Gen-Wealth Partners Inc Diversified Active

CIK: 0002023375 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $228,955 (100.0% shares, 0.0% debt)

Holdings (659)

SPYM SPDR PORTFOLIO S&P 500 ETF 7.6%
Value ($000) $17,484 Shares 256,326 Est. Cost $61.53 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.4%
Value ($000) $7,772 Shares 79,360 Est. Cost $87.83 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 3.0%
Value ($000) $6,953 Shares 137,493 Est. Cost $45.36 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.8%
Value ($000) $6,381 Shares 10,951 Est. Cost $529.29 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.7%
Value ($000) $6,133 Shares 34,142 Est. Cost $165.06 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 2.4%
Value ($000) $5,401 Shares 53,040 Est. Cost $103.30 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 2.2%
Value ($000) $5,140 Shares 93,132 Est. Cost $54.80 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.4%
Value ($000) $3,278 Shares 55,200 Est. Cost $58.00 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.3%
Value ($000) $3,059 Shares 15,615 Est. Cost $187.09 Unrealized
WMT WALMART INC COM 1.3%
Value ($000) $3,054 Shares 37,521 Est. Cost $56.56 Unrealized +28.2%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $2,991 Shares 6,915 Est. Cost $401.92 Unrealized +5.3%
IYW ISHARES U.S. TECHNOLOGY ETF 1.3%
Value ($000) $2,924 Shares 18,760 Est. Cost $135.06 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $2,448 Shares 14,735 Est. Cost $151.29 Unrealized +8.6%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $2,314 Shares 6,101 Est. Cost $311.59 Unrealized +8.7%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.0%
Value ($000) $2,255 Shares 49,142 Est. Cost $45.60 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $2,205 Shares 7,565 Est. Cost $275.56 Unrealized -3.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.9%
Value ($000) $2,160 Shares 10,541 Est. Cost $172.24 Unrealized +9.7%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $2,110 Shares 13,139 Est. Cost $149.43 Unrealized +2.2%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $1,875 Shares 8,353 Est. Cost $173.61 Unrealized +18.1%
AAPL APPLE INC COM 0.8%
Value ($000) $1,874 Shares 8,143 Est. Cost $180.35 Unrealized +23.1%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $1,845 Shares 9,575 Est. Cost $166.93 Unrealized +9.3%
AMGN AMGEN INC COM 0.8%
Value ($000) $1,844 Shares 5,845 Est. Cost $278.02 Unrealized +12.6%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.8%
Value ($000) $1,802 Shares 78,043 Est. Cost $35.44 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value ($000) $1,787 Shares 3,175 Est. Cost $495.79 Unrealized +10.6%
KO COCA COLA CO COM 0.8%
Value ($000) $1,778 Shares 26,971 Est. Cost $56.85 Unrealized +15.5%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,654 Shares 4,213 Est. Cost $347.31 Unrealized +1.5%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $1,558 Shares 10,523 Est. Cost $139.14 Unrealized +0.6%
MMM 3M CO COM 0.7%
Value ($000) $1,517 Shares 11,890 Est. Cost $80.84 Unrealized +47.4%
V VISA INC COM CL A 0.7%
Value ($000) $1,491 Shares 5,140 Est. Cost $272.20 Unrealized -1.6%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.6%
Value ($000) $1,439 Shares 11,308 Est. Cost $115.28 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $1,417 Shares 13,241 Est. Cost $107.60 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $1,411 Shares 18,457 Est. Cost $90.92 Unrealized -16.4%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,369 Shares 24,629 Est. Cost $47.12 Unrealized -0.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.6%
Value ($000) $1,362 Shares 3,229 Est. Cost $395.06 Unrealized
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,361 Shares 4,967 Est. Cost $202.90 Unrealized +20.8%
TRV TRAVELERS COMPANIES INC COM 0.6%
Value ($000) $1,320 Shares 5,278 Est. Cost $206.78 Unrealized +4.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,308 Shares 4,467 Est. Cost $237.51 Unrealized +6.7%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,300 Shares 31,501 Est. Cost $35.96 Unrealized +6.8%
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,291 Shares 2,461 Est. Cost $372.27 Unrealized +27.6%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,214 Shares 11,584 Est. Cost $115.67 Unrealized -2.3%
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,168 Shares 3,940 Est. Cost $283.69 Unrealized -10.5%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,142 Shares 6,871 Est. Cost $158.80 Unrealized +2.6%
MKC MCCORMICK & CO INC COM NON VTG 0.5%
Value ($000) $1,113 Shares 14,283 Est. Cost $67.12 Unrealized +11.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $1,109 Shares 1,934 Est. Cost $555.65 Unrealized
DOW DOW INC COM 0.5%
Value ($000) $1,099 Shares 22,270 Est. Cost $48.97 Unrealized -2.1%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,091 Shares 11,473 Est. Cost $102.55 Unrealized -11.7%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,090 Shares 5,338 Est. Cost $181.03 Unrealized +4.0%
CHD CHURCH & DWIGHT CO INC COM 0.5%
Value ($000) $1,066 Shares 10,606 Est. Cost $98.98 Unrealized +1.9%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $1,042 Shares 11,005 Est. Cost $83.74 Unrealized +18.1%
MBB ISHARES MBS ETF 0.5%
Value ($000) $1,041 Shares 11,205 Est. Cost $92.42 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $968 Shares 1,636 Est. Cost $443.21 Unrealized +15.5%
BA BOEING CO COM 0.4%
Value ($000) $961 Shares 6,230 Est. Cost $200.11 Unrealized -14.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $959 Shares 17,158 Est. Cost $52.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $954 Shares 4,309 Est. Cost $210.50 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $941 Shares 8,062 Est. Cost $98.55 Unrealized +11.6%
INTC INTEL CORP COM 0.4%
Value ($000) $875 Shares 39,247 Est. Cost $39.31 Unrealized -36.7%
ORCL ORACLE CORP COM 0.4%
Value ($000) $873 Shares 5,000 Est. Cost $113.72 Unrealized +25.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $866 Shares 7,566 Est. Cost $110.10 Unrealized -2.8%
FAST FASTENAL CO COM 0.4%
Value ($000) $859 Shares 10,961 Est. Cost $33.01 Unrealized -0.3%
GWW GRAINGER W W INC COM 0.4%
Value ($000) $852 Shares 775 Est. Cost $918.28 Unrealized +4.2%
ABBV ABBVIE INC COM 0.4%
Value ($000) $850 Shares 4,219 Est. Cost $161.63 Unrealized +10.6%
ECL ECOLAB INC COM 0.4%
Value ($000) $838 Shares 3,317 Est. Cost $209.73 Unrealized +14.9%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $821 Shares 7,253 Est. Cost $127.38 Unrealized
BDX BECTON DICKINSON & CO COM 0.4%
Value ($000) $820 Shares 3,467 Est. Cost $229.76 Unrealized -0.9%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $817 Shares 3,091 Est. Cost $245.25 Unrealized -3.2%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $807 Shares 2,230 Est. Cost $312.57 Unrealized +10.3%
LIN LINDE PLC SHS 0.3%
Value ($000) $790 Shares 1,668 Est. Cost $423.92 Unrealized +5.7%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $750 Shares 1,370 Est. Cost $538.56 Unrealized +1.1%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $747 Shares 17,684 Est. Cost $38.30 Unrealized -1.4%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $731 Shares 6,414 Est. Cost $114.93 Unrealized -2.9%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $730 Shares 2,422 Est. Cost $258.72 Unrealized +10.7%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $724 Shares 824 Est. Cost $741.59 Unrealized +16.2%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.3%
Value ($000) $699 Shares 13,244 Est. Cost $52.55 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $684 Shares 3,921 Est. Cost $141.98 Unrealized +17.4%
FISV FISERV INC COM 0.3%
Value ($000) $683 Shares 3,420 Est. Cost $151.14 Unrealized +9.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $683 Shares 1 Est. Cost $663906.25 Unrealized 0.0%
CTAS CINTAS CORP COM 0.3%
Value ($000) $664 Shares 3,194 Est. Cost $180.71 Unrealized +5.6%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.3%
Value ($000) $660 Shares 6,023 Est. Cost $74.86 Unrealized +25.6%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $659 Shares 2,107 Est. Cost $233.37 Unrealized +12.8%
FICO FAIR ISAAC CORP COM 0.3%
Value ($000) $655 Shares 326 Est. Cost $1347.50 Unrealized +27.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $647 Shares 1,866 Est. Cost $335.32 Unrealized -3.7%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $646 Shares 1,114 Est. Cost $534.64 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $646 Shares 8,165 Est. Cost $55.40 Unrealized +35.1%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $631 Shares 6,345 Est. Cost $74.75 Unrealized +13.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $626 Shares 3,758 Est. Cost $135.56 Unrealized +11.9%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $625 Shares 2,333 Est. Cost $48.55 Unrealized +8.2%
AFL AFLAC INC COM 0.3%
Value ($000) $622 Shares 5,649 Est. Cost $79.15 Unrealized +24.8%
FDS FACTSET RESH SYS INC COM 0.3%
Value ($000) $621 Shares 1,368 Est. Cost $435.15 Unrealized -3.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $617 Shares 9,830 Est. Cost $58.89 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $616 Shares 6,809 Est. Cost $80.45 Unrealized +0.5%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $609 Shares 2,166 Est. Cost $248.76 Unrealized
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $607 Shares 4,348 Est. Cost $109.83 Unrealized +13.3%
PAYX PAYCHEX INC COM 0.3%
Value ($000) $606 Shares 4,289 Est. Cost $116.98 Unrealized +4.2%
CINF CINCINNATI FINL CORP COM 0.3%
Value ($000) $605 Shares 4,215 Est. Cost $108.05 Unrealized +15.8%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $604 Shares 5,540 Est. Cost $100.07 Unrealized +5.0%
MSCI MSCI INC COM 0.3%
Value ($000) $600 Shares 1,055 Est. Cost $531.37 Unrealized +0.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.3%
Value ($000) $599 Shares 9,473 Est. Cost $57.44 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $598 Shares 2,107 Est. Cost $242.23 Unrealized +11.8%
BRO BROWN & BROWN INC COM 0.3%
Value ($000) $594 Shares 5,615 Est. Cost $80.07 Unrealized +23.2%
KVUE KENVUE INC COM 0.3%
Value ($000) $593 Shares 25,904 Est. Cost $18.83 Unrealized +4.3%
INTU INTUIT COM 0.3%
Value ($000) $592 Shares 954 Est. Cost $630.18 Unrealized +0.4%
COR CENCORA INC COM 0.3%
Value ($000) $587 Shares 2,556 Est. Cost $227.63 Unrealized +0.9%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $586 Shares 5,708 Est. Cost $84.13 Unrealized +12.3%
DOV DOVER CORP COM 0.3%
Value ($000) $578 Shares 2,997 Est. Cost $158.80 Unrealized +13.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $578 Shares 1,845 Est. Cost $345.83 Unrealized -11.8%
AMCOR PLC ORD 0.3%
Value ($000) $576 Shares 52,068 Est. Cost $8.77 Unrealized +15.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.2%
Value ($000) $572 Shares 10,869 Est. Cost $53.51 Unrealized -7.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $564 Shares 3,245 Est. Cost $165.13 Unrealized +10.9%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $564 Shares 3,603 Est. Cost $138.80 Unrealized +1.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $562 Shares 1,022 Est. Cost $569.28 Unrealized +3.5%
ESS ESSEX PPTY TR INC COM 0.2%
Value ($000) $561 Shares 1,907 Est. Cost $223.03 Unrealized +23.2%
LOW LOWES COS INC COM 0.2%
Value ($000) $555 Shares 2,123 Est. Cost $221.96 Unrealized +6.4%
O REALTY INCOME CORP COM 0.2%
Value ($000) $550 Shares 9,093 Est. Cost $48.63 Unrealized +13.1%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $549 Shares 1,510 Est. Cost $330.79 Unrealized +2.9%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.2%
Value ($000) $545 Shares 4,772 Est. Cost $93.03 Unrealized +12.4%
AZO AUTOZONE INC COM 0.2%
Value ($000) $544 Shares 180 Est. Cost $2927.16 Unrealized +4.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $543 Shares 9,787 Est. Cost $55.00 Unrealized +5.2%
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $540 Shares 5,009 Est. Cost $103.84 Unrealized -1.4%
KEY KEYCORP COM 0.2%
Value ($000) $538 Shares 30,750 Est. Cost $13.16 Unrealized +12.9%
ROL ROLLINS INC COM 0.2%
Value ($000) $536 Shares 11,449 Est. Cost $44.95 Unrealized +8.0%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $535 Shares 1,100 Est. Cost $426.93 Unrealized +14.7%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $532 Shares 5,574 Est. Cost $111.42 Unrealized -22.5%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $524 Shares 2,192 Est. Cost $218.04 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $524 Shares 5,676 Est. Cost $94.62 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $518 Shares 3,485 Est. Cost $141.88 Unrealized -0.6%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $514 Shares 16,795 Est. Cost $29.92 Unrealized +0.8%
HSY HERSHEY CO COM 0.2%
Value ($000) $513 Shares 2,892 Est. Cost $183.92 Unrealized +1.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.2%
Value ($000) $510 Shares 391 Est. Cost $1311.24 Unrealized +7.1%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $509 Shares 3,790 Est. Cost $115.12 Unrealized +16.6%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $506 Shares 11,126 Est. Cost $52.23 Unrealized -17.2%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $505 Shares 4,512 Est. Cost $102.02 Unrealized +0.2%
SYY SYSCO CORP COM 0.2%
Value ($000) $504 Shares 6,788 Est. Cost $74.05 Unrealized -2.6%
NDSN NORDSON CORP COM 0.2%
Value ($000) $503 Shares 2,006 Est. Cost $252.43 Unrealized -5.1%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $502 Shares 4,200 Est. Cost $120.12 Unrealized +0.1%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $498 Shares 5,310 Est. Cost $84.87 Unrealized +6.5%
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $492 Shares 2,410 Est. Cost $197.11 Unrealized
AVGO BROADCOM INC COM 0.2%
Value ($000) $487 Shares 2,759 Est. Cost $155.08 Unrealized +1.9%
PPG PPG INDS INC COM 0.2%
Value ($000) $487 Shares 3,876 Est. Cost $133.65 Unrealized -8.7%
AOS SMITH A O CORP COM 0.2%
Value ($000) $475 Shares 6,262 Est. Cost $79.95 Unrealized +0.8%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $471 Shares 3,380 Est. Cost $98.10 Unrealized +20.4%
ADBE ADOBE INC COM 0.2%
Value ($000) $467 Shares 960 Est. Cost $573.19 Unrealized -4.3%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $466 Shares 1,638 Est. Cost $239.72 Unrealized +16.2%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.2%
Value ($000) $465 Shares 9,863 Est. Cost $43.47 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $465 Shares 22,247 Est. Cost $23.48 Unrealized -16.0%
NUE NUCOR CORP COM 0.2%
Value ($000) $455 Shares 3,185 Est. Cost $174.25 Unrealized -15.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $432 Shares 3,918 Est. Cost $101.63 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $426 Shares 3,660 Est. Cost $137.08 Unrealized -3.2%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $408 Shares 8,130 Est. Cost $45.58 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $398 Shares 12,903 Est. Cost $25.47 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $383 Shares 2,757 Est. Cost $131.24 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $368 Shares 742 Est. Cost $447.33 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $361 Shares 2,024 Est. Cost $169.37 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $358 Shares 2,934 Est. Cost $86.83 Unrealized +27.9%
RMD RESMED INC COM 0.2%
Value ($000) $350 Shares 1,442 Est. Cost $192.79 Unrealized +14.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $348 Shares 4,876 Est. Cost $65.87 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $346 Shares 1,278 Est. Cost $260.73 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $344 Shares 3,794 Est. Cost $83.58 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $341 Shares 996 Est. Cost $292.16 Unrealized +3.1%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $341 Shares 2,904 Est. Cost $110.21 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $340 Shares 7,396 Est. Cost $45.27 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $339 Shares 4,077 Est. Cost $66.02 Unrealized +8.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $328 Shares 282 Est. Cost $70.14 Unrealized +4.7%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $308 Shares 8,789 Est. Cost $34.88 Unrealized
EME EMCOR GROUP INC COM 0.1%
Value ($000) $304 Shares 704 Est. Cost $297.92 Unrealized +26.4%
ATR APTARGROUP INC COM 0.1%
Value ($000) $303 Shares 1,792 Est. Cost $134.01 Unrealized +8.4%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $297 Shares 1,426 Est. Cost $134.67 Unrealized +18.3%
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $292 Shares 1,595 Est. Cost $165.50 Unrealized +0.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $290 Shares 2,394 Est. Cost $114.31 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $290 Shares 1,730 Est. Cost $161.01 Unrealized +6.3%
POOL POOL CORP COM 0.1%
Value ($000) $287 Shares 788 Est. Cost $364.04 Unrealized -7.0%
DCI DONALDSON INC COM 0.1%
Value ($000) $287 Shares 3,896 Est. Cost $66.96 Unrealized +5.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $286 Shares 536 Est. Cost $480.70 Unrealized
IEX IDEX CORP COM 0.1%
Value ($000) $285 Shares 1,305 Est. Cost $213.68 Unrealized -7.4%
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $282 Shares 13,901 Est. Cost $14.79 Unrealized +8.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $277 Shares 2,215 Est. Cost $118.29 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $272 Shares 3,886 Est. Cost $54.70 Unrealized +15.2%
ANSYS INC COM 0.1%
Value ($000) $272 Shares 829 Est. Cost $339.21 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $272 Shares 2,416 Est. Cost $62.67 Unrealized +32.0%
BLK BLACKROCK INC COM 0.1%
Value ($000) $268 Shares 274 Est. Cost $840.24 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $266 Shares 792 Est. Cost $263.81 Unrealized +16.2%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $266 Shares 3,885 Est. Cost $68.16 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $264 Shares 1,695 Est. Cost $128.05 Unrealized +13.9%
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $263 Shares 2,598 Est. Cost $83.81 Unrealized +7.3%
HSIC HENRY SCHEIN INC COM 0.1%
Value ($000) $262 Shares 3,705 Est. Cost $72.93 Unrealized -4.9%
IT GARTNER INC COM 0.1%
Value ($000) $261 Shares 503 Est. Cost $447.62 Unrealized +7.4%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $260 Shares 667 Est. Cost $270.83 Unrealized +21.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $260 Shares 1,500 Est. Cost $170.27 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $260 Shares 1,209 Est. Cost $192.38 Unrealized +6.2%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $256 Shares 2,904 Est. Cost $75.86 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $254 Shares 1,191 Est. Cost $183.80 Unrealized +14.7%
GIB CGI INC CL A SUB VTG 0.1%
Value ($000) $251 Shares 2,228 Est. Cost $102.84 Unrealized +5.6%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $250 Shares 1,500 Est. Cost $90.62 Unrealized +51.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $250 Shares 2,210 Est. Cost $95.04 Unrealized +18.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $246 Shares 10,786 Est. Cost $22.77 Unrealized
WAT WATERS CORP COM 0.1%
Value ($000) $244 Shares 746 Est. Cost $326.66 Unrealized -0.3%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $243 Shares 1,639 Est. Cost $109.20 Unrealized +24.2%
SO SOUTHERN CO COM 0.1%
Value ($000) $241 Shares 2,698 Est. Cost $64.75 Unrealized +26.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $240 Shares 932 Est. Cost $227.94 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $236 Shares 2,842 Est. Cost $78.64 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $234 Shares 2,407 Est. Cost $75.99 Unrealized +22.4%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $233 Shares 517 Est. Cost $524.93 Unrealized -7.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $232 Shares 2,156 Est. Cost $102.76 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $230 Shares 2,890 Est. Cost $79.86 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $230 Shares 1,375 Est. Cost $155.91 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $226 Shares 2,187 Est. Cost $105.03 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $224 Shares 264 Est. Cost $725.89 Unrealized +22.7%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $221 Shares 561 Est. Cost $391.16 Unrealized
WPC WP CAREY INC COM 0.1%
Value ($000) $221 Shares 3,931 Est. Cost $55.84 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $219 Shares 2,248 Est. Cost $84.94 Unrealized -2.5%
PFE PFIZER INC COM 0.1%
Value ($000) $217 Shares 7,625 Est. Cost $24.95 Unrealized +6.9%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $217 Shares 875 Est. Cost $235.79 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $217 Shares 1,582 Est. Cost $130.73 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $215 Shares 1,856 Est. Cost $110.54 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $207 Shares 3,028 Est. Cost $61.57 Unrealized +6.6%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $197 Shares 448 Est. Cost $279.26 Unrealized +23.4%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $196 Shares 1,032 Est. Cost $141.13 Unrealized +18.7%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $193 Shares 620 Est. Cost $233.88 Unrealized +12.8%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $192 Shares 2,000 Est. Cost $66.73 Unrealized +22.1%
KR KROGER CO COM 0.1%
Value ($000) $192 Shares 3,440 Est. Cost $47.66 Unrealized +9.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $191 Shares 2,093 Est. Cost $89.67 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $191 Shares 1,314 Est. Cost $53.68 Unrealized +108.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $188 Shares 1,900 Est. Cost $86.67 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $182 Shares 4,041 Est. Cost $42.23 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.1%
Value ($000) $179 Shares 6,617 Est. Cost $26.98 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $178 Shares 26,732 Est. Cost $5.93 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $175 Shares 1,326 Est. Cost $84.95 Unrealized +29.3%
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value ($000) $173 Shares 912 Est. Cost $151.89 Unrealized 0.0%
CION CION INVT CORP COM 0.1%
Value ($000) $170 Shares 14,470 Est. Cost $8.24 Unrealized +17.5%
CLS CELESTICA INC COM 0.1%
Value ($000) $169 Shares 2,425 Est. Cost $50.44 Unrealized +2.5%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $169 Shares 6,675 Est. Cost $23.57 Unrealized
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $169 Shares 127 Est. Cost $997.72 Unrealized +15.5%
SFM SPROUTS FMRS MKT INC COM 0.1%
Value ($000) $167 Shares 1,408 Est. Cost $95.38 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $167 Shares 879 Est. Cost $163.06 Unrealized +6.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $166 Shares 2,245 Est. Cost $70.88 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $166 Shares 4,108 Est. Cost $42.66 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $165 Shares 1,604 Est. Cost $107.63 Unrealized -2.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $165 Shares 651 Est. Cost $233.98 Unrealized -0.4%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $162 Shares 1,913 Est. Cost $80.14 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $160 Shares 1,265 Est. Cost $98.59 Unrealized +12.1%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $160 Shares 658 Est. Cost $174.18 Unrealized +22.9%
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $158 Shares 132 Est. Cost $85.49 Unrealized +41.7%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $157 Shares 252 Est. Cost $498.54 Unrealized +12.4%
PSN PARSONS CORP DEL COM 0.1%
Value ($000) $156 Shares 1,422 Est. Cost $73.34 Unrealized +22.3%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $155 Shares 4,367 Est. Cost $32.82 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $154 Shares 3,645 Est. Cost $33.33 Unrealized +16.3%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $151 Shares 1,378 Est. Cost $113.79 Unrealized -0.5%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $151 Shares 2,050 Est. Cost $54.96 Unrealized +24.7%
GNTX GENTEX CORP COM 0.1%
Value ($000) $147 Shares 4,712 Est. Cost $33.83 Unrealized -8.2%
SN SHARKNINJA INC COM SHS 0.1%
Value ($000) $144 Shares 1,295 Est. Cost $52.90 Unrealized +64.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $142 Shares 1,611 Est. Cost $57.62 Unrealized +32.5%
NTNX NUTANIX INC CL A 0.1%
Value ($000) $141 Shares 2,193 Est. Cost $61.21 Unrealized -10.2%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $141 Shares 2,669 Est. Cost $42.01 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $139 Shares 600 Est. Cost $234.64 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC COM 0.1%
Value ($000) $139 Shares 875 Est. Cost $123.13 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $138 Shares 4,290 Est. Cost $29.46 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $138 Shares 340 Est. Cost $372.54 Unrealized -0.9%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $136 Shares 1,365 Est. Cost $83.90 Unrealized +18.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $136 Shares 3,109 Est. Cost $25.31 Unrealized +21.3%
AGX ARGAN INC COM 0.1%
Value ($000) $132 Shares 970 Est. Cost $78.01 Unrealized 0.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $132 Shares 1,440 Est. Cost $91.25 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $129 Shares 761 Est. Cost $152.55 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $129 Shares 236 Est. Cost $415.91 Unrealized +24.2%
WING WINGSTOP INC COM 0.1%
Value ($000) $128 Shares 442 Est. Cost $386.66 Unrealized +0.5%
PCAR PACCAR INC COM 0.1%
Value ($000) $127 Shares 1,212 Est. Cost $100.54 Unrealized -8.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $121 Shares 2,402 Est. Cost $35.70 Unrealized +27.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $119 Shares 2,261 Est. Cost $46.05 Unrealized -5.2%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $118 Shares 1,699 Est. Cost $65.95 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $117 Shares 4,012 Est. Cost $29.18 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.1%
Value ($000) $115 Shares 3,370 Est. Cost $26.64 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $114 Shares 2,343 Est. Cost $38.64 Unrealized +6.4%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $113 Shares 1,833 Est. Cost $56.40 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $111 Shares 720 Est. Cost $133.16 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $111 Shares 3,308 Est. Cost $35.08 Unrealized -5.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $111 Shares 823 Est. Cost $123.18 Unrealized
PNTG PENNANT GROUP INC COM 0.0%
Value ($000) $111 Shares 3,320 Est. Cost $21.91 Unrealized +40.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $110 Shares 332 Est. Cost $247.59 Unrealized +16.3%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $107 Shares 611 Est. Cost $133.50 Unrealized +25.8%
T AT&T INC COM 0.0%
Value ($000) $106 Shares 4,821 Est. Cost $15.62 Unrealized +20.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $105 Shares 205 Est. Cost $452.57 Unrealized +2.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $104 Shares 717 Est. Cost $164.35 Unrealized -0.2%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $103 Shares 2,336 Est. Cost $32.36 Unrealized +19.2%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $102 Shares 2,530 Est. Cost $29.81 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $101 Shares 1,025 Est. Cost $89.54 Unrealized +3.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $101 Shares 4,055 Est. Cost $15.98 Unrealized +24.2%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $100 Shares 12,533 Est. Cost $7.77 Unrealized
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $100 Shares 1,630 Est. Cost $45.20 Unrealized +12.7%
KKR KKR & CO INC COM 0.0%
Value ($000) $100 Shares 710 Est. Cost $100.87 Unrealized +16.4%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $97 Shares 2,100 Est. Cost $32.61 Unrealized +22.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $97 Shares 850 Est. Cost $90.50 Unrealized +17.0%
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $96 Shares 617 Est. Cost $144.91 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $95 Shares 2,062 Est. Cost $45.66 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $94 Shares 692 Est. Cost $152.14 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $93 Shares 2,270 Est. Cost $40.65 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $93 Shares 123 Est. Cost $63.66 Unrealized +5.1%
SRE SEMPRA COM 0.0%
Value ($000) $91 Shares 1,095 Est. Cost $67.38 Unrealized +13.3%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $91 Shares 590 Est. Cost $29.54 Unrealized +4.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $90 Shares 725 Est. Cost $102.94 Unrealized +11.5%
NI NISOURCE INC COM 0.0%
Value ($000) $90 Shares 2,549 Est. Cost $24.83 Unrealized +23.7%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $89 Shares 479 Est. Cost $149.09 Unrealized 0.0%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $87 Shares 2,070 Est. Cost $33.35 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $87 Shares 431 Est. Cost $191.88 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $87 Shares 231 Est. Cost $313.71 Unrealized +9.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $85 Shares 1,026 Est. Cost $32.46 Unrealized +1.6%
VST VISTRA CORP COM 0.0%
Value ($000) $85 Shares 686 Est. Cost $48.74 Unrealized +72.6%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $85 Shares 1,705 Est. Cost $45.71 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $85 Shares 667 Est. Cost $149.27 Unrealized -12.8%
VERX VERTEX INC CL A 0.0%
Value ($000) $84 Shares 1,950 Est. Cost $36.86 Unrealized 0.0%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $84 Shares 3,213 Est. Cost $27.00 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $83 Shares 3,940 Est. Cost $18.12 Unrealized +0.8%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $83 Shares 1,295 Est. Cost $53.35 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $82 Shares 5,211 Est. Cost $12.40 Unrealized +8.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $82 Shares 695 Est. Cost $96.90 Unrealized 0.0%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $82 Shares 6,118 Est. Cost $13.36 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $81 Shares 1,038 Est. Cost $81.43 Unrealized 0.0%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $81 Shares 2,555 Est. Cost $27.19 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $80 Shares 203 Est. Cost $341.16 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $80 Shares 220 Est. Cost $337.80 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $80 Shares 1,040 Est. Cost $85.67 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $79 Shares 1,900 Est. Cost $38.48 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $79 Shares 1,039 Est. Cost $52.67 Unrealized +21.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $78 Shares 1,504 Est. Cost $38.91 Unrealized +17.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $78 Shares 2,360 Est. Cost $60.86 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $78 Shares 3,424 Est. Cost $16.46 Unrealized +20.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $78 Shares 1,821 Est. Cost $31.38 Unrealized +22.4%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $77 Shares 578 Est. Cost $119.41 Unrealized
VIST VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 0.0%
Value ($000) $77 Shares 1,525 Est. Cost $50.70 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $77 Shares 7,376 Est. Cost $10.66 Unrealized -2.1%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $77 Shares 1,423 Est. Cost $46.93 Unrealized +0.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $76 Shares 3,742 Est. Cost $16.50 Unrealized +11.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $76 Shares 1,217 Est. Cost $58.06 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $76 Shares 289 Est. Cost $140.32 Unrealized +40.5%
FN FABRINET SHS 0.0%
Value ($000) $75 Shares 300 Est. Cost $221.89 Unrealized +4.3%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $75 Shares 648 Est. Cost $120.94 Unrealized -2.4%
YOU CLEAR SECURE INC COM CL A 0.0%
Value ($000) $74 Shares 1,980 Est. Cost $24.93 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $74 Shares 278 Est. Cost $249.86 Unrealized
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $74 Shares 3,680 Est. Cost $9.94 Unrealized 0.0%
BTSG BRIGHTSPRING HEALTH SVCS INC COM 0.0%
Value ($000) $74 Shares 4,915 Est. Cost $12.53 Unrealized 0.0%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $73 Shares 4,670 Est. Cost $13.45 Unrealized 0.0%
PRGS PROGRESS SOFTWARE CORP COM 0.0%
Value ($000) $73 Shares 1,130 Est. Cost $57.23 Unrealized 0.0%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $73 Shares 545 Est. Cost $53.61 Unrealized +89.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $73 Shares 1,025 Est. Cost $64.39 Unrealized +0.3%
WLDN WILLDAN GROUP INC COM 0.0%
Value ($000) $73 Shares 1,525 Est. Cost $35.93 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $73 Shares 374 Est. Cost $194.48 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $73 Shares 2,700 Est. Cost $22.49 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $41.42 Unrealized 0.0%
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $73 Shares 398 Est. Cost $144.76 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $72 Shares 920 Est. Cost $68.31 Unrealized 0.0%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $72 Shares 2,880 Est. Cost $21.84 Unrealized 0.0%
KVYO KLAVIYO INC COM SER A 0.0%
Value ($000) $72 Shares 1,855 Est. Cost $28.98 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $71 Shares 249 Est. Cost $261.35 Unrealized
POWL POWELL INDS INC COM 0.0%
Value ($000) $71 Shares 279 Est. Cost $162.21 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $70 Shares 524 Est. Cost $47.68 Unrealized +18.7%
HPQ HP INC COM 0.0%
Value ($000) $70 Shares 1,924 Est. Cost $27.31 Unrealized +21.7%
TKR TIMKEN CO COM 0.0%
Value ($000) $70 Shares 831 Est. Cost $82.68 Unrealized -0.5%
PI IMPINJ INC COM 0.0%
Value ($000) $70 Shares 365 Est. Cost $169.54 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $69 Shares 903 Est. Cost $56.62 Unrealized +21.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $66 Shares 630 Est. Cost $104.73 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $66 Shares 7,800 Est. Cost $8.16 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $64 Shares 1,374 Est. Cost $36.29 Unrealized +13.8%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $63 Shares 543 Est. Cost $116.78 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $63 Shares 1,080 Est. Cost $42.64 Unrealized +20.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $62 Shares 1,041 Est. Cost $46.96 Unrealized +15.8%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $61 Shares 965 Est. Cost $68.83 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $61 Shares 335 Est. Cost $133.82 Unrealized +9.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $59 Shares 700 Est. Cost $73.15 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $59 Shares 647 Est. Cost $87.23 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $59 Shares 706 Est. Cost $62.61 Unrealized +21.4%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $58 Shares 554 Est. Cost $81.91 Unrealized +15.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $58 Shares 127 Est. Cost $393.34 Unrealized +12.4%
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.0%
Value ($000) $57 Shares 560 Est. Cost $56.89 Unrealized +65.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $56 Shares 432 Est. Cost $120.99 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $55 Shares 2,275 Est. Cost $17.99 Unrealized +15.0%
EXC EXELON CORP COM 0.0%
Value ($000) $53 Shares 1,334 Est. Cost $33.22 Unrealized +7.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $52 Shares 213 Est. Cost $241.47 Unrealized +8.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $51 Shares 206 Est. Cost $209.73 Unrealized +7.1%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $50 Shares 1,721 Est. Cost $26.68 Unrealized +1.3%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $49 Shares 588 Est. Cost $76.74 Unrealized -2.9%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $49 Shares 823 Est. Cost $47.73 Unrealized +14.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $49 Shares 449 Est. Cost $107.42 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $48 Shares 955 Est. Cost $43.84 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $47 Shares 445 Est. Cost $94.25 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $46 Shares 758 Est. Cost $45.37 Unrealized +13.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $46 Shares 716 Est. Cost $53.16 Unrealized +11.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $45 Shares 436 Est. Cost $109.71 Unrealized -8.4%
TER TERADYNE INC COM 0.0%
Value ($000) $44 Shares 400 Est. Cost $103.38 Unrealized +29.6%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $42 Shares 50 Est. Cost $750.07 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $41 Shares 3,564 Est. Cost $11.35 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $41 Shares 139 Est. Cost $158.10 Unrealized +21.2%
HAS HASBRO INC COM 0.0%
Value ($000) $41 Shares 620 Est. Cost $55.63 Unrealized +10.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $41 Shares 429 Est. Cost $75.28 Unrealized +12.4%
CME CME GROUP INC COM 0.0%
Value ($000) $41 Shares 180 Est. Cost $196.43 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $40 Shares 373 Est. Cost $97.73 Unrealized +4.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $40 Shares 600 Est. Cost $65.90 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $39 Shares 157 Est. Cost $263.38 Unrealized -2.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $39 Shares 1,340 Est. Cost $37.68 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $39 Shares 438 Est. Cost $71.99 Unrealized +1.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $38 Shares 943 Est. Cost $31.54 Unrealized +12.6%
PPL PPL CORP COM 0.0%
Value ($000) $38 Shares 1,181 Est. Cost $24.97 Unrealized +17.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $38 Shares 417 Est. Cost $65.83 Unrealized +8.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $38 Shares 845 Est. Cost $42.44 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $38 Shares 820 Est. Cost $47.77 Unrealized -10.1%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $38 Shares 6,935 Est. Cost $5.52 Unrealized
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $38 Shares 691 Est. Cost $51.25 Unrealized
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $37 Shares 580 Est. Cost $74.38 Unrealized -3.5%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $36 Shares 256 Est. Cost $115.29 Unrealized +3.3%
PCG PG&E CORP COM 0.0%
Value ($000) $36 Shares 1,789 Est. Cost $16.58 Unrealized +11.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $36 Shares 193 Est. Cost $187.71 Unrealized +7.8%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $36 Shares 1,041 Est. Cost $33.15 Unrealized 0.0%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $35 Shares 1,584 Est. Cost $22.14 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $35 Shares 1,347 Est. Cost $21.17 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $34 Shares 1,700 Est. Cost $17.64 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $34 Shares 671 Est. Cost $46.07 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $34 Shares 595 Est. Cost $70.82 Unrealized -22.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $33 Shares 87 Est. Cost $483.44 Unrealized -22.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $50.13 Unrealized +9.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $31 Shares 233 Est. Cost $135.25 Unrealized -10.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $31 Shares 202 Est. Cost $152.22 Unrealized -6.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $31 Shares 232 Est. Cost $128.92 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $31 Shares 1,100 Est. Cost $20.98 Unrealized +21.3%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $30 Shares 450 Est. Cost $44.50 Unrealized +32.6%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $30 Shares 247 Est. Cost $134.98 Unrealized -4.9%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $29 Shares 724 Est. Cost $33.57 Unrealized +15.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 291 Est. Cost $98.43 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $28 Shares 1,643 Est. Cost $17.56 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $117.79 Unrealized +16.5%
AES AES CORP COM 0.0%
Value ($000) $27 Shares 1,626 Est. Cost $15.22 Unrealized +8.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $26 Shares 155 Est. Cost $170.39 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 275 Est. Cost $95.86 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $26 Shares 300 Est. Cost $65.20 Unrealized +24.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $26 Shares 299 Est. Cost $66.93 Unrealized +14.7%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $135.69 Unrealized +2.7%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $25 Shares 760 Est. Cost $32.23 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $24 Shares 3,500 Est. Cost $4.34 Unrealized +34.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $220.13 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $23 Shares 197 Est. Cost $114.88 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $22 Shares 146 Est. Cost $150.05 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $31.67 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $21 Shares 80 Est. Cost $260.77 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $21 Shares 527 Est. Cost $43.23 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $20 Shares 380 Est. Cost $44.40 Unrealized +12.4%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $20 Shares 347 Est. Cost $56.98 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $19 Shares 324 Est. Cost $47.11 Unrealized +16.9%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $92.82 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $19 Shares 983 Est. Cost $16.13 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.62 Unrealized 0.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $19 Shares 196 Est. Cost $96.30 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $48.40 Unrealized 0.0%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $19 Shares 3,009 Est. Cost $6.89 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $19 Shares 547 Est. Cost $39.00 Unrealized -8.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $19 Shares 89 Est. Cost $157.89 Unrealized +22.2%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $18 Shares 207 Est. Cost $49.65 Unrealized +24.7%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $17 Shares 148 Est. Cost $104.28 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $17 Shares 6,131 Est. Cost $2.83 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $17 Shares 280 Est. Cost $53.04 Unrealized +1.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $17 Shares 195 Est. Cost $82.96 Unrealized +0.9%
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
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.81 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $6.62 Unrealized +35.6%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.11 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $15 Shares 580 Est. Cost $28.36 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $15 Shares 95 Est. Cost $131.09 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.86 Unrealized 0.0%
BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS 0.0%
Value ($000) $14 Shares 1,653 Est. Cost $8.30 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $14 Shares 330 Est. Cost $34.64 Unrealized +15.0%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $13 Shares 993 Est. Cost $16.13 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $13 Shares 304 Est. Cost $37.04 Unrealized +9.6%
NYLI CBRE NEXTGEN REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $19.73 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $13 Shares 177 Est. Cost $61.35 Unrealized +12.1%
HITI HIGH TIDE INC COM NEW 0.0%
