Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 29, 2024

Total Value ($000): $239,118 (100.0% shares, 0.0% debt)

Holdings (683)

AAPL APPLE INC COM 6.2%
Value ($000) $14,872 Shares 70,609 Est. Cost $123.88 Unrealized +49.4%
SPY SPDR S&P 500 ETF TRUST 4.6%
Value ($000) $11,039 Shares 20,284 Est. Cost $388.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.8%
Value ($000) $9,184 Shares 15 Est. Cost $325723.70 Unrealized +89.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.2%
Value ($000) $7,603 Shares 97,777 Est. Cost $63.65 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $6,821 Shares 13,638 Est. Cost $333.26 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $6,734 Shares 15,067 Est. Cost $171.31 Unrealized +143.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.7%
Value ($000) $4,150 Shares 22,733 Est. Cost $162.63 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $3,916 Shares 10,469 Est. Cost $207.73 Unrealized
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $3,275 Shares 20,935 Est. Cost $105.34 Unrealized +40.9%
VTWO VANGUARD RUSSELL 2000 ETF 1.2%
Value ($000) $2,973 Shares 36,273 Est. Cost $95.75 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $2,811 Shares 5,137 Est. Cost $421.02 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.2%
Value ($000) $2,774 Shares 56,917 Est. Cost $31.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.1%
Value ($000) $2,713 Shares 16,515 Est. Cost $141.59 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1.1%
Value ($000) $2,669 Shares 76,077 Est. Cost $32.82 Unrealized
MRK MERCK & CO INC COM 1.1%
Value ($000) $2,523 Shares 20,377 Est. Cost $77.46 Unrealized +57.1%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 1.0%
Value ($000) $2,463 Shares 48,402 Est. Cost $43.08 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $2,315 Shares 20,109 Est. Cost $59.40 Unrealized +85.3%
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $2,218 Shares 17,955 Est. Cost $93.44 Unrealized +8.1%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $2,176 Shares 13,192 Est. Cost $132.99 Unrealized +18.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $2,114 Shares 55,016 Est. Cost $32.36 Unrealized
ORCL ORACLE CORP COM 0.9%
Value ($000) $2,102 Shares 14,888 Est. Cost $89.79 Unrealized +36.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.9%
Value ($000) $2,039 Shares 11,728 Est. Cost $103.70 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.8%
Value ($000) $2,030 Shares 6,498 Est. Cost $276.66 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $1,898 Shares 11,509 Est. Cost $133.01 Unrealized +22.0%
AFL AFLAC INC COM 0.8%
Value ($000) $1,796 Shares 20,110 Est. Cost $50.42 Unrealized +64.8%
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,785 Shares 3,540 Est. Cost $237.60 Unrealized +103.4%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,763 Shares 10,280 Est. Cost $134.87 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.7%
Value ($000) $1,755 Shares 46,585 Est. Cost $35.21 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $1,702 Shares 11,311 Est. Cost $117.69 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.7%
Value ($000) $1,658 Shares 6,361 Est. Cost $173.98 Unrealized
QCOM QUALCOMM INC COM 0.7%
Value ($000) $1,631 Shares 8,189 Est. Cost $115.24 Unrealized +58.3%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,599 Shares 6,274 Est. Cost $195.61 Unrealized +30.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,590 Shares 9,314 Est. Cost $142.31 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,589 Shares 4,617 Est. Cost $227.27 Unrealized +44.1%
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $1,585 Shares 39,852 Est. Cost $27.84 Unrealized +32.3%
V VISA INC COM CL A 0.7%
Value ($000) $1,577 Shares 6,007 Est. Cost $220.99 Unrealized +22.6%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,545 Shares 3,224 Est. Cost $248.44 Unrealized
MS MORGAN STANLEY COM NEW 0.6%
Value ($000) $1,540 Shares 15,846 Est. Cost $90.14 Unrealized +0.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $1,513 Shares 30,616 Est. Cost $48.21 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.6%
Value ($000) $1,504 Shares 7,630 Est. Cost $168.61 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $1,490 Shares 1,645 Est. Cost $229.92 Unrealized +244.0%
VPL VANGUARD FTSE PACIFIC ETF 0.6%
Value ($000) $1,471 Shares 19,832 Est. Cost $71.56 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.6%
Value ($000) $1,452 Shares 7,178 Est. Cost $125.31 Unrealized +51.0%
ZION ZIONS BANCORPORATION N A COM 0.6%
Value ($000) $1,444 Shares 33,287 Est. Cost $38.78 Unrealized +8.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.6%
Value ($000) $1,419 Shares 29,157 Est. Cost $52.61 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $1,377 Shares 10,426 Est. Cost $108.40 Unrealized
PCAR PACCAR INC COM 0.6%
Value ($000) $1,370 Shares 13,305 Est. Cost $58.16 Unrealized +78.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,362 Shares 31,122 Est. Cost $39.56 Unrealized
DIS DISNEY WALT CO COM 0.6%
Value ($000) $1,342 Shares 13,511 Est. Cost $118.53 Unrealized -11.0%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $1,335 Shares 6,905 Est. Cost $125.69 Unrealized +46.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.6%
Value ($000) $1,324 Shares 16,567 Est. Cost $80.76 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $1,321 Shares 24,241 Est. Cost $45.46 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,317 Shares 27,728 Est. Cost $43.47 Unrealized +4.2%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,263 Shares 13,759 Est. Cost $95.23 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.5%
Value ($000) $1,244 Shares 13,555 Est. Cost $91.44 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $1,233 Shares 10,695 Est. Cost $89.74 Unrealized +18.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $1,199 Shares 4,846 Est. Cost $182.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,190 Shares 6,879 Est. Cost $140.13 Unrealized +18.4%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,164 Shares 6,348 Est. Cost $109.78 Unrealized +53.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.5%
Value ($000) $1,108 Shares 12,753 Est. Cost $111.57 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,107 Shares 14,438 Est. Cost $80.31 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,091 Shares 5,987 Est. Cost $111.99 Unrealized +49.4%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,074 Shares 5,293 Est. Cost $179.38 Unrealized
EMN EASTMAN CHEM CO COM 0.4%
Value ($000) $1,054 Shares 10,763 Est. Cost $87.04 Unrealized +6.4%
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $1,053 Shares 6,562 Est. Cost $149.79 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.4%
Value ($000) $1,030 Shares 43,556 Est. Cost $33.23 Unrealized -29.8%
LAM RESEARCH CORP COM 0.4%
Value ($000) $1,024 Shares 962 Est. Cost $526.51 Unrealized
NUE NUCOR CORP COM 0.4%
Value ($000) $1,010 Shares 6,392 Est. Cost $110.89 Unrealized +52.4%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.4%
Value ($000) $952 Shares 55,041 Est. Cost $17.41 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $951 Shares 35,816 Est. Cost $25.57 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $931 Shares 11,844 Est. Cost $78.71 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.4%
