Gen-Wealth Partners Inc Diversified Active

CIK: 0002023375 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $259,066 (100.0% shares, 0.0% debt)

Holdings (642)

SPYM SPDR PORTFOLIO S&P 500 ETF 5.2%
Value ($000) $13,366 Shares 183,870 Est. Cost $61.68 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 3.2%
Value ($000) $8,216 Shares 129,427 Est. Cost $57.13 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 3.1%
Value ($000) $8,034 Shares 147,530 Est. Cost $45.77 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.0%
Value ($000) $7,726 Shares 70,173 Est. Cost $87.83 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.9%
Value ($000) $7,423 Shares 40,605 Est. Cost $167.01 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.6%
Value ($000) $6,697 Shares 10,786 Est. Cost $532.61 Unrealized
IVE ISHARES S&P 500 VALUE ETF 2.2%
Value ($000) $5,603 Shares 28,671 Est. Cost $188.92 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.9%
Value ($000) $4,869 Shares 81,116 Est. Cost $56.62 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.5%
Value ($000) $3,789 Shares 33,834 Est. Cost $102.97 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 1.4%
Value ($000) $3,714 Shares 104,382 Est. Cost $34.63 Unrealized
WMT WALMART INC COM 1.3%
Value ($000) $3,318 Shares 33,935 Est. Cost $56.56 Unrealized +67.5%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $3,240 Shares 6,514 Est. Cost $402.02 Unrealized +7.6%
IYW ISHARES U.S. TECHNOLOGY ETF 1.1%
Value ($000) $2,946 Shares 17,004 Est. Cost $135.18 Unrealized
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $2,837 Shares 17,807 Est. Cost $153.43 Unrealized +4.8%
XLG INVESCO S&P 500 TOP 50 ETF 1.1%
Value ($000) $2,762 Shares 53,014 Est. Cost $48.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $2,680 Shares 9,091 Est. Cost $172.24 Unrealized +47.4%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $2,560 Shares 6,595 Est. Cost $314.06 Unrealized +5.3%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,351 Shares 8,422 Est. Cost $279.84 Unrealized -0.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.9%
Value ($000) $2,299 Shares 22,000 Est. Cost $106.66 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.9%
Value ($000) $2,232 Shares 5,065 Est. Cost $404.89 Unrealized
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $2,225 Shares 14,568 Est. Cost $149.64 Unrealized +0.8%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $2,205 Shares 10,052 Est. Cost $169.39 Unrealized +16.8%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $2,194 Shares 7,509 Est. Cost $275.98 Unrealized +10.0%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $2,137 Shares 7,370 Est. Cost $174.81 Unrealized +44.5%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $2,084 Shares 13,188 Est. Cost $125.80 Unrealized +0.0%
KO COCA COLA CO COM 0.8%
Value ($000) $2,043 Shares 28,877 Est. Cost $57.43 Unrealized +21.5%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $1,932 Shares 5,625 Est. Cost $345.34 Unrealized -0.2%
AAPL APPLE INC COM 0.7%
Value ($000) $1,850 Shares 9,019 Est. Cost $183.80 Unrealized +9.6%
MMM 3M CO COM 0.7%
Value ($000) $1,845 Shares 12,121 Est. Cost $82.63 Unrealized +70.9%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.7%
Value ($000) $1,833 Shares 16,297 Est. Cost $95.13 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $1,812 Shares 12,656 Est. Cost $139.88 Unrealized -2.1%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.7%
Value ($000) $1,737 Shares 74,722 Est. Cost $33.86 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $1,736 Shares 25,019 Est. Cost $47.61 Unrealized +26.8%
V VISA INC COM CL A 0.7%
Value ($000) $1,733 Shares 4,882 Est. Cost $275.02 Unrealized +26.2%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $1,721 Shares 2,431 Est. Cost $388.93 Unrealized +47.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.7%
Value ($000) $1,708 Shares 36,948 Est. Cost $45.60 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,654 Shares 4,512 Est. Cost $349.43 Unrealized +1.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,621 Shares 5,255 Est. Cost $245.49 Unrealized +23.2%
BA BOEING CO COM 0.6%
Value ($000) $1,588 Shares 7,577 Est. Cost $191.05 Unrealized -1.1%
DIS DISNEY WALT CO COM 0.6%
Value ($000) $1,580 Shares 12,742 Est. Cost $102.85 Unrealized -0.0%
AXP AMERICAN EXPRESS CO COM 0.6%
Value ($000) $1,572 Shares 4,927 Est. Cost $210.03 Unrealized +33.0%
NKE NIKE INC CL B 0.6%
Value ($000) $1,536 Shares 21,627 Est. Cost $86.41 Unrealized -31.6%
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 0.6%
Value ($000) $1,516 Shares 32,852 Est. Cost $46.37 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,484 Shares 34,286 Est. Cost $36.29 Unrealized +15.3%
ORCL ORACLE CORP COM 0.6%
Value ($000) $1,465 Shares 6,703 Est. Cost $127.59 Unrealized +26.0%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $1,461 Shares 16,077 Est. Cost $86.04 Unrealized +4.7%
FDS FACTSET RESH SYS INC COM 0.6%
Value ($000) $1,441 Shares 3,222 Est. Cost $444.91 Unrealized -2.4%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $1,435 Shares 6,163 Est. Cost $183.47 Unrealized +8.8%
CHD CHURCH & DWIGHT CO INC COM 0.5%
Value ($000) $1,417 Shares 14,745 Est. Cost $99.96 Unrealized -2.2%
TRV TRAVELERS COMPANIES INC COM 0.5%
Value ($000) $1,416 Shares 5,293 Est. Cost $209.86 Unrealized +24.2%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,409 Shares 17,802 Est. Cost $106.30 Unrealized -27.2%
MKC MCCORMICK & CO INC COM NON VTG 0.5%
Value ($000) $1,379 Shares 18,187 Est. Cost $69.01 Unrealized +6.4%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,344 Shares 10,177 Est. Cost $154.22 Unrealized -15.0%
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,234 Shares 4,525 Est. Cost $284.27 Unrealized -6.4%
MBB ISHARES MBS ETF 0.5%
Value ($000) $1,218 Shares 12,977 Est. Cost $92.58 Unrealized
INTU INTUIT COM 0.5%
Value ($000) $1,194 Shares 1,516 Est. Cost $629.22 Unrealized +7.2%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,123 Shares 1,134 Est. Cost $797.49 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,113 Shares 3,568 Est. Cost $501.10 Unrealized -25.2%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.4%
Value ($000) $1,100 Shares 38,112 Est. Cost $28.85 Unrealized
COR CENCORA INC COM 0.4%
Value ($000) $1,088 Shares 3,628 Est. Cost $230.96 Unrealized +24.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.4%
Value ($000) $1,083 Shares 5,901 Est. Cost $144.48 Unrealized +18.0%
META META PLATFORMS INC CL A 0.4%
Value ($000) $1,067 Shares 1,446 Est. Cost $443.21 Unrealized +39.1%
CASY CASEYS GEN STORES INC COM 0.4%
Value ($000) $1,036 Shares 2,030 Est. Cost $459.22 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.4%
Value ($000) $1,035 Shares 4,678 Est. Cost $174.06 Unrealized +26.4%
JKHY HENRY JACK & ASSOC INC COM 0.4%
Value ($000) $1,020 Shares 5,659 Est. Cost $173.05 Unrealized +1.7%
ROL ROLLINS INC COM 0.4%
Value ($000) $1,009 Shares 17,876 Est. Cost $46.53 Unrealized +19.7%
TSCO TRACTOR SUPPLY CO COM 0.4%
Value ($000) $1,006 Shares 19,057 Est. Cost $53.75 Unrealized -5.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.4%
Value ($000) $1,001 Shares 15,974 Est. Cost $53.21 Unrealized +14.8%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,000 Shares 28,026 Est. Cost $37.52 Unrealized -9.6%
MSCI MSCI INC COM 0.4%
