Marshall & Sterling Wealth Advisors Inc. Diversified Active

CIK: 0002056315 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $144,700 (100.0% shares, 0.0% debt)

Holdings (361)

DGRW WISDOMTREE TRUST 6.4%
Value ($000) $9,262 Shares 114,445 Est. Cost $80.93 Unrealized
MOAT VANECK MORNINGSTAR 6.0%
Value ($000) $8,753 Shares 94,394 Est. Cost $92.72 Unrealized
VUG VANGUARD GROWTH 5.3%
Value ($000) $7,734 Shares 18,844 Est. Cost $410.42 Unrealized
VCIT VANGUARD INTERMEDIATE 5.3%
Value ($000) $7,639 Shares 95,167 Est. Cost $80.27 Unrealized
RSP INVESCO S&P 4.7%
Value ($000) $6,865 Shares 39,180 Est. Cost $175.23 Unrealized
VGT VANGUARD INFORMATION 4.2%
Value ($000) $6,126 Shares 9,853 Est. Cost $621.78 Unrealized
VIG VANGUARD DIVIDEND 3.7%
Value ($000) $5,401 Shares 27,582 Est. Cost $195.82 Unrealized
HELO JP MORGAN 3.3%
Value ($000) $4,773 Shares 76,940 Est. Cost $62.04 Unrealized
COWZ PACER US 3.2%
Value ($000) $4,645 Shares 82,234 Est. Cost $56.48 Unrealized
RWK INVESCO S&P 2.8%
Value ($000) $4,116 Shares 35,410 Est. Cost $116.23 Unrealized
FDVV FIDELITY COVINGTON 2.7%
Value ($000) $3,958 Shares 79,255 Est. Cost $49.94 Unrealized
VCSH VANGUARD SHORT 2.5%
Value ($000) $3,658 Shares 46,893 Est. Cost $78.01 Unrealized
VO VANGUARD MID 2.5%
Value ($000) $3,635 Shares 13,762 Est. Cost $264.13 Unrealized
HEGD LISTED SWAN 2.4%
Value ($000) $3,462 Shares 154,563 Est. Cost $22.40 Unrealized
QDPL PACER METAURUS 2.2%
Value ($000) $3,163 Shares 82,390 Est. Cost $38.39 Unrealized
IJR ISHARES CORE 1.9%
Value ($000) $2,801 Shares 24,307 Est. Cost $115.22 Unrealized
MANAGED TORTOISE 1.7%
Value ($000) $2,475 Shares 72,604 Est. Cost $34.09 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,905 Shares 7,606 Est. Cost $234.51 Unrealized 0.0%
BBJP JPMORGAN BETABUILDERS 1.3%
Value ($000) $1,892 Shares 34,474 Est. Cost $54.89 Unrealized
QUAL ISHARES MSCI 1.2%
Value ($000) $1,803 Shares 10,123 Est. Cost $178.06 Unrealized
JEPQ JP MORGAN 1.2%
Value ($000) $1,791 Shares 31,769 Est. Cost $56.38 Unrealized
LOUP INNOVATOR LOUP 1.2%
Value ($000) $1,774 Shares 33,266 Est. Cost $53.34 Unrealized
ITA ISHARES AEROSPACE 1.2%
Value ($000) $1,711 Shares 11,775 Est. Cost $145.35 Unrealized
SPY SPDR S&P 1.1%
Value ($000) $1,650 Shares 2,816 Est. Cost $585.94 Unrealized
RSPU INVESCO S&P 1.1%
Value ($000) $1,635 Shares 24,879 Est. Cost $65.73 Unrealized
IBM INTL BUSINESS 1.1%
Value ($000) $1,596 Shares 7,259 Est. Cost $216.31 Unrealized 0.0%
CALF PACER U S 1.1%
Value ($000) $1,596 Shares 36,254 Est. Cost $44.01 Unrealized
FXN FIRST TRUST 1.1%
Value ($000) $1,577 Shares 96,510 Est. Cost $16.34 Unrealized
BRK/B BERKSHIRE HATHAWAY 1.0%
Value ($000) $1,481 Shares 3,268 Est. Cost $461.73 Unrealized 0.0%
PG PROCTER & GAMBLE 1.0%
Value ($000) $1,421 Shares 8,479 Est. Cost $165.73 Unrealized 0.0%
DGRS WISDOMTREE US 0.9%
Value ($000) $1,277 Shares 24,926 Est. Cost $51.23 Unrealized
TLT ISHARES 20 0.9%
Value ($000) $1,255 Shares 14,375 Est. Cost $87.33 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,172 Shares 2,781 Est. Cost $422.35 Unrealized 0.0%
NSC NORFOLK SOUTHERN 0.8%
Value ($000) $1,143 Shares 4,870 Est. Cost $248.46 Unrealized 0.0%
NULG NUVEEN ESG 0.7%
Value ($000) $1,052 Shares 12,259 Est. Cost $85.84 Unrealized
AMZN AMAZON COM 0.6%
Value ($000) $806 Shares 3,675 Est. Cost $204.58 Unrealized 0.0%
EXPE EXPEDIA GROUP 0.5%
Value ($000) $684 Shares 3,669 Est. Cost $170.93 Unrealized 0.0%
HD HOME DEPOT 0.4%
Value ($000) $650 Shares 1,672 Est. Cost $397.26 Unrealized 0.0%
SHY ISHARES 1-3YR 0.4%
Value ($000) $647 Shares 7,893 Est. Cost $81.97 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $642 Shares 606 Est. Cost $202.58 Unrealized 0.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $624 Shares 3,296 Est. Cost $174.14 Unrealized 0.0%
AXP AMERICAN EXPRESS 0.4%
Value ($000) $621 Shares 2,094 Est. Cost $283.58 Unrealized 0.0%
NUVEEN REAL 0.4%
Value ($000) $615 Shares 71,210 Est. Cost $8.63 Unrealized
COHEN & STEERS 0.4%
Value ($000) $594 Shares 48,563 Est. Cost $12.24 Unrealized
COST COSTCO WHOLESALE 0.4%
Value ($000) $592 Shares 646 Est. Cost $922.64 Unrealized 0.0%
NUVEEN NEW YORK 0.4%
Value ($000) $591 Shares 73,535 Est. Cost $8.04 Unrealized
CRWD CROWDSTRIKE HOLDINGS 0.4%
Value ($000) $590 Shares 1,723 Est. Cost $332.51 Unrealized 0.0%
BCPC BALCHEM CORP 0.4%
Value ($000) $570 Shares 3,501 Est. Cost $171.62 Unrealized 0.0%
XAWPX ABRDN GLOBAL 0.4%
Value ($000) $568 Shares 147,159 Est. Cost $3.86 Unrealized
GLDM WORLD GOLD 0.4%
Value ($000) $555 Shares 10,681 Est. Cost $51.99 Unrealized
LMT LOCKHEED MARTIN 0.4%
Value ($000) $552 Shares 1,136 Est. Cost $527.20 Unrealized 0.0%
COHEN&STEERS 0.4%
Value ($000) $551 Shares 47,581 Est. Cost $11.58 Unrealized
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $540 Shares 1,889 Est. Cost $276.08 Unrealized 0.0%
INTU INTUIT INC 0.4%
Value ($000) $535 Shares 852 Est. Cost $634.69 Unrealized 0.0%
WM WASTE MANAGEMENT 0.3%
Value ($000) $495 Shares 2,453 Est. Cost $211.11 Unrealized 0.0%
ADBE ADOBE INC 0.3%
Value ($000) $491 Shares 1,104 Est. Cost $495.13 Unrealized 0.0%
ZTS ZOETIS INC 0.3%
Value ($000) $482 Shares 2,959 Est. Cost $176.35 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value ($000) $476 Shares 1,826 Est. Cost $286.05 Unrealized 0.0%
CBOE CBOE GLOBAL 0.3%
Value ($000) $439 Shares 2,247 Est. Cost $204.35 Unrealized 0.0%
FANG DIAMONDBACK ENERGY 0.3%
Value ($000) $436 Shares 2,661 Est. Cost $170.91 Unrealized 0.0%
NUSC NUVEEN ESG 0.3%
Value ($000) $427 Shares 10,196 Est. Cost $41.88 Unrealized
SRVR PACER DATA 0.3%
Value ($000) $407 Shares 13,578 Est. Cost $29.98 Unrealized
FIW FIRST TRUST 0.3%
Value ($000) $381 Shares 3,730 Est. Cost $102.04 Unrealized
XJH ISHARES ESG 0.2%
Value ($000) $357 Shares 8,537 Est. Cost $41.84 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $349 Shares 2,596 Est. Cost $137.79 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $333 Shares 3,357 Est. Cost $102.31 Unrealized 0.0%
HYD VANECK HIGH 0.2%
Value ($000) $325 Shares 6,253 Est. Cost $51.90 Unrealized
IWD ISHARES RUSSELL 0.2%
Value ($000) $324 Shares 1,748 Est. Cost $185.11 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $306 Shares 1,721 Est. Cost $177.41 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $299 Shares 2,627 Est. Cost $122.03 Unrealized 0.0%
CARR CARRIER GLOBAL 0.2%
Value ($000) $288 Shares 4,214 Est. Cost $74.39 Unrealized 0.0%
VYM VANGUARD HIGH 0.2%
Value ($000) $287 Shares 2,249 Est. Cost $127.56 Unrealized
VNLA JANUS HENDERSON 0.2%
Value ($000) $286 Shares 5,850 Est. Cost $48.90 Unrealized
IWR ISHARES RUSSELL 0.2%
Value ($000) $268 Shares 3,033 Est. Cost $88.39 Unrealized
XOM EXXON MOBIL 0.2%
Value ($000) $258 Shares 2,400 Est. Cost $112.36 Unrealized 0.0%
DHR DANAHER CORP 0.2%
Value ($000) $257 Shares 1,120 Est. Cost $243.95 Unrealized 0.0%
USMV ISHARES MSCI 0.2%
Value ($000) $255 Shares 2,872 Est. Cost $88.77 Unrealized
JPM JPMORGAN CHASE 0.2%
Value ($000) $245 Shares 1,022 Est. Cost $228.03 Unrealized 0.0%
ESGD ISHARES ESG 0.2%
Value ($000) $238 Shares 3,121 Est. Cost $76.13 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $227 Shares 1,192 Est. Cost $175.67 Unrealized 0.0%
ROM PROSHARES ULTRA 0.2%
Value ($000) $225 Shares 3,232 Est. Cost $69.72 Unrealized
CBU COMMUNITY FINANCIAL 0.1%
Value ($000) $205 Shares 3,325 Est. Cost $61.67 Unrealized 0.0%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $204 Shares 394 Est. Cost $544.39 Unrealized 0.0%
BK BANK NEW YORK 0.1%
Value ($000) $200 Shares 2,605 Est. Cost $75.52 Unrealized 0.0%
VHT VANGUARD HEALTH 0.1%
Value ($000) $179 Shares 708 Est. Cost $253.52 Unrealized
SCHP SCHWAB US 0.1%
Value ($000) $170 Shares 6,564 Est. Cost $25.83 Unrealized
ADP AUTOMATIC DATA 0.1%
Value ($000) $165 Shares 565 Est. Cost $287.90 Unrealized 0.0%
ARKW ARK NEXT 0.1%
Value ($000) $160 Shares 1,484 Est. Cost $107.94 Unrealized
STIP ISHARES 0-5 0.1%
Value ($000) $158 Shares 1,567 Est. Cost $100.58 Unrealized
VTV VANGUARD VALUE 0.1%
Value ($000) $156 Shares 921 Est. Cost $169.29 Unrealized
MTB M&T BANK 0.1%
Value ($000) $151 Shares 802 Est. Cost $192.14 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $148 Shares 1,636 Est. Cost $85.80 Unrealized 0.0%
SCHO SCHWAB SHORT 0.1%
Value ($000) $145 Shares 6,010 Est. Cost $24.06 Unrealized
FCTR FIRST TRUST 0.1%
Value ($000) $144 Shares 4,383 Est. Cost $32.94 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $139 Shares 562 Est. Cost $261.54 Unrealized 0.0%
IWM ISHARES RUSSELL 0.1%
Value ($000) $129 Shares 585 Est. Cost $220.93 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $123 Shares 811 Est. Cost $156.55 Unrealized 0.0%
SCHW SCHWAB CHARLES 0.1%
Value ($000) $110 Shares 1,486 Est. Cost $73.82 Unrealized 0.0%
DFUS DIMENSIONAL US 0.1%
Value ($000) $99 Shares 1,553 Est. Cost $63.73 Unrealized
ARKK ARK INNOVATION 0.1%
Value ($000) $98 Shares 1,725 Est. Cost $56.77 Unrealized
APLE APPLE HOSPITALITY 0.1%
Value ($000) $92 Shares 6,025 Est. Cost $15.35 Unrealized
IWY ISHARES RUSSELL 0.1%
Value ($000) $92 Shares 390 Est. Cost $235.02 Unrealized
DVY ISHARES SELECT 0.1%
Value ($000) $87 Shares 661 Est. Cost $131.15 Unrealized
MDY SPDR S&P 0.1%
Value ($000) $84 Shares 147 Est. Cost $568.27 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $78 Shares 215 Est. Cost $381.74 Unrealized 0.0%
JHMM JOHN HANCOCK 0.1%
Value ($000) $77 Shares 1,286 Est. Cost $59.73 Unrealized
MDYG SPDR SERIES 0.1%
Value ($000) $75 Shares 861 Est. Cost $86.80 Unrealized
PLTR PALANTIR TECHNOLOGIES 0.1%
Value ($000) $75 Shares 986 Est. Cost $58.25 Unrealized 0.0%
SCHB SCHWAB US 0.1%
Value ($000) $74 Shares 3,253 Est. Cost $22.70 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $69 Shares 548 Est. Cost $119.51 Unrealized 0.0%
DFAT DIMENSIONAL US 0.0%
Value ($000) $69 Shares 1,233 Est. Cost $55.64 Unrealized
XSD SPDR SERIES 0.0%
Value ($000) $65 Shares 262 Est. Cost $248.45 Unrealized
LH LABCORP HOLDINGS 0.0%
Value ($000) $63 Shares 275 Est. Cost $226.47 Unrealized 0.0%
IEMG ISHARES CORE 0.0%
Value ($000) $63 Shares 1,201 Est. Cost $52.20 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $62 Shares 313 Est. Cost $197.34 Unrealized
VMBS VANGUARD MORTGAGE 0.0%
Value ($000) $61 Shares 1,345 Est. Cost $45.33 Unrealized
BR BROADRIDGE FINANCIAL 0.0%
Value ($000) $59 Shares 263 Est. Cost $219.85 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $58 Shares 2,566 Est. Cost $21.51 Unrealized 0.0%
VOO VANGUARD S&P 0.0%
Value ($000) $57 Shares 106 Est. Cost $536.69 Unrealized
NUVEEN NEW YORK 0.0%
Value ($000) $55 Shares 5,238 Est. Cost $10.46 Unrealized
DLR DIGITAL REALTY 0.0%
Value ($000) $53 Shares 300 Est. Cost $171.20 Unrealized 0.0%
ROST ROSS STORES 0.0%
Value ($000) $53 Shares 351 Est. Cost $145.12 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $53 Shares 1,980 Est. Cost $25.12 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $52 Shares 539 Est. Cost $97.24 Unrealized
DFAS DIMENSIONAL US 0.0%
Value ($000) $51 Shares 781 Est. Cost $65.03 Unrealized
QYLD GLOBAL X 0.0%
Value ($000) $50 Shares 2,721 Est. Cost $18.22 Unrealized
WDFC WD 40 0.0%
Value ($000) $49 Shares 204 Est. Cost $260.26 Unrealized 0.0%
DIS WALT DISNEY 0.0%
