United Advisor Group, LLC Diversified Active

CIK: 0002004873 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $442,524 (100.0% shares, 0.0% debt)

Holdings (342)

AAPL APPLE INC COM 3.6%
Value ($000) $15,754 Shares 67,613 Est. Cost $190.69 Unrealized +16.4%
NVDA NVIDIA CORPORATION COM 3.4%
Value ($000) $14,970 Shares 123,273 Est. Cost $100.86 Unrealized +17.1%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $11,373 Shares 61,038 Est. Cost $164.43 Unrealized +11.0%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 2.5%
Value ($000) $11,145 Shares 133,936 Est. Cost $77.72 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $10,706 Shares 24,879 Est. Cost $372.70 Unrealized +13.5%
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.1%
Value ($000) $9,270 Shares 233,268 Est. Cost $37.03 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.9%
Value ($000) $8,412 Shares 61,702 Est. Cost $133.83 Unrealized -9.9%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1.8%
Value ($000) $7,939 Shares 134,080 Est. Cost $56.27 Unrealized
TDVG T ROWE PRICE DIVIDEND GROWTH ETF 1.7%
Value ($000) $7,424 Shares 181,239 Est. Cost $38.41 Unrealized
DLN WISDOMTREE US LARGECAP DIVIDEND FUND 1.6%
Value ($000) $7,247 Shares 92,242 Est. Cost $73.20 Unrealized
STRV STRIVE 500 ETF 1.5%
Value ($000) $6,839 Shares 185,659 Est. Cost $34.39 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEND FUND 1.4%
Value ($000) $6,350 Shares 124,187 Est. Cost $48.71 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $5,998 Shares 51,171 Est. Cost $106.48 Unrealized +3.3%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $5,790 Shares 34,908 Est. Cost $157.39 Unrealized +5.9%
OSCV OPUS SMALL CAP VALUE ETF 1.3%
Value ($000) $5,642 Shares 150,652 Est. Cost $35.74 Unrealized
JPST JPMORGAN ULTRASHORT INCOME ETF 1.3%
Value ($000) $5,573 Shares 109,840 Est. Cost $50.48 Unrealized
META META PLATFORMS INC CL A 1.2%
Value ($000) $5,193 Shares 9,071 Est. Cost $483.74 Unrealized +5.9%
FSK FS KKR CAP CORP COM 1.2%
Value ($000) $5,134 Shares 260,195 Est. Cost $14.43 Unrealized +11.0%
DRSK APTUS DEFINED RISK ETF 1.1%
Value ($000) $5,046 Shares 178,307 Est. Cost $27.11 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 1.1%
Value ($000) $4,738 Shares 310,099 Est. Cost $14.27 Unrealized
SCHX SCHWAB US LARGE CAP ETF 1.0%
Value ($000) $4,335 Shares 63,884 Est. Cost $84.47 Unrealized
JPM JPMORGAN CHASE CO COM 0.9%
Value ($000) $3,880 Shares 18,399 Est. Cost $181.74 Unrealized +12.8%
DUFF PHELPS UTLITY AND INFST COM 0.9%
Value ($000) $3,860 Shares 328,802 Est. Cost $9.57 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.9%
Value ($000) $3,765 Shares 101,208 Est. Cost $22.80 Unrealized +34.6%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.8%
Value ($000) $3,716 Shares 116,934 Est. Cost $30.23 Unrealized
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $3,647 Shares 21,057 Est. Cost $149.49 Unrealized +9.9%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.8%
Value ($000) $3,616 Shares 70,181 Est. Cost $49.46 Unrealized
JUCY APTUS ENHANCED YIELD ETF 0.8%
Value ($000) $3,430 Shares 147,793 Est. Cost $23.48 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.8%
Value ($000) $3,386 Shares 70,184 Est. Cost $46.95 Unrealized
SPYG SPDR PORTFOLIO SP 500 GROWTH ETF 0.8%
Value ($000) $3,373 Shares 40,669 Est. Cost $76.02 Unrealized
REGL PROSHARES SP MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.7%
Value ($000) $3,303 Shares 40,385 Est. Cost $78.46 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW 0.7%
Value ($000) $3,257 Shares 243,231 Est. Cost $11.38 Unrealized +4.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $3,215 Shares 17,931 Est. Cost $163.13 Unrealized
SHOP SHOPIFY INC CL A 0.7%
Value ($000) $3,213 Shares 40,095 Est. Cost $69.07 Unrealized 0.0%
VOO VANGUARD SP 500 ETF 0.7%
Value ($000) $3,094 Shares 5,864 Est. Cost $492.11 Unrealized
TSLA TESLA INC COM 0.6%
Value ($000) $2,871 Shares 10,974 Est. Cost $203.97 Unrealized +11.8%
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.6%
Value ($000) $2,869 Shares 103,022 Est. Cost $27.14 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.6%
Value ($000) $2,856 Shares 41,232 Est. Cost $64.77 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $2,850 Shares 17,370 Est. Cost $154.47 Unrealized -1.6%
GBDC GOLUB CAP BDC INC COM 0.6%
Value ($000) $2,781 Shares 184,076 Est. Cost $12.65 Unrealized +1.9%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.6%
Value ($000) $2,692 Shares 58,908 Est. Cost $45.86 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.6%
Value ($000) $2,670 Shares 13,292 Est. Cost $189.86 Unrealized
STWD STARWOOD PPTY TR INC COM 0.6%
Value ($000) $2,589 Shares 127,024 Est. Cost $20.15 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 0.6%
Value ($000) $2,564 Shares 117,668 Est. Cost $20.92 Unrealized
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.6%
Value ($000) $2,536 Shares 155,464 Est. Cost $19.72 Unrealized -13.1%
WMT WALMART INC COM 0.6%
Value ($000) $2,518 Shares 31,184 Est. Cost $57.74 Unrealized +25.5%
FPE FIRST TRUST PREFERRED SECURITIES INCOME ETF 0.6%
Value ($000) $2,509 Shares 138,615 Est. Cost $17.47 Unrealized
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $2,496 Shares 6,500 Est. Cost $326.73 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.6%
Value ($000) $2,465 Shares 24,340 Est. Cost $98.56 Unrealized
IVV ISHARES CORE SP 500 ETF 0.6%
Value ($000) $2,458 Shares 4,262 Est. Cost $555.64 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $2,350 Shares 4,815 Est. Cost $452.51 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.5%
Value ($000) $2,332 Shares 43,435 Est. Cost $51.38 Unrealized
VTV VANGUARD VALUE ETF 0.5%
Value ($000) $2,239 Shares 12,828 Est. Cost $153.18 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $2,187 Shares 41,416 Est. Cost $48.35 Unrealized
ARCC ARES CAPITAL CORP COM 0.5%
Value ($000) $2,127 Shares 101,591 Est. Cost $17.15 Unrealized +6.3%
SPY SPDR SP 500 ETF TRUST 0.5%
Value ($000) $2,126 Shares 3,705 Est. Cost $530.65 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $2,101 Shares 46,792 Est. Cost $35.84 Unrealized +7.1%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.5%
Value ($000) $2,055 Shares 59,394 Est. Cost $33.92 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.5%
Value ($000) $2,053 Shares 6,376 Est. Cost $321.95 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.4%
Value ($000) $1,937 Shares 66,555 Est. Cost $29.17 Unrealized
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,881 Shares 2,122 Est. Cost $753.70 Unrealized +14.4%
GSBD GOLDMAN SACHS BDC INC SHS 0.4%
Value ($000) $1,822 Shares 132,377 Est. Cost $15.11 Unrealized -3.8%
CBSH COMMERCE BANCSHARES INC COM 0.4%
Value ($000) $1,817 Shares 30,585 Est. Cost $41.46 Unrealized +30.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,747 Shares 7,739 Est. Cost $220.47 Unrealized
XYZ BLOCK INC CL A 0.4%
Value ($000) $1,739 Shares 25,899 Est. Cost $64.60 Unrealized 0.0%
IVE ISHARES SP 500 VALUE ETF 0.4%
Value ($000) $1,713 Shares 8,686 Est. Cost $184.75 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $1,647 Shares 16,794 Est. Cost $97.13 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $1,627 Shares 27,343 Est. Cost $58.06 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 0.4%
Value ($000) $1,625 Shares 64,664 Est. Cost $24.69 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $1,546 Shares 55,696 Est. Cost $26.32 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,546 Shares 5,621 Est. Cost $270.52 Unrealized -1.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.3%
Value ($000) $1,534 Shares 11,961 Est. Cost $128.28 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.3%
Value ($000) $1,519 Shares 29,625 Est. Cost $51.06 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF 0.3%
Value ($000) $1,475 Shares 19,037 Est. Cost $72.92 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $1,451 Shares 17,169 Est. Cost $79.41 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,412 Shares 4,985 Est. Cost $257.41 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,407 Shares 27,560 Est. Cost $37.17 Unrealized +22.5%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $1,400 Shares 22,916 Est. Cost $59.28 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,386 Shares 11,413 Est. Cost $88.93 Unrealized +23.5%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $1,378 Shares 5,429 Est. Cost $161.85 Unrealized +32.3%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.3%
Value ($000) $1,348 Shares 162,561 Est. Cost $11.05 Unrealized -13.0%
DES WISDOMTREE US SMALLCAP DIVIDEND FUND 0.3%
Value ($000) $1,345 Shares 39,001 Est. Cost $32.52 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.3%
Value ($000) $1,342 Shares 57,320 Est. Cost $21.08 Unrealized 0.0%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.3%
Value ($000) $1,340 Shares 29,626 Est. Cost $43.69 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.3%
Value ($000) $1,310 Shares 13,515 Est. Cost $90.48 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $1,305 Shares 6,500 Est. Cost $192.08 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $1,296 Shares 44,783 Est. Cost $26.26 Unrealized +1.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $1,294 Shares 5,852 Est. Cost $164.74 Unrealized +14.7%
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.3%
Value ($000) $1,278 Shares 76,958 Est. Cost $12.14 Unrealized +12.8%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $1,228 Shares 33,748 Est. Cost $36.38 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,188 Shares 2,933 Est. Cost $305.39 Unrealized +15.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,187 Shares 2,416 Est. Cost $380.92 Unrealized +22.2%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.3%
Value ($000) $1,179 Shares 58,756 Est. Cost $19.66 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,149 Shares 1,966 Est. Cost $501.95 Unrealized +9.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $1,114 Shares 14,268 Est. Cost $75.72 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $1,107 Shares 21,394 Est. Cost $44.79 Unrealized -2.5%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $1,090 Shares 13,475 Est. Cost $80.39 Unrealized 0.0%
TGT TARGET CORP COM 0.2%
Value ($000) $1,081 Shares 6,935 Est. Cost $142.39 Unrealized -1.0%
ROKU ROKU INC COM CL A 0.2%
Value ($000) $1,068 Shares 14,300 Est. Cost $64.08 Unrealized 0.0%
ADBE ADOBE INC COM 0.2%
Value ($000) $1,060 Shares 2,047 Est. Cost $536.99 Unrealized +2.1%
ARKK ARK INNOVATION ETF 0.2%
Value ($000) $1,059 Shares 22,274 Est. Cost $49.93 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,014 Shares 10,398 Est. Cost $85.16 Unrealized -2.7%
GAIN GLADSTONE INVT CORP COM 0.2%
Value ($000) $1,013 Shares 70,079 Est. Cost $10.83 Unrealized +2.6%
JMST JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF 0.2%
Value ($000) $1,011 Shares 19,846 Est. Cost $50.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,002 Shares 2,176 Est. Cost $401.36 Unrealized +10.2%
TWLO TWILIO INC CL A 0.2%
Value ($000) $998 Shares 15,298 Est. Cost $59.84 Unrealized 0.0%
XCEM COLUMBIA EM CORE EXCHINA ETF 0.2%
Value ($000) $984 Shares 30,129 Est. Cost $31.39 Unrealized
DYNF ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF 0.2%
Value ($000) $964 Shares 19,495 Est. Cost $45.12 Unrealized
FDX FEDEX CORP COM 0.2%
Value ($000) $939 Shares 3,431 Est. Cost $239.79 Unrealized +17.3%
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 0.2%
Value ($000) $931 Shares 20,159 Est. Cost $43.05 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $913 Shares 17,370 Est. Cost $52.58 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $902 Shares 6,128 Est. Cost $141.95 Unrealized -1.4%
JNJ JOHNSON JOHNSON COM 0.2%
Value ($000) $902 Shares 5,563 Est. Cost $144.41 Unrealized +5.7%
LOW LOWES COS INC COM 0.2%
Value ($000) $898 Shares 3,317 Est. Cost $207.45 Unrealized +13.8%
MRK MERCK CO INC COM 0.2%
Value ($000) $888 Shares 7,816 Est. Cost $114.72 Unrealized -1.5%
MMM 3M CO COM 0.2%
Value ($000) $882 Shares 6,453 Est. Cost $81.85 Unrealized +45.6%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $874 Shares 4,471 Est. Cost $183.14 Unrealized -1.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $865 Shares 4,382 Est. Cost $167.34 Unrealized +6.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $858 Shares 17,922 Est. Cost $41.51 Unrealized
SPYM SPDR PORTFOLIO SP 500 ETF 0.2%
Value ($000) $850 Shares 12,595 Est. Cost $65.57 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $846 Shares 2,778 Est. Cost $265.62 Unrealized +0.4%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.2%
Value ($000) $839 Shares 7,162 Est. Cost $113.38 Unrealized
AVGO BROADCOM INC COM 0.2%
Value ($000) $826 Shares 4,790 Est. Cost $156.84 Unrealized +0.7%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $821 Shares 4,908 Est. Cost $159.79 Unrealized +5.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $810 Shares 10,385 Est. Cost $66.73 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $787 Shares 13,710 Est. Cost $56.18 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $781 Shares 19,681 Est. Cost $35.72 Unrealized +8.5%
T ATT INC COM 0.2%
Value ($000) $778 Shares 35,374 Est. Cost $16.20 Unrealized +15.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $777 Shares 5,045 Est. Cost $154.03 Unrealized
NBOS NEUBERGER BERMAN OPTION STRATEGY ETF 0.2%
Value ($000) $775 Shares 29,420 Est. Cost $26.35 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $761 Shares 1,302 Est. Cost $420.17 Unrealized +22.9%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $753 Shares 7,264 Est. Cost $103.98 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $722 Shares 3,104 Est. Cost $182.55 Unrealized +15.5%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.2%
Value ($000) $722 Shares 10,188 Est. Cost $68.33 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $721 Shares 15,844 Est. Cost $42.23 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.2%
Value ($000) $719 Shares 30,674 Est. Cost $23.45 Unrealized
SGOV ISHARES 03 MONTH TREASURY BOND ETF 0.2%
Value ($000) $709 Shares 7,039 Est. Cost $100.72 Unrealized
MBB ISHARES MBS ETF 0.2%
Value ($000) $701 Shares 7,315 Est. Cost $95.81 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $694 Shares 1,402 Est. Cost $392.45 Unrealized +21.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $694 Shares 3,423 Est. Cost $199.48 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $693 Shares 9,649 Est. Cost $59.37 Unrealized +10.6%
VFMO VANGUARD US MOMENTUM FACTOR ETF 0.2%
Value ($000) $678 Shares 4,212 Est. Cost $153.56 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $674 Shares 4,400 Est. Cost $118.28 Unrealized +13.0%
VTEB VANGUARD TAX EXEMPT BOND ETF 0.2%
Value ($000) $671 Shares 13,128 Est. Cost $51.08 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $668 Shares 13,282 Est. Cost $49.29 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $652 Shares 8,683 Est. Cost $72.63 Unrealized
VOE VANGUARD MIDCAP VALUE ETF 0.1%
Value ($000) $650 Shares 3,874 Est. Cost $167.67 Unrealized
IJH ISHARES CORE SP MIDCAP ETF 0.1%
Value ($000) $647 Shares 10,381 Est. Cost $60.88 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $645 Shares 7,066 Est. Cost $91.31 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $635 Shares 4,994 Est. Cost $116.95 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $635 Shares 4,666 Est. Cost $96.11 Unrealized +30.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $631 Shares 5,949 Est. Cost $106.12 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $610 Shares 3,578 Est. Cost $143.05 Unrealized 0.0%
STERLING CAPITAL FOCUS EQUITY ETF 0.1%
Value ($000) $602 Shares 20,900 Est. Cost $28.81 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $601 Shares 46,303 Est. Cost $12.69 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $595 Shares 839 Est. Cost $60.10 Unrealized +11.3%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $595 Shares 8,275 Est. Cost $63.85 Unrealized 0.0%
IVOL QUADRATIC INTEREST RATE VOLATILITY INFLATION HEDGE ETF 0.1%
Value ($000) $594 Shares 30,862 Est. Cost $19.25 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.1%
Value ($000) $592 Shares 8,180 Est. Cost $70.75 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $586 Shares 6,513 Est. Cost $80.21 Unrealized +0.8%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $577 Shares 549 Est. Cost $1012.37 Unrealized +9.3%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value ($000) $576 Shares 13,978 Est. Cost $39.88 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $576 Shares 31,903 Est. Cost $17.74 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $575 Shares 9,955 Est. Cost $49.00 Unrealized +4.4%
BIL SPDR BLOOMBERG 1 3 MONTH TBILL ETF 0.1%
Value ($000) $564 Shares 6,145 Est. Cost $91.79 Unrealized
KLAC KLA CORP COM NEW 0.1%
Value ($000) $562 Shares 726 Est. Cost $775.08 Unrealized 0.0%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $561 Shares 12,007 Est. Cost $44.93 Unrealized
BOXX ALPHA ARCHITECT 13 MONTH BOX ETF 0.1%
Value ($000) $555 Shares 5,094 Est. Cost $107.86 Unrealized
DDLS WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL SMALLCAP EQUITY FUND 0.1%
Value ($000) $555 Shares 15,172 Est. Cost $34.67 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $553 Shares 5,514 Est. Cost $89.95 Unrealized 0.0%
VMBS VANGUARD MORTGAGE BACKED SECURITIES ETF 0.1%
Value ($000) $550 Shares 11,644 Est. Cost $46.24 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.1%
Value ($000) $545 Shares 3,810 Est. Cost $143.01 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $545 Shares 9,450 Est. Cost $61.54 Unrealized -10.1%
VBK VANGUARD SMALLCAP GROWTH ETF 0.1%
Value ($000) $542 Shares 2,027 Est. Cost $263.05 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $540 Shares 1,023 Est. Cost $445.38 Unrealized +7.3%
RTX RTX CORPORATION COM 0.1%
Value ($000) $539 Shares 4,452 Est. Cost $101.22 Unrealized +9.7%
HTRB HARTFORD TOTAL RETURN BOND ETF 0.1%
Value ($000) $537 Shares 15,368 Est. Cost $34.25 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $535 Shares 912 Est. Cost $577.96 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $533 Shares 5,113 Est. Cost $95.97 Unrealized
TBUX T ROWE PRICE ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $532 Shares 10,691 Est. Cost $49.46 Unrealized
LLY ELI LILLY CO COM 0.1%
Value ($000) $532 Shares 600 Est. Cost $890.31 Unrealized 0.0%
PINS PINTEREST INC CL A 0.1%
Value ($000) $529 Shares 16,329 Est. Cost $35.58 Unrealized -4.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $528 Shares 9,926 Est. Cost $46.78 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $525 Shares 3,105 Est. Cost $117.23 Unrealized +25.9%
BKAG BNY MELLON CORE BOND ETF 0.1%
Value ($000) $521 Shares 12,074 Est. Cost $41.63 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $518 Shares 2,410 Est. Cost $194.45 Unrealized +5.1%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $508 Shares 6,460 Est. Cost $77.18 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $505 Shares 2,501 Est. Cost $173.81 Unrealized +16.4%
MARA MARA HOLDINGS INC COM 0.1%
Value ($000) $503 Shares 31,000 Est. Cost $18.12 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $502 Shares 5,215 Est. Cost $98.51 Unrealized -8.1%
RWL INVESCO SP 500 REVENUE ETF 0.1%
Value ($000) $501 Shares 5,107 Est. Cost $93.42 Unrealized
ARISTA NETWORKS INC COM 0.1%
Value ($000) $501 Shares 1,304 Est. Cost $383.82 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $490 Shares 4,511 Est. Cost $108.48 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $488 Shares 9,133 Est. Cost $33.28 Unrealized +45.5%
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND 0.1%
Value ($000) $484 Shares 10,831 Est. Cost $43.40 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $480 Shares 862 Est. Cost $535.57 Unrealized +1.7%
QJUN FT VEST NASDAQ 100 BUFFER ETF JUNE 0.1%
Value ($000) $479 Shares 17,745 Est. Cost $27.01 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $478 Shares 21,624 Est. Cost $18.10 Unrealized +9.7%
IJR ISHARES CORE SP SMALL CAP ETF 0.1%
Value ($000) $470 Shares 4,022 Est. Cost $111.57 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $469 Shares 1,715 Est. Cost $259.39 Unrealized -2.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $468 Shares 7,205 Est. Cost $64.96 Unrealized
DNL WISDOMTREE GLOBAL EXUS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $465 Shares 11,793 Est. Cost $39.01 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $460 Shares 2,667 Est. Cost $176.44 Unrealized +4.9%
SUN SUNOCO LP SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $460 Shares 8,564 Est. Cost $60.29 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $456 Shares 10,057 Est. Cost $45.32 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $452 Shares 2,631 Est. Cost $155.19 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $452 Shares 7,637 Est. Cost $56.43 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $446 Shares 2,625 Est. Cost $162.44 Unrealized +0.3%
VB VANGUARD SMALLCAP ETF 0.1%
Value ($000) $444 Shares 1,873 Est. Cost $218.94 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $440 Shares 4,865 Est. Cost $90.40 Unrealized
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $438 Shares 4,650 Est. Cost $94.28 Unrealized
FJUN FT VEST US EQUITY BUFFER ETF JUNE 0.1%
Value ($000) $438 Shares 8,665 Est. Cost $50.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $434 Shares 701 Est. Cost $576.66 Unrealized +2.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $422 Shares 854 Est. Cost $455.73 Unrealized +1.3%
BBY BEST BUY INC COM 0.1%
Value ($000) $422 Shares 4,082 Est. Cost $73.19 Unrealized +14.6%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $420 Shares 14,326 Est. Cost $23.88 Unrealized +8.2%
XLG INVESCO SP 500 TOP 50 ETF 0.1%
Value ($000) $416 Shares 8,747 Est. Cost $43.68 Unrealized
TOTR T ROWE PRICE TOTAL RETURN ETF 0.1%
Value ($000) $415 Shares 9,984 Est. Cost $40.21 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $415 Shares 3,235 Est. Cost $121.75 Unrealized
QTEC FIRST TRUST NASDAQ 100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $413 Shares 2,157 Est. Cost $195.31 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $411 Shares 28,200 Est. Cost $12.02 Unrealized +5.6%
SEIM SEI ENHANCED US LARGE CAP MOMENTUM FACTOR ETF 0.1%
Value ($000) $402 Shares 11,141 Est. Cost $32.14 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $400 Shares 9,841 Est. Cost $32.95 Unrealized +7.8%
VOT VANGUARD MIDCAP GROWTH ETF 0.1%
Value ($000) $397 Shares 1,632 Est. Cost $243.47 Unrealized
DOUBLELINE OPPORTUNISTIC CR FD COM 0.1%
Value ($000) $393 Shares 24,857 Est. Cost $15.42 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $393 Shares 2,309 Est. Cost $171.16 Unrealized 0.0%
CPRT COPART INC COM 0.1%
Value ($000) $392 Shares 7,475 Est. Cost $52.53 Unrealized -1.1%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $391 Shares 28,930 Est. Cost $16.72 Unrealized
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $388 Shares 645 Est. Cost $568.00 Unrealized -0.8%
SEIV SEI ENHANCED US LARGE CAP VALUE FACTOR ETF 0.1%
Value ($000) $387 Shares 11,745 Est. Cost $30.97 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $385 Shares 4,242 Est. Cost $85.04 Unrealized
MAIN MAIN STR CAP CORP COM 0.1%
Value ($000) $384 Shares 7,653 Est. Cost $45.19 Unrealized +10.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $383 Shares 1,855 Est. Cost $188.34 Unrealized 0.0%
IVW ISHARES SP 500 GROWTH ETF 0.1%
Value ($000) $383 Shares 3,996 Est. Cost $79.76 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $382 Shares 1,856 Est. Cost $176.11 Unrealized +8.4%
VOOG VANGUARD SP 500 GROWTH ETF 0.1%
Value ($000) $382 Shares 1,105 Est. Cost $320.94 Unrealized
RSJN FT VEST US EQUITY EQUAL WEIGHT BUFFER ETF JUNE 0.1%
Value ($000) $381 Shares 11,842 Est. Cost $32.21 Unrealized
TMUS TMOBILE US INC COM 0.1%
Value ($000) $381 Shares 1,847 Est. Cost $165.89 Unrealized +13.0%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $380 Shares 7,375 Est. Cost $47.54 Unrealized
SDY SPDR SP DIVIDEND ETF 0.1%
Value ($000) $374 Shares 2,631 Est. Cost $129.46 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $371 Shares 949 Est. Cost $338.69 Unrealized +0.0%
BA BOEING CO COM 0.1%
Value ($000) $369 Shares 2,427 Est. Cost $171.47 Unrealized 0.0%
AES AES CORP COM 0.1%
Value ($000) $368 Shares 18,362 Est. Cost $16.44 Unrealized 0.0%
INTC INTEL CORP COM 0.1%
Value ($000) $367 Shares 15,647 Est. Cost $24.89 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $367 Shares 1,831 Est. Cost $200.37 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EXSTATEOWNED ENTERPRISES FUND 0.1%
Value ($000) $365 Shares 11,054 Est. Cost $30.63 Unrealized
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $362 Shares 2,023 Est. Cost $165.45 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $359 Shares 10,461 Est. Cost $34.28 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $358 Shares 311 Est. Cost $71.17 Unrealized +3.2%
SDGR SCHRODINGER INC COM 0.1%
Value ($000) $355 Shares 19,135 Est. Cost $27.27 Unrealized -24.7%
BOND PIMCO ACTIVE BOND EXCHANGETRADED FUND 0.1%
Value ($000) $351 Shares 3,711 Est. Cost $92.03 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $351 Shares 9,588 Est. Cost $30.54 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $350 Shares 10,055 Est. Cost $34.79 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $348 Shares 9,548 Est. Cost $33.84 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US INDEX FUND 0.1%
Value ($000) $347 Shares 5,504 Est. Cost $63.00 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $347 Shares 4,469 Est. Cost $68.31 Unrealized 0.0%
TECB ISHARES US TECH BREAKTHROUGH MULTISECTOR ETF 0.1%
Value ($000) $346 Shares 6,752 Est. Cost $50.54 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.1%
Value ($000) $343 Shares 6,954 Est. Cost $47.77 Unrealized
WINN HARBOR LONGTERM GROWERS ETF 0.1%
Value ($000) $343 Shares 13,383 Est. Cost $25.34 Unrealized
KGS KODIAK GAS SVCS INC COM 0.1%
Value ($000) $341 Shares 11,762 Est. Cost $27.50 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $335 Shares 5,346 Est. Cost $62.69 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $331 Shares 4,119 Est. Cost $75.82 Unrealized
CPNG COUPANG INC CL A 0.1%
Value ($000) $327 Shares 13,304 Est. Cost $21.80 Unrealized +2.0%
PIMCO DYNAMIC INCOME FD SHS 0.1%
Value ($000) $323 Shares 15,934 Est. Cost $18.98 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $322 Shares 1,626 Est. Cost $198.06 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $320 Shares 7,474 Est. Cost $39.58 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $319 Shares 7,446 Est. Cost $26.01 Unrealized +48.3%
REFI CHICAGO ATLANTIC REAL ESTATE F COM 0.1%
Value ($000) $319 Shares 20,550 Est. Cost $15.51 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $317 Shares 4,214 Est. Cost $71.63 Unrealized -1.7%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value ($000) $317 Shares 3,943 Est. Cost $76.57 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $315 Shares 3,492 Est. Cost $73.75 Unrealized +10.7%
CION CION INVT CORP COM 0.1%
Value ($000) $315 Shares 26,459 Est. Cost $8.24 Unrealized +17.5%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $313 Shares 1,338 Est. Cost $215.32 Unrealized 0.0%
GME GAMESTOP CORP NEW CL A 0.1%
Value ($000) $309 Shares 13,490 Est. Cost $22.87 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $308 Shares 5,036 Est. Cost $53.16 Unrealized +11.0%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $307 Shares 3,829 Est. Cost $80.29 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.1%
Value ($000) $305 Shares 3,895 Est. Cost $78.39 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $305 Shares 2,259 Est. Cost $135.07 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $305 Shares 3,773 Est. Cost $80.78 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $304 Shares 1,611 Est. Cost $167.93 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $303 Shares 328 Est. Cost $853.35 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $302 Shares 2,651 Est. Cost $107.07 Unrealized 0.0%
KR KROGER CO COM 0.1%
Value ($000) $300 Shares 5,244 Est. Cost $52.03 Unrealized +0.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $294 Shares 2,550 Est. Cost $105.91 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $289 Shares 18,006 Est. Cost $15.74 Unrealized
HDMV FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTL ETF 0.1%
Value ($000) $289 Shares 9,159 Est. Cost $29.27 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.1%
Value ($000) $284 Shares 2,025 Est. Cost $140.44 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $284 Shares 2,598 Est. Cost $107.38 Unrealized -2.1%
VO VANGUARD MIDCAP ETF 0.1%
Value ($000) $281 Shares 1,065 Est. Cost $263.83 Unrealized
ILMN ILLUMINA INC COM 0.1%
Value ($000) $279 Shares 2,136 Est. Cost $134.04 Unrealized -8.0%
HUSV FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF 0.1%
Value ($000) $276 Shares 7,214 Est. Cost $35.78 Unrealized
JPMB JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF 0.1%
Value ($000) $275 Shares 6,775 Est. Cost $38.67 Unrealized
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.1%
Value ($000) $268 Shares 5,666 Est. Cost $43.63 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $258 Shares 2,454 Est. Cost $112.80 Unrealized -6.8%
CGBD CARLYLE SECURED LENDING INC COM 0.1%
Value ($000) $256 Shares 15,105 Est. Cost $14.29 Unrealized +1.8%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $255 Shares 6,514 Est. Cost $37.09 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $250 Shares 1,653 Est. Cost $146.90 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $249 Shares 1,198 Est. Cost $203.14 Unrealized +0.6%
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value ($000) $244 Shares 4,604 Est. Cost $52.25 Unrealized
SPSM SPDR PORTFOLIO SP 600 SMALL CAP ETF 0.1%
Value ($000) $243 Shares 5,337 Est. Cost $41.53 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $242 Shares 3,969 Est. Cost $60.93 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $241 Shares 2,899 Est. Cost $83.00 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $240 Shares 2,121 Est. Cost $112.98 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $239 Shares 792 Est. Cost $286.51 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $238 Shares 3,841 Est. Cost $56.46 Unrealized -0.7%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $237 Shares 2,179 Est. Cost $102.23 Unrealized -0.0%
CLSK CLEANSPARK INC COM NEW 0.1%
Value ($000) $235 Shares 25,180 Est. Cost $12.70 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $235 Shares 2,780 Est. Cost $74.86 Unrealized 0.0%
PTBD PACER TRENDPILOT US BOND ETF 0.1%
Value ($000) $234 Shares 11,325 Est. Cost $20.10 Unrealized
DE DEERE CO COM 0.1%
Value ($000) $232 Shares 555 Est. Cost $369.25 Unrealized 0.0%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $231 Shares 6,130 Est. Cost $37.65 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $230 Shares 827 Est. Cost $262.43 Unrealized 0.0%
SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.1%
Value ($000) $230 Shares 3,548 Est. Cost $59.68 Unrealized
VICI VICI PPTYS INC COM 0.1%
Value ($000) $225 Shares 6,767 Est. Cost $29.15 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $224 Shares 2,719 Est. Cost $82.80 Unrealized
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $223 Shares 98,682 Est. Cost $2.24 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $222 Shares 5,310 Est. Cost $37.75 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $220 Shares 3,970 Est. Cost $56.75 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $220 Shares 1,871 Est. Cost $117.59 Unrealized
IUSV ISHARES CORE SP US VALUE ETF 0.0%
Value ($000) $218 Shares 2,284 Est. Cost $95.49 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $218 Shares 2,326 Est. Cost $93.58 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $216 Shares 6,146 Est. Cost $31.82 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $214 Shares 1,915 Est. Cost $98.75 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $212 Shares 1,700 Est. Cost $110.88 Unrealized +2.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND 0.0%
Value ($000) $211 Shares 2,098 Est. Cost $100.68 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $211 Shares 416 Est. Cost $536.59 Unrealized 0.0%
SMAY FT VEST US SMALL CAP MODERATE BUFFER ETF MAY 0.0%
Value ($000) $210 Shares 8,535 Est. Cost $24.58 Unrealized
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $208 Shares 750 Est. Cost $247.55 Unrealized 0.0%
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $208 Shares 2,765 Est. Cost $75.17 Unrealized
IUSG ISHARES CORE SP US GROWTH ETF 0.0%
Value ($000) $206 Shares 1,565 Est. Cost $127.48 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $206 Shares 3,282 Est. Cost $55.20 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $205 Shares 2,621 Est. Cost $78.37 Unrealized
SPGI SP GLOBAL INC COM 0.0%
Value ($000) $205 Shares 396 Est. Cost $489.86 Unrealized 0.0%
IEI ISHARES 3 7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $203 Shares 1,697 Est. Cost $119.61 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $202 Shares 918 Est. Cost $220.05 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $202 Shares 434 Est. Cost $480.37 Unrealized 0.0%
BARK BARK INC COM 0.0%
Value ($000) $153 Shares 93,725 Est. Cost $1.63 Unrealized 0.0%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $151 Shares 19,750 Est. Cost $7.63 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $124 Shares 10,912 Est. Cost $10.91 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $95 Shares 10,603 Est. Cost $20.34 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $34 Shares 19,850 Est. Cost $2.39 Unrealized 0.0%
FUBO FUBOTV INC COM 0.0%
Value ($000) $26 Shares 18,100 Est. Cost $1.50 Unrealized 0.0%