Value ($000) $980 Shares 1,700 Est. Cost $548.19 Unrealized +0.2%
OEF ISHARES S&P 100 ETF 0.4%
Value ($000) $968 Shares 3,182 Est. Cost $257.69 Unrealized
PAYX PAYCHEX INC COM 0.4%
Value ($000) $959 Shares 6,592 Est. Cost $125.38 Unrealized +17.7%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $957 Shares 1,734 Est. Cost $463.34 Unrealized
AZO AUTOZONE INC COM 0.4%
Value ($000) $948 Shares 255 Est. Cost $3019.20 Unrealized +22.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $935 Shares 3,128 Est. Cost $335.47 Unrealized -9.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $929 Shares 5,110 Est. Cost $171.70 Unrealized
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $915 Shares 13,251 Est. Cost $101.35 Unrealized
FISV FISERV INC COM 0.4%
Value ($000) $914 Shares 5,301 Est. Cost $167.02 Unrealized +8.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.3%
Value ($000) $903 Shares 769 Est. Cost $1274.04 Unrealized -12.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $890 Shares 9,958 Est. Cost $81.19 Unrealized
FAST FASTENAL CO COM 0.3%
Value ($000) $889 Shares 21,177 Est. Cost $36.46 Unrealized +10.0%
FICO FAIR ISAAC CORP COM 0.3%
Value ($000) $880 Shares 481 Est. Cost $1545.63 Unrealized +21.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $877 Shares 2,162 Est. Cost $522.51 Unrealized -20.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $857 Shares 1,513 Est. Cost $556.07 Unrealized
ECL ECOLAB INC COM 0.3%
Value ($000) $846 Shares 3,138 Est. Cost $210.81 Unrealized +19.7%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.3%
Value ($000) $842 Shares 15,936 Est. Cost $52.53 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $817 Shares 6,007 Est. Cost $110.10 Unrealized +18.6%
BDX BECTON DICKINSON & CO COM 0.3%
Value ($000) $815 Shares 4,731 Est. Cost $219.18 Unrealized -17.7%
LIN LINDE PLC SHS 0.3%
Value ($000) $801 Shares 1,708 Est. Cost $425.37 Unrealized +6.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $786 Shares 3,177 Est. Cost $245.47 Unrealized -3.4%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $778 Shares 748 Est. Cost $918.28 Unrealized +12.5%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $763 Shares 7,078 Est. Cost $98.55 Unrealized +6.0%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $756 Shares 1,334 Est. Cost $538.76 Unrealized +4.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $729 Shares 1 Est. Cost $663906.25 Unrealized +14.7%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $721 Shares 2,473 Est. Cost $259.43 Unrealized +5.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.3%
Value ($000) $712 Shares 13,941 Est. Cost $51.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $703 Shares 5,156 Est. Cost $50.02 Unrealized +134.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.3%
Value ($000) $693 Shares 7,381 Est. Cost $88.54 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $676 Shares 1,094 Est. Cost $535.31 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $661 Shares 3,753 Est. Cost $141.98 Unrealized +15.0%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $658 Shares 3,047 Est. Cost $210.79 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $657 Shares 10,406 Est. Cost $57.80 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $653 Shares 3,519 Est. Cost $161.63 Unrealized +13.0%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $641 Shares 1,619 Est. Cost $336.08 Unrealized +10.6%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $638 Shares 4,785 Est. Cost $100.07 Unrealized +13.5%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $634 Shares 6,455 Est. Cost $114.13 Unrealized -6.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $610 Shares 9,830 Est. Cost $58.89 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $609 Shares 25,545 Est. Cost $22.90 Unrealized -13.6%
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $591 Shares 3,515 Est. Cost $103.84 Unrealized +41.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.2%
Value ($000) $586 Shares 11,095 Est. Cost $54.13 Unrealized -12.1%
CTAS CINTAS CORP COM 0.2%
Value ($000) $575 Shares 2,579 Est. Cost $180.71 Unrealized +18.5%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $572 Shares 3,838 Est. Cost $108.05 Unrealized +30.4%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $558 Shares 5,436 Est. Cost $74.75 Unrealized +24.3%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $555 Shares 6,365 Est. Cost $80.54 Unrealized +3.7%
AFL AFLAC INC COM 0.2%
Value ($000) $551 Shares 5,228 Est. Cost $79.15 Unrealized +30.9%
CB CHUBB LIMITED COM 0.2%
Value ($000) $550 Shares 1,899 Est. Cost $242.23 Unrealized +18.5%
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $547 Shares 2,410 Est. Cost $197.11 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $546 Shares 1,935 Est. Cost $234.19 Unrealized +14.5%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $543 Shares 5,407 Est. Cost $84.59 Unrealized +22.6%
DOV DOVER CORP COM 0.2%
Value ($000) $541 Shares 2,951 Est. Cost $159.33 Unrealized +8.4%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $537 Shares 3,487 Est. Cost $109.83 Unrealized +39.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.2%
Value ($000) $535 Shares 7,951 Est. Cost $57.44 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $534 Shares 2,253 Est. Cost $218.55 Unrealized
O REALTY INCOME CORP COM 0.2%
Value ($000) $533 Shares 9,256 Est. Cost $49.00 Unrealized +11.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $530 Shares 7,640 Est. Cost $55.40 Unrealized +22.9%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $529 Shares 17,486 Est. Cost $29.93 Unrealized -1.6%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $525 Shares 4,738 Est. Cost $80.07 Unrealized +39.7%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $522 Shares 990 Est. Cost $429.48 Unrealized +15.6%
ESS ESSEX PPTY TR INC COM 0.2%
Value ($000) $522 Shares 1,842 Est. Cost $224.39 Unrealized +21.7%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.2%
Value ($000) $517 Shares 5,390 Est. Cost $75.24 Unrealized +22.8%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $513 Shares 4,489 Est. Cost $119.93 Unrealized -7.6%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $512 Shares 8,169 Est. Cost $96.34 Unrealized -39.5%
NUE NUCOR CORP COM 0.2%
Value ($000) $511 Shares 3,948 Est. Cost $164.88 Unrealized -29.9%
NDSN NORDSON CORP COM 0.2%
Value ($000) $510 Shares 2,380 Est. Cost $246.65 Unrealized -20.2%
ES EVERSOURCE ENERGY COM 0.2%
Value ($000) $509 Shares 8,007 Est. Cost $57.12 Unrealized +4.9%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $508 Shares 3,938 Est. Cost $115.98 Unrealized +13.6%
KEY KEYCORP COM 0.2%
Value ($000) $501 Shares 28,750 Est. Cost $13.16 Unrealized +14.4%
AOS SMITH A O CORP COM 0.2%
Value ($000) $496 Shares 7,563 Est. Cost $78.60 Unrealized -17.7%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $495 Shares 7,309 Est. Cost $80.94 Unrealized -22.7%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $494 Shares 4,073 Est. Cost $133.92 Unrealized -12.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.2%
Value ($000) $493 Shares 5,188 Est. Cost $93.50 Unrealized -2.3%
PPG PPG INDS INC COM 0.2%
Value ($000) $486 Shares 4,276 Est. Cost $131.27 Unrealized -19.0%
SYY SYSCO CORP COM 0.2%
Value ($000) $482 Shares 6,360 Est. Cost $74.04 Unrealized -4.0%
