Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $2,618,480 (100.0% shares, 0.0% debt)

Holdings (606)

New Positions (42)

PHYS Sprott Physical Gold Trust Unit 6.5%
Value ($000) $169,676 Shares 5,138,572 Est. Cost $33.02 Unrealized
IVE Ishares S&P 500 Value 0.2%
Value ($000) $4,042 Shares 19,058 Est. Cost $212.07 Unrealized
SCHW The Charles Schwab Corp 0.1%
Value ($000) $3,789 Shares 37,927 Est. Cost $94.74 Unrealized 0.0%
CDNS Cadence Design System 0.1%
Value ($000) $2,510 Shares 8,030 Est. Cost $326.31 Unrealized 0.0%
IQV Iqvia Hldgs Inc 0.1%
Value ($000) $2,353 Shares 10,439 Est. Cost $217.58 Unrealized 0.0%
COO Cooper Companies New 0.1%
Value ($000) $2,078 Shares 25,348 Est. Cost $74.85 Unrealized 0.0%
ROP Roper Industries Inc 0.1%
Value ($000) $2,012 Shares 4,520 Est. Cost $462.16 Unrealized 0.0%
FICO Fair Isaac Corp 0.1%
Value ($000) $1,961 Shares 1,160 Est. Cost $1721.38 Unrealized 0.0%
MDY Mid Cap S P D R TRUST 0.1%
Value ($000) $1,544 Shares 2,560 Est. Cost $603.28 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $1,526 Shares 5,813 Est. Cost $265.71 Unrealized 0.0%
IWF Ishares Russell 1000 Growth 0.1%
Value ($000) $1,433 Shares 3,027 Est. Cost $473.31 Unrealized
XLE Sector Spdr Engy Select 0.1%
Value ($000) $1,323 Shares 29,601 Est. Cost $44.71 Unrealized
MINT PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $1,164 Shares 11,604 Est. Cost $100.34 Unrealized
MUB Ishares S&P National AMT-Free 0.0%
Value ($000) $605 Shares 5,648 Est. Cost $107.11 Unrealized
IAU Ishares Comex Gold Trust ETF 0.0%
Value ($000) $283 Shares 3,485 Est. Cost $81.17 Unrealized
BITU ProShares Ultra Bitcoin ETF 0.0%
Value ($000) $243 Shares 11,000 Est. Cost $22.09 Unrealized
LOWV AB US Low Volatility Equity ETF 0.0%
Value ($000) $165 Shares 2,105 Est. Cost $78.36 Unrealized
UL Unilever Plc Adr New 0.0%
Value ($000) $128 Shares 1,959 Est. Cost $65.40 Unrealized
AKRE PROFESSIONALLY MANAGED ETF 0.0%
Value ($000) $84 Shares 1,275 Est. Cost $65.51 Unrealized
BITX 2x Bitcoin Strategy ETF 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $27.74 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $54 Shares 695 Est. Cost $77.68 Unrealized
AB Alliancebernstein Hldg 0.0%
Value ($000) $52 Shares 1,350 Est. Cost $38.48 Unrealized
DNP Select Income 0.0%
Value ($000) $51 Shares 5,063 Est. Cost $9.99 Unrealized
RBRK Rubrik Inc 0.0%
Value ($000) $47 Shares 620 Est. Cost $76.71 Unrealized 0.0%
PIMCO Dynamic Income 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $17.71 Unrealized
Cohen & Steers REIT & Preferred Income 0.0%
Value ($000) $35 Shares 1,758 Est. Cost $19.86 Unrealized
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $31 Shares 267 Est. Cost $110.50 Unrealized 0.0%
IWD Ishares Russell 1000 Val 0.0%
Value ($000) $31 Shares 146 Est. Cost $210.34 Unrealized
MFC Manulife Financial Corpf 0.0%
Value ($000) $30 Shares 838 Est. Cost $33.94 Unrealized 0.0%
CQQQ Invesco China Technology ETF 0.0%
Value ($000) $30 Shares 578 Est. Cost $52.00 Unrealized
Cohen & Steers Tot Ret Realty 0.0%
Value ($000) $29 Shares 2,580 Est. Cost $11.05 Unrealized
SOLS Solstice Advanced Materials Inc 0.0%
Value ($000) $26 Shares 540 Est. Cost $47.08 Unrealized 0.0%
Q Qwest Communs Intl Inc 0.0%
Value ($000) $17 Shares 211 Est. Cost $84.91 Unrealized 0.0%
PSX Phillips 0.0%
Value ($000) $17 Shares 131 Est. Cost $134.01 Unrealized 0.0%
MICC Magnum Icecream 0.0%
Value ($000) $5 Shares 291 Est. Cost $15.68 Unrealized 0.0%
KOS Kosmos Energy Ltd 0.0%
Value ($000) $5 Shares 4,995 Est. Cost $1.32 Unrealized 0.0%
GOSS Gossamer Bio Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.85 Unrealized 0.0%
RYN Rayonier Inc 0.0%
Value ($000) $2 Shares 98 Est. Cost $21.65 Unrealized
ABNB Airbnb Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.53 Unrealized 0.0%
CODX Co-Diagnostics Inc 0.0%
Value ($000) $0 Shares 525 Est. Cost $10.88 Unrealized 0.0%
SRUUF Sprott Asset Management LP SPROTT PHYSICAL URANIUM 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.67 Unrealized
Southwest Va Bkshrs 0.0%
Value ($000) $0 Shares 890 Est. Cost Unrealized

Increased Positions (75)

IEFA iShares Core MSCI EAFE 9.8%
Value ($000) $255,744 (+14.3%) Shares 2,858,755 (+11.5%) Est. Cost $8390.89 Unrealized
IVV IShares S&P 500 Index 17.3%
Value ($000) $453,674 (+3.4%) Shares 662,356 (+1.0%) Est. Cost $10062.08 Unrealized
AMZN Amazon Com Inc 2.4%
Value ($000) $61,748 (+24.0%) Shares 267,515 (+18.0%) Est. Cost $215.64 Unrealized +6.1%
APH Amphenol Corp Cl A 0.2%
Value ($000) $5,644 (+1330.2%) Shares 41,764 (+1209.6%) Est. Cost $126.76 Unrealized +5.4%
MA Mastercard Inc 2.6%
Value ($000) $67,697 (+8.2%) Shares 118,584 (+7.8%) Est. Cost $356.30 Unrealized +56.9%
HD Home Depot Inc 1.3%
Value ($000) $34,955 (-10.1%) Shares 101,584 (+5.8%) Est. Cost $266.82 Unrealized +36.6%
JPM Jpmorgan Chase & Co 1.9%
Value ($000) $48,740 (+7.3%) Shares 151,264 (+5.0%) Est. Cost $282.51 Unrealized +9.6%
ETN Eaton Corporation 0.1%
Value ($000) $3,183 (+6247.3%) Shares 9,994 (+7358.2%) Est. Cost $351.35 Unrealized +0.9%
IWS iShares Russell Midcap Value 2.9%
Value ($000) $76,122 (+3.9%) Shares 539,682 (+2.9%) Est. Cost $10080.33 Unrealized
PGR Progressive Corp Ohio 1.7%
Value ($000) $43,321 (-5.8%) Shares 190,238 (+2.1%) Est. Cost $88.40 Unrealized +140.2%
TJX T J X Cos Inc 0.1%
Value ($000) $2,648 (+1597.8%) Shares 17,238 (+1497.6%) Est. Cost $145.53 Unrealized +1.5%
IEMG iShares Core MSCI Emerging Markets ETF 2.3%
Value ($000) $60,259 (+4.1%) Shares 896,439 (+2.1%) Est. Cost $19761.23 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $9,480 (+20.8%) Shares 50,831 (+20.8%) Est. Cost $109.48 Unrealized +70.0%
ADP Auto Data Processing 2.1%
Value ($000) $53,976 (-2.9%) Shares 209,836 (+10.8%) Est. Cost $236.53 Unrealized +12.0%
MSFT Microsoft Corp 3.3%
Value ($000) $87,543 (+1.9%) Shares 181,016 (+9.1%) Est. Cost $212.71 Unrealized +135.3%
CTAS Cintas Corp 0.1%
Value ($000) $2,158 (+259.5%) Shares 11,473 (+292.4%) Est. Cost $182.92 Unrealized +2.9%
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $3,916 (+53.7%) Shares 52,185 (+50.1%) Est. Cost $73.88 Unrealized
ZTS Zoetis Inc 0.1%
Value ($000) $1,977 (+199.3%) Shares 15,714 (+248.1%) Est. Cost $137.21 Unrealized -5.1%
MSI Motorola Solutions Inc Com New 0.1%
Value ($000) $1,394 (+1342.2%) Shares 3,637 (+1623.7%) Est. Cost $391.31 Unrealized +2.4%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $1,731 (+273.0%) Shares 6,687 (+346.4%) Est. Cost $219.79 Unrealized +20.2%
MCD Mc Donalds Corp 1.4%
Value ($000) $36,534 (+2.2%) Shares 119,538 (+1.7%) Est. Cost $259.68 Unrealized +17.5%
BN Brookfield Corporation 2.8%
Value ($000) $74,129 (-1.0%) Shares 1,615,356 (+47.9%) Est. Cost $30.15 Unrealized +51.1%
COP Conocophillips 1.8%
Value ($000) $45,926 (+1.5%) Shares 490,606 (+2.6%) Est. Cost $80.30 Unrealized +12.1%
ESGD iShares ESG Aware MSCI EAFE ETF 0.1%
Value ($000) $3,671 (+12.0%) Shares 38,609 (+9.6%) Est. Cost $659.40 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sect 0.0%
Value ($000) $600 (-38.3%) Shares 14,059 (+26.0%) Est. Cost $8901.79 Unrealized
GLDM SPDR Gold MiniShares 0.1%
Value ($000) $1,945 (+15.8%) Shares 22,789 (+3.7%) Est. Cost $42.50 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $939 (-21.8%) Shares 10,010 (+900.0%) Est. Cost $99.45 Unrealized +8.4%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $1,087 (+22.1%) Shares 7,022 (+9.8%) Est. Cost $6414.84 Unrealized
UNP Union Pacific Corp 1.4%
Value ($000) $37,660 (-0.4%) Shares 162,804 (+1.8%) Est. Cost $180.75 Unrealized +25.8%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $727 (+25.4%) Shares 964 (+24.2%) Est. Cost $2940.52 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $805 (+17.5%) Shares 12,368 (+5.9%) Est. Cost $34481.81 Unrealized
XLK Sector Spdr Tech Select 0.2%
Value ($000) $4,707 (+2.2%) Shares 32,696 (+100.0%) Est. Cost $143.45 Unrealized
BAC Bank Of America Corp 0.0%
Value ($000) $1,096 (+9.3%) Shares 19,920 (+2.6%) Est. Cost $21.32 Unrealized +147.1%
CRM Salesforce Com 0.0%
Value ($000) $261 (+39.8%) Shares 984 (+25.0%) Est. Cost $173.27 Unrealized +43.2%
DOV Dover Corporation 0.0%
Value ($000) $386 (+21.5%) Shares 1,977 (+3.8%) Est. Cost $133.85 Unrealized +35.9%
IBM Intl Business Machines 0.0%
Value ($000) $1,116 (+6.1%) Shares 3,766 (+1.1%) Est. Cost $114.40 Unrealized +161.2%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $1,823 (+3.2%) Shares 5,438 (+1.0%) Est. Cost $19417.13 Unrealized
AGG Ishares Barclays Aggregate Bond 0.0%
Value ($000) $496 (+9.5%) Shares 4,962 (+9.9%) Est. Cost $25035.82 Unrealized
UVV Universal Corp Va 0.0%
Value ($000) $968 (-4.0%) Shares 18,356 (+1.6%) Est. Cost $51.06 Unrealized +4.0%
UPS United Parcel Service B 0.0%
Value ($000) $194 (+20.5%) Shares 1,957 (+1.5%) Est. Cost $117.20 Unrealized -20.9%
CAH Cardinal Health Inc 0.0%
Value ($000) $62 (+72.4%) Shares 300 (+31.6%) Est. Cost $81.07 Unrealized +131.6%
BA Boeing Co 0.0%
Value ($000) $277 (+7.6%) Shares 1,276 (+7.0%) Est. Cost $250.07 Unrealized -17.8%
RGTI RIGETTI COMPUTING ORD 0.0%
Value ($000) $26 (+312.1%) Shares 1,164 (+454.3%) Est. Cost $28.62 Unrealized +13.9%
TSLA Tesla, Inc 0.0%
Value ($000) $170 (+12.4%) Shares 378 (+11.2%) Est. Cost $278.61 Unrealized +59.1%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $63 (-22.4%) Shares 830 (+1.6%) Est. Cost $73.47 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $78 (+28.5%) Shares 1,452 (+20.2%) Est. Cost $45.68 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $44 (+61.6%) Shares 1,000 (+53.8%) Est. Cost $36.35 Unrealized
CEG Constellation Energy Co 0.0%
Value ($000) $63 (+34.8%) Shares 177 (+25.5%) Est. Cost $211.75 Unrealized +71.5%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $183 (+9.0%) Shares 1,588 (+6.4%) Est. Cost $81.71 Unrealized +44.1%
LMT Lockheed Martin Corp 0.0%
Value ($000) $39 (+56.7%) Shares 81 (+62.0%) Est. Cost $482.98 Unrealized -1.4%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $39 (+53.7%) Shares 795 (+101.3%) Est. Cost $48.24 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $64 (+15.5%) Shares 219 (+11.2%) Est. Cost $204.10 Unrealized +37.5%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $138 (+5.5%) Shares 5,139 (+3.3%) Est. Cost $10798.23 Unrealized
VICI VICI Properties Inc 0.0%
Value ($000) $79 (-7.1%) Shares 2,800 (+7.7%) Est. Cost $27.23 Unrealized +7.6%
EPRT Essential Properties Realty Trust Inc 0.0%
Value ($000) $52 (+12.5%) Shares 1,750 (+12.9%) Est. Cost $24.68 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $26 (+18.4%) Shares 1,000 (+25.0%) Est. Cost $24.19 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $8 (+108.1%) Shares 50 (+1150.0%) Est. Cost $170.97 Unrealized +0.3%
FIX Comfort Systems USA Inc 0.0%
Value ($000) $13 (+38.6%) Shares 14 (+16.7%) Est. Cost $506.73 Unrealized +82.1%
GIS General Mills Inc 0.0%
Value ($000) $19 (+23.0%) Shares 400 (+33.3%) Est. Cost $57.20 Unrealized -17.0%
IXUS iShares Core MSCI Total Intl Stk ETF 0.0%
Value ($000) $42 (+4.2%) Shares 498 (+1.6%) Est. Cost $69.29 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $3 (+82.3%) Shares 45 (+104.5%) Est. Cost $81.51 Unrealized
ARQQ Arqit Quantum Inc COM USD0.0025(POST REV SPT) 0.0%
Value ($000) $3 (-33.3%) Shares 130 (+18.2%) Est. Cost $29.15 Unrealized +18.6%
PSA Public Storage 0.0%
Value ($000) $13 (-9.1%) Shares 52 (+2.0%) Est. Cost $266.59 Unrealized +4.0%
DG Dollar General Corp 0.0%
Value ($000) $5 (+29.2%) Shares 38 (+2.7%) Est. Cost $183.27 Unrealized -39.2%
VXRT Vaxart Inc Com New 0.0%
Value ($000) $9 (+12.2%) Shares 25,984 (+18.2%) Est. Cost $2.28 Unrealized -84.1%
XLB Sector Spdr Materials Fd 0.0%
Value ($000) $77 (+1.2%) Shares 1,700 (+100.0%) Est. Cost $66.32 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $61 (+1.4%) Shares 1,216 (+1.8%) Est. Cost $50.47 Unrealized
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $2 (-8.6%) Shares 40 (+2.6%) Est. Cost $60026.79 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $3 (+6.2%) Shares 123 (+2.5%) Est. Cost $29.47 Unrealized
ARTY iShares Future AI & Tech ETF 0.0%
Value ($000) $3 (+7.3%) Shares 52 (+2.0%) Est. Cost $45.83 Unrealized
IONQ IONQ ORD 0.0%
Value ($000) $4 (-2.7%) Shares 100 (+33.3%) Est. Cost $39.14 Unrealized +43.2%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $10 (+1.1%) Shares 95 (+1.1%) Est. Cost $108.76 Unrealized
GOVT iShares Core US Treasury Bond 0.0%
Value ($000) $4 (+0.7%) Shares 182 (+1.1%) Est. Cost $23.44 Unrealized
BNT BROOKFIELD REINSRNC EX VOTN CL A ORD 0.0%
Value ($000) $1 (-1.9%) Shares 19 (+46.2%) Est. Cost $35.82 Unrealized +27.2%
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 259 (+2.4%) Est. Cost Unrealized

Exited Positions (32)

FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.0%
Value ($000) $624 Shares 36,200 Est. Cost $15.95 Unrealized +5.4%
Unilever Plc Adr New 0.0%
Value ($000) $135 Shares 2,274 Est. Cost $18578.10 Unrealized
TOST Toast Inc 0.0%
Value ($000) $80 Shares 2,200 Est. Cost $43.41 Unrealized -17.0%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $44 Shares 228 Est. Cost $138.71 Unrealized +29.6%
PPG P P G Industries Inc 0.0%
Value ($000) $21 Shares 203 Est. Cost $143.99 Unrealized -30.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $21 Shares 60 Est. Cost $371.04 Unrealized -9.1%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $19 Shares 333 Est. Cost $55.13 Unrealized +6.5%
Spirit Aerosystems Hldgs 0.0%
Value ($000) $16 Shares 425 Est. Cost $34.08 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $6 Shares 26 Est. Cost $281.24 Unrealized -7.0%
Amcor Plc Com Usd0.01 0.0%
Value ($000) $4 Shares 507 Est. Cost $9.15 Unrealized -9.8%
A Agilent Technologies Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $111.58 Unrealized +28.8%
GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $43.77 Unrealized
XSOE WisdomTree EmMkts ex-Stt-Ownd EntrprsETF 0.0%
Value ($000) $3 Shares 84 Est. Cost $37.94 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $47.74 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $2 Shares 49 Est. Cost $50.63 Unrealized
HYLB Xtrackers USD High Yield Corp Bd ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.11 Unrealized
EMXC iShares MSCI Emerging Mkts ex China ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $67.52 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $2 Shares 66 Est. Cost $15.34 Unrealized +75.4%
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $73.73 Unrealized -90.5%
EMLC VanEck Vectors JP Morgan EM LC Bd ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.51 Unrealized
PPL Ppl Corporation 0.0%
Value ($000) $2 Shares 43 Est. Cost $29.23 Unrealized +22.6%
USIG iShares US Credit Bond 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.23 Unrealized
VGSH Vanguard Short-Term Government Bond ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $58.85 Unrealized
ST Sensata Technologies Holding N.V. 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.09 Unrealized -8.8%
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.33 Unrealized
Howmet Aerospace Prf 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.08 Unrealized
FLRN SPDR Blmbg Inv Grd Flt Rt ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.88 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.94 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.15 Unrealized
MAGN Magnera Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $20.46 Unrealized -43.4%
Co-Diagnostics Inc 0.0%
Value ($000) $0 Shares 525 Est. Cost $7620.95 Unrealized
ZIMVIE ORD WI 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized

Decreased Positions (64)

GOOG Alphabet Inc. Class C 4.2%
Value ($000) $109,399 (+22.9%) Shares 348,675 (-4.6%) Est. Cost $119.37 Unrealized +139.9%
RTX Raytheon Technologies Ord 3.2%
Value ($000) $82,783 (+5.9%) Shares 451,381 (-3.4%) Est. Cost $75.70 Unrealized +129.0%
AAPL Apple Computer Inc 2.8%
Value ($000) $74,165 (+5.6%) Shares 272,807 (-1.1%) Est. Cost $110.66 Unrealized +142.5%
WMT Wal-Mart Stores Inc 2.1%
Value ($000) $54,286 (+6.3%) Shares 487,266 (-1.6%) Est. Cost $50.61 Unrealized +111.8%
MKL Markel Group Inc 0.7%
Value ($000) $17,122 (+11.3%) Shares 7,965 (-1.1%) Est. Cost $1314.18 Unrealized +54.2%
V Visa Inc 0.2%
Value ($000) $5,304 (-22.9%) Shares 15,124 (-25.0%) Est. Cost $177.42 Unrealized +91.8%
VNQ Vanguard Reit 0.0%
Value ($000) $110 (-78.9%) Shares 1,246 (-78.2%) Est. Cost $4663.87 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $12,037 (-2.8%) Shares 75,043 (-1.7%) Est. Cost $59.97 Unrealized +156.1%
GD General Dynamics Corp 0.0%
Value ($000) $286 (-52.7%) Shares 849 (-52.1%) Est. Cost $131.24 Unrealized +159.7%
FISV Fiserv Inc 0.0%
Value ($000) $137 (-69.3%) Shares 2,035 (-41.2%) Est. Cost $104.61 Unrealized -19.8%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,638 (-14.8%) Shares 30,423 (-1.1%) Est. Cost $34.21 Unrealized +66.8%
LLY Eli Lilly and Co 0.0%
Value ($000) $1,081 (+31.1%) Shares 1,006 (-6.9%) Est. Cost $285.52 Unrealized +234.7%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.0%
Value ($000) $258 (-49.1%) Shares 1,798 (-50.0%) Est. Cost $47125.48 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $1,923 (-10.7%) Shares 2,230 (-4.2%) Est. Cost $367.06 Unrealized +146.8%
CAT Caterpillar Inc 0.1%
Value ($000) $1,445 (+18.0%) Shares 2,523 (-1.8%) Est. Cost $141.34 Unrealized +293.0%
RJF Raymond James Finl Inc 0.1%
Value ($000) $2,118 (-8.6%) Shares 13,186 (-1.7%) Est. Cost $64.74 Unrealized +148.6%
NEU Newmarket Corporation 0.0%
Value ($000) $432 (-29.0%) Shares 629 (-14.4%) Est. Cost $413.23 Unrealized +84.1%
ADBE Adobe Systems Inc 0.0%
Value ($000) $232 (-42.3%) Shares 663 (-41.8%) Est. Cost $449.63 Unrealized -24.4%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $2,399 (-5.3%) Shares 8,264 (-4.1%) Est. Cost $82114.41 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,553 (+7.4%) Shares 20,161 (-4.6%) Est. Cost $34.98 Unrealized +111.0%
VALQ American Century U.S. Quality Value ETF 0.0%
Value ($000) $1,182 (-7.7%) Shares 17,870 (-10.0%) Est. Cost $12748.47 Unrealized
PEP Pepsico Incorporated 0.1%
Value ($000) $2,615 (-3.3%) Shares 18,223 (-5.4%) Est. Cost $130.41 Unrealized +11.9%
WM Waste Management, INC. 0.0%
Value ($000) $319 (-21.7%) Shares 1,450 (-21.3%) Est. Cost $113.44 Unrealized +87.4%
PICK iShares MSCI Global Mtls&Mng Prdcrs ETF 0.0%
Value ($000) $436 (-16.2%) Shares 8,500 (-27.4%) Est. Cost $43.07 Unrealized
TFC Truist Finl Corp Com 0.1%
Value ($000) $1,881 (+4.4%) Shares 38,230 (-3.0%) Est. Cost $37.13 Unrealized +23.4%
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $9,364 (+0.8%) Shares 42,605 (-1.0%) Est. Cost $2260.09 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $671 (-9.4%) Shares 1,012 (-6.6%) Est. Cost $385.05 Unrealized +71.6%
VOO Vanguard 500 ETF 0.9%
Value ($000) $22,335 (+0.3%) Shares 35,615 (-2.1%) Est. Cost $1063.87 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.4%
Value ($000) $11,553 (+0.6%) Shares 360,341 (-1.9%) Est. Cost $7807.23 Unrealized
PFE Pfizer Incorporated 0.0%
Value ($000) $61 (-49.7%) Shares 2,441 (-48.6%) Est. Cost $29.17 Unrealized -14.2%
AMGN Amgen Incorporated 0.0%
Value ($000) $615 (+10.5%) Shares 1,879 (-4.8%) Est. Cost $148.48 Unrealized +112.8%
Tri Continental Corp 0.0%
Value ($000) $593 (-8.3%) Shares 18,168 (-4.5%) Est. Cost $19.97 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $36 (-56.5%) Shares 1,800 (-56.1%) Est. Cost $9.99 Unrealized +98.2%
CVX Chevron Corporation 0.1%
Value ($000) $1,445 (-3.1%) Shares 9,478 (-1.3%) Est. Cost $98.99 Unrealized +52.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $219 (-12.4%) Shares 1,785 (-20.8%) Est. Cost $54.67 Unrealized +121.1%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $90 (-24.2%) Shares 3,019 (-20.3%) Est. Cost $37.73 Unrealized -24.4%
DXCM Dexcom Inc 0.0%
Value ($000) $123 (-18.0%) Shares 1,860 (-16.8%) Est. Cost $86.63 Unrealized -25.4%
ARE Alexandria Real Est Eqty 0.0%
Value ($000) $5 (-83.2%) Shares 100 (-71.4%) Est. Cost $105.22 Unrealized -44.9%
GEV Ge Vernova Llc Com 0.0%
Value ($000) $579 (+3.9%) Shares 886 (-2.2%) Est. Cost $158.10 Unrealized +285.2%
ELV Elevance Health Inc 0.0%
Value ($000) $922 (+2.2%) Shares 2,631 (-5.8%) Est. Cost $358.01 Unrealized -6.0%
TGT Target Corporation 0.0%
Value ($000) $162 (-10.4%) Shares 1,660 (-17.8%) Est. Cost $131.00 Unrealized -30.1%
LUV Southwest Airlines Co 0.0%
Value ($000) $119 (+17.0%) Shares 2,870 (-9.7%) Est. Cost $45.52 Unrealized -23.6%
C Citigroup Inc 0.0%
Value ($000) $160 (+11.2%) Shares 1,368 (-3.3%) Est. Cost $44.28 Unrealized +134.1%
SRE Sempra Energy 0.0%
Value ($000) $168 (-8.6%) Shares 1,902 (-6.9%) Est. Cost $58.07 Unrealized +55.9%
HCA Hca Inc 0.0%
Value ($000) $261 (+5.8%) Shares 558 (-3.5%) Est. Cost $248.47 Unrealized +86.6%
LEN Lennar Corp Cl A 0.0%
Value ($000) $29 (-32.7%) Shares 282 (-17.5%) Est. Cost $98.17 Unrealized +23.0%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $62 (-17.9%) Shares 889 (-19.5%) Est. Cost $62.69 Unrealized
GM General Motors Corp 0.0%
Value ($000) $67 (+24.7%) Shares 822 (-6.5%) Est. Cost $49.34 Unrealized +42.7%
MGC Vanguard Mega Cap ETF 0.0%
Value ($000) $117 (-8.8%) Shares 466 (-11.4%) Est. Cost $201.38 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $398 (+2.4%) Shares 1,906 (-1.4%) Est. Cost $117.52 Unrealized +64.0%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $56 (-13.9%) Shares 303 (-6.5%) Est. Cost $107.07 Unrealized +74.1%
DELL Dell Inc 0.0%
Value ($000) $36 (-17.0%) Shares 285 (-6.6%) Est. Cost $30.17 Unrealized +366.5%
IJH iShares Core S&P Mid Cap ETF 0.0%
Value ($000) $4 (-66.3%) Shares 55 (-66.7%) Est. Cost $65.26 Unrealized
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $25 (-20.2%) Shares 209 (-21.1%) Est. Cost $112.11 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $420 (-1.4%) Shares 5,233 (-7.3%) Est. Cost $65.67 Unrealized +25.6%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $111 (+4.3%) Shares 1,027 (-3.7%) Est. Cost $68.57 Unrealized +48.0%
APP APPLOVIN CORP CL A 0.0%
Value ($000) $31 (-11.9%) Shares 46 (-6.1%) Est. Cost $368.39 Unrealized +71.0%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $1,253 (+0.3%) Shares 31,658 (-2.3%) Est. Cost $26980.00 Unrealized
PLTR Palantir Technologies Inc 0.0%
Value ($000) $10 (-24.2%) Shares 56 (-22.2%) Est. Cost $129.22 Unrealized +40.1%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $6 (-31.3%) Shares 30 (-41.2%) Est. Cost $252.25 Unrealized -28.2%
CVMC CALVERT US MID CR RESPON INDX ETF 0.0%
Value ($000) $17 (-10.8%) Shares 264 (-11.7%) Est. Cost $57.85 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $84 (-2.0%) Shares 1,568 (-1.3%) Est. Cost $24894.05 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $23 (+7.1%) Shares 226 (-9.6%) Est. Cost $34.57 Unrealized +160.9%
PWCDF Power Corp Cda Isin 0.0%
Value ($000) $19 (+2.5%) Shares 360 (-16.7%) Est. Cost $27.95 Unrealized +73.9%

Unchanged Positions (425)

MRK Merck & Co Inc 2.5%
Value ($000) $64,258 Shares 610,573 Est. Cost $76.70 Unrealized +21.6%
JNJ Johnson & Johnson 2.6%
Value ($000) $69,356 Shares 335,135 Est. Cost $139.92 Unrealized +40.8%
DUK Duke Energy New 1.5%
Value ($000) $37,972 Shares 323,963 Est. Cost $94.30 Unrealized +28.9%
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $8,910 Shares 28,467 Est. Cost $108.04 Unrealized +164.3%
WMB Williams Companies 1.0%
Value ($000) $26,226 Shares 436,298 Est. Cost $27.30 Unrealized +120.0%
ORCL Oracle Corporation 0.1%
Value ($000) $1,985 Shares 10,186 Est. Cost $82.41 Unrealized +188.9%
ITOT iShares Core S&P Total US Stock Mkt 1.5%
Value ($000) $38,357 Shares 257,964 Est. Cost $22799.50 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $5,054 Shares 87,656 Est. Cost $27.04 Unrealized +119.6%
ACWX iShares MSCI ACWI ex US ETF 0.8%
Value ($000) $20,741 Shares 308,971 Est. Cost $47.15 Unrealized
VT Vanguard Total World Stock ETF 1.0%
Value ($000) $25,158 Shares 178,346 Est. Cost $104.87 Unrealized
EFA iShares MSCI EAFE 0.6%
Value ($000) $15,933 Shares 165,915 Est. Cost $557.80 Unrealized
FRFHF Fairfax Financial Hldgs Ltd Sub Vtg 0.2%
Value ($000) $5,109 Shares 2,677 Est. Cost $785.60 Unrealized +118.5%
BRK/B Berkshire Hathaway Cl B 2.4%
Value ($000) $62,791 Shares 125,066 Est. Cost $248.17 Unrealized +100.5%
SPY SPDR S&P 500 Index 0.5%
Value ($000) $12,343 Shares 18,101 Est. Cost $1858.69 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $1,249 Shares 4,861 Est. Cost $64.63 Unrealized +270.6%
MU Micron Technology Inc 0.0%
Value ($000) $583 Shares 2,044 Est. Cost $66.21 Unrealized +246.4%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $3,957 Shares 32,879 Est. Cost $56.34 Unrealized +105.0%
ISRG Intuitive Surgical New 0.0%
Value ($000) $964 Shares 1,702 Est. Cost $250.06 Unrealized +112.9%
ALB Albemarle Corp 0.0%
Value ($000) $424 Shares 3,000 Est. Cost $111.68 Unrealized +1.4%
EEM iShares MSCI Emrg Mkt Fd 0.3%
Value ($000) $6,650 Shares 121,558 Est. Cost $527.55 Unrealized
IVW Ishares S&P 500 Growth 0.3%
Value ($000) $7,453 Shares 60,466 Est. Cost $95.74 Unrealized
TMO Thermo Electron Corp 0.0%
Value ($000) $942 Shares 1,626 Est. Cost $446.20 Unrealized +26.7%
META Meta Platforms Inc 0.0%
Value ($000) $1,144 Shares 1,734 Est. Cost $276.77 Unrealized +141.1%
OEF iShares S&P 100 0.2%
Value ($000) $3,945 Shares 11,502 Est. Cost $124462.13 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $460 Shares 2,148 Est. Cost $115.36 Unrealized +94.7%
TT Trane Technologies PLC 0.1%
Value ($000) $1,327 Shares 3,410 Est. Cost $103.24 Unrealized +300.6%
MS Morgan Stanley 0.0%
Value ($000) $966 Shares 5,440 Est. Cost $58.77 Unrealized +183.2%
LOW Lowes Companies Inc 0.1%
Value ($000) $2,399 Shares 9,947 Est. Cost $150.82 Unrealized +59.0%
PG Procter & Gamble 0.1%
Value ($000) $1,363 Shares 9,511 Est. Cost $107.92 Unrealized +36.4%
URI United Rentals Inc 0.0%
Value ($000) $540 Shares 667 Est. Cost $155.30 Unrealized +458.3%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $587 Shares 1,891 Est. Cost $152.20 Unrealized +87.5%
ACH Owens & Minor Inc Hldg Co 0.0%
Value ($000) $131 Shares 46,894 Est. Cost $26.00 Unrealized -86.3%
BLK Blackrock Inc 0.0%
Value ($000) $1,010 Shares 944 Est. Cost $840.24 Unrealized +29.7%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $912 Shares 1,038 Est. Cost $304.67 Unrealized +167.0%
ABT Abbott Laboratories 0.0%
Value ($000) $1,165 Shares 9,299 Est. Cost $81.37 Unrealized +56.4%
FAST Fastenal Co 0.0%
Value ($000) $350 Shares 8,726 Est. Cost $34.27 Unrealized +22.6%
SLV iShares Silver Trust 0.0%
Value ($000) $218 Shares 3,382 Est. Cost $2064.95 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $352 Shares 2,000 Est. Cost $261.39 Unrealized -37.5%
BX Blackstone Group LP 0.0%
Value ($000) $655 Shares 4,248 Est. Cost $41.83 Unrealized +262.1%
RPC P10 Inc. Class A 0.0%
Value ($000) $640 Shares 65,277 Est. Cost $11.89 Unrealized -14.7%
TSM Taiwan Semiconductr Adrf 0.0%
Value ($000) $777 Shares 2,557 Est. Cost $211.08 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $367 Shares 2,248 Est. Cost $65.18 Unrealized +129.8%
GLD Spdr Gold TRUST 0.0%
Value ($000) $596 Shares 1,504 Est. Cost $2669.40 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $1,138 Shares 16,278 Est. Cost $35.81 Unrealized +93.8%
SYY Sysco Corporation 0.0%
Value ($000) $485 Shares 6,584 Est. Cost $32.93 Unrealized +129.3%
AXP American Express Company 0.0%
Value ($000) $528 Shares 1,426 Est. Cost $108.16 Unrealized +230.0%
TDY Teledyne Technologies 0.0%
Value ($000) $362 Shares 708 Est. Cost $230.20 Unrealized +128.9%
CSX C S X Corp 0.1%
Value ($000) $2,583 Shares 71,254 Est. Cost $23.58 Unrealized +51.4%
IJJ Ishares S&P Midcap 0.2%
Value ($000) $4,240 Shares 37,748 Est. Cost $106.03 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $1,107 Shares 3,199 Est. Cost $153.53 Unrealized +132.5%
NSC Norfolk Southern Corp 0.0%
Value ($000) $1,266 Shares 4,384 Est. Cost $156.10 Unrealized +84.9%
SO The Southern Company 0.0%
Value ($000) $543 Shares 6,229 Est. Cost $51.40 Unrealized +76.8%
KMX Carmax Inc 0.0%
Value ($000) $268 Shares 6,946 Est. Cost $74.05 Unrealized -46.0%
COF Capital One Financial Cp 0.0%
Value ($000) $373 Shares 1,541 Est. Cost $99.62 Unrealized +123.0%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $295 Shares 1,750 Est. Cost $96.57 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $183 Shares 1,817 Est. Cost $109.34 Unrealized -0.9%
PH Parker-Hannifin Corp 0.0%
Value ($000) $309 Shares 352 Est. Cost $252.04 Unrealized +224.5%
PAYX Paychex Inc 0.0%
Value ($000) $307 Shares 2,733 Est. Cost $100.38 Unrealized +16.1%
IRM Iron Mountain Inc New 0.0%
Value ($000) $184 Shares 2,222 Est. Cost $92.25 Unrealized +0.6%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $677 Shares 2,751 Est. Cost $135.04 Unrealized +83.3%
DHR Danaher Corp Del 0.0%
Value ($000) $313 Shares 1,365 Est. Cost $168.71 Unrealized +30.1%
STX Seagate Technology 0.0%
Value ($000) $289 Shares 1,050 Est. Cost $77.82 Unrealized +232.7%
EHC Encompass Health Corp 0.0%
Value ($000) $204 Shares 1,918 Est. Cost $55.24 Unrealized +109.4%
HON Honeywell International 0.0%
Value ($000) $490 Shares 2,512 Est. Cost $136.66 Unrealized +42.7%
APD Air Prod & Chemicals Inc 0.0%
Value ($000) $360 Shares 1,457 Est. Cost $117.57 Unrealized +114.0%
DEO Diageo Plc New Adr 0.0%
Value ($000) $352 Shares 4,086 Est. Cost $14152.85 Unrealized
GE General Electric Company 0.0%
Value ($000) $1,131 Shares 3,671 Est. Cost $57.65 Unrealized +421.8%
D Dominion Res Inc Va New 0.0%
Value ($000) $852 Shares 14,548 Est. Cost $59.11 Unrealized +1.1%
PALL ETFS Physical Palladium 0.0%
Value ($000) $164 Shares 1,125 Est. Cost $101.33 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $420 Shares 10,306 Est. Cost $35.27 Unrealized +14.8%
ESGE iShares ESG Aware MSCI EM ETF 0.1%
Value ($000) $1,770 Shares 40,083 Est. Cost $409.43 Unrealized
T A T & T Inc New 0.0%
Value ($000) $238 Shares 9,586 Est. Cost $21.00 Unrealized +20.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $1,180 Shares 6,898 Est. Cost $86.26 Unrealized +98.0%
BR Broadridge Finl Solution 0.0%
Value ($000) $475 Shares 2,130 Est. Cost $31.74 Unrealized +616.0%
VEA Vanguard FTSE International 0.0%
Value ($000) $652 Shares 10,436 Est. Cost $47.63 Unrealized
NTAP NetApp Inc 0.0%
Value ($000) $292 Shares 2,730 Est. Cost $44.94 Unrealized +152.8%
IWP Ishares Russell Midcap Growth 0.0%
Value ($000) $774 Shares 5,652 Est. Cost $99.52 Unrealized
BAM Brookfield Asset Management 0.0%
Value ($000) $348 Shares 6,648 Est. Cost $27.10 Unrealized +97.3%
JBHT J B Hunt Transport Svcs 0.0%
Value ($000) $97 Shares 500 Est. Cost $163.38 Unrealized +5.0%
INTC Intel Corp 0.0%
Value ($000) $321 Shares 8,698 Est. Cost $39.10 Unrealized -3.4%
IWB Ishares Tr Russell 0.1%
Value ($000) $1,325 Shares 3,548 Est. Cost $12681.60 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $405 Shares 2,334 Est. Cost $140.57 Unrealized +21.5%
IWM Ishares Russell 2000 0.0%
Value ($000) $1,084 Shares 4,405 Est. Cost $9739.84 Unrealized
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $137 Shares 3,000 Est. Cost $12.94 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $177 Shares 980 Est. Cost $85.58 Unrealized +94.7%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $2,689 Shares 14,038 Est. Cost $23779.07 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $425 Shares 518 Est. Cost $301.86 Unrealized +170.2%
EPR EPR Properties 0.0%
Value ($000) $150 Shares 3,000 Est. Cost $33130.00 Unrealized
CB Chubb Corporation 0.0%
Value ($000) $245 Shares 786 Est. Cost $223.21 Unrealized +31.0%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $982 Shares 1,598 Est. Cost $9778.76 Unrealized
LCID LUCID GROUP ORD 0.0%
Value ($000) $17 Shares 1,650 Est. Cost $22.60 Unrealized -29.3%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $1,478 Shares 6,468 Est. Cost $97.06 Unrealized +134.4%
GLW Corning Inc 0.0%
Value ($000) $333 Shares 3,808 Est. Cost $29.67 Unrealized +189.8%
NOC Northrop Grumman Corp 0.0%
Value ($000) $302 Shares 530 Est. Cost $360.32 Unrealized +60.6%
NUMV Nuveen ESG Mid-Cap Value ETF 0.0%
Value ($000) $1,013 Shares 25,919 Est. Cost $305.56 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $857 Shares 4,487 Est. Cost $153.74 Unrealized
PLD Prologis 0.0%
Value ($000) $191 Shares 1,500 Est. Cost $106.24 Unrealized +16.6%
IJS Ishares S&P Smcap Value 0.0%
Value ($000) $713 Shares 6,270 Est. Cost $101.18 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $322 Shares 4,057 Est. Cost $51.78 Unrealized +60.2%
WRB Berkley W R Corp 0.0%
Value ($000) $201 Shares 2,863 Est. Cost $35.22 Unrealized +106.5%
AVY Avery Dennison Corp 0.0%
Value ($000) $166 Shares 911 Est. Cost $102.10 Unrealized +68.8%
UBSI United Bankshares Inc 0.0%
Value ($000) $508 Shares 13,237 Est. Cost $35.58 Unrealized +4.7%
PTC PTC Inc 0.0%
Value ($000) $107 Shares 614 Est. Cost $119.89 Unrealized +55.0%
KLAC K L A Tencor Corp 0.0%
Value ($000) $152 Shares 125 Est. Cost $323.74 Unrealized +262.0%
KNSL Kinsale Cap Group Inc Com 0.0%
Value ($000) $190 Shares 485 Est. Cost $128.25 Unrealized +217.9%
DD Dupont De Nemours Inc 0.0%
Value ($000) $17 Shares 424 Est. Cost $27.24 Unrealized +37.3%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $652 Shares 3,600 Est. Cost $13406.76 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $118.01 Unrealized +9.0%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $176 Shares 2,063 Est. Cost $92.66 Unrealized -11.4%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $926 Shares 16,909 Est. Cost $2789.39 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $150 Shares 1,606 Est. Cost $41.79 Unrealized +107.3%
STN Stantec Inc 0.0%
Value ($000) $105 Shares 1,115 Est. Cost $43.95 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $215 Shares 1,556 Est. Cost $23367.04 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $181 Shares 1,602 Est. Cost $75.73 Unrealized +40.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $147 Shares 512 Est. Cost $172419.16 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $480 Shares 2,346 Est. Cost $21242.92 Unrealized
HEFA iShares Currency Hedged MSCI EAFE 0.0%
Value ($000) $335 Shares 8,103 Est. Cost $33.94 Unrealized
IWR Ishares Russell Midcap 0.1%
Value ($000) $2,140 Shares 22,225 Est. Cost $65.15 Unrealized
RY Royal Bk Of Canada Isin #ca7800871021 0.0%
Value ($000) $102 Shares 600 Est. Cost $88.10 Unrealized +74.3%
CI Cigna Corp 0.0%
Value ($000) $279 Shares 1,013 Est. Cost $188.88 Unrealized +47.8%
ENB Enbridge Inc 0.0%
Value ($000) $240 Shares 5,011 Est. Cost $20.69 Unrealized +127.7%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $178 Shares 7,321 Est. Cost $47.45 Unrealized -48.1%
APO Apollo Global Management LLC Class A 0.0%
Value ($000) $159 Shares 1,100 Est. Cost $70.77 Unrealized +87.3%
AZO Autozone Inc 0.0%
Value ($000) $47 Shares 14 Est. Cost $2417.74 Unrealized +56.3%
FETH Fidelity Ethereum Fund ETF 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $41.55 Unrealized
CVLC CALVERT US LRG CAP RESPO INDX ETF 0.0%
Value ($000) $411 Shares 4,876 Est. Cost $71.06 Unrealized
UDR Utd Dominion Rlty Tr Inc 0.0%
Value ($000) $730 Shares 19,913 Est. Cost $30.95 Unrealized +14.8%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $217 Shares 3,600 Est. Cost $39.62 Unrealized +48.8%
QBTS D WAVE QUANTUM ORD 0.0%
Value ($000) $209 Shares 7,985 Est. Cost $2.99 Unrealized +873.3%
MMM 3m Company 0.0%
Value ($000) $370 Shares 2,314 Est. Cost $109.12 Unrealized +49.5%
GIL Gildan Activewear Inc 0.0%
Value ($000) $144 Shares 2,311 Est. Cost $25.04 Unrealized +137.4%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $131 Shares 488 Est. Cost $237.13 Unrealized +7.1%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $288 Shares 600 Est. Cost $266713.94 Unrealized
LHX L3Harris Technologies Ord 0.0%
Value ($000) $250 Shares 852 Est. Cost $196.81 Unrealized +46.6%
DGX Quest Diagnostic Inc 0.0%
Value ($000) $102 Shares 590 Est. Cost $127.27 Unrealized +43.1%
ADI Analog Devices Inc 0.0%
Value ($000) $104 Shares 383 Est. Cost $168.63 Unrealized +48.6%
IR Ingersoll-Rand plc 0.0%
Value ($000) $216 Shares 2,723 Est. Cost $33.61 Unrealized +134.8%
EMR Emerson Electric Co 0.0%
Value ($000) $791 Shares 5,957 Est. Cost $59.77 Unrealized +121.5%
CBRE CBRE Group Inc 0.0%
Value ($000) $424 Shares 2,637 Est. Cost $58.25 Unrealized +169.9%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $49 Shares 900 Est. Cost $50.98 Unrealized -6.8%
ALL Allstate Corporation 0.0%
Value ($000) $250 Shares 1,200 Est. Cost $100.15 Unrealized +103.8%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $106 Shares 1,075 Est. Cost $20994.93 Unrealized
ATR Aptargroup Inc 0.0%
Value ($000) $77 Shares 630 Est. Cost $103.79 Unrealized +18.5%
F Ford Motor Company New 0.0%
Value ($000) $80 Shares 6,130 Est. Cost $10.76 Unrealized +19.3%
XEL Xcel Energy Inc 0.0%
Value ($000) $77 Shares 1,040 Est. Cost $60.99 Unrealized +28.4%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $260 Shares 3,449 Est. Cost $41311.11 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $393 Shares 805 Est. Cost $364.05 Unrealized
RIO Companhia Vale Do Adr 0.0%
Value ($000) $36 Shares 453 Est. Cost $18566.08 Unrealized
BIPC Brookfield Infrastructure Corp 0.0%
Value ($000) $67 Shares 1,483 Est. Cost $40.13 Unrealized +12.2%
INGR Ingredion Inc 0.0%
Value ($000) $58 Shares 522 Est. Cost $102.11 Unrealized +10.5%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $26 Shares 1,017 Est. Cost $40.07 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $22 Shares 28 Est. Cost $709.89 Unrealized -4.4%
KTB Kontoor Brands Inc COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $51.39 Unrealized +44.5%
DTE D T E Energy Company 0.0%
Value ($000) $58 Shares 450 Est. Cost $95.18 Unrealized +41.6%
SLB Schlumberger Ltd 0.0%
Value ($000) $53 Shares 1,392 Est. Cost $38.00 Unrealized -5.1%
LNKB LINKBANCORP ORD 0.0%
Value ($000) $41 Shares 4,938 Est. Cost $6.02 Unrealized +24.1%
DE Deere & Co 0.0%
Value ($000) $310 Shares 665 Est. Cost $237.53 Unrealized +96.9%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $115 Shares 532 Est. Cost $155.42 Unrealized +37.5%
NKE Nike Inc Class B 0.0%
Value ($000) $58 Shares 912 Est. Cost $101.33 Unrealized -35.9%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $346 Shares 1,949 Est. Cost $111581.53 Unrealized
ETSY Etsy Inc com 0.0%
Value ($000) $27 Shares 490 Est. Cost $66.05 Unrealized -7.6%
CRS Carpenter Technology Cp 0.0%
Value ($000) $24 Shares 75 Est. Cost $217.46 Unrealized +38.2%
IDXX Idexx Labs Inc 0.0%
Value ($000) $89 Shares 131 Est. Cost $426.91 Unrealized +59.5%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $105 Shares 1,065 Est. Cost $93.15 Unrealized +3.2%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $53 Shares 1,050 Est. Cost $101.15 Unrealized
LMND LEMONADE ORD 0.0%
Value ($000) $20 Shares 274 Est. Cost $35.38 Unrealized +89.9%
RPM Rpm International Inc 0.0%
Value ($000) $36 Shares 346 Est. Cost $64.41 Unrealized +68.1%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $37 Shares 700 Est. Cost $46.67 Unrealized +19.0%
O Realty Income Corp 0.0%
Value ($000) $61 Shares 1,083 Est. Cost $49.93 Unrealized +14.9%
CHTR Charter Communications Inc 0.0%
Value ($000) $15 Shares 72 Est. Cost $382.78 Unrealized -41.2%
NNN National Retail Properties Inc 0.0%
Value ($000) $63 Shares 1,600 Est. Cost $43.10 Unrealized
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $118 Shares 1,608 Est. Cost $57.73 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $200 Shares 6,133 Est. Cost $914.15 Unrealized
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $35 Shares 157 Est. Cost $172.18 Unrealized +30.8%
DLTR Dollar Tree Inc 0.0%
Value ($000) $18 Shares 150 Est. Cost $108.37 Unrealized -1.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $90 Shares 555 Est. Cost $61.34 Unrealized +175.2%
EUAD SELECT STOXX EUROPE ASPC DFN ETF 0.0%
Value ($000) $35 Shares 841 Est. Cost $33.53 Unrealized
HPQ Hewlett-Packard Company 0.0%
Value ($000) $18 Shares 800 Est. Cost $22.00 Unrealized +14.8%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $181 Shares 2,989 Est. Cost $41.83 Unrealized
ODFL Old Dominion Freight Lns 0.0%
Value ($000) $36 Shares 232 Est. Cost $172.83 Unrealized -17.2%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $142 Shares 2,494 Est. Cost $39.00 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $23.01 Unrealized +18.1%
GEN NortonLifeLock Inc 0.0%
Value ($000) $82 Shares 3,005 Est. Cost $12.38 Unrealized +116.9%
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $29.99 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $448 Shares 7,038 Est. Cost $54.07 Unrealized +13.5%
ES Eversource Energy 0.0%
Value ($000) $61 Shares 900 Est. Cost $55.57 Unrealized +25.2%
ET Energy Transfer Equity LP 0.0%
Value ($000) $84 Shares 5,100 Est. Cost $441.54 Unrealized
DFAX DFA TA World ex US Core Equity I 0.0%
Value ($000) $82 Shares 2,517 Est. Cost $25880.02 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value ($000) $40 Shares 490 Est. Cost $71.08 Unrealized +9.6%
GHI America First Multifamily Investors LP 0.0%
Value ($000) $7 Shares 972 Est. Cost $17.08 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $395 Shares 4,276 Est. Cost $78.74 Unrealized +20.1%
MELI Mercadolibre Inc 0.0%
Value ($000) $20 Shares 10 Est. Cost $587.65 Unrealized +257.4%
BRBS Blue Ridge Bankshares Inc 0.0%
Value ($000) $334 Shares 78,315 Est. Cost $11.99 Unrealized -64.6%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $35 Shares 500 Est. Cost $75.10 Unrealized -9.5%
UGI U G I Corporation New 0.0%
Value ($000) $27 Shares 720 Est. Cost $53.89 Unrealized -34.3%
AON Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $283 Shares 803 Est. Cost $269.40 Unrealized +29.6%
Pimco Corporate Opportunity Fund 0.0%
Value ($000) $25 Shares 1,920 Est. Cost $13.94 Unrealized
CVS C V S Corp Del 0.0%
Value ($000) $56 Shares 700 Est. Cost $60.98 Unrealized +29.0%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $12 Shares 412 Est. Cost $18.51 Unrealized +33.1%
CHCO City Holding Co 0.0%
Value ($000) $69 Shares 581 Est. Cost $63.61 Unrealized +89.7%
FWONK Liberty Media Group 0.0%
Value ($000) $43 Shares 436 Est. Cost $62.30 Unrealized
VLTO VERALTO ORD WI 0.0%
Value ($000) $35 Shares 350 Est. Cost $74.52 Unrealized +35.6%
FOUR Shift4 Payments Inc 0.0%
Value ($000) $11 Shares 167 Est. Cost $99.28 Unrealized -28.8%
SOLV Solventum Corp Com Shs 0.0%
Value ($000) $31 Shares 386 Est. Cost $60.70 Unrealized +26.2%
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $7 Shares 255 Est. Cost $11.51 Unrealized +103.0%
EVRG Evergy Inc 0.0%
Value ($000) $48 Shares 658 Est. Cost $45.62 Unrealized +65.4%
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $17 Shares 400 Est. Cost $81.83 Unrealized -45.7%
CP Canadian Pac Railway 0.0%
Value ($000) $193 Shares 2,625 Est. Cost $75.65 Unrealized -2.7%
LRCX Lam Research Corporation 0.0%
Value ($000) $10 Shares 60 Est. Cost $76.05 Unrealized +104.3%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $66 Shares 700 Est. Cost $87.90 Unrealized
AES A E S Corp 0.0%
Value ($000) $27 Shares 1,875 Est. Cost $11.12 Unrealized +26.2%
STWD Starwood Property Trust Inc. 0.0%
Value ($000) $29 Shares 1,610 Est. Cost $20.53 Unrealized
DVY Ishares Dj Select Div Fd 0.0%
Value ($000) $319 Shares 2,260 Est. Cost $84017.59 Unrealized
WTW Willis Towers Watson 0.0%
Value ($000) $42 Shares 127 Est. Cost $169.26 Unrealized +92.9%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $39 Shares 138 Est. Cost $50475.88 Unrealized
CDP COPT Defense Properties 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $23720.00 Unrealized
CINF Cincinnati Financial Cp 0.0%
Value ($000) $61 Shares 372 Est. Cost $96.11 Unrealized +67.7%
SBUX Starbucks Corp 0.0%
Value ($000) $438 Shares 5,197 Est. Cost $75.62 Unrealized +11.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $52 Shares 267 Est. Cost $236.21 Unrealized -19.8%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $2,264 Shares 3 Est. Cost $729330.75 Unrealized +2.3%
BIP Brookfield Infra Ptnrs 0.0%
Value ($000) $33 Shares 950 Est. Cost $32.66 Unrealized
TMUS T-Mobile Us Inc 0.0%
Value ($000) $10 Shares 48 Est. Cost $235.62 Unrealized -10.3%
HOLX Hologic Inc 0.0%
Value ($000) $18 Shares 247 Est. Cost $71.91 Unrealized +1.6%
AKAM Akamai Technologies 0.0%
Value ($000) $13 Shares 148 Est. Cost $87.06 Unrealized -5.5%
AN Autonation Inc 0.0%
Value ($000) $28 Shares 138 Est. Cost $62.88 Unrealized +230.9%
SPRY ARS Pharmaceuticals Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.03 Unrealized -19.2%
JCI Johnson Controls Inc 0.0%
Value ($000) $19 Shares 160 Est. Cost $79.25 Unrealized +44.9%
EOG E O G Resources Inc 0.0%
Value ($000) $23 Shares 218 Est. Cost $122.88 Unrealized -12.7%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $9 Shares 99 Est. Cost $69.88 Unrealized
GNW Genworth Financial Inc 0.0%
Value ($000) $104 Shares 11,480 Est. Cost $6.26 Unrealized +39.1%
CTRE CareTrust REIT Inc 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $28.06 Unrealized
VFC V F Corporation 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.16 Unrealized -5.5%
ATLANT UN BK 400 DS RP 1 SRS A PRF 0.0%
Value ($000) $46 Shares 1,910 Est. Cost $21.02 Unrealized
NJR New Jersey Resources Corporation 0.0%
Value ($000) $32 Shares 700 Est. Cost $39.12 Unrealized +17.1%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $9 Shares 31 Est. Cost $170.13 Unrealized +65.5%
VB Vanguard Small Cap 0.0%
Value ($000) $96 Shares 373 Est. Cost $175767.45 Unrealized
CMS C M S Energy Corp 0.0%
Value ($000) $28 Shares 400 Est. Cost $52.28 Unrealized +38.7%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $63 Shares 1,125 Est. Cost $25.32 Unrealized +115.3%
CSGP Costar Group Inc 0.0%
Value ($000) $5 Shares 76 Est. Cost $78.43 Unrealized -9.7%
WPC W P Carey Inc 0.0%
Value ($000) $26 Shares 402 Est. Cost $66021.22 Unrealized
ARM Arvinmeritor Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $134.28 Unrealized
SHBI Shore Bancshares Inc 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $13.42 Unrealized +25.0%
DIS Disney Walt Co 0.0%
Value ($000) $196 Shares 1,722 Est. Cost $117.85 Unrealized -7.1%
TTC Toro Company 0.0%
Value ($000) $39 Shares 490 Est. Cost $81.15 Unrealized -8.9%
BAX Baxter International Inc 0.0%
Value ($000) $6 Shares 320 Est. Cost $66.08 Unrealized -69.7%
RSG Republic Services Inc 0.0%
Value ($000) $14 Shares 65 Est. Cost $204.32 Unrealized +5.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $26 Shares 300 Est. Cost $72.05 Unrealized +16.8%
USB U S Bancorp Del New 0.0%
Value ($000) $12 Shares 225 Est. Cost $38.10 Unrealized +27.9%
CC The Chemours Company 0.0%
Value ($000) $3 Shares 272 Est. Cost $26.33 Unrealized -51.4%
TPR Tapestry Inc 0.0%
Value ($000) $9 Shares 74 Est. Cost $42.51 Unrealized +168.2%
EXR Extra Space Storage Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $115.65 Unrealized +16.7%
TTAM Titan America SA 0.0%
Value ($000) $11 Shares 692 Est. Cost $14.75 Unrealized +6.1%
SHOP Shopify Inc 0.0%
Value ($000) $14 Shares 85 Est. Cost $63.86 Unrealized +151.4%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $90.00 Unrealized +8.6%
DTM DT MIDSTREAM ORD WI 0.0%
Value ($000) $18 Shares 150 Est. Cost $35.96 Unrealized +217.8%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $46 Shares 502 Est. Cost $61647.63 Unrealized
CUBE CubeSmart 0.0%
Value ($000) $7 Shares 200 Est. Cost $48.49 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $39 Shares 484 Est. Cost $78.34 Unrealized
DAL Delta Air Lines Inc New 0.0%
Value ($000) $5 Shares 70 Est. Cost $38.10 Unrealized +63.9%
STAG Stag Industrial Inc 0.0%
Value ($000) $22 Shares 600 Est. Cost $34.84 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $27 Shares 80 Est. Cost $265.07 Unrealized +24.6%
OBDC OWL ROCK CAPITAL ORD 0.0%
Value ($000) $30 Shares 2,400 Est. Cost $9.53 Unrealized +29.6%
BNL BROADSTONE NET LEASE ORD 0.0%
Value ($000) $27 Shares 1,579 Est. Cost $15.98 Unrealized
HUM Humana Inc 0.0%
Value ($000) $50 Shares 195 Est. Cost $388.40 Unrealized -32.7%
IJT Ishares S&P Small-Cap 0.0%
Value ($000) $323 Shares 2,288 Est. Cost $26932.17 Unrealized
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $6 Shares 477 Est. Cost $9.37 Unrealized
VTRS Mylan Nv 0.0%
Value ($000) $4 Shares 301 Est. Cost $12.69 Unrealized -15.5%
CNQ Canadian Natural Res 0.0%
Value ($000) $14 Shares 400 Est. Cost $32.47 Unrealized -0.1%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $249.80 Unrealized -81.6%
BP Bp Plc Adr 0.0%
Value ($000) $88 Shares 2,548 Est. Cost $19937.26 Unrealized
SPGI S&p Global Inc 0.0%
Value ($000) $9 Shares 18 Est. Cost $489.86 Unrealized +0.9%
CL Colgate-Palmolive Co 0.0%
Value ($000) $55 Shares 700 Est. Cost $78.12 Unrealized +0.2%
MRP MILLROSE PROPERTIES INCWHEN ISSUED 0.0%
Value ($000) $5 Shares 166 Est. Cost $26.51 Unrealized
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $3 Shares 47 Est. Cost $36.83 Unrealized
NIO NIO INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1 Shares 243 Est. Cost $20151.31 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $23 Shares 165 Est. Cost $100.51 Unrealized
BE Bloom Energy Corp Class A 0.0%
Value ($000) $22 Shares 257 Est. Cost $23.87 Unrealized +340.1%
EA Electronic Arts Inc 0.0%
Value ($000) $46 Shares 225 Est. Cost $125.66 Unrealized +60.5%
LIN Linde plc 0.0%
Value ($000) $5 Shares 12 Est. Cost $447.95 Unrealized -4.6%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $39 Shares 183 Est. Cost $192.01 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $115.35 Unrealized -43.8%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $12 Shares 146 Est. Cost $87.83 Unrealized -2.9%
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $23 Shares 180 Est. Cost $91.05 Unrealized
IVT InvenTrust Properties Corp. 0.0%
Value ($000) $35 Shares 1,250 Est. Cost $27.40 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $12 Shares 58 Est. Cost $93.25 Unrealized +113.4%
EXC Exelon Corporation 0.0%
Value ($000) $15 Shares 355 Est. Cost $36.64 Unrealized +24.1%
OWL BLUE OWL CAPITAL CL A ORD 0.0%
Value ($000) $4 Shares 253 Est. Cost $22.89 Unrealized -31.7%
SAN Banco Santander SA 0.0%
Value ($000) $5 Shares 400 Est. Cost $3.37 Unrealized
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $5 Shares 103 Est. Cost $36.60 Unrealized +25.1%
OKE Oneok Inc New 0.0%
Value ($000) $69 Shares 934 Est. Cost $58.06 Unrealized +21.4%
THG Hanover Insurance Group 0.0%
Value ($000) $79 Shares 430 Est. Cost $125.82 Unrealized +42.3%
SPYG SPDR S&P 500 Growth 0.0%
Value ($000) $24 Shares 223 Est. Cost $104.51 Unrealized
HEI/A Heico Corp 0.0%
Value ($000) $73 Shares 291 Est. Cost $121.50 Unrealized +103.3%
PHM Pulte Homes Inc 0.0%
Value ($000) $4 Shares 32 Est. Cost $126.26 Unrealized -3.0%
ORI Old Republic Intl Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $18.08 Unrealized +125.9%
MET Metlife Inc 0.0%
Value ($000) $11 Shares 138 Est. Cost $66.02 Unrealized +19.6%
VABK Virginia National Bankshares Corp 0.0%
Value ($000) $18 Shares 442 Est. Cost $34.25 Unrealized +16.8%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $42 Shares 717 Est. Cost $54.84 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $10 Shares 354 Est. Cost $1693.34 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $5 Shares 54 Est. Cost $53.26 Unrealized +68.9%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $59 Shares 1,769 Est. Cost $27539.93 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $10 Shares 52 Est. Cost $147.88 Unrealized +26.1%
SNPS Synopsys Inc 0.0%
Value ($000) $8 Shares 16 Est. Cost $537.48 Unrealized -17.4%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $18 Shares 146 Est. Cost $109.64 Unrealized
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $7 Shares 32 Est. Cost $151.55 Unrealized +27.6%
FAMDF Futura Med PLC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.24 Unrealized -89.7%
XYZ Block Inc 0.0%
Value ($000) $3 Shares 49 Est. Cost $132.52 Unrealized -47.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $122.33 Unrealized -22.7%
VSGX Vanguard World Fd Esg International Stock Etf 0.0%
Value ($000) $11 Shares 150 Est. Cost $65.50 Unrealized
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $13 Shares 62 Est. Cost $116.64 Unrealized
FELG FIDELITY ENHANCED LARGE CAP ETF 0.0%
Value ($000) $23 Shares 552 Est. Cost $31.50 Unrealized
ARI Apollo Commercial Real Estate Finance Inc 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.74 Unrealized
DVN Devon Energy Cp New 0.0%
Value ($000) $7 Shares 200 Est. Cost $50.09 Unrealized -30.7%
SNOW Snowflake Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $169.70 Unrealized +43.8%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $5 Shares 140 Est. Cost $60.89 Unrealized -40.6%
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $10 Shares 119 Est. Cost $72.92 Unrealized +11.2%
BKR Baker Hughes a GE Co 0.0%
Value ($000) $4 Shares 94 Est. Cost $35.06 Unrealized +35.0%
FANG Diamondback Energy Inc Com Usd0.01 0.0%
Value ($000) $6 Shares 41 Est. Cost $182.56 Unrealized -19.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $67 Shares 1,337 Est. Cost $50.07 Unrealized
AVA Avista Corp 0.0%
Value ($000) $15 Shares 400 Est. Cost $30.40 Unrealized +27.5%
COMP COMPASS CL A ORD 0.0%
Value ($000) $1 Shares 115 Est. Cost $7.92 Unrealized +15.2%
SONY SONY GROUP CORP ADR 0.0%
Value ($000) $2 Shares 90 Est. Cost $33.50 Unrealized
WAB Wabtec 0.0%
Value ($000) $5 Shares 22 Est. Cost $151.53 Unrealized +35.5%
IWY iShares Russell Top 200 Growth ETF 0.0%
Value ($000) $23 Shares 83 Est. Cost $235.27 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $3 Shares 16 Est. Cost $142.87 Unrealized +17.6%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $18 Shares 60 Est. Cost $276.93 Unrealized
AME Ametek Inc New 0.0%
Value ($000) $3 Shares 14 Est. Cost $168.06 Unrealized +15.7%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $125 Shares 254 Est. Cost $267.73 Unrealized +77.0%
PGF Invesco Financial Preferred ETF 0.0%
Value ($000) $7 Shares 484 Est. Cost $17.37 Unrealized
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $10 Shares 400 Est. Cost $13.75 Unrealized +70.4%
AUB Atlantic Un Bankshares Corp 0.0%
Value ($000) $744 Shares 21,089 Est. Cost $27.49 Unrealized +23.2%
CRON Cronos Group Inc 0.0%
Value ($000) $4 Shares 1,380 Est. Cost $7.65 Unrealized -66.2%
TG Tredegar Corporation 0.0%
Value ($000) $2 Shares 240 Est. Cost $10.34 Unrealized -26.7%
ADM Archer-Daniels-Midlnd Co 0.0%
Value ($000) $5 Shares 90 Est. Cost $76.49 Unrealized -22.2%
SKT Tanger Fctry Outlet Ctrs 0.0%
Value ($000) $14 Shares 406 Est. Cost $34.13 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $466.83 Unrealized -7.7%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $39490.00 Unrealized
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $17 Shares 180 Est. Cost $90.77 Unrealized
GWW Grainger W W Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $956.89 Unrealized +1.3%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $15 Shares 174 Est. Cost $84.97 Unrealized +5.0%
KD KYNDRYL HOLDINGS ORD WI 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.59 Unrealized +25.6%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $12 Shares 2,350 Est. Cost $4.91 Unrealized
FIS Fidelity Natl Info Svcs 0.0%
Value ($000) $21 Shares 312 Est. Cost $53.76 Unrealized +22.1%
FLR Fluor Corporation New 0.0%
Value ($000) $3 Shares 66 Est. Cost $52.72 Unrealized -16.1%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.95 Unrealized +18.7%
COR Amerisourcebergen Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $230.34 Unrealized +47.9%
DOW Dow Chemical Company 0.0%
Value ($000) $7 Shares 319 Est. Cost $38.83 Unrealized -41.3%
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $1 Shares 123 Est. Cost $10.37 Unrealized
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $4 Shares 116 Est. Cost $29.07 Unrealized +15.8%
LTC LTC Properties Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TXNM TXNM Energy Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.17 Unrealized +25.0%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $6 Shares 199 Est. Cost $46.22 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $30 Shares 387 Est. Cost $36.48 Unrealized +109.6%
CCL Carnival Corp New 0.0%
Value ($000) $2 Shares 66 Est. Cost $23.40 Unrealized +19.1%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $23 Shares 830 Est. Cost $503.99 Unrealized
FSTA Fidelity MSCI Consumer Staples ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $51.05 Unrealized
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $9 Shares 103 Est. Cost $45.90 Unrealized +90.6%
MBC MasterBrand Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $8.19 Unrealized +42.9%
SFGYY SONY FINANCIAL GROUP INC. ADR CMN 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
CURLF Curaleaf Holdings Inc 0.0%
Value ($000) $1 Shares 356 Est. Cost $15.44 Unrealized -81.8%
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $3 Shares 21 Est. Cost $108.21 Unrealized +21.6%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.12 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $17 Shares 113 Est. Cost $133.16 Unrealized +10.9%
WES WESTERN GAS PARTNERS LP 0.0%
Value ($000) $15 Shares 375 Est. Cost $38.26 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $7 Shares 12 Est. Cost $541.59 Unrealized +3.4%
PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF 0.0%
Value ($000) $7 Shares 160 Est. Cost $37.49 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $458.71 Unrealized +6.2%
CAVA CAVA GROUP ORD 0.0%
Value ($000) $2 Shares 40 Est. Cost $43.64 Unrealized +27.8%
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.73 Unrealized
BKCH Global X Blockchain ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $13.00 Unrealized
NRG Nrg Energy Inc New 0.0%
Value ($000) $4 Shares 24 Est. Cost $80.24 Unrealized +106.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $80.45 Unrealized +21.9%
TDG Transdigm Group Inc 0.0%
Value ($000) $7 Shares 5 Est. Cost $1165.23 Unrealized +12.5%
ARR ARMOUR Residential REIT Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.25 Unrealized
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $15 Shares 336 Est. Cost $43.64 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $6 Shares 91 Est. Cost $45.61 Unrealized +41.5%
FMAT Fidelity MSCI Materials ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.54 Unrealized +660.8%
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $20 Shares 198 Est. Cost $95.47 Unrealized
QXO QXO Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.71 Unrealized -7.4%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.55 Unrealized -14.0%
JQUA JPMorgan US Quality Factor ETF 0.0%
Value ($000) $10 Shares 153 Est. Cost $62.91 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $27.77 Unrealized
RYDAF Shell PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.34 Unrealized +10.0%
WCEO Hypatia Women CEO ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.26 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $17 Shares 721 Est. Cost $10836.48 Unrealized
ELME Washington REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.41 Unrealized
Wells Fargo & Co Pfd 0.0%
Value ($000) $0 Shares 19 Est. Cost $1.41 Unrealized
MLM Martin Marietta Matrls 0.0%
Value ($000) $2 Shares 4 Est. Cost $541.66 Unrealized +14.7%
APA Apache Corp 0.0%
Value ($000) $3 Shares 135 Est. Cost $25.61 Unrealized -5.8%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 23 Est. Cost $139.21 Unrealized -99.0%
CGBD Carlyle Secured Lending Inc 0.0%
Value ($000) $26 Shares 2,100 Est. Cost $10.08 Unrealized +19.7%
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.33 Unrealized +37.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.67 Unrealized
AMBP Ardagh Metal Packaging SA 0.0%
Value ($000) $1 Shares 160 Est. Cost $4.20 Unrealized -9.8%
DBOEY Deutsche Boerse AG 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.36 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
PSEC Prospect Cap Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.94 Unrealized -48.5%
CGC Canopy Growth Corp 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.96 Unrealized -78.4%
HBAN Huntington Bancshs Inc 0.0%
Value ($000) $3 Shares 194 Est. Cost $11.46 Unrealized +42.1%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $153.24 Unrealized -13.2%
BEPC Brookfield Renewable Corp Ordinary Shares - Class 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.14 Unrealized +37.2%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.51 Unrealized -42.0%
AAL American Airls Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.06 Unrealized -10.4%
ADYEY Adyen Unspon 50 ADR Rep 1 Ord 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.40 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.86 Unrealized +15.8%
JBLU Jetblue Airways Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.96 Unrealized -76.0%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $0 Shares 8 Est. Cost $7.63 Unrealized -41.7%
PGN1EUR Paragon Offshore PLC 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
MMNFQ MedMen Enterprises Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.23 Unrealized -100.0%
VRTHF Indigenous Bloom Hemp Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.01 Unrealized -83.2%
Nova BioGenetics Inc. 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
Playstar Corp New Shs (NV) 0.0%
Value ($000) $0 Shares 750 Est. Cost Unrealized
ZCO Liquidating Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Comwlth Bankshares 0.0%
Value ($000) $0 Shares 1,100 Est. Cost Unrealized
BIGGQ Big Lots Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.09 Unrealized -99.5%
Validian Corp 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A 0.0%
Value ($000) $0 Shares 3,631 Est. Cost $0.18 Unrealized
Advanced Explorations Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
Luxeyard Inc (NV) 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
SHIFT TECHNOLOGIES CL A ORD 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.14 Unrealized
SESI SES Solar Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.00 Unrealized 0.0%