AssuredPartners Investment Advisors, LLC Diversified Active

Location: Tampa, FL

CIK: 0002055492 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 3, 2026

Total Value: $672M (100.0% shares, 0.0% debt)

Holdings (342)

FBCG FIDELITY COVINGTON TRUST 4.2%
Value $28.37M Shares 517,361 Est. Cost $47.67 Unrealized
FDVV FIDELITY COVINGTON TRUST 3.3%
Value $21.93M Shares 386,760 Est. Cost $50.35 Unrealized
VOO VANGUARD INDEX FDS 3.1%
Value $20.98M Shares 33,448 Est. Cost $571.10 Unrealized
SPTM SPDR SERIES TRUST 3.0%
Value $20.23M Shares 245,196 Est. Cost $75.32 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 2.7%
Value $18.12M Shares 130,882 Est. Cost $129.54 Unrealized
AAPL APPLE INC 2.5%
Value $17.11M Shares 62,937 Est. Cost $251.58 Unrealized +6.7%
GOOGL ALPHABET INC 2.1%
Value $14.37M Shares 45,895 Est. Cost $178.38 Unrealized +60.1%
MSFT MICROSOFT CORP 2.0%
Value $13.39M Shares 27,685 Est. Cost $435.02 Unrealized +15.1%
NVDA NVIDIA CORPORATION 1.9%
Value $13.03M Shares 69,891 Est. Cost $141.88 Unrealized +31.2%
FSMD FIDELITY COVINGTON TRUST 1.6%
Value $10.77M Shares 243,956 Est. Cost $41.20 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.6%
Value $10.62M Shares 268,219 Est. Cost $35.01 Unrealized
IAU ISHARES GOLD TR 1.5%
Value $9.953M Shares 122,621 Est. Cost $62.57 Unrealized
IHDG WISDOMTREE TR 1.5%
Value $9.75M Shares 200,378 Est. Cost $43.74 Unrealized
MU MICRON TECHNOLOGY INC 1.4%
Value $9.573M Shares 33,542 Est. Cost $107.68 Unrealized +113.0%
TSLA TESLA INC 1.3%
Value $9.065M Shares 20,157 Est. Cost $336.46 Unrealized +31.8%
JPM JPMORGAN CHASE & CO. 1.3%
Value $8.995M Shares 27,915 Est. Cost $234.46 Unrealized +32.0%
DFSD DIMENSIONAL ETF TRUST 1.2%
Value $8.193M Shares 170,865 Est. Cost $47.10 Unrealized
DEM WISDOMTREE TR 1.2%
Value $7.818M Shares 167,382 Est. Cost $41.99 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.1%
Value $7.487M Shares 29,602 Est. Cost $249.63 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.1%
Value $7.431M Shares 174,591 Est. Cost $41.45 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 1.0%
Value $6.887M Shares 141,410 Est. Cost $48.49 Unrealized
CSCO CISCO SYS INC 1.0%
Value $6.882M Shares 89,338 Est. Cost $56.79 Unrealized +29.9%
AVGO BROADCOM INC 1.0%
Value $6.679M Shares 19,298 Est. Cost $200.01 Unrealized +78.5%
XOM EXXON MOBIL CORP 0.9%
Value $6.36M Shares 52,848 Est. Cost $111.91 Unrealized +3.2%
BAC BANK AMERICA CORP 0.9%
Value $6.201M Shares 112,752 Est. Cost $43.05 Unrealized +22.4%
IWY ISHARES TR 0.9%
Value $5.9M Shares 21,303 Est. Cost $276.29 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value $5.685M Shares 15,368 Est. Cost $285.95 Unrealized +24.8%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value $5.683M Shares 19,357 Est. Cost $234.16 Unrealized +23.2%
ONEQ FIDELITY COMWLTH TR 0.8%
Value $5.272M Shares 57,677 Est. Cost $90.25 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.8%
Value $5.243M Shares 128,059 Est. Cost $37.46 Unrealized
BIL SPDR SERIES TRUST 0.7%
Value $4.956M Shares 54,239 Est. Cost $91.38 Unrealized
SCHI SCHWAB STRATEGIC TR 0.7%
Value $4.72M Shares 205,492 Est. Cost $22.97 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $4.698M Shares 14,014 Est. Cost $312.17 Unrealized
BUFP PGIM ROCK ETF TR 0.7%
Value $4.586M Shares 152,228 Est. Cost $30.02 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.7%
Value $4.554M Shares 89,907 Est. Cost $50.75 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.7%
Value $4.553M Shares 67,519 Est. Cost $66.89 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value $4.447M Shares 6,522 Est. Cost $633.28 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.7%
Value $4.405M Shares 93,030 Est. Cost $46.99 Unrealized
IEF ISHARES TR 0.7%
Value $4.4M Shares 45,755 Est. Cost $95.23 Unrealized
CASY CASEYS GEN STORES INC 0.6%
