Transcendent Capital Group LLC Diversified Active

CIK: 0002013703 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $162,481

Holdings (415)

AAPL APPLE INCORPORATED 6.1%
Value ($000) $9,904 Shares 51,441 Est. Cost $182.81 Unrealized -1.4%
MSFT MICROSOFT CORPORATION 5.3%
Value ($000) $8,679 Shares 23,080 Est. Cost $350.36 Unrealized +14.0%
VV VANGUARD LARGE-CAP ETF 4.1%
Value ($000) $6,713 Shares 30,773 Est. Cost $218.15 Unrealized
GLD SPDR GOLD SHARES 4.1%
Value ($000) $6,599 Shares 34,517 Est. Cost $191.17 Unrealized
FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 2.9%
Value ($000) $4,666 Shares 78,202 Est. Cost $59.66 Unrealized
ICF ISHARES TR COHEN STEER REIT 2.6%
Value ($000) $4,206 Shares 71,614 Est. Cost $58.73 Unrealized
IVV ISHARES TR CORE S&P500 ETF 2.6%
Value ($000) $4,192 Shares 8,777 Est. Cost $477.60 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.4%
Value ($000) $3,967 Shares 44,894 Est. Cost $88.36 Unrealized
QQQ INVESCO QQQ TR 2.4%
Value ($000) $3,898 Shares 9,517 Est. Cost $409.54 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.3%
Value ($000) $3,710 Shares 47,953 Est. Cost $77.37 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 2.3%
Value ($000) $3,659 Shares 62,731 Est. Cost $58.33 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 2.1%
Value ($000) $3,373 Shares 70,217 Est. Cost $48.03 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.0%
Value ($000) $3,327 Shares 19,741 Est. Cost $168.54 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 2.0%
Value ($000) $3,311 Shares 40,740 Est. Cost $81.28 Unrealized
OEF ISHARES TR S&P 100 ETF 2.0%
Value ($000) $3,276 Shares 14,667 Est. Cost $223.39 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 2.0%
Value ($000) $3,263 Shares 42,158 Est. Cost $77.39 Unrealized
SHV ISHARES TR SHORT TREAS BD 2.0%
Value ($000) $3,242 Shares 29,434 Est. Cost $110.13 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1.9%
Value ($000) $3,140 Shares 52,929 Est. Cost $59.32 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 1.9%
Value ($000) $3,033 Shares 37,841 Est. Cost $80.15 Unrealized
VO VANGUARD MID-CAP ETF 1.6%
Value ($000) $2,630 Shares 11,307 Est. Cost $232.64 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 1.5%
Value ($000) $2,439 Shares 39,636 Est. Cost $61.53 Unrealized
AMZN AMAZON COM INCORPORATED 1.5%
Value ($000) $2,388 Shares 15,715 Est. Cost $140.18 Unrealized +19.1%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 1.5%
Value ($000) $2,368 Shares 39,182 Est. Cost $60.43 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 1.4%
Value ($000) $2,301 Shares 40,803 Est. Cost $56.39 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 1.4%
Value ($000) $2,280 Shares 25,392 Est. Cost $89.80 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1.3%
Value ($000) $2,164 Shares 23,682 Est. Cost $91.39 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.3%
Value ($000) $2,149 Shares 42,792 Est. Cost $50.23 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 1.3%
Value ($000) $2,038 Shares 7,352 Est. Cost $277.15 Unrealized
FTI TECHNIPFMC PLC (UNITED KINGDOM) 1.1%
Value ($000) $1,837 Shares 73,145 Est. Cost $20.77 Unrealized 0.0%
IJR ISHARES TR CORE S&P SCP ETF 1.1%
Value ($000) $1,820 Shares 16,815 Est. Cost $108.25 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 1.1%
Value ($000) $1,796 Shares 42,754 Est. Cost $42.01 Unrealized
RCL ROYAL CARIBBEAN GROUP (LIBERIA) 1.1%
Value ($000) $1,733 Shares 12,465 Est. Cost $122.72 Unrealized 0.0%
IWN ISHARES TR RUS 2000 VAL ETF 1.0%
Value ($000) $1,669 Shares 10,747 Est. Cost $155.33 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 1.0%
Value ($000) $1,629 Shares 8,115 Est. Cost $200.70 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 1.0%
Value ($000) $1,617 Shares 11,578 Est. Cost $133.35 Unrealized +6.5%
OXY OCCIDENTAL PETE CORPORATION 1.0%
Value ($000) $1,608 Shares 26,929 Est. Cost $58.62 Unrealized -1.8%
BLV VANGUARD LONG-TERM BOND ETF 0.9%
Value ($000) $1,465 Shares 19,644 Est. Cost $74.58 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP 0.9%
Value ($000) $1,433 Shares 29,976 Est. Cost $47.79 Unrealized
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 0.9%
Value ($000) $1,386 Shares 26,245 Est. Cost $52.80 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,246 Shares 2,517 Est. Cost $46.31 Unrealized +56.4%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.7%
Value ($000) $1,069 Shares 22,735 Est. Cost $47.00 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.6%
Value ($000) $985 Shares 9,925 Est. Cost $99.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.6%
Value ($000) $969 Shares 2,716 Est. Cost $350.99 Unrealized +12.1%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.5%
Value ($000) $885 Shares 30,480 Est. Cost $29.02 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $823 Shares 10,680 Est. Cost $77.02 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $810 Shares 3,415 Est. Cost $237.22 Unrealized
PIONEER NAT RES COMPANY 0.5%
