Gen-Wealth Partners Inc Diversified Active

CIK: 0002023375 · Show all filings

Period: Q1 2024 (Next →)

Filing Date: May 15, 2024

Total Value ($000): $201,688 (100.0% shares, 0.0% debt)

Holdings (630)

SPYM SPDR PORTFOLIO S&P 500 ETF 8.3%
Value ($000) $16,809 Shares 273,191 Est. Cost $61.53 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.0%
Value ($000) $6,052 Shares 11,512 Est. Cost $525.74 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.6%
Value ($000) $5,313 Shares 32,329 Est. Cost $164.35 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 2.1%
Value ($000) $4,220 Shares 95,056 Est. Cost $44.40 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 2.0%
Value ($000) $4,096 Shares 75,302 Est. Cost $54.40 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.0%
Value ($000) $4,039 Shares 47,833 Est. Cost $84.44 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.9%
Value ($000) $3,784 Shares 36,454 Est. Cost $103.79 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.5%
Value ($000) $3,021 Shares 26,277 Est. Cost $114.96 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.3%
Value ($000) $2,679 Shares 14,340 Est. Cost $186.81 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.3%
Value ($000) $2,623 Shares 19,418 Est. Cost $135.06 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $2,568 Shares 6,104 Est. Cost $399.26 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.2%
Value ($000) $2,407 Shares 41,809 Est. Cost $57.57 Unrealized
CAT CATERPILLAR INC COM 1.1%
Value ($000) $2,268 Shares 6,188 Est. Cost $311.07 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.1%
Value ($000) $2,266 Shares 49,713 Est. Cost $45.59 Unrealized
PG PROCTER AND GAMBLE CO COM 1.0%
Value ($000) $2,092 Shares 12,892 Est. Cost $149.87 Unrealized 0.0%
WMT WALMART INC COM 1.0%
Value ($000) $2,083 Shares 34,612 Est. Cost $56.04 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 1.0%
Value ($000) $1,970 Shares 42,822 Est. Cost $46.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $1,950 Shares 10,213 Est. Cost $172.56 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,901 Shares 12,018 Est. Cost $150.24 Unrealized 0.0%
KEY KEYCORP COM 0.9%
Value ($000) $1,874 Shares 118,543 Est. Cost $13.16 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,845 Shares 6,542 Est. Cost $278.01 Unrealized 0.0%
MMM 3M CO COM 0.9%
Value ($000) $1,770 Shares 16,691 Est. Cost $79.29 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $1,744 Shares 11,054 Est. Cost $139.01 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $1,740 Shares 9,649 Est. Cost $166.93 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $1,739 Shares 8,681 Est. Cost $173.61 Unrealized 0.0%
KO COCA COLA CO COM 0.9%
Value ($000) $1,728 Shares 28,250 Est. Cost $56.70 Unrealized 0.0%
HD HOME DEPOT INC COM 0.8%
Value ($000) $1,564 Shares 4,077 Est. Cost $348.54 Unrealized 0.0%
AAPL APPLE INC COM 0.8%
Value ($000) $1,521 Shares 8,869 Est. Cost $180.25 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,479 Shares 12,086 Est. Cost $102.38 Unrealized 0.0%
AMGN AMGEN INC COM 0.7%
Value ($000) $1,466 Shares 5,157 Est. Cost $276.08 Unrealized 0.0%
MRK MERCK & CO INC COM 0.7%
Value ($000) $1,463 Shares 11,086 Est. Cost $115.77 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $1,431 Shares 13,299 Est. Cost $107.60 Unrealized
V VISA INC COM CL A 0.7%
Value ($000) $1,337 Shares 4,790 Est. Cost $272.36 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,291 Shares 2,610 Est. Cost $488.97 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,282 Shares 30,564 Est. Cost $35.93 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.6%
Value ($000) $1,258 Shares 36,061 Est. Cost $34.88 Unrealized
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,244 Shares 5,464 Est. Cost $202.90 Unrealized 0.0%
INTC INTEL CORP COM 0.6%
Value ($000) $1,242 Shares 28,117 Est. Cost $44.04 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.6%
Value ($000) $1,209 Shares 5,254 Est. Cost $206.72 Unrealized 0.0%
DOW DOW INC COM 0.6%
Value ($000) $1,200 Shares 20,715 Est. Cost $48.96 Unrealized 0.0%
MBB ISHARES MBS ETF 0.6%
Value ($000) $1,152 Shares 12,466 Est. Cost $92.42 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,144 Shares 22,919 Est. Cost $47.21 Unrealized 0.0%
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,133 Shares 2,333 Est. Cost $443.21 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,129 Shares 2,703 Est. Cost $372.27 Unrealized 0.0%
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,110 Shares 3,685 Est. Cost $285.15 Unrealized 0.0%
NKE NIKE INC CL B 0.5%
Value ($000) $1,066 Shares 11,343 Est. Cost $97.82 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,031 Shares 5,025 Est. Cost $180.75 Unrealized 0.0%
BA BOEING CO COM 0.5%
Value ($000) $960 Shares 4,972 Est. Cost $205.48 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $907 Shares 1,630 Est. Cost $556.40 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $901 Shares 7,748 Est. Cost $98.09 Unrealized 0.0%
PEP PEPSICO INC COM 0.4%
Value ($000) $865 Shares 4,944 Est. Cost $157.27 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $824 Shares 9,149 Est. Cost $81.33 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value ($000) $813 Shares 2,045 Est. Cost $397.76 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.4%
Value ($000) $798 Shares 9,548 Est. Cost $83.58 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.4%
Value ($000) $791 Shares 7,584 Est. Cost $97.81 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $774 Shares 8,177 Est. Cost $94.62 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.4%
Value ($000) $773 Shares 10,064 Est. Cost $64.75 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $769 Shares 3,079 Est. Cost $234.26 Unrealized 0.0%
ABT ABBOTT LABS COM 0.4%
Value ($000) $755 Shares 6,639 Est. Cost $110.78 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.4%
Value ($000) $743 Shares 4,856 Est. Cost $140.13 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $731 Shares 3,474 Est. Cost $210.30 Unrealized
GWW GRAINGER W W INC COM 0.4%
Value ($000) $725 Shares 713 Est. Cost $917.50 Unrealized 0.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $714 Shares 3,923 Est. Cost $161.99 Unrealized 0.0%
ECL ECOLAB INC COM 0.4%
Value ($000) $713 Shares 3,090 Est. Cost $207.94 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $705 Shares 4,361 Est. Cost $141.13 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $703 Shares 2,024 Est. Cost $313.46 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $694 Shares 19,903 Est. Cost $29.77 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $662 Shares 10,357 Est. Cost $55.40 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $661 Shares 4,378 Est. Cost $141.98 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $660 Shares 2,335 Est. Cost $258.00 Unrealized 0.0%
LIN LINDE PLC SHS 0.3%
Value ($000) $658 Shares 1,417 Est. Cost $422.36 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $642 Shares 2,393 Est. Cost $247.64 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $636 Shares 1,134 Est. Cost $538.88 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $617 Shares 5,079 Est. Cost $120.65 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.3%
Value ($000) $614 Shares 14,296 Est. Cost $42.95 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $610 Shares 9,717 Est. Cost $54.82 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.3%
Value ($000) $596 Shares 2,407 Est. Cost $230.65 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $594 Shares 4,624 Est. Cost $128.40 Unrealized
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $586 Shares 2,370 Est. Cost $247.41 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $571 Shares 5,036 Est. Cost $99.38 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $570 Shares 11,049 Est. Cost $51.60 Unrealized
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $568 Shares 6,253 Est. Cost $84.13 Unrealized 0.0%
ORCL ORACLE CORP COM 0.3%
Value ($000) $563 Shares 4,484 Est. Cost $112.35 Unrealized 0.0%
TGT TARGET CORP COM 0.3%
Value ($000) $562 Shares 3,173 Est. Cost $142.02 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.3%
Value ($000) $558 Shares 10,816 Est. Cost $53.09 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $557 Shares 4,421 Est. Cost $117.75 Unrealized 0.0%
T AT&T INC COM 0.3%
Value ($000) $552 Shares 31,338 Est. Cost $15.62 Unrealized 0.0%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.3%
Value ($000) $550 Shares 9,572 Est. Cost $57.41 Unrealized
PNR PENTAIR PLC SHS 0.3%
Value ($000) $527 Shares 6,169 Est. Cost $74.38 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $519 Shares 5,951 Est. Cost $80.66 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.3%
Value ($000) $518 Shares 3,933 Est. Cost $118.85 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $516 Shares 4,806 Est. Cost $107.42 Unrealized
CTAS CINTAS CORP COM 0.3%
Value ($000) $513 Shares 747 Est. Cost $151.67 Unrealized 0.0%
CB CHUBB LIMITED COM 0.3%
Value ($000) $509 Shares 1,965 Est. Cost $241.21 Unrealized 0.0%
NUE NUCOR CORP COM 0.3%
Value ($000) $506 Shares 2,557 Est. Cost $177.23 Unrealized 0.0%
ADBE ADOBE INC COM 0.3%
Value ($000) $506 Shares 1,003 Est. Cost $573.19 Unrealized 0.0%
DOV DOVER CORP COM 0.2%
Value ($000) $504 Shares 2,844 Est. Cost $157.66 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $503 Shares 961 Est. Cost $523.09 Unrealized
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $502 Shares 5,738 Est. Cost $79.49 Unrealized 0.0%
AOS SMITH A O CORP COM 0.2%
Value ($000) $499 Shares 5,580 Est. Cost $79.74 Unrealized 0.0%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.2%
Value ($000) $496 Shares 9,455 Est. Cost $52.46 Unrealized
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $496 Shares 3,992 Est. Cost $107.61 Unrealized 0.0%
LOW LOWES COS INC COM 0.2%
Value ($000) $495 Shares 1,944 Est. Cost $222.03 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $495 Shares 1,383 Est. Cost $330.34 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $489 Shares 667 Est. Cost $706.75 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $477 Shares 4,015 Est. Cost $109.59 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.2%
Value ($000) $474 Shares 1,935 Est. Cost $221.27 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $472 Shares 3,874 Est. Cost $101.75 Unrealized 0.0%
NDSN NORDSON CORP COM 0.2%
Value ($000) $464 Shares 1,690 Est. Cost $254.03 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $464 Shares 1,914 Est. Cost $232.50 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $464 Shares 4,734 Est. Cost $85.18 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $459 Shares 4,104 Est. Cost $104.61 Unrealized 0.0%
AFL AFLAC INC COM 0.2%
Value ($000) $458 Shares 5,339 Est. Cost $78.75 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.2%
Value ($000) $457 Shares 6,007 Est. Cost $74.66 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $450 Shares 16,008 Est. Cost $24.59 Unrealized 0.0%
SYY SYSCO CORP COM 0.2%
Value ($000) $449 Shares 5,534 Est. Cost $74.59 Unrealized 0.0%
AMCOR PLC ORD 0.2%
Value ($000) $449 Shares 47,183 Est. Cost $8.72 Unrealized 0.0%
PPG PPG INDS INC COM 0.2%
Value ($000) $445 Shares 3,068 Est. Cost $135.93 Unrealized 0.0%
O REALTY INCOME CORP COM 0.2%
Value ($000) $444 Shares 8,211 Est. Cost $48.62 Unrealized 0.0%
KVUE KENVUE INC COM 0.2%
Value ($000) $442 Shares 20,591 Est. Cost $18.84 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $442 Shares 3,415 Est. Cost $114.08 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.2%
Value ($000) $441 Shares 4,318 Est. Cost $92.96 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $438 Shares 2,824 Est. Cost $137.53 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $437 Shares 1,027 Est. Cost $427.27 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $435 Shares 1,099 Est. Cost $367.98 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $389 Shares 1,487 Est. Cost $46.33 Unrealized 0.0%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.2%
Value ($000) $387 Shares 8,927 Est. Cost $43.36 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $374 Shares 5,676 Est. Cost $65.87 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $365 Shares 1,401 Est. Cost $260.63 Unrealized
COR CENCORA INC COM 0.2%
Value ($000) $362 Shares 1,490 Est. Cost $226.42 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $362 Shares 2,757 Est. Cost $131.24 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $354 Shares 3,507 Est. Cost $100.81 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $350 Shares 4,727 Est. Cost $66.02 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $350 Shares 387 Est. Cost $72.44 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $343 Shares 17,992 Est. Cost $14.79 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $343 Shares 2,024 Est. Cost $169.37 Unrealized
FISV FISERV INC COM 0.2%
Value ($000) $336 Shares 2,100 Est. Cost $145.64 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $334 Shares 3,875 Est. Cost $75.99 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $331 Shares 956 Est. Cost $354.76 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $330 Shares 2,593 Est. Cost $107.63 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $330 Shares 7,850 Est. Cost $42.01 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $328 Shares 7,272 Est. Cost $45.15 Unrealized
INTU INTUIT COM 0.2%
Value ($000) $328 Shares 505 Est. Cost $631.25 Unrealized 0.0%
AZO AUTOZONE INC COM 0.2%
Value ($000) $328 Shares 104 Est. Cost $2858.33 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $326 Shares 1,305 Est. Cost $236.41 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $326 Shares 8,751 Est. Cost $32.36 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $325 Shares 560 Est. Cost $557.71 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $320 Shares 2,904 Est. Cost $110.21 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $315 Shares 2,295 Est. Cost $129.80 Unrealized 0.0%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.2%
Value ($000) $311 Shares 6,989 Est. Cost $44.49 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $310 Shares 698 Est. Cost $444.01 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $308 Shares 1,876 Est. Cost $160.29 Unrealized 0.0%
RTX RTX CORPORATION COM 0.2%
Value ($000) $304 Shares 3,120 Est. Cost $86.83 Unrealized 0.0%
ROL ROLLINS INC COM 0.2%
Value ($000) $303 Shares 6,555 Est. Cost $43.06 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $301 Shares 5,082 Est. Cost $57.48 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $300 Shares 2,441 Est. Cost $114.65 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $300 Shares 935 Est. Cost $306.18 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $295 Shares 4,107 Est. Cost $64.75 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $291 Shares 605 Est. Cost $480.70 Unrealized
WPC WP CAREY INC COM 0.1%
Value ($000) $291 Shares 5,150 Est. Cost $56.44 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $287 Shares 4,756 Est. Cost $54.70 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $282 Shares 3,141 Est. Cost $89.67 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $280 Shares 898 Est. Cost $295.79 Unrealized 0.0%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $278 Shares 275 Est. Cost $1010.03 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $274 Shares 603 Est. Cost $456.95 Unrealized 0.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $273 Shares 11,984 Est. Cost $22.77 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $272 Shares 1,398 Est. Cost $182.08 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $269 Shares 2,355 Est. Cost $114.12 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $268 Shares 478 Est. Cost $549.49 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $266 Shares 236 Est. Cost $69.94 Unrealized 0.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $263 Shares 2,504 Est. Cost $105.03 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $262 Shares 197 Est. Cost $1232.79 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $262 Shares 2,215 Est. Cost $118.29 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $261 Shares 9,394 Est. Cost $24.65 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $259 Shares 1,287 Est. Cost $164.35 Unrealized 0.0%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $257 Shares 1,671 Est. Cost $115.29 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $254 Shares 6,697 Est. Cost $32.80 Unrealized 0.0%
PCAR PACCAR INC COM 0.1%
Value ($000) $253 Shares 2,040 Est. Cost $100.80 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $251 Shares 3,072 Est. Cost $62.67 Unrealized 0.0%
AVGO BROADCOM INC COM 0.1%
Value ($000) $249 Shares 188 Est. Cost $121.22 Unrealized 0.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $248 Shares 255 Est. Cost $971.57 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $246 Shares 295 Est. Cost $833.70 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $238 Shares 3,566 Est. Cost $57.62 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $237 Shares 758 Est. Cost $277.92 Unrealized 0.0%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $235 Shares 2,990 Est. Cost $78.64 Unrealized
DCI DONALDSON INC COM 0.1%
Value ($000) $232 Shares 3,104 Est. Cost $65.94 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $231 Shares 2,890 Est. Cost $79.86 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $229 Shares 2,970 Est. Cost $33.99 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $229 Shares 2,258 Est. Cost $94.62 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $229 Shares 1,074 Est. Cost $191.03 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $227 Shares 2,834 Est. Cost $66.73 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $226 Shares 1,086 Est. Cost $184.81 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $222 Shares 2,156 Est. Cost $102.76 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $221 Shares 1,998 Est. Cost $110.54 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $218 Shares 1,399 Est. Cost $155.91 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $215 Shares 172 Est. Cost $1250.79 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $212 Shares 1,618 Est. Cost $130.73 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $211 Shares 893 Est. Cost $235.79 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $210 Shares 2,194 Est. Cost $84.00 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $209 Shares 1,615 Est. Cost $108.81 Unrealized 0.0%
ATR APTARGROUP INC COM 0.1%
Value ($000) $206 Shares 1,435 Est. Cost $131.99 Unrealized 0.0%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $197 Shares 253 Est. Cost $702.49 Unrealized 0.0%
CION CION INVT CORP COM 0.1%
Value ($000) $196 Shares 17,859 Est. Cost $8.24 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $194 Shares 8,549 Est. Cost $22.75 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $193 Shares 1,182 Est. Cost $134.98 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $191 Shares 659 Est. Cost $265.09 Unrealized 0.0%
NI NISOURCE INC COM 0.1%
Value ($000) $190 Shares 6,877 Est. Cost $24.83 Unrealized 0.0%
IEX IDEX CORP COM 0.1%
Value ($000) $190 Shares 779 Est. Cost $220.24 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $190 Shares 607 Est. Cost $267.60 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $187 Shares 4,429 Est. Cost $42.23 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $185 Shares 2,712 Est. Cost $68.13 Unrealized
ANSYS INC COM 0.1%
Value ($000) $184 Shares 530 Est. Cost $347.16 Unrealized
CNM CORE & MAIN INC CL A 0.1%
Value ($000) $183 Shares 3,205 Est. Cost $45.79 Unrealized 0.0%
KR KROGER CO COM 0.1%
Value ($000) $183 Shares 3,200 Est. Cost $47.33 Unrealized 0.0%
FROG JFROG LTD ORD SHS 0.1%
Value ($000) $182 Shares 4,125 Est. Cost $38.72 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $181 Shares 2,083 Est. Cost $86.67 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $179 Shares 520 Est. Cost $328.72 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $178 Shares 1,052 Est. Cost $148.53 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $178 Shares 3,282 Est. Cost $46.17 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $178 Shares 1,840 Est. Cost $88.45 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $177 Shares 2,420 Est. Cost $74.12 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $177 Shares 2,630 Est. Cost $53.68 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $176 Shares 1,321 Est. Cost $137.66 Unrealized 0.0%
EIX EDISON INTL COM 0.1%
Value ($000) $176 Shares 2,486 Est. Cost $62.61 Unrealized 0.0%
POOL POOL CORP COM 0.1%
Value ($000) $175 Shares 434 Est. Cost $379.90 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $174 Shares 7,400 Est. Cost $23.57 Unrealized
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.1%
Value ($000) $174 Shares 13,039 Est. Cost $13.36 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $174 Shares 3,534 Est. Cost $42.64 Unrealized 0.0%
RMD RESMED INC COM 0.1%
Value ($000) $174 Shares 877 Est. Cost $180.21 Unrealized 0.0%
EXC EXELON CORP COM 0.1%
Value ($000) $172 Shares 4,569 Est. Cost $33.22 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $172 Shares 1,284 Est. Cost $129.53 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $171 Shares 987 Est. Cost $165.95 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.1%
Value ($000) $171 Shares 489 Est. Cost $267.38 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $171 Shares 993 Est. Cost $149.27 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $168 Shares 1,263 Est. Cost $125.21 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $168 Shares 1,500 Est. Cost $90.62 Unrealized 0.0%
HSIC HENRY SCHEIN INC COM 0.1%
Value ($000) $168 Shares 2,222 Est. Cost $75.01 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $167 Shares 309 Est. Cost $546.49 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $165 Shares 296 Est. Cost $498.54 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.1%
Value ($000) $164 Shares 372 Est. Cost $391.13 Unrealized 0.0%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $161 Shares 620 Est. Cost $220.68 Unrealized 0.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $159 Shares 2,245 Est. Cost $70.88 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $159 Shares 2,266 Est. Cost $60.59 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $159 Shares 26,732 Est. Cost $5.93 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $158 Shares 1,728 Est. Cost $88.61 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $157 Shares 5,494 Est. Cost $26.68 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $155 Shares 126 Est. Cost $997.72 Unrealized 0.0%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $154 Shares 486 Est. Cost $253.75 Unrealized 0.0%
MOD MODINE MFG CO COM 0.1%
Value ($000) $153 Shares 1,610 Est. Cost $77.32 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $151 Shares 1,290 Est. Cost $98.59 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $150 Shares 3,450 Est. Cost $40.63 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $149 Shares 753 Est. Cost $186.13 Unrealized 0.0%
AES AES CORP COM 0.1%
Value ($000) $147 Shares 8,193 Est. Cost $15.22 Unrealized 0.0%
HRTS TEMA OBESITY & CARDIOMETABOLIC ETF 0.1%
Value ($000) $147 Shares 4,290 Est. Cost $34.18 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $144 Shares 1,803 Est. Cost $79.83 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value ($000) $144 Shares 5,327 Est. Cost $27.00 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.1%
Value ($000) $142 Shares 1,130 Est. Cost $114.04 Unrealized 0.0%
DE DEERE & CO COM 0.1%
Value ($000) $140 Shares 340 Est. Cost $372.54 Unrealized 0.0%
URTH ISHARES MSCI WORLD ETF 0.1%
Value ($000) $139 Shares 958 Est. Cost $144.91 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $137 Shares 2,005 Est. Cost $66.57 Unrealized 0.0%
PCG PG&E CORP COM 0.1%
Value ($000) $135 Shares 8,072 Est. Cost $16.58 Unrealized 0.0%
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.1%
Value ($000) $134 Shares 1,890 Est. Cost $56.89 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $133 Shares 960 Est. Cost $122.72 Unrealized 0.0%
GNTX GENTEX CORP COM 0.1%
Value ($000) $132 Shares 3,641 Est. Cost $34.59 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $131 Shares 1,435 Est. Cost $84.95 Unrealized 0.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $131 Shares 1,440 Est. Cost $91.25 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $130 Shares 9,813 Est. Cost $10.69 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $130 Shares 2,912 Est. Cost $38.64 Unrealized 0.0%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $130 Shares 4,404 Est. Cost $29.46 Unrealized
CPRT COPART INC COM 0.1%
Value ($000) $129 Shares 2,229 Est. Cost $51.42 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $128 Shares 1,205 Est. Cost $99.79 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $128 Shares 767 Est. Cost $156.66 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $128 Shares 668 Est. Cost $191.88 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $127 Shares 1,365 Est. Cost $83.90 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 0.1%
Value ($000) $126 Shares 1,300 Est. Cost $97.20 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $125 Shares 604 Est. Cost $170.60 Unrealized 0.0%
GNL GLOBAL NET LEASE INC COM NEW 0.1%
Value ($000) $122 Shares 15,701 Est. Cost $7.77 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADR 0.1%
Value ($000) $121 Shares 970 Est. Cost $124.99 Unrealized
DASH DOORDASH INC CL A 0.1%
Value ($000) $121 Shares 880 Est. Cost $117.80 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $119 Shares 2,050 Est. Cost $54.96 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $117 Shares 4,012 Est. Cost $29.18 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $117 Shares 954 Est. Cost $117.79 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.1%
Value ($000) $115 Shares 1,385 Est. Cost $72.90 Unrealized 0.0%
NOW SERVICENOW INC COM 0.1%
Value ($000) $114 Shares 150 Est. Cost $151.51 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $113 Shares 249 Est. Cost $415.91 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $113 Shares 2,930 Est. Cost $34.64 Unrealized 0.0%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $112 Shares 1,699 Est. Cost $65.95 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $111 Shares 634 Est. Cost $116.41 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $110 Shares 533 Est. Cost $205.72 Unrealized
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $109 Shares 129 Est. Cost $84.67 Unrealized 0.0%
CELESTICA INC SUB VTG SHS 0.1%
Value ($000) $109 Shares 2,425 Est. Cost $44.94 Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.1%
Value ($000) $108 Shares 875 Est. Cost $123.13 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $106 Shares 2,441 Est. Cost $35.70 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $105 Shares 362 Est. Cost $289.98 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $103 Shares 1,833 Est. Cost $56.40 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $103 Shares 2,100 Est. Cost $49.19 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $102 Shares 1,025 Est. Cost $89.54 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $101 Shares 823 Est. Cost $123.18 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $101 Shares 2,733 Est. Cost $35.47 Unrealized 0.0%
COUCHBASE INC COM 0.1%
Value ($000) $101 Shares 3,835 Est. Cost $26.31 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $99 Shares 1,625 Est. Cost $60.74 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $98 Shares 332 Est. Cost $247.59 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $96 Shares 200 Est. Cost $452.59 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $95 Shares 3,418 Est. Cost $27.94 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $94 Shares 26 Est. Cost $3508.24 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $94 Shares 1,313 Est. Cost $67.33 Unrealized 0.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $94 Shares 1,250 Est. Cost $62.88 Unrealized 0.0%
NTRA NATERA INC COM 0.0%
Value ($000) $94 Shares 1,030 Est. Cost $75.21 Unrealized 0.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $92 Shares 2,869 Est. Cost $32.23 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $91 Shares 940 Est. Cost $90.55 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $91 Shares 695 Est. Cost $122.33 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $90 Shares 5,571 Est. Cost $16.13 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $90 Shares 3,370 Est. Cost $26.64 Unrealized
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $89 Shares 1,045 Est. Cost $77.49 Unrealized 0.0%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $88 Shares 1,250 Est. Cost $53.61 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $87 Shares 469 Est. Cost $140.32 Unrealized 0.0%
REV GROUP INC COM 0.0%
Value ($000) $86 Shares 3,905 Est. Cost $22.09 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $86 Shares 4,550 Est. Cost $16.75 Unrealized 0.0%
BLBD BLUE BIRD CORP COM 0.0%
Value ($000) $85 Shares 2,210 Est. Cost $30.62 Unrealized 0.0%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $83 Shares 1,871 Est. Cost $44.40 Unrealized
DFH DREAM FINDERS HOMES INC COM CL A 0.0%
Value ($000) $83 Shares 1,895 Est. Cost $35.21 Unrealized 0.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $83 Shares 311 Est. Cost $265.63 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $83 Shares 1,808 Est. Cost $45.67 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $81 Shares 1,519 Est. Cost $47.11 Unrealized 0.0%
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.0%
Value ($000) $81 Shares 3,020 Est. Cost $28.41 Unrealized 0.0%
SN SHARKNINJA INC COM SHS 0.0%
Value ($000) $81 Shares 1,295 Est. Cost $52.90 Unrealized 0.0%
AROC ARCHROCK INC COM 0.0%
Value ($000) $81 Shares 4,100 Est. Cost $15.95 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $80 Shares 7,040 Est. Cost $11.35 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $32.61 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $80 Shares 127 Est. Cost $600.96 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $78 Shares 4,257 Est. Cost $15.98 Unrealized 0.0%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $78 Shares 286 Est. Cost $234.27 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $77 Shares 1,105 Est. Cost $48.74 Unrealized 0.0%
CRH CRH PLC ORD 0.0%
Value ($000) $76 Shares 885 Est. Cost $74.71 Unrealized 0.0%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $75 Shares 334 Est. Cost $212.29 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $75 Shares 3,239 Est. Cost $21.31 Unrealized 0.0%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $74 Shares 1,250 Est. Cost $56.94 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $73 Shares 284 Est. Cost $208.24 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $73 Shares 1,900 Est. Cost $38.48 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $73 Shares 700 Est. Cost $100.53 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $71 Shares 673 Est. Cost $47.68 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $71 Shares 434 Est. Cost $162.94 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $71 Shares 1,217 Est. Cost $58.06 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $70 Shares 583 Est. Cost $119.41 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $70 Shares 2,280 Est. Cost $28.23 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $69 Shares 278 Est. Cost $249.86 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $69 Shares 660 Est. Cost $104.73 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $69 Shares 612 Est. Cost $100.88 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $66 Shares 965 Est. Cost $68.83 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $66 Shares 1,145 Est. Cost $52.67 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $64 Shares 532 Est. Cost $120.99 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $64 Shares 311 Est. Cost $180.39 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $64 Shares 7,800 Est. Cost $8.16 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $63 Shares 957 Est. Cost $56.62 Unrealized 0.0%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $61 Shares 1,655 Est. Cost $37.06 Unrealized
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $60 Shares 1,480 Est. Cost $40.47 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $59 Shares 589 Est. Cost $81.45 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $58 Shares 1,289 Est. Cost $38.00 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $58 Shares 1,924 Est. Cost $27.31 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $57 Shares 220 Est. Cost $259.90 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $56 Shares 4,042 Est. Cost $11.94 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $55 Shares 1,374 Est. Cost $36.29 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $54 Shares 1,440 Est. Cost $37.68 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $54 Shares 619 Est. Cost $87.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $53 Shares 127 Est. Cost $393.34 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $53 Shares 211 Est. Cost $241.47 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $52 Shares 489 Est. Cost $97.73 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $51 Shares 700 Est. Cost $73.15 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $51 Shares 933 Est. Cost $47.73 Unrealized 0.0%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $51 Shares 3,150 Est. Cost $16.13 Unrealized
