Mutual Advisors, LLC Diversified Active

CIK: 0001694080 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 2, 2026

Total Value ($000): $4,665,776 (100.0% shares, 0.0% debt)

Holdings (1,290)

New Positions (82)

HNGE HINGE HEALTH INC 0.1%
Value ($000) $6,039 Shares 130,003 Est. Cost $48.16 Unrealized 0.0%
LQTI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,570 Shares 177,445 Est. Cost $20.12 Unrealized
UL UNILEVER PLC 0.1%
Value ($000) $3,450 Shares 52,747 Est. Cost $65.40 Unrealized
PHYL PGIM ETF TR 0.1%
Value ($000) $2,772 Shares 78,129 Est. Cost $35.48 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $1,766 Shares 117,710 Est. Cost $15.00 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $1,341 Shares 13,797 Est. Cost $97.21 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $1,305 Shares 44,453 Est. Cost $29.37 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $1,301 Shares 54,949 Est. Cost $23.67 Unrealized
FDIV EA SERIES TRUST 0.0%
Value ($000) $1,287 Shares 47,505 Est. Cost $27.09 Unrealized
GOLD GOLD COM INC 0.0%
Value ($000) $1,027 Shares 30,149 Est. Cost $28.56 Unrealized 0.0%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $1,018 Shares 34,291 Est. Cost $29.35 Unrealized 0.0%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $984 Shares 57,497 Est. Cost $19.06 Unrealized 0.0%
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $939 Shares 26,851 Est. Cost $34.96 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $886 Shares 13,654 Est. Cost $64.86 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $863 Shares 21,788 Est. Cost $44.24 Unrealized 0.0%
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $827 Shares 15,091 Est. Cost $54.83 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $806 Shares 7,325 Est. Cost $110.02 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $767 Shares 25,191 Est. Cost $30.45 Unrealized
CWK CUSHMAN AND WAKEFIELD LTD 0.0%
Value ($000) $737 Shares 45,498 Est. Cost $15.85 Unrealized 0.0%
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $703 Shares 36,757 Est. Cost $17.99 Unrealized 0.0%
EWJ ISHARES INC 0.0%
Value ($000) $685 Shares 8,478 Est. Cost $80.74 Unrealized
TUR ISHARES INC 0.0%
Value ($000) $678 Shares 19,706 Est. Cost $34.42 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $611 Shares 11,336 Est. Cost $53.93 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $603 Shares 9,217 Est. Cost $63.23 Unrealized 0.0%
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $603 Shares 5,705 Est. Cost $105.65 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $595 Shares 7,015 Est. Cost $84.86 Unrealized
FTMS PUTNAM ETF TRUST 0.0%
Value ($000) $571 Shares 57,531 Est. Cost $9.93 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $543 Shares 2,912 Est. Cost $186.43 Unrealized
XAGG MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $494 Shares 9,800 Est. Cost $50.41 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $483 Shares 11,078 Est. Cost $46.41 Unrealized 0.0%
IDX VANECK ETF TRUST 0.0%
Value ($000) $451 Shares 27,340 Est. Cost $16.51 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $420 Shares 10,582 Est. Cost $39.72 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $415 Shares 5,081 Est. Cost $84.91 Unrealized 0.0%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $404 Shares 9,488 Est. Cost $42.56 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $396 Shares 1,629 Est. Cost $250.80 Unrealized 0.0%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $352 Shares 5,378 Est. Cost $65.51 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $345 Shares 8,263 Est. Cost $41.78 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $331 Shares 3,439 Est. Cost $96.12 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $323 Shares 8,546 Est. Cost $37.82 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value ($000) $314 Shares 10,828 Est. Cost $25.60 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $307 Shares 10,421 Est. Cost $29.48 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $298 Shares 10,650 Est. Cost $28.00 Unrealized
JD JD.COM INC 0.0%
Value ($000) $296 Shares 10,324 Est. Cost $28.70 Unrealized
CVIE MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $270 Shares 3,788 Est. Cost $71.30 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $257 Shares 1,022 Est. Cost $251.21 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $254 Shares 3,007 Est. Cost $88.51 Unrealized 0.0%
HRI HERC HLDGS INC 0.0%
Value ($000) $251 Shares 1,692 Est. Cost $135.97 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $238 Shares 1,680 Est. Cost $113.25 Unrealized 0.0%
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $236 Shares 11,117 Est. Cost $21.23 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $229 Shares 7,206 Est. Cost $31.77 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $228 Shares 6,011 Est. Cost $38.00 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $227 Shares 2,298 Est. Cost $96.76 Unrealized 0.0%
EMNT PIMCO ETF TR 0.0%
Value ($000) $227 Shares 2,298 Est. Cost $98.57 Unrealized
HYXF ISHARES TR 0.0%
Value ($000) $226 Shares 4,791 Est. Cost $47.26 Unrealized
GRNB VANECK ETF TRUST 0.0%
Value ($000) $226 Shares 9,298 Est. Cost $24.34 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $226 Shares 8,308 Est. Cost $40.53 Unrealized 0.0%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $225 Shares 15,993 Est. Cost $14.10 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $225 Shares 13,323 Est. Cost $17.37 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $218 Shares 829 Est. Cost $265.71 Unrealized 0.0%
MGEE MGE ENERGY INC 0.0%
Value ($000) $216 Shares 2,756 Est. Cost $81.88 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $216 Shares 1,514 Est. Cost $143.72 Unrealized 0.0%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $214 Shares 1,590 Est. Cost $134.31 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $213 Shares 2,188 Est. Cost $97.22 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $211 Shares 3,606 Est. Cost $54.46 Unrealized 0.0%
ALBEMARLE CORP 0.0%
Value ($000) $211 Shares 3,551 Est. Cost $59.38 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $210 Shares 7,707 Est. Cost $27.21 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $206 Shares 5,655 Est. Cost $36.38 Unrealized
EATON VANCE MUN INCOME 2028 0.0%
Value ($000) $204 Shares 10,883 Est. Cost $18.70 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $203 Shares 1,680 Est. Cost $120.79 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $202 Shares 839 Est. Cost $234.27 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $201 Shares 2,349 Est. Cost $79.68 Unrealized 0.0%
IGEB ISHARES TR 0.0%
Value ($000) $200 Shares 4,391 Est. Cost $45.66 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value ($000) $178 Shares 26,120 Est. Cost $8.31 Unrealized 0.0%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $176 Shares 13,218 Est. Cost $13.75 Unrealized 0.0%
MTA METALLA RTY & STREAMING LTD 0.0%
Value ($000) $169 Shares 21,670 Est. Cost $7.19 Unrealized 0.0%
EGY VAALCO ENERGY INC 0.0%
Value ($000) $126 Shares 34,669 Est. Cost $3.66 Unrealized 0.0%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $108 Shares 12,709 Est. Cost $8.98 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $101 Shares 11,148 Est. Cost $9.06 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $94 Shares 12,407 Est. Cost $7.54 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $82 Shares 17,152 Est. Cost $4.80 Unrealized
MFS HIGH YIELD MUN TR 0.0%
Value ($000) $74 Shares 20,998 Est. Cost $3.51 Unrealized
RMTI ROCKWELL MED INC 0.0%
Value ($000) $10 Shares 12,000 Est. Cost $1.01 Unrealized 0.0%

Increased Positions (478)

AGG ISHARES TR 0.5%
Value ($000) $25,338 (+118.7%) Shares 253,683 (+121.3%) Est. Cost $99.78 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $177,834 (+6.9%) Shares 654,138 (+2.1%) Est. Cost $121.60 Unrealized +120.7%
IGIB ISHARES TR 1.1%
Value ($000) $49,249 (+25.1%) Shares 914,056 (+26.3%) Est. Cost $54.36 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $43,307 (+25.4%) Shares 138,362 (+1.4%) Est. Cost $121.31 Unrealized +135.4%
SPY SPDR S&P 500 ETF TR 5.8%
Value ($000) $269,335 (+3.3%) Shares 394,965 (+1.7%) Est. Cost $432.58 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $11,741 (+66.1%) Shares 509,904 (+68.0%) Est. Cost $22.97 Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value ($000) $6,194 (+274.2%) Shares 186,000 (+293.2%) Est. Cost $31.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $105,884 (+4.4%) Shares 210,651 (+1.8%) Est. Cost $291.90 Unrealized +70.4%
ORCL ORACLE CORP 0.2%
Value ($000) $11,353 (-25.4%) Shares 58,245 (+7.2%) Est. Cost $72.35 Unrealized +229.0%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $48,856 (+8.3%) Shares 782,065 (+5.8%) Est. Cost $42.79 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $7,323 (+98.0%) Shares 159,901 (+64.6%) Est. Cost $31.38 Unrealized
IEF ISHARES TR 4.3%
Value ($000) $202,834 (+1.5%) Shares 2,109,337 (+2.9%) Est. Cost $95.31 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $108,106 (-2.7%) Shares 223,534 (+4.7%) Est. Cost $212.78 Unrealized +135.3%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $64,815 (+4.7%) Shares 347,535 (+2.3%) Est. Cost $103.51 Unrealized +79.8%
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $59,231 (+5.0%) Shares 94,448 (+3.3%) Est. Cost $389.88 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $13,282 (-16.5%) Shares 141,659 (+891.7%) Est. Cost $101.50 Unrealized +6.2%
GLD SPDR GOLD TR 0.3%
Value ($000) $13,406 (+23.5%) Shares 33,827 (+18.0%) Est. Cost $255.43 Unrealized
PYLD PIMCO ETF TR 0.3%
Value ($000) $15,874 (+17.3%) Shares 594,973 (+18.4%) Est. Cost $26.38 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $13,156 (+21.1%) Shares 162,082 (+15.7%) Est. Cost $64.65 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $9,599 (+31.2%) Shares 203,887 (+31.7%) Est. Cost $47.63 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $9,164 (+29.6%) Shares 44,736 (+27.5%) Est. Cost $179.01 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $9,256 (-16.1%) Shares 186,429 (+5.8%) Est. Cost $48.27 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $15,093 (+13.3%) Shares 340,395 (+4.0%) Est. Cost $32.72 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $33,839 (-4.9%) Shares 51,264 (+5.7%) Est. Cost $307.51 Unrealized +117.0%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $9,716 (+20.4%) Shares 163,906 (+18.0%) Est. Cost $54.34 Unrealized
QLTY GMO ETF TRUST 0.1%
Value ($000) $3,284 (+97.3%) Shares 85,381 (+91.7%) Est. Cost $34.01 Unrealized
QBUF INNOVATOR ETFS TRUST 0.2%
Value ($000) $8,797 (+22.5%) Shares 300,092 (+21.1%) Est. Cost $26.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $30,496 (+5.5%) Shares 567,270 (+7.7%) Est. Cost $42.04 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $8,300 (+22.1%) Shares 78,853 (+1.1%) Est. Cost $62.34 Unrealized +49.6%
BALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $9,518 (+18.2%) Shares 284,038 (+16.1%) Est. Cost $30.72 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $1,880 (+341.1%) Shares 20,947 (+345.4%) Est. Cost $89.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $7,434 (+23.7%) Shares 182,525 (+16.6%) Est. Cost $37.04 Unrealized +9.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,716 (+61.9%) Shares 46,605 (+62.5%) Est. Cost $78.80 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,379 (+35.0%) Shares 45,050 (+169.5%) Est. Cost $137.29 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $30,053 (+4.8%) Shares 89,637 (+3.5%) Est. Cost $213.32 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $3,704 (+59.0%) Shares 54,765 (+9.1%) Est. Cost $39.85 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $2,269 (-37.7%) Shares 14,809 (+282.0%) Est. Cost $163.95 Unrealized +4.6%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $3,114 (+75.1%) Shares 60,897 (+75.3%) Est. Cost $53.06 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $11,348 (+12.5%) Shares 89,150 (+4.7%) Est. Cost $86.91 Unrealized
SHYL DBX ETF TR 0.0%
Value ($000) $2,315 (+105.9%) Shares 51,471 (+107.0%) Est. Cost $45.09 Unrealized
FMTM EA SERIES TRUST 0.1%
Value ($000) $3,354 (+54.5%) Shares 104,355 (+45.6%) Est. Cost $27.34 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $2,037 (+135.8%) Shares 54,472 (+137.1%) Est. Cost $37.27 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $9,624 (+13.7%) Shares 211,746 (+12.6%) Est. Cost $39.18 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $17,348 (-6.2%) Shares 20,117 (+2.5%) Est. Cost $614.80 Unrealized +47.3%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $42,165 (+2.7%) Shares 68,638 (+2.1%) Est. Cost $364.34 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1,854 (+139.6%) Shares 22,965 (+138.3%) Est. Cost $74.41 Unrealized +1.8%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $5,974 (+21.9%) Shares 85,999 (+18.2%) Est. Cost $56.56 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $3,051 (+47.7%) Shares 19,940 (+49.6%) Est. Cost $154.31 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $11,940 (+8.7%) Shares 56,300 (+7.0%) Est. Cost $167.41 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1,846 (+106.4%) Shares 167,820 (+73.4%) Est. Cost $18.70 Unrealized -47.4%
IDV ISHARES TR 0.1%
Value ($000) $2,734 (+50.8%) Shares 69,304 (+42.0%) Est. Cost $31.83 Unrealized
CBSH COMMERCE BANCSHARES INC 0.6%
Value ($000) $25,786 (+3.5%) Shares 492,663 (+5.1%) Est. Cost $54.83 Unrealized -5.0%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $1,066 (+403.5%) Shares 13,362 (+413.5%) Est. Cost $81.12 Unrealized +2.1%
EWW ISHARES INC 0.0%
Value ($000) $1,388 (+157.3%) Shares 20,018 (+145.0%) Est. Cost $67.98 Unrealized
SHLD GLOBAL X FDS 0.0%
Value ($000) $1,258 (+200.3%) Shares 19,421 (+215.9%) Est. Cost $64.72 Unrealized
ISPY PROSHARES TR 0.0%
Value ($000) $1,216 (+210.1%) Shares 26,653 (+208.6%) Est. Cost $43.77 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $18,391 (+4.7%) Shares 413,560 (+5.0%) Est. Cost $39.28 Unrealized
SECT NORTHERN LTS FD TR IV 0.3%
Value ($000) $15,114 (+5.6%) Shares 234,209 (+4.1%) Est. Cost $46.34 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2,540 (+45.1%) Shares 67,084 (+45.7%) Est. Cost $37.35 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,417 (+21.7%) Shares 69,917 (+21.4%) Est. Cost $55.33 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $2,481 (+46.2%) Shares 14,495 (+26.0%) Est. Cost $94.46 Unrealized +64.5%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,699 (+82.9%) Shares 18,883 (+73.7%) Est. Cost $72.10 Unrealized
BA BOEING CO 0.1%
Value ($000) $5,642 (+15.7%) Shares 25,987 (+16.1%) Est. Cost $211.98 Unrealized -3.0%
XTEN BONDBLOXX ETF TRUST 0.1%
Value ($000) $2,417 (+46.2%) Shares 52,285 (+49.5%) Est. Cost $46.31 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $24,013 (+3.2%) Shares 125,729 (+1.2%) Est. Cost $148.66 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $11,871 (+6.7%) Shares 99,490 (+7.6%) Est. Cost $112.50 Unrealized
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $5,633 (+15.3%) Shares 106,752 (+16.6%) Est. Cost $52.59 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $5,869 (-11.0%) Shares 44,793 (+3.7%) Est. Cost $115.61 Unrealized +19.1%
SPYI NEOS ETF TRUST 0.1%
Value ($000) $3,540 (+25.2%) Shares 67,387 (+24.5%) Est. Cost $49.39 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,833 (+21.1%) Shares 100,018 (+18.9%) Est. Cost $35.28 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value ($000) $3,431 (+23.8%) Shares 49,178 (+12.8%) Est. Cost $44.88 Unrealized +27.7%
FDIG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,116 (-23.6%) Shares 54,915 (+4.4%) Est. Cost $52.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,236 (+17.9%) Shares 27,366 (+11.2%) Est. Cost $134.53 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $1,363 (+87.8%) Shares 8,525 (+89.1%) Est. Cost $118.40 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $16,448 (+3.9%) Shares 33,714 (+3.3%) Est. Cost $277.88 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1,475 (+72.0%) Shares 9,177 (+34.1%) Est. Cost $107.52 Unrealized +37.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1,758 (+52.4%) Shares 5,584 (+50.3%) Est. Cost $288.22 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $1,572 (+61.2%) Shares 9,317 (+47.7%) Est. Cost $141.48 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $1,344 (+79.4%) Shares 36,482 (+79.9%) Est. Cost $36.89 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $10,265 (+6.1%) Shares 235,209 (+3.7%) Est. Cost $35.18 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $6,804 (-7.9%) Shares 117,998 (+3.1%) Est. Cost $36.31 Unrealized +63.5%
EALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $9,136 (+6.8%) Shares 258,872 (+5.4%) Est. Cost $33.94 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $6,822 (+9.3%) Shares 135,201 (+9.5%) Est. Cost $50.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $5,384 (+11.6%) Shares 28,107 (+11.2%) Est. Cost $164.86 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $10,076 (+5.9%) Shares 22,664 (+4.4%) Est. Cost $274.58 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $9,642 (+6.1%) Shares 217,111 (+4.0%) Est. Cost $36.73 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $964 (+128.6%) Shares 9,952 (+127.9%) Est. Cost $92.93 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,290 (+67.3%) Shares 14,105 (+66.1%) Est. Cost $87.72 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $8,952 (+5.9%) Shares 222,521 (+4.9%) Est. Cost $34.80 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $4,560 (+12.2%) Shares 9,727 (+24.9%) Est. Cost $346.61 Unrealized +46.9%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $4,387 (+12.5%) Shares 31,098 (+11.1%) Est. Cost $125.26 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $8,041 (+6.3%) Shares 78,853 (+3.4%) Est. Cost $88.83 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $16,934 (+2.9%) Shares 357,640 (+4.0%) Est. Cost $46.61 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $4,415 (+11.7%) Shares 6,755 (+1.7%) Est. Cost $413.15 Unrealized +47.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,923 (-13.2%) Shares 15,871 (+1.3%) Est. Cost $156.91 Unrealized +28.6%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $2,075 (+27.2%) Shares 58,732 (+25.7%) Est. Cost $32.47 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,299 (+51.2%) Shares 11,417 (+50.2%) Est. Cost $96.61 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $7,672 (+6.0%) Shares 22,371 (+4.0%) Est. Cost $270.96 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,024 (+74.0%) Shares 40,961 (+73.8%) Est. Cost $23.05 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $3,606 (+13.7%) Shares 42,245 (+8.5%) Est. Cost $68.62 Unrealized
T AT&T INC 0.1%
Value ($000) $5,721 (+7.9%) Shares 230,329 (+7.0%) Est. Cost $16.06 Unrealized +57.4%
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $3,465 (+13.7%) Shares 89,869 (+12.0%) Est. Cost $33.97 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $10,490 (+4.1%) Shares 46,690 (+5.2%) Est. Cost $215.61 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $852 (-32.2%) Shares 11,901 (+16.8%) Est. Cost $115.87 Unrealized -12.5%
CPSL CALAMOS ETF TR 0.1%
Value ($000) $3,540 (+12.6%) Shares 130,125 (+11.7%) Est. Cost $26.99 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $4,980 (+8.6%) Shares 49,363 (+27.8%) Est. Cost $119.82 Unrealized -9.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2,196 (+21.5%) Shares 10,569 (+4.7%) Est. Cost $319.72 Unrealized -43.3%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $2,896 (+15.3%) Shares 84,524 (+13.1%) Est. Cost $27.74 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $24,205 (+1.6%) Shares 69,938 (+1.1%) Est. Cost $150.23 Unrealized +137.6%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $572 (+181.7%) Shares 3,976 (+195.6%) Est. Cost $143.16 Unrealized +7.4%
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $631 (+140.0%) Shares 6,920 (+144.4%) Est. Cost $78.39 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $11,016 (+3.4%) Shares 139,776 (+3.8%) Est. Cost $77.56 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $5,554 (+6.9%) Shares 18,276 (+2.3%) Est. Cost $210.08 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $801 (+80.6%) Shares 28,433 (+53.4%) Est. Cost $18.52 Unrealized +40.3%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $12,948 (+2.8%) Shares 255,934 (+3.1%) Est. Cost $50.32 Unrealized
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $1,117 (+46.4%) Shares 11,448 (+98.8%) Est. Cost $114.15 Unrealized +3.3%
NUE NUCOR CORP 0.0%
Value ($000) $2,167 (+19.4%) Shares 13,286 (+1.4%) Est. Cost $110.83 Unrealized +35.1%
IAGG ISHARES TR 0.0%
Value ($000) $1,080 (+48.1%) Shares 21,590 (+53.3%) Est. Cost $50.88 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $9,920 (-3.4%) Shares 28,829 (+8.1%) Est. Cost $258.66 Unrealized +41.0%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $1,305 (-20.7%) Shares 58,174 (+3.2%) Est. Cost $27.87 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $6,041 (+6.0%) Shares 37,661 (+4.2%) Est. Cost $77.53 Unrealized +98.1%
IEMG ISHARES INC 0.1%
Value ($000) $5,958 (+6.0%) Shares 88,637 (+6.6%) Est. Cost $54.24 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $3,958 (+9.3%) Shares 14,178 (+14.8%) Est. Cost $189.81 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $6,421 (+5.4%) Shares 62,619 (+3.8%) Est. Cost $79.04 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $754 (+76.8%) Shares 33,122 (+78.5%) Est. Cost $22.90 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,074 (+43.4%) Shares 26,683 (+44.9%) Est. Cost $40.54 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $719 (+80.1%) Shares 3,358 (+71.7%) Est. Cost $199.04 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $2,415 (+14.6%) Shares 13,602 (+2.8%) Est. Cost $89.10 Unrealized +86.8%
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,311 (+15.3%) Shares 62,685 (+13.6%) Est. Cost $33.18 Unrealized
MATX MATSON INC 0.0%
Value ($000) $936 (+48.4%) Shares 7,577 (+12.7%) Est. Cost $75.98 Unrealized +40.9%
IYH ISHARES TR 0.0%
Value ($000) $762 (+64.0%) Shares 11,701 (+55.0%) Est. Cost $89.99 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $499 (+146.8%) Shares 11,121 (+226.5%) Est. Cost $53.28 Unrealized +5.2%
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $889 (+49.8%) Shares 19,507 (+57.7%) Est. Cost $47.07 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,805 (+11.7%) Shares 30,097 (+1.2%) Est. Cost $54.85 Unrealized +57.9%
SHY ISHARES TR 0.2%
Value ($000) $7,478 (+4.0%) Shares 90,296 (+4.3%) Est. Cost $83.50 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $4,314 (+7.2%) Shares 78,657 (+4.8%) Est. Cost $48.33 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $854 (+51.0%) Shares 11,091 (+50.4%) Est. Cost $68.80 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $499 (+136.4%) Shares 2,457 (+95.9%) Est. Cost $148.22 Unrealized +25.2%
BXC BLUELINX HLDGS INC 0.0%
Value ($000) $1,450 (+24.3%) Shares 23,609 (+45.0%) Est. Cost $78.96 Unrealized -18.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,966 (+16.7%) Shares 39,951 (+3.5%) Est. Cost $39.70 Unrealized +15.4%
RTX RTX CORPORATION 0.2%
Value ($000) $8,158 (+3.4%) Shares 44,483 (+1.2%) Est. Cost $105.22 Unrealized +64.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,407 (+23.4%) Shares 17,296 (+1.4%) Est. Cost $35.66 Unrealized +97.4%
CLS CELESTICA INC 0.1%
Value ($000) $3,138 (+9.3%) Shares 10,616 (+4.5%) Est. Cost $205.92 Unrealized +46.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $633 (+72.2%) Shares 21,952 (+27.0%) Est. Cost $17.84 Unrealized +31.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1,217 (+27.5%) Shares 8,480 (+14.1%) Est. Cost $74.85 Unrealized +77.4%
IXUS ISHARES TR 0.0%
Value ($000) $1,791 (+16.7%) Shares 21,161 (+15.8%) Est. Cost $78.04 Unrealized
TLTW ISHARES TR 0.0%
Value ($000) $621 (+70.5%) Shares 27,375 (+79.9%) Est. Cost $22.68 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $4,760 (+5.7%) Shares 173,847 (+6.1%) Est. Cost $27.05 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $6,619 (+4.0%) Shares 84,986 (+5.1%) Est. Cost $78.10 Unrealized
GSK GSK PLC 0.0%
Value ($000) $1,021 (+32.1%) Shares 20,821 (+22.7%) Est. Cost $38.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,003 (+4.3%) Shares 38,696 (+4.1%) Est. Cost $112.97 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $7,784 (+3.2%) Shares 168,155 (+3.5%) Est. Cost $45.93 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,852 (+9.3%) Shares 7,710 (+4.9%) Est. Cost $167.83 Unrealized +112.7%
RING ISHARES INC 0.0%
Value ($000) $581 (+69.4%) Shares 7,886 (+45.8%) Est. Cost $66.61 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,698 (+9.7%) Shares 36,126 (+9.6%) Est. Cost $74.63 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $682 (+53.2%) Shares 15,720 (+49.6%) Est. Cost $40.47 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $2,700 (+9.6%) Shares 17,576 (+1.6%) Est. Cost $71.34 Unrealized +107.0%
BLK BLACKROCK INC 0.1%
Value ($000) $3,597 (+6.9%) Shares 3,360 (+12.3%) Est. Cost $1001.55 Unrealized +8.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,936 (+13.5%) Shares 20,682 (+9.3%) Est. Cost $86.15 Unrealized +4.5%
GSY INVESCO ACTIVELY MANAGED EXC 0.3%
Value ($000) $12,497 (+1.9%) Shares 248,690 (+1.8%) Est. Cost $50.15 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $6,733 (+3.4%) Shares 27,353 (+3.5%) Est. Cost $216.24 Unrealized
CANQ CALAMOS ETF TR 0.2%
Value ($000) $9,251 (+2.5%) Shares 310,729 (+3.8%) Est. Cost $30.15 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $464 (+91.6%) Shares 3,688 (+134.8%) Est. Cost $123.95 Unrealized +13.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $2,292 (-8.8%) Shares 7,979 (+197.6%) Est. Cost $272.92 Unrealized +11.8%
GWW WW GRAINGER INC 0.0%
Value ($000) $860 (+34.5%) Shares 852 (+28.5%) Est. Cost $969.25 Unrealized -0.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $3,322 (+7.1%) Shares 78,075 (+2.3%) Est. Cost $27.78 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $3,422 (+6.8%) Shares 38,206 (+6.0%) Est. Cost $69.60 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $549 (+63.0%) Shares 3,484 (+60.7%) Est. Cost $156.31 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $769 (+38.1%) Shares 5,288 (+25.1%) Est. Cost $174.47 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $364 (+136.9%) Shares 27,499 (+142.8%) Est. Cost $13.66 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,695 (+14.2%) Shares 6,597 (+1.5%) Est. Cost $140.84 Unrealized +70.0%
INDA ISHARES TR 0.0%
Value ($000) $685 (+44.2%) Shares 12,681 (+46.1%) Est. Cost $53.88 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $2,135 (+10.8%) Shares 177,633 (+9.1%) Est. Cost $13.89 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $3,020 (+7.4%) Shares 109,842 (+2.5%) Est. Cost $15.72 Unrealized +71.1%
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $950 (+28.0%) Shares 28,792 (+29.6%) Est. Cost $33.32 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $733 (+38.1%) Shares 14,964 (+36.0%) Est. Cost $45.53 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $1,302 (+18.2%) Shares 36,530 (+16.2%) Est. Cost $32.32 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,526 (+15.0%) Shares 13,235 (+15.9%) Est. Cost $87.20 Unrealized +35.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,080 (+22.5%) Shares 4,011 (+27.5%) Est. Cost $214.07 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,304 (+17.8%) Shares 26,775 (+18.8%) Est. Cost $49.04 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $589 (+49.6%) Shares 2,830 (+39.8%) Est. Cost $175.14 Unrealized +16.5%
LEA LEAR CORP 0.0%
Value ($000) $1,140 (+20.2%) Shares 9,950 (+5.7%) Est. Cost $96.53 Unrealized +10.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $689 (+38.5%) Shares 11,798 (+65.3%) Est. Cost $116.28 Unrealized -44.2%
FESM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $6,119 (+3.2%) Shares 161,973 (+1.7%) Est. Cost $37.22 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $462 (+69.1%) Shares 18,296 (+69.8%) Est. Cost $25.30 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $6,071 (+3.2%) Shares 243,826 (+2.2%) Est. Cost $27.34 Unrealized -8.4%
POCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $753 (+32.9%) Shares 17,134 (+31.1%) Est. Cost $36.99 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $910 (+25.6%) Shares 13,605 (+29.8%) Est. Cost $80.69 Unrealized
WNC WABASH NATL CORP 0.0%
Value ($000) $1,001 (+22.3%) Shares 115,720 (+26.0%) Est. Cost $11.16 Unrealized -22.5%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $7,077 (+2.6%) Shares 204,252 (+2.6%) Est. Cost $25.48 Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $9,937 (+1.9%) Shares 232,220 (+2.5%) Est. Cost $28.68 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $902 (+25.1%) Shares 17,768 (+1.5%) Est. Cost $36.60 Unrealized +18.3%
DUKZ NORTHERN LIGHTS FD TR 0.0%
Value ($000) $402 (+80.8%) Shares 15,917 (+83.4%) Est. Cost $25.48 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $660 (+37.1%) Shares 6,288 (+41.1%) Est. Cost $117.51 Unrealized -8.8%
MINO PIMCO ETF TR 0.0%
Value ($000) $386 (+85.1%) Shares 8,516 (+86.7%) Est. Cost $45.53 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,434 (-6.7%) Shares 20,767 (+1.3%) Est. Cost $83.37 Unrealized +45.8%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $490 (+55.0%) Shares 2,129 (+59.5%) Est. Cost $207.49 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $530 (+48.8%) Shares 10,351 (+44.1%) Est. Cost $40.69 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $701 (+32.8%) Shares 1,492 (+29.0%) Est. Cost $401.78 Unrealized +10.6%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $1,527 (+12.7%) Shares 41,471 (+8.6%) Est. Cost $34.08 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $7,872 (+2.2%) Shares 34,452 (+2.1%) Est. Cost $91.92 Unrealized +147.5%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $674 (+33.4%) Shares 11,169 (+27.3%) Est. Cost $44.42 Unrealized +32.7%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $2,541 (+7.0%) Shares 6,156 (+5.6%) Est. Cost $289.67 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $1,887 (+9.4%) Shares 37,111 (+9.7%) Est. Cost $51.00 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $7,445 (+2.2%) Shares 283,828 (+1.1%) Est. Cost $32.61 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $635 (+34.0%) Shares 943 (+17.3%) Est. Cost $369.30 Unrealized +70.6%
SHV ISHARES TR 0.1%
Value ($000) $6,600 (+2.5%) Shares 59,917 (+2.7%) Est. Cost $110.27 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $4,184 (+4.0%) Shares 43,552 (+2.0%) Est. Cost $81.90 Unrealized +18.6%
PULS PGIM ETF TR 0.1%
Value ($000) $3,679 (+4.6%) Shares 74,197 (+4.9%) Est. Cost $49.59 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $2,739 (+6.2%) Shares 2,254 (+1.3%) Est. Cost $319.02 Unrealized +267.3%
IWP ISHARES TR 0.1%
Value ($000) $3,090 (+5.3%) Shares 22,566 (+10.2%) Est. Cost $120.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,877 (+2.7%) Shares 131,453 (+104.4%) Est. Cost $61.56 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $760 (+25.8%) Shares 5,253 (+6.9%) Est. Cost $140.22 Unrealized -5.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $14,004 (-1.1%) Shares 91,883 (+1.6%) Est. Cost $101.89 Unrealized +48.6%
PSTG PURE STORAGE INC 0.0%
Value ($000) $562 (-21.7%) Shares 8,383 (+9.5%) Est. Cost $60.00 Unrealized +39.2%
MPLX MPLX LP 0.0%
Value ($000) $1,044 (+17.4%) Shares 19,561 (+11.9%) Est. Cost $44.50 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $787 (+23.9%) Shares 895 (+8.0%) Est. Cost $526.00 Unrealized +55.5%
PBF PBF ENERGY INC 0.0%
Value ($000) $1,219 (+14.0%) Shares 44,931 (+43.4%) Est. Cost $30.50 Unrealized +5.0%
SDIV GLOBAL X FDS 0.0%
Value ($000) $415 (+55.5%) Shares 17,250 (+53.3%) Est. Cost $23.81 Unrealized
CNEQ THE ALGER ETF TRUST 0.0%
Value ($000) $727 (+25.3%) Shares 21,145 (+26.0%) Est. Cost $34.53 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $3,564 (+4.3%) Shares 36,254 (+2.9%) Est. Cost $73.64 Unrealized
SJNK SPDR SERIES TRUST 0.1%
Value ($000) $5,439 (+2.8%) Shares 214,810 (+3.2%) Est. Cost $25.44 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $1,242 (-10.4%) Shares 105,634 (+1.9%) Est. Cost $13.39 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $577 (+32.3%) Shares 2,808 (+13.2%) Est. Cost $138.58 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value ($000) $1,385 (+11.2%) Shares 28,447 (+11.7%) Est. Cost $43.92 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,827 (+8.1%) Shares 49,939 (+4.9%) Est. Cost $31.45 Unrealized
PCMM BONDBLOXX ETF TRUST 0.0%
Value ($000) $1,114 (+14.0%) Shares 22,226 (+14.4%) Est. Cost $50.27 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $11,061 (-1.2%) Shares 154,807 (+7.0%) Est. Cost $49.47 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $3,269 (+4.3%) Shares 8,754 (+3.0%) Est. Cost $266.92 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $596 (+28.9%) Shares 2,856 (+12.4%) Est. Cost $151.35 Unrealized +27.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2,227 (+6.2%) Shares 12,835 (+5.4%) Est. Cost $151.35 Unrealized +12.8%
RYI RYERSON HLDG CORP 0.0%
Value ($000) $1,188 (+12.1%) Shares 47,235 (+5.3%) Est. Cost $29.98 Unrealized -23.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $652 (+24.3%) Shares 2,690 (+12.8%) Est. Cost $193.30 Unrealized +14.9%
MUB ISHARES TR 0.0%
Value ($000) $2,155 (+6.2%) Shares 20,115 (+6.7%) Est. Cost $109.78 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $499 (-19.8%) Shares 7,305 (+1.4%) Est. Cost $63.56 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1,429 (+9.4%) Shares 28,408 (+1.5%) Est. Cost $40.17 Unrealized +15.1%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $10,958 (+1.1%) Shares 52,398 (+2.3%) Est. Cost $122.67 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,692 (+4.8%) Shares 36,594 (+3.5%) Est. Cost $57.65 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $306 (+67.3%) Shares 29,161 (+76.6%) Est. Cost $10.81 Unrealized
CSHI NEOS ETF TRUST 0.0%
Value ($000) $2,128 (+6.1%) Shares 42,799 (+6.0%) Est. Cost $49.67 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,044 (+13.2%) Shares 4,584 (+9.7%) Est. Cost $134.61 Unrealized +57.7%
EFA ISHARES TR 0.1%
Value ($000) $3,398 (+3.7%) Shares 35,381 (+2.5%) Est. Cost $80.77 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,170 (+3.0%) Shares 97,670 (+117.9%) Est. Cost $56.60 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $540 (+28.3%) Shares 22,697 (+25.0%) Est. Cost $23.27 Unrealized -0.2%
IUSG ISHARES TR 0.0%
Value ($000) $1,036 (+13.0%) Shares 6,168 (+11.4%) Est. Cost $136.79 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $765 (+18.4%) Shares 51,192 (+29.2%) Est. Cost $18.13 Unrealized -13.7%
CGIC CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $1,995 (+6.2%) Shares 61,377 (+1.7%) Est. Cost $28.22 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $3,276 (+3.7%) Shares 91,208 (+2.4%) Est. Cost $28.33 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $449 (+34.6%) Shares 8,498 (+33.6%) Est. Cost $52.51 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $341 (+51.0%) Shares 18,498 (+50.4%) Est. Cost $16.94 Unrealized +7.6%
IEFA ISHARES TR 0.1%
Value ($000) $3,608 (+3.3%) Shares 40,330 (+2.2%) Est. Cost $69.59 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1,666 (+7.3%) Shares 21,653 (+22.7%) Est. Cost $80.82 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $298 (+61.6%) Shares 16,725 (+59.0%) Est. Cost $17.64 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $961 (+13.2%) Shares 7,650 (+26.1%) Est. Cost $130.72 Unrealized -2.1%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,523 (+4.6%) Shares 35,547 (+2.7%) Est. Cost $69.73 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $594 (+23.1%) Shares 18,270 (+18.9%) Est. Cost $22.53 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $2,549 (+4.6%) Shares 9,204 (+4.3%) Est. Cost $227.01 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $5,480 (+2.1%) Shares 94,294 (+2.1%) Est. Cost $54.41 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $976 (+12.6%) Shares 30,967 (+11.7%) Est. Cost $37.22 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $494 (-18.0%) Shares 6,103 (+30.7%) Est. Cost $54.74 Unrealized +94.0%
NULV NUSHARES ETF TR 0.0%
Value ($000) $389 (+38.0%) Shares 8,634 (+35.5%) Est. Cost $44.47 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,148 (+10.2%) Shares 11,494 (+4.4%) Est. Cost $63.27 Unrealized +49.7%
CSX CSX CORP 0.0%
Value ($000) $982 (+11.6%) Shares 27,103 (+9.4%) Est. Cost $33.26 Unrealized +7.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $3,512 (+3.0%) Shares 21,816 (+6.8%) Est. Cost $54.85 Unrealized +192.7%
ETN EATON CORP PLC 0.1%
Value ($000) $3,631 (+2.8%) Shares 11,401 (+20.2%) Est. Cost $280.33 Unrealized +26.4%
RY ROYAL BK CDA 0.0%
Value ($000) $303 (+48.4%) Shares 1,777 (+28.4%) Est. Cost $125.67 Unrealized +22.2%
ADBE ADOBE INC 0.1%
Value ($000) $5,942 (+1.7%) Shares 16,977 (+2.9%) Est. Cost $440.79 Unrealized -22.8%
KO COCA COLA CO 0.1%
Value ($000) $4,789 (+2.1%) Shares 68,506 (+2.1%) Est. Cost $52.43 Unrealized +32.4%
DGRW WISDOMTREE TR 0.0%
Value ($000) $738 (+15.3%) Shares 8,252 (+15.3%) Est. Cost $67.84 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $412 (+30.8%) Shares 11,415 (+52.1%) Est. Cost $42.12 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $10,453 (+0.9%) Shares 428,919 (+1.2%) Est. Cost $33.49 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $1,919 (+5.3%) Shares 17,404 (+2.7%) Est. Cost $72.44 Unrealized +51.6%
RIO RIO TINTO PLC 0.0%
Value ($000) $659 (+17.0%) Shares 8,239 (+3.3%) Est. Cost $62.37 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $784 (+13.9%) Shares 7,236 (+19.7%) Est. Cost $104.07 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $302 (+44.9%) Shares 12,779 (+53.1%) Est. Cost $24.51 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value ($000) $1,246 (-7.0%) Shares 35,452 (+6.6%) Est. Cost $23.14 Unrealized +71.7%
AIQ GLOBAL X FDS 0.0%
Value ($000) $1,615 (+5.9%) Shares 31,754 (+6.3%) Est. Cost $47.80 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $321 (+38.6%) Shares 10,849 (+42.1%) Est. Cost $30.07 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $1,881 (-4.5%) Shares 9,543 (+5.2%) Est. Cost $191.06 Unrealized +10.7%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $399 (+27.6%) Shares 12,097 (+20.4%) Est. Cost $26.63 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $2,194 (+4.1%) Shares 30,572 (+2.9%) Est. Cost $57.48 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,441 (+2.5%) Shares 50,852 (+3.5%) Est. Cost $68.29 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $4,650 (+1.9%) Shares 55,524 (+2.9%) Est. Cost $82.36 Unrealized
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value ($000) $477 (+21.2%) Shares 16,556 (+19.6%) Est. Cost $28.51 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $413 (-16.6%) Shares 3,121 (+1.3%) Est. Cost $107.17 Unrealized +36.6%
MET METLIFE INC 0.0%
Value ($000) $792 (+11.2%) Shares 10,038 (+10.2%) Est. Cost $63.61 Unrealized +24.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,317 (+6.5%) Shares 246 (+1.2%) Est. Cost $3023.00 Unrealized +70.0%
BUYW NORTHERN LTS FD TR IV 0.0%
Value ($000) $740 (+12.1%) Shares 51,668 (+11.7%) Est. Cost $13.06 Unrealized
EATON VANCE NATL MUN OPPORT 0.0%
Value ($000) $247 (+47.5%) Shares 14,600 (+46.0%) Est. Cost $20.43 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $875 (+10.0%) Shares 19,812 (+10.4%) Est. Cost $35.32 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $3,653 (+2.1%) Shares 11,858 (+1.5%) Est. Cost $82.00 Unrealized +266.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1,163 (+6.8%) Shares 14,488 (+10.1%) Est. Cost $81.58 Unrealized -0.6%
SPMB SPDR SERIES TRUST 0.1%
Value ($000) $3,963 (+1.9%) Shares 176,787 (+2.8%) Est. Cost $22.06 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,429 (-4.9%) Shares 8,775 (+1.2%) Est. Cost $102.89 Unrealized +64.1%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $1,225 (-5.6%) Shares 95,119 (+1.1%) Est. Cost $15.09 Unrealized
RYLD GLOBAL X FDS 0.0%
Value ($000) $264 (+38.1%) Shares 17,250 (+38.6%) Est. Cost $15.34 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $824 (+9.4%) Shares 4,222 (+1.5%) Est. Cost $113.93 Unrealized +59.6%
QYLD GLOBAL X FDS 0.0%
Value ($000) $1,410 (+5.2%) Shares 79,786 (+3.0%) Est. Cost $17.46 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,551 (-2.7%) Shares 9,918 (+6.5%) Est. Cost $192.41 Unrealized +37.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,380 (+3.0%) Shares 10,832 (+1.3%) Est. Cost $130.78 Unrealized +62.5%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $678 (+11.4%) Shares 11,983 (+2.0%) Est. Cost $42.30 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $345 (+25.0%) Shares 3,033 (+5.6%) Est. Cost $96.99 Unrealized
GLW CORNING INC 0.0%
Value ($000) $670 (+11.3%) Shares 7,653 (+9.1%) Est. Cost $51.53 Unrealized +66.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $7,581 (-0.9%) Shares 52,899 (+5.3%) Est. Cost $103.71 Unrealized +41.9%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,513 (+4.7%) Shares 46,015 (+1.7%) Est. Cost $28.56 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $334 (+25.3%) Shares 1,213 (+3.1%) Est. Cost $172.36 Unrealized +50.2%
MYMF SSGA ACTIVE TR 0.0%
Value ($000) $270 (+33.2%) Shares 10,839 (+33.3%) Est. Cost $24.87 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $5,481 (+1.2%) Shares 97,239 (+8.2%) Est. Cost $49.11 Unrealized +16.8%
MYMG SSGA ACTIVE TR 0.0%
Value ($000) $274 (+32.0%) Shares 11,084 (+32.2%) Est. Cost $24.71 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $475 (+16.1%) Shares 1,751 (+4.2%) Est. Cost $174.74 Unrealized +43.4%
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $399 (+19.7%) Shares 5,393 (+17.1%) Est. Cost $64.11 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $475 (-12.1%) Shares 11,114 (+2.8%) Est. Cost $41.85 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $2,469 (-2.5%) Shares 48,523 (+2.0%) Est. Cost $85.71 Unrealized
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $601 (+11.9%) Shares 12,130 (+9.1%) Est. Cost $41.74 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $982 (-6.1%) Shares 50,985 (+3.7%) Est. Cost $37.34 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $311 (+25.9%) Shares 1,002 (+9.4%) Est. Cost $203.30 Unrealized +40.3%
ALAI THE ALGER ETF TRUST 0.0%
Value ($000) $372 (+20.7%) Shares 10,309 (+23.5%) Est. Cost $36.80 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $1,030 (+6.6%) Shares 10,694 (+6.3%) Est. Cost $92.34 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $607 (-9.3%) Shares 12,139 (+2.2%) Est. Cost $53.21 Unrealized +0.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $698 (+9.4%) Shares 1,453 (+6.4%) Est. Cost $403.68 Unrealized
MEI METHODE ELECTRS INC 0.0%
Value ($000) $894 (+7.2%) Shares 134,649 (+16.4%) Est. Cost $7.18 Unrealized -2.1%
AOR ISHARES TR 0.0%
Value ($000) $1,754 (+3.5%) Shares 26,976 (+3.2%) Est. Cost $55.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $840 (-6.6%) Shares 22,706 (+5.5%) Est. Cost $59.03 Unrealized -38.7%
PPL PPL CORP 0.0%
Value ($000) $1,113 (-5.0%) Shares 31,769 (+1.3%) Est. Cost $23.95 Unrealized +49.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $594 (+11.0%) Shares 2,049 (+2.9%) Est. Cost $234.38 Unrealized +19.7%
WTBA WEST BANCORPORATION INC 0.0%
Value ($000) $640 (+9.9%) Shares 28,851 (+1.7%) Est. Cost $19.86 Unrealized +8.8%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,900 (+3.1%) Shares 58,351 (+2.5%) Est. Cost $25.41 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $453 (+14.4%) Shares 10,022 (+11.3%) Est. Cost $35.79 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $888 (-6.0%) Shares 20,516 (+1.7%) Est. Cost $62.96 Unrealized -29.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $547 (+11.5%) Shares 967 (+8.5%) Est. Cost $379.58 Unrealized +40.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $551 (-9.2%) Shares 3,562 (+3.0%) Est. Cost $127.58 Unrealized +27.9%
NDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $262 (+26.8%) Shares 9,439 (+24.8%) Est. Cost $27.39 Unrealized
PAX PATRIA INVESTMENTS LIMITED 0.0%
Value ($000) $332 (+19.9%) Shares 20,899 (+10.1%) Est. Cost $12.22 Unrealized +20.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,043 (+2.7%) Shares 10,473 (+16.2%) Est. Cost $162.33 Unrealized +20.1%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $471 (+12.9%) Shares 520 (+33.3%) Est. Cost $846.24 Unrealized +13.5%
IBDR ISHARES TR 0.0%
Value ($000) $492 (+12.2%) Shares 20,314 (+12.5%) Est. Cost $23.87 Unrealized
NE NOBLE CORP PLC 0.0%
Value ($000) $956 (-5.1%) Shares 33,868 (+2.3%) Est. Cost $25.56 Unrealized +14.4%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $306 (+19.8%) Shares 4,610 (+18.0%) Est. Cost $60.16 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $1,147 (+4.5%) Shares 9,660 (+5.8%) Est. Cost $109.10 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $370 (+15.5%) Shares 1,784 (+6.6%) Est. Cost $121.62 Unrealized +66.7%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $10,783 (+0.5%) Shares 223,157 (+3.6%) Est. Cost $50.16 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $318 (+18.3%) Shares 3,640 (+1.2%) Est. Cost $103.05 Unrealized -20.2%
DASH DOORDASH INC 0.0%
Value ($000) $537 (-8.3%) Shares 2,371 (+3.1%) Est. Cost $190.15 Unrealized +23.4%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $539 (+9.8%) Shares 13,599 (+8.2%) Est. Cost $38.20 Unrealized
IBHH ISHARES TR 0.2%
Value ($000) $7,368 (+0.7%) Shares 311,226 (+1.2%) Est. Cost $23.80 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $298 (+19.1%) Shares 4,442 (+17.7%) Est. Cost $58.13 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $570 (+9.2%) Shares 4,136 (+4.2%) Est. Cost $93.32 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $937 (-4.7%) Shares 10,538 (+5.3%) Est. Cost $105.35 Unrealized -13.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $664 (+7.3%) Shares 8,098 (+1.1%) Est. Cost $77.92 Unrealized -0.0%
QQQI NEOS ETF TRUST 0.0%
Value ($000) $293 (+17.8%) Shares 5,446 (+19.1%) Est. Cost $54.35 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $601 (+7.8%) Shares 48,516 (+2.1%) Est. Cost $8.83 Unrealized
BUXX EA SERIES TRUST 0.0%
Value ($000) $666 (+7.0%) Shares 32,916 (+7.5%) Est. Cost $20.34 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $1,737 (+2.5%) Shares 16,687 (+1.6%) Est. Cost $95.86 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $830 (+5.3%) Shares 4,725 (+14.1%) Est. Cost $163.95 Unrealized +10.0%
CME CME GROUP INC 0.0%
Value ($000) $806 (+5.4%) Shares 2,951 (+3.8%) Est. Cost $218.22 Unrealized +24.1%
ICF ISHARES TR 0.0%
Value ($000) $1,358 (-2.8%) Shares 22,765 (+1.5%) Est. Cost $72.45 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $345 (-10.2%) Shares 883 (+4.0%) Est. Cost $459.65 Unrealized -11.3%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $537 (+7.8%) Shares 11,456 (+7.7%) Est. Cost $42.33 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $800 (+5.0%) Shares 67,729 (+5.2%) Est. Cost $11.63 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $891 (+4.5%) Shares 83,843 (+3.5%) Est. Cost $9.33 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.0%
Value ($000) $1,407 (+2.8%) Shares 36,540 (+1.5%) Est. Cost $32.95 Unrealized
VAL VALARIS LTD 0.0%
Value ($000) $1,129 (-3.2%) Shares 22,400 (+8.1%) Est. Cost $42.85 Unrealized +25.3%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $522 (+7.7%) Shares 1,812 (+1.9%) Est. Cost $213.99 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,635 (+2.3%) Shares 32,507 (+2.8%) Est. Cost $51.17 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $271 (+15.3%) Shares 4,869 (+8.1%) Est. Cost $52.36 Unrealized
L LOEWS CORP 0.0%
Value ($000) $341 (+11.7%) Shares 3,242 (+6.0%) Est. Cost $88.50 Unrealized +16.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $257 (+16.2%) Shares 2,908 (+4.6%) Est. Cost $76.63 Unrealized +9.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,597 (+2.2%) Shares 30,224 (+10.5%) Est. Cost $60.70 Unrealized -8.5%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $629 (+5.8%) Shares 18,608 (+6.4%) Est. Cost $32.42 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $439 (+8.4%) Shares 4,555 (+9.0%) Est. Cost $79.74 Unrealized
PTNQ PACER FDS TR 0.0%
Value ($000) $242 (+16.2%) Shares 3,076 (+16.5%) Est. Cost $78.81 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,439 (+2.4%) Shares 29,283 (+2.0%) Est. Cost $51.61 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $576 (-5.5%) Shares 2,227 (+3.2%) Est. Cost $216.90 Unrealized +21.8%
NLR VANECK ETF TRUST 0.0%
Value ($000) $288 (+13.0%) Shares 2,321 (+30.2%) Est. Cost $138.71 Unrealized
TOPT ISHARES TR 0.0%
Value ($000) $310 (+12.0%) Shares 9,938 (+9.6%) Est. Cost $28.64 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $4,719 (-0.7%) Shares 32,881 (+4.8%) Est. Cost $141.08 Unrealized +3.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $255 (+13.7%) Shares 1,121 (+17.0%) Est. Cost $204.55 Unrealized +13.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $317 (+10.6%) Shares 11,221 (+6.5%) Est. Cost $20.92 Unrealized +25.7%
CORP PIMCO ETF TR 0.0%
Value ($000) $342 (+9.4%) Shares 3,494 (+11.1%) Est. Cost $99.23 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $261 (+12.4%) Shares 3,521 (+10.7%) Est. Cost $73.16 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $695 (-3.9%) Shares 90,728 (+2.0%) Est. Cost $9.03 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $1,359 (-2.0%) Shares 40,352 (+16.0%) Est. Cost $28.76 Unrealized +29.3%
SYY SYSCO CORP 0.0%
Value ($000) $684 (-3.8%) Shares 9,277 (+2.1%) Est. Cost $64.87 Unrealized +16.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $253 (+11.7%) Shares 3,665 (+2.1%) Est. Cost $67.66 Unrealized -0.9%
TFPN TIDAL TRUST II 0.0%
Value ($000) $324 (+8.8%) Shares 12,608 (+5.0%) Est. Cost $25.21 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $331 (+8.5%) Shares 5,511 (+6.4%) Est. Cost $47.88 Unrealized +25.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $821 (+3.3%) Shares 10,393 (+2.5%) Est. Cost $87.24 Unrealized -10.2%
DNN DENISON MINES CORP 0.0%
Value ($000) $71 (+56.4%) Shares 26,531 (+60.5%) Est. Cost $1.79 Unrealized +52.0%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $247 (+11.5%) Shares 5,029 (+11.8%) Est. Cost $49.25 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $2,325 (+1.1%) Shares 5,510 (+2.4%) Est. Cost $368.33 Unrealized +19.3%
MBB ISHARES TR 0.1%
Value ($000) $3,689 (+0.7%) Shares 38,737 (+1.3%) Est. Cost $96.14 Unrealized
IVES WEDBUSH SER TR 0.0%
Value ($000) $523 (+5.0%) Shares 16,534 (+10.7%) Est. Cost $33.17 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $521 (+5.0%) Shares 22,641 (+3.5%) Est. Cost $22.89 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 0.0%
Value ($000) $488 (+5.2%) Shares 15,421 (+3.5%) Est. Cost $30.37 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $303 (-7.4%) Shares 990 (+7.0%) Est. Cost $287.86 Unrealized +19.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $1,736 (-1.4%) Shares 10,900 (+1.5%) Est. Cost $150.16 Unrealized +10.1%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $335 (+7.3%) Shares 4,504 (+1.4%) Est. Cost $70.21 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $233 (+10.6%) Shares 8,559 (+13.4%) Est. Cost $27.87 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $119 (+21.6%) Shares 12,835 (+6.3%) Est. Cost $8.21 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $803 (+2.7%) Shares 2,290 (+1.4%) Est. Cost $363.07 Unrealized -7.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $382 (+5.7%) Shares 1,181 (+3.8%) Est. Cost $163.38 Unrealized +93.4%
CTVA CORTEVA INC 0.0%
Value ($000) $304 (+7.3%) Shares 4,537 (+1.6%) Est. Cost $50.54 Unrealized +27.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,080 (+1.9%) Shares 3,058 (+5.6%) Est. Cost $238.10 Unrealized +52.5%
MTUS METALLUS INC 0.0%
Value ($000) $1,133 (+1.8%) Shares 66,016 (+5.5%) Est. Cost $14.68 Unrealized +16.7%
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $342 (+6.2%) Shares 8,744 (+5.5%) Est. Cost $37.20 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $610 (+3.4%) Shares 15,453 (+1.9%) Est. Cost $39.95 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $389 (-4.8%) Shares 1,154 (+1.4%) Est. Cost $405.29 Unrealized -11.9%
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $588 (-3.2%) Shares 24,834 (+1.7%) Est. Cost $24.42 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $531 (+3.8%) Shares 18,616 (+1.4%) Est. Cost $26.49 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $415 (+4.8%) Shares 4,604 (+8.5%) Est. Cost $77.63 Unrealized
KR KROGER CO 0.0%
Value ($000) $250 (-7.1%) Shares 3,995 (+2.1%) Est. Cost $59.39 Unrealized +9.8%
HSY HERSHEY CO 0.0%
Value ($000) $387 (+5.1%) Shares 2,128 (+4.9%) Est. Cost $170.55 Unrealized +6.8%
SHYG ISHARES TR 0.0%
Value ($000) $914 (+2.1%) Shares 21,330 (+2.6%) Est. Cost $41.59 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $597 (+3.2%) Shares 7,243 (+1.5%) Est. Cost $69.03 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $496 (-3.6%) Shares 13,063 (+37.5%) Est. Cost $60.72 Unrealized -27.0%
ZJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $779 (+2.3%) Shares 26,806 (+1.4%) Est. Cost $28.81 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $16,145 (-0.1%) Shares 690,824 (+1.1%) Est. Cost $34.56 Unrealized
DYLG GLOBAL X FDS 0.0%
Value ($000) $328 (+5.6%) Shares 12,325 (+7.9%) Est. Cost $26.50 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,255 (+0.8%) Shares 28,085 (+4.5%) Est. Cost $65.90 Unrealized +25.2%
DFGP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $682 (+2.5%) Shares 12,613 (+5.2%) Est. Cost $53.92 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $663 (+2.6%) Shares 8,553 (+1.1%) Est. Cost $35.57 Unrealized +115.0%
LIN LINDE PLC 0.0%
Value ($000) $470 (-3.3%) Shares 1,102 (+2.0%) Est. Cost $369.61 Unrealized +15.6%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $16,908 (-0.1%) Shares 117,439 (+100.6%) Est. Cost $143.46 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $225 (-6.6%) Shares 3,052 (+1.7%) Est. Cost $66.33 Unrealized +18.0%
DOW DOW INC 0.0%
Value ($000) $406 (+4.0%) Shares 17,382 (+9.0%) Est. Cost $35.86 Unrealized -36.5%
ARKG ARK ETF TR 0.0%
Value ($000) $222 (-6.5%) Shares 7,651 (+1.3%) Est. Cost $26.04 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $370 (+4.2%) Shares 6,523 (+2.6%) Est. Cost $55.88 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $2,827 (+0.5%) Shares 106,618 (+1.7%) Est. Cost $26.38 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $613 (+2.5%) Shares 13,451 (+10.0%) Est. Cost $38.18 Unrealized +24.0%
JAJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $414 (+3.6%) Shares 14,261 (+2.5%) Est. Cost $28.78 Unrealized
DFVE DOUBLELINE ETF TRUST 0.0%
Value ($000) $262 (+5.7%) Shares 8,217 (+4.4%) Est. Cost $30.73 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $1,880 (-0.7%) Shares 29,218 (+4.7%) Est. Cost $67.01 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $248 (+5.8%) Shares 6,168 (+13.3%) Est. Cost $46.36 Unrealized -9.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $229 (+6.2%) Shares 3,572 (+2.1%) Est. Cost $50.53 Unrealized
TDSC EXCHANGE LISTED FDS TR 0.0%
Value ($000) $308 (+4.1%) Shares 12,199 (+4.1%) Est. Cost $22.99 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value ($000) $861 (+1.4%) Shares 17,940 (+1.6%) Est. Cost $48.36 Unrealized
UTES ETFIS SER TR I 0.0%
Value ($000) $495 (+2.4%) Shares 6,276 (+8.6%) Est. Cost $83.37 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $835 (-1.3%) Shares 23,044 (+1.8%) Est. Cost $31.43 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $1,136 (+0.9%) Shares 11,099 (+2.2%) Est. Cost $79.59 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $382 (-2.5%) Shares 1,222 (+5.2%) Est. Cost $248.79 Unrealized +31.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $229 (-4.0%) Shares 1,318 (+1.4%) Est. Cost $157.07 Unrealized +15.9%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $255 (-3.6%) Shares 9,147 (+7.4%) Est. Cost $31.79 Unrealized -5.4%
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $173 (-5.1%) Shares 17,229 (+2.0%) Est. Cost $13.78 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $886 (+1.0%) Shares 8,925 (+2.5%) Est. Cost $88.26 Unrealized +11.9%
BBRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $297 (-2.9%) Shares 3,206 (+1.2%) Est. Cost $93.76 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $659 (-1.3%) Shares 36,608 (+1.8%) Est. Cost $20.54 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $752 (+1.1%) Shares 7,883 (+8.5%) Est. Cost $76.57 Unrealized +28.0%
AEE AMEREN CORP 0.1%
Value ($000) $2,793 (-0.3%) Shares 27,967 (+4.2%) Est. Cost $76.62 Unrealized +33.1%
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $361 (+2.2%) Shares 5,016 (+4.1%) Est. Cost $68.05 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $2,354 (+0.3%) Shares 18,791 (+1.2%) Est. Cost $80.91 Unrealized +57.3%
SAP SAP SE 0.0%
Value ($000) $258 (-2.7%) Shares 1,063 (+11.5%) Est. Cost $275.16 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $228 (+3.1%) Shares 1,117 (+1.3%) Est. Cost $165.70 Unrealized +21.7%
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.0%
Value ($000) $260 (+2.7%) Shares 8,158 (+1.2%) Est. Cost $31.46 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $60 (-9.7%) Shares 30,200 (+9.0%) Est. Cost $3.40 Unrealized -33.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $288 (+2.2%) Shares 6,350 (+101.5%) Est. Cost $66.32 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $5,179 (+0.1%) Shares 74,490 (+4.0%) Est. Cost $74.21 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $577 (-1.0%) Shares 7,612 (+2.9%) Est. Cost $76.23 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $662 (-0.8%) Shares 9,013 (+2.2%) Est. Cost $60.66 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $234 (+2.4%) Shares 3,468 (+2.5%) Est. Cost $63.72 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $684 (+0.8%) Shares 7,871 (+17.7%) Est. Cost $55.24 Unrealized +90.2%
IWV ISHARES TR 0.0%
Value ($000) $220 (+2.3%) Shares 568 (+1.1%) Est. Cost $362.59 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $211 (+2.3%) Shares 20,687 (+5.8%) Est. Cost $10.38 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $308 (+1.6%) Shares 494 (+1.0%) Est. Cost $594.93 Unrealized +4.4%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $529 (+0.8%) Shares 5,165 (+3.4%) Est. Cost $105.09 Unrealized
APPF APPFOLIO INC 0.0%
Value ($000) $300 (-1.3%) Shares 1,288 (+1.6%) Est. Cost $189.63 Unrealized +25.3%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $226 (+1.8%) Shares 2,843 (+14.3%) Est. Cost $101.32 Unrealized -14.5%
HYDW DBX ETF TR 0.0%
Value ($000) $429 (+0.9%) Shares 9,087 (+1.2%) Est. Cost $46.21 Unrealized
DJIA GLOBAL X FDS 0.0%
Value ($000) $272 (+1.2%) Shares 12,380 (+1.0%) Est. Cost $21.97 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $859 (+0.3%) Shares 9,707 (+4.5%) Est. Cost $89.93 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $247 (-1.1%) Shares 1,381 (+4.2%) Est. Cost $157.89 Unrealized +18.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $523 (+0.5%) Shares 5,396 (+3.5%) Est. Cost $77.16 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $121 (+2.2%) Shares 12,075 (+3.2%) Est. Cost $11.39 Unrealized
RYLG GLOBAL X FDS 0.0%
Value ($000) $833 (-0.3%) Shares 37,640 (+3.4%) Est. Cost $20.83 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $208 (+1.1%) Shares 794 (+1.9%) Est. Cost $241.85 Unrealized +6.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $234 (+0.8%) Shares 20,791 (+3.5%) Est. Cost $13.51 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $574 (+0.3%) Shares 12,888 (+1.2%) Est. Cost $40.51 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $487 (+0.2%) Shares 19,412 (+1.0%) Est. Cost $24.89 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $172 (+0.2%) Shares 11,209 (+1.8%) Est. Cost $13.50 Unrealized

Exited Positions (69)

KDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $4,603 Shares 179,288 Est. Cost $25.67 Unrealized
UNILEVER PLC 0.1%
Value ($000) $3,618 Shares 58,057 Est. Cost $51.18 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,394 Shares 57,612 Est. Cost $58.10 Unrealized
YCS PROSHARES TR II 0.1%
Value ($000) $3,156 Shares 66,423 Est. Cost $47.52 Unrealized
IVOL KRANESHARES TRUST 0.1%
Value ($000) $3,053 Shares 156,307 Est. Cost $19.53 Unrealized
ETHT PROSHARES TR 0.0%
Value ($000) $1,543 Shares 20,747 Est. Cost $78.53 Unrealized
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $1,201 Shares 228,376 Est. Cost $9.38 Unrealized -61.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $1,129 Shares 41,003 Est. Cost $22.53 Unrealized +15.3%
RFIX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,026 Shares 23,594 Est. Cost $43.47 Unrealized
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $923 Shares 4,414 Est. Cost $186.60 Unrealized +16.6%
BITU PROSHARES TR 0.0%
Value ($000) $883 Shares 18,292 Est. Cost $44.61 Unrealized
CUSHMAN WAKEFIELD PLC 0.0%
Value ($000) $745 Shares 44,324 Est. Cost $11.88 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $704 Shares 11,250 Est. Cost $62.93 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $586 Shares 30,497 Est. Cost $20.43 Unrealized -13.7%
TMFM RBB FD INC 0.0%
Value ($000) $441 Shares 17,709 Est. Cost $26.80 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $437 Shares 2,960 Est. Cost $138.06 Unrealized +4.0%
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $397 Shares 9,214 Est. Cost $43.09 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $356 Shares 49,955 Est. Cost $11.09 Unrealized -29.0%
ISHARES TR 0.0%
Value ($000) $355 Shares 14,101 Est. Cost $24.79 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $355 Shares 9,201 Est. Cost $37.16 Unrealized
AQWA GLOBAL X FDS 0.0%
Value ($000) $334 Shares 16,799 Est. Cost $19.89 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $300 Shares 10,464 Est. Cost $28.71 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $300 Shares 7,693 Est. Cost $38.21 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $290 Shares 431 Est. Cost $581.31 Unrealized +7.5%
PSIX POWER SOLUTIONS INTL INC 0.0%
Value ($000) $288 Shares 3,577 Est. Cost $37.06 Unrealized +92.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $286 Shares 5,966 Est. Cost $38.19 Unrealized +7.8%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $283 Shares 37,746 Est. Cost $7.44 Unrealized -5.4%
EWA ISHARES INC 0.0%
Value ($000) $274 Shares 10,095 Est. Cost $26.48 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $268 Shares 4,801 Est. Cost $54.09 Unrealized
KBA KRANESHARES TRUST 0.0%
Value ($000) $259 Shares 8,585 Est. Cost $30.12 Unrealized
RISR TIDAL TRUST I 0.0%
Value ($000) $257 Shares 7,174 Est. Cost $33.29 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $256 Shares 2,010 Est. Cost $107.30 Unrealized +12.5%
XBJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $245 Shares 7,789 Est. Cost $31.46 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $240 Shares 10,104 Est. Cost $26.21 Unrealized -4.2%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $237 Shares 1,547 Est. Cost $128.05 Unrealized -10.6%
KJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $236 Shares 7,571 Est. Cost $31.23 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $236 Shares 1,419 Est. Cost $166.60 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $229 Shares 3,025 Est. Cost $115.43 Unrealized -39.8%
URAN THEMES ETF TR 0.0%
Value ($000) $225 Shares 4,821 Est. Cost $46.76 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $221 Shares 3,395 Est. Cost $54.65 Unrealized +12.3%
VNO VORNADO RLTY TR 0.0%
Value ($000) $218 Shares 5,551 Est. Cost $35.75 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $217 Shares 3,814 Est. Cost $38.47 Unrealized +59.1%
HUM HUMANA INC 0.0%
Value ($000) $217 Shares 744 Est. Cost $261.21 Unrealized +0.0%
CVNA CARVANA CO 0.0%
Value ($000) $215 Shares 630 Est. Cost $357.61 Unrealized +3.9%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $212 Shares 4,380 Est. Cost $51.24 Unrealized -16.4%
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $212 Shares 5,011 Est. Cost $41.94 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $211 Shares 1,135 Est. Cost $170.70 Unrealized +0.9%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $211 Shares 865 Est. Cost $236.75 Unrealized -3.5%
LRN STRIDE INC 0.0%
Value ($000) $208 Shares 1,369 Est. Cost $146.61 Unrealized -38.1%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $205 Shares 2,369 Est. Cost $97.81 Unrealized -12.8%
BBY BEST BUY INC 0.0%
Value ($000) $205 Shares 2,491 Est. Cost $67.49 Unrealized +11.8%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $205 Shares 1,314 Est. Cost $165.03 Unrealized +0.7%
KXI ISHARES TR 0.0%
Value ($000) $205 Shares 3,102 Est. Cost $65.41 Unrealized
ABM ABM INDS INC 0.0%
Value ($000) $204 Shares 4,493 Est. Cost $46.83 Unrealized -6.8%
ISHARES TR 0.0%
Value ($000) $204 Shares 8,780 Est. Cost $22.87 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $201 Shares 4,236 Est. Cost $35.58 Unrealized
INVESCO BD FD 0.0%
Value ($000) $196 Shares 12,495 Est. Cost $15.68 Unrealized
SZK PROSHARES TR 0.0%
Value ($000) $190 Shares 15,482 Est. Cost $12.29 Unrealized
FNB F N B CORP 0.0%
Value ($000) $160 Shares 10,411 Est. Cost $13.28 Unrealized +22.5%
SPFF GLOBAL X FDS 0.0%
Value ($000) $153 Shares 16,550 Est. Cost $9.38 Unrealized
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $149 Shares 10,397 Est. Cost $9.17 Unrealized +40.0%
TIDAL TRUST II 0.0%
Value ($000) $98 Shares 11,553 Est. Cost $15.93 Unrealized
AHH ARMADA HOFFLER PPTYS INC 0.0%
Value ($000) $92 Shares 13,676 Est. Cost $6.76 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $92 Shares 13,065 Est. Cost $4.15 Unrealized +93.6%
AMCOR PLC 0.0%
Value ($000) $86 Shares 10,397 Est. Cost $8.97 Unrealized -8.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $72 Shares 10,207 Est. Cost $4.19 Unrealized +74.2%
KOPN KOPIN CORP 0.0%
Value ($000) $70 Shares 19,000 Est. Cost $2.04 Unrealized +41.5%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $66 Shares 10,450 Est. Cost $7.08 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $50 Shares 10,427 Est. Cost $5.00 Unrealized

Decreased Positions (383)

BIL SPDR SERIES TRUST 0.7%
Value ($000) $34,757 (-15.0%) Shares 380,353 (-14.7%) Est. Cost $91.71 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $2,960 (-64.1%) Shares 28,906 (-63.7%) Est. Cost $102.67 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $14,348 (-24.5%) Shares 19,034 (-23.7%) Est. Cost $519.87 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $5,461 (-41.0%) Shares 71,641 (-25.6%) Est. Cost $89.47 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $12,237 (-20.6%) Shares 204,193 (-20.4%) Est. Cost $59.98 Unrealized
RUNN STRATEGIC TRUST 0.3%
Value ($000) $12,438 (-18.9%) Shares 373,072 (-17.0%) Est. Cost $28.98 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $9,201 (+43.7%) Shares 142,833 (-1.5%) Est. Cost $25.02 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,190 (-69.2%) Shares 56,133 (-69.0%) Est. Cost $21.19 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $7,638 (-24.6%) Shares 152,785 (-24.6%) Est. Cost $49.55 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $12,686 (-15.6%) Shares 250,807 (-15.3%) Est. Cost $50.62 Unrealized
IGSB ISHARES TR 0.6%
Value ($000) $28,377 (-6.9%) Shares 536,625 (-6.5%) Est. Cost $53.67 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $12,578 (-13.3%) Shares 103,311 (-13.4%) Est. Cost $77.98 Unrealized
SPTL SPDR SERIES TRUST 0.2%
Value ($000) $8,996 (-15.4%) Shares 339,852 (-12.1%) Est. Cost $28.77 Unrealized
FISV FISERV INC 0.0%
Value ($000) $454 (-76.6%) Shares 6,757 (-56.9%) Est. Cost $135.88 Unrealized -38.3%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $759 (-63.5%) Shares 53,549 (-3.2%) Est. Cost $39.85 Unrealized -28.2%
JAAA JANUS DETROIT STR TR 0.3%
Value ($000) $11,800 (-9.9%) Shares 233,293 (-9.8%) Est. Cost $50.59 Unrealized
SPYM SPDR SERIES TRUST 0.3%
Value ($000) $15,561 (-7.2%) Shares 193,974 (-8.6%) Est. Cost $45.84 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $7,571 (-13.1%) Shares 132,264 (-12.8%) Est. Cost $54.85 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2,097 (-33.8%) Shares 9,273 (-5.5%) Est. Cost $293.49 Unrealized +1.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $1,136 (-48.3%) Shares 24,658 (-38.4%) Est. Cost $36.35 Unrealized +41.1%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $12,387 (-7.8%) Shares 69,689 (-6.4%) Est. Cost $59.49 Unrealized +204.3%
LQD ISHARES TR 0.1%
Value ($000) $6,807 (-13.2%) Shares 61,773 (-11.3%) Est. Cost $109.13 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $773 (-56.3%) Shares 86,106 (-6.6%) Est. Cost $16.85 Unrealized -12.5%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,286 (-12.8%) Shares 68,109 (-15.0%) Est. Cost $73.82 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $2,839 (-24.0%) Shares 27,410 (-24.7%) Est. Cost $72.66 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $3,206 (-21.6%) Shares 34,044 (-21.4%) Est. Cost $81.81 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $5,536 (-13.4%) Shares 16,771 (-5.4%) Est. Cost $363.31 Unrealized -7.2%
HEFA ISHARES TR 0.1%
Value ($000) $3,957 (-17.7%) Shares 95,680 (-18.8%) Est. Cost $34.85 Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $741 (-52.5%) Shares 24,999 (-39.8%) Est. Cost $23.68 Unrealized +50.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $10,286 (+8.2%) Shares 17,954 (-1.6%) Est. Cost $197.24 Unrealized +181.6%
TLT ISHARES TR 0.0%
Value ($000) $1,586 (-32.8%) Shares 18,191 (-29.6%) Est. Cost $100.28 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $6,893 (-10.1%) Shares 60,588 (-10.7%) Est. Cost $114.44 Unrealized -4.3%
EFG ISHARES TR 0.1%
Value ($000) $3,668 (-16.9%) Shares 32,198 (-14.8%) Est. Cost $93.51 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $771 (-47.5%) Shares 36,723 (-48.0%) Est. Cost $20.83 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $5,564 (-10.3%) Shares 119,646 (-7.6%) Est. Cost $55.51 Unrealized -14.5%
ZTS ZOETIS INC 0.0%
Value ($000) $278 (-69.2%) Shares 2,211 (-64.1%) Est. Cost $155.03 Unrealized -16.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $490 (-55.7%) Shares 11,865 (-66.0%) Est. Cost $33.43 Unrealized +4.1%
NJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $18,218 (-3.3%) Shares 331,717 (-5.7%) Est. Cost $53.53 Unrealized
USAR USA RARE EARTH INC 0.0%
Value ($000) $494 (-55.0%) Shares 41,477 (-9.1%) Est. Cost $14.29 Unrealized +33.3%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $1,003 (-36.7%) Shares 88,717 (-35.2%) Est. Cost $14.66 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $2,609 (-17.9%) Shares 23,069 (-2.5%) Est. Cost $101.55 Unrealized +28.1%
SOXX ISHARES TR 0.0%
Value ($000) $1,990 (-21.5%) Shares 6,606 (-24.2%) Est. Cost $260.23 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $3,652 (-12.9%) Shares 22,541 (-1.5%) Est. Cost $117.74 Unrealized +47.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $11,387 (+4.9%) Shares 147,823 (-4.3%) Est. Cost $38.56 Unrealized +91.4%
USFR WISDOMTREE TR 0.0%
Value ($000) $506 (-51.1%) Shares 10,047 (-51.0%) Est. Cost $50.38 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $4,587 (+12.6%) Shares 53,484 (-3.1%) Est. Cost $46.43 Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $18,127 (-2.7%) Shares 298,086 (-5.0%) Est. Cost $44.95 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $5,299 (-8.7%) Shares 30,979 (-9.2%) Est. Cost $106.54 Unrealized +60.3%
OKLO OKLO INC 0.0%
Value ($000) $574 (-46.4%) Shares 8,004 (-6.9%) Est. Cost $60.16 Unrealized +85.4%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $13,560 (-3.5%) Shares 494,351 (-4.9%) Est. Cost $40.45 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $617 (-44.1%) Shares 4,208 (-34.5%) Est. Cost $145.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $8,838 (-5.2%) Shares 89,101 (-16.8%) Est. Cost $106.35 Unrealized -12.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $6,069 (-7.4%) Shares 12,547 (-6.5%) Est. Cost $368.51 Unrealized +29.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1,615 (-22.7%) Shares 2,843 (-2.5%) Est. Cost $748.62 Unrealized -17.1%
VST VISTRA CORP 0.0%
Value ($000) $2,022 (-18.9%) Shares 12,531 (-3.8%) Est. Cost $161.22 Unrealized +12.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $6,835 (+7.1%) Shares 7,776 (-8.5%) Est. Cost $395.66 Unrealized +105.6%
WKC WORLD KINECT CORPORATION 0.0%
Value ($000) $499 (-47.4%) Shares 21,281 (-42.2%) Est. Cost $27.54 Unrealized -10.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $412 (-51.9%) Shares 10,250 (-2.7%) Est. Cost $30.56 Unrealized +22.3%
BOXX EA SERIES TRUST 0.2%
Value ($000) $9,808 (-4.3%) Shares 85,217 (-5.1%) Est. Cost $111.52 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $4,627 (-8.6%) Shares 23,174 (-8.4%) Est. Cost $106.36 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $4,455 (+10.6%) Shares 13,612 (-1.1%) Est. Cost $201.61 Unrealized +56.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $3,318 (-11.2%) Shares 24,999 (-10.8%) Est. Cost $81.10 Unrealized +63.2%
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value ($000) $687 (-37.3%) Shares 32,867 (-11.4%) Est. Cost $32.30 Unrealized -21.1%
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,061 (-16.2%) Shares 47,663 (-17.4%) Est. Cost $39.62 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $592 (-39.8%) Shares 7,469 (-1.5%) Est. Cost $158.24 Unrealized -34.7%
CGNX COGNEX CORP 0.0%
Value ($000) $938 (-28.6%) Shares 26,061 (-4.6%) Est. Cost $40.34 Unrealized +0.2%
INTC INTEL CORP 0.1%
Value ($000) $4,073 (-8.4%) Shares 110,379 (-5.2%) Est. Cost $34.66 Unrealized +9.0%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $7,160 (-4.7%) Shares 28,311 (-5.2%) Est. Cost $220.55 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,537 (-18.4%) Shares 11,817 (-14.3%) Est. Cost $100.17 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $255 (-57.2%) Shares 6,256 (-58.1%) Est. Cost $34.63 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $8,830 (-3.7%) Shares 133,792 (-4.3%) Est. Cost $78.80 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $23,313 (-1.4%) Shares 714,694 (-2.3%) Est. Cost $39.72 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $4,678 (-6.6%) Shares 47,855 (-9.9%) Est. Cost $121.74 Unrealized -24.7%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $1,014 (-24.5%) Shares 38,795 (-10.3%) Est. Cost $18.22 Unrealized +59.9%
SO SOUTHERN CO 0.1%
Value ($000) $2,577 (-11.1%) Shares 29,547 (-2.0%) Est. Cost $57.82 Unrealized +57.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $455 (-41.2%) Shares 9,008 (-20.3%) Est. Cost $15.87 Unrealized +299.5%
IJR ISHARES TR 0.1%
Value ($000) $4,200 (-7.0%) Shares 34,945 (-7.1%) Est. Cost $104.85 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $14,114 (-2.2%) Shares 303,265 (-1.1%) Est. Cost $47.92 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $2,786 (-10.0%) Shares 106,430 (-3.5%) Est. Cost $22.54 Unrealized +23.6%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $1,441 (-17.5%) Shares 126,220 (-10.7%) Est. Cost $13.80 Unrealized
BLACKROCK MUNI INCOME TR II 0.0%
Value ($000) $864 (-26.1%) Shares 82,757 (-25.5%) Est. Cost $14.70 Unrealized
IEO ISHARES TR 0.1%
Value ($000) $2,748 (-10.0%) Shares 30,788 (-8.4%) Est. Cost $83.62 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,451 (-17.3%) Shares 17,756 (-4.3%) Est. Cost $81.15 Unrealized +11.0%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $7,085 (-4.0%) Shares 24,413 (-2.9%) Est. Cost $231.47 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $222 (-56.9%) Shares 1,459 (-19.1%) Est. Cost $323.83 Unrealized -28.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $220 (-56.9%) Shares 1,961 (-52.1%) Est. Cost $124.92 Unrealized -6.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $3,537 (-7.6%) Shares 214,505 (-5.6%) Est. Cost $14.76 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $1,330 (+27.4%) Shares 139,822 (-15.2%) Est. Cost $8.62 Unrealized +0.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,337 (-17.4%) Shares 33,138 (-13.0%) Est. Cost $40.61 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $700 (-28.5%) Shares 15,254 (-28.8%) Est. Cost $45.99 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $559 (-33.2%) Shares 2,155 (-21.1%) Est. Cost $244.49 Unrealized +13.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $1,429 (-15.9%) Shares 5,194 (-6.8%) Est. Cost $241.37 Unrealized +15.7%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $700 (-27.7%) Shares 3,012 (-25.1%) Est. Cost $212.50 Unrealized +11.3%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $669 (-28.4%) Shares 11,017 (-32.8%) Est. Cost $54.51 Unrealized
IBHG ISHARES TR 0.2%
Value ($000) $7,270 (-3.5%) Shares 325,723 (-2.8%) Est. Cost $22.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,719 (-13.1%) Shares 3,014 (-7.7%) Est. Cost $372.69 Unrealized +55.3%
RDNT RADNET INC 0.0%
Value ($000) $255 (-50.3%) Shares 3,570 (-42.3%) Est. Cost $58.50 Unrealized +32.0%
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $1,706 (-13.0%) Shares 264,560 (-16.1%) Est. Cost $6.69 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $293 (-46.4%) Shares 29,415 (-1.8%) Est. Cost $10.59 Unrealized +35.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $12,476 (-2.0%) Shares 103,669 (-5.5%) Est. Cost $77.81 Unrealized +48.4%
SCHI SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,081 (-5.7%) Shares 177,651 (-4.7%) Est. Cost $28.14 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,136 (+27.7%) Shares 5,529 (-1.1%) Est. Cost $81.11 Unrealized +131.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $494 (-32.1%) Shares 16,160 (-34.5%) Est. Cost $22.84 Unrealized +22.1%
SYK STRYKER CORPORATION 0.0%
Value ($000) $1,892 (-10.7%) Shares 5,382 (-2.7%) Est. Cost $228.77 Unrealized +58.9%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $1,241 (-15.2%) Shares 11,320 (-14.8%) Est. Cost $84.93 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $782 (-21.9%) Shares 16,034 (-21.6%) Est. Cost $48.65 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $5,365 (+4.1%) Shares 97,538 (-2.0%) Est. Cost $29.25 Unrealized +80.0%
IJS ISHARES TR 0.0%
Value ($000) $277 (-43.2%) Shares 2,437 (-44.0%) Est. Cost $106.63 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $1,340 (+18.2%) Shares 2,625 (-3.3%) Est. Cost $215.11 Unrealized +116.8%
JUNM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $6,729 (-3.0%) Shares 196,515 (-3.9%) Est. Cost $30.72 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $9,094 (-2.2%) Shares 45,786 (-3.4%) Est. Cost $145.18 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $6,942 (-2.8%) Shares 343,175 (-4.2%) Est. Cost $16.96 Unrealized +16.7%
CPRT COPART INC 0.0%
Value ($000) $714 (-22.0%) Shares 18,230 (-11.0%) Est. Cost $39.59 Unrealized +4.7%
ZJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,231 (-13.4%) Shares 44,992 (-14.5%) Est. Cost $25.96 Unrealized
BP BP PLC 0.0%
Value ($000) $1,834 (-9.0%) Shares 52,805 (-8.3%) Est. Cost $32.74 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,896 (-8.7%) Shares 941 (-2.7%) Est. Cost $1719.97 Unrealized +22.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1,107 (-14.0%) Shares 47,672 (-1.6%) Est. Cost $25.52 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,782 (-9.0%) Shares 16,216 (-7.3%) Est. Cost $115.73 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $969 (-15.4%) Shares 7,700 (-7.2%) Est. Cost $261.10 Unrealized +69.8%
DLN WISDOMTREE TR 0.0%
Value ($000) $295 (-36.7%) Shares 3,347 (-37.4%) Est. Cost $62.79 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,717 (+10.6%) Shares 14,083 (-2.4%) Est. Cost $100.25 Unrealized
SR SPIRE INC 0.0%
Value ($000) $751 (-18.0%) Shares 9,085 (-12.3%) Est. Cost $65.90 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $4,001 (-3.9%) Shares 47,508 (-2.5%) Est. Cost $75.43 Unrealized +11.4%
DEO DIAGEO PLC 0.0%
Value ($000) $937 (-14.8%) Shares 10,857 (-4.3%) Est. Cost $140.79 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1,714 (-8.7%) Shares 23,579 (-10.7%) Est. Cost $50.95 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $2,517 (-6.1%) Shares 61,259 (-10.3%) Est. Cost $21.12 Unrealized
PJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $19,725 (-0.8%) Shares 419,512 (-2.9%) Est. Cost $45.40 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $1,258 (-11.4%) Shares 35,372 (-14.3%) Est. Cost $34.69 Unrealized
SOBO SOUTH BOW CORP 0.0%
Value ($000) $469 (-25.5%) Shares 17,071 (-28.6%) Est. Cost $23.24 Unrealized +16.9%
CADE CADENCE BANK 0.0%
Value ($000) $1,319 (-10.8%) Shares 30,796 (-26.3%) Est. Cost $29.35 Unrealized +34.3%
CRM SALESFORCE INC 0.1%
Value ($000) $3,022 (-5.0%) Shares 11,406 (-8.6%) Est. Cost $234.28 Unrealized +5.9%
IWF ISHARES TR 0.2%
Value ($000) $8,868 (-1.8%) Shares 18,736 (-1.8%) Est. Cost $202.63 Unrealized
IVV ISHARES TR 3.1%
Value ($000) $146,069 (-0.1%) Shares 213,258 (-1.6%) Est. Cost $409.94 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,521 (-9.3%) Shares 27,029 (-9.4%) Est. Cost $52.09 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $4,020 (-3.7%) Shares 90,714 (-2.7%) Est. Cost $44.49 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,610 (-8.5%) Shares 34,682 (-9.9%) Est. Cost $41.04 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1,249 (-10.6%) Shares 21,720 (-2.8%) Est. Cost $52.37 Unrealized +13.6%
ITA ISHARES TR 0.0%
Value ($000) $1,376 (-9.7%) Shares 6,410 (-9.3%) Est. Cost $158.95 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $724 (-17.0%) Shares 15,391 (-17.2%) Est. Cost $45.60 Unrealized
TMAT NORTHERN LTS FD TR IV 0.0%
Value ($000) $723 (-16.9%) Shares 28,907 (-8.7%) Est. Cost $18.01 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $3,330 (-4.2%) Shares 5,833 (-3.7%) Est. Cost $345.36 Unrealized +61.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $518 (-21.6%) Shares 3,757 (-20.6%) Est. Cost $203.70 Unrealized -32.8%
GVAL CAMBRIA ETF TR 0.0%
Value ($000) $420 (-25.3%) Shares 13,332 (-29.8%) Est. Cost $28.14 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $577 (-19.6%) Shares 1,297 (-13.3%) Est. Cost $520.85 Unrealized -11.3%
INTU INTUIT 0.0%
Value ($000) $1,224 (-10.2%) Shares 1,847 (-8.1%) Est. Cost $464.58 Unrealized +42.2%
TIPX SPDR SERIES TRUST 0.1%
Value ($000) $2,607 (-4.9%) Shares 136,638 (-3.6%) Est. Cost $19.44 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $756 (-14.5%) Shares 8,284 (-7.9%) Est. Cost $89.83 Unrealized +8.8%
TEM TEMPUS AI INC 0.0%
Value ($000) $240 (-34.8%) Shares 4,057 (-3.9%) Est. Cost $57.34 Unrealized +36.4%
IWS ISHARES TR 0.0%
Value ($000) $1,184 (-9.7%) Shares 8,391 (-10.4%) Est. Cost $115.67 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $1,478 (-7.9%) Shares 29,625 (-7.7%) Est. Cost $49.96 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1,762 (+7.6%) Shares 16,090 (-2.4%) Est. Cost $92.01 Unrealized +10.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $835 (-12.9%) Shares 6,135 (-5.6%) Est. Cost $96.83 Unrealized +48.4%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $2,095 (-5.5%) Shares 23,028 (-6.6%) Est. Cost $72.51 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,892 (-6.1%) Shares 59,673 (-2.4%) Est. Cost $34.39 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $773 (-13.1%) Shares 25,865 (-7.3%) Est. Cost $29.66 Unrealized +5.7%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $4,282 (-2.6%) Shares 223,134 (-2.3%) Est. Cost $19.13 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $2,145 (-4.9%) Shares 20,953 (-4.8%) Est. Cost $97.98 Unrealized +4.3%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $275 (-28.8%) Shares 5,512 (-28.6%) Est. Cost $49.73 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $515 (-17.7%) Shares 5,890 (-12.4%) Est. Cost $68.37 Unrealized +30.5%
SABA CAPITAL INCOME & OPPORT 0.0%
Value ($000) $950 (-10.4%) Shares 115,115 (-4.7%) Est. Cost $8.20 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $410 (-21.1%) Shares 5,145 (-12.1%) Est. Cost $91.50 Unrealized -8.9%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $251 (-29.5%) Shares 1,443 (-25.0%) Est. Cost $144.29 Unrealized +24.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1,474 (-6.6%) Shares 6,956 (-1.7%) Est. Cost $105.92 Unrealized +102.6%
XYZ BLOCK INC 0.0%
Value ($000) $275 (-27.5%) Shares 4,229 (-12.6%) Est. Cost $112.08 Unrealized -38.5%
IWO ISHARES TR 0.0%
Value ($000) $312 (-25.1%) Shares 966 (-24.1%) Est. Cost $243.09 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $490 (-17.5%) Shares 12,095 (-15.4%) Est. Cost $33.46 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $430 (-19.1%) Shares 1,541 (-8.1%) Est. Cost $170.24 Unrealized +65.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $246 (-29.1%) Shares 857 (-33.9%) Est. Cost $238.52 Unrealized +14.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $732 (-12.1%) Shares 3,944 (-10.9%) Est. Cost $183.24 Unrealized +1.7%
PFF ISHARES TR 0.1%
Value ($000) $2,887 (-3.4%) Shares 93,235 (-1.6%) Est. Cost $33.83 Unrealized
ACM AECOM 0.0%
Value ($000) $232 (-30.1%) Shares 2,431 (-2.8%) Est. Cost $66.58 Unrealized +76.1%
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,922 (-3.3%) Shares 57,861 (-3.0%) Est. Cost $49.58 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $315 (-23.8%) Shares 11,798 (-24.4%) Est. Cost $26.50 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $328 (+42.9%) Shares 16,639 (-5.1%) Est. Cost $13.86 Unrealized +14.5%
TELFY TELEFONICA S A 0.0%
Value ($000) $157 (-38.5%) Shares 38,645 (-20.6%) Est. Cost $4.58 Unrealized
SRE SEMPRA 0.0%
Value ($000) $1,858 (-5.0%) Shares 21,045 (-1.2%) Est. Cost $62.94 Unrealized +43.8%
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $411 (-19.0%) Shares 4,301 (-15.9%) Est. Cost $98.01 Unrealized -3.0%
XTWO BONDBLOXX ETF TRUST 0.0%
Value ($000) $1,141 (-7.7%) Shares 23,061 (-7.3%) Est. Cost $49.65 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $264 (-26.4%) Shares 715 (-19.8%) Est. Cost $433.21 Unrealized -7.6%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $468 (-16.8%) Shares 5,105 (-12.5%) Est. Cost $101.63 Unrealized -5.8%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $12,460 (+0.8%) Shares 105,846 (-1.4%) Est. Cost $92.06 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $598 (-13.5%) Shares 11,104 (-2.0%) Est. Cost $52.61 Unrealized +8.5%
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $5,405 (-1.7%) Shares 55,284 (-2.8%) Est. Cost $79.59 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,760 (-4.9%) Shares 66,429 (-2.8%) Est. Cost $41.62 Unrealized
FRDM EA SERIES TRUST 0.0%
Value ($000) $1,267 (+7.8%) Shares 24,714 (-1.6%) Est. Cost $32.96 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $993 (-8.4%) Shares 4,018 (-5.4%) Est. Cost $238.72 Unrealized +5.4%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $315 (-22.0%) Shares 1,567 (-2.0%) Est. Cost $112.31 Unrealized +97.0%
ROST ROSS STORES INC 0.0%
Value ($000) $788 (+12.7%) Shares 4,375 (-2.0%) Est. Cost $82.43 Unrealized +102.1%
CCJ CAMECO CORP 0.1%
Value ($000) $2,373 (+3.9%) Shares 25,941 (-2.0%) Est. Cost $74.25 Unrealized +21.1%
LOW LOWES COS INC 0.1%
Value ($000) $3,068 (-2.8%) Shares 12,722 (-1.7%) Est. Cost $152.04 Unrealized +57.7%
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $866 (-9.1%) Shares 21,687 (-10.4%) Est. Cost $30.85 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $326 (-20.7%) Shares 8,913 (-28.5%) Est. Cost $33.02 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,689 (-1.8%) Shares 92,056 (-1.7%) Est. Cost $50.71 Unrealized
RMD RESMED INC 0.0%
Value ($000) $598 (-12.4%) Shares 2,481 (-3.5%) Est. Cost $234.13 Unrealized +9.1%
IYC ISHARES TR 0.0%
Value ($000) $1,581 (-5.1%) Shares 15,327 (-4.3%) Est. Cost $101.67 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $388 (+27.5%) Shares 502 (-4.9%) Est. Cost $751.89 Unrealized -9.7%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $426 (-16.3%) Shares 4,106 (-17.3%) Est. Cost $142.69 Unrealized -34.3%
TER TERADYNE INC 0.0%
Value ($000) $347 (+30.8%) Shares 1,793 (-2.0%) Est. Cost $109.09 Unrealized +57.2%
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $93 (-45.9%) Shares 16,689 (-30.5%) Est. Cost $6.64 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $993 (-7.2%) Shares 20,130 (-7.1%) Est. Cost $52.74 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $1,451 (-5.0%) Shares 76,742 (-2.6%) Est. Cost $22.24 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $1,680 (-4.3%) Shares 13,813 (-4.0%) Est. Cost $97.98 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $5,233 (-1.4%) Shares 132,992 (-2.9%) Est. Cost $29.11 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,453 (-1.6%) Shares 149,335 (-5.8%) Est. Cost $25.38 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $595 (-10.7%) Shares 1,116 (-2.0%) Est. Cost $333.70 Unrealized +69.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,951 (-3.5%) Shares 21,088 (-2.3%) Est. Cost $76.73 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $272 (+34.2%) Shares 1,580 (-2.1%) Est. Cost $81.60 Unrealized +85.7%
NEM NEWMONT CORP 0.0%
Value ($000) $2,230 (+3.2%) Shares 22,332 (-8.1%) Est. Cost $50.18 Unrealized +79.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $309 (-18.3%) Shares 2,368 (-10.7%) Est. Cost $108.41 Unrealized +22.9%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $1,119 (-5.6%) Shares 21,907 (-5.2%) Est. Cost $50.29 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $16,815 (-0.4%) Shares 136,417 (-1.9%) Est. Cost $83.37 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,294 (-4.8%) Shares 24,093 (-6.1%) Est. Cost $52.96 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $6,553 (+1.0%) Shares 204,385 (-2.5%) Est. Cost $26.93 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $502 (-11.4%) Shares 8,805 (-7.9%) Est. Cost $51.12 Unrealized
GLDI UBS AG 0.0%
Value ($000) $238 (-21.0%) Shares 1,368 (-22.6%) Est. Cost $160.37 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $2,488 (-2.5%) Shares 16,139 (-1.9%) Est. Cost $82.04 Unrealized +84.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1,984 (+3.2%) Shares 7,395 (-3.9%) Est. Cost $273.53 Unrealized -7.1%
EQIX EQUINIX INC 0.0%
Value ($000) $608 (-8.9%) Shares 793 (-1.1%) Est. Cost $746.97 Unrealized +4.6%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,419 (-4.0%) Shares 17,205 (-3.7%) Est. Cost $50.66 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $581 (-9.2%) Shares 960 (-21.2%) Est. Cost $457.24 Unrealized +20.2%
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $2,059 (-2.8%) Shares 7,408 (-1.5%) Est. Cost $96.66 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $2,240 (-2.5%) Shares 74,187 (-2.2%) Est. Cost $29.70 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $807 (-6.5%) Shares 12,980 (-6.5%) Est. Cost $68.51 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $2,495 (+2.3%) Shares 103,861 (-1.3%) Est. Cost $19.07 Unrealized +22.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $644 (-7.9%) Shares 26,551 (-3.5%) Est. Cost $29.21 Unrealized -15.7%
SMH VANECK ETF TRUST 0.3%
Value ($000) $12,434 (-0.4%) Shares 34,528 (-4.7%) Est. Cost $277.83 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $742 (-6.9%) Shares 4,474 (-8.0%) Est. Cost $121.55 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value ($000) $259 (+26.1%) Shares 7,161 (-6.2%) Est. Cost $33.16 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $2,257 (-2.3%) Shares 21,150 (-2.5%) Est. Cost $105.51 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,721 (-1.9%) Shares 22,172 (-3.5%) Est. Cost $71.07 Unrealized +70.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $224 (-19.1%) Shares 584 (-6.1%) Est. Cost $417.15 Unrealized -3.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $617 (-7.7%) Shares 1,181 (-14.7%) Est. Cost $390.25 Unrealized +26.6%
DOX AMDOCS LTD 0.0%
Value ($000) $414 (-11.0%) Shares 5,139 (-7.7%) Est. Cost $81.87 Unrealized -2.4%
DOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $6,521 (-0.8%) Shares 147,228 (-2.0%) Est. Cost $33.04 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,754 (-2.8%) Shares 36,599 (-2.5%) Est. Cost $50.73 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $485 (-9.3%) Shares 1,164 (-8.2%) Est. Cost $392.64 Unrealized +5.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,434 (-3.3%) Shares 18,462 (-1.2%) Est. Cost $72.00 Unrealized
GRAL GRAIL INC 0.1%
Value ($000) $2,494 (+2.0%) Shares 29,136 (-1.5%) Est. Cost $38.21 Unrealized +126.1%
DJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $532 (-8.4%) Shares 11,234 (-9.8%) Est. Cost $36.52 Unrealized
AON AON PLC 0.0%
Value ($000) $961 (-4.8%) Shares 2,724 (-7.9%) Est. Cost $365.84 Unrealized -4.6%
IJT ISHARES TR 0.0%
Value ($000) $439 (-10.0%) Shares 3,108 (-9.0%) Est. Cost $125.79 Unrealized
KNTK KINETIK HOLDINGS INC 0.0%
Value ($000) $320 (-13.1%) Shares 8,883 (-2.2%) Est. Cost $43.90 Unrealized -17.7%
EBAY EBAY INC. 0.0%
Value ($000) $257 (-15.7%) Shares 2,953 (-7.5%) Est. Cost $66.80 Unrealized +29.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $206 (-18.8%) Shares 155 (-17.6%) Est. Cost $1259.39 Unrealized +4.1%
HYBB ISHARES TR 0.0%
Value ($000) $849 (-5.3%) Shares 18,007 (-5.2%) Est. Cost $45.56 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $271 (-14.7%) Shares 18,318 (-13.3%) Est. Cost $12.68 Unrealized +15.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $550 (-7.6%) Shares 13,381 (-3.6%) Est. Cost $44.74 Unrealized -7.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $907 (-4.7%) Shares 11,430 (-2.7%) Est. Cost $62.89 Unrealized +25.1%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $416 (-9.6%) Shares 6,475 (-1.3%) Est. Cost $67.67 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $1,818 (-2.2%) Shares 7,861 (-7.0%) Est. Cost $181.99 Unrealized +24.9%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $17,746 (+0.2%) Shares 599,323 (-1.2%) Est. Cost $37.39 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $664 (-5.7%) Shares 3,422 (-9.4%) Est. Cost $219.48 Unrealized -13.6%
IFRA ISHARES TR 0.0%
Value ($000) $496 (-7.5%) Shares 9,418 (-5.8%) Est. Cost $39.63 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $882 (+4.7%) Shares 5,458 (-3.8%) Est. Cost $134.52 Unrealized +15.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1,576 (-2.4%) Shares 3,476 (-9.1%) Est. Cost $288.42 Unrealized +49.4%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $514 (-7.1%) Shares 3,148 (-11.4%) Est. Cost $114.79 Unrealized +40.5%
WDAY WORKDAY INC 0.0%
Value ($000) $214 (-15.4%) Shares 996 (-4.2%) Est. Cost $242.55 Unrealized -6.3%
OUSM ALPS ETF TR 0.0%
Value ($000) $802 (-4.6%) Shares 18,335 (-2.9%) Est. Cost $42.20 Unrealized
CLIP GLOBAL X FDS 0.0%
Value ($000) $539 (-6.7%) Shares 5,385 (-6.5%) Est. Cost $100.38 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1,874 (-2.0%) Shares 4,025 (-1.2%) Est. Cost $353.35 Unrealized +32.4%
SAIA SAIA INC 0.0%
Value ($000) $447 (+9.3%) Shares 1,369 (-2.3%) Est. Cost $399.63 Unrealized -24.4%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1,103 (-3.3%) Shares 22,309 (-1.9%) Est. Cost $50.11 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $1,255 (-2.8%) Shares 9,964 (-3.0%) Est. Cost $117.76 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $508 (-6.5%) Shares 55,142 (-3.8%) Est. Cost $8.28 Unrealized +10.6%
KGS KODIAK GAS SVCS INC 0.0%
Value ($000) $812 (-4.2%) Shares 21,707 (-9.7%) Est. Cost $22.36 Unrealized +58.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $405 (-7.9%) Shares 7,732 (-5.5%) Est. Cost $33.64 Unrealized +58.9%
F FORD MTR CO 0.0%
Value ($000) $1,354 (-2.5%) Shares 103,197 (-8.3%) Est. Cost $10.82 Unrealized +18.6%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $285 (-10.7%) Shares 5,809 (-15.4%) Est. Cost $79.44 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $254 (-11.8%) Shares 1,766 (-2.9%) Est. Cost $143.09 Unrealized +6.2%
KEY KEYCORP 0.0%
Value ($000) $269 (+13.8%) Shares 13,022 (-3.4%) Est. Cost $15.65 Unrealized +18.1%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $147 (-18.1%) Shares 29,412 (-17.1%) Est. Cost $8.73 Unrealized
V VISA INC 0.3%
Value ($000) $15,476 (-0.2%) Shares 44,129 (-1.6%) Est. Cost $197.88 Unrealized +72.0%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $646 (-4.7%) Shares 35,437 (-3.8%) Est. Cost $50.30 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $756 (-3.9%) Shares 16,191 (-1.7%) Est. Cost $44.29 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $403 (-6.9%) Shares 1,260 (-1.5%) Est. Cost $322.66 Unrealized -0.0%
CAVA CAVA GROUP INC 0.0%
Value ($000) $235 (-11.2%) Shares 4,010 (-2.8%) Est. Cost $84.07 Unrealized -33.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $566 (-4.9%) Shares 2,538 (-1.1%) Est. Cost $183.05 Unrealized +24.2%
FTNT FORTINET INC 0.0%
Value ($000) $307 (-8.7%) Shares 3,870 (-2.4%) Est. Cost $66.75 Unrealized +24.2%
BHP BHP GROUP LTD 0.0%
Value ($000) $436 (+7.0%) Shares 7,225 (-2.0%) Est. Cost $53.25 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,747 (-1.6%) Shares 44,653 (-3.1%) Est. Cost $36.25 Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,418 (-1.9%) Shares 34,711 (-3.9%) Est. Cost $38.84 Unrealized +3.0%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $391 (-6.6%) Shares 17,765 (-8.6%) Est. Cost $15.40 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $1,424 (-1.9%) Shares 14,192 (-1.7%) Est. Cost $99.89 Unrealized
JULM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $608 (-4.3%) Shares 18,104 (-5.1%) Est. Cost $31.18 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $235 (-10.2%) Shares 2,405 (-5.8%) Est. Cost $107.22 Unrealized -4.1%
JHX JAMES HARDIE INDS PLC 0.0%
Value ($000) $336 (-7.3%) Shares 16,202 (-1.7%) Est. Cost $23.95 Unrealized -16.3%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $701 (-3.6%) Shares 15,699 (-3.2%) Est. Cost $36.93 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $921 (-2.7%) Shares 32,900 (-1.5%) Est. Cost $27.08 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $631 (-3.9%) Shares 2,183 (-8.9%) Est. Cost $304.32 Unrealized -7.7%
IXN ISHARES TR 0.0%
Value ($000) $927 (-2.6%) Shares 8,825 (-1.7%) Est. Cost $62.72 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $260 (+10.6%) Shares 2,016 (-1.8%) Est. Cost $90.57 Unrealized +31.4%
MCO MOODYS CORP 0.0%
Value ($000) $736 (+3.4%) Shares 1,440 (-3.0%) Est. Cost $430.27 Unrealized +13.3%
KVUE KENVUE INC 0.0%
Value ($000) $257 (+10.4%) Shares 14,900 (-3.4%) Est. Cost $19.51 Unrealized -16.7%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,030 (-2.3%) Shares 9,047 (-2.4%) Est. Cost $82.25 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $201 (-10.3%) Shares 8,616 (-10.2%) Est. Cost $23.18 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $821 (+2.9%) Shares 11,168 (-2.4%) Est. Cost $56.19 Unrealized +25.4%
PRK PARK NATL CORP 0.0%
Value ($000) $317 (-6.7%) Shares 2,085 (-3.7%) Est. Cost $127.21 Unrealized +23.8%
SLB SLB LIMITED 0.0%
Value ($000) $271 (-7.7%) Shares 7,060 (-13.4%) Est. Cost $44.62 Unrealized -19.2%
SNA SNAP ON INC 0.0%
Value ($000) $989 (-2.2%) Shares 2,869 (-1.6%) Est. Cost $264.67 Unrealized +28.6%
FFND NORTHERN LTS FD TR II 0.0%
Value ($000) $884 (-2.4%) Shares 29,395 (-2.6%) Est. Cost $25.29 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $220 (-8.9%) Shares 33,425 (-8.2%) Est. Cost $6.51 Unrealized
ISHG ISHARES TR 0.0%
Value ($000) $457 (-4.5%) Shares 6,069 (-4.0%) Est. Cost $74.87 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $418 (-4.8%) Shares 10,198 (-6.4%) Est. Cost $36.87 Unrealized
BSRR SIERRA BANCORP 0.0%
Value ($000) $685 (+3.2%) Shares 20,951 (-16.0%) Est. Cost $14.77 Unrealized +102.8%
ADSK AUTODESK INC 0.0%
Value ($000) $327 (-6.0%) Shares 1,104 (-1.6%) Est. Cost $253.53 Unrealized +19.3%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $998 (+2.0%) Shares 15,396 (-5.3%) Est. Cost $58.73 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $375 (-5.0%) Shares 2,619 (-5.0%) Est. Cost $137.37 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,123 (+1.8%) Shares 24,096 (-2.0%) Est. Cost $32.20 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $505 (-3.7%) Shares 1,742 (-4.8%) Est. Cost $411.83 Unrealized -32.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $291 (+7.2%) Shares 2,428 (-5.1%) Est. Cost $99.18 Unrealized +15.2%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $486 (+4.1%) Shares 10,910 (-4.4%) Est. Cost $26.73 Unrealized +57.9%
IYM ISHARES TR 0.0%
Value ($000) $1,232 (+1.6%) Shares 8,001 (-1.8%) Est. Cost $146.57 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $787 (+2.5%) Shares 13,083 (-1.3%) Est. Cost $50.57 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $261 (+7.6%) Shares 3,063 (-3.4%) Est. Cost $72.66 Unrealized +13.0%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $162 (-10.2%) Shares 13,674 (-5.8%) Est. Cost $12.44 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $783 (-2.3%) Shares 13,063 (-1.5%) Est. Cost $59.00 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $233 (-7.1%) Shares 4,439 (-4.0%) Est. Cost $49.26 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $752 (-2.3%) Shares 4,645 (-5.0%) Est. Cost $126.02 Unrealized +24.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $2,306 (-0.7%) Shares 48,210 (-2.1%) Est. Cost $31.99 Unrealized +47.3%
KKR KKR & CO INC 0.0%
Value ($000) $862 (+2.0%) Shares 6,763 (-3.2%) Est. Cost $38.95 Unrealized +219.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $307 (+5.9%) Shares 8,379 (-3.3%) Est. Cost $39.24 Unrealized -11.5%
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,387 (-1.2%) Shares 69,217 (-1.1%) Est. Cost $19.90 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $289 (-5.3%) Shares 891 (-3.0%) Est. Cost $347.90 Unrealized -4.0%
IEI ISHARES TR 0.0%
Value ($000) $688 (-2.2%) Shares 5,763 (-1.6%) Est. Cost $118.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,594 (-1.0%) Shares 2,751 (-2.3%) Est. Cost $424.96 Unrealized +33.0%
PBR/A PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $1,099 (-1.4%) Shares 97,553 (-1.9%) Est. Cost $14.01 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $479 (-3.1%) Shares 869 (-1.7%) Est. Cost $304.95 Unrealized +82.9%
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $303 (-4.8%) Shares 3,907 (-3.2%) Est. Cost $91.04 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $375 (-3.7%) Shares 1,830 (-6.0%) Est. Cost $153.62 Unrealized +29.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1,227 (+1.2%) Shares 14,440 (-1.5%) Est. Cost $66.73 Unrealized +31.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $456 (-3.0%) Shares 5,754 (-1.6%) Est. Cost $90.70 Unrealized -13.0%
ESGU ISHARES TR 0.1%
Value ($000) $5,902 (-0.2%) Shares 39,616 (-1.6%) Est. Cost $87.87 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $213 (+6.3%) Shares 2,218 (-3.1%) Est. Cost $89.67 Unrealized +2.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2,156 (+0.6%) Shares 9,418 (-2.1%) Est. Cost $190.61 Unrealized +15.2%
IT GARTNER INC 0.0%
Value ($000) $240 (-4.5%) Shares 953 (-5.0%) Est. Cost $440.88 Unrealized -45.4%
CLSM EXCHANGE LISTED FDS TR 0.0%
Value ($000) $365 (-2.9%) Shares 15,709 (-2.2%) Est. Cost $20.41 Unrealized
HDEF DBX ETF TR 0.0%
Value ($000) $1,062 (+1.0%) Shares 34,273 (-2.5%) Est. Cost $24.68 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $251 (-4.1%) Shares 4,035 (-8.1%) Est. Cost $50.66 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $233 (-4.2%) Shares 5,550 (-4.2%) Est. Cost $34.31 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $936 (-1.1%) Shares 31,138 (-1.6%) Est. Cost $72.09 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $410 (-2.2%) Shares 9,008 (-1.6%) Est. Cost $35.80 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $483 (-1.8%) Shares 3,787 (-3.2%) Est. Cost $112.27 Unrealized +10.3%
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $940 (+0.9%) Shares 21,961 (-1.3%) Est. Cost $33.41 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $661 (+1.3%) Shares 5,917 (-1.1%) Est. Cost $83.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $351 (+2.4%) Shares 3,023 (-5.9%) Est. Cost $58.53 Unrealized +88.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $599 (-1.3%) Shares 993 (-2.0%) Est. Cost $556.87 Unrealized
XAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $329 (-2.2%) Shares 8,792 (-3.6%) Est. Cost $29.94 Unrealized
USMF WISDOMTREE TR 0.0%
Value ($000) $276 (-2.4%) Shares 5,377 (-2.2%) Est. Cost $51.33 Unrealized
REM ISHARES TR 0.0%
Value ($000) $383 (-1.7%) Shares 17,249 (-1.7%) Est. Cost $35.39 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $1,133 (-0.6%) Shares 23,837 (-1.1%) Est. Cost $42.61 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $652 (-0.9%) Shares 22,901 (-1.8%) Est. Cost $47.35 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $699 (+0.8%) Shares 9,743 (-2.3%) Est. Cost $51.28 Unrealized
CLOZ SERIES PORTFOLIOS TR 0.0%
Value ($000) $252 (-2.1%) Shares 9,500 (-1.5%) Est. Cost $26.65 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $437 (+1.2%) Shares 25,020 (-5.6%) Est. Cost $22.17 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $216 (-2.3%) Shares 634 (-8.8%) Est. Cost $312.02 Unrealized +2.8%
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $202 (-2.4%) Shares 3,566 (-4.4%) Est. Cost $55.44 Unrealized
STE STERIS PLC 0.0%
Value ($000) $506 (+1.0%) Shares 1,995 (-3.7%) Est. Cost $210.87 Unrealized +19.1%
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,349 (-0.4%) Shares 30,412 (-1.6%) Est. Cost $34.18 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $392 (-1.2%) Shares 5,660 (-1.7%) Est. Cost $60.46 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $251 (+1.9%) Shares 6,059 (-1.2%) Est. Cost $29.79 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $7,597 (-0.1%) Shares 71,199 (-1.5%) Est. Cost $76.56 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $274 (+1.6%) Shares 11,467 (-3.6%) Est. Cost $20.54 Unrealized +10.3%
BBLU EA SERIES TRUST 0.0%
Value ($000) $420 (-1.0%) Shares 27,496 (-1.1%) Est. Cost $13.03 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $335 (+1.3%) Shares 8,253 (-1.1%) Est. Cost $41.29 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $297 (-1.4%) Shares 3,933 (-1.7%) Est. Cost $55.85 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $545 (+0.7%) Shares 12,137 (-1.1%) Est. Cost $44.10 Unrealized
MXI ISHARES TR 0.0%
Value ($000) $1,115 (+0.3%) Shares 11,537 (-4.4%) Est. Cost $88.73 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $428 (-0.8%) Shares 3,542 (-2.2%) Est. Cost $88.55 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,322 (+0.3%) Shares 44,227 (-1.7%) Est. Cost $37.47 Unrealized -23.9%
IWN ISHARES TR 0.0%
Value ($000) $1,188 (-0.3%) Shares 6,558 (-1.3%) Est. Cost $158.99 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $253 (-1.2%) Shares 10,209 (-1.5%) Est. Cost $24.70 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $618 (-0.5%) Shares 6,010 (-1.5%) Est. Cost $62.29 Unrealized +63.1%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $409 (-0.4%) Shares 2,955 (-2.6%) Est. Cost $122.60 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $203 (+0.9%) Shares 3,005 (-15.8%) Est. Cost $59.02 Unrealized +3.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $224 (+0.6%) Shares 457 (-1.7%) Est. Cost $307.78 Unrealized +53.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $383 (-0.3%) Shares 2,531 (-3.5%) Est. Cost $117.32 Unrealized +25.9%
ICLR ICON PLC 0.0%
Value ($000) $424 (+0.2%) Shares 2,325 (-1.1%) Est. Cost $234.23 Unrealized -24.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $612 (+0.1%) Shares 8,243 (-5.1%) Est. Cost $77.01 Unrealized -9.2%
ROL ROLLINS INC 0.0%
Value ($000) $245 (+0.2%) Shares 4,088 (-5.2%) Est. Cost $41.65 Unrealized +40.9%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,345 (-0.0%) Shares 36,575 (-2.3%) Est. Cost $32.23 Unrealized
EPS WISDOMTREE TR 0.0%
Value ($000) $253 (-0.1%) Shares 3,572 (-2.5%) Est. Cost $66.04 Unrealized
ALC ALCON AG 0.0%
Value ($000) $441 (+0.0%) Shares 5,594 (-3.2%) Est. Cost $91.26 Unrealized -15.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $541 (0.0%) Shares 2,399 (-2.4%) Est. Cost $205.34 Unrealized +6.0%

Unchanged Positions (347)

LLY ELI LILLY & CO 1.5%
Value ($000) $70,724 Shares 65,809 Est. Cost $621.37 Unrealized +53.8%
GOOG ALPHABET INC 0.9%
Value ($000) $40,844 Shares 130,160 Est. Cost $120.43 Unrealized +137.8%
IRM IRON MTN INC DEL 0.2%
Value ($000) $10,189 Shares 122,833 Est. Cost $31.96 Unrealized +190.3%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $31,772 Shares 98,604 Est. Cost $120.56 Unrealized +156.7%
AMZN AMAZON COM INC 1.1%
Value ($000) $50,755 Shares 219,890 Est. Cost $139.03 Unrealized +64.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $4,404 Shares 15,429 Est. Cost $81.67 Unrealized +180.8%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $14,143 Shares 66,040 Est. Cost $111.03 Unrealized +102.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $5,885 Shares 109,099 Est. Cost $48.44 Unrealized -1.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $11,716 Shares 56,614 Est. Cost $132.01 Unrealized +49.2%
DAIC CID HOLDCO INC 0.0%
Value ($000) $121 Shares 269,974 Est. Cost $4.61 Unrealized -55.3%
ARKW ARK ETF TR 0.1%
Value ($000) $3,472 Shares 23,500 Est. Cost $122.00 Unrealized
WMT WALMART INC 0.3%
Value ($000) $13,747 Shares 123,388 Est. Cost $55.75 Unrealized +92.3%
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $6,114 Shares 96,290 Est. Cost $68.70 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $26,426 Shares 120,240 Est. Cost $128.65 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $5,585 Shares 46,636 Est. Cost $28.00 Unrealized +310.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $9,493 Shares 32,049 Est. Cost $144.21 Unrealized +107.2%
ANYWHERE REAL ESTATE INC 0.0%
Value ($000) $1,544 Shares 109,050 Est. Cost $10.12 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $28,285 Shares 197,082 Est. Cost $105.98 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $3,710 Shares 69,524 Est. Cost $36.73 Unrealized +32.7%
C CITIGROUP INC 0.0%
Value ($000) $2,109 Shares 18,071 Est. Cost $51.19 Unrealized +102.4%
HPQ HP INC 0.0%
Value ($000) $1,422 Shares 63,819 Est. Cost $25.27 Unrealized -0.1%
BKCH GLOBAL X FDS 0.0%
Value ($000) $616 Shares 9,646 Est. Cost $46.16 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1,911 Shares 144,788 Est. Cost $15.19 Unrealized +1.1%
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value ($000) $1,508 Shares 7,544 Est. Cost $145.96 Unrealized +18.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,484 Shares 9,123 Est. Cost $142.16 Unrealized +31.1%
SYM SYMBOTIC INC 0.0%
Value ($000) $2,116 Shares 35,561 Est. Cost $50.54 Unrealized +30.7%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $9,199 Shares 167,949 Est. Cost $42.45 Unrealized
SGOV ISHARES TR 2.2%
Value ($000) $101,279 Shares 1,008,955 Est. Cost $100.65 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1,894 Shares 8,632 Est. Cost $209.67 Unrealized +16.4%
EFV ISHARES TR 0.1%
Value ($000) $5,999 Shares 84,013 Est. Cost $50.58 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $11,238 Shares 496,370 Est. Cost $22.46 Unrealized
BUFF INNOVATOR ETFS TRUST 0.2%
Value ($000) $10,838 Shares 217,378 Est. Cost $41.33 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $992 Shares 51,753 Est. Cost $27.54 Unrealized -23.6%
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,104 Shares 79,130 Est. Cost $55.14 Unrealized
BLMN BLOOMIN BRANDS INC 0.0%
Value ($000) $912 Shares 147,878 Est. Cost $9.44 Unrealized -26.2%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $1,353 Shares 219,263 Est. Cost $6.00 Unrealized +17.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2,096 Shares 18,572 Est. Cost $72.59 Unrealized +46.7%
CB CHUBB LIMITED 0.0%
Value ($000) $1,967 Shares 6,301 Est. Cost $248.49 Unrealized +17.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $819 Shares 20,784 Est. Cost $34.17 Unrealized +19.5%
ZUMZ ZUMIEZ INC 0.0%
Value ($000) $1,232 Shares 47,304 Est. Cost $17.42 Unrealized +37.9%
MGA MAGNA INTL INC 0.0%
Value ($000) $1,395 Shares 26,177 Est. Cost $43.79 Unrealized +11.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $843 Shares 6,353 Est. Cost $82.19 Unrealized +35.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,344 Shares 6,916 Est. Cost $136.42 Unrealized +53.9%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $7,044 Shares 123,997 Est. Cost $48.87 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $26,865 Shares 59,737 Est. Cost $261.10 Unrealized +69.8%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $7,324 Shares 159,072 Est. Cost $45.45 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $1,251 Shares 369 Est. Cost $1941.07 Unrealized +94.6%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $335 Shares 76,931 Est. Cost $6.45 Unrealized -10.5%
DGRO ISHARES TR 0.4%
Value ($000) $16,498 Shares 237,661 Est. Cost $48.27 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $942 Shares 3,260 Est. Cost $231.60 Unrealized +12.9%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $8,154 Shares 86,569 Est. Cost $80.39 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $6,038 Shares 8 Est. Cost $594135.80 Unrealized +25.6%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $1,267 Shares 68,608 Est. Cost $12.99 Unrealized +28.6%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3,642 Shares 95,563 Est. Cost $31.17 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $10,241 Shares 138,255 Est. Cost $75.15 Unrealized
JBL JABIL INC 0.0%
Value ($000) $1,517 Shares 6,654 Est. Cost $217.63 Unrealized -2.0%
CSM PROSHARES TR 0.1%
Value ($000) $4,170 Shares 52,338 Est. Cost $58.29 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $2,227 Shares 17,256 Est. Cost $100.15 Unrealized +33.8%
NKE NIKE INC 0.0%
Value ($000) $1,210 Shares 18,995 Est. Cost $99.16 Unrealized -34.5%
IWD ISHARES TR 0.1%
Value ($000) $4,654 Shares 22,125 Est. Cost $143.61 Unrealized
SANM SANMINA CORPORATION 0.0%
Value ($000) $1,013 Shares 6,751 Est. Cost $112.45 Unrealized +31.3%
IYF ISHARES TR 0.0%
Value ($000) $2,181 Shares 16,915 Est. Cost $103.70 Unrealized
GDEN GOLDEN ENTMT INC 0.0%
Value ($000) $617 Shares 22,710 Est. Cost $41.10 Unrealized -37.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,389 Shares 6,841 Est. Cost $160.70 Unrealized +31.5%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $2,796 Shares 57,254 Est. Cost $37.95 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,441 Shares 9,002 Est. Cost $96.82 Unrealized +68.5%
CLW CLEARWATER PAPER CORP 0.0%
Value ($000) $713 Shares 40,974 Est. Cost $26.93 Unrealized -31.5%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,923 Shares 230,627 Est. Cost $15.77 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $9,121 Shares 35,360 Est. Cost $216.67 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $1,138 Shares 12,376 Est. Cost $61.99 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $1,552 Shares 8,388 Est. Cost $157.28 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,132 Shares 5,479 Est. Cost $156.31 Unrealized
FAF FIRST AMERN FINL CORP 0.1%
Value ($000) $2,676 Shares 43,558 Est. Cost $41.39 Unrealized +50.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1,040 Shares 8,461 Est. Cost $121.34 Unrealized +6.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $2,351 Shares 2,197 Est. Cost $665.38 Unrealized
PRME PRIME MEDICINE INC 0.0%
Value ($000) $157 Shares 45,200 Est. Cost $1.54 Unrealized +188.6%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $585 Shares 117,209 Est. Cost $5.31 Unrealized +4.1%
MCK MCKESSON CORP 0.0%
Value ($000) $2,306 Shares 2,811 Est. Cost $477.59 Unrealized +70.8%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $926 Shares 10,395 Est. Cost $72.67 Unrealized +26.4%
IGV ISHARES TR 0.0%
Value ($000) $921 Shares 8,711 Est. Cost $123.54 Unrealized
VOTE TCW ETF TRUST 0.2%
Value ($000) $10,040 Shares 125,146 Est. Cost $52.17 Unrealized
LMNR LIMONEIRA CO 0.0%
Value ($000) $505 Shares 40,000 Est. Cost $17.01 Unrealized -17.5%
MTB M & T BK CORP 0.0%
Value ($000) $829 Shares 4,113 Est. Cost $127.10 Unrealized +49.6%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $5,282 Shares 37,418 Est. Cost $107.75 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,690 Shares 82,130 Est. Cost $28.00 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $1,251 Shares 9,147 Est. Cost $93.62 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $271 Shares 48,592 Est. Cost $2.52 Unrealized +88.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $513 Shares 838 Est. Cost $326.87 Unrealized +98.1%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,215 Shares 37,208 Est. Cost $49.68 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $2,549 Shares 52,387 Est. Cost $37.34 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $879 Shares 2,259 Est. Cost $237.71 Unrealized +57.8%
AME AMETEK INC 0.0%
Value ($000) $831 Shares 4,049 Est. Cost $151.90 Unrealized +28.0%
SAH SONIC AUTOMOTIVE INC 0.0%
Value ($000) $1,076 Shares 17,395 Est. Cost $52.95 Unrealized +25.0%
DIVI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $4,151 Shares 106,746 Est. Cost $28.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $6,424 Shares 238,730 Est. Cost $32.47 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $633 Shares 13,977 Est. Cost $26.38 Unrealized +54.7%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $4,572 Shares 115,487 Est. Cost $26.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $4,536 Shares 14,842 Est. Cost $212.72 Unrealized +43.4%
VTR VENTAS INC 0.0%
Value ($000) $638 Shares 8,249 Est. Cost $42.79 Unrealized +75.2%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $6,909 Shares 83,744 Est. Cost $40.42 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $330 Shares 1,666 Est. Cost $131.91 Unrealized +64.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $753 Shares 33,670 Est. Cost $19.76 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $831 Shares 42,912 Est. Cost $16.73 Unrealized +24.2%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $4,140 Shares 96,400 Est. Cost $33.41 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $4,774 Shares 26,915 Est. Cost $141.04 Unrealized
DHS WISDOMTREE TR 0.1%
Value ($000) $3,471 Shares 34,089 Est. Cost $75.89 Unrealized
FLAGSTAR BANK NATIONAL ASSOC 0.0%
Value ($000) $1,284 Shares 32,055 Est. Cost $35.03 Unrealized
IBHF ISHARES TR 0.2%
Value ($000) $7,014 Shares 303,880 Est. Cost $23.14 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $2,197 Shares 5,862 Est. Cost $361.29 Unrealized +7.6%
CALAMOS DYNAMIC CONV & INCOM 0.1%
Value ($000) $2,365 Shares 113,353 Est. Cost $23.01 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $1,418 Shares 6,715 Est. Cost $156.42 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $1,098 Shares 11,694 Est. Cost $95.75 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $1,568 Shares 8,336 Est. Cost $209.12 Unrealized -10.0%
DVY ISHARES TR 0.2%
Value ($000) $8,556 Shares 60,621 Est. Cost $114.16 Unrealized
ASTS AST SPACEMOBILE INC 0.1%
Value ($000) $2,788 Shares 38,390 Est. Cost $48.19 Unrealized +48.1%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $407 Shares 4,723 Est. Cost $47.94 Unrealized +71.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $646 Shares 1,265 Est. Cost $430.12 Unrealized +22.5%
AOM ISHARES TR 0.1%
Value ($000) $3,226 Shares 67,597 Est. Cost $41.91 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $374 Shares 4,876 Est. Cost $54.62 Unrealized +31.2%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1,898 Shares 8,962 Est. Cost $166.56 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $462 Shares 5,284 Est. Cost $66.95 Unrealized +27.4%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $530 Shares 2,940 Est. Cost $130.77 Unrealized +44.6%
XYLG GLOBAL X FDS 0.0%
Value ($000) $563 Shares 20,490 Est. Cost $26.26 Unrealized
EATON VANCE TAX-ADVANTAGED G 0.0%
Value ($000) $395 Shares 12,999 Est. Cost $24.35 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $226 Shares 28,385 Est. Cost $9.67 Unrealized -15.9%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $256 Shares 3,478 Est. Cost $45.71 Unrealized +48.7%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $1,570 Shares 109,361 Est. Cost $15.18 Unrealized
TRIN TRINITY CAP INC 0.0%
Value ($000) $1,390 Shares 94,861 Est. Cost $14.18 Unrealized -0.6%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,027 Shares 42,471 Est. Cost $37.09 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $281 Shares 6,153 Est. Cost $20.07 Unrealized +103.5%
COPY RBB FUND TRUST 0.0%
Value ($000) $836 Shares 64,841 Est. Cost $12.36 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $315 Shares 7,226 Est. Cost $41.49 Unrealized +9.6%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $441 Shares 2,659 Est. Cost $151.46 Unrealized +11.4%
GRNY TIDAL TRUST I 0.0%
Value ($000) $1,130 Shares 45,634 Est. Cost $23.39 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $433 Shares 1,112 Est. Cost $301.85 Unrealized +37.0%
BNDC FLEXSHARES TR 0.0%
Value ($000) $1,726 Shares 77,165 Est. Cost $22.13 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $367 Shares 7,791 Est. Cost $26.75 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $929 Shares 20,616 Est. Cost $39.71 Unrealized +10.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $246 Shares 3,912 Est. Cost $59.58 Unrealized -0.3%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $436 Shares 24,297 Est. Cost $15.24 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $10,387 Shares 128,825 Est. Cost $80.40 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $2,309 Shares 16,590 Est. Cost $112.09 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,614 Shares 191,925 Est. Cost $27.51 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,504 Shares 36,112 Est. Cost $32.72 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,065 Shares 3,687 Est. Cost $180.86 Unrealized +59.6%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $200 Shares 7,398 Est. Cost $26.17 Unrealized
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $255 Shares 2,809 Est. Cost $63.73 Unrealized +34.6%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $523 Shares 6,725 Est. Cost $52.89 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $520 Shares 2,802 Est. Cost $109.56 Unrealized +70.2%
IMCG ISHARES TR 0.0%
Value ($000) $669 Shares 8,375 Est. Cost $63.79 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $2,831 Shares 8,410 Est. Cost $217.18 Unrealized +57.0%
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $645 Shares 7,482 Est. Cost $52.49 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $271 Shares 7,045 Est. Cost $33.05 Unrealized +12.7%
MARM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,094 Shares 33,103 Est. Cost $30.49 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,658 Shares 5,364 Est. Cost $195.73 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $571 Shares 2,320 Est. Cost $203.17 Unrealized +21.9%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $512 Shares 2,646 Est. Cost $105.00 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $796 Shares 15,386 Est. Cost $42.55 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $849 Shares 11,766 Est. Cost $130.92 Unrealized -43.6%
AGNC AGNC INVT CORP 0.0%
Value ($000) $315 Shares 29,391 Est. Cost $10.03 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $986 Shares 4,085 Est. Cost $145.33 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,151 Shares 8,263 Est. Cost $102.57 Unrealized
AES AES CORP 0.0%
Value ($000) $1,047 Shares 72,994 Est. Cost $16.23 Unrealized -13.5%
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $3,267 Shares 51,923 Est. Cost $39.31 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $471 Shares 6,511 Est. Cost $69.64 Unrealized
TWI TITAN INTL INC ILL 0.0%
Value ($000) $888 Shares 113,377 Est. Cost $8.27 Unrealized -5.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $457 Shares 7,801 Est. Cost $50.58 Unrealized +18.1%
DMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,470 Shares 32,495 Est. Cost $36.73 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $545 Shares 2,944 Est. Cost $106.97 Unrealized +68.3%
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $915 Shares 21,161 Est. Cost $37.95 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $842 Shares 5,607 Est. Cost $146.47 Unrealized +4.3%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $327 Shares 3,684 Est. Cost $75.39 Unrealized +18.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $322 Shares 476 Est. Cost $490.61 Unrealized +38.8%
AN AUTONATION INC 0.0%
Value ($000) $1,344 Shares 6,508 Est. Cost $147.13 Unrealized +41.4%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $407 Shares 9,227 Est. Cost $39.86 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $2,143 Shares 39,169 Est. Cost $46.40 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.0%
Value ($000) $465 Shares 7,613 Est. Cost $59.07 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1,034 Shares 13,711 Est. Cost $59.67 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5,555 Shares 120,553 Est. Cost $38.41 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $827 Shares 4,915 Est. Cost $70.37 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $2,765 Shares 20,462 Est. Cost $95.79 Unrealized +39.4%
FFOX FUNDX INVT TR 0.0%
Value ($000) $695 Shares 25,485 Est. Cost $26.25 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $225 Shares 13,027 Est. Cost $18.68 Unrealized -5.6%
OZ BELPOINTE PREP LLC 0.0%
Value ($000) $488 Shares 7,500 Est. Cost $64.14 Unrealized -1.8%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $299 Shares 5,561 Est. Cost $34.86 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $392 Shares 6,536 Est. Cost $52.48 Unrealized +9.2%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $119 Shares 13,789 Est. Cost $9.52 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $284 Shares 7,843 Est. Cost $24.96 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,117 Shares 24,870 Est. Cost $32.35 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $904 Shares 21,324 Est. Cost $31.87 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $310 Shares 2,324 Est. Cost $130.04 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $258 Shares 2,800 Est. Cost $103.18 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $801 Shares 18,843 Est. Cost $40.88 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,430 Shares 187,563 Est. Cost $23.62 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $653 Shares 16,958 Est. Cost $31.44 Unrealized
BOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $835 Shares 16,902 Est. Cost $48.68 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $294 Shares 3,130 Est. Cost $72.01 Unrealized
WSFS WSFS FINL CORP 0.0%
Value ($000) $281 Shares 5,082 Est. Cost $39.24 Unrealized +39.5%
QFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $865 Shares 25,235 Est. Cost $33.72 Unrealized
TDTT FLEXSHARES TR 0.0%
Value ($000) $895 Shares 37,195 Est. Cost $24.29 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $1,019 Shares 14,651 Est. Cost $60.48 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $686 Shares 4,381 Est. Cost $108.48 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $611 Shares 15,559 Est. Cost $37.04 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $915 Shares 12,333 Est. Cost $64.77 Unrealized +9.6%
GMOM CAMBRIA ETF TR 0.0%
Value ($000) $474 Shares 14,130 Est. Cost $28.13 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $829 Shares 21,109 Est. Cost $34.47 Unrealized
FFSM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $300 Shares 9,768 Est. Cost $29.54 Unrealized
AJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,265 Shares 45,424 Est. Cost $27.60 Unrealized
AIFD TCW ETF TRUST 0.0%
Value ($000) $382 Shares 10,170 Est. Cost $32.61 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $560 Shares 19,815 Est. Cost $22.93 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $382 Shares 1,341 Est. Cost $200.32 Unrealized +46.3%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $248 Shares 3,488 Est. Cost $68.14 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $310 Shares 6,984 Est. Cost $34.94 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $669 Shares 16,190 Est. Cost $35.91 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $620 Shares 2,399 Est. Cost $239.05 Unrealized +9.1%
ITOT ISHARES TR 0.1%
Value ($000) $2,903 Shares 19,523 Est. Cost $102.42 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $1,300 Shares 24,067 Est. Cost $44.97 Unrealized +21.6%
EIG EMPLOYERS HLDGS INC 0.0%
Value ($000) $299 Shares 6,936 Est. Cost $36.30 Unrealized +11.9%
CGIE CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $588 Shares 16,882 Est. Cost $30.72 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $522 Shares 16,410 Est. Cost $23.92 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $401 Shares 3,500 Est. Cost $100.60 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $587 Shares 10,291 Est. Cost $48.53 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $629 Shares 6,883 Est. Cost $78.69 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $596 Shares 11,555 Est. Cost $41.51 Unrealized
DGRE WISDOMTREE TR 0.0%
Value ($000) $224 Shares 7,139 Est. Cost $22.85 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $348 Shares 3,761 Est. Cost $81.57 Unrealized +15.9%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $407 Shares 1,960 Est. Cost $202.53 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $231 Shares 4,207 Est. Cost $50.26 Unrealized
IBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $454 Shares 15,529 Est. Cost $27.91 Unrealized
CPNJ CALAMOS ETF TR 0.0%
Value ($000) $853 Shares 31,612 Est. Cost $26.76 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $54 Shares 10,169 Est. Cost $2.88 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $579 Shares 12,163 Est. Cost $35.44 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $512 Shares 12,393 Est. Cost $39.55 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $439 Shares 5,812 Est. Cost $74.46 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $581 Shares 4,713 Est. Cost $84.79 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,317 Shares 52,891 Est. Cost $36.20 Unrealized
EBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $595 Shares 20,733 Est. Cost $28.32 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $880 Shares 34,174 Est. Cost $25.90 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $388 Shares 9,334 Est. Cost $36.54 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,165 Shares 3,855 Est. Cost $252.89 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $75 Shares 20,000 Est. Cost $3.77 Unrealized -2.8%
OUSA ALPS ETF TR 0.0%
Value ($000) $277 Shares 4,793 Est. Cost $41.43 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $3,565 Shares 41,336 Est. Cost $74.77 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $216 Shares 3,926 Est. Cost $51.29 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $390 Shares 11,811 Est. Cost $26.83 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $410 Shares 10,242 Est. Cost $36.49 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $537 Shares 13,852 Est. Cost $38.28 Unrealized
JUST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $309 Shares 3,196 Est. Cost $55.48 Unrealized
MSTB ETF SER SOLUTIONS 0.0%
Value ($000) $848 Shares 21,230 Est. Cost $28.43 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $207 Shares 6,317 Est. Cost $31.75 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $261 Shares 6,017 Est. Cost $41.03 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $486 Shares 5,148 Est. Cost $81.36 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $551 Shares 3,892 Est. Cost $73.89 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $316 Shares 5,917 Est. Cost $50.88 Unrealized
GEL GENESIS ENERGY L P 0.0%
Value ($000) $568 Shares 36,421 Est. Cost $13.07 Unrealized
TJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $684 Shares 25,017 Est. Cost $25.35 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $631 Shares 11,921 Est. Cost $41.56 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $1,744 Shares 36,490 Est. Cost $40.77 Unrealized
SES SES AI CORPORATION 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $0.92 Unrealized +143.7%
APRW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $372 Shares 10,671 Est. Cost $34.33 Unrealized
NMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $304 Shares 10,314 Est. Cost $26.11 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $341 Shares 7,895 Est. Cost $34.45 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $451 Shares 3,403 Est. Cost $88.13 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $415 Shares 7,970 Est. Cost $49.70 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $375 Shares 5,256 Est. Cost $59.72 Unrealized
AFMC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $366 Shares 10,621 Est. Cost $33.97 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $295 Shares 6,212 Est. Cost $39.44 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $50 Shares 20,220 Est. Cost $2.21 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $98 Shares 10,094 Est. Cost $10.25 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $647 Shares 14,171 Est. Cost $44.84 Unrealized
CREDIT SUISSE HIGH YIELD CRE 0.0%
Value ($000) $157 Shares 78,739 Est. Cost $2.40 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $299 Shares 7,296 Est. Cost $39.58 Unrealized
NANC TIDAL TRUST I 0.0%
Value ($000) $517 Shares 11,321 Est. Cost $43.36 Unrealized
CPSM CALAMOS ETF TR 0.0%
Value ($000) $476 Shares 16,612 Est. Cost $28.35 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $396 Shares 12,486 Est. Cost $27.01 Unrealized
ITT ITT INC 0.0%
Value ($000) $498 Shares 2,870 Est. Cost $131.56 Unrealized +36.2%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $430 Shares 3,181 Est. Cost $121.03 Unrealized +12.2%
SPBO SPDR SERIES TRUST 0.0%
Value ($000) $240 Shares 8,166 Est. Cost $29.84 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $500 Shares 8,942 Est. Cost $39.64 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $1,078 Shares 21,259 Est. Cost $48.82 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $458 Shares 4,495 Est. Cost $66.80 Unrealized +55.1%
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $490 Shares 4,848 Est. Cost $95.31 Unrealized
IBDX ISHARES TR 0.0%
Value ($000) $400 Shares 15,660 Est. Cost $25.05 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1,434 Shares 5,728 Est. Cost $189.39 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $264 Shares 12,000 Est. Cost $24.85 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,750 Shares 34,739 Est. Cost $50.75 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $472 Shares 4,538 Est. Cost $100.66 Unrealized
REAX THE REAL BROKERAGE INC 0.0%
Value ($000) $59 Shares 16,050 Est. Cost $2.74 Unrealized +40.9%
WTV WISDOMTREE TR 0.0%
Value ($000) $470 Shares 5,037 Est. Cost $81.59 Unrealized
FHEQ FIDELITY GREENWOOD STREET TR 0.0%
Value ($000) $343 Shares 11,093 Est. Cost $30.64 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $530 Shares 20,833 Est. Cost $25.01 Unrealized
BNY MELLON HIGH YIELD STRATE 0.0%
Value ($000) $83 Shares 33,370 Est. Cost $3.06 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.0%
Value ($000) $154 Shares 12,344 Est. Cost $11.54 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $312 Shares 7,450 Est. Cost $41.73 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $647 Shares 3,516 Est. Cost $146.35 Unrealized +24.4%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $358 Shares 5,610 Est. Cost $71.29 Unrealized -14.5%
ZSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $371 Shares 13,855 Est. Cost $25.59 Unrealized
YDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $215 Shares 8,199 Est. Cost $25.25 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $52 Shares 12,474 Est. Cost $3.02 Unrealized +28.7%
DSI ISHARES TR 0.0%
Value ($000) $225 Shares 1,744 Est. Cost $120.61 Unrealized
IBDV ISHARES TR 0.0%
Value ($000) $435 Shares 19,710 Est. Cost $21.54 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $467 Shares 10,079 Est. Cost $44.83 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $203 Shares 8,730 Est. Cost $25.76 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,005 Shares 3,425 Est. Cost $185.93 Unrealized +55.1%
IBDY ISHARES TR 0.0%
Value ($000) $253 Shares 9,688 Est. Cost $25.47 Unrealized
IBDZ ISHARES TR 0.0%
Value ($000) $221 Shares 8,384 Est. Cost $25.47 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $301 Shares 10,789 Est. Cost $28.24 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $537 Shares 6,496 Est. Cost $80.94 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $301 Shares 11,977 Est. Cost $25.30 Unrealized
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $203 Shares 1,869 Est. Cost $105.50 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $597 Shares 7,698 Est. Cost $62.65 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $390 Shares 5,192 Est. Cost $73.46 Unrealized
IBDW ISHARES TR 0.0%
Value ($000) $423 Shares 19,996 Est. Cost $20.62 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $625 Shares 3,561 Est. Cost $119.98 Unrealized
SEPM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $226 Shares 7,092 Est. Cost $29.65 Unrealized
CFO VICTORY PORTFOLIOS II 0.0%
Value ($000) $388 Shares 5,254 Est. Cost $52.67 Unrealized
DMBS DOUBLELINE ETF TRUST 0.0%
Value ($000) $285 Shares 5,735 Est. Cost $47.01 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $353 Shares 12,798 Est. Cost $27.25 Unrealized
EXFY EXPENSIFY INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $2.08 Unrealized -23.7%
APRJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $446 Shares 18,096 Est. Cost $24.74 Unrealized
IBHI ISHARES TR 0.0%
Value ($000) $450 Shares 19,047 Est. Cost $23.55 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $164 Shares 15,034 Est. Cost $11.51 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $273 Shares 5,206 Est. Cost $51.43 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $230 Shares 6,563 Est. Cost $34.73 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $618 Shares 23,769 Est. Cost $25.58 Unrealized
TJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $255 Shares 8,629 Est. Cost $29.45 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $266 Shares 3,291 Est. Cost $67.93 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $202 Shares 5,024 Est. Cost $40.46 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $253 Shares 5,285 Est. Cost $47.66 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $242 Shares 12,496 Est. Cost $17.41 Unrealized
IBDU ISHARES TR 0.0%
Value ($000) $421 Shares 17,968 Est. Cost $21.97 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $354 Shares 39,527 Est. Cost $8.72 Unrealized
AVMU AMERICAN CENTY ETF TR 0.0%
Value ($000) $446 Shares 9,642 Est. Cost $44.03 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $377 Shares 15,517 Est. Cost $23.87 Unrealized
GGG GRACO INC 0.0%
Value ($000) $403 Shares 4,915 Est. Cost $80.10 Unrealized +2.3%
LDSF FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $590 Shares 30,788 Est. Cost $19.09 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $665 Shares 38,416 Est. Cost $17.82 Unrealized
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $252 Shares 5,000 Est. Cost $50.37 Unrealized
CLOI VANECK ETF TRUST 0.0%
Value ($000) $1,471 Shares 27,854 Est. Cost $52.90 Unrealized
RAVI FLEXSHARES TR 0.0%
Value ($000) $222 Shares 2,947 Est. Cost $75.50 Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $225 Shares 5,868 Est. Cost $37.21 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $152 Shares 19,584 Est. Cost $8.55 Unrealized -3.8%
IYJ ISHARES TR 0.0%
Value ($000) $601 Shares 4,057 Est. Cost $121.89 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,260 Shares 30,175 Est. Cost $66.30 Unrealized
FLRG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $299 Shares 7,887 Est. Cost $38.05 Unrealized
PMBS PIMCO ETF TR 0.0%
Value ($000) $541 Shares 10,895 Est. Cost $48.64 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $505 Shares 5,079 Est. Cost $86.38 Unrealized