Belpointe Asset Management LLC Diversified Active

CIK: 0001721242 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 27, 2026

Total Value ($000): $2,768,154 (100.0% shares, 0.0% debt)

Holdings (1,019)

New Positions (146)

PLGI COLLABORATIVE INVESTMNT SER 1.5%
Value ($000) $42,394 Shares 1,689,359 Est. Cost $25.09 Unrealized
NELS COLLABORATIVE INVESTMNT SER 1.5%
Value ($000) $40,863 Shares 1,586,043 Est. Cost $25.76 Unrealized
YBTC ROUNDHILL ETF TRUST 0.2%
Value ($000) $4,785 Shares 168,201 Est. Cost $28.45 Unrealized
BTAL AGF INVTS TR 0.1%
Value ($000) $3,668 Shares 254,902 Est. Cost $14.39 Unrealized
IBTK ISHARES TR 0.1%
Value ($000) $2,712 Shares 136,651 Est. Cost $19.85 Unrealized
OIH VANECK ETF TRUST 0.1%
Value ($000) $2,535 Shares 8,902 Est. Cost $284.77 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $1,992 Shares 68,020 Est. Cost $29.28 Unrealized
QQQI NEOS ETF TRUST 0.1%
Value ($000) $1,877 Shares 34,847 Est. Cost $53.86 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1,735 Shares 2,248 Est. Cost $678.68 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $1,470 Shares 2,878 Est. Cost $487.35 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1,345 Shares 9,485 Est. Cost $144.87 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $1,258 Shares 9,592 Est. Cost $117.40 Unrealized 0.0%
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $1,210 Shares 28,522 Est. Cost $40.88 Unrealized 0.0%
PYLD Pimco Multisector Bond ETF 0.0%
Value ($000) $1,165 Shares 43,659 Est. Cost $26.68 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $1,157 Shares 13,817 Est. Cost $103.64 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1,123 Shares 5,528 Est. Cost $185.56 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1,115 Shares 3,883 Est. Cost $272.20 Unrealized 0.0%
CHYM CHIME FINL INC 0.0%
Value ($000) $1,101 Shares 43,754 Est. Cost $21.24 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $1,073 Shares 11,050 Est. Cost $89.74 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $1,051 Shares 5,031 Est. Cost $193.76 Unrealized 0.0%
NULV NUSHARES ETF TR 0.0%
Value ($000) $1,034 Shares 22,948 Est. Cost $45.05 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $1,029 Shares 8,267 Est. Cost $117.65 Unrealized 0.0%
DTCR GLOBAL X FDS 0.0%
Value ($000) $1,027 Shares 48,691 Est. Cost $21.10 Unrealized
AVDE Avantis International Equity ETF 0.0%
Value ($000) $1,012 Shares 12,299 Est. Cost $82.32 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $976 Shares 17,562 Est. Cost $55.57 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $973 Shares 36,756 Est. Cost $26.47 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $919 Shares 10,203 Est. Cost $91.80 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $906 Shares 69,513 Est. Cost $13.03 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $899 Shares 11,485 Est. Cost $72.59 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $892 Shares 10,468 Est. Cost $82.07 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $863 Shares 7,818 Est. Cost $110.64 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $852 Shares 4,151 Est. Cost $194.36 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $848 Shares 4,126 Est. Cost $187.72 Unrealized 0.0%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $846 Shares 4,537 Est. Cost $186.43 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $817 Shares 6,007 Est. Cost $143.72 Unrealized 0.0%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $788 Shares 9,748 Est. Cost $80.23 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $769 Shares 98,966 Est. Cost $8.23 Unrealized 0.0%
WRBY WARBY PARKER INC 0.0%
Value ($000) $754 Shares 34,600 Est. Cost $21.76 Unrealized 0.0%
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $719 Shares 9,987 Est. Cost $72.01 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $712 Shares 13,480 Est. Cost $52.80 Unrealized
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value ($000) $711 Shares 12,095 Est. Cost $58.76 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $694 Shares 6,998 Est. Cost $92.75 Unrealized 0.0%
B Barrick Mining Corporation Common Shares 0.0%
Value ($000) $644 Shares 14,792 Est. Cost $37.42 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $627 Shares 3,460 Est. Cost $181.22 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $605 Shares 1,554 Est. Cost $375.21 Unrealized 0.0%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $591 Shares 5,715 Est. Cost $103.36 Unrealized
EXI iShares Global Industrials ETF 0.0%
Value ($000) $587 Shares 3,350 Est. Cost $175.36 Unrealized
EOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $572 Shares 18,058 Est. Cost $31.66 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $553 Shares 8,255 Est. Cost $75.46 Unrealized 0.0%
EEMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $523 Shares 29,778 Est. Cost $17.55 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $522 Shares 23,582 Est. Cost $20.45 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $513 Shares 8,054 Est. Cost $64.91 Unrealized 0.0%
ALLW SSGA ACTIVE TR 0.0%
Value ($000) $507 Shares 18,461 Est. Cost $27.49 Unrealized
FRDM EA SERIES TRUST 0.0%
Value ($000) $503 Shares 9,814 Est. Cost $51.27 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $475 Shares 2,573 Est. Cost $168.08 Unrealized 0.0%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $472 Shares 12,408 Est. Cost $38.03 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $458 Shares 10,178 Est. Cost $45.02 Unrealized
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $442 Shares 106,139 Est. Cost $5.27 Unrealized 0.0%
JBBB Janus Henderson BBB CLO ETF 0.0%
Value ($000) $436 Shares 9,132 Est. Cost $47.70 Unrealized
PTNQ PACER FDS TR 0.0%
Value ($000) $433 Shares 5,502 Est. Cost $78.65 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $426 Shares 5,350 Est. Cost $86.61 Unrealized 0.0%
PEVC Pacer Private Equity ETF 0.0%
Value ($000) $425 Shares 15,150 Est. Cost $28.07 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $416 Shares 12,655 Est. Cost $32.89 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $416 Shares 17,911 Est. Cost $23.23 Unrealized
PLTU DIREXION SHS ETF TR 0.0%
Value ($000) $402 Shares 5,460 Est. Cost $73.54 Unrealized
LQDW ISHARES TR 0.0%
Value ($000) $392 Shares 15,974 Est. Cost $24.56 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $387 Shares 4,433 Est. Cost $82.26 Unrealized 0.0%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $375 Shares 19,600 Est. Cost $19.11 Unrealized
OSS ONE STOP SYS INC 0.0%
Value ($000) $373 Shares 52,000 Est. Cost $5.91 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $373 Shares 4,839 Est. Cost $77.02 Unrealized
EWM ISHARES INC 0.0%
Value ($000) $365 Shares 13,340 Est. Cost $27.36 Unrealized
PI IMPINJ INC 0.0%
Value ($000) $360 Shares 2,066 Est. Cost $178.15 Unrealized 0.0%
EWW ISHARES INC 0.0%
Value ($000) $354 Shares 5,111 Est. Cost $69.33 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $352 Shares 5,913 Est. Cost $59.47 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $351 Shares 6,312 Est. Cost $55.58 Unrealized
IBUF Innovator Intl Buffer ETF - Quarterly 0-10 0.0%
Value ($000) $349 Shares 11,942 Est. Cost $29.23 Unrealized
SETM SPROTT FDS TR 0.0%
Value ($000) $336 Shares 11,618 Est. Cost $28.95 Unrealized
LQDB ISHARES TR 0.0%
Value ($000) $332 Shares 3,808 Est. Cost $87.11 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $318 Shares 23,416 Est. Cost $13.54 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $303 Shares 2,792 Est. Cost $101.49 Unrealized 0.0%
CLSE TRUST FOR PROFESSIONAL MANAG 0.0%
Value ($000) $301 Shares 11,005 Est. Cost $27.33 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $298 Shares 1,527 Est. Cost $181.83 Unrealized 0.0%
BLES NORTHERN LTS FD TR IV 0.0%
Value ($000) $291 Shares 6,725 Est. Cost $43.21 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $290 Shares 5,000 Est. Cost $57.92 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $289 Shares 3,824 Est. Cost $75.45 Unrealized
GM General Motors Company Common Stock 0.0%
Value ($000) $287 Shares 3,530 Est. Cost $70.40 Unrealized 0.0%
ALLY ALLY FINL INC 0.0%
Value ($000) $285 Shares 6,291 Est. Cost $40.80 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $284 Shares 2,243 Est. Cost $126.63 Unrealized
ARGT GLOBAL X FDS 0.0%
Value ($000) $280 Shares 3,066 Est. Cost $91.41 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $277 Shares 4,236 Est. Cost $63.23 Unrealized 0.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $269 Shares 7,810 Est. Cost $34.46 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $269 Shares 3,816 Est. Cost $70.41 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $269 Shares 752 Est. Cost $353.69 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $268 Shares 669 Est. Cost $414.24 Unrealized 0.0%
IYM ISHARES TR 0.0%
Value ($000) $267 Shares 1,737 Est. Cost $153.99 Unrealized
FDCF FIDELITY COVINGTON TRUST 0.0%
Value ($000) $267 Shares 5,561 Est. Cost $48.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $265 Shares 439 Est. Cost $603.53 Unrealized
KBDC KAYNE ANDERSON BDC INC 0.0%
Value ($000) $260 Shares 18,180 Est. Cost $14.18 Unrealized 0.0%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $260 Shares 4,706 Est. Cost $55.22 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $255 Shares 3,844 Est. Cost $64.65 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $252 Shares 2,838 Est. Cost $91.09 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $252 Shares 5,811 Est. Cost $44.45 Unrealized 0.0%
PPI INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $247 Shares 13,287 Est. Cost $18.63 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $247 Shares 5,402 Est. Cost $40.84 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $246 Shares 2,115 Est. Cost $110.50 Unrealized 0.0%
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $243 Shares 7,155 Est. Cost $33.90 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $239 Shares 2,312 Est. Cost $103.56 Unrealized
UAL United Airlines Holdings, Inc. - Common Stock 0.0%
Value ($000) $238 Shares 2,127 Est. Cost $101.05 Unrealized 0.0%
EZA ISHARES INC 0.0%
Value ($000) $237 Shares 3,445 Est. Cost $68.80 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $231 Shares 763 Est. Cost $274.80 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $229 Shares 1,257 Est. Cost $166.24 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $229 Shares 1,119 Est. Cost $199.00 Unrealized 0.0%
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF 0.0%
Value ($000) $228 Shares 6,317 Est. Cost $36.11 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $227 Shares 6,264 Est. Cost $33.94 Unrealized 0.0%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $227 Shares 8,258 Est. Cost $27.43 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $226 Shares 5,737 Est. Cost $39.46 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $226 Shares 3,297 Est. Cost $68.60 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $226 Shares 5,175 Est. Cost $45.46 Unrealized 0.0%
ASTX INVESTMENT MANAGERS SER TR 0.0%
Value ($000) $225 Shares 5,500 Est. Cost $40.92 Unrealized
NOV NOV INC 0.0%
Value ($000) $223 Shares 14,281 Est. Cost $14.83 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $219 Shares 2,100 Est. Cost $104.11 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $218 Shares 14,550 Est. Cost $15.00 Unrealized
VFMO Vanguard U.S. Momentum Factor ETF 0.0%
Value ($000) $214 Shares 1,119 Est. Cost $191.27 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $213 Shares 511 Est. Cost $415.46 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $211 Shares 601 Est. Cost $336.70 Unrealized 0.0%
IJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $209 Shares 7,140 Est. Cost $29.22 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $209 Shares 3,445 Est. Cost $60.53 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $206 Shares 3,278 Est. Cost $59.37 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $206 Shares 2,526 Est. Cost $84.91 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $205 Shares 3,393 Est. Cost $60.37 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $205 Shares 2,281 Est. Cost $89.76 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $204 Shares 679 Est. Cost $301.15 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $204 Shares 8,400 Est. Cost $24.33 Unrealized
HGRO ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $204 Shares 7,194 Est. Cost $28.39 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $204 Shares 3,064 Est. Cost $65.64 Unrealized 0.0%
GWW WW GRAINGER INC 0.0%
Value ($000) $202 Shares 200 Est. Cost $968.92 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $202 Shares 788 Est. Cost $261.32 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $202 Shares 1,617 Est. Cost $119.13 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $201 Shares 1,189 Est. Cost $158.36 Unrealized 0.0%
ABEV AMBEV SA 0.0%
Value ($000) $144 Shares 58,193 Est. Cost $2.47 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $124 Shares 11,436 Est. Cost $11.43 Unrealized 0.0%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $107 Shares 10,600 Est. Cost $10.09 Unrealized
CCIF CARLYLE CREDIT INCOME FUND 0.0%
Value ($000) $75 Shares 15,900 Est. Cost $4.69 Unrealized
WESTERN ASSET HIGH INCOM FD 0.0%
Value ($000) $57 Shares 13,637 Est. Cost $4.16 Unrealized
XTIA XTI AEROSPACE INC 0.0%
Value ($000) $23 Shares 18,400 Est. Cost $1.47 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $21 Shares 10,780 Est. Cost $2.61 Unrealized 0.0%

Increased Positions (404)

SPY SPDR S&P 500 4.3%
Value ($000) $118,188 (+79.9%) Shares 173,314 (+75.7%) Est. Cost $536.29 Unrealized
NOW SERVICENOW INC 4.7%
Value ($000) $129,139 (-17.4%) Shares 843,002 (+396.4%) Est. Cost $174.76 Unrealized -1.8%
BINC BLACKROCK ETF TRUST II 1.0%
Value ($000) $27,638 (+5273.9%) Shares 523,746 (+5321.8%) Est. Cost $52.78 Unrealized
QQQ INVESCO QQQ TR 3.0%
Value ($000) $83,961 (+18.7%) Shares 136,675 (+16.0%) Est. Cost $407.30 Unrealized
RTRE COLLABORATIVE INVESTMNT SER 1.1%
Value ($000) $29,264 (+69.4%) Shares 1,159,396 (+70.5%) Est. Cost $25.15 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $9,756 (+171.6%) Shares 9,077 (+92.8%) Est. Cost $651.94 Unrealized +46.6%
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $16,199 (+51.0%) Shares 364,758 (+45.5%) Est. Cost $38.45 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $68,429 (+8.7%) Shares 251,704 (+1.8%) Est. Cost $140.06 Unrealized +91.6%
NDOW ANYDRUS ADVANTAGE ETF 2.0%
Value ($000) $54,998 (+9.1%) Shares 1,994,920 (+7.2%) Est. Cost $25.42 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $19,167 (+24.2%) Shares 228,859 (+24.7%) Est. Cost $82.79 Unrealized
RDFI COLLABORATIVE INVESTMNT SER 0.5%