LOW LOWES COS INC COM 0.2%
Value ($000) $471 Shares 2,123 Est. Cost $222.70 Unrealized -0.9%
KVUE KENVUE INC COM 0.2%
Value ($000) $458 Shares 21,894 Est. Cost $18.83 Unrealized +17.6%
AMCOR PLC ORD 0.2%
Value ($000) $455 Shares 49,500 Est. Cost $8.82 Unrealized +3.7%
TGT TARGET CORP COM 0.2%
Value ($000) $453 Shares 4,592 Est. Cost $133.70 Unrealized -30.2%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $442 Shares 4,583 Est. Cost $102.23 Unrealized -13.3%
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $426 Shares 1,361 Est. Cost $134.67 Unrealized +75.3%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $423 Shares 12,903 Est. Cost $25.47 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $418 Shares 1,910 Est. Cost $342.52 Unrealized -37.7%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $411 Shares 3,998 Est. Cost $102.99 Unrealized
CLX CLOROX CO DEL COM 0.2%
Value ($000) $400 Shares 3,332 Est. Cost $138.80 Unrealized -6.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $384 Shares 2,839 Est. Cost $115.28 Unrealized
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $377 Shares 14,027 Est. Cost $48.14 Unrealized -34.8%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $377 Shares 9,926 Est. Cost $35.91 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $375 Shares 2,566 Est. Cost $86.83 Unrealized +51.7%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $374 Shares 2,757 Est. Cost $131.24 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $368 Shares 1,151 Est. Cost $239.72 Unrealized +36.6%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.1%
Value ($000) $367 Shares 6,798 Est. Cost $45.60 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $355 Shares 4,876 Est. Cost $65.87 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $354 Shares 915 Est. Cost $573.19 Unrealized -32.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $351 Shares 1,266 Est. Cost $260.73 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $350 Shares 15,224 Est. Cost $22.83 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.1%
Value ($000) $343 Shares 2,956 Est. Cost $101.63 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $340 Shares 2,904 Est. Cost $110.21 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $334 Shares 2,411 Est. Cost $114.31 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $307 Shares 3,022 Est. Cost $104.09 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $305 Shares 1,700 Est. Cost $128.65 Unrealized +33.8%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $299 Shares 558 Est. Cost $519.31 Unrealized -7.9%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $295 Shares 2,386 Est. Cost $118.38 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $293 Shares 515 Est. Cost $480.70 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.1%
Value ($000) $292 Shares 4,455 Est. Cost $56.93 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $287 Shares 3,098 Est. Cost $90.13 Unrealized
ANSYS INC COM 0.1%
Value ($000) $285 Shares 811 Est. Cost $339.21 Unrealized
ATR APTARGROUP INC COM 0.1%
Value ($000) $284 Shares 1,816 Est. Cost $134.01 Unrealized +11.4%
DCI DONALDSON INC COM 0.1%
Value ($000) $284 Shares 4,089 Est. Cost $66.93 Unrealized -0.9%
MET METLIFE INC COM 0.1%
Value ($000) $283 Shares 3,518 Est. Cost $66.02 Unrealized +14.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $282 Shares 643 Est. Cost $397.38 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $280 Shares 1,503 Est. Cost $83.81 Unrealized +83.3%
RMD RESMED INC COM 0.1%
Value ($000) $279 Shares 1,081 Est. Cost $192.79 Unrealized +23.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $273 Shares 3,033 Est. Cost $89.51 Unrealized +1.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $272 Shares 891 Est. Cost $227.94 Unrealized
HSIC HENRY SCHEIN INC COM 0.1%
Value ($000) $269 Shares 3,679 Est. Cost $72.90 Unrealized -5.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $267 Shares 1,169 Est. Cost $192.82 Unrealized +19.1%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $265 Shares 1,200 Est. Cost $185.38 Unrealized +13.5%
GIB CGI INC CL A SUB VTG 0.1%
Value ($000) $264 Shares 2,522 Est. Cost $103.30 Unrealized +1.7%
IEX IDEX CORP COM 0.1%
Value ($000) $260 Shares 1,481 Est. Cost $209.45 Unrealized -16.2%
WAT WATERS CORP COM 0.1%
Value ($000) $254 Shares 728 Est. Cost $327.94 Unrealized +4.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $249 Shares 874 Est. Cost $237.51 Unrealized
EME EMCOR GROUP INC COM 0.1%
Value ($000) $248 Shares 464 Est. Cost $297.92 Unrealized +48.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $247 Shares 1,859 Est. Cost $130.42 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $247 Shares 842 Est. Cost $266.70 Unrealized +7.8%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $245 Shares 1,987 Est. Cost $95.04 Unrealized +32.5%
IT GARTNER INC COM 0.1%
Value ($000) $244 Shares 603 Est. Cost $444.82 Unrealized -5.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $242 Shares 2,434 Est. Cost $102.19 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $240 Shares 3,457 Est. Cost $54.70 Unrealized +27.9%
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $239 Shares 864 Est. Cost $170.70 Unrealized +27.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $238 Shares 1,347 Est. Cost $171.46 Unrealized
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $237 Shares 11,426 Est. Cost $14.92 Unrealized +21.5%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.1%
Value ($000) $234 Shares 2,530 Est. Cost $29.81 Unrealized +95.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $234 Shares 1,469 Est. Cost $161.01 Unrealized -9.9%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $233 Shares 1,416 Est. Cost $156.16 Unrealized
TRGP TARGA RES CORP COM 0.1%
Value ($000) $230 Shares 1,322 Est. Cost $90.62 Unrealized +82.7%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $229 Shares 277 Est. Cost $279.26 Unrealized +143.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $228 Shares 2,491 Est. Cost $85.17 Unrealized +0.0%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $228 Shares 1,914 Est. Cost $75.86 Unrealized +51.9%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $224 Shares 3,590 Est. Cost $46.53 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.1%
Value ($000) $221 Shares 1,343 Est. Cost $105.21 Unrealized +55.3%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $219 Shares 2,570 Est. Cost $78.64 Unrealized
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $218 Shares 406 Est. Cost $270.83 Unrealized +60.6%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $217 Shares 607 Est. Cost $292.16 Unrealized +5.0%
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value ($000) $215 Shares 912 Est. Cost $151.89 Unrealized +41.5%
AGX ARGAN INC COM 0.1%
Value ($000) $214 Shares 970 Est. Cost $78.01 Unrealized +129.7%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $213 Shares 564 Est. Cost $233.88 Unrealized +37.1%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $209 Shares 1,628 Est. Cost $62.67 Unrealized +55.0%
EXEL EXELIXIS INC COM 0.1%
Value ($000) $209 Shares 4,741 Est. Cost $35.63 Unrealized +12.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $205 Shares 1,905 Est. Cost $95.59 Unrealized +5.8%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $200 Shares 1,925 Est. Cost $75.99 Unrealized +34.2%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $198 Shares 254 Est. Cost $725.89 Unrealized +6.5%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.1%
