VSM Wealth Advisory, LLC Diversified Active

CIK: 0002050660 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $280,324 (100.0% shares, 0.0% debt)

Holdings (474)

VV VANGUARD LARGE CAP ETF 16.3%
Value ($000) $45,587 Shares 169,029 Est. Cost $269.70 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 5.5%
Value ($000) $15,278 Shares 195,852 Est. Cost $78.01 Unrealized
MGC VANGUARD MEGA CAP ETF 5.4%
Value ($000) $15,010 Shares 70,582 Est. Cost $212.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.7%
Value ($000) $13,300 Shares 45,891 Est. Cost $289.81 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.6%
Value ($000) $12,921 Shares 101,269 Est. Cost $127.59 Unrealized
VB VANGUARD SMALL CAP ETF 4.6%
Value ($000) $12,844 Shares 53,452 Est. Cost $240.28 Unrealized
VO VANGUARD MID CAP ETF 4.2%
Value ($000) $11,713 Shares 44,347 Est. Cost $264.13 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 3.9%
Value ($000) $10,904 Shares 480,372 Est. Cost $22.70 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 3.2%
Value ($000) $8,966 Shares 156,179 Est. Cost $57.41 Unrealized
SCHX SCHWAB US LARGE CAP ETF 3.0%
Value ($000) $8,543 Shares 368,539 Est. Cost $23.18 Unrealized
VXF VANGUARD EXTENDED MARKETETF 3.0%
Value ($000) $8,532 Shares 44,911 Est. Cost $189.98 Unrealized
DFAU DIMENSIONAL US CORE Stock MARKT ETF 2.7%
Value ($000) $7,533 Shares 186,040 Est. Cost $40.49 Unrealized
DFUS DIMENSIONAL US Stock MARKET ETF 2.4%
Value ($000) $6,650 Shares 104,313 Est. Cost $63.75 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.2%
Value ($000) $6,110 Shares 127,762 Est. Cost $47.82 Unrealized
DFAC DIMENSIONAL U S CORE Stock 2 ETF 2.1%
Value ($000) $5,801 Shares 167,697 Est. Cost $34.59 Unrealized
VTV VANGUARD VALUE ETF 2.0%
Value ($000) $5,517 Shares 32,585 Est. Cost $169.30 Unrealized
VUG VANGUARD GROWTH ETF 1.7%
Value ($000) $4,850 Shares 11,816 Est. Cost $410.45 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 1.5%
Value ($000) $4,202 Shares 83,828 Est. Cost $50.13 Unrealized
SCHZ SCHWAB US AGGREGATE BONDETF 1.4%
Value ($000) $4,003 Shares 176,358 Est. Cost $22.70 Unrealized
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $3,885 Shares 23,174 Est. Cost $165.73 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $3,361 Shares 6,238 Est. Cost $538.80 Unrealized
MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 1.2%
Value ($000) $3,346 Shares 33,349 Est. Cost $100.34 Unrealized
VWO VANGUARD FTSE EMERGING MARK ETF IV 1.0%
Value ($000) $2,829 Shares 64,234 Est. Cost $44.04 Unrealized
AAPL APPIAN CORP CLASS A 1.0%
Value ($000) $2,821 Shares 11,354 Est. Cost $234.51 Unrealized 0.0%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,742 Shares 6,505 Est. Cost $422.35 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,666 Shares 24,780 Est. Cost $112.36 Unrealized 0.0%
SCHM CHARLES SCHWAB US MC ETF 0.8%
Value ($000) $2,222 Shares 80,182 Est. Cost $27.71 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.7%
Value ($000) $1,823 Shares 70,487 Est. Cost $25.86 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $1,547 Shares 17,365 Est. Cost $89.08 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.5%
Value ($000) $1,420 Shares 21,827 Est. Cost $65.08 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.5%
Value ($000) $1,419 Shares 3,131 Est. Cost $461.73 Unrealized 0.0%
LLY ELI LILLY AND CO 0.5%
Value ($000) $1,357 Shares 1,757 Est. Cost $821.14 Unrealized 0.0%
BOND PIMCO ACTIVE BOND ETF 0.4%
Value ($000) $1,115 Shares 12,331 Est. Cost $90.42 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.4%
Value ($000) $1,059 Shares 5,344 Est. Cost $198.16 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $996 Shares 2,560 Est. Cost $397.26 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.4%
Value ($000) $994 Shares 7,954 Est. Cost $124.91 Unrealized
SPY SPDR S&P 500 ETF IV 0.3%
Value ($000) $945 Shares 1,612 Est. Cost $586.17 Unrealized
IVV ISHARES CORE S&P 500 ETF IV 0.3%
Value ($000) $816 Shares 1,387 Est. Cost $588.68 Unrealized
MKC 3M CO 0.3%
Value ($000) $792 Shares 10,098 Est. Cost $76.10 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLO ETF IV 0.3%
Value ($000) $783 Shares 1,260 Est. Cost $621.67 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $767 Shares 5,303 Est. Cost $149.59 Unrealized 0.0%
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.3%
Value ($000) $755 Shares 31,373 Est. Cost $24.06 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $740 Shares 3,087 Est. Cost $228.03 Unrealized 0.0%
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 0.3%
Value ($000) $717 Shares 24,562 Est. Cost $29.20 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.2%
Value ($000) $625 Shares 5,959 Est. Cost $104.90 Unrealized
CEG CONSTELLATION ENERGY COR 0.2%
Value ($000) $603 Shares 2,696 Est. Cost $247.76 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL Stock ETF 0.2%
Value ($000) $582 Shares 31,455 Est. Cost $18.50 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $526 Shares 2,688 Est. Cost $195.80 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $508 Shares 1,401 Est. Cost $381.74 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $482 Shares 4,100 Est. Cost $117.49 Unrealized
SCHH CHARLES SCHWAB US REIT ETF 0.2%
Value ($000) $464 Shares 22,051 Est. Cost $21.06 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.2%
Value ($000) $464 Shares 5,999 Est. Cost $77.27 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $455 Shares 1,127 Est. Cost $321.74 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF IV 0.2%
Value ($000) $454 Shares 2,378 Est. Cost $190.88 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $447 Shares 2,215 Est. Cost $211.11 Unrealized 0.0%
WFC WELLS FARGO & CO 0.2%
Value ($000) $429 Shares 6,108 Est. Cost $66.67 Unrealized 0.0%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $419 Shares 1,732 Est. Cost $242.13 Unrealized
AON PLC FCLASS A 0.1%
Value ($000) $415 Shares 1,155 Est. Cost $359.16 Unrealized
WMT WALMART INC 0.1%
Value ($000) $413 Shares 4,572 Est. Cost $85.80 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $388 Shares 3,597 Est. Cost $108.79 Unrealized 0.0%
ETN EATON CORP PLC F 0.1%
Value ($000) $386 Shares 1,162 Est. Cost $347.11 Unrealized 0.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $384 Shares 1,749 Est. Cost $204.58 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTHETF 0.1%
Value ($000) $352 Shares 1,025 Est. Cost $343.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $348 Shares 1,199 Est. Cost $290.22 Unrealized 0.0%
IBM IBM CORP 0.1%
Value ($000) $338 Shares 1,538 Est. Cost $216.31 Unrealized 0.0%
KO THE COCA-COLA CO 0.1%
Value ($000) $336 Shares 5,404 Est. Cost $63.09 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $335 Shares 10,392 Est. Cost $33.68 Unrealized 0.0%
VTES VAN SHT TX EXPT BND 0.1%
Value ($000) $317 Shares 3,159 Est. Cost $100.26 Unrealized
DX DYNEX CAP INC REIT 0.1%
Value ($000) $301 Shares 23,816 Est. Cost $12.65 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $292 Shares 3,547 Est. Cost $84.51 Unrealized 0.0%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $289 Shares 1,568 Est. Cost $184.51 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $287 Shares 2,137 Est. Cost $137.79 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS Stock ETF 0.1%
Value ($000) $281 Shares 10,564 Est. Cost $26.63 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $277 Shares 7,355 Est. Cost $37.26 Unrealized 0.0%
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.1%
Value ($000) $268 Shares 2,148 Est. Cost $124.96 Unrealized
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $268 Shares 3,420 Est. Cost $69.33 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $268 Shares 2,665 Est. Cost $103.52 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $254 Shares 1,751 Est. Cost $145.50 Unrealized 0.0%
DUSB DIMENSNL ULTRASHRT FIXEDINCM ETF 0.1%
Value ($000) $250 Shares 4,937 Est. Cost $50.59 Unrealized
HONEYWELL INTL INC 0.1%
Value ($000) $237 Shares 1,050 Est. Cost $225.89 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.1%
Value ($000) $228 Shares 1,407 Est. Cost $161.82 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $226 Shares 3,149 Est. Cost $71.90 Unrealized
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 0.1%
Value ($000) $225 Shares 8,872 Est. Cost $25.37 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $222 Shares 2,188 Est. Cost $101.53 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $214 Shares 4,930 Est. Cost $42.32 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $210 Shares 2,354 Est. Cost $94.78 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $203 Shares 2,202 Est. Cost $93.11 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS I 0.1%
Value ($000) $187 Shares 4,683 Est. Cost $39.40 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $186 Shares 1,141 Est. Cost $163.42 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.1%
Value ($000) $185 Shares 1,327 Est. Cost $139.35 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $184 Shares 655 Est. Cost $280.23 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $178 Shares 623 Est. Cost $276.08 Unrealized 0.0%
DFLV DIMENSIONL US LARGE CAP VALUE ETF 0.1%
Value ($000) $175 Shares 5,811 Est. Cost $30.03 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $173 Shares 156 Est. Cost $405.98 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $172 Shares 966 Est. Cost $177.41 Unrealized 0.0%
SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $167 Shares 36,608 Est. Cost $4.56 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $166 Shares 1,527 Est. Cost $108.60 Unrealized
BSJQ INVSC BULLTSH 2026 HG YLD CRP BD ETF 0.1%
Value ($000) $165 Shares 7,109 Est. Cost $23.28 Unrealized
BSJP INVSC BULTSH 2025 HG YLDCRP BND ETF 0.1%
Value ($000) $165 Shares 7,138 Est. Cost $23.07 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $163 Shares 487 Est. Cost $334.25 Unrealized
PNC PHILLIPS 66 0.1%
Value ($000) $159 Shares 1,164 Est. Cost $189.31 Unrealized 0.0%
VSGX VANGUARD ESG INTERNATNL STOCK ETF 0.1%
Value ($000) $159 Shares 2,796 Est. Cost $56.70 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $158 Shares 533 Est. Cost $283.58 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $157 Shares 638 Est. Cost $261.54 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $154 Shares 7,691 Est. Cost $22.54 Unrealized 0.0%
MRK MERCK & CO. INC. 0.1%
Value ($000) $151 Shares 1,515 Est. Cost $98.70 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $151 Shares 5,494 Est. Cost $24.88 Unrealized 0.0%
NUVEEN QUALITY MUNICIPAL 0.1%
Value ($000) $150 Shares 12,880 Est. Cost $11.66 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.1%
Value ($000) $149 Shares 1,232 Est. Cost $143.89 Unrealized 0.0%
DFAX DIMENSIONAL WLD EX US CREQ 2 ETF 0.1%
Value ($000) $146 Shares 5,867 Est. Cost $24.86 Unrealized
MA MASTERCARD INC CLASS A 0.1%
Value ($000) $141 Shares 269 Est. Cost $514.68 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $140 Shares 550 Est. Cost $265.60 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $132 Shares 1,272 Est. Cost $106.42 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $130 Shares 1,180 Est. Cost $120.59 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $126 Shares 2,134 Est. Cost $58.92 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $125 Shares 2,617 Est. Cost $46.63 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $123 Shares 134 Est. Cost $922.64 Unrealized 0.0%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.0%
Value ($000) $123 Shares 240 Est. Cost $511.23 Unrealized
SCHJ SCHWAB 1 5 YEAR CORP BOND ETF 0.0%
Value ($000) $121 Shares 4,973 Est. Cost $24.38 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $120 Shares 413 Est. Cost $304.00 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $115 Shares 757 Est. Cost $156.55 Unrealized 0.0%
ALPHABET INC CLASS C 0.0%
Value ($000) $111 Shares 581 Est. Cost $190.36 Unrealized
EATON VANCE TAX MGD BUY 0.0%
Value ($000) $110 Shares 7,339 Est. Cost $15.00 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $109 Shares 831 Est. Cost $130.11 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $109 Shares 224 Est. Cost $527.20 Unrealized 0.0%
EATON VANCE TAX MAN GL D 0.0%
Value ($000) $108 Shares 13,197 Est. Cost $8.17 Unrealized
REGN REGENERON PHARMACEUTICAL 0.0%
Value ($000) $107 Shares 150 Est. Cost $834.60 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND FCLASS A 0.0%
Value ($000) $106 Shares 302 Est. Cost $354.74 Unrealized 0.0%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $103 Shares 1,831 Est. Cost $56.37 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $102 Shares 572 Est. Cost $178.08 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $101 Shares 833 Est. Cost $121.24 Unrealized
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $99 Shares 781 Est. Cost $127.13 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $99 Shares 595 Est. Cost $175.85 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $98 Shares 779 Est. Cost $119.51 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $98 Shares 829 Est. Cost $118.00 Unrealized
EATON VNCE MGD GLBL BUY 0.0%
Value ($000) $98 Shares 11,604 Est. Cost $8.42 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $97 Shares 982 Est. Cost $102.31 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTORSPDR ETF IV 0.0%
Value ($000) $93 Shares 400 Est. Cost $232.52 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $92 Shares 876 Est. Cost $104.03 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $90 Shares 246 Est. Cost $366.06 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $89 Shares 1,530 Est. Cost $58.18 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $88 Shares 510 Est. Cost $173.23 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $87 Shares 3,128 Est. Cost $27.87 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $85 Shares 4,462 Est. Cost $19.16 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.0%
Value ($000) $84 Shares 9,693 Est. Cost $8.65 Unrealized 0.0%
DFSV DIMENSIONAL US SMALL CAPVALU ETF 0.0%
Value ($000) $83 Shares 2,704 Est. Cost $30.78 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value ($000) $82 Shares 1,366 Est. Cost $63.61 Unrealized 0.0%
TRV TRAVELERS COS INC 0.0%
Value ($000) $80 Shares 334 Est. Cost $244.86 Unrealized 0.0%
SUSB ISHARES ESG AWR 1-5 Y USD CP BND ETF 0.0%
Value ($000) $80 Shares 3,228 Est. Cost $24.70 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $78 Shares 1,385 Est. Cost $52.58 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $78 Shares 300 Est. Cost $286.05 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $78 Shares 688 Est. Cost $113.33 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $77 Shares 909 Est. Cost $101.25 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $76 Shares 1,279 Est. Cost $55.37 Unrealized 0.0%
NAT NORDIC AMERICAN TANKER F 0.0%
Value ($000) $75 Shares 30,000 Est. Cost $3.07 Unrealized 0.0%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $75 Shares 395 Est. Cost $174.14 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $75 Shares 688 Est. Cost $121.53 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $75 Shares 327 Est. Cost $230.22 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $74 Shares 184 Est. Cost $401.58 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $73 Shares 1,669 Est. Cost $42.83 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $72 Shares 978 Est. Cost $73.82 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $72 Shares 2,697 Est. Cost $25.12 Unrealized 0.0%
ESML ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $71 Shares 1,691 Est. Cost $42.06 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $71 Shares 479 Est. Cost $145.82 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $65.38 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $69 Shares 752 Est. Cost $87.00 Unrealized 0.0%
CACI CACI INTL INC CLASS A 0.0%
Value ($000) $69 Shares 170 Est. Cost $487.38 Unrealized 0.0%
VUSB VAN ULTRA SHRT BND 0.0%
Value ($000) $69 Shares 1,383 Est. Cost $49.62 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $68 Shares 490 Est. Cost $148.83 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $67 Shares 129 Est. Cost $520.85 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $65 Shares 499 Est. Cost $131.19 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $65 Shares 495 Est. Cost $132.10 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.0%
Value ($000) $65 Shares 221 Est. Cost $287.90 Unrealized 0.0%
V VISA INC CLASS A 0.0%
Value ($000) $63 Shares 199 Est. Cost $298.33 Unrealized 0.0%
PLAY PRUDENTIAL FINL INC 0.0%
Value ($000) $62 Shares 602 Est. Cost $34.78 Unrealized 0.0%
CANADIAN PACIFIC KANSA F 0.0%
Value ($000) $62 Shares 850 Est. Cost $72.37 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $61 Shares 2,350 Est. Cost $26.07 Unrealized
XVV ISHARES ESG SCREENED S AND P 500 ETF 0.0%
Value ($000) $61 Shares 1,343 Est. Cost $45.31 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $60 Shares 235 Est. Cost $253.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GR 0.0%
Value ($000) $59 Shares 700 Est. Cost $85.29 Unrealized 0.0%
IVOV VANGUARD S&P MID CAP 400VALUE ETF 0.0%
Value ($000) $57 Shares 600 Est. Cost $95.56 Unrealized
ALLSPRING INCOME OPPORTU 0.0%
Value ($000) $57 Shares 8,277 Est. Cost $6.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $56 Shares 111 Est. Cost $552.89 Unrealized 0.0%
HERSHEY CO 0.0%
Value ($000) $56 Shares 330 Est. Cost $169.48 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $56 Shares 630 Est. Cost $86.71 Unrealized 0.0%
UPS UNITED PARCEL SVC INC CLASS B 0.0%
Value ($000) $55 Shares 439 Est. Cost $122.34 Unrealized 0.0%
CNX CNX RES CORP 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $36.83 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $55 Shares 474 Est. Cost $115.22 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $52 Shares 235 Est. Cost $220.96 Unrealized
ALLSPRING MULTI SECTOR I 0.0%
Value ($000) $52 Shares 5,606 Est. Cost $9.19 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $51 Shares 227 Est. Cost $225.20 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $50 Shares 593 Est. Cost $84.76 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $50 Shares 500 Est. Cost $96.84 Unrealized 0.0%
HECLA MNG CO 0.0%
Value ($000) $50 Shares 10,148 Est. Cost $4.91 Unrealized
DUHP DIMENSIONAL US HIGH PROFTBLTY ETF 0.0%
Value ($000) $47 Shares 1,403 Est. Cost $33.79 Unrealized
ORRF ORRSTOWN FINL SVCS INC 0.0%
Value ($000) $47 Shares 1,288 Est. Cost $36.41 Unrealized 0.0%
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value ($000) $47 Shares 1,594 Est. Cost $29.55 Unrealized
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $47 Shares 11,709 Est. Cost $4.02 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $47 Shares 100 Est. Cost $492.97 Unrealized 0.0%
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $47 Shares 963 Est. Cost $48.44 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $46 Shares 1,800 Est. Cost $23.92 Unrealized 0.0%
CIVI CIVITAS RES INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $46.35 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $45 Shares 135 Est. Cost $316.76 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $44 Shares 835 Est. Cost $51.75 Unrealized 0.0%
CHIMERA INVT CORP CLASS Stock 0.0%
Value ($000) $44 Shares 3,154 Est. Cost $14.00 Unrealized
T AT&T INC 0.0%
Value ($000) $44 Shares 1,923 Est. Cost $21.51 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $44 Shares 498 Est. Cost $84.33 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $43 Shares 900 Est. Cost $46.35 Unrealized 0.0%
VEEV VEEVA SYS INC CLASS A 0.0%
Value ($000) $42 Shares 200 Est. Cost $219.92 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $42 Shares 1,244 Est. Cost $31.07 Unrealized 0.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $40.92 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $40 Shares 220 Est. Cost $208.34 Unrealized 0.0%
WSFS WSFS FINL CORP 0.0%
Value ($000) $40 Shares 750 Est. Cost $54.41 Unrealized 0.0%
IVOO VANGUARD S&P MID CAP 400ETF 0.0%
Value ($000) $39 Shares 371 Est. Cost $105.44 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $39 Shares 1,429 Est. Cost $27.13 Unrealized
WISE THEMES GENRTVE ARTFCL INTLE ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $38.37 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $38 Shares 225 Est. Cost $177.15 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $37 Shares 22 Est. Cost $1947.25 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP F 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $39.30 Unrealized 0.0%
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $37 Shares 1,579 Est. Cost $23.27 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $36 Shares 70 Est. Cost $547.53 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $36 Shares 3,659 Est. Cost $9.87 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $36 Shares 100 Est. Cost $366.32 Unrealized 0.0%
CYCLACEL PHARMACE 6percent PFDCONV 0.0%
Value ($000) $36 Shares 4,935 Est. Cost $7.29 Unrealized
INTU INTUIT 0.0%
Value ($000) $35 Shares 56 Est. Cost $634.69 Unrealized 0.0%
ARCC ARES CAP CORP CLASS Stock 0.0%
Value ($000) $35 Shares 1,593 Est. Cost $19.38 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF IV 0.0%
Value ($000) $34 Shares 185 Est. Cost $185.13 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $3.81 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.08 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $29.96 Unrealized 0.0%
MPLX MPLX LP LP 0.0%
Value ($000) $31 Shares 641 Est. Cost $47.86 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $30 Shares 400 Est. Cost $69.96 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $30 Shares 228 Est. Cost $132.21 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $29 Shares 550 Est. Cost $48.82 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS I 0.0%
Value ($000) $28 Shares 115 Est. Cost $244.13 Unrealized 0.0%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $28 Shares 292 Est. Cost $97.31 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $28 Shares 500 Est. Cost $56.70 Unrealized
SCMWY SWISSCOM FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $28 Shares 500 Est. Cost $56.03 Unrealized
CRK COMSTOCK RES INC 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $13.86 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $27 Shares 549 Est. Cost $49.25 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $27 Shares 303 Est. Cost $88.79 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $27 Shares 172 Est. Cost $154.96 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $26 Shares 720 Est. Cost $38.81 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 50 Est. Cost $544.39 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $26 Shares 3,496 Est. Cost $58.25 Unrealized 0.0%
OGCP EMPIRE ST RLTY OP L P LP 0.0%
Value ($000) $26 Shares 2,576 Est. Cost $10.00 Unrealized
SBRA SABRA HEALTH CARE REIT IREIT 0.0%
Value ($000) $26 Shares 1,477 Est. Cost $17.32 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $25 Shares 132 Est. Cost $189.83 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $25 Shares 66 Est. Cost $375.38 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value ($000) $25 Shares 425 Est. Cost $57.86 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $24 Shares 129 Est. Cost $192.14 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $24 Shares 327 Est. Cost $74.02 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $24 Shares 346 Est. Cost $68.94 Unrealized
LRCX LAM RESH CORP CLASS Stock 0.0%
Value ($000) $24 Shares 330 Est. Cost $74.98 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $24 Shares 525 Est. Cost $53.65 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $23 Shares 308 Est. Cost $33.84 Unrealized 0.0%
RVTY REVVITY INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $117.16 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.0%
Value ($000) $23 Shares 40 Est. Cost $584.74 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $23 Shares 92 Est. Cost $254.39 Unrealized
RTX RTX CORP 0.0%
Value ($000) $23 Shares 201 Est. Cost $118.27 Unrealized 0.0%
VNQI VANGUARD GLBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $23 Shares 585 Est. Cost $39.56 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $23 Shares 100 Est. Cost $243.95 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 730 Est. Cost $30.66 Unrealized 0.0%
IYH ISHARES US HEALTHCARE ETF 0.0%
Value ($000) $22 Shares 380 Est. Cost $58.27 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $22 Shares 104 Est. Cost $211.38 Unrealized
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $22 Shares 640 Est. Cost $33.82 Unrealized
DYNF ISHS US EQTY FACTR ROTATN ACT ETF 0.0%
Value ($000) $22 Shares 421 Est. Cost $51.25 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $21 Shares 860 Est. Cost $23.40 Unrealized 0.0%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $21 Shares 2,004 Est. Cost $9.29 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 308 Est. Cost $76.74 Unrealized 0.0%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $21 Shares 661 Est. Cost $31.36 Unrealized
TSEM TOWER SEMICONDUCTOR F 0.0%
Value ($000) $21 Shares 400 Est. Cost $46.82 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $21 Shares 552 Est. Cost $44.64 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $20 Shares 107 Est. Cost $187.84 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $20 Shares 263 Est. Cost $75.61 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $20 Shares 523 Est. Cost $39.99 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $19 Shares 90 Est. Cost $215.49 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $19 Shares 1,270 Est. Cost $13.42 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 275 Est. Cost $83.05 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value ($000) $19 Shares 6 Est. Cost $3166.27 Unrealized 0.0%
BRISTOL-MYERS SQU 4percent PFDCONV 0.0%
Value ($000) $19 Shares 20 Est. Cost $935.20 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $19 Shares 323 Est. Cost $58.85 Unrealized 0.0%
KNTK ARCADIUM LITHIUM PLC F 0.0%
Value ($000) $19 Shares 3,609 Est. Cost $54.06 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $18 Shares 56 Est. Cost $311.89 Unrealized 0.0%
FS SPECIALTY LENDING FUND 0.0%
Value ($000) $18 Shares 5,369 Est. Cost $3.41 Unrealized
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $18 Shares 290 Est. Cost $62.31 Unrealized
ABRDN LIFE SCIENCES INVE 0.0%
Value ($000) $18 Shares 1,374 Est. Cost $13.12 Unrealized
NWBO NORTHWEST BIOTHERAPEUTIC 0.0%
Value ($000) $18 Shares 65,574 Est. Cost $0.28 Unrealized 0.0%
AI C3 AI INC CLASS A 0.0%
Value ($000) $17 Shares 500 Est. Cost $31.05 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CLASS A 0.0%
Value ($000) $17 Shares 62 Est. Cost $271.56 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $17 Shares 460 Est. Cost $34.83 Unrealized 0.0%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $17 Shares 104 Est. Cost $176.35 Unrealized 0.0%
BLACKROCK INC NEW 0.0%
Value ($000) $16 Shares 16 Est. Cost $1025.13 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $16 Shares 245 Est. Cost $66.14 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $16 Shares 174 Est. Cost $92.59 Unrealized
BA BOEING CO 0.0%
Value ($000) $16 Shares 90 Est. Cost $156.93 Unrealized 0.0%
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.0%
Value ($000) $16 Shares 503 Est. Cost $31.40 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $16 Shares 250 Est. Cost $68.91 Unrealized 0.0%
JBLU JETBLUE AWYS CORP CLASS Stock 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $6.78 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $16 Shares 275 Est. Cost $58.42 Unrealized 0.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $16 Shares 46 Est. Cost $369.58 Unrealized 0.0%
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $77.05 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $15 Shares 275 Est. Cost $54.55 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTR FCLASS A 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.68 Unrealized 0.0%
FRPT FRESHPET INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $145.72 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $15 Shares 80 Est. Cost $188.91 Unrealized 0.0%
BLACKROCK ENHANCED GLOBA 0.0%
Value ($000) $14 Shares 1,335 Est. Cost $10.77 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $68.69 Unrealized 0.0%
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV 0.0%
Value ($000) $14 Shares 240 Est. Cost $59.14 Unrealized
BIOGEN INC 0.0%
Value ($000) $14 Shares 92 Est. Cost $152.92 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $14 Shares 86 Est. Cost $179.18 Unrealized 0.0%
FICS FIRST TRUST INTL DELP CAPTL SGTH ETF 0.0%
Value ($000) $14 Shares 410 Est. Cost $33.96 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $14 Shares 73 Est. Cost $193.15 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $14 Shares 201 Est. Cost $74.39 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $14 Shares 40 Est. Cost $332.51 Unrealized 0.0%
HALLIBURTON CO 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.19 Unrealized
PAVE GLOBAL X US INFRA DVLPMNT ETF 0.0%
Value ($000) $13 Shares 334 Est. Cost $40.41 Unrealized
ARTNA ARTESIAN RES CORP CLASS A 0.0%
Value ($000) $13 Shares 422 Est. Cost $32.53 Unrealized 0.0%
JEPI JPMORGAN Stock PREMIUM INCOME ETF 0.0%
Value ($000) $13 Shares 220 Est. Cost $57.52 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $129.14 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW REIT 0.0%
Value ($000) $12 Shares 66 Est. Cost $198.35 Unrealized 0.0%
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $12 Shares 238 Est. Cost $51.78 Unrealized 0.0%
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $12 Shares 88 Est. Cost $135.38 Unrealized
TWO TWO HARBORS INVESTMENTS 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.84 Unrealized
MNDY MONDAY COM LTD F 0.0%
Value ($000) $12 Shares 50 Est. Cost $277.00 Unrealized 0.0%
READY CAPITAL 6.25percent PFDCONV SER C 0.0%
Value ($000) $11 Shares 640 Est. Cost $17.93 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $28.32 Unrealized
DRS LEONARDO DRS INC 0.0%
Value ($000) $11 Shares 350 Est. Cost $32.17 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND Stock ETF 0.0%
Value ($000) $11 Shares 414 Est. Cost $27.30 Unrealized
BN BROOKFIELD CORP FCLASS A 0.0%
Value ($000) $11 Shares 192 Est. Cost $37.41 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $109.96 Unrealized 0.0%
EATON VANCE ENHANCED EQT 0.0%
Value ($000) $11 Shares 530 Est. Cost $20.77 Unrealized
DOW DOW INC 0.0%
Value ($000) $11 Shares 274 Est. Cost $42.94 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $11 Shares 811 Est. Cost $11.51 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.02 Unrealized 0.0%
QXO QXO INC CLASS Stock 0.0%
Value ($000) $10 Shares 650 Est. Cost $15.75 Unrealized 0.0%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $6.24 Unrealized 0.0%
STAG STAG INDL INC REIT 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.82 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value ($000) $10 Shares 402 Est. Cost $26.12 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $10 Shares 85 Est. Cost $123.15 Unrealized 0.0%
DNP SELECT INCOME CF 0.0%
Value ($000) $10 Shares 1,103 Est. Cost $8.82 Unrealized
ESRT EMPIRE ST RLTY TR INC REIT 0.0%
Value ($000) $10 Shares 929 Est. Cost $10.32 Unrealized
SLDP SOLID PWR INC CLASS A 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.24 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $9 Shares 203 Est. Cost $40.68 Unrealized 0.0%
REKR REKOR SYS INC 0.0%
Value ($000) $9 Shares 6,000 Est. Cost $1.04 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.77 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $9 Shares 110 Est. Cost $84.79 Unrealized
TRP TC ENERGY CORP F 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.56 Unrealized 0.0%
SPB SPECTRUM BRANDS HLDGS IN 0.0%
Value ($000) $9 Shares 110 Est. Cost $90.52 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $98.31 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $9 Shares 152 Est. Cost $58.33 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 33 Est. Cost $271.73 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $9 Shares 43 Est. Cost $234.55 Unrealized 0.0%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $9 Shares 320 Est. Cost $30.08 Unrealized 0.0%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE 0.0%
Value ($000) $9 Shares 147 Est. Cost $60.56 Unrealized
IBHF ISHARES IBND 2026 TRM HGYD INCM ETF 0.0%
Value ($000) $9 Shares 384 Est. Cost $23.15 Unrealized
IBHG ISHS IBND 2027 TRM HGH YLD INCM ETF 0.0%
Value ($000) $9 Shares 398 Est. Cost $22.24 Unrealized
ISHARES IBND 2025 TRM HGH YLD ETF 0.0%
Value ($000) $9 Shares 378 Est. Cost $23.20 Unrealized
LAB STANDARD BIOTOOLS INC 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.86 Unrealized 0.0%
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $43.24 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $257.33 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $97.25 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $544.86 Unrealized 0.0%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $9 Shares 60 Est. Cost $146.82 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $8 Shares 77 Est. Cost $109.91 Unrealized 0.0%
QS QUANTUMSCAPE CORP CLASS A 0.0%
Value ($000) $8 Shares 1,602 Est. Cost $5.25 Unrealized 0.0%
BROOKFIELD INFRASTRU FCLASS A 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.01 Unrealized
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $8 Shares 800 Est. Cost $9.54 Unrealized
ROKU ROKU INC CLASS A 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.79 Unrealized 0.0%
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $96.21 Unrealized
NCLH NORWEGIAN CRUISE LINE F 0.0%
Value ($000) $7 Shares 273 Est. Cost $25.28 Unrealized 0.0%
AGCO AGCO CORP DEL 0.0%
Value ($000) $7 Shares 75 Est. Cost $95.41 Unrealized 0.0%
APA APA CORP 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.14 Unrealized 0.0%
RC READY CAP CORP REIT 0.0%
Value ($000) $7 Shares 996 Est. Cost $6.82 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $7 Shares 150 Est. Cost $51.74 Unrealized 0.0%
VSS VGRD FTSE ALL WRLD EX USSML CAP ETF 0.0%
Value ($000) $7 Shares 58 Est. Cost $115.16 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $7 Shares 219 Est. Cost $30.40 Unrealized
HST HOST HOTELS & RESORTS IN 0.0%
Value ($000) $7 Shares 379 Est. Cost $16.66 Unrealized 0.0%
SLDPW SOLID PWR INC 26 WTFWARRANTS EXP 12/08/26 0.0%
Value ($000) $6 Shares 15,000 Est. Cost $0.42 Unrealized
WELL WELLTOWER INC REIT 0.0%
Value ($000) $6 Shares 50 Est. Cost $128.69 Unrealized 0.0%
HTGC HERCULES CAP INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.51 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $6 Shares 74 Est. Cost $84.84 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $109.05 Unrealized 0.0%
VERVE THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.64 Unrealized
LITHIUM AMERS ARGENTIN F 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.79 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.44 Unrealized 0.0%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $88.69 Unrealized
ONON ON HLDG AG FCLASS A 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.97 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $5 Shares 64 Est. Cost $85.52 Unrealized
EATON VANCE TAX ADV GLBL 0.0%
Value ($000) $5 Shares 288 Est. Cost $18.23 Unrealized
JETS US GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 202 Est. Cost $25.32 Unrealized
ALC ALCON INC F 0.0%
Value ($000) $5 Shares 58 Est. Cost $89.86 Unrealized 0.0%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $5 Shares 45 Est. Cost $97.70 Unrealized 0.0%
HNDL STRATGY SHARS NASDAQ 7HANDL INDX ETF 0.0%
Value ($000) $5 Shares 224 Est. Cost $21.33 Unrealized
HTO SJW GROUP 0.0%
Value ($000) $5 Shares 97 Est. Cost $55.09 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $93.08 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.33 Unrealized
FPX FIRST TRUST US Stock OPRTNT ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $119.50 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $5 Shares 1,499 Est. Cost $3.02 Unrealized
GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $5 Shares 501 Est. Cost $8.99 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.51 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $245.53 Unrealized 0.0%
VALN VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.37 Unrealized
NLY ANNALY CAP MGMT INC REIT 0.0%
Value ($000) $4 Shares 239 Est. Cost $18.28 Unrealized
LUNA LUNA INNOVATIONS INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.77 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $4 Shares 1,700 Est. Cost $2.84 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $4 Shares 64 Est. Cost $70.01 Unrealized 0.0%
LIT GLOBAL X LITHIUM BATTERYTECH ETF 0.0%
Value ($000) $4 Shares 103 Est. Cost $40.60 Unrealized
GNK GENCO SHIPPING & TRADI F 0.0%
Value ($000) $4 Shares 300 Est. Cost $16.25 Unrealized 0.0%
GPMT GRANITE PT MTG TR INC 0.0%
Value ($000) $4 Shares 1,476 Est. Cost $2.79 Unrealized
AMAL AMALGAMATED FINL CORP 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.53 Unrealized 0.0%
CRISPR THERAPEUTICS AG F 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.36 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $4 Shares 104 Est. Cost $37.57 Unrealized
TGT TARGET CORP CLASS Stock 0.0%
Value ($000) $4 Shares 29 Est. Cost $136.67 Unrealized 0.0%
ELF E L F BEAUTY INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $119.94 Unrealized 0.0%
MSM MSC INDL DIRECT INC CLASS A 0.0%
Value ($000) $4 Shares 50 Est. Cost $82.42 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $71.41 Unrealized 0.0%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $4 Shares 74 Est. Cost $48.78 Unrealized
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $4 Shares 182 Est. Cost $19.55 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $88.41 Unrealized
PK PARK HOTELS & RESORTS INREIT 0.0%
Value ($000) $3 Shares 96 Est. Cost $33.61 Unrealized
FVRR FIVERR INTL LTD F 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.05 Unrealized 0.0%
UIS UNISYS CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.97 Unrealized 0.0%
NU NU HLDGS LTD FCLASS A 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.30 Unrealized 0.0%
EAGG ISHARES ESG AWARE US AGGRGT BND ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $46.71 Unrealized
WES WESTERN MIDSTREAM PAR LP 0.0%
Value ($000) $3 Shares 79 Est. Cost $38.23 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $3 Shares 189 Est. Cost $14.80 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.11 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $41.88 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $268.40 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.43 Unrealized 0.0%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.0%
Value ($000) $3 Shares 48 Est. Cost $52.10 Unrealized 0.0%
FCCO FIRST CMNTY CORP S C 0.0%
Value ($000) $2 Shares 91 Est. Cost $23.16 Unrealized 0.0%
EASTERLY GOVT PPTYS INC REIT 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.34 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $242.13 Unrealized
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $2 Shares 35 Est. Cost $62.79 Unrealized 0.0%
TASK TASKUS INC CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.34 Unrealized 0.0%
BLDP BALLARD PWR SYS INC NE F 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.56 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.90 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.87 Unrealized
UA UNDER ARMOUR INC CLASS C 0.0%
Value ($000) $2 Shares 202 Est. Cost $8.34 Unrealized 0.0%
KARYOPHARM THERAPEUTICS 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.68 Unrealized
WPRT WESTPORT FUEL SYSTEM I F 0.0%
Value ($000) $1 Shares 350 Est. Cost $4.20 Unrealized 0.0%
SHBI SHORE BANCSHARES INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $15.49 Unrealized 0.0%
AMPLIFY ALTERNATIVE HARVETF 0.0%
Value ($000) $1 Shares 519 Est. Cost $2.24 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.54 Unrealized 0.0%
NHTC NATURAL HEALTH TRENDS CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.43 Unrealized 0.0%
OBDC BLUE OWL CAP CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $13.10 Unrealized 0.0%
VIK VIKING HLDGS LTD F 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.44 Unrealized 0.0%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.14 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.75 Unrealized 0.0%
CVE CENOVUS ENERGY INC F 0.0%
Value ($000) $1 Shares 48 Est. Cost $15.66 Unrealized 0.0%
NAK NORTHERN DYNASTY MINER F 0.0%
Value ($000) $1 Shares 1,176 Est. Cost $0.45 Unrealized 0.0%
CHARGEPOINT HLDGS INC CLASS A 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.07 Unrealized
PACB PACIFIC BIOSCIENCES CALI 0.0%
Value ($000) $0 Shares 241 Est. Cost $1.95 Unrealized 0.0%
HGV HILTON GRAND VACATIONS I 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.40 Unrealized 0.0%
POAHY PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 101 Est. Cost $3.75 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $15.54 Unrealized 0.0%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $41.65 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $9.03 Unrealized
DIG PROSHARES ULTRA ENERGY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.00 Unrealized
BRAINSTORM CELL THERAPEUCLASS Stock 0.0%
Value ($000) $0 Shares 120 Est. Cost $2.27 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.63 Unrealized 0.0%
CHGG CHEGG INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.84 Unrealized 0.0%
NEOG NEOGEN CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $13.99 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.00 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.31 Unrealized 0.0%
AMCX AMC NETWORKS INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.84 Unrealized 0.0%
VERU INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.65 Unrealized
MANU MANCHESTER UTD PLC NEW FCLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.87 Unrealized 0.0%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.00 Unrealized
ARVLF ARRIVAL ORDF 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.05 Unrealized 0.0%
AYR WELLNESS INC FCLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
QUANTUM FUEL SYS INC XXXBANKRUPTCY EFF: 09/23/19 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized