FWL INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001829231 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $383,628 (100.0% shares, 0.0% debt)

Holdings (332)

GDX VANECK GOLD MINERS ETF 5.2%
Value ($000) $20,139 Shares 263,603 Est. Cost $33.58 Unrealized
ORCL ORACLE CORP COM 5.1%
Value ($000) $19,491 Shares 69,304 Est. Cost $133.79 Unrealized +90.0%
GOOG ALPHABET INC CAP STK CL C 4.9%
Value ($000) $18,673 Shares 76,669 Est. Cost $128.71 Unrealized +63.1%
LNG CHENIERE ENERGY INC COM NEW 4.5%
Value ($000) $17,308 Shares 73,656 Est. Cost $165.59 Unrealized +41.9%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $17,164 Shares 33,137 Est. Cost $277.20 Unrealized +83.5%
AMLP ALERIAN MLP ETF 4.2%
Value ($000) $16,006 Shares 341,067 Est. Cost $40.52 Unrealized
GLD SPDR GOLD SHARES 4.1%
Value ($000) $15,560 Shares 43,772 Est. Cost $201.26 Unrealized
NVDA NVIDIA CORPORATION COM 3.9%
Value ($000) $15,091 Shares 80,880 Est. Cost $113.53 Unrealized +53.5%
ETN EATON CORP 3.7%
Value ($000) $14,093 Shares 37,657 Est. Cost $295.80 Unrealized +22.8%
WMB WILLIAMS COS INC COM 3.4%
Value ($000) $12,898 Shares 203,595 Est. Cost $38.70 Unrealized +49.4%
CCJ CAMECO CORP COM 3.3%
Value ($000) $12,537 Shares 149,494 Est. Cost $45.22 Unrealized +71.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 3.2%
Value ($000) $12,091 Shares 131,785 Est. Cost $91.68 Unrealized
AMZN AMAZON COM INC COM 3.0%
Value ($000) $11,573 Shares 52,707 Est. Cost $183.72 Unrealized +23.2%
IREN IREN LIMITED ORDINARY SHARES 2.9%
Value ($000) $11,260 Shares 239,939 Est. Cost $8.80 Unrealized +176.0%
MU MICRON TECHNOLOGY INC COM 2.6%
Value ($000) $10,160 Shares 60,721 Est. Cost $115.84 Unrealized +10.3%
CACI CACI INTL INC CL A 2.5%
Value ($000) $9,574 Shares 19,195 Est. Cost $404.05 Unrealized +19.6%
AGNC AGNC INVT CORP COM 2.5%
Value ($000) $9,564 Shares 976,912 Est. Cost $9.72 Unrealized
IBN ICICI BANK LIMITED ADR 2.4%
Value ($000) $9,371 Shares 309,998 Est. Cost $19.21 Unrealized
MDT MEDTRONIC PLC SHS 2.4%
Value ($000) $9,105 Shares 95,598 Est. Cost $88.52 Unrealized +3.1%
ETR ENTERGY CORP NEW COM 2.3%
Value ($000) $8,639 Shares 92,708 Est. Cost $87.11 Unrealized 0.0%
TEM TEMPUS AI INC CL A 1.7%
Value ($000) $6,667 Shares 82,599 Est. Cost $59.03 Unrealized +18.6%
AAPL APPLE INC COM 1.6%
Value ($000) $6,251 Shares 24,550 Est. Cost $161.07 Unrealized +40.1%
NVT NVENT ELECTRIC PLC SHS 1.4%
Value ($000) $5,277 Shares 53,493 Est. Cost $86.47 Unrealized 0.0%
COPX GLOBAL X COPPER MINERS ETF 1.2%
Value ($000) $4,473 Shares 74,785 Est. Cost $59.00 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.1%
Value ($000) $4,379 Shares 13,882 Est. Cost $201.37 Unrealized +47.0%
VRT VERTIV HOLDINGS CO COM CL A 1.1%
Value ($000) $4,275 Shares 28,336 Est. Cost $93.78 Unrealized +42.2%
SCHW SCHWAB CHARLES CORP COM 1.1%
Value ($000) $4,142 Shares 43,381 Est. Cost $79.80 Unrealized +18.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $4,037 Shares 8,030 Est. Cost $401.41 Unrealized +20.7%
FLG FLAGSTAR FINANCIAL INC COM NEW 1.0%
Value ($000) $3,724 Shares 322,433 Est. Cost $11.31 Unrealized +5.0%
WMT WALMART INC COM 0.9%
Value ($000) $3,399 Shares 32,980 Est. Cost $71.84 Unrealized +38.1%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.8%
Value ($000) $3,123 Shares 34,182 Est. Cost $23.73 Unrealized +169.8%
TSLA TESLA INC COM 0.8%
Value ($000) $2,988 Shares 6,718 Est. Cost $327.54 Unrealized +5.9%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,955 Shares 7,294 Est. Cost $353.96 Unrealized +9.9%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $2,831 Shares 4,715 Est. Cost $377.98 Unrealized
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $2,826 Shares 3,053 Est. Cost $843.23 Unrealized +13.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.7%
Value ($000) $2,722 Shares 14,922 Est. Cost $54.79 Unrealized +195.8%
URA GLOBAL X URANIUM ETF 0.6%
Value ($000) $2,414 Shares 50,640 Est. Cost $38.88 Unrealized
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $1,876 Shares 5,501 Est. Cost $284.86 Unrealized +10.1%
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $1,835 Shares 25,216 Est. Cost $36.61 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,795 Shares 5,257 Est. Cost $267.86 Unrealized +28.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.4%
Value ($000) $1,689 Shares 7,355 Est. Cost $121.09 Unrealized
RIOT RIOT PLATFORMS INC COM 0.4%
Value ($000) $1,640 Shares 86,186 Est. Cost $12.43 Unrealized +11.4%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.4%
Value ($000) $1,610 Shares 30,996 Est. Cost $50.65 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,558 Shares 6,407 Est. Cost $122.90 Unrealized +70.2%
AGI ALAMOS GOLD INC NEW COM CL A 0.4%
Value ($000) $1,551 Shares 44,482 Est. Cost $22.70 Unrealized +25.9%
CYBERARK SOFTWARE LTD SHS 0.4%
Value ($000) $1,454 Shares 3,009 Est. Cost $282.09 Unrealized
