TruWealth Advisors, LLC Diversified Active

CIK: 0001834985 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 6, 2025

Total Value ($000): $1,978,667 (100.0% shares, 0.0% debt)

Holdings (182)

FBND FIDELITY MERRIMACK STR TR 6.3%
Value ($000) $124,171 Shares 2,685,363 Est. Cost $45.53 Unrealized
VTI VANGUARD INDEX FDS 5.6%
Value ($000) $110,398 Shares 336,407 Est. Cost $203.98 Unrealized
PYLD PIMCO ETF TR 5.2%
Value ($000) $103,494 Shares 3,855,961 Est. Cost $26.32 Unrealized
JAAA JANUS DETROIT STR TR 5.2%
Value ($000) $103,490 Shares 2,038,013 Est. Cost $50.38 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 4.6%
Value ($000) $90,202 Shares 4,385,103 Est. Cost $20.06 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 3.8%
Value ($000) $74,892 Shares 4,431,476 Est. Cost $16.58 Unrealized
IWF ISHARES TR 3.4%
Value ($000) $68,132 Shares 145,455 Est. Cost $269.45 Unrealized
AVUV AMERICAN CENTY ETF TR 3.0%
Value ($000) $60,282 Shares 605,662 Est. Cost $83.54 Unrealized
GOOG ALPHABET INC 2.6%
Value ($000) $51,699 Shares 212,273 Est. Cost $113.84 Unrealized +84.4%
AAPL APPLE INC 2.6%
Value ($000) $51,042 Shares 200,454 Est. Cost $136.82 Unrealized +64.9%
MSFT MICROSOFT CORP 2.5%
Value ($000) $49,506 Shares 95,580 Est. Cost $250.92 Unrealized +102.7%
AVGO BROADCOM INC 2.4%
Value ($000) $48,461 Shares 146,788 Est. Cost $148.96 Unrealized +105.2%
QQQM INVESCO EXCH TRADED FD TR II 2.1%
Value ($000) $41,426 Shares 167,637 Est. Cost $140.96 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $40,308 Shares 183,577 Est. Cost $126.41 Unrealized +79.1%
JPM JPMORGAN CHASE & CO. 1.9%
Value ($000) $36,940 Shares 117,110 Est. Cost $116.14 Unrealized +154.8%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $35,625 Shares 38,487 Est. Cost $405.93 Unrealized +135.7%
ABBV ABBVIE INC 1.7%
Value ($000) $34,237 Shares 147,873 Est. Cost $108.75 Unrealized +85.7%
XMHQ INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $32,442 Shares 309,091 Est. Cost $96.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $30,685 Shares 108,751 Est. Cost $175.04 Unrealized +48.3%
LLY ELI LILLY & CO 1.3%
Value ($000) $26,626 Shares 34,898 Est. Cost $408.97 Unrealized +81.5%
PWR QUANTA SVCS INC 1.3%
Value ($000) $26,208 Shares 63,240 Est. Cost $291.99 Unrealized +33.1%
CSCO CISCO SYS INC 1.3%
Value ($000) $25,720 Shares 375,920 Est. Cost $48.48 Unrealized +39.0%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $25,643 Shares 42,711 Est. Cost $332.29 Unrealized
IWD ISHARES TR 1.2%
Value ($000) $24,664 Shares 121,148 Est. Cost $159.84 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $23,989 Shares 128,572 Est. Cost $148.41 Unrealized +17.4%
V VISA INC 1.2%
Value ($000) $23,781 Shares 69,661 Est. Cost $239.04 Unrealized +44.4%
SHEL SHELL PLC 1.2%
Value ($000) $23,267 Shares 325,277 Est. Cost $55.52 Unrealized
FANG DIAMONDBACK ENERGY INC 1.2%
Value ($000) $23,240 Shares 162,406 Est. Cost $142.69 Unrealized -1.3%
FCX FREEPORT-MCMORAN INC 1.1%
Value ($000) $22,707 Shares 578,974 Est. Cost $40.70 Unrealized +6.1%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $22,673 Shares 37,025 Est. Cost $374.30 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $21,502 Shares 27,000 Est. Cost $734.84 Unrealized 0.0%
CAT CATERPILLAR INC 1.1%
Value ($000) $21,077 Shares 44,173 Est. Cost $358.48 Unrealized +18.7%
CGMS CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $20,304 Shares 731,665 Est. Cost $27.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $20,276 Shares 979,982 Est. Cost $20.14 Unrealized
WPC WP CAREY INC 1.0%
Value ($000) $19,819 Shares 293,304 Est. Cost $68.24 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $18,913 Shares 258,064 Est. Cost $49.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $18,792 Shares 67,286 Est. Cost $250.68 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $18,440 Shares 732,087 Est. Cost $24.27 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $17,086 Shares 23,266 Est. Cost $490.45 Unrealized +51.5%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $16,379 Shares 48,033 Est. Cost $291.11 Unrealized +7.8%
DFIV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $16,249 Shares 352,324 Est. Cost $42.92 Unrealized
LRCX LAM RESEARCH CORP 0.8%
Value ($000) $15,726 Shares 117,446 Est. Cost $105.52 Unrealized 0.0%
VUSB VANGUARD BD INDEX FDS 0.7%