Value ($000) $198 Shares 4,065 Est. Cost $49.38 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $197 Shares 1,365 Est. Cost $83.90 Unrealized +22.1%
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $195 Shares 556 Est. Cost $344.61 Unrealized -5.9%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $193 Shares 127 Est. Cost $997.72 Unrealized +31.7%
PFE PFIZER INC COM 0.1%
Value ($000) $190 Shares 7,819 Est. Cost $24.87 Unrealized -10.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $189 Shares 2,245 Est. Cost $70.88 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $188 Shares 733 Est. Cost $236.33 Unrealized -1.4%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $187 Shares 2,079 Est. Cost $82.11 Unrealized
WPC WP CAREY INC COM 0.1%
Value ($000) $186 Shares 2,982 Est. Cost $55.84 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $181 Shares 4,041 Est. Cost $42.23 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $180 Shares 1,650 Est. Cost $111.15 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $179 Shares 2,406 Est. Cost $68.16 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $177 Shares 169 Est. Cost $840.24 Unrealized +11.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $177 Shares 879 Est. Cost $163.06 Unrealized +20.7%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $176 Shares 658 Est. Cost $174.18 Unrealized +47.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $172 Shares 1,578 Est. Cost $86.67 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $172 Shares 1,875 Est. Cost $64.75 Unrealized +35.9%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $169 Shares 6,275 Est. Cost $23.57 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $168 Shares 2,193 Est. Cost $61.21 Unrealized +17.6%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.1%
Value ($000) $167 Shares 23,066 Est. Cost $5.93 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $165 Shares 123 Est. Cost $63.66 Unrealized +77.6%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $163 Shares 2,000 Est. Cost $66.73 Unrealized +20.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $155 Shares 474 Est. Cost $264.99 Unrealized +15.4%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $153 Shares 3,910 Est. Cost $32.92 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $150 Shares 2,050 Est. Cost $54.96 Unrealized +22.5%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.1%
Value ($000) $148 Shares 4,290 Est. Cost $29.46 Unrealized
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $147 Shares 1,320 Est. Cost $116.54 Unrealized +3.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $147 Shares 570 Est. Cost $133.50 Unrealized +63.7%
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value ($000) $144 Shares 1,805 Est. Cost $91.58 Unrealized -19.6%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $143 Shares 1,378 Est. Cost $113.79 Unrealized -11.6%
DE DEERE & CO COM 0.1%
Value ($000) $141 Shares 278 Est. Cost $394.58 Unrealized +22.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $141 Shares 776 Est. Cost $84.95 Unrealized +97.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $139 Shares 2,270 Est. Cost $40.65 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $138 Shares 600 Est. Cost $234.64 Unrealized -6.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $138 Shares 739 Est. Cost $141.13 Unrealized +17.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $132 Shares 1,493 Est. Cost $93.95 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $131 Shares 1,440 Est. Cost $91.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $131 Shares 4,217 Est. Cost $29.27 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $128 Shares 1,425 Est. Cost $107.63 Unrealized -18.2%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $127 Shares 2,070 Est. Cost $33.35 Unrealized +67.3%
BYRN BYRNA TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $123 Shares 3,980 Est. Cost $19.60 Unrealized +24.6%
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $121 Shares 1,699 Est. Cost $65.95 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $121 Shares 219 Est. Cost $591.86 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $119 Shares 171 Est. Cost $498.54 Unrealized +26.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $119 Shares 717 Est. Cost $164.35 Unrealized -10.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $119 Shares 1,426 Est. Cost $83.48 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $119 Shares 1,485 Est. Cost $61.82 Unrealized +15.1%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $117 Shares 2,380 Est. Cost $60.86 Unrealized -36.7%
BTSG BRIGHTSPRING HEALTH SVCS INC COM 0.0%
Value ($000) $116 Shares 4,915 Est. Cost $12.53 Unrealized +66.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $114 Shares 1,949 Est. Cost $35.70 Unrealized +56.7%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $113 Shares 1,833 Est. Cost $56.40 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $112 Shares 2,730 Est. Cost $34.68 Unrealized +5.4%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $110 Shares 2,323 Est. Cost $33.33 Unrealized +24.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $109 Shares 823 Est. Cost $123.18 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $107 Shares 1,100 Est. Cost $85.26 Unrealized -7.5%
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $105 Shares 617 Est. Cost $144.91 Unrealized
LRN STRIDE INC COM 0.0%
Value ($000) $104 Shares 717 Est. Cost $95.13 Unrealized +52.1%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $104 Shares 2,880 Est. Cost $21.84 Unrealized +70.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $103 Shares 2,230 Est. Cost $46.05 Unrealized +2.5%
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $103 Shares 2,510 Est. Cost $30.74 Unrealized +25.3%
MRX MAREX GROUP PLC ORD 0.0%
Value ($000) $102 Shares 2,575 Est. Cost $27.46 Unrealized +50.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $101 Shares 1,025 Est. Cost $89.54 Unrealized +6.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $101 Shares 720 Est. Cost $97.69 Unrealized +23.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $101 Shares 941 Est. Cost $98.59 Unrealized +1.7%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $101 Shares 1,295 Est. Cost $53.35 Unrealized +27.0%
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $98 Shares 1,920 Est. Cost $45.67 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $97 Shares 920 Est. Cost $68.31 Unrealized +47.7%
GNTX GENTEX CORP COM 0.0%
Value ($000) $97 Shares 4,393 Est. Cost $33.83 Unrealized -35.4%
CSX CSX CORP COM 0.0%
Value ($000) $96 Shares 2,933 Est. Cost $35.08 Unrealized -15.1%
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $94 Shares 1,691 Est. Cost $45.69 Unrealized +17.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $94 Shares 881 Est. Cost $105.16 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $92 Shares 198 Est. Cost $415.91 Unrealized +10.4%
CION CION INVT CORP COM 0.0%
Value ($000) $91 Shares 9,500 Est. Cost $8.24 Unrealized +2.5%
KR KROGER CO COM 0.0%