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $1,420 Shares 5,206 Est. Cost $264.85 Unrealized +7.8%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.4%
Value ($000) $1,415 Shares 73,170 Est. Cost $19.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $1,394 Shares 2,975 Est. Cost $258.37 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $1,378 Shares 1,877 Est. Cost $605.08 Unrealized +22.8%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,313 Shares 4,654 Est. Cost $306.64 Unrealized -6.5%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $1,153 Shares 1,448 Est. Cost $629.41 Unrealized +16.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,037 Shares 12,500 Est. Cost $82.25 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,007 Shares 1,505 Est. Cost $571.17 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $906 Shares 5,836 Est. Cost $146.62 Unrealized +3.9%
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $844 Shares 3,416 Est. Cost $199.74 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.2%
Value ($000) $805 Shares 44,132 Est. Cost $19.43 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.2%
Value ($000) $767 Shares 37,936 Est. Cost $18.92 Unrealized
EAT BRINKER INTL INC COM 0.2%
Value ($000) $695 Shares 5,490 Est. Cost $155.03 Unrealized +0.7%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $620 Shares 7,113 Est. Cost $75.91 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $576 Shares 1,200 Est. Cost $253.55 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $569 Shares 17,990 Est. Cost $31.38 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $520 Shares 697 Est. Cost $615.01 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $438 Shares 2,348 Est. Cost $128.12 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $433 Shares 7,533 Est. Cost $53.27 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.1%
Value ($000) $417 Shares 4,677 Est. Cost $71.56 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $410 Shares 1,242 Est. Cost $188.60 Unrealized +62.1%
CORZ CORE SCIENTIFIC INC NEW COM 0.1%
Value ($000) $382 Shares 21,307 Est. Cost $10.01 Unrealized +46.5%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $316 Shares 2,088 Est. Cost $112.70 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $298 Shares 2,218 Est. Cost $109.72 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $281 Shares 1,445 Est. Cost $178.74 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $280 Shares 1,805 Est. Cost $149.03 Unrealized +2.7%
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $275 Shares 3,685 Est. Cost $64.81 Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.1%
Value ($000) $272 Shares 3,969 Est. Cost $73.42 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $253 Shares 897 Est. Cost $165.06 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $252 Shares 3,514 Est. Cost $71.63 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $244 Shares 11,116 Est. Cost $21.77 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $235 Shares 4,843 Est. Cost $49.48 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $233 Shares 1,007 Est. Cost $155.74 Unrealized +29.7%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $229 Shares 8,500 Est. Cost $26.82 Unrealized
FLNC FLUENCE ENERGY INC COM CL A 0.1%
Value ($000) $219 Shares 20,250 Est. Cost $8.36 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $218 Shares 3,195 Est. Cost $62.57 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $202 Shares 2,012 Est. Cost $101.16 Unrealized
OKE ONEOK INC NEW COM 0.1%
Value ($000) $201 Shares 2,751 Est. Cost $80.42 Unrealized -6.7%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $198 Shares 844 Est. Cost $164.29 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $196 Shares 922 Est. Cost $185.05 Unrealized +17.7%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $194 Shares 4,774 Est. Cost $40.12 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $193 Shares 1,600 Est. Cost $96.52 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $186 Shares 7,050 Est. Cost $32.34 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $162 Shares 1,865 Est. Cost $73.80 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $158 Shares 237 Est. Cost $544.20 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $156 Shares 1,669 Est. Cost $90.77 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $156 Shares 5,500 Est. Cost $18.26 Unrealized +47.7%
