Provenance Wealth Advisors, LLC Diversified Active

Location: Fort Lauderdale, FL

CIK: 0002081584 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 26, 2026

Total Value: $902M (100.0% shares, 0.0% debt)

Holdings (419)

ITOT ISHARES TR CORE S&P TTL STK 26.5%
Value $239M Shares 1,606,690 Est. Cost $94.19 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 10.2%
Value $92.3M Shares 891,309 Est. Cost $75.84 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 8.6%
Value $77.55M Shares 1,028,032 Est. Cost $61.24 Unrealized
JFLX J P MORGAN FLEXIBLE DEBT ETF 8.0%
Value $72.36M Shares 1,440,771 Est. Cost $50.22 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 6.5%
Value $58.42M Shares 265,824 Est. Cost $155.38 Unrealized
JGRO JP MORGAN ETF ACTIVE GROWTH ETF 6.0%
Value $54.16M Shares 583,636 Est. Cost $88.55 Unrealized
AGG ISHARES TR CORE US AGGBD ET 4.1%
Value $36.96M Shares 370,033 Est. Cost $94.48 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 3.8%
Value $34.63M Shares 632,932 Est. Cost $39.71 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 3.5%
Value $31.99M Shares 82,693 Est. Cost $246.53 Unrealized
SPY SPDR S&P 500 ETF 3.2%
Value $28.65M Shares 42,020 Est. Cost $435.11 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 2.7%
Value $24.46M Shares 430,523 Est. Cost $56.69 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value $18.55M Shares 99,440 Est. Cost $118.82 Unrealized +56.6%
AAPL APPLE INCORPORATED 1.1%
Value $10.28M Shares 37,829 Est. Cost $192.23 Unrealized +39.6%
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value $9.223M Shares 96,048 Est. Cost $75.89 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 1.0%
Value $8.81M Shares 18,615 Est. Cost $275.86 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $5.775M Shares 9,401 Est. Cost $361.95 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.6%
Value $5.715M Shares 86,589 Est. Cost $63.80 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.6%
Value $5.273M Shares 70,266 Est. Cost $50.04 Unrealized
MSFT MICROSOFT CORPORATION 0.6%
Value $5.175M Shares 10,700 Est. Cost $329.00 Unrealized +52.2%
IWD ISHARES TR RUS 1000 VAL ETF 0.5%
Value $4.854M Shares 23,077 Est. Cost $169.32 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.3%
Value $3.126M Shares 26,009 Est. Cost $114.99 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.3%
Value $3.087M Shares 4,922 Est. Cost $413.22 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.3%
Value $2.804M Shares 11,392 Est. Cost $178.29 Unrealized
IGV ISHARES TR EXPANDED TECH 0.3%
Value $2.739M Shares 25,915 Est. Cost $117.08 Unrealized
IUSG ISHARES TR CORE S&P US GWT 0.3%
Value $2.323M Shares 13,830 Est. Cost $94.83 Unrealized
CAT CATERPILLAR INCORPORATED 0.2%
Value $1.817M Shares 3,171 Est. Cost $262.30 Unrealized +111.8%
AMZN AMAZON COM INCORPORATED 0.2%
Value $1.807M Shares 7,827 Est. Cost $200.90 Unrealized +13.9%
SMHX VANECK FABLESS SEMICONDUCTOR ETF 0.2%
Value $1.724M Shares 45,338 Est. Cost $26.78 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value $1.682M Shares 3,448 Est. Cost $292.72 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.2%
Value $1.486M Shares 18,428 Est. Cost $80.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value $1.276M Shares 2,538 Est. Cost $354.77 Unrealized +40.2%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value $1.262M Shares 10,375 Est. Cost $100.65 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value $1.246M Shares 10,109 Est. Cost $68.42 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $1.244M Shares 6,493 Est. Cost $174.04 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value $1.223M Shares 15,064 Est. Cost $37.53 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $1.211M Shares 4,088 Est. Cost $136.88 Unrealized +118.3%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.1%
Value $1.119M Shares 16,032 Est. Cost $67.48 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value $1.112M Shares 1,624 Est. Cost $484.19 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value $1.074M Shares 4,453 Est. Cost $177.90 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value $1.027M Shares 33,168 Est. Cost $30.73 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.024M Shares 4,947 Est. Cost $152.78 Unrealized +28.9%
GLD SPDR GOLD SHARES 0.1%
Value $1.008M Shares 2,543 Est. Cost $193.86 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value $1.002M Shares 4,727 Est. Cost $153.84 Unrealized
PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value $999K Shares 31,535 Est. Cost $32.46 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value $982K Shares 2,654 Est. Cost $158.83 Unrealized +124.7%
ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.1%
Value $796K Shares 24,232 Est. Cost $25.81 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.1%
Value $732K Shares 6,672 Est. Cost $89.28 Unrealized
WMT WALMART INCORPORATED 0.1%
Value $711K Shares 6,382 Est. Cost $56.49 Unrealized +89.8%
PAYX PAYCHEX INCORPORATED 0.1%
Value $679K Shares 6,053 Est. Cost $121.91 Unrealized -4.4%
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value $660K Shares 2,171 Est. Cost $92.18 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value $653K Shares 4,614 Est. Cost $99.27 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value $623K Shares 5,990 Est. Cost $88.55 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value $603K Shares 12,534 Est. Cost $34.90 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value $603K Shares 29,262 Est. Cost $20.29 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value $585K Shares 24,087 Est. Cost $23.94 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value $567K Shares 22,289 Est. Cost $25.10 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value $559K Shares 11,880 Est. Cost $43.51 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value $549K Shares 3,718 Est. Cost $54.16 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value $545K Shares 5,086 Est. Cost $106.02 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.1%
Value $537K Shares 17,628 Est. Cost $34.87 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.1%
Value $530K Shares 1,014 Est. Cost $385.89 Unrealized +28.1%
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value $527K Shares 21,768 Est. Cost $23.85 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value $524K Shares 3,653 Est. Cost $118.63 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value $487K Shares 20,561 Est. Cost $23.44 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value $463K Shares 2,982 Est. Cost $101.38 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.0%
Value $439K Shares 1,400 Est. Cost $167.01 Unrealized +71.4%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.0%
Value $430K Shares 1,373 Est. Cost $154.72 Unrealized +84.6%
CI THE CIGNA GROUP 0.0%
Value $426K Shares 1,549 Est. Cost $272.79 Unrealized +2.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $420K Shares 6,728 Est. Cost $43.72 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value $416K Shares 16,725 Est. Cost $25.97 Unrealized -3.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $406K Shares 983 Est. Cost $366.17 Unrealized
ABT ABBOTT LABS 0.0%
Value $393K Shares 3,139 Est. Cost $100.75 Unrealized +26.4%
DE DEERE & COMPANY 0.0%
Value $391K Shares 839 Est. Cost $395.72 Unrealized +18.2%
META META PLATFORMS INCORPORATED CLASS A 0.0%
Value $390K Shares 591 Est. Cost $377.44 Unrealized +76.8%
NOW SERVICENOW INCORPORATED 0.0%
Value $383K Shares 2,500 Est. Cost $155.27 Unrealized +10.5%
VDE VANGUARD ENERGY ETF 0.0%
Value $370K Shares 2,936 Est. Cost $126.74 Unrealized
RTX RTX CORPORATION 0.0%
Value $369K Shares 2,014 Est. Cost $85.29 Unrealized +103.2%
CSCO CISCO SYSTEMS INCORPORATED 0.0%
Value $360K Shares 4,669 Est. Cost $49.98 Unrealized +47.6%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $358K Shares 8,081 Est. Cost $44.08 Unrealized
CVX CHEVRON CORPORATION NEW 0.0%
Value $353K Shares 2,313 Est. Cost $144.99 Unrealized +4.4%
LNC LINCOLN NATL CORPORATION IND 0.0%
Value $351K Shares 7,890 Est. Cost $22.67 Unrealized +81.6%
ALL ALLSTATE CORPORATION 0.0%
Value $351K Shares 1,687 Est. Cost $113.42 Unrealized +79.9%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value $347K Shares 19,248 Est. Cost $20.33 Unrealized
ABBV ABBVIE INCORPORATED 0.0%
Value $347K Shares 1,517 Est. Cost $135.33 Unrealized +68.1%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value $327K Shares 3,532 Est. Cost $118.27 Unrealized -22.2%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value $321K Shares 2,614 Est. Cost $70.58 Unrealized +71.3%
GSL GLOBAL SHIP LEASE INCORPORATED NEW COM CLASS A 0.0%
Value $317K Shares 9,040 Est. Cost $22.37 Unrealized +45.2%
IBDU ISHARES TR IBONDS DEC 29 0.0%
Value $317K Shares 13,527 Est. Cost $23.24 Unrealized
AEM AGNICO EAGLE MINES LIMITED (CANADA) 0.0%
Value $312K Shares 1,840 Est. Cost $46.83 Unrealized +258.5%
WU WESTERN UN COMPANY 0.0%
Value $298K Shares 32,000 Est. Cost $10.58 Unrealized
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value $295K Shares 4,053 Est. Cost $63.31 Unrealized
AVGO BROADCOM INCORPORATED 0.0%
Value $289K Shares 836 Est. Cost $175.58 Unrealized +103.3%
XMPT VANECK CEF MUNI INCOME ETF 0.0%
Value $288K Shares 13,160 Est. Cost $18.90 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value $285K Shares 2,504 Est. Cost $94.51 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value $283K Shares 2,008 Est. Cost $112.21 Unrealized
BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) 0.0%
Value $279K Shares 6,071 Est. Cost $30.07 Unrealized +51.4%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value $274K Shares 484 Est. Cost $402.51 Unrealized +32.3%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value $267K Shares 825 Est. Cost $262.23 Unrealized +27.4%
WHR WHIRLPOOL CORPORATION 0.0%
Value $266K Shares 3,688 Est. Cost $111.53 Unrealized -33.8%
PG PROCTER AND GAMBLE COMPANY 0.0%
Value $264K Shares 1,844 Est. Cost $145.63 Unrealized +1.1%
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value $243K Shares 10,210 Est. Cost $22.06 Unrealized +4.4%
BAC BANK AMERICA CORPORATION 0.0%
Value $243K Shares 4,418 Est. Cost $28.68 Unrealized +83.6%
JBL JABIL INCORPORATED 0.0%
Value $237K Shares 1,041 Est. Cost $108.78 Unrealized +96.1%
CB CHUBB LIMITED (SWITZERLAND) 0.0%
Value $236K Shares 756 Est. Cost $197.70 Unrealized +47.9%
