Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $213,669 (100.0% shares, 0.0% debt)

Holdings (687)

AAPL APPLE INC COM 6.3%
Value ($000) $13,472 Shares 69,975 Est. Cost $123.30 Unrealized +48.3%
SPY SPDR S&P 500 ETF TRUST 4.6%
Value ($000) $9,772 Shares 20,558 Est. Cost $383.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.8%
Value ($000) $8,139 Shares 15 Est. Cost $325723.70 Unrealized +63.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.6%
Value ($000) $7,720 Shares 101,405 Est. Cost $63.65 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $6,106 Shares 13,977 Est. Cost $326.78 Unrealized
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $5,671 Shares 15,081 Est. Cost $171.31 Unrealized +104.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.8%
Value ($000) $3,886 Shares 22,802 Est. Cost $162.63 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $3,352 Shares 10,782 Est. Cost $207.73 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 1.5%
Value ($000) $3,234 Shares 39,876 Est. Cost $96.40 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $3,018 Shares 20,230 Est. Cost $103.96 Unrealized +32.6%
IVV ISHARES CORE S&P 500 ETF 1.3%
Value ($000) $2,758 Shares 5,774 Est. Cost $421.02 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.3%
Value ($000) $2,710 Shares 58,120 Est. Cost $31.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $2,640 Shares 16,729 Est. Cost $140.17 Unrealized
MCD MCDONALDS CORP COM 1.1%
Value ($000) $2,351 Shares 7,928 Est. Cost $194.75 Unrealized +32.8%
MRK MERCK & CO INC COM 1.0%
Value ($000) $2,132 Shares 19,558 Est. Cost $75.89 Unrealized +27.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.0%
Value ($000) $2,099 Shares 56,791 Est. Cost $32.36 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $2,048 Shares 20,488 Est. Cost $58.92 Unrealized +65.6%
PEP PEPSICO INC COM 0.9%
Value ($000) $1,935 Shares 11,395 Est. Cost $132.55 Unrealized +16.0%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $1,890 Shares 12,897 Est. Cost $132.58 Unrealized +6.1%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.9%
Value ($000) $1,881 Shares 41,116 Est. Cost $41.87 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.9%
Value ($000) $1,866 Shares 6,127 Est. Cost $274.38 Unrealized
PCAR PACCAR INC COM 0.8%
Value ($000) $1,816 Shares 18,593 Est. Cost $58.16 Unrealized +40.6%
NUE NUCOR CORP COM 0.8%
Value ($000) $1,757 Shares 10,095 Est. Cost $110.89 Unrealized +38.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.8%
Value ($000) $1,729 Shares 13,660 Est. Cost $108.07 Unrealized
AFL AFLAC INC COM 0.8%
Value ($000) $1,651 Shares 20,016 Est. Cost $50.42 Unrealized +52.7%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,593 Shares 4,596 Est. Cost $227.27 Unrealized +29.2%
V VISA INC COM CL A 0.7%
Value ($000) $1,586 Shares 6,092 Est. Cost $220.99 Unrealized +9.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.7%
Value ($000) $1,561 Shares 45,898 Est. Cost $31.35 Unrealized
ORCL ORACLE CORP COM 0.7%
Value ($000) $1,541 Shares 14,612 Est. Cost $89.35 Unrealized +19.4%
ZION ZIONS BANCORPORATION N A COM 0.7%
Value ($000) $1,495 Shares 34,084 Est. Cost $38.78 Unrealized -6.9%
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $1,380 Shares 11,245 Est. Cost $117.69 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.6%
Value ($000) $1,343 Shares 18,641 Est. Cost $71.34 Unrealized
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,342 Shares 39,871 Est. Cost $27.84 Unrealized -0.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $1,342 Shares 3,824 Est. Cost $282.49 Unrealized +10.7%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.6%
Value ($000) $1,329 Shares 37,527 Est. Cost $34.72 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.6%
Value ($000) $1,328 Shares 12,765 Est. Cost $103.70 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,325 Shares 3,236 Est. Cost $248.44 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,302 Shares 9,061 Est. Cost $131.84 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,281 Shares 8,173 Est. Cost $141.37 Unrealized +1.6%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,267 Shares 25,077 Est. Cost $43.12 Unrealized +11.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.6%
Value ($000) $1,244 Shares 8,452 Est. Cost $140.20 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $1,240 Shares 23,856 Est. Cost $45.34 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.6%
Value ($000) $1,240 Shares 43,556 Est. Cost $33.23 Unrealized -29.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,200 Shares 29,192 Est. Cost $39.36 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $1,193 Shares 24,904 Est. Cost $47.81 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $1,174 Shares 5,041 Est. Cost $184.49 Unrealized +20.4%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $1,160 Shares 8,023 Est. Cost $114.12 Unrealized +3.7%
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $1,150 Shares 10,675 Est. Cost $89.74 Unrealized -0.1%
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,129 Shares 3,190 Est. Cost $213.45 Unrealized +51.5%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,112 Shares 6,539 Est. Cost $120.20 Unrealized +20.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.5%
Value ($000) $1,110 Shares 22,485 Est. Cost $53.75 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,108 Shares 14,382 Est. Cost $80.37 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.5%
Value ($000) $1,107 Shares 6,333 Est. Cost $173.98 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,097 Shares 7,222 Est. Cost $125.69 Unrealized +11.5%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,083 Shares 24,688 Est. Cost $39.31 Unrealized +2.0%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,055 Shares 5,258 Est. Cost $179.38 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $1,006 Shares 4,476 Est. Cost $177.25 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.5%
Value ($000) $969 Shares 10,608 Est. Cost $91.44 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $969 Shares 1,957 Est. Cost $22.59 Unrealized +105.0%
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $956 Shares 6,396 Est. Cost $149.50 Unrealized
BA BOEING CO COM 0.4%
Value ($000) $953 Shares 3,655 Est. Cost $207.75 Unrealized +2.9%
EOG EOG RES INC COM 0.4%
Value ($000) $949 Shares 7,843 Est. Cost $68.69 Unrealized +68.3%
FTNT FORTINET INC COM 0.4%
Value ($000) $940 Shares 16,065 Est. Cost $56.26 Unrealized -1.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $927 Shares 21,976 Est. Cost $38.69 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $900 Shares 36,285 Est. Cost $25.57 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.4%
Value ($000) $896 Shares 17,550 Est. Cost $50.34 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $895 Shares 6,348 Est. Cost $109.78 Unrealized +22.7%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.4%
Value ($000) $876 Shares 41,936 Est. Cost $20.65 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value ($000) $866 Shares 10,660 Est. Cost $81.27 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.4%
Value ($000) $864 Shares 33,330 Est. Cost $25.86 Unrealized
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.4%
Value ($000) $852 Shares 10,079 Est. Cost $86.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $846 Shares 5,170 Est. Cost $129.30 Unrealized +9.4%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $840 Shares 1,440 Est. Cost $159.36 Unrealized +260.9%
LAM RESEARCH CORP COM 0.4%
Value ($000) $829 Shares 1,058 Est. Cost $503.15 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $805 Shares 5,764 Est. Cost $110.34 Unrealized +20.9%
QQQM INVESCO NASDAQ 100 ETF 0.4%
Value ($000) $796 Shares 4,724 Est. Cost $151.93 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $791 Shares 21,042 Est. Cost $34.31 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $781 Shares 7,897 Est. Cost $97.59 Unrealized
KR KROGER CO COM 0.4%
Value ($000) $773 Shares 16,916 Est. Cost $44.99 Unrealized -5.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.4%
Value ($000) $753 Shares 1,856 Est. Cost $267.25 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.4%
Value ($000) $752 Shares 16,221 Est. Cost $50.82 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.3%
Value ($000) $740 Shares 9,916 Est. Cost $74.58 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $727 Shares 17,515 Est. Cost $44.10 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $706 Shares 5,178 Est. Cost $117.93 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $706 Shares 4,142 Est. Cost $157.56 Unrealized -7.7%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $682 Shares 8,558 Est. Cost $59.79 Unrealized +20.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $665 Shares 1,484 Est. Cost $333.32 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $664 Shares 1,761 Est. Cost $292.36 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $658 Shares 5,776 Est. Cost $91.55 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $656 Shares 2,976 Est. Cost $153.96 Unrealized
PIONEER NAT RES CO COM 0.3%
Value ($000) $652 Shares 2,898 Est. Cost $224.47 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.3%
Value ($000) $650 Shares 8,270 Est. Cost $78.31 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $639 Shares 1,241 Est. Cost $199.24 Unrealized +156.6%
XHB SPDR S&P HOMEBUILDERS ETF 0.3%
Value ($000) $637 Shares 6,662 Est. Cost $81.76 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.3%
Value ($000) $634 Shares 3,799 Est. Cost $117.60 Unrealized +13.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.3%
Value ($000) $619 Shares 12,425 Est. Cost $50.47 Unrealized
HCI HCI GROUP INC COM 0.3%
Value ($000) $608 Shares 6,957 Est. Cost $68.74 Unrealized +6.4%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.3%
Value ($000) $579 Shares 31,167 Est. Cost $18.81 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $578 Shares 7,959 Est. Cost $66.27 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $577 Shares 1,956 Est. Cost $83.91 Unrealized +59.3%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $568 Shares 9,540 Est. Cost $57.40 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $539 Shares 2,054 Est. Cost $226.77 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.2%
Value ($000) $524 Shares 30,403 Est. Cost $21.24 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $524 Shares 2,280 Est. Cost $172.32 Unrealized +12.4%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $515 Shares 2,693 Est. Cost $177.43 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $510 Shares 6,671 Est. Cost $89.99 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $507 Shares 24,797 Est. Cost $20.35 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $507 Shares 26,265 Est. Cost $19.23 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $506 Shares 24,930 Est. Cost $18.07 Unrealized +1.7%
MLN VANECK LONG MUNI ETF 0.2%
Value ($000) $504 Shares 27,640 Est. Cost $18.00 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $502 Shares 4,014 Est. Cost $117.72 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $497 Shares 5,508 Est. Cost $137.45 Unrealized -37.3%
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $489 Shares 6,432 Est. Cost $90.01 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $487 Shares 9,686 Est. Cost $48.83 Unrealized -18.0%
J JACOBS SOLUTIONS INC COM 0.2%
Value ($000) $479 Shares 3,691 Est. Cost $106.48 Unrealized +0.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $479 Shares 9,831 Est. Cost $44.50 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $479 Shares 5,596 Est. Cost $78.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $478 Shares 2,483 Est. Cost $132.07 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $477 Shares 4,282 Est. Cost $65.56 Unrealized +52.2%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $472 Shares 1,009 Est. Cost $447.67 Unrealized +1.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $467 Shares 1,309 Est. Cost $310.45 Unrealized +13.1%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.2%
Value ($000) $464 Shares 17,825 Est. Cost $25.93 Unrealized
AIR AAR CORP COM 0.2%
Value ($000) $457 Shares 7,318 Est. Cost $45.42 Unrealized +41.4%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $432 Shares 9,087 Est. Cost $47.64 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.2%
Value ($000) $421 Shares 24,514 Est. Cost $17.18 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $417 Shares 792 Est. Cost $251.78 Unrealized +103.1%
KO COCA COLA CO COM 0.2%
Value ($000) $415 Shares 7,042 Est. Cost $45.48 Unrealized +17.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $415 Shares 1,835 Est. Cost $213.06 Unrealized +0.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $412 Shares 1,431 Est. Cost $207.71 Unrealized +22.8%
SLB SCHLUMBERGER LTD COM STK 0.2%
Value ($000) $411 Shares 7,898 Est. Cost $48.14 Unrealized +6.4%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $401 Shares 5,320 Est. Cost $62.05 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.2%
Value ($000) $393 Shares 12,376 Est. Cost $30.70 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $391 Shares 2,522 Est. Cost $92.95 Unrealized +46.0%
WMT WALMART INC COM 0.2%
Value ($000) $386 Shares 2,446 Est. Cost $42.14 Unrealized +22.6%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $381 Shares 3,252 Est. Cost $115.07 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $375 Shares 1,510 Est. Cost $251.46 Unrealized -5.5%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $372 Shares 8,083 Est. Cost $50.40 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.2%
Value ($000) $369 Shares 3,120 Est. Cost $111.25 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $361 Shares 4,308 Est. Cost $85.55 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $358 Shares 1,679 Est. Cost $204.15 Unrealized
MBB ISHARES MBS ETF 0.2%
Value ($000) $348 Shares 3,700 Est. Cost $104.32 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $347 Shares 765 Est. Cost $409.45 Unrealized +1.9%
UNP UNION PAC CORP COM 0.2%
Value ($000) $345 Shares 1,405 Est. Cost $173.79 Unrealized +20.4%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $342 Shares 9,630 Est. Cost $35.55 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $340 Shares 1,331 Est. Cost $165.81 Unrealized +26.3%