Value ($000) $14,991 (+33.1%) Shares 626,955 (+35.1%) Est. Cost $25.84 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $15,186 (+32.3%) Shares 48,393 (+2.7%) Est. Cost $121.28 Unrealized +136.1%
TSLA TESLA INC 0.8%
Value ($000) $23,521 (+18.3%) Shares 52,302 (+17.0%) Est. Cost $294.48 Unrealized +50.5%
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $18,421 (+22.8%) Shares 229,628 (+19.9%) Est. Cost $70.35 Unrealized
IBTJ ISHARES TR 0.1%
Value ($000) $4,138 (+454.6%) Shares 188,555 (+454.9%) Est. Cost $21.95 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $3,766 (+761.0%) Shares 146,238 (+764.3%) Est. Cost $25.78 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $10,115 (-23.8%) Shares 107,883 (+874.2%) Est. Cost $102.25 Unrealized +5.4%
GLTR ABRDN PRECIOUS METALS BASKET 0.3%
Value ($000) $8,219 (+57.2%) Shares 39,975 (+26.5%) Est. Cost $167.70 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $3,998 (+268.4%) Shares 174,769 (+269.6%) Est. Cost $22.90 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $7,135 (+57.8%) Shares 19,813 (+43.0%) Est. Cost $295.43 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $3,118 (+436.3%) Shares 139,419 (+436.8%) Est. Cost $22.36 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $3,023 (+420.2%) Shares 134,514 (+421.4%) Est. Cost $22.47 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $3,888 (+164.4%) Shares 76,871 (+165.5%) Est. Cost $50.57 Unrealized
FNDX SCHWAB STRATEGIC TR 1.3%
Value ($000) $36,600 (+6.7%) Shares 1,345,095 (+3.1%) Est. Cost $23.84 Unrealized
SCHG SCHWAB STRATEGIC TR 2.2%
Value ($000) $60,344 (+3.8%) Shares 1,849,921 (+1.6%) Est. Cost $27.02 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $41,288 (-5.1%) Shares 85,370 (+1.6%) Est. Cost $268.55 Unrealized +86.4%
SH PROSHARES TR 0.1%
Value ($000) $2,629 (+543.1%) Shares 72,964 (+559.7%) Est. Cost $37.32 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $24,653 (-7.3%) Shares 37,345 (+3.2%) Est. Cost $332.70 Unrealized +100.6%
GLD SPDR Gold Shares 0.6%
Value ($000) $16,421 (+12.7%) Shares 41,435 (+1.1%) Est. Cost $227.31 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $2,292 (+422.1%) Shares 55,600 (+401.9%) Est. Cost $39.72 Unrealized
SCHX SCHWAB STRATEGIC TR 1.4%
Value ($000) $39,632 (+4.8%) Shares 1,472,759 (+2.6%) Est. Cost $22.76 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $6,453 (+38.6%) Shares 119,636 (+15.9%) Est. Cost $46.66 Unrealized +1.9%
IVV ISHARES TR 1.0%
Value ($000) $27,239 (+6.9%) Shares 39,767 (+4.5%) Est. Cost $566.97 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $2,634 (+194.8%) Shares 4,651 (+132.8%) Est. Cost $417.51 Unrealized +27.5%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $7,115 (+31.5%) Shares 28,131 (+28.5%) Est. Cost $192.11 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $4,073 (+67.3%) Shares 87,006 (+67.3%) Est. Cost $42.46 Unrealized
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $32,575 (+5.2%) Shares 66,770 (+3.5%) Est. Cost $429.81 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,987 (+102.7%) Shares 49,839 (+103.0%) Est. Cost $59.50 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $1,729 (+669.6%) Shares 6,151 (+595.0%) Est. Cost $260.01 Unrealized +1.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $4,477 (+43.8%) Shares 55,766 (+35.2%) Est. Cost $70.19 Unrealized +17.5%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,971 (+208.7%) Shares 17,308 (+208.1%) Est. Cost $108.97 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $14,392 (+10.1%) Shares 119,750 (+8.9%) Est. Cost $107.05 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $20,801 (+6.8%) Shares 865,264 (+3.4%) Est. Cost $20.31 Unrealized
EMXC ISHARES INC 0.5%
Value ($000) $12,575 (+11.3%) Shares 173,018 (+3.3%) Est. Cost $55.85 Unrealized
PVAL PUTNAM ETF TRUST 0.1%
Value ($000) $2,772 (+84.1%) Shares 60,836 (+72.5%) Est. Cost $41.41 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $1,516 (+471.8%) Shares 18,942 (+371.7%) Est. Cost $77.83 Unrealized
BOXX EA SERIES TRUST 0.1%
Value ($000) $3,148 (+63.8%) Shares 27,348 (+62.0%) Est. Cost $113.08 Unrealized
SPYI NEOS ETF TRUST 0.2%
Value ($000) $4,320 (+38.7%) Shares 82,246 (+38.1%) Est. Cost $51.68 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $1,661 (+259.2%) Shares 34,527 (+155.0%) Est. Cost $38.29 Unrealized +15.0%
IDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,610 (+289.5%) Shares 49,855 (+274.8%) Est. Cost $31.24 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $1,735 (+197.5%) Shares 37,018 (+194.1%) Est. Cost $45.50 Unrealized
DGRW WISDOMTREE TR 1.1%
Value ($000) $29,408 (+4.1%) Shares 328,838 (+3.5%) Est. Cost $84.50 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,714 (+190.4%) Shares 33,756 (+124.3%) Est. Cost $41.55 Unrealized +4.2%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $1,621 (+206.8%) Shares 27,985 (+203.0%) Est. Cost $56.22 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,614 (+183.5%) Shares 8,771 (+193.3%) Est. Cost $179.46 Unrealized +1.5%
EQT EQT CORP 0.0%
Value ($000) $1,301 (+394.9%) Shares 24,266 (+402.6%) Est. Cost $55.02 Unrealized +2.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,151 (+32.7%) Shares 71,414 (+31.4%) Est. Cost $54.79 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $7,182 (+16.4%) Shares 59,675 (+9.1%) Est. Cost $68.59 Unrealized +68.4%
IEF iShares 7-10 Year Treasury Bond ETF 0.1%
Value ($000) $3,819 (+35.4%) Shares 39,711 (+35.9%) Est. Cost $101.34 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $17,057 (+6.2%) Shares 33,934 (+6.2%) Est. Cost $290.80 Unrealized +71.1%
BEGS COLLABORATIVE INVESTMNT SER 0.1%
Value ($000) $1,451 (-40.5%) Shares 63,709 (+1.8%) Est. Cost $21.27 Unrealized
AIQ Global X Artificial Intelligence & Technology ETF 0.1%
Value ($000) $3,269 (+40.9%) Shares 64,275 (+36.8%) Est. Cost $41.10 Unrealized
ALAB ASTERA LABS INC 0.1%
Value ($000) $3,020 (+45.3%) Shares 18,156 (+71.0%) Est. Cost $115.66 Unrealized +44.6%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,127 (+421.4%) Shares 28,458 (+408.0%) Est. Cost $38.31 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $3,870 (+30.3%) Shares 70,356 (+22.2%) Est. Cost $36.95 Unrealized +42.5%
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,893 (+44.6%) Shares 20,891 (+41.2%) Est. Cost $121.55 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,478 (+138.4%) Shares 36,169 (+134.4%) Est. Cost $39.03 Unrealized
IBDW iShares iBonds Dec 2031 Term Corporate ETF 0.1%
Value ($000) $1,676 (+104.2%) Shares 79,243 (+104.9%) Est. Cost $21.00 Unrealized
PDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $6,720 (+14.4%) Shares 154,903 (+10.8%) Est. Cost $37.84 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $3,943 (+27.0%) Shares 119,405 (+13.9%) Est. Cost $25.56 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $1,536 (+119.2%) Shares 12,598 (+80.2%) Est. Cost $109.87 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,035 (+315.5%) Shares 52,434 (+314.9%) Est. Cost $19.73 Unrealized
RDDT REDDIT INC 0.1%
Value ($000) $1,576 (+99.1%) Shares 6,857 (+99.2%) Est. Cost $174.40 Unrealized +20.6%
SGVT SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,172 (+197.8%) Shares 11,665 (+198.2%) Est. Cost $100.53 Unrealized
CERY SPDR SERIES TRUST 0.0%
Value ($000) $987 (+347.5%) Shares 34,561 (+349.0%) Est. Cost $28.57 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1,006 (+313.9%) Shares 15,449 (+242.1%) Est. Cost $56.51 Unrealized +8.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $1,137 (+202.8%) Shares 11,272 (+270.3%) Est. Cost $116.39 Unrealized -7.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $9,346 (-7.3%) Shares 64,916 (+81.5%) Est. Cost $187.80 Unrealized
SGOL abrdn Physical Gold Shares ETF 0.1%
Value ($000) $1,933 (+60.4%) Shares 47,058 (+43.7%) Est. Cost $27.47 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $5,885 (+14.0%) Shares 6,694 (+3.3%) Est. Cost $446.55 Unrealized +82.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,635 (+77.0%) Shares 6,362 (+41.0%) Est. Cost $163.93 Unrealized +46.1%
MDB MONGODB INC 0.0%
Value ($000) $1,042 (+199.7%) Shares 2,482 (+121.6%) Est. Cost $315.65 Unrealized +15.3%
AVGO BROADCOM INC 0.3%
Value ($000) $9,498 (+7.7%) Shares 27,443 (+2.6%) Est. Cost $176.17 Unrealized +102.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,318 (+103.1%) Shares 15,650 (+104.0%) Est. Cost $82.66 Unrealized +1.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,853 (+20.9%) Shares 24,890 (+8.7%) Est. Cost $140.03 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $2,245 (+41.7%) Shares 13,944 (+30.8%) Est. Cost $136.51 Unrealized +17.6%
RTX RTX CORPORATION 0.1%
Value ($000) $3,909 (+19.5%) Shares 21,315 (+9.0%) Est. Cost $104.15 Unrealized +66.4%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1,028 (+160.7%) Shares 3,023 (+120.8%) Est. Cost $269.17 Unrealized +15.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $2,459 (+34.2%) Shares 6,961 (+25.0%) Est. Cost $166.38 Unrealized +118.3%
QYLD GLOBAL X FDS 0.1%
Value ($000) $2,876 (+27.8%) Shares 162,787 (+23.1%) Est. Cost $17.89 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $7,970 (+8.5%) Shares 290,552 (+7.9%) Est. Cost $41.98 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $13,788 (+4.7%) Shares 47,509 (+5.9%) Est. Cost $256.45 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $1,680 (+56.1%) Shares 21,906 (+37.1%) Est. Cost $62.84 Unrealized +14.0%
EEM iShares MSCI Emerging Index Fund 0.1%
Value ($000) $2,938 (+25.7%) Shares 53,704 (+22.7%) Est. Cost $45.02 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,931 (+44.8%) Shares 3,369 (+20.6%) Est. Cost $334.00 Unrealized +66.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,822 (+26.7%) Shares 4,870 (+6.1%) Est. Cost $447.14 Unrealized +26.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,605 (+58.7%) Shares 16,712 (+57.3%) Est. Cost $89.95 Unrealized +8.0%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $4,898 (+13.2%) Shares 18,986 (+11.6%) Est. Cost $230.79 Unrealized
SNAV COLLABORATIVE INVESTMENT SER TR 0.3%
Value ($000) $7,560 (+8.0%) Shares 216,367 (+6.9%) Est. Cost $27.47 Unrealized
VFMV Vanguard U.S. Minimum Volatility ETF 0.0%
Value ($000) $1,236 (+79.9%) Shares 9,484 (+81.2%) Est. Cost $130.89 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $2,287 (+31.6%) Shares 56,284 (+27.1%) Est. Cost $40.75 Unrealized
KDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $762 (+246.6%) Shares 29,820 (+245.6%) Est. Cost $25.10 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $2,835 (+23.3%) Shares 21,640 (+37.2%) Est. Cost $122.25 Unrealized +12.6%
KO COCA COLA CO 0.1%
Value ($000) $3,006 (+21.0%) Shares 42,997 (+14.8%) Est. Cost $55.65 Unrealized +24.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,913 (+15.3%) Shares 71,438 (+13.4%) Est. Cost $45.11 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $13,893 (+3.9%) Shares 45,103 (+1.4%) Est. Cost $77.64 Unrealized +287.4%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,381 (+26.4%) Shares 48,880 (+25.3%) Est. Cost $47.01 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,064 (+13.8%) Shares 154,919 (+11.6%) Est. Cost $28.98 Unrealized
LRN STRIDE INC 0.0%
Value ($000) $394 (-55.3%) Shares 6,074 (+2.6%) Est. Cost $133.16 Unrealized -31.8%
IVE ISHARES TR 0.2%
Value ($000) $4,984 (+10.8%) Shares 23,503 (+7.9%) Est. Cost $166.06 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $8,997 (+5.7%) Shares 78,975 (+5.6%) Est. Cost $101.40 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $684 (+232.8%) Shares 6,220 (+236.8%) Est. Cost $109.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,379 (+16.2%) Shares 6,985 (+20.0%) Est. Cost $396.98 Unrealized +19.9%
NU NU HLDGS LTD 0.1%
Value ($000) $1,781 (+35.5%) Shares 106,367 (+29.6%) Est. Cost $13.56 Unrealized +18.5%
ACWX ISHARES TR 0.2%
Value ($000) $4,691 (+11.0%) Shares 69,878 (+7.5%) Est. Cost $56.26 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 0.2%
Value ($000) $5,810 (+8.5%) Shares 115,460 (+8.4%) Est. Cost $50.31 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $1,754 (+35.3%) Shares 20,719 (+32.0%) Est. Cost $81.98 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,158 (+65.2%) Shares 26,114 (+61.8%) Est. Cost $38.74 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,820 (+33.3%) Shares 40,264 (+26.7%) Est. Cost $41.69 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.1%
Value ($000) $1,836 (-19.7%) Shares 63,228 (+5.1%) Est. Cost $50.33 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $1,579 (+39.2%) Shares 11,005 (+17.8%) Est. Cost $93.96 Unrealized +41.3%
TSM Taiwan Semiconductor Manufacturing Company Ltd. 0.2%
Value ($000) $4,167 (+11.8%) Shares 13,711 (+2.8%) Est. Cost $164.94 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,421 (+44.2%) Shares 18,298 (+45.5%) Est. Cost $79.08 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $8,929 (+5.1%) Shares 63,295 (+2.7%) Est. Cost $103.66 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $3,011 (+16.9%) Shares 13,700 (+14.8%) Est. Cost $153.34 Unrealized
ILF ISHARES TR 0.1%
Value ($000) $2,688 (+18.9%) Shares 88,265 (+12.8%) Est. Cost $29.07 Unrealized
COR CENCORA INC 0.1%
Value ($000) $2,662 (+19.0%) Shares 7,880 (+10.1%) Est. Cost $241.70 Unrealized +40.9%
AMGN AMGEN INC 0.1%
Value ($000) $2,220 (+23.1%) Shares 6,781 (+6.1%) Est. Cost $244.91 Unrealized +29.0%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,780 (+29.8%) Shares 35,721 (+30.2%) Est. Cost $49.65 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $948 (+75.0%) Shares 19,291 (+75.6%) Est. Cost $49.16 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $2,249 (+21.8%) Shares 13,326 (+4.2%) Est. Cost $142.17 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $1,030 (+63.2%) Shares 42,527 (+63.6%) Est. Cost $24.17 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $687 (+137.3%) Shares 19,134 (+130.7%) Est. Cost $35.49 Unrealized
MPLY STRATEGY SHS 0.3%
Value ($000) $8,795 (+4.7%) Shares 290,681 (+1.9%) Est. Cost $26.74 Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $2,210 (+20.9%) Shares 29,693 (+18.7%) Est. Cost $49.55 Unrealized +45.3%
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.1%
Value ($000) $2,073 (+22.6%) Shares 88,582 (+22.9%) Est. Cost $23.33 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $1,000 (+57.9%) Shares 12,318 (+41.6%) Est. Cost $52.26 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $3,245 (+12.7%) Shares 130,314 (+15.3%) Est. Cost $26.81 Unrealized -6.6%
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $736 (+98.0%) Shares 22,105 (+103.2%) Est. Cost $33.72 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $1,249 (+41.1%) Shares 28,272 (+27.9%) Est. Cost $37.88 Unrealized +7.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $576 (+165.6%) Shares 4,177 (+159.3%) Est. Cost $167.59 Unrealized -18.3%
CMI CUMMINS INC 0.0%
