FWL INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001829231 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $269,163 (100.0% shares, 0.0% debt)

Holdings (289)

LNG CHENIERE ENERGY INC 5.8%
Value ($000) $15,484 Shares 66,916 Est. Cost $155.58 Unrealized +44.7%
GDX VANECK VECTORS ETF TR 4.9%
Value ($000) $13,065 Shares 284,206 Est. Cost $31.83 Unrealized
GLD SPDR GOLD TRUST 4.8%
Value ($000) $13,025 Shares 45,202 Est. Cost $193.73 Unrealized
GOOG ALPHABET INC 4.7%
Value ($000) $12,668 Shares 81,087 Est. Cost $127.74 Unrealized +42.8%
AMLP ALERIAN MLP ETF 4.5%
Value ($000) $12,237 Shares 235,596 Est. Cost $37.50 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $11,803 Shares 31,442 Est. Cost $265.60 Unrealized +52.5%
IHI ISHARES TR 4.2%
Value ($000) $11,361 Shares 188,759 Est. Cost $54.39 Unrealized
ORCL ORACLE CORP 3.9%
Value ($000) $10,410 Shares 74,461 Est. Cost $133.79 Unrealized +20.8%
CYBERARK SOFTWARE LTD 3.7%
Value ($000) $10,007 Shares 29,607 Est. Cost $282.09 Unrealized
WMB WILLIAMS COS INC DEL 3.7%
Value ($000) $9,945 Shares 166,418 Est. Cost $33.94 Unrealized +63.3%
ETN EATON CORP PLC 3.3%
Value ($000) $8,995 Shares 33,092 Est. Cost $283.99 Unrealized +8.6%
IBN ICICI BK LTD 3.2%
Value ($000) $8,684 Shares 275,507 Est. Cost $17.78 Unrealized
NVDA NVIDIA CORP 3.0%
Value ($000) $7,975 Shares 73,586 Est. Cost $109.45 Unrealized +15.8%
AMZN AMAZON COM INC 2.8%
Value ($000) $7,482 Shares 39,324 Est. Cost $173.17 Unrealized +25.3%
AAPL APPLE INC 2.5%
Value ($000) $6,667 Shares 30,015 Est. Cost $161.07 Unrealized +43.3%
BIL SPDR SER TR 2.5%
Value ($000) $6,637 Shares 72,350 Est. Cost $91.63 Unrealized
AGNC AGNC INVT CORP 2.3%
Value ($000) $6,061 Shares 632,707 Est. Cost $9.87 Unrealized
CCJ CAMECO CORP 2.2%
Value ($000) $5,960 Shares 144,791 Est. Cost $44.77 Unrealized +4.9%
CACI CACI INTL INC 1.9%
Value ($000) $5,009 Shares 13,650 Est. Cost $382.67 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $4,580 Shares 8,600 Est. Cost $401.41 Unrealized +21.1%
QQQ INVESCO QQQ TR 1.6%
Value ($000) $4,378 Shares 9,336 Est. Cost $377.98 Unrealized
SCHW SCHWAB CHARLES CORP NEW 1.6%
Value ($000) $4,285 Shares 54,734 Est. Cost $76.34 Unrealized +1.7%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,724 Shares 15,182 Est. Cost $201.37 Unrealized +24.6%
MDT MEDTRONIC PLC 1.4%
Value ($000) $3,681 Shares 40,964 Est. Cost $87.41 Unrealized 0.0%
WMT WALMART INC 1.2%
Value ($000) $3,344 Shares 38,088 Est. Cost $71.84 Unrealized +29.4%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $2,888 Shares 3,054 Est. Cost $836.56 Unrealized +16.0%
FLG FLAGSTAR FINANCIAL INC COM NEW 1.1%
Value ($000) $2,875 Shares 247,377 Est. Cost $11.18 Unrealized +0.3%
HD HOME DEPOT INC 1.0%
Value ($000) $2,766 Shares 7,548 Est. Cost $353.73 Unrealized +7.6%
URA GLOBAL X FDS 0.8%
Value ($000) $2,226 Shares 97,140 Est. Cost $27.00 Unrealized
V VISA INC 0.8%
Value ($000) $2,133 Shares 6,087 Est. Cost $267.86 Unrealized +25.6%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,108 Shares 4,025 Est. Cost $544.61 Unrealized -8.3%
CB CHUBB LIMITED 0.7%
Value ($000) $1,968 Shares 6,516 Est. Cost $270.80 Unrealized +2.0%
NLR VANECK VECTORS ETF TR 0.7%
Value ($000) $1,797 Shares 24,527 Est. Cost $81.34 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,742 Shares 10,223 Est. Cost $164.06 Unrealized -0.1%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $1,722 Shares 5,517 Est. Cost $323.68 Unrealized +8.0%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $1,656 Shares 5,616 Est. Cost $264.65 Unrealized +13.5%
IAU ISHARES GOLD TRUST 0.6%
Value ($000) $1,510 Shares 25,616 Est. Cost $36.61 Unrealized
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $1,488 Shares 5,458 Est. Cost $286.13 Unrealized -10.6%
AMGN AMGEN INC 0.5%
Value ($000) $1,460 Shares 4,688 Est. Cost $309.38 Unrealized -7.2%
FPEI FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,366 Shares 73,024 Est. Cost $19.03 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.5%
Value ($000) $1,317 Shares 7,591 Est. Cost $118.54 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,287 Shares 2,290 Est. Cost $571.17 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $1,282 Shares 3,550 Est. Cost $258.37 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $1,280 Shares 15,169 Est. Cost $46.44 Unrealized +89.1%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,251 Shares 14,394 Est. Cost $103.74 Unrealized -7.7%
AGI ALAMOS GOLD INC NEW 0.4%
Value ($000) $1,164 Shares 43,518 Est. Cost $22.52 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.4%
Value ($000) $1,119 Shares 5,799 Est. Cost $199.74 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.3%
Value ($000) $937 Shares 12,973 Est. Cost $77.26 Unrealized +37.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $922 Shares 5,963 Est. Cost $111.83 Unrealized +61.6%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $884 Shares 29,773 Est. Cost $21.53 Unrealized +40.9%
TSLA TESLA INC 0.3%
Value ($000) $798 Shares 3,079 Est. Cost $320.33 Unrealized +4.0%
SHY ISHARES TR 0.3%