Value ($000) $49 Shares 444 Est. Cost $103.52 Unrealized 0.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $49 Shares 87 Est. Cost $544.86 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $49 Shares 2,049 Est. Cost $23.67 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $47 Shares 285 Est. Cost $177.15 Unrealized 0.0%
IJH ISHARES CORE 0.0%
Value ($000) $47 Shares 747 Est. Cost $62.30 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $46 Shares 166 Est. Cost $281.36 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $45 Shares 790 Est. Cost $56.95 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $45 Shares 155 Est. Cost $290.22 Unrealized 0.0%
META META PLATFORMS 0.0%
Value ($000) $45 Shares 77 Est. Cost $584.74 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $22.04 Unrealized
MRK MERCK & COMPANY 0.0%
Value ($000) $44 Shares 440 Est. Cost $98.70 Unrealized 0.0%
JHSC JOHN HANCOCK 0.0%
Value ($000) $43 Shares 1,088 Est. Cost $39.73 Unrealized
NUVEEN DOW 0.0%
Value ($000) $43 Shares 2,837 Est. Cost $15.06 Unrealized
IJJ ISHARES S&P 0.0%
Value ($000) $42 Shares 336 Est. Cost $124.71 Unrealized
XMLV INVESCO EXCHANGE 0.0%
Value ($000) $42 Shares 684 Est. Cost $60.76 Unrealized
UTWO RBB US 0.0%
Value ($000) $41 Shares 858 Est. Cost $48.02 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $41 Shares 1,025 Est. Cost $39.40 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value ($000) $41 Shares 98 Est. Cost $448.71 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $39 Shares 96 Est. Cost $321.74 Unrealized 0.0%
OKE ONEOK INC 0.0%
Value ($000) $39 Shares 384 Est. Cost $96.84 Unrealized 0.0%
RDVY FIRST TRUST 0.0%
Value ($000) $38 Shares 647 Est. Cost $59.10 Unrealized
SUSC ISHARES TRUST 0.0%
Value ($000) $38 Shares 1,657 Est. Cost $22.72 Unrealized
WFC WELLS FARGO 0.0%
Value ($000) $38 Shares 535 Est. Cost $66.67 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $38 Shares 318 Est. Cost $116.71 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $38 Shares 1,196 Est. Cost $31.36 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $36 Shares 971 Est. Cost $39.99 Unrealized 0.0%
IEFA ISHARES CORE 0.0%
Value ($000) $36 Shares 514 Est. Cost $70.17 Unrealized
HPQ HP INC 0.0%
Value ($000) $36 Shares 1,104 Est. Cost $34.20 Unrealized 0.0%
QQQ INVESCO QQQ 0.0%
Value ($000) $36 Shares 70 Est. Cost $508.06 Unrealized
WESTERN ASSET 0.0%
Value ($000) $35 Shares 8,422 Est. Cost $4.21 Unrealized
ACM AECOM 0.0%
Value ($000) $35 Shares 330 Est. Cost $107.82 Unrealized 0.0%
OBIL RBB FC 0.0%
Value ($000) $35 Shares 701 Est. Cost $50.02 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $35 Shares 900 Est. Cost $37.01 Unrealized 0.0%
EATON VANCE 0.0%
Value ($000) $33 Shares 3,400 Est. Cost $9.77 Unrealized
IHI ISHARES U S 0.0%
Value ($000) $33 Shares 566 Est. Cost $58.27 Unrealized
EDV VANGUARD EXTENDED 0.0%
Value ($000) $33 Shares 486 Est. Cost $67.58 Unrealized
FSK FS KKR 0.0%
Value ($000) $33 Shares 1,504 Est. Cost $17.57 Unrealized 0.0%
IYH ISHARES U S 0.0%
Value ($000) $33 Shares 559 Est. Cost $58.20 Unrealized
ZROZ PIMCO 25 0.0%
Value ($000) $32 Shares 470 Est. Cost $68.62 Unrealized
BAC BANK AMERICA 0.0%
Value ($000) $31 Shares 707 Est. Cost $42.83 Unrealized 0.0%
UPS UNITED PARCEL 0.0%
Value ($000) $31 Shares 247 Est. Cost $122.34 Unrealized 0.0%
SUN SUNOCO LTD 0.0%
Value ($000) $31 Shares 602 Est. Cost $51.44 Unrealized
GAL SPDR SSGA 0.0%
Value ($000) $30 Shares 686 Est. Cost $44.16 Unrealized
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $30 Shares 874 Est. Cost $29.11 Unrealized 0.0%
IAU ISHARES GOLD 0.0%
Value ($000) $28 Shares 560 Est. Cost $49.51 Unrealized
CSX CSX CORP 0.0%
Value ($000) $27 Shares 851 Est. Cost $33.68 Unrealized 0.0%
SJM SMUCKER JM 0.0%
Value ($000) $27 Shares 246 Est. Cost $109.96 Unrealized 0.0%
CORNERSTONE TOTAL 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $8.69 Unrealized
XMHQ INVESCO S&P 0.0%
Value ($000) $26 Shares 264 Est. Cost $98.27 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $26 Shares 52 Est. Cost $552.89 Unrealized 0.0%
VIRTUS CONVERTIBLE 0.0%
Value ($000) $26 Shares 8,250 Est. Cost $3.13 Unrealized
EWBC EAST WEST 0.0%
Value ($000) $26 Shares 267 Est. Cost $94.86 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $25 Shares 214 Est. Cost $140.88 Unrealized 0.0%
LDOS LEIDOS HOLDINGS 0.0%
Value ($000) $25 Shares 173 Est. Cost $164.34 Unrealized 0.0%
VEA VANGUARD FTSE 0.0%
Value ($000) $24 Shares 496 Est. Cost $47.82 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $24 Shares 142 Est. Cost $175.85 Unrealized 0.0%
TBIL RBB US 0.0%
Value ($000) $23 Shares 471 Est. Cost $49.78 Unrealized
GEV GE VERNOVA 0.0%
Value ($000) $23 Shares 69 Est. Cost $311.89 Unrealized 0.0%
IVV ISHARES CORE 0.0%
Value ($000) $22 Shares 37 Est. Cost $588.68 Unrealized
AMD ADVANCED MICRO 0.0%
Value ($000) $21 Shares 175 Est. Cost $143.89 Unrealized 0.0%
GLD SPDR GOLD 0.0%
Value ($000) $21 Shares 87 Est. Cost $242.13 Unrealized
ICF ISHARES COHEN 0.0%
Value ($000) $21 Shares 346 Est. Cost $60.19 Unrealized
MPC MARATHON PETROLEUM 0.0%
Value ($000) $21 Shares 150 Est. Cost $148.83 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES 0.0%
Value ($000) $20 Shares 125 Est. Cost $161.18 Unrealized 0.0%
AHR AMERICAN HEALTHCARE 0.0%
Value ($000) $20 Shares 695 Est. Cost $28.41 Unrealized
LLY ELI LILLY 0.0%
Value ($000) $19 Shares 26 Est. Cost $821.14 Unrealized 0.0%
MAR MARRIOTT INTL 0.0%
Value ($000) $19 Shares 68 Est. Cost $271.56 Unrealized 0.0%
VBR VANGUARD SMALL 0.0%
Value ($000) $18 Shares 94 Est. Cost $196.15 Unrealized
IDV ISHARES INTL 0.0%
Value ($000) $18 Shares 663 Est. Cost $27.35 Unrealized
PANW PALO ALTO 0.0%
Value ($000) $18 Shares 98 Est. Cost $188.91 Unrealized 0.0%
VOD VODAFONE GROUP 0.0%
Value ($000) $18 Shares 2,069 Est. Cost $8.49 Unrealized
ADI ANALOG DEVICES 0.0%
Value ($000) $17 Shares 82 Est. Cost $216.79 Unrealized 0.0%
VBK VANGUARD SMALL 0.0%
Value ($000) $17 Shares 63 Est. Cost $275.90 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 165 Est. Cost $106.42 Unrealized 0.0%
ROCKET LAB 0.0%
Value ($000) $17 Shares 667 Est. Cost $25.47 Unrealized
DLN WISDOMTREE U S 0.0%
Value ($000) $17 Shares 213 Est. Cost $77.68 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $16 Shares 102 Est. Cost $179.18 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $16 Shares 30 Est. Cost $520.85 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $15 Shares 47 Est. Cost $316.76 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $15 Shares 266 Est. Cost $58.85 Unrealized 0.0%
BMY BRISTOL MYERS 0.0%
Value ($000) $15 Shares 267 Est. Cost $52.58 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $15 Shares 112 Est. Cost $132.27 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $15 Shares 79 Est. Cost $193.15 Unrealized 0.0%
NUVEEN REAL 0.0%
Value ($000) $15 Shares 1,215 Est. Cost $12.12 Unrealized
FLG FLAGSTAR FINANCIAL 0.0%
Value ($000) $14 Shares 1,550 Est. Cost $10.86 Unrealized 0.0%
VGSH VANGUARD SHORT 0.0%
Value ($000) $14 Shares 239 Est. Cost $58.09 Unrealized
CNI CANADIAN NATIONAL 0.0%
Value ($000) $13 Shares 131 Est. Cost $106.87 Unrealized 0.0%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $13 Shares 172 Est. Cost $76.81 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $13 Shares 116 Est. Cost $113.33 Unrealized 0.0%
CIBR FIRST TRUST 0.0%
Value ($000) $13 Shares 204 Est. Cost $63.36 Unrealized
PNC PNC FINANCIAL 0.0%
Value ($000) $13 Shares 66 Est. Cost $189.31 Unrealized 0.0%
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $13 Shares 27 Est. Cost $492.97 Unrealized 0.0%
VTI VANGUARD TOTAL 0.0%
Value ($000) $13 Shares 44 Est. Cost $287.23 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $12 Shares 208 Est. Cost $55.37 Unrealized 0.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $12 Shares 168 Est. Cost $75.03 Unrealized 0.0%
NVO NOVO NORDISK 0.0%
Value ($000) $12 Shares 138 Est. Cost $85.62 Unrealized
PFF ISHARES PFD 0.0%
Value ($000) $12 Shares 367 Est. Cost $31.44 Unrealized
CADE CADENCE BANK 0.0%
Value ($000) $12 Shares 334 Est. Cost $33.88 Unrealized 0.0%
PTNQ PACER TRENDPILOT 0.0%
Value ($000) $11 Shares 150 Est. Cost $74.02 Unrealized
BSV VANGUARD SHORT 0.0%
Value ($000) $11 Shares 142 Est. Cost $77.20 Unrealized
FNDF SCHWAB FUNDAMENTAL 0.0%
Value ($000) $11 Shares 322 Est. Cost $33.12 Unrealized
MKC MC CORMICK 0.0%
Value ($000) $11 Shares 139 Est. Cost $76.10 Unrealized 0.0%
HON HONEYWELL INTL 0.0%
Value ($000) $10 Shares 46 Est. Cost $203.59 Unrealized 0.0%
TEL TE CONNECTIVITY 0.0%
Value ($000) $10 Shares 70 Est. Cost $146.82 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $82.31 Unrealized 0.0%
GEHC GE HEALTHCARE 0.0%
Value ($000) $10 Shares 126 Est. Cost $84.84 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $10 Shares 119 Est. Cost $80.65 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 26 Est. Cost $343.44 Unrealized 0.0%
IVW ISHARES S&P 0.0%
Value ($000) $9 Shares 87 Est. Cost $100.49 Unrealized
EBC EASTERN BANKSHARES 0.0%
Value ($000) $9 Shares 501 Est. Cost $16.87 Unrealized 0.0%
CVS CVS HEALTH 0.0%
Value ($000) $8 Shares 187 Est. Cost $53.65 Unrealized 0.0%
IVE ISHARES S&P 0.0%
Value ($000) $8 Shares 43 Est. Cost $187.47 Unrealized
ALC ALCON INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $89.86 Unrealized 0.0%
ENVX ENOVIX CORP 0.0%
Value ($000) $7 Shares 648 Est. Cost $10.03 Unrealized 0.0%
JETS ETF SER 0.0%
Value ($000) $7 Shares 271 Est. Cost $25.35 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $44.64 Unrealized 0.0%
UAA UNDER ARMOUR 0.0%
Value ($000) $7 Shares 800 Est. Cost $9.14 Unrealized 0.0%
PDM PIEDMONT OFFICE 0.0%
Value ($000) $7 Shares 712 Est. Cost $9.15 Unrealized
GSLC GOLDMAN SACHS 0.0%
Value ($000) $6 Shares 55 Est. Cost $115.18 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $6 Shares 69 Est. Cost $87.00 Unrealized 0.0%
EWJ ISHARES MSCI 0.0%
Value ($000) $6 Shares 93 Est. Cost $67.08 Unrealized
LYB LYONDELLBASELL INDUSTRIE 0.0%
Value ($000) $6 Shares 79 Est. Cost $75.68 Unrealized 0.0%
TXNM TXNM ENERGY 0.0%
Value ($000) $6 Shares 117 Est. Cost $46.17 Unrealized 0.0%
NXT NEXTRACKER INC 0.0%
Value ($000) $6 Shares 156 Est. Cost $36.62 Unrealized 0.0%
DG DOLLAR GENL 0.0%
Value ($000) $5 Shares 72 Est. Cost $76.78 Unrealized 0.0%
WH WYNDHAM HOTELS 0.0%
Value ($000) $5 Shares 54 Est. Cost $92.82 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $97.26 Unrealized 0.0%
LVS LAS VEGAS SANDS 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.69 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $140.81 Unrealized 0.0%
FTRE FORTREA HOLDINGS 0.0%
Value ($000) $5 Shares 269 Est. Cost $19.49 Unrealized 0.0%
JEPI JPMORGAN 0.0%
Value ($000) $5 Shares 87 Est. Cost $57.53 Unrealized
LNC LINCOLN NATL CORP IN 0.0%
Value ($000) $5 Shares 157 Est. Cost $31.25 Unrealized 0.0%
CGGR CAPITAL GROUP 0.0%
Value ($000) $5 Shares 134 Est. Cost $37.08 Unrealized
WBD WARNER BROS 0.0%
Value ($000) $5 Shares 457 Est. Cost $9.29 Unrealized 0.0%
MFS INTERMEDIATE INCOME 0.0%
Value ($000) $5 Shares 1,771 Est. Cost $2.66 Unrealized
ETN EATON CORP 0.0%
Value ($000) $5 Shares 15 Est. Cost $347.11 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $4 Shares 31 Est. Cost $149.59 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $4 Shares 56 Est. Cost $83.84 Unrealized 0.0%
IP INTL PAPER 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.32 Unrealized 0.0%
JCI JOHNSON CONTROLS 0.0%
Value ($000) $4 Shares 55 Est. Cost $79.25 Unrealized 0.0%
FVAL FIDELITY COVINGTON 0.0%
Value ($000) $4 Shares 68 Est. Cost $61.03 Unrealized
OHI OMEGA HEALTHCARE 0.0%
Value ($000) $4 Shares 110 Est. Cost $37.60 Unrealized
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $4 Shares 36 Est. Cost $123.15 Unrealized 0.0%
FULT FULTON FINANCIAL 0.0%
Value ($000) $4 Shares 211 Est. Cost $18.64 Unrealized 0.0%
VWO VANGUARD FSTE 0.0%
Value ($000) $4 Shares 92 Est. Cost $44.04 Unrealized
CALAMOS CONVERTIBLE 0.0%
Value ($000) $4 Shares 333 Est. Cost $12.14 Unrealized
VSS VANGUARD FTSE 0.0%
Value ($000) $4 Shares 33 Est. Cost $114.48 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.68 Unrealized 0.0%
FIVE FIVE BELOW 0.0%
Value ($000) $4 Shares 35 Est. Cost $95.67 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.56 Unrealized 0.0%
KMB KIMBERLY CLARK 0.0%
Value ($000) $4 Shares 27 Est. Cost $130.11 Unrealized 0.0%
ASML ASML HOLDING 0.0%
Value ($000) $3 Shares 6 Est. Cost $579.67 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $88.94 Unrealized 0.0%
IJT ISHARES S&P 0.0%
Value ($000) $3 Shares 24 Est. Cost $135.38 Unrealized
IWS ISHARES RUSS 0.0%
Value ($000) $3 Shares 25 Est. Cost $129.36 Unrealized
EMXC ISHARES MSCI 0.0%
Value ($000) $3 Shares 58 Est. Cost $55.45 Unrealized
ABAT AMERICAN BATTERY 0.0%
Value ($000) $3 Shares 1,264 Est. Cost $1.12 Unrealized 0.0%
BOND PIMCO ACTIVE 0.0%
Value ($000) $3 Shares 35 Est. Cost $88.77 Unrealized
IWP ISHARES RUSSELL 0.0%
Value ($000) $3 Shares 23 Est. Cost $126.74 Unrealized
VFH VANGUARD FINANCIALS 0.0%
Value ($000) $3 Shares 25 Est. Cost $114.08 Unrealized
VXUS VANGUARD TOTAL 0.0%
Value ($000) $3 Shares 48 Est. Cost $58.69 Unrealized
RWT REDWOOD TRUST INC 0.0%
Value ($000) $3 Shares 419 Est. Cost $6.52 Unrealized
VRT VERTIV HOLDINGS 0.0%
Value ($000) $3 Shares 25 Est. Cost $118.54 Unrealized 0.0%
TNL TRAVEL LEISURE 0.0%
Value ($000) $3 Shares 54 Est. Cost $48.39 Unrealized 0.0%
FREL FIDELITY MSCI 0.0%
Value ($000) $3 Shares 98 Est. Cost $26.92 Unrealized
ARKF ARK FINTECH 0.0%
Value ($000) $3 Shares 71 Est. Cost $37.06 Unrealized
IWN ISHARES RUSSELL 0.0%
Value ($000) $3 Shares 16 Est. Cost $164.19 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $65.38 Unrealized 0.0%
AGZD WISDOMTREE TRUST 0.0%
Value ($000) $3 Shares 116 Est. Cost $22.28 Unrealized
YUMC YUM CHINA 0.0%
Value ($000) $3 Shares 54 Est. Cost $47.42 Unrealized 0.0%
JOBY JOBY AVIATION 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.63 Unrealized 0.0%
SCHA SCHWAB US 0.0%
Value ($000) $2 Shares 91 Est. Cost $25.74 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $2 Shares 24 Est. Cost $101.45 Unrealized 0.0%
TAN INVESCO SOLAR 0.0%
Value ($000) $2 Shares 71 Est. Cost $32.90 Unrealized
XLK SECTOR TECHNOLOGY 0.0%
Value ($000) $2 Shares 10 Est. Cost $232.50 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2 Shares 115 Est. Cost $22.54 Unrealized 0.0%
MGA MAGNA INTERNATIONAL 0.0%
Value ($000) $2 Shares 55 Est. Cost $41.14 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $2 Shares 292 Est. Cost $7.87 Unrealized
SCHM SCHWAB US 0.0%
Value ($000) $2 Shares 82 Est. Cost $27.49 Unrealized
IWO ISHARES RUSSELL 0.0%
Value ($000) $2 Shares 7 Est. Cost $287.86 Unrealized
MOD MODINE MANUFACTURING 0.0%
Value ($000) $2 Shares 17 Est. Cost $128.66 Unrealized 0.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $2 Shares 12 Est. Cost $157.37 Unrealized 0.0%
NVT NVENT ELECTRIC 0.0%
Value ($000) $2 Shares 28 Est. Cost $72.71 Unrealized 0.0%
PLUG PLUG POWER 0.0%
Value ($000) $2 Shares 850 Est. Cost $2.18 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.85 Unrealized 0.0%
HACK AMPLIFY TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.00 Unrealized
VIPER ENERGY 0.0%
Value ($000) $2 Shares 34 Est. Cost $48.03 Unrealized
EQT EQT CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $40.68 Unrealized 0.0%
AMR ALPHA METALLURGICAL 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.90 Unrealized 0.0%
KRP KIMBELL ROYALTY 0.0%
Value ($000) $2 Shares 97 Est. Cost $16.22 Unrealized
KWEB KRANESHARES TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $29.06 Unrealized
WCLD WISDOMTREE CLOUD 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.52 Unrealized
GOVZ ISHARES 25 0.0%
Value ($000) $1 Shares 151 Est. Cost $9.88 Unrealized
HIGH SIMPLIFY ENHANCED 0.0%
Value ($000) $1 Shares 65 Est. Cost $22.95 Unrealized
JD JD.COM INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $34.67 Unrealized
EFC ELLINGTON FINANCIAL 0.0%
Value ($000) $1 Shares 108 Est. Cost $12.05 Unrealized
PRCT PROCEPT BIOROBOTICS 0.0%
Value ($000) $1 Shares 16 Est. Cost $85.43 Unrealized 0.0%
USFR WISDOMTREE FLOATING 0.0%
Value ($000) $1 Shares 25 Est. Cost $49.68 Unrealized
OLB OLB GROUP 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.01 Unrealized 0.0%
CBRL CRACKER BARREL 0.0%
Value ($000) $1 Shares 23 Est. Cost $48.07 Unrealized 0.0%
XLE SECTOR ENERGY 0.0%
Value ($000) $1 Shares 14 Est. Cost $85.64 Unrealized
CGXU CAPITAL GROUP 0.0%
Value ($000) $1 Shares 47 Est. Cost $24.49 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.66 Unrealized 0.0%
CMP COMPASS MNRLS 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.06 Unrealized 0.0%
AIRJW AIRJOULE TECHNOLOGIES 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.10 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.55 Unrealized 0.0%
PRINCIPAL REAL 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.84 Unrealized
TRV TRAVELERS COS 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.86 Unrealized 0.0%
KRE SPDR S&P 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.82 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 5 Est. Cost $192.50 Unrealized 0.0%
FBIO FORTRESS BIOTECH 0.0%
Value ($000) $1 Shares 460 Est. Cost $1.81 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $44.61 Unrealized 0.0%
PTON PELOTON INTERACTIVE 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized 0.0%
AVA AVISTA CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.43 Unrealized 0.0%
VERU INC 0.0%
Value ($000) $1 Shares 950 Est. Cost $0.65 Unrealized
QTUM ETF SER 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.14 Unrealized
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $0 Shares 10 Est. Cost $48.86 Unrealized 0.0%
CGC CANOPY GROWTH 0.0%
Value ($000) $0 Shares 155 Est. Cost $3.97 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $47.80 Unrealized 0.0%
GUGGENHEIM STRATEGIC 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.27 Unrealized
NWSA NEWS CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.66 Unrealized 0.0%
JBLU JETBLUE AIRWAYS 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.78 Unrealized 0.0%
CMPX COMPASS THERAPEUTICS 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.66 Unrealized 0.0%
IBIT ISHARES BITCOIN 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 42 Est. Cost $4.33 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.17 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.90 Unrealized 0.0%
IPO RENAISSANCE CAPITAL 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.50 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.20 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.98 Unrealized 0.0%
MONEYLION INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.18 Unrealized
ACB AURORA CANNABIS 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.91 Unrealized 0.0%
CALL 1 UNDER ARMOUR CL C 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
URGENTLY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized