FWL INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001829231 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $261,082 (100.0% shares, 0.0% debt)

Holdings (297)

MSFT MICROSOFT CORP 5.0%
Value ($000) $13,094 Shares 30,430 Est. Cost $260.29 Unrealized +62.6%
GDX VANECK ETF TRUST 4.9%
Value ($000) $12,900 Shares 323,962 Est. Cost $31.75 Unrealized
GOOG ALPHABET INC 4.7%
Value ($000) $12,229 Shares 73,144 Est. Cost $122.00 Unrealized +37.9%
XBI SPDR SER TR 4.6%
Value ($000) $11,907 Shares 120,518 Est. Cost $94.39 Unrealized
IHI ISHARES TR 4.4%
Value ($000) $11,468 Shares 193,649 Est. Cost $54.26 Unrealized
LMT LOCKHEED MARTIN CORP 3.8%
Value ($000) $10,016 Shares 17,134 Est. Cost $439.28 Unrealized +17.5%
ORCL ORACLE CORP 3.6%
Value ($000) $9,304 Shares 54,600 Est. Cost $123.92 Unrealized +15.4%
AGNC AGNC INVT CORP 3.4%
Value ($000) $8,887 Shares 849,648 Est. Cost $9.93 Unrealized
LNG CHENIERE ENERGY INC 3.4%
Value ($000) $8,883 Shares 49,395 Est. Cost $131.83 Unrealized +36.4%
GLD SPDR GOLD TR 3.2%
Value ($000) $8,423 Shares 34,655 Est. Cost $175.10 Unrealized
IBN ICICI BANK LIMITED 3.1%
Value ($000) $8,146 Shares 272,891 Est. Cost $17.56 Unrealized
INDA ISHARES TR 3.1%
Value ($000) $8,041 Shares 137,376 Est. Cost $54.13 Unrealized
AMLP ALPS ETF TR 2.8%
Value ($000) $7,436 Shares 157,785 Est. Cost $31.80 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $7,188 Shares 30,852 Est. Cost $160.09 Unrealized +38.6%
ETN EATON CORP PLC 2.7%
Value ($000) $7,030 Shares 21,209 Est. Cost $267.25 Unrealized +12.7%
CYBERARK SOFTWARE LTD 2.6%
Value ($000) $6,781 Shares 23,252 Est. Cost $267.10 Unrealized
WMB WILLIAMS COS INC 2.5%
Value ($000) $6,614 Shares 144,879 Est. Cost $30.81 Unrealized +35.6%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $6,301 Shares 51,889 Est. Cost $99.46 Unrealized +18.7%
DDOG DATADOG INC 2.3%
Value ($000) $5,895 Shares 51,230 Est. Cost $89.01 Unrealized +31.3%
MU MICRON TECHNOLOGY INC 2.0%
Value ($000) $5,208 Shares 50,220 Est. Cost $103.98 Unrealized 0.0%
CCJ CAMECO CORP 1.8%
Value ($000) $4,828 Shares 101,094 Est. Cost $43.42 Unrealized 0.0%
QQQ INVESCO QQQ TR 1.7%
Value ($000) $4,335 Shares 8,882 Est. Cost $367.97 Unrealized
EMR EMERSON ELEC CO 1.5%
Value ($000) $4,003 Shares 36,605 Est. Cost $94.22 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $3,884 Shares 8,438 Est. Cost $399.55 Unrealized +10.7%
AMZN AMAZON COM INC 1.4%
Value ($000) $3,706 Shares 19,892 Est. Cost $136.40 Unrealized +33.8%
WMT WALMART INC 1.2%
Value ($000) $3,230 Shares 39,999 Est. Cost $71.84 Unrealized +0.9%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $3,110 Shares 14,749 Est. Cost $200.66 Unrealized +2.1%
BIL SPDR SER TR 1.2%
Value ($000) $3,067 Shares 33,404 Est. Cost $91.72 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $3,005 Shares 7,416 Est. Cost $351.31 Unrealized +0.4%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $2,550 Shares 2,876 Est. Cost $830.34 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $2,373 Shares 4,058 Est. Cost $544.30 Unrealized +0.7%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $1,917 Shares 5,423 Est. Cost $321.96 Unrealized +0.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,864 Shares 6,121 Est. Cost $266.23 Unrealized +0.2%
CB CHUBB LIMITED 0.7%
Value ($000) $1,838 Shares 6,375 Est. Cost $270.23 Unrealized +0.2%
IVV ISHARES TR 0.7%
Value ($000) $1,799 Shares 3,118 Est. Cost $571.17 Unrealized
V VISA INC 0.7%
Value ($000) $1,736 Shares 6,315 Est. Cost $267.86 Unrealized -0.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,664 Shares 9,609 Est. Cost $163.92 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,648 Shares 10,169 Est. Cost $152.16 Unrealized +0.3%
MRK MERCK & CO INC 0.6%
Value ($000) $1,640 Shares 14,443 Est. Cost $100.54 Unrealized +12.4%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $1,635 Shares 5,410 Est. Cost $286.44 Unrealized +0.0%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $1,618 Shares 5,434 Est. Cost $262.48 Unrealized +0.3%
QTEC FIRST TR NASDAQ 100 TECH IND 0.5%
Value ($000) $1,430 Shares 7,473 Est. Cost $110.98 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,426 Shares 8,388 Est. Cost $162.88 Unrealized +0.0%
IWF ISHARES TR 0.5%
Value ($000) $1,417 Shares 3,775 Est. Cost $258.37 Unrealized
IAU ISHARES GOLD TR 0.5%
Value ($000) $1,405 Shares 28,266 Est. Cost $36.61 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,405 Shares 4,359 Est. Cost $311.69 Unrealized +0.5%
FPEI FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,364 Shares 71,541 Est. Cost $19.05 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,319 Shares 36,250 Est. Cost $36.26 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,246 Shares 6,205 Est. Cost $199.74 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $975 Shares 5,877 Est. Cost $109.93 Unrealized +51.7%
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $868 Shares 8,723 Est. Cost $62.40 Unrealized +32.6%
ONEQ FIDELITY COMWLTH TR 0.3%
Value ($000) $842 Shares 11,753 Est. Cost $71.56 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $660 Shares 4,023 Est. Cost $89.16 Unrealized +70.4%
FQAL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $630 Shares 9,711 Est. Cost $64.81 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $573 Shares 9,133 Est. Cost $62.57 Unrealized
ITRI ITRON INC 0.2%
Value ($000) $557 Shares 5,213 Est. Cost $100.73 Unrealized +0.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.2%
Value ($000) $507 Shares 21,756 Est. Cost $18.91 Unrealized +14.4%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $466 Shares 2,671 Est. Cost $127.21 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $461 Shares 1,200 Est. Cost $253.55 Unrealized
EDV VANGUARD WORLD FD 0.2%
Value ($000) $448 Shares 5,623 Est. Cost $74.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $413 Shares 5,110 Est. Cost $72.75 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $368 Shares 7,371 Est. Cost $48.15 Unrealized -8.1%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $336 Shares 9,041 Est. Cost $28.43 Unrealized +7.9%
COWZ PACER FDS TR 0.1%
Value ($000) $319 Shares 5,510 Est. Cost $51.99 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $318 Shares 4,914 Est. Cost $63.97 Unrealized +0.9%
URA GLOBAL X FDS 0.1%
Value ($000) $312 Shares 10,902 Est. Cost $28.83 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $308 Shares 9,277 Est. Cost $32.21 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.1%
Value ($000) $304 Shares 24,164 Est. Cost $13.46 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $282 Shares 1,572 Est. Cost $176.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $223 Shares 987 Est. Cost $165.06 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $220 Shares 1,113 Est. Cost $152.82 Unrealized +16.9%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $219 Shares 2,274 Est. Cost $96.52 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $216 Shares 2,134 Est. Cost $101.16 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $208 Shares 2,125 Est. Cost $100.98 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $203 Shares 2,234 Est. Cost $90.80 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $199 Shares 2,940 Est. Cost $50.60 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $198 Shares 1,340 Est. Cost $137.33 Unrealized -4.3%
IWR ISHARES TR 0.1%
Value ($000) $159 Shares 1,809 Est. Cost $69.66 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $158 Shares 7,850 Est. Cost $19.63 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $146 Shares 1,607 Est. Cost $71.20 Unrealized +14.5%
IJR ISHARES TR 0.1%
Value ($000) $142 Shares 1,212 Est. Cost $112.27 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $141 Shares 539 Est. Cost $254.23 Unrealized -10.3%
DVY ISHARES TR 0.1%
Value ($000) $137 Shares 1,015 Est. Cost $107.64 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $134 Shares 1,900 Est. Cost $53.74 Unrealized +17.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $129 Shares 528 Est. Cost $194.77 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $127 Shares 905 Est. Cost $140.29 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $125 Shares 5,645 Est. Cost $18.26 Unrealized +8.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $124 Shares 2,140 Est. Cost $44.02 Unrealized +16.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $116 Shares 1,376 Est. Cost $74.86 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $116 Shares 670 Est. Cost $154.03 Unrealized +2.6%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $112 Shares 880 Est. Cost $100.56 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $110 Shares 124 Est. Cost $571.25 Unrealized +55.9%
SHY ISHARES TR 0.0%
Value ($000) $106 Shares 1,270 Est. Cost $81.44 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $104 Shares 1,388 Est. Cost $46.36 Unrealized +51.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $104 Shares 1,958 Est. Cost $46.78 Unrealized 0.0%
FDHY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $101 Shares 2,053 Est. Cost $49.31 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $101 Shares 1,850 Est. Cost $42.38 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $100 Shares 70 Est. Cost $749.90 Unrealized +53.7%
SDY SPDR SER TR 0.0%
Value ($000) $87 Shares 609 Est. Cost $127.93 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $85 Shares 2,116 Est. Cost $40.38 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $85 Shares 310 Est. Cost $236.00 Unrealized +7.6%
LOW LOWES COS INC 0.0%
Value ($000) $84 Shares 310 Est. Cost $236.16 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $81 Shares 300 Est. Cost $158.88 Unrealized +54.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $78 Shares 1,165 Est. Cost $60.42 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $77 Shares 1,258 Est. Cost $61.56 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $75 Shares 151 Est. Cost $403.16 Unrealized +14.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $74 Shares 120 Est. Cost $535.50 Unrealized +10.0%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $73 Shares 1,757 Est. Cost $39.82 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $72 Shares 450 Est. Cost $111.18 Unrealized +36.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $67 Shares 528 Est. Cost $115.32 Unrealized +2.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $66 Shares 565 Est. Cost $105.52 Unrealized +4.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $58 Shares 3,150 Est. Cost $16.16 Unrealized +4.8%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $58 Shares 1,171 Est. Cost $49.40 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $57 Shares 1,500 Est. Cost $51.60 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $56 Shares 155 Est. Cost $293.39 Unrealized +4.5%
MLPA GLOBAL X FDS 0.0%
Value ($000) $56 Shares 1,173 Est. Cost $45.27 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $55 Shares 448 Est. Cost $115.52 Unrealized +4.2%
META META PLATFORMS INC 0.0%
Value ($000) $55 Shares 96 Est. Cost $320.62 Unrealized +59.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $54 Shares 457 Est. Cost $100.77 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $54 Shares 150 Est. Cost $280.01 Unrealized +21.6%
EWJ ISHARES INC 0.0%
Value ($000) $51 Shares 712 Est. Cost $65.76 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $50 Shares 60 Est. Cost $663.10 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $49 Shares 151 Est. Cost $278.22 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $48 Shares 381 Est. Cost $102.73 Unrealized +10.3%
ADBE ADOBE INC 0.0%
Value ($000) $47 Shares 90 Est. Cost $528.98 Unrealized +3.7%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $46 Shares 239 Est. Cost $132.90 Unrealized +24.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $45 Shares 56 Est. Cost $710.77 Unrealized 0.0%
EPI WISDOMTREE TR 0.0%
Value ($000) $44 Shares 871 Est. Cost $43.43 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 153 Est. Cost $267.51 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $43 Shares 635 Est. Cost $68.22 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $43 Shares 2,940 Est. Cost $14.62 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $43 Shares 75 Est. Cost $433.50 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $42 Shares 4,700 Est. Cost $10.38 Unrealized -33.7%
IJH ISHARES TR 0.0%
Value ($000) $41 Shares 665 Est. Cost $58.52 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $40 Shares 353 Est. Cost $109.64 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $39 Shares 497 Est. Cost $78.37 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $39 Shares 789 Est. Cost $49.31 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $39 Shares 735 Est. Cost $48.74 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $38 Shares 509 Est. Cost $75.17 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $38 Shares 820 Est. Cost $46.52 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $38 Shares 334 Est. Cost $101.12 Unrealized +5.9%
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $38 Shares 404 Est. Cost $92.95 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $37 Shares 324 Est. Cost $98.36 Unrealized +7.7%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $37 Shares 362 Est. Cost $75.91 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $36 Shares 540 Est. Cost $80.36 Unrealized -9.6%
IYC ISHARES TR 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.94 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $35 Shares 150 Est. Cost $159.78 Unrealized +34.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $34 Shares 209 Est. Cost $132.62 Unrealized +23.6%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $34 Shares 900 Est. Cost $33.54 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $33 Shares 1,503 Est. Cost $17.11 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $33 Shares 180 Est. Cost $167.50 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $32 Shares 350 Est. Cost $73.98 Unrealized +10.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $32 Shares 1,066 Est. Cost $19.21 Unrealized +39.9%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $30 Shares 605 Est. Cost $47.99 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $29 Shares 140 Est. Cost $179.65 Unrealized +6.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $28 Shares 162 Est. Cost $104.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $28 Shares 60 Est. Cost $385.57 Unrealized +24.6%
OEF ISHARES TR 0.0%
Value ($000) $28 Shares 100 Est. Cost $276.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $28 Shares 125 Est. Cost $161.38 Unrealized +17.1%
T AT&T INC 0.0%
Value ($000) $27 Shares 1,248 Est. Cost $13.78 Unrealized +36.2%
REM ISHARES TR 0.0%
Value ($000) $27 Shares 1,154 Est. Cost $22.68 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $27 Shares 247 Est. Cost $43.75 Unrealized +118.0%
BBCB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 575 Est. Cost $43.87 Unrealized
BA BOEING CO 0.0%
Value ($000) $27 Shares 177 Est. Cost $205.48 Unrealized -16.6%
PSX PHILLIPS 66 0.0%