Value ($000) $13 Shares 4,444 Est. Cost $2.33 Unrealized -15.2%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $13 Shares 850 Est. Cost $13.36 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $13 Shares 257 Est. Cost $49.66 Unrealized -9.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $13 Shares 191 Est. Cost $52.54 Unrealized +14.8%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $91.50 Unrealized +7.4%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $12 Shares 301 Est. Cost $51.18 Unrealized -22.7%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 280 Est. Cost $42.55 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $12 Shares 910 Est. Cost $19.82 Unrealized -31.5%
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $12 Shares 2,185 Est. Cost $5.30 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $12 Shares 411 Est. Cost $10.98 Unrealized +24.3%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $12 Shares 217 Est. Cost $26.63 Unrealized +17.5%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $11 Shares 275 Est. Cost $39.81 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $11 Shares 380 Est. Cost $28.00 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $11 Shares 168 Est. Cost $42.71 Unrealized +31.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $11 Shares 372 Est. Cost $22.98 Unrealized +16.9%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $11 Shares 455 Est. Cost $13.80 Unrealized +52.8%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $11 Shares 588 Est. Cost $15.85 Unrealized +2.8%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $67.34 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $11 Shares 709 Est. Cost $13.25 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $11 Shares 386 Est. Cost $31.06 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $11 Shares 201 Est. Cost $32.99 Unrealized +26.6%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $10 Shares 659 Est. Cost $14.32 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $155.84 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $10 Shares 295 Est. Cost $34.43 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $10 Shares 130 Est. Cost $73.04 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $10 Shares 48 Est. Cost $208.85 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $10 Shares 29 Est. Cost $338.38 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.61 Unrealized +31.5%
UTL UNITIL CORP COM 0.0%
Value ($000) $10 Shares 168 Est. Cost $58.37 Unrealized 0.0%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $10 Shares 286 Est. Cost $37.72 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $10 Shares 260 Est. Cost $35.15 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.14 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $10 Shares 146 Est. Cost $68.22 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 345 Est. Cost $41.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 40 Est. Cost $208.28 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $9 Shares 74 Est. Cost $123.03 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $9 Shares 450 Est. Cost $19.41 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $9 Shares 184 Est. Cost $40.41 Unrealized +14.3%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.37 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.85 Unrealized +8.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $259.43 Unrealized 0.0%
PACTIV EVERGREEN INC COM 0.0%
Value ($000) $8 Shares 692 Est. Cost $11.32 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $195.37 Unrealized +16.7%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 256 Est. Cost $28.49 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $8 Shares 109 Est. Cost $68.90 Unrealized -2.5%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $7 Shares 929 Est. Cost $7.19 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $7 Shares 329 Est. Cost $33.65 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $128.58 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $7 Shares 436 Est. Cost $17.91 Unrealized 0.0%
BRCC BRC INC COM CL A 0.0%
Value ($000) $7 Shares 2,296 Est. Cost $5.20 Unrealized -11.9%
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $7 Shares 395 Est. Cost $16.86 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $112.05 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $7 Shares 300 Est. Cost $16.27 Unrealized +4.1%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $7 Shares 250 Est. Cost $20.34 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $65.94 Unrealized +28.1%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $6 Shares 151 Est. Cost $42.74 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.34 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 24 Est. Cost $176.58 Unrealized +32.5%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.69 Unrealized
DRAGONFLY ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $6 Shares 11,506 Est. Cost $0.85 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $6 Shares 81 Est. Cost $66.30 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $6 Shares 35 Est. Cost $121.35 Unrealized +15.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $6 Shares 117 Est. Cost $57.57 Unrealized -3.8%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6 Shares 595 Est. Cost $9.90 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $6 Shares 495 Est. Cost $11.94 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $5 Shares 178 Est. Cost $23.80 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $82.75 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.60 Unrealized +13.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $209.12 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.75 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $5 Shares 10 Est. Cost $377.87 Unrealized +23.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $5 Shares 260 Est. Cost $28.37 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $41.97 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $88.72 Unrealized +20.7%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $5 Shares 65 Est. Cost $70.43 Unrealized -9.0%
ABRDN INCOME CREDIT STRATEGIES COM 0.0%
Value ($000) $5 Shares 759 Est. Cost $6.48 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $5 Shares 18 Est. Cost $272.39 Unrealized
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $2.55 Unrealized +45.7%
AROC ARCHROCK INC COM 0.0%
Value ($000) $5 Shares 235 Est. Cost $15.95 Unrealized +20.6%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.09 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $47.76 Unrealized +0.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $239.79 Unrealized +17.3%
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $5 Shares 190 Est. Cost $19.29 Unrealized +9.2%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $54.37 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 382 Est. Cost $11.01 Unrealized -1.8%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.28 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $174.81 Unrealized -13.1%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $45.29 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 700 Est. Cost $5.25 Unrealized
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $4 Shares 417 Est. Cost $9.68 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $304.32 Unrealized -5.9%
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $39.15 Unrealized
SPOK SPOK HLDGS INC COM 0.0%
Value ($000) $4 Shares 270 Est. Cost $16.46 Unrealized -7.6%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.14 Unrealized -2.7%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $77.80 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.02 Unrealized +5.6%
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $4 Shares 426 Est. Cost $8.29 Unrealized
SUTRO BIOPHARMA INC COM 0.0%
Value ($000) $4 Shares 1,042 Est. Cost $2.93 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.72 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $52.50 Unrealized +3.4%
NSP INSPERITY INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $99.25 Unrealized -11.8%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $4 Shares 145 Est. Cost $22.55 Unrealized 0.0%
WULF TERAWULF INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $2.70 Unrealized +68.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $3 Shares 5 Est. Cost $970.40 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 162 Est. Cost $21.81 Unrealized -8.7%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $42.87 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $3 Shares 26 Est. Cost $143.84 Unrealized -1.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.07 Unrealized
BWMX BETTERWARE DE MEXC S A P I DE SHS 0.0%
Value ($000) $3 Shares 245 Est. Cost $13.05 Unrealized -3.9%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.71 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.72 Unrealized
ENVESTNET INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.92 Unrealized
EGY VAALCO ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 575 Est. Cost $5.78 Unrealized -0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $3 Shares 170 Est. Cost $18.07 Unrealized -11.8%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 158 Est. Cost $15.82 Unrealized -14.1%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.20 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.18 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $3 Shares 168 Est. Cost $9.77 Unrealized -22.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.82 Unrealized 0.0%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.34 Unrealized
GIC GLOBAL INDUSTRIAL COMPANY COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.96 Unrealized -21.8%
DHI D R HORTON INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $147.13 Unrealized +17.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $2 Shares 39 Est. Cost $58.65 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 254 Est. Cost $21.69 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $14.51 Unrealized -27.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.40 Unrealized +12.3%
ROCKET LAB USA INC COM 0.0%
Value ($000) $2 Shares 208 Est. Cost $4.80 Unrealized
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.22 Unrealized +8.6%
BITF BITFARMS LTD COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.15 Unrealized +7.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $213.39 Unrealized -6.1%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.58 Unrealized +26.4%
FDP FRESH DEL MONTE PRODUCE INC ORD 0.0%
Value ($000) $2 Shares 69 Est. Cost $25.30 Unrealized 0.0%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $2 Shares 266 Est. Cost $10.75 Unrealized -14.3%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.27 Unrealized +17.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.33 Unrealized -10.7%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.00 Unrealized -12.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.06 Unrealized +15.7%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $26.37 Unrealized -0.0%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $1 Shares 85 Est. Cost $18.69 Unrealized -29.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $100.80 Unrealized -8.9%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.39 Unrealized -14.3%
STEELCASE INC CL A 0.0%
Value ($000) $1 Shares 108 Est. Cost $13.08 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $116.69 Unrealized -4.2%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.35 Unrealized -6.5%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.69 Unrealized -16.7%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.11 Unrealized +9.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 136 Est. Cost $9.64 Unrealized -18.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.80 Unrealized -3.0%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.44 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.15 Unrealized +18.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.04 Unrealized -8.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.70 Unrealized -0.9%
HUMA HUMACYTE INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.59 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.59 Unrealized -29.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.57 Unrealized +12.5%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.53 Unrealized -12.7%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.20 Unrealized +21.4%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 138 Est. Cost $5.21 Unrealized -12.1%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $43.81 Unrealized -38.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.70 Unrealized -7.1%
MATTERPORT INC COM CL A 0.0%
Value ($000) $1 Shares 135 Est. Cost $2.26 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $27.78 Unrealized -17.0%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.70 Unrealized -11.7%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $1 Shares 21 Est. Cost $23.24 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.73 Unrealized -8.4%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 216 Est. Cost $2.79 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 235 Est. Cost $3.72 Unrealized -39.7%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $0 Shares 43 Est. Cost $10.99 Unrealized +7.9%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.16 Unrealized -17.1%
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $27.96 Unrealized -26.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.08 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.75 Unrealized +0.4%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.71 Unrealized +23.3%
GRAYSCALE BITCOIN MINI TRUST (BTC) 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.38 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $18.15 Unrealized -54.4%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.84 Unrealized -20.6%
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value ($000) $0 Shares 130 Est. Cost $2.43 Unrealized -16.9%
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 136 Est. Cost $6.17 Unrealized -66.8%
TFF PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.04 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $11.78 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 68 Est. Cost $4.92 Unrealized -41.5%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.31 Unrealized -47.6%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.99 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.86 Unrealized -71.9%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.32 Unrealized +3.4%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.23 Unrealized +27.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.20 Unrealized -8.6%
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.02 Unrealized 0.0%
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized -6.5%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $0 Shares 36,844 Est. Cost Unrealized