CHOREO, LLC Diversified Active

CIK: 0001679031 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 23, 2026

Total Value ($000): $7,848,575 (100.0% shares, 0.0% debt)

Holdings (1,575)

New Positions (113)

UL UNILEVER PLC 0.0%
Value ($000) $3,065 Shares 46,706 Est. Cost $65.61 Unrealized
SMA SMARTSTOP SELF STORAG REIT 0.0%
Value ($000) $2,941 Shares 93,730 Est. Cost $31.38 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $1,727 Shares 20,563 Est. Cost $84.91 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $1,686 Shares 25,580 Est. Cost $63.23 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.0%
Value ($000) $1,681 Shares 120,342 Est. Cost $13.97 Unrealized
JFLX J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $1,416 Shares 28,044 Est. Cost $50.49 Unrealized
CMDT PIMCO ETF TR 0.0%
Value ($000) $1,360 Shares 48,595 Est. Cost $27.99 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $1,243 Shares 36,924 Est. Cost $33.66 Unrealized
CWK CUSHMAN AND WAKEFIELD LTD 0.0%
Value ($000) $980 Shares 59,670 Est. Cost $15.85 Unrealized 0.0%
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $619 Shares 23,186 Est. Cost $23.90 Unrealized 0.0%
CON CONCENTRA GROUP HOLDINGS 0.0%
Value ($000) $608 Shares 30,440 Est. Cost $19.96 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP 0.0%
Value ($000) $589 Shares 4,064 Est. Cost $153.78 Unrealized 0.0%
TRU TRANSUNION 0.0%
Value ($000) $582 Shares 6,689 Est. Cost $82.11 Unrealized 0.0%
SUPN SUPERNUS PHARMACEUTICALS 0.0%
Value ($000) $572 Shares 11,457 Est. Cost $48.62 Unrealized 0.0%
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $501 Shares 32,644 Est. Cost $15.35 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $492 Shares 2,883 Est. Cost $153.31 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $473 Shares 3,321 Est. Cost $113.25 Unrealized 0.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $455 Shares 2,205 Est. Cost $178.28 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS 0.0%
Value ($000) $450 Shares 6,688 Est. Cost $49.01 Unrealized 0.0%
RBC RBC BEARINGS INC 0.0%
Value ($000) $441 Shares 974 Est. Cost $423.49 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $436 Shares 3,888 Est. Cost $110.64 Unrealized 0.0%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $413 Shares 4,463 Est. Cost $95.68 Unrealized 0.0%
ARMK ARAMARK 0.0%
Value ($000) $389 Shares 10,436 Est. Cost $37.92 Unrealized 0.0%
FTCA PUTNAM ETF TRUST 0.0%
Value ($000) $388 Shares 52,865 Est. Cost $7.33 Unrealized
RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $365 Shares 325,000 Est. Cost $1.12 Unrealized
RLI RLI CORP 0.0%
Value ($000) $346 Shares 5,356 Est. Cost $61.46 Unrealized 0.0%
CDE COEUR MNG INC 0.0%
Value ($000) $341 Shares 18,839 Est. Cost $17.39 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $339 Shares 6,946 Est. Cost $47.08 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value ($000) $324 Shares 12,247 Est. Cost $24.32 Unrealized 0.0%
FORM FORMFACTOR INC 0.0%
Value ($000) $323 Shares 5,655 Est. Cost $50.39 Unrealized 0.0%
EG EVEREST GROUP LTD 0.0%
Value ($000) $317 Shares 930 Est. Cost $330.24 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $312 Shares 9,940 Est. Cost $31.34 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $311 Shares 976 Est. Cost $300.56 Unrealized 0.0%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $294 Shares 508 Est. Cost $500.63 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $292 Shares 1,985 Est. Cost $144.68 Unrealized 0.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $292 Shares 6,658 Est. Cost $41.17 Unrealized 0.0%
HCC WARRIOR MET COAL INC 0.0%
Value ($000) $286 Shares 3,225 Est. Cost $75.18 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS 0.0%
Value ($000) $284 Shares 2,005 Est. Cost $141.64 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $270 Shares 4,957 Est. Cost $40.88 Unrealized 0.0%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $269 Shares 17,903 Est. Cost $15.00 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $268 Shares 1,759 Est. Cost $152.83 Unrealized 0.0%
ASH ASHLAND INC 0.0%
Value ($000) $268 Shares 4,532 Est. Cost $52.60 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $263 Shares 13,239 Est. Cost $19.57 Unrealized 0.0%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $263 Shares 3,319 Est. Cost $72.59 Unrealized 0.0%
OII OCEANEERING INTL INC 0.0%
Value ($000) $261 Shares 10,739 Est. Cost $24.15 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $258 Shares 1,582 Est. Cost $164.43 Unrealized 0.0%
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $255 Shares 8,720 Est. Cost $29.28 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $255 Shares 2,020 Est. Cost $129.40 Unrealized 0.0%
BLACKROCK TECH AND PRIVATE 0.0%
Value ($000) $254 Shares 38,072 Est. Cost $6.67 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $254 Shares 11,523 Est. Cost $22.02 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $254 Shares 1,488 Est. Cost $170.50 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $248 Shares 2,492 Est. Cost $103.53 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $247 Shares 13,548 Est. Cost $16.21 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS 0.0%
Value ($000) $244 Shares 4,814 Est. Cost $49.79 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $244 Shares 6,909 Est. Cost $35.43 Unrealized 0.0%
ENVA ENOVA INTL INC 0.0%
Value ($000) $243 Shares 1,525 Est. Cost $130.16 Unrealized 0.0%
URA GLOBAL X FDS 0.0%
Value ($000) $241 Shares 5,633 Est. Cost $42.81 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $241 Shares 2,098 Est. Cost $103.46 Unrealized 0.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $240 Shares 8,920 Est. Cost $23.61 Unrealized 0.0%
M MACYS INC 0.0%
Value ($000) $239 Shares 10,694 Est. Cost $20.47 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $237 Shares 3,379 Est. Cost $64.09 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST 0.0%
Value ($000) $235 Shares 4,663 Est. Cost $50.40 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $234 Shares 1,448 Est. Cost $148.21 Unrealized 0.0%
IGF ISHARES TR 0.0%
Value ($000) $229 Shares 3,716 Est. Cost $61.72 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $226 Shares 2,553 Est. Cost $85.17 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $226 Shares 1,224 Est. Cost $166.24 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $225 Shares 1,866 Est. Cost $114.29 Unrealized 0.0%
BCTK BARON ETF TR 0.0%
Value ($000) $223 Shares 8,828 Est. Cost $25.25 Unrealized
MDGL MADRIGAL PHARMACEUTICALS 0.0%
Value ($000) $222 Shares 381 Est. Cost $510.76 Unrealized 0.0%
W WAYFAIR INC 0.0%
Value ($000) $218 Shares 2,161 Est. Cost $96.17 Unrealized 0.0%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $218 Shares 706 Est. Cost $266.28 Unrealized 0.0%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $217 Shares 1,595 Est. Cost $125.75 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $214 Shares 1,471 Est. Cost $145.17 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $213 Shares 1,234 Est. Cost $164.86 Unrealized 0.0%
CTS CTS CORP 0.0%
Value ($000) $213 Shares 4,896 Est. Cost $41.90 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $212 Shares 3,996 Est. Cost $52.55 Unrealized 0.0%
XAI OCTAGN FLT RAT & ALT 0.0%
Value ($000) $210 Shares 44,095 Est. Cost $4.77 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $210 Shares 3,006 Est. Cost $61.82 Unrealized 0.0%
PLUS EPLUS INC 0.0%
Value ($000) $210 Shares 2,365 Est. Cost $82.50 Unrealized 0.0%
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $208 Shares 10,925 Est. Cost $20.17 Unrealized 0.0%
GKOS GLAUKOS CORP 0.0%
Value ($000) $207 Shares 1,814 Est. Cost $95.54 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $207 Shares 1,135 Est. Cost $169.50 Unrealized 0.0%
CENX CENTURY ALUM CO 0.0%
Value ($000) $207 Shares 5,208 Est. Cost $31.24 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $206 Shares 2,000 Est. Cost $112.38 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $206 Shares 3,841 Est. Cost $53.64 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF 0.0%
Value ($000) $205 Shares 7,414 Est. Cost $27.66 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $205 Shares 12,895 Est. Cost $15.68 Unrealized 0.0%
ESTA ESTABLISHMENT LABS HLDGS 0.0%
Value ($000) $204 Shares 2,794 Est. Cost $60.38 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $203 Shares 1,683 Est. Cost $123.55 Unrealized 0.0%
CR CRANE COMPANY 0.0%
Value ($000) $202 Shares 1,078 Est. Cost $185.35 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $200 Shares 1,995 Est. Cost $92.83 Unrealized 0.0%
FIRST TR INTER DURATN PFD & 0.0%
Value ($000) $192 Shares 10,238 Est. Cost $18.77 Unrealized
SBGI SINCLAIR INC 0.0%
Value ($000) $190 Shares 12,348 Est. Cost $14.85 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $188 Shares 11,407 Est. Cost $16.45 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $159 Shares 14,504 Est. Cost $9.84 Unrealized 0.0%
NEUBERGER NEXT GENERATION 0.0%
Value ($000) $156 Shares 10,616 Est. Cost $14.65 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $151 Shares 10,884 Est. Cost $16.67 Unrealized 0.0%
MORGAN STANLEY EMKT DBT FD 0.0%
Value ($000) $147 Shares 19,748 Est. Cost $7.45 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $124 Shares 12,743 Est. Cost $9.72 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $113 Shares 10,851 Est. Cost $14.23 Unrealized 0.0%
FRMI FERMI INC 0.0%
Value ($000) $98 Shares 12,150 Est. Cost $19.51 Unrealized 0.0%
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $97 Shares 22,500 Est. Cost $4.71 Unrealized 0.0%
UMC UNITED MICROELECTRONICS 0.0%
Value ($000) $83 Shares 10,488 Est. Cost $7.96 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $71 Shares 10,969 Est. Cost $6.51 Unrealized
BBBY BED BATH & BEYOND INC 0.0%
Value ($000) $68 Shares 12,327 Est. Cost $7.27 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $51 Shares 38,849 Est. Cost $1.32 Unrealized 0.0%
ASPN ASPEN AEROGELS INC 0.0%
Value ($000) $50 Shares 16,828 Est. Cost $5.16 Unrealized 0.0%
SLDP SOLID POWER INC 0.0%
Value ($000) $46 Shares 10,844 Est. Cost $5.52 Unrealized 0.0%
INVESCO SR INCOME TR 0.0%
Value ($000) $37 Shares 11,261 Est. Cost $3.31 Unrealized
ITRON INC 0.0%
Value ($000) $37 Shares 36,000 Est. Cost $1.02 Unrealized
SYNAPTICS INC 0.0%
Value ($000) $35 Shares 33,000 Est. Cost $1.06 Unrealized
LANTHEUS HLDGS INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.15 Unrealized
DATADOG INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized

Increased Positions (510)

VOO VANGUARD INDEX FDS 2.1%
Value ($000) $161,816 (+18.2%) Shares 256,152 (+14.9%) Est. Cost $478.75 Unrealized
BND VANGUARD BD INDEX FDS 2.0%
Value ($000) $160,304 (+17.0%) Shares 2,158,395 (+17.2%) Est. Cost $72.84 Unrealized
IEFA ISHARES TR 2.3%
Value ($000) $183,070 (+11.2%) Shares 2,037,050 (+8.0%) Est. Cost $75.73 Unrealized
VTV VANGUARD INDEX FDS 5.2%
Value ($000) $407,428 (+3.8%) Shares 2,117,942 (+1.1%) Est. Cost $127.06 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.9%
Value ($000) $71,457 (+16.5%) Shares 1,426,283 (+7.3%) Est. Cost $32.48 Unrealized
FISV FISERV INC 0.1%
Value ($000) $9,584 (-47.0%) Shares 141,823 (+1.1%) Est. Cost $99.63 Unrealized -15.8%
VWO VANGUARD INTL EQUITY INDEX 2.0%
Value ($000) $157,151 (+5.6%) Shares 2,920,472 (+6.3%) Est. Cost $43.90 Unrealized
VBK VANGUARD INDEX FDS 2.0%
Value ($000) $159,696 (+5.0%) Shares 523,404 (+2.6%) Est. Cost $194.93 Unrealized
JPIE J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $7,675 (+2885.2%) Shares 164,988 (+2878.1%) Est. Cost $46.47 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $18,082 (-26.4%) Shares 191,333 (+833.1%) Est. Cost $102.49 Unrealized +5.2%
VBR VANGUARD INDEX FDS 2.2%
Value ($000) $171,154 (+3.9%) Shares 800,045 (+1.8%) Est. Cost $135.51 Unrealized
IWD ISHARES TR 1.1%
Value ($000) $84,441 (+6.4%) Shares 398,421 (+2.2%) Est. Cost $127.34 Unrealized
RSP INVESCO EXCHANGE TRADED FD 0.9%
Value ($000) $69,959 (+7.8%) Shares 362,087 (+5.8%) Est. Cost $161.83 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $73,486 (+7.1%) Shares 1,090,462 (+4.8%) Est. Cost $52.74 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $70,083 (+6.7%) Shares 207,438 (+3.9%) Est. Cost $205.07 Unrealized
IWB ISHARES TR 0.7%
Value ($000) $53,975 (+8.2%) Shares 143,474 (+5.1%) Est. Cost $151.66 Unrealized
THO THOR INDS INC 0.5%
Value ($000) $41,128 (+10.5%) Shares 394,513 (+9.9%) Est. Cost $99.26 Unrealized +4.1%
MRK MERCK & CO INC 0.2%
Value ($000) $13,568 (+34.2%) Shares 127,931 (+7.2%) Est. Cost $105.05 Unrealized -11.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $7,835 (+76.8%) Shares 26,773 (+1.1%) Est. Cost $108.45 Unrealized +111.5%
IWN ISHARES TR 0.6%
Value ($000) $44,620 (+6.8%) Shares 244,290 (+3.3%) Est. Cost $122.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $15,377 (+22.4%) Shares 154,328 (+2.6%) Est. Cost $121.19 Unrealized -23.5%
NOW SERVICENOW INC 0.1%
Value ($000) $5,936 (-30.5%) Shares 38,468 (+314.2%) Est. Cost $166.58 Unrealized +3.0%
VB VANGUARD INDEX FDS 0.6%
Value ($000) $47,927 (+5.3%) Shares 184,004 (+3.1%) Est. Cost $158.36 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $21,168 (+11.1%) Shares 67,980 (+7.9%) Est. Cost $248.91 Unrealized
SCHC SCHWAB STRATEGIC TR 0.5%
Value ($000) $36,879 (+5.9%) Shares 806,282 (+5.4%) Est. Cost $32.52 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $7,044 (+41.2%) Shares 12,301 (+10.2%) Est. Cost $406.14 Unrealized +31.1%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $9,825 (+23.3%) Shares 31,229 (+2.1%) Est. Cost $200.04 Unrealized +42.6%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $23,555 (+8.6%) Shares 74,262 (+5.6%) Est. Cost $146.45 Unrealized
CLMB CLIMB GLOBAL SOLUTIONS INC 0.1%
Value ($000) $6,366 (-21.6%) Shares 61,551 (+2.2%) Est. Cost $64.42 Unrealized +80.1%
IWO ISHARES TR 0.5%
Value ($000) $36,952 (+4.8%) Shares 113,436 (+3.0%) Est. Cost $181.74 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $30,850 (+5.5%) Shares 288,053 (+4.9%) Est. Cost $107.08 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $13,674 (+11.2%) Shares 25,913 (+2.6%) Est. Cost $476.31 Unrealized +3.8%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $12,138 (+12.8%) Shares 67,117 (+13.8%) Est. Cost $51.12 Unrealized +254.2%
EFG ISHARES TR 0.4%
Value ($000) $28,474 (+5.0%) Shares 248,791 (+4.5%) Est. Cost $97.43 Unrealized
JTEK J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $1,587 (+567.9%) Shares 17,450 (+575.6%) Est. Cost $91.08 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $5,980 (+27.3%) Shares 6,729 (+8.6%) Est. Cost $571.87 Unrealized +43.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $5,536 (+30.0%) Shares 40,649 (+18.2%) Est. Cost $78.05 Unrealized +71.1%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $6,656 (+23.7%) Shares 11,408 (+2.9%) Est. Cost $547.83 Unrealized +3.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $6,835 (+21.7%) Shares 126,084 (+1.2%) Est. Cost $49.44 Unrealized -3.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $9,186 (+15.3%) Shares 24,600 (+2.5%) Est. Cost $235.62 Unrealized +51.5%
C CITIGROUP INC 0.1%
Value ($000) $8,198 (+17.1%) Shares 69,941 (+1.4%) Est. Cost $60.73 Unrealized +70.7%
MS MORGAN STANLEY 0.1%
Value ($000) $9,545 (+14.2%) Shares 53,302 (+1.4%) Est. Cost $100.48 Unrealized +65.7%
AGG ISHARES TR 0.2%
Value ($000) $17,503 (+7.2%) Shares 174,816 (+7.3%) Est. Cost $97.71 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $2,655 (+77.9%) Shares 38,576 (+9.5%) Est. Cost $28.60 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $18,688 (+6.4%) Shares 266,704 (+1.5%) Est. Cost $56.59 Unrealized +22.6%
AMGN AMGEN INC 0.1%
Value ($000) $6,337 (+21.4%) Shares 19,279 (+4.2%) Est. Cost $268.48 Unrealized +17.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $5,858 (+22.2%) Shares 73,357 (+15.4%) Est. Cost $62.83 Unrealized +25.2%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $4,666 (+29.2%) Shares 50,441 (+7.1%) Est. Cost $78.28 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $38,141 (+2.6%) Shares 1,379,427 (+1.4%) Est. Cost $32.56 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $8,404 (+13.0%) Shares 26,669 (+1.5%) Est. Cost $266.69 Unrealized +9.6%
TWLO TWILIO INC 0.0%
Value ($000) $2,671 (+49.9%) Shares 18,529 (+4.1%) Est. Cost $70.75 Unrealized +75.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3,180 (+38.7%) Shares 7,008 (+19.7%) Est. Cost $444.30 Unrealized -3.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $2,857 (+43.3%) Shares 10,025 (+7.5%) Est. Cost $172.58 Unrealized +43.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $6,196 (+15.9%) Shares 9,394 (+8.0%) Est. Cost $229.48 Unrealized +165.4%
MSTR STRATEGY INC 0.0%
Value ($000) $990 (-46.1%) Shares 6,359 (+11.6%) Est. Cost $276.50 Unrealized -16.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2,049 (+70.2%) Shares 9,948 (+44.5%) Est. Cost $164.90 Unrealized +12.5%
SHOP SHOPIFY INC 0.1%
Value ($000) $7,509 (+12.6%) Shares 45,862 (+2.2%) Est. Cost $86.79 Unrealized +85.0%
SE SEA LTD 0.0%
Value ($000) $2,632 (-24.2%) Shares 20,505 (+5.5%) Est. Cost $102.12 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $6,790 (+14.0%) Shares 24,706 (+2.0%) Est. Cost $209.69 Unrealized +19.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $6,799 (-10.3%) Shares 82,797 (+7.0%) Est. Cost $71.03 Unrealized +26.8%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2,712 (+39.9%) Shares 14,804 (+23.8%) Est. Cost $188.41 Unrealized -8.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $3,712 (+25.5%) Shares 16,093 (+8.1%) Est. Cost $234.86 Unrealized -6.5%
HL HECLA MNG CO 0.0%
Value ($000) $998 (+302.8%) Shares 51,206 (+150.1%) Est. Cost $11.57 Unrealized +32.0%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,797 (+12.1%) Shares 67,803 (+9.3%) Est. Cost $84.31 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $8,003 (+10.0%) Shares 51,514 (+2.4%) Est. Cost $108.69 Unrealized +35.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $2,672 (-21.4%) Shares 53,624 (+2.5%) Est. Cost $39.05 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $1,161 (+160.9%) Shares 23,309 (+161.0%) Est. Cost $49.63 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $7,119 (+10.9%) Shares 8,597 (+3.6%) Est. Cost $523.86 Unrealized +55.7%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $1,376 (+102.2%) Shares 6,099 (+101.3%) Est. Cost $217.91 Unrealized +9.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,833 (+60.1%) Shares 35,654 (+22.1%) Est. Cost $43.92 Unrealized -1.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $3,640 (+23.1%) Shares 10,194 (+13.4%) Est. Cost $231.89 Unrealized +56.6%
BBEU J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $976 (+233.0%) Shares 13,267 (+215.1%) Est. Cost $71.64 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1,988 (+49.2%) Shares 19,517 (+23.5%) Est. Cost $52.58 Unrealized +71.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $3,086 (+26.9%) Shares 63,789 (+29.6%) Est. Cost $49.05 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $980 (+189.5%) Shares 11,150 (+194.4%) Est. Cost $89.93 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1,243 (+103.3%) Shares 4,874 (+102.6%) Est. Cost $202.49 Unrealized +22.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $2,210 (+39.5%) Shares 27,448 (+14.4%) Est. Cost $68.13 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $4,905 (+14.3%) Shares 50,748 (+7.3%) Est. Cost $91.84 Unrealized -0.4%
DE DEERE & CO 0.1%
Value ($000) $8,343 (+7.8%) Shares 18,637 (+4.7%) Est. Cost $368.69 Unrealized +26.9%
JEPQ J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $4,031 (+17.3%) Shares 68,219 (+14.2%) Est. Cost $57.37 Unrealized
AME AMETEK INC 0.0%
Value ($000) $1,795 (+46.3%) Shares 8,669 (+32.9%) Est. Cost $174.00 Unrealized +11.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1,336 (+72.2%) Shares 46,183 (+16.2%) Est. Cost $11.78 Unrealized +98.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1,714 (-24.4%) Shares 7,401 (+10.1%) Est. Cost $252.75 Unrealized +17.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $1,842 (+42.3%) Shares 8,574 (+26.5%) Est. Cost $201.68 Unrealized
CGDV CAPITAL GROUP DIVIDEND 0.1%
Value ($000) $6,160 (+9.7%) Shares 140,231 (+5.3%) Est. Cost $26.34 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $4,207 (+14.6%) Shares 48,980 (+2.0%) Est. Cost $40.02 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $4,342 (+13.9%) Shares 19,550 (+13.3%) Est. Cost $183.02 Unrealized +16.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $2,003 (+34.0%) Shares 6,898 (+19.7%) Est. Cost $219.72 Unrealized +23.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $1,902 (+35.4%) Shares 5,452 (+25.5%) Est. Cost $452.27 Unrealized -25.6%
RKT ROCKET COS INC 0.0%
Value ($000) $829 (+141.0%) Shares 41,331 (+132.8%) Est. Cost $17.69 Unrealized +1.1%
OTF BLUE OWL TECHNOLOGY FIN 0.0%
Value ($000) $787 (+155.8%) Shares 53,699 (+142.1%) Est. Cost $13.88 Unrealized -1.6%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $2,503 (+23.5%) Shares 55,303 (+21.6%) Est. Cost $40.46 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $1,170 (+66.4%) Shares 11,914 (+49.9%) Est. Cost $69.63 Unrealized +28.9%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $2,056 (-18.1%) Shares 17,805 (+1.6%) Est. Cost $53.89 Unrealized +141.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,475 (+43.3%) Shares 7,119 (+8.5%) Est. Cost $114.13 Unrealized +64.5%
UBS UBS GROUP AG 0.0%
Value ($000) $3,237 (+15.9%) Shares 69,586 (+2.1%) Est. Cost $30.67 Unrealized +31.7%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,568 (+14.0%) Shares 89,407 (+10.1%) Est. Cost $27.88 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $2,086 (+26.1%) Shares 26,312 (+12.9%) Est. Cost $49.25 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1,574 (+37.0%) Shares 8,656 (+14.8%) Est. Cost $135.38 Unrealized +23.1%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $3,281 (+14.7%) Shares 11,550 (+2.5%) Est. Cost $263.36 Unrealized -0.1%
CTSH COGNIZANT TECHNOLOGY 0.0%
Value ($000) $1,664 (+33.0%) Shares 19,782 (+6.0%) Est. Cost $68.77 Unrealized +8.6%
SMH VANECK ETF TRUST 0.0%
Value ($000) $2,908 (+16.5%) Shares 8,003 (+4.7%) Est. Cost $225.27 Unrealized
SPDN DIREXION SHS ETF TR 0.0%
Value ($000) $1,371 (+43.0%) Shares 145,304 (+45.6%) Est. Cost $10.32 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $833 (+97.1%) Shares 3,502 (+92.5%) Est. Cost $226.46 Unrealized +0.9%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,232 (+49.5%) Shares 24,359 (+50.1%) Est. Cost $50.73 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1,961 (+25.6%) Shares 18,528 (+4.5%) Est. Cost $84.00 Unrealized +15.3%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $1,361 (+41.1%) Shares 2,424 (+42.0%) Est. Cost $428.49 Unrealized +28.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2,465 (-13.8%) Shares 9,413 (+1.9%) Est. Cost $254.19 Unrealized +3.9%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $2,952 (+15.4%) Shares 20,211 (+5.3%) Est. Cost $112.54 Unrealized +17.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $6,330 (+6.5%) Shares 36,455 (+2.1%) Est. Cost $168.41 Unrealized +1.4%
KKR KKR & CO INC 0.0%
Value ($000) $2,306 (+20.0%) Shares 17,927 (+21.2%) Est. Cost $105.62 Unrealized +17.7%
ICUI ICU MED INC 0.0%
Value ($000) $1,094 (+53.8%) Shares 7,564 (+27.5%) Est. Cost $125.14 Unrealized +7.1%
DOV DOVER CORP 0.0%
Value ($000) $1,060 (+56.0%) Shares 5,357 (+31.6%) Est. Cost $177.57 Unrealized +2.4%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $834 (+80.3%) Shares 15,826 (+32.5%) Est. Cost $28.78 Unrealized +45.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,417 (+34.8%) Shares 30,158 (+96.8%) Est. Cost $36.38 Unrealized +25.2%
SMFG SUMITOMO MITSUI FINL GROUP 0.0%
Value ($000) $1,370 (+36.2%) Shares 70,655 (+17.6%) Est. Cost $14.61 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,527 (+16.8%) Shares 31,777 (+17.4%) Est. Cost $84.47 Unrealized -7.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2,410 (+17.3%) Shares 3,813 (+17.0%) Est. Cost $561.95 Unrealized +10.6%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $1,230 (+40.1%) Shares 72,628 (+1.7%) Est. Cost $7.19 Unrealized +93.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1,888 (+22.6%) Shares 4,797 (+8.8%) Est. Cost $272.53 Unrealized +37.7%
GUNR FLEXSHARES TR 0.0%
Value ($000) $933 (+58.0%) Shares 20,211 (+49.9%) Est. Cost $42.89 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $3,394 (+11.2%) Shares 7,914 (+7.5%) Est. Cost $246.55 Unrealized +78.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $5,544 (-5.7%) Shares 29,670 (+2.7%) Est. Cost $169.95 Unrealized +18.7%
SLB SLB LIMITED 0.0%
Value ($000) $1,952 (+20.7%) Shares 50,643 (+8.5%) Est. Cost $44.30 Unrealized -18.6%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $664 (+95.8%) Shares 9,176 (+20.3%) Est. Cost $33.58 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $1,670 (+23.9%) Shares 141,059 (+9.7%) Est. Cost $6.33 Unrealized
IFF INTERNATIONAL 0.0%
Value ($000) $1,488 (+27.5%) Shares 21,910 (+16.2%) Est. Cost $86.42 Unrealized -25.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,956 (+19.4%) Shares 25,268 (+3.8%) Est. Cost $54.65 Unrealized +31.1%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $949 (+47.5%) Shares 21,733 (+65.6%) Est. Cost $67.29 Unrealized -33.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $756 (+66.8%) Shares 3,589 (+40.9%) Est. Cost $292.00 Unrealized -38.0%
BBCA J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $3,657 (+8.9%) Shares 39,047 (+1.5%) Est. Cost $66.90 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $1,015 (+41.3%) Shares 137,902 (+28.6%) Est. Cost $5.07 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $778 (+59.1%) Shares 1,443 (+47.2%) Est. Cost $467.16 Unrealized +21.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $752 (+61.9%) Shares 61,462 (+2.2%) Est. Cost $11.40 Unrealized -5.4%
WPM WHEATON PRECIOUS METALS 0.0%
Value ($000) $1,467 (+24.3%) Shares 12,344 (+17.0%) Est. Cost $63.09 Unrealized +69.7%
FS CREDIT OPPORTUNITIES 0.0%
Value ($000) $801 (+55.7%) Shares 127,864 (+71.7%) Est. Cost $6.12 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $497 (+132.4%) Shares 4,873 (+24.8%) Est. Cost $62.05 Unrealized +29.4%
BCS BARCLAYS PLC 0.0%
Value ($000) $1,263 (+28.5%) Shares 49,338 (+3.8%) Est. Cost $12.49 Unrealized
ATI ATI INC 0.0%
Value ($000) $499 (+125.0%) Shares 4,296 (+57.5%) Est. Cost $72.14 Unrealized +35.1%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $576 (+89.8%) Shares 12,303 (+83.5%) Est. Cost $50.47 Unrealized -9.3%
RWM PROSHARES TR 0.0%
Value ($000) $911 (+42.1%) Shares 55,418 (+45.2%) Est. Cost $18.22 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,531 (+21.3%) Shares 27,081 (+13.9%) Est. Cost $36.71 Unrealized
G GENPACT LIMITED 0.0%
Value ($000) $696 (+62.4%) Shares 14,745 (+44.2%) Est. Cost $41.60 Unrealized +4.0%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $739 (+55.0%) Shares 42,013 (+24.7%) Est. Cost $10.57 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $710 (+57.0%) Shares 6,388 (+72.4%) Est. Cost $125.29 Unrealized -10.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $669 (+62.0%) Shares 5,043 (+15.9%) Est. Cost $88.59 Unrealized +32.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $3,868 (+7.0%) Shares 17,466 (+4.6%) Est. Cost $160.65 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1,744 (+16.6%) Shares 15,722 (+3.3%) Est. Cost $98.32 Unrealized +2.9%
TGT TARGET CORP 0.0%
Value ($000) $2,076 (+13.6%) Shares 21,311 (+4.6%) Est. Cost $134.71 Unrealized -32.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,199 (+25.5%) Shares 5,266 (+4.7%) Est. Cost $209.66 Unrealized +3.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,677 (+7.1%) Shares 66,637 (+4.5%) Est. Cost $47.94 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $528 (+84.9%) Shares 7,077 (+67.4%) Est. Cost $73.93 Unrealized -1.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,148 (-7.0%) Shares 70,020 (+84.7%) Est. Cost $67.98 Unrealized
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $972 (+31.3%) Shares 137,489 (+44.3%) Est. Cost $7.63 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $684 (+50.7%) Shares 3,486 (+3.0%) Est. Cost $150.58 Unrealized +13.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $659 (+53.2%) Shares 2,034 (+55.4%) Est. Cost $351.47 Unrealized -8.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $6,037 (+3.9%) Shares 30,744 (+11.4%) Est. Cost $182.42 Unrealized +6.9%
GMED GLOBUS MED INC 0.0%
Value ($000) $643 (+55.0%) Shares 7,328 (+1.2%) Est. Cost $63.18 Unrealized +20.1%
CCK CROWN HLDGS INC 0.0%
Value ($000) $820 (+36.8%) Shares 7,904 (+27.4%) Est. Cost $90.63 Unrealized +7.4%
SANM SANMINA CORPORATION 0.0%
Value ($000) $789 (+38.7%) Shares 5,193 (+5.0%) Est. Cost $83.08 Unrealized +77.7%
HYG ISHARES TR 0.1%
Value ($000) $8,402 (+2.7%) Shares 104,099 (+3.3%) Est. Cost $77.96 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $10,757 (+2.0%) Shares 46,153 (+3.5%) Est. Cost $206.49 Unrealized +10.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $2,128 (+11.3%) Shares 24,708 (+1.5%) Est. Cost $72.72 Unrealized +9.6%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $2,874 (+8.0%) Shares 20,512 (+7.9%) Est. Cost $107.57 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $861 (+32.7%) Shares 15,052 (+28.4%) Est. Cost $53.71 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $3,145 (+7.2%) Shares 32,592 (+7.2%) Est. Cost $94.44 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $826 (+34.2%) Shares 3,965 (+41.2%) Est. Cost $186.40 Unrealized +8.6%
NTRA NATERA INC 0.0%
Value ($000) $508 (+69.7%) Shares 2,211 (+18.8%) Est. Cost $134.07 Unrealized +55.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,199 (+20.7%) Shares 3,343 (+5.9%) Est. Cost $214.78 Unrealized +58.3%
IX ORIX CORP 0.0%
Value ($000) $725 (+39.2%) Shares 24,652 (+23.5%) Est. Cost $34.00 Unrealized
NICE NICE LTD 0.0%
Value ($000) $925 (+27.9%) Shares 8,183 (+63.8%) Est. Cost $132.41 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $549 (+57.8%) Shares 1,833 (+29.9%) Est. Cost $224.58 Unrealized +34.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $563 (+53.0%) Shares 6,488 (+34.7%) Est. Cost $50.20 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1,137 (+20.0%) Shares 13,486 (+1.1%) Est. Cost $50.66 Unrealized +50.6%
SF STIFEL FINL CORP 0.0%
Value ($000) $1,513 (+14.3%) Shares 11,917 (+2.1%) Est. Cost $78.80 Unrealized +51.8%
TER TERADYNE INC 0.0%
Value ($000) $599 (+46.1%) Shares 3,043 (+2.2%) Est. Cost $126.10 Unrealized +36.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $868 (+27.6%) Shares 13,493 (+26.7%) Est. Cost $82.93 Unrealized -26.5%
AROC ARCHROCK INC 0.0%
Value ($000) $449 (+71.2%) Shares 17,110 (+71.6%) Est. Cost $21.25 Unrealized +15.9%
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $840 (+28.1%) Shares 19,644 (+14.0%) Est. Cost $26.69 Unrealized
COR CENCORA INC 0.0%
Value ($000) $1,440 (+14.6%) Shares 4,236 (+5.3%) Est. Cost $240.74 Unrealized +41.5%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $534 (+51.4%) Shares 3,123 (+23.9%) Est. Cost $134.64 Unrealized +17.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $972 (+22.7%) Shares 7,597 (+36.0%) Est. Cost $129.85 Unrealized +8.4%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $502 (+55.7%) Shares 2,064 (+50.3%) Est. Cost $237.72 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $357 (+99.9%) Shares 25,046 (+10.5%) Est. Cost $6.95 Unrealized +41.4%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $458 (+63.8%) Shares 54,233 (+41.1%) Est. Cost $6.77 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $580 (+43.2%) Shares 4,979 (+24.4%) Est. Cost $75.67 Unrealized +41.9%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1,657 (+11.6%) Shares 10,085 (+2.5%) Est. Cost $97.29 Unrealized +78.4%
WAT WATERS CORP 0.0%
Value ($000) $383 (+81.3%) Shares 998 (+41.6%) Est. Cost $323.33 Unrealized +13.8%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $982 (+21.1%) Shares 2,945 (+25.7%) Est. Cost $281.73 Unrealized +15.9%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2,280 (+8.1%) Shares 3,985 (+35.6%) Est. Cost $525.65 Unrealized +18.0%
TXG 10X GENOMICS INC 0.0%
Value ($000) $440 (+63.3%) Shares 27,055 (+17.4%) Est. Cost $11.42 Unrealized +32.3%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $763 (+28.4%) Shares 12,169 (+18.3%) Est. Cost $48.26 Unrealized +23.2%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $598 (+38.7%) Shares 2,659 (+26.0%) Est. Cost $191.73 Unrealized +15.2%
CP CANADIAN PACIFIC KANSAS 0.0%
Value ($000) $2,074 (+8.6%) Shares 27,924 (+9.1%) Est. Cost $78.99 Unrealized -6.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $1,784 (+10.2%) Shares 10,381 (+8.1%) Est. Cost $72.22 Unrealized +132.4%
ARGX ARGENX SE 0.0%
Value ($000) $607 (+37.0%) Shares 724 (+20.5%) Est. Cost $615.36 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3,729 (+4.5%) Shares 16,213 (+12.3%) Est. Cost $169.82 Unrealized +25.0%
ACA ARCOSA INC 0.0%
Value ($000) $1,081 (+17.5%) Shares 10,009 (+1.9%) Est. Cost $83.46 Unrealized +20.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $425 (+61.1%) Shares 32,103 (+41.2%) Est. Cost $10.70 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $518 (+45.1%) Shares 3,453 (+18.5%) Est. Cost $119.87 Unrealized +13.1%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1,098 (+17.2%) Shares 14,114 (+9.5%) Est. Cost $65.77 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $522 (+43.2%) Shares 34,157 (+9.7%) Est. Cost $11.89 Unrealized +1.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $608 (+33.7%) Shares 114,061 (+13.9%) Est. Cost $3.42 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $456 (+50.5%) Shares 2,813 (+23.6%) Est. Cost $122.36 Unrealized +20.4%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $944 (-13.8%) Shares 22,513 (+19.4%) Est. Cost $66.34 Unrealized -11.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,458 (+4.5%) Shares 130,796 (+1.7%) Est. Cost $35.89 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,231 (+13.9%) Shares 8,946 (+6.4%) Est. Cost $135.37 Unrealized +6.2%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $986 (+17.7%) Shares 25,395 (+7.4%) Est. Cost $20.34 Unrealized +77.4%
BRO BROWN & BROWN INC 0.0%
Value ($000) $1,264 (-10.5%) Shares 15,751 (+4.7%) Est. Cost $74.99 Unrealized +11.2%
CTAS CINTAS CORP 0.0%
Value ($000) $2,190 (+7.0%) Shares 11,507 (+15.3%) Est. Cost $197.65 Unrealized -4.8%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $1,478 (+10.6%) Shares 16,630 (+3.2%) Est. Cost $65.12 Unrealized +28.8%
GRMN GARMIN LTD 0.0%
Value ($000) $760 (-15.7%) Shares 3,706 (+1.2%) Est. Cost $169.74 Unrealized +27.7%
CME CME GROUP INC 0.0%
Value ($000) $3,259 (+4.5%) Shares 11,816 (+2.4%) Est. Cost $217.94 Unrealized +24.2%
PRMB PRIMO BRANDS CORPORATION 0.0%
Value ($000) $402 (+52.9%) Shares 24,475 (+105.6%) Est. Cost $22.08 Unrealized -16.3%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $338 (+69.5%) Shares 18,770 (+19.4%) Est. Cost $11.21 Unrealized +44.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $418 (+49.2%) Shares 442 (+30.0%) Est. Cost $733.85 Unrealized +25.8%
VGK VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $1,505 (+10.1%) Shares 17,922 (+4.6%) Est. Cost $69.04 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $376 (+57.6%) Shares 5,190 (+65.4%) Est. Cost $74.60 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $976 (-12.3%) Shares 24,571 (+2.4%) Est. Cost $39.72 Unrealized +2.8%
COKE COCA COLA CONS INC 0.0%
Value ($000) $406 (+50.2%) Shares 2,624 (+13.8%) Est. Cost $119.14 Unrealized +22.9%
ICE INTERCONTINENTAL EXCHANGE 0.0%
Value ($000) $2,811 (+5.1%) Shares 17,188 (+8.2%) Est. Cost $140.78 Unrealized +11.0%
APP APPLOVIN CORP 0.0%
Value ($000) $3,199 (+4.4%) Shares 4,612 (+8.1%) Est. Cost $145.16 Unrealized +334.1%
HUBB HUBBELL INC 0.0%
Value ($000) $1,125 (+13.5%) Shares 2,518 (+9.4%) Est. Cost $388.30 Unrealized +12.6%
FCNCA FIRST CTZNS BANCSHARES INC 0.0%
Value ($000) $490 (+37.5%) Shares 227 (+14.1%) Est. Cost $1742.11 Unrealized +8.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $949 (+16.2%) Shares 5,110 (+4.9%) Est. Cost $115.73 Unrealized +45.2%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $746 (+21.2%) Shares 68,324 (+44.9%) Est. Cost $15.75 Unrealized -27.4%
CBRE CBRE GROUP INC 0.0%
Value ($000) $1,589 (+8.9%) Shares 9,727 (+5.1%) Est. Cost $112.94 Unrealized +39.2%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $400 (+46.4%) Shares 13,521 (+40.3%) Est. Cost $26.56 Unrealized +5.7%
ALSN ALLISON TRANSMISSION HLDGS 0.0%
Value ($000) $583 (+27.4%) Shares 5,897 (+9.3%) Est. Cost $84.83 Unrealized +3.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,103 (+6.3%) Shares 17,779 (+6.4%) Est. Cost $103.22 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $787 (+18.6%) Shares 1,275 (+24.8%) Est. Cost $426.21 Unrealized +51.9%
GAP GAP INC 0.0%
Value ($000) $580 (+26.5%) Shares 22,400 (+4.5%) Est. Cost $22.16 Unrealized +8.6%
NU NU HLDGS LTD 0.0%
Value ($000) $1,403 (+9.4%) Shares 83,108 (+3.8%) Est. Cost $12.19 Unrealized +31.9%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $928 (+14.9%) Shares 10,750 (+9.9%) Est. Cost $79.06 Unrealized +6.5%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $601 (+24.9%) Shares 22,904 (+17.6%) Est. Cost $10.97 Unrealized +165.5%
RDDT REDDIT INC 0.0%
Value ($000) $342 (+53.0%) Shares 1,466 (+50.8%) Est. Cost $206.18 Unrealized +2.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $413 (+38.8%) Shares 1,935 (+10.6%) Est. Cost $118.96 Unrealized +71.0%
WIX WIX COM LTD 0.0%
Value ($000) $263 (-30.4%) Shares 2,547 (+19.5%) Est. Cost $154.50 Unrealized -21.7%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $363 (+45.8%) Shares 37,567 (+45.9%) Est. Cost $9.71 Unrealized
CGUS CAPITAL GROUP CORE EQUITY 0.0%
Value ($000) $2,673 (+4.5%) Shares 65,977 (+2.2%) Est. Cost $25.00 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $584 (+23.7%) Shares 11,380 (+19.0%) Est. Cost $42.51 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $631 (+21.3%) Shares 17,258 (+17.5%) Est. Cost $31.94 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $2,496 (+4.6%) Shares 26,126 (+1.8%) Est. Cost $72.85 Unrealized
PPA INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $337 (+48.1%) Shares 2,133 (+45.7%) Est. Cost $156.05 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $685 (-13.7%) Shares 3,012 (+13.7%) Est. Cost $203.92 Unrealized +38.4%
BLACKSTONE LONG SHORT CR 0.0%
Value ($000) $360 (+42.9%) Shares 30,695 (+46.2%) Est. Cost $11.91 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $428 (+33.1%) Shares 34,109 (+5.1%) Est. Cost $9.60 Unrealized +11.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $476 (+27.8%) Shares 11,544 (+10.6%) Est. Cost $66.02 Unrealized -43.3%
IT GARTNER INC 0.0%
Value ($000) $452 (+29.3%) Shares 1,775 (+33.5%) Est. Cost $403.86 Unrealized -40.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $431 (+30.7%) Shares 1,488 (+17.2%) Est. Cost $261.85 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $537 (+23.2%) Shares 9,233 (+10.0%) Est. Cost $49.89 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $823 (+13.9%) Shares 7,838 (+10.0%) Est. Cost $123.06 Unrealized -23.8%
NUVEEN NEW YORK AMT QLT 0.0%
Value ($000) $256 (+64.1%) Shares 25,136 (+65.2%) Est. Cost $10.24 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $421 (+30.8%) Shares 2,360 (+21.6%) Est. Cost $142.28 Unrealized +31.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $550 (+21.9%) Shares 19,317 (+5.3%) Est. Cost $27.00 Unrealized -2.6%
BBAX J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $2,064 (+5.0%) Shares 36,326 (+4.1%) Est. Cost $48.63 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $1,260 (+8.4%) Shares 1,234 (+1.1%) Est. Cost $872.65 Unrealized +11.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $490 (+24.8%) Shares 17,118 (+8.3%) Est. Cost $15.43 Unrealized +68.3%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $754 (+14.8%) Shares 3,097 (+11.7%) Est. Cost $201.12 Unrealized +17.8%
ALLY ALLY FINL INC 0.0%
Value ($000) $411 (+31.0%) Shares 9,014 (+12.6%) Est. Cost $35.48 Unrealized +15.0%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $837 (+13.1%) Shares 3,943 (+13.8%) Est. Cost $197.99 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $978 (-8.9%) Shares 8,276 (+2.0%) Est. Cost $117.44 Unrealized +4.3%
TAK TAKEDA PHARMACEUTICAL CO 0.0%
Value ($000) $541 (+21.5%) Shares 34,610 (+13.8%) Est. Cost $13.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,837 (+1.6%) Shares 40,144 (+97.0%) Est. Cost $171.46 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $460 (+24.8%) Shares 4,155 (+21.6%) Est. Cost $111.39 Unrealized -7.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,286 (+4.1%) Shares 18,995 (+107.3%) Est. Cost $161.69 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $631 (+16.3%) Shares 22,428 (+6.4%) Est. Cost $31.64 Unrealized -13.9%
ROKU ROKU INC 0.0%
Value ($000) $551 (+18.8%) Shares 4,969 (+7.3%) Est. Cost $66.53 Unrealized +52.6%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $332 (+34.9%) Shares 9,448 (+28.9%) Est. Cost $36.85 Unrealized -8.1%
POWL POWELL INDS INC 0.0%
Value ($000) $521 (+19.5%) Shares 1,590 (+11.3%) Est. Cost $185.64 Unrealized +81.3%
EIX EDISON INTL 0.0%
Value ($000) $508 (+20.0%) Shares 8,419 (+10.0%) Est. Cost $64.00 Unrealized -10.4%
IBB ISHARES TR 0.0%
Value ($000) $514 (+19.5%) Shares 3,043 (+2.2%) Est. Cost $132.60 Unrealized
BTC GRAYSCALE BITCOIN MINI TR 0.0%
Value ($000) $333 (-19.8%) Shares 8,565 (+4.4%) Est. Cost $41.35 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value ($000) $463 (+21.7%) Shares 14,761 (+9.2%) Est. Cost $20.34 Unrealized
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $470 (+21.0%) Shares 947 (+2.2%) Est. Cost $308.83 Unrealized +50.8%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $304 (+36.2%) Shares 4,351 (+11.6%) Est. Cost $54.62 Unrealized +14.2%
PTC PTC INC 0.0%
Value ($000) $621 (+14.8%) Shares 3,539 (+32.9%) Est. Cost $178.57 Unrealized +4.1%
ROL ROLLINS INC 0.0%
Value ($000) $576 (+16.1%) Shares 9,524 (+12.8%) Est. Cost $47.09 Unrealized +24.6%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $316 (+33.1%) Shares 4,216 (+26.7%) Est. Cost $62.30 Unrealized +13.5%
MUFG MITSUBISHI UFJ FINL GROUP 0.0%
Value ($000) $1,490 (+5.5%) Shares 93,557 (+5.6%) Est. Cost $11.65 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $203 (+62.3%) Shares 13,245 (+19.0%) Est. Cost $12.50 Unrealized +7.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,282 (-5.7%) Shares 6,422 (+1.3%) Est. Cost $99.40 Unrealized +112.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $728 (+11.9%) Shares 9,017 (+14.1%) Est. Cost $78.96 Unrealized -4.1%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1,331 (+6.1%) Shares 5,230 (+2.2%) Est. Cost $196.23 Unrealized +26.8%
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $1,113 (+7.4%) Shares 72,158 (+13.7%) Est. Cost $15.78 Unrealized
TPL TEXAS PACIFIC LAND 0.0%
Value ($000) $304 (-20.1%) Shares 1,038 (+155.0%) Est. Cost $272.87 Unrealized +11.8%
TXT TEXTRON INC 0.0%
Value ($000) $290 (+35.5%) Shares 3,281 (+29.6%) Est. Cost $81.91 Unrealized +2.1%
RAL RALLIANT CORP 0.0%
Value ($000) $340 (+28.4%) Shares 6,644 (+9.6%) Est. Cost $48.64 Unrealized -3.6%
NUVB NUVATION BIO INC 0.0%
Value ($000) $123 (+155.0%) Shares 13,712 (+5.5%) Est. Cost $3.21 Unrealized +93.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $5,937 (-1.2%) Shares 50,449 (+3.9%) Est. Cost $90.46 Unrealized +34.4%
BFH BREAD FINANCIAL HOLDINGS 0.0%
Value ($000) $274 (+36.8%) Shares 3,677 (+2.2%) Est. Cost $61.49 Unrealized +6.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $991 (+8.0%) Shares 13,426 (+6.8%) Est. Cost $67.80 Unrealized +3.9%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $300 (+32.6%) Shares 4,835 (+37.2%) Est. Cost $62.14 Unrealized +0.3%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $222 (+49.7%) Shares 13,829 (+3.6%) Est. Cost $11.20 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $339 (+27.6%) Shares 1,986 (+46.2%) Est. Cost $165.34 Unrealized +1.2%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $316 (+30.1%) Shares 1,403 (+16.0%) Est. Cost $179.96 Unrealized +10.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $4,080 (-1.7%) Shares 16,265 (+2.8%) Est. Cost $212.95 Unrealized +16.3%
ADSK AUTODESK INC 0.0%
Value ($000) $2,175 (-3.2%) Shares 7,260 (+2.7%) Est. Cost $241.74 Unrealized +25.2%
PCG PG&E CORP 0.0%
Value ($000) $393 (+22.2%) Shares 24,454 (+14.8%) Est. Cost $17.49 Unrealized -9.0%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $302 (+30.5%) Shares 2,807 (+26.9%) Est. Cost $105.13 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1,857 (+3.9%) Shares 1,410 (+4.1%) Est. Cost $1183.62 Unrealized +10.7%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $1,000 (+7.5%) Shares 27,040 (+1.1%) Est. Cost $27.17 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,428 (+5.2%) Shares 49,690 (+2.1%) Est. Cost $29.92 Unrealized
BBJP J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $3,468 (+2.1%) Shares 52,472 (+2.4%) Est. Cost $56.63 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $329 (+26.9%) Shares 33,607 (+1.5%) Est. Cost $3.33 Unrealized +154.6%
PBH PRESTIGE CONSMR HEALTHCARE 0.0%
Value ($000) $935 (+8.0%) Shares 15,028 (+8.3%) Est. Cost $72.98 Unrealized -16.1%
AYI ACUITY INC 0.0%
Value ($000) $380 (+22.3%) Shares 1,041 (+15.4%) Est. Cost $324.16 Unrealized +11.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,306 (-5.0%) Shares 14,382 (+3.3%) Est. Cost $114.80 Unrealized -17.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $17,812 (+0.4%) Shares 60,809 (+1.0%) Est. Cost $237.41 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $1,080 (-5.9%) Shares 15,920 (+6.3%) Est. Cost $72.44 Unrealized +4.2%
NVST ENVISTA HOLDINGS 0.0%
Value ($000) $283 (+31.4%) Shares 12,896 (+22.2%) Est. Cost $20.54 Unrealized -0.1%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $382 (+21.3%) Shares 2,106 (+14.1%) Est. Cost $175.32 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $430 (-13.2%) Shares 8,089 (+5.8%) Est. Cost $43.63 Unrealized +37.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $1,019 (+6.7%) Shares 3,103 (+5.0%) Est. Cost $220.66 Unrealized +43.2%
DCI DONALDSON INC 0.0%
Value ($000) $421 (+18.0%) Shares 4,660 (+7.0%) Est. Cost $75.58 Unrealized +14.3%
BROOKFIELD REAL ASSETS 0.0%
Value ($000) $1,208 (+5.5%) Shares 93,072 (+8.6%) Est. Cost $13.12 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $330 (+23.5%) Shares 1,137 (+1.4%) Est. Cost $174.66 Unrealized +48.0%
ERIC TELEFONAKTIEBOLAGET LM 0.0%
Value ($000) $306 (+25.8%) Shares 31,284 (+6.4%) Est. Cost $7.64 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $227 (+37.9%) Shares 21,900 (+63.7%) Est. Cost $11.32 Unrealized +21.7%
PRM PERIMETER SOLUTIONS INC 0.0%
Value ($000) $281 (+28.5%) Shares 10,109 (+3.4%) Est. Cost $19.16 Unrealized +31.9%
SPSC SPS COMM INC 0.0%
Value ($000) $449 (+15.9%) Shares 4,941 (+33.0%) Est. Cost $161.79 Unrealized -42.7%
FBTC FIDELITY WISE ORIGIN 0.0%
Value ($000) $1,311 (-4.5%) Shares 17,129 (+24.5%) Est. Cost $68.05 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $441 (+16.0%) Shares 8,414 (+17.0%) Est. Cost $49.60 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $421 (+16.5%) Shares 4,004 (+30.7%) Est. Cost $113.07 Unrealized -4.3%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $512 (+13.1%) Shares 21,255 (+7.7%) Est. Cost $9.96 Unrealized +189.3%
SITM SITIME CORP 0.0%
Value ($000) $307 (+23.4%) Shares 845 (+2.2%) Est. Cost $233.54 Unrealized +34.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $274 (+26.4%) Shares 2,089 (+29.3%) Est. Cost $104.81 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,721 (+3.4%) Shares 28,599 (+8.9%) Est. Cost $40.29 Unrealized +49.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1,145 (-4.7%) Shares 2,982 (+13.7%) Est. Cost $368.96 Unrealized +8.6%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $611 (+10.3%) Shares 55,928 (+4.2%) Est. Cost $9.48 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value ($000) $768 (+8.0%) Shares 36,418 (+3.5%) Est. Cost $18.45 Unrealized +4.4%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $594 (+10.5%) Shares 20,040 (+14.9%) Est. Cost $32.22 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $289 (+24.2%) Shares 14,536 (+20.4%) Est. Cost $16.87 Unrealized +12.7%
MESO MESOBLAST LTD 0.0%
Value ($000) $227 (+32.7%) Shares 12,225 (+15.1%) Est. Cost $13.23 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,910 (+3.0%) Shares 12,211 (+1.5%) Est. Cost $136.95 Unrealized
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $408 (+15.6%) Shares 1,541 (+7.7%) Est. Cost $195.90 Unrealized +31.8%
LEA LEAR CORP 0.0%
Value ($000) $265 (+26.1%) Shares 2,276 (+9.1%) Est. Cost $102.91 Unrealized +3.3%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $803 (+7.2%) Shares 16,449 (+5.5%) Est. Cost $36.55 Unrealized +31.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $442 (+13.8%) Shares 6,954 (+6.5%) Est. Cost $46.39 Unrealized +28.0%
PPL PPL CORP 0.0%
Value ($000) $1,483 (-3.5%) Shares 41,644 (+1.5%) Est. Cost $26.49 Unrealized +35.2%
SPHQ INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $277 (+23.2%) Shares 3,653 (+19.2%) Est. Cost $71.98 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $595 (+9.6%) Shares 7,838 (+26.7%) Est. Cost $99.49 Unrealized -21.6%
VALE VALE S A 0.0%
Value ($000) $232 (+28.6%) Shares 17,689 (+6.6%) Est. Cost $13.05 Unrealized
BALL BALL CORP 0.0%
Value ($000) $282 (+22.0%) Shares 5,294 (+15.5%) Est. Cost $53.08 Unrealized -7.5%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $721 (+7.5%) Shares 9,557 (+7.8%) Est. Cost $75.60 Unrealized
DRH DIAMONDROCK HOSPITALITY CO 0.0%
Value ($000) $194 (+35.0%) Shares 21,138 (+18.0%) Est. Cost $8.46 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $830 (+6.4%) Shares 8,011 (+5.4%) Est. Cost $98.69 Unrealized +3.5%
HUBS HUBSPOT INC 0.0%
Value ($000) $372 (+15.6%) Shares 917 (+33.3%) Est. Cost $522.55 Unrealized -20.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $893 (+5.9%) Shares 1,725 (+19.9%) Est. Cost $470.51 Unrealized +12.0%
SRAD SPORTRADAR GROUP AG 0.0%
Value ($000) $367 (+15.2%) Shares 15,165 (+28.2%) Est. Cost $26.30 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $849 (-5.3%) Shares 15,195 (+2.4%) Est. Cost $54.96 Unrealized -0.4%
L LOEWS CORP 0.0%
Value ($000) $432 (+12.4%) Shares 4,071 (+6.2%) Est. Cost $79.99 Unrealized +29.0%
CLOV CLOVER HEALTH INVESTMENTS 0.0%
Value ($000) $925 (+5.4%) Shares 386,922 (+34.9%) Est. Cost $1.37 Unrealized +99.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $511 (+10.1%) Shares 7,488 (+14.7%) Est. Cost $58.03 Unrealized +19.9%
BLACKROCK MUNIHOLDINGS FD 0.0%
Value ($000) $182 (+34.2%) Shares 15,425 (+34.6%) Est. Cost $12.02 Unrealized
PGIM SHORT DUR HIG YLD OPP 0.0%
Value ($000) $765 (+6.4%) Shares 45,942 (+6.8%) Est. Cost $16.37 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $517 (+9.6%) Shares 1,905 (+13.1%) Est. Cost $206.11 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2,798 (-1.6%) Shares 9,917 (+2.7%) Est. Cost $219.34 Unrealized
RHI ROBERT HALF INC. 0.0%
Value ($000) $422 (+11.7%) Shares 15,333 (+38.0%) Est. Cost $35.05 Unrealized -18.6%
AFL AFLAC INC 0.0%
Value ($000) $1,470 (+3.1%) Shares 13,268 (+3.9%) Est. Cost $89.53 Unrealized +22.7%
IHI ISHARES TR 0.0%
Value ($000) $809 (+5.7%) Shares 12,917 (+1.4%) Est. Cost $54.29 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $576 (+8.2%) Shares 8,593 (+8.5%) Est. Cost $120.59 Unrealized -46.4%
AS AMER SPORTS INC 0.0%
Value ($000) $354 (+13.9%) Shares 9,387 (+4.9%) Est. Cost $24.08 Unrealized +42.5%
BLACKROCK MUNIYIELD FD INC 0.0%
Value ($000) $154 (+36.7%) Shares 14,668 (+38.1%) Est. Cost $10.70 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $341 (+13.7%) Shares 4,626 (+12.4%) Est. Cost $71.84 Unrealized +3.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1,105 (+3.9%) Shares 12,262 (+11.3%) Est. Cost $94.52 Unrealized -3.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $751 (+5.8%) Shares 6,236 (+10.1%) Est. Cost $108.59 Unrealized +13.4%
IDEV ISHARES TR 0.0%
Value ($000) $826 (+5.2%) Shares 9,959 (+1.7%) Est. Cost $55.32 Unrealized
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $226 (+21.9%) Shares 20,299 (+11.6%) Est. Cost $9.59 Unrealized
WESTERN ASSET MANAGED MUNS 0.0%
Value ($000) $542 (+8.0%) Shares 51,893 (+6.9%) Est. Cost $10.28 Unrealized
CGXU CAPITAL GROUP INTL FOCUS 0.0%
Value ($000) $867 (+4.8%) Shares 29,168 (+4.5%) Est. Cost $23.38 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $2,838 (-1.4%) Shares 10,264 (+2.8%) Est. Cost $326.97 Unrealized -14.6%
GOVT ISHARES TR 0.0%
Value ($000) $1,498 (+2.7%) Shares 64,913 (+2.9%) Est. Cost $22.89 Unrealized
PLXS PLEXUS CORP 0.0%
Value ($000) $767 (+5.3%) Shares 5,131 (+1.9%) Est. Cost $133.57 Unrealized +9.8%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $1,233 (-3.0%) Shares 156,340 (+1.3%) Est. Cost $8.67 Unrealized
BLACKROCK ENHANCED GLOBAL 0.0%
Value ($000) $331 (+12.9%) Shares 27,858 (+10.0%) Est. Cost $10.77 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $285 (+15.3%) Shares 1,886 (+1.6%) Est. Cost $140.50 Unrealized -6.6%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $329 (+12.7%) Shares 9,267 (+11.9%) Est. Cost $28.67 Unrealized +18.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $223 (-14.1%) Shares 11,565 (+3.0%) Est. Cost $34.77 Unrealized -42.5%
IGV ISHARES TR 0.0%
Value ($000) $307 (+13.6%) Shares 2,866 (+22.1%) Est. Cost $89.26 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $247 (+17.2%) Shares 13,713 (+5.7%) Est. Cost $18.56 Unrealized
SLGN SILGAN HLDGS INC 0.0%
Value ($000) $540 (+7.1%) Shares 13,286 (+13.3%) Est. Cost $47.02 Unrealized -13.7%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $180 (-16.4%) Shares 12,960 (+1.9%) Est. Cost $12.91 Unrealized +21.9%
TRP TC ENERGY CORP 0.0%
Value ($000) $360 (+10.9%) Shares 6,419 (+8.6%) Est. Cost $43.78 Unrealized +21.9%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $467 (-7.0%) Shares 15,568 (+4.1%) Est. Cost $26.73 Unrealized
EQT EQT CORP 0.0%
Value ($000) $1,134 (+3.2%) Shares 20,761 (+2.8%) Est. Cost $39.55 Unrealized +41.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $644 (+5.8%) Shares 36,464 (+4.4%) Est. Cost $13.06 Unrealized +24.8%
MGA MAGNA INTL INC 0.0%
Value ($000) $256 (+15.9%) Shares 4,775 (+2.3%) Est. Cost $43.95 Unrealized +11.2%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $371 (+10.3%) Shares 15,981 (+16.4%) Est. Cost $22.33 Unrealized +6.5%
DDOG DATADOG INC 0.0%
Value ($000) $809 (+4.5%) Shares 5,886 (+8.2%) Est. Cost $122.66 Unrealized +28.8%
IUSG ISHARES TR 0.0%
Value ($000) $792 (+4.6%) Shares 4,678 (+1.7%) Est. Cost $113.78 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $340 (-9.2%) Shares 15,185 (+20.8%) Est. Cost $14.78 Unrealized +120.6%
IOO ISHARES TR 0.0%
Value ($000) $459 (+8.0%) Shares 3,601 (+1.8%) Est. Cost $108.17 Unrealized
TOST TOAST INC 0.0%
Value ($000) $2,310 (+1.5%) Shares 63,661 (+2.1%) Est. Cost $19.13 Unrealized +88.5%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $937 (+3.7%) Shares 34,467 (+2.3%) Est. Cost $25.29 Unrealized +3.2%
E ENI S P A 0.0%
Value ($000) $425 (+8.4%) Shares 11,143 (+1.1%) Est. Cost $32.54 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $191 (+19.3%) Shares 21,006 (+16.7%) Est. Cost $6.61 Unrealized +31.8%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $270 (+12.9%) Shares 7,057 (+5.5%) Est. Cost $35.82 Unrealized
ABRDN INCOME CREDIT 0.0%
Value ($000) $538 (+6.0%) Shares 99,169 (+13.2%) Est. Cost $6.06 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $306 (-9.0%) Shares 68,525 (+4.9%) Est. Cost $5.00 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $88 (+52.0%) Shares 16,749 (+49.5%) Est. Cost $4.25 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,995 (-1.4%) Shares 46,442 (+100.1%) Est. Cost $60.80 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $327 (+9.8%) Shares 3,867 (+5.2%) Est. Cost $85.79 Unrealized -7.2%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $350 (+9.0%) Shares 3,069 (+1.8%) Est. Cost $81.12 Unrealized +29.6%
EEMV ISHARES INC 0.0%
Value ($000) $355 (+8.8%) Shares 5,525 (+8.2%) Est. Cost $56.05 Unrealized
RIVERNORTH FLEXIBLE MUNI 0.0%
Value ($000) $401 (+7.6%) Shares 31,496 (+10.3%) Est. Cost $13.75 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $239 (+13.3%) Shares 3,386 (+7.6%) Est. Cost $67.24 Unrealized -0.3%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $496 (+6.0%) Shares 5,402 (+2.2%) Est. Cost $80.17 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $345 (+8.7%) Shares 12,573 (+12.4%) Est. Cost $27.20 Unrealized -1.3%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $299 (+10.1%) Shares 2,121 (+3.4%) Est. Cost $99.34 Unrealized +33.9%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $157 (-14.8%) Shares 20,802 (+8.1%) Est. Cost $5.01 Unrealized +88.0%
RUN SUNRUN INC 0.0%
Value ($000) $204 (+15.2%) Shares 10,691 (+4.4%) Est. Cost $13.63 Unrealized +40.7%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $948 (+2.9%) Shares 20,740 (+101.7%) Est. Cost $66.59 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $288 (+10.2%) Shares 3,933 (+10.5%) Est. Cost $77.00 Unrealized -4.7%
AES AES CORP 0.0%
Value ($000) $233 (+12.8%) Shares 16,080 (+2.4%) Est. Cost $14.93 Unrealized -6.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,263 (+2.1%) Shares 25,128 (+1.7%) Est. Cost $50.27 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $254 (-9.2%) Shares 4,295 (+1.3%) Est. Cost $58.26 Unrealized +4.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $437 (+6.2%) Shares 3,116 (+2.1%) Est. Cost $228.92 Unrealized -40.2%
KBWB INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $267 (+10.2%) Shares 3,142 (+1.5%) Est. Cost $71.94 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $424 (+6.1%) Shares 5,587 (+2.3%) Est. Cost $60.09 Unrealized +19.8%
GTN GRAY MEDIA INC 0.0%
Value ($000) $198 (-10.7%) Shares 39,982 (+4.3%) Est. Cost $4.93 Unrealized -0.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $568 (-4.0%) Shares 3,234 (+4.3%) Est. Cost $161.34 Unrealized +12.8%
EZU ISHARES INC 0.0%
Value ($000) $369 (+6.8%) Shares 5,728 (+2.7%) Est. Cost $53.09 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $622 (+3.8%) Shares 7,940 (+3.1%) Est. Cost $57.09 Unrealized +34.0%
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $316 (+7.8%) Shares 9,340 (+3.0%) Est. Cost $26.58 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $800 (+2.9%) Shares 4,296 (+4.7%) Est. Cost $158.32 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $246 (+10.0%) Shares 3,277 (+8.7%) Est. Cost $83.49 Unrealized -16.3%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $81 (+37.6%) Shares 19,633 (+3.9%) Est. Cost $3.39 Unrealized +14.5%
SGOV ISHARES TR 0.0%
Value ($000) $1,200 (+1.9%) Shares 11,957 (+2.2%) Est. Cost $100.58 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $268 (+8.7%) Shares 3,214 (+7.0%) Est. Cost $78.25 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $293 (+7.4%) Shares 961 (+1.5%) Est. Cost $288.35 Unrealized +0.7%
ANGEL OAK FINL STRATEGIES 0.0%
Value ($000) $379 (+5.6%) Shares 28,746 (+5.0%) Est. Cost $12.99 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $1,210 (+1.7%) Shares 27,540 (+4.2%) Est. Cost $37.85 Unrealized +20.1%
GTLS CHART INDS INC 0.0%
Value ($000) $418 (+4.7%) Shares 2,024 (+1.6%) Est. Cost $149.72 Unrealized +35.3%
SHG SHINHAN FINANCIAL GROUP CO 0.0%
Value ($000) $220 (+9.3%) Shares 4,086 (+2.3%) Est. Cost $50.45 Unrealized
PSO PEARSON PLC 0.0%
Value ($000) $227 (+8.9%) Shares 16,058 (+9.2%) Est. Cost $13.15 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $319 (-5.4%) Shares 1,537 (+1.5%) Est. Cost $140.25 Unrealized +44.6%
KMPR KEMPER CORP 0.0%
Value ($000) $354 (-4.9%) Shares 8,667 (+20.2%) Est. Cost $53.93 Unrealized -20.6%
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $84 (-17.3%) Shares 19,017 (+16.1%) Est. Cost $5.26 Unrealized +2.2%
HASI HA SUSTAINABLE INFRA CAP 0.0%
Value ($000) $218 (+8.5%) Shares 6,833 (+4.2%) Est. Cost $27.03 Unrealized +15.0%
QRVO QORVO INC 0.0%
Value ($000) $359 (-4.5%) Shares 4,185 (+1.3%) Est. Cost $94.73 Unrealized -6.8%
EFX EQUIFAX INC 0.0%
Value ($000) $385 (-4.1%) Shares 1,744 (+11.4%) Est. Cost $243.85 Unrealized -10.3%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $529 (+3.2%) Shares 2,872 (+1.7%) Est. Cost $162.26 Unrealized +10.4%
HIGHLAND OPPS & INCOME FD 0.0%
Value ($000) $1,390 (-1.1%) Shares 230,630 (+4.2%) Est. Cost $6.62 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $251 (+6.9%) Shares 2,879 (+3.6%) Est. Cost $48.46 Unrealized +116.8%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $327 (+5.0%) Shares 4,889 (+13.8%) Est. Cost $73.69 Unrealized -6.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,543 (-1.0%) Shares 6,098 (+12.3%) Est. Cost $231.12 Unrealized +14.7%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $77 (+23.6%) Shares 13,893 (+29.4%) Est. Cost $6.37 Unrealized
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $320 (+4.7%) Shares 13,396 (+9.3%) Est. Cost $19.29 Unrealized +26.2%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $36 (+65.3%) Shares 13,069 (+29.5%) Est. Cost $7.04 Unrealized -67.1%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $465 (+3.2%) Shares 1,542 (+1.4%) Est. Cost $244.69 Unrealized
BCPC BALCHEM CORP 0.0%
Value ($000) $216 (+7.0%) Shares 1,396 (+3.9%) Est. Cost $153.09 Unrealized -0.9%
PHO INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $714 (+2.0%) Shares 10,025 (+3.3%) Est. Cost $64.05 Unrealized
GATX GATX CORP 0.0%
Value ($000) $293 (+4.9%) Shares 1,696 (+6.2%) Est. Cost $150.61 Unrealized +9.1%
FSM FORTUNA MNG CORP 0.0%
Value ($000) $116 (+13.1%) Shares 11,688 (+1.8%) Est. Cost $5.11 Unrealized +76.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,832 (+0.7%) Shares 23,441 (+1.0%) Est. Cost $79.01 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $313 (+4.3%) Shares 6,595 (+5.4%) Est. Cost $47.47 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1,018 (-1.3%) Shares 7,760 (+4.8%) Est. Cost $131.11 Unrealized +1.6%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $396 (+3.4%) Shares 18,975 (+4.0%) Est. Cost $17.82 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $520 (-2.3%) Shares 18,801 (+6.7%) Est. Cost $26.55 Unrealized +9.7%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,048 (+1.1%) Shares 12,474 (+1.2%) Est. Cost $80.22 Unrealized
RDNT RADNET INC 0.0%
Value ($000) $226 (-4.7%) Shares 3,168 (+1.6%) Est. Cost $54.79 Unrealized +40.9%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $203 (-4.9%) Shares 1,030 (+2.0%) Est. Cost $197.93 Unrealized +6.5%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $275 (+3.8%) Shares 2,912 (+3.1%) Est. Cost $89.89 Unrealized +5.0%
SKYW SKYWEST INC 0.0%
Value ($000) $304 (+3.4%) Shares 3,010 (+2.9%) Est. Cost $80.51 Unrealized +24.4%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $253 (-3.5%) Shares 14,183 (+5.0%) Est. Cost $13.64 Unrealized +30.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $867 (-1.0%) Shares 3,940 (+3.0%) Est. Cost $249.06 Unrealized -14.2%
STXS STEREOTAXIS INC 0.0%
Value ($000) $31 (-22.3%) Shares 13,511 (+5.5%) Est. Cost $1.79 Unrealized +48.5%
NVR NVR INC 0.0%
Value ($000) $674 (-1.3%) Shares 92 (+8.2%) Est. Cost $7509.65 Unrealized -0.4%
PSMT PRICESMART INC 0.0%
Value ($000) $324 (+2.8%) Shares 2,637 (+1.3%) Est. Cost $85.57 Unrealized +42.0%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $222 (-3.6%) Shares 2,731 (+2.8%) Est. Cost $86.23 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $697 (-1.2%) Shares 15,392 (+34.1%) Est. Cost $36.52 Unrealized +53.5%
HAEMONETICS CORP MASS 0.0%
Value ($000) $34 (+31.8%) Shares 33,000 (+17.9%) Est. Cost $1.00 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $307 (+2.7%) Shares 8,880 (+2.6%) Est. Cost $28.75 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $363 (+2.2%) Shares 7,079 (+1.4%) Est. Cost $51.33 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $454 (+1.7%) Shares 16,576 (+1.2%) Est. Cost $25.83 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $698 (+1.1%) Shares 3,799 (+3.9%) Est. Cost $140.47 Unrealized +34.6%
XSLV INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $261 (+2.8%) Shares 5,560 (+1.6%) Est. Cost $42.44 Unrealized
KN KNOWLES CORP 0.0%
Value ($000) $285 (-2.4%) Shares 13,188 (+5.3%) Est. Cost $16.83 Unrealized +35.4%
SKT TANGER INC 0.0%
Value ($000) $264 (+2.7%) Shares 7,762 (+2.0%) Est. Cost $27.21 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $1,284 (-0.5%) Shares 77,602 (+3.2%) Est. Cost $16.23 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $214 (+3.2%) Shares 1,201 (+3.4%) Est. Cost $184.76 Unrealized -2.7%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $433 (+1.5%) Shares 5,707 (+2.4%) Est. Cost $55.36 Unrealized +35.7%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $326 (+1.9%) Shares 2,681 (+2.5%) Est. Cost $120.67 Unrealized +0.3%
NPO ENPRO INC 0.0%
Value ($000) $301 (+2.0%) Shares 1,375 (+5.3%) Est. Cost $155.75 Unrealized +42.0%
GHC GRAHAM HLDGS CO 0.0%
Value ($000) $214 (+2.8%) Shares 196 (+10.7%) Est. Cost $1033.71 Unrealized +3.2%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $266 (+2.0%) Shares 8,850 (+1.9%) Est. Cost $27.58 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $112 (+4.6%) Shares 12,328 (+3.4%) Est. Cost $8.74 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $528 (-0.9%) Shares 6,095 (+9.2%) Est. Cost $128.73 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $336 (-1.4%) Shares 66,258 (+3.5%) Est. Cost $5.55 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $370 (-1.2%) Shares 9,016 (+4.5%) Est. Cost $37.05 Unrealized +9.9%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $63 (-6.5%) Shares 11,510 (+10.8%) Est. Cost $6.41 Unrealized +1.9%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $305 (-1.4%) Shares 7,883 (+3.2%) Est. Cost $34.70 Unrealized +10.8%
WIT WIPRO LTD 0.0%
Value ($000) $44 (+10.4%) Shares 15,555 (+1.5%) Est. Cost $4.85 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $233 (+1.6%) Shares 2,739 (+33.9%) Est. Cost $78.08 Unrealized +32.7%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $379 (-0.9%) Shares 16,426 (+2.4%) Est. Cost $23.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,465 (-0.2%) Shares 4,957 (+3.1%) Est. Cost $222.40 Unrealized +29.7%
WELLS FARGO CO NEW 0.0%
Value ($000) $232 (-1.4%) Shares 192 (+1.1%) Est. Cost $1181.77 Unrealized
SNEX STONEX GROUP INC 0.0%
Value ($000) $270 (+1.0%) Shares 2,764 (+4.5%) Est. Cost $95.45 Unrealized -1.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $235 (-1.1%) Shares 2,961 (+3.6%) Est. Cost $105.51 Unrealized -23.9%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,415 (-0.2%) Shares 67,231 (+2.3%) Est. Cost $23.76 Unrealized
NYLI CBRE GBL INFR MEGTRNDS 0.0%
Value ($000) $369 (+0.6%) Shares 26,530 (+6.2%) Est. Cost $13.40 Unrealized
SUZ SUZANO S A 0.0%
Value ($000) $114 (+1.7%) Shares 12,176 (+2.2%) Est. Cost $10.20 Unrealized
SHIFT4 PMTS INC 0.0%
Value ($000) $13 (+16.0%) Shares 13,000 (+18.2%) Est. Cost $0.98 Unrealized
FRANKLIN LTD DURATION 0.0%
Value ($000) $148 (-1.1%) Shares 23,721 (+1.1%) Est. Cost $6.43 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $684 (-0.2%) Shares 6,533 (+2.0%) Est. Cost $109.68 Unrealized -3.4%
WEX WEX INC 0.0%
Value ($000) $454 (-0.3%) Shares 3,003 (+3.8%) Est. Cost $135.90 Unrealized +10.9%
NI NISOURCE INC 0.0%
Value ($000) $369 (-0.2%) Shares 8,769 (+2.7%) Est. Cost $30.68 Unrealized +38.9%
SPLB SPDR SERIES TRUST 0.0%
Value ($000) $252 (-0.1%) Shares 11,085 (+1.7%) Est. Cost $22.58 Unrealized
MC MOELIS & CO 0.0%
Value ($000) $393 (+0.1%) Shares 5,572 (+1.3%) Est. Cost $52.73 Unrealized +24.8%

Exited Positions (107)

UNILEVER PLC 0.0%
Value ($000) $3,390 Shares 57,185 Est. Cost $55.51 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $1,527 Shares 25,168 Est. Cost $64.93 Unrealized
CUSHMAN WAKEFIELD PLC 0.0%
Value ($000) $1,033 Shares 64,858 Est. Cost $10.51 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $1,001 Shares 50,001 Est. Cost $20.02 Unrealized
PAAA PGIM ETF TR 0.0%
Value ($000) $951 Shares 18,468 Est. Cost $51.50 Unrealized
EIC EAGLE POINT INCOME COMPANY I 0.0%
Value ($000) $942 Shares 70,000 Est. Cost $14.95 Unrealized
HILLENBRAND INC 0.0%
Value ($000) $868 Shares 32,111 Est. Cost $32.15 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $738 Shares 9,921 Est. Cost $67.78 Unrealized -9.9%
OLN OLIN CORP 0.0%
Value ($000) $726 Shares 29,054 Est. Cost $21.88 Unrealized -2.0%
XXCHNXX CHINA FD INC 0.0%
Value ($000) $717 Shares 38,838 Est. Cost $10.21 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $646 Shares 41,303 Est. Cost $14.74 Unrealized -0.3%
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $629 Shares 13,053 Est. Cost $48.17 Unrealized
BKU BANKUNITED INC 0.0%
Value ($000) $550 Shares 14,408 Est. Cost $27.43 Unrealized +49.8%
MR COOPER GROUP INC 0.0%
Value ($000) $540 Shares 2,536 Est. Cost $80.80 Unrealized
KELLANOVA 0.0%
Value ($000) $538 Shares 6,562 Est. Cost $59.67 Unrealized +38.5%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $527 Shares 2,752 Est. Cost $238.76 Unrealized -31.2%
FLAHERTY & CRUMRINE PFD SECS 0.0%
Value ($000) $498 Shares 29,459 Est. Cost $15.96 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $477 Shares 3,868 Est. Cost $126.78 Unrealized -14.6%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $473 Shares 10,076 Est. Cost $45.50 Unrealized
TTC TORO CO 0.0%
Value ($000) $412 Shares 5,413 Est. Cost $76.67 Unrealized -3.6%
PBI PITNEY BOWES INC 0.0%
Value ($000) $376 Shares 32,970 Est. Cost $7.28 Unrealized +42.5%
CADE CADENCE BANK 0.0%
Value ($000) $357 Shares 9,450 Est. Cost $29.85 Unrealized +32.0%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $348 Shares 7,918 Est. Cost $44.80 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $348 Shares 2,697 Est. Cost $123.84 Unrealized -7.3%
VERINT SYS INC 0.0%
Value ($000) $340 Shares 16,792 Est. Cost $31.19 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $337 Shares 17,296 Est. Cost $20.71 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $329 Shares 43,174 Est. Cost $7.45 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $325 Shares 7,253 Est. Cost $70.14 Unrealized -43.0%
ARKF ARK ETF TR 0.0%
Value ($000) $325 Shares 5,720 Est. Cost $50.24 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $324 Shares 4,430 Est. Cost $55.79 Unrealized +0.6%
USIG ISHARES TR 0.0%
Value ($000) $315 Shares 6,035 Est. Cost $52.22 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $307 Shares 3,620 Est. Cost $77.73 Unrealized -25.4%
IDA IDACORP INC 0.0%
Value ($000) $306 Shares 2,316 Est. Cost $102.29 Unrealized +27.2%
IYF ISHARES TR 0.0%
Value ($000) $301 Shares 2,376 Est. Cost $95.94 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $301 Shares 4,895 Est. Cost $58.45 Unrealized -14.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $296 Shares 4,922 Est. Cost $60.16 Unrealized
SSRM SSR MINING IN 0.0%
Value ($000) $286 Shares 11,713 Est. Cost $11.95 Unrealized +86.3%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $284 Shares 8,048 Est. Cost $33.37 Unrealized +14.3%
FLEX FLEX LTD 0.0%
Value ($000) $283 Shares 4,890 Est. Cost $31.15 Unrealized +98.3%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $283 Shares 5,913 Est. Cost $40.12 Unrealized +2.6%
BMRC BANK MARIN BANCORP 0.0%
Value ($000) $282 Shares 11,626 Est. Cost $14.17 Unrealized +79.2%
ELF E L F BEAUTY INC 0.0%
Value ($000) $280 Shares 2,113 Est. Cost $85.34 Unrealized +15.3%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $280 Shares 4,460 Est. Cost $61.40 Unrealized +15.1%
VNOM VIPER ENERGY INC 0.0%
Value ($000) $276 Shares 7,224 Est. Cost $38.10 Unrealized -0.6%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $271 Shares 29,751 Est. Cost $8.99 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $270 Shares 4,748 Est. Cost $55.60 Unrealized -0.8%
DOW DOW INC 0.0%
Value ($000) $268 Shares 11,698 Est. Cost $47.95 Unrealized -52.5%
ITB ISHARES TR 0.0%
Value ($000) $267 Shares 2,490 Est. Cost $107.23 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $266 Shares 2,582 Est. Cost $86.45 Unrealized +14.0%
OSK OSHKOSH CORP 0.0%
Value ($000) $256 Shares 1,972 Est. Cost $131.45 Unrealized -2.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $255 Shares 2,554 Est. Cost $133.47 Unrealized -33.7%
CALF PACER FDS TR 0.0%
Value ($000) $255 Shares 5,822 Est. Cost $43.91 Unrealized
TG TREDEGAR CORP 0.0%
Value ($000) $249 Shares 31,022 Est. Cost $7.70 Unrealized -1.5%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $248 Shares 3,104 Est. Cost $65.44 Unrealized +13.4%
QLYS QUALYS INC 0.0%
Value ($000) $245 Shares 1,855 Est. Cost $132.45 Unrealized +3.9%
RUSHA RUSH ENTERPRISES INC 0.0%
Value ($000) $239 Shares 4,461 Est. Cost $55.65 Unrealized -6.6%
ABM ABM INDS INC 0.0%
Value ($000) $238 Shares 5,151 Est. Cost $47.48 Unrealized -8.1%
ARKQ ARK ETF TR 0.0%
Value ($000) $236 Shares 2,117 Est. Cost $111.58 Unrealized
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $236 Shares 8,158 Est. Cost $24.95 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $234 Shares 1,142 Est. Cost $195.01 Unrealized -6.1%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $230 Shares 3,015 Est. Cost $68.66 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $229 Shares 2,697 Est. Cost $80.38 Unrealized +1.7%
NXT NEXTRACKER INC 0.0%
Value ($000) $227 Shares 3,066 Est. Cost $64.43 Unrealized +40.7%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $227 Shares 720 Est. Cost $169.27 Unrealized +85.7%
PNR PENTAIR PLC 0.0%
Value ($000) $221 Shares 1,999 Est. Cost $106.48 Unrealized +0.2%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $221 Shares 12,161 Est. Cost $18.15 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $220 Shares 2,936 Est. Cost $72.96 Unrealized -0.6%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $218 Shares 1,153 Est. Cost $107.39 Unrealized +31.0%
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $217 Shares 11,772 Est. Cost $18.45 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $214 Shares 4,733 Est. Cost $40.34 Unrealized +0.2%
GGG GRACO INC 0.0%
Value ($000) $214 Shares 2,517 Est. Cost $77.54 Unrealized +5.7%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $214 Shares 16,744 Est. Cost $12.76 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $208 Shares 6,746 Est. Cost $27.77 Unrealized -5.5%
CVBF CVB FINL CORP 0.0%
Value ($000) $207 Shares 10,932 Est. Cost $19.48 Unrealized -2.8%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $207 Shares 1,526 Est. Cost $122.99 Unrealized +6.8%
MHO M/I HOMES INC 0.0%
Value ($000) $206 Shares 1,428 Est. Cost $135.28 Unrealized -2.3%
BPOP POPULAR INC 0.0%
Value ($000) $206 Shares 1,611 Est. Cost $84.03 Unrealized +40.0%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $204 Shares 1,222 Est. Cost $207.28 Unrealized -18.7%
VNT VONTIER CORPORATION 0.0%
Value ($000) $202 Shares 4,823 Est. Cost $41.16 Unrealized -7.0%
IBND SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 6,266 Est. Cost $32.59 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $202 Shares 9,883 Est. Cost $19.06 Unrealized +3.7%
PSTG PURE STORAGE INC 0.0%
Value ($000) $202 Shares 2,407 Est. Cost $66.50 Unrealized +25.6%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $202 Shares 2,187 Est. Cost $89.20 Unrealized -2.8%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $201 Shares 507 Est. Cost $396.43 Unrealized
DPST DIREXION SHS ETF TR 0.0%
Value ($000) $200 Shares 2,000 Est. Cost $100.05 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $200 Shares 2,408 Est. Cost $87.73 Unrealized -8.9%
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $195 Shares 10,577 Est. Cost $16.83 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $190 Shares 10,424 Est. Cost $16.85 Unrealized -12.5%
MLKN MILLERKNOLL INC 0.0%
Value ($000) $179 Shares 10,012 Est. Cost $19.88 Unrealized -18.6%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $178 Shares 10,447 Est. Cost $18.00 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $166 Shares 25,213 Est. Cost $5.44 Unrealized
DCH AMERICAN AXLE & MFG HLDGS IN 0.0%
Value ($000) $155 Shares 25,765 Est. Cost $7.37 Unrealized -15.7%
OGN ORGANON & CO 0.0%
Value ($000) $155 Shares 14,486 Est. Cost $17.87 Unrealized -55.9%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $136 Shares 10,045 Est. Cost $12.45 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $136 Shares 10,545 Est. Cost $21.17 Unrealized -39.4%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $134 Shares 10,710 Est. Cost $12.21 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $133 Shares 10,131 Est. Cost $12.36 Unrealized -5.3%
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $96 Shares 16,708 Est. Cost $4.27 Unrealized +80.7%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $93 Shares 14,047 Est. Cost $11.08 Unrealized -42.9%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $59 Shares 14,117 Est. Cost $4.42 Unrealized
SVRA SAVARA INC 0.0%
Value ($000) $52 Shares 14,658 Est. Cost $4.45 Unrealized +10.1%
HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $32 Shares 28,000 Est. Cost $0.97 Unrealized
UBER TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 22,000 Est. Cost $1.05 Unrealized
BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $27 Shares 28,000 Est. Cost $0.95 Unrealized
ITRON INC 0.0%
Value ($000) $25 Shares 24,000 Est. Cost $1.01 Unrealized
ORGN ORIGIN MATERIALS INC 0.0%
Value ($000) $18 Shares 34,190 Est. Cost $0.65 Unrealized -24.7%
RANI RANI THERAPEUTICS HLDGS INC 0.0%
Value ($000) $6 Shares 11,813 Est. Cost $2.10 Unrealized -28.2%

Decreased Positions (690)

GOOGL ALPHABET INC 0.9%
Value ($000) $74,128 (+27.8%) Shares 236,189 (-1.0%) Est. Cost $144.94 Unrealized +97.0%
MSFT MICROSOFT CORP 1.9%
Value ($000) $152,103 (-7.9%) Shares 312,019 (-2.1%) Est. Cost $350.90 Unrealized +42.7%
ORCL ORACLE CORP 0.2%
Value ($000) $15,738 (-38.0%) Shares 79,803 (-11.6%) Est. Cost $118.36 Unrealized +101.1%
AAPL APPLE INC 3.2%
Value ($000) $248,821 (+3.6%) Shares 911,166 (-3.4%) Est. Cost $170.12 Unrealized +57.7%
LLY ELI LILLY & CO 0.4%
Value ($000) $31,425 (+36.4%) Shares 29,104 (-3.6%) Est. Cost $694.63 Unrealized +37.6%
HD HOME DEPOT INC 0.3%
Value ($000) $26,661 (-22.2%) Shares 76,976 (-8.9%) Est. Cost $231.91 Unrealized +57.2%
META META PLATFORMS INC 0.7%
Value ($000) $53,873 (-12.2%) Shares 80,948 (-3.2%) Est. Cost $440.71 Unrealized +51.4%
BAC BANK AMERICA CORP 1.4%
Value ($000) $108,977 (-3.8%) Shares 1,971,365 (-10.3%) Est. Cost $36.38 Unrealized +44.8%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $35,148 (-9.4%) Shares 1,296,003 (-12.0%) Est. Cost $31.98 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $5,591 (-38.0%) Shares 70,052 (-37.9%) Est. Cost $77.57 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $6,777 (-30.8%) Shares 67,327 (-30.8%) Est. Cost $100.30 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $7,375 (-27.5%) Shares 27,733 (-35.3%) Est. Cost $238.94 Unrealized +3.9%
BX BLACKSTONE INC 0.3%
Value ($000) $19,761 (-12.3%) Shares 127,669 (-3.2%) Est. Cost $117.92 Unrealized +28.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $28,860 (+9.8%) Shares 139,479 (-1.6%) Est. Cost $143.43 Unrealized +37.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $6,839 (-26.1%) Shares 168,040 (-20.2%) Est. Cost $37.59 Unrealized +7.7%
AMZN AMAZON COM INC 1.1%
Value ($000) $86,062 (+2.9%) Shares 370,101 (-2.9%) Est. Cost $164.14 Unrealized +39.4%
HIBS DIREXION SHS ETF TR 0.0%
Value ($000) $96 (-96.0%) Shares 15,807 (-95.7%) Est. Cost $6.49 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $16,592 (-11.5%) Shares 115,184 (-5.6%) Est. Cost $142.78 Unrealized +3.1%
AVGO BROADCOM INC 0.7%
Value ($000) $51,513 (+4.2%) Shares 146,949 (-1.9%) Est. Cost $157.28 Unrealized +127.0%
SAP SAP SE 0.1%
Value ($000) $4,323 (-30.5%) Shares 17,673 (-24.1%) Est. Cost $206.80 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $83,491 (+2.3%) Shares 1,329,679 (-2.4%) Est. Cost $43.30 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $4,043 (-31.5%) Shares 73,763 (-21.4%) Est. Cost $62.85 Unrealized -9.2%
ABT ABBOTT LABS 0.2%
Value ($000) $13,655 (-11.4%) Shares 108,561 (-5.7%) Est. Cost $103.75 Unrealized +22.7%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $17,870 (-8.6%) Shares 20,644 (-2.3%) Est. Cost $613.30 Unrealized +47.7%
IJH ISHARES TR 0.3%
Value ($000) $24,276 (-6.2%) Shares 363,957 (-8.3%) Est. Cost $84.14 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $66,598 (+2.4%) Shares 2,751,843 (-1.5%) Est. Cost $25.34 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $4,722 (-24.8%) Shares 8,187 (-9.0%) Est. Cost $362.19 Unrealized +72.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $7,422 (+24.9%) Shares 34,469 (-6.2%) Est. Cost $146.58 Unrealized +53.2%
ETN EATON CORP PLC 0.1%
Value ($000) $7,269 (-16.8%) Shares 22,654 (-3.0%) Est. Cost $300.84 Unrealized +17.8%
RBLX ROBLOX CORP 0.0%
Value ($000) $1,992 (-42.1%) Shares 24,348 (-2.0%) Est. Cost $43.15 Unrealized +146.1%
IVV ISHARES TR 1.2%
Value ($000) $94,182 (+1.5%) Shares 136,512 (-1.5%) Est. Cost $485.71 Unrealized
T AT&T INC 0.1%
Value ($000) $6,697 (-16.9%) Shares 269,925 (-5.4%) Est. Cost $17.49 Unrealized +44.5%
QUAL ISHARES TR 0.4%
Value ($000) $28,481 (-4.5%) Shares 142,332 (-7.2%) Est. Cost $135.41 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $4,751 (-22.0%) Shares 54,257 (-15.6%) Est. Cost $74.52 Unrealized +22.0%
USRT ISHARES TR 0.3%
Value ($000) $25,313 (-5.0%) Shares 441,001 (-2.8%) Est. Cost $47.71 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $1,902 (-40.0%) Shares 15,049 (-30.6%) Est. Cost $156.78 Unrealized -16.9%
SPAB SPDR SERIES TRUST 0.2%
Value ($000) $12,653 (-8.9%) Shares 490,063 (-8.8%) Est. Cost $25.22 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.2%
Value ($000) $17,605 (-6.4%) Shares 1,385,100 (-5.0%) Est. Cost $12.97 Unrealized -7.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3,922 (-23.3%) Shares 8,267 (-20.2%) Est. Cost $562.86 Unrealized -21.1%
LIN LINDE PLC 0.1%
Value ($000) $7,381 (-13.9%) Shares 17,230 (-4.5%) Est. Cost $430.75 Unrealized -0.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $5,504 (-17.7%) Shares 60,177 (-2.9%) Est. Cost $89.47 Unrealized +9.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $21,268 (-5.2%) Shares 139,637 (-3.3%) Est. Cost $144.56 Unrealized +4.7%
PIMCO DYNAMIC INCOME 0.0%
Value ($000) $1,829 (-38.6%) Shares 97,919 (-17.8%) Est. Cost $22.33 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $7,770 (-12.7%) Shares 44,294 (-8.5%) Est. Cost $180.81 Unrealized -5.6%
RTX RTX CORPORATION 0.2%
Value ($000) $18,054 (+6.6%) Shares 98,113 (-3.0%) Est. Cost $92.18 Unrealized +88.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $4,204 (+35.9%) Shares 5,432 (-1.3%) Est. Cost $814.88 Unrealized -16.7%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $4,211 (-20.5%) Shares 46,091 (-20.2%) Est. Cost $91.43 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $20,601 (-4.9%) Shares 216,979 (-4.7%) Est. Cost $73.50 Unrealized
HWKN HAWKINS INC 0.0%
Value ($000) $3,345 (-23.2%) Shares 23,292 (-2.3%) Est. Cost $66.43 Unrealized +121.6%
CRWV COREWEAVE INC 0.0%
Value ($000) $234 (-81.2%) Shares 3,166 (-65.2%) Est. Cost $109.46 Unrealized -7.4%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $4,585 (-18.0%) Shares 232,024 (-21.7%) Est. Cost $17.30 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2,719 (-26.2%) Shares 1,345 (-14.7%) Est. Cost $1668.41 Unrealized +25.9%
CMI CUMMINS INC 0.1%
Value ($000) $7,202 (+15.4%) Shares 14,023 (-5.1%) Est. Cost $297.54 Unrealized +56.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $2,481 (-27.7%) Shares 13,417 (-25.6%) Est. Cost $161.80 Unrealized +12.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $5,297 (-15.1%) Shares 176,755 (-11.0%) Est. Cost $36.90 Unrealized -22.7%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $9,384 (+11.0%) Shares 38,464 (-3.2%) Est. Cost $144.63 Unrealized +53.6%
WWD WOODWARD INC 0.1%
Value ($000) $6,334 (+16.8%) Shares 20,896 (-2.7%) Est. Cost $143.24 Unrealized +91.8%
OEF ISHARES TR 0.0%
Value ($000) $2,961 (-22.4%) Shares 8,581 (-25.2%) Est. Cost $221.00 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $10,033 (+9.3%) Shares 9,358 (-1.3%) Est. Cost $915.77 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.9%
Value ($000) $69,385 (+1.2%) Shares 928,475 (-1.9%) Est. Cost $47.36 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $24,451 (-3.1%) Shares 106,428 (-2.4%) Est. Cost $151.64 Unrealized +50.1%
TFLO ISHARES TR 0.0%
Value ($000) $1,076 (-42.2%) Shares 21,334 (-42.0%) Est. Cost $50.73 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $12,635 (-5.7%) Shares 230,222 (-8.2%) Est. Cost $41.23 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $25,329 (-2.9%) Shares 325,234 (-4.3%) Est. Cost $58.00 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $1,253 (-37.1%) Shares 20,565 (-42.5%) Est. Cost $56.35 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $10,412 (-6.5%) Shares 85,559 (-8.7%) Est. Cost $107.99 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $6,143 (-10.5%) Shares 21,175 (-7.3%) Est. Cost $206.77 Unrealized +39.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $2,608 (-21.4%) Shares 3,191 (-8.2%) Est. Cost $588.42 Unrealized +47.4%
IBM INTERNATIONAL BUSINESS 0.2%
Value ($000) $13,845 (+5.3%) Shares 45,837 (-1.6%) Est. Cost $142.34 Unrealized +109.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2,031 (-25.3%) Shares 48,998 (-14.4%) Est. Cost $55.99 Unrealized -25.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $5,994 (-10.2%) Shares 117,028 (-2.7%) Est. Cost $106.30 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1,748 (-27.8%) Shares 8,059 (-19.9%) Est. Cost $230.67 Unrealized -1.5%
JPST J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $9,118 (-6.7%) Shares 179,550 (-6.8%) Est. Cost $50.54 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $2,048 (-24.3%) Shares 19,995 (-23.6%) Est. Cost $98.77 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $3,150 (+26.1%) Shares 402,828 (-1.3%) Est. Cost $2.50 Unrealized +229.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $3,348 (-16.2%) Shares 16,426 (-1.6%) Est. Cost $166.83 Unrealized +26.7%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $869 (-42.2%) Shares 14,738 (-47.9%) Est. Cost $42.23 Unrealized +26.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3,664 (-14.7%) Shares 14,726 (-6.5%) Est. Cost $260.75 Unrealized -3.5%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $332 (-64.9%) Shares 13,774 (-64.0%) Est. Cost $19.11 Unrealized +22.6%
DHI D R HORTON INC 0.0%
Value ($000) $2,091 (-22.5%) Shares 14,365 (-9.7%) Est. Cost $135.93 Unrealized +11.8%
O REALTY INCOME CORP 0.0%
Value ($000) $1,522 (-28.4%) Shares 26,698 (-23.6%) Est. Cost $51.82 Unrealized +10.7%
PEG PUBLIC SVC ENTERPRISE GRP 0.0%
Value ($000) $3,885 (-13.2%) Shares 47,619 (-11.2%) Est. Cost $73.28 Unrealized +10.6%
ABNB AIRBNB INC 0.0%
Value ($000) $1,216 (-32.5%) Shares 8,879 (-40.1%) Est. Cost $143.13 Unrealized -13.0%
IEI ISHARES TR 0.0%
Value ($000) $759 (-43.2%) Shares 6,346 (-43.2%) Est. Cost $118.04 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,301 (-30.5%) Shares 12,809 (-14.1%) Est. Cost $121.77 Unrealized -11.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $2,242 (-20.2%) Shares 13,683 (-6.2%) Est. Cost $162.22 Unrealized +14.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $18,515 (+3.1%) Shares 196,324 (-8.3%) Est. Cost $54.39 Unrealized +59.3%
WSO WATSCO INC 0.0%
Value ($000) $1,216 (-31.7%) Shares 3,543 (-19.5%) Est. Cost $484.38 Unrealized -26.3%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $265 (-67.9%) Shares 671 (-65.5%) Est. Cost $451.81 Unrealized -9.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $3,879 (-12.6%) Shares 45,505 (-13.3%) Est. Cost $82.77 Unrealized +1.6%
MTUM ISHARES TR 0.1%
Value ($000) $7,455 (-7.0%) Shares 29,490 (-5.6%) Est. Cost $146.05 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,521 (-26.6%) Shares 38,502 (-16.5%) Est. Cost $48.32 Unrealized -14.2%
ESGU ISHARES TR 0.2%
Value ($000) $18,639 (-2.9%) Shares 124,142 (-5.8%) Est. Cost $90.45 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,308 (-29.5%) Shares 5,824 (-6.5%) Est. Cost $205.23 Unrealized +29.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,548 (-26.1%) Shares 22,564 (-3.3%) Est. Cost $61.55 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $1,103 (+97.4%) Shares 4,593 (-7.8%) Est. Cost $58.39 Unrealized +243.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $3,214 (-14.3%) Shares 24,264 (-5.7%) Est. Cost $104.79 Unrealized +31.4%
ADBE ADOBE INC 0.1%
Value ($000) $4,084 (-11.6%) Shares 11,584 (-11.5%) Est. Cost $488.07 Unrealized -30.3%
PYLD PIMCO ETF TR 0.0%
Value ($000) $655 (-44.6%) Shares 24,389 (-44.6%) Est. Cost $26.35 Unrealized
LRN STRIDE INC 0.0%
Value ($000) $311 (-62.6%) Shares 4,746 (-14.9%) Est. Cost $129.63 Unrealized -30.0%
OXLC OXFORD LANE CAP CORP 0.0%
Value ($000) $253 (-67.0%) Shares 16,521 (-63.6%) Est. Cost $16.93 Unrealized
KEY KEYCORP 0.0%
Value ($000) $1,095 (-31.2%) Shares 52,798 (-38.0%) Est. Cost $16.15 Unrealized +14.4%
MSCI MSCI INC 0.0%
Value ($000) $1,539 (-24.3%) Shares 2,644 (-26.2%) Est. Cost $525.30 Unrealized +6.6%
DASH DOORDASH INC 0.0%
Value ($000) $1,973 (-19.9%) Shares 8,648 (-4.5%) Est. Cost $159.57 Unrealized +47.0%
KLAC KLA CORP 0.1%
Value ($000) $6,264 (+8.5%) Shares 5,037 (-5.9%) Est. Cost $596.99 Unrealized +96.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $666 (-42.0%) Shares 9,818 (-27.9%) Est. Cost $80.20 Unrealized -11.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $981 (-32.8%) Shares 6,271 (-25.7%) Est. Cost $120.43 Unrealized +35.5%
AMLP ALPS ETF TR 0.2%
Value ($000) $19,267 (-2.4%) Shares 408,204 (-3.0%) Est. Cost $25.49 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,942 (-19.6%) Shares 10,991 (-11.7%) Est. Cost $182.92 Unrealized -1.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $5,206 (-8.3%) Shares 54,226 (-6.7%) Est. Cost $82.53 Unrealized +18.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $4,907 (-8.7%) Shares 13,857 (-4.5%) Est. Cost $314.07 Unrealized +15.7%
MET METLIFE INC 0.0%
Value ($000) $3,924 (-10.6%) Shares 49,179 (-7.7%) Est. Cost $66.93 Unrealized +17.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $2,920 (-13.7%) Shares 54,658 (-3.6%) Est. Cost $55.91 Unrealized -0.7%
NUVEEN AMT FREE QLTY MUN 0.0%
Value ($000) $164 (-73.7%) Shares 13,947 (-74.4%) Est. Cost $11.32 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1,822 (+33.0%) Shares 10,348 (-9.3%) Est. Cost $56.54 Unrealized +168.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $984 (-30.9%) Shares 11,800 (-14.7%) Est. Cost $78.42 Unrealized +18.3%
COWZ PACER FDS TR 0.0%
Value ($000) $409 (-51.7%) Shares 6,746 (-54.3%) Est. Cost $51.15 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2,033 (-17.6%) Shares 7,216 (-5.1%) Est. Cost $154.54 Unrealized +82.2%
PFM INVESCO EXCHANGE TRADED FD 0.1%
Value ($000) $4,931 (-7.8%) Shares 95,074 (-9.8%) Est. Cost $36.60 Unrealized
INTU INTUIT 0.1%
Value ($000) $7,916 (-5.0%) Shares 11,818 (-3.1%) Est. Cost $623.04 Unrealized +6.0%
RACE FERRARI N V 0.0%
Value ($000) $1,082 (-27.5%) Shares 2,905 (-5.6%) Est. Cost $417.53 Unrealized -4.2%
NUVEEN VRIABL RAT PFD & INM 0.0%
Value ($000) $242 (-63.0%) Shares 12,537 (-61.5%) Est. Cost $18.19 Unrealized
BBVA BANCO BILBAO VIZCAYA 0.0%
Value ($000) $2,972 (+15.9%) Shares 126,728 (-4.8%) Est. Cost $10.15 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $319 (-55.7%) Shares 4,184 (-64.3%) Est. Cost $28.61 Unrealized +154.0%
OKLO OKLO INC 0.0%
Value ($000) $546 (-42.2%) Shares 7,619 (-10.0%) Est. Cost $40.99 Unrealized +172.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $924 (-30.1%) Shares 24,937 (-26.1%) Est. Cost $61.69 Unrealized -41.4%
ECL ECOLAB INC 0.0%
Value ($000) $2,087 (-16.0%) Shares 7,890 (-12.8%) Est. Cost $227.77 Unrealized +16.7%
VST VISTRA CORP 0.0%
Value ($000) $777 (-33.6%) Shares 4,768 (-20.1%) Est. Cost $90.14 Unrealized +101.8%
MLPA GLOBAL X FDS 0.0%
Value ($000) $404 (-49.2%) Shares 8,349 (-49.2%) Est. Cost $44.19 Unrealized
FENI FIDELITY COVINGTON TRUST 0.2%
Value ($000) $13,563 (+3.0%) Shares 368,467 (-1.3%) Est. Cost $32.19 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $344 (-52.9%) Shares 13,210 (-42.5%) Est. Cost $29.05 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $657 (-36.9%) Shares 43,366 (-18.0%) Est. Cost $23.93 Unrealized -31.3%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3,065 (+14.2%) Shares 1,756 (-2.1%) Est. Cost $1027.47 Unrealized +67.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $325 (-53.8%) Shares 7,985 (-42.9%) Est. Cost $81.44 Unrealized -45.6%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $467 (-44.4%) Shares 13,196 (-32.2%) Est. Cost $31.24 Unrealized +18.5%
FFIV F5 INC 0.0%
Value ($000) $471 (-43.7%) Shares 1,816 (-29.9%) Est. Cost $242.28 Unrealized +11.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $2,227 (-14.0%) Shares 9,669 (-18.1%) Est. Cost $148.44 Unrealized +55.8%
ODFL OLD DOMINION FREIGHT LINE 0.0%
Value ($000) $627 (-36.6%) Shares 3,936 (-44.0%) Est. Cost $189.67 Unrealized -24.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $596 (-37.6%) Shares 22,442 (-38.0%) Est. Cost $12.96 Unrealized +114.9%
BA BOEING CO 0.1%
Value ($000) $6,364 (-5.2%) Shares 29,124 (-6.4%) Est. Cost $189.20 Unrealized +8.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $4,465 (-7.2%) Shares 139,054 (-9.7%) Est. Cost $30.09 Unrealized
HPQ HP INC 0.0%
Value ($000) $1,539 (-18.5%) Shares 66,215 (-3.4%) Est. Cost $28.29 Unrealized -10.7%
AZO AUTOZONE INC 0.0%
Value ($000) $1,160 (-23.1%) Shares 341 (-3.1%) Est. Cost $2872.13 Unrealized +31.5%
ALC ALCON AG 0.0%
Value ($000) $1,631 (-17.6%) Shares 20,564 (-22.5%) Est. Cost $85.76 Unrealized -10.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $970 (-26.4%) Shares 5,015 (-10.5%) Est. Cost $172.42 Unrealized +21.8%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,841 (-8.2%) Shares 26,755 (-9.8%) Est. Cost $121.03 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $1,361 (-20.1%) Shares 1,994 (-25.2%) Est. Cost $490.27 Unrealized +38.9%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $624 (-35.3%) Shares 7,378 (-33.7%) Est. Cost $66.40 Unrealized +21.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $2,634 (-11.4%) Shares 8,346 (-1.4%) Est. Cost $298.98 Unrealized +9.1%
USB US BANCORP DEL 0.1%
Value ($000) $4,782 (+7.6%) Shares 88,059 (-3.2%) Est. Cost $36.95 Unrealized +31.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $6,773 (-4.7%) Shares 13,878 (-2.5%) Est. Cost $440.35 Unrealized +8.1%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $988 (-25.1%) Shares 4,712 (-1.7%) Est. Cost $283.55 Unrealized -20.7%
PFE PFIZER INC 0.1%
Value ($000) $4,130 (-7.4%) Shares 165,274 (-5.6%) Est. Cost $28.54 Unrealized -12.3%
CTVA CORTEVA INC 0.0%
Value ($000) $2,071 (-13.8%) Shares 30,746 (-13.4%) Est. Cost $55.08 Unrealized +17.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $921 (-26.4%) Shares 19,725 (-20.5%) Est. Cost $62.56 Unrealized -24.1%
USFR WISDOMTREE TR 0.0%
Value ($000) $819 (-28.7%) Shares 16,279 (-28.7%) Est. Cost $50.32 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,320 (-19.7%) Shares 32,291 (-3.7%) Est. Cost $34.28 Unrealized +22.6%
SGOL ETFS GOLD TR 0.1%
Value ($000) $5,988 (+5.7%) Shares 144,752 (-5.9%) Est. Cost $26.45 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $14,109 (+2.3%) Shares 45,253 (-1.1%) Est. Cost $158.26 Unrealized +90.1%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $6,298 (-4.8%) Shares 1,158 (-5.5%) Est. Cost $3628.73 Unrealized +41.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2,213 (-12.5%) Shares 9,965 (-11.1%) Est. Cost $169.14 Unrealized +44.3%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $21,257 (+1.5%) Shares 353,401 (-1.8%) Est. Cost $44.80 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1,789 (-14.9%) Shares 49,097 (-20.3%) Est. Cost $49.04 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $53,531 (-0.6%) Shares 165,515 (-3.0%) Est. Cost $173.32 Unrealized +78.6%
SYY SYSCO CORP 0.0%
Value ($000) $1,395 (-18.2%) Shares 18,799 (-9.3%) Est. Cost $70.04 Unrealized +7.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $380 (-45.0%) Shares 5,899 (-34.3%) Est. Cost $86.15 Unrealized -19.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $982 (-24.0%) Shares 6,666 (-7.8%) Est. Cost $111.04 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $7,774 (+4.1%) Shares 95,138 (-7.3%) Est. Cost $40.59 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $224 (-57.5%) Shares 2,525 (-66.8%) Est. Cost $51.76 Unrealized +54.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $12,330 (-2.4%) Shares 107,415 (-2.6%) Est. Cost $100.70 Unrealized +8.8%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $2,863 (-9.5%) Shares 61,144 (-9.5%) Est. Cost $34.51 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1,770 (+20.2%) Shares 10,740 (-1.2%) Est. Cost $147.59 Unrealized +1.5%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $529 (-35.8%) Shares 2,025 (-29.0%) Est. Cost $274.33 Unrealized +1.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $3,042 (-8.8%) Shares 16,071 (-9.6%) Est. Cost $147.24 Unrealized +22.2%
HUM HUMANA INC 0.0%
Value ($000) $1,396 (-17.3%) Shares 5,388 (-16.6%) Est. Cost $306.94 Unrealized -14.9%
GUGGENHEIM STRATEGIC 0.0%
Value ($000) $746 (-28.1%) Shares 57,067 (-17.7%) Est. Cost $13.53 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $817 (-26.2%) Shares 3,632 (-17.5%) Est. Cost $255.55 Unrealized -11.8%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $513 (-36.0%) Shares 3,752 (-35.3%) Est. Cost $120.11 Unrealized +13.0%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $15,827 (+1.8%) Shares 481,355 (-1.2%) Est. Cost $30.24 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $1,062 (-21.1%) Shares 5,335 (-11.9%) Est. Cost $215.56 Unrealized +0.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1,132 (-19.9%) Shares 64,931 (-15.8%) Est. Cost $26.37 Unrealized -33.1%
IGIB ISHARES TR 0.0%
Value ($000) $685 (-29.0%) Shares 12,682 (-29.0%) Est. Cost $51.73 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $1,975 (-12.3%) Shares 74,147 (-11.3%) Est. Cost $29.86 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $910 (-23.3%) Shares 56,236 (-9.3%) Est. Cost $17.43 Unrealized +0.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $2,064 (-11.7%) Shares 4,174 (-12.3%) Est. Cost $375.71 Unrealized +26.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2,317 (-10.6%) Shares 12,367 (-3.8%) Est. Cost $200.50 Unrealized -7.0%
ACM AECOM 0.0%
Value ($000) $280 (-49.4%) Shares 2,887 (-31.9%) Est. Cost $96.84 Unrealized +21.1%
IVE ISHARES TR 0.3%
Value ($000) $21,587 (+1.3%) Shares 101,080 (-2.1%) Est. Cost $172.57 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $212 (-56.2%) Shares 3,655 (-57.4%) Est. Cost $56.54 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $6,787 (-3.9%) Shares 93,299 (-10.8%) Est. Cost $58.54 Unrealized
KR KROGER CO 0.0%
Value ($000) $2,765 (-8.9%) Shares 44,105 (-2.0%) Est. Cost $54.55 Unrealized +19.6%
COHEN & STEERS LTD DURATION 0.0%
Value ($000) $424 (-38.8%) Shares 19,997 (-37.5%) Est. Cost $20.26 Unrealized
EWS ISHARES INC 0.0%
Value ($000) $267 (-50.0%) Shares 9,625 (-48.9%) Est. Cost $21.12 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $314 (-45.9%) Shares 3,072 (-45.5%) Est. Cost $108.26 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $529 (-33.3%) Shares 9,599 (-19.7%) Est. Cost $51.33 Unrealized +18.9%
OC OWENS CORNING NEW 0.0%
Value ($000) $247 (-51.7%) Shares 2,181 (-39.6%) Est. Cost $159.25 Unrealized -26.3%
ZBRA ZEBRA TECHNOLOGIES 0.0%
Value ($000) $204 (-56.3%) Shares 826 (-47.4%) Est. Cost $265.74 Unrealized +0.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1,271 (-17.1%) Shares 2,825 (-8.1%) Est. Cost $523.49 Unrealized -11.7%
ARKK ARK ETF TR 0.0%
Value ($000) $343 (-43.3%) Shares 4,407 (-37.1%) Est. Cost $44.45 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1,602 (+19.0%) Shares 23,108 (-2.6%) Est. Cost $49.18 Unrealized +27.0%
KBWD INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $334 (-42.9%) Shares 24,436 (-43.4%) Est. Cost $15.79 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $376 (-40.0%) Shares 32,945 (-32.3%) Est. Cost $14.73 Unrealized -20.3%
IEUR ISHARES TR 0.0%
Value ($000) $1,817 (-12.1%) Shares 25,495 (-16.0%) Est. Cost $52.41 Unrealized
NTES NETEASE INC 0.0%
Value ($000) $742 (-25.2%) Shares 5,282 (-19.0%) Est. Cost $134.58 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $458 (-34.6%) Shares 2,592 (-36.1%) Est. Cost $143.03 Unrealized +25.6%
EFV ISHARES TR 0.1%
Value ($000) $8,901 (-2.6%) Shares 124,182 (-7.9%) Est. Cost $48.95 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $1,023 (-18.8%) Shares 2,575 (-6.8%) Est. Cost $197.64 Unrealized +123.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,135 (-17.3%) Shares 19,212 (-6.2%) Est. Cost $66.60 Unrealized -2.6%
CF CF INDS HLDGS INC 0.0%
Value ($000) $463 (-33.9%) Shares 6,018 (-22.9%) Est. Cost $78.61 Unrealized +4.2%
EQIX EQUINIX INC 0.0%
Value ($000) $1,270 (-15.6%) Shares 1,650 (-14.1%) Est. Cost $734.85 Unrealized +6.3%
CELC CELCUITY INC 0.0%
Value ($000) $483 (+94.3%) Shares 4,830 (-3.9%) Est. Cost $40.03 Unrealized +105.4%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $632 (-26.8%) Shares 27,040 (-30.1%) Est. Cost $20.77 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,325 (-14.8%) Shares 54,236 (-9.2%) Est. Cost $31.90 Unrealized -22.8%
AMRZ AMRIZE LTD 0.0%
Value ($000) $657 (-25.7%) Shares 11,949 (-34.4%) Est. Cost $50.84 Unrealized +0.4%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $407 (-35.6%) Shares 20,352 (-19.9%) Est. Cost $26.13 Unrealized -18.6%
MAS MASCO CORP 0.0%
Value ($000) $746 (-22.9%) Shares 11,627 (-15.4%) Est. Cost $68.96 Unrealized -6.1%
SATS ECHOSTAR CORP 0.0%
Value ($000) $290 (-43.1%) Shares 2,660 (-60.2%) Est. Cost $45.28 Unrealized +79.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $13,967 (-1.5%) Shares 24,189 (-3.0%) Est. Cost $445.57 Unrealized +25.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1,400 (-13.5%) Shares 18,866 (-5.3%) Est. Cost $54.45 Unrealized +43.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $4,899 (-4.3%) Shares 41,922 (-10.7%) Est. Cost $55.79 Unrealized +98.1%
IXUS ISHARES TR 0.2%
Value ($000) $15,569 (-1.4%) Shares 183,226 (-4.2%) Est. Cost $65.70 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $448 (-32.5%) Shares 15,801 (-21.2%) Est. Cost $26.82 Unrealized +9.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $3,929 (-5.2%) Shares 44,034 (-2.8%) Est. Cost $87.90 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $5,600 (+4.0%) Shares 45,464 (-6.3%) Est. Cost $67.70 Unrealized +78.5%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $651 (-24.6%) Shares 28,748 (-25.0%) Est. Cost $23.65 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $880 (-19.4%) Shares 5,217 (-18.4%) Est. Cost $136.56 Unrealized +26.2%
MDB MONGODB INC 0.0%
Value ($000) $879 (+31.7%) Shares 2,086 (-2.9%) Est. Cost $266.76 Unrealized +36.4%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $637 (+49.1%) Shares 41,417 (-3.7%) Est. Cost $10.93 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $1,169 (-15.2%) Shares 9,008 (-6.9%) Est. Cost $103.95 Unrealized +29.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2,546 (-7.6%) Shares 4,430 (-2.0%) Est. Cost $452.73 Unrealized +27.9%
FTDR FRONTDOOR INC 0.0%
Value ($000) $977 (-17.6%) Shares 16,744 (-4.9%) Est. Cost $36.89 Unrealized +59.4%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $506 (-29.1%) Shares 889 (-35.9%) Est. Cost $300.23 Unrealized +89.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $5,816 (+3.7%) Shares 14,592 (-7.5%) Est. Cost $205.53 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $925 (+28.7%) Shares 13,126 (-12.5%) Est. Cost $33.16 Unrealized +72.9%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1,355 (-13.2%) Shares 29,407 (-8.2%) Est. Cost $32.26 Unrealized +46.7%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $151 (-57.6%) Shares 37,177 (-11.5%) Est. Cost $15.32 Unrealized -63.7%
IYW ISHARES TR 0.0%
Value ($000) $3,253 (-5.9%) Shares 16,145 (-8.5%) Est. Cost $99.03 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $460 (-30.7%) Shares 5,264 (-27.3%) Est. Cost $90.18 Unrealized -3.2%
CERT CERTARA INC 0.0%
Value ($000) $266 (-43.3%) Shares 30,024 (-21.8%) Est. Cost $14.27 Unrealized -27.8%
EMB ISHARES TR 0.0%
Value ($000) $954 (-17.6%) Shares 9,890 (-18.7%) Est. Cost $86.39 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES 0.0%
Value ($000) $2,613 (+8.4%) Shares 31,357 (-2.3%) Est. Cost $81.12 Unrealized -4.0%
NNN NNN REIT INC 0.0%
Value ($000) $242 (-45.5%) Shares 6,076 (-41.8%) Est. Cost $43.07 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $1,561 (-11.4%) Shares 18,839 (-11.3%) Est. Cost $82.38 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $2,527 (+8.6%) Shares 5,340 (-2.2%) Est. Cost $325.66 Unrealized +42.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $3,705 (-5.1%) Shares 56,630 (-2.2%) Est. Cost $37.92 Unrealized +76.3%
VRSN VERISIGN INC 0.0%
Value ($000) $394 (-33.5%) Shares 1,602 (-24.4%) Est. Cost $207.33 Unrealized +21.0%
MCO MOODYS CORP 0.0%
Value ($000) $2,294 (-8.0%) Shares 4,448 (-15.0%) Est. Cost $431.93 Unrealized +12.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $2,053 (-8.8%) Shares 34,759 (-5.5%) Est. Cost $47.71 Unrealized +25.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $5,884 (-3.2%) Shares 62,530 (-2.7%) Est. Cost $106.37 Unrealized -15.4%
IUSB ISHARES TR 0.0%
Value ($000) $358 (-35.2%) Shares 7,669 (-35.1%) Est. Cost $46.71 Unrealized
JBI JANUS INTERNATIONAL GROUP 0.0%
Value ($000) $365 (-34.7%) Shares 55,338 (-2.2%) Est. Cost $11.45 Unrealized -31.9%
GNTX GENTEX CORP 0.0%
Value ($000) $566 (-25.3%) Shares 24,041 (-10.3%) Est. Cost $28.66 Unrealized -15.9%
TSLA TESLA INC 0.5%
Value ($000) $37,399 (-0.5%) Shares 82,299 (-2.6%) Est. Cost $195.85 Unrealized +126.3%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $492 (-27.8%) Shares 2,944 (-5.1%) Est. Cost $147.60 Unrealized +22.5%
CNH CNH INDL N V 0.0%
Value ($000) $724 (-20.4%) Shares 77,567 (-7.6%) Est. Cost $11.28 Unrealized -11.5%
LEN LENNAR CORP 0.0%
Value ($000) $723 (-20.4%) Shares 6,960 (-3.4%) Est. Cost $151.70 Unrealized -20.4%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $229 (-44.7%) Shares 6,734 (-45.7%) Est. Cost $34.59 Unrealized -2.2%
SABA CAPITAL INCOME & 0.0%
Value ($000) $1,059 (-14.8%) Shares 126,366 (-7.3%) Est. Cost $8.45 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $731 (-20.0%) Shares 3,561 (-22.9%) Est. Cost $155.56 Unrealized +24.0%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $1,008 (-15.2%) Shares 44,576 (-17.6%) Est. Cost $21.63 Unrealized -0.3%
LQD ISHARES TR 0.0%
Value ($000) $977 (-15.6%) Shares 8,824 (-14.9%) Est. Cost $108.28 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1,550 (-10.3%) Shares 14,673 (-4.9%) Est. Cost $119.32 Unrealized -10.1%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $377 (-31.9%) Shares 3,619 (-35.3%) Est. Cost $86.10 Unrealized
AON AON PLC 0.0%
Value ($000) $2,714 (-6.1%) Shares 7,614 (-6.1%) Est. Cost $309.39 Unrealized +12.9%
NVS NOVARTIS AG 0.1%
Value ($000) $4,609 (+4.0%) Shares 33,223 (-3.9%) Est. Cost $109.52 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $741 (-19.1%) Shares 7,177 (-21.7%) Est. Cost $84.57 Unrealized
BCO BRINKS CO 0.0%
Value ($000) $810 (-17.8%) Shares 6,845 (-18.8%) Est. Cost $100.87 Unrealized +13.1%
ALLE ALLEGION PLC 0.0%
Value ($000) $258 (-40.0%) Shares 1,590 (-34.3%) Est. Cost $137.85 Unrealized +20.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $122 (-58.5%) Shares 31,991 (-2.9%) Est. Cost $9.15 Unrealized -33.0%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $644 (+36.3%) Shares 13,192 (-4.6%) Est. Cost $34.91 Unrealized +26.2%
RELX RELX PLC 0.0%
Value ($000) $860 (-16.5%) Shares 20,926 (-3.0%) Est. Cost $46.39 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $256 (-39.5%) Shares 1,370 (-41.3%) Est. Cost $169.36 Unrealized
SNPE DBX ETF TR 0.1%
Value ($000) $6,862 (-2.4%) Shares 109,105 (-6.8%) Est. Cost $48.69 Unrealized
EWA ISHARES INC 0.0%
Value ($000) $394 (-29.4%) Shares 14,925 (-27.9%) Est. Cost $23.37 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $3,900 (+4.4%) Shares 29,925 (-7.1%) Est. Cost $81.55 Unrealized +45.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1,987 (+9.0%) Shares 3,274 (-1.8%) Est. Cost $464.55 Unrealized +18.3%
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $485 (-25.1%) Shares 10,415 (-18.0%) Est. Cost $44.39 Unrealized +4.2%
ENS ENERSYS 0.0%
Value ($000) $740 (+27.7%) Shares 4,990 (-2.7%) Est. Cost $96.54 Unrealized +38.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $397 (-28.7%) Shares 3,202 (-19.8%) Est. Cost $137.61 Unrealized -6.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1,683 (+10.4%) Shares 46,060 (-5.9%) Est. Cost $25.00 Unrealized +35.7%
CVNA CARVANA CO 0.0%
Value ($000) $678 (-18.8%) Shares 1,579 (-28.7%) Est. Cost $286.99 Unrealized +29.5%
CNMD CONMED CORP 0.0%
Value ($000) $416 (-27.4%) Shares 10,121 (-16.6%) Est. Cost $62.37 Unrealized -30.3%
RMD RESMED INC 0.0%
Value ($000) $1,031 (-13.2%) Shares 4,241 (-2.2%) Est. Cost $207.58 Unrealized +23.1%
MNDY MONDAY COM LTD 0.0%
Value ($000) $414 (-27.4%) Shares 2,846 (-3.3%) Est. Cost $214.52 Unrealized -21.5%
SM SM ENERGY CO 0.0%
Value ($000) $365 (-30.0%) Shares 19,421 (-6.9%) Est. Cost $42.58 Unrealized -53.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $341 (-31.3%) Shares 2,127 (-10.9%) Est. Cost $205.37 Unrealized -13.9%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $25,257 (+0.6%) Shares 358,655 (-2.2%) Est. Cost $58.40 Unrealized
BR BROADRIDGE FINL SOLUTIONS 0.0%
Value ($000) $855 (-15.1%) Shares 3,794 (-9.9%) Est. Cost $194.69 Unrealized +16.7%
REM ISHARES TR 0.0%
Value ($000) $932 (-14.0%) Shares 42,044 (-14.7%) Est. Cost $23.59 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $4,621 (-3.1%) Shares 51,318 (-4.3%) Est. Cost $82.74 Unrealized
SPGP INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $294 (-33.6%) Shares 2,557 (-34.3%) Est. Cost $102.37 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1,112 (-11.7%) Shares 6,933 (-10.9%) Est. Cost $83.17 Unrealized +98.7%
AMCOR PLC 0.0%
Value ($000) $956 (-13.4%) Shares 113,941 (-15.6%) Est. Cost $8.99 Unrealized -8.2%
MTB M & T BK CORP 0.0%
Value ($000) $680 (-17.8%) Shares 3,317 (-20.8%) Est. Cost $149.16 Unrealized +27.4%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $267 (-35.5%) Shares 1,426 (-28.8%) Est. Cost $173.26 Unrealized +11.6%
EPR EPR PPTYS 0.0%
Value ($000) $448 (-24.5%) Shares 8,855 (-12.9%) Est. Cost $49.74 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $262 (-35.6%) Shares 8,888 (-21.5%) Est. Cost $40.51 Unrealized -20.8%
BYD BOYD GAMING CORP 0.0%
Value ($000) $3,014 (-4.6%) Shares 35,109 (-3.7%) Est. Cost $59.75 Unrealized +37.7%
IWP ISHARES TR 0.0%
Value ($000) $3,434 (-4.0%) Shares 24,793 (-1.3%) Est. Cost $102.64 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $49,672 (+0.3%) Shares 515,056 (-2.9%) Est. Cost $76.59 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $365 (-27.8%) Shares 866 (-26.2%) Est. Cost $481.01 Unrealized -13.6%
KTOS KRATOS DEFENSE & SEC 0.0%
Value ($000) $295 (-32.3%) Shares 3,882 (-18.6%) Est. Cost $64.04 Unrealized +27.8%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $6,733 (+2.1%) Shares 32,400 (-3.6%) Est. Cost $60.68 Unrealized +228.0%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $347 (-28.3%) Shares 5,715 (-1.4%) Est. Cost $80.40 Unrealized -12.3%
PFF ISHARES TR 0.0%
Value ($000) $749 (-15.4%) Shares 24,121 (-13.9%) Est. Cost $31.15 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value ($000) $460 (-22.7%) Shares 32,839 (-21.8%) Est. Cost $14.17 Unrealized
LCII LCI INDS 0.0%
Value ($000) $580 (+30.1%) Shares 4,723 (-1.4%) Est. Cost $101.50 Unrealized +4.2%
YETI YETI HLDGS INC 0.0%
Value ($000) $784 (+20.6%) Shares 17,684 (-9.7%) Est. Cost $38.83 Unrealized -1.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,899 (-6.5%) Shares 11,518 (-3.4%) Est. Cost $137.77 Unrealized +22.5%
TSN TYSON FOODS INC 0.0%
Value ($000) $1,526 (-8.0%) Shares 25,779 (-15.5%) Est. Cost $52.22 Unrealized +4.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $2,054 (+6.8%) Shares 15,813 (-5.8%) Est. Cost $107.05 Unrealized +15.7%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $389 (-25.0%) Shares 8,631 (-22.4%) Est. Cost $46.55 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS 0.0%
Value ($000) $2,441 (-5.0%) Shares 8,716 (-19.7%) Est. Cost $105.52 Unrealized +145.4%
AVT AVNET INC 0.0%
Value ($000) $247 (-34.4%) Shares 5,042 (-29.9%) Est. Cost $49.63 Unrealized -1.5%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $257 (-33.3%) Shares 2,468 (-1.0%) Est. Cost $80.73 Unrealized +41.8%
FTNT FORTINET INC 0.0%
Value ($000) $1,235 (-9.3%) Shares 15,372 (-5.1%) Est. Cost $64.51 Unrealized +28.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $957 (-11.7%) Shares 11,025 (-14.5%) Est. Cost $73.92 Unrealized +18.3%
PAVE GLOBAL X FDS 0.0%
Value ($000) $726 (-14.9%) Shares 15,027 (-16.1%) Est. Cost $31.66 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $1,025 (-11.0%) Shares 20,469 (-8.9%) Est. Cost $49.60 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $626 (-16.7%) Shares 9,684 (-17.3%) Est. Cost $81.13 Unrealized -24.4%
ITA ISHARES TR 0.0%
Value ($000) $1,451 (-7.9%) Shares 6,707 (-10.9%) Est. Cost $127.45 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $234 (-34.3%) Shares 1,794 (-34.4%) Est. Cost $93.49 Unrealized +35.4%
AN AUTONATION INC 0.0%
Value ($000) $483 (-20.2%) Shares 2,306 (-16.5%) Est. Cost $184.32 Unrealized +12.9%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $499 (-19.6%) Shares 41,049 (-22.1%) Est. Cost $11.62 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $1,570 (-7.2%) Shares 18,026 (-3.0%) Est. Cost $53.40 Unrealized +61.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $891 (-11.9%) Shares 15,324 (-9.6%) Est. Cost $56.16 Unrealized +5.9%
APTV APTIV PLC 0.0%
Value ($000) $806 (-12.8%) Shares 10,480 (-2.3%) Est. Cost $63.72 Unrealized +26.0%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $228 (-34.0%) Shares 2,323 (-29.8%) Est. Cost $94.22 Unrealized
ABRDN GLOBAL DYNAMIC 0.0%
Value ($000) $396 (-22.8%) Shares 33,547 (-12.9%) Est. Cost $9.40 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $437 (-21.0%) Shares 6,785 (-5.1%) Est. Cost $91.13 Unrealized -22.5%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $304 (-27.6%) Shares 1,641 (-23.7%) Est. Cost $186.77 Unrealized -3.7%
TLK P T TELEKOMUNIKASI 0.0%
Value ($000) $582 (-16.6%) Shares 27,644 (-25.4%) Est. Cost $18.69 Unrealized
GTES GATES INDL CORP PLC 0.0%
Value ($000) $473 (-19.7%) Shares 21,667 (-8.6%) Est. Cost $19.01 Unrealized +21.4%
HAS HASBRO INC 0.0%
Value ($000) $1,734 (+7.0%) Shares 20,970 (-1.8%) Est. Cost $60.74 Unrealized +28.5%
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $932 (+13.9%) Shares 13,230 (-6.8%) Est. Cost $17.47 Unrealized +273.7%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $268 (-29.8%) Shares 6,419 (-22.4%) Est. Cost $51.80 Unrealized -22.6%
VIRTUS DIVIDEND INTEREST & 0.0%
Value ($000) $1,026 (-10.0%) Shares 79,251 (-9.5%) Est. Cost $12.31 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $1,958 (-5.4%) Shares 40,163 (-8.4%) Est. Cost $51.25 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $664 (-14.3%) Shares 6,404 (-13.1%) Est. Cost $116.08 Unrealized -13.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $356 (-23.7%) Shares 5,195 (-25.5%) Est. Cost $74.92 Unrealized -12.0%
KVUE KENVUE INC 0.0%
Value ($000) $405 (-21.4%) Shares 23,401 (-26.4%) Est. Cost $19.18 Unrealized -15.2%
GMAB GENMAB A/S 0.0%
Value ($000) $791 (-12.2%) Shares 25,105 (-14.5%) Est. Cost $24.81 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $969 (+12.8%) Shares 13,154 (-3.5%) Est. Cost $34.65 Unrealized +88.6%
UGI UGI CORP NEW 0.0%
Value ($000) $1,155 (+10.5%) Shares 30,348 (-2.2%) Est. Cost $27.83 Unrealized +27.2%
FN FABRINET 0.0%
Value ($000) $782 (+16.3%) Shares 1,692 (-8.2%) Est. Cost $222.82 Unrealized +95.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $275 (-28.3%) Shares 5,457 (-4.5%) Est. Cost $62.91 Unrealized +0.8%
DT DYNATRACE INC 0.0%
Value ($000) $329 (-24.7%) Shares 7,458 (-17.3%) Est. Cost $48.38 Unrealized -3.6%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $1,230 (-8.0%) Shares 25,620 (-7.6%) Est. Cost $47.64 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $229 (-31.8%) Shares 18,006 (-32.2%) Est. Cost $12.69 Unrealized
MMS MAXIMUS INC 0.0%
Value ($000) $538 (-16.5%) Shares 6,188 (-12.2%) Est. Cost $75.65 Unrealized +13.0%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $445 (-19.2%) Shares 2,079 (-23.8%) Est. Cost $126.92 Unrealized +52.7%
CE CELANESE CORP DEL 0.0%
Value ($000) $671 (-13.6%) Shares 15,668 (-15.0%) Est. Cost $91.84 Unrealized -55.6%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $289 (-26.7%) Shares 722 (-19.8%) Est. Cost $324.00 Unrealized +26.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3,390 (-3.0%) Shares 28,031 (-11.5%) Est. Cost $67.05 Unrealized +71.2%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $322 (-24.5%) Shares 1,841 (-11.5%) Est. Cost $192.22 Unrealized -4.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $564 (-15.6%) Shares 12,957 (-1.0%) Est. Cost $38.69 Unrealized +20.0%
NIO NIO INC 0.0%
Value ($000) $72 (-59.1%) Shares 13,131 (-43.4%) Est. Cost $9.68 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $735 (-12.3%) Shares 1,629 (-6.2%) Est. Cost $394.80 Unrealized
FOX FOX CORP 0.0%
Value ($000) $244 (-29.7%) Shares 3,733 (-38.5%) Est. Cost $34.18 Unrealized +70.8%
CCJ CAMECO CORP 0.0%
Value ($000) $614 (-14.3%) Shares 6,721 (-21.3%) Est. Cost $53.69 Unrealized +67.5%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $922 (-10.0%) Shares 14,750 (-14.7%) Est. Cost $55.28 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $743 (+15.9%) Shares 16,801 (-14.2%) Est. Cost $25.15 Unrealized +48.8%
ALKS ALKERMES PLC 0.0%
Value ($000) $706 (-12.6%) Shares 25,403 (-5.7%) Est. Cost $26.21 Unrealized +14.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $4,644 (+2.2%) Shares 17,202 (-6.6%) Est. Cost $307.45 Unrealized -17.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $4,099 (-2.4%) Shares 13,970 (-7.1%) Est. Cost $192.85 Unrealized +45.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,051 (-8.8%) Shares 9,904 (-1.5%) Est. Cost $82.12 Unrealized +34.3%
MMM 3M CO 0.1%
Value ($000) $10,718 (+0.9%) Shares 66,504 (-2.8%) Est. Cost $106.71 Unrealized +52.9%
SUI SUN CMNTYS INC 0.0%
Value ($000) $590 (-14.3%) Shares 4,700 (-11.0%) Est. Cost $125.49 Unrealized
SR SPIRE INC 0.0%
Value ($000) $640 (-13.3%) Shares 7,701 (-14.0%) Est. Cost $71.35 Unrealized
PIMCO CORPORATE & INCOME 0.0%
Value ($000) $235 (-29.4%) Shares 17,995 (-21.4%) Est. Cost $13.53 Unrealized
VRRM VERRA MOBILITY CORP 0.0%
Value ($000) $582 (-14.0%) Shares 25,783 (-5.9%) Est. Cost $25.84 Unrealized -11.6%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $757 (+14.3%) Shares 364 (-8.1%) Est. Cost $1783.90 Unrealized +9.6%
AVTR AVANTOR INC 0.0%
Value ($000) $409 (-18.8%) Shares 35,647 (-11.6%) Est. Cost $22.12 Unrealized -44.4%
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $398 (-19.1%) Shares 16,537 (-25.1%) Est. Cost $22.30 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $840 (-10.0%) Shares 2,909 (-4.2%) Est. Cost $237.85 Unrealized +23.2%
SPLV INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $807 (-10.3%) Shares 11,222 (-8.4%) Est. Cost $63.11 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,684 (-5.2%) Shares 15,287 (-4.2%) Est. Cost $109.30 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $345 (-21.0%) Shares 6,411 (-24.7%) Est. Cost $50.93 Unrealized -0.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $510 (+21.9%) Shares 26,036 (-8.6%) Est. Cost $12.19 Unrealized +30.2%
KRC KILROY RLTY CORP 0.0%
Value ($000) $593 (-13.4%) Shares 15,539 (-2.9%) Est. Cost $35.88 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $619 (+17.3%) Shares 4,554 (-10.7%) Est. Cost $102.90 Unrealized +8.4%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $894 (-9.2%) Shares 18,585 (-16.0%) Est. Cost $40.48 Unrealized +15.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1,325 (-6.4%) Shares 15,050 (-2.8%) Est. Cost $89.20 Unrealized +0.1%
PD PAGERDUTY INC 0.0%
Value ($000) $320 (-22.1%) Shares 23,956 (-3.7%) Est. Cost $19.77 Unrealized -26.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $522 (-14.8%) Shares 10,548 (-12.8%) Est. Cost $48.03 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $1,036 (+9.5%) Shares 18,513 (-4.1%) Est. Cost $55.32 Unrealized -6.2%
EWJ ISHARES INC 0.0%
Value ($000) $1,365 (-6.2%) Shares 16,850 (-7.0%) Est. Cost $71.83 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $3,039 (-2.8%) Shares 28,698 (-5.3%) Est. Cost $57.11 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $205 (-30.0%) Shares 2,551 (-18.2%) Est. Cost $92.62 Unrealized -6.5%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $723 (-10.8%) Shares 3,056 (-7.8%) Est. Cost $229.09 Unrealized +3.2%
CBT CABOT CORP 0.0%
Value ($000) $343 (-20.2%) Shares 5,167 (-8.6%) Est. Cost $77.17 Unrealized -14.1%
IXC ISHARES TR 0.0%
Value ($000) $289 (-23.1%) Shares 6,852 (-23.8%) Est. Cost $39.11 Unrealized
LYV LIVE NATION ENTERTAINMENT 0.0%
Value ($000) $352 (-19.8%) Shares 2,440 (-9.1%) Est. Cost $107.27 Unrealized +34.0%
BAP CREDICORP LTD 0.0%
Value ($000) $1,052 (-7.6%) Shares 3,626 (-15.2%) Est. Cost $166.80 Unrealized +58.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $448 (+23.9%) Shares 2,218 (-4.0%) Est. Cost $164.33 Unrealized +10.4%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $760 (-10.1%) Shares 15,790 (-1.4%) Est. Cost $47.40 Unrealized +2.4%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $716 (-10.6%) Shares 18,487 (-9.3%) Est. Cost $28.87 Unrealized +29.9%
COHR COHERENT CORP 0.0%
Value ($000) $310 (+37.1%) Shares 1,660 (-21.0%) Est. Cost $99.69 Unrealized +50.0%
STE STERIS PLC 0.0%
Value ($000) $578 (-12.6%) Shares 2,263 (-15.3%) Est. Cost $213.88 Unrealized +17.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $346 (-19.3%) Shares 4,886 (-12.6%) Est. Cost $55.02 Unrealized +32.2%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $274 (-23.0%) Shares 10,009 (-26.1%) Est. Cost $37.34 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value ($000) $617 (-11.6%) Shares 6,511 (-2.8%) Est. Cost $54.33 Unrealized +81.1%
BP BP PLC 0.0%
Value ($000) $1,608 (-4.8%) Shares 46,267 (-5.6%) Est. Cost $35.48 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $477 (-14.5%) Shares 20,352 (-14.1%) Est. Cost $22.70 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $327 (-19.7%) Shares 3,228 (-15.5%) Est. Cost $96.45 Unrealized +4.7%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $4,946 (-1.6%) Shares 110,899 (-5.6%) Est. Cost $35.93 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $257 (-23.6%) Shares 3,797 (-17.2%) Est. Cost $67.33 Unrealized +0.2%
APG API GROUP CORP 0.0%
Value ($000) $3,860 (+2.1%) Shares 99,343 (-9.7%) Est. Cost $21.42 Unrealized +72.6%
WELL WELLTOWER INC 0.0%
Value ($000) $2,518 (-3.0%) Shares 13,392 (-8.1%) Est. Cost $101.90 Unrealized +83.0%
AEG AEGON LTD 0.0%
Value ($000) $442 (-15.1%) Shares 56,824 (-12.7%) Est. Cost $6.26 Unrealized
IART INTEGRA LIFESCIENCES HLDGS 0.0%
Value ($000) $349 (-18.3%) Shares 27,562 (-7.7%) Est. Cost $13.70 Unrealized -2.9%
CM CANADIAN IMPERIAL BANK OF 0.0%
Value ($000) $211 (-26.9%) Shares 2,312 (-35.6%) Est. Cost $54.05 Unrealized +58.8%
FIVE FIVE BELOW INC 0.0%
Value ($000) $730 (+11.8%) Shares 3,872 (-8.3%) Est. Cost $107.60 Unrealized +51.1%
BIIB BIOGEN INC 0.0%
Value ($000) $419 (+22.5%) Shares 2,377 (-2.7%) Est. Cost $127.95 Unrealized +27.7%
EWY ISHARES INC 0.0%
Value ($000) $452 (+20.3%) Shares 4,584 (-2.3%) Est. Cost $80.10 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $6,606 (-1.1%) Shares 61,460 (-1.2%) Est. Cost $104.30 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,464 (+5.4%) Shares 16,980 (-4.9%) Est. Cost $85.95 Unrealized -4.5%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $752 (-9.0%) Shares 4,146 (-2.0%) Est. Cost $150.40 Unrealized +24.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $505 (-12.8%) Shares 10,912 (-1.4%) Est. Cost $49.85 Unrealized +2.9%
WKC WORLD KINECT CORPORATION 0.0%
Value ($000) $330 (-18.2%) Shares 13,959 (-9.5%) Est. Cost $25.34 Unrealized -2.7%
XYL XYLEM INC 0.0%
Value ($000) $629 (-10.4%) Shares 4,572 (-4.1%) Est. Cost $131.45 Unrealized +9.2%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1,048 (+7.4%) Shares 13,070 (-2.2%) Est. Cost $60.67 Unrealized +26.2%
FIVN FIVE9 INC 0.0%
Value ($000) $283 (-20.2%) Shares 14,138 (-3.4%) Est. Cost $32.88 Unrealized -35.4%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $304 (-18.9%) Shares 1,986 (-15.6%) Est. Cost $165.44 Unrealized -10.1%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $306 (-18.8%) Shares 994 (-10.4%) Est. Cost $283.87 Unrealized +21.4%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $116 (-37.8%) Shares 22,917 (-26.1%) Est. Cost $3.89 Unrealized +41.9%
NUVEEN PFD & INCOME 0.0%
Value ($000) $194 (-26.6%) Shares 23,723 (-25.8%) Est. Cost $7.31 Unrealized
SRE SEMPRA 0.0%
Value ($000) $1,709 (-3.9%) Shares 19,181 (-2.9%) Est. Cost $69.46 Unrealized +30.4%
CDW CDW CORP 0.0%
Value ($000) $346 (-16.7%) Shares 2,501 (-4.2%) Est. Cost $214.30 Unrealized -31.4%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $716 (-8.8%) Shares 6,133 (-14.3%) Est. Cost $82.63 Unrealized +30.0%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $236 (-22.7%) Shares 7,933 (-6.1%) Est. Cost $29.15 Unrealized +12.0%
FMX FOMENTO ECONOMICO MEXICANO 0.0%
Value ($000) $1,397 (-4.7%) Shares 13,882 (-6.6%) Est. Cost $108.06 Unrealized
BRZE BRAZE INC 0.0%
Value ($000) $437 (+18.7%) Shares 12,561 (-2.9%) Est. Cost $37.21 Unrealized -20.4%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $968 (-6.5%) Shares 5,943 (-8.4%) Est. Cost $172.02 Unrealized -8.8%
SAIC SCIENCE APPLICATIONS INTL 0.0%
Value ($000) $254 (-21.1%) Shares 2,474 (-23.5%) Est. Cost $111.74 Unrealized -14.5%
RRC RANGE RES CORP 0.0%
Value ($000) $263 (-20.4%) Shares 7,299 (-17.0%) Est. Cost $35.71 Unrealized +4.3%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $1,152 (-5.5%) Shares 7,994 (-20.6%) Est. Cost $100.27 Unrealized +32.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $361 (-15.3%) Shares 7,948 (-20.0%) Est. Cost $36.09 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $1,268 (+5.4%) Shares 45,142 (-2.1%) Est. Cost $18.40 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $236 (-21.7%) Shares 4,917 (-21.6%) Est. Cost $47.32 Unrealized
HERZFELD CREDIT INCOME FUND 0.0%
Value ($000) $1,110 (+6.2%) Shares 417,489 (-5.0%) Est. Cost $2.65 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $1,548 (-4.0%) Shares 7,367 (-1.5%) Est. Cost $157.86 Unrealized +29.3%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $361 (-15.2%) Shares 17,717 (-9.0%) Est. Cost $20.17 Unrealized +2.0%
CPRX CATALYST PHARMACEUTICALS 0.0%
Value ($000) $476 (+15.7%) Shares 20,443 (-2.2%) Est. Cost $20.57 Unrealized +8.3%
DY DYCOM INDS INC 0.0%
Value ($000) $948 (-6.3%) Shares 2,766 (-20.2%) Est. Cost $157.39 Unrealized +100.3%
ST SENSATA TECHNOLOGIES HLDG 0.0%
Value ($000) $1,179 (-5.1%) Shares 35,700 (-12.3%) Est. Cost $29.15 Unrealized +9.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $601 (-9.6%) Shares 8,540 (-5.9%) Est. Cost $58.96 Unrealized +23.0%
NUVEEN REAL ASSET INCOME & 0.0%
Value ($000) $446 (-12.5%) Shares 32,524 (-8.2%) Est. Cost $11.96 Unrealized
MATX MATSON INC 0.0%
Value ($000) $551 (+13.0%) Shares 4,433 (-10.4%) Est. Cost $112.28 Unrealized -4.7%
SOXX ISHARES TR 0.0%
Value ($000) $680 (+10.2%) Shares 2,231 (-2.0%) Est. Cost $302.05 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $3,131 (+2.0%) Shares 69,854 (-3.9%) Est. Cost $33.04 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $471 (+15.3%) Shares 6,544 (-4.7%) Est. Cost $51.17 Unrealized +27.3%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $290 (-17.6%) Shares 6,024 (-12.9%) Est. Cost $39.88 Unrealized +18.5%
AWI ARMSTRONG WORLD INDS INC 0.0%
Value ($000) $849 (-6.7%) Shares 4,414 (-4.9%) Est. Cost $141.20 Unrealized +35.1%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $294 (-17.0%) Shares 2,212 (-3.0%) Est. Cost $158.34 Unrealized -10.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $339 (-15.1%) Shares 4,202 (-13.0%) Est. Cost $91.88 Unrealized -14.1%
ORI OLD REP INTL CORP 0.0%
Value ($000) $1,924 (+3.2%) Shares 41,614 (-5.2%) Est. Cost $33.27 Unrealized +22.8%
TPR TAPESTRY INC 0.0%
Value ($000) $942 (+6.8%) Shares 7,271 (-6.7%) Est. Cost $48.19 Unrealized +136.6%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $411 (+17.0%) Shares 2,823 (-2.4%) Est. Cost $100.79 Unrealized +31.7%
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $387 (-13.3%) Shares 6,734 (-3.1%) Est. Cost $60.09 Unrealized -2.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $313 (-15.9%) Shares 5,301 (-22.8%) Est. Cost $81.75 Unrealized -33.4%
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $225 (-20.8%) Shares 2,786 (-23.1%) Est. Cost $74.25 Unrealized +7.9%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $657 (-8.1%) Shares 2,022 (-2.5%) Est. Cost $135.25 Unrealized +161.4%
KAYNE ANDERSON ENERGY 0.0%
Value ($000) $340 (-14.6%) Shares 27,604 (-14.2%) Est. Cost $10.47 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,503 (-3.6%) Shares 56,635 (-2.2%) Est. Cost $43.40 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $389 (-12.7%) Shares 914 (-19.8%) Est. Cost $329.94 Unrealized +29.9%
IYR ISHARES TR 0.0%
Value ($000) $261 (-17.8%) Shares 2,753 (-15.8%) Est. Cost $86.96 Unrealized
ABRDN TOTAL DYNAMIC 0.0%
Value ($000) $946 (-5.6%) Shares 94,766 (-10.5%) Est. Cost $8.39 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $257 (-17.9%) Shares 3,659 (-2.8%) Est. Cost $35.53 Unrealized +121.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $531 (-9.5%) Shares 16,218 (-7.8%) Est. Cost $25.99 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $10,510 (+0.5%) Shares 104,524 (-4.5%) Est. Cost $73.11 Unrealized +29.6%
NFRA FLEXSHARES TR 0.0%
Value ($000) $335 (-14.1%) Shares 5,515 (-11.0%) Est. Cost $54.47 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $930 (+6.2%) Shares 9,398 (-8.9%) Est. Cost $57.93 Unrealized +67.0%
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $564 (-8.8%) Shares 7,638 (-4.4%) Est. Cost $100.50 Unrealized -27.6%
HSY HERSHEY CO 0.0%
Value ($000) $370 (-12.8%) Shares 2,029 (-10.5%) Est. Cost $182.27 Unrealized -0.1%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $102 (-34.6%) Shares 16,384 (-5.6%) Est. Cost $4.27 Unrealized +65.0%
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $148 (-26.7%) Shares 12,864 (-27.2%) Est. Cost $11.40 Unrealized
DIOD DIODES INC 0.0%
Value ($000) $456 (-10.4%) Shares 9,145 (-4.4%) Est. Cost $68.88 Unrealized -26.5%
SUB ISHARES TR 0.0%
Value ($000) $2,518 (-2.0%) Shares 23,601 (-2.0%) Est. Cost $106.04 Unrealized
WCC WESCO INTL INC 0.0%
Value ($000) $1,004 (-4.9%) Shares 4,012 (-19.7%) Est. Cost $169.03 Unrealized +44.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,978 (-2.6%) Shares 24,031 (-27.8%) Est. Cost $43.61 Unrealized +61.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $558 (-8.4%) Shares 3,434 (-2.8%) Est. Cost $128.97 Unrealized +24.8%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $383 (-11.8%) Shares 20,966 (-16.9%) Est. Cost $15.25 Unrealized +11.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,611 (-3.1%) Shares 32,502 (-10.6%) Est. Cost $34.54 Unrealized +32.6%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $255 (-16.6%) Shares 5,107 (-8.9%) Est. Cost $46.33 Unrealized +8.0%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $305 (-14.2%) Shares 3,213 (-10.7%) Est. Cost $96.71 Unrealized -5.0%
FIS FIDELITY NATL INFORMATION 0.0%
Value ($000) $1,230 (-3.9%) Shares 18,311 (-5.7%) Est. Cost $71.91 Unrealized -8.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $2,015 (-2.4%) Shares 22,768 (-2.1%) Est. Cost $71.61 Unrealized +19.1%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $208 (-19.4%) Shares 3,075 (-12.7%) Est. Cost $66.43 Unrealized +1.3%
VAC MARRIOTT VACATIONS 0.0%
Value ($000) $291 (-14.6%) Shares 4,976 (-1.4%) Est. Cost $77.09 Unrealized -23.3%
TELFY TELEFONICA S A 0.0%
Value ($000) $119 (-29.5%) Shares 29,129 (-11.9%) Est. Cost $4.48 Unrealized
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $483 (-9.3%) Shares 15,218 (-3.0%) Est. Cost $37.47 Unrealized -13.2%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $247 (-16.3%) Shares 1,533 (-17.7%) Est. Cost $127.97 Unrealized +22.7%
ZD ZIFF DAVIS INC 0.0%
Value ($000) $537 (-8.2%) Shares 15,093 (-1.7%) Est. Cost $42.05 Unrealized -17.1%
NUVEEN MORTGAGE AND INCOME 0.0%
Value ($000) $195 (-19.6%) Shares 10,758 (-16.9%) Est. Cost $17.90 Unrealized
WAFD WAFD INC 0.0%
Value ($000) $216 (-18.0%) Shares 6,637 (-23.5%) Est. Cost $29.97 Unrealized +1.7%
FNB F N B CORP 0.0%
Value ($000) $2,090 (-2.2%) Shares 120,677 (-9.0%) Est. Cost $12.78 Unrealized +27.2%
SNA SNAP ON INC 0.0%
Value ($000) $2,654 (-1.7%) Shares 7,589 (-2.6%) Est. Cost $296.39 Unrealized +14.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $437 (-9.7%) Shares 10,150 (-2.9%) Est. Cost $35.62 Unrealized +25.2%
GSK GSK PLC 0.0%
Value ($000) $2,155 (-2.1%) Shares 43,717 (-13.5%) Est. Cost $38.32 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $234 (-16.3%) Shares 1,747 (-11.9%) Est. Cost $141.57 Unrealized -4.6%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $502 (-8.2%) Shares 1,902 (-6.0%) Est. Cost $253.37 Unrealized +1.1%
WPC WP CAREY INC 0.0%
Value ($000) $519 (-7.9%) Shares 7,952 (-3.5%) Est. Cost $59.10 Unrealized
PDM PIEDMONT REALTY TRUST INC 0.0%
Value ($000) $406 (-9.9%) Shares 48,551 (-3.1%) Est. Cost $7.19 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,483 (-2.9%) Shares 14,928 (-7.8%) Est. Cost $102.84 Unrealized -6.5%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $1,862 (+2.4%) Shares 14,463 (-2.6%) Est. Cost $116.69 Unrealized
HAYW HAYWARD HLDGS INC 0.0%
Value ($000) $408 (-9.7%) Shares 25,929 (-13.3%) Est. Cost $13.99 Unrealized +13.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2,198 (+2.0%) Shares 34,014 (-5.9%) Est. Cost $55.53 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $517 (-7.8%) Shares 3,670 (-8.2%) Est. Cost $127.06 Unrealized +14.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $875 (-4.7%) Shares 23,763 (-9.3%) Est. Cost $40.26 Unrealized -13.7%
OBDC BLUE OWL CAPITAL 0.0%
Value ($000) $890 (-4.6%) Shares 69,768 (-1.8%) Est. Cost $13.14 Unrealized -6.0%
PATH UIPATH INC 0.0%
Value ($000) $255 (-14.5%) Shares 15,303 (-31.4%) Est. Cost $12.41 Unrealized +25.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $3,248 (-1.3%) Shares 15,387 (-6.0%) Est. Cost $159.06 Unrealized +21.2%
HOPE HOPE BANCORP INC 0.0%
Value ($000) $180 (-19.4%) Shares 16,251 (-21.4%) Est. Cost $10.83 Unrealized -0.5%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $646 (-6.2%) Shares 5,038 (-7.3%) Est. Cost $119.00 Unrealized +4.9%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $201 (-17.5%) Shares 2,476 (-5.5%) Est. Cost $80.72 Unrealized +2.1%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $389 (-9.9%) Shares 9,099 (-16.7%) Est. Cost $26.96 Unrealized +50.7%
SHV ISHARES TR 0.0%
Value ($000) $1,208 (-3.4%) Shares 10,967 (-3.1%) Est. Cost $110.30 Unrealized
MTX MINERALS TECHNOLOGIES INC 0.0%
Value ($000) $417 (-9.3%) Shares 6,775 (-8.4%) Est. Cost $56.00 Unrealized +5.5%
MRX MAREX GROUP PLC 0.0%
Value ($000) $394 (+12.1%) Shares 10,168 (-2.9%) Est. Cost $35.86 Unrealized -5.3%
Z ZILLOW GROUP INC 0.0%
Value ($000) $205 (-17.1%) Shares 2,949 (-8.0%) Est. Cost $81.72 Unrealized -11.4%
PBR PETROLEO BRASILEIRO SA 0.0%
Value ($000) $135 (-23.4%) Shares 11,377 (-18.3%) Est. Cost $14.61 Unrealized
EAT BRINKER INTL INC 0.0%
Value ($000) $300 (-12.0%) Shares 2,101 (-21.9%) Est. Cost $75.66 Unrealized +73.1%
NTAP NETAPP INC 0.0%
Value ($000) $355 (-10.3%) Shares 3,273 (-1.9%) Est. Cost $105.66 Unrealized +7.5%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $325 (-11.0%) Shares 27,291 (-19.9%) Est. Cost $9.37 Unrealized +18.4%
HMN HORACE MANN EDUCATORS CORP 0.0%
Value ($000) $238 (-14.4%) Shares 5,088 (-17.4%) Est. Cost $43.95 Unrealized +3.0%
WESTERN ASSET MTG DEFINED 0.0%
Value ($000) $178 (-18.3%) Shares 16,058 (-13.6%) Est. Cost $11.75 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $201 (-16.5%) Shares 287 (-1.0%) Est. Cost $765.22 Unrealized -0.6%
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $712 (-5.2%) Shares 7,355 (-11.2%) Est. Cost $92.60 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $726 (-5.1%) Shares 1,864 (-7.7%) Est. Cost $258.49 Unrealized
MOG/A MOOG INC 0.0%
Value ($000) $363 (+12.1%) Shares 1,473 (-5.5%) Est. Cost $170.32 Unrealized +28.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $561 (-6.5%) Shares 12,487 (-4.7%) Est. Cost $37.21 Unrealized +22.9%
RY ROYAL BK CDA 0.0%
Value ($000) $300 (-11.3%) Shares 1,747 (-23.8%) Est. Cost $107.05 Unrealized +43.5%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $134 (-21.9%) Shares 10,133 (-4.7%) Est. Cost $15.19 Unrealized +1.1%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $213 (-15.0%) Shares 2,569 (-1.8%) Est. Cost $85.60 Unrealized +11.0%
XYLD GLOBAL X FDS 0.0%
Value ($000) $502 (-6.9%) Shares 12,334 (-10.3%) Est. Cost $40.51 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $395 (-8.4%) Shares 2,974 (-10.6%) Est. Cost $113.61 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $798 (+4.8%) Shares 35,070 (-7.3%) Est. Cost $15.50 Unrealized +40.4%
COTY COTY INC 0.0%
Value ($000) $58 (-38.2%) Shares 18,370 (-20.5%) Est. Cost $8.91 Unrealized -59.2%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1,225 (-2.8%) Shares 5,802 (-3.6%) Est. Cost $149.19 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $5,517 (+0.6%) Shares 38,164 (-1.9%) Est. Cost $114.49 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $557 (+6.5%) Shares 20,977 (-5.1%) Est. Cost $25.61 Unrealized -2.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,298 (-2.6%) Shares 8,532 (-2.7%) Est. Cost $115.78 Unrealized +27.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,056 (-3.1%) Shares 5,367 (-7.9%) Est. Cost $218.79 Unrealized -13.4%
TKR TIMKEN CO 0.0%
Value ($000) $680 (+5.3%) Shares 7,924 (-7.8%) Est. Cost $72.71 Unrealized +9.4%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $8,217 (-0.4%) Shares 10,799 (-2.3%) Est. Cost $496.04 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $638 (-5.0%) Shares 1,857 (-6.8%) Est. Cost $198.22 Unrealized +61.9%
MTD METTLER TOLEDO 0.0%
Value ($000) $375 (+9.4%) Shares 265 (-5.0%) Est. Cost $1364.86 Unrealized +2.3%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $377 (-7.9%) Shares 34,046 (-5.2%) Est. Cost $10.59 Unrealized
NUVEEN S&P 500 BUY-WRITE 0.0%
Value ($000) $205 (-13.5%) Shares 13,790 (-14.3%) Est. Cost $13.63 Unrealized
DFIN DONNELLEY FINL SOLUTIONS 0.0%
Value ($000) $207 (-13.2%) Shares 4,379 (-5.7%) Est. Cost $51.67 Unrealized -6.4%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $2,560 (+1.2%) Shares 10,125 (-2.0%) Est. Cost $177.31 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $571 (+5.8%) Shares 6,303 (-1.3%) Est. Cost $79.66 Unrealized +8.3%
TOMZ TOMI ENVIRONMENTAL 0.0%
Value ($000) $14 (-67.9%) Shares 19,046 (-56.6%) Est. Cost $0.98 Unrealized -12.3%
BBT BEACON FINANCIAL CORP. 0.0%
Value ($000) $358 (-7.7%) Shares 13,496 (-17.4%) Est. Cost $24.98 Unrealized -0.2%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $282 (-9.5%) Shares 2,570 (-1.7%) Est. Cost $88.81 Unrealized +28.8%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $247 (+13.4%) Shares 5,437 (-9.9%) Est. Cost $36.15 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $394 (-6.9%) Shares 6,697 (-6.7%) Est. Cost $57.77 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value ($000) $246 (-10.5%) Shares 6,648 (-15.2%) Est. Cost $31.63 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $450 (+6.9%) Shares 9,961 (-5.2%) Est. Cost $21.83 Unrealized +86.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $322 (-8.2%) Shares 8,370 (-4.7%) Est. Cost $41.86 Unrealized -6.0%
EFAV ISHARES TR 0.1%
Value ($000) $8,097 (+0.4%) Shares 93,482 (-1.7%) Est. Cost $68.21 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1,105 (-2.5%) Shares 1,196 (-2.8%) Est. Cost $710.73 Unrealized +35.2%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $253 (-10.1%) Shares 3,615 (-8.9%) Est. Cost $70.97 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $795 (+3.7%) Shares 53,402 (-5.1%) Est. Cost $19.88 Unrealized -30.8%
RSPT INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $677 (-3.9%) Shares 14,688 (-7.0%) Est. Cost $32.98 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1,143 (-2.3%) Shares 5,867 (-3.0%) Est. Cost $204.70 Unrealized -5.9%
INDA ISHARES TR 0.0%
Value ($000) $369 (-6.7%) Shares 6,871 (-9.5%) Est. Cost $56.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $289 (-8.3%) Shares 7,489 (-7.8%) Est. Cost $29.56 Unrealized +31.4%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $287 (-8.3%) Shares 3,491 (-1.1%) Est. Cost $71.84 Unrealized +17.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $528 (+5.2%) Shares 1,544 (-11.5%) Est. Cost $264.43 Unrealized +17.0%
RDN RADIAN GROUP INC 0.0%
Value ($000) $946 (-2.7%) Shares 26,070 (-2.8%) Est. Cost $30.74 Unrealized +13.1%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $774 (+3.4%) Shares 11,004 (-1.2%) Est. Cost $52.29 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $346 (-6.7%) Shares 1,698 (-14.4%) Est. Cost $147.19 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $201 (-10.9%) Shares 10,807 (-4.9%) Est. Cost $20.50 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $378 (-6.1%) Shares 13,424 (-3.9%) Est. Cost $28.86 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $297 (+8.7%) Shares 23,522 (-4.8%) Est. Cost $10.84 Unrealized +6.9%
ALLIANCEBERNSTEIN GLOBAL 0.0%
Value ($000) $180 (-11.5%) Shares 16,816 (-7.5%) Est. Cost $10.68 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $322 (+7.8%) Shares 22,515 (-3.7%) Est. Cost $13.00 Unrealized +3.3%
NPKI NPK INTERNATIONAL INC 0.0%
Value ($000) $412 (+6.0%) Shares 33,970 (-1.1%) Est. Cost $7.01 Unrealized +74.1%
IFRA ISHARES TR 0.0%
Value ($000) $488 (-4.4%) Shares 9,194 (-4.9%) Est. Cost $37.51 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $208 (-9.5%) Shares 7,081 (-7.1%) Est. Cost $41.94 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $827 (+2.7%) Shares 11,330 (-15.3%) Est. Cost $60.22 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $2,457 (+0.9%) Shares 17,257 (-1.0%) Est. Cost $89.67 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $234 (+10.1%) Shares 7,390 (-1.1%) Est. Cost $24.52 Unrealized +20.7%
MLPX GLOBAL X FDS 0.0%
Value ($000) $255 (-7.5%) Shares 4,200 (-4.5%) Est. Cost $62.71 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $342 (-5.5%) Shares 4,530 (-7.1%) Est. Cost $51.39 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $640 (+3.2%) Shares 13,659 (-1.1%) Est. Cost $40.30 Unrealized +15.7%
NOK NOKIA CORP 0.0%
Value ($000) $334 (-5.6%) Shares 51,260 (-30.2%) Est. Cost $4.43 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $1,464 (-1.3%) Shares 32,006 (-5.1%) Est. Cost $33.31 Unrealized +31.2%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $267 (-6.8%) Shares 1,404 (-13.2%) Est. Cost $148.66 Unrealized +29.2%
VTR VENTAS INC 0.0%
Value ($000) $603 (-3.1%) Shares 7,646 (-13.4%) Est. Cost $50.80 Unrealized +47.6%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $662 (-2.8%) Shares 10,284 (-5.5%) Est. Cost $46.43 Unrealized +30.8%
CRH CRH PLC 0.0%
Value ($000) $1,253 (-1.4%) Shares 9,959 (-6.1%) Est. Cost $83.84 Unrealized +42.1%
EQNR EQUINOR ASA 0.0%
Value ($000) $236 (-7.1%) Shares 9,989 (-4.0%) Est. Cost $28.48 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1,638 (+1.1%) Shares 36,934 (-1.0%) Est. Cost $31.39 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $995 (-1.8%) Shares 36,027 (-5.2%) Est. Cost $19.20 Unrealized +32.2%
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $350 (-4.8%) Shares 5,268 (-4.3%) Est. Cost $60.27 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $114 (+18.4%) Shares 12,700 (-1.1%) Est. Cost $9.40 Unrealized -16.2%
WAB WABTEC 0.0%
Value ($000) $1,685 (-1.0%) Shares 7,775 (-8.4%) Est. Cost $133.48 Unrealized +53.8%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $397 (-4.2%) Shares 6,711 (-9.8%) Est. Cost $51.01 Unrealized +19.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $771 (-2.2%) Shares 4,330 (-3.5%) Est. Cost $166.36 Unrealized +3.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $653 (+2.7%) Shares 1,815 (-5.0%) Est. Cost $320.13 Unrealized +10.5%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $543 (+3.2%) Shares 3,540 (-5.5%) Est. Cost $117.17 Unrealized +20.3%
SPB SPECTRUM BRANDS HLDGS INC 0.0%
Value ($000) $266 (+6.6%) Shares 4,482 (-5.8%) Est. Cost $55.43 Unrealized +1.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,355 (-0.7%) Shares 77,518 (-3.1%) Est. Cost $38.74 Unrealized
HIG HARTFORD INSURANCE GROUP 0.0%
Value ($000) $709 (+2.2%) Shares 5,105 (-1.4%) Est. Cost $100.29 Unrealized +31.2%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $713 (+2.1%) Shares 21,028 (-2.6%) Est. Cost $35.08 Unrealized -7.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2,434 (+0.6%) Shares 21,412 (-8.2%) Est. Cost $103.33 Unrealized +3.1%
MTDR MATADOR RES CO 0.0%
Value ($000) $203 (-6.7%) Shares 4,737 (-2.0%) Est. Cost $48.82 Unrealized -14.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $4,964 (-0.3%) Shares 51,353 (-1.1%) Est. Cost $81.22 Unrealized +19.6%
IYH ISHARES TR 0.0%
Value ($000) $882 (+1.6%) Shares 13,461 (-9.0%) Est. Cost $90.34 Unrealized
WES WESTERN MIDSTREAM PARTNERS 0.0%
Value ($000) $369 (-3.5%) Shares 9,317 (-4.3%) Est. Cost $40.45 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value ($000) $429 (-3.0%) Shares 19,025 (-1.1%) Est. Cost $23.49 Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $464 (-2.7%) Shares 18,362 (-3.1%) Est. Cost $24.60 Unrealized +5.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $257 (-4.7%) Shares 10,716 (-1.7%) Est. Cost $39.05 Unrealized -40.3%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,182 (-1.0%) Shares 15,134 (-1.1%) Est. Cost $76.07 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $283 (+4.4%) Shares 2,633 (-1.7%) Est. Cost $79.10 Unrealized +25.1%
FLOT ISHARES TR 0.0%
Value ($000) $393 (-2.8%) Shares 7,739 (-2.4%) Est. Cost $50.89 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $296 (-3.7%) Shares 6,783 (-4.9%) Est. Cost $35.27 Unrealized
PGIM GLOBAL HIGH YIELD FD 0.0%
Value ($000) $226 (-4.7%) Shares 18,051 (-1.8%) Est. Cost $11.93 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $288 (+4.0%) Shares 4,856 (-3.2%) Est. Cost $38.57 Unrealized +40.7%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $251 (-4.2%) Shares 4,097 (-10.1%) Est. Cost $45.30 Unrealized +29.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $2,419 (+0.4%) Shares 20,854 (-2.6%) Est. Cost $82.92 Unrealized +41.9%
ISTB ISHARES TR 0.0%
Value ($000) $387 (-2.7%) Shares 7,928 (-2.6%) Est. Cost $47.87 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $663 (+1.6%) Shares 13,943 (-3.9%) Est. Cost $35.34 Unrealized +23.5%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $317 (-3.2%) Shares 7,756 (-7.1%) Est. Cost $18.76 Unrealized +107.6%
GOSS GOSSAMER BIO INC 0.0%
Value ($000) $234 (+4.7%) Shares 75,111 (-11.7%) Est. Cost $1.01 Unrealized +181.2%
ALLSPRING INCOME OPPORTUNIT 0.0%
Value ($000) $174 (-5.5%) Shares 25,417 (-2.4%) Est. Cost $6.71 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $525 (-1.9%) Shares 2,609 (-1.0%) Est. Cost $137.76 Unrealized +46.7%
SHEL SHELL PLC 0.1%
Value ($000) $6,860 (-0.1%) Shares 92,917 (-3.3%) Est. Cost $69.90 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $297 (-3.2%) Shares 48,889 (-17.5%) Est. Cost $9.11 Unrealized -34.5%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $381 (-2.5%) Shares 1,110 (-1.3%) Est. Cost $226.26 Unrealized +49.3%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $432 (-2.1%) Shares 9,931 (-1.0%) Est. Cost $51.36 Unrealized -15.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $25 (-26.8%) Shares 12,683 (-12.1%) Est. Cost $1.08 Unrealized +142.5%
HFFG HF FOODS GROUP INC 0.0%
Value ($000) $23 (-28.0%) Shares 10,552 (-8.4%) Est. Cost $2.74 Unrealized -12.1%
BLACKROCK ENHANCED EQUITY 0.0%
Value ($000) $110 (-7.5%) Shares 11,483 (-12.0%) Est. Cost $8.01 Unrealized
ABCB AMERIS BANCORP 0.0%
Value ($000) $909 (-1.0%) Shares 12,081 (-3.2%) Est. Cost $47.80 Unrealized +55.3%
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $245 (+3.6%) Shares 1,118 (-1.7%) Est. Cost $154.33 Unrealized +41.0%
TEMPLETON EMERGING MKTS 0.0%
Value ($000) $110 (+8.2%) Shares 15,882 (-2.8%) Est. Cost $5.40 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $731 (-1.1%) Shares 16,312 (-3.1%) Est. Cost $36.58 Unrealized
BLACKROCK CR ALLOCATION 0.0%
Value ($000) $343 (-2.3%) Shares 31,425 (-1.2%) Est. Cost $10.67 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2,059 (+0.4%) Shares 204,232 (-10.7%) Est. Cost $8.33 Unrealized
ASGN ASGN INC 0.0%
Value ($000) $380 (+2.0%) Shares 7,716 (-2.0%) Est. Cost $78.97 Unrealized -41.6%
AXS AXIS CAP HLDGS LTD 0.0%
Value ($000) $213 (-3.3%) Shares 1,955 (-14.4%) Est. Cost $85.14 Unrealized +16.7%
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $565 (-1.3%) Shares 36,354 (-3.5%) Est. Cost $14.24 Unrealized
VIRTUS CONVERTIBLE & INC FD 0.0%
Value ($000) $192 (-3.6%) Shares 13,729 (-5.5%) Est. Cost $11.56 Unrealized
YOU CLEAR SECURE INC 0.0%
Value ($000) $323 (-2.1%) Shares 9,135 (-7.5%) Est. Cost $25.39 Unrealized +33.8%
IGM ISHARES TR 0.0%
Value ($000) $419 (+1.7%) Shares 3,209 (-1.8%) Est. Cost $123.10 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $365 (-1.9%) Shares 8,119 (-11.9%) Est. Cost $28.16 Unrealized +46.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $1,287 (-0.5%) Shares 41,766 (-6.7%) Est. Cost $20.60 Unrealized +35.3%
CIEN CIENA CORP 0.0%
Value ($000) $558 (-1.2%) Shares 2,340 (-39.6%) Est. Cost $77.33 Unrealized +150.9%
BLACKROCK CAP ALLOCATION 0.0%
Value ($000) $172 (-3.9%) Shares 11,875 (-2.1%) Est. Cost $14.79 Unrealized
WESTERN ASSET HIGH INCOM FD 0.0%
Value ($000) $94 (-6.8%) Shares 22,426 (-3.0%) Est. Cost $4.29 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $746 (-0.9%) Shares 7,986 (-1.1%) Est. Cost $64.08 Unrealized +47.5%
V VISA INC 0.3%
Value ($000) $27,251 (-0.0%) Shares 77,063 (-3.5%) Est. Cost $265.90 Unrealized +28.0%
WST WEST PHARMACEUTICAL SVSC 0.0%
Value ($000) $276 (-2.3%) Shares 995 (-7.4%) Est. Cost $242.79 Unrealized +12.6%
NWE NORTHWESTERN ENERGY GROUP 0.0%
Value ($000) $219 (-2.9%) Shares 3,375 (-12.4%) Est. Cost $54.14 Unrealized +16.0%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $172 (-3.1%) Shares 10,115 (-2.6%) Est. Cost $16.74 Unrealized -3.1%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $1,412 (-0.4%) Shares 10,499 (-2.9%) Est. Cost $96.18 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $191 (-2.6%) Shares 19,008 (-2.6%) Est. Cost $9.96 Unrealized
ALLIANCEBERNSTEIN NATL MUN 0.0%
Value ($000) $117 (-4.2%) Shares 10,879 (-3.6%) Est. Cost $11.06 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $52,153 (+0.0%) Shares 420,047 (-2.8%) Est. Cost $77.10 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $468 (+1.0%) Shares 5,028 (-2.9%) Est. Cost $77.39 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $379 (-1.2%) Shares 1,300 (-4.8%) Est. Cost $298.24 Unrealized -5.8%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1,981 (-0.2%) Shares 26,153 (-3.3%) Est. Cost $67.02 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $13,908 (-0.0%) Shares 92,842 (-2.8%) Est. Cost $111.50 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $366 (-1.2%) Shares 9,712 (-1.1%) Est. Cost $38.27 Unrealized -3.9%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $305 (+1.4%) Shares 6,850 (-4.7%) Est. Cost $36.91 Unrealized +14.5%
XAWPX ABRDN GLOBAL PREMIER PPTYS 0.0%
Value ($000) $50 (-7.6%) Shares 12,719 (-6.7%) Est. Cost $3.78 Unrealized
PG&E CORP 0.0%
Value ($000) $24 (-14.4%) Shares 23,000 (-14.8%) Est. Cost $1.05 Unrealized
INSM INSMED INC 0.0%
Value ($000) $330 (-1.1%) Shares 1,897 (-18.2%) Est. Cost $77.75 Unrealized +134.7%
AGNC AGNC INVT CORP 0.0%
Value ($000) $209 (+1.6%) Shares 19,340 (-6.9%) Est. Cost $9.76 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $808 (-0.4%) Shares 13,762 (-4.0%) Est. Cost $48.42 Unrealized +12.5%
BNY MELLON HIGH YIELD 0.0%
Value ($000) $32 (-8.4%) Shares 12,616 (-5.1%) Est. Cost $2.46 Unrealized
RLJ RLJ LODGING TR 0.0%
Value ($000) $337 (+0.9%) Shares 43,727 (-3.7%) Est. Cost $9.58 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $567 (+0.5%) Shares 22,177 (-2.5%) Est. Cost $22.34 Unrealized +9.6%
BKH BLACK HILLS CORP 0.0%
Value ($000) $762 (+0.4%) Shares 10,943 (-11.2%) Est. Cost $52.18 Unrealized +27.4%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $265 (-1.0%) Shares 9,394 (-9.8%) Est. Cost $24.85 Unrealized +8.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $297 (-0.8%) Shares 2,391 (-24.5%) Est. Cost $88.02 Unrealized +21.7%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $205 (-1.1%) Shares 13,120 (-4.7%) Est. Cost $15.34 Unrealized
MORGAN STANLEY EMERGING 0.0%
Value ($000) $74 (-2.0%) Shares 13,356 (-2.5%) Est. Cost $5.50 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $447 (-0.3%) Shares 2,441 (-4.6%) Est. Cost $304.29 Unrealized -41.5%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $275 (+0.4%) Shares 22,667 (-1.2%) Est. Cost $8.05 Unrealized +52.6%
IJT ISHARES TR 0.0%
Value ($000) $746 (-0.1%) Shares 5,209 (-1.4%) Est. Cost $126.87 Unrealized
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $375 (+0.2%) Shares 20,490 (-3.7%) Est. Cost $16.94 Unrealized +8.7%
CGGO CAPITAL GROUP GBL GROWTH 0.0%
Value ($000) $636 (+0.1%) Shares 18,276 (-1.8%) Est. Cost $23.64 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $252 (-0.2%) Shares 3,123 (-3.2%) Est. Cost $68.85 Unrealized
OABI OMNIAB INC 0.0%
Value ($000) $19 (-1.9%) Shares 10,451 (-15.6%) Est. Cost $1.68 Unrealized +3.4%
VMI VALMONT INDS INC 0.0%
Value ($000) $768 (-0.0%) Shares 1,884 (-4.7%) Est. Cost $288.75 Unrealized +40.9%

Unchanged Positions (262)

GOOG ALPHABET INC 0.8%
Value ($000) $65,289 Shares 207,551 Est. Cost $149.32 Unrealized +91.8%
VUG VANGUARD INDEX FDS 6.4%
Value ($000) $499,598 Shares 1,016,084 Est. Cost $183.60 Unrealized
IWF ISHARES TR 3.9%
Value ($000) $307,230 Shares 644,156 Est. Cost $216.69 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.8%
Value ($000) $61,056 Shares 1,301,006 Est. Cost $31.86 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $14,155 Shares 24,516 Est. Cost $269.41 Unrealized +106.2%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $14,235 Shares 54,497 Est. Cost $193.31 Unrealized +37.0%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $84,331 Shares 354,325 Est. Cost $262.38 Unrealized
WMT WALMART INC 0.3%
Value ($000) $20,639 Shares 184,404 Est. Cost $61.29 Unrealized +74.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,927 Shares 47,244 Est. Cost $30.81 Unrealized +21.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $14,079 Shares 181,863 Est. Cost $45.13 Unrealized +63.5%
CPNG COUPANG INC 0.1%
Value ($000) $5,099 Shares 211,322 Est. Cost $21.85 Unrealized +30.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $21,722 Shares 179,531 Est. Cost $104.83 Unrealized +10.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $6,529 Shares 25,115 Est. Cost $182.18 Unrealized +31.5%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $5,853 Shares 33,321 Est. Cost $75.45 Unrealized +105.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $7,969 Shares 137,943 Est. Cost $41.39 Unrealized +43.4%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $32,968 Shares 53,158 Est. Cost $389.34 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $10,622 Shares 12,010 Est. Cost $421.97 Unrealized +92.8%
IWM ISHARES TR 0.3%
Value ($000) $26,530 Shares 149,369 Est. Cost $145.53 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $4,081 Shares 86,438 Est. Cost $21.21 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $8,642 Shares 268,470 Est. Cost $202.52 Unrealized -84.0%
FDX FEDEX CORP 0.1%
Value ($000) $4,590 Shares 15,771 Est. Cost $242.27 Unrealized +8.0%
TSM TAIWAN SEMICONDUCTOR MFG 0.2%
Value ($000) $12,538 Shares 41,851 Est. Cost $174.61 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $27,959 Shares 304,434 Est. Cost $82.34 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $7,133 Shares 6,584 Est. Cost $990.28 Unrealized +10.0%
DGRO ISHARES TR 0.3%
Value ($000) $22,042 Shares 315,202 Est. Cost $51.88 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $11,865 Shares 35,720 Est. Cost $469.43 Unrealized -28.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $8,205 Shares 101,892 Est. Cost $68.37 Unrealized +20.7%
VT VANGUARD INTL EQUITY INDEX 0.2%
Value ($000) $12,705 Shares 89,482 Est. Cost $95.77 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $12,707 Shares 88,143 Est. Cost $155.61 Unrealized -6.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $53,830 Shares 106,867 Est. Cost $331.94 Unrealized +49.9%
INTC INTEL CORP 0.0%
Value ($000) $3,896 Shares 104,443 Est. Cost $31.29 Unrealized +20.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $2,969 Shares 115,416 Est. Cost $34.77 Unrealized
JEPI J P MORGAN EXCHANGE TRADED 0.2%
Value ($000) $16,695 Shares 287,937 Est. Cost $57.44 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,553 Shares 22,823 Est. Cost $137.91 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $18,279 Shares 59,341 Est. Cost $243.82 Unrealized +25.1%
MKL MARKEL GROUP INC 0.0%
Value ($000) $2,847 Shares 1,310 Est. Cost $1599.05 Unrealized +26.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $2,538 Shares 22,383 Est. Cost $128.53 Unrealized -9.3%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $8,815 Shares 21,190 Est. Cost $259.90 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $7,316 Shares 15,129 Est. Cost $438.03 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $3,958 Shares 10,081 Est. Cost $286.04 Unrealized +44.6%
SKYX SKYX PLATFORMS CORP 0.0%
Value ($000) $599 Shares 289,261 Est. Cost $1.58 Unrealized +12.8%
MOFG MIDWESTONE FINL GROUP INC 0.0%
Value ($000) $1,007 Shares 26,129 Est. Cost $21.18 Unrealized +72.1%
JD JD.COM INC 0.0%
Value ($000) $1,126 Shares 39,237 Est. Cost $25.84 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $175 Shares 201,000 Est. Cost $1.12 Unrealized +41.1%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $654 Shares 35,003 Est. Cost $18.64 Unrealized -10.4%
DSI ISHARES TR 0.1%
Value ($000) $7,510 Shares 57,863 Est. Cost $78.26 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $167,625 Shares 893,813 Est. Cost $101.40 Unrealized +83.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $3,965 Shares 12,157 Est. Cost $327.25 Unrealized +2.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1,478 Shares 29,349 Est. Cost $54.58 Unrealized -1.6%
LOW LOWES COS INC 0.1%
Value ($000) $6,716 Shares 27,618 Est. Cost $202.94 Unrealized +18.2%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,569 Shares 136,763 Est. Cost $38.72 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1,324 Shares 11,869 Est. Cost $61.30 Unrealized +64.8%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $698 Shares 15,134 Est. Cost $56.58 Unrealized -11.0%
NKE NIKE INC 0.0%
Value ($000) $1,207 Shares 19,570 Est. Cost $95.30 Unrealized -31.9%
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $2,085 Shares 46,078 Est. Cost $41.85 Unrealized +1.5%
PSX PHILLIPS 66 0.0%
Value ($000) $3,070 Shares 23,698 Est. Cost $125.24 Unrealized +7.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $4,903 Shares 36,240 Est. Cost $99.31 Unrealized +33.3%
VERU VERU INC 0.0%
Value ($000) $163 Shares 75,329 Est. Cost $4.32 Unrealized -31.0%
GLW CORNING INC 0.0%
Value ($000) $1,725 Shares 19,407 Est. Cost $36.97 Unrealized +132.6%
EFSI EAGLE FINL SVCS INC 0.0%
Value ($000) $2,398 Shares 60,400 Est. Cost $29.98 Unrealized +23.5%
AKO/B EMBOTELLADORA ANDINA S A 0.0%
Value ($000) $783 Shares 28,570 Est. Cost $12.95 Unrealized
BXP BXP INC 0.0%
Value ($000) $1,343 Shares 19,397 Est. Cost $73.01 Unrealized -3.6%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $13,147 Shares 166,710 Est. Cost $77.12 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $526 Shares 74,598 Est. Cost $9.53 Unrealized -34.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $60,432 Shares 80 Est. Cost $373838.94 Unrealized +99.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,087 Shares 103,457 Est. Cost $29.24 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $4,119 Shares 8,659 Est. Cost $287.06 Unrealized +77.4%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $2,639 Shares 18,572 Est. Cost $110.46 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $10,684 Shares 201,853 Est. Cost $51.73 Unrealized
UI UBIQUITI INC 0.0%
Value ($000) $499 Shares 888 Est. Cost $301.07 Unrealized +110.1%
WRBY WARBY PARKER INC 0.0%
Value ($000) $369 Shares 16,748 Est. Cost $17.77 Unrealized +22.5%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $3,589 Shares 29,450 Est. Cost $72.61 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,645 Shares 56,095 Est. Cost $42.36 Unrealized
SSD SIMPSON MFG INC 0.1%
Value ($000) $7,173 Shares 43,503 Est. Cost $75.15 Unrealized +124.5%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,984 Shares 60,392 Est. Cost $25.23 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $1,502 Shares 31,250 Est. Cost $33.33 Unrealized +41.3%
F FORD MTR CO 0.0%
Value ($000) $911 Shares 68,896 Est. Cost $10.34 Unrealized +24.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $868 Shares 16,011 Est. Cost $57.59 Unrealized -10.9%
CNX CNX RES CORP 0.0%
Value ($000) $518 Shares 13,795 Est. Cost $24.63 Unrealized +45.4%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,106 Shares 12,233 Est. Cost $68.91 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $3,538 Shares 54,079 Est. Cost $125.14 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $2,542 Shares 15,468 Est. Cost $159.41 Unrealized -2.8%
TZA DIREXION SHS ETF TR 0.0%
Value ($000) $576 Shares 78,006 Est. Cost $16.06 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,783 Shares 64,643 Est. Cost $18.54 Unrealized +45.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1,091 Shares 7,211 Est. Cost $186.20 Unrealized -21.0%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $5,733 Shares 45,275 Est. Cost $119.38 Unrealized
CSX CSX CORP 0.0%
Value ($000) $2,009 Shares 55,161 Est. Cost $32.09 Unrealized +11.3%
RSPH INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $731 Shares 22,780 Est. Cost $50.99 Unrealized
ISCB ISHARES TR 0.0%
Value ($000) $1,632 Shares 24,869 Est. Cost $77.25 Unrealized
FPH FIVE POINT HOLDINGS LLC 0.0%
Value ($000) $550 Shares 99,500 Est. Cost $3.09 Unrealized +91.5%
ACT ENACT HLDGS INC 0.0%
Value ($000) $1,234 Shares 30,825 Est. Cost $35.00 Unrealized +7.2%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $361 Shares 2,200 Est. Cost $204.42 Unrealized -19.0%
MBB ISHARES TR 0.1%
Value ($000) $5,050 Shares 52,908 Est. Cost $93.22 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $1,863 Shares 20,146 Est. Cost $79.98 Unrealized +19.7%
SBEV SPLASH BEVERAGE GROUP INC 0.0%
Value ($000) $25 Shares 34,173 Est. Cost $6.38 Unrealized -76.5%
JBL JABIL INC 0.0%
Value ($000) $941 Shares 4,062 Est. Cost $139.10 Unrealized +53.3%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $796 Shares 3,709 Est. Cost $185.71 Unrealized +15.5%
KSS KOHLS CORP 0.0%
Value ($000) $206 Shares 10,145 Est. Cost $7.69 Unrealized +143.7%
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $441 Shares 14,465 Est. Cost $27.27 Unrealized +10.9%
PODD INSULET CORP 0.0%
Value ($000) $716 Shares 2,495 Est. Cost $199.49 Unrealized +56.7%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $1,136 Shares 33,795 Est. Cost $27.59 Unrealized +22.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $4,318 Shares 24,146 Est. Cost $127.88 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $540 Shares 3,910 Est. Cost $93.72 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,401 Shares 9,971 Est. Cost $90.15 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $911 Shares 26,411 Est. Cost $30.20 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $1,229 Shares 17,079 Est. Cost $53.00 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $197 Shares 16,942 Est. Cost $5.74 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $1,652 Shares 16,280 Est. Cost $77.81 Unrealized +31.1%
LZB LA Z BOY INC 0.0%
Value ($000) $429 Shares 11,375 Est. Cost $35.46 Unrealized -1.2%
XPO XPO INC 0.0%
Value ($000) $652 Shares 4,733 Est. Cost $112.17 Unrealized +21.4%
ACWI ISHARES TR 0.0%
Value ($000) $1,707 Shares 11,986 Est. Cost $104.99 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $1,166 Shares 25,669 Est. Cost $34.07 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $23,139 Shares 142,876 Est. Cost $112.38 Unrealized +36.7%
XYZ BLOCK INC 0.0%
Value ($000) $365 Shares 5,567 Est. Cost $67.62 Unrealized +2.0%
ACWX ISHARES TR 0.0%
Value ($000) $1,052 Shares 15,600 Est. Cost $53.21 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1,145 Shares 2,049 Est. Cost $308.34 Unrealized +80.9%
VEU VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $1,039 Shares 14,068 Est. Cost $56.82 Unrealized
KFY KORN FERRY 0.0%
Value ($000) $583 Shares 8,715 Est. Cost $65.67 Unrealized +1.8%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $720 Shares 11,995 Est. Cost $81.22 Unrealized -25.3%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,048 Shares 5,077 Est. Cost $176.64 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $102 Shares 13,726 Est. Cost $9.74 Unrealized -0.6%
PRF INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $820 Shares 17,340 Est. Cost $52.78 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $779 Shares 10,636 Est. Cost $52.15 Unrealized +44.7%
IJS ISHARES TR 0.0%
Value ($000) $1,018 Shares 8,867 Est. Cost $98.05 Unrealized
WTBA WEST BANCORPORATION INC 0.0%
Value ($000) $335 Shares 14,964 Est. Cost $17.50 Unrealized +23.4%
ALRS ALERUS FINL CORP 0.1%
Value ($000) $6,560 Shares 294,571 Est. Cost $19.96 Unrealized +8.3%
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $724 Shares 22,923 Est. Cost $25.72 Unrealized +21.1%
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $371 Shares 16,125 Est. Cost $21.13 Unrealized
IBKR INTERACTIVE BROKERS GROUP 0.0%
Value ($000) $275 Shares 4,235 Est. Cost $47.28 Unrealized +41.5%
STAG STAG INDL INC 0.0%
Value ($000) $586 Shares 15,752 Est. Cost $35.47 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $714 Shares 21,850 Est. Cost $28.98 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $398 Shares 7,329 Est. Cost $39.44 Unrealized
UPRO PROSHARES TR 0.0%
Value ($000) $444 Shares 3,735 Est. Cost $79.47 Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $231 Shares 1,100 Est. Cost $229.33 Unrealized -3.9%
TRMB TRIMBLE INC 0.0%
Value ($000) $884 Shares 11,117 Est. Cost $67.76 Unrealized +17.6%
XLG INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $675 Shares 11,326 Est. Cost $46.83 Unrealized
STTK SHATTUCK LABS INC 0.0%
Value ($000) $77 Shares 27,251 Est. Cost $1.16 Unrealized +106.4%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $1,680 Shares 332,111 Est. Cost $4.30 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $462 Shares 8,390 Est. Cost $37.82 Unrealized +44.5%
CMF ISHARES TR 0.1%
Value ($000) $4,305 Shares 74,962 Est. Cost $57.05 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $447 Shares 14,058 Est. Cost $29.51 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $1,120 Shares 12,631 Est. Cost $71.03 Unrealized
UMBF UMB FINL CORP 0.0%
Value ($000) $884 Shares 7,551 Est. Cost $103.29 Unrealized +9.7%
BLACKROCK CORPOR HI YLD FD 0.0%
Value ($000) $338 Shares 37,736 Est. Cost $9.71 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $514 Shares 10,644 Est. Cost $39.92 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $255 Shares 6,422 Est. Cost $36.55 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $391 Shares 16,231 Est. Cost $14.54 Unrealized +52.5%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $956 Shares 32,032 Est. Cost $28.92 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $338 Shares 7,089 Est. Cost $33.27 Unrealized +33.0%
VPL VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $604 Shares 6,640 Est. Cost $71.80 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $608 Shares 7,317 Est. Cost $67.64 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $666 Shares 4,037 Est. Cost $96.76 Unrealized +66.6%
IJK ISHARES TR 0.0%
Value ($000) $769 Shares 7,854 Est. Cost $79.92 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $417 Shares 8,895 Est. Cost $41.17 Unrealized +11.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $780 Shares 3,818 Est. Cost $136.45 Unrealized +47.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $499 Shares 7,220 Est. Cost $64.30 Unrealized +7.5%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $282 Shares 3,182 Est. Cost $82.66 Unrealized +3.0%
NOBL PROSHARES TR 0.0%
Value ($000) $716 Shares 6,792 Est. Cost $93.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $717 Shares 5,164 Est. Cost $82.25 Unrealized +59.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,818 Shares 14,811 Est. Cost $95.79 Unrealized
IGRO ISHARES TR 0.0%
Value ($000) $369 Shares 4,439 Est. Cost $69.07 Unrealized
FBP FIRST BANCORP P R 0.0%
Value ($000) $230 Shares 11,030 Est. Cost $16.93 Unrealized +21.7%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $297 Shares 1,418 Est. Cost $173.43 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $783 Shares 24,782 Est. Cost $23.81 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $205 Shares 2,605 Est. Cost $84.31 Unrealized -2.9%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $808 Shares 44,027 Est. Cost $17.87 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $390 Shares 10,147 Est. Cost $30.87 Unrealized
CARG CARGURUS INC 0.0%
Value ($000) $689 Shares 18,072 Est. Cost $23.94 Unrealized +50.5%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $354 Shares 31,142 Est. Cost $13.51 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $825 Shares 17,450 Est. Cost $45.56 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $220 Shares 7,013 Est. Cost $28.65 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $1,420 Shares 46,088 Est. Cost $38.35 Unrealized -21.8%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $1,501 Shares 30,829 Est. Cost $49.53 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $343 Shares 845 Est. Cost $460.18 Unrealized -16.7%
FMBH FIRST MID ILL BANCSHARES 0.0%
Value ($000) $257 Shares 6,533 Est. Cost $28.85 Unrealized +30.7%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $332 Shares 9,195 Est. Cost $32.66 Unrealized
ICL ICL GROUP LTD 0.0%
Value ($000) $92 Shares 16,564 Est. Cost $5.15 Unrealized +12.5%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $293 Shares 2,600 Est. Cost $81.55 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $289 Shares 1,486 Est. Cost $137.91 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $215 Shares 3,572 Est. Cost $61.48 Unrealized -8.5%
XMLV INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $601 Shares 9,559 Est. Cost $52.40 Unrealized
PSQ PROSHARES TR 0.0%
Value ($000) $285 Shares 9,406 Est. Cost $37.80 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $266 Shares 9,864 Est. Cost $25.01 Unrealized +7.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,927 Shares 8,622 Est. Cost $279.53 Unrealized +21.9%
JPME J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $898 Shares 8,191 Est. Cost $85.79 Unrealized
PFFV GLOBAL X FDS 0.0%
Value ($000) $232 Shares 10,438 Est. Cost $23.66 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $272 Shares 2,950 Est. Cost $70.24 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $253 Shares 3,130 Est. Cost $74.22 Unrealized
EATON VANCE TAX-MANAGED 0.0%
Value ($000) $427 Shares 27,393 Est. Cost $14.05 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $44 Shares 33,757 Est. Cost $1.44 Unrealized -3.4%
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $401 Shares 4,290 Est. Cost $69.68 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $297 Shares 5,202 Est. Cost $52.02 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $302 Shares 1,442 Est. Cost $191.47 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $4,486 Shares 46,123 Est. Cost $78.01 Unrealized
PWB INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $298 Shares 2,320 Est. Cost $89.29 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $280 Shares 3,196 Est. Cost $50.91 Unrealized +75.8%
PKB INVESCO EXCHANGE TRADED FD 0.0%
Value ($000) $347 Shares 3,692 Est. Cost $63.12 Unrealized
PZA INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $1,149 Shares 49,471 Est. Cost $23.48 Unrealized
JMTG J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $2,535 Shares 49,394 Est. Cost $50.19 Unrealized
SPOTIFY USA INC 0.0%
Value ($000) $28 Shares 25,000 Est. Cost $1.04 Unrealized
CCEP COCA-COLA EUROPACIFIC 0.0%
Value ($000) $278 Shares 3,031 Est. Cost $71.84 Unrealized +24.8%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $178 Shares 13,145 Est. Cost $15.77 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $583 Shares 9,715 Est. Cost $58.19 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $240 Shares 3,985 Est. Cost $55.54 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $75 Shares 10,984 Est. Cost $4.68 Unrealized +35.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $403 Shares 19,864 Est. Cost $18.02 Unrealized +9.9%
SIZE ISHARES TR 0.0%
Value ($000) $288 Shares 1,759 Est. Cost $118.17 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $845 Shares 24,944 Est. Cost $32.65 Unrealized
REZ ISHARES TR 0.0%
Value ($000) $213 Shares 2,555 Est. Cost $76.50 Unrealized
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $1,541 Shares 5,975 Est. Cost $163.78 Unrealized +52.2%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $296 Shares 7,731 Est. Cost $35.56 Unrealized
FBIO FORTRESS BIOTECH INC 0.0%
Value ($000) $130 Shares 36,250 Est. Cost $2.64 Unrealized +7.8%
FFBC FIRST FINL BANCORP OH 0.0%
Value ($000) $2,642 Shares 104,647 Est. Cost $20.65 Unrealized +20.1%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $383 Shares 8,195 Est. Cost $45.46 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $256 Shares 2,505 Est. Cost $82.21 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $1,001 Shares 27,940 Est. Cost $26.87 Unrealized
AX AXOS FINANCIAL INC 0.0%
Value ($000) $217 Shares 2,502 Est. Cost $87.15 Unrealized -5.5%
VSS VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $791 Shares 5,499 Est. Cost $115.78 Unrealized
PARSONS CORP DEL 0.0%
Value ($000) $32 Shares 31,000 Est. Cost $1.07 Unrealized
WESTERN ASSET HIGH INCOME 0.0%
Value ($000) $173 Shares 46,226 Est. Cost $3.96 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $2,039 Shares 16,678 Est. Cost $101.93 Unrealized
REI RING ENERGY INC 0.0%
Value ($000) $13 Shares 14,800 Est. Cost $1.56 Unrealized -38.7%
EPP ISHARES INC 0.0%
Value ($000) $220 Shares 4,328 Est. Cost $49.37 Unrealized
SHIM SHIMMICK CORPORATION 0.0%
Value ($000) $30 Shares 10,272 Est. Cost $1.59 Unrealized
FIP FTAI INFRASTRUCTURE INC 0.0%
Value ($000) $52 Shares 11,238 Est. Cost $7.43 Unrealized -33.9%
NEUBERGER ENGY INFRSTR & 0.0%
Value ($000) $157 Shares 18,309 Est. Cost $7.99 Unrealized
LYFT INC 0.0%
Value ($000) $36 Shares 30,000 Est. Cost $1.07 Unrealized
TDTT FLEXSHARES TR 0.0%
Value ($000) $212 Shares 8,800 Est. Cost $23.43 Unrealized
JMUB J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $686 Shares 13,540 Est. Cost $50.15 Unrealized
LIVANOVA PLC 0.0%
Value ($000) $27 Shares 23,000 Est. Cost $1.07 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,367 Shares 13,688 Est. Cost $86.12 Unrealized +14.7%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $220 Shares 19,783 Est. Cost $11.77 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $245 Shares 13,900 Est. Cost $17.72 Unrealized
TNGY TORTOISE CAPITAL SERIES 0.0%
Value ($000) $340 Shares 37,270 Est. Cost $9.17 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $339 Shares 2,424 Est. Cost $147.71 Unrealized -10.0%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $242 Shares 2,228 Est. Cost $108.79 Unrealized
ASO ACADEMY SPORTS & OUTDOORS 0.0%
Value ($000) $420 Shares 8,470 Est. Cost $51.55 Unrealized -4.0%
EARN ELLINGTON CREDIT COMPANY 0.0%
Value ($000) $88 Shares 16,589 Est. Cost $6.20 Unrealized
CLEARBRIDGE ENERGY MIDSTRM 0.0%
Value ($000) $217 Shares 4,857 Est. Cost $41.88 Unrealized
REPLIGEN CORP 0.0%
Value ($000) $20 Shares 18,000 Est. Cost $1.01 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $27 Shares 11,600 Est. Cost $0.97 Unrealized +196.6%
AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $0.97 Unrealized
CGW INVESCO EXCH TRADED FD TR 0.0%
Value ($000) $224 Shares 3,526 Est. Cost $62.50 Unrealized
FIXD FIRST TR EXCHNG TRADED FD 0.0%
Value ($000) $293 Shares 6,559 Est. Cost $44.42 Unrealized
MERITAGE HOMES CORP 0.0%
Value ($000) $28 Shares 28,000 Est. Cost $0.97 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $105 Shares 13,764 Est. Cost $9.29 Unrealized -22.2%
BLACKLINE INC 0.0%
Value ($000) $35 Shares 33,000 Est. Cost $1.04 Unrealized
ON SEMICONDUCTOR CORP 0.0%
Value ($000) $36 Shares 38,000 Est. Cost $0.94 Unrealized
BOX INC 0.0%
Value ($000) $33 Shares 34,000 Est. Cost $1.01 Unrealized
FORD MTR CO 0.0%
Value ($000) $31 Shares 30,000 Est. Cost $1.01 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $72 Shares 27,015 Est. Cost $2.66 Unrealized
AMPHASTAR PHARMACEUTICALS 0.0%
Value ($000) $34 Shares 37,000 Est. Cost $0.87 Unrealized
JCPB J P MORGAN EXCHANGE TRADED 0.0%
Value ($000) $303 Shares 6,352 Est. Cost $45.86 Unrealized
ALLIANT ENERGY CORP 0.0%
Value ($000) $25 Shares 24,000 Est. Cost $0.99 Unrealized
PPL CAP FDG INC 0.0%
Value ($000) $19 Shares 17,000 Est. Cost $0.96 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $363 Shares 9,503 Est. Cost $30.40 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $439 Shares 9,243 Est. Cost $47.52 Unrealized
JBT MAREL CORPORATION 0.0%
Value ($000) $23 Shares 22,000 Est. Cost $0.91 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,299 Shares 9,135 Est. Cost $118.62 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $358 Shares 3,633 Est. Cost $97.30 Unrealized
VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $35 Shares 39,000 Est. Cost $0.90 Unrealized
GREENBRIER COS INC 0.0%
Value ($000) $23 Shares 21,000 Est. Cost $1.07 Unrealized