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value ($000) $153 Shares 3,456 Est. Cost $44.80 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $152 Shares 518 Est. Cost $194.77 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $152 Shares 1,893 Est. Cost $68.19 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $145 Shares 1,148 Est. Cost $110.58 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $145 Shares 2,363 Est. Cost $51.03 Unrealized +14.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $143 Shares 2,996 Est. Cost $40.03 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $137 Shares 2,000 Est. Cost $47.89 Unrealized +40.7%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $133 Shares 320 Est. Cost $309.72 Unrealized +25.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $128 Shares 1,695 Est. Cost $74.27 Unrealized -2.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $124 Shares 163 Est. Cost $646.30 Unrealized +14.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $118 Shares 1,203 Est. Cost $49.00 Unrealized +90.9%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $118 Shares 297 Est. Cost $371.28 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $117 Shares 1,536 Est. Cost $51.99 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $117 Shares 606 Est. Cost $198.35 Unrealized +3.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $111 Shares 334 Est. Cost $171.15 Unrealized +85.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $105 Shares 1,375 Est. Cost $57.87 Unrealized +21.0%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $101 Shares 2,116 Est. Cost $40.38 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $99 Shares 1,983 Est. Cost $39.09 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $99 Shares 1,350 Est. Cost $53.74 Unrealized +32.3%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $99 Shares 1,470 Est. Cost $62.91 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $98 Shares 2,264 Est. Cost $43.02 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $97 Shares 1,550 Est. Cost $42.38 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $94 Shares 338 Est. Cost $177.80 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $90 Shares 535 Est. Cost $121.75 Unrealized +46.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $90 Shares 3,239 Est. Cost $24.49 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $88 Shares 2,800 Est. Cost $31.51 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $87 Shares 311 Est. Cost $237.58 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.0%
Value ($000) $87 Shares 492 Est. Cost $169.14 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $86 Shares 616 Est. Cost $128.08 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $83 Shares 736 Est. Cost $105.86 Unrealized +3.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $73 Shares 120 Est. Cost $551.07 Unrealized
WGMI COINSHARES BITCOIN MINING ETF 0.0%
Value ($000) $72 Shares 1,631 Est. Cost $18.34 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $71 Shares 544 Est. Cost $115.67 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $71 Shares 1,254 Est. Cost $61.56 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $71 Shares 298 Est. Cost $257.21 Unrealized -2.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $68 Shares 119 Est. Cost $403.16 Unrealized +42.2%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $67 Shares 364 Est. Cost $152.14 Unrealized +11.4%
PEP PEPSICO INC COM 0.0%
Value ($000) $67 Shares 478 Est. Cost $162.69 Unrealized -13.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $67 Shares 180 Est. Cost $297.02 Unrealized +29.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $66 Shares 50 Est. Cost $749.90 Unrealized +82.0%
NN NEXTNAV INC COMMON STOCK 0.0%
Value ($000) $66 Shares 4,585 Est. Cost $12.83 Unrealized +23.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $64 Shares 536 Est. Cost $112.27 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $64 Shares 265 Est. Cost $198.90 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $27.76 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $61 Shares 51 Est. Cost $102.24 Unrealized +19.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $60 Shares 372 Est. Cost $89.16 Unrealized +81.0%
XYL XYLEM INC COM 0.0%
Value ($000) $56 Shares 379 Est. Cost $122.55 Unrealized +12.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $56 Shares 625 Est. Cost $94.53 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $54 Shares 213 Est. Cost $236.16 Unrealized +3.4%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $53 Shares 56 Est. Cost $710.77 Unrealized +25.0%
T AT&T INC COM 0.0%
Value ($000) $53 Shares 1,874 Est. Cost $18.56 Unrealized +51.3%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $51 Shares 22 Est. Cost $2029.65 Unrealized +18.3%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $51 Shares 200 Est. Cost $256.45 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $51 Shares 3,310 Est. Cost $14.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $50 Shares 153 Est. Cost $267.51 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 443 Est. Cost $109.80 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $49 Shares 437 Est. Cost $89.17 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $48 Shares 421 Est. Cost $117.80 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $46 Shares 426 Est. Cost $86.50 Unrealized +68.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $46 Shares 369 Est. Cost $100.98 Unrealized +18.6%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $45 Shares 300 Est. Cost $97.26 Unrealized +39.4%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $51.60 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $43 Shares 47 Est. Cost $188.63 Unrealized -1.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $42 Shares 1,613 Est. Cost $24.54 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $42 Shares 400 Est. Cost $87.94 Unrealized
