Provenance Wealth Advisors, LLC Diversified Active

Location: Fort Lauderdale, FL

CIK: 0002081584 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $945M (100.0% shares, 0.0% debt)

Holdings (412)

ITOT ISHARES TR CORE S&P TTL STK 22.8%
Value $215M Shares 1,510,211 Est. Cost $94.19 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 8.9%
Value $83.74M Shares 866,012 Est. Cost $75.84 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 8.2%
Value $77.17M Shares 1,000,812 Est. Cost $61.24 Unrealized
EVTR EATON VANCE TOTAL RETURN BOND ETF 7.5%
Value $71.3M Shares 1,404,864 Est. Cost $50.75 Unrealized
JFLX J P MORGAN FLEXIBLE DEBT ETF 7.5%
Value $70.83M Shares 1,426,028 Est. Cost $50.22 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 5.8%
Value $54.94M Shares 255,450 Est. Cost $155.38 Unrealized
JGRO JP MORGAN ETF ACTIVE GROWTH ETF 5.0%
Value $47.24M Shares 558,867 Est. Cost $88.55 Unrealized
AGG ISHARES TR CORE US AGGBD ET 3.8%
Value $36.36M Shares 366,258 Est. Cost $94.48 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 3.8%
Value $35.66M Shares 627,928 Est. Cost $39.71 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 3.1%
Value $29.43M Shares 79,401 Est. Cost $246.53 Unrealized
SPY STATE STREET SPDR S&P 500 ETF TRUST 2.6%
Value $24.92M Shares 38,324 Est. Cost $435.11 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 2.6%
Value $24.18M Shares 427,309 Est. Cost $56.69 Unrealized
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 2.1%
Value $19.87M Shares 823,220 Est. Cost $24.14 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value $15.76M Shares 90,379 Est. Cost $118.82 Unrealized +57.1%
IEFA ISHARES TR CORE MSCI EAFE 1.1%
Value $10.84M Shares 119,721 Est. Cost $90.36 Unrealized
AAPL APPLE INCORPORATED 1.1%
Value $9.986M Shares 39,349 Est. Cost $194.96 Unrealized +34.8%
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value $9.37M Shares 96,467 Est. Cost $75.89 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.8%
Value $7.887M Shares 18,496 Est. Cost $275.86 Unrealized
QQQ INVESCO QQQ TRUST 0.6%
Value $5.509M Shares 9,544 Est. Cost $365.18 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.5%
Value $4.962M Shares 65,999 Est. Cost $50.04 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.5%
Value $4.96M Shares 73,445 Est. Cost $63.80 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.5%
Value $4.853M Shares 22,713 Est. Cost $169.32 Unrealized
MSFT MICROSOFT CORPORATION 0.4%
Value $3.962M Shares 10,702 Est. Cost $329.00 Unrealized +32.1%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.3%
Value $2.982M Shares 4,990 Est. Cost $415.74 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.3%
Value $2.819M Shares 11,365 Est. Cost $178.29 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.3%
Value $2.473M Shares 19,896 Est. Cost $114.99 Unrealized
CAT CATERPILLAR INCORPORATED 0.2%
Value $2.264M Shares 3,196 Est. Cost $262.30 Unrealized +160.9%
IUSG ISHARES TR CORE S&P US GWT 0.2%
Value $1.929M Shares 12,437 Est. Cost $94.83 Unrealized
AMZN AMAZON COM INCORPORATED 0.2%
Value $1.609M Shares 7,726 Est. Cost $200.90 Unrealized +12.9%
VUG VANGUARD GROWTH ETF 0.2%
Value $1.506M Shares 3,448 Est. Cost $292.72 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value $1.353M Shares 15,344 Est. Cost $38.46 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $1.246M Shares 6,493 Est. Cost $174.04 Unrealized
GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.1%
Value $1.219M Shares 16,032 Est. Cost $67.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.1%
Value $1.214M Shares 2,534 Est. Cost $354.77 Unrealized +39.1%
JNJ JOHNSON & JOHNSON 0.1%
Value $1.207M Shares 4,938 Est. Cost $152.78 Unrealized +49.1%
SMHX VANECK FABLESS SEMICONDUCTOR ETF 0.1%
Value $1.201M Shares 32,271 Est. Cost $26.78 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value $1.143M Shares 10,109 Est. Cost $68.42 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value $1.131M Shares 4,453 Est. Cost $177.90 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value $1.094M Shares 2,543 Est. Cost $193.86 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value $1.061M Shares 1,624 Est. Cost $484.19 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value $1.041M Shares 7,670 Est. Cost $100.65 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $1.039M Shares 4,288 Est. Cost $143.74 Unrealized +97.5%
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value $998K Shares 4,727 Est. Cost $153.84 Unrealized
WMT WALMART INCORPORATED 0.1%
Value $990K Shares 7,967 Est. Cost $69.53 Unrealized +75.5%
PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value $973K Shares 31,535 Est. Cost $32.46 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.1%
Value $832K Shares 7,758 Est. Cost $91.80 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value $814K Shares 10,170 Est. Cost $117.08 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value $801K Shares 2,649 Est. Cost $158.83 Unrealized +124.2%
ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 0.1%
Value $791K Shares 24,232 Est. Cost $25.81 Unrealized
V VISA INCORPORATED COM CLASS A 0.1%
