Provenance Wealth Advisors, LLC Diversified Active

CIK: 0002081584 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value ($000): $773,986 (100.0% shares, 0.0% debt)

Holdings (554)

ITOT ISHARES TR CORE S&P TTL STK 28.7%
Value ($000) $222,430 Shares 1,729,357 Est. Cost $94.19 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 13.6%
Value ($000) $105,583 Shares 1,138,672 Est. Cost $75.84 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 8.3%
Value ($000) $63,971 Shares 326,667 Est. Cost $155.38 Unrealized
AGG ISHARES TR CORE US AGGBD ET 7.1%
Value ($000) $55,226 Shares 569,931 Est. Cost $94.27 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 5.0%
Value ($000) $38,705 Shares 656,793 Est. Cost $53.52 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 3.8%
Value ($000) $29,353 Shares 87,817 Est. Cost $245.06 Unrealized
JGRO JP MORGAN ETF ACTIVE GROWTH ETF 3.8%
Value ($000) $29,117 Shares 359,338 Est. Cost $77.13 Unrealized
SPY SPDR S&P 500 ETF 3.2%
Value ($000) $25,062 Shares 42,762 Est. Cost $429.64 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 3.2%
Value ($000) $24,732 Shares 591,399 Est. Cost $37.95 Unrealized
AAPL APPLE INCORPORATED 2.1%
Value ($000) $16,171 Shares 64,575 Est. Cost $189.99 Unrealized +23.4%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $10,492 Shares 78,129 Est. Cost $98.20 Unrealized +40.3%
IWF ISHARES TR RUS 1000 GRW ETF 1.0%
Value ($000) $7,732 Shares 19,253 Est. Cost $267.43 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value ($000) $7,545 Shares 99,793 Est. Cost $73.51 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.8%
Value ($000) $6,319 Shares 101,415 Est. Cost $63.80 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,965 Shares 11,668 Est. Cost $361.95 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.7%
Value ($000) $5,672 Shares 84,612 Est. Cost $50.04 Unrealized
AMZN AMAZON COM INCORPORATED 0.7%
Value ($000) $5,261 Shares 23,981 Est. Cost $187.37 Unrealized +9.2%
MSFT MICROSOFT CORPORATION 0.7%
Value ($000) $5,147 Shares 12,210 Est. Cost $329.00 Unrealized +28.4%
IJR ISHARES TR CORE S&P SCP ETF 0.5%
Value ($000) $3,755 Shares 32,587 Est. Cost $114.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.4%
Value ($000) $3,008 Shares 6,636 Est. Cost $354.77 Unrealized +30.2%
IWD ISHARES TR RUS 1000 VAL ETF 0.4%
Value ($000) $2,988 Shares 16,138 Est. Cost $154.18 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.4%
Value ($000) $2,981 Shares 13,489 Est. Cost $178.29 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.3%
Value ($000) $2,569 Shares 4,768 Est. Cost $403.77 Unrealized
V VISA INCORPORATED COM CLASS A 0.3%
Value ($000) $2,342 Shares 7,411 Est. Cost $287.50 Unrealized +3.8%
IUSG ISHARES TR CORE S&P US GWT 0.3%
Value ($000) $2,221 Shares 15,936 Est. Cost $94.83 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.3%
Value ($000) $2,045 Shares 8,286 Est. Cost $249.27 Unrealized +4.9%
HDV ISHARES TR CORE HIGH DV ETF 0.3%
Value ($000) $2,026 Shares 18,043 Est. Cost $100.18 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.3%
Value ($000) $1,994 Shares 8,319 Est. Cost $209.59 Unrealized +8.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,767 Shares 12,221 Est. Cost $152.78 Unrealized -2.1%
IGV ISHARES TR EXPANDED TECH 0.2%
Value ($000) $1,749 Shares 17,472 Est. Cost $125.84 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.2%
Value ($000) $1,546 Shares 76,814 Est. Cost $20.29 Unrealized
CVX CHEVRON CORPORATION NEW 0.2%
Value ($000) $1,503 Shares 10,375 Est. Cost $144.99 Unrealized +0.4%
TXN TEXAS INSTRS INCORPORATED 0.2%
Value ($000) $1,500 Shares 8,000 Est. Cost $193.15 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1,494 Shares 3,641 Est. Cost $272.31 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,354 Shares 11,700 Est. Cost $85.29 Unrealized +38.7%
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value ($000) $1,331 Shares 2,631 Est. Cost $537.10 Unrealized +2.9%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.2%
Value ($000) $1,326 Shares 5,871 Est. Cost $174.59 Unrealized +16.6%
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $1,298 Shares 18,103 Est. Cost $74.19 Unrealized +1.1%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $1,222 Shares 10,072 Est. Cost $126.74 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.2%
Value ($000) $1,196 Shares 24,151 Est. Cost $35.27 Unrealized
CAT CATERPILLAR INCORPORATED 0.1%
Value ($000) $1,159 Shares 3,196 Est. Cost $262.30 Unrealized +45.5%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $1,151 Shares 1,955 Est. Cost $484.19 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.1%
Value ($000) $1,120 Shares 5,880 Est. Cost $167.01 Unrealized +5.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $1,091 Shares 4,963 Est. Cost $136.88 Unrealized +58.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $1,041 Shares 10,253 Est. Cost $68.42 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $1,040 Shares 31,535 Est. Cost $32.46 Unrealized
NKE NIKE INCORPORATED CLASS B 0.1%
Value ($000) $1,032 Shares 13,635 Est. Cost $77.86 Unrealized -1.8%
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $1,015 Shares 40,767 Est. Cost $25.10 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $1,010 Shares 41,973 Est. Cost $23.85 Unrealized
WMT WALMART INCORPORATED 0.1%
Value ($000) $985 Shares 10,904 Est. Cost $56.49 Unrealized +51.9%
ABT ABBOTT LABS 0.1%
Value ($000) $981 Shares 8,669 Est. Cost $100.75 Unrealized +12.5%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $971 Shares 3,273 Est. Cost $158.83 Unrealized +78.5%
T AT&T INCORPORATED 0.1%
Value ($000) $949 Shares 41,667 Est. Cost $13.69 Unrealized +57.1%
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value ($000) $948 Shares 39,546 Est. Cost $23.94 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $912 Shares 4,777 Est. Cost $153.84 Unrealized
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $903 Shares 3,464 Est. Cost $278.10 Unrealized +2.9%
PAYX PAYCHEX INCORPORATED 0.1%
Value ($000) $849 Shares 6,053 Est. Cost $121.91 Unrealized +12.6%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $842 Shares 17,483 Est. Cost $43.51 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $778 Shares 2,685 Est. Cost $289.12 Unrealized +0.4%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $769 Shares 725 Est. Cost $114.97 Unrealized +76.2%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.1%
Value ($000) $726 Shares 37,280 Est. Cost $19.23 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $720 Shares 27,128 Est. Cost $25.97 Unrealized -3.3%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $711 Shares 5,907 Est. Cost $118.55 Unrealized +1.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.1%
Value ($000) $704 Shares 2,000 Est. Cost $325.10 Unrealized +9.1%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $696 Shares 29,642 Est. Cost $23.38 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.1%