Value ($000) $89 Shares 1,240 Est. Cost $47.66 Unrealized +43.1%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $88 Shares 11,696 Est. Cost $7.73 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $88 Shares 3,396 Est. Cost $26.94 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $85 Shares 435 Est. Cost $191.88 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $82 Shares 1,038 Est. Cost $81.43 Unrealized -5.9%
AVGO BROADCOM INC COM 0.0%
Value ($000) $82 Shares 297 Est. Cost $155.08 Unrealized +39.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $82 Shares 1,809 Est. Cost $38.64 Unrealized +5.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $81 Shares 4,834 Est. Cost $12.57 Unrealized +17.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $80 Shares 1,900 Est. Cost $38.48 Unrealized
T AT&T INC COM 0.0%
Value ($000) $79 Shares 2,734 Est. Cost $15.62 Unrealized +72.6%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $78 Shares 1,705 Est. Cost $45.71 Unrealized +7.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $78 Shares 1,217 Est. Cost $58.32 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $77 Shares 3,742 Est. Cost $16.50 Unrealized -0.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $76 Shares 855 Est. Cost $89.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $76 Shares 250 Est. Cost $261.35 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $74 Shares 1,495 Est. Cost $38.91 Unrealized +20.9%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $73 Shares 553 Est. Cost $102.94 Unrealized +27.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $71 Shares 1,587 Est. Cost $31.38 Unrealized +22.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $70 Shares 827 Est. Cost $60.45 Unrealized +17.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $69 Shares 825 Est. Cost $57.62 Unrealized +36.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $69 Shares 586 Est. Cost $91.10 Unrealized +26.7%
PHYL PGIM ACTIVE HIGH YIELD BOND ETF 0.0%
Value ($000) $68 Shares 1,925 Est. Cost $34.75 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $68 Shares 129 Est. Cost $158.10 Unrealized +163.1%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $68 Shares 7,800 Est. Cost $8.16 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $67 Shares 564 Est. Cost $116.81 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $67 Shares 2,277 Est. Cost $15.98 Unrealized +67.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $67 Shares 700 Est. Cost $73.15 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $65 Shares 1,338 Est. Cost $36.29 Unrealized +33.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $65 Shares 116 Est. Cost $452.57 Unrealized +21.9%
TKR TIMKEN CO COM 0.0%
Value ($000) $60 Shares 831 Est. Cost $82.68 Unrealized -17.7%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $60 Shares 5,580 Est. Cost $12.67 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $59 Shares 855 Est. Cost $32.46 Unrealized -15.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $58 Shares 335 Est. Cost $133.82 Unrealized +19.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $58 Shares 432 Est. Cost $120.99 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $57 Shares 520 Est. Cost $107.73 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $56 Shares 617 Est. Cost $52.67 Unrealized +59.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $55 Shares 601 Est. Cost $64.39 Unrealized +29.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $54 Shares 141 Est. Cost $358.58 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $53 Shares 507 Est. Cost $120.94 Unrealized -15.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $53 Shares 3,030 Est. Cost $16.46 Unrealized +3.3%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $53 Shares 593 Est. Cost $87.30 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $52 Shares 624 Est. Cost $52.48 Unrealized +54.9%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $50 Shares 416 Est. Cost $119.41 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $50 Shares 151 Est. Cost $317.87 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $49 Shares 460 Est. Cost $56.62 Unrealized +62.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $48 Shares 2,275 Est. Cost $17.99 Unrealized +11.5%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $47 Shares 50 Est. Cost $750.07 Unrealized +24.9%
HPQ HP INC COM 0.0%
Value ($000) $47 Shares 1,924 Est. Cost $27.31 Unrealized -9.5%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $46 Shares 417 Est. Cost $65.83 Unrealized +50.7%
HAS HASBRO INC COM 0.0%
Value ($000) $46 Shares 620 Est. Cost $55.63 Unrealized +10.7%
NI NISOURCE INC COM 0.0%
Value ($000) $45 Shares 1,119 Est. Cost $25.01 Unrealized +54.3%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $44 Shares 436 Est. Cost $109.71 Unrealized -24.2%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $43 Shares 445 Est. Cost $94.25 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $43 Shares 943 Est. Cost $31.54 Unrealized +38.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $43 Shares 170 Est. Cost $211.09 Unrealized +7.6%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $42 Shares 213 Est. Cost $181.43 Unrealized +0.5%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $41 Shares 955 Est. Cost $43.84 Unrealized -3.8%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $40 Shares 450 Est. Cost $44.50 Unrealized +89.0%
POOL POOL CORP COM 0.0%
Value ($000) $40 Shares 138 Est. Cost $364.04 Unrealized -17.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $40 Shares 1,340 Est. Cost $37.68 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $40 Shares 755 Est. Cost $45.50 Unrealized +1.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $40 Shares 200 Est. Cost $241.47 Unrealized -20.1%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $39 Shares 1,641 Est. Cost $22.16 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $38 Shares 779 Est. Cost $42.51 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $38 Shares 987 Est. Cost $42.97 Unrealized -14.6%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $37 Shares 1,588 Est. Cost $23.09 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $37 Shares 660 Est. Cost $149.27 Unrealized -66.7%
VST VISTRA CORP COM 0.0%
Value ($000) $36 Shares 186 Est. Cost $48.74 Unrealized +202.5%
TER TERADYNE INC COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $103.38 Unrealized -22.9%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $36 Shares 634 Est. Cost $47.73 Unrealized +18.3%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $36 Shares 747 Est. Cost $47.48 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $35 Shares 1,700 Est. Cost $19.29 Unrealized 0.0%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $35 Shares 1,100 Est. Cost $20.98 Unrealized +37.2%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $35 Shares 600 Est. Cost $65.90 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $35 Shares 580 Est. Cost $60.33 Unrealized -10.1%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $34 Shares 256 Est. Cost $115.29 Unrealized +6.3%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $66.27 Unrealized 0.0%
ENS ENERSYS COM 0.0%
Value ($000) $33 Shares 390 Est. Cost $96.67 Unrealized -10.4%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $33 Shares 1,041 Est. Cost $33.15 Unrealized -9.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $33 Shares 230 Est. Cost $119.49 Unrealized -8.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $32 Shares 239 Est. Cost $128.96 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $31 Shares 541 Est. Cost $43.39 Unrealized +22.5%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $30 Shares 5,235 Est. Cost $5.52 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $30 Shares 125 Est. Cost $219.85 Unrealized +6.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $30 Shares 588 Est. Cost $76.74 Unrealized -33.0%
F FORD MTR CO COM 0.0%
Value ($000) $30 Shares 2,778 Est. Cost $10.66 Unrealized -7.4%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $30 Shares 1,643 Est. Cost $17.56 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $30 Shares 301 Est. Cost $98.43 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $29 Shares 247 Est. Cost $134.98 Unrealized -18.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $29 Shares 395 Est. Cost $72.68 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $28 Shares 820 Est. Cost $47.77 Unrealized -32.9%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $28 Shares 284 Est. Cost $60.68 Unrealized +48.7%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $28 Shares 268 Est. Cost $97.73 Unrealized +0.3%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $27 Shares 84 Est. Cost $140.32 Unrealized +88.0%
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $27 Shares 2,575 Est. Cost $11.35 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $135.69 Unrealized -9.9%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $65.20 Unrealized +37.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $26 Shares 469 Est. Cost $45.37 Unrealized +21.1%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $26 Shares 360 Est. Cost $80.64 Unrealized -10.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 289 Est. Cost $95.60 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $25 Shares 229 Est. Cost $71.99 Unrealized +45.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $25 Shares 52 Est. Cost $393.34 Unrealized +29.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $25 Shares 59 Est. Cost $424.58 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $25 Shares 1,600 Est. Cost $7.11 Unrealized +104.6%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $24 Shares 196 Est. Cost $106.83 Unrealized +7.4%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $24 Shares 1,290 Est. Cost $19.03 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $220.13 Unrealized -6.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $23 Shares 225 Est. Cost $75.28 Unrealized +38.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $23 Shares 760 Est. Cost $32.23 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $48.40 Unrealized +9.3%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 453 Est. Cost $51.44 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $23 Shares 535 Est. Cost $43.32 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $22 Shares 471 Est. Cost $46.07 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $22 Shares 217 Est. Cost $132.59 Unrealized -29.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $22 Shares 381 Est. Cost $57.01 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $22 Shares 819 Est. Cost $48.97 Unrealized -43.2%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $22 Shares 2,355 Est. Cost $9.37 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $21 Shares 585 Est. Cost $26.98 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $21 Shares 576 Est. Cost $26.82 Unrealized +36.2%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $21 Shares 514 Est. Cost $36.55 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $21 Shares 3,500 Est. Cost $4.34 Unrealized +27.1%
SRE SEMPRA COM 0.0%
Value ($000) $21 Shares 276 Est. Cost $67.38 Unrealized +7.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $21 Shares 280 Est. Cost $53.04 Unrealized +24.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $20 Shares 96 Est. Cost $185.05 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $20 Shares 547 Est. Cost $39.00 Unrealized -12.7%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $20 Shares 205 Est. Cost $96.29 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $19 Shares 446 Est. Cost $33.87 Unrealized +28.6%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $19 Shares 347 Est. Cost $56.98 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $19 Shares 59 Est. Cost $280.90 Unrealized +7.3%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $31.67 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $18 Shares 990 Est. Cost $16.13 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $17 Shares 277 Est. Cost $58.62 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $17 Shares 2,115 Est. Cost $7.66 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 87 Est. Cost $194.23 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $92.82 Unrealized -15.2%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $16 Shares 400 Est. Cost $47.62 Unrealized -24.2%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $15 Shares 3,009 Est. Cost $6.89 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.11 Unrealized -3.3%
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 654 Est. Cost $39.31 Unrealized -47.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $15 Shares 51 Est. Cost $285.86 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.81 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $91.50 Unrealized +27.2%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 384 Est. Cost $37.51 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 91 Est. Cost $157.76 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $14 Shares 191 Est. Cost $82.96 Unrealized -16.2%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $13 Shares 217 Est. Cost $26.63 Unrealized +38.6%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $13 Shares 850 Est. Cost $13.36 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $13 Shares 254 Est. Cost $60.13 Unrealized -11.7%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $13 Shares 455 Est. Cost $13.80 Unrealized +87.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $13 Shares 62 Est. Cost $157.89 Unrealized +10.4%
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $13 Shares 2,185 Est. Cost $5.30 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $13 Shares 201 Est. Cost $32.99 Unrealized +74.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 681 Est. Cost $14.27 Unrealized -7.6%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $12 Shares 158 Est. Cost $67.34 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 88 Est. Cost $120.98 Unrealized +16.7%
AES AES CORP COM 0.0%
Value ($000) $12 Shares 1,152 Est. Cost $13.78 Unrealized -24.8%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $12 Shares 275 Est. Cost $39.81 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $12 Shares 6,131 Est. Cost $2.83 Unrealized -40.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $12 Shares 372 Est. Cost $22.98 Unrealized +34.1%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $12 Shares 500 Est. Cost $16.37 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $12 Shares 301 Est. Cost $51.18 Unrealized -32.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $11 Shares 57 Est. Cost $155.84 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $84.14 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $11 Shares 260 Est. Cost $35.15 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 272 Est. Cost $36.13 Unrealized +11.5%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $11 Shares 130 Est. Cost $73.04 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $11 Shares 168 Est. Cost $42.71 Unrealized +49.7%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $11 Shares 234 Est. Cost $45.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 40 Est. Cost $208.28 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $259.43 Unrealized +8.8%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $10 Shares 659 Est. Cost $14.32 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $10 Shares 12 Est. Cost $795.97 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $33.61 Unrealized +36.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $9 Shares 38 Est. Cost $263.38 Unrealized -16.3%
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $25.34 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $9 Shares 647 Est. Cost $16.50 Unrealized -2.0%
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value ($000) $9 Shares 2,500 Est. Cost $1.89 Unrealized +42.1%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $9 Shares 147 Est. Cost $46.96 Unrealized +28.0%
UTL UNITIL CORP COM 0.0%
Value ($000) $9 Shares 168 Est. Cost $58.37 Unrealized -5.0%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 370 Est. Cost $31.06 Unrealized -30.7%
CLEARSIDE BIOMEDICAL INC COM 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.80 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $8 Shares 183 Est. Cost $51.65 Unrealized -20.3%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $8 Shares 709 Est. Cost $13.25 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $8 Shares 27 Est. Cost $279.81 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $8 Shares 250 Est. Cost $20.34 Unrealized
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 +39.2%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 289 Est. Cost $24.99 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $7 Shares 163 Est. Cost $33.57 Unrealized +32.2%
CME CME GROUP INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $196.43 Unrealized +36.7%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $7 Shares 274 Est. Cost $22.97 Unrealized +8.7%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $128.58 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $7 Shares 81 Est. Cost $66.30 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $7 Shares 910 Est. Cost $19.82 Unrealized -62.5%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $7 Shares 523 Est. Cost $16.13 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $81.15 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $7 Shares 85 Est. Cost $61.23 Unrealized +29.0%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $7 Shares 150 Est. Cost $32.10 Unrealized +30.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $7 Shares 130 Est. Cost $51.51 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $38.33 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $7 Shares 700 Est. Cost $5.25 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $483.44 Unrealized -14.5%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $7 Shares 196 Est. Cost $17.26 Unrealized +47.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 12 Est. Cost $401.70 Unrealized +30.2%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 271 Est. Cost $28.07 Unrealized -25.5%
HESM HESS MIDSTREAM LP CL A SHS 0.0%
Value ($000) $6 Shares 165 Est. Cost $35.52 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $6 Shares 94 Est. Cost $68.90 Unrealized -5.5%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $6 Shares 151 Est. Cost $40.13 Unrealized -6.6%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $6 Shares 575 Est. Cost $10.69 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $6 Shares 395 Est. Cost $16.86 Unrealized
FDP FRESH DEL MONTE PRODUCE INC ORD 0.0%
Value ($000) $6 Shares 188 Est. Cost $28.84 Unrealized +11.8%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $6 Shares 35 Est. Cost $121.35 Unrealized +27.9%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $6 Shares 157 Est. Cost $41.85 Unrealized -10.9%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $6 Shares 495 Est. Cost $11.94 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $6 Shares 436 Est. Cost $17.91 Unrealized -28.1%
BITWISE CRYPTO INDUSTRY INNOVATORS ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.72 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 26 Est. Cost $166.00 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $6 Shares 235 Est. Cost $15.95 Unrealized +49.5%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $6 Shares 65 Est. Cost $70.43 Unrealized -0.8%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $88.72 Unrealized +38.5%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $65.94 Unrealized +45.4%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $6 Shares 184 Est. Cost $40.41 Unrealized -15.1%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $209.12 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $122.16 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $184.88 Unrealized -4.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $152.22 Unrealized +0.1%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $5 Shares 195 Est. Cost $22.31 Unrealized +19.7%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $47.76 Unrealized +4.4%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $170.39 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $5 Shares 204 Est. Cost $30.49 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $50.07 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $5 Shares 240 Est. Cost $19.43 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $5 Shares 82 Est. Cost $39.15 Unrealized
ABRDN INCOME CREDIT STRATEGIES COM 0.0%
Value ($000) $4 Shares 759 Est. Cost $6.48 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $272.39 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $4 Shares 240 Est. Cost $18.13 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.80 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $4 Shares 110 Est. Cost $38.70 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $63.18 Unrealized
VIPER ENERGY INC CL A 0.0%
Value ($000) $4 Shares 110 Est. Cost $38.13 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $24.97 Unrealized +36.4%
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $29.84 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.81 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $4 Shares 426 Est. Cost $8.29 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.02 Unrealized +8.6%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 90 Est. Cost $42.87 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 25 Est. Cost $147.72 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $66.93 Unrealized +42.2%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.71 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $32.55 Unrealized -19.5%
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.93 Unrealized
SUTRO BIOPHARMA INC COM 0.0%
Value ($000) $3 Shares 4,042 Est. Cost $1.24 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $98.12 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.01 Unrealized -8.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $3 Shares 100 Est. Cost $16.27 Unrealized +31.6%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.82 Unrealized +9.4%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $3 Shares 39 Est. Cost $58.65 Unrealized
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $3 Shares 170 Est. Cost $41.03 Unrealized -36.2%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $3 Shares 8 Est. Cost $264.28 Unrealized +5.3%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $2 Shares 266 Est. Cost $10.75 Unrealized -30.9%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $2 Shares 5 Est. Cost $403.82 Unrealized 0.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $2 Shares 10 Est. Cost $147.69 Unrealized +22.4%
CCJ CAMECO CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.31 Unrealized -1.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.40 Unrealized -4.3%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.46 Unrealized -24.4%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.44 Unrealized +33.0%
LAND GLADSTONE LD CORP COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.34 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.93 Unrealized -0.8%
DHI D R HORTON INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.13 Unrealized -16.9%
CAN CANAAN INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 3,000 Est. Cost $2.05 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $14.51 Unrealized -26.2%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.27 Unrealized +15.1%
TPR TAPESTRY INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $74.95 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $242.13 Unrealized -3.4%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $103.77 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.33 Unrealized -19.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.06 Unrealized +13.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $109.39 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $62.28 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 135 Est. Cost $9.64 Unrealized -3.2%
FTS FORTIS INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $37.04 Unrealized +25.8%
RDDT REDDIT INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $123.45 Unrealized -8.2%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $148.11 Unrealized +24.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.35 Unrealized -16.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.39 Unrealized -16.3%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $10.98 Unrealized +49.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.64 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.73 Unrealized +182.7%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.00 Unrealized +26.6%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.68 Unrealized +107.2%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.66 Unrealized +13.2%
STEELCASE INC CL A 0.0%
Value ($000) $1 Shares 107 Est. Cost $13.08 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.68 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 43 Est. Cost $10.99 Unrealized +76.1%
OGS ONE GAS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.35 Unrealized +22.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.56 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.57 Unrealized +65.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.15 Unrealized +52.7%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.37 Unrealized -37.1%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $1 Shares 85 Est. Cost $18.69 Unrealized -49.1%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.43 Unrealized 0.0%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.53 Unrealized -16.9%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.59 Unrealized -45.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.80 Unrealized -18.7%
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $6.72 Unrealized +75.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $100.80 Unrealized -73.9%
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $10.01 Unrealized 0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.73 Unrealized -37.2%
KMX CARMAX INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.25 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.70 Unrealized -11.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.79 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $116.69 Unrealized -60.4%
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 +42.8%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.70 Unrealized -52.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.22 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $20.63 Unrealized +21.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.04 Unrealized -39.5%
SKYT SKYWATER TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $8.07 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $1 Shares 21 Est. Cost $23.24 Unrealized
HTZ HERTZ GLOBAL HLDGS INC COM NEW 0.0%
Value ($000) $1 Shares 75 Est. Cost $6.24 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.44 Unrealized 0.0%
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $27.96 Unrealized -18.3%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 41 Est. Cost $27.78 Unrealized -70.4%
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.93 Unrealized -19.6%
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 -73.2%
NTRA NATERA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.66 Unrealized +7.0%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.71 Unrealized +18.5%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.08 Unrealized +2.4%
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $31.16 Unrealized -44.1%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $18.15 Unrealized -60.1%
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $4.20 Unrealized -30.7%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.84 Unrealized -28.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $43.08 Unrealized
RCAT RED CAT HLDGS INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $6.11 Unrealized +6.9%
KSS KOHLS CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.69 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.02 Unrealized -53.8%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $93.85 Unrealized -15.8%
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 136 Est. Cost $6.17 Unrealized -84.1%
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value ($000) $0 Shares 130 Est. Cost $2.43 Unrealized -58.8%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $91.39 Unrealized +16.3%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.31 Unrealized -80.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.01 Unrealized -25.6%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $5.86 Unrealized -80.3%
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.02 Unrealized -22.7%
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized +123.2%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.27 Unrealized -26.4%