JPM JPMORGAN CHASE & COMPANY. 0.0%
Value $215K Shares 668 Est. Cost $209.59 Unrealized +47.7%
V VISA INCORPORATED COM CLASS A 0.0%
Value $207K Shares 591 Est. Cost $287.50 Unrealized +18.4%
PKG PACKAGING CORPORATION AMER 0.0%
Value $206K Shares 1,000 Est. Cost $136.75 Unrealized +48.0%
DOW DOW INCORPORATED 0.0%
Value $206K Shares 8,796 Est. Cost $36.85 Unrealized -38.2%
TJX TJX COMPANIES INCORPORATED NEW 0.0%
Value $204K Shares 1,326 Est. Cost $89.60 Unrealized +64.8%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value $203K Shares 4,853 Est. Cost $41.26 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.0%
Value $193K Shares 224 Est. Cost $537.62 Unrealized +68.5%
T AT&T INCORPORATED 0.0%
Value $192K Shares 7,719 Est. Cost $13.69 Unrealized +84.7%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value $191K Shares 894 Est. Cost $128.90 Unrealized +74.2%
ITA ISHARES TR US AER DEF ETF 0.0%
Value $188K Shares 877 Est. Cost $136.11 Unrealized
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value $185K Shares 25,758 Est. Cost $15.47 Unrealized -49.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $183K Shares 11,399 Est. Cost $16.13 Unrealized +8.3%
GE GE AEROSPACE COM NEW 0.0%
Value $183K Shares 595 Est. Cost $202.58 Unrealized +48.5%
MCK MCKESSON CORPORATION 0.0%
Value $181K Shares 221 Est. Cost $503.12 Unrealized +62.1%
IBDV ISHARES TR IBONDS DEC 2030 0.0%
Value $180K Shares 8,148 Est. Cost $21.88 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $178K Shares 1,261 Est. Cost $131.20 Unrealized
EMR EMERSON ELEC COMPANY 0.0%
Value $176K Shares 1,324 Est. Cost $91.44 Unrealized +44.8%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.0%
Value $174K Shares 1,079 Est. Cost $86.05 Unrealized +86.6%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value $167K Shares 523 Est. Cost $212.34 Unrealized +66.9%
AMGN AMGEN INCORPORATED 0.0%
Value $164K Shares 500 Est. Cost $278.10 Unrealized +13.6%
PBP INVESCO S&P 500 BUYWRITE ETF 0.0%
Value $159K Shares 6,981 Est. Cost $21.34 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value $159K Shares 4,960 Est. Cost $28.98 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $158K Shares 7,982 Est. Cost $19.23 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $154K Shares 200 Est. Cost $781.58 Unrealized -13.2%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $154K Shares 490 Est. Cost $285.30 Unrealized
KSS KOHLS CORPORATION 0.0%
Value $154K Shares 7,524 Est. Cost $11.61 Unrealized +61.4%
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) 0.0%
Value $149K Shares 3,360 Est. Cost $29.76 Unrealized +42.0%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $148K Shares 2,131 Est. Cost $52.49 Unrealized
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value $138K Shares 1,017 Est. Cost $118.49 Unrealized +33.4%
HD HOME DEPOT INCORPORATED 0.0%
Value $135K Shares 393 Est. Cost $316.37 Unrealized +15.2%
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) 0.0%
Value $131K Shares 614 Est. Cost $180.42 Unrealized
TSLA TESLA INCORPORATED 0.0%
Value $131K Shares 292 Est. Cost $232.93 Unrealized +90.3%
APO APOLLO GLOBAL MGMT INCORPORATED 0.0%
Value $128K Shares 884 Est. Cost $131.37 Unrealized +0.9%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value $124K Shares 671 Est. Cost $178.16 Unrealized +13.2%
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value $120K Shares 1,501 Est. Cost $79.84 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.0%
Value $120K Shares 1,244 Est. Cost $78.49 Unrealized
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN 0.0%
Value $116K Shares 11,554 Est. Cost $11.34 Unrealized -14.5%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value $115K Shares 1,289 Est. Cost $75.17 Unrealized
ZS ZSCALER INCORPORATED 0.0%
Value $114K Shares 505 Est. Cost $153.13 Unrealized +84.3%
ADBE ADOBE INCORPORATED 0.0%
Value $113K Shares 322 Est. Cost $455.11 Unrealized -25.3%
XOM EXXON MOBIL CORPORATION 0.0%
Value $113K Shares 936 Est. Cost $106.12 Unrealized +8.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $112K Shares 2,397 Est. Cost $36.20 Unrealized
SNOW SNOWFLAKE INCORPORATED COM SHS 0.0%
Value $112K Shares 511 Est. Cost $186.18 Unrealized +31.1%
NFLX NETFLIX INCORPORATED 0.0%
Value $110K Shares 1,170 Est. Cost $101.27 Unrealized +6.5%
IXJ ISHARES TR GLOB HLTHCRE ETF 0.0%
Value $109K Shares 1,117 Est. Cost $92.10 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value $105K Shares 591 Est. Cost $150.26 Unrealized +20.5%
PGX INVESCO PREFERRED ETF 0.0%
Value $97,529 Shares 8,677 Est. Cost $11.21 Unrealized
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $96,036 Shares 1,200 Est. Cost $65.72 Unrealized
LEG LEGGETT & PLATT INCORPORATED 0.0%
Value $95,898 Shares 8,718 Est. Cost $9.48 Unrealized +3.8%
INTU INTUIT 0.0%
Value $94,726 Shares 143 Est. Cost $630.80 Unrealized +4.7%
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value $94,283 Shares 2,542 Est. Cost $20.96 Unrealized
HUBS HUBSPOT INCORPORATED 0.0%
Value $93,904 Shares 234 Est. Cost $552.68 Unrealized -25.0%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value $93,752 Shares 200 Est. Cost $155.44 Unrealized +227.6%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value $90,384 Shares 610 Est. Cost $100.89 Unrealized
PONY PONY AI INCORPORATED SPONSORED ADS (CAYMAN ISLANDS) 0.0%
Value $89,436 Shares 6,168 Est. Cost $13.20 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value $88,962 Shares 690 Est. Cost $74.76 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value $88,179 Shares 26 Est. Cost $3254.77 Unrealized +16.1%
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value $86,890 Shares 1,000 Est. Cost $17.53 Unrealized +499.4%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value $84,600 Shares 146 Est. Cost $441.58 Unrealized +28.0%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $84,270 Shares 234 Est. Cost $176.99 Unrealized
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value $84,254 Shares 1,338 Est. Cost $87.18 Unrealized -19.0%
ICF ISHARES TR SELECT US REIT 0.0%
Value $83,538 Shares 1,400 Est. Cost $50.16 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.0%
Value $83,265 Shares 324 Est. Cost $141.22 Unrealized +69.6%
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.0%
Value $82,008 Shares 600 Est. Cost $97.74 Unrealized +36.7%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $81,227 Shares 3,208 Est. Cost $25.60 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $80,341 Shares 519 Est. Cost $128.74 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value $79,887 Shares 242 Est. Cost $366.84 Unrealized -8.1%
FTNT FORTINET INCORPORATED 0.0%
Value $79,410 Shares 1,000 Est. Cost $71.01 Unrealized +16.8%
MS MORGAN STANLEY COM NEW 0.0%
Value $78,646 Shares 443 Est. Cost $75.21 Unrealized +121.4%
ITT ITT INCORPORATED 0.0%
Value $78,080 Shares 450 Est. Cost $98.13 Unrealized +82.6%
ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value $77,030 Shares 72 Est. Cost $742.90 Unrealized
CSX CSX CORPORATION 0.0%
Value $75,980 Shares 2,096 Est. Cost $30.62 Unrealized +16.6%
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value $75,388 Shares 351 Est. Cost $243.93 Unrealized -6.9%
KO COCA COLA COMPANY 0.0%
Value $74,105 Shares 1,060 Est. Cost $56.90 Unrealized +22.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $73,923 Shares 1,399 Est. Cost $53.44 Unrealized +3.9%
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value $73,784 Shares 903 Est. Cost $50.81 Unrealized +77.2%
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value $68,988 Shares 1,200 Est. Cost $72.64 Unrealized -18.1%
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.0%
Value $68,935 Shares 500 Est. Cost $101.77 Unrealized
QCOM QUALCOMM INCORPORATED 0.0%
Value $68,420 Shares 400 Est. Cost $117.67 Unrealized +45.1%
Z ZILLOW GROUP INCORPORATED CLASS C CAP STK 0.0%
Value $68,220 Shares 1,000 Est. Cost $51.40 Unrealized +40.9%
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value $67,900 Shares 516 Est. Cost $100.93 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value $67,075 Shares 250 Est. Cost $322.63 Unrealized -21.3%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value $66,880 Shares 580 Est. Cost $74.34 Unrealized +58.3%
MELI MERCADOLIBRE INCORPORATED 0.0%
Value $66,471 Shares 33 Est. Cost $2038.25 Unrealized +3.1%
LEN LENNAR CORPORATION CLASS A 0.0%
Value $63,633 Shares 619 Est. Cost $115.42 Unrealized +4.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $63,317 Shares 1,178 Est. Cost $39.27 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.0%
Value $60,746 Shares 1,366 Est. Cost $43.92 Unrealized
USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 0.0%
Value $59,695 Shares 940 Est. Cost $39.66 Unrealized
BAM BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 0.0%
Value $58,886 Shares 1,124 Est. Cost $31.84 Unrealized +68.0%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value $58,620 Shares 1,000 Est. Cost $48.95 Unrealized +11.6%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $58,213 Shares 1,312 Est. Cost $41.92 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value $57,135 Shares 65 Est. Cost $317.48 Unrealized +156.2%
BLK BLACKROCK INCORPORATED 0.0%
Value $53,517 Shares 50 Est. Cost $961.85 Unrealized +13.3%
CRM SALESFORCE INCORPORATED 0.0%
Value $52,452 Shares 198 Est. Cost $275.50 Unrealized -9.9%
SOFI SOFI TECHNOLOGIES INCORPORATED 0.0%
Value $52,360 Shares 2,000 Est. Cost $7.94 Unrealized +250.9%
IBDW ISHARES TR IBONDS DEC 2031 0.0%
Value $51,458 Shares 2,433 Est. Cost $21.13 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value $49,358 Shares 253 Est. Cost $174.59 Unrealized +11.7%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value $49,243 Shares 307 Est. Cost $118.55 Unrealized +29.5%
COWG PACER FDS TR US LARGE CAP CASH COWS 0.0%
Value $49,153 Shares 1,396 Est. Cost $36.30 Unrealized
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value $47,806 Shares 265 Est. Cost $91.57 Unrealized +106.5%
USB US BANCORP DEL COM NEW 0.0%
Value $46,903 Shares 879 Est. Cost $33.06 Unrealized +47.4%
GABELLI DIVID & INCOME TR 0.0%
Value $46,792 Shares 1,685 Est. Cost $19.81 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $44,459 Shares 100 Est. Cost $396.54 Unrealized
NVO NOVO-NORDISK A S ADR (DENMARK) 0.0%
Value $42,790 Shares 841 Est. Cost $92.71 Unrealized
B BARRICK MINING CORPORATION COM SHS (CANADA) 0.0%
Value $42,374 Shares 973 Est. Cost $25.15 Unrealized +48.8%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value $42,274 Shares 144 Est. Cost $175.00 Unrealized +64.8%
EQL ALPS EQUAL SECTOR WEIGHT ETF 0.0%
Value $41,742 Shares 900 Est. Cost $71.76 Unrealized
CNI CANADIAN NATL RY COMPANY (CANADA) 0.0%
Value $39,540 Shares 400 Est. Cost $109.61 Unrealized -12.3%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 0.0%
Value $39,405 Shares 330 Est. Cost $149.11 Unrealized
FCX FREEPORT-MCMORAN INCORPORATED CLASS B 0.0%
Value $38,753 Shares 763 Est. Cost $36.80 Unrealized +17.7%
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value $37,351 Shares 1,296 Est. Cost $11.96 Unrealized +95.4%
SAP SAP SE SPON ADR (GERMANY) 0.0%
Value $36,194 Shares 149 Est. Cost $154.59 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value $35,885 Shares 447 Est. Cost $74.19 Unrealized +11.2%
MET METLIFE INCORPORATED 0.0%
Value $35,523 Shares 450 Est. Cost $58.23 Unrealized +35.6%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $35,235 Shares 1,800 Est. Cost $19.56 Unrealized
INTC INTEL CORPORATION 0.0%
Value $34,907 Shares 946 Est. Cost $29.48 Unrealized +28.1%
TTE TOTALENERGIES SE (FRANCE) 0.0%
Value $34,411 Shares 526 Est. Cost $63.23 Unrealized 0.0%
ZG ZILLOW GROUP INCORPORATED CLASS A 0.0%
Value $34,115 Shares 500 Est. Cost $50.21 Unrealized +40.1%
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 0.0%
Value $33,734 Shares 225 Est. Cost $101.97 Unrealized
NTR NUTRIEN LIMITED (CANADA) 0.0%
Value $33,637 Shares 545 Est. Cost $56.73 Unrealized +3.7%
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value $33,621 Shares 350 Est. Cost $77.66 Unrealized +25.1%
VMI VALMONT INDUSTRIES INCORPORATED 0.0%
Value $33,393 Shares 83 Est. Cost $253.22 Unrealized +60.7%
ORCL ORACLE CORPORATION 0.0%
Value $32,940 Shares 169 Est. Cost $137.50 Unrealized +73.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value $32,506 Shares 650 Est. Cost $46.00 Unrealized +16.8%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value $32,394 Shares 221 Est. Cost $86.74 Unrealized
UNP UNION PAC CORPORATION 0.0%
Value $32,153 Shares 139 Est. Cost $208.28 Unrealized +9.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $32,068 Shares 449 Est. Cost $61.43 Unrealized
KR KROGER COMPANY 0.0%
Value $31,865 Shares 510 Est. Cost $44.64 Unrealized +46.1%
MCD MCDONALDS CORPORATION 0.0%
Value $30,563 Shares 100 Est. Cost $289.12 Unrealized +5.5%
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value $28,657 Shares 390 Est. Cost $65.80 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.0%
Value $28,420 Shares 270 Est. Cost $98.89 Unrealized -5.7%
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value $28,314 Shares 2,904 Est. Cost $7.64 Unrealized
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value $27,191 Shares 30 Est. Cost $808.07 Unrealized +18.9%
Q QNITY ELECTRONICS INCORPORATED COMMON STOCK 0.0%
Value $27,189 Shares 333 Est. Cost $84.91 Unrealized 0.0%
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value $26,773 Shares 666 Est. Cost $29.87 Unrealized +25.2%
CVS CVS HEALTH CORPORATION 0.0%
Value $26,427 Shares 333 Est. Cost $64.15 Unrealized +22.6%
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value $26,260 Shares 46 Est. Cost $397.11 Unrealized +40.8%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value $26,234 Shares 665 Est. Cost $25.40 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $26,166 Shares 137 Est. Cost $186.49 Unrealized
IR INGERSOLL RAND INCORPORATED 0.0%
Value $25,984 Shares 328 Est. Cost $68.24 Unrealized +15.7%
WELL WELLTOWER INCORPORATED REIT 0.0%
Value $25,800 Shares 139 Est. Cost $83.03 Unrealized +124.6%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value $25,594 Shares 496 Est. Cost $40.96 Unrealized
AVAV AEROVIRONMENT INCORPORATED 0.0%
Value $25,157 Shares 104 Est. Cost $258.71 Unrealized +21.5%
VFH VANGUARD FINANCIALS ETF 0.0%
Value $24,963 Shares 187 Est. Cost $127.30 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value $24,671 Shares 325 Est. Cost $64.04 Unrealized +27.8%
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value $24,526 Shares 905 Est. Cost $20.63 Unrealized +23.0%
SNY SANOFI SA SPONSORED ADR (FRANCE) 0.0%
Value $24,472 Shares 505 Est. Cost $50.37 Unrealized
PCAR PACCAR INCORPORATED 0.0%
Value $24,311 Shares 222 Est. Cost $81.80 Unrealized +23.7%
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.0%
Value $23,950 Shares 200 Est. Cost $59.18 Unrealized +94.0%
TGT TARGET CORPORATION 0.0%
Value $23,753 Shares 243 Est. Cost $137.00 Unrealized -33.1%
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value $23,189 Shares 214 Est. Cost $73.58 Unrealized
FE FIRSTENERGY CORPORATION 0.0%
Value $23,057 Shares 515 Est. Cost $33.19 Unrealized +37.8%
METV LISTED FDS TRUST ROUNDHILL BALL METAVERSE 0.0%
Value $22,536 Shares 1,200 Est. Cost $14.38 Unrealized
WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & 0.0%
Value $22,409 Shares 769 Est. Cost $28.56 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $21,976 Shares 96 Est. Cost $210.35 Unrealized +4.4%
CHTR CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A 0.0%
Value $21,501 Shares 103 Est. Cost $296.71 Unrealized -24.2%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value $21,319 Shares 66 Est. Cost $285.86 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $21,302 Shares 136 Est. Cost $155.45 Unrealized
IBLC ISHARES TR BLOCKCHAIN & TEC 0.0%
Value $20,782 Shares 508 Est. Cost $24.68 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $20,504 Shares 294 Est. Cost $71.94 Unrealized
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 0.0%
Value $20,366 Shares 173 Est. Cost $72.66 Unrealized
IFRA ISHARES TR US INFRASTRUC 0.0%
Value $19,785 Shares 376 Est. Cost $45.07 Unrealized
ETHA ISHARES ETHEREUM TR SHS 0.0%
Value $19,581 Shares 873 Est. Cost $13.82 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value $18,984 Shares 70 Est. Cost $172.22 Unrealized +45.5%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $18,954 Shares 444 Est. Cost $61.73 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $17,925 Shares 51 Est. Cost $323.77 Unrealized +12.3%
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value $17,569 Shares 458 Est. Cost $38.47 Unrealized +2.3%
WY WEYERHAEUSER COMPANY MTN BE COM NEW REIT 0.0%
Value $16,938 Shares 715 Est. Cost $30.60 Unrealized -24.9%
MADE ISHARES TR US MANUFACTURING 0.0%
Value $16,848 Shares 540 Est. Cost $23.20 Unrealized
HIG HARTFORD INSURANCE GROUP INCORPORATED 0.0%
Value $16,812 Shares 122 Est. Cost $107.07 Unrealized +22.9%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value $16,661 Shares 314 Est. Cost $39.50 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $16,490 Shares 1,000 Est. Cost $15.73 Unrealized
IHAK ISHARES TR CYBERSECURITY 0.0%
Value $16,457 Shares 342 Est. Cost $46.98 Unrealized
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.0%
Value $16,285 Shares 328 Est. Cost $46.81 Unrealized
ARTY ISHARES TR FUTURE AI & TECH 0.0%
Value $15,996 Shares 332 Est. Cost $31.45 Unrealized
PPL PPL CORPORATION 0.0%
Value $15,864 Shares 453 Est. Cost $23.57 Unrealized +52.0%
MO ALTRIA GROUP INCORPORATED 0.0%
Value $15,741 Shares 273 Est. Cost $36.09 Unrealized +64.5%
AN AUTONATION INCORPORATED 0.0%
Value $15,486 Shares 75 Est. Cost $159.53 Unrealized +30.4%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value $15,353 Shares 568 Est. Cost $29.73 Unrealized
DOUG DOUGLAS ELLIMAN INCORPORATED 0.0%
Value $15,121 Shares 6,380 Est. Cost $2.30 Unrealized +12.0%
IPO RENAISSANCE IPO ETF 0.0%
Value $14,836 Shares 325 Est. Cost $43.57 Unrealized
MTN VAIL RESORTS INCORPORATED 0.0%
Value $14,741 Shares 111 Est. Cost $237.32 Unrealized -38.0%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value $14,678 Shares 81 Est. Cost $143.33 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM (CANADA) 0.0%
Value $14,498 Shares 160 Est. Cost $36.78 Unrealized +133.3%
BX BLACKSTONE INCORPORATED 0.0%
Value $13,873 Shares 90 Est. Cost $97.43 Unrealized +55.5%
PEP PEPSICO INCORPORATED 0.0%
Value $13,634 Shares 95 Est. Cost $166.12 Unrealized -12.2%
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value $13,307 Shares 173 Est. Cost $41.74 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value $12,608 Shares 348 Est. Cost $28.50 Unrealized
JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) 0.0%
Value $12,312 Shares 429 Est. Cost $34.98 Unrealized
LULU LULULEMON ATHLETICA INCORPORATED 0.0%
Value $12,261 Shares 59 Est. Cost $275.46 Unrealized -34.2%
BPAY ISHARES FINTECH ACTIVE ETF 0.0%
Value $12,216 Shares 450 Est. Cost $24.41 Unrealized
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $11,770 Shares 240 Est. Cost $36.48 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $11,319 Shares 39 Est. Cost $290.23 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE I 0.0%
Value $10,724 Shares 200 Est. Cost $24.52 Unrealized +67.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value $10,656 Shares 125 Est. Cost $80.36 Unrealized +2.1%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value $10,513 Shares 42 Est. Cost $250.31 Unrealized
ECL ECOLAB INCORPORATED 0.0%
Value $10,501 Shares 40 Est. Cost $199.93 Unrealized +32.9%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value $10,190 Shares 101 Est. Cost $130.10 Unrealized -16.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $9,802 Shares 38 Est. Cost $236.97 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value $9,744 Shares 266 Est. Cost $41.89 Unrealized -17.1%
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value $9,661 Shares 505 Est. Cost $17.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) 0.0%
Value $9,310 Shares 215 Est. Cost $81.29 Unrealized -45.3%
COP CONOCOPHILLIPS 0.0%
Value $9,080 Shares 97 Est. Cost $109.40 Unrealized -17.7%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $9,030 Shares 260 Est. Cost $35.94 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $8,942 Shares 200 Est. Cost $84.43 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value $8,940 Shares 133 Est. Cost $67.22 Unrealized
OMDA OMADA HEALTH INCORPORATED 0.0%
Value $8,758 Shares 555 Est. Cost $20.28 Unrealized 0.0%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value $8,682 Shares 36 Est. Cost $249.27 Unrealized -3.8%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value $8,654 Shares 90 Est. Cost $96.42 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $8,465 Shares 100 Est. Cost $77.05 Unrealized
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value $8,400 Shares 9 Est. Cost $174.99 Unrealized +427.4%
WFC WELLS FARGO COMPANY NEW 0.0%
Value $8,295 Shares 89 Est. Cost $40.89 Unrealized +111.8%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $8,216 Shares 60 Est. Cost $91.35 Unrealized
GWW WW GRAINGER INCORPORATED 0.0%
Value $8,072 Shares 8 Est. Cost $714.51 Unrealized +35.6%
F FORD MTR COMPANY 0.0%
Value $7,911 Shares 603 Est. Cost $11.09 Unrealized +15.7%
AAP ADVANCE AUTO PARTS INCORPORATED 0.0%
Value $7,860 Shares 200 Est. Cost $63.61 Unrealized -21.7%
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value $7,791 Shares 38 Est. Cost $48.38 Unrealized +311.3%
MRP MILLROSE PPTYS INCORPORATED COM CLASS A REIT 0.0%
Value $7,468 Shares 250 Est. Cost $26.51 Unrealized
USCB USCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM 0.0%
Value $7,368 Shares 400 Est. Cost $11.09 Unrealized +61.1%
ALC ALCON AG ORD SHS (SWITZERLAND) 0.0%
Value $7,329 Shares 93 Est. Cost $76.39 Unrealized +0.8%
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value $7,324 Shares 76 Est. Cost $79.14 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value $7,255 Shares 15 Est. Cost $472.33 Unrealized +0.8%
SLB SLB LIMITED COM STK (CURACAO) 0.0%
Value $6,985 Shares 182 Est. Cost $48.83 Unrealized -26.1%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value $6,865 Shares 49 Est. Cost $116.18 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value $6,745 Shares 87 Est. Cost $61.64 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value $6,472 Shares 229 Est. Cost $36.54 Unrealized -28.0%
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value $6,364 Shares 83 Est. Cost $56.09 Unrealized +27.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $6,076 Shares 20 Est. Cost $243.35 Unrealized
CCL CARNIVAL CORP (PANAMA) 0.0%
Value $5,864 Shares 192 Est. Cost $22.38 Unrealized +24.6%
COF CAPITAL ONE FINL CORPORATION 0.0%
Value $5,817 Shares 24 Est. Cost $185.05 Unrealized +20.1%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value $5,581 Shares 25 Est. Cost $270.63 Unrealized -1.9%
UBS UBS GROUP AG SHS (SWITZERLAND) 0.0%
Value $5,557 Shares 120 Est. Cost $23.36 Unrealized +73.0%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value $5,392 Shares 25 Est. Cost $186.91 Unrealized
LLY ELI LILLY & COMPANY 0.0%
Value $5,373 Shares 5 Est. Cost $507.91 Unrealized +88.1%
MUFG MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS 0.0%
Value $5,186 Shares 327 Est. Cost $8.49 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value $5,066 Shares 58 Est. Cost $80.60 Unrealized +10.7%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value $4,945 Shares 52 Est. Cost $76.88 Unrealized
URI UNITED RENTALS INCORPORATED 0.0%
Value $4,856 Shares 6 Est. Cost $708.23 Unrealized +22.4%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value $4,802 Shares 51 Est. Cost $83.96 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value $4,452 Shares 24 Est. Cost $185.70 Unrealized +0.4%
MPC MARATHON PETE CORPORATION 0.0%
Value $4,066 Shares 25 Est. Cost $132.62 Unrealized +40.5%
COR CENCORA INCORPORATED 0.0%
Value $4,053 Shares 12 Est. Cost $181.88 Unrealized +87.3%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value $4,018 Shares 79 Est. Cost $50.89 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value $4,015 Shares 50 Est. Cost $57.28 Unrealized +41.5%
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value $3,902 Shares 31 Est. Cost $110.93 Unrealized +26.9%
PCRX PACIRA BIOSCIENCES INCORPORATED 0.0%
Value $3,882 Shares 150 Est. Cost $36.04 Unrealized -34.0%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value $3,831 Shares 5 Est. Cost $767.85 Unrealized +1.7%
CRH CRH PLC ORD (IRELAND) 0.0%
Value $3,619 Shares 29 Est. Cost $74.71 Unrealized +59.5%
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) 0.0%
Value $3,605 Shares 206 Est. Cost $5.83 Unrealized
CYBERARK SOFTWARE LIMITED SHS (ISRAEL) 0.0%
Value $3,568 Shares 8 Est. Cost $163.78 Unrealized
USFD US FOODS HLDG CORPORATION 0.0%
Value $3,540 Shares 47 Est. Cost $41.44 Unrealized +81.2%
CTVA CORTEVA INCORPORATED 0.0%
Value $3,352 Shares 50 Est. Cost $47.64 Unrealized +35.5%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value $3,193 Shares 32 Est. Cost $82.23 Unrealized +22.8%
RBC RBC BEARINGS INCORPORATED 0.0%
Value $3,139 Shares 7 Est. Cost $226.85 Unrealized +86.7%
QS QUANTUMSCAPE CORPORATION COM CLASS A 0.0%
Value $3,126 Shares 300 Est. Cost $5.25 Unrealized +162.6%
PIPR PIPER SANDLER COMPANIES 0.0%
Value $3,057 Shares 9 Est. Cost $144.50 Unrealized +133.8%
TMUS T-MOBILE US INCORPORATED 0.0%
Value $3,046 Shares 15 Est. Cost $133.84 Unrealized +57.9%
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value $3,033 Shares 300 Est. Cost $8.27 Unrealized
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS 0.0%
Value $3,012 Shares 62 Est. Cost $47.08 Unrealized 0.0%
WAB WABTEC 0.0%
Value $2,988 Shares 14 Est. Cost $110.14 Unrealized +86.4%
LIN LINDE PLC SHS (IRELAND) 0.0%
Value $2,985 Shares 7 Est. Cost $369.34 Unrealized +15.7%
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value $2,954 Shares 5 Est. Cost $280.43 Unrealized +102.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $2,782 Shares 11 Est. Cost $247.09 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value $2,768 Shares 22 Est. Cost $176.75 Unrealized -26.3%
TXRH TEXAS ROADHOUSE INCORPORATED 0.0%
Value $2,656 Shares 16 Est. Cost $102.50 Unrealized +64.6%
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED 0.0%
Value $2,521 Shares 28 Est. Cost $67.28 Unrealized +36.4%
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value $2,407 Shares 8 Est. Cost $286.94 Unrealized +1.2%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value $2,322 Shares 57 Est. Cost $33.24 Unrealized +21.8%
SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) 0.0%
Value $2,296 Shares 18 Est. Cost $43.95 Unrealized
DIS DISNEY WALT COMPANY 0.0%
Value $2,275 Shares 20 Est. Cost $88.63 Unrealized +23.6%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value $2,270 Shares 14 Est. Cost $232.68 Unrealized -32.6%
TSLX SIXTH STREET SPECIALTY LENDING INC 0.0%
Value $2,172 Shares 100 Est. Cost $19.96 Unrealized +9.3%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value $2,105 Shares 13 Est. Cost $111.18 Unrealized +40.5%
CNQ CANADIAN NAT RES LIMITED (CANADA) 0.0%
Value $2,099 Shares 62 Est. Cost $31.64 Unrealized +2.5%
EXP EAGLE MATLS INCORPORATED 0.0%
Value $2,067 Shares 10 Est. Cost $179.72 Unrealized +22.7%
FSS FEDERAL SIGNAL CORPORATION 0.0%
Value $2,063 Shares 19 Est. Cost $59.77 Unrealized +91.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value $2,034 Shares 154 Est. Cost $8.90 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) 0.0%
Value $1,995 Shares 22 Est. Cost $59.06 Unrealized +51.8%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value $1,984 Shares 17 Est. Cost $40.46 Unrealized +156.1%
KNSL KINSALE CAP GROUP INCORPORATED 0.0%
Value $1,956 Shares 5 Est. Cost $386.74 Unrealized +5.4%
IQLT ISHARES TR MSCI INTL QUALTY 0.0%
Value $1,954 Shares 43 Est. Cost $44.19 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value $1,875 Shares 42 Est. Cost $34.82 Unrealized
PINNACLE FINL PARTNERS INCORPORATED 0.0%
Value $1,813 Shares 19 Est. Cost $67.05 Unrealized
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value $1,812 Shares 7 Est. Cost $220.99 Unrealized +19.6%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value $1,788 Shares 9 Est. Cost $194.56 Unrealized
LAD LITHIA MTRS INCORPORATED 0.0%
Value $1,662 Shares 5 Est. Cost $304.77 Unrealized +4.2%
AVLV AVANTIS US LARGE CAP VALUE ETF 0.0%
Value $1,591 Shares 21 Est. Cost $72.24 Unrealized
DORM DORMAN PRODUCTS INCORPORATED 0.0%
Value $1,478 Shares 12 Est. Cost $81.32 Unrealized +66.0%
FOXA FOX CORPORATION CLASS A COM 0.0%
Value $1,461 Shares 20 Est. Cost $31.87 Unrealized +105.0%
PGR PROGRESSIVE CORPORATION 0.0%
Value $1,366 Shares 6 Est. Cost $120.35 Unrealized +76.4%
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value $1,352 Shares 13 Est. Cost $97.49 Unrealized +11.0%
MYNZ MAINZ BIOMED N V SHS NEW (NETHERLANDS) 0.0%
Value $1,312 Shares 1,171 Est. Cost $5.23 Unrealized -74.8%
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value $1,304 Shares 34 Est. Cost $27.13 Unrealized +43.2%
BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A 0.0%
Value $1,265 Shares 15 Est. Cost $110.16 Unrealized -19.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $1,172 Shares 14 Est. Cost $84.14 Unrealized
SUI SUN CMNTYS INCORPORATED REIT 0.0%
Value $1,115 Shares 9 Est. Cost $118.30 Unrealized
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value $1,098 Shares 57 Est. Cost $43.25 Unrealized
ADC AGREE RLTY CORPORATION REIT 0.0%
Value $1,080 Shares 15 Est. Cost $55.27 Unrealized
EGP EASTGROUP PPTYS INCORPORATED REIT 0.0%
Value $1,069 Shares 6 Est. Cost $166.50 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value $952 Shares 10 Est. Cost $95.20 Unrealized
ITGR INTEGER HLDGS CORPORATION 0.0%
Value $941 Shares 12 Est. Cost $84.71 Unrealized -5.9%
ACI ALBERTSONS COMPANIES INCORPORATED COMMON STOCK 0.0%
Value $858 Shares 50 Est. Cost $20.83 Unrealized -15.3%
MOH MOLINA HEALTHCARE INCORPORATED 0.0%
Value $521 Shares 3 Est. Cost $314.76 Unrealized -47.8%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 0.0%
Value $508 Shares 18 Est. Cost $32.30 Unrealized
BHF BRIGHTHOUSE FINL INCORPORATED 0.0%
Value $454 Shares 7 Est. Cost $49.69 Unrealized +18.3%
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value $423 Shares 3 Est. Cost $109.67 Unrealized
DEA EASTERLY GOVT PPTYS INCORPORATED COM SHS REIT 0.0%
Value $403 Shares 19 Est. Cost $22.95 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value $403 Shares 15 Est. Cost $22.73 Unrealized
INN SUMMIT HOTEL PPTYS INCORPORATED REIT 0.0%
Value $375 Shares 77 Est. Cost $5.81 Unrealized
CIM CHIMERA INVT CORPORATION COM SHS REIT 0.0%
Value $311 Shares 25 Est. Cost $12.84 Unrealized
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value $295 Shares 38 Est. Cost $4.98 Unrealized +65.2%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value $219 Shares 44 Est. Cost $7.53 Unrealized -38.5%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value $155 Shares 6 Est. Cost $23.83 Unrealized
TXMD THERAPEUTICSMD INCORPORATED COM NEW 0.0%
Value $33 Shares 20 Est. Cost $3.78 Unrealized -61.8%
GIFT GIFTIFY INCORPORATED 0.0%
Value $1 Shares 1 Est. Cost $1.44 Unrealized -24.9%