Optivise Advisory Services LLC Diversified Active

CIK: 0002042876 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $195,722 (100.0% shares, 0.0% debt)

Holdings (205)

TFLO ISHARES TR 10.2%
Value ($000) $20,022 Shares 395,307 Est. Cost $50.65 Unrealized
QQH NORTHERN LTS FD TR III 4.2%
Value ($000) $8,287 Shares 122,564 Est. Cost $64.32 Unrealized
LGH NORTHERN LTS FD TR III 4.1%
Value ($000) $8,056 Shares 147,981 Est. Cost $51.40 Unrealized
IVV ISHARES TR 3.2%
Value ($000) $6,307 Shares 10,158 Est. Cost $551.07 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $4,656 Shares 7,535 Est. Cost $568.82 Unrealized
THTA TIDAL TRUST I 2.3%
Value ($000) $4,449 Shares 295,621 Est. Cost $19.50 Unrealized
CWB SPDR SERIES TRUST 2.0%
Value ($000) $3,946 Shares 47,743 Est. Cost $77.95 Unrealized
BOXX EA SERIES TRUST 1.9%
Value ($000) $3,669 Shares 32,564 Est. Cost $109.56 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $3,426 Shares 6,889 Est. Cost $418.14 Unrealized +3.4%
AGGH SIMPLIFY EXCHANGE TRADED FUN 1.4%
Value ($000) $2,809 Shares 136,115 Est. Cost $21.03 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $2,753 Shares 27,757 Est. Cost $98.66 Unrealized
IWB ISHARES TR 1.4%
Value ($000) $2,707 Shares 7,971 Est. Cost $313.75 Unrealized
OEF ISHARES TR 1.2%
Value ($000) $2,374 Shares 7,801 Est. Cost $269.09 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $2,356 Shares 14,914 Est. Cost $107.39 Unrealized +17.2%
SHV ISHARES TR 1.2%
Value ($000) $2,292 Shares 20,759 Est. Cost $110.50 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $2,232 Shares 12,206 Est. Cost $170.76 Unrealized
PTLC PACER FDS TR 1.1%
Value ($000) $2,181 Shares 42,974 Est. Cost $49.86 Unrealized
IVW ISHARES TR 1.1%
Value ($000) $2,167 Shares 19,682 Est. Cost $100.69 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $2,145 Shares 3,776 Est. Cost $508.12 Unrealized
IWY ISHARES TR 1.1%
Value ($000) $2,065 Shares 8,378 Est. Cost $214.52 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 1.0%
Value ($000) $2,047 Shares 76,564 Est. Cost $27.50 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $1,936 Shares 3,509 Est. Cost $485.36 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,923 Shares 17,100 Est. Cost $112.47 Unrealized
BINC BLACKROCK ETF TRUST II 0.9%
Value ($000) $1,844 Shares 34,899 Est. Cost $52.32 Unrealized
DBMF LITMAN GREGORY FDS TR 0.9%
Value ($000) $1,776 Shares 69,008 Est. Cost $29.98 Unrealized
IWL ISHARES TR 0.9%
Value ($000) $1,709 Shares 11,158 Est. Cost $133.95 Unrealized
SPYG SPDR SERIES TRUST 0.9%
Value ($000) $1,707 Shares 17,904 Est. Cost $80.13 Unrealized
HYLB DBX ETF TR 0.8%
Value ($000) $1,632 Shares 44,195 Est. Cost $36.92 Unrealized
ITOT ISHARES TR 0.8%
Value ($000) $1,579 Shares 11,694 Est. Cost $118.86 Unrealized
MTUM ISHARES TR 0.8%
Value ($000) $1,571 Shares 6,536 Est. Cost $194.87 Unrealized
MBB ISHARES TR 0.8%
Value ($000) $1,530 Shares 16,298 Est. Cost $92.14 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $1,496 Shares 1,920 Est. Cost $793.57 Unrealized -2.5%
SCHG SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,445 Shares 49,472 Est. Cost $25.09 Unrealized
DYNF BLACKROCK ETF TRUST 0.7%
Value ($000) $1,423 Shares 26,138 Est. Cost $48.92 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.7%
Value ($000) $1,392 Shares 3,159 Est. Cost $397.28 Unrealized
VFLO VICTORY PORTFOLIOS II 0.7%
Value ($000) $1,367 Shares 38,670 Est. Cost $34.43 Unrealized
IYC ISHARES TR 0.7%
Value ($000) $1,299 Shares 13,034 Est. Cost $81.40 Unrealized
FLTR VANECK ETF TRUST 0.6%
Value ($000) $1,270 Shares 49,815 Est. Cost $25.50 Unrealized
COWG PACER FDS TR 0.6%