Value ($000) $26 Shares 200 Est. Cost $128.40 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $237.29 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $26 Shares 167 Est. Cost $116.39 Unrealized +21.2%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $87.53 Unrealized +10.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $25 Shares 91 Est. Cost $261.79 Unrealized +5.6%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $24 Shares 414 Est. Cost $59.07 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $24 Shares 60 Est. Cost $320.76 Unrealized +12.9%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 634 Est. Cost $37.34 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $24 Shares 111 Est. Cost $161.42 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $23 Shares 22 Est. Cost $818.96 Unrealized +35.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $23 Shares 112 Est. Cost $202.36 Unrealized 0.0%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $22 Shares 327 Est. Cost $68.33 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $22 Shares 140 Est. Cost $123.69 Unrealized +19.9%
XAR SPDR SER TR 0.0%
Value ($000) $22 Shares 140 Est. Cost $137.29 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $22 Shares 138 Est. Cost $146.63 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 243 Est. Cost $84.06 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $21 Shares 131 Est. Cost $147.97 Unrealized 0.0%
IYK ISHARES TR 0.0%
Value ($000) $21 Shares 300 Est. Cost $70.57 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $21 Shares 2,250 Est. Cost $10.01 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $21 Shares 120 Est. Cost $174.05 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $21 Shares 60 Est. Cost $118.33 Unrealized +42.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $20 Shares 137 Est. Cost $145.39 Unrealized
NVR NVR INC 0.0%
Value ($000) $20 Shares 2 Est. Cost $6168.00 Unrealized +41.5%
IYH ISHARES TR 0.0%
Value ($000) $20 Shares 300 Est. Cost $65.00 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $19 Shares 65 Est. Cost $245.90 Unrealized +7.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $19 Shares 32 Est. Cost $473.90 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $19 Shares 169 Est. Cost $109.91 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $18 Shares 262 Est. Cost $66.77 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 188 Est. Cost $97.42 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 70 Est. Cost $260.07 Unrealized
MET METLIFE INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $66.98 Unrealized +7.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $18 Shares 55 Est. Cost $294.97 Unrealized 0.0%
ACM AECOM 0.0%
Value ($000) $18 Shares 175 Est. Cost $92.55 Unrealized 0.0%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $18 Shares 314 Est. Cost $57.15 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 82 Est. Cost $218.48 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $18 Shares 38 Est. Cost $426.54 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $18 Shares 310 Est. Cost $57.41 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $18 Shares 84 Est. Cost $211.46 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $18 Shares 130 Est. Cost $129.99 Unrealized -7.3%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 746 Est. Cost $25.99 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 30 Est. Cost $563.06 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 386 Est. Cost $32.82 Unrealized +17.0%
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $17 Shares 262 Est. Cost $65.83 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 61 Est. Cost $282.20 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $17 Shares 49 Est. Cost $340.49 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $17 Shares 170 Est. Cost $78.06 Unrealized +6.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $16 Shares 25 Est. Cost $527.65 Unrealized +6.2%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $15 Shares 1,650 Est. Cost $11.87 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $15 Shares 155 Est. Cost $92.82 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $14 Shares 81 Est. Cost $100.17 Unrealized +59.0%
SOXX ISHARES TR 0.0%
Value ($000) $14 Shares 61 Est. Cost $238.26 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 25 Est. Cost $533.24 Unrealized +2.1%
MMM 3M CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $79.56 Unrealized +49.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $14 Shares 49 Est. Cost $262.43 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $13 Shares 219 Est. Cost $49.83 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 66 Est. Cost $189.52 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $423.77 Unrealized +15.6%
IHE ISHARES TR 0.0%
Value ($000) $13 Shares 180 Est. Cost $70.61 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $13 Shares 148 Est. Cost $127.23 Unrealized -16.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $12 Shares 295 Est. Cost $37.12 Unrealized +1.7%
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 280 Est. Cost $41.72 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $12 Shares 135 Est. Cost $146.38 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $12 Shares 50 Est. Cost $250.12 Unrealized -2.4%
