AdvisorNet Financial, Inc Diversified Active

CIK: 0001409362 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 20, 2026

Total Value ($000): $1,877,872 (100.0% shares, 0.0% debt)

Holdings (2,235)

New Positions (150)

REM ISHARES MORTGAGE REAL ESTATE ETF 0.3%
Value ($000) $6,252 Shares 281,893 Est. Cost $22.18 Unrealized
FTMN FRANKLIN MINNESOTA MUNICIPAL INCOME ETF 0.2%
Value ($000) $3,694 Shares 417,829 Est. Cost $8.84 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.2%
Value ($000) $3,394 Shares 40,010 Est. Cost $84.83 Unrealized
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 0.2%
Value ($000) $3,244 Shares 65,062 Est. Cost $49.86 Unrealized
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $736 Shares 25,633 Est. Cost $28.70 Unrealized
HFSI HARTFORD STRATEGIC INCOME ETF 0.0%
Value ($000) $665 Shares 18,750 Est. Cost $35.48 Unrealized
BITQ BITWISE CRYPTO INDUSTRY INNOVATORS ETF 0.0%
Value ($000) $644 Shares 32,313 Est. Cost $19.93 Unrealized
KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $513 Shares 18,003 Est. Cost $28.47 Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value ($000) $433 Shares 6,603 Est. Cost $65.51 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $402 Shares 6,139 Est. Cost $63.23 Unrealized 0.0%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $267 Shares 4,089 Est. Cost $65.40 Unrealized
RAUS RACWI US ETF 0.0%
Value ($000) $241 Shares 9,134 Est. Cost $26.41 Unrealized
BSOL BITWISE SOLANA STAKING ETF 0.0%
Value ($000) $228 Shares 13,911 Est. Cost $16.40 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $135 Shares 1,654 Est. Cost $84.91 Unrealized 0.0%
FYEE FIDELITY YIELD ENHANCED EQUITY ETF 0.0%
Value ($000) $126 Shares 4,400 Est. Cost $28.68 Unrealized
IDR IDAHO STRATEGIC RESOURCES COM NEW 0.0%
Value ($000) $121 Shares 3,000 Est. Cost $38.21 Unrealized 0.0%
XRPC CANARY XRP ETF 0.0%
Value ($000) $119 Shares 6,133 Est. Cost $19.45 Unrealized
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value ($000) $115 Shares 5,450 Est. Cost $21.10 Unrealized
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 0.0%
Value ($000) $112 Shares 5,050 Est. Cost $22.12 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $111 Shares 1,321 Est. Cost $79.64 Unrealized 0.0%
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $100 Shares 2,201 Est. Cost $45.31 Unrealized
TCAL T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF 0.0%
Value ($000) $92 Shares 3,900 Est. Cost $23.57 Unrealized
IDEC INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER 0.0%
Value ($000) $70 Shares 2,171 Est. Cost $32.29 Unrealized
EIC EAGLE POINT INCOME COMPANY INC COM 0.0%
Value ($000) $66 Shares 5,804 Est. Cost $11.41 Unrealized
RH RH COM 0.0%
Value ($000) $61 Shares 340 Est. Cost $171.01 Unrealized 0.0%
MGNI MAGNITE INC COM 0.0%
Value ($000) $57 Shares 3,500 Est. Cost $16.60 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value ($000) $48 Shares 1,400 Est. Cost $32.13 Unrealized 0.0%
INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 0.0%
Value ($000) $40 Shares 1,663 Est. Cost $24.04 Unrealized
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU 0.0%
Value ($000) $36 Shares 2,160 Est. Cost $16.84 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $36 Shares 601 Est. Cost $54.27 Unrealized 0.0%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $35 Shares 900 Est. Cost $39.02 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $35 Shares 714 Est. Cost $47.08 Unrealized 0.0%
XRPZ FRANKLIN XRP ETF 0.0%
Value ($000) $33 Shares 1,650 Est. Cost $19.91 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value ($000) $32 Shares 750 Est. Cost $42.99 Unrealized
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $31 Shares 304 Est. Cost $103.61 Unrealized
SOURCE CAPITAL COM SHS OF BEN I 0.0%
Value ($000) $31 Shares 669 Est. Cost $45.76 Unrealized
MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $24 Shares 805 Est. Cost $29.61 Unrealized
CGIB CAPITAL GROUP INTERNATIONAL BOND ETF (USD-HEDGED) 0.0%
Value ($000) $20 Shares 804 Est. Cost $25.37 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $20 Shares 192 Est. Cost $103.17 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $19 Shares 128 Est. Cost $135.97 Unrealized 0.0%
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $52.87 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.0%
Value ($000) $18 Shares 1,233 Est. Cost $15.00 Unrealized
ATFV ALGER 35 ETF 0.0%
Value ($000) $17 Shares 490 Est. Cost $34.87 Unrealized
AMLP ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $15 Shares 316 Est. Cost $47.02 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value ($000) $14 Shares 174 Est. Cost $79.61 Unrealized
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.0%
Value ($000) $13 Shares 385 Est. Cost $32.49 Unrealized 0.0%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.98 Unrealized
GTOP GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES ETF 0.0%
Value ($000) $13 Shares 331 Est. Cost $39.51 Unrealized
EWC ISHARES MSCI CANADA INDEX 0.0%
Value ($000) $13 Shares 240 Est. Cost $53.93 Unrealized
COMP COMPASS INC CL A 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $9.12 Unrealized 0.0%
BRZE BRAZE INC COM CL A 0.0%
Value ($000) $12 Shares 350 Est. Cost $29.63 Unrealized 0.0%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $11 Shares 151 Est. Cost $71.77 Unrealized
KFY KORN FERRY COM NEW 0.0%
Value ($000) $11 Shares 161 Est. Cost $66.87 Unrealized 0.0%
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.0%
Value ($000) $11 Shares 268 Est. Cost $39.41 Unrealized
MINN MAIRS & POWER MINNESOTA MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 453 Est. Cost $22.53 Unrealized
RAL RALLIANT CORP COM 0.0%
Value ($000) $10 Shares 199 Est. Cost $46.87 Unrealized 0.0%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 850 Est. Cost $13.06 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $113.33 Unrealized -4.5%
VEXC VANGUARD EMERGING MARKETS EX-CHINA ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $79.67 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $10 Shares 391 Est. Cost $25.45 Unrealized
CTS CTS CORP COM 0.0%
Value ($000) $10 Shares 228 Est. Cost $41.90 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.14 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value ($000) $10 Shares 106 Est. Cost $89.76 Unrealized
HBR CANARY HBAR ETF 0.0%
Value ($000) $9 Shares 635 Est. Cost $14.63 Unrealized
ING ING GROEP NV ADR 0.0%
Value ($000) $9 Shares 323 Est. Cost $28.00 Unrealized
INVA INNOVIVA INC COM 0.0%
Value ($000) $9 Shares 450 Est. Cost $19.53 Unrealized 0.0%
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $8 Shares 201 Est. Cost $42.09 Unrealized
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $8 Shares 113 Est. Cost $74.26 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPORT COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $11.39 Unrealized 0.0%
CLB CORE LABORATORIES INC COM 0.0%
Value ($000) $7 Shares 466 Est. Cost $14.87 Unrealized 0.0%
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.97 Unrealized 0.0%
UTL UNITIL CORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $48.66 Unrealized 0.0%
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $7 Shares 1,368 Est. Cost $5.30 Unrealized
UXOC FT VEST U.S. EQUITY UNCAPPED ACCELERATOR ETF - OCTOBER 0.0%
Value ($000) $7 Shares 201 Est. Cost $35.54 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $7 Shares 433 Est. Cost $15.68 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $6 Shares 44 Est. Cost $153.78 Unrealized 0.0%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $6 Shares 468 Est. Cost $15.35 Unrealized 0.0%
PEBO PEOPLES BANCORP INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.71 Unrealized 0.0%
ATKR ATKORE INC COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $64.69 Unrealized 0.0%
NIKL SPROTT NICKEL MINERS ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.73 Unrealized
PLMR PALOMAR HLDGS INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $122.07 Unrealized 0.0%
EZET FRANKLIN ETHEREUM ETF 0.0%
Value ($000) $5 Shares 201 Est. Cost $22.52 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value ($000) $4 Shares 402 Est. Cost $15.98 Unrealized 0.0%
PIMCO INCOME STRATEGY FD COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.43 Unrealized
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $4 Shares 110 Est. Cost $37.94 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $4 Shares 116 Est. Cost $37.75 Unrealized 0.0%
SMMT SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 228 Est. Cost $18.81 Unrealized 0.0%
FNLC FIRST BANCORP INC ME COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.42 Unrealized 0.0%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $4 Shares 66 Est. Cost $78.23 Unrealized 0.0%
TLRY TILRAY BRANDS INC COM 0.0%
Value ($000) $3 Shares 358 Est. Cost $12.20 Unrealized 0.0%
FTMH FRANKLIN MUNICIPAL HIGH YIELD ETF 0.0%
Value ($000) $3 Shares 232 Est. Cost $11.57 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.69 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $2 Shares 285 Est. Cost $7.53 Unrealized 0.0%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $2 Shares 55 Est. Cost $44.85 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.11 Unrealized 0.0%
NB NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $2 Shares 426 Est. Cost $6.88 Unrealized 0.0%
DDIV FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $41.35 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $58.77 Unrealized
FXG FIRST TRUST CONSUMER ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.11 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $2 Shares 25 Est. Cost $65.88 Unrealized
XXI TWENTY ONE CAP INC COM SHS CL A 0.0%
Value ($000) $2 Shares 177 Est. Cost $15.87 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $298.40 Unrealized
MSTU T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $1 Shares 175 Est. Cost $8.31 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $70.79 Unrealized 0.0%
FNB F N B CORP COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $16.27 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $156.92 Unrealized 0.0%
AREC AMERICAN RES CORP CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.33 Unrealized 0.0%
ATR APTARGROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $122.95 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.64 Unrealized 0.0%
USAS AMERICAS GOLD AND SILVER CORP COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.50 Unrealized 0.0%
MNSO MINISO GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 52 Est. Cost $18.75 Unrealized
HSAI HESAI GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 41 Est. Cost $22.39 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.15 Unrealized 0.0%
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.91 Unrealized 0.0%
FRMI FERMI INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.51 Unrealized 0.0%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.93 Unrealized 0.0%
LINE LINEAGE INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.00 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value ($000) $1 Shares 733 Est. Cost $0.90 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $54.85 Unrealized 0.0%
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $38.19 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $25.32 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.76 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.03 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.48 Unrealized 0.0%
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value ($000) $0 Shares 733 Est. Cost $0.52 Unrealized
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $12.62 Unrealized 0.0%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.86 Unrealized 0.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.37 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.87 Unrealized 0.0%
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value ($000) $0 Shares 733 Est. Cost $0.40 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $0 Shares 87 Est. Cost $4.68 Unrealized 0.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.56 Unrealized 0.0%
FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $15.69 Unrealized
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.20 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.07 Unrealized 0.0%
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.03 Unrealized 0.0%
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.49 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.98 Unrealized 0.0%
AD ARRAY DIGITAL INFRASTRUCTURE I COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.94 Unrealized 0.0%
ABTC AMERICAN BITCOIN CORP. COM CL A 0.0%
Value ($000) $0 Shares 62 Est. Cost $4.17 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.09 Unrealized 0.0%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.77 Unrealized 0.0%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.48 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.72 Unrealized 0.0%
SARO STANDARDAERO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $27.23 Unrealized 0.0%
TWNPQ TWIN HOSPITALITY GROUP INC SHS CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.70 Unrealized 0.0%
UNITI GROUP LLC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.00 Unrealized
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.00 Unrealized
DDD 3D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.43 Unrealized 0.0%
PAVM PAVMED INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.41 Unrealized 0.0%

Increased Positions (775)

SOXX ISHARES SEMICONDUCTOR ETF 0.4%
Value ($000) $7,432 (+10322.5%) Shares 24,678 (+9283.3%) Est. Cost $300.71 Unrealized
IVV ISHARES S&P 500 INDEX 4.9%
Value ($000) $92,481 (+7.2%) Shares 135,021 (+4.7%) Est. Cost $560.76 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.5%
Value ($000) $8,936 (+121.2%) Shares 232,963 (+130.1%) Est. Cost $43.17 Unrealized -8.8%
PAAA PGIM AAA CLO ETF 0.7%
Value ($000) $13,226 (+53.5%) Shares 258,014 (+54.3%) Est. Cost $51.41 Unrealized
VUG VANGUARD GROWTH ETF 1.3%
Value ($000) $24,312 (+14.9%) Shares 49,833 (+13.0%) Est. Cost $307.65 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 1.3%
Value ($000) $24,069 (+14.9%) Shares 528,175 (+7.7%) Est. Cost $38.48 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 2.0%
Value ($000) $37,547 (+8.9%) Shares 742,191 (+9.2%) Est. Cost $50.53 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.3%
Value ($000) $5,466 (+121.9%) Shares 108,239 (+121.8%) Est. Cost $50.28 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.1%
Value ($000) $20,655 (+16.3%) Shares 312,949 (+15.0%) Est. Cost $76.38 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $3,454 (+308.5%) Shares 129,478 (+310.9%) Est. Cost $26.69 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $32,599 (+8.7%) Shares 119,911 (+1.8%) Est. Cost $116.13 Unrealized +131.1%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 2.0%
Value ($000) $37,932 (+6.9%) Shares 1,100,743 (+1.8%) Est. Cost $26.18 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 1.1%
Value ($000) $20,196 (+11.6%) Shares 244,863 (+8.5%) Est. Cost $77.50 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.9%
Value ($000) $17,817 (+13.0%) Shares 222,100 (+10.3%) Est. Cost $65.72 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $29,610 (+7.4%) Shares 473,984 (+3.0%) Est. Cost $51.24 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 1.2%
Value ($000) $21,644 (+10.3%) Shares 2,300,059 (+10.0%) Est. Cost $9.35 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.3%
Value ($000) $6,451 (+43.7%) Shares 485,021 (+52.0%) Est. Cost $13.84 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.3%
Value ($000) $6,559 (+41.8%) Shares 76,090 (+42.8%) Est. Cost $85.99 Unrealized
CEFS SABA CLOSED END FUNDS ETF 0.3%
Value ($000) $6,353 (+43.7%) Shares 275,727 (+42.0%) Est. Cost $22.22 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 2.3%
Value ($000) $43,110 (+4.5%) Shares 921,164 (+2.2%) Est. Cost $35.82 Unrealized
MSFT MICROSOFT 1.6%
Value ($000) $30,231 (-5.6%) Shares 62,510 (+1.1%) Est. Cost $142.06 Unrealized +252.4%
BND VANGUARD TOTAL BOND MARKET ETF 1.3%
Value ($000) $24,731 (+7.7%) Shares 333,884 (+8.1%) Est. Cost $74.16 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.9%
Value ($000) $16,680 (+11.8%) Shares 422,823 (+3.5%) Est. Cost $30.92 Unrealized
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 0.3%
Value ($000) $6,373 (+36.2%) Shares 295,733 (+37.2%) Est. Cost $21.35 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $10,696 (+18.7%) Shares 111,379 (+15.4%) Est. Cost $85.61 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.1%
Value ($000) $2,054 (+318.3%) Shares 77,431 (+308.3%) Est. Cost $26.38 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.4%
Value ($000) $25,831 (+6.4%) Shares 77,046 (+4.2%) Est. Cost $217.98 Unrealized
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.3%
Value ($000) $6,278 (+32.2%) Shares 298,955 (+31.7%) Est. Cost $20.86 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.5%
Value ($000) $8,987 (+20.5%) Shares 76,339 (+21.1%) Est. Cost $103.02 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,070 (+278.8%) Shares 13,344 (+276.6%) Est. Cost $142.96 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.7%
Value ($000) $12,953 (+13.1%) Shares 116,735 (+12.6%) Est. Cost $103.74 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $2,506 (+125.7%) Shares 49,187 (+126.2%) Est. Cost $50.92 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $20,498 (+7.2%) Shares 30,060 (+4.8%) Est. Cost $425.65 Unrealized
VO VANGUARD MID CAP 0.9%
Value ($000) $17,260 (+8.3%) Shares 59,473 (+9.6%) Est. Cost $269.40 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ETF 0.3%
Value ($000) $5,951 (+27.5%) Shares 124,765 (+28.7%) Est. Cost $48.27 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.2%
Value ($000) $21,713 (+6.1%) Shares 403,887 (+7.0%) Est. Cost $45.50 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 1.1%
Value ($000) $21,475 (+6.0%) Shares 649,188 (+2.7%) Est. Cost $24.50 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.7%
Value ($000) $31,565 (+3.8%) Shares 1,068,173 (+4.1%) Est. Cost $24.96 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.9%
Value ($000) $16,317 (+7.5%) Shares 285,063 (+7.2%) Est. Cost $57.04 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,338 (+411.1%) Shares 21,527 (+394.1%) Est. Cost $64.38 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,879 (+121.7%) Shares 8,548 (+117.7%) Est. Cost $197.70 Unrealized
CGCB CAPITAL GROUP CORE BOND ETF 0.1%
Value ($000) $1,683 (+153.1%) Shares 63,479 (+153.7%) Est. Cost $26.51 Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.1%
Value ($000) $1,928 (+103.6%) Shares 77,507 (+102.8%) Est. Cost $24.66 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $13,665 (+7.7%) Shares 59,203 (+2.5%) Est. Cost $164.26 Unrealized +39.3%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $1,890 (+106.1%) Shares 35,735 (+106.7%) Est. Cost $52.78 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $3,096 (+44.5%) Shares 34,613 (+41.0%) Est. Cost $71.62 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.3%
Value ($000) $5,646 (+20.0%) Shares 241,859 (+21.3%) Est. Cost $23.55 Unrealized
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.2%
Value ($000) $2,973 (+46.2%) Shares 122,175 (+46.0%) Est. Cost $24.18 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.2%
Value ($000) $23,022 (+4.2%) Shares 517,700 (+3.0%) Est. Cost $34.59 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.3%
Value ($000) $5,697 (+19.2%) Shares 133,858 (+19.8%) Est. Cost $42.05 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.2%
Value ($000) $3,189 (+39.0%) Shares 9,027 (+29.5%) Est. Cost $239.74 Unrealized +51.5%
META META PLATFORMS INC CL A 0.6%
Value ($000) $10,389 (-7.9%) Shares 15,739 (+2.5%) Est. Cost $265.37 Unrealized +151.5%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $2,591 (+46.9%) Shares 2,411 (+4.3%) Est. Cost $267.96 Unrealized +256.6%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $10,413 (+8.2%) Shares 86,532 (+1.4%) Est. Cost $56.13 Unrealized +105.8%
SLV ISHARES SILVER TRUST ETF 0.1%
Value ($000) $1,007 (+300.2%) Shares 15,631 (+163.2%) Est. Cost $50.88 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $828 (+951.0%) Shares 17,114 (+951.2%) Est. Cost $48.87 Unrealized
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $9,731 (+8.3%) Shares 37,724 (+6.7%) Est. Cost $232.59 Unrealized
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $16,933 (+4.5%) Shares 27,001 (+2.0%) Est. Cost $477.40 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $6,443 (+12.7%) Shares 7,472 (+20.9%) Est. Cost $555.93 Unrealized +62.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $4,203 (+20.6%) Shares 55,714 (+17.5%) Est. Cost $63.69 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,315 (+120.3%) Shares 30,808 (+350.1%) Est. Cost $48.16 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,681 (-29.7%) Shares 8,623 (+1.4%) Est. Cost $125.14 Unrealized +90.2%
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.1%
Value ($000) $1,132 (+151.1%) Shares 37,141 (+148.0%) Est. Cost $29.80 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.8%
Value ($000) $33,118 (+2.0%) Shares 331,574 (+2.4%) Est. Cost $99.64 Unrealized
FBCV FIDELITY BLUE CHIP VALUE ETF 0.1%
Value ($000) $940 (+236.9%) Shares 26,350 (+221.9%) Est. Cost $34.98 Unrealized
QQQ Invesco QQQ Trust 0.8%
Value ($000) $14,653 (+4.7%) Shares 23,853 (+2.3%) Est. Cost $344.17 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $738 (+769.2%) Shares 17,674 (+754.2%) Est. Cost $40.85 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,892 (+50.0%) Shares 2,895 (+41.2%) Est. Cost $317.18 Unrealized +92.0%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $736 (+534.7%) Shares 6,166 (+543.6%) Est. Cost $115.18 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.3%
Value ($000) $5,180 (+13.5%) Shares 35,067 (+34.1%) Est. Cost $110.76 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.9%
Value ($000) $16,876 (+3.7%) Shares 153,207 (+4.0%) Est. Cost $110.42 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.6%
Value ($000) $10,619 (+5.9%) Shares 322,866 (+2.5%) Est. Cost $30.04 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $653 (+749.0%) Shares 3,375 (+503.8%) Est. Cost $159.65 Unrealized +7.4%
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value ($000) $695 (+423.0%) Shares 12,004 (+413.0%) Est. Cost $55.29 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.2%
Value ($000) $3,277 (+19.4%) Shares 119,687 (+19.0%) Est. Cost $27.08 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $934 (+127.3%) Shares 28,290 (+103.9%) Est. Cost $29.74 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.4%
Value ($000) $6,734 (+8.3%) Shares 118,781 (+6.4%) Est. Cost $40.19 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.3%
Value ($000) $6,311 (+8.7%) Shares 173,464 (+8.0%) Est. Cost $32.68 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.1%
Value ($000) $1,653 (+43.0%) Shares 46,780 (+40.5%) Est. Cost $33.11 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.3%
Value ($000) $4,805 (+11.2%) Shares 41,963 (+7.5%) Est. Cost $88.63 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $3,171 (+17.8%) Shares 15,322 (+5.5%) Est. Cost $130.64 Unrealized +50.8%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.6%
Value ($000) $11,073 (+4.4%) Shares 118,958 (+4.7%) Est. Cost $93.62 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $2,126 (+28.0%) Shares 39,418 (+7.0%) Est. Cost $47.28 Unrealized +0.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2,687 (+20.8%) Shares 99,858 (+18.2%) Est. Cost $34.96 Unrealized
INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER 0.0%
Value ($000) $488 (+1315.5%) Shares 14,125 (+1266.1%) Est. Cost $34.11 Unrealized
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 0.1%
Value ($000) $2,677 (+20.4%) Shares 53,037 (+20.9%) Est. Cost $50.23 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $6,923 (+7.0%) Shares 102,996 (+4.9%) Est. Cost $58.00 Unrealized
AES AES CORP COM 0.1%
Value ($000) $1,699 (+31.7%) Shares 118,491 (+20.9%) Est. Cost $14.30 Unrealized -1.9%
NFLX NETFLIX COM INC 0.1%
Value ($000) $1,340 (-23.1%) Shares 14,291 (+882.9%) Est. Cost $103.26 Unrealized +4.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $2,130 (+23.2%) Shares 23,167 (+2.9%) Est. Cost $70.01 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.1%
Value ($000) $1,773 (-18.2%) Shares 14,846 (+64.2%) Est. Cost $168.76 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $2,713 (+16.1%) Shares 70,770 (+17.5%) Est. Cost $35.77 Unrealized +8.6%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $3,756 (+11.1%) Shares 44,381 (+8.4%) Est. Cost $63.52 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $3,663 (+11.1%) Shares 32,882 (+2.8%) Est. Cost $63.21 Unrealized +69.6%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.4%
Value ($000) $7,857 (+4.6%) Shares 131,110 (+4.8%) Est. Cost $58.76 Unrealized
JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF 0.2%
Value ($000) $2,935 (+13.4%) Shares 58,405 (+13.9%) Est. Cost $50.33 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.3%
Value ($000) $5,500 (+6.7%) Shares 182,913 (+5.2%) Est. Cost $28.91 Unrealized
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $356 (+1246.3%) Shares 10,214 (+1219.6%) Est. Cost $34.24 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,759 (+20.2%) Shares 5,374 (+3.7%) Est. Cost $242.61 Unrealized +30.2%
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value ($000) $2,577 (+12.8%) Shares 50,940 (+13.2%) Est. Cost $50.73 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $1,993 (-12.5%) Shares 5,793 (+3.1%) Est. Cost $266.02 Unrealized +37.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $3,022 (+10.1%) Shares 12,275 (+8.2%) Est. Cost $186.57 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $1,893 (+16.1%) Shares 42,274 (+18.8%) Est. Cost $41.28 Unrealized +10.8%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,823 (+16.7%) Shares 22,309 (+40.0%) Est. Cost $69.64 Unrealized +29.3%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $6,475 (+4.1%) Shares 70,853 (+4.5%) Est. Cost $91.66 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $269 (+1113.1%) Shares 3,387 (+1928.1%) Est. Cost $106.11 Unrealized -2.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $510 (+91.2%) Shares 676 (+89.4%) Est. Cost $595.05 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $1,932 (+13.4%) Shares 50,550 (+11.9%) Est. Cost $33.19 Unrealized
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value ($000) $762 (-22.6%) Shares 27,168 (+8.1%) Est. Cost $23.59 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $2,112 (+11.3%) Shares 30,405 (+7.8%) Est. Cost $55.70 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,372 (+18.2%) Shares 17,813 (+5.0%) Est. Cost $41.22 Unrealized +79.0%
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.2%
Value ($000) $2,899 (+7.6%) Shares 50,054 (+6.3%) Est. Cost $53.50 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $922 (+27.7%) Shares 21,264 (+23.7%) Est. Cost $35.93 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $284 (+196.1%) Shares 6,339 (+305.8%) Est. Cost $44.56 Unrealized +25.8%
FN FABRINET SHS 0.0%
Value ($000) $709 (+36.0%) Shares 1,558 (+9.0%) Est. Cost $168.65 Unrealized +157.9%
STRV STRIVE 500 ETF 0.0%
Value ($000) $224 (+509.9%) Shares 5,080 (+497.6%) Est. Cost $43.94 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,425 (+15.0%) Shares 1,621 (+4.2%) Est. Cost $485.91 Unrealized +67.4%
DES WISDOMTREE SMALLCAP DIVIDEND 0.1%
Value ($000) $2,749 (+7.2%) Shares 82,183 (+7.9%) Est. Cost $32.41 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $3,826 (+5.0%) Shares 23,896 (+1.8%) Est. Cost $131.81 Unrealized +23.8%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $1,869 (+10.8%) Shares 23,593 (+15.6%) Est. Cost $94.31 Unrealized -16.3%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $914 (+23.9%) Shares 19,302 (+24.4%) Est. Cost $46.85 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value ($000) $343 (+105.3%) Shares 1,841 (+57.4%) Est. Cost $155.11 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $196 (+808.4%) Shares 4,527 (+928.9%) Est. Cost $46.58 Unrealized -4.6%
SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF 0.0%
Value ($000) $424 (+68.5%) Shares 7,600 (+33.9%) Est. Cost $39.79 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,028 (+19.4%) Shares 2,268 (+3.1%) Est. Cost $307.63 Unrealized +40.1%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.5%
Value ($000) $8,928 (+1.9%) Shares 234,763 (+1.2%) Est. Cost $33.96 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $498 (+49.0%) Shares 2,380 (+49.2%) Est. Cost $207.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $5,481 (+3.1%) Shares 10,905 (+3.1%) Est. Cost $278.38 Unrealized +78.7%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $2,171 (+8.0%) Shares 10,870 (+5.9%) Est. Cost $135.99 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value ($000) $390 (+69.1%) Shares 14,100 (+41.1%) Est. Cost $22.83 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,413 (+12.1%) Shares 17,602 (+5.4%) Est. Cost $63.86 Unrealized +29.2%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $2,030 (+7.9%) Shares 18,956 (+7.2%) Est. Cost $109.15 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $2,759 (+5.6%) Shares 9,962 (+4.3%) Est. Cost $176.27 Unrealized
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.0%
Value ($000) $827 (+21.5%) Shares 23,038 (+19.0%) Est. Cost $32.13 Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $160 (+941.4%) Shares 922 (+761.7%) Est. Cost $171.50 Unrealized +6.4%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.1%
Value ($000) $1,139 (+14.5%) Shares 13,274 (+2.0%) Est. Cost $46.05 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $2,046 (+7.6%) Shares 22,735 (+1.2%) Est. Cost $62.31 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $185 (+344.7%) Shares 1,838 (+443.8%) Est. Cost $113.33 Unrealized -4.5%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $2,319 (+6.5%) Shares 49,488 (+5.2%) Est. Cost $42.90 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $2,071 (-6.2%) Shares 1,028 (+8.8%) Est. Cost $1312.69 Unrealized +60.0%
V VISA INC 0.1%
Value ($000) $2,472 (+5.8%) Shares 7,050 (+3.0%) Est. Cost $196.61 Unrealized +73.1%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $2,526 (+5.6%) Shares 54,866 (+6.0%) Est. Cost $45.93 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $434 (+41.6%) Shares 12,834 (+33.7%) Est. Cost $31.93 Unrealized +1.6%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,134 (+12.7%) Shares 13,003 (+22.5%) Est. Cost $66.04 Unrealized +37.6%
NOW SERVICE NOW INC 0.0%
Value ($000) $103 (-55.2%) Shares 673 (+169.2%) Est. Cost $171.70 Unrealized -0.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $938 (+15.4%) Shares 5,281 (+3.3%) Est. Cost $88.25 Unrealized +88.6%
XYZ BLOCK INC CL A 0.0%
Value ($000) $177 (+239.6%) Shares 2,722 (+277.0%) Est. Cost $69.16 Unrealized -0.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $2,378 (+5.5%) Shares 53,547 (+1.6%) Est. Cost $34.87 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $905 (+15.4%) Shares 18,458 (+1.6%) Est. Cost $31.10 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $173 (+226.5%) Shares 2,553 (+114.7%) Est. Cost $50.51 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,938 (+6.4%) Shares 6,543 (+1.3%) Est. Cost $127.28 Unrealized +134.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,797 (+6.7%) Shares 8,475 (+3.9%) Est. Cost $146.26 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,045 (+11.7%) Shares 8,695 (+10.4%) Est. Cost $93.43 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $857 (+14.5%) Shares 6,079 (+11.8%) Est. Cost $105.93 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $1,045 (+11.1%) Shares 36,699 (+8.9%) Est. Cost $40.14 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,292 (-7.5%) Shares 22,400 (+6.0%) Est. Cost $38.78 Unrealized +53.1%
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $3,005 (+3.6%) Shares 15,688 (+2.6%) Est. Cost $159.56 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value ($000) $232 (+80.9%) Shares 4,288 (+81.2%) Est. Cost $54.00 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,161 (+9.7%) Shares 16,611 (+4.1%) Est. Cost $52.54 Unrealized +32.1%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $442 (+30.2%) Shares 9,650 (+4.3%) Est. Cost $16.71 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $607 (+19.5%) Shares 14,784 (+7.1%) Est. Cost $20.86 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.2%
Value ($000) $2,930 (+3.5%) Shares 23,763 (+1.2%) Est. Cost $107.86 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $3,228 (+3.1%) Shares 15,240 (+1.6%) Est. Cost $167.02 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value ($000) $230 (+68.0%) Shares 7,083 (+59.3%) Est. Cost $30.33 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,095 (+8.9%) Shares 19,912 (+2.2%) Est. Cost $33.16 Unrealized +58.8%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $165 (+119.6%) Shares 803 (+110.2%) Est. Cost $181.68 Unrealized +9.5%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $250 (+55.3%) Shares 133,767 (+6.3%) Est. Cost $2.45 Unrealized -21.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $504 (+21.2%) Shares 1,877 (+11.4%) Est. Cost $267.23 Unrealized -4.9%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $105 (+495.0%) Shares 520 (+622.2%) Est. Cost $201.52 Unrealized +7.5%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $619 (+16.5%) Shares 288 (+3.6%) Est. Cost $1208.95 Unrealized +67.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $845 (+11.4%) Shares 18,700 (+5.8%) Est. Cost $35.75 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $109 (+379.4%) Shares 1,285 (+372.4%) Est. Cost $81.06 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $290 (+42.2%) Shares 5,301 (+38.8%) Est. Cost $48.94 Unrealized
NDEC INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $114 (+310.4%) Shares 4,094 (+300.2%) Est. Cost $26.69 Unrealized
DGT STATE STREET SPDR GLOBAL DOW ETF 0.1%
Value ($000) $1,908 (+4.6%) Shares 11,446 (+1.5%) Est. Cost $123.26 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $235 (+55.2%) Shares 10,056 (+55.9%) Est. Cost $36.45 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $159 (+108.9%) Shares 8,124 (+108.7%) Est. Cost $19.51 Unrealized
APO APOLLO GLOBAL MGMT LLC COM NPV CL A SHS 0.0%
Value ($000) $124 (+196.4%) Shares 854 (+172.8%) Est. Cost $137.83 Unrealized -3.8%
GLW CORNING INC COM 0.0%
Value ($000) $581 (+16.4%) Shares 6,635 (+9.1%) Est. Cost $37.10 Unrealized +131.8%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $90 (+803.9%) Shares 1,079 (+1112.4%) Est. Cost $98.04 Unrealized +5.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,958 (-2.0%) Shares 8,183 (+1.2%) Est. Cost $293.06 Unrealized +62.5%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $3,064 (+2.7%) Shares 21,284 (+101.0%) Est. Cost $159.90 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $319 (+32.2%) Shares 2,532 (+32.2%) Est. Cost $123.02 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $121 (+168.9%) Shares 2,041 (+143.6%) Est. Cost $49.80 Unrealized +32.6%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $627 (+13.8%) Shares 11,883 (+14.8%) Est. Cost $52.98 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $155 (+92.7%) Shares 1,142 (+89.7%) Est. Cost $128.41 Unrealized
FLTB FIDELITY LIMITED TERM BOND ETF 0.0%
Value ($000) $89 (+459.2%) Shares 1,756 (+459.2%) Est. Cost $50.66 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $1,421 (+5.4%) Shares 37,078 (+4.6%) Est. Cost $35.95 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $312 (+30.1%) Shares 8,444 (+25.0%) Est. Cost $29.68 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $206 (+53.5%) Shares 4,300 (+54.2%) Est. Cost $47.44 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,938 (+3.8%) Shares 12,713 (+5.7%) Est. Cost $107.74 Unrealized +40.5%
MA MASTERCARD INC 0.2%
Value ($000) $2,856 (+2.5%) Shares 5,003 (+2.1%) Est. Cost $316.86 Unrealized +76.4%
TDG TRANSDIGM GROUP INC COM DELAWARE 0.1%
Value ($000) $1,140 (+6.5%) Shares 857 (+5.5%) Est. Cost $523.65 Unrealized +150.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $483 (+16.6%) Shares 1,665 (+12.3%) Est. Cost $152.48 Unrealized +84.0%
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $538 (+14.3%) Shares 3,365 (+11.4%) Est. Cost $139.04 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $672 (+11.0%) Shares 14,432 (+11.4%) Est. Cost $48.16 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $964 (+7.3%) Shares 2,985 (+6.3%) Est. Cost $234.13 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $722 (+9.8%) Shares 17,940 (+7.9%) Est. Cost $32.49 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $754 (+9.3%) Shares 17,158 (+7.2%) Est. Cost $32.77 Unrealized
TRUP TRUPANION INC COM 0.0%
Value ($000) $552 (-10.3%) Shares 14,760 (+3.9%) Est. Cost $28.59 Unrealized +37.4%
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,178 (+5.7%) Shares 42,836 (+8.8%) Est. Cost $24.32 Unrealized +10.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,262 (+5.0%) Shares 6,047 (+1.1%) Est. Cost $129.32 Unrealized +49.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $269 (+27.9%) Shares 728 (+14.8%) Est. Cost $229.80 Unrealized +55.3%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $236 (+33.1%) Shares 4,719 (+36.3%) Est. Cost $50.46 Unrealized
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 0.0%
Value ($000) $84 (+229.0%) Shares 1,019 (+233.0%) Est. Cost $75.53 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $812 (+7.6%) Shares 8,452 (+6.7%) Est. Cost $82.02 Unrealized +18.4%
METL SPROTT ACTIVE METALS & MINERS ETF 0.0%
Value ($000) $78 (+273.2%) Shares 3,090 (+225.3%) Est. Cost $24.27 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $404 (+16.3%) Shares 866 (+6.1%) Est. Cost $255.55 Unrealized +81.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $451 (+14.2%) Shares 9,429 (+20.5%) Est. Cost $34.21 Unrealized +37.7%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $377 (+17.5%) Shares 2,708 (+18.2%) Est. Cost $123.41 Unrealized
SETM SPROTT CRITICAL MATERIALS ETF 0.0%
Value ($000) $105 (+112.6%) Shares 3,630 (+84.7%) Est. Cost $26.89 Unrealized
IDU ISHARES DOW JONES US UTILITIES 0.0%
Value ($000) $178 (+44.9%) Shares 1,643 (+48.3%) Est. Cost $96.76 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $833 (+7.1%) Shares 11,124 (+5.2%) Est. Cost $67.67 Unrealized
QTPI NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $365 (+17.5%) Shares 14,220 (+17.0%) Est. Cost $25.61 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $436 (+14.2%) Shares 3,709 (+8.7%) Est. Cost $48.39 Unrealized +121.3%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,254 (+4.5%) Shares 13,586 (+1.2%) Est. Cost $84.39 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $101 (+111.2%) Shares 6,074 (+55.8%) Est. Cost $9.48 Unrealized +46.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,915 (+2.9%) Shares 83,159 (+3.3%) Est. Cost $23.59 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $309 (+20.7%) Shares 3,131 (+3.6%) Est. Cost $102.65 Unrealized -5.7%
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $460 (+13.0%) Shares 12,500 (+6.6%) Est. Cost $31.75 Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $56 (+1752.3%) Shares 6,215 (+3666.7%) Est. Cost $14.70 Unrealized +0.4%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $1,123 (+4.9%) Shares 10,527 (+2.7%) Est. Cost $61.33 Unrealized
CR CRANE COMPANY COMMON STOCK 0.1%
Value ($000) $1,129 (+4.9%) Shares 6,123 (+4.7%) Est. Cost $145.58 Unrealized +27.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $1,406 (-3.5%) Shares 19,036 (+5.3%) Est. Cost $49.97 Unrealized +56.7%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $280 (+22.3%) Shares 11,097 (+22.7%) Est. Cost $25.15 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 0.0%
Value ($000) $517 (+10.9%) Shares 2,408 (+8.1%) Est. Cost $117.83 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,526 (+3.5%) Shares 4,992 (+2.8%) Est. Cost $212.60 Unrealized +43.5%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,459 (+3.6%) Shares 6,386 (+5.0%) Est. Cost $129.58 Unrealized +75.6%
TBBB BBB FOODS INC CL A COM 0.0%
Value ($000) $206 (+31.7%) Shares 6,179 (+6.4%) Est. Cost $26.70 Unrealized +12.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $218 (+29.2%) Shares 958 (+40.1%) Est. Cost $184.99 Unrealized +14.8%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $69 (+249.8%) Shares 825 (+200.0%) Est. Cost $73.15 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $496 (+10.9%) Shares 4,398 (+1.9%) Est. Cost $85.28 Unrealized +24.9%
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $1,167 (+4.4%) Shares 26,876 (+2.1%) Est. Cost $34.86 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $581 (+9.1%) Shares 3,899 (+6.6%) Est. Cost $85.27 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $59 (+419.4%) Shares 2,500 (+244.8%) Est. Cost $19.49 Unrealized
AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 0.1%
Value ($000) $1,023 (-4.4%) Shares 60,329 (+16.0%) Est. Cost $16.55 Unrealized
T AT&T INC COM 0.0%
Value ($000) $774 (-5.7%) Shares 31,162 (+7.2%) Est. Cost $19.33 Unrealized +30.8%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $410 (+12.7%) Shares 2,109 (+36.2%) Est. Cost $186.47 Unrealized +12.6%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $262 (+20.9%) Shares 2,306 (+5.2%) Est. Cost $64.82 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $194 (+30.4%) Shares 849 (+12.9%) Est. Cost $212.63 Unrealized +3.3%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $54 (+539.6%) Shares 800 (+700.0%) Est. Cost $80.29 Unrealized +4.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $480 (+10.4%) Shares 3,348 (+9.8%) Est. Cost $123.26 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $312 (-12.6%) Shares 5,789 (+1.4%) Est. Cost $60.76 Unrealized -6.1%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $260 (+21.0%) Shares 3,009 (+19.0%) Est. Cost $76.47 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $389 (+12.8%) Shares 3,013 (+23.7%) Est. Cost $127.28 Unrealized +5.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $560 (+7.8%) Shares 5,873 (+10.4%) Est. Cost $61.73 Unrealized +58.8%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $70 (+139.1%) Shares 3,500 (+199.1%) Est. Cost $22.60 Unrealized -5.8%
ITRN ITURAN LOCATION AND CONTROL SHS 0.0%
Value ($000) $79 (+105.9%) Shares 1,830 (+71.0%) Est. Cost $37.33 Unrealized +5.1%
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $67 (+154.5%) Shares 2,669 (+154.4%) Est. Cost $28.91 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $41 (+7196.1%) Shares 634 (+6944.4%) Est. Cost $64.03 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $246 (+19.1%) Shares 5,978 (+3.3%) Est. Cost $67.86 Unrealized -44.8%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.0%
Value ($000) $443 (+9.8%) Shares 4,602 (+10.1%) Est. Cost $79.53 Unrealized
KKR KKR & CO LP 0.0%
Value ($000) $264 (+17.2%) Shares 2,070 (+19.5%) Est. Cost $133.24 Unrealized -6.7%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $802 (+5.0%) Shares 11,899 (+4.2%) Est. Cost $66.87 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $173 (+28.3%) Shares 558 (+7.7%) Est. Cost $184.49 Unrealized +54.6%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $382 (+10.9%) Shares 2,788 (+15.3%) Est. Cost $113.58 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $104 (+56.7%) Shares 943 (+58.5%) Est. Cost $111.04 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $1,039 (+3.7%) Shares 10,795 (+2.6%) Est. Cost $93.74 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $109 (+51.9%) Shares 4,619 (+53.6%) Est. Cost $23.37 Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $74 (+100.9%) Shares 1,141 (+96.4%) Est. Cost $59.61 Unrealized +4.1%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $119 (+45.4%) Shares 534 (+31.2%) Est. Cost $135.19 Unrealized +46.7%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $94 (+64.5%) Shares 1,393 (+37.5%) Est. Cost $59.37 Unrealized +2.4%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,122 (+3.4%) Shares 7,816 (+1.2%) Est. Cost $110.82 Unrealized +31.7%
INTC INTEL CORP COM 0.0%
Value ($000) $347 (+11.8%) Shares 9,412 (+1.6%) Est. Cost $39.64 Unrealized -4.8%
SGDM SPROTT GOLD MINERS ETF 0.0%
Value ($000) $294 (+13.8%) Shares 4,220 (+1.3%) Est. Cost $49.74 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $165 (+27.1%) Shares 1,940 (+16.0%) Est. Cost $83.78 Unrealized -2.0%
THYF T. ROWE PRICE U.S. HIGH YIELD ETF 0.0%
Value ($000) $812 (+4.5%) Shares 15,540 (+4.9%) Est. Cost $51.89 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $352 (-9.1%) Shares 4,572 (+2.0%) Est. Cost $96.91 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $105 (-24.6%) Shares 458 (+2.2%) Est. Cost $342.35 Unrealized -24.2%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $333 (+11.4%) Shares 950 (+2.7%) Est. Cost $331.86 Unrealized +1.5%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $350 (+10.7%) Shares 7,313 (+11.1%) Est. Cost $50.29 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $942 (+3.7%) Shares 37,835 (+6.1%) Est. Cost $28.76 Unrealized -13.0%
OEF ISHARES TR S&P 100 INDEX FUND 0.0%
Value ($000) $639 (+5.5%) Shares 1,863 (+2.5%) Est. Cost $259.12 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value ($000) $89 (+60.4%) Shares 1,100 (+63.4%) Est. Cost $83.98 Unrealized -4.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $373 (+9.7%) Shares 2,427 (+3.2%) Est. Cost $86.78 Unrealized +70.2%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $99 (+49.8%) Shares 2,722 (+46.5%) Est. Cost $28.50 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $96 (+50.1%) Shares 1,051 (+37.6%) Est. Cost $54.36 Unrealized +65.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $382 (+9.2%) Shares 3,804 (+9.6%) Est. Cost $100.40 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $47 (-40.7%) Shares 1,438 (+3.6%) Est. Cost $38.88 Unrealized +10.2%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $142 (+28.5%) Shares 3,788 (+29.8%) Est. Cost $37.81 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $145 (+27.4%) Shares 886 (+5.7%) Est. Cost $151.45 Unrealized -1.1%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $217 (+16.4%) Shares 4,933 (+28.6%) Est. Cost $45.60 Unrealized -4.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $48 (+177.5%) Shares 193 (+206.3%) Est. Cost $244.12 Unrealized +3.1%
PLTM GRANITESHARES PLATINUM TRUST 0.0%
Value ($000) $42 (+266.1%) Shares 2,114 (+180.4%) Est. Cost $18.08 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $335 (+9.9%) Shares 2,947 (+6.9%) Est. Cost $109.35 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $59 (+104.3%) Shares 452 (+127.1%) Est. Cost $125.19 Unrealized +10.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $252 (+13.5%) Shares 6,823 (+20.2%) Est. Cost $56.80 Unrealized -36.3%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $156 (+23.6%) Shares 5,650 (+24.1%) Est. Cost $27.46 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $98 (+43.5%) Shares 989 (+20.9%) Est. Cost $112.90 Unrealized -17.9%
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value ($000) $276 (+11.8%) Shares 10,835 (+11.0%) Est. Cost $25.30 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $148 (+23.9%) Shares 813 (+1.1%) Est. Cost $141.18 Unrealized +17.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $225 (+14.5%) Shares 274 (+7.9%) Est. Cost $582.13 Unrealized +40.1%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $889 (+3.3%) Shares 9,175 (+2.3%) Est. Cost $103.22 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $391 (-6.7%) Shares 3,708 (+1.3%) Est. Cost $82.19 Unrealized +34.2%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $83 (+51.2%) Shares 4,415 (+51.0%) Est. Cost $18.51 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $509 (+5.8%) Shares 7,093 (+1.8%) Est. Cost $63.86 Unrealized
AOR ISHARES GROWTH ALLOCATION ETF 0.0%
Value ($000) $726 (+3.9%) Shares 11,163 (+2.9%) Est. Cost $49.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $163 (+19.8%) Shares 1,180 (+16.9%) Est. Cost $198.89 Unrealized -31.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $572 (+4.9%) Shares 3,344 (+2.0%) Est. Cost $125.58 Unrealized +36.0%
CI CIGNA CORP 0.0%
Value ($000) $108 (+32.6%) Shares 392 (+39.0%) Est. Cost $240.29 Unrealized +16.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $289 (+9.9%) Shares 3,036 (+7.5%) Est. Cost $72.90 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $708 (-3.5%) Shares 24,383 (+26.4%) Est. Cost $48.56 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value ($000) $203 (+14.2%) Shares 2,549 (+14.5%) Est. Cost $79.00 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value ($000) $448 (+6.0%) Shares 7,362 (+3.2%) Est. Cost $47.58 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $84 (+42.5%) Shares 4,272 (+6.2%) Est. Cost $16.71 Unrealized -5.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $69 (+57.2%) Shares 5,532 (+25.0%) Est. Cost $11.33 Unrealized -5.4%
EXC EXELON CORP COM 0.1%
Value ($000) $1,177 (+2.1%) Shares 27,010 (+5.5%) Est. Cost $28.34 Unrealized +60.4%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $123 (+24.6%) Shares 4,940 (+27.6%) Est. Cost $25.25 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $521 (-4.4%) Shares 2,772 (+4.3%) Est. Cost $166.10 Unrealized +13.3%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $101 (+31.4%) Shares 3,563 (+14.4%) Est. Cost $23.50 Unrealized +11.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $200 (+13.5%) Shares 513 (+2.0%) Est. Cost $223.02 Unrealized +68.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $152 (-13.5%) Shares 875 (+2.0%) Est. Cost $148.28 Unrealized +23.5%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $323 (+7.9%) Shares 8,959 (+8.2%) Est. Cost $27.03 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $211 (+12.6%) Shares 348 (+1.8%) Est. Cost $380.11 Unrealized +44.6%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $179 (+15.2%) Shares 3,711 (+11.1%) Est. Cost $41.09 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $113 (+26.1%) Shares 713 (+3.2%) Est. Cost $199.22 Unrealized -28.7%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $26 (+730.1%) Shares 548 (+661.1%) Est. Cost $46.12 Unrealized +1.4%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $62 (+58.3%) Shares 769 (+57.3%) Est. Cost $69.03 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $268 (+9.3%) Shares 792 (+1.1%) Est. Cost $174.75 Unrealized +94.9%
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value ($000) $140 (+19.4%) Shares 975 (+1.0%) Est. Cost $59.71 Unrealized +122.3%
CPNG COUPANG INC CL A 0.0%
Value ($000) $75 (-23.3%) Shares 3,167 (+4.6%) Est. Cost $17.49 Unrealized +62.7%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $612 (+3.9%) Shares 13,689 (+107.5%) Est. Cost $66.08 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $188 (+13.6%) Shares 14,309 (+3.6%) Est. Cost $9.97 Unrealized +28.7%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $121 (-15.6%) Shares 16,130 (+7.5%) Est. Cost $8.06 Unrealized +16.8%
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 0.0%
Value ($000) $44 (+102.5%) Shares 210 (+96.3%) Est. Cost $189.93 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS INC COM 0.0%
Value ($000) $36 (+167.6%) Shares 954 (+97.1%) Est. Cost $33.78 Unrealized -2.7%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $316 (+7.6%) Shares 6,025 (+7.3%) Est. Cost $52.25 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $85 (+34.7%) Shares 2,269 (+19.7%) Est. Cost $34.24 Unrealized +3.4%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $542 (+4.1%) Shares 10,647 (+1.1%) Est. Cost $30.58 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $225 (+10.3%) Shares 401 (+1.0%) Est. Cost $381.76 Unrealized +48.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $45 (+88.4%) Shares 326 (+75.3%) Est. Cost $115.97 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $143 (+17.3%) Shares 2,830 (+17.4%) Est. Cost $50.43 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $146 (+16.6%) Shares 11,300 (+16.5%) Est. Cost $20.47 Unrealized -37.3%
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.0%
Value ($000) $56 (+58.0%) Shares 1,130 (+36.1%) Est. Cost $40.62 Unrealized +13.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $202 (+11.4%) Shares 808 (+14.1%) Est. Cost $205.87 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $218 (+10.4%) Shares 4,459 (+7.1%) Est. Cost $39.26 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $140 (+17.2%) Shares 1,156 (+14.8%) Est. Cost $105.14 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.0%
Value ($000) $151 (+15.6%) Shares 1,880 (+8.5%) Est. Cost $75.78 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $44 (+84.1%) Shares 183 (+79.4%) Est. Cost $174.49 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $634 (-3.0%) Shares 2,272 (+2.1%) Est. Cost $193.03 Unrealized
PEN PENUMBRA INC COM 0.0%
Value ($000) $100 (+24.7%) Shares 321 (+1.6%) Est. Cost $252.57 Unrealized +9.4%
AA ALCOA CORP COM 0.0%
Value ($000) $36 (+120.7%) Shares 679 (+36.6%) Est. Cost $34.00 Unrealized +20.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $24 (+473.7%) Shares 825 (+450.0%) Est. Cost $36.14 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $252 (+8.5%) Shares 47 (+9.3%) Est. Cost $4630.15 Unrealized +11.0%
BA BOEING CO COM 0.0%
Value ($000) $409 (+5.1%) Shares 1,883 (+4.4%) Est. Cost $214.26 Unrealized -4.0%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $445 (-4.2%) Shares 6,329 (+4.7%) Est. Cost $52.02 Unrealized +35.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $96 (+24.2%) Shares 1,505 (+23.8%) Est. Cost $62.04 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $431 (+4.5%) Shares 3,738 (+2.0%) Est. Cost $75.78 Unrealized +55.3%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $428 (+4.5%) Shares 774 (+6.9%) Est. Cost $344.21 Unrealized +59.7%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $392 (+4.9%) Shares 4,164 (+5.0%) Est. Cost $80.43 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $122 (-12.9%) Shares 894 (+1.8%) Est. Cost $214.88 Unrealized -31.6%
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.0%
Value ($000) $134 (+15.4%) Shares 2,818 (+15.0%) Est. Cost $42.93 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $48 (+58.1%) Shares 613 (+30.7%) Est. Cost $43.83 Unrealized +71.8%
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $40 (+81.3%) Shares 2,577 (+17.1%) Est. Cost $11.63 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $24 (+264.9%) Shares 114 (+225.7%) Est. Cost $211.09 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $222 (+8.6%) Shares 4,835 (+6.5%) Est. Cost $35.55 Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value ($000) $25 (+238.9%) Shares 314 (+98.7%) Est. Cost $52.22 Unrealized +25.6%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $2,812 (-0.6%) Shares 19,623 (+6.5%) Est. Cost $105.92 Unrealized +38.9%
MTG MGIC INVESTMENT CORP. 0.0%
Value ($000) $84 (+26.6%) Shares 2,865 (+22.9%) Est. Cost $22.75 Unrealized +23.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $271 (+6.9%) Shares 1,460 (+2.6%) Est. Cost $123.04 Unrealized +51.6%
PALL ETFS PALLADIUM TR SHBEN INT 0.0%
Value ($000) $38 (+84.6%) Shares 261 (+45.0%) Est. Cost $156.18 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $109 (+18.3%) Shares 243 (+3.0%) Est. Cost $295.43 Unrealized +43.3%
AXSM AXSOME THERAPEUTICS INC COM 0.0%
Value ($000) $19 (+689.5%) Shares 105 (+425.0%) Est. Cost $134.47 Unrealized +3.8%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $448 (-3.6%) Shares 9,871 (+90.5%) Est. Cost $66.47 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $73 (+28.7%) Shares 2,453 (+5.0%) Est. Cost $16.70 Unrealized +57.4%
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $90 (+21.9%) Shares 1,139 (+9.9%) Est. Cost $47.65 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $67 (+31.5%) Shares 840 (+55.6%) Est. Cost $88.92 Unrealized -2.6%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $1,809 (+0.9%) Shares 79,923 (+1.2%) Est. Cost $22.47 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $77 (+25.2%) Shares 767 (+19.7%) Est. Cost $63.47 Unrealized +49.3%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $61 (+33.0%) Shares 1,699 (+29.4%) Est. Cost $33.72 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $57 (+35.5%) Shares 656 (+6.8%) Est. Cost $52.17 Unrealized +53.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $442 (+3.5%) Shares 6,374 (+1.5%) Est. Cost $46.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $775 (-1.9%) Shares 6,615 (+3.6%) Est. Cost $92.21 Unrealized +31.8%
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $26 (+125.1%) Shares 275 (+125.4%) Est. Cost $95.04 Unrealized
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value ($000) $68 (+27.4%) Shares 2,279 (+19.4%) Est. Cost $24.68 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $201 (+7.8%) Shares 3,665 (+18.7%) Est. Cost $58.03 Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $36 (+67.2%) Shares 470 (+13.5%) Est. Cost $39.16 Unrealized +67.6%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $60 (+31.9%) Shares 1,787 (+40.5%) Est. Cost $34.90 Unrealized -2.0%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $65 (+28.5%) Shares 372 (+27.4%) Est. Cost $142.38 Unrealized +26.1%
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value ($000) $16 (+908.4%) Shares 488 (+876.0%) Est. Cost $31.23 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $62 (+28.9%) Shares 2,688 (+34.3%) Est. Cost $22.38 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $40 (+51.5%) Shares 3,687 (+40.3%) Est. Cost $9.81 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $373 (+3.8%) Shares 5,559 (+4.7%) Est. Cost $41.31 Unrealized +56.2%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $131 (+11.4%) Shares 775 (+10.7%) Est. Cost $79.87 Unrealized +110.1%
XLG RYDEX RUSSELL TOP 50 ETF 0.0%
Value ($000) $168 (+8.7%) Shares 2,836 (+5.4%) Est. Cost $54.98 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND 0.0%
Value ($000) $54 (+32.6%) Shares 2,250 (+36.4%) Est. Cost $23.32 Unrealized
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.3%
Value ($000) $5,370 (+0.2%) Shares 203,243 (+3.6%) Est. Cost $25.27 Unrealized
RDDT REDDIT INC CL A 0.0%
Value ($000) $580 (+2.3%) Shares 2,523 (+2.4%) Est. Cost $120.44 Unrealized +74.6%
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value ($000) $33 (+65.1%) Shares 1,286 (+64.9%) Est. Cost $25.65 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $132 (-8.9%) Shares 3,295 (+11.3%) Est. Cost $43.38 Unrealized -3.1%
NOV NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $13 (+23698.1%) Shares 807 (+20075.0%) Est. Cost $14.82 Unrealized +0.1%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $575 (+2.2%) Shares 1,224 (+7.4%) Est. Cost $518.39 Unrealized -14.3%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $37 (-24.8%) Shares 2,628 (+91.1%) Est. Cost $34.32 Unrealized -16.7%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $216 (+6.0%) Shares 2,440 (+9.6%) Est. Cost $88.04 Unrealized
VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF 0.0%
Value ($000) $158 (+8.3%) Shares 15,209 (+10.9%) Est. Cost $10.01 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $90 (-11.9%) Shares 518 (+4.2%) Est. Cost $248.55 Unrealized -26.5%
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $62 (+24.2%) Shares 735 (+12.2%) Est. Cost $71.51 Unrealized +10.2%
GPK GRAPHIC PACKAGING CORP DEL 0.0%
Value ($000) $55 (-17.8%) Shares 3,640 (+6.8%) Est. Cost $27.56 Unrealized -40.4%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $110 (+12.1%) Shares 2,217 (+12.4%) Est. Cost $49.36 Unrealized
BRKR BRUKER CORP COM 0.0%
Value ($000) $28 (+72.2%) Shares 602 (+18.7%) Est. Cost $38.67 Unrealized +9.2%
DIVB ISHARES CORE DIVIDEND ETF 0.0%
Value ($000) $314 (+3.9%) Shares 5,908 (+2.1%) Est. Cost $47.84 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $43 (+37.1%) Shares 829 (+2.5%) Est. Cost $18.79 Unrealized +122.8%
PODD INSULET CORP COM 0.0%
Value ($000) $217 (-5.1%) Shares 763 (+3.1%) Est. Cost $151.64 Unrealized +106.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $95 (+13.8%) Shares 1,928 (+5.8%) Est. Cost $39.57 Unrealized +15.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $36 (+47.6%) Shares 158 (+24.4%) Est. Cost $200.61 Unrealized +8.5%
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value ($000) $220 (+5.5%) Shares 3,675 (+38.3%) Est. Cost $54.69 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $29 (+64.7%) Shares 130 (+62.5%) Est. Cost $132.96 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $123 (-8.3%) Shares 1,000 (+3.3%) Est. Cost $130.35 Unrealized -1.3%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $13 (+570.5%) Shares 279 (+493.6%) Est. Cost $38.81 Unrealized +4.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $57 (-16.2%) Shares 562 (+3.3%) Est. Cost $113.39 Unrealized -4.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $104 (+11.8%) Shares 987 (+19.3%) Est. Cost $117.43 Unrealized -8.7%
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $19 (+132.4%) Shares 1,573 (+276.3%) Est. Cost $13.50 Unrealized
BBCB JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $48 (+28.9%) Shares 1,054 (+30.1%) Est. Cost $45.27 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $77 (-12.3%) Shares 339 (+5.3%) Est. Cost $121.54 Unrealized +93.0%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value ($000) $544 (+2.0%) Shares 8,038 (+2.1%) Est. Cost $60.68 Unrealized
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $218 (-4.6%) Shares 1,581 (+5.3%) Est. Cost $122.19 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $15 (+231.5%) Shares 298 (+238.6%) Est. Cost $49.99 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $92 (+12.7%) Shares 719 (+1.1%) Est. Cost $103.51 Unrealized +19.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $12 (+474.8%) Shares 121 (+476.2%) Est. Cost $102.74 Unrealized -0.5%
IWMI NEOS RUSSELL 2000 HIGH INCOME ETF 0.0%
Value ($000) $17 (+146.8%) Shares 353 (+146.9%) Est. Cost $46.78 Unrealized
RNA AVIDITY BIOSCIENCES INC COM 0.0%
Value ($000) $14 (+254.5%) Shares 197 (+114.1%) Est. Cost $50.77 Unrealized +27.2%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $19 (+112.0%) Shares 304 (+111.1%) Est. Cost $60.30 Unrealized
MRSH MARSH COM 0.0%
Value ($000) $222 (+4.7%) Shares 1,198 (+13.8%) Est. Cost $147.01 Unrealized +26.8%
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $60 (+19.5%) Shares 1,282 (+20.8%) Est. Cost $46.29 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $27 (+54.8%) Shares 1,648 (+61.1%) Est. Cost $16.81 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $143 (+7.2%) Shares 1,447 (+2.3%) Est. Cost $111.46 Unrealized -13.7%
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $155 (+6.6%) Shares 3,399 (+5.4%) Est. Cost $44.06 Unrealized
EXPE EXPEDIA INC DEL COM 0.0%
Value ($000) $36 (+35.7%) Shares 128 (+2.4%) Est. Cost $143.74 Unrealized +71.8%
SATS ECHOSTAR HOLDING CORP 0.0%
Value ($000) $18 (+114.2%) Shares 164 (+50.5%) Est. Cost $47.41 Unrealized +71.8%
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $39 (+32.0%) Shares 973 (+32.0%) Est. Cost $36.49 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $20 (+87.8%) Shares 788 (+111.3%) Est. Cost $51.88 Unrealized
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $86 (+12.2%) Shares 3,852 (+10.4%) Est. Cost $18.52 Unrealized +16.4%
RPHS REGENTS PARK HEDGED MARKET STRATEGY ETF 0.0%
Value ($000) $170 (-5.2%) Shares 16,693 (+3.2%) Est. Cost $9.77 Unrealized
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $21 (+77.2%) Shares 268 (+54.9%) Est. Cost $63.88 Unrealized +13.6%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $67 (+15.1%) Shares 1,776 (+8.1%) Est. Cost $35.86 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $124 (+7.7%) Shares 344 (+3.0%) Est. Cost $250.93 Unrealized +43.9%
BTG B2GOLD CORP COM 0.0%
Value ($000) $12 (+322.4%) Shares 2,550 (+363.6%) Est. Cost $4.43 Unrealized +5.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $186 (-4.5%) Shares 2,341 (+1.1%) Est. Cost $53.65 Unrealized +54.6%
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value ($000) $135 (+6.9%) Shares 5,696 (+7.3%) Est. Cost $23.31 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $20 (+79.9%) Shares 800 (+78.6%) Est. Cost $23.63 Unrealized +2.1%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $24 (+54.2%) Shares 338 (+28.5%) Est. Cost $41.79 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $62 (+15.9%) Shares 965 (+5.2%) Est. Cost $50.99 Unrealized +23.2%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $20 (+73.4%) Shares 419 (+76.8%) Est. Cost $49.34 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value ($000) $40 (+26.2%) Shares 445 (+11.3%) Est. Cost $72.02 Unrealized +19.1%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $99 (+8.9%) Shares 2,610 (+1.5%) Est. Cost $22.20 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $35 (+29.9%) Shares 399 (+25.9%) Est. Cost $62.44 Unrealized +34.0%
TTC TORO CO COM 0.0%
Value ($000) $142 (+5.9%) Shares 1,809 (+2.5%) Est. Cost $83.54 Unrealized -11.5%
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 0.0%
Value ($000) $8 (+2987.5%) Shares 110 (+2650.0%) Est. Cost $74.13 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $37 (+26.3%) Shares 240 (+1.3%) Est. Cost $293.34 Unrealized -51.1%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $926 (+0.8%) Shares 10,007 (+2.1%) Est. Cost $89.60 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $198 (+4.1%) Shares 1,976 (+4.3%) Est. Cost $100.11 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $652 (+1.2%) Shares 7,021 (+2.2%) Est. Cost $81.64 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $8 (+941.5%) Shares 23 (+360.0%) Est. Cost $216.41 Unrealized +18.7%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $32 (+31.5%) Shares 221 (+12.2%) Est. Cost $179.60 Unrealized
OBND STATE STREET LOOMIS SAYLES OPPORTUNISTIC BOND ETF 0.0%
Value ($000) $256 (+3.1%) Shares 9,850 (+4.0%) Est. Cost $25.87 Unrealized
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $101 (+8.1%) Shares 2,283 (+1.9%) Est. Cost $31.98 Unrealized +32.2%
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $90 (+9.1%) Shares 3,989 (+6.9%) Est. Cost $20.29 Unrealized
IMVT IMMUNOVANT INC COM 0.0%
Value ($000) $15 (+106.4%) Shares 572 (+30.9%) Est. Cost $16.82 Unrealized +32.6%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $96 (+8.5%) Shares 2,477 (+6.5%) Est. Cost $34.92 Unrealized
MBB ISHARES MBS BOND ETF 0.0%
Value ($000) $462 (+1.6%) Shares 4,854 (+1.5%) Est. Cost $95.74 Unrealized
CRBN ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF 0.0%
Value ($000) $168 (+4.6%) Shares 727 (+3.0%) Est. Cost $169.06 Unrealized
MOS MOSAIC CO 0.0%
Value ($000) $47 (-13.5%) Shares 1,954 (+24.5%) Est. Cost $35.18 Unrealized -23.9%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $50 (+17.0%) Shares 1,041 (+11.2%) Est. Cost $38.11 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $15 (+90.8%) Shares 177 (+84.4%) Est. Cost $76.88 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $90 (-7.5%) Shares 322 (+7.3%) Est. Cost $166.40 Unrealized +69.2%
JIG JPMORGAN INTERNATIONAL GROWTH ETF 0.0%
Value ($000) $138 (+5.5%) Shares 1,888 (+8.4%) Est. Cost $75.19 Unrealized
MAGN MAGNERA CORP COM SHS 0.0%
Value ($000) $8 (+658.4%) Shares 540 (+487.0%) Est. Cost $13.10 Unrealized -11.5%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $7 (+4486.7%) Shares 206 (+3333.3%) Est. Cost $35.17 Unrealized +0.8%
SPSC SPS COMM INC COM 0.0%
Value ($000) $63 (-10.1%) Shares 707 (+5.1%) Est. Cost $191.13 Unrealized -51.5%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $115 (-5.7%) Shares 1,366 (+3.3%) Est. Cost $82.65 Unrealized +4.9%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $7 (+1314.2%) Shares 257 (+1068.2%) Est. Cost $25.81 Unrealized -1.0%
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $39 (+21.4%) Shares 365 (+8.6%) Est. Cost $75.51 Unrealized +31.6%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $82 (+9.1%) Shares 2,477 (+11.9%) Est. Cost $32.15 Unrealized
HBM HUDBAY MINERALS INC COM 0.0%
Value ($000) $21 (+50.1%) Shares 1,034 (+14.6%) Est. Cost $10.05 Unrealized +68.3%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $1,181 (+0.6%) Shares 5,729 (+6.3%) Est. Cost $144.96 Unrealized +39.6%
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $392 (+1.8%) Shares 8,464 (+2.0%) Est. Cost $45.30 Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value ($000) $82 (+9.1%) Shares 1,753 (+5.8%) Est. Cost $31.42 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $22 (+44.8%) Shares 18 (+28.6%) Est. Cost $679.31 Unrealized +72.5%
FHI FEDERATED HERMES INC CL B 0.0%
Value ($000) $59 (+12.8%) Shares 1,129 (+12.5%) Est. Cost $41.31 Unrealized +21.8%
SGDJ SPROTT JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $33 (+25.2%) Shares 390 (+6.8%) Est. Cost $52.58 Unrealized
BHE BENCHMARK ELECTRS INC COM 0.0%
Value ($000) $37 (+21.9%) Shares 855 (+9.9%) Est. Cost $40.94 Unrealized +5.4%
FUNC FIRST UTD CORP COM 0.0%
Value ($000) $15 (+78.8%) Shares 395 (+75.6%) Est. Cost $35.62 Unrealized +3.5%
IEX IDEX CORP COM 0.0%
Value ($000) $39 (+19.8%) Shares 218 (+9.5%) Est. Cost $195.59 Unrealized -12.7%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $121 (-5.0%) Shares 420 (+208.8%) Est. Cost $297.30 Unrealized +2.6%
CLS CELESTICA INC COM 0.0%
Value ($000) $25 (+32.4%) Shares 85 (+10.4%) Est. Cost $138.09 Unrealized +118.2%
STE STERIS PLC SHS USD 0.0%
Value ($000) $151 (+4.2%) Shares 597 (+1.7%) Est. Cost $216.72 Unrealized +15.9%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $93 (+7.0%) Shares 1,154 (+4.7%) Est. Cost $63.64 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $84 (+7.6%) Shares 621 (+1.5%) Est. Cost $135.82 Unrealized +5.8%
CYTK CYTOKINETICS INC COM NEW 0.0%
Value ($000) $20 (+42.7%) Shares 311 (+23.4%) Est. Cost $41.36 Unrealized +50.4%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $9 (+171.9%) Shares 122 (+134.6%) Est. Cost $53.48 Unrealized +22.2%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $20 (+38.8%) Shares 200 (+37.0%) Est. Cost $89.44 Unrealized +6.8%
SNDK SANDISK CORP COM 0.0%
Value ($000) $10 (+127.8%) Shares 42 (+7.7%) Est. Cost $49.82 Unrealized +302.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $168 (+3.4%) Shares 580 (+2.1%) Est. Cost $414.55 Unrealized -32.5%
HPQ HP INC COM 0.0%
Value ($000) $31 (-15.2%) Shares 1,399 (+3.7%) Est. Cost $29.13 Unrealized -13.3%
SAP SAP SE SPON ADR 0.0%
Value ($000) $217 (-2.4%) Shares 894 (+7.3%) Est. Cost $201.08 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $15 (+56.3%) Shares 226 (+29.1%) Est. Cost $45.01 Unrealized +36.0%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $7 (+385.3%) Shares 40 (+471.4%) Est. Cost $151.84 Unrealized +10.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $47 (+12.6%) Shares 1,125 (+56.0%) Est. Cost $63.50 Unrealized -7.5%
INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF 0.0%
Value ($000) $71 (+7.9%) Shares 1,900 (+8.1%) Est. Cost $35.59 Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $150 (+3.6%) Shares 2,930 (+3.9%) Est. Cost $50.85 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $390 (-1.3%) Shares 5,459 (+5.0%) Est. Cost $74.38 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $71 (+7.7%) Shares 245 (+4.7%) Est. Cost $286.13 Unrealized -1.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $32 (+18.3%) Shares 1,864 (+25.2%) Est. Cost $23.49 Unrealized -24.9%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $26 (+23.4%) Shares 553 (+15.4%) Est. Cost $26.65 Unrealized +66.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $387 (+1.3%) Shares 4,131 (+2.4%) Est. Cost $71.27 Unrealized +26.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $37 (+15.5%) Shares 180 (+9.1%) Est. Cost $209.29 Unrealized -7.6%
AVA AVISTA CORP COM 0.0%
Value ($000) $22 (+29.1%) Shares 560 (+26.7%) Est. Cost $35.89 Unrealized +8.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $14 (+54.6%) Shares 127 (+42.7%) Est. Cost $78.02 Unrealized +30.1%
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $10 (+90.6%) Shares 221 (+90.5%) Est. Cost $43.45 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $108 (+4.6%) Shares 450 (+3.0%) Est. Cost $193.13 Unrealized +22.6%
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $7 (+177.2%) Shares 319 (+262.5%) Est. Cost $34.99 Unrealized -6.0%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $48 (+10.8%) Shares 1,110 (+12.7%) Est. Cost $43.52 Unrealized
OII OCEANEERING INTL INC COM 0.0%
Value ($000) $20 (+30.6%) Shares 827 (+34.7%) Est. Cost $20.54 Unrealized +17.6%
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $21 (+28.0%) Shares 7,150 (+2.1%) Est. Cost $2.76 Unrealized -11.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $18 (+33.6%) Shares 313 (+23.7%) Est. Cost $57.52 Unrealized -5.1%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $200 (-2.2%) Shares 693 (+1.8%) Est. Cost $208.70 Unrealized +38.3%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $954 (-0.5%) Shares 19,281 (+1.9%) Est. Cost $49.46 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value ($000) $36 (+13.5%) Shares 565 (+16.3%) Est. Cost $59.06 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $265 (+1.6%) Shares 2,591 (+2.6%) Est. Cost $100.22 Unrealized
WSFS WSFS FINL CORP COM 0.0%
Value ($000) $51 (+9.1%) Shares 916 (+6.5%) Est. Cost $51.55 Unrealized +6.2%
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value ($000) $82 (-4.8%) Shares 4,211 (+5.0%) Est. Cost $20.48 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $130 (-3.1%) Shares 2,020 (+1.8%) Est. Cost $65.44 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $8 (+107.9%) Shares 455 (+62.5%) Est. Cost $13.17 Unrealized +20.9%
RYTM RHYTHM PHARMACEUTICALS INC COM 0.0%
Value ($000) $15 (+38.3%) Shares 137 (+30.5%) Est. Cost $95.93 Unrealized +10.6%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $88 (+4.8%) Shares 2,166 (+7.0%) Est. Cost $37.53 Unrealized
UAL UNITED CONTL HLDGS INC 0.0%
Value ($000) $24 (+19.7%) Shares 217 (+3.3%) Est. Cost $49.81 Unrealized +102.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $18 (+28.3%) Shares 224 (+29.5%) Est. Cost $84.09 Unrealized -9.9%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 (+44.5%) Shares 2,215 (+97.6%) Est. Cost $4.84 Unrealized +50.8%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $134 (-2.9%) Shares 1,997 (+2.7%) Est. Cost $66.42 Unrealized +4.7%
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $28 (+16.0%) Shares 301 (+14.9%) Est. Cost $78.43 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $5 (+227.5%) Shares 64 (+220.0%) Est. Cost $89.44 Unrealized -6.5%
GBX GREENBRIER COMPANIES INC 0.0%
Value ($000) $50 (+8.2%) Shares 1,075 (+6.9%) Est. Cost $45.64 Unrealized -2.7%
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $7 (+110.9%) Shares 92 (+70.4%) Est. Cost $55.13 Unrealized +31.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $497 (-0.7%) Shares 2,865 (+5.1%) Est. Cost $151.48 Unrealized +12.7%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $5 (+366.9%) Shares 144 (+300.0%) Est. Cost $29.30 Unrealized +5.9%
HLX HELIX ENERGY SOLUTIONS GRP INC COM 0.0%
Value ($000) $13 (+38.2%) Shares 1,994 (+44.6%) Est. Cost $9.66 Unrealized -31.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $97 (-3.4%) Shares 436 (+3.1%) Est. Cost $204.49 Unrealized +11.2%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $22 (+18.0%) Shares 578 (+6.4%) Est. Cost $15.64 Unrealized +122.7%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $427 (-0.8%) Shares 13,039 (+1.1%) Est. Cost $24.96 Unrealized
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value ($000) $63 (-5.0%) Shares 10,983 (+9.0%) Est. Cost $7.23 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $42 (-7.3%) Shares 503 (+9.8%) Est. Cost $140.04 Unrealized -36.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $13 (+33.8%) Shares 83 (+36.1%) Est. Cost $102.73 Unrealized +60.9%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $88 (-3.6%) Shares 426 (+3.6%) Est. Cost $137.83 Unrealized +47.1%
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.0%
Value ($000) $13 (+32.7%) Shares 340 (+31.3%) Est. Cost $36.23 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $81 (-3.9%) Shares 182 (+7.7%) Est. Cost $438.78 Unrealized +5.3%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $12 (+36.8%) Shares 59 (+7.3%) Est. Cost $279.38 Unrealized -35.1%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $5 (+163.4%) Shares 110 (+175.0%) Est. Cost $45.78 Unrealized +0.1%
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $4 (+214.0%) Shares 114 (+208.1%) Est. Cost $37.14 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $5 (+135.9%) Shares 61 (+90.6%) Est. Cost $74.40 Unrealized +0.3%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $27 (+12.0%) Shares 55 (+12.2%) Est. Cost $349.74 Unrealized +35.5%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value ($000) $13 (+28.7%) Shares 1,198 (+17.6%) Est. Cost $9.92 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $37 (+8.3%) Shares 2,163 (+1.9%) Est. Cost $20.50 Unrealized -20.7%
SRE SEMPRA COM 0.0%
Value ($000) $161 (+1.8%) Shares 1,823 (+3.8%) Est. Cost $71.73 Unrealized +26.2%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $6 (+87.8%) Shares 137 (+87.7%) Est. Cost $44.53 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $6 (+85.5%) Shares 47 (+34.3%) Est. Cost $149.74 Unrealized -21.6%
PII POLARIS INDS INC 0.0%
Value ($000) $28 (+11.0%) Shares 446 (+2.1%) Est. Cost $53.48 Unrealized +23.1%
EVRG EVERGY INC COM 0.0%
Value ($000) $8 (+48.7%) Shares 117 (+56.0%) Est. Cost $63.57 Unrealized +18.7%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $97 (-2.8%) Shares 15,399 (+6.6%) Est. Cost $6.32 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $28 (-8.9%) Shares 594 (+2.9%) Est. Cost $78.25 Unrealized
ADFI ANFIELD DYNAMIC FIXED INCOME ETF 0.0%
Value ($000) $360 (+0.8%) Shares 41,962 (+1.1%) Est. Cost $8.51 Unrealized
EFAX SPDR MSCI EAFE FOSSIL FUEL FREE ETF 0.0%
Value ($000) $40 (+7.3%) Shares 797 (+4.9%) Est. Cost $50.14 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $18 (+17.1%) Shares 143 (+5.1%) Est. Cost $85.53 Unrealized +39.1%
FDUS FIDUS INVT CORP COM 0.0%
Value ($000) $28 (+10.8%) Shares 1,430 (+16.4%) Est. Cost $18.85 Unrealized +3.1%
SNA SNAP ON INC COM 0.0%
Value ($000) $77 (+3.6%) Shares 224 (+4.2%) Est. Cost $266.01 Unrealized +28.0%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $18 (+17.0%) Shares 255 (+29.4%) Est. Cost $70.27 Unrealized +16.1%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $107 (+2.5%) Shares 423 (+3.2%) Est. Cost $189.87 Unrealized +30.1%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $11 (+31.7%) Shares 275 (+37.5%) Est. Cost $46.33 Unrealized -17.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $40 (-6.0%) Shares 228 (+3.2%) Est. Cost $203.69 Unrealized -11.5%
HAS HASBRO INC COM 0.0%
Value ($000) $21 (+13.9%) Shares 256 (+5.3%) Est. Cost $75.75 Unrealized +3.0%
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $62 (+4.3%) Shares 1,104 (+1.8%) Est. Cost $55.68 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $29 (+9.8%) Shares 324 (+3.2%) Est. Cost $64.52 Unrealized +30.0%
OXLC OXFORD LANE CAP CORP COM 0.0%
Value ($000) $33 (-7.1%) Shares 2,271 (+7.5%) Est. Cost $16.77 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $5 (+114.5%) Shares 133 (+125.4%) Est. Cost $39.09 Unrealized -1.0%
FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 0.0%
Value ($000) $4 (+153.2%) Shares 135 (+141.1%) Est. Cost $30.08 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $77 (+3.3%) Shares 382 (+1.3%) Est. Cost $180.33 Unrealized +5.4%
KBR KBR INC 0.0%
Value ($000) $10 (+34.3%) Shares 237 (+58.0%) Est. Cost $46.19 Unrealized -7.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $45 (+5.7%) Shares 266 (+7.7%) Est. Cost $143.74 Unrealized +19.9%
PSIX POWER SOLUTIONS INTL INC COM NEW 0.0%
Value ($000) $6 (+71.1%) Shares 100 (+194.1%) Est. Cost $77.25 Unrealized -7.6%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $166 (-1.4%) Shares 2,755 (+3.8%) Est. Cost $55.44 Unrealized +6.3%
CRAI CRA INTL INC COM 0.0%
Value ($000) $9 (+34.2%) Shares 46 (+39.4%) Est. Cost $186.76 Unrealized +0.7%
EFX EQUIFAX INC COM 0.0%
Value ($000) $14 (-14.1%) Shares 64 (+1.6%) Est. Cost $242.48 Unrealized -9.8%
M MACYS INC COM 0.0%
Value ($000) $10 (+27.8%) Shares 473 (+4.0%) Est. Cost $21.19 Unrealized -3.4%
FLR FLUOR CORP 0.0%
Value ($000) $15 (+17.7%) Shares 375 (+25.0%) Est. Cost $42.62 Unrealized +3.8%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $7 (+44.3%) Shares 38 (+31.0%) Est. Cost $165.75 Unrealized +1.4%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value ($000) $48 (+4.5%) Shares 2,200 (+10.0%) Est. Cost $22.19 Unrealized -1.7%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $4 (+89.9%) Shares 194 (+71.7%) Est. Cost $20.82 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $18 (+13.0%) Shares 198 (+23.8%) Est. Cost $108.59 Unrealized -12.9%
TTAN SERVICETITAN INC SHS CL A 0.0%
Value ($000) $4 (+92.1%) Shares 40 (+81.8%) Est. Cost $105.43 Unrealized -7.3%
CC CHEMOURS CO COM 0.0%
Value ($000) $21 (-8.9%) Shares 1,739 (+22.3%) Est. Cost $16.86 Unrealized -24.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $62 (+3.3%) Shares 771 (+7.4%) Est. Cost $78.62 Unrealized +3.1%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $153 (+1.3%) Shares 473 (+1.1%) Est. Cost $188.01 Unrealized +68.1%
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value ($000) $11 (+21.8%) Shares 139 (+9.4%) Est. Cost $69.20 Unrealized +16.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $148 (+1.3%) Shares 1,602 (+2.2%) Est. Cost $61.48 Unrealized +53.8%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $4 (+90.0%) Shares 47 (+56.7%) Est. Cost $50.30 Unrealized +54.1%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 (+45.3%) Shares 21 (+31.3%) Est. Cost $241.85 Unrealized +12.6%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $6 (+46.6%) Shares 591 (+136.4%) Est. Cost $12.38 Unrealized +16.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $175 (+1.1%) Shares 1,588 (+2.3%) Est. Cost $113.43 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $3 (+161.2%) Shares 10 (+150.0%) Est. Cost $294.71 Unrealized -1.5%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $4 (+99.0%) Shares 17 (+112.5%) Est. Cost $265.08 Unrealized -18.3%
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.0%
Value ($000) $44 (-4.0%) Shares 2,988 (+6.1%) Est. Cost $15.88 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value ($000) $87 (+2.1%) Shares 1,342 (+10.7%) Est. Cost $60.69 Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $8 (-17.7%) Shares 221 (+11.1%) Est. Cost $47.50 Unrealized -4.2%
FAB FIRST TRUST MULTI CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $3 (+121.3%) Shares 37 (+117.6%) Est. Cost $83.70 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $22 (+9.0%) Shares 621 (+7.4%) Est. Cost $25.58 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $147 (+1.1%) Shares 221 (+4.2%) Est. Cost $384.08 Unrealized +72.0%
SCHH SCH US REIT ETF 0.0%
Value ($000) $203 (+0.8%) Shares 9,703 (+4.1%) Est. Cost $29.45 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $19 (-7.8%) Shares 78 (+20.0%) Est. Cost $98.09 Unrealized +220.5%
DX DYNEX CAP INC COM 0.0%
Value ($000) $10 (+18.5%) Shares 718 (+4.1%) Est. Cost $14.87 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $2 (+2111.0%) Shares 203 (+2437.5%) Est. Cost $8.22 Unrealized -1.1%
VZLA VIZSLA SILVER CORP COM NEW 0.0%
Value ($000) $2 (+237.7%) Shares 400 (+166.7%) Est. Cost $4.23 Unrealized +10.9%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $33 (+5.0%) Shares 529 (+9.8%) Est. Cost $58.58 Unrealized +6.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $6 (+34.5%) Shares 33 (+13.8%) Est. Cost $130.08 Unrealized +28.1%
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $55 (+2.8%) Shares 339 (+6.6%) Est. Cost $174.78 Unrealized -3.5%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $18 (+8.9%) Shares 111 (+7.8%) Est. Cost $84.28 Unrealized +83.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $3 (+127.4%) Shares 13 (+160.0%) Est. Cost $201.77 Unrealized +9.6%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $57 (-2.4%) Shares 372 (+1.9%) Est. Cost $195.91 Unrealized -24.1%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $33 (+4.4%) Shares 276 (+11.3%) Est. Cost $88.97 Unrealized +38.9%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $8 (+20.8%) Shares 357 (+7.5%) Est. Cost $13.26 Unrealized +64.1%
GXDW GLOBAL X DORSEY WRIGHT THEMATIC ETF 0.0%
Value ($000) $40 (+3.5%) Shares 1,677 (+18.8%) Est. Cost $23.70 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $3 (+80.8%) Shares 350 (+133.3%) Est. Cost $13.96 Unrealized -29.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $4 (+56.9%) Shares 337 (+87.2%) Est. Cost $13.57 Unrealized -13.8%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $9 (-13.6%) Shares 41 (+13.9%) Est. Cost $364.90 Unrealized -38.4%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $7 (+21.9%) Shares 169 (+36.3%) Est. Cost $49.30 Unrealized -5.5%
WSO WATSCO INC 0.0%
Value ($000) $10 (-10.9%) Shares 31 (+6.9%) Est. Cost $430.12 Unrealized -17.0%
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $30 (+4.4%) Shares 3,278 (+1.5%) Est. Cost $6.04 Unrealized +46.1%
TRU TRANSUNION COM 0.0%
Value ($000) $3 (+65.8%) Shares 34 (+61.9%) Est. Cost $87.05 Unrealized -5.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $10 (+13.4%) Shares 47 (+11.9%) Est. Cost $130.88 Unrealized +54.1%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $76 (+1.5%) Shares 238 (+4.4%) Est. Cost $399.10 Unrealized -19.2%
UMBF UMB FINL CORP COM 0.0%
Value ($000) $158 (-0.7%) Shares 1,374 (+2.2%) Est. Cost $103.45 Unrealized +9.5%
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $14 (+8.6%) Shares 561 (+9.6%) Est. Cost $18.75 Unrealized
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $1 (+920.2%) Shares 36 (+800.0%) Est. Cost $29.59 Unrealized -0.8%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $10 (+11.8%) Shares 44 (+25.7%) Est. Cost $220.74 Unrealized +2.1%
PCG PG&E CORP COM 0.0%
Value ($000) $10 (+11.2%) Shares 623 (+4.4%) Est. Cost $16.51 Unrealized -3.6%
EQIX EQUINIX INC COM 0.0%
Value ($000) $25 (+4.1%) Shares 33 (+6.5%) Est. Cost $751.92 Unrealized +3.9%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $3 (+38.5%) Shares 18 (+38.5%) Est. Cost $202.68 Unrealized -4.9%
BKR BAKER HUGHES INC 0.0%
Value ($000) $23 (-4.0%) Shares 503 (+2.7%) Est. Cost $30.26 Unrealized +56.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 (+1530.6%) Shares 15 (+1400.0%) Est. Cost $66.75 Unrealized -3.5%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $13 (+7.8%) Shares 743 (+1.1%) Est. Cost $21.19 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $5 (+22.5%) Shares 57 (+11.8%) Est. Cost $92.26 Unrealized -0.4%
WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT 0.0%
Value ($000) $76 (+1.2%) Shares 5,530 (+7.8%) Est. Cost $14.59 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $84 (-1.1%) Shares 2,294 (+7.1%) Est. Cost $35.89 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 (+12.4%) Shares 30 (+7.1%) Est. Cost $309.08 Unrealized -11.5%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $38 (+2.4%) Shares 562 (+2.9%) Est. Cost $59.21 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $1 (+803.6%) Shares 28 (+833.3%) Est. Cost $35.65 Unrealized +1.1%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $9 (+11.4%) Shares 63 (+16.7%) Est. Cost $130.96 Unrealized +20.7%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $2 (+82.4%) Shares 17 (+112.5%) Est. Cost $113.02 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $2 (+79.4%) Shares 26 (+62.5%) Est. Cost $66.12 Unrealized +10.5%
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $55 (+1.5%) Shares 875 (+6.1%) Est. Cost $80.65 Unrealized -19.7%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $39 (+2.1%) Shares 381 (+1.1%) Est. Cost $84.07 Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $20 (+3.9%) Shares 255 (+26.2%) Est. Cost $81.20 Unrealized +3.1%
APOG APOGEE ENTERPRISES INC COM 0.0%
Value ($000) $5 (+16.1%) Shares 149 (+39.3%) Est. Cost $43.65 Unrealized -14.2%
IT GARTNER INC COM 0.0%
Value ($000) $51 (+1.5%) Shares 203 (+5.7%) Est. Cost $438.71 Unrealized -45.1%
MSCI MSCI INC COM 0.0%
Value ($000) $14 (+5.3%) Shares 25 (+4.2%) Est. Cost $506.22 Unrealized +10.6%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $1 (+313.5%) Shares 29 (+625.0%) Est. Cost $42.46 Unrealized -1.1%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $12 (-5.6%) Shares 900 (+7.9%) Est. Cost $14.57 Unrealized +4.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $2 (+85.3%) Shares 11 (+83.3%) Est. Cost $128.24 Unrealized +13.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $16 (-4.2%) Shares 725 (+5.7%) Est. Cost $22.02 Unrealized -4.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $9 (-7.2%) Shares 480 (+10.6%) Est. Cost $39.04 Unrealized -48.8%
YLDE FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 0.0%
Value ($000) $68 (+1.0%) Shares 1,257 (+1.9%) Est. Cost $41.59 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $4 (-14.7%) Shares 120 (+5.3%) Est. Cost $34.45 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $4 (+24.3%) Shares 33 (+37.5%) Est. Cost $98.05 Unrealized +15.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $108 (+0.6%) Shares 2,113 (+9.8%) Est. Cost $82.78 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $4 (-13.4%) Shares 54 (+1.9%) Est. Cost $104.34 Unrealized -20.1%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $45 (+1.5%) Shares 3,174 (+6.0%) Est. Cost $14.72 Unrealized
WDAY WORKDAY INC COM 0.0%
Value ($000) $9 (+8.1%) Shares 40 (+21.2%) Est. Cost $237.62 Unrealized -4.4%
IRTC IRHYTHM HOLDINGS INC COM 0.0%
Value ($000) $10 (+7.1%) Shares 55 (+3.8%) Est. Cost $90.92 Unrealized +94.9%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $3 (+26.3%) Shares 19 (+35.7%) Est. Cost $129.53 Unrealized +24.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 (+224.6%) Shares 3 (+200.0%) Est. Cost $286.82 Unrealized +8.8%
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value ($000) $1 (+1694.6%) Shares 107 (+1428.6%) Est. Cost $5.12 Unrealized +5.1%
LII LENNOX INTL INC COM 0.0%
Value ($000) $5 (+14.7%) Shares 10 (+25.0%) Est. Cost $467.62 Unrealized +6.8%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $5 (+14.7%) Shares 44 (+25.7%) Est. Cost $118.71 Unrealized -3.6%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $1 (+90.3%) Shares 33 (+73.7%) Est. Cost $35.25 Unrealized +8.2%
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value ($000) $6 (-9.0%) Shares 39 (+11.4%) Est. Cost $130.71 Unrealized +24.3%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $1 (+207.0%) Shares 15 (+200.0%) Est. Cost $61.40 Unrealized -10.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 (+301.6%) Shares 96 (+284.0%) Est. Cost $9.03 Unrealized -12.4%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $25 (+2.4%) Shares 1,850 (+3.8%) Est. Cost $13.94 Unrealized
FIRST TR ENHANCED EQUITY COM 0.0%
Value ($000) $14 (+4.1%) Shares 644 (+1.7%) Est. Cost $15.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $83 (+0.7%) Shares 1,056 (+1.8%) Est. Cost $83.37 Unrealized -6.1%
TXNM TXNM ENERGY INC COM 0.0%
Value ($000) $1 (+137.9%) Shares 16 (+128.6%) Est. Cost $51.86 Unrealized +11.3%
UDR UDR INC COM 0.0%
Value ($000) $2 (+26.8%) Shares 67 (+28.8%) Est. Cost $39.95 Unrealized -11.1%
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $8 (+6.6%) Shares 270 (+1.1%) Est. Cost $24.65 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 (+30.8%) Shares 15 (+50.0%) Est. Cost $113.23 Unrealized +26.9%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1 (+86.6%) Shares 56 (+86.7%) Est. Cost $17.64 Unrealized +1.3%
RLI RLI CORP COM 0.0%
Value ($000) $1 (+76.7%) Shares 18 (+80.0%) Est. Cost $64.00 Unrealized -4.0%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $3 (+24.3%) Shares 53 (+32.5%) Est. Cost $30.33 Unrealized +55.8%
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value ($000) $11 (+4.8%) Shares 142 (+1.4%) Est. Cost $65.25 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $86 (-0.6%) Shares 468 (+2.9%) Est. Cost $179.13 Unrealized +1.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $47 (+1.1%) Shares 743 (+3.8%) Est. Cost $57.85 Unrealized +4.9%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $78 (+0.6%) Shares 1,707 (+4.8%) Est. Cost $45.98 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $3 (+17.1%) Shares 13 (+18.2%) Est. Cost $218.65 Unrealized +14.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $1 (+147.8%) Shares 12 (+200.0%) Est. Cost $69.90 Unrealized -7.3%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 (+41.8%) Shares 5 (+25.0%) Est. Cost $249.48 Unrealized +8.7%
PPL PPL CORP COM 0.0%
Value ($000) $46 (+0.9%) Shares 1,316 (+7.1%) Est. Cost $31.16 Unrealized +15.0%
HR HEALTHCARE TRUST OF AMERICA, INC. CLASS A 0.0%
Value ($000) $8 (-4.7%) Shares 489 (+1.2%) Est. Cost $19.08 Unrealized
FIS FIDELITY NATL INFO SVCS 0.0%
Value ($000) $7 (+6.5%) Shares 100 (+6.4%) Est. Cost $81.53 Unrealized -19.5%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $28 (-1.4%) Shares 1,117 (+6.4%) Est. Cost $27.12 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $9 (+4.4%) Shares 35 (+6.1%) Est. Cost $317.12 Unrealized -17.6%
GGG GRACO INC COM 0.0%
Value ($000) $89 (-0.4%) Shares 1,090 (+3.2%) Est. Cost $71.31 Unrealized +14.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1 (+49.9%) Shares 15 (+50.0%) Est. Cost $75.16 Unrealized -7.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $9 (-4.0%) Shares 48 (+2.1%) Est. Cost $195.14 Unrealized -7.9%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $0 (+369.1%) Shares 4 (+300.0%) Est. Cost $107.47 Unrealized -3.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $95 (-0.4%) Shares 3,965 (+1.9%) Est. Cost $15.65 Unrealized +49.8%
VRSN VERISIGN INC 0.0%
Value ($000) $1 (+30.4%) Shares 6 (+50.0%) Est. Cost $216.74 Unrealized +15.7%
DEA EASTERLY GOVT PPTYS INC COM SHS 0.0%
Value ($000) $6 (-5.6%) Shares 268 (+2.3%) Est. Cost $22.21 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $0 (+500.0%) Shares 12 (+500.0%) Est. Cost $35.14 Unrealized -3.8%
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $2 (-13.5%) Shares 21 (+5.0%) Est. Cost $59.39 Unrealized
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 0.0%
Value ($000) $1 (+143.0%) Shares 22 (+144.4%) Est. Cost $24.47 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $75 (-0.4%) Shares 6,455 (+8.3%) Est. Cost $12.41 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $10 (-3.1%) Shares 47 (+9.3%) Est. Cost $185.44 Unrealized +18.9%
DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND 0.0%
Value ($000) $5 (+6.4%) Shares 78 (+1.3%) Est. Cost $49.67 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 (+75.1%) Shares 24 (+84.6%) Est. Cost $29.55 Unrealized -6.5%
OXM OXFORD INDS INC COM 0.0%
Value ($000) $2 (-14.1%) Shares 51 (+2.0%) Est. Cost $43.21 Unrealized -13.9%
CORNERSTONE TOTAL RETURN FD IN COM 0.0%
Value ($000) $7 (+4.1%) Shares 911 (+4.5%) Est. Cost $7.42 Unrealized
TREX TREX COMPANY INC 0.0%
Value ($000) $1 (+35.7%) Shares 30 (+100.0%) Est. Cost $50.68 Unrealized -20.2%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $34 (+0.8%) Shares 4,184 (+1.9%) Est. Cost $7.43 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.0%
Value ($000) $36 (+0.8%) Shares 866 (+1.1%) Est. Cost $38.85 Unrealized
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $3 (+11.6%) Shares 35 (+16.7%) Est. Cost $54.68 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $20 (+1.3%) Shares 868 (+1.5%) Est. Cost $23.08 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $20 (+1.3%) Shares 790 (+1.5%) Est. Cost $25.10 Unrealized
CGHY CAPITAL GROUP HIGH YIELD BOND ETF 0.0%
Value ($000) $19 (+1.4%) Shares 732 (+1.7%) Est. Cost $25.44 Unrealized
USL UNITED STATES 12 MONTH OIL FUND LP 0.0%
Value ($000) $2 (+14.2%) Shares 61 (+22.0%) Est. Cost $37.02 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $1 (+29.9%) Shares 22 (+120.0%) Est. Cost $77.42 Unrealized -25.1%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $4 (-5.6%) Shares 181 (+1.7%) Est. Cost $26.62 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1 (+59.9%) Shares 3 (+50.0%) Est. Cost $181.19 Unrealized +21.9%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $21 (+1.2%) Shares 932 (+1.5%) Est. Cost $21.65 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $20 (+1.2%) Shares 808 (+1.5%) Est. Cost $23.95 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $2 (+12.6%) Shares 9 (+50.0%) Est. Cost $239.75 Unrealized +17.7%
BLDR BUILDERS FIRSTSOURCEINC COM 0.0%
Value ($000) $3 (-6.0%) Shares 31 (+10.7%) Est. Cost $136.40 Unrealized -17.6%
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $32 (+0.6%) Shares 406 (+1.5%) Est. Cost $78.37 Unrealized
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value ($000) $18 (+1.2%) Shares 354 (+1.1%) Est. Cost $49.06 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $35 (-0.5%) Shares 536 (+1.9%) Est. Cost $57.48 Unrealized
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.0%
Value ($000) $23 (+0.8%) Shares 502 (+1.2%) Est. Cost $46.17 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $19 (+1.0%) Shares 813 (+1.2%) Est. Cost $22.91 Unrealized
PHB POWERSHARES FUNDAMENTAL HIGH YLD CORP BD 0.0%
Value ($000) $11 (+1.5%) Shares 610 (+1.3%) Est. Cost $18.08 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $9 (+1.8%) Shares 1,476 (+2.5%) Est. Cost $5.81 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $1 (+21.5%) Shares 16 (+45.5%) Est. Cost $54.28 Unrealized +12.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $44 (+0.3%) Shares 964 (+49.9%) Est. Cost $33.75 Unrealized +35.0%
DCRE DOUBLELINE COMMERCIAL REAL ESTATE ETF 0.0%
Value ($000) $17 (+0.8%) Shares 335 (+1.2%) Est. Cost $51.87 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $0 (+68.2%) Shares 10 (+42.9%) Est. Cost $30.05 Unrealized +9.8%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $4 (+3.1%) Shares 23 (+15.0%) Est. Cost $132.94 Unrealized +45.4%
DMX DOUBLELINE MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $12 (+1.1%) Shares 230 (+1.3%) Est. Cost $49.81 Unrealized
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 0.0%
Value ($000) $4 (+3.3%) Shares 314 (+1.6%) Est. Cost $11.81 Unrealized
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $19 (-0.6%) Shares 406 (+2.0%) Est. Cost $47.63 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $11 (-1.0%) Shares 4,207 (+5.1%) Est. Cost $3.64 Unrealized -30.1%
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $3 (+4.4%) Shares 40 (+5.3%) Est. Cost $48.26 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $0 (+51.0%) Shares 7 (+75.0%) Est. Cost $48.51 Unrealized -4.3%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $6 (+1.8%) Shares 103 (+4.0%) Est. Cost $56.59 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $36 (+0.3%) Shares 327 (+1.6%) Est. Cost $46.93 Unrealized +134.1%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $5 (+2.0%) Shares 277 (+2.6%) Est. Cost $17.14 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $2 (+5.9%) Shares 32 (+52.4%) Est. Cost $60.14 Unrealized +1.6%
BNDW VANGUARD TOTAL WORLD BOND ETF 0.0%
Value ($000) $48 (+0.2%) Shares 698 (+1.6%) Est. Cost $69.27 Unrealized
FDHY FIDELITY ENHANCED HIGH YIELD ETF 0.0%
Value ($000) $5 (+1.6%) Shares 110 (+1.9%) Est. Cost $48.86 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $4 (+2.3%) Shares 68 (+13.3%) Est. Cost $53.94 Unrealized +1.5%
PPG PPG INDS INC COM 0.0%
Value ($000) $24 (-0.3%) Shares 231 (+2.2%) Est. Cost $104.64 Unrealized -4.3%
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 0.0%
Value ($000) $6 (+1.4%) Shares 292 (+1.7%) Est. Cost $18.97 Unrealized
HNGE HINGE HEALTH INC CL A 0.0%
Value ($000) $1 (+6.5%) Shares 27 (+12.5%) Est. Cost $43.49 Unrealized +10.8%
DVA DAVITA INC COM 0.0%
Value ($000) $0 (+28.2%) Shares 3 (+50.0%) Est. Cost $134.98 Unrealized -9.9%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $0 (+88.0%) Shares 2 (+100.0%) Est. Cost $79.03 Unrealized +1.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 (+40.7%) Shares 17 (+30.8%) Est. Cost $18.08 Unrealized -24.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $27 (-0.2%) Shares 91 (+7.1%) Est. Cost $237.26 Unrealized +27.5%
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT 0.0%
Value ($000) $1 (+6.0%) Shares 41 (+2.5%) Est. Cost $25.82 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $5 (+1.3%) Shares 50 (+13.6%) Est. Cost $115.25 Unrealized -17.6%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $1 (+5.8%) Shares 5 (+25.0%) Est. Cost $241.28 Unrealized -6.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 (+8.0%) Shares 40 (+42.9%) Est. Cost $17.71 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $6 (+1.0%) Shares 230 (+2.7%) Est. Cost $24.45 Unrealized
AXE COMPUTE INC COM NEW 0.0%
Value ($000) $0 (-41.2%) Shares 7 (+16.7%) Est. Cost $13.16 Unrealized
CSB VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF 0.0%
Value ($000) $9 (+0.4%) Shares 150 (+1.4%) Est. Cost $52.21 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 (+4.7%) Shares 27 (+8.0%) Est. Cost $30.94 Unrealized -9.6%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $1 (+4.7%) Shares 35 (+2.9%) Est. Cost $36.31 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $6 (-0.3%) Shares 96 (+1.1%) Est. Cost $86.53 Unrealized -25.3%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $15 (-0.1%) Shares 38 (+8.6%) Est. Cost $455.42 Unrealized -10.5%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $23 (-0.1%) Shares 220 (+7.8%) Est. Cost $110.36 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $10 (-0.2%) Shares 57 (+16.3%) Est. Cost $164.89 Unrealized +12.7%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $5 (+0.3%) Shares 115 (+1.8%) Est. Cost $46.36 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value ($000) $2 (+0.2%) Shares 272 (+2.6%) Est. Cost $6.77 Unrealized

Exited Positions (151)

BITWISE CRYPTO INDUSTRY INNOVATORS ETF 0.0%
Value ($000) $783 Shares 31,216 Est. Cost $9.84 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $372 Shares 6,225 Est. Cost $61.91 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $273 Shares 4,606 Est. Cost $58.61 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $145 Shares 7,021 Est. Cost $20.82 Unrealized
AXGN AXOGEN INC COM 0.0%
Value ($000) $86 Shares 4,800 Est. Cost $14.27 Unrealized +72.3%
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $68 Shares 4,898 Est. Cost $20.90 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value ($000) $61 Shares 535 Est. Cost $102.32 Unrealized
HAP VANECK NATURAL RESOURCES ETF 0.0%
Value ($000) $57 Shares 1,003 Est. Cost $49.81 Unrealized
ALLETE INC COM NEW 0.0%
Value ($000) $53 Shares 805 Est. Cost $74.63 Unrealized
SCUS SCHWAB ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.19 Unrealized
TDSC ETC CABANA TARGET DRAWDOWN 10 ETF 0.0%
Value ($000) $50 Shares 1,983 Est. Cost $24.38 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $47 Shares 1,261 Est. Cost $22.46 Unrealized
CVRT CALAMOS CONVERTIBLE EQUITY ALTERNATIVE ETF 0.0%
Value ($000) $46 Shares 1,270 Est. Cost $28.07 Unrealized
TDSB ETC CABANA TARGET BETA ETF 0.0%
Value ($000) $44 Shares 1,903 Est. Cost $22.27 Unrealized
CE CELANESE CORPORATION 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $88.11 Unrealized -53.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $172.50 Unrealized +17.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $33 Shares 100 Est. Cost $239.74 Unrealized +51.5%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $28 Shares 100 Est. Cost $125.14 Unrealized +90.2%
AMCOR PLC ORD 0.0%
Value ($000) $25 Shares 3,095 Est. Cost $9.21 Unrealized -10.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $153.89 Unrealized +55.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $24 Shares 100 Est. Cost $116.20 Unrealized +146.4%
ABERDEEN ASIA PACIFIC INCOME FUND INC 0.0%
Value ($000) $21 Shares 1,314 Est. Cost $17.40 Unrealized
RNGR RANGER ENERGY SVCS INC COM CL A 0.0%
Value ($000) $18 Shares 1,305 Est. Cost $12.21 Unrealized +11.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $107.74 Unrealized +40.5%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $15 Shares 650 Est. Cost $23.28 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $15 Shares 117 Est. Cost $142.97 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.0%
Value ($000) $15 Shares 125 Est. Cost $118.06 Unrealized
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.0%
Value ($000) $14 Shares 589 Est. Cost $24.83 Unrealized
ZROZ PIMCO ETF TR 25 YR ZERO CPN US TREAS INDEX FD 0.0%
Value ($000) $14 Shares 200 Est. Cost $67.96 Unrealized
CVGW CALAVO GROWERS INC COM 0.0%
Value ($000) $12 Shares 476 Est. Cost $25.51 Unrealized -13.8%
SGML SIGMA LITHIUM CORPORATION COM 0.0%
Value ($000) $11 Shares 1,738 Est. Cost $6.28 Unrealized +37.2%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $11 Shares 169 Est. Cost $72.34 Unrealized -4.7%
PSCC INVESCO S&P SMALLCAP CONSUMER STAPLES ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $34.76 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $9 Shares 103 Est. Cost $105.47 Unrealized -17.3%
MATX MATSON INC COM 0.0%
Value ($000) $9 Shares 95 Est. Cost $115.41 Unrealized -7.2%
OKTA OKTA INC CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $105.47 Unrealized -17.3%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $43.80 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.20 Unrealized
SLNO SOLENO THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 123 Est. Cost $74.14 Unrealized -26.0%
T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $8 Shares 1,750 Est. Cost $7.60 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $117.56 Unrealized -3.7%
BOUT INNOVATOR IBD BREAKOUT OPPORTUNITIES ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.72 Unrealized
RELY REMITLY GLOBAL INC COM 0.0%
Value ($000) $8 Shares 465 Est. Cost $17.95 Unrealized -19.1%
AGL AGILON HEALTH INC COM 0.0%
Value ($000) $7 Shares 7,245 Est. Cost $20.97 Unrealized -96.3%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $9.48 Unrealized -27.7%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $7 Shares 43 Est. Cost $158.09 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $7 Shares 71 Est. Cost $91.35 Unrealized +1.6%
URNJ SPROTT JUNIOR URANIUM MINERS ETF 0.0%
Value ($000) $7 Shares 225 Est. Cost $21.13 Unrealized
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.85 Unrealized +3.0%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $6 Shares 500 Est. Cost $6.14 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $6 Shares 3,581 Est. Cost $3.30 Unrealized
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $80.95 Unrealized -31.1%
CLSM ETC CABANA TARGET LEADING SECTOR MODERATE ETF 0.0%
Value ($000) $5 Shares 223 Est. Cost $20.86 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.64 Unrealized -2.1%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.61 Unrealized
ASH ASHLAND INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $82.52 Unrealized -36.3%
AMSF AMERISAFE INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.97 Unrealized -6.4%
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.56 Unrealized +0.1%
AKERO THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 91 Est. Cost $47.48 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.08 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value ($000) $3 Shares 140 Est. Cost $14.81 Unrealized +94.5%
AROC ARCHROCK INC COM 0.0%
Value ($000) $3 Shares 115 Est. Cost $23.84 Unrealized +3.3%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $3 Shares 101 Est. Cost $31.19 Unrealized -8.7%
NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $3 Shares 426 Est. Cost $6.68 Unrealized
AJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2026 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.28 Unrealized
WGO WINNEBAGO INDS INC COM 0.0%
Value ($000) $3 Shares 77 Est. Cost $42.15 Unrealized -13.5%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $3 Shares 5 Est. Cost $467.26 Unrealized +7.1%
PHR PHREESIA INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.20 Unrealized -24.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $2 Shares 91 Est. Cost $30.67 Unrealized -11.4%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $2 Shares 30 Est. Cost $53.58 Unrealized +35.2%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $2 Shares 19 Est. Cost $110.21 Unrealized
VGZ VISTA GOLD CORP COM NEW 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.58 Unrealized +232.8%
KEX KIRBY CORPORATION 0.0%
Value ($000) $2 Shares 25 Est. Cost $104.28 Unrealized -2.5%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.55 Unrealized
MMYT MAKEMYTRIP LIMITED F 0.0%
Value ($000) $2 Shares 21 Est. Cost $74.67 Unrealized +9.9%
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $11.76 Unrealized +147.6%
KW KENNEDY-WILSON HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 203 Est. Cost $10.46 Unrealized -14.3%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.0%
Value ($000) $2 Shares 21 Est. Cost $74.33 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $59.77 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $59.40 Unrealized
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.90 Unrealized +7.8%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $33.26 Unrealized
FRI FIRST TRUST S&P REIT INDEX FUND 0.0%
Value ($000) $1 Shares 47 Est. Cost $27.04 Unrealized
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.27 Unrealized +238.6%
ASPI ASP ISOTOPES INC COM 0.0%
Value ($000) $1 Shares 120 Est. Cost $9.22 Unrealized -13.7%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.50 Unrealized -5.5%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $45.82 Unrealized +13.7%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.68 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.67 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.47 Unrealized +7.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $1 Shares 53 Est. Cost $17.94 Unrealized -8.7%
SMBS SCHWAB MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.71 Unrealized
NEUEHEALTH INC COM NEW 0.0%
Value ($000) $1 Shares 115 Est. Cost $6.63 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.51 Unrealized +0.7%
ZLAB ZAI LAB LTD ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.95 Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $27.55 Unrealized +38.9%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $70.03 Unrealized -0.8%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.89 Unrealized +48.4%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $22.70 Unrealized
SRG SERITAGE GROWTH PPTYS CL A 0.0%
Value ($000) $1 Shares 146 Est. Cost $4.31 Unrealized -11.9%
MUX MCEWEN INC. COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $8.15 Unrealized +128.3%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.48 Unrealized -5.3%
CUBE CUBESMART COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.25 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.53 Unrealized -23.0%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.81 Unrealized -5.5%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.61 Unrealized -4.2%
ZG ZILLOW INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $41.46 Unrealized +69.6%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.27 Unrealized -59.9%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $23.79 Unrealized +9.1%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.52 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $443.72 Unrealized -6.4%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.84 Unrealized -18.4%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.89 Unrealized -6.8%
LAZRQ LUMINAR TECHNOLOGIES INC COM NEW CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.20 Unrealized -83.1%
LI LI AUTO INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 15 Est. Cost $27.13 Unrealized
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.53 Unrealized -14.5%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.86 Unrealized
IMMR IMMERSION CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.25 Unrealized -6.5%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $62.49 Unrealized -6.9%
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.00 Unrealized
COTY COTY INC COM CL A 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.10 Unrealized -28.7%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $378.52 Unrealized -37.7%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $309.32 Unrealized +2.7%
INFORMATICA INC COM CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.20 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.49 Unrealized -28.5%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.40 Unrealized
WING WINGSTOP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $260.10 Unrealized -4.8%
LNWO LIGHT & WONDER INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.63 Unrealized +3.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $125.23 Unrealized -3.4%
CNA CNA FINL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.70 Unrealized +0.3%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $27.69 Unrealized +3.0%
HNST HONEST CO INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.24 Unrealized -27.7%
PCVX VAXCYTE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.44 Unrealized +22.8%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $209.54 Unrealized -15.6%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 6,258 Est. Cost $1.31 Unrealized -98.0%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.04 Unrealized +15.9%
KELLANOVA COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.81 Unrealized +23.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.93 Unrealized -13.5%
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 74 Est. Cost $2.68 Unrealized -13.8%
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.05 Unrealized -31.4%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.37 Unrealized -30.2%
COHEN & STEERS INFRASTRUCTURE RT EXP 101625 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $0.08 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.98 Unrealized -58.1%
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.16 Unrealized +3.5%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $14.60 Unrealized -80.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.42 Unrealized -5.2%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.65 Unrealized -29.6%
RMCF ROCKY MTN CHOCOLATE FACTORY IN COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $1.80 Unrealized -7.8%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.00 Unrealized
UNIT UNITI GROUP LLC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.16 Unrealized -11.5%
PAVMED INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.80 Unrealized

Decreased Positions (434)

FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 0.0%
Value ($000) $260 (-94.4%) Shares 11,099 (-94.3%) Est. Cost $24.09 Unrealized
FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 0.0%
Value ($000) $275 (-94.1%) Shares 5,827 (-94.1%) Est. Cost $47.27 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $275 (-94.1%) Shares 2,942 (-94.1%) Est. Cost $92.64 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $200 (-95.3%) Shares 1,895 (-94.9%) Est. Cost $91.71 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $367 (-91.2%) Shares 1,896 (-91.5%) Est. Cost $147.41 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $413 (-87.8%) Shares 4,475 (-88.2%) Est. Cost $81.61 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.3%
Value ($000) $23,623 (-9.4%) Shares 861,205 (-9.8%) Est. Cost $38.54 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $295 (-87.3%) Shares 749 (-87.2%) Est. Cost $324.82 Unrealized
GLD SPDR GOLD ETF 1.3%
Value ($000) $24,786 (+8.7%) Shares 62,542 (-2.5%) Est. Cost $234.14 Unrealized
GOOGL GOOGLE INC 0.4%
Value ($000) $7,832 (+26.2%) Shares 25,021 (-2.0%) Est. Cost $122.26 Unrealized +133.6%
TBIL US TREASURY 3 MONTH BILL ETF 0.2%
Value ($000) $2,878 (-34.7%) Shares 57,696 (-34.6%) Est. Cost $50.01 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.7%
Value ($000) $12,455 (-10.4%) Shares 150,381 (-10.2%) Est. Cost $82.10 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $294 (-82.4%) Shares 1,390 (-82.2%) Est. Cost $215.51 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $73 (-94.8%) Shares 707 (-94.7%) Est. Cost $89.70 Unrealized
PEY POWERSHARES HY DIVIDEND ACHIEVERS 0.2%
Value ($000) $2,966 (-30.9%) Shares 145,499 (-28.6%) Est. Cost $20.67 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $72 (-94.6%) Shares 357 (-93.6%) Est. Cost $235.20 Unrealized -10.2%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $5,608 (+26.5%) Shares 17,872 (-1.9%) Est. Cost $116.20 Unrealized +146.4%
MSTR MICROSTRATEGY INC A NEW 0.0%
Value ($000) $630 (-63.8%) Shares 4,146 (-23.2%) Est. Cost $195.31 Unrealized +17.9%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $9,097 (-9.5%) Shares 156,525 (-10.4%) Est. Cost $53.45 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.4%
Value ($000) $7,798 (-9.9%) Shares 141,981 (-12.7%) Est. Cost $44.23 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $2,733 (-22.7%) Shares 15,378 (-20.7%) Est. Cost $38.95 Unrealized +364.8%
FISV FISERV INC 0.0%
Value ($000) $697 (-49.9%) Shares 10,379 (-3.8%) Est. Cost $77.73 Unrealized +7.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $330 (-67.4%) Shares 6,638 (-57.4%) Est. Cost $55.18 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $855 (-41.1%) Shares 3,779 (-12.1%) Est. Cost $197.35 Unrealized +51.0%
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 0.2%
Value ($000) $4,069 (-12.6%) Shares 112,520 (-14.9%) Est. Cost $27.45 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $1,402 (+54.7%) Shares 13,801 (-16.7%) Est. Cost $56.56 Unrealized +42.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $1,058 (-31.0%) Shares 9,358 (-12.7%) Est. Cost $51.59 Unrealized +152.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.1%
Value ($000) $20,341 (-2.2%) Shares 141,732 (-4.0%) Est. Cost $129.64 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $50 (-90.0%) Shares 695 (-80.9%) Est. Cost $117.95 Unrealized -14.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $3,675 (-9.6%) Shares 6,445 (-3.4%) Est. Cost $323.67 Unrealized +78.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $691 (-35.3%) Shares 13,733 (-35.6%) Est. Cost $51.01 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $1,884 (-16.3%) Shares 40,065 (-18.4%) Est. Cost $35.31 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.2%
Value ($000) $3,710 (-8.2%) Shares 89,575 (-10.5%) Est. Cost $32.40 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $3,394 (-8.5%) Shares 10,280 (-4.3%) Est. Cost $392.21 Unrealized -14.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $328 (-47.9%) Shares 4,573 (-19.0%) Est. Cost $47.44 Unrealized +135.1%
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $31 (-90.7%) Shares 3,001 (-83.3%) Est. Cost $15.92 Unrealized -10.6%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $231 (-55.6%) Shares 1,052 (-54.3%) Est. Cost $204.10 Unrealized +19.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $700 (-28.9%) Shares 1,494 (-25.6%) Est. Cost $256.44 Unrealized +98.6%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $3,500 (+8.8%) Shares 28,518 (-1.6%) Est. Cost $57.19 Unrealized +111.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $958 (-22.6%) Shares 5,916 (-19.5%) Est. Cost $110.26 Unrealized +41.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $388 (-41.7%) Shares 668 (-30.0%) Est. Cost $319.11 Unrealized +95.9%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $725 (-27.6%) Shares 9,505 (-5.3%) Est. Cost $67.55 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $7 (-97.5%) Shares 150 (-97.1%) Est. Cost $55.58 Unrealized -17.2%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $625 (+65.8%) Shares 2,191 (-2.8%) Est. Cost $92.96 Unrealized +146.7%
ALBEMARLE CORP 7.25 DEP SHS A 0.0%
Value ($000) $701 (+54.7%) Shares 11,798 (-1.3%) Est. Cost $37.88 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.3%
Value ($000) $4,817 (+5.4%) Shares 41,491 (-1.1%) Est. Cost $40.04 Unrealized +176.0%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $73 (-76.8%) Shares 3,316 (-68.7%) Est. Cost $15.90 Unrealized +105.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $164 (-59.3%) Shares 3,000 (-60.0%) Est. Cost $40.44 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,374 (+20.5%) Shares 6,416 (-9.0%) Est. Cost $102.32 Unrealized +119.5%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $3,205 (-6.8%) Shares 16,782 (-9.0%) Est. Cost $126.67 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.1%
Value ($000) $2,524 (-8.4%) Shares 8,167 (-10.3%) Est. Cost $238.16 Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $20 (-91.9%) Shares 286 (-94.4%) Est. Cost $44.39 Unrealized +29.1%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $43 (-83.5%) Shares 1,594 (-68.4%) Est. Cost $50.65 Unrealized -20.0%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $484 (-31.0%) Shares 96,963 (-16.8%) Est. Cost $3.60 Unrealized +53.6%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $3,540 (-5.8%) Shares 69,600 (-5.4%) Est. Cost $50.65 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $150 (-59.1%) Shares 2,010 (-59.9%) Est. Cost $32.58 Unrealized +120.9%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $16 (-92.8%) Shares 417 (-90.6%) Est. Cost $49.66 Unrealized
KBWB INVESCO KBW BANK ETF 0.1%
Value ($000) $971 (-17.4%) Shares 11,522 (-23.4%) Est. Cost $64.51 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $145 (-57.5%) Shares 3,618 (-17.5%) Est. Cost $27.67 Unrealized +35.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $10 (-94.8%) Shares 300 (-94.4%) Est. Cost $15.19 Unrealized +116.5%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $145 (-56.3%) Shares 1,819 (-40.4%) Est. Cost $131.74 Unrealized -31.9%
MRK MERCK & CO INC 0.1%
Value ($000) $1,189 (+18.6%) Shares 11,296 (-5.4%) Est. Cost $57.21 Unrealized +63.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $1,764 (-9.5%) Shares 37,468 (-9.7%) Est. Cost $46.03 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,647 (-9.7%) Shares 8,445 (-2.5%) Est. Cost $160.01 Unrealized +21.9%
AVGO BROADCOM INC COM 0.3%
Value ($000) $4,933 (+3.6%) Shares 14,252 (-1.2%) Est. Cost $151.92 Unrealized +135.0%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $670 (-19.9%) Shares 13,434 (-19.9%) Est. Cost $49.51 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $132 (-55.1%) Shares 200 (-50.0%) Est. Cost $265.37 Unrealized +151.5%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1.4%
Value ($000) $27,206 (+0.6%) Shares 687,201 (-2.0%) Est. Cost $30.87 Unrealized
TSLA TESLA MOTORS INC 0.4%
Value ($000) $7,654 (-2.0%) Shares 17,019 (-3.1%) Est. Cost $240.91 Unrealized +84.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $483 (-24.0%) Shares 2,781 (-16.2%) Est. Cost $228.26 Unrealized -28.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.3%
Value ($000) $4,888 (-3.0%) Shares 128,254 (-7.5%) Est. Cost $25.16 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $306 (-32.3%) Shares 1,600 (-32.1%) Est. Cost $156.54 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.5%
Value ($000) $10,307 (+1.4%) Shares 236,177 (-2.4%) Est. Cost $32.28 Unrealized
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.0%
Value ($000) $613 (-18.3%) Shares 8,435 (-20.0%) Est. Cost $60.99 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $62 (-68.6%) Shares 1,538 (-69.7%) Est. Cost $39.34 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $2,731 (+4.9%) Shares 48,237 (-1.6%) Est. Cost $38.24 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $4,401 (-2.8%) Shares 27,437 (-1.7%) Est. Cost $70.69 Unrealized +117.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $1,605 (+8.4%) Shares 10,369 (-2.5%) Est. Cost $124.07 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $927 (-11.8%) Shares 2,860 (-5.8%) Est. Cost $269.79 Unrealized +23.8%
C CITIGROUP INC 0.1%
Value ($000) $1,121 (+12.4%) Shares 9,611 (-2.2%) Est. Cost $55.92 Unrealized +85.3%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $2,412 (-4.9%) Shares 32,811 (-5.5%) Est. Cost $57.19 Unrealized +23.2%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $2,522 (-4.6%) Shares 18,660 (-12.6%) Est. Cost $67.50 Unrealized +97.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $652 (+22.8%) Shares 1,151 (-3.0%) Est. Cost $404.14 Unrealized +31.7%
QYLD Horizons NASDAQ 100 Covered Call ETF 0.0%
Value ($000) $65 (-64.1%) Shares 3,691 (-65.4%) Est. Cost $17.35 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $132 (-45.8%) Shares 2,244 (-45.7%) Est. Cost $59.73 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $247 (-31.0%) Shares 3,448 (-33.2%) Est. Cost $57.44 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $210 (-33.7%) Shares 1,300 (-19.5%) Est. Cost $148.30 Unrealized +22.7%
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $109 (-49.5%) Shares 1,247 (-33.9%) Est. Cost $71.71 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value ($000) $394 (-20.8%) Shares 7,307 (-20.3%) Est. Cost $51.62 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,474 (-6.2%) Shares 6,112 (-2.2%) Est. Cost $153.89 Unrealized +55.8%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $409 (+30.7%) Shares 5,031 (-2.0%) Est. Cost $40.08 Unrealized +75.6%
DOW DOW INC COM 0.0%
Value ($000) $153 (-38.4%) Shares 6,542 (-39.6%) Est. Cost $41.57 Unrealized -45.2%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $39 (-70.8%) Shares 4,000 (-69.7%) Est. Cost $11.82 Unrealized -18.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $125 (-41.7%) Shares 719 (-36.0%) Est. Cost $118.82 Unrealized +53.2%
DAYFORCE INC COM 0.0%
Value ($000) $0 (-99.6%) Shares 5 (-99.6%) Est. Cost $64.45 Unrealized +6.8%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $477 (-15.6%) Shares 9,535 (-4.0%) Est. Cost $51.14 Unrealized +5.0%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $238 (-26.3%) Shares 4,055 (-24.2%) Est. Cost $80.95 Unrealized -31.1%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $153 (-35.7%) Shares 2,205 (-34.5%) Est. Cost $72.74 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $559 (+17.8%) Shares 2,174 (-6.2%) Est. Cost $116.60 Unrealized +105.4%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $10 (-89.2%) Shares 435 (-84.8%) Est. Cost $31.51 Unrealized
ITB ISHARES DOW JONES US HOME CONST (ETF) 0.0%
Value ($000) $377 (-17.6%) Shares 3,918 (-8.2%) Est. Cost $85.25 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $368 (-17.7%) Shares 1,403 (-14.1%) Est. Cost $169.18 Unrealized +57.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $261 (-22.3%) Shares 1,784 (-5.3%) Est. Cost $116.93 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $580 (-11.4%) Shares 542 (-3.6%) Est. Cost $861.27 Unrealized +26.5%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $158 (-32.1%) Shares 2,106 (-32.6%) Est. Cost $62.72 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $650 (-10.2%) Shares 5,713 (-9.6%) Est. Cost $119.64 Unrealized -8.4%
ADBE ADOBE SYS INC 0.0%
Value ($000) $600 (-10.9%) Shares 1,714 (-10.2%) Est. Cost $364.39 Unrealized -6.7%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $332 (+28.0%) Shares 6,542 (-1.1%) Est. Cost $32.26 Unrealized +34.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $351 (-16.8%) Shares 1,768 (-18.5%) Est. Cost $145.41 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,101 (-6.0%) Shares 2,608 (-7.7%) Est. Cost $200.76 Unrealized +118.8%
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.1%
Value ($000) $1,223 (-5.4%) Shares 26,543 (-5.0%) Est. Cost $38.74 Unrealized
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $36 (-65.4%) Shares 304 (-65.4%) Est. Cost $119.03 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $251 (-20.5%) Shares 1,360 (-12.1%) Est. Cost $172.50 Unrealized +17.0%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 1.1%
Value ($000) $19,864 (-0.3%) Shares 285,119 (-2.1%) Est. Cost $55.33 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $241 (-20.9%) Shares 4,117 (-17.4%) Est. Cost $54.04 Unrealized +10.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $4,413 (-1.4%) Shares 9,324 (-2.4%) Est. Cost $259.90 Unrealized
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.1%
Value ($000) $1,983 (-3.0%) Shares 68,065 (-4.9%) Est. Cost $20.76 Unrealized
CE CELANESE CORPORATION 0.0%
Value ($000) $67 (-47.8%) Shares 1,585 (-48.0%) Est. Cost $88.11 Unrealized -53.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $92 (-39.3%) Shares 1,080 (-44.2%) Est. Cost $49.41 Unrealized +61.3%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $133 (-30.9%) Shares 5,010 (-29.7%) Est. Cost $51.32 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $300 (-15.8%) Shares 4,716 (-7.8%) Est. Cost $75.13 Unrealized -13.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $355 (-13.7%) Shares 17,534 (-12.9%) Est. Cost $20.74 Unrealized -4.6%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $62 (-47.3%) Shares 2,785 (-20.3%) Est. Cost $20.30 Unrealized +52.6%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $688 (-7.5%) Shares 6,850 (-7.2%) Est. Cost $100.70 Unrealized
VG VENTURE GLOBAL INC COM CL A 0.0%
Value ($000) $18 (-75.2%) Shares 2,675 (-48.3%) Est. Cost $13.25 Unrealized -37.3%
WWD WOODWARD INC COM 0.0%
Value ($000) $456 (+13.7%) Shares 1,508 (-4.9%) Est. Cost $125.92 Unrealized +118.2%
FSK FS INVESTMENT CORPORATION 0.0%
Value ($000) $39 (-58.3%) Shares 2,633 (-58.0%) Est. Cost $13.28 Unrealized +10.6%
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value ($000) $118 (-31.5%) Shares 1,413 (-31.2%) Est. Cost $82.33 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $115 (-32.1%) Shares 8,136 (-28.4%) Est. Cost $16.76 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $1,924 (-2.7%) Shares 42,327 (-5.4%) Est. Cost $35.77 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $24 (-68.8%) Shares 469 (-58.6%) Est. Cost $35.24 Unrealized +79.9%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $40 (-56.2%) Shares 317 (-38.7%) Est. Cost $158.71 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $754 (+7.3%) Shares 2,739 (-8.0%) Est. Cost $91.66 Unrealized +182.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $304 (-14.1%) Shares 5,388 (-7.4%) Est. Cost $49.76 Unrealized +15.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $257 (-16.3%) Shares 4,395 (-3.8%) Est. Cost $94.95 Unrealized -31.7%
VCRB VANGUARD CORE BOND ETF 0.0%
Value ($000) $56 (-46.6%) Shares 723 (-46.2%) Est. Cost $77.57 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $427 (-10.1%) Shares 4,537 (-9.2%) Est. Cost $70.94 Unrealized
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.0%
Value ($000) $725 (-6.1%) Shares 8,095 (-7.6%) Est. Cost $58.57 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $41 (-53.0%) Shares 525 (-55.5%) Est. Cost $81.53 Unrealized -5.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $177 (-20.8%) Shares 852 (-32.2%) Est. Cost $352.20 Unrealized -48.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $163 (-21.9%) Shares 1,787 (-7.7%) Est. Cost $87.06 Unrealized +12.2%
KBDC KAYNE ANDERSON BDC INC COM SHS 0.0%
Value ($000) $84 (-35.1%) Shares 5,850 (-39.7%) Est. Cost $15.02 Unrealized -5.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $313 (-12.5%) Shares 804 (-5.2%) Est. Cost $269.61 Unrealized +53.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $362 (-10.7%) Shares 7,788 (-3.2%) Est. Cost $52.57 Unrealized -9.7%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $18 (-71.1%) Shares 31 (-63.5%) Est. Cost $662.71 Unrealized -6.4%
PRI PRIMERICA INC COM 0.0%
Value ($000) $8 (-84.8%) Shares 30 (-83.7%) Est. Cost $273.39 Unrealized -4.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $734 (+6.2%) Shares 2,351 (-3.9%) Est. Cost $241.52 Unrealized +21.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $464 (-8.3%) Shares 2,005 (-6.3%) Est. Cost $164.42 Unrealized +38.3%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $119 (-25.9%) Shares 1,229 (-24.6%) Est. Cost $75.48 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $537 (+8.2%) Shares 1,492 (-2.0%) Est. Cost $198.62 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $84 (-32.3%) Shares 772 (-30.0%) Est. Cost $86.01 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $167 (-18.5%) Shares 2,939 (-4.0%) Est. Cost $29.18 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $56 (-40.0%) Shares 300 (-40.0%) Est. Cost $97.13 Unrealized +91.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $191 (-16.3%) Shares 1,517 (-2.7%) Est. Cost $170.23 Unrealized -23.5%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $807 (-4.3%) Shares 10,013 (-3.6%) Est. Cost $79.45 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $813 (-4.2%) Shares 57,660 (-1.8%) Est. Cost $13.92 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $136 (-20.8%) Shares 1,475 (-24.3%) Est. Cost $82.80 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $220 (-13.8%) Shares 3,743 (-18.5%) Est. Cost $54.33 Unrealized +11.8%
CGBD CARLYLE SECURED LENDING INC COM 0.0%
Value ($000) $81 (-28.5%) Shares 6,521 (-28.4%) Est. Cost $15.71 Unrealized -23.2%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1,651 (+2.0%) Shares 20,810 (-3.1%) Est. Cost $67.58 Unrealized +16.4%
CRM SALESFORCE COM 0.0%
Value ($000) $416 (+8.1%) Shares 1,571 (-3.3%) Est. Cost $191.12 Unrealized +29.8%
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value ($000) $8 (-79.7%) Shares 375 (-81.3%) Est. Cost $23.95 Unrealized -16.3%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $848 (+3.7%) Shares 8,841 (-1.9%) Est. Cost $59.45 Unrealized +53.9%
CSX CSX CORP 0.0%
Value ($000) $483 (-5.9%) Shares 13,327 (-7.8%) Est. Cost $30.21 Unrealized +18.2%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $695 (-4.1%) Shares 4,925 (-5.1%) Est. Cost $109.22 Unrealized
B BARRICK GOLD CORP F 0.0%
Value ($000) $159 (+22.8%) Shares 3,660 (-7.6%) Est. Cost $22.35 Unrealized +67.4%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $158 (-15.6%) Shares 608 (-6.0%) Est. Cost $181.01 Unrealized +53.2%
MFIC APOLLO INVT CORP COM SH BEN INT 0.0%
Value ($000) $140 (-17.1%) Shares 12,213 (-13.1%) Est. Cost $12.14 Unrealized -4.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $148 (-16.1%) Shares 2,013 (-18.3%) Est. Cost $64.67 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $217 (-11.4%) Shares 3,614 (-6.6%) Est. Cost $25.69 Unrealized +133.8%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $477 (-5.5%) Shares 4,267 (-6.7%) Est. Cost $103.02 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $40 (-40.3%) Shares 806 (-41.5%) Est. Cost $32.54 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $9 (-75.4%) Shares 114 (-75.9%) Est. Cost $65.91 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value ($000) $212 (-11.1%) Shares 1,864 (-11.2%) Est. Cost $98.70 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $22 (-54.6%) Shares 55 (-47.1%) Est. Cost $514.27 Unrealized -19.5%
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value ($000) $714 (-3.6%) Shares 27,698 (-4.2%) Est. Cost $37.95 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $81 (+48.6%) Shares 4,230 (-6.3%) Est. Cost $7.50 Unrealized +103.7%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $45 (-36.9%) Shares 1,056 (-36.2%) Est. Cost $42.75 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $1,358 (-1.9%) Shares 22,568 (-6.3%) Est. Cost $53.48 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $48 (-35.5%) Shares 829 (-33.0%) Est. Cost $57.89 Unrealized +2.7%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $295 (+9.6%) Shares 316 (-3.1%) Est. Cost $242.20 Unrealized +281.1%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $9 (-74.9%) Shares 185 (-72.2%) Est. Cost $45.57 Unrealized +1.5%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $1,092 (+2.3%) Shares 1,242 (-11.7%) Est. Cost $170.13 Unrealized +380.7%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $864 (-2.7%) Shares 29,193 (-4.4%) Est. Cost $38.59 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $2,936 (+0.8%) Shares 70,980 (-3.4%) Est. Cost $32.80 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $289 (+9.1%) Shares 1,000 (-11.0%) Est. Cost $232.86 Unrealized +12.3%
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $221 (-9.7%) Shares 1,260 (-8.4%) Est. Cost $131.37 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $163 (-12.7%) Shares 5,179 (-13.6%) Est. Cost $34.17 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $12 (-66.8%) Shares 1,017 (-67.0%) Est. Cost $11.97 Unrealized
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $144 (-13.8%) Shares 1,100 (-8.1%) Est. Cost $104.72 Unrealized +27.2%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $76 (-23.0%) Shares 853 (-16.4%) Est. Cost $102.06 Unrealized -10.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $267 (-7.7%) Shares 3,439 (-6.9%) Est. Cost $69.10 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $8 (-74.2%) Shares 200 (-66.7%) Est. Cost $93.21 Unrealized -52.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $90 (+31.1%) Shares 3,109 (-11.1%) Est. Cost $14.39 Unrealized +62.4%
LEA LEAR CORP 0.0%
Value ($000) $11 (-65.0%) Shares 100 (-69.2%) Est. Cost $91.26 Unrealized +16.5%
DCMT DOUBLELINE COMMODITY STRATEGY ETF 0.0%
Value ($000) $73 (-22.2%) Shares 2,807 (-19.4%) Est. Cost $25.77 Unrealized
KTOS KRATOS DEFENSE & SECSOLUTIONS COM 0.0%
Value ($000) $91 (-18.6%) Shares 1,202 (-2.0%) Est. Cost $14.18 Unrealized +477.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $264 (-7.3%) Shares 1,868 (-7.1%) Est. Cost $144.52 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $515 (-3.9%) Shares 4,950 (-4.8%) Est. Cost $85.72 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $15 (-57.9%) Shares 384 (-51.6%) Est. Cost $53.15 Unrealized -22.0%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $22 (-47.1%) Shares 900 (-30.8%) Est. Cost $36.80 Unrealized
CLS CELESTICA INC COM 0.0%
Value ($000) $30 (-40.0%) Shares 100 (-50.0%) Est. Cost $138.09 Unrealized +118.2%
VV VANGUARD LARGE CAP 0.1%
Value ($000) $2,192 (+0.9%) Shares 6,964 (-1.3%) Est. Cost $216.91 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $1,046 (+1.9%) Shares 10,102 (-2.5%) Est. Cost $85.75 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $327 (+6.1%) Shares 4,123 (-2.3%) Est. Cost $64.24 Unrealized +19.2%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $33 (-36.3%) Shares 800 (-37.9%) Est. Cost $31.62 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 (-96.5%) Shares 90 (-94.9%) Est. Cost $15.91 Unrealized -50.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $701 (-2.5%) Shares 2,322 (-3.9%) Est. Cost $205.99 Unrealized
EAT BRINKER INTL INC 0.0%
Value ($000) $5 (-76.3%) Shares 38 (-79.1%) Est. Cost $156.94 Unrealized -16.5%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $18 (-48.9%) Shares 394 (-42.0%) Est. Cost $45.41 Unrealized +13.0%
EQT EQT CORP COM 0.0%
Value ($000) $65 (-20.8%) Shares 1,217 (-19.6%) Est. Cost $51.12 Unrealized +9.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $102 (-14.4%) Shares 15,774 (-36.4%) Est. Cost $4.34 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $99 (+19.9%) Shares 697 (-31.3%) Est. Cost $117.56 Unrealized -3.7%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $838 (-1.9%) Shares 31,933 (-3.9%) Est. Cost $36.71 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $18 (-47.9%) Shares 114 (-41.8%) Est. Cost $110.18 Unrealized +48.1%
SMLR SEMLER SCIENTIFIC INC COM 0.0%
Value ($000) $3 (-82.4%) Shares 225 (-65.4%) Est. Cost $34.40 Unrealized -34.1%
INTC INTEL CORP COM 0.0%
Value ($000) $11 (-58.8%) Shares 300 (-62.5%) Est. Cost $39.64 Unrealized -4.8%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $125 (-11.1%) Shares 726 (-5.2%) Est. Cost $102.52 Unrealized +82.8%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $578 (+2.8%) Shares 34,523 (-1.7%) Est. Cost $12.38 Unrealized +29.8%
XBI SPDR BIOTECH ETF 0.0%
Value ($000) $162 (+10.4%) Shares 1,327 (-9.3%) Est. Cost $108.41 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $3 (-83.0%) Shares 81 (-78.1%) Est. Cost $93.21 Unrealized -52.4%
MMM 3M CO COM 0.0%
Value ($000) $16 (-48.4%) Shares 100 (-50.0%) Est. Cost $131.81 Unrealized +23.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $365 (-3.9%) Shares 4,339 (-3.5%) Est. Cost $84.28 Unrealized -0.3%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $78 (+22.9%) Shares 333 (-23.4%) Est. Cost $78.71 Unrealized +146.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $7 (-65.5%) Shares 281 (-61.0%) Est. Cost $16.19 Unrealized +67.4%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $43 (-24.9%) Shares 306 (-24.4%) Est. Cost $159.03 Unrealized -16.4%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.1%
Value ($000) $1,346 (-1.0%) Shares 49,456 (-4.3%) Est. Cost $32.75 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $35 (-28.2%) Shares 425 (-31.1%) Est. Cost $71.65 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $77 (-14.9%) Shares 702 (-23.6%) Est. Cost $94.08 Unrealized +7.6%
DHI D R HORTON INC 0.0%
Value ($000) $59 (-18.4%) Shares 407 (-4.0%) Est. Cost $121.15 Unrealized +25.5%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $604 (-2.1%) Shares 11,972 (-1.9%) Est. Cost $49.75 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $42 (-23.5%) Shares 112 (-13.2%) Est. Cost $336.30 Unrealized +15.6%
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.0%
Value ($000) $185 (+7.4%) Shares 11,650 (-1.4%) Est. Cost $12.54 Unrealized +17.5%
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value ($000) $484 (-2.6%) Shares 9,698 (-4.5%) Est. Cost $38.06 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $119 (-9.5%) Shares 1,509 (-5.6%) Est. Cost $54.26 Unrealized +45.5%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $446 (-2.7%) Shares 6,720 (-4.8%) Est. Cost $60.70 Unrealized
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.0%
Value ($000) $15 (-44.9%) Shares 116 (-44.5%) Est. Cost $128.30 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $171 (-6.5%) Shares 386 (-9.4%) Est. Cost $107.45 Unrealized +306.9%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $518 (-2.2%) Shares 9,609 (-1.8%) Est. Cost $50.96 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.0%
Value ($000) $111 (-9.4%) Shares 1,557 (-6.8%) Est. Cost $70.44 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $193 (-5.6%) Shares 9,903 (-13.9%) Est. Cost $10.47 Unrealized +86.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $59 (-16.4%) Shares 1,429 (-3.9%) Est. Cost $42.30 Unrealized -1.8%
ACM AECOM COM 0.0%
Value ($000) $2 (-82.6%) Shares 25 (-76.2%) Est. Cost $113.33 Unrealized +3.5%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $1 (-89.6%) Shares 56 (-89.6%) Est. Cost $22.97 Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $34 (+47.8%) Shares 7,837 (-28.0%) Est. Cost $1.44 Unrealized +227.5%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $213 (-4.6%) Shares 4,252 (-5.0%) Est. Cost $49.30 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $6 (-63.7%) Shares 24 (-55.6%) Est. Cost $284.30 Unrealized -5.9%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $216 (-4.5%) Shares 15,950 (-3.6%) Est. Cost $13.67 Unrealized -0.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $197 (-4.9%) Shares 2,535 (-5.9%) Est. Cost $66.19 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $120 (-7.8%) Shares 1,700 (-5.6%) Est. Cost $60.85 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $448 (-2.2%) Shares 6,279 (-7.1%) Est. Cost $55.14 Unrealized
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $52 (-16.1%) Shares 2,060 (-16.0%) Est. Cost $28.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $221 (-4.2%) Shares 6,902 (-6.6%) Est. Cost $26.79 Unrealized
CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 0.0%
Value ($000) $21 (-31.7%) Shares 232 (-35.7%) Est. Cost $88.31 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $88 (-9.8%) Shares 1,984 (-11.7%) Est. Cost $32.93 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $7 (-57.1%) Shares 100 (-50.0%) Est. Cost $55.37 Unrealized +45.9%
DMLP DORCHESTER MINERALS L P COM UNIT 0.0%
Value ($000) $9 (-50.6%) Shares 400 (-42.9%) Est. Cost $18.24 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $253 (-3.5%) Shares 8,158 (-1.4%) Est. Cost $33.30 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $7 (-57.9%) Shares 34 (-59.5%) Est. Cost $198.45 Unrealized -4.5%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $19 (-31.8%) Shares 270 (-20.6%) Est. Cost $55.37 Unrealized +45.9%
XPEV XPENG INC ADS 0.0%
Value ($000) $7 (-55.1%) Shares 355 (-48.2%) Est. Cost $20.35 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 (-69.1%) Shares 45 (-79.7%) Est. Cost $73.67 Unrealized +3.0%
XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value ($000) $144 (-5.7%) Shares 1,144 (-1.3%) Est. Cost $98.48 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $138 (-5.9%) Shares 852 (-12.4%) Est. Cost $111.07 Unrealized +56.3%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $310 (-2.7%) Shares 13,272 (-2.5%) Est. Cost $23.27 Unrealized
ESGE iShares MSCI EM ESG Optimized ETF 0.0%
Value ($000) $276 (-3.0%) Shares 6,258 (-4.6%) Est. Cost $33.10 Unrealized
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $1 (-86.6%) Shares 70 (-90.9%) Est. Cost $13.51 Unrealized +11.7%
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $15 (-36.4%) Shares 1,030 (-16.3%) Est. Cost $15.98 Unrealized +8.2%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $2,452 (+0.3%) Shares 62,686 (-1.6%) Est. Cost $34.12 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $67 (-10.8%) Shares 522 (-13.0%) Est. Cost $104.69 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $375 (-2.1%) Shares 1,587 (-3.0%) Est. Cost $188.11 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $10 (-44.5%) Shares 794 (-43.0%) Est. Cost $12.26 Unrealized +0.8%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $49 (-13.8%) Shares 2,125 (-3.8%) Est. Cost $24.54 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $112 (-6.5%) Shares 272 (-9.0%) Est. Cost $301.39 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $655 (+1.2%) Shares 5,087 (-1.1%) Est. Cost $80.76 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $36 (-17.7%) Shares 2,208 (-2.0%) Est. Cost $21.17 Unrealized -17.5%
BSV VANGUARD SHORT TERM BOND 0.0%
Value ($000) $403 (-1.9%) Shares 5,108 (-1.7%) Est. Cost $77.48 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $34 (-18.3%) Shares 200 (-20.0%) Est. Cost $127.48 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $35 (-17.3%) Shares 194 (-26.2%) Est. Cost $207.45 Unrealized -16.9%
VFQY VANGUARD U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $10 (-41.8%) Shares 67 (-42.7%) Est. Cost $141.61 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $7 (-51.6%) Shares 242 (-43.9%) Est. Cost $28.98 Unrealized +1.1%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $54 (-11.8%) Shares 291 (-9.6%) Est. Cost $144.25 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 (-75.1%) Shares 6 (-71.4%) Est. Cost $376.01 Unrealized +17.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $27 (-20.8%) Shares 256 (-20.7%) Est. Cost $105.50 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $1 (-92.4%) Shares 6 (-91.5%) Est. Cost $110.73 Unrealized -7.1%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $15 (-32.3%) Shares 332 (-33.7%) Est. Cost $36.52 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $7 (-49.1%) Shares 100 (-65.6%) Est. Cost $28.46 Unrealized +150.7%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $71 (-8.9%) Shares 326 (-4.4%) Est. Cost $168.05 Unrealized +27.2%
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value ($000) $52 (-11.6%) Shares 3,150 (-13.7%) Est. Cost $18.34 Unrealized -10.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $77 (-8.1%) Shares 7,676 (-7.9%) Est. Cost $10.34 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $56 (-10.6%) Shares 1,646 (-12.8%) Est. Cost $27.75 Unrealized
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $109 (-5.7%) Shares 1,835 (-2.7%) Est. Cost $57.14 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $7 (-49.2%) Shares 125 (-47.9%) Est. Cost $44.53 Unrealized
QEMM SPDR MSCI EMERGING MARKETS STRATEGICFACTORS ETF 0.0%
Value ($000) $11 (-38.7%) Shares 159 (-38.6%) Est. Cost $61.90 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $3,082 (-0.2%) Shares 11,285 (-1.3%) Est. Cost $171.65 Unrealized +57.7%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $58 (-10.0%) Shares 1,112 (-9.2%) Est. Cost $50.98 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $47 (-11.9%) Shares 236 (-4.1%) Est. Cost $100.88 Unrealized +109.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $220 (+2.8%) Shares 765 (-7.3%) Est. Cost $222.45 Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $0 (-99.0%) Shares 1 (-99.1%) Est. Cost $31.24 Unrealized +76.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 (-84.6%) Shares 17 (-85.7%) Est. Cost $66.66 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $18 (-25.3%) Shares 726 (-19.8%) Est. Cost $30.96 Unrealized -20.5%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $199 (-2.8%) Shares 1,953 (-1.5%) Est. Cost $103.90 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $5 (-53.5%) Shares 266 (-50.0%) Est. Cost $19.41 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $740 (-0.7%) Shares 7,434 (-2.4%) Est. Cost $83.95 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $40 (+15.2%) Shares 52 (-16.1%) Est. Cost $739.48 Unrealized -8.2%
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $14 (-27.9%) Shares 477 (-23.2%) Est. Cost $20.91 Unrealized +41.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $0 (-93.7%) Shares 9 (-92.6%) Est. Cost $42.35 Unrealized -3.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $345 (+1.5%) Shares 717 (-2.0%) Est. Cost $310.57 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $40 (-11.2%) Shares 610 (-10.7%) Est. Cost $50.63 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $723 (-0.7%) Shares 2,879 (-3.0%) Est. Cost $100.07 Unrealized +148.6%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $4 (-53.5%) Shares 105 (-45.0%) Est. Cost $28.94 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $28 (-14.3%) Shares 172 (-10.4%) Est. Cost $122.10 Unrealized +38.3%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $1,815 (+0.2%) Shares 4,860 (-1.9%) Est. Cost $300.65 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $5 (-48.2%) Shares 51 (-49.5%) Est. Cost $59.24 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $89 (+5.0%) Shares 2,332 (-6.0%) Est. Cost $43.18 Unrealized -16.5%
VOXR VOX ROYALTY CORP COM 0.0%
Value ($000) $1 (-85.6%) Shares 150 (-87.0%) Est. Cost $3.41 Unrealized +32.6%
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.0%
Value ($000) $4 (-50.1%) Shares 145 (-50.8%) Est. Cost $26.88 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $7 (-35.9%) Shares 427 (-34.6%) Est. Cost $16.71 Unrealized
ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST 0.0%
Value ($000) $721 (-0.6%) Shares 26,989 (-1.5%) Est. Cost $24.66 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $52 (-7.2%) Shares 194 (-3.5%) Est. Cost $142.95 Unrealized
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 0.0%
Value ($000) $23 (-13.9%) Shares 925 (-14.0%) Est. Cost $25.19 Unrealized
GLDG GOLDMINING INC COM 0.0%
Value ($000) $4 (-46.8%) Shares 3,400 (-47.7%) Est. Cost $0.92 Unrealized +50.9%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 (-50.1%) Shares 200 (-50.0%) Est. Cost $18.36 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $99 (+3.8%) Shares 2,107 (-1.2%) Est. Cost $27.68 Unrealized +57.7%
FSM FORTUNA MNG CORP COM NEW 0.0%
Value ($000) $31 (-10.5%) Shares 3,135 (-18.3%) Est. Cost $5.00 Unrealized +80.2%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $15 (-19.7%) Shares 18 (-5.3%) Est. Cost $607.76 Unrealized +42.7%
DEO DIAGEO PLC 0.0%
Value ($000) $3 (-54.2%) Shares 35 (-49.3%) Est. Cost $114.98 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $13 (-21.5%) Shares 130 (-16.1%) Est. Cost $83.72 Unrealized +20.7%
SELV SEI ENHANCED LOW VOLATILITY U.S. LARGE CAP ETF 0.0%
Value ($000) $32 (-10.1%) Shares 977 (-11.1%) Est. Cost $28.96 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $163 (-2.1%) Shares 1,372 (-1.2%) Est. Cost $104.79 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $3 (-56.8%) Shares 25 (-51.0%) Est. Cost $98.77 Unrealized +9.6%
DNN DENISON MINES CORP COM 0.0%
Value ($000) $16 (-16.7%) Shares 6,202 (-13.9%) Est. Cost $1.73 Unrealized +57.5%
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $544 (-0.6%) Shares 11,349 (-1.4%) Est. Cost $46.97 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $1 (-68.7%) Shares 38 (-68.6%) Est. Cost $33.58 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value ($000) $3 (-47.7%) Shares 750 (-50.0%) Est. Cost $1.57 Unrealized +143.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $54 (-4.7%) Shares 60 (-3.2%) Est. Cost $625.41 Unrealized +53.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $4 (-40.8%) Shares 136 (-45.8%) Est. Cost $30.85 Unrealized -11.7%
URG UR-ENERGY INC COM 0.0%
Value ($000) $5 (-33.0%) Shares 3,738 (-13.8%) Est. Cost $0.80 Unrealized +85.5%
TGT TARGET CORP COM 0.0%
Value ($000) $385 (+0.7%) Shares 3,940 (-7.6%) Est. Cost $108.65 Unrealized -15.7%
FUL FULLER H B CO COM 0.0%
Value ($000) $48 (-5.1%) Shares 799 (-5.4%) Est. Cost $60.40 Unrealized -3.1%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $1 (-68.5%) Shares 90 (-52.6%) Est. Cost $11.44 Unrealized +49.5%
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $33 (-6.9%) Shares 177 (-1.7%) Est. Cost $151.62 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $12 (-16.5%) Shares 107 (-19.5%) Est. Cost $98.46 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $864 (+0.3%) Shares 4,108 (-3.0%) Est. Cost $167.42 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $87 (-2.6%) Shares 508 (-5.2%) Est. Cost $135.49 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 (-53.2%) Shares 44 (-54.6%) Est. Cost $53.54 Unrealized -14.5%
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $181 (-1.2%) Shares 1,030 (-5.5%) Est. Cost $109.94 Unrealized +52.0%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $63 (-3.4%) Shares 105 (-4.5%) Est. Cost $390.77 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value ($000) $63 (-3.4%) Shares 698 (-6.3%) Est. Cost $66.87 Unrealized
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value ($000) $209 (+1.0%) Shares 4,700 (-1.1%) Est. Cost $30.92 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $173 (-1.2%) Shares 389 (-3.2%) Est. Cost $266.70 Unrealized
USGO US GOLDMINING INC COM 0.0%
Value ($000) $0 (-87.0%) Shares 35 (-81.1%) Est. Cost $8.95 Unrealized +22.6%
VVV VALVOLINE INC COM 0.0%
Value ($000) $8 (-20.5%) Shares 274 (-1.8%) Est. Cost $31.11 Unrealized +3.2%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $169 (-1.2%) Shares 1,170 (-12.2%) Est. Cost $110.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $108 (-1.8%) Shares 1,382 (-1.5%) Est. Cost $77.11 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $10 (-16.2%) Shares 450 (-16.2%) Est. Cost $20.35 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $307 (-0.6%) Shares 8,828 (-1.4%) Est. Cost $36.45 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $0 (-85.7%) Shares 4 (-75.0%) Est. Cost $85.34 Unrealized +15.3%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $46 (-3.7%) Shares 495 (-9.7%) Est. Cost $61.56 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $4 (-28.6%) Shares 36 (-12.2%) Est. Cost $168.76 Unrealized -23.4%
BCE BCE INC COM NEW 0.0%
Value ($000) $7 (-18.2%) Shares 304 (-19.8%) Est. Cost $26.87 Unrealized -14.3%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $2 (-36.3%) Shares 16 (-36.0%) Est. Cost $122.37 Unrealized +20.7%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $12 (-9.9%) Shares 607 (-2.9%) Est. Cost $20.58 Unrealized -0.0%
DLX DELUXE CORP COM 0.0%
Value ($000) $4 (-23.1%) Shares 200 (-33.3%) Est. Cost $17.65 Unrealized +12.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $2 (-42.6%) Shares 25 (-37.5%) Est. Cost $97.69 Unrealized -24.4%
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value ($000) $144 (-0.9%) Shares 2,552 (-3.5%) Est. Cost $35.79 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $3 (-26.7%) Shares 799 (-4.1%) Est. Cost $3.16 Unrealized +82.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $3 (-30.8%) Shares 110 (-14.1%) Est. Cost $33.68 Unrealized -14.5%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $74 (-1.7%) Shares 1,021 (-8.7%) Est. Cost $57.50 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $4 (-22.0%) Shares 2,143 (-3.1%) Est. Cost $3.88 Unrealized -41.6%
RVTY REVVITY INC COM 0.0%
Value ($000) $15 (+8.4%) Shares 160 (-1.8%) Est. Cost $100.22 Unrealized -4.2%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $45 (-2.6%) Shares 1,090 (-1.9%) Est. Cost $41.64 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 (-26.1%) Shares 29 (-9.4%) Est. Cost $120.42 Unrealized +0.2%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $7 (+16.0%) Shares 56 (-9.7%) Est. Cost $126.79 Unrealized -12.1%
ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 0.0%
Value ($000) $52 (+2.0%) Shares 752 (-3.6%) Est. Cost $46.09 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 (-60.2%) Shares 10 (-50.0%) Est. Cost $78.23 Unrealized -9.5%
CHRD OASIS PETROLEUM INC 0.0%
Value ($000) $3 (-25.8%) Shares 31 (-20.5%) Est. Cost $105.89 Unrealized -13.2%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $9 (-9.4%) Shares 344 (-7.8%) Est. Cost $29.40 Unrealized
IYE ISHARES DJ US ENERGY 0.0%
Value ($000) $16 (-5.6%) Shares 342 (-5.5%) Est. Cost $33.06 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $4 (-17.6%) Shares 33 (-2.9%) Est. Cost $122.52 Unrealized +15.2%
CNH CNH GLOBAL NV SHS ISIN #NL0000298933 0.0%
Value ($000) $1 (-44.4%) Shares 121 (-34.6%) Est. Cost $12.16 Unrealized -17.9%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 (-22.2%) Shares 30 (-16.7%) Est. Cost $108.80 Unrealized -7.3%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 (-40.2%) Shares 15 (-37.5%) Est. Cost $92.82 Unrealized -8.1%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $0 (-88.7%) Shares 6 (-88.5%) Est. Cost $19.28 Unrealized -8.5%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $14 (-5.3%) Shares 23 (-4.2%) Est. Cost $462.91 Unrealized +34.2%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $39 (-2.0%) Shares 225 (-1.7%) Est. Cost $170.02 Unrealized +1.6%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $4 (-16.6%) Shares 215 (-12.2%) Est. Cost $6.83 Unrealized +154.6%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $3 (-17.3%) Shares 31 (-3.1%) Est. Cost $100.77 Unrealized +19.7%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $33 (+2.1%) Shares 344 (-7.0%) Est. Cost $60.35 Unrealized +48.7%
MTRN MATERION CORP COM 0.0%
Value ($000) $174 (+0.4%) Shares 1,398 (-2.4%) Est. Cost $96.96 Unrealized +27.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $3 (-16.3%) Shares 54 (-15.6%) Est. Cost $69.75 Unrealized -12.0%
JBHT JB HUNT TRANSPORT SERVICES 0.0%
Value ($000) $28 (-2.3%) Shares 145 (-32.6%) Est. Cost $132.38 Unrealized +29.6%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $9 (-7.0%) Shares 166 (-6.2%) Est. Cost $41.80 Unrealized
MTDR MATADOR RES CO COM 0.0%
Value ($000) $0 (-67.0%) Shares 7 (-65.0%) Est. Cost $44.16 Unrealized -4.9%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $8 (+7.1%) Shares 139 (-2.1%) Est. Cost $37.28 Unrealized +43.7%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $13 (-3.9%) Shares 104 (-7.1%) Est. Cost $78.04 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $2 (+29.8%) Shares 56 (-6.7%) Est. Cost $18.29 Unrealized +94.3%
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $2 (-17.1%) Shares 39 (-17.0%) Est. Cost $50.03 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $1 (-37.6%) Shares 37 (-22.9%) Est. Cost $101.31 Unrealized -78.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 (-42.4%) Shares 29 (-21.6%) Est. Cost $26.78 Unrealized -8.2%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $6 (-6.4%) Shares 151 (-6.8%) Est. Cost $42.06 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $2 (-20.7%) Shares 27 (-20.6%) Est. Cost $65.84 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $3 (-11.7%) Shares 32 (-8.6%) Est. Cost $85.72 Unrealized +7.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 (-52.3%) Shares 4 (-50.0%) Est. Cost $63.76 Unrealized +40.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 (-27.9%) Shares 48 (-2.0%) Est. Cost $27.28 Unrealized -17.8%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $0 (-48.3%) Shares 5 (-44.4%) Est. Cost $83.75 Unrealized -4.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 (-41.9%) Shares 1 (-50.0%) Est. Cost $336.31 Unrealized +38.5%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $10 (-3.3%) Shares 89 (-3.3%) Est. Cost $105.60 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $10 (+3.5%) Shares 27 (-3.6%) Est. Cost $298.12 Unrealized +18.6%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $17 (+1.9%) Shares 122 (-6.2%) Est. Cost $77.69 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $3 (-8.7%) Shares 22 (-8.3%) Est. Cost $151.02 Unrealized -16.7%
BALL BALL CORP COM 0.0%
Value ($000) $0 (-36.9%) Shares 9 (-40.0%) Est. Cost $58.86 Unrealized -16.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $109 (+0.3%) Shares 3,558 (-5.1%) Est. Cost $21.77 Unrealized +28.1%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $5 (-5.4%) Shares 21 (-4.5%) Est. Cost $192.47 Unrealized +23.6%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $0 (-33.9%) Shares 5 (-16.7%) Est. Cost $121.56 Unrealized -7.2%
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $3 (-7.2%) Shares 60 (-7.7%) Est. Cost $45.20 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $0 (-43.1%) Shares 4 (-50.0%) Est. Cost $68.84 Unrealized +2.2%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $36 (+0.5%) Shares 232 (-9.7%) Est. Cost $145.08 Unrealized -1.3%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 (-18.8%) Shares 22 (-8.3%) Est. Cost $34.06 Unrealized +12.4%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 (-84.9%) Shares 1 (-83.3%) Est. Cost $43.18 Unrealized -25.0%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $0 (-60.9%) Shares 5 (-54.5%) Est. Cost $25.86 Unrealized -16.9%
RBA RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $0 (-28.6%) Shares 3 (-25.0%) Est. Cost $69.86 Unrealized +45.4%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $1 (-19.2%) Shares 19 (-17.4%) Est. Cost $37.16 Unrealized -25.3%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $58 (-0.2%) Shares 554 (-1.8%) Est. Cost $62.32 Unrealized
AMRZ AMRIZE LTD SHS 0.0%
Value ($000) $1 (-10.9%) Shares 12 (-20.0%) Est. Cost $50.99 Unrealized +0.1%
EXPO EXPONENT INC COM 0.0%
Value ($000) $2 (-3.6%) Shares 27 (-3.6%) Est. Cost $80.18 Unrealized -12.6%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 (+8.8%) Shares 4 (-20.0%) Est. Cost $172.71 Unrealized +3.2%
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $1 (-10.8%) Shares 18 (-5.3%) Est. Cost $28.30 Unrealized +8.0%
DE DEERE & CO COM 0.1%
Value ($000) $1,349 (-0.0%) Shares 2,898 (-1.8%) Est. Cost $401.18 Unrealized +16.6%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 (-71.4%) Shares 1 (-75.0%) Est. Cost $90.35 Unrealized -76.7%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $3 (-1.9%) Shares 41 (-19.6%) Est. Cost $46.64 Unrealized +26.0%
GAA CAMBRIA GLOBAL ASSET ALLOCATION ETF 0.0%
Value ($000) $5 (-0.9%) Shares 153 (-3.8%) Est. Cost $27.07 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $1 (-7.1%) Shares 18 (-5.3%) Est. Cost $27.82 Unrealized -0.3%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 (-6.1%) Shares 5 (-16.7%) Est. Cost $53.37 Unrealized -2.8%

Unchanged Positions (876)

TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $5,550 Shares 9,578 Est. Cost $322.10 Unrealized +75.5%
IAU ISHARES GOLD TRUST ETF 0.4%
Value ($000) $8,132 Shares 100,187 Est. Cost $34.68 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $3,847 Shares 6,715 Est. Cost $283.50 Unrealized +95.9%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.4%
Value ($000) $6,602 Shares 21,726 Est. Cost $84.42 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $4,291 Shares 81,205 Est. Cost $42.43 Unrealized +30.9%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.3%
Value ($000) $6,066 Shares 37,682 Est. Cost $122.60 Unrealized +31.0%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $3,838 Shares 15,837 Est. Cost $100.48 Unrealized +121.1%
ABT ABBOTT LABS COM 0.3%
Value ($000) $5,333 Shares 42,568 Est. Cost $87.92 Unrealized +44.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,767 Shares 5,549 Est. Cost $145.57 Unrealized +143.5%
JCI JOHNSON CTLS INC 0.2%
Value ($000) $4,058 Shares 33,887 Est. Cost $35.36 Unrealized +224.7%
LIN LINDE PLC SHS 0.1%
Value ($000) $2,570 Shares 6,028 Est. Cost $331.68 Unrealized +28.8%
RTX RTX CORPORATION COM 0.2%
Value ($000) $3,314 Shares 18,068 Est. Cost $78.45 Unrealized +120.9%
JPM JPMORGAN CHASE & CO. COM 0.6%
Value ($000) $11,160 Shares 34,636 Est. Cost $147.21 Unrealized +110.3%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $1,124 Shares 6,569 Est. Cost $75.98 Unrealized +104.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.1%
Value ($000) $2,024 Shares 24,679 Est. Cost $74.80 Unrealized +4.2%
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $25,203 Shares 135,134 Est. Cost $97.13 Unrealized +91.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1,678 Shares 18,004 Est. Cost $53.42 Unrealized +62.2%
BKH BLACK HILLS CORP COM 0.1%
Value ($000) $1,385 Shares 19,955 Est. Cost $52.84 Unrealized +25.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $4,189 Shares 86,691 Est. Cost $50.26 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $1,372 Shares 8,901 Est. Cost $108.68 Unrealized +39.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $4,450 Shares 185,125 Est. Cost $25.56 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 1.0%
Value ($000) $19,259 Shares 790,290 Est. Cost $31.87 Unrealized
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $5,376 Shares 17,453 Est. Cost $85.55 Unrealized +251.6%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,194 Shares 29,326 Est. Cost $36.40 Unrealized +11.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $519 Shares 3,065 Est. Cost $90.18 Unrealized +75.6%
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $2,002 Shares 60,792 Est. Cost $21.29 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,799 Shares 5,118 Est. Cost $173.03 Unrealized +110.1%
ACA ARCOSA INC COM 0.0%
Value ($000) $730 Shares 6,863 Est. Cost $58.20 Unrealized +73.3%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $489 Shares 20,966 Est. Cost $10.32 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,175 Shares 2,248 Est. Cost $273.35 Unrealized +80.8%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.1%
Value ($000) $2,076 Shares 63,746 Est. Cost $23.99 Unrealized
TEL TE CONNECTIVITY LTD 0.1%
Value ($000) $2,809 Shares 12,346 Est. Cost $146.90 Unrealized +57.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $361 Shares 6,892 Est. Cost $52.19 Unrealized +14.7%
WIX WIX COM LTD SHS 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $89.34 Unrealized +35.3%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,974 Shares 26,835 Est. Cost $60.79 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $350 Shares 1,354 Est. Cost $245.81 Unrealized +7.5%
ITOT ISHARES TR S&P 1500 INDEX FD 0.2%
Value ($000) $3,038 Shares 20,429 Est. Cost $96.63 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $375 Shares 735 Est. Cost $193.94 Unrealized +140.5%
MPB MID PENN BANCORP INC COM 0.0%
Value ($000) $802 Shares 25,866 Est. Cost $23.19 Unrealized +26.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $330 Shares 860 Est. Cost $278.86 Unrealized +43.7%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $292 Shares 1,419 Est. Cost $67.67 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $2,403 Shares 9,501 Est. Cost $171.84 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $156 Shares 4,990 Est. Cost $9.93 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $173 Shares 1,583 Est. Cost $147.05 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $495 Shares 3,983 Est. Cost $82.41 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $492 Shares 460 Est. Cost $684.75 Unrealized
APG API GROUP CORP COM STK 0.0%
Value ($000) $447 Shares 11,679 Est. Cost $22.67 Unrealized +63.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $498 Shares 9,330 Est. Cost $39.34 Unrealized +23.8%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $694 Shares 1,030 Est. Cost $333.44 Unrealized +89.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $256 Shares 19,632 Est. Cost $11.74 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $421 Shares 5,002 Est. Cost $76.89 Unrealized +12.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $442 Shares 2,086 Est. Cost $105.77 Unrealized +102.9%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $1,337 Shares 40,974 Est. Cost $41.52 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $249 Shares 732 Est. Cost $164.55 Unrealized +88.1%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $2,246 Shares 39,542 Est. Cost $40.49 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $243 Shares 946 Est. Cost $219.33 Unrealized +20.7%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $196 Shares 2,828 Est. Cost $48.65 Unrealized +28.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $216 Shares 2,162 Est. Cost $39.37 Unrealized +129.1%
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.0%
Value ($000) $649 Shares 15,140 Est. Cost $32.89 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,141 Shares 5,483 Est. Cost $117.26 Unrealized +74.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $182 Shares 1,119 Est. Cost $123.60 Unrealized +50.8%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.1%
Value ($000) $981 Shares 12,282 Est. Cost $60.24 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $462 Shares 7,389 Est. Cost $29.83 Unrealized +118.6%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,610 Shares 13,063 Est. Cost $93.93 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $323 Shares 1,189 Est. Cost $157.37 Unrealized +59.2%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $266 Shares 5,653 Est. Cost $26.91 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $225 Shares 2,930 Est. Cost $52.12 Unrealized +37.5%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $69 Shares 5,120 Est. Cost $14.51 Unrealized +7.3%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,407 Shares 7,931 Est. Cost $141.11 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $368 Shares 601 Est. Cost $165.43 Unrealized +291.4%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $72 Shares 900 Est. Cost $131.74 Unrealized -31.9%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $272 Shares 5,017 Est. Cost $52.62 Unrealized -2.5%
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $822 Shares 23,612 Est. Cost $30.94 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1,341 Shares 30,670 Est. Cost $39.95 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.1%
Value ($000) $1,190 Shares 22,166 Est. Cost $41.45 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $179 Shares 1,423 Est. Cost $53.84 Unrealized +161.4%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $906 Shares 12,211 Est. Cost $52.58 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $193 Shares 617 Est. Cost $265.95 Unrealized +22.7%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $655 Shares 6,088 Est. Cost $77.67 Unrealized +38.2%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.1%
Value ($000) $1,187 Shares 29,965 Est. Cost $35.17 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $86 Shares 400 Est. Cost $102.32 Unrealized +119.5%
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY 0.0%
Value ($000) $757 Shares 20,570 Est. Cost $32.38 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $31 Shares 1,070 Est. Cost $38.11 Unrealized +8.0%
GBTC BITCOIN INVESTMENT TRUST 0.0%
Value ($000) $65 Shares 950 Est. Cost $63.17 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $150 Shares 1,336 Est. Cost $81.85 Unrealized +42.4%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $538 Shares 9,775 Est. Cost $49.48 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $204 Shares 725 Est. Cost $146.97 Unrealized +79.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $128 Shares 756 Est. Cost $142.14 Unrealized
NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $622 Shares 22,195 Est. Cost $25.95 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $124 Shares 273 Est. Cost $411.91 Unrealized +15.7%
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value ($000) $1,662 Shares 35,106 Est. Cost $46.34 Unrealized
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.1%
Value ($000) $1,004 Shares 29,708 Est. Cost $29.35 Unrealized
EZBC FRANKLIN BITCOIN ETF 0.0%
Value ($000) $54 Shares 1,068 Est. Cost $45.04 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $37 Shares 1,680 Est. Cost $32.10 Unrealized -43.8%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $112 Shares 3,098 Est. Cost $19.19 Unrealized +76.9%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $471 Shares 3,415 Est. Cost $96.55 Unrealized +36.3%
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value ($000) $651 Shares 21,114 Est. Cost $25.25 Unrealized
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.0%
Value ($000) $603 Shares 17,167 Est. Cost $27.40 Unrealized
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $94 Shares 320 Est. Cost $268.98 Unrealized -1.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $521 Shares 4,144 Est. Cost $105.63 Unrealized +21.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $881 Shares 16,093 Est. Cost $40.44 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,139 Shares 3,383 Est. Cost $178.24 Unrealized +91.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $332 Shares 11,110 Est. Cost $38.41 Unrealized -25.7%
KSS KOHLS CORP 0.0%
Value ($000) $57 Shares 2,808 Est. Cost $23.84 Unrealized -21.4%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $106 Shares 620 Est. Cost $118.23 Unrealized +29.9%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $66 Shares 8,457 Est. Cost $6.01 Unrealized +37.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $243 Shares 986 Est. Cost $155.24 Unrealized +59.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,775 Shares 14,583 Est. Cost $104.70 Unrealized
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 0.0%
Value ($000) $475 Shares 13,985 Est. Cost $28.36 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $99 Shares 1,014 Est. Cost $80.03 Unrealized +9.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $139 Shares 1,981 Est. Cost $45.46 Unrealized +60.0%
RSI RUSH STREET INTERACTIVE INC COM 0.0%
Value ($000) $238 Shares 12,240 Est. Cost $8.03 Unrealized +130.2%
VIAV JDS UNIPHASE CORP 0.0%
Value ($000) $43 Shares 2,415 Est. Cost $9.22 Unrealized +75.1%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $30 Shares 1,245 Est. Cost $21.89 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $93 Shares 1,386 Est. Cost $80.40 Unrealized -6.1%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $105 Shares 62 Est. Cost $1601.72 Unrealized +7.5%
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value ($000) $42 Shares 171 Est. Cost $149.68 Unrealized +40.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $67 Shares 418 Est. Cost $93.25 Unrealized +58.0%
ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $529 Shares 16,239 Est. Cost $31.26 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $292 Shares 994 Est. Cost $205.53 Unrealized +40.3%
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $109 Shares 9,259 Est. Cost $4.84 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $16 Shares 198 Est. Cost $83.02 Unrealized +27.9%
EBAY EBAY INC 0.0%
Value ($000) $266 Shares 3,051 Est. Cost $60.32 Unrealized +43.2%
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $537 Shares 11,479 Est. Cost $37.46 Unrealized
COPP SPROTT COPPER MINERS ETF 0.0%
Value ($000) $60 Shares 1,720 Est. Cost $28.29 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $39 Shares 349 Est. Cost $173.67 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $96 Shares 1,945 Est. Cost $28.21 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $122 Shares 2,325 Est. Cost $52.57 Unrealized +1.7%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $75 Shares 1,458 Est. Cost $29.46 Unrealized
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value ($000) $26 Shares 4,652 Est. Cost $3.02 Unrealized +57.1%
SAIA SAIA INC COM 0.0%
Value ($000) $113 Shares 346 Est. Cost $272.57 Unrealized +10.9%
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $422 Shares 2,206 Est. Cost $78.33 Unrealized +143.4%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $48 Shares 1,620 Est. Cost $32.94 Unrealized -0.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $107 Shares 100 Est. Cost $684.75 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $118 Shares 3,063 Est. Cost $26.01 Unrealized +38.8%
ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER 0.0%
Value ($000) $921 Shares 34,521 Est. Cost $25.05 Unrealized
BTQ BTQ TECHNOLOGIES CORP COM 0.0%
Value ($000) $27 Shares 5,291 Est. Cost $6.15 Unrealized +23.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $96 Shares 1,480 Est. Cost $104.23 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $139 Shares 273 Est. Cost $435.01 Unrealized +12.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $324 Shares 1,291 Est. Cost $153.16 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $109 Shares 802 Est. Cost $93.58 Unrealized +53.4%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $117 Shares 3,660 Est. Cost $54.45 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $263 Shares 9,914 Est. Cost $29.94 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $88 Shares 12 Est. Cost $7689.08 Unrealized -2.8%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $37 Shares 449 Est. Cost $46.11 Unrealized +101.2%
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value ($000) $480 Shares 16,160 Est. Cost $24.52 Unrealized
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $120 Shares 3,150 Est. Cost $40.32 Unrealized -1.8%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $54 Shares 375 Est. Cost $87.78 Unrealized +50.9%
OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 0.0%
Value ($000) $83 Shares 1,786 Est. Cost $34.56 Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $208 Shares 5,154 Est. Cost $40.74 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $152 Shares 1,176 Est. Cost $88.19 Unrealized +52.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $26 Shares 151 Est. Cost $39.46 Unrealized +284.1%
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY 0.0%
Value ($000) $694 Shares 23,891 Est. Cost $27.11 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $315 Shares 1,737 Est. Cost $139.72 Unrealized
BNO UNITED STATES BRENT OIL FUND LP 0.0%
Value ($000) $127 Shares 4,500 Est. Cost $29.95 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $341 Shares 883 Est. Cost $238.35 Unrealized
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.0%
Value ($000) $119 Shares 3,245 Est. Cost $49.21 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $72 Shares 651 Est. Cost $126.46 Unrealized -10.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $2,025 Shares 43,263 Est. Cost $40.89 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $59 Shares 504 Est. Cost $108.55 Unrealized +12.8%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $167 Shares 3,580 Est. Cost $29.84 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $29 Shares 655 Est. Cost $36.35 Unrealized +5.8%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $62 Shares 6,097 Est. Cost $9.21 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $142 Shares 140 Est. Cost $896.01 Unrealized +8.1%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $300 Shares 6,685 Est. Cost $33.97 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $46 Shares 621 Est. Cost $45.79 Unrealized +47.5%
WAB WABTEC COM 0.0%
Value ($000) $112 Shares 525 Est. Cost $79.13 Unrealized +159.5%
NGG NATIONAL GRID TRANSCO PLC 0.0%
Value ($000) $112 Shares 1,447 Est. Cost $59.98 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $251 Shares 9,248 Est. Cost $11.46 Unrealized +121.4%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $74 Shares 415 Est. Cost $109.81 Unrealized +70.5%
AEE AMEREN CORP COM 0.0%
Value ($000) $145 Shares 1,449 Est. Cost $69.91 Unrealized +45.9%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $52 Shares 800 Est. Cost $65.09 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $252 Shares 1,384 Est. Cost $180.56 Unrealized +0.9%
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $122 Shares 1,409 Est. Cost $61.70 Unrealized +47.0%
ERO ERO COPPER CORP COM 0.0%
Value ($000) $22 Shares 772 Est. Cost $15.23 Unrealized +52.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $18 Shares 82 Est. Cost $241.53 Unrealized +9.9%
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value ($000) $245 Shares 6,236 Est. Cost $34.33 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $352.20 Unrealized -48.6%
WGMI COINSHARES BITCOIN MINING ETF 0.0%
Value ($000) $38 Shares 1,001 Est. Cost $18.30 Unrealized
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 0.0%
Value ($000) $149 Shares 2,385 Est. Cost $44.91 Unrealized
DBA POWERSHARES DB AGRICULTURE 0.0%
Value ($000) $122 Shares 4,800 Est. Cost $18.24 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $19 Shares 239 Est. Cost $130.88 Unrealized -39.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $39 Shares 77 Est. Cost $446.42 Unrealized +18.0%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $117 Shares 1,595 Est. Cost $53.32 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $279 Shares 6,806 Est. Cost $37.20 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $64 Shares 1,068 Est. Cost $56.59 Unrealized +1.3%
NSPR INSPIREMD INC COM 0.0%
Value ($000) $16 Shares 8,783 Est. Cost $1.59 Unrealized +31.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $31 Shares 207 Est. Cost $79.57 Unrealized +70.5%
NOG NORTHERN OIL & GAS INC NEV 0.0%
Value ($000) $35 Shares 1,630 Est. Cost $40.08 Unrealized -44.0%
TNL WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $35 Shares 490 Est. Cost $45.43 Unrealized +43.3%
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $14 Shares 170 Est. Cost $89.06 Unrealized -24.6%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $64 Shares 143 Est. Cost $279.18 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $172 Shares 3,537 Est. Cost $40.70 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $34 Shares 176 Est. Cost $134.67 Unrealized +35.0%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $94 Shares 745 Est. Cost $96.29 Unrealized
EKG FIRST TRUST NASDAQ LUX DIGITAL HEALTH SOLUTIONS ETF 0.0%
Value ($000) $58 Shares 3,051 Est. Cost $17.80 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.0%
Value ($000) $117 Shares 3,010 Est. Cost $31.26 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $67 Shares 5,400 Est. Cost $4.02 Unrealized
TS TENARIS S A SPONSORED ADS 0.0%
Value ($000) $68 Shares 1,765 Est. Cost $37.40 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $64 Shares 819 Est. Cost $58.34 Unrealized +40.4%
CF CF INDUSTRIES HOLDINGS, INC. 0.0%
Value ($000) $29 Shares 381 Est. Cost $64.76 Unrealized +26.5%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $91 Shares 1,252 Est. Cost $56.03 Unrealized
IAT ISHARES DOW JONES US REGIONAL BANKS 0.0%
Value ($000) $83 Shares 1,502 Est. Cost $46.35 Unrealized
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value ($000) $206 Shares 3,718 Est. Cost $45.36 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $31 Shares 900 Est. Cost $27.21 Unrealized
ZJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY 0.0%
Value ($000) $251 Shares 9,178 Est. Cost $26.33 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $40 Shares 293 Est. Cost $164.90 Unrealized -24.5%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value ($000) $251 Shares 6,344 Est. Cost $29.58 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $109 Shares 2,317 Est. Cost $52.73 Unrealized
AMR ALPHA METALLURGICAL RESOUR INC COM 0.0%
Value ($000) $24 Shares 122 Est. Cost $167.15 Unrealized +3.4%
SNWV SANUWAVE HEALTH INC COM 0.0%
Value ($000) $17 Shares 567 Est. Cost $30.21 Unrealized +6.2%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $175 Shares 2,936 Est. Cost $45.27 Unrealized
FUN SIX FLAGS ENTERTAINMENT CORP COM 0.0%
Value ($000) $9 Shares 580 Est. Cost $43.85 Unrealized -58.8%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $109 Shares 2,500 Est. Cost $9.11 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $204 Shares 2,230 Est. Cost $80.57 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $363.32 Unrealized +10.1%
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $108 Shares 3,163 Est. Cost $28.64 Unrealized
MKSI MKS INC. COM 0.0%
Value ($000) $18 Shares 115 Est. Cost $85.87 Unrealized +72.6%
NIO NIO INC SPON ADS 0.0%
Value ($000) $8 Shares 1,641 Est. Cost $7.46 Unrealized
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $833 Shares 32,332 Est. Cost $27.05 Unrealized
RAFE PIMCO RAFI ESG U.S. ETF 0.0%
Value ($000) $126 Shares 2,994 Est. Cost $29.44 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $75 Shares 2,160 Est. Cost $42.34 Unrealized
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.0%
Value ($000) $426 Shares 10,273 Est. Cost $31.45 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $86 Shares 3,176 Est. Cost $21.41 Unrealized +25.4%
SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF 0.0%
Value ($000) $68 Shares 1,638 Est. Cost $32.17 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $64.65 Unrealized +14.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $17 Shares 274 Est. Cost $94.40 Unrealized -26.4%
ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER 0.0%
Value ($000) $343 Shares 12,792 Est. Cost $26.49 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $207 Shares 4,460 Est. Cost $29.94 Unrealized
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.0%
Value ($000) $200 Shares 7,753 Est. Cost $23.68 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $90 Shares 1,475 Est. Cost $42.31 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $16 Shares 76 Est. Cost $106.00 Unrealized +77.1%
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 0.0%
Value ($000) $150 Shares 4,100 Est. Cost $29.79 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $236 Shares 1,791 Est. Cost $124.55 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value ($000) $18 Shares 26 Est. Cost $476.93 Unrealized +59.6%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $76 Shares 1,226 Est. Cost $49.50 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $158 Shares 1,542 Est. Cost $91.54 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $88 Shares 4,250 Est. Cost $20.53 Unrealized
HCC WARRIOR MET COAL INC COM 0.0%
Value ($000) $13 Shares 146 Est. Cost $46.40 Unrealized +62.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $121 Shares 1,863 Est. Cost $37.28 Unrealized +79.3%
TLT ISHARES 20 YR TREASURY ETF 0.0%
Value ($000) $118 Shares 1,350 Est. Cost $91.18 Unrealized
EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 0.0%
Value ($000) $206 Shares 5,818 Est. Cost $32.37 Unrealized
SPGM SPDR INDEX SHARES FUNDS SPDR MSCI ACWIIMI ETF 0.0%
Value ($000) $129 Shares 1,684 Est. Cost $63.14 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $15 Shares 356 Est. Cost $35.84 Unrealized -2.9%
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $120 Shares 3,125 Est. Cost $30.40 Unrealized
DEMZ DEMOCRATIC LARGE CAP CORE ETF 0.0%
Value ($000) $162 Shares 3,798 Est. Cost $34.15 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $68 Shares 2,071 Est. Cost $25.02 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $146 Shares 1,132 Est. Cost $95.24 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $40 Shares 502 Est. Cost $68.29 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.19 Unrealized +75.2%
PLPC PREFORMED LINE PRODS CO COM 0.0%
Value ($000) $62 Shares 300 Est. Cost $70.50 Unrealized +202.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $67 Shares 1,840 Est. Cost $43.67 Unrealized -20.5%
MMTM STATE STREET SPDR S&P 1500 MOMENTUM TILT ETF 0.0%
Value ($000) $142 Shares 485 Est. Cost $201.47 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $58 Shares 1,200 Est. Cost $48.64 Unrealized
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $34 Shares 720 Est. Cost $56.61 Unrealized -14.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $66 Shares 200 Est. Cost $392.21 Unrealized -14.0%
OAEM ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI 0.0%
Value ($000) $45 Shares 1,232 Est. Cost $30.90 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $622 Shares 27,307 Est. Cost $22.24 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $13 Shares 3,750 Est. Cost $3.02 Unrealized +29.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $294 Shares 3,465 Est. Cost $63.87 Unrealized +36.9%
COHEN & STEERS TOTAL RETURN COM 0.0%
Value ($000) $29 Shares 2,610 Est. Cost $11.87 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $74 Shares 184 Est. Cost $220.72 Unrealized +84.4%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $42 Shares 400 Est. Cost $53.19 Unrealized +100.6%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $22 Shares 338 Est. Cost $73.13 Unrealized -9.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $34 Shares 571 Est. Cost $53.24 Unrealized
UPBD UPBOUND GROUP INC COM 0.0%
Value ($000) $8 Shares 432 Est. Cost $26.03 Unrealized -25.7%
KBH KB HOME COM 0.0%
Value ($000) $20 Shares 359 Est. Cost $30.38 Unrealized +101.2%
KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 0.0%
Value ($000) $79 Shares 620 Est. Cost $74.75 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $84 Shares 487 Est. Cost $102.01 Unrealized +75.6%
CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW 0.0%
Value ($000) $3 Shares 150 Est. Cost $56.89 Unrealized -48.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $548 Shares 2,496 Est. Cost $144.57 Unrealized +47.0%
TPIF TIMOTHY PLAN INTERNATIONAL ETF 0.0%
Value ($000) $58 Shares 1,668 Est. Cost $30.07 Unrealized
JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 0.0%
Value ($000) $135 Shares 3,453 Est. Cost $28.58 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $28 Shares 592 Est. Cost $41.59 Unrealized +3.6%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $75 Shares 6,650 Est. Cost $14.68 Unrealized
APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF 0.0%
Value ($000) $132 Shares 3,775 Est. Cost $26.39 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $37 Shares 492 Est. Cost $72.40 Unrealized +4.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $19 Shares 263 Est. Cost $68.18 Unrealized +10.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $22 Shares 826 Est. Cost $24.74 Unrealized +1.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $21 Shares 288 Est. Cost $66.82 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $91 Shares 520 Est. Cost $144.71 Unrealized +24.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $56 Shares 2,373 Est. Cost $28.94 Unrealized -20.6%
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $111 Shares 3,306 Est. Cost $26.66 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $5 Shares 750 Est. Cost $7.24 Unrealized -2.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $19 Shares 53 Est. Cost $88.59 Unrealized +283.8%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $70 Shares 342 Est. Cost $188.91 Unrealized
BKE BUCKLE INC COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $27.41 Unrealized +90.8%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $65 Shares 399 Est. Cost $107.17 Unrealized +50.4%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $69 Shares 1,436 Est. Cost $41.80 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $10 Shares 500 Est. Cost $27.29 Unrealized -21.5%
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $121 Shares 3,127 Est. Cost $34.54 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $26 Shares 92 Est. Cost $213.84 Unrealized +37.1%
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF 0.0%
Value ($000) $120 Shares 3,070 Est. Cost $27.08 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $37 Shares 307 Est. Cost $65.49 Unrealized +74.5%
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value ($000) $40 Shares 900 Est. Cost $37.78 Unrealized
DBC DB COMMODITY INDEX TRACKING 0.0%
Value ($000) $262 Shares 11,732 Est. Cost $17.92 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $6 Shares 440 Est. Cost $36.70 Unrealized -57.5%
HERE HERE GROUP LTD ADS 0.0%
Value ($000) $3 Shares 500 Est. Cost $9.45 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 69 Est. Cost $162.91 Unrealized +13.9%
PBP POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETF 0.0%
Value ($000) $62 Shares 2,715 Est. Cost $22.74 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $22 Shares 675 Est. Cost $35.47 Unrealized -7.4%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $3 Shares 400 Est. Cost $26.20 Unrealized -63.3%
NJUN INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE 0.0%
Value ($000) $82 Shares 2,602 Est. Cost $29.60 Unrealized
BHVN BIOHAVEN LTD COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $33.60 Unrealized -63.1%
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $53.92 Unrealized +60.9%
NSEP INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $97 Shares 3,334 Est. Cost $25.97 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value ($000) $80 Shares 2,500 Est. Cost $20.11 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $35 Shares 108 Est. Cost $252.72 Unrealized +29.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $218 Shares 1,642 Est. Cost $71.70 Unrealized +84.6%
DCI DONALDSON INC COM 0.0%
Value ($000) $23 Shares 264 Est. Cost $70.95 Unrealized +21.8%
OCTT ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF 0.0%
Value ($000) $87 Shares 1,995 Est. Cost $34.92 Unrealized
USLM UNITED STS LIME & MINERALS INC COM 0.0%
Value ($000) $18 Shares 150 Est. Cost $103.98 Unrealized +19.2%
PLAB PHOTRONICS INC COM 0.0%
Value ($000) $6 Shares 194 Est. Cost $22.27 Unrealized +15.9%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $10 Shares 95 Est. Cost $93.44 Unrealized +20.5%
DECT ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF 0.0%
Value ($000) $54 Shares 1,460 Est. Cost $27.96 Unrealized
WUGI AXS ESOTERICA NEXTG ECONOMY ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.59 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $12 Shares 156 Est. Cost $59.86 Unrealized +18.1%
USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 0.0%
Value ($000) $47 Shares 740 Est. Cost $39.68 Unrealized
EFIV STATE STREET SPDR S&P 500 ESG ETF 0.0%
Value ($000) $42 Shares 630 Est. Cost $46.20 Unrealized
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $29.18 Unrealized
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $67.78 Unrealized -6.6%
NMAR INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH 0.0%
Value ($000) $65 Shares 2,205 Est. Cost $27.62 Unrealized
UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 0.0%
Value ($000) $108 Shares 2,828 Est. Cost $34.62 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $24 Shares 2,724 Est. Cost $10.63 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $6 Shares 397 Est. Cost $13.93 Unrealized -3.1%
KEY KEYCORP COM 0.0%
Value ($000) $17 Shares 832 Est. Cost $13.80 Unrealized +33.9%
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $34.30 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $80 Shares 480 Est. Cost $110.00 Unrealized
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $9 Shares 113 Est. Cost $67.31 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $36.04 Unrealized +13.3%
HDV ISHARES TR HIGH DIVID EQUITY FD 0.0%
Value ($000) $214 Shares 1,762 Est. Cost $115.27 Unrealized
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 0.0%
Value ($000) $115 Shares 2,520 Est. Cost $44.58 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $62 Shares 1,383 Est. Cost $32.08 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $189 Shares 7,213 Est. Cost $11.20 Unrealized +148.8%
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value ($000) $27 Shares 306 Est. Cost $75.42 Unrealized +12.9%
EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $85 Shares 2,680 Est. Cost $24.29 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $46 Shares 350 Est. Cost $53.95 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $8 Shares 45 Est. Cost $88.00 Unrealized +84.7%
TNC TENNANT CO COM 0.0%
Value ($000) $15 Shares 203 Est. Cost $73.12 Unrealized +4.2%
MT ARCELOR MITTAL - NY 0.0%
Value ($000) $7 Shares 157 Est. Cost $33.21 Unrealized
BITF BITFARMS LTD COM 0.0%
Value ($000) $7 Shares 3,100 Est. Cost $1.29 Unrealized +166.1%
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $10 Shares 500 Est. Cost $28.91 Unrealized
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $48 Shares 657 Est. Cost $58.59 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $119 Shares 1,196 Est. Cost $95.75 Unrealized +3.2%
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value ($000) $21 Shares 1,768 Est. Cost $12.77 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $20 Shares 317 Est. Cost $43.15 Unrealized +55.0%
EMLC MARKET VECTORS ETF EMERGING MKTS LOCAL ETF 0.0%
Value ($000) $118 Shares 4,563 Est. Cost $24.03 Unrealized
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $20 Shares 573 Est. Cost $10.85 Unrealized +243.3%
AFG AMERICAN FINL GROUP INC OHIO COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $57.01 Unrealized +134.3%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value ($000) $77 Shares 1,848 Est. Cost $34.56 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $12 Shares 73 Est. Cost $128.68 Unrealized +29.5%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $73 Shares 1,685 Est. Cost $31.05 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $4 Shares 31 Est. Cost $122.25 Unrealized +1.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $23 Shares 34 Est. Cost $599.47 Unrealized +13.6%
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $18 Shares 765 Est. Cost $22.44 Unrealized
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value ($000) $67 Shares 1,113 Est. Cost $59.81 Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value ($000) $50 Shares 1,506 Est. Cost $27.53 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $53.01 Unrealized
TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 0.0%
Value ($000) $119 Shares 4,020 Est. Cost $25.67 Unrealized
APRT ALLIANZIM U.S. EQUITY BUFFER10 APR ETF 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $35.53 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $7 Shares 400 Est. Cost $14.08 Unrealized +10.6%
PIO POWERSHARES GLOBAL EXCH TRD FD TR GLOBAL WATER PORT 0.0%
Value ($000) $71 Shares 1,600 Est. Cost $30.51 Unrealized
DVYE ISHARES EMERGING MKT ETF 0.0%
Value ($000) $25 Shares 806 Est. Cost $27.29 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $47.05 Unrealized +28.4%
COO COOPER COS INC COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $94.35 Unrealized -20.7%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $56 Shares 700 Est. Cost $72.19 Unrealized +11.0%
OR OR ROYALTIES INC. COM SHS 0.0%
Value ($000) $9 Shares 250 Est. Cost $24.09 Unrealized +45.4%
TAIL CAMBRIA TAIL RISK ETF 0.0%
Value ($000) $39 Shares 3,418 Est. Cost $11.78 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.0%
Value ($000) $66 Shares 1,590 Est. Cost $39.77 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $53 Shares 1,295 Est. Cost $31.23 Unrealized
SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF 0.0%
Value ($000) $73 Shares 1,577 Est. Cost $34.65 Unrealized
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value ($000) $265 Shares 6,768 Est. Cost $38.66 Unrealized
NNN NNN REIT INC COM 0.0%
Value ($000) $14 Shares 364 Est. Cost $43.05 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $56 Shares 990 Est. Cost $36.06 Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $13 Shares 271 Est. Cost $34.31 Unrealized +26.3%
CACI CACI INTL INC CL A 0.0%
Value ($000) $17 Shares 31 Est. Cost $382.67 Unrealized +47.7%
VC VISTEON CORP COM NEW 0.0%
Value ($000) $4 Shares 42 Est. Cost $108.81 Unrealized -2.8%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $300 Shares 2,123 Est. Cost $127.87 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $21 Shares 119 Est. Cost $172.27 Unrealized +9.8%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $19 Shares 389 Est. Cost $45.05 Unrealized
JULT ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $31.25 Unrealized
XMTR XOMETRY INC CLASS A COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $43.39 Unrealized +29.9%
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $53 Shares 1,291 Est. Cost $40.56 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $23 Shares 299 Est. Cost $52.64 Unrealized +51.4%
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value ($000) $136 Shares 954 Est. Cost $135.19 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $26 Shares 611 Est. Cost $34.29 Unrealized +24.3%
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value ($000) $68 Shares 1,621 Est. Cost $27.66 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $36 Shares 200 Est. Cost $38.95 Unrealized +364.8%
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value ($000) $783 Shares 17,128 Est. Cost $47.54 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $8 Shares 272 Est. Cost $20.77 Unrealized
SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $51 Shares 388 Est. Cost $90.62 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $26 Shares 711 Est. Cost $28.34 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $32 Shares 280 Est. Cost $82.60 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $20 Shares 1,832 Est. Cost $9.81 Unrealized
PCM FD INC COM 0.0%
Value ($000) $10 Shares 1,701 Est. Cost $6.33 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $79 Shares 894 Est. Cost $81.03 Unrealized +10.1%
G GENPACT LIMITED SHS 0.0%
Value ($000) $8 Shares 175 Est. Cost $43.82 Unrealized -1.3%
YORW YORK WTR CO COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $35.58 Unrealized -10.7%
ADUS ADDUS HOMECARE CORP COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $108.05 Unrealized +6.3%
FORD MTR CO 0 03/15/2026 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.10 Unrealized
OPRX OPTIMIZERX CORP COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.63 Unrealized -44.9%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $40 Shares 811 Est. Cost $37.05 Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $14 Shares 286 Est. Cost $45.20 Unrealized +16.8%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $3 Shares 89 Est. Cost $38.72 Unrealized -32.4%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $37 Shares 109 Est. Cost $271.10 Unrealized +24.6%
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $110 Shares 4,165 Est. Cost $25.78 Unrealized
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.0%
Value ($000) $9 Shares 247 Est. Cost $40.06 Unrealized -4.9%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $6 Shares 32 Est. Cost $165.69 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $16 Shares 212 Est. Cost $75.98 Unrealized +5.8%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $202 Shares 2,135 Est. Cost $93.88 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $160 Shares 3,236 Est. Cost $49.61 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $5 Shares 198 Est. Cost $23.54 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $37 Shares 3,189 Est. Cost $11.00 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $45 Shares 685 Est. Cost $55.47 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $53 Shares 650 Est. Cost $64.88 Unrealized +23.7%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $84 Shares 940 Est. Cost $62.49 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $22 Shares 605 Est. Cost $34.26 Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $34 Shares 240 Est. Cost $156.98 Unrealized -9.4%
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value ($000) $221 Shares 3,937 Est. Cost $48.00 Unrealized
KSEP INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $42 Shares 1,505 Est. Cost $25.51 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $32 Shares 425 Est. Cost $105.25 Unrealized
JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF 0.0%
Value ($000) $21 Shares 500 Est. Cost $26.00 Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $37 Shares 700 Est. Cost $45.75 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.00 Unrealized
SSUS STRATEGY SHARES DAY HAGAN SMART SECTOR ETF 0.0%
Value ($000) $80 Shares 1,636 Est. Cost $42.07 Unrealized
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $15 Shares 224 Est. Cost $58.02 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $28 Shares 571 Est. Cost $52.99 Unrealized
FESM FIDELITY ENHANCED SMALL CAP ETF 0.0%
Value ($000) $22 Shares 574 Est. Cost $31.61 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $12 Shares 199 Est. Cost $27.16 Unrealized +107.2%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $68 Shares 936 Est. Cost $66.15 Unrealized +10.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $11 Shares 227 Est. Cost $64.86 Unrealized -23.2%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $126 Shares 3,920 Est. Cost $30.52 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $31 Shares 224 Est. Cost $121.01 Unrealized +11.9%
SEPT ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $34.47 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $68.89 Unrealized +117.1%
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value ($000) $59 Shares 1,275 Est. Cost $33.26 Unrealized +40.6%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $41 Shares 305 Est. Cost $73.81 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value ($000) $5 Shares 68 Est. Cost $61.22 Unrealized +31.1%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $34 Shares 341 Est. Cost $81.72 Unrealized
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $30.74 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $16 Shares 659 Est. Cost $29.76 Unrealized -21.7%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 615 Est. Cost $10.20 Unrealized -86.4%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value ($000) $55 Shares 200 Est. Cost $190.87 Unrealized +44.5%
VTR VENTAS INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $58.86 Unrealized +27.4%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $23 Shares 165 Est. Cost $99.28 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $22 Shares 1,724 Est. Cost $11.82 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $20 Shares 208 Est. Cost $126.62 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $33.25 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $31 Shares 677 Est. Cost $37.40 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $5 Shares 389 Est. Cost $16.27 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $22 Shares 100 Est. Cost $204.10 Unrealized +19.6%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $18 Shares 279 Est. Cost $33.50 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $12 Shares 240 Est. Cost $72.34 Unrealized -27.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $51 Shares 696 Est. Cost $74.52 Unrealized -1.2%
NPO ENPRO INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $215.91 Unrealized +2.4%
RMD RESMED INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $178.32 Unrealized +43.2%
LUNG PULMONX CORP COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.09 Unrealized -10.1%
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF 0.0%
Value ($000) $185 Shares 3,680 Est. Cost $49.80 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $3 Shares 660 Est. Cost $3.43 Unrealized +12.8%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $228 Shares 4,493 Est. Cost $50.04 Unrealized
MOG/A MOOG INC CL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $192.59 Unrealized +13.8%
DC DAKOTA GOLD CORP COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $2.74 Unrealized +75.1%
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.0%
Value ($000) $478 Shares 15,833 Est. Cost $30.30 Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $11 Shares 147 Est. Cost $34.05 Unrealized +107.8%
JUNT ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF 0.0%
Value ($000) $25 Shares 700 Est. Cost $34.05 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $14 Shares 1,466 Est. Cost $8.11 Unrealized
CBLL CERIBELL INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $21.90 Unrealized -29.1%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $7 Shares 143 Est. Cost $39.36 Unrealized
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.12 Unrealized
XLSR STATE STREET US SECTOR ROTATION ETF 0.0%
Value ($000) $12 Shares 199 Est. Cost $54.92 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $33 Shares 601 Est. Cost $34.44 Unrealized +54.9%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $72 Shares 1,250 Est. Cost $57.94 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $40.26 Unrealized +12.1%
TELFY TELEFONICA S A ADR REPRSTG THREE SHRS 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.21 Unrealized
HBT HBT FINL INC. COM 0.0%
Value ($000) $20 Shares 790 Est. Cost $19.05 Unrealized +29.6%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $15 Shares 207 Est. Cost $48.74 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $74 Shares 724 Est. Cost $84.64 Unrealized
CNX CONSOL ENERGY INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $18.00 Unrealized +99.0%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.25 Unrealized
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $13 Shares 2,124 Est. Cost $8.06 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $15 Shares 108 Est. Cost $116.62 Unrealized
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $750 Shares 8,770 Est. Cost $57.54 Unrealized +55.5%
NDSN NORDSON CORP 0.0%
Value ($000) $8 Shares 35 Est. Cost $241.60 Unrealized -3.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $43 Shares 232 Est. Cost $138.93 Unrealized +29.6%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $111.09 Unrealized +31.8%
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value ($000) $29 Shares 650 Est. Cost $30.70 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $38 Shares 540 Est. Cost $62.70 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $4 Shares 138 Est. Cost $7.24 Unrealized +259.0%
XAIX XTRACKERS ARTIFICIAL INTELLIGENCE AND BIG DATA ETF 0.0%
Value ($000) $13 Shares 302 Est. Cost $38.24 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $134 Shares 2,643 Est. Cost $50.60 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $5 Shares 360 Est. Cost $11.98 Unrealized +12.1%
SD SANDRIDGE ENERGY INC COM NEW 0.0%
Value ($000) $2 Shares 140 Est. Cost $20.03 Unrealized -33.9%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $162.11 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $23 Shares 1,885 Est. Cost $13.83 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $5 Shares 159 Est. Cost $24.31 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $11 Shares 267 Est. Cost $35.68 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $26 Shares 1,370 Est. Cost $14.50 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $122 Shares 2,562 Est. Cost $29.45 Unrealized
CVNA CARVANA CO CL A 0.0%
Value ($000) $4 Shares 9 Est. Cost $183.95 Unrealized +102.1%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $23 Shares 333 Est. Cost $75.13 Unrealized -12.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $131.40 Unrealized +11.9%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $10 Shares 316 Est. Cost $33.85 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $11 Shares 170 Est. Cost $59.73 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 128 Est. Cost $7.22 Unrealized
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $49.18 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $35.41 Unrealized +115.5%
CVM CEL-SCI CORP COM NEW 0.0%
Value ($000) $1 Shares 97 Est. Cost $5.23 Unrealized +40.3%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $18 Shares 363 Est. Cost $29.92 Unrealized
NC NACCO INDS INC CL A 0.0%
Value ($000) $3 Shares 55 Est. Cost $43.54 Unrealized +5.2%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 103 Est. Cost $38.63 Unrealized -58.0%
CARG CARGURUS INC COM CL A 0.0%
Value ($000) $13 Shares 335 Est. Cost $35.77 Unrealized +0.8%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $118.06 Unrealized +34.4%
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.0%
Value ($000) $22 Shares 125 Est. Cost $94.66 Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $15.32 Unrealized +140.5%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value ($000) $11 Shares 325 Est. Cost $26.85 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $36.99 Unrealized -45.9%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $37.16 Unrealized -0.3%
ICLN ISHARES TR S&P GLOBAL CLEAN ENERGY INDEX 0.0%
Value ($000) $5 Shares 328 Est. Cost $14.20 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $67 Shares 747 Est. Cost $71.74 Unrealized
TRST TRUSTCO BK CORP N Y COM NEW 0.0%
Value ($000) $3 Shares 69 Est. Cost $30.17 Unrealized +31.3%
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $4 Shares 411 Est. Cost $4.90 Unrealized +111.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $9 Shares 618 Est. Cost $15.47 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $104 Shares 5,029 Est. Cost $20.24 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $6 Shares 158 Est. Cost $32.14 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.61 Unrealized +10.5%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $3 Shares 69 Est. Cost $24.31 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $66 Shares 188 Est. Cost $286.19 Unrealized +22.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $10 Shares 101 Est. Cost $25.30 Unrealized +309.6%
VAL VALARIS LTD CL A 0.0%
Value ($000) $10 Shares 206 Est. Cost $37.62 Unrealized +42.7%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1203.48 Unrealized +16.0%
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $24 Shares 532 Est. Cost $42.25 Unrealized
KBA KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.07 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $233.91 Unrealized -30.2%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $17 Shares 1,537 Est. Cost $13.13 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $51.88 Unrealized
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $6 Shares 618 Est. Cost $6.28 Unrealized +47.8%
OAIM ONEASCENT INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $34.41 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.21 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $14 Shares 167 Est. Cost $45.74 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $13 Shares 155 Est. Cost $63.90 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $4 Shares 285 Est. Cost $13.75 Unrealized -8.2%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $12 Shares 438 Est. Cost $24.65 Unrealized
ELLSWORTH GROWTH & INCOME FD COM 0.0%
Value ($000) $35 Shares 3,032 Est. Cost $10.25 Unrealized
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value ($000) $8 Shares 1,372 Est. Cost $7.47 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $8 Shares 96 Est. Cost $38.91 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $1.97 Unrealized +31.3%
ROL ROLLINS INC COM 0.0%
Value ($000) $14 Shares 231 Est. Cost $39.24 Unrealized +49.5%
EXEEL EXPAND ENERGY CORPORATION WT EXP 020926 C 0.0%
Value ($000) $10 Shares 100 Est. Cost $65.11 Unrealized
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $3 Shares 91 Est. Cost $23.61 Unrealized +24.3%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $2 Shares 8 Est. Cost $220.02 Unrealized +20.5%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $11 Shares 198 Est. Cost $34.66 Unrealized
GSM FERROGLOBE PLC SHS 0.0%
Value ($000) $15 Shares 3,191 Est. Cost $4.37 Unrealized +5.5%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $3 Shares 97 Est. Cost $26.65 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.77 Unrealized -24.4%
EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 0.0%
Value ($000) $12 Shares 391 Est. Cost $23.00 Unrealized
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $72.51 Unrealized -26.6%
IBN ICICI BK LTD HONG KONG BRANCH ADR 0.0%
Value ($000) $19 Shares 634 Est. Cost $28.43 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $6 Shares 142 Est. Cost $39.07 Unrealized
BIDU BAIDU COM ADR 0.0%
Value ($000) $32 Shares 244 Est. Cost $104.25 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.0%
Value ($000) $8 Shares 222 Est. Cost $34.27 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $45.96 Unrealized -54.8%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $5 Shares 2,413 Est. Cost $1.96 Unrealized
EXTR EXTREME NETWORKS COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $14.73 Unrealized +24.7%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $11 Shares 107 Est. Cost $87.20 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $177.25 Unrealized +9.7%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $7 Shares 45 Est. Cost $114.68 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $83.23 Unrealized
OPXS OPTEX SYS HLDGS INC COM NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.08 Unrealized +22.2%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $32.83 Unrealized -19.1%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $51.17 Unrealized -33.8%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $3 Shares 62 Est. Cost $54.95 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.28 Unrealized +11.0%
PINK SIMPLIFY HEALTH CARE ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.31 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $1 Shares 73 Est. Cost $35.80 Unrealized -61.9%
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value ($000) $14 Shares 1,062 Est. Cost $14.60 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $7 Shares 104 Est. Cost $71.94 Unrealized
WULF TERAWULF INC COM 0.0%
Value ($000) $37 Shares 3,250 Est. Cost $3.93 Unrealized +241.5%
JBL JABIL INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $182.79 Unrealized +16.7%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $8 Shares 213 Est. Cost $30.37 Unrealized
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $1 Shares 34 Est. Cost $10.84 Unrealized +82.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $45 Shares 2,608 Est. Cost $12.52 Unrealized +30.1%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $2 Shares 96 Est. Cost $28.26 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $31.70 Unrealized +38.9%
ARTNA ARTESIAN RES CORP CL A 0.0%
Value ($000) $7 Shares 225 Est. Cost $38.47 Unrealized -17.5%
DON WISDOMTREE MIDCAP DIVIDEND 0.0%
Value ($000) $19 Shares 359 Est. Cost $44.84 Unrealized
TPR COACH INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $44.33 Unrealized +157.2%
MDB MONGODB INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $244.81 Unrealized +48.6%
EEMX SPDR MSCI EMERGING MARKETS FOSSIL FUEL FREE ETF 0.0%
Value ($000) $13 Shares 316 Est. Cost $43.10 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $1 Shares 89 Est. Cost $25.84 Unrealized -58.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $5 Shares 156 Est. Cost $27.08 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 233 Est. Cost $11.87 Unrealized -86.1%
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $33.33 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $146.08 Unrealized +42.8%
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $3 Shares 46 Est. Cost $52.13 Unrealized
DFNM DFA Dimensional National Municipal Bond ETF 0.0%
Value ($000) $15 Shares 316 Est. Cost $46.39 Unrealized
LCII LCI INDS COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $97.71 Unrealized +8.2%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $11 Shares 129 Est. Cost $86.85 Unrealized
SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF 0.0%
Value ($000) $30 Shares 780 Est. Cost $33.91 Unrealized
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $19 Shares 729 Est. Cost $23.92 Unrealized
SRH TOTAL RETURN FUND INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $12.98 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $2 Shares 21 Est. Cost $39.53 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value ($000) $8 Shares 170 Est. Cost $45.19 Unrealized
HANCOCK JOHN FINL OPPTYS SH BEN INT NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.26 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $585.29 Unrealized -25.7%
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $8 Shares 160 Est. Cost $47.13 Unrealized
BEKE KE HLDGS INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 54 Est. Cost $14.85 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $6 Shares 174 Est. Cost $27.18 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $8 Shares 279 Est. Cost $29.25 Unrealized -6.2%
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.0%
Value ($000) $7 Shares 500 Est. Cost $11.20 Unrealized +19.4%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $108.51 Unrealized -45.5%
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,282 Est. Cost $4.65 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.14 Unrealized -11.3%
W WAYFAIR INC CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $122.25 Unrealized -21.3%
OAKM OAKMARK U.S. LARGE CAP ETF 0.0%
Value ($000) $3 Shares 104 Est. Cost $24.45 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $147.64 Unrealized +70.8%
VGK VANGUARD EUROPEAN 0.0%
Value ($000) $3 Shares 35 Est. Cost $55.81 Unrealized
DHC SENIOR HOUSING PROPERTIES TRUST 0.0%
Value ($000) $2 Shares 350 Est. Cost $2.30 Unrealized
HUSV FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF 0.0%
Value ($000) $5 Shares 134 Est. Cost $40.19 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $45 Shares 1,189 Est. Cost $37.51 Unrealized
IAC IAC INC COM NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.31 Unrealized -6.1%
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 864 Est. Cost $22.03 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.84 Unrealized +23.5%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $173.74 Unrealized +48.8%
CBT CABOT CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $77.17 Unrealized -14.1%
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $3 Shares 330 Est. Cost $10.07 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.0%
Value ($000) $3 Shares 17 Est. Cost $144.86 Unrealized
CALAMOS STRATEGIC TOTAL RETURN FD 0.0%
Value ($000) $31 Shares 1,600 Est. Cost $14.72 Unrealized
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.70 Unrealized
EAOA ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $10 Shares 239 Est. Cost $36.64 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $12 Shares 182 Est. Cost $60.14 Unrealized
IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $29.96 Unrealized
HST HOST MARRIOTT CORP NEW REIT 0.0%
Value ($000) $4 Shares 198 Est. Cost $14.89 Unrealized +13.7%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $15 Shares 2,330 Est. Cost $6.06 Unrealized
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value ($000) $1 Shares 72 Est. Cost $15.06 Unrealized
FRTY ALGER MID CAP 40 ETF 0.0%
Value ($000) $2 Shares 104 Est. Cost $15.93 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 215 Est. Cost $1.77 Unrealized
WESTERN ASSET INVT GRADE OPPOR COM 0.0%
Value ($000) $12 Shares 708 Est. Cost $18.56 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $3 Shares 61 Est. Cost $42.91 Unrealized
ATI ALLEGHENY TECH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.45 Unrealized +42.4%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $4 Shares 330 Est. Cost $19.94 Unrealized
EQNR STATOIL ASA SPONSORED ADR CMN 0.0%
Value ($000) $4 Shares 177 Est. Cost $29.41 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $133.67 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.58 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $9 Shares 229 Est. Cost $35.76 Unrealized
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.0%
Value ($000) $5 Shares 60 Est. Cost $59.84 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $41 Shares 425 Est. Cost $98.10 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $16 Shares 538 Est. Cost $28.89 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $80 Shares 4,061 Est. Cost $19.61 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.73 Unrealized +46.3%
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $62.26 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST 0.0%
Value ($000) $17 Shares 350 Est. Cost $48.65 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $1 Shares 3 Est. Cost $123.18 Unrealized +24.5%
POWW OUTDOOR HOLDING CO COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.33 Unrealized -26.3%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $80.02 Unrealized +38.3%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $143.68 Unrealized -6.0%
TKR TIMKEN CO COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.02 Unrealized +16.9%
UI UBIQUITI INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $364.15 Unrealized +73.7%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $10 Shares 211 Est. Cost $48.63 Unrealized
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.45 Unrealized -17.4%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $17 Shares 92 Est. Cost $108.57 Unrealized +65.0%
OUST OUSTER INC COM NEW 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.50 Unrealized +178.0%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $1 Shares 1 Est. Cost $591.80 Unrealized
TG TREDEGAR CORP COM 0.0%
Value ($000) $1 Shares 119 Est. Cost $5.85 Unrealized +29.7%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $151.12 Unrealized -16.2%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $7 Shares 106 Est. Cost $60.62 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $341.19 Unrealized -52.7%
AKAM AKAMAI TECH 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.08 Unrealized +6.7%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.17 Unrealized
SMOG VANECK LOW CARBON ENERGY ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $104.90 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.11 Unrealized -13.8%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.84 Unrealized -27.0%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $48.13 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $17 Shares 1,096 Est. Cost $9.99 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 33 Est. Cost $9.67 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.65 Unrealized +4.3%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $47.36 Unrealized
MATV MATIV HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.78 Unrealized +50.7%
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $8 Shares 177 Est. Cost $45.42 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $3 Shares 134 Est. Cost $24.09 Unrealized -22.5%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.18 Unrealized +42.1%
HTO H2O AMERICA COM 0.0%
Value ($000) $14 Shares 285 Est. Cost $58.52 Unrealized -18.1%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $116.29 Unrealized +31.4%
FTI FMC TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.35 Unrealized +48.8%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.97 Unrealized +25.7%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $3 Shares 15 Est. Cost $117.01 Unrealized +64.8%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $317.44 Unrealized +15.9%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $10 Shares 209 Est. Cost $45.67 Unrealized
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value ($000) $13 Shares 872 Est. Cost $14.17 Unrealized
SN SHARKNINJA INC COM SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $94.98 Unrealized +3.8%
FLEX FLEX LTD ORD 0.0%
Value ($000) $2 Shares 32 Est. Cost $38.48 Unrealized +60.5%
AMX AMERICA MOVIL SERIES L ADR 0.0%
Value ($000) $5 Shares 232 Est. Cost $20.36 Unrealized
HTRB HARTFORD TOTAL RETURN BOND ETF 0.0%
Value ($000) $18 Shares 533 Est. Cost $33.86 Unrealized
OVV ENCANA CORPORATION 0.0%
Value ($000) $2 Shares 62 Est. Cost $45.49 Unrealized -14.8%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $63.36 Unrealized +30.0%
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.59 Unrealized
AIZ ASSURANT INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $194.44 Unrealized +14.6%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $3 Shares 120 Est. Cost $24.08 Unrealized +12.8%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $68.05 Unrealized +25.3%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.46 Unrealized +38.2%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 37 Est. Cost $39.90 Unrealized -15.0%
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $39.71 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $5 Shares 37 Est. Cost $108.24 Unrealized
WB WEIBO CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 31 Est. Cost $9.09 Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $172.45 Unrealized +42.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 34 Est. Cost $9.76 Unrealized +41.3%
CERY SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $19 Shares 648 Est. Cost $27.71 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.94 Unrealized -15.9%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $34.03 Unrealized -0.5%
CRH CRH PLC ORD 0.0%
Value ($000) $2 Shares 13 Est. Cost $92.41 Unrealized +28.9%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $69.52 Unrealized
FCG FIRST TR ISE REVERE NAT GAS INDEX FD 0.0%
Value ($000) $18 Shares 780 Est. Cost $23.38 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.0%
Value ($000) $14 Shares 616 Est. Cost $27.60 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $82.84 Unrealized +1.6%
OGI ORGANIGRAM GLOBAL INC COM 0.0%
Value ($000) $0 Shares 175 Est. Cost $1.22 Unrealized +41.2%
DVS DOLLY VARDEN SILVER CORP COM NO PAR 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.92 Unrealized +50.1%
L LOEWS CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $85.29 Unrealized +21.0%
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $33 Shares 1,060 Est. Cost $24.50 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $101.23 Unrealized +2.0%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $21.36 Unrealized +38.6%
FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $6 Shares 143 Est. Cost $38.81 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.18 Unrealized
ESUM EVENTIDE US MARKET ETF 0.0%
Value ($000) $6 Shares 224 Est. Cost $25.99 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.05 Unrealized +15.3%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $45.12 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $44.39 Unrealized +284.9%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $2 Shares 44 Est. Cost $22.89 Unrealized +63.9%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 206 Est. Cost $8.42 Unrealized -93.7%
ANGI ANGI INC CL A NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.14 Unrealized -24.9%
LAZ LAZARD LTD SHS -A - 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.43 Unrealized +7.5%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $81 Shares 983 Est. Cost $59.77 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.86 Unrealized +10.1%
NUVEEN MINN QUALITY MUN INM FD SHS 0.0%
Value ($000) $3 Shares 247 Est. Cost $11.35 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.55 Unrealized +19.6%
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $54.66 Unrealized +59.8%
VCLT VANGUARD LONG TERM CORP BOND FD ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.64 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 156 Est. Cost $44.58 Unrealized
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.16 Unrealized
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.40 Unrealized +3.6%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.32 Unrealized +20.6%
EMTL STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $43.10 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.50 Unrealized +29.4%
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $19 Shares 420 Est. Cost $43.78 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $1 Shares 7 Est. Cost $97.75 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $45 Shares 986 Est. Cost $45.89 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $17.94 Unrealized +7.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.28 Unrealized -0.3%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.87 Unrealized +12.1%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.11 Unrealized +38.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.52 Unrealized -78.0%
PSCF INVESCO S&P SMALLCAP FINANCIALS ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $148.56 Unrealized -0.9%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.10 Unrealized +14.2%
ST SENSATA TECHNOLOGIESHLDGS NV COM EUR0.01 0.0%
Value ($000) $0 Shares 12 Est. Cost $24.54 Unrealized +30.3%
SR SPIRE INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $81.54 Unrealized
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $4 Shares 206 Est. Cost $14.14 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.0%
Value ($000) $0 Shares 52 Est. Cost $4.81 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.33 Unrealized +38.1%
PTL INSPIRE 500 ETF 0.0%
Value ($000) $6 Shares 26 Est. Cost $229.31 Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $0 Shares 40 Est. Cost $27.27 Unrealized -52.2%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.93 Unrealized +43.3%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $176.18 Unrealized
AIVI WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $39.36 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $28.57 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.86 Unrealized +18.7%
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.45 Unrealized +22.4%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.84 Unrealized +14.2%
PACS PACS GROUP INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.73 Unrealized +87.0%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,176 Est. Cost $16.37 Unrealized
DDS DILLARDS INC CL A 0.0%
Value ($000) $2 Shares 3 Est. Cost $313.40 Unrealized +94.4%
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $7 Shares 61 Est. Cost $108.87 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.92 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 56 Est. Cost $7.00 Unrealized -13.5%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $124.06 Unrealized +9.4%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $4 Shares 132 Est. Cost $25.27 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.19 Unrealized +41.6%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.67 Unrealized -73.0%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $4.99 Unrealized -2.1%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.64 Unrealized
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $154.57 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $124.86 Unrealized +25.9%
CWCO CONSOLIDATED WATER CO INC ORD 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $31.83 Unrealized +9.2%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $1 Shares 72 Est. Cost $4.81 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $91.78 Unrealized +42.5%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.64 Unrealized -92.0%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.51 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $2 Shares 230 Est. Cost $13.04 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.00 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 1,197 Est. Cost $16.05 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $45.30 Unrealized +29.3%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $48.31 Unrealized
MOD MODINE MFG CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.24 Unrealized +66.9%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $114.31 Unrealized +76.8%
MTBA SIMPLIFY MBS ETF 0.0%
Value ($000) $14 Shares 284 Est. Cost $50.66 Unrealized
STAG STAG INDUSTRIAL INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $36.48 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.21 Unrealized +26.6%
ONL ORION PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $10.32 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $73.04 Unrealized -16.5%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 144 Est. Cost $76.56 Unrealized +23.2%
TCRT ALAUNOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 19 Est. Cost $3.59 Unrealized -10.0%
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $8 Shares 410 Est. Cost $18.77 Unrealized
CGC CANOPY GROWTH CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 46 Est. Cost $4.98 Unrealized -74.2%
DECK DECKERS OUTDOOR 0.0%
Value ($000) $1 Shares 6 Est. Cost $109.07 Unrealized -14.1%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $7 Shares 695 Est. Cost $14.39 Unrealized
NE NOBLE CORP PLC ORD SHS A 0.0%
Value ($000) $10 Shares 346 Est. Cost $22.96 Unrealized +27.3%
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $18.13 Unrealized +42.9%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $3 Shares 26 Est. Cost $101.88 Unrealized -4.4%
TAL TAL EDUCATION GROUP SPONSORED ADS 0.0%
Value ($000) $1 Shares 46 Est. Cost $11.73 Unrealized
CCEP COCA COLA ENTERPRISEINC 0.0%
Value ($000) $4 Shares 44 Est. Cost $79.48 Unrealized +12.8%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $50.45 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $1 Shares 31 Est. Cost $28.61 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value ($000) $14 Shares 604 Est. Cost $24.13 Unrealized
WOLF CREE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.35 Unrealized -9.5%
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $11 Shares 479 Est. Cost $22.44 Unrealized
CADE CADENCE BANK COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.15 Unrealized +22.6%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.45 Unrealized +2.9%
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.70 Unrealized +60.1%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $50.69 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $10 Shares 441 Est. Cost $22.46 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $30 Shares 606 Est. Cost $50.11 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.31 Unrealized +47.0%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.54 Unrealized +7.6%
FOX FOX CORP CL B COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.69 Unrealized +40.0%
AGCO AGCO CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.56 Unrealized -4.1%
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.93 Unrealized +28.8%
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.48 Unrealized -6.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.93 Unrealized -42.6%
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.12 Unrealized +21.1%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.79 Unrealized +1.0%
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $29.70 Unrealized -50.6%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.62 Unrealized -1.2%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 9 Est. Cost $212.78 Unrealized
IVOG VANGUARD S&P ETF MIDCAP 400 GROWTH 0.0%
Value ($000) $1 Shares 8 Est. Cost $168.75 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.25 Unrealized -5.4%
ALV AUTOLIV INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.87 Unrealized +23.3%
CLH CLEAN HARBORS, INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $137.88 Unrealized +65.7%
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.0%
Value ($000) $19 Shares 784 Est. Cost $24.07 Unrealized
STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $47.25 Unrealized
WSR WHITESTONE REIT COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 110 Est. Cost $7.32 Unrealized -83.1%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.65 Unrealized +2.3%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.65 Unrealized -1.7%
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.28 Unrealized +40.6%
QTTB Q32 BIO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $13.78 Unrealized -79.5%
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.85 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.57 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $4 Shares 157 Est. Cost $28.27 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.95 Unrealized +10.0%
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $21.11 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $12.00 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $106.95 Unrealized +16.7%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $0 Shares 9 Est. Cost $13.47 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.34 Unrealized -31.2%
MAC MACERICH CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.60 Unrealized
ACR ACRES COMMERCIAL REALTY CORP COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
SOWG SOW GOOD INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.30 Unrealized -96.2%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.85 Unrealized +31.9%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.63 Unrealized -19.0%
LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $21.43 Unrealized
IBD INSPIRE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.00 Unrealized
CXW CORECIVIC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.12 Unrealized -8.9%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.77 Unrealized +16.5%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.70 Unrealized +13.2%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.44 Unrealized
PTLE PTL LTD COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized -83.4%
AHH ARMADA HOFFLER PPTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.00 Unrealized
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $66.01 Unrealized
NYXH NYXOAH S A SHS 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.55 Unrealized -21.4%
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.27 Unrealized -0.5%
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.46 Unrealized -2.0%
QUAD QUAD / GRAPHICS INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.06 Unrealized +92.0%
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized
MRAM EVERSPIN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.79 Unrealized +64.2%
DLAPQ DELTA APPAREL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.00 Unrealized 0.0%
CRMD CORMEDIX INC COM 0.0%
Value ($000) $40 Shares 3,399 Est. Cost $4.96 Unrealized +122.8%
MGOV FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $20.16 Unrealized