Value ($000) $13,294 Shares 265,916 Est. Cost $49.70 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $12,891 Shares 641,990 Est. Cost $19.66 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.6%
Value ($000) $12,153 Shares 500,108 Est. Cost $24.21 Unrealized
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $12,136 Shares 472,025 Est. Cost $36.50 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $12,054 Shares 120,236 Est. Cost $98.50 Unrealized
FENI FIDELITY COVINGTON TRUST 0.6%
Value ($000) $11,717 Shares 332,116 Est. Cost $33.30 Unrealized
GSK GSK PLC 0.6%
Value ($000) $11,302 Shares 261,863 Est. Cost $39.95 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $10,895 Shares 241,575 Est. Cost $53.91 Unrealized -15.6%
FLMI FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $10,764 Shares 434,571 Est. Cost $24.60 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $10,757 Shares 150,725 Est. Cost $67.22 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $10,306 Shares 157,916 Est. Cost $91.59 Unrealized
IAU ISHARES GOLD TR 0.5%
Value ($000) $9,956 Shares 136,809 Est. Cost $63.41 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $7,816 Shares 26,610 Est. Cost $230.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $7,223 Shares 263,600 Est. Cost $42.15 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $6,109 Shares 31,411 Est. Cost $163.12 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $5,509 Shares 109,152 Est. Cost $50.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $5,428 Shares 8,148 Est. Cost $385.32 Unrealized
MUST COLUMBIA ETF TR I 0.3%
Value ($000) $5,265 Shares 256,459 Est. Cost $20.39 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $5,099 Shares 75,808 Est. Cost $51.94 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,738 Shares 99,637 Est. Cost $47.09 Unrealized
MUNI PIMCO ETF TR 0.2%
Value ($000) $4,725 Shares 90,385 Est. Cost $52.28 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $4,425 Shares 13,557 Est. Cost $239.46 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $4,289 Shares 27,618 Est. Cost $84.21 Unrealized +80.8%
GSY INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $4,090 Shares 81,413 Est. Cost $50.24 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $3,835 Shares 15,775 Est. Cost $120.08 Unrealized +74.2%
XMMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,519 Shares 26,021 Est. Cost $124.43 Unrealized
WMT WALMART INC 0.2%
Value ($000) $3,365 Shares 32,647 Est. Cost $53.39 Unrealized +85.9%
IDMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $3,267 Shares 60,504 Est. Cost $53.64 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,004 Shares 21,588 Est. Cost $118.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,994 Shares 5,955 Est. Cost $314.45 Unrealized +54.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,958 Shares 37,006 Est. Cost $80.32 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,843 Shares 7,016 Est. Cost $269.48 Unrealized +44.4%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,834 Shares 38,573 Est. Cost $62.24 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $2,805 Shares 3,757 Est. Cost $347.33 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,349 Shares 20,833 Est. Cost $34.81 Unrealized +215.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $2,300 Shares 7,568 Est. Cost $235.16 Unrealized +28.2%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $2,110 Shares 8,128 Est. Cost $231.23 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1,995 Shares 4,061 Est. Cost $165.41 Unrealized +208.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,788 Shares 6,390 Est. Cost $212.83 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,425 Shares 25,582 Est. Cost $49.38 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $1,370 Shares 5,006 Est. Cost $187.66 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1,368 Shares 8,004 Est. Cost $123.80 Unrealized +36.9%
COWZ PACER FDS TR 0.1%
Value ($000) $1,364 Shares 23,730 Est. Cost $54.07 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,326 Shares 11,161 Est. Cost $110.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,252 Shares 2,101 Est. Cost $419.75 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,227 Shares 5,862 Est. Cost $162.45 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $1,181 Shares 23,963 Est. Cost $49.18 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,160 Shares 22,494 Est. Cost $26.87 Unrealized +79.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,029 Shares 4,769 Est. Cost $151.67 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,006 Shares 2,097 Est. Cost $273.55 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $995 Shares 5,371 Est. Cost $144.30 Unrealized +17.5%
MCK MCKESSON CORP 0.1%
Value ($000) $994 Shares 1,287 Est. Cost $556.20 Unrealized +26.4%
IGV ISHARES TR 0.0%
Value ($000) $988 Shares 8,594 Est. Cost $124.92 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $966 Shares 16,079 Est. Cost $93.88 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $963 Shares 37,788 Est. Cost $29.39 Unrealized -17.8%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $934 Shares 5,562 Est. Cost $117.15 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $931 Shares 18,620 Est. Cost $49.93 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $904 Shares 6,362 Est. Cost $105.73 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $901 Shares 6,391 Est. Cost $101.89 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $883 Shares 2,388 Est. Cost $310.46 Unrealized +23.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $863 Shares 4,062 Est. Cost $200.35 Unrealized +8.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $782 Shares 1,374 Est. Cost $379.71 Unrealized +51.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $664 Shares 4,322 Est. Cost $127.64 Unrealized +21.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $662 Shares 12,285 Est. Cost $30.76 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $640 Shares 956 Est. Cost $444.14 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $636 Shares 3,353 Est. Cost $128.41 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $634 Shares 529 Est. Cost $37.31 Unrealized +227.2%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $620 Shares 2,014 Est. Cost $203.32 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $604 Shares 1,358 Est. Cost $193.25 Unrealized +79.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $592 Shares 4,783 Est. Cost $119.80 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $564 Shares 2,004 Est. Cost $133.91 Unrealized +89.8%
SMMU PIMCO ETF TR 0.0%
Value ($000) $558 Shares 11,028 Est. Cost $50.31 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $553 Shares 5,833 Est. Cost $58.50 Unrealized +57.6%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $547 Shares 42,803 Est. Cost $13.10 Unrealized +2.5%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $539 Shares 4,359 Est. Cost $109.40 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $533 Shares 4,769 Est. Cost $38.53 Unrealized +153.6%
IJT ISHARES TR 0.0%
Value ($000) $529 Shares 3,735 Est. Cost $130.84 Unrealized
T AT&T INC 0.0%
Value ($000) $509 Shares 18,012 Est. Cost $17.80 Unrealized +57.7%
KLAC KLA CORP 0.0%
Value ($000) $506 Shares 469 Est. Cost $407.84 Unrealized +128.1%
SSO PROSHARES TR 0.0%
Value ($000) $501 Shares 4,467 Est. Cost $78.51 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $493 Shares 2,515 Est. Cost $197.68 Unrealized 0.0%
FDSB FIFTH DIST BANCORP INC 0.0%
Value ($000) $484 Shares 34,999 Est. Cost $13.39 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $482 Shares 1,709 Est. Cost $129.21 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $480 Shares 1,235 Est. Cost $433.73 Unrealized -9.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $470 Shares 2,576 Est. Cost $162.07 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $437 Shares 1,015 Est. Cost $317.53 Unrealized +34.9%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $431 Shares 3,836 Est. Cost $72.57 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $430 Shares 1,874 Est. Cost $130.51 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $405 Shares 3,352 Est. Cost $64.46 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $397 Shares 1,580 Est. Cost $171.24 Unrealized +42.6%
CFA VICTORY PORTFOLIOS II 0.0%
Value ($000) $395 Shares 4,343 Est. Cost $77.60 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $395 Shares 3,012 Est. Cost $85.21 Unrealized +59.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $381 Shares 2,231 Est. Cost $139.09 Unrealized +15.1%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $381 Shares 1,498 Est. Cost $177.78 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $370 Shares 1,115 Est. Cost $293.04 Unrealized +8.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $363 Shares 1,545 Est. Cost $196.30 Unrealized +19.7%
ABT ABBOTT LABS 0.0%
Value ($000) $353 Shares 2,636 Est. Cost $101.95 Unrealized +28.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $345 Shares 2,238 Est. Cost $98.75 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $332 Shares 1,105 Est. Cost $198.96 Unrealized +37.1%
MRK MERCK & CO INC 0.0%
Value ($000) $321 Shares 3,828 Est. Cost $84.13 Unrealized -3.7%
MS MORGAN STANLEY 0.0%
Value ($000) $316 Shares 1,985 Est. Cost $96.90 Unrealized +51.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $314 Shares 882 Est. Cost $289.86 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $306 Shares 4,250 Est. Cost $52.94 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $300 Shares 690 Est. Cost $304.71 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $298 Shares 13,162 Est. Cost $10.57 Unrealized +107.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $283 Shares 1,320 Est. Cost $124.75 Unrealized +60.5%
ACM AECOM 0.0%
Value ($000) $280 Shares 2,148 Est. Cost $103.04 Unrealized +16.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $278 Shares 1,714 Est. Cost $73.68 Unrealized +124.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $273 Shares 828 Est. Cost $263.84 Unrealized +22.1%
CRM SALESFORCE INC 0.0%
Value ($000) $270 Shares 1,138 Est. Cost $261.23 Unrealized -3.8%
KO COCA COLA CO 0.0%
Value ($000) $269 Shares 4,061 Est. Cost $56.81 Unrealized +19.6%
SUB ISHARES TR 0.0%
Value ($000) $269 Shares 2,522 Est. Cost $104.39 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $265 Shares 1,269 Est. Cost $179.94 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $264 Shares 1,580 Est. Cost $131.75 Unrealized +17.1%
LQD ISHARES TR 0.0%
Value ($000) $262 Shares 2,351 Est. Cost $109.68 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $259 Shares 2,682 Est. Cost $67.45 Unrealized
DIVB ISHARES TR 0.0%
Value ($000) $259 Shares 4,951 Est. Cost $48.46 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $257 Shares 1,712 Est. Cost $122.56 Unrealized +16.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $250 Shares 725 Est. Cost $298.94 Unrealized 0.0%
IWL ISHARES TR 0.0%
Value ($000) $241 Shares 1,453 Est. Cost $153.09 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $238 Shares 737 Est. Cost $236.14 Unrealized +40.6%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $237 Shares 2,648 Est. Cost $69.30 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $236 Shares 1,389 Est. Cost $147.81 Unrealized 0.0%
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $236 Shares 4,180 Est. Cost $45.60 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $235 Shares 368 Est. Cost $606.98 Unrealized 0.0%
TMFC RBB FD INC 0.0%
Value ($000) $233 Shares 3,302 Est. Cost $64.51 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $231 Shares 2,015 Est. Cost $103.03 Unrealized +13.5%
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $231 Shares 3,135 Est. Cost $68.01 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $229 Shares 2,455 Est. Cost $80.46 Unrealized +8.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $227 Shares 7,223 Est. Cost $33.16 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value ($000) $225 Shares 2,707 Est. Cost $81.35 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $223 Shares 3,265 Est. Cost $63.44 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $220 Shares 2,463 Est. Cost $74.19 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $219 Shares 1,563 Est. Cost $131.03 Unrealized +7.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $211 Shares 718 Est. Cost $254.41 Unrealized +17.1%
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $210 Shares 3,756 Est. Cost $55.83 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $208 Shares 2,332 Est. Cost $87.67 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 1,116 Est. Cost $186.49 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $206 Shares 2,179 Est. Cost $66.29 Unrealized +40.7%
F FORD MTR CO 0.0%
Value ($000) $122 Shares 10,167 Est. Cost $6.79 Unrealized +66.8%