Provenance Wealth Advisors, LLC Diversified Active

CIK: 0002081584 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $773,661 (100.0% shares, 0.0% debt)

Holdings (437)

ITOT ISHARES TR CORE S&P TTL STK 31.0%
Value ($000) $239,914 Shares 1,647,193 Est. Cost $94.19 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 11.7%
Value ($000) $90,475 Shares 912,877 Est. Cost $75.84 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 7.6%
Value ($000) $58,797 Shares 272,472 Est. Cost $155.38 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 6.5%
Value ($000) $50,466 Shares 686,983 Est. Cost $54.19 Unrealized
JGRO JP MORGAN ETF ACTIVE GROWTH ETF 5.4%
Value ($000) $41,502 Shares 442,691 Est. Cost $87.20 Unrealized
AGG ISHARES TR CORE US AGGBD ET 4.8%
Value ($000) $37,328 Shares 372,345 Est. Cost $94.48 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 4.7%
Value ($000) $36,330 Shares 680,340 Est. Cost $39.71 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 4.2%
Value ($000) $32,200 Shares 84,974 Est. Cost $246.53 Unrealized
SPY SPDR S&P 500 ETF 3.8%
Value ($000) $29,133 Shares 43,732 Est. Cost $435.11 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $15,326 Shares 82,140 Est. Cost $104.65 Unrealized +66.6%
AAPL APPLE INCORPORATED 1.4%
Value ($000) $10,683 Shares 41,956 Est. Cost $192.23 Unrealized +17.3%
EFA ISHARES TR MSCI EAFE ETF 1.3%
Value ($000) $10,248 Shares 109,756 Est. Cost $75.89 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.1%
Value ($000) $8,642 Shares 18,449 Est. Cost $275.86 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,997 Shares 9,989 Est. Cost $361.95 Unrealized
MSFT MICROSOFT CORPORATION 0.7%
Value ($000) $5,748 Shares 11,097 Est. Cost $329.00 Unrealized +54.6%
IJH ISHARES TR CORE S&P MCP ETF 0.7%
Value ($000) $5,634 Shares 86,336 Est. Cost $63.80 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.7%
Value ($000) $5,162 Shares 70,427 Est. Cost $50.04 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.6%
Value ($000) $4,908 Shares 24,108 Est. Cost $169.32 Unrealized
IGV ISHARES TR EXPANDED TECH 0.4%
Value ($000) $3,123 Shares 27,152 Est. Cost $117.08 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.4%
Value ($000) $3,084 Shares 25,954 Est. Cost $114.99 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.4%
Value ($000) $2,920 Shares 4,768 Est. Cost $406.31 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.4%
Value ($000) $2,757 Shares 11,392 Est. Cost $178.29 Unrealized
IUSG ISHARES TR CORE S&P US GWT 0.3%
Value ($000) $2,276 Shares 13,830 Est. Cost $94.83 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $1,991 Shares 4,151 Est. Cost $292.72 Unrealized
AMZN AMAZON COM INCORPORATED 0.2%
Value ($000) $1,782 Shares 8,116 Est. Cost $200.90 Unrealized +12.7%
SMHX VANECK FABLESS SEMICONDUCTOR ETF 0.2%
Value ($000) $1,736 Shares 45,338 Est. Cost $26.78 Unrealized
CAT CATERPILLAR INCORPORATED 0.2%
Value ($000) $1,525 Shares 3,196 Est. Cost $262.30 Unrealized +62.2%
HDV ISHARES TR CORE HIGH DV ETF 0.2%
Value ($000) $1,370 Shares 11,191 Est. Cost $100.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.2%
Value ($000) $1,322 Shares 2,629 Est. Cost $354.77 Unrealized +36.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,232 Shares 6,493 Est. Cost $174.04 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $1,220 Shares 10,109 Est. Cost $68.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $1,210 Shares 4,288 Est. Cost $136.88 Unrealized +89.6%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.1%
Value ($000) $1,146 Shares 16,465 Est. Cost $67.48 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value ($000) $1,099 Shares 15,105 Est. Cost $37.53 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $1,087 Shares 1,624 Est. Cost $484.19 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $1,046 Shares 4,453 Est. Cost $177.90 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $1,043 Shares 31,535 Est. Cost $32.46 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value ($000) $1,003 Shares 31,725 Est. Cost $30.72 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $976 Shares 4,727 Est. Cost $153.84 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $925 Shares 4,987 Est. Cost $152.78 Unrealized +10.9%
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $917 Shares 35,947 Est. Cost $25.10 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $885 Shares 2,664 Est. Cost $158.83 Unrealized +99.3%
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $857 Shares 2,511 Est. Cost $287.50 Unrealized +20.0%
WMT WALMART INCORPORATED 0.1%
Value ($000) $833 Shares 8,087 Est. Cost $56.49 Unrealized +75.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $815 Shares 2,294 Est. Cost $171.88 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value ($000) $802 Shares 32,961 Est. Cost $23.94 Unrealized
ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.1%
Value ($000) $799 Shares 24,232 Est. Cost $25.81 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $794 Shares 32,684 Est. Cost $23.85 Unrealized
PAYX PAYCHEX INCORPORATED 0.1%
Value ($000) $767 Shares 6,053 Est. Cost $121.91 Unrealized +12.5%
QTUM DEFIANCE QUANTUM ETF 0.1%
Value ($000) $734 Shares 6,995 Est. Cost $89.28 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.1%
Value ($000) $728 Shares 991 Est. Cost $377.44 Unrealized +96.9%
NOW SERVICENOW INCORPORATED 0.1%
Value ($000) $688 Shares 748 Est. Cost $117.18 Unrealized +59.4%
