Sequent Planning LLC Diversified Active

CIK: 0002009724 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $352,376 (100.0% shares, 0.0% debt)

Holdings (201)

AGG ISHARES TR 6.5%
Value ($000) $22,815 Shares 227,579 Est. Cost $100.25 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 5.3%
Value ($000) $18,546 Shares 503,159 Est. Cost $34.22 Unrealized
FLCB FRANKLIN TEMPLETON ETF TR 4.8%
Value ($000) $16,774 Shares 772,294 Est. Cost $21.72 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 4.7%
Value ($000) $16,687 Shares 536,296 Est. Cost $27.46 Unrealized
USPX FRANKLIN TEMPLETON ETF TR 4.7%
Value ($000) $16,390 Shares 279,789 Est. Cost $58.58 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 3.2%
Value ($000) $11,183 Shares 163,426 Est. Cost $68.43 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 3.0%
Value ($000) $10,427 Shares 272,143 Est. Cost $35.00 Unrealized
XLK SELECT SECTOR SPDR TR 2.3%
Value ($000) $8,180 Shares 29,022 Est. Cost $223.28 Unrealized
GLD SPDR GOLD TR 2.0%
Value ($000) $7,147 Shares 20,107 Est. Cost $225.80 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $6,868 Shares 36,808 Est. Cost $101.32 Unrealized +72.0%
LVHD LEGG MASON ETF INVT 1.8%
Value ($000) $6,371 Shares 154,123 Est. Cost $41.34 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $6,002 Shares 27,335 Est. Cost $167.23 Unrealized +35.4%
QCOC FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $5,776 Shares 262,320 Est. Cost $20.18 Unrealized
FLGV FRANKLIN TEMPLETON ETF TR 1.5%
Value ($000) $5,432 Shares 263,194 Est. Cost $20.64 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $5,269 Shares 121,949 Est. Cost $39.34 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 1.4%
Value ($000) $4,965 Shares 123,812 Est. Cost $35.26 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 1.4%
Value ($000) $4,818 Shares 108,471 Est. Cost $43.54 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 1.4%
Value ($000) $4,815 Shares 149,611 Est. Cost $26.50 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $4,187 Shares 134,599 Est. Cost $25.73 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 1.2%
Value ($000) $4,150 Shares 111,234 Est. Cost $37.31 Unrealized
IEMG ISHARES INC 1.2%
Value ($000) $4,069 Shares 61,731 Est. Cost $65.92 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $4,057 Shares 12,363 Est. Cost $263.34 Unrealized
BGLD FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,767 Shares 158,116 Est. Cost $18.46 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,750 Shares 176,652 Est. Cost $20.56 Unrealized
TIP ISHARES TR 1.1%
Value ($000) $3,746 Shares 33,678 Est. Cost $107.80 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $3,467 Shares 39,708 Est. Cost $87.31 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,063 Shares 5,914 Est. Cost $403.17 Unrealized +26.2%
PEP PEPSICO INC 0.9%
Value ($000) $3,055 Shares 21,750 Est. Cost $157.27 Unrealized -10.7%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,974 Shares 12,233 Est. Cost $146.80 Unrealized +42.5%
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,969 Shares 12,389 Est. Cost $207.86 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $2,821 Shares 115,203 Est. Cost $21.66 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,779 Shares 127,764 Est. Cost $21.30 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,777 Shares 4,625 Est. Cost $446.21 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $2,763 Shares 10,851 Est. Cost $192.94 Unrealized +16.9%
UCON FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $2,751 Shares 109,224 Est. Cost $24.59 Unrealized
PGRO PUTNAM ETF TRUST 0.7%
Value ($000) $2,586 Shares 58,176 Est. Cost $44.45 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2,514 Shares 82,753 Est. Cost $30.46 Unrealized
IEI ISHARES TR 0.7%
Value ($000) $2,348 Shares 19,647 Est. Cost $116.27 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $2,331 Shares 28,095 Est. Cost $81.92 Unrealized
FLCO FRANKLIN TEMPLETON ETF TR 0.7%
Value ($000) $2,301 Shares 105,152 Est. Cost $21.88 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,086 Shares 8,441 Est. Cost $208.08 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,830 Shares 78,804 Est. Cost $20.29 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $1,752 Shares 29,079 Est. Cost $55.67 Unrealized
XIJN FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,686 Shares 54,218 Est. Cost $30.95 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $1,660 Shares 15,014 Est. Cost $101.74 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,611 Shares 17,203 Est. Cost $85.94 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,582 Shares 27,502 Est. Cost $57.52 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,567 Shares 13,234 Est. Cost $107.54 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,558 Shares 60,268 Est. Cost $24.58 Unrealized
