Gen-Wealth Partners Inc Diversified Active

CIK: 0002023375 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $239,536 (100.0% shares, 0.0% debt)

Holdings (621)

SPYM SPDR PORTFOLIO S&P 500 ETF 7.1%
Value ($000) $17,093 Shares 259,937 Est. Cost $61.68 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.0%
Value ($000) $7,298 Shares 78,616 Est. Cost $87.83 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 2.9%
Value ($000) $7,025 Shares 144,074 Est. Cost $45.56 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.7%
Value ($000) $6,480 Shares 37,920 Est. Cost $165.89 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.4%
Value ($000) $5,841 Shares 10,395 Est. Cost $529.29 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 2.3%
Value ($000) $5,479 Shares 92,966 Est. Cost $54.64 Unrealized
IVE ISHARES S&P 500 VALUE ETF 2.2%
Value ($000) $5,203 Shares 27,302 Est. Cost $188.60 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.4%
Value ($000) $3,321 Shares 33,205 Est. Cost $102.80 Unrealized
WMT WALMART INC COM 1.3%
Value ($000) $3,034 Shares 34,559 Est. Cost $56.56 Unrealized +64.3%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $2,873 Shares 16,856 Est. Cost $153.02 Unrealized +7.1%
IYW ISHARES U.S. TECHNOLOGY ETF 1.1%
Value ($000) $2,716 Shares 19,339 Est. Cost $135.18 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 1.1%
Value ($000) $2,526 Shares 45,854 Est. Cost $57.80 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $2,481 Shares 6,609 Est. Cost $402.02 Unrealized +0.8%
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $2,475 Shares 9,953 Est. Cost $172.24 Unrealized +39.0%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $2,427 Shares 7,769 Est. Cost $275.98 Unrealized +6.1%
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $2,415 Shares 14,563 Est. Cost $149.64 Unrealized +1.9%
AMGN AMGEN INC COM 1.0%
Value ($000) $2,391 Shares 7,675 Est. Cost $280.05 Unrealized +2.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $2,266 Shares 41,985 Est. Cost $53.43 Unrealized
CAT CATERPILLAR INC COM 0.9%
Value ($000) $2,111 Shares 6,400 Est. Cost $313.55 Unrealized +12.2%
KO COCA COLA CO COM 0.9%
Value ($000) $2,105 Shares 29,389 Est. Cost $57.43 Unrealized +13.1%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $2,092 Shares 3,994 Est. Cost $501.10 Unrealized -0.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.9%
Value ($000) $2,071 Shares 89,414 Est. Cost $33.86 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.9%
Value ($000) $2,065 Shares 4,918 Est. Cost $403.82 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.8%
Value ($000) $2,010 Shares 19,066 Est. Cost $107.00 Unrealized
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,966 Shares 11,752 Est. Cost $140.10 Unrealized +7.4%
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $1,917 Shares 5,490 Est. Cost $345.36 Unrealized +0.8%
AAPL APPLE INC COM 0.8%
Value ($000) $1,915 Shares 8,619 Est. Cost $182.98 Unrealized +26.1%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.8%
Value ($000) $1,897 Shares 41,157 Est. Cost $45.60 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $1,883 Shares 5,372 Est. Cost $275.02 Unrealized +22.3%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $1,874 Shares 9,852 Est. Cost $168.82 Unrealized +28.5%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $1,872 Shares 7,631 Est. Cost $174.81 Unrealized +43.5%
MMM 3M CO COM 0.8%
Value ($000) $1,814 Shares 12,351 Est. Cost $82.63 Unrealized +75.0%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,574 Shares 4,294 Est. Cost $349.10 Unrealized +9.1%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $1,563 Shares 25,333 Est. Cost $47.61 Unrealized +26.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,546 Shares 5,061 Est. Cost $243.31 Unrealized +21.4%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,537 Shares 33,885 Est. Cost $36.22 Unrealized +9.3%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.6%
Value ($000) $1,492 Shares 16,128 Est. Cost $94.95 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.6%
Value ($000) $1,477 Shares 13,419 Est. Cost $100.17 Unrealized +5.7%
MKC MCCORMICK & CO INC COM NON VTG 0.6%
Value ($000) $1,470 Shares 17,864 Est. Cost $68.93 Unrealized +10.8%
TRV TRAVELERS COMPANIES INC COM 0.6%
Value ($000) $1,451 Shares 5,485 Est. Cost $209.86 Unrealized +16.9%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,402 Shares 9,352 Est. Cost $156.27 Unrealized -8.2%
BA BOEING CO COM 0.6%
Value ($000) $1,402 Shares 8,220 Est. Cost $191.05 Unrealized -9.4%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $1,397 Shares 14,910 Est. Cost $85.73 Unrealized +2.5%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,386 Shares 15,438 Est. Cost $110.73 Unrealized -18.6%
FDS FACTSET RESH SYS INC COM 0.6%
Value ($000) $1,379 Shares 3,032 Est. Cost $445.58 Unrealized +1.1%
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $1,305 Shares 2,389 Est. Cost $385.71 Unrealized +53.1%
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $1,293 Shares 4,804 Est. Cost $208.25 Unrealized +40.4%
NKE NIKE INC CL B 0.5%
Value ($000) $1,292 Shares 20,355 Est. Cost $88.12 Unrealized -18.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.5%
Value ($000) $1,286 Shares 27,949 Est. Cost $46.02 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,265 Shares 5,973 Est. Cost $182.96 Unrealized +8.4%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $1,238 Shares 11,427 Est. Cost $125.79 Unrealized +0.7%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,223 Shares 12,395 Est. Cost $102.85 Unrealized +3.3%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $1,206 Shares 33,227 Est. Cost $35.91 Unrealized
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,120 Shares 4,174 Est. Cost $285.81 Unrealized +8.1%
MBB ISHARES MBS ETF 0.5%
Value ($000) $1,108 Shares 11,818 Est. Cost $92.45 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.4%
Value ($000) $1,066 Shares 4,679 Est. Cost $174.06 Unrealized +21.7%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,037 Shares 1,097 Est. Cost $790.97 Unrealized +22.7%
COR CENCORA INC COM 0.4%
Value ($000) $1,019 Shares 3,663 Est. Cost $230.96 Unrealized +8.1%
FISV FISERV INC COM 0.4%
Value ($000) $980 Shares 4,437 Est. Cost $164.23 Unrealized +33.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.4%
Value ($000) $978 Shares 16,711 Est. Cost $53.21 Unrealized -2.1%
AZO AUTOZONE INC COM 0.4%
Value ($000) $969 Shares 254 Est. Cost $3019.20 Unrealized +14.3%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $968 Shares 26,226 Est. Cost $37.76 Unrealized -7.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.4%
Value ($000) $955 Shares 5,537 Est. Cost $142.77 Unrealized +13.5%
PAYX PAYCHEX INC COM 0.4%
Value ($000) $945 Shares 6,126 Est. Cost $123.69 Unrealized +15.7%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $942 Shares 7,918 Est. Cost $98.55 Unrealized +8.8%
ROL ROLLINS INC COM 0.4%
Value ($000) $938 Shares 17,358 Est. Cost $46.25 Unrealized +7.4%
ORCL ORACLE CORP COM 0.4%
Value ($000) $913 Shares 6,529 Est. Cost $126.70 Unrealized +27.5%
