Brookstone Capital Management Diversified Active

CIK: 0001599584 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 15, 2026

Total Value ($000): $8,741,581 (100.0% shares, 0.0% debt)

Holdings (1,163)

New Positions (116)

IBTJ ISHARES TR 0.4%
Value ($000) $37,931 Shares 1,728,453 Est. Cost $21.95 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $31,634 Shares 1,869,646 Est. Cost $16.92 Unrealized
IBTI ISHARES TR 0.4%
Value ($000) $30,630 Shares 1,369,553 Est. Cost $22.37 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.2%
Value ($000) $15,098 Shares 200,156 Est. Cost $75.43 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $12,030 Shares 298,893 Est. Cost $40.25 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $9,151 Shares 143,362 Est. Cost $60.99 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $8,307 Shares 15,895 Est. Cost $494.21 Unrealized 0.0%
BPRE BLUEROCK PVT REAL ESTATE FD 0.1%
Value ($000) $7,975 Shares 531,637 Est. Cost $15.00 Unrealized
XCCC BONDBLOXX ETF TRUST 0.1%
Value ($000) $5,119 Shares 134,629 Est. Cost $38.02 Unrealized
REMX VANECK ETF TRUST 0.0%
Value ($000) $2,338 Shares 31,630 Est. Cost $73.92 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $2,108 Shares 69,225 Est. Cost $30.45 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $2,030 Shares 75,083 Est. Cost $27.03 Unrealized
DDFD INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,695 Shares 88,523 Est. Cost $19.15 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $1,687 Shares 26,026 Est. Cost $64.81 Unrealized
XTN SPDR SERIES TRUST 0.0%
Value ($000) $1,678 Shares 18,368 Est. Cost $91.37 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,359 Shares 17,720 Est. Cost $71.65 Unrealized 0.0%
QBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,327 Shares 45,279 Est. Cost $29.31 Unrealized
SGDJ SPROTT ETF TRUST 0.0%
Value ($000) $1,319 Shares 15,684 Est. Cost $84.13 Unrealized
VOLT TEMA ETF TRUST 0.0%
Value ($000) $1,228 Shares 42,443 Est. Cost $28.93 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1,193 Shares 8,985 Est. Cost $111.51 Unrealized 0.0%
TOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,158 Shares 43,657 Est. Cost $26.53 Unrealized
SCIO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,086 Shares 52,199 Est. Cost $20.80 Unrealized
XBOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $971 Shares 28,951 Est. Cost $33.55 Unrealized
IBMS ISHARES TR 0.0%
Value ($000) $822 Shares 31,560 Est. Cost $26.06 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $794 Shares 8,843 Est. Cost $89.76 Unrealized
ACEI INNOVATOR ETFS TRUST 0.0%
Value ($000) $754 Shares 30,621 Est. Cost $24.64 Unrealized
LQTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $748 Shares 37,192 Est. Cost $20.12 Unrealized
IBDV ISHARES TR 0.0%
Value ($000) $729 Shares 33,024 Est. Cost $22.07 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $706 Shares 16,203 Est. Cost $37.42 Unrealized 0.0%
GOLD GOLD COM INC 0.0%
Value ($000) $688 Shares 20,206 Est. Cost $28.56 Unrealized 0.0%
DDFN INNOVATOR ETFS TRUST 0.0%
Value ($000) $686 Shares 35,802 Est. Cost $19.17 Unrealized
RBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $685 Shares 23,568 Est. Cost $29.05 Unrealized
LTTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $678 Shares 35,228 Est. Cost $19.25 Unrealized
BITI PROSHARES TR 0.0%
Value ($000) $673 Shares 29,055 Est. Cost $23.17 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $665 Shares 29,373 Est. Cost $21.76 Unrealized 0.0%
BSJU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $661 Shares 25,328 Est. Cost $26.10 Unrealized
APOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $660 Shares 25,206 Est. Cost $26.20 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $653 Shares 9,961 Est. Cost $65.51 Unrealized
SETH PROSHARES TR 0.0%
Value ($000) $628 Shares 14,964 Est. Cost $41.95 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $593 Shares 28,481 Est. Cost $20.82 Unrealized
DDTO INNOVATOR ETFS TRUST 0.0%
Value ($000) $557 Shares 25,714 Est. Cost $21.65 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $525 Shares 3,652 Est. Cost $132.45 Unrealized 0.0%
SIL GLOBAL X FDS 0.0%
Value ($000) $468 Shares 5,609 Est. Cost $83.51 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $431 Shares 214 Est. Cost $2100.46 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $416 Shares 8,127 Est. Cost $51.13 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $390 Shares 4,876 Est. Cost $80.04 Unrealized
DDTN INNOVATOR ETFS TRUST 0.0%
Value ($000) $389 Shares 20,275 Est. Cost $19.17 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $385 Shares 43,000 Est. Cost $340.99 Unrealized
HRTS TEMA ETF TRUST 0.0%
Value ($000) $364 Shares 10,325 Est. Cost $35.29 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $361 Shares 20,236 Est. Cost $16.15 Unrealized 0.0%
UPRO PROSHARES TR 0.0%
Value ($000) $356 Shares 3,072 Est. Cost $115.76 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $338 Shares 5,163 Est. Cost $65.40 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $321 Shares 241 Est. Cost $1310.75 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $316 Shares 3,080 Est. Cost $102.54 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $303 Shares 1,892 Est. Cost $153.12 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $303 Shares 16,853 Est. Cost $17.96 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $297 Shares 12,966 Est. Cost $22.91 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $293 Shares 4,081 Est. Cost $71.80 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $290 Shares 1,992 Est. Cost $145.38 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $286 Shares 12,294 Est. Cost $23.23 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $276 Shares 4,162 Est. Cost $64.65 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $270 Shares 1,464 Est. Cost $149.58 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $270 Shares 12,053 Est. Cost $22.36 Unrealized
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $261 Shares 19,350 Est. Cost $12.14 Unrealized 0.0%
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $260 Shares 6,547 Est. Cost $39.72 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $259 Shares 704 Est. Cost $256.82 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $257 Shares 1,156 Est. Cost $198.37 Unrealized 0.0%
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $256 Shares 923 Est. Cost $277.88 Unrealized
DDFO INNOVATOR ETFS TRUST 0.0%
Value ($000) $255 Shares 11,800 Est. Cost $21.62 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $255 Shares 10,927 Est. Cost $23.32 Unrealized
CALAMOS DYNAMIC CONV & INCOM 0.0%
Value ($000) $248 Shares 11,882 Est. Cost $20.86 Unrealized
ERO ERO COPPER CORP 0.0%
Value ($000) $240 Shares 8,493 Est. Cost $23.29 Unrealized 0.0%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $240 Shares 2,439 Est. Cost $98.32 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $238 Shares 1,097 Est. Cost $213.68 Unrealized 0.0%
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $236 Shares 11,014 Est. Cost $21.46 Unrealized
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $236 Shares 9,760 Est. Cost $24.60 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.0%
Value ($000) $236 Shares 16,655 Est. Cost $14.14 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 Shares 6,439 Est. Cost $36.06 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $227 Shares 2,474 Est. Cost $91.94 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $223 Shares 2,370 Est. Cost $84.44 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $222 Shares 2,804 Est. Cost $78.94 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $220 Shares 4,700 Est. Cost $43.65 Unrealized 0.0%
XUSP INNOVATOR ETFS TRUST 0.0%
Value ($000) $219 Shares 4,620 Est. Cost $47.50 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $219 Shares 4,230 Est. Cost $41.86 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $218 Shares 3,335 Est. Cost $63.23 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $216 Shares 385 Est. Cost $567.64 Unrealized 0.0%
UXOC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $215 Shares 6,061 Est. Cost $35.55 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $214 Shares 7,708 Est. Cost $27.77 Unrealized
FHEQ FIDELITY GREENWOOD STREET TR 0.0%
Value ($000) $212 Shares 6,870 Est. Cost $30.91 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $211 Shares 503 Est. Cost $363.83 Unrealized 0.0%
PMOC PGIM ROCK ETF TR 0.0%
Value ($000) $210 Shares 8,317 Est. Cost $25.27 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $210 Shares 2,632 Est. Cost $89.72 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $209 Shares 1,718 Est. Cost $125.49 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $208 Shares 1,740 Est. Cost $114.29 Unrealized 0.0%
MLPX GLOBAL X FDS 0.0%
Value ($000) $208 Shares 3,440 Est. Cost $60.52 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $208 Shares 377 Est. Cost $557.64 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $207 Shares 1,368 Est. Cost $147.67 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $206 Shares 5,259 Est. Cost $41.46 Unrealized 0.0%
FAI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $205 Shares 4,996 Est. Cost $41.07 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $203 Shares 1,787 Est. Cost $113.82 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $203 Shares 1,245 Est. Cost $161.22 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $202 Shares 3,727 Est. Cost $51.30 Unrealized 0.0%
UXJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $201 Shares 5,828 Est. Cost $34.43 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $200 Shares 259 Est. Cost $678.68 Unrealized 0.0%
TSLZ ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $185 Shares 15,566 Est. Cost $11.87 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value ($000) $165 Shares 12,547 Est. Cost $13.28 Unrealized 0.0%
GAMCO NAT RES GOLD & INCOME 0.0%
Value ($000) $106 Shares 14,260 Est. Cost $7.45 Unrealized
DC DAKOTA GOLD CORP 0.0%
Value ($000) $76 Shares 13,350 Est. Cost $4.80 Unrealized 0.0%
NEWP NEW PAC METALS CORP 0.0%
Value ($000) $66 Shares 18,840 Est. Cost $2.74 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $56 Shares 12,382 Est. Cost $4.66 Unrealized 0.0%
IAUX I-80 GOLD CORP 0.0%
Value ($000) $54 Shares 37,000 Est. Cost $1.14 Unrealized 0.0%
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $49 Shares 18,500 Est. Cost $2.31 Unrealized 0.0%
ITRG INTEGRA RES CORP 0.0%
Value ($000) $41 Shares 10,100 Est. Cost $3.37 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $26 Shares 12,982 Est. Cost $1.93 Unrealized 0.0%
AGL AGILON HEALTH INC 0.0%
Value ($000) $8 Shares 12,227 Est. Cost $0.78 Unrealized 0.0%
DIRECT DIGITAL HOLDINGS INC 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $0.06 Unrealized

Increased Positions (533)

UOCT INNOVATOR ETFS TRUST 0.7%
Value ($000) $65,167 (+2045.1%) Shares 1,669,155 (+2011.4%) Est. Cost $38.89 Unrealized
UNOV INNOVATOR ETFS TRUST 0.7%
Value ($000) $64,527 (+1932.7%) Shares 1,695,601 (+1901.5%) Est. Cost $37.86 Unrealized
PNOV INNOVATOR ETFS TRUST 0.6%
Value ($000) $52,127 (+990.2%) Shares 1,247,662 (+971.4%) Est. Cost $41.36 Unrealized
UDEC INNOVATOR ETFS TRUST 0.9%
Value ($000) $74,335 (+143.8%) Shares 1,875,251 (+136.0%) Est. Cost $37.45 Unrealized
IBTH ISHARES TR 0.4%
Value ($000) $38,238 (+15119.2%) Shares 1,701,726 (+15152.5%) Est. Cost $22.47 Unrealized
QQQ INVESCO QQQ TR 3.5%
Value ($000) $304,577 (+12.9%) Shares 495,804 (+10.3%) Est. Cost $422.54 Unrealized
POCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $39,227 (+349.0%) Shares 893,154 (+340.7%) Est. Cost $42.68 Unrealized
PDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $36,479 (+428.6%) Shares 840,921 (+412.0%) Est. Cost $42.13 Unrealized
BNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $28,955 (+4968.8%) Shares 651,205 (+4858.9%) Est. Cost $44.35 Unrealized
BOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $28,453 (+9009.2%) Shares 575,691 (+8824.1%) Est. Cost $49.35 Unrealized
BDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $32,449 (+635.5%) Shares 654,744 (+611.3%) Est. Cost $48.64 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $96,818 (+29.4%) Shares 969,348 (+29.9%) Est. Cost $101.37 Unrealized
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $198,093 (+10.1%) Shares 1,037,193 (+7.5%) Est. Cost $149.85 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $25,214 (+232.4%) Shares 81,854 (+224.6%) Est. Cost $242.49 Unrealized +24.0%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $16,313 (+1850.2%) Shares 120,709 (+1685.9%) Est. Cost $130.02 Unrealized +2.7%
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $249,798 (+5.4%) Shares 366,316 (+2.9%) Est. Cost $340.99 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $118,250 (+11.1%) Shares 512,305 (+5.6%) Est. Cost $147.61 Unrealized +55.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $20,357 (+136.8%) Shares 114,527 (+143.0%) Est. Cost $138.59 Unrealized +30.6%
SLV ISHARES SILVER TR 0.2%
Value ($000) $17,419 (+185.8%) Shares 270,396 (+88.0%) Est. Cost $46.18 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $15,388 (+188.0%) Shares 291,612 (+190.5%) Est. Cost $52.65 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $78,464 (+13.0%) Shares 1,167,273 (+10.8%) Est. Cost $60.52 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $63,972 (+15.0%) Shares 1,024,040 (+10.3%) Est. Cost $50.49 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $30,384 (+37.4%) Shares 143,272 (+33.8%) Est. Cost $187.52 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $83,913 (+10.7%) Shares 133,805 (+8.1%) Est. Cost $488.88 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $121,020 (+6.7%) Shares 176,687 (+4.3%) Est. Cost $354.42 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $8,472 (+598.9%) Shares 18,037 (+634.1%) Est. Cost $460.11 Unrealized -3.5%
IEFA ISHARES TR 0.9%
Value ($000) $81,781 (+9.7%) Shares 914,163 (+7.1%) Est. Cost $83.68 Unrealized
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $199,727 (+3.7%) Shares 409,394 (+1.9%) Est. Cost $298.08 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $20,817 (-25.5%) Shares 106,805 (+7.5%) Est. Cost $153.42 Unrealized +55.2%
PSLV SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $14,572 (+88.8%) Shares 616,156 (+25.3%) Est. Cost $11.60 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $26,496 (+34.7%) Shares 100,020 (+20.5%) Est. Cost $238.87 Unrealized +3.9%
SFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $10,468 (+164.1%) Shares 283,999 (+158.2%) Est. Cost $35.38 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $24,735 (+33.4%) Shares 97,799 (+30.4%) Est. Cost $209.20 Unrealized
SGRT TIDAL TRUST I 0.1%
Value ($000) $12,562 (+95.4%) Shares 502,265 (+84.0%) Est. Cost $24.22 Unrealized
BALT INNOVATOR ETFS TRUST 0.4%
Value ($000) $30,713 (+21.3%) Shares 916,528 (+18.8%) Est. Cost $28.92 Unrealized
WMT WALMART INC 0.4%
Value ($000) $33,047 (+18.6%) Shares 296,626 (+9.7%) Est. Cost $60.31 Unrealized +77.7%
GOOG ALPHABET INC 0.2%
Value ($000) $16,551 (+44.4%) Shares 52,745 (+12.1%) Est. Cost $136.98 Unrealized +109.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $17,468 (+38.4%) Shares 183,197 (+41.7%) Est. Cost $84.55 Unrealized +16.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $9,778 (+97.1%) Shares 34,260 (+15.6%) Est. Cost $111.11 Unrealized +106.4%
V VISA INC 0.3%
Value ($000) $22,099 (+26.6%) Shares 63,013 (+23.2%) Est. Cost $263.98 Unrealized +28.9%
CAIE CALAMOS ETF TR 0.1%
Value ($000) $5,959 (+348.5%) Shares 222,859 (+360.8%) Est. Cost $26.90 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $52,937 (+8.7%) Shares 80,197 (+20.9%) Est. Cost $468.69 Unrealized +42.4%
AMGN AMGEN INC 0.3%
Value ($000) $24,355 (+21.0%) Shares 74,409 (+4.3%) Est. Cost $279.74 Unrealized +12.9%
MSTB ETF SER SOLUTIONS 0.5%
Value ($000) $46,658 (+9.8%) Shares 1,168,790 (+9.4%) Est. Cost $31.66 Unrealized
SSO PROSHARES TR 0.2%
Value ($000) $15,084 (+37.1%) Shares 260,435 (+165.5%) Est. Cost $67.19 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $23,270 (+21.1%) Shares 62,902 (+8.8%) Est. Cost $205.98 Unrealized +73.3%
FBND FIDELITY MERRIMACK STR TR 0.4%
Value ($000) $37,141 (+11.7%) Shares 806,708 (+12.2%) Est. Cost $46.61 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $34,187 (+12.4%) Shares 997,857 (+9.6%) Est. Cost $28.54 Unrealized
SGOV ISHARES TR 0.4%
Value ($000) $33,378 (+12.3%) Shares 332,517 (+12.6%) Est. Cost $100.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $26,360 (+16.0%) Shares 490,324 (+16.9%) Est. Cost $47.80 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $72,522 (+5.2%) Shares 329,974 (+3.3%) Est. Cost $169.61 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $7,517 (+89.1%) Shares 168,119 (+277.9%) Est. Cost $55.29 Unrealized
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $22,370 (+17.6%) Shares 170,724 (+30.8%) Est. Cost $107.05 Unrealized +28.6%
ESGU ISHARES TR 0.4%
Value ($000) $33,330 (+11.0%) Shares 223,718 (+8.5%) Est. Cost $98.85 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $15,983 (+25.5%) Shares 240,598 (+22.8%) Est. Cost $62.58 Unrealized
EALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,935 (+83.9%) Shares 196,513 (+80.1%) Est. Cost $34.62 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $16,034 (+24.2%) Shares 125,779 (+26.6%) Est. Cost $118.83 Unrealized +4.6%
MSFT MICROSOFT CORP 1.2%
Value ($000) $107,055 (-2.8%) Shares 221,362 (+4.1%) Est. Cost $297.09 Unrealized +68.5%
PYLD PIMCO ETF TR 0.2%
Value ($000) $15,211 (+23.4%) Shares 570,118 (+24.2%) Est. Cost $26.53 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,829 (+97.5%) Shares 37,655 (+77.6%) Est. Cost $144.08 Unrealized
SBAR SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $4,308 (+199.5%) Shares 164,675 (+200.7%) Est. Cost $26.19 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $11,799 (+29.6%) Shares 169,841 (+25.5%) Est. Cost $64.22 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $25,484 (+11.8%) Shares 506,744 (+11.3%) Est. Cost $50.49 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,616 (+138.3%) Shares 59,427 (+140.4%) Est. Cost $77.43 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $30,095 (+9.6%) Shares 116,671 (+8.1%) Est. Cost $215.14 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $18,335 (+15.6%) Shares 54,687 (+13.2%) Est. Cost $252.76 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $7,197 (+50.9%) Shares 84,302 (+35.2%) Est. Cost $53.99 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $34,674 (+7.4%) Shares 107,609 (+5.1%) Est. Cost $154.03 Unrealized +101.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $13,940 (+20.3%) Shares 97,133 (+18.1%) Est. Cost $116.59 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $11,337 (+26.1%) Shares 13,821 (+18.8%) Est. Cost $527.47 Unrealized +54.6%
PSFF PACER FDS TR 0.1%
Value ($000) $4,967 (+88.4%) Shares 153,624 (+84.1%) Est. Cost $27.52 Unrealized
BAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $30,198 (+8.3%) Shares 603,489 (+6.0%) Est. Cost $48.89 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $21,847 (+11.7%) Shares 119,122 (+1.9%) Est. Cost $116.17 Unrealized +49.2%
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $10,501 (+27.6%) Shares 229,280 (+2.2%) Est. Cost $18.59 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $9,147 (+33.0%) Shares 10,406 (+14.7%) Est. Cost $540.34 Unrealized +51.3%
AVGO BROADCOM INC 0.2%
Value ($000) $20,448 (+12.0%) Shares 59,082 (+6.8%) Est. Cost $175.16 Unrealized +103.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $49,222 (+4.7%) Shares 859,926 (+4.4%) Est. Cost $56.56 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,659 (+148.9%) Shares 72,334 (+149.6%) Est. Cost $50.52 Unrealized
USEP INNOVATOR ETFS TRUST 0.7%
Value ($000) $63,641 (+3.5%) Shares 1,618,090 (+1.8%) Est. Cost $38.56 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $29,233 (+7.9%) Shares 237,167 (+5.7%) Est. Cost $85.69 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $7,646 (+38.0%) Shares 231,562 (+23.8%) Est. Cost $21.29 Unrealized
BSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $29,182 (+7.7%) Shares 592,519 (+5.6%) Est. Cost $48.17 Unrealized
UAUG INNOVATOR ETFS TRUST 0.8%
Value ($000) $66,888 (+3.2%) Shares 1,675,549 (+1.6%) Est. Cost $38.95 Unrealized
T AT&T INC 0.2%
Value ($000) $16,133 (-11.1%) Shares 649,467 (+1.0%) Est. Cost $15.89 Unrealized +59.1%
AIQ GLOBAL X FDS 0.1%
Value ($000) $5,732 (+52.4%) Shares 112,693 (+48.0%) Est. Cost $45.45 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $13,964 (-12.1%) Shares 91,158 (+428.0%) Est. Cost $164.08 Unrealized +4.5%
DYNF BLACKROCK ETF TRUST 0.3%
Value ($000) $23,192 (+9.0%) Shares 381,379 (+6.1%) Est. Cost $49.44 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $3,534 (+114.6%) Shares 32,076 (+117.1%) Est. Cost $112.66 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $5,219 (+55.3%) Shares 53,690 (+56.5%) Est. Cost $96.27 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $13,595 (-12.0%) Shares 166,387 (+5.5%) Est. Cost $52.28 Unrealized +72.2%
XYLD GLOBAL X FDS 0.4%
Value ($000) $33,609 (+5.7%) Shares 827,203 (+2.2%) Est. Cost $44.56 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $12,005 (+17.1%) Shares 162,075 (+17.5%) Est. Cost $80.03 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $3,694 (+89.2%) Shares 76,679 (+79.8%) Est. Cost $41.19 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $51,697 (+3.5%) Shares 269,874 (+2.5%) Est. Cost $171.41 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $14,908 (+12.9%) Shares 72,036 (+1.1%) Est. Cost $137.51 Unrealized +43.3%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $174,029 (+1.0%) Shares 933,131 (+1.0%) Est. Cost $97.50 Unrealized +90.9%
OEF ISHARES TR 0.2%
Value ($000) $13,646 (+13.9%) Shares 39,788 (+10.5%) Est. Cost $307.90 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $9,685 (+19.9%) Shares 52,177 (+15.0%) Est. Cost $156.26 Unrealized +19.3%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $17,490 (+10.0%) Shares 67,584 (+31.7%) Est. Cost $273.29 Unrealized -3.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $9,991 (-13.7%) Shares 99,028 (+6.4%) Est. Cost $115.75 Unrealized -6.3%
IRM IRON MTN INC DEL 0.2%
Value ($000) $19,571 (-7.5%) Shares 235,933 (+13.7%) Est. Cost $77.57 Unrealized +19.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $4,825 (+47.4%) Shares 15,877 (+35.4%) Est. Cost $196.32 Unrealized
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $5,855 (+35.8%) Shares 179,756 (+32.9%) Est. Cost $30.29 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $5,832 (+35.6%) Shares 37,838 (+50.3%) Est. Cost $145.35 Unrealized +4.2%
BFRZ INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,501 (+73.0%) Shares 130,458 (+71.1%) Est. Cost $26.66 Unrealized
QQA INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $4,348 (+51.2%) Shares 82,008 (+50.1%) Est. Cost $52.61 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $12,543 (-10.4%) Shares 36,452 (+5.5%) Est. Cost $292.82 Unrealized +24.5%
NFLX NETFLIX INC 0.1%
Value ($000) $9,659 (+17.7%) Shares 103,013 (+1405.4%) Est. Cost $104.15 Unrealized +3.5%
HL HECLA MNG CO 0.0%
Value ($000) $1,524 (+1100.7%) Shares 79,410 (+657.1%) Est. Cost $14.32 Unrealized +6.7%
FRDM EA SERIES TRUST 0.0%
Value ($000) $1,595 (+690.3%) Shares 31,118 (+583.0%) Est. Cost $48.34 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $6,598 (+25.5%) Shares 18,678 (+16.9%) Est. Cost $185.36 Unrealized +95.9%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $2,548 (+104.9%) Shares 70,320 (+100.4%) Est. Cost $34.16 Unrealized
TRU TRANSUNION 0.1%
Value ($000) $11,147 (+13.2%) Shares 129,992 (+10.6%) Est. Cost $89.77 Unrealized -8.5%
IWY ISHARES TR 0.3%
Value ($000) $27,945 (+4.7%) Shares 100,907 (+3.5%) Est. Cost $185.42 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $3,575 (+53.1%) Shares 20,884 (+19.8%) Est. Cost $92.81 Unrealized +67.4%
IUSB ISHARES TR 0.3%
Value ($000) $24,599 (+5.1%) Shares 528,556 (+5.5%) Est. Cost $47.97 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $5,346 (+28.7%) Shares 70,859 (+25.3%) Est. Cost $63.36 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $13,265 (+9.8%) Shares 17,598 (+8.8%) Est. Cost $566.73 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $7,274 (+19.5%) Shares 241,917 (+17.8%) Est. Cost $40.17 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $31,887 (+3.7%) Shares 301,814 (+3.7%) Est. Cost $105.71 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $2,031 (+123.3%) Shares 12,035 (+91.0%) Est. Cost $149.91 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $12,543 (+9.8%) Shares 158,730 (+11.1%) Est. Cost $84.69 Unrealized -7.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $2,991 (+58.3%) Shares 19,474 (+49.0%) Est. Cost $95.67 Unrealized +54.4%
MUB ISHARES TR 0.2%
Value ($000) $15,016 (+7.9%) Shares 140,193 (+7.3%) Est. Cost $107.82 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,767 (+165.5%) Shares 65,829 (+163.0%) Est. Cost $26.40 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $11,850 (+10.0%) Shares 111,061 (+10.1%) Est. Cost $105.31 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $7,093 (+17.7%) Shares 8,070 (+6.6%) Est. Cost $514.75 Unrealized +58.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $27,690 (+4.0%) Shares 90,600 (+3.4%) Est. Cost $258.47 Unrealized +18.0%
BUFD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $23,139 (+4.8%) Shares 819,370 (+2.5%) Est. Cost $24.47 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,674 (+18.4%) Shares 170,595 (+16.1%) Est. Cost $37.30 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $2,271 (+83.1%) Shares 43,225 (+82.3%) Est. Cost $51.46 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $22,631 (+4.7%) Shares 452,717 (+4.3%) Est. Cost $48.72 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $3,227 (+45.8%) Shares 6,622 (+25.4%) Est. Cost $366.41 Unrealized +27.1%
MTUM ISHARES TR 0.1%
Value ($000) $9,644 (+11.6%) Shares 38,526 (+14.3%) Est. Cost $207.71 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $14,387 (+7.4%) Shares 126,456 (+8.1%) Est. Cost $111.09 Unrealized -1.4%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $3,353 (+40.0%) Shares 12,176 (+20.0%) Est. Cost $90.73 Unrealized +185.4%
MBB ISHARES TR 0.3%
Value ($000) $29,368 (+3.3%) Shares 308,428 (+3.2%) Est. Cost $97.10 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $1,636 (+131.4%) Shares 4,154 (+132.7%) Est. Cost $338.54 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $7,917 (+13.2%) Shares 142,454 (+7.4%) Est. Cost $38.66 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $3,507 (+35.8%) Shares 73,316 (+43.3%) Est. Cost $33.14 Unrealized +42.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $2,064 (+80.0%) Shares 385 (+81.6%) Est. Cost $4167.18 Unrealized +23.3%
ARKK ARK ETF TR 0.1%
Value ($000) $9,044 (-9.1%) Shares 117,571 (+2.0%) Est. Cost $94.74 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,087 (+75.1%) Shares 78,661 (+71.0%) Est. Cost $24.73 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $15,758 (-5.4%) Shares 85,546 (+4.6%) Est. Cost $169.94 Unrealized +18.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $4,953 (+20.8%) Shares 8,548 (+1.1%) Est. Cost $525.32 Unrealized +7.6%
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value ($000) $1,689 (+101.3%) Shares 55,398 (+98.8%) Est. Cost $29.12 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $11,962 (+7.4%) Shares 172,540 (+6.0%) Est. Cost $43.97 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $4,517 (+22.0%) Shares 21,040 (+18.9%) Est. Cost $194.80 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $2,806 (+40.8%) Shares 15,821 (+38.5%) Est. Cost $162.77 Unrealized
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $7,346 (+12.3%) Shares 190,516 (+10.3%) Est. Cost $36.12 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $4,835 (+20.0%) Shares 30,866 (+19.1%) Est. Cost $126.58 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $1,326 (+153.8%) Shares 6,450 (+104.2%) Est. Cost $157.40 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,997 (+36.3%) Shares 70,208 (+178.5%) Est. Cost $54.96 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,858 (+19.0%) Shares 107,129 (+135.2%) Est. Cost $63.98 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.3%
Value ($000) $24,246 (+3.3%) Shares 511,314 (+3.5%) Est. Cost $47.33 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $2,832 (+37.1%) Shares 52,576 (+37.9%) Est. Cost $52.97 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $1,547 (+94.7%) Shares 1,446 (+76.1%) Est. Cost $806.71 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $6,232 (+13.7%) Shares 107,220 (+12.5%) Est. Cost $53.95 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $8,159 (+10.0%) Shares 117,367 (+8.7%) Est. Cost $57.53 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,130 (+187.9%) Shares 39,665 (+182.0%) Est. Cost $29.32 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $4,402 (+19.7%) Shares 24,797 (+7.2%) Est. Cost $115.19 Unrealized +44.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1,465 (+95.9%) Shares 55,964 (+97.7%) Est. Cost $17.44 Unrealized +59.8%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $7,812 (+10.1%) Shares 17,572 (+7.8%) Est. Cost $349.12 Unrealized
ZNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,181 (+150.2%) Shares 44,264 (+147.6%) Est. Cost $26.02 Unrealized
KVUE KENVUE INC 0.1%
Value ($000) $4,480 (+18.8%) Shares 259,703 (+11.8%) Est. Cost $20.89 Unrealized -22.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,761 (+34.2%) Shares 22,676 (+32.8%) Est. Cost $104.05 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $4,669 (+17.3%) Shares 46,915 (+15.3%) Est. Cost $85.00 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $29,556 (+2.4%) Shares 1,509,875 (+2.3%) Est. Cost $20.70 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $4,582 (+17.3%) Shares 49,167 (+5.5%) Est. Cost $64.19 Unrealized +35.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $1,571 (+70.9%) Shares 17,564 (+69.9%) Est. Cost $77.78 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $1,370 (+86.7%) Shares 5,677 (+81.8%) Est. Cost $201.92 Unrealized
BA BOEING CO 0.1%
Value ($000) $6,902 (+10.1%) Shares 31,788 (+9.5%) Est. Cost $190.78 Unrealized +7.8%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,829 (+52.3%) Shares 6,557 (+76.7%) Est. Cost $190.18 Unrealized +48.1%
PWR QUANTA SVCS INC 0.2%
Value ($000) $15,104 (+4.3%) Shares 35,786 (+2.4%) Est. Cost $254.90 Unrealized +72.3%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $902 (+218.4%) Shares 10,776 (+327.1%) Est. Cost $95.63 Unrealized +8.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $828 (+289.8%) Shares 5,111 (+305.6%) Est. Cost $159.72 Unrealized -2.2%
FICS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $6,677 (+10.2%) Shares 166,462 (+4.7%) Est. Cost $38.53 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $2,640 (+30.4%) Shares 18,234 (+20.0%) Est. Cost $139.35 Unrealized -4.9%
WK WORKIVA INC 0.0%
Value ($000) $1,322 (+84.4%) Shares 15,329 (+84.0%) Est. Cost $81.25 Unrealized +9.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,692 (+55.4%) Shares 10,395 (+62.6%) Est. Cost $128.65 Unrealized +31.2%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,758 (+14.5%) Shares 117,922 (+19.6%) Est. Cost $42.06 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $14,960 (-3.8%) Shares 164,014 (+13.7%) Est. Cost $92.95 Unrealized +5.1%
BAI BLACKROCK ETF TRUST 0.1%
Value ($000) $7,576 (+8.4%) Shares 227,504 (+11.2%) Est. Cost $32.37 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $9,383 (+6.7%) Shares 27,871 (+8.1%) Est. Cost $231.29 Unrealized +47.4%
CLS CELESTICA INC 0.0%
Value ($000) $880 (+201.5%) Shares 2,978 (+151.3%) Est. Cost $261.68 Unrealized +15.2%
BOXX EA SERIES TRUST 0.1%
Value ($000) $5,999 (+10.8%) Shares 52,124 (+9.6%) Est. Cost $112.00 Unrealized
SETM SPROTT FDS TR 0.0%
Value ($000) $1,501 (+61.6%) Shares 51,837 (+40.4%) Est. Cost $26.24 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $6,580 (+9.3%) Shares 166,200 (+6.5%) Est. Cost $34.84 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $7,639 (+7.8%) Shares 576,532 (+9.2%) Est. Cost $14.45 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,890 (+41.1%) Shares 7,798 (+23.8%) Est. Cost $183.51 Unrealized +21.1%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $864 (+168.4%) Shares 22,840 (+160.3%) Est. Cost $36.80 Unrealized
FISV FISERV INC 0.0%
Value ($000) $605 (-47.2%) Shares 9,005 (+1.4%) Est. Cost $146.78 Unrealized -42.9%
MSTQ ETF SER SOLUTIONS 0.2%
Value ($000) $20,427 (+2.7%) Shares 591,742 (+15.7%) Est. Cost $31.22 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,302 (+19.1%) Shares 100,768 (+16.8%) Est. Cost $31.45 Unrealized
HYTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,797 (+40.5%) Shares 90,816 (+41.9%) Est. Cost $19.91 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $1,249 (+69.0%) Shares 7,743 (+105.2%) Est. Cost $165.13 Unrealized +10.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $6,008 (-7.8%) Shares 104,192 (+5.6%) Est. Cost $36.30 Unrealized +63.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $17,514 (+3.0%) Shares 34,844 (+3.0%) Est. Cost $285.27 Unrealized +74.4%
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $740 (+213.6%) Shares 13,490 (+202.5%) Est. Cost $51.68 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,586 (+16.3%) Shares 93,575 (+15.4%) Est. Cost $36.13 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $822 (+157.6%) Shares 6,620 (+181.3%) Est. Cost $120.90 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $29,368 (+1.7%) Shares 1,487,744 (+1.6%) Est. Cost $19.25 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $706 (+235.7%) Shares 7,721 (+207.7%) Est. Cost $85.86 Unrealized +4.7%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,932 (+20.3%) Shares 108,943 (+17.8%) Est. Cost $35.81 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $1,041 (+88.4%) Shares 10,248 (+1.5%) Est. Cost $58.12 Unrealized +38.2%
SGOL ETFS GOLD TR 0.0%
Value ($000) $3,762 (+14.8%) Shares 91,589 (+2.9%) Est. Cost $18.99 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,107 (+77.9%) Shares 40,241 (+74.2%) Est. Cost $24.63 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $13,072 (+3.8%) Shares 167,849 (+4.1%) Est. Cost $81.86 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $735 (+187.0%) Shares 3,192 (+186.3%) Est. Cost $216.81 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,879 (+33.9%) Shares 38,360 (+29.9%) Est. Cost $41.79 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,699 (+38.7%) Shares 70,658 (+34.4%) Est. Cost $27.07 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $9,013 (+5.5%) Shares 62,894 (+13.2%) Est. Cost $122.02 Unrealized +20.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $4,921 (+10.6%) Shares 30,682 (+11.8%) Est. Cost $84.84 Unrealized +81.0%
RYLD GLOBAL X FDS 0.1%
Value ($000) $8,454 (+5.9%) Shares 552,522 (+4.1%) Est. Cost $19.22 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $2,866 (+19.4%) Shares 36,114 (+13.5%) Est. Cost $67.57 Unrealized +16.4%
TLH ISHARES TR 0.1%
Value ($000) $8,111 (+6.1%) Shares 79,777 (+7.5%) Est. Cost $103.02 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,928 (+13.3%) Shares 90,795 (+10.3%) Est. Cost $38.63 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $2,004 (+29.5%) Shares 37,544 (+21.2%) Est. Cost $45.34 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $1,412 (+47.5%) Shares 25,732 (+62.3%) Est. Cost $58.30 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $8,311 (-5.1%) Shares 19,491 (+5.7%) Est. Cost $419.53 Unrealized +1.8%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $2,133 (+26.1%) Shares 11,529 (+29.1%) Est. Cost $163.81 Unrealized
XDQQ INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,599 (+37.7%) Shares 40,445 (+31.7%) Est. Cost $32.16 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,534 (+39.8%) Shares 27,493 (+42.4%) Est. Cost $59.77 Unrealized
BUFY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $667 (+187.9%) Shares 29,992 (+181.3%) Est. Cost $21.83 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $5,316 (+8.8%) Shares 8,133 (+2.4%) Est. Cost $324.03 Unrealized +88.0%
XDSQ INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,662 (+34.8%) Shares 39,924 (+29.1%) Est. Cost $34.71 Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value ($000) $3,749 (+12.9%) Shares 115,402 (+8.4%) Est. Cost $29.62 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $941 (+82.2%) Shares 12,746 (+98.9%) Est. Cost $68.86 Unrealized +13.7%
ARKX ARK ETF TR 0.0%
Value ($000) $1,134 (+59.6%) Shares 39,142 (+57.2%) Est. Cost $22.77 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $5,143 (+8.9%) Shares 10,702 (+5.1%) Est. Cost $374.90 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $903 (+86.1%) Shares 9,877 (+81.5%) Est. Cost $84.50 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $5,344 (+8.3%) Shares 80,977 (+7.1%) Est. Cost $102.83 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $4,892 (+9.0%) Shares 35,108 (+6.1%) Est. Cost $103.12 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $2,430 (+19.9%) Shares 50,506 (+15.7%) Est. Cost $44.60 Unrealized
QFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $975 (+68.9%) Shares 28,433 (+63.4%) Est. Cost $30.02 Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,490 (+35.9%) Shares 38,949 (+33.0%) Est. Cost $37.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $9,346 (+4.3%) Shares 64,914 (+104.3%) Est. Cost $167.33 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $4,943 (+8.5%) Shares 49,475 (+3.7%) Est. Cost $77.08 Unrealized +22.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $859 (+82.5%) Shares 12,314 (+25.3%) Est. Cost $31.11 Unrealized +84.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $9,582 (+4.2%) Shares 15,884 (+2.9%) Est. Cost $565.48 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $6,053 (+6.7%) Shares 86,589 (+1.2%) Est. Cost $57.51 Unrealized +20.7%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2,397 (+18.7%) Shares 1,418 (+5.1%) Est. Cost $1566.88 Unrealized +9.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $2,701 (-12.1%) Shares 141,354 (+4.7%) Est. Cost $37.70 Unrealized -46.9%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $8,268 (+4.7%) Shares 93,434 (+8.2%) Est. Cost $96.95 Unrealized
KR KROGER CO 0.0%
Value ($000) $1,696 (+27.9%) Shares 27,146 (+38.0%) Est. Cost $48.15 Unrealized +35.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,691 (+27.9%) Shares 8,103 (+23.2%) Est. Cost $148.00 Unrealized +30.3%
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $1,380 (+33.0%) Shares 20,285 (+30.5%) Est. Cost $74.30 Unrealized -11.5%
GLW CORNING INC 0.0%
Value ($000) $954 (+55.9%) Shares 10,899 (+46.0%) Est. Cost $58.81 Unrealized +46.2%
ZDEK INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,292 (+35.5%) Shares 50,187 (+33.0%) Est. Cost $24.19 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $937 (+53.8%) Shares 18,740 (+74.9%) Est. Cost $53.36 Unrealized +0.7%
APG API GROUP CORP 0.0%
Value ($000) $947 (+52.9%) Shares 24,739 (+37.4%) Est. Cost $23.66 Unrealized +56.3%
MINT PIMCO ETF TR 0.2%
Value ($000) $16,582 (+2.0%) Shares 165,262 (+2.3%) Est. Cost $99.98 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $5,021 (+6.6%) Shares 8,795 (+6.2%) Est. Cost $348.25 Unrealized +60.5%
DVY ISHARES TR 0.0%
Value ($000) $687 (+81.5%) Shares 4,867 (+82.7%) Est. Cost $129.65 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,260 (+32.3%) Shares 38,309 (+28.1%) Est. Cost $30.77 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $4,059 (+8.1%) Shares 34,182 (+9.2%) Est. Cost $105.12 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $539 (+128.9%) Shares 10,537 (+127.9%) Est. Cost $51.02 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $2,046 (+17.4%) Shares 89,432 (+17.8%) Est. Cost $22.90 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $962 (+45.9%) Shares 2,744 (+34.5%) Est. Cost $373.37 Unrealized -9.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3,830 (+8.5%) Shares 45,737 (+9.0%) Est. Cost $83.51 Unrealized
COWG PACER FDS TR 0.0%
Value ($000) $1,029 (+41.1%) Shares 29,223 (+45.5%) Est. Cost $35.16 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $827 (+56.5%) Shares 2,446 (+35.1%) Est. Cost $276.16 Unrealized +14.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $4,338 (+7.3%) Shares 14,948 (+8.6%) Est. Cost $242.45 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $8,207 (+3.6%) Shares 69,719 (+4.2%) Est. Cost $90.95 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $6,222 (+4.8%) Shares 15,074 (+2.1%) Est. Cost $272.89 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $2,008 (+16.2%) Shares 87,228 (+16.7%) Est. Cost $25.56 Unrealized
NKE NIKE INC 0.1%
Value ($000) $11,576 (+2.5%) Shares 181,695 (+12.2%) Est. Cost $82.00 Unrealized -20.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,235 (+26.9%) Shares 3,981 (+6.5%) Est. Cost $229.39 Unrealized +24.4%
ESGD ISHARES TR 0.0%
Value ($000) $2,366 (+12.2%) Shares 24,879 (+9.7%) Est. Cost $78.41 Unrealized
XFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $858 (+42.4%) Shares 24,019 (+39.4%) Est. Cost $33.65 Unrealized
BKAG BNY MELLON ETF TRUST 0.5%
Value ($000) $41,807 (+0.6%) Shares 986,411 (+1.1%) Est. Cost $43.12 Unrealized
DDTS INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,166 (+26.5%) Shares 54,595 (+24.0%) Est. Cost $21.01 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,786 (-4.1%) Shares 33,352 (+1.6%) Est. Cost $158.36 Unrealized +7.8%
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $655 (+58.5%) Shares 19,844 (+55.6%) Est. Cost $32.60 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $502 (+87.0%) Shares 3,556 (+82.5%) Est. Cost $129.98 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $837 (+38.3%) Shares 32,637 (+38.4%) Est. Cost $25.60 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $1,033 (+28.6%) Shares 40,684 (+29.0%) Est. Cost $25.35 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $7,018 (+3.4%) Shares 18,309 (+23.3%) Est. Cost $414.62 Unrealized -3.3%
IBMQ ISHARES TR 0.0%
Value ($000) $840 (+37.4%) Shares 32,852 (+37.7%) Est. Cost $25.48 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $2,516 (+10.0%) Shares 20,747 (+6.2%) Est. Cost $73.77 Unrealized
GSK GSK PLC 0.0%
Value ($000) $1,713 (+15.2%) Shares 34,932 (+1.3%) Est. Cost $33.74 Unrealized
IBMR ISHARES TR 0.0%
Value ($000) $837 (+36.7%) Shares 32,922 (+37.2%) Est. Cost $25.35 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,166 (+23.3%) Shares 33,837 (+17.3%) Est. Cost $32.16 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,274 (+20.9%) Shares 33,502 (+20.1%) Est. Cost $36.43 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $1,146 (+23.4%) Shares 22,654 (+23.9%) Est. Cost $50.46 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $588 (+57.6%) Shares 11,584 (+21.7%) Est. Cost $37.03 Unrealized +17.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,007 (+3.7%) Shares 127,585 (+3.4%) Est. Cost $49.69 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $806 (+36.2%) Shares 3,508 (+36.2%) Est. Cost $205.74 Unrealized +2.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,279 (-14.3%) Shares 7,867 (+1.5%) Est. Cost $149.66 Unrealized +24.5%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,230 (+20.6%) Shares 52,083 (+21.1%) Est. Cost $22.77 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $591 (+54.6%) Shares 7,270 (+15.9%) Est. Cost $41.20 Unrealized +70.9%
SLJY AMPLIFY ETF TR 0.0%
Value ($000) $695 (+42.9%) Shares 21,259 (+28.5%) Est. Cost $30.10 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $600 (+53.1%) Shares 16,732 (+48.8%) Est. Cost $33.37 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $12,594 (+1.6%) Shares 260,644 (+4.0%) Est. Cost $52.24 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $5,130 (+4.0%) Shares 66,604 (+1.5%) Est. Cost $67.16 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,090 (+10.4%) Shares 35,256 (+7.1%) Est. Cost $50.40 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $599 (+48.2%) Shares 14,098 (+46.2%) Est. Cost $42.08 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $16,097 (+1.2%) Shares 327,513 (+1.6%) Est. Cost $51.60 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,763 (+7.5%) Shares 34,419 (+1.1%) Est. Cost $65.27 Unrealized +26.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,569 (+13.9%) Shares 13,516 (+6.9%) Est. Cost $49.78 Unrealized +122.0%
EFA ISHARES TR 0.0%
Value ($000) $1,943 (+10.8%) Shares 20,231 (+7.8%) Est. Cost $89.33 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $2,282 (+9.1%) Shares 90,393 (+9.4%) Est. Cost $25.77 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $7,726 (+2.5%) Shares 74,241 (+1.5%) Est. Cost $95.69 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $833 (+28.7%) Shares 20,245 (+11.6%) Est. Cost $30.96 Unrealized +20.9%
AOK ISHARES TR 0.0%
Value ($000) $1,235 (+17.7%) Shares 30,769 (+17.8%) Est. Cost $35.86 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $713 (+35.2%) Shares 6,502 (+29.3%) Est. Cost $92.09 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $1,707 (+12.0%) Shares 36,040 (+12.4%) Est. Cost $47.21 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,052 (+9.8%) Shares 78,212 (+8.2%) Est. Cost $24.48 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1,877 (+10.8%) Shares 12,483 (+5.5%) Est. Cost $156.60 Unrealized -6.1%
TTD THE TRADE DESK INC 0.1%
Value ($000) $7,372 (-2.4%) Shares 194,215 (+26.0%) Est. Cost $59.40 Unrealized -25.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $943 (+23.7%) Shares 13,192 (+31.6%) Est. Cost $68.58 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $986 (-15.4%) Shares 1,698 (+1.6%) Est. Cost $305.47 Unrealized +104.6%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $2,159 (+9.0%) Shares 37,949 (+28.5%) Est. Cost $45.24 Unrealized
SHOC EA SERIES TRUST 0.0%
Value ($000) $1,230 (+16.7%) Shares 17,926 (+6.3%) Est. Cost $45.88 Unrealized
RSSE FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $599 (+41.0%) Shares 27,981 (+39.4%) Est. Cost $20.50 Unrealized
RSDE FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $601 (+40.8%) Shares 27,562 (+39.1%) Est. Cost $20.80 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $837 (+26.3%) Shares 7,356 (+9.9%) Est. Cost $86.86 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $807 (+27.4%) Shares 11,466 (+148.3%) Est. Cost $76.15 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,004 (+20.6%) Shares 44,397 (+21.2%) Est. Cost $22.15 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1,458 (+13.0%) Shares 4,842 (+1.7%) Est. Cost $255.86 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $702 (+31.2%) Shares 7,798 (+23.5%) Est. Cost $84.12 Unrealized
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $1,032 (-13.7%) Shares 11,843 (+12.8%) Est. Cost $81.10 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $535 (+43.4%) Shares 3,652 (+74.9%) Est. Cost $139.71 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $4,175 (+4.0%) Shares 64,214 (+3.0%) Est. Cost $49.99 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $710 (+29.2%) Shares 14,361 (+32.3%) Est. Cost $48.02 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,643 (+10.8%) Shares 29,844 (+6.7%) Est. Cost $47.29 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $819 (+24.1%) Shares 2,835 (+1.4%) Est. Cost $232.96 Unrealized +12.3%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $895 (+20.8%) Shares 38,344 (+21.2%) Est. Cost $23.67 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $711 (+27.4%) Shares 6,792 (+7.2%) Est. Cost $89.05 Unrealized +8.7%
EAGG ISHARES TR 0.0%
Value ($000) $2,072 (+8.0%) Shares 43,297 (+8.4%) Est. Cost $53.83 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $478 (+47.0%) Shares 394 (+30.5%) Est. Cost $863.56 Unrealized +35.7%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $478 (+46.5%) Shares 7,980 (+25.3%) Est. Cost $44.58 Unrealized +20.0%
SUSC ISHARES TR 0.0%
Value ($000) $2,070 (+7.9%) Shares 88,509 (+8.7%) Est. Cost $26.49 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $624 (-19.3%) Shares 27,835 (+13.4%) Est. Cost $24.47 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1,093 (+15.6%) Shares 2,140 (+7.8%) Est. Cost $417.03 Unrealized +16.9%
JUCY ETF SER SOLUTIONS 0.2%
Value ($000) $14,530 (+1.0%) Shares 654,504 (+1.4%) Est. Cost $23.14 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $2,425 (+6.4%) Shares 25,182 (+5.2%) Est. Cost $91.43 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $1,099 (+15.2%) Shares 8,521 (+3.6%) Est. Cost $77.05 Unrealized +54.4%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $2,123 (+7.2%) Shares 16,862 (+7.2%) Est. Cost $113.37 Unrealized
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $5,515 (+2.6%) Shares 186,376 (+1.6%) Est. Cost $27.13 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $434 (+47.4%) Shares 1,659 (+24.5%) Est. Cost $168.18 Unrealized +50.0%
XT ISHARES TR 0.1%
Value ($000) $6,962 (+2.0%) Shares 99,827 (+5.2%) Est. Cost $58.68 Unrealized
DFCA DIMENSIONAL ETF TRUST 0.0%
Value ($000) $350 (+63.1%) Shares 6,984 (+62.2%) Est. Cost $49.92 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $835 (+19.2%) Shares 4,277 (+1.8%) Est. Cost $175.04 Unrealized +3.9%
DGCB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,150 (+13.0%) Shares 21,202 (+15.6%) Est. Cost $54.40 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $531 (-19.8%) Shares 16,362 (+40.1%) Est. Cost $48.84 Unrealized -12.3%
MMM 3M CO 0.0%
Value ($000) $2,034 (+6.9%) Shares 12,704 (+3.6%) Est. Cost $102.17 Unrealized +59.7%
ESML ISHARES TR 0.0%
Value ($000) $1,162 (+12.7%) Shares 25,276 (+10.5%) Est. Cost $39.49 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $5,526 (+2.4%) Shares 79,494 (+4.4%) Est. Cost $86.84 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $227 (-36.4%) Shares 18,695 (+2.9%) Est. Cost $20.02 Unrealized
CALAMOS LNG SHR EQT DYNAMIC 0.0%
Value ($000) $537 (+31.9%) Shares 36,714 (+45.8%) Est. Cost $15.03 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,426 (+10.0%) Shares 32,200 (+7.3%) Est. Cost $37.04 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $870 (+17.2%) Shares 18,214 (+16.8%) Est. Cost $31.53 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,875 (+3.4%) Shares 117,240 (+2.0%) Est. Cost $30.92 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $442 (+40.3%) Shares 11,945 (+48.6%) Est. Cost $51.66 Unrealized -30.0%
SYY SYSCO CORP 0.0%
Value ($000) $1,407 (-8.2%) Shares 19,095 (+2.5%) Est. Cost $63.42 Unrealized +19.1%
AFL AFLAC INC 0.0%
Value ($000) $2,222 (+6.0%) Shares 20,153 (+7.4%) Est. Cost $69.80 Unrealized +57.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $788 (+18.8%) Shares 2,905 (+7.7%) Est. Cost $190.56 Unrealized +31.5%
VLUE ISHARES TR 0.0%
Value ($000) $908 (+15.7%) Shares 6,643 (+5.8%) Est. Cost $113.05 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $1,021 (+13.7%) Shares 15,857 (+9.7%) Est. Cost $55.29 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $513 (+31.4%) Shares 24,710 (+26.3%) Est. Cost $20.71 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,760 (+7.4%) Shares 16,010 (+8.7%) Est. Cost $120.02 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $499 (-19.3%) Shares 147 (+2.1%) Est. Cost $1759.31 Unrealized +114.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $791 (+17.2%) Shares 2,727 (+12.8%) Est. Cost $214.96 Unrealized +30.5%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $661 (+21.3%) Shares 2,931 (+2.2%) Est. Cost $167.21 Unrealized +30.1%
APP APPLOVIN CORP 0.0%
Value ($000) $1,713 (+7.1%) Shares 2,543 (+14.2%) Est. Cost $392.32 Unrealized +60.6%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $447 (+34.0%) Shares 3,950 (+69.6%) Est. Cost $117.67 Unrealized +10.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3,986 (-2.7%) Shares 6,990 (+3.9%) Est. Cost $453.89 Unrealized +27.5%
OKE ONEOK INC NEW 0.1%
Value ($000) $4,427 (+2.6%) Shares 60,232 (+1.8%) Est. Cost $76.32 Unrealized -7.7%
IJK ISHARES TR 0.0%
Value ($000) $361 (+43.1%) Shares 3,724 (+41.7%) Est. Cost $96.17 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $350 (+44.8%) Shares 14,007 (+38.6%) Est. Cost $24.24 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $521 (+25.9%) Shares 7,261 (+23.7%) Est. Cost $70.77 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $656 (+19.4%) Shares 6,810 (+19.7%) Est. Cost $89.66 Unrealized
CEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $446 (+30.7%) Shares 13,243 (+58.1%) Est. Cost $38.13 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $330 (+46.5%) Shares 7,692 (+48.0%) Est. Cost $42.80 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $374 (+38.9%) Shares 8,644 (+41.3%) Est. Cost $40.69 Unrealized
COR CENCORA INC 0.0%
Value ($000) $1,208 (+9.4%) Shares 3,578 (+1.3%) Est. Cost $145.65 Unrealized +133.9%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $1,276 (-7.4%) Shares 26,828 (+21.2%) Est. Cost $45.78 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $531 (+23.5%) Shares 11,196 (+20.7%) Est. Cost $43.67 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $2,116 (+5.0%) Shares 23,622 (+3.3%) Est. Cost $61.12 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $512 (+24.3%) Shares 6,442 (+31.6%) Est. Cost $68.91 Unrealized +20.4%
SHEL SHELL PLC 0.0%
Value ($000) $403 (+32.9%) Shares 5,489 (+29.4%) Est. Cost $65.62 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $385 (+34.9%) Shares 2,373 (+25.6%) Est. Cost $141.51 Unrealized +22.7%
NUE NUCOR CORP 0.0%
Value ($000) $426 (+30.0%) Shares 2,612 (+7.9%) Est. Cost $115.92 Unrealized +29.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $541 (+21.6%) Shares 953 (+53.7%) Est. Cost $410.36 Unrealized +51.2%
DGRO ISHARES TR 0.0%
Value ($000) $1,673 (+6.1%) Shares 24,101 (+4.0%) Est. Cost $52.58 Unrealized
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $480 (+24.9%) Shares 13,106 (+21.9%) Est. Cost $32.68 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $857 (-10.0%) Shares 3,832 (+1.2%) Est. Cost $194.10 Unrealized +16.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $698 (+15.8%) Shares 4,337 (+6.9%) Est. Cost $72.17 Unrealized +122.5%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $747 (+14.3%) Shares 7,206 (+11.8%) Est. Cost $107.45 Unrealized -12.8%
ESGE ISHARES INC 0.0%
Value ($000) $1,705 (+5.8%) Shares 38,601 (+4.0%) Est. Cost $35.44 Unrealized
IAGG ISHARES TR 0.1%
Value ($000) $4,736 (+2.0%) Shares 94,695 (+4.5%) Est. Cost $51.06 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $592 (+18.0%) Shares 21,763 (+14.0%) Est. Cost $32.79 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $345 (-20.7%) Shares 6,548 (+55.5%) Est. Cost $67.66 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,070 (+9.2%) Shares 5,221 (+4.5%) Est. Cost $163.87 Unrealized +21.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $15,078 (-0.6%) Shares 17,485 (+6.7%) Est. Cost $494.21 Unrealized +83.3%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $286 (+42.4%) Shares 2,164 (+40.2%) Est. Cost $130.85 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $2,857 (+2.9%) Shares 12,352 (+5.2%) Est. Cost $192.68 Unrealized +18.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $2,772 (-2.8%) Shares 15,363 (+1.8%) Est. Cost $131.00 Unrealized +44.4%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $502 (+18.9%) Shares 2,508 (+11.0%) Est. Cost $188.09 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value ($000) $653 (+13.8%) Shares 7,408 (+7.5%) Est. Cost $86.95 Unrealized -2.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $466 (+20.3%) Shares 3,300 (+17.5%) Est. Cost $113.18 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $356 (+27.9%) Shares 2,235 (+30.1%) Est. Cost $140.13 Unrealized +18.0%
LGH NORTHERN LTS FD TR III 0.0%
Value ($000) $1,640 (+4.9%) Shares 26,461 (+2.2%) Est. Cost $40.19 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $933 (+8.9%) Shares 46,099 (+9.8%) Est. Cost $19.45 Unrealized +1.8%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $610 (+14.0%) Shares 23,036 (+16.0%) Est. Cost $33.38 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $367 (+25.6%) Shares 23,405 (+21.8%) Est. Cost $15.28 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $436 (+20.4%) Shares 1,915 (+16.2%) Est. Cost $158.66 Unrealized +45.8%
IDV ISHARES TR 0.0%
Value ($000) $668 (+12.3%) Shares 16,933 (+4.1%) Est. Cost $32.68 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $375 (+24.1%) Shares 11,836 (+19.1%) Est. Cost $30.07 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $843 (+9.4%) Shares 19,199 (+9.4%) Est. Cost $48.28 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,181 (+6.3%) Shares 4,091 (+10.6%) Est. Cost $231.61 Unrealized +24.6%
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $661 (+11.8%) Shares 30,743 (+12.1%) Est. Cost $21.41 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,280 (+5.7%) Shares 6,250 (+2.9%) Est. Cost $168.18 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $979 (+7.5%) Shares 9,938 (+9.2%) Est. Cost $83.30 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $538 (+14.4%) Shares 5,251 (+17.3%) Est. Cost $101.28 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $656 (-9.3%) Shares 5,594 (+2.2%) Est. Cost $114.26 Unrealized +7.2%
KMX CARMAX INC 0.0%
Value ($000) $289 (+30.4%) Shares 7,472 (+51.5%) Est. Cost $59.14 Unrealized -32.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,053 (+6.8%) Shares 14,025 (+4.3%) Est. Cost $68.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $824 (+8.7%) Shares 25,701 (+6.0%) Est. Cost $26.45 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $346 (+22.8%) Shares 7,273 (+22.8%) Est. Cost $42.56 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $466 (+15.9%) Shares 5,773 (+17.0%) Est. Cost $82.51 Unrealized -8.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $323 (+24.4%) Shares 950 (+5.3%) Est. Cost $224.94 Unrealized +37.6%
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $750 (+9.2%) Shares 34,110 (+9.6%) Est. Cost $21.75 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $1,174 (+5.6%) Shares 32,998 (+2.0%) Est. Cost $33.72 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $475 (+14.8%) Shares 44,342 (+4.9%) Est. Cost $9.77 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $512 (+13.6%) Shares 2,116 (+47.9%) Est. Cost $276.73 Unrealized +13.6%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $331 (-14.9%) Shares 15,550 (+19.3%) Est. Cost $16.22 Unrealized
FGDL FRANKLIN TEMPLETON HOLDINGS 0.0%
Value ($000) $357 (+18.8%) Shares 6,202 (+6.6%) Est. Cost $52.03 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $718 (+8.4%) Shares 14,036 (+4.3%) Est. Cost $43.97 Unrealized
ETHV VANECK ETHEREUM TR 0.0%
Value ($000) $327 (-14.6%) Shares 7,520 (+19.8%) Est. Cost $40.00 Unrealized
SRE SEMPRA 0.0%
Value ($000) $324 (+20.5%) Shares 3,674 (+22.8%) Est. Cost $78.29 Unrealized +15.7%
ACM AECOM 0.0%
Value ($000) $205 (-21.1%) Shares 2,147 (+7.9%) Est. Cost $104.45 Unrealized +12.2%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $327 (+19.9%) Shares 6,945 (+7.0%) Est. Cost $42.34 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $269 (+25.2%) Shares 50,769 (+7.2%) Est. Cost $2.93 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $2,360 (-2.2%) Shares 51,833 (+4.6%) Est. Cost $43.68 Unrealized +8.4%
QETH INVESCO GALAXY ETHEREUM ETF 0.0%
Value ($000) $338 (-13.6%) Shares 11,417 (+21.3%) Est. Cost $27.45 Unrealized
ACVF ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $1,211 (+4.4%) Shares 24,514 (+4.2%) Est. Cost $38.67 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,391 (-3.5%) Shares 7,924 (+5.7%) Est. Cost $208.32 Unrealized -13.5%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $567 (+9.6%) Shares 4,097 (+7.1%) Est. Cost $124.71 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $730 (+7.1%) Shares 73,040 (+7.3%) Est. Cost $10.11 Unrealized
DDFS INNOVATOR ETFS TRUST 0.0%
Value ($000) $632 (+8.2%) Shares 29,813 (+6.7%) Est. Cost $20.91 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $622 (+8.3%) Shares 24,718 (+8.4%) Est. Cost $25.03 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $2,539 (-1.8%) Shares 58,257 (+1.4%) Est. Cost $32.97 Unrealized +37.9%
SNA SNAP ON INC 0.0%
Value ($000) $377 (+14.1%) Shares 1,093 (+14.7%) Est. Cost $296.22 Unrealized +14.9%
REAVES UTIL INCOME FD 0.0%
Value ($000) $741 (-5.7%) Shares 20,258 (+2.1%) Est. Cost $31.15 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $692 (+6.9%) Shares 8,024 (+2.2%) Est. Cost $78.15 Unrealized +7.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $943 (+4.8%) Shares 5,083 (+16.9%) Est. Cost $136.66 Unrealized +41.5%
EWP ISHARES INC 0.0%
Value ($000) $366 (+13.1%) Shares 6,783 (+3.8%) Est. Cost $45.44 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $695 (-5.7%) Shares 5,244 (+6.7%) Est. Cost $122.00 Unrealized +20.0%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $403 (+11.3%) Shares 12,192 (+7.9%) Est. Cost $32.14 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,072 (+2.0%) Shares 34,579 (+2.2%) Est. Cost $59.09 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $6,558 (+0.6%) Shares 29,848 (+1.1%) Est. Cost $139.34 Unrealized +52.5%
EUFN ISHARES TR 0.0%
Value ($000) $278 (+16.3%) Shares 7,508 (+7.7%) Est. Cost $32.16 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $354 (+12.3%) Shares 7,541 (+8.2%) Est. Cost $40.05 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $1,561 (+2.5%) Shares 5,716 (+1.5%) Est. Cost $167.59 Unrealized +61.6%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $206 (+23.0%) Shares 15,519 (+13.0%) Est. Cost $9.92 Unrealized +27.3%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $297 (+14.7%) Shares 2,782 (+8.9%) Est. Cost $94.12 Unrealized +5.1%
SAP SAP SE 0.0%
Value ($000) $354 (+12.0%) Shares 1,459 (+23.2%) Est. Cost $244.40 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,415 (+2.8%) Shares 52,836 (+1.7%) Est. Cost $25.78 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $1,691 (+2.3%) Shares 68,363 (+33.9%) Est. Cost $33.00 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $431 (+9.3%) Shares 3,492 (+7.0%) Est. Cost $120.83 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $398 (-7.8%) Shares 3,085 (+1.1%) Est. Cost $106.63 Unrealized +26.4%
ADBE ADOBE INC 0.0%
Value ($000) $4,270 (+0.8%) Shares 12,201 (+1.6%) Est. Cost $442.10 Unrealized -23.1%
BP BP PLC 0.0%
Value ($000) $327 (+10.6%) Shares 9,422 (+9.7%) Est. Cost $28.84 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $714 (-4.1%) Shares 2,511 (+4.1%) Est. Cost $299.44 Unrealized +4.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $300 (+11.2%) Shares 3,662 (+1.8%) Est. Cost $59.55 Unrealized +30.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $3,322 (+0.9%) Shares 11,317 (+5.0%) Est. Cost $206.21 Unrealized +39.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $2,394 (-1.2%) Shares 2,958 (+16.5%) Est. Cost $755.90 Unrealized +14.7%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $386 (+8.1%) Shares 3,049 (+4.5%) Est. Cost $122.28 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2,435 (+1.2%) Shares 24,516 (+2.4%) Est. Cost $72.20 Unrealized +36.8%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $251 (+12.9%) Shares 3,381 (+1.6%) Est. Cost $64.12 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $7,501 (-0.4%) Shares 23,549 (+17.1%) Est. Cost $312.97 Unrealized +13.2%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $1,834 (+1.5%) Shares 20,565 (+3.0%) Est. Cost $80.34 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $461 (+6.1%) Shares 6,330 (+7.1%) Est. Cost $80.99 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $438 (+6.5%) Shares 6,080 (+8.5%) Est. Cost $74.17 Unrealized
CHAT TIDAL TRUST II 0.0%
Value ($000) $339 (+8.5%) Shares 5,751 (+13.1%) Est. Cost $52.04 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $1,785 (+1.5%) Shares 33,756 (+1.8%) Est. Cost $51.85 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.0%
Value ($000) $137 (+21.3%) Shares 18,605 (+20.9%) Est. Cost $7.59 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $735 (+3.3%) Shares 14,204 (+4.2%) Est. Cost $55.91 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $298 (+8.5%) Shares 3,504 (+7.3%) Est. Cost $63.99 Unrealized +36.7%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $272 (+9.2%) Shares 1,607 (+8.6%) Est. Cost $139.28 Unrealized +20.5%
YALL TIDAL TRUST I 0.0%
Value ($000) $924 (+2.5%) Shares 21,372 (+6.6%) Est. Cost $32.83 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $918 (+2.5%) Shares 2,611 (+7.8%) Est. Cost $302.61 Unrealized +20.1%
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $746 (+3.1%) Shares 16,130 (+4.0%) Est. Cost $46.61 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $227 (+10.7%) Shares 9,275 (+3.6%) Est. Cost $15.29 Unrealized +88.4%
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $438 (+5.2%) Shares 59,155 (+7.0%) Est. Cost $6.37 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $2,975 (+0.7%) Shares 37,015 (+8.8%) Est. Cost $67.13 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $345 (+6.6%) Shares 7,588 (+8.5%) Est. Cost $42.52 Unrealized
UXAP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $220 (+9.9%) Shares 5,659 (+7.3%) Est. Cost $38.08 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $623 (-3.1%) Shares 18,843 (+18.6%) Est. Cost $37.96 Unrealized -8.5%
MAS MASCO CORP 0.0%
Value ($000) $220 (-8.3%) Shares 3,468 (+1.7%) Est. Cost $69.81 Unrealized -7.3%
VICI VICI PPTYS INC 0.0%
Value ($000) $202 (-8.1%) Shares 7,186 (+6.6%) Est. Cost $29.55 Unrealized -0.8%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $488 (+3.8%) Shares 12,342 (+3.2%) Est. Cost $40.70 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $233 (+8.0%) Shares 5,055 (+8.4%) Est. Cost $46.23 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $660 (-2.4%) Shares 1,644 (+13.8%) Est. Cost $492.32 Unrealized -15.9%
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $274 (-5.5%) Shares 11,765 (+1.7%) Est. Cost $23.22 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $237 (+7.1%) Shares 6,169 (+8.3%) Est. Cost $37.55 Unrealized +3.5%
IBDW ISHARES TR 0.0%
Value ($000) $381 (+4.2%) Shares 17,994 (+4.6%) Est. Cost $20.52 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $354 (+4.6%) Shares 6,466 (+2.1%) Est. Cost $46.27 Unrealized
KOMP SPDR SERIES TRUST 0.0%
Value ($000) $535 (+2.9%) Shares 8,950 (+7.2%) Est. Cost $50.23 Unrealized
AMCOR PLC 0.0%
Value ($000) $260 (+5.1%) Shares 31,231 (+3.1%) Est. Cost $9.12 Unrealized -9.6%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $328 (+4.0%) Shares 2,820 (+5.5%) Est. Cost $79.94 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $452 (+2.8%) Shares 5,612 (+3.5%) Est. Cost $83.42 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,546 (+0.8%) Shares 16,519 (+1.8%) Est. Cost $89.21 Unrealized +0.9%
HYGH ISHARES U S ETF TR 0.0%
Value ($000) $482 (+2.4%) Shares 5,590 (+3.2%) Est. Cost $86.35 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $1,258 (+0.9%) Shares 101,168 (+3.7%) Est. Cost $8.97 Unrealized +37.6%
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $510 (+2.0%) Shares 22,185 (+2.5%) Est. Cost $22.80 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $704 (+1.4%) Shares 3,371 (+33.7%) Est. Cost $285.31 Unrealized -21.2%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $331 (+3.0%) Shares 5,481 (+8.4%) Est. Cost $54.69 Unrealized +7.8%
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $82 (-8.7%) Shares 13,829 (+2.8%) Est. Cost $6.18 Unrealized -3.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $217 (+3.7%) Shares 12,541 (+9.7%) Est. Cost $25.10 Unrealized -29.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $456 (+1.3%) Shares 4,931 (+2.5%) Est. Cost $78.24 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $152 (+3.8%) Shares 15,196 (+12.4%) Est. Cost $12.62 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $526 (+1.0%) Shares 27,373 (+1.5%) Est. Cost $15.81 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $308 (+1.5%) Shares 6,118 (+1.4%) Est. Cost $50.31 Unrealized
AIPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $835 (-0.5%) Shares 20,859 (+4.5%) Est. Cost $41.53 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $782 (+0.4%) Shares 67,957 (+3.0%) Est. Cost $15.80 Unrealized
SCYB SCHWAB STRATEGIC TR 0.0%
Value ($000) $289 (+1.1%) Shares 10,937 (+2.3%) Est. Cost $26.17 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $210 (-1.3%) Shares 274 (+1.1%) Est. Cost $890.79 Unrealized -12.3%
MET METLIFE INC 0.0%
Value ($000) $665 (+0.4%) Shares 8,422 (+4.7%) Est. Cost $65.94 Unrealized +19.7%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $217 (+0.9%) Shares 1,672 (+1.3%) Est. Cost $118.13 Unrealized +7.2%
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $246 (+0.8%) Shares 5,839 (+3.0%) Est. Cost $40.89 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $568 (-0.3%) Shares 3,233 (+1.2%) Est. Cost $174.55 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $851 (-0.2%) Shares 25,970 (+1.7%) Est. Cost $28.50 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $204 (+0.6%) Shares 3,555 (+4.5%) Est. Cost $48.08 Unrealized +23.7%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1,057 (+0.1%) Shares 14,355 (+1.2%) Est. Cost $78.72 Unrealized -6.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $286 (-0.2%) Shares 4,397 (+3.5%) Est. Cost $48.16 Unrealized +38.8%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $114 (+0.4%) Shares 23,451 (+3.1%) Est. Cost $4.81 Unrealized
CALAMOS GLOBAL TOTAL RETURN 0.0%
Value ($000) $542 (+0.0%) Shares 47,583 (+5.8%) Est. Cost $10.12 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $54 (+0.5%) Shares 16,478 (+6.3%) Est. Cost $3.85 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $1,049 (+0.0%) Shares 54,962 (+1.1%) Est. Cost $19.45 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $298 (-0.0%) Shares 3,924 (+2.3%) Est. Cost $79.05 Unrealized

Exited Positions (85)

INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $28,968 Shares 1,400,084 Est. Cost $22.32 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $16,392 Shares 308,695 Est. Cost $52.81 Unrealized
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $12,704 Shares 278,166 Est. Cost $45.40 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $12,535 Shares 489,440 Est. Cost $25.62 Unrealized
FMC FMC CORP 0.1%
Value ($000) $10,113 Shares 300,710 Est. Cost $49.12 Unrealized -61.4%
ISHARES TR 0.1%
Value ($000) $7,658 Shares 327,742 Est. Cost $23.30 Unrealized
HROW HARROW INC 0.0%
Value ($000) $2,205 Shares 45,775 Est. Cost $37.81 Unrealized +11.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $1,406 Shares 35,884 Est. Cost $19.07 Unrealized
KELLANOVA 0.0%
Value ($000) $1,211 Shares 14,767 Est. Cost $54.82 Unrealized +50.8%
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $1,102 Shares 17,856 Est. Cost $60.57 Unrealized +2.3%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $1,028 Shares 32,558 Est. Cost $39.25 Unrealized -23.4%
BBY BEST BUY INC 0.0%
Value ($000) $1,011 Shares 13,371 Est. Cost $72.61 Unrealized +3.9%
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $992 Shares 5,973 Est. Cost $166.16 Unrealized
FFTY INNOVATOR ETFS TRUST 0.0%
Value ($000) $970 Shares 25,967 Est. Cost $37.36 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $796 Shares 5,571 Est. Cost $133.85 Unrealized
ISHARES TR 0.0%
Value ($000) $750 Shares 29,768 Est. Cost $24.93 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $740 Shares 32,109 Est. Cost $23.77 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $735 Shares 3,758 Est. Cost $190.33 Unrealized -1.6%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $713 Shares 1,304 Est. Cost $384.63 Unrealized +42.9%
DHI D R HORTON INC 0.0%
Value ($000) $707 Shares 4,173 Est. Cost $149.31 Unrealized +1.8%
ISHARES TR 0.0%
Value ($000) $604 Shares 22,530 Est. Cost $26.73 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $549 Shares 14,272 Est. Cost $23.10 Unrealized
NUGT DIREXION SHS ETF TR 0.0%
Value ($000) $526 Shares 3,404 Est. Cost $154.44 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $513 Shares 4,054 Est. Cost $94.53 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $497 Shares 13,041 Est. Cost $38.08 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $485 Shares 10,057 Est. Cost $48.19 Unrealized
BILZ PIMCO ETF TR 0.0%
Value ($000) $477 Shares 4,717 Est. Cost $101.20 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $464 Shares 5,495 Est. Cost $88.37 Unrealized -19.8%
E ENI S P A 0.0%
Value ($000) $454 Shares 12,990 Est. Cost $34.95 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $432 Shares 3,873 Est. Cost $78.30 Unrealized +42.4%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $426 Shares 15,614 Est. Cost $27.31 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $420 Shares 7,937 Est. Cost $49.62 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $413 Shares 10,690 Est. Cost $36.07 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $399 Shares 9,033 Est. Cost $38.73 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $396 Shares 3,776 Est. Cost $73.02 Unrealized
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $387 Shares 11,112 Est. Cost $34.84 Unrealized
OPCH OPTION CARE HEALTH INC 0.0%
Value ($000) $337 Shares 12,153 Est. Cost $28.96 Unrealized +1.4%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $319 Shares 6,297 Est. Cost $50.67 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $312 Shares 6,502 Est. Cost $47.75 Unrealized -13.8%
URNJ SPROTT FDS TR 0.0%
Value ($000) $300 Shares 10,293 Est. Cost $29.15 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $289 Shares 999 Est. Cost $260.36 Unrealized +6.5%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $281 Shares 7,799 Est. Cost $25.09 Unrealized +14.0%
ZS ZSCALER INC 0.0%
Value ($000) $280 Shares 936 Est. Cost $250.56 Unrealized +12.6%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $278 Shares 5,530 Est. Cost $50.35 Unrealized
RDW REDWIRE CORPORATION 0.0%
Value ($000) $278 Shares 30,920 Est. Cost $11.38 Unrealized -35.6%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $276 Shares 12,634 Est. Cost $22.03 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $275 Shares 8,342 Est. Cost $31.60 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $258 Shares 13,769 Est. Cost $12.24 Unrealized +42.1%
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $253 Shares 4,922 Est. Cost $50.63 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $253 Shares 745 Est. Cost $283.87 Unrealized +21.4%
UTES ETFIS SER TR I 0.0%
Value ($000) $250 Shares 2,994 Est. Cost $63.81 Unrealized
UNILEVER PLC 0.0%
Value ($000) $246 Shares 4,155 Est. Cost $59.54 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $230 Shares 3,427 Est. Cost $62.91 Unrealized +0.8%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $229 Shares 5,983 Est. Cost $37.01 Unrealized
INNOVATOR ETFS TRUST 0.0%
Value ($000) $226 Shares 9,476 Est. Cost $24.02 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $226 Shares 2,903 Est. Cost $31.14 Unrealized +20.0%
FAST FASTENAL CO 0.0%
Value ($000) $226 Shares 4,612 Est. Cost $46.94 Unrealized -10.5%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $225 Shares 1,688 Est. Cost $123.01 Unrealized +7.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $225 Shares 1,081 Est. Cost $204.85 Unrealized -13.6%
ESTC ELASTIC N V 0.0%
Value ($000) $225 Shares 2,662 Est. Cost $84.19 Unrealized -3.1%
ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $224 Shares 311,350 Est. Cost $4.20 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $223 Shares 448 Est. Cost $453.89 Unrealized +1.8%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $222 Shares 2,006 Est. Cost $110.80 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $221 Shares 2,240 Est. Cost $97.07 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $208 Shares 2,274 Est. Cost $96.17 Unrealized -7.2%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $208 Shares 979 Est. Cost $157.94 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $207 Shares 5,699 Est. Cost $36.35 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $206 Shares 8,406 Est. Cost $24.48 Unrealized
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $206 Shares 4,395 Est. Cost $46.85 Unrealized
BAGY AMPLIFY ETF TR 0.0%
Value ($000) $203 Shares 3,735 Est. Cost $54.35 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $203 Shares 9,283 Est. Cost $21.29 Unrealized -3.4%
HYDB ISHARES TR 0.0%
Value ($000) $202 Shares 4,231 Est. Cost $47.85 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $201 Shares 1,455 Est. Cost $130.53 Unrealized +4.0%
CTVA CORTEVA INC 0.0%
Value ($000) $200 Shares 2,960 Est. Cost $72.16 Unrealized -10.6%
TYA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $181 Shares 13,313 Est. Cost $13.49 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $113 Shares 11,902 Est. Cost $9.80 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $106 Shares 11,218 Est. Cost $9.31 Unrealized -1.1%
BBDC BARINGS BDC INC 0.0%
Value ($000) $105 Shares 12,008 Est. Cost $6.42 Unrealized +35.3%
BEEP MOBILE INFRASTRUCTURE CORP 0.0%
Value ($000) $78 Shares 22,043 Est. Cost $3.97 Unrealized -21.0%
TIDAL TRUST II 0.0%
Value ($000) $63 Shares 11,529 Est. Cost $5.47 Unrealized
FATAQ FAT BRANDS INC 0.0%
Value ($000) $63 Shares 32,225 Est. Cost $4.41 Unrealized -72.8%
SAVA CASSAVA SCIENCES INC 0.0%
Value ($000) $49 Shares 16,753 Est. Cost $23.91 Unrealized -86.6%
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $46 Shares 10,738 Est. Cost $2.63 Unrealized +68.1%
NMRA NEUMORA THERAPEUTICS INC. 0.0%
Value ($000) $42 Shares 23,201 Est. Cost $1.62 Unrealized +35.5%
SACH SACHEM CAP CORP 0.0%
Value ($000) $19 Shares 17,152 Est. Cost $3.00 Unrealized

Decreased Positions (394)

UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $998 (-98.4%) Shares 24,992 (-98.4%) Est. Cost $37.53 Unrealized
UJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $947 (-98.4%) Shares 25,319 (-98.5%) Est. Cost $36.59 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,309 (-94.7%) Shares 85,394 (-94.8%) Est. Cost $37.99 Unrealized
JAAA JANUS DETROIT STR TR 0.3%
Value ($000) $28,311 (-67.3%) Shares 559,725 (-67.1%) Est. Cost $50.75 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,335 (-83.5%) Shares 155,588 (-83.9%) Est. Cost $35.51 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $8,361 (-78.4%) Shares 199,634 (-78.7%) Est. Cost $39.74 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,855 (-81.1%) Shares 147,637 (-81.5%) Est. Cost $44.83 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,290 (-95.3%) Shares 25,421 (-95.4%) Est. Cost $49.56 Unrealized
BJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $843 (-96.8%) Shares 18,045 (-96.9%) Est. Cost $45.57 Unrealized
BFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,137 (-89.1%) Shares 64,464 (-89.5%) Est. Cost $41.77 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value ($000) $2,185 (-91.6%) Shares 42,226 (-91.6%) Est. Cost $51.79 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2,343 (-85.7%) Shares 4,137 (-88.7%) Est. Cost $443.44 Unrealized +20.1%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $397 (-97.1%) Shares 2,304 (-98.0%) Est. Cost $81.60 Unrealized +85.7%
SHLD GLOBAL X FDS 0.0%
Value ($000) $340 (-97.4%) Shares 5,241 (-97.2%) Est. Cost $70.24 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3,401 (-78.4%) Shares 13,221 (-75.3%) Est. Cost $275.96 Unrealized -4.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $312 (-97.5%) Shares 14,847 (-97.5%) Est. Cost $21.16 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1,199 (-90.1%) Shares 5,659 (-89.3%) Est. Cost $206.36 Unrealized +4.0%
CLOZ SERIES PORTFOLIOS TR 0.0%
Value ($000) $325 (-96.9%) Shares 12,258 (-96.9%) Est. Cost $26.94 Unrealized
BAMD NORTHERN LTS FD TR IV 1.0%
Value ($000) $86,750 (-10.2%) Shares 2,889,707 (-6.1%) Est. Cost $28.44 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $44,926 (+27.1%) Shares 41,804 (-9.8%) Est. Cost $484.30 Unrealized +97.3%
GOOGL ALPHABET INC 0.9%
Value ($000) $77,850 (+13.2%) Shares 248,721 (-12.1%) Est. Cost $126.16 Unrealized +126.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $2,769 (-74.6%) Shares 40,506 (-66.7%) Est. Cost $63.31 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $19,646 (-27.6%) Shares 98,912 (-29.1%) Est. Cost $137.25 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $573 (-91.9%) Shares 1,833 (-90.9%) Est. Cost $287.76 Unrealized +13.4%
AAPL APPLE INC 1.8%
Value ($000) $153,456 (+3.8%) Shares 564,466 (-2.8%) Est. Cost $139.36 Unrealized +92.6%
GLD SPDR GOLD TR 0.8%
Value ($000) $66,555 (+8.9%) Shares 167,937 (-2.3%) Est. Cost $204.60 Unrealized
USMV ISHARES TR 0.9%
Value ($000) $80,445 (-6.2%) Shares 854,348 (-5.2%) Est. Cost $63.82 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value ($000) $35,902 (-12.7%) Shares 392,883 (-12.3%) Est. Cost $91.58 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $18,728 (-21.0%) Shares 156,955 (-19.8%) Est. Cost $119.90 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $10,675 (-29.3%) Shares 122,472 (-27.5%) Est. Cost $121.04 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $32,942 (-11.1%) Shares 70,276 (-7.0%) Est. Cost $262.21 Unrealized +94.2%
PULS PGIM ETF TR 0.0%
Value ($000) $273 (-93.8%) Shares 5,512 (-93.7%) Est. Cost $49.66 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $7,731 (-33.7%) Shares 155,708 (-13.2%) Est. Cost $40.77 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,085 (-56.0%) Shares 25,838 (-11.8%) Est. Cost $208.54 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $4,493 (-46.2%) Shares 58,934 (-29.6%) Est. Cost $61.61 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $21,557 (+20.4%) Shares 100,659 (-9.1%) Est. Cost $117.48 Unrealized +91.2%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $489 (-88.2%) Shares 20,053 (-83.4%) Est. Cost $21.89 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $52,961 (-6.1%) Shares 117,765 (-7.2%) Est. Cost $221.90 Unrealized +99.8%
BAMG NORTHERN LTS FD TR IV 1.4%
Value ($000) $126,668 (+2.8%) Shares 3,156,445 (-2.4%) Est. Cost $29.95 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $5,956 (-35.7%) Shares 61,937 (-35.5%) Est. Cost $96.05 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $229 (-93.5%) Shares 12,924 (-92.7%) Est. Cost $19.70 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $2,319 (-57.8%) Shares 15,260 (-10.4%) Est. Cost $215.13 Unrealized +7.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $596 (-83.4%) Shares 7,484 (-80.5%) Est. Cost $98.03 Unrealized -15.0%
JSI JANUS DETROIT STR TR 0.1%
Value ($000) $6,167 (-32.7%) Shares 118,451 (-32.4%) Est. Cost $52.27 Unrealized
HPQ HP INC 0.1%
Value ($000) $9,890 (-21.8%) Shares 443,915 (-4.4%) Est. Cost $27.11 Unrealized -6.9%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $38,390 (-6.5%) Shares 537,524 (-3.8%) Est. Cost $55.36 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $9,028 (-22.4%) Shares 89,536 (-5.1%) Est. Cost $122.87 Unrealized -11.9%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $10,106 (-19.8%) Shares 628,491 (-4.4%) Est. Cost $16.64 Unrealized +4.9%
IWV ISHARES TR 0.2%
Value ($000) $18,538 (-11.5%) Shares 47,919 (-13.3%) Est. Cost $257.62 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value ($000) $2,577 (-48.3%) Shares 25,968 (-48.1%) Est. Cost $99.43 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2,628 (-46.8%) Shares 9,416 (-44.0%) Est. Cost $263.70 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,330 (-63.1%) Shares 26,677 (-63.9%) Est. Cost $41.27 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $15,824 (-11.8%) Shares 305,787 (-14.5%) Est. Cost $35.16 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $7,014 (-22.1%) Shares 81,776 (-30.6%) Est. Cost $70.46 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $16,764 (-10.6%) Shares 611,138 (-11.0%) Est. Cost $33.28 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $10,748 (+21.5%) Shares 102,105 (-3.1%) Est. Cost $81.79 Unrealized +14.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $9,805 (-15.9%) Shares 404,310 (-9.7%) Est. Cost $29.98 Unrealized -17.9%
SO SOUTHERN CO 0.1%
Value ($000) $12,681 (-12.4%) Shares 145,426 (-4.8%) Est. Cost $72.43 Unrealized +25.5%
ABBV ABBVIE INC 0.2%
Value ($000) $20,887 (-7.7%) Shares 91,414 (-6.4%) Est. Cost $122.08 Unrealized +86.4%
IAU ISHARES GOLD TR 0.3%
Value ($000) $23,521 (+7.7%) Shares 289,772 (-3.4%) Est. Cost $37.72 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $15,905 (-9.5%) Shares 33,604 (-10.4%) Est. Cost $395.85 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $13,064 (-11.2%) Shares 194,037 (-6.2%) Est. Cost $57.92 Unrealized +20.1%
BAMV NORTHERN LTS FD TR IV 1.0%
Value ($000) $90,785 (-1.8%) Shares 2,801,127 (-3.2%) Est. Cost $28.94 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $733 (-68.7%) Shares 6,939 (-65.9%) Est. Cost $104.78 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $13,047 (-10.7%) Shares 113,951 (-13.7%) Est. Cost $99.46 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $11,844 (-11.3%) Shares 112,312 (-3.6%) Est. Cost $75.38 Unrealized +46.3%
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $25,222 (-5.6%) Shares 236,381 (-7.5%) Est. Cost $58.88 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $12,149 (-10.9%) Shares 215,528 (-3.9%) Est. Cost $54.54 Unrealized +5.2%
BAMU NORTHERN LTS FD TR IV 0.8%
Value ($000) $68,289 (-2.1%) Shares 2,716,336 (-1.5%) Est. Cost $25.14 Unrealized
MOAT VANECK ETF TRUST 0.3%
Value ($000) $28,898 (-4.8%) Shares 279,045 (-8.9%) Est. Cost $79.20 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $13,988 (-9.4%) Shares 322,200 (-12.0%) Est. Cost $31.30 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $18,488 (-7.1%) Shares 296,429 (-5.3%) Est. Cost $48.25 Unrealized
ARKQ ARK ETF TR 0.1%
Value ($000) $5,273 (-21.0%) Shares 45,988 (-23.1%) Est. Cost $69.39 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $18,850 (-6.9%) Shares 218,547 (-8.4%) Est. Cost $69.84 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $490 (-72.1%) Shares 12,647 (-63.5%) Est. Cost $37.80 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $11,287 (-10.0%) Shares 192,647 (-6.0%) Est. Cost $53.52 Unrealized +11.7%
STIP ISHARES TR 0.1%
Value ($000) $9,483 (-11.6%) Shares 92,620 (-10.8%) Est. Cost $101.54 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,708 (-17.7%) Shares 118,924 (-15.2%) Est. Cost $47.97 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $3,244 (-27.5%) Shares 53,919 (-30.7%) Est. Cost $52.30 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $5,037 (-19.5%) Shares 40,015 (-9.3%) Est. Cost $110.30 Unrealized +27.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,885 (-39.1%) Shares 35,667 (-31.2%) Est. Cost $65.20 Unrealized -14.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $11,005 (-9.2%) Shares 236,675 (-1.5%) Est. Cost $57.02 Unrealized -16.8%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $9,716 (-10.1%) Shares 74,610 (-2.7%) Est. Cost $144.68 Unrealized -6.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $13,833 (-7.2%) Shares 118,018 (-2.1%) Est. Cost $85.81 Unrealized +41.7%
CCI CROWN CASTLE INC 0.1%
Value ($000) $9,677 (-9.6%) Shares 108,884 (-1.8%) Est. Cost $96.85 Unrealized -5.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $29,165 (+3.4%) Shares 242,351 (-3.1%) Est. Cost $78.06 Unrealized +48.0%
LEN LENNAR CORP 0.0%
Value ($000) $3,093 (-23.3%) Shares 30,084 (-6.0%) Est. Cost $123.58 Unrealized -2.3%
AON AON PLC 0.0%
Value ($000) $834 (-51.8%) Shares 2,363 (-51.3%) Est. Cost $342.67 Unrealized +1.9%
EFG ISHARES TR 0.0%
Value ($000) $1,328 (-40.2%) Shares 11,654 (-40.2%) Est. Cost $95.98 Unrealized
BAMA NORTHERN LTS FD TR IV 0.5%
Value ($000) $42,443 (-2.1%) Shares 1,251,678 (-3.2%) Est. Cost $27.48 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $13,338 (-6.2%) Shares 27,576 (-3.2%) Est. Cost $401.95 Unrealized +18.5%
BAMY NORTHERN LTS FD TR IV 0.4%
Value ($000) $38,734 (-2.2%) Shares 1,393,299 (-2.7%) Est. Cost $26.20 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $12,005 (-6.6%) Shares 65,969 (-4.0%) Est. Cost $162.80 Unrealized +11.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $11,721 (-6.5%) Shares 426,364 (-3.7%) Est. Cost $14.01 Unrealized +92.0%
BAMO NORTHERN LTS FD TR IV 0.4%
Value ($000) $39,290 (-2.0%) Shares 1,206,257 (-3.5%) Est. Cost $27.41 Unrealized
INTU INTUIT 0.2%
Value ($000) $14,603 (-5.2%) Shares 22,046 (-2.2%) Est. Cost $704.56 Unrealized -6.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,699 (-31.8%) Shares 20,179 (-31.4%) Est. Cost $86.38 Unrealized -2.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,402 (-18.7%) Shares 21,931 (-19.2%) Est. Cost $131.71 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $2,039 (-27.6%) Shares 14,888 (-24.7%) Est. Cost $119.42 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $14,160 (+5.7%) Shares 115,370 (-4.4%) Est. Cost $70.49 Unrealized +71.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $8,629 (-8.2%) Shares 264,538 (-10.2%) Est. Cost $38.25 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $3,458 (-18.1%) Shares 15,937 (-3.2%) Est. Cost $202.88 Unrealized +7.8%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $219 (-77.3%) Shares 3,670 (-77.8%) Est. Cost $56.69 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $8,399 (+9.0%) Shares 71,981 (-5.2%) Est. Cost $73.14 Unrealized +41.7%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $2,504 (-21.4%) Shares 49,004 (-21.1%) Est. Cost $49.77 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $407 (-62.5%) Shares 8,279 (-62.4%) Est. Cost $49.20 Unrealized
SPYM SPDR SERIES TRUST 0.6%
Value ($000) $48,579 (-1.4%) Shares 605,575 (-3.7%) Est. Cost $50.88 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $20,390 (-3.1%) Shares 133,786 (-1.3%) Est. Cost $127.00 Unrealized +19.2%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $583 (-52.3%) Shares 64,904 (-3.0%) Est. Cost $15.86 Unrealized -7.0%
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $30,719 (-1.9%) Shares 523,056 (-1.7%) Est. Cost $58.91 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $12,365 (+5.1%) Shares 109,541 (-3.4%) Est. Cost $99.80 Unrealized +6.7%
KEY KEYCORP 0.1%
Value ($000) $12,639 (+4.9%) Shares 612,333 (-5.0%) Est. Cost $18.08 Unrealized +2.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,514 (-27.8%) Shares 7,275 (-25.5%) Est. Cost $151.05 Unrealized +35.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $3,856 (-12.9%) Shares 24,923 (-2.7%) Est. Cost $150.43 Unrealized +8.4%
XBJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $421 (-57.6%) Shares 13,183 (-58.5%) Est. Cost $27.93 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $13,499 (+4.4%) Shares 252,972 (-5.5%) Est. Cost $39.60 Unrealized +23.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $3,207 (-14.9%) Shares 23,244 (-17.0%) Est. Cost $191.74 Unrealized -28.6%
IWX ISHARES TR 0.0%
Value ($000) $226 (-71.1%) Shares 2,465 (-72.4%) Est. Cost $84.19 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $1,000 (-35.5%) Shares 3,095 (-36.1%) Est. Cost $273.92 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $757 (-42.1%) Shares 11,107 (-43.1%) Est. Cost $78.20 Unrealized -15.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3,225 (-14.5%) Shares 55,234 (-1.7%) Est. Cost $78.39 Unrealized -17.3%
ABT ABBOTT LABS 0.1%
Value ($000) $5,124 (-9.5%) Shares 40,896 (-3.3%) Est. Cost $105.60 Unrealized +20.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $791 (-40.2%) Shares 15,555 (-34.8%) Est. Cost $85.24 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $9,596 (-5.2%) Shares 204,989 (-5.2%) Est. Cost $42.30 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $4,765 (-9.9%) Shares 13,230 (-18.4%) Est. Cost $255.09 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $5,383 (-8.9%) Shares 173,859 (-6.9%) Est. Cost $32.82 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $9,235 (-5.3%) Shares 144,210 (-5.6%) Est. Cost $56.84 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $2,282 (-18.1%) Shares 47,911 (-2.4%) Est. Cost $40.95 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $1,215 (-29.2%) Shares 9,621 (-25.8%) Est. Cost $100.88 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $12,227 (-3.9%) Shares 704,717 (-4.4%) Est. Cost $12.19 Unrealized +33.6%
FLOT ISHARES TR 0.0%
Value ($000) $3,194 (-12.8%) Shares 62,796 (-12.4%) Est. Cost $50.62 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $4,946 (-8.6%) Shares 20,509 (-4.8%) Est. Cost $146.24 Unrealized +64.0%
WDAY WORKDAY INC 0.0%
Value ($000) $3,185 (-12.8%) Shares 14,828 (-2.2%) Est. Cost $231.22 Unrealized -1.7%
EFV ISHARES TR 0.2%
Value ($000) $13,321 (-3.4%) Shares 186,541 (-8.2%) Est. Cost $57.27 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $7,681 (-5.6%) Shares 172,712 (-6.8%) Est. Cost $38.19 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $10,896 (-4.0%) Shares 106,426 (-3.7%) Est. Cost $110.70 Unrealized -7.7%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $2,758 (-13.6%) Shares 63,197 (-16.8%) Est. Cost $37.33 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $345 (-55.7%) Shares 6,085 (-56.9%) Est. Cost $50.48 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $1,583 (-21.4%) Shares 42,344 (-20.6%) Est. Cost $34.99 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $3,440 (+14.2%) Shares 47,081 (-1.4%) Est. Cost $50.89 Unrealized +28.4%
SHY ISHARES TR 0.1%
Value ($000) $9,233 (-4.3%) Shares 111,482 (-4.2%) Est. Cost $83.99 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $230 (-64.1%) Shares 7,036 (-65.6%) Est. Cost $30.69 Unrealized
AOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,172 (-15.4%) Shares 81,736 (-16.4%) Est. Cost $24.83 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $1,551 (-20.2%) Shares 3,720 (-17.4%) Est. Cost $311.58 Unrealized +33.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,764 (+27.4%) Shares 8,584 (-2.7%) Est. Cost $63.88 Unrealized +193.9%
IWS ISHARES TR 0.0%
Value ($000) $860 (-30.4%) Shares 6,100 (-31.1%) Est. Cost $121.45 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $1,343 (-21.3%) Shares 44,106 (-9.1%) Est. Cost $35.17 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,716 (-17.5%) Shares 66,572 (-18.5%) Est. Cost $25.05 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $5,772 (-5.6%) Shares 17,485 (-1.3%) Est. Cost $410.45 Unrealized -17.8%
SHV ISHARES TR 0.0%
Value ($000) $693 (-32.4%) Shares 6,293 (-32.2%) Est. Cost $110.08 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $2,361 (-11.9%) Shares 18,294 (-7.1%) Est. Cost $73.77 Unrealized +81.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $13,408 (-2.3%) Shares 116,275 (-4.7%) Est. Cost $74.77 Unrealized +57.4%
TFC TRUIST FINL CORP 0.2%
Value ($000) $15,669 (+2.0%) Shares 318,403 (-5.3%) Est. Cost $34.71 Unrealized +31.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $3,783 (-7.2%) Shares 229,440 (-3.4%) Est. Cost $13.78 Unrealized
CGUI CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $1,522 (-16.1%) Shares 60,162 (-16.1%) Est. Cost $25.18 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,454 (-10.6%) Shares 44,809 (-12.1%) Est. Cost $45.32 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $543 (-34.8%) Shares 2,401 (-2.8%) Est. Cost $132.24 Unrealized +125.3%
AGQ PROSHARES TR II 0.0%
Value ($000) $234 (-54.9%) Shares 1,508 (-77.8%) Est. Cost $76.24 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $399 (-38.9%) Shares 9,702 (-29.8%) Est. Cost $47.21 Unrealized -12.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $7,432 (-3.2%) Shares 250,995 (-4.9%) Est. Cost $33.39 Unrealized
OCTJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,164 (-17.5%) Shares 48,577 (-17.8%) Est. Cost $24.10 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $12,430 (+2.0%) Shares 207,099 (-6.0%) Est. Cost $59.47 Unrealized -3.6%
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $486 (-33.6%) Shares 5,907 (-36.3%) Est. Cost $59.95 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $1,505 (-13.8%) Shares 12,240 (-2.9%) Est. Cost $125.30 Unrealized +2.7%
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $8,889 (-2.6%) Shares 191,699 (-2.8%) Est. Cost $45.96 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $2,208 (-9.8%) Shares 23,717 (-9.5%) Est. Cost $92.87 Unrealized
JAJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,491 (-8.4%) Shares 85,723 (-9.7%) Est. Cost $26.80 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $410 (-35.6%) Shares 15,745 (-35.7%) Est. Cost $25.72 Unrealized
PSEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $35,226 (-0.6%) Shares 805,750 (-2.4%) Est. Cost $42.40 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $3,967 (+6.0%) Shares 71,858 (-5.9%) Est. Cost $55.17 Unrealized -6.0%
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,236 (-3.5%) Shares 138,754 (-5.7%) Est. Cost $41.18 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $305 (-42.3%) Shares 6,516 (-43.6%) Est. Cost $39.00 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $797 (-21.7%) Shares 10,833 (-24.0%) Est. Cost $68.01 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1,602 (-12.1%) Shares 66,679 (-10.1%) Est. Cost $16.27 Unrealized +44.0%
JBL JABIL INC 0.0%
Value ($000) $451 (-32.3%) Shares 1,978 (-35.5%) Est. Cost $217.63 Unrealized -2.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $2,238 (-8.7%) Shares 7,776 (-17.7%) Est. Cost $235.13 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $888 (-19.2%) Shares 4,244 (-19.1%) Est. Cost $184.40 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $401 (-34.3%) Shares 15,474 (-18.3%) Est. Cost $36.26 Unrealized -20.6%
CTAS CINTAS CORP 0.0%
Value ($000) $629 (-24.7%) Shares 3,344 (-17.8%) Est. Cost $193.21 Unrealized -2.6%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $305 (-40.3%) Shares 2,986 (-41.7%) Est. Cost $95.00 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $3,070 (-6.3%) Shares 15,451 (-4.2%) Est. Cost $140.98 Unrealized +43.3%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $10,765 (-1.8%) Shares 242,401 (-5.4%) Est. Cost $36.84 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $764 (-20.6%) Shares 13,012 (-18.3%) Est. Cost $89.24 Unrealized -37.5%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2,682 (-6.9%) Shares 8,879 (-8.2%) Est. Cost $285.17 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $227 (-46.3%) Shares 2,671 (-46.8%) Est. Cost $64.87 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $5,384 (+3.8%) Shares 107,893 (-4.1%) Est. Cost $40.43 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,782 (+11.5%) Shares 7,786 (-3.4%) Est. Cost $224.36 Unrealized -2.1%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $1,093 (-14.4%) Shares 9,299 (-18.5%) Est. Cost $71.96 Unrealized +48.8%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,324 (-12.0%) Shares 52,782 (-11.9%) Est. Cost $34.72 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1,989 (-8.3%) Shares 9,646 (-3.0%) Est. Cost $206.37 Unrealized -1.9%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $606 (-22.7%) Shares 7,344 (-24.5%) Est. Cost $58.47 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $675 (-20.3%) Shares 18,334 (-19.7%) Est. Cost $40.19 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $645 (-21.0%) Shares 3,274 (-14.0%) Est. Cost $113.62 Unrealized +86.2%
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $695 (-19.4%) Shares 23,917 (-20.6%) Est. Cost $26.92 Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,493 (-9.8%) Shares 28,142 (-12.2%) Est. Cost $48.77 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,277 (-11.0%) Shares 16,012 (-10.8%) Est. Cost $81.00 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $257 (-37.9%) Shares 6,709 (-33.3%) Est. Cost $35.84 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,007 (-13.4%) Shares 36,932 (-11.2%) Est. Cost $29.37 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1,029 (+17.5%) Shares 14,830 (-3.9%) Est. Cost $42.42 Unrealized +47.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,018 (-13.1%) Shares 4,132 (-8.0%) Est. Cost $211.80 Unrealized +16.9%
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5,018 (-2.9%) Shares 109,376 (-3.0%) Est. Cost $46.10 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $1,164 (-11.2%) Shares 1,087 (-3.3%) Est. Cost $964.72 Unrealized +12.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $795 (-15.6%) Shares 8,603 (-14.9%) Est. Cost $57.81 Unrealized +63.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,528 (-8.5%) Shares 25,417 (-3.5%) Est. Cost $45.75 Unrealized +31.3%
CMI CUMMINS INC 0.0%
Value ($000) $984 (+16.4%) Shares 1,927 (-3.6%) Est. Cost $257.68 Unrealized +81.0%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $1,952 (-6.5%) Shares 82,449 (-5.5%) Est. Cost $23.47 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1,266 (-9.3%) Shares 43,709 (-13.1%) Est. Cost $68.17 Unrealized
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,483 (-7.9%) Shares 40,327 (-10.4%) Est. Cost $32.39 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $606 (-17.3%) Shares 47,045 (-3.8%) Est. Cost $15.70 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $592 (-17.4%) Shares 23,775 (-10.9%) Est. Cost $33.00 Unrealized
F FORD MTR CO 0.2%
Value ($000) $13,315 (+0.9%) Shares 1,014,879 (-8.0%) Est. Cost $10.48 Unrealized +22.5%
IDEV ISHARES TR 0.0%
Value ($000) $1,031 (-10.7%) Shares 12,501 (-13.2%) Est. Cost $68.79 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $1,416 (+9.3%) Shares 4,537 (-1.2%) Est. Cost $265.02 Unrealized +10.3%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $269 (-30.7%) Shares 1,557 (-26.1%) Est. Cost $160.55 Unrealized +16.7%
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $11,906 (+1.0%) Shares 248,096 (-7.4%) Est. Cost $41.05 Unrealized +13.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $2,239 (+5.6%) Shares 29,071 (-6.2%) Est. Cost $44.99 Unrealized +64.0%
STBA S & T BANCORP INC 0.0%
Value ($000) $1,863 (-6.0%) Shares 47,345 (-10.2%) Est. Cost $21.96 Unrealized +75.8%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $311 (-27.2%) Shares 6,638 (-28.0%) Est. Cost $42.41 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $16,390 (+0.7%) Shares 288,514 (-1.9%) Est. Cost $42.63 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $205 (-35.8%) Shares 6,077 (-39.3%) Est. Cost $31.89 Unrealized
CGIB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $254 (-31.0%) Shares 10,010 (-30.9%) Est. Cost $25.25 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,384 (-7.4%) Shares 51,805 (-8.3%) Est. Cost $25.93 Unrealized
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,147 (-3.3%) Shares 75,988 (-5.8%) Est. Cost $35.05 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $312 (-25.9%) Shares 7,266 (-27.2%) Est. Cost $37.19 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $687 (-13.7%) Shares 12,757 (-13.3%) Est. Cost $58.94 Unrealized
APRJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,357 (-7.4%) Shares 55,051 (-7.4%) Est. Cost $24.66 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $382 (-21.8%) Shares 7,088 (-9.3%) Est. Cost $58.58 Unrealized -2.6%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $255 (-29.3%) Shares 3,516 (-52.2%) Est. Cost $48.19 Unrealized +48.1%
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $1,120 (-8.6%) Shares 49,954 (-8.5%) Est. Cost $22.17 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,582 (+7.1%) Shares 3,388 (-2.2%) Est. Cost $196.26 Unrealized +136.3%
ZFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $830 (-11.2%) Shares 32,717 (-12.7%) Est. Cost $23.86 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,648 (-2.2%) Shares 198,881 (-1.7%) Est. Cost $27.81 Unrealized
ARGT GLOBAL X FDS 0.0%
Value ($000) $510 (+24.5%) Shares 5,580 (-5.0%) Est. Cost $57.22 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $821 (-10.8%) Shares 9,133 (-2.3%) Est. Cost $115.43 Unrealized -18.1%
ZTS ZOETIS INC 0.0%
Value ($000) $291 (-24.9%) Shares 2,311 (-12.6%) Est. Cost $180.63 Unrealized -27.9%
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $510 (-15.6%) Shares 10,686 (-14.8%) Est. Cost $49.11 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $215 (-30.3%) Shares 964 (-7.0%) Est. Cost $207.17 Unrealized +28.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $5,956 (-1.5%) Shares 28,123 (-3.0%) Est. Cost $189.36 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,426 (-6.1%) Shares 11,694 (-22.9%) Est. Cost $85.65 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $309 (-23.1%) Shares 7,845 (-9.4%) Est. Cost $34.17 Unrealized +19.5%
IHI ISHARES TR 0.0%
Value ($000) $877 (-9.6%) Shares 14,106 (-12.6%) Est. Cost $70.57 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $261 (-26.1%) Shares 11,392 (-23.1%) Est. Cost $22.23 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $254 (-26.6%) Shares 9,575 (-26.4%) Est. Cost $26.05 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1,771 (-4.9%) Shares 16,175 (-14.6%) Est. Cost $99.28 Unrealized +1.9%
MTB M & T BK CORP 0.0%
Value ($000) $703 (-11.1%) Shares 3,489 (-12.8%) Est. Cost $146.39 Unrealized +29.9%
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $561 (-13.0%) Shares 10,036 (-14.9%) Est. Cost $54.73 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $568 (-12.8%) Shares 2,115 (-19.8%) Est. Cost $312.98 Unrealized -18.8%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $733 (-10.2%) Shares 6,056 (-12.0%) Est. Cost $85.86 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,438 (-2.3%) Shares 141,069 (-2.2%) Est. Cost $30.60 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1,213 (-6.2%) Shares 14,463 (-1.9%) Est. Cost $85.41 Unrealized -0.2%
IWN ISHARES TR 0.1%
Value ($000) $5,445 (-1.4%) Shares 30,048 (-3.8%) Est. Cost $132.34 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,326 (+1.4%) Shares 95,842 (-1.4%) Est. Cost $45.19 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $223 (-24.4%) Shares 1,283 (-17.0%) Est. Cost $142.31 Unrealized +27.9%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $948 (-6.6%) Shares 4,221 (-7.7%) Est. Cost $157.99 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $247 (-21.4%) Shares 9,338 (-19.9%) Est. Cost $33.92 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $497 (-11.8%) Shares 9,383 (-13.5%) Est. Cost $51.91 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $647 (+11.4%) Shares 4,489 (-1.1%) Est. Cost $109.50 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $314 (-17.2%) Shares 13,872 (-16.9%) Est. Cost $22.32 Unrealized
ZMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $511 (-11.1%) Shares 20,114 (-12.3%) Est. Cost $24.73 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $3,042 (-2.1%) Shares 15,233 (-3.9%) Est. Cost $108.14 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,005 (+0.7%) Shares 343,307 (-1.3%) Est. Cost $29.80 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,923 (-3.1%) Shares 35,064 (-5.1%) Est. Cost $53.66 Unrealized
ZMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $887 (-6.3%) Shares 32,244 (-7.7%) Est. Cost $26.04 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $1,103 (-5.1%) Shares 9,242 (-5.0%) Est. Cost $119.77 Unrealized
APRH INNOVATOR ETFS TRUST 0.0%
Value ($000) $963 (-5.8%) Shares 38,946 (-5.5%) Est. Cost $24.75 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $663 (+9.8%) Shares 1,874 (-2.6%) Est. Cost $296.30 Unrealized +14.8%
DDTL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,773 (-3.0%) Shares 84,722 (-5.1%) Est. Cost $20.47 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $630 (-7.9%) Shares 11,401 (-5.9%) Est. Cost $41.24 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $569 (+10.4%) Shares 2,890 (-6.4%) Est. Cost $97.52 Unrealized +74.6%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $5,729 (+0.9%) Shares 121,833 (-1.7%) Est. Cost $41.24 Unrealized
VSEC VSE CORP 0.0%
Value ($000) $1,206 (-4.1%) Shares 6,982 (-7.7%) Est. Cost $106.92 Unrealized +59.9%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,267 (-3.9%) Shares 28,595 (-3.7%) Est. Cost $43.32 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $834 (+6.5%) Shares 6,963 (-2.2%) Est. Cost $93.65 Unrealized +22.6%
IXN ISHARES TR 0.0%
Value ($000) $767 (-6.2%) Shares 7,306 (-7.8%) Est. Cost $77.36 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $377 (-11.6%) Shares 13,645 (-11.2%) Est. Cost $27.28 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $301 (-14.0%) Shares 1,323 (-6.7%) Est. Cost $206.79 Unrealized +2.7%
AUGM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $302 (-13.6%) Shares 8,870 (-14.5%) Est. Cost $32.92 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $410 (+13.0%) Shares 3,669 (-2.5%) Est. Cost $87.16 Unrealized +15.9%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 (-16.9%) Shares 7,350 (-17.8%) Est. Cost $45.18 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $335 (+16.2%) Shares 1,107 (-2.8%) Est. Cost $183.99 Unrealized +49.4%
IBDR ISHARES TR 0.0%
Value ($000) $762 (-5.5%) Shares 31,430 (-5.2%) Est. Cost $24.00 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $522 (-7.7%) Shares 11,093 (-7.9%) Est. Cost $35.99 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $971 (-4.3%) Shares 9,726 (-19.2%) Est. Cost $49.88 Unrealized +80.8%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $1,675 (-2.5%) Shares 37,643 (-2.4%) Est. Cost $39.77 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $861 (-4.8%) Shares 15,922 (-2.2%) Est. Cost $54.70 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $815 (-5.0%) Shares 899 (-3.5%) Est. Cost $808.07 Unrealized +18.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $253 (-14.2%) Shares 3,968 (-13.5%) Est. Cost $70.51 Unrealized -13.0%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $275 (-13.0%) Shares 6,659 (-12.4%) Est. Cost $41.14 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $683 (-5.7%) Shares 11,306 (-9.5%) Est. Cost $53.12 Unrealized +16.3%
IYK ISHARES TR 0.0%
Value ($000) $249 (-14.1%) Shares 3,718 (-12.2%) Est. Cost $105.38 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $202 (-16.7%) Shares 10,748 (-16.3%) Est. Cost $19.57 Unrealized -7.8%
FSK FS KKR CAP CORP 0.0%
Value ($000) $206 (-16.4%) Shares 13,913 (-15.7%) Est. Cost $12.87 Unrealized +14.2%
DOW DOW INC 0.0%
Value ($000) $475 (-7.7%) Shares 20,307 (-9.4%) Est. Cost $41.83 Unrealized -45.6%
RPM RPM INTL INC 0.0%
Value ($000) $227 (-14.7%) Shares 2,178 (-3.3%) Est. Cost $111.11 Unrealized -2.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $613 (-6.0%) Shares 7,639 (-2.3%) Est. Cost $53.66 Unrealized +51.1%
DEO DIAGEO PLC 0.0%
Value ($000) $244 (-13.7%) Shares 2,827 (-4.5%) Est. Cost $136.21 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $4,217 (-0.9%) Shares 21,730 (-4.4%) Est. Cost $219.80 Unrealized -13.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,943 (-1.9%) Shares 14,637 (-3.1%) Est. Cost $89.99 Unrealized +47.1%
PEP PEPSICO INC 0.1%
Value ($000) $8,349 (+0.5%) Shares 58,175 (-1.7%) Est. Cost $137.91 Unrealized +5.8%
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value ($000) $217 (-14.8%) Shares 18,597 (-2.6%) Est. Cost $10.11 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $498 (-7.0%) Shares 11,722 (-8.9%) Est. Cost $38.86 Unrealized
PAUG INNOVATOR ETFS TRUST 0.4%
Value ($000) $38,253 (-0.1%) Shares 884,459 (-1.9%) Est. Cost $41.35 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $838 (-3.9%) Shares 17,462 (-6.0%) Est. Cost $45.09 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $814 (-4.0%) Shares 15,065 (-7.5%) Est. Cost $48.37 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $145 (-18.7%) Shares 23,060 (-10.8%) Est. Cost $5.53 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $18,115 (+0.2%) Shares 121,828 (-1.9%) Est. Cost $72.91 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $372 (-7.9%) Shares 598 (-6.7%) Est. Cost $394.89 Unrealized +57.3%
IJT ISHARES TR 0.0%
Value ($000) $1,266 (-2.5%) Shares 8,967 (-2.2%) Est. Cost $118.73 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $1,247 (-2.4%) Shares 3,339 (-4.5%) Est. Cost $237.19 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $200 (-13.2%) Shares 6,595 (-14.6%) Est. Cost $29.91 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $205 (-12.7%) Shares 5,200 (-14.3%) Est. Cost $35.68 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $582 (-4.8%) Shares 4,101 (-5.8%) Est. Cost $135.50 Unrealized +6.9%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $2,328 (-1.2%) Shares 24,715 (-1.1%) Est. Cost $87.03 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $743 (-3.7%) Shares 14,408 (-5.7%) Est. Cost $46.80 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $231 (-11.0%) Shares 2,526 (-12.8%) Est. Cost $80.19 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $343 (-7.6%) Shares 12,739 (-4.4%) Est. Cost $28.45 Unrealized
CSX CSX CORP 0.0%
Value ($000) $747 (-3.4%) Shares 20,595 (-5.4%) Est. Cost $30.77 Unrealized +16.0%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $237 (-9.9%) Shares 2,872 (-10.5%) Est. Cost $53.67 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $457 (-5.3%) Shares 40,695 (-2.2%) Est. Cost $10.95 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $274 (-8.3%) Shares 6,547 (-7.9%) Est. Cost $41.78 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,512 (+1.7%) Shares 40,966 (-7.6%) Est. Cost $32.18 Unrealized +17.3%
HEFA ISHARES TR 0.0%
Value ($000) $887 (+2.9%) Shares 21,449 (-1.5%) Est. Cost $36.07 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1,225 (-1.9%) Shares 8,970 (-3.3%) Est. Cost $90.31 Unrealized +44.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $274 (+9.4%) Shares 3,296 (-11.6%) Est. Cost $67.46 Unrealized +10.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $5,371 (-0.4%) Shares 18,131 (-5.1%) Est. Cost $139.33 Unrealized +114.4%
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,222 (+1.8%) Shares 33,148 (-1.1%) Est. Cost $29.49 Unrealized
DEHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $206 (-9.3%) Shares 6,402 (-14.1%) Est. Cost $30.54 Unrealized
UMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,080 (-1.9%) Shares 29,541 (-3.8%) Est. Cost $32.29 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $421 (-4.7%) Shares 8,553 (-3.4%) Est. Cost $43.18 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $790 (-2.5%) Shares 31,054 (-2.3%) Est. Cost $25.09 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $202 (-9.1%) Shares 23,463 (-14.1%) Est. Cost $8.11 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $229 (-8.0%) Shares 2,299 (-1.6%) Est. Cost $76.06 Unrealized +32.8%
TGT TARGET CORP 0.0%
Value ($000) $443 (-4.2%) Shares 4,527 (-12.1%) Est. Cost $153.63 Unrealized -40.4%
EIRL ISHARES TR 0.0%
Value ($000) $565 (+3.5%) Shares 7,686 (-5.0%) Est. Cost $63.55 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $792 (-2.3%) Shares 32,627 (-2.1%) Est. Cost $23.97 Unrealized
TRIN TRINITY CAP INC 0.0%
Value ($000) $190 (-9.0%) Shares 12,992 (-3.8%) Est. Cost $14.18 Unrealized -0.6%
EWU ISHARES TR 0.0%
Value ($000) $462 (-3.9%) Shares 10,502 (-8.3%) Est. Cost $39.12 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $258 (-6.5%) Shares 4,301 (-6.5%) Est. Cost $59.52 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $214 (-7.6%) Shares 1,780 (-1.5%) Est. Cost $84.38 Unrealized +46.4%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,007 (-1.7%) Shares 8,847 (-1.9%) Est. Cost $105.77 Unrealized
KAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $296 (-5.2%) Shares 11,166 (-7.1%) Est. Cost $25.04 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $566 (-2.7%) Shares 20,956 (-5.4%) Est. Cost $24.09 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,280 (-1.2%) Shares 32,053 (-2.9%) Est. Cost $30.85 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $180 (-7.8%) Shares 10,953 (-13.1%) Est. Cost $15.48 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $337 (-4.3%) Shares 2,770 (-3.6%) Est. Cost $107.77 Unrealized
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $301 (-4.7%) Shares 4,144 (-6.6%) Est. Cost $71.11 Unrealized
JULJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $949 (-1.5%) Shares 38,066 (-1.3%) Est. Cost $24.73 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $264 (+5.6%) Shares 3,086 (-3.0%) Est. Cost $51.68 Unrealized +54.2%
CALF PACER FDS TR 0.0%
Value ($000) $214 (-5.9%) Shares 4,820 (-7.2%) Est. Cost $41.93 Unrealized
IBTM ISHARES TR 0.0%
Value ($000) $367 (-3.5%) Shares 15,891 (-3.3%) Est. Cost $22.64 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $266 (-4.8%) Shares 19,464 (-5.7%) Est. Cost $20.47 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $331 (+4.2%) Shares 3,407 (-5.2%) Est. Cost $56.71 Unrealized +58.3%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $396 (-3.2%) Shares 15,370 (-2.8%) Est. Cost $26.06 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $920 (-1.4%) Shares 11,396 (-2.0%) Est. Cost $59.83 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $371 (-3.4%) Shares 3,422 (-1.1%) Est. Cost $92.58 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $465 (-2.7%) Shares 1,560 (-3.3%) Est. Cost $237.84 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $263 (+5.1%) Shares 2,981 (-1.3%) Est. Cost $80.11 Unrealized +4.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $495 (+2.6%) Shares 5,925 (-2.0%) Est. Cost $67.97 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $341 (+3.8%) Shares 11,150 (-1.7%) Est. Cost $18.40 Unrealized +51.5%
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $423 (-2.8%) Shares 9,514 (-4.8%) Est. Cost $40.24 Unrealized
REM ISHARES TR 0.0%
Value ($000) $259 (-4.5%) Shares 11,696 (-5.4%) Est. Cost $36.19 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $62 (+24.5%) Shares 22,683 (-1.0%) Est. Cost $9.78 Unrealized -76.4%
ZJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $780 (-1.5%) Shares 26,831 (-2.7%) Est. Cost $27.73 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $399 (-2.8%) Shares 5,379 (-5.1%) Est. Cost $49.67 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,202 (+0.2%) Shares 156,663 (-1.6%) Est. Cost $33.24 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $294 (-3.7%) Shares 2,235 (-5.1%) Est. Cost $109.37 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $241 (-4.4%) Shares 1,309 (-1.1%) Est. Cost $128.45 Unrealized +41.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $248 (-4.2%) Shares 2,915 (-12.6%) Est. Cost $90.49 Unrealized -9.3%
QCAP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $251 (-3.7%) Shares 10,600 (-5.4%) Est. Cost $22.77 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $873 (-1.0%) Shares 6,542 (-2.6%) Est. Cost $108.41 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $65 (-11.1%) Shares 10,553 (-8.2%) Est. Cost $1.76 Unrealized +298.6%
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $537 (+1.3%) Shares 9,773 (-1.9%) Est. Cost $46.21 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $397 (+1.6%) Shares 9,326 (-8.9%) Est. Cost $31.33 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $25 (-20.1%) Shares 12,883 (-5.5%) Est. Cost $18.44 Unrealized -85.8%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $342 (-1.8%) Shares 1,360 (-4.6%) Est. Cost $161.05 Unrealized
JUNM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $329 (-1.8%) Shares 9,600 (-3.0%) Est. Cost $31.44 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $302 (-1.8%) Shares 7,117 (-3.6%) Est. Cost $38.59 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $280 (-1.9%) Shares 2,062 (-12.3%) Est. Cost $126.78 Unrealized -1.8%
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $620 (+0.8%) Shares 13,844 (-1.5%) Est. Cost $39.77 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $2,138 (-0.2%) Shares 10,165 (-3.4%) Est. Cost $159.11 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $485 (-0.7%) Shares 8,504 (-2.6%) Est. Cost $49.85 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $1,071 (+0.3%) Shares 15,617 (-4.3%) Est. Cost $58.56 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $398 (+0.8%) Shares 6,821 (-8.3%) Est. Cost $29.41 Unrealized +82.2%
GABELLI EQUITY TR INC 0.0%
Value ($000) $151 (-1.9%) Shares 24,550 (-3.2%) Est. Cost $5.63 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $421 (-0.6%) Shares 10,639 (-2.4%) Est. Cost $34.92 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $2,352 (-0.1%) Shares 25,849 (-2.7%) Est. Cost $82.53 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $85 (-2.7%) Shares 10,989 (-23.3%) Est. Cost $11.40 Unrealized -27.8%
DJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $560 (-0.4%) Shares 11,833 (-2.2%) Est. Cost $41.41 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $299 (-0.5%) Shares 5,571 (-2.4%) Est. Cost $44.99 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $379 (+0.2%) Shares 7,085 (-2.0%) Est. Cost $48.18 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $245 (-0.3%) Shares 5,430 (-5.3%) Est. Cost $42.96 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $388 (-0.1%) Shares 10,223 (-6.2%) Est. Cost $35.69 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $709 (-0.0%) Shares 2,253 (-2.3%) Est. Cost $188.39 Unrealized
NOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,225 (-0.0%) Shares 21,156 (-1.9%) Est. Cost $42.96 Unrealized

Unchanged Positions (120)

CAT CATERPILLAR INC 0.4%
Value ($000) $34,963 Shares 61,031 Est. Cost $261.31 Unrealized +112.6%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $22,209 Shares 86,420 Est. Cost $166.31 Unrealized +44.0%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $14,494 Shares 222,677 Est. Cost $42.89 Unrealized +42.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $16,091 Shares 395,073 Est. Cost $37.33 Unrealized +8.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $6,667 Shares 123,598 Est. Cost $46.82 Unrealized +1.5%
IWM ISHARES TR 0.8%
Value ($000) $65,661 Shares 266,742 Est. Cost $221.68 Unrealized
QYLD GLOBAL X FDS 0.3%
Value ($000) $23,637 Shares 1,337,693 Est. Cost $20.12 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $3,953 Shares 26,760 Est. Cost $110.50 Unrealized
BAMB NORTHERN LTS FD TR IV 0.7%
Value ($000) $60,021 Shares 2,276,118 Est. Cost $25.59 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $10,105 Shares 183,727 Est. Cost $37.37 Unrealized +40.9%
PSN PARSONS CORP DEL 0.0%
Value ($000) $1,667 Shares 26,967 Est. Cost $86.11 Unrealized -9.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2,312 Shares 11,894 Est. Cost $216.90 Unrealized -3.2%
IXUS ISHARES TR 0.3%
Value ($000) $23,434 Shares 276,872 Est. Cost $69.58 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $25,393 Shares 415,387 Est. Cost $49.37 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $2,350 Shares 11,573 Est. Cost $236.16 Unrealized -10.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2,394 Shares 24,134 Est. Cost $137.87 Unrealized -32.7%
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $28,834 Shares 1,399,728 Est. Cost $20.28 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $9,926 Shares 58,033 Est. Cost $144.69 Unrealized +18.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,942 Shares 17,315 Est. Cost $137.54 Unrealized -15.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $3,226 Shares 16,537 Est. Cost $179.36 Unrealized +8.7%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $613 Shares 9,062 Est. Cost $44.48 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1,047 Shares 6,179 Est. Cost $102.42 Unrealized +54.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $528 Shares 18,333 Est. Cost $15.76 Unrealized +48.3%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $1,965 Shares 140,091 Est. Cost $14.22 Unrealized -5.5%
DRSK ETF SER SOLUTIONS 0.4%
Value ($000) $30,687 Shares 1,077,889 Est. Cost $28.31 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $2,749 Shares 4,494 Est. Cost $437.99 Unrealized +47.8%
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $23,273 Shares 1,235,611 Est. Cost $18.34 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,637 Shares 5,051 Est. Cost $265.09 Unrealized +26.0%
PFE PFIZER INC 0.1%
Value ($000) $6,736 Shares 270,517 Est. Cost $26.08 Unrealized -4.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $660 Shares 3,791 Est. Cost $55.87 Unrealized +227.8%
NVS NOVARTIS AG 0.0%
Value ($000) $1,668 Shares 12,097 Est. Cost $90.44 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $522 Shares 17,521 Est. Cost $9.00 Unrealized +262.8%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $213 Shares 11,715 Est. Cost $26.36 Unrealized -23.8%
PTC PTC INC 0.0%
Value ($000) $617 Shares 3,544 Est. Cost $71.72 Unrealized +159.1%
EVRG EVERGY INC 0.0%
Value ($000) $1,873 Shares 25,833 Est. Cost $52.16 Unrealized +44.7%
MAGS LISTED FDS TR 0.1%
Value ($000) $6,834 Shares 103,602 Est. Cost $54.78 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $597 Shares 2,875 Est. Cost $279.06 Unrealized -35.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,498 Shares 26,452 Est. Cost $36.78 Unrealized
TFLO ISHARES TR 0.6%
Value ($000) $50,595 Shares 1,002,671 Est. Cost $50.58 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $535 Shares 2,632 Est. Cost $166.80 Unrealized +11.2%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $235 Shares 8,098 Est. Cost $35.86 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $5,310 Shares 44,182 Est. Cost $109.82 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $754 Shares 3,052 Est. Cost $261.54 Unrealized -3.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,274 Shares 42,638 Est. Cost $35.28 Unrealized -19.1%
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,937 Shares 62,811 Est. Cost $26.62 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $754 Shares 1,937 Est. Cost $221.80 Unrealized +86.5%
IHDG WISDOMTREE TR 0.0%
Value ($000) $879 Shares 18,069 Est. Cost $45.11 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3,510 Shares 52,818 Est. Cost $61.23 Unrealized +7.2%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $14,619 Shares 185,492 Est. Cost $78.07 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $397 Shares 9,285 Est. Cost $40.26 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $447 Shares 1,149 Est. Cost $264.75 Unrealized +41.7%
ADSK AUTODESK INC 0.0%
Value ($000) $610 Shares 2,062 Est. Cost $288.80 Unrealized +4.8%
EXEL EXELIXIS INC 0.0%
Value ($000) $705 Shares 16,082 Est. Cost $40.19 Unrealized +2.9%
DE DEERE & CO 0.0%
Value ($000) $1,816 Shares 3,902 Est. Cost $341.17 Unrealized +37.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $4,393 Shares 23,731 Est. Cost $113.79 Unrealized +58.2%
TJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $4,621 Shares 169,075 Est. Cost $25.71 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,082 Shares 4,020 Est. Cost $213.45 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,709 Shares 43,530 Est. Cost $35.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $243 Shares 535 Est. Cost $417.92 Unrealized +3.1%
GGG GRACO INC 0.0%
Value ($000) $830 Shares 10,121 Est. Cost $70.16 Unrealized +16.8%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,907 Shares 19,689 Est. Cost $98.59 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $274 Shares 615 Est. Cost $341.60 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,506 Shares 36,253 Est. Cost $38.99 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $2,456 Shares 29,010 Est. Cost $74.72 Unrealized
PPL PPL CORP 0.0%
Value ($000) $479 Shares 13,690 Est. Cost $27.21 Unrealized +31.7%
EMXC ISHARES INC 0.0%
Value ($000) $360 Shares 4,959 Est. Cost $58.98 Unrealized
BSTP INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,028 Shares 27,680 Est. Cost $28.95 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $281 Shares 1,089 Est. Cost $252.55 Unrealized +3.3%
AOM ISHARES TR 0.0%
Value ($000) $3,448 Shares 72,240 Est. Cost $41.54 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $442 Shares 1,684 Est. Cost $224.46 Unrealized +18.4%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $155 Shares 20,467 Est. Cost $17.03 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $427 Shares 10,369 Est. Cost $37.08 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $595 Shares 8,314 Est. Cost $69.37 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $383 Shares 8,218 Est. Cost $33.56 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $2,146 Shares 22,339 Est. Cost $82.74 Unrealized +17.4%
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,199 Shares 29,042 Est. Cost $39.15 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $783 Shares 19,131 Est. Cost $37.28 Unrealized
UDR UDR INC 0.0%
Value ($000) $1,079 Shares 29,422 Est. Cost $48.72 Unrealized -27.1%
TRMB TRIMBLE INC 0.0%
Value ($000) $320 Shares 4,080 Est. Cost $56.97 Unrealized +39.9%
AEE AMEREN CORP 0.0%
Value ($000) $323 Shares 3,233 Est. Cost $78.50 Unrealized +29.9%
DSI ISHARES TR 0.0%
Value ($000) $835 Shares 6,478 Est. Cost $90.22 Unrealized
QQH NORTHERN LTS FD TR III 0.0%
Value ($000) $1,413 Shares 18,265 Est. Cost $40.61 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $284 Shares 1,032 Est. Cost $266.92 Unrealized +4.6%
FALN ISHARES TR 0.0%
Value ($000) $765 Shares 28,038 Est. Cost $28.62 Unrealized
AAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $650 Shares 22,871 Est. Cost $25.57 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $453 Shares 10,213 Est. Cost $42.69 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $3,451 Shares 189,409 Est. Cost $17.18 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $556 Shares 16,505 Est. Cost $26.02 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $11 Shares 11,855 Est. Cost $4.84 Unrealized -70.8%
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,715 Shares 61,168 Est. Cost $26.64 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $422 Shares 1,405 Est. Cost $209.92 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $572 Shares 8,571 Est. Cost $45.63 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $1,982 Shares 9,384 Est. Cost $185.87 Unrealized
IBDU ISHARES TR 0.0%
Value ($000) $747 Shares 31,896 Est. Cost $22.83 Unrealized
MSSS NORTHERN LTS FD TR IV 0.0%
Value ($000) $408 Shares 13,477 Est. Cost $25.61 Unrealized
KAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $227 Shares 6,459 Est. Cost $32.39 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $269 Shares 8,137 Est. Cost $28.63 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $7,548 Shares 10 Est. Cost $686343.50 Unrealized +8.8%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $340 Shares 8,216 Est. Cost $40.56 Unrealized
AJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $410 Shares 14,728 Est. Cost $24.97 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $158 Shares 15,089 Est. Cost $9.64 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $2,332 Shares 25,226 Est. Cost $80.72 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $251 Shares 3,994 Est. Cost $59.43 Unrealized
ZJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $339 Shares 12,615 Est. Cost $26.08 Unrealized
JULH INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,426 Shares 57,204 Est. Cost $24.64 Unrealized
MDPL NORTHERN LTS FD TR IV 0.0%
Value ($000) $382 Shares 14,240 Est. Cost $26.40 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $792 Shares 15,895 Est. Cost $49.88 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $378 Shares 3,959 Est. Cost $106.04 Unrealized
QCJL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $225 Shares 9,486 Est. Cost $22.36 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $233 Shares 2,317 Est. Cost $108.72 Unrealized -12.2%
RLI RLI CORP 0.0%
Value ($000) $232 Shares 3,630 Est. Cost $65.39 Unrealized -6.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $217 Shares 7,685 Est. Cost $26.25 Unrealized
OCTH INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,394 Shares 58,199 Est. Cost $24.22 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $377 Shares 13,073 Est. Cost $30.42 Unrealized
VGZ VISTA GOLD CORP 0.0%
Value ($000) $24 Shares 12,000 Est. Cost $1.30 Unrealized +48.3%
BSMQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $207 Shares 8,746 Est. Cost $23.61 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $207 Shares 8,757 Est. Cost $23.55 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $525 Shares 20,587 Est. Cost $25.35 Unrealized
FBK FB FINL CORP 0.0%
Value ($000) $298 Shares 5,348 Est. Cost $31.72 Unrealized +75.3%
MPRO NORTHERN LTS FD TR IV 0.0%
Value ($000) $202 Shares 6,576 Est. Cost $30.51 Unrealized