Value ($000) $1,261 (+39.8%) Shares 2,469 (+15.6%) Est. Cost $279.02 Unrealized +67.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $9,439 (+3.9%) Shares 164,909 (+3.6%) Est. Cost $56.85 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $2,643 (+15.0%) Shares 43,930 (+9.9%) Est. Cost $52.97 Unrealized
PFF iShares Preferred and Income Securities ETF 0.0%
Value ($000) $927 (+58.9%) Shares 29,951 (+62.3%) Est. Cost $31.89 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,940 (+13.2%) Shares 38,968 (+10.3%) Est. Cost $70.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,052 (+48.0%) Shares 7,327 (+45.3%) Est. Cost $124.25 Unrealized
KR KROGER CO 0.0%
Value ($000) $588 (+135.5%) Shares 9,415 (+154.0%) Est. Cost $57.09 Unrealized +14.2%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $2,456 (+15.4%) Shares 17,647 (+16.2%) Est. Cost $118.82 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1,118 (+40.6%) Shares 13,157 (+39.1%) Est. Cost $72.06 Unrealized +21.4%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $5,270 (+6.5%) Shares 33,644 (+5.7%) Est. Cost $108.69 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $535 (+148.2%) Shares 2,590 (+115.5%) Est. Cost $190.48 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $579 (+118.5%) Shares 24,459 (+128.7%) Est. Cost $23.54 Unrealized -2.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,249 (+33.3%) Shares 21,309 (+39.2%) Est. Cost $55.95 Unrealized +6.8%
NVS NOVARTIS AG 0.0%
Value ($000) $1,112 (+39.0%) Shares 8,064 (+29.3%) Est. Cost $130.42 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $812 (+60.2%) Shares 16,246 (+64.1%) Est. Cost $50.76 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $932 (+47.6%) Shares 2,664 (+48.7%) Est. Cost $429.08 Unrealized -20.7%
EQWL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,788 (+20.1%) Shares 15,128 (+16.6%) Est. Cost $114.27 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC 0.0%
Value ($000) $775 (+61.8%) Shares 16,738 (+22.3%) Est. Cost $32.61 Unrealized +28.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $945 (+45.4%) Shares 4,871 (+40.3%) Est. Cost $185.64 Unrealized +2.1%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $573 (+104.8%) Shares 13,249 (+108.3%) Est. Cost $43.68 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $887 (+47.5%) Shares 7,046 (+66.1%) Est. Cost $112.98 Unrealized +24.6%
INV INNVENTURE INC 0.1%
Value ($000) $1,921 (-12.9%) Shares 459,552 (+20.6%) Est. Cost $4.88 Unrealized -14.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $983 (+40.5%) Shares 4,295 (+21.7%) Est. Cost $229.15 Unrealized -4.2%
AON AON PLC 0.0%
Value ($000) $1,270 (+28.6%) Shares 3,599 (+29.9%) Est. Cost $362.24 Unrealized -3.6%
CALF PACER FDS TR 0.0%
Value ($000) $650 (+75.8%) Shares 14,657 (+73.4%) Est. Cost $42.20 Unrealized
IAI ISHARES TR 0.1%
Value ($000) $1,567 (+21.2%) Shares 8,734 (+19.5%) Est. Cost $146.53 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $1,155 (+30.4%) Shares 17,183 (+27.8%) Est. Cost $66.21 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,366 (+24.5%) Shares 20,039 (+24.1%) Est. Cost $61.14 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $687 (+62.5%) Shares 13,491 (+62.8%) Est. Cost $50.96 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $2,076 (+14.5%) Shares 7,601 (+13.3%) Est. Cost $213.00 Unrealized +27.1%
IPKW Invesco International Buyback Achievers ETF 0.0%
Value ($000) $1,320 (+24.7%) Shares 23,745 (+18.3%) Est. Cost $48.53 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,462 (+21.1%) Shares 66,759 (+20.9%) Est. Cost $22.56 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $480 (+110.6%) Shares 10,345 (+106.9%) Est. Cost $45.18 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $464 (+118.4%) Shares 2,719 (+88.7%) Est. Cost $145.24 Unrealized +5.7%
IBHF ISHARES TR 0.0%
Value ($000) $842 (+42.4%) Shares 36,481 (+44.3%) Est. Cost $23.29 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $532 (+87.1%) Shares 5,326 (+87.6%) Est. Cost $100.03 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $517 (+89.8%) Shares 4,600 (+79.8%) Est. Cost $94.92 Unrealized +10.8%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,102 (+28.3%) Shares 15,368 (+23.4%) Est. Cost $66.31 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,453 (+20.1%) Shares 8,275 (+31.5%) Est. Cost $195.00 Unrealized -7.5%
IBDV iShares iBonds Dec 2030 Term Corporate ETF 0.0%
Value ($000) $909 (+35.9%) Shares 41,195 (+36.3%) Est. Cost $21.90 Unrealized
PTL NORTHERN LTS FD TR IV 0.3%
Value ($000) $9,229 (+2.6%) Shares 37,186 (+3.1%) Est. Cost $207.59 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $1,082 (+27.8%) Shares 3,155 (+24.0%) Est. Cost $291.50 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $1,293 (+22.0%) Shares 6,145 (+18.1%) Est. Cost $186.10 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $713 (+48.0%) Shares 12,199 (+34.7%) Est. Cost $50.32 Unrealized +6.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $5,236 (+4.5%) Shares 23,832 (+5.0%) Est. Cost $116.76 Unrealized +82.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $536 (+70.5%) Shares 7,965 (+85.8%) Est. Cost $66.81 Unrealized +0.7%
CSHI NEOS ETF TRUST 0.0%
Value ($000) $1,081 (+25.6%) Shares 21,744 (+25.6%) Est. Cost $49.73 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $999 (+27.7%) Shares 34,640 (+28.0%) Est. Cost $28.72 Unrealized
XTRE BONDBLOXX ETF TRUST 0.0%
Value ($000) $631 (+50.4%) Shares 12,688 (+50.6%) Est. Cost $49.62 Unrealized
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share 0.0%
Value ($000) $822 (-20.5%) Shares 6,440 (+11.4%) Est. Cost $84.86 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,278 (+19.5%) Shares 53,909 (+20.2%) Est. Cost $24.48 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1,272 (+19.5%) Shares 56,888 (+8.0%) Est. Cost $19.85 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,807 (+12.9%) Shares 17,724 (+10.2%) Est. Cost $99.76 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $593 (+52.2%) Shares 3,976 (+48.7%) Est. Cost $122.71 Unrealized
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $1,553 (+14.9%) Shares 18,820 (+12.3%) Est. Cost $71.07 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $487 (+65.8%) Shares 6,134 (+57.3%) Est. Cost $76.87 Unrealized
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 0.0%
Value ($000) $515 (+59.4%) Shares 5,347 (+57.6%) Est. Cost $95.61 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $794 (+31.8%) Shares 17,665 (+28.7%) Est. Cost $39.18 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $1,028 (+22.6%) Shares 22,110 (+32.9%) Est. Cost $56.08 Unrealized -15.4%
MBB ISHARES TR 0.2%
Value ($000) $5,657 (+3.4%) Shares 59,408 (+3.4%) Est. Cost $92.48 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $13,568 (-1.4%) Shares 76,332 (+1.2%) Est. Cost $43.85 Unrealized +312.8%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,124 (+20.0%) Shares 9,552 (+20.7%) Est. Cost $96.50 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,632 (+12.9%) Shares 83,391 (+12.8%) Est. Cost $19.55 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $487 (+60.4%) Shares 3,667 (+58.5%) Est. Cost $102.29 Unrealized +29.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $993 (+22.3%) Shares 9,939 (+16.8%) Est. Cost $79.46 Unrealized +19.2%
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $800 (+29.2%) Shares 35,672 (+29.3%) Est. Cost $22.21 Unrealized
IBDX iShares iBonds Dec 2032 Term Corporate ETF 0.0%
Value ($000) $594 (+42.8%) Shares 23,265 (+43.3%) Est. Cost $25.36 Unrealized
XFIV BONDBLOXX ETF TRUST 0.0%
Value ($000) $509 (+53.3%) Shares 10,288 (+53.4%) Est. Cost $49.44 Unrealized
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $511 (+52.7%) Shares 10,166 (+53.2%) Est. Cost $50.32 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $478 (+56.7%) Shares 4,732 (+93.1%) Est. Cost $114.88 Unrealized -5.6%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $781 (+28.2%) Shares 4,486 (+27.2%) Est. Cost $148.57 Unrealized +20.9%
IEUR iShares Core MSCI Europe ETF 0.0%
Value ($000) $848 (+25.2%) Shares 11,945 (+20.2%) Est. Cost $64.25 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $1,340 (+14.3%) Shares 1,633 (+7.6%) Est. Cost $479.86 Unrealized +70.0%
ROST ROSS STORES INC 0.0%
Value ($000) $797 (+26.4%) Shares 4,426 (+6.9%) Est. Cost $131.03 Unrealized +27.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $522 (+45.8%) Shares 2,340 (+55.6%) Est. Cost $210.04 Unrealized +8.2%
IHI ISHARES TR 0.1%
Value ($000) $1,404 (+13.2%) Shares 22,593 (+9.4%) Est. Cost $65.81 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $1,187 (-12.1%) Shares 3,522 (+5.5%) Est. Cost $363.60 Unrealized -1.8%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $2,498 (+6.8%) Shares 68,482 (+3.2%) Est. Cost $33.82 Unrealized
GVAL CAMBRIA ETF TR 0.0%
Value ($000) $384 (+69.9%) Shares 12,200 (+57.8%) Est. Cost $28.81 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $1,006 (+18.4%) Shares 9,177 (+13.2%) Est. Cost $105.46 Unrealized
TJX TJX Companies, Inc. (The) Common Stock 0.0%
Value ($000) $1,094 (+16.4%) Shares 7,124 (+9.5%) Est. Cost $107.10 Unrealized +37.9%
IPAC ISHARES TR 0.0%
Value ($000) $466 (+48.3%) Shares 6,360 (+48.7%) Est. Cost $65.83 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,409 (-9.6%) Shares 11,799 (+81.4%) Est. Cost $153.37 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $1,705 (-8.0%) Shares 23,139 (+2.8%) Est. Cost $71.97 Unrealized +4.9%
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,015 (+7.8%) Shares 61,854 (+5.5%) Est. Cost $31.64 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $5,474 (+2.7%) Shares 200,800 (+5.4%) Est. Cost $29.37 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $376 (+63.3%) Shares 16,827 (+64.6%) Est. Cost $22.42 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $643 (+28.8%) Shares 7,961 (+30.1%) Est. Cost $74.66 Unrealized +1.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $1,079 (+14.9%) Shares 1,651 (+8.1%) Est. Cost $311.29 Unrealized +95.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $632 (+27.9%) Shares 7,998 (+29.4%) Est. Cost $79.56 Unrealized -1.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,690 (-4.6%) Shares 15,504 (+1.0%) Est. Cost $150.04 Unrealized +13.8%
OPRA OPERA LTD 0.0%
Value ($000) $321 (-28.4%) Shares 22,639 (+4.3%) Est. Cost $20.37 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,701 (+8.0%) Shares 5,052 (+9.4%) Est. Cost $256.45 Unrealized +32.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $4,446 (+2.9%) Shares 109,152 (+11.0%) Est. Cost $36.94 Unrealized +9.6%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $442 (-22.0%) Shares 19,709 (+9.6%) Est. Cost $30.71 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $442 (+37.8%) Shares 3,951 (+27.0%) Est. Cost $90.93 Unrealized +8.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $750 (+19.2%) Shares 6,110 (+7.7%) Est. Cost $78.31 Unrealized +54.4%
FXI ISHARES TR 0.1%
Value ($000) $1,740 (+7.4%) Shares 45,436 (+15.4%) Est. Cost $37.04 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $567 (-17.2%) Shares 998 (+4.6%) Est. Cost $634.18 Unrealized -2.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1,130 (+11.3%) Shares 10,010 (+2.3%) Est. Cost $88.50 Unrealized +20.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $701 (+19.2%) Shares 4,666 (+13.5%) Est. Cost $133.76 Unrealized +9.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,117 (+10.7%) Shares 21,951 (+20.7%) Est. Cost $75.21 Unrealized
FDLS NORTHERN LTS FD TR IV 0.1%
Value ($000) $2,502 (+4.5%) Shares 70,007 (+2.1%) Est. Cost $34.94 Unrealized
SPRY ARS PHARMACEUTICALS INC 0.0%
Value ($000) $297 (+56.5%) Shares 25,468 (+35.0%) Est. Cost $13.20 Unrealized -26.3%
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $1,373 (+8.4%) Shares 50,156 (+8.1%) Est. Cost $27.12 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $910 (+13.3%) Shares 19,555 (+13.7%) Est. Cost $46.69 Unrealized
CROX CROCS INC 0.0%
Value ($000) $507 (+26.5%) Shares 5,926 (+23.6%) Est. Cost $112.66 Unrealized -25.8%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $226 (+88.2%) Shares 23,347 (+62.0%) Est. Cost $14.55 Unrealized -38.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,346 (-7.3%) Shares 14,965 (+1.6%) Est. Cost $121.30 Unrealized -22.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $828 (+14.5%) Shares 1,688 (+14.8%) Est. Cost $331.29 Unrealized +43.0%
IBDT ISHARES TR 0.0%
Value ($000) $944 (+12.4%) Shares 37,067 (+12.7%) Est. Cost $25.16 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $3,893 (+2.7%) Shares 6,818 (+2.3%) Est. Cost $406.02 Unrealized +37.7%
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $2,464 (+4.3%) Shares 101,832 (+4.1%) Est. Cost $24.15 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,770 (+5.9%) Shares 10,927 (+10.2%) Est. Cost $120.84 Unrealized +29.3%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1,026 (+10.4%) Shares 28,327 (+8.0%) Est. Cost $31.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $1,582 (+6.3%) Shares 36,259 (+2.4%) Est. Cost $26.54 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.0%
Value ($000) $907 (+11.6%) Shares 8,228 (+12.9%) Est. Cost $115.26 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $963 (+10.3%) Shares 4,259 (+64.6%) Est. Cost $272.28 Unrealized +9.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $377 (+29.3%) Shares 3,356 (+46.2%) Est. Cost $96.54 Unrealized +20.7%
SNTH TIDAL TRUST III 0.4%
Value ($000) $10,830 (+0.8%) Shares 391,114 (+10.5%) Est. Cost $30.02 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $353 (-19.4%) Shares 104 (+2.0%) Est. Cost $2103.95 Unrealized +79.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $559 (+17.6%) Shares 1,190 (+23.6%) Est. Cost $479.87 Unrealized -7.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $3,904 (+2.2%) Shares 37,014 (+11.0%) Est. Cost $86.20 Unrealized +27.9%
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $326 (+33.9%) Shares 8,232 (+31.6%) Est. Cost $38.22 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,408 (+6.2%) Shares 3,410 (+3.6%) Est. Cost $295.53 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $671 (-10.5%) Shares 4,124 (+6.1%) Est. Cost $120.33 Unrealized +54.9%
LOW LOWES COS INC 0.1%
Value ($000) $3,216 (-2.4%) Shares 13,334 (+1.7%) Est. Cost $225.83 Unrealized +6.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $922 (+9.2%) Shares 3,742 (+15.6%) Est. Cost $189.59 Unrealized +30.6%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $1,063 (-6.8%) Shares 2,717 (+1.4%) Est. Cost $449.36 Unrealized -9.3%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $417 (+22.5%) Shares 9,011 (+22.8%) Est. Cost $46.39 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,216 (+6.6%) Shares 6,967 (+5.5%) Est. Cost $139.66 Unrealized
DE DEERE & CO 0.0%
