Aptus Capital Advisors, LLC Diversified Active

CIK: 0001664193 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $13,962,074 (100.0% shares, 0.0% debt)

Holdings (1,662)

New Positions (163)

XLF SELECT SECTOR SPDR TR 3.9%
Value ($000) $547,700 Shares 10,000,000 Est. Cost $49.93 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $157,890 Shares 1,500,000 Est. Cost $83.88 Unrealized +11.2%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $72,965 Shares 107,000 Est. Cost $495.53 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $39,034 Shares 461,177 Est. Cost $84.64 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $36,534 Shares 1,738,078 Est. Cost $21.02 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $13,394 Shares 28,300 Est. Cost $369.61 Unrealized
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $7,798 Shares 232,706 Est. Cost $33.51 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $6,366 Shares 50,300 Est. Cost $130.09 Unrealized 0.0%
WINA WINMARK CORP 0.0%
Value ($000) $4,855 Shares 11,989 Est. Cost $427.84 Unrealized 0.0%
DCI DONALDSON INC 0.0%
Value ($000) $4,791 Shares 54,035 Est. Cost $86.42 Unrealized 0.0%
AGX ARGAN INC 0.0%
Value ($000) $4,760 Shares 15,192 Est. Cost $316.84 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $4,684 Shares 22,713 Est. Cost $202.35 Unrealized 0.0%
FHEQ FIDELITY GREENWOOD STREET TR 0.0%
Value ($000) $4,684 Shares 151,525 Est. Cost $30.91 Unrealized
DBAW DBX ETF TR 0.0%
Value ($000) $3,899 Shares 94,577 Est. Cost $41.22 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $3,718 Shares 247,889 Est. Cost $15.00 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,709 Shares 98,264 Est. Cost $37.74 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $3,639 Shares 55,548 Est. Cost $65.51 Unrealized
JANB ETF SER SOLUTIONS 0.0%
Value ($000) $2,135 Shares 83,253 Est. Cost $25.65 Unrealized
FYEE FIDELITY GREENWOOD STREET TR 0.0%
Value ($000) $1,994 Shares 69,542 Est. Cost $28.68 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,928 Shares 35,151 Est. Cost $54.84 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $1,780 Shares 27,216 Est. Cost $65.40 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $1,383 Shares 26,806 Est. Cost $51.60 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $1,261 Shares 21,512 Est. Cost $54.61 Unrealized 0.0%
TRPA HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $1,234 Shares 31,705 Est. Cost $38.91 Unrealized
OCTB ETF SER SOLUTIONS 0.0%
Value ($000) $1,189 Shares 46,547 Est. Cost $25.55 Unrealized
JULB ETF SER SOLUTIONS 0.0%
Value ($000) $1,164 Shares 45,458 Est. Cost $25.60 Unrealized
APRB ETF SER SOLUTIONS 0.0%
Value ($000) $1,064 Shares 41,570 Est. Cost $25.59 Unrealized
QFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,057 Shares 30,835 Est. Cost $34.28 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $1,028 Shares 1,800 Est. Cost $475.66 Unrealized +17.5%
FESM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $813 Shares 21,521 Est. Cost $37.78 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $798 Shares 46,109 Est. Cost $17.64 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $727 Shares 2,100 Est. Cost $150.76 Unrealized +136.8%
TTE TOTALENERGIES SE 0.0%
Value ($000) $628 Shares 9,600 Est. Cost $63.23 Unrealized 0.0%
PALC PACER FDS TR 0.0%
Value ($000) $558 Shares 10,686 Est. Cost $52.24 Unrealized
TSPA T ROWE PRICE ETF INC 0.0%
Value ($000) $539 Shares 12,608 Est. Cost $42.78 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $527 Shares 8,000 Est. Cost $65.85 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $491 Shares 14,258 Est. Cost $33.87 Unrealized 0.0%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $395 Shares 5,843 Est. Cost $67.64 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $366 Shares 1,035 Est. Cost $340.01 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $363 Shares 1,870 Est. Cost $171.51 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $349 Shares 7,187 Est. Cost $47.08 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $349 Shares 12,442 Est. Cost $27.24 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $345 Shares 10,000 Est. Cost $33.87 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $311 Shares 6,010 Est. Cost $41.86 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.0%
Value ($000) $306 Shares 21,675 Est. Cost $14.14 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $306 Shares 2,330 Est. Cost $117.40 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $301 Shares 1,516 Est. Cost $202.09 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $295 Shares 17,461 Est. Cost $17.37 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $290 Shares 900 Est. Cost $166.19 Unrealized +86.3%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $283 Shares 15,890 Est. Cost $17.75 Unrealized 0.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $278 Shares 6,333 Est. Cost $41.37 Unrealized 0.0%
PTNQ PACER FDS TR 0.0%
Value ($000) $277 Shares 3,522 Est. Cost $78.65 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $276 Shares 1,568 Est. Cost $163.37 Unrealized 0.0%
CGBD CARLYLE SECURED LENDING INC 0.0%
Value ($000) $266 Shares 21,291 Est. Cost $12.06 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $257 Shares 1,306 Est. Cost $211.53 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $257 Shares 1,154 Est. Cost $198.37 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $255 Shares 4,228 Est. Cost $61.77 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $255 Shares 880 Est. Cost $280.03 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $253 Shares 450 Est. Cost $567.64 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $250 Shares 592 Est. Cost $371.73 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $247 Shares 2,099 Est. Cost $107.08 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $242 Shares 3,476 Est. Cost $57.32 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $242 Shares 1,252 Est. Cost $171.50 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $242 Shares 4,273 Est. Cost $56.62 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $241 Shares 4,535 Est. Cost $40.88 Unrealized 0.0%
PAMC PACER FDS TR 0.0%
Value ($000) $240 Shares 5,159 Est. Cost $46.60 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $240 Shares 5,851 Est. Cost $41.08 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $236 Shares 1,667 Est. Cost $144.87 Unrealized 0.0%
GDLC GRAYSCALE COINDESK CRYPTO 0.0%
Value ($000) $234 Shares 5,665 Est. Cost $41.32 Unrealized
OUSM ALPS ETF TR 0.0%
Value ($000) $227 Shares 5,182 Est. Cost $43.74 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $225 Shares 462 Est. Cost $465.69 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $221 Shares 1,772 Est. Cost $119.13 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $220 Shares 5,583 Est. Cost $40.85 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $217 Shares 7,423 Est. Cost $28.08 Unrealized 0.0%
DDFN INNOVATOR ETFS TRUST 0.0%
Value ($000) $214 Shares 11,170 Est. Cost $19.17 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $213 Shares 9,816 Est. Cost $19.73 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $211 Shares 3,155 Est. Cost $75.46 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $207 Shares 375 Est. Cost $549.62 Unrealized 0.0%
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $205 Shares 2,136 Est. Cost $96.12 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $204 Shares 2,503 Est. Cost $84.91 Unrealized 0.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $203 Shares 4,047 Est. Cost $50.05 Unrealized
STE STERIS PLC 0.0%
Value ($000) $200 Shares 789 Est. Cost $251.13 Unrealized 0.0%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $171 Shares 11,883 Est. Cost $14.35 Unrealized
PFFR ETFIS SER TR I 0.0%
Value ($000) $164 Shares 9,112 Est. Cost $18.02 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $130 Shares 2,944 Est. Cost $44.05 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $121 Shares 3,183 Est. Cost $38.00 Unrealized
DDFD INNOVATOR ETFS TRUST 0.0%
Value ($000) $107 Shares 5,600 Est. Cost $19.15 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $95 Shares 2,027 Est. Cost $47.02 Unrealized
DBB INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $93 Shares 4,056 Est. Cost $22.94 Unrealized
MTGP WISDOMTREE TR 0.0%
Value ($000) $89 Shares 2,004 Est. Cost $44.54 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value ($000) $81 Shares 11,929 Est. Cost $8.31 Unrealized 0.0%
EPRX EUPRAXIA PHARMACEUTICALS INC 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $6.16 Unrealized 0.0%
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $71 Shares 1,528 Est. Cost $46.22 Unrealized
DDFO INNOVATOR ETFS TRUST 0.0%
Value ($000) $70 Shares 3,250 Est. Cost $21.62 Unrealized
KPLT KATAPULT HOLDINGS INC 0.0%
Value ($000) $65 Shares 10,122 Est. Cost $8.95 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $63 Shares 800 Est. Cost $64.04 Unrealized +23.3%
DDWM WISDOMTREE TR 0.0%
Value ($000) $62 Shares 1,420 Est. Cost $43.54 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $60 Shares 2,359 Est. Cost $25.52 Unrealized
DRLL EA SERIES TRUST 0.0%
Value ($000) $57 Shares 1,999 Est. Cost $28.53 Unrealized
WTMF WISDOMTREE TR 0.0%
Value ($000) $57 Shares 1,491 Est. Cost $38.02 Unrealized
NB NIOCORP DEVS LTD 0.0%
Value ($000) $53 Shares 10,061 Est. Cost $6.88 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $51 Shares 300 Est. Cost $125.86 Unrealized +25.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 400 Est. Cost $118.26 Unrealized +19.0%
WTV WISDOMTREE TR 0.0%
Value ($000) $47 Shares 504 Est. Cost $93.30 Unrealized
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $3.83 Unrealized 0.0%
STXK EA SERIES TRUST 0.0%
Value ($000) $35 Shares 1,058 Est. Cost $33.27 Unrealized
GCC WISDOMTREE TR 0.0%
Value ($000) $34 Shares 1,587 Est. Cost $21.15 Unrealized
ABTC AMERICAN BITCOIN CORP. 0.0%
Value ($000) $33 Shares 19,675 Est. Cost $4.17 Unrealized 0.0%
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $21.20 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $32 Shares 431 Est. Cost $73.30 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $27 Shares 160 Est. Cost $165.81 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $24 Shares 491 Est. Cost $49.29 Unrealized
EES WISDOMTREE TR 0.0%
Value ($000) $23 Shares 410 Est. Cost $56.93 Unrealized
DBE INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $23 Shares 1,336 Est. Cost $17.46 Unrealized
QVMM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $23 Shares 734 Est. Cost $30.78 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $18 Shares 634 Est. Cost $28.06 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $16 Shares 1,335 Est. Cost $12.20 Unrealized
OGIG ALPS ETF TR 0.0%
Value ($000) $16 Shares 295 Est. Cost $52.57 Unrealized
QWLD SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 104 Est. Cost $143.25 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $15 Shares 600 Est. Cost $30.71 Unrealized -19.8%
DBP INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $13 Shares 126 Est. Cost $102.81 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 381 Est. Cost $33.90 Unrealized
EMGF ISHARES INC 0.0%
Value ($000) $13 Shares 218 Est. Cost $57.85 Unrealized
DBEM DBX ETF TR 0.0%
Value ($000) $11 Shares 345 Est. Cost $31.84 Unrealized
VFMV VANGUARD WELLINGTON FD 0.0%
Value ($000) $11 Shares 84 Est. Cost $130.37 Unrealized
UEVM VICTORY PORTFOLIOS II 0.0%
Value ($000) $10 Shares 187 Est. Cost $55.44 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $10 Shares 239 Est. Cost $41.66 Unrealized
EEMA ISHARES INC 0.0%
Value ($000) $10 Shares 103 Est. Cost $94.02 Unrealized
SBIO ALPS ETF TR 0.0%
Value ($000) $9 Shares 180 Est. Cost $51.22 Unrealized
SHYM BLACKROCK ETF TRUST II 0.0%
Value ($000) $7 Shares 313 Est. Cost $22.22 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.47 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6 Shares 104 Est. Cost $56.30 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 205 Est. Cost $27.43 Unrealized
TIME TIDAL TRUST II 0.0%
Value ($000) $5 Shares 215 Est. Cost $24.76 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 177 Est. Cost $27.95 Unrealized
EFNL ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.82 Unrealized
ZAP GLOBAL X FDS 0.0%
Value ($000) $5 Shares 162 Est. Cost $29.06 Unrealized
RDOG ALPS ETF TR 0.0%
Value ($000) $4 Shares 125 Est. Cost $35.89 Unrealized
TOUS T ROWE PRICE ETF INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $34.50 Unrealized
XVV ISHARES TR 0.0%
Value ($000) $4 Shares 80 Est. Cost $52.70 Unrealized
BIDD BLACKROCK ETF TRUST 0.0%
Value ($000) $4 Shares 143 Est. Cost $28.82 Unrealized
BCD ABRDN ETFS 0.0%
Value ($000) $4 Shares 127 Est. Cost $30.96 Unrealized
UTEN RBB FD INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $44.06 Unrealized
RMIF ETF SER SOLUTIONS 0.0%
Value ($000) $4 Shares 153 Est. Cost $24.79 Unrealized
EMXF ISHARES TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $46.53 Unrealized
CBTO CALAMOS ETF TR 0.0%
Value ($000) $3 Shares 160 Est. Cost $21.51 Unrealized
BUZZ VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.49 Unrealized
SNPE DBX ETF TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.46 Unrealized
GARP ISHARES TR 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.09 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $3 Shares 32 Est. Cost $89.75 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $57.69 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $2 Shares 27 Est. Cost $91.19 Unrealized
MSTX TIDAL TRUST II 0.0%
Value ($000) $2 Shares 557 Est. Cost $3.85 Unrealized
EDEN ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.50 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.41 Unrealized
ESPO VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $103.60 Unrealized
IDX VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 58 Est. Cost $16.52 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.00 Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.40 Unrealized
AIEQ AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.10 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 4 Est. Cost $108.75 Unrealized
METV LISTED FDS TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.80 Unrealized
TTEQ T ROWE PRICE ETF INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.60 Unrealized

Increased Positions (679)

VXUS VANGUARD STAR FDS 2.8%
Value ($000) $388,737 (+5274.0%) Shares 5,152,926 (+5133.0%) Est. Cost $75.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $72,965 (+109428.1%) Shares 107,000 (+106900.0%) Est. Cost $495.53 Unrealized
ACIO ETF SER SOLUTIONS 4.8%
Value ($000) $666,481 (+11.2%) Shares 15,251,275 (+10.6%) Est. Cost $34.35 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $107,318 (+142.1%) Shares 174,698 (+136.6%) Est. Cost $569.72 Unrealized
DRSK ETF SER SOLUTIONS 3.2%
Value ($000) $444,924 (+14.8%) Shares 15,627,811 (+16.2%) Est. Cost $27.65 Unrealized
IBDX ISHARES TR 1.1%
Value ($000) $159,028 (+34.6%) Shares 6,229,049 (+35.1%) Est. Cost $25.07 Unrealized
IDUB ETF SER SOLUTIONS 1.2%
Value ($000) $173,251 (+26.5%) Shares 7,120,889 (+22.4%) Est. Cost $21.13 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $34,490 (+11314.3%) Shares 204,362 (+9664.1%) Est. Cost $168.38 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $318,939 (+10.8%) Shares 1,173,172 (+3.8%) Est. Cost $181.66 Unrealized +47.7%
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $129,968 (+31.1%) Shares 1,620,149 (+28.0%) Est. Cost $59.96 Unrealized
IBDU ISHARES TR 1.1%
Value ($000) $155,869 (+22.0%) Shares 6,659,628 (+22.3%) Est. Cost $23.05 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $32,793 (+318.4%) Shares 1,302,870 (+318.7%) Est. Cost $25.00 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $152,925 (+17.8%) Shares 2,447,979 (+13.0%) Est. Cost $49.48 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $29,001 (+388.6%) Shares 117,814 (+380.3%) Est. Cost $240.95 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $108,389 (+26.2%) Shares 565,821 (+24.9%) Est. Cost $165.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $22,565 (+4536.3%) Shares 188,973 (+9204.4%) Est. Cost $120.46 Unrealized
DUBS ETF SER SOLUTIONS 0.8%
Value ($000) $114,804 (+22.7%) Shares 3,047,455 (+19.0%) Est. Cost $27.26 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $60,904 (+45.7%) Shares 56,671 (+3.4%) Est. Cost $584.47 Unrealized +63.5%
ADME ETF SER SOLUTIONS 1.0%
Value ($000) $143,095 (+15.2%) Shares 2,788,842 (+14.6%) Est. Cost $39.02 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $20,836 (+835.2%) Shares 154,166 (+756.3%) Est. Cost $125.16 Unrealized +6.7%
OSCV ETF SER SOLUTIONS 1.5%
Value ($000) $213,770 (+8.8%) Shares 5,772,879 (+12.3%) Est. Cost $31.90 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $74,038 (+30.3%) Shares 236,544 (+1.2%) Est. Cost $149.52 Unrealized +91.0%
NFLX NETFLIX INC 0.2%
Value ($000) $31,971 (-33.8%) Shares 340,986 (+746.2%) Est. Cost $102.81 Unrealized +4.9%
IEF ISHARES TR 0.6%
Value ($000) $85,823 (+23.1%) Shares 892,500 (+23.5%) Est. Cost $93.36 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $33,557 (-32.2%) Shares 219,056 (+307.4%) Est. Cost $164.78 Unrealized +4.1%
AMZN AMAZON COM INC 1.2%
Value ($000) $171,465 (+10.2%) Shares 742,852 (+4.8%) Est. Cost $171.24 Unrealized +33.6%
DEFR ETF SER SOLUTIONS 0.3%
Value ($000) $45,482 (+48.9%) Shares 1,702,804 (+46.4%) Est. Cost $25.98 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $23,585 (+134.9%) Shares 306,177 (+108.6%) Est. Cost $63.42 Unrealized +16.4%
ORCL ORACLE CORP 0.2%
Value ($000) $29,666 (-28.5%) Shares 152,204 (+3.1%) Est. Cost $160.71 Unrealized +48.1%
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $52,154 (+29.2%) Shares 304,674 (+1.0%) Est. Cost $102.17 Unrealized +52.1%
MSFT MICROSOFT CORP 1.9%
Value ($000) $271,535 (-4.1%) Shares 561,464 (+2.7%) Est. Cost $342.96 Unrealized +46.0%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $89,783 (+13.8%) Shares 143,165 (+11.2%) Est. Cost $529.96 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $41,230 (+35.3%) Shares 199,225 (+21.2%) Est. Cost $153.21 Unrealized +28.6%
AAPL APPLE INC 0.1%
Value ($000) $15,360 (+195.7%) Shares 56,500 (+177.0%) Est. Cost $181.66 Unrealized +47.7%
CAT CATERPILLAR INC 0.4%
Value ($000) $53,062 (+23.0%) Shares 92,625 (+2.4%) Est. Cost $277.91 Unrealized +99.9%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $61,338 (+18.7%) Shares 89,947 (+16.0%) Est. Cost $495.53 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $179,309 (+5.4%) Shares 8,589,639 (+5.5%) Est. Cost $20.44 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $174,521 (+5.6%) Shares 10,453,481 (+5.5%) Est. Cost $16.26 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $92,532 (-8.8%) Shares 140,181 (+1.5%) Est. Cost $413.45 Unrealized +61.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $34,460 (+32.8%) Shares 60,844 (+4.9%) Est. Cost $453.88 Unrealized +17.3%
WMT WALMART INC 0.5%
Value ($000) $73,276 (+12.8%) Shares 657,666 (+4.3%) Est. Cost $67.40 Unrealized +59.0%
BSCU INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $153,296 (+5.7%) Shares 9,060,043 (+5.6%) Est. Cost $16.42 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $147,614 (+5.4%) Shares 6,878,553 (+5.5%) Est. Cost $21.06 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $13,219 (+134.3%) Shares 116,192 (+135.8%) Est. Cost $107.25 Unrealized +2.1%
EQIX EQUINIX INC 0.1%
Value ($000) $8,252 (+1087.7%) Shares 10,770 (+1114.2%) Est. Cost $780.28 Unrealized +0.1%
SHY ISHARES TR 0.1%
Value ($000) $16,456 (+84.2%) Shares 198,690 (+84.5%) Est. Cost $82.65 Unrealized
IBDW ISHARES TR 1.1%
Value ($000) $153,561 (+5.1%) Shares 7,260,585 (+5.5%) Est. Cost $20.58 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $9,332 (+391.6%) Shares 38,506 (+331.2%) Est. Cost $204.52 Unrealized +8.6%
APP APPLOVIN CORP 0.2%
Value ($000) $22,553 (+49.1%) Shares 33,471 (+59.0%) Est. Cost $284.43 Unrealized +121.5%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $35,024 (+26.8%) Shares 788,646 (+22.2%) Est. Cost $35.33 Unrealized
T AT&T INC 0.1%
Value ($000) $12,208 (+146.7%) Shares 491,482 (+180.4%) Est. Cost $23.28 Unrealized +8.6%
LQTI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $38,035 (+21.4%) Shares 1,890,415 (+23.1%) Est. Cost $20.35 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $14,950 (+80.9%) Shares 249,451 (+80.8%) Est. Cost $59.90 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $71,207 (+10.2%) Shares 1,324,531 (+11.1%) Est. Cost $45.71 Unrealized
JUCY ETF SER SOLUTIONS 0.7%
Value ($000) $96,429 (+7.2%) Shares 4,343,634 (+7.6%) Est. Cost $23.21 Unrealized
V VISA INC 0.6%
Value ($000) $83,651 (+8.2%) Shares 238,520 (+5.3%) Est. Cost $260.75 Unrealized +30.5%
IBDV ISHARES TR 0.9%
Value ($000) $130,947 (+5.1%) Shares 5,933,256 (+5.5%) Est. Cost $21.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $33,576 (+23.2%) Shares 57,944 (+3.1%) Est. Cost $474.33 Unrealized +19.1%
UPSD ETF SER SOLUTIONS 0.4%
Value ($000) $53,374 (+12.0%) Shares 1,993,040 (+11.6%) Est. Cost $24.31 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $45,148 (+14.3%) Shares 254,311 (+2.4%) Est. Cost $102.06 Unrealized +63.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $21,592 (+35.5%) Shares 100,822 (+2.4%) Est. Cost $146.61 Unrealized +53.2%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $331,118 (+1.7%) Shares 1,775,434 (+1.8%) Est. Cost $111.15 Unrealized +67.5%
CB CHUBB LIMITED 0.1%
Value ($000) $7,801 (+232.4%) Shares 24,992 (+200.6%) Est. Cost $276.36 Unrealized +5.8%
TSLA TESLA INC 0.6%
Value ($000) $86,286 (+6.5%) Shares 191,865 (+5.4%) Est. Cost $272.73 Unrealized +62.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $6,241 (+562.7%) Shares 48,888 (+494.5%) Est. Cost $121.59 Unrealized +1.9%
BKAG BNY MELLON ETF TRUST 0.3%