Value ($000) $886 Shares 9,394 Est. Cost $125.83 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.4%
Value ($000) $873 Shares 33,511 Est. Cost $25.86 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $870 Shares 21,171 Est. Cost $34.39 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.4%
Value ($000) $870 Shares 41,287 Est. Cost $20.65 Unrealized
FTNT FORTINET INC COM 0.4%
Value ($000) $860 Shares 14,273 Est. Cost $56.52 Unrealized +10.0%
LDOS LEIDOS HOLDINGS INC COM 0.4%
Value ($000) $857 Shares 5,877 Est. Cost $109.50 Unrealized +25.4%
KCE SPDR S&P CAPITAL MARKETS ETF 0.4%
Value ($000) $851 Shares 7,715 Est. Cost $109.95 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $837 Shares 16,759 Est. Cost $45.02 Unrealized +15.6%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $830 Shares 8,558 Est. Cost $59.79 Unrealized +49.0%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $815 Shares 2,404 Est. Cost $97.52 Unrealized +53.4%
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $803 Shares 3,413 Est. Cost $164.88 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $803 Shares 6,376 Est. Cost $68.69 Unrealized +77.8%
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $796 Shares 8,591 Est. Cost $93.83 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $788 Shares 5,407 Est. Cost $119.12 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $788 Shares 18,313 Est. Cost $44.04 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.3%
Value ($000) $781 Shares 17,209 Est. Cost $50.46 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $779 Shares 4,005 Est. Cost $157.56 Unrealized +11.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $765 Shares 18,416 Est. Cost $38.69 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $757 Shares 8,837 Est. Cost $67.99 Unrealized
GEV GE VERNOVA INC COM 0.3%
Value ($000) $752 Shares 4,385 Est. Cost $158.10 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $741 Shares 1,245 Est. Cost $210.41 Unrealized +168.7%
XHB SPDR S&P HOMEBUILDERS ETF 0.3%
Value ($000) $735 Shares 7,272 Est. Cost $83.77 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $710 Shares 3,902 Est. Cost $196.71 Unrealized -9.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $704 Shares 5,776 Est. Cost $91.55 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $697 Shares 2,591 Est. Cost $179.35 Unrealized +39.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $673 Shares 2,819 Est. Cost $184.49 Unrealized +28.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $664 Shares 1,698 Est. Cost $292.36 Unrealized
WWD WOODWARD INC COM 0.3%
Value ($000) $652 Shares 3,739 Est. Cost $168.53 Unrealized 0.0%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.3%
Value ($000) $643 Shares 25,269 Est. Cost $25.77 Unrealized
QLD PROSHARES ULTRA QQQ 0.3%
Value ($000) $642 Shares 6,432 Est. Cost $90.01 Unrealized
HCI HCI GROUP INC COM 0.3%
Value ($000) $641 Shares 6,957 Est. Cost $68.74 Unrealized +51.6%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $640 Shares 10,452 Est. Cost $57.81 Unrealized
MLN VANECK LONG MUNI ETF 0.3%
Value ($000) $636 Shares 35,627 Est. Cost $17.97 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.3%
Value ($000) $621 Shares 12,321 Est. Cost $50.37 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $620 Shares 4,388 Est. Cost $124.40 Unrealized +12.2%
J JACOBS SOLUTIONS INC COM 0.2%
Value ($000) $551 Shares 3,944 Est. Cost $107.05 Unrealized +7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $533 Shares 1,309 Est. Cost $310.45 Unrealized +31.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $532 Shares 6,026 Est. Cost $78.94 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $529 Shares 4,282 Est. Cost $65.56 Unrealized +83.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $527 Shares 5,589 Est. Cost $93.94 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $520 Shares 10,145 Est. Cost $44.66 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $514 Shares 25,154 Est. Cost $20.35 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $513 Shares 25,630 Est. Cost $18.09 Unrealized +8.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $510 Shares 26,605 Est. Cost $19.23 Unrealized
PHM PULTE GROUP INC COM 0.2%
Value ($000) $509 Shares 4,624 Est. Cost $112.10 Unrealized 0.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $509 Shares 1,628 Est. Cost $216.06 Unrealized +29.3%
BLV VANGUARD LONG-TERM BOND ETF 0.2%
Value ($000) $502 Shares 7,146 Est. Cost $74.58 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $500 Shares 8,351 Est. Cost $53.33 Unrealized +4.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $500 Shares 2,208 Est. Cost $132.07 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $499 Shares 1,145 Est. Cost $447.40 Unrealized -0.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $497 Shares 4,662 Est. Cost $107.40 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $497 Shares 7,338 Est. Cost $51.41 Unrealized +20.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $491 Shares 10,851 Est. Cost $49.06 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $490 Shares 3,854 Est. Cost $117.72 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $484 Shares 1,898 Est. Cost $213.75 Unrealized +18.2%
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $469 Shares 17,657 Est. Cost $26.57 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $463 Shares 6,176 Est. Cost $89.99 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $462 Shares 9,752 Est. Cost $47.61 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $462 Shares 4,601 Est. Cost $98.94 Unrealized +1.2%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $456 Shares 2,122 Est. Cost $178.16 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $448 Shares 7,042 Est. Cost $45.48 Unrealized +29.5%
ABBV ABBVIE INC COM 0.2%
Value ($000) $434 Shares 2,527 Est. Cost $92.95 Unrealized +69.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $429 Shares 7,608 Est. Cost $52.73 Unrealized
AIR AAR CORP COM 0.2%
Value ($000) $424 Shares 5,838 Est. Cost $46.28 Unrealized +46.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $417 Shares 5,320 Est. Cost $62.05 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $410 Shares 1,071 Est. Cost $172.66 Unrealized +92.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $410 Shares 8,173 Est. Cost $50.34 Unrealized
AES AES CORP COM 0.2%
Value ($000) $406 Shares 23,110 Est. Cost $17.50 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $403 Shares 792 Est. Cost $251.78 Unrealized +87.9%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.2%
Value ($000) $403 Shares 12,697 Est. Cost $30.73 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $400 Shares 2,511 Est. Cost $95.90 Unrealized +47.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $389 Shares 4,857 Est. Cost $65.80 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $373 Shares 1,710 Est. Cost $204.44 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $372 Shares 8,137 Est. Cost $54.06 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.2%
