BankPlus Trust Department Diversified Active

CIK: 0002047270 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $373,513 (100.0% shares, 0.0% debt)

Holdings (451)

IVV iShares SP 500 Index Fund 23.9%
Value ($000) $89,169 Shares 133,227 Est. Cost $588.81 Unrealized
MSFT Microsoft, Corp. 5.1%
Value ($000) $19,070 Shares 36,819 Est. Cost $429.68 Unrealized +18.4%
AAPL Apple Computer Inc. 3.3%
Value ($000) $12,291 Shares 48,269 Est. Cost $234.51 Unrealized -3.8%
NVDA NVIDIA 2.5%
Value ($000) $9,448 Shares 50,639 Est. Cost $137.79 Unrealized +26.5%
JHMM John Hancock Multifactor Mid Cap ETF 2.3%
Value ($000) $8,758 Shares 135,383 Est. Cost $59.99 Unrealized
PGR The Progressive Corporation 1.9%
Value ($000) $7,152 Shares 28,963 Est. Cost $233.24 Unrealized -0.7%
ABBV AbbVie Inc. 1.7%
Value ($000) $6,498 Shares 28,065 Est. Cost $178.40 Unrealized +13.2%
LLY Eli Lilly & Co. 1.5%
Value ($000) $5,624 Shares 7,371 Est. Cost $819.95 Unrealized -9.5%
AMZN Amazon.com, Inc. 1.2%
Value ($000) $4,651 Shares 21,181 Est. Cost $211.69 Unrealized +6.9%
JPM J P Morgan Chase & Co 1.2%
Value ($000) $4,425 Shares 14,028 Est. Cost $231.10 Unrealized +28.1%
QQQ Invesco QQQ Trust ETF 1.2%
Value ($000) $4,410 Shares 7,346 Est. Cost $518.75 Unrealized
GWW WW Grainger, Inc. 1.1%
Value ($000) $4,120 Shares 4,323 Est. Cost $1112.02 Unrealized -10.0%
ADP Automatic Data Processing 1.1%
Value ($000) $3,948 Shares 13,452 Est. Cost $288.68 Unrealized +3.2%
PG Procter & Gamble Co. 1.0%
Value ($000) $3,699 Shares 24,072 Est. Cost $165.50 Unrealized -6.4%
HD Home Depot, Inc. 1.0%
Value ($000) $3,649 Shares 9,005 Est. Cost $394.17 Unrealized -1.3%
GOOG Alphabet Inc Class C 1.0%
Value ($000) $3,607 Shares 14,812 Est. Cost $179.37 Unrealized +17.0%
V Visa Inc. 1.0%
Value ($000) $3,563 Shares 10,438 Est. Cost $321.57 Unrealized +7.3%
CSCO CISCO Sys Inc. 0.9%
Value ($000) $3,493 Shares 51,052 Est. Cost $55.65 Unrealized +21.1%
BX Blackstone Inc 0.9%
Value ($000) $3,409 Shares 19,955 Est. Cost $166.25 Unrealized +1.9%
ABT Abbott Laboratories 0.9%
Value ($000) $3,406 Shares 25,429 Est. Cost $116.32 Unrealized +12.3%
TXN Texas Instruments Inc. 0.9%
Value ($000) $3,405 Shares 18,533 Est. Cost $191.64 Unrealized +0.9%
TJX TJX Companies Inc. 0.9%
Value ($000) $3,385 Shares 23,418 Est. Cost $117.86 Unrealized +12.2%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $3,319 Shares 29,441 Est. Cost $110.42 Unrealized -0.6%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $3,292 Shares 6,594 Est. Cost $519.82 Unrealized -13.8%
AMGN Amgen Inc. 0.9%
Value ($000) $3,290 Shares 11,660 Est. Cost $283.64 Unrealized +1.0%
FAST Fastenal Company 0.9%
Value ($000) $3,239 Shares 66,055 Est. Cost $39.66 Unrealized +18.4%
KO Coca Cola Co 0.8%
Value ($000) $2,863 Shares 43,171 Est. Cost $63.52 Unrealized +6.9%
LRCX Lam Research Corp 0.8%
Value ($000) $2,831 Shares 21,142 Est. Cost $75.09 Unrealized +40.5%
VLO Valero Energy Corp 0.7%
Value ($000) $2,750 Shares 16,149 Est. Cost $128.96 Unrealized +14.6%
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $2,532 Shares 24,567 Est. Cost $86.50 Unrealized +14.7%
DGX Quest Diagnostics Inc. 0.7%
Value ($000) $2,490 Shares 13,065 Est. Cost $155.84 Unrealized +13.3%
JCPB J P Morgan Core Plus Bond ETF 0.7%
Value ($000) $2,473 Shares 52,003 Est. Cost $46.32 Unrealized
NEE Nextera Energy Inc 0.7%
Value ($000) $2,462 Shares 32,611 Est. Cost $73.79 Unrealized -2.1%
ENB Enbridge Inc 0.6%
Value ($000) $2,414 Shares 47,846 Est. Cost $39.89 Unrealized +15.6%
OKE ONEOK Inc 0.6%
Value ($000) $2,407 Shares 32,985 Est. Cost $92.53 Unrealized -18.9%
BRK/B Berkshire Hathaway Inc.-Cl B 0.6%
Value ($000) $2,380 Shares 4,734 Est. Cost $462.03 Unrealized +4.8%
CAT Caterpillar, Inc. 0.6%
Value ($000) $2,334 Shares 4,892 Est. Cost $370.53 Unrealized +14.8%
ACN Accenture PLC 0.6%
Value ($000) $2,330 Shares 9,448 Est. Cost $350.55 Unrealized -25.7%
TSM Taiwan Semiconductor Mfg Co Ltd 0.6%
Value ($000) $2,248 Shares 8,048 Est. Cost $195.65 Unrealized
DLR Digital Realty Trust Inc 0.6%
Value ($000) $2,213 Shares 12,798 Est. Cost $168.95 Unrealized -0.2%
EGP Eastgroup Properties, Inc. 0.5%
Value ($000) $2,041 Shares 12,060 Est. Cost $161.01 Unrealized
ARCC Ares Capital Corp 0.5%
Value ($000) $2,009 Shares 98,410 Est. Cost $19.61 Unrealized +8.8%
DIS Disney, Walt Co. 0.5%
Value ($000) $2,008 Shares 17,534 Est. Cost $103.92 Unrealized +12.6%
SPYM SPDR S&P 500 ETF 0.5%
Value ($000) $1,959 Shares 25,008 Est. Cost $72.69 Unrealized
RTX Raytheon Technologies Corp 0.5%
Value ($000) $1,809 Shares 10,812 Est. Cost $120.02 Unrealized +28.5%
INTU Intuit Inc. 0.5%
Value ($000) $1,794 Shares 2,627 Est. Cost $606.76 Unrealized +18.6%
LHX L3Harris Technologies Inc 0.5%
Value ($000) $1,789 Shares 5,858 Est. Cost $234.06 Unrealized +15.9%
GRMN Garmin Ltd 0.5%
Value ($000) $1,786 Shares 7,253 Est. Cost $192.72 Unrealized +18.9%
SYY Sysco Corp 0.5%
Value ($000) $1,776 Shares 21,564 Est. Cost $73.52 Unrealized +7.3%
TFC Truist Finl Corp 0.5%
Value ($000) $1,750 Shares 38,278 Est. Cost $41.78 Unrealized +6.1%
CRM Salesforce.com 0.5%
Value ($000) $1,709 Shares 7,213 Est. Cost $314.19 Unrealized -20.0%
PANW Palo Alto Networks Inc 0.5%
Value ($000) $1,681 Shares 8,258 Est. Cost $188.21 Unrealized +1.7%
BIPC Brookfield Infrastructure Corp. 0.4%
Value ($000) $1,637 Shares 39,805 Est. Cost $39.41 Unrealized +1.2%