LIN LINDE PLC 0.0%
Value ($000) $12 Shares 25 Est. Cost $430.58 Unrealized +4.0%
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $12 Shares 176 Est. Cost $67.05 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $12 Shares 81 Est. Cost $128.03 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $12 Shares 141 Est. Cost $79.36 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $12 Shares 232 Est. Cost $50.74 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 75 Est. Cost $128.74 Unrealized
MDYV SPDR SER TR 0.0%
Value ($000) $11 Shares 134 Est. Cost $79.22 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $11 Shares 200 Est. Cost $49.83 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 61 Est. Cost $118.34 Unrealized +44.6%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.38 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 77 Est. Cost $122.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 195 Est. Cost $47.86 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $9 Shares 49 Est. Cost $124.75 Unrealized +38.6%
FMC FMC CORP 0.0%
Value ($000) $9 Shares 140 Est. Cost $57.03 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $9 Shares 13 Est. Cost $65.18 Unrealized +2.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.83 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $8 Shares 95 Est. Cost $57.62 Unrealized +32.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $8 Shares 56 Est. Cost $145.76 Unrealized -4.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 45 Est. Cost $154.50 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.24 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $7 Shares 180 Est. Cost $30.49 Unrealized +26.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $88.72 Unrealized +20.7%
MRNA MODERNA INC 0.0%
Value ($000) $7 Shares 101 Est. Cost $91.81 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $7 Shares 30 Est. Cost $176.74 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $41.07 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $6 Shares 65 Est. Cost $83.96 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $76.99 Unrealized +28.3%
CLOU GLOBAL X FDS 0.0%
Value ($000) $6 Shares 280 Est. Cost $19.21 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 151 Est. Cost $35.08 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $5 Shares 19 Est. Cost $278.61 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $5 Shares 25 Est. Cost $183.90 Unrealized +1.2%
IUSG ISHARES TR 0.0%
Value ($000) $5 Shares 36 Est. Cost $131.92 Unrealized
SMTH ALPS ETF TR 0.0%
Value ($000) $5 Shares 178 Est. Cost $26.51 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.74 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $164.40 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $4 Shares 285 Est. Cost $15.10 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $55.50 Unrealized +7.1%
KKR KKR & CO INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $117.42 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $853.35 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $4 Shares 19 Est. Cost $157.95 Unrealized +6.3%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.02 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $214.15 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $840.24 Unrealized 0.0%
INDIA FD INC 0.0%
Value ($000) $3 Shares 135 Est. Cost $17.86 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $132.28 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $2 Shares 38 Est. Cost $51.26 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.30 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.00 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $241.07 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized -0.9%
SLYG SPDR SER TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.12 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $86.82 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $19.64 Unrealized 0.0%
FLIA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1 Shares 47 Est. Cost $20.89 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.90 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $1 Shares 16 Est. Cost $48.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.44 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.86 Unrealized 0.0%
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.29 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.47 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $227.00 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.50 Unrealized
IMVP INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.43 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $161.00 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.00 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.67 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.00 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.00 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.00 Unrealized