Gilliland Jeter Wealth Management LLC Diversified Active

Location: Little Rock, AR

CIK: 0002009886 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 23, 2026

Total Value: $331M (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INCORPORATED 9.2%
Value $30.52M Shares 112,262 Est. Cost $184.71 Unrealized +45.3%
NVDA NVIDIA CORPORATION 8.4%
Value $27.82M Shares 149,179 Est. Cost $133.28 Unrealized +39.7%
WMT WALMART INCORPORATED 3.9%
Value $12.92M Shares 116,001 Est. Cost $54.53 Unrealized +96.6%
IWF ISHARES TR RUS 1000 GRW ETF 3.7%
Value $12.1M Shares 25,558 Est. Cost $307.20 Unrealized
AMZN AMAZON COM INCORPORATED 3.1%
Value $10.17M Shares 44,050 Est. Cost $140.18 Unrealized +63.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 3.0%
Value $10.02M Shares 45,581 Est. Cost $171.68 Unrealized
MSFT MICROSOFT CORPORATION 2.9%
Value $9.537M Shares 19,721 Est. Cost $351.91 Unrealized +42.2%
META META PLATFORMS INCORPORATED CLASS A 2.3%
Value $7.746M Shares 11,735 Est. Cost $353.80 Unrealized +88.6%
JPM JPMORGAN CHASE & COMPANY. 2.3%
Value $7.594M Shares 23,568 Est. Cost $147.05 Unrealized +110.5%
T AT&T INCORPORATED 2.2%
Value $7.17M Shares 288,665 Est. Cost $14.76 Unrealized +71.3%
CAT CATERPILLAR INCORPORATED 2.1%
Value $6.987M Shares 12,196 Est. Cost $251.22 Unrealized +121.1%
VUG VANGUARD GROWTH ETF 1.7%
Value $5.574M Shares 11,425 Est. Cost $312.68 Unrealized
IYW ISHARES TR U.S. TECH ETF 1.5%
Value $4.798M Shares 24,027 Est. Cost $128.69 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 1.4%
Value $4.642M Shares 14,794 Est. Cost $137.15 Unrealized +108.8%
LRCX LAM RESEARCH CORPORATION COM NEW 1.3%
Value $4.205M Shares 24,566 Est. Cost $78.11 Unrealized +98.9%
IVV ISHARES TR CORE S&P500 ETF 1.3%
Value $4.205M Shares 6,139 Est. Cost $555.97 Unrealized
ORCL ORACLE CORPORATION 1.2%
Value $3.915M Shares 20,084 Est. Cost $107.24 Unrealized +122.0%
CVX CHEVRON CORPORATION NEW 1.2%
Value $3.887M Shares 25,501 Est. Cost $138.47 Unrealized +9.3%
V VISA INCORPORATED COM CLASS A 1.2%
Value $3.867M Shares 11,026 Est. Cost $242.67 Unrealized +40.3%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1.1%
Value $3.687M Shares 7,335 Est. Cost $352.29 Unrealized +41.2%
AFL AFLAC INCORPORATED 1.1%
Value $3.685M Shares 33,419 Est. Cost $76.99 Unrealized +42.7%
CRM SALESFORCE INCORPORATED 1.1%
Value $3.674M Shares 13,870 Est. Cost $227.42 Unrealized +9.1%
AVGO BROADCOM INCORPORATED 1.1%
Value $3.605M Shares 10,416 Est. Cost $173.75 Unrealized +105.5%
BSX BOSTON SCIENTIFIC CORPORATION 1.1%
Value $3.6M Shares 37,754 Est. Cost $54.49 Unrealized +79.9%
MPC MARATHON PETE CORPORATION 1.1%
Value $3.592M Shares 22,085 Est. Cost $141.98 Unrealized +31.3%
BAC BANK AMERICA CORPORATION 1.1%
Value $3.59M Shares 65,267 Est. Cost $27.74 Unrealized +89.8%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.1%
Value $3.584M Shares 11,450 Est. Cost $135.46 Unrealized +110.8%
VTV VANGUARD VALUE ETF 0.9%
Value $2.942M Shares 15,402 Est. Cost $149.50 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.9%
Value $2.941M Shares 13,982 Est. Cost $167.85 Unrealized
DTE DTE ENERGY COMPANY 0.9%
Value $2.892M Shares 22,425 Est. Cost $94.92 Unrealized +42.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.9%
Value $2.879M Shares 24,043 Est. Cost $50.71 Unrealized +126.4%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.8%
Value $2.789M Shares 4,924 Est. Cost $307.24 Unrealized +73.3%
JNJ JOHNSON & JOHNSON 0.8%
Value $2.602M Shares 12,571 Est. Cost $143.70 Unrealized +37.1%
MRK MERCK & COMPANY INCORPORATED 0.8%
Value $2.498M Shares 23,730 Est. Cost $98.26 Unrealized -5.1%
XOM EXXON MOBIL CORPORATION 0.8%
Value $2.492M Shares 20,705 Est. Cost $105.99 Unrealized +9.0%
WMB WILLIAMS COMPANIES INCORPORATED 0.7%
Value $2.249M Shares 37,407 Est. Cost $32.16 Unrealized +86.7%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.7%
Value $2.229M Shares 5,814 Est. Cost $295.69 Unrealized +35.5%
QQQ INVESCO QQQ TR 0.7%
Value $2.226M Shares 3,623 Est. Cost $511.66 Unrealized
COP CONOCOPHILLIPS 0.6%
Value $2.144M Shares 22,909 Est. Cost $109.22 Unrealized -17.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.6%
Value $2.102M Shares 5,093 Est. Cost $259.53 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.6%
Value $2.046M Shares 12,758 Est. Cost $84.15 Unrealized +82.5%
ALL ALLSTATE CORPORATION 0.6%
Value $1.992M Shares 9,568 Est. Cost $133.77 Unrealized +52.6%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.6%
Value $1.961M Shares 56,450 Est. Cost $35.40 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.6%
Value $1.942M Shares 6,221 Est. Cost $216.93 Unrealized +34.8%
SPY SPDR S&P 500 ETF 0.6%
Value $1.881M Shares 2,758 Est. Cost $482.96 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.5%
Value $1.77M Shares 15,348 Est. Cost $71.72 Unrealized +64.1%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.5%
Value $1.749M Shares 12,152 Est. Cost $172.31 Unrealized
LLY ELI LILLY & COMPANY 0.5%
Value $1.695M Shares 1,577 Est. Cost $666.58 Unrealized +43.4%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI 0.5%
Value $1.674M Shares 27,524 Est. Cost $54.66 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.5%
Value $1.491M Shares 78,202 Est. Cost $17.52 Unrealized
CADE CADENCE BANK 0.4%
Value $1.459M Shares 34,049 Est. Cost $23.50 Unrealized +67.7%
UNP UNION PAC CORPORATION 0.4%
Value $1.411M Shares 6,099 Est. Cost $209.54 Unrealized +8.5%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.4%
Value $1.395M Shares 8,992 Est. Cost $113.99 Unrealized
DTM DT MIDSTREAM INCORPORATED COMMON STOCK 0.4%
Value $1.342M Shares 11,212 Est. Cost $50.72 Unrealized +125.3%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.4%
Value $1.272M Shares 36,269 Est. Cost $30.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value $1.177M Shares 3,973 Est. Cost $141.50 Unrealized +111.2%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.4%
Value $1.169M Shares 37,151 Est. Cost $32.41 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value $1.163M Shares 9,436 Est. Cost $104.64 Unrealized
JBHT HUNT J B TRANS SVCS INCORPORATED 0.3%
Value $1.148M Shares 5,909 Est. Cost $181.12 Unrealized -5.3%
PG PROCTER AND GAMBLE COMPANY 0.3%
Value $1.147M Shares 8,006 Est. Cost $141.24 Unrealized +4.2%
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value $1.117M Shares 5,266 Est. Cost $199.68 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.3%
Value $1.111M Shares 3,891 Est. Cost $76.38 Unrealized +200.3%
WCN WASTE CONNECTIONS INCORPORATED (CANADA) 0.3%
Value $1.098M Shares 6,259 Est. Cost $135.64 Unrealized +27.4%
PANW PALO ALTO NETWORKS INCORPORATED 0.3%
Value $1.096M Shares 5,951 Est. Cost $161.31 Unrealized +25.1%
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value $1.09M Shares 1,264 Est. Cost $590.83 Unrealized +53.3%
TJX TJX COMPANIES INCORPORATED NEW 0.3%
Value $1.058M Shares 6,885 Est. Cost $88.11 Unrealized +67.6%
JHX JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND) 0.3%
Value $1.038M Shares 50,000 Est. Cost $20.06 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.3%
Value $1.037M Shares 59,773 Est. Cost $10.14 Unrealized +60.7%
STIP ISHARES TR 0-5 YR TIPS ETF 0.3%
Value $1.014M Shares 9,900 Est. Cost $98.89 Unrealized
CP CANADIAN PACIFIC KANSAS CITY (CANADA) 0.3%
Value $1.01M Shares 13,722 Est. Cost $72.24 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value $1.006M Shares 24,700 Est. Cost $31.70 Unrealized +27.7%
THC TENET HEALTHCARE CORPORATION COM NEW 0.3%
Value $980K Shares 4,932 Est. Cost $66.29 Unrealized +204.9%
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.3%
Value $931K Shares 6,753 Est. Cost $98.03 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value $931K Shares 14,790 Est. Cost $51.55 Unrealized
SNOW SNOWFLAKE INCORPORATED COM SHS 0.3%
Value $887K Shares 4,042 Est. Cost $174.61 Unrealized +39.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value $860K Shares 2,564 Est. Cost $262.40 Unrealized
TSLA TESLA INCORPORATED 0.3%
Value $854K Shares 1,898 Est. Cost $330.59 Unrealized +34.1%
MO ALTRIA GROUP INCORPORATED 0.2%
Value $822K Shares 14,255 Est. Cost $34.81 Unrealized +70.5%
COF CAPITAL ONE FINL CORPORATION 0.2%
Value $819K Shares 3,381 Est. Cost $133.52 Unrealized +66.4%
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value $813K Shares 1,424 Est. Cost $397.11 Unrealized +40.8%
BX BLACKSTONE INCORPORATED 0.2%
Value $809K Shares 5,251 Est. Cost $102.08 Unrealized +48.4%
CCI CROWN CASTLE INCORPORATED REIT 0.2%
Value $802K Shares 9,029 Est. Cost $96.08 Unrealized -5.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value $776K Shares 8,389 Est. Cost $80.04 Unrealized
AR ANTERO RESOURCES CORPORATION 0.2%
Value $771K Shares 22,385 Est. Cost $24.81 Unrealized +36.5%
BE BLOOM ENERGY CORPORATION COM CLASS A 0.2%
Value $756K Shares 8,700 Est. Cost $21.33 Unrealized +392.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value $752K Shares 2,488 Est. Cost $244.50 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value $739K Shares 3,004 Est. Cost $200.67 Unrealized
PGR PROGRESSIVE CORPORATION 0.2%
Value $738K Shares 3,240 Est. Cost $143.35 Unrealized +48.1%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.2%
Value $730K Shares 4,158 Est. Cost $186.13 Unrealized -3.1%
GABELLI DIVID & INCOME TR 0.2%
Value $721K Shares 25,957 Est. Cost $22.05 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.2%
Value $711K Shares 3,580 Est. Cost $175.48 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.2%
Value $701K Shares 1,341 Est. Cost $388.21 Unrealized +27.3%
RPM RPM INTERNATIONAL INCORPORATED 0.2%
Value $700K Shares 6,730 Est. Cost $101.38 Unrealized +6.8%
NOW SERVICENOW INCORPORATED 0.2%
Value $693K Shares 4,525 Est. Cost $164.06 Unrealized +4.6%
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value $685K Shares 4,424 Est. Cost $136.60 Unrealized
ISCG ISHARES TR MRGSTR SM CP GR 0.2%
Value $678K Shares 12,218 Est. Cost $49.14 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.2%
Value $668K Shares 2,314 Est. Cost $204.96 Unrealized +40.8%
ABT ABBOTT LABS 0.2%
Value $660K Shares 5,271 Est. Cost $98.08 Unrealized +29.8%
VIRTUS DIVERSIFIED INCM & CONV 0.2%
Value $660K Shares 25,098 Est. Cost $21.13 Unrealized
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 0.2%
Value $631K Shares 4,853 Est. Cost $87.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.2%
Value $622K Shares 3,838 Est. Cost $110.43 Unrealized +41.5%
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.2%
Value $600K Shares 8,653 Est. Cost $57.59 Unrealized +8.4%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value $580K Shares 12,607 Est. Cost $38.05 Unrealized +21.6%
PFE PFIZER INCORPORATED 0.2%
Value $560K Shares 22,498 Est. Cost $25.95 Unrealized -3.5%
LNG CHENIERE ENERGY INCORPORATED COM NEW 0.2%
Value $540K Shares 2,779 Est. Cost $228.22 Unrealized -8.0%
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP 0.2%
Value $534K Shares 9,256 Est. Cost $53.71 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.2%
Value $507K Shares 14,792 Est. Cost $34.26 Unrealized
HOMB HOME BANCSHARES INCORPORATED 0.2%
Value $506K Shares 18,212 Est. Cost $23.61 Unrealized +17.5%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.1%
Value $490K Shares 3,045 Est. Cost $67.76 Unrealized +137.0%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value $490K Shares 6,856 Est. Cost $66.20 Unrealized
DE DEERE & COMPANY 0.1%
Value $487K Shares 1,047 Est. Cost $376.68 Unrealized +24.2%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value $484K Shares 8,841 Est. Cost $40.54 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value $475K Shares 1,542 Est. Cost $117.25 Unrealized +156.5%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.1%
Value $471K Shares 12,204 Est. Cost $36.74 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value $470K Shares 1,734 Est. Cost $172.22 Unrealized +45.5%
BLK BLACKROCK INCORPORATED 0.1%
Value $467K Shares 437 Est. Cost $961.85 Unrealized +13.3%
HD HOME DEPOT INCORPORATED 0.1%
Value $466K Shares 1,355 Est. Cost $301.31 Unrealized +21.0%
MKL MARKEL GROUP INCORPORATED 0.1%
Value $456K Shares 212 Est. Cost $1418.73 Unrealized +42.8%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value $450K Shares 12,284 Est. Cost $41.82 Unrealized -17.0%
TLH ISHARES TR 10-20 YR TRS ETF 0.1%
Value $446K Shares 4,383 Est. Cost $102.67 Unrealized
EHC ENCOMPASS HEALTH CORPORATION 0.1%
Value $444K Shares 4,179 Est. Cost $67.00 Unrealized +72.7%
HUBB HUBBELL INCORPORATED 0.1%
Value $438K Shares 986 Est. Cost $428.19 Unrealized +2.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value $438K Shares 3,597 Est. Cost $82.39 Unrealized
CI THE CIGNA GROUP 0.1%
Value $436K Shares 1,585 Est. Cost $280.77 Unrealized -0.5%
IWB ISHARES TR RUS 1000 ETF 0.1%
Value $429K Shares 1,149 Est. Cost $264.91 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value $402K Shares 4,317 Est. Cost $50.13 Unrealized +72.8%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value $402K Shares 5,001 Est. Cost $57.28 Unrealized +41.5%
DRI DARDEN RESTAURANTS INCORPORATED 0.1%
Value $401K Shares 2,180 Est. Cost $141.79 Unrealized +28.4%
GEV GE VERNOVA INCORPORATED 0.1%
Value $389K Shares 596 Est. Cost $421.38 Unrealized +44.5%
STE STERIS PLC SHS USD (IRELAND) 0.1%
Value $379K Shares 1,495 Est. Cost $209.29 Unrealized +20.0%
ORI OLD REP INTERNATIONAL CORPORATION 0.1%
Value $375K Shares 8,226 Est. Cost $23.48 Unrealized +73.9%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value $372K Shares 6,908 Est. Cost $64.79 Unrealized -11.9%
GLD SPDR GOLD SHARES 0.1%
Value $371K Shares 937 Est. Cost $200.34 Unrealized
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 0.1%
Value $370K Shares 950 Est. Cost $217.31 Unrealized +90.3%
AMGN AMGEN INCORPORATED 0.1%
Value $366K Shares 1,119 Est. Cost $261.53 Unrealized +20.8%
CALAMOS DYNAMIC CONV & INCOME 0.1%
Value $360K Shares 17,237 Est. Cost $19.79 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value $350K Shares 398 Est. Cost $541.20 Unrealized +50.3%
ABBV ABBVIE INCORPORATED 0.1%
Value $349K Shares 1,525 Est. Cost $145.44 Unrealized +56.4%
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.1%
Value $338K Shares 6,427 Est. Cost $44.15 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value $331K Shares 6,263 Est. Cost $52.89 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.1%
Value $325K Shares 1,536 Est. Cost $179.99 Unrealized
FANG DIAMONDBACK ENERGY INCORPORATED 0.1%
Value $323K Shares 2,151 Est. Cost $144.81 Unrealized +1.6%
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value $315K Shares 11,621 Est. Cost $20.63 Unrealized +23.0%
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value $312K Shares 3,839 Est. Cost $74.59 Unrealized
SOFI SOFI TECHNOLOGIES INCORPORATED 0.1%
Value $301K Shares 11,500 Est. Cost $10.00 Unrealized +178.5%
PSX PHILLIPS 66 0.1%
Value $299K Shares 2,320 Est. Cost $112.13 Unrealized +19.5%
LIN LINDE PLC SHS (IRELAND) 0.1%
Value $296K Shares 693 Est. Cost $383.62 Unrealized +11.4%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value $290K Shares 6,386 Est. Cost $65.45 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.1%
Value $289K Shares 6,492 Est. Cost $36.73 Unrealized
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.1%
Value $288K Shares 1,326 Est. Cost $194.33 Unrealized +10.0%
ORLY OREILLY AUTOMOTIVE INCORPORATED 0.1%
Value $287K Shares 3,143 Est. Cost $89.87 Unrealized +8.7%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value $282K Shares 449 Est. Cost $532.77 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value $270K Shares 4,064 Est. Cost $52.33 Unrealized +25.4%
AKRE AKRE FOCUS ETF 0.1%
Value $258K Shares 3,944 Est. Cost $65.51 Unrealized
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value $258K Shares 1,046 Est. Cost $248.95 Unrealized -0.6%
VTR VENTAS INCORPORATED REIT 0.1%
Value $257K Shares 3,323 Est. Cost $62.10 Unrealized +20.7%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.1%
Value $256K Shares 5,039 Est. Cost $43.31 Unrealized 0.0%
MBB ISHARES TR MBS ETF 0.1%
Value $256K Shares 2,685 Est. Cost $95.23 Unrealized
MUSA MURPHY USA INCORPORATED 0.1%
Value $242K Shares 599 Est. Cost $398.44 Unrealized -3.8%
QCOM QUALCOMM INCORPORATED 0.1%
Value $238K Shares 1,392 Est. Cost $120.98 Unrealized +41.2%
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.1%
Value $234K Shares 20,576 Est. Cost $9.24 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value $234K Shares 633 Est. Cost $216.72 Unrealized +64.7%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value $229K Shares 8,435 Est. Cost $26.63 Unrealized
SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR 0.1%
Value $227K Shares 12,055 Est. Cost $17.43 Unrealized +6.3%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.1%
Value $227K Shares 7,880 Est. Cost $23.37 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT 0.1%
Value $225K Shares 5,079 Est. Cost $42.22 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value $214K Shares 4,650 Est. Cost $40.56 Unrealized
IIIV I3 VERTICALS INCORPORATED COM CLASS A 0.1%
Value $212K Shares 8,400 Est. Cost $25.33 Unrealized +11.1%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.1%
Value $209K Shares 5,076 Est. Cost $41.91 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value $207K Shares 4,278 Est. Cost $48.32 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.1%
Value $204K Shares 3,150 Est. Cost $64.79 Unrealized
HAL HALLIBURTON COMPANY 0.1%
Value $201K Shares 7,100 Est. Cost $26.29 Unrealized 0.0%
SMR NUSCALE PWR CORPORATION CLASS A COM 0.1%
Value $174K Shares 12,309 Est. Cost $28.60 Unrealized 0.0%
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value $55,356 Shares 12,384 Est. Cost $1.85 Unrealized +128.7%