BFST BUSINESS FIRST BANCSHARES INC COM 0.0%
Value ($000) $42 Shares 1,762 Est. Cost $24.40 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $41 Shares 735 Est. Cost $48.74 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $40 Shares 1,052 Est. Cost $36.26 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $39 Shares 2,311 Est. Cost $16.21 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $38 Shares 177 Est. Cost $205.48 Unrealized +9.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $37 Shares 1,193 Est. Cost $33.20 Unrealized -0.1%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $37 Shares 320 Est. Cost $115.32 Unrealized -6.1%
MBSF REGAN FLOATING RATE MBS ETF 0.0%
Value ($000) $36 Shares 1,430 Est. Cost $25.41 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $36 Shares 115 Est. Cost $357.95 Unrealized -13.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $35 Shares 172 Est. Cost $185.82 Unrealized +14.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $34 Shares 440 Est. Cost $80.36 Unrealized -2.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $34 Shares 35 Est. Cost $662.83 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $33 Shares 100 Est. Cost $276.76 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $33 Shares 350 Est. Cost $73.98 Unrealized +24.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $32 Shares 91 Est. Cost $261.79 Unrealized +31.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $32 Shares 132 Est. Cost $227.14 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $32 Shares 532 Est. Cost $59.42 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $32 Shares 380 Est. Cost $78.65 Unrealized 0.0%
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $11.02 Unrealized +55.7%
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $31 Shares 332 Est. Cost $92.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $30 Shares 105 Est. Cost $180.08 Unrealized +44.1%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $28 Shares 138 Est. Cost $146.63 Unrealized +33.0%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $28 Shares 537 Est. Cost $54.13 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $27 Shares 456 Est. Cost $60.08 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 648 Est. Cost $40.67 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $26 Shares 416 Est. Cost $57.68 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $237.29 Unrealized +8.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $26 Shares 362 Est. Cost $72.04 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $164.17 Unrealized +16.6%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $24 Shares 414 Est. Cost $59.07 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $23 Shares 140 Est. Cost $123.69 Unrealized +41.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $23 Shares 112 Est. Cost $202.36 Unrealized -10.7%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $23 Shares 60 Est. Cost $278.22 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $147.64 Unrealized +30.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $22 Shares 45 Est. Cost $535.50 Unrealized -13.2%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $22 Shares 493 Est. Cost $35.68 Unrealized +19.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $22 Shares 165 Est. Cost $94.22 Unrealized +43.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 677 Est. Cost $29.21 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $21 Shares 127 Est. Cost $152.33 Unrealized +1.3%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $21 Shares 225 Est. Cost $87.53 Unrealized +31.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $21 Shares 43 Est. Cost $469.85 Unrealized +13.6%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $21 Shares 1,961 Est. Cost $10.48 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $70.57 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $19 Shares 58 Est. Cost $364.26 Unrealized +1.9%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $18 Shares 94 Est. Cost $182.11 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $89.06 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $18 Shares 24 Est. Cost $668.32 Unrealized +10.