Accordant Advisory Group Inc Diversified Active

CIK: 0002013499 · Show all filings

Period: Q1 2024 (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $133,797 (100.0% shares, 0.0% debt)

Holdings (199)

COWZ PACER US CASH COWS 100 ETF 6.0%
Value ($000) $8,048 Shares 138,499 Est. Cost $58.11 Unrealized
TCAF T. ROWE PRICE CAPITAL APPREC EQ ETF 5.6%
Value ($000) $7,527 Shares 249,004 Est. Cost $30.23 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 5.6%
Value ($000) $7,499 Shares 433,451 Est. Cost $17.30 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 5.4%
Value ($000) $7,202 Shares 98,296 Est. Cost $73.27 Unrealized
FPI FARMLAND PARTNERS INC 4.1%
Value ($000) $5,490 Shares 494,607 Est. Cost $11.10 Unrealized
OUNZ VANECK MERK GOLD TRUST 3.3%
Value ($000) $4,457 Shares 207,485 Est. Cost $21.48 Unrealized
BIL SPDR BLMBG 1-3 MTH T-BILL ETF 3.1%
Value ($000) $4,127 Shares 44,958 Est. Cost $91.80 Unrealized
MPC MARATHON PETROLEUM CORP 2.8%
Value ($000) $3,761 Shares 18,663 Est. Cost $164.35 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TRUST 2.8%
Value ($000) $3,700 Shares 446,307 Est. Cost $8.29 Unrealized
LNG CHENIERE ENERGY INC 2.3%
Value ($000) $3,114 Shares 19,307 Est. Cost $160.78 Unrealized 0.0%
WY WEYERHAEUSER CO 2.1%
Value ($000) $2,849 Shares 79,334 Est. Cost $31.92 Unrealized 0.0%
KRP KIMBELL ROYALTY PARTNERS LP 2.0%
Value ($000) $2,733 Shares 176,072 Est. Cost $15.52 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 1.9%
Value ($000) $2,569 Shares 52,254 Est. Cost $49.16 Unrealized
STLA STELLANTIS NV 1.9%
Value ($000) $2,558 Shares 90,384 Est. Cost $28.30 Unrealized
PCH POTLATCHDELTIC CORP 1.9%
Value ($000) $2,550 Shares 54,225 Est. Cost $47.02 Unrealized
VLO VALERO ENERGY CORP 1.9%
Value ($000) $2,496 Shares 14,623 Est. Cost $135.69 Unrealized 0.0%
CVX CHEVRON CORP 1.8%
Value ($000) $2,379 Shares 15,083 Est. Cost $139.01 Unrealized 0.0%
ALB ALBEMARLE CORP 1.8%
Value ($000) $2,352 Shares 17,850 Est. Cost $118.85 Unrealized 0.0%
NEM NEWMONT CORP 1.6%
Value ($000) $2,153 Shares 60,061 Est. Cost $33.15 Unrealized 0.0%
MSFT MICROSOFT CORP 1.6%
Value ($000) $2,145 Shares 5,098 Est. Cost $399.26 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 1.6%
Value ($000) $2,098 Shares 19,032 Est. Cost $110.21 Unrealized
AEM AGNICO EAGLE MINES LTD 1.5%
Value ($000) $2,003 Shares 33,583 Est. Cost $49.54 Unrealized 0.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.4%
Value ($000) $1,915 Shares 22,359 Est. Cost $85.65 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $1,826 Shares 10,648 Est. Cost $180.25 Unrealized 0.0%
FLBR FRANKLIN FTSE BRAZIL ETF 1.3%
Value ($000) $1,688 Shares 86,130 Est. Cost $19.59 Unrealized
LAND GLADSTONE LAND CORP 1.2%
Value ($000) $1,542 Shares 115,570 Est. Cost $13.34 Unrealized
NUE NUCOR CORP 1.1%
Value ($000) $1,534 Shares 7,749 Est. Cost $177.23 Unrealized 0.0%
SSUS DAY HAGAN/NED DAVIS RSRCH SMRT SECT ETF 1.1%
Value ($000) $1,480 Shares 38,502 Est. Cost $38.45 Unrealized
ADM ARCHER-DANIELS MIDLAND CO 1.1%
Value ($000) $1,463 Shares 23,286 Est. Cost $54.82 Unrealized 0.0%
KMI KINDER MORGAN INC 1.1%
Value ($000) $1,422 Shares 77,515 Est. Cost $15.98 Unrealized 0.0%
BP BP PLC 1.0%
Value ($000) $1,400 Shares 37,152 Est. Cost $37.68 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,359 Shares 9,141 Est. Cost $136.41 Unrealized 0.0%
WMB WILLIAMS COMPANIES INC 1.0%
Value ($000) $1,305 Shares 33,493 Est. Cost $32.99 Unrealized 0.0%
ARCADIUM LITHIUM PLC 0.9%
Value ($000) $1,254 Shares 290,880 Est. Cost $4.31 Unrealized
JOE THE ST. JOE CO 0.9%
Value ($000) $1,223 Shares 21,101 Est. Cost $55.21 Unrealized 0.0%
PSX PHILLIPS 66 0.8%
Value ($000) $1,082 Shares 6,627 Est. Cost $134.98 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $969 Shares 4,836 Est. Cost $173.61 Unrealized 0.0%
MRK MERCK & CO INC 0.7%
Value ($000) $902 Shares 6,833 Est. Cost $115.77 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $890 Shares 5,628 Est. Cost $150.24 Unrealized 0.0%
ETN EATON CORP PLC 0.7%
Value ($000) $881 Shares 2,817 Est. Cost $267.60 Unrealized 0.0%
HD THE HOME DEPOT INC 0.6%
Value ($000) $858 Shares 2,236 Est. Cost $348.54 Unrealized 0.0%
AVGO BROADCOM INC 0.6%
Value ($000) $838 Shares 632 Est. Cost $121.22 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $818 Shares 2,303 Est. Cost $322.57 Unrealized 0.0%
WMT WALMART INC 0.6%
Value ($000) $804 Shares 13,368 Est. Cost $56.04 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORP 0.6%
Value ($000) $784 Shares 1,356 Est. Cost $167.28 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.6%
Value ($000) $775 Shares 8,210 Est. Cost $94.41 Unrealized
CB CHUBB LTD 0.6%
Value ($000) $741 Shares 2,859 Est. Cost $241.21 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.6%
Value ($000) $736 Shares 14,667 Est. Cost $41.80 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $734 Shares 1,403 Est. Cost $516.50 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $682 Shares 13,673 Est. Cost $47.21 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $617 Shares 2,507 Est. Cost $235.59 Unrealized 0.0%
CME CME GROUP INC 0.4%
Value ($000) $593 Shares 2,755 Est. Cost $197.23 Unrealized 0.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $580 Shares 6,659 Est. Cost $80.66 Unrealized 0.0%
MOO VANECK AGRIBUSINESS ETF 0.4%
Value ($000) $547 Shares 7,286 Est. Cost $75.13 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $536 Shares 2,213 Est. Cost $232.50 Unrealized 0.0%
CMCSA COMCAST CORP 0.4%
Value ($000) $520 Shares 11,987 Est. Cost $40.63 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $488 Shares 11,624 Est. Cost $35.93 Unrealized 0.0%
ASTS AST SPACEMOBILE INC 0.3%
Value ($000) $463 Shares 159,677 Est. Cost $3.36 Unrealized 0.0%
TRC TEJON RANCH CO 0.3%
Value ($000) $462 Shares 29,970 Est. Cost $16.19 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.3%
Value ($000) $393 Shares 6,017 Est. Cost $56.62 Unrealized 0.0%
ALCO ALICO INC 0.3%
Value ($000) $392 Shares 13,394 Est. Cost $28.15 Unrealized 0.0%
SDVY FIRST TRUST SMID CP RISING DIV ACHV ETF 0.3%
Value ($000) $388 Shares 11,137 Est. Cost $34.82 Unrealized
GRID FIRST TRUST NASDAQ CLN EDGE STGIDIFSETF 0.3%
Value ($000) $372 Shares 3,247 Est. Cost $114.61 Unrealized
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $361 Shares 2,157 Est. Cost $156.66 Unrealized 0.0%
DEMZ DEMOCRATIC LARGE CAP CORE ETF 0.3%
Value ($000) $345 Shares 10,400 Est. Cost $33.15 Unrealized
BBY BEST BUY CO INC 0.3%
Value ($000) $338 Shares 4,115 Est. Cost $69.31 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $331 Shares 2,195 Est. Cost $141.98 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY ETF 0.2%
Value ($000) $325 Shares 2,991 Est. Cost $108.50 Unrealized
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $279 Shares 1,788 Est. Cost $136.46 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD AND SILVER TRUST 0.2%
Value ($000) $274 Shares 13,485 Est. Cost $20.34 Unrealized
ROBO ROBO GLOBAL ROBOTICS&AUTOMATION ETF 0.2%
Value ($000) $274 Shares 4,676 Est. Cost $58.64 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $272 Shares 565 Est. Cost $480.70 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $261 Shares 4,497 Est. Cost $58.06 Unrealized
UBSI UNITED BANKSHARES INC 0.2%
Value ($000) $240 Shares 6,700 Est. Cost $35.35 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $234 Shares 2,900 Est. Cost $80.63 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $233 Shares 1,294 Est. Cost $166.93 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value ($000) $230 Shares 910 Est. Cost $237.69 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $219 Shares 394 Est. Cost $556.40 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $215 Shares 716 Est. Cost $267.07 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $203 Shares 1,127 Est. Cost $174.81 Unrealized 0.0%
BCI ABRDN BLMB ALLCMDSTRK1FR ETF 0.1%
Value ($000) $198 Shares 10,040 Est. Cost $19.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $198 Shares 1,444 Est. Cost $129.80 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $185 Shares 1,013 Est. Cost $182.61 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $185 Shares 4,382 Est. Cost $42.12 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $183 Shares 649 Est. Cost $258.00 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $179 Shares 641 Est. Cost $272.36 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $177 Shares 215 Est. Cost $807.48 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $174 Shares 1,903 Est. Cost $84.95 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $174 Shares 687 Est. Cost $233.46 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $174 Shares 1,816 Est. Cost $84.00 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $170 Shares 687 Est. Cost $223.03 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $164 Shares 3,907 Est. Cost $42.01 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $164 Shares 544 Est. Cost $285.15 Unrealized 0.0%
TJX TJX COMPANIES INC 0.1%
Value ($000) $160 Shares 1,577 Est. Cost $94.62 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $156 Shares 381 Est. Cost $372.54 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $155 Shares 314 Est. Cost $488.97 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $148 Shares 2,167 Est. Cost $66.57 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $146 Shares 739 Est. Cost $158.99 Unrealized 0.0%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $144 Shares 1,415 Est. Cost $102.10 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $137 Shares 794 Est. Cost $151.93 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $136 Shares 636 Est. Cost $202.26 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $129 Shares 304 Est. Cost $427.27 Unrealized 0.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $129 Shares 2,286 Est. Cost $56.39 Unrealized
FISV FISERV INC 0.1%
Value ($000) $127 Shares 797 Est. Cost $145.64 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $121 Shares 980 Est. Cost $100.80 Unrealized 0.0%
IYH ISHARES US HEALTHCARE ETF 0.1%
Value ($000) $120 Shares 1,940 Est. Cost $61.90 Unrealized
COM DIREXION AUSPICE BROAD CMDTY STRAT ETF 0.1%
Value ($000) $119 Shares 4,220 Est. Cost $28.30 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $117 Shares 691 Est. Cost $169.37 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $116 Shares 686 Est. Cost $148.53 Unrealized 0.0%
EL THE ESTEE LAUDER COMPANIES INC 0.1%
Value ($000) $113 Shares 732 Est. Cost $136.60 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $108 Shares 2,746 Est. Cost $34.12 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $107 Shares 1,124 Est. Cost $95.60 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $105 Shares 1,935 Est. Cost $48.89 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $82 Shares 168 Est. Cost $443.21 Unrealized 0.0%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $81 Shares 1,736 Est. Cost $44.02 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $78 Shares 633 Est. Cost $123.18 Unrealized
FTGC FIRST TRUST GLOBAL TACT CMDTY STRAT ETF 0.1%
Value ($000) $77 Shares 3,255 Est. Cost $23.72 Unrealized
VTIP VANGUARD SHORT-TERM INFL-PROT SECS ETF 0.1%
Value ($000) $75 Shares 1,563 Est. Cost $47.89 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $73 Shares 2,320 Est. Cost $31.62 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $69 Shares 1,606 Est. Cost $38.44 Unrealized 0.0%
STE STERIS PLC 0.1%
Value ($000) $69 Shares 308 Est. Cost $221.95 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $68 Shares 75 Est. Cost $72.44 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $61 Shares 292 Est. Cost $210.30 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $61 Shares 347 Est. Cost $157.27 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $58 Shares 1,488 Est. Cost $33.38 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $57 Shares 278 Est. Cost $180.75 Unrealized 0.0%
FYT FIRST TRUST SMALL CAP VAL ALPHADEX ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.33 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $52 Shares 2,260 Est. Cost $23.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $48 Shares 115 Est. Cost $393.34 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $44 Shares 470 Est. Cost $83.21 Unrealized 0.0%
WFG WEST FRASER TIMBER CO.LTD 0.0%
Value ($000) $43 Shares 500 Est. Cost $81.76 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND ETF 0.0%
Value ($000) $43 Shares 1,016 Est. Cost $42.23 Unrealized
VALE VALE SA 0.0%
Value ($000) $43 Shares 3,500 Est. Cost $12.19 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $38 Shares 184 Est. Cost $205.72 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $37 Shares 1,270 Est. Cost $29.65 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $37 Shares 76 Est. Cost $452.59 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $35 Shares 143 Est. Cost $230.65 Unrealized 0.0%
VIRTUS DIVID, INTEREST & PREM 0.0%
Value ($000) $33 Shares 2,600 Est. Cost $12.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $31 Shares 580 Est. Cost $46.17 Unrealized 0.0%
KO COCA-COLA CO 0.0%
Value ($000) $31 Shares 513 Est. Cost $56.70 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $31 Shares 488 Est. Cost $63.74 Unrealized
HMC HONDA MOTOR CO LTD 0.0%
Value ($000) $30 Shares 800 Est. Cost $37.23 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $30 Shares 1,182 Est. Cost $22.98 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $29 Shares 256 Est. Cost $99.38 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $27 Shares 207 Est. Cost $114.08 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 600 Est. Cost $35.70 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $26 Shares 896 Est. Cost $29.18 Unrealized
FLGB FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value ($000) $25 Shares 943 Est. Cost $26.13 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $24 Shares 5,800 Est. Cost $4.11 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $23 Shares 260 Est. Cost $81.33 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $23 Shares 1,300 Est. Cost $15.62 Unrealized 0.0%
SANDY SPRING BANCORP INC 0.0%
Value ($000) $23 Shares 979 Est. Cost $23.18 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $22 Shares 78 Est. Cost $157.74 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $18 Shares 127 Est. Cost $133.14 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $161.99 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.0%
Value ($000) $18 Shares 92 Est. Cost $172.56 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $17 Shares 450 Est. Cost $32.80 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $16 Shares 99 Est. Cost $149.87 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $16 Shares 125 Est. Cost $112.35 Unrealized 0.0%
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $16 Shares 315 Est. Cost $49.81 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $14 Shares 53 Est. Cost $237.76 Unrealized 0.0%
PETIQ INC 0.0%
Value ($000) $13 Shares 730 Est. Cost $18.28 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH BDC CORP 0.0%
Value ($000) $13 Shares 1,400 Est. Cost $10.61 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $13 Shares 115 Est. Cost $110.78 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $89.05 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $12 Shares 28 Est. Cost $444.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.61 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.86 Unrealized
MMM 3M CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $79.29 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SEC & INC ETF 0.0%
Value ($000) $10 Shares 590 Est. Cost $17.32 Unrealized
KNG FT CBOE VEST S&P 500 DV AST TGT INC ETF 0.0%
Value ($000) $10 Shares 185 Est. Cost $53.71 Unrealized
FOUR SHIFT4 PAYMENTS INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $75.22 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $8 Shares 400 Est. Cost $16.97 Unrealized 0.0%
RUM RUMBLE INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.45 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $7 Shares 107 Est. Cost $68.90 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $7 Shares 141 Est. Cost $42.64 Unrealized 0.0%
ROBT FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF 0.0%
Value ($000) $7 Shares 152 Est. Cost $45.24 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $270.52 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $206.72 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $208.27 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.69 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $183.37 Unrealized 0.0%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.77 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.70 Unrealized 0.0%
SMR NUSCALE POWER CORP 0.0%
Value ($000) $4 Shares 700 Est. Cost $3.59 Unrealized 0.0%
NGD NEW GOLD INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.36 Unrealized 0.0%
SATIXFY COMMUNICATIONS LTD 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.62 Unrealized
NPWR NET POWER INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.05 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $55.40 Unrealized 0.0%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.24 Unrealized
CARE CARTER BANKSHARES INC 0.0%
Value ($000) $2 Shares 161 Est. Cost $13.61 Unrealized 0.0%
CHWY CHEWY INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $17.96 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $27.31 Unrealized 0.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $96.91 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $1 Shares 31 Est. Cost $15.42 Unrealized 0.0%
CC THE CHEMOURS CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.34 Unrealized 0.0%
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $134.20 Unrealized 0.0%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.32 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $59.90 Unrealized 0.0%