Value ($000) $1,249 Shares 35,579 Est. Cost $35.11 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,237 Shares 20,592 Est. Cost $60.05 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1,211 Shares 1,640 Est. Cost $532.27 Unrealized +15.8%
AAPL APPLE INC 0.6%
Value ($000) $1,211 Shares 5,900 Est. Cost $195.75 Unrealized +2.9%
SPYV SPDR SERIES TRUST 0.6%
Value ($000) $1,210 Shares 23,114 Est. Cost $48.74 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,202 Shares 3,785 Est. Cost $242.74 Unrealized +24.1%
IGIB ISHARES TR 0.6%
Value ($000) $1,188 Shares 22,301 Est. Cost $51.26 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,144 Shares 26,720 Est. Cost $36.53 Unrealized
IWV ISHARES TR 0.5%
Value ($000) $1,069 Shares 3,047 Est. Cost $308.67 Unrealized
BIBL NORTHERN LTS FD TR IV 0.5%
Value ($000) $1,050 Shares 25,406 Est. Cost $38.65 Unrealized
IUSG ISHARES TR 0.5%
Value ($000) $1,044 Shares 6,939 Est. Cost $127.48 Unrealized
ZHDG TIDAL TRUST I 0.5%
Value ($000) $1,032 Shares 48,419 Est. Cost $19.69 Unrealized
JAAA JANUS DETROIT STR TR 0.5%
Value ($000) $1,027 Shares 20,245 Est. Cost $50.77 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,016 Shares 4,633 Est. Cost $189.88 Unrealized +4.2%
EFG ISHARES TR 0.5%
Value ($000) $990 Shares 8,843 Est. Cost $102.72 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $985 Shares 10,169 Est. Cost $81.98 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $951 Shares 16,173 Est. Cost $58.01 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $938 Shares 15,119 Est. Cost $58.52 Unrealized
IWR ISHARES TR 0.5%
Value ($000) $914 Shares 9,940 Est. Cost $81.08 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $906 Shares 5,228 Est. Cost $150.50 Unrealized
IEI ISHARES TR 0.5%
Value ($000) $905 Shares 7,603 Est. Cost $115.47 Unrealized
ANGL VANECK ETF TRUST 0.5%
Value ($000) $881 Shares 30,095 Est. Cost $29.28 Unrealized
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $857 Shares 16,509 Est. Cost $51.83 Unrealized
DVY ISHARES TR 0.4%
Value ($000) $854 Shares 6,430 Est. Cost $121.32 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $799 Shares 2,899 Est. Cost $164.53 Unrealized +31.2%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $776 Shares 10,542 Est. Cost $72.05 Unrealized
HYEM VANECK ETF TRUST 0.4%
Value ($000) $776 Shares 39,134 Est. Cost $19.82 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $761 Shares 2,718 Est. Cost $244.80 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $730 Shares 7,780 Est. Cost $86.92 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $726 Shares 9,976 Est. Cost $69.99 Unrealized
IBD NORTHERN LTS FD TR IV 0.4%
Value ($000) $717 Shares 29,866 Est. Cost $23.39 Unrealized
HCMT DIREXION SHS ETF TR 0.4%
Value ($000) $707 Shares 21,700 Est. Cost $32.58 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $697 Shares 3,958 Est. Cost $167.85 Unrealized -2.7%
IYY ISHARES TR 0.4%
Value ($000) $695 Shares 4,605 Est. Cost $132.31 Unrealized
PAAA PGIM ETF TR 0.3%
Value ($000) $684 Shares 13,301 Est. Cost $51.28 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $666 Shares 15,949 Est. Cost $39.58 Unrealized
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $657 Shares 18,190 Est. Cost $34.11 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $655 Shares 662 Est. Cost $799.69 Unrealized +23.9%
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $645 Shares 9,047 Est. Cost $68.82 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $639 Shares 2,839 Est. Cost $205.51 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $627 Shares 2,869 Est. Cost $125.56 Unrealized +28.1%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $620 Shares 2,138 Est. Cost $193.28 Unrealized +30.7%
CLOI VANECK ETF TRUST 0.3%