TSCO TRACTOR SUPPLY CO COM 0.4%
Value ($000) $904 Shares 16,410 Est. Cost $54.26 Unrealized -0.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $883 Shares 5,096 Est. Cost $171.70 Unrealized
INTU INTUIT COM 0.4%
Value ($000) $879 Shares 1,432 Est. Cost $626.56 Unrealized -4.6%
MSCI MSCI INC COM 0.4%
Value ($000) $864 Shares 1,528 Est. Cost $548.09 Unrealized +4.9%
BDX BECTON DICKINSON & CO COM 0.4%
Value ($000) $855 Shares 3,732 Est. Cost $229.54 Unrealized -0.9%
FAST FASTENAL CO COM 0.4%
Value ($000) $850 Shares 10,961 Est. Cost $33.06 Unrealized +11.5%
HSY HERSHEY CO COM 0.4%
Value ($000) $842 Shares 4,926 Est. Cost $176.01 Unrealized -9.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $842 Shares 2,699 Est. Cost $340.65 Unrealized +2.6%
META META PLATFORMS INC CL A 0.3%
Value ($000) $833 Shares 1,446 Est. Cost $443.21 Unrealized +45.1%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $827 Shares 6,980 Est. Cost $114.13 Unrealized -8.6%
FICO FAIR ISAAC CORP COM 0.3%
Value ($000) $821 Shares 445 Est. Cost $1518.77 Unrealized +21.9%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $817 Shares 3,015 Est. Cost $255.10 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $812 Shares 9,930 Est. Cost $81.19 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $809 Shares 6,098 Est. Cost $110.10 Unrealized +14.0%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.3%
Value ($000) $806 Shares 25,427 Est. Cost $31.69 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $805 Shares 1,366 Est. Cost $538.76 Unrealized +3.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $804 Shares 1,508 Est. Cost $556.07 Unrealized
ECL ECOLAB INC COM 0.3%
Value ($000) $802 Shares 3,164 Est. Cost $210.81 Unrealized +18.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $798 Shares 1 Est. Cost $663906.25 Unrealized +9.9%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.3%
Value ($000) $797 Shares 15,212 Est. Cost $52.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $792 Shares 1,593 Est. Cost $560.17 Unrealized -3.6%
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 0.3%
Value ($000) $791 Shares 16,982 Est. Cost $46.57 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $787 Shares 1,679 Est. Cost $460.45 Unrealized
LIN LINDE PLC SHS 0.3%
Value ($000) $785 Shares 1,686 Est. Cost $425.01 Unrealized +4.6%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $780 Shares 3,144 Est. Cost $245.56 Unrealized +2.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.3%
Value ($000) $764 Shares 647 Est. Cost $1303.56 Unrealized -2.0%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $744 Shares 753 Est. Cost $918.28 Unrealized +11.7%
ABBV ABBVIE INC COM 0.3%
Value ($000) $732 Shares 3,494 Est. Cost $161.63 Unrealized +17.2%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $686 Shares 2,516 Est. Cost $259.43 Unrealized -1.4%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $675 Shares 9,717 Est. Cost $113.11 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.3%
Value ($000) $674 Shares 7,195 Est. Cost $88.40 Unrealized
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $649 Shares 5,870 Est. Cost $84.59 Unrealized +12.6%
CTAS CINTAS CORP COM 0.3%
Value ($000) $642 Shares 3,122 Est. Cost $180.71 Unrealized +9.4%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $632 Shares 1,129 Est. Cost $535.31 Unrealized
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $619 Shares 4,491 Est. Cost $103.84 Unrealized +21.2%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $608 Shares 3,047 Est. Cost $210.79 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $603 Shares 1,998 Est. Cost $242.23 Unrealized +14.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $592 Shares 12,334 Est. Cost $54.13 Unrealized -13.5%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $589 Shares 4,738 Est. Cost $80.07 Unrealized +38.8%
AFL AFLAC INC COM 0.2%
Value ($000) $589 Shares 5,297 Est. Cost $79.15 Unrealized +31.5%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $589 Shares 19,026 Est. Cost $29.93 Unrealized -3.9%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $589 Shares 3,808 Est. Cost $109.83 Unrealized +30.2%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $580 Shares 3,753 Est. Cost $141.98 Unrealized +27.3%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $577 Shares 3,908 Est. Cost $108.05 Unrealized +27.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $574 Shares 9,830 Est. Cost $58.89 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $573 Shares 6,378 Est. Cost $80.54 Unrealized +8.5%
ESS ESSEX PPTY TR INC COM 0.2%
Value ($000) $568 Shares 1,853 Est. Cost $224.39 Unrealized +25.5%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $558 Shares 3,924 Est. Cost $115.98 Unrealized +11.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $557 Shares 1,889 Est. Cost $233.37 Unrealized +28.7%
KVUE KENVUE INC COM 0.2%
Value ($000) $551 Shares 22,970 Est. Cost $18.83 Unrealized +13.5%
O REALTY INCOME CORP COM 0.2%
Value ($000) $550 Shares 9,484 Est. Cost $49.00 Unrealized +7.3%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $540 Shares 4,493 Est. Cost $119.93 Unrealized -5.2%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.2%
Value ($000) $540 Shares 5,273 Est. Cost $74.86 Unrealized +32.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $539 Shares 7,607 Est. Cost $55.40 Unrealized +23.9%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $532 Shares 4,465 Est. Cost $133.92 Unrealized -12.8%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $525 Shares 1,409 Est. Cost $330.79 Unrealized +14.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $524 Shares 4,775 Est. Cost $100.07 Unrealized +18.7%
SYY SYSCO CORP COM 0.2%
Value ($000) $520 Shares 6,933 Est. Cost $74.04 Unrealized -3.7%
AMCOR PLC ORD 0.2%
Value ($000) $518 Shares 53,370 Est. Cost $8.82 Unrealized +9.3%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $515 Shares 15,184 Est. Cost $48.14 Unrealized -31.9%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $515 Shares 3,497 Est. Cost $138.80 Unrealized +6.6%
DOV DOVER CORP COM 0.2%
Value ($000) $511 Shares 2,910 Est. Cost $159.14 Unrealized +19.6%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $503 Shares 990 Est. Cost $429.48 Unrealized +18.2%
PPG PPG INDS INC COM 0.2%
Value ($000) $502 Shares 4,595 Est. Cost $131.27 Unrealized -14.2%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $500 Shares 25,972 Est. Cost $22.90 Unrealized -17.4%
AOS SMITH A O CORP COM 0.2%
Value ($000) $500 Shares 7,649 Est. Cost $78.60 Unrealized -15.5%
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $496 Shares 7,992 Est. Cost $57.12 Unrealized +0.1%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.2%
Value ($000) $495 Shares 8,163 Est. Cost $57.44 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $492 Shares 2,109 Est. Cost $222.70 Unrealized +8.7%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.2%
Value ($000) $486 Shares 4,973 Est. Cost $93.60 Unrealized +6.1%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $486 Shares 2,192 Est. Cost $218.04 Unrealized
PNR PENTAIR PLC SHS 0.2%
Value ($000) $481 Shares 5,497 Est. Cost $74.75 Unrealized +26.4%
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $465 Shares 2,410 Est. Cost $197.11 Unrealized
KEY KEYCORP COM 0.2%
Value ($000) $460 Shares 28,750 Est. Cost $13.16 Unrealized +23.4%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $458 Shares 6,357 Est. Cost $107.17 Unrealized -25.5%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $455 Shares 5,920 Est. Cost $85.26 Unrealized -5.2%
NDSN NORDSON CORP COM 0.2%
Value ($000) $454 Shares 2,249 Est. Cost $249.55 Unrealized -16.4%
NUE NUCOR CORP COM 0.2%
Value ($000) $441 Shares 3,665 Est. Cost $168.70 Unrealized -24.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $437 Shares 1,953 Est. Cost $342.52 Unrealized -19.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $436 Shares 5,166 Est. Cost $50.02 Unrealized +75.6%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $434 Shares 1,258 Est. Cost $239.72 Unrealized +30.7%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $428 Shares 4,659 Est. Cost $102.23 Unrealized -1.6%
TGT TARGET CORP COM 0.2%
Value ($000) $412 Shares 3,951 Est. Cost $140.25 Unrealized -14.3%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $400 Shares 12,903 Est. Cost $25.47 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $374 Shares 2,757 Est. Cost $131.24 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $371 Shares 7,946 Est. Cost $45.60 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $364 Shares 4,876 Est. Cost $65.87 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.2%
Value ($000) $363 Shares 5,860 Est. Cost $56.93 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $352 Shares 2,904 Est. Cost $110.21 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $351 Shares 915 Est. Cost $573.19 Unrealized -25.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $345 Shares 241 Est. Cost $70.14 Unrealized +24.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $343 Shares 2,815 Est. Cost $115.28 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $340 Shares 2,566 Est. Cost $86.83 Unrealized +43.7%
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $337 Shares 2,598 Est. Cost $83.81 Unrealized +51.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $323 Shares 1,285 Est. Cost $260.73 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.1%
Value ($000) $313 Shares 3,059 Est. Cost $101.63 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $305 Shares 13,289 Est. Cost $22.81 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $298 Shares 1,634 Est. Cost $165.81 Unrealized +4.0%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $292 Shares 1,724 Est. Cost $128.65 Unrealized +25.9%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $289 Shares 3,461 Est. Cost $82.11 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $288 Shares 3,587 Est. Cost $66.02 Unrealized +22.9%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $286 Shares 1,315 Est. Cost $185.38 Unrealized +2.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $284 Shares 1,225 Est. Cost $192.82 Unrealized +13.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $283 Shares 2,365 Est. Cost $118.38 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $282 Shares 2,396 Est. Cost $114.31 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $280 Shares 1,361 Est. Cost $134.67 Unrealized +73.2%
ATR APTARGROUP INC COM 0.1%
Value ($000) $268 Shares 1,803 Est. Cost $134.01 Unrealized +10.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $267 Shares 2,189 Est. Cost $95.04 Unrealized +26.4%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $265 Shares 1,322 Est. Cost $90.62 Unrealized +114.8%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $265 Shares 515 Est. Cost $480.70 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $263 Shares 2,538 Est. Cost $104.56 Unrealized
ANSYS INC COM 0.1%
Value ($000) $261 Shares 824 Est. Cost $339.21 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $260 Shares 3,457 Est. Cost $54.70 Unrealized +24.4%
WAT WATERS CORP COM 0.1%
Value ($000) $258 Shares 701 Est. Cost $327.33 Unrealized +18.3%
HSIC HENRY SCHEIN INC COM 0.1%
Value ($000) $257 Shares 3,757 Est. Cost $72.90 Unrealized +1.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $257 Shares 892 Est. Cost $227.94 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $254 Shares 2,803 Est. Cost $89.87 Unrealized
RMD RESMED INC COM 0.1%
Value ($000) $253 Shares 1,131 Est. Cost $192.79 Unrealized +20.2%
DCI DONALDSON INC COM 0.1%
Value ($000) $252 Shares 3,764 Est. Cost $66.98 Unrealized +1.6%
POOL POOL CORP COM 0.1%
Value ($000) $252 Shares 791 Est. Cost $364.04 Unrealized -8.2%
EME EMCOR GROUP INC COM 0.1%
Value ($000) $251 Shares 678 Est. Cost $297.92 Unrealized +44.9%
IEX IDEX CORP COM 0.1%
Value ($000) $238 Shares 1,316 Est. Cost $213.71 Unrealized -8.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $233 Shares 2,394 Est. Cost $102.24 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $231 Shares 1,505 Est. Cost $161.01 Unrealized -0.8%
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $230 Shares 10,969 Est. Cost $14.79 Unrealized +30.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $229 Shares 1,836 Est. Cost $130.38 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $227 Shares 2,319 Est. Cost $85.17 Unrealized +18.6%
GIB CGI INC CL A SUB VTG 0.1%
Value ($000) $227 Shares 2,274 Est. Cost $103.11 Unrealized +5.9%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $222 Shares 529 Est. Cost $521.56 Unrealized -16.7%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $221 Shares 739 Est. Cost $263.81 Unrealized +9.0%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $221 Shares 1,375 Est. Cost $155.91 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $219 Shares 2,652 Est. Cost $78.64 Unrealized
IT GARTNER INC COM 0.1%
Value ($000) $216 Shares 515 Est. Cost $449.33 Unrealized +9.7%
DE DEERE & CO COM 0.1%
Value ($000) $212 Shares 452 Est. Cost $394.58 Unrealized +17.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $212 Shares 1,938 Est. Cost $75.99 Unrealized +29.5%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $210 Shares 254 Est. Cost $725.89 Unrealized +13.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $210 Shares 566 Est. Cost $391.80 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $207 Shares 1,914 Est. Cost $75.86 Unrealized +24.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $206 Shares 843 Est. Cost $235.79 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.1%
Value ($000) $205 Shares 1,343 Est. Cost $105.21 Unrealized +41.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $201 Shares 1,926 Est. Cost $111.15 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $200 Shares 3,386 Est. Cost $45.58 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $200 Shares 3,339 Est. Cost $60.36 Unrealized -4.0%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $198 Shares 2,000 Est. Cost $66.73 Unrealized +42.3%
WPC WP CAREY INC COM 0.1%
Value ($000) $193 Shares 3,058 Est. Cost $55.84 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $192 Shares 7,581 Est. Cost $24.95 Unrealized -1.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $190 Shares 1,099 Est. Cost $170.27 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $186 Shares 658 Est. Cost $174.18 Unrealized +40.8%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $182 Shares 879 Est. Cost $163.06 Unrealized +17.3%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $180 Shares 4,041 Est. Cost $42.23 Unrealized
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $178 Shares 132 Est. Cost $85.49 Unrealized +56.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $176 Shares 1,915 Est. Cost $64.75 Unrealized +29.9%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $176 Shares 127 Est. Cost $997.72 Unrealized +25.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $176 Shares 741 Est. Cost $236.33 Unrealized +1.3%
EXEL EXELIXIS INC COM 0.1%
Value ($000) $175 Shares 4,741 Est. Cost $35.63 Unrealized 0.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $175 Shares 2,245 Est. Cost $70.88 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $173 Shares 1,863 Est. Cost $86.67 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value ($000) $171 Shares 912 Est. Cost $151.89 Unrealized +28.0%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.1%
Value ($000) $167 Shares 3,365 Est. Cost $49.53 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $165 Shares 6,475 Est. Cost $23.57 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $165 Shares 607 Est. Cost $292.16 Unrealized +5.6%
BLK BLACKROCK INC COM 0.1%
Value ($000) $165 Shares 174 Est. Cost $840.24 Unrealized +14.5%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $164 Shares 2,432 Est. Cost $68.16 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $163 Shares 23,066 Est. Cost $5.93 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $157 Shares 864 Est. Cost $170.70 Unrealized +12.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $154 Shares 1,463 Est. Cost $107.63 Unrealized -10.1%
NTNX NUTANIX INC CL A 0.1%
Value ($000) $153 Shares 2,193 Est. Cost $61.21 Unrealized +13.0%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $148 Shares 582 Est. Cost $233.88 Unrealized +23.4%
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $147 Shares 556 Est. Cost $344.61 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $147 Shares 924 Est. Cost $84.95 Unrealized +61.3%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $146 Shares 277 Est. Cost $279.26 Unrealized +109.6%
UNP UNION PAC CORP COM 0.1%
Value ($000) $142 Shares 600 Est. Cost $234.64 Unrealized +0.4%
PHYL PGIM ACTIVE HIGH YIELD BOND ETF 0.1%
Value ($000) $140 Shares 4,026 Est. Cost $34.75 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $137 Shares 4,012 Est. Cost $29.18 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $136 Shares 2,230 Est. Cost $46.05 Unrealized +20.5%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $135 Shares 3,849 Est. Cost $32.82 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $134 Shares 1,378 Est. Cost $113.79 Unrealized -12.7%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $132 Shares 4,290 Est. Cost $29.46 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $132 Shares 753 Est. Cost $141.13 Unrealized +29.9%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $131 Shares 406 Est. Cost $270.83 Unrealized +48.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $130 Shares 2,050 Est. Cost $54.96 Unrealized +19.7%
ARGX ARGENX SE SPONSORED ADR 0.1%
Value ($000) $130 Shares 219 Est. Cost $591.86 Unrealized
AGX ARGAN INC COM 0.1%
Value ($000) $127 Shares 970 Est. Cost $78.01 Unrealized +77.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $125 Shares 1,372 Est. Cost $94.45 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value ($000) $125 Shares 1,805 Est. Cost $91.58 Unrealized +3.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $123 Shares 2,043 Est. Cost $35.70 Unrealized +42.9%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $122 Shares 611 Est. Cost $133.50 Unrealized +46.6%
DOCS DOXIMITY INC CL A 0.1%
Value ($000) $120 Shares 2,070 Est. Cost $33.35 Unrealized +89.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $120 Shares 1,440 Est. Cost $91.25 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $118 Shares 1,628 Est. Cost $62.67 Unrealized +69.6%
CION CION INVT CORP COM 0.0%
Value ($000) $117 Shares 11,298 Est. Cost $8.24 Unrealized +19.6%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $116 Shares 1,699 Est. Cost $65.95 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $116 Shares 1,365 Est. Cost $83.90 Unrealized +10.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $115 Shares 189 Est. Cost $498.54 Unrealized +30.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $115 Shares 123 Est. Cost $63.66 Unrealized +49.4%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $114 Shares 2,880 Est. Cost $21.84 Unrealized +54.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $113 Shares 1,833 Est. Cost $56.40 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $111 Shares 1,546 Est. Cost $61.82 Unrealized +19.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $111 Shares 823 Est. Cost $123.18 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $110 Shares 4,712 Est. Cost $33.83 Unrealized -24.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $108 Shares 2,746 Est. Cost $34.68 Unrealized +17.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $106 Shares 2,270 Est. Cost $40.65 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $106 Shares 948 Est. Cost $98.59 Unrealized +10.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $106 Shares 1,025 Est. Cost $89.54 Unrealized +7.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $104 Shares 717 Est. Cost $164.35 Unrealized -11.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $104 Shares 332 Est. Cost $247.59 Unrealized +39.8%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $102 Shares 2,530 Est. Cost $29.81 Unrealized +108.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $98 Shares 2,354 Est. Cost $33.33 Unrealized +30.9%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $98 Shares 590 Est. Cost $29.54 Unrealized +66.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $96 Shares 215 Est. Cost $415.91 Unrealized +7.8%
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $95 Shares 617 Est. Cost $144.91 Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $94 Shares 2,510 Est. Cost $30.74 Unrealized +28.8%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $93 Shares 1,705 Est. Cost $45.71 Unrealized +16.1%
MRX MAREX GROUP PLC ORD 0.0%
Value ($000) $91 Shares 2,575 Est. Cost $27.46 Unrealized +24.8%
LRN STRIDE INC COM 0.0%
Value ($000) $91 Shares 717 Est. Cost $95.13 Unrealized +32.9%
DOW DOW INC COM 0.0%
Value ($000) $89 Shares 2,553 Est. Cost $48.97 Unrealized -26.6%
BTSG BRIGHTSPRING HEALTH SVCS INC COM 0.0%
Value ($000) $89 Shares 4,915 Est. Cost $12.53 Unrealized +56.7%
FTNT FORTINET INC COM 0.0%
Value ($000) $89 Shares 920 Est. Cost $68.31 Unrealized +48.4%
T AT&T INC COM 0.0%
Value ($000) $88 Shares 3,124 Est. Cost $15.62 Unrealized +55.9%
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $88 Shares 1,691 Est. Cost $45.69 Unrealized +28.7%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $88 Shares 3,328 Est. Cost $26.96 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $88 Shares 1,907 Est. Cost $45.67 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $86 Shares 2,922 Est. Cost $35.08 Unrealized -10.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $84 Shares 720 Est. Cost $97.69 Unrealized +28.9%
KR KROGER CO COM 0.0%
Value ($000) $84 Shares 1,240 Est. Cost $47.66 Unrealized +30.7%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $83 Shares 1,900 Est. Cost $38.48 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $82 Shares 710 Est. Cost $100.87 Unrealized +35.7%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $82 Shares 810 Est. Cost $88.03 Unrealized +14.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $81 Shares 2,380 Est. Cost $60.86 Unrealized -37.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $81 Shares 433 Est. Cost $191.88 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $80 Shares 1,100 Est. Cost $85.26 Unrealized -8.4%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $78 Shares 737 Est. Cost $104.93 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $78 Shares 1,839 Est. Cost $38.64 Unrealized +14.4%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $78 Shares 9,656 Est. Cost $7.77 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $76 Shares 553 Est. Cost $102.94 Unrealized +20.1%
TVTX TRAVERE THERAPEUTICS INC COM 0.0%
Value ($000) $75 Shares 4,210 Est. Cost $17.69 Unrealized +14.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $75 Shares 1,217 Est. Cost $58.32 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $74 Shares 1,295 Est. Cost $53.35 Unrealized +35.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $73 Shares 2,557 Est. Cost $15.98 Unrealized +67.1%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $73 Shares 1,038 Est. Cost $81.43 Unrealized -7.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $70 Shares 1,495 Est. Cost $38.91 Unrealized +25.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $70 Shares 572 Est. Cost $90.50 Unrealized +22.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $69 Shares 250 Est. Cost $261.35 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $68 Shares 828 Est. Cost $57.62 Unrealized +40.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $67 Shares 4,482 Est. Cost $12.40 Unrealized +25.3%
BYRN BYRNA TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $67 Shares 3,980 Est. Cost $19.60 Unrealized +31.8%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $66 Shares 1,611 Est. Cost $31.38 Unrealized +37.7%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $65 Shares 554 Est. Cost $116.77 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $65 Shares 873 Est. Cost $32.46 Unrealized -1.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $64 Shares 116 Est. Cost $452.57 Unrealized +19.8%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $63 Shares 7,800 Est. Cost $8.16 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $63 Shares 1,338 Est. Cost $36.29 Unrealized +25.3%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $63 Shares 2,068 Est. Cost $26.98 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $62 Shares 3,058 Est. Cost $16.46 Unrealized +15.8%
TKR TIMKEN CO COM 0.0%
Value ($000) $60 Shares 831 Est. Cost $82.68 Unrealized -6.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $60 Shares 534 Est. Cost $120.94 Unrealized -7.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $59 Shares 701 Est. Cost $52.67 Unrealized +56.8%
F FORD MTR CO COM 0.0%
Value ($000) $58 Shares 5,831 Est. Cost $10.66 Unrealized -13.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $58 Shares 3,742 Est. Cost $16.50 Unrealized +17.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $57 Shares 340 Est. Cost $155.08 Unrealized +35.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $56 Shares 700 Est. Cost $73.15 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $56 Shares 432 Est. Cost $120.99 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $55 Shares 532 Est. Cost $103.48 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $54 Shares 482 Est. Cost $107.56 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $53 Shares 624 Est. Cost $52.48 Unrealized +53.3%
HPQ HP INC COM 0.0%
Value ($000) $53 Shares 1,924 Est. Cost $27.31 Unrealized +11.1%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $53 Shares 4,140 Est. Cost $13.36 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $52 Shares 644 Est. Cost $56.62 Unrealized +44.1%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $49 Shares 586 Est. Cost $87.29 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $48 Shares 2,275 Est. Cost $17.99 Unrealized +16.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $48 Shares 424 Est. Cost $119.41 Unrealized
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $48 Shares 50 Est. Cost $750.07 Unrealized +23.1%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $48 Shares 335 Est. Cost $133.82 Unrealized +18.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $47 Shares 601 Est. Cost $64.39 Unrealized +20.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $45 Shares 1,340 Est. Cost $37.68 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $44 Shares 1,104 Est. Cost $24.83 Unrealized +51.6%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $44 Shares 445 Est. Cost $94.25 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $43 Shares 1,011 Est. Cost $42.97 Unrealized -0.7%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $43 Shares 955 Est. Cost $43.84 Unrealized +13.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $43 Shares 208 Est. Cost $241.47 Unrealized -10.1%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $42 Shares 139 Est. Cost $158.10 Unrealized +120.2%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $42 Shares 1,337 Est. Cost $36.55 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $42 Shares 943 Est. Cost $31.54 Unrealized +31.2%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $42 Shares 472 Est. Cost $81.91 Unrealized +10.4%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $40 Shares 417 Est. Cost $65.83 Unrealized +47.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 189 Est. Cost $211.09 Unrealized -2.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $39 Shares 436 Est. Cost $109.71 Unrealized -3.3%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $39 Shares 592 Est. Cost $45.37 Unrealized +23.5%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $38 Shares 634 Est. Cost $47.73 Unrealized +18.3%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $38 Shares 6,935 Est. Cost $5.52 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $38 Shares 620 Est. Cost $55.63 Unrealized +4.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $37 Shares 660 Est. Cost $149.27 Unrealized -58.3%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $36 Shares 600 Est. Cost $65.90 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $36 Shares 588 Est. Cost $76.74 Unrealized -14.4%
ENS ENERSYS COM 0.0%
Value ($000) $36 Shares 390 Est. Cost $96.67 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $36 Shares 430 Est. Cost $80.64 Unrealized 0.0%
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $36 Shares 691 Est. Cost $51.25 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $35 Shares 747 Est. Cost $47.48 Unrealized
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $35 Shares 1,615 Est. Cost $22.14 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $35 Shares 493 Est. Cost $53.16 Unrealized +40.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $35 Shares 450 Est. Cost $44.50 Unrealized +49.3%
GLW CORNING INC COM 0.0%
Value ($000) $35 Shares 755 Est. Cost $45.50 Unrealized +6.7%
CMA COMERICA INC COM 0.0%
Value ($000) $34 Shares 580 Est. Cost $60.33 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 769 Est. Cost $42.44 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $33 Shares 1,100 Est. Cost $20.98 Unrealized +23.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $33 Shares 137 Est. Cost $219.85 Unrealized +5.5%
BARRICK GOLD CORP COM 0.0%
Value ($000) $33 Shares 1,700 Est. Cost $17.64 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $103.38 Unrealized +7.8%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $33 Shares 1,643 Est. Cost $17.56 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $32 Shares 1,041 Est. Cost $33.15 Unrealized -10.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $31 Shares 301 Est. Cost $97.73 Unrealized -8.8%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $31 Shares 256 Est. Cost $115.29 Unrealized +10.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $31 Shares 247 Est. Cost $134.98 Unrealized -11.6%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 1,305 Est. Cost $23.06 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $30 Shares 236 Est. Cost $128.92 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 296 Est. Cost $98.42 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $29 Shares 300 Est. Cost $65.20 Unrealized +32.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $28 Shares 502 Est. Cost $42.64 Unrealized +23.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $28 Shares 249 Est. Cost $71.99 Unrealized +39.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $28 Shares 52 Est. Cost $393.34 Unrealized +23.6%
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $27 Shares 820 Est. Cost $47.77 Unrealized -15.9%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $135.69 Unrealized -4.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 282 Est. Cost $95.77 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $25 Shares 499 Est. Cost $46.07 Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $25 Shares 2,575 Est. Cost $11.35 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $25 Shares 225 Est. Cost $75.28 Unrealized +31.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $24 Shares 230 Est. Cost $119.49 Unrealized -6.9%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $23 Shares 760 Est. Cost $32.23 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $23 Shares 535 Est. Cost $43.32 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $22 Shares 203 Est. Cost $135.25 Unrealized -16.7%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $22 Shares 242 Est. Cost $55.56 Unrealized +62.9%
VST VISTRA CORP COM 0.0%
Value ($000) $22 Shares 186 Est. Cost $48.74 Unrealized +204.9%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $21 Shares 986 Est. Cost $16.13 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $21 Shares 568 Est. Cost $26.68 Unrealized +23.0%
TSLA TESLA INC COM 0.0%
Value ($000) $20 Shares 79 Est. Cost $280.90 Unrealized +18.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $220.13 Unrealized -3.3%
SRE SEMPRA COM 0.0%
Value ($000) $20 Shares 276 Est. Cost $67.38 Unrealized +12.1%
HL HECLA MNG CO COM 0.0%
Value ($000) $19 Shares 3,500 Est. Cost $4.34 Unrealized +27.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $48.40 Unrealized -10.6%
EXC EXELON CORP COM 0.0%
Value ($000) $19 Shares 418 Est. Cost $33.22 Unrealized +21.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $19 Shares 201 Est. Cost $96.27 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $31.67 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $19 Shares 347 Est. Cost $56.98 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $6.62 Unrealized +69.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $18 Shares 547 Est. Cost $39.00 Unrealized -6.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $18 Shares 280 Est. Cost $53.04 Unrealized +15.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $17 Shares 84 Est. Cost $140.32 Unrealized +90.0%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $17 Shares 3,009 Est. Cost $6.89 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $17 Shares 277 Est. Cost $58.62 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $17 Shares 148 Est. Cost $104.28 Unrealized +18.5%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $16 Shares 2,115 Est. Cost $7.66 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $16 Shares 95 Est. Cost $131.09 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $92.82 Unrealized -6.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 Shares 195 Est. Cost $82.96 Unrealized +3.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.11 Unrealized +0.9%
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 665 Est. Cost $39.31 Unrealized -44.3%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.81 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $15 Shares 400 Est. Cost $47.62 Unrealized -12.9%
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $13 Shares 2,185 Est. Cost $5.30 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $12 Shares 850 Est. Cost $13.36 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $12 Shares 201 Est. Cost $32.99 Unrealized +68.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 280 Est. Cost $42.55 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $12 Shares 380 Est. Cost $28.00 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $12 Shares 455 Est. Cost $13.80 Unrealized +73.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $12 Shares 372 Est. Cost $22.98 Unrealized +31.5%
VTR VENTAS INC COM 0.0%
Value ($000) $12 Shares 168 Est. Cost $42.71 Unrealized +45.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $11 Shares 217 Est. Cost $26.63 Unrealized +41.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $117.79 Unrealized +9.6%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $11 Shares 62 Est. Cost $157.89 Unrealized +15.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $67.34 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $11 Shares 188 Est. Cost $62.61 Unrealized -12.4%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 500 Est. Cost $16.37 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $33.61 Unrealized +56.9%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $10 Shares 275 Est. Cost $39.81 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $10 Shares 659 Est. Cost $14.32 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $10 Shares 301 Est. Cost $51.18 Unrealized -27.4%
AES AES CORP COM 0.0%
Value ($000) $10 Shares 810 Est. Cost $15.22 Unrealized -27.6%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $10 Shares 260 Est. Cost $35.15 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $10 Shares 130 Est. Cost $73.04 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.50 Unrealized +17.7%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.14 Unrealized
UTL UNITIL CORP COM 0.0%
Value ($000) $10 Shares 168 Est. Cost $58.37 Unrealized -5.7%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $10 Shares 6,131 Est. Cost $2.83 Unrealized -10.4%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $9 Shares 147 Est. Cost $46.96 Unrealized +26.8%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $9 Shares 230 Est. Cost $35.37 Unrealized +8.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $9 Shares 57 Est. Cost $155.84 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $9 Shares 450 Est. Cost $19.41 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $9 Shares 518 Est. Cost $16.58 Unrealized -0.8%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 355 Est. Cost $24.99 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 370 Est. Cost $31.06 Unrealized -24.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $8 Shares 709 Est. Cost $13.25 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 40 Est. Cost $208.28 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 12 Est. Cost $795.97 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $263.38 Unrealized -29.4%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $259.43 Unrealized +5.8%
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.34 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $7 Shares 163 Est. Cost $33.57 Unrealized +29.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $7 Shares 910 Est. Cost $19.82 Unrealized -48.7%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $7 Shares 929 Est. Cost $7.19 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $47.11 Unrealized +34.0%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $40.41 Unrealized -6.3%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $7 Shares 581 Est. Cost $16.13 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $7 Shares 250 Est. Cost $20.34 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $128.58 Unrealized
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $7 Shares 274 Est. Cost $22.97 Unrealized +4.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 600 Est. Cost $14.41 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $196.43 Unrealized +23.4%
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $6 Shares 395 Est. Cost $16.86 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $6 Shares 94 Est. Cost $68.90 Unrealized -13.3%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $6 Shares 81 Est. Cost $66.30 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $6 Shares 235 Est. Cost $15.95 Unrealized +63.3%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.69 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $6 Shares 436 Est. Cost $17.91 Unrealized -21.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $6 Shares 12 Est. Cost $401.70 Unrealized +37.7%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.28 Unrealized
FDP FRESH DEL MONTE PRODUCE INC ORD 0.0%
Value ($000) $6 Shares 188 Est. Cost $28.84 Unrealized +3.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $6 Shares 117 Est. Cost $57.57 Unrealized -16.9%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $65.94 Unrealized +59.2%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $6 Shares 495 Est. Cost $11.94 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $6 Shares 595 Est. Cost $9.90 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $81.15 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $88.72 Unrealized +27.3%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $5 Shares 151 Est. Cost $40.13 Unrealized -5.6%
INGR INGREDION INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.60 Unrealized +17.3%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $5 Shares 700 Est. Cost $5.25 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $483.44 Unrealized -21.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $5 Shares 35 Est. Cost $121.35 Unrealized +38.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 202 Est. Cost $39.42 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $209.12 Unrealized
EATON VANCE LIMITED DURATION I COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.75 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $170.39 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $5 Shares 110 Est. Cost $43.80 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $152.22 Unrealized +8.5%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 24 Est. Cost $176.58 Unrealized +39.5%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $5 Shares 196 Est. Cost $17.26 Unrealized +34.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $5 Shares 18 Est. Cost $272.39 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $184.88 Unrealized -5.7%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 256 Est. Cost $28.49 Unrealized -28.5%
UNM UNUM GROUP COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $52.50 Unrealized +46.8%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $5 Shares 65 Est. Cost $70.43 Unrealized +13.6%
ABRDN INCOME CREDIT STRATEGIES COM 0.0%
Value ($000) $4 Shares 759 Est. Cost $6.48 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $24.97 Unrealized +31.8%
SPOK SPOK HLDGS INC COM 0.0%
Value ($000) $4 Shares 270 Est. Cost $16.46 Unrealized -1.2%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $47.76 Unrealized +11.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 26 Est. Cost $166.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $239.79 Unrealized +5.8%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.80 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $77.80 Unrealized +14.5%
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $304.32 Unrealized -6.0%
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $4 Shares 417 Est. Cost $9.68 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $54.37 Unrealized +20.9%
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $39.15 Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.20 Unrealized +8.0%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $4 Shares 44 Est. Cost $83.51 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.02 Unrealized +11.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.72 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $4 Shares 426 Est. Cost $8.29 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $42.87 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $66.93 Unrealized +40.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 157 Est. Cost $32.49 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.71 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.18 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $50.07 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.82 Unrealized +17.1%
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $1.36 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.12 Unrealized +24.2%
CAN CANAAN INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $2.05 Unrealized
SUTRO BIOPHARMA INC COM 0.0%
Value ($000) $3 Shares 4,042 Est. Cost $1.24 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.93 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $2 Shares 39 Est. Cost $58.65 Unrealized
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $2 Shares 266 Est. Cost $10.75 Unrealized -33.8%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.34 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.58 Unrealized +33.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.27 Unrealized +46.2%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $2 Shares 8 Est. Cost $264.28 Unrealized 0.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.00 Unrealized +37.9%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.13 Unrealized -9.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.40 Unrealized -4.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.93 Unrealized +19.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.46 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $14.51 Unrealized +3.8%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $32.55 Unrealized -21.5%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.06 Unrealized +8.4%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.46 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.27 Unrealized +27.4%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.69 Unrealized +14.9%
FTS FORTIS INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $37.04 Unrealized +13.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 135 Est. Cost $9.64 Unrealized +8.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $72.33 Unrealized +3.2%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $10.98 Unrealized +52.7%
CCJ CAMECO CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $54.31 Unrealized -13.5%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.66 Unrealized +12.5%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.11 Unrealized +12.4%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.44 Unrealized +37.6%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.39 Unrealized -11.5%
STEELCASE INC CL A 0.0%
Value ($000) $1 Shares 108 Est. Cost $13.08 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.35 Unrealized -6.8%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.68 Unrealized +118.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.15 Unrealized +53.7%
OGS ONE GAS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.35 Unrealized +17.5%
RDDT REDDIT INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.45 Unrealized +33.9%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $116.69 Unrealized -45.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.80 Unrealized -13.6%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.37 Unrealized -22.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $242.13 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 43 Est. Cost $10.99 Unrealized +117.2%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.53 Unrealized -17.8%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.73 Unrealized +197.2%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $1 Shares 85 Est. Cost $18.69 Unrealized -44.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $100.80 Unrealized -64.8%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.57 Unrealized +110.2%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.45 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $134.20 Unrealized +42.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.59 Unrealized -40.8%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.22 Unrealized
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $56.78 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $125.70 Unrealized +0.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $134.04 Unrealized -19.2%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $0 Shares 21 Est. Cost $23.24 Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $27.96 Unrealized -19.5%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.73 Unrealized -26.5%
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.72 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.16 Unrealized -15.9%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 216 Est. Cost $2.79 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.71 Unrealized +54.4%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.08 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $4.20 Unrealized -2.2%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.08 Unrealized 0.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 235 Est. Cost $3.72 Unrealized -48.8%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $177.70 Unrealized -51.0%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 41 Est. Cost $27.78 Unrealized -63.6%
NTRA NATERA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.66 Unrealized +10.3%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $18.15 Unrealized -44.3%
PIEQ PRINCIPAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.30 Unrealized
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.93 Unrealized -14.5%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $20.63 Unrealized -2.0%
PSC PRINCIPAL U.S. SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.50 Unrealized
RCAT RED CAT HLDGS INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $6.11 Unrealized +31.2%
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value ($000) $0 Shares 130 Est. Cost $2.43 Unrealized -24.2%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.84 Unrealized -24.6%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.02 Unrealized -44.6%
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 136 Est. Cost $6.17 Unrealized -78.9%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.85 Unrealized -1.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.01 Unrealized -9.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $91.39 Unrealized +29.7%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.86 Unrealized -73.8%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.31 Unrealized -82.3%
PY PRINCIPAL VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.00 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.27 Unrealized -7.5%
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.02 Unrealized +1.7%
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized +90.5%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $0 Shares 37,126 Est. Cost $1.00 Unrealized
TFF PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.04 Unrealized