Modern Wealth Management, LLC Diversified Active

CIK: 0002001900 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: May 29, 2025

Total Value ($000): $1,355,043

Holdings (404)

QQQ INVESCO QQQ TR 8.1%
Value ($000) $110,181 Shares 229,969 Est. Cost $479.11 Unrealized
STIP ISHARES TR 7.6%
Value ($000) $103,274 Shares 1,038,032 Est. Cost $98.61 Unrealized
IVW ISHARES TR 6.2%
Value ($000) $83,569 Shares 903,063 Est. Cost $76.29 Unrealized
SPY SPDR S&P 500 ETF TR 6.1%
Value ($000) $82,754 Shares 152,060 Est. Cost $481.34 Unrealized
IJK ISHARES TR 5.0%
Value ($000) $67,760 Shares 769,040 Est. Cost $88.11 Unrealized
SPTM SPDR SER TR 4.3%
Value ($000) $58,792 Shares 886,095 Est. Cost $61.56 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 3.0%
Value ($000) $40,761 Shares 76,178 Est. Cost $535.08 Unrealized
VOO VANGUARD INDEX FDS 2.7%
Value ($000) $36,157 Shares 72,296 Est. Cost $439.79 Unrealized
QUAL ISHARES TR 2.0%
Value ($000) $27,744 Shares 162,473 Est. Cost $170.59 Unrealized
COWZ PACER FDS TR 1.8%
Value ($000) $24,128 Shares 442,791 Est. Cost $52.44 Unrealized
VONE VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $22,498 Shares 91,429 Est. Cost $246.07 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $21,538 Shares 102,259 Est. Cost $182.44 Unrealized +1.5%
TCAF T ROWE PRICE ETF INC 1.6%
Value ($000) $21,379 Shares 680,659 Est. Cost $27.91 Unrealized
AGZD WISDOMTREE TR 1.5%
Value ($000) $20,849 Shares 934,950 Est. Cost $21.95 Unrealized
SCHD SCHWAB STRATEGIC TR 1.5%
Value ($000) $20,594 Shares 264,840 Est. Cost $77.76 Unrealized
IVV ISHARES TR 1.3%
Value ($000) $17,707 Shares 32,357 Est. Cost $518.28 Unrealized
AVUV AMERICAN CENTY ETF TR 1.3%
Value ($000) $17,432 Shares 194,295 Est. Cost $90.01 Unrealized
SPYG SPDR SER TR 1.2%
Value ($000) $16,785 Shares 209,472 Est. Cost $77.59 Unrealized
SPYV SPDR SER TR 1.2%
Value ($000) $16,168 Shares 331,715 Est. Cost $47.46 Unrealized
BIL SPDR SER TR 1.1%
Value ($000) $15,309 Shares 166,797 Est. Cost $91.74 Unrealized
DIVO AMPLIFY ETF TR 1.1%
Value ($000) $14,655 Shares 378,692 Est. Cost $36.58 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $13,438 Shares 50,234 Est. Cost $246.05 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $12,878 Shares 28,812 Est. Cost $388.96 Unrealized +7.3%
JAAA JANUS DETROIT STR TR 0.9%
Value ($000) $12,176 Shares 239,307 Est. Cost $50.88 Unrealized
SPSM SPDR SER TR 0.8%
Value ($000) $10,583 Shares 254,840 Est. Cost $41.67 Unrealized
FLTR VANECK ETF TRUST 0.8%
Value ($000) $10,457 Shares 409,906 Est. Cost $25.51 Unrealized
AVLV AMERICAN CENTY ETF TR 0.7%
Value ($000) $10,158 Shares 161,648 Est. Cost $59.11 Unrealized
ETF OPPORTUNITIES TRUST 0.7%
Value ($000) $10,022 Shares 348,068 Est. Cost $28.79 Unrealized
OUNZ VANECK MERK GOLD TR 0.7%
Value ($000) $9,594 Shares 427,175 Est. Cost $20.20 Unrealized
IOO ISHARES TR 0.7%
Value ($000) $9,538 Shares 98,760 Est. Cost $81.70 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $8,694 Shares 164,190 Est. Cost $52.88 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $8,642 Shares 57,423 Est. Cost $149.78 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $8,489 Shares 135,628 Est. Cost $56.84 Unrealized
FSK FS KKR CAP CORP 0.6%
Value ($000) $7,882 Shares 399,471 Est. Cost $14.14 Unrealized +7.9%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $7,137 Shares 43,275 Est. Cost $141.78 Unrealized +10.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $6,945 Shares 56,212 Est. Cost $97.90 Unrealized +3.2%
BUL PACER FDS TR 0.5%
Value ($000) $6,832 Shares 161,014 Est. Cost $36.75 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $6,742 Shares 82,567 Est. Cost $81.78 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $6,598 Shares 7,287 Est. Cost $685.12 Unrealized +15.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $6,478 Shares 33,519 Est. Cost $163.28 Unrealized +12.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $5,936 Shares 51,564 Est. Cost $100.48 Unrealized +9.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $5,919 Shares 32,492 Est. Cost $142.92 Unrealized +17.1%
IAU ISHARES GOLD TR 0.4%
Value ($000) $5,534 Shares 125,962 Est. Cost $42.01 Unrealized
USRT ISHARES TR 0.4%
Value ($000) $5,262 Shares 98,247 Est. Cost $54.29 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $5,219 Shares 25,802 Est. Cost $173.29 Unrealized +9.2%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $5,156 Shares 71,564 Est. Cost $73.44 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $4,896 Shares 28,545 Est. Cost $156.67 Unrealized +0.3%
USMV ISHARES TR 0.4%
Value ($000) $4,892 Shares 58,270 Est. Cost $78.51 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $4,308 Shares 26,226 Est. Cost $157.80 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $4,150 Shares 183,853 Est. Cost $22.70 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $3,990 Shares 42,609 Est. Cost $96.26 Unrealized
IDEV ISHARES TR 0.3%
Value ($000) $3,800 Shares 57,885 Est. Cost $65.88 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $3,756 Shares 10,912 Est. Cost $332.49 Unrealized -1.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $3,715 Shares 4,370 Est. Cost $692.24 Unrealized +11.8%
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,709 Shares 73,090 Est. Cost $50.74 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,513 Shares 22,458 Est. Cost $140.27 Unrealized +5.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,401 Shares 8,359 Est. Cost $365.77 Unrealized +11.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $3,288 Shares 22,499 Est. Cost $143.60 Unrealized -1.5%
IJR ISHARES TR 0.2%
Value ($000) $3,268 Shares 30,635 Est. Cost $107.64 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $3,216 Shares 35,019 Est. Cost $92.31 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $3,137 Shares 26,412 Est. Cost $118.78 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $3,109 Shares 1,936 Est. Cost $122.62 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,090 Shares 6,069 Est. Cost $491.19 Unrealized -3.7%
USIG ISHARES TR 0.2%
Value ($000) $3,036 Shares 60,467 Est. Cost $50.55 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $2,849 Shares 7,379 Est. Cost $322.57 Unrealized +9.9%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,837 Shares 12,538 Est. Cost $208.59 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $2,832 Shares 5,098 Est. Cost $573.73 Unrealized -15.6%
REGL PROSHARES TR 0.2%
Value ($000) $2,817 Shares 38,269 Est. Cost $74.69 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,803 Shares 5,068 Est. Cost $558.10 Unrealized +2.1%
PECO PHILLIPS EDISON & CO INC 0.2%
Value ($000) $2,729 Shares 83,423 Est. Cost $36.48 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $2,657 Shares 13,486 Est. Cost $195.53 Unrealized -1.3%
TLT ISHARES TR 0.2%
Value ($000) $2,611 Shares 28,453 Est. Cost $93.71 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $2,610 Shares 14,228 Est. Cost $141.91 Unrealized +19.0%
META META PLATFORMS INC 0.2%
Value ($000) $2,593 Shares 5,142 Est. Cost $364.63 Unrealized +32.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $2,573 Shares 7,723 Est. Cost $264.35 Unrealized +28.1%
IUSB ISHARES TR 0.2%
Value ($000) $2,543 Shares 56,244 Est. Cost $45.46 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $2,496 Shares 75,628 Est. Cost $32.66 Unrealized
WMT WALMART INC 0.2%
Value ($000) $2,318 Shares 34,228 Est. Cost $55.89 Unrealized +10.9%
RWJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,277 Shares 56,816 Est. Cost $42.42 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $2,269 Shares 25,857 Est. Cost $91.10 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $2,247 Shares 11,429 Est. Cost $197.23 Unrealized -1.1%
MKL MARKEL GROUP INC 0.2%
Value ($000) $2,239 Shares 1,421 Est. Cost $1466.28 Unrealized +5.9%
TTC TORO CO 0.2%
Value ($000) $2,233 Shares 23,879 Est. Cost $92.22 Unrealized -4.4%
CDW CDW CORP 0.2%
Value ($000) $2,188 Shares 9,777 Est. Cost $231.59 Unrealized -2.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $2,141 Shares 8,402 Est. Cost $264.91 Unrealized -3.7%
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $2,048 Shares 9,915 Est. Cost $238.81 Unrealized -5.1%
TGT TARGET CORP 0.1%
Value ($000) $1,987 Shares 13,420 Est. Cost $142.13 Unrealized +4.1%
SPTS SPDR SER TR 0.1%
Value ($000) $1,978 Shares 68,528 Est. Cost $29.05 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $1,971 Shares 22,363 Est. Cost $86.71 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,921 Shares 9,642 Est. Cost $147.86 Unrealized +23.3%
ZTS ZOETIS INC 0.1%
Value ($000) $1,908 Shares 11,007 Est. Cost $163.36 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $1,791 Shares 5,711 Est. Cost $222.50 Unrealized +42.6%
IEMG ISHARES INC 0.1%
Value ($000) $1,778 Shares 33,209 Est. Cost $52.24 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $1,739 Shares 34,560 Est. Cost $50.29 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $1,734 Shares 69,092 Est. Cost $25.09 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1,730 Shares 6,504 Est. Cost $266.72 Unrealized
FUMB FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,712 Shares 85,336 Est. Cost $20.06 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $1,699 Shares 10,929 Est. Cost $134.15 Unrealized +1.0%
FMB FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,691 Shares 33,117 Est. Cost $51.65 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $1,687 Shares 34,750 Est. Cost $48.34 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,685 Shares 6,950 Est. Cost $241.29 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,679 Shares 26,385 Est. Cost $56.54 Unrealized +4.2%
V VISA INC 0.1%
Value ($000) $1,654 Shares 6,302 Est. Cost $265.19 Unrealized +2.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,650 Shares 27,690 Est. Cost $59.60 Unrealized
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $1,611 Shares 32,116 Est. Cost $50.07 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,573 Shares 7,950 Est. Cost $233.42 Unrealized -25.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,519 Shares 8,783 Est. Cost $160.54 Unrealized +3.3%
BX BLACKSTONE INC 0.1%
Value ($000) $1,509 Shares 12,191 Est. Cost $118.36 Unrealized -0.5%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,509 Shares 2,784 Est. Cost $483.34 Unrealized +6.3%
IVE ISHARES TR 0.1%
Value ($000) $1,501 Shares 8,248 Est. Cost $175.47 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,499 Shares 19,882 Est. Cost $89.70 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,494 Shares 37,576 Est. Cost $29.33 Unrealized +25.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $1,493 Shares 4,832 Est. Cost $267.63 Unrealized +13.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,470 Shares 35,657 Est. Cost $34.58 Unrealized +5.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,452 Shares 13,082 Est. Cost $96.35 Unrealized +9.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,444 Shares 10,921 Est. Cost $136.43 Unrealized -1.4%
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $1,407 Shares 114,590 Est. Cost $12.28 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,400 Shares 14,096 Est. Cost $96.13 Unrealized +9.8%
DE DEERE & CO 0.1%
Value ($000) $1,362 Shares 3,645 Est. Cost $366.65 Unrealized +3.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,342 Shares 11,323 Est. Cost $114.88 Unrealized +1.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,327 Shares 27,939 Est. Cost $46.36 Unrealized -2.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,322 Shares 14,499 Est. Cost $91.93 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,318 Shares 12,888 Est. Cost $102.77 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,315 Shares 12,973 Est. Cost $86.12 Unrealized +6.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,301 Shares 7,484 Est. Cost $138.07 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $1,268 Shares 17,611 Est. Cost $67.98 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,245 Shares 5,790 Est. Cost $196.36 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $1,190 Shares 75,010 Est. Cost $15.79 Unrealized
DBB INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $1,163 Shares 57,725 Est. Cost $20.14 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $1,144 Shares 54,895 Est. Cost $16.63 Unrealized +7.6%
EFV ISHARES TR 0.1%
Value ($000) $1,117 Shares 21,067 Est. Cost $53.72 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,110 Shares 15,679 Est. Cost $54.65 Unrealized +23.7%
T AT&T INC 0.1%
Value ($000) $1,098 Shares 57,462 Est. Cost $15.11 Unrealized +7.0%
PEP PEPSICO INC 0.1%
Value ($000) $1,082 Shares 6,562 Est. Cost $154.60 Unrealized +5.0%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,057 Shares 53,444 Est. Cost $19.95 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $1,048 Shares 22,328 Est. Cost $46.14 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,037 Shares 13,169 Est. Cost $79.71 Unrealized -2.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,025 Shares 971 Est. Cost $63.58 Unrealized +8.7%
ABT ABBOTT LABS 0.1%
Value ($000) $977 Shares 9,407 Est. Cost $102.31 Unrealized +0.6%
ESGU ISHARES TR 0.1%
Value ($000) $954 Shares 7,996 Est. Cost $119.32 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $935 Shares 5,879 Est. Cost $118.12 Unrealized +33.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $928 Shares 4,347 Est. Cost $177.93 Unrealized +3.3%
SCTXX SCHWAB CHARLES FAMILY FD 0.1%
Value ($000) $926 Shares 926,325 Est. Cost $1.00 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $919 Shares 3,968 Est. Cost $161.70 Unrealized +40.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $919 Shares 2,710 Est. Cost $157.47 Unrealized -5.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $900 Shares 4,627 Est. Cost $161.37 Unrealized +9.2%
C CITIGROUP INC 0.1%
Value ($000) $898 Shares 14,144 Est. Cost $52.67 Unrealized +11.5%
MRK MERCK & CO INC 0.1%
Value ($000) $880 Shares 7,111 Est. Cost $107.52 Unrealized +13.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $874 Shares 7,643 Est. Cost $110.42 Unrealized +4.5%
BP BP PLC 0.1%
Value ($000) $870 Shares 24,089 Est. Cost $35.44 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $864 Shares 9,947 Est. Cost $85.27 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $863 Shares 11,006 Est. Cost $68.02 Unrealized +12.3%
UNP UNION PAC CORP 0.1%
Value ($000) $848 Shares 3,747 Est. Cost $218.53 Unrealized +3.2%
AWI ARMSTRONG WORLD INDS INC NEW 0.1%
Value ($000) $830 Shares 7,331 Est. Cost $114.50 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $821 Shares 2,253 Est. Cost $335.84 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $818 Shares 5,978 Est. Cost $129.99 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $817 Shares 7,425 Est. Cost $94.62 Unrealized +4.3%
SPHY SPDR SER TR 0.1%
Value ($000) $810 Shares 34,867 Est. Cost $23.36 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $807 Shares 8,054 Est. Cost $86.88 Unrealized +8.5%
OKE ONEOK INC NEW 0.1%
Value ($000) $801 Shares 9,827 Est. Cost $68.12 Unrealized +8.5%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $795 Shares 15,926 Est. Cost $50.84 Unrealized -6.0%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $783 Shares 14,036 Est. Cost $41.52 Unrealized +15.6%
IHI ISHARES TR 0.1%
Value ($000) $771 Shares 13,754 Est. Cost $58.59 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $747 Shares 3,683 Est. Cost $210.31 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $736 Shares 4,895 Est. Cost $155.89 Unrealized
UNILEVER PLC 0.1%
Value ($000) $721 Shares 13,110 Est. Cost $50.90 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $717 Shares 6,718 Est. Cost $107.39 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $715 Shares 4,723 Est. Cost $130.61 Unrealized +6.4%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $706 Shares 2,500 Est. Cost $112.92 Unrealized +28.9%
O REALTY INCOME CORP 0.1%
Value ($000) $701 Shares 13,280 Est. Cost $47.04 Unrealized +3.4%
ADVENT CONV & INCOME FD 0.1%
Value ($000) $700 Shares 58,750 Est. Cost $11.92 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $697 Shares 2,954 Est. Cost $182.46 Unrealized +15.9%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $676 Shares 57,559 Est. Cost $11.74 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $675 Shares 4,783 Est. Cost $108.26 Unrealized +13.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $674 Shares 62,195 Est. Cost $10.84 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $672 Shares 18,313 Est. Cost $36.69 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $662 Shares 21,389 Est. Cost $35.77 Unrealized -9.1%
MINT PIMCO ETF TR 0.0%
Value ($000) $658 Shares 6,534 Est. Cost $99.79 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $654 Shares 9,159 Est. Cost $71.17 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $654 Shares 32,904 Est. Cost $16.37 Unrealized +8.3%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $651 Shares 12,221 Est. Cost $62.57 Unrealized
PTRB PGIM ETF TR 0.0%
Value ($000) $648 Shares 15,707 Est. Cost $41.24 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $639 Shares 4,666 Est. Cost $125.21 Unrealized +6.2%
RTX RTX CORPORATION 0.0%
Value ($000) $638 Shares 6,351 Est. Cost $87.21 Unrealized +14.8%
HYG ISHARES TR 0.0%
Value ($000) $637 Shares 8,260 Est. Cost $77.51 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $637 Shares 3,970 Est. Cost $162.86 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $633 Shares 2,182 Est. Cost $284.04 Unrealized 0.0%
EFA ISHARES TR 0.0%
Value ($000) $632 Shares 8,073 Est. Cost $77.28 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $625 Shares 1,901 Est. Cost $267.07 Unrealized +17.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $621 Shares 8,242 Est. Cost $62.59 Unrealized +14.3%
BLACKROCK MUNI INCOME TR II 0.0%
Value ($000) $616 Shares 56,982 Est. Cost $10.85 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $606 Shares 8,339 Est. Cost $74.22 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $603 Shares 5,656 Est. Cost $108.14 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $598 Shares 4,320 Est. Cost $137.19 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $594 Shares 11,670 Est. Cost $46.45 Unrealized +2.7%
QMOM EA SERIES TRUST 0.0%
Value ($000) $586 Shares 10,061 Est. Cost $58.26 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $574 Shares 1,536 Est. Cost $353.40 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $568 Shares 1,809 Est. Cost $266.68 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $562 Shares 1,873 Est. Cost $245.82 Unrealized +2.4%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $552 Shares 29,341 Est. Cost $18.25 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU 0.0%
Value ($000) $546 Shares 50,976 Est. Cost $10.60 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $546 Shares 2,725 Est. Cost $201.97 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $544 Shares 20,522 Est. Cost $26.47 Unrealized
ISHARES TR 0.0%
Value ($000) $541 Shares 20,770 Est. Cost $26.00 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $540 Shares 9,529 Est. Cost $52.06 Unrealized +5.6%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $540 Shares 15,392 Est. Cost $35.08 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $539 Shares 12,521 Est. Cost $44.61 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $532 Shares 20,998 Est. Cost $25.33 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $526 Shares 18,804 Est. Cost $25.37 Unrealized -2.4%
IWD ISHARES TR 0.0%
Value ($000) $526 Shares 3,016 Est. Cost $174.44 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $524 Shares 42,442 Est. Cost $12.35 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $520 Shares 5,359 Est. Cost $97.85 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $517 Shares 8,395 Est. Cost $61.64 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $517 Shares 8,250 Est. Cost $62.12 Unrealized 0.0%
XME SPDR SER TR 0.0%
Value ($000) $517 Shares 8,706 Est. Cost $60.28 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $508 Shares 70,036 Est. Cost $7.25 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.0%
Value ($000) $499 Shares 38,709 Est. Cost $12.88 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $498 Shares 2,201 Est. Cost $164.14 Unrealized +27.7%
GBF ISHARES TR 0.0%
Value ($000) $498 Shares 4,845 Est. Cost $104.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $498 Shares 10,924 Est. Cost $35.84 Unrealized +9.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $497 Shares 11,367 Est. Cost $41.62 Unrealized
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value ($000) $496 Shares 45,000 Est. Cost $11.03 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $494 Shares 1,582 Est. Cost $279.32 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $492 Shares 9,951 Est. Cost $50.04 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $488 Shares 123 Est. Cost $3510.62 Unrealized +4.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $481 Shares 7,624 Est. Cost $58.54 Unrealized +5.9%
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $473 Shares 12,171 Est. Cost $38.85 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $464 Shares 4,879 Est. Cost $95.07 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $461 Shares 800 Est. Cost $493.70 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $459 Shares 1,041 Est. Cost $452.49 Unrealized -0.2%
CB CHUBB LIMITED 0.0%
Value ($000) $459 Shares 1,797 Est. Cost $217.38 Unrealized +16.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $458 Shares 8,015 Est. Cost $46.19 Unrealized +19.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $456 Shares 1,167 Est. Cost $390.86 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $456 Shares 20,553 Est. Cost $21.49 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $455 Shares 4,249 Est. Cost $110.01 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $449 Shares 2,460 Est. Cost $182.53 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $438 Shares 8,000 Est. Cost $56.30 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $437 Shares 7,940 Est. Cost $56.40 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $436 Shares 7,454 Est. Cost $88.61 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC 0.0%
Value ($000) $434 Shares 40,000 Est. Cost $10.85 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $429 Shares 2,437 Est. Cost $147.24 Unrealized +11.1%
NFLX NETFLIX INC 0.0%
Value ($000) $428 Shares 634 Est. Cost $48.12 Unrealized +29.8%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $425 Shares 5,981 Est. Cost $52.53 Unrealized +18.0%
USB US BANCORP DEL 0.0%
Value ($000) $425 Shares 10,701 Est. Cost $34.06 Unrealized +10.9%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $424 Shares 4,841 Est. Cost $72.94 Unrealized +14.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $423 Shares 5,054 Est. Cost $87.75 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $421 Shares 1,632 Est. Cost $242.42 Unrealized 0.0%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $419 Shares 35,000 Est. Cost $11.97 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $419 Shares 5,378 Est. Cost $87.76 Unrealized -11.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $417 Shares 3,084 Est. Cost $147.69 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $416 Shares 5,849 Est. Cost $69.05 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $416 Shares 7,783 Est. Cost $55.13 Unrealized -6.8%
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $414 Shares 20,084 Est. Cost $21.21 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $413 Shares 12,805 Est. Cost $32.24 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $408 Shares 6,915 Est. Cost $58.52 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $403 Shares 6,779 Est. Cost $52.27 Unrealized +8.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $396 Shares 1,908 Est. Cost $145.04 Unrealized +32.9%
MMM 3M CO 0.0%
Value ($000) $396 Shares 3,872 Est. Cost $79.83 Unrealized +18.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $394 Shares 2,269 Est. Cost $143.82 Unrealized +24.9%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $391 Shares 3,763 Est. Cost $103.90 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $386 Shares 5,373 Est. Cost $60.54 Unrealized +10.9%
MET METLIFE INC 0.0%
Value ($000) $374 Shares 5,322 Est. Cost $59.64 Unrealized +14.3%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $371 Shares 29,810 Est. Cost $12.46 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $368 Shares 3,378 Est. Cost $117.18 Unrealized -9.4%
CHMG CHEMUNG FINL CORP 0.0%
Value ($000) $364 Shares 7,581 Est. Cost $40.84 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $360 Shares 3,711 Est. Cost $90.17 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $360 Shares 2,467 Est. Cost $145.73 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $359 Shares 4,873 Est. Cost $64.52 Unrealized +12.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $357 Shares 14,943 Est. Cost $23.91 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $356 Shares 21,969 Est. Cost $13.80 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $355 Shares 832 Est. Cost $339.47 Unrealized +23.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $355 Shares 799 Est. Cost $378.61 Unrealized +5.2%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $354 Shares 12,460 Est. Cost $28.38 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $349 Shares 1,059 Est. Cost $351.74 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $347 Shares 5,796 Est. Cost $43.67 Unrealized +27.6%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $347 Shares 13,241 Est. Cost $22.41 Unrealized +23.3%
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $345 Shares 6,870 Est. Cost $50.28 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $344 Shares 8,236 Est. Cost $41.96 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $344 Shares 5,383 Est. Cost $63.10 Unrealized -0.6%
IJS ISHARES TR 0.0%
Value ($000) $341 Shares 3,501 Est. Cost $102.94 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $338 Shares 5,100 Est. Cost $72.40 Unrealized +0.5%
CSX CSX CORP 0.0%
Value ($000) $336 Shares 10,054 Est. Cost $31.68 Unrealized +4.5%
AZO AUTOZONE INC 0.0%
Value ($000) $335 Shares 113 Est. Cost $2858.33 Unrealized +2.4%
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $335 Shares 11,814 Est. Cost $28.34 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $334 Shares 4,173 Est. Cost $82.54 Unrealized +4.5%
IXUS ISHARES TR 0.0%
Value ($000) $334 Shares 4,949 Est. Cost $67.80 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $334 Shares 1,121 Est. Cost $262.26 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $332 Shares 30,000 Est. Cost $11.05 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $331 Shares 10,013 Est. Cost $36.17 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $330 Shares 366 Est. Cost $919.11 Unrealized +0.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $325 Shares 1,072 Est. Cost $354.76 Unrealized -15.6%
EMXC ISHARES INC 0.0%
Value ($000) $325 Shares 5,485 Est. Cost $59.20 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $323 Shares 5,718 Est. Cost $56.43 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $322 Shares 9,296 Est. Cost $34.74 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $320 Shares 25,514 Est. Cost $9.81 Unrealized +13.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $318 Shares 681 Est. Cost $415.91 Unrealized +6.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $317 Shares 1,328 Est. Cost $236.61 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $317 Shares 930 Est. Cost $333.33 Unrealized 0.0%
LKQ LKQ CORP 0.0%
Value ($000) $316 Shares 7,606 Est. Cost $43.84 Unrealized -3.2%
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $311 Shares 22,000 Est. Cost $14.14 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $311 Shares 30,000 Est. Cost $10.35 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $310 Shares 3,221 Est. Cost $96.14 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $309 Shares 6,715 Est. Cost $46.09 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $309 Shares 6,347 Est. Cost $49.30 Unrealized
BLACKROCK MUN INCOME TR 0.0%
Value ($000) $306 Shares 30,000 Est. Cost $10.21 Unrealized
BLACKROCK MUNIHOLDINGS QUALI 0.0%
Value ($000) $306 Shares 30,000 Est. Cost $10.20 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $305 Shares 1,185 Est. Cost $280.08 Unrealized -5.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $303 Shares 916 Est. Cost $334.20 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $300 Shares 1,397 Est. Cost $200.67 Unrealized 0.0%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $299 Shares 12,569 Est. Cost $24.76 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $299 Shares 35,000 Est. Cost $8.53 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $298 Shares 3,803 Est. Cost $76.40 Unrealized +0.5%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $295 Shares 2,956 Est. Cost $102.35 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $294 Shares 1,488 Est. Cost $187.85 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $291 Shares 627 Est. Cost $457.10 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $290 Shares 5,532 Est. Cost $52.49 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $288 Shares 1,364 Est. Cost $233.46 Unrealized -2.7%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $288 Shares 923 Est. Cost $317.58 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $287 Shares 7,323 Est. Cost $40.07 Unrealized -7.4%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $285 Shares 1,210 Est. Cost $244.03 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $283 Shares 7,042 Est. Cost $40.66 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $280 Shares 1,771 Est. Cost $176.94 Unrealized -4.5%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $279 Shares 6,154 Est. Cost $45.40 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $276 Shares 3,693 Est. Cost $73.46 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $273 Shares 2,430 Est. Cost $102.38 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $273 Shares 1,277 Est. Cost $192.27 Unrealized +5.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $269 Shares 7,002 Est. Cost $40.06 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $268 Shares 7,542 Est. Cost $35.56 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $266 Shares 1,205 Est. Cost $221.97 Unrealized -0.3%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $265 Shares 12,937 Est. Cost $16.28 Unrealized +18.2%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $264 Shares 5,082 Est. Cost $52.01 Unrealized
CRH CRH PLC 0.0%
Value ($000) $264 Shares 3,516 Est. Cost $74.71 Unrealized +4.9%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $264 Shares 1,368 Est. Cost $204.30 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $263 Shares 3,408 Est. Cost $77.36 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $263 Shares 4,621 Est. Cost $55.02 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $263 Shares 2,781 Est. Cost $95.39 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $255 Shares 3,544 Est. Cost $73.04 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $255 Shares 3,287 Est. Cost $65.35 Unrealized +9.8%
IPAC ISHARES TR 0.0%
Value ($000) $255 Shares 4,164 Est. Cost $59.51 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $254 Shares 4,374 Est. Cost $58.03 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $252 Shares 2,435 Est. Cost $103.44 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $252 Shares 2,870 Est. Cost $76.58 Unrealized +7.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $251 Shares 5,002 Est. Cost $50.60 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $248 Shares 4,687 Est. Cost $46.03 Unrealized +8.1%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $248 Shares 1,220 Est. Cost $204.06 Unrealized
SAP SAP SE 0.0%
Value ($000) $248 Shares 1,227 Est. Cost $201.74 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $245 Shares 4,697 Est. Cost $52.20 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $244 Shares 5,491 Est. Cost $39.30 Unrealized +6.4%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $242 Shares 1,639 Est. Cost $142.61 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $241 Shares 3,621 Est. Cost $56.03 Unrealized +22.3%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $241 Shares 12,051 Est. Cost $20.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $241 Shares 1,322 Est. Cost $207.97 Unrealized -14.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $240 Shares 6,754 Est. Cost $32.36 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $239 Shares 4,507 Est. Cost $51.21 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $238 Shares 9,364 Est. Cost $25.42 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.0%
Value ($000) $236 Shares 30,000 Est. Cost $7.88 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $235 Shares 7,993 Est. Cost $29.45 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $234 Shares 9,293 Est. Cost $22.40 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $234 Shares 1,640 Est. Cost $128.40 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $234 Shares 1,691 Est. Cost $125.29 Unrealized 0.0%
KEX KIRBY CORP 0.0%
Value ($000) $233 Shares 1,945 Est. Cost $111.71 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $230 Shares 4,256 Est. Cost $54.08 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $230 Shares 1,053 Est. Cost $218.01 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $230 Shares 1,626 Est. Cost $139.62 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $229 Shares 2,586 Est. Cost $88.48 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $227 Shares 1,640 Est. Cost $131.38 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $226 Shares 1,316 Est. Cost $158.10 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $221 Shares 1,213 Est. Cost $182.44 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $218 Shares 1,732 Est. Cost $128.87 Unrealized -1.2%
JSI JANUS DETROIT STR TR 0.0%
Value ($000) $217 Shares 4,190 Est. Cost $51.76 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $215 Shares 4,180 Est. Cost $51.44 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $214 Shares 858 Est. Cost $250.27 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $214 Shares 2,797 Est. Cost $76.58 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $213 Shares 12,926 Est. Cost $17.23 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $212 Shares 7,344 Est. Cost $26.92 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $211 Shares 1,803 Est. Cost $106.75 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $211 Shares 5,684 Est. Cost $35.96 Unrealized
STNC HENNESSY FDS TR 0.0%
Value ($000) $209 Shares 7,118 Est. Cost $30.27 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $209 Shares 6,399 Est. Cost $32.69 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $208 Shares 2,719 Est. Cost $69.86 Unrealized +7.3%
INDA ISHARES TR 0.0%
Value ($000) $206 Shares 3,688 Est. Cost $55.78 Unrealized
BLACKROCK INC 0.0%
Value ($000) $203 Shares 258 Est. Cost $833.18 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $201 Shares 3,980 Est. Cost $50.47 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $188 Shares 16,376 Est. Cost $11.46 Unrealized
XMIOX PIONEER MUN HIGH INCOME OPPO 0.0%
Value ($000) $183 Shares 15,705 Est. Cost $11.65 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $176 Shares 12,282 Est. Cost $14.31 Unrealized
PIMCO MUN INCOME FD 0.0%
Value ($000) $165 Shares 18,000 Est. Cost $9.17 Unrealized
RIVERNORTH FLEXIBLE MUN INCO 0.0%
Value ($000) $162 Shares 10,000 Est. Cost $16.19 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $159 Shares 28,733 Est. Cost $4.14 Unrealized +1.3%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $159 Shares 19,188 Est. Cost $8.27 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $141 Shares 19,148 Est. Cost $9.95 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $140 Shares 23,593 Est. Cost $5.94 Unrealized
COHEN & STEERS TOTAL RETURN 0.0%
Value ($000) $133 Shares 11,533 Est. Cost $11.74 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $126 Shares 15,372 Est. Cost $9.07 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $123 Shares 38,065 Est. Cost $3.22 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $100 Shares 11,832 Est. Cost $8.45 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $84 Shares 12,372 Est. Cost $6.80 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $71 Shares 13,916 Est. Cost $4.98 Unrealized 0.0%
PHX MINERALS INC 0.0%
Value ($000) $68 Shares 21,000 Est. Cost $3.22 Unrealized
MONDQ MONDEE HOLDINGS INC 0.0%
Value ($000) $43 Shares 17,714 Est. Cost $2.76 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $41 Shares 14,377 Est. Cost $5.36 Unrealized
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $4.22 Unrealized 0.0%
UROY URANIUM RTY CORP 0.0%
Value ($000) $25 Shares 11,000 Est. Cost $2.80 Unrealized -11.3%
THERATECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 10,500 Est. Cost $1.66 Unrealized