Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $193,535 (100.0% shares, 0.0% debt)

Holdings (682)

AAPL APPLE INC COM 6.1%
Value ($000) $11,887 Shares 68,411 Est. Cost $121.94 Unrealized +48.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.1%
Value ($000) $7,919 Shares 15 Est. Cost $325723.70 Unrealized +65.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.9%
Value ($000) $7,464 Shares 106,349 Est. Cost $63.65 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.8%
Value ($000) $7,338 Shares 17,173 Est. Cost $365.51 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $5,615 Shares 14,300 Est. Cost $326.78 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $4,744 Shares 14,742 Est. Cost $167.19 Unrealized +94.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.8%
Value ($000) $3,442 Shares 83,896 Est. Cost $31.29 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.7%
Value ($000) $3,386 Shares 21,861 Est. Cost $162.30 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 1.7%
Value ($000) $3,364 Shares 47,810 Est. Cost $96.40 Unrealized
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $3,258 Shares 19,564 Est. Cost $102.81 Unrealized +41.8%
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $3,157 Shares 11,501 Est. Cost $207.73 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.6%
Value ($000) $3,074 Shares 91,878 Est. Cost $32.36 Unrealized
INVESCO BULLETSHARES 2023 CORP BD ETF 1.6%
Value ($000) $3,006 Shares 141,589 Est. Cost $21.05 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $2,366 Shares 16,891 Est. Cost $140.17 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $2,344 Shares 5,460 Est. Cost $417.77 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,305 Shares 19,935 Est. Cost $57.85 Unrealized +74.6%
ISHARES IBONDS DEC 2023 TERM MUNI BD ETF 1.1%
Value ($000) $2,065 Shares 81,055 Est. Cost $25.50 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,936 Shares 7,511 Est. Cost $191.20 Unrealized +41.0%
PEP PEPSICO INC COM 0.9%
Value ($000) $1,837 Shares 10,861 Est. Cost $131.50 Unrealized +27.1%
MRK MERCK & CO INC COM 0.9%
Value ($000) $1,810 Shares 17,651 Est. Cost $73.63 Unrealized +35.6%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $1,768 Shares 12,179 Est. Cost $132.11 Unrealized +9.1%
TXN TEXAS INSTRS INC COM 0.9%
Value ($000) $1,740 Shares 10,877 Est. Cost $157.56 Unrealized +0.8%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.9%
Value ($000) $1,689 Shares 6,272 Est. Cost $274.38 Unrealized
PCAR PACCAR INC COM 0.8%
Value ($000) $1,514 Shares 17,864 Est. Cost $57.20 Unrealized +34.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.8%
Value ($000) $1,514 Shares 14,445 Est. Cost $108.07 Unrealized
AFL AFLAC INC COM 0.8%
Value ($000) $1,509 Shares 19,733 Est. Cost $50.04 Unrealized +40.9%
ORCL ORACLE CORP COM 0.8%
Value ($000) $1,483 Shares 13,896 Est. Cost $88.45 Unrealized +27.5%
NUE NUCOR CORP COM 0.8%
Value ($000) $1,480 Shares 9,561 Est. Cost $108.52 Unrealized +47.0%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.8%
Value ($000) $1,472 Shares 71,195 Est. Cost $20.65 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.8%
Value ($000) $1,455 Shares 7,429 Est. Cost $177.25 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,378 Shares 4,596 Est. Cost $227.27 Unrealized +33.3%
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $1,367 Shares 27,997 Est. Cost $45.34 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.7%
Value ($000) $1,354 Shares 34,630 Est. Cost $43.02 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.7%
Value ($000) $1,344 Shares 52,395 Est. Cost $25.86 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,291 Shares 14,573 Est. Cost $85.55 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $1,267 Shares 23,285 Est. Cost $42.74 Unrealized +17.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.7%
Value ($000) $1,262 Shares 13,801 Est. Cost $91.44 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,241 Shares 7,999 Est. Cost $141.32 Unrealized +8.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,174 Shares 4,905 Est. Cost $183.44 Unrealized +26.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,169 Shares 3,235 Est. Cost $248.44 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $1,168 Shares 10,998 Est. Cost $117.58 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $1,168 Shares 3,789 Est. Cost $282.49 Unrealized +7.7%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.6%
Value ($000) $1,129 Shares 27,373 Est. Cost $39.92 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,126 Shares 28,831 Est. Cost $39.34 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $1,126 Shares 4,869 Est. Cost $215.55 Unrealized +9.6%
EFV ISHARES MSCI EAFE VALUE ETF 0.6%
Value ($000) $1,110 Shares 23,045 Est. Cost $49.65 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,087 Shares 24,425 Est. Cost $39.31 Unrealized +5.6%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.6%
Value ($000) $1,069 Shares 36,612 Est. Cost $29.62 Unrealized
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,065 Shares 39,871 Est. Cost $27.84 Unrealized -0.1%
SBCF SEACOAST BKG CORP FLA COM NEW 0.5%
Value ($000) $1,048 Shares 48,556 Est. Cost $33.23 Unrealized -29.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.5%
Value ($000) $954 Shares 32,211 Est. Cost $32.63 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $934 Shares 7,212 Est. Cost $125.69 Unrealized +6.6%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $924 Shares 6,427 Est. Cost $119.77 Unrealized +18.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $916 Shares 12,238 Est. Cost $80.96 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.5%
Value ($000) $916 Shares 29,999 Est. Cost $29.94 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $912 Shares 5,240 Est. Cost $179.38 Unrealized
FTNT FORTINET INC COM 0.5%
Value ($000) $911 Shares 15,533 Est. Cost $56.30 Unrealized +17.6%
EOG EOG RES INC COM 0.5%
Value ($000) $897 Shares 7,250 Est. Cost $64.86 Unrealized +80.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.5%
Value ($000) $888 Shares 7,160 Est. Cost $128.71 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $858 Shares 6,348 Est. Cost $109.78 Unrealized +17.6%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $841 Shares 1,877 Est. Cost $21.58 Unrealized +107.5%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $831 Shares 34,843 Est. Cost $25.61 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $807 Shares 7,266 Est. Cost $113.68 Unrealized -3.2%
META META PLATFORMS INC CL A 0.4%
Value ($000) $805 Shares 2,624 Est. Cost $189.73 Unrealized +57.7%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $775 Shares 1,440 Est. Cost $159.36 Unrealized +218.0%
ZION ZIONS BANCORPORATION N A COM 0.4%
Value ($000) $770 Shares 23,004 Est. Cost $40.06 Unrealized -13.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.4%
Value ($000) $764 Shares 22,833 Est. Cost $34.27 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $736 Shares 22,387 Est. Cost $34.31 Unrealized
KR KROGER CO COM 0.4%
Value ($000) $735 Shares 16,697 Est. Cost $45.03 Unrealized -0.9%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.4%
Value ($000) $731 Shares 28,907 Est. Cost $26.65 Unrealized +2.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $717 Shares 5,578 Est. Cost $117.93 Unrealized
MGA MAGNA INTL INC COM 0.4%
Value ($000) $684 Shares 12,931 Est. Cost $53.18 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $681 Shares 5,074 Est. Cost $107.21 Unrealized +19.8%
QQQM INVESCO NASDAQ 100 ETF 0.3%
Value ($000) $676 Shares 4,550 Est. Cost $151.30 Unrealized
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $676 Shares 9,558 Est. Cost $59.79 Unrealized +18.5%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $662 Shares 17,105 Est. Cost $44.16 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $643 Shares 3,421 Est. Cost $207.33 Unrealized +5.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $639 Shares 13,439 Est. Cost $56.70 Unrealized
PIONEER NAT RES CO COM 0.3%
Value ($000) $632 Shares 2,814 Est. Cost $224.46 Unrealized
LAM RESEARCH CORP COM 0.3%
Value ($000) $623 Shares 987 Est. Cost $483.00 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.3%
Value ($000) $602 Shares 5,868 Est. Cost $104.19 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $599 Shares 1,793 Est. Cost $292.36 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $598 Shares 1,743 Est. Cost $258.28 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.3%
Value ($000) $586 Shares 29,186 Est. Cost $20.35 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $580 Shares 5,776 Est. Cost $91.55 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.3%
Value ($000) $580 Shares 30,910 Est. Cost $19.23 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $570 Shares 4,318 Est. Cost $133.55 Unrealized
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.3%
Value ($000) $556 Shares 30,905 Est. Cost $18.81 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $539 Shares 2,791 Est. Cost $149.56 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $528 Shares 14,518 Est. Cost $36.90 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $526 Shares 1,134 Est. Cost $169.79 Unrealized +163.6%
MBB ISHARES MBS ETF 0.3%
Value ($000) $509 Shares 5,806 Est. Cost $104.32 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $504 Shares 9,154 Est. Cost $57.31 Unrealized
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $493 Shares 4,787 Est. Cost $123.24 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.2%
Value ($000) $473 Shares 1,911 Est. Cost $224.09 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $466 Shares 30,937 Est. Cost $18.07 Unrealized -17.7%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.2%
Value ($000) $456 Shares 1,180 Est. Cost $303.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $456 Shares 1,309 Est. Cost $310.45 Unrealized +14.3%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $454 Shares 5,560 Est. Cost $137.45 Unrealized -39.3%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $454 Shares 3,999 Est. Cost $117.72 Unrealized
BIIB BIOGEN INC COM 0.2%
Value ($000) $452 Shares 1,789 Est. Cost $227.61 Unrealized +17.5%
HR HEALTHCARE RLTY TR CL A COM 0.2%
Value ($000) $452 Shares 30,403 Est. Cost $21.24 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $451 Shares 10,436 Est. Cost $53.30 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $443 Shares 5,925 Est. Cost $79.57 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $431 Shares 1,819 Est. Cost $80.16 Unrealized +47.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $423 Shares 9,765 Est. Cost $50.40 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $423 Shares 2,850 Est. Cost $92.95 Unrealized +45.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $421 Shares 5,430 Est. Cost $77.77 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $420 Shares 4,282 Est. Cost $65.56 Unrealized +55.8%
KO COCA COLA CO COM 0.2%
Value ($000) $419 Shares 7,552 Est. Cost $45.48 Unrealized +22.5%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $419 Shares 5,847 Est. Cost $91.91 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $416 Shares 940 Est. Cost $447.35 Unrealized -5.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $411 Shares 2,483 Est. Cost $132.07 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.2%
Value ($000) $409 Shares 7,059 Est. Cost $47.77 Unrealized +13.9%
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $408 Shares 2,036 Est. Cost $169.77 Unrealized +16.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $408 Shares 792 Est. Cost $251.78 Unrealized +86.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $394 Shares 5,970 Est. Cost $64.14 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $394 Shares 12,246 Est. Cost $35.26 Unrealized -7.8%
AIR AAR CORP COM 0.2%
Value ($000) $393 Shares 6,743 Est. Cost $43.81 Unrealized +35.9%
WMT WALMART INC COM 0.2%
Value ($000) $392 Shares 2,446 Est. Cost $42.14 Unrealized +23.0%
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $388 Shares 6,432 Est. Cost $90.01 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $378 Shares 1,504 Est. Cost $251.46 Unrealized +2.2%
HCI HCI GROUP INC COM 0.2%
Value ($000) $376 Shares 6,957 Est. Cost $68.74 Unrealized -17.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $376 Shares 1,412 Est. Cost $207.07 Unrealized +12.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $361 Shares 5,320 Est. Cost $62.05 Unrealized
TAN INVESCO SOLAR ETF 0.2%
Value ($000) $357 Shares 7,231 Est. Cost $54.73 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $357 Shares 2,440 Est. Cost $172.57 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $348 Shares 4,286 Est. Cost $87.11 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $344 Shares 4,940 Est. Cost $72.49 Unrealized -10.9%
BLDR BUILDERS FIRSTSOURCE INC COM 0.2%
Value ($000) $330 Shares 2,679 Est. Cost $111.21 Unrealized +24.1%
INTC INTEL CORP COM 0.2%
Value ($000) $329 Shares 9,286 Est. Cost $49.21 Unrealized -30.5%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $312 Shares 765 Est. Cost $409.45 Unrealized +1.4%
VPL VANGUARD FTSE PACIFIC ETF 0.2%
Value ($000) $311 Shares 4,708 Est. Cost $69.31 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $298 Shares 24,246 Est. Cost $9.71 Unrealized +14.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $297 Shares 6,222 Est. Cost $49.04 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $296 Shares 5,833 Est. Cost $50.27 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $294 Shares 1,609 Est. Cost $161.71 Unrealized +7.5%
PFE PFIZER INC COM 0.2%
Value ($000) $294 Shares 8,648 Est. Cost $37.21 Unrealized -17.9%
XHB SPDR S&P HOMEBUILDERS ETF 0.2%
Value ($000) $291 Shares 3,853 Est. Cost $71.63 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $285 Shares 11,533 Est. Cost $25.51 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $285 Shares 1,405 Est. Cost $173.79 Unrealized +18.6%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $282 Shares 6,524 Est. Cost $42.36 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $281 Shares 10,812 Est. Cost $26.58 Unrealized
T AT&T INC COM 0.1%
Value ($000) $281 Shares 19,181 Est. Cost $16.54 Unrealized -21.7%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $277 Shares 8,086 Est. Cost $54.06 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $272 Shares 2,669 Est. Cost $94.06 Unrealized
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.1%
Value ($000) $265 Shares 2,862 Est. Cost $92.57 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $260 Shares 658 Est. Cost $282.85 Unrealized +40.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $260 Shares 817 Est. Cost $306.51 Unrealized +2.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $259 Shares 2,148 Est. Cost $125.12 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $256 Shares 2,546 Est. Cost $114.62 Unrealized
TXT TEXTRON INC COM 0.1%
Value ($000) $256 Shares 3,315 Est. Cost $74.34 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $255 Shares 2,740 Est. Cost $91.52 Unrealized +0.1%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $253 Shares 1,491 Est. Cost $166.34 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $245 Shares 2,759 Est. Cost $56.17 Unrealized +51.9%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $236 Shares 5,079 Est. Cost $28.58 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $236 Shares 2,572 Est. Cost $95.90 Unrealized +2.7%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $231 Shares 2,476 Est. Cost $46.40 Unrealized +109.3%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $223 Shares 7,773 Est. Cost $30.08 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $219 Shares 1,292 Est. Cost $164.49 Unrealized -5.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $219 Shares 1,553 Est. Cost $100.88 Unrealized +30.6%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $206 Shares 7,562 Est. Cost $42.85 Unrealized -27.9%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $205 Shares 6,630 Est. Cost $51.16 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $201 Shares 2,936 Est. Cost $76.47 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $200 Shares 935 Est. Cost $241.31 Unrealized -8.8%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $192 Shares 3,682 Est. Cost $69.85 Unrealized -7.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $191 Shares 1,266 Est. Cost $138.55 Unrealized +12.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $191 Shares 1,994 Est. Cost $80.35 Unrealized +25.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $190 Shares 701 Est. Cost $178.46 Unrealized +46.5%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $183 Shares 3,065 Est. Cost $61.05 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $170 Shares 1,197 Est. Cost $75.57 Unrealized +94.7%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $170 Shares 1,089 Est. Cost $82.80 Unrealized +125.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $169 Shares 1,132 Est. Cost $121.86 Unrealized +30.4%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $166 Shares 1,526 Est. Cost $65.65 Unrealized +35.1%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.1%
Value ($000) $164 Shares 6,700 Est. Cost $25.80 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $163 Shares 1,048 Est. Cost $122.70 Unrealized +23.6%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $161 Shares 830 Est. Cost $116.58 Unrealized +66.5%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $158 Shares 1,175 Est. Cost $105.59 Unrealized 0.0%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $152 Shares 3,030 Est. Cost $50.11 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $149 Shares 1,636 Est. Cost $85.11 Unrealized +8.6%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $146 Shares 2,709 Est. Cost $40.79 Unrealized +48.6%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $146 Shares 1,719 Est. Cost $100.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $145 Shares 2,506 Est. Cost $53.08 Unrealized +2.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $140 Shares 1,494 Est. Cost $72.69 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $139 Shares 1,497 Est. Cost $109.08 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $139 Shares 2,493 Est. Cost $66.44 Unrealized -4.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $136 Shares 639 Est. Cost $188.76 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $134 Shares 273 Est. Cost $404.20 Unrealized +13.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $133 Shares 3,651 Est. Cost $37.84 Unrealized +11.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $132 Shares 1,409 Est. Cost $74.07 Unrealized +13.8%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $130 Shares 2,684 Est. Cost $52.90 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $130 Shares 800 Est. Cost $137.75 Unrealized +16.0%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $129 Shares 1,100 Est. Cost $169.53 Unrealized -16.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $127 Shares 1,200 Est. Cost $84.23 Unrealized
CTVA CORTEVA INC COM 0.1%
Value ($000) $126 Shares 2,517 Est. Cost $53.76 Unrealized -4.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $124 Shares 1,813 Est. Cost $45.89 Unrealized +46.5%
BX BLACKSTONE INC COM 0.1%
Value ($000) $122 Shares 1,142 Est. Cost $112.14 Unrealized -13.1%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $121 Shares 211 Est. Cost $472.62 Unrealized +12.6%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.1%
Value ($000) $120 Shares 2,370 Est. Cost $50.52 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $119 Shares 1,500 Est. Cost $76.41 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $118 Shares 319 Est. Cost $295.17 Unrealized +25.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $118 Shares 1,878 Est. Cost $47.11 Unrealized +37.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $117 Shares 987 Est. Cost $86.88 Unrealized +18.9%
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $116 Shares 4,992 Est. Cost $21.28 Unrealized
JBL JABIL INC COM 0.1%
Value ($000) $112 Shares 866 Est. Cost $97.60 Unrealized +11.4%
BBY BEST BUY INC COM 0.1%
Value ($000) $112 Shares 1,615 Est. Cost $61.86 Unrealized +11.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $111 Shares 928 Est. Cost $118.80 Unrealized -3.1%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $110 Shares 2,405 Est. Cost $45.57 Unrealized
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.1%
Value ($000) $109 Shares 2,200 Est. Cost $49.67 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $108 Shares 440 Est. Cost $258.20 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $107 Shares 903 Est. Cost $124.03 Unrealized -5.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $106 Shares 660 Est. Cost $135.89 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $106 Shares 369 Est. Cost $194.29 Unrealized +40.4%
DHI D R HORTON INC COM 0.1%
Value ($000) $102 Shares 963 Est. Cost $50.08 Unrealized +133.6%
MRNA MODERNA INC COM 0.1%
Value ($000) $100 Shares 972 Est. Cost $137.62 Unrealized -18.9%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $100 Shares 718 Est. Cost $90.70 Unrealized +47.6%
AGCO AGCO CORP COM 0.1%
Value ($000) $99 Shares 846 Est. Cost $106.72 Unrealized +13.1%
PATH UIPATH INC CL A 0.1%
Value ($000) $98 Shares 5,705 Est. Cost $16.16 Unrealized +3.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $93 Shares 5,830 Est. Cost $15.93 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $93 Shares 1,727 Est. Cost $50.22 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $92 Shares 3,975 Est. Cost $23.43 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $92 Shares 1,800 Est. Cost $87.40 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $91 Shares 868 Est. Cost $113.81 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $87 Shares 868 Est. Cost $111.29 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $87 Shares 423 Est. Cost $178.18 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $87 Shares 421 Est. Cost $179.81 Unrealized +19.5%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $86 Shares 462 Est. Cost $179.98 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $86 Shares 173 Est. Cost $375.20 Unrealized +41.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $85 Shares 929 Est. Cost $85.75 Unrealized +0.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $84 Shares 1,050 Est. Cost $80.04 Unrealized +0.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $84 Shares 1,780 Est. Cost $50.23 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $84 Shares 308 Est. Cost $180.28 Unrealized +53.9%
CDW CDW CORP COM 0.0%
Value ($000) $84 Shares 416 Est. Cost $122.84 Unrealized +57.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $84 Shares 1,325 Est. Cost $58.00 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $82 Shares 4,224 Est. Cost $20.52 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $82 Shares 346 Est. Cost $84.38 Unrealized +177.4%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $81 Shares 501 Est. Cost $172.01 Unrealized +11.2%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $81 Shares 2,802 Est. Cost $36.13 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $80 Shares 2,021 Est. Cost $36.07 Unrealized +12.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $80 Shares 300 Est. Cost $208.31 Unrealized +18.5%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $77 Shares 6,000 Est. Cost $20.34 Unrealized -23.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $76 Shares 1,205 Est. Cost $55.78 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $76 Shares 1,836 Est. Cost $42.14 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $76 Shares 396 Est. Cost $166.15 Unrealized +23.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $74 Shares 852 Est. Cost $86.93 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $73 Shares 1,278 Est. Cost $68.24 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $72 Shares 2,244 Est. Cost $29.41 Unrealized +18.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $72 Shares 86 Est. Cost $43.44 Unrealized +93.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $71 Shares 222 Est. Cost $195.70 Unrealized +66.2%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $71 Shares 411 Est. Cost $205.45 Unrealized -13.9%
NKE NIKE INC CL B 0.0%
Value ($000) $70 Shares 743 Est. Cost $142.41 Unrealized -31.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $70 Shares 939 Est. Cost $59.47 Unrealized +25.4%
INTU INTUIT COM 0.0%
Value ($000) $67 Shares 129 Est. Cost $401.48 Unrealized +24.2%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $66 Shares 1,496 Est. Cost $31.56 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $66 Shares 40,000 Est. Cost $2.04 Unrealized
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $66 Shares 4,000 Est. Cost $16.49 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $65 Shares 584 Est. Cost $71.88 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $65 Shares 500 Est. Cost $89.33 Unrealized +48.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $65 Shares 898 Est. Cost $78.28 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $38.45 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $64 Shares 902 Est. Cost $38.07 Unrealized +82.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $64 Shares 2,196 Est. Cost $29.54 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $64 Shares 648 Est. Cost $85.35 Unrealized +14.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $64 Shares 700 Est. Cost $84.82 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $61 Shares 297 Est. Cost $168.83 Unrealized +26.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $60 Shares 631 Est. Cost $107.56 Unrealized -4.2%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $59 Shares 7,589 Est. Cost $7.45 Unrealized +18.0%
MSCI MSCI INC COM 0.0%
Value ($000) $59 Shares 117 Est. Cost $471.28 Unrealized +8.4%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $59 Shares 2,874 Est. Cost $21.63 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $58 Shares 900 Est. Cost $50.72 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $57 Shares 648 Est. Cost $75.59 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $56 Shares 908 Est. Cost $59.90 Unrealized -3.1%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $56 Shares 3,182 Est. Cost $16.55 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $55 Shares 454 Est. Cost $118.25 Unrealized +9.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $55 Shares 793 Est. Cost $68.73 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $54 Shares 608 Est. Cost $91.62 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $54 Shares 485 Est. Cost $109.01 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $53 Shares 819 Est. Cost $68.51 Unrealized -2.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $53 Shares 326 Est. Cost $218.51 Unrealized -23.3%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $52 Shares 280 Est. Cost $163.33 Unrealized +14.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $52 Shares 500 Est. Cost $158.45 Unrealized -15.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $52 Shares 444 Est. Cost $44.77 Unrealized +141.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $52 Shares 1,635 Est. Cost $38.58 Unrealized -24.9%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $52 Shares 1,655 Est. Cost $31.62 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $51 Shares 404 Est. Cost $108.68 Unrealized +20.9%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $51 Shares 1,989 Est. Cost $31.48 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $50 Shares 144 Est. Cost $203.14 Unrealized +72.2%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $49 Shares 728 Est. Cost $121.20 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $48 Shares 1,242 Est. Cost $50.85 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $47 Shares 236 Est. Cost $201.49 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $47 Shares 201 Est. Cost $228.69 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $23.60 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $47 Shares 468 Est. Cost $92.52 Unrealized +12.8%
WAT WATERS CORP COM 0.0%
Value ($000) $46 Shares 168 Est. Cost $220.88 Unrealized +25.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $45 Shares 163 Est. Cost $263.36 Unrealized +4.4%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $45 Shares 278 Est. Cost $68.31 Unrealized +157.5%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $45 Shares 910 Est. Cost $52.73 Unrealized -7.2%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $44 Shares 906 Est. Cost $54.64 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $43 Shares 133 Est. Cost $250.71 Unrealized +31.9%
SAP SAP SE SPON ADR 0.0%
Value ($000) $43 Shares 337 Est. Cost $140.11 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $43 Shares 185 Est. Cost $233.98 Unrealized +16.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $42 Shares 275 Est. Cost $91.47 Unrealized +49.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $41 Shares 981 Est. Cost $35.33 Unrealized +18.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $41 Shares 284 Est. Cost $99.14 Unrealized +45.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $41 Shares 766 Est. Cost $67.49 Unrealized -13.4%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $41 Shares 2,540 Est. Cost $19.00 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $40 Shares 600 Est. Cost $79.81 Unrealized -18.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $40 Shares 1,218 Est. Cost $52.81 Unrealized -34.4%
MBND SPDR NUVEEN MUNICIPAL BOND ETF 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $25.92 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $38 Shares 1,141 Est. Cost $26.21 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 1,020 Est. Cost $46.99 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $37 Shares 295 Est. Cost $97.94 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $37 Shares 391 Est. Cost $98.94 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $36 Shares 44 Est. Cost $410.21 Unrealized +90.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $36 Shares 346 Est. Cost $174.44 Unrealized -18.8%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $36 Shares 1,707 Est. Cost $37.91 Unrealized -42.5%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $36 Shares 1,239 Est. Cost $47.58 Unrealized -40.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $35 Shares 402 Est. Cost $121.06 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $35 Shares 235 Est. Cost $137.66 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $62.90 Unrealized +13.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $34 Shares 1,145 Est. Cost $49.16 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $33 Shares 998 Est. Cost $24.88 Unrealized +22.6%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $33 Shares 250 Est. Cost $124.55 Unrealized +12.3%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $32 Shares 934 Est. Cost $15.05 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $32 Shares 852 Est. Cost $37.74 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $31 Shares 425 Est. Cost $73.14 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $31 Shares 425 Est. Cost $64.32 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $31 Shares 307 Est. Cost $61.85 Unrealized +50.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $31 Shares 319 Est. Cost $67.58 Unrealized +34.9%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $30 Shares 2,528 Est. Cost $21.61 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $30 Shares 680 Est. Cost $51.27 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $30 Shares 190 Est. Cost $137.07 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $29 Shares 350 Est. Cost $64.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $29 Shares 268 Est. Cost $123.92 Unrealized -10.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $29 Shares 400 Est. Cost $85.63 Unrealized -13.1%
BLACKROCK INC COM 0.0%
Value ($000) $28 Shares 44 Est. Cost $841.56 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $28 Shares 557 Est. Cost $51.97 Unrealized +3.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $28 Shares 168 Est. Cost $158.55 Unrealized +11.8%
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $28 Shares 750 Est. Cost $49.30 Unrealized -21.0%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $28 Shares 25 Est. Cost $1490.52 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $27 Shares 2,600 Est. Cost $14.85 Unrealized -34.4%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $26 Shares 248 Est. Cost $111.34 Unrealized -1.8%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $26 Shares 310 Est. Cost $85.12 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $26 Shares 258 Est. Cost $92.52 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $266.05 Unrealized -4.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $26 Shares 300 Est. Cost $79.50 Unrealized +5.1%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $25 Shares 805 Est. Cost $51.91 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $25 Shares 1,030 Est. Cost $31.50 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $25 Shares 201 Est. Cost $81.49 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $25 Shares 64 Est. Cost $313.15 Unrealized +25.0%
HYBL SPDR BLACKSTONE HIGH INCOME ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.25 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $24 Shares 676 Est. Cost $33.52 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $24 Shares 555 Est. Cost $44.06 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $24 Shares 168 Est. Cost $122.45 Unrealized +17.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $24 Shares 347 Est. Cost $67.74 Unrealized -2.2%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $24 Shares 221 Est. Cost $91.95 Unrealized +10.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 137 Est. Cost $213.82 Unrealized -18.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $23 Shares 317 Est. Cost $57.02 Unrealized +23.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 564 Est. Cost $33.38 Unrealized +9.1%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $23 Shares 582 Est. Cost $33.23 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $23 Shares 247 Est. Cost $110.48 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 308 Est. Cost $64.52 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $22 Shares 195 Est. Cost $77.74 Unrealized +40.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $22 Shares 444 Est. Cost $51.88 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $22 Shares 5,000 Est. Cost Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $21 Shares 499 Est. Cost $42.44 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $21 Shares 582 Est. Cost $35.89 Unrealized -3.5%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $21 Shares 468 Est. Cost $50.03 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $21 Shares 406 Est. Cost $29.45 Unrealized +83.0%
EIX EDISON INTL COM 0.0%
Value ($000) $21 Shares 336 Est. Cost $52.88 Unrealized +18.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $20 Shares 46 Est. Cost $281.95 Unrealized +54.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $20 Shares 46 Est. Cost $517.14 Unrealized -19.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $20 Shares 563 Est. Cost $34.74 Unrealized +10.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 98 Est. Cost $205.72 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $19 Shares 570 Est. Cost $56.25 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $19 Shares 750 Est. Cost $33.38 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $18 Shares 266 Est. Cost $71.08 Unrealized +2.0%
WSO WATSCO INC COM 0.0%
Value ($000) $18 Shares 47 Est. Cost $253.63 Unrealized +42.5%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $17 Shares 149 Est. Cost $123.48 Unrealized -6.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 743 Est. Cost $26.49 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $17 Shares 212 Est. Cost $87.02 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $17 Shares 92 Est. Cost $197.74 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $17 Shares 602 Est. Cost $37.25 Unrealized -27.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $16 Shares 398 Est. Cost $57.91 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $16 Shares 930 Est. Cost $39.05 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $16 Shares 160 Est. Cost $132.37 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $16 Shares 191 Est. Cost $79.06 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $16 Shares 64 Est. Cost $110.63 Unrealized +131.2%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $15 Shares 211 Est. Cost $80.37 Unrealized -5.6%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $15 Shares 1,470 Est. Cost $6.60 Unrealized
CANO HEALTH INC COM CL A 0.0%
Value ($000) $15 Shares 54,856 Est. Cost $3.12 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $15 Shares 233 Est. Cost $66.95 Unrealized -4.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 141 Est. Cost $42.70 Unrealized +154.2%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $14 Shares 355 Est. Cost $39.85 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $14 Shares 416 Est. Cost $35.45 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $14 Shares 450 Est. Cost $43.33 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $14 Shares 230 Est. Cost $22.79 Unrealized +154.4%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $14 Shares 210 Est. Cost $66.35 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 475 Est. Cost $30.25 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 578 Est. Cost $25.80 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $14 Shares 293 Est. Cost $44.55 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $14 Shares 928 Est. Cost $16.63 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $14 Shares 260 Est. Cost $55.24 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $14 Shares 73 Est. Cost $139.48 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $14 Shares 190 Est. Cost $73.44 Unrealized +10.6%
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $14 Shares 5,000 Est. Cost $9.13 Unrealized -66.6%
INGR INGREDION INC COM 0.0%
Value ($000) $13 Shares 138 Est. Cost $105.78 Unrealized -1.9%
XYZ BLOCK INC CL A 0.0%
Value ($000) $13 Shares 300 Est. Cost $147.81 Unrealized -58.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 229 Est. Cost $71.44 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $13 Shares 314 Est. Cost $55.58 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $32.56 Unrealized +27.7%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $12 Shares 550 Est. Cost $28.81 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 52 Est. Cost $235.19 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $12 Shares 162 Est. Cost $75.97 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $18.66 Unrealized -33.1%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $12 Shares 115 Est. Cost $71.78 Unrealized +32.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $12 Shares 56 Est. Cost $191.54 Unrealized +2.7%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $11 Shares 305 Est. Cost $70.00 Unrealized -42.6%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $11 Shares 100 Est. Cost $72.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $11 Shares 414 Est. Cost $28.16 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $11 Shares 30 Est. Cost $337.51 Unrealized +17.9%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 516 Est. Cost $22.95 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $11 Shares 39 Est. Cost $299.44 Unrealized -0.9%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $34.63 Unrealized +27.6%
NFLX NETFLIX INC COM 0.0%
Value ($000) $11 Shares 29 Est. Cost $36.47 Unrealized +16.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $206.31 Unrealized -17.8%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $45.28 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $11 Shares 343 Est. Cost $34.78 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $9.17 Unrealized +18.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $47.71 Unrealized +9.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $11 Shares 1,275 Est. Cost $6.14 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $110.42 Unrealized +12.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $10 Shares 111 Est. Cost $97.29 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $10 Shares 97 Est. Cost $98.98 Unrealized +0.4%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $10 Shares 59 Est. Cost $155.15 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 564 Est. Cost $21.04 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $10 Shares 322 Est. Cost $31.78 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $10 Shares 43 Est. Cost $131.17 Unrealized +67.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $160.72 Unrealized +10.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $109.57 Unrealized +21.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 952 Est. Cost $12.84 Unrealized -27.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 45 Est. Cost $229.71 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $210.27 Unrealized +0.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $246.89 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $9 Shares 319 Est. Cost $25.28 Unrealized +9.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $51.19 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $46.07 Unrealized +23.5%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $123.07 Unrealized +37.9%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $9 Shares 288 Est. Cost $24.67 Unrealized +24.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 119 Est. Cost $84.31 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $152.39 Unrealized +229.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 274 Est. Cost $37.65 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $87.28 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $9 Shares 56 Est. Cost $82.92 Unrealized +73.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $278.57 Unrealized +38.5%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 196 Est. Cost $49.94 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 86 Est. Cost $79.71 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 120 Est. Cost $74.42 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $143.32 Unrealized +168.1%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 386 Est. Cost $27.96 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $8 Shares 308 Est. Cost $28.61 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 91 Est. Cost $61.35 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 415 Est. Cost $13.96 Unrealized +10.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $8 Shares 106 Est. Cost $78.50 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 51 Est. Cost $103.58 Unrealized +28.0%
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.74 Unrealized +14.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $124.70 Unrealized -27.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $7 Shares 90 Est. Cost $68.03 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $66.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $7 Shares 16 Est. Cost $464.23 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $7 Shares 92 Est. Cost $79.13 Unrealized -1.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 111 Est. Cost $67.27 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.33 Unrealized -30.8%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $7 Shares 173 Est. Cost $38.99 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $7 Shares 208 Est. Cost $40.05 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.42 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $7 Shares 345 Est. Cost $11.76 Unrealized +18.0%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $6 Shares 143 Est. Cost $47.01 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $448.81 Unrealized +7.6%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.06 Unrealized +3.7%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $6 Shares 330 Est. Cost $24.30 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $78.85 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 82 Est. Cost $80.59 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +56.4%
RS RELIANCE INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $113.17 Unrealized +145.0%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 44 Est. Cost $58.39 Unrealized +124.5%
KELLANOVA COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $60.91 Unrealized -9.9%
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $94.37 Unrealized -15.7%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $6 Shares 192 Est. Cost $41.62 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $58.72 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.11 Unrealized +32.5%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $5 Shares 349 Est. Cost $7.70 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $5 Shares 561 Est. Cost $16.71 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $5 Shares 255 Est. Cost $12.66 Unrealized +57.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $1158.08 Unrealized +116.7%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $384.24 Unrealized +0.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $164.60 Unrealized -60.5%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 145 Est. Cost $51.81 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $5 Shares 91 Est. Cost $40.97 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $207.32 Unrealized +10.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $125.97 Unrealized -1.4%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.33 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $225.72 Unrealized +16.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 300 Est. Cost $21.59 Unrealized -31.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $58.96 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $171.58 Unrealized -40.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $218.14 Unrealized +28.4%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $43.65 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $85.51 Unrealized +124.4%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $63.33 Unrealized +15.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $4 Shares 20 Est. Cost $142.16 Unrealized +47.5%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +116.1%
TGT TARGET CORP COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $161.62 Unrealized -28.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +211.9%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +69.3%
SRE SEMPRA COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $69.19 Unrealized -3.7%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $49.83 Unrealized +105.6%
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $152.69 Unrealized +128.5%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $159.01 Unrealized +57.3%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.46 Unrealized +9.2%
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $4 Shares 188 Est. Cost $19.95 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $4 Shares 53 Est. Cost $110.11 Unrealized -29.7%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $56.35 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $358.90 Unrealized +46.2%
CNDT CONDUENT INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.92 Unrealized -32.2%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $205.40 Unrealized -69.0%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $3 Shares 500 Est. Cost $23.74 Unrealized -58.8%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.25 Unrealized +34.4%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 67 Est. Cost $54.80 Unrealized +2.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $277.03 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $72.48 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +44.8%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +39.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $1898.79 Unrealized +56.9%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $3 Shares 115 Est. Cost $49.50 Unrealized -40.0%
CATALENT INC COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $56.30 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +32.8%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $157.29 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 175 Est. Cost $27.15 Unrealized -31.7%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $209.01 Unrealized -23.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $371.45 Unrealized +90.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 9 Est. Cost $277.27 Unrealized +12.6%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +13.1%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $161.78 Unrealized -12.4%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.73 Unrealized -10.4%
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.62 Unrealized -0.8%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized -20.3%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $160.40 Unrealized -22.4%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized +47.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $55.68 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $45.37 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized +28.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $105.94 Unrealized +32.5%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +48.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $39.66 Unrealized +3.3%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $79.40 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 388 Est. Cost $9.93 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $2 Shares 17 Est. Cost $115.98 Unrealized +13.3%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +52.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $109.03 Unrealized +4.6%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $2 Shares 111 Est. Cost $11.66 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +25.8%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +109.9%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +9.1%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $150.05 Unrealized -38.5%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $2 Shares 70 Est. Cost $35.23 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +57.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +15.2%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +48.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.28 Unrealized +18.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $30.19 Unrealized +107.8%
ICUI ICU MED INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $172.09 Unrealized -13.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +15.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.10 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.79 Unrealized -10.6%
OMCL OMNICELL COM COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $76.72 Unrealized -21.0%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized -12.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $457.04 Unrealized +64.1%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.30 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -38.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized +3.6%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -4.5%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $40.57 Unrealized +201.0%
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized +36.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $33.47 Unrealized -23.0%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.53 Unrealized -29.3%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +112.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $331.87 Unrealized -33.0%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +158.2%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +3.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized +24.6%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +54.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +26.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +92.0%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.63 Unrealized +12.3%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +11.8%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $21.50 Unrealized -62.1%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.09 Unrealized -47.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $58.32 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +12.8%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +29.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +10.2%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +41.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized -0.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.81 Unrealized +23.1%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $154.64 Unrealized -35.2%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +105.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +51.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized -8.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +62.9%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.41 Unrealized -40.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +28.9%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized -2.7%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.48 Unrealized -17.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.93 Unrealized -15.4%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.14 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +9.9%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $154.54 Unrealized -22.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +12.2%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized -2.2%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +4.9%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -39.2%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +0.2%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +117.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +10.3%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +86.5%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +63.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.63 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +1.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $40.45 Unrealized +25.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.36 Unrealized +38.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.89 Unrealized +47.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.06 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.73 Unrealized +11.3%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -23.7%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $15.47 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost $24.68 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -6.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $94.79 Unrealized -18.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $86.89 Unrealized -7.5%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $40.19 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized +1.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $22.25 Unrealized -20.6%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.33 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.32 Unrealized -22.9%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -37.4%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized -6.0%
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $0 Shares 11 Est. Cost $26.06 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $318.77 Unrealized -48.4%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -76.3%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized +5.9%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +111.5%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.33 Unrealized -21.1%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized +49.7%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +13.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized -68.1%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +97.3%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.26 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.08 Unrealized
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 -34.3%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized -54.7%