Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 30, 2026

Total Value ($000): $2,492,129 (100.0% shares, 0.0% debt)

Holdings (1,582)

New Positions (170)

AVEM AVANTIS EMERGING MARKETS EQUITY ETF 1.3%
Value ($000) $33,411 Shares 433,802 Est. Cost $77.02 Unrealized
NOVO-NORDISK A S 0.0%
Value ($000) $1,203 Shares 12,500 Est. Cost Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.0%
Value ($000) $528 Shares 6,000 Est. Cost $88.01 Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $500 Shares 16,774 Est. Cost $32.66 Unrealized 0.0%
SPDR S&P 500 ETF TR 0.0%
Value ($000) $341 Shares 500 Est. Cost Unrealized
LIDR AEYE INC CL A NEW 0.0%
Value ($000) $166 Shares 90,000 Est. Cost $2.53 Unrealized 0.0%
USPX FRANKLIN U.S. EQUITY INDEX ETF 0.0%
Value ($000) $152 Shares 2,543 Est. Cost $59.78 Unrealized
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $149 Shares 11,706 Est. Cost $13.36 Unrealized 0.0%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $109 Shares 1,337 Est. Cost $84.91 Unrealized 0.0%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $74 Shares 875 Est. Cost $85.12 Unrealized
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $59 Shares 1,227 Est. Cost $48.09 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $56 Shares 2,194 Est. Cost $25.53 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value ($000) $54 Shares 1,262 Est. Cost $42.99 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $50 Shares 1,349 Est. Cost $36.85 Unrealized
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.0%
Value ($000) $50 Shares 1,600 Est. Cost $30.94 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $28.80 Unrealized 0.0%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $47 Shares 934 Est. Cost $63.41 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $45 Shares 3,500 Est. Cost $12.86 Unrealized
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value ($000) $44 Shares 739 Est. Cost $59.96 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $46.04 Unrealized 0.0%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $42 Shares 1,687 Est. Cost $24.73 Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $41 Shares 1,775 Est. Cost $23.07 Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value ($000) $40 Shares 1,054 Est. Cost $38.17 Unrealized
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $40 Shares 612 Est. Cost $65.55 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $39 Shares 597 Est. Cost $65.40 Unrealized
MSTX DEFIANCE DAILY TARGET 2X LONG MSTR ETF 0.0%
Value ($000) $31 Shares 8,000 Est. Cost $3.85 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $27 Shares 987 Est. Cost $27.62 Unrealized
NVDX T-REX 2X LONG NVIDIA DAILY TARGET ETF 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.12 Unrealized
SOUNDHOUND AI INC 0.0%
Value ($000) $25 Shares 2,500 Est. Cost Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $25 Shares 240 Est. Cost $103.37 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $24 Shares 250 Est. Cost $97.40 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $23 Shares 290 Est. Cost $80.28 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $23 Shares 500 Est. Cost $46.29 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $22 Shares 465 Est. Cost $47.97 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ETF 0.0%
Value ($000) $22 Shares 466 Est. Cost $47.70 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $21 Shares 283 Est. Cost $75.59 Unrealized
DAVE DAVE INC CLASS A COM NEW 0.0%
Value ($000) $21 Shares 94 Est. Cost $215.10 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $20 Shares 395 Est. Cost $41.86 Unrealized 0.0%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $101.98 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $20 Shares 265 Est. Cost $76.23 Unrealized
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $20 Shares 2,100 Est. Cost $8.48 Unrealized 0.0%
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $19 Shares 423 Est. Cost $45.89 Unrealized
GIAX NICHOLAS GLOBAL EQUITY AND INCOME ETF 0.0%
Value ($000) $19 Shares 1,155 Est. Cost $16.45 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $17 Shares 342 Est. Cost $47.08 Unrealized 0.0%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $16 Shares 700 Est. Cost $30.98 Unrealized 0.0%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.46 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $15 Shares 337 Est. Cost $44.50 Unrealized
IBHJ ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $15 Shares 563 Est. Cost $26.61 Unrealized
IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $15 Shares 634 Est. Cost $23.63 Unrealized
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.0%
Value ($000) $15 Shares 572 Est. Cost $26.14 Unrealized
IBHL ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $15 Shares 581 Est. Cost $25.73 Unrealized
IBHK ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $15 Shares 578 Est. Cost $25.85 Unrealized
IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF 0.0%
Value ($000) $15 Shares 566 Est. Cost $26.37 Unrealized
IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 0.0%
Value ($000) $15 Shares 575 Est. Cost $25.94 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 133 Est. Cost $109.32 Unrealized 0.0%
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value ($000) $14 Shares 440 Est. Cost $31.32 Unrealized 0.0%
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $13 Shares 457 Est. Cost $28.07 Unrealized
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $13 Shares 878 Est. Cost $14.61 Unrealized
OBK ORIGIN BANCORP INC COM 0.0%
Value ($000) $13 Shares 333 Est. Cost $35.83 Unrealized 0.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $12 Shares 202 Est. Cost $58.09 Unrealized
MTZ MASTEC INC COM 0.0%
Value ($000) $12 Shares 53 Est. Cost $209.86 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.74 Unrealized 0.0%
FDMO FIDELITY MOMENTUM FACTOR ETF 0.0%
Value ($000) $11 Shares 130 Est. Cost $83.96 Unrealized
CLS CELESTICA INC COM 0.0%
Value ($000) $11 Shares 36 Est. Cost $301.37 Unrealized 0.0%
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $10 Shares 870 Est. Cost $13.12 Unrealized 0.0%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $10 Shares 102 Est. Cost $97.45 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $10 Shares 250 Est. Cost $39.50 Unrealized
ANGX ANGEL STUDIOS INC CL A COM 0.0%
Value ($000) $9 Shares 1,934 Est. Cost $5.93 Unrealized 0.0%
BETA BETA TECHNOLOGIES INC COM SHS CL A 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.84 Unrealized 0.0%
RCAT RED CAT HLDGS INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $9.57 Unrealized 0.0%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $8 Shares 157 Est. Cost $48.18 Unrealized
KHPI KENSINGTON HEDGED PREMIUM INCOME ETF 0.0%
Value ($000) $5 Shares 213 Est. Cost $25.66 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $5 Shares 186 Est. Cost $26.51 Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $65.64 Unrealized 0.0%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.28 Unrealized 0.0%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $85.42 Unrealized
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.96 Unrealized 0.0%
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $75.44 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $4 Shares 143 Est. Cost $25.08 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $3 Shares 52 Est. Cost $63.23 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $168.08 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $2 Shares 134 Est. Cost $15.68 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $82.26 Unrealized 0.0%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $164.86 Unrealized 0.0%
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.01 Unrealized
CNA CNA FINL CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $45.85 Unrealized 0.0%
EXPO EXPONENT INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $70.04 Unrealized 0.0%
KBR KBR INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $42.74 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $61.82 Unrealized 0.0%
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $1 Shares 54 Est. Cost $20.03 Unrealized 0.0%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $95.68 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $322.65 Unrealized 0.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $1 Shares 47 Est. Cost $26.85 Unrealized 0.0%
GGB GERDAU SA SPON ADR REP PFD 0.0%
Value ($000) $1 Shares 344 Est. Cost $3.69 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $193.39 Unrealized 0.0%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.19 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $33.85 Unrealized 0.0%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $298.42 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.00 Unrealized 0.0%
KVYO KLAVIYO INC COM SER A 0.0%
Value ($000) $1 Shares 34 Est. Cost $28.01 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $40.78 Unrealized 0.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $76.48 Unrealized 0.0%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $81.59 Unrealized 0.0%
TLRY TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 114 Est. Cost $12.20 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $178.28 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.44 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $18.02 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.49 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.79 Unrealized 0.0%
FIG FIGMA INC CLASS A COM STK 0.0%
Value ($000) $1 Shares 26 Est. Cost $45.19 Unrealized 0.0%
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $1 Shares 236 Est. Cost $4.58 Unrealized 0.0%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $17.11 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.43 Unrealized 0.0%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $216.57 Unrealized 0.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 91 Est. Cost $14.76 Unrealized 0.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $11.43 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $129.40 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $353.69 Unrealized 0.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $330.24 Unrealized 0.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $313.44 Unrealized 0.0%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $40.93 Unrealized 0.0%
G GENPACT LIMITED SHS 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.25 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.09 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.34 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $44.69 Unrealized
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $91.86 Unrealized 0.0%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.37 Unrealized 0.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $105.17 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.45 Unrealized 0.0%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 3 Est. Cost $185.35 Unrealized 0.0%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $50.09 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.24 Unrealized 0.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 5 Est. Cost $103.14 Unrealized 0.0%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.94 Unrealized 0.0%
QGEN QIAGEN NV ORD SHARES 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.26 Unrealized 0.0%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.35 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $170.79 Unrealized 0.0%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $178.00 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $70.36 Unrealized 0.0%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $75.90 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.27 Unrealized 0.0%
UAMY UNITED STATES ANTIMONY CORP COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $7.85 Unrealized 0.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $97.34 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.13 Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.85 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $8.63 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.63 Unrealized 0.0%
NGVC NATURAL GROCERS BY VITAMIN COT COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.88 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $0 Shares 13 Est. Cost $39.99 Unrealized 0.0%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $0 Shares 19 Est. Cost $26.23 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.50 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $122.95 Unrealized 0.0%
DAYFORCE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $68.83 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $79.69 Unrealized 0.0%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $38.70 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $213.29 Unrealized 0.0%
LIF LIFE360 INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $83.07 Unrealized 0.0%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.86 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $105.07 Unrealized 0.0%
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.32 Unrealized 0.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $383.35 Unrealized 0.0%
UNITI GROUP LLC COM SHS 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.02 Unrealized
COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.04 Unrealized
TOPT ISHARES TOP 20 U.S. STOCKS ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.20 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.09 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.81 Unrealized 0.0%
SURF AIR MOBILITY INC COM NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $1.95 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value ($000) $0 Shares 116 Est. Cost $0.90 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value ($000) $0 Shares 116 Est. Cost $0.52 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value ($000) $0 Shares 116 Est. Cost $0.40 Unrealized

Increased Positions (401)

HPE HEWLETT PACKARD ENTERPRISE CO COM 0.4%
Value ($000) $8,744 (+72178.4%) Shares 364,010 (+73735.7%) Est. Cost $23.42 Unrealized +0.1%
ADSK AUTODESK INC COM 0.3%
Value ($000) $7,849 (+25638.8%) Shares 26,517 (+27521.9%) Est. Cost $302.39 Unrealized +0.1%
EME EMCOR GROUP INC COM 0.3%
Value ($000) $7,625 (+41824.1%) Shares 12,463 (+44410.7%) Est. Cost $647.10 Unrealized +0.1%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $9,019 (+505.2%) Shares 56,230 (+512.0%) Est. Cost $142.26 Unrealized +8.0%
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $7,374 (+24903.9%) Shares 33,035 (+33268.7%) Est. Cost $265.17 Unrealized +0.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $5,033 (+12242.2%) Shares 8,686 (+10240.5%) Est. Cost $563.59 Unrealized +0.3%
V VISA INC COM CL A 0.9%
Value ($000) $23,450 (+19.9%) Shares 66,865 (+16.7%) Est. Cost $229.52 Unrealized +48.3%
BND VANGUARD TOTAL BOND MARKET ETF 4.8%
Value ($000) $119,471 (+3.3%) Shares 1,612,951 (+3.7%) Est. Cost $75.27 Unrealized
TEM TEMPUS AI INC CL A 0.1%
Value ($000) $3,450 (+267157.3%) Shares 58,430 (+365087.5%) Est. Cost $78.22 Unrealized +0.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 2.7%
Value ($000) $66,856 (+4.3%) Shares 1,854,014 (+4.6%) Est. Cost $31.12 Unrealized
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 3.8%
Value ($000) $94,228 (+2.9%) Shares 1,989,827 (+3.3%) Est. Cost $46.40 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $7,427 (+53.1%) Shares 11,212 (+57.8%) Est. Cost $696.14 Unrealized -5.1%
AVGO BROADCOM INC COM 0.5%
Value ($000) $11,842 (+24.0%) Shares 34,217 (+18.2%) Est. Cost $206.20 Unrealized +73.1%
JCPB JPMORGAN CORE PLUS BOND ETF 2.9%
Value ($000) $71,540 (+3.2%) Shares 1,510,882 (+3.7%) Est. Cost $46.82 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.5%
Value ($000) $12,321 (+20.3%) Shares 27,177 (+3.9%) Est. Cost $378.95 Unrealized +13.7%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.3%
Value ($000) $6,321 (+49.0%) Shares 41,307 (+47.1%) Est. Cost $129.45 Unrealized
NFLX NETFLIX INC COM 0.5%
Value ($000) $13,020 (-12.6%) Shares 138,865 (+1017.4%) Est. Cost $101.83 Unrealized +5.9%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.0%
Value ($000) $48,875 (+3.5%) Shares 508,270 (+3.8%) Est. Cost $95.16 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $30,162 (-5.1%) Shares 62,368 (+1.7%) Est. Cost $251.38 Unrealized +99.1%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.2%
Value ($000) $4,501 (+53.9%) Shares 60,190 (+57.8%) Est. Cost $72.57 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $17,401 (+8.7%) Shares 26,362 (+20.9%) Est. Cost $338.07 Unrealized +97.4%
BSX BOSTON SCIENTIFIC CORP COM 0.3%
Value ($000) $7,913 (+20.0%) Shares 82,989 (+22.8%) Est. Cost $100.22 Unrealized -2.2%
KO COCA COLA CO COM 0.2%
Value ($000) $5,657 (+30.1%) Shares 80,923 (+23.4%) Est. Cost $54.97 Unrealized +26.2%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $7,743 (-14.3%) Shares 94,762 (+2.8%) Est. Cost $45.60 Unrealized +97.5%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $19,975 (+6.9%) Shares 86,539 (+1.7%) Est. Cost $127.78 Unrealized +79.0%
PRU PRUDENTIAL FINL INC COM 0.5%
Value ($000) $12,014 (+11.7%) Shares 106,434 (+2.7%) Est. Cost $95.99 Unrealized +11.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $9,624 (-11.4%) Shares 27,968 (+4.3%) Est. Cost $284.48 Unrealized +28.2%
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 1.8%
Value ($000) $44,391 (+2.8%) Shares 957,324 (+3.1%) Est. Cost $46.51 Unrealized
MELI MERCADOLIBRE INC COM 0.5%
Value ($000) $11,733 (-9.0%) Shares 5,825 (+5.6%) Est. Cost $1248.49 Unrealized +68.2%
DLR DIGITAL RLTY TR INC COM 0.4%
Value ($000) $10,808 (-9.4%) Shares 69,857 (+1.2%) Est. Cost $107.20 Unrealized +52.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,268 (-29.4%) Shares 11,634 (+1.9%) Est. Cost $49.92 Unrealized +376.9%
T AT&T INC COM 0.3%
Value ($000) $7,478 (-9.8%) Shares 301,029 (+2.5%) Est. Cost $16.36 Unrealized +54.6%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $7,639 (+11.4%) Shares 36,046 (+20.6%) Est. Cost $211.20 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $7,039 (-9.8%) Shares 27,366 (+3.0%) Est. Cost $236.20 Unrealized +12.1%
TGT TARGET CORP COM 0.3%
Value ($000) $7,649 (+10.7%) Shares 78,255 (+1.5%) Est. Cost $93.83 Unrealized -2.3%
PODD INSULET CORP COM 0.5%
Value ($000) $11,227 (+6.6%) Shares 39,499 (+15.8%) Est. Cost $266.47 Unrealized +17.3%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,764 (+61.1%) Shares 3,616 (+58.4%) Est. Cost $394.54 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $14,546 (-4.3%) Shares 78,970 (+5.8%) Est. Cost $149.69 Unrealized +34.8%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $13,641 (+4.5%) Shares 89,503 (+6.5%) Est. Cost $114.15 Unrealized +32.6%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,216 (+84.4%) Shares 1,784 (+80.2%) Est. Cost $548.95 Unrealized
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $29,652 (+1.9%) Shares 158,993 (+1.9%) Est. Cost $108.57 Unrealized +71.4%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $12,096 (+4.6%) Shares 21,188 (+4.2%) Est. Cost $361.86 Unrealized +54.5%
RMD RESMED INC COM 0.2%
Value ($000) $4,340 (-10.0%) Shares 18,018 (+2.3%) Est. Cost $271.84 Unrealized -6.0%
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $7,244 (+6.4%) Shares 15,421 (+11.8%) Est. Cost $511.67 Unrealized -13.2%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $931 (+87.8%) Shares 14,455 (+23.5%) Est. Cost $30.91 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $11,916 (-3.4%) Shares 101,665 (+2.0%) Est. Cost $81.86 Unrealized +48.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $726 (+131.2%) Shares 1,273 (+147.2%) Est. Cost $549.46 Unrealized +5.3%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $2,570 (+17.6%) Shares 6,486 (+5.4%) Est. Cost $216.58 Unrealized
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $11,524 (-3.1%) Shares 80,413 (+3.9%) Est. Cost $138.63 Unrealized +6.2%
COST COSTCO WHOLESALE CORPORATION COM 0.5%
Value ($000) $11,875 (-2.8%) Shares 13,771 (+4.3%) Est. Cost $546.39 Unrealized +65.8%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $4,491 (-7.1%) Shares 60,808 (+1.5%) Est. Cost $60.33 Unrealized +29.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $2,180 (+17.8%) Shares 14,664 (+15.3%) Est. Cost $99.64 Unrealized
VICI VICI PPTYS INC COM 0.3%
Value ($000) $6,987 (-4.5%) Shares 248,458 (+10.8%) Est. Cost $29.22 Unrealized +0.3%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $314 (+2575.4%) Shares 1,617 (+3134.0%) Est. Cost $210.51 Unrealized -0.3%
VCRB VANGUARD CORE BOND ETF 0.2%
Value ($000) $4,711 (+6.8%) Shares 60,473 (+7.6%) Est. Cost $77.60 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $378 (+262.1%) Shares 9,005 (+200.2%) Est. Cost $34.78 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $571 (+85.5%) Shares 4,423 (+81.0%) Est. Cost $117.22 Unrealized
FLCB FRANKLIN U.S CORE BOND ETF 0.2%
Value ($000) $4,003 (+6.4%) Shares 185,092 (+6.9%) Est. Cost $23.94 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $756 (+45.7%) Shares 7,180 (+16.2%) Est. Cost $84.91 Unrealized +9.8%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $284 (+295.6%) Shares 1,750 (+268.4%) Est. Cost $157.56 Unrealized +10.2%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $225 (+1133.7%) Shares 3,851 (+1092.3%) Est. Cost $53.58 Unrealized +1.6%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $400 (+85.0%) Shares 4,858 (+77.3%) Est. Cost $80.39 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $315 (+115.8%) Shares 1,102 (+26.5%) Est. Cost $129.05 Unrealized +77.7%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $1,009 (+16.8%) Shares 13,694 (+2.5%) Est. Cost $44.87 Unrealized +51.5%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $6,649 (-2.0%) Shares 18,918 (+3.1%) Est. Cost $353.50 Unrealized +2.8%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $155 (+505.0%) Shares 5,860 (+515.5%) Est. Cost $28.09 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $261 (+91.7%) Shares 3,762 (+88.0%) Est. Cost $59.26 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $525 (+27.1%) Shares 5,252 (+27.6%) Est. Cost $103.60 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $161 (+197.3%) Shares 5,644 (+191.2%) Est. Cost $30.42 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $326 (+46.5%) Shares 2,823 (+43.0%) Est. Cost $84.95 Unrealized +38.5%
GLW CORNING INC COM 0.0%
Value ($000) $240 (+72.5%) Shares 2,746 (+61.6%) Est. Cost $55.99 Unrealized +53.6%
ABBV ABBVIE INC COM 0.0%
Value ($000) $981 (+11.3%) Shares 4,293 (+12.8%) Est. Cost $115.08 Unrealized +97.7%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $132 (+304.2%) Shares 3,445 (+282.8%) Est. Cost $35.62 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $127 (+284.3%) Shares 1,157 (+288.3%) Est. Cost $109.53 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $94 (+17641.9%) Shares 550 (+13650.0%) Est. Cost $153.14 Unrealized +0.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $94 (-46.7%) Shares 2,329 (+3.2%) Est. Cost $31.31 Unrealized +19.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $874 (+9.8%) Shares 13,250 (+8.5%) Est. Cost $137.13 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $281 (+37.9%) Shares 2,050 (+43.5%) Est. Cost $123.75 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $281 (+37.6%) Shares 6,442 (+3.5%) Est. Cost $19.90 Unrealized +88.1%
BA BOEING CO COM 0.0%
Value ($000) $427 (+21.7%) Shares 1,967 (+21.0%) Est. Cost $189.88 Unrealized +8.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $3,142 (+2.4%) Shares 6,639 (+1.4%) Est. Cost $193.98 Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $316 (+29.5%) Shares 3,455 (+30.0%) Est. Cost $91.69 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $83 (+543.6%) Shares 3,700 (+610.2%) Est. Cost $21.10 Unrealized +0.1%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $104 (+200.9%) Shares 154 (+220.8%) Est. Cost $544.99 Unrealized +15.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $1,254 (+5.6%) Shares 8,736 (+3.7%) Est. Cost $107.60 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $330 (+25.3%) Shares 3,686 (+22.3%) Est. Cost $71.41 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $110 (+141.2%) Shares 10,989 (+289.0%) Est. Cost $13.47 Unrealized +6.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $300 (+25.8%) Shares 1,220 (+23.6%) Est. Cost $218.51 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $385 (+18.7%) Shares 2,250 (+15.5%) Est. Cost $136.70 Unrealized +24.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $138 (+74.4%) Shares 1,872 (+69.3%) Est. Cost $63.90 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $83 (+224.4%) Shares 1,044 (+243.4%) Est. Cost $79.51 Unrealized +4.3%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $59 (+1870.4%) Shares 2,650 (+2550.0%) Est. Cost $31.74 Unrealized +2.7%
NKE NIKE INC CL B 0.0%
Value ($000) $110 (+100.6%) Shares 1,725 (+119.5%) Est. Cost $84.18 Unrealized -22.9%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $209 (+35.7%) Shares 2,327 (+27.6%) Est. Cost $68.15 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $180 (+43.3%) Shares 3,630 (+87.6%) Est. Cost $47.29 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $61 (+665.6%) Shares 3,191 (+382.8%) Est. Cost $13.12 Unrealized +16.4%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $56 (+775.9%) Shares 651 (+684.3%) Est. Cost $82.43 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $125 (+65.3%) Shares 154 (+94.9%) Est. Cost $763.99 Unrealized +13.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $94 (+99.0%) Shares 1,872 (+98.1%) Est. Cost $50.51 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $479 (+10.7%) Shares 2,614 (+1.0%) Est. Cost $86.38 Unrealized +100.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $90 (+104.3%) Shares 509 (+62.6%) Est. Cost $180.44 Unrealized -9.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $243 (-15.0%) Shares 3,555 (+11.6%) Est. Cost $66.33 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $200 (+27.4%) Shares 648 (+24.4%) Est. Cost $154.22 Unrealized +95.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $2,954 (-1.4%) Shares 41,341 (+4.9%) Est. Cost $75.80 Unrealized
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value ($000) $410 (+11.3%) Shares 8,652 (+11.5%) Est. Cost $47.22 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,292 (+3.3%) Shares 1,714 (+2.3%) Est. Cost $574.28 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $492 (+8.7%) Shares 7,319 (+6.6%) Est. Cost $46.95 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $100 (+62.4%) Shares 1,772 (+59.5%) Est. Cost $52.74 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $70 (+117.4%) Shares 2,691 (+105.4%) Est. Cost $20.29 Unrealized +43.6%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $39 (+2426.3%) Shares 521 (+2381.0%) Est. Cost $71.22 Unrealized +1.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $71 (+97.7%) Shares 1,714 (+71.4%) Est. Cost $33.38 Unrealized +12.1%
BX BLACKSTONE INC COM 0.0%
Value ($000) $549 (+6.2%) Shares 3,562 (+17.8%) Est. Cost $80.03 Unrealized +89.3%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $464 (+7.5%) Shares 10,461 (+2.3%) Est. Cost $29.47 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $71 (+81.8%) Shares 407 (+100.5%) Est. Cost $174.19 Unrealized -5.6%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $58 (+106.3%) Shares 3,500 (+52.2%) Est. Cost $10.85 Unrealized +28.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $265 (+12.6%) Shares 3,148 (+13.1%) Est. Cost $86.28 Unrealized -2.6%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $719 (+4.2%) Shares 8,342 (+2.5%) Est. Cost $62.87 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $47 (+167.2%) Shares 53 (+130.4%) Est. Cost $752.34 Unrealized +8.7%
NOW SERVICENOW INC COM 0.0%
Value ($000) $57 (+101.4%) Shares 375 (+1109.7%) Est. Cost $171.73 Unrealized -0.1%
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $74 (+62.3%) Shares 3,591 (+62.6%) Est. Cost $20.08 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $102 (+38.1%) Shares 4,369 (+59.6%) Est. Cost $28.69 Unrealized -21.7%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $165 (-14.3%) Shares 1,463 (+8.5%) Est. Cost $94.32 Unrealized +37.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $48 (+135.3%) Shares 132 (+112.9%) Est. Cost $311.15 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $64 (+70.9%) Shares 369 (+19.4%) Est. Cost $66.12 Unrealized +129.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $618 (+4.4%) Shares 5,138 (+3.2%) Est. Cost $110.50 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $74 (+54.2%) Shares 905 (+15.6%) Est. Cost $46.83 Unrealized +50.3%
MAS MASCO CORP COM 0.0%
Value ($000) $27 (+2279.8%) Shares 424 (+2550.0%) Est. Cost $64.66 Unrealized +0.1%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $54 (+90.7%) Shares 2,069 (+92.5%) Est. Cost $20.75 Unrealized +34.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $126 (+25.7%) Shares 3,393 (+33.1%) Est. Cost $54.39 Unrealized -33.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $75 (+49.9%) Shares 2,610 (+1.6%) Est. Cost $14.84 Unrealized +57.5%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $118 (+26.9%) Shares 1,406 (+21.1%) Est. Cost $68.73 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $528 (+4.9%) Shares 4,638 (+4.8%) Est. Cost $87.60 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $25 (+4090.6%) Shares 390 (+3800.0%) Est. Cost $63.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $412 (+6.3%) Shares 2,153 (+5.2%) Est. Cost $172.54 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $309 (+7.7%) Shares 2,381 (+8.1%) Est. Cost $65.56 Unrealized +93.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $37 (+148.0%) Shares 391 (+150.6%) Est. Cost $91.97 Unrealized -2.1%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $133 (+19.5%) Shares 6,291 (+19.9%) Est. Cost $20.48 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $40 (+107.3%) Shares 850 (+88.9%) Est. Cost $48.25 Unrealized -10.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $20 (+6024.3%) Shares 54 (+2600.0%) Est. Cost $250.42 Unrealized +2.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $44 (+78.8%) Shares 192 (+54.8%) Est. Cost $217.70 Unrealized +0.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $22 (+587.3%) Shares 161 (+570.8%) Est. Cost $147.62 Unrealized -7.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $36 (+107.6%) Shares 307 (+80.6%) Est. Cost $87.50 Unrealized +18.4%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $509 (+3.5%) Shares 1,667 (+2.9%) Est. Cost $227.65 Unrealized +34.0%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $18 (+1090.0%) Shares 435 (+1142.9%) Est. Cost $40.43 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $120 (-11.7%) Shares 6,000 (+20.0%) Est. Cost $23.55 Unrealized -4.7%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $34 (+84.5%) Shares 613 (+88.0%) Est. Cost $58.64 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $35 (+79.1%) Shares 217 (+76.4%) Est. Cost $174.31 Unrealized -10.0%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $44 (+55.2%) Shares 608 (+196.6%) Est. Cost $96.16 Unrealized +5.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $150 (+11.4%) Shares 5,032 (+17.1%) Est. Cost $35.75 Unrealized -20.2%
F FORD MTR CO COM 0.0%
Value ($000) $81 (+22.2%) Shares 6,148 (+11.4%) Est. Cost $10.22 Unrealized +25.6%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $150 (+10.7%) Shares 6,802 (+11.1%) Est. Cost $21.24 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $29 (+92.2%) Shares 900 (+235.8%) Est. Cost $45.28 Unrealized -5.4%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $34 (+66.7%) Shares 405 (+97.6%) Est. Cost $113.87 Unrealized -22.3%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $23 (+143.2%) Shares 314 (+278.3%) Est. Cost $102.74 Unrealized +8.5%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $130 (+11.0%) Shares 897 (+2.2%) Est. Cost $70.49 Unrealized +88.1%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $146 (+9.5%) Shares 2,433 (+9.7%) Est. Cost $59.53 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $149 (+9.2%) Shares 2,712 (+2.5%) Est. Cost $33.27 Unrealized +58.3%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $320 (+3.9%) Shares 3,000 (+1.8%) Est. Cost $78.48 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $269 (+4.6%) Shares 5,721 (+4.4%) Est. Cost $39.86 Unrealized
TTAN SERVICETITAN INC SHS CL A 0.0%
Value ($000) $20 (+133.1%) Shares 192 (+120.7%) Est. Cost $103.14 Unrealized -5.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $42 (+36.5%) Shares 395 (+48.5%) Est. Cost $120.73 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $44 (+33.2%) Shares 871 (+2.8%) Est. Cost $39.31 Unrealized +10.2%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $21 (+98.4%) Shares 4 (+100.0%) Est. Cost $3782.99 Unrealized +35.8%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $54 (+23.4%) Shares 831 (+2.0%) Est. Cost $46.42 Unrealized +31.8%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $135 (+8.1%) Shares 800 (+14.3%) Est. Cost $170.89 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $186 (+5.8%) Shares 1,319 (+3.3%) Est. Cost $105.46 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $285 (-3.4%) Shares 25,324 (+1.3%) Est. Cost $13.02 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $16 (+174.7%) Shares 17 (+142.9%) Est. Cost $736.69 Unrealized +25.3%
MSCI MSCI INC COM 0.0%
Value ($000) $22 (+78.9%) Shares 39 (+77.3%) Est. Cost $560.67 Unrealized -0.1%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $74 (+15.4%) Shares 346 (+3.0%) Est. Cost $151.48 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $13 (+320.9%) Shares 150 (+200.0%) Est. Cost $71.18 Unrealized +0.4%
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value ($000) $37 (+35.5%) Shares 686 (+36.4%) Est. Cost $54.07 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $11 (+560.7%) Shares 57 (+418.2%) Est. Cost $178.74 Unrealized +1.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $44 (+27.4%) Shares 351 (+48.1%) Est. Cost $158.67 Unrealized -17.9%
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value ($000) $13 (+294.6%) Shares 401 (+301.0%) Est. Cost $30.49 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $11 (+513.4%) Shares 852 (+660.7%) Est. Cost $15.41 Unrealized -11.4%
KEX KIRBY CORP COM 0.0%
Value ($000) $34 (+36.8%) Shares 313 (+3.6%) Est. Cost $71.98 Unrealized +41.2%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value ($000) $30 (+44.9%) Shares 128 (+52.4%) Est. Cost $240.79 Unrealized -1.8%
SNDK SANDISK CORP COM 0.0%
Value ($000) $16 (+124.8%) Shares 68 (+6.3%) Est. Cost $58.53 Unrealized +242.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $16 (+112.6%) Shares 944 (+111.7%) Est. Cost $16.02 Unrealized +1.7%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $88 (+10.9%) Shares 3,605 (+11.0%) Est. Cost $34.52 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $31 (+36.7%) Shares 802 (+22.4%) Est. Cost $36.29 Unrealized -0.6%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $18 (+86.0%) Shares 86 (+59.3%) Est. Cost $299.56 Unrealized -39.5%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $28 (+39.9%) Shares 300 (+50.0%) Est. Cost $99.27 Unrealized -7.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $83 (+9.7%) Shares 543 (+3.2%) Est. Cost $120.56 Unrealized +22.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $77 (-8.3%) Shares 310 (+1.3%) Est. Cost $260.92 Unrealized -3.6%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $10 (+220.2%) Shares 43 (+377.8%) Est. Cost $283.94 Unrealized +4.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $82 (-7.4%) Shares 817 (+13.9%) Est. Cost $120.91 Unrealized -10.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $15 (+80.5%) Shares 231 (+79.1%) Est. Cost $70.55 Unrealized -13.5%
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $9 (+227.8%) Shares 1,489 (+238.4%) Est. Cost $6.72 Unrealized +4.5%
OXM OXFORD INDS INC COM 0.0%
Value ($000) $37 (-14.1%) Shares 1,070 (+1.9%) Est. Cost $99.54 Unrealized -62.6%
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $35 (+20.3%) Shares 535 (+18.1%) Est. Cost $50.56 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $46 (-10.8%) Shares 929 (+1.4%) Est. Cost $50.85 Unrealized +5.6%
ROST ROSS STORES INC COM 0.0%
Value ($000) $33 (+20.2%) Shares 186 (+1.6%) Est. Cost $145.20 Unrealized +14.7%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $85 (+7.1%) Shares 372 (+3.3%) Est. Cost $150.76 Unrealized +53.4%
SCYB SCHWAB HIGH YIELD BOND ETF 0.0%
Value ($000) $766 (+0.7%) Shares 29,008 (+1.9%) Est. Cost $26.13 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $58 (+9.7%) Shares 57 (+3.6%) Est. Cost $562.93 Unrealized +72.1%
HFSI HARTFORD STRATEGIC INCOME ETF 0.0%
Value ($000) $25 (+25.7%) Shares 703 (+26.0%) Est. Cost $35.54 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $46 (+12.1%) Shares 148 (+1.4%) Est. Cost $261.62 Unrealized +11.8%
SERV SERVE ROBOTICS INC COM 0.0%
Value ($000) $23 (+26.7%) Shares 2,200 (+41.9%) Est. Cost $9.83 Unrealized +22.2%
SRE SEMPRA COM 0.0%
Value ($000) $29 (+18.8%) Shares 333 (+21.1%) Est. Cost $72.47 Unrealized +24.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $40 (+12.9%) Shares 485 (+3.4%) Est. Cost $79.39 Unrealized -1.9%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $24 (+23.7%) Shares 11 (+10.0%) Est. Cost $1528.04 Unrealized +32.6%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $21 (+28.3%) Shares 149 (+24.2%) Est. Cost $123.19 Unrealized +6.8%
DOV DOVER CORP COM 0.0%
Value ($000) $25 (+21.7%) Shares 129 (+4.0%) Est. Cost $189.62 Unrealized -4.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $27 (+19.7%) Shares 221 (+16.9%) Est. Cost $103.96 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $145 (+3.1%) Shares 2,277 (+3.9%) Est. Cost $60.90 Unrealized +0.7%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $38 (+12.6%) Shares 109 (+3.8%) Est. Cost $431.19 Unrealized -21.9%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $8 (+100.9%) Shares 394 (+107.4%) Est. Cost $21.49 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $19 (+26.9%) Shares 132 (+7.3%) Est. Cost $47.47 Unrealized +179.7%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $40 (+11.0%) Shares 3,753 (+1.4%) Est. Cost $9.50 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $11 (+60.5%) Shares 58 (+70.6%) Est. Cost $189.08 Unrealized -4.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $45 (-8.1%) Shares 400 (+3.9%) Est. Cost $106.08 Unrealized +9.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $12 (+46.4%) Shares 16 (+6.7%) Est. Cost $596.66 Unrealized +13.7%
STT STATE STR CORP COM 0.0%
Value ($000) $25 (+18.6%) Shares 193 (+6.6%) Est. Cost $76.86 Unrealized +54.8%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $20 (+23.1%) Shares 151 (+12.7%) Est. Cost $108.59 Unrealized +23.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $50 (+7.9%) Shares 2,373 (+7.6%) Est. Cost $20.93 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $180 (-2.0%) Shares 2,066 (+6.5%) Est. Cost $54.06 Unrealized +68.1%
MCO MOODYS CORP COM 0.0%
Value ($000) $32 (+12.7%) Shares 62 (+5.1%) Est. Cost $357.98 Unrealized +36.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $4 (+377.3%) Shares 54 (+285.7%) Est. Cost $75.21 Unrealized -0.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $13 (+37.0%) Shares 103 (+5.1%) Est. Cost $109.54 Unrealized -2.2%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $51 (+6.7%) Shares 319 (+4.6%) Est. Cost $72.67 Unrealized +116.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $130 (+2.6%) Shares 1,934 (+3.5%) Est. Cost $56.13 Unrealized +15.0%
METCB RAMACO RES INC COM CL B 0.0%
Value ($000) $7 (-29.4%) Shares 629 (+1.3%) Est. Cost $10.66 Unrealized +33.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $5 (+119.6%) Shares 11 (+120.0%) Est. Cost $494.48 Unrealized -4.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $22 (+14.6%) Shares 235 (+15.8%) Est. Cost $88.58 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $12 (+29.5%) Shares 82 (+6.5%) Est. Cost $110.05 Unrealized +23.2%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $3 (+452.9%) Shares 25 (+525.0%) Est. Cost $145.90 Unrealized +0.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $28 (+10.6%) Shares 315 (+4.0%) Est. Cost $63.22 Unrealized +32.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $7 (+56.1%) Shares 86 (+43.3%) Est. Cost $61.68 Unrealized +29.2%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $4 (-38.0%) Shares 53 (+6.0%) Est. Cost $79.75 Unrealized +33.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $15 (+20.6%) Shares 39 (+8.3%) Est. Cost $276.86 Unrealized +35.5%
ROL ROLLINS INC COM 0.0%
Value ($000) $3 (+478.6%) Shares 51 (+466.7%) Est. Cost $58.30 Unrealized +0.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $18 (+16.0%) Shares 147 (+6.5%) Est. Cost $80.86 Unrealized +42.0%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $10 (+31.2%) Shares 128 (+8.5%) Est. Cost $42.12 Unrealized +78.7%
FAST FASTENAL CO COM 0.0%
Value ($000) $17 (-12.1%) Shares 434 (+7.4%) Est. Cost $38.49 Unrealized +9.2%
MDB MONGODB INC CL A 0.0%
Value ($000) $5 (+80.3%) Shares 12 (+33.3%) Est. Cost $237.09 Unrealized +53.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 (+92.7%) Shares 21 (+90.9%) Est. Cost $184.42 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $13 (+20.9%) Shares 121 (+15.2%) Est. Cost $92.39 Unrealized +11.7%
PPL PPL CORP COM 0.0%
Value ($000) $19 (+13.0%) Shares 538 (+19.8%) Est. Cost $34.02 Unrealized +5.3%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $12 (+21.2%) Shares 552 (+9.5%) Est. Cost $18.75 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $110 (+2.0%) Shares 2,269 (+2.0%) Est. Cost $31.87 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $112 (+1.8%) Shares 647 (+7.8%) Est. Cost $147.21 Unrealized +16.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $49 (+4.2%) Shares 479 (+4.4%) Est. Cost $90.01 Unrealized +13.5%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $37 (+5.6%) Shares 8,055 (+14.2%) Est. Cost $4.78 Unrealized -4.7%
NTAP NETAPP INC COM 0.0%
Value ($000) $12 (+19.1%) Shares 112 (+31.8%) Est. Cost $79.60 Unrealized +42.8%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $19 (+10.7%) Shares 192 (+1.1%) Est. Cost $57.82 Unrealized +55.2%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $14 (+14.2%) Shares 181 (+5.2%) Est. Cost $61.64 Unrealized +24.3%
CSX CSX CORP COM 0.0%
Value ($000) $9 (+25.8%) Shares 239 (+23.2%) Est. Cost $33.91 Unrealized +5.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $16 (+12.7%) Shares 1,172 (+3.5%) Est. Cost $16.55 Unrealized -23.7%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $5 (+48.1%) Shares 19 (+11.8%) Est. Cost $183.31 Unrealized +34.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $22 (+8.5%) Shares 113 (+4.6%) Est. Cost $227.35 Unrealized -16.6%
SNAP SNAP INC CL A 0.0%
Value ($000) $25 (+7.0%) Shares 3,140 (+2.2%) Est. Cost $8.29 Unrealized -4.6%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $6 (+38.3%) Shares 39 (+44.4%) Est. Cost $175.10 Unrealized -15.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 (-10.3%) Shares 36 (+2.9%) Est. Cost $170.43 Unrealized +159.7%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $7 (+31.8%) Shares 63 (+43.2%) Est. Cost $104.35 Unrealized +5.7%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $2 (+809.8%) Shares 28 (+833.3%) Est. Cost $61.03 Unrealized -0.6%
NUE NUCOR CORP COM 0.0%
Value ($000) $4 (+76.8%) Shares 22 (+46.7%) Est. Cost $149.56 Unrealized +0.1%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $59 (+2.7%) Shares 7,825 (+30.8%) Est. Cost $8.66 Unrealized +8.7%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $80 (+2.0%) Shares 553 (+99.6%) Est. Cost $164.46 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $27 (+5.8%) Shares 94 (+4.4%) Est. Cost $313.81 Unrealized -10.8%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $2 (+235.8%) Shares 29 (+190.0%) Est. Cost $60.91 Unrealized +7.3%
AA ALCOA CORP COM 0.0%
Value ($000) $3 (+93.5%) Shares 56 (+19.1%) Est. Cost $32.56 Unrealized +25.6%
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $2 (+284.8%) Shares 63 (+152.0%) Est. Cost $23.75 Unrealized +3.4%
WAB WABTEC COM 0.0%
Value ($000) $3 (+70.3%) Shares 16 (+60.0%) Est. Cost $171.13 Unrealized +20.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $2 (+266.7%) Shares 23 (+283.3%) Est. Cost $88.34 Unrealized -3.5%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $8 (+21.2%) Shares 106 (+23.3%) Est. Cost $44.24 Unrealized +69.7%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $32 (+4.5%) Shares 355 (+1.4%) Est. Cost $79.29 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $13 (-9.5%) Shares 45 (+200.0%) Est. Cost $260.88 Unrealized +16.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 (+79.4%) Shares 36 (+63.6%) Est. Cost $82.33 Unrealized -0.3%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $2 (+191.2%) Shares 24 (+140.0%) Est. Cost $68.09 Unrealized +13.8%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $65 (-2.0%) Shares 969 (+3.6%) Est. Cost $62.08 Unrealized +12.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $20 (+6.9%) Shares 365 (+4.3%) Est. Cost $51.55 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $68 (-1.8%) Shares 235 (+2.2%) Est. Cost $229.32 Unrealized +25.9%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $4 (+45.1%) Shares 62 (+24.0%) Est. Cost $62.38 Unrealized -8.9%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $3 (+54.8%) Shares 37 (+48.0%) Est. Cost $80.47 Unrealized +4.6%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $21 (-5.0%) Shares 1,024 (+2.4%) Est. Cost $17.18 Unrealized +19.8%
XPO XPO INC COM 0.0%
Value ($000) $14 (+8.3%) Shares 103 (+3.0%) Est. Cost $45.77 Unrealized +197.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $38 (-2.7%) Shares 146 (+1.4%) Est. Cost $177.74 Unrealized +49.5%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $2 (+106.8%) Shares 75 (+158.6%) Est. Cost $32.02 Unrealized -10.8%
SNA SNAP ON INC COM 0.0%
Value ($000) $15 (+7.4%) Shares 44 (+7.3%) Est. Cost $315.87 Unrealized +7.8%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 (+209.2%) Shares 33 (+200.0%) Est. Cost $46.70 Unrealized -2.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 (+93.8%) Shares 15 (+36.4%) Est. Cost $118.75 Unrealized +4.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $2 (+193.6%) Shares 87 (+210.7%) Est. Cost $19.18 Unrealized -8.1%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $5 (+22.2%) Shares 23 (+21.1%) Est. Cost $237.96 Unrealized -4.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $44 (-2.1%) Shares 235 (+6.8%) Est. Cost $168.45 Unrealized +11.7%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $28 (-3.2%) Shares 127 (+3.3%) Est. Cost $192.23 Unrealized +18.2%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $8 (-9.9%) Shares 49 (+6.5%) Est. Cost $154.10 Unrealized +18.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 (+83.0%) Shares 163 (+45.5%) Est. Cost $10.23 Unrealized +4.8%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 (+29.1%) Shares 20 (+11.1%) Est. Cost $165.55 Unrealized +12.1%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $10 (-8.4%) Shares 180 (+1.7%) Est. Cost $54.81 Unrealized -0.1%
CPRT COPART INC COM 0.0%
Value ($000) $11 (-7.2%) Shares 289 (+6.6%) Est. Cost $45.19 Unrealized -8.2%
GGG GRACO INC COM 0.0%
Value ($000) $5 (+23.4%) Shares 55 (+27.9%) Est. Cost $71.89 Unrealized +14.0%
APG API GROUP CORP COM STK 0.0%
Value ($000) $4 (+27.2%) Shares 104 (+14.3%) Est. Cost $28.64 Unrealized +29.1%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $2 (+121.5%) Shares 14 (+55.6%) Est. Cost $58.19 Unrealized +39.9%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $1 (+153.3%) Shares 7 (+75.0%) Est. Cost $151.99 Unrealized +12.8%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $8 (+10.7%) Shares 94 (+14.6%) Est. Cost $78.05 Unrealized +17.6%
NEXT NEXTDECADE CORP COM 0.0%
Value ($000) $26 (-3.0%) Shares 5,000 (+25.0%) Est. Cost $6.03 Unrealized -1.1%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $10 (-7.6%) Shares 262 (+11.0%) Est. Cost $53.50 Unrealized -19.1%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $18 (+4.7%) Shares 466 (+5.9%) Est. Cost $25.85 Unrealized +50.3%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $8 (+11.4%) Shares 28 (+16.7%) Est. Cost $308.33 Unrealized -9.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $4 (+21.0%) Shares 27 (+17.4%) Est. Cost $145.77 Unrealized +10.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 (+92.2%) Shares 29 (+70.6%) Est. Cost $50.28 Unrealized +3.1%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $12 (+6.8%) Shares 48 (+4.3%) Est. Cost $141.78 Unrealized +75.4%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $1 (+161.4%) Shares 8 (+100.0%) Est. Cost $130.89 Unrealized +11.8%
TPR TAPESTRY INC COM 0.0%
Value ($000) $2 (+83.3%) Shares 13 (+62.5%) Est. Cost $89.98 Unrealized +26.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 (+16.4%) Shares 17 (+30.8%) Est. Cost $314.78 Unrealized +3.7%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $5 (+17.3%) Shares 28 (+16.7%) Est. Cost $209.84 Unrealized -19.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $7 (+11.7%) Shares 54 (+8.0%) Est. Cost $82.54 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $2 (+40.8%) Shares 36 (+28.6%) Est. Cost $85.34 Unrealized -24.5%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $3 (+33.4%) Shares 51 (+21.4%) Est. Cost $44.85 Unrealized +14.4%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $2 (+59.5%) Shares 15 (+50.0%) Est. Cost $98.64 Unrealized +12.8%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $15 (+4.5%) Shares 240 (+3.4%) Est. Cost $35.96 Unrealized +77.1%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 (+87.1%) Shares 43 (+104.8%) Est. Cost $31.25 Unrealized +5.1%
RS RELIANCE INC COM 0.0%
Value ($000) $3 (+28.5%) Shares 10 (+25.0%) Est. Cost $294.67 Unrealized -4.6%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $5 (+16.3%) Shares 90 (+12.5%) Est. Cost $41.91 Unrealized
INSM INSMED INC COM PAR USD.01 0.0%
Value ($000) $1 (+111.5%) Shares 7 (+75.0%) Est. Cost $148.21 Unrealized +23.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $2 (+55.9%) Shares 24 (+41.2%) Est. Cost $65.92 Unrealized +10.8%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $2 (+55.4%) Shares 41 (+46.4%) Est. Cost $40.41 Unrealized +2.4%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $18 (+3.6%) Shares 20 (+5.3%) Est. Cost $552.74 Unrealized +73.8%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $2 (+44.6%) Shares 21 (+40.0%) Est. Cost $101.95 Unrealized -8.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $2 (-26.6%) Shares 342 (+9.6%) Est. Cost $4.26 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $38 (-1.6%) Shares 175 (+1.2%) Est. Cost $163.68 Unrealized +49.1%
BLCO BAUSCH PLUS LOMB CORP COMMON SHARES 0.0%
Value ($000) $1 (+113.8%) Shares 68 (+88.9%) Est. Cost $15.09 Unrealized +5.1%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $1 (+113.6%) Shares 12 (+140.0%) Est. Cost $105.95 Unrealized -10.4%
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $4 (-11.8%) Shares 50 (+2.0%) Est. Cost $86.19 Unrealized +12.0%
COO COOPER COS INC COM 0.0%
Value ($000) $1 (+438.7%) Shares 9 (+350.0%) Est. Cost $73.96 Unrealized +1.2%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $1 (+112.3%) Shares 7 (+75.0%) Est. Cost $129.69 Unrealized +13.6%
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 (+125.5%) Shares 16 (+128.6%) Est. Cost $71.91 Unrealized -10.1%
SARO STANDARDAERO INC COM 0.0%
Value ($000) $1 (+110.0%) Shares 38 (+100.0%) Est. Cost $27.64 Unrealized -1.5%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $1 (+108.3%) Shares 21 (+200.0%) Est. Cost $65.20 Unrealized -6.3%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $1 (+100.9%) Shares 32 (+100.0%) Est. Cost $33.55 Unrealized +0.8%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $6 (+10.0%) Shares 212 (+1.4%) Est. Cost $25.30 Unrealized +6.2%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $16 (-3.2%) Shares 459 (+5.0%) Est. Cost $18.97 Unrealized +73.4%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $3 (+20.4%) Shares 42 (+20.0%) Est. Cost $53.10 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $3 (+18.0%) Shares 73 (+12.3%) Est. Cost $38.77 Unrealized +12.6%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $1 (+119.8%) Shares 12 (+200.0%) Est. Cost $108.31 Unrealized -17.2%
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $1 (+52.9%) Shares 39 (+50.0%) Est. Cost $37.59 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $14 (+3.6%) Shares 111 (+12.1%) Est. Cost $145.27 Unrealized -7.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $1 (+353.2%) Shares 16 (+433.3%) Est. Cost $41.99 Unrealized -2.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $2 (+41.4%) Shares 12 (+33.3%) Est. Cost $129.92 Unrealized +10.6%
CRH CRH PLC ORD 0.0%
Value ($000) $9 (+5.6%) Shares 72 (+1.4%) Est. Cost $75.83 Unrealized +57.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $137 (-0.3%) Shares 592 (+1.7%) Est. Cost $182.93 Unrealized +24.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 (+88.7%) Shares 6 (+100.0%) Est. Cost $132.68 Unrealized +24.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 (+15.8%) Shares 16 (+14.3%) Est. Cost $169.80 Unrealized +18.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $5 (+10.3%) Shares 48 (+11.6%) Est. Cost $102.02 Unrealized -3.2%
KSCP KNIGHTSCOPE INC CL A NEW 0.0%
Value ($000) $1 (+80.6%) Shares 264 (+180.9%) Est. Cost $5.47 Unrealized -7.2%
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $1 (+77.2%) Shares 8 (+166.7%) Est. Cost $155.54 Unrealized -9.5%
RLI RLI CORP COM 0.0%
Value ($000) $4 (+10.8%) Shares 70 (+12.9%) Est. Cost $66.20 Unrealized -7.2%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $15 (+2.9%) Shares 188 (+3.9%) Est. Cost $67.13 Unrealized +12.9%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $1 (+79.6%) Shares 12 (+200.0%) Est. Cost $121.64 Unrealized -15.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $5 (+8.9%) Shares 10 (+25.0%) Est. Cost $486.34 Unrealized +8.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $11 (+4.0%) Shares 447 (+8.8%) Est. Cost $25.98 Unrealized -11.5%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $2 (+21.7%) Shares 86 (+26.5%) Est. Cost $35.26 Unrealized -20.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $2 (+33.4%) Shares 8 (+33.3%) Est. Cost $212.59 Unrealized -9.4%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $59 (-0.6%) Shares 320 (+2.9%) Est. Cost $139.00 Unrealized +31.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $2 (+23.7%) Shares 5 (+25.0%) Est. Cost $367.07 Unrealized -4.9%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $4 (+8.6%) Shares 67 (+13.6%) Est. Cost $55.44 Unrealized +12.4%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $1 (+48.4%) Shares 5 (+66.7%) Est. Cost $196.24 Unrealized +10.6%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $7 (+5.1%) Shares 97 (+1.0%) Est. Cost $60.14 Unrealized +11.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $2 (-14.6%) Shares 9 (+12.5%) Est. Cost $340.04 Unrealized -33.8%
XYL XYLEM INC COM 0.0%
Value ($000) $9 (-3.3%) Shares 66 (+4.8%) Est. Cost $107.66 Unrealized +33.4%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $14 (+2.2%) Shares 330 (+1.2%) Est. Cost $35.32 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $0 (+1188.0%) Shares 13 (+1200.0%) Est. Cost $24.79 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $2 (+16.0%) Shares 142 (+31.5%) Est. Cost $21.15 Unrealized -26.1%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $6 (+4.7%) Shares 245 (+1.2%) Est. Cost $19.78 Unrealized +14.6%
UDR UDR INC COM 0.0%
Value ($000) $19 (+1.4%) Shares 515 (+3.0%) Est. Cost $32.20 Unrealized +10.3%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $22 (-1.2%) Shares 1,976 (+3.3%) Est. Cost $11.16 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 (+32.7%) Shares 39 (+50.0%) Est. Cost $18.74 Unrealized +44.7%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $5 (+4.3%) Shares 62 (+3.3%) Est. Cost $69.10 Unrealized
MAGA POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $34 (-0.6%) Shares 661 (+1.5%) Est. Cost $35.73 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $6 (+3.0%) Shares 63 (+1.6%) Est. Cost $75.13 Unrealized
WING WINGSTOP INC COM 0.0%
Value ($000) $6 (+3.0%) Shares 25 (+8.7%) Est. Cost $181.41 Unrealized +36.5%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $7 (+2.5%) Shares 84 (+1.2%) Est. Cost $65.44 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $2 (+10.2%) Shares 144 (+2.1%) Est. Cost $9.26 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $5 (+3.3%) Shares 71 (+16.4%) Est. Cost $73.29 Unrealized -9.2%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $5 (-2.7%) Shares 24 (+9.1%) Est. Cost $244.58 Unrealized -7.1%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 (+33.3%) Shares 27 (+58.8%) Est. Cost $37.58 Unrealized -46.8%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $4 (-3.0%) Shares 36 (+2.9%) Est. Cost $94.03 Unrealized
IONR IONEER LTD SPONSORED ADS 0.0%
Value ($000) $0 (+60.9%) Shares 60 (+50.0%) Est. Cost $3.77 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $3 (-3.7%) Shares 17 (+13.3%) Est. Cost $89.39 Unrealized +87.1%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $2 (-4.5%) Shares 303 (+6.3%) Est. Cost $32.61 Unrealized
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $31 (-0.3%) Shares 263 (+100.8%) Est. Cost $158.24 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $4 (-2.2%) Shares 94 (+4.4%) Est. Cost $39.18 Unrealized +20.8%
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $2 (-4.5%) Shares 40 (+25.0%) Est. Cost $37.19 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $1 (-7.6%) Shares 64 (+8.5%) Est. Cost $17.98 Unrealized -8.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 (+13.1%) Shares 10 (+11.1%) Est. Cost $71.79 Unrealized -8.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $11 (+0.6%) Shares 125 (+5.0%) Est. Cost $50.80 Unrealized +70.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $2 (-3.3%) Shares 42 (+2.4%) Est. Cost $38.96 Unrealized +1.0%
COTY COTY INC COM CL A 0.0%
Value ($000) $0 (-7.3%) Shares 152 (+21.6%) Est. Cost $4.66 Unrealized -22.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 (+6.7%) Shares 9 (+12.5%) Est. Cost $59.54 Unrealized -4.8%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $3 (+0.8%) Shares 74 (+1.4%) Est. Cost $38.17 Unrealized
SAIL SAILPOINT INC COM 0.0%
Value ($000) $1 (-4.7%) Shares 26 (+4.0%) Est. Cost $20.94 Unrealized -0.5%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $2 (+1.3%) Shares 41 (+105.0%) Est. Cost $59.72 Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $1 (+1.4%) Shares 28 (+100.0%) Est. Cost $67.88 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $20 (+0.0%) Shares 800 (+12.5%) Est. Cost $30.69 Unrealized
SACH SACHEM CAP CORP COM 0.0%
Value ($000) $0 (-1.9%) Shares 199 (+4.7%) Est. Cost $3.77 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $2 (+0.1%) Shares 69 (+4.5%) Est. Cost $29.53 Unrealized -21.1%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $3 (+0.1%) Shares 56 (+100.0%) Est. Cost $63.23 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $0 (+1.0%) Shares 2 (+100.0%) Est. Cost $68.00 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $0 (+0.7%) Shares 3 (+50.0%) Est. Cost $44.65 Unrealized +2.0%

Exited Positions (116)

EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.2%
Value ($000) $4,045 Shares 60,118 Est. Cost $57.22 Unrealized
SPDR GOLD TR 0.0%
Value ($000) $533 Shares 1,500 Est. Cost Unrealized
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $194 Shares 3,640 Est. Cost $55.99 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $113 Shares 4,473 Est. Cost $24.65 Unrealized
TGRW T. ROWE PRICE GROWTH STOCK ETF 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $20.57 Unrealized
T-REX 2X LONG MSTR DAILY TARGET ETF 0.0%
Value ($000) $74 Shares 16,000 Est. Cost $6.40 Unrealized
QID PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $73 Shares 3,400 Est. Cost $21.53 Unrealized
NVDU DIREXION DAILY NVDA BULL 2X SHARES 0.0%
Value ($000) $66 Shares 500 Est. Cost $105.42 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $64 Shares 2,755 Est. Cost $23.28 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $54 Shares 31,111 Est. Cost $1.42 Unrealized
WSR WHITESTONE REIT COM 0.0%
Value ($000) $53 Shares 4,289 Est. Cost $13.31 Unrealized
PROSHARES ULTRASHORT S&P500 0.0%
Value ($000) $51 Shares 3,500 Est. Cost $14.45 Unrealized
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $22.00 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $40 Shares 676 Est. Cost $48.88 Unrealized
RWM PROSHARES SHORT RUSSELL2000 0.0%
Value ($000) $29 Shares 1,750 Est. Cost $16.79 Unrealized
SLVP ISHARES MSCI GLOBAL SILVER MINERS ETF 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $27.37 Unrealized
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $27 Shares 2,700 Est. Cost $10.37 Unrealized
EU ENCORE ENERGY CORP COM NEW 0.0%
Value ($000) $26 Shares 8,000 Est. Cost $2.69 Unrealized +6.2%
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.93 Unrealized -0.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $25 Shares 482 Est. Cost $51.05 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $21 Shares 432 Est. Cost $32.96 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $20 Shares 208 Est. Cost $79.71 Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $35.51 Unrealized +7.8%
EH EHANG HLDGS LTD ADS 0.0%
Value ($000) $19 Shares 999 Est. Cost $18.57 Unrealized
POWL POWELL INDS INC COM 0.0%
Value ($000) $18 Shares 60 Est. Cost $180.41 Unrealized +86.5%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $15 Shares 245 Est. Cost $58.26 Unrealized
PRGS PROGRESS SOFTWARE CORP COM 0.0%
Value ($000) $9 Shares 212 Est. Cost $47.26 Unrealized -7.8%
LII LENNOX INTL INC COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $581.04 Unrealized -14.0%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $9 Shares 93 Est. Cost $74.67 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $9 Shares 133 Est. Cost $52.38 Unrealized
LEU CENTRUS ENERGY CORP CL A 0.0%
Value ($000) $9 Shares 28 Est. Cost $123.11 Unrealized +145.3%
ARBE ARBE ROBOTICS LTD ORDINARY SHARES 0.0%
Value ($000) $8 Shares 5,000 Est. Cost $1.46 Unrealized +13.3%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $7 Shares 290 Est. Cost $24.79 Unrealized -0.4%
AMCOR PLC ORD 0.0%
Value ($000) $7 Shares 795 Est. Cost $9.15 Unrealized -9.8%
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $6 Shares 333 Est. Cost $16.48 Unrealized +5.0%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $6 Shares 115 Est. Cost $48.19 Unrealized +48.1%
KELLANOVA COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $68.63 Unrealized +20.4%
FLJH FRANKLIN FTSE JAPAN HEDGED ETF 0.0%
Value ($000) $5 Shares 125 Est. Cost $32.25 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $103.48 Unrealized -19.2%
PSIX POWER SOLUTIONS INTL INC COM NEW 0.0%
Value ($000) $4 Shares 40 Est. Cost $37.06 Unrealized +92.6%
DFDV DEFI DEVELOPMENT CORP COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $18.28 Unrealized -47.9%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.80 Unrealized +2.1%
FIZZ NATIONAL BEVERAGE CORP COM 0.0%
Value ($000) $3 Shares 78 Est. Cost $43.48 Unrealized -21.0%
ZVRA ZEVRA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.03 Unrealized -5.7%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $3 Shares 375 Est. Cost $7.05 Unrealized -26.9%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $136.83 Unrealized +22.7%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 165 Est. Cost $19.68 Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 17 Est. Cost $132.18 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $31.44 Unrealized
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 14 Est. Cost $152.00 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value ($000) $2 Shares 82 Est. Cost $25.61 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $145.49 Unrealized -22.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $26.27 Unrealized -1.1%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $2 Shares 72 Est. Cost $25.79 Unrealized
AMZA INFRACAP MLP ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $35.31 Unrealized
VERITEX HLDGS INC COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $27.16 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $28.92 Unrealized -7.5%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1253.17 Unrealized +11.4%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $1 Shares 21 Est. Cost $54.34 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $174.77 Unrealized -15.9%
INGR INGREDION INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.89 Unrealized -12.5%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.15 Unrealized -12.8%
POST POST HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.19 Unrealized -5.2%
RVTY REVVITY INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $92.39 Unrealized +3.9%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.07 Unrealized -14.1%
VVV VALVOLINE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $40.01 Unrealized -19.7%
ADT ADT INC DEL COM 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.48 Unrealized -2.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 29 Est. Cost $38.13 Unrealized -50.3%
COMP COMPASS INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.10 Unrealized +12.6%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $52.67 Unrealized -50.7%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.57 Unrealized -9.2%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.72 Unrealized -28.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.68 Unrealized
INFORMATICA INC COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.37 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.95 Unrealized -17.0%
M MACYS INC COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $14.16 Unrealized +44.6%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $16.75 Unrealized +29.9%
ANGI ANGI INC CL A NEW 0.0%
Value ($000) $1 Shares 41 Est. Cost $14.45 Unrealized -10.9%
QLYS QUALYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.59 Unrealized +1.5%
FFIV F5 INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $313.03 Unrealized -14.1%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.03 Unrealized +32.7%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.47 Unrealized +19.8%
R RYDER SYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $180.37 Unrealized -0.4%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.80 Unrealized +8.9%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $186.67 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.63 Unrealized +7.0%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $21.40 Unrealized
BITX 2X BITCOIN STRATEGY ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.10 Unrealized
QIAGEN NV COM SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $48.08 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $121.47 Unrealized +28.9%
FIVN FIVE9 INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.02 Unrealized -18.4%
AVTR AVANTOR INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $20.32 Unrealized -39.4%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $22.09 Unrealized +7.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $16.09 Unrealized +5.2%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.37 Unrealized +0.5%
PEN PENUMBRA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $252.23 Unrealized +9.5%
TXT TEXTRON INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $81.39 Unrealized +2.8%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.11 Unrealized -8.1%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $30.20 Unrealized -8.5%
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.35 Unrealized +1.2%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $71.00 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $87.37 Unrealized -8.6%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $50.61 Unrealized -7.9%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $155.21 Unrealized -5.2%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $34.07 Unrealized -36.3%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $42.95 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $0 Shares 109 Est. Cost $85.20 Unrealized -96.8%
SBLX STABLEX TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 62 Est. Cost $7.28 Unrealized -46.2%
UNIT UNITI GROUP LLC COM SHS 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.16 Unrealized -11.5%
NDSN NORDSON CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $208.72 Unrealized +12.2%
WIX WIX COM LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.11 Unrealized -36.7%
MOLECULIN BIOTECH INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.70 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 7 Est. Cost $15.67 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.00 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.00 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP RT EXP 101025 0.0%
Value ($000) $0 Shares 867 Est. Cost $0.02 Unrealized

Decreased Positions (326)

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 3.6%
Value ($000) $90,164 (-24.9%) Shares 1,204,109 (-26.2%) Est. Cost $64.32 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $2,114 (-92.4%) Shares 41,804 (-92.4%) Est. Cost $50.71 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $236 (-98.3%) Shares 892 (-98.5%) Est. Cost $227.59 Unrealized +9.0%
JAAA JANUS HENDERSON AAA CLO ETF 0.2%
Value ($000) $5,635 (-69.4%) Shares 111,405 (-69.2%) Est. Cost $50.87 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $76 (-99.0%) Shares 1,405 (-98.9%) Est. Cost $64.53 Unrealized -11.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 (-100.0%) Shares 8 (-100.0%) Est. Cost $122.49 Unrealized -1.5%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $3,836 (-65.3%) Shares 21,850 (-61.9%) Est. Cost $208.86 Unrealized -13.7%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $988 (-81.8%) Shares 2,220 (-79.6%) Est. Cost $538.98 Unrealized -14.3%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $12 (-99.6%) Shares 112 (-99.6%) Est. Cost $101.96 Unrealized
PHM PULTE GROUP INC COM 0.3%
Value ($000) $6,773 (-28.1%) Shares 57,758 (-19.0%) Est. Cost $118.70 Unrealized +3.1%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $10,838 (+31.6%) Shares 10,084 (-6.5%) Est. Cost $761.26 Unrealized +25.5%
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $4,978 (-29.8%) Shares 18,356 (-36.4%) Est. Cost $182.31 Unrealized +37.5%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.3%
Value ($000) $8,304 (-18.0%) Shares 51,588 (-24.3%) Est. Cost $53.24 Unrealized +201.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $9,199 (+24.1%) Shares 16,242 (-2.0%) Est. Cost $536.04 Unrealized -0.7%
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $13,895 (+12.0%) Shares 54,070 (-10.7%) Est. Cost $123.95 Unrealized +93.2%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $7 (-99.4%) Shares 270 (-99.4%) Est. Cost $25.23 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $36,478 (-2.4%) Shares 134,180 (-8.6%) Est. Cost $145.47 Unrealized +84.5%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $12,802 (-6.6%) Shares 26,469 (-3.6%) Est. Cost $353.89 Unrealized +34.6%
TSLA TESLA INC COM 0.0%
Value ($000) $513 (-60.9%) Shares 1,141 (-61.4%) Est. Cost $293.33 Unrealized +51.1%
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $9,715 (+8.4%) Shares 11,053 (-1.8%) Est. Cost $289.01 Unrealized +181.4%
TFC TRUIST FINL CORP COM 0.5%
Value ($000) $12,489 (+6.3%) Shares 253,794 (-1.3%) Est. Cost $40.89 Unrealized +12.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $10,556 (+7.5%) Shares 51,009 (-3.7%) Est. Cost $149.61 Unrealized +31.7%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $8,242 (+9.1%) Shares 67,154 (-1.4%) Est. Cost $58.33 Unrealized +107.2%
AMGN AMGEN INC COM 0.2%
Value ($000) $5,495 (+13.9%) Shares 16,789 (-1.8%) Est. Cost $208.90 Unrealized +51.2%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $5,943 (+10.2%) Shares 4,891 (-2.1%) Est. Cost $721.00 Unrealized +62.5%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $28,441 (-1.7%) Shares 90,865 (-23.7%) Est. Cost $139.96 Unrealized +104.1%
SPGI S&P GLOBAL INC COM 0.7%
Value ($000) $18,128 (+2.7%) Shares 34,688 (-4.4%) Est. Cost $463.24 Unrealized +6.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $922 (-30.3%) Shares 28,746 (-32.0%) Est. Cost $24.20 Unrealized
ORI OLD REP INTL CORP COM 0.4%
Value ($000) $9,142 (+4.5%) Shares 200,302 (-2.7%) Est. Cost $19.15 Unrealized +113.2%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $14,337 (-2.4%) Shares 23,339 (-4.6%) Est. Cost $297.33 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $670 (-32.6%) Shares 3,372 (-34.0%) Est. Cost $130.90 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $10,812 (+3.0%) Shares 10,106 (-6.8%) Est. Cost $964.89 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $320 (-48.9%) Shares 19,416 (-46.8%) Est. Cost $14.60 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $554 (-34.9%) Shares 7,536 (-36.7%) Est. Cost $57.32 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $1,360 (+25.8%) Shares 4,335 (-2.4%) Est. Cost $147.92 Unrealized +93.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $687 (-27.6%) Shares 2,155 (-14.9%) Est. Cost $111.78 Unrealized +217.0%
SPG SIMON PPTY GROUP INC NEW COM 0.3%
Value ($000) $8,438 (-3.0%) Shares 45,582 (-1.6%) Est. Cost $164.85 Unrealized +9.2%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $71 (-77.7%) Shares 1,642 (-77.4%) Est. Cost $38.78 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $80 (-73.0%) Shares 1,094 (-73.2%) Est. Cost $57.63 Unrealized +22.3%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $659 (-24.2%) Shares 6,563 (-24.0%) Est. Cost $100.67 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $7 (-96.6%) Shares 113 (-99.9%) Est. Cost $48.04 Unrealized +22.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $699 (-22.2%) Shares 5,750 (-21.7%) Est. Cost $120.25 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $9,251 (+2.0%) Shares 384,809 (-1.3%) Est. Cost $26.19 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $3 (-98.4%) Shares 60 (-98.4%) Est. Cost $47.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $13,941 (+1.1%) Shares 47,065 (-3.7%) Est. Cost $114.03 Unrealized +162.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $438 (-25.4%) Shares 3,554 (-26.9%) Est. Cost $72.38 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $954 (+16.4%) Shares 1,666 (-3.0%) Est. Cost $161.36 Unrealized +244.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $576 (+25.9%) Shares 2,690 (-4.9%) Est. Cost $117.58 Unrealized +91.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1,023 (-10.3%) Shares 37,279 (-10.7%) Est. Cost $31.04 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $184 (-37.1%) Shares 559 (-34.2%) Est. Cost $359.22 Unrealized -6.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $428 (-19.7%) Shares 914 (-16.0%) Est. Cost $320.75 Unrealized +58.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $100 (-49.9%) Shares 470 (-51.2%) Est. Cost $151.93 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $122 (-44.8%) Shares 4,157 (-9.6%) Est. Cost $37.38 Unrealized +10.2%
KEY KEYCORP COM 0.0%
Value ($000) $134 (-41.8%) Shares 6,499 (-47.3%) Est. Cost $14.49 Unrealized +27.6%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $56 (-61.7%) Shares 1,243 (-62.8%) Est. Cost $35.51 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $593 (-13.3%) Shares 2,834 (-13.2%) Est. Cost $154.74 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $51 (-62.7%) Shares 3,485 (-60.6%) Est. Cost $10.53 Unrealized +61.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $285 (-23.0%) Shares 943 (-24.1%) Est. Cost $213.45 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $1 (-98.9%) Shares 32 (-97.9%) Est. Cost $50.65 Unrealized -20.0%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $38 (-66.8%) Shares 1,546 (-53.3%) Est. Cost $21.89 Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value ($000) $28 (-72.6%) Shares 495 (-72.5%) Est. Cost $51.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $854 (-7.8%) Shares 1,699 (-7.8%) Est. Cost $358.94 Unrealized +38.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $175 (-28.7%) Shares 828 (-29.7%) Est. Cost $162.01 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $3 (-95.5%) Shares 161 (-94.9%) Est. Cost $15.67 Unrealized +32.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $23 (-74.5%) Shares 200 (-77.8%) Est. Cost $99.03 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $266 (-19.1%) Shares 3,618 (-18.1%) Est. Cost $82.82 Unrealized -11.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $728 (-7.9%) Shares 4,096 (-5.5%) Est. Cost $66.08 Unrealized +174.0%
RR RICHTECH ROBOTICS INC CL B 0.0%
Value ($000) $39 (-60.4%) Shares 12,100 (-47.4%) Est. Cost $2.10 Unrealized +110.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $217 (-18.6%) Shares 4,060 (-26.3%) Est. Cost $44.50 Unrealized +9.5%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $160 (-23.1%) Shares 2,204 (-28.6%) Est. Cost $59.75 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $93 (-33.9%) Shares 1,020 (-39.4%) Est. Cost $25.60 Unrealized +251.3%
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value ($000) $4 (-91.8%) Shares 153 (-88.5%) Est. Cost $37.28 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 (-98.8%) Shares 22 (-98.9%) Est. Cost $24.31 Unrealized +3.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $450 (+10.9%) Shares 882 (-8.2%) Est. Cost $378.60 Unrealized +23.2%
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $46 (-48.6%) Shares 501 (-50.0%) Est. Cost $73.30 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,772 (-2.4%) Shares 2,587 (-4.6%) Est. Cost $472.15 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $5 (-89.0%) Shares 388 (-86.6%) Est. Cost $13.88 Unrealized +10.5%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 (-98.9%) Shares 3 (-98.5%) Est. Cost $230.23 Unrealized -23.2%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $71 (-35.3%) Shares 1,209 (-33.4%) Est. Cost $96.48 Unrealized -42.2%
IONQ IONQ INC COM 0.0%
Value ($000) $46 (-44.4%) Shares 1,023 (-23.8%) Est. Cost $41.99 Unrealized +33.5%
PWR QUANTA SVCS INC COM 0.3%
Value ($000) $7,963 (+0.5%) Shares 18,866 (-1.4%) Est. Cost $274.66 Unrealized +59.9%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value ($000) $11 (-76.8%) Shares 177 (-77.4%) Est. Cost $54.46 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $8 (-81.3%) Shares 150 (-76.9%) Est. Cost $53.66 Unrealized +11.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $45 (-42.3%) Shares 1,233 (-44.8%) Est. Cost $49.38 Unrealized -29.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $10 (-77.2%) Shares 115 (-77.5%) Est. Cost $67.59 Unrealized +29.4%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $31 (-51.1%) Shares 20,000 (-9.1%) Est. Cost $3.56 Unrealized -33.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $43 (-42.3%) Shares 306 (-66.9%) Est. Cost $96.97 Unrealized +16.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $295 (-9.7%) Shares 1,143 (-11.0%) Est. Cost $185.37 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $135 (-18.5%) Shares 504 (-25.1%) Est. Cost $302.56 Unrealized -16.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $36 (-45.4%) Shares 726 (-44.1%) Est. Cost $51.01 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $83 (-24.0%) Shares 567 (-7.4%) Est. Cost $135.72 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $496 (-5.0%) Shares 3,454 (-7.1%) Est. Cost $136.51 Unrealized +6.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $140 (-14.2%) Shares 2,597 (-28.3%) Est. Cost $59.56 Unrealized -20.2%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $7 (-76.2%) Shares 53 (-75.7%) Est. Cost $128.08 Unrealized +6.0%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $3 (-89.0%) Shares 37 (-88.1%) Est. Cost $82.25 Unrealized -6.7%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $326 (-6.1%) Shares 7,388 (-7.7%) Est. Cost $32.90 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $204 (-9.1%) Shares 1,797 (-8.5%) Est. Cost $116.53 Unrealized -6.0%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $0 (-99.2%) Shares 38 (-99.1%) Est. Cost $5.27 Unrealized -6.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $134 (-12.7%) Shares 1,067 (-6.6%) Est. Cost $109.89 Unrealized +15.8%
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value ($000) $1 (-96.1%) Shares 37 (-96.2%) Est. Cost $17.78 Unrealized +5.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $247 (+8.1%) Shares 667 (-2.9%) Est. Cost $176.84 Unrealized +101.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $43 (-30.0%) Shares 841 (-23.7%) Est. Cost $100.51 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $139 (-11.6%) Shares 2,530 (-13.1%) Est. Cost $49.43 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $15 (-53.5%) Shares 254 (-46.6%) Est. Cost $157.59 Unrealized -58.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $2 (-87.7%) Shares 23 (-87.4%) Est. Cost $127.08 Unrealized -21.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $28 (-36.9%) Shares 280 (-22.9%) Est. Cost $133.70 Unrealized -19.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $5 (-77.1%) Shares 332 (-41.8%) Est. Cost $20.62 Unrealized +38.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $16 (-49.7%) Shares 80 (-50.6%) Est. Cost $162.42 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $2 (-88.5%) Shares 14 (-86.4%) Est. Cost $154.67 Unrealized -1.7%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $43 (-25.8%) Shares 218 (-19.3%) Est. Cost $94.53 Unrealized +123.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $237 (-5.9%) Shares 1,799 (-7.3%) Est. Cost $111.34 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $50 (-22.9%) Shares 444 (-33.4%) Est. Cost $51.87 Unrealized +94.8%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $129 (-10.1%) Shares 514 (-7.9%) Est. Cost $151.99 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $20 (-40.7%) Shares 226 (-35.6%) Est. Cost $111.34 Unrealized -18.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $2 (-85.0%) Shares 18 (-84.2%) Est. Cost $139.17 Unrealized -4.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $55 (-19.6%) Shares 763 (-23.7%) Est. Cost $58.80 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $209 (+6.7%) Shares 620 (-1.3%) Est. Cost $130.66 Unrealized +160.7%
DOW DOW INC COM 0.0%
Value ($000) $43 (-23.0%) Shares 1,856 (-24.5%) Est. Cost $36.05 Unrealized -36.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $74 (-14.8%) Shares 1,001 (-4.8%) Est. Cost $74.30 Unrealized +1.6%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $25 (-34.0%) Shares 977 (-33.8%) Est. Cost $25.53 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $60 (+25.1%) Shares 157 (-1.3%) Est. Cost $283.02 Unrealized +30.0%
PAAA PGIM AAA CLO ETF 0.0%
Value ($000) $13 (-46.5%) Shares 260 (-46.3%) Est. Cost $51.47 Unrealized
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 0.1%
Value ($000) $1,270 (-0.9%) Shares 18,317 (-2.2%) Est. Cost $38.89 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $9 (-54.4%) Shares 32 (-62.8%) Est. Cost $236.59 Unrealized +10.6%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $288 (-3.6%) Shares 3,702 (-3.4%) Est. Cost $76.73 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $21 (-33.5%) Shares 60 (-35.5%) Est. Cost $294.20 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 (-90.4%) Shares 18 (-91.1%) Est. Cost $60.41 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $398 (-2.5%) Shares 1,370 (-1.3%) Est. Cost $217.54 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $5,753 (+0.2%) Shares 17,158 (-1.9%) Est. Cost $207.48 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $0 (-95.8%) Shares 3 (-95.8%) Est. Cost $122.39 Unrealized +25.7%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $49 (-16.9%) Shares 197 (-12.1%) Est. Cost $209.66 Unrealized +18.1%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $47 (-17.0%) Shares 358 (-7.7%) Est. Cost $106.30 Unrealized +29.5%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $0 (-97.5%) Shares 3 (-98.0%) Est. Cost $72.41 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $42 (-18.5%) Shares 613 (-23.4%) Est. Cost $59.41 Unrealized +16.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $43 (+26.7%) Shares 2,199 (-5.6%) Est. Cost $20.50 Unrealized -22.6%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $20 (-29.1%) Shares 3,500 (-3.0%) Est. Cost $4.19 Unrealized +74.2%
MET METLIFE INC COM 0.0%
Value ($000) $54 (-12.8%) Shares 690 (-9.0%) Est. Cost $53.67 Unrealized +47.1%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $4 (-64.3%) Shares 150 (-56.5%) Est. Cost $34.98 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $4 (-65.7%) Shares 10 (-60.0%) Est. Cost $590.14 Unrealized -29.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $21 (-26.1%) Shares 83 (-11.7%) Est. Cost $208.10 Unrealized +27.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $103 (+7.7%) Shares 1,123 (-10.1%) Est. Cost $66.92 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $332 (-2.2%) Shares 1,511 (-3.9%) Est. Cost $196.18 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $0 (-94.0%) Shares 5 (-93.8%) Est. Cost $101.19 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $78 (-8.6%) Shares 419 (-6.5%) Est. Cost $137.23 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $5 (-57.0%) Shares 215 (-65.0%) Est. Cost $18.10 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $38 (-15.8%) Shares 866 (-2.3%) Est. Cost $54.56 Unrealized -14.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $77 (-8.4%) Shares 392 (-1.3%) Est. Cost $180.95 Unrealized +7.8%
QXO QXO INC COM NEW 0.0%
Value ($000) $18 (-27.3%) Shares 952 (-28.2%) Est. Cost $20.71 Unrealized -7.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $163 (+4.4%) Shares 917 (-6.5%) Est. Cost $73.73 Unrealized +125.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $39 (-14.9%) Shares 1,115 (-15.6%) Est. Cost $34.91 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $120 (-5.3%) Shares 578 (-2.4%) Est. Cost $121.73 Unrealized +67.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 (-89.7%) Shares 29 (-87.2%) Est. Cost $33.42 Unrealized -13.9%
WSO WATSCO INC COM 0.0%
Value ($000) $14 (-31.7%) Shares 41 (-18.0%) Est. Cost $361.25 Unrealized -1.2%
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $68 (-8.6%) Shares 2,976 (-8.3%) Est. Cost $22.85 Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $9 (-40.8%) Shares 130 (-59.4%) Est. Cost $45.36 Unrealized +26.4%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $130 (-4.6%) Shares 5,345 (-4.3%) Est. Cost $23.71 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $2,073 (-0.3%) Shares 13,914 (-2.6%) Est. Cost $107.20 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $40 (+17.3%) Shares 129 (-1.5%) Est. Cost $162.91 Unrealized +75.1%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $16 (-26.4%) Shares 385 (-29.5%) Est. Cost $35.85 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $48 (-10.6%) Shares 453 (-4.6%) Est. Cost $106.93 Unrealized +0.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $38 (-12.5%) Shares 377 (-16.4%) Est. Cost $76.49 Unrealized +23.9%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $57 (-8.5%) Shares 3,195 (-3.8%) Est. Cost $12.24 Unrealized +42.1%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $12 (-29.5%) Shares 176 (-11.6%) Est. Cost $75.73 Unrealized -6.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $144 (+3.5%) Shares 1,799 (-2.7%) Est. Cost $67.16 Unrealized +22.8%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $2 (-68.1%) Shares 11 (-69.4%) Est. Cost $169.67 Unrealized +17.3%
DASH DOORDASH INC CL A 0.0%
Value ($000) $3 (-58.4%) Shares 15 (-50.0%) Est. Cost $219.40 Unrealized +6.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $209 (-2.2%) Shares 3,895 (-1.4%) Est. Cost $43.21 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $28 (-14.0%) Shares 404 (-6.0%) Est. Cost $44.14 Unrealized +64.8%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $20 (-18.1%) Shares 253 (-5.2%) Est. Cost $77.57 Unrealized +5.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $12 (-25.7%) Shares 213 (-31.3%) Est. Cost $56.42 Unrealized -3.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $30 (+16.0%) Shares 720 (-10.4%) Est. Cost $32.88 Unrealized +5.8%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $1 (-75.6%) Shares 17 (-57.5%) Est. Cost $89.63 Unrealized +9.8%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $97 (+4.1%) Shares 1,227 (-6.0%) Est. Cost $39.90 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $25 (-13.2%) Shares 67 (-1.5%) Est. Cost $239.10 Unrealized +62.6%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 (-76.2%) Shares 2 (-71.4%) Est. Cost $644.12 Unrealized -2.9%
MMM 3M CO COM 0.0%
Value ($000) $194 (+1.9%) Shares 1,211 (-1.1%) Est. Cost $99.35 Unrealized +64.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $11 (-24.6%) Shares 64 (-11.1%) Est. Cost $137.23 Unrealized +33.5%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $57 (-5.9%) Shares 2,799 (-5.1%) Est. Cost $18.31 Unrealized +8.1%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $22 (-14.1%) Shares 108 (-1.8%) Est. Cost $75.52 Unrealized +192.9%
VST VISTRA CORP COM 0.0%
Value ($000) $2 (-58.8%) Shares 15 (-50.0%) Est. Cost $181.73 Unrealized +0.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $22 (-12.9%) Shares 180 (-1.6%) Est. Cost $106.88 Unrealized +20.4%
KVUE KENVUE INC COM 0.0%
Value ($000) $11 (-22.8%) Shares 631 (-27.3%) Est. Cost $21.40 Unrealized -24.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $58 (-5.2%) Shares 130 (-7.1%) Est. Cost $358.54 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $0 (-90.5%) Shares 11 (-90.4%) Est. Cost $29.24 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $12 (-20.6%) Shares 67 (-15.2%) Est. Cost $71.42 Unrealized +162.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $26 (-10.5%) Shares 66 (-2.9%) Est. Cost $259.64 Unrealized +59.3%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $5 (-38.6%) Shares 68 (-35.2%) Est. Cost $116.24 Unrealized -40.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $58 (-4.8%) Shares 654 (-1.7%) Est. Cost $89.01 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $25 (+12.6%) Shares 112 (-5.1%) Est. Cost $210.34 Unrealized +3.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $14 (-17.1%) Shares 48 (-25.0%) Est. Cost $214.65 Unrealized +26.8%
MAT MATTEL INC COM 0.0%
Value ($000) $22 (+14.9%) Shares 1,100 (-2.6%) Est. Cost $21.24 Unrealized -9.1%
SPSC SPS COMM INC COM 0.0%
Value ($000) $1 (-69.3%) Shares 14 (-64.1%) Est. Cost $153.31 Unrealized -39.5%
FISV FISERV INC COM 0.0%
Value ($000) $3 (-51.6%) Shares 39 (-7.1%) Est. Cost $128.08 Unrealized -34.5%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $15 (-15.3%) Shares 191 (-2.1%) Est. Cost $79.83 Unrealized +3.2%
RDDT REDDIT INC CL A 0.0%
Value ($000) $2 (-57.2%) Shares 9 (-57.1%) Est. Cost $187.29 Unrealized +12.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $39 (-6.7%) Shares 514 (-8.9%) Est. Cost $59.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $459 (-0.6%) Shares 1,512 (-8.6%) Est. Cost $137.29 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $13 (-16.9%) Shares 326 (-1.8%) Est. Cost $32.76 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $4 (-42.8%) Shares 91 (-33.6%) Est. Cost $71.87 Unrealized -44.4%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $3 (-47.0%) Shares 286 (-53.0%) Est. Cost $7.67 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $9 (-21.7%) Shares 12 (-20.0%) Est. Cost $768.65 Unrealized +1.6%
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $1 (-81.4%) Shares 20 (-83.3%) Est. Cost $21.70 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $73 (-3.4%) Shares 465 (-13.2%) Est. Cost $155.34 Unrealized -7.8%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 (-95.7%) Shares 3 (-94.4%) Est. Cost $65.08 Unrealized -31.9%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 (-48.2%) Shares 70 (-47.8%) Est. Cost $41.03 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $5 (-31.0%) Shares 23 (-8.0%) Est. Cost $252.16 Unrealized +11.9%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $118 (-1.9%) Shares 180 (-7.7%) Est. Cost $293.96 Unrealized +107.2%
VRSN VERISIGN INC COM 0.0%
Value ($000) $4 (-37.9%) Shares 15 (-28.6%) Est. Cost $258.94 Unrealized -3.1%
HLLY HOLLEY INC COM 0.0%
Value ($000) $4 (-34.2%) Shares 1,000 (-50.0%) Est. Cost $3.35 Unrealized +7.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $2 (-54.2%) Shares 21 (-48.8%) Est. Cost $157.48 Unrealized
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $117 (-1.7%) Shares 2,644 (-1.5%) Est. Cost $50.92 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $45 (+4.5%) Shares 1,484 (-1.1%) Est. Cost $17.36 Unrealized +60.6%
UGI UGI CORP NEW COM 0.0%
Value ($000) $25 (+8.4%) Shares 674 (-3.7%) Est. Cost $39.11 Unrealized -9.4%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $3 (-36.2%) Shares 13 (-27.8%) Est. Cost $239.22 Unrealized +10.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $43 (-4.3%) Shares 334 (-14.1%) Est. Cost $109.61 Unrealized +13.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $1 (-73.5%) Shares 14 (-54.8%) Est. Cost $97.00 Unrealized -40.2%
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $1 (-65.1%) Shares 100 (-50.0%) Est. Cost $12.49 Unrealized +20.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $0 (-97.2%) Shares 2 (-97.2%) Est. Cost $25.37 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $7 (-20.8%) Shares 22 (-15.4%) Est. Cost $360.81 Unrealized -7.4%
BCE BCE INC COM NEW 0.0%
Value ($000) $21 (-7.5%) Shares 886 (-9.1%) Est. Cost $31.07 Unrealized -25.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $284 (-0.6%) Shares 10,568 (-2.7%) Est. Cost $31.39 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 (-23.3%) Shares 127 (-13.0%) Est. Cost $81.93 Unrealized -45.8%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $52 (-2.9%) Shares 527 (-18.3%) Est. Cost $123.88 Unrealized -25.1%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $6 (-20.1%) Shares 24 (-11.1%) Est. Cost $301.37 Unrealized -8.0%
AFL AFLAC INC COM 0.0%
Value ($000) $34 (-4.4%) Shares 309 (-3.1%) Est. Cost $48.44 Unrealized +126.8%
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value ($000) $0 (-77.2%) Shares 24 (-74.5%) Est. Cost $37.27 Unrealized -45.9%
AES AES CORP COM 0.0%
Value ($000) $23 (-6.2%) Shares 1,609 (-13.9%) Est. Cost $13.08 Unrealized +7.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $20 (-7.0%) Shares 256 (-6.9%) Est. Cost $77.26 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $4 (-28.0%) Shares 17 (-19.0%) Est. Cost $238.10 Unrealized -5.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $90 (+1.6%) Shares 1,883 (-8.6%) Est. Cost $44.86 Unrealized +2.1%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 (-14.7%) Shares 37 (-7.5%) Est. Cost $238.31 Unrealized -10.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $16 (+10.1%) Shares 205 (-3.3%) Est. Cost $56.98 Unrealized +25.7%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $15 (-8.6%) Shares 220 (-18.8%) Est. Cost $56.47 Unrealized +17.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $6 (-18.8%) Shares 38 (-15.6%) Est. Cost $162.76 Unrealized -4.0%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $0 (-95.7%) Shares 1 (-95.7%) Est. Cost $77.64 Unrealized -21.2%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $1 (-71.4%) Shares 9 (-65.4%) Est. Cost $91.12 Unrealized -28.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 (-38.1%) Shares 42 (-30.0%) Est. Cost $58.33 Unrealized -4.8%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $4 (-23.3%) Shares 60 (-21.1%) Est. Cost $69.57 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $54 (-2.3%) Shares 86 (-1.1%) Est. Cost $252.91 Unrealized +145.7%
EFX EQUIFAX INC COM 0.0%
Value ($000) $1 (-49.2%) Shares 6 (-40.0%) Est. Cost $262.93 Unrealized -16.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $21 (-5.7%) Shares 207 (-1.4%) Est. Cost $72.82 Unrealized +40.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $1 (-52.8%) Shares 6 (-50.0%) Est. Cost $133.27 Unrealized +36.6%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $45 (-2.6%) Shares 572 (-7.4%) Est. Cost $69.27 Unrealized +13.6%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 (-13.9%) Shares 26 (-7.1%) Est. Cost $241.70 Unrealized +21.3%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $3 (-25.5%) Shares 15 (-11.8%) Est. Cost $138.22 Unrealized +71.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $35 (-3.3%) Shares 473 (-3.3%) Est. Cost $117.44 Unrealized -40.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $20 (-5.5%) Shares 93 (-5.1%) Est. Cost $159.56 Unrealized +33.2%
CNH CNH INDL N V SHS 0.0%
Value ($000) $2 (-33.7%) Shares 249 (-21.9%) Est. Cost $11.17 Unrealized -10.6%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 (-47.1%) Shares 13 (-43.5%) Est. Cost $96.07 Unrealized +5.1%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $52 (-2.1%) Shares 400 (-3.8%) Est. Cost $82.71 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $8 (+17.2%) Shares 72 (-1.4%) Est. Cost $212.52 Unrealized -54.4%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $1 (-45.7%) Shares 4 (-42.9%) Est. Cost $322.11 Unrealized +1.4%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $3 (+49.8%) Shares 14 (-6.7%) Est. Cost $83.77 Unrealized +131.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $7 (+17.2%) Shares 47 (-6.0%) Est. Cost $387.99 Unrealized -63.1%
HUM HUMANA INC COM 0.0%
Value ($000) $2 (-31.8%) Shares 9 (-30.8%) Est. Cost $260.00 Unrealized +0.5%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $8 (-11.7%) Shares 364 (-3.7%) Est. Cost $23.20 Unrealized -2.0%
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value ($000) $0 (-93.4%) Shares 2 (-93.3%) Est. Cost $35.27 Unrealized -0.5%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $1 (-58.3%) Shares 4 (-66.7%) Est. Cost $130.39 Unrealized +21.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $16 (-5.7%) Shares 280 (-2.1%) Est. Cost $48.46 Unrealized +22.7%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $1 (-47.7%) Shares 9 (-35.7%) Est. Cost $152.94 Unrealized -15.5%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 (-11.0%) Shares 150 (-10.2%) Est. Cost $52.25 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 (-93.6%) Shares 1 (-92.9%) Est. Cost $73.92 Unrealized -6.7%
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value ($000) $1 (-45.2%) Shares 100 (-25.9%) Est. Cost $16.06 Unrealized -22.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $13 (-5.8%) Shares 199 (-6.6%) Est. Cost $80.61 Unrealized -18.6%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $2 (-30.6%) Shares 4 (-20.0%) Est. Cost $567.28 Unrealized -16.0%
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $9 (-7.7%) Shares 358 (-6.0%) Est. Cost $29.18 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $4 (-15.4%) Shares 31 (-11.4%) Est. Cost $125.34 Unrealized +26.1%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $13 (-5.4%) Shares 279 (-3.1%) Est. Cost $48.80 Unrealized
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $1 (-59.1%) Shares 3 (-25.0%) Est. Cost $412.70 Unrealized -42.9%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $1 (-52.3%) Shares 15 (-40.0%) Est. Cost $39.88 Unrealized +26.3%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $3 (-21.7%) Shares 16 (-15.8%) Est. Cost $152.36 Unrealized +5.6%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $1 (-41.9%) Shares 2 (-50.0%) Est. Cost $336.31 Unrealized +38.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 (-36.3%) Shares 14 (-33.3%) Est. Cost $81.60 Unrealized +9.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $12 (-5.4%) Shares 263 (-5.4%) Est. Cost $41.18 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $7 (-8.1%) Shares 36 (-10.0%) Est. Cost $160.69 Unrealized +18.3%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $1 (-49.2%) Shares 3 (-40.0%) Est. Cost $279.21 Unrealized -19.5%
PATH UIPATH INC CL A 0.0%
Value ($000) $5 (+15.2%) Shares 284 (-6.0%) Est. Cost $17.40 Unrealized -10.6%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $560 (+0.1%) Shares 5,884 (-2.1%) Est. Cost $76.11 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $5 (-11.4%) Shares 54 (-10.0%) Est. Cost $74.03 Unrealized +15.2%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $2 (-26.9%) Shares 25 (-21.9%) Est. Cost $51.15 Unrealized +30.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $6 (-8.5%) Shares 24 (-7.7%) Est. Cost $201.70 Unrealized +23.6%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $1 (-49.5%) Shares 4 (-50.0%) Est. Cost $125.09 Unrealized +15.8%
CPNG COUPANG INC CL A 0.0%
Value ($000) $1 (-32.3%) Shares 49 (-7.5%) Est. Cost $27.46 Unrealized +3.6%
GTLS CHART INDS INC COM 0.0%
Value ($000) $2 (-20.8%) Shares 10 (-23.1%) Est. Cost $166.38 Unrealized +21.8%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $1 (-32.3%) Shares 2 (-33.3%) Est. Cost $388.58 Unrealized +43.5%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $5 (-9.9%) Shares 356 (-8.7%) Est. Cost $16.01 Unrealized
SAIA SAIA INC COM 0.0%
Value ($000) $1 (-34.5%) Shares 3 (-40.0%) Est. Cost $340.27 Unrealized -11.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $1,548 (+0.0%) Shares 59,003 (-1.9%) Est. Cost $30.68 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $98 (+0.5%) Shares 2,644 (-8.6%) Est. Cost $32.34 Unrealized +16.8%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $5 (-9.8%) Shares 166 (-17.8%) Est. Cost $32.42 Unrealized -16.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $5 (-8.7%) Shares 100 (-8.3%) Est. Cost $73.70 Unrealized -28.7%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $17 (-2.8%) Shares 356 (-5.3%) Est. Cost $52.62 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 (-58.8%) Shares 7 (-46.2%) Est. Cost $85.56 Unrealized -39.2%
MRNA MODERNA INC COM 0.0%
Value ($000) $12 (+4.3%) Shares 400 (-8.7%) Est. Cost $61.43 Unrealized -55.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 (-31.3%) Shares 5 (-16.7%) Est. Cost $141.24 Unrealized +53.4%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 (-49.0%) Shares 6 (-40.0%) Est. Cost $97.18 Unrealized -14.2%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 (-43.8%) Shares 16 (-46.7%) Est. Cost $31.71 Unrealized +7.0%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $5 (-8.0%) Shares 24 (-11.1%) Est. Cost $154.36 Unrealized +25.5%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $1 (-35.9%) Shares 45 (-34.8%) Est. Cost $19.38 Unrealized -9.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $1 (-27.2%) Shares 2 (-33.3%) Est. Cost $436.60 Unrealized +30.0%
TER TERADYNE INC COM 0.0%
Value ($000) $2 (+20.6%) Shares 12 (-14.3%) Est. Cost $110.09 Unrealized +55.8%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $11 (-3.5%) Shares 78 (-4.9%) Est. Cost $98.57 Unrealized +32.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $24 (-1.5%) Shares 168 (-2.3%) Est. Cost $109.97 Unrealized
AIN ALBANY INTL CORP CL A 0.0%
Value ($000) $2 (-12.8%) Shares 44 (-8.3%) Est. Cost $96.93 Unrealized -46.8%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $6 (-4.8%) Shares 46 (-14.8%) Est. Cost $132.51 Unrealized -6.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $1 (-19.9%) Shares 17 (-32.0%) Est. Cost $65.78 Unrealized +7.5%
OKTA OKTA INC CL A 0.0%
Value ($000) $1 (-37.1%) Shares 6 (-33.3%) Est. Cost $106.80 Unrealized -18.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $7 (-3.7%) Shares 10 (-9.1%) Est. Cost $487.33 Unrealized +39.7%
VFC V F CORP COM 0.0%
Value ($000) $1 (-12.7%) Shares 80 (-30.4%) Est. Cost $25.79 Unrealized -37.2%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $0 (-30.4%) Shares 18 (-5.3%) Est. Cost $71.05 Unrealized -56.3%
CVNA CARVANA CO CL A 0.0%
Value ($000) $2 (-10.5%) Shares 4 (-20.0%) Est. Cost $275.79 Unrealized +34.8%
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $2 (-7.9%) Shares 32 (-23.8%) Est. Cost $52.25 Unrealized +19.4%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $3 (-5.6%) Shares 16 (-15.8%) Est. Cost $171.76 Unrealized +0.3%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $13 (-1.2%) Shares 94 (-9.6%) Est. Cost $107.22 Unrealized
SUTRO BIOPHARMA INC COM SHS 0.0%
Value ($000) $1 (+33.4%) Shares 50 (-90.0%) Est. Cost $4.62 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $6 (+2.4%) Shares 61 (-3.2%) Est. Cost $97.48 Unrealized -6.1%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $6 (-2.3%) Shares 96 (-11.1%) Est. Cost $42.73 Unrealized +25.4%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $1 (-15.6%) Shares 5 (-54.5%) Est. Cost $49.96 Unrealized +60.7%
MBB ISHARES MBS ETF 0.0%
Value ($000) $1 (-7.1%) Shares 13 (-7.1%) Est. Cost $100.71 Unrealized
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $2 (-4.8%) Shares 43 (-2.3%) Est. Cost $36.26 Unrealized -1.9%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $1 (-5.3%) Shares 23 (-8.0%) Est. Cost $45.28 Unrealized +13.5%
EIX EDISON INTL COM 0.0%
Value ($000) $1 (+3.1%) Shares 19 (-5.0%) Est. Cost $55.39 Unrealized +3.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $59 (-0.0%) Shares 204 (-3.8%) Est. Cost $231.31 Unrealized +21.3%
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $2 (-0.7%) Shares 60 (-28.6%) Est. Cost $19.91 Unrealized +78.5%
ATI ATI INC COM 0.0%
Value ($000) $1 (+0.9%) Shares 5 (-28.6%) Est. Cost $81.04 Unrealized +20.3%
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $1 (-0.3%) Shares 27 (-3.6%) Est. Cost $50.00 Unrealized

Unchanged Positions (685)

XOM EXXON MOBIL CORP COM 6.7%
Value ($000) $166,711 Shares 1,385,337 Est. Cost $57.73 Unrealized +100.0%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 4.2%
Value ($000) $103,844 Shares 2,379,570 Est. Cost $34.14 Unrealized
VOO VANGUARD S&P 500 ETF 6.2%
Value ($000) $154,500 Shares 246,361 Est. Cost $302.63 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $17,552 Shares 227,855 Est. Cost $42.61 Unrealized +73.2%
ACWI ISHARES MSCI ACWI ETF 5.2%
Value ($000) $128,769 Shares 910,093 Est. Cost $98.13 Unrealized
RECS COLUMBIA RESEARCH ENHANCED CORE ETF 3.7%
Value ($000) $91,530 Shares 2,241,186 Est. Cost $39.82 Unrealized
PCAR PACCAR INC COM 0.6%
Value ($000) $15,929 Shares 145,456 Est. Cost $81.01 Unrealized +24.9%
XLG INVESCO S&P 500 TOP 50 ETF 2.6%
Value ($000) $63,687 Shares 1,074,337 Est. Cost $46.32 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2.2%
Value ($000) $54,674 Shares 724,739 Est. Cost $57.00 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.7%
Value ($000) $66,805 Shares 264,134 Est. Cost $204.79 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $11,233 Shares 275,794 Est. Cost $40.07 Unrealized +1.0%
WMT WALMART INC COM 0.4%
Value ($000) $10,927 Shares 98,076 Est. Cost $53.87 Unrealized +99.0%
DTE DTE ENERGY CO COM 0.3%
Value ($000) $6,976 Shares 54,088 Est. Cost $134.81 Unrealized -0.0%
BLK BLACKROCK INC COM 0.3%
Value ($000) $7,581 Shares 7,083 Est. Cost $843.99 Unrealized +29.1%
AME AMETEK INC COM 0.2%
Value ($000) $5,235 Shares 25,497 Est. Cost $172.16 Unrealized +12.9%
RY ROYAL BK CDA COM 0.1%
Value ($000) $3,364 Shares 19,732 Est. Cost $87.04 Unrealized +76.4%
WMB WILLIAMS COS INC COM 0.3%
Value ($000) $7,643 Shares 127,149 Est. Cost $28.80 Unrealized +108.6%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $13,250 Shares 63,481 Est. Cost $140.39 Unrealized +37.3%
D DOMINION ENERGY INC COM 0.3%
Value ($000) $7,865 Shares 134,232 Est. Cost $53.39 Unrealized +11.9%
PFE PFIZER INC COM 0.5%
Value ($000) $11,708 Shares 470,203 Est. Cost $29.09 Unrealized -14.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,904 Shares 33,017 Est. Cost $36.66 Unrealized +61.9%
JPM JPMORGAN CHASE & CO. COM 0.5%
Value ($000) $11,353 Shares 35,233 Est. Cost $127.09 Unrealized +143.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.7%
Value ($000) $18,258 Shares 559,724 Est. Cost $36.86 Unrealized
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $11,581 Shares 421,283 Est. Cost $26.55 Unrealized +1.3%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $10,310 Shares 30,623 Est. Cost $222.27 Unrealized +53.4%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.5%
Value ($000) $12,635 Shares 426,712 Est. Cost $38.93 Unrealized
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $9,828 Shares 74,049 Est. Cost $104.55 Unrealized +26.6%
CME CME GROUP INC COM 0.6%
Value ($000) $15,667 Shares 57,372 Est. Cost $184.07 Unrealized +47.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $900 Shares 11,083 Est. Cost $35.16 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $4,025 Shares 122,909 Est. Cost $26.56 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $325 Shares 3,919 Est. Cost $39.86 Unrealized +132.8%
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $12,183 Shares 126,824 Est. Cost $85.93 Unrealized +13.0%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $56 Shares 370 Est. Cost $217.09 Unrealized +6.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $461 Shares 16,327 Est. Cost $20.79 Unrealized +26.5%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $275 Shares 1,608 Est. Cost $76.66 Unrealized +102.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $260 Shares 678 Est. Cost $309.06 Unrealized +29.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $267 Shares 1,462 Est. Cost $178.40 Unrealized -6.8%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $326 Shares 7,922 Est. Cost $41.19 Unrealized +0.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $994 Shares 4,724 Est. Cost $109.04 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $113 Shares 2,930 Est. Cost $38.72 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $519 Shares 9,727 Est. Cost $28.35 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $584 Shares 11,013 Est. Cost $46.92 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $276 Shares 3,215 Est. Cost $40.11 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $135 Shares 663 Est. Cost $142.65 Unrealized +48.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $381 Shares 1,077 Est. Cost $288.04 Unrealized +26.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $179 Shares 1,420 Est. Cost $75.71 Unrealized +85.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $408 Shares 8,533 Est. Cost $27.88 Unrealized +69.0%
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $171 Shares 6,127 Est. Cost $25.64 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $633 Shares 3,316 Est. Cost $135.63 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $132 Shares 481 Est. Cost $78.29 Unrealized +230.7%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $940 Shares 31,257 Est. Cost $34.03 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $452 Shares 1,876 Est. Cost $128.83 Unrealized +86.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $257 Shares 4,547 Est. Cost $39.59 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $310 Shares 6,380 Est. Cost $41.46 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $754 Shares 2,019 Est. Cost $259.93 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $59 Shares 3,855 Est. Cost $14.25 Unrealized -5.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $149 Shares 1,601 Est. Cost $53.64 Unrealized +61.5%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $198 Shares 4,252 Est. Cost $54.55 Unrealized -13.0%
VTR VENTAS INC COM 0.0%
Value ($000) $148 Shares 1,918 Est. Cost $44.07 Unrealized +70.1%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.1%
Value ($000) $1,974 Shares 41,245 Est. Cost $47.06 Unrealized
MRSH MARSH COM 0.0%
Value ($000) $181 Shares 976 Est. Cost $157.25 Unrealized +18.6%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $183 Shares 5,745 Est. Cost $49.25 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $17.33 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $153 Shares 2,444 Est. Cost $33.60 Unrealized +94.1%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $486 Shares 8,555 Est. Cost $51.24 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $103 Shares 424 Est. Cost $185.10 Unrealized +20.0%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $324 Shares 7,852 Est. Cost $33.29 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $794 Shares 6,521 Est. Cost $90.72 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $193 Shares 3,000 Est. Cost $8.67 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $291 Shares 1,567 Est. Cost $65.77 Unrealized +183.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $535 Shares 11,748 Est. Cost $50.98 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $322 Shares 4,013 Est. Cost $77.81 Unrealized +4.2%
AI C3 AI INC CL A 0.0%
Value ($000) $36 Shares 2,700 Est. Cost $29.85 Unrealized -46.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $563 Shares 7,128 Est. Cost $64.93 Unrealized +20.6%
HPQ HP INC COM 0.0%
Value ($000) $44 Shares 1,960 Est. Cost $27.12 Unrealized -6.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $65 Shares 649 Est. Cost $67.81 Unrealized +33.0%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $113 Shares 4,845 Est. Cost $26.29 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $360 Shares 13,277 Est. Cost $16.95 Unrealized +49.7%
DE DEERE & CO COM 0.0%
Value ($000) $442 Shares 949 Est. Cost $315.88 Unrealized +48.1%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $454 Shares 4,565 Est. Cost $100.76 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $330 Shares 1,814 Est. Cost $142.87 Unrealized +27.5%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $248 Shares 3,111 Est. Cost $62.08 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $231 Shares 481 Est. Cost $372.99 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $65 Shares 11,812 Est. Cost $13.56 Unrealized -57.5%
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $67 Shares 2,002 Est. Cost $24.16 Unrealized +23.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $187 Shares 3,000 Est. Cost $45.84 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $79 Shares 275 Est. Cost $183.29 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $64 Shares 1,308 Est. Cost $38.40 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $73 Shares 409 Est. Cost $99.41 Unrealized +88.4%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $51 Shares 608 Est. Cost $47.87 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $631 Shares 2,810 Est. Cost $128.44 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $59 Shares 3,354 Est. Cost $21.16 Unrealized
VZLA VIZSLA SILVER CORP COM NEW 0.0%
Value ($000) $33 Shares 6,000 Est. Cost $3.47 Unrealized +35.4%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $38.75 Unrealized +32.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $152 Shares 931 Est. Cost $91.25 Unrealized +85.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $150 Shares 3,276 Est. Cost $47.52 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $66 Shares 271 Est. Cost $143.03 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $44 Shares 262 Est. Cost $128.88 Unrealized
CAN FITE BIOFARMA LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 15,045 Est. Cost $0.62 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $66 Shares 780 Est. Cost $82.07 Unrealized +5.6%
PLBY PLAYBOY INC COM 0.0%
Value ($000) $28 Shares 15,000 Est. Cost $1.61 Unrealized +1.2%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $34 Shares 5,000 Est. Cost $11.32 Unrealized -39.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $33 Shares 479 Est. Cost $40.38 Unrealized +54.7%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $750 Shares 5,617 Est. Cost $92.06 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $93 Shares 1,571 Est. Cost $40.45 Unrealized +39.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $263 Shares 837 Est. Cost $171.16 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $36 Shares 130 Est. Cost $134.58 Unrealized +109.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $98 Shares 120 Est. Cost $538.53 Unrealized +51.4%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $75 Shares 360 Est. Cost $121.66 Unrealized +66.7%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $287 Shares 9,250 Est. Cost $30.49 Unrealized -1.7%
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value ($000) $23 Shares 125 Est. Cost $122.87 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $41 Shares 617 Est. Cost $70.04 Unrealized +7.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $72 Shares 1,815 Est. Cost $32.91 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $14 Shares 200 Est. Cost $41.68 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $30 Shares 1,266 Est. Cost $7.14 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $398 Shares 660 Est. Cost $408.70 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $17 Shares 5 Est. Cost $2056.62 Unrealized +83.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $133 Shares 2,148 Est. Cost $75.53 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $231 Shares 1,810 Est. Cost $34.88 Unrealized +256.3%
OLP ONE LIBERTY PPTYS INC COM 0.0%
Value ($000) $50 Shares 2,442 Est. Cost $30.71 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $15 Shares 239 Est. Cost $34.78 Unrealized +113.4%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $7 Shares 902 Est. Cost $26.20 Unrealized -63.3%
O REALTY INCOME CORP COM 0.0%
Value ($000) $52 Shares 923 Est. Cost $50.34 Unrealized +13.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $22 Shares 135 Est. Cost $149.90 Unrealized +24.3%
IVR INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $40 Shares 4,711 Est. Cost $7.86 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $50 Shares 993 Est. Cost $46.12 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $54 Shares 392 Est. Cost $97.86 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $56 Shares 1,581 Est. Cost $30.94 Unrealized +20.4%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $20.00 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $69 Shares 248 Est. Cost $268.20 Unrealized
PPTA PERPETUA RESOURCES CORP COM 0.0%
Value ($000) $21 Shares 861 Est. Cost $3.98 Unrealized +518.8%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $6 Shares 754 Est. Cost $13.48 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $212 Shares 1,196 Est. Cost $129.76 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $32 Shares 210 Est. Cost $134.89 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $81 Shares 1,817 Est. Cost $32.35 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $75 Shares 500 Est. Cost $130.40 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $19 Shares 204 Est. Cost $89.65 Unrealized +9.0%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $20 Shares 139 Est. Cost $62.21 Unrealized +112.9%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $215 Shares 2,410 Est. Cost $49.28 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $30 Shares 100 Est. Cost $238.70 Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $27 Shares 89 Est. Cost $266.39 Unrealized +29.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $5,842 Shares 249,985 Est. Cost $34.98 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $26 Shares 61 Est. Cost $404.91 Unrealized +5.5%
GARP ISHARES MSCI USA QUALITY GARP ETF 0.0%
Value ($000) $82 Shares 1,200 Est. Cost $54.92 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $95 Shares 213 Est. Cost $308.15 Unrealized +41.9%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $118 Shares 1,157 Est. Cost $94.98 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $30 Shares 500 Est. Cost $55.10 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $45 Shares 1,190 Est. Cost $27.96 Unrealized +37.6%
NOV NOV INC COM 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $18.69 Unrealized -20.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $71 Shares 996 Est. Cost $45.18 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $223 Shares 1,471 Est. Cost $110.04 Unrealized +34.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $13 Shares 206 Est. Cost $72.82 Unrealized -4.6%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $116 Shares 4,184 Est. Cost $22.44 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $18 Shares 126 Est. Cost $87.66 Unrealized +63.9%
LEVI LEVI STRAUSS & CO NEW CL A COM STK 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $23.85 Unrealized -10.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $28 Shares 382 Est. Cost $100.07 Unrealized -26.2%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 80 Est. Cost $173.45 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $93 Shares 2,605 Est. Cost $20.13 Unrealized +79.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $66.64 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $21 Shares 1,600 Est. Cost $13.24 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $110 Shares 2,367 Est. Cost $57.01 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $33 Shares 1,375 Est. Cost $30.08 Unrealized -18.1%
EXC EXELON CORP COM 0.0%
Value ($000) $56 Shares 1,291 Est. Cost $43.00 Unrealized +5.7%
RDW REDWIRE CORPORATION COM 0.0%
Value ($000) $13 Shares 1,690 Est. Cost $12.67 Unrealized -42.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $135.13 Unrealized +49.8%
BLACKROCK ENHANCED LARGE CAP C COM 0.0%
Value ($000) $146 Shares 6,250 Est. Cost $17.64 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $17 Shares 616 Est. Cost $43.12 Unrealized -30.3%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $11.60 Unrealized -8.5%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $71 Shares 772 Est. Cost $75.32 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $13 Shares 121 Est. Cost $27.23 Unrealized +313.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $6 Shares 536 Est. Cost $22.11 Unrealized -42.2%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $120 Shares 1,544 Est. Cost $47.07 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $70 Shares 126 Est. Cost $471.74 Unrealized +16.5%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.22 Unrealized +4.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $85 Shares 205 Est. Cost $174.95 Unrealized
TIGR UP FINTECH HLDG LTD SPONSORED ADS 0.0%
Value ($000) $18 Shares 1,868 Est. Cost $10.67 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $17 Shares 30 Est. Cost $166.13 Unrealized +201.3%
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $145 Shares 827 Est. Cost $109.78 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $54 Shares 2,802 Est. Cost $37.12 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $36 Shares 520 Est. Cost $57.15 Unrealized +21.6%
WU WESTERN UN CO COM 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $10.98 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $21.67 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $17 Shares 384 Est. Cost $19.81 Unrealized +113.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $43 Shares 4,538 Est. Cost $8.84 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 164 Est. Cost $197.86 Unrealized +45.8%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $51.45 Unrealized -38.4%
DVYA ISHARES ASIA/PACIFIC DIVIDEND ETF 0.0%
Value ($000) $37 Shares 836 Est. Cost $33.74 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $77.54 Unrealized +92.9%
HALLIBURTON CO 0.0%
Value ($000) $14 Shares 500 Est. Cost Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $50 Shares 3,231 Est. Cost $13.93 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $18 Shares 325 Est. Cost $49.29 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $251 Shares 840 Est. Cost $201.47 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $34 Shares 1,105 Est. Cost $23.13 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $3 Shares 59 Est. Cost $63.15 Unrealized -11.1%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $79 Shares 1,779 Est. Cost $29.02 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $37 Shares 611 Est. Cost $53.41 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $24 Shares 854 Est. Cost $12.73 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $39 Shares 1,697 Est. Cost $22.37 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $5 Shares 50 Est. Cost $147.52 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $7 Shares 54 Est. Cost $92.50 Unrealized +20.6%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $3.51 Unrealized +57.4%
SHLS SHOALS TECHNOLOGIES GROUP INC CL A 0.0%
Value ($000) $12 Shares 1,376 Est. Cost $7.98 Unrealized +12.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $85.12 Unrealized +37.9%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $44 Shares 1,626 Est. Cost $25.38 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $11 Shares 560 Est. Cost $26.79 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $30 Shares 256 Est. Cost $62.52 Unrealized +71.3%
VERX VERTEX INC CL A 0.0%
Value ($000) $6 Shares 301 Est. Cost $32.51 Unrealized -33.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $52.44 Unrealized +61.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $12 Shares 85 Est. Cost $58.82 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $53 Shares 519 Est. Cost $89.07 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $11 Shares 140 Est. Cost $63.02 Unrealized
NNN NNN REIT INC COM 0.0%
Value ($000) $18 Shares 447 Est. Cost $43.62 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $12 Shares 221 Est. Cost $43.79 Unrealized +11.6%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $189 Shares 2,295 Est. Cost $55.31 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $6 Shares 111 Est. Cost $139.92 Unrealized -56.4%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $68 Shares 648 Est. Cost $98.09 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $15 Shares 138 Est. Cost $93.37 Unrealized +8.7%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $55 Shares 600 Est. Cost $76.89 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $23 Shares 105 Est. Cost $195.53 Unrealized +9.3%
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $144 Shares 447 Est. Cost $209.93 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $7 Shares 27 Est. Cost $113.24 Unrealized +122.7%
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value ($000) $27 Shares 468 Est. Cost $55.22 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $38 Shares 400 Est. Cost $73.21 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $10 Shares 154 Est. Cost $69.22 Unrealized +1.7%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $8 Shares 131 Est. Cost $45.04 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $8 Shares 18 Est. Cost $230.34 Unrealized +83.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $180 Shares 1,677 Est. Cost $108.31 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 120 Est. Cost $119.52 Unrealized -20.9%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $17.08 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $38 Shares 466 Est. Cost $74.16 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $9 Shares 90 Est. Cost $71.12 Unrealized +35.2%
DIVB ISHARES CORE DIVIDEND ETF 0.0%
Value ($000) $59 Shares 1,101 Est. Cost $49.01 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $4 Shares 131 Est. Cost $27.43 Unrealized +26.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $171 Shares 433 Est. Cost $312.33 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $27 Shares 742 Est. Cost $29.86 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $8 Shares 45 Est. Cost $136.05 Unrealized +42.1%
EVRG EVERGY INC COM 0.0%
Value ($000) $25 Shares 339 Est. Cost $65.69 Unrealized +14.9%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $27 Shares 132 Est. Cost $158.74 Unrealized +21.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $47 Shares 278 Est. Cost $134.46 Unrealized
UNUSUAL MACHS INC COM SHS 0.0%
Value ($000) $5 Shares 400 Est. Cost $15.10 Unrealized
ORC ORCHID IS CAP INC COM NEW 0.0%
Value ($000) $36 Shares 4,940 Est. Cost $7.26 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $59.65 Unrealized -10.9%
EARN ELLINGTON CREDIT COMPANY COM SHS BEN INT 0.0%
Value ($000) $27 Shares 5,200 Est. Cost $5.54 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $304 Shares 6,190 Est. Cost $49.98 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $19 Shares 351 Est. Cost $33.60 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $29 Shares 763 Est. Cost $37.00 Unrealized +0.6%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $27 Shares 383 Est. Cost $69.37 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $99.63 Unrealized +88.4%
CAKE CHEESECAKE FACTORY INC COM 0.0%
Value ($000) $10 Shares 201 Est. Cost $34.40 Unrealized +45.4%
MKSI MKS INC. COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $80.86 Unrealized +83.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $16 Shares 122 Est. Cost $113.88 Unrealized +17.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $13 Shares 114 Est. Cost $56.25 Unrealized +96.4%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $63 Shares 567 Est. Cost $99.11 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 96 Est. Cost $112.69 Unrealized +67.8%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 97 Est. Cost $23.45 Unrealized +57.8%
NTRA NATERA INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $159.12 Unrealized +31.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 444 Est. Cost $5.32 Unrealized +54.8%
FN FABRINET SHS 0.0%
Value ($000) $4 Shares 8 Est. Cost $238.80 Unrealized +82.2%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $125.79 Unrealized +26.2%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 139 Est. Cost $7.97 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 211 Est. Cost $30.15 Unrealized -28.7%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $63 Shares 1,140 Est. Cost $34.25 Unrealized +55.8%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $16 Shares 53 Est. Cost $294.32 Unrealized -1.4%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $5 Shares 142 Est. Cost $28.12 Unrealized +36.1%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $37 Shares 2,936 Est. Cost $11.35 Unrealized
TCAL T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF 0.0%
Value ($000) $19 Shares 821 Est. Cost $24.62 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $133.22 Unrealized +48.9%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $8 Shares 200 Est. Cost $27.70 Unrealized +37.7%
ECNS ISHARES MSCI CHINA SMALL-CAP ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.46 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $16.77 Unrealized -2.0%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $53 Shares 1,802 Est. Cost $28.99 Unrealized
XRPT VOLATILITY SHARES TRUST XRP 2X ETF 0.0%
Value ($000) $0 Shares 62 Est. Cost $15.50 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 404 Est. Cost $12.44 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $370.98 Unrealized +25.0%
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value ($000) $28 Shares 875 Est. Cost $32.58 Unrealized -4.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $30 Shares 981 Est. Cost $32.88 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $2 Shares 69 Est. Cost $32.06 Unrealized -18.4%
VNOM VIPER ENERGY INC CL A 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $38.10 Unrealized -0.6%
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $54 Shares 2,278 Est. Cost $22.71 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $6 Shares 2,555 Est. Cost $2.39 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $13 Shares 218 Est. Cost $36.06 Unrealized +63.5%
USAC USA COMPRESSION PARTNERS LP COM UNIT LTDPAR 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.57 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $74 Shares 760 Est. Cost $94.72 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $45 Shares 218 Est. Cost $186.32 Unrealized
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $10 Shares 55 Est. Cost $155.46 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $493.22 Unrealized +11.5%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $27 Shares 80 Est. Cost $130.65 Unrealized +158.6%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $9 Shares 122 Est. Cost $65.57 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $23 Shares 276 Est. Cost $56.71 Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.67 Unrealized +10.8%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $12 Shares 1,578 Est. Cost $8.22 Unrealized
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $75 Shares 1,001 Est. Cost $53.99 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $179.28 Unrealized
GOGO GOGO INC COM 0.0%
Value ($000) $1 Shares 134 Est. Cost $14.86 Unrealized -50.7%
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.47 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 324 Est. Cost $39.40 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $15 Shares 1,060 Est. Cost $17.82 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $79.23 Unrealized +35.5%
TONX TON STRATEGY CO COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $11.67 Unrealized -68.7%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $14 Shares 208 Est. Cost $60.10 Unrealized +11.2%
SITM SITIME CORP COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $203.63 Unrealized +53.7%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $65.95 Unrealized -24.5%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $58 Shares 866 Est. Cost $61.92 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $29 Shares 218 Est. Cost $65.91 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $5 Shares 48 Est. Cost $54.25 Unrealized +107.2%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $6 Shares 80 Est. Cost $148.48 Unrealized -45.9%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $71 Shares 1,051 Est. Cost $48.48 Unrealized
CMBT CMB.TECH NV SHS 0.0%
Value ($000) $17 Shares 1,710 Est. Cost $9.16 Unrealized +6.2%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $123.61 Unrealized +14.2%
PRI PRIMERICA INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $163.90 Unrealized +59.2%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $62.39 Unrealized +22.3%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $19 Shares 236 Est. Cost $67.76 Unrealized
FESM FIDELITY ENHANCED SMALL CAP ETF 0.0%
Value ($000) $14 Shares 358 Est. Cost $29.48 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $28.76 Unrealized +129.7%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $20 Shares 624 Est. Cost $34.81 Unrealized
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value ($000) $22 Shares 1,618 Est. Cost $14.22 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $194.59 Unrealized +59.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $100 Shares 4,355 Est. Cost $24.26 Unrealized
BRCC BRC INC COM CL A 0.0%
Value ($000) $1 Shares 900 Est. Cost $5.29 Unrealized -75.5%
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $114 Shares 1,004 Est. Cost $93.96 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $7 Shares 93 Est. Cost $79.80 Unrealized -3.5%
BNDW VANGUARD TOTAL WORLD BOND ETF 0.0%
Value ($000) $29 Shares 424 Est. Cost $69.21 Unrealized
AZZ AZZ INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $47.59 Unrealized +117.4%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1690.78 Unrealized +1.8%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $6 Shares 158 Est. Cost $34.39 Unrealized +28.6%
XRPI VOLATILITY SHARES TRUST XRP ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.28 Unrealized
CTBI COMMUNITY TR BANCORP INC COM 0.0%
Value ($000) $20 Shares 353 Est. Cost $49.08 Unrealized +11.8%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $41 Shares 457 Est. Cost $72.85 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $13 Shares 256 Est. Cost $35.67 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $16 Shares 221 Est. Cost $55.28 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $133 Shares 5,693 Est. Cost $22.60 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $227 Shares 4,527 Est. Cost $50.38 Unrealized
PLMR PALOMAR HLDGS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $101.42 Unrealized +20.4%
EATON VANCE LIMITED DURATION I COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.58 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $104.91 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $21 Shares 514 Est. Cost $33.40 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.94 Unrealized +46.7%
LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $44.73 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 98 Est. Cost $18.73 Unrealized -57.9%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $10 Shares 107 Est. Cost $91.63 Unrealized -2.9%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.36 Unrealized +8.5%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 140 Est. Cost $46.60 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $34 Shares 239 Est. Cost $124.69 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $5 Shares 333 Est. Cost $22.99 Unrealized -30.7%
ICLR ICON PLC SHS 0.0%
Value ($000) $8 Shares 45 Est. Cost $226.94 Unrealized -21.5%
UI UBIQUITI INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $409.17 Unrealized +54.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.79 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $63.67 Unrealized +5.9%
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.0%
Value ($000) $13 Shares 155 Est. Cost $60.13 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $72 Shares 1,574 Est. Cost $45.80 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $1 Shares 134 Est. Cost $13.15 Unrealized -17.4%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $6 Shares 138 Est. Cost $42.96 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $3 Shares 3 Est. Cost $615.00 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $42.01 Unrealized +11.3%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $78.88 Unrealized +10.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $3 Shares 55 Est. Cost $22.14 Unrealized +82.5%
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $15.00 Unrealized
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $178.68 Unrealized -47.5%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $4 Shares 350 Est. Cost $13.97 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $99.53 Unrealized +21.2%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $31.52 Unrealized
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $1 Shares 43 Est. Cost $12.38 Unrealized +59.4%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 575 Est. Cost $4.45 Unrealized -45.1%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $25.38 Unrealized +60.6%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.74 Unrealized -16.8%
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $9 Shares 155 Est. Cost $52.72 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $138 Shares 5,429 Est. Cost $24.69 Unrealized
HURN HURON CONSULTING GROUP INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $117.21 Unrealized +39.7%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $31.41 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.58 Unrealized +83.6%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $136 Shares 5,612 Est. Cost $23.65 Unrealized
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.47 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $11 Shares 315 Est. Cost $26.83 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $154.03 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $6 Shares 192 Est. Cost $26.83 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $175 Shares 1,241 Est. Cost $133.64 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $16 Shares 301 Est. Cost $38.74 Unrealized +44.9%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $12 Shares 74 Est. Cost $141.89 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $60.24 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $22 Shares 1,623 Est. Cost $15.96 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $299.22 Unrealized -13.3%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $2 Shares 8 Est. Cost $141.79 Unrealized +20.1%
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $5 Shares 54 Est. Cost $67.07 Unrealized +35.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 231 Est. Cost $25.94 Unrealized -47.0%
BRKR BRUKER CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.93 Unrealized +11.3%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $39 Shares 865 Est. Cost $42.20 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $13 Shares 484 Est. Cost $27.00 Unrealized
MOD MODINE MFG CO COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $128.66 Unrealized +15.8%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.87 Unrealized +21.9%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $131.57 Unrealized +11.8%
ICUI ICU MED INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.13 Unrealized -20.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $21 Shares 274 Est. Cost $58.59 Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value ($000) $1 Shares 66 Est. Cost $13.33 Unrealized +73.1%
ACIC AMERICAN COASTAL INS CORP COM 0.0%
Value ($000) $2 Shares 176 Est. Cost $7.29 Unrealized +55.9%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $113.04 Unrealized +70.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $67 Shares 1,176 Est. Cost $55.13 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value ($000) $5 Shares 102 Est. Cost $47.09 Unrealized
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $8 Shares 231 Est. Cost $38.96 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $14 Shares 2,895 Est. Cost $6.44 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $5 Shares 19 Est. Cost $162.02 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $1 Shares 118 Est. Cost $5.24 Unrealized +2.6%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $45.83 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.88 Unrealized +63.7%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $101.34 Unrealized -13.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $53.88 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $215.86 Unrealized +9.7%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $71.55 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $13 Shares 114 Est. Cost $53.09 Unrealized
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $3 Shares 51 Est. Cost $88.80 Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $133.38 Unrealized -28.4%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $135.58 Unrealized +55.4%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $6 Shares 228 Est. Cost $22.97 Unrealized +18.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $66 Shares 1,239 Est. Cost $51.81 Unrealized
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $14 Shares 237 Est. Cost $41.77 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $80.43 Unrealized -0.5%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.32 Unrealized +34.6%
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.72 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $13 Shares 302 Est. Cost $48.11 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.53 Unrealized -15.9%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $0 Shares 13 Est. Cost $48.45 Unrealized -6.0%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $4 Shares 57 Est. Cost $101.75 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.36 Unrealized +18.0%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.52 Unrealized +9.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $6 Shares 52 Est. Cost $99.37 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 419 Est. Cost $36.43 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 89 Est. Cost $74.78 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.90 Unrealized +79.6%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value ($000) $52 Shares 710 Est. Cost $52.11 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $22.73 Unrealized
PCVX VAXCYTE INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $32.78 Unrealized +36.4%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $585.29 Unrealized +6.0%
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $381.33 Unrealized -36.9%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $43.70 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $60.73 Unrealized +57.6%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $16 Shares 12 Est. Cost $887.49 Unrealized +47.7%
UIVM VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $53.22 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $25 Shares 215 Est. Cost $73.21 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $71 Shares 850 Est. Cost $79.92 Unrealized
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $128.47 Unrealized -31.5%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $61.83 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.82 Unrealized +59.7%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $81.17 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $51.82 Unrealized
NPO ENPRO INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $169.05 Unrealized +30.8%
DCI DONALDSON INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $68.06 Unrealized +27.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $127.20 Unrealized +19.3%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $147.71 Unrealized +26.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $51 Shares 638 Est. Cost $76.10 Unrealized
INTA INTAPP INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $57.35 Unrealized -27.7%
NMIH NMI HLDGS INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.85 Unrealized -2.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $14 Shares 43 Est. Cost $300.24 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $373.08 Unrealized +36.9%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $4 Shares 378 Est. Cost $8.35 Unrealized +32.6%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $99 Shares 1,048 Est. Cost $77.60 Unrealized
PPI ASTORIA REAL ASSETS ETF 0.0%
Value ($000) $7 Shares 400 Est. Cost $22.45 Unrealized
EFSC ENTERPRISE FINL SVCS CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.53 Unrealized +0.2%
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $12.25 Unrealized -78.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $40.20 Unrealized +13.8%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $131.12 Unrealized -12.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $83 Shares 865 Est. Cost $75.36 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $238 Shares 1,894 Est. Cost $90.51 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.35 Unrealized +52.7%
HILLENBRAND INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.51 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 1,391 Est. Cost $32.75 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.95 Unrealized +10.1%
ULVM VICTORYSHARES US VALUE MOMENTUM ETF 0.0%
Value ($000) $12 Shares 135 Est. Cost $74.07 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $242.11 Unrealized +8.7%
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.45 Unrealized +56.3%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $82.99 Unrealized +19.2%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 142 Est. Cost $2.79 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $71 Shares 3,560 Est. Cost $19.51 Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.43 Unrealized +40.7%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $38 Shares 167 Est. Cost $91.08 Unrealized
SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 74 Est. Cost $93.44 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $36 Shares 706 Est. Cost $50.37 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $11 Shares 269 Est. Cost $47.62 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $8 Shares 173 Est. Cost $46.95 Unrealized
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $41.80 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $11.76 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 258 Est. Cost $24.76 Unrealized -93.4%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $74 Shares 3,314 Est. Cost $22.39 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $7 Shares 55 Est. Cost $93.02 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $593 Shares 1,695 Est. Cost $446.54 Unrealized -23.8%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.51 Unrealized
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $27.69 Unrealized +3.0%
BMI BADGER METER INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $114.59 Unrealized +56.9%
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.49 Unrealized +22.2%
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $28 Shares 595 Est. Cost $43.48 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $48 Shares 992 Est. Cost $49.07 Unrealized
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $93.08 Unrealized +34.8%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.45 Unrealized +1.0%
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $95.20 Unrealized -9.7%
GFL GFL ENVIRONMENTAL INC SUB VTG SHS 0.0%
Value ($000) $1 Shares 19 Est. Cost $45.30 Unrealized -1.4%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $71.64 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $88.58 Unrealized
GIII G III APPAREL GROUP LTD COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $31.33 Unrealized -9.1%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $95.68 Unrealized
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $99.66 Unrealized -14.6%
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $15.47 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $3 Shares 67 Est. Cost $23.61 Unrealized +58.9%
CASH PATHWARD FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $75.96 Unrealized -5.7%
NIQ NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.40 Unrealized -15.9%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $14 Shares 88 Est. Cost $131.33 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.33 Unrealized
ARMK ARAMARK COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $29.46 Unrealized +28.7%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $26 Shares 276 Est. Cost $103.96 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $70.29 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.00 Unrealized
RH RH COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $185.72 Unrealized -7.9%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $56.38 Unrealized +80.2%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $9 Shares 94 Est. Cost $70.99 Unrealized +33.2%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.85 Unrealized -10.3%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.38 Unrealized +7.5%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $237.68 Unrealized +14.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.97 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $463.22 Unrealized +22.0%
CQP CHENIERE ENERGY PARTNERS L P COM UNIT 0.0%
Value ($000) $11 Shares 200 Est. Cost $49.39 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $0 Shares 59 Est. Cost $8.94 Unrealized -9.1%
HYLN HYLIION HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 500 Est. Cost $7.80 Unrealized -74.2%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $24.91 Unrealized +10.5%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 180 Est. Cost $13.70 Unrealized -80.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $91.03 Unrealized
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $58.10 Unrealized +5.2%
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.16 Unrealized +17.8%
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value ($000) $1 Shares 41 Est. Cost $23.95 Unrealized -16.3%
KAI KADANT INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $360.74 Unrealized -21.3%
IDA IDACORP INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $112.07 Unrealized +16.1%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $14.32 Unrealized +12.7%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $15 Shares 287 Est. Cost $37.31 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $5 Shares 174 Est. Cost $31.16 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $89.15 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.47 Unrealized
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $3 Shares 107 Est. Cost $22.42 Unrealized
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $72.92 Unrealized +9.9%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $9 Shares 529 Est. Cost $18.26 Unrealized
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $1 Shares 11 Est. Cost $56.09 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $46.75 Unrealized -34.3%
MRX MAREX GROUP PLC ORD 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.28 Unrealized -0.9%
VSTS VESTIS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 26 Est. Cost $19.80 Unrealized -70.6%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.09 Unrealized
SKT TANGER INC COM 0.0%
Value ($000) $4 Shares 122 Est. Cost $19.63 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $12 Shares 237 Est. Cost $49.56 Unrealized
BDC BELDEN INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $119.14 Unrealized -2.1%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $13 Shares 549 Est. Cost $23.61 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $2 Shares 9 Est. Cost $233.35 Unrealized +7.6%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.36 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.39 Unrealized +3.6%
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $61.19 Unrealized +3.5%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 38 Est. Cost $62.96 Unrealized -12.4%
QRVO QORVO INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.22 Unrealized +22.2%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.27 Unrealized +4.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 72 Est. Cost $77.57 Unrealized -89.9%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $5 Shares 30 Est. Cost $141.96 Unrealized +9.2%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $258.79 Unrealized +5.7%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $296.64 Unrealized +44.5%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $8 Shares 30 Est. Cost $163.65 Unrealized +50.9%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 66 Est. Cost $9.25 Unrealized +11.3%
DBX DROPBOX INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.60 Unrealized +1.8%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $45.21 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $140.86 Unrealized -10.1%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $51 Shares 306 Est. Cost $175.45 Unrealized -3.8%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.53 Unrealized -53.5%
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $67.80 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.12 Unrealized -12.5%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $246.92 Unrealized +3.3%
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $0 Shares 10 Est. Cost $53.26 Unrealized -8.6%
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF 0.0%
Value ($000) $28 Shares 1,127 Est. Cost $18.45 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 117 Est. Cost $101.06 Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $168.99 Unrealized -15.8%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $3.87 Unrealized +26.3%
MTRN MATERION CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $108.67 Unrealized +13.5%
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $0 Shares 31 Est. Cost $6.71 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $83.84 Unrealized -69.6%
IMAX IMAX CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $16.17 Unrealized +115.6%
AN AUTONATION INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $180.54 Unrealized +15.2%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $172.87 Unrealized -5.8%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $18.69 Unrealized +18.7%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $27 Shares 225 Est. Cost $119.63 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $15 Shares 45 Est. Cost $171.58 Unrealized +84.2%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $59.91 Unrealized +3.2%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.13 Unrealized
STAG STAG INDL INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.82 Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.16 Unrealized +10.7%
IESC IES HLDGS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $240.41 Unrealized +67.2%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $153.03 Unrealized +12.6%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $2 Shares 8 Est. Cost $157.34 Unrealized +28.4%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $3 Shares 44 Est. Cost $43.41 Unrealized +64.1%
CAE CAE INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.09 Unrealized +33.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $106.48 Unrealized +0.2%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.53 Unrealized +17.3%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.39 Unrealized -5.7%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $70 Shares 3,204 Est. Cost $21.78 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $5 Shares 77 Est. Cost $56.13 Unrealized
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $1.38 Unrealized -17.2%
TG TREDEGAR CORP COM 0.0%
Value ($000) $0 Shares 36 Est. Cost $4.87 Unrealized +55.7%
PIN INVESCO INDIA ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.35 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.86 Unrealized +19.5%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $148.01 Unrealized +21.3%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $50.14 Unrealized +17.4%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $3 Shares 9 Est. Cost $259.02 Unrealized +23.9%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $22 Shares 175 Est. Cost $87.39 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $82.77 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $0 Shares 38 Est. Cost $5.50 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $1 Shares 333 Est. Cost $2.68 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.88 Unrealized -29.0%
COOK TRAEGER INC COMMON STOCK 0.0%
Value ($000) $0 Shares 149 Est. Cost $6.58 Unrealized -85.2%
SKYW SKYWEST INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $74.65 Unrealized +34.1%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $81.93 Unrealized -3.6%
NI NISOURCE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $38.61 Unrealized +10.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $129.00 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.10 Unrealized +6.3%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $18 Shares 631 Est. Cost $56.35 Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $4 Shares 146 Est. Cost $24.38 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.73 Unrealized -31.1%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $46.08 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $160.70 Unrealized +2.3%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.61 Unrealized +9.5%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.10 Unrealized -16.6%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $1 Shares 49 Est. Cost $23.10 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.07 Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 155 Est. Cost $29.84 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.96 Unrealized -66.7%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $139.63 Unrealized +23.8%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.80 Unrealized
CGC CANOPY GROWTH CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 42 Est. Cost $5.57 Unrealized -76.9%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $42.07 Unrealized
ANIP ANI PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.41 Unrealized +50.8%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 28 Est. Cost $35.71 Unrealized
WDFC WD 40 CO COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $164.32 Unrealized +19.3%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.00 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $197.66 Unrealized +20.4%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $56.25 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.76 Unrealized +16.4%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.00 Unrealized
SPRE SP FUNDS S&P GLOBAL REIT SHARIA ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.78 Unrealized
HHH HOWARD HUGHES HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.45 Unrealized +9.8%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.75 Unrealized
FTS FORTIS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.16 Unrealized +20.6%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.45 Unrealized
HCI HCI GROUP INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $158.36 Unrealized +18.9%
UNCY UNICYCIVE THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.18 Unrealized -13.7%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.50 Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $16 Shares 658 Est. Cost $26.27 Unrealized
MBAI CHECK CAP LTD SHS 0.0%
Value ($000) $0 Shares 14 Est. Cost $2.13 Unrealized -19.6%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $109.73 Unrealized
LE LANDS END INC NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $9.16 Unrealized +68.6%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 189 Est. Cost $17.58 Unrealized -74.7%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.51 Unrealized +7.3%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.50 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 191 Est. Cost $20.89 Unrealized -77.8%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.75 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.64 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.67 Unrealized
ATKR ATKORE INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.73 Unrealized -24.5%
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $0 Shares 180 Est. Cost $0.14 Unrealized -34.8%
OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.00 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.96 Unrealized -0.6%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $90.62 Unrealized -2.3%
WW WW INTL INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.35 Unrealized -18.6%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $30.67 Unrealized
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $15 Shares 306 Est. Cost $53.98 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $2 Shares 9 Est. Cost $74.16 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $48.66 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $75 Shares 3,363 Est. Cost $22.21 Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $102.55 Unrealized -7.3%
TMFX MOTLEY FOOL NEXT INDEX ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $18.68 Unrealized
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.00 Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $82.60 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.50 Unrealized
UEVM VICTORYSHARES EMERGING MARKETS VALUE MOMENTUM ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $37.04 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.69 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.82 Unrealized +5.9%
AQN ALGONQUIN PWR UTILS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.49 Unrealized -20.7%
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -79.2%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.32 Unrealized -0.1%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $9.50 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $169 Shares 3,621 Est. Cost $34.63 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $7 Shares 54 Est. Cost $336.57 Unrealized -64.0%
TOON KARTOON STUDIOS INC. COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.15 Unrealized -35.9%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $119.75 Unrealized +4.2%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.44 Unrealized +2.5%
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.78 Unrealized