United Advisor Group, LLC Diversified Active

CIK: 0002004873 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $487,674 (100.0% shares, 0.0% debt)

Holdings (346)

QQQM INVESCO EXCH TRADED FD TR II 3.3%
Value ($000) $16,049 Shares 83,145 Est. Cost $196.00 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $14,538 Shares 65,448 Est. Cost $191.56 Unrealized +20.5%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $12,764 Shares 117,767 Est. Cost $100.86 Unrealized +25.6%
DGRW WISDOMTREE TR 2.5%
Value ($000) $12,328 Shares 154,373 Est. Cost $78.08 Unrealized
ACIO ETF SER SOLUTIONS 2.3%
Value ($000) $11,179 Shares 288,927 Est. Cost $37.55 Unrealized
STRV EA SERIES TRUST 2.1%
Value ($000) $10,426 Shares 289,117 Est. Cost $35.45 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $8,917 Shares 46,865 Est. Cost $164.43 Unrealized +32.0%
RDVY FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $8,755 Shares 149,551 Est. Cost $56.52 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $8,663 Shares 23,077 Est. Cost $374.81 Unrealized +8.1%
DLN WISDOMTREE TR 1.8%
Value ($000) $8,647 Shares 108,948 Est. Cost $73.98 Unrealized
TDVG T ROWE PRICE ETF INC 1.6%
Value ($000) $7,871 Shares 194,833 Est. Cost $38.52 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $7,300 Shares 86,497 Est. Cost $22.80 Unrealized +285.2%
DON WISDOMTREE TR 1.5%
Value ($000) $7,132 Shares 144,029 Est. Cost $48.97 Unrealized
UPS UNITED PARCEL SERVICE INC 1.4%
Value ($000) $6,959 Shares 63,266 Est. Cost $133.25 Unrealized -15.5%
OSCV ETF SER SOLUTIONS 1.4%
Value ($000) $6,702 Shares 192,309 Est. Cost $35.83 Unrealized
DRSK ETF SER SOLUTIONS 1.3%
Value ($000) $6,227 Shares 228,355 Est. Cost $27.17 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $5,742 Shares 113,403 Est. Cost $50.48 Unrealized
SPYG SPDR SER TR 1.2%
Value ($000) $5,619 Shares 69,912 Est. Cost $80.22 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $5,598 Shares 47,068 Est. Cost $106.48 Unrealized +0.7%
FSK FS KKR CAP CORP 1.1%
Value ($000) $5,524 Shares 263,670 Est. Cost $14.54 Unrealized +32.3%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $5,217 Shares 10,151 Est. Cost $509.03 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.0%
Value ($000) $4,970 Shares 159,127 Est. Cost $30.01 Unrealized
SCHX SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,751 Shares 215,176 Est. Cost $41.32 Unrealized
ARES DYNAMIC CR ALLOCATION F 1.0%
Value ($000) $4,672 Shares 330,844 Est. Cost $14.30 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $4,490 Shares 95,453 Est. Cost $46.81 Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.9%
Value ($000) $4,232 Shares 176,620 Est. Cost $25.13 Unrealized
DUFF & PHELPS UTLITY AND INF 0.9%
Value ($000) $4,231 Shares 345,919 Est. Cost $9.67 Unrealized
DGRS WISDOMTREE TR 0.9%
Value ($000) $4,156 Shares 89,379 Est. Cost $49.49 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $4,114 Shares 16,771 Est. Cost $181.74 Unrealized +38.1%
REGL PROSHARES TR 0.8%
Value ($000) $3,814 Shares 47,294 Est. Cost $78.78 Unrealized
FYLD CAMBRIA ETF TR 0.8%
Value ($000) $3,741 Shares 138,924 Est. Cost $26.74 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,603 Shares 21,142 Est. Cost $152.17 Unrealized +7.7%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $3,577 Shares 20,709 Est. Cost $159.64 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.7%
Value ($000) $3,412 Shares 222,156 Est. Cost $18.58 Unrealized -15.6%
QUAL ISHARES TR 0.7%
Value ($000) $3,330 Shares 19,488 Est. Cost $163.69 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.7%
Value ($000) $3,295 Shares 256,242 Est. Cost $11.41 Unrealized +6.4%
TSLA TESLA INC 0.7%
Value ($000) $3,273 Shares 12,630 Est. Cost $219.59 Unrealized +51.8%
SMDV PROSHARES TR 0.7%
Value ($000) $3,184 Shares 48,538 Est. Cost $65.10 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $3,180 Shares 5,517 Est. Cost $485.54 Unrealized +32.5%
GBDC GOLUB CAP BDC INC 0.6%
Value ($000) $3,111 Shares 205,482 Est. Cost $12.74 Unrealized +9.4%
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $3,073 Shares 174,716 Est. Cost $17.51 Unrealized
STWD STARWOOD PPTY TR INC 0.6%
Value ($000) $2,958 Shares 149,600 Est. Cost $20.00 Unrealized
JUCY ETF SER SOLUTIONS 0.6%
Value ($000) $2,953 Shares 129,364 Est. Cost $23.46 Unrealized
SGOV ISHARES TR 0.5%
Value ($000) $2,667 Shares 26,495 Est. Cost $100.59 Unrealized
DGS WISDOMTREE TR 0.5%
Value ($000) $2,646 Shares 54,779 Est. Cost $50.85 Unrealized
SPYV SPDR SER TR 0.5%
Value ($000) $2,639 Shares 51,665 Est. Cost $51.13 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.5%
Value ($000) $2,589 Shares 34,047 Est. Cost $74.65 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $2,564 Shares 25,923 Est. Cost $98.50 Unrealized
IHDG WISDOMTREE TR 0.5%
Value ($000) $2,550 Shares 58,759 Est. Cost $45.70 Unrealized
EYLD CAMBRIA ETF TR 0.5%
Value ($000) $2,533 Shares 79,790 Est. Cost $33.28 Unrealized
WMT WALMART INC 0.5%
Value ($000) $2,504 Shares 28,524 Est. Cost $59.42 Unrealized +56.4%
DGRE WISDOMTREE TR 0.5%
Value ($000) $2,481 Shares 102,065 Est. Cost $25.65 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $2,461 Shares 15,916 Est. Cost $157.39 Unrealized +14.8%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,425 Shares 5,172 Est. Cost $456.08 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,370 Shares 41,485 Est. Cost $57.88 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,368 Shares 6,386 Est. Cost $332.60 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $2,324 Shares 22,226 Est. Cost $113.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,234 Shares 49,248 Est. Cost $35.99 Unrealized +10.0%
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $2,211 Shares 64,757 Est. Cost $29.24 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $2,151 Shares 3,829 Est. Cost $555.64 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,149 Shares 3,841 Est. Cost $532.02 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $2,146 Shares 42,220 Est. Cost $48.37 Unrealized
V VISA INC 0.4%
Value ($000) $2,070 Shares 5,906 Est. Cost $273.70 Unrealized +22.9%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $2,048 Shares 92,437 Est. Cost $17.15 Unrealized +21.5%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $2,042 Shares 7,216 Est. Cost $181.61 Unrealized +35.1%
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $2,037 Shares 24,557 Est. Cost $80.45 Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $1,994 Shares 40,885 Est. Cost $48.16 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,885 Shares 9,130 Est. Cost $217.83 Unrealized
CBSH COMMERCE BANCSHARES INC 0.4%
Value ($000) $1,869 Shares 30,029 Est. Cost $41.76 Unrealized +43.4%
CGCB CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1,847 Shares 70,289 Est. Cost $25.87 Unrealized
MSMR ETF SER SOLUTIONS 0.4%
Value ($000) $1,825 Shares 61,415 Est. Cost $29.77 Unrealized
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,794 Shares 24,423 Est. Cost $72.27 Unrealized
HCMT DIREXION SHS ETF TR 0.4%
Value ($000) $1,735 Shares 57,329 Est. Cost $31.13 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,731 Shares 9,081 Est. Cost $185.04 Unrealized
BALI BLACKROCK ETF TRUST 0.4%
Value ($000) $1,712 Shares 59,453 Est. Cost $30.21 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.3%
Value ($000) $1,699 Shares 69,390 Est. Cost $24.65 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,628 Shares 32,557 Est. Cost $50.97 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,611 Shares 10,148 Est. Cost $88.93 Unrealized +54.0%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,607 Shares 57,482 Est. Cost $42.75 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,549 Shares 46,251 Est. Cost $36.09 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.3%
Value ($000) $1,547 Shares 132,979 Est. Cost $15.05 Unrealized -16.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,531 Shares 25,506 Est. Cost $37.17 Unrealized +37.3%
DIVO AMPLIFY ETF TR 0.3%
Value ($000) $1,519 Shares 37,257 Est. Cost $40.30 Unrealized
EMXC ISHARES INC 0.3%
Value ($000) $1,504 Shares 27,304 Est. Cost $58.64 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,489 Shares 56,839 Est. Cost $27.49 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,475 Shares 1,560 Est. Cost $765.89 Unrealized +26.7%
IMCB ISHARES TR 0.3%
Value ($000) $1,446 Shares 19,520 Est. Cost $75.89 Unrealized
XCEM COLUMBIA ETF TR II 0.3%
Value ($000) $1,375 Shares 46,564 Est. Cost $30.75 Unrealized
BKAG BNY MELLON ETF TRUST 0.3%
Value ($000) $1,371 Shares 32,537 Est. Cost $41.44 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,370 Shares 26,936 Est. Cost $50.77 Unrealized
TOTR T ROWE PRICE ETF INC 0.3%
Value ($000) $1,355 Shares 33,379 Est. Cost $40.14 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,296 Shares 55,333 Est. Cost $28.37 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.3%
Value ($000) $1,282 Shares 77,250 Est. Cost $12.21 Unrealized +26.1%
IMCG ISHARES TR 0.3%
Value ($000) $1,242 Shares 17,388 Est. Cost $74.85 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $1,216 Shares 26,627 Est. Cost $45.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,214 Shares 2,279 Est. Cost $404.88 Unrealized +20.1%
TCPC BLACKROCK TCP CAPITAL CORP 0.2%
Value ($000) $1,205 Shares 150,466 Est. Cost $11.00 Unrealized -21.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,199 Shares 2,421 Est. Cost $380.92 Unrealized +45.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $1,196 Shares 58,873 Est. Cost $19.67 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $1,168 Shares 36,561 Est. Cost $32.52 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $1,148 Shares 15,170 Est. Cost $75.71 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $1,145 Shares 17,952 Est. Cost $69.27 Unrealized
SPHY SPDR SER TR 0.2%
Value ($000) $1,133 Shares 48,398 Est. Cost $23.46 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $1,133 Shares 23,199 Est. Cost $49.14 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,124 Shares 25,627 Est. Cost $43.70 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,107 Shares 3,544 Est. Cost $271.04 Unrealized +8.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,099 Shares 4,421 Est. Cost $164.74 Unrealized +45.3%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,096 Shares 7,523 Est. Cost $145.16 Unrealized 0.0%
IGIB ISHARES TR 0.2%
Value ($000) $1,080 Shares 20,560 Est. Cost $51.67 Unrealized
ADME ETF SER SOLUTIONS 0.2%
Value ($000) $1,079 Shares 24,295 Est. Cost $43.59 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $1,073 Shares 16,320 Est. Cost $65.66 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,039 Shares 3,779 Est. Cost $257.41 Unrealized
GAIN GLADSTONE INVT CORP 0.2%
Value ($000) $1,020 Shares 76,351 Est. Cost $10.93 Unrealized +10.2%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $1,019 Shares 6,900 Est. Cost $109.56 Unrealized +25.6%
BOXX EA SERIES TRUST 0.2%
Value ($000) $1,014 Shares 9,096 Est. Cost $109.09 Unrealized
T AT&T INC 0.2%
Value ($000) $1,005 Shares 35,546 Est. Cost $16.39 Unrealized +48.6%
ARKK ARK ETF TR 0.2%
Value ($000) $1,003 Shares 21,086 Est. Cost $49.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $981 Shares 1,873 Est. Cost $505.34 Unrealized -1.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $977 Shares 5,888 Est. Cost $145.19 Unrealized +5.0%
SPTL SPDR SER TR 0.2%
Value ($000) $941 Shares 34,536 Est. Cost $26.33 Unrealized
MMM 3M CO 0.2%
Value ($000) $937 Shares 6,378 Est. Cost $81.85 Unrealized +76.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $936 Shares 18,859 Est. Cost $50.80 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $914 Shares 5,462 Est. Cost $142.60 Unrealized +5.5%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $907 Shares 4,870 Est. Cost $191.54 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $904 Shares 10,269 Est. Cost $90.48 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $894 Shares 11,328 Est. Cost $78.89 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $883 Shares 9,630 Est. Cost $91.75 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $878 Shares 4,033 Est. Cost $186.25 Unrealized +1.8%
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $863 Shares 34,872 Est. Cost $24.69 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $850 Shares 2,320 Est. Cost $309.80 Unrealized +22.9%
EMB ISHARES TR 0.2%
Value ($000) $837 Shares 9,240 Est. Cost $90.33 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $833 Shares 18,408 Est. Cost $41.74 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $832 Shares 33,227 Est. Cost $36.54 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $809 Shares 14,997 Est. Cost $55.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $799 Shares 13,106 Est. Cost $44.79 Unrealized +23.9%
TGT TARGET CORP 0.2%
Value ($000) $798 Shares 7,642 Est. Cost $141.49 Unrealized -15.0%
ICVT ISHARES TR 0.2%
Value ($000) $796 Shares 9,522 Est. Cost $84.86 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $784 Shares 8,609 Est. Cost $95.33 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.2%
Value ($000) $782 Shares 7,180 Est. Cost $113.38 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $774 Shares 18,546 Est. Cost $35.90 Unrealized +21.5%
KO COCA COLA CO 0.2%
Value ($000) $774 Shares 10,779 Est. Cost $60.40 Unrealized +7.6%
RLY SSGA ACTIVE ETF TR 0.2%
Value ($000) $758 Shares 26,543 Est. Cost $27.35 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $725 Shares 8,082 Est. Cost $110.72 Unrealized -18.6%
HTRB HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $717 Shares 21,182 Est. Cost $34.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $717 Shares 769 Est. Cost $62.46 Unrealized +52.3%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $707 Shares 4,421 Est. Cost $174.02 Unrealized -9.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $706 Shares 2,913 Est. Cost $199.25 Unrealized +16.4%
FDX FEDEX CORP 0.1%
Value ($000) $691 Shares 2,835 Est. Cost $239.79 Unrealized +5.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $685 Shares 1,254 Est. Cost $395.53 Unrealized +49.3%
ADBE ADOBE INC 0.1%
Value ($000) $683 Shares 1,782 Est. Cost $536.99 Unrealized -20.1%
DDLS WISDOMTREE TR 0.1%
Value ($000) $678 Shares 19,188 Est. Cost $34.76 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $665 Shares 3,971 Est. Cost $162.67 Unrealized +29.0%
LOW LOWES COS INC 0.1%
Value ($000) $665 Shares 2,850 Est. Cost $208.31 Unrealized +16.2%
GOOG ALPHABET INC 0.1%
Value ($000) $656 Shares 4,196 Est. Cost $159.79 Unrealized +14.2%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $647 Shares 2,094 Est. Cost $317.71 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $643 Shares 3,905 Est. Cost $183.14 Unrealized -10.2%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $639 Shares 1,909 Est. Cost $336.20 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $625 Shares 5,526 Est. Cost $116.61 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $620 Shares 9,516 Est. Cost $65.17 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $617 Shares 13,405 Est. Cost $46.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $615 Shares 4,214 Est. Cost $152.12 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $615 Shares 1,043 Est. Cost $537.93 Unrealized +3.6%
HYGH ISHARES U S ETF TR 0.1%
Value ($000) $613 Shares 7,193 Est. Cost $85.92 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $611 Shares 2,918 Est. Cost $167.54 Unrealized +13.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $606 Shares 21,227 Est. Cost $20.47 Unrealized +30.5%
BX BLACKSTONE INC 0.1%
Value ($000) $597 Shares 4,270 Est. Cost $118.28 Unrealized +33.7%
TBUX T ROWE PRICE ETF INC 0.1%
Value ($000) $584 Shares 11,757 Est. Cost $49.47 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $578 Shares 1,066 Est. Cost $570.12 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $570 Shares 9,770 Est. Cost $60.88 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $568 Shares 11,399 Est. Cost $49.81 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $557 Shares 8,092 Est. Cost $68.39 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $556 Shares 4,199 Est. Cost $104.04 Unrealized +19.9%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $550 Shares 43,638 Est. Cost $12.69 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $547 Shares 2,771 Est. Cost $201.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $543 Shares 1,216 Est. Cost $434.11 Unrealized +3.3%
TFLO ISHARES TR 0.1%
Value ($000) $543 Shares 10,720 Est. Cost $50.50 Unrealized
CPRT COPART INC 0.1%
Value ($000) $537 Shares 9,484 Est. Cost $53.43 Unrealized +5.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $533 Shares 10,618 Est. Cost $61.33 Unrealized -11.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $526 Shares 8,354 Est. Cost $57.00 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $526 Shares 3,091 Est. Cost $157.24 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $524 Shares 851 Est. Cost $566.55 Unrealized -0.1%
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $523 Shares 16,894 Est. Cost $31.26 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $521 Shares 3,136 Est. Cost $117.99 Unrealized +41.4%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $516 Shares 6,594 Est. Cost $77.30 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $516 Shares 5,256 Est. Cost $85.16 Unrealized +18.6%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $505 Shares 11,318 Est. Cost $42.23 Unrealized
VFMO VANGUARD WELLINGTON FD 0.1%
Value ($000) $501 Shares 3,303 Est. Cost $153.56 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $492 Shares 18,305 Est. Cost $26.04 Unrealized
NTSX WISDOMTREE TR 0.1%
Value ($000) $480 Shares 10,591 Est. Cost $46.03 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $478 Shares 934 Est. Cost $445.38 Unrealized +5.5%
DNL WISDOMTREE TR 0.1%
Value ($000) $474 Shares 13,296 Est. Cost $38.66 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $472 Shares 10,646 Est. Cost $33.55 Unrealized +23.4%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $472 Shares 3,660 Est. Cost $128.84 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $464 Shares 14,345 Est. Cost $23.88 Unrealized +24.1%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $461 Shares 17,445 Est. Cost $27.01 Unrealized
KGS KODIAK GAS SVCS INC 0.1%
Value ($000) $459 Shares 12,306 Est. Cost $27.87 Unrealized +53.0%
JNK SPDR SER TR 0.1%
Value ($000) $457 Shares 4,796 Est. Cost $95.30 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $456 Shares 27,405 Est. Cost $17.75 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $452 Shares 13,194 Est. Cost $34.66 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $451 Shares 315 Est. Cost $71.42 Unrealized +21.8%
PEP PEPSICO INC 0.1%
Value ($000) $451 Shares 3,008 Est. Cost $161.49 Unrealized -11.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $450 Shares 545 Est. Cost $874.79 Unrealized -5.5%
NEM NEWMONT CORP 0.1%
Value ($000) $449 Shares 9,294 Est. Cost $33.42 Unrealized +29.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $446 Shares 2,011 Est. Cost $219.27 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $445 Shares 4,484 Est. Cost $94.70 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $440 Shares 2,984 Est. Cost $129.09 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $436 Shares 3,892 Est. Cost $100.53 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $435 Shares 23,419 Est. Cost $16.42 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value ($000) $434 Shares 7,479 Est. Cost $60.19 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $434 Shares 2,498 Est. Cost $192.71 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $433 Shares 7,653 Est. Cost $45.19 Unrealized +31.6%
MUB ISHARES TR 0.1%
Value ($000) $426 Shares 4,042 Est. Cost $108.35 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $425 Shares 3,346 Est. Cost $130.49 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $421 Shares 3,247 Est. Cost $121.60 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $420 Shares 5,003 Est. Cost $63.85 Unrealized +29.3%
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $417 Shares 8,363 Est. Cost $50.52 Unrealized
SEIE SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $416 Shares 15,865 Est. Cost $23.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $415 Shares 2,139 Est. Cost $193.99 Unrealized
TECB ISHARES TR 0.1%
Value ($000) $410 Shares 8,392 Est. Cost $50.86 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $410 Shares 4,419 Est. Cost $81.73 Unrealized
WINN HARBOR ETF TRUST 0.1%
Value ($000) $406 Shares 16,580 Est. Cost $25.59 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $397 Shares 419 Est. Cost $991.05 Unrealized -2.9%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $396 Shares 27,039 Est. Cost $12.02 Unrealized +11.7%
SDGR SCHRODINGER INC 0.1%
Value ($000) $396 Shares 20,064 Est. Cost $26.95 Unrealized -16.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $394 Shares 594 Est. Cost $662.63 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $393 Shares 4,274 Est. Cost $77.91 Unrealized +8.0%
CTAS CINTAS CORP 0.1%
Value ($000) $390 Shares 1,896 Est. Cost $177.11 Unrealized +11.7%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $388 Shares 1,542 Est. Cost $260.61 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.1%
Value ($000) $387 Shares 23,919 Est. Cost $14.53 Unrealized +8.2%
SEIV SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $386 Shares 11,894 Est. Cost $31.03 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $384 Shares 700 Est. Cost $457.99 Unrealized +18.3%
CPNG COUPANG INC 0.1%
Value ($000) $383 Shares 17,442 Est. Cost $22.36 Unrealized +3.9%
HYZD WISDOMTREE TR 0.1%
Value ($000) $382 Shares 17,459 Est. Cost $22.24 Unrealized
WTV WISDOMTREE TR 0.1%
Value ($000) $381 Shares 4,635 Est. Cost $82.93 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.1%
Value ($000) $377 Shares 24,141 Est. Cost $15.42 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $371 Shares 1,288 Est. Cost $288.14 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $370 Shares 9,430 Est. Cost $29.01 Unrealized +40.3%
SEIM SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $369 Shares 10,231 Est. Cost $32.22 Unrealized
RSJN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $369 Shares 11,629 Est. Cost $32.21 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $368 Shares 4,737 Est. Cost $53.16 Unrealized +25.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $367 Shares 13,817 Est. Cost $40.96 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $367 Shares 4,394 Est. Cost $84.56 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $365 Shares 594 Est. Cost $619.96 Unrealized -3.6%
BOND PIMCO ETF TR 0.1%
Value ($000) $364 Shares 3,934 Est. Cost $92.06 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $364 Shares 1,798 Est. Cost $199.93 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $362 Shares 2,665 Est. Cost $129.62 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $359 Shares 3,632 Est. Cost $98.51 Unrealized +7.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $358 Shares 4,862 Est. Cost $76.44 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $357 Shares 3,813 Est. Cost $91.31 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $351 Shares 4,853 Est. Cost $76.14 Unrealized 0.0%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $350 Shares 10,474 Est. Cost $34.28 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $350 Shares 8,453 Est. Cost $30.54 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $349 Shares 7,533 Est. Cost $46.27 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $348 Shares 3,392 Est. Cost $154.47 Unrealized -28.0%
IUSV ISHARES TR 0.1%
Value ($000) $348 Shares 3,775 Est. Cost $94.34 Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $346 Shares 6,880 Est. Cost $49.65 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $344 Shares 4,360 Est. Cost $80.36 Unrealized
AGGY WISDOMTREE TR 0.1%
Value ($000) $343 Shares 7,898 Est. Cost $43.40 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $341 Shares 2,125 Est. Cost $167.67 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $339 Shares 4,655 Est. Cost $71.64 Unrealized +0.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $334 Shares 1,575 Est. Cost $191.11 Unrealized +3.8%
KR KROGER CO 0.1%
Value ($000) $331 Shares 4,897 Est. Cost $52.62 Unrealized +18.3%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $331 Shares 571 Est. Cost $624.99 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $323 Shares 1,222 Est. Cost $221.25 Unrealized +10.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $318 Shares 2,466 Est. Cost $122.20 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $318 Shares 5,150 Est. Cost $47.54 Unrealized +26.4%
D DOMINION ENERGY INC 0.1%
Value ($000) $317 Shares 5,657 Est. Cost $49.00 Unrealized +7.6%
DOCU DOCUSIGN INC 0.1%
Value ($000) $316 Shares 3,883 Est. Cost $59.69 Unrealized +46.7%
VICI VICI PPTYS INC 0.1%
Value ($000) $311 Shares 9,529 Est. Cost $29.18 Unrealized -0.1%
PFE PFIZER INC 0.1%
Value ($000) $310 Shares 12,253 Est. Cost $26.26 Unrealized -5.9%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $310 Shares 3,215 Est. Cost $90.40 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $307 Shares 8,602 Est. Cost $34.02 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $306 Shares 15,456 Est. Cost $18.98 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $299 Shares 1,176 Est. Cost $313.11 Unrealized -7.8%
GE GE AEROSPACE 0.1%
Value ($000) $295 Shares 1,472 Est. Cost $169.41 Unrealized +15.5%
CRM SALESFORCE INC 0.1%
Value ($000) $293 Shares 1,092 Est. Cost $265.28 Unrealized +16.5%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $292 Shares 2,236 Est. Cost $136.52 Unrealized 0.0%
HUSV FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $291 Shares 7,236 Est. Cost $35.78 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $290 Shares 3,865 Est. Cost $71.51 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $287 Shares 921 Est. Cost $286.05 Unrealized +0.4%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $286 Shares 3,090 Est. Cost $92.52 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $285 Shares 5,344 Est. Cost $54.23 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $282 Shares 3,456 Est. Cost $81.99 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $282 Shares 2,573 Est. Cost $108.89 Unrealized +9.1%
ABT ABBOTT LABS 0.1%
Value ($000) $281 Shares 2,122 Est. Cost $107.07 Unrealized +17.2%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $276 Shares 7,589 Est. Cost $36.41 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $276 Shares 837 Est. Cost $347.03 Unrealized +1.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $276 Shares 1,901 Est. Cost $173.81 Unrealized -4.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $274 Shares 3,054 Est. Cost $80.53 Unrealized +8.5%
XTL SPDR SER TR 0.1%
Value ($000) $271 Shares 2,707 Est. Cost $99.95 Unrealized
NBOS NEUBERGER BERMAN ETF TRUST 0.1%
Value ($000) $269 Shares 10,535 Est. Cost $25.58 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $268 Shares 4,175 Est. Cost $65.81 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $263 Shares 2,029 Est. Cost $90.35 Unrealized +40.3%
USRT ISHARES TR 0.1%
Value ($000) $263 Shares 4,558 Est. Cost $57.32 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $262 Shares 1,511 Est. Cost $165.45 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $262 Shares 4,105 Est. Cost $63.72 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $259 Shares 2,950 Est. Cost $76.78 Unrealized -3.2%
HDMV FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $258 Shares 8,051 Est. Cost $29.27 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $257 Shares 28,366 Est. Cost $16.72 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $255 Shares 8,274 Est. Cost $30.63 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $255 Shares 2,424 Est. Cost $112.80 Unrealized -14.2%
JGRW TRUST FOR PROFESSIONAL MANAG 0.1%
Value ($000) $254 Shares 9,985 Est. Cost $25.48 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $254 Shares 2,080 Est. Cost $106.47 Unrealized +3.8%
HYD VANECK ETF TRUST 0.1%
Value ($000) $251 Shares 4,909 Est. Cost $52.17 Unrealized
CION CION INVT CORP 0.1%
Value ($000) $250 Shares 24,136 Est. Cost $8.24 Unrealized +19.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $249 Shares 1,503 Est. Cost $187.92 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $246 Shares 494 Est. Cost $576.66 Unrealized -6.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $242 Shares 381 Est. Cost $1012.37 Unrealized -32.4%
IWY ISHARES TR 0.0%
Value ($000) $241 Shares 1,144 Est. Cost $221.67 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $240 Shares 9,412 Est. Cost $25.54 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $238 Shares 4,663 Est. Cost $52.58 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $236 Shares 1,722 Est. Cost $111.41 Unrealized +36.3%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $236 Shares 1,668 Est. Cost $146.90 Unrealized -0.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $234 Shares 3,592 Est. Cost $66.73 Unrealized +16.5%
PTBD PACER FDS TR 0.0%
Value ($000) $234 Shares 11,667 Est. Cost $20.10 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $234 Shares 3,538 Est. Cost $77.36 Unrealized -8.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $233 Shares 1,008 Est. Cost $205.85 Unrealized +6.1%
CVNA CARVANA CO 0.0%
Value ($000) $233 Shares 1,116 Est. Cost $221.24 Unrealized 0.0%
QGRW WISDOMTREE TR 0.0%
Value ($000) $232 Shares 5,281 Est. Cost $43.90 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $232 Shares 657 Est. Cost $332.51 Unrealized +14.6%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $227 Shares 2,107 Est. Cost $116.23 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $227 Shares 3,206 Est. Cost $74.92 Unrealized -8.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $226 Shares 49 Est. Cost $4761.68 Unrealized -0.3%
EMDV PROSHARES TR 0.0%
Value ($000) $224 Shares 5,185 Est. Cost $43.63 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $223 Shares 3,571 Est. Cost $59.68 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $222 Shares 7,194 Est. Cost $32.94 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $220 Shares 857 Est. Cost $269.70 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $219 Shares 588 Est. Cost $377.08 Unrealized 0.0%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $218 Shares 5,461 Est. Cost $45.64 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $218 Shares 2,881 Est. Cost $82.95 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $218 Shares 5,987 Est. Cost $38.56 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $213 Shares 5,983 Est. Cost $37.09 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $213 Shares 823 Est. Cost $263.83 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $210 Shares 6,510 Est. Cost $32.28 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $208 Shares 1,968 Est. Cost $105.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $206 Shares 1,855 Est. Cost $104.07 Unrealized 0.0%
MINT PIMCO ETF TR 0.0%
Value ($000) $204 Shares 2,030 Est. Cost $100.64 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $202 Shares 2,156 Est. Cost $95.81 Unrealized
SMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $200 Shares 8,550 Est. Cost $24.58 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $200 Shares 2,182 Est. Cost $102.17 Unrealized -1.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $200 Shares 2,616 Est. Cost $76.57 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $148 Shares 10,302 Est. Cost $14.34 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $126 Shares 11,280 Est. Cost $19.68 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $118 Shares 15,686 Est. Cost $7.55 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $116 Shares 10,929 Est. Cost $10.91 Unrealized
BARK BARK INC 0.0%
Value ($000) $17 Shares 12,000 Est. Cost $1.68 Unrealized +4.4%