Gen-Wealth Partners Inc Diversified Active

CIK: 0002023375 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $206,961 (100.0% shares, 0.0% debt)

Holdings (647)

SPYM SPDR PORTFOLIO S&P 500 ETF 7.9%
Value ($000) $16,266 Shares 254,159 Est. Cost $61.53 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.4%
Value ($000) $7,106 Shares 76,789 Est. Cost $87.49 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 3.0%
Value ($000) $6,140 Shares 130,805 Est. Cost $45.09 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.7%
Value ($000) $5,619 Shares 10,268 Est. Cost $525.74 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.7%
Value ($000) $5,558 Shares 32,550 Est. Cost $164.35 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.5%
Value ($000) $5,117 Shares 50,023 Est. Cost $103.39 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.4%
Value ($000) $2,885 Shares 19,172 Est. Cost $135.06 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $2,798 Shares 6,259 Est. Cost $399.70 Unrealized +4.4%
IVE ISHARES S&P 500 VALUE ETF 1.3%
Value ($000) $2,704 Shares 14,854 Est. Cost $186.64 Unrealized
WMT WALMART INC COM 1.2%
Value ($000) $2,569 Shares 37,938 Est. Cost $56.56 Unrealized +9.6%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.2%
Value ($000) $2,498 Shares 42,202 Est. Cost $57.57 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.2%
Value ($000) $2,426 Shares 45,739 Est. Cost $54.40 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $2,254 Shares 13,664 Est. Cost $150.28 Unrealized +4.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.0%
Value ($000) $2,158 Shares 47,732 Est. Cost $45.59 Unrealized
CAT CATERPILLAR INC COM 1.0%
Value ($000) $1,994 Shares 5,986 Est. Cost $311.07 Unrealized +8.9%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,934 Shares 13,235 Est. Cost $149.43 Unrealized -5.3%
KO COCA COLA CO COM 0.9%
Value ($000) $1,934 Shares 30,379 Est. Cost $56.85 Unrealized +3.6%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.9%
Value ($000) $1,918 Shares 42,073 Est. Cost $46.00 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $1,907 Shares 9,055 Est. Cost $180.35 Unrealized +2.6%
MMM 3M CO COM 0.9%
Value ($000) $1,904 Shares 18,628 Est. Cost $80.84 Unrealized +16.6%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $1,875 Shares 9,704 Est. Cost $166.93 Unrealized +10.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.9%
Value ($000) $1,855 Shares 10,728 Est. Cost $172.24 Unrealized -3.7%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,819 Shares 7,137 Est. Cost $276.09 Unrealized -7.6%
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $1,770 Shares 8,752 Est. Cost $173.61 Unrealized +9.0%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,753 Shares 11,206 Est. Cost $139.14 Unrealized +6.6%
AMGN AMGEN INC COM 0.8%
Value ($000) $1,742 Shares 5,575 Est. Cost $276.32 Unrealized +1.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,509 Shares 28,181 Est. Cost $52.77 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,491 Shares 4,330 Est. Cost $347.31 Unrealized -5.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $1,421 Shares 13,340 Est. Cost $107.60 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $1,410 Shares 2,768 Est. Cost $488.06 Unrealized -3.1%
MRK MERCK & CO INC COM 0.7%
Value ($000) $1,384 Shares 11,183 Est. Cost $115.77 Unrealized +5.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.7%
Value ($000) $1,350 Shares 3,451 Est. Cost $395.06 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,330 Shares 32,242 Est. Cost $35.96 Unrealized +1.4%
V VISA INC COM CL A 0.6%
Value ($000) $1,323 Shares 5,039 Est. Cost $272.28 Unrealized -0.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.6%
Value ($000) $1,314 Shares 11,016 Est. Cost $114.96 Unrealized
DIS DISNEY WALT CO COM 0.6%
Value ($000) $1,265 Shares 12,744 Est. Cost $102.55 Unrealized +2.9%
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,221 Shares 2,699 Est. Cost $372.27 Unrealized +13.8%
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,218 Shares 5,261 Est. Cost $202.90 Unrealized +12.0%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,140 Shares 23,991 Est. Cost $47.13 Unrealized -3.9%
MBB ISHARES MBS ETF 0.5%
Value ($000) $1,130 Shares 12,309 Est. Cost $92.42 Unrealized
DOW DOW INC COM 0.5%
Value ($000) $1,130 Shares 21,294 Est. Cost $49.02 Unrealized +4.5%
BA BOEING CO COM 0.5%
Value ($000) $1,127 Shares 6,193 Est. Cost $200.11 Unrealized -10.9%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $1,123 Shares 31,592 Est. Cost $34.88 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,115 Shares 5,221 Est. Cost $180.87 Unrealized +1.6%
TRV TRAVELERS COMPANIES INC COM 0.5%
Value ($000) $1,099 Shares 5,406 Est. Cost $206.78 Unrealized +1.0%
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,065 Shares 2,112 Est. Cost $443.21 Unrealized +9.0%
NKE NIKE INC CL B 0.5%
Value ($000) $1,008 Shares 13,368 Est. Cost $96.59 Unrealized -7.1%
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,001 Shares 3,893 Est. Cost $284.06 Unrealized -6.8%
INTC INTEL CORP COM 0.5%
Value ($000) $982 Shares 31,722 Est. Cost $42.73 Unrealized -23.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $964 Shares 1,802 Est. Cost $554.37 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $949 Shares 9,779 Est. Cost $81.83 Unrealized +8.8%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $917 Shares 7,968 Est. Cost $98.42 Unrealized +11.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $907 Shares 3,799 Est. Cost $234.71 Unrealized +0.8%
PEP PEPSICO INC COM 0.4%
Value ($000) $902 Shares 5,469 Est. Cost $157.75 Unrealized +2.9%
CHD CHURCH & DWIGHT CO INC COM 0.4%
Value ($000) $898 Shares 8,658 Est. Cost $98.55 Unrealized +5.3%
MKC MCCORMICK & CO INC COM NON VTG 0.4%
Value ($000) $842 Shares 11,867 Est. Cost $65.50 Unrealized +6.4%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $817 Shares 5,724 Est. Cost $131.16 Unrealized
ECL ECOLAB INC COM 0.4%
Value ($000) $811 Shares 3,409 Est. Cost $209.73 Unrealized +8.3%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $797 Shares 3,930 Est. Cost $209.44 Unrealized
CLX CLOROX CO DEL COM 0.4%
Value ($000) $782 Shares 5,731 Est. Cost $138.80 Unrealized -5.3%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $780 Shares 4,280 Est. Cost $141.98 Unrealized +17.9%
ABT ABBOTT LABS COM 0.4%
Value ($000) $733 Shares 7,051 Est. Cost $110.32 Unrealized -6.7%
ABBV ABBVIE INC COM 0.4%
Value ($000) $728 Shares 4,244 Est. Cost $161.63 Unrealized -2.8%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $727 Shares 5,829 Est. Cost $120.12 Unrealized -3.0%
ROP ROPER TECHNOLOGIES INC COM 0.4%
Value ($000) $727 Shares 1,290 Est. Cost $538.19 Unrealized -0.9%
LIN LINDE PLC SHS 0.3%
Value ($000) $718 Shares 1,637 Est. Cost $423.46 Unrealized +1.7%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $697 Shares 2,401 Est. Cost $258.72 Unrealized +9.8%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $697 Shares 772 Est. Cost $918.28 Unrealized +1.0%
ORCL ORACLE CORP COM 0.3%
Value ($000) $694 Shares 4,918 Est. Cost $113.23 Unrealized +8.0%
BDX BECTON DICKINSON & CO COM 0.3%
Value ($000) $680 Shares 2,911 Est. Cost $230.17 Unrealized -1.0%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $676 Shares 2,265 Est. Cost $312.57 Unrealized -2.4%