Value ($000) $342 (+28.0%) Shares 734 (+25.7%) Est. Cost $382.92 Unrealized +22.1%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $462 (+19.1%) Shares 2,671 (+1.1%) Est. Cost $136.68 Unrealized +19.8%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $1,479 (+5.2%) Shares 32,475 (+12.6%) Est. Cost $44.20 Unrealized +7.1%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $970 (+8.2%) Shares 4,733 (+5.4%) Est. Cost $189.37 Unrealized
XBIL RBB FD INC 0.0%
Value ($000) $1,016 (+7.5%) Shares 20,299 (+7.8%) Est. Cost $50.14 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $282 (+32.7%) Shares 1,701 (+32.8%) Est. Cost $173.50 Unrealized -2.7%
PEMX PUTNAM ETF TRUST 0.0%
Value ($000) $446 (+17.9%) Shares 6,934 (+15.0%) Est. Cost $53.45 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,488 (+4.7%) Shares 6,623 (+3.5%) Est. Cost $146.72 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $946 (+7.6%) Shares 12,875 (+6.8%) Est. Cost $53.02 Unrealized +32.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $438 (+18.0%) Shares 2,109 (+1.0%) Est. Cost $348.10 Unrealized -48.0%
USB US BANCORP DEL 0.0%
Value ($000) $488 (+15.8%) Shares 9,139 (+4.9%) Est. Cost $41.63 Unrealized +17.0%
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $1,062 (+6.6%) Shares 34,558 (+7.1%) Est. Cost $30.75 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $156 (+73.3%) Shares 19,278 (+65.6%) Est. Cost $8.14 Unrealized -2.9%
DHI D R HORTON INC 0.0%
Value ($000) $515 (-11.2%) Shares 3,578 (+4.5%) Est. Cost $109.31 Unrealized +39.1%
ETN EATON CORP PLC 0.0%
Value ($000) $1,022 (-6.0%) Shares 3,208 (+10.5%) Est. Cost $187.38 Unrealized +89.1%
IAK ISHARES TR 0.0%
Value ($000) $844 (+8.3%) Shares 6,201 (+6.6%) Est. Cost $127.35 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $438 (-12.7%) Shares 2,967 (+3.2%) Est. Cost $83.81 Unrealized
JBL JABIL INC 0.0%
Value ($000) $268 (+30.9%) Shares 1,176 (+24.7%) Est. Cost $216.77 Unrealized -1.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $401 (+18.6%) Shares 1,478 (+7.4%) Est. Cost $216.89 Unrealized +15.5%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,213 (+5.4%) Shares 12,189 (+3.6%) Est. Cost $83.49 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $934 (-6.2%) Shares 2,190 (+4.5%) Est. Cost $341.61 Unrealized +25.1%
PHM PULTE GROUP INC 0.0%
Value ($000) $557 (-9.9%) Shares 4,751 (+1.5%) Est. Cost $108.43 Unrealized +12.9%
DTD WISDOMTREE TR 0.0%
Value ($000) $807 (+8.2%) Shares 9,509 (+7.1%) Est. Cost $77.53 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $3,215 (-1.9%) Shares 53,879 (+1.3%) Est. Cost $74.82 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $366 (+19.4%) Shares 15,165 (+22.9%) Est. Cost $24.75 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,444 (+4.3%) Shares 4,780 (+2.7%) Est. Cost $234.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,419 (-4.0%) Shares 31,729 (+91.9%) Est. Cost $67.42 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,592 (+3.8%) Shares 60,114 (+5.6%) Est. Cost $26.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,105 (+5.4%) Shares 25,892 (+115.2%) Est. Cost $60.03 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $384 (-12.7%) Shares 3,503 (+2.3%) Est. Cost $76.72 Unrealized +57.2%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $495 (+12.6%) Shares 2,226 (+1.6%) Est. Cost $97.56 Unrealized +103.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $449 (+13.7%) Shares 4,859 (+14.7%) Est. Cost $70.17 Unrealized +34.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $392 (+16.0%) Shares 29,691 (+1.9%) Est. Cost $11.01 Unrealized
ISPY PROSHARES TR 0.0%
Value ($000) $452 (+13.3%) Shares 9,914 (+12.0%) Est. Cost $42.51 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $907 (-5.5%) Shares 5,648 (+1.5%) Est. Cost $125.66 Unrealized +28.1%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $393 (+15.4%) Shares 10,248 (+3.6%) Est. Cost $27.04 Unrealized +47.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $301 (+20.8%) Shares 970 (+1.4%) Est. Cost $172.36 Unrealized +65.5%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $1,146 (+4.6%) Shares 11,549 (+5.0%) Est. Cost $99.47 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $349 (+16.5%) Shares 3,774 (+17.9%) Est. Cost $84.97 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $569 (+9.2%) Shares 8,454 (+15.3%) Est. Cost $66.07 Unrealized +5.3%
ARKQ ARK ETF TR 0.0%
Value ($000) $756 (+6.5%) Shares 6,596 (+3.6%) Est. Cost $74.04 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $455 (+11.2%) Shares 1,077 (+9.2%) Est. Cost $352.66 Unrealized +24.6%
EUAD SPINNAKER ETF SERIES 0.0%
Value ($000) $446 (-9.3%) Shares 10,594 (+1.1%) Est. Cost $43.43 Unrealized
DCRE DOUBLELINE ETF TRUST 0.0%
Value ($000) $1,274 (+3.6%) Shares 24,545 (+4.0%) Est. Cost $51.32 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $310 (+16.8%) Shares 2,400 (+28.1%) Est. Cost $106.38 Unrealized +26.7%
IGF iShares Global Infrastructure ETF 0.0%
Value ($000) $450 (+10.7%) Shares 7,336 (+10.2%) Est. Cost $59.40 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $342 (-11.1%) Shares 4,287 (+4.7%) Est. Cost $98.56 Unrealized -15.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $762 (+5.9%) Shares 9,115 (+1.1%) Est. Cost $77.56 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $3,059 (+1.4%) Shares 135,106 (+1.7%) Est. Cost $22.06 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $367 (-10.0%) Shares 1,175 (+1.1%) Est. Cost $278.09 Unrealized +17.3%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $121 (-25.1%) Shares 12,125 (+20.8%) Est. Cost $12.58 Unrealized +14.4%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $468 (+9.4%) Shares 11,875 (+4.2%) Est. Cost $35.27 Unrealized
HYEM VanEck Emerging Markets High Yield Bond ETF 0.1%
Value ($000) $1,428 (+2.9%) Shares 71,814 (+3.7%) Est. Cost $19.68 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $242 (+19.6%) Shares 4,912 (+21.1%) Est. Cost $50.77 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $138 (+38.4%) Shares 28,425 (+42.1%) Est. Cost $4.78 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $375 (+10.9%) Shares 6,346 (+12.4%) Est. Cost $50.99 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $487 (+8.1%) Shares 10,177 (+14.0%) Est. Cost $33.32 Unrealized +41.4%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $398 (+10.0%) Shares 16,661 (+4.1%) Est. Cost $12.46 Unrealized +78.0%
F FORD MTR CO 0.0%
Value ($000) $331 (+12.2%) Shares 25,200 (+2.3%) Est. Cost $10.12 Unrealized +26.7%
VRSN VERISIGN INC 0.0%
Value ($000) $259 (-11.9%) Shares 1,065 (+1.3%) Est. Cost $228.86 Unrealized +9.6%
BN BROOKFIELD CORP 0.0%
Value ($000) $253 (-11.9%) Shares 5,514 (+31.7%) Est. Cost $39.46 Unrealized +15.4%
KEY KEYCORP 0.0%
Value ($000) $228 (+17.5%) Shares 11,037 (+6.4%) Est. Cost $18.20 Unrealized +1.6%
FISV FISERV INC 0.0%
Value ($000) $248 (-11.6%) Shares 3,695 (+69.7%) Est. Cost $117.74 Unrealized -28.8%
JSI JANUS DETROIT STR TR 0.0%
Value ($000) $454 (+7.7%) Shares 8,726 (+8.1%) Est. Cost $52.40 Unrealized
AMCOR PLC 0.0%
Value ($000) $133 (+31.7%) Shares 15,982 (+29.2%) Est. Cost $9.70 Unrealized -14.9%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,245 (+2.6%) Shares 9,268 (+1.2%) Est. Cost $112.92 Unrealized
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $427 (+7.9%) Shares 14,701 (+6.2%) Est. Cost $27.98 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $241 (-11.3%) Shares 3,807 (+7.7%) Est. Cost $72.96 Unrealized -4.8%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $130 (+29.7%) Shares 15,166 (+22.6%) Est. Cost $9.35 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $544 (+5.7%) Shares 1,976 (+10.7%) Est. Cost $276.27 Unrealized +1.1%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $717 (+4.3%) Shares 5,299 (+6.5%) Est. Cost $108.38 Unrealized +25.3%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $460 (+6.7%) Shares 8,997 (+5.8%) Est. Cost $51.72 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $341 (+9.0%) Shares 768 (+5.6%) Est. Cost $371.32 Unrealized +17.7%
BLDG CAMBRIA ETF TR 0.0%
Value ($000) $623 (-4.3%) Shares 25,483 (+1.1%) Est. Cost $24.05 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $354 (+8.1%) Shares 9,590 (+5.7%) Est. Cost $31.68 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $551 (+4.8%) Shares 5,370 (+5.9%) Est. Cost $97.82 Unrealized +5.6%
DBEF DBX ETF TR 0.0%
Value ($000) $258 (+10.6%) Shares 5,352 (+6.7%) Est. Cost $41.55 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,231 (+2.0%) Shares 32,115 (+1.2%) Est. Cost $34.02 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $651 (-3.5%) Shares 17,790 (+4.5%) Est. Cost $29.80 Unrealized
BUXX EA SERIES TRUST 0.0%
Value ($000) $388 (+6.4%) Shares 19,160 (+6.6%) Est. Cost $20.27 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $425 (+5.7%) Shares 10,156 (+3.8%) Est. Cost $39.84 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $398 (+5.9%) Shares 1,479 (+10.1%) Est. Cost $217.98 Unrealized
TLT iShares 20 Plus Year Treasury Bond ETF 0.1%
Value ($000) $1,495 (+1.5%) Shares 17,154 (+4.1%) Est. Cost $92.75 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $320 (+7.2%) Shares 12,141 (+6.2%) Est. Cost $26.14 Unrealized -0.2%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $696 (+3.2%) Shares 24,447 (+1.1%) Est. Cost $40.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,146 (+0.7%) Shares 9,528 (+5.3%) Est. Cost $365.61 Unrealized -7.8%
WTAI WISDOMTREE TR 0.0%
Value ($000) $360 (+6.1%) Shares 12,348 (+4.0%) Est. Cost $19.46 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,409 (-1.4%) Shares 6,425 (+1.3%) Est. Cost $181.64 Unrealized +34.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $326 (-5.7%) Shares 3,868 (+11.7%) Est. Cost $108.31 Unrealized -18.3%
TQQQ PROSHARES TR 0.0%
Value ($000) $663 (+3.0%) Shares 12,582 (+102.1%) Est. Cost $62.19 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $687 (+2.8%) Shares 63,000 (+7.4%) Est. Cost $11.84 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $297 (-5.5%) Shares 764 (+2.4%) Est. Cost $219.26 Unrealized +88.6%
IJK ISHARES TR 0.0%
Value ($000) $437 (+4.1%) Shares 4,515 (+3.0%) Est. Cost $93.45 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $386 (-4.2%) Shares 2,956 (+2.2%) Est. Cost $125.92 Unrealized +5.8%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $286 (+6.2%) Shares 7,028 (+13.2%) Est. Cost $36.96 Unrealized +10.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $872 (-1.9%) Shares 52,885 (+2.1%) Est. Cost $12.02 Unrealized
BKE BUCKLE INC 0.0%
Value ($000) $642 (-2.4%) Shares 12,022 (+7.2%) Est. Cost $36.22 Unrealized +44.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $306 (+5.2%) Shares 6,741 (+107.9%) Est. Cost $65.30 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $746 (+2.0%) Shares 9,630 (+2.4%) Est. Cost $56.03 Unrealized +36.5%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $506 (+3.0%) Shares 19,412 (+7.1%) Est. Cost $31.04 Unrealized -9.8%
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $632 (+2.2%) Shares 29,278 (+1.2%) Est. Cost $21.15 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $466 (-2.8%) Shares 3,608 (+2.5%) Est. Cost $79.97 Unrealized +67.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $258 (+5.3%) Shares 887 (+4.0%) Est. Cost $388.86 Unrealized -28.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $319 (+4.2%) Shares 7,615 (+4.6%) Est. Cost $41.18 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $197 (+6.5%) Shares 10,953 (+1.1%) Est. Cost $19.98 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $241 (+5.2%) Shares 4,710 (+5.2%) Est. Cost $51.09 Unrealized
CALAMOS LNG SHR EQT DYNAMIC 0.0%
Value ($000) $159 (-6.9%) Shares 10,882 (+2.9%) Est. Cost $16.12 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $360 (-3.2%) Shares 5,149 (+1.5%) Est. Cost $55.71 Unrealized +30.1%
IYW ISHARES TR 0.0%
Value ($000) $348 (+3.3%) Shares 1,745 (+1.3%) Est. Cost $141.22 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $728 (-1.5%) Shares 26,472 (+1.5%) Est. Cost $14.29 Unrealized +88.3%
EATON VANCE TAX-MANAGED BUY 0.0%
Value ($000) $340 (+3.2%) Shares 23,686 (+2.4%) Est. Cost $13.33 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $1,152 (+0.9%) Shares 25,898 (+1.1%) Est. Cost $35.48 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $893 (+1.2%) Shares 8,720 (+1.4%) Est. Cost $93.96 Unrealized +8.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,101 (+0.9%) Shares 9,394 (+6.6%) Est. Cost $90.49 Unrealized +34.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $230 (-3.9%) Shares 3,822 (+1.3%) Est. Cost $38.23 Unrealized +57.1%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $144 (+6.5%) Shares 11,184 (+1.4%) Est. Cost $12.25 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $762 (-1.1%) Shares 10,905 (+1.5%) Est. Cost $72.45 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $317 (+2.7%) Shares 6,361 (+3.0%) Est. Cost $50.03 Unrealized
MET METLIFE INC 0.0%
Value ($000) $661 (-1.1%) Shares 8,374 (+3.2%) Est. Cost $64.93 Unrealized +21.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $991 (-0.7%) Shares 30,252 (+1.2%) Est. Cost $28.97 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,153 (+0.6%) Shares 7,079 (+5.2%) Est. Cost $106.48 Unrealized +58.6%
CAAA FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $446 (+1.4%) Shares 21,770 (+1.4%) Est. Cost $20.25 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $611 (+0.9%) Shares 6,493 (+1.9%) Est. Cost $75.31 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $535 (+1.0%) Shares 36,138 (+1.8%) Est. Cost $16.11 Unrealized -8.8%
CDX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $244 (+1.7%) Shares 10,954 (+4.7%) Est. Cost $23.24 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $215 (+1.7%) Shares 4,184 (+1.6%) Est. Cost $50.67 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $169 (+1.8%) Shares 15,850 (+6.7%) Est. Cost $10.73 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $243 (+1.1%) Shares 12,775 (+3.5%) Est. Cost $19.36 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $283 (-0.7%) Shares 233 (+1.3%) Est. Cost $1199.71 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $741 (-0.2%) Shares 3,729 (+1.9%) Est. Cost $156.19 Unrealized +29.4%
FTGS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,962 (+0.1%) Shares 55,493 (+1.7%) Est. Cost $31.08 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $225 (+0.7%) Shares 9,781 (+1.1%) Est. Cost $23.12 Unrealized

Exited Positions (109)

ISHARES TR 1.0%
Value ($000) $28,583 Shares 1,223,317 Est. Cost $23.36 Unrealized
COLLABORATIVE INVESTMNT SER 0.3%
Value ($000) $7,397 Shares 278,345 Est. Cost $25.87 Unrealized
RUNN STRATEGIC TRUST 0.1%
Value ($000) $1,709 Shares 49,858 Est. Cost $32.43 Unrealized
TOPT ISHARES TR 0.1%
Value ($000) $1,571 Shares 51,580 Est. Cost $30.46 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $1,480 Shares 10,391 Est. Cost $126.06 Unrealized +25.4%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1,450 Shares 6,170 Est. Cost $198.34 Unrealized +5.9%
IGV ISHARES TR 0.0%
Value ($000) $1,238 Shares 10,766 Est. Cost $104.95 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $1,221 Shares 19,857 Est. Cost $47.02 Unrealized +19.2%
FMDE Fidelity Enhanced Mid Cap ETF 0.0%
Value ($000) $1,138 Shares 31,467 Est. Cost $32.80 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $1,110 Shares 19,569 Est. Cost $41.13 Unrealized +4.1%
JSML JANUS DETROIT STR TR 0.0%
Value ($000) $1,052 Shares 14,072 Est. Cost $74.78 Unrealized
TMUS T-Mobile US, Inc. - Common Stock 0.0%
Value ($000) $974 Shares 4,069 Est. Cost $176.22 Unrealized +19.9%
XPEV XPENG INC 0.0%
Value ($000) $968 Shares 41,341 Est. Cost $23.42 Unrealized
CELH Celsius Holdings, Inc. - Common Stock 0.0%
Value ($000) $946 Shares 16,463 Est. Cost $38.52 Unrealized +30.8%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $916 Shares 48,363 Est. Cost $15.41 Unrealized +12.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $895 Shares 43,244 Est. Cost $20.67 Unrealized
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $893 Shares 22,122 Est. Cost $35.71 Unrealized
AVAV AeroVironment, Inc. - Common Stock 0.0%
Value ($000) $840 Shares 2,669 Est. Cost $153.58 Unrealized +104.7%
GRAB Grab Holdings Limited - Class A Ordinary Shares 0.0%
Value ($000) $802 Shares 133,230 Est. Cost $5.31 Unrealized +4.1%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $797 Shares 34,160 Est. Cost $14.62 Unrealized
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $721 Shares 21,724 Est. Cost $29.76 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $713 Shares 2,245 Est. Cost $284.36 Unrealized +6.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $690 Shares 18,441 Est. Cost $38.61 Unrealized -14.8%
MAS MASCO CORP 0.0%
Value ($000) $671 Shares 9,535 Est. Cost $55.35 Unrealized +17.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $670 Shares 9,161 Est. Cost $65.20 Unrealized -13.9%
XSOE WISDOMTREE TR 0.0%
Value ($000) $628 Shares 16,561 Est. Cost $37.94 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $627 Shares 4,524 Est. Cost $62.86 Unrealized +68.9%
IJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $610 Shares 17,323 Est. Cost $30.74 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $586 Shares 16,904 Est. Cost $31.88 Unrealized -16.1%
TEM TEMPUS AI INC 0.0%
Value ($000) $566 Shares 7,014 Est. Cost $70.04 Unrealized +11.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $547 Shares 7,093 Est. Cost $76.43 Unrealized -5.2%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $542 Shares 8,555 Est. Cost $72.01 Unrealized -15.7%
TLTW ISHARES TR 0.0%
Value ($000) $537 Shares 22,966 Est. Cost $26.07 Unrealized
AAON AAON INC 0.0%
Value ($000) $536 Shares 5,738 Est. Cost $49.49 Unrealized +86.5%
CRNC CERENCE INC 0.0%
Value ($000) $530 Shares 42,500 Est. Cost $10.25 Unrealized +7.2%
HTUS CAPITOL SER TR 0.0%
Value ($000) $498 Shares 11,664 Est. Cost $42.66 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $475 Shares 2,066 Est. Cost $227.43 Unrealized -2.7%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $454 Shares 13,377 Est. Cost $32.10 Unrealized +1.3%
TECL DIREXION SHS ETF TR 0.0%
Value ($000) $444 Shares 3,570 Est. Cost $124.37 Unrealized
CNAV COLLABORATIVE INVESTMNT SER 0.0%
Value ($000) $421 Shares 13,900 Est. Cost $22.72 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $413 Shares 4,983 Est. Cost $71.64 Unrealized +17.1%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $407 Shares 2,148 Est. Cost $177.85 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $398 Shares 8,295 Est. Cost $39.21 Unrealized +5.0%
UHAL U HAUL HOLDING COMPANY 0.0%
Value ($000) $394 Shares 6,910 Est. Cost $65.40 Unrealized -18.6%
FLBR FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $381 Shares 20,016 Est. Cost $19.05 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $379 Shares 2,953 Est. Cost $115.07 Unrealized +7.4%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $371 Shares 4,842 Est. Cost $79.50 Unrealized -5.5%
RL RALPH LAUREN CORP 0.0%
Value ($000) $365 Shares 1,164 Est. Cost $296.30 Unrealized +14.8%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $351 Shares 5,566 Est. Cost $81.39 Unrealized -25.1%
DAL Delta Air Lines, Inc. Common Stock 0.0%
Value ($000) $343 Shares 6,039 Est. Cost $56.83 Unrealized +9.9%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $341 Shares 14,369 Est. Cost $23.71 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $340 Shares 10,888 Est. Cost $36.76 Unrealized -15.4%
CCL Carnival Corporation Common Stock 0.0%
Value ($000) $334 Shares 11,546 Est. Cost $23.62 Unrealized +18.0%
BZH BEAZER HOMES USA INC 0.0%
Value ($000) $315 Shares 12,841 Est. Cost $26.63 Unrealized -16.5%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $312 Shares 16,522 Est. Cost $19.17 Unrealized -5.9%
GLOF ISHARES TR 0.0%
Value ($000) $310 Shares 6,014 Est. Cost $51.62 Unrealized
ITT ITT INC 0.0%
Value ($000) $309 Shares 1,730 Est. Cost $167.78 Unrealized +6.8%
ISHARES TR 0.0%
Value ($000) $307 Shares 12,200 Est. Cost $25.19 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $289 Shares 528 Est. Cost $391.75 Unrealized +40.3%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $289 Shares 2,604 Est. Cost $110.80 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $285 Shares 4,012 Est. Cost $72.04 Unrealized +5.9%
MPLX MPLX LP 0.0%
Value ($000) $279 Shares 5,578 Est. Cost $53.52 Unrealized
ISHARES TR 0.0%
Value ($000) $274 Shares 11,800 Est. Cost $23.22 Unrealized
VSDM VANGUARD MUN BD FDS 0.0%
Value ($000) $266 Shares 3,470 Est. Cost $76.70 Unrealized
POOL POOL CORP 0.0%
Value ($000) $262 Shares 844 Est. Cost $337.71 Unrealized -23.2%
APA APA CORPORATION 0.0%
Value ($000) $261 Shares 10,737 Est. Cost $20.82 Unrealized +15.9%
STOT SSGA ACTIVE TR 0.0%
Value ($000) $253 Shares 5,347 Est. Cost $47.05 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $253 Shares 3,023 Est. Cost $66.50 Unrealized +25.6%
TOTALENERGIES SE 0.0%
Value ($000) $253 Shares 4,236 Est. Cost $64.62 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $250 Shares 1,537 Est. Cost $124.70 Unrealized +106.0%
ZS ZSCALER INC 0.0%
Value ($000) $245 Shares 818 Est. Cost $194.12 Unrealized +45.4%
GTLB GITLAB INC 0.0%
Value ($000) $244 Shares 5,404 Est. Cost $61.16 Unrealized -29.2%
EQNR EQUINOR ASA 0.0%
Value ($000) $243 Shares 9,966 Est. Cost $25.54 Unrealized
IMTM iShares MSCI Intl Momentum Factor ETF 0.0%
Value ($000) $242 Shares 5,054 Est. Cost $45.69 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $241 Shares 5,294 Est. Cost $41.27 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $236 Shares 515 Est. Cost $410.72 Unrealized -2.4%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $232 Shares 1,825 Est. Cost $113.98 Unrealized +1.5%
APPF APPFOLIO INC 0.0%
Value ($000) $232 Shares 840 Est. Cost $270.12 Unrealized -12.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $227 Shares 3,803 Est. Cost $67.32 Unrealized -17.5%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $226 Shares 17,190 Est. Cost $14.85 Unrealized
IOCT Innovator Intl Buffer ETF - Oct 0-15 0.0%
Value ($000) $225 Shares 6,576 Est. Cost $30.65 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $217 Shares 1,256 Est. Cost $160.19 Unrealized +1.8%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $213 Shares 1,579 Est. Cost $122.99 Unrealized +6.8%
DEM WISDOMTREE TR 0.0%
Value ($000) $212 Shares 4,606 Est. Cost $45.29 Unrealized
MP MP Materials Corp. Common Stock 0.0%
Value ($000) $211 Shares 3,152 Est. Cost $62.91 Unrealized +0.8%
ALLETE INC 0.0%
Value ($000) $211 Shares 3,178 Est. Cost $66.41 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $211 Shares 229 Est. Cost $808.07 Unrealized +18.9%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $210 Shares 7,224 Est. Cost $29.11 Unrealized
CXSE WISDOMTREE TR 0.0%
Value ($000) $209 Shares 4,692 Est. Cost $44.58 Unrealized
CMG Chipotle Mexican Grill, Inc. Common Stock 0.0%
Value ($000) $208 Shares 5,303 Est. Cost $45.03 Unrealized -19.7%
GLDI UBS AG 0.0%
Value ($000) $205 Shares 1,218 Est. Cost $168.63 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $205 Shares 2,758 Est. Cost $71.94 Unrealized -2.8%
SJNK SPDR Bloomberg Short Term High Yield Bond ETF 0.0%
Value ($000) $204 Shares 7,972 Est. Cost $25.60 Unrealized
BANX ARROWMARK FINANCIAL CORP 0.0%
Value ($000) $204 Shares 9,300 Est. Cost $19.51 Unrealized +5.6%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $201 Shares 3,535 Est. Cost $62.62 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $200 Shares 4,951 Est. Cost $38.56 Unrealized -10.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $200 Shares 9,501 Est. Cost $21.07 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $177 Shares 10,980 Est. Cost $16.13 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $131 Shares 10,678 Est. Cost $12.38 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $121 Shares 11,133 Est. Cost $12.33 Unrealized -19.0%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $73 Shares 10,150 Est. Cost $6.69 Unrealized +43.8%
ABRDN AUSTRALIA EQUITY FD IN 0.0%
Value ($000) $60 Shares 13,102 Est. Cost $3.98 Unrealized
UPXI UPEXI INC 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $6.08 Unrealized -37.9%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $43 Shares 26,000 Est. Cost $1.81 Unrealized -27.2%
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $32 Shares 20,821 Est. Cost $0.57 Unrealized
ASSERTIO HOLDINGS INC 0.0%
Value ($000) $29 Shares 33,195 Est. Cost $0.67 Unrealized
STFS STAR FASHION CULTURE HLDGS L 0.0%
Value ($000) $13 Shares 68,000 Est. Cost $1.03 Unrealized -84.3%
SENSEONICS HLDGS INC 0.0%
Value ($000) $10 Shares 22,900 Est. Cost $0.63 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $1 Shares 12,432 Est. Cost $0.08 Unrealized

Decreased Positions (327)

SGOV ISHARES TR 0.2%
Value ($000) $4,497 (-88.6%) Shares 44,802 (-88.5%) Est. Cost $100.67 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,432 (-76.1%) Shares 45,245 (-75.6%) Est. Cost $76.27 Unrealized
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $13,094 (-35.3%) Shares 46,907 (-31.9%) Est. Cost $277.88 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $5,781 (-53.0%) Shares 40,951 (-52.9%) Est. Cost $134.57 Unrealized
CLIP Global X 1-3 Month T-Bill ETF 0.2%
Value ($000) $6,170 (-49.0%) Shares 61,627 (-48.8%) Est. Cost $100.44 Unrealized
ROE EA SERIES TRUST 0.1%
Value ($000) $3,390 (-63.2%) Shares 96,113 (-63.9%) Est. Cost $29.27 Unrealized
OZ BELPOINTE PREP LLC 0.5%
Value ($000) $14,256 (-27.3%) Shares 219,217 (-28.4%) Est. Cost $85.57 Unrealized -26.4%
IGM ISHARES TR 0.0%
Value ($000) $780 (-82.7%) Shares 6,039 (-83.1%) Est. Cost $94.83 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $3,226 (-52.2%) Shares 16,550 (-31.0%) Est. Cost $112.63 Unrealized +111.4%
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $966 (-78.3%) Shares 24,701 (-78.7%) Est. Cost $35.54 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $563 (-85.4%) Shares 6,566 (-87.0%) Est. Cost $40.62 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $20,679 (+17.2%) Shares 66,065 (-9.0%) Est. Cost $133.01 Unrealized +114.7%
SHYG ISHARES TR 0.5%
Value ($000) $13,581 (-17.0%) Shares 316,801 (-16.1%) Est. Cost $43.16 Unrealized
SPDN DIREXION SHS ETF TR 0.0%
Value ($000) $194 (-93.1%) Shares 20,545 (-93.0%) Est. Cost $13.62 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,942 (-46.7%) Shares 24,659 (-46.0%) Est. Cost $112.72 Unrealized
SPHY SPDR SERIES TRUST 0.8%
Value ($000) $22,080 (-8.9%) Shares 932,829 (-7.9%) Est. Cost $23.82 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $374 (-85.1%) Shares 7,796 (-85.5%) Est. Cost $43.49 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $823 (-71.6%) Shares 10,077 (-65.9%) Est. Cost $66.06 Unrealized +36.3%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $4,246 (-32.4%) Shares 72,289 (-32.3%) Est. Cost $58.58 Unrealized
PALC PACER FDS TR 0.0%
Value ($000) $629 (-75.8%) Shares 12,043 (-76.0%) Est. Cost $48.32 Unrealized
JGRO JPMorgan Active Growth ETF 0.0%
Value ($000) $224 (-89.5%) Shares 2,411 (-89.4%) Est. Cost $80.65 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,452 (-56.5%) Shares 20,446 (-57.1%) Est. Cost $57.74 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $5,388 (+51.0%) Shares 18,879 (-11.5%) Est. Cost $110.69 Unrealized +107.2%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,830 (-49.3%) Shares 36,855 (-33.6%) Est. Cost $49.22 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,360 (-55.4%) Shares 7,383 (-50.7%) Est. Cost $174.27 Unrealized +15.8%
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $778 (-65.9%) Shares 5,353 (-73.2%) Est. Cost $100.61 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $857 (-62.3%) Shares 4,056 (-61.8%) Est. Cost $218.48 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $1,118 (-55.9%) Shares 23,501 (-42.3%) Est. Cost $57.50 Unrealized
JPM JP Morgan Chase & Co. Common Stock 0.5%
Value ($000) $13,294 (-9.3%) Shares 41,255 (-11.2%) Est. Cost $148.60 Unrealized +108.3%
IWY ISHARES TR 0.1%
Value ($000) $3,664 (-26.8%) Shares 13,231 (-27.7%) Est. Cost $236.61 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $7,227 (-15.4%) Shares 109,499 (-16.4%) Est. Cost $70.37 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $70,302 (-1.8%) Shares 376,954 (-1.8%) Est. Cost $96.63 Unrealized +92.6%
PSLV SPROTT ASSET MANAGEMENT LP 0.3%
Value ($000) $7,610 (+20.1%) Shares 321,774 (-20.3%) Est. Cost $11.40 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $610 (-67.6%) Shares 127,037 (-64.2%) Est. Cost $6.97 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $298 (-81.0%) Shares 5,634 (-80.9%) Est. Cost $52.48 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,958 (-38.0%) Shares 27,927 (-32.3%) Est. Cost $41.04 Unrealized +77.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $3,835 (-23.4%) Shares 18,107 (-24.6%) Est. Cost $193.56 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $294 (-79.7%) Shares 1,296 (-75.6%) Est. Cost $210.39 Unrealized +11.5%
ARKK ARK ETF TR 0.0%
Value ($000) $799 (-58.7%) Shares 10,392 (-53.6%) Est. Cost $82.69 Unrealized
FLRT PACER FDS TR 0.1%
Value ($000) $1,905 (-37.3%) Shares 40,415 (-37.0%) Est. Cost $47.42 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $4,358 (-20.2%) Shares 12,664 (-6.0%) Est. Cost $288.97 Unrealized +26.2%
BA BOEING CO 0.1%
Value ($000) $1,405 (-43.7%) Shares 6,471 (-44.0%) Est. Cost $210.25 Unrealized -2.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $433 (-69.7%) Shares 10,529 (-65.1%) Est. Cost $48.15 Unrealized -13.7%
MTUM ISHARES TR 0.0%
Value ($000) $1,075 (-47.9%) Shares 4,294 (-46.7%) Est. Cost $214.77 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.3%
Value ($000) $8,992 (-9.1%) Shares 73,853 (-10.0%) Est. Cost $106.84 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $591 (-60.2%) Shares 2,648 (-46.9%) Est. Cost $224.60 Unrealized +18.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,969 (-30.7%) Shares 17,308 (-30.2%) Est. Cost $115.08 Unrealized -4.8%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $319 (-73.1%) Shares 1,485 (-68.2%) Est. Cost $260.84 Unrealized -13.8%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $2,675 (-24.5%) Shares 18,250 (-7.9%) Est. Cost $94.68 Unrealized
AMLP Alerian MLP ETF 0.1%
Value ($000) $2,776 (-23.6%) Shares 59,039 (-23.8%) Est. Cost $49.79 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $505 (-61.0%) Shares 2,382 (-57.8%) Est. Cost $152.70 Unrealized +40.5%
SLQD ISHARES TR 0.1%
Value ($000) $3,264 (-18.8%) Shares 64,378 (-18.5%) Est. Cost $50.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $5,433 (-11.9%) Shares 68,142 (-11.7%) Est. Cost $79.00 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $666 (-51.6%) Shares 9,737 (-36.4%) Est. Cost $59.38 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.1%
Value ($000) $1,641 (-30.0%) Shares 78,786 (-29.8%) Est. Cost $20.76 Unrealized
MHO M/I HOMES INC 0.0%
Value ($000) $714 (-49.5%) Shares 5,577 (-43.0%) Est. Cost $98.99 Unrealized +33.5%
PSQH PSQ HOLDINGS INC 0.0%
Value ($000) $602 (-53.7%) Shares 584,925 (-14.1%) Est. Cost $3.39 Unrealized -51.2%
USHY ISHARES TR 0.0%
Value ($000) $1,382 (-33.4%) Shares 36,945 (-32.7%) Est. Cost $37.51 Unrealized
ASTS AST SPACEMOBILE INC 0.1%
Value ($000) $2,769 (+32.9%) Shares 38,129 (-10.2%) Est. Cost $26.14 Unrealized +173.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $937 (-42.1%) Shares 12,344 (-30.3%) Est. Cost $30.51 Unrealized +168.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $645 (-50.9%) Shares 8,464 (-35.7%) Est. Cost $67.30 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $2,149 (-23.6%) Shares 13,319 (-7.2%) Est. Cost $46.28 Unrealized +293.1%
FLOT ISHARES TR 0.1%
Value ($000) $1,572 (-29.4%) Shares 30,911 (-29.1%) Est. Cost $50.96 Unrealized
KFS KINGSWAY FINL SVCS INC 0.2%
Value ($000) $4,794 (-11.9%) Shares 356,411 (-4.3%) Est. Cost $7.87 Unrealized +74.2%
CRWV COREWEAVE INC 0.0%
Value ($000) $532 (-54.9%) Shares 7,430 (-13.8%) Est. Cost $111.83 Unrealized -9.3%
T AT&T INC 0.1%
Value ($000) $3,454 (-15.5%) Shares 139,057 (-3.9%) Est. Cost $17.61 Unrealized +43.6%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,037 (-13.5%) Shares 16,398 (-15.0%) Est. Cost $207.89 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $1,124 (-34.8%) Shares 5,661 (-36.1%) Est. Cost $175.83 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $1,920 (-23.7%) Shares 18,905 (-58.9%) Est. Cost $60.49 Unrealized +32.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,165 (-33.4%) Shares 6,279 (-27.6%) Est. Cost $177.85 Unrealized +4.8%
UTES ETFIS SER TR I 0.0%
Value ($000) $811 (-41.5%) Shares 10,275 (-38.2%) Est. Cost $69.22 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $3,104 (-15.4%) Shares 14,996 (-24.2%) Est. Cost $151.31 Unrealized +30.2%
CTVA CORTEVA INC 0.0%
Value ($000) $260 (-68.3%) Shares 3,882 (-68.0%) Est. Cost $54.46 Unrealized +18.5%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $254 (-68.8%) Shares 4,656 (-65.4%) Est. Cost $43.91 Unrealized +24.7%
BX BLACKSTONE INC 0.0%
Value ($000) $1,046 (-34.6%) Shares 6,788 (-27.5%) Est. Cost $131.84 Unrealized +14.9%
MSTR STRATEGY INC 0.0%
Value ($000) $392 (-58.0%) Shares 2,580 (-10.9%) Est. Cost $325.94 Unrealized -29.4%
ABT ABBOTT LABS 0.1%
Value ($000) $3,268 (-14.1%) Shares 26,087 (-8.2%) Est. Cost $79.98 Unrealized +59.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $778 (-40.4%) Shares 3,025 (-32.0%) Est. Cost $209.42 Unrealized +26.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,320 (-27.8%) Shares 4,549 (-30.5%) Est. Cost $164.04 Unrealized +71.1%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $240 (-67.9%) Shares 5,950 (-66.5%) Est. Cost $43.29 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1,443 (-25.8%) Shares 25,594 (-20.0%) Est. Cost $52.57 Unrealized +9.1%
IWF ISHARES TR 0.1%
Value ($000) $3,909 (-11.2%) Shares 8,258 (-12.1%) Est. Cost $315.57 Unrealized
HOOD Robinhood Markets, Inc. Class A Common Stock 0.1%
Value ($000) $1,551 (-23.6%) Shares 13,711 (-3.3%) Est. Cost $55.96 Unrealized +132.4%
RSEE COLLABORATIVE INVESTMNT SER 1.1%
Value ($000) $30,587 (+1.6%) Shares 893,089 (-1.9%) Est. Cost $25.77 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $233 (-67.1%) Shares 1,465 (-66.6%) Est. Cost $76.16 Unrealized +117.1%
UNP UNION PAC CORP 0.1%
Value ($000) $1,981 (-18.9%) Shares 8,564 (-17.1%) Est. Cost $202.39 Unrealized +12.3%
VEU Vanguard FTSE All World Ex US ETF 0.1%
Value ($000) $2,347 (-16.3%) Shares 31,904 (-18.8%) Est. Cost $63.47 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $4,470 (-9.1%) Shares 29,327 (-7.3%) Est. Cost $131.30 Unrealized +15.3%
SLB SLB LIMITED 0.0%
Value ($000) $730 (-37.8%) Shares 19,014 (-44.3%) Est. Cost $39.20 Unrealized -8.0%
IREN IREN LIMITED 0.0%
Value ($000) $774 (-36.3%) Shares 20,490 (-20.9%) Est. Cost $9.11 Unrealized +466.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $3,820 (-10.3%) Shares 20,000 (-12.4%) Est. Cost $166.30 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,545 (-10.6%) Shares 15,398 (-10.8%) Est. Cost $176.43 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $2,167 (-15.7%) Shares 42,409 (-15.4%) Est. Cost $50.85 Unrealized
WMT WALMART INC 0.2%
Value ($000) $6,299 (+6.8%) Shares 56,537 (-1.2%) Est. Cost $67.70 Unrealized +58.3%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $1,100 (-26.0%) Shares 4,560 (-27.9%) Est. Cost $234.99 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $973 (-28.4%) Shares 32,369 (-29.4%) Est. Cost $28.78 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,955 (-16.4%) Shares 10,019 (-9.8%) Est. Cost $181.95 Unrealized +7.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $468 (-43.9%) Shares 4,903 (-42.6%) Est. Cost $96.13 Unrealized +2.0%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $702 (-34.3%) Shares 20,377 (-34.1%) Est. Cost $33.01 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $1,440 (-20.2%) Shares 20,720 (-21.2%) Est. Cost $68.67 Unrealized
DUOL DUOLINGO INC 0.0%
Value ($000) $405 (-47.1%) Shares 2,306 (-3.0%) Est. Cost $384.33 Unrealized -38.7%
BWZ SPDR SERIES TRUST 0.0%
Value ($000) $732 (-32.9%) Shares 26,722 (-31.9%) Est. Cost $28.00 Unrealized
RCL Royal Caribbean Cruises Ltd. Common Stock 0.0%
Value ($000) $235 (-59.5%) Shares 844 (-53.1%) Est. Cost $228.41 Unrealized +23.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $589 (-36.6%) Shares 727 (-25.4%) Est. Cost $818.15 Unrealized +6.0%
JCPB JPMorgan Core Plus Bond ETF 0.1%
Value ($000) $1,514 (-18.2%) Shares 31,974 (-17.9%) Est. Cost $47.08 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $527 (-39.0%) Shares 3,856 (-35.0%) Est. Cost $88.75 Unrealized +50.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $254 (-57.0%) Shares 461 (-57.6%) Est. Cost $450.15 Unrealized +23.9%
INTC INTEL CORP 0.0%
Value ($000) $1,115 (-23.2%) Shares 30,225 (-30.1%) Est. Cost $27.75 Unrealized +36.1%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $357 (-47.9%) Shares 4,007 (-47.2%) Est. Cost $90.51 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $4,593 (-6.6%) Shares 9,799 (-2.3%) Est. Cost $277.13 Unrealized +83.7%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $95 (-77.0%) Shares 10,057 (-72.3%) Est. Cost $17.71 Unrealized -42.9%
SHLD GLOBAL X FDS 0.1%
Value ($000) $3,179 (-8.9%) Shares 49,068 (-1.2%) Est. Cost $58.41 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $1,038 (+42.3%) Shares 15,090 (-11.1%) Est. Cost $42.98 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value ($000) $692 (-30.5%) Shares 11,408 (-32.0%) Est. Cost $57.23 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $6,812 (-4.2%) Shares 76,144 (-6.5%) Est. Cost $78.78 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $208 (-58.8%) Shares 2,896 (-35.9%) Est. Cost $78.30 Unrealized +42.4%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $2,367 (-11.1%) Shares 29,358 (-10.5%) Est. Cost $79.19 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $2,690 (+12.3%) Shares 15,717 (-12.2%) Est. Cost $78.11 Unrealized +98.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,150 (-20.1%) Shares 2,585 (-21.8%) Est. Cost $345.68 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,432 (-10.5%) Shares 12,694 (-11.4%) Est. Cost $155.25 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $591 (-32.5%) Shares 11,736 (-32.2%) Est. Cost $50.13 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,106 (-20.2%) Shares 14,937 (-19.9%) Est. Cost $73.83 Unrealized
RMD RESMED INC 0.0%
Value ($000) $482 (-36.0%) Shares 2,000 (-27.2%) Est. Cost $272.23 Unrealized -6.2%
URA GLOBAL X FDS 0.0%
Value ($000) $981 (-21.6%) Shares 22,959 (-12.5%) Est. Cost $28.36 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $1,416 (-16.0%) Shares 21,975 (-44.7%) Est. Cost $32.47 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,455 (-15.6%) Shares 9,087 (-18.2%) Est. Cost $115.44 Unrealized +41.4%
EOG EOG RES INC 0.0%
Value ($000) $358 (-42.6%) Shares 3,405 (-38.7%) Est. Cost $113.44 Unrealized -5.5%
SO SOUTHERN CO 0.0%
Value ($000) $810 (-24.7%) Shares 9,286 (-18.1%) Est. Cost $69.20 Unrealized +31.4%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $916 (-22.4%) Shares 6,647 (-24.9%) Est. Cost $98.35 Unrealized +33.8%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $252 (-51.1%) Shares 2,584 (-35.6%) Est. Cost $113.66 Unrealized +3.8%
C CITIGROUP INC 0.1%
Value ($000) $2,151 (-10.9%) Shares 18,430 (-22.5%) Est. Cost $48.20 Unrealized +115.0%
ICOW PACER FDS TR 0.1%
Value ($000) $2,768 (-8.5%) Shares 71,568 (-13.8%) Est. Cost $36.42 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $2,244 (-10.1%) Shares 3,331 (-4.1%) Est. Cost $130.07 Unrealized +384.4%
EME EMCOR GROUP INC 0.0%
Value ($000) $516 (-32.5%) Shares 844 (-28.3%) Est. Cost $490.65 Unrealized +32.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $290 (-45.6%) Shares 2,145 (-50.2%) Est. Cost $92.01 Unrealized +45.1%
SCZ ISHARES TR 0.0%
Value ($000) $334 (-42.0%) Shares 4,312 (-42.6%) Est. Cost $69.56 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,895 (+14.3%) Shares 4,180 (-1.3%) Est. Cost $422.25 Unrealized +2.1%
SPGM SPDR INDEX SHS FDS 0.3%
Value ($000) $8,382 (-2.7%) Shares 109,267 (-5.0%) Est. Cost $59.07 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $231 (-50.4%) Shares 4,663 (-49.2%) Est. Cost $50.20 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $2,302 (-9.2%) Shares 42,814 (-8.5%) Est. Cost $45.75 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $223 (-51.0%) Shares 3,120 (-49.6%) Est. Cost $74.72 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $3,683 (-5.8%) Shares 70,275 (-6.1%) Est. Cost $51.60 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $1,477 (-13.3%) Shares 16,146 (-20.5%) Est. Cost $46.98 Unrealized +91.4%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $359 (-38.2%) Shares 20,247 (-30.9%) Est. Cost $19.04 Unrealized
AGG iShares Core U.S. Aggregate Bond ETF 0.2%
Value ($000) $5,716 (-3.7%) Shares 57,224 (-3.4%) Est. Cost $99.75 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,475 (+17.2%) Shares 14,007 (-6.5%) Est. Cost $77.76 Unrealized +19.9%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $1,724 (-11.0%) Shares 16,156 (-12.9%) Est. Cost $73.89 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $891 (-19.1%) Shares 21,884 (-21.2%) Est. Cost $29.23 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $1,467 (-12.0%) Shares 7,442 (-4.2%) Est. Cost $134.40 Unrealized +57.4%
GLXY GALAXY DIGITAL INC. 0.0%
Value ($000) $265 (-42.6%) Shares 11,847 (-13.2%) Est. Cost $20.73 Unrealized +49.5%
HSY HERSHEY CO 0.0%
Value ($000) $996 (-16.1%) Shares 5,475 (-13.8%) Est. Cost $180.45 Unrealized +0.9%
NLR VANECK ETF TRUST 0.1%
Value ($000) $1,506 (-11.2%) Shares 12,129 (-3.0%) Est. Cost $73.27 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $1,419 (-11.8%) Shares 22,054 (-7.4%) Est. Cost $66.22 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $2,036 (-8.5%) Shares 40,260 (-8.2%) Est. Cost $50.66 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $720 (-20.6%) Shares 19,654 (-24.0%) Est. Cost $36.79 Unrealized -5.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $361 (-34.0%) Shares 6,713 (-23.4%) Est. Cost $57.94 Unrealized -1.5%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $351 (-34.6%) Shares 5,779 (-32.5%) Est. Cost $65.79 Unrealized
COF Capital One Financial Corporation Common Stock 0.0%
Value ($000) $1,004 (-15.4%) Shares 4,142 (-25.8%) Est. Cost $191.44 Unrealized +16.1%
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $652 (-21.8%) Shares 29,883 (-22.1%) Est. Cost $21.49 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $206 (-46.4%) Shares 2,745 (-47.6%) Est. Cost $66.34 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $4,122 (-4.0%) Shares 24,100 (-6.6%) Est. Cost $142.32 Unrealized +20.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $957 (-15.1%) Shares 16,390 (-2.4%) Est. Cost $72.16 Unrealized -10.1%
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $782 (-17.8%) Shares 16,925 (-17.0%) Est. Cost $46.63 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $1,630 (-9.2%) Shares 117,742 (-7.3%) Est. Cost $13.04 Unrealized
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $1,234 (-11.7%) Shares 11,379 (-11.8%) Est. Cost $108.37 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $1,984 (-7.5%) Shares 39,478 (-7.6%) Est. Cost $50.18 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $1,791 (+9.5%) Shares 39,110 (-12.3%) Est. Cost $28.10 Unrealized
ECOW PACER FDS TR 0.1%
Value ($000) $1,672 (-8.0%) Shares 68,508 (-7.8%) Est. Cost $23.80 Unrealized
IBMO ISHARES TR 0.1%
Value ($000) $1,617 (-8.1%) Shares 63,079 (-8.0%) Est. Cost $25.63 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,794 (-4.9%) Shares 55,224 (-4.6%) Est. Cost $50.70 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $1,735 (-7.5%) Shares 1,427 (-17.9%) Est. Cost $442.83 Unrealized +164.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $767 (-14.7%) Shares 37,900 (-14.0%) Est. Cost $17.50 Unrealized +13.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,711 (-4.6%) Shares 16,898 (-3.5%) Est. Cost $93.04 Unrealized +65.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,112 (-4.0%) Shares 40,398 (-14.7%) Est. Cost $51.95 Unrealized +42.0%
PEP PEPSICO INC 0.1%
Value ($000) $2,669 (-4.5%) Shares 18,595 (-6.6%) Est. Cost $130.10 Unrealized +12.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,408 (-8.2%) Shares 15,046 (-7.2%) Est. Cost $88.63 Unrealized +1.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,537 (-7.5%) Shares 2,694 (-1.1%) Est. Cost $426.02 Unrealized +35.9%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $432 (-22.2%) Shares 6,559 (-14.4%) Est. Cost $73.46 Unrealized -5.7%
IWB ISHARES TR 0.1%
Value ($000) $3,863 (-3.1%) Shares 10,345 (-5.1%) Est. Cost $320.26 Unrealized
CSX CSX CORP 0.0%
Value ($000) $215 (-36.1%) Shares 5,938 (-37.4%) Est. Cost $34.36 Unrealized +3.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $785 (-13.3%) Shares 3,447 (-6.0%) Est. Cost $176.29 Unrealized +20.4%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,665 (-6.7%) Shares 10,731 (-7.3%) Est. Cost $109.58 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $121 (-49.4%) Shares 12,100 (-45.2%) Est. Cost $10.86 Unrealized
COWG Pacer US Lrg Cap Cash Cows Growth Leaders ETF 0.0%
Value ($000) $1,241 (-8.7%) Shares 35,245 (-5.8%) Est. Cost $32.22 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $516 (-18.3%) Shares 9,398 (-10.0%) Est. Cost $45.92 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,110 (-9.1%) Shares 22,075 (-9.5%) Est. Cost $50.35 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $614 (-15.2%) Shares 2,338 (-11.6%) Est. Cost $168.05 Unrealized +58.1%
LEN LENNAR CORP 0.0%
Value ($000) $373 (-22.7%) Shares 3,624 (-5.3%) Est. Cost $111.75 Unrealized +8.0%
PLAB PHOTRONICS INC 0.0%
Value ($000) $971 (+12.4%) Shares 30,332 (-19.4%) Est. Cost $21.39 Unrealized +20.6%
ACMR ACM RESH INC 0.0%
Value ($000) $884 (-10.7%) Shares 22,396 (-11.4%) Est. Cost $29.69 Unrealized +25.5%
SHY iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $1,340 (-7.2%) Shares 16,184 (-7.1%) Est. Cost $83.04 Unrealized
SVXY PROSHARES TR II 0.0%
Value ($000) $224 (-31.5%) Shares 4,044 (-37.0%) Est. Cost $50.94 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $607 (-14.4%) Shares 6,718 (-16.9%) Est. Cost $75.79 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $505 (-16.5%) Shares 20,730 (-16.4%) Est. Cost $37.65 Unrealized
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $320 (-23.7%) Shares 6,796 (-25.7%) Est. Cost $35.17 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $980 (-9.2%) Shares 6,813 (-8.1%) Est. Cost $83.40 Unrealized +84.4%
NEM NEWMONT CORP 0.1%
Value ($000) $3,269 (-2.9%) Shares 32,742 (-18.0%) Est. Cost $53.56 Unrealized +68.4%
TPR TAPESTRY INC 0.0%
Value ($000) $1,066 (+10.1%) Shares 8,343 (-2.4%) Est. Cost $81.09 Unrealized +40.6%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $191 (-33.7%) Shares 10,617 (-28.7%) Est. Cost $17.44 Unrealized
SLVO UBS AG 0.1%
Value ($000) $1,563 (-5.7%) Shares 15,646 (-12.9%) Est. Cost $82.93 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $1,704 (-5.1%) Shares 16,643 (-4.2%) Est. Cost $100.68 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $567 (-13.9%) Shares 32,892 (-19.0%) Est. Cost $20.58 Unrealized -21.0%
SNA SNAP ON INC 0.0%
Value ($000) $406 (-18.3%) Shares 1,178 (-17.9%) Est. Cost $285.30 Unrealized +19.3%
EWG ISHARES INC 0.0%
Value ($000) $230 (-28.3%) Shares 5,421 (-29.8%) Est. Cost $38.53 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $700 (+14.7%) Shares 5,272 (-10.7%) Est. Cost $99.47 Unrealized +12.1%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $267 (-25.0%) Shares 2,440 (-2.9%) Est. Cost $132.81 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $375 (-19.0%) Shares 29,069 (-9.4%) Est. Cost $14.35 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $1,384 (-5.9%) Shares 10,109 (-2.2%) Est. Cost $113.73 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $838 (-9.4%) Shares 38,891 (-8.8%) Est. Cost $20.97 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $408 (+26.6%) Shares 20,694 (-5.7%) Est. Cost $15.45 Unrealized +2.7%
ASML ASML HOLDING N V 0.1%
Value ($000) $1,535 (+5.9%) Shares 1,435 (-4.2%) Est. Cost $900.92 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $894 (-8.0%) Shares 46,184 (-7.9%) Est. Cost $17.44 Unrealized +2.5%
WFC Wells Fargo & Company Common Stock 0.1%
Value ($000) $1,754 (+4.6%) Shares 18,816 (-6.0%) Est. Cost $59.57 Unrealized +45.4%
IMCG iShares MStar Mid Cap Growth ETF 0.0%
Value ($000) $808 (-8.7%) Shares 10,115 (-5.4%) Est. Cost $69.67 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $2,113 (-3.4%) Shares 7,974 (-13.6%) Est. Cost $251.28 Unrealized -1.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,045 (+7.7%) Shares 2,824 (-3.3%) Est. Cost $221.67 Unrealized +61.0%
MS MORGAN STANLEY 0.1%
Value ($000) $3,099 (+2.5%) Shares 17,455 (-8.2%) Est. Cost $134.95 Unrealized +23.4%
MTN VAIL RESORTS INC 0.0%
Value ($000) $236 (-23.6%) Shares 1,777 (-14.0%) Est. Cost $155.21 Unrealized -5.2%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $241 (-23.2%) Shares 10,383 (-23.6%) Est. Cost $23.04 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $969 (-6.8%) Shares 12,207 (-1.3%) Est. Cost $79.93 Unrealized +3.8%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $894 (-6.9%) Shares 8,626 (-9.0%) Est. Cost $147.52 Unrealized -36.5%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $997 (-6.1%) Shares 25,913 (-6.7%) Est. Cost $35.88 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $236 (-21.2%) Shares 1,873 (-8.4%) Est. Cost $163.47 Unrealized -20.3%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $578 (-9.8%) Shares 16,884 (-12.0%) Est. Cost $28.00 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $855 (-6.7%) Shares 11,338 (-6.5%) Est. Cost $75.45 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $369 (-14.0%) Shares 7,910 (-12.1%) Est. Cost $43.63 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $545 (-10.0%) Shares 1,550 (-5.3%) Est. Cost $255.14 Unrealized +42.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $805 (-6.9%) Shares 8,105 (-5.8%) Est. Cost $86.21 Unrealized +14.6%
LII LENNOX INTL INC 0.0%
Value ($000) $550 (-9.7%) Shares 1,133 (-1.6%) Est. Cost $377.42 Unrealized +32.4%
CTAS CINTAS CORP 0.0%
Value ($000) $453 (-11.3%) Shares 2,407 (-3.2%) Est. Cost $193.20 Unrealized -2.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $254 (-18.3%) Shares 2,124 (-25.0%) Est. Cost $69.49 Unrealized +65.2%
CB CHUBB LIMITED 0.0%
Value ($000) $372 (-13.0%) Shares 1,191 (-21.3%) Est. Cost $197.19 Unrealized +48.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $544 (-9.2%) Shares 2,614 (-6.3%) Est. Cost $138.41 Unrealized +47.4%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $331 (-14.2%) Shares 2,819 (-18.3%) Est. Cost $72.89 Unrealized +46.9%
PAMC PACER FDS TR 0.0%
Value ($000) $497 (-9.6%) Shares 10,667 (-8.8%) Est. Cost $42.39 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $3,117 (+1.7%) Shares 48,402 (-1.9%) Est. Cost $55.72 Unrealized
ORLY O'Reilly Automotive, Inc. - Common Stock 0.0%
Value ($000) $200 (-20.4%) Shares 2,195 (-5.9%) Est. Cost $89.70 Unrealized +8.9%
HUSV FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,045 (-4.7%) Shares 27,020 (-1.8%) Est. Cost $35.51 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $874 (-5.5%) Shares 4,721 (-4.2%) Est. Cost $101.96 Unrealized +76.5%
INCY INCYTE CORP 0.0%
Value ($000) $316 (-13.7%) Shares 3,200 (-25.9%) Est. Cost $67.46 Unrealized +43.4%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $1,634 (-3.0%) Shares 62,411 (-2.1%) Est. Cost $11.95 Unrealized +133.1%
EEMA ISHARES INC 0.0%
Value ($000) $630 (-7.1%) Shares 6,703 (-9.3%) Est. Cost $84.95 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $541 (-7.9%) Shares 3,082 (-11.9%) Est. Cost $127.89 Unrealized +30.6%
MUB ISHARES TR 0.1%
Value ($000) $4,122 (-1.1%) Shares 38,479 (-1.6%) Est. Cost $105.13 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $2,004 (-2.2%) Shares 16,898 (-3.7%) Est. Cost $90.33 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $252 (-14.1%) Shares 5,042 (-2.3%) Est. Cost $53.60 Unrealized +0.2%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $300 (-11.8%) Shares 56 (-11.1%) Est. Cost $2447.69 Unrealized +109.9%
IVW ISHARES TR 0.3%
Value ($000) $7,580 (+0.5%) Shares 61,496 (-1.5%) Est. Cost $83.62 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,629 (-2.3%) Shares 32,588 (-2.7%) Est. Cost $48.95 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $749 (-4.8%) Shares 4,637 (-5.8%) Est. Cost $44.81 Unrealized +245.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $250 (+16.7%) Shares 8,664 (-20.9%) Est. Cost $13.62 Unrealized +71.6%
BC BRUNSWICK CORP 0.0%
Value ($000) $333 (-9.6%) Shares 4,486 (-23.0%) Est. Cost $70.84 Unrealized -4.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $901 (+4.0%) Shares 21,907 (-9.8%) Est. Cost $52.86 Unrealized -29.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $406 (-7.5%) Shares 13,576 (-2.7%) Est. Cost $37.79 Unrealized -24.5%
UGI UGI CORP NEW 0.0%
Value ($000) $360 (+9.7%) Shares 9,612 (-2.5%) Est. Cost $24.50 Unrealized +44.5%
SNEX STONEX GROUP INC 0.0%
Value ($000) $399 (-7.4%) Shares 4,191 (-1.8%) Est. Cost $87.69 Unrealized +7.5%
CLDT CHATHAM LODGING TR 0.0%
Value ($000) $191 (-14.3%) Shares 28,069 (-15.5%) Est. Cost $12.92 Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $352 (-7.7%) Shares 9,829 (-7.4%) Est. Cost $34.30 Unrealized
DSTL ETF SER SOLUTIONS 0.0%
Value ($000) $271 (-9.6%) Shares 4,594 (-11.0%) Est. Cost $53.58 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $4,673 (-0.6%) Shares 48,657 (-3.3%) Est. Cost $79.18 Unrealized
BP BP PLC 0.0%
Value ($000) $321 (-7.9%) Shares 9,245 (-8.6%) Est. Cost $31.49 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $835 (+3.3%) Shares 9,276 (-2.8%) Est. Cost $66.47 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $497 (-5.1%) Shares 20,477 (-4.8%) Est. Cost $24.26 Unrealized
ITRN ITURAN LOCATION AND CONTROL 0.0%
Value ($000) $543 (+5.1%) Shares 12,633 (-12.7%) Est. Cost $37.78 Unrealized +3.8%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $304 (-7.8%) Shares 4,898 (-12.2%) Est. Cost $59.21 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $312 (-7.5%) Shares 5,841 (-6.9%) Est. Cost $46.75 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1,218 (+2.1%) Shares 4,663 (-13.8%) Est. Cost $191.94 Unrealized +31.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $342 (-6.8%) Shares 1,273 (-14.4%) Est. Cost $336.60 Unrealized -24.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $214 (-9.7%) Shares 3,325 (-3.3%) Est. Cost $47.28 Unrealized +41.5%
JIRE JPMorgan Intl Research Enhanced Equity ETF 0.1%
Value ($000) $1,924 (-1.2%) Shares 25,694 (-2.9%) Est. Cost $59.95 Unrealized
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $60 (-27.2%) Shares 11,918 (-6.8%) Est. Cost $12.17 Unrealized -53.5%
STXE EA SERIES TRUST 0.0%
Value ($000) $402 (+5.8%) Shares 11,191 (-3.1%) Est. Cost $28.17 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $213 (-9.3%) Shares 4,125 (-2.4%) Est. Cost $42.35 Unrealized +30.3%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $264 (-7.2%) Shares 1,298 (-9.7%) Est. Cost $157.69 Unrealized +22.3%
INMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $251 (-7.5%) Shares 10,430 (-7.9%) Est. Cost $24.08 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $41 (-32.2%) Shares 12,244 (-1.3%) Est. Cost $1.54 Unrealized +204.9%
NTR NUTRIEN LTD 0.0%
Value ($000) $259 (-7.0%) Shares 4,193 (-11.5%) Est. Cost $50.14 Unrealized +17.4%
EUFN ISHARES TR 0.0%
Value ($000) $342 (-5.3%) Shares 9,216 (-12.4%) Est. Cost $28.64 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $1,031 (-1.8%) Shares 16,948 (-4.4%) Est. Cost $59.20 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $936 (-1.8%) Shares 4,361 (-4.3%) Est. Cost $143.51 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,020 (+1.7%) Shares 4,887 (-2.1%) Est. Cost $140.17 Unrealized +37.5%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $237 (+7.7%) Shares 5,223 (-2.4%) Est. Cost $37.46 Unrealized +20.2%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $335 (-4.7%) Shares 1,602 (-4.6%) Est. Cost $144.03 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $393 (-4.0%) Shares 1,156 (-4.9%) Est. Cost $233.93 Unrealized +37.2%
MAGS LISTED FDS TR 0.1%
Value ($000) $2,102 (-0.8%) Shares 31,866 (-2.4%) Est. Cost $42.42 Unrealized
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $192 (-7.8%) Shares 13,175 (-4.4%) Est. Cost $15.94 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $342 (+4.9%) Shares 12,982 (-5.7%) Est. Cost $23.10 Unrealized +8.7%
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $626 (-2.3%) Shares 13,699 (-2.3%) Est. Cost $45.68 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,579 (+0.9%) Shares 49,263 (-1.6%) Est. Cost $26.38 Unrealized
ACIO ETF SER SOLUTIONS 0.0%
Value ($000) $455 (-3.0%) Shares 10,417 (-3.6%) Est. Cost $30.54 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $950 (+1.5%) Shares 11,132 (-9.1%) Est. Cost $58.62 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $364 (-3.6%) Shares 1,286 (-27.3%) Est. Cost $200.25 Unrealized +23.3%
BALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $5,672 (+0.2%) Shares 169,257 (-1.8%) Est. Cost $32.82 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $497 (+2.7%) Shares 4,392 (-1.1%) Est. Cost $81.42 Unrealized
SAVA CASSAVA SCIENCES INC 0.0%
Value ($000) $24 (-33.6%) Shares 12,259 (-2.4%) Est. Cost $2.30 Unrealized +39.2%
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $387 (-2.9%) Shares 10,025 (-4.7%) Est. Cost $37.86 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $201 (-5.1%) Shares 2,571 (-1.1%) Est. Cost $81.58 Unrealized -2.3%
EQIX EQUINIX INC 0.0%
Value ($000) $236 (-4.3%) Shares 308 (-2.2%) Est. Cost $835.92 Unrealized -6.5%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $789 (+1.3%) Shares 4,833 (-1.9%) Est. Cost $108.76 Unrealized +48.2%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $121 (-7.8%) Shares 14,901 (-6.8%) Est. Cost $6.85 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $449 (-2.1%) Shares 934 (-5.6%) Est. Cost $420.91 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $295 (-3.2%) Shares 14,849 (-3.4%) Est. Cost $20.29 Unrealized
NXT NEXTPOWER INC 0.0%
Value ($000) $841 (+1.2%) Shares 9,659 (-14.1%) Est. Cost $64.43 Unrealized +40.7%
IWS ISHARES TR 0.0%
Value ($000) $947 (-1.0%) Shares 6,713 (-1.9%) Est. Cost $127.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,738 (-0.3%) Shares 9,241 (-5.1%) Est. Cost $166.36 Unrealized +79.6%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $1,518 (+0.6%) Shares 9,368 (-6.3%) Est. Cost $102.87 Unrealized +68.7%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $746 (-1.1%) Shares 13,167 (-7.3%) Est. Cost $32.00 Unrealized
CLDI CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $23 (-26.2%) Shares 19,971 (-4.1%) Est. Cost $4.25 Unrealized -65.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $322 (-2.5%) Shares 3,929 (-10.7%) Est. Cost $79.06 Unrealized -1.5%
MTZ MASTEC INC 0.0%
Value ($000) $512 (-1.5%) Shares 2,355 (-3.6%) Est. Cost $101.44 Unrealized +106.9%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $579 (-1.3%) Shares 12,715 (-1.3%) Est. Cost $35.88 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $410 (+1.6%) Shares 3,957 (-8.6%) Est. Cost $93.19 Unrealized
ISCF ISHARES TR 0.0%
Value ($000) $377 (-1.7%) Shares 9,089 (-2.5%) Est. Cost $33.91 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $841 (-0.8%) Shares 6,301 (-2.4%) Est. Cost $113.66 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $16,351 (+0.0%) Shares 48,768 (-2.1%) Est. Cost $249.77 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $219 (+1.9%) Shares 1,133 (-1.1%) Est. Cost $187.86 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $261 (+1.3%) Shares 3,289 (-3.8%) Est. Cost $63.23 Unrealized +24.4%
ITOT ISHARES TR 0.0%
Value ($000) $647 (+0.5%) Shares 4,350 (-1.6%) Est. Cost $91.68 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $264 (-1.0%) Shares 21,942 (-3.7%) Est. Cost $11.91 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $507 (-0.5%) Shares 5,986 (-1.9%) Est. Cost $77.05 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $230 (-1.0%) Shares 3,134 (-3.6%) Est. Cost $67.01 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $402 (+0.4%) Shares 1,601 (-1.9%) Est. Cost $201.56 Unrealized +23.4%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $768 (+0.2%) Shares 17,324 (-4.6%) Est. Cost $35.51 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $212 (-0.4%) Shares 655 (-1.4%) Est. Cost $320.04 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $240 (-0.3%) Shares 3,465 (-4.3%) Est. Cost $66.76 Unrealized +0.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,171 (-0.1%) Shares 19,746 (-3.0%) Est. Cost $55.22 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $357 (+0.2%) Shares 3,900 (-1.9%) Est. Cost $82.94 Unrealized

Unchanged Positions (142)

AMZN AMAZON COM INC 1.2%
Value ($000) $32,587 Shares 141,177 Est. Cost $144.80 Unrealized +58.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $6,755 Shares 7,685 Est. Cost $214.04 Unrealized +282.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $3,420 Shares 15,970 Est. Cost $111.89 Unrealized +100.7%
BMI BADGER METER INC 1.1%
Value ($000) $31,212 Shares 178,960 Est. Cost $95.28 Unrealized +88.7%
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $33,073 Shares 52,734 Est. Cost $431.61 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $7,289 Shares 8,452 Est. Cost $645.43 Unrealized +40.3%
GRBK GREEN BRICK PARTNERS INC 0.1%
Value ($000) $3,069 Shares 48,978 Est. Cost $47.21 Unrealized +39.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,100 Shares 53,759 Est. Cost $41.73 Unrealized +42.3%
GHTA COLLABORATIVE INVESTMNT SER 0.4%
Value ($000) $12,131 Shares 405,740 Est. Cost $24.73 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $2,215 Shares 7,492 Est. Cost $173.62 Unrealized +73.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $319 Shares 7,946 Est. Cost $27.41 Unrealized +36.4%
PG Procter & Gamble Company (The) Common Stock 0.1%
Value ($000) $3,710 Shares 25,890 Est. Cost $127.82 Unrealized +15.1%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $2,120 Shares 8,582 Est. Cost $170.23 Unrealized +47.8%
BLK BLACKROCK INC 0.1%
Value ($000) $2,341 Shares 2,186 Est. Cost $964.54 Unrealized +12.9%
AEE Ameren Corp Com 0.2%
Value ($000) $5,412 Shares 54,200 Est. Cost $67.66 Unrealized +50.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,223 Shares 607 Est. Cost $1239.53 Unrealized +69.5%
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $452 Shares 21,266 Est. Cost $15.23 Unrealized
EFV iShares MSCI EAFE Value ETF 0.1%
Value ($000) $2,893 Shares 40,514 Est. Cost $63.71 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $5,589 Shares 98,389 Est. Cost $51.95 Unrealized
V VISA INC 0.3%
Value ($000) $7,608 Shares 21,691 Est. Cost $256.61 Unrealized +32.6%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2,119 Shares 4,054 Est. Cost $273.20 Unrealized +80.9%
ABBV ABBVIE INC 0.3%
Value ($000) $8,119 Shares 35,535 Est. Cost $107.03 Unrealized +112.6%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1,168 Shares 1,251 Est. Cost $437.38 Unrealized +111.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,987 Shares 27,810 Est. Cost $55.77 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $619 Shares 2,143 Est. Cost $254.43 Unrealized +2.8%
KLRS KALARIS THERAPEUTICS INC 0.0%
Value ($000) $338 Shares 40,000 Est. Cost $3.31 Unrealized +93.4%
PPH VANECK ETF TRUST 0.0%
Value ($000) $835 Shares 8,093 Est. Cost $90.90 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $2,157 Shares 34,529 Est. Cost $48.62 Unrealized
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $296 Shares 14,050 Est. Cost $8.26 Unrealized +124.2%
XCEM COLUMBIA ETF TR II 0.1%
Value ($000) $1,731 Shares 45,126 Est. Cost $34.18 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $688 Shares 10,602 Est. Cost $56.85 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $784 Shares 2,725 Est. Cost $217.86 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $82 Shares 37,694 Est. Cost $5.09 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $621 Shares 7,875 Est. Cost $59.35 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $620 Shares 4,853 Est. Cost $104.02 Unrealized +19.1%
PULS PGIM ETF TR 0.1%
Value ($000) $3,981 Shares 80,278 Est. Cost $49.70 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $540 Shares 38,454 Est. Cost $14.18 Unrealized -5.3%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $908 Shares 15,030 Est. Cost $41.85 Unrealized +40.9%
CSTM CONSTELLIUM SE 0.0%
Value ($000) $225 Shares 11,920 Est. Cost $16.47 Unrealized +0.8%
TGT TARGET CORP 0.0%
Value ($000) $547 Shares 5,595 Est. Cost $134.83 Unrealized -32.0%
NXTG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,050 Shares 9,744 Est. Cost $78.77 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $287 Shares 14,831 Est. Cost $34.42 Unrealized -39.6%
OGE OGE ENERGY CORP 0.0%
Value ($000) $439 Shares 10,269 Est. Cost $34.76 Unrealized +28.3%
STRV EA SERIES TRUST 0.0%
Value ($000) $1,305 Shares 29,606 Est. Cost $33.10 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $992 Shares 8,661 Est. Cost $99.70 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,727 Shares 33,294 Est. Cost $44.81 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $157 Shares 12,591 Est. Cost $9.56 Unrealized +12.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,357 Shares 10,431 Est. Cost $93.96 Unrealized
PNTG PENNANT GROUP INC 0.0%
Value ($000) $288 Shares 10,239 Est. Cost $26.55 Unrealized +0.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,465 Shares 4,654 Est. Cost $259.35 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $658 Shares 17,162 Est. Cost $45.29 Unrealized -13.1%
GLW CORNING INC 0.0%
Value ($000) $534 Shares 6,099 Est. Cost $31.33 Unrealized +174.4%
MRNA MODERNA INC 0.0%
Value ($000) $242 Shares 8,215 Est. Cost $35.49 Unrealized -23.4%
BIL SPDR SERIES TRUST 0.7%
Value ($000) $19,151 Shares 209,579 Est. Cost $91.59 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $483 Shares 5,592 Est. Cost $70.90 Unrealized +27.9%
EMHY ISHARES INC 0.0%
Value ($000) $1,189 Shares 29,456 Est. Cost $37.57 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $680 Shares 14,594 Est. Cost $39.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $698 Shares 2,378 Est. Cost $210.66 Unrealized +36.9%
CUBE CUBESMART 0.0%
Value ($000) $212 Shares 5,876 Est. Cost $45.49 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,307 Shares 18,795 Est. Cost $74.64 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $720 Shares 8,605 Est. Cost $64.70 Unrealized +23.1%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $8,215 Shares 10,898 Est. Cost $447.42 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $390 Shares 6,547 Est. Cost $43.92 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $376 Shares 3,917 Est. Cost $65.74 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,024 Shares 10,419 Est. Cost $68.21 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $821 Shares 11,074 Est. Cost $58.85 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $326 Shares 8,848 Est. Cost $25.88 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $1,170 Shares 33,774 Est. Cost $21.60 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,370 Shares 9,705 Est. Cost $114.58 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $290 Shares 16,616 Est. Cost $23.90 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $243 Shares 10,200 Est. Cost $13.63 Unrealized +81.1%
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $600 Shares 8,113 Est. Cost $59.42 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $999 Shares 24,826 Est. Cost $23.42 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $333 Shares 6,277 Est. Cost $52.06 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $324 Shares 5,000 Est. Cost $56.47 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $236 Shares 8,412 Est. Cost $26.08 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $630 Shares 4,450 Est. Cost $111.27 Unrealized
RGCO RGC RES INC 0.0%
Value ($000) $322 Shares 15,116 Est. Cost $21.84 Unrealized -0.2%
STLA STELLANTIS N.V 0.0%
Value ($000) $109 Shares 10,010 Est. Cost $10.03 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $1,124 Shares 6,335 Est. Cost $163.12 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $529 Shares 4,158 Est. Cost $124.59 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $239 Shares 6,882 Est. Cost $41.42 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $219 Shares 1,078 Est. Cost $176.45 Unrealized +9.6%
NTSX WISDOMTREE TR 0.0%
Value ($000) $1,100 Shares 20,066 Est. Cost $39.87 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $236 Shares 5,035 Est. Cost $36.56 Unrealized +19.4%
INTU INTUIT 0.0%
Value ($000) $377 Shares 569 Est. Cost $547.27 Unrealized +20.7%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $435 Shares 3,896 Est. Cost $78.18 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $376 Shares 9,783 Est. Cost $34.82 Unrealized +6.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $2.58 Unrealized +50.6%
AFL AFLAC INC 0.0%
Value ($000) $543 Shares 4,925 Est. Cost $104.07 Unrealized +5.5%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $159 Shares 10,178 Est. Cost $14.64 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $429 Shares 7,211 Est. Cost $51.87 Unrealized
IAUX I-80 GOLD CORP 0.0%
Value ($000) $27 Shares 18,661 Est. Cost $0.73 Unrealized +56.1%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $33 Shares 11,778 Est. Cost $3.95 Unrealized -41.3%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,163 Shares 25,241 Est. Cost $40.57 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $651 Shares 14,631 Est. Cost $22.96 Unrealized
UDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $241 Shares 6,092 Est. Cost $34.56 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $225 Shares 2,675 Est. Cost $76.54 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $210 Shares 5,904 Est. Cost $34.33 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $340 Shares 1,132 Est. Cost $148.67 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $423 Shares 1,833 Est. Cost $188.46 Unrealized
HERD PACER FDS TR 0.0%
Value ($000) $265 Shares 6,100 Est. Cost $37.87 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $324 Shares 27,884 Est. Cost $11.48 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $814 Shares 14,362 Est. Cost $45.67 Unrealized
RTAI COLLABORATIVE INVESTMNT SER 0.0%
Value ($000) $799 Shares 37,633 Est. Cost $19.91 Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $255 Shares 3,182 Est. Cost $64.97 Unrealized +23.3%
IJJ ISHARES TR 0.0%
Value ($000) $427 Shares 3,245 Est. Cost $116.08 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $675 Shares 37,056 Est. Cost $18.09 Unrealized
GUGGENHEIM TAXABLE MUNICP BO 0.0%
Value ($000) $154 Shares 10,314 Est. Cost $15.05 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $444 Shares 1,735 Est. Cost $124.55 Unrealized +100.2%
IWR ISHARES TR 0.1%
Value ($000) $1,780 Shares 18,485 Est. Cost $82.87 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $242 Shares 1,444 Est. Cost $143.02 Unrealized +20.5%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $253 Shares 6,490 Est. Cost $34.10 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $469 Shares 10,734 Est. Cost $42.95 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $239 Shares 3,436 Est. Cost $60.08 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $223 Shares 5,162 Est. Cost $42.47 Unrealized
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $254 Shares 2,577 Est. Cost $83.62 Unrealized
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $134 Shares 12,433 Est. Cost $11.07 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $218 Shares 3,423 Est. Cost $61.29 Unrealized -0.9%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $13 Shares 11,379 Est. Cost $1.76 Unrealized -26.9%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $40 Shares 11,720 Est. Cost $2.95 Unrealized +19.8%
IEI ISHARES TR 0.0%
Value ($000) $403 Shares 3,374 Est. Cost $118.66 Unrealized
RTH VANECK ETF TRUST 0.0%
Value ($000) $966 Shares 3,871 Est. Cost $225.77 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $146 Shares 15,093 Est. Cost $6.41 Unrealized +43.7%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $192 Shares 11,737 Est. Cost $16.34 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $5,372 Shares 17,577 Est. Cost $225.05 Unrealized +35.6%
PZT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $236 Shares 10,569 Est. Cost $22.10 Unrealized
NEUBERGER MUN FD INC 0.0%
Value ($000) $105 Shares 10,370 Est. Cost $10.47 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $427 Shares 3,391 Est. Cost $98.57 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $242 Shares 5,141 Est. Cost $44.91 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $80 Shares 18,992 Est. Cost $5.51 Unrealized
RVNU DBX ETF TR 0.0%
Value ($000) $234 Shares 9,534 Est. Cost $24.63 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,510 Shares 2 Est. Cost $729330.75 Unrealized +2.3%
KHPI MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $216 Shares 8,400 Est. Cost $25.53 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $413 Shares 13,967 Est. Cost $19.91 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,054 Shares 45,119 Est. Cost $23.47 Unrealized
ATYR ATYR PHARMA INC 0.0%
Value ($000) $8 Shares 10,438 Est. Cost $4.53 Unrealized -81.9%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,208 Shares 48,152 Est. Cost $25.09 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $272 Shares 27,233 Est. Cost $10.01 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $241 Shares 4,436 Est. Cost $47.97 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $270 Shares 11,770 Est. Cost $22.64 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $499 Shares 10,300 Est. Cost $48.42 Unrealized