Value $759K Shares 2,511 Est. Cost $319.36 Unrealized +3.1%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) 0.1%
Value $711K Shares 2,105 Est. Cost $92.18 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value $638K Shares 4,614 Est. Cost $99.27 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.1%
Value $631K Shares 2,200 Est. Cost $223.98 Unrealized +44.5%
AMLP ALERIAN MLP ETF 0.1%
Value $625K Shares 11,880 Est. Cost $43.51 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.1%
Value $625K Shares 2,173 Est. Cost $216.78 Unrealized +49.1%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value $615K Shares 5,800 Est. Cost $88.55 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value $587K Shares 28,762 Est. Cost $20.29 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value $586K Shares 11,869 Est. Cost $34.90 Unrealized
AVGO BROADCOM INCORPORATED 0.1%
Value $568K Shares 1,836 Est. Cost $261.96 Unrealized +27.6%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value $561K Shares 3,515 Est. Cost $129.85 Unrealized +18.8%
PAYX PAYCHEX INCORPORATED 0.1%
Value $558K Shares 6,053 Est. Cost $121.91 Unrealized -16.3%
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value $551K Shares 22,722 Est. Cost $23.86 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value $541K Shares 3,653 Est. Cost $118.63 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.1%
Value $540K Shares 5,086 Est. Cost $106.02 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value $534K Shares 22,027 Est. Cost $23.94 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value $519K Shares 17,103 Est. Cost $30.73 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value $515K Shares 20,323 Est. Cost $25.10 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value $508K Shares 2,936 Est. Cost $126.74 Unrealized
MCK MCKESSON CORPORATION 0.1%
Value $507K Shares 586 Est. Cost $735.04 Unrealized +19.1%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value $482K Shares 2,982 Est. Cost $101.38 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value $479K Shares 20,561 Est. Cost $23.44 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $479K Shares 2,313 Est. Cost $144.99 Unrealized +18.5%
DE DEERE & COMPANY 0.1%
Value $478K Shares 849 Est. Cost $397.55 Unrealized +38.7%
ITA ISHARES TR US AER DEF ETF 0.1%
Value $473K Shares 2,162 Est. Cost $185.23 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value $470K Shares 16,725 Est. Cost $25.97 Unrealized +0.8%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $458K Shares 1,246 Est. Cost $366.44 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value $448K Shares 3,718 Est. Cost $54.16 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.0%
Value $431K Shares 1,014 Est. Cost $385.89 Unrealized +25.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $431K Shares 6,728 Est. Cost $43.72 Unrealized
CI THE CIGNA GROUP 0.0%
Value $413K Shares 1,549 Est. Cost $272.79 Unrealized +2.9%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $400K Shares 7,871 Est. Cost $44.08 Unrealized
RTX RTX CORPORATION 0.0%
Value $389K Shares 2,014 Est. Cost $85.29 Unrealized +130.5%
XOM EXXON MOBIL CORPORATION 0.0%
Value $383K Shares 2,255 Est. Cost $125.20 Unrealized +10.8%
AEM AGNICO EAGLE MINES LIMITED (CANADA) 0.0%
Value $373K Shares 1,840 Est. Cost $46.83 Unrealized +340.0%
DOW DOW HLDGS INCORPORATED 0.0%
Value $366K Shares 8,796 Est. Cost $36.85 Unrealized -21.2%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value $364K Shares 2,614 Est. Cost $70.58 Unrealized +96.1%
CSCO CISCO SYSTEMS INCORPORATED 0.0%
Value $358K Shares 4,617 Est. Cost $49.98 Unrealized +55.9%
ALL ALLSTATE CORPORATION 0.0%
Value $350K Shares 1,687 Est. Cost $113.42 Unrealized +78.9%
GSL GLOBAL SHIP LEASE INCORPORATED COM CLASS A 0.0%
Value $337K Shares 9,040 Est. Cost $22.37 Unrealized +65.9%
STWD STARWOOD PROPERTY TR INCORPORATED REIT 0.0%
Value $331K Shares 19,248 Est. Cost $20.33 Unrealized
ABBV ABBVIE INCORPORATED 0.0%
Value $330K Shares 1,517 Est. Cost $135.33 Unrealized +64.5%
HD HOME DEPOT INCORPORATED 0.0%
Value $330K Shares 1,003 Est. Cost $353.23 Unrealized +6.7%
ABT ABBOTT LABORATORIES 0.0%
Value $319K Shares 3,104 Est. Cost $100.75 Unrealized +14.6%
META META PLATFORMS INCORPORATED CLASS A 0.0%
Value $312K Shares 546 Est. Cost $377.44 Unrealized +73.7%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value $311K Shares 2,051 Est. Cost $113.04 Unrealized
XMPT VANECK CEF MUNI INCOME ETF 0.0%
Value $283K Shares 13,160 Est. Cost $18.90 Unrealized
LNC LINCOLN NATL CORPORATION IND 0.0%
Value $280K Shares 7,890 Est. Cost $22.67 Unrealized +80.3%
WU WESTERN UN COMPANY 0.0%
Value $279K Shares 32,000 Est. Cost $10.58 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value $279K Shares 2,504 Est. Cost $94.51 Unrealized
JBL JABIL INCORPORATED 0.0%
Value $277K Shares 1,041 Est. Cost $108.78 Unrealized +128.0%
T AT&T INCORPORATED 0.0%
Value $273K Shares 9,419 Est. Cost $15.87 Unrealized +62.3%
PG PROCTER & GAMBLE COMPANY 0.0%
Value $266K Shares 1,844 Est. Cost $145.63 Unrealized +4.2%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value $264K Shares 825 Est. Cost $262.23 Unrealized +35.5%