Value ($000) $371 Shares 2,682 Est. Cost $120.51 Unrealized +40.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $365 Shares 4,005 Est. Cost $85.55 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $361 Shares 4,097 Est. Cost $88.11 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $354 Shares 756 Est. Cost $410.04 Unrealized +7.7%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $341 Shares 9,630 Est. Cost $35.55 Unrealized
NDAQ NASDAQ INC COM 0.1%
Value ($000) $335 Shares 5,567 Est. Cost $59.26 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $328 Shares 725 Est. Cost $306.51 Unrealized +38.2%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $320 Shares 3,454 Est. Cost $84.37 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $318 Shares 2,003 Est. Cost $74.24 Unrealized +112.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $318 Shares 1,405 Est. Cost $173.79 Unrealized +29.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $317 Shares 2,669 Est. Cost $94.06 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $314 Shares 4,022 Est. Cost $77.95 Unrealized
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $312 Shares 2,917 Est. Cost $51.32 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $308 Shares 1,559 Est. Cost $249.31 Unrealized -29.9%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $304 Shares 2,200 Est. Cost $99.45 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $298 Shares 3,249 Est. Cost $104.32 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $294 Shares 9,486 Est. Cost $48.83 Unrealized -33.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $290 Shares 658 Est. Cost $282.85 Unrealized +59.7%
HR HEALTHCARE RLTY TR CL A COM 0.1%
Value ($000) $285 Shares 17,276 Est. Cost $21.24 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $278 Shares 2,527 Est. Cost $56.17 Unrealized +75.6%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $275 Shares 6,690 Est. Cost $49.74 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $268 Shares 1,257 Est. Cost $138.55 Unrealized +46.4%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $265 Shares 5,316 Est. Cost $50.47 Unrealized
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $264 Shares 1,170 Est. Cost $108.20 Unrealized +101.5%
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.1%
Value ($000) $261 Shares 5,567 Est. Cost $45.04 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $257 Shares 1,111 Est. Cost $121.86 Unrealized +86.5%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $255 Shares 10,017 Est. Cost $24.96 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $241 Shares 5,025 Est. Cost $28.58 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $240 Shares 1,645 Est. Cost $141.37 Unrealized +0.1%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $237 Shares 9,359 Est. Cost $25.51 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $234 Shares 701 Est. Cost $178.46 Unrealized +89.8%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $231 Shares 8,739 Est. Cost $26.58 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $228 Shares 914 Est. Cost $241.31 Unrealized +3.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $227 Shares 2,216 Est. Cost $101.43 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $221 Shares 9,800 Est. Cost $22.79 Unrealized
T AT&T INC COM 0.1%
Value ($000) $219 Shares 11,441 Est. Cost $16.54 Unrealized -2.3%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $212 Shares 3,094 Est. Cost $51.92 Unrealized +35.1%
PFE PFIZER INC COM 0.1%
Value ($000) $202 Shares 7,223 Est. Cost $37.21 Unrealized -33.4%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $200 Shares 7,362 Est. Cost $27.22 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $195 Shares 3,335 Est. Cost $78.22 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $193 Shares 1,860 Est. Cost $80.73 Unrealized +27.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $191 Shares 7,560 Est. Cost $17.07 Unrealized +31.9%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $191 Shares 789 Est. Cost $116.58 Unrealized +102.5%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $179 Shares 211 Est. Cost $472.62 Unrealized +63.7%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $179 Shares 2,709 Est. Cost $40.79 Unrealized +62.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $177 Shares 1,494 Est. Cost $72.69 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $177 Shares 2,493 Est. Cost $66.44 Unrealized +6.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $170 Shares 797 Est. Cost $161.71 Unrealized +13.7%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $170 Shares 834 Est. Cost $140.56 Unrealized +48.6%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $165 Shares 1,409 Est. Cost $74.07 Unrealized +44.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $165 Shares 2,329 Est. Cost $65.38 Unrealized +3.4%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $161 Shares 8,095 Est. Cost $20.86 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $160 Shares 2,714 Est. Cost $72.49 Unrealized -19.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $158 Shares 867 Est. Cost $184.80 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $155 Shares 416 Est. Cost $363.81 Unrealized +4.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $153 Shares 981 Est. Cost $120.01 Unrealized +22.2%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $150 Shares 1,500 Est. Cost $76.41 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $148 Shares 5,992 Est. Cost $21.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $144 Shares 539 Est. Cost $188.76 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $144 Shares 4,425 Est. Cost $32.13 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $141 Shares 1,142 Est. Cost $112.14 Unrealized +5.1%
LIN LINDE PLC SHS 0.1%
Value ($000) $140 Shares 319 Est. Cost $295.17 Unrealized +45.9%
F FORD MTR CO DEL COM 0.1%
Value ($000) $139 Shares 11,111 Est. Cost $9.71 Unrealized +14.6%
TER TERADYNE INC COM 0.1%
Value ($000) $139 Shares 937 Est. Cost $99.66 Unrealized +26.6%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $137 Shares 2,941 Est. Cost $40.78 Unrealized +8.8%
DHI D R HORTON INC COM 0.1%
Value ($000) $136 Shares 963 Est. Cost $50.08 Unrealized +188.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $130 Shares 2,443 Est. Cost $49.65 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $129 Shares 1,966 Est. Cost $47.68 Unrealized +36.7%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $126 Shares 718 Est. Cost $90.70 Unrealized +80.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $125 Shares 687 Est. Cost $142.55 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $125 Shares 827 Est. Cost $75.57 Unrealized +91.6%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.1%
Value ($000) $123 Shares 1,230 Est. Cost $101.41 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $122 Shares 369 Est. Cost $194.29 Unrealized +72.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $120 Shares 2,021 Est. Cost $36.07 Unrealized +57.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $119 Shares 308 Est. Cost $180.28 Unrealized +96.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $119 Shares 1,878 Est. Cost $47.11 Unrealized +36.8%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $119 Shares 1,522 Est. Cost $85.27 Unrealized -8.5%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $112 Shares 4,767 Est. Cost $23.58 Unrealized