MLI MUELLER INDS INC 0.4%
Value ($000) $1,557 Shares 15,396 Est. Cost $49.89 Unrealized +83.2%
TDIV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,514 Shares 15,359 Est. Cost $69.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,497 Shares 10,759 Est. Cost $141.21 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,442 Shares 60,823 Est. Cost $22.55 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,417 Shares 30,648 Est. Cost $42.35 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $1,395 Shares 13,098 Est. Cost $106.36 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,378 Shares 27,954 Est. Cost $53.48 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1,317 Shares 53,155 Est. Cost $24.77 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,292 Shares 8,378 Est. Cost $142.97 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,281 Shares 2,093 Est. Cost $515.31 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,280 Shares 45,878 Est. Cost $27.90 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,273 Shares 18,931 Est. Cost $56.89 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.4%
Value ($000) $1,252 Shares 26,346 Est. Cost $47.13 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $1,246 Shares 18,303 Est. Cost $59.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,192 Shares 20,731 Est. Cost $48.78 Unrealized
BIL SPDR SERIES TRUST 0.3%
Value ($000) $1,191 Shares 12,978 Est. Cost $91.75 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,144 Shares 41,198 Est. Cost $27.97 Unrealized
SPYV SPDR SERIES TRUST 0.3%
Value ($000) $1,121 Shares 20,268 Est. Cost $53.00 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $1,108 Shares 1,484 Est. Cost $528.95 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,105 Shares 18,437 Est. Cost $53.28 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value ($000) $1,104 Shares 13,684 Est. Cost $66.32 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,102 Shares 1,426 Est. Cost $507.70 Unrealized +38.5%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,076 Shares 13,728 Est. Cost $78.63 Unrealized
V VISA INC 0.3%
Value ($000) $1,053 Shares 3,086 Est. Cost $272.08 Unrealized +26.9%
LOW LOWES COS INC 0.3%
Value ($000) $1,047 Shares 4,165 Est. Cost $224.14 Unrealized +9.0%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $1,044 Shares 24,971 Est. Cost $32.07 Unrealized +25.1%
FSIG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $962 Shares 50,081 Est. Cost $18.79 Unrealized
QMNV FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $931 Shares 41,761 Est. Cost $20.64 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $931 Shares 2,093 Est. Cost $207.50 Unrealized +67.2%
XJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $930 Shares 22,030 Est. Cost $37.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $923 Shares 1,835 Est. Cost $413.38 Unrealized +17.2%
GJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $908 Shares 23,358 Est. Cost $34.32 Unrealized
SMA SMARTSTOP SELF STORAG REIT I 0.3%
Value ($000) $889 Shares 24,741 Est. Cost $35.94 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $869 Shares 1,304 Est. Cost $532.31 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value ($000) $865 Shares 3,312 Est. Cost $182.27 Unrealized +43.3%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $858 Shares 3,974 Est. Cost $183.73 Unrealized
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $853 Shares 26,675 Est. Cost $33.11 Unrealized -5.4%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $849 Shares 1,769 Est. Cost $393.82 Unrealized
BALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $847 Shares 25,793 Est. Cost $32.82 Unrealized
TECK TECK RESOURCES LTD 0.2%
Value ($000) $843 Shares 19,206 Est. Cost $40.63 Unrealized -10.6%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $829 Shares 11,145 Est. Cost $72.59 Unrealized
QCJA FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $824 Shares 38,442 Est. Cost $20.50 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $809 Shares 1,208 Est. Cost $531.27 Unrealized
IMFL INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $804 Shares 29,034 Est. Cost $25.66 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $785 Shares 3,023 Est. Cost $268.34 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $753 Shares 2,690 Est. Cost $213.58 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $713 Shares 13,160 Est. Cost $47.31 Unrealized
FLHY FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $710 Shares 28,958 Est. Cost $24.53 Unrealized
IYG ISHARES TR 0.2%
Value ($000) $683 Shares 7,620 Est. Cost $89.64 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $683 Shares 7,644 Est. Cost $89.34 Unrealized
EALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $653 Shares 18,908 Est. Cost $34.55 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $642 Shares 14,755 Est. Cost $36.78 Unrealized
XMAY FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $638 Shares 18,639 Est. Cost $33.84 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $626 Shares 146 Est. Cost $2915.11 Unrealized +37.6%
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $619 Shares 12,556 Est. Cost $76.26 Unrealized -31.0%
GDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $607 Shares 16,553 Est. Cost $34.13 Unrealized
WTMF WISDOMTREE TR 0.2%
Value ($000) $603 Shares 15,928 Est. Cost $35.68 Unrealized
XJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $582 Shares 15,166 Est. Cost $37.07 Unrealized
QCAP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $578 Shares 24,779 Est. Cost $22.77 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.2%
Value ($000) $569 Shares 12,342 Est. Cost $43.41 Unrealized -3.3%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $558 Shares 7,595 Est. Cost $66.91 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $557 Shares 7,595 Est. Cost $61.75 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $557 Shares 10,959 Est. Cost $50.86 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $554 Shares 3,310 Est. Cost $89.63 Unrealized +72.1%
VRIG INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $543 Shares 21,640 Est. Cost $25.09 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $516 Shares 12,753 Est. Cost $36.27 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $516 Shares 34,561 Est. Cost $15.17 Unrealized +14.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $501 Shares 3,260 Est. Cost $152.67 Unrealized +1.5%
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $500 Shares 11,993 Est. Cost $37.67 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $489 Shares 39,811 Est. Cost $12.59 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $483 Shares 658 Est. Cost $522.20 Unrealized +42.3%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $482 Shares 3,984 Est. Cost $83.59 Unrealized
QCJL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $473 Shares 20,305 Est. Cost $23.28 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $469 Shares 11,285 Est. Cost $37.35 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $466 Shares 11,871 Est. Cost $34.17 Unrealized
PSK SPDR SERIES TRUST 0.1%
Value ($000) $461 Shares 13,953 Est. Cost $33.93 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $449 Shares 1,767 Est. Cost $231.19 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $439 Shares 9,229 Est. Cost $47.55 Unrealized
DIEM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $435 Shares 13,530 Est. Cost $32.13 Unrealized
CIVI CIVITAS RESOURCES INC 0.1%
Value ($000) $435 Shares 13,375 Est. Cost $56.91 Unrealized -45.4%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $425 Shares 9,600 Est. Cost $43.29 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $425 Shares 8,240 Est. Cost $32.93 Unrealized +46.8%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $407 Shares 4,538 Est. Cost $86.81 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $404 Shares 10,312 Est. Cost $35.01 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $392 Shares 2,781 Est. Cost $125.45 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $392 Shares 8,423 Est. Cost $41.30 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $383 Shares 952 Est. Cost $348.97 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $377 Shares 11,311 Est. Cost $29.60 Unrealized
WLK WESTLAKE CORPORATION 0.1%
Value ($000) $373 Shares 4,845 Est. Cost $135.72 Unrealized -39.3%
XJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $371 Shares 10,289 Est. Cost $31.85 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $364 Shares 2,345 Est. Cost $138.86 Unrealized +9.7%
FLRT PACER FDS TR 0.1%
Value ($000) $363 Shares 7,654 Est. Cost $47.56 Unrealized
XFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $352 Shares 10,085 Est. Cost $32.20 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $350 Shares 16,736 Est. Cost $21.11 Unrealized
WMT WALMART INC 0.1%
Value ($000) $347 Shares 3,366 Est. Cost $57.83 Unrealized +71.6%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $346 Shares 8,536 Est. Cost $40.56 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $342 Shares 5,597 Est. Cost $53.16 Unrealized +9.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $340 Shares 1,120 Est. Cost $301.40 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $340 Shares 3,018 Est. Cost $103.88 Unrealized +5.6%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $340 Shares 8,564 Est. Cost $36.20 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $338 Shares 3,064 Est. Cost $109.74 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $337 Shares 3,862 Est. Cost $87.21 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $329 Shares 3,481 Est. Cost $96.79 Unrealized -3.6%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $324 Shares 7,691 Est. Cost $42.13 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $323 Shares 2,268 Est. Cost $119.31 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $319 Shares 4,893 Est. Cost $62.51 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $318 Shares 1,293 Est. Cost $129.58 Unrealized +76.8%
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $315 Shares 4,971 Est. Cost $60.80 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $312 Shares 2,712 Est. Cost $85.44 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $311 Shares 6,812 Est. Cost $45.60 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $310 Shares 6,774 Est. Cost $45.79 Unrealized
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $310 Shares 7,187 Est. Cost $43.10 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $309 Shares 8,052 Est. Cost $38.36 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $306 Shares 2,435 Est. Cost $129.53 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $303 Shares 1,311 Est. Cost $188.21 Unrealized +7.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $300 Shares 1,616 Est. Cost $152.74 Unrealized +11.0%
FALN ISHARES TR 0.1%
Value ($000) $295 Shares 10,614 Est. Cost $27.35 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $294 Shares 8,796 Est. Cost $31.86 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $294 Shares 1,052 Est. Cost $228.30 Unrealized
XAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $285 Shares 7,961 Est. Cost $35.09 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $277 Shares 3,101 Est. Cost $91.03 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $274 Shares 2,271 Est. Cost $120.66 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $271 Shares 12,155 Est. Cost $21.66 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $256 Shares 5,486 Est. Cost $46.70 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $253 Shares 6,235 Est. Cost $34.97 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $251 Shares 6,257 Est. Cost $39.08 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $246 Shares 13,908 Est. Cost $17.59 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $245 Shares 5,730 Est. Cost $42.16 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $240 Shares 1,905 Est. Cost $116.16 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $240 Shares 4,749 Est. Cost $50.47 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $237 Shares 2,847 Est. Cost $76.38 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $236 Shares 1,756 Est. Cost $134.42 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $236 Shares 4,656 Est. Cost $50.28 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $235 Shares 2,999 Est. Cost $61.82 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $234 Shares 708 Est. Cost $305.74 Unrealized 0.0%
VIRC VIRCO MFG CO 0.1%
Value ($000) $230 Shares 29,632 Est. Cost $11.23 Unrealized -27.5%
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $227 Shares 4,493 Est. Cost $44.94 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $226 Shares 604 Est. Cost $306.71 Unrealized +18.4%
XAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $222 Shares 6,029 Est. Cost $36.75 Unrealized
GYLD ARROW ETF TR 0.1%
Value ($000) $221 Shares 16,589 Est. Cost $13.15 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $221 Shares 6,046 Est. Cost $34.02 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $220 Shares 5,770 Est. Cost $34.98 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $219 Shares 2,900 Est. Cost $75.37 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $217 Shares 10,046 Est. Cost $21.56 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $214 Shares 1,872 Est. Cost $113.11 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $213 Shares 676 Est. Cost $252.67 Unrealized +17.1%
QVMT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $209 Shares 3,806 Est. Cost $54.86 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $207 Shares 877 Est. Cost $235.37 Unrealized -5.2%
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $202 Shares 1,335 Est. Cost $151.08 Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $201 Shares 6,966 Est. Cost $28.90 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $200 Shares 1,055 Est. Cost $189.72 Unrealized
JSPR JASPER THERAPEUTICS INC 0.0%
Value ($000) $30 Shares 12,500 Est. Cost $4.62 Unrealized -34.4%