Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $232,589 (100.0% shares, 0.0% debt)

Holdings (702)

AAPL APPLE INC COM 5.2%
Value ($000) $12,020 Shares 70,692 Est. Cost $123.88 Unrealized +45.5%
SPY SPDR S&P 500 ETF TRUST 4.8%
Value ($000) $11,098 Shares 21,254 Est. Cost $388.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.1%
Value ($000) $9,510 Shares 15 Est. Cost $325723.70 Unrealized +82.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.4%
Value ($000) $7,869 Shares 98,193 Est. Cost $63.65 Unrealized
VOO VANGUARD S&P 500 ETF 3.0%
Value ($000) $7,006 Shares 14,594 Est. Cost $333.26 Unrealized
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $6,375 Shares 15,014 Est. Cost $171.31 Unrealized +133.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.8%
Value ($000) $4,162 Shares 22,928 Est. Cost $162.63 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $3,642 Shares 10,578 Est. Cost $207.73 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 1.5%
Value ($000) $3,549 Shares 42,133 Est. Cost $95.75 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $3,351 Shares 21,062 Est. Cost $105.34 Unrealized +32.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.3%
Value ($000) $2,966 Shares 17,616 Est. Cost $141.59 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.2%
Value ($000) $2,834 Shares 56,917 Est. Cost $31.29 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $2,827 Shares 5,386 Est. Cost $421.02 Unrealized
MRK MERCK & CO INC COM 1.1%
Value ($000) $2,667 Shares 20,356 Est. Cost $77.46 Unrealized +49.5%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $2,427 Shares 20,741 Est. Cost $59.40 Unrealized +65.1%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 1.0%
Value ($000) $2,353 Shares 47,308 Est. Cost $42.90 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $2,245 Shares 8,011 Est. Cost $195.61 Unrealized +42.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $2,146 Shares 55,216 Est. Cost $32.36 Unrealized
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $2,121 Shares 13,211 Est. Cost $132.99 Unrealized +12.7%
PCAR PACCAR INC COM 0.9%
Value ($000) $2,095 Shares 17,017 Est. Cost $58.16 Unrealized +73.3%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,009 Shares 11,611 Est. Cost $133.01 Unrealized +18.2%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.9%
Value ($000) $2,001 Shares 6,338 Est. Cost $275.75 Unrealized
ORCL ORACLE CORP COM 0.8%
Value ($000) $1,869 Shares 14,897 Est. Cost $89.79 Unrealized +25.1%
NUE NUCOR CORP COM 0.8%
Value ($000) $1,866 Shares 9,332 Est. Cost $110.89 Unrealized +59.8%
AFL AFLAC INC COM 0.7%
Value ($000) $1,703 Shares 19,988 Est. Cost $50.42 Unrealized +56.2%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,699 Shares 4,617 Est. Cost $227.27 Unrealized +53.4%
V VISA INC COM CL A 0.7%
Value ($000) $1,689 Shares 6,069 Est. Cost $220.99 Unrealized +23.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.7%
Value ($000) $1,683 Shares 11,891 Est. Cost $103.70 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,677 Shares 3,413 Est. Cost $228.46 Unrealized +94.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.7%
Value ($000) $1,646 Shares 46,144 Est. Cost $31.35 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,585 Shares 10,163 Est. Cost $134.45 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $1,574 Shares 1,742 Est. Cost $22.59 Unrealized +220.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $1,533 Shares 11,310 Est. Cost $117.69 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $1,528 Shares 30,573 Est. Cost $48.21 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,521 Shares 9,281 Est. Cost $142.31 Unrealized
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,501 Shares 40,014 Est. Cost $27.84 Unrealized +17.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.6%
Value ($000) $1,465 Shares 40,348 Est. Cost $34.83 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.6%
Value ($000) $1,460 Shares 19,397 Est. Cost $71.50 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.6%
Value ($000) $1,460 Shares 33,972 Est. Cost $38.78 Unrealized +6.3%
SMH VANECK SEMICONDUCTOR ETF 0.6%
Value ($000) $1,447 Shares 6,347 Est. Cost $173.98 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,441 Shares 3,238 Est. Cost $248.44 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $1,439 Shares 7,232 Est. Cost $125.31 Unrealized +38.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.6%
Value ($000) $1,433 Shares 29,311 Est. Cost $52.61 Unrealized
QCOM QUALCOMM INC COM 0.6%
Value ($000) $1,424 Shares 8,292 Est. Cost $115.24 Unrealized +28.9%
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $1,390 Shares 23,932 Est. Cost $45.34 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.6%
Value ($000) $1,387 Shares 15,177 Est. Cost $91.44 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,360 Shares 27,171 Est. Cost $43.43 Unrealized +8.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $1,346 Shares 10,280 Est. Cost $108.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $1,309 Shares 6,897 Est. Cost $140.13 Unrealized +23.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $1,309 Shares 3,859 Est. Cost $282.49 Unrealized +25.6%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,293 Shares 8,197 Est. Cost $141.37 Unrealized +6.3%
TROW PRICE T ROWE GROUP INC COM 0.6%
Value ($000) $1,293 Shares 10,747 Est. Cost $89.74 Unrealized +13.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $1,278 Shares 30,480 Est. Cost $39.47 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,259 Shares 1,655 Est. Cost $229.92 Unrealized +205.5%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,253 Shares 6,922 Est. Cost $125.69 Unrealized +32.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,114 Shares 14,593 Est. Cost $80.31 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,094 Shares 5,251 Est. Cost $179.38 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $1,093 Shares 4,675 Est. Cost $179.66 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.5%
Value ($000) $1,078 Shares 43,556 Est. Cost $33.23 Unrealized -24.2%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,068 Shares 25,253 Est. Cost $39.34 Unrealized +3.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.5%
Value ($000) $1,068 Shares 12,556 Est. Cost $111.96 Unrealized
VTV VANGUARD VALUE ETF 0.5%
Value ($000) $1,061 Shares 6,543 Est. Cost $149.79 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value ($000) $1,037 Shares 13,022 Est. Cost $80.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $993 Shares 6,348 Est. Cost $109.78 Unrealized +30.5%
KR KROGER CO COM 0.4%
Value ($000) $975 Shares 17,112 Est. Cost $45.02 Unrealized +5.1%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.4%
Value ($000) $964 Shares 54,832 Est. Cost $17.41 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $953 Shares 11,968 Est. Cost $78.71 Unrealized
FTNT FORTINET INC COM 0.4%
Value ($000) $926 Shares 13,654 Est. Cost $56.26 Unrealized +18.3%
QQQM INVESCO NASDAQ 100 ETF 0.4%
Value ($000) $917 Shares 5,010 Est. Cost $153.71 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $915 Shares 9,886 Est. Cost $96.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $914 Shares 5,875 Est. Cost $110.94 Unrealized +28.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $908 Shares 35,819 Est. Cost $25.57 Unrealized
LAM RESEARCH CORP COM 0.4%
Value ($000) $905 Shares 922 Est. Cost $503.15 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $904 Shares 21,204 Est. Cost $38.69 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.4%
Value ($000) $887 Shares 17,618 Est. Cost $50.34 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $876 Shares 20,903 Est. Cost $34.31 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.4%
Value ($000) $858 Shares 40,937 Est. Cost $20.65 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.4%
Value ($000) $851 Shares 32,847 Est. Cost $25.86 Unrealized
EOG EOG RES INC COM 0.4%
Value ($000) $827 Shares 6,375 Est. Cost $68.69 Unrealized +60.7%
BLDR BUILDERS FIRSTSOURCE INC COM 0.4%
Value ($000) $816 Shares 3,971 Est. Cost $120.51 Unrealized +53.4%
HCI HCI GROUP INC COM 0.3%
Value ($000) $801 Shares 6,957 Est. Cost $68.74 Unrealized +42.8%
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $793 Shares 8,452 Est. Cost $93.85 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.3%
Value ($000) $792 Shares 9,144 Est. Cost $126.69 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.3%
Value ($000) $784 Shares 17,347 Est. Cost $50.46 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $782 Shares 3,229 Est. Cost $160.87 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $777 Shares 5,303 Est. Cost $118.60 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.3%
Value ($000) $768 Shares 6,977 Est. Cost $83.04 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $764 Shares 17,940 Est. Cost $44.06 Unrealized
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $762 Shares 8,558 Est. Cost $59.79 Unrealized +36.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $722 Shares 5,776 Est. Cost $91.55 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $720 Shares 2,934 Est. Cost $184.49 Unrealized +27.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $700 Shares 8,501 Est. Cost $67.29 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $696 Shares 1,207 Est. Cost $199.24 Unrealized +176.2%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $694 Shares 4,005 Est. Cost $157.56 Unrealized +0.2%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $679 Shares 4,156 Est. Cost $123.56 Unrealized +9.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $671 Shares 1,698 Est. Cost $292.36 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $669 Shares 5,508 Est. Cost $137.45 Unrealized -25.5%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $659 Shares 2,359 Est. Cost $96.52 Unrealized +63.4%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $632 Shares 10,071 Est. Cost $57.68 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $616 Shares 2,501 Est. Cost $176.80 Unrealized +26.1%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.3%
Value ($000) $609 Shares 24,021 Est. Cost $25.79 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $602 Shares 11,111 Est. Cost $86.11 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.3%
Value ($000) $584 Shares 10,578 Est. Cost $48.06 Unrealized -0.5%
J JACOBS SOLUTIONS INC COM 0.2%
Value ($000) $581 Shares 3,844 Est. Cost $106.83 Unrealized +7.9%
LDOS LEIDOS HOLDINGS INC COM 0.2%
Value ($000) $575 Shares 4,411 Est. Cost $100.25 Unrealized +16.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $574 Shares 2,760 Est. Cost $178.16 Unrealized
QLD PROSHARES ULTRA QQQ 0.2%
Value ($000) $565 Shares 6,432 Est. Cost $90.01 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $550 Shares 4,282 Est. Cost $65.56 Unrealized +73.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $550 Shares 1,309 Est. Cost $310.45 Unrealized +26.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $544 Shares 5,874 Est. Cost $78.69 Unrealized
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $540 Shares 5,387 Est. Cost $81.44 Unrealized +0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $525 Shares 9,901 Est. Cost $44.50 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $521 Shares 1,105 Est. Cost $447.52 Unrealized -0.4%
OIH VANECK OIL SERVICES ETF 0.2%
Value ($000) $510 Shares 1,510 Est. Cost $338.02 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $509 Shares 24,929 Est. Cost $20.35 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $507 Shares 26,405 Est. Cost $19.23 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.2%
Value ($000) $506 Shares 7,133 Est. Cost $74.58 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $506 Shares 5,366 Est. Cost $93.93 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $503 Shares 3,854 Est. Cost $117.72 Unrealized
MLN VANECK LONG MUNI ETF 0.2%
Value ($000) $498 Shares 27,840 Est. Cost $18.00 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $484 Shares 1,881 Est. Cost $213.75 Unrealized +12.8%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $466 Shares 25,358 Est. Cost $18.07 Unrealized +0.8%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $465 Shares 10,299 Est. Cost $49.27 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $465 Shares 6,227 Est. Cost $89.99 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $463 Shares 2,442 Est. Cost $207.75 Unrealized -1.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $461 Shares 2,208 Est. Cost $132.07 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $460 Shares 9,752 Est. Cost $47.61 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $457 Shares 2,526 Est. Cost $92.95 Unrealized +74.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $449 Shares 1,588 Est. Cost $214.47 Unrealized +28.7%
WMT WALMART INC COM 0.2%
Value ($000) $440 Shares 7,338 Est. Cost $51.41 Unrealized +9.0%
INTC INTEL CORP COM 0.2%
Value ($000) $431 Shares 9,686 Est. Cost $48.83 Unrealized -9.8%
KCE SPDR S&P CAPITAL MARKETS ETF 0.2%
Value ($000) $431 Shares 3,932 Est. Cost $109.63 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $427 Shares 7,042 Est. Cost $45.48 Unrealized +24.7%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $423 Shares 5,320 Est. Cost $62.05 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $411 Shares 7,324 Est. Cost $52.59 Unrealized
TXT TEXTRON INC COM 0.2%
Value ($000) $406 Shares 4,262 Est. Cost $76.08 Unrealized +13.6%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.2%
Value ($000) $401 Shares 12,386 Est. Cost $30.70 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $388 Shares 792 Est. Cost $251.78 Unrealized +94.2%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $385 Shares 1,701 Est. Cost $204.44 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $380 Shares 3,995 Est. Cost $85.55 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $362 Shares 2,572 Est. Cost $95.90 Unrealized +28.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value ($000) $348 Shares 3,187 Est. Cost $111.33 Unrealized +3.5%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $343 Shares 1,956 Est. Cost $72.23 Unrealized +61.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $343 Shares 8,124 Est. Cost $54.06 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $342 Shares 1,405 Est. Cost $173.79 Unrealized +35.6%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $341 Shares 9,630 Est. Cost $35.55 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $336 Shares 742 Est. Cost $409.45 Unrealized +1.6%
AIR AAR CORP COM 0.1%
Value ($000) $331 Shares 5,613 Est. Cost $45.42 Unrealized +37.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $328 Shares 1,027 Est. Cost $165.81 Unrealized +84.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $322 Shares 2,669 Est. Cost $94.06 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $315 Shares 658 Est. Cost $282.85 Unrealized +60.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $309 Shares 747 Est. Cost $306.51 Unrealized +21.5%
MBB ISHARES MBS ETF 0.1%
Value ($000) $298 Shares 3,249 Est. Cost $104.32 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $296 Shares 4,034 Est. Cost $62.88 Unrealized
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $293 Shares 1,705 Est. Cost $108.20 Unrealized +42.1%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $290 Shares 2,200 Est. Cost $99.45 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.1%
Value ($000) $279 Shares 19,776 Est. Cost $21.24 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $275 Shares 2,759 Est. Cost $56.17 Unrealized +68.4%
TSLA TESLA INC COM 0.1%
Value ($000) $268 Shares 1,530 Est. Cost $250.72 Unrealized -22.1%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $268 Shares 1,257 Est. Cost $138.55 Unrealized +37.9%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $267 Shares 6,690 Est. Cost $49.74 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $265 Shares 5,316 Est. Cost $50.47 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $258 Shares 1,132 Est. Cost $121.86 Unrealized +66.5%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $255 Shares 701 Est. Cost $178.46 Unrealized +74.3%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $255 Shares 5,169 Est. Cost $49.33 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $255 Shares 19,156 Est. Cost $9.71 Unrealized +10.0%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $253 Shares 9,906 Est. Cost $24.96 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $250 Shares 5,025 Est. Cost $28.58 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $241 Shares 3,029 Est. Cost $72.49 Unrealized -2.3%
PFE PFIZER INC COM 0.1%
Value ($000) $238 Shares 8,583 Est. Cost $37.21 Unrealized -33.8%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $231 Shares 9,139 Est. Cost $25.51 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $226 Shares 914 Est. Cost $241.31 Unrealized +0.1%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $225 Shares 8,532 Est. Cost $26.58 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $223 Shares 9,800 Est. Cost $22.79 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $212 Shares 2,709 Est. Cost $40.79 Unrealized +93.7%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $209 Shares 830 Est. Cost $116.58 Unrealized +103.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $208 Shares 1,859 Est. Cost $80.73 Unrealized +37.2%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $208 Shares 2,819 Est. Cost $50.14 Unrealized +52.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $201 Shares 3,335 Est. Cost $78.22 Unrealized
T AT&T INC COM 0.1%
Value ($000) $200 Shares 11,438 Est. Cost $16.54 Unrealized -5.6%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $194 Shares 3,597 Est. Cost $49.65 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $190 Shares 834 Est. Cost $140.56 Unrealized +47.1%
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.1%
Value ($000) $185 Shares 4,159 Est. Cost $44.40 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $183 Shares 2,493 Est. Cost $66.44 Unrealized +6.2%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $172 Shares 1,494 Est. Cost $72.69 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $164 Shares 8,095 Est. Cost $20.86 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $164 Shares 1,409 Est. Cost $74.07 Unrealized +33.1%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $161 Shares 1,908 Est. Cost $77.76 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $161 Shares 797 Est. Cost $161.71 Unrealized +11.8%
DE DEERE & CO COM 0.1%
Value ($000) $161 Shares 398 Est. Cost $363.06 Unrealized +2.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $159 Shares 6,972 Est. Cost $16.61 Unrealized +28.3%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $157 Shares 1,714 Est. Cost $85.27 Unrealized +3.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $157 Shares 981 Est. Cost $120.01 Unrealized +17.6%
DHI D R HORTON INC COM 0.1%
Value ($000) $156 Shares 963 Est. Cost $50.08 Unrealized +193.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $155 Shares 1,417 Est. Cost $109.08 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $152 Shares 1,500 Est. Cost $76.41 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $152 Shares 211 Est. Cost $472.62 Unrealized +49.5%
BX BLACKSTONE INC COM 0.1%
Value ($000) $150 Shares 1,142 Est. Cost $112.14 Unrealized +5.9%
LIN LINDE PLC SHS 0.1%
Value ($000) $148 Shares 319 Est. Cost $295.17 Unrealized +43.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $148 Shares 2,329 Est. Cost $65.38 Unrealized -15.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $146 Shares 1,412 Est. Cost $100.94 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $145 Shares 870 Est. Cost $75.57 Unrealized +107.3%
PATH UIPATH INC CL A 0.1%
Value ($000) $144 Shares 6,471 Est. Cost $16.88 Unrealized +38.6%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $144 Shares 4,425 Est. Cost $32.13 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $140 Shares 539 Est. Cost $188.76 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $137 Shares 1,966 Est. Cost $47.68 Unrealized +44.5%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $134 Shares 369 Est. Cost $194.29 Unrealized +63.5%
JBL JABIL INC COM 0.1%
Value ($000) $134 Shares 987 Est. Cost $101.77 Unrealized +31.4%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $132 Shares 1,878 Est. Cost $47.11 Unrealized +28.6%
ADBE ADOBE INC COM 0.1%
Value ($000) $131 Shares 261 Est. Cost $570.60 Unrealized +0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $130 Shares 2,458 Est. Cost $53.08 Unrealized -13.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $125 Shares 2,758 Est. Cost $40.54 Unrealized -6.3%
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $124 Shares 4,992 Est. Cost $21.28 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $124 Shares 2,954 Est. Cost $42.06 Unrealized
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.1%
Value ($000) $123 Shares 1,230 Est. Cost $101.41 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $123 Shares 660 Est. Cost $185.67 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $117 Shares 718 Est. Cost $90.70 Unrealized +74.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $116 Shares 2,021 Est. Cost $36.07 Unrealized +39.0%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $112 Shares 4,518 Est. Cost $23.59 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $111 Shares 610 Est. Cost $137.52 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $110 Shares 2,457 Est. Cost $30.47 Unrealized +33.6%
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $110 Shares 2,200 Est. Cost $49.67 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $109 Shares 1,800 Est. Cost $87.40 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $109 Shares 308 Est. Cost $180.28 Unrealized +78.9%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $108 Shares 346 Est. Cost $84.38 Unrealized +250.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $106 Shares 868 Est. Cost $113.81 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $106 Shares 1,052 Est. Cost $84.40 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $105 Shares 3,610 Est. Cost $42.85 Unrealized -30.8%
CDW CDW CORP COM 0.0%
Value ($000) $105 Shares 416 Est. Cost $122.84 Unrealized +88.5%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $105 Shares 813 Est. Cost $155.70 Unrealized -23.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $105 Shares 423 Est. Cost $178.18 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $105 Shares 421 Est. Cost $179.81 Unrealized +23.5%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $103 Shares 446 Est. Cost $194.84 Unrealized +10.8%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $103 Shares 5,559 Est. Cost $18.81 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $101 Shares 1,235 Est. Cost $61.86 Unrealized +12.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $100 Shares 396 Est. Cost $166.15 Unrealized +43.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $98 Shares 2,027 Est. Cost $50.15 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $98 Shares 661 Est. Cost $122.70 Unrealized +11.2%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $97 Shares 1,325 Est. Cost $58.00 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $96 Shares 273 Est. Cost $404.20 Unrealized -8.6%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $95 Shares 1,938 Est. Cost $51.32 Unrealized
EMHC SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $95 Shares 3,959 Est. Cost $23.95 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $93 Shares 12,927 Est. Cost $7.66 Unrealized +3.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $93 Shares 720 Est. Cost $124.03 Unrealized -8.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $92 Shares 6,000 Est. Cost $20.34 Unrealized -28.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $92 Shares 631 Est. Cost $107.56 Unrealized +22.6%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $92 Shares 894 Est. Cost $38.07 Unrealized +133.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $91 Shares 158 Est. Cost $375.20 Unrealized +48.6%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $91 Shares 700 Est. Cost $84.82 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $90 Shares 964 Est. Cost $80.04 Unrealized +4.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $90 Shares 297 Est. Cost $168.83 Unrealized +68.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $88 Shares 646 Est. Cost $125.77 Unrealized
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $88 Shares 2,213 Est. Cost $39.75 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $88 Shares 40,000 Est. Cost $2.04 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $87 Shares 2,697 Est. Cost $32.63 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $86 Shares 64 Est. Cost $43.44 Unrealized +179.0%
TER TERADYNE INC COM 0.0%
Value ($000) $86 Shares 764 Est. Cost $93.66 Unrealized +10.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $86 Shares 1,278 Est. Cost $68.24 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $86 Shares 1,496 Est. Cost $31.56 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $85 Shares 929 Est. Cost $85.75 Unrealized -0.9%
FDX FEDEX CORP COM 0.0%
Value ($000) $84 Shares 300 Est. Cost $208.31 Unrealized +15.1%
INTU INTUIT COM 0.0%
Value ($000) $83 Shares 129 Est. Cost $401.48 Unrealized +57.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $80 Shares 1,041 Est. Cost $54.31 Unrealized +32.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $78 Shares 584 Est. Cost $71.88 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $38.45 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $73 Shares 222 Est. Cost $195.70 Unrealized +56.4%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $72 Shares 4,503 Est. Cost $15.63 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $72 Shares 500 Est. Cost $89.33 Unrealized +52.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $71 Shares 940 Est. Cost $76.47 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $70 Shares 1,219 Est. Cost $56.37 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $69 Shares 648 Est. Cost $85.35 Unrealized +15.0%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $69 Shares 496 Est. Cost $109.59 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $69 Shares 411 Est. Cost $205.45 Unrealized -10.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $68 Shares 500 Est. Cost $158.45 Unrealized -13.1%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $68 Shares 3,163 Est. Cost $16.55 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $67 Shares 727 Est. Cost $142.41 Unrealized -31.3%
MET METLIFE INC COM 0.0%
Value ($000) $67 Shares 908 Est. Cost $59.90 Unrealized +10.2%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $66 Shares 432 Est. Cost $72.53 Unrealized +76.7%
SAP SAP SE SPON ADR 0.0%
Value ($000) $66 Shares 337 Est. Cost $140.11 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $66 Shares 819 Est. Cost $68.51 Unrealized +8.9%
MSCI MSCI INC COM 0.0%
Value ($000) $65 Shares 117 Est. Cost $471.28 Unrealized +16.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $64 Shares 1,230 Est. Cost $50.23 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $63 Shares 326 Est. Cost $218.51 Unrealized -14.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $63 Shares 1,303 Est. Cost $37.84 Unrealized +6.9%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $63 Shares 900 Est. Cost $50.72 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $62 Shares 2,235 Est. Cost $28.56 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $61 Shares 146 Est. Cost $206.14 Unrealized +105.1%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $59 Shares 728 Est. Cost $121.20 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $58 Shares 168 Est. Cost $220.88 Unrealized +48.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $58 Shares 133 Est. Cost $250.71 Unrealized +55.9%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $58 Shares 201 Est. Cost $228.69 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $58 Shares 1,657 Est. Cost $34.84 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $57 Shares 444 Est. Cost $44.77 Unrealized +140.4%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $57 Shares 454 Est. Cost $118.25 Unrealized -0.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $56 Shares 981 Est. Cost $35.33 Unrealized +49.1%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $56 Shares 584 Est. Cost $70.90 Unrealized +27.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $56 Shares 895 Est. Cost $59.47 Unrealized -7.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $56 Shares 185 Est. Cost $233.98 Unrealized +14.4%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $56 Shares 533 Est. Cost $63.39 Unrealized +41.7%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $55 Shares 280 Est. Cost $163.33 Unrealized +21.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $54 Shares 346 Est. Cost $174.44 Unrealized -21.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $52 Shares 404 Est. Cost $108.68 Unrealized +11.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $52 Shares 275 Est. Cost $91.47 Unrealized +80.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $52 Shares 1,176 Est. Cost $35.80 Unrealized +7.9%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $49 Shares 939 Est. Cost $52.11 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $49 Shares 1,114 Est. Cost $29.41 Unrealized +25.8%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $48 Shares 1,239 Est. Cost $47.58 Unrealized -23.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $48 Shares 196 Est. Cost $258.16 Unrealized -9.9%
STT STATE STR CORP COM 0.0%
Value ($000) $46 Shares 600 Est. Cost $79.81 Unrealized -12.8%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $45 Shares 395 Est. Cost $100.55 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $45 Shares 403 Est. Cost $89.87 Unrealized +32.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $45 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
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $44 Shares 274 Est. Cost $193.91 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $44 Shares 284 Est. Cost $99.14 Unrealized +38.7%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $44 Shares 295 Est. Cost $97.94 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $43 Shares 1,020 Est. Cost $46.99 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $43 Shares 347 Est. Cost $67.74 Unrealized +32.6%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $43 Shares 500 Est. Cost $62.90 Unrealized +18.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $43 Shares 44 Est. Cost $410.21 Unrealized +130.5%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $42 Shares 1,145 Est. Cost $49.16 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $42 Shares 235 Est. Cost $137.66 Unrealized
MBND SPDR NUVEEN MUNICIPAL BOND ETF 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $25.92 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $41 Shares 402 Est. Cost $121.06 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $40 Shares 305 Est. Cost $115.07 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $40 Shares 934 Est. Cost $15.05 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $39 Shares 436 Est. Cost $87.59 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $38 Shares 168 Est. Cost $158.55 Unrealized +31.1%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $38 Shares 880 Est. Cost $39.38 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $38 Shares 250 Est. Cost $124.55 Unrealized +12.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $37 Shares 998 Est. Cost $24.88 Unrealized +31.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $37 Shares 268 Est. Cost $123.92 Unrealized +4.7%
BLACKROCK INC COM 0.0%
Value ($000) $36 Shares 44 Est. Cost $841.56 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $36 Shares 350 Est. Cost $64.67 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $36 Shares 319 Est. Cost $67.58 Unrealized +47.1%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $36 Shares 839 Est. Cost $35.11 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $36 Shares 532 Est. Cost $55.78 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $36 Shares 190 Est. Cost $137.07 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $36 Shares 425 Est. Cost $64.32 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $35 Shares 64 Est. Cost $313.15 Unrealized +59.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $34 Shares 400 Est. Cost $85.63 Unrealized -11.3%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 557 Est. Cost $51.97 Unrealized +5.2%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $33 Shares 2,486 Est. Cost $13.24 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $33 Shares 366 Est. Cost $74.33 Unrealized +11.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $33 Shares 248 Est. Cost $111.34 Unrealized +10.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $32 Shares 852 Est. Cost $37.74 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $32 Shares 168 Est. Cost $122.45 Unrealized +41.8%
CBZ CBIZ INC COM 0.0%
Value ($000) $32 Shares 406 Est. Cost $29.45 Unrealized +136.1%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $31 Shares 680 Est. Cost $51.27 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $31 Shares 514 Est. Cost $57.11 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $31 Shares 805 Est. Cost $51.91 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $30 Shares 25 Est. Cost $1490.52 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $30 Shares 2,028 Est. Cost $21.61 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $30 Shares 280 Est. Cost $137.62 Unrealized -26.8%
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $29 Shares 750 Est. Cost $49.30 Unrealized -20.9%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $29 Shares 509 Est. Cost $47.86 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $29 Shares 195 Est. Cost $77.74 Unrealized +73.9%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $266.05 Unrealized -0.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 137 Est. Cost $213.82 Unrealized -5.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $28 Shares 107 Est. Cost $224.47 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $28 Shares 486 Est. Cost $52.73 Unrealized -2.6%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $28 Shares 582 Est. Cost $33.23 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $27 Shares 444 Est. Cost $51.88 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 308 Est. Cost $64.52 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $14.20 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $27 Shares 304 Est. Cost $85.12 Unrealized -3.4%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $26 Shares 105 Est. Cost $220.94 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $26 Shares 141 Est. Cost $42.70 Unrealized +309.4%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $26 Shares 1,039 Est. Cost $23.27 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $25 Shares 64 Est. Cost $110.63 Unrealized +217.8%
HYBL SPDR BLACKSTONE HIGH INCOME ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.25 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $25 Shares 258 Est. Cost $92.52 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $25 Shares 499 Est. Cost $42.44 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $24 Shares 300 Est. Cost $147.81 Unrealized -51.1%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $24 Shares 1,125 Est. Cost $21.63 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $106.72 Unrealized +4.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $24 Shares 247 Est. Cost $110.48 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 222 Est. Cost $114.62 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $24 Shares 46 Est. Cost $281.95 Unrealized +70.9%
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $24 Shares 468 Est. Cost $50.03 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $23 Shares 1,470 Est. Cost $6.60 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $23 Shares 551 Est. Cost $38.58 Unrealized -6.9%
KEY KEYCORP COM 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $14.85 Unrealized -11.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $23 Shares 317 Est. Cost $57.02 Unrealized +26.3%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $23 Shares 905 Est. Cost $31.50 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 98 Est. Cost $205.72 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $23 Shares 221 Est. Cost $91.95 Unrealized -4.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $23 Shares 271 Est. Cost $78.28 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 570 Est. Cost $56.25 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $22 Shares 73 Est. Cost $139.48 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $21 Shares 591 Est. Cost $26.21 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $21 Shares 219 Est. Cost $75.22 Unrealized +15.4%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $20 Shares 203 Est. Cost $79.88 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $20 Shares 47 Est. Cost $253.63 Unrealized +58.4%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $20 Shares 3,602 Est. Cost $15.11 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $20 Shares 160 Est. Cost $132.37 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $20 Shares 3,849 Est. Cost $6.16 Unrealized -7.9%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $20 Shares 149 Est. Cost $123.48 Unrealized +4.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 398 Est. Cost $57.91 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $19 Shares 90 Est. Cost $227.61 Unrealized +2.9%
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $9.13 Unrealized -60.3%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $19 Shares 930 Est. Cost $39.05 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $19 Shares 367 Est. Cost $50.52 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $18 Shares 230 Est. Cost $22.79 Unrealized +192.8%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $18 Shares 407 Est. Cost $35.70 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $18 Shares 29 Est. Cost $36.47 Unrealized +54.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $17 Shares 55 Est. Cost $221.98 Unrealized +20.5%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $17 Shares 412 Est. Cost $41.23 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $17 Shares 236 Est. Cost $52.88 Unrealized +18.4%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $17 Shares 348 Est. Cost $47.51 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $16 Shares 475 Est. Cost $30.25 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $16 Shares 369 Est. Cost $43.02 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $16 Shares 450 Est. Cost $43.33 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $32.56 Unrealized +42.3%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $15 Shares 210 Est. Cost $66.35 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $15 Shares 115 Est. Cost $71.78 Unrealized +69.1%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 666 Est. Cost $22.90 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $15 Shares 59 Est. Cost $155.15 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 229 Est. Cost $71.44 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 52 Est. Cost $235.19 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $14 Shares 162 Est. Cost $75.97 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 578 Est. Cost $25.65 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $14 Shares 81 Est. Cost $134.01 Unrealized +6.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $34.63 Unrealized +26.3%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $111.29 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $14 Shares 449 Est. Cost $26.25 Unrealized +10.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 182 Est. Cost $79.57 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.17 Unrealized +37.9%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $47.71 Unrealized +34.8%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $13 Shares 550 Est. Cost $28.81 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $13 Shares 86 Est. Cost $110.42 Unrealized +34.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $13 Shares 305 Est. Cost $70.00 Unrealized -44.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $13 Shares 46 Est. Cost $517.14 Unrealized -37.8%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $13 Shares 928 Est. Cost $16.63 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $13 Shares 304 Est. Cost $55.58 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $13 Shares 19 Est. Cost $152.39 Unrealized +331.5%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $12 Shares 97 Est. Cost $98.98 Unrealized +21.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $12 Shares 111 Est. Cost $97.29 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.78 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $12 Shares 279 Est. Cost $33.39 Unrealized +6.9%
GLW CORNING INC COM 0.0%
Value ($000) $12 Shares 361 Est. Cost $27.88 Unrealized +9.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $12 Shares 35 Est. Cost $246.89 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $12 Shares 65 Est. Cost $206.31 Unrealized -18.6%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $12 Shares 305 Est. Cost $34.31 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 45 Est. Cost $229.71 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $45.28 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $11 Shares 933 Est. Cost $12.84 Unrealized -14.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $11 Shares 39 Est. Cost $299.44 Unrealized -6.9%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 564 Est. Cost $21.04 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $11 Shares 55 Est. Cost $160.72 Unrealized +15.9%
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $11 Shares 191 Est. Cost $54.64 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $11 Shares 57 Est. Cost $123.07 Unrealized +50.8%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $11 Shares 1,275 Est. Cost $6.14 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 43 Est. Cost $131.17 Unrealized +80.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $46.07 Unrealized +30.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $34.74 Unrealized -4.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $103.58 Unrealized +58.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $10 Shares 95 Est. Cost $123.24 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $84.31 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 147 Est. Cost $66.02 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $87.28 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 274 Est. Cost $37.65 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $109.57 Unrealized +7.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $10 Shares 106 Est. Cost $78.50 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $9 Shares 56 Est. Cost $82.92 Unrealized +112.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $9 Shares 57 Est. Cost $133.73 Unrealized +19.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.71 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $39.85 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $9 Shares 400 Est. Cost $15.06 Unrealized +31.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $9 Shares 16 Est. Cost $464.23 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $9 Shares 32 Est. Cost $284.68 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $9 Shares 22 Est. Cost $143.32 Unrealized +156.8%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $9 Shares 308 Est. Cost $28.61 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $9 Shares 82 Est. Cost $124.70 Unrealized -21.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 415 Est. Cost $13.96 Unrealized +21.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $8 Shares 29 Est. Cost $210.27 Unrealized +22.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 111 Est. Cost $67.27 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $8 Shares 44 Est. Cost $58.39 Unrealized +202.4%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 196 Est. Cost $49.94 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $193.37 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $278.57 Unrealized +53.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $8 Shares 92 Est. Cost $79.13 Unrealized +1.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $8 Shares 884 Est. Cost $18.66 Unrealized -48.4%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $8 Shares 90 Est. Cost $68.03 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $8 Shares 23 Est. Cost $113.17 Unrealized +168.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $448.81 Unrealized +20.1%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $7 Shares 111 Est. Cost $11.66 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $7 Shares 96 Est. Cost $68.49 Unrealized -1.7%
VERTEX ENERGY INC COM 0.0%
Value ($000) $7 Shares 5,000 Est. Cost Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $32.99 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $7 Shares 330 Est. Cost $24.30 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $7 Shares 255 Est. Cost $12.66 Unrealized +97.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.11 Unrealized +38.1%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $7 Shares 561 Est. Cost $16.71 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $7 Shares 345 Est. Cost $11.76 Unrealized +25.8%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $100.33 Unrealized -33.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.33 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $60.91 Unrealized -14.7%
AZO AUTOZONE INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $1158.08 Unrealized +146.8%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $49.83 Unrealized +167.2%
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +56.8%
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $94.37 Unrealized -16.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $225.72 Unrealized +38.9%
O REALTY INCOME CORP COM 0.0%
Value ($000) $6 Shares 111 Est. Cost $48.62 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $6 Shares 91 Est. Cost $40.97 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $6 Shares 589 Est. Cost $13.93 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $6 Shares 351 Est. Cost $7.70 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $218.14 Unrealized +51.4%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $171.58 Unrealized -35.5%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 145 Est. Cost $51.81 Unrealized
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
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $164.60 Unrealized -62.8%
IT GARTNER INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $152.69 Unrealized +201.4%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $5 Shares 161 Est. Cost $41.62 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $5 Shares 13 Est. Cost $283.68 Unrealized +33.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $247.64 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $209.01 Unrealized -2.4%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $169.53 Unrealized -31.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $5 Shares 14 Est. Cost $384.24 Unrealized -14.4%
NTAP NETAPP INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $77.04 Unrealized +15.8%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.33 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $43.73 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.73 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $159.01 Unrealized +81.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.59 Unrealized -1.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +220.8%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $4 Shares 148 Est. Cost $15.85 Unrealized +65.0%
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $86.80 Unrealized
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 +50.8%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $63.33 Unrealized +19.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $371.45 Unrealized +147.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $277.03 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $114.65 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.48 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $37.06 Unrealized
CATALENT INC COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $56.30 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.46 Unrealized -0.8%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $127.00 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +48.5%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $4 Shares 1,084 Est. Cost $2.70 Unrealized +25.4%
IEX IDEX CORP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $150.29 Unrealized +46.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $1898.79 Unrealized +84.8%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 67 Est. Cost $54.80 Unrealized -1.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $105.94 Unrealized +70.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $4 Shares 18 Est. Cost $161.78 Unrealized +7.8%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $61.61 Unrealized -28.6%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $3 Shares 53 Est. Cost $110.11 Unrealized -29.3%
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $3 Shares 502 Est. Cost $6.75 Unrealized 0.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.92 Unrealized -29.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized -4.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.25 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +31.9%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $21.43 Unrealized +72.2%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $109.03 Unrealized +39.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.37 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $91.01 Unrealized +159.5%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +25.7%
INGR INGREDION INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.78 Unrealized +6.5%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $150.05 Unrealized -29.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $26.23 Unrealized +94.9%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $41.64 Unrealized +67.8%
AOS SMITH A O CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $43.33 Unrealized +84.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.62 Unrealized -21.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $85.51 Unrealized -15.6%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.96 Unrealized +35.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $457.04 Unrealized +118.3%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $160.40 Unrealized -25.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +19.7%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized +31.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 129 Est. Cost $15.98 Unrealized 0.0%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.01 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +20.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 19 Est. Cost $90.57 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $30.19 Unrealized +131.7%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.06 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $33.99 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +22.4%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +12.2%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized +18.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $2 Shares 3 Est. Cost $220.47 Unrealized +186.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +17.3%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized +25.2%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -39.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $33.47 Unrealized -8.9%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.79 Unrealized -5.5%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.76 Unrealized -5.9%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $40.57 Unrealized +234.5%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.54 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 388 Est. Cost $7.39 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $71.36 Unrealized +88.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.28 Unrealized +5.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +1.0%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $87.21 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $139.80 Unrealized +115.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $161.42 Unrealized +211.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.15 Unrealized -41.6%
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $109.63 Unrealized +32.8%
ICUI ICU MED INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $172.09 Unrealized -42.2%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $267.92 Unrealized +41.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 23 Est. Cost $55.02 Unrealized +30.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -29.6%
CSX CSX CORP COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $29.58 Unrealized +19.9%
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +22.2%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.30 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 20 Est. Cost $88.10 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $17.40 Unrealized 0.0%
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 +12.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.27 Unrealized
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.53 Unrealized -32.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +20.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.62 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $197.23 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $32.82 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +58.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +106.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +110.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +26.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +41.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $67.49 Unrealized -4.8%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.09 Unrealized -57.4%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $74.85 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +56.2%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $76.72 Unrealized -60.5%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.41 Unrealized -31.2%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +38.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +38.5%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.93 Unrealized +0.1%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.48 Unrealized -15.6%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized -5.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +8.4%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $21.50 Unrealized -68.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.81 Unrealized +27.8%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +33.9%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.14 Unrealized +6.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $207.32 Unrealized +19.4%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $151.59 Unrealized +35.9%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 250 Est. Cost $23.74 Unrealized -84.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +31.2%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $29.48 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +13.8%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.65 Unrealized +14.7%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +136.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $154.54 Unrealized -15.5%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.72 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +17.2%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +60.6%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -35.6%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +11.8%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +12.9%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $24.68 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.82 Unrealized 0.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.62 Unrealized
FLORA GROWTH CORP COM 0.0%
Value ($000) $1 Shares 249 Est. Cost $1.35 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +5.9%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +91.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.89 Unrealized -3.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +13.7%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +64.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.63 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 27 Est. Cost $13.33 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.63 Unrealized -7.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $125.97 Unrealized -2.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +26.8%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.17 Unrealized -17.3%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized +41.7%
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 -43.8%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $40.19 Unrealized -26.4%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized -4.0%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 75 Est. Cost $5.02 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -46.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -82.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized +35.9%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized +93.5%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $15.47 Unrealized
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +60.9%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +23.6%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $9.64 Unrealized +1.8%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.59 Unrealized +16.6%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +152.1%
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
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.71 Unrealized
CANO HEALTH INC COM CL A 0.0%
Value ($000) $0 Shares 198 Est. Cost $3.12 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized -73.7%