Gilliland Jeter Wealth Management LLC Diversified Active

CIK: 0002009886 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 21, 2024

Total Value ($000): $289,587

Holdings (701)

AAPL APPLE INCORPORATED 8.1%
Value ($000) $23,584 Shares 137,534 Est. Cost $184.71 Unrealized +20.2%
NVDA NVIDIA CORPORATION 4.8%
Value ($000) $13,943 Shares 15,431 Est. Cost $95.57 Unrealized +23.5%
MSFT MICROSOFT CORPORATION 3.4%
Value ($000) $9,956 Shares 23,665 Est. Cost $351.91 Unrealized +20.2%
AMZN AMAZON COM INCORPORATED 3.0%
Value ($000) $8,599 Shares 47,670 Est. Cost $140.18 Unrealized +30.2%
IWF ISHARES TR RUS 1000 GRW ETF 2.9%
Value ($000) $8,440 Shares 25,042 Est. Cost $303.17 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 2.8%
Value ($000) $8,063 Shares 44,157 Est. Cost $170.40 Unrealized
WMT WALMART INCORPORATED 2.6%
Value ($000) $7,452 Shares 123,856 Est. Cost $54.53 Unrealized +32.9%
META META PLATFORMS INCORPORATED CLASS A 1.8%
Value ($000) $5,332 Shares 10,981 Est. Cost $323.40 Unrealized +58.4%
JPM JPMORGAN CHASE & COMPANY 1.8%
Value ($000) $5,188 Shares 25,899 Est. Cost $147.68 Unrealized +38.8%
MPC MARATHON PETE CORPORATION 1.8%
Value ($000) $5,167 Shares 25,643 Est. Cost $141.98 Unrealized +15.5%
T AT&T INCORPORATED 1.7%
Value ($000) $4,977 Shares 282,766 Est. Cost $14.30 Unrealized +31.3%
CAT CATERPILLAR INCORPORATED 1.7%
Value ($000) $4,890 Shares 13,345 Est. Cost $251.22 Unrealized +34.8%
MRK MERCK & COMPANY INCORPORATED 1.5%
Value ($000) $4,308 Shares 32,650 Est. Cost $98.26 Unrealized +15.0%
CVX CHEVRON CORPORATION NEW 1.4%
Value ($000) $3,925 Shares 24,882 Est. Cost $138.18 Unrealized +1.3%
CRM SALESFORCE INCORPORATED 1.4%
Value ($000) $3,913 Shares 12,993 Est. Cost $223.60 Unrealized +13.5%
VUG VANGUARD GROWTH ETF 1.3%
Value ($000) $3,842 Shares 11,164 Est. Cost $311.33 Unrealized
DG DOLLAR GENERAL CORPORATION NEW 1.3%
Value ($000) $3,763 Shares 24,113 Est. Cost $136.41 Unrealized -22.2%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.2%
Value ($000) $3,429 Shares 8,155 Est. Cost $352.29 Unrealized +25.5%
IYW ISHARES TR U.S. TECH ETF 1.2%
Value ($000) $3,363 Shares 24,904 Est. Cost $122.88 Unrealized
INSP INSPIRE MED SYSTEMS INCORPORATED 1.1%
Value ($000) $3,304 Shares 15,383 Est. Cost $162.01 Unrealized +7.2%
V VISA INCORPORATED COM CLASS A 1.1%
Value ($000) $3,127 Shares 11,204 Est. Cost $242.67 Unrealized +10.3%
AFL AFLAC INCORPORATED 1.0%
Value ($000) $2,985 Shares 34,764 Est. Cost $76.99 Unrealized +28.3%
BSX BOSTON SCIENTIFIC CORPORATION 1.0%
Value ($000) $2,892 Shares 42,219 Est. Cost $54.49 Unrealized +44.7%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 1.0%
Value ($000) $2,859 Shares 8,053 Est. Cost $295.69 Unrealized +38.9%
COP CONOCOPHILLIPS 1.0%
Value ($000) $2,849 Shares 22,380 Est. Cost $109.73 Unrealized -4.2%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.0%
Value ($000) $2,841 Shares 18,657 Est. Cost $136.05 Unrealized +23.7%
ORCL ORACLE CORPORATION 1.0%
Value ($000) $2,758 Shares 21,959 Est. Cost $107.24 Unrealized +33.4%
BAC BANK AMERICA CORPORATION 0.9%
Value ($000) $2,521 Shares 66,494 Est. Cost $27.74 Unrealized +39.7%
DTE DTE ENERGY COMPANY 0.9%
Value ($000) $2,515 Shares 22,425 Est. Cost $94.92 Unrealized +21.0%
VTV VANGUARD VALUE ETF 0.9%
Value ($000) $2,508 Shares 15,402 Est. Cost $149.50 Unrealized
LAM RESEARCH CORPORATION 0.9%
Value ($000) $2,504 Shares 2,577 Est. Cost $783.14 Unrealized
HOMB HOME BANCSHARES INCORPORATED 0.8%
Value ($000) $2,403 Shares 97,812 Est. Cost $23.35 Unrealized +13.9%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.8%
Value ($000) $2,324 Shares 61,688 Est. Cost $35.40 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.8%
Value ($000) $2,276 Shares 4,601 Est. Cost $509.95 Unrealized +7.5%
IWD ISHARES TR RUS 1000 VAL ETF 0.8%
Value ($000) $2,249 Shares 12,558 Est. Cost $165.25 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,097 Shares 13,254 Est. Cost $143.59 Unrealized +6.3%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.7%
Value ($000) $1,976 Shares 4,951 Est. Cost $298.09 Unrealized +56.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.7%
Value ($000) $1,975 Shares 30,229 Est. Cost $50.71 Unrealized +36.0%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.6%
Value ($000) $1,874 Shares 12,417 Est. Cost $135.46 Unrealized +23.1%
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $1,874 Shares 16,122 Est. Cost $102.67 Unrealized +7.2%
AVGO BROADCOM INCORPORATED 0.6%
Value ($000) $1,844 Shares 1,391 Est. Cost $92.23 Unrealized +71.3%
IVV ISHARES TR CORE S&P500 ETF 0.6%
Value ($000) $1,818 Shares 3,459 Est. Cost $493.97 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.6%
Value ($000) $1,738 Shares 6,708 Est. Cost $216.93 Unrealized +24.8%
UNP UNION PAC CORPORATION 0.6%
Value ($000) $1,732 Shares 7,042 Est. Cost $209.24 Unrealized +12.1%
DVN DEVON ENERGY CORPORATION NEW 0.6%
Value ($000) $1,633 Shares 32,544 Est. Cost $42.37 Unrealized -0.5%
WMB WILLIAMS COMPANIES INCORPORATED 0.5%
Value ($000) $1,567 Shares 40,200 Est. Cost $32.16 Unrealized +29.9%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,528 Shares 2,922 Est. Cost $476.44 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.5%
Value ($000) $1,496 Shares 82,412 Est. Cost $17.52 Unrealized
ALL ALLSTATE CORPORATION 0.5%
Value ($000) $1,484 Shares 8,579 Est. Cost $124.75 Unrealized +38.6%
CP CANADIAN PACIFIC KANSAS CITY (CANADA) 0.5%
Value ($000) $1,482 Shares 16,809 Est. Cost $72.24 Unrealized +12.7%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.5%
Value ($000) $1,456 Shares 6,990 Est. Cost $192.48 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.5%
Value ($000) $1,449 Shares 5,056 Est. Cost $259.53 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.5%
Value ($000) $1,387 Shares 8,870 Est. Cost $136.21 Unrealized +4.5%
PG PROCTER AND GAMBLE COMPANY 0.5%
Value ($000) $1,347 Shares 8,302 Est. Cost $141.24 Unrealized +16.3%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.5%
Value ($000) $1,333 Shares 14,551 Est. Cost $84.15 Unrealized +30.5%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.5%
Value ($000) $1,321 Shares 15,348 Est. Cost $71.72 Unrealized +29.7%
STIP ISHARES TR 0-5 YR TIPS ETF 0.4%
Value ($000) $1,293 Shares 13,003 Est. Cost $98.64 Unrealized
PIONEER NAT RES COMPANY 0.4%
Value ($000) $1,251 Shares 4,766 Est. Cost $262.50 Unrealized
JBHT HUNT J B TRANS SVCS INCORPORATED 0.4%
Value ($000) $1,201 Shares 6,028 Est. Cost $181.12 Unrealized -8.6%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.4%
Value ($000) $1,156 Shares 9,176 Est. Cost $113.99 Unrealized
IQV IQVIA HLDGS INCORPORATED 0.4%
Value ($000) $1,138 Shares 4,501 Est. Cost $208.82 Unrealized +13.0%
WCN WASTE CONNECTIONS INCORPORATED (CANADA) 0.4%
Value ($000) $1,123 Shares 6,530 Est. Cost $135.64 Unrealized +32.4%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.4%
Value ($000) $1,079 Shares 36,468 Est. Cost $30.02 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.4%
Value ($000) $1,045 Shares 2,455 Est. Cost $388.21 Unrealized +26.2%
PANW PALO ALTO NETWORKS INCORPORATED 0.3%
Value ($000) $1,008 Shares 3,549 Est. Cost $133.70 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $989 Shares 23,558 Est. Cost $31.07 Unrealized +23.5%
CADE CADENCE BANK 0.3%
Value ($000) $973 Shares 33,560 Est. Cost $22.90 Unrealized +29.3%
CCI CROWN CASTLE INCORPORATED REIT 0.3%
Value ($000) $962 Shares 9,088 Est. Cost $97.36 Unrealized +4.8%
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.3%
Value ($000) $948 Shares 9,918 Est. Cost $87.67 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.3%
Value ($000) $928 Shares 66,496 Est. Cost $9.98 Unrealized +34.6%
TJX TJX COMPANIES INCORPORATED NEW 0.3%
Value ($000) $917 Shares 9,040 Est. Cost $88.11 Unrealized +27.9%
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value ($000) $873 Shares 1,192 Est. Cost $573.49 Unrealized +50.3%
LULU LULULEMON ATHLETICA INCORPORATED 0.3%
Value ($000) $864 Shares 2,212 Est. Cost $424.51 Unrealized -37.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $855 Shares 9,988 Est. Cost $80.04 Unrealized
LLY ELI LILLY & COMPANY 0.3%
Value ($000) $846 Shares 1,088 Est. Cost $613.71 Unrealized +45.1%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value ($000) $840 Shares 14,675 Est. Cost $51.55 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 0.3%
Value ($000) $830 Shares 4,200 Est. Cost $186.13 Unrealized +13.3%
HD HOME DEPOT INCORPORATED 0.3%
Value ($000) $821 Shares 2,142 Est. Cost $300.35 Unrealized +17.4%
BX BLACKSTONE INCORPORATED 0.3%
Value ($000) $816 Shares 6,210 Est. Cost $102.08 Unrealized +30.9%
RJF RAYMOND JAMES FINL INCORPORATED 0.3%
Value ($000) $789 Shares 6,141 Est. Cost $100.32 Unrealized +14.1%
ALLETE INCORPORATED COM NEW 0.3%
Value ($000) $781 Shares 13,096 Est. Cost $61.16 Unrealized
RPM RPM INTERNATIONAL INCORPORATED 0.3%
Value ($000) $781 Shares 6,565 Est. Cost $101.02 Unrealized +14.6%
IBM INTERNATIONAL BUSINESS MACHINES 0.3%
Value ($000) $775 Shares 4,060 Est. Cost $141.50 Unrealized +33.5%
SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR 0.3%
Value ($000) $773 Shares 39,740 Est. Cost $17.43 Unrealized +16.4%
MU MICRON TECHNOLOGY INCORPORATED 0.3%
Value ($000) $767 Shares 6,505 Est. Cost $73.62 Unrealized +41.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $722 Shares 1,626 Est. Cost $418.71 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value ($000) $703 Shares 1,459 Est. Cost $397.11 Unrealized +16.3%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $698 Shares 15,363 Est. Cost $38.05 Unrealized +5.5%
STE STERIS PLC SHS USD (IRELAND) 0.2%
Value ($000) $696 Shares 3,096 Est. Cost $209.29 Unrealized +10.4%
PGR PROGRESSIVE CORPORATION 0.2%
Value ($000) $692 Shares 3,346 Est. Cost $143.35 Unrealized +49.4%
DTM DT MIDSTREAM INCORPORATED COMMON STOCK 0.2%
Value ($000) $685 Shares 11,212 Est. Cost $50.72 Unrealized +40.5%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $663 Shares 23,898 Est. Cost $26.42 Unrealized +1.0%
NOW SERVICENOW INCORPORATED 0.2%
Value ($000) $663 Shares 869 Est. Cost $130.36 Unrealized +26.1%
IRDM IRIDIUM COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $661 Shares 25,258 Est. Cost $37.11 Unrealized -26.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $646 Shares 2,476 Est. Cost $242.19 Unrealized
AR ANTERO RESOURCES CORPORATION 0.2%
Value ($000) $639 Shares 22,045 Est. Cost $24.14 Unrealized +17.4%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $631 Shares 3,000 Est. Cost $200.71 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $630 Shares 2,425 Est. Cost $259.90 Unrealized
MO ALTRIA GROUP INCORPORATED 0.2%
Value ($000) $627 Shares 14,366 Est. Cost $34.81 Unrealized +30.8%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.2%
Value ($000) $619 Shares 4,163 Est. Cost $134.26 Unrealized -10.2%
XLV SPDR HEALTH CARE SELECT 0.2%
Value ($000) $616 Shares 4,170 Est. Cost $136.38 Unrealized
CROX CROCS INCORPORATED 0.2%
Value ($000) $594 Shares 4,134 Est. Cost $113.94 Unrealized +19.8%
VIRTUS DIVERSIFIED INCM & CONV 0.2%
Value ($000) $590 Shares 24,651 Est. Cost $20.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.2%
Value ($000) $585 Shares 4,256 Est. Cost $110.43 Unrealized +37.4%
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value ($000) $572 Shares 2,246 Est. Cost $201.92 Unrealized +15.4%
CI THE CIGNA GROUP 0.2%
Value ($000) $572 Shares 1,575 Est. Cost $280.77 Unrealized +19.3%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.2%
Value ($000) $562 Shares 8,026 Est. Cost $64.79 Unrealized +3.7%
PCAR PACCAR INCORPORATED 0.2%
Value ($000) $546 Shares 4,409 Est. Cost $84.10 Unrealized +9.7%
ABT ABBOTT LABS 0.2%
Value ($000) $544 Shares 4,782 Est. Cost $96.07 Unrealized +11.4%
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $538 Shares 23,414 Est. Cost $21.71 Unrealized
THC TENET HEALTHCARE CORPORATION COM NEW 0.2%
Value ($000) $536 Shares 5,100 Est. Cost $66.29 Unrealized +128.2%
DE DEERE & COMPANY 0.2%
Value ($000) $526 Shares 1,280 Est. Cost $366.22 Unrealized +0.8%
EW EDWARDS LIFESCIENCES CORPORATION 0.2%
Value ($000) $486 Shares 5,084 Est. Cost $69.58 Unrealized +4.4%
MAINSTAY MACKAY DEFINEDTERM MU 0.2%
Value ($000) $474 Shares 29,010 Est. Cost $16.26 Unrealized
HAL HALLIBURTON COMPANY 0.2%
Value ($000) $468 Shares 11,875 Est. Cost $36.42 Unrealized -16.7%
PSX PHILLIPS 66 0.2%
Value ($000) $462 Shares 2,830 Est. Cost $112.13 Unrealized +14.5%
SNOW SNOWFLAKE INCORPORATED CLASS A 0.2%
Value ($000) $462 Shares 2,856 Est. Cost $186.86 Unrealized -34.2%
ISCG ISHARES TR MRGSTR SM CP GR 0.2%
Value ($000) $453 Shares 9,260 Est. Cost $48.28 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.2%
Value ($000) $450 Shares 2,269 Est. Cost $144.50 Unrealized +28.1%
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $434 Shares 1,527 Est. Cost $261.28 Unrealized +19.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $421 Shares 2,047 Est. Cost $194.22 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A (CANADA) 0.1%
Value ($000) $408 Shares 5,286 Est. Cost $66.12 Unrealized +4.5%
CALAMOS DYNAMIC CONV & INCOME 0.1%
Value ($000) $395 Shares 18,117 Est. Cost $19.78 Unrealized
DRI DARDEN RESTAURANTS INCORPORATED 0.1%
Value ($000) $388 Shares 2,319 Est. Cost $141.79 Unrealized +2.6%
MKL MARKEL GROUP INCORPORATED 0.1%
Value ($000) $385 Shares 253 Est. Cost $1418.73 Unrealized +10.3%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.1%
Value ($000) $385 Shares 1,553 Est. Cost $194.33 Unrealized +25.6%
89BIO INCORPORATED 0.1%
Value ($000) $383 Shares 32,926 Est. Cost $11.37 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $352 Shares 7,971 Est. Cost $44.04 Unrealized -43.5%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $346 Shares 8,415 Est. Cost $40.21 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $345 Shares 1,744 Est. Cost $172.22 Unrealized +27.8%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $339 Shares 4,570 Est. Cost $52.33 Unrealized +46.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $335 Shares 1,632 Est. Cost $182.04 Unrealized +3.5%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $334 Shares 5,001 Est. Cost $57.28 Unrealized +33.3%
EHC ENCOMPASS HEALTH CORPORATION 0.1%
Value ($000) $333 Shares 4,036 Est. Cost $63.75 Unrealized +39.6%
LIN LINDE PLC SHS (IRELAND) 0.1%
Value ($000) $320 Shares 689 Est. Cost $383.62 Unrealized +16.8%
COF CAPITAL ONE FINL CORPORATION 0.1%
Value ($000) $319 Shares 2,145 Est. Cost $104.53 Unrealized +33.8%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $317 Shares 1,100 Est. Cost $262.26 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $312 Shares 4,346 Est. Cost $64.75 Unrealized +26.1%
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 0.1%
Value ($000) $309 Shares 1,029 Est. Cost $217.31 Unrealized +57.9%
XLB SPDR MATERIALS SELECT SECTOR FUND 0.1%
Value ($000) $297 Shares 3,193 Est. Cost $85.54 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $295 Shares 1,536 Est. Cost $179.99 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $291 Shares 3,357 Est. Cost $78.29 Unrealized
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.1%
Value ($000) $289 Shares 6,254 Est. Cost $44.10 Unrealized
HP HELMERICH & PAYNE INCORPORATED 0.1%
Value ($000) $286 Shares 6,800 Est. Cost $38.66 Unrealized -10.7%
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $275 Shares 4,748 Est. Cost $50.13 Unrealized +9.4%
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.1%
Value ($000) $272 Shares 241 Est. Cost $65.55 Unrealized +12.1%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $271 Shares 466 Est. Cost $487.50 Unrealized +20.8%
GE GENERAL ELECTRIC COMPANY COM NEW 0.1%
Value ($000) $266 Shares 1,513 Est. Cost $116.41 Unrealized +44.3%
ORI OLD REP INTERNATIONAL CORPORATION 0.1%
Value ($000) $256 Shares 8,319 Est. Cost $23.48 Unrealized +23.4%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value ($000) $255 Shares 6,561 Est. Cost $36.66 Unrealized
WESTROCK COMPANY 0.1%
Value ($000) $253 Shares 5,116 Est. Cost $41.52 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $252 Shares 895 Est. Cost $274.12 Unrealized -2.7%
FISV FISERV INCORPORATED 0.1%
Value ($000) $251 Shares 1,571 Est. Cost $122.71 Unrealized +34.4%
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT 0.1%
Value ($000) $250 Shares 7,893 Est. Cost $31.67 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.1%
Value ($000) $247 Shares 5,854 Est. Cost $41.93 Unrealized
UNITI GROUP INCORPORATED REIT 0.1%
Value ($000) $244 Shares 41,416 Est. Cost $5.90 Unrealized
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.1%
Value ($000) $237 Shares 5,039 Est. Cost $35.90 Unrealized +23.2%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $230 Shares 1,356 Est. Cost $120.13 Unrealized +42.5%
BA BOEING COMPANY 0.1%
Value ($000) $220 Shares 1,142 Est. Cost $208.30 Unrealized -17.7%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $219 Shares 1,204 Est. Cost $135.72 Unrealized +31.7%
CLX CLOROX COMPANY DEL 0.1%
Value ($000) $214 Shares 1,400 Est. Cost $140.13 Unrealized +0.8%
QUAL ISHARES TR MSCI USA QLT FCT 0.1%
Value ($000) $214 Shares 1,304 Est. Cost $166.45 Unrealized
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.1%
Value ($000) $214 Shares 20,576 Est. Cost $9.24 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $210 Shares 4,983 Est. Cost $40.56 Unrealized
MUSA MURPHY USA INCORPORATED 0.1%
Value ($000) $209 Shares 499 Est. Cost $387.51 Unrealized +28.6%
TOTALENERGIES SE SPONSORED ADS (FRANCE) 0.1%
Value ($000) $206 Shares 3,000 Est. Cost $67.38 Unrealized
BLACKROCK INCORPORATED 0.1%
Value ($000) $206 Shares 247 Est. Cost $823.35 Unrealized
MARATHON OIL CORPORATION 0.1%
Value ($000) $193 Shares 6,815 Est. Cost $28.34 Unrealized
IIIV I3 VERTICALS INCORPORATED COM CLASS A 0.1%
Value ($000) $192 Shares 8,400 Est. Cost $20.77 Unrealized +8.0%
INTU INTUIT 0.1%
Value ($000) $191 Shares 293 Est. Cost $544.67 Unrealized +16.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $182 Shares 2,155 Est. Cost $88.09 Unrealized
MUR MURPHY OIL CORPORATION 0.1%
Value ($000) $177 Shares 3,865 Est. Cost $36.89 Unrealized -5.0%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $175 Shares 3,509 Est. Cost $47.08 Unrealized -0.6%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $173 Shares 759 Est. Cost $204.04 Unrealized +20.1%
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value ($000) $169 Shares 2,594 Est. Cost $57.57 Unrealized -3.8%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value ($000) $168 Shares 3,101 Est. Cost $46.71 Unrealized -6.5%
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $167 Shares 3,177 Est. Cost $52.55 Unrealized
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $167 Shares 1,364 Est. Cost $102.49 Unrealized -11.6%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $166 Shares 618 Est. Cost $243.35 Unrealized -2.5%
VTR VENTAS INCORPORATED REIT 0.1%
Value ($000) $164 Shares 3,756 Est. Cost $44.24 Unrealized +26.5%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value ($000) $163 Shares 3,000 Est. Cost $54.40 Unrealized
FYT FIRST TRUST SMALL CAP VALUE ALPHADEX FUND 0.1%
Value ($000) $163 Shares 3,000 Est. Cost $54.33 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $163 Shares 872 Est. Cost $186.66 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.1%
Value ($000) $162 Shares 8,401 Est. Cost $19.28 Unrealized
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.1%
Value ($000) $161 Shares 4,482 Est. Cost $31.92 Unrealized -7.8%
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.1%
Value ($000) $158 Shares 3,554 Est. Cost $45.41 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $153 Shares 1,164 Est. Cost $131.10 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $151 Shares 5,704 Est. Cost $26.77 Unrealized
FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 0.1%
Value ($000) $151 Shares 2,538 Est. Cost $59.66 Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.1%
Value ($000) $148 Shares 2,535 Est. Cost $62.83 Unrealized
FLYW FLYWIRE CORPORATION COM VTG 0.0%
Value ($000) $143 Shares 5,776 Est. Cost $21.07 Unrealized -17.1%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $138 Shares 1,728 Est. Cost $67.83 Unrealized -18.6%
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value ($000) $136 Shares 2,131 Est. Cost $55.40 Unrealized +35.1%
KO COCA COLA COMPANY 0.0%
Value ($000) $136 Shares 2,219 Est. Cost $57.45 Unrealized +14.3%
PAYC PAYCOM SOFTWARE INCORPORATED 0.0%
Value ($000) $134 Shares 806 Est. Cost $169.33 Unrealized -6.5%
EOG EOG RES INCORPORATED 0.0%
Value ($000) $134 Shares 1,048 Est. Cost $110.37 Unrealized +9.1%
ABNB AIRBNB INCORPORATED COM CLASS A 0.0%
Value ($000) $134 Shares 1,055 Est. Cost $129.67 Unrealized 0.0%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $131 Shares 6,774 Est. Cost $18.58 Unrealized
RAMP LIVERAMP HLDGS INCORPORATED 0.0%
Value ($000) $131 Shares 3,789 Est. Cost $36.76 Unrealized -25.8%
TSLA TESLA INCORPORATED 0.0%
Value ($000) $130 Shares 740 Est. Cost $231.70 Unrealized -1.6%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value ($000) $129 Shares 414 Est. Cost $267.60 Unrealized +12.6%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value ($000) $127 Shares 503 Est. Cost $237.69 Unrealized -3.3%
WTW WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) 0.0%
Value ($000) $124 Shares 450 Est. Cost $256.94 Unrealized +7.0%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value ($000) $123 Shares 181 Est. Cost $657.62 Unrealized +29.8%
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $123 Shares 243 Est. Cost $573.10 Unrealized -4.3%
FIRST TR ENERGY INFRASTRCTR FD 0.0%
Value ($000) $121 Shares 6,680 Est. Cost $18.16 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $119 Shares 1,051 Est. Cost $113.37 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value ($000) $116 Shares 5,499 Est. Cost $17.40 Unrealized +18.4%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $116 Shares 1,020 Est. Cost $101.19 Unrealized +3.8%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $115 Shares 1,112 Est. Cost $103.01 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $114 Shares 945 Est. Cost $120.99 Unrealized
PH PARKER-HANNIFIN CORPORATION 0.0%
Value ($000) $114 Shares 205 Est. Cost $498.54 Unrealized +12.4%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $114 Shares 625 Est. Cost $182.69 Unrealized
TGT TARGET CORPORATION 0.0%
Value ($000) $112 Shares 631 Est. Cost $142.02 Unrealized -0.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A 0.0%
Value ($000) $111 Shares 300 Est. Cost $304.09 Unrealized +10.5%
DOW DOW INCORPORATED 0.0%
Value ($000) $110 Shares 1,898 Est. Cost $48.85 Unrealized -1.9%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $110 Shares 9,305 Est. Cost $11.81 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $105 Shares 1,253 Est. Cost $84.09 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $104 Shares 2,169 Est. Cost $48.11 Unrealized
BLACKSTONE SENI FLTN RAT 2027 0.0%
Value ($000) $104 Shares 7,237 Est. Cost $13.55 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $103 Shares 649 Est. Cost $158.88 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $103 Shares 5,371 Est. Cost $19.17 Unrealized
ELME ELME COMMUNITIES SH BEN INT REIT 0.0%
Value ($000) $101 Shares 7,234 Est. Cost $13.95 Unrealized
FLAHERTY & CRUMRINE PREFERRED SECS I 0.0%
Value ($000) $100 Shares 6,758 Est. Cost $13.91 Unrealized
BIIB BIOGEN INCORPORATED 0.0%
Value ($000) $99 Shares 460 Est. Cost $234.20 Unrealized -10.7%
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $98 Shares 383 Est. Cost $158.71 Unrealized +20.7%
EQBK EQUITY BANCSHARES INCORPORATED COM CLASS A 0.0%
Value ($000) $96 Shares 2,806 Est. Cost $31.70 Unrealized +20.1%
NUVEEN CORE EQUITY ALPHA FD 0.0%
Value ($000) $94 Shares 6,714 Est. Cost $14.13 Unrealized
NFLX NETFLIX INCORPORATED 0.0%
Value ($000) $94 Shares 154 Est. Cost $58.02 Unrealized +15.3%
WCC WESCO INTERNATIONAL INCORPORATED 0.0%
Value ($000) $93 Shares 545 Est. Cost $162.23 Unrealized -1.3%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $93 Shares 1,308 Est. Cost $62.65 Unrealized +21.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $92 Shares 980 Est. Cost $83.21 Unrealized +16.5%
BLACKROCK MULTI SECTOR INCORPORATED TR 0.0%
Value ($000) $92 Shares 5,789 Est. Cost $15.85 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $92 Shares 681 Est. Cost $134.82 Unrealized
BLACKROCK MUN INCOME QUALITY T 0.0%
Value ($000) $90 Shares 7,749 Est. Cost $11.60 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value ($000) $90 Shares 8,500 Est. Cost $12.31 Unrealized -3.6%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $89 Shares 2,563 Est. Cost $34.82 Unrealized
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $87 Shares 310 Est. Cost $244.50 Unrealized +13.9%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.0%
Value ($000) $87 Shares 30 Est. Cost $62.05 Unrealized -10.8%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $87 Shares 496 Est. Cost $157.27 Unrealized +3.6%
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $86 Shares 811 Est. Cost $47.68 Unrealized +18.7%
BLUEPRINT MEDICINES CORPORATION 0.0%
Value ($000) $85 Shares 900 Est. Cost $94.86 Unrealized
KAYNE ANDERSON ENERGY INFRSTR 0.0%
Value ($000) $85 Shares 8,485 Est. Cost $10.02 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $85 Shares 371 Est. Cost $228.59 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $85 Shares 1,009 Est. Cost $63.13 Unrealized +15.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $84 Shares 1,039 Est. Cost $80.63 Unrealized
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $81 Shares 612 Est. Cost $117.16 Unrealized -22.2%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $81 Shares 1,452 Est. Cost $56.12 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $81 Shares 323 Est. Cost $234.26 Unrealized +8.2%
BKR BAKER HUGHES COMPANY CLASS A 0.0%
Value ($000) $80 Shares 2,400 Est. Cost $29.55 Unrealized +15.5%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $80 Shares 634 Est. Cost $125.79 Unrealized
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $79 Shares 1,449 Est. Cost $47.83 Unrealized -10.8%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $79 Shares 2,700 Est. Cost $29.09 Unrealized
GFF GRIFFON CORPORATION 0.0%
Value ($000) $79 Shares 1,074 Est. Cost $64.10 Unrealized +2.0%
TROW PRICE T ROWE GROUP INCORPORATED 0.0%
Value ($000) $77 Shares 707 Est. Cost $102.19 Unrealized 0.0%
AVT AVNET INCORPORATED 0.0%
Value ($000) $77 Shares 1,546 Est. Cost $44.55 Unrealized +13.7%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $77 Shares 786 Est. Cost $78.06 Unrealized +6.1%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $77 Shares 2,076 Est. Cost $32.80 Unrealized -3.0%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $75 Shares 2,629 Est. Cost $26.68 Unrealized +1.3%
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $75 Shares 8,800 Est. Cost $8.48 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $74 Shares 154 Est. Cost $445.90 Unrealized +7.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value ($000) $72 Shares 208 Est. Cost $354.76 Unrealized -9.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $72 Shares 3,383 Est. Cost $21.15 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $70 Shares 11,743 Est. Cost $6.08 Unrealized
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $69 Shares 1,591 Est. Cost $43.36 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $69 Shares 7,881 Est. Cost $9.64 Unrealized -18.9%
IR INGERSOLL RAND INCORPORATED 0.0%
Value ($000) $68 Shares 718 Est. Cost $85.38 Unrealized +8.7%
LADR LADDER CAP CORPORATION CLASS A REIT 0.0%
Value ($000) $68 Shares 6,100 Est. Cost $11.13 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $67 Shares 2,500 Est. Cost $26.96 Unrealized
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $67.04 Unrealized
AMARIN CORPORATION PLC SPONS ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $66 Shares 73,769 Est. Cost $0.89 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $65 Shares 1,132 Est. Cost $50.60 Unrealized +6.3%
SGI TEMPUR SEALY INTERNATIONAL INCORPORATED 0.0%
Value ($000) $65 Shares 1,186 Est. Cost $50.62 Unrealized +0.4%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value ($000) $64 Shares 1,371 Est. Cost $46.73 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $64 Shares 200 Est. Cost $306.18 Unrealized -7.2%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $64 Shares 6,580 Est. Cost $9.73 Unrealized
NUVEEN AMT FREE QLTY MUN INCME 0.0%
Value ($000) $64 Shares 5,764 Est. Cost $11.07 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $63 Shares 554 Est. Cost $90.57 Unrealized +25.7%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $63 Shares 385 Est. Cost $167.96 Unrealized +11.6%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $62 Shares 1,283 Est. Cost $48.24 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $62 Shares 1,415 Est. Cost $43.60 Unrealized
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value ($000) $61 Shares 1,065 Est. Cost $58.22 Unrealized
HESS CORPORATION 0.0%
Value ($000) $61 Shares 400 Est. Cost $152.64 Unrealized
VLO VALERO ENERGY CORPORATION 0.0%
Value ($000) $61 Shares 355 Est. Cost $135.69 Unrealized +2.7%
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $61 Shares 1,294 Est. Cost $46.85 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $60 Shares 700 Est. Cost $54.67 Unrealized 0.0%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.0%
Value ($000) $60 Shares 124 Est. Cost $480.70 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $59 Shares 149 Est. Cost $397.76 Unrealized
BLACKROCK MUNIYILD QULT FD INCORPORATED 0.0%
Value ($000) $59 Shares 4,833 Est. Cost $12.25 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $58 Shares 105 Est. Cost $556.40 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $57 Shares 4,789 Est. Cost $11.94 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $57 Shares 1,310 Est. Cost $38.72 Unrealized -2.5%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $57 Shares 796 Est. Cost $71.34 Unrealized
FTSL FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND 0.0%
Value ($000) $57 Shares 1,225 Est. Cost $46.20 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) 0.0%
Value ($000) $55 Shares 500 Est. Cost $98.96 Unrealized 0.0%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $55 Shares 214 Est. Cost $222.03 Unrealized +6.4%
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value ($000) $54 Shares 7,575 Est. Cost $7.20 Unrealized
ROP ROPER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $54 Shares 96 Est. Cost $538.88 Unrealized +1.0%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $54 Shares 698 Est. Cost $28.53 Unrealized +15.6%
GD GENERAL DYNAMICS CORPORATION 0.0%
Value ($000) $53 Shares 187 Est. Cost $260.90 Unrealized +9.8%
ALLSPRING MULTI SECTOR INCOME 0.0%
Value ($000) $52 Shares 5,550 Est. Cost $9.32 Unrealized
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $51 Shares 1,330 Est. Cost $34.64 Unrealized +15.0%
XMQTX BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $50 Shares 4,765 Est. Cost $10.51 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $49 Shares 453 Est. Cost $107.46 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 701 Est. Cost $67.75 Unrealized
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $47 Shares 6,000 Est. Cost $7.27 Unrealized 0.0%
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $46 Shares 1,025 Est. Cost $38.00 Unrealized +20.2%
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $46 Shares 493 Est. Cost $92.28 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $46 Shares 501 Est. Cost $82.79 Unrealized +1.2%
PCM FD INCORPORATED 0.0%
Value ($000) $45 Shares 5,500 Est. Cost $8.27 Unrealized
GRMN GARMIN LIMITED SHS (SWITZERLAND) 0.0%
Value ($000) $45 Shares 300 Est. Cost $127.62 Unrealized +32.3%
BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A 0.0%
Value ($000) $45 Shares 300 Est. Cost $147.97 Unrealized 0.0%
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value ($000) $44 Shares 182 Est. Cost $240.75 Unrealized -1.9%
VIRTUS CONVERTIBLE & INCORPORATED FD II 0.0%
Value ($000) $44 Shares 14,871 Est. Cost $2.98 Unrealized
FLAHERTY & CRUMRINE TOTAL RETU 0.0%
Value ($000) $44 Shares 2,875 Est. Cost $15.46 Unrealized
WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) 0.0%
Value ($000) $44 Shares 2,216 Est. Cost $19.97 Unrealized
TPR TAPESTRY INCORPORATED 0.0%
Value ($000) $43 Shares 912 Est. Cost $41.09 Unrealized -2.3%
CSL CARLISLE COMPANIES INCORPORATED 0.0%
Value ($000) $43 Shares 96 Est. Cost $394.88 Unrealized +2.9%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.0%
Value ($000) $42 Shares 1,009 Est. Cost $41.99 Unrealized
WELLS FARGO & CO PFD NON-CUMULATIVE SERIES L 0.0%
Value ($000) $42 Shares 35 Est. Cost $1209.40 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.0%
Value ($000) $42 Shares 433 Est. Cost $88.45 Unrealized +19.7%
APLS APELLIS PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $42 Shares 712 Est. Cost $63.75 Unrealized -41.9%
VIRTUS CONVERTIBLE & INCOME FD 0.0%
Value ($000) $41 Shares 12,329 Est. Cost $3.37 Unrealized
COHEN & STEERS SELECT PREFERRED & IN 0.0%
Value ($000) $41 Shares 2,049 Est. Cost $19.99 Unrealized
OGE OGE ENERGY CORPORATION 0.0%
Value ($000) $40 Shares 1,180 Est. Cost $33.57 Unrealized +15.6%
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $33.61 Unrealized +31.5%
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $39 Shares 3,400 Est. Cost $11.35 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.0%
Value ($000) $38 Shares 220 Est. Cost $157.89 Unrealized +22.2%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $38 Shares 185 Est. Cost $205.09 Unrealized
CL COLGATE PALMOLIVE COMPANY 0.0%
Value ($000) $38 Shares 420 Est. Cost $87.11 Unrealized +13.6%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $38 Shares 398 Est. Cost $93.58 Unrealized
DOUBLELINE OPPORTUNISTIC CR FD 0.0%
Value ($000) $38 Shares 2,435 Est. Cost $15.42 Unrealized
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $15.46 Unrealized +9.5%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $37 Shares 859 Est. Cost $42.95 Unrealized
EVERI HLDGS INCORPORATED 0.0%
Value ($000) $36 Shares 3,600 Est. Cost $10.05 Unrealized
BHP BHP GROUP LIMITED SPONSORED ADS (AUSTRALIA) 0.0%
Value ($000) $36 Shares 625 Est. Cost $57.69 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $36 Shares 350 Est. Cost $84.11 Unrealized +1.2%
APA APA CORPORATION 0.0%
Value ($000) $35 Shares 1,023 Est. Cost $29.29 Unrealized -10.0%
PAYX PAYCHEX INCORPORATED 0.0%
Value ($000) $35 Shares 284 Est. Cost $114.65 Unrealized +6.3%
CCJ CAMECO CORPORATION (CANADA) 0.0%
Value ($000) $35 Shares 800 Est. Cost $43.66 Unrealized -0.5%
PTEN PATTERSON-UTI ENERGY INCORPORATED 0.0%
Value ($000) $35 Shares 2,900 Est. Cost $11.11 Unrealized -17.1%
PR PERMIAN RESOURCES CORPORATION CLASS A COM 0.0%
Value ($000) $34 Shares 2,529 Est. Cost $16.55 Unrealized -11.2%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $34 Shares 542 Est. Cost $52.53 Unrealized +13.1%
WESTERN ASSET GLOBAL CORPORATION DEFI 0.0%
Value ($000) $33 Shares 2,654 Est. Cost $12.48 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $33 Shares 143 Est. Cost $206.72 Unrealized +4.2%
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $33 Shares 468 Est. Cost $60.59 Unrealized +8.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $33 Shares 2,072 Est. Cost $15.82 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $33 Shares 5,000 Est. Cost $6.51 Unrealized
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $33.10 Unrealized -20.5%
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $32 Shares 800 Est. Cost $40.47 Unrealized
VKTX VIKING THERAPEUTICS INCORPORATED 0.0%
Value ($000) $32 Shares 510 Est. Cost $58.67 Unrealized 0.0%
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $32 Shares 300 Est. Cost $78.48 Unrealized +22.5%
BLACKROCK MUNI INCOME TR II 0.0%
Value ($000) $32 Shares 2,920 Est. Cost $10.86 Unrealized
MNDY MONDAY COM LIMITED SHS (ISRAEL) 0.0%
Value ($000) $32 Shares 140 Est. Cost $211.71 Unrealized +16.9%
AXON AXON ENTERPRISE INCORPORATED 0.0%
Value ($000) $31 Shares 100 Est. Cost $280.74 Unrealized +22.8%
IEO ISHARES TR US OIL GS EX ETF 0.0%
Value ($000) $31 Shares 292 Est. Cost $106.97 Unrealized
SUPER MICRO COMPUTER INCORPORATED 0.0%
Value ($000) $31 Shares 75 Est. Cost $416.40 Unrealized
F FORD MTR COMPANY DEL 0.0%
Value ($000) $31 Shares 2,341 Est. Cost $10.69 Unrealized -2.4%
CLEARBRIDGE ENERGY MIDSTRM OPP 0.0%
Value ($000) $31 Shares 733 Est. Cost $42.20 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $31 Shares 883 Est. Cost $35.17 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $31 Shares 238 Est. Cost $114.08 Unrealized +17.6%
J JACOBS SOLUTIONS INCORPORATED 0.0%
Value ($000) $31 Shares 200 Est. Cost $115.29 Unrealized +3.3%
RTX RTX CORPORATION 0.0%
Value ($000) $30 Shares 305 Est. Cost $87.25 Unrealized +27.3%
FDUS FIDUS INVT CORPORATION 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $15.64 Unrealized +7.1%
BINC BLACKROCK ETF TR II FLEXIBLE INCOME ETF 0.0%
Value ($000) $29 Shares 562 Est. Cost $52.38 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD 0.0%
Value ($000) $29 Shares 641 Est. Cost $45.79 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $29 Shares 30 Est. Cost $945.64 Unrealized +17.0%
IUSV ISHARES TR CORE S&P US VLU 0.0%
Value ($000) $28 Shares 315 Est. Cost $90.44 Unrealized
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.0%
Value ($000) $27 Shares 574 Est. Cost $40.46 Unrealized +6.0%
VMC VULCAN MATLS COMPANY 0.0%
Value ($000) $27 Shares 100 Est. Cost $243.03 Unrealized +1.2%
OKE ONEOK INCORPORATED NEW 0.0%
Value ($000) $27 Shares 340 Est. Cost $66.73 Unrealized +22.1%
FMAR FT VEST U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $27 Shares 637 Est. Cost $40.58 Unrealized
ABRDN INCOME CREDIT STRATEGIES 0.0%
Value ($000) $26 Shares 3,963 Est. Cost $6.62 Unrealized
BNY MELLON STRATEGIC MUN BD FD 0.0%
Value ($000) $26 Shares 4,460 Est. Cost $5.86 Unrealized
WEST WESTROCK COFFEE COMPANY 0.0%
Value ($000) $26 Shares 2,500 Est. Cost $10.09 Unrealized -12.9%
IGEB ISHARES TR INVESTMENT GRADE 0.0%
Value ($000) $25 Shares 543 Est. Cost $44.36 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $83.08 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $25 Shares 2,392 Est. Cost $10.35 Unrealized
FIRST TR HIGH INCOME LONG / SH 0.0%
Value ($000) $24 Shares 2,038 Est. Cost $11.94 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.0%
Value ($000) $24 Shares 250 Est. Cost $94.41 Unrealized
FNV FRANCO NEV CORPORATION (CANADA) 0.0%
Value ($000) $23 Shares 195 Est. Cost $108.28 Unrealized +13.2%
RSG REPUBLIC SVCS INCORPORATED 0.0%
Value ($000) $23 Shares 121 Est. Cost $173.59 Unrealized +14.0%
CAPL CROSSAMERICA PARTNERS LP UT LTD PTN INT 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.79 Unrealized
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.0%
Value ($000) $23 Shares 186 Est. Cost $117.79 Unrealized +16.5%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $23 Shares 54 Est. Cost $416.06 Unrealized +14.2%
MMM 3M COMPANY 0.0%
Value ($000) $22 Shares 210 Est. Cost $82.48 Unrealized +44.4%
GABELLI EQUITY TR INCORPORATED 0.0%
Value ($000) $22 Shares 4,000 Est. Cost $5.52 Unrealized
PCTY PAYLOCITY HLDG CORPORATION 0.0%
Value ($000) $21 Shares 125 Est. Cost $165.15 Unrealized -7.9%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $21 Shares 1,493 Est. Cost $14.32 Unrealized
RVTY REVVITY INCORPORATED 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.89 Unrealized +10.7%
ARW ARROW ELECTRS INCORPORATED 0.0%
Value ($000) $21 Shares 161 Est. Cost $117.05 Unrealized +8.3%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $21 Shares 180 Est. Cost $115.77 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.00 Unrealized +7.2%
LW LAMB WESTON HLDGS INCORPORATED 0.0%
Value ($000) $21 Shares 195 Est. Cost $99.79 Unrealized -36.0%
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.10 Unrealized
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $20 Shares 273 Est. Cost $76.54 Unrealized -4.9%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value ($000) $20 Shares 147 Est. Cost $136.05 Unrealized
ACHC ACADIA HEALTHCARE COMPANY INCORPORATED 0.0%
Value ($000) $20 Shares 250 Est. Cost $81.78 Unrealized -11.7%
TXT TEXTRON INCORPORATED 0.0%
Value ($000) $20 Shares 204 Est. Cost $86.41 Unrealized +2.0%
CAG CONAGRA BRANDS INCORPORATED 0.0%
Value ($000) $19 Shares 657 Est. Cost $25.70 Unrealized +9.9%
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.0%
Value ($000) $19 Shares 71 Est. Cost $244.43 Unrealized -1.7%
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.0%
Value ($000) $19 Shares 200 Est. Cost $96.73 Unrealized
RGA REINSURANCE GRP OF AMERICA INCORPORATED COM NEW 0.0%
Value ($000) $19 Shares 100 Est. Cost $174.46 Unrealized +21.9%
RBLX ROBLOX CORPORATION CLASS A 0.0%
Value ($000) $19 Shares 494 Est. Cost $38.06 Unrealized +9.6%
ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT 0.0%
Value ($000) $19 Shares 932 Est. Cost $20.21 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $19 Shares 35 Est. Cost $503.45 Unrealized +9.9%
WESTERN ASSET MTG DEFINED OPPO 0.0%
Value ($000) $19 Shares 1,599 Est. Cost $11.72 Unrealized
KNF KNIFE RIVER CORPORATION COMMON STOCK 0.0%
Value ($000) $18 Shares 221 Est. Cost $70.17 Unrealized +11.3%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.0%
Value ($000) $18 Shares 315 Est. Cost $56.17 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 141 Est. Cost $124.99 Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $18 Shares 115 Est. Cost $135.33 Unrealized +2.9%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $17 Shares 70 Est. Cost $249.86 Unrealized
EXI ISHARES TR GLOB INDSTRL ETF 0.0%
Value ($000) $17 Shares 124 Est. Cost $139.69 Unrealized
GUNR FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM 0.0%
Value ($000) $17 Shares 419 Est. Cost $41.07 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value ($000) $17 Shares 88 Est. Cost $195.10 Unrealized
MACQUARIE / FIRST TR GLOBAL IN 0.0%
Value ($000) $16 Shares 2,133 Est. Cost $7.68 Unrealized
NKE NIKE INCORPORATED CLASS B 0.0%
Value ($000) $16 Shares 173 Est. Cost $97.19 Unrealized -21.8%
SYY SYSCO CORPORATION 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.59 Unrealized -3.3%
MTB M & T BK CORPORATION 0.0%
Value ($000) $16 Shares 111 Est. Cost $130.61 Unrealized +21.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $16 Shares 374 Est. Cost $38.44 Unrealized +22.8%
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $16 Shares 737 Est. Cost $21.27 Unrealized +14.7%
TECK TECK RESOURCES LIMITED CLASS B (CANADA) 0.0%
Value ($000) $16 Shares 300 Est. Cost $47.62 Unrealized 0.0%
ICVT ISHARES TR CONV BD ETF 0.0%
Value ($000) $15 Shares 189 Est. Cost $79.83 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $15 Shares 184 Est. Cost $81.78 Unrealized
OXSQ OXFORD SQUARE CAP CORPORATION 0.0%
Value ($000) $15 Shares 4,700 Est. Cost $3.06 Unrealized -3.7%
NNN NNN REIT INCORPORATED REIT 0.0%
Value ($000) $15 Shares 348 Est. Cost $42.76 Unrealized
WYNN WYNN RESORTS LIMITED 0.0%
Value ($000) $15 Shares 144 Est. Cost $97.33 Unrealized -18.6%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $15 Shares 69 Est. Cost $202.26 Unrealized +11.1%
TE CONNECTIVITY LIMITED SHS (SWITZERLAND) 0.0%
Value ($000) $15 Shares 100 Est. Cost $145.24 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $14 Shares 1,800 Est. Cost $9.92 Unrealized +19.6%
CACI CACI INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $14 Shares 38 Est. Cost $368.04 Unrealized +25.8%
NOK NOKIA CORPORATION SPONSORED ADR (FINLAND) 0.0%
Value ($000) $14 Shares 4,066 Est. Cost $3.54 Unrealized
XEL XCEL ENERGY INCORPORATED 0.0%
Value ($000) $14 Shares 267 Est. Cost $53.32 Unrealized +6.1%
NEUBERGER BERMAN MUN FD INCORPORATED 0.0%
Value ($000) $14 Shares 1,367 Est. Cost $10.47 Unrealized
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $14 Shares 157 Est. Cost $89.67 Unrealized
BOX BOX INCORPORATED CLASS A 0.0%
Value ($000) $14 Shares 489 Est. Cost $26.85 Unrealized +8.7%
WTFC WINTRUST FINL CORPORATION 0.0%
Value ($000) $14 Shares 132 Est. Cost $96.52 Unrealized +8.0%
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $13 Shares 200 Est. Cost $61.23 Unrealized +9.0%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $13 Shares 120 Est. Cost $110.52 Unrealized
WESTERN ASSET MANAGED MUNS FD 0.0%
Value ($000) $13 Shares 1,230 Est. Cost $10.45 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $13 Shares 345 Est. Cost $35.47 Unrealized -6.4%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $13 Shares 127 Est. Cost $81.45 Unrealized +15.7%
ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value ($000) $13 Shares 13 Est. Cost $970.46 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $13 Shares 36 Est. Cost $313.46 Unrealized +10.0%
ROK ROCKWELL AUTOMATION INCORPORATED 0.0%
Value ($000) $12 Shares 42 Est. Cost $278.76 Unrealized -6.9%
FXR FIRST TRUST ETF II INDLS PROD DURABLE 0.0%
Value ($000) $12 Shares 166 Est. Cost $72.96 Unrealized
GABELLI GLOBAL SMALL & MID CAP 0.0%
Value ($000) $12 Shares 1,006 Est. Cost $12.01 Unrealized
JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) 0.0%
Value ($000) $12 Shares 297 Est. Cost $40.00 Unrealized
ROBO ROBO-STOX GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.64 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $12 Shares 103 Est. Cost $101.05 Unrealized +12.2%
PFG PRINCIPAL FINANCIAL GROUP INCORPORATED 0.0%
Value ($000) $11 Shares 131 Est. Cost $74.77 Unrealized +2.4%
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $11 Shares 941 Est. Cost $11.03 Unrealized -2.0%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $11 Shares 205 Est. Cost $54.59 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.57 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $11 Shares 370 Est. Cost $25.94 Unrealized 0.0%
CBRE CBRE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $11 Shares 113 Est. Cost $89.43 Unrealized +21.9%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $11 Shares 3,082 Est. Cost $3.52 Unrealized
MDU MDU RES GROUP INCORPORATED 0.0%
Value ($000) $11 Shares 420 Est. Cost $10.98 Unrealized +24.3%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $11 Shares 51 Est. Cost $180.39 Unrealized +12.2%
EBAY EBAY INCORPORATED. 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.96 Unrealized +28.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $11 Shares 113 Est. Cost $93.19 Unrealized
NTAP NETAPP INCORPORATED 0.0%
Value ($000) $10 Shares 100 Est. Cost $89.24 Unrealized +35.7%
BLACKROCK HEALTH SCIENCES TERM TRUST 0.0%
Value ($000) $10 Shares 658 Est. Cost $15.84 Unrealized
PGIM HIGH YIELD BOND FUND INCORPORATED 0.0%
Value ($000) $10 Shares 779 Est. Cost $12.99 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $102.70 Unrealized
GPK GRAPHIC PACKAGING HLDG COMPANY 0.0%
Value ($000) $10 Shares 343 Est. Cost $26.15 Unrealized +8.8%
WESTERN ASSET EMERGING MKTS DE 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.61 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $9 Shares 144 Est. Cost $65.65 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $9 Shares 211 Est. Cost $38.64 Unrealized +6.4%
INVESCO BD FD 0.0%
Value ($000) $9 Shares 600 Est. Cost $15.65 Unrealized
SOLV SOLVENTUM CORPORATION COM SHS 0.0%
Value ($000) $9 Shares 131 Est. Cost $60.70 Unrealized -0.9%
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $9 Shares 37 Est. Cost $254.69 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.19 Unrealized
LITE LUMENTUM HLDGS INCORPORATED 0.0%
Value ($000) $9 Shares 193 Est. Cost $50.84 Unrealized +6.5%
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value ($000) $9 Shares 239 Est. Cost $22.52 Unrealized +36.3%
COHEN & STEERS REIT & PREFERRED & IN 0.0%
Value ($000) $9 Shares 410 Est. Cost $21.03 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $9 Shares 150 Est. Cost $47.33 Unrealized +10.2%
AAP ADVANCE AUTO PARTS INCORPORATED 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.14 Unrealized -22.7%
YUM YUM BRANDS INCORPORATED 0.0%
Value ($000) $8 Shares 61 Est. Cost $128.74 Unrealized +0.5%
NVT NVENT ELECTRIC PLC SHS (IRELAND) 0.0%
Value ($000) $8 Shares 112 Est. Cost $62.88 Unrealized +8.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $8 Shares 535 Est. Cost $13.46 Unrealized +12.9%
APH AMPHENOL CORPORATION NEW CLASS A 0.0%
Value ($000) $8 Shares 70 Est. Cost $56.90 Unrealized +12.6%
HPQ HP INCORPORATED 0.0%
Value ($000) $8 Shares 265 Est. Cost $27.31 Unrealized +21.7%
ENB ENBRIDGE INCORPORATED (CANADA) 0.0%
Value ($000) $8 Shares 221 Est. Cost $31.54 Unrealized +12.6%
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $8 Shares 30 Est. Cost $179.97 Unrealized +11.3%
TS TENARIS S A SPONSORED ADS (LUXEMBOURG) 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.27 Unrealized
COR CENCORA INCORPORATED 0.0%
Value ($000) $8 Shares 32 Est. Cost $226.42 Unrealized +1.4%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $8 Shares 17 Est. Cost $415.91 Unrealized +24.2%
NVO NOVO-NORDISK A S ADR (DENMARK) 0.0%
Value ($000) $8 Shares 60 Est. Cost $137.96 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $8 Shares 28 Est. Cost $270.79 Unrealized
CME CME GROUP INCORPORATED 0.0%
Value ($000) $8 Shares 35 Est. Cost $197.23 Unrealized -0.4%
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $7 Shares 35 Est. Cost $191.03 Unrealized +6.9%
AN AUTONATION INCORPORATED 0.0%
Value ($000) $7 Shares 45 Est. Cost $171.73 Unrealized 0.0%
SOURCE CAP INCORPORATED 0.0%
Value ($000) $7 Shares 172 Est. Cost $42.49 Unrealized
TRGP TARGA RES CORPORATION 0.0%
Value ($000) $7 Shares 65 Est. Cost $90.62 Unrealized +51.0%
SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) 0.0%
Value ($000) $7 Shares 77 Est. Cost $71.42 Unrealized
BLACKROCK CORPOR HI YLD FD INCORPORATED 0.0%
Value ($000) $7 Shares 716 Est. Cost $9.79 Unrealized
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.0%
Value ($000) $7 Shares 24 Est. Cost $321.44 Unrealized +4.6%
VIRT VIRTU FINL INCORPORATED CLASS A 0.0%
Value ($000) $7 Shares 228 Est. Cost $22.29 Unrealized +27.9%
HUBB HUBBELL INCORPORATED 0.0%
Value ($000) $7 Shares 16 Est. Cost $353.24 Unrealized +6.9%
CNXC CONCENTRIX CORPORATION 0.0%
Value ($000) $7 Shares 100 Est. Cost $76.95 Unrealized -16.7%
CC CHEMOURS COMPANY 0.0%
Value ($000) $7 Shares 252 Est. Cost $26.34 Unrealized -26.8%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $7 Shares 16 Est. Cost $320.76 Unrealized +12.9%
PCH POTLATCHDELTIC CORPORATION REIT 0.0%
Value ($000) $6 Shares 138 Est. Cost $47.02 Unrealized
BITO PROSHARES TRUST BITCOIN STRATEGY ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.30 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $6 Shares 38 Est. Cost $183.37 Unrealized -1.1%
CRMT AMERICAS CAR-MART INCORPORATED 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.43 Unrealized -8.6%
ICLR ICON PLC SHS (IRELAND) 0.0%
Value ($000) $6 Shares 19 Est. Cost $294.81 Unrealized +7.0%
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $6 Shares 5,399 Est. Cost $1.87 Unrealized -31.2%
WESTERN ASSET HIGH YIELD DEFIN 0.0%
Value ($000) $6 Shares 529 Est. Cost $11.96 Unrealized
MNKD MANNKIND CORPORATION COM NEW 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $4.54 Unrealized +26.6%
CE CELANESE CORPORATION DEL 0.0%
Value ($000) $6 Shares 46 Est. Cost $143.99 Unrealized -9.6%
HANCOCK JOHN PREFERRED INCOME FD III 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.43 Unrealized
AGO ASSURED GUARANTY LIMITED (BERMUDA) 0.0%
Value ($000) $6 Shares 70 Est. Cost $82.46 Unrealized -5.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $6 Shares 105 Est. Cost $54.96 Unrealized +24.7%
GUGGENHEIM TAXABLE MUNICP BOND 0.0%
Value ($000) $6 Shares 373 Est. Cost $16.25 Unrealized
EVRG EVERGY INCORPORATED 0.0%
Value ($000) $6 Shares 113 Est. Cost $47.11 Unrealized +16.9%
ATI ATI INCORPORATED 0.0%
Value ($000) $6 Shares 89 Est. Cost $56.03 Unrealized +10.8%
EWBC EAST WEST BANCORP INCORPORATED 0.0%
Value ($000) $6 Shares 75 Est. Cost $69.37 Unrealized +11.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $6 Shares 111 Est. Cost $45.37 Unrealized +13.5%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CLASS B (MEXICO) 0.0%
Value ($000) $6 Shares 314 Est. Cost $18.66 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT (BERMUDA) 0.0%
Value ($000) $6 Shares 167 Est. Cost $27.44 Unrealized
MSCI MSCI INCORPORATED 0.0%
Value ($000) $6 Shares 10 Est. Cost $486.44 Unrealized +9.6%
OWL BLUE OWL CAPITAL INCORPORATED COM CLASS A 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.86 Unrealized 0.0%
DOX AMDOCS LIMITED SHS (GUERNSEY) 0.0%
Value ($000) $6 Shares 64 Est. Cost $86.95 Unrealized -6.6%
PWR QUANTA SVCS INCORPORATED 0.0%
Value ($000) $6 Shares 19 Est. Cost $264.40 Unrealized -0.2%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.88 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $6 Shares 75 Est. Cost $69.50 Unrealized +1.3%
CASY CASEYS GENERAL STORES INCORPORATED 0.0%
Value ($000) $6 Shares 15 Est. Cost $330.95 Unrealized +12.2%
BR BROADRIDGE FINL SOLUTIONS INCORPORATED 0.0%
Value ($000) $6 Shares 26 Est. Cost $193.07 Unrealized +5.9%
ROL ROLLINS INCORPORATED 0.0%
Value ($000) $6 Shares 110 Est. Cost $45.25 Unrealized +7.3%
ICFI ICF INTERNATIONAL INCORPORATED 0.0%
Value ($000) $6 Shares 33 Est. Cost $144.49 Unrealized +6.4%
ACA ARCOSA INCORPORATED 0.0%
Value ($000) $5 Shares 58 Est. Cost $83.00 Unrealized +4.9%
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value ($000) $5 Shares 17 Est. Cost $253.75 Unrealized +29.2%
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $5 Shares 175 Est. Cost $29.06 Unrealized +15.7%
RIG TRANSOCEAN LIMITED REGISTERED SHS (SWITZERLAND) 0.0%
Value ($000) $5 Shares 850 Est. Cost $5.46 Unrealized -9.7%
JUNIPER NETWORKS INCORPORATED 0.0%
Value ($000) $5 Shares 144 Est. Cost $37.06 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $5 Shares 21 Est. Cost $241.47 Unrealized +8.7%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $5 Shares 306 Est. Cost $17.01 Unrealized
ENPH ENPHASE ENERGY INCORPORATED 0.0%
Value ($000) $5 Shares 46 Est. Cost $116.47 Unrealized -4.1%
A AGILENT TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $5 Shares 35 Est. Cost $138.24 Unrealized -1.9%
IETC ISHARES U S ETF TR U.S. TECH INDEPD 0.0%
Value ($000) $5 Shares 66 Est. Cost $76.67 Unrealized
BRKR BRUKER CORPORATION 0.0%
Value ($000) $5 Shares 55 Est. Cost $79.83 Unrealized -19.6%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $5 Shares 52 Est. Cost $89.54 Unrealized +3.9%
LUV SOUTHWEST AIRLS COMPANY 0.0%
Value ($000) $5 Shares 175 Est. Cost $29.65 Unrealized -9.5%
ALC ALCON AG ORD SHS (SWITZERLAND) 0.0%
Value ($000) $5 Shares 61 Est. Cost $79.67 Unrealized +17.6%
ULTA ULTA BEAUTY INCORPORATED 0.0%
Value ($000) $5 Shares 13 Est. Cost $406.48 Unrealized -7.7%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $5 Shares 25 Est. Cost $200.36 Unrealized
NDSN NORDSON CORPORATION 0.0%
Value ($000) $5 Shares 18 Est. Cost $254.03 Unrealized -5.7%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $5 Shares 22 Est. Cost $200.09 Unrealized +4.9%
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $5 Shares 97 Est. Cost $50.19 Unrealized
MKSI MKS INSTRS INCORPORATED 0.0%
Value ($000) $5 Shares 36 Est. Cost $114.51 Unrealized +2.6%
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value ($000) $5 Shares 71 Est. Cost $69.96 Unrealized -7.7%
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.0%
Value ($000) $5 Shares 12 Est. Cost $367.98 Unrealized -17.1%
SNA SNAP ON INCORPORATED 0.0%
Value ($000) $5 Shares 16 Est. Cost $269.89 Unrealized -1.5%
WGO WINNEBAGO INDUSTRIES INCORPORATED 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.61 Unrealized -7.1%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $5 Shares 265 Est. Cost $15.42 Unrealized +19.2%
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value ($000) $5 Shares 40 Est. Cost $98.59 Unrealized +12.1%
TREX TREX COMPANY INCORPORATED 0.0%
Value ($000) $5 Shares 46 Est. Cost $89.05 Unrealized -21.2%
TRU TRANSUNION 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.57 Unrealized +23.4%
NTLA INTELLIA THERAPEUTICS INCORPORATED 0.0%
Value ($000) $4 Shares 212 Est. Cost $23.81 Unrealized -3.2%
SHOO MADDEN STEVEN LIMITED 0.0%
Value ($000) $4 Shares 103 Est. Cost $40.29 Unrealized +6.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $4 Shares 125 Est. Cost $34.68 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $4 Shares 32 Est. Cost $121.93 Unrealized +22.6%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $4 Shares 370 Est. Cost $11.65 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.30 Unrealized -14.5%
KFY KORN FERRY COM NEW 0.0%
Value ($000) $4 Shares 65 Est. Cost $57.49 Unrealized +17.6%
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $4 Shares 30 Est. Cost $140.33 Unrealized
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $4 Shares 148 Est. Cost $24.02 Unrealized -2.1%
EGP EASTGROUP PPTYS INCORPORATED REIT 0.0%
Value ($000) $4 Shares 22 Est. Cost $179.77 Unrealized
URBN URBAN OUTFITTERS INCORPORATED 0.0%
Value ($000) $4 Shares 90 Est. Cost $41.01 Unrealized -0.9%
PLD PROLOGIS INCORPORATED. REIT 0.0%
Value ($000) $4 Shares 30 Est. Cost $111.35 Unrealized +6.0%
NPO ENPRO INCORPORATED 0.0%
Value ($000) $4 Shares 23 Est. Cost $155.19 Unrealized +0.3%
MSA MSA SAFETY INCORPORATED 0.0%
Value ($000) $4 Shares 20 Est. Cost $175.84 Unrealized +3.4%
DNOW DNOW INCORPORATED 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.07 Unrealized +9.4%
HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED 0.0%
Value ($000) $4 Shares 13 Est. Cost $255.62 Unrealized +0.1%
IDCC INTERDIGITAL INCORPORATED 0.0%
Value ($000) $4 Shares 35 Est. Cost $105.70 Unrealized +24.0%
CIEN CIENA CORPORATION COM NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $52.75 Unrealized -0.1%
LH LABCORP HOLDINGS INCORPORATED COM SHS 0.0%
Value ($000) $4 Shares 16 Est. Cost $199.50 Unrealized +8.4%
AGM FEDERAL AGRIC MTG CORPORATION CLASS C 0.0%
Value ($000) $4 Shares 18 Est. Cost $175.17 Unrealized +4.2%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $4 Shares 58 Est. Cost $52.18 Unrealized -14.5%
LABORATORY CORPORATION AMER HLDGS COM NEW 0.0%
Value ($000) $3 Shares 16 Est. Cost $218.44 Unrealized
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $3 Shares 15 Est. Cost $207.94 Unrealized +15.9%
BBY BEST BUY INCORPORATED 0.0%
Value ($000) $3 Shares 42 Est. Cost $74.87 Unrealized +12.1%
PKG PACKAGING CORPORATION AMER 0.0%
Value ($000) $3 Shares 18 Est. Cost $165.18 Unrealized +16.1%
TDC TERADATA CORPORATION DEL 0.0%
Value ($000) $3 Shares 88 Est. Cost $42.17 Unrealized -29.2%
LFUS LITTELFUSE INCORPORATED 0.0%
Value ($000) $3 Shares 14 Est. Cost $240.27 Unrealized +7.2%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.60 Unrealized -32.5%
AIN ALBANY INTERNATIONAL CORPORATION CLASS A 0.0%
Value ($000) $3 Shares 36 Est. Cost $89.12 Unrealized -3.4%
AMR ALPHA METALLURGICAL RESOUR INCORPORATED 0.0%
Value ($000) $3 Shares 10 Est. Cost $366.74 Unrealized -30.3%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value ($000) $3 Shares 4 Est. Cost $807.48 Unrealized -1.6%
PWV INVESCO LARGE CAP VALUE ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $56.68 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.00 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $3 Shares 1 Est. Cost $2858.33 Unrealized +7.4%
ANSYS INCORPORATED 0.0%
Value ($000) $3 Shares 9 Est. Cost $347.11 Unrealized
BIO BIO RAD LABS INCORPORATED CLASS A 0.0%
Value ($000) $3 Shares 9 Est. Cost $328.84 Unrealized -3.4%
LOB LIVE OAK BANCSHARES INCORPORATED 0.0%
Value ($000) $3 Shares 74 Est. Cost $39.81 Unrealized +5.1%
TKR TIMKEN COMPANY 0.0%
Value ($000) $3 Shares 35 Est. Cost $82.48 Unrealized -0.3%
CATY CATHAY GENERAL BANCORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.17 Unrealized +5.3%
APTIV PLC SHS (JERSEY) 0.0%
Value ($000) $3 Shares 37 Est. Cost $79.65 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $3 Shares 10 Est. Cost $239.79 Unrealized +17.3%
MMS MAXIMUS INCORPORATED 0.0%
Value ($000) $3 Shares 34 Est. Cost $82.26 Unrealized +8.7%
HUN HUNTSMAN CORPORATION 0.0%
Value ($000) $3 Shares 108 Est. Cost $24.82 Unrealized -10.6%
TTEK TETRA TECH INCORPORATED NEW 0.0%
Value ($000) $3 Shares 15 Est. Cost $34.64 Unrealized +28.5%
TRNO TERRENO RLTY CORPORATION REIT 0.0%
Value ($000) $3 Shares 40 Est. Cost $66.40 Unrealized
DFH DREAM FINDERS HOMES INCORPORATED COM CLASS A 0.0%
Value ($000) $3 Shares 72 Est. Cost $30.72 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $3 Shares 35 Est. Cost $74.23 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $3 Shares 138 Est. Cost $15.98 Unrealized +24.2%
ADC AGREE RLTY CORPORATION REIT 0.0%
Value ($000) $2 Shares 43 Est. Cost $57.12 Unrealized
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $2 Shares 28 Est. Cost $80.66 Unrealized +0.2%
BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $2 Shares 212 Est. Cost $11.46 Unrealized
YUMC YUM CHINA HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 61 Est. Cost $39.47 Unrealized -15.7%
SAFETY SHOT INCORPORATED COM NEW 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.57 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $2 Shares 55 Est. Cost $38.91 Unrealized -8.2%
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value ($000) $2 Shares 17 Est. Cost $116.81 Unrealized +27.6%
SLVM SYLVAMO CORPORATION COMMON STOCK 0.0%
Value ($000) $2 Shares 36 Est. Cost $50.38 Unrealized +41.3%
VALE VALE S A SPONSORED ADS (BRAZIL) 0.0%
Value ($000) $2 Shares 187 Est. Cost $11.68 Unrealized
PPG PPG INDUSTRIES INCORPORATED 0.0%
Value ($000) $2 Shares 15 Est. Cost $135.93 Unrealized -10.2%
GTM ZOOMINFO TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 135 Est. Cost $16.27 Unrealized -35.7%
NCLH NORWEGIAN CRUISE LINE HLDG LIMITED SHS (BERMUDA) 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.19 Unrealized -0.1%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $47.09 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.24 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 229 Est. Cost $8.90 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.14 Unrealized +60.1%
CXT CRANE NXT COMPANY 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.36 Unrealized -0.4%
LIBERTY MEDIA CORPORATION DEL COM LBTY SRM S C 0.0%
Value ($000) $2 Shares 66 Est. Cost $29.71 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 13 Est. Cost $134.20 Unrealized +21.4%
MOGO INCORPORATED (CANADA) 0.0%
Value ($000) $2 Shares 940 Est. Cost $2.00 Unrealized
VFC V F CORPORATION 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.09 Unrealized +4.0%
FUL FULLER H B COMPANY 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.08 Unrealized +4.3%
USNA USANA HEALTH SCIENCES INCORPORATED 0.0%
Value ($000) $2 Shares 36 Est. Cost $48.97 Unrealized -16.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $131.23 Unrealized
INTERPUBLIC GROUP COMPANIES INCORPORATED 0.0%
Value ($000) $2 Shares 51 Est. Cost $29.99 Unrealized -3.3%
PJT PJT PARTNERS INCORPORATED COM CLASS A 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.75 Unrealized +21.4%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.35 Unrealized +13.3%
SFL SFL CORPORATION LIMITED SHS (BERMUDA) 0.0%
Value ($000) $2 Shares 124 Est. Cost $12.58 Unrealized -4.9%
SPOT SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) 0.0%
Value ($000) $2 Shares 6 Est. Cost $299.94 Unrealized +10.8%
KVUE KENVUE INCORPORATED 0.0%
Value ($000) $2 Shares 72 Est. Cost $18.84 Unrealized +4.2%
SJM SMUCKER J M COMPANY COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $117.75 Unrealized -5.2%
HEZU ISHARES TR CUR HD EURZN ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $36.76 Unrealized
DCI DONALDSON INCORPORATED 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.94 Unrealized +7.1%
AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW 0.0%
Value ($000) $1 Shares 19 Est. Cost $68.48 Unrealized +5.5%
LBRDK LIBERTY BROADBAND CORPORATION COM SER C 0.0%
Value ($000) $1 Shares 25 Est. Cost $61.93 Unrealized -6.6%
STLD STEEL DYNAMICS INCORPORATED 0.0%
Value ($000) $1 Shares 9 Est. Cost $120.32 Unrealized -1.2%
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.25 Unrealized +12.9%
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $1 Shares 795 Est. Cost $1.56 Unrealized +173.3%
ABRDN ASIA PACIFIC INCOME FUND 0.0%
Value ($000) $1 Shares 430 Est. Cost $2.80 Unrealized
AGX ARGAN INCORPORATED 0.0%
Value ($000) $1 Shares 22 Est. Cost $48.76 Unrealized +60.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $1 Shares 88 Est. Cost $14.40 Unrealized -7.2%
MLM MARTIN MARIETTA MATLS INCORPORATED 0.0%
Value ($000) $1 Shares 2 Est. Cost $575.68 Unrealized -6.9%
FWONK LIBERTY MEDIA CORPORATION DEL COM LBTY ONE S C 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.63 Unrealized
KTB KONTOOR BRANDS INCORPORATED 0.0%
Value ($000) $1 Shares 17 Est. Cost $59.90 Unrealized +19.2%
LIBERTY MEDIA CORPORATION DEL COM LBTY SRM S A 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.70 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.44 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 15 Est. Cost $24.24 Unrealized 0.0%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 120 Est. Cost $7.96 Unrealized -6.5%
VSCO VICTORIAS SECRET AND COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.31 Unrealized -5.0%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 44 Est. Cost $21.39 Unrealized +36.0%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $105.63 Unrealized
CVE CENOVUS ENERGY INCORPORATED (CANADA) 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.91 Unrealized 0.0%
MEG MONTROSE ENVIRONMENTAL GROUP I 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.50 Unrealized -3.5%
NBR NABORS INDUSTRIES LIMITED SHS (BERMUDA) 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.82 Unrealized -5.7%
LIBERTY MEDIA CORPORATION DEL COM LBTY LIV S C 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.82 Unrealized
IPGP IPG PHOTONICS CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $74.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $1 Shares 4 Est. Cost $174.81 Unrealized -13.1%
REZI RESIDEO TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $1 Shares 32 Est. Cost $19.75 Unrealized +0.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $1 Shares 2 Est. Cost $330.34 Unrealized +3.1%
FTRE FORTREA HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.68 Unrealized -32.2%
RPD RAPID7 INCORPORATED 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.87 Unrealized -31.5%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $82.23 Unrealized +27.7%
ZM ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 9 Est. Cost $62.51 Unrealized 0.0%
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $1 Shares 334 Est. Cost $1.04 Unrealized 0.0%
YETI YETI HLDGS INCORPORATED 0.0%
Value ($000) $1 Shares 13 Est. Cost $39.22 Unrealized 0.0%
SABA CAPITAL INCOME & OPPORTUN COM NEW 0.0%
Value ($000) $0 Shares 57 Est. Cost $7.81 Unrealized
FWONA LIBERTY MEDIA CORPORATION DEL COM LBTY ONE S A 0.0%
Value ($000) $0 Shares 8 Est. Cost $58.75 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.81 Unrealized -8.7%
LMND LEMONADE INCORPORATED 0.0%
Value ($000) $0 Shares 28 Est. Cost $16.81 Unrealized +9.1%
LBRDA LIBERTY BROADBAND CORPORATION COM SER A 0.0%
Value ($000) $0 Shares 8 Est. Cost $61.78 Unrealized -7.6%
DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.70 Unrealized -11.3%
SABA CAPITAL INCOME & OPPORTUN 0.0%
Value ($000) $0 Shares 114 Est. Cost $3.82 Unrealized
CPA COPA HOLDINGS SA CLASS A (PANAMA) 0.0%
Value ($000) $0 Shares 4 Est. Cost $88.07 Unrealized -6.0%
EXPE EXPEDIA GROUP INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.99 Unrealized -6.8%
CLH CLEAN HARBORS INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $179.73 Unrealized +30.8%
TFC TRUIST FINL CORPORATION 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.38 Unrealized +18.6%
PLAY DAVE & BUSTERS ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.33 Unrealized -40.5%
ENLINK MIDSTREAM LLC COM UNIT REP LTD 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.64 Unrealized
LIBERTY MEDIA CORPORATION DEL COM LBTY LIV S A 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.38 Unrealized
H HYATT HOTELS CORPORATION COM CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.75 Unrealized +5.0%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.67 Unrealized
BATRK ATLANTA BRAVES HLDGS INCORPORATED COM SER C 0.0%
Value ($000) $0 Shares 6 Est. Cost $39.35 Unrealized +6.3%
CZR CAESARS ENTERTAINMENT INCORPORATED NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.25 Unrealized -13.3%
LIONS GATE ENTMNT CORPORATION CLASS B NON VTG (CANADA) 0.0%
Value ($000) $0 Shares 22 Est. Cost $9.32 Unrealized
ASIX ADVANSIX INCORPORATED 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.32 Unrealized +3.4%
GTX GARRETT MOTION INCORPORATED 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.20 Unrealized -8.6%
QURATE RETAIL INCORPORATED COM SER A 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.23 Unrealized
BATRA ATLANTA BRAVES HLDGS INCORPORATED COM SER A 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.24 Unrealized +4.9%
WFRD WEATHERFORD INTERNATIONAL PLC ORD SHS (IRELAND) 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.47 Unrealized +6.2%
TFLO ISHARES TR TRS FLT RT BD 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.50 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.44 Unrealized
WORKHORSE GROUP INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.23 Unrealized
VAL/WS VALARIS LIMITED WARRANT EXP 042928 (BERMUDA) 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.00 Unrealized