Value ($000) $620 Shares 11,702 Est. Cost $52.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $609 Shares 1,253 Est. Cost $425.76 Unrealized +19.3%
NFLX NETFLIX INC 0.3%
Value ($000) $604 Shares 451 Est. Cost $69.03 Unrealized +63.8%
SGOV ISHARES TR 0.3%
Value ($000) $601 Shares 5,967 Est. Cost $100.71 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $597 Shares 4,481 Est. Cost $120.77 Unrealized
SPAB SPDR SERIES TRUST 0.3%
Value ($000) $557 Shares 21,753 Est. Cost $25.09 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $542 Shares 3,403 Est. Cost $157.67 Unrealized +2.0%
IJR ISHARES TR 0.3%
Value ($000) $532 Shares 4,864 Est. Cost $106.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $529 Shares 1,717 Est. Cost $242.84 Unrealized +24.5%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $528 Shares 1,441 Est. Cost $322.07 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $527 Shares 4,892 Est. Cost $109.55 Unrealized -4.6%
HD HOME DEPOT INC 0.3%
Value ($000) $520 Shares 1,418 Est. Cost $336.41 Unrealized +5.8%
IWM ISHARES TR 0.3%
Value ($000) $503 Shares 2,329 Est. Cost $208.47 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $495 Shares 5,345 Est. Cost $89.12 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $485 Shares 3,698 Est. Cost $121.01 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $484 Shares 8,057 Est. Cost $53.69 Unrealized
WMT WALMART INC 0.2%
Value ($000) $483 Shares 4,939 Est. Cost $65.27 Unrealized +45.2%
WWJD NORTHERN LTS FD TR IV 0.2%
Value ($000) $470 Shares 13,707 Est. Cost $29.81 Unrealized
NUGT DIREXION SHS ETF TR 0.2%
Value ($000) $460 Shares 6,192 Est. Cost $62.12 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $460 Shares 8,787 Est. Cost $50.42 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $458 Shares 7,480 Est. Cost $34.21 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $457 Shares 3,210 Est. Cost $119.44 Unrealized
SOXL DIREXION SHS ETF TR 0.2%
Value ($000) $451 Shares 17,956 Est. Cost $18.38 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $446 Shares 7,156 Est. Cost $59.27 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $445 Shares 785 Est. Cost $548.98 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $443 Shares 3,358 Est. Cost $151.72 Unrealized -13.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $438 Shares 1,442 Est. Cost $267.45 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $435 Shares 5,207 Est. Cost $73.51 Unrealized
V VISA INC 0.2%
Value ($000) $411 Shares 1,157 Est. Cost $277.07 Unrealized +25.2%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $396 Shares 217 Est. Cost $1855.82 Unrealized +1.2%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $393 Shares 11,379 Est. Cost $32.32 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $390 Shares 1,539 Est. Cost $226.22 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $388 Shares 4,264 Est. Cost $89.29 Unrealized +0.8%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $382 Shares 4,597 Est. Cost $60.84 Unrealized +33.6%
ARKB ARK 21SHARES BITCOIN ETF 0.2%
Value ($000) $376 Shares 10,519 Est. Cost $57.78 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $372 Shares 3,698 Est. Cost $96.13 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $370 Shares 3,361 Est. Cost $107.55 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $358 Shares 10,034 Est. Cost $37.62 Unrealized -9.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $346 Shares 1,901 Est. Cost $167.37 Unrealized 0.0%
TPLC TIMOTHY PLAN 0.2%
Value ($000) $343 Shares 7,643 Est. Cost $41.42 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $340 Shares 2,492 Est. Cost $87.82 Unrealized +33.6%
TPHD TIMOTHY PLAN 0.2%