BCE BCE INCORPORATED COM NEW (CANADA) 0.0%
Value $258K Shares 10,210 Est. Cost $22.06 Unrealized +13.5%
GE GE AEROSPACE COM NEW 0.0%
Value $247K Shares 870 Est. Cost $239.12 Unrealized +33.1%
BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) 0.0%
Value $246K Shares 6,071 Est. Cost $30.07 Unrealized +55.2%
IBDU ISHARES TR IBONDS DEC 29 0.0%
Value $245K Shares 10,550 Est. Cost $23.24 Unrealized
NOW SERVICENOW INCORPORATED 0.0%
Value $234K Shares 2,235 Est. Cost $155.27 Unrealized -22.0%
CB CHUBB LIMITED SWITZ (SWITZERLAND) 0.0%
Value $233K Shares 716 Est. Cost $197.70 Unrealized +60.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.0%
Value $228K Shares 1,150 Est. Cost $268.31 Unrealized -5.6%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value $226K Shares 3,916 Est. Cost $41.26 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $223K Shares 224 Est. Cost $537.62 Unrealized +79.3%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value $223K Shares 484 Est. Cost $402.51 Unrealized +29.4%
SU SUNCOR ENERGY INCORPORATED NEW (CANADA) 0.0%
Value $222K Shares 3,360 Est. Cost $29.76 Unrealized +74.1%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $215K Shares 562 Est. Cost $297.46 Unrealized
BAC BANK AMERICA CORPORATION 0.0%
Value $214K Shares 4,398 Est. Cost $28.68 Unrealized +87.1%
PKG PACKAGING CORPORATION AMER 0.0%
Value $212K Shares 1,000 Est. Cost $136.75 Unrealized +65.5%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value $206K Shares 8,209 Est. Cost $34.87 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.0%
Value $202K Shares 688 Est. Cost $212.55 Unrealized +46.5%
WHR WHIRLPOOL CORPORATION 0.0%
Value $199K Shares 3,688 Est. Cost $111.53 Unrealized -25.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $196K Shares 3,931 Est. Cost $49.89 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value $188K Shares 4,960 Est. Cost $28.98 Unrealized
DOC HEALTHPEAK PROPERTIES INCORPORATED REIT 0.0%
Value $187K Shares 11,399 Est. Cost $16.13 Unrealized +0.5%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.0%
Value $187K Shares 523 Est. Cost $212.34 Unrealized +66.5%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $183K Shares 1,261 Est. Cost $131.20 Unrealized
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value $182K Shares 1,138 Est. Cost $175.70 Unrealized -2.0%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value $178K Shares 8,148 Est. Cost $21.88 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value $176K Shares 500 Est. Cost $278.10 Unrealized +25.7%
EMR EMERSON ELEC COMPANY 0.0%
Value $172K Shares 1,315 Est. Cost $91.44 Unrealized +62.4%
EMXC ISHARES INCORPORATED MSCI EMRG CHN 0.0%
Value $169K Shares 2,150 Est. Cost $63.31 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value $158K Shares 775 Est. Cost $128.90 Unrealized +72.0%
QCOM QUALCOMM INCORPORATED 0.0%
Value $157K Shares 1,218 Est. Cost $142.00 Unrealized +8.4%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $157K Shares 7,982 Est. Cost $19.23 Unrealized
DLTR DOLLAR TREE INCORPORATED 0.0%
Value $156K Shares 1,424 Est. Cost $128.42 Unrealized 0.0%
MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $156K Shares 2,984 Est. Cost $52.19 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $155K Shares 200 Est. Cost $781.58 Unrealized -1.6%
OGN ORGANON & COMPANY COMMON STOCK 0.0%
Value $154K Shares 25,758 Est. Cost $15.47 Unrealized -46.8%
PBP INVESCO S&P 500 BUYWRITE ETF 0.0%
Value $154K Shares 6,981 Est. Cost $21.34 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $152K Shares 2,131 Est. Cost $52.49 Unrealized
URI UNITED RENTALS INCORPORATED 0.0%
Value $150K Shares 206 Est. Cost $877.74 Unrealized +0.6%
MFSI MFS ACTIVE INTERNATIONAL ETF 0.0%
Value $147K Shares 4,954 Est. Cost $29.72 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $146K Shares 490 Est. Cost $285.30 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value $143K Shares 969 Est. Cost $164.01 Unrealized +3.4%
AKRE AKRE FOCUS ETF 0.0%
Value $136K Shares 2,569 Est. Cost $52.85 Unrealized
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value $135K Shares 1,000 Est. Cost $17.53 Unrealized +725.3%
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.0%
Value $128K Shares 1,079 Est. Cost $86.05 Unrealized +58.6%
TM TOYOTA MOTOR CORPORATION ADS (JAPAN) 0.0%
Value $127K Shares 614 Est. Cost $180.42 Unrealized
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN 0.0%
Value $123K Shares 11,554 Est. Cost $11.34 Unrealized -9.3%
IFRA ISHARES TR US INFRASTRUC 0.0%
Value $122K Shares 2,141 Est. Cost $55.07 Unrealized
DDOG DATADOG INCORPORATED CLASS A COM 0.0%
Value $120K Shares 1,017 Est. Cost $118.49 Unrealized +4.6%
NFLX NETFLIX INCORPORATED. 0.0%
Value $112K Shares 1,170 Est. Cost $101.27 Unrealized -17.2%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $112K Shares 2,397 Est. Cost $36.20 Unrealized
RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $112K Shares 1,200 Est. Cost $65.72 Unrealized
AMAT APPLIED MATLS INCORPORATED 0.0%
Value $111K Shares 324 Est. Cost $141.22 Unrealized +131.2%
TSLA TESLA INCORPORATED 0.0%
Value $109K Shares 292 Est. Cost $232.93 Unrealized +82.9%
APO APOLLO GLOBAL MGMT INCORPORATED 0.0%
Value $98,495 Shares 884 Est. Cost $131.37 Unrealized +1.6%
KSS KOHLS CORPORATION 0.0%
Value $97,060 Shares 7,524 Est. Cost $11.61 Unrealized +61.9%
ASML ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value $95,100 Shares 72 Est. Cost $742.90 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value $94,406 Shares 8,677 Est. Cost $11.21 Unrealized
CMI CUMMINS INCORPORATED 0.0%
Value $93,077 Shares 173 Est. Cost $575.50 Unrealized 0.0%
IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 0.0%
Value $92,820 Shares 3,448 Est. Cost $26.92 Unrealized
EIS ISHARES INCORPORATED MSCI ISRAEL ETF 0.0%
Value $92,252 Shares 795 Est. Cost $116.04 Unrealized
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value $88,589 Shares 2,542 Est. Cost $20.96 Unrealized
AZO AUTOZONE INCORPORATED 0.0%
Value $87,822 Shares 26 Est. Cost $3254.77 Unrealized +11.4%
ADM ARCHER DANIELS MIDLAND COMPANY 0.0%
Value $87,228 Shares 1,200 Est. Cost $72.64 Unrealized -9.6%
ICF ISHARES TR SELECT US REIT 0.0%
Value $86,646 Shares 1,400 Est. Cost $50.16 Unrealized
LEG LEGGETT & PLATT INCORPORATED 0.0%
Value $86,134 Shares 8,718 Est. Cost $9.48 Unrealized +27.1%
CSX CSX CORPORATION 0.0%
Value $86,041 Shares 2,096 Est. Cost $30.62 Unrealized +25.8%
ITT ITT INCORPORATED 0.0%
Value $85,738 Shares 450 Est. Cost $98.13 Unrealized +94.1%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value $83,215 Shares 919 Est. Cost $78.49 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value $81,947 Shares 1,141 Est. Cost $73.93 Unrealized +5.5%
FTNT FORTINET INCORPORATED 0.0%
Value $81,720 Shares 1,000 Est. Cost $71.01 Unrealized +12.6%
IMCG ISHARES TR MRGSTR MD CP GRW 0.0%
Value $81,448 Shares 1,034 Est. Cost $79.84 Unrealized
KO COCA COLA COMPANY 0.0%
Value $80,613 Shares 1,060 Est. Cost $56.90 Unrealized +31.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $78,778 Shares 1,399 Est. Cost $53.44 Unrealized +11.6%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value $78,082 Shares 200 Est. Cost $155.44 Unrealized +177.4%
SNOW SNOWFLAKE INCORPORATED COM SHS 0.0%
Value $77,069 Shares 511 Est. Cost $186.18 Unrealized +4.5%
AFG AMERICAN FINANCIAL GROUP INCORPORATED 0.0%
Value $76,626 Shares 600 Est. Cost $97.74 Unrealized +32.1%
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) 0.0%
Value $76,375 Shares 500 Est. Cost $101.77 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value $76,026 Shares 580 Est. Cost $74.34 Unrealized +62.2%
MS MORGAN STANLEY COM NEW 0.0%
Value $72,905 Shares 443 Est. Cost $75.21 Unrealized +138.9%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.0%
Value $71,763 Shares 146 Est. Cost $441.58 Unrealized +30.1%
ZS ZSCALER INCORPORATED 0.0%
Value $70,846 Shares 505 Est. Cost $153.13 Unrealized +26.3%
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value $68,370 Shares 516 Est. Cost $100.93 Unrealized
PEP PEPSICO INCORPORATED 0.0%
Value $67,551 Shares 435 Est. Cost $157.23 Unrealized -1.6%
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value $64,953 Shares 903 Est. Cost $50.81 Unrealized +54.9%
TSN TYSON FOODS INCORPORATED CLASS A 0.0%
Value $64,070 Shares 1,000 Est. Cost $48.95 Unrealized +27.2%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value $63,442 Shares 430 Est. Cost $100.89 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value $61,706 Shares 273 Est. Cost $178.35 Unrealized +26.7%
GEV GE VERNOVA INCORPORATED 0.0%
Value $59,357 Shares 68 Est. Cost $736.93 Unrealized 0.0%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $58,869 Shares 1,312 Est. Cost $41.92 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $58,524 Shares 1,083 Est. Cost $39.27 Unrealized
FOUR SHIFT4 PMTS INCORPORATED CLASS A 0.0%
Value $58,511 Shares 1,338 Est. Cost $87.18 Unrealized -30.2%
PONY PONY AI INCORPORATED SPONSORED ADS (CAYMAN ISLANDS) 0.0%
Value $58,226 Shares 6,168 Est. Cost $13.20 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value $57,418 Shares 488 Est. Cost $74.76 Unrealized
USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 0.0%
Value $56,099 Shares 940 Est. Cost $39.66 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.0%
Value $54,989 Shares 65 Est. Cost $317.48 Unrealized +193.7%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.0%
Value $54,900 Shares 1,366 Est. Cost $43.92 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $53,513 Shares 365 Est. Cost $128.74 Unrealized
ADBE ADOBE INCORPORATED 0.0%
Value $52,019 Shares 214 Est. Cost $455.11 Unrealized -36.3%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value $50,923 Shares 2,433 Est. Cost $21.13 Unrealized
BAM BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 0.0%
Value $49,962 Shares 1,124 Est. Cost $31.84 Unrealized +61.6%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value $49,702 Shares 144 Est. Cost $175.00 Unrealized +96.1%
UNH UNITEDHEALTH GROUP INCORPORATED 0.0%
Value $48,436 Shares 179 Est. Cost $366.84 Unrealized -15.9%
BLK BLACKROCK INCORPORATED 0.0%
Value $48,086 Shares 50 Est. Cost $961.85 Unrealized +14.1%
TTE TOTALENERGIES SE ACT (FRANCE) 0.0%
Value $47,855 Shares 526 Est. Cost $63.23 Unrealized +13.1%
COWG PACER FDS TR US LARGE CAP CASH COWS 0.0%
Value $47,100 Shares 1,396 Est. Cost $36.30 Unrealized
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value $46,285 Shares 282 Est. Cost $118.14 Unrealized +0.8%
GABELLI DIVID & INCOME TR 0.0%
Value $45,377 Shares 1,685 Est. Cost $19.81 Unrealized
FCX FREEPORT MCMORAN INCORPORATED CLASS B 0.0%
Value $44,849 Shares 763 Est. Cost $36.80 Unrealized +66.1%
USB US BANCORP COM NEW 0.0%
Value $44,156 Shares 849 Est. Cost $33.06 Unrealized +71.3%
LOW LOWES COMPANIES INCORPORATED 0.0%
Value $43,948 Shares 186 Est. Cost $267.20 Unrealized +1.6%
LEN LENNAR CORPORATION CLASS A 0.0%
Value $43,420 Shares 500 Est. Cost $115.42 Unrealized -0.8%
EQL ALPS EQUAL SECTOR WEIGHT ETF 0.0%
Value $42,804 Shares 900 Est. Cost $71.76 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW 0.0%
Value $42,496 Shares 1,417 Est. Cost $29.99 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $41,773 Shares 737 Est. Cost $56.68 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.0%
Value $41,517 Shares 447 Est. Cost $74.19 Unrealized +17.5%
Z ZILLOW GROUP INCORPORATED CLASS C CAP STK 0.0%
Value $41,380 Shares 1,000 Est. Cost $51.40 Unrealized +14.3%
LDOS LEIDOS HOLDINGS INCORPORATED 0.0%
Value $41,213 Shares 265 Est. Cost $91.57 Unrealized +103.2%
CNI CANADIAN NATL RY COMPANY (CANADA) 0.0%
Value $41,108 Shares 400 Est. Cost $109.61 Unrealized -6.8%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $40,769 Shares 100 Est. Cost $396.54 Unrealized
NTR NUTRIEN LIMITED (CANADA) 0.0%
Value $40,371 Shares 535 Est. Cost $56.73 Unrealized +20.1%
MCD MCDONALDS CORPORATION 0.0%
Value $38,849 Shares 125 Est. Cost $294.75 Unrealized +7.6%
Q QNITY ELECTRONICS INCORPORATED COMMON STOCK 0.0%
Value $38,422 Shares 333 Est. Cost $84.91 Unrealized +19.2%
B BARRICK MINING CORPORATION COM SHS (CANADA) 0.0%
Value $37,731 Shares 925 Est. Cost $25.15 Unrealized +92.1%
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value $36,270 Shares 390 Est. Cost $65.80 Unrealized
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 0.0%
Value $35,963 Shares 330 Est. Cost $149.11 Unrealized
WBD WARNER BROS DISCOVERY INCORPORATED COM SER A 0.0%
Value $35,423 Shares 1,290 Est. Cost $11.96 Unrealized +136.1%
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value $35,154 Shares 504 Est. Cost $69.08 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $35,154 Shares 1,800 Est. Cost $19.56 Unrealized
UNP UNION PAC CORPORATION 0.0%
Value $33,724 Shares 139 Est. Cost $208.28 Unrealized +16.8%
VMI VALMONT INDUSTRIES INCORPORATED 0.0%
Value $33,164 Shares 83 Est. Cost $253.22 Unrealized +77.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $32,840 Shares 449 Est. Cost $61.43 Unrealized
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value $32,800 Shares 30 Est. Cost $808.07 Unrealized +36.7%
MET METLIFE INCORPORATED 0.0%
Value $31,824 Shares 450 Est. Cost $58.23 Unrealized +33.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $31,760 Shares 2,000 Est. Cost $7.94 Unrealized +193.2%
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 0.0%
Value $30,960 Shares 225 Est. Cost $101.97 Unrealized
NVO NOVO-NORDISK A S ADR (DENMARK) 0.0%
Value $30,907 Shares 841 Est. Cost $92.71 Unrealized
DD DUPONT DE NEMOURS INCORPORATED 0.0%
Value $30,503 Shares 666 Est. Cost $29.87 Unrealized +54.4%
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value $30,318 Shares 1,056 Est. Cost $29.82 Unrealized 0.0%
INTU INTUIT 0.0%
Value $30,267 Shares 70 Est. Cost $630.80 Unrealized -21.1%
TGT TARGET CORPORATION 0.0%
Value $29,452 Shares 243 Est. Cost $137.00 Unrealized -20.3%
MDT MEDTRONIC PLC SHS (IRELAND) 0.0%
Value $29,028 Shares 335 Est. Cost $77.66 Unrealized +28.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value $28,312 Shares 625 Est. Cost $46.00 Unrealized +14.6%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value $28,302 Shares 665 Est. Cost $25.40 Unrealized
HUBS HUBSPOT INCORPORATED 0.0%
Value $28,072 Shares 115 Est. Cost $552.68 Unrealized -47.2%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value $27,727 Shares 221 Est. Cost $86.74 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value $26,879 Shares 137 Est. Cost $186.49 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value $26,746 Shares 2,904 Est. Cost $7.64 Unrealized
IR INGERSOLL RAND INCORPORATED 0.0%
Value $26,279 Shares 328 Est. Cost $68.24 Unrealized +32.5%
JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND) 0.0%
Value $26,190 Shares 200 Est. Cost $59.18 Unrealized +113.0%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value $26,060 Shares 496 Est. Cost $40.96 Unrealized
MELI MERCADOLIBRE INCORPORATED 0.0%
Value $25,935 Shares 15 Est. Cost $2038.25 Unrealized +1.4%
PCAR PACCAR INCORPORATED 0.0%
Value $25,641 Shares 222 Est. Cost $81.80 Unrealized +50.4%
SAP SAP SE SPON ADR (GERMANY) 0.0%
Value $25,510 Shares 149 Est. Cost $154.59 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.0%
Value $25,261 Shares 210 Est. Cost $98.89 Unrealized +15.6%
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value $24,848 Shares 214 Est. Cost $73.58 Unrealized
SNY SANOFI SA SPONSORED ADR (FRANCE) 0.0%
Value $24,331 Shares 505 Est. Cost $50.37 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value $23,273 Shares 891 Est. Cost $20.63 Unrealized +40.5%
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value $22,984 Shares 46 Est. Cost $397.11 Unrealized +35.7%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value $22,916 Shares 325 Est. Cost $64.04 Unrealized +59.9%
VFH VANGUARD FINANCIALS ETF 0.0%
Value $22,591 Shares 187 Est. Cost $127.30 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $22,535 Shares 136 Est. Cost $155.45 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.0%
Value $22,270 Shares 70 Est. Cost $172.22 Unrealized +83.6%
CHTR CHARTER COMMUNICATIONS INCORPORATED CLASS A 0.0%
Value $22,236 Shares 103 Est. Cost $296.71 Unrealized -28.0%
INTC INTEL CORPORATION 0.0%
Value $22,065 Shares 500 Est. Cost $29.48 Unrealized +57.5%
WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & 0.0%
Value $21,709 Shares 769 Est. Cost $28.56 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value $20,711 Shares 66 Est. Cost $285.86 Unrealized
ZG ZILLOW GROUP INCORPORATED CLASS A 0.0%
Value $20,695 Shares 500 Est. Cost $50.21 Unrealized +16.0%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.0%
Value $20,502 Shares 124 Est. Cost $118.55 Unrealized +48.4%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $20,375 Shares 444 Est. Cost $61.73 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $20,036 Shares 294 Est. Cost $71.94 Unrealized
CRM SALESFORCE INCORPORATED 0.0%
Value $19,787 Shares 106 Est. Cost $275.50 Unrealized -21.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $19,300 Shares 1,000 Est. Cost $15.73 Unrealized
XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 0.0%
Value $19,179 Shares 173 Est. Cost $72.66 Unrealized
METV LISTED FDS TRUST ROUNDHILL BALL METAVERSE 0.0%
Value $19,116 Shares 1,200 Est. Cost $14.38 Unrealized
IBLC ISHARES TR BLOCKCHAIN & TEC 0.0%
Value $18,562 Shares 508 Est. Cost $24.68 Unrealized
DHR DANAHER CORPORATION DEL 0.0%
Value $18,202 Shares 96 Est. Cost $210.35 Unrealized +6.8%
MADE ISHARES TR US MANUFACTURING 0.0%
Value $17,993 Shares 540 Est. Cost $23.20 Unrealized
WY WEYERHAEUSER COMPANY COM NEW REIT 0.0%
Value $17,467 Shares 715 Est. Cost $30.60 Unrealized -22.2%
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) 0.0%
Value $17,320 Shares 215 Est. Cost $81.29 Unrealized -35.5%
WTRG ESSENTIAL UTILS INCORPORATED 0.0%
Value $17,115 Shares 425 Est. Cost $38.47 Unrealized +0.8%
SYK STRYKER CORPORATION 0.0%
Value $16,758 Shares 51 Est. Cost $323.77 Unrealized +12.6%
HIG HARTFORD INSURANCE GROUP INCORPORATED 0.0%
Value $16,498 Shares 122 Est. Cost $107.07 Unrealized +27.7%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value $16,422 Shares 314 Est. Cost $39.50 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value $15,779 Shares 568 Est. Cost $29.73 Unrealized
ARTY ISHARES TR FUTURE AI & TECH 0.0%
Value $15,448 Shares 332 Est. Cost $31.45 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value $15,357 Shares 81 Est. Cost $143.33 Unrealized
IHAK ISHARES TR CYBERSECURITY 0.0%
Value $14,928 Shares 342 Est. Cost $46.98 Unrealized
AN AUTONATION INCORPORATED 0.0%
Value $14,644 Shares 75 Est. Cost $159.53 Unrealized +31.2%
VTEI VANGUARD INTERMEDIATE TERM TAX EXEMPT BOND ETF 0.0%
Value $14,591 Shares 146 Est. Cost $99.94 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $14,261 Shares 602 Est. Cost $25.46 Unrealized 0.0%
MTN VAIL RESORTS INCORPORATED 0.0%
Value $14,244 Shares 111 Est. Cost $237.32 Unrealized -41.9%
ETHA ISHARES ETHEREUM TR SHS 0.0%
Value $13,820 Shares 873 Est. Cost $13.82 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value $13,750 Shares 94 Est. Cost $150.26 Unrealized +2.6%
IPO RENAISSANCE IPO ETF 0.0%
Value $13,611 Shares 325 Est. Cost $43.57 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value $13,385 Shares 266 Est. Cost $41.89 Unrealized -3.9%
GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $13,246 Shares 240 Est. Cost $36.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $12,804 Shares 97 Est. Cost $109.40 Unrealized -6.2%
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.0%
Value $12,602 Shares 328 Est. Cost $46.81 Unrealized
FIX COMFORT SYSTEMS USA INCORPORATED 0.0%
Value $12,411 Shares 9 Est. Cost $174.99 Unrealized +583.5%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $12,252 Shares 200 Est. Cost $84.43 Unrealized
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value $12,220 Shares 260 Est. Cost $35.94 Unrealized
ARKK ARK ETF TRUST INNOVATION ETF 0.0%
Value $11,693 Shares 173 Est. Cost $41.74 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value $11,561 Shares 348 Est. Cost $28.50 Unrealized
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value $10,710 Shares 200 Est. Cost $59.98 Unrealized 0.0%
ECL ECOLAB INCORPORATED 0.0%
Value $10,641 Shares 40 Est. Cost $199.93 Unrealized +43.2%
AAP ADVANCE AUTO PARTS INCORPORATED 0.0%
Value $10,550 Shares 200 Est. Cost $63.61 Unrealized -22.8%
DOUG DOUGLAS ELLIMAN INCORPORATED 0.0%
Value $10,463 Shares 6,380 Est. Cost $2.30 Unrealized +10.6%
BX BLACKSTONE INCORPORATED 0.0%
Value $10,349 Shares 90 Est. Cost $97.43 Unrealized +44.6%
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value $10,080 Shares 42 Est. Cost $250.31 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value $9,953 Shares 38 Est. Cost $236.97 Unrealized
BPAY ISHARES FINTECH ACTIVE ETF 0.0%
Value $9,946 Shares 450 Est. Cost $24.41 Unrealized
SLB SLB LIMITED COM STK (CURACAO) 0.0%
Value $9,353 Shares 182 Est. Cost $48.83 Unrealized -1.1%
LULU LULULEMON ATHLETICA INCORPORATED 0.0%
Value $9,033 Shares 59 Est. Cost $275.46 Unrealized -31.5%
HAL HALLIBURTON COMPANY 0.0%
Value $8,929 Shares 229 Est. Cost $36.54 Unrealized -8.2%
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value $8,757 Shares 38 Est. Cost $48.38 Unrealized +368.2%
GWW WW GRAINGER INCORPORATED 0.0%
Value $8,726 Shares 8 Est. Cost $714.51 Unrealized +53.2%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $8,515 Shares 100 Est. Cost $77.05 Unrealized
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value $8,484 Shares 505 Est. Cost $17.17 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $7,687 Shares 60 Est. Cost $91.35 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value $7,607 Shares 76 Est. Cost $79.14 Unrealized
USCB USCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM 0.0%
Value $7,416 Shares 400 Est. Cost $11.09 Unrealized +74.9%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value $7,094 Shares 49 Est. Cost $116.18 Unrealized
WFC WELLS FARGO & COMPANY 0.0%
Value $7,085 Shares 89 Est. Cost $40.89 Unrealized +120.2%
ALC ALCON AG ORD SHS (SWITZERLAND) 0.0%
Value $7,008 Shares 93 Est. Cost $76.39 Unrealized +5.4%
MRP MILLROSE PPTYS INCORPORATED COM CLASS A REIT 0.0%
Value $7,000 Shares 250 Est. Cost $26.51 Unrealized
OMDA OMADA HEALTH INCORPORATED 0.0%
Value $6,976 Shares 555 Est. Cost $20.28 Unrealized -31.1%
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value $6,822 Shares 87 Est. Cost $61.64 Unrealized
MO ALTRIA GROUP INCORPORATED 0.0%
Value $6,599 Shares 100 Est. Cost $36.09 Unrealized +74.7%
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK 0.0%
Value $6,477 Shares 91 Est. Cost $82.25 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value $6,318 Shares 22 Est. Cost $290.23 Unrealized
MPC MARATHON PETE CORPORATION 0.0%
Value $6,104 Shares 25 Est. Cost $132.62 Unrealized +39.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $6,079 Shares 20 Est. Cost $243.35 Unrealized
MNST MONSTER BEVERAGE CORPORATION NEW 0.0%
Value $6,014 Shares 83 Est. Cost $56.09 Unrealized +43.8%
IEF ISHARES TR 7-10 YR TRSY BD 0.0%
Value $5,917 Shares 62 Est. Cost $96.42 Unrealized
WDAY WORKDAY INCORPORATED CLASS A 0.0%
Value $5,846 Shares 45 Est. Cost $243.93 Unrealized -29.2%
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (JAPAN) 0.0%
Value $5,549 Shares 327 Est. Cost $8.49 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value $5,531 Shares 25 Est. Cost $186.91 Unrealized
CLX CLOROX COMPANY DEL 0.0%
Value $5,182 Shares 50 Est. Cost $114.41 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS 0.0%
Value $5,103 Shares 67 Est. Cost $48.43 Unrealized +34.7%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value $4,972 Shares 52 Est. Cost $76.88 Unrealized
CCL CARNIVAL CORPORATION COMMON STOCK (PANAMA) 0.0%
Value $4,969 Shares 192 Est. Cost $22.38 Unrealized +38.6%
EQIX EQUINIX INCORPORATED REIT 0.0%
Value $4,901 Shares 5 Est. Cost $767.85 Unrealized -0.5%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value $4,730 Shares 51 Est. Cost $83.96 Unrealized
UBS UBS GROUP AG SHS (SWITZERLAND) 0.0%
Value $4,688 Shares 120 Est. Cost $23.36 Unrealized +95.1%
LLY ELI LILLY & COMPANY 0.0%
Value $4,599 Shares 5 Est. Cost $507.91 Unrealized +106.2%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value $4,471 Shares 58 Est. Cost $80.60 Unrealized +11.1%
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value $4,392 Shares 25 Est. Cost $270.63 Unrealized -24.6%
COF CAPITAL ONE FINL CORPORATION 0.0%
Value $4,378 Shares 24 Est. Cost $185.05 Unrealized +20.6%
USFD US FOODS HLDG CORPORATION 0.0%
Value $4,334 Shares 47 Est. Cost $41.44 Unrealized +109.0%
MRSH MARSH & MCLENNAN COMPANIES INCORPORATED 0.0%
Value $4,163 Shares 24 Est. Cost $185.70 Unrealized -2.3%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value $4,025 Shares 79 Est. Cost $50.89 Unrealized
RBC RBC BEARINGS INCORPORATED 0.0%
Value $3,802 Shares 7 Est. Cost $226.85 Unrealized +128.2%
COR CENCORA INCORPORATED 0.0%
Value $3,770 Shares 12 Est. Cost $181.88 Unrealized +94.1%
WAB WABTEC 0.0%
Value $3,499 Shares 14 Est. Cost $110.14 Unrealized +116.9%
LIN LINDE PLC SHS (IRELAND) 0.0%
Value $3,470 Shares 7 Est. Cost $369.34 Unrealized +24.5%
PCRX PACIRA BIOSCIENCES INCORPORATED 0.0%
Value $3,390 Shares 150 Est. Cost $36.04 Unrealized -38.9%
TMUS T-MOBILE US INCORPORATED 0.0%
Value $3,150 Shares 15 Est. Cost $133.84 Unrealized +49.6%
NWG NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) 0.0%
Value $3,069 Shares 206 Est. Cost $5.83 Unrealized
CRH CRH PLC ORD (IRELAND) 0.0%
Value $3,048 Shares 29 Est. Cost $74.71 Unrealized +66.4%
CNQ CANADIAN NAT RES LIMITED MED TERM (CANADA) 0.0%
Value $3,021 Shares 62 Est. Cost $31.64 Unrealized +17.6%
HLN HALEON PLC SPON ADS (UNITED KINGDOM) 0.0%
Value $3,003 Shares 300 Est. Cost $8.27 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.0%
Value $2,861 Shares 57 Est. Cost $33.24 Unrealized +31.8%
VLTO VERALTO CORPORATION COM SHS 0.0%
Value $2,829 Shares 32 Est. Cost $82.23 Unrealized +18.6%
BJ BJS WHOLESALE CLUB HLDGS INCORPORATED 0.0%
Value $2,756 Shares 28 Est. Cost $67.28 Unrealized +42.2%
TXRH TEXAS ROADHOUSE INCORPORATED 0.0%
Value $2,642 Shares 16 Est. Cost $102.50 Unrealized +80.1%
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value $2,601 Shares 22 Est. Cost $176.75 Unrealized -28.7%
OXY/WS OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 0.0%
Value $2,445 Shares 57 Est. Cost $43.25 Unrealized
CVCO CAVCO INDUSTRIES INCORPORATED DEL 0.0%
Value $2,421 Shares 5 Est. Cost $280.43 Unrealized +115.3%
CPAY CORPAY INCORPORATED COM SHS 0.0%
Value $2,328 Shares 8 Est. Cost $286.94 Unrealized +14.2%
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $2,313 Shares 154 Est. Cost $8.90 Unrealized
FSS FEDERAL SIGNAL CORPORATION 0.0%
Value $2,055 Shares 19 Est. Cost $59.77 Unrealized +92.7%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.0%
Value $2,045 Shares 13 Est. Cost $111.18 Unrealized +48.4%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) 0.0%
Value $1,995 Shares 22 Est. Cost $59.06 Unrealized +60.2%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value $1,928 Shares 17 Est. Cost $40.46 Unrealized +187.1%
DIS DISNEY WALT COMPANY 0.0%
Value $1,928 Shares 20 Est. Cost $88.63 Unrealized +23.5%
QS QUANTUMSCAPE CORPORATION COM CLASS A 0.0%
Value $1,914 Shares 300 Est. Cost $5.25 Unrealized +76.1%
EXP EAGLE MATLS INCORPORATED 0.0%
Value $1,894 Shares 10 Est. Cost $179.72 Unrealized +25.3%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value $1,893 Shares 42 Est. Cost $34.82 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING INC 0.0%
Value $1,838 Shares 100 Est. Cost $19.96 Unrealized +4.4%
KNSL KINSALE CAP GROUP INCORPORATED 0.0%
Value $1,708 Shares 5 Est. Cost $386.74 Unrealized +1.7%
VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A 0.0%
Value $1,555 Shares 42 Est. Cost $32.14 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & COMPANY 0.0%
Value $1,516 Shares 7 Est. Cost $220.99 Unrealized +8.8%
SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) 0.0%
Value $1,491 Shares 18 Est. Cost $43.95 Unrealized
CNP CENTERPOINT ENERGY INCORPORATED 0.0%
Value $1,467 Shares 34 Est. Cost $27.13 Unrealized +47.5%
RPM RPM INTERNATIONAL INCORPORATED 0.0%
Value $1,292 Shares 13 Est. Cost $97.49 Unrealized +15.0%
DORM DORMAN PRODUCTS INCORPORATED 0.0%
Value $1,252 Shares 12 Est. Cost $81.32 Unrealized +55.5%
LAD LITHIA MTRS INCORPORATED 0.0%
Value $1,249 Shares 5 Est. Cost $304.77 Unrealized +5.6%
PGR PROGRESSIVE CORPORATION 0.0%
Value $1,189 Shares 6 Est. Cost $120.35 Unrealized +71.7%
BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A 0.0%
Value $1,170 Shares 15 Est. Cost $110.16 Unrealized -21.0%
FOXA FOX CORPORATION CLASS A COM 0.0%
Value $1,168 Shares 20 Est. Cost $31.87 Unrealized +110.8%
SUI SUN CMNTYS INCORPORATED REIT 0.0%
Value $1,134 Shares 9 Est. Cost $118.30 Unrealized
ADC AGREE RLTY CORPORATION REIT 0.0%
Value $1,131 Shares 15 Est. Cost $55.27 Unrealized
EGP EASTGROUP PPTYS INCORPORATED REIT 0.0%
Value $1,111 Shares 6 Est. Cost $166.50 Unrealized
ITGR INTEGER HLDGS CORPORATION 0.0%
Value $1,056 Shares 12 Est. Cost $84.71 Unrealized +0.3%
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value $956 Shares 14 Est. Cost $232.68 Unrealized -51.3%
ACI ALBERTSONS COMPANIES INCORPORATED COMMON STOCK 0.0%
Value $852 Shares 50 Est. Cost $20.83 Unrealized -16.6%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 0.0%
Value $679 Shares 18 Est. Cost $32.30 Unrealized
MYNZ MAINZ BIOMED N V SHS NEW (NETHERLANDS) 0.0%
Value $555 Shares 1,171 Est. Cost $5.23 Unrealized -80.7%
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value $434 Shares 3 Est. Cost $109.67 Unrealized
BHF BRIGHTHOUSE FINL INCORPORATED 0.0%
Value $419 Shares 7 Est. Cost $49.69 Unrealized +28.6%
DEA EASTERLY GOVT PPTYS INCORPORATED COM SHS REIT 0.0%
Value $407 Shares 19 Est. Cost $22.95 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value $404 Shares 15 Est. Cost $22.73 Unrealized
MOH MOLINA HEALTHCARE INCORPORATED 0.0%
Value $400 Shares 3 Est. Cost $314.76 Unrealized -46.4%
INN SUMMIT HOTEL PPTYS REIT 0.0%
Value $340 Shares 77 Est. Cost $5.81 Unrealized
CIM CHIMERA INVT CORPORATION COM SHS REIT 0.0%
Value $314 Shares 25 Est. Cost $12.84 Unrealized
LUMN LUMEN TECHNOLOGIES INCORPORATED 0.0%
Value $264 Shares 38 Est. Cost $4.98 Unrealized +62.1%
UAA UNDER ARMOUR INCORPORATED CLASS A 0.0%
Value $260 Shares 44 Est. Cost $7.53 Unrealized -13.0%
NLOP NET LEASE OFFICE PROPERTIES REIT 0.0%
Value $69 Shares 6 Est. Cost $23.83 Unrealized
TXMD THERAPEUTICSMD INCORPORATED COM NEW 0.0%
Value $40 Shares 20 Est. Cost $3.78 Unrealized -40.1%
GIFT GIFTIFY INCORPORATED 0.0%
Value $1 Shares 1 Est. Cost $1.44 Unrealized -27.6%