Global Financial Private Client, LLC Diversified Active

Location: Sarasota, FL

CIK: 0002023568 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value: $174M (100.0% shares, 0.0% debt)

Holdings (653)

AAPL APPLE INC COM 5.6%
Value $9.74M Shares 68,374 Est. Cost $121.29 Unrealized +27.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 5.0%
Value $8.695M Shares 127,466 Est. Cost $60.89 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.6%
Value $6.199M Shares 15 Est. Cost $325723.70 Unrealized +31.4%
SPY SPDR S&P 500 ETF TRUST 3.5%
Value $6.091M Shares 16,614 Est. Cost $353.49 Unrealized
VOO VANGUARD S&P 500 ETF 3.0%
Value $5.212M Shares 15,468 Est. Cost $324.31 Unrealized
VUG VANGUARD GROWTH ETF 2.3%
Value $4.053M Shares 18,512 Est. Cost $207.73 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 2.3%
Value $4.051M Shares 141,101 Est. Cost $32.26 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.1%
Value $3.655M Shares 103,196 Est. Cost $31.29 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.1%
Value $3.622M Shares 52,924 Est. Cost $98.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.1%
Value $3.617M Shares 9,825 Est. Cost $417.77 Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value $3.525M Shares 14,642 Est. Cost $165.02 Unrealized +55.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.9%
Value $3.237M Shares 43,393 Est. Cost $79.57 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1.6%
Value $2.81M Shares 29,946 Est. Cost $107.55 Unrealized
CVX CHEVRON CORP NEW COM 1.6%
Value $2.714M Shares 17,888 Est. Cost $95.05 Unrealized +39.7%
BSV VANGUARD SHORT-TERM BOND ETF 1.3%
Value $2.279M Shares 30,381 Est. Cost $80.96 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value $2.109M Shares 19,850 Est. Cost $123.24 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.2%
Value $2.016M Shares 45,090 Est. Cost $50.73 Unrealized
CVS CVS HEALTH CORP COM 1.1%
Value $1.963M Shares 20,080 Est. Cost $70.67 Unrealized +24.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.1%
Value $1.843M Shares 57,786 Est. Cost $33.10 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.1%
Value $1.842M Shares 81,108 Est. Cost $25.62 Unrealized
PEP PEPSICO INC COM 1.0%
Value $1.739M Shares 10,523 Est. Cost $124.10 Unrealized +24.4%
XOM EXXON MOBIL CORP COM 1.0%
Value $1.716M Shares 18,669 Est. Cost $52.54 Unrealized +54.8%
GOVT ISHARES U.S. TREASURY BOND ETF 1.0%
Value $1.649M Shares 72,062 Est. Cost $25.85 Unrealized
MCD MCDONALDS CORP COM 0.9%
Value $1.618M Shares 6,874 Est. Cost $180.52 Unrealized +30.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.9%
Value $1.602M Shares 33,322 Est. Cost $56.70 Unrealized
MRK MERCK & CO INC COM 0.9%
Value $1.602M Shares 18,294 Est. Cost $70.69 Unrealized +13.7%
HD HOME DEPOT INC COM 0.9%
Value $1.554M Shares 5,476 Est. Cost $223.09 Unrealized +21.3%
SBCF SEACOAST BKG CORP FLA COM NEW 0.8%
Value $1.475M Shares 47,951 Est. Cost $33.38 Unrealized -0.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.8%
Value $1.4M Shares 17,171 Est. Cost $98.94 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value $1.369M Shares 43,912 Est. Cost $34.32 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.8%
Value $1.314M Shares 29,013 Est. Cost $53.30 Unrealized
NUE NUCOR CORP COM 0.7%
Value $1.239M Shares 10,840 Est. Cost $105.85 Unrealized +12.5%
BAC BANK AMERICA CORP COM 0.7%
Value $1.201M Shares 38,631 Est. Cost $27.26 Unrealized +12.2%
ISHARES IBONDS DEC 2023 TERM MUNI BD ETF 0.7%
Value $1.168M Shares 46,287 Est. Cost $25.63 Unrealized
AMZN AMAZON COM INC COM 0.7%
Value $1.142M Shares 9,855 Est. Cost $124.98 Unrealized +1.1%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.6%
Value $1.127M Shares 30,846 Est. Cost $39.70 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value $1.112M Shares 19,475 Est. Cost $62.05 Unrealized
EOG EOG RES INC COM 0.6%
Value $1.069M Shares 8,917 Est. Cost $63.82 Unrealized +53.0%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.6%
Value $1.043M Shares 14,068 Est. Cost $91.91 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.6%
Value $1.032M Shares 19,767 Est. Cost $46.00 Unrealized +18.9%
DIS DISNEY WALT CO COM 0.6%
Value $1.031M Shares 10,616 Est. Cost $137.45 Unrealized -23.9%
JNJ JOHNSON & JOHNSON COM 0.6%
Value $1.023M Shares 6,267 Est. Cost $137.63 Unrealized +11.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.6%
Value $1.006M Shares 14,815 Est. Cost $76.47 Unrealized
WMT WALMART INC COM 0.6%
Value $982K Shares 7,411 Est. Cost $42.08 Unrealized -0.2%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value $944K Shares 3,451 Est. Cost $246.76 Unrealized
QCOM QUALCOMM INC COM 0.5%
Value $940K Shares 8,020 Est. Cost $122.26 Unrealized +3.9%
CSCO CISCO SYS INC COM 0.5%
Value $922K Shares 22,341 Est. Cost $42.79 Unrealized -6.4%
AFL AFLAC INC COM 0.5%
Value $888K Shares 15,346 Est. Cost $46.26 Unrealized +17.9%
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value $878K Shares 2,934 Est. Cost $293.79 Unrealized +1.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value $874K Shares 3,764 Est. Cost $171.36 Unrealized +27.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.5%
Value $857K Shares 6,936 Est. Cost $116.17 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.5%
Value $850K Shares 11,504 Est. Cost $102.07 Unrealized
PFE PFIZER INC COM 0.5%
Value $850K Shares 19,253 Est. Cost $35.96 Unrealized +12.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.5%
Value $849K Shares 16,341 Est. Cost $56.35 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.5%
Value $828K Shares 32,447 Est. Cost $25.87 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.5%
Value $818K Shares 39,977 Est. Cost $20.68 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.5%
Value $793K Shares 10,480 Est. Cost $121.96 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value $779K Shares 4,602 Est. Cost $177.64 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.4%
Value $735K Shares 18,624 Est. Cost $51.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value $727K Shares 2,665 Est. Cost $310.45 Unrealized -8.3%
CL COLGATE PALMOLIVE CO COM 0.4%
Value $701K Shares 9,858 Est. Cost $59.79 Unrealized +21.2%
GD GENERAL DYNAMICS CORP COM 0.4%
Value $699K Shares 3,171 Est. Cost $205.52 Unrealized +2.6%
KR KROGER CO COM 0.4%
Value $675K Shares 15,424 Est. Cost $47.90 Unrealized -8.0%
PCAR PACCAR INC COM 0.4%
Value $669K Shares 7,741 Est. Cost $50.30 Unrealized +0.0%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value $669K Shares 6,740 Est. Cost $109.78 Unrealized +1.0%
CMI CUMMINS INC COM 0.4%
Value $668K Shares 3,185 Est. Cost $196.32 Unrealized -0.1%
HR HEALTHCARE RLTY TR CL A COM 0.4%
Value $646K Shares 30,433 Est. Cost $21.24 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.4%
Value $626K Shares 2,390 Est. Cost $222.34 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value $624K Shares 3,841 Est. Cost $148.54 Unrealized
TXN TEXAS INSTRS INC COM 0.4%
Value $620K Shares 3,877 Est. Cost $152.27 Unrealized -0.4%
MBB ISHARES MBS ETF 0.3%
Value $607K Shares 6,583 Est. Cost $108.52 Unrealized
FTNT FORTINET INC COM 0.3%
Value $595K Shares 11,683 Est. Cost $52.97 Unrealized +2.3%
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value $589K Shares 3,727 Est. Cost $143.45 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value $582K Shares 4,530 Est. Cost $108.54 Unrealized +20.3%
COWZ PACER US CASH COWS 100 ETF 0.3%
Value $582K Shares 13,651 Est. Cost $43.06 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value $576K Shares 15,533 Est. Cost $44.65 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value $529K Shares 1,793 Est. Cost $292.36 Unrealized
TAN INVESCO SOLAR ETF 0.3%
Value $513K Shares 6,805 Est. Cost $53.01 Unrealized
ABBV ABBVIE INC COM 0.3%
Value $508K Shares 3,674 Est. Cost $88.75 Unrealized +43.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value $485K Shares 5,689 Est. Cost $91.38 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value $484K Shares 4,910 Est. Cost $109.03 Unrealized +0.9%
WM WASTE MGMT INC DEL COM 0.3%
Value $480K Shares 2,906 Est. Cost $131.36 Unrealized +19.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value $478K Shares 4,440 Est. Cost $116.16 Unrealized -9.1%
NVDA NVIDIA CORPORATION COM 0.3%
Value $470K Shares 3,754 Est. Cost $20.49 Unrealized -22.9%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.3%
Value $465K Shares 12,597 Est. Cost $39.28 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value $458K Shares 3,999 Est. Cost $117.72 Unrealized
TSLA TESLA INC COM 0.3%
Value $457K Shares 1,884 Est. Cost $256.01 Unrealized +9.1%
META META PLATFORMS INC CL A 0.3%
Value $452K Shares 3,262 Est. Cost $224.70 Unrealized -28.4%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.3%
Value $445K Shares 4,335 Est. Cost $104.14 Unrealized
LLY ELI LILLY & CO COM 0.3%
Value $444K Shares 1,381 Est. Cost $151.66 Unrealized +103.1%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value $440K Shares 1,709 Est. Cost $254.06 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value $438K Shares 4,961 Est. Cost $85.63 Unrealized +1.7%
INVESCO BULLETSHARES 2023 CORP BD ETF 0.3%
Value $435K Shares 20,846 Est. Cost $20.93 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.3%
Value $434K Shares 4,282 Est. Cost $65.56 Unrealized +46.7%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.2%
Value $430K Shares 8,402 Est. Cost $51.17 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.2%
Value $429K Shares 16,230 Est. Cost $28.98 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value $419K Shares 3,516 Est. Cost $122.46 Unrealized
ORCL ORACLE CORP COM 0.2%
Value $414K Shares 6,558 Est. Cost $68.92 Unrealized +1.8%
KO COCA COLA CO COM 0.2%
Value $405K Shares 7,157 Est. Cost $44.77 Unrealized +25.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value $394K Shares 4,848 Est. Cost $69.77 Unrealized +10.5%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $393K Shares 763 Est. Cost $245.91 Unrealized +101.3%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value $393K Shares 5,593 Est. Cost $77.77 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value $387K Shares 8,375 Est. Cost $51.19 Unrealized
RTX RTX CORPORATION COM 0.2%
Value $378K Shares 4,549 Est. Cost $71.97 Unrealized +16.5%
BA BOEING CO COM 0.2%
Value $366K Shares 2,899 Est. Cost $213.87 Unrealized -28.3%
BIIB BIOGEN INC COM 0.2%
Value $361K Shares 1,364 Est. Cost $212.45 Unrealized -0.0%
SNPS SYNOPSYS INC COM 0.2%
Value $359K Shares 1,131 Est. Cost $162.04 Unrealized +108.9%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value $338K Shares 8,626 Est. Cost $40.90 Unrealized -12.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value $332K Shares 2,713 Est. Cost $132.07 Unrealized
SRE SEMPRA COM 0.2%
Value $296K Shares 1,908 Est. Cost $71.76 Unrealized +1.0%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value $294K Shares 4,501 Est. Cost $54.59 Unrealized -3.0%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value $292K Shares 27,996 Est. Cost $18.54 Unrealized -27.8%
AMGN AMGEN INC COM 0.2%
Value $287K Shares 1,246 Est. Cost $202.98 Unrealized +7.3%
GILD GILEAD SCIENCES INC COM 0.2%
Value $286K Shares 4,592 Est. Cost $55.61 Unrealized +0.3%
T AT&T INC COM 0.2%
Value $281K Shares 17,669 Est. Cost $16.67 Unrealized -9.5%
UNP UNION PAC CORP COM 0.2%
Value $279K Shares 1,395 Est. Cost $173.79 Unrealized +17.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value $269K Shares 2,321 Est. Cost $115.80 Unrealized +4.5%
HCI HCI GROUP INC COM 0.2%
Value $268K Shares 6,957 Est. Cost $68.74 Unrealized -16.6%
CANO HEALTH INC COM CL A 0.2%
Value $268K Shares 29,856 Est. Cost $4.60 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value $263K Shares 10,933 Est. Cost $24.08 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value $255K Shares 3,789 Est. Cost $71.44 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $253K Shares 2,596 Est. Cost $93.71 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $252K Shares 631 Est. Cost $331.50 Unrealized +14.9%
INTC INTEL CORP COM 0.1%
Value $251K Shares 9,320 Est. Cost $49.21 Unrealized -34.4%
ENPH ENPHASE ENERGY INC COM 0.1%
Value $248K Shares 865 Est. Cost $165.43 Unrealized +63.0%
DAR DARLING INGREDIENTS INC COM 0.1%
Value $248K Shares 3,593 Est. Cost $69.73 Unrealized 0.0%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.1%
Value $247K Shares 7,134 Est. Cost $35.66 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value $247K Shares 6,432 Est. Cost $90.01 Unrealized
V VISA INC COM CL A 0.1%
Value $246K Shares 1,354 Est. Cost $191.95 Unrealized +3.3%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value $241K Shares 7,705 Est. Cost $42.85 Unrealized -18.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value $238K Shares 2,658 Est. Cost $111.68 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value $237K Shares 3,100 Est. Cost $76.41 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value $234K Shares 1,220 Est. Cost $191.54 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value $223K Shares 5,378 Est. Cost $28.58 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value $222K Shares 6,074 Est. Cost $36.13 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value $220K Shares 800 Est. Cost $233.39 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value $214K Shares 8,909 Est. Cost $27.15 Unrealized -5.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value $214K Shares 4,340 Est. Cost $64.21 Unrealized
F FORD MTR CO DEL COM 0.1%
Value $213K Shares 18,596 Est. Cost $9.32 Unrealized +16.5%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value $212K Shares 4,239 Est. Cost $50.11 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value $210K Shares 6,679 Est. Cost $34.91 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value $205K Shares 764 Est. Cost $244.42 Unrealized -1.5%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value $203K Shares 3,128 Est. Cost $45.07 Unrealized +42.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $198K Shares 2,106 Est. Cost $94.15 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value $197K Shares 2,913 Est. Cost $79.06 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $191K Shares 1,832 Est. Cost $125.38 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $189K Shares 1,553 Est. Cost $100.02 Unrealized +15.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $188K Shares 647 Est. Cost $282.16 Unrealized +15.2%
ABT ABBOTT LABS COM 0.1%
Value $182K Shares 1,832 Est. Cost $78.44 Unrealized +27.5%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value $182K Shares 1,652 Est. Cost $110.15 Unrealized
PLUG PLUG POWER INC COM NEW 0.1%
Value $179K Shares 8,201 Est. Cost $24.34 Unrealized -2.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $177K Shares 2,513 Est. Cost $51.21 Unrealized +21.7%
TJX TJX COS INC NEW COM 0.1%
Value $174K Shares 2,759 Est. Cost $56.17 Unrealized +6.6%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value $169K Shares 3,468 Est. Cost $52.90 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value $160K Shares 981 Est. Cost $119.06 Unrealized +34.8%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.1%
Value $160K Shares 1,564 Est. Cost $111.29 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value $160K Shares 9,647 Est. Cost $17.47 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value $159K Shares 1,132 Est. Cost $121.86 Unrealized +18.9%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value $158K Shares 2,260 Est. Cost $73.14 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value $154K Shares 1,326 Est. Cost $132.30 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value $154K Shares 4,403 Est. Cost $37.37 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value $151K Shares 1,207 Est. Cost $75.57 Unrealized +48.4%
FSLR FIRST SOLAR INC COM 0.1%
Value $150K Shares 1,099 Est. Cost $82.80 Unrealized +29.4%
SCI SERVICE CORP INTL COM 0.1%
Value $148K Shares 2,493 Est. Cost $66.44 Unrealized -0.8%
GIS GENERAL MLS INC COM 0.1%
Value $147K Shares 1,879 Est. Cost $42.92 Unrealized +57.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $147K Shares 870 Est. Cost $184.42 Unrealized -0.8%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $143K Shares 928 Est. Cost $117.77 Unrealized +20.6%
ALB ALBEMARLE CORP COM 0.1%
Value $137K Shares 502 Est. Cost $172.01 Unrealized +41.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value $137K Shares 481 Est. Cost $242.15 Unrealized
HUM HUMANA INC COM 0.1%
Value $136K Shares 273 Est. Cost $404.20 Unrealized +16.1%
HON HONEYWELL INTL INC COM 0.1%
Value $136K Shares 784 Est. Cost $145.69 Unrealized +11.3%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value $129K Shares 2,927 Est. Cost $44.66 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value $128K Shares 4,247 Est. Cost $32.45 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value $126K Shares 1,491 Est. Cost $84.47 Unrealized
AEROJET ROCKETDYNE HLDGS INC COM 0.1%
Value $126K Shares 3,096 Est. Cost $40.41 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value $126K Shares 1,409 Est. Cost $74.07 Unrealized +10.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $126K Shares 800 Est. Cost $137.75 Unrealized +10.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value $125K Shares 1,372 Est. Cost $91.42 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value $124K Shares 1,444 Est. Cost $83.52 Unrealized -6.2%
DOCU DOCUSIGN INC COM 0.1%
Value $123K Shares 2,318 Est. Cost $80.96 Unrealized -22.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value $122K Shares 1,494 Est. Cost $72.69 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $120K Shares 3,250 Est. Cost $37.99 Unrealized
AA ALCOA CORP COM 0.1%
Value $119K Shares 3,191 Est. Cost $40.82 Unrealized +9.9%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value $117K Shares 830 Est. Cost $116.58 Unrealized +26.7%
CAT CATERPILLAR INC COM 0.1%
Value $117K Shares 681 Est. Cost $176.93 Unrealized -2.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $115K Shares 624 Est. Cost $187.99 Unrealized
CTVA CORTEVA INC COM 0.1%
Value $114K Shares 1,931 Est. Cost $52.93 Unrealized +6.1%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value $114K Shares 2,869 Est. Cost $41.38 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $112K Shares 853 Est. Cost $115.72 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value $108K Shares 683 Est. Cost $152.23 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value $108K Shares 4,992 Est. Cost $21.28 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value $106K Shares 369 Est. Cost $194.29 Unrealized +36.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value $103K Shares 3,651 Est. Cost $37.84 Unrealized -18.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value $102K Shares 1,813 Est. Cost $45.89 Unrealized +23.4%
BBY BEST BUY INC COM 0.1%
Value $101K Shares 1,590 Est. Cost $61.86 Unrealized +1.5%
TMUS T-MOBILE US INC COM 0.1%
Value $99,730 Shares 718 Est. Cost $90.70 Unrealized +49.6%
BX BLACKSTONE INC COM 0.1%
Value $98,772 Shares 1,142 Est. Cost $112.14 Unrealized -22.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value $97,935 Shares 205 Est. Cost $472.74 Unrealized +5.4%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value $96,681 Shares 2,572 Est. Cost $95.90 Unrealized -58.5%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $95,645 Shares 868 Est. Cost $113.81 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value $94,729 Shares 539 Est. Cost $179.98 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value $91,164 Shares 3,284 Est. Cost $40.79 Unrealized -16.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value $88,569 Shares 1,164 Est. Cost $70.35 Unrealized
LIN LINDE PLC SHS 0.1%
Value $87,987 Shares 319 Est. Cost $295.17 Unrealized -7.0%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value $87,894 Shares 1,800 Est. Cost $87.40 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value $87,806 Shares 2,625 Est. Cost $33.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $87,329 Shares 167 Est. Cost $369.82 Unrealized +49.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $85,853 Shares 396 Est. Cost $166.15 Unrealized +34.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value $85,282 Shares 346 Est. Cost $172.23 Unrealized +34.7%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value $84,816 Shares 3,197 Est. Cost $30.77 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value $84,033 Shares 2,021 Est. Cost $36.07 Unrealized +9.2%
PSX PHILLIPS 66 COM 0.0%
Value $83,480 Shares 987 Est. Cost $86.88 Unrealized -13.2%
VO VANGUARD MID-CAP ETF 0.0%
Value $81,884 Shares 423 Est. Cost $178.18 Unrealized
LOW LOWES COS INC COM 0.0%
Value $81,640 Shares 421 Est. Cost $179.81 Unrealized +1.4%
HOG HARLEY DAVIDSON INC COM 0.0%
Value $81,031 Shares 2,244 Est. Cost $29.41 Unrealized +27.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value $78,993 Shares 929 Est. Cost $85.41 Unrealized -5.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $78,829 Shares 691 Est. Cost $108.78 Unrealized +5.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $78,408 Shares 1,071 Est. Cost $62.39 Unrealized +6.1%
MS MORGAN STANLEY COM NEW 0.0%
Value $77,486 Shares 964 Est. Cost $79.58 Unrealized -5.5%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value $76,467 Shares 854 Est. Cost $71.88 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value $74,929 Shares 1,325 Est. Cost $58.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $74,382 Shares 895 Est. Cost $57.02 Unrealized +30.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $72,226 Shares 2,358 Est. Cost $39.56 Unrealized -14.9%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value $71,520 Shares 6,000 Est. Cost $20.34 Unrealized -31.4%
DLTR DOLLAR TREE INC COM 0.0%
Value $70,825 Shares 500 Est. Cost $158.45 Unrealized -1.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $70,797 Shares 326 Est. Cost $218.51 Unrealized +4.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $70,523 Shares 308 Est. Cost $180.28 Unrealized +25.8%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value $68,382 Shares 2,528 Est. Cost $19.01 Unrealized
DHI D R HORTON INC COM 0.0%
Value $68,123 Shares 963 Est. Cost $50.08 Unrealized +42.1%
HAIL SPDR S&P KENSHO SMART MOBILITY ETF 0.0%
Value $67,940 Shares 2,106 Est. Cost $32.26 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value $67,681 Shares 1,727 Est. Cost $50.22 Unrealized
LAM RESEARCH CORP COM 0.0%
Value $67,415 Shares 173 Est. Cost $297.60 Unrealized
CDW CDW CORP COM 0.0%
Value $66,523 Shares 416 Est. Cost $122.84 Unrealized +33.7%
DISCOVER FINL SVCS COM 0.0%
Value $65,723 Shares 700 Est. Cost $84.82 Unrealized
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value $65,650 Shares 5,000 Est. Cost $9.13 Unrealized +30.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $64,070 Shares 404 Est. Cost $108.68 Unrealized +38.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $64,014 Shares 1,496 Est. Cost $31.56 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $63,875 Shares 1,543 Est. Cost $31.37 Unrealized +5.4%
SJM SMUCKER J M CO COM NEW 0.0%
Value $63,498 Shares 454 Est. Cost $118.25 Unrealized +2.5%
SHEL SHELL PLC SPON ADS 0.0%
Value $63,058 Shares 1,205 Est. Cost $55.76 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value $62,746 Shares 1,536 Est. Cost $43.91 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $62,643 Shares 1,071 Est. Cost $58.49 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $62,205 Shares 411 Est. Cost $209.29 Unrealized -22.9%
NKE NIKE INC CL B 0.0%
Value $62,086 Shares 727 Est. Cost $147.19 Unrealized -31.0%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value $62,024 Shares 1,239 Est. Cost $47.58 Unrealized -5.1%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value $61,437 Shares 966 Est. Cost $38.07 Unrealized +59.7%
AON AON PLC SHS CL A 0.0%
Value $61,181 Shares 222 Est. Cost $195.70 Unrealized +41.0%
PPG PPG INDS INC COM 0.0%
Value $60,749 Shares 532 Est. Cost $89.33 Unrealized +28.6%
TSN TYSON FOODS INC CL A 0.0%
Value $60,715 Shares 910 Est. Cost $52.73 Unrealized +33.5%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $60,322 Shares 1,278 Est. Cost $68.24 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $60,305 Shares 631 Est. Cost $107.56 Unrealized -6.8%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value $60,255 Shares 1,500 Est. Cost $38.45 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value $59,899 Shares 3,980 Est. Cost $15.05 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value $59,174 Shares 1,598 Est. Cost $38.96 Unrealized
SYY SYSCO CORP COM 0.0%
Value $59,042 Shares 819 Est. Cost $68.51 Unrealized +10.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $58,917 Shares 346 Est. Cost $84.38 Unrealized +103.8%
FNWD FINWARD BANCORP COM 0.0%
Value $58,866 Shares 1,707 Est. Cost $37.91 Unrealized -10.7%
GE GE AEROSPACE COM NEW 0.0%
Value $58,766 Shares 924 Est. Cost $54.00 Unrealized -20.0%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value $57,207 Shares 3,507 Est. Cost $16.55 Unrealized
MET METLIFE INC COM 0.0%
Value $56,859 Shares 908 Est. Cost $59.90 Unrealized -3.8%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $54,002 Shares 570 Est. Cost $109.01 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $53,292 Shares 648 Est. Cost $75.59 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $53,255 Shares 606 Est. Cost $85.25 Unrealized +8.0%
ROKU ROKU INC COM CL A 0.0%
Value $52,353 Shares 879 Est. Cost $110.11 Unrealized -30.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $51,389 Shares 194 Est. Cost $288.22 Unrealized -4.7%
INTU INTUIT COM 0.0%
Value $51,187 Shares 129 Est. Cost $401.48 Unrealized +5.3%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value $50,596 Shares 995 Est. Cost $71.96 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $50,337 Shares 185 Est. Cost $233.98 Unrealized +32.3%
COP CONOCOPHILLIPS COM 0.0%
Value $48,827 Shares 444 Est. Cost $44.77 Unrealized +97.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $48,746 Shares 503 Est. Cost $114.10 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $47,508 Shares 340 Est. Cost $137.66 Unrealized
WAT WATERS CORP COM 0.0%
Value $46,835 Shares 168 Est. Cost $220.88 Unrealized +44.5%
GM GENERAL MTRS CO COM 0.0%
Value $46,794 Shares 1,423 Est. Cost $52.81 Unrealized -32.9%
SPGI S&P GLOBAL INC COM 0.0%
Value $46,132 Shares 146 Est. Cost $278.57 Unrealized +24.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $45,571 Shares 691 Est. Cost $138.66 Unrealized -49.6%
FDX FEDEX CORP COM 0.0%
Value $45,438 Shares 300 Est. Cost $211.86 Unrealized -7.6%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $45,368 Shares 280 Est. Cost $163.33 Unrealized +3.4%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $44,364 Shares 600 Est. Cost $100.33 Unrealized -5.1%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $44,307 Shares 900 Est. Cost $49.46 Unrealized
KEY KEYCORP COM 0.0%
Value $43,613 Shares 2,648 Est. Cost $14.85 Unrealized +0.2%
GPC GENUINE PARTS CO COM 0.0%
Value $43,426 Shares 284 Est. Cost $84.80 Unrealized +62.0%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value $43,380 Shares 1,435 Est. Cost $30.64 Unrealized
CRM SALESFORCE INC COM 0.0%
Value $43,335 Shares 293 Est. Cost $168.22 Unrealized -0.4%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value $42,843 Shares 728 Est. Cost $121.20 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $42,830 Shares 144 Est. Cost $203.14 Unrealized +41.6%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $40,660 Shares 201 Est. Cost $228.69 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $39,370 Shares 3,898 Est. Cost $13.29 Unrealized -27.7%
ADBE ADOBE INC COM 0.0%
Value $39,363 Shares 138 Est. Cost $358.90 Unrealized +5.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $38,906 Shares 981 Est. Cost $35.33 Unrealized +9.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value $38,848 Shares 163 Est. Cost $263.36 Unrealized -14.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $38,795 Shares 445 Est. Cost $164.60 Unrealized -46.3%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value $38,166 Shares 1,141 Est. Cost $26.21 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $38,006 Shares 1,205 Est. Cost $31.54 Unrealized
STT STATE STR CORP COM 0.0%
Value $37,866 Shares 600 Est. Cost $81.94 Unrealized -25.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $37,775 Shares 500 Est. Cost $62.90 Unrealized +1.1%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value $37,743 Shares 1,749 Est. Cost $21.58 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value $37,061 Shares 840 Est. Cost $55.05 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value $35,872 Shares 2,528 Est. Cost $21.61 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $34,901 Shares 133 Est. Cost $250.71 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value $34,153 Shares 229 Est. Cost $126.78 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $33,997 Shares 402 Est. Cost $121.06 Unrealized
VERTEX ENERGY INC COM 0.0%
Value $33,650 Shares 5,000 Est. Cost Unrealized
DE DEERE & CO COM 0.0%
Value $33,373 Shares 97 Est. Cost $333.86 Unrealized -2.2%
CMS CMS ENERGY CORP COM 0.0%
Value $33,336 Shares 557 Est. Cost $51.97 Unrealized +16.3%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $33,084 Shares 295 Est. Cost $97.94 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value $32,765 Shares 2,810 Est. Cost $11.66 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $32,445 Shares 250 Est. Cost $124.55 Unrealized +3.5%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value $32,405 Shares 570 Est. Cost $48.59 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $32,346 Shares 44 Est. Cost $410.21 Unrealized +52.6%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value $32,017 Shares 1,089 Est. Cost $29.40 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value $31,625 Shares 275 Est. Cost $91.47 Unrealized +33.1%
GSK GSK PLC SPONSORED ADR 0.0%
Value $30,855 Shares 1,020 Est. Cost $46.99 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value $30,754 Shares 1,199 Est. Cost $31.50 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $30,150 Shares 934 Est. Cost $15.05 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $30,046 Shares 540 Est. Cost $70.00 Unrealized -21.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $29,922 Shares 805 Est. Cost $44.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $29,784 Shares 137 Est. Cost $213.82 Unrealized +0.3%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value $29,777 Shares 680 Est. Cost $51.27 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $29,628 Shares 61 Est. Cost $314.36 Unrealized +43.4%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value $29,625 Shares 25 Est. Cost $1490.52 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $29,197 Shares 167 Est. Cost $198.85 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $28,963 Shares 361 Est. Cost $108.54 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $28,599 Shares 300 Est. Cost $71.81 Unrealized +30.9%
SAP SAP SE SPON ADR 0.0%
Value $28,288 Shares 337 Est. Cost $140.11 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $28,004 Shares 190 Est. Cost $137.07 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $27,979 Shares 248 Est. Cost $111.34 Unrealized 0.0%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value $27,850 Shares 425 Est. Cost $64.32 Unrealized
MRNA MODERNA INC COM 0.0%
Value $27,828 Shares 230 Est. Cost $77.97 Unrealized +94.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $27,104 Shares 175 Est. Cost $152.34 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $26,740 Shares 667 Est. Cost $40.09 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value $26,680 Shares 1,114 Est. Cost $26.90 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $26,149 Shares 770 Est. Cost $22.63 Unrealized +39.1%
BP BP PLC SPONSORED ADR 0.0%
Value $25,645 Shares 852 Est. Cost $37.74 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value $25,533 Shares 350 Est. Cost $64.67 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value $25,104 Shares 1,023 Est. Cost $27.44 Unrealized
ECL ECOLAB INC COM 0.0%
Value $25,054 Shares 168 Est. Cost $158.55 Unrealized -1.6%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value $24,941 Shares 881 Est. Cost $28.31 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $24,609 Shares 563 Est. Cost $33.17 Unrealized +27.1%
EMR EMERSON ELEC CO COM 0.0%
Value $24,097 Shares 319 Est. Cost $63.06 Unrealized +23.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $23,669 Shares 255 Est. Cost $125.37 Unrealized -23.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value $23,402 Shares 168 Est. Cost $122.45 Unrealized +9.3%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value $23,311 Shares 1,216 Est. Cost $20.42 Unrealized
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value $23,145 Shares 750 Est. Cost $49.30 Unrealized -29.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value $23,004 Shares 161 Est. Cost $133.20 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value $21,936 Shares 582 Est. Cost $33.23 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value $21,533 Shares 201 Est. Cost $81.49 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $21,508 Shares 308 Est. Cost $64.52 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value $21,201 Shares 510 Est. Cost $43.51 Unrealized -9.9%
BLACKROCK INC COM 0.0%
Value $21,191 Shares 37 Est. Cost $899.85 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value $20,910 Shares 667 Est. Cost $33.20 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value $20,364 Shares 460 Est. Cost $47.92 Unrealized
EIX EDISON INTL COM 0.0%
Value $19,958 Shares 336 Est. Cost $52.88 Unrealized +7.2%
AGCO AGCO CORP COM 0.0%
Value $19,888 Shares 200 Est. Cost $63.78 Unrealized +47.5%
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value $19,711 Shares 468 Est. Cost $50.03 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $19,677 Shares 138 Est. Cost $125.42 Unrealized
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value $19,433 Shares 1,055 Est. Cost $18.42 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value $19,272 Shares 41 Est. Cost $257.25 Unrealized +77.0%
BCC BOISE CASCADE CO DEL COM 0.0%
Value $18,785 Shares 307 Est. Cost $61.85 Unrealized -11.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $18,714 Shares 195 Est. Cost $77.74 Unrealized +14.1%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $18,650 Shares 221 Est. Cost $91.95 Unrealized -8.1%
CBZ CBIZ INC COM 0.0%
Value $18,156 Shares 406 Est. Cost $29.45 Unrealized +48.5%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $17,959 Shares 499 Est. Cost $42.44 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value $17,947 Shares 347 Est. Cost $67.74 Unrealized -16.0%
AVGO BROADCOM INC COM 0.0%
Value $17,814 Shares 39 Est. Cost $26.32 Unrealized +82.7%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value $17,642 Shares 930 Est. Cost $39.05 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $17,584 Shares 278 Est. Cost $68.31 Unrealized -5.4%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value $17,060 Shares 114 Est. Cost $150.94 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value $17,048 Shares 153 Est. Cost $123.48 Unrealized -3.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $16,480 Shares 2,000 Est. Cost $24.07 Unrealized -63.1%
BALL BALL CORP COM 0.0%
Value $16,391 Shares 332 Est. Cost $58.57 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value $16,247 Shares 233 Est. Cost $66.95 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $16,121 Shares 1,349 Est. Cost $18.66 Unrealized -27.2%
MTB M & T BK CORP COM 0.0%
Value $15,930 Shares 88 Est. Cost $154.54 Unrealized +2.3%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value $15,678 Shares 450 Est. Cost $43.33 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $15,525 Shares 203 Est. Cost $91.33 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value $15,482 Shares 1,423 Est. Cost $20.28 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $14,732 Shares 46 Est. Cost $517.14 Unrealized -17.3%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $14,698 Shares 50 Est. Cost $275.62 Unrealized +2.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value $13,901 Shares 203 Est. Cost $79.06 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $13,884 Shares 288 Est. Cost $55.19 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $13,778 Shares 160 Est. Cost $132.37 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value $13,668 Shares 100 Est. Cost $72.71 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $13,469 Shares 210 Est. Cost $66.35 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value $13,228 Shares 550 Est. Cost $28.81 Unrealized
QIAGEN NV SHS NEW 0.0%
Value $13,191 Shares 314 Est. Cost $55.58 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value $12,317 Shares 230 Est. Cost $22.79 Unrealized +118.5%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value $12,304 Shares 1,470 Est. Cost $6.60 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $12,152 Shares 260 Est. Cost $55.24 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $12,130 Shares 65 Est. Cost $206.31 Unrealized -13.6%
CCI CROWN CASTLE INC COM 0.0%
Value $12,112 Shares 82 Est. Cost $129.42 Unrealized +10.1%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value $12,041 Shares 475 Est. Cost $30.25 Unrealized
FNB F N B CORP COM 0.0%
Value $11,890 Shares 1,000 Est. Cost $9.17 Unrealized +14.8%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value $11,842 Shares 50 Est. Cost $85.51 Unrealized +245.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $11,838 Shares 200 Est. Cost $58.34 Unrealized
MMM 3M CO COM 0.0%
Value $11,775 Shares 104 Est. Cost $106.32 Unrealized -9.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $11,647 Shares 60 Est. Cost $32.56 Unrealized +12.7%
NICE NICE LTD SPONSORED ADR 0.0%
Value $11,363 Shares 59 Est. Cost $155.15 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value $11,189 Shares 390 Est. Cost $35.41 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value $11,072 Shares 263 Est. Cost $49.18 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $10,913 Shares 180 Est. Cost $46.07 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $10,748 Shares 80 Est. Cost $109.57 Unrealized +27.8%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $10,619 Shares 65 Est. Cost $205.40 Unrealized -18.3%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $10,619 Shares 288 Est. Cost $24.67 Unrealized +39.5%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value $10,552 Shares 118 Est. Cost $95.33 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $10,478 Shares 56 Est. Cost $191.54 Unrealized -5.1%
MEDP MEDPACE HLDGS INC COM 0.0%
Value $10,291 Shares 64 Est. Cost $110.63 Unrealized +44.2%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $10,269 Shares 319 Est. Cost $25.28 Unrealized +20.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $10,006 Shares 414 Est. Cost $28.16 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $9,978 Shares 72 Est. Cost $125.49 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value $9,826 Shares 200 Est. Cost $50.25 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $9,700 Shares 196 Est. Cost $49.94 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value $9,620 Shares 248 Est. Cost $68.43 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value $9,525 Shares 343 Est. Cost $34.78 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value $9,496 Shares 322 Est. Cost $31.78 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value $9,396 Shares 90 Est. Cost $110.42 Unrealized -5.7%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value $9,391 Shares 564 Est. Cost $21.16 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $8,988 Shares 99 Est. Cost $87.51 Unrealized +6.9%
PGX INVESCO PREFERRED ETF 0.0%
Value $8,954 Shares 748 Est. Cost $14.27 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $8,800 Shares 39 Est. Cost $299.44 Unrealized -26.6%
VTRS VIATRIS INC COM 0.0%
Value $8,694 Shares 997 Est. Cost $12.84 Unrealized -34.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $8,660 Shares 131 Est. Cost $37.67 Unrealized +126.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value $8,555 Shares 86 Est. Cost $79.71 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value $8,531 Shares 386 Est. Cost $27.96 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value $8,456 Shares 73 Est. Cost $139.48 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value $8,419 Shares 57 Est. Cost $123.07 Unrealized +21.8%
XYZ BLOCK INC CL A 0.0%
Value $8,367 Shares 150 Est. Cost $233.92 Unrealized -69.7%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value $8,115 Shares 338 Est. Cost $28.61 Unrealized
QLYS QUALYS INC COM 0.0%
Value $8,011 Shares 56 Est. Cost $82.92 Unrealized +69.9%
ADI ANALOG DEVICES INC COM 0.0%
Value $7,982 Shares 55 Est. Cost $160.72 Unrealized -7.3%
HLN HALEON PLC SPON ADS 0.0%
Value $7,829 Shares 1,275 Est. Cost $6.14 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value $7,815 Shares 561 Est. Cost $16.71 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $7,782 Shares 274 Est. Cost $37.65 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $7,748 Shares 246 Est. Cost $40.05 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $7,593 Shares 43 Est. Cost $85.11 Unrealized +101.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value $7,538 Shares 35 Est. Cost $246.89 Unrealized
GLW CORNING INC COM 0.0%
Value $7,468 Shares 250 Est. Cost $19.40 Unrealized +58.5%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $7,439 Shares 97 Est. Cost $98.98 Unrealized -22.9%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $7,362 Shares 115 Est. Cost $71.78 Unrealized -11.9%
ARCC ARES CAPITAL CORP COM 0.0%
Value $7,221 Shares 415 Est. Cost $13.96 Unrealized -0.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $7,163 Shares 19 Est. Cost $152.39 Unrealized +184.1%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $7,062 Shares 80 Est. Cost $88.28 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value $6,810 Shares 210 Est. Cost $58.96 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value $6,728 Shares 78 Est. Cost $105.94 Unrealized -11.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $6,612 Shares 16 Est. Cost $464.23 Unrealized
TER TERADYNE INC COM 0.0%
Value $6,531 Shares 83 Est. Cost $61.85 Unrealized +45.2%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $6,484 Shares 45 Est. Cost $171.58 Unrealized -24.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value $6,453 Shares 158 Est. Cost $40.84 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value $6,383 Shares 135 Est. Cost $66.07 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value $6,310 Shares 44 Est. Cost $139.42 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $6,150 Shares 109 Est. Cost $58.72 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value $6,128 Shares 330 Est. Cost $24.30 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $6,030 Shares 105 Est. Cost $74.64 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value $5,990 Shares 14 Est. Cost $384.24 Unrealized +29.8%
FSK FS KKR CAP CORP COM 0.0%
Value $5,975 Shares 345 Est. Cost $11.76 Unrealized +6.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $5,954 Shares 90 Est. Cost $68.03 Unrealized
TGT TARGET CORP COM 0.0%
Value $5,920 Shares 39 Est. Cost $191.22 Unrealized -25.3%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value $5,920 Shares 342 Est. Cost $7.70 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $5,789 Shares 70 Est. Cost $102.03 Unrealized -20.8%
NFLX NETFLIX INC COM 0.0%
Value $5,737 Shares 24 Est. Cost $37.03 Unrealized -40.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $5,630 Shares 22 Est. Cost $143.32 Unrealized +110.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $5,609 Shares 81 Est. Cost $58.10 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value $5,404 Shares 184 Est. Cost $23.11 Unrealized +30.3%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value $5,319 Shares 145 Est. Cost $51.81 Unrealized
CATALENT INC COM 0.0%
Value $5,280 Shares 69 Est. Cost $56.30 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $5,277 Shares 159 Est. Cost $66.83 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value $5,123 Shares 182 Est. Cost $42.38 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $5,091 Shares 30 Est. Cost $70.34 Unrealized +23.1%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $4,965 Shares 589 Est. Cost $13.93 Unrealized
RITE AID CORP COM 0.0%
Value $4,870 Shares 1,000 Est. Cost $15.47 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $4,839 Shares 13 Est. Cost $448.81 Unrealized -11.2%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value $4,778 Shares 217 Est. Cost $23.39 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value $4,770 Shares 100 Est. Cost $47.70 Unrealized
ASAN ASANA INC CL A 0.0%
Value $4,768 Shares 200 Est. Cost $28.13 Unrealized -23.7%
STE STERIS PLC SHS USD 0.0%
Value $4,762 Shares 28 Est. Cost $141.56 Unrealized +39.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $4,721 Shares 108 Est. Cost $61.80 Unrealized
NIO NIO INC SPON ADS 0.0%
Value $4,647 Shares 300 Est. Cost $39.66 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value $4,622 Shares 115 Est. Cost $49.50 Unrealized -13.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $4,507 Shares 42 Est. Cost $125.97 Unrealized -15.5%
AZO AUTOZONE INC COM 0.0%
Value $4,395 Shares 2 Est. Cost $1158.08 Unrealized +88.1%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value $4,325 Shares 94 Est. Cost $23.96 Unrealized +80.9%
WSO WATSCO INC COM 0.0%
Value $4,247 Shares 16 Est. Cost $175.89 Unrealized +54.1%
RS RELIANCE INC COM 0.0%
Value $4,188 Shares 23 Est. Cost $113.17 Unrealized +62.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value $4,164 Shares 56 Est. Cost $77.69 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value $4,103 Shares 14 Est. Cost $51.09 Unrealized +66.5%
NWSA NEWS CORP NEW CL A 0.0%
Value $3,986 Shares 255 Est. Cost $12.66 Unrealized +28.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $3,938 Shares 83 Est. Cost $43.65 Unrealized
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.0%
Value $3,795 Shares 148 Est. Cost $25.96 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $3,790 Shares 100 Est. Cost $116.30 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value $3,752 Shares 388 Est. Cost $9.93 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value $3,728 Shares 44 Est. Cost $58.39 Unrealized +52.4%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value $3,484 Shares 40 Est. Cost $49.83 Unrealized +65.1%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $3,466 Shares 51 Est. Cost $77.26 Unrealized
JD JD.COM INC SPON ADR CL A 0.0%
Value $3,466 Shares 70 Est. Cost $35.23 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value $3,456 Shares 52 Est. Cost $48.85 Unrealized +46.7%
CNDT CONDUENT INC COM 0.0%
Value $3,420 Shares 1,000 Est. Cost $4.92 Unrealized -15.2%
BCPC BALCHEM CORP COM 0.0%
Value $3,403 Shares 27 Est. Cost $97.25 Unrealized +30.9%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $3,373 Shares 62 Est. Cost $55.48 Unrealized
OMCL OMNICELL COM COM 0.0%
Value $3,331 Shares 37 Est. Cost $76.72 Unrealized +36.9%
FISV FISERV INC COM 0.0%
Value $3,244 Shares 34 Est. Cost $109.63 Unrealized -7.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $3,185 Shares 15 Est. Cost $277.03 Unrealized
IT GARTNER INC COM 0.0%
Value $3,128 Shares 11 Est. Cost $152.69 Unrealized +83.6%
IEX IDEX CORP COM 0.0%
Value $3,076 Shares 15 Est. Cost $150.29 Unrealized +28.9%
KBE SPDR S&P BANK ETF 0.0%
Value $3,000 Shares 66 Est. Cost $45.37 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $2,967 Shares 148 Est. Cost $15.85 Unrealized +38.5%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value $2,907 Shares 55 Est. Cost $63.33 Unrealized -2.4%
CASY CASEYS GEN STORES INC COM 0.0%
Value $2,897 Shares 14 Est. Cost $159.01 Unrealized +27.8%
GMED GLOBUS MED INC CL A 0.0%
Value $2,799 Shares 46 Est. Cost $54.29 Unrealized +10.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $2,780 Shares 64 Est. Cost $72.48 Unrealized
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value $2,769 Shares 852 Est. Cost $9.16 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $2,724 Shares 74 Est. Cost $17.13 Unrealized +119.5%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $2,696 Shares 30 Est. Cost $127.00 Unrealized
CGNX COGNEX CORP COM 0.0%
Value $2,606 Shares 60 Est. Cost $48.62 Unrealized -9.1%
BURL BURLINGTON STORES INC COM 0.0%
Value $2,544 Shares 22 Est. Cost $209.01 Unrealized -30.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $2,496 Shares 300 Est. Cost $21.59 Unrealized -51.8%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value $2,453 Shares 37 Est. Cost $60.42 Unrealized +16.1%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $2,428 Shares 13 Est. Cost $135.61 Unrealized +38.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $2,421 Shares 37 Est. Cost $47.48 Unrealized +45.9%
OEF ISHARES S&P 100 ETF 0.0%
Value $2,395 Shares 14 Est. Cost $157.29 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $2,374 Shares 48 Est. Cost $54.56 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value $2,335 Shares 37 Est. Cost $41.64 Unrealized +63.4%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value $2,332 Shares 18 Est. Cost $161.78 Unrealized -24.0%
ADSK AUTODESK INC COM 0.0%
Value $2,310 Shares 12 Est. Cost $263.53 Unrealized -23.3%
TTC TORO CO COM 0.0%
Value $2,303 Shares 26 Est. Cost $76.58 Unrealized +11.8%
ICUI ICU MED INC COM 0.0%
Value $2,286 Shares 15 Est. Cost $172.09 Unrealized -3.3%
LSTR LANDSTAR SYS INC COM 0.0%
Value $2,221 Shares 15 Est. Cost $113.87 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value $2,217 Shares 27 Est. Cost $67.77 Unrealized +32.5%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value $2,122 Shares 50 Est. Cost $49.42 Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value $2,083 Shares 21 Est. Cost $160.40 Unrealized -19.9%
LFUS LITTELFUSE INC COM 0.0%
Value $2,073 Shares 10 Est. Cost $183.47 Unrealized +30.2%
ATR APTARGROUP INC COM 0.0%
Value $2,046 Shares 21 Est. Cost $105.01 Unrealized -5.4%
GWW GRAINGER W W INC COM 0.0%
Value $2,027 Shares 4 Est. Cost $371.45 Unrealized +37.3%
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value $1,966 Shares 266 Est. Cost $11.03 Unrealized -43.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $1,962 Shares 56 Est. Cost $25.28 Unrealized +25.8%
XME SPDR S&P METALS & MINING ETF 0.0%
Value $1,914 Shares 42 Est. Cost $44.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $1,853 Shares 32 Est. Cost $49.14 Unrealized +16.7%
TRNO TERRENO RLTY CORP COM 0.0%
Value $1,851 Shares 34 Est. Cost $54.15 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $1,850 Shares 30 Est. Cost $79.40 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value $1,842 Shares 23 Est. Cost $86.74 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $1,740 Shares 9 Est. Cost $277.27 Unrealized -22.5%
EQIX EQUINIX INC COM 0.0%
Value $1,737 Shares 3 Est. Cost $674.73 Unrealized -9.7%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $1,679 Shares 1 Est. Cost $1898.79 Unrealized -2.7%
BERRY GLOBAL GROUP INC COM 0.0%
Value $1,666 Shares 35 Est. Cost $47.49 Unrealized
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value $1,666 Shares 38 Est. Cost $59.53 Unrealized -13.9%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $1,527 Shares 12 Est. Cost $91.01 Unrealized +48.3%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value $1,521 Shares 26 Est. Cost $150.05 Unrealized -49.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value $1,521 Shares 222 Est. Cost $34.16 Unrealized -71.6%
AOS SMITH A O CORP COM 0.0%
Value $1,519 Shares 30 Est. Cost $43.33 Unrealized +24.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $1,505 Shares 1 Est. Cost $26.23 Unrealized +18.2%
DOW DOW INC COM 0.0%
Value $1,494 Shares 33 Est. Cost $51.79 Unrealized -19.9%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value $1,482 Shares 11 Est. Cost $158.45 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value $1,460 Shares 7 Est. Cost $331.87 Unrealized -29.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $1,436 Shares 2 Est. Cost $30.19 Unrealized +54.5%
SHOO MADDEN STEVEN LTD COM 0.0%
Value $1,427 Shares 52 Est. Cost $35.90 Unrealized -19.3%
THRM GENTHERM INC COM 0.0%
Value $1,419 Shares 27 Est. Cost $42.60 Unrealized +42.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $1,390 Shares 4 Est. Cost $424.73 Unrealized -10.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value $1,385 Shares 23 Est. Cost $58.32 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $1,328 Shares 27 Est. Cost $54.70 Unrealized -11.1%
PRAA PRA GROUP INC COM 0.0%
Value $1,322 Shares 40 Est. Cost $35.41 Unrealized +5.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $1,291 Shares 14 Est. Cost $87.21 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $1,286 Shares 6 Est. Cost $227.64 Unrealized +0.9%
NUVASIVE INC COM 0.0%
Value $1,275 Shares 29 Est. Cost $77.34 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $1,261 Shares 5 Est. Cost $231.36 Unrealized +12.0%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value $1,242 Shares 28 Est. Cost $35.63 Unrealized +13.5%
VLO VALERO ENERGY CORP COM 0.0%
Value $1,235 Shares 11 Est. Cost $40.57 Unrealized +144.9%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value $1,216 Shares 72 Est. Cost $21.43 Unrealized -2.5%
SMTC SEMTECH CORP COM 0.0%
Value $1,177 Shares 38 Est. Cost $50.09 Unrealized -6.4%
CSX CSX CORP COM 0.0%
Value $1,152 Shares 42 Est. Cost $29.58 Unrealized +0.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $1,143 Shares 25 Est. Cost $32.91 Unrealized +19.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $1,140 Shares 100 Est. Cost $30.14 Unrealized -56.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $1,133 Shares 1 Est. Cost $1096.55 Unrealized +13.3%
MPC MARATHON PETE CORP COM 0.0%
Value $1,131 Shares 11 Est. Cost $45.43 Unrealized +91.3%
ETN EATON CORP PLC SHS 0.0%
Value $1,102 Shares 8 Est. Cost $103.87 Unrealized +28.4%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $1,088 Shares 22 Est. Cost $64.18 Unrealized -10.3%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $1,085 Shares 2 Est. Cost $457.04 Unrealized +10.0%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value $1,057 Shares 14 Est. Cost $110.04 Unrealized
HESS CORP COM 0.0%
Value $1,051 Shares 9 Est. Cost $52.78 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value $1,049 Shares 5 Est. Cost $214.57 Unrealized -5.4%
MCK MCKESSON CORP COM 0.0%
Value $1,040 Shares 3 Est. Cost $161.42 Unrealized +111.4%
WAB WABTEC COM 0.0%
Value $1,014 Shares 12 Est. Cost $71.36 Unrealized +21.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $1,011 Shares 8 Est. Cost $106.93 Unrealized +17.3%
MCO MOODYS CORP COM 0.0%
Value $1,003 Shares 4 Est. Cost $267.92 Unrealized +5.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value $966 Shares 5 Est. Cost $139.80 Unrealized +38.4%
KLAC KLA CORP COM NEW 0.0%
Value $950 Shares 3 Est. Cost $220.47 Unrealized +51.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $929 Shares 69 Est. Cost $9.01 Unrealized +26.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value $923 Shares 4 Est. Cost $214.58 Unrealized +9.3%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $909 Shares 100 Est. Cost $28.19 Unrealized -62.0%
EQH EQUITABLE HLDGS INC COM 0.0%
Value $902 Shares 33 Est. Cost $20.60 Unrealized +26.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $891 Shares 17 Est. Cost $23.71 Unrealized -6.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $870 Shares 8 Est. Cost $154.64 Unrealized -34.2%
MSCI MSCI INC COM 0.0%
Value $863 Shares 2 Est. Cost $372.43 Unrealized +18.3%
EA ELECTRONIC ARTS INC COM 0.0%
Value $839 Shares 7 Est. Cost $125.41 Unrealized -1.0%
NOW SERVICENOW INC COM 0.0%
Value $783 Shares 2 Est. Cost $103.99 Unrealized -13.4%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value $768 Shares 20 Est. Cost $51.55 Unrealized
FMC FMC CORP COM NEW 0.0%
Value $764 Shares 7 Est. Cost $94.79 Unrealized +0.1%
IQV IQVIA HLDGS INC COM 0.0%
Value $745 Shares 4 Est. Cost $168.50 Unrealized +30.0%
EMN EASTMAN CHEM CO COM 0.0%
Value $745 Shares 10 Est. Cost $77.45 Unrealized +1.5%
TFC TRUIST FINL CORP COM 0.0%
Value $715 Shares 16 Est. Cost $35.66 Unrealized +12.7%
AME AMETEK INC COM 0.0%
Value $705 Shares 6 Est. Cost $108.90 Unrealized +7.6%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $704 Shares 9 Est. Cost $57.51 Unrealized +17.3%
ROST ROSS STORES INC COM 0.0%
Value $688 Shares 8 Est. Cost $99.15 Unrealized -17.6%
ALLY ALLY FINL INC COM 0.0%
Value $672 Shares 23 Est. Cost $25.55 Unrealized +14.4%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value $671 Shares 9 Est. Cost $96.00 Unrealized
EBAY EBAY INC. COM 0.0%
Value $670 Shares 18 Est. Cost $46.69 Unrealized -10.7%
ASIX ADVANSIX INC COM 0.0%
Value $636 Shares 19 Est. Cost $19.97 Unrealized +66.3%
MAS MASCO CORP COM 0.0%
Value $631 Shares 13 Est. Cost $50.31 Unrealized -2.9%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value $607 Shares 7 Est. Cost $79.28 Unrealized +12.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $604 Shares 4 Est. Cost $129.28 Unrealized +11.1%
DTE DTE ENERGY CO COM 0.0%
Value $585 Shares 5 Est. Cost $88.73 Unrealized +29.4%
APTIV PLC SHS 0.0%
Value $581 Shares 7 Est. Cost $130.29 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $571 Shares 7 Est. Cost $83.23 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $561 Shares 8 Est. Cost $70.73 Unrealized +4.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $558 Shares 10 Est. Cost $67.41 Unrealized -23.9%
LEN LENNAR CORP CL A 0.0%
Value $547 Shares 7 Est. Cost $69.65 Unrealized +6.3%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $524 Shares 2 Est. Cost $97.11 Unrealized +39.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $523 Shares 22 Est. Cost $22.25 Unrealized -3.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $513 Shares 6 Est. Cost $82.95 Unrealized +16.0%
CE CELANESE CORP DEL COM 0.0%
Value $471 Shares 5 Est. Cost $113.78 Unrealized -8.6%
ANSYS INC COM 0.0%
Value $456 Shares 2 Est. Cost $364.00 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $444 Shares 8 Est. Cost $59.63 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value $443 Shares 2 Est. Cost $381.92 Unrealized -40.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $440 Shares 4 Est. Cost $148.17 Unrealized -32.0%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value $433 Shares 4 Est. Cost $77.47 Unrealized +50.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $401 Shares 9 Est. Cost $42.36 Unrealized +15.2%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $394 Shares 12 Est. Cost $40.45 Unrealized -8.0%
WELL WELLTOWER INC COM 0.0%
Value $392 Shares 6 Est. Cost $52.89 Unrealized +35.8%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $379 Shares 17 Est. Cost $15.41 Unrealized +49.9%
ILMN ILLUMINA INC COM 0.0%
Value $374 Shares 2 Est. Cost $318.77 Unrealized -37.9%
CPAY CORPAY INC COM SHS 0.0%
Value $365 Shares 2 Est. Cost $256.74 Unrealized -16.5%
VRSN VERISIGN INC COM 0.0%
Value $359 Shares 2 Est. Cost $202.87 Unrealized -9.6%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $337 Shares 4 Est. Cost $102.10 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value $336 Shares 15 Est. Cost $36.21 Unrealized -27.8%
WYNN WYNN RESORTS LTD COM 0.0%
Value $323 Shares 5 Est. Cost $104.63 Unrealized -42.1%
GDDY GODADDY INC CL A 0.0%
Value $289 Shares 4 Est. Cost $78.52 Unrealized -4.1%
VFC V F CORP COM 0.0%
Value $282 Shares 9 Est. Cost $79.91 Unrealized -46.0%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value $270 Shares 100 Est. Cost $10.43 Unrealized -68.4%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $263 Shares 9 Est. Cost $49.32 Unrealized -30.7%
LXU LSB INDS INC COM 0.0%
Value $244 Shares 16 Est. Cost $4.90 Unrealized +189.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $230 Shares 2 Est. Cost $133.42 Unrealized
VMWARE INC CL A COM 0.0%
Value $217 Shares 2 Est. Cost $140.50 Unrealized
TWLO TWILIO INC CL A 0.0%
Value $209 Shares 3 Est. Cost $312.48 Unrealized -74.4%
AGNC AGNC INVT CORP COM 0.0%
Value $204 Shares 24 Est. Cost $15.58 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $179 Shares 9 Est. Cost $21.33 Unrealized -0.6%
DISH NETWORK CORPORATION CL A 0.0%
Value $163 Shares 11 Est. Cost $32.36 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $131 Shares 3 Est. Cost $68.77 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $126 Shares 2 Est. Cost $78.43 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $106 Shares 2 Est. Cost $42.00 Unrealized +11.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $86 Shares 2 Est. Cost $66.75 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value $69 Shares 1 Est. Cost $38.44 Unrealized +76.4%
COLOR STAR TECHNOLOGY CO LTD USD CL A ORD SHS 0.0%
Value $67 Shares 50 Est. Cost $1.34 Unrealized
WESTROCK CO COM 0.0%
Value $64 Shares 2 Est. Cost $43.00 Unrealized
OKTA OKTA INC CL A 0.0%
Value $58 Shares 1 Est. Cost $237.69 Unrealized -63.8%
ZIMVIE INC COM 0.0%
Value $31 Shares 3 Est. Cost $24.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value $27 Shares 2 Est. Cost $15.85 Unrealized -10.1%