Gilliland Jeter Wealth Management LLC Diversified Active

CIK: 0002009886 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value ($000): $307,097 (100.0% shares, 0.0% debt)

Holdings (178)

NVDA NVIDIA CORPORATION 8.0%
Value ($000) $24,524 Shares 155,223 Est. Cost $133.28 Unrealized -5.6%
AAPL APPLE INCORPORATED 7.8%
Value ($000) $24,037 Shares 117,157 Est. Cost $184.71 Unrealized +9.0%
WMT WALMART INCORPORATED 3.9%
Value ($000) $11,840 Shares 121,086 Est. Cost $54.53 Unrealized +73.8%
IWF ISHARES TR RUS 1000 GRW ETF 3.6%
Value ($000) $11,189 Shares 26,352 Est. Cost $307.20 Unrealized
MSFT MICROSOFT CORPORATION 3.4%
Value ($000) $10,324 Shares 20,756 Est. Cost $351.91 Unrealized +22.9%
AMZN AMAZON COM INCORPORATED 3.2%
Value ($000) $9,894 Shares 45,100 Est. Cost $140.18 Unrealized +41.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 3.0%
Value ($000) $9,335 Shares 45,612 Est. Cost $171.68 Unrealized
T AT&T INCORPORATED 2.7%
Value ($000) $8,332 Shares 287,921 Est. Cost $14.62 Unrealized +84.5%
META META PLATFORMS INCORPORATED CLASS A 2.7%
Value ($000) $8,222 Shares 11,139 Est. Cost $337.53 Unrealized +82.7%
JPM JPMORGAN CHASE & COMPANY. 2.3%
Value ($000) $7,128 Shares 24,586 Est. Cost $147.68 Unrealized +71.1%
CAT CATERPILLAR INCORPORATED 1.6%
Value ($000) $4,976 Shares 12,819 Est. Cost $251.22 Unrealized +31.7%
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $4,975 Shares 11,348 Est. Cost $312.68 Unrealized
ORCL ORACLE CORPORATION 1.5%
Value ($000) $4,612 Shares 21,093 Est. Cost $107.24 Unrealized +50.0%
BSX BOSTON SCIENTIFIC CORPORATION 1.4%
Value ($000) $4,222 Shares 39,310 Est. Cost $54.49 Unrealized +85.7%
IYW ISHARES TR U.S. TECH ETF 1.3%
Value ($000) $3,988 Shares 23,014 Est. Cost $124.69 Unrealized
V VISA INCORPORATED COM CLASS A 1.3%
Value ($000) $3,922 Shares 11,047 Est. Cost $242.67 Unrealized +43.0%
MPC MARATHON PETE CORPORATION 1.3%
Value ($000) $3,844 Shares 23,139 Est. Cost $141.98 Unrealized +4.2%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.2%
Value ($000) $3,828 Shares 7,881 Est. Cost $352.29 Unrealized +44.2%
CVX CHEVRON CORPORATION NEW 1.2%
Value ($000) $3,638 Shares 25,407 Est. Cost $138.33 Unrealized -1.0%
AFL AFLAC INCORPORATED 1.2%
Value ($000) $3,610 Shares 34,232 Est. Cost $76.99 Unrealized +34.6%
CRM SALESFORCE INCORPORATED 1.1%
Value ($000) $3,292 Shares 12,071 Est. Cost $223.60 Unrealized +19.0%
BAC BANK AMERICA CORPORATION 1.0%
Value ($000) $3,083 Shares 65,142 Est. Cost $27.74 Unrealized +49.4%
AVGO BROADCOM INCORPORATED 1.0%
Value ($000) $3,078 Shares 11,165 Est. Cost $173.75 Unrealized +24.3%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $2,970 Shares 22,425 Est. Cost $94.92 Unrealized +38.3%
IVV ISHARES TR CORE S&P500 ETF 1.0%
Value ($000) $2,937 Shares 4,731 Est. Cost $519.78 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.9%
Value ($000) $2,897 Shares 16,332 Est. Cost $137.15 Unrealized +20.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.9%
Value ($000) $2,834 Shares 26,833 Est. Cost $50.71 Unrealized +80.9%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.9%
Value ($000) $2,803 Shares 6,667 Est. Cost $295.69 Unrealized +40.4%
VTV VANGUARD VALUE ETF 0.9%
Value ($000) $2,722 Shares 15,402 Est. Cost $149.50 Unrealized
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.9%
Value ($000) $2,668 Shares 4,909 Est. Cost $301.15 Unrealized +73.6%
IWD ISHARES TR RUS 1000 VAL ETF 0.8%
Value ($000) $2,609 Shares 13,432 Est. Cost $166.75 Unrealized
LRCX LAM RESEARCH CORPORATION COM NEW 0.8%
Value ($000) $2,573 Shares 26,432 Est. Cost $78.11 Unrealized +1.0%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $2,517 Shares 23,350 Est. Cost $105.99 Unrealized -1.4%
WMB WILLIAMS COMPANIES INCORPORATED 0.8%
Value ($000) $2,445 Shares 38,934 Est. Cost $32.16 Unrealized +79.3%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.8%
Value ($000) $2,340 Shares 12,848 Est. Cost $84.15 Unrealized +98.9%
COP CONOCOPHILLIPS 0.7%
Value ($000) $2,147 Shares 23,924 Est. Cost $109.22 Unrealized -19.4%
MRK MERCK & COMPANY INCORPORATED 0.7%
Value ($000) $2,116 Shares 26,726 Est. Cost $98.26 Unrealized -21.2%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.7%
Value ($000) $2,089 Shares 11,854 Est. Cost $135.46 Unrealized +20.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,939 Shares 12,696 Est. Cost $143.70 Unrealized +5.0%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,918 Shares 3,104 Est. Cost $482.96 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.6%
Value ($000) $1,910 Shares 6,591 Est. Cost $216.93 Unrealized +32.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.6%
Value ($000) $1,860 Shares 5,079 Est. Cost $259.53 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.6%
Value ($000) $1,792 Shares 7,076 Est. Cost $192.65 Unrealized
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.6%
Value ($000) $1,773 Shares 59,224 Est. Cost $35.40 Unrealized
ALL ALLSTATE CORPORATION 0.6%
Value ($000) $1,754 Shares 8,713 Est. Cost $127.09 Unrealized +54.9%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.5%
Value ($000) $1,593 Shares 15,348 Est. Cost $71.72 Unrealized +42.2%
INSP INSPIRE MED SYSTEMS INCORPORATED 0.5%
Value ($000) $1,519 Shares 11,708 Est. Cost $162.01 Unrealized -10.5%
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.5%
Value ($000) $1,491 Shares 78,615 Est. Cost $17.52 Unrealized
UNP UNION PAC CORPORATION 0.5%
Value ($000) $1,448 Shares 6,296 Est. Cost $209.24 Unrealized +4.4%
PANW PALO ALTO NETWORKS INCORPORATED 0.4%
Value ($000) $1,327 Shares 6,486 Est. Cost $161.31 Unrealized +15.1%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.4%
Value ($000) $1,326 Shares 8,987 Est. Cost $113.99 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.4%
Value ($000) $1,311 Shares 8,226 Est. Cost $141.24 Unrealized +13.8%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.4%
Value ($000) $1,306 Shares 36,882 Est. Cost $30.34 Unrealized
DTM DT MIDSTREAM INCORPORATED COMMON STOCK 0.4%
Value ($000) $1,232 Shares 11,212 Est. Cost $50.72 Unrealized +95.5%
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.4%
Value ($000) $1,206 Shares 9,918 Est. Cost $87.67 Unrealized
LLY ELI LILLY & COMPANY 0.4%
Value ($000) $1,203 Shares 1,543 Est. Cost $665.01 Unrealized +16.3%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,193 Shares 2,162 Est. Cost $443.37 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value ($000) $1,190 Shares 1,202 Est. Cost $573.49 Unrealized +72.8%
WCN WASTE CONNECTIONS INCORPORATED (CANADA) 0.4%
Value ($000) $1,176 Shares 6,297 Est. Cost $135.64 Unrealized +41.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $1,169 Shares 3,967 Est. Cost $141.50 Unrealized +79.4%
SPGI S&P GLOBAL INCORPORATED 0.4%
Value ($000) $1,129 Shares 2,141 Est. Cost $388.21 Unrealized +27.9%
CADE CADENCE BANK 0.4%
Value ($000) $1,104 Shares 34,535 Est. Cost $23.50 Unrealized +24.9%
IRDM IRIDIUM COMMUNICATIONS INCORPORATED 0.4%
Value ($000) $1,103 Shares 36,561 Est. Cost $34.60 Unrealized -24.8%
CP CANADIAN PACIFIC KC (CANADA) 0.4%
Value ($000) $1,103 Shares 13,914 Est. Cost $72.24 Unrealized +6.0%
TJX TJX COMPANIES INCORPORATED NEW 0.4%
Value ($000) $1,086 Shares 8,798 Est. Cost $88.11 Unrealized +42.9%
UNH UNITEDHEALTH GROUP INCORPORATED 0.4%
Value ($000) $1,084 Shares 3,476 Est. Cost $509.95 Unrealized -26.5%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $1,041 Shares 24,060 Est. Cost $31.44 Unrealized +33.0%
STIP ISHARES TR 0-5 YR TIPS ETF 0.3%
Value ($000) $1,039 Shares 10,095 Est. Cost $98.84 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.3%
Value ($000) $1,030 Shares 61,444 Est. Cost $10.14 Unrealized +45.0%
AR ANTERO RESOURCES CORPORATION 0.3%
Value ($000) $942 Shares 23,385 Est. Cost $24.81 Unrealized +52.6%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.3%
Value ($000) $920 Shares 4,164 Est. Cost $186.13 Unrealized +13.0%
SNOW SNOWFLAKE INCORPORATED CLASS A 0.3%
Value ($000) $913 Shares 4,082 Est. Cost $174.61 Unrealized +3.5%
NOW SERVICENOW INCORPORATED 0.3%
Value ($000) $891 Shares 867 Est. Cost $132.52 Unrealized +42.4%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value ($000) $873 Shares 14,734 Est. Cost $51.55 Unrealized
PGR PROGRESSIVE CORPORATION 0.3%
Value ($000) $869 Shares 3,255 Est. Cost $143.35 Unrealized +79.7%
THC TENET HEALTHCARE CORPORATION COM NEW 0.3%
Value ($000) $868 Shares 4,932 Est. Cost $66.29 Unrealized +127.1%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI 0.3%
Value ($000) $857 Shares 15,728 Est. Cost $50.52 Unrealized
JBHT HUNT J B TRANS SVCS INCORPORATED 0.3%
Value ($000) $849 Shares 5,909 Est. Cost $181.12 Unrealized -24.2%
MO ALTRIA GROUP INCORPORATED 0.3%
Value ($000) $845 Shares 14,413 Est. Cost $34.81 Unrealized +60.7%
ALLETE INCORPORATED COM NEW 0.3%
Value ($000) $839 Shares 13,096 Est. Cost $61.16 Unrealized
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.3%
Value ($000) $833 Shares 6,880 Est. Cost $98.03 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $810 Shares 1,442 Est. Cost $397.11 Unrealized +38.9%
HOMB HOME BANCSHARES INCORPORATED 0.3%
Value ($000) $804 Shares 28,237 Est. Cost $23.61 Unrealized +17.8%
BX BLACKSTONE INCORPORATED 0.3%
Value ($000) $795 Shares 5,313 Est. Cost $102.08 Unrealized +32.4%
CCI CROWN CASTLE INCORPORATED REIT 0.3%
Value ($000) $794 Shares 7,726 Est. Cost $96.06 Unrealized +2.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $791 Shares 2,603 Est. Cost $262.40 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.3%
Value ($000) $785 Shares 4,790 Est. Cost $136.21 Unrealized +11.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $770 Shares 8,467 Est. Cost $80.04 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.2%
Value ($000) $751 Shares 4,108 Est. Cost $174.22 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.2%
Value ($000) $742 Shares 4,044 Est. Cost $110.43 Unrealized +54.4%
RPM RPM INTERNATIONAL INCORPORATED 0.2%
Value ($000) $732 Shares 6,668 Est. Cost $101.38 Unrealized +8.5%
COF CAPITAL ONE FINL CORPORATION 0.2%
Value ($000) $717 Shares 3,368 Est. Cost $133.52 Unrealized +38.6%
ABT ABBOTT LABS 0.2%
Value ($000) $713 Shares 5,243 Est. Cost $98.08 Unrealized +33.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $710 Shares 6,445 Est. Cost $96.47 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.2%
Value ($000) $688 Shares 21,644 Est. Cost $41.82 Unrealized -25.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $688 Shares 2,483 Est. Cost $244.50 Unrealized
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $660 Shares 25,383 Est. Cost $21.93 Unrealized
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.2%
Value ($000) $651 Shares 2,674 Est. Cost $228.77 Unrealized +1.2%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $649 Shares 3,008 Est. Cost $200.67 Unrealized
XLV SPDR HEALTH CARE SELECT 0.2%
Value ($000) $596 Shares 4,423 Est. Cost $136.60 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $591 Shares 12,557 Est. Cost $38.05 Unrealized +11.7%
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value ($000) $590 Shares 2,303 Est. Cost $204.96 Unrealized +13.7%
TSLA TESLA INCORPORATED 0.2%
Value ($000) $585 Shares 1,841 Est. Cost $328.10 Unrealized -8.2%
VIRTUS DIVERSIFIED INCM & CONV 0.2%
Value ($000) $563 Shares 24,606 Est. Cost $20.98 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $557 Shares 2,849 Est. Cost $190.58 Unrealized
ISCG ISHARES TR MRGSTR SM CP GR 0.2%
Value ($000) $546 Shares 10,971 Est. Cost $48.44 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $523 Shares 1,581 Est. Cost $280.77 Unrealized +13.2%
89BIO INCORPORATED 0.2%
Value ($000) $518 Shares 52,749 Est. Cost $10.09 Unrealized
HD HOME DEPOT INCORPORATED 0.2%
Value ($000) $502 Shares 1,370 Est. Cost $300.35 Unrealized +18.5%
DE DEERE & COMPANY 0.2%
Value ($000) $488 Shares 959 Est. Cost $368.07 Unrealized +31.7%
EHC ENCOMPASS HEALTH CORPORATION 0.2%
Value ($000) $480 Shares 3,917 Est. Cost $63.75 Unrealized +78.3%
DRI DARDEN RESTAURANTS INCORPORATED 0.2%
Value ($000) $479 Shares 2,198 Est. Cost $141.79 Unrealized +44.1%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.2%
Value ($000) $477 Shares 7,066 Est. Cost $64.79 Unrealized +0.5%
MU MICRON TECHNOLOGY INCORPORATED 0.2%
Value ($000) $468 Shares 3,801 Est. Cost $73.96 Unrealized +26.1%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $465 Shares 19,173 Est. Cost $26.27 Unrealized -14.9%
BLK BLACKROCK INCORPORATED 0.1%
Value ($000) $454 Shares 432 Est. Cost $961.85 Unrealized -3.0%
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 0.1%
Value ($000) $441 Shares 1,008 Est. Cost $217.31 Unrealized +80.8%
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP 0.1%
Value ($000) $435 Shares 8,165 Est. Cost $53.28 Unrealized
MKL MARKEL GROUP INCORPORATED 0.1%
Value ($000) $423 Shares 212 Est. Cost $1418.73 Unrealized +32.2%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $421 Shares 5,001 Est. Cost $57.28 Unrealized +37.8%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $421 Shares 8,723 Est. Cost $40.35 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $410 Shares 1,724 Est. Cost $172.22 Unrealized +19.6%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $397 Shares 1,170 Est. Cost $264.91 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $397 Shares 1,542 Est. Cost $117.47 Unrealized +86.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $392 Shares 3,591 Est. Cost $82.39 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $387 Shares 3,838 Est. Cost $134.26 Unrealized -29.9%
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $385 Shares 1,379 Est. Cost $261.53 Unrealized +6.2%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.1%
Value ($000) $373 Shares 7,581 Est. Cost $57.01 Unrealized -20.1%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $363 Shares 4,455 Est. Cost $52.33 Unrealized +46.4%
STE STERIS PLC SHS USD (IRELAND) 0.1%
Value ($000) $363 Shares 1,509 Est. Cost $209.29 Unrealized +10.8%
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $346 Shares 4,324 Est. Cost $50.13 Unrealized +41.9%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.1%
Value ($000) $346 Shares 3,000 Est. Cost $66.12 Unrealized +51.3%
CALAMOS DYNAMIC CONV & INCOME 0.1%
Value ($000) $344 Shares 17,037 Est. Cost $19.78 Unrealized
LIN LINDE PLC SHS (IRELAND) 0.1%
Value ($000) $323 Shares 689 Est. Cost $383.62 Unrealized +17.9%
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value ($000) $319 Shares 2,325 Est. Cost $144.81 Unrealized -6.0%
ORI OLD REP INTERNATIONAL CORPORATION 0.1%
Value ($000) $316 Shares 8,226 Est. Cost $23.48 Unrealized +48.5%
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.1%
Value ($000) $314 Shares 6,373 Est. Cost $44.15 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.1%
Value ($000) $309 Shares 2,268 Est. Cost $117.28 Unrealized 0.0%
GEV GE VERNOVA INCORPORATED 0.1%
Value ($000) $306 Shares 579 Est. Cost $415.97 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.1%
Value ($000) $301 Shares 1,378 Est. Cost $194.33 Unrealized -0.8%
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $300 Shares 1,536 Est. Cost $179.99 Unrealized
CROX CROCS INCORPORATED 0.1%
Value ($000) $290 Shares 2,865 Est. Cost $113.94 Unrealized -10.5%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $287 Shares 1,544 Est. Cost $145.44 Unrealized +25.6%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $286 Shares 937 Est. Cost $200.34 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.1%
Value ($000) $281 Shares 3,120 Est. Cost $89.87 Unrealized +1.5%
XLB SPDR MATERIALS SELECT SECTOR FUND 0.1%
Value ($000) $280 Shares 3,193 Est. Cost $85.54 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $277 Shares 2,318 Est. Cost $112.13 Unrealized -2.4%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value ($000) $275 Shares 6,460 Est. Cost $36.73 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value ($000) $273 Shares 11,597 Est. Cost $20.63 Unrealized -0.2%
JAMES HARDIE INDUSTRIES PLC SPONSORED ADR (IRELAND) 0.1%
Value ($000) $269 Shares 10,000 Est. Cost $26.89 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $266 Shares 468 Est. Cost $525.77 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $265 Shares 375 Est. Cost $527.23 Unrealized +8.4%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $261 Shares 820 Est. Cost $209.99 Unrealized +33.0%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.1%
Value ($000) $261 Shares 4,650 Est. Cost $60.28 Unrealized -15.6%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $257 Shares 1,038 Est. Cost $248.95 Unrealized -4.7%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $255 Shares 9,604 Est. Cost $26.63 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.1%
Value ($000) $244 Shares 6,866 Est. Cost $35.58 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.1%
Value ($000) $244 Shares 5,867 Est. Cost $41.93 Unrealized
MUSA MURPHY USA INCORPORATED 0.1%
Value ($000) $244 Shares 599 Est. Cost $398.44 Unrealized +13.7%
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.1%
Value ($000) $241 Shares 20,576 Est. Cost $9.24 Unrealized
NYLI MACKAY DEFINEDTERM MUNI 0.1%
Value ($000) $239 Shares 16,177 Est. Cost $16.26 Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.1%
Value ($000) $231 Shares 3,285 Est. Cost $70.42 Unrealized
IIIV I3 VERTICALS INCORPORATED COM CLASS A 0.1%
Value ($000) $231 Shares 8,400 Est. Cost $25.33 Unrealized -1.0%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $231 Shares 990 Est. Cost $182.04 Unrealized +9.7%
SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR 0.1%
Value ($000) $227 Shares 11,975 Est. Cost $17.43 Unrealized +8.0%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $220 Shares 1,381 Est. Cost $120.98 Unrealized +19.9%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.1%
Value ($000) $218 Shares 5,039 Est. Cost $37.70 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $213 Shares 4,774 Est. Cost $40.56 Unrealized
VTR VENTAS INCORPORATED REIT 0.1%
Value ($000) $210 Shares 3,323 Est. Cost $62.10 Unrealized +3.0%
SOFI SOFI TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $209 Shares 11,500 Est. Cost $10.00 Unrealized +31.8%
IQV IQVIA HLDGS INCORPORATED 0.1%
Value ($000) $209 Shares 1,324 Est. Cost $208.82 Unrealized -27.9%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value ($000) $206 Shares 3,900 Est. Cost $52.83 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value ($000) $205 Shares 3,230 Est. Cost $63.48 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.1%
Value ($000) $203 Shares 8,500 Est. Cost $19.36 Unrealized 0.0%
ETR ENTERGY CORPORATION NEW 0.1%
Value ($000) $201 Shares 2,421 Est. Cost $63.55 Unrealized +27.9%
UNITI GROUP INCORPORATED REIT 0.0%
Value ($000) $83 Shares 19,172 Est. Cost $5.90 Unrealized
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $24 Shares 12,384 Est. Cost $1.85 Unrealized -15.0%
SAFETY SHOT INCORPORATED COM NEW 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.33 Unrealized