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $110 Shares 2,200 Est. Cost $49.67 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $109 Shares 2,780 Est. Cost $39.34 Unrealized -5.7%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $107 Shares 2,554 Est. Cost $42.06 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $106 Shares 346 Est. Cost $84.38 Unrealized +250.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $105 Shares 868 Est. Cost $113.81 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $104 Shares 1,800 Est. Cost $87.40 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $103 Shares 3,610 Est. Cost $42.85 Unrealized -37.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $103 Shares 64 Est. Cost $43.44 Unrealized +216.9%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $103 Shares 5,559 Est. Cost $18.81 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $102 Shares 423 Est. Cost $178.18 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $102 Shares 273 Est. Cost $404.20 Unrealized -18.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $101 Shares 1,052 Est. Cost $84.40 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $101 Shares 1,199 Est. Cost $61.86 Unrealized +18.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $101 Shares 2,645 Est. Cost $31.25 Unrealized +32.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $100 Shares 720 Est. Cost $124.03 Unrealized +1.0%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $99 Shares 1,325 Est. Cost $58.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $99 Shares 1,841 Est. Cost $51.33 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $98 Shares 2,027 Est. Cost $50.15 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $95 Shares 6,574 Est. Cost $15.74 Unrealized +1.5%
EMHC SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $94 Shares 3,959 Est. Cost $23.95 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $93 Shares 416 Est. Cost $122.84 Unrealized +84.5%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $92 Shares 13,931 Est. Cost $7.61 Unrealized -7.4%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $92 Shares 2,092 Est. Cost $50.78 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $92 Shares 700 Est. Cost $84.82 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $90 Shares 300 Est. Cost $208.31 Unrealized +20.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $90 Shares 894 Est. Cost $38.07 Unrealized +156.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $88 Shares 640 Est. Cost $125.77 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $87 Shares 158 Est. Cost $375.20 Unrealized +51.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $87 Shares 631 Est. Cost $107.56 Unrealized +27.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $87 Shares 859 Est. Cost $85.75 Unrealized +6.5%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $86 Shares 1,496 Est. Cost $31.56 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $85 Shares 1,278 Est. Cost $68.24 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $85 Shares 396 Est. Cost $166.15 Unrealized +34.9%
INTU INTUIT COM 0.0%
Value ($000) $85 Shares 129 Est. Cost $401.48 Unrealized +53.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $85 Shares 1,166 Est. Cost $55.94 Unrealized +24.2%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $84 Shares 1,424 Est. Cost $56.78 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $83 Shares 608 Est. Cost $122.70 Unrealized +5.9%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $82 Shares 40,000 Est. Cost $2.04 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $81 Shares 844 Est. Cost $154.21 Unrealized -25.3%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $80 Shares 584 Est. Cost $71.88 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $76 Shares 297 Est. Cost $168.83 Unrealized +56.8%
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $76 Shares 2,213 Est. Cost $39.75 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $72 Shares 940 Est. Cost $76.47 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $71 Shares 411 Est. Cost $205.45 Unrealized -20.5%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $71 Shares 533 Est. Cost $63.39 Unrealized +89.9%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $38.45 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $70 Shares 3,163 Est. Cost $16.55 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $69 Shares 496 Est. Cost $109.59 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $69 Shares 648 Est. Cost $85.35 Unrealized +8.8%
GLW CORNING INC COM 0.0%
Value ($000) $69 Shares 1,766 Est. Cost $32.49 Unrealized +3.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $68 Shares 146 Est. Cost $206.14 Unrealized +110.6%
SAP SAP SE SPON ADR 0.0%
Value ($000) $68 Shares 337 Est. Cost $140.11 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $65 Shares 222 Est. Cost $195.70 Unrealized +49.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $65 Shares 1,558 Est. Cost $53.08 Unrealized -22.7%
MET METLIFE INC COM 0.0%
Value ($000) $64 Shares 908 Est. Cost $59.90 Unrealized +13.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $63 Shares 326 Est. Cost $218.51 Unrealized -19.3%
PPG PPG INDS INC COM 0.0%
Value ($000) $63 Shares 500 Est. Cost $89.33 Unrealized +42.6%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $63 Shares 1,366 Est. Cost $46.07 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $60 Shares 900 Est. Cost $50.72 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $60 Shares 201 Est. Cost $228.69 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $59 Shares 728 Est. Cost $121.20 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $58 Shares 819 Est. Cost $68.51 Unrealized +3.9%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $58 Shares 404 Est. Cost $108.68 Unrealized +15.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $58 Shares 261 Est. Cost $179.81 Unrealized +23.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $57 Shares 185 Est. Cost $233.98 Unrealized +30.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $57 Shares 133 Est. Cost $250.71 Unrealized +66.9%
MSCI MSCI INC COM 0.0%
Value ($000) $56 Shares 117 Est. Cost $471.28 Unrealized +3.2%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $56 Shares 678 Est. Cost $72.25 Unrealized +11.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $56 Shares 1,176 Est. Cost $37.84 Unrealized +29.0%
NKE NIKE INC CL B 0.0%
Value ($000) $55 Shares 727 Est. Cost $142.41 Unrealized -37.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $54 Shares 895 Est. Cost $59.47 Unrealized -3.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $53 Shares 500 Est. Cost $158.45 Unrealized -25.5%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 1,440 Est. Cost $34.84 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $51 Shares 444 Est. Cost $44.77 Unrealized +157.7%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $51 Shares 196 Est. Cost $258.16 Unrealized -6.1%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $51 Shares 964 Est. Cost $86.11 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $50 Shares 275 Est. Cost $91.47 Unrealized +90.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $50 Shares 906 Est. Cost $54.64 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $50 Shares 454 Est. Cost $118.25 Unrealized -10.2%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $49 Shares 939 Est. Cost $52.11 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $49 Shares 168 Est. Cost $220.88 Unrealized +44.5%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $49 Shares 344 Est. Cost $89.87 Unrealized +28.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $46 Shares 44 Est. Cost $410.21 Unrealized +135.0%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $46 Shares 1,239 Est. Cost $47.58 Unrealized -26.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $46 Shares 347 Est. Cost $67.74 Unrealized +84.8%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $45 Shares 378 Est. Cost $72.53 Unrealized +77.8%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $45 Shares 280 Est. Cost $163.33 Unrealized +0.9%
STT STATE STR CORP COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $79.81 Unrealized -11.6%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $43 Shares 1,145 Est. Cost $49.16 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $42 Shares 1,322 Est. Cost $32.63 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $41 Shares 295 Est. Cost $97.94 Unrealized
MBND SPDR NUVEEN MUNICIPAL BOND ETF 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $25.92 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $41 Shares 934 Est. Cost $15.05 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $41 Shares 235 Est. Cost $137.66 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $40 Shares 306 Est. Cost $174.44 Unrealized -22.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $40 Shares 168 Est. Cost $158.55 Unrealized +43.3%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $40 Shares 311 Est. Cost $115.31 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $40 Shares 656 Est. Cost $57.80 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $39 Shares 284 Est. Cost $99.14 Unrealized +42.8%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $39 Shares 1,020 Est. Cost $46.99 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $62.90 Unrealized +21.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $39 Shares 402 Est. Cost $121.06 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $38 Shares 532 Est. Cost $55.78 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $64.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $37 Shares 268 Est. Cost $123.92 Unrealized +6.3%
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $36 Shares 750 Est. Cost $49.30 Unrealized -13.4%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $35 Shares 839 Est. Cost $35.11 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $35 Shares 319 Est. Cost $67.58 Unrealized +59.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $35 Shares 400 Est. Cost $85.63 Unrealized -3.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $35 Shares 190 Est. Cost $137.07 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $35 Shares 44 Est. Cost $841.56 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $34 Shares 113 Est. Cost $282.49 Unrealized +6.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $34 Shares 250 Est. Cost $124.55 Unrealized +5.5%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $34 Shares 2,486 Est. Cost $13.24 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $33 Shares 425 Est. Cost $64.32 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 557 Est. Cost $51.97 Unrealized +10.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $33 Shares 168 Est. Cost $122.45 Unrealized +51.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $32 Shares 64 Est. Cost $313.15 Unrealized +68.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $32 Shares 998 Est. Cost $24.88 Unrealized +30.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $32 Shares 953 Est. Cost $29.41 Unrealized +23.5%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $31 Shares 527 Est. Cost $48.26 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $31 Shares 680 Est. Cost $51.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $31 Shares 137 Est. Cost $213.82 Unrealized -2.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $31 Shares 852 Est. Cost $37.74 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $31 Shares 805 Est. Cost $51.91 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $30 Shares 343 Est. Cost $87.59 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $30 Shares 406 Est. Cost $29.45 Unrealized +156.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $30 Shares 195 Est. Cost $77.74 Unrealized +85.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $30 Shares 25 Est. Cost $1490.52 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $29 Shares 248 Est. Cost $111.34 Unrealized +8.7%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $29 Shares 2,028 Est. Cost $21.61 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $29 Shares 304 Est. Cost $85.12 Unrealized +11.5%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $29 Shares 582 Est. Cost $33.23 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $28 Shares 444 Est. Cost $51.88 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $27 Shares 258 Est. Cost $92.52 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $26 Shares 223 Est. Cost $137.62 Unrealized -8.0%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $26 Shares 1,250 Est. Cost $21.17 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 308 Est. Cost $64.52 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $26 Shares 64 Est. Cost $110.63 Unrealized +258.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $26 Shares 73 Est. Cost $139.48 Unrealized
HYBL SPDR BLACKSTONE HIGH INCOME ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.25 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $25 Shares 46 Est. Cost $281.95 Unrealized +82.2%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 499 Est. Cost $42.44 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $24 Shares 1,125 Est. Cost $21.63 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $24 Shares 424 Est. Cost $52.73 Unrealized +4.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $24 Shares 247 Est. Cost $110.48 Unrealized
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $23 Shares 468 Est. Cost $50.03 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $23 Shares 141 Est. Cost $42.70 Unrealized +276.8%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $23 Shares 551 Est. Cost $38.58 Unrealized -5.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 98 Est. Cost $205.72 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $22 Shares 591 Est. Cost $26.21 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $22 Shares 1,470 Est. Cost $6.60 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $22 Shares 47 Est. Cost $253.63 Unrealized +80.2%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 570 Est. Cost $56.25 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $22 Shares 4,245 Est. Cost $6.05 Unrealized -17.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $22 Shares 208 Est. Cost $80.46 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $14.85 Unrealized -9.7%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $21 Shares 667 Est. Cost $33.20 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $21 Shares 90 Est. Cost $227.61 Unrealized -4.5%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $20 Shares 422 Est. Cost $36.09 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $106.72 Unrealized +0.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $20 Shares 29 Est. Cost $36.47 Unrealized +71.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $19 Shares 490 Est. Cost $35.80 Unrealized +5.5%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $19 Shares 182 Est. Cost $91.95 Unrealized +8.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $19 Shares 300 Est. Cost $147.81 Unrealized -52.7%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $19 Shares 160 Est. Cost $132.37 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 398 Est. Cost $57.91 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $19 Shares 230 Est. Cost $22.79 Unrealized +224.4%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $14.20 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $19 Shares 930 Est. Cost $39.05 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $17 Shares 55 Est. Cost $221.98 Unrealized +42.9%
EIX EDISON INTL COM 0.0%
Value ($000) $17 Shares 236 Est. Cost $52.88 Unrealized +26.9%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $17 Shares 412 Est. Cost $41.23 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 52 Est. Cost $235.19 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $16 Shares 60 Est. Cost $32.56 Unrealized +60.7%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 712 Est. Cost $22.88 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
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $16 Shares 162 Est. Cost $75.97 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $16 Shares 19 Est. Cost $152.39 Unrealized +367.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 229 Est. Cost $71.44 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $47.71 Unrealized +53.4%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $15 Shares 115 Est. Cost $71.78 Unrealized +82.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $15 Shares 210 Est. Cost $66.35 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $15 Shares 578 Est. Cost $25.65 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $15 Shares 149 Est. Cost $123.48 Unrealized -12.4%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $14 Shares 86 Est. Cost $110.42 Unrealized +43.4%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $266.05 Unrealized -3.2%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $111.29 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 129 Est. Cost $114.62 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $14 Shares 325 Est. Cost $34.81 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $14 Shares 46 Est. Cost $517.14 Unrealized -47.2%
FNB F N B CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.17 Unrealized +39.3%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.63 Unrealized +20.7%
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $13 Shares 2,500 Est. Cost $9.13 Unrealized -49.7%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $13 Shares 97 Est. Cost $98.98 Unrealized +29.3%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $13 Shares 928 Est. Cost $16.63 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $13 Shares 285 Est. Cost $33.51 Unrealized +16.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $13 Shares 35 Est. Cost $246.89 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $123.07 Unrealized +71.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $13 Shares 55 Est. Cost $160.72 Unrealized +29.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $13 Shares 111 Est. Cost $97.29 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $12 Shares 304 Est. Cost $55.58 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $12 Shares 288 Est. Cost $34.74 Unrealized +14.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $12 Shares 101 Est. Cost $100.55 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $12 Shares 81 Est. Cost $134.01 Unrealized +10.4%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.78 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $12 Shares 142 Est. Cost $78.28 Unrealized
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $11 Shares 3,585 Est. Cost $15.11 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $11 Shares 167 Est. Cost $57.02 Unrealized +10.7%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $11 Shares 250 Est. Cost $45.28 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 564 Est. Cost $21.04 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 45 Est. Cost $229.71 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 43 Est. Cost $131.17 Unrealized +86.4%
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $11 Shares 208 Est. Cost $54.46 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $11 Shares 1,275 Est. Cost $6.14 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $109.57 Unrealized +11.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 Shares 305 Est. Cost $70.00 Unrealized -49.3%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 151 Est. Cost $66.06 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $10 Shares 59 Est. Cost $155.15 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $84.31 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 933 Est. Cost $12.84 Unrealized -20.2%
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
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $26.25 Unrealized +20.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $9 Shares 57 Est. Cost $133.73 Unrealized +16.6%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $9 Shares 106 Est. Cost $78.50 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $46.07 Unrealized +25.1%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $9 Shares 44 Est. Cost $58.39 Unrealized +226.4%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $9 Shares 308 Est. Cost $28.61 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $9 Shares 218 Est. Cost $39.38 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $39.85 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.71 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $103.58 Unrealized +73.4%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 415 Est. Cost $13.96 Unrealized +28.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $9 Shares 16 Est. Cost $464.23 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $278.57 Unrealized +52.1%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $193.37 Unrealized +3.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $8 Shares 29 Est. Cost $210.27 Unrealized +35.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 111 Est. Cost $67.27 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $82.92 Unrealized +83.6%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $338.02 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $8 Shares 305 Est. Cost $31.50 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 196 Est. Cost $49.94 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $8 Shares 90 Est. Cost $68.03 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $8 Shares 224 Est. Cost $39.34 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $194.84 Unrealized +1.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $7 Shares 174 Est. Cost $32.99 Unrealized +14.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $448.81 Unrealized +18.8%
SRE SEMPRA COM 0.0%
Value ($000) $7 Shares 96 Est. Cost $68.49 Unrealized +2.2%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $143.32 Unrealized +145.4%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $7 Shares 32 Est. Cost $284.68 Unrealized -15.4%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $7 Shares 255 Est. Cost $12.66 Unrealized +101.9%
GERN GERON CORP COM 0.0%
Value ($000) $7 Shares 1,621 Est. Cost $3.90 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $49.83 Unrealized +219.1%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.81 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $7 Shares 561 Est. Cost $16.71 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $7 Shares 884 Est. Cost $18.66 Unrealized -57.1%
RS RELIANCE INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $113.17 Unrealized +166.2%
KELLANOVA COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $60.91 Unrealized -7.8%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $6 Shares 91 Est. Cost $40.97 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.06 Unrealized +18.9%
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +51.3%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $6 Shares 589 Est. Cost $13.93 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $6 Shares 2 Est. Cost $1158.08 Unrealized +152.8%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $100.33 Unrealized -38.8%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $6 Shares 111 Est. Cost $11.66 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $77.04 Unrealized +40.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $283.68 Unrealized +40.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 145 Est. Cost $51.81 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
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $218.14 Unrealized +52.8%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $63.33 Unrealized +25.6%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $43.65 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $225.72 Unrealized +35.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $159.01 Unrealized +108.1%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $209.01 Unrealized -1.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.59 Unrealized +11.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $5 Shares 184 Est. Cost $23.11 Unrealized +27.3%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $5 Shares 352 Est. Cost $7.70 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $152.69 Unrealized +191.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $164.60 Unrealized -61.4%
VERTEX ENERGY INC COM 0.0%
Value ($000) $5 Shares 5,000 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $17.13 Unrealized +251.4%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.33 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $5 Shares 67 Est. Cost $54.80 Unrealized +9.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $5 Shares 58 Est. Cost $74.33 Unrealized +9.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $247.64 Unrealized -4.4%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $4 Shares 179 Est. Cost $23.27 Unrealized +2.8%
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $4 Shares 94 Est. Cost $43.73 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $97.25 Unrealized +53.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.48 Unrealized
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $86.80 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.73 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.46 Unrealized +2.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $105.94 Unrealized +99.6%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $127.00 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $1898.79 Unrealized +92.5%
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 +1.5%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $4 Shares 14 Est. Cost $220.94 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $570.60 Unrealized -15.1%
CATALENT INC COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $56.30 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $4 Shares 148 Est. Cost $15.85 Unrealized +74.3%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $4 Shares 14 Est. Cost $384.24 Unrealized -24.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $4 Shares 18 Est. Cost $161.78 Unrealized +23.5%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +43.1%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $4 Shares 1,084 Est. Cost $2.70 Unrealized +24.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $371.45 Unrealized +149.7%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $4 Shares 72 Est. Cost $21.43 Unrealized +130.9%
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $3 Shares 502 Est. Cost $6.75 Unrealized +1.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $3 Shares 105 Est. Cost $32.27 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $3 Shares 53 Est. Cost $110.11 Unrealized -46.7%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $109.03 Unrealized +34.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $61.41 Unrealized +1.2%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.37 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +42.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.25 Unrealized +2.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized -14.8%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +34.6%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +28.7%
INGR INGREDION INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.78 Unrealized +9.2%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $150.05 Unrealized -28.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $41.64 Unrealized +80.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.62 Unrealized -10.8%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 19 Est. Cost $90.57 Unrealized +44.2%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.88 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +34.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $457.04 Unrealized +148.6%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 94 Est. Cost $23.96 Unrealized +17.5%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $2 Shares 3 Est. Cost $220.47 Unrealized +230.4%
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +89.6%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +15.2%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $37.06 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +37.3%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.06 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +8.5%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +138.5%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +11.8%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +19.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $124.70 Unrealized -28.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $30.19 Unrealized +129.0%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $33.47 Unrealized -2.0%
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 +16.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized +34.7%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $160.40 Unrealized -36.8%
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $71.36 Unrealized +122.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -41.8%
FAST FASTENAL CO COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $33.99 Unrealized -4.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.15 Unrealized -31.2%
ICUI ICU MED INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $172.09 Unrealized -38.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.76 Unrealized +0.6%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $161.42 Unrealized +242.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.13 Unrealized -1.3%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $40.57 Unrealized +278.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 388 Est. Cost $7.39 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $267.92 Unrealized +46.7%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $87.21 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.28 Unrealized +4.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $139.80 Unrealized +129.4%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $28.78 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized -6.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 32 Est. Cost $48.06 Unrealized -4.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $123.24 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.63 Unrealized +38.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $331.87 Unrealized -37.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 20 Est. Cost $88.10 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +12.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +24.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +33.1%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +83.3%
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized +21.3%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.27 Unrealized
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +142.7%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.01 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 23 Est. Cost $55.02 Unrealized +5.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $67.49 Unrealized +7.2%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +37.0%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.09 Unrealized -30.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.33 Unrealized
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.53 Unrealized -50.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $299.44 Unrealized -12.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +113.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +29.3%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $76.72 Unrealized -62.3%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +56.9%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +4.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized +8.6%
RMD RESMED INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.48 Unrealized -6.3%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +164.6%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +44.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.93 Unrealized +5.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $85.51 Unrealized -39.2%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +36.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.81 Unrealized +31.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +34.8%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.65 Unrealized +23.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $207.32 Unrealized +33.2%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.41 Unrealized -35.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $154.54 Unrealized -10.1%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $21.50 Unrealized -74.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $151.59 Unrealized +23.1%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.14 Unrealized -1.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +32.4%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +3.7%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.17 Unrealized -13.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized +13.8%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +64.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +79.7%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.41 Unrealized +105.5%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.62 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $24.68 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +24.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 250 Est. Cost $23.74 Unrealized -87.9%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +5.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $78.52 Unrealized +68.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +18.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.89 Unrealized +1.9%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +10.2%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.33 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -48.5%
APTIV PLC SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $130.29 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.42 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -9.8%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.33 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.97 Unrealized +19.1%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $125.97 Unrealized -7.9%
FMC FMC CORP COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $94.79 Unrealized -41.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized -12.9%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $40.19 Unrealized -40.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized +45.4%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -46.2%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -77.8%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 75 Est. Cost $5.02 Unrealized -26.1%
FLORA GROWTH CORP COM 0.0%
Value ($000) $0 Shares 249 Est. Cost $1.35 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.59 Unrealized 0.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized +102.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +47.6%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +78.4%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +158.3%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.00 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.26 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.81 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
CANO HEALTH INC COM CL A 0.0%
Value ($000) $0 Shares 198 Est. Cost $3.12 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.64 Unrealized -19.3%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized -43.0%