FAST FASTENAL CO COM 0.3%
Value ($000) $661 Shares 10,515 Est. Cost $33.01 Unrealized -1.2%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $660 Shares 2,787 Est. Cost $246.11 Unrealized -3.8%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $659 Shares 21,625 Est. Cost $29.92 Unrealized +5.8%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $634 Shares 8,960 Est. Cost $55.40 Unrealized +22.0%
CTAS CINTAS CORP COM 0.3%
Value ($000) $623 Shares 890 Est. Cost $154.38 Unrealized +9.2%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $621 Shares 6,771 Est. Cost $94.62 Unrealized
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $599 Shares 5,498 Est. Cost $115.48 Unrealized -8.1%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $598 Shares 5,432 Est. Cost $99.97 Unrealized +7.5%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.3%
Value ($000) $585 Shares 6,634 Est. Cost $74.86 Unrealized +2.6%
T AT&T INC COM 0.3%
Value ($000) $579 Shares 30,278 Est. Cost $15.62 Unrealized +3.5%
ESS ESSEX PPTY TR INC COM 0.3%
Value ($000) $578 Shares 2,124 Est. Cost $223.03 Unrealized +8.1%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.3%
Value ($000) $578 Shares 9,723 Est. Cost $57.44 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $575 Shares 9,830 Est. Cost $58.89 Unrealized
BRO BROWN & BROWN INC COM 0.3%
Value ($000) $563 Shares 6,297 Est. Cost $80.07 Unrealized +7.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $555 Shares 9,185 Est. Cost $54.82 Unrealized +5.3%
ADBE ADOBE INC COM 0.3%
Value ($000) $552 Shares 993 Est. Cost $573.19 Unrealized -15.5%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $550 Shares 2,080 Est. Cost $247.41 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $549 Shares 2,154 Est. Cost $242.23 Unrealized +4.3%
DOV DOVER CORP COM 0.3%
Value ($000) $548 Shares 3,035 Est. Cost $158.80 Unrealized +10.7%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $543 Shares 639 Est. Cost $706.75 Unrealized +9.5%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $541 Shares 2,097 Est. Cost $233.37 Unrealized +3.9%
AFL AFLAC INC COM 0.3%
Value ($000) $524 Shares 5,869 Est. Cost $79.15 Unrealized +5.0%
AMCOR PLC ORD 0.3%
Value ($000) $522 Shares 53,329 Est. Cost $8.77 Unrealized +4.5%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $520 Shares 3,764 Est. Cost $115.12 Unrealized +8.8%
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $518 Shares 4,437 Est. Cost $109.83 Unrealized +2.1%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $517 Shares 4,378 Est. Cost $108.05 Unrealized +4.2%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $512 Shares 6,679 Est. Cost $74.75 Unrealized +6.1%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $512 Shares 6,500 Est. Cost $80.44 Unrealized -2.9%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $507 Shares 1,137 Est. Cost $426.93 Unrealized -0.7%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $507 Shares 5,670 Est. Cost $84.13 Unrealized +4.3%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $499 Shares 1,467 Est. Cost $330.51 Unrealized +0.9%
WPC WP CAREY INC COM 0.2%
Value ($000) $498 Shares 9,043 Est. Cost $55.84 Unrealized
AOS SMITH A O CORP COM 0.2%
Value ($000) $494 Shares 6,044 Est. Cost $79.93 Unrealized +2.8%
O REALTY INCOME CORP COM 0.2%
Value ($000) $488 Shares 9,242 Est. Cost $48.63 Unrealized +0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.2%
Value ($000) $486 Shares 4,815 Est. Cost $93.03 Unrealized +0.7%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.2%
Value ($000) $484 Shares 9,276 Est. Cost $52.46 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $483 Shares 888 Est. Cost $523.09 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $478 Shares 2,192 Est. Cost $218.04 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $476 Shares 2,157 Est. Cost $221.96 Unrealized -0.3%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $475 Shares 4,122 Est. Cost $102.00 Unrealized +3.8%
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $475 Shares 2,410 Est. Cost $197.11 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $473 Shares 2,991 Est. Cost $176.03 Unrealized -4.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $471 Shares 1,743 Est. Cost $47.21 Unrealized +10.8%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $463 Shares 3,750 Est. Cost $98.10 Unrealized +3.0%
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $461 Shares 4,689 Est. Cost $103.94 Unrealized -4.5%
PPG PPG INDS INC COM 0.2%
Value ($000) $443 Shares 3,518 Est. Cost $134.84 Unrealized -5.6%
TGT TARGET CORP COM 0.2%
Value ($000) $442 Shares 2,984 Est. Cost $142.02 Unrealized +4.2%
SYY SYSCO CORP COM 0.2%
Value ($000) $440 Shares 6,167 Est. Cost $74.24 Unrealized -4.1%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $439 Shares 10,157 Est. Cost $53.09 Unrealized -15.3%
NDSN NORDSON CORP COM 0.2%
Value ($000) $438 Shares 1,889 Est. Cost $253.23 Unrealized -2.7%
KEY KEYCORP COM 0.2%
Value ($000) $437 Shares 30,750 Est. Cost $13.16 Unrealized +1.8%
KVUE KENVUE INC COM 0.2%
Value ($000) $431 Shares 23,694 Est. Cost $18.76 Unrealized -3.0%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $428 Shares 3,091 Est. Cost $137.88 Unrealized +2.7%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $420 Shares 5,260 Est. Cost $84.87 Unrealized -3.2%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $419 Shares 18,761 Est. Cost $24.17 Unrealized -10.0%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $416 Shares 4,350 Est. Cost $118.49 Unrealized -2.8%
COR CENCORA INC COM 0.2%
Value ($000) $407 Shares 1,809 Est. Cost $226.80 Unrealized +0.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $405 Shares 1,230 Est. Cost $366.25 Unrealized -4.0%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $404 Shares 1,558 Est. Cost $237.72 Unrealized +2.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $404 Shares 2,446 Est. Cost $159.26 Unrealized -2.1%
ROL ROLLINS INC COM 0.2%
Value ($000) $398 Shares 8,164 Est. Cost $43.49 Unrealized +4.0%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.2%
Value ($000) $397 Shares 9,420 Est. Cost $43.30 Unrealized
FICO FAIR ISAAC CORP COM 0.2%
Value ($000) $396 Shares 266 Est. Cost $1265.52 Unrealized +2.1%
INTU INTUIT COM 0.2%
Value ($000) $395 Shares 601 Est. Cost $628.53 Unrealized -2.3%
AVGO BROADCOM INC COM 0.2%
Value ($000) $393 Shares 245 Est. Cost $125.05 Unrealized +10.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $387 Shares 699 Est. Cost $560.11 Unrealized +1.7%
FISV FISERV INC COM 0.2%
Value ($000) $386 Shares 2,592 Est. Cost $146.73 Unrealized +3.2%
AZO AUTOZONE INC COM 0.2%
Value ($000) $385 Shares 130 Est. Cost $2872.14 Unrealized +1.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $385 Shares 2,814 Est. Cost $130.16 Unrealized +1.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $382 Shares 1,261 Est. Cost $341.35 Unrealized -12.3%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $376 Shares 1,200 Est. Cost $292.16 Unrealized +8.6%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $375 Shares 3,610 Est. Cost $100.90 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.2%
Value ($000) $372 Shares 266 Est. Cost $1267.79 Unrealized +7.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $369 Shares 5,676 Est. Cost $65.87 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $362 Shares 3,058 Est. Cost $114.99 Unrealized +1.2%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $351 Shares 2,757 Est. Cost $131.24 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $349 Shares 7,495 Est. Cost $45.19 Unrealized
FDS FACTSET RESH SYS INC COM 0.2%
Value ($000) $334 Shares 819 Est. Cost $446.51 Unrealized -6.5%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $334 Shares 3,124 Est. Cost $107.42 Unrealized
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $333 Shares 16,902 Est. Cost $14.79 Unrealized +3.2%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $333 Shares 695 Est. Cost $444.01 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $333 Shares 2,024 Est. Cost $169.37 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $332 Shares 3,950 Est. Cost $83.58 Unrealized
MSCI MSCI INC COM 0.2%
Value ($000) $330 Shares 686 Est. Cost $530.37 Unrealized -8.3%
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $327 Shares 7,223 Est. Cost $45.25 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $320 Shares 1,609 Est. Cost $160.25 Unrealized +13.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $316 Shares 1,265 Est. Cost $260.63 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $316 Shares 2,904 Est. Cost $110.21 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $311 Shares 344 Est. Cost $725.89 Unrealized +9.0%
HSY HERSHEY CO COM 0.1%
Value ($000) $308 Shares 1,676 Est. Cost $182.38 Unrealized +0.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $295 Shares 5,900 Est. Cost $56.86 Unrealized -6.8%
RTX RTX CORPORATION COM 0.1%
Value ($000) $295 Shares 2,935 Est. Cost $86.83 Unrealized +15.3%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $290 Shares 579 Est. Cost $480.70 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $289 Shares 4,123 Est. Cost $66.02 Unrealized +3.2%
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $283 Shares 4,756 Est. Cost $54.70 Unrealized +5.3%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $277 Shares 2,516 Est. Cost $95.04 Unrealized +3.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $275 Shares 260 Est. Cost $69.86 Unrealized -1.0%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $271 Shares 2,630 Est. Cost $53.68 Unrealized +45.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $269 Shares 2,352 Est. Cost $107.63 Unrealized +7.2%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $266 Shares 3,072 Est. Cost $62.67 Unrealized +44.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $257 Shares 2,329 Est. Cost $114.12 Unrealized
EME EMCOR GROUP INC COM 0.1%
Value ($000) $257 Shares 703 Est. Cost $297.92 Unrealized +23.4%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $251 Shares 1,178 Est. Cost $192.07 Unrealized +5.6%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $251 Shares 2,215 Est. Cost $118.29 Unrealized
DCI DONALDSON INC COM 0.1%
Value ($000) $251 Shares 3,510 Est. Cost $66.56 Unrealized +7.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $243 Shares 10,784 Est. Cost $22.77 Unrealized
ATR APTARGROUP INC COM 0.1%
Value ($000) $242 Shares 1,721 Est. Cost $133.55 Unrealized +5.9%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $239 Shares 2,589 Est. Cost $84.70 Unrealized +4.6%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $236 Shares 2,301 Est. Cost $105.03 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $233 Shares 2,653 Est. Cost $75.99 Unrealized +8.7%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $231 Shares 2,834 Est. Cost $66.73 Unrealized +10.8%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $229 Shares 796 Est. Cost $263.81 Unrealized -2.3%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $229 Shares 2,990 Est. Cost $78.64 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $227 Shares 8,549 Est. Cost $22.75 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $226 Shares 2,890 Est. Cost $79.86 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $226 Shares 888 Est. Cost $233.88 Unrealized +13.1%
BLACKROCK INC COM 0.1%
Value ($000) $225 Shares 286 Est. Cost $833.70 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $223 Shares 1,287 Est. Cost $164.35 Unrealized +9.3%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $223 Shares 1,597 Est. Cost $115.29 Unrealized +0.2%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $223 Shares 1,146 Est. Cost $182.75 Unrealized -3.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $222 Shares 5,042 Est. Cost $42.01 Unrealized
ANSYS INC COM 0.1%
Value ($000) $217 Shares 676 Est. Cost $341.62 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $216 Shares 1,581 Est. Cost $126.77 Unrealized +4.9%
RMD RESMED INC COM 0.1%
Value ($000) $212 Shares 1,107 Est. Cost $184.33 Unrealized +8.5%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $210 Shares 1,399 Est. Cost $155.91 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $210 Shares 2,713 Est. Cost $64.75 Unrealized +10.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $210 Shares 3,091 Est. Cost $72.37 Unrealized -8.7%
CION CION INVT CORP COM 0.1%
Value ($000) $210 Shares 17,304 Est. Cost $8.24 Unrealized +11.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $210 Shares 2,156 Est. Cost $102.76 Unrealized
IT GARTNER INC COM 0.1%
Value ($000) $209 Shares 465 Est. Cost $444.91 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $208 Shares 1,618 Est. Cost $130.73 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $207 Shares 2,345 Est. Cost $89.67 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $206 Shares 2,648 Est. Cost $84.94 Unrealized -8.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $205 Shares 893 Est. Cost $235.79 Unrealized
GIB CGI INC CL A SUB VTG 0.1%
Value ($000) $202 Shares 2,024 Est. Cost $102.26 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $200 Shares 1,207 Est. Cost $165.31 Unrealized -1.7%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $200 Shares 657 Est. Cost $269.97 Unrealized +17.1%
IEX IDEX CORP COM 0.1%
Value ($000) $199 Shares 987 Est. Cost $218.80 Unrealized -2.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $198 Shares 1,852 Est. Cost $110.54 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $195 Shares 2,083 Est. Cost $86.67 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $195 Shares 400 Est. Cost $536.38 Unrealized -6.4%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $194 Shares 2,882 Est. Cost $68.09 Unrealized
TRGP TARGA RES CORP COM 0.1%
Value ($000) $193 Shares 1,500 Est. Cost $90.62 Unrealized +24.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $192 Shares 3,035 Est. Cost $61.57 Unrealized +4.7%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $192 Shares 234 Est. Cost $1010.03 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $188 Shares 648 Est. Cost $326.82 Unrealized -2.4%
HSIC HENRY SCHEIN INC COM 0.1%
Value ($000) $186 Shares 2,904 Est. Cost $73.93 Unrealized -4.8%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $186 Shares 1,615 Est. Cost $108.81 Unrealized +11.2%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $186 Shares 1,742 Est. Cost $132.93 Unrealized -11.2%
PFE PFIZER INC COM 0.1%
Value ($000) $182 Shares 6,510 Est. Cost $24.65 Unrealized +0.5%
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $181 Shares 1,874 Est. Cost $122.80 Unrealized -11.9%
