Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 7, 2024

Total Value ($000): $256,507 (100.0% shares, 0.0% debt)

Holdings (807)

AAPL APPLE INC COM 6.5%
Value ($000) $16,688 Shares 71,622 Est. Cost $125.26 Unrealized +77.2%
SPY SPDR S&P 500 ETF TRUST 4.6%
Value ($000) $11,880 Shares 20,705 Est. Cost $391.90 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.0%
Value ($000) $10,368 Shares 15 Est. Cost $325723.70 Unrealized +103.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.2%
Value ($000) $8,209 Shares 97,115 Est. Cost $63.65 Unrealized
VOO VANGUARD S&P 500 ETF 2.7%
Value ($000) $7,020 Shares 13,304 Est. Cost $333.26 Unrealized
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $6,843 Shares 15,903 Est. Cost $184.55 Unrealized +129.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.7%
Value ($000) $4,487 Shares 22,655 Est. Cost $162.63 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $3,979 Shares 10,364 Est. Cost $207.73 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 1.3%
Value ($000) $3,271 Shares 36,599 Est. Cost $95.75 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $3,141 Shares 5,445 Est. Cost $429.84 Unrealized
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $3,124 Shares 21,215 Est. Cost $105.80 Unrealized +32.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.2%
Value ($000) $2,963 Shares 56,061 Est. Cost $31.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $2,960 Shares 16,522 Est. Cost $141.59 Unrealized
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 1.0%
Value ($000) $2,512 Shares 48,469 Est. Cost $43.08 Unrealized
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $2,376 Shares 19,565 Est. Cost $95.47 Unrealized +23.7%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $2,373 Shares 20,240 Est. Cost $59.40 Unrealized +85.2%
MRK MERCK & CO INC COM 0.9%
Value ($000) $2,329 Shares 20,507 Est. Cost $77.46 Unrealized +45.8%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $2,312 Shares 13,351 Est. Cost $133.36 Unrealized +23.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $2,262 Shares 55,016 Est. Cost $32.36 Unrealized
AFL AFLAC INC COM 0.9%
Value ($000) $2,235 Shares 19,989 Est. Cost $50.42 Unrealized +95.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.9%
Value ($000) $2,198 Shares 53,251 Est. Cost $35.97 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $2,117 Shares 3,699 Est. Cost $249.40 Unrealized +105.3%
PEP PEPSICO INC COM 0.8%
Value ($000) $1,959 Shares 11,518 Est. Cost $133.01 Unrealized +22.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $1,957 Shares 52,103 Est. Cost $32.82 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $1,924 Shares 4,749 Est. Cost $230.76 Unrealized +52.8%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,924 Shares 6,318 Est. Cost $195.61 Unrealized +36.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,905 Shares 10,621 Est. Cost $146.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $1,886 Shares 8,530 Est. Cost $149.58 Unrealized +26.3%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.7%
Value ($000) $1,790 Shares 5,257 Est. Cost $276.66 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $1,769 Shares 33,492 Est. Cost $48.61 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $1,699 Shares 11,205 Est. Cost $117.69 Unrealized
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,672 Shares 17,384 Est. Cost $112.30 Unrealized -19.4%
BK BANK NEW YORK MELLON CORP COM 0.6%
Value ($000) $1,647 Shares 22,923 Est. Cost $60.02 Unrealized +6.4%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,627 Shares 41,014 Est. Cost $28.15 Unrealized +37.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.6%
Value ($000) $1,584 Shares 18,915 Est. Cost $81.13 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $1,573 Shares 1,776 Est. Cost $278.63 Unrealized +219.5%
JPM JPMORGAN CHASE & CO. COM 0.6%
Value ($000) $1,566 Shares 7,427 Est. Cost $127.98 Unrealized +60.1%
ZION ZIONS BANCORPORATION N A COM 0.6%
Value ($000) $1,562 Shares 33,072 Est. Cost $38.78 Unrealized +22.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $1,555 Shares 10,391 Est. Cost $108.40 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $1,494 Shares 31,231 Est. Cost $39.56 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,483 Shares 27,868 Est. Cost $43.47 Unrealized +7.6%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,479 Shares 3,029 Est. Cost $248.44 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $1,467 Shares 7,873 Est. Cost $132.67 Unrealized +37.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.6%
Value ($000) $1,466 Shares 29,157 Est. Cost $52.61 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.6%
Value ($000) $1,446 Shares 14,741 Est. Cost $95.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.6%
Value ($000) $1,433 Shares 8,254 Est. Cost $103.70 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.5%
Value ($000) $1,405 Shares 24,290 Est. Cost $45.46 Unrealized
QCOM QUALCOMM INC COM 0.5%
Value ($000) $1,306 Shares 7,682 Est. Cost $115.24 Unrealized +48.5%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,265 Shares 7,426 Est. Cost $89.79 Unrealized +59.3%
STT STATE STR CORP COM 0.5%
Value ($000) $1,226 Shares 13,863 Est. Cost $78.80 Unrealized -0.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $1,177 Shares 10,062 Est. Cost $112.53 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $1,167 Shares 4,856 Est. Cost $182.05 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.5%
Value ($000) $1,165 Shares 10,691 Est. Cost $89.74 Unrealized +13.9%
SBCF SEACOAST BKG CORP FLA COM NEW 0.5%
Value ($000) $1,161 Shares 43,556 Est. Cost $33.23 Unrealized -20.6%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,160 Shares 5,251 Est. Cost $179.38 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $1,146 Shares 6,562 Est. Cost $149.79 Unrealized
GEV GE VERNOVA INC COM 0.4%
Value ($000) $1,137 Shares 4,458 Est. Cost $158.65 Unrealized +20.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $1,136 Shares 14,438 Est. Cost $80.31 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.4%
Value ($000) $1,133 Shares 6,951 Est. Cost $115.62 Unrealized +28.9%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,126 Shares 6,791 Est. Cost $118.47 Unrealized +40.7%
FTNT FORTINET INC COM 0.4%
Value ($000) $1,112 Shares 14,345 Est. Cost $56.52 Unrealized +20.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $1,103 Shares 3,985 Est. Cost $204.68 Unrealized +23.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,091 Shares 7,086 Est. Cost $127.39 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,074 Shares 6,426 Est. Cost $110.49 Unrealized +52.3%
VPL VANGUARD FTSE PACIFIC ETF 0.4%
Value ($000) $1,072 Shares 13,678 Est. Cost $71.56 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.4%
Value ($000) $1,049 Shares 5,221 Est. Cost $168.61 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $1,041 Shares 35,679 Est. Cost $25.57 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.4%
Value ($000) $1,003 Shares 54,935 Est. Cost $17.41 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $985 Shares 11,772 Est. Cost $78.71 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.4%
Value ($000) $969 Shares 3,949 Est. Cost $173.98 Unrealized
ETR ENTERGY CORP NEW COM 0.4%
Value ($000) $966 Shares 7,341 Est. Cost $54.51 Unrealized +3.9%
NUE NUCOR CORP COM 0.4%
Value ($000) $961 Shares 6,391 Est. Cost $110.89 Unrealized +32.4%
KCE SPDR S&P CAPITAL MARKETS ETF 0.4%
Value ($000) $959 Shares 7,683 Est. Cost $109.95 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $958 Shares 21,145 Est. Cost $34.39 Unrealized
KR KROGER CO COM 0.4%
Value ($000) $955 Shares 16,671 Est. Cost $45.02 Unrealized +15.8%
PCAR PACCAR INC COM 0.4%
Value ($000) $949 Shares 9,619 Est. Cost $58.16 Unrealized +58.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $948 Shares 10,316 Est. Cost $90.41 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.4%
Value ($000) $906 Shares 7,274 Est. Cost $83.77 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.4%
Value ($000) $902 Shares 9,401 Est. Cost $125.83 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.3%
Value ($000) $891 Shares 34,145 Est. Cost $25.87 Unrealized
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $888 Shares 8,558 Est. Cost $59.79 Unrealized +65.5%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.3%
Value ($000) $884 Shares 41,834 Est. Cost $20.66 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $850 Shares 4,116 Est. Cost $158.51 Unrealized +21.7%
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $850 Shares 8,599 Est. Cost $93.83 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $829 Shares 18,368 Est. Cost $44.04 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.3%