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $18 Shares 105 Est. Cost $169.47 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $18 Shares 125 Est. Cost $161.74 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $18 Shares 566 Est. Cost $19.21 Unrealized +60.6%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $18 Shares 42 Est. Cost $336.31 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $18 Shares 180 Est. Cost $101.18 Unrealized +2.4%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $17 Shares 213 Est. Cost $66.77 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $17 Shares 178 Est. Cost $93.28 Unrealized 0.0%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $17 Shares 669 Est. Cost $19.24 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $16 Shares 99 Est. Cost $133.25 Unrealized +18.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $247.76 Unrealized +30.0%
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $16 Shares 1,650 Est. Cost $11.87 Unrealized -4.4%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $16 Shares 1,003 Est. Cost $17.11 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $78.75 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 285 Est. Cost $53.82 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $15 Shares 24 Est. Cost $594.66 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.53 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $14 Shares 29 Est. Cost $454.77 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 31 Est. Cost $407.20 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $14 Shares 293 Est. Cost $44.77 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $53.24 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $13 Shares 198 Est. Cost $51.09 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $13 Shares 525 Est. Cost $11.76 Unrealized +54.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $13 Shares 3 Est. Cost $4011.66 Unrealized 0.0%
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $13 Shares 169 Est. Cost $75.20 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $13 Shares 40 Est. Cost $289.15 Unrealized +1.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $533.24 Unrealized -0.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $165.34 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $510.14 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $12 Shares 84 Est. Cost $128.77 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 230 Est. Cost $50.16 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $12 Shares 232 Est. Cost $50.74 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 30 Est. Cost $385.57 Unrealized +8.4%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $12 Shares 1,723 Est. Cost $6.70 Unrealized
CLOI VANECK CLO ETF 0.0%
Value ($000) $11 Shares 216 Est. Cost $52.77 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $11 Shares 110 Est. Cost $127.23 Unrealized -14.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $11 Shares 165 Est. Cost $44.20 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $11 Shares 78 Est. Cost $137.70 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $11 Shares 69 Est. Cost $120.96 Unrealized +21.1%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $11 Shares 53 Est. Cost $210.59 Unrealized -4.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 2 Est. Cost $4756.61 Unrealized +17.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $11 Shares 47 Est. Cost $214.74 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 195 Est. Cost $47.86 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $11 Shares 25 Est. Cost $426.60 Unrealized 0.0%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $10 Shares 171 Est. Cost $60.45 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $10 Shares 34 Est. Cost $192.41 Unrealized +41.7%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $10 Shares 31 Est. Cost $332.02 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $10 Shares 81 Est. Cost $109.40 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 110 Est. Cost $84.06 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $10 Shares 49 Est. Cost $262.43 Unrealized -24.4%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.38 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $9 Shares 87 Est. Cost $89.47 Unrealized +25.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.36 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 8 Est. Cost $1108.77 Unrealized 0.0%
SANM SANMINA CORPORATION COM 0.0%
Value ($000) $9 Shares 81 Est. Cost $112.45 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $9 Shares 15 Est. Cost $547.84 Unrealized +2.8%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $9 Shares 213 Est. Cost $37.34 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $301.40 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $9 Shares 219 Est. Cost $31.70 Unrealized +22.5%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $10.38 Unrealized -61.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $9 Shares 33 Est. Cost $246.21 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $479.13 Unrealized 0.0%
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $8 Shares 345 Est. Cost $25.99 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $8 Shares 80 Est. Cost $92.07 Unrealized 0.0%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $8 Shares 223 Est. Cost $34.09 Unrealized 0.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.42 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 52 Est. Cost $128.03 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $343.73 Unrealized -1.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $98.10 Unrealized -0.4%
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $7 Shares 107 Est. Cost $57.15 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $94.39 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $7 Shares 35 Est. Cost $150.96 Unrealized +20.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.42 Unrealized 0.0%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $7 Shares 280 Est. Cost $19.21 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $165.18 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $6 Shares 151 Est. Cost $35.08 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $65.83 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $271.66 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $108.19 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $163.73 Unrealized -5.4%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $70.61 Unrealized
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $6 Shares 150 Est. Cost $36.79 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $131.92 Unrealized
ITRI ITRON INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $127.18 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 101 Est. Cost $61.40 Unrealized 0.0%
SMTH ALPS/SMITH CORE PLUS BOND ETF 0.0%
Value ($000) $5 Shares 178 Est. Cost $26.51 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $67.05 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $60.42 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $103.70 Unrealized +25.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 30 Est. Cost $136.96 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $897.54 Unrealized -13.7%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $4 Shares 800 Est. Cost $6.77 Unrealized -22.4%
NI NISOURCE INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $41.04 Unrealized 0.0%
MRK MERCK & CO INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $100.48 Unrealized -19.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $69.66 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $4 Shares 285 Est. Cost $15.10 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $42.02 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $79.22 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $185.75 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $4 Shares 17 Est. Cost $189.52 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $597.47 Unrealized +20.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.40 Unrealized +41.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $132.28 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.89 Unrealized +35.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $83.96 Unrealized
UYLD ANGEL OAK ULTRASHORT INCOME ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $51.26 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.30 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $205.69 Unrealized
FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $88.95 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $605.52 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.00 Unrealized +0.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.12 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $30.10 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $86.82 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 35 Est. Cost $34.80 Unrealized 0.0%
INDIA FD INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $17.86 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.89 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.20 Unrealized
FLIA FRANKLIN INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $20.89 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.72 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $158.24 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.13 Unrealized +13.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 33 Est. Cost $11.61 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.54 Unrealized 0.0%
BBCB JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.95 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.64 Unrealized +2.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $4.80 Unrealized 0.0%
HTRB HARTFORD TOTAL RETURN BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized