Park Square Financial Group, LLC Diversified Active

CIK: 0002058285 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $23,156 (100.0% shares, 0.0% debt)

Holdings (256)

HYG ISHS IBOX $ H/Y CORP ETF 8.1%
Value ($000) $1,871 Shares 23,047 Est. Cost $78.65 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 7.7%
Value ($000) $1,792 Shares 9,448 Est. Cost $175.23 Unrealized
FTSM FT ENH SHORT MTY ETF 7.2%
Value ($000) $1,669 Shares 27,855 Est. Cost $59.77 Unrealized
SPY SPDR S&P 500 ETF 7.1%
Value ($000) $1,645 Shares 2,470 Est. Cost $586.11 Unrealized
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF 7.1%
Value ($000) $1,638 Shares 37,739 Est. Cost $40.26 Unrealized
RDVY FT RISING DIV ACHIEV ETF 5.7%
Value ($000) $1,321 Shares 19,644 Est. Cost $59.14 Unrealized
UCON FIRST TRUST SMITH UNCON BOND ETF 4.8%
Value ($000) $1,113 Shares 44,177 Est. Cost $24.65 Unrealized
LMBS FT LOW DUR OPPTYS ETF 4.8%
Value ($000) $1,110 Shares 22,289 Est. Cost $48.67 Unrealized
FSIG FIRST TRUST LMT DR INV GRD CR ETF 4.5%
Value ($000) $1,051 Shares 54,709 Est. Cost $18.87 Unrealized
INV QQQ ETF 3.8%
Value ($000) $890 Shares 1,483 Est. Cost $600.37 Unrealized
JNK SPDR BLM BARCLAYS HIGH YLD BOND 3.6%
Value ($000) $843 Shares 8,600 Est. Cost $95.47 Unrealized
LGOV FIRST TRUST LONG DUR OPPO ETF 3.2%
Value ($000) $751 Shares 34,543 Est. Cost $20.84 Unrealized
LVHI FRKLN INTL LW VLTY HG DIV INDX ETF 2.9%
Value ($000) $670 Shares 19,276 Est. Cost $32.37 Unrealized
GLD SPDR GOLD TRUST GOLD ETF 2.2%
Value ($000) $499 Shares 1,403 Est. Cost $242.13 Unrealized
FTGC FT GLB TACTCL CMDTY ETF 2.1%
Value ($000) $484 Shares 18,705 Est. Cost $23.95 Unrealized
DVOL FT DRSY WRIHT MOMNT AND LOW VOLT ETF 2.0%
Value ($000) $469 Shares 13,224 Est. Cost $35.46 Unrealized
SJB PROSHARES SHORT HIGH YIELD ETF 2.0%
Value ($000) $467 Shares 30,369 Est. Cost $16.06 Unrealized
HEFA ISHR CURR HDGD MSCI ETF 1.4%
Value ($000) $317 Shares 8,004 Est. Cost $34.75 Unrealized
SPYM SPDR S&P 500 ETF 0.8%
Value ($000) $182 Shares 2,326 Est. Cost $68.51 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND 0.8%
Value ($000) $178 Shares 6,942 Est. Cost $25.25 Unrealized
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF 0.6%
Value ($000) $149 Shares 5,985 Est. Cost $22.40 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $105 Shares 157 Est. Cost $574.05 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $105 Shares 137 Est. Cost $820.21 Unrealized -9.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $75 Shares 237 Est. Cost $229.22 Unrealized +29.1%
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.3%
Value ($000) $73 Shares 885 Est. Cost $66.14 Unrealized
GOOGL ALPHABET INC A 0.3%
Value ($000) $71 Shares 291 Est. Cost $173.21 Unrealized +20.8%
NVDA NVIDIA CORP 0.3%
Value ($000) $66 Shares 355 Est. Cost $137.79 Unrealized +26.5%
MSFT MICROSOFT CORPORATION 0.3%
Value ($000) $66 Shares 127 Est. Cost $422.35 Unrealized +20.4%
GDX VANECK GOLD MINERS ETF 0.3%
Value ($000) $63 Shares 820 Est. Cost $40.64 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $58 Shares 228 Est. Cost $234.51 Unrealized -3.8%
FXU FIRST TRUST UTILITIES ALPHADEX ETF 0.2%
Value ($000) $58 Shares 1,270 Est. Cost $37.83 Unrealized
KIE SPDR S&P INSURANCE ETF 0.2%
Value ($000) $57 Shares 956 Est. Cost $59.46 Unrealized
KBWB INVSC KBW BANK ETF 0.2%
Value ($000) $57 Shares 725 Est. Cost $62.77 Unrealized
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $49 Shares 497 Est. Cost $68.79 Unrealized +25.7%
SSO PROSH ULT S&P 500 2X ETF 0.2%
Value ($000) $47 Shares 419 Est. Cost $112.13 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $46 Shares 140 Est. Cost $182.87 Unrealized +67.2%
IJR ISHS CORE S&P SMCP ETF 0.2%
Value ($000) $46 Shares 383 Est. Cost $115.22 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.2%
Value ($000) $45 Shares 435 Est. Cost $93.63 Unrealized
BGLD FT GOLD STR QTR BUF ETF 0.2%
Value ($000) $45 Shares 1,890 Est. Cost $18.35 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $43 Shares 234 Est. Cost $149.64 Unrealized +13.3%
META META PLATFORMS INC A 0.2%
Value ($000) $43 Shares 59 Est. Cost $584.74 Unrealized +27.1%
MS MORGAN STANLEY 0.2%
Value ($000) $43 Shares 268 Est. Cost $119.58 Unrealized +22.5%
ABBV ABBVIE INC 0.2%
Value ($000) $40 Shares 174 Est. Cost $179.33 Unrealized +12.6%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $39 Shares 52 Est. Cost $655.15 Unrealized +12.2%
CRH CRH PLC 0.2%
Value ($000) $37 Shares 311 Est. Cost $94.04 Unrealized +12.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $37 Shares 330 Est. Cost $112.36 Unrealized -2.4%
GE GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $37 Shares 123 Est. Cost $181.09 Unrealized +50.6%
CB CHUBB LTD 0.2%
Value ($000) $36 Shares 129 Est. Cost $282.01 Unrealized -2.4%
AXP AMERN EXPRESS CO 0.2%
Value ($000) $36 Shares 108 Est. Cost $283.58 Unrealized +11.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $34 Shares 504 Est. Cost $56.34 Unrealized +19.6%
LIN LINDE PLC NEW 0.1%
Value ($000) $33 Shares 69 Est. Cost $448.56 Unrealized +4.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $33 Shares 41 Est. Cost $545.36 Unrealized +34.7%
SPMO INVSC S P 500 MOMENTUM ETF 0.1%
Value ($000) $32 Shares 267 Est. Cost $94.18 Unrealized
V VISA INC CL A 0.1%
Value ($000) $32 Shares 93 Est. Cost $300.94 Unrealized +14.7%
TSM TAIWAN SEMICON MFG CO 0.1%
Value ($000) $32 Shares 113 Est. Cost $192.06 Unrealized
PHM PULTEGROUP INC 0.1%
Value ($000) $31 Shares 238 Est. Cost $128.60 Unrealized -3.7%
TLT ISHS 20 TRSY ETF 0.1%
Value ($000) $31 Shares 348 Est. Cost $88.71 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $31 Shares 592 Est. Cost $42.86 Unrealized +12.8%
TIP ISHS TIPS BD ETF 0.1%
Value ($000) $29 Shares 265 Est. Cost $106.55 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $29 Shares 236 Est. Cost $108.94 Unrealized +10.0%
KO COCA COLA COMPANY 0.1%
Value ($000) $29 Shares 436 Est. Cost $63.14 Unrealized +7.6%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $28 Shares 631 Est. Cost $42.55 Unrealized +1.1%
CLS CELESTICA INC 0.1%
Value ($000) $28 Shares 113 Est. Cost $79.03 Unrealized +155.1%
MCK MCKESSON CORP 0.1%
Value ($000) $28 Shares 36 Est. Cost $558.45 Unrealized +25.9%
BBVA BANCO BILBAO VIZCAYA ADR 0.1%
Value ($000) $28 Shares 1,444 Est. Cost $10.99 Unrealized
PLD PROLOGIS, INC. 0.1%
Value ($000) $28 Shares 242 Est. Cost $108.21 Unrealized +0.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $27 Shares 163 Est. Cost $128.91 Unrealized +19.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $27 Shares 165 Est. Cost $133.84 Unrealized +23.4%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $26 Shares 139 Est. Cost $146.85 Unrealized +18.1%
CMI CUMMINS INC 0.1%
Value ($000) $26 Shares 62 Est. Cost $342.25 Unrealized +11.2%
SO SOUTHERN COMPANY 0.1%
Value ($000) $26 Shares 271 Est. Cost $84.51 Unrealized +9.1%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $25 Shares 301 Est. Cost $66.67 Unrealized +20.7%
LQD ISHS INVSTMNT BD ETF 0.1%
Value ($000) $25 Shares 223 Est. Cost $106.93 Unrealized
T AT&T INC 0.1%
Value ($000) $24 Shares 865 Est. Cost $21.59 Unrealized +30.0%
AZN ASTRAZENECA PLC ADR 0.1%
Value ($000) $24 Shares 318 Est. Cost $71.93 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $24 Shares 65 Est. Cost $366.75 Unrealized +4.8%
GFI GOLD FIELDS LTD ADR NEW 0.1%
Value ($000) $24 Shares 562 Est. Cost $22.47 Unrealized
WMT WALMART INC 0.1%
Value ($000) $23 Shares 228 Est. Cost $85.90 Unrealized +15.5%
BLK BLACKROCK FDG INC 0.1%
Value ($000) $23 Shares 20 Est. Cost $991.05 Unrealized +11.9%
CWB SPDR BLOOMBERG CONV ETF 0.1%
Value ($000) $23 Shares 256 Est. Cost $90.50 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $23 Shares 79 Est. Cost $311.80 Unrealized -6.0%
EMB ISHARES JPMORGAN USD EMERG MARKETS BOND 0.1%
Value ($000) $22 Shares 236 Est. Cost $93.10 Unrealized
TD TORONTO DOMINION BK 0.1%
Value ($000) $22 Shares 279 Est. Cost $60.73 Unrealized +23.6%
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $22 Shares 173 Est. Cost $103.98 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $22 Shares 196 Est. Cost $106.42 Unrealized -2.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $22 Shares 72 Est. Cost $292.38 Unrealized +3.1%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $22 Shares 79 Est. Cost $273.65 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $22 Shares 110 Est. Cost $156.02 Unrealized +22.0%
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $21 Shares 336 Est. Cost $51.79 Unrealized +11.6%
FDN FT DJ INTERNET INDX ETF 0.1%
Value ($000) $21 Shares 74 Est. Cost $247.46 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $20 Shares 151 Est. Cost $118.94 Unrealized +9.8%
JHG JANUS HENDERSON GROUP PLC 0.1%
Value ($000) $20 Shares 454 Est. Cost $42.51 Unrealized +1.6%
EME EMCOR GROUP INC 0.1%
Value ($000) $20 Shares 31 Est. Cost $472.15 Unrealized +28.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $20 Shares 246 Est. Cost $94.06 Unrealized -21.0%
IBM INTL BUSINESS MACHS CORP 0.1%
Value ($000) $20 Shares 71 Est. Cost $227.40 Unrealized +14.1%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $20 Shares 91 Est. Cost $149.70 Unrealized +33.6%
VSS VNGRD ALL WRLD SMCP ETF 0.1%
Value ($000) $20 Shares 138 Est. Cost $114.48 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $19 Shares 48 Est. Cost $397.26 Unrealized -2.0%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.1%
Value ($000) $19 Shares 133 Est. Cost $130.83 Unrealized
G GENPACT LTD 0.1%
Value ($000) $19 Shares 462 Est. Cost $47.17 Unrealized -7.1%
FN FABRINET 0.1%
Value ($000) $19 Shares 52 Est. Cost $238.35 Unrealized +38.2%
SAN BANCO SANTANDER S A ADR 0.1%
Value ($000) $19 Shares 1,776 Est. Cost $8.30 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $18 Shares 82 Est. Cost $204.50 Unrealized +10.7%
WM WASTE MANAGEMENT, INC. 0.1%
Value ($000) $18 Shares 81 Est. Cost $212.61 Unrealized +5.2%
FOXA FOX CORP 0.1%
Value ($000) $18 Shares 283 Est. Cost $51.75 Unrealized +11.5%
NTAP NETAPP INC 0.1%
Value ($000) $18 Shares 150 Est. Cost $119.15 Unrealized -7.0%
SMFG SUMITOMO MITSUI FINL 0.1%
Value ($000) $17 Shares 1,031 Est. Cost $14.62 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $17 Shares 289 Est. Cost $71.43 Unrealized -5.3%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $17 Shares 109 Est. Cost $165.73 Unrealized -6.5%
RY ROYAL BANK CDA MONTREAL 0.1%
Value ($000) $17 Shares 113 Est. Cost $123.44 Unrealized +11.7%
NGG NATL GRID ADR NEW 2017 0.1%
Value ($000) $16 Shares 227 Est. Cost $62.59 Unrealized
ALLE ALLEGION PUBLIC LTD 0.1%
Value ($000) $16 Shares 93 Est. Cost $149.01 Unrealized +10.8%
VZ VERIZON COMMUNICATIONS, INC. 0.1%
Value ($000) $16 Shares 375 Est. Cost $39.48 Unrealized +7.6%
CPA COPA HOLDINGS SA CL A 0.1%
Value ($000) $16 Shares 137 Est. Cost $99.24 Unrealized +12.8%
DIS WALT DISNEY CO 0.1%
Value ($000) $16 Shares 142 Est. Cost $103.71 Unrealized +12.8%
CEG CONSTELLATN ENERGY CORP 0.1%
Value ($000) $16 Shares 49 Est. Cost $266.45 Unrealized +20.9%
CVX CHEVRON CORP 0.1%
Value ($000) $16 Shares 103 Est. Cost $146.83 Unrealized +3.7%
STNE STONECO LTD A 0.1%
Value ($000) $16 Shares 835 Est. Cost $16.04 Unrealized
CW CURTISS WRIGHT CORP DE 0.1%
Value ($000) $16 Shares 29 Est. Cost $359.29 Unrealized +37.0%
TM TOYOTA MOTOR ADR REP 10 CORP 0.1%
Value ($000) $16 Shares 82 Est. Cost $186.48 Unrealized
AJG ARTHUR J GALLAGHER 0.1%
Value ($000) $15 Shares 50 Est. Cost $291.20 Unrealized +3.1%
RPRX ROYALTY PHARMA PLC A 0.1%
Value ($000) $15 Shares 433 Est. Cost $36.20 Unrealized 0.0%
SPG SIMON PPTY GRP INC NEW 0.1%
Value ($000) $15 Shares 80 Est. Cost $165.60 Unrealized +2.1%
PGR PROGRESSIVE CORP OH 0.1%
Value ($000) $15 Shares 60 Est. Cost $257.53 Unrealized -10.0%
XLC COMMUNICATION SVCS SELECT SECTOR SPDR 0.1%
Value ($000) $15 Shares 125 Est. Cost $98.45 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $15 Shares 74 Est. Cost $242.96 Unrealized -18.4%
CTAS CINTAS CORP 0.1%
Value ($000) $15 Shares 71 Est. Cost $208.34 Unrealized +2.2%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $14 Shares 49 Est. Cost $289.99 Unrealized +2.7%
COR CENCORA INC 0.1%
Value ($000) $14 Shares 46 Est. Cost $244.03 Unrealized +20.3%
HSY HERSHEY COMPANY 0.1%
Value ($000) $14 Shares 76 Est. Cost $179.65 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $14 Shares 29 Est. Cost $502.92 Unrealized +6.1%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.1%
Value ($000) $14 Shares 101 Est. Cost $139.67 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $14 Shares 155 Est. Cost $97.31 Unrealized -7.9%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $14 Shares 96 Est. Cost $102.52 Unrealized +25.6%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $14 Shares 41 Est. Cost $173.27 Unrealized +63.8%
LNG CHENIERE ENERGY INC NEW 0.1%
Value ($000) $14 Shares 59 Est. Cost $216.97 Unrealized +8.3%
NICE NICE LTD SPON ADR 0.1%
Value ($000) $13 Shares 93 Est. Cost $169.37 Unrealized
XLF FINL SEL SECT SPDR ETF 0.1%
Value ($000) $13 Shares 248 Est. Cost $48.52 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.1%
Value ($000) $13 Shares 73 Est. Cost $84.79 Unrealized
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $13 Shares 73 Est. Cost $143.09 Unrealized +11.3%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $12 Shares 13 Est. Cost $922.64 Unrealized +3.7%
PROSHARES ULTRASHORT S&P 500 ETF 0.1%
Value ($000) $12 Shares 831 Est. Cost $14.45 Unrealized
CHKP CHECK POINT SFTWARE TECH 0.1%
Value ($000) $12 Shares 58 Est. Cost $195.13 Unrealized +3.3%
AIZ ASSURANT INC 0.1%
Value ($000) $12 Shares 55 Est. Cost $204.34 Unrealized -1.3%
KLAC KLA CORP 0.1%
Value ($000) $12 Shares 11 Est. Cost $669.07 Unrealized +39.1%
UHS UNIVERSAL HEALTH SERVICES CL B 0.1%
Value ($000) $12 Shares 58 Est. Cost $195.06 Unrealized -7.9%
XLI INDL SEL SECTOR SPDR ETF 0.0%
Value ($000) $12 Shares 75 Est. Cost $132.51 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $11 Shares 46 Est. Cost $222.22 Unrealized +8.1%
XLK TECH SEL SECT SPDR ETF 0.0%
Value ($000) $11 Shares 40 Est. Cost $234.04 Unrealized
WTFC WINTRUST FINANCIAL CORP 0.0%
Value ($000) $11 Shares 85 Est. Cost $114.70 Unrealized +15.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $11 Shares 62 Est. Cost $164.17 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORP ETF 0.0%
Value ($000) $11 Shares 253 Est. Cost $42.61 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF 0.0%
Value ($000) $11 Shares 61 Est. Cost $166.21 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $11 Shares 147 Est. Cost $80.00 Unrealized -3.7%
LOGI LOGITECH INTL SA 0.0%
Value ($000) $10 Shares 94 Est. Cost $81.51 Unrealized +21.8%
FXH FIRST TRUST HEALTH CARE ALPHADEX ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $104.13 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $10 Shares 58 Est. Cost $145.21 Unrealized +10.2%
ACN ACCENTURE PLC IRELD CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $329.91 Unrealized -21.0%
IEF ISHS 7-10Y TRSY ETF 0.0%
Value ($000) $10 Shares 102 Est. Cost $93.19 Unrealized
AYI ACUITY INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $301.63 Unrealized +5.6%
PYPL PAYPAL HOLDINGS, INC. 0.0%
Value ($000) $10 Shares 143 Est. Cost $83.80 Unrealized -16.1%
LRN STRIDE INC 0.0%
Value ($000) $10 Shares 64 Est. Cost $144.99 Unrealized +1.1%
CACI CACI INTERNATIONAL CL A INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $458.78 Unrealized +5.4%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $172.94 Unrealized +32.0%
IEI ISHS 3-7Y TRSY BD ETF 0.0%
Value ($000) $9 Shares 79 Est. Cost $118.10 Unrealized
NTES NETEASE INC SPON ADR 0.0%
Value ($000) $9 Shares 62 Est. Cost $134.58 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $9 Shares 38 Est. Cost $212.50 Unrealized +7.8%
XLY CONS DSCR SEL SPDR ETF 0.0%
Value ($000) $9 Shares 39 Est. Cost $231.80 Unrealized
FLOT ISHS FLTG RT BOND ETF 0.0%
Value ($000) $9 Shares 182 Est. Cost $50.88 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.10 Unrealized +7.5%
FXD FT CNSMR DSCR ALPHDX ETF 0.0%
Value ($000) $9 Shares 134 Est. Cost $64.63 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $9 Shares 105 Est. Cost $83.67 Unrealized 0.0%
IGSB ISHS 1-5 INVT GR CRP ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $51.76 Unrealized
MBB ISHS MBS ETF 0.0%
Value ($000) $9 Shares 94 Est. Cost $91.74 Unrealized
RL POLO RALPH LAUREN CORP 0.0%
Value ($000) $9 Shares 28 Est. Cost $209.74 Unrealized +41.3%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 61 Est. Cost $128.93 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $9 Shares 27 Est. Cost $320.04 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $8 Shares 203 Est. Cost $36.93 Unrealized +8.6%
SFM SPROUTS FARMERS MARKET, INC. 0.0%
Value ($000) $8 Shares 76 Est. Cost $139.66 Unrealized +4.2%
BINC ISHARES FLEXIBLE INCME ACTIVE ETF 0.0%
Value ($000) $8 Shares 152 Est. Cost $52.64 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $8 Shares 72 Est. Cost $100.09 Unrealized +6.4%
BRX BRIXMOR PROPERTY GROUP REIT INC 0.0%
Value ($000) $8 Shares 279 Est. Cost $27.49 Unrealized
HYDB ISHARES HIGH YIELD SYS BND ETF 0.0%
Value ($000) $8 Shares 161 Est. Cost $47.01 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $8 Shares 68 Est. Cost $122.05 Unrealized -3.4%
FXG FIRST TR CONSUMR STAPLS ALPHADEX ETF 0.0%
Value ($000) $7 Shares 119 Est. Cost $64.05 Unrealized
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $7 Shares 119 Est. Cost $58.22 Unrealized
IGLB ISHS 10 INV GR CORP ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $49.40 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 67 Est. Cost $73.04 Unrealized +28.0%
DORM DORMAN PRODS INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $129.06 Unrealized +11.1%
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $6 Shares 119 Est. Cost $50.65 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $464.83 Unrealized -22.8%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $6 Shares 14 Est. Cost $351.72 Unrealized -4.4%
HYLS FT TACT HI YLD ETF 0.0%
Value ($000) $6 Shares 134 Est. Cost $41.33 Unrealized
HIG HARTFORD INS GROUP INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $113.24 Unrealized +12.5%
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $6 Shares 34 Est. Cost $91.23 Unrealized +70.2%
CART MAPLEBEAR INC 0.0%
Value ($000) $5 Shares 146 Est. Cost $44.22 Unrealized +4.1%
MINT PIMCO ENH SHRT MATY ETF 0.0%
Value ($000) $5 Shares 53 Est. Cost $100.46 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $5 Shares 27 Est. Cost $138.94 Unrealized +42.3%
IDV ISHS INTL SEL DIV ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $31.57 Unrealized
PFF ISHS PFD & INCM SECS ETF 0.0%
Value ($000) $5 Shares 158 Est. Cost $31.62 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $5 Shares 203 Est. Cost $24.64 Unrealized -3.4%
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $5 Shares 233 Est. Cost $19.64 Unrealized
LQDH ISHS INT RT HDG CORP ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $92.74 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 63 Est. Cost $60.06 Unrealized +20.0%
FISV FISERV INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $204.14 Unrealized -29.8%
EXEL EXELIXIS INC 0.0%
Value ($000) $4 Shares 96 Est. Cost $39.97 Unrealized +0.6%
FXO FIRST TRUST FINANCIALS ALPHADEX ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $54.13 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $4 Shares 69 Est. Cost $51.89 Unrealized
DHI DR HORTON INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $164.94 Unrealized -5.0%
EG EVEREST GROUP LTD 0.0%
Value ($000) $4 Shares 10 Est. Cost $369.02 Unrealized -8.5%
DVYE ISHS EMG MKT DIV ETF 0.0%
Value ($000) $3 Shares 114 Est. Cost $29.69 Unrealized
SHY ISHS 1-3YR TRSRY ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $82.43 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $140.75 Unrealized -8.4%
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $69.39 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $327.46 Unrealized -1.1%
QLTA ISHARES AAA A RATED COR BOND ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $47.04 Unrealized
MTG M G I C INVT CORP 0.0%
Value ($000) $3 Shares 90 Est. Cost $24.98 Unrealized +9.1%
UAL UNITED AIRLINES HOLDINGS 0.0%
Value ($000) $3 Shares 26 Est. Cost $76.69 Unrealized +25.4%
TMHC TAYLOR MORRISON HOME A 0.0%
Value ($000) $2 Shares 36 Est. Cost $65.58 Unrealized +0.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $159.52 Unrealized -1.5%
PPC PILGRIMS PRIDE CORP NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.69 Unrealized -6.8%
SHV ISHS SHORT TREASURY ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $110.42 Unrealized
IGIB ISHS 5-10 I/GRD CORP ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.65 Unrealized
EEM ISHS MSCI EMG MKT ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.82 Unrealized
EMHY ISHARES JP MRGN EM HIGH YLD BD ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $37.98 Unrealized
USMV ISHS USA MIN VOL FCT ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $93.46 Unrealized
CTA SIMPLIFY MANAGED FUTURS STRGY ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $27.20 Unrealized
GLDM SPDR GOLD MINISHARES 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.15 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.37 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $41.52 Unrealized
GII SPDR S&P GLB INFRA ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.30 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.63 Unrealized +7.5%
BTAL AGF US MKT NEUTRL ANTI BETA ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $15.93 Unrealized
AMLP ALPS ALERIAN MLP ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $48.18 Unrealized
GUNR FLEXSHARES UPSTREAM NATURAL IDX ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.71 Unrealized
EMLC VANECK J P MORGAN EM LCL CRY BND ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.53 Unrealized
SPSB SPDR BLOOMBERG BARCLAYS SHRT TRM BD 0.0%
Value ($000) $0 Shares 14 Est. Cost $30.19 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $0 Shares 26 Est. Cost $16.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $552.89 Unrealized -45.9%
ICVT ISHS CONV BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.88 Unrealized
SRLN SPDR BLACKSTONE GSO SENIOR LOAN 0.0%
Value ($000) $0 Shares 7 Est. Cost $41.62 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.60 Unrealized
SPLB SPDR LONG TERM CORP ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.08 Unrealized
BKLN INV SENIOR LOAN ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $21.07 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.27 Unrealized
HYGH ISHARES RATE HEDGED HI YLD 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.48 Unrealized
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.00 Unrealized
TFLR T ROWE PRICE FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.40 Unrealized
JBBB JANUS HENDERSON B BBB CLO ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $48.20 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.18 Unrealized +0.9%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.93 Unrealized +20.4%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.78 Unrealized +0.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.94 Unrealized -5.7%
MRK MERCK & COMPANY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.70 Unrealized -17.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.03 Unrealized -3.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.97 Unrealized +8.4%