Marshall & Sterling Wealth Advisors Inc. Diversified Active

CIK: 0002056315 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $147,137 (100.0% shares, 0.0% debt)

Holdings (637)

VCIT VANGUARD INTERMEDIATE 6.3%
Value ($000) $9,288 Shares 113,600 Est. Cost $80.51 Unrealized
DGRW WISDOMTREE US 6.1%
Value ($000) $8,926 Shares 111,776 Est. Cost $80.93 Unrealized
MOAT VANECK MORNINGSTAR 5.7%
Value ($000) $8,325 Shares 94,607 Est. Cost $92.72 Unrealized
RSP INVESCO S&ampP 4.8%
Value ($000) $7,013 Shares 40,477 Est. Cost $175.16 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.9%
Value ($000) $5,685 Shares 29,309 Est. Cost $195.71 Unrealized
VUG VANGUARD GROWTH 3.6%
Value ($000) $5,282 Shares 14,232 Est. Cost $410.42 Unrealized
VGT VANGUARD INFORMATION 3.5%
Value ($000) $5,164 Shares 9,515 Est. Cost $621.78 Unrealized
HELO JPMORGAN HEDGED 3.3%
Value ($000) $4,891 Shares 81,945 Est. Cost $61.90 Unrealized
COWZ PACER US 3.0%
Value ($000) $4,462 Shares 81,488 Est. Cost $56.48 Unrealized
FDVV FIDELITY COVINGTON TRUST 2.9%
Value ($000) $4,233 Shares 85,351 Est. Cost $49.92 Unrealized
RWK INVESCO S&ampP 2.6%
Value ($000) $3,812 Shares 35,327 Est. Cost $116.23 Unrealized
VO VANGUARD INDEX FDS 2.4%
Value ($000) $3,467 Shares 13,403 Est. Cost $264.13 Unrealized
HEGD SWAN HEDGED 2.3%
Value ($000) $3,454 Shares 157,695 Est. Cost $22.39 Unrealized
VCSH VANGUARD SHORT 2.3%
Value ($000) $3,321 Shares 42,083 Est. Cost $78.01 Unrealized
QDPL PACER METAURUS 2.2%
Value ($000) $3,284 Shares 89,925 Est. Cost $38.23 Unrealized
TORTISE NORTH 1.9%
Value ($000) $2,822 Shares 77,600 Est. Cost $34.24 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $2,064 Shares 19,744 Est. Cost $115.22 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,963 Shares 8,838 Est. Cost $233.99 Unrealized -1.4%
BBJP JPMORGAN BETABUILDERS 1.3%
Value ($000) $1,948 Shares 34,700 Est. Cost $54.89 Unrealized
UTWO U S TREASURY 1.3%
Value ($000) $1,916 Shares 39,537 Est. Cost $48.46 Unrealized
BRK/B BERKSHIRE HATHAWAY 1.2%
Value ($000) $1,800 Shares 3,380 Est. Cost $462.54 Unrealized +5.1%
QUAL ISHARES MSCI 1.2%
Value ($000) $1,759 Shares 10,287 Est. Cost $177.95 Unrealized
RSPU INVESCO S&ampP 1.2%
Value ($000) $1,745 Shares 25,060 Est. Cost $65.73 Unrealized
ITA ISHARES AEROSPACE 1.2%
Value ($000) $1,743 Shares 11,379 Est. Cost $145.35 Unrealized
IBM INTL BUSINESS 1.2%
Value ($000) $1,742 Shares 7,005 Est. Cost $216.31 Unrealized +10.7%
JEPQ JPMORGAN 1.1%
Value ($000) $1,666 Shares 32,172 Est. Cost $56.32 Unrealized
SPY SPDR S&ampP 1.1%
Value ($000) $1,575 Shares 2,816 Est. Cost $585.94 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $1,555 Shares 94,130 Est. Cost $16.34 Unrealized
LOUP INNOVATOR DEEPWATER 1.0%
Value ($000) $1,410 Shares 31,049 Est. Cost $53.34 Unrealized
TBIL U S TREASURY 0.9%
Value ($000) $1,359 Shares 27,180 Est. Cost $50.00 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,323 Shares 3,521 Est. Cost $418.72 Unrealized -3.3%
PG PROCTER &amp GAMBLE 0.9%
Value ($000) $1,278 Shares 7,496 Est. Cost $165.73 Unrealized -1.1%
DGRS WISDOMTREE US 0.9%
Value ($000) $1,264 Shares 27,180 Est. Cost $50.84 Unrealized
NSC NORFOLK SOUTHERN 0.8%
Value ($000) $1,153 Shares 4,870 Est. Cost $248.46 Unrealized -3.7%
AMZN AMAZON COM 0.6%
Value ($000) $813 Shares 4,273 Est. Cost $206.32 Unrealized +5.2%
NULG NUVEEN ESG 0.5%
Value ($000) $783 Shares 10,004 Est. Cost $85.84 Unrealized
GLDM WORLD GOLD 0.5%
Value ($000) $699 Shares 11,299 Est. Cost $52.53 Unrealized
OBIL U S TREASURY 0.5%
Value ($000) $673 Shares 13,410 Est. Cost $50.19 Unrealized
HD HOME DEPOT 0.4%
Value ($000) $660 Shares 1,800 Est. Cost $396.09 Unrealized -3.9%
SHY ISHARES 1-3YR 0.4%
Value ($000) $657 Shares 7,943 Est. Cost $81.97 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $636 Shares 2,041 Est. Cost $286.17 Unrealized +0.4%
XBIL U S TREASURY 0.4%
Value ($000) $632 Shares 12,606 Est. Cost $50.17 Unrealized
NUVEEN NEW YORK 0.4%
Value ($000) $628 Shares 76,029 Est. Cost $8.05 Unrealized
XAWPX ABRDN GLOBAL 0.4%
Value ($000) $625 Shares 161,201 Est. Cost $3.86 Unrealized
COHEN &amp STEERS 0.4%
Value ($000) $609 Shares 48,474 Est. Cost $12.24 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $602 Shares 3,891 Est. Cost $175.14 Unrealized +3.2%
CBOE CBOE GLOBAL 0.4%
Value ($000) $594 Shares 2,624 Est. Cost $204.65 Unrealized +0.9%
COHEN&ampSTEERS 0.4%
Value ($000) $594 Shares 49,104 Est. Cost $11.60 Unrealized
WM WASTE MANAGEMENT 0.4%
Value ($000) $575 Shares 2,487 Est. Cost $211.21 Unrealized +3.4%
COST COSTCO WHOLESALE 0.4%
Value ($000) $571 Shares 604 Est. Cost $922.64 Unrealized +5.2%
TLT ISHARES 20 0.4%
Value ($000) $571 Shares 6,277 Est. Cost $87.33 Unrealized
BCPC BALCHEM CORP 0.4%
Value ($000) $560 Shares 3,375 Est. Cost $171.62 Unrealized -5.0%
ZTS ZOETIS INC 0.4%
Value ($000) $548 Shares 3,327 Est. Cost $175.04 Unrealized -6.0%
CRWD CROWDSTRIKE HOLDINGS 0.4%
Value ($000) $532 Shares 1,510 Est. Cost $332.51 Unrealized +14.6%
NVDA NVIDIA CORP 0.4%
Value ($000) $532 Shares 4,912 Est. Cost $132.57 Unrealized -4.4%
LMT LOCKHEED MARTIN 0.4%
Value ($000) $517 Shares 1,158 Est. Cost $525.70 Unrealized -14.7%
AXP AMERICAN EXPRESS 0.3%
Value ($000) $514 Shares 1,910 Est. Cost $283.58 Unrealized +3.1%
NUVEEN REAL 0.3%
Value ($000) $497 Shares 60,301 Est. Cost $8.63 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $493 Shares 1,286 Est. Cost $485.75 Unrealized -11.7%
FANG DIAMONDBACK ENERGY 0.3%
Value ($000) $473 Shares 2,958 Est. Cost $169.53 Unrealized -7.3%
NOW SERVICENOW INC 0.3%
Value ($000) $450 Shares 565 Est. Cost $202.58 Unrealized -4.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $362 Shares 3,443 Est. Cost $102.17 Unrealized -5.3%
ABBV ABBVIE INC 0.2%
Value ($000) $360 Shares 1,718 Est. Cost $177.41 Unrealized +6.8%
AVGO BROADCOM INC 0.2%
Value ($000) $346 Shares 2,067 Est. Cost $209.82 Unrealized 0.0%
XOM EXXON MOBIL 0.2%
Value ($000) $335 Shares 2,814 Est. Cost $111.60 Unrealized -3.9%
NUSC NUVEEN ESG 0.2%
Value ($000) $326 Shares 8,507 Est. Cost $41.88 Unrealized
ETN EATON CORP 0.2%
Value ($000) $316 Shares 1,160 Est. Cost $309.04 Unrealized -0.2%
FIW FIRST TRUST 0.2%
Value ($000) $309 Shares 3,066 Est. Cost $102.04 Unrealized
CARR CARRIER GLOBAL 0.2%
Value ($000) $288 Shares 4,549 Est. Cost $73.76 Unrealized -10.8%
JPM JPMORGAN CHASE 0.2%
Value ($000) $287 Shares 1,168 Est. Cost $230.89 Unrealized +8.7%
VYM VANGUARD HIGH 0.2%
Value ($000) $270 Shares 2,093 Est. Cost $127.56 Unrealized
SCHW SCHWAB CHARLES 0.2%
Value ($000) $269 Shares 3,428 Est. Cost $76.00 Unrealized +2.2%
IWR ISHARES RUSSELL 0.2%
Value ($000) $259 Shares 3,042 Est. Cost $88.39 Unrealized
IWD ISHARES RUSSELL 0.2%
Value ($000) $257 Shares 1,368 Est. Cost $185.11 Unrealized
XJH ISHARES ESG 0.2%
Value ($000) $254 Shares 6,509 Est. Cost $41.84 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $251 Shares 1,220 Est. Cost $241.74 Unrealized -10.2%
SRVR PACER DATA 0.2%
Value ($000) $243 Shares 8,263 Est. Cost $29.98 Unrealized
ROP ROPER TECHNOLOGIES 0.2%
Value ($000) $232 Shares 393 Est. Cost $544.39 Unrealized +2.4%
USMV ISHARES TR 0.2%
Value ($000) $230 Shares 2,452 Est. Cost $88.77 Unrealized
VNLA JANUS HENDERSON 0.2%
Value ($000) $224 Shares 4,563 Est. Cost $48.90 Unrealized
BK BANK NEW YORK 0.1%
Value ($000) $216 Shares 2,570 Est. Cost $75.52 Unrealized +9.3%
GOOG ALPHABET INC 0.1%
Value ($000) $215 Shares 1,377 Est. Cost $176.58 Unrealized +3.3%
PSX PHILLIPS 66 0.1%
Value ($000) $203 Shares 1,647 Est. Cost $122.03 Unrealized -2.3%
ESGD ISHARES ESG 0.1%
Value ($000) $200 Shares 2,444 Est. Cost $76.13 Unrealized
WMT WALMART INC 0.1%
Value ($000) $187 Shares 2,131 Est. Cost $87.46 Unrealized +6.3%
CBU COMMUNITY FINANCIAL 0.1%
Value ($000) $179 Shares 3,150 Est. Cost $61.67 Unrealized -2.6%
SCHP SCHWAB US 0.1%
Value ($000) $177 Shares 6,567 Est. Cost $25.83 Unrealized
HYD VANECK HIGH 0.1%
Value ($000) $175 Shares 3,429 Est. Cost $51.90 Unrealized
ADP AUTOMATIC DATA 0.1%
Value ($000) $174 Shares 571 Est. Cost $287.98 Unrealized +2.6%
ROM PROSHARES ULTRA 0.1%
Value ($000) $173 Shares 3,231 Est. Cost $69.72 Unrealized
FEZ SPDR EURO 0.1%
Value ($000) $167 Shares 3,064 Est. Cost $54.43 Unrealized
STIP ISHARES 0-5 0.1%
Value ($000) $162 Shares 1,569 Est. Cost $100.58 Unrealized
META META PLATFORMS 0.1%
Value ($000) $161 Shares 279 Est. Cost $627.10 Unrealized +2.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $160 Shares 926 Est. Cost $169.29 Unrealized
MORT VANECK MORTGAGE 0.1%
Value ($000) $153 Shares 13,674 Est. Cost $11.17 Unrealized
SCHO SCHWAB SHORT 0.1%
Value ($000) $147 Shares 6,053 Est. Cost $24.06 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $139 Shares 699 Est. Cost $217.44 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $139 Shares 598 Est. Cost $260.37 Unrealized -7.0%
FCTR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $136 Shares 4,387 Est. Cost $32.94 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $133 Shares 886 Est. Cost $155.44 Unrealized -7.7%
VHT VANGUARD HEALTH 0.1%
Value ($000) $130 Shares 491 Est. Cost $253.52 Unrealized
IEFA ISHARES CORE 0.1%
Value ($000) $130 Shares 1,718 Est. Cost $74.01 Unrealized
GOVT ISHARES U S 0.1%
Value ($000) $118 Shares 5,129 Est. Cost $22.99 Unrealized
IEMG ISHARES CORE 0.1%
Value ($000) $116 Shares 2,153 Est. Cost $52.98 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $110 Shares 944 Est. Cost $122.19 Unrealized +3.0%
MTB M&ampT BANK 0.1%
Value ($000) $110 Shares 614 Est. Cost $192.14 Unrealized -4.0%
ARKW ARK NEXT 0.1%
Value ($000) $98 Shares 1,038 Est. Cost $107.94 Unrealized
DFUS DIMENSIONAL US 0.1%
Value ($000) $94 Shares 1,552 Est. Cost $63.73 Unrealized
PLTR PALANTIR TECHNOLOGIES 0.1%
Value ($000) $93 Shares 1,102 Est. Cost $61.36 Unrealized +43.1%
DVY ISHARES SELECT 0.1%
Value ($000) $89 Shares 660 Est. Cost $131.15 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $87 Shares 165 Est. Cost $516.31 Unrealized -3.3%
BAC BANK AMERICA 0.1%
Value ($000) $85 Shares 2,045 Est. Cost $43.35 Unrealized +0.6%
IWY ISHARES RUSSELL 0.1%
Value ($000) $82 Shares 390 Est. Cost $235.02 Unrealized
ARKK ARK INNOVATION 0.1%
Value ($000) $82 Shares 1,725 Est. Cost $56.77 Unrealized
LLY ELI LILLY 0.1%
Value ($000) $82 Shares 99 Est. Cost $825.23 Unrealized +0.2%
GE GE AEROSPACE 0.1%
Value ($000) $80 Shares 400 Est. Cost $182.49 Unrealized +7.3%
MDY SPDR S&ampP 0.1%
Value ($000) $78 Shares 147 Est. Cost $568.27 Unrealized
SPYG SPDR PORTFOLIO 0.1%
Value ($000) $77 Shares 956 Est. Cost $80.37 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $75 Shares 291 Est. Cost $329.46 Unrealized +1.2%
BR BROADRIDGE FINANCIAL 0.1%
Value ($000) $75 Shares 311 Est. Cost $221.70 Unrealized +4.6%
PFE PFIZER INC 0.1%
Value ($000) $74 Shares 2,916 Est. Cost $24.99 Unrealized -1.1%
JHMM JOHN HANCOCK 0.1%
Value ($000) $74 Shares 1,286 Est. Cost $59.73 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $74 Shares 223 Est. Cost $380.68 Unrealized -7.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $70 Shares 3,255 Est. Cost $22.70 Unrealized
SPMD SPDR PORTFOLIO 0.0%
Value ($000) $70 Shares 1,364 Est. Cost $51.18 Unrealized
MDYG SPDR SERIES 0.0%
Value ($000) $68 Shares 862 Est. Cost $86.80 Unrealized
JNJ JOHNSON &amp JOHNSON 0.0%
Value ($000) $67 Shares 401 Est. Cost $152.23 Unrealized +0.1%
CGGR CAPITAL GROUP 0.0%
Value ($000) $65 Shares 1,893 Est. Cost $34.46 Unrealized
LH LABCORP HOLDINGS 0.0%
Value ($000) $64 Shares 275 Est. Cost $226.47 Unrealized +6.1%
DFAT DIMENSIONAL US 0.0%
Value ($000) $63 Shares 1,233 Est. Cost $55.64 Unrealized
VMBS VANGUARD MORTGAGE 0.0%
Value ($000) $62 Shares 1,345 Est. Cost $45.33 Unrealized
PM PHILIP MORRIS 0.0%
Value ($000) $62 Shares 388 Est. Cost $136.99 Unrealized 0.0%
CGDV CAPITAL GROUP 0.0%
Value ($000) $61 Shares 1,725 Est. Cost $35.64 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $61 Shares 194 Est. Cost $290.76 Unrealized +0.7%
ROST ROSS STORES 0.0%
Value ($000) $59 Shares 461 Est. Cost $143.54 Unrealized -3.5%
CGUS CAPITAL GROUP 0.0%
Value ($000) $59 Shares 1,757 Est. Cost $33.40 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $58 Shares 347 Est. Cost $150.48 Unrealized 0.0%
HDV ISHARES CORE 0.0%
Value ($000) $57 Shares 474 Est. Cost $121.16 Unrealized
TFC TRUIST FINANCIAL 0.0%
Value ($000) $56 Shares 1,367 Est. Cost $42.69 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $56 Shares 209 Est. Cost $310.75 Unrealized -0.6%
SPYV SPDR PORTFOLIO 0.0%
Value ($000) $55 Shares 1,079 Est. Cost $51.07 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $55 Shares 490 Est. Cost $97.24 Unrealized
CGCB CAPITAL GROUP 0.0%
Value ($000) $55 Shares 2,076 Est. Cost $26.28 Unrealized
VOO VANGUARD S&ampP 0.0%
Value ($000) $54 Shares 106 Est. Cost $536.69 Unrealized
WFC WELLS FARGO 0.0%
Value ($000) $54 Shares 758 Est. Cost $68.74 Unrealized +7.2%
DOC HEALTHPEAK PPTYS 0.0%
Value ($000) $53 Shares 2,636 Est. Cost $19.06 Unrealized 0.0%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $53 Shares 524 Est. Cost $100.70 Unrealized 0.0%
XSD SPDR SERIES 0.0%
Value ($000) $53 Shares 262 Est. Cost $248.45 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $53 Shares 1,159 Est. Cost $39.42 Unrealized +0.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $52 Shares 531 Est. Cost $103.98 Unrealized +2.2%
IJH ISHARES CORE 0.0%
Value ($000) $52 Shares 898 Est. Cost $61.63 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $52 Shares 172 Est. Cost $281.18 Unrealized -1.8%
CPRT COPART INC 0.0%
Value ($000) $51 Shares 908 Est. Cost $56.86 Unrealized -1.0%
T AT&ampT INC 0.0%
Value ($000) $50 Shares 1,765 Est. Cost $21.51 Unrealized +13.2%
WDFC WD 40 0.0%
Value ($000) $50 Shares 204 Est. Cost $260.26 Unrealized -10.9%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $49 Shares 2,058 Est. Cost $23.67 Unrealized
MBB ISHARES MBS 0.0%
Value ($000) $48 Shares 517 Est. Cost $93.78 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $48 Shares 291 Est. Cost $197.34 Unrealized
VB VANGUARD SMALL 0.0%
Value ($000) $48 Shares 217 Est. Cost $221.76 Unrealized
APLE APPLE HOSPITALITY 0.0%
Value ($000) $48 Shares 3,724 Est. Cost $15.35 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $48 Shares 198 Est. Cost $221.89 Unrealized 0.0%
ITW ILLINOIS TOOL 0.0%
Value ($000) $48 Shares 192 Est. Cost $250.69 Unrealized 0.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $47 Shares 87 Est. Cost $544.86 Unrealized +8.4%
DFAS DIMENSIONAL US 0.0%
Value ($000) $47 Shares 780 Est. Cost $65.03 Unrealized
DLR DIGITAL REALTY 0.0%
Value ($000) $46 Shares 322 Est. Cost $170.30 Unrealized -7.2%
QYLD GLOBAL X 0.0%
Value ($000) $45 Shares 2,721 Est. Cost $18.22 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $45 Shares 48 Est. Cost $92.17 Unrealized +3.2%
MRK MERCK &amp COMPANY 0.0%
Value ($000) $45 Shares 496 Est. Cost $97.73 Unrealized -7.8%
CMCSA COMCAST CORP 0.0%
Value ($000) $44 Shares 1,202 Est. Cost $39.04 Unrealized -10.2%
SUSC ISHARES ESG 0.0%
Value ($000) $43 Shares 1,882 Est. Cost $22.76 Unrealized
CGCP CAPITAL GROUP 0.0%
Value ($000) $43 Shares 1,931 Est. Cost $22.45 Unrealized
VTI VANGUARD TOTAL 0.0%
Value ($000) $43 Shares 158 Est. Cost $277.71 Unrealized
CGXU CAPITAL GROUP 0.0%
Value ($000) $43 Shares 1,737 Est. Cost $24.49 Unrealized
XMLV INVESCO S&ampP 0.0%
Value ($000) $43 Shares 689 Est. Cost $60.76 Unrealized
ACM AECOM 0.0%
Value ($000) $42 Shares 457 Est. Cost $105.76 Unrealized -5.1%
PANW PALO ALTO 0.0%
Value ($000) $42 Shares 246 Est. Cost $186.51 Unrealized -0.9%
SPIB SPDR PORTFOLIO 0.0%
Value ($000) $41 Shares 1,245 Est. Cost $33.24 Unrealized
NUVEEN DOW 0.0%
Value ($000) $41 Shares 2,837 Est. Cost $15.06 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $41 Shares 1,196 Est. Cost $31.36 Unrealized
JHSC JOHN HANCOCK 0.0%
Value ($000) $41 Shares 1,088 Est. Cost $39.73 Unrealized
IJJ ISHARES S&ampP 0.0%
Value ($000) $40 Shares 337 Est. Cost $124.71 Unrealized
GL GLOBE LIFE 0.0%
Value ($000) $40 Shares 305 Est. Cost $121.58 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $40 Shares 359 Est. Cost $95.23 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $39 Shares 330 Est. Cost $122.65 Unrealized 0.0%
AMD ADVANCED MICRO 0.0%
Value ($000) $39 Shares 383 Est. Cost $126.13 Unrealized -11.8%
IWB ISHARES RUSSELL 0.0%
Value ($000) $39 Shares 128 Est. Cost $306.74 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $39 Shares 394 Est. Cost $96.80 Unrealized -1.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $39 Shares 431 Est. Cost $86.94 Unrealized +0.5%
NUVEEN NEW YORK 0.0%
Value ($000) $38 Shares 3,738 Est. Cost $10.46 Unrealized
RDVY FIRST TRUST 0.0%
Value ($000) $38 Shares 649 Est. Cost $59.10 Unrealized
HPQ HP INC 0.0%
Value ($000) $38 Shares 1,372 Est. Cost $33.45 Unrealized -9.2%
IR INGERSOLL RAND 0.0%
Value ($000) $37 Shares 466 Est. Cost $87.04 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $37 Shares 380 Est. Cost $100.99 Unrealized 0.0%
IUSG ISHARES S&ampP 0.0%
Value ($000) $37 Shares 290 Est. Cost $127.08 Unrealized
XEL XCEL ENERGY 0.0%
Value ($000) $36 Shares 510 Est. Cost $66.02 Unrealized 0.0%
VEA VANGUARD FTSE 0.0%
Value ($000) $36 Shares 701 Est. Cost $48.70 Unrealized
WESTERN ASSET 0.0%
Value ($000) $35 Shares 8,422 Est. Cost $4.21 Unrealized
SUN SUNOCO LTD 0.0%
Value ($000) $35 Shares 602 Est. Cost $51.44 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $35 Shares 75 Est. Cost $448.71 Unrealized -0.9%
EDV VANGUARD EXTENDED 0.0%
Value ($000) $34 Shares 485 Est. Cost $67.58 Unrealized
AME AMETEK INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $180.63 Unrealized 0.0%
IYH ISHARES U S 0.0%
Value ($000) $34 Shares 560 Est. Cost $58.20 Unrealized
EATON VANCE 0.0%
Value ($000) $34 Shares 3,400 Est. Cost $9.77 Unrealized
IHI ISHARES U S 0.0%
Value ($000) $34 Shares 560 Est. Cost $58.27 Unrealized
IAU ISHARES GOLD 0.0%
Value ($000) $33 Shares 560 Est. Cost $49.51 Unrealized
QQQ INVESCO QQQ 0.0%
Value ($000) $33 Shares 69 Est. Cost $508.06 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $33 Shares 293 Est. Cost $105.40 Unrealized -1.3%
SPGI S&ampP GLOBAL 0.0%
Value ($000) $32 Shares 63 Est. Cost $507.58 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $32 Shares 262 Est. Cost $138.30 Unrealized -8.3%
FSK FS KKR 0.0%
Value ($000) $32 Shares 1,504 Est. Cost $17.57 Unrealized +9.5%
UPS UNITED PARCEL 0.0%
Value ($000) $31 Shares 283 Est. Cost $121.11 Unrealized -7.0%
SPSM SPDR PORTFOLIO 0.0%
Value ($000) $31 Shares 761 Est. Cost $40.76 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $31 Shares 221 Est. Cost $170.74 Unrealized -5.4%
GAL SPDR SSGA 0.0%
Value ($000) $31 Shares 688 Est. Cost $44.16 Unrealized
CSX CSX CORP 0.0%
Value ($000) $31 Shares 1,038 Est. Cost $33.25 Unrealized -5.9%
EWBC EAST WEST 0.0%
Value ($000) $30 Shares 339 Est. Cost $94.42 Unrealized -1.7%
MPWR MONOLITHIC POWER 0.0%
Value ($000) $30 Shares 52 Est. Cost $624.99 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $30 Shares 900 Est. Cost $37.01 Unrealized +5.9%
SYK STRYKER CORP 0.0%
Value ($000) $29 Shares 79 Est. Cost $377.08 Unrealized 0.0%
SJM SMUCKER JM 0.0%
Value ($000) $29 Shares 248 Est. Cost $109.96 Unrealized -5.1%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $29 Shares 263 Est. Cost $116.71 Unrealized -6.6%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $29 Shares 362 Est. Cost $76.08 Unrealized 0.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $28 Shares 400 Est. Cost $71.33 Unrealized -3.8%
MCO MOODYS CORP 0.0%
Value ($000) $28 Shares 60 Est. Cost $478.56 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $28 Shares 209 Est. Cost $118.74 Unrealized +5.7%
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $27 Shares 874 Est. Cost $29.11 Unrealized +28.7%
V VISA INC 0.0%
Value ($000) $27 Shares 77 Est. Cost $336.32 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $27 Shares 148 Est. Cost $190.95 Unrealized -0.0%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $26 Shares 274 Est. Cost $92.28 Unrealized 0.0%
IUSV ISHARES CORE 0.0%
Value ($000) $26 Shares 284 Est. Cost $92.29 Unrealized
KEYS KEYSIGHT TECHNOLOGIES 0.0%
Value ($000) $26 Shares 174 Est. Cost $162.29 Unrealized +1.7%
BMY BRISTOL MYERS 0.0%
Value ($000) $26 Shares 423 Est. Cost $53.65 Unrealized +3.4%
CDNS CADENCE DESIGN 0.0%
Value ($000) $26 Shares 101 Est. Cost $278.09 Unrealized 0.0%
BRO BROWN &amp BROWN 0.0%
Value ($000) $26 Shares 206 Est. Cost $111.13 Unrealized 0.0%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $25 Shares 410 Est. Cost $57.70 Unrealized +4.2%
GLD SPDR GOLD 0.0%
Value ($000) $25 Shares 87 Est. Cost $242.13 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $24 Shares 133 Est. Cost $188.71 Unrealized -3.4%
HPE HEWLETT PACKARD 0.0%
Value ($000) $24 Shares 1,546 Est. Cost $19.41 Unrealized 0.0%
VIRTUS CONVERTIBLE 0.0%
Value ($000) $24 Shares 2,062 Est. Cost $11.56 Unrealized
LDOS LEIDOS HOLDINGS 0.0%
Value ($000) $23 Shares 173 Est. Cost $164.34 Unrealized -15.9%
CORNERSTONE TOTAL 0.0%
Value ($000) $22 Shares 3,000 Est. Cost $8.69 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $21 Shares 39 Est. Cost $542.01 Unrealized 0.0%
ICF ISHARES COHEN 0.0%
Value ($000) $21 Shares 347 Est. Cost $60.19 Unrealized
AHR AMERICAN HEALTHCARE 0.0%
Value ($000) $21 Shares 701 Est. Cost $28.41 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $21 Shares 189 Est. Cost $95.59 Unrealized +5.2%
PNR PENTAIR PLC 0.0%
Value ($000) $21 Shares 239 Est. Cost $95.22 Unrealized -0.7%
MRNA MODERNA INC 0.0%
Value ($000) $21 Shares 735 Est. Cost $35.65 Unrealized -0.5%
COO COOPER COS 0.0%
Value ($000) $21 Shares 247 Est. Cost $89.60 Unrealized 0.0%
IVV ISHARES CORE 0.0%
Value ($000) $21 Shares 37 Est. Cost $588.68 Unrealized
IDV ISHARES INTL 0.0%
Value ($000) $21 Shares 666 Est. Cost $27.35 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $21 Shares 285 Est. Cost $79.81 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $20 Shares 135 Est. Cost $176.12 Unrealized -5.4%
FCX FREEPORT MCMORAN 0.0%
Value ($000) $20 Shares 518 Est. Cost $37.81 Unrealized 0.0%
VOD VODAFONE GROUP 0.0%
Value ($000) $19 Shares 2,070 Est. Cost $8.49 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $19 Shares 90 Est. Cost $193.59 Unrealized 0.0%
HLI HOULIHAN LOKEY 0.0%
Value ($000) $19 Shares 116 Est. Cost $169.69 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 118 Est. Cost $132.74 Unrealized +6.7%
HON HONEYWELL INTL 0.0%
Value ($000) $18 Shares 87 Est. Cost $201.15 Unrealized -1.4%
FLG FLAGSTAR FINANCIAL 0.0%
Value ($000) $18 Shares 1,551 Est. Cost $10.86 Unrealized +3.2%
TDY TELEDYNE TECHNOLOGIES 0.0%
Value ($000) $18 Shares 36 Est. Cost $494.63 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $18 Shares 36 Est. Cost $526.21 Unrealized +5.1%
VBR VANGUARD SMALL 0.0%
Value ($000) $17 Shares 94 Est. Cost $196.15 Unrealized
MAR MARRIOTT INTL 0.0%
Value ($000) $17 Shares 71 Est. Cost $271.47 Unrealized -0.8%
DLN WISDOMTREE U S 0.0%
Value ($000) $17 Shares 214 Est. Cost $77.68 Unrealized
ON ON SEMICONDUCTOR 0.0%
Value ($000) $17 Shares 410 Est. Cost $50.33 Unrealized 0.0%
ICE INTERCONTINENTAL EXCH 0.0%
Value ($000) $17 Shares 96 Est. Cost $162.09 Unrealized 0.0%
ADI ANALOG DEVICES 0.0%
Value ($000) $17 Shares 82 Est. Cost $216.79 Unrealized -1.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $17 Shares 266 Est. Cost $58.85 Unrealized -2.9%
MKC MC CORMICK 0.0%
Value ($000) $16 Shares 199 Est. Cost $76.18 Unrealized +0.3%
MET METLIFE INC 0.0%
Value ($000) $16 Shares 198 Est. Cost $80.85 Unrealized +0.4%
GEHC GE HEALTHCARE 0.0%
Value ($000) $16 Shares 196 Est. Cost $85.19 Unrealized +0.7%
NUVEEN REAL 0.0%
Value ($000) $16 Shares 1,214 Est. Cost $12.12 Unrealized
ALC ALCON INC 0.0%
Value ($000) $16 Shares 165 Est. Cost $89.63 Unrealized -0.3%
VBK VANGUARD SMALL 0.0%
Value ($000) $16 Shares 62 Est. Cost $275.90 Unrealized
VONV VANGUARD RUSSELL 0.0%
Value ($000) $15 Shares 184 Est. Cost $82.54 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $15 Shares 155 Est. Cost $99.37 Unrealized 0.0%
VTIP VANGUARD SHORT 0.0%
Value ($000) $15 Shares 298 Est. Cost $49.90 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $15 Shares 61 Est. Cost $249.55 Unrealized 0.0%
CGMS CAPITAL GROUP 0.0%
Value ($000) $14 Shares 521 Est. Cost $27.30 Unrealized
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $14 Shares 27 Est. Cost $492.97 Unrealized -4.7%
KO COCA COLA COMPANY 0.0%
Value ($000) $14 Shares 193 Est. Cost $64.97 Unrealized 0.0%
GEV GE VERNOVA 0.0%
Value ($000) $13 Shares 44 Est. Cost $311.89 Unrealized +11.6%
MPC MARATHON PETROLEUM 0.0%
Value ($000) $13 Shares 91 Est. Cost $148.83 Unrealized -2.5%
PDBC INVESCO OPTIMUM 0.0%
Value ($000) $13 Shares 966 Est. Cost $13.63 Unrealized
VRSK VERISK ANALYTICS 0.0%
Value ($000) $13 Shares 44 Est. Cost $286.33 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 85 Est. Cost $140.30 Unrealized 0.0%
WST WEST PHARMACEUTICAL 0.0%
Value ($000) $13 Shares 58 Est. Cost $274.80 Unrealized 0.0%
IGF ISHARES GLOBAL 0.0%
Value ($000) $13 Shares 235 Est. Cost $54.67 Unrealized
NVO NOVO NORDISK 0.0%
Value ($000) $13 Shares 184 Est. Cost $81.61 Unrealized
CNI CANADIAN NATIONAL 0.0%
Value ($000) $13 Shares 131 Est. Cost $106.87 Unrealized -7.0%
POOL POOL CORP 0.0%
Value ($000) $13 Shares 40 Est. Cost $334.01 Unrealized 0.0%
PNC PNC FINANCIAL 0.0%
Value ($000) $13 Shares 72 Est. Cost $188.81 Unrealized -2.9%
LYB LYONDELLBASELL INDUSTRIE 0.0%
Value ($000) $12 Shares 176 Est. Cost $71.89 Unrealized -4.3%
WMB WILLIAMS COS 0.0%
Value ($000) $12 Shares 206 Est. Cost $55.43 Unrealized 0.0%
CIBR FIRST TRUST 0.0%
Value ($000) $12 Shares 191 Est. Cost $63.36 Unrealized
DPZ DOMINOS PIZZA 0.0%
Value ($000) $12 Shares 26 Est. Cost $445.57 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL 0.0%
Value ($000) $12 Shares 321 Est. Cost $33.12 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $11 Shares 92 Est. Cost $145.49 Unrealized 0.0%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $11 Shares 171 Est. Cost $76.81 Unrealized
UNILEVER PLC 0.0%
Value ($000) $11 Shares 190 Est. Cost $59.61 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $11 Shares 101 Est. Cost $118.79 Unrealized 0.0%
FDS FACTSET RESEARCH 0.0%
Value ($000) $11 Shares 24 Est. Cost $450.41 Unrealized 0.0%
PTNQ PACER TRENDPILOT 0.0%
Value ($000) $11 Shares 153 Est. Cost $73.96 Unrealized
JOBY JOBY AVIATION 0.0%
Value ($000) $11 Shares 1,800 Est. Cost $7.34 Unrealized +1.9%
BKR BAKER HUGHES 0.0%
Value ($000) $11 Shares 246 Est. Cost $43.80 Unrealized 0.0%
LII LENNOX INTL INC 0.0%
Value ($000) $11 Shares 19 Est. Cost $599.68 Unrealized 0.0%
NDSN NORDSON CORP 0.0%
Value ($000) $10 Shares 52 Est. Cost $208.72 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $10 Shares 37 Est. Cost $245.29 Unrealized 0.0%
VWO VANGUARD FSTE 0.0%
Value ($000) $10 Shares 231 Est. Cost $44.79 Unrealized
BSY BENTLEY SYSTEMS 0.0%
Value ($000) $10 Shares 263 Est. Cost $44.39 Unrealized 0.0%
HIG HARTFORD INSURANCE 0.0%
Value ($000) $10 Shares 83 Est. Cost $112.93 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 451 Est. Cost $22.05 Unrealized -0.8%
RTX RTX CORP 0.0%
Value ($000) $10 Shares 77 Est. Cost $124.76 Unrealized 0.0%
ALLE ALLEGION PUBLIC 0.0%
Value ($000) $10 Shares 78 Est. Cost $128.52 Unrealized 0.0%
CADE CADENCE BANK 0.0%
Value ($000) $10 Shares 334 Est. Cost $33.88 Unrealized -5.1%
UBER UBER TECHNOLOGIES 0.0%
Value ($000) $10 Shares 139 Est. Cost $72.04 Unrealized 0.0%
WRB BERKLEY W R 0.0%
Value ($000) $10 Shares 142 Est. Cost $59.72 Unrealized 0.0%
TRGP TARGA RESOURCES 0.0%
Value ($000) $10 Shares 50 Est. Cost $194.68 Unrealized 0.0%
DES WISDOMTREE U S 0.0%
Value ($000) $10 Shares 310 Est. Cost $31.98 Unrealized
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $10 Shares 117 Est. Cost $80.24 Unrealized 0.0%
TEL TE CONNECTIVITY 0.0%
Value ($000) $10 Shares 69 Est. Cost $146.82 Unrealized -0.2%
EXPO EXPONENT INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $85.84 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $10 Shares 101 Est. Cost $97.07 Unrealized +4.4%
DOV DOVER CORP 0.0%
Value ($000) $10 Shares 55 Est. Cost $190.32 Unrealized 0.0%
SSNC SS&ampC TECHNOLOGIES 0.0%
Value ($000) $10 Shares 114 Est. Cost $82.77 Unrealized 0.0%
HWM HOWMET AEROSPACE 0.0%
Value ($000) $9 Shares 73 Est. Cost $126.73 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $343.79 Unrealized +0.7%
NEM NEWMONT CORP 0.0%
Value ($000) $9 Shares 194 Est. Cost $44.54 Unrealized -2.9%
ACN ACCENTURE PLC 0.0%
Value ($000) $9 Shares 30 Est. Cost $349.45 Unrealized 0.0%
VICI VICI PROPERTIES 0.0%
Value ($000) $9 Shares 284 Est. Cost $29.16 Unrealized 0.0%
FICO FAIR ISAAC 0.0%
Value ($000) $9 Shares 5 Est. Cost $1851.88 Unrealized 0.0%
DISCOVER FINANCIAL 0.0%
Value ($000) $9 Shares 54 Est. Cost $170.70 Unrealized
OLED UNIVERSAL DISPLAY 0.0%
Value ($000) $9 Shares 66 Est. Cost $147.55 Unrealized 0.0%
ETR ENTERGY CORP 0.0%
Value ($000) $9 Shares 106 Est. Cost $80.44 Unrealized 0.0%
TJX TJX COS 0.0%
Value ($000) $9 Shares 74 Est. Cost $120.10 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $9 Shares 116 Est. Cost $36.85 Unrealized 0.0%
WBD WARNER BROS 0.0%
Value ($000) $9 Shares 836 Est. Cost $9.82 Unrealized +6.5%
CBRE CBRE GROUP 0.0%
Value ($000) $9 Shares 68 Est. Cost $135.89 Unrealized 0.0%
DTE DTE ENERGY 0.0%
Value ($000) $9 Shares 64 Est. Cost $123.63 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $9 Shares 95 Est. Cost $84.13 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $9 Shares 40 Est. Cost $212.87 Unrealized 0.0%
O REALTY INCOME 0.0%
Value ($000) $9 Shares 149 Est. Cost $52.58 Unrealized 0.0%
MO ALTRIA GROUP 0.0%
Value ($000) $9 Shares 144 Est. Cost $51.03 Unrealized 0.0%
AWK AMERICAN WATER 0.0%
Value ($000) $9 Shares 58 Est. Cost $129.09 Unrealized 0.0%
FITB FIFTH THIRD 0.0%
Value ($000) $9 Shares 218 Est. Cost $40.69 Unrealized 0.0%
SLYV SPDR S&ampP 0.0%
Value ($000) $9 Shares 109 Est. Cost $78.39 Unrealized
TMUS T-MOBILE US 0.0%
Value ($000) $9 Shares 32 Est. Cost $243.03 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $9 Shares 97 Est. Cost $97.65 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $9 Shares 50 Est. Cost $173.09 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $8 Shares 564 Est. Cost $15.53 Unrealized 0.0%
RF REGIONS FINANCIAL 0.0%
Value ($000) $8 Shares 388 Est. Cost $22.41 Unrealized 0.0%
VMC VULCAN MATERIALS 0.0%
Value ($000) $8 Shares 36 Est. Cost $252.23 Unrealized 0.0%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $8 Shares 32 Est. Cost $276.08 Unrealized -0.6%
DVN DEVON ENERGY 0.0%
Value ($000) $8 Shares 222 Est. Cost $34.59 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $8 Shares 35 Est. Cost $235.58 Unrealized 0.0%
CFG CITIZENS FINANCIAL 0.0%
Value ($000) $8 Shares 201 Est. Cost $43.22 Unrealized 0.0%
EBC EASTERN BANKSHARES 0.0%
Value ($000) $8 Shares 501 Est. Cost $16.87 Unrealized +0.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $8 Shares 155 Est. Cost $60.90 Unrealized 0.0%
ROCKET LAB 0.0%
Value ($000) $8 Shares 458 Est. Cost $25.47 Unrealized
AVB AVALONBAY COMMNTYS 0.0%
Value ($000) $8 Shares 38 Est. Cost $209.57 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $159.68 Unrealized 0.0%
IVE ISHARES S&ampP 0.0%
Value ($000) $8 Shares 42 Est. Cost $187.47 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $8 Shares 55 Est. Cost $144.58 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $8 Shares 117 Est. Cost $62.10 Unrealized 0.0%
KIM KIMCO REALTY 0.0%
Value ($000) $8 Shares 378 Est. Cost $20.88 Unrealized 0.0%
IVW ISHARES S&ampP 0.0%
Value ($000) $8 Shares 86 Est. Cost $100.49 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $8 Shares 44 Est. Cost $191.07 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $8 Shares 14 Est. Cost $574.91 Unrealized 0.0%
LRCX LAM RESEARCH 0.0%
Value ($000) $8 Shares 108 Est. Cost $78.11 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $8 Shares 103 Est. Cost $77.78 Unrealized 0.0%
RJF RAYMOND JAMES 0.0%
Value ($000) $8 Shares 56 Est. Cost $153.20 Unrealized 0.0%
INVH INVITATION HOMES 0.0%
Value ($000) $8 Shares 223 Est. Cost $31.11 Unrealized 0.0%
DD DUPONT DE 0.0%
Value ($000) $8 Shares 104 Est. Cost $31.89 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $8 Shares 265 Est. Cost $28.86 Unrealized 0.0%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $8 Shares 139 Est. Cost $53.92 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $8 Shares 68 Est. Cost $111.87 Unrealized 0.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $8 Shares 33 Est. Cost $227.37 Unrealized 0.0%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $8 Shares 67 Est. Cost $105.94 Unrealized 0.0%
HLNE HAMILTON LANE 0.0%
Value ($000) $8 Shares 51 Est. Cost $152.40 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $83.47 Unrealized 0.0%
ARES ARES MANAGEMENT 0.0%
Value ($000) $7 Shares 51 Est. Cost $168.35 Unrealized 0.0%
DUK DUKE ENERGY 0.0%
Value ($000) $7 Shares 61 Est. Cost $110.55 Unrealized 0.0%
CTRA COTERRA ENERGY 0.0%
Value ($000) $7 Shares 257 Est. Cost $26.99 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.48 Unrealized 0.0%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $7 Shares 78 Est. Cost $87.83 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY 0.0%
Value ($000) $7 Shares 46 Est. Cost $196.30 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $7 Shares 35 Est. Cost $199.81 Unrealized 0.0%
AIG AMERICAN INTL 0.0%
Value ($000) $7 Shares 83 Est. Cost $76.16 Unrealized 0.0%
NTRS NORTHERN TRUST 0.0%
Value ($000) $7 Shares 73 Est. Cost $103.45 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $231.66 Unrealized 0.0%
USHY ISHARES BROAD 0.0%
Value ($000) $7 Shares 193 Est. Cost $36.83 Unrealized
NKE NIKE INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $72.05 Unrealized 0.0%
EXR EXTRA SPACE 0.0%
Value ($000) $7 Shares 47 Est. Cost $145.24 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $7 Shares 103 Est. Cost $65.70 Unrealized 0.0%
APH AMPHENOL CORP 0.0%
Value ($000) $7 Shares 106 Est. Cost $67.73 Unrealized 0.0%
ODFL OLD DOMINION 0.0%
Value ($000) $7 Shares 42 Est. Cost $180.58 Unrealized 0.0%
CINF CINCINNATI FINL 0.0%
Value ($000) $7 Shares 47 Est. Cost $137.66 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $7 Shares 61 Est. Cost $132.56 Unrealized 0.0%
IWF ISHARES RUSSELL 0.0%
Value ($000) $7 Shares 19 Est. Cost $361.47 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $7 Shares 121 Est. Cost $51.31 Unrealized +2.3%
AEE AMEREN CORP 0.0%
Value ($000) $7 Shares 68 Est. Cost $93.72 Unrealized 0.0%
REXR REXFORD INDUSTRIAL 0.0%
Value ($000) $7 Shares 174 Est. Cost $39.15 Unrealized
EXE EXPAND ENERGY 0.0%
Value ($000) $7 Shares 61 Est. Cost $101.00 Unrealized 0.0%
CAH CARDINAL HEALTH 0.0%
Value ($000) $7 Shares 49 Est. Cost $125.89 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $70.87 Unrealized +5.2%
PCAR PACCAR INC 0.0%
Value ($000) $7 Shares 69 Est. Cost $102.95 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $7 Shares 99 Est. Cost $59.75 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $100.61 Unrealized +8.3%
LKQ LKQ CORP 0.0%
Value ($000) $7 Shares 157 Est. Cost $38.39 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $100.41 Unrealized 0.0%
FLUT FLUTTER ENTERTAINMENT 0.0%
Value ($000) $7 Shares 30 Est. Cost $259.01 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $218.93 Unrealized 0.0%
STT STATE STREET 0.0%
Value ($000) $7 Shares 74 Est. Cost $92.75 Unrealized 0.0%
CHD CHURCH &amp DWIGHT 0.0%
Value ($000) $7 Shares 60 Est. Cost $105.85 Unrealized 0.0%
WBS WEBSTER FINANCIAL 0.0%
Value ($000) $7 Shares 128 Est. Cost $55.64 Unrealized 0.0%
NXT NEXTRACKER INC 0.0%
Value ($000) $7 Shares 156 Est. Cost $36.62 Unrealized +21.4%
BIIB BIOGEN INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $142.96 Unrealized 0.0%
UDR UDR INC 0.0%
Value ($000) $7 Shares 144 Est. Cost $41.39 Unrealized 0.0%
ARE ALEXANDRIA REAL 0.0%
Value ($000) $6 Shares 70 Est. Cost $92.02 Unrealized 0.0%
TROW PRICE T 0.0%
Value ($000) $6 Shares 70 Est. Cost $100.60 Unrealized 0.0%
LYV LIVE NATION 0.0%
Value ($000) $6 Shares 49 Est. Cost $136.52 Unrealized 0.0%
EWJ ISHARES MSCI 0.0%
Value ($000) $6 Shares 93 Est. Cost $67.08 Unrealized
FNF FIDELITY NATIONAL 0.0%
Value ($000) $6 Shares 97 Est. Cost $56.05 Unrealized 0.0%
TXNM TXNM ENERGY 0.0%
Value ($000) $6 Shares 117 Est. Cost $46.17 Unrealized +8.7%
NWSA NEWS CORP 0.0%
Value ($000) $6 Shares 227 Est. Cost $27.79 Unrealized +0.0%
EOG EOG RESOURCES 0.0%
Value ($000) $6 Shares 48 Est. Cost $125.12 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $6 Shares 53 Est. Cost $123.11 Unrealized 0.0%
GPC GENUINE PARTS 0.0%
Value ($000) $6 Shares 51 Est. Cost $116.83 Unrealized 0.0%
GSLC GOLDMAN SACHS 0.0%
Value ($000) $6 Shares 55 Est. Cost $115.18 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $73.59 Unrealized 0.0%
AMH AMERICAN HOMES 0.0%
Value ($000) $6 Shares 158 Est. Cost $37.81 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $107.19 Unrealized 0.0%
IRM IRON MOUNTAIN 0.0%
Value ($000) $6 Shares 69 Est. Cost $93.15 Unrealized 0.0%
SYNOVUS FINANCIAL 0.0%
Value ($000) $6 Shares 127 Est. Cost $46.74 Unrealized
USB U S BANCORP DE 0.0%
Value ($000) $6 Shares 140 Est. Cost $44.20 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $6 Shares 121 Est. Cost $55.95 Unrealized 0.0%
ANET ARISTA NETWORKS 0.0%
Value ($000) $6 Shares 76 Est. Cost $101.39 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $6 Shares 109 Est. Cost $47.38 Unrealized +6.7%
VEEV VEEVA SYSTEMS 0.0%
Value ($000) $6 Shares 25 Est. Cost $228.51 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $6 Shares 36 Est. Cost $179.25 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $54.19 Unrealized 0.0%
USFD US FOODS 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.34 Unrealized 0.0%
SGI SOMNIGROUP INTERNATIONAL 0.0%
Value ($000) $6 Shares 95 Est. Cost $60.52 Unrealized 0.0%
ADM ARCHER DANIELS 0.0%
Value ($000) $6 Shares 118 Est. Cost $46.80 Unrealized 0.0%
HSY HERSHEY COMPANY 0.0%
Value ($000) $6 Shares 33 Est. Cost $159.26 Unrealized 0.0%
OMC OMNICOM GROUP 0.0%
Value ($000) $6 Shares 68 Est. Cost $80.64 Unrealized 0.0%
JETS U S GLOBAL 0.0%
Value ($000) $6 Shares 271 Est. Cost $25.35 Unrealized
JEF JEFFERIES FINANCIAL 0.0%
Value ($000) $6 Shares 104 Est. Cost $65.74 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 76 Est. Cost $73.08 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $71.89 Unrealized 0.0%
IFF INTL FLAVOR &amp FRAGRANCE 0.0%
Value ($000) $6 Shares 71 Est. Cost $80.64 Unrealized 0.0%
APG API GROUP 0.0%
Value ($000) $6 Shares 154 Est. Cost $25.05 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $124.96 Unrealized 0.0%
ONON ON HOLDING 0.0%
Value ($000) $5 Shares 125 Est. Cost $52.56 Unrealized 0.0%
SCI SERVICE CORP 0.0%
Value ($000) $5 Shares 68 Est. Cost $78.68 Unrealized 0.0%
BAX BAXTER INTL 0.0%
Value ($000) $5 Shares 159 Est. Cost $32.18 Unrealized 0.0%
PCG PG&ampE CORP 0.0%
Value ($000) $5 Shares 314 Est. Cost $16.45 Unrealized 0.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $5 Shares 49 Est. Cost $112.61 Unrealized 0.0%
ASML ASML HOLDING 0.0%
Value ($000) $5 Shares 8 Est. Cost $600.97 Unrealized
FWONK LIBERTY MEDIA 0.0%
Value ($000) $5 Shares 59 Est. Cost $90.02 Unrealized
HR HEALTHCARE REALTY 0.0%
Value ($000) $5 Shares 313 Est. Cost $16.90 Unrealized
EXLS EXLSERVICE HOLDINGS 0.0%
Value ($000) $5 Shares 112 Est. Cost $48.11 Unrealized 0.0%
PDM PIEDMONT OFFICE 0.0%
Value ($000) $5 Shares 712 Est. Cost $9.15 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value ($000) $5 Shares 94 Est. Cost $62.49 Unrealized 0.0%
JCI JOHNSON CONTROLS 0.0%
Value ($000) $5 Shares 64 Est. Cost $79.58 Unrealized +2.5%
CG CARLYLE GROUP 0.0%
Value ($000) $5 Shares 117 Est. Cost $48.12 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS 0.0%
Value ($000) $5 Shares 69 Est. Cost $79.69 Unrealized 0.0%
CF CF INDUSTRIES 0.0%
Value ($000) $5 Shares 65 Est. Cost $82.15 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $74.77 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $158.19 Unrealized 0.0%
KKR KKR &amp CO 0.0%
Value ($000) $5 Shares 43 Est. Cost $136.88 Unrealized 0.0%
PFGC PERFORMANCE FOOD 0.0%
Value ($000) $5 Shares 63 Est. Cost $83.46 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 57 Est. Cost $95.73 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $5 Shares 84 Est. Cost $62.86 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $5 Shares 18 Est. Cost $268.44 Unrealized
NVT NVENT ELECTRIC 0.0%
Value ($000) $5 Shares 92 Est. Cost $65.64 Unrealized -4.7%
WH WYNDHAM HOTELS 0.0%
Value ($000) $5 Shares 53 Est. Cost $92.82 Unrealized +9.3%
VST VISTRA CORP 0.0%
Value ($000) $5 Shares 41 Est. Cost $148.62 Unrealized 0.0%
KEY KEYCORP NEW 0.0%
Value ($000) $5 Shares 301 Est. Cost $16.25 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $5 Shares 102 Est. Cost $54.70 Unrealized 0.0%
GPN GLOBAL PAYMENTS 0.0%
Value ($000) $5 Shares 49 Est. Cost $103.45 Unrealized 0.0%
MFS INTERMEDIATE INCOME 0.0%
Value ($000) $5 Shares 1,771 Est. Cost $2.66 Unrealized
ENVX ENOVIX CORP 0.0%
Value ($000) $5 Shares 648 Est. Cost $10.03 Unrealized +1.4%
BBY BEST BUY 0.0%
Value ($000) $5 Shares 64 Est. Cost $78.31 Unrealized 0.0%
KMB KIMBERLY CLARK 0.0%
Value ($000) $5 Shares 33 Est. Cost $130.05 Unrealized -0.2%
PINS PINTEREST INC 0.0%
Value ($000) $5 Shares 149 Est. Cost $33.88 Unrealized 0.0%
HLMN HILLMAN SOLUTIONS 0.0%
Value ($000) $5 Shares 517 Est. Cost $9.71 Unrealized 0.0%
HOOD ROBINHOOD MARKETS 0.0%
Value ($000) $5 Shares 109 Est. Cost $47.54 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $140.81 Unrealized +20.5%
EIX EDISON INTL 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.83 Unrealized 0.0%
HST HOST HOTELS 0.0%
Value ($000) $4 Shares 306 Est. Cost $15.31 Unrealized 0.0%
IP INTL PAPER 0.0%
Value ($000) $4 Shares 81 Est. Cost $51.32 Unrealized +2.8%
DXCM DEXCOM INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $81.60 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $4 Shares 66 Est. Cost $73.36 Unrealized 0.0%
SONY SONY GROUP 0.0%
Value ($000) $4 Shares 165 Est. Cost $25.39 Unrealized
SE SEA LTD 0.0%
Value ($000) $4 Shares 32 Est. Cost $130.50 Unrealized
OHI OMEGA HEALTHCARE 0.0%
Value ($000) $4 Shares 109 Est. Cost $37.60 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $191.27 Unrealized 0.0%
ALLY ALLY FINANCIAL 0.0%
Value ($000) $4 Shares 113 Est. Cost $35.59 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 211 Est. Cost $23.78 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $66.26 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $4 Shares 63 Est. Cost $96.69 Unrealized 0.0%
LVS LAS VEGAS SANDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.69 Unrealized -14.4%
AGG ISHARES CORE 0.0%
Value ($000) $4 Shares 39 Est. Cost $98.92 Unrealized
VSS VANGUARD FTSE 0.0%
Value ($000) $4 Shares 33 Est. Cost $114.48 Unrealized
FULT FULTON FINANCIAL 0.0%
Value ($000) $4 Shares 211 Est. Cost $18.64 Unrealized +0.5%
SMCI SUPER MICRO 0.0%
Value ($000) $4 Shares 110 Est. Cost $37.94 Unrealized 0.0%
VONG VANGUARD RUSSELL 0.0%
Value ($000) $4 Shares 38 Est. Cost $92.92 Unrealized
SCHA SCHWAB US 0.0%
Value ($000) $3 Shares 145 Est. Cost $24.87 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $111.43 Unrealized 0.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.68 Unrealized +3.5%
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $3 Shares 17 Est. Cost $222.56 Unrealized -5.9%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $3 Shares 35 Est. Cost $123.15 Unrealized -15.4%
BOND PIMCO ACTIVE 0.0%
Value ($000) $3 Shares 35 Est. Cost $88.77 Unrealized
IWS ISHARES RUSS 0.0%
Value ($000) $3 Shares 25 Est. Cost $129.36 Unrealized
REET ISHARES GLOBAL 0.0%
Value ($000) $3 Shares 127 Est. Cost $24.20 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $320.06 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $3 Shares 58 Est. Cost $50.41 Unrealized
VFH VANGUARD FINANCIALS 0.0%
Value ($000) $3 Shares 24 Est. Cost $114.08 Unrealized
YUMC YUM CHINA 0.0%
Value ($000) $3 Shares 53 Est. Cost $47.42 Unrealized +1.2%
FREL FIDELITY MSCI 0.0%
Value ($000) $3 Shares 99 Est. Cost $26.92 Unrealized
IWP ISHARES RUSSELL 0.0%
Value ($000) $3 Shares 23 Est. Cost $126.74 Unrealized
AGZD WISDOMTREE TRUST 0.0%
Value ($000) $3 Shares 116 Est. Cost $22.28 Unrealized
LYG LLOYDS BANKING 0.0%
Value ($000) $3 Shares 675 Est. Cost $3.82 Unrealized
CHKP CHECK POINT 0.0%
Value ($000) $3 Shares 11 Est. Cost $211.90 Unrealized 0.0%
TMO THERMO FISHER 0.0%
Value ($000) $2 Shares 5 Est. Cost $539.78 Unrealized 0.0%
TNL TRAVEL LEISURE 0.0%
Value ($000) $2 Shares 54 Est. Cost $48.39 Unrealized +4.4%
INTU INTUIT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $634.69 Unrealized -5.9%
IWN ISHARES RUSSELL 0.0%
Value ($000) $2 Shares 16 Est. Cost $164.19 Unrealized
HDB HDFC BANK 0.0%
Value ($000) $2 Shares 36 Est. Cost $66.44 Unrealized
ARKF ARK FINTECH 0.0%
Value ($000) $2 Shares 71 Est. Cost $37.06 Unrealized
IDEV ISHARES CORE 0.0%
Value ($000) $2 Shares 34 Est. Cost $68.88 Unrealized
GD GENERAL DYNAMICS 0.0%
Value ($000) $2 Shares 8 Est. Cost $255.81 Unrealized 0.0%
CVS CVS HEALTH 0.0%
Value ($000) $2 Shares 32 Est. Cost $53.65 Unrealized +8.1%
BBVA BANCO BILBAO 0.0%
Value ($000) $2 Shares 158 Est. Cost $13.62 Unrealized
TAN INVESCO SOLAR 0.0%
Value ($000) $2 Shares 71 Est. Cost $32.90 Unrealized
KWEB KRANESHARES CSI 0.0%
Value ($000) $2 Shares 62 Est. Cost $29.96 Unrealized
SCHM SCHWAB US 0.0%
Value ($000) $2 Shares 82 Est. Cost $27.49 Unrealized
TRI THOMSON REUTERS 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.55 Unrealized 0.0%
XLK TECHNOLOGY SELECT 0.0%
Value ($000) $2 Shares 10 Est. Cost $232.50 Unrealized
FTRE FORTREA HOLDINGS 0.0%
Value ($000) $2 Shares 269 Est. Cost $19.49 Unrealized -27.5%
MUFG MITSUBISHI UFJ 0.0%
Value ($000) $2 Shares 145 Est. Cost $13.63 Unrealized
COF CAPITAL ONE 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.79 Unrealized 0.0%
IWO ISHARES RUSSELL 0.0%
Value ($000) $2 Shares 7 Est. Cost $287.86 Unrealized
ARGX ARGENX SE 0.0%
Value ($000) $2 Shares 3 Est. Cost $592.00 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $2 Shares 12 Est. Cost $157.37 Unrealized -6.0%
KDP KEURIG DR 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.50 Unrealized 0.0%
RACE FERRARI NV 0.0%
Value ($000) $2 Shares 4 Est. Cost $449.66 Unrealized 0.0%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $2 Shares 5 Est. Cost $359.02 Unrealized 0.0%
HACK AMPLIFY CYBERSECURITY 0.0%
Value ($000) $2 Shares 23 Est. Cost $72.00 Unrealized
DHI DR HORTON 0.0%
Value ($000) $2 Shares 13 Est. Cost $132.76 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $2 Shares 3 Est. Cost $558.87 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $34.67 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.85 Unrealized +9.7%
AON AON PLC 0.0%
Value ($000) $2 Shares 4 Est. Cost $381.59 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $21.38 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $253.59 Unrealized 0.0%
VRT VERTIV HOLDINGS 0.0%
Value ($000) $1 Shares 20 Est. Cost $118.54 Unrealized -10.3%
WCLD WISDOMTREE CLOUD 0.0%
Value ($000) $1 Shares 44 Est. Cost $37.06 Unrealized
OWL BLUE OWL 0.0%
Value ($000) $1 Shares 70 Est. Cost $22.49 Unrealized 0.0%
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $1 Shares 4 Est. Cost $348.12 Unrealized 0.0%
WTW WILLIS TOWERS 0.0%
Value ($000) $1 Shares 4 Est. Cost $322.30 Unrealized 0.0%
XLE ENERGY SELECT 0.0%
Value ($000) $1 Shares 14 Est. Cost $85.64 Unrealized
AMT AMERICAN TOWER 0.0%
Value ($000) $1 Shares 6 Est. Cost $189.52 Unrealized 0.0%
MOD MODINE MANUFACTURING 0.0%
Value ($000) $1 Shares 17 Est. Cost $128.66 Unrealized -23.4%
ABAT AMERICAN BATTERY 0.0%
Value ($000) $1 Shares 1,264 Est. Cost $1.12 Unrealized +20.9%
USFR WISDOMTREE FLOATING 0.0%
Value ($000) $1 Shares 25 Est. Cost $49.68 Unrealized
NWG NATWEST GROUP 0.0%
Value ($000) $1 Shares 105 Est. Cost $11.92 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $143.17 Unrealized 0.0%
ZLAB ZAI LAB 0.0%
Value ($000) $1 Shares 34 Est. Cost $36.15 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $648.59 Unrealized 0.0%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $1 Shares 6 Est. Cost $266.65 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.55 Unrealized 0.0%
APD AIR PRODUCTS 0.0%
Value ($000) $1 Shares 4 Est. Cost $300.39 Unrealized 0.0%
PRINCIPAL REAL 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.86 Unrealized
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.57 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.66 Unrealized +71.4%
AEP AMERICAN ELECTRIC 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.44 Unrealized 0.0%
VIPER ENERGY 0.0%
Value ($000) $1 Shares 24 Est. Cost $48.03 Unrealized
TRV TRAVELERS COS 0.0%
Value ($000) $1 Shares 4 Est. Cost $244.86 Unrealized +0.2%
CME CME GROUP 0.0%
Value ($000) $1 Shares 4 Est. Cost $242.42 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $266.75 Unrealized 0.0%
PWR QUANTA SERVICES 0.0%
Value ($000) $1 Shares 4 Est. Cost $288.64 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.52 Unrealized 0.0%
SPG SIMON PROPERTY 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.88 Unrealized 0.0%
PAVE GLOBAL X 0.0%
Value ($000) $1 Shares 26 Est. Cost $37.73 Unrealized
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.92 Unrealized
GM GENERAL MOTORS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.81 Unrealized 0.0%
RTO RENTOKIL INITIAL 0.0%
Value ($000) $1 Shares 41 Est. Cost $22.90 Unrealized
CMP COMPASS MNRLS 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.06 Unrealized -12.6%
KRE SPDR S&ampP 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.82 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $1 Shares 32 Est. Cost $26.70 Unrealized 0.0%
HLT HILTON WORLDWIDE 0.0%
Value ($000) $1 Shares 4 Est. Cost $248.61 Unrealized 0.0%
OLB OLB GROUP 0.0%
Value ($000) $1 Shares 750 Est. Cost $1.89 Unrealized -24.5%
CBRL CRACKER BARREL 0.0%
Value ($000) $1 Shares 23 Est. Cost $48.07 Unrealized +2.3%
PPL PPL CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $32.92 Unrealized 0.0%
EXPD EXPEDITORS INTL 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.71 Unrealized 0.0%
GIS GENERAL MILLS 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.96 Unrealized 0.0%
AVA AVISTA CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.43 Unrealized +2.4%
DAYFORCE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.45 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $880.48 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.84 Unrealized 0.0%
D DOMINION ENERGY 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.73 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.61 Unrealized 0.0%
SMLR SEMLER SCIENTIFIC 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.85 Unrealized 0.0%
BILL BILL HOLDINGS 0.0%
Value ($000) $1 Shares 15 Est. Cost $67.25 Unrealized 0.0%
PTON PELOTON INTERACTIVE 0.0%
Value ($000) $1 Shares 105 Est. Cost $7.79 Unrealized +0.7%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 64 Est. Cost $10.30 Unrealized
ANSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $317.00 Unrealized
PLUG PLUG POWER 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.18 Unrealized -12.8%
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $1 Shares 10 Est. Cost $48.86 Unrealized +14.3%
VGLT VANGUARD LONG 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.00 Unrealized
AIRJW AIRJOULE TECHNOLOGIES 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.10 Unrealized
LNT ALLIANT ENERGY 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.57 Unrealized 0.0%
FSLR FIRST SOLAR 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.16 Unrealized 0.0%
WALGREENS BOOTS 0.0%
Value ($000) $0 Shares 44 Est. Cost $11.18 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.97 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $0 Shares 38 Est. Cost $11.02 Unrealized 0.0%
VERU INC 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.65 Unrealized
QTUM DEFIANCE QUANTUM 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.14 Unrealized
EFC ELLINGTON FINANCIAL 0.0%
Value ($000) $0 Shares 31 Est. Cost $12.05 Unrealized
GUGGENHEIM STRATEGIC 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.27 Unrealized
CMPX COMPASS THERAPEUTICS 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.66 Unrealized +60.1%
DOW DOW INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.96 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 1 Est. Cost $287.59 Unrealized 0.0%
CALF PACER U S 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.01 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 41 Est. Cost $4.33 Unrealized
IBIT ISHARES BITCOIN 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.00 Unrealized
DWS MUNICIPAL 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.42 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.17 Unrealized -27.2%
CGC CANOPY GROWTH 0.0%
Value ($000) $0 Shares 154 Est. Cost $3.97 Unrealized -55.7%
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.90 Unrealized -27.8%
IFRA ISHARES TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $45.50 Unrealized
MONEYLION INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.18 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.20 Unrealized -7.6%
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.45 Unrealized
ACB AURORA CANNABIS 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.91 Unrealized -3.7%