inc. 0.0%
Value ($000) $188 Shares 2,282 Est. Cost $95.05 Unrealized +17.2%
NKE Nike Inc Cl B 0.0%
Value ($000) $186 Shares 2,932 Est. Cost $98.24 Unrealized -26.7%
ESGU iShares ESG MSCI USA 0.0%
Value ($000) $185 Shares 1,520 Est. Cost $120.51 Unrealized
TRMK Trustmark Corporation 0.0%
Value ($000) $183 Shares 5,309 Est. Cost $25.82 Unrealized +35.0%
MPLX MPLX LP 0.0%
Value ($000) $177 Shares 3,300 Est. Cost $36.72 Unrealized
SPMD SPDR Portfolio S&P 400 0.0%
Value ($000) $176 Shares 3,436 Est. Cost $54.68 Unrealized
DOV Dover Corp 0.0%
Value ($000) $176 Shares 1,000 Est. Cost $136.69 Unrealized +39.2%
LRCX Lam Research Corp 0.0%
Value ($000) $174 Shares 2,390 Est. Cost $74.98 Unrealized +4.2%
ESAB Esab Corp 0.0%
Value ($000) $170 Shares 1,458 Est. Cost $75.17 Unrealized +61.5%
EQT EQT Corporation 0.0%
Value ($000) $169 Shares 3,163 Est. Cost $39.17 Unrealized +29.0%
ALLY Ally Financial Common 0.0%
Value ($000) $169 Shares 4,622 Est. Cost $25.93 Unrealized +37.2%
CMG Chipotle Mexican Grill In. 0.0%
Value ($000) $168 Shares 3,350 Est. Cost $61.91 Unrealized -12.2%
BX Blackstone Group Inc 0.0%
Value ($000) $168 Shares 1,201 Est. Cost $102.08 Unrealized +55.0%
VTEB Vanguard Municipal Bond Fund ETF 0.0%
Value ($000) $166 Shares 3,351 Est. Cost $51.05 Unrealized
IGV iShares North American Tech-Software (MKT) 0.0%
Value ($000) $166 Shares 1,860 Est. Cost $149.34 Unrealized
MOG/A Moog Inc 0.0%
Value ($000) $163 Shares 938 Est. Cost $127.54 Unrealized +43.5%
TPL Texas Pacific Land Trust 0.0%
Value ($000) $159 Shares 120 Est. Cost $172.58 Unrealized +156.8%
FTEC Fidelity MSCI Info Tech ETF 0.0%
Value ($000) $157 Shares 975 Est. Cost $161.27 Unrealized
YUM YUM Brands Inc 0.0%
Value ($000) $156 Shares 990 Est. Cost $119.71 Unrealized +18.3%
PFGC Performance Food Group 0.0%
Value ($000) $156 Shares 1,978 Est. Cost $61.45 Unrealized +35.8%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $155 Shares 1,553 Est. Cost $100.97 Unrealized
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $154 Shares 2,957 Est. Cost $47.98 Unrealized
MINT PIMCO Enhanced Short Maturity Strategy ETF 0.0%
Value ($000) $152 Shares 1,514 Est. Cost $100.62 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $152 Shares 258 Est. Cost $485.01 Unrealized +14.9%
UNP Union Pacific Corp 0.0%
Value ($000) $150 Shares 635 Est. Cost $219.72 Unrealized +7.2%
TT Trane Technologies PLC 0.0%
Value ($000) $149 Shares 443 Est. Cost $204.57 Unrealized +75.5%
VDE Vanguard Energy ETF 0.0%
Value ($000) $149 Shares 1,150 Est. Cost $117.28 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $147 Shares 304 Est. Cost $420.83 Unrealized +10.7%
XLB SPDR Materials Select Sector 0.0%
Value ($000) $146 Shares 1,700 Est. Cost $85.98 Unrealized
CME CME Group Inc 0.0%
Value ($000) $145 Shares 547 Est. Cost $194.73 Unrealized +24.5%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $143 Shares 1,528 Est. Cost $88.93 Unrealized
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $142 Shares 6,250 Est. Cost $20.06 Unrealized
ENS EnerSys 0.0%
Value ($000) $142 Shares 1,553 Est. Cost $90.05 Unrealized +7.4%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $142 Shares 383 Est. Cost $369.41 Unrealized
ZWS Zurn Water Solutions Corp 0.0%
Value ($000) $140 Shares 4,250 Est. Cost $27.69 Unrealized +28.8%
EVR Evercore Inc 0.0%
Value ($000) $140 Shares 699 Est. Cost $140.62 Unrealized +75.2%
AAAU Goldman Sachs Physical Gold ETF 0.0%
Value ($000) $139 Shares 4,512 Est. Cost $26.03 Unrealized
ESI Element Solutions Inc 0.0%
Value ($000) $138 Shares 6,083 Est. Cost $19.63 Unrealized +28.7%
CRM Salesforce.com Inc. 0.0%
Value ($000) $136 Shares 506 Est. Cost $300.75 Unrealized +2.7%
PLAB Photronics, Inc. 0.0%
Value ($000) $136 Shares 6,540 Est. Cost $22.24 Unrealized +0.1%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $134 Shares 5,320 Est. Cost $21.89 Unrealized +10.7%
ORRF Orrstown Financial Services Inc 0.0%
Value ($000) $134 Shares 4,458 Est. Cost $21.87 Unrealized +47.6%
CSL Carlisle Companies Inc 0.0%
Value ($000) $133 Shares 392 Est. Cost $268.62 Unrealized +31.7%
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $133 Shares 1,175 Est. Cost $112.13 Unrealized
GXO GXO Logistics Inc 0.0%
Value ($000) $129 Shares 3,306 Est. Cost $56.03 Unrealized -25.5%
SPGI S&P Global Inc. 0.0%
Value ($000) $129 Shares 253 Est. Cost $442.66 Unrealized +14.7%
SIL Global X Silver ETF 0.0%
Value ($000) $128 Shares 3,238 Est. Cost $35.09 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $127 Shares 1,158 Est. Cost $107.47 Unrealized +10.5%
CTVA Corteva, Inc. 0.0%
Value ($000) $126 Shares 2,000 Est. Cost $59.13 Unrealized +3.6%
EQIX Equinix Inc. 0.0%
Value ($000) $126 Shares 154 Est. Cost $733.99 Unrealized +20.0%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $125 Shares 5,206 Est. Cost $20.38 Unrealized
DLB Dolby Laboratories Inc Class A 0.0%
Value ($000) $124 Shares 1,550 Est. Cost $80.04 Unrealized -0.2%
IUSV iShares Russell 3000 Value (MKT) 0.0%
Value ($000) $123 Shares 1,332 Est. Cost $84.33 Unrealized
CP Canadian Pacific Kansas City Southern 0.0%
Value ($000) $123 Shares 1,750 Est. Cost $72.13 Unrealized +4.8%
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $123 Shares 3,272 Est. Cost $37.47 Unrealized
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $121 Shares 2,775 Est. Cost $57.01 Unrealized -2.9%
FELC Fidelity Covington Trust Enhanced Large Cap Core ETF 0.0%
Value ($000) $120 Shares 3,840 Est. Cost $30.60 Unrealized
LIN Linde PLC 0.0%
Value ($000) $120 Shares 257 Est. Cost $383.62 Unrealized +15.9%
DYNF Blackrock ETF Trust US Eqt Factor 0.0%
Value ($000) $119 Shares 2,437 Est. Cost $46.94 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $117 Shares 1,199 Est. Cost $113.23 Unrealized -8.6%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $116 Shares 2,520 Est. Cost $39.82 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $115 Shares 830 Est. Cost $99.79 Unrealized +53.5%
VZ Verizon Communications Inc 0.0%
Value ($000) $113 Shares 2,498 Est. Cost $36.43 Unrealized +8.7%
JCI Johnson Controls PLC 0.0%
Value ($000) $113 Shares 1,411 Est. Cost $51.34 Unrealized +58.9%
CLH Clean Harbors Inc 0.0%
Value ($000) $113 Shares 573 Est. Cost $164.70 Unrealized +32.9%
BlackRock Res & Commodities St Shs 0.0%
Value ($000) $112 Shares 12,000 Est. Cost $9.19 Unrealized
ED Consolidated Edison, Inc. 0.0%
Value ($000) $112 Shares 1,012 Est. Cost $87.77 Unrealized +8.5%
PFE Pfizer Inc 0.0%
Value ($000) $111 Shares 4,377 Est. Cost $26.05 Unrealized -5.1%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $109 Shares 369 Est. Cost $304.00 Unrealized -1.2%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $108 Shares 526 Est. Cost $100.17 Unrealized +132.9%
RRX Regal Beloit Corp 0.0%
Value ($000) $108 Shares 947 Est. Cost $126.16 Unrealized +10.1%
IJS iShares S&P Small Cap 600 Value ETF 0.0%
Value ($000) $106 Shares 1,090 Est. Cost $97.27 Unrealized
GSEW Goldman Sachs Equal Weight US Equity ETF 0.0%
Value ($000) $106 Shares 1,395 Est. Cost $76.04 Unrealized
FCX Freeport-Mcmoran Copper & Gold 0.0%
Value ($000) $105 Shares 2,778 Est. Cost $38.09 Unrealized -0.7%
TDG TransDigm Group Inc. 0.0%
Value ($000) $105 Shares 76 Est. Cost $1062.09 Unrealized +17.5%
USO United States Oil 0.0%
Value ($000) $105 Shares 1,356 Est. Cost $66.65 Unrealized
APH Amphenol Corporation 0.0%
Value ($000) $104 Shares 1,582 Est. Cost $53.91 Unrealized +25.6%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $103 Shares 315 Est. Cost $224.79 Unrealized +54.9%
DMLP Dorchester Minerals LP 0.0%
Value ($000) $102 Shares 3,400 Est. Cost $31.83 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $100 Shares 410 Est. Cost $200.72 Unrealized +24.3%
COIN Coinbase Global Inc 0.0%
Value ($000) $100 Shares 578 Est. Cost $224.49 Unrealized +7.9%
BLK Blackrock Inc 0.0%
Value ($000) $99 Shares 105 Est. Cost $991.05 Unrealized -2.9%
MTD Mettler-Toledo International Inc. 0.0%
Value ($000) $98 Shares 83 Est. Cost $1225.41 Unrealized +4.2%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $97 Shares 660 Est. Cost $112.57 Unrealized +22.3%
MGM MGM Resorts International 0.0%
Value ($000) $97 Shares 3,289 Est. Cost $39.36 Unrealized -14.6%
BSX Boston Scientific Corp 0.0%
Value ($000) $97 Shares 960 Est. Cost $97.73 Unrealized +3.0%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $97 Shares 688 Est. Cost $150.50 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $97 Shares 663 Est. Cost $175.48 Unrealized -17.3%
OKE ONEOK Inc 0.0%
Value ($000) $97 Shares 973 Est. Cost $66.21 Unrealized +43.4%
SBUX Starbucks Corp 0.0%
Value ($000) $96 Shares 978 Est. Cost $96.82 Unrealized +4.3%
TSN Tyson Foods Inc 0.0%
Value ($000) $96 Shares 1,500 Est. Cost $57.65 Unrealized -1.3%
FHLC Fidelity Health Care ETF 0.0%
Value ($000) $96 Shares 1,400 Est. Cost $68.32 Unrealized
SLB Schlumberger Limited 0.0%
Value ($000) $96 Shares 2,288 Est. Cost $52.47 Unrealized -24.0%
BSM Black Stone Minerals LP Common Stock Unit 0.0%
Value ($000) $95 Shares 6,250 Est. Cost $15.96 Unrealized
BlackRock Enhanced Intl Div Tr Com Bene Inter 0.0%
Value ($000) $95 Shares 17,000 Est. Cost $5.58 Unrealized
BA Boeing Company 0.0%
Value ($000) $94 Shares 553 Est. Cost $206.48 Unrealized -16.2%
ALC Alcon Inc Ord 0.0%
Value ($000) $93 Shares 982 Est. Cost $81.66 Unrealized +9.5%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $93 Shares 519 Est. Cost $133.22 Unrealized +16.4%
FUL H.B. Fuller Company 0.0%
Value ($000) $92 Shares 1,646 Est. Cost $71.59 Unrealized -19.0%
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $92 Shares 3,885 Est. Cost $36.43 Unrealized
MRVL Marvell Technology Group Ltd. 0.0%
Value ($000) $91 Shares 1,472 Est. Cost $69.57 Unrealized +39.0%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $90 Shares 1,230 Est. Cost $51.67 Unrealized +39.4%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $89 Shares 140 Est. Cost $964.05 Unrealized -29.0%
EOG EOG Resources Inc 0.0%
Value ($000) $89 Shares 691 Est. Cost $115.58 Unrealized +8.3%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $88 Shares 500 Est. Cost $189.23 Unrealized -3.1%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $87 Shares 338 Est. Cost $250.55 Unrealized
APA APA Corp 0.0%
Value ($000) $87 Shares 4,125 Est. Cost $34.62 Unrealized -39.2%
VICI VICI Properties Inc 0.0%
Value ($000) $85 Shares 2,610 Est. Cost $26.20 Unrealized +11.3%
DHI D. R. Horton Inc 0.0%
Value ($000) $85 Shares 666 Est. Cost $120.55 Unrealized +10.1%
KBR KBR, Inc. 0.0%
Value ($000) $84 Shares 1,688 Est. Cost $53.76 Unrealized -2.1%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $84 Shares 3,000 Est. Cost $27.96 Unrealized
SCHK Schwab 1000 Index ETF 0.0%
Value ($000) $83 Shares 3,100 Est. Cost $26.92 Unrealized
BTI British American Tobacco ADR 0.0%
Value ($000) $83 Shares 2,000 Est. Cost $29.29 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $82 Shares 302 Est. Cost $281.95 Unrealized -9.3%
NOW ServiceNow Inc 0.0%
Value ($000) $82 Shares 103 Est. Cost $130.95 Unrealized +47.2%
VLO Valero Energy Corp 0.0%
Value ($000) $81 Shares 616 Est. Cost $122.12 Unrealized +5.9%
Unilever Plc Sponsored ADR 0.0%
Value ($000) $81 Shares 1,364 Est. Cost $54.99 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $81 Shares 290 Est. Cost $228.58 Unrealized +9.2%
FNDA FDT US SC 0.0%
Value ($000) $80 Shares 2,930 Est. Cost $42.53 Unrealized
AON Aon PLC 0.0%
Value ($000) $80 Shares 200 Est. Cost $325.28 Unrealized +17.3%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $80 Shares 327 Est. Cost $185.38 Unrealized +20.5%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $79 Shares 525 Est. Cost $155.63 Unrealized +3.4%
Nuveen S&P 500 Buy-Write In Com 0.0%
Value ($000) $79 Shares 6,000 Est. Cost $13.50 Unrealized
SCHM Schwab US Mid Cap ETF 0.0%
Value ($000) $79 Shares 3,000 Est. Cost $26.20 Unrealized
NVO Novo Nordisk A/S Spons Adr 0.0%
Value ($000) $78 Shares 1,118 Est. Cost $90.94 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $78 Shares 863 Est. Cost $77.53 Unrealized +12.7%
XSOE WisdomTree Trust Em Ex St-Owned 0.0%
Value ($000) $77 Shares 2,500 Est. Cost $30.63 Unrealized
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $76.62 Unrealized
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $75 Shares 990 Est. Cost $78.05 Unrealized
Sitio Royalties Corp Class A 0.0%
Value ($000) $73 Shares 3,694 Est. Cost $23.51 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $72 Shares 956 Est. Cost $67.04 Unrealized +6.3%
SYK Stryker Corp 0.0%
Value ($000) $71 Shares 190 Est. Cost $316.29 Unrealized +19.2%
CRWD CrowdStrike Holdings Inc Class A 0.0%
Value ($000) $71 Shares 200 Est. Cost $332.59 Unrealized +14.6%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $70 Shares 141 Est. Cost $528.90 Unrealized +2.1%
ETN Eaton Corp PLC 0.0%
Value ($000) $70 Shares 258 Est. Cost $232.01 Unrealized +33.0%
IUSG iShares Russell 3000 Growth (MKT) 0.0%
Value ($000) $69 Shares 546 Est. Cost $104.10 Unrealized
PSBD Palmer Square Capital BDC Inc 0.0%
Value ($000) $69 Shares 5,198 Est. Cost $13.31 Unrealized +1.3%
IEMG iShares Core MSCI EM ETF 0.0%
Value ($000) $69 Shares 1,279 Est. Cost $53.52 Unrealized
VXF Vanguard Extended Market Index ETF (MKT) 0.0%
Value ($000) $69 Shares 400 Est. Cost $172.26 Unrealized
MLM Martin Marietta Materials, Inc 0.0%
Value ($000) $69 Shares 144 Est. Cost $440.95 Unrealized +14.6%
EHC Encompass Health Corp 0.0%
Value ($000) $68 Shares 671 Est. Cost $72.87 Unrealized +33.1%
DIS Disney Walt Co 0.0%
Value ($000) $66 Shares 665 Est. Cost $92.74 Unrealized +14.6%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $65 Shares 133 Est. Cost $369.74 Unrealized +21.2%
FNDF FDT Int LG 0.0%
Value ($000) $65 Shares 1,786 Est. Cost $33.73 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $64 Shares 14 Est. Cost $3487.15 Unrealized +36.2%
CF CF Industries Holdings Inc 0.0%
Value ($000) $64 Shares 819 Est. Cost $82.41 Unrealized -0.3%
UNM Unum Group 0.0%
Value ($000) $63 Shares 774 Est. Cost $48.67 Unrealized +58.4%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $63 Shares 4,200 Est. Cost $12.55 Unrealized +23.8%
PRF Invesco FTSE Rafi US 1000 ETF 0.0%
Value ($000) $63 Shares 1,550 Est. Cost $35.20 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $63 Shares 1,731 Est. Cost $32.92 Unrealized 0.0%
TNL Travel Plus Leisure Co 0.0%
Value ($000) $62 Shares 1,348 Est. Cost $33.07 Unrealized +52.8%
HY Hyster Yale Materials Handling Inc 0.0%
Value ($000) $62 Shares 1,497 Est. Cost $64.76 Unrealized -25.9%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $62 Shares 200 Est. Cost $308.88 Unrealized
CNH CNH Industrial NV 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $12.31 Unrealized 0.0%
FTXO First Trust NASDAQ Bank ETF 0.0%
Value ($000) $61 Shares 2,000 Est. Cost $30.40 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $61 Shares 532 Est. Cost $106.28 Unrealized
MNDY Monday.com 0.0%
Value ($000) $60 Shares 247 Est. Cost $167.92 Unrealized +57.4%
SPGP Invesco S&P 500 GARP ETF 0.0%
Value ($000) $60 Shares 600 Est. Cost $99.88 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $60 Shares 419 Est. Cost $125.29 Unrealized +3.6%
Synovus Financial Corp Com 0.0%
Value ($000) $59 Shares 1,256 Est. Cost $37.65 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $58 Shares 955 Est. Cost $56.14 Unrealized
JPUS JPMorgan Diversified Ret US Eq ETF 0.0%
Value ($000) $58 Shares 500 Est. Cost $115.20 Unrealized
XT iShares Exponential Tech ETF 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $57.56 Unrealized
IQLT iShares MSCI Intl Quality ETF 0.0%
Value ($000) $58 Shares 1,450 Est. Cost $39.69 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $56 Shares 272 Est. Cost $176.08 Unrealized +12.3%
DRI Darden Restaurants Inc Com 0.0%
Value ($000) $55 Shares 266 Est. Cost $141.79 Unrealized +33.1%
GM General Motors Co 0.0%
Value ($000) $55 Shares 1,168 Est. Cost $41.35 Unrealized +18.0%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $54 Shares 600 Est. Cost $90.67 Unrealized
PICK MSCI Gbl ETF New 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $40.83 Unrealized
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $54 Shares 503 Est. Cost $100.22 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $53 Shares 570 Est. Cost $91.81 Unrealized
DFAU Dimensional Core Equity Mkt ETF 0.0%
Value ($000) $53 Shares 1,376 Est. Cost $40.49 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $52 Shares 2,404 Est. Cost $16.06 Unrealized +39.6%
TLT iShares TR 0.0%
Value ($000) $51 Shares 561 Est. Cost $91.78 Unrealized
JMOM JPMorgan US Momentum Factor ETF 0.0%
Value ($000) $50 Shares 896 Est. Cost $45.71 Unrealized
DAL Delta Airlines Inc 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $58.63 Unrealized 0.0%
BRSP BrightSpire Capital Inc Class A 0.0%
Value ($000) $50 Shares 9,000 Est. Cost $7.44 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $50 Shares 1,010 Est. Cost $59.91 Unrealized -20.2%
SNPS Synopsys, Inc. 0.0%
Value ($000) $49 Shares 115 Est. Cost $479.86 Unrealized +1.2%
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $49 Shares 530 Est. Cost $92.35 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $49 Shares 227 Est. Cost $161.55 Unrealized +29.7%
CMTG Claros Mtg Tr Inc Common Stock 0.0%
Value ($000) $48 Shares 13,000 Est. Cost $4.31 Unrealized
ADM Archer Daniels 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $51.78 Unrealized -9.6%
JPEM JPMorgan Diversified Ret EM Equity ETF 0.0%
Value ($000) $47 Shares 900 Est. Cost $52.72 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $47 Shares 75 Est. Cost $452.59 Unrealized +50.7%
ACWV iShares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $47 Shares 400 Est. Cost $116.37 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $46 Shares 350 Est. Cost $96.76 Unrealized +25.0%
MSCI MSCI Inc 0.0%
Value ($000) $45 Shares 80 Est. Cost $507.82 Unrealized +13.2%
PHM PulteGroup Inc 0.0%
Value ($000) $45 Shares 440 Est. Cost $78.65 Unrealized +36.3%
GIS General Mills Inc 0.0%
Value ($000) $45 Shares 745 Est. Cost $64.44 Unrealized -10.0%
AFL Aflac Inc 0.0%
Value ($000) $44 Shares 400 Est. Cost $76.99 Unrealized +35.2%
GDXJ Vaneck Vectors ETF TR Gold Miners 0.0%
Value ($000) $44 Shares 765 Est. Cost $48.81 Unrealized
PSX Phillips 66 0.0%
Value ($000) $43 Shares 348 Est. Cost $104.69 Unrealized +13.9%
ITW Illinois Tool Works 0.0%
Value ($000) $43 Shares 172 Est. Cost $230.71 Unrealized +8.7%
IWM Ishares Russell 2000 ETF 0.0%
Value ($000) $42 Shares 211 Est. Cost $219.98 Unrealized
DOW Dow Inc 0.0%
Value ($000) $41 Shares 1,184 Est. Cost $51.21 Unrealized -29.8%
AME Ametek Inc 0.0%
Value ($000) $41 Shares 239 Est. Cost $151.46 Unrealized +19.3%
CODI Compass Diversified Holdings Sh Ben Int 0.0%
Value ($000) $41 Shares 2,200 Est. Cost $21.38 Unrealized -5.0%
TRTX TPG RE Finance Trust Inc 0.0%
Value ($000) $41 Shares 5,000 Est. Cost $8.15 Unrealized
USSG XTrackers MSCI USA Selection Equity ETF 0.0%
Value ($000) $40 Shares 800 Est. Cost $50.37 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $40 Shares 152 Est. Cost $164.92 Unrealized +48.8%
ADI Analog Devices Inc 0.0%
Value ($000) $40 Shares 196 Est. Cost $172.22 Unrealized +23.6%
TFLO iShares Treasury Floating Rate Bond ETF 0.0%
Value ($000) $39 Shares 772 Est. Cost $50.66 Unrealized
Total SA ADR 0.0%
Value ($000) $39 Shares 600 Est. Cost $64.69 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $39 Shares 233 Est. Cost $103.74 Unrealized +60.9%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $39 Shares 479 Est. Cost $70.81 Unrealized +21.2%
EMXC iShares MSCI Emrg Mkts Ex Chn ETF 0.0%
Value ($000) $38 Shares 696 Est. Cost $59.20 Unrealized
ACM Aecom 0.0%
Value ($000) $38 Shares 412 Est. Cost $83.01 Unrealized +21.0%
PLTR Palantir Technologies Inc Class A 0.0%
Value ($000) $38 Shares 450 Est. Cost $83.22 Unrealized +5.5%
MMM 3M Co 0.0%
Value ($000) $37 Shares 255 Est. Cost $75.58 Unrealized +91.3%
ARES Ares Management Corp Class A 0.0%
Value ($000) $37 Shares 255 Est. Cost $105.97 Unrealized +58.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $37 Shares 163 Est. Cost $229.05 Unrealized -0.7%
SMH Vaneck ETF Trust Semiconductor ETF 0.0%
Value ($000) $37 Shares 175 Est. Cost $214.98 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $36.81 Unrealized
TDIV First Trust NASDAQ Tech Div Index Fund ETF 0.0%
Value ($000) $37 Shares 500 Est. Cost $73.61 Unrealized
KREF KKR Real Estate Finance Trust Inc 0.0%
Value ($000) $37 Shares 3,400 Est. Cost $10.06 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $36 Shares 550 Est. Cost $66.34 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $36 Shares 600 Est. Cost $38.30 Unrealized +33.2%
SATS EchoStar Corp Class A 0.0%
Value ($000) $36 Shares 1,403 Est. Cost $13.94 Unrealized +95.1%
WFC Wells Fargo & Company 0.0%
Value ($000) $35 Shares 485 Est. Cost $41.03 Unrealized +79.6%
JEPI J P Morgan Equity Premium Inc ETF 0.0%
Value ($000) $34 Shares 600 Est. Cost $57.30 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $34 Shares 348 Est. Cost $95.41 Unrealized +7.9%
PRU Prudential Financial Inc 0.0%
Value ($000) $33 Shares 293 Est. Cost $85.70 Unrealized +27.1%
IBIT iShares Bitcoin Trust 0.0%
Value ($000) $32 Shares 690 Est. Cost $50.27 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $32 Shares 386 Est. Cost $71.14 Unrealized +18.5%
PAVE Global X US Infrastructure Dev ETF 0.0%
Value ($000) $32 Shares 850 Est. Cost $37.73 Unrealized
IWS iShares Russell Midcap Value ETF 0.0%
Value ($000) $32 Shares 253 Est. Cost $125.97 Unrealized
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $32 Shares 450 Est. Cost $70.56 Unrealized
DD DuPont Inc. 0.0%
Value ($000) $31 Shares 420 Est. Cost $29.01 Unrealized +9.9%
DG Dollar General Corp 0.0%
Value ($000) $31 Shares 356 Est. Cost $115.93 Unrealized -35.9%
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $31 Shares 422 Est. Cost $67.35 Unrealized
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $31 Shares 53 Est. Cost $506.22 Unrealized +23.5%
PPLT Aberdeen Platinum ETF Trust Physical Platinum Shares ETF 0.0%
Value ($000) $30 Shares 332 Est. Cost $89.80 Unrealized
UPS United Parcel Service Cl B 0.0%
Value ($000) $30 Shares 275 Est. Cost $146.25 Unrealized -23.0%
VV Vanguard Large Cap Index Fund 0.0%
Value ($000) $30 Shares 117 Est. Cost $257.03 Unrealized
SPLV Invesco S&P 500 Low Vol ETF 0.0%
Value ($000) $30 Shares 400 Est. Cost $74.72 Unrealized
PXF Invesco FTSE Rafi Dev Mkts Ex-US ETF 0.0%
Value ($000) $29 Shares 565 Est. Cost $47.39 Unrealized
CNI Canadian National Railway Co. 0.0%
Value ($000) $29 Shares 300 Est. Cost $106.87 Unrealized -7.0%
IFRA iShares US Infrastructure ETF 0.0%
Value ($000) $29 Shares 648 Est. Cost $42.12 Unrealized
ENTG Entegris Inc 0.0%
Value ($000) $29 Shares 332 Est. Cost $100.54 Unrealized -0.1%
SUB iShares St National AmtFree Muni Bond (MKT) 0.0%
Value ($000) $29 Shares 275 Est. Cost $105.60 Unrealized
VIOO Vanguard S&P Small-Cap 600 Index 0.0%
Value ($000) $29 Shares 298 Est. Cost $96.51 Unrealized
LFT Lument Finance Trust Inc Com 0.0%
Value ($000) $29 Shares 11,000 Est. Cost $2.33 Unrealized
BCIC Portman Ridge Fin Corp Com 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $12.75 Unrealized +11.7%
XLC SPDR Communication Services Select Sector 0.0%
Value ($000) $28 Shares 290 Est. Cost $96.81 Unrealized
IXC iShares Global Energy (MKT) 0.0%
Value ($000) $28 Shares 661 Est. Cost $41.51 Unrealized
ACRE Ares Commercial Real Estate Corp 0.0%
Value ($000) $28 Shares 6,000 Est. Cost $4.63 Unrealized
IFF International Flavors & Fragrances 0.0%
Value ($000) $28 Shares 355 Est. Cost $68.77 Unrealized +17.3%
SPYV SPDR Prtflo SP 500 VL 0.0%
Value ($000) $27 Shares 535 Est. Cost $48.74 Unrealized
S SentinelOne Inc Class A 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $25.52 Unrealized -15.0%
OEF iShares S&P 100 (Mkt) 0.0%
Value ($000) $27 Shares 100 Est. Cost $288.85 Unrealized
MTUM iShares Edge MSCI USA Momentum Factor 0.0%
Value ($000) $26 Shares 131 Est. Cost $139.70 Unrealized
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0%
Value ($000) $26 Shares 370 Est. Cost $69.99 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $25 Shares 400 Est. Cost $60.20 Unrealized +9.3%
SAR Saratoga Invt Corp 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.32 Unrealized +6.6%
EES Wisdomtree US SmallCap Fund ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.84 Unrealized
UAL United Airlines Holdings Inc 0.0%
Value ($000) $24 Shares 350 Est. Cost $39.32 Unrealized +140.2%
DIA SPDR Dow Jones Industrial Average (MKT) 0.0%
Value ($000) $24 Shares 57 Est. Cost $391.12 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $24 Shares 94 Est. Cost $199.88 Unrealized +44.4%
EMLC Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.86 Unrealized
WBD Warner Bros Discovery Inc Ser A 0.0%
Value ($000) $24 Shares 2,222 Est. Cost $10.70 Unrealized -2.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $24 Shares 75 Est. Cost $308.67 Unrealized
SMLF iShares MSCI USA Small Cap Multifactor ETF 0.0%
Value ($000) $23 Shares 378 Est. Cost $51.73 Unrealized
SCHV Schwab Large-Cap Value ETF 0.0%
Value ($000) $23 Shares 879 Est. Cost $26.58 Unrealized
BANF BancFirst Corporation 0.0%
Value ($000) $23 Shares 212 Est. Cost $84.27 Unrealized +35.4%
O Realty Income Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $46.49 Unrealized +13.1%
KKR KKR & Co Inc 0.0%
Value ($000) $23 Shares 200 Est. Cost $138.31 Unrealized -1.0%
MSTR MicroStrategy Incorporated 0.0%
Value ($000) $23 Shares 80 Est. Cost $217.16 Unrealized +46.2%
Rithm Property Trust Inc. REIT 0.0%
Value ($000) $23 Shares 8,000 Est. Cost $2.87 Unrealized
NREF Nexpoint Real Estate Finance Inc REIT 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $15.29 Unrealized
RITM New Residential Investment Corp 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.45 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $23 Shares 6 Est. Cost $2593.50 Unrealized +33.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $23 Shares 112 Est. Cost $148.08 Unrealized +80.1%
ARI Apollo Commercial Real Estate Finance Inc. 0.0%
Value ($000) $22 Shares 2,300 Est. Cost $9.57 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $8.69 Unrealized +15.3%
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $72.46 Unrealized
CION Cion Investment Corp 0.0%
Value ($000) $22 Shares 2,100 Est. Cost $7.64 Unrealized +29.0%
NVR NVR, Inc. 0.0%
Value ($000) $22 Shares 3 Est. Cost $6210.32 Unrealized +22.5%
OVV Ovintiv Inc 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.69 Unrealized 0.0%
CVS CVS Caremark Corporation 0.0%
Value ($000) $20 Shares 300 Est. Cost $65.40 Unrealized -11.3%
UGI UGI Corp 0.0%
Value ($000) $20 Shares 609 Est. Cost $31.68 Unrealized 0.0%
WELL Welltower Inc 0.0%
Value ($000) $20 Shares 131 Est. Cost $83.03 Unrealized +69.0%
BP BP PLC Spons ADR 0.0%
Value ($000) $20 Shares 594 Est. Cost $35.40 Unrealized
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value ($000) $20 Shares 90 Est. Cost $213.33 Unrealized
TEL TE Connectivity Plc 0.0%
Value ($000) $20 Shares 140 Est. Cost $146.50 Unrealized 0.0%
SEIC SEI Investments Company 0.0%
Value ($000) $19 Shares 248 Est. Cost $56.53 Unrealized +40.5%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $19 Shares 335 Est. Cost $39.59 Unrealized
AMH American Homes 4 Rent Class A 0.0%
Value ($000) $19 Shares 500 Est. Cost $37.81 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $18 Shares 306 Est. Cost $30.87 Unrealized +79.6%
C Citigroup Inc 0.0%
Value ($000) $18 Shares 250 Est. Cost $74.53 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $17 Shares 165 Est. Cost $131.89 Unrealized -8.9%
CPRT Copart, Inc. 0.0%
Value ($000) $17 Shares 304 Est. Cost $47.24 Unrealized +19.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $17 Shares 150 Est. Cost $75.68 Unrealized +32.8%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $17 Shares 274 Est. Cost $46.64 Unrealized +18.9%
IBN ICICI Bank Ltd ADR 0.0%
Value ($000) $17 Shares 528 Est. Cost $23.84 Unrealized
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $17 Shares 211 Est. Cost $58.47 Unrealized +32.8%
FISV Fiserv, Inc. 0.0%
Value ($000) $16 Shares 73 Est. Cost $142.45 Unrealized +53.7%
NXDT Nexpoint Diversified Real Estate REIT 0.0%
Value ($000) $16 Shares 4,200 Est. Cost $3.83 Unrealized
TBBK Bancorp Inc 0.0%
Value ($000) $16 Shares 300 Est. Cost $37.41 Unrealized +48.4%
GWW W W Grainger Inc. 0.0%
Value ($000) $16 Shares 16 Est. Cost $711.35 Unrealized +44.2%
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $16 Shares 264 Est. Cost $75.34 Unrealized -17.8%
IYC IShares U.S. Consumer Discretionary ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $96.14 Unrealized
DPZ Domino's Pizza Inc. 0.0%
Value ($000) $15 Shares 33 Est. Cost $497.09 Unrealized -10.4%
GMS Inc 0.0%
Value ($000) $14 Shares 195 Est. Cost $95.43 Unrealized
SPHD Invesco S&P 500 High Div Low Vol ETF 0.0%
Value ($000) $14 Shares 280 Est. Cost $50.23 Unrealized
DGT SPDR Global Dow ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $139.80 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $14 Shares 173 Est. Cost $75.34 Unrealized +15.5%
TXT Textron Inc 0.0%
Value ($000) $14 Shares 189 Est. Cost $74.34 Unrealized +0.6%
FAST Fastenal 0.0%
Value ($000) $13 Shares 174 Est. Cost $26.81 Unrealized +37.4%
IONQ IonQ, Inc Com 0.0%
Value ($000) $13 Shares 600 Est. Cost $32.40 Unrealized 0.0%
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.17 Unrealized
FCNCA First Citizens Bancshares Inc. 0.0%
Value ($000) $13 Shares 7 Est. Cost $1392.36 Unrealized +45.7%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $90.94 Unrealized -19.3%
SPDW SPDR Portfolio Developed ETF 0.0%
Value ($000) $13 Shares 354 Est. Cost $37.56 Unrealized
IZRL Ark Israel Innovative Tech ETF 0.0%
Value ($000) $13 Shares 595 Est. Cost $21.45 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $13 Shares 339 Est. Cost $42.41 Unrealized -18.4%
FMAT Fidelity MSCI Materials Index ETF 0.0%
Value ($000) $13 Shares 260 Est. Cost $48.32 Unrealized
SGA SAGA Communications Inc Cl A New 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $21.03 Unrealized -42.6%
GSK GSK PLC ADR 0.0%
Value ($000) $12 Shares 320 Est. Cost $37.06 Unrealized
MDY SPDR S&P Midcap 400 0.0%
Value ($000) $12 Shares 22 Est. Cost $535.09 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $12 Shares 45 Est. Cost $296.68 Unrealized -7.5%
MAR Marriott International Inc 0.0%
Value ($000) $11 Shares 48 Est. Cost $194.22 Unrealized +38.7%
EPR EPR Properties REIT 0.0%
Value ($000) $11 Shares 215 Est. Cost $48.45 Unrealized
VLTO Veralto Corp Com SHS 0.0%
Value ($000) $11 Shares 115 Est. Cost $77.02 Unrealized +29.0%
FDN First Trust Dow Jones Internet Index 0.0%
Value ($000) $11 Shares 50 Est. Cost $222.16 Unrealized
KLAC KLA-Tencor Corp 0.0%
Value ($000) $11 Shares 16 Est. Cost $620.65 Unrealized +15.2%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $32.83 Unrealized 0.0%
AROC Archrock Inc 0.0%
Value ($000) $11 Shares 414 Est. Cost $12.85 Unrealized +102.7%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $10 Shares 441 Est. Cost $22.28 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $10 Shares 23 Est. Cost $292.97 Unrealized +50.7%
F Ford Motor Company 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.08 Unrealized -8.3%
DXCM Dexcom Inc 0.0%
Value ($000) $10 Shares 140 Est. Cost $81.60 Unrealized 0.0%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $9 Shares 36 Est. Cost $257.66 Unrealized +7.9%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $5.45 Unrealized
HLI Houlihan Lokey Inc 0.0%
Value ($000) $9 Shares 56 Est. Cost $105.04 Unrealized +61.5%
RMD ResMed Inc. 0.0%
Value ($000) $9 Shares 40 Est. Cost $231.66 Unrealized 0.0%
CLS Celestica Inc Com 0.0%
Value ($000) $9 Shares 113 Est. Cost $106.09 Unrealized 0.0%
AIG American International Group Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $72.24 Unrealized +5.4%
ANGL Vaneck Fallen Angel High Yld Bond ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.86 Unrealized
FTNT Fortinet Inc. 0.0%
Value ($000) $8 Shares 88 Est. Cost $55.42 Unrealized +82.9%
PM Philip Morris International Inc 0.0%
Value ($000) $8 Shares 52 Est. Cost $120.59 Unrealized +13.6%
MRNA Moderna Inc 0.0%
Value ($000) $8 Shares 290 Est. Cost $84.66 Unrealized -58.1%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $54.76 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $8 Shares 435 Est. Cost $18.59 Unrealized
CBRE CBRE Group 0.0%
Value ($000) $8 Shares 61 Est. Cost $77.74 Unrealized +74.8%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.61 Unrealized +31.0%
PPH Vaneck Pharmaceutical ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $91.13 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $8 Shares 89 Est. Cost $70.61 Unrealized +31.5%
WF Woori Finl Goup Inc ADS 0.0%
Value ($000) $7 Shares 219 Est. Cost $30.22 Unrealized
UBS UBS Group 0.0%
Value ($000) $7 Shares 235 Est. Cost $26.30 Unrealized +26.8%
GATX GATX Corp 0.0%
Value ($000) $7 Shares 46 Est. Cost $106.49 Unrealized +47.5%
EEMV iShares MSCI Emerg Mkts Min Vol Fctr ETF 0.0%
Value ($000) $7 Shares 121 Est. Cost $53.35 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $7 Shares 34 Est. Cost $172.85 Unrealized +10.7%
FMX Fomento Economico Mexicano S.A.B. De C.V. (Femsa) Sp Adr (Isin #us3444191064 Sedol #2246039) 0.0%
Value ($000) $7 Shares 72 Est. Cost $130.35 Unrealized
CVU CPI Aerostructures Inc 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.77 Unrealized +52.9%
DOCU Docusign Inc. 0.0%
Value ($000) $7 Shares 85 Est. Cost $87.59 Unrealized 0.0%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.14 Unrealized
LAZ Lazard Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $49.73 Unrealized 0.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $89.95 Unrealized +40.9%
KXI iShares Global Consumer Staples ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $64.05 Unrealized
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.0%
Value ($000) $6 Shares 135 Est. Cost $40.90 Unrealized
RGA Reinsurance Group of America Inc 0.0%
Value ($000) $6 Shares 32 Est. Cost $155.62 Unrealized +33.2%
XLRE SPDR Real Estate Select Sector Fund 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.67 Unrealized
MDLZ Mondelez Intl Inc Com Cl A 0.0%
Value ($000) $6 Shares 91 Est. Cost $64.68 Unrealized -7.6%
SNA Snap-on Inc 0.0%
Value ($000) $6 Shares 18 Est. Cost $254.66 Unrealized +30.3%
FE FirstEnergy Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.47 Unrealized 0.0%
KB KB Financial Group Inc Spons ADR 0.0%
Value ($000) $6 Shares 112 Est. Cost $41.37 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value ($000) $6 Shares 54 Est. Cost $144.07 Unrealized +12.1%
DKNG DraftKings Inc New Com Class A 0.0%
Value ($000) $6 Shares 180 Est. Cost $35.36 Unrealized +16.2%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $6 Shares 12 Est. Cost $405.80 Unrealized +21.9%
R Ryder System Inc. 0.0%
Value ($000) $6 Shares 41 Est. Cost $105.16 Unrealized +48.1%
BILL Bill.com Holdings Inc 0.0%
Value ($000) $5 Shares 118 Est. Cost $82.11 Unrealized -18.1%
ANSYS, Inc. 0.0%
Value ($000) $5 Shares 17 Est. Cost $362.88 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $5 Shares 80 Est. Cost $77.71 Unrealized 0.0%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $5 Shares 242 Est. Cost $20.71 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $5 Shares 127 Est. Cost $79.93 Unrealized -37.0%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $5 Shares 106 Est. Cost $78.72 Unrealized -31.2%
NHC National Healthcare Corp 0.0%
Value ($000) $5 Shares 53 Est. Cost $76.63 Unrealized +26.4%
BCC Boisa Cascade Co 0.0%
Value ($000) $5 Shares 50 Est. Cost $98.76 Unrealized +13.6%
CHWY Chewy, Inc. 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.67 Unrealized +34.5%
ALSN Allison Transmission Holdings Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $62.74 Unrealized +67.3%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $5 Shares 21 Est. Cost $244.13 Unrealized +1.8%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.57 Unrealized +4.4%
RDY Dr. Reddy's Laboratories LTD ADR (ISIN #US2561352038 SEDOL #2748881) 0.0%
Value ($000) $4 Shares 340 Est. Cost $26.55 Unrealized
CRH CRH Plc Ord 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.84 Unrealized +17.9%
SNAP Snap Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.26 Unrealized -15.0%
FN Fabrinet 0.0%
Value ($000) $4 Shares 22 Est. Cost $171.38 Unrealized +27.3%
HXL Hexcel Corp 0.0%
Value ($000) $4 Shares 79 Est. Cost $67.59 Unrealized -7.6%
HLN Haleon PLC Spon ADS 0.0%
Value ($000) $4 Shares 400 Est. Cost $8.23 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $4 Shares 26 Est. Cost $112.21 Unrealized +70.0%
UA Under Armour 0.0%
Value ($000) $4 Shares 684 Est. Cost $7.23 Unrealized -5.8%
VOYA Voya Financial Inc 0.0%
Value ($000) $4 Shares 60 Est. Cost $68.90 Unrealized -0.7%
D Dominion Resources Inc Va 0.0%
Value ($000) $4 Shares 70 Est. Cost $51.16 Unrealized +3.1%
EXC Exelon Corp. 0.0%
Value ($000) $4 Shares 80 Est. Cost $35.76 Unrealized +13.3%
EXAS Exact Sciences Corp 0.0%
Value ($000) $4 Shares 85 Est. Cost $50.64 Unrealized 0.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $288.00 Unrealized
ELF E L F Beauty Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $115.37 Unrealized -24.5%
Invesco Alerian Galaxy Block ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.55 Unrealized
SANA Sana Biotechnology Inc 0.0%
Value ($000) $3 Shares 1,520 Est. Cost $2.79 Unrealized 0.0%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $3 Shares 185 Est. Cost $8.49 Unrealized
DUOL Duolingo Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $194.44 Unrealized +75.9%
HPQ HP Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.96 Unrealized +8.6%
ARKK ARK Innovation ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.58 Unrealized
MU Micron Tech Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $95.73 Unrealized 0.0%
PR Permian Resources Corp Class A Com 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.32 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $2 Shares 17 Est. Cost $80.29 Unrealized +56.8%
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized +22.7%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $2 Shares 474 Est. Cost $1.42 Unrealized +251.6%
CSX CSX Corporation 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.21 Unrealized -5.7%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $2 Shares 281 Est. Cost $7.69 Unrealized -3.2%
ITB iShares US Home Construction (MKT) 0.0%
Value ($000) $2 Shares 18 Est. Cost $115.78 Unrealized
TLH iShares 10-20 Year Treasury Bond (Mkt) 0.0%
Value ($000) $2 Shares 16 Est. Cost $98.50 Unrealized
XLU Utilities Select Sector SPDR (Mkt) 0.0%
Value ($000) $2 Shares 20 Est. Cost $75.70 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $276.13 Unrealized +25.3%
BTC Grayscale Bitcoin Mini TR ETF NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $36.50 Unrealized
COMT iShares Commodities Select Strategy ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $29.15 Unrealized
GSST Goldman Sachs Aces Ultra Shr BD ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $50.21 Unrealized
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.16 Unrealized 0.0%
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.19 Unrealized
PRFZ Invesco FTSE Rafi US 1500 Small-Mid ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $33.00 Unrealized
HUT Hut 8 Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.46 Unrealized 0.0%
NEO NeoGenomics, Inc. 0.0%
Value ($000) $1 Shares 108 Est. Cost $16.36 Unrealized -23.7%
FTV Fortive Corp Com 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.63 Unrealized +1.5%
HYDR Global X Funds Hydrogen ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.15 Unrealized
ABNB Airbnb Inc Class A 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.81 Unrealized -12.3%
ASTL Algoma Steel Group Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.40 Unrealized 0.0%
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 18 Est. Cost $25.53 Unrealized +22.5%
BOIL Proshares Ultra Bloomberg Natural Gas ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $85.80 Unrealized
Barrick Gold Corp (Isin #ca0679011084 Sedol #2024677) 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.71 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.94 Unrealized +2.4%
BATRK Liberty Media Corp Del Com Ser C 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.01 Unrealized 0.0%
Nektar Therapeutics 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.68 Unrealized
UDMY Udemy Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.45 Unrealized -31.7%
IDV iShares International Select Div 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized
RBBN Ribbon Communications Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $2.25 Unrealized +87.0%