AJG Arthur J Gallagher & Co 0.4%
Value ($000) $1,622 Shares 5,237 Est. Cost $291.09 Unrealized +3.1%
PFE Pfizer, Inc. 0.4%
Value ($000) $1,613 Shares 63,304 Est. Cost $24.77 Unrealized -2.5%
TSLA Tesla Motors Inc. 0.4%
Value ($000) $1,610 Shares 3,621 Est. Cost $321.74 Unrealized +7.8%
IWM iShares Russell 2000 Index Fund 0.4%
Value ($000) $1,575 Shares 6,511 Est. Cost $220.23 Unrealized
JPIE JP Morgan Income ETF 0.4%
Value ($000) $1,568 Shares 33,792 Est. Cost $45.95 Unrealized
LOW Lowes Companies 0.4%
Value ($000) $1,565 Shares 6,227 Est. Cost $259.92 Unrealized -6.0%
BMY Bristol Myers Squibb Co. 0.4%
Value ($000) $1,538 Shares 34,099 Est. Cost $52.30 Unrealized -13.0%
COST Costco Wholesale Corp 0.4%
Value ($000) $1,492 Shares 1,612 Est. Cost $929.32 Unrealized +2.9%
BDX Becton Dickinson Co 0.4%
Value ($000) $1,431 Shares 7,644 Est. Cost $214.54 Unrealized -14.2%
SPY SPDR S&P 500 ETF Trust 0.4%
Value ($000) $1,413 Shares 2,121 Est. Cost $603.97 Unrealized
PKW Invesco Buyback Achievers ETF 0.4%
Value ($000) $1,384 Shares 10,450 Est. Cost $115.13 Unrealized
DE Deere & Company 0.4%
Value ($000) $1,328 Shares 2,905 Est. Cost $419.48 Unrealized +16.7%
TMO Thermo Fisher Scientific Inc. 0.4%
Value ($000) $1,324 Shares 2,730 Est. Cost $541.42 Unrealized -14.2%
HON Honeywell International Inc. 0.3%
Value ($000) $1,280 Shares 6,081 Est. Cost $202.46 Unrealized +2.3%
IDXX Idexx Laboratories Inc. 0.3%
Value ($000) $1,254 Shares 1,962 Est. Cost $595.65 Unrealized +1.9%
GOOGL Alphabet Inc Class A 0.3%
Value ($000) $1,252 Shares 5,151 Est. Cost $176.56 Unrealized +18.5%
TMUS T-mobile Us Inc 0.3%
Value ($000) $1,234 Shares 5,154 Est. Cost $224.66 Unrealized +7.0%
MPWR Monolithic Power Systems 0.3%
Value ($000) $1,153 Shares 1,252 Est. Cost $713.20 Unrealized +13.3%
ORCL Oracle, Corp. 0.3%
Value ($000) $1,123 Shares 3,994 Est. Cost $177.27 Unrealized +43.4%
DHR Danaher Corp 0.3%
Value ($000) $1,105 Shares 5,575 Est. Cost $225.71 Unrealized -12.1%
PLD Prologis Inc 0.3%
Value ($000) $1,094 Shares 9,550 Est. Cost $110.01 Unrealized -1.6%
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value ($000) $1,091 Shares 14,882 Est. Cost $67.03 Unrealized
MLI Mueller Industries, Inc. 0.3%
Value ($000) $1,078 Shares 10,661 Est. Cost $84.21 Unrealized +8.6%
TRMK Trustmark National Bank 0.3%
Value ($000) $992 Shares 25,062 Est. Cost $35.29 Unrealized +9.4%
AVGO Broadcom Inc 0.3%
Value ($000) $961 Shares 2,914 Est. Cost $186.76 Unrealized +63.7%
BSX Boston Scientific Corp 0.3%
Value ($000) $956 Shares 9,796 Est. Cost $90.52 Unrealized +14.4%
ZTS Zoetis Inc. 0.3%
Value ($000) $952 Shares 6,509 Est. Cost $161.93 Unrealized -7.0%
AXP American Express Co. 0.3%
Value ($000) $947 Shares 2,852 Est. Cost $281.94 Unrealized +12.3%
NXPI NXP Semiconductors NV 0.3%
Value ($000) $940 Shares 4,129 Est. Cost $221.20 Unrealized +0.8%
EW Edwards Lifesciences, Corp. 0.2%
Value ($000) $912 Shares 11,724 Est. Cost $70.16 Unrealized +11.4%
MRK Merck & Co., Inc. 0.2%
Value ($000) $911 Shares 10,857 Est. Cost $90.70 Unrealized -10.7%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $910 Shares 6,458 Est. Cost $127.59 Unrealized
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $909 Shares 1,141 Est. Cost $544.86 Unrealized +34.9%
VUG Vanguard Growth ETF 0.2%
Value ($000) $906 Shares 1,889 Est. Cost $410.44 Unrealized
ALL Allstate Corp. 0.2%
Value ($000) $899 Shares 4,188 Est. Cost $197.22 Unrealized +1.5%
EHC Encompass Health Corp 0.2%
Value ($000) $888 Shares 6,994 Est. Cost $116.09 Unrealized +2.2%
IQLT iShares MSCI International Quality Factor ETF 0.2%
Value ($000) $874 Shares 19,789 Est. Cost $41.81 Unrealized
VSLU Applied Finance Valuation ETF 0.2%
Value ($000) $862 Shares 20,180 Est. Cost $39.15 Unrealized
PYPL Paypal Hldgs Inc 0.2%
Value ($000) $839 Shares 12,504 Est. Cost $83.48 Unrealized -15.8%
COWZ Pacer US Cash Cows 100 ETF 0.2%
Value ($000) $834 Shares 14,515 Est. Cost $56.48 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust Ser 1 0.2%
Value ($000) $823 Shares 1,380 Est. Cost $569.58 Unrealized
PRU Prudential Financial Inc. 0.2%
Value ($000) $821 Shares 7,916 Est. Cost $115.74 Unrealized -10.8%
FISV Fiserv, inc. 0.2%
Value ($000) $802 Shares 6,220 Est. Cost $204.14 Unrealized -29.8%
C Citigroup Inc. 0.2%
Value ($000) $759 Shares 7,482 Est. Cost $72.66 Unrealized +29.5%
SYK Stryker Corp 0.2%
Value ($000) $744 Shares 2,013 Est. Cost $381.83 Unrealized +0.7%
ASML Asml Holding N V 0.2%
Value ($000) $717 Shares 741 Est. Cost $957.79 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $708 Shares 3,477 Est. Cost $185.74 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.2%
Value ($000) $707 Shares 13,325 Est. Cost $51.74 Unrealized
MCD McDonald's Corp 0.2%
Value ($000) $698 Shares 2,297 Est. Cost $290.22 Unrealized +3.9%
SPSM SPDR S&P 600 Small Cap ETF 0.2%
Value ($000) $687 Shares 14,830 Est. Cost $42.60 Unrealized
ECL Ecolab Inc. 0.2%
Value ($000) $674 Shares 2,462 Est. Cost $269.97 Unrealized +0.1%
MS Morgan Stanley 0.2%
Value ($000) $673 Shares 4,231 Est. Cost $119.84 Unrealized +22.2%
COP ConocoPhillips 0.2%
Value ($000) $656 Shares 6,932 Est. Cost $100.65 Unrealized -7.3%
SO The Southern Co 0.2%
Value ($000) $624 Shares 6,580 Est. Cost $85.18 Unrealized +8.3%
RF Regions Financial Corp - New 0.2%
Value ($000) $604 Shares 22,903 Est. Cost $23.64 Unrealized +8.0%
TYL Tyler Technologies Inc 0.2%
