Arlington Trust Co LLC Diversified Active

CIK: 0001997685 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 8, 2025

Total Value ($000): $512,389 (100.0% shares, 0.0% debt)

Holdings (700)

VYM Vanguard High Dividend Yield Index ETF 11.4%
Value ($000) $58,337 Shares 437,601 Est. Cost $110.14 Unrealized
VTI Vanguard Total Stock Market (ETF) 10.8%
Value ($000) $55,593 Shares 182,914 Est. Cost $274.00 Unrealized
VEA Vanguard FTSE Developed Markets ETF 9.5%
Value ($000) $48,639 Shares 853,171 Est. Cost $47.16 Unrealized
VIG Vanguard Dividend Appreciation ETF 7.2%
Value ($000) $37,131 Shares 181,417 Est. Cost $170.37 Unrealized
VYMI Vanguard International High Dividend Yield Index ETF 4.8%
Value ($000) $24,372 Shares 304,237 Est. Cost $65.99 Unrealized
RSP Invesco S&P 500 Equal Weighted ETF 3.3%
Value ($000) $16,781 Shares 92,337 Est. Cost $178.67 Unrealized
SCHX Schwab US Large-Cap ETFT Mkt 2.9%
Value ($000) $14,849 Shares 607,569 Est. Cost $34.25 Unrealized
MSFT Microsoft Corp 2.7%
Value ($000) $13,970 Shares 28,086 Est. Cost $337.55 Unrealized +28.1%
AAPL Apple Inc 2.7%
Value ($000) $13,759 Shares 67,060 Est. Cost $184.39 Unrealized +9.2%
BRK/B Berkshire Hathaway Inc B 2.4%
Value ($000) $12,102 Shares 24,913 Est. Cost $352.50 Unrealized +44.1%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $10,501 Shares 16,996 Est. Cost $462.09 Unrealized
IVE iShares S&P 500 Value ETF 2.0%
Value ($000) $10,448 Shares 53,464 Est. Cost $171.32 Unrealized
SMDV ProShares Russell 2000 Dividend Growers ETF 1.8%
Value ($000) $9,111 Shares 140,033 Est. Cost $62.97 Unrealized
NVDA Nvidia Corp 1.6%
Value ($000) $8,102 Shares 51,282 Est. Cost $95.80 Unrealized +31.3%
AMZN Amazon.com Inc 1.2%
Value ($000) $6,064 Shares 27,641 Est. Cost $148.14 Unrealized +33.6%
GOOGL Alphabet Inc. Stock Class A 1.0%
Value ($000) $4,923 Shares 27,933 Est. Cost $137.01 Unrealized +19.2%
IVV iShares Core S&P 500 (Mkt) 0.9%
Value ($000) $4,452 Shares 7,170 Est. Cost $483.82 Unrealized
AVGO Broadcom Inc. 0.9%
Value ($000) $4,412 Shares 16,005 Est. Cost $155.86 Unrealized +38.5%
SCHG Schwab US Large-Cap Growth ETF 0.8%
Value ($000) $4,259 Shares 145,800 Est. Cost $41.64 Unrealized
V Visa Inc Class A Shares 0.8%
Value ($000) $3,944 Shares 11,109 Est. Cost $246.39 Unrealized +40.8%
JPM JP Morgan Chase & Co 0.8%
Value ($000) $3,856 Shares 13,300 Est. Cost $146.58 Unrealized +72.4%
SPYG SPdr Prtflo SP 500 GW 0.7%
Value ($000) $3,384 Shares 35,497 Est. Cost $87.83 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.6%
Value ($000) $3,324 Shares 17,613 Est. Cost $163.47 Unrealized
GOOG Alphabet Inc 0.6%
Value ($000) $3,205 Shares 18,067 Est. Cost $142.77 Unrealized +15.5%
COST Costco Wholesale Corp 0.6%
Value ($000) $2,838 Shares 2,867 Est. Cost $610.45 Unrealized +62.3%
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $2,808 Shares 4,943 Est. Cost $491.68 Unrealized
IXN iShares Global Tech (Mkt) 0.5%
Value ($000) $2,713 Shares 29,380 Est. Cost $68.80 Unrealized
DVY iShares Select Dividend ETF 0.5%
Value ($000) $2,695 Shares 20,289 Est. Cost $117.22 Unrealized
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $2,372 Shares 24,256 Est. Cost $58.99 Unrealized +60.6%
AJG Arthur J Gallagher & Co 0.5%
Value ($000) $2,363 Shares 7,382 Est. Cost $271.20 Unrealized +20.8%
IAU iShares Gold Trust 0.4%
Value ($000) $2,278 Shares 36,527 Est. Cost $39.03 Unrealized
TJX TJX Cos Inc 0.4%
Value ($000) $2,072 Shares 16,780 Est. Cost $88.77 Unrealized +41.8%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.4%
Value ($000) $2,005 Shares 20,000 Est. Cost $43.55 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $1,944 Shares 8,890 Est. Cost $121.19 Unrealized +32.7%
INTU Intuit Inc 0.3%
Value ($000) $1,760 Shares 2,234 Est. Cost $547.38 Unrealized +23.2%
LLY Eli Lilly & Co 0.3%
Value ($000) $1,759 Shares 2,256 Est. Cost $563.89 Unrealized +37.2%
NFLX Netflix Inc 0.3%
Value ($000) $1,718 Shares 1,283 Est. Cost $52.02 Unrealized +117.3%
GLD SPDR Gold Trust 0.3%
Value ($000) $1,699 Shares 5,572 Est. Cost $202.99 Unrealized
PGR Progressive Corporation 0.3%
Value ($000) $1,679 Shares 6,290 Est. Cost $143.60 Unrealized +79.3%
META Meta Platforms Inc 0.3%
Value ($000) $1,674 Shares 2,268 Est. Cost $341.68 Unrealized +80.5%
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.3%
Value ($000) $1,639 Shares 21,201 Est. Cost $64.93 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,624 Shares 11,940 Est. Cost $99.40 Unrealized +31.4%
ACWI iShares MSCI ACWI Index ETF 0.3%
Value ($000) $1,608 Shares 12,500 Est. Cost $101.77 Unrealized
VXUS Vanguard Total Intl Stock Idx ETF 0.3%
Value ($000) $1,594 Shares 23,068 Est. Cost $59.35 Unrealized
AMD Advanced Micro Devices, Inc. 0.3%
Value ($000) $1,588 Shares 11,192 Est. Cost $117.31 Unrealized -7.2%
VGT Vanguard Information Technology ETF 0.3%
Value ($000) $1,559 Shares 2,350 Est. Cost $425.63 Unrealized
VTWO Vanguard Russell 2000 Index Fund ETF 0.3%
Value ($000) $1,550 Shares 17,774 Est. Cost $81.09 Unrealized
MLPX Global X MLP & Energy Infrastructure 0.3%
Value ($000) $1,527 Shares 24,368 Est. Cost $44.62 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $1,509 Shares 4,116 Est. Cost $320.68 Unrealized +11.0%
MTB M&T Bank Corp 0.3%
Value ($000) $1,309 Shares 6,750 Est. Cost $138.95 Unrealized +24.4%
GE General Electric Co 0.3%
Value ($000) $1,298 Shares 5,041 Est. Cost $91.60 Unrealized +138.6%
LPX Louisiana-Pacific Corp 0.3%
Value ($000) $1,290 Shares 15,000 Est. Cost $59.73 Unrealized +48.8%
AWK American Water Works Co Inc 0.2%
Value ($000) $1,268 Shares 9,113 Est. Cost $120.26 Unrealized +17.4%
TMUS T-Mobile US Inc 0.2%
Value ($000) $1,253 Shares 5,258 Est. Cost $146.55 Unrealized +64.8%
QCOM Qualcomm Inc 0.2%
Value ($000) $1,238 Shares 7,774 Est. Cost $123.56 Unrealized +17.4%
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,235 Shares 17,798 Est. Cost $51.14 Unrealized +18.1%
CVX Chevron Corp 0.2%
Value ($000) $1,188 Shares 8,294 Est. Cost $139.00 Unrealized -1.4%
ECL Ecolab Inc 0.2%
Value ($000) $1,147 Shares 4,257 Est. Cost $187.58 Unrealized +34.5%
IJR iShares Core S&P Small-Cap 0.2%
Value ($000) $1,139 Shares 10,425 Est. Cost $112.82 Unrealized
ORLY O'Reilly Automotive Inc 0.2%
Value ($000) $1,138 Shares 12,630 Est. Cost $89.52 Unrealized +1.9%
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $1,106 Shares 8,608 Est. Cost $102.88 Unrealized
ABBV Abbvie Inc Com 0.2%
Value ($000) $1,073 Shares 5,779 Est. Cost $141.38 Unrealized +29.2%
XLI SPDR Industrial Select Sector 0.2%
Value ($000) $1,067 Shares 7,234 Est. Cost $108.39 Unrealized
IJH iShares Core S&P MidCap 0.2%
Value ($000) $1,066 Shares 17,187 Est. Cost $62.32 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 0.2%
Value ($000) $1,009 Shares 10,997 Est. Cost $91.81 Unrealized
RTX Raytheon Technologies Corp 0.2%
Value ($000) $992 Shares 6,795 Est. Cost $97.82 Unrealized +34.7%
QQQ Invesco QQQ Trust 0.2%
Value ($000) $985 Shares 1,785 Est. Cost $427.72 Unrealized
EW Edwards LIfe Sciences Corp 0.2%
Value ($000) $957 Shares 12,230 Est. Cost $70.26 Unrealized +6.2%
HCA HCA Healthcare Inc 0.2%
Value ($000) $876 Shares 2,286 Est. Cost $243.31 Unrealized +47.4%
TSCO Tractor Supply Co 0.2%
Value ($000) $875 Shares 16,587 Est. Cost $52.32 Unrealized -3.3%
ADBE Adobe Systems Incorporated 0.2%
Value ($000) $822 Shares 2,125 Est. Cost $571.81 Unrealized -32.6%
CI Cigna Corp 0.2%
Value ($000) $801 Shares 2,423 Est. Cost $287.54 Unrealized +10.6%
AMP Ameriprise Financial Inc 0.2%
Value ($000) $784 Shares 1,468 Est. Cost $354.43 Unrealized +38.3%
LULU Lulu Lemon Athletica Inc 0.2%
Value ($000) $779 Shares 3,280 Est. Cost $431.63 Unrealized -36.2%
SPTM SPDR Portfolio S&P 1500 0.2%
Value ($000) $777 Shares 10,381 Est. Cost $69.51 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $763 Shares 2,732 Est. Cost $264.96 Unrealized +4.8%
XLV SPDR Health Care Select Sector 0.1%
Value ($000) $757 Shares 5,614 Est. Cost $131.59 Unrealized
SPYM SPDR Portfolio S&P 500 0.1%
Value ($000) $741 Shares 10,195 Est. Cost $67.18 Unrealized
MCK Mckesson Corp 0.1%
Value ($000) $712 Shares 971 Est. Cost $448.12 Unrealized +57.0%
COP Conocophillips 0.1%
Value ($000) $681 Shares 7,587 Est. Cost $109.49 Unrealized -19.6%
ITOT iShares Core S&P Total US Stock Market 0.1%
Value ($000) $672 Shares 4,975 Est. Cost $113.63 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $666 Shares 9,040 Est. Cost $73.53 Unrealized
GEV GE Vernova Inc. Com 0.1%
Value ($000) $641 Shares 1,212 Est. Cost $158.10 Unrealized +163.1%
TXN Texas Instruments Inc 0.1%
Value ($000) $634 Shares 3,055 Est. Cost $155.78 Unrealized +11.9%
GS Goldman Sachs 0.1%
Value ($000) $620 Shares 876 Est. Cost $345.44 Unrealized +65.5%
VGSH Vanguard Short-Term Government Bond Index Fund ETF 0.1%
Value ($000) $616 Shares 10,480 Est. Cost $58.40 Unrealized
AOS A. O. Smith Corp 0.1%
Value ($000) $598 Shares 9,123 Est. Cost $70.85 Unrealized -8.7%
BAC Bank Of America Corp 0.1%
Value ($000) $568 Shares 12,003 Est. Cost $29.70 Unrealized +39.6%
PH Parker-Hannifin Corp 0.1%
Value ($000) $557 Shares 797 Est. Cost $440.53 Unrealized +42.6%
XOM Exxon Mobil Corp 0.1%
Value ($000) $535 Shares 4,963 Est. Cost $103.20 Unrealized +1.3%
ISTB iShares Core 1-5 Year USD Bond ETF 0.1%
Value ($000) $530 Shares 10,900 Est. Cost $47.56 Unrealized
IWD iShares Russell 1000 Value 0.1%
Value ($000) $522 Shares 2,690 Est. Cost $184.22 Unrealized
SO Southern Company 0.1%
Value ($000) $518 Shares 5,645 Est. Cost $70.11 Unrealized +25.5%
ATMP Barclays Bank PLC 0.1%
Value ($000) $513 Shares 17,500 Est. Cost $21.48 Unrealized
XPO XPO Logistics Inc Sr 0.1%
Value ($000) $505 Shares 4,000 Est. Cost $81.49 Unrealized +37.7%
PAYX Paychex Inc 0.1%
Value ($000) $500 Shares 3,434 Est. Cost $112.83 Unrealized +30.7%
GEL Genesis Energy LP 0.1%
Value ($000) $491 Shares 28,500 Est. Cost $11.58 Unrealized
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $488 Shares 1,150 Est. Cost $401.58 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $481 Shares 1,542 Est. Cost $509.17 Unrealized -26.4%
WM Waste Management Inc 0.1%
Value ($000) $471 Shares 2,060 Est. Cost $172.37 Unrealized +33.2%
XLF Financial Select Sector SPDR (Mkt) 0.1%
Value ($000) $469 Shares 8,955 Est. Cost $36.50 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $468 Shares 1,601 Est. Cost $274.67 Unrealized +10.5%
MA Mastercard Inc Class A 0.1%
Value ($000) $460 Shares 818 Est. Cost $434.48 Unrealized +26.9%
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1%
Value ($000) $459 Shares 6,000 Est. Cost $62.04 Unrealized
SCHB Schwab US Broad Market ETF 0.1%
Value ($000) $445 Shares 18,686 Est. Cost $22.56 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $442 Shares 1,390 Est. Cost $302.89 Unrealized -0.5%
PG Procter & Gamble Co 0.1%
Value ($000) $437 Shares 2,742 Est. Cost $153.75 Unrealized +4.6%
TRGP Targa Resources Corp 0.1%
Value ($000) $433 Shares 2,485 Est. Cost $122.83 Unrealized +34.8%
PEP Pepsico Inc 0.1%
Value ($000) $426 Shares 3,229 Est. Cost $159.04 Unrealized -17.6%
RSG Republic Services Inc 0.1%
Value ($000) $417 Shares 1,689 Est. Cost $155.26 Unrealized +57.9%
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $411 Shares 6,882 Est. Cost $47.81 Unrealized
ISRG Intuitive Surgical, Inc. 0.1%
Value ($000) $408 Shares 751 Est. Cost $377.56 Unrealized +38.5%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $403 Shares 1,622 Est. Cost $250.70 Unrealized
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $401 Shares 2,195 Est. Cost $158.90 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $398 Shares 1,586 Est. Cost $180.42 Unrealized +25.8%
LNG Cheniere Energy 0.1%
Value ($000) $397 Shares 1,629 Est. Cost $171.83 Unrealized +34.8%
XYL Xylem Inc 0.1%
Value ($000) $388 Shares 3,000 Est. Cost $99.20 Unrealized +21.2%
ADSK Autodesk Inc 0.1%
Value ($000) $387 Shares 1,250 Est. Cost $215.94 Unrealized +31.4%
HEDJ WisdomTree Europe Hedged Equity ETF 0.1%
Value ($000) $385 Shares 8,000 Est. Cost $45.21 Unrealized
TFC Truist Financial Corp 0.1%
Value ($000) $382 Shares 8,892 Est. Cost $31.70 Unrealized +19.9%
STLD Steel Dynamics, Inc. 0.1%
Value ($000) $365 Shares 2,850 Est. Cost $114.38 Unrealized +10.5%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $364 Shares 12,061 Est. Cost $25.23 Unrealized
AXP American Express Co 0.1%
Value ($000) $341 Shares 1,068 Est. Cost $210.13 Unrealized +32.9%
KO Coca Cola Co 0.1%
Value ($000) $329 Shares 4,656 Est. Cost $61.43 Unrealized +13.6%
SIVR Abrdn Silver ETF Trust Physical Silver Shares ETF 0.1%
Value ($000) $327 Shares 9,500 Est. Cost $29.35 Unrealized
VWO Vanguard FTSE Emerging Markets (ETF) 0.1%
Value ($000) $320 Shares 6,477 Est. Cost $45.69 Unrealized
ITT ITT Inc 0.1%
Value ($000) $318 Shares 2,025 Est. Cost $105.13 Unrealized +35.5%
TSM Taiwan Semiconductor Manufacturing Company ADR 0.1%
Value ($000) $310 Shares 1,370 Est. Cost $90.09 Unrealized
STAG Stag Industrial Inc 0.1%
Value ($000) $309 Shares 8,527 Est. Cost $39.26 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $307 Shares 1,200 Est. Cost $200.14 Unrealized +16.4%
DE Deere & Company 0.1%
Value ($000) $304 Shares 597 Est. Cost $401.74 Unrealized +20.6%
IUSB iShares Core Total USD Bond Market ETF 0.1%
Value ($000) $300 Shares 6,492 Est. Cost $45.13 Unrealized
XLK Technology Select Sector 0.1%
Value ($000) $299 Shares 1,180 Est. Cost $214.51 Unrealized
AMAT Applied Materials, Inc. 0.1%
Value ($000) $294 Shares 1,607 Est. Cost $156.62 Unrealized +0.5%
CAT Caterpillar Inc 0.1%
Value ($000) $294 Shares 757 Est. Cost $348.22 Unrealized -5.0%
XLY SPDR Consumer Discretionary Select Sector 0.1%
Value ($000) $292 Shares 1,342 Est. Cost $193.62 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $287 Shares 1,625 Est. Cost $154.22 Unrealized
ACGL Arch Capital Group Ltd. 0.1%
Value ($000) $285 Shares 3,125 Est. Cost $77.56 Unrealized +19.0%
MKL Markel Corporation 0.1%
Value ($000) $282 Shares 141 Est. Cost $1422.54 Unrealized +31.8%
NEE Nextera Energy Inc 0.1%
Value ($000) $271 Shares 3,906 Est. Cost $62.94 Unrealized +8.2%
MRK Merck & Co Inc 0.1%
Value ($000) $270 Shares 3,410 Est. Cost $99.84 Unrealized -22.5%
TOL Toll Brothers Inc 0.1%
Value ($000) $268 Shares 2,350 Est. Cost $83.33 Unrealized +24.5%
APO Apollo Global Management Inc Common Stock 0.1%
Value ($000) $265 Shares 1,871 Est. Cost $86.61 Unrealized +51.7%
SONY Sony Corp ADR 0.1%
Value ($000) $265 Shares 10,170 Est. Cost $33.47 Unrealized
CB Chubb Limited 0.1%
Value ($000) $264 Shares 910 Est. Cost $231.83 Unrealized +23.8%
FANG Diamondback Energy Inc 0.1%
Value ($000) $261 Shares 1,903 Est. Cost $143.64 Unrealized -5.2%
EFV iShares MSCI EAFE Value ETF 0.1%
Value ($000) $261 Shares 4,114 Est. Cost $52.67 Unrealized
SFBS Servisfirst Bancshares 0.1%
Value ($000) $260 Shares 3,357 Est. Cost $51.98 Unrealized +40.1%
T AT&T Inc 0.1%
Value ($000) $260 Shares 8,972 Est. Cost $17.73 Unrealized +52.0%
OEF iShares S&P 100 (Mkt) 0.1%
Value ($000) $259 Shares 850 Est. Cost $302.53 Unrealized
PSLV Sprott Physical Silver Trust 0.1%
Value ($000) $258 Shares 21,101 Est. Cost $10.45 Unrealized
KR Kroger Co 0.1%
Value ($000) $257 Shares 3,585 Est. Cost $46.94 Unrealized +45.3%
LMT Lockheed Martin Corp 0.0%
Value ($000) $253 Shares 547 Est. Cost $433.77 Unrealized +5.8%
SHW Sherwin-Williams Co 0.0%
Value ($000) $244 Shares 712 Est. Cost $323.52 Unrealized +6.5%
SHOP Shopify Inc 0.0%
Value ($000) $242 Shares 2,100 Est. Cost $66.26 Unrealized +50.9%
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $240 Shares 1,477 Est. Cost $227.93 Unrealized -22.5%
ACN Accenture Plc 0.0%
Value ($000) $239 Shares 799 Est. Cost $326.73 Unrealized -7.3%
PLD Prologis, Inc. 0.0%
Value ($000) $233 Shares 2,215 Est. Cost $107.45 Unrealized -4.8%
CL Colgate-Palmolive Co 0.0%
Value ($000) $233 Shares 2,559 Est. Cost $87.04 Unrealized +3.5%
VUG Vanguard Growth Index Fund ETF 0.0%
Value ($000) $231 Shares 528 Est. Cost $388.36 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $230 Shares 2,970 Est. Cost $64.50 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $230 Shares 1,506 Est. Cost $149.09 Unrealized +1.2%
ASML ASML Holding NV ADR 0.0%
Value ($000) $220 Shares 275 Est. Cost $594.91 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $219 Shares 3,423 Est. Cost $53.82 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $213 Shares 1,076 Est. Cost $211.23 Unrealized -8.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $212 Shares 1,038 Est. Cost $169.04 Unrealized +9.9%
LOW Lowes Companies Inc 0.0%
Value ($000) $212 Shares 954 Est. Cost $229.20 Unrealized -3.7%
AMT American Tower REIT 0.0%
Value ($000) $210 Shares 952 Est. Cost $179.13 Unrealized +17.4%
MCO Moody's Corporation 0.0%
Value ($000) $208 Shares 415 Est. Cost $338.88 Unrealized +36.0%
IBM International Business Machines 0.0%
Value ($000) $207 Shares 703 Est. Cost $167.06 Unrealized +51.9%
ESGU iShares ESG MSCI USA 0.0%
Value ($000) $206 Shares 1,520 Est. Cost $120.51 Unrealized
IGV iShares North American Tech-Software (MKT) 0.0%
Value ($000) $204 Shares 1,860 Est. Cost $149.34 Unrealized
XLE Energy Select Sector SPDR (Mkt) 0.0%
Value ($000) $203 Shares 2,391 Est. Cost $87.94 Unrealized
COIN Coinbase Global Inc 0.0%
Value ($000) $203 Shares 578 Est. Cost $224.49 Unrealized +4.1%
SPSM SPDR Portfolio S&P 600 0.0%
Value ($000) $202 Shares 4,736 Est. Cost $45.51 Unrealized
ICE Intercontinental Exchange Group 0.0%
Value ($000) $201 Shares 1,093 Est. Cost $133.94 Unrealized +27.3%
HON Honeywell International Inc 0.0%
Value ($000) $199 Shares 855 Est. Cost $184.72 Unrealized +8.1%
TT Trane Technologies PLC 0.0%
Value ($000) $194 Shares 443 Est. Cost $204.57 Unrealized +92.1%
TRMK Trustmark Corporation 0.0%
Value ($000) $194 Shares 5,309 Est. Cost $25.82 Unrealized +30.4%
FTEC Fidelity MSCI Info Tech ETF 0.0%
Value ($000) $192 Shares 975 Est. Cost $161.27 Unrealized
EVR Evercore Inc 0.0%
Value ($000) $189 Shares 699 Est. Cost $140.62 Unrealized +55.3%
CMG Chipotle Mexican Grill In. 0.0%
Value ($000) $188 Shares 3,350 Est. Cost $61.91 Unrealized -17.8%
SPMD SPDR Portfolio S&P 400 0.0%
Value ($000) $187 Shares 3,436 Est. Cost $54.68 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $184 Shares 3,163 Est. Cost $39.17 Unrealized +36.8%
DOV Dover Corp 0.0%
Value ($000) $183 Shares 1,000 Est. Cost $136.69 Unrealized +26.3%
ALLY Ally Financial Common 0.0%
Value ($000) $180 Shares 4,622 Est. Cost $25.93 Unrealized +30.2%
MET Metlife Inc 0.0%
Value ($000) $178 Shares 2,210 Est. Cost $58.43 Unrealized +29.8%
ESAB Esab Corp 0.0%
Value ($000) $176 Shares 1,458 Est. Cost $75.17 Unrealized +60.4%
TER Teradyne, Inc. 0.0%
Value ($000) $175 Shares 1,950 Est. Cost $95.05 Unrealized -16.2%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $174 Shares 1,553 Est. Cost $100.97 Unrealized
MAS Masco Corp 0.0%
Value ($000) $174 Shares 2,700 Est. Cost $56.03 Unrealized +11.0%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $171 Shares 2,775 Est. Cost $57.01 Unrealized -9.6%
MPLX MPLX LP 0.0%
Value ($000) $170 Shares 3,300 Est. Cost $36.72 Unrealized
APH Amphenol Corporation 0.0%
Value ($000) $169 Shares 1,716 Est. Cost $56.05 Unrealized +45.2%
PFGC Performance Food Group 0.0%
Value ($000) $164 Shares 1,879 Est. Cost $61.45 Unrealized +35.5%
VTEB Vanguard Municipal Bond Fund ETF 0.0%
Value ($000) $164 Shares 3,351 Est. Cost $51.05 Unrealized
MOG/A Moog Inc 0.0%
Value ($000) $163 Shares 903 Est. Cost $127.54 Unrealized +36.9%
EMR Emerson Electric Co 0.0%
Value ($000) $162 Shares 1,213 Est. Cost $107.74 Unrealized +5.4%
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $157 Shares 3,207 Est. Cost $48.05 Unrealized
SIL Global X Silver ETF 0.0%
Value ($000) $156 Shares 3,238 Est. Cost $35.09 Unrealized
ZWS Zurn Water Solutions Corp 0.0%
Value ($000) $155 Shares 4,250 Est. Cost $27.69 Unrealized +23.3%
DUK Duke Energy Corp 0.0%
Value ($000) $154 Shares 1,307 Est. Cost $103.60 Unrealized +11.4%
ELV Anthem Inc 0.0%
Value ($000) $152 Shares 390 Est. Cost $440.50 Unrealized -10.0%
CME CME Group Inc 0.0%
Value ($000) $151 Shares 547 Est. Cost $194.73 Unrealized +37.9%
ZTS Zoetis Inc Common 0.0%
Value ($000) $150 Shares 960 Est. Cost $176.79 Unrealized -11.0%
XLB SPDR Materials Select Sector 0.0%
Value ($000) $149 Shares 1,700 Est. Cost $85.98 Unrealized
CTVA Corteva, Inc. 0.0%
Value ($000) $149 Shares 2,000 Est. Cost $59.13 Unrealized +11.9%
JCI Johnson Controls PLC 0.0%
Value ($000) $149 Shares 1,411 Est. Cost $51.34 Unrealized +78.7%
GL Globe Life Inc 0.0%
Value ($000) $148 Shares 1,192 Est. Cost $120.89 Unrealized 0.0%
AAAU Goldman Sachs Physical Gold ETF 0.0%
Value ($000) $147 Shares 4,512 Est. Cost $26.03 Unrealized
CSL Carlisle Companies Inc 0.0%
Value ($000) $146 Shares 392 Est. Cost $268.62 Unrealized +36.8%
ROP Roper Technologies Inc 0.0%
Value ($000) $146 Shares 258 Est. Cost $485.01 Unrealized +15.9%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $143 Shares 1,528 Est. Cost $88.93 Unrealized
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $142 Shares 1,175 Est. Cost $112.13 Unrealized
JEPI J P Morgan Equity Premium Inc ETF 0.0%
Value ($000) $142 Shares 2,500 Est. Cost $56.96 Unrealized
ORRF Orrstown Financial Services Inc 0.0%
Value ($000) $142 Shares 4,458 Est. Cost $21.87 Unrealized +31.6%
CP Canadian Pacific Kansas City Southern 0.0%
Value ($000) $140 Shares 1,766 Est. Cost $72.13 Unrealized +6.2%
ESI Element Solutions Inc 0.0%
Value ($000) $138 Shares 6,083 Est. Cost $19.63 Unrealized +5.9%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $138 Shares 6,250 Est. Cost $20.06 Unrealized
RRX Regal Beloit Corp 0.0%
Value ($000) $137 Shares 947 Est. Cost $126.16 Unrealized -0.6%
VDE Vanguard Energy ETF 0.0%
Value ($000) $137 Shares 1,150 Est. Cost $117.28 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $137 Shares 307 Est. Cost $420.83 Unrealized +9.5%
YUM YUM Brands Inc 0.0%
Value ($000) $135 Shares 908 Est. Cost $119.71 Unrealized +20.4%
BX Blackstone Group Inc 0.0%
Value ($000) $134 Shares 899 Est. Cost $102.08 Unrealized +32.4%
UNP Union Pacific Corp 0.0%
Value ($000) $134 Shares 581 Est. Cost $219.72 Unrealized -0.6%
SPGI S&P Global Inc. 0.0%
Value ($000) $133 Shares 253 Est. Cost $442.66 Unrealized +12.2%
LRCX Lam Research Corp 0.0%
Value ($000) $133 Shares 1,370 Est. Cost $74.98 Unrealized +5.2%
ENS EnerSys 0.0%
Value ($000) $133 Shares 1,553 Est. Cost $90.05 Unrealized -3.8%
DYNF Blackrock ETF Trust US Eqt Factor 0.0%
Value ($000) $133 Shares 2,437 Est. Cost $46.94 Unrealized
FELC Fidelity Covington Trust Enhanced Large Cap Core ETF 0.0%
Value ($000) $132 Shares 3,840 Est. Cost $30.60 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $132 Shares 5,206 Est. Cost $20.38 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $131 Shares 2,520 Est. Cost $39.82 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $130 Shares 849 Est. Cost $100.73 Unrealized +40.8%
EBAY Ebay Inc 0.0%
Value ($000) $130 Shares 1,750 Est. Cost $70.22 Unrealized 0.0%
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $130 Shares 3,272 Est. Cost $37.47 Unrealized
CRM Salesforce.com Inc. 0.0%
Value ($000) $129 Shares 473 Est. Cost $300.75 Unrealized -11.5%
TPL Texas Pacific Land Trust 0.0%
Value ($000) $127 Shares 120 Est. Cost $172.58 Unrealized +135.8%
PLAB Photronics, Inc. 0.0%
Value ($000) $123 Shares 6,540 Est. Cost $22.24 Unrealized -15.8%
CLH Clean Harbors Inc 0.0%
Value ($000) $123 Shares 532 Est. Cost $164.70 Unrealized +32.9%
LIN Linde PLC 0.0%
Value ($000) $121 Shares 258 Est. Cost $383.62 Unrealized +17.9%
NOC Northrop Grumman Corp 0.0%
Value ($000) $120 Shares 241 Est. Cost $450.02 Unrealized +8.0%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $120 Shares 5,320 Est. Cost $21.89 Unrealized +1.2%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $119 Shares 688 Est. Cost $150.50 Unrealized
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $118 Shares 315 Est. Cost $224.79 Unrealized +55.9%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $118 Shares 1,262 Est. Cost $52.44 Unrealized +57.0%
TDG TransDigm Group Inc. 0.0%
Value ($000) $116 Shares 76 Est. Cost $1062.09 Unrealized +23.7%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $115 Shares 2,086 Est. Cost $55.08 Unrealized
MRVL Marvell Technology Group Ltd. 0.0%
Value ($000) $114 Shares 1,472 Est. Cost $69.57 Unrealized -10.5%
CVS CVS Caremark Corporation 0.0%
Value ($000) $113 Shares 1,642 Est. Cost $64.41 Unrealized -0.3%
GSEW Goldman Sachs Equal Weight US Equity ETF 0.0%
Value ($000) $112 Shares 1,369 Est. Cost $76.04 Unrealized
EQIX Equinix Inc. 0.0%
Value ($000) $111 Shares 140 Est. Cost $733.99 Unrealized +13.9%
BLK Blackrock Inc 0.0%
Value ($000) $110 Shares 105 Est. Cost $991.05 Unrealized -5.8%
NOW ServiceNow Inc 0.0%
Value ($000) $109 Shares 106 Est. Cost $132.58 Unrealized +42.3%
EFX Equifax Inc 0.0%
Value ($000) $106 Shares 410 Est. Cost $200.72 Unrealized +26.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $105 Shares 980 Est. Cost $97.80 Unrealized +3.5%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $103 Shares 329 Est. Cost $100.17 Unrealized +135.7%
CRWD CrowdStrike Holdings Inc Class A 0.0%
Value ($000) $102 Shares 200 Est. Cost $332.59 Unrealized +30.4%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $102 Shares 1,012 Est. Cost $87.77 Unrealized +18.1%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $100 Shares 600 Est. Cost $175.48 Unrealized -15.7%
USO United States Oil 0.0%
Value ($000) $99 Shares 1,356 Est. Cost $66.65 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $98 Shares 660 Est. Cost $112.57 Unrealized +25.2%
BlackRock Res & Commodities St Shs 0.0%
Value ($000) $98 Shares 10,341 Est. Cost $9.19 Unrealized
MTD Mettler-Toledo International Inc. 0.0%
Value ($000) $98 Shares 83 Est. Cost $1225.41 Unrealized -8.8%
GPN Global Payments Inc 0.0%
Value ($000) $96 Shares 1,199 Est. Cost $113.23 Unrealized -30.7%
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $95 Shares 3,885 Est. Cost $36.43 Unrealized
DMLP Dorchester Minerals LP 0.0%
Value ($000) $95 Shares 3,400 Est. Cost $31.83 Unrealized
BTI British American Tobacco ADR 0.0%
Value ($000) $95 Shares 2,000 Est. Cost $29.29 Unrealized
IUSV iShares Russell 3000 Value (MKT) 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $84.33 Unrealized
SCHK Schwab 1000 Index ETF 0.0%
Value ($000) $92 Shares 3,100 Est. Cost $26.92 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $90 Shares 981 Est. Cost $96.82 Unrealized -12.0%
VZ Verizon Communications Inc 0.0%
Value ($000) $90 Shares 2,077 Est. Cost $36.43 Unrealized +14.8%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $90 Shares 519 Est. Cost $133.22 Unrealized +19.2%
FHLC Fidelity Health Care ETF 0.0%
Value ($000) $90 Shares 1,400 Est. Cost $68.32 Unrealized
BlackRock Enhanced Intl Div Tr Com Bene Inter 0.0%
Value ($000) $88 Shares 15,273 Est. Cost $5.58 Unrealized
COR AmerisourceBergen Corp 0.0%
Value ($000) $87 Shares 290 Est. Cost $228.58 Unrealized +25.5%
ALC Alcon Inc Ord 0.0%
Value ($000) $87 Shares 982 Est. Cost $81.66 Unrealized +9.7%
XSOE WisdomTree Trust Em Ex St-Owned 0.0%
Value ($000) $86 Shares 2,500 Est. Cost $30.63 Unrealized
DHI D. R. Horton Inc 0.0%
Value ($000) $86 Shares 666 Est. Cost $120.55 Unrealized +1.5%
VICI VICI Properties Inc 0.0%
Value ($000) $85 Shares 2,610 Est. Cost $26.20 Unrealized +16.5%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $85 Shares 300 Est. Cost $304.00 Unrealized -11.8%
SCHM Schwab US Mid Cap ETF 0.0%
Value ($000) $84 Shares 3,000 Est. Cost $26.20 Unrealized
FNDA FDT US SC 0.0%
Value ($000) $84 Shares 2,930 Est. Cost $42.53 Unrealized
Unilever Plc Sponsored ADR 0.0%
Value ($000) $83 Shares 1,364 Est. Cost $54.99 Unrealized
Nuveen S&P 500 Buy-Write In Com 0.0%
Value ($000) $83 Shares 6,000 Est. Cost $13.50 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $83 Shares 616 Est. Cost $122.12 Unrealized +0.1%
CWB SPDR Bloomberg Conv Sec ETF 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $76.62 Unrealized
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $83 Shares 990 Est. Cost $78.05 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $82 Shares 671 Est. Cost $72.87 Unrealized +56.0%
IUSG iShares Russell 3000 Growth (MKT) 0.0%
Value ($000) $82 Shares 546 Est. Cost $104.10 Unrealized
BSM Black Stone Minerals LP Common Stock Unit 0.0%
Value ($000) $82 Shares 6,250 Est. Cost $15.96 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $81 Shares 14 Est. Cost $3487.15 Unrealized +46.1%
KBR KBR, Inc. 0.0%
Value ($000) $81 Shares 1,688 Est. Cost $53.76 Unrealized -4.4%
VIOO Vanguard S&P Small-Cap 600 Index 0.0%
Value ($000) $81 Shares 798 Est. Cost $99.47 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $80 Shares 2,236 Est. Cost $40.06 Unrealized -15.4%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $80 Shares 3,000 Est. Cost $27.96 Unrealized
MLM Martin Marietta Materials, Inc 0.0%
Value ($000) $79 Shares 144 Est. Cost $440.95 Unrealized +19.4%
FDX FedEx Corp 0.0%
Value ($000) $79 Shares 346 Est. Cost $255.68 Unrealized -15.8%
MNDY Monday.com 0.0%
Value ($000) $78 Shares 247 Est. Cost $167.92 Unrealized +65.8%
ETN Eaton Corp PLC 0.0%
Value ($000) $77 Shares 217 Est. Cost $232.01 Unrealized +32.2%
NVO Novo Nordisk A/S Spons Adr 0.0%
Value ($000) $77 Shares 1,118 Est. Cost $90.94 Unrealized
VXF Vanguard Extended Market Index ETF (MKT) 0.0%
Value ($000) $77 Shares 400 Est. Cost $172.26 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $75 Shares 631 Est. Cost $115.58 Unrealized -3.0%
CF CF Industries Holdings Inc 0.0%
Value ($000) $75 Shares 819 Est. Cost $82.41 Unrealized +1.9%
MDT Medtronic PLC 0.0%
Value ($000) $75 Shares 863 Est. Cost $77.53 Unrealized +7.7%
SYK Stryker Corp 0.0%
Value ($000) $75 Shares 190 Est. Cost $316.29 Unrealized +17.5%
IJS iShares S&P Small Cap 600 Value ETF 0.0%
Value ($000) $75 Shares 750 Est. Cost $97.27 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $74 Shares 140 Est. Cost $964.05 Unrealized -42.3%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $73 Shares 200 Est. Cost $308.88 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $73 Shares 332 Est. Cost $185.95 Unrealized +20.0%
PSBD Palmer Square Capital BDC Inc 0.0%
Value ($000) $73 Shares 5,198 Est. Cost $13.31 Unrealized -8.1%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $72 Shares 525 Est. Cost $155.63 Unrealized -13.5%
SYY Sysco Corp 0.0%
Value ($000) $72 Shares 956 Est. Cost $67.04 Unrealized +6.0%
DIS Disney Walt Co 0.0%
Value ($000) $72 Shares 583 Est. Cost $92.74 Unrealized +10.9%
FNDF FDT Int LG 0.0%
Value ($000) $71 Shares 1,786 Est. Cost $33.73 Unrealized
AON Aon PLC 0.0%
Value ($000) $71 Shares 200 Est. Cost $325.28 Unrealized +11.1%
WFC Wells Fargo & Company 0.0%
Value ($000) $71 Shares 882 Est. Cost $54.58 Unrealized +30.3%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $70 Shares 4,200 Est. Cost $12.55 Unrealized +17.1%
XLRE SPDR Real Estate Select Sector Fund 0.0%
Value ($000) $68 Shares 1,650 Est. Cost $41.35 Unrealized
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $67 Shares 600 Est. Cost $90.67 Unrealized
APA APA Corp 0.0%
Value ($000) $67 Shares 3,662 Est. Cost $34.62 Unrealized -51.3%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $67 Shares 238 Est. Cost $250.55 Unrealized
PRF Invesco FTSE Rafi US 1000 ETF 0.0%
Value ($000) $66 Shares 1,550 Est. Cost $35.20 Unrealized
Synovus Financial Corp Com 0.0%
Value ($000) $65 Shares 1,256 Est. Cost $37.65 Unrealized
CNH CNH Industrial NV 0.0%
Value ($000) $65 Shares 5,000 Est. Cost $12.31 Unrealized -0.7%
SPGP Invesco S&P 500 GARP ETF 0.0%
Value ($000) $65 Shares 600 Est. Cost $99.88 Unrealized
LAMR Lamar Advertising Co 0.0%
Value ($000) $65 Shares 532 Est. Cost $106.28 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $64 Shares 955 Est. Cost $56.14 Unrealized
IQLT iShares MSCI Intl Quality ETF 0.0%
Value ($000) $63 Shares 1,450 Est. Cost $39.69 Unrealized
UNM Unum Group 0.0%
Value ($000) $63 Shares 774 Est. Cost $48.67 Unrealized +62.3%
CTAS Cintas Corp 0.0%
Value ($000) $62 Shares 280 Est. Cost $177.17 Unrealized +20.8%
PLTR Palantir Technologies Inc Class A 0.0%
Value ($000) $61 Shares 450 Est. Cost $83.22 Unrealized +40.9%
FCX Freeport-Mcmoran Copper & Gold 0.0%
Value ($000) $61 Shares 1,400 Est. Cost $38.09 Unrealized -1.0%
MSTR MicroStrategy Incorporated 0.0%
Value ($000) $60 Shares 149 Est. Cost $285.28 Unrealized +27.7%
HY Hyster Yale Materials Handling Inc 0.0%
Value ($000) $60 Shares 1,497 Est. Cost $64.76 Unrealized -40.2%
JPUS JPMorgan Diversified Ret US Eq ETF 0.0%
Value ($000) $59 Shares 500 Est. Cost $115.20 Unrealized
SNPS Synopsys, Inc. 0.0%
Value ($000) $59 Shares 115 Est. Cost $479.86 Unrealized -2.9%
DRI Darden Restaurants Inc Com 0.0%
Value ($000) $58 Shares 268 Est. Cost $141.79 Unrealized +44.1%
DFAU Dimensional Core Equity Mkt ETF 0.0%
Value ($000) $58 Shares 1,376 Est. Cost $40.49 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $58 Shares 143 Est. Cost $527.34 Unrealized -20.9%
JMOM JPMorgan US Momentum Factor ETF 0.0%
Value ($000) $58 Shares 896 Est. Cost $45.71 Unrealized
GM General Motors Co 0.0%
Value ($000) $57 Shares 1,168 Est. Cost $41.35 Unrealized +13.8%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $57 Shares 503 Est. Cost $100.22 Unrealized
VOOG Vanguard S&P 500 Growth Index ETF 0.0%
Value ($000) $57 Shares 143 Est. Cost $396.54 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $57 Shares 797 Est. Cost $98.24 Unrealized -39.9%
DAL Delta Airlines Inc 0.0%
Value ($000) $57 Shares 1,150 Est. Cost $58.63 Unrealized -22.3%
URI United Rentals Inc 0.0%
Value ($000) $57 Shares 75 Est. Cost $452.59 Unrealized +47.0%
PICK MSCI Gbl ETF New 0.0%
Value ($000) $56 Shares 1,500 Est. Cost $40.83 Unrealized
FUL H.B. Fuller Company 0.0%
Value ($000) $55 Shares 920 Est. Cost $71.59 Unrealized -23.9%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $54 Shares 419 Est. Cost $125.29 Unrealized +5.1%
MBB iShares MBS ETF 0.0%
Value ($000) $54 Shares 570 Est. Cost $91.81 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $53 Shares 645 Est. Cost $66.21 Unrealized +21.8%
IBIT iShares Bitcoin Trust 0.0%
Value ($000) $52 Shares 850 Est. Cost $52.33 Unrealized
GDXJ Vaneck Vectors ETF TR Gold Miners 0.0%
Value ($000) $52 Shares 765 Est. Cost $48.81 Unrealized
VCSH Vanguard Short-Term Corp Bond Index ETF 0.0%
Value ($000) $52 Shares 650 Est. Cost $79.50 Unrealized
IEMG iShares Core MSCI EM ETF 0.0%
Value ($000) $51 Shares 844 Est. Cost $53.52 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $50 Shares 204 Est. Cost $231.72 Unrealized +2.3%
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $50 Shares 530 Est. Cost $92.35 Unrealized
TLT iShares TR 0.0%
Value ($000) $50 Shares 561 Est. Cost $91.78 Unrealized
SMH Vaneck ETF Trust Semiconductor ETF 0.0%
Value ($000) $49 Shares 175 Est. Cost $214.98 Unrealized
SLB Schlumberger Limited 0.0%
Value ($000) $48 Shares 1,416 Est. Cost $52.47 Unrealized -35.3%
ADI Analog Devices Inc 0.0%
Value ($000) $47 Shares 196 Est. Cost $172.22 Unrealized +19.6%
ACM Aecom 0.0%
Value ($000) $46 Shares 412 Est. Cost $83.01 Unrealized +24.1%
PHM PulteGroup Inc 0.0%
Value ($000) $46 Shares 440 Est. Cost $78.65 Unrealized +27.4%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $46 Shares 227 Est. Cost $161.55 Unrealized +23.2%
MSCI MSCI Inc 0.0%
Value ($000) $46 Shares 80 Est. Cost $507.82 Unrealized +8.1%
IWM Ishares Russell 2000 ETF 0.0%
Value ($000) $46 Shares 211 Est. Cost $219.98 Unrealized
USSG XTrackers MSCI USA Selection Equity ETF 0.0%
Value ($000) $46 Shares 800 Est. Cost $50.37 Unrealized
BRSP BrightSpire Capital Inc Class A 0.0%
Value ($000) $45 Shares 9,000 Est. Cost $7.44 Unrealized
EMXC iShares MSCI Emrg Mkts Ex Chn ETF 0.0%
Value ($000) $44 Shares 696 Est. Cost $59.20 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $42 Shares 1,010 Est. Cost $59.91 Unrealized -31.3%
AFL Aflac Inc 0.0%
Value ($000) $42 Shares 400 Est. Cost $76.99 Unrealized +34.6%
PPLT Aberdeen Platinum ETF Trust Physical Platinum Shares ETF 0.0%
Value ($000) $41 Shares 332 Est. Cost $89.80 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $41 Shares 356 Est. Cost $115.93 Unrealized -15.4%
TRV Travelers Companies Inc 0.0%
Value ($000) $41 Shares 152 Est. Cost $164.92 Unrealized +58.1%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $39 Shares 550 Est. Cost $66.34 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $39 Shares 1,663 Est. Cost $16.06 Unrealized +28.2%
TFLO iShares Treasury Floating Rate Bond ETF 0.0%
Value ($000) $39 Shares 772 Est. Cost $50.66 Unrealized
SATS EchoStar Corp Class A 0.0%
Value ($000) $39 Shares 1,403 Est. Cost $13.94 Unrealized +57.6%
MMM 3M Co 0.0%
Value ($000) $39 Shares 255 Est. Cost $75.58 Unrealized +86.9%
CALAMOS STRAT TTL RETURN FND 0.0%
Value ($000) $39 Shares 2,128 Est. Cost $18.24 Unrealized
TRTX TPG RE Finance Trust Inc 0.0%
Value ($000) $39 Shares 5,000 Est. Cost $8.15 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $39 Shares 745 Est. Cost $64.44 Unrealized -16.5%
PSX Phillips 66 0.0%
Value ($000) $38 Shares 316 Est. Cost $104.69 Unrealized +4.6%
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $36.81 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $37 Shares 233 Est. Cost $103.74 Unrealized +47.2%
Total SA ADR 0.0%
Value ($000) $37 Shares 610 Est. Cost $64.64 Unrealized
PAVE Global X US Infrastructure Dev ETF 0.0%
Value ($000) $37 Shares 850 Est. Cost $37.73 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $37 Shares 1,527 Est. Cost $26.05 Unrealized -14.2%
CEG Constellation Energy Corp 0.0%
Value ($000) $36 Shares 113 Est. Cost $148.08 Unrealized +78.2%
PWR Quanta Services Inc 0.0%
Value ($000) $36 Shares 94 Est. Cost $199.88 Unrealized +60.5%
MO Altria Group Inc 0.0%
Value ($000) $35 Shares 600 Est. Cost $38.30 Unrealized +46.1%
VV Vanguard Large Cap Index Fund 0.0%
Value ($000) $33 Shares 117 Est. Cost $257.03 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $33 Shares 348 Est. Cost $95.41 Unrealized -5.2%
PXF Invesco FTSE Rafi Dev Mkts Ex-US ETF 0.0%
Value ($000) $32 Shares 565 Est. Cost $47.39 Unrealized
IFRA iShares US Infrastructure ETF 0.0%
Value ($000) $32 Shares 648 Est. Cost $42.12 Unrealized
GNL Global Net Lease Inc (REIT) 0.0%
Value ($000) $32 Shares 4,215 Est. Cost $7.55 Unrealized
MTUM iShares Edge MSCI USA Momentum Factor 0.0%
Value ($000) $31 Shares 131 Est. Cost $139.70 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $31 Shares 293 Est. Cost $85.70 Unrealized +17.0%
XLC SPDR Communication Services Select Sector 0.0%
Value ($000) $31 Shares 290 Est. Cost $96.81 Unrealized
CNI Canadian National Railway Co. 0.0%
Value ($000) $31 Shares 300 Est. Cost $106.87 Unrealized -5.9%
BA Boeing Company 0.0%
Value ($000) $30 Shares 143 Est. Cost $206.48 Unrealized -8.5%
KREF KKR Real Estate Finance Trust Inc 0.0%
Value ($000) $30 Shares 3,400 Est. Cost $10.06 Unrealized
IHE iShares US Pharmaceuticals ETF 0.0%
Value ($000) $29 Shares 450 Est. Cost $70.56 Unrealized
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $29 Shares 422 Est. Cost $67.35 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $29 Shares 400 Est. Cost $60.20 Unrealized +11.8%
SPLV Invesco S&P 500 Low Vol ETF 0.0%
Value ($000) $29 Shares 400 Est. Cost $74.72 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $29 Shares 386 Est. Cost $71.14 Unrealized +5.8%
DD DuPont Inc. 0.0%
Value ($000) $29 Shares 420 Est. Cost $29.01 Unrealized -5.8%
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0%
Value ($000) $29 Shares 370 Est. Cost $69.99 Unrealized
SPYV SPDR Prtflo SP 500 VL 0.0%
Value ($000) $28 Shares 535 Est. Cost $48.74 Unrealized
UAL United Airlines Holdings Inc 0.0%
Value ($000) $28 Shares 350 Est. Cost $39.32 Unrealized +87.4%
MGM MGM Resorts International 0.0%
Value ($000) $28 Shares 800 Est. Cost $39.36 Unrealized -19.4%
S SentinelOne Inc Class A 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $25.52 Unrealized -28.3%
KKR KKR & Co Inc 0.0%
Value ($000) $27 Shares 204 Est. Cost $137.89 Unrealized -15.4%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $26 Shares 75 Est. Cost $308.67 Unrealized
BANF BancFirst Corporation 0.0%
Value ($000) $26 Shares 212 Est. Cost $84.27 Unrealized +39.4%
IFF International Flavors & Fragrances 0.0%
Value ($000) $26 Shares 355 Est. Cost $68.77 Unrealized +7.9%
IXC iShares Global Energy (MKT) 0.0%
Value ($000) $26 Shares 661 Est. Cost $41.51 Unrealized
SMLF iShares MSCI USA Small Cap Multifactor ETF 0.0%
Value ($000) $26 Shares 378 Est. Cost $51.73 Unrealized
EES Wisdomtree US SmallCap Fund ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $48.84 Unrealized
EMLC Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.86 Unrealized
DIA SPDR Dow Jones Industrial Average (MKT) 0.0%
Value ($000) $25 Shares 57 Est. Cost $391.12 Unrealized
GWW W W Grainger Inc. 0.0%
Value ($000) $25 Shares 24 Est. Cost $818.62 Unrealized +26.2%
ALL Allstate Corp 0.0%
Value ($000) $25 Shares 123 Est. Cost $190.23 Unrealized +3.5%
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $72.46 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $25 Shares 331 Est. Cost $70.81 Unrealized -1.8%
LFT Lument Finance Trust Inc Com 0.0%
Value ($000) $24 Shares 11,000 Est. Cost $2.33 Unrealized
TEL TE Connectivity Plc 0.0%
Value ($000) $24 Shares 140 Est. Cost $146.50 Unrealized +3.0%
CMI Cummins Inc 0.0%
Value ($000) $24 Shares 72 Est. Cost $303.62 Unrealized +0.7%
PK Park Hotels & Resorts Inc 0.0%
Value ($000) $24 Shares 2,300 Est. Cost $10.23 Unrealized
O Realty Income Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $46.49 Unrealized +17.2%
RITM New Residential Investment Corp 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.45 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $22 Shares 248 Est. Cost $56.53 Unrealized +41.1%
AZO Autozone Inc 0.0%
Value ($000) $22 Shares 6 Est. Cost $2593.50 Unrealized +42.1%
ARI Apollo Commercial Real Estate Finance Inc. 0.0%
Value ($000) $22 Shares 2,300 Est. Cost $9.57 Unrealized
NVR NVR, Inc. 0.0%
Value ($000) $22 Shares 3 Est. Cost $6210.32 Unrealized +15.4%
TGT Target Corp 0.0%
Value ($000) $22 Shares 222 Est. Cost $121.98 Unrealized -23.5%
BDN Brandywine Realty Trust (REIT) 0.0%
Value ($000) $22 Shares 5,000 Est. Cost $4.32 Unrealized
Rithm Property Trust Inc. REIT 0.0%
Value ($000) $22 Shares 8,000 Est. Cost $2.87 Unrealized
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value ($000) $21 Shares 90 Est. Cost $213.33 Unrealized
C Citigroup Inc 0.0%
Value ($000) $21 Shares 250 Est. Cost $74.53 Unrealized -4.5%
GMS Inc 0.0%
Value ($000) $21 Shares 195 Est. Cost $95.43 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $21 Shares 148 Est. Cost $116.29 Unrealized +4.0%
WELL Welltower Inc 0.0%
Value ($000) $21 Shares 135 Est. Cost $84.95 Unrealized +74.1%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $20 Shares 335 Est. Cost $39.59 Unrealized
UPS United Parcel Service Cl B 0.0%
Value ($000) $20 Shares 200 Est. Cost $146.25 Unrealized -35.7%
WBD Warner Bros Discovery Inc Ser A 0.0%
Value ($000) $20 Shares 1,732 Est. Cost $10.70 Unrealized -12.8%
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $20 Shares 27 Est. Cost $506.22 Unrealized +25.2%
SCHW The Charles Schwab Corporation 0.0%
Value ($000) $19 Shares 211 Est. Cost $58.47 Unrealized +42.2%
WMB Williams Companies Inc 0.0%
Value ($000) $19 Shares 306 Est. Cost $30.87 Unrealized +86.8%
BCIC Portman Ridge Fin Corp Com 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.75 Unrealized -12.9%
AMH American Homes 4 Rent Class A 0.0%
Value ($000) $18 Shares 500 Est. Cost $37.81 Unrealized
IBN ICICI Bank Ltd ADR 0.0%
Value ($000) $18 Shares 528 Est. Cost $23.84 Unrealized
CLS Celestica Inc Com 0.0%
Value ($000) $18 Shares 113 Est. Cost $106.09 Unrealized +0.2%
IYC IShares U.S. Consumer Discretionary ETF 0.0%
Value ($000) $17 Shares 175 Est. Cost $96.14 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $17 Shares 155 Est. Cost $76.60 Unrealized +36.3%
TBBK Bancorp Inc 0.0%
Value ($000) $17 Shares 300 Est. Cost $37.41 Unrealized +35.2%
GBTC Grayscale Bitcoin Trust 0.0%
Value ($000) $17 Shares 200 Est. Cost $65.17 Unrealized
IZRL Ark Israel Innovative Tech ETF 0.0%
Value ($000) $16 Shares 595 Est. Cost $21.45 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $16 Shares 304 Est. Cost $33.07 Unrealized +38.4%
CPRT Copart, Inc. 0.0%
Value ($000) $16 Shares 318 Est. Cost $47.62 Unrealized +17.5%
DGT SPDR Global Dow ETF 0.0%
Value ($000) $15 Shares 100 Est. Cost $139.80 Unrealized
DPZ Domino's Pizza Inc. 0.0%
Value ($000) $15 Shares 33 Est. Cost $497.09 Unrealized -6.6%
GSK GSK PLC ADR 0.0%
Value ($000) $15 Shares 379 Est. Cost $37.27 Unrealized
SPDW SPDR Portfolio Developed ETF 0.0%
Value ($000) $14 Shares 354 Est. Cost $37.56 Unrealized
KLAC KLA-Tencor Corp 0.0%
Value ($000) $14 Shares 16 Est. Cost $620.65 Unrealized +20.6%
BDX Becton Dickinson & Co 0.0%
Value ($000) $14 Shares 81 Est. Cost $229.05 Unrealized -21.2%
FCNCA First Citizens Bancshares Inc. 0.0%
Value ($000) $14 Shares 7 Est. Cost $1392.36 Unrealized +29.9%
FDN First Trust Dow Jones Internet Index 0.0%
Value ($000) $13 Shares 50 Est. Cost $222.16 Unrealized
SPHD Invesco S&P 500 High Div Low Vol ETF 0.0%
Value ($000) $13 Shares 280 Est. Cost $50.23 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $13 Shares 48 Est. Cost $194.22 Unrealized +28.3%
SGA SAGA Communications Inc Cl A New 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $21.03 Unrealized -42.9%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $13 Shares 69 Est. Cost $107.49 Unrealized +42.9%
FISV Fiserv, Inc. 0.0%
Value ($000) $13 Shares 73 Est. Cost $142.45 Unrealized +27.3%
EPR EPR Properties REIT 0.0%
Value ($000) $13 Shares 215 Est. Cost $48.45 Unrealized
MDY SPDR S&P Midcap 400 0.0%
Value ($000) $12 Shares 22 Est. Cost $535.09 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $12 Shares 140 Est. Cost $81.60 Unrealized -3.9%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $11 Shares 36 Est. Cost $257.66 Unrealized +12.8%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $32.83 Unrealized +11.3%
WF Woori Finl Goup Inc ADS 0.0%
Value ($000) $11 Shares 219 Est. Cost $30.22 Unrealized
F Ford Motor Company 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.08 Unrealized -2.0%
DVN Devon Energy Corp 0.0%
Value ($000) $11 Shares 339 Est. Cost $42.41 Unrealized -26.3%
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $11 Shares 25 Est. Cost $302.74 Unrealized +37.1%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $10 Shares 34 Est. Cost $302.36 Unrealized 0.0%
RMD ResMed Inc. 0.0%
Value ($000) $10 Shares 40 Est. Cost $231.66 Unrealized +2.4%
AROC Archrock Inc 0.0%
Value ($000) $10 Shares 414 Est. Cost $12.85 Unrealized +85.6%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $10 Shares 441 Est. Cost $22.28 Unrealized
HLI Houlihan Lokey Inc 0.0%
Value ($000) $10 Shares 56 Est. Cost $105.04 Unrealized +58.6%
CTSH Cognizant Technology Solutions Corp Class A 0.0%
Value ($000) $10 Shares 129 Est. Cost $75.82 Unrealized 0.0%
AFG American Financial Group Inc. 0.0%
Value ($000) $10 Shares 76 Est. Cost $96.76 Unrealized +23.5%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $10 Shares 55 Est. Cost $120.61 Unrealized +32.8%
CION Cion Investment Corp 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.64 Unrealized +10.6%
FTNT Fortinet Inc. 0.0%
Value ($000) $9 Shares 88 Est. Cost $55.42 Unrealized +82.1%
KB KB Financial Group Inc Spons ADR 0.0%
Value ($000) $9 Shares 112 Est. Cost $41.37 Unrealized
MCHP Microchip Technology Inc. 0.0%
Value ($000) $9 Shares 129 Est. Cost $74.29 Unrealized -27.5%
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $9 Shares 176 Est. Cost $75.34 Unrealized -33.9%
UBS UBS Group 0.0%
Value ($000) $9 Shares 261 Est. Cost $26.76 Unrealized +15.6%
ANGL Vaneck Fallen Angel High Yld Bond ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.86 Unrealized
AIG American International Group Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $72.24 Unrealized +13.5%
CBRE CBRE Group 0.0%
Value ($000) $9 Shares 61 Est. Cost $77.74 Unrealized +62.7%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $8 Shares 88 Est. Cost $97.81 Unrealized 0.0%
ET Energy Transfer Equity LP 0.0%
Value ($000) $8 Shares 435 Est. Cost $18.59 Unrealized
EEMV iShares MSCI Emerg Mkts Min Vol Fctr ETF 0.0%
Value ($000) $8 Shares 121 Est. Cost $53.35 Unrealized
PPH Vaneck Pharmaceutical ETF 0.0%
Value ($000) $7 Shares 85 Est. Cost $91.13 Unrealized
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
ELF E L F Beauty Inc 0.0%
Value ($000) $7 Shares 59 Est. Cost $110.79 Unrealized -23.0%
BR Broadridge Financial Solutions 0.0%
Value ($000) $7 Shares 30 Est. Cost $235.04 Unrealized 0.0%
LAZ Lazard Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $49.73 Unrealized -15.9%
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $40.90 Unrealized
IWS iShares Russell Midcap Value ETF 0.0%
Value ($000) $7 Shares 53 Est. Cost $125.97 Unrealized
CVU CPI Aerostructures Inc 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.77 Unrealized +16.4%
ON ON Semiconductor Corp 0.0%
Value ($000) $7 Shares 127 Est. Cost $79.93 Unrealized -45.6%
DOCU Docusign Inc. 0.0%
Value ($000) $7 Shares 85 Est. Cost $87.59 Unrealized -7.6%
KXI iShares Global Consumer Staples ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.05 Unrealized
R Ryder System Inc. 0.0%
Value ($000) $7 Shares 41 Est. Cost $105.16 Unrealized +39.7%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $5.45 Unrealized
CHWY Chewy, Inc. 0.0%
Value ($000) $6 Shares 150 Est. Cost $26.67 Unrealized +49.4%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.14 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $6 Shares 12 Est. Cost $405.80 Unrealized +18.9%
MDLZ Mondelez Intl Inc Com Cl A 0.0%
Value ($000) $6 Shares 91 Est. Cost $64.68 Unrealized +0.7%
FE FirstEnergy Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.47 Unrealized +4.7%
ANSYS, Inc. 0.0%
Value ($000) $6 Shares 17 Est. Cost $362.88 Unrealized
SAP SAP Ag Sponsored ADR 0.0%
Value ($000) $6 Shares 19 Est. Cost $304.11 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $6 Shares 21 Est. Cost $244.13 Unrealized -2.6%
MU Micron Tech Inc 0.0%
Value ($000) $6 Shares 45 Est. Cost $94.62 Unrealized -1.5%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.57 Unrealized -7.5%
VLTO Veralto Corp Com SHS 0.0%
Value ($000) $5 Shares 51 Est. Cost $77.02 Unrealized +24.8%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $5 Shares 242 Est. Cost $20.71 Unrealized
RDY Dr. Reddy's Laboratories LTD ADR (ISIN #US2561352038 SEDOL #2748881) 0.0%
Value ($000) $5 Shares 340 Est. Cost $26.55 Unrealized
FMAT Fidelity MSCI Materials Index ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.32 Unrealized
YieldMax MSTR Option Income Strategy ETF 0.0%
Value ($000) $5 Shares 220 Est. Cost $22.17 Unrealized
ALSN Allison Transmission Holdings Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $62.74 Unrealized +52.8%
CRH CRH Plc Ord 0.0%
Value ($000) $5 Shares 50 Est. Cost $82.84 Unrealized +9.9%
EXAS Exact Sciences Corp 0.0%
Value ($000) $5 Shares 85 Est. Cost $50.64 Unrealized +0.3%
UA Under Armour 0.0%
Value ($000) $4 Shares 684 Est. Cost $7.23 Unrealized -18.4%
SNAP Snap Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.26 Unrealized -32.3%
VOYA Voya Financial Inc 0.0%
Value ($000) $4 Shares 60 Est. Cost $68.90 Unrealized -8.4%
IR Ingersoll Rand Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.34 Unrealized +4.5%
ARES Ares Management Corp Class A 0.0%
Value ($000) $4 Shares 24 Est. Cost $105.97 Unrealized +46.5%
SANA Sana Biotechnology Inc 0.0%
Value ($000) $4 Shares 1,520 Est. Cost $2.79 Unrealized -26.2%
HLN Haleon PLC Spon ADS 0.0%
Value ($000) $4 Shares 400 Est. Cost $8.23 Unrealized
DUOL Duolingo Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $243.31 Unrealized +80.3%
D Dominion Resources Inc Va 0.0%
Value ($000) $4 Shares 70 Est. Cost $51.16 Unrealized +3.9%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $4 Shares 11 Est. Cost $288.00 Unrealized
DLB Dolby Laboratories Inc Class A 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.04 Unrealized -8.1%
Invesco Alerian Galaxy Block ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.55 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $47.58 Unrealized
EXC Exelon Corp. 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.76 Unrealized +21.8%
OLLI Ollie's Bargain Outlet Holdings Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $114.50 Unrealized 0.0%
RELX Relx PLC ADR 0.0%
Value ($000) $3 Shares 57 Est. Cost $54.33 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $120.59 Unrealized +38.8%
CW Curtiss-Wright Corp 0.0%
Value ($000) $3 Shares 6 Est. Cost $394.21 Unrealized 0.0%
PR Permian Resources Corp Class A Com 0.0%
Value ($000) $3 Shares 185 Est. Cost $14.04 Unrealized -8.4%
ANET Arista Networks Inc COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $86.52 Unrealized 0.0%
NWG NatWest Group ADR 0.0%
Value ($000) $2 Shares 172 Est. Cost $14.15 Unrealized
DB Deutsche Bank AG 0.0%
Value ($000) $2 Shares 81 Est. Cost $26.01 Unrealized 0.0%
CSX CSX Corporation 0.0%
Value ($000) $2 Shares 72 Est. Cost $32.64 Unrealized -8.8%
FLEX Flextronics International Ltd 0.0%
Value ($000) $2 Shares 44 Est. Cost $38.97 Unrealized 0.0%
FIX Comfort Systems USA, Inc. 0.0%
Value ($000) $2 Shares 4 Est. Cost $434.87 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.96 Unrealized -11.6%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $2 Shares 474 Est. Cost $1.42 Unrealized +173.4%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $177.56 Unrealized 0.0%
DSGX Descartes Systems Group Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $105.49 Unrealized 0.0%
DKNG DraftKings Inc New Com Class A 0.0%
Value ($000) $2 Shares 45 Est. Cost $35.36 Unrealized +1.4%
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $2 Shares 281 Est. Cost $7.69 Unrealized -19.0%
ROAD Construction Partners Inc Class A 0.0%
Value ($000) $2 Shares 18 Est. Cost $93.44 Unrealized 0.0%
BTC Grayscale Bitcoin Mini TR ETF NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $36.50 Unrealized
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized +16.7%
HUT Hut 8 Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.46 Unrealized -19.2%
ITB iShares US Home Construction (MKT) 0.0%
Value ($000) $2 Shares 18 Est. Cost $115.78 Unrealized
SNY Sanofi SA ADR 0.0%
Value ($000) $2 Shares 34 Est. Cost $48.32 Unrealized
XLU Utilities Select Sector SPDR (Mkt) 0.0%
Value ($000) $2 Shares 20 Est. Cost $75.70 Unrealized
Cyberark Software Ltd 0.0%
Value ($000) $2 Shares 4 Est. Cost $407.00 Unrealized
TLH iShares 10-20 Year Treasury Bond (Mkt) 0.0%
Value ($000) $2 Shares 16 Est. Cost $98.50 Unrealized
PINS Pinterest Inc 0.0%
Value ($000) $2 Shares 44 Est. Cost $30.35 Unrealized 0.0%
EXLS EXL Service Holdings, Inc. 0.0%
Value ($000) $2 Shares 35 Est. Cost $45.70 Unrealized 0.0%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $1 Shares 58 Est. Cost $23.98 Unrealized
TAK Takeda Pharmaceutical Co Ltd ADR 0.0%
Value ($000) $1 Shares 90 Est. Cost $15.46 Unrealized
COMT iShares Commodities Select Strategy ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $29.15 Unrealized
BWIN BRP Group Inc 0.0%
Value ($000) $1 Shares 31 Est. Cost $40.57 Unrealized 0.0%
PRFZ Invesco FTSE Rafi US 1500 Small-Mid ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $33.00 Unrealized
GSST Goldman Sachs Aces Ultra Shr BD ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $50.21 Unrealized
PUK Prudential PLC ADR 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.02 Unrealized
SNN Smith & Nephew PLC ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.63 Unrealized
STE Steris PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.81 Unrealized 0.0%
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.98 Unrealized 0.0%
STRL Sterling Infrastructure Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.59 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $137.79 Unrealized 0.0%
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.16 Unrealized -26.9%
STM STMicroelectronics MV 0.0%
Value ($000) $1 Shares 36 Est. Cost $30.42 Unrealized
EME EMCOR Group Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $440.85 Unrealized 0.0%
LECO Lincoln Electric Holdings 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.24 Unrealized 0.0%
EMBJ Embraer SA ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.88 Unrealized
PODD Insulet Corporation 0.0%
Value ($000) $1 Shares 3 Est. Cost $288.61 Unrealized 0.0%
HYDR Global X Funds Hydrogen ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.15 Unrealized
EWBC East West Bancorp Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $86.74 Unrealized 0.0%
PBH Prestige Brands Hldgs 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.64 Unrealized 0.0%
PTC PTC Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $161.15 Unrealized 0.0%
GRFS Grifols S.A. ADR 0.0%
Value ($000) $1 Shares 95 Est. Cost $9.04 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $185.05 Unrealized 0.0%
EQH Equitable Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.68 Unrealized 0.0%
CAE CAE Inc 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.22 Unrealized 0.0%
CX Cemex SAB de C.V. ADR 0.0%
Value ($000) $1 Shares 118 Est. Cost $6.93 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $21.40 Unrealized 0.0%
SHG Shinhan Financial Group ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $45.17 Unrealized
PBR/A Petroleo Brasileiro SA ADR (Non-Voting) 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.54 Unrealized
NEO NeoGenomics, Inc. 0.0%
Value ($000) $1 Shares 108 Est. Cost $16.36 Unrealized -50.7%
ING ING Groep NV ADR 0.0%
Value ($000) $1 Shares 34 Est. Cost $21.88 Unrealized
VIV Telefonica Brasil SA ADR 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.40 Unrealized
RRC Range Resources Corp 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.69 Unrealized 0.0%
HALO Halozyme Therapeutics, Inc. 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.90 Unrealized 0.0%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.86 Unrealized
CVLT CommVault Systems, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $170.69 Unrealized 0.0%
ASTL Algoma Steel Group Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.40 Unrealized -24.8%
SPSC SPS Commerce, Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $138.60 Unrealized 0.0%
INGR Ingredion Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.02 Unrealized 0.0%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $1 Shares 5 Est. Cost $152.81 Unrealized -17.1%
PJT PJT Partners Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.72 Unrealized 0.0%
WHD Cactus Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.74 Unrealized 0.0%
WSM Williams Sonoma 0.0%
Value ($000) $1 Shares 4 Est. Cost $112.21 Unrealized +38.8%
VMI Valmont Industries Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $306.70 Unrealized 0.0%
CFR Cullen/Frost Bankers Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.75 Unrealized 0.0%
RMBS Rambus Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.58 Unrealized 0.0%
HMC Honda Motor Co ADR 0.0%
Value ($000) $1 Shares 22 Est. Cost $28.82 Unrealized
MEDP Medpace Holdings Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $300.23 Unrealized 0.0%
MORN Morningstar Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $296.03 Unrealized 0.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.70 Unrealized 0.0%
FNF Fidelity National Fin Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $54.96 Unrealized 0.0%
NVS Novartis Ag Adr 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.00 Unrealized
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.27 Unrealized 0.0%
MKSI MKS Instruments, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.86 Unrealized 0.0%
CART Maplebear Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.48 Unrealized 0.0%
PKG Packaging Corp of America 0.0%
Value ($000) $1 Shares 3 Est. Cost $185.78 Unrealized 0.0%
NI NiSource Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.61 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $33.02 Unrealized 0.0%
WPP WPP PLC ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.00 Unrealized
E Eni S.p.A. ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $32.41 Unrealized
WAL Western Alliance Bancorp Common Stock 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.68 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.09 Unrealized 0.0%
CDW CDW Corporation 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.13 Unrealized 0.0%
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 18 Est. Cost $25.53 Unrealized +8.8%
OTEX Open Text Corp Com 0.0%
Value ($000) $1 Shares 18 Est. Cost $26.55 Unrealized 0.0%
FTV Fortive Corp Com 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.63 Unrealized -9.4%
PEN Penumbra Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $272.19 Unrealized 0.0%
CHH Choice Hotels International 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.36 Unrealized 0.0%
SHEL Royal Dutch Shell PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.43 Unrealized
ENIC Enel Chile SA ADR 0.0%
Value ($000) $0 Shares 135 Est. Cost $3.63 Unrealized
UFPT UFP Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $225.07 Unrealized 0.0%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $369.74 Unrealized +26.0%
ENTG Entegris Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $100.54 Unrealized -24.7%
SMPL Simply Good Foods Co 0.0%
Value ($000) $0 Shares 15 Est. Cost $34.78 Unrealized 0.0%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $146.85 Unrealized 0.0%
CWAN Clearwater Analytics Holdings Inc Class A 0.0%
Value ($000) $0 Shares 21 Est. Cost $23.01 Unrealized 0.0%
RPM RPM Int'l 0.0%
Value ($000) $0 Shares 4 Est. Cost $109.97 Unrealized 0.0%
COO Cooper Cos Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.56 Unrealized 0.0%
HLNE Hamilton Lane Inc Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $150.75 Unrealized 0.0%
H Hyatt Hotels Corp Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.42 Unrealized 0.0%
HUBB Hubbell Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $367.61 Unrealized 0.0%
AGM Federal Agric Mtg Corp CL C 0.0%
Value ($000) $0 Shares 2 Est. Cost $179.42 Unrealized 0.0%
WERN Werner Enterprises Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $27.33 Unrealized 0.0%
CR Crane Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.43 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.59 Unrealized 0.0%
RGEN Repligen Corporation 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.25 Unrealized 0.0%
MUFG Mitsubishi Financial Group ADR 0.0%
Value ($000) $0 Shares 27 Est. Cost $8.49 Unrealized
LCII LCI Industries 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.82 Unrealized 0.0%
TKR The Timken Company 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.02 Unrealized 0.0%
IDA IDACORP Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.85 Unrealized 0.0%
MSA MSA Safety Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.47 Unrealized 0.0%
EGP East Group Properties 0.0%
Value ($000) $0 Shares 2 Est. Cost $167.00 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.97 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $296.68 Unrealized -4.9%
CON Concentra Group Holdings Inc COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.20 Unrealized 0.0%
DINO HF Sinclair Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $33.55 Unrealized 0.0%
RS Reliance Steel & Aluminum Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.22 Unrealized 0.0%
SNA Snap-on Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $254.66 Unrealized +22.7%
FCPT Four Corners Properties Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $26.91 Unrealized
EXR Extra Space Storage, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.89 Unrealized 0.0%
POOL Pool Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost $299.22 Unrealized 0.0%
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.98 Unrealized 0.0%
SCI Service Corp International 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.07 Unrealized 0.0%
SEM Select Medical Holdings Corporation 0.0%
Value ($000) $0 Shares 16 Est. Cost $15.42 Unrealized 0.0%
NTR Nutrien LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.98 Unrealized 0.0%
BOIL Proshares Ultra Bloomberg Natural Gas ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $85.80 Unrealized
LFUS LittleFuse Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $197.22 Unrealized 0.0%
NDSN Nordson Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.94 Unrealized 0.0%
DCI Donaldson Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.35 Unrealized 0.0%
CNMD Conmed Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.50 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.56 Unrealized 0.0%
Interpublic Group of Companies Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.79 Unrealized 0.0%
NKTR Nektar Therapeutics 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.24 Unrealized 0.0%
OC Owens-Corning 0.0%
Value ($000) $0 Shares 1 Est. Cost $138.09 Unrealized 0.0%
SNX Synnex Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.29 Unrealized 0.0%
HUN Huntsman Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $12.18 Unrealized 0.0%
LMGIF Lumine Group Inc Subordinate Voting Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.50 Unrealized 0.0%
BATRK Liberty Media Corp Del Com Ser C 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.01 Unrealized +4.8%
ENR Energizer Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.89 Unrealized 0.0%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.94 Unrealized -27.1%
IDV iShares International Select Div 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized
FG F&G Annuities & Life Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.55 Unrealized 0.0%
RBBN Ribbon Communications Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $2.25 Unrealized +60.0%