Ashton Thomas Private Wealth, LLC Diversified Active

CIK: 0002019663 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $591,026 (100.0% shares, 0.0% debt)

Holdings (296)

CHRW C H ROBINSON WORLDWIDE INC COM NEW 4.8%
Value ($000) $28,434 Shares 297,954 Est. Cost $84.18 Unrealized -1.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4.2%
Value ($000) $24,626 Shares 285,515 Est. Cost $86.26 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 3.6%
Value ($000) $21,422 Shares 245,720 Est. Cost $84.11 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2.5%
Value ($000) $14,528 Shares 109,386 Est. Cost $120.19 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 2.3%
Value ($000) $13,784 Shares 126,696 Est. Cost $104.67 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $12,018 Shares 98,388 Est. Cost $94.51 Unrealized +32.3%
AMGN AMGEN INC COM 1.8%
Value ($000) $10,601 Shares 42,608 Est. Cost $195.00 Unrealized +5.0%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $10,441 Shares 44,285 Est. Cost $144.79 Unrealized +53.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.7%
Value ($000) $10,096 Shares 122,380 Est. Cost $82.63 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 1.6%
Value ($000) $9,306 Shares 101,971 Est. Cost $114.77 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 1.6%
Value ($000) $9,259 Shares 182,430 Est. Cost $50.52 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $8,589 Shares 2,776 Est. Cost $103.52 Unrealized +53.1%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 1.3%
Value ($000) $7,940 Shares 88,705 Est. Cost $79.62 Unrealized
UDOW PROSHARES ULTRAPRO DOW30 1.3%
Value ($000) $7,731 Shares 60,237 Est. Cost $110.88 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 0 1.2%
Value ($000) $7,163 Shares 72,220 Est. Cost $95.68 Unrealized
UPRO PROSHARES ULTRAPRO S&P500 1.2%
Value ($000) $7,091 Shares 78,489 Est. Cost $80.12 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $7,036 Shares 17,686 Est. Cost $317.22 Unrealized
META META PLATFORMS INC CL A 1.1%
Value ($000) $6,498 Shares 22,061 Est. Cost $177.24 Unrealized +50.9%
IJR ISHARES CORE S&P SMALL CAP ETF 1.0%
Value ($000) $5,852 Shares 53,924 Est. Cost $84.56 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $5,730 Shares 15,401 Est. Cost $293.58 Unrealized +8.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.9%
Value ($000) $5,557 Shares 75,165 Est. Cost $59.62 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.9%
Value ($000) $5,208 Shares 16,318 Est. Cost $301.62 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.9%
Value ($000) $5,162 Shares 70,405 Est. Cost $62.49 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.9%
Value ($000) $5,108 Shares 114,425 Est. Cost $40.57 Unrealized
VO VANGUARD MID-CAP ETF 0.8%
Value ($000) $4,983 Shares 22,515 Est. Cost $157.80 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $4,900 Shares 29,154 Est. Cost $140.79 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $4,900 Shares 143,894 Est. Cost $27.52 Unrealized
VB VANGUARD SMALL-CAP ETF 0.8%
Value ($000) $4,685 Shares 21,883 Est. Cost $154.29 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $4,474 Shares 14,658 Est. Cost $196.28 Unrealized +24.5%
PYPL PAYPAL HLDGS INC COM 0.7%
Value ($000) $4,387 Shares 18,065 Est. Cost $130.66 Unrealized +92.8%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $4,095 Shares 70,421 Est. Cost $41.15 Unrealized +2.7%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.7%
Value ($000) $4,044 Shares 147,982 Est. Cost $26.09 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $3,985 Shares 79,719 Est. Cost $48.24 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.7%
Value ($000) $3,954 Shares 26,094 Est. Cost $138.12 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $3,896 Shares 32,514 Est. Cost $79.28 Unrealized +37.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.7%
Value ($000) $3,865 Shares 92,410 Est. Cost $44.27 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $3,857 Shares 1,870 Est. Cost $65.28 Unrealized +50.1%
VOE VANGUARD MID-CAP VALUE ETF 0.6%
Value ($000) $3,791 Shares 28,107 Est. Cost $114.96 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $3,748 Shares 40,797 Est. Cost $86.73 Unrealized
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $3,658 Shares 10,274 Est. Cost $252.33 Unrealized +34.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $3,496 Shares 12,653 Est. Cost $182.64 Unrealized +32.1%
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.6%
Value ($000) $3,484 Shares 314,193 Est. Cost $13.25 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $3,417 Shares 9,380 Est. Cost $310.11 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.6%
Value ($000) $3,376 Shares 28,922 Est. Cost $102.56 Unrealized
CCK CROWN HLDGS INC COM 0.6%
Value ($000) $3,342 Shares 34,435 Est. Cost $55.82 Unrealized +64.1%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.6%
Value ($000) $3,294 Shares 105,505 Est. Cost $24.95 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.6%
Value ($000) $3,269 Shares 79,371 Est. Cost $39.52 Unrealized
LKQ LKQ CORP COM 0.5%
Value ($000) $3,146 Shares 74,333 Est. Cost $24.40 Unrealized +44.7%
FDX FEDEX CORP COM 0.5%
Value ($000) $3,126 Shares 11,007 Est. Cost $152.01 Unrealized +54.1%
FISV FISERV INC COM 0.5%
Value ($000) $3,100 Shares 26,039 Est. Cost $102.35 Unrealized +12.1%
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 0.5%
Value ($000) $3,064 Shares 133,399 Est. Cost $22.22 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.5%
Value ($000) $3,027 Shares 30,748 Est. Cost $78.05 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $2,967 Shares 17,916 Est. Cost $116.56 Unrealized
BERRY GLOBAL GROUP INC COM 0.5%
Value ($000) $2,877 Shares 46,858 Est. Cost $46.83 Unrealized
DG DOLLAR GEN CORP NEW COM 0.5%
Value ($000) $2,818 Shares 13,908 Est. Cost $106.85 Unrealized +72.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $2,786 Shares 10,905 Est. Cost $205.77 Unrealized +18.0%
ADBE ADOBE INC COM 0.5%
Value ($000) $2,710 Shares 5,701 Est. Cost $336.82 Unrealized +38.8%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,689 Shares 1,300 Est. Cost $64.55 Unrealized +52.6%
PGR PROGRESSIVE CORP COM 0.5%
Value ($000) $2,683 Shares 28,063 Est. Cost $56.60 Unrealized +43.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,619 Shares 36,351 Est. Cost $69.15 Unrealized
CLH CLEAN HARBORS INC COM 0.4%
Value ($000) $2,534 Shares 30,148 Est. Cost $66.67 Unrealized +26.2%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $2,525 Shares 48,837 Est. Cost $38.31 Unrealized +6.0%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $2,497 Shares 38,356 Est. Cost $89.77 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $2,428 Shares 11,466 Est. Cost $162.77 Unrealized +24.8%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $2,396 Shares 22,662 Est. Cost $102.33 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $2,394 Shares 14,569 Est. Cost $118.60 Unrealized +18.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.4%
Value ($000) $2,343 Shares 14,691 Est. Cost $133.22 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $2,312 Shares 15,188 Est. Cost $88.91 Unrealized +43.1%
COR CENCORA INC COM 0.4%
Value ($000) $2,294 Shares 19,430 Est. Cost $68.36 Unrealized +43.8%
MWA MUELLER WTR PRODS INC COM SER A 0.4%
Value ($000) $2,213 Shares 159,338 Est. Cost $9.25 Unrealized +29.9%
SYK STRYKER CORPORATION COM 0.4%
Value ($000) $2,204 Shares 9,048 Est. Cost $184.11 Unrealized +23.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.4%
Value ($000) $2,090 Shares 115,073 Est. Cost $13.25 Unrealized +28.7%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $2,019 Shares 5,464 Est. Cost $316.11 Unrealized -5.1%
EPAM EPAM SYS INC COM 0.3%
Value ($000) $1,982 Shares 4,996 Est. Cost $273.74 Unrealized +33.7%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $1,958 Shares 13,860 Est. Cost $128.01 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,939 Shares 10,511 Est. Cost $122.01 Unrealized +47.7%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $1,914 Shares 25,446 Est. Cost $55.21 Unrealized +12.8%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,906 Shares 34,145 Est. Cost $48.22 Unrealized -10.2%
INTC INTEL CORP COM 0.3%
Value ($000) $1,901 Shares 29,699 Est. Cost $47.25 Unrealized +14.5%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $1,882 Shares 48,644 Est. Cost $24.66 Unrealized +24.3%
DE DEERE & CO COM 0.3%
Value ($000) $1,876 Shares 5,013 Est. Cost $149.93 Unrealized +105.1%
FAST FASTENAL CO COM 0.3%
Value ($000) $1,840 Shares 36,600 Est. Cost $20.56 Unrealized +3.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.3%
Value ($000) $1,838 Shares 62,001 Est. Cost $30.81 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $1,821 Shares 8,914 Est. Cost $162.01 Unrealized +0.7%
BLACKROCK INC COM 0.3%
Value ($000) $1,814 Shares 2,406 Est. Cost $464.13 Unrealized
AZO AUTOZONE INC COM 0.3%
Value ($000) $1,795 Shares 1,278 Est. Cost $1201.11 Unrealized +3.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $1,779 Shares 6,836 Est. Cost $227.98 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $1,777 Shares 7,311 Est. Cost $223.15 Unrealized
MAS MASCO CORP COM 0.3%
Value ($000) $1,775 Shares 29,639 Est. Cost $43.26 Unrealized +18.2%
PNQI INVESCO NASDAQ INTERNET ETF 0.3%
Value ($000) $1,755 Shares 7,606 Est. Cost $230.71 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $1,729 Shares 10,806 Est. Cost $175.44 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,707 Shares 4,844 Est. Cost $289.07 Unrealized +14.1%
WMT WALMART INC COM 0.3%
Value ($000) $1,676 Shares 12,337 Est. Cost $35.83 Unrealized +20.9%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $1,574 Shares 9,259 Est. Cost $86.07 Unrealized +53.3%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.3%
Value ($000) $1,565 Shares 32,539 Est. Cost $33.87 Unrealized +22.7%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $1,525 Shares 12,154 Est. Cost $124.10 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,503 Shares 19,501 Est. Cost $66.68 Unrealized -5.4%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $1,475 Shares 26,665 Est. Cost $34.42 Unrealized +17.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,467 Shares 13,419 Est. Cost $91.10 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $1,461 Shares 30,885 Est. Cost $33.62 Unrealized +13.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $1,429 Shares 14,183 Est. Cost $96.23 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,416 Shares 10,458 Est. Cost $105.81 Unrealized +9.3%
NKE NIKE INC CL B 0.2%
Value ($000) $1,408 Shares 10,591 Est. Cost $81.36 Unrealized +59.2%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $1,372 Shares 10,842 Est. Cost $99.19 Unrealized +1.3%
XYZ BLOCK INC CL A 0.2%
Value ($000) $1,359 Shares 5,985 Est. Cost $76.56 Unrealized +205.5%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.2%
Value ($000) $1,354 Shares 43,853 Est. Cost $24.23 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $1,350 Shares 7,004 Est. Cost $116.03 Unrealized +7.8%
SFM SPROUTS FMRS MKT INC COM 0.2%
Value ($000) $1,347 Shares 50,591 Est. Cost $23.39 Unrealized -2.8%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $1,343 Shares 7,826 Est. Cost $77.76 Unrealized +69.6%
PFE PFIZER INC COM 0.2%
Value ($000) $1,326 Shares 36,589 Est. Cost $26.05 Unrealized +7.6%
T AT&T INC COM 0.2%
Value ($000) $1,323 Shares 43,708 Est. Cost $16.37 Unrealized -1.4%
CRM SALESFORCE INC COM 0.2%
Value ($000) $1,321 Shares 6,235 Est. Cost $189.05 Unrealized +16.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,321 Shares 20,625 Est. Cost $63.15 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $1,314 Shares 13,502 Est. Cost $93.63 Unrealized
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 0.2%
Value ($000) $1,294 Shares 39,307 Est. Cost $24.57 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,273 Shares 25,952 Est. Cost $49.06 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.2%
Value ($000) $1,270 Shares 3,433 Est. Cost $298.04 Unrealized +29.6%
NUANCE COMMUNICATIONS INC COM 0.2%
Value ($000) $1,245 Shares 28,529 Est. Cost $16.84 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.2%
Value ($000) $1,238 Shares 21,846 Est. Cost $56.65 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.2%
Value ($000) $1,226 Shares 21,063 Est. Cost $38.60 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.2%
Value ($000) $1,224 Shares 8,490 Est. Cost $94.05 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $1,206 Shares 23,569 Est. Cost $40.99 Unrealized +4.6%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,199 Shares 8,473 Est. Cost $106.82 Unrealized +10.4%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.2%
Value ($000) $1,198 Shares 10,547 Est. Cost $72.68 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.2%
Value ($000) $1,189 Shares 39,477 Est. Cost $27.42 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,188 Shares 10,053 Est. Cost $86.46 Unrealized +17.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $1,186 Shares 5,525 Est. Cost $163.26 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,153 Shares 5,578 Est. Cost $184.84 Unrealized
IDN INTELLICHECK INC COM NEW 0.2%
Value ($000) $1,149 Shares 137,151 Est. Cost $5.85 Unrealized +100.2%
TREX TREX CO INC COM 0.2%
Value ($000) $1,138 Shares 12,436 Est. Cost $67.22 Unrealized +39.9%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,108 Shares 14,056 Est. Cost $67.00 Unrealized
INTU INTUIT COM 0.2%
Value ($000) $1,102 Shares 2,876 Est. Cost $265.73 Unrealized +40.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $1,097 Shares 15,637 Est. Cost $47.33 Unrealized +28.1%
IQV IQVIA HLDGS INC COM 0.2%
Value ($000) $1,080 Shares 5,591 Est. Cost $149.81 Unrealized +25.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $1,076 Shares 20,176 Est. Cost $48.80 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,074 Shares 15,725 Est. Cost $62.39 Unrealized
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $1,062 Shares 17,487 Est. Cost $41.74 Unrealized +17.2%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,055 Shares 10,070 Est. Cost $73.34 Unrealized +8.5%
FIVE FIVE BELOW INC COM 0.2%
Value ($000) $1,037 Shares 5,433 Est. Cost $113.11 Unrealized +66.6%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,027 Shares 26,004 Est. Cost $36.12 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,024 Shares 9,465 Est. Cost $67.97 Unrealized +30.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $1,017 Shares 16,764 Est. Cost $54.00 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $1,004 Shares 20,417 Est. Cost $41.91 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $993 Shares 14,127 Est. Cost $62.55 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $988 Shares 7,394 Est. Cost $70.69 Unrealized +49.5%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $978 Shares 18,077 Est. Cost $44.66 Unrealized +3.3%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $972 Shares 5,041 Est. Cost $144.30 Unrealized +14.4%
DOX AMDOCS LTD SHS 0.2%
Value ($000) $970 Shares 13,830 Est. Cost $58.20 Unrealized +17.0%
UWM PROSHARES ULTRA RUSSELL2000 0.2%
Value ($000) $955 Shares 8,542 Est. Cost $111.79 Unrealized
MCK MCKESSON CORP COM 0.2%
Value ($000) $951 Shares 4,875 Est. Cost $124.87 Unrealized +42.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $949 Shares 10,521 Est. Cost $55.80 Unrealized +39.4%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $928 Shares 2,881 Est. Cost $37.45 Unrealized +58.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.2%
Value ($000) $927 Shares 9,097 Est. Cost $101.10 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $913 Shares 4,206 Est. Cost $127.52 Unrealized +38.5%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $913 Shares 12,309 Est. Cost $45.28 Unrealized +28.3%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $903 Shares 11,629 Est. Cost $35.53 Unrealized +84.6%
MNST MONSTER BEVERAGE CORP NEW COM 0.2%
Value ($000) $901 Shares 9,890 Est. Cost $37.28 Unrealized +20.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $899 Shares 11,891 Est. Cost $61.77 Unrealized +11.4%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $893 Shares 11,333 Est. Cost $63.84 Unrealized +9.6%
INGR INGREDION INC COM 0.2%
Value ($000) $890 Shares 9,898 Est. Cost $93.04 Unrealized -8.1%
REGN REGENERON PHARMACEUTICALS COM 0.2%
Value ($000) $890 Shares 1,880 Est. Cost $536.12 Unrealized -9.7%
UGI UGI CORP NEW COM 0.1%
Value ($000) $882 Shares 21,498 Est. Cost $38.65 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $879 Shares 13,656 Est. Cost $62.04 Unrealized
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $879 Shares 11,829 Est. Cost $53.71 Unrealized +10.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $879 Shares 7,429 Est. Cost $70.95 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $852 Shares 1,307 Est. Cost $41.75 Unrealized +85.1%
NFG NATIONAL FUEL GAS CO COM 0.1%
Value ($000) $846 Shares 16,927 Est. Cost $45.39 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $842 Shares 6,567 Est. Cost $142.84 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $841 Shares 8,217 Est. Cost $74.29 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $839 Shares 1,136 Est. Cost $213.43 Unrealized +17.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $830 Shares 4,525 Est. Cost $100.56 Unrealized +52.1%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $828 Shares 3,571 Est. Cost $133.07 Unrealized +42.1%
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $824 Shares 14,254 Est. Cost $84.72 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $812 Shares 5,870 Est. Cost $71.24 Unrealized +67.0%
INTERPUBLIC GROUP COS INC COM 0.1%
Value ($000) $812 Shares 27,792 Est. Cost $14.74 Unrealized +49.3%
NOW SERVICENOW INC COM 0.1%
Value ($000) $808 Shares 1,615 Est. Cost $80.02 Unrealized +31.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $806 Shares 7,373 Est. Cost $75.18 Unrealized +25.1%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $800 Shares 7,609 Est. Cost $75.32 Unrealized +12.1%
TGT TARGET CORP COM 0.1%
Value ($000) $794 Shares 4,006 Est. Cost $121.73 Unrealized +34.1%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $791 Shares 9,463 Est. Cost $76.50 Unrealized +10.5%
KO COCA COLA CO COM 0.1%
Value ($000) $786 Shares 14,916 Est. Cost $42.29 Unrealized +2.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $767 Shares 2,345 Est. Cost $184.40 Unrealized +50.2%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $750 Shares 3,344 Est. Cost $169.06 Unrealized +13.1%
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $737 Shares 4,174 Est. Cost $178.62 Unrealized -0.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $737 Shares 4,057 Est. Cost $147.01 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $735 Shares 7,618 Est. Cost $70.78 Unrealized +6.6%
VMWARE INC CL A COM 0.1%
Value ($000) $723 Shares 4,803 Est. Cost $154.53 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $712 Shares 19,653 Est. Cost $36.82 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $710 Shares 6,290 Est. Cost $121.86 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.1%
Value ($000) $709 Shares 21,273 Est. Cost $28.48 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $708 Shares 6,219 Est. Cost $117.80 Unrealized
JUNIPER NETWORKS INC COM 0.1%
Value ($000) $704 Shares 27,774 Est. Cost $19.33 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $699 Shares 22,313 Est. Cost $31.37 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $693 Shares 13,567 Est. Cost $51.46 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $689 Shares 6,000 Est. Cost $90.56 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $675 Shares 10,448 Est. Cost $53.36 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $675 Shares 2,626 Est. Cost $168.98 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $666 Shares 2,910 Est. Cost $228.75 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $659 Shares 8,523 Est. Cost $17.65 Unrealized +64.7%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $657 Shares 16,847 Est. Cost $46.50 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $650 Shares 3,673 Est. Cost $20.55 Unrealized +43.3%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.1%
Value ($000) $649 Shares 25,012 Est. Cost $26.63 Unrealized
FAF FIRST AMERN FINL CORP COM 0.1%
Value ($000) $642 Shares 11,337 Est. Cost $42.12 Unrealized +9.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $634 Shares 17,938 Est. Cost $31.60 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $631 Shares 1,787 Est. Cost $280.67 Unrealized +13.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $631 Shares 6,434 Est. Cost $77.23 Unrealized +4.1%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $624 Shares 1,887 Est. Cost $193.50 Unrealized +47.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $618 Shares 4,636 Est. Cost $98.04 Unrealized +0.0%
MET METLIFE INC COM 0.1%
Value ($000) $615 Shares 10,116 Est. Cost $37.56 Unrealized +26.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $607 Shares 1,197 Est. Cost $28.54 Unrealized +8.5%
WING WINGSTOP INC COM 0.1%
Value ($000) $602 Shares 4,734 Est. Cost $140.61 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $587 Shares 3,783 Est. Cost $107.04 Unrealized +31.8%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $585 Shares 3,889 Est. Cost $93.55 Unrealized +42.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $584 Shares 8,787 Est. Cost $54.03 Unrealized 0.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $584 Shares 7,555 Est. Cost $61.38 Unrealized +6.3%
MRTN MARTEN TRANS LTD COM 0.1%
Value ($000) $572 Shares 33,686 Est. Cost $11.06 Unrealized +38.5%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $568 Shares 769 Est. Cost $228.11 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $561 Shares 4,230 Est. Cost $76.01 Unrealized +70.6%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $552 Shares 7,271 Est. Cost $62.47 Unrealized -6.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $535 Shares 13,929 Est. Cost $33.50 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $530 Shares 10,015 Est. Cost $31.36 Unrealized +32.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $524 Shares 2,370 Est. Cost $164.51 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $519 Shares 2,038 Est. Cost $303.72 Unrealized -26.8%
HPQ HP INC COM 0.1%
Value ($000) $519 Shares 16,349 Est. Cost $17.61 Unrealized +32.5%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $518 Shares 3,288 Est. Cost $133.79 Unrealized +13.4%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $514 Shares 962 Est. Cost $9.17 Unrealized +46.2%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $506 Shares 8,444 Est. Cost $60.03 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $487 Shares 7,665 Est. Cost $49.20 Unrealized -6.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $475 Shares 3,734 Est. Cost $85.76 Unrealized +25.8%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $472 Shares 6,017 Est. Cost $53.02 Unrealized +62.4%
PROSHARES VIX SHORT-TERM FUTURES ETF 0.1%
Value ($000) $464 Shares 49,644 Est. Cost $13.74 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $464 Shares 7,117 Est. Cost $34.03 Unrealized +67.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $464 Shares 3,152 Est. Cost $118.14 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value ($000) $460 Shares 9,227 Est. Cost $49.84 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $456 Shares 2,396 Est. Cost $106.23 Unrealized +47.8%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $439 Shares 3,794 Est. Cost $67.34 Unrealized +38.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $435 Shares 4,933 Est. Cost $46.01 Unrealized +79.9%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $433 Shares 5,313 Est. Cost $64.91 Unrealized 0.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $416 Shares 1,889 Est. Cost $182.78 Unrealized +2.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $404 Shares 1,471 Est. Cost $198.70 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $398 Shares 1,677 Est. Cost $197.57 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $395 Shares 6,559 Est. Cost $51.26 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $395 Shares 4,657 Est. Cost $88.19 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $392 Shares 2,821 Est. Cost $109.30 Unrealized +1.4%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $382 Shares 2,306 Est. Cost $107.25 Unrealized +35.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $380 Shares 2,806 Est. Cost $164.30 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $377 Shares 951 Est. Cost $334.61 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $373 Shares 1,574 Est. Cost $205.20 Unrealized +7.6%
AVGO BROADCOM INC COM 0.1%
Value ($000) $363 Shares 783 Est. Cost $36.58 Unrealized +13.8%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $358 Shares 7,048 Est. Cost $50.40 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $355 Shares 9,371 Est. Cost $35.63 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $349 Shares 1,576 Est. Cost $136.85 Unrealized +35.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $345 Shares 662 Est. Cost $53.04 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $332 Shares 4,636 Est. Cost $43.99 Unrealized +30.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $332 Shares 7,237 Est. Cost $45.44 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $330 Shares 679 Est. Cost $368.26 Unrealized +29.1%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $325 Shares 10,433 Est. Cost $28.68 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.1%
Value ($000) $324 Shares 13,320 Est. Cost $24.30 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $320 Shares 2,383 Est. Cost $90.81 Unrealized +29.5%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $319 Shares 4,207 Est. Cost $55.76 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $315 Shares 2,424 Est. Cost $130.02 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $303 Shares 2,018 Est. Cost $86.73 Unrealized +50.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $301 Shares 1,260 Est. Cost $189.15 Unrealized +1.7%
TSLA TESLA INC COM 0.1%
Value ($000) $298 Shares 446 Est. Cost $251.06 Unrealized 0.0%
ADSK AUTODESK INC COM 0.1%
Value ($000) $296 Shares 1,069 Est. Cost $204.81 Unrealized +40.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $288 Shares 2,020 Est. Cost $114.71 Unrealized +35.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $286 Shares 2,468 Est. Cost $113.74 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $277 Shares 4,822 Est. Cost $51.24 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $274 Shares 4,854 Est. Cost $55.36 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $274 Shares 7,005 Est. Cost $23.04 Unrealized +37.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $271 Shares 4,647 Est. Cost $43.57 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $271 Shares 901 Est. Cost $300.74 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $258 Shares 8,443 Est. Cost $30.90 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $247 Shares 6,576 Est. Cost $26.27 Unrealized +8.1%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $244 Shares 1,894 Est. Cost $107.44 Unrealized +0.7%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $242 Shares 83,887 Est. Cost $3.13 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $241 Shares 4,720 Est. Cost $30.41 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $234 Shares 3,712 Est. Cost $50.08 Unrealized +1.9%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $234 Shares 4,512 Est. Cost $51.04 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $232 Shares 604 Est. Cost $407.75 Unrealized 0.0%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $231 Shares 4,416 Est. Cost $48.59 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $231 Shares 3,400 Est. Cost $68.00 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $230 Shares 7,680 Est. Cost $29.92 Unrealized
FS KKR CAP CORP II COM 0.0%
Value ($000) $230 Shares 11,753 Est. Cost $12.89 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $222 Shares 14,114 Est. Cost $8.99 Unrealized +33.2%
IT GARTNER INC COM 0.0%
Value ($000) $219 Shares 1,197 Est. Cost $173.86 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $214 Shares 1,865 Est. Cost $97.70 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $210 Shares 2,078 Est. Cost $101.09 Unrealized
LMNR LIMONEIRA CO COM 0.0%
Value ($000) $208 Shares 11,876 Est. Cost $17.01 Unrealized -11.4%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $206 Shares 6,711 Est. Cost $30.64 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $186 Shares 14,170 Est. Cost $47.62 Unrealized +24.4%
POWW AMMO INC COM 0.0%
Value ($000) $154 Shares 25,960 Est. Cost $6.44 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $130 Shares 10,589 Est. Cost $8.68 Unrealized 0.0%
STAFFING 360 SOLUTIONS INC COM NEW 0.0%
Value ($000) $123 Shares 131,427 Est. Cost $1.24 Unrealized
FURY FURY GOLD MINES LIMITED COM 0.0%
Value ($000) $22 Shares 17,374 Est. Cost $1.60 Unrealized -11.0%
VIVAKOR INC COM NEW 0.0%
Value ($000) $10 Shares 24,970 Est. Cost $0.41 Unrealized