Value ($000) $812 Shares 17,209 Est. Cost $50.46 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $803 Shares 17,644 Est. Cost $38.69 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $800 Shares 8,854 Est. Cost $67.99 Unrealized
MLN VANECK LONG MUNI ETF 0.3%
Value ($000) $799 Shares 43,681 Est. Cost $18.03 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $790 Shares 6,430 Est. Cost $68.69 Unrealized +75.3%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $785 Shares 1,486 Est. Cost $454.42 Unrealized +5.2%
RTX RTX CORPORATION COM 0.3%
Value ($000) $776 Shares 6,403 Est. Cost $102.35 Unrealized +8.5%
FISR SPDR SSGA FIXED INCOME SECTOR ROTATION ETF 0.3%
Value ($000) $771 Shares 28,993 Est. Cost $25.88 Unrealized
NDAQ NASDAQ INC COM 0.3%
Value ($000) $760 Shares 10,406 Est. Cost $62.88 Unrealized +6.6%
HCI HCI GROUP INC COM 0.3%
Value ($000) $745 Shares 6,957 Est. Cost $68.74 Unrealized +37.9%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $744 Shares 2,176 Est. Cost $97.52 Unrealized +72.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $719 Shares 1,563 Est. Cost $331.86 Unrealized +33.2%
D DOMINION ENERGY INC COM 0.3%
Value ($000) $718 Shares 12,421 Est. Cost $51.16 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $704 Shares 1,665 Est. Cost $292.36 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.3%
Value ($000) $698 Shares 10,486 Est. Cost $57.81 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $682 Shares 3,911 Est. Cost $134.87 Unrealized
PHM PULTE GROUP INC COM 0.3%
Value ($000) $676 Shares 4,710 Est. Cost $112.35 Unrealized +11.9%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.3%
Value ($000) $668 Shares 4,039 Est. Cost $158.67 Unrealized 0.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $662 Shares 7,411 Est. Cost $111.57 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $658 Shares 8,150 Est. Cost $53.51 Unrealized +35.5%
QLD PROSHARES ULTRA QQQ 0.3%
Value ($000) $648 Shares 6,432 Est. Cost $90.01 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value ($000) $644 Shares 2,477 Est. Cost $164.88 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $639 Shares 2,628 Est. Cost $190.66 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.2%
Value ($000) $634 Shares 27,213 Est. Cost $18.29 Unrealized +18.2%
JMUB JPMORGAN MUNICIPAL ETF 0.2%
Value ($000) $624 Shares 12,166 Est. Cost $50.37 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $623 Shares 2,595 Est. Cost $179.35 Unrealized +36.1%
BA BOEING CO COM 0.2%
Value ($000) $601 Shares 3,949 Est. Cost $196.41 Unrealized -12.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $581 Shares 6,029 Est. Cost $78.94 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $578 Shares 6,299 Est. Cost $91.44 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $565 Shares 10,333 Est. Cost $44.84 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $563 Shares 1,748 Est. Cost $222.73 Unrealized +40.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $557 Shares 11,828 Est. Cost $48.90 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $557 Shares 953 Est. Cost $301.87 Unrealized +81.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $554 Shares 4,093 Est. Cost $91.55 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $554 Shares 1,919 Est. Cost $214.37 Unrealized +26.3%
KO COCA COLA CO COM 0.2%
Value ($000) $550 Shares 7,657 Est. Cost $47.10 Unrealized +39.4%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $547 Shares 3,854 Est. Cost $117.72 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $538 Shares 2,723 Est. Cost $99.12 Unrealized +80.3%
BLV VANGUARD LONG-TERM BOND ETF 0.2%
Value ($000) $537 Shares 7,146 Est. Cost $74.58 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.2%
Value ($000) $528 Shares 27,002 Est. Cost $19.24 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $527 Shares 25,497 Est. Cost $20.35 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $524 Shares 4,282 Est. Cost $65.56 Unrealized +74.6%
BLDR BUILDERS FIRSTSOURCE INC COM 0.2%
Value ($000) $522 Shares 2,694 Est. Cost $120.51 Unrealized +37.6%
J JACOBS SOLUTIONS INC COM 0.2%
Value ($000) $517 Shares 3,947 Est. Cost $107.05 Unrealized +11.2%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $516 Shares 999 Est. Cost $485.84 Unrealized +0.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $498 Shares 2,204 Est. Cost $132.07 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $484 Shares 6,176 Est. Cost $89.99 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $475 Shares 9,752 Est. Cost $47.61 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $458 Shares 783 Est. Cost $413.71 Unrealized +24.8%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $455 Shares 7,681 Est. Cost $52.73 Unrealized
FDX FEDEX CORP COM 0.2%
Value ($000) $453 Shares 1,657 Est. Cost $268.04 Unrealized +4.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $448 Shares 4,583 Est. Cost $93.94 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $448 Shares 9,014 Est. Cost $46.11 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $445 Shares 2,511 Est. Cost $95.90 Unrealized +66.1%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $445 Shares 5,320 Est. Cost $62.05 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.2%
Value ($000) $443 Shares 12,993 Est. Cost $30.81 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.2%
Value ($000) $434 Shares 15,607 Est. Cost $27.84 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $406 Shares 1,710 Est. Cost $204.44 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $403 Shares 4,857 Est. Cost $65.80 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $403 Shares 813 Est. Cost $324.76 Unrealized +46.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $402 Shares 7,868 Est. Cost $50.34 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $402 Shares 1,537 Est. Cost $249.31 Unrealized -8.5%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $394 Shares 2,090 Est. Cost $78.14 Unrealized +114.9%
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $388 Shares 8,155 Est. Cost $54.06 Unrealized
AIR AAR CORP COM 0.1%
Value ($000) $383 Shares 5,854 Est. Cost $46.28 Unrealized +42.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $376 Shares 6,035 Est. Cost $71.11 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $374 Shares 1,518 Est. Cost $178.32 Unrealized +31.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $369 Shares 747 Est. Cost $304.16 Unrealized +51.8%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $359 Shares 9,721 Est. Cost $35.55 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $354 Shares 3,013 Est. Cost $65.29 Unrealized +72.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $349 Shares 3,977 Est. Cost $85.55 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $342 Shares 2,669 Est. Cost $94.06 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $335 Shares 4,298 Est. Cost $77.95 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $323 Shares 1,174 Est. Cost $220.99 Unrealized +21.1%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $320 Shares 2,200 Est. Cost $99.45 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.1%
Value ($000) $314 Shares 17,276 Est. Cost $21.24 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $309 Shares 7,500 Est. Cost $41.16 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $309 Shares 1,138 Est. Cost $124.78 Unrealized +96.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $308 Shares 6,890 Est. Cost $44.82 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $306 Shares 3,195 Est. Cost $84.37 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $300 Shares 1,071 Est. Cost $172.66 Unrealized +64.5%
MBB ISHARES MBS ETF 0.1%
Value ($000) $299 Shares 3,123 Est. Cost $104.32 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $299 Shares 6,286 Est. Cost $48.61 Unrealized
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $292 Shares 1,170 Est. Cost $108.20 Unrealized +108.1%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $291 Shares 6,690 Est. Cost $49.74 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $281 Shares 7,560 Est. Cost $17.07 Unrealized +79.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $281 Shares 1,354 Est. Cost $143.26 Unrealized +42.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $280 Shares 716 Est. Cost $181.82 Unrealized +86.3%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $276 Shares 1,705 Est. Cost $141.76 Unrealized +7.7%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $275 Shares 5,316 Est. Cost $50.47 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $271 Shares 976 Est. Cost $242.65 Unrealized +8.2%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $270 Shares 3,368 Est. Cost $46.32 Unrealized +49.1%
T AT&T INC COM 0.1%
Value ($000) $268 Shares 12,199 Est. Cost $16.68 Unrealized +12.6%
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.1%
Value ($000) $266 Shares 5,373 Est. Cost $45.04 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $262 Shares 2,297 Est. Cost $85.74 Unrealized +24.9%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $257 Shares 9,767 Est. Cost $24.96 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $252 Shares 284 Est. Cost $572.69 Unrealized +50.5%
PFE PFIZER INC COM 0.1%
Value ($000) $245 Shares 8,465 Est. Cost $35.67 Unrealized -25.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $245 Shares 2,897 Est. Cost $67.24 Unrealized +11.3%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $245 Shares 9,540 Est. Cost $25.51 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $242 Shares 4,204 Est. Cost $52.95 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $237 Shares 9,800 Est. Cost $22.79 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $235 Shares 8,816 Est. Cost $26.58 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $233 Shares 5,025 Est. Cost $28.58 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $231 Shares 929 Est. Cost $133.64 Unrealized +71.9%
INTC INTEL CORP COM 0.1%
Value ($000) $229 Shares 9,769 Est. Cost $48.14 Unrealized -48.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $214 Shares 1,986 Est. Cost $101.43 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.1%
Value ($000) $213 Shares 8,215 Est. Cost $25.91 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $203 Shares 1,100 Est. Cost $125.14 Unrealized +33.8%
BX BLACKSTONE INC COM 0.1%
Value ($000) $202 Shares 1,322 Est. Cost $115.07 Unrealized +16.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $198 Shares 1,150 Est. Cost $151.63 Unrealized +4.2%
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $197 Shares 2,493 Est. Cost $66.44 Unrealized +14.4%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $195 Shares 834 Est. Cost $140.56 Unrealized +53.2%
DHI D R HORTON INC COM 0.1%
Value ($000) $193 Shares 1,013 Est. Cost $56.16 Unrealized +208.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $188 Shares 1,494 Est. Cost $72.69 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $179 Shares 868 Est. Cost $163.89 Unrealized +14.9%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $179 Shares 869 Est. Cost $107.51 Unrealized +74.3%
DE DEERE & CO COM 0.1%
Value ($000) $178 Shares 426 Est. Cost $363.94 Unrealized +1.5%
LIN LINDE PLC SHS 0.1%
Value ($000) $173 Shares 362 Est. Cost $313.32 Unrealized +43.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $171 Shares 2,714 Est. Cost $72.49 Unrealized -23.9%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $171 Shares 1,409 Est. Cost $74.07 Unrealized +49.3%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.1%
Value ($000) $170 Shares 8,014 Est. Cost $20.86 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $170 Shares 5,992 Est. Cost $21.86 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value ($000) $169 Shares 2,479 Est. Cost $68.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $166 Shares 2,259 Est. Cost $50.21 Unrealized +33.8%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $166 Shares 843 Est. Cost $184.80 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $165 Shares 1,500 Est. Cost $76.41 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $162 Shares 1,663 Est. Cost $85.06 Unrealized -2.6%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $161 Shares 3,109 Est. Cost $51.82 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $153 Shares 2,704 Est. Cost $40.81 Unrealized +34.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $153 Shares 539 Est. Cost $188.76 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $150 Shares 1,239 Est. Cost $93.13 Unrealized +17.9%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $149 Shares 4,425 Est. Cost $32.13 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $144 Shares 1,093 Est. Cost $124.40 Unrealized +3.2%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $142 Shares 2,467 Est. Cost $51.48 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $142 Shares 1,922 Est. Cost $47.53 Unrealized +38.1%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $139 Shares 3,858 Est. Cost $38.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $139 Shares 225 Est. Cost $438.91 Unrealized +34.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $138 Shares 308 Est. Cost $180.28 Unrealized +127.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $138 Shares 687 Est. Cost $142.55 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $137 Shares 3,036 Est. Cost $35.99 Unrealized +13.5%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $136 Shares 827 Est. Cost $75.57 Unrealized +92.5%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $134 Shares 4,612 Est. Cost $27.22 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $134 Shares 2,590 Est. Cost $49.33 Unrealized -11.5%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $133 Shares 1,280 Est. Cost $90.14 Unrealized +7.5%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $132 Shares 2,941 Est. Cost $40.78 Unrealized +12.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $129 Shares 3,091 Est. Cost $39.18 Unrealized -3.7%
TER TERADYNE INC COM 0.1%
Value ($000) $129 Shares 962 Est. Cost $100.55 Unrealized +33.2%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $128 Shares 369 Est. Cost $194.29 Unrealized +72.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $127 Shares 1,232 Est. Cost $62.45 Unrealized +34.4%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $127 Shares 1,684 Est. Cost $60.39 Unrealized +16.6%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $126 Shares 8,584 Est. Cost $15.32 Unrealized -9.0%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.0%
Value ($000) $125 Shares 1,230 Est. Cost $101.41 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $118 Shares 434 Est. Cost $123.33 Unrealized +124.2%
F FORD MTR CO COM 0.0%
Value ($000) $117 Shares 11,111 Est. Cost $9.71 Unrealized +7.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $117 Shares 868 Est. Cost $113.81 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $116 Shares 981 Est. Cost $84.10 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $116 Shares 1,891 Est. Cost $57.85 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $114 Shares 418 Est. Cost $193.43 Unrealized +31.2%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $114 Shares 1,800 Est. Cost $87.40 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $112 Shares 1,052 Est. Cost $84.40 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $112 Shares 787 Est. Cost $124.89 Unrealized +7.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $112 Shares 423 Est. Cost $178.18 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $111 Shares 2,663 Est. Cost $42.05 Unrealized
MEAR BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF 0.0%
Value ($000) $111 Shares 2,200 Est. Cost $49.67 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $109 Shares 13,931 Est. Cost $7.61 Unrealized -4.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $107 Shares 3,610 Est. Cost $42.85 Unrealized -37.4%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $106 Shares 1,459 Est. Cost $51.92 Unrealized +40.2%
INTU INTUIT COM 0.0%
Value ($000) $106 Shares 170 Est. Cost $457.31 Unrealized +38.4%
BLK BLACKROCK INC COM 0.0%
Value ($000) $105 Shares 111 Est. Cost $840.24 Unrealized 0.0%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $105 Shares 5,559 Est. Cost $18.81 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $105 Shares 894 Est. Cost $38.07 Unrealized +181.2%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $105 Shares 1,325 Est. Cost $58.00 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $104 Shares 2,645 Est. Cost $31.25 Unrealized +15.6%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $103 Shares 3,950 Est. Cost $26.07 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $101 Shares 744 Est. Cost $122.31 Unrealized -1.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $101 Shares 143 Est. Cost $60.71 Unrealized +10.2%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $100 Shares 1,541 Est. Cost $56.50 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $98 Shares 396 Est. Cost $166.15 Unrealized +40.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $98 Shares 700 Est. Cost $84.82 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $98 Shares 655 Est. Cost $108.75 Unrealized +28.6%
EMHC SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $98 Shares 3,889 Est. Cost $23.95 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $94 Shares 416 Est. Cost $122.84 Unrealized +77.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $93 Shares 640 Est. Cost $125.77 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $91 Shares 1,278 Est. Cost $68.24 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $89 Shares 533 Est. Cost $63.39 Unrealized +138.6%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $87 Shares 1,496 Est. Cost $31.56 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $86 Shares 273 Est. Cost $404.20 Unrealized -13.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $86 Shares 1,701 Est. Cost $39.40 Unrealized +8.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $84 Shares 226 Est. Cost $252.47 Unrealized +33.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $82 Shares 129 Est. Cost $437.70 Unrealized +28.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $81 Shares 300 Est. Cost $187.13 Unrealized +26.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $81 Shares 584 Est. Cost $71.88 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $80 Shares 411 Est. Cost $205.45 Unrealized -11.7%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $79 Shares 3,163 Est. Cost $16.55 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $79 Shares 1,500 Est. Cost $38.45 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $79 Shares 168 Est. Cost $287.34 Unrealized +48.4%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $78 Shares 496 Est. Cost $109.59 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $78 Shares 940 Est. Cost $76.47 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $77 Shares 471 Est. Cost $119.24 Unrealized +27.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $77 Shares 337 Est. Cost $140.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $77 Shares 166 Est. Cost $239.18 Unrealized +100.8%
AON AON PLC SHS CL A 0.0%
Value ($000) $77 Shares 222 Est. Cost $195.70 Unrealized +65.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $77 Shares 777 Est. Cost $87.88 Unrealized +14.5%
NKE NIKE INC CL B 0.0%
Value ($000) $77 Shares 866 Est. Cost $131.75 Unrealized -42.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $76 Shares 326 Est. Cost $218.51 Unrealized -3.5%
MSCI MSCI INC COM 0.0%
Value ($000) $75 Shares 129 Est. Cost $477.05 Unrealized +11.8%
MET METLIFE INC COM 0.0%
Value ($000) $75 Shares 908 Est. Cost $59.90 Unrealized +20.0%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $71 Shares 40,000 Est. Cost $2.04 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $71 Shares 1,232 Est. Cost $51.33 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $70 Shares 1,076 Est. Cost $56.27 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $68 Shares 65 Est. Cost $635.24 Unrealized +74.2%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $67 Shares 1,366 Est. Cost $46.07 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $67 Shares 582 Est. Cost $105.05 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $67 Shares 857 Est. Cost $68.67 Unrealized +5.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $66 Shares 500 Est. Cost $89.33 Unrealized +36.6%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $65 Shares 1,223 Est. Cost $52.44 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $65 Shares 630 Est. Cost $88.33 Unrealized +5.3%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $64 Shares 404 Est. Cost $108.68 Unrealized +33.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $64 Shares 1,405 Est. Cost $40.68 Unrealized +2.7%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $64 Shares 728 Est. Cost $121.20 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $64 Shares 180 Est. Cost $297.48 Unrealized +8.5%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $63 Shares 201 Est. Cost $228.69 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $63 Shares 210 Est. Cost $258.49 Unrealized +1.8%
WAT WATERS CORP COM 0.0%
Value ($000) $61 Shares 168 Est. Cost $220.88 Unrealized +47.4%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $59 Shares 275 Est. Cost $91.47 Unrealized +109.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $59 Shares 1,308 Est. Cost $38.47 Unrealized -0.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $57 Shares 954 Est. Cost $59.37 Unrealized -2.6%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $54 Shares 945 Est. Cost $86.11 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $53 Shares 378 Est. Cost $72.53 Unrealized +73.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $52 Shares 506 Est. Cost $79.13 Unrealized +31.4%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $52 Shares 1,279 Est. Cost $45.75 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $51 Shares 487 Est. Cost $50.10 Unrealized +109.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $50 Shares 800 Est. Cost $59.42 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $49 Shares 303 Est. Cost $127.12 Unrealized +19.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $49 Shares 737 Est. Cost $58.61 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $48 Shares 280 Est. Cost $163.33 Unrealized +1.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $47 Shares 184 Est. Cost $165.73 Unrealized +45.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $47 Shares 484 Est. Cost $91.26 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $45 Shares 1,145 Est. Cost $49.16 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $45 Shares 235 Est. Cost $137.66 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $44 Shares 295 Est. Cost $97.94 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $44 Shares 1,322 Est. Cost $32.63 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $43 Shares 670 Est. Cost $57.94 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $43 Shares 402 Est. Cost $121.06 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $43 Shares 500 Est. Cost $62.90 Unrealized +21.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $42 Shares 924 Est. Cost $38.30 Unrealized +7.4%
MBND SPDR NUVEEN MUNICIPAL BOND ETF 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $25.92 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $42 Shares 339 Est. Cost $115.90 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $41 Shares 587 Est. Cost $52.54 Unrealized +20.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $41 Shares 206 Est. Cost $180.10 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $41 Shares 250 Est. Cost $124.55 Unrealized +13.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $40 Shares 284 Est. Cost $99.14 Unrealized +33.9%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $40 Shares 350 Est. Cost $64.67 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $38 Shares 459 Est. Cost $67.23 Unrealized +8.7%
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $38 Shares 750 Est. Cost $49.30 Unrealized +3.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $38 Shares 190 Est. Cost $137.07 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $37 Shares 186 Est. Cost $129.76 Unrealized +52.6%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $37 Shares 790 Est. Cost $35.11 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $37 Shares 953 Est. Cost $29.41 Unrealized +23.2%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $37 Shares 374 Est. Cost $92.82 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $36 Shares 344 Est. Cost $89.87 Unrealized +30.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $36 Shares 879 Est. Cost $35.52 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $36 Shares 973 Est. Cost $36.58 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $35 Shares 280 Est. Cost $118.05 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $158.45 Unrealized -42.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $35 Shares 998 Est. Cost $24.88 Unrealized +27.9%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $35 Shares 425 Est. Cost $64.32 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $35 Shares 319 Est. Cost $67.58 Unrealized +55.5%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $34 Shares 2,486 Est. Cost $13.24 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $34 Shares 44 Est. Cost $737.27 Unrealized +5.1%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $34 Shares 304 Est. Cost $85.12 Unrealized +23.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $34 Shares 151 Est. Cost $210.68 Unrealized +3.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $34 Shares 292 Est. Cost $105.91 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $34 Shares 287 Est. Cost $111.60 Unrealized +1.5%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $33 Shares 805 Est. Cost $51.91 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $33 Shares 137 Est. Cost $213.82 Unrealized +5.1%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $32 Shares 25 Est. Cost $1490.52 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $32 Shares 139 Est. Cost $196.62 Unrealized +12.0%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $32 Shares 680 Est. Cost $51.27 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $32 Shares 195 Est. Cost $77.74 Unrealized +90.3%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $32 Shares 61 Est. Cost $340.67 Unrealized +52.9%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $31 Shares 254 Est. Cost $118.25 Unrealized -5.6%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $31 Shares 194 Est. Cost $122.80 Unrealized +19.4%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $31 Shares 582 Est. Cost $33.23 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $30 Shares 91 Est. Cost $253.34 Unrealized +18.9%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $30 Shares 312 Est. Cost $94.35 Unrealized +3.6%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $30 Shares 300 Est. Cost $93.72 Unrealized 0.0%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $30 Shares 2,028 Est. Cost $21.61 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $30 Shares 444 Est. Cost $51.88 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $30 Shares 345 Est. Cost $81.19 Unrealized +0.3%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $29 Shares 88 Est. Cost $328.21 Unrealized -3.2%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $29 Shares 468 Est. Cost $48.26 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $29 Shares 309 Est. Cost $87.59 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 308 Est. Cost $64.52 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $28 Shares 567 Est. Cost $44.24 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $28 Shares 863 Est. Cost $32.72 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $28 Shares 73 Est. Cost $139.48 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $28 Shares 466 Est. Cost $53.22 Unrealized +9.3%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $27 Shares 325 Est. Cost $170.44 Unrealized -37.8%
CBZ CBIZ INC COM 0.0%
Value ($000) $27 Shares 406 Est. Cost $29.45 Unrealized +146.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $27 Shares 852 Est. Cost $37.74 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $27 Shares 319 Est. Cost $76.62 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $27 Shares 318 Est. Cost $59.26 Unrealized +33.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $27 Shares 294 Est. Cost $81.63 Unrealized 0.0%
COO COOPER COS INC COM 0.0%
Value ($000) $26 Shares 236 Est. Cost $97.33 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $26 Shares 101 Est. Cost $240.22 Unrealized 0.0%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $26 Shares 499 Est. Cost $42.44 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $26 Shares 398 Est. Cost $64.05 Unrealized 0.0%
HYBL SPDR BLACKSTONE HIGH INCOME ETF 0.0%
Value ($000) $26 Shares 900 Est. Cost $27.25 Unrealized
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $26 Shares 468 Est. Cost $50.03 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $25 Shares 1,125 Est. Cost $21.63 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $14.85 Unrealized +0.1%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $25 Shares 360 Est. Cost $69.67 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $25 Shares 247 Est. Cost $110.48 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $24 Shares 275 Est. Cost $56.16 Unrealized +35.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 98 Est. Cost $205.72 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $24 Shares 86 Est. Cost $253.37 Unrealized -0.7%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $24 Shares 570 Est. Cost $56.25 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $24 Shares 154 Est. Cost $151.72 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $24 Shares 327 Est. Cost $73.26 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $23 Shares 242 Est. Cost $84.41 Unrealized +0.9%
WSO WATSCO INC COM 0.0%
Value ($000) $23 Shares 47 Est. Cost $253.63 Unrealized +89.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $23 Shares 452 Est. Cost $37.95 Unrealized +20.0%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $23 Shares 591 Est. Cost $26.21 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $23 Shares 1,470 Est. Cost $6.60 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $22 Shares 339 Est. Cost $56.58 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $22 Shares 635 Est. Cost $30.43 Unrealized 0.0%
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $33.20 Unrealized
LII LENNOX INTL INC COM 0.0%
Value ($000) $22 Shares 36 Est. Cost $562.87 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $22 Shares 42 Est. Cost $552.15 Unrealized -0.7%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $22 Shares 128 Est. Cost $147.59 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $22 Shares 930 Est. Cost $39.05 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $21 Shares 66 Est. Cost $462.35 Unrealized -27.3%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $21 Shares 160 Est. Cost $132.37 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $21 Shares 64 Est. Cost $110.63 Unrealized +243.4%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $21 Shares 4,245 Est. Cost $6.05 Unrealized -10.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $21 Shares 230 Est. Cost $22.79 Unrealized +257.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $21 Shares 111 Est. Cost $158.27 Unrealized +3.8%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $21 Shares 422 Est. Cost $36.09 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 398 Est. Cost $57.91 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $20 Shares 431 Est. Cost $41.31 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $20 Shares 56 Est. Cost $270.39 Unrealized +13.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $20 Shares 300 Est. Cost $147.81 Unrealized -56.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $20 Shares 349 Est. Cost $56.22 Unrealized -1.5%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $20 Shares 168 Est. Cost $119.07 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 51 Est. Cost $326.30 Unrealized +5.1%
O REALTY INCOME CORP COM 0.0%
Value ($000) $20 Shares 310 Est. Cost $55.00 Unrealized 0.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $80.46 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $106.72 Unrealized -14.2%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $19 Shares 10 Est. Cost $1710.97 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $19 Shares 1,308 Est. Cost $13.35 Unrealized +0.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $19 Shares 63 Est. Cost $251.41 Unrealized +14.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $19 Shares 13 Est. Cost $1045.39 Unrealized +10.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $18 Shares 229 Est. Cost $71.44 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $18 Shares 790 Est. Cost $20.60 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $18 Shares 238 Est. Cost $70.39 Unrealized +2.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $18 Shares 115 Est. Cost $71.78 Unrealized +94.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $18 Shares 94 Est. Cost $172.85 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $18 Shares 180 Est. Cost $84.45 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $18 Shares 411 Est. Cost $39.58 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $18 Shares 19 Est. Cost $152.39 Unrealized +460.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $17 Shares 60 Est. Cost $32.56 Unrealized +61.3%
BIIB BIOGEN INC COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $227.61 Unrealized -8.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $17 Shares 107 Est. Cost $135.18 Unrealized +21.3%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $17 Shares 475 Est. Cost $30.25 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $17 Shares 61 Est. Cost $174.68 Unrealized +59.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 107 Est. Cost $142.34 Unrealized 0.0%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $17 Shares 412 Est. Cost $41.23 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 712 Est. Cost $22.88 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $17 Shares 83 Est. Cost $189.29 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 4 Est. Cost $3320.22 Unrealized +14.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $17 Shares 518 Est. Cost $28.24 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $17 Shares 52 Est. Cost $235.19 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $17 Shares 266 Est. Cost $62.56 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $16 Shares 418 Est. Cost $42.17 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $16 Shares 97 Est. Cost $154.47 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $66.35 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $16 Shares 162 Est. Cost $75.97 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $16 Shares 229 Est. Cost $79.02 Unrealized -20.9%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 36 Est. Cost $415.73 Unrealized -0.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $16 Shares 5 Est. Cost $2305.37 Unrealized +33.2%
CM CANADIAN IMPERIAL BK COMM COM 0.0%
Value ($000) $15 Shares 251 Est. Cost $51.88 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $15 Shares 288 Est. Cost $34.74 Unrealized +39.3%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $15 Shares 149 Est. Cost $123.48 Unrealized -17.3%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 336 Est. Cost $45.19 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $15 Shares 18 Est. Cost $833.28 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $15 Shares 57 Est. Cost $123.07 Unrealized +96.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $15 Shares 223 Est. Cost $137.62 Unrealized -33.3%
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $15 Shares 1,174 Est. Cost $12.63 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $15 Shares 345 Est. Cost $35.27 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $15 Shares 58 Est. Cost $214.15 Unrealized 0.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $15 Shares 137 Est. Cost $111.29 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $15 Shares 86 Est. Cost $110.42 Unrealized +46.5%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $43.02 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 129 Est. Cost $114.62 Unrealized
SRTS SENSUS HEALTHCARE INC COM 0.0%
Value ($000) $15 Shares 2,500 Est. Cost $9.13 Unrealized -33.5%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $14 Shares 40 Est. Cost $291.53 Unrealized +16.8%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $67.52 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.17 Unrealized +48.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $14 Shares 47 Est. Cost $229.32 Unrealized +33.0%
QIAGEN NV SHS NEW 0.0%
Value ($000) $14 Shares 304 Est. Cost $55.58 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $14 Shares 64 Est. Cost $204.45 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $14 Shares 27 Est. Cost $210.41 Unrealized +155.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $13 Shares 1,275 Est. Cost $6.14 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $13 Shares 579 Est. Cost $19.64 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $13 Shares 107 Est. Cost $113.27 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $13 Shares 25 Est. Cost $502.22 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $13 Shares 111 Est. Cost $97.29 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $13 Shares 35 Est. Cost $338.65 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $13 Shares 35 Est. Cost $246.89 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $13 Shares 343 Est. Cost $34.78 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $13 Shares 55 Est. Cost $231.14 Unrealized +2.1%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $13 Shares 93 Est. Cost $135.15 Unrealized -4.3%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $13 Shares 243 Est. Cost $47.61 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $13 Shares 142 Est. Cost $78.28 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $13 Shares 24 Est. Cost $536.17 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $13 Shares 30 Est. Cost $425.05 Unrealized 0.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $13 Shares 101 Est. Cost $100.55 Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $13 Shares 249 Est. Cost $48.82 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $13 Shares 81 Est. Cost $134.01 Unrealized +5.2%
KELLANOVA COM 0.0%
Value ($000) $13 Shares 155 Est. Cost $62.99 Unrealized +8.6%
AMCOR PLC ORD 0.0%
Value ($000) $12 Shares 1,101 Est. Cost $10.13 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $12 Shares 928 Est. Cost $16.63 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 564 Est. Cost $21.04 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $160.41 Unrealized +3.5%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $12 Shares 399 Est. Cost $30.05 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $12 Shares 119 Est. Cost $91.35 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $245.85 Unrealized 0.0%
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $54.49 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 45 Est. Cost $229.71 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 1,019 Est. Cost $12.67 Unrealized -14.7%
WAB WABTEC COM 0.0%
Value ($000) $12 Shares 65 Est. Cost $146.06 Unrealized +11.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $12 Shares 58 Est. Cost $174.10 Unrealized +16.2%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $45.28 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $109.57 Unrealized +25.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 119 Est. Cost $84.31 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $12 Shares 305 Est. Cost $70.00 Unrealized -49.0%
IAC IAC INC COM NEW 0.0%
Value ($000) $12 Shares 215 Est. Cost $41.65 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 3,700 Est. Cost $3.12 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $12 Shares 79 Est. Cost $130.49 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $11 Shares 127 Est. Cost $80.54 Unrealized +0.4%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 112 Est. Cost $87.28 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $11 Shares 24 Est. Cost $426.91 Unrealized +7.4%
SAIA SAIA INC COM 0.0%
Value ($000) $11 Shares 26 Est. Cost $423.53 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $11 Shares 132 Est. Cost $74.85 Unrealized 0.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $11 Shares 43 Est. Cost $239.60 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $11 Shares 155 Est. Cost $67.21 Unrealized +2.3%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $11 Shares 44 Est. Cost $58.39 Unrealized +300.8%
PPL PPL CORP COM 0.0%
Value ($000) $11 Shares 336 Est. Cost $29.23 Unrealized 0.0%
EXPO EXPONENT INC COM 0.0%
Value ($000) $11 Shares 96 Est. Cost $102.48 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $11 Shares 101 Est. Cost $96.70 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $11 Shares 231 Est. Cost $43.42 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $11 Shares 57 Est. Cost $133.73 Unrealized +36.9%
HAYW HAYWARD HLDGS INC COM 0.0%
Value ($000) $11 Shares 713 Est. Cost $13.85 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $11 Shares 288 Est. Cost $26.25 Unrealized +28.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $37.65 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $11 Shares 59 Est. Cost $178.58 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $10 Shares 205 Est. Cost $39.88 Unrealized 0.0%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $10 Shares 59 Est. Cost $155.15 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $10 Shares 122 Est. Cost $70.17 Unrealized +8.8%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $10 Shares 121 Est. Cost $74.88 Unrealized 0.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $10 Shares 106 Est. Cost $78.50 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $123.51 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 87 Est. Cost $111.06 Unrealized 0.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $10 Shares 308 Est. Cost $28.61 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $197.12 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $46.07 Unrealized +18.7%
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $10 Shares 85 Est. Cost $116.05 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $10 Shares 172 Est. Cost $53.88 Unrealized 0.0%
GGG GRACO INC COM 0.0%
Value ($000) $10 Shares 111 Est. Cost $80.36 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 156 Est. Cost $62.11 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $10 Shares 103 Est. Cost $78.44 Unrealized +6.8%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 86 Est. Cost $79.71 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $10 Shares 16 Est. Cost $563.60 Unrealized 0.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $168.53 Unrealized -2.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $10 Shares 123 Est. Cost $132.77 Unrealized -49.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $265.38 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $9 Shares 32 Est. Cost $279.16 Unrealized 0.0%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $9 Shares 383 Est. Cost $24.38 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $9 Shares 8 Est. Cost $62.64 Unrealized +17.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $9 Shares 16 Est. Cost $464.23 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $39.85 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 111 Est. Cost $67.27 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $207.82 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $118.28 Unrealized +3.1%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $9 Shares 196 Est. Cost $49.94 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $9 Shares 38 Est. Cost $225.33 Unrealized 0.0%
AZTA AZENTA INC COM 0.0%
Value ($000) $9 Shares 182 Est. Cost $52.01 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 415 Est. Cost $13.96 Unrealized +30.5%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $63.91 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $9 Shares 41 Est. Cost $194.84 Unrealized +1.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $309.20 Unrealized +17.1%
APA APA CORPORATION COM 0.0%
Value ($000) $8 Shares 347 Est. Cost $26.35 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $8 Shares 18 Est. Cost $448.42 Unrealized 0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $8 Shares 159 Est. Cost $31.29 Unrealized 0.0%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $8 Shares 131 Est. Cost $63.96 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $8 Shares 649 Est. Cost $11.94 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $138.49 Unrealized +4.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $8 Shares 305 Est. Cost $31.50 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $8 Shares 157 Est. Cost $48.56 Unrealized 0.0%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $28.81 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $8 Shares 98 Est. Cost $79.21 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $8 Shares 32 Est. Cost $284.68 Unrealized -17.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $120.31 Unrealized +15.8%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $8 Shares 209 Est. Cost $39.34 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $8 Shares 50 Est. Cost $146.76 Unrealized 0.0%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $8 Shares 190 Est. Cost $40.00 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $8 Shares 62 Est. Cost $115.74 Unrealized 0.0%
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $7 Shares 561 Est. Cost $16.71 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $7 Shares 78 Est. Cost $92.64 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $7 Shares 218 Est. Cost $24.09 Unrealized +22.2%
GERN GERON CORP COM 0.0%
Value ($000) $7 Shares 1,621 Est. Cost $3.90 Unrealized +16.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $7 Shares 884 Est. Cost $18.66 Unrealized -58.1%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $448.81 Unrealized +21.3%
QLYS QUALYS INC COM 0.0%
Value ($000) $7 Shares 56 Est. Cost $82.92 Unrealized +59.2%
EQIX EQUINIX INC COM 0.0%
Value ($000) $7 Shares 8 Est. Cost $749.68 Unrealized +6.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $75.86 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $49.83 Unrealized +231.5%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $101.39 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $7 Shares 173 Est. Cost $39.38 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $225.72 Unrealized +52.8%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $7 Shares 255 Est. Cost $12.66 Unrealized +112.5%
STE STERIS PLC SHS USD 0.0%
Value ($000) $7 Shares 28 Est. Cost $141.56 Unrealized +63.3%
RS RELIANCE INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $113.17 Unrealized +153.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $7 Shares 44 Est. Cost $137.10 Unrealized 0.0%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $7 Shares 1,084 Est. Cost $2.70 Unrealized +81.9%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $7 Shares 91 Est. Cost $40.97 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $6 Shares 589 Est. Cost $13.93 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $283.68 Unrealized +64.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $6 Shares 301 Est. Cost $22.14 Unrealized -18.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $65.05 Unrealized -0.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $6 Shares 47 Est. Cost $106.05 Unrealized +7.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $17.13 Unrealized +300.0%
RMD RESMED INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $219.24 Unrealized +0.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $6 Shares 83 Est. Cost $43.65 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $6 Shares 112 Est. Cost $47.62 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $209.01 Unrealized +23.8%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $6 Shares 179 Est. Cost $23.27 Unrealized +16.8%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 229 Est. Cost $24.93 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $6 Shares 111 Est. Cost $11.66 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $78.48 Unrealized +7.8%
IT GARTNER INC COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $152.69 Unrealized +214.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $77.04 Unrealized +57.2%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $375.07 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $229.65 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $5 Shares 48 Est. Cost $109.58 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $63.33 Unrealized +52.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $159.01 Unrealized +133.5%
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
DXCM DEXCOM INC COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $82.12 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $113.89 Unrealized -10.4%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $247.64 Unrealized -4.2%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $5 Shares 352 Est. Cost $7.70 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $5 Shares 39 Est. Cost $109.03 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $5 Shares 133 Est. Cost $31.74 Unrealized +7.5%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $5 Shares 67 Est. Cost $54.80 Unrealized +28.8%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $5 Shares 470 Est. Cost $10.18 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $97.25 Unrealized +73.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $5 Shares 72 Est. Cost $60.70 Unrealized -6.0%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.33 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.59 Unrealized +13.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $224.19 Unrealized +1.5%
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $5 Shares 94 Est. Cost $43.73 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 107 Est. Cost $44.29 Unrealized -3.6%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.46 Unrealized +4.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $32.66 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $53.28 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $102.07 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $4 Shares 148 Est. Cost $15.85 Unrealized +79.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $29.77 Unrealized +10.8%
SNA SNAP ON INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $265.72 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.48 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $54.73 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $4 Shares 502 Est. Cost $6.75 Unrealized +24.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $277.03 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $338.02 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $146.88 Unrealized 0.0%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $127.00 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $4 Shares 72 Est. Cost $21.43 Unrealized +149.0%
CATALENT INC COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $56.30 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $371.45 Unrealized +157.6%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $4 Shares 14 Est. Cost $220.94 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $4 Shares 53 Est. Cost $110.11 Unrealized -41.8%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $4 Shares 18 Est. Cost $161.78 Unrealized +31.4%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $4 Shares 41 Est. Cost $93.51 Unrealized
HESS CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $108.14 Unrealized
XES SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $86.80 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $109.03 Unrealized +50.8%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $179.61 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 82 Est. Cost $38.59 Unrealized 0.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.37 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.78 Unrealized +20.3%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $183.05 Unrealized +5.3%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +38.4%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $48.85 Unrealized +32.1%
CTAS CINTAS CORP COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $190.88 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +31.6%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $47.22 Unrealized 0.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $41.64 Unrealized +94.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $94.43 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $209.91 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 94 Est. Cost $23.96 Unrealized +13.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $49.14 Unrealized +55.4%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized -14.0%
CPRT COPART INC COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $51.93 Unrealized 0.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $43.33 Unrealized +86.1%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +40.4%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $67.77 Unrealized +25.2%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $25.16 Unrealized
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $35.90 Unrealized +19.2%
UDR UDR INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $40.60 Unrealized 0.0%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.06 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $48.62 Unrealized -13.4%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $373.07 Unrealized 0.0%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.32 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +110.8%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $33.47 Unrealized +14.7%
XYL XYLEM INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $131.61 Unrealized 0.0%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +17.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 19 Est. Cost $90.57 Unrealized +25.7%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $47.92 Unrealized 0.0%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $51.21 Unrealized +9.9%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $145.81 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $268.20 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.10 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $33.99 Unrealized -3.1%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $129.67 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.70 Unrealized +32.1%
AXIA CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADR 0.0%
Value ($000) $2 Shares 273 Est. Cost $7.23 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.76 Unrealized +0.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $39.82 Unrealized 0.0%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $140.31 Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $70.00 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $109.63 Unrealized +50.5%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $87.21 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $37.06 Unrealized
SMTC SEMTECH CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $50.09 Unrealized -26.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -30.6%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.19 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.15 Unrealized -27.4%
OMCL OMNICELL COM COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $76.72 Unrealized -50.9%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 388 Est. Cost $7.39 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $20.69 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $123.24 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $118.85 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1096.55 Unrealized +28.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +242.8%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.87 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +12.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +93.5%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $47.01 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.33 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.31 Unrealized
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized +16.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +26.8%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +237.7%
BTBT BIT DIGITAL INC SHS 0.0%
Value ($000) $1 Shares 319 Est. Cost $3.32 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.04 Unrealized +8.2%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +47.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 23 Est. Cost $55.02 Unrealized -7.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $299.44 Unrealized -13.4%
CENTRAIS ELETRICAS BRASILEIRAS SPON ADR PFD B 0.0%
Value ($000) $1 Shares 132 Est. Cost $7.91 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +51.8%
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 +14.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $78.00 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $207.32 Unrealized +38.9%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.65 Unrealized +35.6%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.27 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +10.5%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $154.54 Unrealized +3.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $1 Shares 150 Est. Cost $21.50 Unrealized -71.3%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +48.8%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.53 Unrealized -61.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +14.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +14.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +29.4%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $78.52 Unrealized +94.7%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +14.4%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $24.68 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.62 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.19 Unrealized -17.2%
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.70 Unrealized 0.0%
VERTEX ENERGY INC COM 0.0%
Value ($000) $1 Shares 5,000 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +31.1%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 250 Est. Cost $23.74 Unrealized -90.6%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.42 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.17 Unrealized -6.7%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $79.28 Unrealized +5.4%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $41.14 Unrealized -34.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -24.2%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.33 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $125.97 Unrealized -14.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $86.89 Unrealized -16.4%
FLORA GROWTH CORP COM 0.0%
Value ($000) $0 Shares 249 Est. Cost $1.35 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized -11.9%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 125 Est. Cost $4.54 Unrealized -15.9%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -36.9%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.43 Unrealized -75.4%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.86 Unrealized +15.6%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.19 Unrealized +98.9%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized +69.6%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +214.9%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +62.1%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 90 Est. Cost $1.37 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.23 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
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.08 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.64 Unrealized -17.7%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.65 Unrealized -26.8%