Transcendent Capital Group LLC Diversified Active

CIK: 0002013703 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 4, 2025

Total Value ($000): $193,281 (100.0% shares, 0.0% debt)

Holdings (442)

AAPL APPLE INCORPORATED 5.9%
Value ($000) $11,461 Shares 45,768 Est. Cost $184.78 Unrealized +26.9%
MSFT MICROSOFT CORPORATION 5.5%
Value ($000) $10,547 Shares 25,022 Est. Cost $356.38 Unrealized +18.5%
FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 5.2%
Value ($000) $10,102 Shares 169,007 Est. Cost $59.72 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.3%
Value ($000) $8,306 Shares 14,110 Est. Cost $531.42 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 3.3%
Value ($000) $6,457 Shares 103,629 Est. Cost $74.61 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 2.9%
Value ($000) $5,557 Shares 80,603 Est. Cost $67.32 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 2.9%
Value ($000) $5,522 Shares 54,392 Est. Cost $91.75 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.8%
Value ($000) $5,364 Shares 25,490 Est. Cost $202.46 Unrealized
BOXX EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX 2.7%
Value ($000) $5,265 Shares 47,740 Est. Cost $110.19 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $4,843 Shares 9,473 Est. Cost $444.39 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 2.3%
Value ($000) $4,517 Shares 129,175 Est. Cost $34.12 Unrealized
VV VANGUARD LARGE-CAP ETF 2.2%
Value ($000) $4,242 Shares 15,729 Est. Cost $218.15 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 2.0%
Value ($000) $3,960 Shares 43,549 Est. Cost $91.65 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 1.9%
Value ($000) $3,723 Shares 32,316 Est. Cost $108.87 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.8%
Value ($000) $3,507 Shares 166,467 Est. Cost $21.07 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.8%
Value ($000) $3,484 Shares 69,170 Est. Cost $50.36 Unrealized
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 1.8%
Value ($000) $3,456 Shares 65,148 Est. Cost $53.05 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 1.7%
Value ($000) $3,367 Shares 42,807 Est. Cost $77.41 Unrealized
TBIL RBB FD INCORPORATED US TREAS 3 MONTH BILL ETF 1.7%
Value ($000) $3,310 Shares 66,395 Est. Cost $49.87 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $2,633 Shares 19,606 Est. Cost $94.25 Unrealized +46.2%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 1.3%
Value ($000) $2,462 Shares 32,917 Est. Cost $79.72 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.3%
Value ($000) $2,454 Shares 30,576 Est. Cost $81.16 Unrealized
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $2,426 Shares 9,186 Est. Cost $232.64 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1.3%
Value ($000) $2,420 Shares 41,726 Est. Cost $59.32 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 1.2%
Value ($000) $2,408 Shares 64,788 Est. Cost $34.67 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 1.2%
Value ($000) $2,316 Shares 41,837 Est. Cost $61.01 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 1.2%
Value ($000) $2,249 Shares 10,436 Est. Cost $225.11 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 1.2%
Value ($000) $2,227 Shares 63,168 Est. Cost $35.98 Unrealized
SHV ISHARES TR SHORT TREAS BD 1.1%
Value ($000) $2,145 Shares 19,485 Est. Cost $110.12 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.1%
Value ($000) $2,042 Shares 28,393 Est. Cost $74.56 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.9%
Value ($000) $1,833 Shares 23,494 Est. Cost $77.37 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.9%
Value ($000) $1,788 Shares 30,736 Est. Cost $58.33 Unrealized
WMT WALMART INCORPORATED 0.9%
Value ($000) $1,760 Shares 19,475 Est. Cost $59.93 Unrealized +43.2%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.9%
Value ($000) $1,666 Shares 28,344 Est. Cost $56.39 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.8%
Value ($000) $1,628 Shares 26,529 Est. Cost $60.43 Unrealized
CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF 0.8%
Value ($000) $1,617 Shares 59,265 Est. Cost $27.77 Unrealized
AMZN AMAZON COM INCORPORATED 0.8%
Value ($000) $1,601 Shares 7,297 Est. Cost $144.55 Unrealized +41.5%
FBND FIDELITY TOTAL BOND ETF 0.8%
Value ($000) $1,557 Shares 34,705 Est. Cost $46.52 Unrealized
OGE OGE ENERGY CORPORATION 0.8%
Value ($000) $1,517 Shares 36,783 Est. Cost $36.00 Unrealized +15.6%
BLV VANGUARD LONG-TERM BOND ETF 0.8%
Value ($000) $1,461 Shares 21,357 Est. Cost $73.85 Unrealized
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 0.7%
Value ($000) $1,296 Shares 52,532 Est. Cost $26.67 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.6%
Value ($000) $1,236 Shares 12,805 Est. Cost $89.80 Unrealized
OKE ONEOK INCORPORATED NEW 0.6%
Value ($000) $1,139 Shares 11,344 Est. Cost $62.86 Unrealized +54.1%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $1,062 Shares 11,923 Est. Cost $88.39 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.5%
Value ($000) $985 Shares 13,019 Est. Cost $34.46 Unrealized +69.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $968 Shares 12,522 Est. Cost $77.11 Unrealized
AVGO BROADCOM INCORPORATED 0.5%
Value ($000) $908 Shares 3,918 Est. Cost $153.24 Unrealized +19.3%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $890 Shares 1,964 Est. Cost $362.88 Unrealized +27.2%
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $887 Shares 17,152 Est. Cost $52.80 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.5%
Value ($000) $885 Shares 1,512 Est. Cost $344.66 Unrealized +69.7%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.5%
Value ($000) $874 Shares 30,480 Est. Cost $29.02 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value ($000) $856 Shares 9,365 Est. Cost $91.43 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.4%
Value ($000) $848 Shares 18,594 Est. Cost $46.97 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value ($000) $750 Shares 818 Est. Cost $791.95 Unrealized +16.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $740 Shares 2,555 Est. Cost $237.22 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP 0.3%
Value ($000) $616 Shares 13,001 Est. Cost $47.79 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $615 Shares 2,561 Est. Cost $213.33 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.3%
Value ($000) $614 Shares 2,716 Est. Cost $191.33 Unrealized +6.4%
CAT CATERPILLAR INCORPORATED 0.3%
Value ($000) $598 Shares 1,648 Est. Cost $315.58 Unrealized +21.0%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $567 Shares 5,720 Est. Cost $99.37 Unrealized
NOW SERVICENOW INCORPORATED 0.3%
Value ($000) $556 Shares 524 Est. Cost $165.85 Unrealized +22.1%
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $552 Shares 5,132 Est. Cost $103.57 Unrealized +8.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $538 Shares 5,357 Est. Cost $100.38 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $502 Shares 10,012 Est. Cost $51.00 Unrealized
CRM SALESFORCE INCORPORATED 0.3%
Value ($000) $500 Shares 1,496 Est. Cost $301.88 Unrealized +4.9%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.2%
Value ($000) $460 Shares 2,428 Est. Cost $169.77 Unrealized +2.6%
IGIB ISHARES TR ISHS 5-10YR INVT 0.2%
Value ($000) $451 Shares 8,753 Est. Cost $52.00 Unrealized
WEN WENDYS COMPANY 0.2%
Value ($000) $414 Shares 4,869 Est. Cost $18.27 Unrealized -0.1%
WMB WILLIAMS COMPANIES INCORPORATED 0.2%
Value ($000) $414 Shares 4,865 Est. Cost $45.89 Unrealized +12.7%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.2%
Value ($000) $413 Shares 4,861 Est. Cost $85.29 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.2%
Value ($000) $413 Shares 4,858 Est. Cost $84.77 Unrealized
KLG WK KELLOGG COMPANY COM SHS 0.2%
Value ($000) $413 Shares 4,854 Est. Cost $84.44 Unrealized
WPC WP CAREY INCORPORATED REIT 0.2%
Value ($000) $413 Shares 4,850 Est. Cost $82.67 Unrealized
XAI MADISON EQUITY PREMIUM INCORPORATED 0.2%
Value ($000) $413 Shares 4,847 Est. Cost $46.50 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORPORATION CLASS A 0.2%
Value ($000) $413 Shares 4,843 Est. Cost $25.26 Unrealized 0.0%
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value ($000) $406 Shares 771 Est. Cost $447.41 Unrealized +15.0%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.2%
Value ($000) $384 Shares 2,016 Est. Cost $143.27 Unrealized +22.6%
AGG ISHARES TR CORE US AGGBD ET 0.2%
Value ($000) $377 Shares 3,888 Est. Cost $99.25 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $335 Shares 6,820 Est. Cost $48.91 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.2%
Value ($000) $315 Shares 3,901 Est. Cost $76.62 Unrealized +9.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $312 Shares 1,289 Est. Cost $191.17 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $311 Shares 4,113 Est. Cost $75.34 Unrealized
V VISA INCORPORATED COM CLASS A 0.2%
Value ($000) $311 Shares 984 Est. Cost $242.67 Unrealized +22.9%
IJT ISHARES TR S&P SML 600 GWT 0.2%
Value ($000) $306 Shares 2,260 Est. Cost $131.73 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.1%
Value ($000) $290 Shares 1,815 Est. Cost $122.75 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value ($000) $265 Shares 4,678 Est. Cost $52.21 Unrealized +0.7%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $257 Shares 1,104 Est. Cost $193.20 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $250 Shares 2,500 Est. Cost $94.37 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $249 Shares 5,661 Est. Cost $41.37 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $242 Shares 2,441 Est. Cost $106.25 Unrealized -3.7%
AMAT APPLIED MATLS INCORPORATED 0.1%
Value ($000) $236 Shares 1,449 Est. Cost $144.16 Unrealized +24.3%
CGBL CAPITAL GROUP CORE BALANCED ETF 0.1%
Value ($000) $233 Shares 7,441 Est. Cost $29.44 Unrealized
DOCU DOCUSIGN INCORPORATED 0.1%
Value ($000) $226 Shares 2,516 Est. Cost $56.04 Unrealized +42.5%
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $213 Shares 5,093 Est. Cost $40.21 Unrealized
ICF ISHARES TR COHEN STEER REIT 0.1%
Value ($000) $212 Shares 3,520 Est. Cost $58.73 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.1%
Value ($000) $210 Shares 2,810 Est. Cost $75.40 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $207 Shares 1,530 Est. Cost $113.52 Unrealized +20.4%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $201 Shares 1,588 Est. Cost $105.30 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $199 Shares 1,865 Est. Cost $108.07 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $194 Shares 361 Est. Cost $467.75 Unrealized
MRVL MARVELL TECHNOLOGY INCORPORATED 0.1%
Value ($000) $192 Shares 1,735 Est. Cost $68.06 Unrealized +35.9%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $192 Shares 1,450 Est. Cost $124.97 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $189 Shares 3,196 Est. Cost $47.21 Unrealized +17.3%
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 0.1%
Value ($000) $189 Shares 4,700 Est. Cost $36.03 Unrealized
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $182 Shares 204 Est. Cost $60.84 Unrealized +35.3%
SHDG SOUNDWATCH HEDGED EQUITY ETF 0.1%
Value ($000) $181 Shares 6,200 Est. Cost $26.36 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.1%
Value ($000) $175 Shares 8,627 Est. Cost $20.83 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $172 Shares 2,444 Est. Cost $71.54 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $171 Shares 1,183 Est. Cost $143.59 Unrealized +4.2%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $162 Shares 1,451 Est. Cost $94.56 Unrealized +9.5%
DE DEERE & COMPANY 0.1%
Value ($000) $161 Shares 380 Est. Cost $374.13 Unrealized +10.7%
AI C3 AI INCORPORATED CLASS A 0.1%
Value ($000) $155 Shares 4,500 Est. Cost $29.02 Unrealized +7.0%
LLY ELI LILLY & COMPANY 0.1%
Value ($000) $151 Shares 196 Est. Cost $607.15 Unrealized +35.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $149 Shares 1,000 Est. Cost $128.07 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $145 Shares 2,336 Est. Cost $58.59 Unrealized +7.7%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $140 Shares 575 Est. Cost $186.55 Unrealized
BANF BANCFIRST CORPORATION 0.1%
Value ($000) $139 Shares 1,188 Est. Cost $86.07 Unrealized +33.5%
MRK MERCK & COMPANY INCORPORATED 0.1%
Value ($000) $139 Shares 1,398 Est. Cost $119.30 Unrealized -17.3%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $137 Shares 5,176 Est. Cost $26.40 Unrealized -4.9%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value ($000) $132 Shares 1,000 Est. Cost $113.99 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $130 Shares 2,596 Est. Cost $49.90 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.1%
Value ($000) $128 Shares 2,202 Est. Cost $53.97 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.1%
Value ($000) $128 Shares 536 Est. Cost $163.40 Unrealized +39.6%
MDB MONGODB INCORPORATED CLASS A 0.1%
Value ($000) $124 Shares 533 Est. Cost $322.99 Unrealized -12.6%
XLV SPDR HEALTH CARE SELECT 0.1%
Value ($000) $124 Shares 900 Est. Cost $136.38 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $124 Shares 1,094 Est. Cost $101.27 Unrealized +11.9%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.1%
Value ($000) $123 Shares 550 Est. Cost $178.81 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value ($000) $122 Shares 1,319 Est. Cost $92.45 Unrealized
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD (ISRAEL) 0.1%
Value ($000) $121 Shares 650 Est. Cost $160.29 Unrealized +17.5%
PSI INVESCO SEMICONDUCTORS ETF 0.1%
Value ($000) $121 Shares 2,095 Est. Cost $56.43 Unrealized
OEF ISHARES TR S&P 100 ETF 0.1%
Value ($000) $118 Shares 409 Est. Cost $228.53 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $118 Shares 4,313 Est. Cost $45.13 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 0.1%
Value ($000) $118 Shares 641 Est. Cost $176.14 Unrealized +12.6%
CVX CHEVRON CORPORATION NEW 0.1%
Value ($000) $117 Shares 806 Est. Cost $143.49 Unrealized +1.4%
T AT&T INCORPORATED 0.1%
Value ($000) $109 Shares 4,803 Est. Cost $15.94 Unrealized +35.0%
IAGG ISHARES TR CORE INTL AGGR 0.1%
Value ($000) $108 Shares 2,169 Est. Cost $50.28 Unrealized
IYT ISHARES TR US TRSPRTION 0.1%
Value ($000) $108 Shares 1,600 Est. Cost $110.01 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $104 Shares 1,764 Est. Cost $58.18 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $102 Shares 404 Est. Cost $270.52 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.1%
Value ($000) $101 Shares 4,200 Est. Cost $23.96 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF 0.1%
Value ($000) $100 Shares 4,120 Est. Cost $24.49 Unrealized
SOUN SOUNDHOUND AI INCORPORATED CLASS A COM 0.1%
Value ($000) $99 Shares 5,000 Est. Cost $9.63 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $97 Shares 333 Est. Cost $222.04 Unrealized +29.7%
SYY SYSCO CORPORATION 0.0%
Value ($000) $92 Shares 1,200 Est. Cost $67.00 Unrealized +10.4%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $89 Shares 2,200 Est. Cost $35.88 Unrealized
VLO VALERO ENERGY CORPORATION 0.0%
Value ($000) $88 Shares 720 Est. Cost $120.33 Unrealized +7.3%
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $86 Shares 500 Est. Cost $102.08 Unrealized +65.3%
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $82 Shares 432 Est. Cost $196.54 Unrealized
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $81 Shares 1,373 Est. Cost $63.74 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $80 Shares 3,155 Est. Cost $25.51 Unrealized
HD HOME DEPOT INCORPORATED 0.0%
Value ($000) $77 Shares 198 Est. Cost $339.39 Unrealized +17.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $77 Shares 1,496 Est. Cost $50.10 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $76 Shares 5,000 Est. Cost $14.98 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 0.0%
Value ($000) $75 Shares 400 Est. Cost $175.47 Unrealized
GRRR GORILLA TECHNOLOGY GROUP INCORPORATED (CAYMAN ISLANDS) 0.0%
Value ($000) $72 Shares 4,000 Est. Cost $6.57 Unrealized 0.0%
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $71 Shares 3,961 Est. Cost $18.23 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $70 Shares 419 Est. Cost $148.85 Unrealized +11.3%
IVLU ISHARES TR MSCI INTL VLU FT 0.0%
Value ($000) $70 Shares 2,571 Est. Cost $29.24 Unrealized
CAG CONAGRA BRANDS INCORPORATED 0.0%
Value ($000) $68 Shares 2,440 Est. Cost $25.70 Unrealized +2.9%
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $67 Shares 731 Est. Cost $91.88 Unrealized +2.2%
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $66 Shares 872 Est. Cost $68.14 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $66 Shares 1,461 Est. Cost $43.27 Unrealized
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $65 Shares 621 Est. Cost $105.50 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $65 Shares 530 Est. Cost $122.32 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.0%
Value ($000) $65 Shares 1,297 Est. Cost $41.99 Unrealized
MPC MARATHON PETE CORPORATION 0.0%
Value ($000) $64 Shares 461 Est. Cost $141.98 Unrealized +4.8%
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.0%
Value ($000) $63 Shares 1,626 Est. Cost $39.05 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value ($000) $62 Shares 1,538 Est. Cost $31.59 Unrealized +24.7%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $61 Shares 2,300 Est. Cost $24.07 Unrealized
F FORD MTR COMPANY 0.0%
Value ($000) $60 Shares 6,086 Est. Cost $9.74 Unrealized +1.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $60 Shares 145 Est. Cost $377.09 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $59 Shares 200 Est. Cost $156.99 Unrealized +80.6%
XLE SPDR ENERGY SELECT SECTOR FUND 0.0%
Value ($000) $59 Shares 685 Est. Cost $83.84 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.0%
Value ($000) $58 Shares 1,998 Est. Cost $29.15 Unrealized
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value ($000) $58 Shares 174 Est. Cost $347.11 Unrealized 0.0%
CGCP CAPITAL GROUP FIXED INCOME ETF 0.0%
Value ($000) $58 Shares 2,594 Est. Cost $23.02 Unrealized
UNP UNION PAC CORPORATION 0.0%
Value ($000) $57 Shares 251 Est. Cost $231.06 Unrealized -0.4%
AR ANTERO RESOURCES CORPORATION 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $30.28 Unrealized 0.0%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $55 Shares 2,035 Est. Cost $36.44 Unrealized -22.4%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $55 Shares 1,976 Est. Cost $28.56 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $53 Shares 1,067 Est. Cost $42.01 Unrealized
SHAK SHAKE SHACK INCORPORATED CLASS A 0.0%
Value ($000) $52 Shares 400 Est. Cost $122.51 Unrealized 0.0%
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $52 Shares 292 Est. Cost $135.98 Unrealized +30.5%
DOW DOW INCORPORATED 0.0%
Value ($000) $51 Shares 1,264 Est. Cost $47.09 Unrealized -8.8%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $50 Shares 332 Est. Cost $153.75 Unrealized +1.8%
BA BOEING COMPANY 0.0%
Value ($000) $50 Shares 284 Est. Cost $197.65 Unrealized -20.6%
BKNG BOOKING HOLDINGS INCORPORATED 0.0%
Value ($000) $50 Shares 10 Est. Cost $3067.93 Unrealized +55.3%
KGS KODIAK GAS SVCS INCORPORATED 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $36.16 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $48 Shares 504 Est. Cost $94.82 Unrealized
AVLV AMERICAN CENTY ETF TR AVANTIS US LARGE CAP 0.0%
Value ($000) $48 Shares 719 Est. Cost $66.77 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $48 Shares 381 Est. Cost $113.98 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $48 Shares 1,266 Est. Cost $40.05 Unrealized -0.1%
IRM IRON MTN INCORPORATED DEL REIT 0.0%
Value ($000) $47 Shares 450 Est. Cost $58.41 Unrealized +93.1%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $47 Shares 136 Est. Cost $306.18 Unrealized +8.6%
BSTP INNOVATOR ETFS TRUST BUFFER STEP UP STRATEGY ETF 0.0%
Value ($000) $46 Shares 1,391 Est. Cost $30.26 Unrealized
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $46 Shares 655 Est. Cost $43.53 Unrealized +53.2%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $46 Shares 78 Est. Cost $477.96 Unrealized
PNW PINNACLE WEST CAP CORPORATION 0.0%
Value ($000) $46 Shares 537 Est. Cost $84.97 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $44 Shares 201 Est. Cost $220.67 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $44 Shares 153 Est. Cost $258.68 Unrealized +12.2%
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value ($000) $44 Shares 498 Est. Cost $90.88 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $44 Shares 415 Est. Cost $107.52 Unrealized
UGI UGI CORPORATION NEW 0.0%
Value ($000) $44 Shares 1,567 Est. Cost $22.06 Unrealized +17.6%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP 0.0%
Value ($000) $44 Shares 1,705 Est. Cost $25.32 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $43 Shares 231 Est. Cost $163.11 Unrealized +18.4%
BBY BEST BUY INCORPORATED 0.0%
Value ($000) $43 Shares 500 Est. Cost $63.45 Unrealized +35.3%
IGM ISHARES TR EXPND TEC SC ETF 0.0%
Value ($000) $42 Shares 416 Est. Cost $102.09 Unrealized
AOR ISHARES TR GRWT ALLOCAT ETF 0.0%
Value ($000) $42 Shares 726 Est. Cost $53.20 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $41 Shares 917 Est. Cost $59.44 Unrealized -9.7%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $41 Shares 3,882 Est. Cost $8.33 Unrealized +11.6%
PAYC PAYCOM SOFTWARE INCORPORATED 0.0%
Value ($000) $41 Shares 200 Est. Cost $207.95 Unrealized -2.8%
VCRB VANGUARD CORE BOND ETF 0.0%
Value ($000) $41 Shares 539 Est. Cost $75.81 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $41 Shares 700 Est. Cost $106.26 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $41 Shares 459 Est. Cost $83.96 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $40 Shares 79 Est. Cost $509.86 Unrealized +8.4%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $40 Shares 140 Est. Cost $232.39 Unrealized +24.0%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $39 Shares 1,762 Est. Cost $23.83 Unrealized
IBD INSPIRE CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 1,638 Est. Cost $23.57 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $38 Shares 158 Est. Cost $242.17 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value ($000) $38 Shares 162 Est. Cost $200.12 Unrealized +24.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $37 Shares 219 Est. Cost $173.08 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $36 Shares 147 Est. Cost $195.99 Unrealized +33.4%
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $36 Shares 683 Est. Cost $53.12 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value ($000) $36 Shares 1,437 Est. Cost $24.77 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value ($000) $35 Shares 323 Est. Cost $102.93 Unrealized
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value ($000) $34 Shares 291 Est. Cost $93.12 Unrealized +25.3%
LNC LINCOLN NATL CORPORATION IND 0.0%
Value ($000) $34 Shares 1,084 Est. Cost $21.24 Unrealized +47.1%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $34 Shares 275 Est. Cost $99.38 Unrealized +19.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $34 Shares 1,838 Est. Cost $28.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $34 Shares 154 Est. Cost $141.50 Unrealized +52.9%
HSY HERSHEY COMPANY 0.0%
Value ($000) $34 Shares 200 Est. Cost $177.67 Unrealized -2.7%
TAP MOLSON COORS BEVERAGE COMPANY CLASS B 0.0%
Value ($000) $34 Shares 590 Est. Cost $55.95 Unrealized -0.0%
SMMD ISHARES TR RUSEL 2500 ETF 0.0%
Value ($000) $34 Shares 496 Est. Cost $67.97 Unrealized
MTZ MASTEC INCORPORATED 0.0%
Value ($000) $33 Shares 240 Est. Cost $62.54 Unrealized +114.4%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $33 Shares 706 Est. Cost $46.07 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $32 Shares 123 Est. Cost $255.10 Unrealized +12.1%
CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 0.0%
Value ($000) $32 Shares 1,182 Est. Cost $27.45 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.0%
Value ($000) $31 Shares 1,072 Est. Cost $27.18 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 1,702 Est. Cost $18.13 Unrealized
NKE NIKE INCORPORATED CLASS B 0.0%
Value ($000) $31 Shares 405 Est. Cost $96.27 Unrealized -20.5%
APA APA CORPORATION 0.0%
Value ($000) $30 Shares 1,304 Est. Cost $34.56 Unrealized -35.9%
WALGREENS BOOTS ALLIANCE INCORPORATED 0.0%
Value ($000) $30 Shares 3,212 Est. Cost $20.71 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $30 Shares 172 Est. Cost $112.40 Unrealized
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.0%
Value ($000) $30 Shares 615 Est. Cost $45.22 Unrealized
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.0%
Value ($000) $30 Shares 102 Est. Cost $258.57 Unrealized +17.6%
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $29 Shares 790 Est. Cost $37.66 Unrealized
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $29 Shares 137 Est. Cost $207.30 Unrealized +13.1%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $29 Shares 549 Est. Cost $34.81 Unrealized +40.3%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $27 Shares 460 Est. Cost $64.31 Unrealized -1.1%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $27 Shares 1,048 Est. Cost $38.21 Unrealized
NI NISOURCE INCORPORATED 0.0%
Value ($000) $27 Shares 735 Est. Cost $24.04 Unrealized +44.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $27 Shares 480 Est. Cost $52.89 Unrealized
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $26 Shares 1,128 Est. Cost $32.49 Unrealized -19.5%
JKHY HENRY JACK & ASSOC INCORPORATED 0.0%
Value ($000) $26 Shares 149 Est. Cost $148.87 Unrealized +18.2%
XLRE SPDR REAL ESTATE SELECT SECTOR FUND 0.0%
Value ($000) $26 Shares 632 Est. Cost $40.67 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE B 0.0%
Value ($000) $25 Shares 894 Est. Cost $30.43 Unrealized
OGS ONE GAS INCORPORATED 0.0%
Value ($000) $25 Shares 366 Est. Cost $67.25 Unrealized +8.5%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $25 Shares 325 Est. Cost $54.71 Unrealized
IGLB ISHARES TR 10 YR INVST GRD 0.0%
Value ($000) $25 Shares 508 Est. Cost $49.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $25 Shares 514 Est. Cost $48.65 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $24 Shares 296 Est. Cost $64.19 Unrealized +31.7%
ISTB ISHARES TR CORE 1 5 YR USD 0.0%
Value ($000) $24 Shares 504 Est. Cost $47.57 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $24 Shares 100 Est. Cost $166.66 Unrealized +46.9%
MMM 3M COMPANY 0.0%
Value ($000) $24 Shares 184 Est. Cost $78.74 Unrealized +63.0%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $23 Shares 73 Est. Cost $278.64 Unrealized
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $23 Shares 610 Est. Cost $51.21 Unrealized -20.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 81 Est. Cost $271.83 Unrealized
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $22 Shares 2,685 Est. Cost $7.69 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $21 Shares 165 Est. Cost $116.25 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.0%
Value ($000) $21 Shares 416 Est. Cost $50.21 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $21 Shares 236 Est. Cost $87.33 Unrealized
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $21 Shares 360 Est. Cost $46.55 Unrealized +25.5%
TMSL T ROWE PRICE ETF SMALL MID CAP ETF 0.0%
Value ($000) $20 Shares 634 Est. Cost $32.41 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 80 Est. Cost $249.71 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $20 Shares 640 Est. Cost $31.65 Unrealized -3.1%
KR KROGER COMPANY 0.0%
Value ($000) $19 Shares 315 Est. Cost $42.39 Unrealized +35.3%
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $19 Shares 6 Est. Cost $2704.80 Unrealized +17.1%
THC TENET HEALTHCARE CORPORATION COM NEW 0.0%
Value ($000) $19 Shares 150 Est. Cost $63.39 Unrealized +134.6%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $19 Shares 33 Est. Cost $399.81 Unrealized +36.3%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $19 Shares 142 Est. Cost $117.69 Unrealized
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $19 Shares 350 Est. Cost $30.24 Unrealized +71.1%
EIS ISHARES INCORPORATED MSCI ISRAEL ETF 0.0%
Value ($000) $18 Shares 238 Est. Cost $59.33 Unrealized
O REALTY INCOME CORPORATION REIT 0.0%
Value ($000) $18 Shares 341 Est. Cost $46.49 Unrealized +17.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $17 Shares 365 Est. Cost $38.64 Unrealized +20.7%
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $17 Shares 115 Est. Cost $121.76 Unrealized +19.2%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $17 Shares 228 Est. Cost $29.13 Unrealized +16.2%
BK BANK NEW YORK MELLON CORPORATION 0.0%
Value ($000) $17 Shares 222 Est. Cost $43.84 Unrealized +72.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $17 Shares 498 Est. Cost $34.02 Unrealized
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $17 Shares 50 Est. Cost $286.94 Unrealized +22.5%
SHYM ISHARES HIGH YIELD MUNI INCOME ACTIVE ET 0.0%
Value ($000) $17 Shares 741 Est. Cost $22.35 Unrealized
RYN RAYONIER INCORPORATED REIT 0.0%
Value ($000) $17 Shares 643 Est. Cost $33.41 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $17 Shares 400 Est. Cost $38.09 Unrealized +13.5%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $17 Shares 381 Est. Cost $33.13 Unrealized +29.3%
PDBC INVESCO ACTIVELY MANAGED ETF OPTIMUM YIELD DIVERSIFIED 0.0%
Value ($000) $17 Shares 1,283 Est. Cost $13.52 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $17 Shares 155 Est. Cost $110.66 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $16 Shares 812 Est. Cost $40.04 Unrealized -43.7%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.0%
Value ($000) $16 Shares 129 Est. Cost $134.26 Unrealized -8.9%
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $48.79 Unrealized +60.2%
AOM ISHARES TR MODERT ALLOC ETF 0.0%
Value ($000) $15 Shares 350 Est. Cost $41.59 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $15 Shares 92 Est. Cost $169.23 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.0%
Value ($000) $15 Shares 141 Est. Cost $84.66 Unrealized +28.5%
AM ANTERO MIDSTREAM CORPORATION 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $12.99 Unrealized +9.4%
STAG STAG INDL INCORPORATED REIT 0.0%
Value ($000) $15 Shares 440 Est. Cost $39.26 Unrealized
PROSPECT CAP CORP 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $0.99 Unrealized
ELV ELEVANCE HEALTH INCORPORATED 0.0%
Value ($000) $15 Shares 40 Est. Cost $446.64 Unrealized -8.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $15 Shares 117 Est. Cost $74.81 Unrealized +59.7%
IYR ISHARES TR U.S. REAL ES ETF 0.0%
Value ($000) $15 Shares 157 Est. Cost $97.93 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $15 Shares 213 Est. Cost $54.96 Unrealized +35.4%
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $15 Shares 430 Est. Cost $37.06 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $14 Shares 50 Est. Cost $242.32 Unrealized +12.1%
FIZZ NATIONAL BEVERAGE CORPORATION 0.0%
Value ($000) $14 Shares 326 Est. Cost $44.82 Unrealized +4.2%
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $54.42 Unrealized
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $13 Shares 30 Est. Cost $576.76 Unrealized -14.2%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $52.28 Unrealized +27.2%
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $13 Shares 38 Est. Cost $216.82 Unrealized +58.4%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $13 Shares 185 Est. Cost $49.32 Unrealized +32.5%
TFC TRUIST FINL CORPORATION 0.0%
Value ($000) $13 Shares 300 Est. Cost $28.22 Unrealized +50.0%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $13 Shares 508 Est. Cost $24.95 Unrealized -4.2%
MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG 0.0%
Value ($000) $13 Shares 170 Est. Cost $61.94 Unrealized +22.8%
ALK ALASKA AIR GROUP INCORPORATED 0.0%
Value ($000) $13 Shares 200 Est. Cost $35.66 Unrealized +47.4%
CGIB CAPITAL GROUP INTERNATIONAL BOND ETF USD HEDGED 0.0%
Value ($000) $13 Shares 508 Est. Cost $25.71 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $13 Shares 78 Est. Cost $166.54 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $13 Shares 137 Est. Cost $72.19 Unrealized +20.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value ($000) $12 Shares 35 Est. Cost $312.68 Unrealized +13.5%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $12 Shares 100 Est. Cost $158.93 Unrealized -9.5%
XYZ BLOCK INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 140 Est. Cost $56.54 Unrealized +45.1%
CGIE CAPITAL GROUP INTL EQUITY ETF 0.0%
Value ($000) $12 Shares 432 Est. Cost $30.36 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $12 Shares 194 Est. Cost $61.04 Unrealized
ILTB ISHARES TR CORE LT USDB ETF 0.0%
Value ($000) $11 Shares 230 Est. Cost $52.58 Unrealized
CCI CROWN CASTLE INCORPORATED REIT 0.0%
Value ($000) $11 Shares 121 Est. Cost $101.80 Unrealized -3.6%
AVSC AMERICAN CENTY ETF TR AVANTIS U S SM CAP EQUITY 0.0%
Value ($000) $11 Shares 201 Est. Cost $54.02 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $11 Shares 65 Est. Cost $157.51 Unrealized +12.5%
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $11 Shares 227 Est. Cost $47.38 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $11 Shares 150 Est. Cost $76.70 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $11 Shares 85 Est. Cost $117.56 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.86 Unrealized +9.1%
SLI STANDARD LITHIUM LIMITED (CANADA) 0.0%
Value ($000) $10 Shares 7,168 Est. Cost $2.49 Unrealized -26.3%
COIN COINBASE GLOBAL INCORPORATED COM CLASS A 0.0%
Value ($000) $10 Shares 42 Est. Cost $109.20 Unrealized +132.5%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $10 Shares 50 Est. Cost $193.61 Unrealized +14.9%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $10 Shares 174 Est. Cost $59.72 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $10 Shares 164 Est. Cost $66.37 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $10 Shares 230 Est. Cost $42.20 Unrealized
HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A 0.0%
Value ($000) $10 Shares 263 Est. Cost $32.29 Unrealized 0.0%
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $97.26 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $10 Shares 389 Est. Cost $24.30 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $9 Shares 89 Est. Cost $93.68 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $9 Shares 339 Est. Cost $15.77 Unrealized +57.8%
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $9 Shares 115 Est. Cost $71.45 Unrealized +17.3%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $9 Shares 340 Est. Cost $20.74 Unrealized
FXA INVESCO CURRENCYSHARES AUSTRALIAN DOLLAR TRUST 0.0%
Value ($000) $9 Shares 147 Est. Cost $67.52 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $46.46 Unrealized
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $9 Shares 165 Est. Cost $33.61 Unrealized +52.7%
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value ($000) $9 Shares 243 Est. Cost $39.16 Unrealized -0.9%
POR PORTLAND GENERAL ELEC COMPANY COM NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $37.60 Unrealized +16.8%
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value ($000) $8 Shares 1,056 Est. Cost $6.76 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $8 Shares 97 Est. Cost $57.89 Unrealized +44.9%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.04 Unrealized
SMMV ISHARES TR MSCI USA SMCP MN 0.0%
Value ($000) $8 Shares 194 Est. Cost $40.80 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 596 Est. Cost $10.25 Unrealized +15.0%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BO 0.0%
Value ($000) $8 Shares 396 Est. Cost $20.46 Unrealized
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $8 Shares 620 Est. Cost $8.69 Unrealized +33.9%
PTL INSPIRE 500 ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $213.51 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.95 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $7 Shares 224 Est. Cost $42.41 Unrealized -14.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 284 Est. Cost $36.65 Unrealized
EEMV ISHARES INCORPORATED MSCI EMERG MRKT 0.0%
Value ($000) $7 Shares 126 Est. Cost $62.70 Unrealized
AOA ISHARES TR AGGRES ALLOC ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $69.29 Unrealized
BIBL INSPIRE 100 ETF 0.0%
Value ($000) $7 Shares 187 Est. Cost $40.67 Unrealized
TSLA TESLA INCORPORATED 0.0%
Value ($000) $7 Shares 18 Est. Cost $228.05 Unrealized +41.1%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 62 Est. Cost $122.03 Unrealized 0.0%
MET METLIFE INCORPORATED 0.0%
Value ($000) $7 Shares 85 Est. Cost $66.02 Unrealized +22.2%
SJM SMUCKER J M COMPANY COM NEW 0.0%
Value ($000) $7 Shares 63 Est. Cost $106.81 Unrealized +3.0%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $7 Shares 30 Est. Cost $158.15 Unrealized +41.3%
ICSH ISHARES TR ULTRA SHORT-TERM 0.0%
Value ($000) $6 Shares 115 Est. Cost $50.74 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $5 Shares 202 Est. Cost $26.19 Unrealized
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $5 Shares 16 Est. Cost $158.10 Unrealized +97.3%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $5 Shares 29 Est. Cost $179.31 Unrealized
FTS FORTIS INCORPORATED (CANADA) 0.0%
Value ($000) $5 Shares 124 Est. Cost $37.09 Unrealized +13.1%
HPQ HP INCORPORATED 0.0%
Value ($000) $5 Shares 154 Est. Cost $25.76 Unrealized +32.8%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $5 Shares 66 Est. Cost $79.84 Unrealized -5.2%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value ($000) $5 Shares 572 Est. Cost $9.14 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
BBAI BIGBEAR AI HLDGS INCORPORATED 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $2.26 Unrealized 0.0%
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value ($000) $4 Shares 175 Est. Cost $24.05 Unrealized
CVU CPI AEROSTRUCTURES INCORPORATED COM NEW 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.52 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $157.82 Unrealized
RIG TRANSOCEAN LIMITED REGISTERED SHS (SWITZERLAND) 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.69 Unrealized -37.9%
HOG HARLEY DAVIDSON INCORPORATED 0.0%
Value ($000) $4 Shares 118 Est. Cost $30.82 Unrealized +7.5%
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $4 Shares 368 Est. Cost $8.23 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $3 Shares 28 Est. Cost $83.71 Unrealized +44.1%
VALE VALE S A SPONSORED ADS (BRAZIL) 0.0%
Value ($000) $3 Shares 375 Est. Cost $11.68 Unrealized
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $3 Shares 173 Est. Cost $21.02 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $57.53 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $3 Shares 149 Est. Cost $15.35 Unrealized +33.1%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $150.42 Unrealized
ESML ISHARES TR ESG AWARE MSCI 0.0%
Value ($000) $3 Shares 69 Est. Cost $41.95 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.91 Unrealized
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.0%
Value ($000) $3 Shares 77 Est. Cost $37.83 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $3 Shares 74 Est. Cost $35.52 Unrealized +4.9%
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized +61.2%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $182.50 Unrealized
IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A 0.0%
Value ($000) $2 Shares 13 Est. Cost $29.54 Unrealized +41.6%
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $56.14 Unrealized
OVV OVINTIV INCORPORATED 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.54 Unrealized -8.6%
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.92 Unrealized
ESGE ISHARES INCORPORATED ESG AWR MSCI EM 0.0%
Value ($000) $2 Shares 54 Est. Cost $36.36 Unrealized
TPIF TIMOTHY PLAN INTERNATIONAL ETF 0.0%
Value ($000) $2 Shares 67 Est. Cost $28.97 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $2 Shares 156 Est. Cost $13.98 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
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.14 Unrealized +8.1%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.94 Unrealized
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.00 Unrealized +7.6%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $61.33 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $1 Shares 4 Est. Cost $305.10 Unrealized +21.1%
OC OWENS CORNING NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $173.20 Unrealized +7.9%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.11 Unrealized
KSS KOHLS CORPORATION 0.0%
Value ($000) $1 Shares 83 Est. Cost $23.17 Unrealized -25.7%
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $104.02 Unrealized -5.7%
SOLV SOLVENTUM CORPORATION COM SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.70 Unrealized +15.3%
FTNT FORTINET INCORPORATED 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.18 Unrealized +43.0%
POOL POOL CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $353.26 Unrealized +1.3%
ITW ILLINOIS TOOL WKS INCORPORATED 0.0%
Value ($000) $1 Shares 4 Est. Cost $236.81 Unrealized +8.7%
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $1 Shares 5 Est. Cost $202.83 Unrealized +4.1%
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.83 Unrealized +0.3%
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 +15.3%
BKR BAKER HUGHES COMPANY CLASS A 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.66 Unrealized +24.5%
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $1 Shares 14 Est. Cost $70.38 Unrealized +1.5%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.79 Unrealized -18.1%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.66 Unrealized +5.0%
NUE NUCOR CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $168.96 Unrealized -16.6%
CHTR CHARTER COMMUNICATIONS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.77 Unrealized -11.3%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 22 Est. Cost $35.10 Unrealized
CRL CHARLES RIV LABS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $226.59 Unrealized -15.0%
RYAM RAYONIER ADVANCED MATLS INCORPORATED 0.0%
Value ($000) $1 Shares 66 Est. Cost $3.29 Unrealized +155.9%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.56 Unrealized
AES AES CORPORATION 0.0%
Value ($000) $0 Shares 32 Est. Cost $17.50 Unrealized -20.0%
STIP ISHARES TR 0-5 YR TIPS ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.50 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $22.25 Unrealized -5.2%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.67 Unrealized +72.4%
GOVZ ISHARES TR ISHARES 25 YR T 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.81 Unrealized