Patriot Financial Group Insurance Agency, LLC Diversified Active

Location: Westborough, MA

CIK: 0001694883 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 26, 2026

Total Value: $841M (100.0% shares, 0.0% debt)

Holdings (508)

MSFT MICROSOFT CORP 2.6%
Value $21.65M Shares 44,760 Est. Cost $267.22 Unrealized +87.3%
AAPL APPLE INC 2.5%
Value $21.05M Shares 77,437 Est. Cost $109.26 Unrealized +145.6%
IVV ISHARES TR 2.5%
Value $20.96M Shares 30,606 Est. Cost $490.37 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value $18.05M Shares 96,758 Est. Cost $98.29 Unrealized +89.4%
GOOG ALPHABET INC 1.7%
Value $14.54M Shares 46,323 Est. Cost $162.71 Unrealized +76.0%
VOO VANGUARD INDEX FDS 1.7%
Value $14.04M Shares 22,390 Est. Cost $442.41 Unrealized
AMZN AMAZON COM INC 1.5%
Value $12.34M Shares 53,454 Est. Cost $153.25 Unrealized +49.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value $12.24M Shares 24,343 Est. Cost $363.45 Unrealized +36.9%
DYNF BLACKROCK ETF TRUST 1.4%
Value $12.11M Shares 199,131 Est. Cost $50.92 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value $9.227M Shares 28,636 Est. Cost $147.25 Unrealized +110.2%
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value $9.024M Shares 157,644 Est. Cost $52.30 Unrealized
META META PLATFORMS INC 1.1%
Value $8.96M Shares 13,574 Est. Cost $383.66 Unrealized +73.9%
BALI BLACKROCK ETF TRUST 1.0%
Value $8.156M Shares 257,451 Est. Cost $30.57 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value $7.976M Shares 244,527 Est. Cost $47.37 Unrealized
SPYM SPDR SERIES TRUST 0.9%
Value $7.922M Shares 98,759 Est. Cost $46.16 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $7.71M Shares 22,997 Est. Cost $187.73 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value $7.481M Shares 34,036 Est. Cost $162.10 Unrealized
SPYG SPDR SERIES TRUST 0.8%
Value $7.112M Shares 66,653 Est. Cost $77.46 Unrealized
IVW ISHARES TR 0.8%
Value $7.062M Shares 57,292 Est. Cost $91.98 Unrealized
ACWV ISHARES INC 0.8%
Value $6.973M Shares 58,716 Est. Cost $111.35 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value $6.891M Shares 14,124 Est. Cost $343.76 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value $6.864M Shares 23,649 Est. Cost $235.00 Unrealized
WFC WELLS FARGO CO NEW 0.8%
Value $6.818M Shares 73,152 Est. Cost $51.31 Unrealized +68.8%
AVGO BROADCOM INC 0.8%
Value $6.744M Shares 19,486 Est. Cost $181.37 Unrealized +96.8%
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value $6.688M Shares 37,626 Est. Cost $121.52 Unrealized +49.0%
IAU ISHARES GOLD TR 0.8%
Value $6.529M Shares 80,433 Est. Cost $44.18 Unrealized
PM PHILIP MORRIS INTL INC 0.8%
Value $6.45M Shares 40,211 Est. Cost $106.10 Unrealized +44.7%
IGOV ISHARES TR 0.8%
Value $6.387M Shares 153,303 Est. Cost $42.91 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.7%
Value $6.058M Shares 104,233 Est. Cost $52.86 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.7%
Value $5.978M Shares 156,873 Est. Cost $27.64 Unrealized
PVAL PUTNAM ETF TRUST 0.7%
Value $5.937M Shares 130,288 Est. Cost $40.46 Unrealized
TSLA TESLA INC 0.7%
Value $5.704M Shares 12,683 Est. Cost $262.76 Unrealized +68.7%
WMT WALMART INC 0.7%
Value $5.548M Shares 49,800 Est. Cost $67.50 Unrealized +58.8%
NFLX NETFLIX INC 0.7%
Value $5.548M Shares 59,169 Est. Cost $107.00 Unrealized +0.8%
IVE ISHARES TR 0.7%
Value $5.514M Shares 26,002 Est. Cost $190.14 Unrealized
QUAL ISHARES TR 0.6%
Value $5.443M Shares 27,404 Est. Cost $147.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value $5.436M Shares 7,972 Est. Cost $499.56 Unrealized
IEMG ISHARES INC 0.6%
Value $5.256M Shares 78,187 Est. Cost $62.01 Unrealized
ORCL ORACLE CORP 0.6%
Value $5.109M Shares 26,213 Est. Cost $134.63 Unrealized +76.8%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.6%
Value $5.084M Shares 77,648 Est. Cost $49.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.6%
Value $5.031M Shares 939 Est. Cost $3220.01 Unrealized +59.6%
COST COSTCO WHSL CORP NEW 0.6%
Value $5.024M Shares 5,826 Est. Cost $644.56 Unrealized +40.5%
FDVV FIDELITY COVINGTON TRUST 0.6%
Value $4.943M Shares 87,195 Est. Cost $49.89 Unrealized
IXUS ISHARES TR 0.6%
Value $4.818M Shares 56,928 Est. Cost $74.57 Unrealized
AGG ISHARES TR 0.6%
Value $4.804M Shares 48,099 Est. Cost $102.53 Unrealized
GVI ISHARES TR 0.6%
Value $4.637M Shares 43,196 Est. Cost $105.34 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.5%
Value $4.564M Shares 49,178 Est. Cost $78.68 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $4.548M Shares 37,789 Est. Cost $77.57 Unrealized +48.9%
LRCX LAM RESEARCH CORP 0.5%
Value $4.385M Shares 25,617 Est. Cost $83.34 Unrealized +86.4%
SPDW SPDR INDEX SHS FDS 0.5%
Value $4.36M Shares 98,175 Est. Cost $35.54 Unrealized
GE GE AEROSPACE 0.5%
Value $4.326M Shares 14,043 Est. Cost $175.45 Unrealized +71.4%
RTX RTX CORPORATION 0.5%
Value $4.296M Shares 23,426 Est. Cost $82.66 Unrealized +109.7%
SCHW SCHWAB CHARLES CORP 0.5%
Value $4.218M Shares 42,217 Est. Cost $69.59 Unrealized +36.1%
IUSB ISHARES TR 0.5%
Value $4.14M Shares 88,961 Est. Cost $46.90 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.5%
Value $4.086M Shares 155,718 Est. Cost $24.16 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $3.968M Shares 19,173 Est. Cost $163.50 Unrealized +20.5%
CMCSA COMCAST CORP NEW 0.5%
Value $3.847M Shares 128,717 Est. Cost $35.64 Unrealized -19.9%
BAI BLACKROCK ETF TRUST 0.4%
Value $3.729M Shares 111,980 Est. Cost $27.94 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $3.63M Shares 16,950 Est. Cost $135.10 Unrealized +66.2%
MA MASTERCARD INCORPORATED 0.4%
Value $3.572M Shares 6,258 Est. Cost $460.40 Unrealized +21.4%
IJR ISHARES TR 0.4%
Value $3.566M Shares 29,669 Est. Cost $97.51 Unrealized
SIXO AIM ETF PRODUCTS TRUST 0.4%
Value $3.481M Shares 100,216 Est. Cost $33.15 Unrealized
THRO BLACKROCK ETF TRUST 0.4%
Value $3.416M Shares 88,593 Est. Cost $34.03 Unrealized
ABBV ABBVIE INC 0.4%
Value $3.407M Shares 14,911 Est. Cost $169.80 Unrealized +34.0%
BDX BECTON DICKINSON & CO 0.4%
Value $3.377M Shares 17,399 Est. Cost $214.52 Unrealized -11.6%
COWG PACER FDS TR 0.4%
Value $3.373M Shares 95,793 Est. Cost $35.30 Unrealized
NEM NEWMONT CORP 0.4%
Value $3.328M Shares 33,331 Est. Cost $43.05 Unrealized +109.5%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value $3.315M Shares 13,105 Est. Cost $194.85 Unrealized
BIV VANGUARD BD INDEX FDS 0.4%
Value $3.291M Shares 42,251 Est. Cost $77.24 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value $3.261M Shares 139,556 Est. Cost $32.64 Unrealized
EFV ISHARES TR 0.4%
Value $3.237M Shares 45,326 Est. Cost $56.54 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.4%
Value $3.213M Shares 69,404 Est. Cost $46.06 Unrealized
HD HOME DEPOT INC 0.4%
Value $3.155M Shares 9,169 Est. Cost $333.48 Unrealized +9.3%
GOOGL ALPHABET INC 0.4%
Value $3.139M Shares 10,029 Est. Cost $137.74 Unrealized +107.3%
MDT MEDTRONIC PLC 0.4%
Value $3.079M Shares 32,050 Est. Cost $84.34 Unrealized +15.2%
V VISA INC 0.4%
Value $3.054M Shares 8,709 Est. Cost $234.74 Unrealized +45.0%
VYM VANGUARD WHITEHALL FDS 0.3%
Value $2.864M Shares 19,954 Est. Cost $132.97 Unrealized
COP CONOCOPHILLIPS 0.3%
Value $2.823M Shares 30,153 Est. Cost $88.50 Unrealized +1.7%
OMC OMNICOM GROUP INC 0.3%
Value $2.815M Shares 34,860 Est. Cost $75.07 Unrealized +0.9%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value $2.815M Shares 64,495 Est. Cost $35.52 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value $2.754M Shares 46,458 Est. Cost $54.60 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value $2.662M Shares 9,816 Est. Cost $203.56 Unrealized +23.1%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value $2.65M Shares 42,413 Est. Cost $46.10 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $2.594M Shares 4,223 Est. Cost $411.26 Unrealized
NVS NOVARTIS AG 0.3%
Value $2.575M Shares 18,678 Est. Cost $109.15 Unrealized
HWM HOWMET AEROSPACE INC 0.3%
Value $2.554M Shares 12,460 Est. Cost $89.95 Unrealized +121.2%
BWZ SPDR SERIES TRUST 0.3%
Value $2.549M Shares 92,991 Est. Cost $27.95 Unrealized
SPBU AIM ETF PRODUCTS TRUST 0.3%
Value $2.513M Shares 89,277 Est. Cost $26.01 Unrealized
ENB ENBRIDGE INC 0.3%
Value $2.506M Shares 52,403 Est. Cost $33.15 Unrealized +42.1%
CVX CHEVRON CORP NEW 0.3%
Value $2.503M Shares 16,425 Est. Cost $136.86 Unrealized +10.6%
USTB VICTORY PORTFOLIOS II 0.3%
Value $2.476M Shares 48,700 Est. Cost $50.84 Unrealized
QCOM QUALCOMM INC 0.3%
Value $2.463M Shares 14,397 Est. Cost $114.81 Unrealized +48.8%
FLMI FRANKLIN TEMPLETON ETF TR 0.3%
Value $2.451M Shares 98,541 Est. Cost $24.50 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $2.429M Shares 9,451 Est. Cost $143.29 Unrealized +67.1%
BK BANK NEW YORK MELLON CORP 0.3%
Value $2.422M Shares 20,864 Est. Cost $55.60 Unrealized +98.7%
GD GENERAL DYNAMICS CORP 0.3%
Value $2.417M Shares 7,180 Est. Cost $269.66 Unrealized +26.4%
GEV GE VERNOVA INC 0.3%
Value $2.4M Shares 3,672 Est. Cost $381.26 Unrealized +59.7%
B BARRICK MNG CORP 0.3%
Value $2.37M Shares 54,409 Est. Cost $25.15 Unrealized +48.8%
VB VANGUARD INDEX FDS 0.3%
Value $2.359M Shares 9,146 Est. Cost $216.10 Unrealized
EUHY ISHARES INC 0.3%
Value $2.355M Shares 44,198 Est. Cost $54.99 Unrealized
TCAF T ROWE PRICE ETF INC 0.3%
Value $2.331M Shares 60,984 Est. Cost $32.16 Unrealized
MBB ISHARES TR 0.3%
Value $2.314M Shares 24,297 Est. Cost $99.02 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $2.285M Shares 83,289 Est. Cost $34.24 Unrealized
UL UNILEVER PLC 0.3%
Value $2.281M Shares 34,873 Est. Cost $65.40 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.3%
Value $2.261M Shares 358,852 Est. Cost $5.96 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value $2.191M Shares 26,552 Est. Cost $31.48 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $2.186M Shares 29,509 Est. Cost $75.60 Unrealized
IJH ISHARES TR 0.3%
Value $2.177M Shares 32,979 Est. Cost $65.32 Unrealized
DGRO ISHARES TR 0.3%
Value $2.144M Shares 30,890 Est. Cost $53.29 Unrealized
SFLO VICTORY PORTFOLIOS II 0.3%
Value $2.143M Shares 72,667 Est. Cost $24.53 Unrealized
ONEQ FIDELITY COMWLTH TR 0.3%
Value $2.116M Shares 23,149 Est. Cost $89.39 Unrealized
IYW ISHARES TR 0.3%
Value $2.111M Shares 10,571 Est. Cost $105.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $2.108M Shares 51,747 Est. Cost $36.91 Unrealized +9.7%
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value $2.092M Shares 31,490 Est. Cost $61.33 Unrealized
XTEN BONDBLOXX ETF TRUST 0.2%
Value $2.084M Shares 45,092 Est. Cost $46.39 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value $2.067M Shares 17,325 Est. Cost $102.95 Unrealized
MCK MCKESSON CORP 0.2%
Value $2.052M Shares 2,501 Est. Cost $541.21 Unrealized +50.7%
KGC KINROSS GOLD CORP 0.2%
Value $1.916M Shares 68,055 Est. Cost $9.86 Unrealized +163.6%
ITA ISHARES TR 0.2%
Value $1.903M Shares 8,866 Est. Cost $191.19 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $1.897M Shares 34,493 Est. Cost $30.39 Unrealized +73.3%
CSCO CISCO SYS INC 0.2%
Value $1.889M Shares 24,516 Est. Cost $64.09 Unrealized +15.1%
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value $1.852M Shares 52,426 Est. Cost $32.06 Unrealized
GDX VANECK ETF TRUST 0.2%
Value $1.827M Shares 21,300 Est. Cost $68.82 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value $1.814M Shares 24,657 Est. Cost $59.95 Unrealized