Value ($000) $337 Shares 8,920 Est. Cost $35.72 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $330 Shares 2,160 Est. Cost $143.29 Unrealized +5.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $329 Shares 1,794 Est. Cost $162.34 Unrealized +5.0%
TMC TMC THE METALS COMPANY INC 0.2%
Value ($000) $328 Shares 49,700 Est. Cost $1.60 Unrealized +139.5%
MSCI MSCI INC 0.2%
Value ($000) $328 Shares 568 Est. Cost $589.03 Unrealized -6.8%
USIG ISHARES TR 0.2%
Value ($000) $327 Shares 6,349 Est. Cost $50.21 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $325 Shares 4,652 Est. Cost $77.99 Unrealized
SPYT TIDAL TR II 0.2%
Value ($000) $323 Shares 17,780 Est. Cost $19.14 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $322 Shares 1,648 Est. Cost $182.37 Unrealized
ILCB ISHARES TR 0.2%
Value ($000) $315 Shares 3,671 Est. Cost $75.17 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $308 Shares 2,121 Est. Cost $117.13 Unrealized +25.9%
ARKK ARK ETF TR 0.2%
Value ($000) $307 Shares 4,368 Est. Cost $54.68 Unrealized
SPYD SPDR SERIES TRUST 0.2%
Value ($000) $306 Shares 7,220 Est. Cost $43.24 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $306 Shares 6,855 Est. Cost $40.33 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $303 Shares 5,750 Est. Cost $54.29 Unrealized -6.8%
TIMOTHY PLAN 0.2%
Value ($000) $303 Shares 11,336 Est. Cost $24.83 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $301 Shares 5,471 Est. Cost $54.79 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $293 Shares 442 Est. Cost $581.70 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $292 Shares 1,831 Est. Cost $180.25 Unrealized -19.5%
ROL ROLLINS INC 0.1%
Value ($000) $289 Shares 5,126 Est. Cost $47.53 Unrealized +17.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $289 Shares 1,410 Est. Cost $184.02 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $285 Shares 344 Est. Cost $585.29 Unrealized +16.3%
ABBV ABBVIE INC 0.1%
Value ($000) $281 Shares 1,516 Est. Cost $163.35 Unrealized +11.8%
LRN STRIDE INC 0.1%
Value ($000) $281 Shares 1,936 Est. Cost $126.39 Unrealized +14.4%
COR CENCORA INC 0.1%
Value ($000) $280 Shares 935 Est. Cost $252.11 Unrealized +13.8%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $273 Shares 4,122 Est. Cost $62.59 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $273 Shares 391 Est. Cost $647.39 Unrealized -3.0%
INTU INTUIT 0.1%
Value ($000) $272 Shares 346 Est. Cost $601.70 Unrealized +12.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $272 Shares 3,946 Est. Cost $57.99 Unrealized +10.7%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $269 Shares 1,634 Est. Cost $150.45 Unrealized
TIMOTHY PLAN 0.1%
Value ($000) $265 Shares 10,533 Est. Cost $23.96 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $265 Shares 3,746 Est. Cost $59.54 Unrealized +17.2%
IYR ISHARES TR 0.1%
Value ($000) $265 Shares 2,791 Est. Cost $87.74 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $260 Shares 7,331 Est. Cost $35.23 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $255 Shares 2,154 Est. Cost $104.64 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $255 Shares 1,589 Est. Cost $130.97 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $255 Shares 1,368 Est. Cost $153.62 Unrealized 0.0%
HEFA ISHARES TR 0.1%
Value ($000) $255 Shares 6,708 Est. Cost $35.54 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $254 Shares 1,103 Est. Cost $174.59 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $254 Shares 908 Est. Cost $280.22 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $253 Shares 5,846 Est. Cost $37.75 Unrealized +10.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $253 Shares 3,153 Est. Cost $67.10 Unrealized +6.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $250 Shares 3,303 Est. Cost $76.20 Unrealized -3.7%
IUSB ISHARES TR 0.1%
Value ($000) $250 Shares 5,407 Est. Cost $45.22 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $250 Shares 4,891 Est. Cost $51.04 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $249 Shares 3,980 Est. Cost $53.02 Unrealized +15.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $249 Shares 1,407 Est. Cost $173.31 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $247 Shares 2,311 Est. Cost $103.75 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $245 Shares 1,098 Est. Cost $214.11 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $244 Shares 3,361 Est. Cost $64.00 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $237 Shares 999 Est. Cost $237.57 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $236 Shares 1,434 Est. Cost $133.25 Unrealized +22.6%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $236 Shares 2,452 Est. Cost $103.95 Unrealized -5.9%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $235 Shares 1,244 Est. Cost $175.92 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $232 Shares 984 Est. Cost $214.86 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $231 Shares 6,447 Est. Cost $32.24 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $231 Shares 220 Est. Cost $933.09 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $227 Shares 778 Est. Cost $290.22 Unrealized +4.6%
IWF ISHARES TR 0.1%
Value ($000) $227 Shares 535 Est. Cost $424.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $227 Shares 3,371 Est. Cost $60.66 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $226 Shares 5,230 Est. Cost $42.52 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $224 Shares 805 Est. Cost $211.47 Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $223 Shares 548 Est. Cost $406.88 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $222 Shares 1,336 Est. Cost $180.31 Unrealized -10.4%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $221 Shares 691 Est. Cost $247.04 Unrealized +32.6%
T AT&T INC 0.1%
Value ($000) $221 Shares 7,632 Est. Cost $24.52 Unrealized +10.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $220 Shares 392 Est. Cost $515.97 Unrealized +6.9%
CORT CORCEPT THERAPEUTICS INC 0.1%
Value ($000) $217 Shares 2,960 Est. Cost $72.50 Unrealized 0.0%
FLRN SPDR SERIES TRUST 0.1%
Value ($000) $215 Shares 6,960 Est. Cost $30.83 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $213 Shares 1,978 Est. Cost $106.39 Unrealized -5.7%
BAC BANK AMERICA CORP 0.1%
Value ($000) $212 Shares 4,470 Est. Cost $41.45 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $209 Shares 944 Est. Cost $220.02 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $208 Shares 1,918 Est. Cost $108.51 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $208 Shares 2,315 Est. Cost $114.97 Unrealized -23.4%
NGVC NATURAL GROCERS BY VITAMIN C 0.1%
Value ($000) $207 Shares 5,264 Est. Cost $41.31 Unrealized +11.0%
AZO AUTOZONE INC 0.1%
Value ($000) $205 Shares 55 Est. Cost $3686.04 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $205 Shares 2,955 Est. Cost $45.31 Unrealized +33.3%
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $204 Shares 4,907 Est. Cost $41.66 Unrealized
LMB LIMBACH HLDGS INC 0.1%
Value ($000) $203 Shares 1,447 Est. Cost $113.50 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $202 Shares 3,560 Est. Cost $58.47 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $182 Shares 11,470 Est. Cost $15.91 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $162 Shares 12,435 Est. Cost $12.99 Unrealized
FBLG FIBROBIOLOGICS INC 0.0%
Value ($000) $69 Shares 110,100 Est. Cost $9.54 Unrealized -90.5%
ASPIRE BIOPHARMA HLDGS INC 0.0%
Value ($000) $63 Shares 235,106 Est. Cost $0.41 Unrealized