Value ($000) $46,037 (+12.8%) Shares 1,084,875 (+13.2%) Est. Cost $41.42 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $7,296 (+233.4%) Shares 39,611 (+268.5%) Est. Cost $194.51 Unrealized +3.7%
BBIN J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $42,984 (+13.1%) Shares 594,360 (+9.7%) Est. Cost $64.81 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $5,279 (+1194.8%) Shares 23,343 (+1832.4%) Est. Cost $296.16 Unrealized +0.6%
MCK MCKESSON CORP 0.1%
Value ($000) $8,985 (+113.9%) Shares 10,954 (+101.4%) Est. Cost $681.10 Unrealized +19.7%
CRM SALESFORCE INC 0.1%
Value ($000) $15,443 (+44.1%) Shares 58,295 (+28.9%) Est. Cost $263.09 Unrealized -5.7%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value ($000) $59,887 (+8.4%) Shares 1,372,295 (+4.4%) Est. Cost $30.27 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $17,498 (+33.2%) Shares 47,299 (+19.6%) Est. Cost $299.03 Unrealized +19.4%
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $72,017 (+6.4%) Shares 2,676,224 (+4.1%) Est. Cost $32.92 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $100,824 (+4.4%) Shares 312,903 (+2.2%) Est. Cost $166.19 Unrealized +86.3%
FDX FEDEX CORP 0.0%
Value ($000) $6,033 (+207.9%) Shares 20,884 (+151.3%) Est. Cost $256.56 Unrealized +1.9%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $45,007 (+9.5%) Shares 647,858 (+6.0%) Est. Cost $52.43 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $69,080 (+5.3%) Shares 3,667,652 (+5.2%) Est. Cost $18.31 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $27,538 (+13.2%) Shares 101,541 (+2.5%) Est. Cost $188.78 Unrealized +32.8%
ROAD CONSTRUCTION PARTNERS INC 0.1%
Value ($000) $7,450 (+70.5%) Shares 68,633 (+99.5%) Est. Cost $102.99 Unrealized +9.3%
NEM NEWMONT CORP 0.1%
Value ($000) $16,558 (+22.5%) Shares 165,830 (+3.4%) Est. Cost $45.82 Unrealized +96.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $15,387 (+24.4%) Shares 107,215 (+22.2%) Est. Cost $129.86 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $3,754 (+328.5%) Shares 41,976 (+326.2%) Est. Cost $87.68 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $34,043 (+9.0%) Shares 226,457 (+3.8%) Est. Cost $139.54 Unrealized +5.4%
LIN LINDE PLC 0.2%
Value ($000) $27,438 (-9.1%) Shares 64,350 (+1.3%) Est. Cost $390.52 Unrealized +9.4%
IUSB ISHARES TR 0.0%
Value ($000) $4,244 (+180.5%) Shares 91,190 (+181.5%) Est. Cost $46.13 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $33,777 (+8.8%) Shares 743,158 (+5.8%) Est. Cost $42.14 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $25,595 (+11.5%) Shares 60,643 (+9.5%) Est. Cost $293.17 Unrealized +49.8%
RTX RTX CORPORATION 0.2%
Value ($000) $21,217 (+13.9%) Shares 115,688 (+3.9%) Est. Cost $126.23 Unrealized +37.3%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $20,423 (+14.2%) Shares 532,951 (+13.3%) Est. Cost $35.93 Unrealized
BOXX EA SERIES TRUST 0.1%
Value ($000) $7,527 (+47.6%) Shares 65,396 (+46.0%) Est. Cost $114.25 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $7,591 (+45.8%) Shares 40,700 (+45.9%) Est. Cost $111.15 Unrealized +67.5%
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,561 (+682.1%) Shares 45,230 (+661.7%) Est. Cost $55.44 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $4,963 (+79.5%) Shares 17,387 (+5.2%) Est. Cost $93.73 Unrealized +144.7%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $57,247 (+4.0%) Shares 2,182,505 (+1.9%) Est. Cost $22.77 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.4%
Value ($000) $50,092 (+4.6%) Shares 588,483 (+4.5%) Est. Cost $75.35 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $9,388 (+30.2%) Shares 36,532 (+3.7%) Est. Cost $155.50 Unrealized +54.0%
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $39,655 (+5.8%) Shares 371,648 (+3.6%) Est. Cost $84.55 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $3,572 (+152.8%) Shares 71,949 (+231.0%) Est. Cost $47.81 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $2,176 (+2000.9%) Shares 4,500 (+2150.0%) Est. Cost $342.96 Unrealized +46.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $17,249 (-10.7%) Shares 299,099 (+2.3%) Est. Cost $43.16 Unrealized +37.5%
SO SOUTHERN CO 0.2%
Value ($000) $34,117 (-5.6%) Shares 391,245 (+2.6%) Est. Cost $71.08 Unrealized +27.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $19,509 (+10.9%) Shares 243,008 (+4.2%) Est. Cost $70.56 Unrealized +16.9%
BLK BLACKROCK INC 0.3%
Value ($000) $35,470 (-5.1%) Shares 33,139 (+3.4%) Est. Cost $992.63 Unrealized +9.8%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $8,474 (+27.4%) Shares 166,353 (+27.7%) Est. Cost $50.87 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $24,557 (+8.0%) Shares 79,723 (+5.5%) Est. Cost $197.51 Unrealized +52.3%
BKLC BNY MELLON ETF TRUST 0.2%
Value ($000) $27,162 (+7.1%) Shares 207,657 (+5.1%) Est. Cost $118.53 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $1,740 (+47499.0%) Shares 44,100 (+44000.0%) Est. Cost $39.43 Unrealized
CPRT COPART INC 0.1%
Value ($000) $15,511 (-9.7%) Shares 396,193 (+3.7%) Est. Cost $45.94 Unrealized -9.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $7,863 (+26.4%) Shares 20,204 (+37.1%) Est. Cost $398.90 Unrealized +3.7%
MSMR ETF SER SOLUTIONS 0.1%
Value ($000) $8,691 (+23.2%) Shares 249,521 (+19.6%) Est. Cost $31.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $13,004 (+14.1%) Shares 14,794 (+3.4%) Est. Cost $512.03 Unrealized +58.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $21,746 (+8.0%) Shares 73,413 (+2.9%) Est. Cost $221.09 Unrealized +35.1%
PAVE GLOBAL X FDS 0.0%
Value ($000) $1,747 (+1109.6%) Shares 36,563 (+1105.5%) Est. Cost $47.22 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,792 (+715.8%) Shares 15,163 (+691.8%) Est. Cost $116.16 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $6,446 (-19.5%) Shares 84,565 (+5.4%) Est. Cost $80.96 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $6,815 (+29.2%) Shares 13,350 (+6.9%) Est. Cost $336.79 Unrealized +38.5%
DIVB ISHARES TR 0.1%
Value ($000) $15,462 (+10.7%) Shares 290,919 (+8.8%) Est. Cost $52.24 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $7,410 (+23.7%) Shares 86,793 (+10.7%) Est. Cost $49.78 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $2,049 (+221.7%) Shares 9,993 (+208.0%) Est. Cost $171.78 Unrealized +15.8%
OCUL OCULAR THERAPEUTIX INC 0.0%
Value ($000) $6,079 (+29.2%) Shares 500,752 (+24.4%) Est. Cost $8.24 Unrealized +47.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $4,824 (+39.8%) Shares 94,976 (+8.0%) Est. Cost $40.48 Unrealized +7.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $16,116 (-7.8%) Shares 137,435 (+3.9%) Est. Cost $82.75 Unrealized +48.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $12,680 (+11.9%) Shares 41,725 (+2.8%) Est. Cost $195.96 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $8,496 (+18.0%) Shares 14,882 (+17.6%) Est. Cost $475.66 Unrealized +17.5%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $13,747 (-8.5%) Shares 88,859 (+2.2%) Est. Cost $144.22 Unrealized +13.1%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $7,454 (+20.8%) Shares 16,442 (+4.4%) Est. Cost $430.19 Unrealized +0.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $28,030 (-4.4%) Shares 49,157 (+2.2%) Est. Cost $477.41 Unrealized +21.2%
CTAS CINTAS CORP 0.2%
Value ($000) $21,204 (-5.5%) Shares 112,745 (+3.1%) Est. Cost $189.15 Unrealized -0.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $26,659 (-4.5%) Shares 30,914 (+2.6%) Est. Cost $708.77 Unrealized +27.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $9,792 (+14.5%) Shares 79,782 (+3.5%) Est. Cost $104.74 Unrealized +15.4%
FBND FIDELITY MERRIMACK STR TR 0.4%
Value ($000) $56,013 (+2.2%) Shares 1,216,624 (+2.7%) Est. Cost $46.39 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,241 (+4907.3%) Shares 16,114 (+4783.0%) Est. Cost $76.77 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $10,024 (+13.4%) Shares 144,396 (+11.2%) Est. Cost $62.15 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $3,844 (+43.4%) Shares 49,582 (+41.9%) Est. Cost $67.24 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $11,438 (+11.2%) Shares 32,629 (+2.5%) Est. Cost $400.70 Unrealized -16.0%
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1,273 (+731.6%) Shares 50,734 (+731.6%) Est. Cost $25.10 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $1,103 (-50.2%) Shares 7,256 (+5.7%) Est. Cost $171.50 Unrealized +34.2%
XFIV BONDBLOXX ETF TRUST 0.0%
Value ($000) $3,706 (+41.9%) Shares 74,892 (+42.0%) Est. Cost $49.41 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $15,014 (+7.8%) Shares 409,890 (+3.2%) Est. Cost $34.82 Unrealized -0.3%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $7,572 (+16.5%) Shares 285,855 (+18.5%) Est. Cost $27.06 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1,586 (+207.9%) Shares 32,065 (+215.2%) Est. Cost $49.53 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,069 (+70565.0%) Shares 29,006 (+68961.9%) Est. Cost $36.86 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $2,302 (+81.2%) Shares 22,928 (+81.8%) Est. Cost $100.40 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $16,378 (+6.7%) Shares 95,749 (+3.8%) Est. Cost $152.50 Unrealized +12.0%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $4,991 (+26.0%) Shares 126,733 (+19.9%) Est. Cost $36.27 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,072 (+2151.6%) Shares 28,300 (+2076.9%) Est. Cost $37.62 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $8,097 (+14.2%) Shares 212,809 (+6.5%) Est. Cost $29.09 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,666 (+146.7%) Shares 27,978 (+141.1%) Est. Cost $53.81 Unrealized
CSX CSX CORP 0.2%
Value ($000) $21,338 (+4.9%) Shares 588,626 (+2.7%) Est. Cost $30.04 Unrealized +18.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $18,716 (-5.0%) Shares 100,882 (+3.2%) Est. Cost $178.82 Unrealized +4.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $2,033 (+94.4%) Shares 7,128 (+109.6%) Est. Cost $256.95 Unrealized +14.1%
ETN EATON CORP PLC 0.1%
Value ($000) $20,842 (+4.9%) Shares 65,437 (+23.2%) Est. Cost $312.88 Unrealized +13.3%
ABT ABBOTT LABS 0.2%
Value ($000) $21,355 (-4.2%) Shares 170,441 (+2.4%) Est. Cost $105.28 Unrealized +20.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5,747 (+19.3%) Shares 10,997 (+11.1%) Est. Cost $473.66 Unrealized +4.3%
IEMG ISHARES INC 0.1%
Value ($000) $9,298 (+10.8%) Shares 138,315 (+8.6%) Est. Cost $54.85 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $8,337 (+12.1%) Shares 67,609 (+9.6%) Est. Cost $106.32 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $9,104 (-8.9%) Shares 35,084 (+1.4%) Est. Cost $273.52 Unrealized +1.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $8,267 (+11.7%) Shares 12,220 (+5.5%) Est. Cost $461.61 Unrealized +47.5%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $4,202 (+25.2%) Shares 117,236 (+21.7%) Est. Cost $30.92 Unrealized
DE DEERE & CO 0.2%
Value ($000) $21,206 (+4.1%) Shares 45,547 (+2.3%) Est. Cost $411.74 Unrealized +13.6%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $36,391 (+2.3%) Shares 456,427 (+2.6%) Est. Cost $79.40 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $1,671 (+98.0%) Shares 4,639 (+79.4%) Est. Cost $294.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $23,175 (-3.4%) Shares 70,205 (+1.0%) Est. Cost $429.91 Unrealized -21.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,068 (+36.4%) Shares 52,710 (+34.8%) Est. Cost $53.58 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $24,551 (-3.2%) Shares 57,381 (+1.3%) Est. Cost $509.90 Unrealized -14.7%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $13,254 (+6.4%) Shares 178,936 (+6.9%) Est. Cost $73.48 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,281 (+162.6%) Shares 12,564 (+156.3%) Est. Cost $96.75 Unrealized
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $13,093 (+6.4%) Shares 144,403 (+3.2%) Est. Cost $77.28 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $3,048 (+34.9%) Shares 4,664 (+26.9%) Est. Cost $298.26 Unrealized +104.2%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $10,570 (+8.0%) Shares 210,179 (+7.6%) Est. Cost $50.33 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $10,074 (+8.4%) Shares 54,276 (+4.1%) Est. Cost $140.53 Unrealized +32.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3,554 (+28.2%) Shares 65,893 (+7.2%) Est. Cost $52.71 Unrealized -9.8%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $26,173 (+3.0%) Shares 147,248 (+5.7%) Est. Cost $97.97 Unrealized +84.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4,770 (+19.1%) Shares 17,778 (+9.5%) Est. Cost $299.22 Unrealized -15.1%
SLB SLB LIMITED 0.0%
Value ($000) $5,909 (+14.7%) Shares 153,945 (+2.7%) Est. Cost $35.31 Unrealized +2.1%
DBEF DBX ETF TR 0.1%
Value ($000) $10,865 (+7.5%) Shares 225,838 (+3.7%) Est. Cost $41.73 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $4,133 (+22.0%) Shares 294,552 (+11.3%) Est. Cost $13.72 Unrealized -2.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,740 (+35.6%) Shares 50,034 (+33.4%) Est. Cost $49.93 Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $3,330 (+27.3%) Shares 129,772 (+26.6%) Est. Cost $25.47 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6,809 (+11.5%) Shares 134,588 (+11.8%) Est. Cost $50.71 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $4,894 (-12.0%) Shares 68,338 (+68.1%) Est. Cost $111.45 Unrealized -9.0%
DES WISDOMTREE TR 0.0%
Value ($000) $675 (+3737.2%) Shares 20,168 (+3763.6%) Est. Cost $33.43 Unrealized
SCI SERVICE CORP INTL 0.1%
Value ($000) $9,512 (+7.4%) Shares 121,990 (+14.6%) Est. Cost $75.17 Unrealized +6.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $27,891 (+2.4%) Shares 124,953 (+9.2%) Est. Cost $187.10 Unrealized +21.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $4,644 (+16.0%) Shares 13,794 (+17.5%) Est. Cost $276.11 Unrealized +23.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $13,855 (-4.3%) Shares 42,758 (+2.2%) Est. Cost $317.45 Unrealized +5.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $1,500 (+70.8%) Shares 6,500 (+62.5%) Est. Cost $171.24 Unrealized +33.6%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $4,389 (+16.3%) Shares 53,199 (+13.7%) Est. Cost $62.29 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1,679 (+57.5%) Shares 18,169 (+58.8%) Est. Cost $78.27 Unrealized +20.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $6,794 (+9.7%) Shares 13,926 (+7.8%) Est. Cost $470.64 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $2,701 (+28.4%) Shares 26,084 (+22.9%) Est. Cost $88.47 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $1,837 (+48.2%) Shares 17,216 (+48.3%) Est. Cost $105.68 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $5,339 (+12.4%) Shares 48,456 (+13.7%) Est. Cost $107.64 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1,743 (+49.9%) Shares 13,131 (+16.7%) Est. Cost $115.02 Unrealized -3.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,246 (+83.8%) Shares 30,301 (+111.2%) Est. Cost $40.29 Unrealized +3.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $9,726 (+6.1%) Shares 63,812 (+8.1%) Est. Cost $147.73 Unrealized +2.5%
DUSB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $649 (+512.3%) Shares 12,812 (+513.9%) Est. Cost $50.67 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3,355 (+18.5%) Shares 35,997 (+6.6%) Est. Cost $52.42 Unrealized +65.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $14,336 (+3.7%) Shares 42,759 (+1.5%) Est. Cost $285.98 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $1,385 (+56.4%) Shares 15,656 (+61.6%) Est. Cost $88.85 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $2,888 (+19.8%) Shares 56,786 (+16.3%) Est. Cost $49.56 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2,575 (+22.4%) Shares 69,779 (+11.3%) Est. Cost $29.76 Unrealized +26.9%
UNP UNION PAC CORP 0.1%
Value ($000) $7,998 (+6.2%) Shares 34,575 (+8.6%) Est. Cost $231.54 Unrealized -1.8%
SRE SEMPRA 0.0%
Value ($000) $6,325 (+8.0%) Shares 71,639 (+10.1%) Est. Cost $78.07 Unrealized +16.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $1,167 (+66.4%) Shares 28,361 (+44.3%) Est. Cost $49.27 Unrealized -24.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $1,841 (+33.3%) Shares 67,901 (+29.7%) Est. Cost $18.00 Unrealized +41.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $7,901 (+6.1%) Shares 242,210 (+3.8%) Est. Cost $36.03 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,492 (+42.8%) Shares 15,171 (+40.4%) Est. Cost $80.34 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,284 (+52.0%) Shares 1,663 (+10.7%) Est. Cost $779.55 Unrealized -12.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $991 (+77.6%) Shares 15,382 (+16.8%) Est. Cost $30.15 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $1,353 (+46.9%) Shares 16,638 (+10.1%) Est. Cost $40.85 Unrealized +72.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $20,381 (-2.0%) Shares 1,235,964 (+1.9%) Est. Cost $13.99 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $16,822 (+2.6%) Shares 157,052 (+2.0%) Est. Cost $106.37 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $3,820 (+12.2%) Shares 55,773 (+9.2%) Est. Cost $65.16 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $1,002 (+64.8%) Shares 3,200 (+28.0%) Est. Cost $149.52 Unrealized +91.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2,177 (+20.7%) Shares 28,400 (+5.9%) Est. Cost $56.00 Unrealized +27.9%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $731 (+102.3%) Shares 4,510 (+99.3%) Est. Cost $186.15 Unrealized -15.7%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $9,262 (+4.1%) Shares 208,280 (+2.8%) Est. Cost $33.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,576 (+29.7%) Shares 15,886 (+9.2%) Est. Cost $124.02 Unrealized -25.2%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $540 (+198.2%) Shares 20,567 (+193.8%) Est. Cost $24.59 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $973 (+58.2%) Shares 3,487 (+83.5%) Est. Cost $213.66 Unrealized +31.8%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $4,313 (+8.9%) Shares 74,477 (+7.6%) Est. Cost $52.63 Unrealized
DMBS DOUBLELINE ETF TRUST 0.0%
Value ($000) $1,066 (+48.5%) Shares 21,472 (+48.6%) Est. Cost $49.28 Unrealized
FFLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $457 (+303.4%) Shares 8,561 (+293.4%) Est. Cost $53.02 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $6,124 (+5.9%) Shares 23,741 (+4.4%) Est. Cost $223.31 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2,136 (+19.0%) Shares 64,692 (+6.8%) Est. Cost $16.70 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $552 (+156.6%) Shares 2,438 (+208.2%) Est. Cost $223.54 Unrealized +4.9%
DBND DOUBLELINE ETF TRUST 0.1%
Value ($000) $14,316 (+2.4%) Shares 308,766 (+2.8%) Est. Cost $46.53 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,825 (+21.6%) Shares 7,974 (+5.3%) Est. Cost $217.51 Unrealized +0.9%
DLN WISDOMTREE TR 0.0%
Value ($000) $418 (+287.0%) Shares 4,746 (+282.4%) Est. Cost $85.13 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $712 (+76.2%) Shares 2,409 (+46.9%) Est. Cost $168.57 Unrealized +78.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,033 (+41.8%) Shares 12,117 (+29.4%) Est. Cost $79.75 Unrealized +2.9%
USTB VICTORY PORTFOLIOS II 0.0%
Value ($000) $375 (+423.0%) Shares 7,380 (+424.5%) Est. Cost $50.87 Unrealized
IAK ISHARES TR 0.0%
Value ($000) $356 (+506.0%) Shares 2,613 (+496.6%) Est. Cost $135.79 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $2,124 (+15.8%) Shares 7,323 (+11.5%) Est. Cost $204.49 Unrealized +37.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $693 (+71.9%) Shares 3,370 (+31.3%) Est. Cost $130.23 Unrealized +44.2%
INFL LISTED FDS TR 0.1%
Value ($000) $9,456 (+3.2%) Shares 212,696 (+3.7%) Est. Cost $36.68 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $1,750 (+19.7%) Shares 1,440 (+6.3%) Est. Cost $667.14 Unrealized +75.7%
IVW ISHARES TR 0.0%
Value ($000) $6,275 (+4.8%) Shares 50,910 (+2.6%) Est. Cost $87.36 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $348 (+463.4%) Shares 2,800 (+515.4%) Est. Cost $124.48 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $864 (+48.6%) Shares 20,105 (+33.1%) Est. Cost $39.62 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $659 (+75.0%) Shares 22,850 (+18.6%) Est. Cost $13.78 Unrealized +69.6%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $935 (+42.3%) Shares 8,265 (+80.2%) Est. Cost $90.72 Unrealized +43.4%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $6,776 (+4.3%) Shares 71,943 (+4.4%) Est. Cost $86.55 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $9,676 (+2.9%) Shares 116,957 (+3.3%) Est. Cost $76.58 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $907 (+42.7%) Shares 5,350 (+41.8%) Est. Cost $108.28 Unrealized +55.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $973 (+37.0%) Shares 14,016 (+12.1%) Est. Cost $45.53 Unrealized +37.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $3,206 (+8.7%) Shares 16,787 (+6.1%) Est. Cost $161.34 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,150 (+28.6%) Shares 7,432 (+15.6%) Est. Cost $136.61 Unrealized
IGRO ISHARES TR 0.0%
Value ($000) $2,191 (+12.9%) Shares 26,465 (+8.7%) Est. Cost $63.18 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $577 (+75.9%) Shares 2,037 (+32.7%) Est. Cost $193.02 Unrealized +27.9%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,346 (+11.6%) Shares 29,483 (+11.7%) Est. Cost $75.58 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $454 (+116.0%) Shares 2,634 (+50.5%) Est. Cost $105.07 Unrealized +44.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $1,485 (-14.1%) Shares 1,835 (+1.4%) Est. Cost $436.22 Unrealized +98.8%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $3,405 (+7.7%) Shares 37,427 (+5.0%) Est. Cost $83.35 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $296 (+445.5%) Shares 6,401 (+420.8%) Est. Cost $45.83 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1,371 (+21.1%) Shares 28,376 (+24.0%) Est. Cost $49.66 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $908 (+35.6%) Shares 2,648 (+31.5%) Est. Cost $298.25 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $2,197 (+12.1%) Shares 15,936 (+4.2%) Est. Cost $98.92 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $25,369 (-0.9%) Shares 216,439 (+4.6%) Est. Cost $101.42 Unrealized +19.9%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1,374 (+20.4%) Shares 9,577 (+1.8%) Est. Cost $93.60 Unrealized +41.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $3,034 (-7.0%) Shares 41,083 (+1.6%) Est. Cost $63.55 Unrealized +23.2%
INTU INTUIT 0.2%
Value ($000) $24,895 (-0.9%) Shares 37,581 (+2.2%) Est. Cost $514.28 Unrealized +28.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5,185 (+4.6%) Shares 88,284 (+4.8%) Est. Cost $58.36 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $27,238 (+0.8%) Shares 575,252 (+1.3%) Est. Cost $45.73 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,475 (+17.4%) Shares 12,793 (+14.6%) Est. Cost $88.36 Unrealized +33.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1,316 (-14.1%) Shares 5,087 (+2.9%) Est. Cost $272.40 Unrealized -3.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,933 (+12.4%) Shares 5,473 (+4.7%) Est. Cost $235.44 Unrealized +54.3%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $2,038 (+11.4%) Shares 47,128 (+13.3%) Est. Cost $35.94 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $496 (+71.9%) Shares 13,564 (+65.8%) Est. Cost $35.80 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,472 (+16.4%) Shares 53,553 (+19.9%) Est. Cost $21.96 Unrealized +22.5%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,621 (+8.6%) Shares 79,895 (+6.3%) Est. Cost $35.73 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $1,333 (+18.2%) Shares 1,321 (+11.7%) Est. Cost $1017.54 Unrealized -4.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $916 (+28.8%) Shares 1,042 (+11.1%) Est. Cost $581.31 Unrealized +40.7%
VTR VENTAS INC 0.0%
Value ($000) $806 (+34.0%) Shares 10,417 (+21.2%) Est. Cost $67.84 Unrealized +10.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,508 (+15.6%) Shares 3,231 (+5.6%) Est. Cost $348.36 Unrealized +33.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $2,036 (+11.1%) Shares 12,646 (+2.6%) Est. Cost $80.09 Unrealized +100.5%
IBDR ISHARES TR 0.0%
Value ($000) $358 (+131.0%) Shares 14,764 (+131.6%) Est. Cost $24.26 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $406 (+98.1%) Shares 4,701 (+89.4%) Est. Cost $80.92 Unrealized +4.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $17,563 (-1.1%) Shares 108,439 (+2.9%) Est. Cost $130.47 Unrealized +19.7%
ROST ROSS STORES INC 0.0%
Value ($000) $713 (+38.5%) Shares 3,959 (+17.2%) Est. Cost $137.03 Unrealized +21.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,907 (-9.4%) Shares 11,729 (+7.4%) Est. Cost $128.56 Unrealized +45.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,617 (+13.5%) Shares 16,187 (+8.5%) Est. Cost $69.27 Unrealized +36.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $639 (+42.0%) Shares 7,665 (+20.9%) Est. Cost $64.39 Unrealized +18.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $257 (-42.3%) Shares 6,386 (+11.7%) Est. Cost $31.64 Unrealized +18.2%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $3,017 (+6.7%) Shares 17,012 (+5.0%) Est. Cost $150.03 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $7,059 (+2.7%) Shares 90,637 (+3.0%) Est. Cost $74.83 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $967 (+24.0%) Shares 10,080 (+17.3%) Est. Cost $93.93 Unrealized -2.6%
ABNB AIRBNB INC 0.0%
Value ($000) $728 (+33.6%) Shares 5,365 (+19.5%) Est. Cost $133.49 Unrealized -6.7%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1,954 (-8.6%) Shares 14,909 (+1.7%) Est. Cost $100.35 Unrealized +37.2%
EIX EDISON INTL 0.0%
Value ($000) $421 (+72.8%) Shares 7,011 (+59.1%) Est. Cost $55.47 Unrealized +3.4%
CIEN CIENA CORP 0.0%
Value ($000) $442 (+66.9%) Shares 1,889 (+4.0%) Est. Cost $105.35 Unrealized +84.1%
PCG PG&E CORP 0.0%
Value ($000) $579 (+43.9%) Shares 36,033 (+35.1%) Est. Cost $16.05 Unrealized -0.8%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $813 (-17.7%) Shares 17,086 (+7.6%) Est. Cost $58.35 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $289 (-37.8%) Shares 3,562 (+6.4%) Est. Cost $80.21 Unrealized +32.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $752 (-18.8%) Shares 3,367 (+8.4%) Est. Cost $252.53 Unrealized +5.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $375 (+83.1%) Shares 4,521 (+48.0%) Est. Cost $77.44 Unrealized -3.6%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $612 (+38.2%) Shares 8,152 (+34.9%) Est. Cost $61.55 Unrealized
DBEU DBX ETF TR 0.0%
Value ($000) $186 (+903.8%) Shares 3,881 (+863.0%) Est. Cost $47.80 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $396 (+72.5%) Shares 6,087 (+42.5%) Est. Cost $54.94 Unrealized +11.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $957 (+20.6%) Shares 1,587 (+19.1%) Est. Cost $533.87 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $400 (+66.7%) Shares 8,787 (+63.3%) Est. Cost $46.88 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,303 (+13.9%) Shares 13,116 (+15.3%) Est. Cost $92.13 Unrealized +7.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1,108 (+16.6%) Shares 5,423 (+15.1%) Est. Cost $158.75 Unrealized +27.1%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $650 (+30.9%) Shares 16,833 (+19.5%) Est. Cost $34.56 Unrealized +10.3%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $1,335 (-10.1%) Shares 34,481 (+17.5%) Est. Cost $48.86 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $718 (+26.2%) Shares 4,401 (+4.8%) Est. Cost $131.57 Unrealized +13.8%
NTRA NATERA INC 0.0%
Value ($000) $359 (+68.7%) Shares 1,568 (+18.5%) Est. Cost $166.08 Unrealized +25.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $980 (+17.4%) Shares 11,451 (+7.8%) Est. Cost $65.11 Unrealized +22.4%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $499 (-22.6%) Shares 6,291 (+29.5%) Est. Cost $145.74 Unrealized -29.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $508 (+39.7%) Shares 4,543 (+20.6%) Est. Cost $79.41 Unrealized +27.2%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $4,144 (+3.6%) Shares 5,498 (+2.6%) Est. Cost $486.48 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $3,002 (+5.0%) Shares 31,527 (+4.9%) Est. Cost $92.90 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $503 (+39.8%) Shares 539 (+23.6%) Est. Cost $372.96 Unrealized +147.5%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $1,162 (+14.0%) Shares 8,429 (+10.4%) Est. Cost $103.68 Unrealized +26.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,393 (+11.2%) Shares 11,998 (+4.4%) Est. Cost $63.67 Unrealized +73.5%
STAG STAG INDL INC 0.0%
Value ($000) $388 (+56.9%) Shares 10,542 (+50.6%) Est. Cost $34.96 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2,466 (+6.0%) Shares 26,962 (+3.8%) Est. Cost $87.69 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $2,987 (+4.7%) Shares 11,892 (+1.8%) Est. Cost $189.57 Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value ($000) $720 (+22.9%) Shares 113,709 (+7.6%) Est. Cost $4.67 Unrealized +35.8%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $624 (+27.3%) Shares 10,689 (+15.9%) Est. Cost $43.98 Unrealized +21.8%
F FORD MTR CO 0.0%
Value ($000) $924 (+16.4%) Shares 70,426 (+6.1%) Est. Cost $10.69 Unrealized +20.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $922 (+16.0%) Shares 7,696 (+6.5%) Est. Cost $68.67 Unrealized +67.2%
QGRW WISDOMTREE TR 0.0%
Value ($000) $161 (+374.7%) Shares 2,738 (+364.1%) Est. Cost $55.49 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $31,419 (+0.4%) Shares 137,505 (+1.7%) Est. Cost $150.81 Unrealized +50.9%
GLW CORNING INC 0.0%
Value ($000) $781 (+19.2%) Shares 8,917 (+11.7%) Est. Cost $41.51 Unrealized +107.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $870 (+16.9%) Shares 6,575 (+15.0%) Est. Cost $110.36 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $779 (-13.9%) Shares 2,713 (+180.0%) Est. Cost $341.09 Unrealized -10.6%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $2,938 (+4.5%) Shares 62,690 (+3.3%) Est. Cost $43.62 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $233 (+116.2%) Shares 2,591 (+103.4%) Est. Cost $86.27 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1,931 (+6.8%) Shares 9,670 (+4.7%) Est. Cost $154.96 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,969 (+6.6%) Shares 100,612 (+6.5%) Est. Cost $19.35 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $249 (+96.3%) Shares 2,270 (+87.8%) Est. Cost $83.71 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $433 (+38.7%) Shares 5,928 (+19.7%) Est. Cost $58.94 Unrealized +10.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1,166 (-9.0%) Shares 3,730 (+2.2%) Est. Cost $186.13 Unrealized +75.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $412 (+38.6%) Shares 4,241 (+26.3%) Est. Cost $83.82 Unrealized +7.1%
BP BP PLC 0.0%
Value ($000) $916 (+14.3%) Shares 26,382 (+13.4%) Est. Cost $32.81 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $6,217 (+1.9%) Shares 48,180 (+7.4%) Est. Cost $118.19 Unrealized +13.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,601 (+7.7%) Shares 26,634 (+13.5%) Est. Cost $46.91 Unrealized +28.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $509 (+28.7%) Shares 21,834 (+6.2%) Est. Cost $12.58 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $475 (+31.0%) Shares 5,058 (+35.5%) Est. Cost $93.28 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $293 (+62.2%) Shares 12,385 (+7.7%) Est. Cost $16.27 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1,193 (+10.4%) Shares 16,410 (+2.5%) Est. Cost $58.87 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $477 (+30.5%) Shares 16,894 (+13.6%) Est. Cost $25.19 Unrealized +4.3%
MIST MILESTONE PHARMACEUTICALS IN 0.0%
Value ($000) $532 (+26.5%) Shares 263,200 (+25.2%) Est. Cost $1.84 Unrealized +17.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $471 (+30.8%) Shares 2,089 (+10.2%) Est. Cost $156.77 Unrealized +38.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $728 (+17.7%) Shares 13,782 (+32.9%) Est. Cost $62.24 Unrealized -10.8%
BX BLACKSTONE INC 0.0%
Value ($000) $1,522 (-6.7%) Shares 9,871 (+3.4%) Est. Cost $113.38 Unrealized +33.6%
GOVT ISHARES TR 0.0%
Value ($000) $116 (+1513.7%) Shares 5,039 (+1520.3%) Est. Cost $23.02 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $172 (+159.7%) Shares 2,091 (+153.5%) Est. Cost $74.28 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $2,235 (+4.9%) Shares 10,537 (+2.1%) Est. Cost $185.66 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $731 (-12.3%) Shares 8,012 (+3.6%) Est. Cost $89.97 Unrealized +8.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $6,096 (+1.7%) Shares 37,986 (+2.8%) Est. Cost $110.10 Unrealized +39.5%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $228 (+81.4%) Shares 1,912 (+84.0%) Est. Cost $120.27 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $125 (+447.9%) Shares 1,567 (+467.8%) Est. Cost $74.95 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $101 (+4500.8%) Shares 4,082 (+4435.6%) Est. Cost $24.70 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $1,508 (+7.0%) Shares 5,480 (+12.1%) Est. Cost $296.50 Unrealized -5.8%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $303 (+48.3%) Shares 2,485 (+21.9%) Est. Cost $88.98 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $345 (+38.5%) Shares 1,767 (+18.4%) Est. Cost $174.67 Unrealized +4.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $478 (+24.1%) Shares 5,198 (+3.6%) Est. Cost $71.52 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value ($000) $119 (+358.8%) Shares 4,596 (+353.3%) Est. Cost $25.22 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $106 (+679.9%) Shares 5,068 (+677.3%) Est. Cost $20.97 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $348 (+36.3%) Shares 14,562 (+28.9%) Est. Cost $19.10 Unrealized +16.1%
IAU ISHARES GOLD TR 0.0%
Value ($000) $470 (+24.1%) Shares 5,785 (+11.3%) Est. Cost $54.03 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,623 (+5.9%) Shares 82,227 (+5.8%) Est. Cost $19.61 Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $6,633 (+1.4%) Shares 69,434 (+1.0%) Est. Cost $93.72 Unrealized +1.4%
STT STATE STR CORP 0.0%
Value ($000) $424 (+26.9%) Shares 3,289 (+14.1%) Est. Cost $95.92 Unrealized +24.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $155 (+137.0%) Shares 1,809 (+111.1%) Est. Cost $61.35 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $486 (+22.0%) Shares 8,562 (+18.9%) Est. Cost $51.16 Unrealized
UNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $103 (+509.4%) Shares 2,700 (+500.0%) Est. Cost $37.73 Unrealized
RSSB TIDAL TRUST II 0.0%
Value ($000) $196 (+77.0%) Shares 6,983 (+77.4%) Est. Cost $27.04 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $723 (-10.5%) Shares 18,009 (+9.3%) Est. Cost $39.54 Unrealized +6.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $370 (+29.5%) Shares 4,193 (+21.7%) Est. Cost $77.56 Unrealized +8.1%
RY ROYAL BK CDA 0.0%
Value ($000) $475 (+21.4%) Shares 2,786 (+4.9%) Est. Cost $125.48 Unrealized +22.4%
FIG FIGMA INC 0.0%
Value ($000) $522 (+18.4%) Shares 13,980 (+64.3%) Est. Cost $59.47 Unrealized -24.0%
URA GLOBAL X FDS 0.0%
Value ($000) $215 (+60.5%) Shares 5,027 (+79.1%) Est. Cost $43.60 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $432 (-15.8%) Shares 10,120 (+72.1%) Est. Cost $64.78 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $609 (+15.2%) Shares 2,119 (+4.0%) Est. Cost $195.90 Unrealized +39.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $499 (+19.0%) Shares 825 (+7.6%) Est. Cost $402.30 Unrealized +36.6%
PCAR PACCAR INC 0.0%
Value ($000) $490 (+19.3%) Shares 4,472 (+7.1%) Est. Cost $84.67 Unrealized +19.5%
INCY INCYTE CORP 0.0%
Value ($000) $284 (+38.3%) Shares 2,877 (+18.8%) Est. Cost $81.84 Unrealized +18.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,195 (+7.0%) Shares 15,060 (+1.7%) Est. Cost $72.39 Unrealized +8.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $27,578 (-0.3%) Shares 58,831 (+4.3%) Est. Cost $388.89 Unrealized +30.9%
LOW LOWES COS INC 0.2%
Value ($000) $34,506 (-0.2%) Shares 143,084 (+4.0%) Est. Cost $239.26 Unrealized +0.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,412 (+5.7%) Shares 24,094 (+10.3%) Est. Cost $51.86 Unrealized +15.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $611 (+14.1%) Shares 1,246 (+14.3%) Est. Cost $433.82 Unrealized +9.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,753 (-4.1%) Shares 15,627 (+8.3%) Est. Cost $124.15 Unrealized -6.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2,241 (+3.3%) Shares 16,888 (+2.1%) Est. Cost $107.14 Unrealized +23.6%
REMX VANECK ETF TRUST 0.0%
Value ($000) $109 (+193.3%) Shares 1,478 (+161.1%) Est. Cost $61.00 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $72 (+19861.6%) Shares 347 (+17250.0%) Est. Cost $206.29 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,853 (+4.0%) Shares 346 (+4.8%) Est. Cost $3841.26 Unrealized +33.8%
NMAX NEWSMAX INC 0.0%
Value ($000) $151 (-32.1%) Shares 19,484 (+8.9%) Est. Cost $13.18 Unrealized -27.1%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $370 (+23.5%) Shares 2,182 (+1.6%) Est. Cost $125.86 Unrealized +25.8%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $120 (+132.0%) Shares 868 (+126.6%) Est. Cost $136.79 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $2,212 (+3.2%) Shares 5,719 (+1.1%) Est. Cost $297.70 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $128 (+112.3%) Shares 2,063 (+105.3%) Est. Cost $60.29 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $392 (+20.8%) Shares 5,852 (+21.9%) Est. Cost $55.71 Unrealized +15.9%
MCO MOODYS CORP 0.0%
Value ($000) $850 (+8.5%) Shares 1,664 (+1.2%) Est. Cost $408.30 Unrealized +19.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $4,428 (-1.5%) Shares 99,040 (+96.9%) Est. Cost $69.09 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $268 (+33.1%) Shares 1,963 (+31.1%) Est. Cost $107.68 Unrealized +21.4%
WAB WABTEC 0.0%
Value ($000) $488 (+15.7%) Shares 2,286 (+8.7%) Est. Cost $192.91 Unrealized +6.4%
OKE ONEOK INC NEW 0.0%
Value ($000) $448 (+17.0%) Shares 6,090 (+16.2%) Est. Cost $77.19 Unrealized -8.7%
ITB ISHARES TR 0.0%
Value ($000) $145 (+81.3%) Shares 1,508 (+101.9%) Est. Cost $98.68 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $69 (+1493.7%) Shares 1,283 (+1503.8%) Est. Cost $53.88 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,107 (+6.2%) Shares 6,915 (+2.9%) Est. Cost $104.87 Unrealized +55.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $347 (+22.8%) Shares 383 (+24.8%) Est. Cost $766.28 Unrealized +25.4%
MPLX MPLX LP 0.0%
Value ($000) $280 (+29.8%) Shares 5,240 (+21.4%) Est. Cost $48.90 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $1,797 (+3.7%) Shares 13,949 (+1.4%) Est. Cost $106.20 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $366 (+20.7%) Shares 1,272 (+8.8%) Est. Cost $250.60 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $3,994 (-1.5%) Shares 13,833 (+2.5%) Est. Cost $234.97 Unrealized +22.8%
SHEL SHELL PLC 0.0%
Value ($000) $657 (+10.0%) Shares 8,947 (+7.1%) Est. Cost $66.46 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $7,341 (+0.8%) Shares 77,958 (+1.9%) Est. Cost $85.75 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $270 (+27.9%) Shares 4,074 (+29.7%) Est. Cost $72.86 Unrealized -11.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $816 (+7.6%) Shares 31,168 (+8.6%) Est. Cost $9.66 Unrealized +188.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $305 (+23.0%) Shares 1,193 (+24.1%) Est. Cost $230.90 Unrealized +8.0%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $458 (+14.2%) Shares 9,403 (+15.4%) Est. Cost $48.72 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $272 (-17.3%) Shares 2,647 (+1.4%) Est. Cost $145.39 Unrealized -17.0%
ROL ROLLINS INC 0.0%
Value ($000) $1,000 (+6.0%) Shares 16,657 (+3.8%) Est. Cost $53.45 Unrealized +9.8%
ECL ECOLAB INC 0.0%
Value ($000) $925 (+6.5%) Shares 3,524 (+11.1%) Est. Cost $207.23 Unrealized +28.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $517 (+12.1%) Shares 6,299 (+2.7%) Est. Cost $76.36 Unrealized +2.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $332 (-14.3%) Shares 4,000 (+5.3%) Est. Cost $91.25 Unrealized +1.7%
AME AMETEK INC 0.0%
Value ($000) $435 (+14.6%) Shares 2,120 (+5.0%) Est. Cost $171.91 Unrealized +13.1%
ADSK AUTODESK INC 0.0%
Value ($000) $580 (+10.5%) Shares 1,958 (+18.6%) Est. Cost $253.41 Unrealized +19.4%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $258 (+26.9%) Shares 11,524 (+14.7%) Est. Cost $18.94 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $368 (+17.4%) Shares 1,721 (+4.8%) Est. Cost $195.50 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $1,171 (+4.7%) Shares 2,436 (+1.0%) Est. Cost $387.20 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $478 (+12.4%) Shares 3,510 (+6.0%) Est. Cost $121.39 Unrealized +18.4%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $259 (+24.0%) Shares 3,286 (+11.9%) Est. Cost $71.80 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $4,466 (+1.1%) Shares 15,388 (+2.3%) Est. Cost $244.00 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $352 (+16.3%) Shares 208 (+3.0%) Est. Cost $1109.85 Unrealized +55.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $658 (+7.8%) Shares 10,657 (+2.6%) Est. Cost $46.28 Unrealized +27.2%
JBL JABIL INC 0.0%
Value ($000) $406 (+13.1%) Shares 1,781 (+7.7%) Est. Cost $117.13 Unrealized +82.1%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $248 (+23.0%) Shares 2,484 (+23.4%) Est. Cost $100.16 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $51 (+952.8%) Shares 617 (+945.8%) Est. Cost $81.46 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $799 (+5.9%) Shares 29,950 (+6.6%) Est. Cost $26.45 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $115 (+63.7%) Shares 3,002 (+59.9%) Est. Cost $33.81 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $113 (+65.5%) Shares 3,549 (+68.7%) Est. Cost $31.90 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $738 (+6.4%) Shares 10,400 (+2.1%) Est. Cost $56.11 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $1,681 (+2.7%) Shares 33,230 (+3.0%) Est. Cost $50.60 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,145 (-3.7%) Shares 5,120 (+8.3%) Est. Cost $272.15 Unrealized -17.2%
CCJ CAMECO CORP 0.0%
Value ($000) $431 (+10.8%) Shares 4,716 (+1.6%) Est. Cost $48.17 Unrealized +86.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $200 (+26.3%) Shares 15,174 (+10.9%) Est. Cost $10.95 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $283 (+17.1%) Shares 5,371 (+18.1%) Est. Cost $52.38 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $167 (+32.5%) Shares 4,307 (+30.2%) Est. Cost $33.60 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $276 (+17.3%) Shares 2,346 (+17.9%) Est. Cost $99.63 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $748 (+5.6%) Shares 24,389 (+17.3%) Est. Cost $30.03 Unrealized +0.7%
SCMB SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 (+746.9%) Shares 1,726 (+742.0%) Est. Cost $28.95 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $122 (+47.3%) Shares 1,509 (+46.4%) Est. Cost $71.39 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $1,687 (+2.3%) Shares 201,751 (+1.3%) Est. Cost $7.66 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4,861 (+0.8%) Shares 114,208 (+1.3%) Est. Cost $42.39 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $425 (-8.1%) Shares 8,065 (+80.2%) Est. Cost $69.53 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $144 (+35.0%) Shares 2,349 (+33.1%) Est. Cost $53.15 Unrealized
SPYC SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $109 (+51.6%) Shares 2,553 (+52.0%) Est. Cost $37.57 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $231 (+19.1%) Shares 8,213 (+4.6%) Est. Cost $20.55 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $329 (+12.6%) Shares 3,449 (+10.7%) Est. Cost $108.98 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $423 (+9.5%) Shares 5,699 (+9.6%) Est. Cost $85.03 Unrealized -17.8%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $949 (+4.0%) Shares 11,318 (+8.7%) Est. Cost $98.60 Unrealized -13.5%
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $179 (+25.6%) Shares 4,475 (+22.6%) Est. Cost $36.36 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $345 (+11.8%) Shares 2,381 (+2.9%) Est. Cost $119.30 Unrealized +11.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $548 (-6.2%) Shares 2,183 (+7.3%) Est. Cost $211.74 Unrealized +25.2%
RING ISHARES INC 0.0%
Value ($000) $226 (+18.9%) Shares 3,072 (+4.5%) Est. Cost $37.38 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $684 (+5.5%) Shares 4,751 (+24.1%) Est. Cost $113.89 Unrealized +33.5%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $465 (+8.3%) Shares 1,045 (+6.1%) Est. Cost $357.22 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $104 (+49.4%) Shares 1,104 (+41.5%) Est. Cost $75.95 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $7,441 (+0.5%) Shares 78,035 (+2.9%) Est. Cost $97.45 Unrealized +0.6%
CACI CACI INTL INC 0.0%
Value ($000) $278 (+14.0%) Shares 521 (+6.8%) Est. Cost $450.75 Unrealized +25.4%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $463 (+8.0%) Shares 9,860 (+4.0%) Est. Cost $46.21 Unrealized
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $269 (+14.5%) Shares 7,300 (+11.5%) Est. Cost $32.84 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1,996 (-1.7%) Shares 9,418 (+6.5%) Est. Cost $192.07 Unrealized +11.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $304 (+12.6%) Shares 1,648 (+2.2%) Est. Cost $182.11 Unrealized -7.7%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $213 (+18.4%) Shares 6,293 (+18.6%) Est. Cost $33.35 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $750 (+4.5%) Shares 8,131 (+1.2%) Est. Cost $80.75 Unrealized
CAIE CALAMOS ETF TR 0.0%
Value ($000) $39 (+470.0%) Shares 1,464 (+485.6%) Est. Cost $26.86 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $906 (+3.6%) Shares 18,936 (+9.3%) Est. Cost $42.21 Unrealized +11.6%
SIL GLOBAL X FDS 0.0%
Value ($000) $83 (+60.2%) Shares 992 (+37.4%) Est. Cost $54.78 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $245 (+14.4%) Shares 1,458 (+12.1%) Est. Cost $130.33 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $38 (+375.7%) Shares 331 (+359.7%) Est. Cost $109.98 Unrealized
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $164 (+22.2%) Shares 4,175 (+20.1%) Est. Cost $38.78 Unrealized
RSBT TIDAL TRUST II 0.0%
Value ($000) $56 (+112.1%) Shares 3,128 (+106.3%) Est. Cost $17.09 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $343 (+9.3%) Shares 6,873 (+1.1%) Est. Cost $39.76 Unrealized
FMUB FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $895 (+3.4%) Shares 17,559 (+3.2%) Est. Cost $50.86 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $35 (+491.9%) Shares 575 (+475.0%) Est. Cost $59.98 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $455 (+6.7%) Shares 1,472 (+4.4%) Est. Cost $264.83 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $132 (+27.1%) Shares 7,547 (+26.8%) Est. Cost $17.61 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $247 (+12.8%) Shares 5,421 (+5.0%) Est. Cost $36.27 Unrealized +12.6%
TDVG T ROWE PRICE ETF INC 0.0%
Value ($000) $706 (+4.1%) Shares 15,709 (+1.8%) Est. Cost $32.26 Unrealized
XJH ISHARES TR 0.0%
Value ($000) $846 (+3.4%) Shares 18,938 (+1.5%) Est. Cost $40.76 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $195 (+16.4%) Shares 2,976 (+8.7%) Est. Cost $51.50 Unrealized
IT GARTNER INC 0.0%
Value ($000) $269 (+11.3%) Shares 1,066 (+16.0%) Est. Cost $384.17 Unrealized -37.3%
IXC ISHARES TR 0.0%
Value ($000) $1,132 (+2.5%) Shares 27,002 (+2.0%) Est. Cost $41.26 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $752 (-3.5%) Shares 3,464 (+1.3%) Est. Cost $212.96 Unrealized +0.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $335 (+8.6%) Shares 2,082 (+6.4%) Est. Cost $136.00 Unrealized +15.6%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $56 (+87.9%) Shares 2,364 (+90.0%) Est. Cost $23.01 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $1,110 (+2.4%) Shares 15,827 (+11.9%) Est. Cost $59.07 Unrealized +23.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $388 (+7.2%) Shares 8,299 (+2.0%) Est. Cost $40.46 Unrealized +7.9%
KR KROGER CO 0.0%
Value ($000) $1,046 (+2.5%) Shares 16,746 (+10.6%) Est. Cost $60.20 Unrealized +8.3%
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $343 (+7.9%) Shares 11,497 (+1.1%) Est. Cost $24.61 Unrealized
ADT ADT INC DEL 0.0%
Value ($000) $143 (+21.1%) Shares 17,710 (+30.7%) Est. Cost $8.43 Unrealized -1.9%
XSOE WISDOMTREE TR 0.0%
Value ($000) $78 (+46.4%) Shares 2,001 (+42.3%) Est. Cost $34.69 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $109 (+28.4%) Shares 2,307 (+26.9%) Est. Cost $45.96 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $249 (+10.6%) Shares 905 (+5.5%) Est. Cost $244.38 Unrealized +11.9%
NU NU HLDGS LTD 0.0%
Value ($000) $318 (+8.1%) Shares 19,008 (+3.4%) Est. Cost $9.66 Unrealized +66.3%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $100 (+30.7%) Shares 18,869 (+11.9%) Est. Cost $3.24 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $482 (+5.1%) Shares 3,409 (+2.7%) Est. Cost $120.69 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value ($000) $287 (+8.7%) Shares 5,980 (+9.2%) Est. Cost $47.48 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $196 (+12.9%) Shares 1,930 (+14.3%) Est. Cost $100.76 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $333 (+7.1%) Shares 1,117 (+6.4%) Est. Cost $267.84 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $1,337 (+1.7%) Shares 69,072 (+1.8%) Est. Cost $14.10 Unrealized +26.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $780 (-2.8%) Shares 8,779 (+5.6%) Est. Cost $95.45 Unrealized -4.6%
IGM ISHARES TR 0.0%
Value ($000) $40 (+121.5%) Shares 311 (+116.0%) Est. Cost $116.63 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $468 (+4.8%) Shares 2,035 (+4.8%) Est. Cost $127.47 Unrealized +65.0%
FTNT FORTINET INC 0.0%
Value ($000) $1,266 (+1.7%) Shares 15,943 (+7.7%) Est. Cost $84.25 Unrealized -1.6%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $280 (-7.1%) Shares 12,469 (+30.6%) Est. Cost $29.39 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,001 (+2.1%) Shares 7,953 (+15.0%) Est. Cost $118.26 Unrealized +19.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $37 (+128.2%) Shares 408 (+121.7%) Est. Cost $83.31 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $116 (+21.0%) Shares 1,842 (+20.5%) Est. Cost $56.90 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $422 (+5.0%) Shares 1,739 (+20.8%) Est. Cost $221.88 Unrealized +13.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $224 (+9.8%) Shares 3,371 (+9.0%) Est. Cost $67.67 Unrealized -3.0%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $145 (+15.3%) Shares 10,234 (+19.2%) Est. Cost $14.25 Unrealized
CBTJ CALAMOS ETF TR 0.0%
Value ($000) $33 (+129.5%) Shares 1,500 (+200.0%) Est. Cost $24.12 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $401 (+4.8%) Shares 2,453 (+1.5%) Est. Cost $141.43 Unrealized +14.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $230 (+8.7%) Shares 1,035 (+9.6%) Est. Cost $225.89 Unrealized +5.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $313 (+6.2%) Shares 13,020 (+8.5%) Est. Cost $20.68 Unrealized +13.3%
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $64 (+39.2%) Shares 1,918 (+42.8%) Est. Cost $31.45 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $33 (+119.7%) Shares 591 (+123.9%) Est. Cost $56.69 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1,110 (-1.6%) Shares 14,066 (+2.7%) Est. Cost $64.04 Unrealized +23.3%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $43 (+68.6%) Shares 802 (+68.8%) Est. Cost $54.12 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $423 (-3.8%) Shares 3,106 (+4.2%) Est. Cost $126.03 Unrealized +13.9%
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $58 (+40.0%) Shares 778 (+37.5%) Est. Cost $72.87 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $602 (+2.8%) Shares 10,047 (+3.0%) Est. Cost $59.26 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $485 (-3.2%) Shares 5,556 (+1.3%) Est. Cost $87.64 Unrealized +1.8%
DEM WISDOMTREE TR 0.0%
Value ($000) $143 (+12.8%) Shares 3,056 (+11.1%) Est. Cost $43.04 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $569 (-2.7%) Shares 979 (+17.0%) Est. Cost $576.96 Unrealized +8.3%
SONY SONY GROUP CORP 0.0%
Value ($000) $254 (+6.5%) Shares 9,910 (+19.8%) Est. Cost $25.47 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $121 (+14.7%) Shares 10,308 (+2.4%) Est. Cost $8.38 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $690 (-2.2%) Shares 3,211 (+9.7%) Est. Cost $243.76 Unrealized -6.8%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $148 (+11.3%) Shares 376 (+11.9%) Est. Cost $315.44 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $376 (-3.8%) Shares 962 (+4.6%) Est. Cost $450.99 Unrealized -9.6%
HYD VANECK ETF TRUST 0.0%
Value ($000) $91 (+19.2%) Shares 1,776 (+18.7%) Est. Cost $51.64 Unrealized
UDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $95 (+18.1%) Shares 2,400 (+14.3%) Est. Cost $35.58 Unrealized
RSST TIDAL TRUST II 0.0%
Value ($000) $36 (+68.3%) Shares 1,260 (+57.1%) Est. Cost $25.15 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $354 (-3.9%) Shares 2,413 (+17.1%) Est. Cost $111.53 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $1,041 (+1.4%) Shares 5,000 (+4.6%) Est. Cost $141.54 Unrealized +44.2%
STXT EA SERIES TRUST 0.0%
Value ($000) $69 (+25.9%) Shares 3,446 (+27.0%) Est. Cost $20.01 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 (+115.0%) Shares 556 (+117.2%) Est. Cost $48.46 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $205 (-6.3%) Shares 1,298 (+2.9%) Est. Cost $161.40 Unrealized +1.9%
IYE ISHARES TR 0.0%
Value ($000) $218 (+6.8%) Shares 4,577 (+6.7%) Est. Cost $48.40 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1,622 (+0.8%) Shares 2,605 (+2.1%) Est. Cost $547.87 Unrealized +13.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $325 (+4.3%) Shares 4,185 (+5.2%) Est. Cost $75.51 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $347 (-3.6%) Shares 4,784 (+1.1%) Est. Cost $65.68 Unrealized +14.9%
EAGG ISHARES TR 0.0%
Value ($000) $711 (+1.9%) Shares 14,858 (+2.2%) Est. Cost $47.24 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $271 (+5.0%) Shares 2,150 (+5.0%) Est. Cost $117.25 Unrealized
SHLD GLOBAL X FDS 0.0%
Value ($000) $234 (-5.2%) Shares 3,619 (+2.8%) Est. Cost $60.74 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $253 (-4.7%) Shares 2,431 (+1.3%) Est. Cost $87.18 Unrealized +22.4%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $473 (+2.7%) Shares 6,003 (+2.8%) Est. Cost $76.65 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $45 (+37.5%) Shares 900 (+80.0%) Est. Cost $47.81 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $602 (+2.1%) Shares 23,841 (+2.3%) Est. Cost $24.73 Unrealized
BBRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $56 (+27.3%) Shares 604 (+31.3%) Est. Cost $93.77 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $24 (+101.1%) Shares 257 (+99.2%) Est. Cost $90.08 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $154 (+8.4%) Shares 6,649 (+7.9%) Est. Cost $23.60 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $318 (+3.8%) Shares 2,252 (+1.3%) Est. Cost $120.01 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $326 (+3.7%) Shares 1,418 (+3.4%) Est. Cost $197.45 Unrealized
OIH VANECK ETF TRUST 0.0%
Value ($000) $82 (+16.5%) Shares 287 (+6.3%) Est. Cost $272.03 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $13 (+999.0%) Shares 459 (+818.0%) Est. Cost $27.16 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $217 (+5.5%) Shares 4,734 (+4.4%) Est. Cost $59.96 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $399 (+2.9%) Shares 2,154 (+4.3%) Est. Cost $152.87 Unrealized +17.7%
IJS ISHARES TR 0.0%
Value ($000) $165 (+7.0%) Shares 1,455 (+4.1%) Est. Cost $100.06 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $17 (+179.4%) Shares 253 (+181.1%) Est. Cost $64.27 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $26 (+69.6%) Shares 1,022 (+70.0%) Est. Cost $25.17 Unrealized
FOX FOX CORP 0.0%
Value ($000) $14 (+308.1%) Shares 216 (+260.0%) Est. Cost $56.77 Unrealized +2.8%
BDVL BLACKROCK ETF TRUST 0.0%
Value ($000) $768 (+1.4%) Shares 30,977 (+2.2%) Est. Cost $25.00 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $194 (+5.6%) Shares 3,844 (+6.0%) Est. Cost $50.70 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $363 (-2.7%) Shares 4,165 (+1.6%) Est. Cost $59.72 Unrealized +44.6%
PPH VANECK ETF TRUST 0.0%
Value ($000) $58 (+21.3%) Shares 561 (+6.3%) Est. Cost $91.43 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $230 (+4.4%) Shares 3,609 (+5.2%) Est. Cost $54.26 Unrealized +13.1%
KOMP SPDR SERIES TRUST 0.0%
Value ($000) $5,930 (+0.2%) Shares 99,277 (+4.4%) Est. Cost $49.19 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $81 (+13.2%) Shares 878 (+14.3%) Est. Cost $75.28 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $433 (-2.1%) Shares 9,506 (+4.7%) Est. Cost $39.93 Unrealized +18.5%
PLX PROTALIX BIOTHERAPEUTICS INC 0.0%
Value ($000) $48 (-16.1%) Shares 26,610 (+3.4%) Est. Cost $1.71 Unrealized +19.9%
CSMD PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $251 (+3.8%) Shares 7,945 (+9.3%) Est. Cost $31.26 Unrealized
EVUS ISHARES TR 0.0%
Value ($000) $23 (+67.0%) Shares 705 (+64.0%) Est. Cost $31.68 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $99 (+9.4%) Shares 3,601 (+9.9%) Est. Cost $27.34 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $318 (+2.7%) Shares 4,249 (+2.0%) Est. Cost $65.69 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $516 (+1.7%) Shares 843 (+7.9%) Est. Cost $444.00 Unrealized +45.8%
NULV NUSHARES ETF TR 0.0%
Value ($000) $93 (+10.0%) Shares 2,062 (+7.0%) Est. Cost $41.86 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $25 (+50.5%) Shares 694 (+56.3%) Est. Cost $34.24 Unrealized
GTLB GITLAB INC 0.0%
Value ($000) $294 (-2.8%) Shares 7,840 (+16.8%) Est. Cost $45.38 Unrealized -4.6%
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $20 (+73.0%) Shares 219 (+76.6%) Est. Cost $85.23 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1,294 (+0.6%) Shares 34,977 (+6.6%) Est. Cost $55.68 Unrealized -35.0%
AFL AFLAC INC 0.0%
Value ($000) $2,915 (-0.3%) Shares 26,439 (+1.0%) Est. Cost $81.57 Unrealized +34.7%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $20 (+62.7%) Shares 179 (+40.9%) Est. Cost $80.67 Unrealized
ISCF ISHARES TR 0.0%
Value ($000) $272 (+2.8%) Shares 6,555 (+1.9%) Est. Cost $32.45 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $258 (+2.9%) Shares 11,025 (+3.3%) Est. Cost $22.78 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $292 (+2.5%) Shares 5,569 (+2.3%) Est. Cost $52.10 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $161 (+4.4%) Shares 3,563 (+2.8%) Est. Cost $39.55 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $31 (+27.6%) Shares 511 (+27.1%) Est. Cost $61.17 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $149 (+4.8%) Shares 1,659 (+3.1%) Est. Cost $71.47 Unrealized
BTCI NEOS ETF TRUST 0.0%
Value ($000) $10 (+217.8%) Shares 223 (+328.8%) Est. Cost $47.61 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $256 (-2.4%) Shares 2,570 (+4.3%) Est. Cost $104.07 Unrealized -2.9%
GRNB VANECK ETF TRUST 0.0%
Value ($000) $326 (+2.0%) Shares 13,405 (+2.4%) Est. Cost $23.80 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $9 (+232.0%) Shares 141 (+243.9%) Est. Cost $55.65 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $20 (-21.9%) Shares 1,061 (+3.3%) Est. Cost $24.85 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $465 (+1.2%) Shares 2,881 (+22.9%) Est. Cost $147.69 Unrealized +23.2%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 (+7303.9%) Shares 218 (+7166.7%) Est. Cost $25.76 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $823 (-0.6%) Shares 5,775 (+13.9%) Est. Cost $144.99 Unrealized -0.9%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $8 (+156.2%) Shares 122 (+154.2%) Est. Cost $66.31 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $703 (-0.7%) Shares 8,761 (+3.2%) Est. Cost $59.35 Unrealized +36.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $418 (+1.2%) Shares 4,320 (+3.0%) Est. Cost $71.27 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 (+1825.4%) Shares 98 (+1860.0%) Est. Cost $51.29 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $191 (-2.4%) Shares 17,480 (+1.8%) Est. Cost $11.14 Unrealized
OASC UNIFIED SER TR 0.0%
Value ($000) $54 (+9.4%) Shares 1,833 (+6.0%) Est. Cost $26.37 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,332 (+0.3%) Shares 8,184 (+4.9%) Est. Cost $118.81 Unrealized +42.1%
OALC UNIFIED SER TR 0.0%
Value ($000) $101 (+4.7%) Shares 2,844 (+2.8%) Est. Cost $32.67 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $75 (+6.1%) Shares 1,689 (+4.8%) Est. Cost $42.75 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $538 (+0.8%) Shares 3,210 (+2.7%) Est. Cost $113.62 Unrealized +51.6%
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $365 (+1.1%) Shares 7,264 (+1.1%) Est. Cost $50.11 Unrealized
FELG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $66 (+6.4%) Shares 1,588 (+4.9%) Est. Cost $41.15 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $211 (-1.8%) Shares 3,323 (+8.9%) Est. Cost $69.48 Unrealized -6.8%
ICLN ISHARES TR 0.0%
Value ($000) $41 (+10.6%) Shares 2,469 (+4.2%) Est. Cost $20.30 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $233 (+1.7%) Shares 12,178 (+21.2%) Est. Cost $30.67 Unrealized -34.8%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $29 (-11.7%) Shares 512 (+4.1%) Est. Cost $30.91 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $276 (-1.2%) Shares 6,015 (+47.6%) Est. Cost $40.22 Unrealized +13.3%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $23 (+17.1%) Shares 111 (+15.6%) Est. Cost $189.45 Unrealized
NUDV NUSHARES ETF TR 0.0%
Value ($000) $17 (+24.5%) Shares 563 (+21.6%) Est. Cost $29.68 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $84 (+4.1%) Shares 1,984 (+1.4%) Est. Cost $32.91 Unrealized
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $51 (+6.8%) Shares 1,120 (+9.8%) Est. Cost $41.98 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $73 (+4.6%) Shares 1,119 (+3.6%) Est. Cost $58.40 Unrealized
BALI BLACKROCK ETF TRUST 0.0%
Value ($000) $11 (+40.5%) Shares 352 (+40.8%) Est. Cost $30.57 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 (+330.9%) Shares 48 (+300.0%) Est. Cost $75.32 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $119 (-2.5%) Shares 946 (+2.0%) Est. Cost $115.71 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value ($000) $145 (+2.1%) Shares 3,170 (+1.8%) Est. Cost $45.71 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $19 (+17.6%) Shares 537 (+15.0%) Est. Cost $32.23 Unrealized
TBT PROSHARES TR 0.0%
Value ($000) $5 (+167.7%) Shares 132 (+158.8%) Est. Cost $35.28 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $38 (+8.0%) Shares 796 (+2.6%) Est. Cost $40.79 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $201 (+1.4%) Shares 5,580 (+1.6%) Est. Cost $30.18 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $83 (+3.2%) Shares 309 (+7.3%) Est. Cost $245.67 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $68 (+3.9%) Shares 1,754 (+2.0%) Est. Cost $31.83 Unrealized
ELCV STRATEGY SHS 0.0%
Value ($000) $26 (+10.9%) Shares 971 (+11.7%) Est. Cost $25.02 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $664 (+0.4%) Shares 3,145 (+1.5%) Est. Cost $213.65 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $239 (-1.0%) Shares 1,835 (+7.2%) Est. Cost $131.27 Unrealized +2.8%
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $12 (+24.4%) Shares 337 (+20.4%) Est. Cost $33.72 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $215 (+1.1%) Shares 4,596 (+3.3%) Est. Cost $52.06 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $11 (+24.7%) Shares 1,386 (+19.2%) Est. Cost $8.23 Unrealized -3.9%
SPBO SPDR SERIES TRUST 0.0%
Value ($000) $41 (+5.1%) Shares 1,384 (+6.1%) Est. Cost $27.96 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $449 (+0.4%) Shares 5,979 (+1.2%) Est. Cost $62.76 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 (+16.9%) Shares 218 (+13.5%) Est. Cost $54.18 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $130 (+1.3%) Shares 920 (+1.5%) Est. Cost $128.52 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $18 (+10.1%) Shares 796 (+13.2%) Est. Cost $22.88 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $610 (+0.2%) Shares 14,005 (+3.5%) Est. Cost $37.38 Unrealized +21.6%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $22 (+6.4%) Shares 360 (+1.4%) Est. Cost $50.35 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 (+17.9%) Shares 310 (+18.8%) Est. Cost $28.63 Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $136 (-0.9%) Shares 11,000 (+4.8%) Est. Cost $14.45 Unrealized -9.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $569 (-0.2%) Shares 6,333 (+9.3%) Est. Cost $98.25 Unrealized -3.7%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $129 (+1.0%) Shares 5,456 (+1.3%) Est. Cost $22.08 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $29 (+4.3%) Shares 696 (+2.1%) Est. Cost $35.21 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $7 (+18.2%) Shares 88 (+1.1%) Est. Cost $66.52 Unrealized
EUSA ISHARES INC 0.0%
Value ($000) $28 (+4.2%) Shares 275 (+3.8%) Est. Cost $97.31 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $110 (+1.0%) Shares 2,300 (+1.5%) Est. Cost $47.77 Unrealized
BKHY BNY MELLON ETF TRUST 0.0%
Value ($000) $42 (+2.5%) Shares 872 (+3.8%) Est. Cost $48.68 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $11 (+8.5%) Shares 499 (+9.0%) Est. Cost $22.57 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $48 (+1.8%) Shares 535 (+3.3%) Est. Cost $70.48 Unrealized
XT ISHARES TR 0.0%
Value ($000) $90 (+0.9%) Shares 1,289 (+4.1%) Est. Cost $69.00 Unrealized
SOVF ELEVATION SERIES TRUST 0.0%
Value ($000) $59 (-1.3%) Shares 2,014 (+2.4%) Est. Cost $30.26 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $77 (+1.0%) Shares 2,982 (+1.4%) Est. Cost $24.62 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $209 (-0.2%) Shares 4,600 (+97.2%) Est. Cost $65.47 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $26 (+1.8%) Shares 408 (+1.5%) Est. Cost $58.09 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $43 (+1.1%) Shares 1,390 (+1.5%) Est. Cost $30.73 Unrealized
UDOW PROSHARES TR 0.0%
Value ($000) $6 (+8.2%) Shares 100 (+100.0%) Est. Cost $76.17 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $36 (+1.1%) Shares 1,308 (+2.9%) Est. Cost $27.44 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $966 (+0.0%) Shares 4,405 (+2.8%) Est. Cost $157.52 Unrealized +55.0%
WTAI WISDOMTREE TR 0.0%
Value ($000) $6 (+3.1%) Shares 192 (+1.1%) Est. Cost $24.61 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $10 (+1.3%) Shares 56 (+3.7%) Est. Cost $144.81 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $4 (+3.3%) Shares 58 (+3.6%) Est. Cost $66.40 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 (-0.3%) Shares 688 (+3.1%) Est. Cost $44.42 Unrealized
STCE SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 (+4.0%) Shares 45 (+36.4%) Est. Cost $73.63 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $236 (+0.0%) Shares 5,274 (+2.4%) Est. Cost $42.19 Unrealized +8.4%
EFAD PROSHARES TR 0.0%
Value ($000) $16 (+0.2%) Shares 377 (+1.3%) Est. Cost $45.65 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $18 (-0.0%) Shares 376 (+3.0%) Est. Cost $94.73 Unrealized

Exited Positions (93)

DASH DOORDASH INC 3.9%
Value ($000) $543,980 Shares 2,000,000 Est. Cost $223.54 Unrealized +4.9%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $291,012 Shares 600,000 Est. Cost $474.33 Unrealized +19.1%
TSLA TESLA INC 1.1%
Value ($000) $155,652 Shares 350,000 Est. Cost $272.73 Unrealized +62.5%
LLY ELI LILLY & CO 1.1%
Value ($000) $152,600 Shares 200,000 Est. Cost $584.47 Unrealized +63.5%
GTLB GITLAB INC 1.0%
Value ($000) $135,240 Shares 3,000,000 Est. Cost $45.38 Unrealized -4.6%
MARA MARA HOLDINGS INC 0.5%
Value ($000) $63,910 Shares 3,500,000 Est. Cost $18.90 Unrealized -21.9%
IDYN BLACKROCK ETF TRUST 0.3%
Value ($000) $36,822 Shares 445,893 Est. Cost $82.58 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $11,593 Shares 22,160 Est. Cost $494.89 Unrealized -3.7%
GOOG ALPHABET INC 0.1%
Value ($000) $9,742 Shares 40,000 Est. Cost $143.17 Unrealized +100.0%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $5,915 Shares 311,169 Est. Cost $24.63 Unrealized -23.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $5,811 Shares 174,759 Est. Cost $36.11 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $5,617 Shares 287,025 Est. Cost $24.89 Unrealized -34.0%
DOX AMDOCS LTD 0.0%
Value ($000) $5,114 Shares 62,331 Est. Cost $85.75 Unrealized -6.8%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $4,294 Shares 29,493 Est. Cost $122.39 Unrealized +25.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $2,032 Shares 82,868 Est. Cost $24.38 Unrealized
UNILEVER PLC 0.0%
Value ($000) $1,965 Shares 33,143 Est. Cost $55.95 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,951 Shares 94,277 Est. Cost $20.50 Unrealized
KELLANOVA 0.0%
Value ($000) $1,652 Shares 20,139 Est. Cost $79.33 Unrealized +4.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,453 Shares 71,209 Est. Cost $16.74 Unrealized +18.2%
LMP CAP & INCOME FD INC 0.0%
Value ($000) $834 Shares 53,700 Est. Cost $12.57 Unrealized
AAA INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $647 Shares 25,792 Est. Cost $25.04 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $616 Shares 10,223 Est. Cost $55.09 Unrealized
ISHARES TR 0.0%
Value ($000) $568 Shares 22,547 Est. Cost $25.08 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $410 Shares 2,121 Est. Cost $214.69 Unrealized -10.3%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $406 Shares 9,619 Est. Cost $36.73 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $394 Shares 22,402 Est. Cost $25.52 Unrealized -35.8%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $377 Shares 7,854 Est. Cost $39.65 Unrealized +3.8%
MR COOPER GROUP INC 0.0%
Value ($000) $355 Shares 1,686 Est. Cost $119.60 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $304 Shares 8,772 Est. Cost $31.90 Unrealized -16.1%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $254 Shares 4,799 Est. Cost $54.63 Unrealized -3.8%
ZS ZSCALER INC 0.0%
Value ($000) $251 Shares 836 Est. Cost $285.11 Unrealized -1.0%
BSY BENTLEY SYS INC 0.0%
Value ($000) $249 Shares 4,846 Est. Cost $49.90 Unrealized -8.8%
PPG PPG INDS INC 0.0%
Value ($000) $247 Shares 2,354 Est. Cost $120.33 Unrealized -16.8%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $240 Shares 1,172 Est. Cost $181.51 Unrealized +0.7%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $238 Shares 19,525 Est. Cost $10.70 Unrealized
POOL POOL CORP 0.0%
Value ($000) $233 Shares 750 Est. Cost $308.33 Unrealized -15.8%
WPC WP CAREY INC 0.0%
Value ($000) $230 Shares 3,403 Est. Cost $62.58 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $230 Shares 9,156 Est. Cost $24.35 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $224 Shares 1,741 Est. Cost $105.73 Unrealized +14.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $224 Shares 1,168 Est. Cost $266.02 Unrealized -38.2%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $223 Shares 524 Est. Cost $361.29 Unrealized +7.6%
TSLA TESLA INC 0.0%
Value ($000) $222 Shares 500 Est. Cost $272.73 Unrealized +62.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $222 Shares 1,832 Est. Cost $132.67 Unrealized -15.3%
VICI VICI PPTYS INC 0.0%
Value ($000) $216 Shares 6,623 Est. Cost $29.33 Unrealized -0.1%
MP MP MATERIALS CORP 0.0%
Value ($000) $211 Shares 3,142 Est. Cost $62.91 Unrealized +0.8%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $209 Shares 1,088 Est. Cost $191.42 Unrealized +1.0%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $170 Shares 11,374 Est. Cost $15.26 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $152 Shares 5,619 Est. Cost $28.60 Unrealized -2.2%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $148 Shares 13,203 Est. Cost $14.84 Unrealized -9.1%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $111 Shares 5,362 Est. Cost $21.25 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $99 Shares 4,291 Est. Cost $22.99 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $97 Shares 3,610 Est. Cost $25.85 Unrealized
HYBL SSGA ACTIVE TR 0.0%
Value ($000) $95 Shares 3,326 Est. Cost $28.59 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $84 Shares 1,637 Est. Cost $51.09 Unrealized
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $69 Shares 1,150 Est. Cost $54.93 Unrealized
ALTS ALT5 SIGMA CORP 0.0%
Value ($000) $55 Shares 20,312 Est. Cost $5.99 Unrealized -67.8%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $52 Shares 1,919 Est. Cost $28.68 Unrealized -3.2%
FISR SSGA ACTIVE TR 0.0%
Value ($000) $44 Shares 1,706 Est. Cost $25.84 Unrealized
HEZU ISHARES TR 0.0%
Value ($000) $40 Shares 945 Est. Cost $36.74 Unrealized
FLD FOLD HLDGS INC 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $3.93 Unrealized -15.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $37 Shares 11,858 Est. Cost $3.49 Unrealized +11.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $36 Shares 100 Est. Cost $215.16 Unrealized
SMBS SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 1,040 Est. Cost $25.62 Unrealized
ISHARES TR 0.0%
Value ($000) $23 Shares 996 Est. Cost $23.30 Unrealized
DXD PROSHARES TR 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
XLO XILIO THERAPEUTICS INC 0.0%
Value ($000) $21 Shares 25,000 Est. Cost $0.97 Unrealized -22.9%
PROSHARES TR 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $14.45 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $17 Shares 340 Est. Cost $50.27 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $15 Shares 215 Est. Cost $68.41 Unrealized
SCCR SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 465 Est. Cost $25.60 Unrealized
IEO ISHARES TR 0.0%
Value ($000) $12 Shares 127 Est. Cost $91.45 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.17 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $7 Shares 750 Est. Cost $9.43 Unrealized
TECB ISHARES TR 0.0%
Value ($000) $5 Shares 88 Est. Cost $51.23 Unrealized
SCYB SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 194 Est. Cost $26.71 Unrealized
ISHARES TR 0.0%
Value ($000) $4 Shares 191 Est. Cost $23.30 Unrealized
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $92.41 Unrealized
HYGH ISHARES U S ETF TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $86.53 Unrealized
ALLW SSGA ACTIVE TR 0.0%
Value ($000) $3 Shares 105 Est. Cost $26.10 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 65 Est. Cost $38.81 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $25.85 Unrealized
EEMS ISHARES INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $67.91 Unrealized
EPHE ISHARES TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $24.84 Unrealized
IDRV ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.74 Unrealized
EZA ISHARES INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.11 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2 Shares 70 Est. Cost $21.94 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $1 Shares 181 Est. Cost $18.26 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 68 Est. Cost $21.14 Unrealized
QCJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 67 Est. Cost $21.43 Unrealized
FDEM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 47 Est. Cost $30.09 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 27 Est. Cost $32.70 Unrealized
PHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 47 Est. Cost $18.57 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $0 Shares 11 Est. Cost $38.87 Unrealized

Decreased Positions (296)

IEFA ISHARES TR 0.0%
Value ($000) $4,440 (-97.6%) Shares 49,629 (-97.6%) Est. Cost $83.36 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $13,320 (-88.9%) Shares 284,562 (-88.9%) Est. Cost $37.36 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $150 (-99.8%) Shares 6,195 (-99.8%) Est. Cost $24.21 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $411 (-99.3%) Shares 4,978 (-99.4%) Est. Cost $62.50 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $16,710 (-75.9%) Shares 66,069 (-76.5%) Est. Cost $239.01 Unrealized
HYG ISHARES TR 5.8%
Value ($000) $806,300 (-5.4%) Shares 10,000,000 (-4.8%) Est. Cost $78.67 Unrealized
CRM SALESFORCE INC 1.4%
Value ($000) $198,683 (-16.2%) Shares 750,000 (-25.0%) Est. Cost $263.09 Unrealized -5.7%
GOOG ALPHABET INC 1.1%
Value ($000) $160,294 (+26.9%) Shares 510,817 (-1.5%) Est. Cost $143.17 Unrealized +100.0%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $57,868 (-36.0%) Shares 94,200 (-37.5%) Est. Cost $569.72 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $57,868 (-36.0%) Shares 94,200 (-37.5%) Est. Cost $569.72 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $826 (-97.2%) Shares 3,848 (-97.3%) Est. Cost $208.91 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $2,970 (-89.7%) Shares 59,636 (-89.7%) Est. Cost $49.74 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,650 (-88.8%) Shares 18,410 (-78.1%) Est. Cost $276.90 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $994 (-95.3%) Shares 6,407 (-95.3%) Est. Cost $153.04 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $13,749 (-52.2%) Shares 78,257 (-47.7%) Est. Cost $204.37 Unrealized -11.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $29,064 (-30.3%) Shares 82,692 (-26.6%) Est. Cost $300.31 Unrealized +21.0%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $45,080 (-19.6%) Shares 197,961 (-12.8%) Est. Cost $165.39 Unrealized +28.4%
FISV FISERV INC 0.0%
Value ($000) $592 (-94.7%) Shares 8,820 (-89.9%) Est. Cost $138.39 Unrealized -39.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $7,702 (-58.0%) Shares 20,092 (-49.9%) Est. Cost $385.27 Unrealized +4.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $3,819 (-73.0%) Shares 8,580 (-69.7%) Est. Cost $468.15 Unrealized -1.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $17,757 (-31.9%) Shares 91,017 (-26.5%) Est. Cost $185.88 Unrealized +4.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3,478 (-66.6%) Shares 13,522 (-61.9%) Est. Cost $256.28 Unrealized +3.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $16,119 (-29.9%) Shares 79,389 (-17.4%) Est. Cost $166.26 Unrealized +27.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $41,240 (-9.9%) Shares 287,770 (-3.4%) Est. Cost $147.82 Unrealized -0.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $255 (-93.8%) Shares 2,997 (-93.8%) Est. Cost $62.44 Unrealized +40.1%
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $108 (-97.1%) Shares 2,650 (-97.2%) Est. Cost $37.24 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $16,430 (-18.3%) Shares 47,748 (-3.7%) Est. Cost $346.96 Unrealized +5.1%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $347 (-91.0%) Shares 2,141 (-91.6%) Est. Cost $133.31 Unrealized +30.2%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $17,321 (-16.4%) Shares 189,544 (-16.1%) Est. Cost $91.71 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $29,065 (+10.4%) Shares 93,685 (-7.3%) Est. Cost $217.80 Unrealized +31.0%
IOT SAMSARA INC 0.0%
Value ($000) $3,545 (-43.0%) Shares 100,000 (-40.2%) Est. Cost $34.02 Unrealized +13.8%
C CITIGROUP INC 0.2%
Value ($000) $25,326 (+10.9%) Shares 217,037 (-3.6%) Est. Cost $56.36 Unrealized +83.9%
PRIM PRIMORIS SVCS CORP 0.1%
Value ($000) $16,562 (-12.9%) Shares 133,417 (-3.7%) Est. Cost $77.09 Unrealized +69.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $62,409 (+3.8%) Shares 518,603 (-2.8%) Est. Cost $102.01 Unrealized +13.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $11,546 (-15.9%) Shares 214,492 (-2.4%) Est. Cost $64.18 Unrealized -11.1%
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $6,265 (-23.6%) Shares 124,672 (-23.3%) Est. Cost $50.21 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $6,243 (-21.5%) Shares 208,871 (-17.5%) Est. Cost $35.68 Unrealized -20.0%
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $17,638 (-8.6%) Shares 101,254 (-9.4%) Est. Cost $106.12 Unrealized +69.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $27,498 (-5.2%) Shares 89,970 (-5.7%) Est. Cost $259.45 Unrealized +17.6%
IGSB ISHARES TR 0.0%
Value ($000) $6,253 (-16.6%) Shares 118,243 (-16.3%) Est. Cost $51.80 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $3,568 (-24.5%) Shares 33,982 (-19.4%) Est. Cost $121.56 Unrealized -11.8%
ITOT ISHARES TR 0.2%
Value ($000) $27,799 (-4.0%) Shares 186,957 (-5.9%) Est. Cost $136.06 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $91 (-92.6%) Shares 10,140 (-85.8%) Est. Cost $15.61 Unrealized -11.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $24,953 (-4.4%) Shares 162,442 (-10.0%) Est. Cost $95.75 Unrealized +54.3%
AZO AUTOZONE INC 0.0%
Value ($000) $3,636 (-23.4%) Shares 1,072 (-3.2%) Est. Cost $3421.46 Unrealized +10.4%
ARKW ARK ETF TR 0.0%
Value ($000) $3,586 (-22.2%) Shares 24,275 (-8.0%) Est. Cost $83.30 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3,302 (-22.7%) Shares 13,369 (-14.6%) Est. Cost $292.68 Unrealized -14.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $374 (-71.2%) Shares 3,706 (-64.7%) Est. Cost $147.06 Unrealized -26.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4,358 (-17.0%) Shares 9,010 (-14.4%) Est. Cost $452.36 Unrealized +5.3%
STIP ISHARES TR 0.0%
Value ($000) $2,755 (-23.4%) Shares 26,907 (-22.7%) Est. Cost $101.36 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,630 (-33.3%) Shares 16,677 (-38.8%) Est. Cost $134.20 Unrealized -31.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,500 (-34.9%) Shares 14,864 (-19.8%) Est. Cost $128.52 Unrealized -15.6%
ZTS ZOETIS INC 0.0%
Value ($000) $2,241 (-26.4%) Shares 17,807 (-14.4%) Est. Cost $163.64 Unrealized -20.4%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $18,358 (-4.2%) Shares 33,301 (-5.6%) Est. Cost $288.29 Unrealized +93.4%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $1,361 (-34.0%) Shares 25,904 (-34.3%) Est. Cost $50.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $2,767 (-19.2%) Shares 67,931 (-12.8%) Est. Cost $37.62 Unrealized +7.6%
PSN PARSONS CORP DEL 0.0%
Value ($000) $224 (-72.8%) Shares 3,629 (-63.5%) Est. Cost $84.22 Unrealized -7.1%
HSY HERSHEY CO 0.0%
Value ($000) $5,845 (-8.7%) Shares 32,117 (-6.2%) Est. Cost $172.37 Unrealized +5.6%
MRK MERCK & CO INC 0.2%
Value ($000) $21,844 (+2.6%) Shares 207,526 (-18.2%) Est. Cost $83.88 Unrealized +11.2%
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $422 (-55.8%) Shares 8,848 (-55.4%) Est. Cost $48.76 Unrealized
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $6,519 (-7.4%) Shares 131,598 (-7.1%) Est. Cost $49.71 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $37,221 (-1.2%) Shares 1,356,938 (-1.7%) Est. Cost $32.77 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $11,724 (-3.8%) Shares 97,554 (-4.9%) Est. Cost $112.02 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $9,531 (-4.4%) Shares 38,075 (-2.1%) Est. Cost $187.91 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $212 (-67.0%) Shares 12,002 (-68.2%) Est. Cost $17.48 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $2,794 (+17.7%) Shares 1,302 (-1.9%) Est. Cost $1833.72 Unrealized +2.7%
XYLD GLOBAL X FDS 0.0%
Value ($000) $28 (-93.4%) Shares 687 (-93.6%) Est. Cost $40.51 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $3,790 (-8.8%) Shares 152,204 (-6.7%) Est. Cost $29.40 Unrealized -14.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $12,085 (+2.9%) Shares 219,731 (-3.5%) Est. Cost $36.42 Unrealized +44.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $613 (-35.1%) Shares 19,134 (-36.7%) Est. Cost $31.06 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $31,343 (+1.0%) Shares 218,391 (-1.2%) Est. Cost $143.74 Unrealized +1.5%
ADBE ADOBE INC 0.0%
Value ($000) $1,794 (-14.9%) Shares 5,127 (-14.2%) Est. Cost $421.92 Unrealized -19.4%
IJH ISHARES TR 0.0%
Value ($000) $6,836 (-4.4%) Shares 103,571 (-5.4%) Est. Cost $65.85 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $282 (-52.4%) Shares 6,845 (-52.1%) Est. Cost $41.83 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1,055 (-22.7%) Shares 4,204 (-24.4%) Est. Cost $219.48 Unrealized +13.3%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $983 (-22.7%) Shares 5,449 (-19.1%) Est. Cost $153.96 Unrealized +22.8%
SYY SYSCO CORP 0.0%
Value ($000) $1,782 (-13.7%) Shares 24,183 (-3.5%) Est. Cost $72.75 Unrealized +3.8%
TLT ISHARES TR 0.0%
Value ($000) $1,209 (-18.8%) Shares 13,872 (-16.8%) Est. Cost $94.23 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1,389 (-16.7%) Shares 21,802 (-8.8%) Est. Cost $84.29 Unrealized -23.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $17,458 (-1.5%) Shares 79,433 (-3.3%) Est. Cost $168.96 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,090 (-19.6%) Shares 541 (-6.7%) Est. Cost $2154.74 Unrealized -2.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $695 (-27.3%) Shares 11,904 (-16.5%) Est. Cost $80.52 Unrealized -19.5%
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $7,324 (-3.4%) Shares 290,515 (-2.9%) Est. Cost $25.09 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $2,648 (-8.3%) Shares 32,840 (-7.7%) Est. Cost $78.67 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4,776 (-4.7%) Shares 120,636 (-7.2%) Est. Cost $30.51 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,986 (-10.5%) Shares 10,235 (-13.7%) Est. Cost $228.66 Unrealized -17.1%
KO COCA COLA CO 0.1%
Value ($000) $7,000 (+3.3%) Shares 100,132 (-2.0%) Est. Cost $62.51 Unrealized +11.0%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $235 (-47.8%) Shares 5,275 (-47.7%) Est. Cost $38.03 Unrealized
COR CENCORA INC 0.0%
Value ($000) $1,864 (-10.1%) Shares 5,519 (-16.8%) Est. Cost $259.29 Unrealized +31.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2,048 (-9.1%) Shares 11,131 (-6.0%) Est. Cost $198.44 Unrealized -8.2%
SPYT TIDAL TRUST II 0.0%
Value ($000) $6 (-97.0%) Shares 358 (-96.9%) Est. Cost $18.18 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $12,297 (+1.6%) Shares 58,462 (-1.7%) Est. Cost $185.52 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $982 (-16.3%) Shares 2,090 (-12.0%) Est. Cost $451.86 Unrealized -1.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,942 (-8.9%) Shares 24,582 (-7.9%) Est. Cost $86.74 Unrealized -9.7%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $374 (-32.7%) Shares 658 (-15.0%) Est. Cost $566.58 Unrealized +9.5%
AOS SMITH A O CORP 0.0%
Value ($000) $278 (-38.7%) Shares 4,151 (-32.7%) Est. Cost $71.75 Unrealized -6.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3,381 (-4.7%) Shares 40,370 (-4.3%) Est. Cost $80.79 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $31,541 (+0.5%) Shares 151,110 (-3.2%) Est. Cost $191.25 Unrealized +0.8%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,855 (-7.8%) Shares 13,333 (-7.2%) Est. Cost $130.42 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $977 (-13.7%) Shares 19,349 (-13.8%) Est. Cost $50.10 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $13,499 (+1.1%) Shares 182,005 (-1.2%) Est. Cost $61.34 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $507 (-23.1%) Shares 8,996 (-17.0%) Est. Cost $53.47 Unrealized +7.3%
ASML ASML HOLDING N V 0.0%
Value ($000) $2,350 (+6.9%) Shares 2,197 (-3.3%) Est. Cost $750.20 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $1,006 (-12.9%) Shares 7,398 (-8.8%) Est. Cost $126.45 Unrealized +25.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4,429 (-3.2%) Shares 47,878 (-2.1%) Est. Cost $60.19 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 (-100.0%) Shares 1 (-100.0%) Est. Cost $35.18 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $102 (-57.6%) Shares 2,122 (-57.2%) Est. Cost $47.42 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $259 (-34.1%) Shares 1,278 (-20.0%) Est. Cost $169.34 Unrealized +28.0%
PFF ISHARES TR 0.0%
Value ($000) $147 (-47.6%) Shares 4,732 (-46.4%) Est. Cost $31.34 Unrealized
CDW CDW CORP 0.0%
Value ($000) $241 (-33.8%) Shares 1,770 (-22.6%) Est. Cost $172.70 Unrealized -14.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $2,397 (-4.8%) Shares 24,955 (-5.6%) Est. Cost $83.10 Unrealized +16.9%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $8,418 (+1.4%) Shares 258,458 (-1.8%) Est. Cost $23.54 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $293 (-28.6%) Shares 2,269 (-21.8%) Est. Cost $99.20 Unrealized +35.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $549 (-17.2%) Shares 10,790 (-9.7%) Est. Cost $89.56 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $381 (-22.3%) Shares 5,653 (-17.9%) Est. Cost $55.07 Unrealized +26.3%
SHYG ISHARES TR 0.0%
Value ($000) $546 (-16.2%) Shares 12,745 (-15.4%) Est. Cost $42.69 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $2,782 (-3.6%) Shares 8,838 (-5.7%) Est. Cost $271.96 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,381 (-7.0%) Shares 19,339 (-4.3%) Est. Cost $67.06 Unrealized
PPL PPL CORP 0.0%
Value ($000) $1,394 (-6.8%) Shares 39,804 (-1.1%) Est. Cost $33.34 Unrealized +7.5%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $58 (-63.4%) Shares 2,328 (-63.3%) Est. Cost $26.55 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $4,785 (-2.0%) Shares 42,004 (-2.1%) Est. Cost $99.63 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $1,093 (-8.1%) Shares 10,946 (-7.8%) Est. Cost $98.01 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $726 (-11.7%) Shares 4,798 (-11.2%) Est. Cost $136.64 Unrealized +8.1%
ABRDN INCOME CREDIT STRATEGI 0.0%
Value ($000) $572 (-13.2%) Shares 105,639 (-7.0%) Est. Cost $6.79 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $141 (-37.7%) Shares 7,068 (-37.5%) Est. Cost $19.97 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $690 (+13.4%) Shares 2,200 (-12.0%) Est. Cost $143.17 Unrealized +100.0%
IWP ISHARES TR 0.0%
Value ($000) $89 (-47.5%) Shares 647 (-45.4%) Est. Cost $130.62 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $201 (-27.1%) Shares 8,289 (-21.7%) Est. Cost $30.71 Unrealized -19.8%
SHV ISHARES TR 0.0%
Value ($000) $183 (-28.6%) Shares 1,664 (-28.4%) Est. Cost $110.53 Unrealized
BDYN BLACKROCK ETF TRUST 0.0%
Value ($000) $1,207 (-5.7%) Shares 47,131 (-6.8%) Est. Cost $25.31 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $635 (-10.3%) Shares 10,090 (-11.7%) Est. Cost $55.58 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $69 (-50.5%) Shares 5,677 (-20.0%) Est. Cost $19.68 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $1,696 (-3.9%) Shares 12,021 (-4.9%) Est. Cost $124.92 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $2,188 (-3.0%) Shares 8,014 (-4.1%) Est. Cost $221.36 Unrealized +22.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $463 (-12.9%) Shares 5,977 (-6.5%) Est. Cost $124.26 Unrealized -35.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $270 (-20.2%) Shares 3,195 (-5.5%) Est. Cost $92.60 Unrealized -4.4%
COWZ PACER FDS TR 0.0%
Value ($000) $5,253 (-1.3%) Shares 87,305 (-5.7%) Est. Cost $54.46 Unrealized
HIGH INCOME SECS FD 0.0%
Value ($000) $127 (-34.7%) Shares 20,660 (-32.6%) Est. Cost $6.42 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $710 (-8.7%) Shares 3,119 (-11.9%) Est. Cost $146.74 Unrealized +57.6%
CERY SPDR SERIES TRUST 0.0%
Value ($000) $12 (-84.3%) Shares 428 (-84.3%) Est. Cost $28.30 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $217 (-23.1%) Shares 4,147 (-5.0%) Est. Cost $38.70 Unrealized +54.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $3,901 (-1.6%) Shares 46,321 (-1.2%) Est. Cost $91.57 Unrealized -8.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,640 (-3.6%) Shares 50,087 (-1.8%) Est. Cost $27.20 Unrealized
IDVO AMPLIFY ETF TR 0.0%
Value ($000) $80 (-43.3%) Shares 2,075 (-44.9%) Est. Cost $29.84 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $149 (-28.8%) Shares 6,500 (-28.5%) Est. Cost $26.69 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $962 (-5.9%) Shares 15,272 (-4.1%) Est. Cost $54.21 Unrealized
HPQ HP INC 0.0%
Value ($000) $212 (-21.9%) Shares 9,520 (-4.6%) Est. Cost $26.14 Unrealized -3.4%
VMI VALMONT INDS INC 0.0%
Value ($000) $2,472 (+2.4%) Shares 6,144 (-1.3%) Est. Cost $326.11 Unrealized +24.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $267 (+26.1%) Shares 6,461 (-2.6%) Est. Cost $31.03 Unrealized +12.1%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $522 (-9.6%) Shares 41,099 (-5.0%) Est. Cost $10.38 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $314 (+20.3%) Shares 2,110 (-1.0%) Est. Cost $118.30 Unrealized +14.7%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $9,679 (-0.5%) Shares 105,899 (-3.0%) Est. Cost $52.85 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $454 (-9.8%) Shares 8,792 (-1.5%) Est. Cost $65.68 Unrealized -16.5%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $1,844 (-2.5%) Shares 21,781 (-3.9%) Est. Cost $76.00 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $645 (-6.8%) Shares 43,542 (-6.0%) Est. Cost $14.15 Unrealized +3.8%
LYFT LYFT INC 0.0%
Value ($000) $226 (-17.0%) Shares 11,662 (-5.7%) Est. Cost $14.33 Unrealized +45.1%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $295 (-13.5%) Shares 9,967 (-15.0%) Est. Cost $37.83 Unrealized
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $229 (-16.6%) Shares 5,865 (-18.1%) Est. Cost $30.41 Unrealized
CFO VICTORY PORTFOLIOS II 0.0%
Value ($000) $252 (-15.3%) Shares 3,417 (-15.3%) Est. Cost $66.01 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $1,128 (-3.8%) Shares 11,237 (-3.5%) Est. Cost $100.53 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $400 (-9.8%) Shares 2,241 (-1.2%) Est. Cost $156.80 Unrealized +19.4%
HYLB DBX ETF TR 0.0%
Value ($000) $11 (-79.3%) Shares 307 (-79.1%) Est. Cost $36.26 Unrealized
QQQT TIDAL TRUST II 0.0%
Value ($000) $1 (-96.5%) Shares 86 (-96.3%) Est. Cost $18.15 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $1,957 (-2.1%) Shares 20,351 (-1.8%) Est. Cost $93.36 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $510 (-7.3%) Shares 3,822 (-8.9%) Est. Cost $125.07 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $86 (-31.9%) Shares 1,755 (-32.5%) Est. Cost $43.78 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $411 (+10.2%) Shares 2,620 (-1.1%) Est. Cost $201.32 Unrealized -28.9%
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $289 (-11.6%) Shares 18,377 (-9.8%) Est. Cost $16.28 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $86 (-30.7%) Shares 19,630 (-9.2%) Est. Cost $3.16 Unrealized +82.7%
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $101 (-27.1%) Shares 4,061 (-27.0%) Est. Cost $24.45 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $869 (+4.4%) Shares 7,695 (-4.1%) Est. Cost $94.40 Unrealized +12.8%
CBXJ CALAMOS ETF TR 0.0%
Value ($000) $39 (-47.8%) Shares 1,726 (-36.2%) Est. Cost $27.73 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $28 (-55.0%) Shares 397 (-55.7%) Est. Cost $65.80 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $167 (-17.1%) Shares 1,166 (-17.5%) Est. Cost $114.45 Unrealized
REET ISHARES TR 0.0%
Value ($000) $495 (-6.5%) Shares 19,845 (-4.2%) Est. Cost $24.27 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $7 (-82.8%) Shares 274 (-82.6%) Est. Cost $25.45 Unrealized
UMBF UMB FINL CORP 0.0%
Value ($000) $246 (-11.6%) Shares 2,140 (-9.1%) Est. Cost $110.25 Unrealized +2.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $411 (-7.2%) Shares 5,594 (-10.0%) Est. Cost $59.77 Unrealized
CEMB ISHARES INC 0.0%
Value ($000) $322 (-8.9%) Shares 7,026 (-8.2%) Est. Cost $44.38 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $766 (+4.3%) Shares 12,688 (-3.7%) Est. Cost $48.75 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $216 (-12.4%) Shares 2,041 (-4.7%) Est. Cost $113.64 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $954 (-3.0%) Shares 38,237 (-3.0%) Est. Cost $25.37 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $394 (+7.8%) Shares 14,957 (-3.2%) Est. Cost $23.95 Unrealized +4.8%
IEI ISHARES TR 0.0%
Value ($000) $1,469 (-1.9%) Shares 12,311 (-1.8%) Est. Cost $116.74 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $361 (-6.9%) Shares 3,750 (-8.0%) Est. Cost $90.64 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $422 (-6.0%) Shares 8,363 (-5.7%) Est. Cost $50.49 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $117 (-18.3%) Shares 11,226 (-3.4%) Est. Cost $9.76 Unrealized +41.3%
USIG ISHARES TR 0.0%
Value ($000) $14 (-64.9%) Shares 271 (-64.6%) Est. Cost $51.37 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $6,059 (-0.4%) Shares 151,743 (-2.2%) Est. Cost $33.62 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $379 (-6.2%) Shares 29,251 (-3.3%) Est. Cost $12.57 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $445 (-5.2%) Shares 7,464 (-2.1%) Est. Cost $58.45 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $951 (-2.4%) Shares 2,304 (-4.9%) Est. Cost $309.49 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $370 (-5.9%) Shares 8,038 (-5.6%) Est. Cost $44.05 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $203 (-10.1%) Shares 1,986 (-9.9%) Est. Cost $102.81 Unrealized -0.6%
SMMD ISHARES TR 0.0%
Value ($000) $250 (-8.2%) Shares 3,336 (-9.6%) Est. Cost $66.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $123 (-14.3%) Shares 2,623 (-14.5%) Est. Cost $45.70 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,375 (+0.6%) Shares 118,494 (-1.4%) Est. Cost $27.67 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $294 (-5.8%) Shares 1,146 (-4.3%) Est. Cost $353.69 Unrealized -26.1%
AON AON PLC 0.0%
Value ($000) $486 (-3.4%) Shares 1,378 (-2.4%) Est. Cost $334.46 Unrealized +4.4%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 (-36.1%) Shares 264 (-36.2%) Est. Cost $104.62 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $907 (-1.8%) Shares 14,916 (-4.4%) Est. Cost $48.48 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $100 (-14.1%) Shares 706 (-16.1%) Est. Cost $118.39 Unrealized
INMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $17 (-47.9%) Shares 701 (-48.1%) Est. Cost $23.86 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $373 (-3.9%) Shares 3,106 (-4.5%) Est. Cost $113.86 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $55 (-21.5%) Shares 1,017 (-21.2%) Est. Cost $53.35 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $152 (-8.8%) Shares 7,294 (-5.8%) Est. Cost $20.63 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $134 (-9.8%) Shares 4,240 (-10.8%) Est. Cost $41.79 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $673 (-2.0%) Shares 6,101 (-5.7%) Est. Cost $92.77 Unrealized +19.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $228 (-5.6%) Shares 1,090 (-5.5%) Est. Cost $182.44 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $338 (-3.9%) Shares 2,565 (-5.2%) Est. Cost $123.32 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $114 (-10.4%) Shares 506 (-11.2%) Est. Cost $181.02 Unrealized
AMCOR PLC 0.0%
Value ($000) $112 (-10.5%) Shares 13,394 (-12.2%) Est. Cost $9.15 Unrealized -9.8%
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,123 (-1.1%) Shares 45,650 (-2.9%) Est. Cost $21.09 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $510 (-2.4%) Shares 2,408 (-3.8%) Est. Cost $171.58 Unrealized
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $60 (-17.3%) Shares 2,694 (-17.2%) Est. Cost $21.40 Unrealized
PCGG LITMAN GREGORY FDS TR 0.0%
Value ($000) $64 (-16.0%) Shares 5,339 (-13.7%) Est. Cost $11.78 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $352 (-3.2%) Shares 2,006 (-1.8%) Est. Cost $140.99 Unrealized
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $4 (-73.9%) Shares 63 (-73.5%) Est. Cost $59.53 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $28 (-29.4%) Shares 1,290 (-29.4%) Est. Cost $20.46 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $210 (-5.2%) Shares 5,547 (-4.1%) Est. Cost $35.74 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $441 (-2.5%) Shares 22,958 (-2.0%) Est. Cost $17.72 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 (-4.7%) Shares 4,977 (-4.7%) Est. Cost $35.80 Unrealized
CFA VICTORY PORTFOLIOS II 0.0%
Value ($000) $1 (-91.6%) Shares 11 (-91.6%) Est. Cost $81.36 Unrealized
PCIG LITMAN GREGORY FDS TR 0.0%
Value ($000) $20 (-32.9%) Shares 2,178 (-31.1%) Est. Cost $9.15 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $61 (-13.7%) Shares 624 (-13.0%) Est. Cost $95.31 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $302 (+3.3%) Shares 9,876 (-2.2%) Est. Cost $21.92 Unrealized +27.2%
IJK ISHARES TR 0.0%
Value ($000) $88 (-9.4%) Shares 910 (-10.3%) Est. Cost $84.16 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,497 (+0.6%) Shares 54,413 (-1.5%) Est. Cost $20.29 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $5 (-62.6%) Shares 102 (-62.5%) Est. Cost $49.83 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $731 (-1.2%) Shares 3,118 (-2.1%) Est. Cost $169.90 Unrealized +34.5%
IGHG PROSHARES TR 0.0%
Value ($000) $93 (-7.9%) Shares 1,187 (-7.3%) Est. Cost $78.19 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $34 (-18.6%) Shares 770 (-18.7%) Est. Cost $36.78 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $324 (-2.2%) Shares 8,411 (-2.9%) Est. Cost $33.91 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $21 (-25.5%) Shares 415 (-23.7%) Est. Cost $51.32 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $1,156 (+0.6%) Shares 25,141 (-1.4%) Est. Cost $40.49 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $870 (+0.7%) Shares 4,318 (-1.2%) Est. Cost $162.59 Unrealized +16.9%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $2 (-75.0%) Shares 48 (-74.5%) Est. Cost $47.07 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $4,682 (-0.1%) Shares 48,759 (-2.9%) Est. Cost $78.64 Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $21 (-22.7%) Shares 911 (-21.5%) Est. Cost $20.23 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $92 (-6.3%) Shares 1,803 (-9.8%) Est. Cost $36.99 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $66 (-7.3%) Shares 1,221 (-10.7%) Est. Cost $52.35 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $850 (+0.6%) Shares 31,228 (-2.8%) Est. Cost $25.27 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $410 (-1.1%) Shares 7,234 (-2.8%) Est. Cost $47.23 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $14 (-25.1%) Shares 358 (-25.6%) Est. Cost $34.64 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $121 (-3.5%) Shares 1,099 (-2.3%) Est. Cost $109.16 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $438 (-0.9%) Shares 329 (-1.8%) Est. Cost $1145.34 Unrealized +14.4%
MSCI MSCI INC 0.0%
Value ($000) $378 (-1.0%) Shares 658 (-2.1%) Est. Cost $587.44 Unrealized -4.7%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $59 (-6.0%) Shares 593 (-5.7%) Est. Cost $99.56 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $76 (-4.4%) Shares 2,648 (-4.2%) Est. Cost $27.64 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $5 (-39.1%) Shares 113 (-39.2%) Est. Cost $45.88 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $45 (-6.9%) Shares 4,037 (-3.9%) Est. Cost $11.52 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $37 (-8.1%) Shares 310 (-7.2%) Est. Cost $118.76 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $113 (-2.7%) Shares 3,746 (-2.4%) Est. Cost $29.90 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1,510 (-0.2%) Shares 34,197 (-1.9%) Est. Cost $36.97 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $178 (-1.6%) Shares 5,425 (-5.7%) Est. Cost $27.04 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $120 (-2.3%) Shares 767 (-3.0%) Est. Cost $77.34 Unrealized
EFIV SPDR SERIES TRUST 0.0%
Value ($000) $300 (+0.9%) Shares 4,539 (-3.0%) Est. Cost $52.85 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $480 (+0.6%) Shares 7,043 (-1.2%) Est. Cost $75.30 Unrealized -12.5%
HYDB ISHARES TR 0.0%
Value ($000) $125 (-2.1%) Shares 2,636 (-1.1%) Est. Cost $46.78 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $132 (-2.0%) Shares 1,848 (-5.0%) Est. Cost $60.72 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $109 (+2.4%) Shares 1,522 (-1.6%) Est. Cost $62.17 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 (-11.5%) Shares 414 (-11.5%) Est. Cost $45.72 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $41 (-5.6%) Shares 825 (-5.9%) Est. Cost $48.59 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $83 (-2.8%) Shares 1,518 (-5.2%) Est. Cost $42.87 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $66 (-3.5%) Shares 1,350 (-3.2%) Est. Cost $51.48 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 (-8.8%) Shares 591 (-8.4%) Est. Cost $41.98 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $98 (-2.3%) Shares 2,220 (-2.1%) Est. Cost $42.54 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 (-81.2%) Shares 30 (-81.4%) Est. Cost $15.24 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $124 (-1.5%) Shares 2,550 (-1.5%) Est. Cost $48.09 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $8 (-18.4%) Shares 84 (-32.8%) Est. Cost $50.89 Unrealized
CBXY CALAMOS ETF TR 0.0%
Value ($000) $11 (-14.3%) Shares 475 (-5.0%) Est. Cost $25.67 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $243 (-0.7%) Shares 14,086 (-6.6%) Est. Cost $21.46 Unrealized -24.3%
IWO ISHARES TR 0.0%
Value ($000) $540 (-0.3%) Shares 1,672 (-1.2%) Est. Cost $267.09 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $12 (-12.3%) Shares 370 (-15.1%) Est. Cost $30.07 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $46 (+3.8%) Shares 937 (-1.7%) Est. Cost $38.99 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $14 (-10.7%) Shares 450 (-15.3%) Est. Cost $27.36 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $342 (+0.5%) Shares 1,417 (-2.1%) Est. Cost $118.87 Unrealized
EWZS ISHARES TR 0.0%
Value ($000) $1 (-53.5%) Shares 100 (-50.0%) Est. Cost $13.58 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $7 (-17.0%) Shares 117 (-18.2%) Est. Cost $53.83 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $37 (-3.5%) Shares 289 (-8.5%) Est. Cost $90.74 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 (-53.7%) Shares 18 (-52.6%) Est. Cost $53.03 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $227 (-0.5%) Shares 6,717 (-6.1%) Est. Cost $29.98 Unrealized +8.2%
CORP PIMCO ETF TR 0.0%
Value ($000) $2 (-37.2%) Shares 19 (-36.7%) Est. Cost $78.73 Unrealized
BETZ LISTED FDS TR 0.0%
Value ($000) $2 (-33.6%) Shares 102 (-24.4%) Est. Cost $18.72 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $35 (-2.0%) Shares 1,528 (-1.4%) Est. Cost $22.49 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $145 (+0.5%) Shares 3,494 (-3.8%) Est. Cost $35.01 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $47 (-1.4%) Shares 1,999 (-1.1%) Est. Cost $23.29 Unrealized
JUST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $323 (+0.2%) Shares 3,341 (-2.8%) Est. Cost $60.64 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $9 (-5.5%) Shares 427 (-5.1%) Est. Cost $22.16 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 (-4.5%) Shares 501 (-4.2%) Est. Cost $21.75 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $64 (+0.6%) Shares 212 (-9.4%) Est. Cost $238.51 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $166 (-0.2%) Shares 1,614 (-2.7%) Est. Cost $90.00 Unrealized
PSCI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 (-24.7%) Shares 6 (-25.0%) Est. Cost $99.46 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $21 (-0.9%) Shares 413 (-1.4%) Est. Cost $45.01 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $135 (-0.1%) Shares 11,216 (-2.9%) Est. Cost $10.56 Unrealized
CPSL CALAMOS ETF TR 0.0%
Value ($000) $31 (-0.4%) Shares 1,157 (-1.7%) Est. Cost $26.85 Unrealized

Unchanged Positions (524)

AVGO BROADCOM INC 0.8%
Value ($000) $107,848 Shares 311,609 Est. Cost $150.76 Unrealized +136.8%
FRDM EA SERIES TRUST 0.2%
Value ($000) $34,358 Shares 670,142 Est. Cost $36.61 Unrealized
HWKN HAWKINS INC 0.1%
Value ($000) $14,988 Shares 105,502 Est. Cost $107.16 Unrealized +37.4%
SNAP SNAP INC 0.6%
Value ($000) $80,700 Shares 10,000,000 Est. Cost $8.23 Unrealized -3.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $15,237 Shares 186,471 Est. Cost $72.35 Unrealized +24.5%
FLS FLOWSERVE CORP 0.1%
Value ($000) $12,230 Shares 176,277 Est. Cost $47.51 Unrealized +34.9%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $13,445 Shares 126,675 Est. Cost $81.82 Unrealized +41.4%
OC OWENS CORNING NEW 0.1%
Value ($000) $9,613 Shares 85,898 Est. Cost $129.25 Unrealized -9.2%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $2,242 Shares 249,671 Est. Cost $18.90 Unrealized -21.9%
AMGN AMGEN INC 0.1%
Value ($000) $14,621 Shares 44,671 Est. Cost $262.80 Unrealized +20.2%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $11,477 Shares 65,889 Est. Cost $160.02 Unrealized +14.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $54,787 Shares 1,599,145 Est. Cost $28.94 Unrealized
ACA ARCOSA INC 0.1%
Value ($000) $13,937 Shares 131,090 Est. Cost $76.42 Unrealized +32.0%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $15,428 Shares 327,843 Est. Cost $32.33 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $10,632 Shares 132,800 Est. Cost $74.64 Unrealized +10.4%
CLMB CLIMB GLOBAL SOLUTIONS INC 0.0%
Value ($000) $4,947 Shares 48,123 Est. Cost $119.84 Unrealized -3.2%
KBH KB HOME 0.1%
Value ($000) $10,875 Shares 192,793 Est. Cost $51.81 Unrealized +18.0%
FTI TECHNIPFMC PLC 0.1%
Value ($000) $10,869 Shares 243,912 Est. Cost $36.08 Unrealized +17.0%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $5,801 Shares 37,301 Est. Cost $176.44 Unrealized -7.9%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $29,903 Shares 784,645 Est. Cost $26.44 Unrealized
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $8,771 Shares 153,707 Est. Cost $60.23 Unrealized -2.4%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $6,186 Shares 288,120 Est. Cost $34.85 Unrealized -35.6%
PRI PRIMERICA INC 0.1%
Value ($000) $13,333 Shares 51,607 Est. Cost $222.38 Unrealized +17.3%
IVV ISHARES TR 0.2%
Value ($000) $31,695 Shares 46,274 Est. Cost $576.73 Unrealized
SYBT STOCK YDS BANCORP INC 0.1%
Value ($000) $12,191 Shares 187,691 Est. Cost $62.02 Unrealized +8.3%
EFSC ENTERPRISE FINL SVCS CORP 0.1%
Value ($000) $12,649 Shares 234,247 Est. Cost $48.55 Unrealized +12.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $8,911 Shares 22,486 Est. Cost $215.16 Unrealized
WTBA WEST BANCORPORATION INC 0.1%
Value ($000) $8,974 Shares 404,427 Est. Cost $20.80 Unrealized +3.8%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $9,812 Shares 157,098 Est. Cost $49.40 Unrealized +20.3%
MCY MERCURY GENL CORP NEW 0.1%
Value ($000) $7,419 Shares 78,878 Est. Cost $73.79 Unrealized +17.6%
EFV ISHARES TR 0.1%
Value ($000) $13,831 Shares 193,680 Est. Cost $53.58 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $7,743 Shares 63,484 Est. Cost $134.56 Unrealized -8.6%
WTFC WINTRUST FINL CORP 0.1%
Value ($000) $12,196 Shares 87,230 Est. Cost $123.98 Unrealized +7.3%
QUAL ISHARES TR 0.2%
Value ($000) $29,760 Shares 149,836 Est. Cost $168.16 Unrealized
FUBO FUBOTV INC 0.0%
Value ($000) $1,005 Shares 398,709 Est. Cost $2.61 Unrealized +27.5%
HD HOME DEPOT INC 0.0%
Value ($000) $3,647 Shares 10,600 Est. Cost $346.96 Unrealized +5.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $9,293 Shares 53,567 Est. Cost $174.29 Unrealized -2.0%
USLM UNITED STS LIME & MINERALS I 0.0%
Value ($000) $5,673 Shares 47,381 Est. Cost $86.95 Unrealized +42.6%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $9,814 Shares 55,089 Est. Cost $167.15 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $7,054 Shares 24,842 Est. Cost $252.30 Unrealized +12.6%
SBCF SEACOAST BKG CORP FLA 0.1%
Value ($000) $13,835 Shares 440,333 Est. Cost $28.70 Unrealized +8.6%
RRC RANGE RES CORP 0.1%
Value ($000) $7,774 Shares 220,471 Est. Cost $34.67 Unrealized +7.4%
VLUE ISHARES TR 0.0%
Value ($000) $6,187 Shares 45,253 Est. Cost $108.22 Unrealized
KAI KADANT INC 0.1%
Value ($000) $11,718 Shares 41,114 Est. Cost $265.83 Unrealized +6.7%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $6,547 Shares 70,627 Est. Cost $115.18 Unrealized -20.2%
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $7,765 Shares 179,202 Est. Cost $48.48 Unrealized -6.9%
USB US BANCORP DEL 0.0%
Value ($000) $4,349 Shares 81,509 Est. Cost $45.20 Unrealized +7.8%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $5,497 Shares 67,783 Est. Cost $91.09 Unrealized -5.6%
MUSA MURPHY USA INC 0.1%
Value ($000) $9,182 Shares 22,754 Est. Cost $407.42 Unrealized -5.9%
IOT SAMSARA INC 0.1%
Value ($000) $7,928 Shares 223,637 Est. Cost $34.02 Unrealized +13.8%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $10,755 Shares 105,474 Est. Cost $73.72 Unrealized +40.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $68,695 Shares 136,666 Est. Cost $404.32 Unrealized +23.1%
CASH PATHWARD FINANCIAL INC 0.1%
Value ($000) $10,140 Shares 142,813 Est. Cost $76.25 Unrealized -6.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $2,835 Shares 56,698 Est. Cost $50.79 Unrealized +5.8%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $9,282 Shares 201,264 Est. Cost $44.77 Unrealized +2.4%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $4,261 Shares 9,552 Est. Cost $359.83 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $2,270 Shares 193,021 Est. Cost $15.57 Unrealized
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $6,456 Shares 168,290 Est. Cost $28.40 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $954 Shares 13,958 Est. Cost $74.02 Unrealized
GGG GRACO INC 0.1%
Value ($000) $8,513 Shares 103,856 Est. Cost $77.56 Unrealized +5.7%
VNOM VIPER ENERGY INC 0.1%
Value ($000) $16,570 Shares 428,942 Est. Cost $38.10 Unrealized -0.6%
SAMT ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $9,281 Shares 240,993 Est. Cost $23.84 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2,661 Shares 6,839 Est. Cost $318.98 Unrealized +17.6%
IWB ISHARES TR 0.1%
Value ($000) $10,483 Shares 28,073 Est. Cost $284.74 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $6,337 Shares 107,935 Est. Cost $61.67 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $4,044 Shares 175,360 Est. Cost $26.68 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $26,109 Shares 55,163 Est. Cost $369.61 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,004 Shares 5,163 Est. Cost $200.83 Unrealized +4.6%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $9,432 Shares 103,590 Est. Cost $99.02 Unrealized -7.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $2,989 Shares 60,734 Est. Cost $42.79 Unrealized +7.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,551 Shares 78,550 Est. Cost $34.74 Unrealized
SAP SAP SE 0.0%
Value ($000) $2,210 Shares 9,097 Est. Cost $247.93 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $474 Shares 2,569 Est. Cost $74.55 Unrealized +100.7%
IEV ISHARES TR 0.0%
Value ($000) $3,984 Shares 58,080 Est. Cost $53.99 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $8,005 Shares 76,234 Est. Cost $73.47 Unrealized
THG HANOVER INS GROUP INC 0.1%
Value ($000) $16,413 Shares 89,804 Est. Cost $138.97 Unrealized +28.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4,193 Shares 14,284 Est. Cost $224.02 Unrealized +28.7%
ATEN A10 NETWORKS INC 0.1%
Value ($000) $7,967 Shares 450,385 Est. Cost $18.52 Unrealized -4.8%
SUSL ISHARES TR 0.0%
Value ($000) $5,143 Shares 42,411 Est. Cost $94.10 Unrealized
PSMT PRICESMART INC 0.1%
Value ($000) $9,894 Shares 80,657 Est. Cost $109.77 Unrealized +10.7%
VCTR VICTORY CAP HLDGS INC 0.1%
Value ($000) $7,234 Shares 114,660 Est. Cost $61.93 Unrealized +2.3%
CPA COPA HOLDINGS SA 0.1%
Value ($000) $7,939 Shares 65,822 Est. Cost $91.48 Unrealized +32.6%
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $10,560 Shares 380,117 Est. Cost $26.29 Unrealized +5.5%
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $1,444 Shares 33,992 Est. Cost $22.04 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $751 Shares 9,417 Est. Cost $108.31 Unrealized -23.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,850 Shares 160,169 Est. Cost $22.69 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1,039 Shares 13,512 Est. Cost $74.57 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $12,678 Shares 104,134 Est. Cost $102.21 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $6,595 Shares 91,561 Est. Cost $70.12 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,554 Shares 54,816 Est. Cost $34.27 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $399 Shares 2,806 Est. Cost $91.84 Unrealized +34.9%
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $5,536 Shares 173,868 Est. Cost $25.46 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,695 Shares 6,881 Est. Cost $241.01 Unrealized +2.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $1,171 Shares 25,177 Est. Cost $63.38 Unrealized -25.1%
WAT WATERS CORP 0.0%
Value ($000) $474 Shares 1,247 Est. Cost $367.31 Unrealized +0.2%
BYD BOYD GAMING CORP 0.1%
Value ($000) $10,258 Shares 120,342 Est. Cost $63.03 Unrealized +30.5%
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $16,006 Shares 96,420 Est. Cost $140.66 Unrealized +20.0%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $2,542 Shares 165,727 Est. Cost $9.93 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $6,096 Shares 40,915 Est. Cost $112.75 Unrealized
OXLC OXFORD LANE CAP CORP 0.0%
Value ($000) $588 Shares 40,135 Est. Cost $16.93 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $770 Shares 358 Est. Cost $1548.90 Unrealized +30.8%
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,944 Shares 65,300 Est. Cost $30.61 Unrealized
LADR LADDER CAP CORP 0.1%
Value ($000) $7,262 Shares 660,814 Est. Cost $11.15 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $648 Shares 9,032 Est. Cost $74.17 Unrealized -1.6%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $388 Shares 8,474 Est. Cost $30.10 Unrealized
USSG DBX ETF TR 0.0%
Value ($000) $2,971 Shares 46,781 Est. Cost $53.98 Unrealized
KVYO KLAVIYO INC 0.0%
Value ($000) $489 Shares 15,061 Est. Cost $32.29 Unrealized -13.3%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3,405 Shares 33,250 Est. Cost $98.40 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,906 Shares 32,150 Est. Cost $42.13 Unrealized
AUBN AUBURN NATL BANCORP 0.0%
Value ($000) $735 Shares 27,290 Est. Cost $29.00 Unrealized -11.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,011 Shares 8,400 Est. Cost $102.01 Unrealized +13.2%
V VISA INC 0.0%
Value ($000) $2,280 Shares 6,500 Est. Cost $260.75 Unrealized +30.5%
NULG NUSHARES ETF TR 0.0%
Value ($000) $2,268 Shares 23,191 Est. Cost $85.84 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $475 Shares 26,797 Est. Cost $18.15 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $1,684 Shares 26,377 Est. Cost $32.66 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $701 Shares 6,644 Est. Cost $85.61 Unrealized +28.8%
ESGD ISHARES TR 0.0%
Value ($000) $3,182 Shares 33,464 Est. Cost $76.85 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $464 Shares 3,634 Est. Cost $58.52 Unrealized +94.9%
IYH ISHARES TR 0.0%
Value ($000) $501 Shares 7,701 Est. Cost $63.34 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $5,985 Shares 126,388 Est. Cost $45.96 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $2,467 Shares 61,329 Est. Cost $26.94 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $724 Shares 5,546 Est. Cost $133.77 Unrealized -0.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $3,377 Shares 15,370 Est. Cost $178.86 Unrealized +18.8%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $267 Shares 3,859 Est. Cost $54.97 Unrealized +13.5%
ILCG ISHARES TR 0.0%
Value ($000) $6,400 Shares 61,513 Est. Cost $84.04 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,647 Shares 11,817 Est. Cost $108.99 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,797 Shares 93,006 Est. Cost $30.77 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $313 Shares 2,418 Est. Cost $87.76 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,928 Shares 68,846 Est. Cost $47.02 Unrealized
FNB F N B CORP 0.0%
Value ($000) $666 Shares 38,954 Est. Cost $10.99 Unrealized +48.0%
CPHC CANTERBURY PK HLDG CORP 0.0%
Value ($000) $642 Shares 41,682 Est. Cost $21.07 Unrealized -25.9%
GSK GSK PLC 0.0%
Value ($000) $364 Shares 7,416 Est. Cost $41.30 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $186 Shares 44,428 Est. Cost $4.75 Unrealized -18.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $1,575 Shares 4,923 Est. Cost $337.56 Unrealized -4.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $3,232 Shares 34,525 Est. Cost $98.54 Unrealized -8.6%
RMD RESMED INC 0.0%
Value ($000) $293 Shares 1,216 Est. Cost $238.44 Unrealized +7.1%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $1,806 Shares 24,379 Est. Cost $50.88 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,108 Shares 8,520 Est. Cost $79.12 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $1,862 Shares 13,313 Est. Cost $93.33 Unrealized +45.1%
IGTR INNOVATOR ETFS TRUST 0.0%
Value ($000) $561 Shares 19,995 Est. Cost $22.69 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $26,683 Shares 466,040 Est. Cost $55.99 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $1,167 Shares 6,442 Est. Cost $158.64 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $615 Shares 16,637 Est. Cost $27.50 Unrealized
BCI ABRDN ETFS 0.0%
Value ($000) $225 Shares 11,545 Est. Cost $20.31 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $549 Shares 13,595 Est. Cost $40.33 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $584 Shares 1,315 Est. Cost $434.96 Unrealized +0.5%
GABC GERMAN AMERN BANCORP INC 0.1%
Value ($000) $10,563 Shares 269,597 Est. Cost $35.77 Unrealized +9.1%
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value ($000) $152 Shares 13,028 Est. Cost $8.82 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $6,855 Shares 71,210 Est. Cost $84.10 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $330 Shares 4,619 Est. Cost $43.10 Unrealized
INTF ISHARES TR 0.0%
Value ($000) $419 Shares 11,094 Est. Cost $30.25 Unrealized
KAPA KAIROS PHARMA LTD 0.0%
Value ($000) $31 Shares 44,286 Est. Cost $1.28 Unrealized -26.9%
PII POLARIS INC 0.0%
Value ($000) $234 Shares 3,694 Est. Cost $53.92 Unrealized +22.1%
AGNC AGNC INVT CORP 0.0%
Value ($000) $202 Shares 18,866 Est. Cost $9.60 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $492 Shares 7,648 Est. Cost $51.66 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $456 Shares 4,230 Est. Cost $69.61 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $1,096 Shares 41,418 Est. Cost $27.94 Unrealized
STRATEGY INC 0.0%
Value ($000) $99 Shares 1,260 Est. Cost $119.07 Unrealized
FDIG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $58 Shares 1,513 Est. Cost $35.60 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $2,133 Shares 72,188 Est. Cost $23.13 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,953 Shares 6,464 Est. Cost $253.55 Unrealized
NYLI CBRE GBL INFR MEGTRNDS 0.0%
Value ($000) $206 Shares 15,000 Est. Cost $12.17 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $82 Shares 1,147 Est. Cost $41.54 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $68 Shares 1,991 Est. Cost $27.34 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $87 Shares 14,226 Est. Cost $8.72 Unrealized -31.5%
EEM ISHARES TR 0.0%
Value ($000) $548 Shares 10,011 Est. Cost $41.33 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $270 Shares 822 Est. Cost $313.80 Unrealized +4.0%
USFR WISDOMTREE TR 0.1%
Value ($000) $19,890 Shares 395,278 Est. Cost $50.29 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $279 Shares 2,797 Est. Cost $93.85 Unrealized +8.7%
IR INGERSOLL RAND INC 0.0%
Value ($000) $334 Shares 4,217 Est. Cost $90.05 Unrealized -12.3%
TRMB TRIMBLE INC 0.0%
Value ($000) $261 Shares 3,330 Est. Cost $68.51 Unrealized +16.3%
TNYA TENAYA THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 12,065 Est. Cost $1.01 Unrealized +35.0%
QUS SPDR SERIES TRUST 0.0%
Value ($000) $626 Shares 3,596 Est. Cost $145.63 Unrealized
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $281 Shares 7,593 Est. Cost $20.68 Unrealized +75.0%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $9,903 Shares 333,889 Est. Cost $28.80 Unrealized
IXJ ISHARES TR 0.0%
Value ($000) $108 Shares 1,107 Est. Cost $92.60 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,459 Shares 61,684 Est. Cost $23.58 Unrealized
DRTS ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $109 Shares 21,945 Est. Cost $2.83 Unrealized +48.9%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $333 Shares 19,191 Est. Cost $25.07 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,284 Shares 9,100 Est. Cost $124.35 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $491 Shares 4,933 Est. Cost $86.35 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value ($000) $109 Shares 1,055 Est. Cost $96.31 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $506 Shares 12,992 Est. Cost $31.03 Unrealized +25.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $150 Shares 4,340 Est. Cost $28.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $175 Shares 2,091 Est. Cost $72.42 Unrealized
ISCB ISHARES TR 0.0%
Value ($000) $266 Shares 4,089 Est. Cost $56.26 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $250 Shares 19,781 Est. Cost $12.26 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $72 Shares 11,473 Est. Cost $7.26 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $445 Shares 9,900 Est. Cost $38.19 Unrealized
CTBI COMMUNITY TR BANCORP INC 0.0%
Value ($000) $706 Shares 12,494 Est. Cost $45.52 Unrealized +20.5%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $372 Shares 9,000 Est. Cost $30.01 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $466 Shares 9,040 Est. Cost $40.63 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,026 Shares 43,361 Est. Cost $23.65 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $473 Shares 12,369 Est. Cost $30.28 Unrealized
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $60 Shares 1,200 Est. Cost $43.96 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $132 Shares 473 Est. Cost $253.24 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $348 Shares 8,200 Est. Cost $37.05 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $115 Shares 730 Est. Cost $124.20 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $128 Shares 16,942 Est. Cost $7.91 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,732 Shares 84,099 Est. Cost $20.06 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $210 Shares 2,271 Est. Cost $75.82 Unrealized
JSMD JANUS DETROIT STR TR 0.0%
Value ($000) $242 Shares 2,969 Est. Cost $69.92 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $278 Shares 1,200 Est. Cost $231.54 Unrealized -1.8%
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $191 Shares 10,585 Est. Cost $17.75 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $189 Shares 975 Est. Cost $121.91 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $184 Shares 1,149 Est. Cost $142.57 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $270 Shares 1,761 Est. Cost $136.77 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $260 Shares 5,853 Est. Cost $39.72 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $132 Shares 4,154 Est. Cost $26.97 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $214 Shares 3,312 Est. Cost $50.38 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $174 Shares 3,632 Est. Cost $42.59 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $33 Shares 1,092 Est. Cost $27.35 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $242 Shares 4,331 Est. Cost $40.17 Unrealized
OCTZ ELEVATION SERIES TRUST 0.0%
Value ($000) $234 Shares 5,500 Est. Cost $43.46 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $85 Shares 1,423 Est. Cost $47.60 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $762 Shares 13,232 Est. Cost $38.81 Unrealized
PGRO PUTNAM ETF TRUST 0.0%
Value ($000) $961 Shares 21,520 Est. Cost $34.61 Unrealized
DWM WISDOMTREE TR 0.0%
Value ($000) $113 Shares 1,650 Est. Cost $52.51 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $53 Shares 1,434 Est. Cost $22.79 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $100 Shares 3,447 Est. Cost $22.26 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $559 Shares 22,925 Est. Cost $24.10 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $125 Shares 1,861 Est. Cost $52.86 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $162 Shares 9,247 Est. Cost $22.11 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $132 Shares 3,500 Est. Cost $33.73 Unrealized
BA BOEING CO 0.0%
Value ($000) $1,910 Shares 8,795 Est. Cost $190.43 Unrealized +8.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $32 Shares 495 Est. Cost $47.01 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $1,599 Shares 15,368 Est. Cost $90.51 Unrealized
SSUS STRATEGY SHS 0.0%
Value ($000) $277 Shares 5,678 Est. Cost $38.45 Unrealized
STXI EA SERIES TRUST 0.0%
Value ($000) $101 Shares 3,249 Est. Cost $24.62 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $297 Shares 1,071 Est. Cost $201.09 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $118 Shares 2,069 Est. Cost $55.05 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $148 Shares 2,095 Est. Cost $53.36 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $168 Shares 1,711 Est. Cost $95.54 Unrealized
DDFS INNOVATOR ETFS TRUST 0.0%
Value ($000) $249 Shares 11,735 Est. Cost $20.89 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $195 Shares 2,801 Est. Cost $61.24 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $220 Shares 3,296 Est. Cost $60.23 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $98 Shares 37,000 Est. Cost $2.10 Unrealized +29.3%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $41 Shares 515 Est. Cost $76.58 Unrealized
MMSC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $111 Shares 4,649 Est. Cost $20.74 Unrealized
BSTP INNOVATOR ETFS TRUST 0.0%
Value ($000) $151 Shares 4,075 Est. Cost $30.26 Unrealized
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $113 Shares 12,281 Est. Cost $7.51 Unrealized +17.6%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $172 Shares 22,927 Est. Cost $7.33 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $132 Shares 1,089 Est. Cost $101.73 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $104 Shares 1,068 Est. Cost $89.38 Unrealized
GNOM GLOBAL X FDS 0.0%
Value ($000) $18 Shares 400 Est. Cost $38.83 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $75 Shares 20,281 Est. Cost $3.97 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 205 Est. Cost $75.68 Unrealized
PICK ISHARES INC 0.0%
Value ($000) $18 Shares 359 Est. Cost $40.60 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $23 Shares 157 Est. Cost $108.09 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $120 Shares 2,691 Est. Cost $42.19 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $111 Shares 2,516 Est. Cost $36.05 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $107 Shares 2,000 Est. Cost $44.65 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $110 Shares 1,820 Est. Cost $54.13 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $34.88 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $231 Shares 9,811 Est. Cost $23.49 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $54 Shares 1,572 Est. Cost $36.33 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $23 Shares 305 Est. Cost $71.06 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $195 Shares 827 Est. Cost $210.10 Unrealized
DYFI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $210 Shares 9,114 Est. Cost $24.90 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $67 Shares 3,273 Est. Cost $21.43 Unrealized
FSCS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $97 Shares 2,718 Est. Cost $35.41 Unrealized
HAWX ISHARES TR 0.0%
Value ($000) $51 Shares 1,304 Est. Cost $32.29 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $350 Shares 4,156 Est. Cost $71.42 Unrealized
DTCR GLOBAL X FDS 0.0%
Value ($000) $71 Shares 3,348 Est. Cost $15.06 Unrealized
SHE SPDR SERIES TRUST 0.0%
Value ($000) $70 Shares 532 Est. Cost $109.15 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $123 Shares 2,795 Est. Cost $40.29 Unrealized
OAIM UNIFIED SER TR 0.0%
Value ($000) $72 Shares 1,749 Est. Cost $38.20 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $8 Shares 82 Est. Cost $101.83 Unrealized +10.7%
SRVR PACER FDS TR 0.0%
Value ($000) $19 Shares 669 Est. Cost $36.19 Unrealized
UOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $127 Shares 3,250 Est. Cost $36.78 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $230 Shares 9,920 Est. Cost $23.20 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $96 Shares 10,407 Est. Cost $8.42 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 333 Est. Cost $45.33 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $110 Shares 2,099 Est. Cost $48.30 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $47 Shares 1,129 Est. Cost $37.09 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $51 Shares 1,187 Est. Cost $36.22 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $70 Shares 1,072 Est. Cost $58.49 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $73 Shares 1,450 Est. Cost $44.03 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $83 Shares 2,000 Est. Cost $34.99 Unrealized
SWAN AMPLIFY ETF TR 0.0%
Value ($000) $186 Shares 5,734 Est. Cost $27.92 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $36 Shares 377 Est. Cost $81.46 Unrealized
BSMV INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $126 Shares 5,967 Est. Cost $21.21 Unrealized
BSMW INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $126 Shares 5,009 Est. Cost $25.35 Unrealized
DECZ ELEVATION SERIES TRUST 0.0%
Value ($000) $137 Shares 3,413 Est. Cost $40.74 Unrealized
IDGT ISHARES TR 0.0%
Value ($000) $79 Shares 928 Est. Cost $80.55 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 450 Est. Cost $47.73 Unrealized
AUGZ ELEVATION SERIES TRUST 0.0%
Value ($000) $91 Shares 2,152 Est. Cost $43.00 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $138 Shares 1,354 Est. Cost $99.33 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $219 Shares 38,730 Est. Cost $4.70 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $44 Shares 605 Est. Cost $51.06 Unrealized
BSMU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $128 Shares 5,807 Est. Cost $22.02 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $287 Shares 4,140 Est. Cost $55.65 Unrealized
FIVA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $17 Shares 488 Est. Cost $31.28 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $110 Shares 1,116 Est. Cost $80.36 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $77 Shares 600 Est. Cost $110.58 Unrealized
INDS PACER FDS TR 0.0%
Value ($000) $95 Shares 2,579 Est. Cost $39.75 Unrealized
TMFG RBB FD INC 0.0%
Value ($000) $136 Shares 4,519 Est. Cost $30.08 Unrealized
MAYM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $104 Shares 3,231 Est. Cost $31.27 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $21 Shares 182 Est. Cost $84.45 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $21 Shares 559 Est. Cost $25.04 Unrealized
HERO GLOBAL X FDS 0.0%
Value ($000) $9 Shares 310 Est. Cost $22.41 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $174 Shares 4,640 Est. Cost $36.56 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $180 Shares 1,478 Est. Cost $102.71 Unrealized
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $61 Shares 219 Est. Cost $159.77 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $16 Shares 425 Est. Cost $36.73 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $37 Shares 756 Est. Cost $36.65 Unrealized
AADR ADVISORSHARES TR 0.0%
Value ($000) $201 Shares 2,328 Est. Cost $78.98 Unrealized
CPRY CALAMOS ETF TR 0.0%
Value ($000) $33 Shares 1,210 Est. Cost $26.04 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $72 Shares 1,800 Est. Cost $39.31 Unrealized
HYBI NEOS ETF TRUST 0.0%
Value ($000) $144 Shares 2,869 Est. Cost $50.71 Unrealized
OAEM UNIFIED SER TR 0.0%
Value ($000) $18 Shares 498 Est. Cost $32.33 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $142 Shares 1,496 Est. Cost $95.48 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $444 Shares 8,900 Est. Cost $49.91 Unrealized
BDVG LITMAN GREGORY FDS TR 0.0%
Value ($000) $109 Shares 8,535 Est. Cost $11.66 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $379 Shares 7,873 Est. Cost $48.40 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $273 Shares 34,090 Est. Cost $8.20 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $357 Shares 12,162 Est. Cost $29.41 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $5 Shares 110 Est. Cost $26.29 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 396 Est. Cost $44.29 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $39 Shares 914 Est. Cost $32.74 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $19 Shares 616 Est. Cost $24.35 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $35 Shares 374 Est. Cost $81.21 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $28 Shares 578 Est. Cost $42.64 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $27 Shares 419 Est. Cost $48.16 Unrealized
CPSF CALAMOS ETF TR 0.0%
Value ($000) $53 Shares 2,072 Est. Cost $25.15 Unrealized
FEDERATED HERMES PREM MUNI I 0.0%
Value ($000) $143 Shares 12,866 Est. Cost $10.99 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $14 Shares 258 Est. Cost $40.24 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $812 Shares 16,663 Est. Cost $48.68 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $94 Shares 1,200 Est. Cost $76.11 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $745 Shares 28,650 Est. Cost $25.10 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $461 Shares 25,295 Est. Cost $18.02 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $787 Shares 41,000 Est. Cost $18.71 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $44 Shares 547 Est. Cost $65.21 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $30 Shares 1,564 Est. Cost $19.84 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $41 Shares 135 Est. Cost $286.27 Unrealized
IQQQ PROSHARES TR 0.0%
Value ($000) $83 Shares 1,860 Est. Cost $44.05 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $23 Shares 1,029 Est. Cost $18.46 Unrealized
ISPY PROSHARES TR 0.0%
Value ($000) $66 Shares 1,445 Est. Cost $45.11 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $33 Shares 420 Est. Cost $57.92 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $75 Shares 992 Est. Cost $55.51 Unrealized
STXD EA SERIES TRUST 0.0%
Value ($000) $50 Shares 1,355 Est. Cost $31.90 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $7 Shares 135 Est. Cost $59.92 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $31 Shares 1,250 Est. Cost $20.50 Unrealized
QPX ADVISORSHARES TR 0.0%
Value ($000) $20 Shares 439 Est. Cost $38.74 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $31 Shares 1,095 Est. Cost $21.86 Unrealized
PBJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 600 Est. Cost $48.72 Unrealized
LQDW ISHARES TR 0.0%
Value ($000) $22 Shares 884 Est. Cost $33.61 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $30 Shares 1,557 Est. Cost $22.03 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $32 Shares 600 Est. Cost $44.60 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $27 Shares 147 Est. Cost $155.50 Unrealized
DDFL INNOVATOR ETFS TRUST 0.0%
Value ($000) $36 Shares 1,750 Est. Cost $20.19 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 584 Est. Cost $28.96 Unrealized
XSD SPDR SERIES TRUST 0.0%
Value ($000) $80 Shares 248 Est. Cost $207.45 Unrealized
CHAT TIDAL TRUST II 0.0%
Value ($000) $14 Shares 239 Est. Cost $61.50 Unrealized
XRT SPDR SERIES TRUST 0.0%
Value ($000) $57 Shares 665 Est. Cost $64.42 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $91 Shares 1,806 Est. Cost $50.52 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $37 Shares 249 Est. Cost $129.47 Unrealized
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $70 Shares 1,727 Est. Cost $40.27 Unrealized
NZAC SPDR INDEX SHS FDS 0.0%
Value ($000) $66 Shares 1,544 Est. Cost $37.50 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $46 Shares 2,102 Est. Cost $19.79 Unrealized
XTWO BONDBLOXX ETF TRUST 0.0%
Value ($000) $301 Shares 6,090 Est. Cost $49.19 Unrealized
EVX VANECK ETF TRUST 0.0%
Value ($000) $28 Shares 732 Est. Cost $54.12 Unrealized
DAPP VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.75 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $114 Shares 2,249 Est. Cost $51.06 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $25 Shares 387 Est. Cost $62.45 Unrealized
UTES ETFIS SER TR I 0.0%
Value ($000) $9 Shares 110 Est. Cost $75.96 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $163 Shares 7,136 Est. Cost $22.93 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $11 Shares 329 Est. Cost $26.15 Unrealized
NFLT ETFIS SER TR I 0.0%
Value ($000) $426 Shares 18,504 Est. Cost $22.43 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $207 Shares 3,611 Est. Cost $48.98 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 60 Est. Cost $22.28 Unrealized
PFFV GLOBAL X FDS 0.0%
Value ($000) $11 Shares 484 Est. Cost $24.79 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $12 Shares 75 Est. Cost $132.57 Unrealized
FIDI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 260 Est. Cost $21.46 Unrealized
QCOC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $21 Shares 950 Est. Cost $19.63 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 45 Est. Cost $54.97 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 346 Est. Cost $28.70 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 204 Est. Cost $80.53 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $138 Shares 2,629 Est. Cost $43.62 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 193 Est. Cost $34.21 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $26 Shares 313 Est. Cost $71.53 Unrealized
CEFA GLOBAL X FDS 0.0%
Value ($000) $14 Shares 390 Est. Cost $31.29 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $100 Shares 4,425 Est. Cost $22.55 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $217 Shares 17,243 Est. Cost $12.56 Unrealized
CPNM CALAMOS ETF TR 0.0%
Value ($000) $21 Shares 817 Est. Cost $25.60 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.45 Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $17 Shares 347 Est. Cost $42.02 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 377 Est. Cost $27.50 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.0%
Value ($000) $18 Shares 700 Est. Cost $25.26 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.20 Unrealized
NZUS SPDR SERIES TRUST 0.0%
Value ($000) $13 Shares 366 Est. Cost $33.76 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $15 Shares 342 Est. Cost $34.32 Unrealized
LDEM ISHARES TR 0.0%
Value ($000) $21 Shares 368 Est. Cost $43.83 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $40 Shares 704 Est. Cost $56.88 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 290 Est. Cost $20.69 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $37 Shares 917 Est. Cost $40.45 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $18 Shares 700 Est. Cost $24.96 Unrealized
FEBZ ELEVATION SERIES TRUST 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.23 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $6 Shares 216 Est. Cost $23.68 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $20 Shares 475 Est. Cost $36.89 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $16 Shares 400 Est. Cost $38.11 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 135 Est. Cost $153.76 Unrealized
AFMC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $31.59 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 97 Est. Cost $29.44 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $32 Shares 475 Est. Cost $71.58 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $115.30 Unrealized
IBHF ISHARES TR 0.0%
Value ($000) $31 Shares 1,323 Est. Cost $23.36 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $116 Shares 960 Est. Cost $114.88 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value ($000) $18 Shares 465 Est. Cost $36.84 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $11 Shares 278 Est. Cost $32.18 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $29 Shares 326 Est. Cost $63.26 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.65 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $43 Shares 664 Est. Cost $58.19 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 100 Est. Cost $82.50 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 125 Est. Cost $60.00 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $80 Shares 3,404 Est. Cost $23.11 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.30 Unrealized
XC WISDOMTREE TR 0.0%
Value ($000) $2 Shares 72 Est. Cost $30.71 Unrealized
NUHY NUSHARES ETF TR 0.0%
Value ($000) $19 Shares 868 Est. Cost $21.70 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.76 Unrealized
HOMZ ETF SER SOLUTIONS 0.0%
Value ($000) $4 Shares 89 Est. Cost $40.33 Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 202 Est. Cost $39.52 Unrealized
DTF TAX-FREE INCOME 2028 TER 0.0%
Value ($000) $166 Shares 14,545 Est. Cost $10.75 Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $60 Shares 593 Est. Cost $95.73 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.39 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $74 Shares 3,885 Est. Cost $18.77 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 287 Est. Cost $23.36 Unrealized
BLACKROCK MUN INCOME QUALITY 0.0%
Value ($000) $147 Shares 13,473 Est. Cost $11.21 Unrealized
KORP AMERICAN CENTY ETF TR 0.0%
Value ($000) $18 Shares 382 Est. Cost $48.31 Unrealized
WTPI WISDOMTREE TR 0.0%
Value ($000) $17 Shares 500 Est. Cost $33.24 Unrealized
JANZ ELEVATION SERIES TRUST 0.0%
Value ($000) $33 Shares 856 Est. Cost $37.96 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value ($000) $57 Shares 1,175 Est. Cost $51.37 Unrealized
XHE SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.40 Unrealized
BBMC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 47 Est. Cost $92.45 Unrealized
SDG ISHARES TR 0.0%
Value ($000) $10 Shares 118 Est. Cost $84.79 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.28 Unrealized
APRZ ELEVATION SERIES TRUST 0.0%
Value ($000) $8 Shares 207 Est. Cost $37.98 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 310 Est. Cost $26.35 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $81.81 Unrealized
QDIV GLOBAL X FDS 0.0%
Value ($000) $7 Shares 208 Est. Cost $28.85 Unrealized
CCEF CALAMOS ETF TR 0.0%
Value ($000) $12 Shares 400 Est. Cost $29.09 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 139 Est. Cost $48.47 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $24 Shares 212 Est. Cost $96.30 Unrealized
NUMG NUSHARES ETF TR 0.0%
Value ($000) $5 Shares 107 Est. Cost $47.59 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $63 Shares 2,823 Est. Cost $22.47 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $29 Shares 1,050 Est. Cost $26.69 Unrealized
BATT AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 114 Est. Cost $10.27 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 40 Est. Cost $22.51 Unrealized
EMC GLOBAL X FDS 0.0%
Value ($000) $6 Shares 209 Est. Cost $29.34 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 96 Est. Cost $28.61 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 97 Est. Cost $64.94 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.73 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $3 Shares 52 Est. Cost $71.51 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $7 Shares 355 Est. Cost $18.58 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.68 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $9 Shares 188 Est. Cost $44.36 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $10 Shares 192 Est. Cost $31.25 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value ($000) $7 Shares 258 Est. Cost $24.10 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 37 Est. Cost $64.36 Unrealized
AMZA ETFIS SER TR I 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.51 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $96.20 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 603 Est. Cost $18.63 Unrealized
FVC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.42 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $115.08 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $202 Shares 1,631 Est. Cost $98.02 Unrealized
IAI ISHARES TR 0.0%
Value ($000) $4 Shares 22 Est. Cost $140.09 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $190.72 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 40 Est. Cost $47.10 Unrealized
NTSE WISDOMTREE TR 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.21 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $109.21 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.46 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 73 Est. Cost $51.05 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $10 Shares 411 Est. Cost $24.52 Unrealized
IJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $2 Shares 45 Est. Cost $31.98 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $19 Shares 283 Est. Cost $53.47 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 27 Est. Cost $53.63 Unrealized
HYGW ISHARES TR 0.0%
Value ($000) $2 Shares 75 Est. Cost $35.02 Unrealized
SDIV GLOBAL X FDS 0.0%
Value ($000) $18 Shares 768 Est. Cost $22.55 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $13 Shares 140 Est. Cost $93.55 Unrealized
RXI ISHARES TR 0.0%
Value ($000) $4 Shares 21 Est. Cost $184.35 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $71.35 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $3 Shares 61 Est. Cost $47.31 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 26 Est. Cost $24.98 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $97.00 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.21 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $16 Shares 335 Est. Cost $40.38 Unrealized
CCOR LISTED FDS TR 0.0%
Value ($000) $7 Shares 250 Est. Cost $27.93 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $10 Shares 270 Est. Cost $31.02 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $55.20 Unrealized
EMNT PIMCO ETF TR 0.0%
Value ($000) $9 Shares 94 Est. Cost $98.97 Unrealized
EWH ISHARES INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $19.82 Unrealized
TOLZ PROSHARES TR 0.0%
Value ($000) $43 Shares 786 Est. Cost $49.12 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.25 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.40 Unrealized
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 35 Est. Cost $89.56 Unrealized
BRLN BLACKROCK ETF TRUST II 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.88 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2 Shares 55 Est. Cost $35.42 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $24 Shares 601 Est. Cost $38.36 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.50 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 24 Est. Cost $81.47 Unrealized
MJ AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.50 Unrealized
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $0 Shares 17 Est. Cost $20.76 Unrealized
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $7 Shares 53 Est. Cost $123.11 Unrealized
ESIX SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 129 Est. Cost $30.01 Unrealized
FITE SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 49 Est. Cost $61.78 Unrealized
EWW ISHARES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $46.80 Unrealized
IVAL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.88 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $42.93 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.50 Unrealized
SMDV PROSHARES TR 0.0%
Value ($000) $15 Shares 223 Est. Cost $65.65 Unrealized
CMBS ISHARES TR 0.0%
Value ($000) $49 Shares 993 Est. Cost $49.07 Unrealized
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.94 Unrealized
PHYL PGIM ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $34.82 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 23 Est. Cost $72.65 Unrealized
BSJV INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 53 Est. Cost $26.02 Unrealized
ONEY SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.20 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.00 Unrealized
BSJU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 55 Est. Cost $25.40 Unrealized
TDV PROSHARES TR 0.0%
Value ($000) $4 Shares 42 Est. Cost $86.50 Unrealized
HSCZ ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.01 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.33 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.98 Unrealized