Value ($000) $701 Shares 8,468 Est. Cost $81.96 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.2%
Value ($000) $669 Shares 109,791 Est. Cost $10.66 Unrealized -8.6%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.2%
Value ($000) $609 Shares 29,986 Est. Cost $18.94 Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $569 Shares 8,355 Est. Cost $71.56 Unrealized
TEM TEMPUS AI INC CL A 0.2%
Value ($000) $566 Shares 11,741 Est. Cost $53.98 Unrealized 0.0%
PFF ISHARES TR 0.2%
Value ($000) $505 Shares 16,427 Est. Cost $31.34 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $464 Shares 2,688 Est. Cost $128.12 Unrealized
EAT BRINKER INTL INC 0.2%
Value ($000) $454 Shares 3,044 Est. Cost $153.80 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $445 Shares 1,200 Est. Cost $253.55 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $438 Shares 5,549 Est. Cost $72.98 Unrealized
REM ISHARES TR 0.2%
Value ($000) $424 Shares 18,891 Est. Cost $21.77 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $422 Shares 7,698 Est. Cost $53.11 Unrealized
FQAL FIDELITY 0.2%
Value ($000) $416 Shares 6,487 Est. Cost $64.81 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $381 Shares 10,056 Est. Cost $44.14 Unrealized -14.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $378 Shares 697 Est. Cost $615.01 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $362 Shares 5,853 Est. Cost $62.57 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $287 Shares 3,195 Est. Cost $100.48 Unrealized -10.3%
EDV VANGUARD WORLD FD 0.1%
Value ($000) $278 Shares 3,915 Est. Cost $74.42 Unrealized
GRID FIRST TR EXCH TRADED FD II 0.1%
Value ($000) $271 Shares 2,397 Est. Cost $110.83 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $269 Shares 1,572 Est. Cost $176.92 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $266 Shares 4,999 Est. Cost $49.38 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $264 Shares 1,259 Est. Cost $155.74 Unrealized +21.6%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $252 Shares 2,460 Est. Cost $108.00 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $218 Shares 727 Est. Cost $288.74 Unrealized -0.4%
EPI WISDOMTREE TR 0.1%
Value ($000) $217 Shares 4,975 Est. Cost $44.80 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $211 Shares 2,274 Est. Cost $96.52 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $206 Shares 2,297 Est. Cost $90.77 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $199 Shares 2,012 Est. Cost $101.16 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $186 Shares 902 Est. Cost $165.06 Unrealized
RIOT RIOT BLOCKCHAIN INC 0.1%
Value ($000) $184 Shares 25,800 Est. Cost $10.37 Unrealized 0.0%
PGX INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $180 Shares 16,000 Est. Cost $11.41 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $174 Shares 1,040 Est. Cost $173.88 Unrealized +20.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $163 Shares 7,367 Est. Cost $32.34 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $162 Shares 5,681 Est. Cost $18.26 Unrealized +46.2%
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value ($000) $160 Shares 2,222 Est. Cost $73.03 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $159 Shares 1,607 Est. Cost $71.20 Unrealized +33.4%
DISCOVER FINL SVCS 0.1%
Value ($000) $154 Shares 905 Est. Cost $140.29 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $154 Shares 1,809 Est. Cost $69.66 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $151 Shares 3,744 Est. Cost $40.05 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $150 Shares 2,187 Est. Cost $66.68 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $148 Shares 1,308 Est. Cost $110.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $143 Shares 2,873 Est. Cost $48.74 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $138 Shares 636 Est. Cost $198.35 Unrealized -4.4%
DVY ISHARES TR 0.1%
Value ($000) $136 Shares 1,015 Est. Cost $107.64 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $133 Shares 3,512 Est. Cost $39.64 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $127 Shares 518 Est. Cost $194.77 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $123 Shares 768 Est. Cost $159.38 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $121 Shares 217 Est. Cost $532.85 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $121 Shares 146 Est. Cost $609.74 Unrealized +35.6%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $119 Shares 367 Est. Cost $371.28 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $119 Shares 1,933 Est. Cost $46.78 Unrealized +28.5%
META FACEBOOK INC 0.0%
Value ($000) $117 Shares 203 Est. Cost $472.52 Unrealized +36.1%
CRM SALESFORCE COM INC 0.0%
Value ($000) $113 Shares 422 Est. Cost $257.21 Unrealized +20.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $113 Shares 1,547 Est. Cost $49.00 Unrealized +47.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $53.74 Unrealized +26.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $111 Shares 660 Est. Cost $137.33 Unrealized +31.7%
IJR ISHARES TR 0.0%
Value ($000) $111 Shares 1,059 Est. Cost $112.27 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $107 Shares 647 Est. Cost $152.16 Unrealized +0.2%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $105 Shares 1,650 Est. Cost $42.38 Unrealized
WRB W R BERKLEY CORPORATION 0.0%
Value ($000) $105 Shares 1,475 Est. Cost $57.87 Unrealized +3.2%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $99 Shares 1,600 Est. Cost $51.99 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $97 Shares 1,065 Est. Cost $94.53 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $97 Shares 70 Est. Cost $749.90 Unrealized +66.4%
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $96 Shares 2,855 Est. Cost $38.72 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $95 Shares 3,500 Est. Cost $27.26 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $94 Shares 1,320 Est. Cost $74.86 Unrealized -8.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $88 Shares 736 Est. Cost $105.92 Unrealized +1.2%
SDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $85 Shares 2,532 Est. Cost $36.26 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $85 Shares 2,116 Est. Cost $40.38 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $84 Shares 2,162 Est. Cost $38.25 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $82 Shares 604 Est. Cost $127.93 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $81 Shares 300 Est. Cost $158.88 Unrealized +84.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $78 Shares 1,390 Est. Cost $44.02 Unrealized +19.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $78 Shares 450 Est. Cost $111.18 Unrealized +45.8%
PWR QUANTA SVCS INC 0.0%
Value ($000) $77 Shares 302 Est. Cost $305.02 Unrealized -5.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $74 Shares 375 Est. Cost $197.36 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $72 Shares 1,258 Est. Cost $61.56 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $72 Shares 310 Est. Cost $236.16 Unrealized +2.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $72 Shares 702 Est. Cost $89.16 Unrealized +24.7%
PEP PEPSICO INC 0.0%
Value ($000) $72 Shares 478 Est. Cost $162.69 Unrealized -11.8%
BBCB JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $71 Shares 1,568 Est. Cost $44.84 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $70 Shares 1,051 Est. Cost $60.42 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $69 Shares 125 Est. Cost $403.16 Unrealized +34.4%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $68 Shares 580 Est. Cost $137.88 Unrealized +7.8%
INDA ISHARES TR 0.0%
Value ($000) $68 Shares 1,317 Est. Cost $54.13 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $65 Shares 544 Est. Cost $115.67 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $60 Shares 160 Est. Cost $286.08 Unrealized +31.8%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $59 Shares 115 Est. Cost $538.81 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $52 Shares 381 Est. Cost $102.73 Unrealized +47.8%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $51.60 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $46 Shares 243 Est. Cost $205.69 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $44 Shares 334 Est. Cost $101.12 Unrealized +24.1%
LQD ISHARES TR 0.0%
Value ($000) $42 Shares 388 Est. Cost $109.54 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 153 Est. Cost $267.51 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $40 Shares 150 Est. Cost $159.78 Unrealized +53.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $40 Shares 324 Est. Cost $98.36 Unrealized +12.4%
IJH ISHARES TR 0.0%
Value ($000) $39 Shares 665 Est. Cost $58.52 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $27.76 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $38 Shares 247 Est. Cost $43.75 Unrealized +240.8%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $38 Shares 735 Est. Cost $48.74 Unrealized
POOL POOL CORPORATION 0.0%
Value ($000) $37 Shares 115 Est. Cost $357.95 Unrealized -6.7%
PLD PROLOGIS INC 0.0%
Value ($000) $36 Shares 320 Est. Cost $115.32 Unrealized -3.0%
IYC ISHARES TR 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.94 Unrealized
T AT&T INC 0.0%
Value ($000) $35 Shares 1,248 Est. Cost $13.78 Unrealized +76.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $35 Shares 18 Est. Cost $1947.25 Unrealized +1.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $35 Shares 56 Est. Cost $710.77 Unrealized -4.0%
IYE ISHARES TR 0.0%
Value ($000) $35 Shares 705 Est. Cost $45.57 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $33 Shares 1,066 Est. Cost $19.21 Unrealized +57.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $33 Shares 200 Est. Cost $121.76 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $32 Shares 350 Est. Cost $73.98 Unrealized +13.7%
MBSF REGAN FLOATING RATE MBS ETF 0.0%
Value ($000) $32 Shares 1,255 Est. Cost $25.40 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $32 Shares 440 Est. Cost $80.36 Unrealized -10.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $32 Shares 457 Est. Cost $100.77 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $32 Shares 180 Est. Cost $167.50 Unrealized +9.5%
WGMI COINSHARES VALKYRIE BITCOIN MINERS ETF 0.0%
Value ($000) $31 Shares 2,445 Est. Cost $17.78 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $31 Shares 181 Est. Cost $164.17 Unrealized +12.6%
ICLN ISHARES TR 0.0%
Value ($000) $31 Shares 2,675 Est. Cost $14.62 Unrealized
BA BOEING CO 0.0%
Value ($000) $30 Shares 177 Est. Cost $205.48 Unrealized -15.8%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $30 Shares 239 Est. Cost $132.90 Unrealized +9.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 130 Est. Cost $221.75 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $29 Shares 140 Est. Cost $179.65 Unrealized +10.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $97.26 Unrealized +12.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 648 Est. Cost $40.67 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $27 Shares 100 Est. Cost $276.76 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $26 Shares 546 Est. Cost $49.40 Unrealized
DWAS INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $26 Shares 332 Est. Cost $92.95 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $237.29 Unrealized +5.6%
PSX PHILLIPS 66 0.0%
Value ($000) $25 Shares 200 Est. Cost $128.40 Unrealized -7.1%
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $25 Shares 111 Est. Cost $161.42 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $24 Shares 414 Est. Cost $59.07 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $23 Shares 35 Est. Cost $662.83 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $23 Shares 91 Est. Cost $261.79 Unrealized +6.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $23 Shares 155 Est. Cost $132.62 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $22 Shares 45 Est. Cost $535.50 Unrealized +0.8%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $22 Shares 138 Est. Cost $146.63 Unrealized +15.7%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $22 Shares 89 Est. Cost $255.96 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $22 Shares 45 Est. Cost $385.57 Unrealized +20.9%
IYK ISHARES TR 0.0%
Value ($000) $21 Shares 300 Est. Cost $70.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $21 Shares 85 Est. Cost $161.38 Unrealized +48.4%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $87.53 Unrealized +24.0%
IWV ISHARES TR 0.0%
Value ($000) $19 Shares 60 Est. Cost $278.22 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $18 Shares 1,003 Est. Cost $17.11 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $18 Shares 300 Est. Cost $65.00 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $18 Shares 165 Est. Cost $94.22 Unrealized +26.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $18 Shares 140 Est. Cost $123.69 Unrealized +16.0%
TGT TARGET CORP 0.0%
Value ($000) $17 Shares 167 Est. Cost $116.39 Unrealized +3.3%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $17 Shares 115 Est. Cost $150.85 Unrealized
FDHY FIDELITY 0.0%
Value ($000) $17 Shares 345 Est. Cost $49.31 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $16 Shares 361 Est. Cost $33.19 Unrealized +19.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $16 Shares 112 Est. Cost $202.36 Unrealized -17.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $16 Shares 80 Est. Cost $247.76 Unrealized +7.6%
NFLX NETFLIX INC 0.0%
Value ($000) $15 Shares 16 Est. Cost $68.39 Unrealized +39.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 25 Est. Cost $533.24 Unrealized +4.5%
MMM 3M CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $79.56 Unrealized +81.7%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 213 Est. Cost $66.77 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $14 Shares 587 Est. Cost $23.72 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $14 Shares 80 Est. Cost $242.13 Unrealized 0.0%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $10.38 Unrealized -45.1%
FCG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 550 Est. Cost $25.99 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 145 Est. Cost $84.06 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $423.77 Unrealized +19.8%
IHE ISHARES TR 0.0%
Value ($000) $13 Shares 180 Est. Cost $70.61 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $13 Shares 220 Est. Cost $57.30 Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $12 Shares 1,650 Est. Cost $11.87 Unrealized -14.3%
IGSB ISHARES TR 0.0%
Value ($000) $12 Shares 230 Est. Cost $50.16 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 232 Est. Cost $50.74 Unrealized
CLOI VANECK CLO ETF 0.0%
Value ($000) $11 Shares 216 Est. Cost $52.77 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $11 Shares 203 Est. Cost $51.09 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.0%
Value ($000) $11 Shares 291 Est. Cost $38.08 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $10 Shares 49 Est. Cost $262.43 Unrealized -17.3%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.38 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $53.24 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $10 Shares 110 Est. Cost $127.23 Unrealized -41.6%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $10 Shares 161 Est. Cost $59.75 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $9 Shares 61 Est. Cost $118.34 Unrealized +34.9%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $9 Shares 2 Est. Cost $4756.61 Unrealized -0.2%
IBB ISHARES TR 0.0%
Value ($000) $9 Shares 71 Est. Cost $128.03 Unrealized
SAP SAP SE 0.0%
Value ($000) $9 Shares 33 Est. Cost $246.21 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 195 Est. Cost $47.86 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $9 Shares 87 Est. Cost $89.47 Unrealized +6.6%
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $9 Shares 171 Est. Cost $50.71 Unrealized
HTAB HARTFORD FDS EXCHANGE TRADE 0.0%
Value ($000) $8 Shares 435 Est. Cost $19.17 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $8 Shares 93 Est. Cost $146.38 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.36 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 45 Est. Cost $154.50 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 95 Est. Cost $94.39 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 213 Est. Cost $37.34 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $88.72 Unrealized +27.3%
ARKG ARK ETF TR 0.0%
Value ($000) $7 Shares 325 Est. Cost $20.76 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $7 Shares 219 Est. Cost $31.70 Unrealized +5.2%
SHYG ISHARES TR 0.0%
Value ($000) $7 Shares 155 Est. Cost $41.26 Unrealized
JMOM JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 107 Est. Cost $57.15 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $6 Shares 30 Est. Cost $176.74 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $6 Shares 280 Est. Cost $19.21 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $65.83 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $6 Shares 60 Est. Cost $98.10 Unrealized -9.9%
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $6 Shares 150 Est. Cost $36.79 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 151 Est. Cost $35.08 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $5 Shares 35 Est. Cost $150.96 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $218.93 Unrealized 0.0%
SMTH ALPS/SMITH CORE PLUS BOND ETF 0.0%
Value ($000) $5 Shares 178 Est. Cost $26.51 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $5 Shares 36 Est. Cost $131.92 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $136.96 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $4 Shares 285 Est. Cost $15.10 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $897.54 Unrealized -1.9%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $4 Shares 770 Est. Cost $6.83 Unrealized +6.7%
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $164.40 Unrealized +17.2%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.05 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $4 Shares 19 Est. Cost $157.95 Unrealized +23.9%
INTU INTUIT 0.0%
Value ($000) $4 Shares 6 Est. Cost $597.47 Unrealized 0.0%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 45 Est. Cost $79.22 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.74 Unrealized -16.5%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $3 Shares 12 Est. Cost $214.15 Unrealized +14.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $117.42 Unrealized +16.6%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.02 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 17 Est. Cost $189.52 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $1025.88 Unrealized 0.0%
ADBE ADOBE SYS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $528.98 Unrealized -18.9%
IWS ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $132.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $2 Shares 7 Est. Cost $295.41 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $83.96 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $615.89 Unrealized 0.0%
UYLD ANGEL OAK ULTRASHORT INCOME ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $51.26 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized +22.7%
HYS PIMCO ETF TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.30 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.71 Unrealized
INDIA FD INC 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.86 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 52 Est. Cost $30.10 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.00 Unrealized -5.4%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 17 Est. Cost $93.12 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 17 Est. Cost $86.82 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.82 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.91 Unrealized
FLIA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1 Shares 47 Est. Cost $20.89 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.72 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $11.38 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $31.47 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.64 Unrealized +8.9%