Modern Wealth Management, LLC Diversified Active

CIK: 0002001900 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: May 28, 2025

Total Value ($000): $792,206

Holdings (191)

STIP ISHARES TR 13.2%
Value ($000) $104,231 Shares 1,057,217 Est. Cost $98.59 Unrealized
QQQ INVESCO QQQ TR 11.8%
Value ($000) $93,477 Shares 228,261 Est. Cost $409.52 Unrealized
IVW ISHARES TR 8.5%
Value ($000) $67,455 Shares 898,202 Est. Cost $75.10 Unrealized
SPY SPDR S&P 500 ETF TR 8.2%
Value ($000) $64,939 Shares 136,625 Est. Cost $475.31 Unrealized
IVE ISHARES TR 6.6%
Value ($000) $51,963 Shares 298,827 Est. Cost $173.89 Unrealized
IJK ISHARES TR 4.1%
Value ($000) $32,635 Shares 411,951 Est. Cost $79.22 Unrealized
SPTM SPDR SER TR 3.9%
Value ($000) $30,868 Shares 528,102 Est. Cost $58.45 Unrealized
VOO VANGUARD INDEX FDS 3.7%
Value ($000) $29,581 Shares 67,723 Est. Cost $436.80 Unrealized
COWZ PACER FDS TR 2.7%
Value ($000) $21,193 Shares 407,643 Est. Cost $51.99 Unrealized
AGZD WISDOMTREE TR 2.5%
Value ($000) $19,829 Shares 904,589 Est. Cost $21.92 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 2.4%
Value ($000) $19,382 Shares 51,430 Est. Cost $376.87 Unrealized
TCAF T ROWE PRICE ETF INC 2.2%
Value ($000) $17,207 Shares 622,758 Est. Cost $27.63 Unrealized
AVUV AMERICAN CENTY ETF TR 2.1%
Value ($000) $16,439 Shares 183,062 Est. Cost $89.80 Unrealized
DIVO AMPLIFY ETF TR 1.8%
Value ($000) $13,948 Shares 381,619 Est. Cost $36.55 Unrealized
SPYV SPDR SER TR 1.4%
Value ($000) $11,161 Shares 239,348 Est. Cost $46.63 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $10,205 Shares 53,004 Est. Cost $182.81 Unrealized 0.0%
FSK FS KKR CAP CORP 1.0%
Value ($000) $8,094 Shares 405,289 Est. Cost $14.14 Unrealized 0.0%
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $7,588 Shares 31,988 Est. Cost $237.21 Unrealized
OUNZ VANECK MERK GOLD TR 0.9%
Value ($000) $7,518 Shares 376,640 Est. Cost $19.96 Unrealized
AVLV AMERICAN CENTY ETF TR 0.9%
Value ($000) $7,359 Shares 127,401 Est. Cost $57.76 Unrealized
IOO ISHARES TR 0.9%
Value ($000) $6,938 Shares 86,171 Est. Cost $80.52 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.9%
Value ($000) $6,850 Shares 121,760 Est. Cost $56.26 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $5,702 Shares 38,908 Est. Cost $140.61 Unrealized 0.0%
BUL PACER FDS TR 0.7%
Value ($000) $5,636 Shares 154,362 Est. Cost $36.51 Unrealized
USRT ISHARES TR 0.7%
Value ($000) $5,551 Shares 102,240 Est. Cost $54.29 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $4,957 Shares 31,416 Est. Cost $157.80 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $4,735 Shares 64,379 Est. Cost $73.55 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $4,212 Shares 53,979 Est. Cost $78.03 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $4,098 Shares 80,772 Est. Cost $50.74 Unrealized
IEF ISHARES TR 0.5%
Value ($000) $4,018 Shares 41,681 Est. Cost $96.39 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $3,195 Shares 6,690 Est. Cost $477.64 Unrealized
PECO PHILLIPS EDISON & CO INC 0.4%
Value ($000) $3,125 Shares 85,670 Est. Cost $36.48 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,003 Shares 7,985 Est. Cost $350.36 Unrealized 0.0%
SPSM SPDR SER TR 0.3%
Value ($000) $2,478 Shares 58,738 Est. Cost $42.18 Unrealized
SPTS SPDR SER TR 0.3%
Value ($000) $2,199 Shares 75,703 Est. Cost $29.05 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $2,117 Shares 28,101 Est. Cost $75.35 Unrealized
GBF ISHARES TR 0.3%
Value ($000) $2,112 Shares 20,068 Est. Cost $105.23 Unrealized
REGL PROSHARES TR 0.3%
Value ($000) $2,039 Shares 27,718 Est. Cost $73.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,991 Shares 5,582 Est. Cost $350.99 Unrealized 0.0%
FUMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,978 Shares 98,594 Est. Cost $20.06 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $1,957 Shares 21,410 Est. Cost $91.41 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,810 Shares 6,122 Est. Cost $251.22 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $1,789 Shares 7,199 Est. Cost $237.66 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,748 Shares 33,839 Est. Cost $51.66 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $1,737 Shares 19,007 Est. Cost $91.39 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $1,604 Shares 24,658 Est. Cost $65.06 Unrealized
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $1,480 Shares 30,635 Est. Cost $48.32 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,408 Shares 8,929 Est. Cost $51.64 Unrealized 0.0%
FSMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,383 Shares 69,348 Est. Cost $19.95 Unrealized
SSO PROSHARES TR 0.2%
Value ($000) $1,332 Shares 20,471 Est. Cost $65.07 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $1,285 Shares 11,653 Est. Cost $94.92 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $1,254 Shares 3,135 Est. Cost $365.14 Unrealized 0.0%
IJR ISHARES TR 0.2%
Value ($000) $1,224 Shares 11,311 Est. Cost $108.25 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,220 Shares 3,446 Est. Cost $323.40 Unrealized 0.0%
ETN EATON CORP PLC 0.2%
Value ($000) $1,213 Shares 5,038 Est. Cost $215.55 Unrealized 0.0%
IUSV ISHARES TR 0.1%
Value ($000) $1,112 Shares 13,186 Est. Cost $84.33 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,100 Shares 2,222 Est. Cost $46.31 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,039 Shares 6,841 Est. Cost $140.18 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,039 Shares 10,394 Est. Cost $97.59 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $1,023 Shares 17,740 Est. Cost $50.84 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $1,022 Shares 12,460 Est. Cost $82.04 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,005 Shares 3,389 Est. Cost $258.68 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $973 Shares 5,731 Est. Cost $153.75 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $960 Shares 28,503 Est. Cost $27.61 Unrealized 0.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $902 Shares 9,042 Est. Cost $99.79 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $867 Shares 913 Est. Cost $63.20 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $858 Shares 6,145 Est. Cost $133.35 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $823 Shares 2,374 Est. Cost $293.72 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $814 Shares 5,190 Est. Cost $143.59 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $803 Shares 22,673 Est. Cost $35.40 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $768 Shares 9,767 Est. Cost $66.95 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $753 Shares 4,858 Est. Cost $135.72 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $751 Shares 3,928 Est. Cost $191.17 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $740 Shares 13,852 Est. Cost $41.46 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $711 Shares 1,220 Est. Cost $575.10 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $705 Shares 11,609 Est. Cost $53.46 Unrealized 0.0%
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $701 Shares 14,028 Est. Cost $49.99 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $682 Shares 5,879 Est. Cost $109.73 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $675 Shares 3,601 Est. Cost $156.99 Unrealized 0.0%
TIP ISHARES TR 0.1%
Value ($000) $648 Shares 6,030 Est. Cost $107.49 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $643 Shares 4,560 Est. Cost $134.68 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $599 Shares 1,138 Est. Cost $511.31 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $592 Shares 11,545 Est. Cost $46.45 Unrealized 0.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $582 Shares 13,047 Est. Cost $44.61 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $579 Shares 9,378 Est. Cost $52.02 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $571 Shares 3,493 Est. Cost $141.50 Unrealized 0.0%
O REALTY INCOME CORP 0.1%
Value ($000) $566 Shares 9,851 Est. Cost $46.49 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $562 Shares 5,103 Est. Cost $96.07 Unrealized 0.0%
IDEV ISHARES TR 0.1%
Value ($000) $554 Shares 8,696 Est. Cost $63.66 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $495 Shares 830 Est. Cost $576.76 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $494 Shares 2,123 Est. Cost $232.66 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $492 Shares 5,448 Est. Cost $86.20 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $489 Shares 29,149 Est. Cost $14.21 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $477 Shares 1,941 Est. Cost $209.24 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $475 Shares 8,067 Est. Cost $53.26 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $474 Shares 7,038 Est. Cost $67.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $456 Shares 12,091 Est. Cost $31.00 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $454 Shares 3,554 Est. Cost $91.47 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $452 Shares 4,171 Est. Cost $108.41 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $450 Shares 4,071 Est. Cost $110.64 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $445 Shares 20,988 Est. Cost $21.21 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $432 Shares 3,963 Est. Cost $96.81 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $430 Shares 18,642 Est. Cost $23.04 Unrealized
BA BOEING CO 0.1%
Value ($000) $423 Shares 1,622 Est. Cost $213.87 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $422 Shares 21,050 Est. Cost $15.96 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $419 Shares 7,015 Est. Cost $58.62 Unrealized 0.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $419 Shares 6,763 Est. Cost $55.51 Unrealized 0.0%
OTTR OTTER TAIL CORP 0.1%
Value ($000) $411 Shares 4,833 Est. Cost $72.94 Unrealized 0.0%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $409 Shares 2,346 Est. Cost $164.14 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value ($000) $399 Shares 3,872 Est. Cost $103.07 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $398 Shares 3,778 Est. Cost $106.71 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $397 Shares 5,132 Est. Cost $77.38 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $394 Shares 2,641 Est. Cost $137.80 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $390 Shares 9,005 Est. Cost $33.10 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $390 Shares 1,497 Est. Cost $242.67 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $388 Shares 1,717 Est. Cost $213.74 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $377 Shares 7,018 Est. Cost $45.05 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $374 Shares 5,045 Est. Cost $72.14 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $374 Shares 1,441 Est. Cost $259.46 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $369 Shares 7,719 Est. Cost $43.71 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $367 Shares 779 Est. Cost $446.64 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $355 Shares 3,942 Est. Cost $90.17 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $355 Shares 14,397 Est. Cost $22.41 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $351 Shares 5,513 Est. Cost $63.18 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $339 Shares 514 Est. Cost $573.49 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $326 Shares 2,252 Est. Cost $118.34 Unrealized 0.0%
