Transcendent Capital Group LLC Diversified Active

CIK: 0002013703 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 1, 2024

Total Value ($000): $194,873 (100.0% shares, 0.0% debt)

Holdings (464)

MSFT MICROSOFT CORPORATION 5.4%
Value ($000) $10,511 Shares 24,426 Est. Cost $354.77 Unrealized +19.3%
AAPL APPLE INCORPORATED 5.3%
Value ($000) $10,304 Shares 44,223 Est. Cost $183.04 Unrealized +21.3%
ICSH ISHARES TR BLACKROCK ULTRA 4.7%
Value ($000) $9,133 Shares 179,992 Est. Cost $50.74 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 3.4%
Value ($000) $6,710 Shares 70,075 Est. Cost $91.75 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 3.0%
Value ($000) $5,785 Shares 92,826 Est. Cost $76.04 Unrealized
FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 2.8%
Value ($000) $5,526 Shares 92,299 Est. Cost $59.69 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 2.7%
Value ($000) $5,321 Shares 78,816 Est. Cost $67.28 Unrealized
IVV ISHARES TR CORE S&P500 ETF 2.4%
Value ($000) $4,761 Shares 8,253 Est. Cost $490.78 Unrealized
VV VANGUARD LARGE-CAP ETF 2.2%
Value ($000) $4,353 Shares 16,533 Est. Cost $218.15 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 2.1%
Value ($000) $4,170 Shares 121,653 Est. Cost $34.07 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 2.1%
Value ($000) $4,135 Shares 81,486 Est. Cost $50.36 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 1.9%
Value ($000) $3,608 Shares 30,844 Est. Cost $108.56 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 1.8%
Value ($000) $3,576 Shares 18,136 Est. Cost $196.54 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.8%
Value ($000) $3,566 Shares 17,754 Est. Cost $198.98 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 1.8%
Value ($000) $3,520 Shares 38,287 Est. Cost $91.75 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 1.8%
Value ($000) $3,434 Shares 29,866 Est. Cost $114.97 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 1.7%
Value ($000) $3,392 Shares 15,358 Est. Cost $220.67 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 1.7%
Value ($000) $3,375 Shares 42,032 Est. Cost $77.38 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $3,039 Shares 6,226 Est. Cost $409.54 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.5%
Value ($000) $2,873 Shares 34,305 Est. Cost $81.16 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 1.5%
Value ($000) $2,847 Shares 35,046 Est. Cost $79.72 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1.4%
Value ($000) $2,737 Shares 45,306 Est. Cost $59.32 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.4%
Value ($000) $2,677 Shares 33,710 Est. Cost $77.37 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 1.4%
Value ($000) $2,637 Shares 42,853 Est. Cost $61.01 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.3%
Value ($000) $2,564 Shares 43,444 Est. Cost $58.33 Unrealized
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $2,469 Shares 9,360 Est. Cost $232.64 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $2,387 Shares 19,656 Est. Cost $94.25 Unrealized +25.3%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 1.1%
Value ($000) $2,172 Shares 59,602 Est. Cost $36.02 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 1.1%
Value ($000) $2,111 Shares 60,681 Est. Cost $34.50 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $1,846 Shares 24,581 Est. Cost $74.98 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.9%
Value ($000) $1,831 Shares 28,346 Est. Cost $56.39 Unrealized
DASH DOORDASH INCORPORATED CLASS A 0.9%
Value ($000) $1,781 Shares 12,475 Est. Cost $121.28 Unrealized 0.0%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $1,781 Shares 26,563 Est. Cost $60.43 Unrealized
EAT BRINKER INTERNATIONAL INCORPORATED 0.9%
Value ($000) $1,749 Shares 22,855 Est. Cost $68.87 Unrealized 0.0%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.9%
Value ($000) $1,679 Shares 78,114 Est. Cost $21.50 Unrealized
KBE SPDR S&P BANK ETF 0.9%
Value ($000) $1,661 Shares 31,396 Est. Cost $52.89 Unrealized
WMT WALMART INCORPORATED 0.8%
Value ($000) $1,573 Shares 19,475 Est. Cost $59.93 Unrealized +20.9%
OGE OGE ENERGY CORPORATION 0.8%
Value ($000) $1,521 Shares 37,088 Est. Cost $36.00 Unrealized +7.8%
SOXX ISHARES TR ISHARES SEMICDTR 0.8%
Value ($000) $1,505 Shares 6,525 Est. Cost $230.89 Unrealized
CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF 0.8%
Value ($000) $1,496 Shares 53,734 Est. Cost $27.82 Unrealized
FRPT FRESHPET INCORPORATED 0.8%
Value ($000) $1,465 Shares 10,708 Est. Cost $130.96 Unrealized 0.0%
FBND FIDELITY TOTAL BOND ETF 0.7%
Value ($000) $1,460 Shares 31,229 Est. Cost $46.70 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.7%
Value ($000) $1,441 Shares 19,165 Est. Cost $74.47 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.7%
Value ($000) $1,278 Shares 13,321 Est. Cost $89.80 Unrealized
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 0.7%
Value ($000) $1,277 Shares 47,336 Est. Cost $26.89 Unrealized
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $1,267 Shares 6,802 Est. Cost $140.18 Unrealized +30.2%
SHV ISHARES TR SHORT TREAS BD 0.6%
Value ($000) $1,171 Shares 10,581 Est. Cost $110.13 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $1,113 Shares 11,424 Est. Cost $88.36 Unrealized
OKE ONEOK INCORPORATED NEW 0.5%
Value ($000) $1,038 Shares 11,394 Est. Cost $62.86 Unrealized +29.6%
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $1,023 Shares 19,307 Est. Cost $52.80 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $989 Shares 12,570 Est. Cost $77.11 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.5%
Value ($000) $974 Shares 20,801 Est. Cost $46.97 Unrealized
AVGO BROADCOM INCORPORATED 0.5%
Value ($000) $939 Shares 5,444 Est. Cost $153.24 Unrealized +3.1%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP 0.5%
Value ($000) $929 Shares 19,304 Est. Cost $47.79 Unrealized
KO COCA COLA COMPANY 0.5%
Value ($000) $927 Shares 12,894 Est. Cost $58.59 Unrealized +12.1%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $904 Shares 1,964 Est. Cost $362.88 Unrealized +21.9%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.5%
Value ($000) $896 Shares 30,480 Est. Cost $29.02 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value ($000) $864 Shares 9,408 Est. Cost $91.43 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $804 Shares 2,840 Est. Cost $237.22 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.4%
Value ($000) $795 Shares 1,389 Est. Cost $323.40 Unrealized +58.4%
CCI CROWN CASTLE INCORPORATED REIT 0.4%
Value ($000) $789 Shares 6,652 Est. Cost $101.80 Unrealized +0.2%
TBIL RBB FD INCORPORATED US TREAS 3 MONTH BILL ETF 0.4%
Value ($000) $742 Shares 14,837 Est. Cost $49.89 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.3%
Value ($000) $651 Shares 6,423 Est. Cost $99.25 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value ($000) $625 Shares 705 Est. Cost $771.00 Unrealized +11.8%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $606 Shares 2,555 Est. Cost $213.33 Unrealized
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $590 Shares 5,032 Est. Cost $103.40 Unrealized +6.4%
FMC FMC CORPORATION COM NEW 0.3%
Value ($000) $578 Shares 8,758 Est. Cost $57.03 Unrealized 0.0%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $570 Shares 5,720 Est. Cost $99.37 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $539 Shares 5,357 Est. Cost $100.38 Unrealized
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $518 Shares 1,324 Est. Cost $299.38 Unrealized +13.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $507 Shares 9,915 Est. Cost $51.00 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.2%
Value ($000) $469 Shares 8,739 Est. Cost $52.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.2%
Value ($000) $448 Shares 1,882 Est. Cost $207.30 Unrealized +8.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.2%
Value ($000) $435 Shares 2,103 Est. Cost $187.75 Unrealized +0.3%
NOW SERVICENOW INCORPORATED 0.2%
Value ($000) $433 Shares 484 Est. Cost $162.82 Unrealized +1.0%
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value ($000) $385 Shares 3,542 Est. Cost $108.07 Unrealized
HD HOME DEPOT INCORPORATED 0.2%
Value ($000) $357 Shares 881 Est. Cost $339.39 Unrealized +3.9%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $344 Shares 4,111 Est. Cost $75.34 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.2%
Value ($000) $337 Shares 2,016 Est. Cost $143.27 Unrealized +17.4%
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.2%
Value ($000) $337 Shares 9,060 Est. Cost $24.07 Unrealized +27.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $337 Shares 1,386 Est. Cost $191.17 Unrealized
CUBE CUBESMART REIT 0.2%
Value ($000) $337 Shares 6,258 Est. Cost $53.83 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 0.2%
Value ($000) $334 Shares 6,927 Est. Cost $48.20 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.2%
Value ($000) $327 Shares 3,901 Est. Cost $76.62 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $325 Shares 6,468 Est. Cost $48.90 Unrealized
ICF ISHARES TR COHEN STEER REIT 0.2%
Value ($000) $316 Shares 4,788 Est. Cost $58.73 Unrealized
UNP UNION PAC CORPORATION 0.2%
Value ($000) $311 Shares 1,262 Est. Cost $231.06 Unrealized +1.6%
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $295 Shares 3,492 Est. Cost $74.83 Unrealized +0.0%
AMAT APPLIED MATLS INCORPORATED 0.2%
Value ($000) $293 Shares 1,449 Est. Cost $144.16 Unrealized +40.4%
EBAY EBAY INCORPORATED. 0.1%
Value ($000) $291 Shares 4,468 Est. Cost $56.29 Unrealized 0.0%
BRO BROWN & BROWN INCORPORATED 0.1%
Value ($000) $275 Shares 2,653 Est. Cost $98.62 Unrealized 0.0%
IYW ISHARES TR U.S. TECH ETF 0.1%
Value ($000) $273 Shares 1,800 Est. Cost $122.75 Unrealized
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $271 Shares 984 Est. Cost $242.67 Unrealized +10.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $270 Shares 5,639 Est. Cost $41.37 Unrealized
ILTB ISHARES TR CORE LT USDB ETF 0.1%
Value ($000) $267 Shares 5,009 Est. Cost $52.58 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $249 Shares 1,104 Est. Cost $193.20 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $237 Shares 1,519 Est. Cost $113.52 Unrealized +24.2%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $237 Shares 5,158 Est. Cost $40.21 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value ($000) $231 Shares 1,658 Est. Cost $130.42 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value ($000) $225 Shares 455 Est. Cost $400.69 Unrealized +15.2%
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $223 Shares 2,500 Est. Cost $94.37 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $220 Shares 2,810 Est. Cost $75.40 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $206 Shares 1,450 Est. Cost $124.97 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.1%
Value ($000) $196 Shares 6,319 Est. Cost $29.11 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $192 Shares 1,183 Est. Cost $143.59 Unrealized +6.3%
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 0.1%
Value ($000) $187 Shares 4,700 Est. Cost $36.03 Unrealized
BOXX EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX 0.1%
Value ($000) $185 Shares 1,700 Est. Cost $107.81 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $184 Shares 2,356 Est. Cost $71.59 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.1%
Value ($000) $182 Shares 1,599 Est. Cost $119.30 Unrealized -5.3%
DOCU DOCUSIGN INCORPORATED 0.1%
Value ($000) $180 Shares 2,892 Est. Cost $56.04 Unrealized 0.0%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $179 Shares 1,528 Est. Cost $104.46 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $179 Shares 340 Est. Cost $463.39 Unrealized
SHDG SOUNDWATCH HEDGED EQUITY ETF 0.1%
Value ($000) $179 Shares 6,200 Est. Cost $26.36 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.1%
Value ($000) $175 Shares 8,413 Est. Cost $20.84 Unrealized
LLY ELI LILLY & COMPANY 0.1%
Value ($000) $174 Shares 196 Est. Cost $607.15 Unrealized +46.6%
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $173 Shares 244 Est. Cost $60.84 Unrealized +9.9%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $170 Shares 3,196 Est. Cost $47.21 Unrealized -0.9%
DE DEERE & COMPANY 0.1%
Value ($000) $159 Shares 380 Est. Cost $374.13 Unrealized -1.3%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $153 Shares 5,255 Est. Cost $28.56 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $150 Shares 5,176 Est. Cost $26.40 Unrealized +1.1%
AMT AMERICAN TOWER CORPORATION NEW REIT 0.1%
Value ($000) $149 Shares 641 Est. Cost $176.14 Unrealized +19.7%
MDB MONGODB INCORPORATED CLASS A 0.1%
Value ($000) $144 Shares 533 Est. Cost $322.99 Unrealized -19.6%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $139 Shares 1,000 Est. Cost $128.07 Unrealized
XLV SPDR HEALTH CARE SELECT 0.1%
Value ($000) $139 Shares 900 Est. Cost $136.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $136 Shares 1,296 Est. Cost $109.73 Unrealized -4.2%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value ($000) $135 Shares 1,000 Est. Cost $113.99 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $133 Shares 1,568 Est. Cost $76.31 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.1%
Value ($000) $130 Shares 2,202 Est. Cost $53.97 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $126 Shares 2,507 Est. Cost $49.90 Unrealized
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD (ISRAEL) 0.1%
Value ($000) $125 Shares 650 Est. Cost $160.29 Unrealized +14.2%
MRVL MARVELL TECHNOLOGY INCORPORATED 0.1%
Value ($000) $125 Shares 1,735 Est. Cost $68.06 Unrealized +1.0%
BANF BANCFIRST CORPORATION 0.1%
Value ($000) $125 Shares 1,188 Est. Cost $86.07 Unrealized +15.1%
ABT ABBOTT LABS 0.1%
Value ($000) $125 Shares 1,094 Est. Cost $101.27 Unrealized +5.7%
IYT ISHARES TR US TRSPRTION 0.1%
Value ($000) $123 Shares 1,782 Est. Cost $110.01 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $122 Shares 575 Est. Cost $186.55 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.1%
Value ($000) $121 Shares 2,095 Est. Cost $56.43 Unrealized
MARATHON OIL CORPORATION 0.1%
Value ($000) $120 Shares 4,500 Est. Cost $24.16 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $117 Shares 1,853 Est. Cost $59.44 Unrealized -7.1%
IAGG ISHARES TR CORE INTL AGGR 0.1%
Value ($000) $114 Shares 2,202 Est. Cost $50.28 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $114 Shares 404 Est. Cost $270.52 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $113 Shares 1,748 Est. Cost $58.18 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.1%
Value ($000) $113 Shares 536 Est. Cost $163.40 Unrealized +25.4%
MLN VANECK LONG MUNI ETF 0.1%
Value ($000) $112 Shares 6,122 Est. Cost $18.23 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.1%
Value ($000) $110 Shares 550 Est. Cost $178.81 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $109 Shares 2,795 Est. Cost $42.41 Unrealized -0.6%
T AT&T INCORPORATED 0.1%
Value ($000) $106 Shares 4,798 Est. Cost $15.94 Unrealized +17.8%
OEF ISHARES TR S&P 100 ETF 0.1%
Value ($000) $105 Shares 381 Est. Cost $224.09 Unrealized
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.1%
Value ($000) $104 Shares 224 Est. Cost $405.57 Unrealized +18.4%
FLBL FRANKLIN SENIOR LOAN ETF 0.1%
Value ($000) $100 Shares 4,120 Est. Cost $24.49 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.1%
Value ($000) $100 Shares 4,200 Est. Cost $23.96 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $98 Shares 4,071 Est. Cost $23.83 Unrealized
CVX CHEVRON CORPORATION NEW 0.1%
Value ($000) $98 Shares 667 Est. Cost $143.08 Unrealized -2.2%
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.1%
Value ($000) $98 Shares 1,373 Est. Cost $63.74 Unrealized
VLO VALERO ENERGY CORPORATION 0.0%
Value ($000) $97 Shares 719 Est. Cost $120.33 Unrealized +15.8%
SYY SYSCO CORPORATION 0.0%
Value ($000) $94 Shares 1,200 Est. Cost $67.00 Unrealized +7.6%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $92 Shares 2,200 Est. Cost $35.88 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $92 Shares 333 Est. Cost $222.04 Unrealized +14.2%
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $90 Shares 962 Est. Cost $90.88 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $87 Shares 2,485 Est. Cost $31.65 Unrealized +0.5%
XLE SPDR ENERGY SELECT SECTOR FUND 0.0%
Value ($000) $85 Shares 965 Est. Cost $83.84 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.0%
Value ($000) $84 Shares 1,007 Est. Cost $83.00 Unrealized
MPC MARATHON PETE CORPORATION 0.0%
Value ($000) $83 Shares 511 Est. Cost $141.98 Unrealized +15.5%
CAG CONAGRA BRANDS INCORPORATED 0.0%
Value ($000) $79 Shares 2,440 Est. Cost $25.70 Unrealized +9.9%
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $79 Shares 981 Est. Cost $68.14 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $79 Shares 1,496 Est. Cost $50.10 Unrealized
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $77 Shares 500 Est. Cost $102.08 Unrealized +30.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.0%
Value ($000) $77 Shares 400 Est. Cost $175.47 Unrealized
AI C3 AI INCORPORATED CLASS A 0.0%
Value ($000) $75 Shares 3,075 Est. Cost $28.08 Unrealized -9.5%
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $73 Shares 687 Est. Cost $105.50 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $73 Shares 419 Est. Cost $148.85 Unrealized +10.3%
DIS DISNEY WALT COMPANY 0.0%
Value ($000) $72 Shares 751 Est. Cost $86.20 Unrealized +5.1%
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $72 Shares 513 Est. Cost $148.74 Unrealized
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $71 Shares 729 Est. Cost $91.88 Unrealized -9.8%
DOW DOW INCORPORATED 0.0%
Value ($000) $69 Shares 1,254 Est. Cost $47.09 Unrealized +1.8%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value ($000) $68 Shares 1,524 Est. Cost $31.59 Unrealized +21.5%
BA BOEING COMPANY 0.0%
Value ($000) $68 Shares 448 Est. Cost $197.65 Unrealized -13.2%
F FORD MTR COMPANY 0.0%
Value ($000) $68 Shares 6,405 Est. Cost $9.74 Unrealized +7.1%
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $67 Shares 608 Est. Cost $107.52 Unrealized
ARISTA NETWORKS INCORPORATED 0.0%
Value ($000) $67 Shares 175 Est. Cost $299.07 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.0%
Value ($000) $67 Shares 2,260 Est. Cost $29.53 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value ($000) $67 Shares 1,457 Est. Cost $32.24 Unrealized +29.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $66 Shares 1,458 Est. Cost $43.27 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.0%
Value ($000) $66 Shares 1,389 Est. Cost $41.99 Unrealized
CRM SALESFORCE INCORPORATED 0.0%
Value ($000) $65 Shares 239 Est. Cost $223.60 Unrealized +13.5%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $65 Shares 2,300 Est. Cost $24.07 Unrealized
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $65 Shares 330 Est. Cost $135.98 Unrealized +31.4%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $106.26 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $63 Shares 2,405 Est. Cost $25.57 Unrealized
IRM IRON MTN INCORPORATED DEL REIT 0.0%
Value ($000) $61 Shares 510 Est. Cost $58.41 Unrealized +74.7%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $59 Shares 2,028 Est. Cost $36.44 Unrealized -16.8%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $56 Shares 332 Est. Cost $153.75 Unrealized +5.9%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $54 Shares 200 Est. Cost $156.99 Unrealized +56.1%
CGCP CAPITAL GROUP FIXED INCOME ETF 0.0%
Value ($000) $53 Shares 2,303 Est. Cost $23.12 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $53 Shares 1,067 Est. Cost $42.01 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $53 Shares 1,266 Est. Cost $40.05 Unrealized -5.8%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value ($000) $52 Shares 300 Est. Cost $173.67 Unrealized
BBY BEST BUY INCORPORATED 0.0%
Value ($000) $52 Shares 500 Est. Cost $63.45 Unrealized +32.2%
CYBERARK SOFTWARE LIMITED SHS (ISRAEL) 0.0%
Value ($000) $51 Shares 175 Est. Cost $291.61 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $49 Shares 396 Est. Cost $113.98 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $49 Shares 1,292 Est. Cost $37.66 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $48 Shares 125 Est. Cost $371.57 Unrealized
PDBC INVESCO ACTIVELY MANAGED ETF OPTIMUM YIELD DIVERSIFIED 0.0%
Value ($000) $48 Shares 3,577 Est. Cost $13.52 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $14.80 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $47 Shares 153 Est. Cost $258.68 Unrealized +3.1%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $46 Shares 81 Est. Cost $477.96 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $46 Shares 79 Est. Cost $509.86 Unrealized +7.5%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $46 Shares 523 Est. Cost $83.96 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $46 Shares 1,869 Est. Cost $34.56 Unrealized -23.7%
BSTP INNOVATOR ETFS TRUST BUFFER STEP UP STRATEGY ETF 0.0%
Value ($000) $46 Shares 1,391 Est. Cost $30.26 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP 0.0%
Value ($000) $44 Shares 1,689 Est. Cost $25.32 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $44 Shares 231 Est. Cost $163.11 Unrealized +10.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $44 Shares 451 Est. Cost $94.76 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.0%
Value ($000) $43 Shares 260 Est. Cost $133.35 Unrealized +25.0%
AOR ISHARES TR GRWT ALLOCAT ETF 0.0%
Value ($000) $43 Shares 726 Est. Cost $53.20 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $42 Shares 400 Est. Cost $87.98 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $42 Shares 564 Est. Cost $70.38 Unrealized +0.0%
BKNG BOOKING HOLDINGS INCORPORATED 0.0%
Value ($000) $42 Shares 10 Est. Cost $3067.93 Unrealized +23.7%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $41 Shares 83 Est. Cost $399.81 Unrealized +18.8%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $41 Shares 250 Est. Cost $158.93 Unrealized -4.4%
IYR ISHARES TR U.S. REAL ES ETF 0.0%
Value ($000) $41 Shares 402 Est. Cost $97.93 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $41 Shares 713 Est. Cost $53.12 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value ($000) $40 Shares 162 Est. Cost $200.12 Unrealized +16.4%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $40 Shares 147 Est. Cost $195.99 Unrealized +20.5%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $40 Shares 123 Est. Cost $255.10 Unrealized +22.8%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $39 Shares 140 Est. Cost $232.39 Unrealized +19.9%
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $39 Shares 1,128 Est. Cost $32.49 Unrealized -6.4%
UGI UGI CORPORATION NEW 0.0%
Value ($000) $39 Shares 1,567 Est. Cost $22.06 Unrealized +9.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $38 Shares 200 Est. Cost $177.67 Unrealized +4.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $38 Shares 219 Est. Cost $173.08 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $38 Shares 136 Est. Cost $306.18 Unrealized -7.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $38 Shares 919 Est. Cost $38.42 Unrealized
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $37 Shares 655 Est. Cost $43.53 Unrealized +26.0%
WPC WP CAREY INCORPORATED REIT 0.0%
Value ($000) $37 Shares 587 Est. Cost $64.53 Unrealized
STAG STAG INDL INCORPORATED REIT 0.0%
Value ($000) $36 Shares 928 Est. Cost $39.26 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $36 Shares 4,368 Est. Cost $8.33 Unrealized -6.2%
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value ($000) $36 Shares 335 Est. Cost $102.93 Unrealized
NKE NIKE INCORPORATED CLASS B 0.0%
Value ($000) $36 Shares 405 Est. Cost $96.27 Unrealized -21.0%
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value ($000) $35 Shares 291 Est. Cost $93.12 Unrealized +18.7%
LNC LINCOLN NATL CORPORATION IND 0.0%
Value ($000) $34 Shares 1,084 Est. Cost $21.24 Unrealized +35.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $34 Shares 154 Est. Cost $141.50 Unrealized +33.5%
TAP MOLSON COORS BEVERAGE COMPANY CLASS B 0.0%
Value ($000) $34 Shares 590 Est. Cost $55.95 Unrealized -9.0%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $34 Shares 460 Est. Cost $64.31 Unrealized +4.5%
PAYC PAYCOM SOFTWARE INCORPORATED 0.0%
Value ($000) $33 Shares 200 Est. Cost $207.95 Unrealized -23.8%
XEL XCEL ENERGY INCORPORATED 0.0%
Value ($000) $33 Shares 500 Est. Cost $56.58 Unrealized 0.0%
CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 0.0%
Value ($000) $32 Shares 1,167 Est. Cost $27.46 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 1,702 Est. Cost $18.13 Unrealized
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.0%
Value ($000) $30 Shares 102 Est. Cost $258.57 Unrealized +1.8%
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.0%
Value ($000) $30 Shares 525 Est. Cost $56.00 Unrealized -1.2%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $30 Shares 275 Est. Cost $99.38 Unrealized +5.7%
MTZ MASTEC INCORPORATED 0.0%
Value ($000) $30 Shares 240 Est. Cost $62.54 Unrealized +74.6%
TSLA TESLA INCORPORATED 0.0%
Value ($000) $29 Shares 112 Est. Cost $228.05 Unrealized 0.0%
PHM PULTE GROUP INCORPORATED 0.0%
Value ($000) $29 Shares 200 Est. Cost $125.75 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $29 Shares 200 Est. Cost $163.62 Unrealized
WALGREENS BOOTS ALLIANCE INCORPORATED 0.0%
Value ($000) $28 Shares 3,140 Est. Cost $20.97 Unrealized
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $28 Shares 548 Est. Cost $34.81 Unrealized +30.8%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.0%
Value ($000) $28 Shares 615 Est. Cost $45.22 Unrealized
ADSK AUTODESK INCORPORATED 0.0%
Value ($000) $28 Shares 100 Est. Cost $251.72 Unrealized 0.0%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $27 Shares 500 Est. Cost $51.68 Unrealized
OGS ONE GAS INCORPORATED 0.0%
Value ($000) $27 Shares 366 Est. Cost $67.25 Unrealized +2.3%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE B 0.0%
Value ($000) $27 Shares 887 Est. Cost $30.43 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $27 Shares 510 Est. Cost $48.65 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $27 Shares 296 Est. Cost $64.19 Unrealized +27.2%
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value ($000) $27 Shares 300 Est. Cost $75.78 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LIMITED SHS NEW (ISRAEL) 0.0%
Value ($000) $27 Shares 600 Est. Cost $40.97 Unrealized 0.0%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $26 Shares 494 Est. Cost $52.10 Unrealized
JKHY HENRY JACK & ASSOC INCORPORATED 0.0%
Value ($000) $26 Shares 149 Est. Cost $148.87 Unrealized +11.5%
AWI ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW 0.0%
Value ($000) $26 Shares 200 Est. Cost $122.34 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $26 Shares 610 Est. Cost $51.21 Unrealized -16.7%
NI NISOURCE INCORPORATED 0.0%
Value ($000) $25 Shares 735 Est. Cost $24.04 Unrealized +27.8%
MMM 3M COMPANY 0.0%
Value ($000) $25 Shares 184 Est. Cost $78.74 Unrealized +51.3%
THC TENET HEALTHCARE CORPORATION COM NEW 0.0%
Value ($000) $25 Shares 150 Est. Cost $63.39 Unrealized +138.6%
IDCC INTERDIGITAL INCORPORATED 0.0%
Value ($000) $25 Shares 175 Est. Cost $131.08 Unrealized 0.0%
DVA DAVITA INCORPORATED 0.0%
Value ($000) $25 Shares 150 Est. Cost $147.74 Unrealized 0.0%
ISTB ISHARES TR CORE 1 5 YR USD 0.0%
Value ($000) $24 Shares 498 Est. Cost $47.57 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $24 Shares 172 Est. Cost $112.40 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $24 Shares 200 Est. Cost $113.89 Unrealized 0.0%
RACE FERRARI N V (NETHERLANDS) 0.0%
Value ($000) $24 Shares 50 Est. Cost $448.42 Unrealized 0.0%
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $23 Shares 100 Est. Cost $166.66 Unrealized +29.2%
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $23 Shares 2,685 Est. Cost $7.69 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $23 Shares 403 Est. Cost $57.53 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $23 Shares 73 Est. Cost $278.64 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.0%
Value ($000) $22 Shares 744 Est. Cost $26.28 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) 0.0%
Value ($000) $22 Shares 200 Est. Cost $98.96 Unrealized 0.0%
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $22 Shares 416 Est. Cost $50.21 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $22 Shares 165 Est. Cost $116.25 Unrealized
O REALTY INCOME CORPORATION REIT 0.0%
Value ($000) $22 Shares 341 Est. Cost $46.49 Unrealized +18.3%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $21 Shares 1,048 Est. Cost $21.02 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $21 Shares 360 Est. Cost $46.55 Unrealized +15.6%
ELV ELEVANCE HEALTH INCORPORATED 0.0%
Value ($000) $21 Shares 40 Est. Cost $446.64 Unrealized +16.6%
RYN RAYONIER INCORPORATED REIT 0.0%
Value ($000) $21 Shares 640 Est. Cost $33.41 Unrealized
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $20 Shares 228 Est. Cost $29.13 Unrealized +13.2%
GOVZ ISHARES TR ISHARES 25 YR T 0.0%
Value ($000) $20 Shares 1,705 Est. Cost $11.81 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $20 Shares 325 Est. Cost $54.71 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $20 Shares 400 Est. Cost $38.09 Unrealized +21.3%
CGIB CAPITAL GROUP INTERNATIONAL BOND ETF USD HEDGED 0.0%
Value ($000) $19 Shares 742 Est. Cost $25.71 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $19 Shares 812 Est. Cost $40.04 Unrealized -37.8%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $19 Shares 141 Est. Cost $117.69 Unrealized
BLACKROCK INCORPORATED 0.0%
Value ($000) $19 Shares 20 Est. Cost $811.80 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $19 Shares 6 Est. Cost $2704.80 Unrealized +13.5%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $19 Shares 1,284 Est. Cost $13.98 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $18 Shares 491 Est. Cost $34.02 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $18 Shares 150 Est. Cost $86.83 Unrealized +27.9%
KR KROGER COMPANY 0.0%
Value ($000) $18 Shares 315 Est. Cost $42.39 Unrealized +23.0%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.0%
Value ($000) $18 Shares 129 Est. Cost $134.26 Unrealized -10.2%
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $18 Shares 155 Est. Cost $110.66 Unrealized
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $17 Shares 428 Est. Cost $37.06 Unrealized
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $17 Shares 115 Est. Cost $121.76 Unrealized +19.4%
MADISON COVERED CALL & EQUITY 0.0%
Value ($000) $17 Shares 2,415 Est. Cost $7.53 Unrealized
SHYM BLACKROCK HIGH YIELD MUNI INCOME BOND ET 0.0%
Value ($000) $17 Shares 741 Est. Cost $22.35 Unrealized
CF CF INDUSTRIES HLDGS INCORPORATED 0.0%
Value ($000) $17 Shares 200 Est. Cost $74.85 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $17 Shares 213 Est. Cost $54.96 Unrealized +24.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $17 Shares 365 Est. Cost $38.64 Unrealized +6.4%
AZZ AZZ INCORPORATED 0.0%
Value ($000) $17 Shares 200 Est. Cost $78.12 Unrealized 0.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.0%
Value ($000) $16 Shares 141 Est. Cost $84.66 Unrealized +25.1%
TMSL T ROWE PRICE ETF SMALL MID CAP ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.46 Unrealized
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $48.79 Unrealized +40.2%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $16 Shares 301 Est. Cost $48.11 Unrealized +0.6%
EIS ISHARES INCORPORATED MSCI ISRAEL ETF 0.0%
Value ($000) $16 Shares 236 Est. Cost $59.33 Unrealized
BK BANK NEW YORK MELLON CORPORATION 0.0%
Value ($000) $16 Shares 220 Est. Cost $43.84 Unrealized +45.7%
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $16 Shares 350 Est. Cost $30.24 Unrealized +51.1%
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $16 Shares 50 Est. Cost $286.94 Unrealized +2.4%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $16 Shares 92 Est. Cost $169.23 Unrealized
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $16 Shares 30 Est. Cost $576.76 Unrealized -4.9%
AOM ISHARES TR MODERT ALLOC ETF 0.0%
Value ($000) $15 Shares 342 Est. Cost $41.54 Unrealized
FIZZ NATIONAL BEVERAGE CORPORATION 0.0%
Value ($000) $15 Shares 326 Est. Cost $44.82 Unrealized +5.9%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $15 Shares 381 Est. Cost $33.13 Unrealized +17.0%
AM ANTERO MIDSTREAM CORPORATION 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $12.99 Unrealized +3.1%
PROSPECT CAP CORP SR CV NT6.375 25 CONVERTIBLE TO 02/28/2025 6.375 DUE 03/01/2025 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $0.99 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 55 Est. Cost $267.65 Unrealized
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $14 Shares 200 Est. Cost $52.28 Unrealized +20.6%
MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG 0.0%
Value ($000) $14 Shares 170 Est. Cost $61.94 Unrealized +21.2%
FDX FEDEX CORPORATION 0.0%
Value ($000) $14 Shares 50 Est. Cost $242.32 Unrealized +16.1%
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $13 Shares 122 Est. Cost $107.65 Unrealized
CGIE CAPITAL GROUP INTL EQUITY ETF 0.0%
Value ($000) $13 Shares 432 Est. Cost $30.36 Unrealized
TFC TRUIST FINL CORPORATION 0.0%
Value ($000) $13 Shares 300 Est. Cost $28.22 Unrealized +40.3%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $13 Shares 66 Est. Cost $172.85 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value ($000) $12 Shares 35 Est. Cost $312.68 Unrealized +3.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $12 Shares 218 Est. Cost $56.60 Unrealized
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $12 Shares 38 Est. Cost $216.82 Unrealized +32.8%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $12 Shares 65 Est. Cost $157.51 Unrealized +6.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $12 Shares 117 Est. Cost $74.81 Unrealized +29.5%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $12 Shares 508 Est. Cost $24.95 Unrealized -5.7%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $12 Shares 50 Est. Cost $193.61 Unrealized +26.1%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $92.71 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $12 Shares 194 Est. Cost $61.04 Unrealized
MYGN MYRIAD GENETICS INCORPORATED 0.0%
Value ($000) $12 Shares 428 Est. Cost $27.07 Unrealized 0.0%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $12 Shares 70 Est. Cost $166.81 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $12 Shares 185 Est. Cost $49.32 Unrealized +20.5%
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $12 Shares 7,168 Est. Cost $2.49 Unrealized -48.3%
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.70 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $11 Shares 137 Est. Cost $72.19 Unrealized +1.2%
CSX CSX CORPORATION 0.0%
Value ($000) $11 Shares 325 Est. Cost $30.86 Unrealized +7.6%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $11 Shares 106 Est. Cost $89.54 Unrealized +3.9%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $11 Shares 164 Est. Cost $66.37 Unrealized
AVSC AMERICAN CENTY ETF TR AVANTIS U S SM CAP EQUITY 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.02 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $11 Shares 84 Est. Cost $117.48 Unrealized
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $10 Shares 115 Est. Cost $71.45 Unrealized +13.1%
FXA INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUST 0.0%
Value ($000) $10 Shares 147 Est. Cost $67.52 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $10 Shares 230 Est. Cost $42.20 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $10 Shares 192 Est. Cost $43.65 Unrealized 0.0%
POR PORTLAND GENERAL ELEC COMPANY COM NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.60 Unrealized +16.2%
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value ($000) $9 Shares 140 Est. Cost $56.54 Unrealized +14.3%
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value ($000) $9 Shares 243 Est. Cost $39.16 Unrealized +0.4%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $93.55 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $9 Shares 387 Est. Cost $24.30 Unrealized
ALK ALASKA AIR GROUP INCORPORATED 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.66 Unrealized +6.4%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $9 Shares 340 Est. Cost $20.74 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $9 Shares 430 Est. Cost $24.90 Unrealized -22.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $243.89 Unrealized
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value ($000) $9 Shares 1,056 Est. Cost $6.76 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.04 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BO 0.0%
Value ($000) $8 Shares 389 Est. Cost $20.48 Unrealized
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $8 Shares 165 Est. Cost $33.61 Unrealized +31.5%
MFIC MIDCAP FINANCIAL INVSTMNT CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 596 Est. Cost $10.25 Unrealized +15.6%
SMMV ISHARES TR MSCI USA SMCP MN 0.0%
Value ($000) $8 Shares 194 Est. Cost $40.80 Unrealized
EEMV ISHARES INCORPORATED MSCI EMERG MRKT 0.0%
Value ($000) $8 Shares 126 Est. Cost $62.70 Unrealized
SJM SMUCKER J M COMPANY COM NEW 0.0%
Value ($000) $8 Shares 63 Est. Cost $106.81 Unrealized +4.5%
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $8 Shares 97 Est. Cost $57.89 Unrealized +15.3%
BIBL INSPIRE 100 ETF 0.0%
Value ($000) $8 Shares 186 Est. Cost $40.67 Unrealized
IBD INSPIRE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 313 Est. Cost $24.10 Unrealized
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $7 Shares 42 Est. Cost $109.20 Unrealized +83.4%
PTL INSPIRE 500 ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $213.51 Unrealized
AOA ISHARES TR AGGRES ALLOC ETF 0.0%
Value ($000) $7 Shares 94 Est. Cost $69.21 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $7 Shares 336 Est. Cost $15.77 Unrealized +25.9%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.95 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 142 Est. Cost $47.45 Unrealized
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $7 Shares 620 Est. Cost $8.69 Unrealized +24.5%
MET METLIFE INCORPORATED 0.0%
Value ($000) $7 Shares 85 Est. Cost $66.02 Unrealized +8.9%
SMMD ISHARES TR RUSEL 2500 ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.97 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $6 Shares 66 Est. Cost $79.84 Unrealized +6.6%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $6 Shares 30 Est. Cost $158.15 Unrealized +18.5%
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $6 Shares 126 Est. Cost $47.85 Unrealized
FTS FORTIS INCORPORATED (CANADA) 0.0%
Value ($000) $6 Shares 124 Est. Cost $37.09 Unrealized +9.5%
HPQ HP INCORPORATED 0.0%
Value ($000) $6 Shares 154 Est. Cost $25.76 Unrealized +29.1%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $5 Shares 29 Est. Cost $179.31 Unrealized
RDCM RADCOM LIMITED SHS NEW (ISRAEL) 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.71 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $117.50 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $5 Shares 96 Est. Cost $43.51 Unrealized
HOG HARLEY DAVIDSON INCORPORATED 0.0%
Value ($000) $5 Shares 118 Est. Cost $30.82 Unrealized +17.6%
VALE VALE S A SPONSORED ADS (BRAZIL) 0.0%
Value ($000) $4 Shares 375 Est. Cost $11.68 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.35 Unrealized
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $4 Shares 42 Est. Cost $125.19 Unrealized -16.9%
RIG TRANSOCEAN LIMITED REGISTERED SHS (SWITZERLAND) 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.69 Unrealized -26.3%
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $4 Shares 16 Est. Cost $158.10 Unrealized +21.2%
VFC V F CORPORATION 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.74 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $157.82 Unrealized
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $4 Shares 368 Est. Cost $8.23 Unrealized
HANESBRANDS INCORPORATED 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.35 Unrealized
WEN WENDYS COMPANY 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.79 Unrealized -9.4%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $3 Shares 28 Est. Cost $83.71 Unrealized +31.2%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $3 Shares 9 Est. Cost $375.89 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $150.42 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $3 Shares 149 Est. Cost $15.35 Unrealized +19.7%
EXC EXELON CORPORATION 0.0%
Value ($000) $3 Shares 74 Est. Cost $35.52 Unrealized +0.7%
WWJD INSPIRE INTERNATIONAL ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.30 Unrealized
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.0%
Value ($000) $3 Shares 76 Est. Cost $37.86 Unrealized
ESML ISHARES TR ESG AWARE MSCI 0.0%
Value ($000) $3 Shares 68 Est. Cost $41.96 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.91 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $182.50 Unrealized
SLNG STABILIS SOLUTIONS INCORPORATED 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.12 Unrealized 0.0%
OPFI OPPFI INCORPORATED COM CLASS A 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.15 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $56.14 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $89.79 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $2 Shares 38 Est. Cost $45.68 Unrealized
TPIF TIMOTHY PLAN INTERNATIONAL ETF 0.0%
Value ($000) $2 Shares 67 Est. Cost $28.97 Unrealized
ESGE ISHARES INCORPORATED ESG AWR MSCI EM 0.0%
Value ($000) $2 Shares 53 Est. Cost $36.42 Unrealized
OVV OVINTIV INCORPORATED 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.54 Unrealized -5.1%
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.92 Unrealized
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized +16.6%
IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A 0.0%
Value ($000) $2 Shares 13 Est. Cost $29.54 Unrealized +4.0%
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.14 Unrealized +6.1%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.94 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $2 Shares 3 Est. Cost $565.24 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $189.78 Unrealized
KSS KOHLS CORPORATION 0.0%
Value ($000) $2 Shares 80 Est. Cost $23.39 Unrealized -12.9%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $2 Shares 4 Est. Cost $305.10 Unrealized +13.1%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $61.33 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $104.02 Unrealized -7.6%
OC OWENS CORNING NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $173.20 Unrealized -2.8%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.11 Unrealized
LC LENDINGCLUB CORPORATION COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.67 Unrealized 0.0%
POOL POOL CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $353.26 Unrealized -4.1%
SOLV SOLVENTUM CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.70 Unrealized -0.9%
ITW ILLINOIS TOOL WKS INCORPORATED 0.0%
Value ($000) $1 Shares 4 Est. Cost $236.81 Unrealized +0.2%
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.83 Unrealized +0.7%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.64 Unrealized
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.96 Unrealized +7.1%
NUE NUCOR CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $168.96 Unrealized -13.1%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.66 Unrealized +1.7%
KLG WK KELLOGG COMPANY COM SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.80 Unrealized
FTNT FORTINET INCORPORATED 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.18 Unrealized +9.9%
BKR BAKER HUGHES COMPANY CLASS A 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.66 Unrealized +7.8%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.38 Unrealized
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.77 Unrealized -17.5%
AES AES CORPORATION 0.0%
Value ($000) $1 Shares 32 Est. Cost $17.50 Unrealized -6.1%
CRL CHARLES RIV LABS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $226.59 Unrealized -8.3%
RYAM RAYONIER ADVANCED MATLS INCORPORATED 0.0%
Value ($000) $1 Shares 66 Est. Cost $3.29 Unrealized +110.8%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.56 Unrealized
STIP ISHARES TR 0-5 YR TIPS ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.50 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $0 Shares 22 Est. Cost $38.79 Unrealized -37.5%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.13 Unrealized +1.0%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.40 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $22.25 Unrealized -10.5%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.67 Unrealized +45.9%