TKR TIMKEN CO COM 0.0%
Value ($000) $50 Shares 575 Est. Cost $82.48 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $50 Shares 588 Est. Cost $76.74 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $50 Shares 1,801 Est. Cost $24.97 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $48 Shares 5,507 Est. Cost $9.64 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $47 Shares 595 Est. Cost $70.82 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $47 Shares 316 Est. Cost $136.41 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $46 Shares 2,451 Est. Cost $16.13 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $46 Shares 725 Est. Cost $52.53 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $46 Shares 381 Est. Cost $111.48 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $45 Shares 400 Est. Cost $103.38 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $44 Shares 471 Est. Cost $94.25 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $44 Shares 534 Est. Cost $75.25 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $44 Shares 150 Est. Cost $264.00 Unrealized 0.0%
WESTROCK CO COM 0.0%
Value ($000) $42 Shares 855 Est. Cost $49.45 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $42 Shares 1,165 Est. Cost $30.49 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $41 Shares 571 Est. Cost $64.26 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $41 Shares 774 Est. Cost $45.37 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $40 Shares 547 Est. Cost $71.99 Unrealized 0.0%
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $40 Shares 515 Est. Cost $74.42 Unrealized 0.0%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $38 Shares 6,935 Est. Cost $5.52 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $38 Shares 265 Est. Cost $133.14 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $37 Shares 145 Est. Cost $237.76 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $37 Shares 655 Est. Cost $47.27 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $37 Shares 733 Est. Cost $50.17 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $36 Shares 710 Est. Cost $48.13 Unrealized 0.0%
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $35 Shares 691 Est. Cost $51.25 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $35 Shares 759 Est. Cost $46.07 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $35 Shares 1,014 Est. Cost $33.57 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $34 Shares 1,755 Est. Cost $18.19 Unrealized 0.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $34 Shares 606 Est. Cost $56.59 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $135.69 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $34 Shares 943 Est. Cost $31.54 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $34 Shares 1,897 Est. Cost $15.42 Unrealized 0.0%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $34 Shares 4,870 Est. Cost $6.89 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $33 Shares 446 Est. Cost $66.93 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $32 Shares 62 Est. Cost $516.50 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $30 Shares 945 Est. Cost $31.67 Unrealized
PEBO PEOPLES BANCORP INC COM 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $29.36 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $29 Shares 576 Est. Cost $46.11 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $50.13 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $29 Shares 1,643 Est. Cost $17.56 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 620 Est. Cost $42.14 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $20.98 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 161 Est. Cost $153.78 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $25 Shares 547 Est. Cost $39.00 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $24 Shares 760 Est. Cost $32.23 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $65.20 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $22 Shares 535 Est. Cost $41.08 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $21 Shares 450 Est. Cost $44.50 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $21 Shares 910 Est. Cost $19.82 Unrealized 0.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $16.64 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $19 Shares 380 Est. Cost $44.40 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $18 Shares 203 Est. Cost $82.96 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $18 Shares 608 Est. Cost $28.48 Unrealized 0.0%
FTS FORTIS INC COM 0.0%
Value ($000) $18 Shares 459 Est. Cost $37.04 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $18 Shares 331 Est. Cost $51.18 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $18 Shares 98 Est. Cost $174.81 Unrealized 0.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $18 Shares 273 Est. Cost $61.35 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $17 Shares 287 Est. Cost $52.54 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $16 Shares 580 Est. Cost $28.36 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $16 Shares 277 Est. Cost $58.62 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $16 Shares 2,115 Est. Cost $7.66 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $16 Shares 209 Est. Cost $28.53 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $16 Shares 617 Est. Cost $10.98 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $16 Shares 89 Est. Cost $157.89 Unrealized 0.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $15 Shares 223 Est. Cost $68.22 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $14 Shares 217 Est. Cost $57.57 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 110 Est. Cost $125.33 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $13 Shares 257 Est. Cost $49.66 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $13 Shares 38 Est. Cost $344.21 Unrealized
MACATAWA BK CORP COM 0.0%
Value ($000) $13 Shares 1,280 Est. Cost $9.79 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $12 Shares 95 Est. Cost $131.09 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $195.37 Unrealized 0.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $12 Shares 207 Est. Cost $49.65 Unrealized 0.0%
HL HECLA MNG CO COM 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.95 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 280 Est. Cost $42.55 Unrealized
IQ CBRE NEXTGEN REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 600 Est. Cost $19.73 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $12 Shares 2,185 Est. Cost $5.30 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $11 Shares 850 Est. Cost $13.36 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $11 Shares 588 Est. Cost $15.85 Unrealized 0.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $11 Shares 275 Est. Cost $39.81 Unrealized
FIRST TR HIGH INCOME LONG / SH COM 0.0%
Value ($000) $11 Shares 901 Est. Cost $11.93 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $11 Shares 380 Est. Cost $28.00 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $67.34 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $10 Shares 78 Est. Cost $123.03 Unrealized 0.0%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $10 Shares 589 Est. Cost $16.61 Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $10 Shares 150 Est. Cost $58.09 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $9 Shares 130 Est. Cost $73.04 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $9 Shares 659 Est. Cost $14.32 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $9 Shares 709 Est. Cost $13.25 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $9 Shares 372 Est. Cost $22.98 Unrealized 0.0%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.15 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 15 Est. Cost $56.38 Unrealized 0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $9 Shares 217 Est. Cost $26.63 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $9 Shares 155 Est. Cost $50.60 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $9 Shares 57 Est. Cost $155.84 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $9 Shares 194 Est. Cost $40.41 Unrealized 0.0%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.14 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 40 Est. Cost $208.28 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 46 Est. Cost $143.84 Unrealized 0.0%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $8 Shares 2,500 Est. Cost $2.55 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $8 Shares 201 Est. Cost $32.99 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $33.61 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $8 Shares 109 Est. Cost $68.90 Unrealized 0.0%
GLOBALSTAR INC COM 0.0%
Value ($000) $7 Shares 5,000 Est. Cost $1.47 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $7 Shares 168 Est. Cost $42.71 Unrealized 0.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 180 Est. Cost $40.27 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $7 Shares 117 Est. Cost $51.93 Unrealized 0.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $128.58 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $7 Shares 455 Est. Cost $13.80 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $7 Shares 929 Est. Cost $7.19 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $7 Shares 395 Est. Cost $16.86 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.89 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.69 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.44 Unrealized 0.0%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $79.91 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $6 Shares 495 Est. Cost $11.94 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6 Shares 595 Est. Cost $9.90 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 63 Est. Cost $93.19 Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $6 Shares 180 Est. Cost $31.53 Unrealized 0.0%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.83 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $6 Shares 254 Est. Cost $21.69 Unrealized
KSTR KRANESHARES SSE STAR MARKET 50 INDEX ETF 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.94 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $66.30 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $111.48 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $61.04 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $5 Shares 88 Est. Cost $58.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.34 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.34 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.35 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $5 Shares 453 Est. Cost $14.41 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $5 Shares 208 Est. Cost $23.80 Unrealized
NSP INSPERITY INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $99.25 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $239.79 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $5 Shares 250 Est. Cost $19.69 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.27 Unrealized 0.0%
BWMX BETTERWARE DE MEXC S A P I DE SHS 0.0%
Value ($000) $5 Shares 245 Est. Cost $13.05 Unrealized 0.0%
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.75 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $65.94 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $5 Shares 5 Est. Cost $970.40 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.85 Unrealized 0.0%
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $5 Shares 190 Est. Cost $19.29 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $97.94 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $304.32 Unrealized 0.0%
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $93.52 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.60 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $5 Shares 35 Est. Cost $121.35 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $88.72 Unrealized 0.0%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 24 Est. Cost $176.58 Unrealized 0.0%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $47.76 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.29 Unrealized
GIC GLOBAL INDUSTRIAL COMPANY COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.96 Unrealized 0.0%
CVI CVR ENERGY INC COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $31.71 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.14 Unrealized 0.0%
SPOK SPOK HLDGS INC COM 0.0%
Value ($000) $4 Shares 270 Est. Cost $16.46 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $39.03 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 99 Est. Cost $41.81 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 343 Est. Cost $11.04 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $4 Shares 265 Est. Cost $14.51 Unrealized 0.0%
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $4 Shares 417 Est. Cost $9.68 Unrealized
RC READY CAPITAL CORP COM 0.0%
Value ($000) $4 Shares 441 Est. Cost $9.13 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 10 Est. Cost $377.87 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 90 Est. Cost $42.87 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.02 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.40 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.72 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 700 Est. Cost $5.25 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $4 Shares 426 Est. Cost $8.29 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $4 Shares 170 Est. Cost $18.07 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 162 Est. Cost $21.81 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.07 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $39.15 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 40 Est. Cost $79.65 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.18 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $95.36 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.72 Unrealized
CANGO INC ADS 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.52 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.71 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $41.70 Unrealized
ENVESTNET INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.92 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $59.19 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $3 Shares 89 Est. Cost $29.06 Unrealized 0.0%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $3 Shares 266 Est. Cost $10.75 Unrealized 0.0%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.34 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $100.80 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $179.97 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.80 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $3 Shares 10 Est. Cost $251.70 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.13 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $2 Shares 57 Est. Cost $37.97 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.40 Unrealized 0.0%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $2 Shares 158 Est. Cost $15.82 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.58 Unrealized 0.0%
SKY SKYLINE CHAMPION CORPORATION COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.22 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.33 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $116.69 Unrealized 0.0%
BHM BLUEROCK HOMES TRUST INC COM CL A 0.0%
Value ($000) $2 Shares 106 Est. Cost $16.97 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.81 Unrealized 0.0%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.45 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.39 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $2 Shares 85 Est. Cost $18.69 Unrealized 0.0%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.37 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.00 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.27 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.54 Unrealized 0.0%
STEELCASE INC CL A 0.0%
Value ($000) $1 Shares 109 Est. Cost $13.08 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.35 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $118.45 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $27.78 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.80 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.59 Unrealized 0.0%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.11 Unrealized 0.0%
IONQ IONQ INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $10.68 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $43.81 Unrealized 0.0%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.63 Unrealized 0.0%
BCYC BICYCLE THERAPEUTICS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.90 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $1 Shares 370 Est. Cost $2.14 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.04 Unrealized 0.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 235 Est. Cost $3.72 Unrealized 0.0%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 138 Est. Cost $5.21 Unrealized 0.0%
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 136 Est. Cost $6.17 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $61.23 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.83 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.15 Unrealized 0.0%
OUST OUSTER INC COM NEW 0.0%
Value ($000) $1 Shares 82 Est. Cost $5.69 Unrealized 0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.73 Unrealized 0.0%
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.96 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.70 Unrealized 0.0%
TFF PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.04 Unrealized
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $1 Shares 216 Est. Cost $2.79 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $31.16 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.20 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.08 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $18.15 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $0 Shares 21 Est. Cost $23.24 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $0 Shares 43 Est. Cost $10.99 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.57 Unrealized 0.0%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.31 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.75 Unrealized 0.0%
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value ($000) $0 Shares 130 Est. Cost $2.43 Unrealized 0.0%
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 135 Est. Cost $2.26 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.67 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 68 Est. Cost $4.92 Unrealized 0.0%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.71 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.78 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 231 Est. Cost $1.16 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.86 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.97 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.84 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.90 Unrealized
SUNPOWER CORP COM 0.0%
Value ($000) $0 Shares 61 Est. Cost $3.00 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.32 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.20 Unrealized 0.0%
PROSHARES ULTRASHORT S&P500 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.75 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.23 Unrealized 0.0%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.40 Unrealized
IM CANNABIS CORP COM 0.0%
Value ($000) $0 Shares 108 Est. Cost $0.53 Unrealized
DMTKQ DERMTECH INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $0.70 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.02 Unrealized