Value ($000) $596 Shares 1,139 Est. Cost $571.55 Unrealized -1.8%
CRWD Crowdstrike Hldgs Inc 0.2%
Value ($000) $580 Shares 1,182 Est. Cost $434.58 Unrealized +4.6%
NFLX Netflix Inc. 0.2%
Value ($000) $575 Shares 480 Est. Cost $85.12 Unrealized +43.4%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $546 Shares 2,833 Est. Cost $148.83 Unrealized +17.2%
MA Mastercard, Inc. 0.1%
Value ($000) $542 Shares 953 Est. Cost $518.27 Unrealized +10.7%
JNJ Johnson & Johnson 0.1%
Value ($000) $540 Shares 2,915 Est. Cost $149.88 Unrealized +13.1%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $539 Shares 1,795 Est. Cost $248.46 Unrealized +11.1%
BSCR Invesco Bulletshares 2027 Corp Bd ETF 0.1%
Value ($000) $534 Shares 27,079 Est. Cost $19.62 Unrealized
VRTX Vertex Pharmaceuticals Inc. 0.1%
Value ($000) $518 Shares 1,323 Est. Cost $463.53 Unrealized -9.8%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $506 Shares 1,081 Est. Cost $404.55 Unrealized
ADBE Adobe Systems Inc. 0.1%
Value ($000) $494 Shares 1,400 Est. Cost $358.75 Unrealized 0.0%
VZ Verizon Communications 0.1%
Value ($000) $462 Shares 10,505 Est. Cost $40.77 Unrealized +4.2%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $461 Shares 5,551 Est. Cost $82.45 Unrealized
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $452 Shares 1,735 Est. Cost $257.33 Unrealized -0.0%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $442 Shares 1,347 Est. Cost $293.10 Unrealized
WAB Wabtec Corp 0.1%
Value ($000) $436 Shares 2,175 Est. Cost $197.00 Unrealized 0.0%
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $428 Shares 4,437 Est. Cost $88.14 Unrealized
LYV Live Nation Entertainment Inc 0.1%
Value ($000) $426 Shares 2,610 Est. Cost $125.90 Unrealized +25.5%
YETI Yeti Hldgs Inc 0.1%
Value ($000) $425 Shares 12,800 Est. Cost $32.48 Unrealized +7.6%
META Meta Platforms Inc Class A 0.1%
Value ($000) $388 Shares 529 Est. Cost $624.12 Unrealized +19.1%
PEP Pepsico Inc. 0.1%
Value ($000) $382 Shares 2,722 Est. Cost $155.85 Unrealized -9.9%
WSO Watsco Inc. 0.1%
Value ($000) $381 Shares 943 Est. Cost $465.89 Unrealized -8.2%
CVX ChevronTexaco Corp 0.1%
Value ($000) $349 Shares 2,246 Est. Cost $145.50 Unrealized +4.7%
PLTR Palantir Technologies Inc 0.1%
Value ($000) $342 Shares 1,873 Est. Cost $58.25 Unrealized +178.2%
BSCQ Invesco Bulletshares 2026 Corp Bd ETF 0.1%
Value ($000) $341 Shares 17,455 Est. Cost $19.49 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $337 Shares 2,080 Est. Cost $120.59 Unrealized +37.0%
EQIX Equinix Inc 0.1%
Value ($000) $337 Shares 430 Est. Cost $897.54 Unrealized -13.7%
RNST Renasant Corp 0.1%
Value ($000) $330 Shares 8,943 Est. Cost $35.29 Unrealized +7.2%
CPNG Coupang Inc 0.1%
Value ($000) $330 Shares 10,238 Est. Cost $24.55 Unrealized +23.2%
JEPQ JP Morgan Nasdaq Equity Premium Income ETF 0.1%
Value ($000) $327 Shares 5,692 Est. Cost $52.93 Unrealized
CB Chubb Limited 0.1%
Value ($000) $318 Shares 1,126 Est. Cost $283.23 Unrealized -2.8%
MO Altria Group Inc. 0.1%
Value ($000) $316 Shares 4,787 Est. Cost $60.94 Unrealized +0.8%
SBUX Starbucks Corporation 0.1%
Value ($000) $304 Shares 3,588 Est. Cost $89.12 Unrealized -0.6%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $303 Shares 3,244 Est. Cost $75.61 Unrealized
TROW T. Rowe Price Group, Inc. 0.1%
Value ($000) $298 Shares 2,899 Est. Cost $102.89 Unrealized -0.1%
FBTC Fidelity Wise Origin Bitcoin F 0.1%
Value ($000) $292 Shares 2,927 Est. Cost $81.58 Unrealized
BKAG BNY Mellon Core Bond ETF 0.1%
Value ($000) $285 Shares 6,692 Est. Cost $41.53 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 0.1%
Value ($000) $281 Shares 4,183 Est. Cost $59.48 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $281 Shares 1,400 Est. Cost $166.05 Unrealized +17.9%
CI Cigna Corp New 0.1%
Value ($000) $280 Shares 973 Est. Cost $311.40 Unrealized -5.8%
NKE Nike Inc. 0.1%
Value ($000) $276 Shares 3,955 Est. Cost $61.20 Unrealized +20.6%
ETN Eaton Corp PLC 0.1%
Value ($000) $275 Shares 735 Est. Cost $347.11 Unrealized +4.7%
VOT Vanguard Mid-Cap Growth Indx Fd 0.1%
Value ($000) $273 Shares 928 Est. Cost $253.75 Unrealized
RPG Invesco S&P 500 Pure Growth ETF 0.1%
Value ($000) $266 Shares 5,565 Est. Cost $41.26 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $258 Shares 748 Est. Cost $551.17 Unrealized -45.8%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $247 Shares 404 Est. Cost $526.79 Unrealized
GDDY Godaddy Inc 0.1%
Value ($000) $245 Shares 1,794 Est. Cost $182.74 Unrealized -15.8%
GLD SPDR Gold Trust 0.1%
Value ($000) $241 Shares 678 Est. Cost $260.18 Unrealized
AME AMETEK, Inc. 0.1%
Value ($000) $233 Shares 1,240 Est. Cost $183.47 Unrealized 0.0%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $228 Shares 1,201 Est. Cost $175.23 Unrealized
EMB iShares JP Morgan Em USD EM Mkts Bond ETF 0.1%
Value ($000) $224 Shares 2,348 Est. Cost $89.04 Unrealized
EME EMCOR Group, Inc. 0.1%
Value ($000) $220 Shares 338 Est. Cost $448.65 Unrealized +35.2%
CSX CSX Corporation 0.1%
Value ($000) $218 Shares 6,130 Est. Cost $33.68 Unrealized +0.7%
PDP Invesco DWA Momentum ETF 0.1%
Value ($000) $216 Shares 1,832 Est. Cost $107.61 Unrealized
FTI Technipfmc Plc 0.1%
Value ($000) $214 Shares 5,420 Est. Cost $36.52 Unrealized 0.0%
SCHW Charles Schwab Corp. 0.1%
Value ($000) $213 Shares 2,234 Est. Cost $73.86 Unrealized +28.0%
TRV The Travelers Cos Inc. 0.1%
Value ($000) $209 Shares 750 Est. Cost $265.92 Unrealized 0.0%
PHR Phreesia Inc 0.1%
Value ($000) $209 Shares 8,880 Est. Cost $26.60 Unrealized +2.2%
SMG Scotts Miracle Gro Co 0.1%
Value ($000) $207 Shares 3,630 Est. Cost $61.29 Unrealized 0.0%
SLB Schlumberger Ltd. 0.1%
Value ($000) $206 Shares 6,000 Est. Cost $34.44 Unrealized -0.3%
J Jacobs Engineering Group Inc 0.1%
Value ($000) $206 Shares 1,372 Est. Cost $127.41 Unrealized +12.4%
ATO Atmos Energy Corp 0.1%
Value ($000) $205 Shares 1,200 Est. Cost $138.63 Unrealized +15.5%
ADM Archer Daniels Midland Co 0.1%
Value ($000) $203 Shares 3,404 Est. Cost $51.78 Unrealized +11.6%
VEEV Veeva Sys Inc 0.1%
Value ($000) $203 Shares 681 Est. Cost $221.01 Unrealized +27.3%
DVY IShares DJ Select Dividend 0.1%
Value ($000) $197 Shares 1,388 Est. Cost $131.29 Unrealized
FROG Jfrog Ltd 0.1%
Value ($000) $196 Shares 4,137 Est. Cost $30.35 Unrealized +48.9%
VTV Vanguard Value ETF 0.1%
Value ($000) $188 Shares 1,008 Est. Cost $169.30 Unrealized
DIA SPDR DJIA Trust 0.1%
Value ($000) $188 Shares 405 Est. Cost $425.50 Unrealized
CRWV Coreweave Inc 0.1%
Value ($000) $187 Shares 1,370 Est. Cost $118.31 Unrealized 0.0%
SNA Snap-on Inc. 0.1%
Value ($000) $187 Shares 541 Est. Cost $327.25 Unrealized -1.1%
ROL Rollins Inc 0.0%
Value ($000) $187 Shares 3,175 Est. Cost $48.31 Unrealized +17.2%
DON WisdomTree MidCap Dividend Fund - F 0.0%
Value ($000) $185 Shares 3,534 Est. Cost $50.97 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $183 Shares 4,077 Est. Cost $60.80 Unrealized -1.8%
IWO iShares Russell 2000 Growth Index Fd 0.0%
Value ($000) $182 Shares 570 Est. Cost $287.82 Unrealized
VRRM Verra Mobility Corp 0.0%
Value ($000) $174 Shares 7,053 Est. Cost $24.77 Unrealized -0.2%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $168 Shares 460 Est. Cost $322.42 Unrealized
AM Antero Midstream Corp 0.0%
Value ($000) $166 Shares 8,546 Est. Cost $14.21 Unrealized +23.8%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $165 Shares 1,967 Est. Cost $92.47 Unrealized -20.5%
IBM International Business Machines 0.0%
Value ($000) $162 Shares 574 Est. Cost $216.31 Unrealized +20.0%
BSCS Invesco BulletShares 2028 Corp Bond ETF 0.0%
Value ($000) $160 Shares 7,786 Est. Cost $20.47 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $154 Shares 650 Est. Cost $230.22 Unrealized -3.1%
AON Aon Plc 0.0%
Value ($000) $153 Shares 430 Est. Cost $361.49 Unrealized 0.0%
IMCG iShares Morningstar Mid-Cap Growth ETF 0.0%
Value ($000) $145 Shares 1,752 Est. Cost $75.53 Unrealized
LIN Linde Plc 0.0%
Value ($000) $144 Shares 304 Est. Cost $448.71 Unrealized +4.9%
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $141 Shares 308 Est. Cost $468.46 Unrealized -4.3%
IEFA iShares MSCI Core EAFE ETF 0.0%
Value ($000) $137 Shares 1,572 Est. Cost $73.77 Unrealized
BAC Bank America Corporation 0.0%
Value ($000) $135 Shares 2,620 Est. Cost $42.83 Unrealized +12.9%
SLV iShares Silver Trust 0.0%
Value ($000) $130 Shares 3,063 Est. Cost $27.65 Unrealized
XLI Industrial Select Sector SPDR Fund 0.0%
Value ($000) $129 Shares 838 Est. Cost $134.46 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $124 Shares 695 Est. Cost $322.63 Unrealized -37.9%
John Hancock Premuim Dividend Fund 0.0%
Value ($000) $119 Shares 8,900 Est. Cost $12.74 Unrealized
XLK Technology Select Sector SPDR Fd 0.0%
Value ($000) $118 Shares 419 Est. Cost $243.92 Unrealized
QNST Quinstreet Inc 0.0%
Value ($000) $116 Shares 7,514 Est. Cost $21.05 Unrealized -24.6%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $113 Shares 553 Est. Cost $159.66 Unrealized +13.2%
VCSH Vanguard S/T Corp Bond ETF 0.0%
Value ($000) $112 Shares 1,400 Est. Cost $78.01 Unrealized
POOL Pool Corporation 0.0%
Value ($000) $110 Shares 355 Est. Cost $357.95 Unrealized -13.0%
MU Micron Technology 0.0%
Value ($000) $108 Shares 648 Est. Cost $101.25 Unrealized +26.2%
SBR Sabine Royalty Trust 0.0%
Value ($000) $108 Shares 1,360 Est. Cost $64.81 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $107 Shares 765 Est. Cost $132.10 Unrealized
ULS Ul Solutions In/sh Cl A 0.0%
Value ($000) $106 Shares 1,500 Est. Cost $68.16 Unrealized 0.0%
MET MetLife Inc. 0.0%
Value ($000) $103 Shares 1,252 Est. Cost $80.65 Unrealized -3.4%
SHW Sherwin-Williams Co 0.0%
Value ($000) $101 Shares 293 Est. Cost $369.58 Unrealized -4.9%
IJH iShares S&P MidCap 400 Index ETF 0.0%
Value ($000) $100 Shares 1,532 Est. Cost $59.54 Unrealized
ET Energy Transfer L P 0.0%
Value ($000) $97 Shares 5,671 Est. Cost $19.59 Unrealized
PFF iShares S&P Pref Stk Indx Fn 0.0%
Value ($000) $95 Shares 3,000 Est. Cost $31.44 Unrealized
MDLZ Mondelez International Inc - A 0.0%
Value ($000) $92 Shares 1,469 Est. Cost $63.61 Unrealized -0.3%
PAVE Global X U.S. Infrastructure Dev ETF 0.0%
Value ($000) $90 Shares 1,880 Est. Cost $40.41 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $89 Shares 451 Est. Cost $192.14 Unrealized +0.8%
VYMI Vanguard International High Divd Yld 0.0%
Value ($000) $89 Shares 1,051 Est. Cost $67.88 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $89 Shares 500 Est. Cost $136.74 Unrealized +20.8%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $86 Shares 16 Est. Cost $4826.08 Unrealized +15.3%
COF Capital One Financial Corp 0.0%
Value ($000) $84 Shares 397 Est. Cost $185.05 Unrealized +17.7%
FETH Fidelity Ethereum Fd 0.0%
Value ($000) $83 Shares 1,998 Est. Cost $27.32 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $81 Shares 275 Est. Cost $264.13 Unrealized
Eaton Vance Tax-Managed Buy-Write Opp Fd 0.0%
Value ($000) $79 Shares 5,560 Est. Cost $14.41 Unrealized
UPS United Parcel Service, Inc. 0.0%
Value ($000) $77 Shares 917 Est. Cost $122.34 Unrealized -28.0%
TM Toyota Motor Corp - ADR 0.0%
Value ($000) $76 Shares 400 Est. Cost $193.73 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $76 Shares 169 Est. Cost $520.49 Unrealized -7.8%
IJR iShares S&P SmallCap 600 Index ETF 0.0%
Value ($000) $75 Shares 632 Est. Cost $109.51 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $73 Shares 1,485 Est. Cost $53.42 Unrealized -7.9%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $72 Shares 650 Est. Cost $100.38 Unrealized +11.9%
GIS General Mills, Inc. 0.0%
Value ($000) $68 Shares 1,353 Est. Cost $64.08 Unrealized -22.8%
VRSN Verisign Inc. 0.0%
Value ($000) $67 Shares 238 Est. Cost $186.70 Unrealized +49.0%
DUK Duke Energy Corp 0.0%
Value ($000) $61 Shares 494 Est. Cost $108.79 Unrealized +10.1%
USMV Ishares MSCI USA Minimum Volatility Fund 0.0%
Value ($000) $60 Shares 630 Est. Cost $88.79 Unrealized
T AT&T Inc. 0.0%
Value ($000) $59 Shares 2,096 Est. Cost $21.51 Unrealized +30.5%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $59 Shares 640 Est. Cost $89.08 Unrealized
AYI Acuity Brands Inc. 0.0%
Value ($000) $58 Shares 169 Est. Cost $311.23 Unrealized +2.3%
IJT iShares S&P SmallCap 600 Grwth Index Fd 0.0%
Value ($000) $58 Shares 411 Est. Cost $135.37 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $58 Shares 620 Est. Cost $73.28 Unrealized +18.9%
KKR KKR & Co Inc CL A 0.0%
Value ($000) $57 Shares 440 Est. Cost $143.47 Unrealized -1.3%
ANET Arista Networks Inc. 0.0%
Value ($000) $57 Shares 389 Est. Cost $102.84 Unrealized +25.2%
SRE Sempra Energy 0.0%
Value ($000) $54 Shares 600 Est. Cost $84.33 Unrealized -5.3%
RMD ResMed Inc. 0.0%
Value ($000) $53 Shares 192 Est. Cost $238.44 Unrealized +14.2%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $52 Shares 70 Est. Cost $571.89 Unrealized
TT Trane Technologies Plc 0.0%
Value ($000) $52 Shares 123 Est. Cost $393.53 Unrealized +8.4%
XLC SPDR Communication Services ETF 0.0%
Value ($000) $51 Shares 435 Est. Cost $96.81 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $51 Shares 306 Est. Cost $159.52 Unrealized -1.5%
OGE OGE Energy Corp 0.0%
Value ($000) $49 Shares 1,062 Est. Cost $41.63 Unrealized +7.5%
CNP CenterPoint Energy, Inc. 0.0%
Value ($000) $49 Shares 1,265 Est. Cost $30.11 Unrealized +24.4%
FTC First Trust Lage Cap Growth Alphadex ETF 0.0%
Value ($000) $49 Shares 305 Est. Cost $150.97 Unrealized
QUAL Ishares MSCI USA Quality Factor ETF 0.0%
Value ($000) $47 Shares 244 Est. Cost $175.43 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $47 Shares 483 Est. Cost $82.70 Unrealized
EOG EOG Resources, Inc. 0.0%
Value ($000) $46 Shares 414 Est. Cost $123.33 Unrealized -4.4%
WFC Wells Fargo & Co New 0.0%
Value ($000) $46 Shares 549 Est. Cost $71.19 Unrealized +13.0%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $46 Shares 5,000 Est. Cost $8.17 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $45 Shares 136 Est. Cost $247.76 Unrealized +30.0%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $43 Shares 355 Est. Cost $101.53 Unrealized
ICE IntercontinentalExchange Group Inc. 0.0%
Value ($000) $43 Shares 254 Est. Cost $156.24 Unrealized +13.8%
BA Boeing Co 0.0%
Value ($000) $43 Shares 198 Est. Cost $159.92 Unrealized +41.0%
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $43 Shares 172 Est. Cost $193.02 Unrealized
AMD Advanced Micro Devices Inc. 0.0%
Value ($000) $42 Shares 258 Est. Cost $143.89 Unrealized +12.2%
O Realty Income Corp. 0.0%
Value ($000) $42 Shares 684 Est. Cost $54.51 Unrealized +4.4%
SLF SunLife Financial Inc. 0.0%
Value ($000) $41 Shares 681 Est. Cost $59.01 Unrealized +1.9%
F Ford Motor Company 0.0%
Value ($000) $41 Shares 3,398 Est. Cost $9.87 Unrealized +14.7%
FTCS First Trust Capital Strength 0.0%
Value ($000) $40 Shares 429 Est. Cost $88.90 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $40 Shares 94 Est. Cost $352.04 Unrealized +8.1%
AIG American International Group, Inc. 0.0%
Value ($000) $39 Shares 500 Est. Cost $73.28 Unrealized +8.0%
XEL Xcel Energy, Inc. 0.0%
Value ($000) $39 Shares 483 Est. Cost $66.02 Unrealized +8.1%
John Hancock Preferred Income Fd III 0.0%
Value ($000) $39 Shares 2,505 Est. Cost $15.03 Unrealized
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $38 Shares 378 Est. Cost $180.78 Unrealized -39.7%
GDX Vaneck Gold Miners ETF 0.0%
Value ($000) $38 Shares 496 Est. Cost $33.91 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $37 Shares 837 Est. Cost $40.72 Unrealized +5.7%
XLF Select Sector SPDR Financials Tr 0.0%
Value ($000) $37 Shares 683 Est. Cost $51.88 Unrealized
CUZ Cousins Pptys Inc 0.0%
Value ($000) $37 Shares 1,269 Est. Cost $30.64 Unrealized
FNX First Tr Mid Cap Core Alphadex 0.0%
Value ($000) $36 Shares 290 Est. Cost $108.98 Unrealized
PAYX Paychex, Inc. 0.0%
Value ($000) $35 Shares 280 Est. Cost $137.31 Unrealized -0.1%
PFG Principal Finl Group Inc 0.0%
Value ($000) $35 Shares 422 Est. Cost $80.65 Unrealized -2.5%
SPGI S&P Global Inc 0.0%
Value ($000) $35 Shares 71 Est. Cost $503.12 Unrealized +6.1%
SPTS SPDR Portfolio Short Term Treasury 0.0%
Value ($000) $34 Shares 1,165 Est. Cost $29.01 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $33 Shares 456 Est. Cost $58.96 Unrealized
Tekla Life Sciences Invs 0.0%
Value ($000) $33 Shares 2,134 Est. Cost $13.12 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $33 Shares 97 Est. Cost $281.95 Unrealized +11.3%
IEF iShares 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $32 Shares 335 Est. Cost $92.45 Unrealized
DFAC Dimensional US Core Equity 2 ETF 0.0%
Value ($000) $32 Shares 836 Est. Cost $35.84 Unrealized
IJJ Ishares S&P Mid Cap 400 Value 0.0%
Value ($000) $32 Shares 246 Est. Cost $124.96 Unrealized
IYM iShares Dow Jones U.S. Basic Materials Sector 0.0%
Value ($000) $32 Shares 214 Est. Cost $129.93 Unrealized
CMS CMS Energy Corporation 0.0%
Value ($000) $32 Shares 430 Est. Cost $66.51 Unrealized +6.9%
VLTO Veralto Corp 0.0%
Value ($000) $30 Shares 286 Est. Cost $105.96 Unrealized -0.7%
CLX The Clorox Company 0.0%
Value ($000) $30 Shares 245 Est. Cost $157.37 Unrealized -22.3%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $30 Shares 289 Est. Cost $87.90 Unrealized
IWP iShares Russell Midcap Grwth Index 0.0%
Value ($000) $30 Shares 208 Est. Cost $126.75 Unrealized
WINN Harbor Long-Term Growers ETF 0.0%
Value ($000) $29 Shares 946 Est. Cost $24.50 Unrealized
Kellogg Company 0.0%
Value ($000) $29 Shares 351 Est. Cost $78.18 Unrealized +0.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $28 Shares 500 Est. Cost $55.43 Unrealized +5.6%
XLV Healthcare Select SPDR Fund 0.0%
Value ($000) $28 Shares 203 Est. Cost $135.17 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $27 Shares 1,179 Est. Cost $23.03 Unrealized
FFOG Franklin Focused Growth ETF 0.0%
Value ($000) $27 Shares 570 Est. Cost $34.93 Unrealized
FENI Fidelity Enhanced International ETF 0.0%
Value ($000) $27 Shares 766 Est. Cost $27.53 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $27 Shares 239 Est. Cost $106.42 Unrealized -2.1%
AEP American Electric Power Co, Inc. 0.0%
Value ($000) $27 Shares 236 Est. Cost $93.11 Unrealized +16.2%
HACK Amplify Cybersecurity ETF 0.0%
Value ($000) $26 Shares 303 Est. Cost $86.37 Unrealized
CVS CVS/Caremark Corp 0.0%
Value ($000) $26 Shares 346 Est. Cost $53.65 Unrealized +26.4%
CIBR First Trust Nasdaq Cybersecurity ETF 0.0%
Value ($000) $26 Shares 340 Est. Cost $75.58 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $26 Shares 124 Est. Cost $190.82 Unrealized
CCOI Cogent Communications Hldgs In 0.0%
Value ($000) $25 Shares 662 Est. Cost $74.16 Unrealized -44.7%
VWO Vanguard MSCI Emerging Mkts ETF 0.0%
Value ($000) $24 Shares 446 Est. Cost $44.04 Unrealized
EQH Equitable Hldgs Inc 0.0%
Value ($000) $24 Shares 470 Est. Cost $50.68 Unrealized +3.7%
IBTH iShares Bonds Dec 2027 Term 0.0%
Value ($000) $24 Shares 1,057 Est. Cost $22.20 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $24 Shares 91 Est. Cost $253.69 Unrealized
IJK Ishares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $22 Shares 233 Est. Cost $90.93 Unrealized
HIMX Himax Technologies Inc 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $8.04 Unrealized
LAMR Lamar Advertising Co New 0.0%
Value ($000) $22 Shares 177 Est. Cost $121.74 Unrealized
BF/B Brown-Forman Corp - Cl B 0.0%
Value ($000) $22 Shares 798 Est. Cost $42.52 Unrealized -32.7%
Nuveen Mun Cr Opportunities Fd 0.0%
Value ($000) $21 Shares 1,960 Est. Cost $10.61 Unrealized
APH Amphenol Corporation 0.0%
Value ($000) $21 Shares 172 Est. Cost $69.34 Unrealized +57.8%
IEMG iShares Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $21 Shares 321 Est. Cost $56.32 Unrealized
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $21 Shares 250 Est. Cost $85.29 Unrealized -3.0%
SNAP Snap Inc 0.0%
Value ($000) $20 Shares 2,647 Est. Cost $10.81 Unrealized -23.3%
iShares iBonds Dec 2025 Term ETF 0.0%
Value ($000) $20 Shares 865 Est. Cost $23.32 Unrealized
FDX Fedex Corp. 0.0%
Value ($000) $20 Shares 85 Est. Cost $271.73 Unrealized -16.0%
MDT Medtronic Plc 0.0%
Value ($000) $20 Shares 209 Est. Cost $83.84 Unrealized +8.9%
DOCS Doximity Inc 0.0%
Value ($000) $20 Shares 268 Est. Cost $48.96 Unrealized +33.2%
PH Parker Hannifin Corporation 0.0%
Value ($000) $19 Shares 25 Est. Cost $628.26 Unrealized +17.0%
CADE Cadence Bank 0.0%
Value ($000) $19 Shares 500 Est. Cost $33.88 Unrealized +5.1%
EXC Exelon Corp 0.0%
Value ($000) $18 Shares 410 Est. Cost $37.26 Unrealized +16.4%
STZ Constellation Brands, Inc. 0.0%
Value ($000) $18 Shares 134 Est. Cost $231.32 Unrealized -31.9%
CF CF Industries Holdings Inc. 0.0%
Value ($000) $18 Shares 200 Est. Cost $84.24 Unrealized +4.9%
FSS Federal Signal Corp 0.0%
Value ($000) $18 Shares 150 Est. Cost $91.31 Unrealized +31.2%
VPL Vanguard Pacific ETF 0.0%
Value ($000) $18 Shares 203 Est. Cost $71.04 Unrealized
PPG PPG Industries, Inc. 0.0%
Value ($000) $18 Shares 169 Est. Cost $121.53 Unrealized -9.5%
LIT Global X Lithium ETF 0.0%
Value ($000) $18 Shares 310 Est. Cost $40.78 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $17 Shares 120 Est. Cost $118.43 Unrealized +13.9%
SMH VanEck Semiconductor ETF 0.0%
Value ($000) $17 Shares 52 Est. Cost $220.92 Unrealized
VNT Vontier Corporation 0.0%
Value ($000) $17 Shares 400 Est. Cost $41.16 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $17 Shares 232 Est. Cost $58.85 Unrealized +9.1%
SPTI SPDR Portfolio Intmdt Term ETF 0.0%
Value ($000) $16 Shares 569 Est. Cost $27.88 Unrealized
PPLT Aberdeen Physical Platinum ETF 0.0%
Value ($000) $16 Shares 115 Est. Cost $91.37 Unrealized
D Dominion Resources, Inc. 0.0%
Value ($000) $16 Shares 268 Est. Cost $54.04 Unrealized +7.9%
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $16 Shares 468 Est. Cost $27.94 Unrealized
SHEL Shell Plc 0.0%
Value ($000) $16 Shares 226 Est. Cost $69.66 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $16 Shares 201 Est. Cost $93.07 Unrealized -9.1%
INTC Intel Corp 0.0%
Value ($000) $16 Shares 472 Est. Cost $22.54 Unrealized +7.5%
RAL Ralliant Corp/sh 0.0%
Value ($000) $15 Shares 333 Est. Cost $44.46 Unrealized 0.0%
USIG Ishares Broad USD Inv Grade Corp Bond ETF 0.0%
Value ($000) $14 Shares 274 Est. Cost $50.28 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $14 Shares 451 Est. Cost $39.99 Unrealized -17.1%
HSBC HSBC Holdings PLC - Spons ADR 0.0%
Value ($000) $14 Shares 192 Est. Cost $49.46 Unrealized
NUE Nucor 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.88 Unrealized -0.3%
SHOP Shopify Inc 0.0%
Value ($000) $13 Shares 90 Est. Cost $108.97 Unrealized +24.4%
BMNR Bitmine Immersion Technologies Inc 0.0%
Value ($000) $13 Shares 250 Est. Cost $50.65 Unrealized 0.0%
JBL Jabil Circuit, Inc. 0.0%
Value ($000) $13 Shares 59 Est. Cost $130.90 Unrealized +66.3%
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $35.64 Unrealized
DOW Dow Inc 0.0%
Value ($000) $12 Shares 545 Est. Cost $42.94 Unrealized -43.4%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $12 Shares 71 Est. Cost $161.77 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $12 Shares 180 Est. Cost $52.22 Unrealized +19.5%
Cyberark Software Ltd 0.0%
Value ($000) $12 Shares 25 Est. Cost $338.00 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $12 Shares 96 Est. Cost $120.50 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $11 Shares 116 Est. Cost $91.47 Unrealized +2.2%
SPMO Invesco S&P 500 Momentum ETF 0.0%
Value ($000) $11 Shares 93 Est. Cost $92.53 Unrealized
STX Seagate Technology Holdings Plc 0.0%
Value ($000) $11 Shares 47 Est. Cost $169.71 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $11 Shares 112 Est. Cost $106.02 Unrealized -7.0%
USB US Bancorp Del 0.0%
Value ($000) $11 Shares 227 Est. Cost $46.63 Unrealized -0.6%
VGIT Vanguard Intermediate-Term Treasury ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $58.00 Unrealized
IGIB iShares 5-10 Year Investment Grade Corp ETF 0.0%
Value ($000) $11 Shares 197 Est. Cost $54.09 Unrealized
AMTM Amentum Holdings Inc 0.0%
Value ($000) $11 Shares 444 Est. Cost $25.02 Unrealized -2.7%
FLEX Flex Ltd 0.0%
Value ($000) $10 Shares 181 Est. Cost $53.12 Unrealized 0.0%
VST Vistra Energy Corp 0.0%
Value ($000) $10 Shares 53 Est. Cost $197.68 Unrealized 0.0%
BSCU Invesco Corp Bond BulletShares 2030 0.0%
Value ($000) $10 Shares 605 Est. Cost $16.37 Unrealized
CASY Casey`s General Stores, Inc. 0.0%
Value ($000) $10 Shares 18 Est. Cost $521.89 Unrealized 0.0%
XLY Consumer Discretionary Sector SPDR ETF 0.0%
Value ($000) $10 Shares 42 Est. Cost $212.18 Unrealized
NNVC Nanoviricides Inc 0.0%
Value ($000) $10 Shares 7,000 Est. Cost $1.44 Unrealized +4.2%
COR Cencora 0.0%
Value ($000) $10 Shares 32 Est. Cost $293.50 Unrealized 0.0%
BTI British AMN Tobacco 0.0%
Value ($000) $10 Shares 186 Est. Cost $36.32 Unrealized
Unilever Plc 0.0%
Value ($000) $9 Shares 160 Est. Cost $56.70 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.45 Unrealized -17.6%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $9 Shares 40 Est. Cost $195.82 Unrealized
IDEV Ishares Tr/core Msci Intl Deve 0.0%
Value ($000) $8 Shares 101 Est. Cost $80.17 Unrealized
FFIV F5 Networks Inc. 0.0%
Value ($000) $8 Shares 25 Est. Cost $279.63 Unrealized +11.9%
CODI Compass Diversified Holdings 0.0%
Value ($000) $8 Shares 1,136 Est. Cost $21.81 Unrealized -68.4%
MMM 3M Company 0.0%
Value ($000) $7 Shares 47 Est. Cost $128.38 Unrealized +19.3%
IETC iShares US Tech Independence Focused ETF 0.0%
Value ($000) $7 Shares 71 Est. Cost $74.94 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $7 Shares 80 Est. Cost $104.03 Unrealized -10.4%
DTM Dt Midstream Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $91.78 Unrealized +12.4%
CRSP Crispr Therapeutics 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.39 Unrealized +35.4%
AVEM Avantis Emerging Mkts ETF 0.0%
Value ($000) $6 Shares 86 Est. Cost $75.10 Unrealized
BABA Alibaba Group Hldg Ltd ADR 0.0%
Value ($000) $6 Shares 36 Est. Cost $132.22 Unrealized
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $61.34 Unrealized
ACWV Ishares Inc Edge MSCI Min Vol Global 0.0%
Value ($000) $6 Shares 52 Est. Cost $109.19 Unrealized
IEUR Ishares MSCI Euro 0.0%
Value ($000) $6 Shares 91 Est. Cost $53.98 Unrealized
TGT Target Corp 0.0%
Value ($000) $6 Shares 69 Est. Cost $136.67 Unrealized -29.2%
EFAV Ishares MSCI EAFE Min Vol Factor ETF 0.0%
Value ($000) $6 Shares 69 Est. Cost $70.71 Unrealized
IWS iShares Russell Midcap Value Index 0.0%
Value ($000) $6 Shares 40 Est. Cost $129.35 Unrealized
MKC McCormick & Company, Inc. 0.0%
Value ($000) $5 Shares 82 Est. Cost $76.10 Unrealized -9.3%
MSTR Microstrategy Inc. 0.0%
Value ($000) $5 Shares 17 Est. Cost $300.91 Unrealized +23.3%
SYM Symbotic Inc/sh Cl A 0.0%
Value ($000) $5 Shares 100 Est. Cost $25.54 Unrealized +97.8%
NET Cloudflare Inc/sh Cl A 0.0%
Value ($000) $5 Shares 25 Est. Cost $132.56 Unrealized +54.0%
NDAQ Nasdaq Stock Market Inc. 0.0%
Value ($000) $5 Shares 60 Est. Cost $76.22 Unrealized +20.9%
THG Hanover Insurance Group 0.0%
Value ($000) $5 Shares 28 Est. Cost $169.88 Unrealized 0.0%
BHF Brighthouse Finl Inc 0.0%
Value ($000) $5 Shares 91 Est. Cost $48.86 Unrealized -0.1%
SFM Sprouts Fmrs Mkt Inc 0.0%
Value ($000) $5 Shares 44 Est. Cost $145.48 Unrealized 0.0%
FDL First Trust Morn Dvd Lead In 0.0%
Value ($000) $5 Shares 110 Est. Cost $40.26 Unrealized
BLK Blackrock Inc 0.0%
Value ($000) $5 Shares 4 Est. Cost $991.05 Unrealized +11.9%
KTB Kontoor Brands Inc 0.0%
Value ($000) $5 Shares 57 Est. Cost $85.73 Unrealized -16.5%
IVT Inventrust Pptys Corp 0.0%
Value ($000) $4 Shares 146 Est. Cost $30.13 Unrealized
FMS Fresenius Medical Care 0.0%
Value ($000) $4 Shares 154 Est. Cost $22.64 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $4 Shares 120 Est. Cost $29.11 Unrealized +18.0%
ARM Arm Holdings Pl/s Adr 0.0%
Value ($000) $4 Shares 25 Est. Cost $106.80 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $4 Shares 16 Est. Cost $211.11 Unrealized +6.0%
BAX Baxter International, Inc. 0.0%
Value ($000) $3 Shares 151 Est. Cost $32.95 Unrealized -23.4%
XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia 0.0%
Value ($000) $3 Shares 38 Est. Cost $84.13 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $3 Shares 72 Est. Cost $49.25 Unrealized -9.1%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $61.11 Unrealized
VMBS Vanguard Mortgage Backed Secs ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.95 Unrealized
APP Applovin Corp/sh 0.0%
Value ($000) $3 Shares 4 Est. Cost $252.97 Unrealized +82.3%
IPAC MFC Ishares Tr Core MSCI Pac 0.0%
Value ($000) $3 Shares 38 Est. Cost $61.11 Unrealized
MUX Mcewen Inc/sh Cl B 0.0%
Value ($000) $3 Shares 158 Est. Cost $11.97 Unrealized 0.0%
VFC VF Corporation 0.0%
Value ($000) $3 Shares 185 Est. Cost $20.37 Unrealized -34.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $3 Shares 29 Est. Cost $98.31 Unrealized -8.3%
LNT Alliant Energy Corp 0.0%
Value ($000) $3 Shares 38 Est. Cost $58.37 Unrealized +9.4%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.15 Unrealized +52.2%
DD Dupont De Nemours Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $33.84 Unrealized -8.0%
LEG Leggett & Platt Inc. 0.0%
Value ($000) $2 Shares 240 Est. Cost $11.97 Unrealized -20.4%
SPOT Spotify Technology S A 0.0%
Value ($000) $2 Shares 3 Est. Cost $428.22 Unrealized +63.3%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $2 Shares 10 Est. Cost $217.77 Unrealized -6.3%
OWL Blue Owl Capital Inc 0.0%
Value ($000) $2 Shares 119 Est. Cost $22.49 Unrealized -15.4%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.10 Unrealized -0.9%
SNPS Synopsys Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $522.72 Unrealized +8.1%
DJT Trump Media & Technology Group 0.0%
Value ($000) $2 Shares 120 Est. Cost $31.79 Unrealized -44.2%
HIG Hartford Financial Services Group Inc. 0.0%
Value ($000) $2 Shares 14 Est. Cost $113.69 Unrealized +12.0%
PSTG Pure Storage Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.69 Unrealized +19.4%
PRCH Porch Grp Inc/sh 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.34 Unrealized 0.0%
CTAS Cintas Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $208.34 Unrealized +2.2%
USHY iShares Broad High Yield Corporate Bond ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.78 Unrealized
BNDX Vanguard Total Intnl Bond ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $49.45 Unrealized
CACI CACI International Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $487.38 Unrealized -0.8%
AMP Ameriprise Finl Inc Co 0.0%
Value ($000) $1 Shares 3 Est. Cost $526.39 Unrealized -3.1%
PHM PulteGroup Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $128.60 Unrealized -3.7%
MCO Moody's Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $473.16 Unrealized +6.2%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $290.70 Unrealized +18.3%
RSG Republic Services, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $204.32 Unrealized +14.2%
MAR Marriott International - Class A 0.0%
Value ($000) $1 Shares 5 Est. Cost $271.56 Unrealized -1.5%
TOTL Ssga Active Etf Tr 0.0%
Value ($000) $1 Shares 28 Est. Cost $39.39 Unrealized
LCID Lucid Grp Inc/sh 0.0%
Value ($000) $1 Shares 46 Est. Cost $22.60 Unrealized 0.0%
CYH Community Health Systems Inc. 0.0%
Value ($000) $1 Shares 340 Est. Cost $4.20 Unrealized -28.5%
VRT Vertiv Holdings/sh Cl A 0.0%
Value ($000) $1 Shares 7 Est. Cost $118.54 Unrealized +12.5%
IT Gartner Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $494.26 Unrealized -41.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $109.18 Unrealized +66.8%
OXY/WS Occidental Pete Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.55 Unrealized
OGN Organon & Co 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.75 Unrealized -37.9%
BTBT Bit Digital Inc/sh Sh 0.0%
Value ($000) $0 Shares 42 Est. Cost $2.88 Unrealized +5.3%
EFOI Energy Focus Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $1.31 Unrealized +83.6%
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.49 Unrealized -21.4%
NIO Nio Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.40 Unrealized