Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $178,669 (100.0% shares, 0.0% debt)

Holdings (679)

SCHD SCHWAB US DIVIDEND EQUITY ETF 6.4%
Value ($000) $11,403 Shares 150,951 Est. Cost $63.17 Unrealized
AAPL APPLE INC COM 5.1%
Value ($000) $9,190 Shares 70,730 Est. Cost $121.94 Unrealized +15.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.9%
Value ($000) $7,031 Shares 15 Est. Cost $325723.70 Unrealized +37.8%
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $5,475 Shares 14,317 Est. Cost $353.49 Unrealized
VOO VANGUARD S&P 500 ETF 2.7%
Value ($000) $4,885 Shares 13,903 Est. Cost $324.31 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.2%
Value ($000) $3,876 Shares 55,073 Est. Cost $97.36 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2.1%
Value ($000) $3,804 Shares 34,004 Est. Cost $108.07 Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $3,579 Shares 14,923 Est. Cost $166.32 Unrealized +40.7%
CVX CHEVRON CORP NEW COM 2.0%
Value ($000) $3,503 Shares 19,515 Est. Cost $99.90 Unrealized +53.4%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.9%
Value ($000) $3,455 Shares 88,837 Est. Cost $31.29 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.8%
Value ($000) $3,243 Shares 43,136 Est. Cost $79.57 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.8%
Value ($000) $3,218 Shares 8,375 Est. Cost $417.77 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.7%
Value ($000) $3,004 Shares 93,249 Est. Cost $32.26 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.6%
Value ($000) $2,839 Shares 20,098 Est. Cost $140.17 Unrealized
VUG VANGUARD GROWTH ETF 1.5%
Value ($000) $2,603 Shares 12,214 Est. Cost $207.73 Unrealized
MRK MERCK & CO INC COM 1.3%
Value ($000) $2,341 Shares 21,100 Est. Cost $73.63 Unrealized +26.0%
PEP PEPSICO INC COM 1.2%
Value ($000) $2,203 Shares 12,196 Est. Cost $129.14 Unrealized +24.6%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,190 Shares 19,854 Est. Cost $55.15 Unrealized +74.6%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.2%
Value ($000) $2,161 Shares 70,768 Est. Cost $32.63 Unrealized
CVS CVS HEALTH CORP COM 1.2%
Value ($000) $2,125 Shares 22,806 Est. Cost $72.49 Unrealized +18.5%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $1,991 Shares 7,554 Est. Cost $186.34 Unrealized +31.6%
HD HOME DEPOT INC COM 1.0%
Value ($000) $1,864 Shares 5,901 Est. Cost $227.27 Unrealized +23.7%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.0%
Value ($000) $1,839 Shares 77,706 Est. Cost $25.62 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BD ETF 1.0%
Value ($000) $1,828 Shares 72,093 Est. Cost $25.53 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $1,733 Shares 50,680 Est. Cost $34.31 Unrealized
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $1,630 Shares 15,318 Est. Cost $123.24 Unrealized
NUE NUCOR CORP COM 0.9%
Value ($000) $1,610 Shares 12,213 Est. Cost $108.52 Unrealized +19.4%
SBCF SEACOAST BKG CORP FLA COM NEW 0.8%
Value ($000) $1,496 Shares 47,951 Est. Cost $33.38 Unrealized -4.7%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.8%
Value ($000) $1,484 Shares 36,497 Est. Cost $39.85 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $1,406 Shares 27,445 Est. Cost $37.23 Unrealized +8.0%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $1,311 Shares 7,418 Est. Cost $140.65 Unrealized +11.7%
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $1,282 Shares 38,706 Est. Cost $27.26 Unrealized +16.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.7%
Value ($000) $1,272 Shares 16,895 Est. Cost $80.96 Unrealized
AFL AFLAC INC COM 0.7%
Value ($000) $1,269 Shares 17,638 Est. Cost $48.37 Unrealized +29.2%
CMI CUMMINS INC COM 0.7%
Value ($000) $1,222 Shares 5,044 Est. Cost $205.34 Unrealized +7.5%
EOG EOG RES INC COM 0.7%
Value ($000) $1,178 Shares 9,092 Est. Cost $64.86 Unrealized +81.7%
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $1,169 Shares 25,282 Est. Cost $44.53 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.6%
Value ($000) $1,140 Shares 3,319 Est. Cost $297.01 Unrealized +8.3%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $1,112 Shares 7,334 Est. Cost $116.67 Unrealized +11.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,105 Shares 14,820 Est. Cost $76.47 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,101 Shares 23,101 Est. Cost $42.74 Unrealized -3.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,037 Shares 4,339 Est. Cost $179.00 Unrealized +27.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,034 Shares 7,615 Est. Cost $117.93 Unrealized
PCAR PACCAR INC COM 0.6%
Value ($000) $1,023 Shares 10,334 Est. Cost $51.99 Unrealized +9.7%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $933 Shares 3,504 Est. Cost $247.06 Unrealized
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $933 Shares 3,759 Est. Cost $209.17 Unrealized +9.4%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $901 Shares 8,195 Est. Cost $121.97 Unrealized -10.8%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.5%
Value ($000) $857 Shares 33,265 Est. Cost $25.86 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.5%
Value ($000) $850 Shares 11,412 Est. Cost $118.08 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.5%
Value ($000) $828 Shares 18,439 Est. Cost $50.73 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $800 Shares 4,590 Est. Cost $177.64 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.4%
Value ($000) $792 Shares 18,516 Est. Cost $42.80 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.4%
Value ($000) $781 Shares 16,457 Est. Cost $56.70 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $777 Shares 9,858 Est. Cost $59.79 Unrealized +16.6%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $767 Shares 1,577 Est. Cost $388.52 Unrealized +9.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $734 Shares 12,679 Est. Cost $56.35 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.4%
Value ($000) $732 Shares 14,885 Est. Cost $46.00 Unrealized +8.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $727 Shares 24,491 Est. Cost $29.22 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.4%
Value ($000) $723 Shares 6,937 Est. Cost $104.19 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.4%
Value ($000) $723 Shares 3,959 Est. Cost $149.56 Unrealized
INVESCO BULLETSHARES 2023 CORP BD ETF 0.4%
Value ($000) $714 Shares 34,025 Est. Cost $20.95 Unrealized
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.4%
Value ($000) $698 Shares 17,936 Est. Cost $39.17 Unrealized
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $680 Shares 4,333 Est. Cost $138.55 Unrealized +10.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.4%
Value ($000) $661 Shares 5,033 Est. Cost $125.12 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.4%
Value ($000) $660 Shares 32,225 Est. Cost $20.68 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.4%
Value ($000) $656 Shares 14,402 Est. Cost $53.30 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.4%
Value ($000) $655 Shares 2,446 Est. Cost $223.38 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $650 Shares 4,022 Est. Cost $92.95 Unrealized +47.6%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $643 Shares 3,891 Est. Cost $152.27 Unrealized -0.2%
XSD SPDR S&P SEMICONDUCTOR ETF 0.4%
Value ($000) $639 Shares 3,819 Est. Cost $144.02 Unrealized
BA BOEING CO COM 0.4%
Value ($000) $635 Shares 3,334 Est. Cost $207.31 Unrealized -21.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $608 Shares 4,532 Est. Cost $116.19 Unrealized +1.3%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $606 Shares 15,952 Est. Cost $44.48 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.3%
Value ($000) $605 Shares 8,142 Est. Cost $91.91 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $594 Shares 1,793 Est. Cost $292.36 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.3%
Value ($000) $586 Shares 30,403 Est. Cost $21.24 Unrealized
FTNT FORTINET INC COM 0.3%
Value ($000) $585 Shares 11,956 Est. Cost $52.95 Unrealized -1.6%
MBB ISHARES MBS ETF 0.3%
Value ($000) $577 Shares 6,226 Est. Cost $108.52 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $573 Shares 5,834 Est. Cost $91.55 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $563 Shares 6,340 Est. Cost $109.78 Unrealized -13.7%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $558 Shares 6,640 Est. Cost $124.98 Unrealized -21.0%
ORCL ORACLE CORP COM 0.3%
Value ($000) $536 Shares 6,558 Est. Cost $68.92 Unrealized +6.2%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $526 Shares 1,438 Est. Cost $159.36 Unrealized +117.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $520 Shares 6,136 Est. Cost $98.94 Unrealized
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $505 Shares 6,924 Est. Cost $53.35 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $501 Shares 5,768 Est. Cost $137.45 Unrealized -32.0%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $500 Shares 3,999 Est. Cost $117.72 Unrealized
RTX RTX CORPORATION COM 0.3%
Value ($000) $471 Shares 4,663 Est. Cost $72.35 Unrealized +21.1%
RJF RAYMOND JAMES FINL INC COM 0.3%
Value ($000) $458 Shares 4,282 Est. Cost $65.56 Unrealized +63.2%
KO COCA COLA CO COM 0.3%
Value ($000) $455 Shares 7,157 Est. Cost $44.77 Unrealized +22.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $441 Shares 5,681 Est. Cost $77.77 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $438 Shares 1,712 Est. Cost $254.06 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $413 Shares 4,939 Est. Cost $69.85 Unrealized +5.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $408 Shares 770 Est. Cost $245.91 Unrealized +103.5%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $406 Shares 4,727 Est. Cost $56.04 Unrealized +26.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $405 Shares 17,821 Est. Cost $25.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $403 Shares 1,306 Est. Cost $310.45 Unrealized -4.3%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $402 Shares 4,554 Est. Cost $109.03 Unrealized -13.5%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $399 Shares 9,158 Est. Cost $37.09 Unrealized -1.0%
BIIB BIOGEN INC COM 0.2%
Value ($000) $385 Shares 1,391 Est. Cost $213.81 Unrealized +32.1%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.2%
Value ($000) $383 Shares 8,393 Est. Cost $45.28 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $370 Shares 1,157 Est. Cost $165.43 Unrealized +89.2%
T AT&T INC COM 0.2%
Value ($000) $356 Shares 19,318 Est. Cost $16.54 Unrealized -8.7%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $355 Shares 5,412 Est. Cost $62.05 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $348 Shares 1,324 Est. Cost $205.32 Unrealized +18.2%
WMT WALMART INC COM 0.2%
Value ($000) $345 Shares 2,436 Est. Cost $42.08 Unrealized +8.5%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $343 Shares 5,569 Est. Cost $55.50 Unrealized +6.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $338 Shares 2,713 Est. Cost $132.07 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $314 Shares 2,253 Est. Cost $80.16 Unrealized +0.2%
AIR AAR CORP COM 0.2%
Value ($000) $299 Shares 6,664 Est. Cost $43.55 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.2%
Value ($000) $299 Shares 2,368 Est. Cost $115.98 Unrealized +7.6%
UNP UNION PAC CORP COM 0.2%
Value ($000) $291 Shares 1,405 Est. Cost $173.79 Unrealized +9.4%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $289 Shares 27,996 Est. Cost $18.54 Unrealized -46.4%
V VISA INC COM CL A 0.2%
Value ($000) $284 Shares 1,364 Est. Cost $191.95 Unrealized +2.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $281 Shares 2,596 Est. Cost $93.71 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $280 Shares 6,106 Est. Cost $51.16 Unrealized
HCI HCI GROUP INC COM 0.2%
Value ($000) $275 Shares 6,957 Est. Cost $68.74 Unrealized -46.4%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $259 Shares 7,705 Est. Cost $42.85 Unrealized -21.7%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $256 Shares 3,100 Est. Cost $76.41 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $251 Shares 944 Est. Cost $241.31 Unrealized -5.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $251 Shares 6,777 Est. Cost $37.23 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $250 Shares 5,378 Est. Cost $28.58 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $248 Shares 1,220 Est. Cost $191.54 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $248 Shares 2,706 Est. Cost $91.45 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $246 Shares 9,320 Est. Cost $49.21 Unrealized -45.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $242 Shares 7,353 Est. Cost $34.73 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $237 Shares 1,104 Est. Cost $155.28 Unrealized +15.1%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $232 Shares 874 Est. Cost $166.73 Unrealized +74.5%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $229 Shares 658 Est. Cost $282.85 Unrealized +14.3%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $225 Shares 6,432 Est. Cost $90.01 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $224 Shares 411 Est. Cost $468.33 Unrealized +5.7%
F FORD MTR CO DEL COM 0.1%
Value ($000) $222 Shares 19,055 Est. Cost $9.34 Unrealized +7.8%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $221 Shares 800 Est. Cost $233.39 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $220 Shares 2,759 Est. Cost $56.17 Unrealized +25.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $219 Shares 1,553 Est. Cost $100.02 Unrealized +23.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $215 Shares 4,479 Est. Cost $63.71 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $215 Shares 2,565 Est. Cost $102.07 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $212 Shares 4,996 Est. Cost $41.86 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $209 Shares 2,901 Est. Cost $53.08 Unrealized +22.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $208 Shares 14,081 Est. Cost $16.63 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $208 Shares 3,333 Est. Cost $46.40 Unrealized +43.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $204 Shares 1,854 Est. Cost $78.67 Unrealized +24.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $181 Shares 1,044 Est. Cost $120.80 Unrealized +22.5%
TSLA TESLA INC COM 0.1%
Value ($000) $181 Shares 1,470 Est. Cost $256.01 Unrealized -26.0%
AEROJET ROCKETDYNE HLDGS INC COM 0.1%
Value ($000) $175 Shares 3,128 Est. Cost $40.57 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $175 Shares 3,296 Est. Cost $51.17 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $173 Shares 3,465 Est. Cost $50.11 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $172 Shares 2,493 Est. Cost $66.44 Unrealized +0.3%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $172 Shares 5,933 Est. Cost $31.48 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $170 Shares 1,615 Est. Cost $125.38 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.1%
Value ($000) $168 Shares 2,605 Est. Cost $61.94 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $167 Shares 1,132 Est. Cost $121.86 Unrealized +16.8%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $167 Shares 1,207 Est. Cost $75.57 Unrealized +67.2%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $166 Shares 1,108 Est. Cost $82.80 Unrealized +79.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $163 Shares 1,948 Est. Cost $43.98 Unrealized +65.8%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $163 Shares 681 Est. Cost $176.93 Unrealized +16.8%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $159 Shares 5,396 Est. Cost $30.22 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $154 Shares 975 Est. Cost $118.80 Unrealized +17.2%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $150 Shares 800 Est. Cost $137.75 Unrealized +22.9%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $149 Shares 1,326 Est. Cost $132.30 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $148 Shares 3,628 Est. Cost $42.18 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $147 Shares 3,242 Est. Cost $40.84 Unrealized +2.7%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $146 Shares 3,061 Est. Cost $52.90 Unrealized
MRNA MODERNA INC COM 0.1%
Value ($000) $145 Shares 809 Est. Cost $139.19 Unrealized +17.5%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $143 Shares 1,444 Est. Cost $83.52 Unrealized +4.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $140 Shares 1,409 Est. Cost $74.07 Unrealized +17.1%
HUM HUMANA INC COM 0.1%
Value ($000) $140 Shares 273 Est. Cost $404.20 Unrealized +25.7%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $138 Shares 1,673 Est. Cost $84.23 Unrealized
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.1%
Value ($000) $135 Shares 7,321 Est. Cost $18.45 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $135 Shares 481 Est. Cost $242.15 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $129 Shares 3,315 Est. Cost $38.01 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $129 Shares 1,605 Est. Cost $61.86 Unrealized +2.2%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $127 Shares 2,572 Est. Cost $95.90 Unrealized -46.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $127 Shares 1,494 Est. Cost $72.69 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $125 Shares 739 Est. Cost $153.55 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $125 Shares 3,064 Est. Cost $40.72 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $124 Shares 830 Est. Cost $116.58 Unrealized +28.0%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $122 Shares 369 Est. Cost $194.29 Unrealized +53.8%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $121 Shares 1,813 Est. Cost $45.89 Unrealized +26.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $120 Shares 3,651 Est. Cost $37.84 Unrealized -14.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $119 Shares 624 Est. Cost $187.99 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $119 Shares 1,249 Est. Cost $85.63 Unrealized -5.5%
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $118 Shares 4,992 Est. Cost $21.28 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $117 Shares 972 Est. Cost $224.70 Unrealized -48.1%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.1%
Value ($000) $116 Shares 4,127 Est. Cost $36.13 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $115 Shares 1,948 Est. Cost $52.93 Unrealized +15.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $111 Shares 1,269 Est. Cost $71.76 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $110 Shares 1,163 Est. Cost $111.68 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $110 Shares 507 Est. Cost $172.01 Unrealized +48.0%
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $109 Shares 8,831 Est. Cost $23.74 Unrealized -32.9%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $105 Shares 721 Est. Cost $20.49 Unrealized -28.5%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $105 Shares 868 Est. Cost $113.81 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $104 Shares 319 Est. Cost $295.17 Unrealized +1.9%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.1%
Value ($000) $104 Shares 1,012 Est. Cost $111.29 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $103 Shares 2,766 Est. Cost $37.31 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $103 Shares 987 Est. Cost $86.88 Unrealized +5.2%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $101 Shares 718 Est. Cost $90.70 Unrealized +53.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $98 Shares 720 Est. Cost $108.94 Unrealized +3.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $98 Shares 396 Est. Cost $166.15 Unrealized +32.7%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $96 Shares 211 Est. Cost $472.62 Unrealized -0.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $95 Shares 173 Est. Cost $375.20 Unrealized +39.9%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $94 Shares 929 Est. Cost $85.41 Unrealized -4.8%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $94 Shares 2,704 Est. Cost $40.79 Unrealized -16.3%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $94 Shares 1,800 Est. Cost $87.40 Unrealized
HOG HARLEY DAVIDSON INC COM 0.1%
Value ($000) $93 Shares 2,244 Est. Cost $29.41 Unrealized +44.8%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $93 Shares 508 Est. Cost $179.98 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $93 Shares 4,529 Est. Cost $20.52 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $93 Shares 882 Est. Cost $183.78 Unrealized -25.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $92 Shares 986 Est. Cost $59.47 Unrealized +40.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $89 Shares 1,071 Est. Cost $62.39 Unrealized +19.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $88 Shares 359 Est. Cost $174.44 Unrealized +33.6%
NKE NIKE INC CL B 0.0%
Value ($000) $87 Shares 743 Est. Cost $146.08 Unrealized -34.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $86 Shares 423 Est. Cost $178.18 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $86 Shares 963 Est. Cost $50.08 Unrealized +55.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $85 Shares 1,184 Est. Cost $79.06 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $85 Shares 1,142 Est. Cost $112.14 Unrealized -29.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $84 Shares 421 Est. Cost $179.81 Unrealized +4.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $84 Shares 984 Est. Cost $79.52 Unrealized -3.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $84 Shares 1,727 Est. Cost $50.22 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $83 Shares 2,021 Est. Cost $36.07 Unrealized +13.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $82 Shares 2,358 Est. Cost $39.56 Unrealized -24.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $80 Shares 2,026 Est. Cost $40.90 Unrealized -24.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $79 Shares 308 Est. Cost $180.28 Unrealized +33.7%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $79 Shares 1,325 Est. Cost $58.00 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $78 Shares 854 Est. Cost $71.88 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $77 Shares 924 Est. Cost $54.00 Unrealized -10.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $77 Shares 713 Est. Cost $110.15 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $76 Shares 6,000 Est. Cost $20.34 Unrealized -33.3%
CDW CDW CORP COM 0.0%
Value ($000) $74 Shares 416 Est. Cost $122.84 Unrealized +37.5%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $74 Shares 1,059 Est. Cost $73.14 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $73 Shares 964 Est. Cost $38.07 Unrealized +77.8%
LAM RESEARCH CORP COM 0.0%
Value ($000) $73 Shares 173 Est. Cost $297.60 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $72 Shares 454 Est. Cost $118.25 Unrealized +12.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $71 Shares 1,278 Est. Cost $68.24 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $71 Shares 500 Est. Cost $158.45 Unrealized -6.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $71 Shares 911 Est. Cost $80.59 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $70 Shares 1,228 Est. Cost $55.78 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $70 Shares 1,496 Est. Cost $31.56 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $69 Shares 326 Est. Cost $218.51 Unrealized -14.6%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $69 Shares 1,979 Est. Cost $31.78 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $68 Shares 700 Est. Cost $84.82 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $67 Shares 532 Est. Cost $89.33 Unrealized +28.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $67 Shares 222 Est. Cost $195.70 Unrealized +46.0%
MET METLIFE INC COM 0.0%
Value ($000) $66 Shares 908 Est. Cost $59.90 Unrealized +8.7%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $65 Shares 2,650 Est. Cost $24.08 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $38.45 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $63 Shares 404 Est. Cost $108.68 Unrealized +26.8%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $63 Shares 570 Est. Cost $109.01 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $63 Shares 819 Est. Cost $68.51 Unrealized +7.9%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $62 Shares 2,874 Est. Cost $21.63 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $50.72 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $62 Shares 638 Est. Cost $110.48 Unrealized
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $62 Shares 1,707 Est. Cost $37.91 Unrealized -19.1%
CANO HEALTH INC COM CL A 0.0%
Value ($000) $61 Shares 44,856 Est. Cost $3.52 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $61 Shares 1,239 Est. Cost $47.58 Unrealized +2.0%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $61 Shares 1,495 Est. Cost $38.96 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $60 Shares 411 Est. Cost $209.29 Unrealized -31.6%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $60 Shares 3,434 Est. Cost $16.55 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $59 Shares 648 Est. Cost $84.99 Unrealized -4.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $59 Shares 631 Est. Cost $107.56 Unrealized -13.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $59 Shares 454 Est. Cost $128.02 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $58 Shares 648 Est. Cost $75.59 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $58 Shares 168 Est. Cost $220.88 Unrealized +43.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $57 Shares 910 Est. Cost $52.73 Unrealized +10.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $56 Shares 346 Est. Cost $84.38 Unrealized +89.4%
FDX FEDEX CORP COM 0.0%
Value ($000) $56 Shares 320 Est. Cost $208.31 Unrealized -25.6%
STT STATE STR CORP COM 0.0%
Value ($000) $54 Shares 693 Est. Cost $79.81 Unrealized -17.2%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $53 Shares 364 Est. Cost $145.93 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $53 Shares 1,655 Est. Cost $31.62 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $53 Shares 197 Est. Cost $287.85 Unrealized -8.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $52 Shares 444 Est. Cost $44.77 Unrealized +144.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $52 Shares 340 Est. Cost $137.66 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $50 Shares 163 Est. Cost $263.36 Unrealized -1.5%
INTU INTUIT COM 0.0%
Value ($000) $50 Shares 129 Est. Cost $401.48 Unrealized -3.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $49 Shares 284 Est. Cost $84.80 Unrealized +87.6%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $49 Shares 280 Est. Cost $163.33 Unrealized +3.6%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $49 Shares 1,725 Est. Cost $28.28 Unrealized
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $49 Shares 2,570 Est. Cost $19.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $48 Shares 1,415 Est. Cost $52.81 Unrealized -32.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $47 Shares 185 Est. Cost $233.98 Unrealized +10.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $47 Shares 460 Est. Cost $76.33 Unrealized +11.1%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $46 Shares 138 Est. Cost $278.57 Unrealized +15.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $46 Shares 919 Est. Cost $54.64 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $46 Shares 2,648 Est. Cost $14.85 Unrealized -0.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $45 Shares 981 Est. Cost $35.33 Unrealized +11.1%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $43 Shares 415 Est. Cost $94.15 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $42 Shares 201 Est. Cost $228.69 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $42 Shares 98 Est. Cost $334.42 Unrealized +16.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $42 Shares 500 Est. Cost $62.90 Unrealized +21.8%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.0%
Value ($000) $42 Shares 1,628 Est. Cost $25.64 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $42 Shares 144 Est. Cost $203.14 Unrealized +50.0%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $41 Shares 728 Est. Cost $121.20 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $41 Shares 133 Est. Cost $250.71 Unrealized +16.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $41 Shares 998 Est. Cost $24.88 Unrealized +30.6%
CRM SALESFORCE INC COM 0.0%
Value ($000) $39 Shares 293 Est. Cost $168.22 Unrealized -14.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $39 Shares 404 Est. Cost $67.58 Unrealized +25.1%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $38 Shares 4,029 Est. Cost $14.98 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $38 Shares 197 Est. Cost $197.74 Unrealized
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $37 Shares 5,000 Est. Cost $9.13 Unrealized -1.3%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $37 Shares 295 Est. Cost $97.94 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $37 Shares 402 Est. Cost $121.06 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $36 Shares 1,020 Est. Cost $46.99 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $35 Shares 978 Est. Cost $33.45 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $35 Shares 557 Est. Cost $51.97 Unrealized +3.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $35 Shares 275 Est. Cost $91.47 Unrealized +24.9%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $35 Shares 250 Est. Cost $124.55 Unrealized +2.6%
SAP SAP SE SPON ADR 0.0%
Value ($000) $35 Shares 337 Est. Cost $140.11 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $35 Shares 229 Est. Cost $126.78 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $35 Shares 890 Est. Cost $38.99 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $34 Shares 1,141 Est. Cost $26.21 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $34 Shares 570 Est. Cost $48.59 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $34 Shares 805 Est. Cost $44.06 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $33 Shares 708 Est. Cost $34.74 Unrealized +17.5%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $33 Shares 2,528 Est. Cost $21.61 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $32 Shares 3,971 Est. Cost $13.23 Unrealized -25.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $32 Shares 934 Est. Cost $15.05 Unrealized
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $32 Shares 750 Est. Cost $49.30 Unrealized -25.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $32 Shares 44 Est. Cost $410.21 Unrealized +78.9%
BLACKROCK INC COM 0.0%
Value ($000) $31 Shares 44 Est. Cost $869.43 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $31 Shares 680 Est. Cost $51.27 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $31 Shares 5,000 Est. Cost Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $30 Shares 190 Est. Cost $137.07 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 852 Est. Cost $37.74 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $30 Shares 25 Est. Cost $1490.52 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $29 Shares 248 Est. Cost $111.34 Unrealized +0.8%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $29 Shares 1,133 Est. Cost $31.50 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $29 Shares 175 Est. Cost $152.34 Unrealized +2.4%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $29 Shares 425 Est. Cost $64.32 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 137 Est. Cost $213.82 Unrealized -1.3%
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $28 Shares 1,114 Est. Cost $26.90 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $266.05 Unrealized -3.6%
AGCO AGCO CORP COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $63.78 Unrealized +75.2%
GLW CORNING INC COM 0.0%
Value ($000) $28 Shares 865 Est. Cost $26.74 Unrealized +11.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $27 Shares 268 Est. Cost $123.92 Unrealized -22.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $27 Shares 537 Est. Cost $70.00 Unrealized -29.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $27 Shares 235 Est. Cost $103.58 Unrealized +2.8%
MMM 3M CO COM 0.0%
Value ($000) $27 Shares 227 Est. Cost $97.84 Unrealized -7.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $27 Shares 350 Est. Cost $64.67 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $26 Shares 1,290 Est. Cost $20.14 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $25 Shares 678 Est. Cost $38.95 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $25 Shares 549 Est. Cost $31.37 Unrealized +11.7%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $25 Shares 161 Est. Cost $133.20 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $25 Shares 44 Est. Cost $28.74 Unrealized +65.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $24 Shares 168 Est. Cost $158.55 Unrealized -10.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $81.49 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $24 Shares 46 Est. Cost $281.95 Unrealized +71.8%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 308 Est. Cost $64.52 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $22 Shares 278 Est. Cost $68.31 Unrealized +3.1%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $22 Shares 221 Est. Cost $91.95 Unrealized -4.7%
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $22 Shares 468 Est. Cost $50.03 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $22 Shares 582 Est. Cost $33.23 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $22 Shares 168 Est. Cost $122.45 Unrealized +4.7%
EIX EDISON INTL COM 0.0%
Value ($000) $21 Shares 336 Est. Cost $52.88 Unrealized +0.6%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $21 Shares 307 Est. Cost $61.85 Unrealized -5.6%
RY ROYAL BK CDA COM 0.0%
Value ($000) $21 Shares 224 Est. Cost $94.40 Unrealized 0.0%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $21 Shares 499 Est. Cost $42.44 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $21 Shares 460 Est. Cost $47.92 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $20 Shares 195 Est. Cost $77.74 Unrealized +25.7%
CBZ CBIZ INC COM 0.0%
Value ($000) $19 Shares 406 Est. Cost $29.45 Unrealized +61.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $19 Shares 300 Est. Cost $147.81 Unrealized -58.3%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $18 Shares 114 Est. Cost $150.94 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $18 Shares 930 Est. Cost $39.05 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $18 Shares 1,423 Est. Cost $20.28 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $17 Shares 347 Est. Cost $67.74 Unrealized -20.6%
BALL BALL CORP COM 0.0%
Value ($000) $17 Shares 332 Est. Cost $58.57 Unrealized -15.5%
SRE SEMPRA COM 0.0%
Value ($000) $17 Shares 108 Est. Cost $71.76 Unrealized -2.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 233 Est. Cost $66.95 Unrealized -10.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 229 Est. Cost $71.44 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $16 Shares 398 Est. Cost $57.91 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $16 Shares 314 Est. Cost $55.58 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $16 Shares 46 Est. Cost $517.14 Unrealized -32.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $132.37 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $15 Shares 153 Est. Cost $123.48 Unrealized -18.2%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $15 Shares 1,470 Est. Cost $6.60 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $15 Shares 340 Est. Cost $47.90 Unrealized -10.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $15 Shares 230 Est. Cost $22.79 Unrealized +129.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $15 Shares 194 Est. Cost $83.77 Unrealized -12.3%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $15 Shares 100 Est. Cost $72.71 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $15 Shares 450 Est. Cost $43.33 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $15 Shares 203 Est. Cost $79.06 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $14 Shares 146 Est. Cost $92.23 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $14 Shares 169 Est. Cost $108.54 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $14 Shares 550 Est. Cost $28.81 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $14 Shares 288 Est. Cost $55.19 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $85.51 Unrealized +210.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $14 Shares 195 Est. Cost $164.60 Unrealized -51.5%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 475 Est. Cost $30.25 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 274 Est. Cost $50.65 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $14 Shares 64 Est. Cost $110.63 Unrealized +80.6%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $14 Shares 210 Est. Cost $66.35 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $13 Shares 60 Est. Cost $32.56 Unrealized +23.5%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 504 Est. Cost $27.44 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $13 Shares 260 Est. Cost $55.24 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $9.17 Unrealized +30.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 261 Est. Cost $49.51 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $24.07 Unrealized -68.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.34 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $13 Shares 88 Est. Cost $154.54 Unrealized -4.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $12 Shares 56 Est. Cost $191.54 Unrealized +4.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $109.57 Unrealized +23.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $12 Shares 146 Est. Cost $65.81 Unrealized +0.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $12 Shares 348 Est. Cost $29.99 Unrealized 0.0%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $12 Shares 390 Est. Cost $35.41 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $12 Shares 168 Est. Cost $58.05 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $11 Shares 393 Est. Cost $24.65 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 1,211 Est. Cost $18.66 Unrealized -39.5%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 59 Est. Cost $155.15 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $11 Shares 72 Est. Cost $142.16 Unrealized +3.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $11 Shares 82 Est. Cost $129.42 Unrealized -12.2%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $11 Shares 263 Est. Cost $49.18 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $11 Shares 997 Est. Cost $12.84 Unrealized -29.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $11 Shares 72 Est. Cost $125.49 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $11 Shares 319 Est. Cost $25.28 Unrealized +14.4%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $11 Shares 343 Est. Cost $34.78 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $95.33 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $206.31 Unrealized -26.5%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 99 Est. Cost $87.51 Unrealized +12.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $10 Shares 370 Est. Cost $27.15 Unrealized -19.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $24.67 Unrealized +38.9%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $110.42 Unrealized -5.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 Shares 1,275 Est. Cost $6.14 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $10 Shares 231 Est. Cost $35.41 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $34.63 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $10 Shares 39 Est. Cost $299.44 Unrealized -20.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $10 Shares 414 Est. Cost $28.16 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 564 Est. Cost $21.16 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $205.40 Unrealized -26.9%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 196 Est. Cost $49.94 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.71 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $51.19 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $43.30 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $9 Shares 55 Est. Cost $160.72 Unrealized -8.1%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $9 Shares 322 Est. Cost $31.78 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $9 Shares 73 Est. Cost $139.48 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $123.07 Unrealized +26.5%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 386 Est. Cost $27.96 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 274 Est. Cost $37.65 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 454 Est. Cost $18.93 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $8 Shares 131 Est. Cost $37.67 Unrealized +75.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $8 Shares 97 Est. Cost $98.98 Unrealized -14.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $8 Shares 338 Est. Cost $28.61 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 358 Est. Cost $22.94 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $85.11 Unrealized +113.4%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $8 Shares 246 Est. Cost $40.05 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $8 Shares 125 Est. Cost $46.07 Unrealized +3.7%
KELLANOVA COM 0.0%
Value ($000) $8 Shares 112 Est. Cost $60.91 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $36.03 Unrealized -22.1%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $8 Shares 115 Est. Cost $71.78 Unrealized -8.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $8 Shares 210 Est. Cost $58.96 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $8 Shares 253 Est. Cost $10.27 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 415 Est. Cost $13.96 Unrealized -0.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $105.94 Unrealized -12.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $246.89 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $66.07 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $7 Shares 561 Est. Cost $16.71 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $7 Shares 83 Est. Cost $61.85 Unrealized +36.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $7 Shares 16 Est. Cost $464.23 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.42 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $74.64 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $7 Shares 90 Est. Cost $68.03 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.33 Unrealized -24.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $152.39 Unrealized +129.9%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $7 Shares 158 Est. Cost $40.84 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.72 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $171.58 Unrealized -28.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.06 Unrealized 0.0%
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $6 Shares 361 Est. Cost $17.46 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $82.92 Unrealized +50.6%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $6 Shares 330 Est. Cost $24.30 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $6 Shares 345 Est. Cost $11.76 Unrealized -2.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 81 Est. Cost $58.10 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $6 Shares 345 Est. Cost $7.70 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $6 Shares 14 Est. Cost $384.24 Unrealized +5.0%
TGT TARGET CORP COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $191.22 Unrealized -26.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.11 Unrealized +19.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $448.81 Unrealized -10.0%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 141 Est. Cost $37.92 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $125.97 Unrealized -10.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 145 Est. Cost $51.81 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $5 Shares 178 Est. Cost $42.38 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $143.32 Unrealized +64.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $5 Shares 28 Est. Cost $141.56 Unrealized +20.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 108 Est. Cost $61.80 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.70 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $1158.08 Unrealized +108.7%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 217 Est. Cost $23.39 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $23.96 Unrealized +109.5%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 44 Est. Cost $58.39 Unrealized +69.4%
RS RELIANCE INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $113.17 Unrealized +75.9%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $5 Shares 255 Est. Cost $12.66 Unrealized +33.7%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $71.46 Unrealized +9.5%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized -15.7%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $4 Shares 196 Est. Cost $22.86 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $209.01 Unrealized -23.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $219.00 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $77.69 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $43.65 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $225.72 Unrealized -0.4%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 388 Est. Cost $9.93 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $142.19 Unrealized 0.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.92 Unrealized -22.1%
WSO WATSCO INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $175.89 Unrealized +49.5%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $4 Shares 70 Est. Cost $35.23 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $218.14 Unrealized +0.7%
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $4 Shares 188 Est. Cost $19.95 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +40.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $40.97 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $152.69 Unrealized +111.4%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $49.83 Unrealized +82.8%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $71.96 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $3 Shares 205 Est. Cost $16.80 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $109.63 Unrealized -9.2%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +42.9%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $54.29 Unrealized +25.4%
RITE AID CORP COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $15.47 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 300 Est. Cost $21.59 Unrealized -53.4%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.25 Unrealized +32.8%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +38.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $277.03 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +40.7%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.73 Unrealized +1.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $116.30 Unrealized
CATALENT INC COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $56.30 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $17.13 Unrealized +126.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.37 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $76.58 Unrealized +38.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $47.48 Unrealized +47.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $72.48 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.62 Unrealized -5.9%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +8.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $63.33 Unrealized -14.9%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $161.78 Unrealized -13.7%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $35.66 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $157.29 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
MARB FIRST TRUST MERGER ARBITRAGE ETF 0.0%
Value ($000) $2 Shares 120 Est. Cost $20.18 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $277.27 Unrealized -12.1%
ICUI ICU MED INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $172.09 Unrealized -11.6%
ADBE ADOBE INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $358.90 Unrealized -10.9%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $160.40 Unrealized -39.3%
ATR APTARGROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $105.01 Unrealized -6.2%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +30.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $263.53 Unrealized -23.9%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized +47.7%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized +13.5%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $25.28 Unrealized +34.2%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized +21.6%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.42 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 53 Est. Cost $110.11 Unrealized -52.5%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +39.8%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.53 Unrealized -14.5%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized -1.6%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized -14.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +6.1%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
OMCL OMNICELL COM COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $76.72 Unrealized -21.7%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.30 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 222 Est. Cost $34.16 Unrealized -74.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.28 Unrealized +2.3%
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +51.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.10 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -35.1%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +54.1%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $79.40 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +22.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized -0.9%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $30.19 Unrealized +78.1%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.79 Unrealized -21.8%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized -19.2%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $150.05 Unrealized -56.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -8.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $105.53 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized -5.7%
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $44.08 Unrealized
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $2 Shares 852 Est. Cost $9.16 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.36 Unrealized +19.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +22.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +181.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $26.23 Unrealized +13.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $58.32 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.41 Unrealized -7.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.08 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $66.83 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized -2.9%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized +10.2%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized +8.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.14 Unrealized -50.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +56.1%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +31.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +30.6%
NUVASIVE INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $77.34 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +5.4%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +53.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +127.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized -0.6%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.14 Unrealized
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.09 Unrealized -43.4%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.48 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized +38.7%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +32.8%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized +20.5%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized -0.6%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $1 Shares 111 Est. Cost $11.66 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized +14.3%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $154.64 Unrealized -37.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized -1.6%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +19.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +20.4%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized -8.2%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized -24.8%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.91 Unrealized -0.9%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized -16.5%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +18.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +74.0%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized +4.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +23.3%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.31 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +11.3%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized -9.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +4.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +14.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.23 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized -26.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +43.7%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $28.19 Unrealized -73.7%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized -7.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized -9.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.63 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +68.6%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.17 Unrealized -21.8%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized -17.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +66.4%
ANSYS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $364.00 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $40.45 Unrealized +0.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $82.95 Unrealized -7.1%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -32.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized -6.3%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -32.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $318.77 Unrealized -35.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.89 Unrealized +12.7%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $256.74 Unrealized -28.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.36 Unrealized -4.9%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized -4.5%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.32 Unrealized -38.9%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $79.91 Unrealized -63.2%
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +204.5%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -77.6%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized 0.0%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.33 Unrealized -15.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $312.48 Unrealized -81.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.65 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +18.8%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.75 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.26 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +89.3%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized -76.0%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.85 Unrealized -24.0%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized 0.0%