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value ($000) $649 Shares 3,718 Est. Cost $54.16 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value ($000) $641 Shares 18,228 Est. Cost $34.87 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value ($000) $638 Shares 4,614 Est. Cost $99.27 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value ($000) $620 Shares 30,154 Est. Cost $20.29 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $617 Shares 5,990 Est. Cost $88.55 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.1%
Value ($000) $613 Shares 1,944 Est. Cost $209.59 Unrealized +41.2%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $606 Shares 2,171 Est. Cost $92.18 Unrealized
AVGO BROADCOM INCORPORATED 0.1%
Value ($000) $606 Shares 1,836 Est. Cost $175.58 Unrealized +74.1%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $582 Shares 12,534 Est. Cost $34.90 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $567 Shares 12,086 Est. Cost $43.51 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.1%
Value ($000) $555 Shares 2,250 Est. Cost $322.63 Unrealized -19.2%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value ($000) $553 Shares 2,273 Est. Cost $154.72 Unrealized +35.2%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.1%
Value ($000) $536 Shares 2,200 Est. Cost $167.01 Unrealized +25.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $515 Shares 3,653 Est. Cost $118.63 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $510 Shares 3,526 Est. Cost $89.60 Unrealized +47.6%
IBDU ISHARES TR IBONDS DEC 29 0.1%
Value ($000) $505 Shares 21,536 Est. Cost $23.24 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.1%
Value ($000) $494 Shares 1,014 Est. Cost $385.89 Unrealized +38.3%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $492 Shares 20,561 Est. Cost $23.44 Unrealized
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $470 Shares 21,227 Est. Cost $21.88 Unrealized
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.1%
Value ($000) $460 Shares 2,982 Est. Cost $101.38 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value ($000) $453 Shares 586 Est. Cost $503.12 Unrealized +39.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $446 Shares 1,549 Est. Cost $272.79 Unrealized +7.5%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $426 Shares 16,725 Est. Cost $25.97 Unrealized -7.0%
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value ($000) $422 Shares 3,965 Est. Cost $105.71 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $422 Shares 3,149 Est. Cost $100.75 Unrealized +29.6%
HD HOME DEPOT INCORPORATED 0.1%
Value ($000) $412 Shares 1,018 Est. Cost $316.37 Unrealized +23.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $403 Shares 6,728 Est. Cost $43.72 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $396 Shares 983 Est. Cost $366.17 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $388 Shares 849 Est. Cost $395.72 Unrealized +23.7%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value ($000) $373 Shares 19,248 Est. Cost $20.33 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $370 Shares 2,936 Est. Cost $126.74 Unrealized
CVX CHEVRON CORPORATION NEW 0.0%
Value ($000) $365 Shares 2,350 Est. Cost $144.99 Unrealized +5.0%
ISHARES TR IBONDS DEC25 ETF 0.0%
Value ($000) $363 Shares 14,393 Est. Cost $24.83 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $362 Shares 1,687 Est. Cost $113.42 Unrealized +76.5%
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $351 Shares 1,517 Est. Cost $135.33 Unrealized +49.2%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $351 Shares 3,532 Est. Cost $118.27 Unrealized -13.0%
RTX RTX CORPORATION 0.0%
Value ($000) $337 Shares 2,014 Est. Cost $85.29 Unrealized +80.9%
CSCO CISCO SYSTEMS INCORPORATED 0.0%
Value ($000) $319 Shares 4,669 Est. Cost $49.98 Unrealized +34.8%
LNC LINCOLN NATL CORPORATION IND 0.0%
Value ($000) $318 Shares 7,890 Est. Cost $22.67 Unrealized +66.8%
AEM AGNICO EAGLE MINES LIMITED (CANADA) 0.0%
Value ($000) $310 Shares 1,840 Est. Cost $46.83 Unrealized +192.2%
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $301 Shares 2,643 Est. Cost $94.51 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.0%
Value ($000) $292 Shares 1,899 Est. Cost $145.63 Unrealized +6.4%
AMAT APPLIED MATLS INCORPORATED 0.0%
Value ($000) $292 Shares 1,424 Est. Cost $141.22 Unrealized +28.0%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $290 Shares 2,614 Est. Cost $70.58 Unrealized +59.1%
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $290 Shares 3,688 Est. Cost $111.53 Unrealized -17.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $288 Shares 5,211 Est. Cost $46.61 Unrealized
XMPT VANECK CEF MUNI INCOME ETF 0.0%
Value ($000) $288 Shares 13,160 Est. Cost $18.90 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $286 Shares 825 Est. Cost $262.23 Unrealized +34.0%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $285 Shares 2,008 Est. Cost $112.21 Unrealized
IBDW ISHARES TR IBONDS DEC 2031 0.0%
Value ($000) $278 Shares 13,092 Est. Cost $21.13 Unrealized
BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) 0.0%
Value ($000) $278 Shares 4,049 Est. Cost $22.35 Unrealized +97.8%
GSL GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A 0.0%
Value ($000) $278 Shares 9,040 Est. Cost $22.37 Unrealized +33.2%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value ($000) $275 Shares 25,758 Est. Cost $15.47 Unrealized -36.8%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $273 Shares 969 Est. Cost $137.50 Unrealized +84.9%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.0%
Value ($000) $267 Shares 1,795 Est. Cost $86.05 Unrealized +57.6%
T AT&T INCORPORATED 0.0%
Value ($000) $266 Shares 9,419 Est. Cost $13.69 Unrealized +105.0%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $262 Shares 2,324 Est. Cost $106.12 Unrealized +3.4%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $262 Shares 870 Est. Cost $202.58 Unrealized +34.6%
WU WESTERN UN COMPANY 0.0%
Value ($000) $256 Shares 32,000 Est. Cost $10.58 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.0%
Value ($000) $247 Shares 267 Est. Cost $537.62 Unrealized +78.0%
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value ($000) $239 Shares 10,210 Est. Cost $22.06 Unrealized +6.6%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $235 Shares 1,153 Est. Cost $178.16 Unrealized +7.4%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $230 Shares 5,508 Est. Cost $41.26 Unrealized
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value ($000) $228 Shares 1,598 Est. Cost $118.49 Unrealized +16.2%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value ($000) $226 Shares 506 Est. Cost $402.51 Unrealized +19.2%
JBL JABIL INCORPORATED 0.0%
Value ($000) $226 Shares 1,041 Est. Cost $108.78 Unrealized +100.1%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $223 Shares 4,321 Est. Cost $28.14 Unrealized +71.8%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $220 Shares 1,052 Est. Cost $136.11 Unrealized
DOC HEALTHPEAK PROPERTIES INCORPORATED REIT 0.0%
Value ($000) $218 Shares 11,399 Est. Cost $16.13 Unrealized +8.3%
PKG PACKAGING CORPORATION AMER 0.0%
Value ($000) $218 Shares 1,000 Est. Cost $136.75 Unrealized +49.2%
CB CHUBB LIMITED (SWITZERLAND) 0.0%
Value ($000) $213 Shares 756 Est. Cost $197.70 Unrealized +39.2%
QCOM QUALCOMM INCORPORATED 0.0%
Value ($000) $204 Shares 1,228 Est. Cost $117.67 Unrealized +33.6%
DOW DOW INCORPORATED 0.0%
Value ($000) $202 Shares 8,796 Est. Cost $36.85 Unrealized -34.0%
URI UNITED RENTALS INCORPORATED 0.0%
Value ($000) $197 Shares 206 Est. Cost $708.23 Unrealized +25.5%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value ($000) $196 Shares 523 Est. Cost $212.34 Unrealized +71.1%
ZS ZSCALER INCORPORATED 0.0%
Value ($000) $174 Shares 580 Est. Cost $153.13 Unrealized +86.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $174 Shares 1,261 Est. Cost $131.20 Unrealized
EMR EMERSON ELEC COMPANY 0.0%
Value ($000) $174 Shares 1,324 Est. Cost $91.44 Unrealized +48.2%
PONY PONY AI INCORPORATED SPONSORED ADS (CAYMAN ISLANDS) 0.0%
Value ($000) $164 Shares 7,313 Est. Cost $13.20 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value ($000) $163 Shares 38 Est. Cost $3254.77 Unrealized +23.3%
MELI MERCADOLIBRE INCORPORATED 0.0%
Value ($000) $161 Shares 69 Est. Cost $2038.25 Unrealized +17.8%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $157 Shares 7,982 Est. Cost $19.23 Unrealized
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF 0.0%
Value ($000) $157 Shares 8,205 Est. Cost $18.81 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $155 Shares 4,960 Est. Cost $28.98 Unrealized
PBP INVESCO S&P 500 BUYWRITE ETF 0.0%
Value ($000) $154 Shares 6,981 Est. Cost $21.34 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $151 Shares 490 Est. Cost $285.30 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $147 Shares 300 Est. Cost $155.44 Unrealized +192.6%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $147 Shares 450 Est. Cost $176.99 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $146 Shares 2,131 Est. Cost $52.49 Unrealized
SNOW SNOWFLAKE INCORPORATED COM SHS 0.0%
Value ($000) $145 Shares 643 Est. Cost $186.18 Unrealized +15.3%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $145 Shares 894 Est. Cost $128.90 Unrealized +25.2%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $141 Shares 500 Est. Cost $278.10 Unrealized +3.1%
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) 0.0%
Value ($000) $140 Shares 3,360 Est. Cost $29.76 Unrealized +34.8%
NFLX NETFLIX INCORPORATED 0.0%
Value ($000) $140 Shares 117 Est. Cost $42.39 Unrealized +187.9%
HUBS HUBSPOT INCORPORATED 0.0%
Value ($000) $138 Shares 294 Est. Cost $552.68 Unrealized -9.0%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $137 Shares 1,273 Est. Cost $78.49 Unrealized
FTNT FORTINET INCORPORATED 0.0%
Value ($000) $135 Shares 1,605 Est. Cost $71.01 Unrealized +25.7%
DLTR DOLLAR TREE INCORPORATED 0.0%
Value ($000) $134 Shares 1,424 Est. Cost $91.18 Unrealized +17.4%
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $131 Shares 764 Est. Cost $97.43 Unrealized +73.9%
TSLA TESLA INCORPORATED 0.0%
Value ($000) $130 Shares 292 Est. Cost $232.93 Unrealized +48.9%
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value ($000) $128 Shares 1,898 Est. Cost $52.66 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $123 Shares 1,275 Est. Cost $69.25 Unrealized
APO APOLLO GLOBAL MGMT INCORPORATED 0.0%
Value ($000) $118 Shares 884 Est. Cost $131.37 Unrealized +7.1%
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN 0.0%
Value ($000) $118 Shares 11,554 Est. Cost $11.34 Unrealized -14.7%
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) 0.0%
Value ($000) $117 Shares 614 Est. Cost $180.42 Unrealized
KSS KOHLS CORPORATION 0.0%
Value ($000) $116 Shares 7,524 Est. Cost $11.61 Unrealized +14.8%
ADBE ADOBE INCORPORATED 0.0%
Value ($000) $114 Shares 322 Est. Cost $455.11 Unrealized -21.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $112 Shares 200 Est. Cost $781.58 Unrealized -27.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $112 Shares 2,397 Est. Cost $36.20 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value ($000) $108 Shares 591 Est. Cost $150.26 Unrealized +7.9%
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value ($000) $104 Shares 1,338 Est. Cost $87.18 Unrealized +6.6%
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value ($000) $99 Shares 1,117 Est. Cost $92.10 Unrealized
INTU INTUIT 0.0%
Value ($000) $98 Shares 143 Est. Cost $630.80 Unrealized +14.1%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $94 Shares 1,071 Est. Cost $72.26 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $89 Shares 610 Est. Cost $100.89 Unrealized
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $88 Shares 903 Est. Cost $50.81 Unrealized +84.1%
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.0%
Value ($000) $87 Shares 600 Est. Cost $97.74 Unrealized +30.4%
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $87 Shares 690 Est. Cost $74.76 Unrealized
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value ($000) $87 Shares 2,542 Est. Cost $20.96 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $87 Shares 1,151 Est. Cost $64.15 Unrealized +5.7%
ICF ISHARES TR SELECT US REIT 0.0%
Value ($000) $86 Shares 1,400 Est. Cost $50.16 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $17.53 Unrealized +164.9%
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value ($000) $84 Shares 351 Est. Cost $243.93 Unrealized -5.2%
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value ($000) $84 Shares 242 Est. Cost $366.84 Unrealized -18.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $84 Shares 1,399 Est. Cost $53.44 Unrealized +26.6%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BON 0.0%
Value ($000) $82 Shares 3,208 Est. Cost $25.60 Unrealized
ITT ITT INCORPORATED 0.0%
Value ($000) $80 Shares 450 Est. Cost $98.13 Unrealized +71.0%
KO COCA COLA COMPANY 0.0%
Value ($000) $80 Shares 1,212 Est. Cost $56.90 Unrealized +19.4%
LLY ELI LILLY & COMPANY 0.0%
Value ($000) $80 Shares 105 Est. Cost $507.91 Unrealized +46.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $80 Shares 1,474 Est. Cost $39.27 Unrealized
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $79 Shares 1,200 Est. Cost $65.72 Unrealized
LEN LENNAR CORPORATION CLASS A 0.0%
Value ($000) $78 Shares 619 Est. Cost $115.42 Unrealized +7.1%
LEG LEGGETT & PLATT INCORPORATED 0.0%
Value ($000) $77 Shares 8,718 Est. Cost $9.48 Unrealized +0.5%
Z ZILLOW GROUP INCORPORATED CLASS C CAP STK 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $51.40 Unrealized +59.0%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $75 Shares 825 Est. Cost $64.04 Unrealized 0.0%
CSX CSX CORPORATION 0.0%
Value ($000) $74 Shares 2,096 Est. Cost $30.62 Unrealized +10.8%
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $73 Shares 173 Est. Cost $287.98 Unrealized +32.2%
XLV SPDR HEALTH CARE SELECT 0.0%
Value ($000) $72 Shares 519 Est. Cost $128.74 Unrealized
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value ($000) $72 Shares 1,200 Est. Cost $72.64 Unrealized -20.5%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value ($000) $71 Shares 146 Est. Cost $441.58 Unrealized +5.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $70 Shares 443 Est. Cost $75.21 Unrealized +94.7%
ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value ($000) $70 Shares 72 Est. Cost $742.90 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $67 Shares 516 Est. Cost $100.93 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $65 Shares 580 Est. Cost $74.34 Unrealized +45.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $65 Shares 5,591 Est. Cost $11.20 Unrealized
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.0%
Value ($000) $64 Shares 500 Est. Cost $101.77 Unrealized
BAM BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 0.0%
Value ($000) $64 Shares 1,124 Est. Cost $31.84 Unrealized +84.3%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $62 Shares 501 Est. Cost $130.10 Unrealized -2.5%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $61 Shares 435 Est. Cost $166.12 Unrealized -15.5%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.0%
Value ($000) $60 Shares 1,366 Est. Cost $43.92 Unrealized
BLK BLACKROCK INCORPORATED 0.0%
Value ($000) $58 Shares 50 Est. Cost $961.85 Unrealized +15.3%
USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 0.0%
Value ($000) $58 Shares 940 Est. Cost $39.66 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value ($000) $57 Shares 273 Est. Cost $174.59 Unrealized +18.6%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $57 Shares 1,312 Est. Cost $41.92 Unrealized
DIS DISNEY WALT COMPANY 0.0%
Value ($000) $57 Shares 495 Est. Cost $88.63 Unrealized +32.0%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value ($000) $55 Shares 60 Est. Cost $808.07 Unrealized 0.0%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value ($000) $55 Shares 185 Est. Cost $270.63 Unrealized +4.0%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $48.95 Unrealized +11.1%
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $7.94 Unrealized +198.8%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value ($000) $52 Shares 666 Est. Cost $29.87 Unrealized +4.3%
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value ($000) $52 Shares 65 Est. Cost $317.48 Unrealized +131.5%
CRM SALESFORCE INCORPORATED 0.0%
Value ($000) $51 Shares 217 Est. Cost $275.50 Unrealized -8.7%
COWG PACER FDS TR US LARGE CAP CASH COWS 0.0%
Value ($000) $51 Shares 1,396 Est. Cost $36.30 Unrealized
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value ($000) $50 Shares 265 Est. Cost $91.57 Unrealized +89.3%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value ($000) $50 Shares 307 Est. Cost $118.55 Unrealized +39.3%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $47 Shares 186 Est. Cost $249.27 Unrealized -2.0%
NVO NOVO-NORDISK A S ADR (DENMARK) 0.0%
Value ($000) $47 Shares 841 Est. Cost $92.71 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $46 Shares 1,685 Est. Cost $19.81 Unrealized
AVAV AEROVIRONMENT INCORPORATED 0.0%
Value ($000) $45 Shares 144 Est. Cost $258.71 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $44 Shares 144 Est. Cost $175.00 Unrealized +55.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $44 Shares 100 Est. Cost $396.54 Unrealized
TTD THE TRADE DESK INCORPORATED COM CLASS A 0.0%
Value ($000) $43 Shares 876 Est. Cost $85.58 Unrealized -25.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $42 Shares 879 Est. Cost $33.06 Unrealized +40.2%
GEV GE VERNOVA INCORPORATED 0.0%
Value ($000) $42 Shares 68 Est. Cost $191.56 Unrealized +216.1%
EQL ALPS EQUAL SECTOR WEIGHT ETF 0.0%
Value ($000) $41 Shares 900 Est. Cost $71.76 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $40 Shares 282 Est. Cost $110.93 Unrealized +16.5%
SAP SAP SE SPON ADR (GERMANY) 0.0%
Value ($000) $40 Shares 149 Est. Cost $154.59 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $40 Shares 165 Est. Cost $178.81 Unrealized
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $39 Shares 221 Est. Cost $86.74 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $38 Shares 125 Est. Cost $289.12 Unrealized +4.2%
CNI CANADIAN NATL RY COMPANY (CANADA) 0.0%
Value ($000) $38 Shares 400 Est. Cost $109.61 Unrealized -12.4%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $37 Shares 863 Est. Cost $41.95 Unrealized
ZG ZILLOW GROUP INCORPORATED CLASS A 0.0%
Value ($000) $37 Shares 500 Est. Cost $50.21 Unrealized +56.8%
MET METLIFE INCORPORATED 0.0%
Value ($000) $37 Shares 450 Est. Cost $58.23 Unrealized +33.8%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $37 Shares 650 Est. Cost $46.00 Unrealized +27.2%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 1,800 Est. Cost $19.56 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $34 Shares 225 Est. Cost $101.97 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $34 Shares 510 Est. Cost $44.64 Unrealized +54.8%
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value ($000) $34 Shares 447 Est. Cost $74.19 Unrealized -2.7%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value ($000) $33 Shares 1,707 Est. Cost $11.96 Unrealized +13.9%
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value ($000) $33 Shares 350 Est. Cost $77.66 Unrealized +17.5%
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $33 Shares 1,056 Est. Cost $38.14 Unrealized -13.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $33 Shares 449 Est. Cost $61.43 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $33 Shares 3,479 Est. Cost $7.64 Unrealized
UNP UNION PAC CORPORATION 0.0%
Value ($000) $33 Shares 139 Est. Cost $208.28 Unrealized +7.1%
VMI VALMONT INDUSTRIES INCORPORATED 0.0%
Value ($000) $32 Shares 83 Est. Cost $253.22 Unrealized +43.6%
NTR NUTRIEN LIMITED (CANADA) 0.0%
Value ($000) $32 Shares 545 Est. Cost $56.73 Unrealized +2.7%
B BARRICK MINING CORPORATION COM SHS (CANADA) 0.0%
Value ($000) $32 Shares 973 Est. Cost $25.15 Unrealized 0.0%
INTC INTEL CORPORATION 0.0%
Value ($000) $32 Shares 946 Est. Cost $29.48 Unrealized -17.8%
TOTALENERGIES SE SPONSORED ADS (FRANCE) 0.0%
Value ($000) $31 Shares 526 Est. Cost $67.23 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.0%
Value ($000) $31 Shares 370 Est. Cost $98.89 Unrealized -18.1%
MDB MONGODB INCORPORATED CLASS A 0.0%
Value ($000) $31 Shares 100 Est. Cost $334.07 Unrealized -23.1%
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.0%
Value ($000) $30 Shares 763 Est. Cost $36.80 Unrealized +17.4%
IBLC ISHARES TR BLOCKCHAIN & TEC 0.0%
Value ($000) $28 Shares 508 Est. Cost $24.68 Unrealized
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $28 Shares 390 Est. Cost $65.80 Unrealized
ETHA ISHARES ETHEREUM TR SHS 0.0%
Value ($000) $28 Shares 873 Est. Cost $13.82 Unrealized
IR INGERSOLL RAND INCORPORATED 0.0%
Value ($000) $27 Shares 328 Est. Cost $68.24 Unrealized +20.1%
PSTG PURE STORAGE INCORPORATED CLASS A 0.0%
Value ($000) $27 Shares 321 Est. Cost $66.50 Unrealized 0.0%
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value ($000) $26 Shares 46 Est. Cost $397.11 Unrealized +44.4%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $26 Shares 496 Est. Cost $40.96 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $26 Shares 137 Est. Cost $186.49 Unrealized
WELL WELLTOWER INCORPORATED REIT 0.0%
Value ($000) $25 Shares 139 Est. Cost $83.03 Unrealized +96.8%
METV LISTED FDS TRUST ROUNDHILL BALL METAVERSE 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $14.38 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $25 Shares 187 Est. Cost $127.30 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $24 Shares 665 Est. Cost $25.40 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $24 Shares 103 Est. Cost $246.77 Unrealized -7.5%
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value ($000) $24 Shares 905 Est. Cost $20.63 Unrealized +23.8%
SNY SANOFI SA SPONSORED ADR (FRANCE) 0.0%
Value ($000) $24 Shares 505 Est. Cost $50.37 Unrealized
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value ($000) $24 Shares 214 Est. Cost $73.58 Unrealized
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $24 Shares 515 Est. Cost $33.19 Unrealized +26.9%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value ($000) $23 Shares 30 Est. Cost $767.85 Unrealized +0.8%
LIN LINDE PLC SHS (IRELAND) 0.0%
Value ($000) $22 Shares 47 Est. Cost $369.34 Unrealized +27.4%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.0%
Value ($000) $22 Shares 200 Est. Cost $59.18 Unrealized +80.6%
WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & 0.0%
Value ($000) $22 Shares 769 Est. Cost $28.56 Unrealized
PCAR PACCAR INCORPORATED 0.0%
Value ($000) $22 Shares 222 Est. Cost $81.80 Unrealized +18.5%
TGT TARGET CORPORATION 0.0%
Value ($000) $22 Shares 243 Est. Cost $137.00 Unrealized -29.4%
NET CLOUDFLARE INCORPORATED CLASS A COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $204.15 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.0%
Value ($000) $21 Shares 328 Est. Cost $46.81 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $21 Shares 294 Est. Cost $71.94 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $21 Shares 136 Est. Cost $155.45 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $21 Shares 66 Est. Cost $285.86 Unrealized
MADE ISHARES TR US MANUFACTURING 0.0%
Value ($000) $21 Shares 709 Est. Cost $23.20 Unrealized
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 0.0%
Value ($000) $20 Shares 173 Est. Cost $72.66 Unrealized
DLR DIGITAL RLTY TR INCORPORATED REIT 0.0%
Value ($000) $20 Shares 118 Est. Cost $168.66 Unrealized 0.0%
BPAY ISHARES FINTECH ACTIVE ETF 0.0%
Value ($000) $20 Shares 634 Est. Cost $24.41 Unrealized
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $20 Shares 74 Est. Cost $324.84 Unrealized -7.0%
DOCU DOCUSIGN INCORPORATED 0.0%
Value ($000) $20 Shares 282 Est. Cost $77.06 Unrealized 0.0%
ARTY ISHARES TR FUTURE AI & TECH 0.0%
Value ($000) $20 Shares 441 Est. Cost $31.45 Unrealized
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $20 Shares 376 Est. Cost $45.07 Unrealized
PODD INSULET CORPORATION 0.0%
Value ($000) $20 Shares 64 Est. Cost $313.31 Unrealized 0.0%
XLU SPDR UTILITIES SELECT SECTOR FUND 0.0%
Value ($000) $19 Shares 222 Est. Cost $80.78 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $19 Shares 96 Est. Cost $210.35 Unrealized -5.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $19 Shares 51 Est. Cost $323.77 Unrealized +18.8%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value ($000) $18 Shares 745 Est. Cost $30.60 Unrealized -17.7%
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value ($000) $18 Shares 458 Est. Cost $38.47 Unrealized -0.9%
DOUG DOUGLAS ELLIMAN INCORPORATED 0.0%
Value ($000) $18 Shares 6,380 Est. Cost $2.30 Unrealized +14.2%
MO ALTRIA GROUP INCORPORATED 0.0%
Value ($000) $18 Shares 273 Est. Cost $36.09 Unrealized +70.2%
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $18 Shares 342 Est. Cost $46.98 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value ($000) $17 Shares 70 Est. Cost $172.22 Unrealized +38.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.73 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $17 Shares 34 Est. Cost $472.33 Unrealized -5.1%
PPL PPL CORPORATION 0.0%
Value ($000) $17 Shares 453 Est. Cost $23.57 Unrealized +50.3%
MTN VAIL RESORTS INCORPORATED 0.0%
Value ($000) $17 Shares 111 Est. Cost $237.32 Unrealized -34.6%
AN AUTONATION INCORPORATED 0.0%
Value ($000) $16 Shares 75 Est. Cost $159.53 Unrealized +32.1%
HIG HARTFORD INSURANCE GROUP INCORPORATED 0.0%
Value ($000) $16 Shares 122 Est. Cost $107.07 Unrealized +19.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $16 Shares 360 Est. Cost $49.40 Unrealized -7.9%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $16 Shares 325 Est. Cost $43.57 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $16 Shares 314 Est. Cost $39.50 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $16 Shares 568 Est. Cost $29.73 Unrealized
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value ($000) $15 Shares 200 Est. Cost $100.60 Unrealized -27.2%
JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) 0.0%
Value ($000) $15 Shares 429 Est. Cost $34.98 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value ($000) $15 Shares 173 Est. Cost $41.74 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.0%
Value ($000) $15 Shares 163 Est. Cost $93.45 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $14 Shares 81 Est. Cost $143.33 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM (CANADA) 0.0%
Value ($000) $13 Shares 160 Est. Cost $36.78 Unrealized +104.6%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $12 Shares 348 Est. Cost $28.50 Unrealized
AAP ADVANCE AUTO PARTS INCORPORATED 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.61 Unrealized -8.1%
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $11 Shares 40 Est. Cost $199.93 Unrealized +35.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value ($000) $11 Shares 215 Est. Cost $81.29 Unrealized -33.5%
LULU LULULEMON ATHLETICA INCORPORATED 0.0%
Value ($000) $10 Shares 59 Est. Cost $275.46 Unrealized -27.3%
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $10 Shares 240 Est. Cost $36.48 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE I 0.0%
Value ($000) $10 Shares 200 Est. Cost $24.52 Unrealized +70.5%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $10 Shares 125 Est. Cost $80.36 Unrealized -2.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $10 Shares 38 Est. Cost $236.97 Unrealized
CTRA COTERRA ENERGY INCORPORATED 0.0%
Value ($000) $9 Shares 400 Est. Cost $24.95 Unrealized -4.6%
BXMT BLACKSTONE MTG TR INCORPORATED COM CLASS A REIT 0.0%
Value ($000) $9 Shares 509 Est. Cost $21.75 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $9 Shares 266 Est. Cost $41.89 Unrealized -19.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $9 Shares 97 Est. Cost $109.40 Unrealized -14.7%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $9 Shares 260 Est. Cost $35.94 Unrealized
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $9 Shares 505 Est. Cost $17.17 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $9 Shares 60 Est. Cost $91.35 Unrealized
MRP MILLROSE PPTYS INCORPORATED COM CLASS A REIT 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.51 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.05 Unrealized
GWW GRAINGER W W INCORPORATED 0.0%
Value ($000) $8 Shares 8 Est. Cost $714.51 Unrealized +40.1%
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $7 Shares 89 Est. Cost $40.89 Unrealized +96.8%
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value ($000) $7 Shares 38 Est. Cost $48.38 Unrealized +276.4%
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value ($000) $7 Shares 9 Est. Cost $174.99 Unrealized +286.9%
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $79.14 Unrealized
F FORD MTR COMPANY 0.0%
Value ($000) $7 Shares 603 Est. Cost $11.09 Unrealized +2.1%
USCB USCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $11.09 Unrealized +54.8%
ALC ALCON AG ORD SHS (SWITZERLAND) 0.0%
Value ($000) $7 Shares 93 Est. Cost $76.39 Unrealized +9.2%
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $7 Shares 91 Est. Cost $83.75 Unrealized -11.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $7 Shares 49 Est. Cost $116.18 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value ($000) $7 Shares 87 Est. Cost $61.64 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $50.35 Unrealized
SLB SCHLUMBERGER LIMITED COM STK (CURACAO) 0.0%
Value ($000) $6 Shares 182 Est. Cost $48.83 Unrealized -29.7%
CLX CLOROX COMPANY DEL 0.0%
Value ($000) $6 Shares 50 Est. Cost $141.19 Unrealized -13.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $243.35 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $6 Shares 229 Est. Cost $36.54 Unrealized -40.1%
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value ($000) $6 Shares 83 Est. Cost $56.09 Unrealized +11.3%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $186.91 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $5 Shares 58 Est. Cost $80.60 Unrealized +11.8%
MUFG MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS 0.0%
Value ($000) $5 Shares 327 Est. Cost $8.49 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.0%
Value ($000) $5 Shares 24 Est. Cost $185.05 Unrealized +17.7%
UBS UBS GROUP AG SHS (SWITZERLAND) 0.0%
Value ($000) $5 Shares 120 Est. Cost $23.36 Unrealized +66.3%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $5 Shares 51 Est. Cost $83.96 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value ($000) $5 Shares 24 Est. Cost $185.70 Unrealized +9.9%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $5 Shares 52 Est. Cost $76.88 Unrealized
MPC MARATHON PETE CORPORATION 0.0%
Value ($000) $5 Shares 25 Est. Cost $132.62 Unrealized +31.6%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value ($000) $4 Shares 50 Est. Cost $57.28 Unrealized +44.4%
UPGD INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $55.73 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.89 Unrealized
PCRX PACIRA BIOSCIENCES INCORPORATED 0.0%
Value ($000) $4 Shares 150 Est. Cost $36.04 Unrealized -31.9%
CYBERARK SOFTWARE LIMITED SHS (ISRAEL) 0.0%
Value ($000) $4 Shares 8 Est. Cost $163.78 Unrealized
COR CENCORA INCORPORATED 0.0%
Value ($000) $4 Shares 12 Est. Cost $181.88 Unrealized +61.4%
QS QUANTUMSCAPE CORPORATION COM CLASS A 0.0%
Value ($000) $4 Shares 300 Est. Cost $5.25 Unrealized +85.8%
USFD US FOODS HLDG CORPORATION 0.0%
Value ($000) $4 Shares 47 Est. Cost $41.44 Unrealized +91.8%
TMUS T-MOBILE US INCORPORATED 0.0%
Value ($000) $4 Shares 15 Est. Cost $133.84 Unrealized +79.6%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value ($000) $4 Shares 37 Est. Cost $96.81 Unrealized
CRH CRH PLC ORD (IRELAND) 0.0%
Value ($000) $3 Shares 29 Est. Cost $74.71 Unrealized +41.4%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value ($000) $3 Shares 32 Est. Cost $82.23 Unrealized +28.0%
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.64 Unrealized +51.5%
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $3 Shares 22 Est. Cost $176.75 Unrealized -14.8%
SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) 0.0%
Value ($000) $3 Shares 18 Est. Cost $43.95 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3 Shares 45 Est. Cost $60.33 Unrealized +6.4%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $3 Shares 9 Est. Cost $144.50 Unrealized +125.7%
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $3 Shares 59 Est. Cost $65.64 Unrealized -24.7%
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) 0.0%
Value ($000) $3 Shares 206 Est. Cost $5.83 Unrealized
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value ($000) $3 Shares 5 Est. Cost $280.43 Unrealized +74.4%
WAB WABTEC 0.0%
Value ($000) $3 Shares 14 Est. Cost $110.14 Unrealized +78.9%
CCL CARNIVAL CORPORATION PAIRED CTF (PANAMA) 0.0%
Value ($000) $3 Shares 95 Est. Cost $16.76 Unrealized +80.2%
RBC RBC BEARINGS INCORPORATED 0.0%
Value ($000) $3 Shares 7 Est. Cost $226.85 Unrealized +71.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $247.09 Unrealized
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $3 Shares 300 Est. Cost $8.27 Unrealized
TXRH TEXAS ROADHOUSE INCORPORATED 0.0%
Value ($000) $3 Shares 16 Est. Cost $102.50 Unrealized +70.8%
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED 0.0%
Value ($000) $3 Shares 28 Est. Cost $67.28 Unrealized +51.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value ($000) $3 Shares 57 Est. Cost $33.24 Unrealized +27.8%
EXP EAGLE MATLS INCORPORATED 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.72 Unrealized +25.9%
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value ($000) $2 Shares 8 Est. Cost $286.94 Unrealized +11.1%
TSLX SIXTH STREET SPECIALTY LENDING 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.96 Unrealized +20.5%
FSS FEDERAL SIGNAL CORPORATION 0.0%
Value ($000) $2 Shares 19 Est. Cost $59.77 Unrealized +100.5%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value ($000) $2 Shares 14 Est. Cost $232.68 Unrealized -22.2%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $111.18 Unrealized +59.9%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value ($000) $2 Shares 7 Est. Cost $220.99 Unrealized +35.8%
KNSL KINSALE CAP GROUP INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $386.74 Unrealized +17.1%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) 0.0%
Value ($000) $2 Shares 22 Est. Cost $59.06 Unrealized +54.7%
CNQ CANADIAN NAT RES LIMITED (CANADA) 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.64 Unrealized -1.0%
IQLT ISHARES TR MSCI INTL QUALTY 0.0%
Value ($000) $2 Shares 43 Est. Cost $44.19 Unrealized
DORM DORMAN PRODUCTS INCORPORATED 0.0%
Value ($000) $2 Shares 12 Est. Cost $81.32 Unrealized +76.4%
HSY HERSHEY COMPANY 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.05 Unrealized -3.4%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $34.82 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 154 Est. Cost $8.90 Unrealized
PINNACLE FINL PARTNERS INCORPORATED 0.0%
Value ($000) $2 Shares 19 Est. Cost $67.05 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $2 Shares 9 Est. Cost $194.56 Unrealized
MYNZ MAINZ BIOMED N V SHS NEW (NETHERLANDS) 0.0%
Value ($000) $2 Shares 1,171 Est. Cost $5.23 Unrealized -67.8%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $40.46 Unrealized +132.6%
LAD LITHIA MTRS INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $304.77 Unrealized +5.8%
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $97.49 Unrealized +23.1%
AVLV AVANTIS US LARGE CAP VALUE ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $72.24 Unrealized
BHVN BIOHAVEN LIMITED (VIRGIN ISLANDS (BRITISH)) 0.0%
Value ($000) $2 Shares 100 Est. Cost $49.52 Unrealized -70.6%
BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A 0.0%
Value ($000) $1 Shares 15 Est. Cost $110.16 Unrealized -4.6%
PGR PROGRESSIVE CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $120.35 Unrealized +92.5%
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value ($000) $1 Shares 57 Est. Cost $43.25 Unrealized
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value ($000) $1 Shares 34 Est. Cost $27.13 Unrealized +38.0%
FOXA FOX CORPORATION CLASS A COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.87 Unrealized +81.0%
ITGR INTEGER HLDGS CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.71 Unrealized +28.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $84.14 Unrealized
SUI SUN CMNTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 9 Est. Cost $118.30 Unrealized
ADC AGREE RLTY CORPORATION REIT 0.0%
Value ($000) $1 Shares 15 Est. Cost $55.27 Unrealized
EGP EASTGROUP PPTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.50 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.20 Unrealized
ACI ALBERTSONS COMPANIES INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.83 Unrealized -7.6%
MOH MOLINA HEALTHCARE INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $314.76 Unrealized -41.5%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.30 Unrealized
DEA EASTERLY GOVT PPTYS INCORPORATED COM SHS REIT 0.0%
Value ($000) $0 Shares 19 Est. Cost $22.95 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.67 Unrealized
INN SUMMIT HOTEL PPTYS INCORPORATED REIT 0.0%
Value ($000) $0 Shares 77 Est. Cost $5.81 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.73 Unrealized
BHF BRIGHTHOUSE FINL INCORPORATED 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.69 Unrealized -1.8%
CIM CHIMERA INVT CORPORATION COM SHS REIT 0.0%
Value ($000) $0 Shares 25 Est. Cost $12.84 Unrealized
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $0 Shares 38 Est. Cost $4.98 Unrealized -3.7%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 44 Est. Cost $7.53 Unrealized -22.6%
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 -70.4%
GIFT GIFTIFY INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.44 Unrealized -25.1%