Gilliland Jeter Wealth Management LLC Diversified Active

CIK: 0002009886 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $324,018 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INCORPORATED 8.9%
Value ($000) $28,909 Shares 113,534 Est. Cost $184.71 Unrealized +22.1%
NVDA NVIDIA CORPORATION 8.6%
Value ($000) $27,828 Shares 149,147 Est. Cost $133.28 Unrealized +30.8%
WMT WALMART INCORPORATED 3.8%
Value ($000) $12,200 Shares 118,376 Est. Cost $54.53 Unrealized +82.0%
IWF ISHARES TR RUS 1000 GRW ETF 3.7%
Value ($000) $11,885 Shares 25,373 Est. Cost $307.20 Unrealized
MSFT MICROSOFT CORPORATION 3.2%
Value ($000) $10,305 Shares 19,896 Est. Cost $351.91 Unrealized +44.6%
AMZN AMAZON COM INCORPORATED 3.1%
Value ($000) $9,907 Shares 45,121 Est. Cost $140.18 Unrealized +61.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 3.0%
Value ($000) $9,843 Shares 45,612 Est. Cost $171.68 Unrealized
META META PLATFORMS INCORPORATED CLASS A 2.5%
Value ($000) $8,193 Shares 11,156 Est. Cost $337.53 Unrealized +120.2%
T AT&T INCORPORATED 2.5%
Value ($000) $8,042 Shares 284,790 Est. Cost $14.62 Unrealized +92.0%
JPM JPMORGAN CHASE & COMPANY. 2.3%
Value ($000) $7,511 Shares 23,810 Est. Cost $147.68 Unrealized +100.4%
CAT CATERPILLAR INCORPORATED 1.8%
Value ($000) $5,821 Shares 12,200 Est. Cost $251.22 Unrealized +69.3%
ORCL ORACLE CORPORATION 1.8%
Value ($000) $5,714 Shares 20,319 Est. Cost $107.24 Unrealized +137.0%
VUG VANGUARD GROWTH ETF 1.7%
Value ($000) $5,485 Shares 11,437 Est. Cost $312.68 Unrealized
IYW ISHARES TR U.S. TECH ETF 1.4%
Value ($000) $4,455 Shares 22,745 Est. Cost $124.69 Unrealized
MPC MARATHON PETE CORPORATION 1.3%
Value ($000) $4,257 Shares 22,089 Est. Cost $141.98 Unrealized +22.9%
CVX CHEVRON CORPORATION NEW 1.2%
Value ($000) $3,918 Shares 25,228 Est. Cost $138.33 Unrealized +10.1%
AFL AFLAC INCORPORATED 1.2%
Value ($000) $3,825 Shares 34,244 Est. Cost $76.99 Unrealized +35.3%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.2%
Value ($000) $3,818 Shares 7,594 Est. Cost $352.29 Unrealized +37.5%
BSX BOSTON SCIENTIFIC CORPORATION 1.2%
Value ($000) $3,792 Shares 38,837 Est. Cost $54.49 Unrealized +90.0%
V VISA INCORPORATED COM CLASS A 1.2%
Value ($000) $3,771 Shares 11,048 Est. Cost $242.67 Unrealized +42.2%
AVGO BROADCOM INCORPORATED 1.1%
Value ($000) $3,678 Shares 11,149 Est. Cost $173.75 Unrealized +76.0%
IVV ISHARES TR CORE S&P500 ETF 1.1%
Value ($000) $3,610 Shares 5,394 Est. Cost $538.16 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.1%
Value ($000) $3,598 Shares 14,773 Est. Cost $137.15 Unrealized +53.1%
LRCX LAM RESEARCH CORPORATION COM NEW 1.1%
Value ($000) $3,548 Shares 26,501 Est. Cost $78.11 Unrealized +35.1%
BAC BANK AMERICA CORPORATION 1.0%
Value ($000) $3,363 Shares 65,189 Est. Cost $27.74 Unrealized +74.3%
CRM SALESFORCE INCORPORATED 1.0%
Value ($000) $3,315 Shares 13,988 Est. Cost $227.42 Unrealized +10.6%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $3,172 Shares 22,425 Est. Cost $94.92 Unrealized +42.1%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.9%
Value ($000) $2,889 Shares 11,886 Est. Cost $135.46 Unrealized +54.4%
VTV VANGUARD VALUE ETF 0.9%
Value ($000) $2,872 Shares 15,402 Est. Cost $149.50 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.9%
Value ($000) $2,819 Shares 13,846 Est. Cost $167.85 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.8%
Value ($000) $2,747 Shares 24,986 Est. Cost $50.71 Unrealized +110.7%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.8%
Value ($000) $2,657 Shares 5,810 Est. Cost $295.69 Unrealized +51.6%
WMB WILLIAMS COMPANIES INCORPORATED 0.7%
Value ($000) $2,373 Shares 37,451 Est. Cost $32.16 Unrealized +79.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,359 Shares 12,723 Est. Cost $143.70 Unrealized +18.0%
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $2,355 Shares 20,884 Est. Cost $105.99 Unrealized +3.5%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.7%
Value ($000) $2,273 Shares 5,082 Est. Cost $307.24 Unrealized +56.2%
COP CONOCOPHILLIPS 0.7%
Value ($000) $2,263 Shares 23,928 Est. Cost $109.22 Unrealized -14.6%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.6%
Value ($000) $2,069 Shares 12,758 Est. Cost $84.15 Unrealized +96.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.6%
Value ($000) $2,046 Shares 5,084 Est. Cost $259.53 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.6%
Value ($000) $2,016 Shares 24,023 Est. Cost $98.26 Unrealized -17.6%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.6%
Value ($000) $1,994 Shares 7,076 Est. Cost $192.65 Unrealized
ALL ALLSTATE CORPORATION 0.6%
Value ($000) $1,978 Shares 9,216 Est. Cost $131.08 Unrealized +52.7%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.6%
Value ($000) $1,970 Shares 57,170 Est. Cost $35.40 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,826 Shares 2,741 Est. Cost $482.96 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.6%
Value ($000) $1,801 Shares 6,380 Est. Cost $216.93 Unrealized +26.9%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.5%
Value ($000) $1,727 Shares 15,348 Est. Cost $71.72 Unrealized +50.8%
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.5%
Value ($000) $1,509 Shares 78,848 Est. Cost $17.52 Unrealized
UNP UNION PAC CORPORATION 0.4%
Value ($000) $1,417 Shares 5,996 Est. Cost $209.24 Unrealized +6.6%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.4%
Value ($000) $1,413 Shares 43,601 Est. Cost $32.41 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,398 Shares 2,328 Est. Cost $454.56 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.4%
Value ($000) $1,387 Shares 8,990 Est. Cost $113.99 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.4%
Value ($000) $1,324 Shares 36,796 Est. Cost $30.34 Unrealized
PANW PALO ALTO NETWORKS INCORPORATED 0.4%
Value ($000) $1,321 Shares 6,486 Est. Cost $161.31 Unrealized +18.7%
CADE CADENCE BANK 0.4%
Value ($000) $1,285 Shares 34,219 Est. Cost $23.50 Unrealized +51.5%
DTM DT MIDSTREAM INCORPORATED COMMON STOCK 0.4%
Value ($000) $1,268 Shares 11,212 Est. Cost $50.72 Unrealized +103.4%
PG PROCTER AND GAMBLE COMPANY 0.4%
Value ($000) $1,246 Shares 8,113 Est. Cost $141.24 Unrealized +9.7%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI 0.4%
Value ($000) $1,208 Shares 20,412 Est. Cost $52.51 Unrealized
LLY ELI LILLY & COMPANY 0.4%
Value ($000) $1,201 Shares 1,575 Est. Cost $666.58 Unrealized +11.4%
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value ($000) $1,137 Shares 1,228 Est. Cost $581.60 Unrealized +64.5%
IBM INTERNATIONAL BUSINESS MACHINES 0.3%
Value ($000) $1,120 Shares 3,970 Est. Cost $141.50 Unrealized +83.4%
WCN WASTE CONNECTIONS INCORPORATED (CANADA) 0.3%
Value ($000) $1,100 Shares 6,259 Est. Cost $135.64 Unrealized +34.1%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $1,069 Shares 24,319 Est. Cost $31.56 Unrealized +34.6%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.3%
Value ($000) $1,056 Shares 61,162 Est. Cost $10.14 Unrealized +65.9%
STIP ISHARES TR 0-5 YR TIPS ETF 0.3%
Value ($000) $1,055 Shares 10,210 Est. Cost $98.89 Unrealized
CP CANADIAN PACIFIC KANSAS CITY (CANADA) 0.3%
Value ($000) $1,037 Shares 13,915 Est. Cost $72.24 Unrealized +5.5%
TJX TJX COMPANIES INCORPORATED NEW 0.3%
Value ($000) $1,013 Shares 7,011 Est. Cost $88.11 Unrealized +50.1%
THC TENET HEALTHCARE CORPORATION COM NEW 0.3%
Value ($000) $1,001 Shares 4,932 Est. Cost $66.29 Unrealized +167.7%
MO ALTRIA GROUP INCORPORATED 0.3%
Value ($000) $940 Shares 14,223 Est. Cost $34.81 Unrealized +76.5%
IVW ISHARES TR S&P 500 GRWT ETF 0.3%
Value ($000) $922 Shares 7,634 Est. Cost $100.25 Unrealized
SNOW SNOWFLAKE INCORPORATED COM SHS 0.3%
Value ($000) $921 Shares 4,082 Est. Cost $174.61 Unrealized +23.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value ($000) $914 Shares 14,758 Est. Cost $51.55 Unrealized
BX BLACKSTONE INCORPORATED 0.3%
Value ($000) $902 Shares 5,281 Est. Cost $102.08 Unrealized +66.0%
89BIO INCORPORATED 0.3%
Value ($000) $889 Shares 60,499 Est. Cost $10.68 Unrealized
ALLETE INCORPORATED COM NEW 0.3%
Value ($000) $870 Shares 13,096 Est. Cost $61.16 Unrealized
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.3%
Value ($000) $866 Shares 6,753 Est. Cost $98.03 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.3%
Value ($000) $852 Shares 4,380 Est. Cost $175.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $841 Shares 2,564 Est. Cost $262.40 Unrealized
TSLA TESLA INCORPORATED 0.3%
Value ($000) $826 Shares 1,857 Est. Cost $328.10 Unrealized +5.7%
CCI CROWN CASTLE INCORPORATED REIT 0.3%
Value ($000) $826 Shares 8,556 Est. Cost $96.36 Unrealized +2.8%
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $820 Shares 1,442 Est. Cost $397.11 Unrealized +44.4%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.2%
Value ($000) $801 Shares 4,167 Est. Cost $186.13 Unrealized +9.9%
PGR PROGRESSIVE CORPORATION 0.2%
Value ($000) $800 Shares 3,239 Est. Cost $143.35 Unrealized +61.6%
NOW SERVICENOW INCORPORATED 0.2%
Value ($000) $798 Shares 867 Est. Cost $132.52 Unrealized +40.9%
JBHT HUNT J B TRANS SVCS INCORPORATED 0.2%
Value ($000) $793 Shares 5,909 Est. Cost $181.12 Unrealized -20.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $792 Shares 8,458 Est. Cost $80.04 Unrealized
RPM RPM INTERNATIONAL INCORPORATED 0.2%
Value ($000) $789 Shares 6,697 Est. Cost $101.38 Unrealized +18.4%
AR ANTERO RESOURCES CORPORATION 0.2%
Value ($000) $751 Shares 22,385 Est. Cost $24.81 Unrealized +34.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $740 Shares 2,485 Est. Cost $244.50 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $737 Shares 3,569 Est. Cost $193.79 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.2%
Value ($000) $730 Shares 1,499 Est. Cost $388.21 Unrealized +37.5%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $728 Shares 3,008 Est. Cost $200.67 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.2%
Value ($000) $719 Shares 8,500 Est. Cost $19.36 Unrealized +139.9%
COF CAPITAL ONE FINL CORPORATION 0.2%
Value ($000) $717 Shares 3,373 Est. Cost $133.52 Unrealized +63.1%
ABT ABBOTT LABS 0.2%
Value ($000) $703 Shares 5,249 Est. Cost $98.08 Unrealized +33.2%
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $696 Shares 25,669 Est. Cost $21.98 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value ($000) $694 Shares 2,309 Est. Cost $204.96 Unrealized +34.7%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.2%
Value ($000) $687 Shares 4,080 Est. Cost $110.43 Unrealized +61.0%
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.2%
Value ($000) $652 Shares 4,853 Est. Cost $87.67 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.2%
Value ($000) $644 Shares 3,846 Est. Cost $74.59 Unrealized +71.4%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $642 Shares 12,595 Est. Cost $38.05 Unrealized +31.7%
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.2%
Value ($000) $634 Shares 2,697 Est. Cost $228.77 Unrealized +2.7%
XLV SPDR HEALTH CARE SELECT 0.2%
Value ($000) $616 Shares 4,424 Est. Cost $136.60 Unrealized
ISCG ISHARES TR MRGSTR SM CP GR 0.2%
Value ($000) $597 Shares 10,984 Est. Cost $48.44 Unrealized
IRDM IRIDIUM COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $592 Shares 33,882 Est. Cost $34.60 Unrealized -28.6%
VIRTUS DIVERSIFIED INCM & CONV 0.2%
Value ($000) $588 Shares 24,398 Est. Cost $20.98 Unrealized
PFE PFIZER INCORPORATED 0.2%
Value ($000) $576 Shares 22,597 Est. Cost $25.95 Unrealized -7.0%
HD HOME DEPOT INCORPORATED 0.2%
Value ($000) $561 Shares 1,385 Est. Cost $301.31 Unrealized +29.2%
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP 0.2%
Value ($000) $527 Shares 9,242 Est. Cost $53.71 Unrealized
HOMB HOME BANCSHARES INCORPORATED 0.2%
Value ($000) $515 Shares 18,212 Est. Cost $23.61 Unrealized +23.0%
BLK BLACKROCK INCORPORATED 0.2%
Value ($000) $505 Shares 433 Est. Cost $961.85 Unrealized +15.3%
EHC ENCOMPASS HEALTH CORPORATION 0.2%
Value ($000) $498 Shares 3,918 Est. Cost $63.75 Unrealized +86.1%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $477 Shares 13,606 Est. Cost $41.82 Unrealized -19.6%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $466 Shares 8,723 Est. Cost $40.35 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $462 Shares 1,536 Est. Cost $117.47 Unrealized +132.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $456 Shares 1,583 Est. Cost $280.77 Unrealized +4.4%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.1%
Value ($000) $445 Shares 2,992 Est. Cost $66.12 Unrealized +105.1%
DE DEERE & COMPANY 0.1%
Value ($000) $444 Shares 970 Est. Cost $369.45 Unrealized +32.5%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.1%
Value ($000) $438 Shares 7,719 Est. Cost $57.00 Unrealized -0.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $433 Shares 3,595 Est. Cost $82.39 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $431 Shares 6,907 Est. Cost $64.79 Unrealized -2.1%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value ($000) $426 Shares 1,165 Est. Cost $264.91 Unrealized
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 0.1%
Value ($000) $425 Shares 1,008 Est. Cost $217.31 Unrealized +96.3%
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $424 Shares 1,724 Est. Cost $172.22 Unrealized +38.8%
HUBB HUBBELL INCORPORATED 0.1%
Value ($000) $423 Shares 983 Est. Cost $428.19 Unrealized 0.0%
DRI DARDEN RESTAURANTS INCORPORATED 0.1%
Value ($000) $419 Shares 2,198 Est. Cost $141.79 Unrealized +43.7%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $417 Shares 5,001 Est. Cost $57.28 Unrealized +44.4%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value ($000) $410 Shares 6,043 Est. Cost $65.50 Unrealized
MKL MARKEL GROUP INCORPORATED 0.1%
Value ($000) $405 Shares 212 Est. Cost $1418.73 Unrealized +38.2%
STE STERIS PLC SHS USD (IRELAND) 0.1%
Value ($000) $374 Shares 1,512 Est. Cost $209.29 Unrealized +14.2%
GEV GE VERNOVA INCORPORATED 0.1%
Value ($000) $366 Shares 596 Est. Cost $421.38 Unrealized +43.7%
CALAMOS DYNAMIC CONV & INCOME 0.1%
Value ($000) $363 Shares 17,237 Est. Cost $19.79 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $362 Shares 4,324 Est. Cost $50.13 Unrealized +60.5%
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $356 Shares 1,263 Est. Cost $261.53 Unrealized +9.6%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $353 Shares 1,525 Est. Cost $145.44 Unrealized +38.9%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.1%
Value ($000) $353 Shares 9,325 Est. Cost $36.18 Unrealized
ORI OLD REP INTERNATIONAL CORPORATION 0.1%
Value ($000) $349 Shares 8,226 Est. Cost $23.48 Unrealized +53.5%
TLH ISHARES TR 10-20 YR TRS ETF 0.1%
Value ($000) $343 Shares 3,335 Est. Cost $102.99 Unrealized
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.1%
Value ($000) $337 Shares 3,124 Est. Cost $89.87 Unrealized +11.9%
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value ($000) $335 Shares 2,340 Est. Cost $144.81 Unrealized -2.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $333 Shares 937 Est. Cost $200.34 Unrealized
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.1%
Value ($000) $333 Shares 6,401 Est. Cost $44.15 Unrealized
LIN LINDE PLC SHS (IRELAND) 0.1%
Value ($000) $327 Shares 689 Est. Cost $383.62 Unrealized +22.7%
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $321 Shares 1,536 Est. Cost $179.99 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $314 Shares 2,308 Est. Cost $112.13 Unrealized +12.7%
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $309 Shares 388 Est. Cost $534.19 Unrealized +37.6%
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value ($000) $306 Shares 11,609 Est. Cost $20.63 Unrealized +23.8%
SOFI SOFI TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $304 Shares 11,500 Est. Cost $10.00 Unrealized +137.2%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.1%
Value ($000) $302 Shares 1,326 Est. Cost $194.33 Unrealized +14.8%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $295 Shares 4,467 Est. Cost $52.33 Unrealized +37.9%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value ($000) $288 Shares 6,464 Est. Cost $36.73 Unrealized
XLB SPDR MATERIALS SELECT SECTOR FUND 0.1%
Value ($000) $286 Shares 3,193 Est. Cost $85.54 Unrealized
IIIV I3 VERTICALS INCORPORATED COM CLASS A 0.1%
Value ($000) $273 Shares 8,400 Est. Cost $25.33 Unrealized +19.0%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $271 Shares 1,038 Est. Cost $248.95 Unrealized +3.4%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value ($000) $262 Shares 4,921 Est. Cost $52.92 Unrealized
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF 0.1%
Value ($000) $259 Shares 6,237 Est. Cost $41.91 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $256 Shares 418 Est. Cost $525.77 Unrealized
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.1%
Value ($000) $248 Shares 20,576 Est. Cost $9.24 Unrealized
NYLI MACKAY DEFINEDTERM MUNI 0.1%
Value ($000) $245 Shares 16,177 Est. Cost $16.26 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $243 Shares 8,904 Est. Cost $26.63 Unrealized
VTR VENTAS INCORPORATED REIT 0.1%
Value ($000) $233 Shares 3,323 Est. Cost $62.10 Unrealized +6.8%
MUSA MURPHY USA INCORPORATED 0.1%
Value ($000) $233 Shares 599 Est. Cost $398.44 Unrealized -0.9%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $231 Shares 1,387 Est. Cost $120.98 Unrealized +29.9%
SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR 0.1%
Value ($000) $230 Shares 12,014 Est. Cost $17.43 Unrealized +14.5%
ETR ENTERGY CORPORATION NEW 0.1%
Value ($000) $226 Shares 2,421 Est. Cost $63.55 Unrealized +37.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $221 Shares 4,780 Est. Cost $40.56 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value ($000) $219 Shares 3,007 Est. Cost $72.77 Unrealized
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT 0.1%
Value ($000) $214 Shares 5,079 Est. Cost $42.22 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $208 Shares 990 Est. Cost $182.04 Unrealized +13.8%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $201 Shares 604 Est. Cost $209.99 Unrealized +50.7%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $118 Shares 10,505 Est. Cost $11.22 Unrealized
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $42 Shares 12,384 Est. Cost $1.85 Unrealized +50.8%
SAFETY SHOT INCORPORATED COM NEW 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.33 Unrealized