DIS DISNEY WALT CO 0.2%
Value $1.812M Shares 15,923 Est. Cost $108.84 Unrealized +0.6%
LLY ELI LILLY & CO 0.2%
Value $1.8M Shares 1,675 Est. Cost $573.91 Unrealized +66.5%
RWJ INVESCO EXCH TRADED FD TR II 0.2%
Value $1.777M Shares 36,474 Est. Cost $44.23 Unrealized
MCD MCDONALDS CORP 0.2%
Value $1.753M Shares 5,737 Est. Cost $216.66 Unrealized +40.8%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value $1.747M Shares 23,275 Est. Cost $59.80 Unrealized
CFO VICTORY PORTFOLIOS II 0.2%
Value $1.731M Shares 23,437 Est. Cost $51.82 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value $1.73M Shares 39,996 Est. Cost $31.04 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value $1.714M Shares 32,479 Est. Cost $52.74 Unrealized
ARKK ARK ETF TR 0.2%
Value $1.7M Shares 22,101 Est. Cost $70.56 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.2%
Value $1.7M Shares 90,648 Est. Cost $8.65 Unrealized +135.7%
PJUL INNOVATOR ETFS TRUST 0.2%
Value $1.698M Shares 36,572 Est. Cost $35.83 Unrealized
CI THE CIGNA GROUP 0.2%
Value $1.686M Shares 6,126 Est. Cost $247.18 Unrealized +13.0%
RPM RPM INTL INC 0.2%
Value $1.66M Shares 15,966 Est. Cost $89.96 Unrealized +20.3%
PJAN INNOVATOR ETFS TRUST 0.2%
Value $1.653M Shares 35,163 Est. Cost $33.85 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $1.651M Shares 28,631 Est. Cost $44.02 Unrealized +34.9%
RWK INVESCO EXCH TRADED FD TR II 0.2%
Value $1.637M Shares 12,948 Est. Cost $102.32 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $1.61M Shares 2,843 Est. Cost $486.00 Unrealized +9.5%
FTNT FORTINET INC 0.2%
Value $1.606M Shares 20,224 Est. Cost $60.42 Unrealized +37.3%
MTUM ISHARES TR 0.2%
Value $1.597M Shares 6,380 Est. Cost $249.02 Unrealized
BUFF INNOVATOR ETFS TRUST 0.2%
Value $1.596M Shares 32,006 Est. Cost $40.36 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value $1.584M Shares 33,838 Est. Cost $37.37 Unrealized
POCT INNOVATOR ETFS TRUST 0.2%
Value $1.516M Shares 34,522 Est. Cost $33.04 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value $1.51M Shares 16,338 Est. Cost $69.22 Unrealized +36.6%
PNOV INNOVATOR ETFS TRUST 0.2%
Value $1.493M Shares 35,738 Est. Cost $34.10 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $1.454M Shares 15,252 Est. Cost $50.78 Unrealized +93.1%
NYF ISHARES TR 0.2%
Value $1.453M Shares 27,152 Est. Cost $52.91 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value $1.448M Shares 28,332 Est. Cost $51.16 Unrealized
T AT&T INC 0.2%
Value $1.433M Shares 57,680 Est. Cost $21.86 Unrealized +15.7%
PFEB INNOVATOR ETFS TRUST 0.2%
Value $1.425M Shares 34,987 Est. Cost $29.93 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value $1.418M Shares 36,243 Est. Cost $29.55 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $1.375M Shares 3,034 Est. Cost $253.85 Unrealized +69.8%
KO COCA COLA CO 0.2%
Value $1.373M Shares 19,643 Est. Cost $54.52 Unrealized +27.3%
FFLC FIDELITY COVINGTON TRUST 0.2%
Value $1.369M Shares 25,659 Est. Cost $46.58 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.2%
Value $1.365M Shares 90,982 Est. Cost $15.00 Unrealized
PMAR INNOVATOR ETFS TRUST 0.2%
Value $1.344M Shares 29,908 Est. Cost $32.97 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value $1.344M Shares 8,253 Est. Cost $168.83 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.2%
Value $1.341M Shares 30,907 Est. Cost $34.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.338M Shares 4,516 Est. Cost $137.32 Unrealized +117.6%
ISPY PROSHARES TR 0.2%
Value $1.336M Shares 29,277 Est. Cost $44.86 Unrealized
RGTI RIGETTI COMPUTING INC 0.2%
Value $1.332M Shares 60,129 Est. Cost $7.78 Unrealized +319.3%
PMAY INNOVATOR ETFS TRUST 0.2%
Value $1.316M Shares 33,231 Est. Cost $30.69 Unrealized
INTU INTUIT 0.2%
Value $1.289M Shares 1,946 Est. Cost $716.66 Unrealized -7.8%
F FORD MTR CO 0.2%
Value $1.275M Shares 97,146 Est. Cost $11.65 Unrealized +10.1%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value $1.269M Shares 8,816 Est. Cost $97.46 Unrealized +57.8%
ANET ARISTA NETWORKS INC 0.1%
Value $1.257M Shares 9,596 Est. Cost $128.77 Unrealized +6.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value $1.252M Shares 8,696 Est. Cost $160.78 Unrealized
BLK BLACKROCK INC 0.1%
Value $1.25M Shares 1,168 Est. Cost $996.14 Unrealized +9.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value $1.248M Shares 15,279 Est. Cost $93.01 Unrealized -3.2%
SIXP AIM ETF PRODUCTS TRUST 0.1%
Value $1.248M Shares 39,547 Est. Cost $29.66 Unrealized
OEF ISHARES TR 0.1%
Value $1.238M Shares 3,610 Est. Cost $261.14 Unrealized
GLD SPDR GOLD TR 0.1%
Value $1.232M Shares 3,108 Est. Cost $222.70 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $1.229M Shares 24,984 Est. Cost $38.48 Unrealized +19.0%
CVS CVS HEALTH CORP 0.1%
Value $1.227M Shares 15,462 Est. Cost $64.48 Unrealized +22.0%
NOW SERVICENOW INC 0.1%
Value $1.227M Shares 8,007 Est. Cost $174.24 Unrealized -1.5%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value $1.218M Shares 23,234 Est. Cost $57.30 Unrealized +4.5%
PATH UIPATH INC 0.1%
Value $1.202M Shares 73,361 Est. Cost $11.87 Unrealized +31.1%
BA BOEING CO 0.1%
Value $1.197M Shares 5,514 Est. Cost $195.09 Unrealized +5.4%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value $1.191M Shares 9,408 Est. Cost $104.47 Unrealized
PEP PEPSICO INC 0.1%
Value $1.184M Shares 8,250 Est. Cost $145.06 Unrealized +0.6%
GSK GSK PLC 0.1%
Value $1.179M Shares 24,041 Est. Cost $37.66 Unrealized
GLDM WORLD GOLD TR 0.1%
Value $1.176M Shares 13,779 Est. Cost $65.03 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $1.162M Shares 1,541 Est. Cost $496.46 Unrealized
UITB VICTORY PORTFOLIOS II 0.1%
Value $1.16M Shares 24,496 Est. Cost $46.46 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $1.147M Shares 26,227 Est. Cost $31.87 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value $1.145M Shares 27,345 Est. Cost $32.86 Unrealized
IAGG ISHARES TR 0.1%
Value $1.136M Shares 22,711 Est. Cost $51.11 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $1.132M Shares 9,820 Est. Cost $106.29 Unrealized +10.7%
CAT CATERPILLAR INC 0.1%
Value $1.131M Shares 1,974 Est. Cost $240.85 Unrealized +130.6%
D DOMINION ENERGY INC 0.1%
Value $1.107M Shares 18,900 Est. Cost $59.76 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.103M Shares 3,343 Est. Cost $388.85 Unrealized -13.3%
APH AMPHENOL CORP NEW 0.1%
Value $1.099M Shares 8,129 Est. Cost $111.46 Unrealized +19.8%
PG PROCTER AND GAMBLE CO 0.1%
Value $1.097M Shares 7,655 Est. Cost $110.80 Unrealized +32.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.078M Shares 9,196 Est. Cost $85.26 Unrealized +42.6%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value $1.074M Shares 30,121 Est. Cost $33.57 Unrealized
COWZ PACER FDS TR 0.1%
Value $1.071M Shares 17,799 Est. Cost $52.07 Unrealized
AIQ GLOBAL X FDS 0.1%
Value $1.07M Shares 21,031 Est. Cost $44.57 Unrealized
WBS WEBSTER FINL CORP 0.1%
Value $1.064M Shares 16,906 Est. Cost $35.93 Unrealized +65.2%
MRK MERCK & CO INC 0.1%
Value $1.046M Shares 9,933 Est. Cost $75.60 Unrealized +23.3%
AVEM AMERICAN CENTY ETF TR 0.1%
Value $1.028M Shares 13,353 Est. Cost $76.14 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value $1.024M Shares 21,846 Est. Cost $40.79 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value $1.012M Shares 2,975 Est. Cost $255.62 Unrealized +21.1%
VEEV VEEVA SYS INC 0.1%
Value $1.011M Shares 4,529 Est. Cost $187.58 Unrealized +41.5%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value $1.008M Shares 21,531 Est. Cost $37.84 Unrealized
VMI VALMONT INDS INC 0.1%
Value $997K Shares 2,479 Est. Cost $327.81 Unrealized +24.1%
ETN EATON CORP PLC 0.1%
Value $996K Shares 3,126 Est. Cost $287.44 Unrealized +23.3%
NEE NEXTERA ENERGY INC 0.1%
Value $986K Shares 12,280 Est. Cost $76.71 Unrealized +7.6%
APP APPLOVIN CORP 0.1%
Value $984K Shares 1,460 Est. Cost $630.10 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value $970K Shares 2,276 Est. Cost $427.28 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value $955K Shares 180,246 Est. Cost $3.02 Unrealized
QYLD GLOBAL X FDS 0.1%
Value $933K Shares 52,814 Est. Cost $21.62 Unrealized
HTAB HARTFORD FDS EXCHANGE TRADED 0.1%
Value $931K Shares 48,618 Est. Cost $19.49 Unrealized
IONQ IONQ INC 0.1%
Value $925K Shares 20,607 Est. Cost $33.51 Unrealized +67.2%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $923K Shares 28,325 Est. Cost $24.58 Unrealized
KLAC KLA CORP 0.1%
Value $920K Shares 757 Est. Cost $1171.91 Unrealized 0.0%
ALLE ALLEGION PLC 0.1%
Value $916K Shares 5,753 Est. Cost $132.58 Unrealized +25.7%
WEC WEC ENERGY GROUP INC 0.1%
Value $913K Shares 8,659 Est. Cost $88.52 Unrealized +24.6%
XBI SPDR SERIES TRUST 0.1%
Value $910K Shares 7,461 Est. Cost $121.93 Unrealized
IUSG ISHARES TR 0.1%
Value $881K Shares 5,248 Est. Cost $87.35 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value $868K Shares 3,515 Est. Cost $260.21 Unrealized -3.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $868K Shares 4,941 Est. Cost $199.33 Unrealized -9.5%
ESGU ISHARES TR 0.1%
Value $864K Shares 5,800 Est. Cost $81.18 Unrealized
MS MORGAN STANLEY 0.1%
Value $860K Shares 4,846 Est. Cost $48.39 Unrealized +244.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value $853K Shares 28,802 Est. Cost $38.15 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $827K Shares 5,642 Est. Cost $120.23 Unrealized
UNP UNION PAC CORP 0.1%
Value $827K Shares 3,574 Est. Cost $181.03 Unrealized +25.6%
CWS ADVISORSHARES TR 0.1%
Value $824K Shares 11,993 Est. Cost $63.69 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $791K Shares 9,390 Est. Cost $81.63 Unrealized +3.0%
IEFA ISHARES TR 0.1%
Value $790K Shares 8,832 Est. Cost $73.44 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $786K Shares 4,030 Est. Cost $193.39 Unrealized +0.8%
MU MICRON TECHNOLOGY INC 0.1%
Value $771K Shares 2,700 Est. Cost $84.60 Unrealized +171.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $768K Shares 873 Est. Cost $272.99 Unrealized +197.9%
LNC LINCOLN NATL CORP IND 0.1%
Value $764K Shares 17,166 Est. Cost $30.08 Unrealized +36.9%
IPKW INVESCO EXCH TRADED FD TR II 0.1%
Value $760K Shares 13,675 Est. Cost $51.50 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value $759K Shares 6,629 Est. Cost $68.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $757K Shares 14,086 Est. Cost $43.75 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value $756K Shares 26,233 Est. Cost $12.78 Unrealized +82.9%
GPC GENUINE PARTS CO 0.1%
Value $747K Shares 6,076 Est. Cost $123.92 Unrealized +3.8%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value $746K Shares 11,222 Est. Cost $69.14 Unrealized -5.1%
YUMC YUM CHINA HLDGS INC 0.1%
Value $741K Shares 15,530 Est. Cost $39.62 Unrealized +15.6%
MTB M & T BK CORP 0.1%
Value $735K Shares 3,649 Est. Cost $149.20 Unrealized +27.4%
GCOR GOLDMAN SACHS ETF TR 0.1%
Value $734K Shares 17,671 Est. Cost $40.74 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $718K Shares 12,641 Est. Cost $50.73 Unrealized
WMG WARNER MUSIC GROUP CORP 0.1%
Value $715K Shares 23,317 Est. Cost $29.11 Unrealized +3.9%
AKRE PROFESIONALLY MANAGED PORTFO 0.1%
Value $714K Shares 10,893 Est. Cost $65.51 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $713K Shares 18,012 Est. Cost $27.61 Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value $711K Shares 24,151 Est. Cost $27.18 Unrealized
DIVO AMPLIFY ETF TR 0.1%
Value $698K Shares 15,681 Est. Cost $29.64 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $678K Shares 2,463 Est. Cost $258.92 Unrealized 0.0%
GSUS GOLDMAN SACHS ETF TR 0.1%
Value $674K Shares 7,145 Est. Cost $80.06 Unrealized
SRE SEMPRA 0.1%
Value $673K Shares 7,625 Est. Cost $70.03 Unrealized +29.3%
AXP AMERICAN EXPRESS CO 0.1%
Value $667K Shares 1,804 Est. Cost $144.12 Unrealized +147.7%
ES EVERSOURCE ENERGY 0.1%
Value $664K Shares 9,860 Est. Cost $62.16 Unrealized +11.9%
WELL WELLTOWER INC 0.1%
Value $661K Shares 3,561 Est. Cost $186.47 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.1%
Value $660K Shares 2,365 Est. Cost $229.61 Unrealized
COO COOPER COS INC 0.1%
Value $659K Shares 8,046 Est. Cost $74.85 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value $641K Shares 5,813 Est. Cost $105.24 Unrealized +7.2%
AMGN AMGEN INC 0.1%
Value $638K Shares 1,950 Est. Cost $208.58 Unrealized +51.5%
PFE PFIZER INC 0.1%
Value $638K Shares 25,629 Est. Cost $28.70 Unrealized -12.8%
EWZ ISHARES INC 0.1%
Value $638K Shares 20,069 Est. Cost $28.23 Unrealized
SOXX ISHARES TR 0.1%
Value $626K Shares 2,080 Est. Cost $269.93 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $624K Shares 18,216 Est. Cost $26.59 Unrealized
IWB ISHARES TR 0.1%
Value $617K Shares 1,652 Est. Cost $319.59 Unrealized
VRSN VERISIGN INC 0.1%
Value $609K Shares 2,508 Est. Cost $211.88 Unrealized +18.4%
TJX TJX COS INC NEW 0.1%
Value $607K Shares 3,954 Est. Cost $54.51 Unrealized +171.0%
FIVA FIDELITY COVINGTON TRUST 0.1%
Value $606K Shares 17,693 Est. Cost $31.28 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $591K Shares 11,641 Est. Cost $36.31 Unrealized +19.3%
LCTU BLACKROCK ETF TRUST 0.1%
Value $588K Shares 7,930 Est. Cost $46.51 Unrealized
EMB ISHARES TR 0.1%
Value $574K Shares 5,961 Est. Cost $98.09 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $570K Shares 5,051 Est. Cost $65.50 Unrealized +62.6%
BANK AMERICA CORP 0.1%
Value $567K Shares 453 Est. Cost $1252.00 Unrealized
URA GLOBAL X FDS 0.1%
Value $565K Shares 13,220 Est. Cost $46.13 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value $561K Shares 56,225 Est. Cost $10.24 Unrealized +40.6%
WELLS FARGO CO NEW 0.1%
Value $559K Shares 461 Est. Cost $1212.00 Unrealized
PTLC PACER FDS TR 0.1%
Value $557K Shares 10,017 Est. Cost $36.80 Unrealized
D DOMINION ENERGY INC 0.1%
Value $552K Shares 9,428 Est. Cost $59.76 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.1%
Value $551K Shares 2,574 Est. Cost $172.26 Unrealized
TNGY TORTOISE CAPITAL SERIES TRUS 0.1%
Value $550K Shares 60,861 Est. Cost $9.17 Unrealized
SIXD AIM ETF PRODUCTS TRUST 0.1%
Value $531K Shares 18,373 Est. Cost $27.71 Unrealized
AMLP ALPS ETF TR 0.1%
Value $524K Shares 11,150 Est. Cost $47.38 Unrealized
CIB GRUPO CIBEST SA 0.1%
Value $523K Shares 8,229 Est. Cost $46.19 Unrealized
DEO DIAGEO PLC 0.1%
Value $517K Shares 5,991 Est. Cost $86.26 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value $516K Shares 6,828 Est. Cost $75.51 Unrealized -0.2%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $515K Shares 8,953 Est. Cost $59.48 Unrealized 0.0%
JXN JACKSON FINANCIAL INC 0.1%
Value $506K Shares 4,748 Est. Cost $46.30 Unrealized +113.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $502K Shares 1,433 Est. Cost $404.24 Unrealized -16.7%
C CITIGROUP INC 0.1%
Value $500K Shares 4,286 Est. Cost $56.43 Unrealized +83.6%
TGT TARGET CORP 0.1%
Value $500K Shares 5,110 Est. Cost $91.63 Unrealized 0.0%
VFC V F CORP 0.1%
Value $489K Shares 27,066 Est. Cost $14.47 Unrealized +12.0%
AMP AMERIPRISE FINL INC 0.1%
Value $488K Shares 996 Est. Cost $186.28 Unrealized +154.4%
DSI ISHARES TR 0.1%
Value $487K Shares 3,782 Est. Cost $85.07 Unrealized
CDC VICTORY PORTFOLIOS II 0.1%
Value $486K Shares 7,381 Est. Cost $53.68 Unrealized
NUE NUCOR CORP 0.1%
Value $486K Shares 2,978 Est. Cost $140.51 Unrealized +6.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $484K Shares 1,000 Est. Cost $367.72 Unrealized +29.5%
SHLD GLOBAL X FDS 0.1%
Value $482K Shares 7,445 Est. Cost $69.15 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value $481K Shares 1,981 Est. Cost $259.95 Unrealized +2.9%
VCRB VANGUARD MALVERN FDS 0.1%
Value $479K Shares 6,151 Est. Cost $78.40 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value $472K Shares 9,612 Est. Cost $52.43 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $471K Shares 2,172 Est. Cost $202.73 Unrealized +5.4%
TLH ISHARES TR 0.1%
Value $468K Shares 4,607 Est. Cost $102.44 Unrealized
HYG ISHARES TR 0.1%
Value $462K Shares 5,729 Est. Cost $81.19 Unrealized
CRK COMSTOCK RES INC 0.1%
Value $461K Shares 19,882 Est. Cost $22.04 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value $455K Shares 2,899 Est. Cost $143.18 Unrealized 0.0%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value $453K Shares 10,960 Est. Cost $40.56 Unrealized
IVLU ISHARES TR 0.1%
Value $453K Shares 11,898 Est. Cost $26.74 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $449K Shares 1,487 Est. Cost $299.08 Unrealized
TLT ISHARES TR 0.1%
Value $449K Shares 5,148 Est. Cost $89.37 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $448K Shares 10,017 Est. Cost $55.35 Unrealized
BX BLACKSTONE INC 0.1%
Value $448K Shares 2,905 Est. Cost $74.87 Unrealized +102.3%
COF CAPITAL ONE FINL CORP 0.1%
Value $440K Shares 1,815 Est. Cost $133.36 Unrealized +66.6%
CFA VICTORY PORTFOLIOS II 0.1%
Value $440K Shares 4,830 Est. Cost $69.46 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value $437K Shares 4,641 Est. Cost $62.44 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value $435K Shares 9,448 Est. Cost $46.04 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $434K Shares 13,163 Est. Cost $32.99 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $427K Shares 3,098 Est. Cost $117.07 Unrealized +12.4%
OKLO OKLO INC 0.1%
Value $427K Shares 5,945 Est. Cost $86.85 Unrealized +28.4%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value $421K Shares 16,066 Est. Cost $13.19 Unrealized +111.3%
MUB ISHARES TR 0.0%
Value $415K Shares 3,871 Est. Cost $106.95 Unrealized
RKT ROCKET COS INC 0.0%
Value $415K Shares 21,412 Est. Cost $17.88 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value $411K Shares 27,978 Est. Cost $13.76 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $409K Shares 1,590 Est. Cost $234.69 Unrealized +12.8%
VYGR VOYAGER THERAPEUTICS INC 0.0%
Value $404K Shares 102,716 Est. Cost $7.35 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $402K Shares 1,143 Est. Cost $304.61 Unrealized +19.3%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value $398K Shares 7,782 Est. Cost $51.36 Unrealized
ABT ABBOTT LABS 0.0%
Value $398K Shares 3,173 Est. Cost $93.94 Unrealized +35.5%
DECW AIM ETF PRODUCTS TRUST 0.0%
Value $395K Shares 11,645 Est. Cost $30.49 Unrealized
SUB ISHARES TR 0.0%
Value $393K Shares 3,687 Est. Cost $104.66 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $391K Shares 8,094 Est. Cost $48.32 Unrealized
SIXZ AIM ETF PRODUCTS TRUST 0.0%
Value $389K Shares 13,133 Est. Cost $29.61 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $386K Shares 8,903 Est. Cost $44.45 Unrealized 0.0%
CHWY CHEWY INC 0.0%
Value $384K Shares 11,630 Est. Cost $34.72 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value $384K Shares 812 Est. Cost $393.07 Unrealized
EAGG ISHARES TR 0.0%
Value $383K Shares 8,009 Est. Cost $47.70 Unrealized
DVY ISHARES TR 0.0%
Value $383K Shares 2,714 Est. Cost $114.45 Unrealized
TIP ISHARES TR 0.0%
Value $383K Shares 3,483 Est. Cost $118.22 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $381K Shares 6,835 Est. Cost $56.12 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $379K Shares 3,816 Est. Cost $96.93 Unrealized +1.9%
LOW LOWES COS INC 0.0%
Value $379K Shares 1,570 Est. Cost $160.92 Unrealized +49.0%
SUSC ISHARES TR 0.0%
Value $378K Shares 16,153 Est. Cost $24.66 Unrealized
HROW HARROW INC 0.0%
Value $377K Shares 7,700 Est. Cost $41.98 Unrealized 0.0%
KOID KRANESHARES TRUST 0.0%
Value $375K Shares 11,770 Est. Cost $32.08 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $373K Shares 7,848 Est. Cost $46.70 Unrealized
NE NOBLE CORP PLC 0.0%
Value $373K Shares 13,207 Est. Cost $27.55 Unrealized +6.1%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value $370K Shares 3,661 Est. Cost $98.73 Unrealized
IWR ISHARES TR 0.0%
Value $369K Shares 3,829 Est. Cost $73.50 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $368K Shares 1,040 Est. Cost $207.35 Unrealized +75.2%
SPYI NEOS ETF TRUST 0.0%
Value $366K Shares 6,970 Est. Cost $49.57 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $364K Shares 3,518 Est. Cost $73.41 Unrealized
ITOT ISHARES TR 0.0%
Value $363K Shares 2,443 Est. Cost $122.01 Unrealized
AFL AFLAC INC 0.0%
Value $361K Shares 3,271 Est. Cost $98.99 Unrealized +11.0%
APA APA CORPORATION 0.0%
Value $358K Shares 14,648 Est. Cost $20.93 Unrealized +15.3%
PH PARKER-HANNIFIN CORP 0.0%
Value $358K Shares 407 Est. Cost $560.34 Unrealized +45.9%
TMUS T-MOBILE US INC 0.0%
Value $356K Shares 1,755 Est. Cost $211.32 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $356K Shares 1,171 Est. Cost $111.67 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value $355K Shares 10,362 Est. Cost $33.34 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $354K Shares 7,995 Est. Cost $44.05 Unrealized
UNM UNUM GROUP 0.0%
Value $353K Shares 4,552 Est. Cost $27.38 Unrealized +179.3%
CSX CSX CORP 0.0%
Value $353K Shares 9,725 Est. Cost $29.72 Unrealized +20.1%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $351K Shares 1,832 Est. Cost $151.48 Unrealized
RTACU RENATUS TACTICAL ACQUIS 0.0%
Value $349K Shares 31,542 Est. Cost $12.52 Unrealized
SEIE SEI EXCHANGE TRADED FUNDS 0.0%
Value $347K Shares 10,681 Est. Cost $23.87 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value $345K Shares 5,368 Est. Cost $67.96 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $336K Shares 1,586 Est. Cost $199.90 Unrealized
CENTRAL & EASTERN EUROPE FD 0.0%
Value $336K Shares 18,975 Est. Cost $14.76 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $334K Shares 6,884 Est. Cost $47.08 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value $334K Shares 13,722 Est. Cost $36.15 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $334K Shares 791 Est. Cost $439.27 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value $330K Shares 4,377 Est. Cost $59.38 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $330K Shares 6,247 Est. Cost $24.11 Unrealized +130.3%
ESTA ESTABLISHMENT LABS HLDGS INC 0.0%
Value $330K Shares 4,525 Est. Cost $37.36 Unrealized +61.6%
CSAN COSAN S A 0.0%
Value $324K Shares 82,075 Est. Cost $3.95 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value $323K Shares 9,308 Est. Cost $30.97 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $318K Shares 158 Est. Cost $2100.46 Unrealized 0.0%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $317K Shares 6,886 Est. Cost $40.05 Unrealized
NUVEEN REAL ASSET INCOME & G 0.0%
Value $312K Shares 22,916 Est. Cost $15.11 Unrealized
BIDU BAIDU INC 0.0%
Value $311K Shares 2,382 Est. Cost $130.64 Unrealized
EBAY EBAY INC. 0.0%
Value $310K Shares 3,559 Est. Cost $52.86 Unrealized +63.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $309K Shares 3,111 Est. Cost $122.12 Unrealized -24.1%
BBY BEST BUY INC 0.0%
Value $308K Shares 4,607 Est. Cost $75.46 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $307K Shares 23,857 Est. Cost $15.06 Unrealized
KSPI KASPI KZ JSC 0.0%
Value $304K Shares 3,897 Est. Cost $78.13 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $303K Shares 2,013 Est. Cost $137.95 Unrealized +6.6%
PIMCO DYNAMIC INCOME FD 0.0%
Value $302K Shares 17,061 Est. Cost $18.02 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value $298K Shares 5,684 Est. Cost $33.02 Unrealized
JD JD.COM INC 0.0%
Value $296K Shares 10,329 Est. Cost $31.06 Unrealized
IEV ISHARES TR 0.0%
Value $296K Shares 4,315 Est. Cost $43.08 Unrealized
ARLU AIM ETF PRODUCTS TRUST 0.0%
Value $296K Shares 9,749 Est. Cost $26.27 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $292K Shares 2,446 Est. Cost $137.60 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value $288K Shares 6,762 Est. Cost $41.61 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $287K Shares 1,000 Est. Cost $307.97 Unrealized -1.0%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value $286K Shares 7,325 Est. Cost $39.00 Unrealized
RH RH 0.0%
Value $285K Shares 1,593 Est. Cost $171.01 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $285K Shares 3,832 Est. Cost $107.46 Unrealized -35.0%
APRT AIM ETF PRODUCTS TRUST 0.0%
Value $284K Shares 6,810 Est. Cost $39.26 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value $281K Shares 2,868 Est. Cost $79.13 Unrealized +17.3%
USXF ISHARES TR 0.0%
Value $281K Shares 4,872 Est. Cost $33.62 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $280K Shares 34,485 Est. Cost $6.86 Unrealized
OCTT AIM ETF PRODUCTS TRUST 0.0%
Value $278K Shares 6,386 Est. Cost $37.22 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value $277K Shares 2,984 Est. Cost $75.18 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $276K Shares 457 Est. Cost $513.30 Unrealized +7.1%
APRW AIM ETF PRODUCTS TRUST 0.0%
Value $276K Shares 7,919 Est. Cost $33.36 Unrealized
QLC FLEXSHARES TR 0.0%
Value $273K Shares 3,370 Est. Cost $71.22 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $273K Shares 400 Est. Cost $499.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $272K Shares 470 Est. Cost $421.47 Unrealized +34.1%
GNMA ISHARES TR 0.0%
Value $272K Shares 6,113 Est. Cost $43.70 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $272K Shares 1,332 Est. Cost $201.71 Unrealized 0.0%
QALT SEI EXCHANGE TRADED FUNDS 0.0%
Value $272K Shares 10,909 Est. Cost $25.38 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $271K Shares 2,001 Est. Cost $130.53 Unrealized +4.0%
SPBX AIM ETF PRODUCTS TRUST 0.0%
Value $270K Shares 9,825 Est. Cost $24.50 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $270K Shares 11,418 Est. Cost $23.70 Unrealized
IGSB ISHARES TR 0.0%
Value $269K Shares 5,080 Est. Cost $52.50 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $267K Shares 1,182 Est. Cost $329.27 Unrealized -9.5%
MET METLIFE INC 0.0%
Value $267K Shares 3,384 Est. Cost $42.26 Unrealized +86.8%
SHY ISHARES TR 0.0%
Value $267K Shares 3,224 Est. Cost $81.51 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $266K Shares 6,189 Est. Cost $35.65 Unrealized
EMGF ISHARES INC 0.0%
Value $264K Shares 4,558 Est. Cost $47.02 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $261K Shares 6,900 Est. Cost $29.57 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $260K Shares 6,326 Est. Cost $40.68 Unrealized +2.1%
KKR KKR & CO INC 0.0%
Value $257K Shares 2,013 Est. Cost $117.97 Unrealized +5.4%
EFG ISHARES TR 0.0%
Value $255K Shares 2,240 Est. Cost $98.62 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $254K Shares 8,901 Est. Cost $44.29 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $252K Shares 12,477 Est. Cost $11.63 Unrealized +70.2%
VTV VANGUARD INDEX FDS 0.0%
Value $251K Shares 1,313 Est. Cost $127.34 Unrealized
TJUL INNOVATOR ETFS TRUST 0.0%
Value $249K Shares 8,400 Est. Cost $27.68 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value $247K Shares 7,357 Est. Cost $33.51 Unrealized
W WAYFAIR INC 0.0%
Value $245K Shares 2,436 Est. Cost $37.33 Unrealized +157.6%
NVBW AIM ETF PRODUCTS TRUST 0.0%
Value $244K Shares 7,226 Est. Cost $33.83 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $244K Shares 7,072 Est. Cost $27.77 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $243K Shares 1,400 Est. Cost $132.34 Unrealized +29.0%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $243K Shares 4,051 Est. Cost $61.81 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $241K Shares 7,520 Est. Cost $32.06 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $241K Shares 6,637 Est. Cost $30.26 Unrealized +12.2%
ADBE ADOBE INC 0.0%
Value $239K Shares 683 Est. Cost $434.78 Unrealized -21.8%
ET ENERGY TRANSFER L P 0.0%
Value $238K Shares 14,453 Est. Cost $17.16 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $238K Shares 3,637 Est. Cost $63.23 Unrealized 0.0%
MP MP MATERIALS CORP 0.0%
Value $238K Shares 4,707 Est. Cost $62.96 Unrealized +0.7%
CALF PACER FDS TR 0.0%
Value $237K Shares 5,350 Est. Cost $41.77 Unrealized
BLACKROCK CAP ALLOCATION TER 0.0%
Value $236K Shares 16,650 Est. Cost $20.46 Unrealized
BSAC BANCO SANTANDER CHILE NEW 0.0%
Value $235K Shares 7,560 Est. Cost $26.50 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $235K Shares 7,105 Est. Cost $23.97 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $234K Shares 402 Est. Cost $625.13 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value $234K Shares 2,552 Est. Cost $46.98 Unrealized +91.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $231K Shares 603 Est. Cost $400.79 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $231K Shares 700 Est. Cost $388.85 Unrealized -13.3%
ESGE ISHARES INC 0.0%
Value $231K Shares 5,227 Est. Cost $44.17 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $230K Shares 10,240 Est. Cost $19.07 Unrealized
INTC INTEL CORP 0.0%
Value $227K Shares 6,150 Est. Cost $27.13 Unrealized +39.2%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $227K Shares 2,846 Est. Cost $79.93 Unrealized
OCTU AIM ETF PRODUCTS TRUST 0.0%
Value $225K Shares 7,923 Est. Cost $26.27 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $225K Shares 5,069 Est. Cost $44.47 Unrealized
PTC PTC INC 0.0%
Value $225K Shares 1,293 Est. Cost $161.15 Unrealized +15.3%
XLSR SSGA ACTIVE TR 0.0%
Value $225K Shares 3,615 Est. Cost $54.92 Unrealized
MTN VAIL RESORTS INC 0.0%
Value $223K Shares 1,680 Est. Cost $147.17 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $222K Shares 4,476 Est. Cost $49.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $222K Shares 4,107 Est. Cost $47.53 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $221K Shares 568 Est. Cost $267.07 Unrealized +54.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value $221K Shares 823 Est. Cost $254.06 Unrealized 0.0%
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $220K Shares 1,786 Est. Cost $120.66 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $218K Shares 1,650 Est. Cost $121.38 Unrealized
EC ECOPETROL S A 0.0%
Value $218K Shares 21,730 Est. Cost $8.90 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $217K Shares 3,960 Est. Cost $49.87 Unrealized
DTE DTE ENERGY CO 0.0%
Value $216K Shares 1,678 Est. Cost $123.76 Unrealized +8.9%
PSX PHILLIPS 66 0.0%
Value $213K Shares 1,652 Est. Cost $95.38 Unrealized +40.5%
CAG CONAGRA BRANDS INC 0.0%
Value $213K Shares 12,276 Est. Cost $17.64 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $211K Shares 824 Est. Cost $249.31 Unrealized 0.0%
TDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $211K Shares 7,599 Est. Cost $28.65 Unrealized
IBUY AMPLIFY ETF TR 0.0%
Value $209K Shares 2,814 Est. Cost $76.16 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $209K Shares 2,098 Est. Cost $97.81 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $209K Shares 2,287 Est. Cost $91.18 Unrealized +7.2%
RBLX ROBLOX CORP 0.0%
Value $208K Shares 2,569 Est. Cost $106.17 Unrealized 0.0%
SPBW AIM ETF PRODUCTS TRUST 0.0%
Value $207K Shares 7,536 Est. Cost $26.89 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value $206K Shares 4,299 Est. Cost $47.52 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $206K Shares 10,278 Est. Cost $19.83 Unrealized
MMM 3M CO 0.0%
Value $205K Shares 1,278 Est. Cost $163.18 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 0.0%
Value $204K Shares 2,440 Est. Cost $103.64 Unrealized 0.0%
QQQH NEOS ETF TRUST 0.0%
Value $202K Shares 3,728 Est. Cost $54.30 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $202K Shares 2,311 Est. Cost $70.94 Unrealized +25.8%
XHB SPDR SERIES TRUST 0.0%
Value $202K Shares 1,960 Est. Cost $110.80 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value $190K Shares 18,897 Est. Cost $10.07 Unrealized
BBDC BARINGS BDC INC 0.0%
Value $178K Shares 19,370 Est. Cost $7.92 Unrealized +9.6%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $176K Shares 13,916 Est. Cost $13.26 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value $176K Shares 12,059 Est. Cost $17.45 Unrealized -12.8%
UUUU ENERGY FUELS INC 0.0%
Value $165K Shares 11,350 Est. Cost $16.97 Unrealized 0.0%
UROY URANIUM RTY CORP 0.0%
Value $159K Shares 44,900 Est. Cost $3.91 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value $150K Shares 18,033 Est. Cost $8.63 Unrealized 0.0%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value $149K Shares 24,065 Est. Cost $5.38 Unrealized 0.0%
RKT ROCKET COS INC 0.0%
Value $149K Shares 7,700 Est. Cost $17.88 Unrealized 0.0%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $144K Shares 16,820 Est. Cost $10.26 Unrealized +3.4%
BLND BLEND LABS INC 0.0%
Value $137K Shares 45,225 Est. Cost $3.50 Unrealized -9.0%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value $126K Shares 17,628 Est. Cost $7.30 Unrealized -2.6%
BBBY BED BATH & BEYOND INC 0.0%
Value $125K Shares 22,935 Est. Cost $6.92 Unrealized +5.1%
ASPI ASP ISOTOPES INC 0.0%
Value $117K Shares 21,825 Est. Cost $7.95 Unrealized 0.0%
SG SWEETGREEN INC 0.0%
Value $116K Shares 17,142 Est. Cost $9.27 Unrealized -25.9%
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value $114K Shares 20,089 Est. Cost $5.00 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value $95,368 Shares 17,030 Est. Cost $9.37 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $83,214 Shares 18,999 Est. Cost $6.49 Unrealized -17.2%
BMBL BUMBLE INC 0.0%
Value $47,849 Shares 13,403 Est. Cost $6.16 Unrealized -28.1%
EDIT EDITAS MEDICINE INC 0.0%
Value $30,750 Shares 15,000 Est. Cost $1.47 Unrealized +96.3%
PFE PFIZER INC 0.0%
Value $29,880 Shares 1,200 Est. Cost $28.70 Unrealized -12.8%
MU MICRON TECHNOLOGY INC 0.0%
Value $28,541 Shares 100 Est. Cost $84.60 Unrealized +171.1%
KOPN KOPIN CORP 0.0%
Value $25,506 Shares 10,900 Est. Cost $2.82 Unrealized +2.6%
DDD 3-D SYS CORP DEL 0.0%
Value $23,010 Shares 13,000 Est. Cost $5.71 Unrealized -57.4%
PLBY PLAYBOY INC 0.0%
Value $20,163 Shares 10,725 Est. Cost $12.25 Unrealized -86.7%
PATH UIPATH INC 0.0%
Value $16,390 Shares 1,000 Est. Cost $11.87 Unrealized +31.1%
REE REE AUTOMOTIVE LTD 0.0%
Value $11,348 Shares 15,450 Est. Cost $7.57 Unrealized -88.3%