Value ($000) $673 Shares 6,770 Est. Cost $98.89 Unrealized -0.2%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $671 Shares 4,410 Est. Cost $166.12 Unrealized -5.8%
HD HOME DEPOT INCORPORATED 0.1%
Value ($000) $667 Shares 1,714 Est. Cost $316.37 Unrealized +25.6%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $635 Shares 5,257 Est. Cost $89.60 Unrealized +31.4%
META META PLATFORMS INCORPORATED CLASS A 0.1%
Value ($000) $617 Shares 1,054 Est. Cost $360.04 Unrealized +62.4%
MO ALTRIA GROUP INCORPORATED 0.1%
Value ($000) $612 Shares 11,695 Est. Cost $36.09 Unrealized +35.3%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $608 Shares 3,080 Est. Cost $87.13 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $601 Shares 13,652 Est. Cost $41.92 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $596 Shares 5,990 Est. Cost $88.55 Unrealized
ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.1%
Value ($000) $591 Shares 22,309 Est. Cost $25.66 Unrealized
CL COLGATE PALMOLIVE COMPANY 0.1%
Value ($000) $582 Shares 6,400 Est. Cost $93.07 Unrealized 0.0%
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $571 Shares 5,359 Est. Cost $105.71 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.1%
Value ($000) $564 Shares 4,301 Est. Cost $130.10 Unrealized +0.0%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $556 Shares 3,618 Est. Cost $117.67 Unrealized +35.6%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $555 Shares 2,294 Est. Cost $171.88 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value ($000) $542 Shares 4,614 Est. Cost $99.27 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $536 Shares 9,052 Est. Cost $49.98 Unrealized +10.8%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $519 Shares 12,534 Est. Cost $34.90 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $519 Shares 9,775 Est. Cost $46.00 Unrealized +20.5%
SHW SHERWIN WILLIAMS COMPANY 0.1%
Value ($000) $515 Shares 1,515 Est. Cost $262.23 Unrealized +40.9%
DE DEERE & COMPANY 0.1%
Value ($000) $506 Shares 1,195 Est. Cost $395.72 Unrealized +4.6%
ISHARES TR IBONDS DEC25 ETF 0.1%
Value ($000) $505 Shares 20,168 Est. Cost $24.83 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.1%
Value ($000) $505 Shares 1,014 Est. Cost $385.89 Unrealized +30.4%
NVO NOVO-NORDISK A S ADR (DENMARK) 0.1%
Value ($000) $502 Shares 5,841 Est. Cost $92.71 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $496 Shares 3,669 Est. Cost $137.00 Unrealized -0.2%
TSLA TESLA INCORPORATED 0.1%
Value ($000) $481 Shares 1,192 Est. Cost $232.93 Unrealized +38.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $475 Shares 9,925 Est. Cost $33.06 Unrealized +41.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $472 Shares 3,703 Est. Cost $118.63 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value ($000) $470 Shares 2,485 Est. Cost $153.11 Unrealized +13.7%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $439 Shares 770 Est. Cost $503.12 Unrealized +10.8%
CI THE CIGNA GROUP 0.1%
Value ($000) $428 Shares 1,549 Est. Cost $272.79 Unrealized +14.2%
WHR WHIRLPOOL CORPORATION 0.1%
Value ($000) $423 Shares 3,694 Est. Cost $111.53 Unrealized -1.1%
CE CELANESE CORPORATION DEL 0.1%
Value ($000) $415 Shares 6,000 Est. Cost $95.63 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION COM NEW 0.1%
Value ($000) $413 Shares 3,532 Est. Cost $118.27 Unrealized 0.0%
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value ($000) $401 Shares 3,718 Est. Cost $54.16 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $395 Shares 1,700 Est. Cost $163.93 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value ($000) $393 Shares 2,982 Est. Cost $101.38 Unrealized
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $390 Shares 2,192 Est. Cost $135.33 Unrealized +31.1%
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $388 Shares 4,198 Est. Cost $70.58 Unrealized +23.3%
PBP INVESCO S&P 500 BUYWRITE ETF 0.0%
Value ($000) $381 Shares 16,148 Est. Cost $21.34 Unrealized
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $379 Shares 8,628 Est. Cost $28.14 Unrealized +52.2%
BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) 0.0%
Value ($000) $369 Shares 6,421 Est. Cost $22.35 Unrealized +67.4%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value ($000) $368 Shares 9,201 Est. Cost $29.77 Unrealized +32.3%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $365 Shares 19,248 Est. Cost $20.33 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $348 Shares 11,069 Est. Cost $30.70 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $338 Shares 7,074 Est. Cost $43.72 Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.0%
Value ($000) $329 Shares 14,447 Est. Cost $23.31 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $328 Shares 11,954 Est. Cost $15.98 Unrealized +55.7%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $325 Shares 1,687 Est. Cost $113.42 Unrealized +67.4%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value ($000) $323 Shares 974 Est. Cost $212.34 Unrealized +63.5%
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $321 Shares 2,589 Est. Cost $91.44 Unrealized +30.2%
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $318 Shares 1,899 Est. Cost $145.63 Unrealized +13.8%
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $308 Shares 3,860 Est. Cost $77.66 Unrealized +8.0%
XMPT VANECK CEF MUNI INCOME ETF 0.0%
Value ($000) $283 Shares 13,160 Est. Cost $18.90 Unrealized
MET METLIFE INCORPORATED 0.0%
Value ($000) $282 Shares 3,445 Est. Cost $58.23 Unrealized +38.5%
AVGO BROADCOM INCORPORATED 0.0%
Value ($000) $276 Shares 1,190 Est. Cost $157.28 Unrealized +16.3%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $276 Shares 11,416 Est. Cost $19.81 Unrealized
LLY ELI LILLY & COMPANY 0.0%
Value ($000) $274 Shares 355 Est. Cost $507.91 Unrealized +61.7%
IBDV ISHARES TR IBONDS DEC 2030 0.0%
Value ($000) $267 Shares 12,506 Est. Cost $22.02 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $266 Shares 5,211 Est. Cost $46.61 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $264 Shares 2,008 Est. Cost $112.21 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $261 Shares 2,831 Est. Cost $74.34 Unrealized +25.3%
VMI VALMONT INDUSTRIES INCORPORATED 0.0%
Value ($000) $260 Shares 848 Est. Cost $253.22 Unrealized +27.2%
LNC LINCOLN NATL CORPORATION IND 0.0%
Value ($000) $250 Shares 7,890 Est. Cost $22.67 Unrealized +37.8%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value ($000) $245 Shares 8,712 Est. Cost $30.60 Unrealized -1.7%
COST COSTCO WHOLESALE CORPORATION NEW 0.0%
Value ($000) $245 Shares 267 Est. Cost $537.62 Unrealized +71.6%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $235 Shares 6,160 Est. Cost $41.26 Unrealized
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $235 Shares 2,182 Est. Cost $105.74 Unrealized +6.3%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $232 Shares 1,424 Est. Cost $141.22 Unrealized +26.9%
DOC HEALTHPEAK PROPERTIES INCORPORATED REIT 0.0%
Value ($000) $231 Shares 11,399 Est. Cost $16.13 Unrealized +25.0%
ICVT ISHARES TR CONV BD ETF 0.0%
Value ($000) $227 Shares 2,666 Est. Cost $78.59 Unrealized
PKG PACKAGING CORPORATION AMER 0.0%
Value ($000) $225 Shares 1,000 Est. Cost $136.75 Unrealized +64.2%
D DOMINION ENERGY INCORPORATED 0.0%
Value ($000) $225 Shares 4,176 Est. Cost $44.04 Unrealized +22.7%
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $220 Shares 3,873 Est. Cost $41.74 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $219 Shares 2,428 Est. Cost $73.63 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $217 Shares 25,819 Est. Cost $7.64 Unrealized
IBDW ISHARES TR IBONDS DEC 2031 0.0%
Value ($000) $217 Shares 10,659 Est. Cost $21.22 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $211 Shares 2,835 Est. Cost $81.29 Unrealized -6.9%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $210 Shares 4,676 Est. Cost $64.15 Unrealized -16.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $210 Shares 24,690 Est. Cost $8.90 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.0%
Value ($000) $209 Shares 756 Est. Cost $197.70 Unrealized +42.3%
AEM AGNICO EAGLE MINES LIMITED (CANADA) 0.0%
Value ($000) $204 Shares 2,610 Est. Cost $46.83 Unrealized +73.3%
NICE NICE LIMITED SPONSORED ADR (ISRAEL) 0.0%
Value ($000) $204 Shares 1,200 Est. Cost $170.00 Unrealized
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value ($000) $201 Shares 5,538 Est. Cost $38.47 Unrealized +0.9%
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) 0.0%
Value ($000) $200 Shares 5,595 Est. Cost $29.76 Unrealized +25.5%
HUBS HUBSPOT INCORPORATED 0.0%
Value ($000) $192 Shares 276 Est. Cost $540.05 Unrealized +19.0%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value ($000) $184 Shares 12,300 Est. Cost $15.86 Unrealized -0.7%
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.0%
Value ($000) $182 Shares 9,797 Est. Cost $18.81 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value ($000) $182 Shares 3,604 Est. Cost $72.64 Unrealized -28.7%
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $173 Shares 1,783 Est. Cost $86.30 Unrealized
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value ($000) $164 Shares 315 Est. Cost $317.10 Unrealized +64.3%
NTR NUTRIEN LIMITED (CANADA) 0.0%
Value ($000) $163 Shares 3,637 Est. Cost $56.73 Unrealized -19.0%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $161 Shares 969 Est. Cost $137.50 Unrealized +27.9%
JBL JABIL INCORPORATED 0.0%
Value ($000) $158 Shares 1,100 Est. Cost $108.78 Unrealized +20.3%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $156 Shares 4,960 Est. Cost $28.98 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $154 Shares 2,259 Est. Cost $53.44 Unrealized +39.2%
BARRICK GOLD CORPORATION (CANADA) 0.0%
Value ($000) $148 Shares 9,523 Est. Cost $14.86 Unrealized
URI UNITED RENTALS INCORPORATED 0.0%
Value ($000) $145 Shares 206 Est. Cost $708.23 Unrealized +13.6%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $144 Shares 1,194 Est. Cost $123.91 Unrealized +16.1%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $144 Shares 1,394 Est. Cost $78.49 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $142 Shares 200 Est. Cost $781.58 Unrealized +6.8%
DFAS DIMENSIONAL ETF TRUST U S SM CAP ETF 0.0%
Value ($000) $139 Shares 2,131 Est. Cost $52.49 Unrealized
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $132 Shares 764 Est. Cost $97.43 Unrealized +73.2%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $130 Shares 712 Est. Cost $173.53 Unrealized +8.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $128 Shares 1,826 Est. Cost $61.43 Unrealized
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value ($000) $127 Shares 887 Est. Cost $112.76 Unrealized +21.8%
BAM BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 0.0%
Value ($000) $127 Shares 2,336 Est. Cost $31.84 Unrealized +63.7%
CHD CHURCH & DWIGHT COMPANY INCORPORATED 0.0%
Value ($000) $126 Shares 1,200 Est. Cost $93.12 Unrealized +11.7%
FTNT FORTINET INCORPORATED 0.0%
Value ($000) $123 Shares 1,304 Est. Cost $66.37 Unrealized +34.0%
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $122 Shares 6,478 Est. Cost $17.17 Unrealized
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) 0.0%
Value ($000) $120 Shares 616 Est. Cost $180.42 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A (CANADA) 0.0%
Value ($000) $114 Shares 1,074 Est. Cost $67.86 Unrealized +43.3%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $113 Shares 1,275 Est. Cost $69.25 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $111 Shares 635 Est. Cost $177.58 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $109 Shares 450 Est. Cost $176.99 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $107 Shares 2,429 Est. Cost $39.27 Unrealized
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $107 Shares 1,424 Est. Cost $91.18 Unrealized -24.7%
ZS ZSCALER INCORPORATED 0.0%
Value ($000) $105 Shares 580 Est. Cost $153.13 Unrealized +26.4%
XYL XYLEM INCORPORATED 0.0%
Value ($000) $104 Shares 900 Est. Cost $100.26 Unrealized +24.4%
NFLX NETFLIX INCORPORATED 0.0%
Value ($000) $104 Shares 117 Est. Cost $42.39 Unrealized +94.2%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $103 Shares 300 Est. Cost $155.44 Unrealized +113.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $101 Shares 4,000 Est. Cost $25.57 Unrealized
XRX XEROX HOLDINGS CORPORATION COM NEW 0.0%
Value ($000) $100 Shares 11,882 Est. Cost $17.58 Unrealized -47.5%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $99 Shares 682 Est. Cost $105.97 Unrealized
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $96 Shares 1,117 Est. Cost $92.10 Unrealized
PPG PPG INDUSTRIES INCORPORATED 0.0%
Value ($000) $96 Shares 800 Est. Cost $133.03 Unrealized -8.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $92 Shares 2,397 Est. Cost $36.20 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $91 Shares 1,503 Est. Cost $50.81 Unrealized +40.5%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $90 Shares 674 Est. Cost $100.89 Unrealized
DIS DISNEY WALT COMPANY 0.0%
Value ($000) $89 Shares 801 Est. Cost $88.63 Unrealized +16.8%
TTD THE TRADE DESK INCORPORATED COM CLASS A 0.0%
Value ($000) $89 Shares 757 Est. Cost $84.81 Unrealized +45.9%
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value ($000) $87 Shares 1,569 Est. Cost $49.83 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $85 Shares 768 Est. Cost $74.76 Unrealized
ICF ISHARES TR COHEN STEER REIT 0.0%
Value ($000) $84 Shares 1,400 Est. Cost $50.16 Unrealized
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.0%
Value ($000) $82 Shares 600 Est. Cost $97.74 Unrealized +28.9%
XLV SPDR HEALTH CARE SELECT 0.0%
Value ($000) $80 Shares 582 Est. Cost $128.74 Unrealized
BIIB BIOGEN INCORPORATED 0.0%
Value ($000) $76 Shares 500 Est. Cost $267.47 Unrealized -36.9%
KO COCA COLA COMPANY 0.0%
Value ($000) $75 Shares 1,212 Est. Cost $56.90 Unrealized +10.9%
MDB MONGODB INCORPORATED CLASS A 0.0%
Value ($000) $75 Shares 324 Est. Cost $390.70 Unrealized -27.7%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $75 Shares 1,071 Est. Cost $72.26 Unrealized
Z ZILLOW GROUP INCORPORATED CLASS C CAP STK 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $51.40 Unrealized +39.1%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $73 Shares 1,300 Est. Cost $50.35 Unrealized
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $71 Shares 1,207 Est. Cost $65.72 Unrealized
LEN LENNAR CORPORATION CLASS A 0.0%
Value ($000) $68 Shares 500 Est. Cost $113.48 Unrealized +40.8%
CSX CSX CORPORATION 0.0%
Value ($000) $68 Shares 2,096 Est. Cost $30.62 Unrealized +10.0%
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value ($000) $67 Shares 886 Est. Cost $72.97 Unrealized
ITT ITT INCORPORATED 0.0%
Value ($000) $66 Shares 461 Est. Cost $98.13 Unrealized +52.6%
DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) 0.0%
Value ($000) $65 Shares 510 Est. Cost $149.18 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $64 Shares 516 Est. Cost $100.93 Unrealized
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $60 Shares 173 Est. Cost $287.98 Unrealized +19.3%
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value ($000) $59 Shares 2,542 Est. Cost $20.96 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $58 Shares 1,452 Est. Cost $41.95 Unrealized
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $48.95 Unrealized +18.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $56 Shares 443 Est. Cost $75.21 Unrealized +58.9%
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $53 Shares 120 Est. Cost $572.59 Unrealized -13.5%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $53 Shares 689 Est. Cost $29.87 Unrealized +13.3%
USSG XTRACKERS MSCI USA ESG LEADERS EQUITY ETF 0.0%
Value ($000) $51 Shares 940 Est. Cost $39.66 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value ($000) $50 Shares 72 Est. Cost $742.90 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $50 Shares 977 Est. Cost $40.96 Unrealized
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.0%
Value ($000) $49 Shares 500 Est. Cost $101.77 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $46 Shares 275 Est. Cost $167.93 Unrealized +5.5%
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $45 Shares 14 Est. Cost $2515.45 Unrealized +25.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $45 Shares 646 Est. Cost $67.51 Unrealized
CNI CANADIAN NATL RY COMPANY (CANADA) 0.0%
Value ($000) $41 Shares 400 Est. Cost $109.61 Unrealized -2.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $40 Shares 237 Est. Cost $162.86 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $40 Shares 3,757 Est. Cost $11.96 Unrealized -22.3%
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $40 Shares 1,056 Est. Cost $38.14 Unrealized +4.9%
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value ($000) $38 Shares 265 Est. Cost $91.57 Unrealized +79.5%
EQL ALPS EQUAL SECTOR WEIGHT ETF 0.0%
Value ($000) $38 Shares 300 Est. Cost $127.58 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $37 Shares 65 Est. Cost $317.48 Unrealized +71.6%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $37 Shares 165 Est. Cost $178.81 Unrealized
SAP SAP SE SPON ADR (GERMANY) 0.0%
Value ($000) $37 Shares 149 Est. Cost $154.59 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $36 Shares 632 Est. Cost $49.40 Unrealized +6.4%
ZG ZILLOW GROUP INCORPORATED CLASS A 0.0%
Value ($000) $35 Shares 500 Est. Cost $50.21 Unrealized +37.3%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 1,800 Est. Cost $19.56 Unrealized
UNP UNION PAC CORPORATION 0.0%
Value ($000) $34 Shares 151 Est. Cost $208.28 Unrealized +10.5%
MELI MERCADOLIBRE INCORPORATED 0.0%
Value ($000) $34 Shares 20 Est. Cost $1424.46 Unrealized +36.7%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $33 Shares 1,129 Est. Cost $29.73 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $32 Shares 282 Est. Cost $110.93 Unrealized +11.0%
SNY SANOFI SPONSORED ADR (FRANCE) 0.0%
Value ($000) $32 Shares 670 Est. Cost $50.37 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $31 Shares 510 Est. Cost $44.64 Unrealized +28.5%
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $31 Shares 225 Est. Cost $101.97 Unrealized
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $7.94 Unrealized +63.5%
DOW DOW INCORPORATED 0.0%
Value ($000) $31 Shares 766 Est. Cost $46.28 Unrealized -7.2%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $30 Shares 144 Est. Cost $175.00 Unrealized +34.0%
TOTALENERGIES SE SPONSORED ADS (FRANCE) 0.0%
Value ($000) $30 Shares 553 Est. Cost $67.23 Unrealized
IR INGERSOLL RAND INCORPORATED 0.0%
Value ($000) $30 Shares 328 Est. Cost $68.24 Unrealized +45.7%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.0%
Value ($000) $29 Shares 763 Est. Cost $36.80 Unrealized +19.7%
FDX FEDEX CORPORATION 0.0%
Value ($000) $29 Shares 103 Est. Cost $246.77 Unrealized +10.1%
INTU INTUIT 0.0%
Value ($000) $29 Shares 46 Est. Cost $538.69 Unrealized +17.8%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $29 Shares 898 Est. Cost $28.22 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $28 Shares 866 Est. Cost $41.89 Unrealized -13.0%
BA BOEING COMPANY 0.0%
Value ($000) $28 Shares 160 Est. Cost $172.91 Unrealized -9.2%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $26 Shares 161 Est. Cost $143.33 Unrealized
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $24 Shares 390 Est. Cost $65.80 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value ($000) $24 Shares 46 Est. Cost $397.11 Unrealized +29.6%
PCAR PACCAR INCORPORATED 0.0%
Value ($000) $23 Shares 222 Est. Cost $81.80 Unrealized +27.0%
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $22 Shares 68 Est. Cost $191.56 Unrealized +62.8%
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $17.53 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $22 Shares 96 Est. Cost $210.35 Unrealized +16.0%
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $22 Shares 552 Est. Cost $33.19 Unrealized +20.4%
MTN VAIL RESORTS INCORPORATED 0.0%
Value ($000) $21 Shares 114 Est. Cost $237.32 Unrealized -24.6%
INTC INTEL CORPORATION 0.0%
Value ($000) $21 Shares 1,045 Est. Cost $34.17 Unrealized -34.0%
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value ($000) $21 Shares 214 Est. Cost $73.58 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $20 Shares 399 Est. Cost $50.45 Unrealized
LIN LINDE PLC SHS (IRELAND) 0.0%
Value ($000) $20 Shares 47 Est. Cost $369.34 Unrealized +21.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $15.73 Unrealized
FDHY FIDELITY ENHANCED HIGH YIELD ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.92 Unrealized
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $19 Shares 221 Est. Cost $86.74 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $18 Shares 51 Est. Cost $323.77 Unrealized +13.1%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $18 Shares 665 Est. Cost $25.40 Unrealized
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value ($000) $18 Shares 200 Est. Cost $100.60 Unrealized -13.8%
WELL WELLTOWER INCORPORATED REIT 0.0%
Value ($000) $18 Shares 139 Est. Cost $83.03 Unrealized +55.0%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $17 Shares 87 Est. Cost $186.91 Unrealized
METV LISTED FDS TRUST ROUNDHILL BALL METAVERSE 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $14.38 Unrealized
SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT 0.0%
Value ($000) $17 Shares 100 Est. Cost $108.32 Unrealized +52.9%
AEG AEGON LIMITED AMER REG 1 CERT (BERMUDA) 0.0%
Value ($000) $17 Shares 2,900 Est. Cost $6.05 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $17 Shares 222 Est. Cost $80.78 Unrealized
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 0.0%
Value ($000) $17 Shares 173 Est. Cost $72.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value ($000) $17 Shares 32 Est. Cost $528.90 Unrealized +3.5%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $17 Shares 34 Est. Cost $472.33 Unrealized +11.6%
BHP BHP GROUP LIMITED SPONSORED ADS (AUSTRALIA) 0.0%
Value ($000) $16 Shares 330 Est. Cost $68.31 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.0%
Value ($000) $16 Shares 200 Est. Cost $59.18 Unrealized +33.9%
PCH POTLATCHDELTIC CORPORATION REIT 0.0%
Value ($000) $16 Shares 400 Est. Cost $49.10 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value ($000) $15 Shares 70 Est. Cost $172.22 Unrealized +25.9%
PPL PPL CORPORATION 0.0%
Value ($000) $15 Shares 453 Est. Cost $23.57 Unrealized +34.5%
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $15 Shares 62 Est. Cost $199.93 Unrealized +22.8%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $14 Shares 325 Est. Cost $43.57 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $14 Shares 314 Est. Cost $39.50 Unrealized
BLACKROCK INCOME TR INCORPORATED COM NEW 0.0%
Value ($000) $13 Shares 1,160 Est. Cost $12.43 Unrealized
HIG HARTFORD FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $13 Shares 122 Est. Cost $107.07 Unrealized +6.2%
WESTERN ASSET MUN HIGH INCOME 0.0%
Value ($000) $13 Shares 1,889 Est. Cost $7.23 Unrealized
AN AUTONATION INCORPORATED 0.0%
Value ($000) $13 Shares 75 Est. Cost $159.53 Unrealized +5.9%
AD UNITED STATES CELLULAR CORPORATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $24.52 Unrealized +44.3%
EATON VANCE MUN BD FD 0.0%
Value ($000) $12 Shares 1,132 Est. Cost $10.76 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 118 Est. Cost $109.40 Unrealized -6.5%
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value ($000) $12 Shares 45 Est. Cost $236.30 Unrealized +8.1%
NUVEEN MUN VALUE FD INCORPORATED 0.0%
Value ($000) $12 Shares 1,349 Est. Cost $9.02 Unrealized
WESTERN ASSET MANAGED MUNS FD 0.0%
Value ($000) $12 Shares 1,131 Est. Cost $10.84 Unrealized
NUVEEN AMT FREE QLTY MUN INCME 0.0%
Value ($000) $11 Shares 1,014 Est. Cost $11.97 Unrealized
INVESCO QUALITY MUN INCOME TR 0.0%
Value ($000) $11 Shares 1,154 Est. Cost $10.44 Unrealized
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $11 Shares 334 Est. Cost $36.48 Unrealized
EATON VANCE MUNI INCOME TRUST SH BEN INT 0.0%
Value ($000) $11 Shares 1,107 Est. Cost $10.97 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $11 Shares 348 Est. Cost $28.50 Unrealized
NUVEEN QUALITY MUNCP INCOME FD 0.0%
Value ($000) $11 Shares 933 Est. Cost $12.38 Unrealized
ALLY ALLY FINL INCORPORATED 0.0%
Value ($000) $11 Shares 300 Est. Cost $25.93 Unrealized +34.2%
DOUG DOUGLAS ELLIMAN INCORPORATED 0.0%
Value ($000) $11 Shares 6,380 Est. Cost $2.30 Unrealized -16.3%
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.95 Unrealized -4.2%
CM CANADIAN IMPERIAL BK COMM (CANADA) 0.0%
Value ($000) $10 Shares 160 Est. Cost $36.78 Unrealized +67.4%
NWL NEWELL BRANDS INCORPORATED 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $6.92 Unrealized +23.5%
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD (ISRAEL) 0.0%
Value ($000) $10 Shares 51 Est. Cost $183.12 Unrealized +2.9%
AAP ADVANCE AUTO PARTS INCORPORATED 0.0%
Value ($000) $9 Shares 200 Est. Cost $63.61 Unrealized -37.8%
GM GENERAL MTRS COMPANY 0.0%
Value ($000) $9 Shares 174 Est. Cost $45.24 Unrealized +14.4%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $9 Shares 125 Est. Cost $80.36 Unrealized -12.9%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $9 Shares 310 Est. Cost $35.94 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $9 Shares 602 Est. Cost $15.11 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH 0.0%
Value ($000) $9 Shares 847 Est. Cost $11.34 Unrealized
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.89 Unrealized +13.0%
BXMT BLACKSTONE MTG TR INCORPORATED COM CLASS A REIT 0.0%
Value ($000) $9 Shares 509 Est. Cost $21.75 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI 0.0%
Value ($000) $9 Shares 386 Est. Cost $23.22 Unrealized
GWW GRAINGER W W INCORPORATED 0.0%
Value ($000) $8 Shares 8 Est. Cost $714.51 Unrealized +56.2%
BLACKROCK CR ALLOCATION INCOME 0.0%
Value ($000) $8 Shares 806 Est. Cost $11.28 Unrealized
KELLANOVA 0.0%
Value ($000) $8 Shares 104 Est. Cost $68.41 Unrealized +14.3%
CRM SALESFORCE INCORPORATED 0.0%
Value ($000) $8 Shares 25 Est. Cost $213.47 Unrealized +48.4%
CLX CLOROX COMPANY DEL 0.0%
Value ($000) $8 Shares 50 Est. Cost $141.19 Unrealized +11.5%
ALLSPRING MULTI SECTOR INCOME 0.0%
Value ($000) $8 Shares 870 Est. Cost $9.58 Unrealized
ALC ALCON AG ORD SHS (SWITZERLAND) 0.0%
Value ($000) $8 Shares 93 Est. Cost $76.39 Unrealized +17.6%
NUVEEN MUN HIGH INCOME OPPORTU 0.0%
Value ($000) $8 Shares 729 Est. Cost $11.66 Unrealized
XMVFX BLACKROCK MUNIVEST FD INCORPORATED 0.0%
Value ($000) $8 Shares 1,086 Est. Cost $7.60 Unrealized
EATON VANCE NATL MUN OPPORT TR COM SHS 0.0%
Value ($000) $8 Shares 463 Est. Cost $17.95 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $8 Shares 280 Est. Cost $36.54 Unrealized -22.6%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $8 Shares 60 Est. Cost $91.35 Unrealized
NUVEEN TAXABLE MUNICPAL INM FD 0.0%
Value ($000) $8 Shares 506 Est. Cost $16.61 Unrealized
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $8 Shares 775 Est. Cost $10.27 Unrealized
COHEN & STEERS REIT & PREFERRED & IN 0.0%
Value ($000) $7 Shares 358 Est. Cost $23.67 Unrealized
BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $7 Shares 676 Est. Cost $12.00 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $7 Shares 746 Est. Cost $10.82 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $7 Shares 91 Est. Cost $83.75 Unrealized +1.3%
USCB USCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $11.09 Unrealized +57.4%
MTUS METALLUS INCORPORATED 0.0%
Value ($000) $7 Shares 500 Est. Cost $21.80 Unrealized -30.7%
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $7 Shares 182 Est. Cost $48.83 Unrealized -17.0%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value ($000) $7 Shares 25 Est. Cost $194.07 Unrealized +39.9%
NUVEEN AMT-FREE MUN VALUE FD 0.0%
Value ($000) $7 Shares 512 Est. Cost $14.22 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $79.14 Unrealized
CBOE CBOE GLOBAL MKTS INCORPORATED 0.0%
Value ($000) $7 Shares 35 Est. Cost $194.33 Unrealized +5.2%
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $7 Shares 271 Est. Cost $23.01 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $7 Shares 636 Est. Cost $12.04 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $7 Shares 110 Est. Cost $67.32 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $6 Shares 70 Est. Cost $80.60 Unrealized +22.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $116.18 Unrealized
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $6 Shares 89 Est. Cost $40.89 Unrealized +63.0%
XTEAX TORTOISE SUSTAINABLE & SOCIAL COM SH BEN INT 0.0%
Value ($000) $6 Shares 500 Est. Cost $11.71 Unrealized
F FORD MTR COMPANY 0.0%
Value ($000) $6 Shares 603 Est. Cost $11.09 Unrealized -11.0%
CHTR CHARTER COMMUNICATIONS INCORPORATED CLASS A 0.0%
Value ($000) $6 Shares 17 Est. Cost $400.76 Unrealized -9.8%
WESTERN ASSET HIGH YIELD DEFIN 0.0%
Value ($000) $6 Shares 490 Est. Cost $12.38 Unrealized
NUVEEN PREFERRED & INCOME OPPORTUNIT 0.0%
Value ($000) $6 Shares 717 Est. Cost $8.07 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $243.35 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $6 Shares 280 Est. Cost $21.50 Unrealized
PGIM HIGH YIELD BOND FUND INCORPORATED 0.0%
Value ($000) $6 Shares 407 Est. Cost $13.94 Unrealized
WPC WP CAREY INCORPORATED REIT 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.08 Unrealized
GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK 0.0%
Value ($000) $5 Shares 361 Est. Cost $16.55 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $5 Shares 87 Est. Cost $61.64 Unrealized
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $201.49 Unrealized +9.2%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $5 Shares 922 Est. Cost $5.79 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $5 Shares 24 Est. Cost $185.70 Unrealized +17.3%
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $5 Shares 195 Est. Cost $16.76 Unrealized +39.7%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value ($000) $5 Shares 5 Est. Cost $735.97 Unrealized +22.0%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $5 Shares 51 Est. Cost $83.96 Unrealized
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value ($000) $4 Shares 83 Est. Cost $56.09 Unrealized -5.5%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.0%
Value ($000) $4 Shares 34 Est. Cost $138.94 Unrealized -11.9%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value ($000) $4 Shares 50 Est. Cost $57.28 Unrealized +48.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $4 Shares 24 Est. Cost $86.63 Unrealized
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value ($000) $4 Shares 38 Est. Cost $48.38 Unrealized +125.7%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.89 Unrealized
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $4 Shares 417 Est. Cost $8.27 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $4 Shares 52 Est. Cost $76.88 Unrealized
FLEX FLEX LIMITED (SINGAPORE) 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.01 Unrealized +84.9%
MUFG MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS 0.0%
Value ($000) $4 Shares 327 Est. Cost $8.49 Unrealized
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value ($000) $4 Shares 9 Est. Cost $174.99 Unrealized +149.9%
UPGD INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $55.73 Unrealized
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $4 Shares 59 Est. Cost $65.64 Unrealized -2.4%
BHVN BIOHAVEN LIMITED (VIRGIN ISLANDS (BRITISH)) 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.52 Unrealized -5.8%
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $4 Shares 64 Est. Cost $47.64 Unrealized +22.6%
UBS UBS GROUP AG SHS (SWITZERLAND) 0.0%
Value ($000) $4 Shares 120 Est. Cost $23.36 Unrealized +35.7%
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $4 Shares 22 Est. Cost $176.75 Unrealized -0.2%
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $3 Shares 41 Est. Cost $64.97 Unrealized +29.1%
MPC MARATHON PETE CORPORATION 0.0%
Value ($000) $3 Shares 25 Est. Cost $132.62 Unrealized +12.2%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value ($000) $3 Shares 14 Est. Cost $190.31 Unrealized +20.3%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $3 Shares 15 Est. Cost $133.84 Unrealized +66.9%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value ($000) $3 Shares 32 Est. Cost $82.23 Unrealized +28.8%
USFD US FOODS HLDG CORPORATION 0.0%
Value ($000) $3 Shares 47 Est. Cost $41.44 Unrealized +58.3%
GD GENERAL DYNAMICS CORPORATION 0.0%
Value ($000) $3 Shares 12 Est. Cost $211.15 Unrealized +33.5%
MANH MANHATTAN ASSOCIATES INCORPORATED 0.0%
Value ($000) $3 Shares 11 Est. Cost $195.17 Unrealized +46.0%
TXRH TEXAS ROADHOUSE INCORPORATED 0.0%
Value ($000) $3 Shares 16 Est. Cost $102.50 Unrealized +80.4%
KDP KEURIG DR PEPPER INCORPORATED 0.0%
Value ($000) $3 Shares 89 Est. Cost $30.72 Unrealized +6.0%
PCRX PACIRA BIOSCIENCES INCORPORATED 0.0%
Value ($000) $3 Shares 150 Est. Cost $36.04 Unrealized -51.3%
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $3 Shares 8 Est. Cost $286.94 Unrealized +22.5%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $3 Shares 9 Est. Cost $144.50 Unrealized +115.4%
COR CENCORA INCORPORATED 0.0%
Value ($000) $3 Shares 12 Est. Cost $181.88 Unrealized +28.2%
CRH CRH PLC ORD (IRELAND) 0.0%
Value ($000) $3 Shares 29 Est. Cost $74.71 Unrealized +27.5%
HDB HDFC BANK LIMITED SPONSORED ADS (INDIA) 0.0%
Value ($000) $3 Shares 42 Est. Cost $63.69 Unrealized
CYBERARK SOFTWARE LIMITED SHS (ISRAEL) 0.0%
Value ($000) $3 Shares 8 Est. Cost $163.78 Unrealized
WAB WABTEC 0.0%
Value ($000) $3 Shares 14 Est. Cost $110.14 Unrealized +74.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3 Shares 45 Est. Cost $60.33 Unrealized -2.5%
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED 0.0%
Value ($000) $3 Shares 28 Est. Cost $67.28 Unrealized +34.4%
EXP EAGLE MATLS INCORPORATED 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.72 Unrealized +59.7%
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $2 Shares 28 Est. Cost $70.77 Unrealized +43.1%
DXCM DEXCOM INCORPORATED 0.0%
Value ($000) $2 Shares 30 Est. Cost $109.05 Unrealized -32.1%
KNSL KINSALE CAP GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $386.74 Unrealized +22.3%
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value ($000) $2 Shares 5 Est. Cost $280.43 Unrealized +63.8%
PINNACLE FINL PARTNERS INCORPORATED 0.0%
Value ($000) $2 Shares 19 Est. Cost $67.05 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.96 Unrealized +4.0%
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) 0.0%
Value ($000) $2 Shares 206 Est. Cost $5.83 Unrealized
RBC RBC BEARINGS INCORPORATED 0.0%
Value ($000) $2 Shares 7 Est. Cost $226.85 Unrealized +35.7%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.0%
Value ($000) $2 Shares 24 Est. Cost $60.50 Unrealized +39.5%
GPN GLOBAL PMTS INCORPORATED 0.0%
Value ($000) $2 Shares 18 Est. Cost $116.10 Unrealized -7.1%
CVE CENOVUS ENERGY INCORPORATED (CANADA) 0.0%
Value ($000) $2 Shares 133 Est. Cost $17.90 Unrealized -12.5%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $2 Shares 7 Est. Cost $220.99 Unrealized +30.4%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $111.18 Unrealized +40.5%
BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A 0.0%
Value ($000) $2 Shares 15 Est. Cost $110.16 Unrealized +36.7%
CNQ CANADIAN NAT RES LIMITED (CANADA) 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.64 Unrealized +2.6%
SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) 0.0%
Value ($000) $2 Shares 18 Est. Cost $43.95 Unrealized
SONY SONY GROUP CORPORATION SPONSORED ADR (JAPAN) 0.0%
Value ($000) $2 Shares 90 Est. Cost $35.17 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.73 Unrealized +0.6%
WCC WESCO INTERNATIONAL INCORPORATED 0.0%
Value ($000) $2 Shares 10 Est. Cost $157.78 Unrealized +18.5%
VOYA VOYA FINANCIAL INCORPORATED 0.0%
Value ($000) $2 Shares 26 Est. Cost $66.49 Unrealized +14.1%
LAD LITHIA MTRS INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $304.77 Unrealized +15.6%
AVTR AVANTOR INCORPORATED 0.0%
Value ($000) $2 Shares 84 Est. Cost $21.26 Unrealized +5.8%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $34.82 Unrealized
FSS FEDERAL SIGNAL CORPORATION 0.0%
Value ($000) $2 Shares 19 Est. Cost $59.77 Unrealized +52.8%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $2 Shares 14 Est. Cost $75.94 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 23 Est. Cost $57.16 Unrealized +30.9%
MAS MASCO CORPORATION 0.0%
Value ($000) $2 Shares 24 Est. Cost $55.33 Unrealized +41.7%
HSY HERSHEY COMPANY 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.05 Unrealized -7.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) 0.0%
Value ($000) $2 Shares 22 Est. Cost $59.06 Unrealized +26.3%
ICLR ICON PLC SHS (IRELAND) 0.0%
Value ($000) $2 Shares 8 Est. Cost $252.02 Unrealized -7.3%
NBIX NEUROCRINE BIOSCIENCES INCORPORATED 0.0%
Value ($000) $2 Shares 12 Est. Cost $105.30 Unrealized +17.5%
ESI ELEMENT SOLUTIONS INCORPORATED 0.0%
Value ($000) $2 Shares 64 Est. Cost $19.23 Unrealized +38.5%
WTFC WINTRUST FINL CORPORATION 0.0%
Value ($000) $2 Shares 13 Est. Cost $78.98 Unrealized +56.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.41 Unrealized +15.7%
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $97.49 Unrealized +35.3%
ITGR INTEGER HLDGS CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $84.71 Unrealized +57.4%
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value ($000) $2 Shares 57 Est. Cost $43.25 Unrealized
ALLE ALLEGION PLC ORD SHS (IRELAND) 0.0%
Value ($000) $2 Shares 12 Est. Cost $105.96 Unrealized +32.1%
MTSI MACOM TECH SOLUTIONS HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 12 Est. Cost $74.65 Unrealized +68.5%
QS QUANTUMSCAPE CORPORATION COM CLASS A 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.25 Unrealized 0.0%
DORM DORMAN PRODUCTS INCORPORATED 0.0%
Value ($000) $2 Shares 12 Est. Cost $81.32 Unrealized +57.5%
MHK MOHAWK INDUSTRIES INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $99.71 Unrealized +40.2%
OMC OMNICOM GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 18 Est. Cost $75.86 Unrealized +25.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A 0.0%
Value ($000) $2 Shares 4 Est. Cost $241.57 Unrealized +60.4%
E ENI S P A SPONSORED ADR (ITALY) 0.0%
Value ($000) $2 Shares 56 Est. Cost $31.96 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $2 Shares 8 Est. Cost $139.89 Unrealized +38.0%
GLOB GLOBANT S A (LUXEMBOURG) 0.0%
Value ($000) $2 Shares 7 Est. Cost $187.33 Unrealized +16.5%
LECO LINCOLN ELEC HLDGS INCORPORATED 0.0%
Value ($000) $2 Shares 8 Est. Cost $191.04 Unrealized +5.5%
GMED GLOBUS MED INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.92 Unrealized +41.0%
ENTG ENTEGRIS INCORPORATED 0.0%
Value ($000) $1 Shares 15 Est. Cost $99.12 Unrealized +5.8%
SF STIFEL FINL CORPORATION 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.35 Unrealized +74.0%
NDSN NORDSON CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $227.98 Unrealized +6.4%
PGR PROGRESSIVE CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $120.35 Unrealized +92.7%
PCTY PAYLOCITY HLDG CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $200.82 Unrealized -4.7%
CNC CENTENE CORPORATION DEL 0.0%
Value ($000) $1 Shares 23 Est. Cost $70.40 Unrealized -11.4%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 18 Est. Cost $157.22 Unrealized -50.8%
INTRA-CELLULAR THERAPIES INCORPORATED 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.12 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL 0.0%
Value ($000) $1 Shares 12 Est. Cost $88.20 Unrealized +36.4%
GTES GATES INDL CORPORATION PLC ORD SHS (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.43 Unrealized +62.3%
IEX IDEX CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $210.26 Unrealized +2.5%
QIAGEN NV SHS NEW (NETHERLANDS) 0.0%
Value ($000) $1 Shares 28 Est. Cost $43.00 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) 0.0%
Value ($000) $1 Shares 10 Est. Cost $132.40 Unrealized -11.0%
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION- 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.36 Unrealized
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.0%
Value ($000) $1 Shares 21 Est. Cost $78.72 Unrealized -15.7%
IDA IDACORP INCORPORATED 0.0%
Value ($000) $1 Shares 11 Est. Cost $98.74 Unrealized +11.3%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.46 Unrealized +61.6%
HALO HALOZYME THERAPEUTICS INCORPORATED 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.83 Unrealized +25.6%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) 0.0%
Value ($000) $1 Shares 27 Est. Cost $70.41 Unrealized
SLAB SILICON LABORATORIES INCORPORATED 0.0%
Value ($000) $1 Shares 9 Est. Cost $134.90 Unrealized -15.0%
SUI SUN CMNTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 9 Est. Cost $118.30 Unrealized
AUB ATLANTIC UN BANKSHARES CORPORATION 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.89 Unrealized +39.4%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.57 Unrealized +3.4%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.13 Unrealized +10.4%
AON AON PLC SHS CL A (IRELAND) 0.0%
Value ($000) $1 Shares 3 Est. Cost $321.96 Unrealized +13.4%
EXPO EXPONENT INCORPORATED 0.0%
Value ($000) $1 Shares 12 Est. Cost $81.76 Unrealized +21.0%
HXL HEXCEL CORPORATION NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $71.11 Unrealized -13.1%
ARES ARES MANAGEMENT CORPORATION CLASS A COM STK 0.0%
Value ($000) $1 Shares 6 Est. Cost $94.74 Unrealized +74.5%
ADC AGREE RLTY CORPORATION REIT 0.0%
Value ($000) $1 Shares 15 Est. Cost $55.27 Unrealized
AZTA AZENTA INCORPORATED 0.0%
Value ($000) $1 Shares 21 Est. Cost $52.76 Unrealized -13.7%
MZTI LANCASTER COLONY CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $179.93 Unrealized +1.7%
CGNX COGNEX CORPORATION 0.0%
Value ($000) $1 Shares 28 Est. Cost $47.86 Unrealized -19.0%
BIO BIO RAD LABS INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 3 Est. Cost $323.30 Unrealized +5.0%
LOPE GRAND CANYON ED INCORPORATED 0.0%
Value ($000) $1 Shares 6 Est. Cost $111.01 Unrealized +38.1%
ACI ALBERTSONS COMPANIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.83 Unrealized -12.6%
FOXA FOX CORPORATION CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.87 Unrealized +40.0%
SNDR SCHNEIDER NATIONAL INCORPORATED CLASS B 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.10 Unrealized +2.2%
EGP EASTGROUP PPTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.50 Unrealized
GTLS CHART INDUSTRIES INCORPORATED 0.0%
Value ($000) $1 Shares 5 Est. Cost $161.55 Unrealized -0.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 26 Est. Cost $29.76 Unrealized
ATR APTARGROUP INCORPORATED 0.0%
Value ($000) $1 Shares 6 Est. Cost $140.83 Unrealized +16.6%
MGY MAGNOLIA OIL & GAS CORPORATION CLASS A 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.34 Unrealized +16.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $1 Shares 5 Est. Cost $148.45 Unrealized +16.8%
MTDR MATADOR RES COMPANY 0.0%
Value ($000) $1 Shares 16 Est. Cost $58.25 Unrealized -5.5%
ROCK GIBRALTAR INDUSTRIES INCORPORATED 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.40 Unrealized -0.3%
TTC TORO COMPANY 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.33 Unrealized -13.0%
MOH MOLINA HEALTHCARE INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $314.76 Unrealized -1.9%
ULTA ULTA BEAUTY INCORPORATED 0.0%
Value ($000) $1 Shares 2 Est. Cost $427.95 Unrealized -9.5%
TECK TECK RESOURCES LIMITED CLASS B (CANADA) 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.44 Unrealized +12.8%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.89 Unrealized
VCEL VERICEL CORPORATION 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.67 Unrealized +46.0%
CMCO COLUMBUS MCKINNON CORPORATION N Y 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.02 Unrealized -3.9%
BCS BARCLAYS PLC ADR (UNITED KINGDOM) 0.0%
Value ($000) $1 Shares 61 Est. Cost $7.79 Unrealized
GBCI GLACIER BANCORP INCORPORATED NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.50 Unrealized +77.1%
POR PORTLAND GENERAL ELEC COMPANY COM NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.46 Unrealized +8.5%
ATKR ATKORE INCORPORATED 0.0%
Value ($000) $1 Shares 9 Est. Cost $145.61 Unrealized -41.1%
FIVE FIVE BELOW INCORPORATED 0.0%
Value ($000) $1 Shares 7 Est. Cost $182.78 Unrealized -47.7%
TS TENARIS S A SPONSORED ADS (LUXEMBOURG) 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.78 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INCORPORATED SPONSORED ADR 0.0%
Value ($000) $1 Shares 49 Est. Cost $9.86 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value ($000) $1 Shares 5 Est. Cost $178.52 Unrealized -11.6%
BWA BORGWARNER INCORPORATED 0.0%
Value ($000) $1 Shares 22 Est. Cost $40.98 Unrealized -18.3%
OVV OVINTIV INCORPORATED 0.0%
Value ($000) $1 Shares 17 Est. Cost $45.29 Unrealized -8.0%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.30 Unrealized
MKTX MARKETAXESS HLDGS INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $233.55 Unrealized +10.3%
KVUE KENVUE INCORPORATED 0.0%
Value ($000) $1 Shares 30 Est. Cost $20.95 Unrealized +3.5%
LKQ LKQ CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.84 Unrealized -26.2%
NXT NEXTRACKER INCORPORATED CLASS A COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $53.20 Unrealized -31.2%
BTU PEABODY ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 28 Est. Cost $21.63 Unrealized +12.2%
EASTERLY GOVT PPTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 49 Est. Cost $11.43 Unrealized
ACHC ACADIA HEALTHCARE COMPANY INCORPORATED 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.72 Unrealized -39.6%
SM SM ENERGY COMPANY 0.0%
Value ($000) $1 Shares 14 Est. Cost $35.61 Unrealized +13.6%
INN SUMMIT HOTEL PPTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 77 Est. Cost $5.81 Unrealized
RPD RAPID7 INCORPORATED 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.16 Unrealized -12.1%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.19 Unrealized -14.5%
PII POLARIS INCORPORATED 0.0%
Value ($000) $1 Shares 9 Est. Cost $118.80 Unrealized -41.4%
THRM GENTHERM INCORPORATED 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.05 Unrealized -27.8%
CHAMPIONX CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.63 Unrealized
OLN OLIN CORPORATION COM PAR $1 0.0%
Value ($000) $0 Shares 14 Est. Cost $50.92 Unrealized -21.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 174 Est. Cost $2.13 Unrealized
ESTA ESTABLISHMENT LABS HLDGS INCORPORATED 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.77 Unrealized -27.1%
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $0 Shares 2 Est. Cost $198.06 Unrealized +12.4%
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.67 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.73 Unrealized
CRI CARTERS INCORPORATED 0.0%
Value ($000) $0 Shares 7 Est. Cost $63.74 Unrealized -14.9%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 44 Est. Cost $7.53 Unrealized +21.4%
WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.46 Unrealized
BHF BRIGHTHOUSE FINL INCORPORATED 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.69 Unrealized -1.7%
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value ($000) $0 Shares 14 Est. Cost $23.54 Unrealized 0.0%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 13 Est. Cost $24.62 Unrealized
PUMP PROPETRO HLDG CORPORATION 0.0%
Value ($000) $0 Shares 34 Est. Cost $9.91 Unrealized -16.9%
U UNITY SOFTWARE INCORPORATED 0.0%
Value ($000) $0 Shares 13 Est. Cost $37.91 Unrealized -41.3%
DNUT KRISPY KREME INCORPORATED 0.0%
Value ($000) $0 Shares 28 Est. Cost $13.60 Unrealized -21.4%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.83 Unrealized
TXMD THERAPEUTICSMD INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.78 Unrealized -62.8%