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $333 Shares 2,572 Est. Cost $95.90 Unrealized +4.5%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $320 Shares 2,958 Est. Cost $92.11 Unrealized +8.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $311 Shares 2,286 Est. Cost $125.77 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $306 Shares 8,102 Est. Cost $54.06 Unrealized
TXT TEXTRON INC COM 0.1%
Value ($000) $302 Shares 3,760 Est. Cost $74.70 Unrealized +3.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $298 Shares 2,669 Est. Cost $94.06 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $289 Shares 749 Est. Cost $306.51 Unrealized +3.7%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $281 Shares 658 Est. Cost $282.85 Unrealized +40.4%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $271 Shares 1,575 Est. Cost $104.44 Unrealized +46.4%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $264 Shares 7,315 Est. Cost $49.74 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $259 Shares 2,200 Est. Cost $99.45 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $259 Shares 2,759 Est. Cost $56.17 Unrealized +55.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $251 Shares 4,963 Est. Cost $50.27 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $248 Shares 9,802 Est. Cost $24.95 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $247 Shares 8,583 Est. Cost $37.21 Unrealized -29.1%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $244 Shares 3,090 Est. Cost $72.49 Unrealized -9.8%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $241 Shares 1,885 Est. Cost $70.57 Unrealized +29.6%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $235 Shares 3,610 Est. Cost $61.66 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $234 Shares 19,156 Est. Cost $9.71 Unrealized -0.9%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $232 Shares 9,107 Est. Cost $25.51 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $226 Shares 8,501 Est. Cost $26.58 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $225 Shares 1,257 Est. Cost $138.55 Unrealized +17.2%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $224 Shares 5,079 Est. Cost $28.58 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $216 Shares 935 Est. Cost $241.31 Unrealized -12.8%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $215 Shares 2,568 Est. Cost $47.56 Unrealized +65.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $212 Shares 1,132 Est. Cost $121.86 Unrealized +28.8%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $211 Shares 2,709 Est. Cost $40.79 Unrealized +56.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $207 Shares 701 Est. Cost $178.46 Unrealized +40.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $206 Shares 3,946 Est. Cost $49.65 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $202 Shares 1,836 Est. Cost $80.35 Unrealized +19.6%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $197 Shares 1,197 Est. Cost $75.57 Unrealized +87.6%
T AT&T INC COM 0.1%
Value ($000) $192 Shares 11,434 Est. Cost $16.54 Unrealized -14.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $187 Shares 830 Est. Cost $116.58 Unrealized +70.3%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $186 Shares 7,256 Est. Cost $25.65 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $183 Shares 6,413 Est. Cost $28.56 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $172 Shares 8,076 Est. Cost $20.86 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $171 Shares 2,493 Est. Cost $66.44 Unrealized -9.4%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $167 Shares 797 Est. Cost $161.71 Unrealized +6.6%
DE DEERE & CO COM 0.1%
Value ($000) $159 Shares 398 Est. Cost $363.06 Unrealized +0.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $157 Shares 1,494 Est. Cost $72.69 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $157 Shares 1,636 Est. Cost $85.11 Unrealized +8.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $153 Shares 1,417 Est. Cost $109.08 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $152 Shares 800 Est. Cost $137.75 Unrealized +21.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $152 Shares 639 Est. Cost $188.76 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $150 Shares 1,142 Est. Cost $112.14 Unrealized -9.0%
PATH UIPATH INC CL A 0.1%
Value ($000) $147 Shares 5,920 Est. Cost $16.28 Unrealized +19.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $147 Shares 3,651 Est. Cost $37.84 Unrealized -6.4%
DHI D R HORTON INC COM 0.1%
Value ($000) $146 Shares 963 Est. Cost $50.08 Unrealized +140.7%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $146 Shares 1,409 Est. Cost $74.07 Unrealized +17.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $144 Shares 928 Est. Cost $118.80 Unrealized +1.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $143 Shares 909 Est. Cost $122.70 Unrealized +9.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $142 Shares 238 Est. Cost $570.35 Unrealized +1.1%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $142 Shares 2,635 Est. Cost $46.29 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $139 Shares 211 Est. Cost $472.62 Unrealized +21.3%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $138 Shares 1,500 Est. Cost $76.41 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $131 Shares 987 Est. Cost $86.88 Unrealized +27.8%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $131 Shares 1,813 Est. Cost $45.89 Unrealized +40.1%
LIN LINDE PLC SHS 0.1%
Value ($000) $131 Shares 319 Est. Cost $295.17 Unrealized +30.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $129 Shares 2,506 Est. Cost $53.08 Unrealized -11.4%
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $126 Shares 4,992 Est. Cost $21.28 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $125 Shares 273 Est. Cost $404.20 Unrealized +18.7%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.1%
Value ($000) $125 Shares 1,230 Est. Cost $101.41 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $123 Shares 2,929 Est. Cost $42.06 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $123 Shares 686 Est. Cost $137.52 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $122 Shares 1,878 Est. Cost $47.11 Unrealized +26.4%
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $119 Shares 11,919 Est. Cost $7.63 Unrealized +4.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $116 Shares 1,195 Est. Cost $100.49 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $115 Shares 718 Est. Cost $90.70 Unrealized +57.8%
JBL JABIL INC COM 0.1%
Value ($000) $115 Shares 903 Est. Cost $98.80 Unrealized +28.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $112 Shares 1,177 Est. Cost $84.40 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $110 Shares 369 Est. Cost $194.29 Unrealized +44.5%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.1%
Value ($000) $110 Shares 2,200 Est. Cost $49.67 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $109 Shares 751 Est. Cost $158.74 Unrealized -16.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $107 Shares 6,227 Est. Cost $16.05 Unrealized +11.0%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $107 Shares 1,800 Est. Cost $87.40 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $106 Shares 876 Est. Cost $124.03 Unrealized -10.3%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $106 Shares 2,101 Est. Cost $50.52 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $104 Shares 3,610 Est. Cost $42.85 Unrealized -42.3%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $102 Shares 4,131 Est. Cost $23.48 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $102 Shares 868 Est. Cost $113.81 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $101 Shares 2,027 Est. Cost $50.15 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $100 Shares 1,280 Est. Cost $61.86 Unrealized +2.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $99 Shares 2,021 Est. Cost $36.07 Unrealized +13.7%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $99 Shares 1,892 Est. Cost $51.37 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $98 Shares 423 Est. Cost $178.18 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $98 Shares 1,608 Est. Cost $69.85 Unrealized -23.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $96 Shares 308 Est. Cost $180.28 Unrealized +64.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $96 Shares 3,308 Est. Cost $30.50 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $96 Shares 86 Est. Cost $43.44 Unrealized +112.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $95 Shares 2,640 Est. Cost $40.65 Unrealized -25.6%
CDW CDW CORP COM 0.0%
Value ($000) $95 Shares 416 Est. Cost $122.84 Unrealized +67.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $94 Shares 346 Est. Cost $84.38 Unrealized +205.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $94 Shares 421 Est. Cost $179.81 Unrealized +8.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $94 Shares 396 Est. Cost $166.15 Unrealized +20.4%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $92 Shares 480 Est. Cost $194.84 Unrealized -3.3%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $92 Shares 40,000 Est. Cost $2.04 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $91 Shares 1,325 Est. Cost $58.00 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $90 Shares 964 Est. Cost $80.04 Unrealized -6.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $87 Shares 929 Est. Cost $85.75 Unrealized -2.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $84 Shares 2,697 Est. Cost $32.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $84 Shares 158 Est. Cost $375.20 Unrealized +28.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $83 Shares 301 Est. Cost $258.20 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $83 Shares 631 Est. Cost $107.56 Unrealized -2.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $83 Shares 2,244 Est. Cost $29.41 Unrealized +4.8%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $82 Shares 6,000 Est. Cost $20.34 Unrealized -38.3%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $82 Shares 1,278 Est. Cost $68.24 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $82 Shares 743 Est. Cost $114.62 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $81 Shares 411 Est. Cost $205.45 Unrealized -15.9%
NKE NIKE INC CL B 0.0%
Value ($000) $81 Shares 743 Est. Cost $142.41 Unrealized -27.7%
INTU INTUIT COM 0.0%
Value ($000) $81 Shares 129 Est. Cost $401.48 Unrealized +35.7%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $81 Shares 2,284 Est. Cost $29.69 Unrealized +12.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $79 Shares 1,205 Est. Cost $55.78 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $79 Shares 700 Est. Cost $84.82 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $78 Shares 297 Est. Cost $168.83 Unrealized +32.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $78 Shares 1,545 Est. Cost $50.23 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $78 Shares 718 Est. Cost $93.03 Unrealized +1.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $77 Shares 1,496 Est. Cost $31.56 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $76 Shares 300 Est. Cost $208.31 Unrealized +16.3%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $75 Shares 584 Est. Cost $71.88 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $75 Shares 500 Est. Cost $89.33 Unrealized +44.3%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $38.45 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $73 Shares 648 Est. Cost $85.35 Unrealized +6.5%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $73 Shares 902 Est. Cost $38.07 Unrealized +90.3%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $71 Shares 319 Est. Cost $220.94 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $71 Shares 500 Est. Cost $158.45 Unrealized -25.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $70 Shares 326 Est. Cost $218.51 Unrealized -19.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $68 Shares 939 Est. Cost $59.47 Unrealized +14.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 940 Est. Cost $76.47 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $67 Shares 496 Est. Cost $109.59 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $66 Shares 117 Est. Cost $471.28 Unrealized +6.8%
AON AON PLC SHS CL A 0.0%
Value ($000) $65 Shares 222 Est. Cost $195.70 Unrealized +61.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $63 Shares 839 Est. Cost $69.08 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $63 Shares 3,182 Est. Cost $16.55 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $61 Shares 586 Est. Cost $111.29 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $61 Shares 900 Est. Cost $50.72 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $60 Shares 908 Est. Cost $59.90 Unrealized -1.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $60 Shares 819 Est. Cost $68.51 Unrealized -5.3%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $59 Shares 144 Est. Cost $203.14 Unrealized +81.9%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $58 Shares 934 Est. Cost $52.31 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $58 Shares 454 Est. Cost $118.25 Unrealized -9.7%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $57 Shares 604 Est. Cost $91.62 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $56 Shares 535 Est. Cost $100.55 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $56 Shares 280 Est. Cost $163.33 Unrealized +10.9%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $56 Shares 432 Est. Cost $72.53 Unrealized +36.2%
WAT WATERS CORP COM 0.0%
Value ($000) $56 Shares 168 Est. Cost $220.88 Unrealized +25.0%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $55 Shares 728 Est. Cost $121.20 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $54 Shares 1,655 Est. Cost $31.62 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $54 Shares 404 Est. Cost $108.68 Unrealized +7.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $53 Shares 201 Est. Cost $228.69 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $53 Shares 766 Est. Cost $67.49 Unrealized -16.9%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $52 Shares 403 Est. Cost $89.87 Unrealized +53.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $52 Shares 337 Est. Cost $140.11 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $52 Shares 444 Est. Cost $44.77 Unrealized +145.1%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $51 Shares 1,239 Est. Cost $47.58 Unrealized -33.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $51 Shares 981 Est. Cost $35.33 Unrealized +23.6%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $51 Shares 484 Est. Cost $104.19 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $51 Shares 185 Est. Cost $233.98 Unrealized -2.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $51 Shares 133 Est. Cost $250.71 Unrealized +33.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $47 Shares 346 Est. Cost $174.44 Unrealized -33.5%
STT STATE STR CORP COM 0.0%
Value ($000) $46 Shares 600 Est. Cost $79.81 Unrealized -18.8%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $46 Shares 557 Est. Cost $69.95 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $45 Shares 275 Est. Cost $91.47 Unrealized +62.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $45 Shares 163 Est. Cost $263.36 Unrealized -1.6%
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
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $43 Shares 990 Est. Cost $35.26 Unrealized -6.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $41 Shares 402 Est. Cost $121.06 Unrealized
MBND SPDR NUVEEN MUNICIPAL BOND ETF 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $25.92 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $41 Shares 1,141 Est. Cost $26.21 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $41 Shares 295 Est. Cost $97.94 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $40 Shares 533 Est. Cost $63.39 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $62.90 Unrealized +6.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $39 Shares 284 Est. Cost $99.14 Unrealized +29.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $39 Shares 235 Est. Cost $137.66 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $39 Shares 44 Est. Cost $410.21 Unrealized +99.6%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 1,020 Est. Cost $46.99 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $37 Shares 1,145 Est. Cost $49.16 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $37 Shares 998 Est. Cost $24.88 Unrealized +22.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $36 Shares 934 Est. Cost $15.05 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $36 Shares 951 Est. Cost $38.58 Unrealized -19.7%
BLACKROCK INC COM 0.0%
Value ($000) $36 Shares 44 Est. Cost $841.56 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $36 Shares 250 Est. Cost $124.55 Unrealized -0.4%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $35 Shares 425 Est. Cost $64.32 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $35 Shares 634 Est. Cost $55.41 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $34 Shares 2,528 Est. Cost $21.61 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $34 Shares 268 Est. Cost $123.92 Unrealized -10.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $34 Shares 190 Est. Cost $137.07 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $34 Shares 312 Est. Cost $123.24 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $33 Shares 168 Est. Cost $158.55 Unrealized +10.9%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $33 Shares 350 Est. Cost $64.67 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $32 Shares 400 Est. Cost $85.63 Unrealized -16.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $32 Shares 557 Est. Cost $51.97 Unrealized +0.6%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $32 Shares 680 Est. Cost $51.27 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $32 Shares 817 Est. Cost $39.08 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $31 Shares 248 Est. Cost $111.34 Unrealized -2.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $31 Shares 319 Est. Cost $67.58 Unrealized +30.4%
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $31 Shares 750 Est. Cost $49.30 Unrealized -22.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $31 Shares 1,159 Est. Cost $27.00 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $31 Shares 100 Est. Cost $266.05 Unrealized -8.7%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $30 Shares 755 Est. Cost $34.22 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
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $30 Shares 347 Est. Cost $67.74 Unrealized +8.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $29 Shares 64 Est. Cost $313.15 Unrealized +30.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $29 Shares 300 Est. Cost $79.50 Unrealized +5.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 137 Est. Cost $213.82 Unrealized -15.9%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $28 Shares 320 Est. Cost $87.11 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $14.20 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $28 Shares 805 Est. Cost $51.91 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $28 Shares 1,028 Est. Cost $26.71 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $28 Shares 280 Est. Cost $137.62 Unrealized -38.9%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $28 Shares 292 Est. Cost $89.29 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $28 Shares 168 Est. Cost $122.45 Unrealized +23.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $28 Shares 354 Est. Cost $78.28 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $27 Shares 510 Est. Cost $47.86 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $26 Shares 486 Est. Cost $52.73 Unrealized -14.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $26 Shares 258 Est. Cost $92.52 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 308 Est. Cost $64.52 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $26 Shares 317 Est. Cost $57.02 Unrealized +26.6%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $26 Shares 310 Est. Cost $85.12 Unrealized -13.4%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $25 Shares 3,832 Est. Cost $6.16 Unrealized 0.0%
CBZ CBIZ INC COM 0.0%
Value ($000) $25 Shares 406 Est. Cost $29.45 Unrealized +91.7%
HYBL SPDR BLACKSTONE HIGH INCOME ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.25 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $25 Shares 582 Est. Cost $33.23 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $25 Shares 195 Est. Cost $77.74 Unrealized +53.3%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $25 Shares 1,125 Est. Cost $21.63 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $25 Shares 444 Est. Cost $51.88 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $25 Shares 247 Est. Cost $110.48 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $106.72 Unrealized +4.4%
EIX EDISON INTL COM 0.0%
Value ($000) $24 Shares 336 Est. Cost $52.88 Unrealized +12.5%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 499 Est. Cost $42.44 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $23 Shares 90 Est. Cost $227.61 Unrealized +7.9%
XYZ BLOCK INC CL A 0.0%
Value ($000) $23 Shares 300 Est. Cost $147.81 Unrealized -61.7%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $23 Shares 905 Est. Cost $31.50 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 570 Est. Cost $33.39 Unrealized +4.2%
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $23 Shares 468 Est. Cost $50.03 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $23 Shares 394 Est. Cost $56.17 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $23 Shares 747 Est. Cost $26.65 Unrealized -3.1%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $22 Shares 300 Est. Cost $74.46 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $22 Shares 221 Est. Cost $91.95 Unrealized +6.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $22 Shares 46 Est. Cost $281.95 Unrealized +58.4%
KEY KEYCORP COM 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $14.85 Unrealized -28.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 98 Est. Cost $205.72 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 570 Est. Cost $56.25 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $21 Shares 1,470 Est. Cost $6.60 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $21 Shares 141 Est. Cost $42.70 Unrealized +176.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $21 Shares 266 Est. Cost $71.08 Unrealized -1.8%
WSO WATSCO INC COM 0.0%
Value ($000) $20 Shares 47 Est. Cost $253.63 Unrealized +52.8%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $110.63 Unrealized +144.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $19 Shares 930 Est. Cost $39.05 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $19 Shares 149 Est. Cost $123.48 Unrealized -8.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 398 Est. Cost $57.91 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $19 Shares 205 Est. Cost $79.88 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $132.37 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $18 Shares 46 Est. Cost $517.14 Unrealized -21.1%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $18 Shares 2,780 Est. Cost $17.91 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $17 Shares 73 Est. Cost $139.48 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $17 Shares 5,000 Est. Cost Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $16 Shares 233 Est. Cost $66.95 Unrealized -4.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $16 Shares 230 Est. Cost $22.79 Unrealized +164.9%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $16 Shares 369 Est. Cost $43.02 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $16 Shares 190 Est. Cost $73.44 Unrealized +3.0%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $16 Shares 396 Est. Cost $35.45 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $16 Shares 600 Est. Cost $37.06 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $16 Shares 475 Est. Cost $30.25 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $15 Shares 210 Est. Cost $66.35 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $15 Shares 450 Est. Cost $43.33 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 229 Est. Cost $71.44 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $14 Shares 355 Est. Cost $39.85 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $14 Shares 29 Est. Cost $36.47 Unrealized +19.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 182 Est. Cost $79.57 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $14 Shares 550 Est. Cost $28.81 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.17 Unrealized +20.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $14 Shares 115 Est. Cost $71.78 Unrealized +42.7%
QIAGEN NV SHS NEW 0.0%
Value ($000) $14 Shares 314 Est. Cost $55.58 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $235.19 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.63 Unrealized +13.3%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $13 Shares 162 Est. Cost $75.97 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $13 Shares 60 Est. Cost $32.56 Unrealized +21.0%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $13 Shares 86 Est. Cost $110.42 Unrealized +16.1%
TGT TARGET CORP COM 0.0%
Value ($000) $13 Shares 88 Est. Cost $134.01 Unrealized -15.7%
INGR INGREDION INC COM 0.0%
Value ($000) $12 Shares 115 Est. Cost $105.78 Unrealized -5.1%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $12 Shares 928 Est. Cost $16.63 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $12 Shares 65 Est. Cost $206.31 Unrealized -21.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $12 Shares 39 Est. Cost $299.44 Unrealized -9.8%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $12 Shares 200 Est. Cost $59.93 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $12 Shares 19 Est. Cost $152.39 Unrealized +237.2%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.78 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $12 Shares 288 Est. Cost $34.74 Unrealized +6.0%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 512 Est. Cost $22.95 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $12 Shares 305 Est. Cost $70.00 Unrealized -52.0%
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $12 Shares 5,000 Est. Cost $9.13 Unrealized -74.4%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $12 Shares 59 Est. Cost $155.15 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $45.28 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $12 Shares 97 Est. Cost $98.98 Unrealized +6.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.71 Unrealized +11.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $11 Shares 111 Est. Cost $97.29 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $11 Shares 56 Est. Cost $82.92 Unrealized +110.9%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $11 Shares 319 Est. Cost $25.28 Unrealized +15.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $11 Shares 55 Est. Cost $160.72 Unrealized +7.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 45 Est. Cost $229.71 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 564 Est. Cost $21.04 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $11 Shares 322 Est. Cost $31.78 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $11 Shares 35 Est. Cost $246.89 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $109.57 Unrealized +9.5%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $11 Shares 100 Est. Cost $72.71 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 119 Est. Cost $84.31 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 Shares 1,275 Est. Cost $6.14 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $10 Shares 23 Est. Cost $278.57 Unrealized +39.4%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $87.28 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $123.07 Unrealized +37.6%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $10 Shares 639 Est. Cost $15.86 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 933 Est. Cost $12.84 Unrealized -32.3%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 884 Est. Cost $18.66 Unrealized -42.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $10 Shares 43 Est. Cost $131.17 Unrealized +77.2%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $24.67 Unrealized +18.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 274 Est. Cost $37.65 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $9 Shares 82 Est. Cost $124.70 Unrealized -27.2%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 196 Est. Cost $49.94 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $46.07 Unrealized +13.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.41 Unrealized 0.0%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $9 Shares 140 Est. Cost $65.91 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $9 Shares 106 Est. Cost $78.50 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.71 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $169.53 Unrealized -37.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $9 Shares 57 Est. Cost $133.73 Unrealized +5.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $210.27 Unrealized +11.4%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $9 Shares 90 Est. Cost $68.03 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $8 Shares 308 Est. Cost $28.61 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 415 Est. Cost $13.96 Unrealized +14.3%
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $8 Shares 153 Est. Cost $54.17 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $8 Shares 247 Est. Cost $33.31 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $15.06 Unrealized +13.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $8 Shares 16 Est. Cost $464.23 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 111 Est. Cost $67.27 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $143.32 Unrealized +145.5%
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.74 Unrealized +1.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $8 Shares 92 Est. Cost $79.13 Unrealized -9.7%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 51 Est. Cost $103.58 Unrealized +37.1%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $8 Shares 44 Est. Cost $58.39 Unrealized +140.8%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.42 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.33 Unrealized -34.1%
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $94.37 Unrealized -20.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $448.81 Unrealized +13.2%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $7 Shares 330 Est. Cost $24.30 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $7 Shares 345 Est. Cost $11.76 Unrealized +20.3%
RS RELIANCE INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $113.17 Unrealized +134.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.11 Unrealized +26.0%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $58.72 Unrealized
KELLANOVA COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $60.91 Unrealized -19.9%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $6 Shares 255 Est. Cost $12.66 Unrealized +69.1%
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +46.7%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $6 Shares 561 Est. Cost $16.71 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $6 Shares 350 Est. Cost $7.70 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 145 Est. Cost $51.81 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $171.58 Unrealized -44.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $225.72 Unrealized +17.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $5 Shares 91 Est. Cost $40.97 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $47.01 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.73 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $5 Shares 166 Est. Cost $41.62 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $1158.08 Unrealized +123.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $125.97 Unrealized -13.2%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $164.60 Unrealized -65.3%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $43.65 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $36.13 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $152.69 Unrealized +161.6%
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $43.73 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $49.83 Unrealized +107.4%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $5 Shares 53 Est. Cost $110.11 Unrealized -24.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 893 Est. Cost $7.39 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $5 Shares 20 Est. Cost $142.16 Unrealized +51.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $218.14 Unrealized +26.0%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.33 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $384.24 Unrealized -18.4%
SRE SEMPRA COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $69.19 Unrealized -3.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 13 Est. Cost $283.68 Unrealized +5.1%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.46 Unrealized -8.8%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $209.01 Unrealized -28.6%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +52.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +200.9%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $63.33 Unrealized +18.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.59 Unrealized -20.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $56.35 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $97.25 Unrealized +29.3%
NTAP NETAPP INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $77.04 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +65.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $159.01 Unrealized +70.1%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $4 Shares 111 Est. Cost $11.66 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $277.03 Unrealized
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $4 Shares 188 Est. Cost $19.95 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $61.61 Unrealized -26.3%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.92 Unrealized -35.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $4 Shares 148 Est. Cost $15.85 Unrealized +41.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.48 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 67 Est. Cost $54.80 Unrealized -11.1%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $1898.79 Unrealized +61.6%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $3 Shares 1,084 Est. Cost $2.70 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $371.45 Unrealized +103.6%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.51 Unrealized +6.5%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +30.5%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +33.9%
CATALENT INC COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $56.30 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.37 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized -18.1%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $161.78 Unrealized -3.8%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $109.03 Unrealized +15.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $105.94 Unrealized +36.1%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $50.11 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +30.5%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $91.01 Unrealized +112.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +16.3%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $160.40 Unrealized -32.8%
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.62 Unrealized -22.3%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +11.9%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized +22.2%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +54.3%
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +63.9%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $150.05 Unrealized -43.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +8.7%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +45.5%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $29.24 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +58.6%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized -3.8%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +9.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.06 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $457.04 Unrealized +75.6%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $2 Shares 70 Est. Cost $35.23 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -46.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +16.6%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 134 Est. Cost $27.15 Unrealized -54.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $30.19 Unrealized +109.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $33.47 Unrealized -24.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized +11.2%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.79 Unrealized -13.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -5.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -36.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $2 Shares 3 Est. Cost $220.47 Unrealized +131.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.30 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.28 Unrealized +8.3%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.53 Unrealized -33.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.76 Unrealized -13.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $267.92 Unrealized +27.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.10 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $87.21 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $71.36 Unrealized +56.5%
ICUI ICU MED INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $172.09 Unrealized -43.2%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +4.3%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $32.82 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.72 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 23 Est. Cost $55.02 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +194.2%
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized +14.7%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $76.72 Unrealized -52.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +179.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +73.8%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.63 Unrealized +11.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +22.3%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized -1.4%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $58.32 Unrealized
CANO HEALTH INC COM CL A 0.0%
Value ($000) $1 Shares 198 Est. Cost $3.12 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 250 Est. Cost $23.74 Unrealized -77.9%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +9.6%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +22.8%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +35.3%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.41 Unrealized -47.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +67.8%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $21.50 Unrealized -70.7%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.14 Unrealized +6.6%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +38.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +66.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +4.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +21.9%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized -5.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.93 Unrealized -16.4%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +11.4%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.48 Unrealized -29.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.81 Unrealized +21.3%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -39.7%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.09 Unrealized -63.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +101.6%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +1.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized -14.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +11.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized -6.0%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $207.32 Unrealized +4.6%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +96.4%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $154.54 Unrealized -24.1%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $29.48 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +11.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +2.0%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.19 Unrealized -24.2%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.62 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +110.8%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +31.2%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized -3.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +7.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +26.5%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $24.68 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +57.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.63 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $40.45 Unrealized -2.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $86.89 Unrealized -19.9%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -17.1%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.42 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $94.79 Unrealized -44.6%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized +13.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized +1.8%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -35.3%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.33 Unrealized
FLORA GROWTH CORP COM 0.0%
Value ($000) $0 Shares 249 Est. Cost $1.35 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -43.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized +24.3%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $15.47 Unrealized
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -83.1%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +86.3%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized +56.5%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $9.64 Unrealized -12.9%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +20.8%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.59 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +120.0%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.26 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
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized -65.3%