POOL POOL CORP COM 0.1%
Value ($000) $178 Shares 578 Est. Cost $373.26 Unrealized -5.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $174 Shares 4,262 Est. Cost $42.23 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $171 Shares 1,077 Est. Cost $133.50 Unrealized +18.3%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $170 Shares 26,732 Est. Cost $5.93 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $167 Shares 1,182 Est. Cost $134.98 Unrealized +3.4%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $166 Shares 7,400 Est. Cost $23.57 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $164 Shares 1,054 Est. Cost $141.13 Unrealized +3.9%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $161 Shares 126 Est. Cost $997.72 Unrealized +13.9%
KR KROGER CO COM 0.1%
Value ($000) $160 Shares 3,200 Est. Cost $47.33 Unrealized +9.9%
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.1%
Value ($000) $159 Shares 1,890 Est. Cost $56.89 Unrealized +31.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $156 Shares 2,245 Est. Cost $70.88 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $155 Shares 405 Est. Cost $306.18 Unrealized +8.6%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $153 Shares 960 Est. Cost $122.72 Unrealized +15.2%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $152 Shares 3,655 Est. Cost $42.95 Unrealized
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.1%
Value ($000) $149 Shares 11,864 Est. Cost $13.36 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $148 Shares 1,259 Est. Cost $98.59 Unrealized +8.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $145 Shares 1,435 Est. Cost $84.95 Unrealized +7.5%
BLD TOPBUILD CORP COM 0.1%
Value ($000) $143 Shares 372 Est. Cost $391.13 Unrealized +4.2%
URTH ISHARES MSCI WORLD ETF 0.1%
Value ($000) $141 Shares 958 Est. Cost $144.91 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $141 Shares 1,365 Est. Cost $83.90 Unrealized +7.0%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $141 Shares 1,787 Est. Cost $79.83 Unrealized
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $140 Shares 129 Est. Cost $84.67 Unrealized +8.0%
CLS CELESTICA INC COM 0.1%
Value ($000) $139 Shares 2,425 Est. Cost $50.44 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $137 Shares 1,859 Est. Cost $57.62 Unrealized +17.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $136 Shares 4,064 Est. Cost $32.61 Unrealized
WFRD WEATHERFORD INTL PLC ORD SHS 0.1%
Value ($000) $134 Shares 1,095 Est. Cost $119.39 Unrealized 0.0%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $134 Shares 4,369 Est. Cost $29.46 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $132 Shares 3,320 Est. Cost $32.80 Unrealized +12.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $132 Shares 3,362 Est. Cost $40.63 Unrealized -8.6%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $131 Shares 33 Est. Cost $3539.34 Unrealized +3.3%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value ($000) $130 Shares 4,753 Est. Cost $27.00 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $129 Shares 256 Est. Cost $498.54 Unrealized +5.8%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $129 Shares 2,050 Est. Cost $54.96 Unrealized +9.5%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $129 Shares 439 Est. Cost $277.92 Unrealized +7.4%
DE DEERE & CO COM 0.1%
Value ($000) $127 Shares 340 Est. Cost $372.54 Unrealized +2.1%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $127 Shares 1,440 Est. Cost $91.25 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $125 Shares 604 Est. Cost $170.60 Unrealized +13.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $125 Shares 117 Est. Cost $971.57 Unrealized
GNTX GENTEX CORP COM 0.1%
Value ($000) $124 Shares 3,691 Est. Cost $34.59 Unrealized -0.2%
SPXC SPX TECHNOLOGIES INC COM 0.1%
Value ($000) $124 Shares 875 Est. Cost $123.13 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $122 Shares 668 Est. Cost $191.88 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $121 Shares 2,130 Est. Cost $61.39 Unrealized 0.0%
PCAR PACCAR INC COM 0.1%
Value ($000) $121 Shares 1,175 Est. Cost $100.80 Unrealized +2.9%
CPRT COPART INC COM 0.1%
Value ($000) $121 Shares 2,229 Est. Cost $51.42 Unrealized +6.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $121 Shares 755 Est. Cost $161.46 Unrealized 0.0%
BLBD BLUE BIRD CORP COM 0.1%
Value ($000) $119 Shares 2,210 Est. Cost $30.62 Unrealized +50.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $116 Shares 4,012 Est. Cost $29.18 Unrealized
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $116 Shares 1,250 Est. Cost $53.61 Unrealized +44.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $116 Shares 248 Est. Cost $415.91 Unrealized +6.2%
GNL GLOBAL NET LEASE INC COM NEW 0.1%
Value ($000) $115 Shares 15,701 Est. Cost $7.77 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $114 Shares 532 Est. Cost $205.72 Unrealized
PSN PARSONS CORP DEL COM 0.1%
Value ($000) $113 Shares 1,385 Est. Cost $72.90 Unrealized +7.6%
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.1%
Value ($000) $112 Shares 1,300 Est. Cost $97.20 Unrealized
NTRA NATERA INC COM 0.1%
Value ($000) $112 Shares 1,030 Est. Cost $75.21 Unrealized +35.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $111 Shares 2,441 Est. Cost $35.70 Unrealized +9.6%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $109 Shares 1,699 Est. Cost $65.95 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $104 Shares 5,575 Est. Cost $16.13 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $102 Shares 1,341 Est. Cost $67.38 Unrealized +3.9%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $101 Shares 1,833 Est. Cost $56.40 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $100 Shares 823 Est. Cost $123.18 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $99 Shares 1,025 Est. Cost $89.54 Unrealized +4.7%
SN SHARKNINJA INC COM SHS 0.0%
Value ($000) $97 Shares 1,295 Est. Cost $52.90 Unrealized +33.1%
REV GROUP INC COM 0.0%
Value ($000) $97 Shares 3,905 Est. Cost $22.09 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $97 Shares 2,660 Est. Cost $32.36 Unrealized +6.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $96 Shares 2,430 Est. Cost $38.64 Unrealized -2.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $96 Shares 407 Est. Cost $187.71 Unrealized +12.6%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $96 Shares 1,250 Est. Cost $62.88 Unrealized +21.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $94 Shares 694 Est. Cost $149.27 Unrealized +0.9%
NI NISOURCE INC COM 0.0%
Value ($000) $93 Shares 3,218 Est. Cost $24.83 Unrealized +8.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $92 Shares 332 Est. Cost $247.59 Unrealized +11.5%
CSX CSX CORP COM 0.0%
Value ($000) $91 Shares 2,733 Est. Cost $35.47 Unrealized -6.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $90 Shares 205 Est. Cost $452.57 Unrealized -0.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $90 Shares 2,161 Est. Cost $46.17 Unrealized -11.2%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $89 Shares 1,905 Est. Cost $34.49 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $88 Shares 441 Est. Cost $140.32 Unrealized +43.9%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $87 Shares 3,370 Est. Cost $26.64 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $86 Shares 1,931 Est. Cost $45.62 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $86 Shares 2,100 Est. Cost $32.61 Unrealized +15.8%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $85 Shares 520 Est. Cost $124.99 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $85 Shares 1,095 Est. Cost $75.38 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $85 Shares 754 Est. Cost $120.94 Unrealized -13.6%
CAMT CAMTEK LTD ORD 0.0%
Value ($000) $85 Shares 675 Est. Cost $95.42 Unrealized 0.0%
PRCT PROCEPT BIOROBOTICS CORP COM 0.0%
Value ($000) $84 Shares 1,370 Est. Cost $59.47 Unrealized 0.0%
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $83 Shares 1,785 Est. Cost $39.52 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
WING WINGSTOP INC COM 0.0%
Value ($000) $83 Shares 196 Est. Cost $384.30 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $83 Shares 4,162 Est. Cost $15.98 Unrealized +10.9%
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value ($000) $82 Shares 545 Est. Cost $119.95 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $82 Shares 7,040 Est. Cost $11.35 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $81 Shares 1,055 Est. Cost $73.20 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $80 Shares 6,387 Est. Cost $10.69 Unrealized +4.1%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $80 Shares 358 Est. Cost $211.13 Unrealized 0.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $80 Shares 458 Est. Cost $168.53 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $79 Shares 3,742 Est. Cost $16.50 Unrealized +6.8%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $78 Shares 1,215 Est. Cost $57.88 Unrealized 0.0%
PNTG PENNANT GROUP INC COM 0.0%
Value ($000) $77 Shares 3,320 Est. Cost $21.91 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $76 Shares 443 Est. Cost $158.99 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $76 Shares 231 Est. Cost $313.71 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $75 Shares 875 Est. Cost $48.74 Unrealized +69.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $75 Shares 750 Est. Cost $88.45 Unrealized +6.6%
FRPT FRESHPET INC COM 0.0%
Value ($000) $75 Shares 580 Est. Cost $120.00 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $75 Shares 127 Est. Cost $600.96 Unrealized +2.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $75 Shares 3,295 Est. Cost $19.58 Unrealized 0.0%
NSSC NAPCO SEC TECHNOLOGIES INC COM 0.0%
Value ($000) $75 Shares 1,440 Est. Cost $44.67 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $75 Shares 710 Est. Cost $100.87 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $73 Shares 423 Est. Cost $173.20 Unrealized 0.0%
LPG DORIAN LPG LTD SHS USD 0.0%
Value ($000) $73 Shares 1,745 Est. Cost $42.99 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $73 Shares 272 Est. Cost $261.35 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $72 Shares 590 Est. Cost $29.54 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $72 Shares 1,900 Est. Cost $38.48 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $72 Shares 328 Est. Cost $206.70 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $72 Shares 673 Est. Cost $47.68 Unrealized +7.6%
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $71 Shares 750 Est. Cost $98.63 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $71 Shares 1,290 Est. Cost $51.24 Unrealized +8.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $71 Shares 175 Est. Cost $394.88 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $70 Shares 438 Est. Cost $162.94 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $70 Shares 1,217 Est. Cost $58.06 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $70 Shares 1,504 Est. Cost $38.91 Unrealized +14.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $69 Shares 660 Est. Cost $104.73 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $69 Shares 575 Est. Cost $119.41 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $69 Shares 1,905 Est. Cost $31.38 Unrealized +4.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $69 Shares 618 Est. Cost $100.88 Unrealized +4.5%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $69 Shares 2,213 Est. Cost $26.68 Unrealized +6.1%
EIX EDISON INTL COM 0.0%
Value ($000) $68 Shares 950 Est. Cost $62.61 Unrealized +7.2%
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $68 Shares 2,790 Est. Cost $24.86 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $68 Shares 3,456 Est. Cost $16.46 Unrealized +4.9%
HPQ HP INC COM 0.0%
Value ($000) $67 Shares 1,924 Est. Cost $27.31 Unrealized +8.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $67 Shares 278 Est. Cost $249.86 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $66 Shares 1,346 Est. Cost $42.64 Unrealized +10.5%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $66 Shares 7,800 Est. Cost $8.16 Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $65 Shares 2,745 Est. Cost $23.47 Unrealized 0.0%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $65 Shares 2,150 Est. Cost $27.42 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $64 Shares 965 Est. Cost $68.83 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $63 Shares 532 Est. Cost $120.99 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $63 Shares 1,234 Est. Cost $46.96 Unrealized +1.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $63 Shares 1,044 Est. Cost $52.67 Unrealized +5.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $61 Shares 922 Est. Cost $56.62 Unrealized +16.2%
EXC EXELON CORP COM 0.0%
Value ($000) $60 Shares 1,729 Est. Cost $33.22 Unrealized +4.6%
TER TERADYNE INC COM 0.0%
Value ($000) $59 Shares 400 Est. Cost $103.38 Unrealized +22.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $56 Shares 700 Est. Cost $73.15 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $54 Shares 633 Est. Cost $87.14 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $53 Shares 213 Est. Cost $241.47 Unrealized +3.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $52 Shares 534 Est. Cost $81.45 Unrealized +13.8%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $52 Shares 1,374 Est. Cost $36.29 Unrealized -2.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $52 Shares 1,440 Est. Cost $37.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $52 Shares 127 Est. Cost $393.34 Unrealized +3.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $51 Shares 335 Est. Cost $133.82 Unrealized +1.9%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $51 Shares 933 Est. Cost $47.73 Unrealized +5.3%
TKR TIMKEN CO COM 0.0%
Value ($000) $51 Shares 631 Est. Cost $82.81 Unrealized +4.2%
PPL PPL CORP COM 0.0%
Value ($000) $50 Shares 1,804 Est. Cost $24.97 Unrealized +6.4%
WESTROCK CO COM 0.0%
Value ($000) $48 Shares 955 Est. Cost $49.54 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $47 Shares 3,601 Est. Cost $11.94 Unrealized +5.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $47 Shares 69 Est. Cost $61.14 Unrealized +2.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $45 Shares 1,784 Est. Cost $21.31 Unrealized +5.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $45 Shares 199 Est. Cost $209.20 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $45 Shares 436 Est. Cost $109.71 Unrealized -11.2%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $44 Shares 2,275 Est. Cost $17.99 Unrealized -3.6%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $44 Shares 471 Est. Cost $94.25 Unrealized
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $44 Shares 1,280 Est. Cost $40.47 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $43 Shares 544 Est. Cost $75.28 Unrealized +2.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $42 Shares 571 Est. Cost $64.26 Unrealized +12.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $41 Shares 650 Est. Cost $52.53 Unrealized +11.8%
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $40 Shares 580 Est. Cost $74.38 Unrealized -0.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $40 Shares 5,424 Est. Cost $9.64 Unrealized -16.9%
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $40 Shares 820 Est. Cost $47.77 Unrealized -4.9%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $39 Shares 157 Est. Cost $263.38 Unrealized -5.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $38 Shares 588 Est. Cost $76.74 Unrealized -8.9%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $38 Shares 761 Est. Cost $45.37 Unrealized +0.8%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $37 Shares 760 Est. Cost $40.78 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $37 Shares 2,117 Est. Cost $16.58 Unrealized +5.1%
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $37 Shares 805 Est. Cost $39.31 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $37 Shares 105 Est. Cost $289.98 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $37 Shares 374 Est. Cost $97.73 Unrealized -8.2%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $36 Shares 173 Est. Cost $177.70 Unrealized +0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $36 Shares 620 Est. Cost $55.63 Unrealized 0.0%
FN FABRINET SHS 0.0%
Value ($000) $36 Shares 148 Est. Cost $212.12 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $36 Shares 1,014 Est. Cost $33.57 Unrealized +4.6%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $36 Shares 6,935 Est. Cost $5.52 Unrealized
AES AES CORP COM 0.0%
Value ($000) $35 Shares 2,009 Est. Cost $15.22 Unrealized +15.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $35 Shares 595 Est. Cost $70.82 Unrealized -17.4%
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $35 Shares 691 Est. Cost $51.25 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $34 Shares 943 Est. Cost $31.54 Unrealized +2.6%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $34 Shares 741 Est. Cost $46.07 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $33 Shares 485 Est. Cost $71.99 Unrealized -12.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $32 Shares 151 Est. Cost $237.22 Unrealized -5.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $32 Shares 83 Est. Cost $488.66 Unrealized -16.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $32 Shares 446 Est. Cost $66.93 Unrealized +3.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $32 Shares 245 Est. Cost $117.79 Unrealized +3.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $135.69 Unrealized +13.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $50.13 Unrealized +13.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $30 Shares 216 Est. Cost $136.41 Unrealized -4.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $29 Shares 1,643 Est. Cost $17.56 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $29 Shares 1,074 Est. Cost $27.94 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $29 Shares 1,347 Est. Cost $21.17 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $28 Shares 202 Est. Cost $152.22 Unrealized -4.0%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $27 Shares 1,100 Est. Cost $20.98 Unrealized +9.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $24 Shares 760 Est. Cost $32.23 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $24 Shares 139 Est. Cost $158.10 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $24 Shares 450 Est. Cost $44.50 Unrealized +18.9%
EVRG EVERGY INC COM 0.0%
Value ($000) $23 Shares 437 Est. Cost $47.11 Unrealized +5.7%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $65.20 Unrealized +8.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $23 Shares 535 Est. Cost $41.08 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $22 Shares 2,086 Est. Cost $16.13 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $21 Shares 547 Est. Cost $39.00 Unrealized +3.4%
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 +4.9%
MACATAWA BK CORP COM 0.0%
Value ($000) $19 Shares 1,280 Est. Cost $9.79 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $18 Shares 459 Est. Cost $37.04 Unrealized +0.1%
OGS ONE GAS INC COM 0.0%
Value ($000) $17 Shares 273 Est. Cost $61.35 Unrealized +2.2%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $17 Shares 89 Est. Cost $157.89 Unrealized +11.6%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $17 Shares 3,009 Est. Cost $6.89 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $31.67 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $17 Shares 3,500 Est. Cost $4.34 Unrealized +22.1%
BITDEER TECHNOLOGIES GROUP CL A ORD SHS 0.0%
Value ($000) $17 Shares 1,653 Est. Cost $10.26 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $17 Shares 608 Est. Cost $28.48 Unrealized +6.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $17 Shares 580 Est. Cost $28.36 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $16 Shares 287 Est. Cost $52.54 Unrealized +4.6%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $16 Shares 2,115 Est. Cost $7.66 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $16 Shares 98 Est. Cost $174.81 Unrealized -8.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 Shares 203 Est. Cost $82.96 Unrealized -1.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $16 Shares 277 Est. Cost $58.62 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $15 Shares 617 Est. Cost $10.98 Unrealized +20.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $14 Shares 38 Est. Cost $344.21 Unrealized
BRCC BRC INC COM CL A 0.0%
Value ($000) $14 Shares 2,296 Est. Cost $5.20 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $14 Shares 910 Est. Cost $19.82 Unrealized -9.6%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $14 Shares 331 Est. Cost $51.18 Unrealized -14.5%
TSLA TESLA INC COM 0.0%
Value ($000) $14 Shares 70 Est. Cost $195.37 Unrealized -10.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $14 Shares 217 Est. Cost $57.57 Unrealized +7.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $13 Shares 110 Est. Cost $125.33 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $13 Shares 223 Est. Cost $68.22 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $13 Shares 207 Est. Cost $49.65 Unrealized +5.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $13 Shares 330 Est. Cost $34.64 Unrealized +4.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $12 Shares 95 Est. Cost $131.09 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $12 Shares 850 Est. Cost $13.36 Unrealized
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) $11 Shares 600 Est. Cost $19.73 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $11 Shares 2,185 Est. Cost $5.30 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $11 Shares 257 Est. Cost $49.66 Unrealized -7.1%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $11 Shares 286 Est. Cost $37.72 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $67.34 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $10 Shares 380 Est. Cost $28.00 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $10 Shares 275 Est. Cost $39.81 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $10 Shares 709 Est. Cost $13.25 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $10 Shares 372 Est. Cost $22.98 Unrealized +8.8%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $10 Shares 659 Est. Cost $14.32 Unrealized
HITI HIGH TIDE INC COM NEW 0.0%
Value ($000) $10 Shares 4,444 Est. Cost $2.33 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $155.84 Unrealized
DRAGONFLY ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $10 Shares 11,506 Est. Cost $0.85 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $28.53 Unrealized +10.6%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.50 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $9 Shares 130 Est. Cost $73.04 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $9 Shares 78 Est. Cost $123.03 Unrealized -1.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 40 Est. Cost $208.28 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $9 Shares 455 Est. Cost $13.80 Unrealized +42.8%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $9 Shares 217 Est. Cost $26.63 Unrealized +3.5%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.15 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $84.14 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $9 Shares 194 Est. Cost $40.41 Unrealized +3.9%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $9 Shares 588 Est. Cost $15.85 Unrealized +4.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $33.61 Unrealized +13.3%
VTR VENTAS INC COM 0.0%
Value ($000) $9 Shares 168 Est. Cost $42.71 Unrealized +4.2%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $9 Shares 450 Est. Cost $19.41 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $9 Shares 201 Est. Cost $32.99 Unrealized +14.3%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $8 Shares 2,500 Est. Cost $2.55 Unrealized +42.1%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $5.44 Unrealized +33.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $8 Shares 117 Est. Cost $51.93 Unrealized +19.4%
PACTIV EVERGREEN INC COM 0.0%
Value ($000) $8 Shares 692 Est. Cost $11.32 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 46 Est. Cost $143.84 Unrealized +12.6%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.09 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $94.24 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $7 Shares 109 Est. Cost $68.90 Unrealized -5.4%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $7 Shares 589 Est. Cost $16.61 Unrealized
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
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $7 Shares 30 Est. Cost $213.39 Unrealized +7.8%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $128.58 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.69 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $6 Shares 95 Est. Cost $61.23 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $6 Shares 495 Est. Cost $11.94 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $6 Shares 52 Est. Cost $111.50 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6 Shares 595 Est. Cost $9.90 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.27 Unrealized -5.0%
GLOBALSTAR INC COM 0.0%
Value ($000) $6 Shares 5,000 Est. Cost $1.47 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.34 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.34 Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $5 Shares 75 Est. Cost $58.09 Unrealized +13.8%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 81 Est. Cost $66.30 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $5 Shares 88 Est. Cost $58.65 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $5 Shares 5 Est. Cost $970.40 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $239.79 Unrealized +5.0%
KSTR KRANESHARES SSE STAR MARKET 50 INDEX ETF 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.94 Unrealized
CANGO INC ADS 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $1.57 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 24 Est. Cost $176.58 Unrealized +7.9%
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $5 Shares 190 Est. Cost $19.29 Unrealized +7.9%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $5 Shares 201 Est. Cost $23.80 Unrealized
FIRST TR HIGH INCOME LONG / SH COM 0.0%
Value ($000) $5 Shares 401 Est. Cost $11.93 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.75 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.85 Unrealized +17.4%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.35 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $5 Shares 235 Est. Cost $15.95 Unrealized +17.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $5 Shares 353 Est. Cost $14.41 Unrealized -27.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 108 Est. Cost $41.97 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $5 Shares 35 Est. Cost $121.35 Unrealized +7.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $97.94 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.60 Unrealized +2.6%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $65.94 Unrealized +14.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $88.72 Unrealized +10.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $5 Shares 117 Est. Cost $39.00 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.89 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 10 Est. Cost $377.87 Unrealized +5.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $4 Shares 57 Est. Cost $82.38 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $47.76 Unrealized +2.9%
NSP INSPERITY INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $99.25 Unrealized -4.2%
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $4 Shares 417 Est. Cost $9.68 Unrealized
SPOK SPOK HLDGS INC COM 0.0%
Value ($000) $4 Shares 270 Est. Cost $16.46 Unrealized -8.3%
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $304.32 Unrealized -1.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $4 Shares 65 Est. Cost $70.43 Unrealized -16.7%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.14 Unrealized +6.5%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.29 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.02 Unrealized +9.4%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 700 Est. Cost $5.25 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $56.59 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $39.15 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.72 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 341 Est. Cost $11.04 Unrealized -7.2%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.40 Unrealized +5.1%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $4 Shares 441 Est. Cost $9.13 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $4 Shares 426 Est. Cost $8.29 Unrealized
BWMX BETTERWARE DE MEXC S A P I DE SHS 0.0%
Value ($000) $4 Shares 245 Est. Cost $13.05 Unrealized +15.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $50.60 Unrealized +6.9%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $42.87 Unrealized
CVI CVR ENERGY INC COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $31.71 Unrealized -6.8%
GIC GLOBAL INDUSTRIAL COMPANY COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.96 Unrealized -13.5%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.71 Unrealized
ENVESTNET INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.92 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 162 Est. Cost $21.81 Unrealized -13.9%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.72 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $3 Shares 254 Est. Cost $21.69 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $3 Shares 170 Est. Cost $18.07 Unrealized -6.0%
SUTRO BIOPHARMA INC COM 0.0%
Value ($000) $3 Shares 1,042 Est. Cost $2.93 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $3 Shares 265 Est. Cost $14.51 Unrealized -9.4%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.07 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $100.80 Unrealized +25.5%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $41.70 Unrealized
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $3 Shares 266 Est. Cost $10.75 Unrealized -7.1%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.34 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.18 Unrealized
BITF BITFARMS LTD COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.15 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $59.19 Unrealized +10.5%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.40 Unrealized +25.2%
IREN IRIS ENERGY LTD ORDINARY SHARES 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.49 Unrealized 0.0%
WULF TERAWULF INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.70 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.58 Unrealized +22.7%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.13 Unrealized -1.8%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $2 Shares 10 Est. Cost $251.70 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.74 Unrealized 0.0%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $2 Shares 158 Est. Cost $15.82 Unrealized -0.7%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.81 Unrealized +14.2%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.27 Unrealized +17.9%
OUST OUSTER INC COM NEW 0.0%
Value ($000) $2 Shares 182 Est. Cost $8.12 Unrealized +24.5%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.37 Unrealized -6.0%
SKY SKYLINE CHAMPION CORPORATION COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.22 Unrealized -3.0%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.45 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 38 Est. Cost $36.35 Unrealized +8.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $95.36 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.06 Unrealized +8.5%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $116.69 Unrealized -0.2%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.54 Unrealized +24.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.33 Unrealized -3.3%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.39 Unrealized +0.9%
STEELCASE INC CL A 0.0%
Value ($000) $1 Shares 109 Est. Cost $13.08 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.69 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $79.00 Unrealized -16.0%
IONQ IONQ INC COM 0.0%
Value ($000) $1 Shares 168 Est. Cost $9.77 Unrealized -16.2%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.11 Unrealized +6.9%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $1 Shares 85 Est. Cost $18.69 Unrealized -19.9%
ROCKET LAB USA INC COM 0.0%
Value ($000) $1 Shares 208 Est. Cost $4.80 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.80 Unrealized -0.8%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $27.78 Unrealized -14.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.59 Unrealized -19.2%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $1 Shares 370 Est. Cost $2.14 Unrealized +20.3%
BCYC BICYCLE THERAPEUTICS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.90 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $43.81 Unrealized -7.7%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.53 Unrealized -6.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.15 Unrealized +3.4%
BKD BROOKDALE SR LIVING INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.83 Unrealized +15.9%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 138 Est. Cost $5.21 Unrealized -14.6%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.70 Unrealized -3.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.70 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.20 Unrealized +18.1%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.04 Unrealized -16.3%
MATTERPORT INC COM CL A 0.0%
Value ($000) $1 Shares 135 Est. Cost $2.26 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $61.23 Unrealized +3.6%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 235 Est. Cost $3.72 Unrealized -22.9%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 43 Est. Cost $10.99 Unrealized +16.0%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $1 Shares 21 Est. Cost $23.24 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.08 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.73 Unrealized -17.1%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 216 Est. Cost $2.79 Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $27.96 Unrealized -17.6%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.16 Unrealized -21.2%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.57 Unrealized -18.4%
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 225 Est. Cost $1.76 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $18.15 Unrealized -32.8%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.71 Unrealized +19.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.75 Unrealized +4.7%
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value ($000) $0 Shares 130 Est. Cost $2.43 Unrealized -3.2%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.31 Unrealized -32.1%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.78 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.84 Unrealized -12.6%
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 136 Est. Cost $6.17 Unrealized -48.2%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 68 Est. Cost $4.92 Unrealized -25.4%
SUNPOWER CORP COM 0.0%
Value ($000) $0 Shares 61 Est. Cost $3.00 Unrealized
TFF PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.04 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.90 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $118.45 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.49 Unrealized
EGY VAALCO ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.85 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.86 Unrealized -65.5%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.23 Unrealized +15.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.32 Unrealized -6.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.20 Unrealized +0.4%
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $0 Shares 231 Est. Cost $1.16 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized 0.0%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.02 Unrealized