Value $4.368M Shares 7,902 Est. Cost $406.86 Unrealized +35.1%
AMZN AMAZON COM INC 0.6%
Value $4.361M Shares 18,892 Est. Cost $212.30 Unrealized +7.8%
VST VISTRA CORP 0.6%
Value $4.325M Shares 26,808 Est. Cost $149.46 Unrealized +21.7%
DGRO ISHARES TR 0.6%
Value $4.316M Shares 62,179 Est. Cost $69.19 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value $4.277M Shares 111,604 Est. Cost $38.26 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.6%
Value $4.145M Shares 120,278 Est. Cost $26.92 Unrealized
CSX CSX CORP 0.6%
Value $4.06M Shares 111,993 Est. Cost $35.70 Unrealized 0.0%
META META PLATFORMS INC 0.6%
Value $3.932M Shares 5,957 Est. Cost $621.75 Unrealized +7.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value $3.547M Shares 61,037 Est. Cost $58.01 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.5%
Value $3.517M Shares 30,714 Est. Cost $113.76 Unrealized
GOOG ALPHABET INC 0.5%
Value $3.471M Shares 11,062 Est. Cost $237.53 Unrealized +20.5%
V VISA INC 0.5%
Value $3.41M Shares 9,723 Est. Cost $305.09 Unrealized +11.6%
UAPR INNOVATOR ETFS TRUST 0.5%
Value $3.221M Shares 98,291 Est. Cost $32.77 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.5%
Value $3.2M Shares 68,376 Est. Cost $41.22 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.5%
Value $3.199M Shares 127,103 Est. Cost $24.99 Unrealized
MINO PIMCO ETF TR 0.5%
Value $3.097M Shares 68,327 Est. Cost $45.17 Unrealized
EPS WISDOMTREE TR 0.5%
Value $3.066M Shares 43,267 Est. Cost $61.18 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.4%
Value $2.89M Shares 116,185 Est. Cost $24.79 Unrealized
EAPR INNOVATOR ETFS TRUST 0.4%
Value $2.884M Shares 97,091 Est. Cost $29.15 Unrealized
NEM NEWMONT CORP 0.4%
Value $2.863M Shares 28,671 Est. Cost $71.16 Unrealized +26.7%
DIS DISNEY WALT CO 0.4%
Value $2.852M Shares 25,069 Est. Cost $114.25 Unrealized -4.1%
AIRR FIRST TR EXCHANGE TRADED FD 0.4%
Value $2.829M Shares 28,772 Est. Cost $98.00 Unrealized
BLK BLACKROCK INC 0.4%
Value $2.793M Shares 2,609 Est. Cost $953.24 Unrealized +14.3%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $2.786M Shares 51,826 Est. Cost $51.91 Unrealized
PYLD PIMCO ETF TR 0.4%
Value $2.765M Shares 103,626 Est. Cost $26.46 Unrealized
FNDF SCHWAB STRATEGIC TR 0.4%
Value $2.625M Shares 58,068 Est. Cost $43.28 Unrealized
HYG ISHARES TR 0.4%
Value $2.605M Shares 32,304 Est. Cost $80.31 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value $2.555M Shares 8,809 Est. Cost $261.68 Unrealized +7.2%
PFXF VANECK ETF TRUST 0.4%
Value $2.484M Shares 140,653 Est. Cost $17.59 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $2.414M Shares 11,663 Est. Cost $167.33 Unrealized +17.7%
NEE NEXTERA ENERGY INC 0.4%
Value $2.368M Shares 29,500 Est. Cost $78.12 Unrealized +5.6%
XLI SELECT SECTOR SPDR TR 0.4%
Value $2.363M Shares 15,236 Est. Cost $154.96 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.4%
Value $2.357M Shares 31,858 Est. Cost $64.92 Unrealized
LLY ELI LILLY & CO 0.3%
Value $2.272M Shares 2,114 Est. Cost $823.90 Unrealized +16.0%
SGOV ISHARES TR 0.3%
Value $2.22M Shares 22,112 Est. Cost $100.38 Unrealized
PJIO PGIM ETF TR 0.3%
Value $2.171M Shares 35,431 Est. Cost $59.78 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value $2.155M Shares 15,016 Est. Cost $143.52 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.3%
Value $2.133M Shares 53,713 Est. Cost $34.98 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $2.062M Shares 17,385 Est. Cost $104.32 Unrealized
IYK ISHARES TR 0.3%
Value $2.028M Shares 30,305 Est. Cost $67.22 Unrealized
UJUL INNOVATOR ETFS TRUST 0.3%
Value $1.987M Shares 51,266 Est. Cost $38.75 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value $1.933M Shares 12,048 Est. Cost $121.44 Unrealized +26.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value $1.923M Shares 25,629 Est. Cost $73.71 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $1.914M Shares 7,421 Est. Cost $253.42 Unrealized
ORI OLD REP INTL CORP 0.3%
Value $1.874M Shares 41,060 Est. Cost $32.16 Unrealized +27.0%
MCD MCDONALDS CORP 0.3%
Value $1.87M Shares 6,119 Est. Cost $296.68 Unrealized +2.8%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $1.841M Shares 9,613 Est. Cost $188.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value $1.839M Shares 15,690 Est. Cost $109.21 Unrealized +11.3%
BUFS FIRST TR EXCHNG TRADED FD VI 0.3%
Value $1.817M Shares 79,568 Est. Cost $22.79 Unrealized
PBQQ PGIM ROCK ETF TR 0.3%
Value $1.808M Shares 62,724 Est. Cost $28.72 Unrealized
COWG PACER FDS TR 0.3%
Value $1.803M Shares 51,216 Est. Cost $35.44 Unrealized
BUFY FIRST TR EXCHNG TRADED FD VI 0.3%
Value $1.801M Shares 80,963 Est. Cost $22.17 Unrealized
UDEC INNOVATOR ETFS TRUST 0.3%
Value $1.799M Shares 45,395 Est. Cost $37.18 Unrealized
DTD WISDOMTREE TR 0.3%
Value $1.771M Shares 20,865 Est. Cost $84.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $1.766M Shares 9,935 Est. Cost $63.23 Unrealized +186.3%
JSMD JANUS DETROIT STR TR 0.3%
Value $1.764M Shares 21,631 Est. Cost $80.43 Unrealized
ABBV ABBVIE INC 0.3%
Value $1.755M Shares 7,680 Est. Cost $180.98 Unrealized +25.7%
DFGX DIMENSIONAL ETF TRUST 0.3%
Value $1.725M Shares 32,765 Est. Cost $53.17 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $1.692M Shares 5,568 Est. Cost $206.23 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $1.68M Shares 4,989 Est. Cost $294.86 Unrealized +15.6%
DGRW WISDOMTREE TR 0.2%
Value $1.663M Shares 18,597 Est. Cost $89.43 Unrealized
BA BOEING CO 0.2%
Value $1.643M Shares 7,569 Est. Cost $161.33 Unrealized +27.5%
PBFR PGIM ROCK ETF TR 0.2%
Value $1.642M Shares 56,179 Est. Cost $29.10 Unrealized
MPLX MPLX LP 0.2%
Value $1.603M Shares 30,033 Est. Cost $48.15 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $1.599M Shares 11,160 Est. Cost $156.48 Unrealized -5.9%
PEP PEPSICO INC 0.2%
Value $1.53M Shares 10,662 Est. Cost $146.96 Unrealized -0.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value $1.519M Shares 56,430 Est. Cost $26.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.507M Shares 5,088 Est. Cost $275.09 Unrealized +8.6%
TFC TRUIST FINL CORP 0.2%
Value $1.501M Shares 30,493 Est. Cost $42.23 Unrealized +8.5%
DDWM WISDOMTREE TR 0.2%
Value $1.48M Shares 33,989 Est. Cost $43.54 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value $1.468M Shares 729 Est. Cost $1972.08 Unrealized +6.5%
SO SOUTHERN CO 0.2%
Value $1.434M Shares 16,450 Est. Cost $85.20 Unrealized +6.7%
CB CHUBB LIMITED 0.2%
Value $1.43M Shares 4,582 Est. Cost $284.94 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.2%
Value $1.422M Shares 9,328 Est. Cost $147.11 Unrealized +2.9%
EME EMCOR GROUP INC 0.2%
Value $1.364M Shares 2,230 Est. Cost $453.69 Unrealized +42.7%
ABT ABBOTT LABS 0.2%
Value $1.353M Shares 10,796 Est. Cost $122.32 Unrealized +4.1%
RIO RIO TINTO PLC 0.2%
Value $1.347M Shares 16,826 Est. Cost $58.93 Unrealized
APP APPLOVIN CORP 0.2%
Value $1.342M Shares 1,991 Est. Cost $265.16 Unrealized +137.6%
FNX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value $1.332M Shares 10,574 Est. Cost $115.18 Unrealized
LOW LOWES COS INC 0.2%
Value $1.323M Shares 5,485 Est. Cost $247.39 Unrealized -3.1%
ORCL ORACLE CORP 0.2%
Value $1.309M Shares 6,715 Est. Cost $187.26 Unrealized +27.1%
MRK MERCK & CO INC 0.2%
Value $1.298M Shares 12,332 Est. Cost $95.29 Unrealized -2.2%
ZAUG INNOVATOR ETFS TRUST 0.2%
Value $1.29M Shares 48,286 Est. Cost $26.71 Unrealized
PFE PFIZER INC 0.2%
Value $1.275M Shares 51,217 Est. Cost $24.99 Unrealized +0.2%
IJAN INNOVATOR ETFS TRUST 0.2%
Value $1.227M Shares 33,931 Est. Cost $36.16 Unrealized
HSBC HSBC HLDGS PLC 0.2%
Value $1.217M Shares 15,465 Est. Cost $52.74 Unrealized
UAUG INNOVATOR ETFS TRUST 0.2%
Value $1.212M Shares 30,359 Est. Cost $39.75 Unrealized
TTE TOTALENERGIES SE 0.2%
Value $1.212M Shares 18,520 Est. Cost $63.23 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value $1.202M Shares 43,824 Est. Cost $27.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.19M Shares 2,367 Est. Cost $467.62 Unrealized +6.4%
MA MASTERCARD INCORPORATED 0.2%
Value $1.167M Shares 2,045 Est. Cost $547.88 Unrealized +2.0%
ED CONSOLIDATED EDISON INC 0.2%
Value $1.164M Shares 11,723 Est. Cost $97.94 Unrealized +0.9%
IJR ISHARES TR 0.2%
Value $1.154M Shares 9,604 Est. Cost $115.13 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.2%
Value $1.152M Shares 50,301 Est. Cost $23.33 Unrealized
HD HOME DEPOT INC 0.2%
Value $1.149M Shares 3,338 Est. Cost $397.26 Unrealized -8.2%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value $1.142M Shares 12,686 Est. Cost $90.00 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.2%
Value $1.14M Shares 44,279 Est. Cost $24.89 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.2%
Value $1.121M Shares 33,875 Est. Cost $26.62 Unrealized
KJAN INNOVATOR ETFS TRUST 0.2%
Value $1.119M Shares 27,021 Est. Cost $41.42 Unrealized
DHS WISDOMTREE TR 0.2%
Value $1.094M Shares 10,743 Est. Cost $101.82 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $1.069M Shares 7,427 Est. Cost $157.92 Unrealized
QCOM QUALCOMM INC 0.2%
Value $1.057M Shares 6,181 Est. Cost $166.09 Unrealized +2.8%
WMT WALMART INC 0.2%
Value $1.04M Shares 9,338 Est. Cost $85.80 Unrealized +24.9%
VTIP VANGUARD MALVERN FDS 0.2%
Value $1.035M Shares 20,926 Est. Cost $50.07 Unrealized
IJJ ISHARES TR 0.2%
Value $1.032M Shares 7,839 Est. Cost $129.05 Unrealized
NOW SERVICENOW INC 0.2%
Value $1.027M Shares 6,701 Est. Cost $176.75 Unrealized -2.9%
NAPR INNOVATOR ETFS TRUST 0.2%
Value $1.026M Shares 19,114 Est. Cost $53.70 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.2%
Value $1.025M Shares 11,245 Est. Cost $79.90 Unrealized
XOVR ENTREPRENEURSHARES SERIES TR 0.1%
Value $997K Shares 49,513 Est. Cost $20.14 Unrealized
LQD ISHARES TR 0.1%
Value $979K Shares 8,887 Est. Cost $109.34 Unrealized
UJUN INNOVATOR ETFS TRUST 0.1%
Value $954K Shares 25,510 Est. Cost $37.40 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value $907K Shares 181,309 Est. Cost $3.97 Unrealized
AFL AFLAC INC 0.1%
Value $905K Shares 8,203 Est. Cost $107.58 Unrealized +2.1%
ATO ATMOS ENERGY CORP 0.1%
Value $890K Shares 5,308 Est. Cost $160.85 Unrealized +7.1%
CINF CINCINNATI FINL CORP 0.1%
Value $886K Shares 5,425 Est. Cost $156.02 Unrealized +3.3%
SPGI S&P GLOBAL INC 0.1%
Value $884K Shares 1,691 Est. Cost $506.08 Unrealized -2.3%
SPRY ARS PHARMACEUTICALS INC 0.1%
Value $883K Shares 75,779 Est. Cost $12.14 Unrealized -19.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $883K Shares 4,228 Est. Cost $191.28 Unrealized +0.8%
KVUE KENVUE INC 0.1%
Value $865K Shares 50,131 Est. Cost $16.26 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value $853K Shares 1,246 Est. Cost $618.78 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value $853K Shares 20,949 Est. Cost $39.55 Unrealized
DE DEERE & CO 0.1%
Value $840K Shares 1,805 Est. Cost $427.33 Unrealized +9.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $821K Shares 20,156 Est. Cost $39.84 Unrealized +1.6%
CTAS CINTAS CORP 0.1%
Value $813K Shares 4,323 Est. Cost $198.94 Unrealized -5.4%
MDT MEDTRONIC PLC 0.1%
Value $788K Shares 8,207 Est. Cost $95.20 Unrealized +2.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $787K Shares 7,934 Est. Cost $90.96 Unrealized +2.0%
DON WISDOMTREE TR 0.1%
Value $783K Shares 15,168 Est. Cost $51.60 Unrealized
COR CENCORA INC 0.1%
Value $779K Shares 2,307 Est. Cost $234.99 Unrealized +44.9%
SPYM SPDR SERIES TRUST 0.1%
Value $772K Shares 9,620 Est. Cost $68.94 Unrealized
AMCOR PLC 0.1%
Value $766K Shares 91,788 Est. Cost $8.75 Unrealized -5.7%
SE SEA LTD 0.1%
Value $755K Shares 5,916 Est. Cost $147.74 Unrealized
SJM SMUCKER J M CO 0.1%
Value $747K Shares 7,638 Est. Cost $104.63 Unrealized -1.7%
TLT ISHARES TR 0.1%
Value $728K Shares 8,354 Est. Cost $87.94 Unrealized
IGLB ISHARES TR 0.1%
Value $714K Shares 14,150 Est. Cost $50.79 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value $711K Shares 71,343 Est. Cost $10.77 Unrealized +33.6%
MFC MANULIFE FINL CORP 0.1%
Value $696K Shares 19,179 Est. Cost $33.94 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value $694K Shares 6,187 Est. Cost $134.50 Unrealized -13.4%
DECW AIM ETF PRODUCTS TRUST 0.1%
Value $690K Shares 20,333 Est. Cost $33.94 Unrealized
BRO BROWN & BROWN INC 0.1%
Value $668K Shares 8,381 Est. Cost $89.56 Unrealized -6.9%
PH PARKER-HANNIFIN CORP 0.1%
Value $662K Shares 753 Est. Cost $722.73 Unrealized +13.2%
KO COCA COLA CO 0.1%
Value $659K Shares 9,428 Est. Cost $66.06 Unrealized +5.1%
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $658K Shares 11,619 Est. Cost $49.77 Unrealized
GIS GENERAL MLS INC 0.1%
Value $647K Shares 13,912 Est. Cost $48.21 Unrealized -1.6%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value $626K Shares 7,447 Est. Cost $85.12 Unrealized -5.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $623K Shares 3,845 Est. Cost $158.16 Unrealized -1.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value $595K Shares 7,286 Est. Cost $75.23 Unrealized +19.7%
FQAL FIDELITY COVINGTON TRUST 0.1%
Value $595K Shares 7,868 Est. Cost $65.43 Unrealized
UOCT INNOVATOR ETFS TRUST 0.1%
Value $593K Shares 15,184 Est. Cost $39.04 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $591K Shares 7,015 Est. Cost $92.61 Unrealized -9.2%
NFLX NETFLIX INC 0.1%
Value $586K Shares 6,252 Est. Cost $107.81 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $585K Shares 8,560 Est. Cost $74.02 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value $575K Shares 7,391 Est. Cost $68.69 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $573K Shares 15,048 Est. Cost $29.27 Unrealized
USB US BANCORP DEL 0.1%
Value $569K Shares 10,665 Est. Cost $48.72 Unrealized 0.0%
ZJUN INNOVATOR ETFS TRUST 0.1%
Value $558K Shares 20,792 Est. Cost $26.07 Unrealized
DDFN INNOVATOR ETFS TRUST 0.1%
Value $554K Shares 28,900 Est. Cost $19.17 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.1%
Value $540K Shares 18,595 Est. Cost $29.06 Unrealized
RTX RTX CORPORATION 0.1%
Value $539K Shares 2,939 Est. Cost $122.50 Unrealized +41.5%
BX BLACKSTONE INC 0.1%
Value $538K Shares 3,491 Est. Cost $167.79 Unrealized -9.7%
WFC WELLS FARGO CO NEW 0.1%
Value $536K Shares 5,754 Est. Cost $69.65 Unrealized +24.4%
DGS WISDOMTREE TR 0.1%
Value $535K Shares 9,342 Est. Cost $57.24 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $533K Shares 2,198 Est. Cost $185.05 Unrealized +20.1%
F FORD MTR CO 0.1%
Value $528K Shares 40,259 Est. Cost $12.03 Unrealized +6.7%
VOT VANGUARD INDEX FDS 0.1%
Value $517K Shares 1,851 Est. Cost $279.14 Unrealized
ALL ALLSTATE CORP 0.1%
Value $515K Shares 2,474 Est. Cost $202.27 Unrealized +0.9%
USEP INNOVATOR ETFS TRUST 0.1%
Value $514K Shares 13,060 Est. Cost $39.33 Unrealized
DES WISDOMTREE TR 0.1%
Value $509K Shares 15,231 Est. Cost $33.45 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $508K Shares 2,927 Est. Cost $170.73 Unrealized 0.0%
PAPR INNOVATOR ETFS TRUST 0.1%
Value $501K Shares 12,806 Est. Cost $37.11 Unrealized
IWB ISHARES TR 0.1%
Value $500K Shares 1,340 Est. Cost $321.74 Unrealized
LENS EA SERIES TRUST 0.1%
Value $490K Shares 12,691 Est. Cost $38.64 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value $490K Shares 8,646 Est. Cost $56.62 Unrealized
NKE NIKE INC 0.1%
Value $489K Shares 7,670 Est. Cost $71.21 Unrealized -8.8%
CVS CVS HEALTH CORP 0.1%
Value $485K Shares 6,113 Est. Cost $78.67 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value $484K Shares 3,930 Est. Cost $102.65 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value $479K Shares 4,994 Est. Cost $96.90 Unrealized -5.6%
CAT CATERPILLAR INC 0.1%
Value $476K Shares 831 Est. Cost $386.32 Unrealized +43.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $475K Shares 2,220 Est. Cost $168.38 Unrealized +33.4%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value $474K Shares 10,095 Est. Cost $40.34 Unrealized
VALE VALE S A 0.1%
Value $474K Shares 36,350 Est. Cost $13.03 Unrealized
IWF ISHARES TR 0.1%
Value $472K Shares 998 Est. Cost $471.12 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value $463K Shares 991 Est. Cost $346.27 Unrealized +33.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value $459K Shares 4,545 Est. Cost $125.04 Unrealized -13.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $458K Shares 1,387 Est. Cost $509.04 Unrealized -33.8%
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $457K Shares 8,833 Est. Cost $45.90 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $457K Shares 1,174 Est. Cost $355.75 Unrealized +5.5%
PRU PRUDENTIAL FINL INC 0.1%
Value $454K Shares 4,020 Est. Cost $106.51 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $453K Shares 14,140 Est. Cost $31.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $443K Shares 7,089 Est. Cost $48.10 Unrealized
CMI CUMMINS INC 0.1%
Value $439K Shares 860 Est. Cost $336.01 Unrealized +38.8%
APH AMPHENOL CORP NEW 0.1%
Value $437K Shares 3,232 Est. Cost $119.12 Unrealized +12.1%
AMLP ALPS ETF TR 0.1%
Value $434K Shares 9,221 Est. Cost $47.02 Unrealized
HAS HASBRO INC 0.1%
Value $431K Shares 5,254 Est. Cost $78.03 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value $428K Shares 1,739 Est. Cost $246.10 Unrealized
IWD ISHARES TR 0.1%
Value $427K Shares 2,028 Est. Cost $187.22 Unrealized
BKH BLACK HILLS CORP 0.1%
Value $423K Shares 6,088 Est. Cost $66.47 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value $421K Shares 124 Est. Cost $3186.56 Unrealized +18.6%
SNOW SNOWFLAKE INC 0.1%
Value $411K Shares 1,872 Est. Cost $163.50 Unrealized +49.3%
TOST TOAST INC 0.1%
Value $403K Shares 11,344 Est. Cost $35.14 Unrealized +2.6%
FE FIRSTENERGY CORP 0.1%
Value $400K Shares 8,943 Est. Cost $45.73 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value $398K Shares 1,740 Est. Cost $241.65 Unrealized -9.1%
SYK STRYKER CORPORATION 0.1%
Value $397K Shares 1,130 Est. Cost $367.00 Unrealized -1.0%
JAJL INNOVATOR ETFS TRUST 0.1%
Value $392K Shares 13,497 Est. Cost $29.06 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value $388K Shares 19,198 Est. Cost $19.54 Unrealized +1.3%
QQQ INVESCO QQQ TR 0.1%
Value $387K Shares 629 Est. Cost $522.16 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $384K Shares 1,746 Est. Cost $220.16 Unrealized -3.5%
CRM SALESFORCE INC 0.1%
Value $371K Shares 1,402 Est. Cost $248.17 Unrealized 0.0%
SNY SANOFI SA 0.1%
Value $371K Shares 7,659 Est. Cost $48.46 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $371K Shares 430 Est. Cost $929.44 Unrealized -2.6%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value $365K Shares 11,148 Est. Cost $25.00 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $361K Shares 21,897 Est. Cost $16.49 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value $361K Shares 8,080 Est. Cost $44.69 Unrealized
FDMO FIDELITY COVINGTON TRUST 0.1%
Value $350K Shares 4,168 Est. Cost $69.61 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $349K Shares 8,824 Est. Cost $35.91 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value $348K Shares 1,341 Est. Cost $280.43 Unrealized -1.1%
CUBE CUBESMART 0.1%
Value $347K Shares 9,634 Est. Cost $36.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $347K Shares 718 Est. Cost $523.93 Unrealized -9.1%
MTB M & T BK CORP 0.1%
Value $347K Shares 1,722 Est. Cost $186.60 Unrealized +1.9%
WEC WEC ENERGY GROUP INC 0.1%
Value $346K Shares 3,277 Est. Cost $107.80 Unrealized +2.3%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $344K Shares 21,362 Est. Cost $17.46 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value $342K Shares 7,430 Est. Cost $45.19 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $334K Shares 2,519 Est. Cost $134.58 Unrealized -1.6%
PAUG INNOVATOR ETFS TRUST 0.0%
Value $325K Shares 7,519 Est. Cost $42.52 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $323K Shares 6,006 Est. Cost $60.66 Unrealized -5.9%
VNQ VANGUARD INDEX FDS 0.0%
Value $322K Shares 3,644 Est. Cost $89.28 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $321K Shares 8,435 Est. Cost $33.79 Unrealized
CI THE CIGNA GROUP 0.0%
Value $320K Shares 1,163 Est. Cost $310.96 Unrealized -10.2%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $318K Shares 6,403 Est. Cost $55.08 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $316K Shares 2,739 Est. Cost $110.76 Unrealized +6.3%
MSTR STRATEGY INC 0.0%
Value $315K Shares 2,075 Est. Cost $230.22 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value $314K Shares 2,557 Est. Cost $131.16 Unrealized -1.9%
PYPL PAYPAL HLDGS INC 0.0%
Value $313K Shares 5,362 Est. Cost $78.67 Unrealized -17.6%
XMTR XOMETRY INC 0.0%
Value $307K Shares 5,170 Est. Cost $43.39 Unrealized +29.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $306K Shares 9,384 Est. Cost $27.35 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $306K Shares 1,371 Est. Cost $227.30 Unrealized 0.0%
DDFS INNOVATOR ETFS TRUST 0.0%
Value $306K Shares 14,423 Est. Cost $21.19 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $305K Shares 9,355 Est. Cost $25.37 Unrealized
UMAY INNOVATOR ETFS TRUST 0.0%
Value $303K Shares 8,292 Est. Cost $36.57 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $298K Shares 1,112 Est. Cost $338.73 Unrealized -25.0%
TTC TORO CO 0.0%
Value $294K Shares 3,740 Est. Cost $73.92 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $292K Shares 332 Est. Cost $592.11 Unrealized +37.4%
BDX BECTON DICKINSON & CO 0.0%
Value $290K Shares 1,492 Est. Cost $184.06 Unrealized +3.0%
KLAC KLA CORP 0.0%
Value $284K Shares 234 Est. Cost $714.90 Unrealized +63.9%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value $282K Shares 3,424 Est. Cost $70.31 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value $280K Shares 2,508 Est. Cost $96.92 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $280K Shares 7,400 Est. Cost $33.73 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.0%
Value $279K Shares 10,385 Est. Cost $26.84 Unrealized
ADBE ADOBE INC 0.0%
Value $276K Shares 788 Est. Cost $340.09 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $270K Shares 859 Est. Cost $300.56 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value $269K Shares 1,511 Est. Cost $170.79 Unrealized 0.0%
AOS SMITH A O CORP 0.0%
Value $268K Shares 4,011 Est. Cost $67.45 Unrealized 0.0%
FUL FULLER H B CO 0.0%
Value $268K Shares 4,508 Est. Cost $58.51 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value $268K Shares 1,510 Est. Cost $120.71 Unrealized +37.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $267K Shares 460 Est. Cost $625.13 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value $262K Shares 5,607 Est. Cost $43.65 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value $260K Shares 617 Est. Cost $320.76 Unrealized +36.9%
PDEC INNOVATOR ETFS TRUST 0.0%
Value $259K Shares 5,966 Est. Cost $43.38 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value $258K Shares 5,730 Est. Cost $44.94 Unrealized
DUOL DUOLINGO INC 0.0%
Value $251K Shares 1,431 Est. Cost $313.41 Unrealized -24.8%
EXPO EXPONENT INC 0.0%
Value $250K Shares 3,595 Est. Cost $70.04 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $248K Shares 14,322 Est. Cost $15.69 Unrealized +3.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $244K Shares 1,622 Est. Cost $170.43 Unrealized -13.7%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $244K Shares 695 Est. Cost $336.70 Unrealized 0.0%
DDFO INNOVATOR ETFS TRUST 0.0%
Value $243K Shares 11,255 Est. Cost $21.62 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $242K Shares 1,078 Est. Cost $186.05 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $242K Shares 4,245 Est. Cost $51.38 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $242K Shares 1,191 Est. Cost $161.18 Unrealized +15.1%
UNP UNION PAC CORP 0.0%
Value $241K Shares 1,042 Est. Cost $230.22 Unrealized -1.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $241K Shares 930 Est. Cost $288.06 Unrealized -8.3%
AXON AXON ENTERPRISE INC 0.0%
Value $239K Shares 420 Est. Cost $543.94 Unrealized +14.1%
IXUS ISHARES TR 0.0%
Value $237K Shares 2,799 Est. Cost $66.45 Unrealized
XYZ BLOCK INC 0.0%
Value $237K Shares 3,635 Est. Cost $58.18 Unrealized +18.6%
PNOV INNOVATOR ETFS TRUST 0.0%
Value $236K Shares 5,642 Est. Cost $41.78 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $231K Shares 474 Est. Cost $488.31 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value $230K Shares 1,309 Est. Cost $180.30 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $228K Shares 1,955 Est. Cost $103.64 Unrealized 0.0%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $225K Shares 3,035 Est. Cost $66.87 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $225K Shares 1,385 Est. Cost $148.83 Unrealized +25.2%
HRL HORMEL FOODS CORP 0.0%
Value $225K Shares 9,489 Est. Cost $23.30 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value $224K Shares 209 Est. Cost $1069.86 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $220K Shares 389 Est. Cost $532.37 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value $218K Shares 1,825 Est. Cost $119.44 Unrealized
NU NU HLDGS LTD 0.0%
Value $218K Shares 12,996 Est. Cost $11.82 Unrealized +36.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $217K Shares 4,649 Est. Cost $44.69 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $217K Shares 2,531 Est. Cost $79.68 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value $210K Shares 428 Est. Cost $518.64 Unrealized -8.6%
IDA IDACORP INC 0.0%
Value $209K Shares 1,653 Est. Cost $124.14 Unrealized +4.8%
CNP CENTERPOINT ENERGY INC 0.0%
Value $206K Shares 5,368 Est. Cost $29.96 Unrealized +29.7%
POCT INNOVATOR ETFS TRUST 0.0%
Value $203K Shares 4,630 Est. Cost $43.92 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $203K Shares 4,117 Est. Cost $49.19 Unrealized
DDFL INNOVATOR ETFS TRUST 0.0%
Value $202K Shares 9,826 Est. Cost $20.55 Unrealized
IWP ISHARES TR 0.0%
Value $201K Shares 1,467 Est. Cost $136.93 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $201K Shares 266 Est. Cost $753.86 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $195K Shares 22,227 Est. Cost $7.88 Unrealized 0.0%
DDFD INNOVATOR ETFS TRUST 0.0%
Value $192K Shares 10,020 Est. Cost $19.15 Unrealized
RLAY RELAY THERAPEUTICS INC 0.0%
Value $136K Shares 16,123 Est. Cost $7.14 Unrealized 0.0%
WT WISDOMTREE INC 0.0%
Value $126K Shares 10,334 Est. Cost $12.08 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.0%
Value $97,143 Shares 12,918 Est. Cost $9.41 Unrealized 0.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $84,234 Shares 20,595 Est. Cost $4.95 Unrealized 0.0%
ABSI ABSCI CORPORATION 0.0%
Value $42,707 Shares 12,237 Est. Cost $3.64 Unrealized 0.0%
AUR AURORA INNOVATION INC 0.0%
Value $39,759 Shares 10,354 Est. Cost $6.26 Unrealized -26.9%
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value $34,265 Shares 10,019 Est. Cost $4.46 Unrealized 0.0%
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value $27,555 Shares 16,500 Est. Cost $0.73 Unrealized +135.5%