Advyzon Investment Management, LLC Diversified Active

CIK: 0002011872 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $282,908 (100.0% shares, 0.0% debt)

Holdings (284)

VTI VANGUARD INDEX FDS 8.7%
Value ($000) $24,645 Shares 89,669 Est. Cost $289.81 Unrealized
BND VANGUARD BD INDEX FDS 4.8%
Value ($000) $13,503 Shares 183,841 Est. Cost $71.91 Unrealized
SPDW SPDR INDEX SHS FDS 4.3%
Value ($000) $12,170 Shares 334,252 Est. Cost $34.13 Unrealized
STXV EA SERIES TRUST 4.3%
Value ($000) $12,095 Shares 396,435 Est. Cost $29.51 Unrealized
STXG EA SERIES TRUST 3.7%
Value ($000) $10,454 Shares 261,015 Est. Cost $42.59 Unrealized
VO VANGUARD INDEX FDS 3.3%
Value ($000) $9,272 Shares 35,852 Est. Cost $264.13 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $8,500 Shares 15,127 Est. Cost $572.54 Unrealized
SPEM SPDR INDEX SHS FDS 2.5%
Value ($000) $7,189 Shares 182,593 Est. Cost $38.37 Unrealized
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $6,692 Shares 38,742 Est. Cost $169.75 Unrealized
BUXX EA SERIES TRUST 2.1%
Value ($000) $6,038 Shares 297,304 Est. Cost $20.29 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,513 Shares 12,022 Est. Cost $416.62 Unrealized -2.8%
DSEP FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $3,734 Shares 94,107 Est. Cost $40.55 Unrealized
ANGL VANECK ETF TRUST 1.3%
Value ($000) $3,589 Shares 124,350 Est. Cost $28.67 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $3,541 Shares 32,669 Est. Cost $133.82 Unrealized -5.3%
VTEB VANGUARD MUN BD FDS 1.1%
Value ($000) $3,248 Shares 65,457 Est. Cost $50.13 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,169 Shares 14,266 Est. Cost $233.16 Unrealized -1.0%
STXM EA SERIES TRUST 1.1%
Value ($000) $3,129 Shares 127,365 Est. Cost $25.86 Unrealized
META META PLATFORMS INC 1.1%
Value ($000) $3,064 Shares 5,316 Est. Cost $585.74 Unrealized +9.8%
AMZN AMAZON COM INC 1.1%
Value ($000) $3,011 Shares 15,825 Est. Cost $208.30 Unrealized +4.2%
SCHP SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,717 Shares 101,048 Est. Cost $26.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,661 Shares 4,997 Est. Cost $461.73 Unrealized +5.3%
VGIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,348 Shares 39,523 Est. Cost $58.07 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,250 Shares 37,597 Est. Cost $59.79 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,081 Shares 73,912 Est. Cost $30.78 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,999 Shares 21,647 Est. Cost $92.35 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $1,917 Shares 23,459 Est. Cost $79.52 Unrealized
USFR WISDOMTREE TR 0.6%
Value ($000) $1,748 Shares 34,737 Est. Cost $50.32 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,740 Shares 11,918 Est. Cost $137.57 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1,599 Shares 8,584 Est. Cost $198.18 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,593 Shares 10,196 Est. Cost $178.71 Unrealized +2.1%
TOTL SSGA ACTIVE ETF TR 0.6%
Value ($000) $1,582 Shares 39,270 Est. Cost $39.39 Unrealized
WMT WALMART INC 0.6%
Value ($000) $1,574 Shares 17,929 Est. Cost $85.80 Unrealized +8.3%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,541 Shares 18,869 Est. Cost $79.16 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $1,511 Shares 14,334 Est. Cost $106.55 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,480 Shares 29,719 Est. Cost $48.33 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,433 Shares 5,529 Est. Cost $329.16 Unrealized +1.2%
STXK EA SERIES TRUST 0.5%
Value ($000) $1,418 Shares 49,391 Est. Cost $30.70 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,354 Shares 14,492 Est. Cost $85.66 Unrealized
HYD VANECK ETF TRUST 0.5%
Value ($000) $1,350 Shares 26,379 Est. Cost $51.88 Unrealized
GLDM WORLD GOLD TR 0.5%
Value ($000) $1,282 Shares 20,718 Est. Cost $51.99 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,226 Shares 2,386 Est. Cost $538.81 Unrealized
STXT EA SERIES TRUST 0.4%
Value ($000) $1,200 Shares 59,645 Est. Cost $19.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,166 Shares 2,226 Est. Cost $546.63 Unrealized -8.6%
AVGO BROADCOM INC 0.4%
Value ($000) $1,158 Shares 6,916 Est. Cost $196.88 Unrealized +6.6%
SPLB SPDR SER TR 0.4%
Value ($000) $1,156 Shares 51,209 Est. Cost $22.23 Unrealized
V VISA INC 0.4%
Value ($000) $1,155 Shares 3,295 Est. Cost $307.61 Unrealized +9.3%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,148 Shares 5,561 Est. Cost $229.42 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,139 Shares 6,682 Est. Cost $165.70 Unrealized -1.1%
CGUS CAPITAL GROUP CORE EQUITY ET 0.4%
Value ($000) $1,135 Shares 33,989 Est. Cost $34.97 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,122 Shares 3,895 Est. Cost $277.14 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,088 Shares 13,787 Est. Cost $78.76 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,077 Shares 4,390 Est. Cost $228.03 Unrealized +10.0%
STRV EA SERIES TRUST 0.4%
Value ($000) $1,042 Shares 28,902 Est. Cost $37.49 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $1,025 Shares 21,895 Est. Cost $51.85 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,017 Shares 12,992 Est. Cost $77.27 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $1,010 Shares 14,853 Est. Cost $69.37 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $1,004 Shares 1,215 Est. Cost $822.68 Unrealized +0.5%
USIG ISHARES TR 0.3%
Value ($000) $980 Shares 19,181 Est. Cost $50.28 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $970 Shares 8,159 Est. Cost $112.21 Unrealized -4.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $926 Shares 1,976 Est. Cost $511.21 Unrealized
MOAT VANECK ETF TRUST 0.3%
Value ($000) $919 Shares 10,438 Est. Cost $92.73 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $914 Shares 5,514 Est. Cost $149.83 Unrealized +1.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $906 Shares 5,861 Est. Cost $176.69 Unrealized +2.3%
GOVT ISHARES TR 0.3%
Value ($000) $873 Shares 37,980 Est. Cost $22.98 Unrealized
AVDE AMERICAN CENTY ETF TR 0.3%
Value ($000) $841 Shares 12,687 Est. Cost $61.43 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.3%
Value ($000) $821 Shares 9,989 Est. Cost $93.27 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $820 Shares 11,399 Est. Cost $81.58 Unrealized
HODL VANECK BITCOIN ETF 0.3%
Value ($000) $820 Shares 35,178 Est. Cost $45.67 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.3%
Value ($000) $820 Shares 21,318 Est. Cost $38.66 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $806 Shares 7,892 Est. Cost $102.18 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $794 Shares 15,872 Est. Cost $50.15 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $783 Shares 2,136 Est. Cost $397.26 Unrealized -4.2%
MRK MERCK & CO INC 0.3%
Value ($000) $779 Shares 8,680 Est. Cost $97.47 Unrealized -7.5%
VGLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $765 Shares 13,276 Est. Cost $55.35 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $759 Shares 7,865 Est. Cost $96.76 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $743 Shares 5,312 Est. Cost $170.51 Unrealized -5.2%
NFLX NETFLIX INC 0.3%
Value ($000) $709 Shares 760 Est. Cost $85.52 Unrealized +11.2%
KIE SPDR SER TR 0.3%
Value ($000) $707 Shares 11,686 Est. Cost $60.53 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $706 Shares 13,592 Est. Cost $48.16 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $688 Shares 14,925 Est. Cost $45.20 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $675 Shares 11,441 Est. Cost $54.93 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $672 Shares 3,208 Est. Cost $177.41 Unrealized +6.8%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $666 Shares 1,228 Est. Cost $620.25 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $660 Shares 2,977 Est. Cost $240.29 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $642 Shares 3,254 Est. Cost $223.17 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $618 Shares 1,127 Est. Cost $514.68 Unrealized +5.3%
WCMI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $617 Shares 43,615 Est. Cost $13.16 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $616 Shares 3,685 Est. Cost $145.50 Unrealized +3.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $615 Shares 1,967 Est. Cost $292.89 Unrealized 0.0%
TLT ISHARES TR 0.2%
Value ($000) $607 Shares 6,669 Est. Cost $87.38 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $605 Shares 14,223 Est. Cost $42.61 Unrealized
BA BOEING CO 0.2%
Value ($000) $604 Shares 3,539 Est. Cost $156.93 Unrealized +10.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $589 Shares 3,708 Est. Cost $123.71 Unrealized +10.7%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $587 Shares 20,621 Est. Cost $29.63 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $582 Shares 2,384 Est. Cost $220.71 Unrealized +1.2%
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $579 Shares 13,742 Est. Cost $42.15 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $561 Shares 1,134 Est. Cost $553.02 Unrealized 0.0%
SMMU PIMCO ETF TR 0.2%
Value ($000) $552 Shares 11,043 Est. Cost $49.84 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $548 Shares 13,133 Est. Cost $42.83 Unrealized +1.9%
CAML PROFESIONALLY MANAGED PORTFO 0.2%
Value ($000) $543 Shares 17,070 Est. Cost $33.56 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $543 Shares 7,775 Est. Cost $68.24 Unrealized
TLTW ISHARES TR 0.2%
Value ($000) $538 Shares 22,379 Est. Cost $23.69 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $536 Shares 8,692 Est. Cost $55.37 Unrealized +8.5%
KO COCA COLA CO 0.2%
Value ($000) $530 Shares 7,404 Est. Cost $63.99 Unrealized +1.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $519 Shares 3,009 Est. Cost $156.98 Unrealized +3.3%
FMHI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $511 Shares 10,693 Est. Cost $48.29 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $509 Shares 1,800 Est. Cost $233.14 Unrealized +5.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $509 Shares 5,192 Est. Cost $95.88 Unrealized +5.3%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $509 Shares 1,630 Est. Cost $354.51 Unrealized -1.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $499 Shares 2,776 Est. Cost $190.72 Unrealized -4.5%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $494 Shares 10,112 Est. Cost $49.01 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $494 Shares 23,847 Est. Cost $21.02 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $490 Shares 2,949 Est. Cost $179.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $477 Shares 10,514 Est. Cost $39.40 Unrealized +0.5%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $477 Shares 6,639 Est. Cost $66.67 Unrealized +10.5%
QXO QXO INC 0.2%
Value ($000) $477 Shares 35,198 Est. Cost $15.62 Unrealized -12.9%
NOW SERVICENOW INC 0.2%
Value ($000) $474 Shares 595 Est. Cost $192.75 Unrealized 0.0%
BIL SPDR SER TR 0.2%
Value ($000) $471 Shares 5,136 Est. Cost $91.45 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $471 Shares 3,547 Est. Cost $115.33 Unrealized +8.8%
UNP UNION PAC CORP 0.2%
Value ($000) $466 Shares 1,975 Est. Cost $230.73 Unrealized +2.1%
GSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $460 Shares 13,316 Est. Cost $35.04 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $451 Shares 9,482 Est. Cost $56.77 Unrealized
SMMD ISHARES TR 0.2%
Value ($000) $451 Shares 7,210 Est. Cost $68.00 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $448 Shares 2,066 Est. Cost $212.87 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $447 Shares 5,672 Est. Cost $78.85 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $447 Shares 1,929 Est. Cost $218.39 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $447 Shares 1,000 Est. Cost $523.49 Unrealized -14.4%
PEP PEPSICO INC 0.2%
Value ($000) $432 Shares 2,880 Est. Cost $151.97 Unrealized -5.6%
MS MORGAN STANLEY 0.2%
Value ($000) $430 Shares 3,688 Est. Cost $119.51 Unrealized +5.4%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $429 Shares 3,275 Est. Cost $131.72 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $426 Shares 3,922 Est. Cost $106.96 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $426 Shares 6,989 Est. Cost $52.58 Unrealized +5.5%
STXD EA SERIES TRUST 0.1%
Value ($000) $424 Shares 13,096 Est. Cost $32.67 Unrealized
MAGS LISTED FD TR 0.1%
Value ($000) $415 Shares 9,055 Est. Cost $54.42 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $406 Shares 4,513 Est. Cost $83.84 Unrealized +4.3%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $404 Shares 3,117 Est. Cost $109.48 Unrealized +15.8%
DIV GLOBAL X FDS 0.1%
Value ($000) $404 Shares 21,442 Est. Cost $18.03 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $401 Shares 1,476 Est. Cost $336.84 Unrealized -8.4%
PFF ISHARES TR 0.1%
Value ($000) $397 Shares 12,906 Est. Cost $31.34 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $388 Shares 7,033 Est. Cost $55.22 Unrealized -2.4%
ARKQ ARK ETF TR 0.1%
Value ($000) $380 Shares 5,738 Est. Cost $66.26 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $372 Shares 9,426 Est. Cost $41.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $364 Shares 1,190 Est. Cost $290.29 Unrealized +1.8%
FLOT ISHARES TR 0.1%
Value ($000) $357 Shares 7,001 Est. Cost $50.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $354 Shares 1,424 Est. Cost $216.31 Unrealized +10.7%
PFE PFIZER INC 0.1%
Value ($000) $353 Shares 13,941 Est. Cost $25.12 Unrealized -1.6%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $352 Shares 2,929 Est. Cost $116.97 Unrealized -2.8%
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $350 Shares 27,319 Est. Cost $12.71 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $348 Shares 4,412 Est. Cost $78.01 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $346 Shares 1,590 Est. Cost $189.52 Unrealized 0.0%
STIP ISHARES TR 0.1%
Value ($000) $341 Shares 3,297 Est. Cost $100.60 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $339 Shares 9,223 Est. Cost $36.79 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $339 Shares 3,301 Est. Cost $111.19 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $338 Shares 1,487 Est. Cost $244.60 Unrealized +1.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $338 Shares 342 Est. Cost $1025.88 Unrealized 0.0%
EMTL SSGA ACTIVE TR 0.1%
Value ($000) $336 Shares 7,806 Est. Cost $42.10 Unrealized
SDIV GLOBAL X FDS 0.1%
Value ($000) $335 Shares 15,983 Est. Cost $20.63 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $333 Shares 3,784 Est. Cost $74.36 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $333 Shares 14,648 Est. Cost $21.88 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $332 Shares 8,442 Est. Cost $35.59 Unrealized
KR KROGER CO 0.1%
Value ($000) $331 Shares 4,897 Est. Cost $57.34 Unrealized +8.6%
TSN TYSON FOODS INC 0.1%
Value ($000) $330 Shares 5,168 Est. Cost $57.96 Unrealized -1.9%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $328 Shares 7,828 Est. Cost $42.85 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $325 Shares 1,586 Est. Cost $233.27 Unrealized -7.0%
REM ISHARES TR 0.1%
Value ($000) $323 Shares 14,390 Est. Cost $21.40 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $323 Shares 2,269 Est. Cost $130.08 Unrealized -0.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $322 Shares 1,597 Est. Cost $215.71 Unrealized -1.3%
CRM SALESFORCE INC 0.1%
Value ($000) $321 Shares 1,197 Est. Cost $315.10 Unrealized -1.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $319 Shares 5,319 Est. Cost $51.03 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $319 Shares 7,762 Est. Cost $41.73 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $318 Shares 2,018 Est. Cost $141.64 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $314 Shares 1,515 Est. Cost $190.08 Unrealized +0.6%
CB CHUBB LIMITED 0.1%
Value ($000) $313 Shares 1,035 Est. Cost $281.36 Unrealized -1.8%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $311 Shares 6,321 Est. Cost $48.93 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $310 Shares 8,408 Est. Cost $39.74 Unrealized -11.8%
XHLF BONDBLOXX ETF TRUST 0.1%
Value ($000) $310 Shares 6,153 Est. Cost $50.36 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $309 Shares 2,014 Est. Cost $159.68 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $308 Shares 1,556 Est. Cost $224.51 Unrealized -7.2%
FUMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $305 Shares 15,158 Est. Cost $20.09 Unrealized
EG EVEREST GROUP LTD 0.1%
Value ($000) $303 Shares 834 Est. Cost $349.73 Unrealized 0.0%
SNA SNAP ON INC 0.1%
Value ($000) $302 Shares 895 Est. Cost $327.91 Unrealized +1.2%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $299 Shares 6,238 Est. Cost $49.98 Unrealized -6.4%
MORT VANECK ETF TRUST 0.1%
Value ($000) $298 Shares 26,717 Est. Cost $10.87 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $298 Shares 4,657 Est. Cost $66.24 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $294 Shares 2,221 Est. Cost $118.27 Unrealized +5.5%
QYLD GLOBAL X FDS 0.1%
Value ($000) $294 Shares 17,689 Est. Cost $17.96 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $293 Shares 9,400 Est. Cost $33.48 Unrealized -4.1%
BX BLACKSTONE INC 0.1%
Value ($000) $293 Shares 2,097 Est. Cost $168.78 Unrealized -6.3%
SGOV ISHARES TR 0.1%
Value ($000) $290 Shares 2,880 Est. Cost $100.68 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $288 Shares 3,681 Est. Cost $77.67 Unrealized 0.0%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $288 Shares 4,880 Est. Cost $56.72 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $288 Shares 2,853 Est. Cost $100.70 Unrealized 0.0%
QUAL ISHARES TR 0.1%
Value ($000) $288 Shares 1,683 Est. Cost $178.09 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $283 Shares 961 Est. Cost $304.00 Unrealized -1.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $282 Shares 3,011 Est. Cost $87.83 Unrealized 0.0%
DTCR GLOBAL X FDS 0.1%
Value ($000) $280 Shares 17,212 Est. Cost $16.55 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $277 Shares 2,634 Est. Cost $102.31 Unrealized -5.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $275 Shares 631 Est. Cost $394.28 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $275 Shares 2,781 Est. Cost $103.95 Unrealized +2.3%
IVW ISHARES TR 0.1%
Value ($000) $273 Shares 2,944 Est. Cost $101.52 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $272 Shares 1,124 Est. Cost $221.89 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $272 Shares 9,617 Est. Cost $21.51 Unrealized +13.2%
BITB BITWISE BITCOIN ETF TR 0.1%
Value ($000) $271 Shares 6,034 Est. Cost $44.88 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $270 Shares 1,013 Est. Cost $243.03 Unrealized 0.0%
SUB ISHARES TR 0.1%
Value ($000) $270 Shares 2,554 Est. Cost $105.46 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $270 Shares 5,528 Est. Cost $51.25 Unrealized
DOL WISDOMTREE TR 0.1%
Value ($000) $269 Shares 4,882 Est. Cost $49.51 Unrealized
PBDC PUTNAM ETF TRUST 0.1%
Value ($000) $268 Shares 7,724 Est. Cost $34.48 Unrealized
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $266 Shares 10,539 Est. Cost $26.07 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $263 Shares 8,475 Est. Cost $31.02 Unrealized
LOPE GRAND CANYON ED INC 0.1%
Value ($000) $260 Shares 1,501 Est. Cost $173.61 Unrealized 0.0%
DVYE ISHARES INC 0.1%
Value ($000) $260 Shares 9,515 Est. Cost $27.29 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $259 Shares 2,812 Est. Cost $84.51 Unrealized -0.5%
GE GE AEROSPACE 0.1%
Value ($000) $258 Shares 1,291 Est. Cost $195.73 Unrealized 0.0%
DOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $258 Shares 6,734 Est. Cost $39.37 Unrealized
SRET GLOBAL X FDS 0.1%
Value ($000) $257 Shares 12,112 Est. Cost $21.20 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $256 Shares 2,424 Est. Cost $105.54 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $255 Shares 2,325 Est. Cost $119.00 Unrealized -0.2%
PODD INSULET CORP 0.1%
Value ($000) $253 Shares 963 Est. Cost $270.64 Unrealized 0.0%
BSJT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $250 Shares 11,864 Est. Cost $21.39 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $244 Shares 1,047 Est. Cost $261.54 Unrealized -7.4%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $243 Shares 2,209 Est. Cost $105.85 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $243 Shares 3,823 Est. Cost $72.05 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $241 Shares 255 Est. Cost $970.56 Unrealized 0.0%
SPYM SPDR SER TR 0.1%
Value ($000) $238 Shares 3,626 Est. Cost $68.95 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $238 Shares 557 Est. Cost $451.22 Unrealized -0.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $237 Shares 882 Est. Cost $292.46 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $235 Shares 1,930 Est. Cost $120.10 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $231 Shares 3,263 Est. Cost $68.66 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $231 Shares 2,335 Est. Cost $98.92 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $231 Shares 847 Est. Cost $255.81 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $222 Shares 915 Est. Cost $219.85 Unrealized +5.5%
AMGN AMGEN INC 0.1%
Value ($000) $222 Shares 712 Est. Cost $286.05 Unrealized +0.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $218 Shares 1,948 Est. Cost $87.00 Unrealized +15.5%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $218 Shares 1,689 Est. Cost $127.58 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.1%
Value ($000) $217 Shares 1,896 Est. Cost $60.87 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $216 Shares 1,132 Est. Cost $190.85 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $214 Shares 1,465 Est. Cost $169.70 Unrealized 0.0%
EASTERLY GOVT PPTYS INC 0.1%
Value ($000) $214 Shares 20,194 Est. Cost $10.60 Unrealized
USSG DBX ETF TR 0.1%
Value ($000) $214 Shares 4,249 Est. Cost $53.94 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $214 Shares 3,656 Est. Cost $52.12 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $213 Shares 1,449 Est. Cost $147.98 Unrealized 0.0%
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $213 Shares 14,813 Est. Cost $16.34 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $212 Shares 2,986 Est. Cost $65.38 Unrealized +14.0%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $212 Shares 2,931 Est. Cost $118.54 Unrealized -10.3%
ISCF ISHARES TR 0.1%
Value ($000) $211 Shares 6,260 Est. Cost $33.68 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $211 Shares 995 Est. Cost $198.41 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $210 Shares 671 Est. Cost $343.44 Unrealized +0.8%
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $210 Shares 5,125 Est. Cost $41.96 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $209 Shares 2,865 Est. Cost $72.04 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $206 Shares 3,045 Est. Cost $57.99 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $205 Shares 6,896 Est. Cost $29.69 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $205 Shares 6,604 Est. Cost $33.88 Unrealized 0.0%
JBBB JANUS DETROIT STR TR 0.1%
Value ($000) $204 Shares 4,190 Est. Cost $48.67 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $203 Shares 419 Est. Cost $466.00 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $203 Shares 1,662 Est. Cost $110.55 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $202 Shares 814 Est. Cost $250.69 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $199 Shares 7,933 Est. Cost $27.87 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $198 Shares 3,365 Est. Cost $52.47 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $197 Shares 298 Est. Cost $693.11 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $197 Shares 3,003 Est. Cost $67.73 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $196 Shares 417 Est. Cost $413.99 Unrealized +11.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $196 Shares 527 Est. Cost $410.37 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $188 Shares 1,104 Est. Cost $184.92 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $185 Shares 1,940 Est. Cost $108.97 Unrealized 0.0%
PATH UIPATH INC 0.1%
Value ($000) $181 Shares 17,618 Est. Cost $12.87 Unrealized 0.0%
WOOF PETCO HEALTH & WELLNESS CO I 0.1%
Value ($000) $181 Shares 59,341 Est. Cost $3.66 Unrealized -14.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $168 Shares 1,992 Est. Cost $87.82 Unrealized 0.0%
KBWD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $152 Shares 10,496 Est. Cost $14.67 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $132 Shares 373 Est. Cost $381.06 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $127 Shares 203 Est. Cost $682.18 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $126 Shares 254 Est. Cost $539.78 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $123 Shares 42,995 Est. Cost $2.66 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $121 Shares 645 Est. Cost $188.16 Unrealized
LUCK LUCKY STRIKE ENTERTAINMENT C 0.0%
Value ($000) $100 Shares 10,292 Est. Cost $10.17 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $91 Shares 1,657 Est. Cost $55.08 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $89 Shares 1,103 Est. Cost $80.37 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $84 Shares 895 Est. Cost $93.80 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $74 Shares 366 Est. Cost $202.15 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $66 Shares 11,165 Est. Cost $5.91 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $6 Shares 207 Est. Cost $28.41 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $104.68 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 108 Est. Cost $29.15 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 8 Est. Cost $58.88 Unrealized