USIG ISHARES TR 0.0%
Value ($000) $325 Shares 6,342 Est. Cost $51.26 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $324 Shares 1,545 Est. Cost $172.33 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $321 Shares 7,654 Est. Cost $41.93 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $319 Shares 1,053 Est. Cost $303.17 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $318 Shares 3,384 Est. Cost $94.08 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $318 Shares 2,145 Est. Cost $141.98 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $314 Shares 4,749 Est. Cost $58.77 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $313 Shares 3,547 Est. Cost $88.37 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $310 Shares 22,428 Est. Cost $13.80 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $307 Shares 7,464 Est. Cost $41.10 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $306 Shares 30,760 Est. Cost $9.95 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $305 Shares 5,856 Est. Cost $43.67 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $300 Shares 2,746 Est. Cost $75.54 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $299 Shares 618 Est. Cost $483.99 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $294 Shares 1,834 Est. Cost $143.16 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $294 Shares 1,121 Est. Cost $262.26 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $293 Shares 7,269 Est. Cost $34.81 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $293 Shares 6,678 Est. Cost $40.09 Unrealized 0.0%
IEUR ISHARES TR 0.0%
Value ($000) $291 Shares 5,292 Est. Cost $55.02 Unrealized
CSX CSX CORP 0.0%
Value ($000) $290 Shares 8,367 Est. Cost $30.86 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $289 Shares 1,814 Est. Cost $143.35 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $289 Shares 1,142 Est. Cost $242.32 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 7,208 Est. Cost $40.06 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $286 Shares 753 Est. Cost $333.50 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $280 Shares 3,621 Est. Cost $77.37 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $278 Shares 1,860 Est. Cost $128.87 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $278 Shares 3,315 Est. Cost $83.85 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $275 Shares 4,624 Est. Cost $59.51 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $272 Shares 4,968 Est. Cost $50.72 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $270 Shares 975 Est. Cost $277.21 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $269 Shares 6,030 Est. Cost $39.23 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $268 Shares 2,760 Est. Cost $83.85 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $263 Shares 21,615 Est. Cost $9.63 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $261 Shares 3,891 Est. Cost $56.03 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $260 Shares 3,643 Est. Cost $59.52 Unrealized 0.0%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $260 Shares 12,600 Est. Cost $20.62 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $253 Shares 16,048 Est. Cost $15.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $253 Shares 1,316 Est. Cost $192.54 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $250 Shares 5,074 Est. Cost $49.36 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $244 Shares 2,401 Est. Cost $101.76 Unrealized
BCI ABRDN ETFS 0.0%
Value ($000) $238 Shares 12,301 Est. Cost $19.36 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $237 Shares 4,690 Est. Cost $50.62 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $234 Shares 4,631 Est. Cost $50.58 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $232 Shares 1,364 Est. Cost $144.89 Unrealized 0.0%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $226 Shares 13,143 Est. Cost $17.23 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $226 Shares 4,336 Est. Cost $45.92 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $223 Shares 808 Est. Cost $238.09 Unrealized 0.0%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $223 Shares 11,186 Est. Cost $19.93 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $222 Shares 2,642 Est. Cost $76.28 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $221 Shares 6,143 Est. Cost $35.96 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $220 Shares 7,653 Est. Cost $26.40 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $220 Shares 451 Est. Cost $43.65 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $208 Shares 187 Est. Cost $92.23 Unrealized 0.0%
DLS WISDOMTREE TR 0.0%
Value ($000) $206 Shares 3,223 Est. Cost $63.85 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $206 Shares 9,187 Est. Cost $22.40 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $178 Shares 10,653 Est. Cost $15.82 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $166 Shares 27,639 Est. Cost $4.13 Unrealized 0.0%
COHEN & STEERS TOTAL RETURN 0.0%
Value ($000) $128 Shares 10,893 Est. Cost $11.75 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $75 Shares 13,623 Est. Cost $5.47 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $74 Shares 13,007 Est. Cost $5.67 Unrealized
PHX MINERALS INC 0.0%
Value ($000) $68 Shares 21,000 Est. Cost $3.22 Unrealized
MONDQ MONDEE HOLDINGS INC 0.0%
Value ($000) $49 Shares 17,714 Est. Cost $2.76 Unrealized
UROY URANIUM RTY CORP 0.0%
Value ($000) $30 Shares 11,000 Est. Cost $2.80 Unrealized 0.0%
EMX EMX RTY CORP 0.0%
Value ($000) $22 Shares 13,587 Est. Cost $1.62 Unrealized
ARES CAPITAL CORP 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.03 Unrealized