Value ($000) $732 Shares 2,789 Est. Cost $262.50 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.4%
Value ($000) $714 Shares 5,445 Est. Cost $104.53 Unrealized +26.2%
DIS DISNEY WALT COMPANY 0.4%
Value ($000) $705 Shares 7,804 Est. Cost $86.20 Unrealized +18.8%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.4%
Value ($000) $697 Shares 10,667 Est. Cost $56.62 Unrealized 0.0%
OKE ONEOK INCORPORATED NEW 0.4%
Value ($000) $696 Shares 9,914 Est. Cost $60.36 Unrealized +10.6%
META META PLATFORMS INCORPORATED CLASS A 0.4%
Value ($000) $692 Shares 1,956 Est. Cost $323.40 Unrealized +37.0%
CRM SALESFORCE INCORPORATED 0.4%
Value ($000) $689 Shares 2,617 Est. Cost $223.60 Unrealized +27.5%
V VISA INCORPORATED COM CLASS A 0.4%
Value ($000) $668 Shares 2,565 Est. Cost $242.67 Unrealized +12.2%
AVGO BROADCOM INCORPORATED 0.4%
Value ($000) $660 Shares 591 Est. Cost $92.23 Unrealized +31.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.4%
Value ($000) $648 Shares 3,091 Est. Cost $172.33 Unrealized +4.9%
TBIL RBB FD INCORPORATED US TREAS 3 MONTH BILL ETF 0.4%
Value ($000) $625 Shares 12,544 Est. Cost $49.86 Unrealized
WMT WALMART INCORPORATED 0.4%
Value ($000) $606 Shares 3,842 Est. Cost $51.64 Unrealized +8.5%
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $605 Shares 2,834 Est. Cost $213.33 Unrealized
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $551 Shares 1,863 Est. Cost $251.22 Unrealized +23.8%
OGE OGE ENERGY CORPORATION 0.3%
Value ($000) $536 Shares 15,339 Est. Cost $34.50 Unrealized -2.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $474 Shares 9,287 Est. Cost $51.05 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.3%
Value ($000) $453 Shares 8,712 Est. Cost $52.00 Unrealized
HD HOME DEPOT INCORPORATED 0.2%
Value ($000) $398 Shares 1,148 Est. Cost $293.72 Unrealized +18.7%
PRU PRUDENTIAL FINL INCORPORATED 0.2%
Value ($000) $382 Shares 3,681 Est. Cost $86.63 Unrealized +13.8%
CPRT COPART INCORPORATED 0.2%
Value ($000) $359 Shares 6,206 Est. Cost $51.42 Unrealized 0.0%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $329 Shares 4,364 Est. Cost $75.34 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.2%
Value ($000) $312 Shares 1,924 Est. Cost $144.16 Unrealized +25.1%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.2%
Value ($000) $305 Shares 2,000 Est. Cost $143.27 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS 0.2%
Value ($000) $294 Shares 3,959 Est. Cost $62.59 Unrealized 0.0%
ILTB ISHARES TR CORE LT USDB ETF 0.2%
Value ($000) $288 Shares 5,476 Est. Cost $52.58 Unrealized
CCJ CAMECO CORPORATION (CANADA) 0.2%
Value ($000) $285 Shares 6,623 Est. Cost $41.63 Unrealized +4.9%
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $269 Shares 2,693 Est. Cost $97.59 Unrealized +0.5%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $261 Shares 3,474 Est. Cost $75.11 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $249 Shares 2,500 Est. Cost $99.79 Unrealized
IQ ULTRA SHORT DURATION ETF 0.1%
Value ($000) $237 Shares 4,937 Est. Cost $48.05 Unrealized
BMI BADGER METER INCORPORATED 0.1%
Value ($000) $236 Shares 1,526 Est. Cost $143.50 Unrealized +5.6%
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value ($000) $233 Shares 2,945 Est. Cost $79.22 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $226 Shares 4,497 Est. Cost $40.04 Unrealized +10.0%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $221 Shares 5,505 Est. Cost $40.21 Unrealized
IYW ISHARES TR US TECH ETF 0.1%
Value ($000) $221 Shares 1,800 Est. Cost $122.75 Unrealized
LUV SOUTHWEST AIRLS COMPANY 0.1%
Value ($000) $214 Shares 7,345 Est. Cost $29.65 Unrealized 0.0%
TGT TARGET CORPORATION 0.1%
Value ($000) $212 Shares 1,491 Est. Cost $113.03 Unrealized +25.6%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $212 Shares 2,810 Est. Cost $75.40 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $212 Shares 1,100 Est. Cost $192.48 Unrealized
XLV SPDR HEALTH CARE SELECT 0.1%
Value ($000) $208 Shares 1,524 Est. Cost $136.38 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $208 Shares 5,051 Est. Cost $41.10 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $203 Shares 500 Est. Cost $405.64 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $185 Shares 1,183 Est. Cost $143.59 Unrealized +4.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $184 Shares 2,995 Est. Cost $61.53 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.1%
Value ($000) $184 Shares 6,319 Est. Cost $29.11 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value ($000) $183 Shares 429 Est. Cost $397.11 Unrealized +14.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $182 Shares 1,565 Est. Cost $109.73 Unrealized -1.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $181 Shares 1,450 Est. Cost $124.97 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $179 Shares 1,715 Est. Cost $104.46 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 0.1%
Value ($000) $169 Shares 4,700 Est. Cost $36.03 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $167 Shares 1,062 Est. Cost $134.26 Unrealized +1.6%
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $164 Shares 1,515 Est. Cost $108.41 Unrealized
SHDG SOUNDWATCH HEDGED EQUITY ETF 0.1%
Value ($000) $163 Shares 6,200 Est. Cost $26.36 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.1%
Value ($000) $160 Shares 7,674 Est. Cost $20.87 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $160 Shares 3,196 Est. Cost $47.21 Unrealized 0.0%
XLE SPDR ENERGY SELECT SECTOR FUND 0.1%
Value ($000) $159 Shares 1,900 Est. Cost $83.84 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $152 Shares 5,264 Est. Cost $26.40 Unrealized -6.6%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $149 Shares 5,234 Est. Cost $28.56 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $149 Shares 3,016 Est. Cost $49.37 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.1%
Value ($000) $147 Shares 1,348 Est. Cost $96.81 Unrealized +19.6%
ACMR ACM RESH INCORPORATED COM CLASS A 0.1%
Value ($000) $145 Shares 7,431 Est. Cost $17.49 Unrealized +30.9%
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.1%
Value ($000) $145 Shares 6,300 Est. Cost $21.31 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $138 Shares 1,958 Est. Cost $70.34 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $135 Shares 2,983 Est. Cost $42.41 Unrealized -1.4%
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.1%
Value ($000) $133 Shares 326 Est. Cost $369.42 Unrealized +14.4%
TRGP TARGA RES CORPORATION 0.1%
Value ($000) $130 Shares 1,502 Est. Cost $82.03 Unrealized +10.5%
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value ($000) $130 Shares 1,041 Est. Cost $125.09 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $128 Shares 1,687 Est. Cost $76.13 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $128 Shares 1,000 Est. Cost $128.07 Unrealized
MRVL MARVELL TECHNOLOGY INCORPORATED 0.1%
Value ($000) $123 Shares 1,735 Est. Cost $68.06 Unrealized 0.0%
IHI ISHARES TR US MED DVC ETF 0.1%
Value ($000) $119 Shares 2,202 Est. Cost $53.97 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.1%
Value ($000) $118 Shares 2,095 Est. Cost $56.43 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.1%
Value ($000) $117 Shares 3,091 Est. Cost $31.00 Unrealized +15.9%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value ($000) $114 Shares 1,000 Est. Cost $113.99 Unrealized
LLY ELI LILLY & COMPANY 0.1%
Value ($000) $114 Shares 195 Est. Cost $575.10 Unrealized +22.2%
KR KROGER COMPANY 0.1%
Value ($000) $112 Shares 2,460 Est. Cost $42.39 Unrealized +11.6%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $109 Shares 404 Est. Cost $270.52 Unrealized
MARATHON OIL CORPORATION 0.1%
Value ($000) $109 Shares 4,500 Est. Cost $24.16 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $107 Shares 575 Est. Cost $186.55 Unrealized
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD (ISRAEL) 0.1%
Value ($000) $107 Shares 650 Est. Cost $160.29 Unrealized 0.0%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $106 Shares 243 Est. Cost $437.61 Unrealized
IYT ISHARES TR US TRSPRTION 0.1%
Value ($000) $105 Shares 400 Est. Cost $262.43 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $105 Shares 159 Est. Cost $573.49 Unrealized +23.2%
BANF BANCFIRST CORPORATION 0.1%
Value ($000) $105 Shares 1,188 Est. Cost $86.07 Unrealized 0.0%
FLBL FRANKLIN SENIOR LOAN ETF 0.1%
Value ($000) $101 Shares 4,120 Est. Cost $24.49 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.1%
Value ($000) $101 Shares 4,200 Est. Cost $23.96 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.1%
Value ($000) $98 Shares 550 Est. Cost $178.81 Unrealized
DOW DOW INCORPORATED 0.1%
Value ($000) $98 Shares 1,789 Est. Cost $44.66 Unrealized +9.6%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $92 Shares 1,579 Est. Cost $57.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $90 Shares 162 Est. Cost $556.40 Unrealized
VLO VALERO ENERGY CORPORATION 0.1%
Value ($000) $88 Shares 678 Est. Cost $119.35 Unrealized +13.7%
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.1%
Value ($000) $88 Shares 1,373 Est. Cost $63.74 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $85 Shares 487 Est. Cost $173.83 Unrealized
AI C3 AI INCORPORATED CLASS A 0.1%
Value ($000) $83 Shares 3,075 Est. Cost $28.08 Unrealized 0.0%
IAGG ISHARES TR CORE INTL AGGR 0.1%
Value ($000) $81 Shares 1,634 Est. Cost $49.79 Unrealized
WALGREENS BOOTS ALLIANCE INCORPORATED 0.1%
Value ($000) $81 Shares 3,112 Est. Cost $26.11 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $81 Shares 282 Est. Cost $255.10 Unrealized +8.2%
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $80 Shares 4,400 Est. Cost $18.25 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $79 Shares 2,200 Est. Cost $35.88 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $78 Shares 333 Est. Cost $222.04 Unrealized +5.5%
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $76 Shares 513 Est. Cost $148.74 Unrealized
MPC MARATHON PETE CORPORATION 0.0%
Value ($000) $76 Shares 511 Est. Cost $141.98 Unrealized +15.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $75 Shares 1,496 Est. Cost $50.10 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $73 Shares 2,013 Est. Cost $36.44 Unrealized -6.4%
CAG CONAGRA BRANDS INCORPORATED 0.0%
Value ($000) $72 Shares 2,440 Est. Cost $25.70 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $72 Shares 439 Est. Cost $141.50 Unrealized +22.0%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.0%
Value ($000) $70 Shares 400 Est. Cost $175.47 Unrealized
F FORD MTR COMPANY DEL 0.0%
Value ($000) $69 Shares 5,701 Est. Cost $9.63 Unrealized +11.0%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $68 Shares 711 Est. Cost $92.19 Unrealized -3.9%
APA APA CORPORATION 0.0%
Value ($000) $66 Shares 1,838 Est. Cost $34.62 Unrealized -15.4%
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $65 Shares 500 Est. Cost $102.08 Unrealized +16.3%
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $65 Shares 608 Est. Cost $107.52 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $65 Shares 250 Est. Cost $213.87 Unrealized -3.9%
HILLENBRAND INCORPORATED 0.0%
Value ($000) $63 Shares 1,323 Est. Cost $47.87 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $62 Shares 845 Est. Cost $73.59 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $61 Shares 2,398 Est. Cost $25.57 Unrealized
CVX CHEVRON CORPORATION NEW 0.0%
Value ($000) $61 Shares 407 Est. Cost $137.80 Unrealized +0.9%
SYY SYSCO CORPORATION 0.0%
Value ($000) $59 Shares 800 Est. Cost $64.89 Unrealized +14.9%
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value ($000) $58 Shares 566 Est. Cost $103.07 Unrealized
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $58 Shares 681 Est. Cost $84.51 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $57 Shares 200 Est. Cost $286.24 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $56 Shares 176 Est. Cost $306.18 Unrealized 0.0%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $56 Shares 332 Est. Cost $153.75 Unrealized +2.3%
TSLA TESLA INCORPORATED 0.0%
Value ($000) $56 Shares 225 Est. Cost $237.66 Unrealized -17.8%
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $56 Shares 530 Est. Cost $105.46 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $56 Shares 1,266 Est. Cost $40.09 Unrealized +1.3%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $27.69 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.0%
Value ($000) $55 Shares 1,322 Est. Cost $41.85 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $54 Shares 494 Est. Cost $75.54 Unrealized +5.0%
JPM JPMORGAN CHASE & COMPANY 0.0%
Value ($000) $53 Shares 312 Est. Cost $144.89 Unrealized +19.8%
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $52 Shares 587 Est. Cost $89.09 Unrealized
SKYW SKYWEST INCORPORATED 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $44.95 Unrealized +31.9%
T AT&T INCORPORATED 0.0%
Value ($000) $51 Shares 3,050 Est. Cost $14.21 Unrealized +9.9%
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $51 Shares 330 Est. Cost $135.72 Unrealized +19.4%
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value ($000) $51 Shares 1,457 Est. Cost $32.16 Unrealized +2.6%
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $46 Shares 401 Est. Cost $113.98 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $45 Shares 153 Est. Cost $258.68 Unrealized +7.5%
STAG STAG INDL INCORPORATED REIT 0.0%
Value ($000) $43 Shares 1,100 Est. Cost $39.26 Unrealized
ARISTA NETWORKS INCORPORATED 0.0%
Value ($000) $42 Shares 180 Est. Cost $235.51 Unrealized
BSTP INNOVATOR ETFS TRUST BUFFER STEP UP STRATEGY ETF 0.0%
Value ($000) $42 Shares 1,391 Est. Cost $30.26 Unrealized
PAYC PAYCOM SOFTWARE INCORPORATED 0.0%
Value ($000) $41 Shares 200 Est. Cost $207.95 Unrealized -9.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $41 Shares 980 Est. Cost $42.18 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $41 Shares 434 Est. Cost $94.71 Unrealized
DT DYNATRACE INCORPORATED COM NEW 0.0%
Value ($000) $41 Shares 750 Est. Cost $50.54 Unrealized +3.0%
PROSHARES SHORT S&P500 0.0%
Value ($000) $40 Shares 3,100 Est. Cost $12.99 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $40 Shares 681 Est. Cost $53.26 Unrealized +6.5%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP 0.0%
Value ($000) $40 Shares 1,586 Est. Cost $25.30 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $40 Shares 792 Est. Cost $50.56 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $40 Shares 76 Est. Cost $511.31 Unrealized -4.4%
BBY BEST BUY INCORPORATED 0.0%
Value ($000) $39 Shares 500 Est. Cost $63.45 Unrealized +9.2%
UGI UGI CORPORATION NEW 0.0%
Value ($000) $39 Shares 1,567 Est. Cost $22.06 Unrealized +8.8%
AOR ISHARES TR GRWT ALLOCAT ETF 0.0%
Value ($000) $38 Shares 723 Est. Cost $53.20 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $38 Shares 1,040 Est. Cost $30.38 Unrealized +8.0%
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $38 Shares 1,128 Est. Cost $32.49 Unrealized 0.0%
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value ($000) $38 Shares 162 Est. Cost $200.12 Unrealized +18.8%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $38 Shares 80 Est. Cost $477.16 Unrealized
PDBC INVESCO ACTIVELY MANAGED ETF OPTIMUM YIELD DIVERSIFIED 0.0%
Value ($000) $38 Shares 2,860 Est. Cost $13.30 Unrealized
MELI MERCADOLIBRE INCORPORATED 0.0%
Value ($000) $38 Shares 24 Est. Cost $1417.24 Unrealized +15.5%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $37 Shares 200 Est. Cost $156.99 Unrealized +29.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $37 Shares 200 Est. Cost $177.67 Unrealized +2.5%
WPC WP CAREY INCORPORATED REIT 0.0%
Value ($000) $36 Shares 562 Est. Cost $64.83 Unrealized
TAP MOLSON COORS BEVERAGE COMPANY CLASS B 0.0%
Value ($000) $36 Shares 590 Est. Cost $55.95 Unrealized +6.2%
PR PERMIAN RESOURCES CORPORATION CLASS A COM 0.0%
Value ($000) $36 Shares 2,030 Est. Cost $14.67 Unrealized 0.0%
IRM IRON MTN INCORPORATED DEL REIT 0.0%
Value ($000) $36 Shares 510 Est. Cost $58.41 Unrealized +16.5%
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.0%
Value ($000) $36 Shares 1,382 Est. Cost $25.74 Unrealized
BKNG BOOKING HOLDINGS INCORPORATED 0.0%
Value ($000) $35 Shares 10 Est. Cost $3067.93 Unrealized +14.4%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.98 Unrealized
LNC LINCOLN NATL CORPORATION IND 0.0%
Value ($000) $35 Shares 1,298 Est. Cost $21.24 Unrealized +16.7%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $34 Shares 470 Est. Cost $64.31 Unrealized +7.1%
UNP UNION PAC CORPORATION 0.0%
Value ($000) $34 Shares 137 Est. Cost $209.24 Unrealized +12.6%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 0.0%
Value ($000) $33 Shares 1,113 Est. Cost $29.83 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.0%
Value ($000) $33 Shares 1,174 Est. Cost $28.24 Unrealized
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $32 Shares 655 Est. Cost $41.03 Unrealized +22.2%
FOR FORESTAR GROUP INCORPORATED 0.0%
Value ($000) $32 Shares 800 Est. Cost $33.96 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $32 Shares 610 Est. Cost $51.21 Unrealized -6.6%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $31 Shares 140 Est. Cost $232.39 Unrealized +1.7%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $31 Shares 275 Est. Cost $99.38 Unrealized 0.0%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $31 Shares 140 Est. Cost $194.73 Unrealized +14.0%
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $31 Shares 211 Est. Cost $140.61 Unrealized +6.6%
PHB INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 1,702 Est. Cost $18.13 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $29 Shares 267 Est. Cost $96.07 Unrealized +15.3%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS (IRELAND) 0.0%
Value ($000) $29 Shares 200 Est. Cost $145.59 Unrealized
WFRD WEATHERFORD INTERNATIONAL PLC ORD SHS (IRELAND) 0.0%
Value ($000) $29 Shares 250 Est. Cost $101.47 Unrealized 0.0%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 1,205 Est. Cost $23.79 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $14.32 Unrealized
ALLY ALLY FINL INCORPORATED 0.0%
Value ($000) $28 Shares 700 Est. Cost $34.22 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $28 Shares 133 Est. Cost $179.88 Unrealized +12.4%
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.0%
Value ($000) $28 Shares 102 Est. Cost $259.21 Unrealized -10.3%
YPF YPF SOCIEDAD ANONIMA SPON ADR CLASS D (ARGENTINA) 0.0%
Value ($000) $28 Shares 1,400 Est. Cost $19.80 Unrealized
TDW TIDEWATER INCORPORATED NEW 0.0%
Value ($000) $28 Shares 300 Est. Cost $74.59 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INCORPORATED 0.0%
Value ($000) $27 Shares 250 Est. Cost $95.42 Unrealized +19.8%
NCLH NORWEGIAN CRUISE LINE HLDG LIMITED SHS (BERMUDA) 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $18.19 Unrealized 0.0%
DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A 0.0%
Value ($000) $26 Shares 750 Est. Cost $33.46 Unrealized +21.6%
OWL BLUE OWL CAPITAL INCORPORATED COM CLASS A 0.0%
Value ($000) $26 Shares 1,400 Est. Cost $16.75 Unrealized 0.0%
BROS DUTCH BROS INCORPORATED CLASS A 0.0%
Value ($000) $26 Shares 800 Est. Cost $29.51 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $26 Shares 500 Est. Cost $52.43 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $21.78 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $26 Shares 500 Est. Cost $51.68 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $26 Shares 494 Est. Cost $52.20 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $49.88 Unrealized
EAT BRINKER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $25 Shares 500 Est. Cost $44.27 Unrealized 0.0%
ONON ON HLDG AG NAMEN AKT A (SWITZERLAND) 0.0%
Value ($000) $25 Shares 700 Est. Cost $30.56 Unrealized 0.0%
ABNB AIRBNB INCORPORATED COM CLASS A 0.0%
Value ($000) $25 Shares 150 Est. Cost $151.39 Unrealized 0.0%
CELH CELSIUS HLDGS INCORPORATED COM NEW 0.0%
Value ($000) $25 Shares 450 Est. Cost $53.37 Unrealized +28.5%
MDB MONGODB INCORPORATED CLASS A 0.0%
Value ($000) $25 Shares 60 Est. Cost $379.37 Unrealized +7.7%
ISTB ISHARES TR CORE 1 5 YR USD 0.0%
Value ($000) $24 Shares 515 Est. Cost $47.56 Unrealized
JKHY HENRY JACK & ASSOC INCORPORATED 0.0%
Value ($000) $24 Shares 149 Est. Cost $148.87 Unrealized +11.5%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $24 Shares 1,250 Est. Cost $19.29 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $24 Shares 309 Est. Cost $77.64 Unrealized
CELESTICA INCORPORATED SUB VTG SHS (CANADA) 0.0%
Value ($000) $23 Shares 800 Est. Cost $29.28 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $23 Shares 446 Est. Cost $50.63 Unrealized
NKE NIKE INCORPORATED CLASS B 0.0%
Value ($000) $22 Shares 205 Est. Cost $102.99 Unrealized -5.0%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $22 Shares 548 Est. Cost $34.81 Unrealized +2.6%
DUOL DUOLINGO INCORPORATED CLASS A COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $203.74 Unrealized 0.0%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $22 Shares 1,048 Est. Cost $21.02 Unrealized
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value ($000) $22 Shares 1,210 Est. Cost $17.84 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $21 Shares 155 Est. Cost $136.91 Unrealized
RYN RAYONIER INCORPORATED REIT 0.0%
Value ($000) $21 Shares 632 Est. Cost $33.41 Unrealized
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $21 Shares 2,685 Est. Cost $7.69 Unrealized
AROC ARCHROCK INCORPORATED 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $15.95 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $20 Shares 248 Est. Cost $65.40 Unrealized +8.3%
O REALTY INCOME CORPORATION REIT 0.0%
Value ($000) $20 Shares 341 Est. Cost $46.49 Unrealized +4.6%
SO SOUTHERN COMPANY 0.0%
Value ($000) $20 Shares 279 Est. Cost $63.75 Unrealized +1.6%
NI NISOURCE INCORPORATED 0.0%
Value ($000) $20 Shares 735 Est. Cost $24.04 Unrealized +3.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $19 Shares 172 Est. Cost $112.40 Unrealized
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value ($000) $19 Shares 2,250 Est. Cost $8.50 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $19 Shares 100 Est. Cost $166.66 Unrealized +24.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $19 Shares 163 Est. Cost $116.25 Unrealized
ELV ELEVANCE HEALTH INCORPORATED 0.0%
Value ($000) $19 Shares 40 Est. Cost $446.64 Unrealized +7.9%
MTZ MASTEC INCORPORATED 0.0%
Value ($000) $18 Shares 240 Est. Cost $62.54 Unrealized +21.6%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $18 Shares 1,284 Est. Cost $13.98 Unrealized
MADISON COVERED CALL & EQUITY 0.0%
Value ($000) $18 Shares 2,382 Est. Cost $7.53 Unrealized
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $18 Shares 30 Est. Cost $576.76 Unrealized -0.6%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $18 Shares 325 Est. Cost $54.71 Unrealized
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $18 Shares 228 Est. Cost $29.01 Unrealized -1.6%
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $17 Shares 400 Est. Cost $38.09 Unrealized +6.1%
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $17 Shares 360 Est. Cost $46.55 Unrealized +8.7%
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $17 Shares 155 Est. Cost $110.66 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $17 Shares 202 Est. Cost $82.04 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $16 Shares 483 Est. Cost $34.00 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $16 Shares 365 Est. Cost $38.64 Unrealized 0.0%
BLACKROCK INCORPORATED 0.0%
Value ($000) $16 Shares 20 Est. Cost $811.80 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $16 Shares 137 Est. Cost $117.38 Unrealized
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $16 Shares 115 Est. Cost $121.76 Unrealized +15.3%
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $16 Shares 428 Est. Cost $37.06 Unrealized
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $15 Shares 50 Est. Cost $286.94 Unrealized 0.0%
FIZZ NATIONAL BEVERAGE CORPORATION 0.0%
Value ($000) $15 Shares 306 Est. Cost $44.65 Unrealized +2.2%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.0%
Value ($000) $15 Shares 70 Est. Cost $175.15 Unrealized +6.3%
PROSPECT CAP CORP 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $0.99 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $15 Shares 100 Est. Cost $117.86 Unrealized +48.3%
RTX RTX CORPORATION 0.0%
Value ($000) $15 Shares 150 Est. Cost $86.83 Unrealized 0.0%
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $14 Shares 7,168 Est. Cost $2.49 Unrealized -45.0%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $14 Shares 55 Est. Cost $263.13 Unrealized
FLEETCOR TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $14 Shares 50 Est. Cost $282.62 Unrealized
NOW SERVICENOW INCORPORATED 0.0%
Value ($000) $14 Shares 20 Est. Cost $126.04 Unrealized +20.2%
IYR ISHARES TR US REAL ES ETF 0.0%
Value ($000) $14 Shares 153 Est. Cost $91.52 Unrealized
CCI CROWN CASTLE INCORPORATED REIT 0.0%
Value ($000) $14 Shares 121 Est. Cost $90.81 Unrealized +7.6%
AOM ISHARES TR MODERT ALLOC ETF 0.0%
Value ($000) $14 Shares 334 Est. Cost $41.51 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $14 Shares 430 Est. Cost $24.90 Unrealized +5.8%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $13 Shares 350 Est. Cost $32.80 Unrealized 0.0%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $13 Shares 508 Est. Cost $24.95 Unrealized -3.7%
TEX TEREX CORPORATION NEW 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.65 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $13 Shares 50 Est. Cost $242.32 Unrealized -1.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.0%
Value ($000) $13 Shares 130 Est. Cost $83.85 Unrealized +5.5%
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $13 Shares 350 Est. Cost $30.24 Unrealized +25.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $12 Shares 213 Est. Cost $54.96 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value ($000) $12 Shares 35 Est. Cost $312.68 Unrealized +13.5%
NBIX NEUROCRINE BIOSCIENCES INCORPORATED 0.0%
Value ($000) $12 Shares 88 Est. Cost $136.57 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $12 Shares 252 Est. Cost $47.83 Unrealized
EIS ISHARES INCORPORATED MSCI ISRAEL ETF 0.0%
Value ($000) $12 Shares 206 Est. Cost $58.23 Unrealized
AOA ISHARES TR AGGRES ALLOC ETF 0.0%
Value ($000) $12 Shares 172 Est. Cost $69.21 Unrealized
MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG 0.0%
Value ($000) $12 Shares 170 Est. Cost $61.94 Unrealized +4.5%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $12 Shares 200 Est. Cost $52.28 Unrealized +4.6%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $12 Shares 30 Est. Cost $317.74 Unrealized +17.2%
DOV DOVER CORPORATION 0.0%
Value ($000) $12 Shares 75 Est. Cost $136.69 Unrealized +15.3%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $11 Shares 50 Est. Cost $193.61 Unrealized +15.2%
THC TENET HEALTHCARE CORPORATION COM NEW 0.0%
Value ($000) $11 Shares 150 Est. Cost $63.39 Unrealized +41.7%
CSX CSX CORPORATION 0.0%
Value ($000) $11 Shares 325 Est. Cost $30.86 Unrealized +14.9%
BK BANK NEW YORK MELLON CORPORATION 0.0%
Value ($000) $11 Shares 216 Est. Cost $43.67 Unrealized +20.6%
KELLANOVA 0.0%
Value ($000) $11 Shares 200 Est. Cost $48.79 Unrealized +6.5%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $11 Shares 137 Est. Cost $72.19 Unrealized -0.3%
TFC TRUIST FINL CORPORATION 0.0%
Value ($000) $11 Shares 300 Est. Cost $28.22 Unrealized +18.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $11 Shares 117 Est. Cost $74.81 Unrealized +11.2%
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value ($000) $11 Shares 140 Est. Cost $56.54 Unrealized +27.9%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $11 Shares 106 Est. Cost $89.54 Unrealized 0.0%
DE DEERE & COMPANY 0.0%
Value ($000) $10 Shares 26 Est. Cost $365.14 Unrealized +2.0%
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $10 Shares 4 Est. Cost $2593.50 Unrealized +10.2%
NFLX NETFLIX INCORPORATED 0.0%
Value ($000) $10 Shares 21 Est. Cost $43.65 Unrealized +29.2%
HP HELMERICH & PAYNE INCORPORATED 0.0%
Value ($000) $10 Shares 240 Est. Cost $37.83 Unrealized 0.0%
FXA INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUST 0.0%
Value ($000) $10 Shares 147 Est. Cost $67.52 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $10 Shares 84 Est. Cost $117.48 Unrealized
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $9 Shares 115 Est. Cost $71.45 Unrealized +12.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $9 Shares 99 Est. Cost $79.84 Unrealized +5.3%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $9 Shares 93 Est. Cost $99.12 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $9 Shares 379 Est. Cost $24.27 Unrealized
SHYM BLACKROCK HIGH YIELD MUNI INCOME BOND ET 0.0%
Value ($000) $9 Shares 413 Est. Cost $22.12 Unrealized
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $9 Shares 38 Est. Cost $216.82 Unrealized +14.2%
GE GENERAL ELECTRIC COMPANY COM NEW 0.0%
Value ($000) $9 Shares 68 Est. Cost $91.47 Unrealized +27.3%
POR PORTLAND GENERAL ELEC COMPANY COM NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $37.45 Unrealized +0.4%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $8 Shares 88 Est. Cost $93.55 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 596 Est. Cost $10.25 Unrealized +9.4%
LADR LADDER CAP CORPORATION CLASS A REIT 0.0%
Value ($000) $8 Shares 700 Est. Cost $11.51 Unrealized
SJM SMUCKER J M COMPANY COM NEW 0.0%
Value ($000) $8 Shares 63 Est. Cost $106.81 Unrealized +10.3%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BO 0.0%
Value ($000) $8 Shares 375 Est. Cost $21.22 Unrealized
ALK ALASKA AIR GROUP INCORPORATED 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.66 Unrealized +4.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 24 Est. Cost $314.63 Unrealized
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $7 Shares 42 Est. Cost $109.20 Unrealized +64.8%
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value ($000) $7 Shares 1,056 Est. Cost $6.76 Unrealized
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $7 Shares 340 Est. Cost $20.74 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $7 Shares 1,832 Est. Cost $3.76 Unrealized
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $7 Shares 620 Est. Cost $8.69 Unrealized +27.0%
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $6 Shares 165 Est. Cost $33.61 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.95 Unrealized
OGS ONE GAS INCORPORATED 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.18 Unrealized -2.9%
RIG TRANSOCEAN LIMITED REG SHS (SWITZERLAND) 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.69 Unrealized -18.4%
MET METLIFE INCORPORATED 0.0%
Value ($000) $6 Shares 85 Est. Cost $66.02 Unrealized 0.0%
ABRDN ASIA PACIFIC INCOME FUND 0.0%
Value ($000) $6 Shares 2,257 Est. Cost $2.71 Unrealized
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $6 Shares 743 Est. Cost $8.23 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $6 Shares 97 Est. Cost $57.15 Unrealized +7.1%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $6 Shares 523 Est. Cost $10.79 Unrealized -10.7%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE B 0.0%
Value ($000) $6 Shares 198 Est. Cost $29.87 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.35 Unrealized +27.0%
FTS FORTIS INCORPORATED (CANADA) 0.0%
Value ($000) $5 Shares 124 Est. Cost $37.09 Unrealized -0.1%
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $5 Shares 279 Est. Cost $15.34 Unrealized +4.2%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $5 Shares 30 Est. Cost $158.15 Unrealized 0.0%
HPQ HP INCORPORATED 0.0%
Value ($000) $5 Shares 154 Est. Cost $25.76 Unrealized +6.0%
CPK CHESAPEAKE UTILS CORPORATION 0.0%
Value ($000) $4 Shares 42 Est. Cost $90.84 Unrealized +8.9%
HOG HARLEY DAVIDSON INCORPORATED 0.0%
Value ($000) $4 Shares 118 Est. Cost $30.82 Unrealized +20.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $4 Shares 59 Est. Cost $65.31 Unrealized
WEN WENDYS COMPANY 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.79 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $157.82 Unrealized
APPN APPIAN CORPORATION CLASS A 0.0%
Value ($000) $3 Shares 75 Est. Cost $39.09 Unrealized -11.3%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 24 Est. Cost $115.14 Unrealized +21.9%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $3 Shares 28 Est. Cost $83.71 Unrealized +1.5%
EXC EXELON CORPORATION 0.0%
Value ($000) $3 Shares 73 Est. Cost $35.51 Unrealized -6.5%
OVV OVINTIV INCORPORATED 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.54 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $3 Shares 149 Est. Cost $15.35 Unrealized +0.4%
KSS KOHLS CORPORATION 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.45 Unrealized +14.4%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $56.14 Unrealized
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.87 Unrealized
ALRM ALARM COM HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.37 Unrealized +18.4%
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized +12.1%
DON WISDOMTREE US MIDCAP DIVIDEND FUND 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.68 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $89.79 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 22 Est. Cost $69.79 Unrealized +18.9%
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.92 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $37.90 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.79 Unrealized 0.0%
PEGA PEGASYSTEMS INCORPORATED 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.39 Unrealized +20.0%
KLG WK KELLOGG COMPANY COM SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.80 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.64 Unrealized
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.11 Unrealized
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.77 Unrealized -21.2%
IMO IMPERIAL OIL LIMITED COM NEW (CANADA) 0.0%
Value ($000) $1 Shares 11 Est. Cost $58.14 Unrealized 0.0%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.38 Unrealized
RPD RAPID7 INCORPORATED 0.0%
Value ($000) $1 Shares 11 Est. Cost $52.26 Unrealized +5.0%
PNTG PENNANT GROUP INCORPORATED 0.0%
Value ($000) $1 Shares 43 Est. Cost $12.50 Unrealized +34.7%
RYAM RAYONIER ADVANCED MATLS INCORPORATED 0.0%
Value ($000) $1 Shares 147 Est. Cost $3.29 Unrealized +29.5%
SM SM ENERGY COMPANY 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.73 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.67 Unrealized +20.2%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.13 Unrealized +9.6%
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.09 Unrealized +24.4%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $22.25 Unrealized -2.0%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.40 Unrealized
ONL ORION OFFICE REIT INCORPORATED REIT 0.0%
Value ($000) $0 Shares 34 Est. Cost $5.71 Unrealized
SKLZ SKILLZ INCORPORATED COM CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.59 Unrealized +9.7%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.33 Unrealized +28.6%
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.00 Unrealized
APPHARVEST INCORPORATED 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized