CreativeOne Wealth, LLC Diversified Active

CIK: 0001739728 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $4,124,559 (100.0% shares, 0.0% debt)

Holdings (1,170)

New Positions (133)

JBND J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,930 Shares 91,184 Est. Cost $54.07 Unrealized
SYSB ISHARES TR 0.1%
Value ($000) $4,194 Shares 46,721 Est. Cost $89.76 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $2,445 Shares 64,650 Est. Cost $37.82 Unrealized
BUZZ VANECK ETF TRUST 0.1%
Value ($000) $2,338 Shares 71,961 Est. Cost $32.49 Unrealized
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $2,014 Shares 70,741 Est. Cost $28.47 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1,889 Shares 60,534 Est. Cost $31.21 Unrealized
FRDM EA SERIES TRUST 0.0%
Value ($000) $1,703 Shares 33,218 Est. Cost $51.27 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $1,530 Shares 3,141 Est. Cost $465.69 Unrealized 0.0%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $1,383 Shares 53,549 Est. Cost $25.82 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $1,351 Shares 21,011 Est. Cost $66.89 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value ($000) $1,267 Shares 14,808 Est. Cost $86.40 Unrealized 0.0%
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,264 Shares 34,285 Est. Cost $36.86 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $1,260 Shares 55,679 Est. Cost $21.76 Unrealized 0.0%
CSM PROSHARES TR 0.0%
Value ($000) $1,196 Shares 15,008 Est. Cost $79.68 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $1,194 Shares 53,125 Est. Cost $22.47 Unrealized
RFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,190 Shares 41,803 Est. Cost $28.46 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $1,170 Shares 18,586 Est. Cost $70.65 Unrealized 0.0%
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,117 Shares 22,804 Est. Cost $48.98 Unrealized
DXUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,115 Shares 18,657 Est. Cost $59.78 Unrealized
KNRG SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,069 Shares 41,356 Est. Cost $25.85 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $990 Shares 5,445 Est. Cost $172.31 Unrealized 0.0%
APOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $924 Shares 35,277 Est. Cost $26.20 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $914 Shares 8,336 Est. Cost $109.66 Unrealized
IBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $880 Shares 30,105 Est. Cost $29.23 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $874 Shares 4,736 Est. Cost $149.58 Unrealized 0.0%
WTPI WISDOMTREE TR 0.0%
Value ($000) $869 Shares 26,328 Est. Cost $33.02 Unrealized
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $863 Shares 24,757 Est. Cost $34.86 Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $861 Shares 17,275 Est. Cost $49.86 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $799 Shares 18,358 Est. Cost $43.54 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $777 Shares 30,528 Est. Cost $25.45 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $768 Shares 15,633 Est. Cost $49.14 Unrealized
BITI PROSHARES TR 0.0%
Value ($000) $767 Shares 33,116 Est. Cost $23.17 Unrealized
QBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $752 Shares 25,657 Est. Cost $29.31 Unrealized
ALLSPRING GLOBAL DIVIDEND OP 0.0%
Value ($000) $714 Shares 122,546 Est. Cost $5.83 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $706 Shares 22,964 Est. Cost $30.73 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $695 Shares 1,655 Est. Cost $363.83 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $670 Shares 1,818 Est. Cost $256.82 Unrealized 0.0%
LQTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $663 Shares 32,964 Est. Cost $20.12 Unrealized
GGLL DIREXION SHS ETF TR 0.0%
Value ($000) $652 Shares 6,728 Est. Cost $96.88 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $647 Shares 5,533 Est. Cost $116.97 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $597 Shares 14,334 Est. Cost $41.65 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $551 Shares 14,120 Est. Cost $39.02 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $540 Shares 14,763 Est. Cost $36.58 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $535 Shares 4,388 Est. Cost $121.93 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $527 Shares 18,701 Est. Cost $25.98 Unrealized 0.0%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $510 Shares 2,113 Est. Cost $241.20 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $496 Shares 2,881 Est. Cost $151.55 Unrealized 0.0%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $482 Shares 2,520 Est. Cost $191.25 Unrealized
ZYME ZYMEWORKS INC 0.0%
Value ($000) $481 Shares 18,264 Est. Cost $21.81 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $427 Shares 3,255 Est. Cost $117.40 Unrealized 0.0%
KHPI MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $419 Shares 16,314 Est. Cost $25.66 Unrealized
INOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $418 Shares 12,109 Est. Cost $34.54 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $416 Shares 2,408 Est. Cost $187.42 Unrealized 0.0%
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $415 Shares 2,376 Est. Cost $174.58 Unrealized
ARMN ARIS MNG CORP 0.0%
Value ($000) $409 Shares 25,221 Est. Cost $12.29 Unrealized 0.0%
IBTI ISHARES TR 0.0%
Value ($000) $396 Shares 17,712 Est. Cost $22.37 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $389 Shares 9,795 Est. Cost $39.72 Unrealized
NNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $388 Shares 13,530 Est. Cost $28.70 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $352 Shares 7,738 Est. Cost $45.45 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $345 Shares 11,536 Est. Cost $29.87 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $331 Shares 4,321 Est. Cost $71.65 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $331 Shares 4,746 Est. Cost $57.32 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $329 Shares 18,183 Est. Cost $16.21 Unrealized 0.0%
QQQI NEOS ETF TRUST 0.0%
Value ($000) $314 Shares 5,838 Est. Cost $53.86 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $310 Shares 7,711 Est. Cost $40.23 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $307 Shares 11,731 Est. Cost $29.13 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $299 Shares 17,937 Est. Cost $13.89 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $296 Shares 3,732 Est. Cost $76.59 Unrealized 0.0%
ENVA ENOVA INTL INC 0.0%
Value ($000) $293 Shares 1,865 Est. Cost $130.16 Unrealized 0.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $291 Shares 1,417 Est. Cost $205.55 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $291 Shares 5,539 Est. Cost $52.53 Unrealized
IBBQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $286 Shares 10,072 Est. Cost $28.40 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $282 Shares 11,572 Est. Cost $24.37 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $271 Shares 3,755 Est. Cost $72.27 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.0%
Value ($000) $270 Shares 10,472 Est. Cost $25.74 Unrealized
VTEI VANGUARD MUN BD FDS 0.0%
Value ($000) $267 Shares 2,649 Est. Cost $100.83 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $265 Shares 1,660 Est. Cost $157.02 Unrealized 0.0%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $264 Shares 6,759 Est. Cost $39.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $262 Shares 4,560 Est. Cost $59.48 Unrealized 0.0%
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $262 Shares 2,706 Est. Cost $96.76 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $258 Shares 6,750 Est. Cost $38.22 Unrealized
SPLB SPDR SERIES TRUST 0.0%
Value ($000) $257 Shares 11,386 Est. Cost $22.58 Unrealized
COWS AMPLIFY ETF TR 0.0%
Value ($000) $257 Shares 7,725 Est. Cost $33.27 Unrealized
GAEM SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $254 Shares 9,533 Est. Cost $26.63 Unrealized
INSM INSMED INC 0.0%
Value ($000) $252 Shares 1,450 Est. Cost $182.48 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $250 Shares 3,101 Est. Cost $75.76 Unrealized 0.0%
IYT ISHARES TR 0.0%
Value ($000) $250 Shares 3,360 Est. Cost $74.51 Unrealized
XMVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $250 Shares 3,898 Est. Cost $64.16 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $244 Shares 1,718 Est. Cost $123.87 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $242 Shares 1,090 Est. Cost $198.37 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $233 Shares 6,153 Est. Cost $37.87 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $231 Shares 2,218 Est. Cost $106.73 Unrealized 0.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $229 Shares 2,562 Est. Cost $89.42 Unrealized
ALNT ALLIENT INC 0.0%
Value ($000) $226 Shares 4,209 Est. Cost $52.29 Unrealized 0.0%
ZNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $224 Shares 8,398 Est. Cost $26.67 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $222 Shares 4,234 Est. Cost $59.89 Unrealized 0.0%
JAJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $221 Shares 7,609 Est. Cost $29.06 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $219 Shares 1,608 Est. Cost $143.72 Unrealized 0.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $219 Shares 3,338 Est. Cost $65.48 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $218 Shares 1,871 Est. Cost $116.37 Unrealized
KEY KEYCORP 0.0%
Value ($000) $216 Shares 10,479 Est. Cost $18.49 Unrealized 0.0%
GOLY STRATEGY SHS 0.0%
Value ($000) $214 Shares 6,121 Est. Cost $34.95 Unrealized
ENS ENERSYS 0.0%
Value ($000) $213 Shares 1,452 Est. Cost $133.36 Unrealized 0.0%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $212 Shares 2,327 Est. Cost $90.96 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $210 Shares 2,438 Est. Cost $86.25 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $209 Shares 1,006 Est. Cost $207.58 Unrealized
SIXO AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $209 Shares 6,007 Est. Cost $34.73 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $208 Shares 2,037 Est. Cost $103.61 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $208 Shares 4,455 Est. Cost $46.58 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $207 Shares 1,715 Est. Cost $120.93 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $207 Shares 2,899 Est. Cost $63.81 Unrealized 0.0%
DOGG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $206 Shares 9,929 Est. Cost $20.78 Unrealized
DECZ ELEVATION SERIES TRUST 0.0%
Value ($000) $206 Shares 5,113 Est. Cost $40.26 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $206 Shares 3,118 Est. Cost $65.95 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $205 Shares 1,001 Est. Cost $204.85 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $205 Shares 4,570 Est. Cost $45.73 Unrealized 0.0%
DEM WISDOMTREE TR 0.0%
Value ($000) $204 Shares 4,377 Est. Cost $46.71 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $203 Shares 11,746 Est. Cost $17.32 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 7,855 Est. Cost $25.75 Unrealized
TJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $202 Shares 7,380 Est. Cost $27.33 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $202 Shares 1,095 Est. Cost $182.09 Unrealized 0.0%
NTRA NATERA INC 0.0%
Value ($000) $200 Shares 874 Est. Cost $208.59 Unrealized 0.0%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $200 Shares 9,710 Est. Cost $20.60 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $160 Shares 12,899 Est. Cost $12.38 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $156 Shares 15,975 Est. Cost $8.03 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $133 Shares 22,847 Est. Cost $7.30 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $126 Shares 11,000 Est. Cost $14.37 Unrealized 0.0%
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $106 Shares 29,000 Est. Cost $3.48 Unrealized 0.0%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $77 Shares 10,837 Est. Cost $9.62 Unrealized 0.0%
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $55 Shares 13,302 Est. Cost $3.79 Unrealized 0.0%
ALTO ALTO INGREDIENTS INC 0.0%
Value ($000) $46 Shares 16,103 Est. Cost $1.89 Unrealized 0.0%
ALT ALTIMMUNE INC 0.0%
Value ($000) $38 Shares 10,500 Est. Cost $4.36 Unrealized 0.0%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $22 Shares 26,500 Est. Cost $0.80 Unrealized 0.0%

Increased Positions (539)

IVE ISHARES TR 1.6%
Value ($000) $65,528 (+50.1%) Shares 308,993 (+46.2%) Est. Cost $150.00 Unrealized
QQQ INVESCO QQQ TR 2.0%
Value ($000) $83,276 (+25.9%) Shares 135,561 (+23.1%) Est. Cost $394.98 Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $51,169 (+40.2%) Shares 81,593 (+36.9%) Est. Cost $496.65 Unrealized
AVEM AMERICAN CENTY ETF TR 1.1%
Value ($000) $47,330 (+35.7%) Shares 614,517 (+32.3%) Est. Cost $59.53 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $42,692 (+31.0%) Shares 136,396 (+1.7%) Est. Cost $157.74 Unrealized +81.1%
IBTG ISHARES TR 0.2%
Value ($000) $10,258 (+755.8%) Shares 448,425 (+758.6%) Est. Cost $22.89 Unrealized
DYNF BLACKROCK ETF TRUST 1.7%
Value ($000) $68,421 (+14.2%) Shares 1,125,153 (+11.2%) Est. Cost $28.37 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $95,938 (+8.6%) Shares 352,895 (+1.7%) Est. Cost $196.42 Unrealized +36.6%
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $95,151 (+8.5%) Shares 498,199 (+5.9%) Est. Cost $108.14 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.4%
Value ($000) $98,503 (+7.9%) Shares 1,576,808 (+3.5%) Est. Cost $37.72 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.3%
Value ($000) $11,674 (+161.4%) Shares 154,762 (+162.0%) Est. Cost $75.49 Unrealized
BOND PIMCO ETF TR 1.7%
Value ($000) $71,860 (+9.1%) Shares 772,020 (+9.5%) Est. Cost $79.44 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $20,304 (+39.4%) Shares 170,165 (+41.4%) Est. Cost $102.64 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $11,146 (-29.5%) Shares 118,883 (+802.0%) Est. Cost $105.47 Unrealized +2.2%
BIL SPDR SERIES TRUST 0.2%
Value ($000) $7,696 (+139.1%) Shares 84,225 (+140.1%) Est. Cost $85.47 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $11,031 (+58.6%) Shares 218,088 (+59.1%) Est. Cost $26.23 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $6,384 (+161.1%) Shares 22,369 (+53.1%) Est. Cost $142.10 Unrealized +61.4%
VB VANGUARD INDEX FDS 0.7%
Value ($000) $30,130 (+13.6%) Shares 116,804 (+12.0%) Est. Cost $178.99 Unrealized
AUSF GLOBAL X FDS 0.1%
Value ($000) $4,171 (+380.3%) Shares 89,951 (+381.8%) Est. Cost $45.46 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $66,720 (-4.5%) Shares 137,960 (+2.3%) Est. Cost $358.96 Unrealized +39.5%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $58,296 (+5.6%) Shares 85,488 (+3.2%) Est. Cost $385.93 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,434 (+872.6%) Shares 62,634 (+838.2%) Est. Cost $54.31 Unrealized
OEF ISHARES TR 1.0%
Value ($000) $39,773 (+8.4%) Shares 115,966 (+5.2%) Est. Cost $297.82 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $7,591 (+67.5%) Shares 169,788 (+234.7%) Est. Cost $53.27 Unrealized
UDIV FRANKLIN TEMPLETON ETF TR 0.7%
Value ($000) $27,136 (+12.4%) Shares 510,565 (+10.8%) Est. Cost $38.79 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,364 (+640.8%) Shares 68,663 (+618.5%) Est. Cost $48.25 Unrealized
SBAR SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $7,017 (+70.2%) Shares 268,248 (+70.8%) Est. Cost $26.21 Unrealized
SECT NORTHERN LTS FD TR IV 1.1%
Value ($000) $44,510 (+6.8%) Shares 689,763 (+4.3%) Est. Cost $38.18 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,892 (+91.0%) Shares 23,297 (+86.6%) Est. Cost $189.44 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $3,487 (+409.8%) Shares 79,910 (+391.0%) Est. Cost $43.15 Unrealized
PYLD PIMCO ETF TR 0.4%
Value ($000) $14,914 (+20.2%) Shares 559,013 (+20.9%) Est. Cost $20.05 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $88,582 (+2.7%) Shares 474,970 (+2.8%) Est. Cost $118.01 Unrealized +57.7%
HYS PIMCO ETF TR 0.3%
Value ($000) $13,031 (+21.5%) Shares 137,429 (+22.6%) Est. Cost $87.34 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $3,034 (+222.7%) Shares 22,854 (+151.1%) Est. Cost $111.25 Unrealized +0.2%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $19,574 (+11.9%) Shares 58,381 (+9.5%) Est. Cost $198.48 Unrealized
GLDM WORLD GOLD TR 0.2%
Value ($000) $9,074 (+29.7%) Shares 106,292 (+16.2%) Est. Cost $52.58 Unrealized
IVW ISHARES TR 1.4%
Value ($000) $57,912 (+3.6%) Shares 469,836 (+1.4%) Est. Cost $27.07 Unrealized
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,810 (+225.5%) Shares 83,846 (+218.8%) Est. Cost $33.06 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,953 (+186.0%) Shares 58,362 (+186.8%) Est. Cost $47.99 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $7,582 (+33.7%) Shares 170,722 (+28.8%) Est. Cost $35.06 Unrealized
BSV VANGUARD BD INDEX FDS 0.8%
Value ($000) $33,467 (+5.7%) Shares 424,649 (+5.8%) Est. Cost $69.02 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $30,094 (+6.3%) Shares 559,789 (+7.1%) Est. Cost $34.11 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $2,361 (+290.4%) Shares 19,715 (+258.5%) Est. Cost $103.58 Unrealized +10.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $4,230 (+69.0%) Shares 15,766 (+55.3%) Est. Cost $280.25 Unrealized -9.3%
SMH VANECK ETF TRUST 0.3%
Value ($000) $13,677 (+14.4%) Shares 37,978 (+3.7%) Est. Cost $208.00 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $5,000 (+44.7%) Shares 36,998 (+32.5%) Est. Cost $88.32 Unrealized +51.2%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $13,483 (+12.3%) Shares 93,945 (+10.3%) Est. Cost $62.86 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.3%
Value ($000) $51,799 (+2.9%) Shares 1,071,991 (+5.4%) Est. Cost $44.17 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $3,632 (+67.9%) Shares 50,851 (+72.7%) Est. Cost $37.61 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $2,583 (+131.3%) Shares 30,113 (+106.1%) Est. Cost $56.84 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $27,852 (+5.3%) Shares 61,932 (+4.2%) Est. Cost $270.39 Unrealized +63.9%
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $2,277 (+160.1%) Shares 96,259 (+72.7%) Est. Cost $14.29 Unrealized
PMBS PIMCO ETF TR 0.1%
Value ($000) $4,469 (+45.4%) Shares 89,934 (+45.3%) Est. Cost $49.34 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $8,782 (+18.8%) Shares 331,009 (+16.0%) Est. Cost $25.74 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,480 (+117.1%) Shares 30,888 (+103.9%) Est. Cost $77.89 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $6,122 (+27.5%) Shares 24,872 (+25.3%) Est. Cost $125.62 Unrealized
VEGA ADVISORSHARES TR 1.7%
Value ($000) $68,748 (+1.9%) Shares 1,400,039 (+1.0%) Est. Cost $43.84 Unrealized
WMT WALMART INC 0.2%
Value ($000) $10,232 (+14.7%) Shares 91,844 (+6.1%) Est. Cost $66.42 Unrealized +61.4%
BAI BLACKROCK ETF TRUST 0.6%
Value ($000) $25,060 (+5.5%) Shares 752,544 (+8.3%) Est. Cost $31.66 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,466 (+31.2%) Shares 35,308 (+17.9%) Est. Cost $124.35 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $29,493 (-4.2%) Shares 44,681 (+6.6%) Est. Cost $522.32 Unrealized +27.8%
EFA ISHARES TR 0.2%
Value ($000) $8,922 (+16.7%) Shares 92,908 (+13.5%) Est. Cost $71.46 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,815 (+197.9%) Shares 31,229 (+194.8%) Est. Cost $52.69 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $6,989 (+20.7%) Shares 14,542 (+16.4%) Est. Cost $349.11 Unrealized
THRO BLACKROCK ETF TRUST 0.5%
Value ($000) $22,630 (+5.4%) Shares 586,877 (+3.5%) Est. Cost $35.66 Unrealized
XV SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $5,293 (+27.9%) Shares 208,639 (+34.1%) Est. Cost $26.31 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $5,616 (+25.1%) Shares 17,159 (+7.9%) Est. Cost $274.49 Unrealized +15.1%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $4,399 (+34.3%) Shares 59,388 (+34.8%) Est. Cost $66.84 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $17,939 (+6.6%) Shares 381,034 (+6.4%) Est. Cost $38.66 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $8,502 (+14.9%) Shares 168,094 (+15.4%) Est. Cost $44.50 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $4,160 (+35.6%) Shares 235,444 (+30.5%) Est. Cost $11.55 Unrealized
SHLD GLOBAL X FDS 0.3%
Value ($000) $12,573 (+9.3%) Shares 194,061 (+18.4%) Est. Cost $69.39 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $4,111 (+34.0%) Shares 155,307 (+36.4%) Est. Cost $21.18 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $3,761 (+38.3%) Shares 21,972 (+8.2%) Est. Cost $83.95 Unrealized +85.1%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $18,430 (+5.9%) Shares 208,267 (+9.4%) Est. Cost $61.57 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,487 (+66.3%) Shares 26,569 (+68.1%) Est. Cost $92.88 Unrealized -3.1%
BIV VANGUARD BD INDEX FDS 0.4%
Value ($000) $18,010 (+5.7%) Shares 231,252 (+6.0%) Est. Cost $63.59 Unrealized
MRSK NORTHERN LIGHTS FD TR 0.1%
Value ($000) $2,810 (+51.7%) Shares 76,360 (+46.9%) Est. Cost $35.31 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $4,093 (-18.7%) Shares 7,206 (+2.8%) Est. Cost $682.86 Unrealized -9.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $9,899 (+10.5%) Shares 33,419 (+5.2%) Est. Cost $189.00 Unrealized +58.1%
ITOT ISHARES TR 0.3%
Value ($000) $11,257 (+8.7%) Shares 75,706 (+6.5%) Est. Cost $77.42 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $6,123 (+16.7%) Shares 34,491 (+4.5%) Est. Cost $114.34 Unrealized +45.6%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $2,290 (+60.8%) Shares 25,676 (+63.2%) Est. Cost $73.50 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,213 (-20.8%) Shares 26,911 (+59.0%) Est. Cost $158.88 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,067 (+68.0%) Shares 37,203 (+63.2%) Est. Cost $48.49 Unrealized
ZECP ZACKS TRUST 0.4%
Value ($000) $16,569 (+5.2%) Shares 476,681 (+1.8%) Est. Cost $26.43 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $2,459 (+49.1%) Shares 23,414 (+59.1%) Est. Cost $112.74 Unrealized -4.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $6,545 (+14.1%) Shares 7,445 (+3.4%) Est. Cost $425.85 Unrealized +91.0%
FISR SSGA ACTIVE TR 0.0%
Value ($000) $1,898 (+74.1%) Shares 73,272 (+75.1%) Est. Cost $25.55 Unrealized
VCRB VANGUARD MALVERN FDS 0.2%
Value ($000) $7,699 (+11.7%) Shares 98,838 (+12.4%) Est. Cost $77.56 Unrealized
NOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,936 (+70.5%) Shares 33,424 (+67.2%) Est. Cost $54.07 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $7,007 (+12.7%) Shares 58,225 (+5.6%) Est. Cost $90.71 Unrealized +27.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $6,136 (+14.4%) Shares 10,748 (+14.0%) Est. Cost $424.79 Unrealized +31.6%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $7,868 (+10.8%) Shares 54,652 (+116.8%) Est. Cost $166.34 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $6,750 (+12.8%) Shares 65,933 (+13.1%) Est. Cost $100.46 Unrealized +1.7%
IEI ISHARES TR 0.1%
Value ($000) $3,819 (+24.0%) Shares 31,994 (+24.2%) Est. Cost $59.48 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $5,030 (+16.8%) Shares 50,538 (+14.8%) Est. Cost $86.27 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $3,352 (+26.8%) Shares 23,743 (+23.8%) Est. Cost $125.58 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.3%
Value ($000) $11,581 (-5.7%) Shares 899,165 (+9.6%) Est. Cost $6.48 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $4,089 (+20.3%) Shares 53,085 (+6.9%) Est. Cost $50.22 Unrealized +46.9%
BBUS J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $12,715 (+5.6%) Shares 103,113 (+3.3%) Est. Cost $33.74 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $1,609 (+71.8%) Shares 15,519 (+68.0%) Est. Cost $103.84 Unrealized -9.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,968 (+51.5%) Shares 9,577 (+15.7%) Est. Cost $130.28 Unrealized +44.1%
DOW DOW INC 0.1%
Value ($000) $3,149 (+26.6%) Shares 134,693 (+24.1%) Est. Cost $33.64 Unrealized -32.3%
USFR WISDOMTREE TR 0.1%
Value ($000) $4,220 (+18.4%) Shares 83,870 (+18.2%) Est. Cost $15.04 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $6,404 (+11.3%) Shares 128,335 (+2.9%) Est. Cost $46.04 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $3,537 (+22.5%) Shares 13,350 (+9.6%) Est. Cost $267.45 Unrealized -7.2%
BLV VANGUARD BD INDEX FDS 0.3%
Value ($000) $13,710 (+5.0%) Shares 197,204 (+7.0%) Est. Cost $48.33 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $1,416 (+82.9%) Shares 17,563 (+84.2%) Est. Cost $80.93 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $998 (-39.0%) Shares 30,745 (+6.6%) Est. Cost $48.66 Unrealized -12.0%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $967 (+184.6%) Shares 5,224 (+191.4%) Est. Cost $182.10 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $7,427 (+9.2%) Shares 314,425 (+9.6%) Est. Cost $22.84 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,913 (+27.2%) Shares 43,047 (+27.4%) Est. Cost $24.55 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,188 (+109.6%) Shares 17,052 (+106.0%) Est. Cost $65.56 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $9,120 (+7.2%) Shares 322,935 (+4.9%) Est. Cost $9.01 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,778 (+19.2%) Shares 79,792 (+19.7%) Est. Cost $20.63 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,730 (+54.1%) Shares 14,906 (+44.7%) Est. Cost $72.85 Unrealized +51.7%
DASH DOORDASH INC 0.0%
Value ($000) $1,306 (+85.9%) Shares 5,768 (+123.3%) Est. Cost $216.19 Unrealized +8.5%
PFE PFIZER INC 0.2%
Value ($000) $6,972 (+9.0%) Shares 279,992 (+11.6%) Est. Cost $25.54 Unrealized -2.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $14,367 (-3.8%) Shares 249,161 (+10.2%) Est. Cost $46.16 Unrealized +28.6%
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $7,040 (+8.8%) Shares 112,986 (+4.1%) Est. Cost $46.99 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $5,040 (+12.6%) Shares 13,624 (+1.1%) Est. Cost $151.12 Unrealized +136.2%
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $7,185 (+8.4%) Shares 174,101 (+9.2%) Est. Cost $36.48 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $5,595 (+11.0%) Shares 30,223 (+12.5%) Est. Cost $160.51 Unrealized +12.1%
IWL ISHARES TR 0.1%
Value ($000) $3,683 (+17.5%) Shares 21,585 (+14.4%) Est. Cost $154.42 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,077 (+35.9%) Shares 22,287 (+22.2%) Est. Cost $64.56 Unrealized +34.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $5,651 (+10.7%) Shares 9,367 (+9.4%) Est. Cost $527.92 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,735 (+16.9%) Shares 72,983 (+12.5%) Est. Cost $40.92 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $4,833 (+12.2%) Shares 26,349 (+2.3%) Est. Cost $103.23 Unrealized +67.9%
IXUS ISHARES TR 0.1%
Value ($000) $4,473 (+13.2%) Shares 52,848 (+10.4%) Est. Cost $49.95 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $4,738 (+12.2%) Shares 83,404 (+9.3%) Est. Cost $50.94 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $1,469 (+54.3%) Shares 15,749 (+50.5%) Est. Cost $88.76 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $13,695 (+3.8%) Shares 345,912 (+1.1%) Est. Cost $29.48 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $3,971 (+14.3%) Shares 19,888 (+12.1%) Est. Cost $68.15 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $2,233 (+28.4%) Shares 20,265 (+29.9%) Est. Cost $50.72 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,105 (+18.7%) Shares 55,649 (+20.9%) Est. Cost $44.43 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $7,367 (+7.1%) Shares 225,847 (+4.7%) Est. Cost $31.99 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,033 (+13.6%) Shares 73,642 (+11.7%) Est. Cost $39.23 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,849 (+20.2%) Shares 60,583 (+17.1%) Est. Cost $34.96 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $2,311 (+24.8%) Shares 33,285 (+22.4%) Est. Cost $45.11 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $5,841 (+8.4%) Shares 84,075 (+5.0%) Est. Cost $52.29 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $3,764 (+13.4%) Shares 30,670 (+2.6%) Est. Cost $76.27 Unrealized +58.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1,518 (+40.8%) Shares 9,683 (+26.4%) Est. Cost $177.94 Unrealized -19.5%
XXRP LISTED FDS TR 0.0%
Value ($000) $190 (-69.8%) Shares 19,958 (+2.3%) Est. Cost $31.79 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $749 (+136.4%) Shares 3,257 (+136.5%) Est. Cost $169.32 Unrealized +24.2%
QGRW WISDOMTREE TR 0.0%
Value ($000) $1,438 (+41.9%) Shares 24,514 (+38.7%) Est. Cost $49.78 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $959 (+77.3%) Shares 21,599 (+73.7%) Est. Cost $25.44 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $4,701 (+9.7%) Shares 85,464 (+2.9%) Est. Cost $31.91 Unrealized +65.0%
VRIG INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $2,208 (+22.8%) Shares 87,964 (+22.8%) Est. Cost $25.07 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1,313 (+45.2%) Shares 13,634 (+45.7%) Est. Cost $73.94 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $1,242 (+49.0%) Shares 30,018 (+42.7%) Est. Cost $25.00 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $7,253 (+5.9%) Shares 190,318 (+1.0%) Est. Cost $17.15 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $728 (+125.9%) Shares 11,187 (+103.8%) Est. Cost $52.65 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $9,758 (+4.3%) Shares 166,153 (+4.5%) Est. Cost $49.34 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,032 (+63.9%) Shares 39,317 (+61.5%) Est. Cost $25.24 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $1,472 (+36.6%) Shares 33,379 (+33.9%) Est. Cost $39.75 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,775 (+11.7%) Shares 73,219 (+9.4%) Est. Cost $47.48 Unrealized
V VISA INC 0.2%
Value ($000) $7,803 (+5.2%) Shares 22,250 (+2.4%) Est. Cost $244.48 Unrealized +39.2%
KO COCA COLA CO 0.1%
Value ($000) $3,934 (+10.9%) Shares 56,272 (+5.2%) Est. Cost $56.60 Unrealized +22.6%
IWP ISHARES TR 0.1%
Value ($000) $5,966 (+6.9%) Shares 43,565 (+11.2%) Est. Cost $85.31 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $1,228 (+45.5%) Shares 12,237 (+45.9%) Est. Cost $77.77 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,274 (+43.1%) Shares 25,325 (+42.5%) Est. Cost $46.11 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $3,737 (+11.2%) Shares 33,923 (+11.5%) Est. Cost $110.56 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $666 (+128.6%) Shares 3,697 (+93.4%) Est. Cost $149.79 Unrealized +11.2%
MMM 3M CO 0.1%
Value ($000) $3,579 (+11.6%) Shares 22,353 (+8.2%) Est. Cost $117.38 Unrealized +39.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $2,137 (+20.8%) Shares 40,781 (+20.5%) Est. Cost $24.89 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $7,046 (+5.5%) Shares 43,929 (+6.7%) Est. Cost $108.03 Unrealized +42.2%
OKLO OKLO INC 0.0%
Value ($000) $1,467 (-19.8%) Shares 20,446 (+24.7%) Est. Cost $51.11 Unrealized +118.2%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $628 (+136.6%) Shares 6,794 (+139.6%) Est. Cost $92.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,011 (+21.8%) Shares 24,013 (+22.3%) Est. Cost $61.75 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $1,708 (+26.6%) Shares 12,495 (+15.7%) Est. Cost $112.99 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $6,648 (+5.6%) Shares 71,632 (+6.7%) Est. Cost $34.39 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $5,643 (+6.7%) Shares 117,682 (+7.2%) Est. Cost $44.75 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $6,888 (+5.3%) Shares 9,138 (+4.3%) Est. Cost $412.02 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $1,668 (+25.8%) Shares 38,051 (+18.5%) Est. Cost $37.68 Unrealized +9.8%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $3,249 (+11.6%) Shares 34,572 (+5.8%) Est. Cost $89.30 Unrealized
SMIZ ZACKS TRUST 0.4%
Value ($000) $15,003 (+2.3%) Shares 405,595 (+3.3%) Est. Cost $26.14 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $1,464 (+29.4%) Shares 56,560 (+60.8%) Est. Cost $32.83 Unrealized -12.3%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,411 (+15.9%) Shares 81,419 (+14.0%) Est. Cost $33.15 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,749 (+23.2%) Shares 37,616 (+24.5%) Est. Cost $37.53 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $2,162 (+17.6%) Shares 19,155 (+8.0%) Est. Cost $103.20 Unrealized +3.2%
IJH ISHARES TR 0.1%
Value ($000) $4,938 (+7.0%) Shares 74,821 (+5.8%) Est. Cost $32.90 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $4,197 (+8.1%) Shares 42,610 (+9.8%) Est. Cost $65.26 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $1,021 (+44.1%) Shares 22,169 (+44.8%) Est. Cost $18.24 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,319 (+30.0%) Shares 31,752 (+32.1%) Est. Cost $41.78 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $592 (+104.5%) Shares 2,184 (+85.4%) Est. Cost $230.89 Unrealized +8.5%
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,050 (+11.0%) Shares 39,284 (+12.1%) Est. Cost $77.07 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $2,629 (+12.6%) Shares 60,713 (+27.5%) Est. Cost $65.34 Unrealized -32.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $3,475 (+9.2%) Shares 30,980 (+23.3%) Est. Cost $126.35 Unrealized -7.8%
GROZ ZACKS TRUST 0.2%
Value ($000) $8,977 (+3.4%) Shares 301,256 (+1.7%) Est. Cost $25.62 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $3,475 (+9.0%) Shares 46,061 (+6.1%) Est. Cost $44.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $2,980 (+10.6%) Shares 9,805 (+1.6%) Est. Cost $149.47 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $1,408 (+24.8%) Shares 27,537 (+24.2%) Est. Cost $30.99 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $2,701 (+11.5%) Shares 17,964 (+6.1%) Est. Cost $155.51 Unrealized -5.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,773 (+18.6%) Shares 7,314 (+4.0%) Est. Cost $169.66 Unrealized +31.0%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,374 (+8.9%) Shares 56,302 (+9.1%) Est. Cost $45.90 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $820 (+50.4%) Shares 6,358 (+58.5%) Est. Cost $117.70 Unrealized +13.9%
MINO PIMCO ETF TR 0.0%
Value ($000) $1,471 (+22.9%) Shares 32,458 (+22.8%) Est. Cost $23.36 Unrealized
SANM SANMINA CORPORATION 0.0%
Value ($000) $1,019 (+36.3%) Shares 6,792 (+4.5%) Est. Cost $85.44 Unrealized +72.8%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,054 (+34.3%) Shares 2,554 (+30.9%) Est. Cost $294.07 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1,365 (+24.5%) Shares 9,627 (+23.2%) Est. Cost $131.09 Unrealized +10.5%
ADBE ADOBE INC 0.1%
Value ($000) $2,756 (+10.7%) Shares 7,875 (+11.6%) Est. Cost $499.20 Unrealized -31.9%
IJR ISHARES TR 0.1%
Value ($000) $4,784 (+5.9%) Shares 39,809 (+4.7%) Est. Cost $98.85 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $10,799 (+2.5%) Shares 112,167 (+1.4%) Est. Cost $49.86 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,115 (+31.4%) Shares 26,695 (+29.2%) Est. Cost $12.48 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,033 (+34.4%) Shares 17,425 (+30.4%) Est. Cost $52.34 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,306 (+24.9%) Shares 6,208 (+20.9%) Est. Cost $174.41 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $3,095 (+9.1%) Shares 112,589 (+12.3%) Est. Cost $20.12 Unrealized +33.7%
IFRA ISHARES TR 0.0%
Value ($000) $1,126 (+29.5%) Shares 21,401 (+30.0%) Est. Cost $47.35 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $605 (+72.2%) Shares 8,599 (+235.5%) Est. Cost $49.45 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1,541 (+19.1%) Shares 34,881 (+17.0%) Est. Cost $31.20 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $871 (+39.3%) Shares 2,894 (+25.4%) Est. Cost $244.56 Unrealized
QUIZ ZACKS TRUST 0.0%
Value ($000) $474 (+105.0%) Shares 17,885 (+95.1%) Est. Cost $25.86 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,135 (+12.8%) Shares 50,009 (+130.4%) Est. Cost $47.08 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $927 (+35.1%) Shares 11,394 (+1.3%) Est. Cost $43.01 Unrealized +63.7%
XYLD GLOBAL X FDS 0.1%
Value ($000) $3,887 (+6.6%) Shares 95,663 (+3.0%) Est. Cost $19.79 Unrealized
GLDI UBS AG 0.0%
Value ($000) $1,649 (+16.9%) Shares 9,494 (+13.5%) Est. Cost $77.25 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $604 (+61.9%) Shares 782 (+17.9%) Est. Cost $720.84 Unrealized -5.8%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $621 (+58.7%) Shares 13,975 (+56.7%) Est. Cost $42.54 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1,303 (+21.4%) Shares 14,885 (+13.7%) Est. Cost $45.32 Unrealized +89.7%
IYF ISHARES TR 0.0%
Value ($000) $765 (+42.9%) Shares 5,932 (+40.3%) Est. Cost $83.00 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,429 (+19.0%) Shares 12,998 (+20.4%) Est. Cost $80.76 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1,838 (+14.0%) Shares 19,274 (+16.7%) Est. Cost $94.36 Unrealized +3.9%
SGOL ETFS GOLD TR 0.0%
Value ($000) $557 (+67.8%) Shares 13,559 (+50.3%) Est. Cost $34.73 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $781 (+39.8%) Shares 1,756 (+37.0%) Est. Cost $418.32 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,924 (-10.2%) Shares 7,478 (+2.4%) Est. Cost $240.55 Unrealized +10.1%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $3,173 (+7.3%) Shares 28,387 (+4.4%) Est. Cost $86.31 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,979 (+7.8%) Shares 10,265 (+9.1%) Est. Cost $187.91 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1,126 (+23.4%) Shares 43,020 (+24.5%) Est. Cost $17.12 Unrealized +62.8%
IWF ISHARES TR 0.1%
Value ($000) $6,037 (+3.7%) Shares 12,756 (+2.6%) Est. Cost $216.57 Unrealized
ZALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $606 (+53.6%) Shares 18,593 (+50.4%) Est. Cost $31.39 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,499 (+6.3%) Shares 45,047 (+7.3%) Est. Cost $70.86 Unrealized
F FORD MTR CO 0.0%
Value ($000) $1,727 (+13.7%) Shares 131,616 (+3.6%) Est. Cost $10.94 Unrealized +17.3%
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,014 (+25.6%) Shares 23,382 (+21.7%) Est. Cost $7.75 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,132 (+22.3%) Shares 23,098 (+18.7%) Est. Cost $7.76 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $3,893 (+5.6%) Shares 38,801 (+6.0%) Est. Cost $71.93 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $783 (+34.3%) Shares 4,417 (+32.2%) Est. Cost $115.13 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $650 (+44.3%) Shares 13,818 (+44.0%) Est. Cost $48.16 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $1,307 (+17.7%) Shares 113,549 (+20.8%) Est. Cost $7.77 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,422 (+15.7%) Shares 4,022 (+2.6%) Est. Cost $297.40 Unrealized +14.3%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $478 (+67.3%) Shares 47,841 (+67.6%) Est. Cost $6.79 Unrealized
JSML JANUS DETROIT STR TR 0.0%
Value ($000) $697 (+38.0%) Shares 9,477 (+40.3%) Est. Cost $74.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $18,603 (+1.0%) Shares 37,010 (+1.1%) Est. Cost $452.03 Unrealized +10.1%
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,034 (+10.0%) Shares 37,886 (+7.8%) Est. Cost $49.95 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $890 (+26.0%) Shares 7,816 (+25.8%) Est. Cost $37.06 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $2,896 (+6.7%) Shares 74,457 (+2.4%) Est. Cost $16.76 Unrealized
COR CENCORA INC 0.0%
Value ($000) $1,112 (+19.4%) Shares 3,293 (+10.5%) Est. Cost $244.21 Unrealized +39.5%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $1,919 (+10.3%) Shares 8,700 (+5.9%) Est. Cost $77.52 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $975 (+22.5%) Shares 51,122 (+23.8%) Est. Cost $18.66 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1,664 (-9.7%) Shares 14,710 (+14.3%) Est. Cost $70.76 Unrealized +83.8%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $1,319 (+15.7%) Shares 14,960 (+9.3%) Est. Cost $93.69 Unrealized -9.2%
AIQ GLOBAL X FDS 0.0%
Value ($000) $903 (+24.0%) Shares 17,752 (+20.4%) Est. Cost $41.26 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,709 (+6.8%) Shares 23,013 (+7.4%) Est. Cost $67.00 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $545 (+44.1%) Shares 2,925 (+10.5%) Est. Cost $147.00 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $1,141 (-12.8%) Shares 7,074 (+6.0%) Est. Cost $126.72 Unrealized +43.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $682 (+32.3%) Shares 8,592 (+25.7%) Est. Cost $75.00 Unrealized +4.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,039 (+19.0%) Shares 10,401 (+13.7%) Est. Cost $80.19 Unrealized +18.1%
ESGU ISHARES TR 0.1%
Value ($000) $3,862 (+4.4%) Shares 25,921 (+2.0%) Est. Cost $105.43 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $806 (+24.8%) Shares 2,791 (+1.9%) Est. Cost $251.18 Unrealized +4.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $2,590 (+6.6%) Shares 55,689 (+15.5%) Est. Cost $58.26 Unrealized -18.5%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $2,093 (+8.1%) Shares 20,208 (+3.5%) Est. Cost $32.42 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $883 (+21.6%) Shares 36,716 (+17.7%) Est. Cost $17.91 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1,215 (+14.8%) Shares 16,836 (+25.1%) Est. Cost $94.56 Unrealized -21.9%
NVS NOVARTIS AG 0.0%
Value ($000) $483 (+47.8%) Shares 3,500 (+37.5%) Est. Cost $121.40 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,636 (+10.1%) Shares 54,750 (+15.8%) Est. Cost $34.58 Unrealized -17.5%
IDV ISHARES TR 0.0%
Value ($000) $1,346 (+12.6%) Shares 34,119 (+4.3%) Est. Cost $25.82 Unrealized
NUGT DIREXION SHS ETF TR 0.0%
Value ($000) $408 (+58.2%) Shares 2,219 (+32.9%) Est. Cost $161.72 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $1,507 (+11.1%) Shares 17,462 (+6.2%) Est. Cost $72.69 Unrealized +15.8%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,759 (+5.7%) Shares 118,072 (+6.2%) Est. Cost $28.16 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,658 (+9.8%) Shares 11,747 (+10.6%) Est. Cost $66.70 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $959 (+18.1%) Shares 23,263 (+13.6%) Est. Cost $27.79 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $501 (-22.4%) Shares 2,226 (+3.4%) Est. Cost $224.36 Unrealized +25.8%
TQQQ PROSHARES TR 0.1%
Value ($000) $2,626 (+5.8%) Shares 49,818 (+107.5%) Est. Cost $43.59 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $946 (+17.8%) Shares 7,413 (+5.6%) Est. Cost $109.92 Unrealized +12.7%
WELL WELLTOWER INC 0.1%
Value ($000) $2,658 (+5.6%) Shares 14,322 (+1.4%) Est. Cost $109.79 Unrealized +69.8%
CHWY CHEWY INC 0.0%
Value ($000) $1,285 (+12.4%) Shares 38,869 (+37.5%) Est. Cost $38.44 Unrealized -9.7%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $2,448 (+6.0%) Shares 11,940 (+1.5%) Est. Cost $145.43 Unrealized +36.8%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $4,925 (+2.9%) Shares 105,215 (+2.9%) Est. Cost $30.01 Unrealized
BUYW NORTHERN LTS FD TR IV 0.0%
Value ($000) $1,450 (+10.5%) Shares 101,271 (+9.7%) Est. Cost $3.53 Unrealized
HYGV FLEXSHARES TR 0.0%
Value ($000) $887 (+18.4%) Shares 21,780 (+19.7%) Est. Cost $22.02 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $1,173 (+13.3%) Shares 27,974 (+12.8%) Est. Cost $29.04 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $334 (+67.0%) Shares 1,153 (+60.8%) Est. Cost $271.47 Unrealized +3.4%
ITA ISHARES TR 0.0%
Value ($000) $1,029 (+15.0%) Shares 4,791 (+12.1%) Est. Cost $165.66 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $466 (+40.4%) Shares 3,250 (+39.7%) Est. Cost $62.83 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $978 (-12.0%) Shares 3,070 (+3.4%) Est. Cost $280.89 Unrealized +26.2%
IJK ISHARES TR 0.0%
Value ($000) $1,985 (+7.1%) Shares 20,489 (+6.0%) Est. Cost $71.59 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $3,836 (+3.5%) Shares 74,485 (+2.0%) Est. Cost $14.49 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $314 (-29.0%) Shares 10,731 (+16.3%) Est. Cost $37.24 Unrealized +10.5%
IYJ ISHARES TR 0.0%
Value ($000) $365 (+52.6%) Shares 2,465 (+50.2%) Est. Cost $138.86 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $3,035 (+4.3%) Shares 31,631 (+4.5%) Est. Cost $74.26 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $381 (+48.8%) Shares 10,184 (+32.2%) Est. Cost $32.87 Unrealized +7.7%
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,209 (+11.5%) Shares 33,006 (+8.8%) Est. Cost $32.46 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $1,228 (+11.2%) Shares 4,321 (+20.8%) Est. Cost $260.93 Unrealized +19.8%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,266 (+10.9%) Shares 30,979 (+9.0%) Est. Cost $31.09 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $501 (+32.6%) Shares 8,350 (+22.1%) Est. Cost $65.33 Unrealized -12.2%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $233 (+109.6%) Shares 26,749 (+72.8%) Est. Cost $4.89 Unrealized +54.1%
SEPW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $344 (+54.1%) Shares 10,763 (+51.6%) Est. Cost $29.68 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $1,631 (+7.6%) Shares 28,170 (+6.2%) Est. Cost $38.42 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,046 (+12.3%) Shares 26,625 (+9.5%) Est. Cost $27.63 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $614 (+22.9%) Shares 1,203 (+1.7%) Est. Cost $306.88 Unrealized +52.0%
BX BLACKSTONE INC 0.1%
Value ($000) $5,049 (+2.3%) Shares 32,755 (+13.4%) Est. Cost $146.38 Unrealized +3.5%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $21,510 (+0.5%) Shares 407,624 (+1.4%) Est. Cost $32.13 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $626 (+21.5%) Shares 4,091 (+20.0%) Est. Cost $135.57 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,448 (+8.3%) Shares 27,404 (+22.3%) Est. Cost $53.99 Unrealized +2.8%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $4,173 (+2.7%) Shares 19,703 (+1.2%) Est. Cost $53.38 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $826 (+15.3%) Shares 23,055 (+12.0%) Est. Cost $10.55 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,151 (+10.5%) Shares 3,258 (+2.9%) Est. Cost $232.55 Unrealized +56.2%
PAVE GLOBAL X FDS 0.1%
Value ($000) $2,226 (+5.2%) Shares 46,577 (+4.8%) Est. Cost $20.28 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $569 (+23.2%) Shares 1,835 (+3.4%) Est. Cost $191.62 Unrealized +48.9%
VICI VICI PPTYS INC 0.1%
Value ($000) $3,435 (-3.0%) Shares 122,171 (+12.5%) Est. Cost $28.29 Unrealized +3.6%
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,253 (+9.3%) Shares 22,817 (+5.8%) Est. Cost $48.57 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $2,250 (+4.9%) Shares 25,148 (+2.4%) Est. Cost $60.22 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $612 (+20.8%) Shares 1,747 (+11.3%) Est. Cost $430.62 Unrealized -21.8%
FINX GLOBAL X FDS 0.0%
Value ($000) $1,135 (-8.5%) Shares 38,564 (+4.2%) Est. Cost $18.27 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $661 (+18.9%) Shares 21,205 (+13.3%) Est. Cost $29.20 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,340 (+8.5%) Shares 58,341 (+9.0%) Est. Cost $25.99 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $1,521 (-6.5%) Shares 1,421 (+1.9%) Est. Cost $969.98 Unrealized +12.3%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $3,405 (+3.1%) Shares 84,607 (+4.0%) Est. Cost $19.18 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,132 (+5.0%) Shares 54,494 (+3.0%) Est. Cost $24.08 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,688 (+6.4%) Shares 35,883 (+10.2%) Est. Cost $35.38 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $2,711 (+3.9%) Shares 9,926 (+2.8%) Est. Cost $209.07 Unrealized +29.5%
UNP UNION PAC CORP 0.1%
Value ($000) $4,235 (+2.4%) Shares 18,308 (+4.7%) Est. Cost $201.95 Unrealized +12.6%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $2,594 (+4.0%) Shares 52,244 (+36.2%) Est. Cost $45.94 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $314 (+47.2%) Shares 7,214 (+10.8%) Est. Cost $26.34 Unrealized +42.1%
ONON ON HLDG AG 0.0%
Value ($000) $613 (+19.3%) Shares 13,192 (+8.7%) Est. Cost $44.44 Unrealized -3.0%
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $481 (+25.9%) Shares 5,335 (+28.6%) Est. Cost $91.55 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $490 (+24.4%) Shares 6,605 (+21.5%) Est. Cost $17.84 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $522 (-15.5%) Shares 899 (+1.6%) Est. Cost $351.46 Unrealized +77.9%
NGVC NATURAL GROCERS BY VITAMIN C 0.0%
Value ($000) $204 (-31.6%) Shares 8,155 (+9.2%) Est. Cost $26.93 Unrealized +18.4%
PFFD GLOBAL X FDS 0.0%
Value ($000) $1,419 (+6.9%) Shares 75,016 (+9.9%) Est. Cost $13.21 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $616 (+17.6%) Shares 20,208 (+35.8%) Est. Cost $10.18 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $430 (+27.1%) Shares 6,023 (+35.2%) Est. Cost $67.75 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,069 (+9.4%) Shares 27,886 (+8.5%) Est. Cost $26.34 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $460 (+24.7%) Shares 1,183 (+12.0%) Est. Cost $269.85 Unrealized +39.0%
IWS ISHARES TR 0.0%
Value ($000) $444 (+25.0%) Shares 3,151 (+23.8%) Est. Cost $139.95 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $555 (+18.8%) Shares 11,584 (+17.8%) Est. Cost $48.24 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $511 (+20.5%) Shares 19,026 (+19.3%) Est. Cost $26.62 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $526 (+19.7%) Shares 1,831 (+8.2%) Est. Cost $246.53 Unrealized +10.4%
SO SOUTHERN CO 0.1%
Value ($000) $2,147 (-3.9%) Shares 24,620 (+4.5%) Est. Cost $72.67 Unrealized +25.1%
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $438 (+24.6%) Shares 32,047 (+23.4%) Est. Cost $14.21 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $1,731 (+5.2%) Shares 14,761 (+18.6%) Est. Cost $101.01 Unrealized +21.2%
SCIO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $933 (+10.0%) Shares 44,863 (+9.8%) Est. Cost $20.68 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $965 (+9.6%) Shares 19,299 (+9.2%) Est. Cost $49.42 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $882 (-8.7%) Shares 9,016 (+1.4%) Est. Cost $106.55 Unrealized -3.5%
ABT ABBOTT LABS 0.1%
Value ($000) $3,142 (-2.6%) Shares 25,076 (+4.1%) Est. Cost $118.89 Unrealized +7.1%
OIH VANECK ETF TRUST 0.0%
Value ($000) $451 (+22.6%) Shares 1,583 (+11.9%) Est. Cost $237.75 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $3,232 (+2.6%) Shares 10,005 (+1.6%) Est. Cost $111.17 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $1,106 (+8.0%) Shares 10,534 (+6.1%) Est. Cost $83.82 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $6,567 (+1.3%) Shares 154,300 (+1.7%) Est. Cost $40.87 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $4,652 (+1.8%) Shares 202,029 (+2.2%) Est. Cost $18.32 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $238 (+50.8%) Shares 44,928 (+29.1%) Est. Cost $1.84 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $316 (+33.9%) Shares 2,053 (+28.9%) Est. Cost $143.49 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $720 (+12.3%) Shares 8,692 (+12.5%) Est. Cost $63.58 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $324 (+32.2%) Shares 7,223 (+81.2%) Est. Cost $51.06 Unrealized +9.7%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $1,022 (+8.3%) Shares 37,715 (+5.4%) Est. Cost $18.62 Unrealized +36.2%
EAGG ISHARES TR 0.0%
Value ($000) $582 (+15.6%) Shares 12,171 (+16.0%) Est. Cost $31.16 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $920 (+9.3%) Shares 14,407 (+8.0%) Est. Cost $79.69 Unrealized -23.5%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,485 (+5.5%) Shares 12,194 (+4.4%) Est. Cost $76.11 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $283 (+37.8%) Shares 4,849 (+25.4%) Est. Cost $50.08 Unrealized +7.0%
SMMU PIMCO ETF TR 0.0%
Value ($000) $620 (+14.3%) Shares 12,295 (+14.6%) Est. Cost $50.38 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,271 (+6.4%) Shares 16,087 (+7.6%) Est. Cost $84.03 Unrealized -6.8%
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $845 (+9.9%) Shares 22,018 (+4.1%) Est. Cost $22.31 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $2,268 (+3.4%) Shares 131,017 (+9.4%) Est. Cost $22.28 Unrealized -20.9%
HYGW ISHARES TR 0.0%
Value ($000) $1,766 (+4.4%) Shares 59,153 (+6.2%) Est. Cost $31.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $5,157 (-1.4%) Shares 15,622 (+3.1%) Est. Cost $393.51 Unrealized -14.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $3,901 (+2.0%) Shares 12,764 (+1.4%) Est. Cost $248.86 Unrealized +22.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $290 (+34.4%) Shares 1,077 (+39.7%) Est. Cost $269.29 Unrealized
HARD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,545 (+5.0%) Shares 52,131 (+7.0%) Est. Cost $29.85 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $398 (+22.1%) Shares 6,791 (+27.5%) Est. Cost $55.12 Unrealized +8.4%
CLSK CLEANSPARK INC 0.0%
Value ($000) $173 (-29.2%) Shares 17,143 (+1.5%) Est. Cost $9.23 Unrealized +62.5%
BBCB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $582 (+13.1%) Shares 12,709 (+14.2%) Est. Cost $17.55 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,870 (+3.7%) Shares 30,987 (+2.1%) Est. Cost $15.67 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,154 (+6.1%) Shares 55,227 (+9.6%) Est. Cost $23.79 Unrealized
GSK GSK PLC 0.0%
Value ($000) $354 (+22.7%) Shares 7,220 (+8.0%) Est. Cost $40.39 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $637 (+11.4%) Shares 76,189 (+10.3%) Est. Cost $8.21 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $373 (+20.9%) Shares 15,621 (+14.4%) Est. Cost $17.17 Unrealized +29.2%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,364 (+4.9%) Shares 30,073 (+107.4%) Est. Cost $66.51 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $573 (+12.4%) Shares 2,740 (+12.6%) Est. Cost $65.71 Unrealized
SPBW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $464 (+15.6%) Shares 16,926 (+13.4%) Est. Cost $26.17 Unrealized
ILTB ISHARES TR 0.1%
Value ($000) $3,401 (+1.9%) Shares 68,423 (+3.5%) Est. Cost $19.01 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $2,731 (-2.2%) Shares 5,825 (+2.3%) Est. Cost $314.88 Unrealized +61.7%
BKAG BNY MELLON ETF TRUST 0.0%
Value ($000) $445 (+16.1%) Shares 10,503 (+16.7%) Est. Cost $42.21 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $1,003 (+6.5%) Shares 11,512 (+11.2%) Est. Cost $69.76 Unrealized +23.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $684 (+9.6%) Shares 13,902 (+1.8%) Est. Cost $39.20 Unrealized +16.8%
BP BP PLC 0.0%
Value ($000) $473 (+14.2%) Shares 13,628 (+13.3%) Est. Cost $32.01 Unrealized
CRK COMSTOCK RES INC 0.0%
Value ($000) $335 (+21.1%) Shares 14,431 (+3.6%) Est. Cost $19.61 Unrealized +12.4%
SATO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $242 (-19.3%) Shares 13,633 (+19.3%) Est. Cost $18.76 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $459 (+14.0%) Shares 4,698 (+4.6%) Est. Cost $141.48 Unrealized -35.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $2,748 (+2.1%) Shares 45,724 (+7.6%) Est. Cost $47.27 Unrealized +27.1%
IEF ISHARES TR 0.1%
Value ($000) $2,629 (+2.1%) Shares 27,341 (+2.5%) Est. Cost $81.98 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $269 (+25.7%) Shares 1,873 (+5.8%) Est. Cost $109.11 Unrealized +21.4%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $340 (+19.2%) Shares 3,915 (+16.0%) Est. Cost $54.54 Unrealized +92.6%
ISEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,043 (+5.5%) Shares 32,012 (+3.2%) Est. Cost $31.89 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $834 (+6.9%) Shares 9,036 (+3.5%) Est. Cost $18.14 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $822 (+7.0%) Shares 6,247 (+5.5%) Est. Cost $124.37 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $563 (+10.4%) Shares 9,453 (+7.9%) Est. Cost $53.85 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $359 (-12.3%) Shares 4,508 (+3.2%) Est. Cost $95.77 Unrealized -13.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $481 (-9.3%) Shares 4,672 (+6.9%) Est. Cost $154.33 Unrealized -27.2%
BCI ABRDN ETFS 0.0%
Value ($000) $862 (+6.0%) Shares 44,161 (+16.9%) Est. Cost $21.25 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $290 (-14.3%) Shares 6,309 (+28.0%) Est. Cost $39.64 Unrealized +14.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,099 (-4.2%) Shares 45,317 (+2.9%) Est. Cost $27.31 Unrealized -9.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,150 (+4.3%) Shares 5,233 (+4.8%) Est. Cost $201.37 Unrealized +5.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $2,169 (-2.1%) Shares 21,502 (+20.6%) Est. Cost $119.65 Unrealized -9.4%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $200 (-18.9%) Shares 1,830 (+5.0%) Est. Cost $48.97 Unrealized
LALT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,891 (+1.2%) Shares 170,737 (+1.2%) Est. Cost $17.16 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $872 (-4.9%) Shares 4,061 (+6.6%) Est. Cost $241.08 Unrealized -5.8%
CRWV COREWEAVE INC 0.0%
Value ($000) $248 (+21.7%) Shares 3,461 (+132.6%) Est. Cost $97.44 Unrealized +4.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $353 (-11.0%) Shares 1,409 (+1.8%) Est. Cost $204.80 Unrealized +29.5%
EME EMCOR GROUP INC 0.0%
Value ($000) $1,559 (-2.7%) Shares 2,548 (+3.3%) Est. Cost $407.35 Unrealized +59.0%
APPLIED THERAPEUTICS INC 0.0%
Value ($000) $17 (-71.9%) Shares 169,974 (+70.0%) Est. Cost $0.32 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $430 (+11.2%) Shares 8,870 (+8.3%) Est. Cost $48.25 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,317 (+3.4%) Shares 13,397 (+1.7%) Est. Cost $78.75 Unrealized
HPQ HP INC 0.0%
Value ($000) $851 (-4.7%) Shares 38,218 (+16.4%) Est. Cost $27.25 Unrealized -7.3%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $610 (+7.2%) Shares 14,099 (+9.1%) Est. Cost $26.81 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $331 (+13.8%) Shares 5,843 (+11.8%) Est. Cost $14.73 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $693 (-5.3%) Shares 29,819 (+5.6%) Est. Cost $24.39 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,355 (+2.9%) Shares 14,108 (+2.0%) Est. Cost $82.96 Unrealized +17.1%
PPL PPL CORP 0.0%
Value ($000) $449 (+9.2%) Shares 12,833 (+15.8%) Est. Cost $32.45 Unrealized +10.4%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $474 (+8.6%) Shares 5,133 (+9.5%) Est. Cost $63.72 Unrealized +48.4%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $1,199 (+3.2%) Shares 5,677 (+4.4%) Est. Cost $172.97 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,068 (+3.6%) Shares 14,230 (+1.2%) Est. Cost $68.86 Unrealized
INTU INTUIT 0.1%
Value ($000) $5,869 (+0.6%) Shares 8,861 (+3.8%) Est. Cost $511.99 Unrealized +29.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $1,330 (+2.8%) Shares 9,966 (+1.1%) Est. Cost $68.31 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $292 (+14.1%) Shares 5,161 (+7.0%) Est. Cost $53.31 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $545 (+7.1%) Shares 11,652 (+1.9%) Est. Cost $38.49 Unrealized +13.4%
FLCH FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $506 (-6.5%) Shares 21,265 (+2.1%) Est. Cost $1.34 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $876 (+4.2%) Shares 20,893 (+4.5%) Est. Cost $42.00 Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $338 (-8.9%) Shares 15,886 (+27.7%) Est. Cost $19.90 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $440 (-7.0%) Shares 8,179 (+7.9%) Est. Cost $62.43 Unrealized -8.6%
CPRT COPART INC 0.0%
Value ($000) $273 (-10.8%) Shares 6,983 (+2.5%) Est. Cost $51.69 Unrealized -19.8%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $224 (+17.2%) Shares 12,320 (+17.3%) Est. Cost $17.79 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,693 (-1.9%) Shares 8,676 (+5.9%) Est. Cost $182.13 Unrealized +7.1%
DIVB ISHARES TR 0.0%
Value ($000) $951 (+3.5%) Shares 17,892 (+1.8%) Est. Cost $48.30 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $334 (+10.8%) Shares 5,147 (+8.2%) Est. Cost $57.65 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $1,086 (+3.0%) Shares 20,533 (+3.3%) Est. Cost $52.57 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $611 (+5.4%) Shares 17,632 (+4.0%) Est. Cost $32.07 Unrealized
EMHC SPDR SERIES TRUST 0.0%
Value ($000) $647 (+5.1%) Shares 25,423 (+4.0%) Est. Cost $15.99 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,037 (+3.0%) Shares 7,449 (+3.7%) Est. Cost $89.18 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $441 (+7.4%) Shares 16,042 (+5.2%) Est. Cost $24.79 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $1,326 (+2.4%) Shares 6,671 (+4.6%) Est. Cost $134.77 Unrealized +50.0%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $114 (+35.8%) Shares 15,225 (+37.5%) Est. Cost $7.57 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $239 (+14.2%) Shares 7,303 (+16.3%) Est. Cost $33.28 Unrealized
BOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $379 (+8.4%) Shares 7,672 (+6.2%) Est. Cost $43.59 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $365 (+8.7%) Shares 2,590 (+6.2%) Est. Cost $121.42 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $541 (+5.7%) Shares 2,586 (+2.1%) Est. Cost $135.49 Unrealized +43.0%
MLN VANECK ETF TRUST 0.0%
Value ($000) $1,036 (+2.8%) Shares 59,115 (+2.5%) Est. Cost $4.91 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $418 (-6.3%) Shares 1,692 (+3.4%) Est. Cost $255.94 Unrealized -1.7%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $257 (-9.9%) Shares 895 (+193.4%) Est. Cost $332.50 Unrealized -8.3%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $144 (+24.1%) Shares 17,771 (+25.5%) Est. Cost $8.04 Unrealized
NB NIOCORP DEVS LTD 0.0%
Value ($000) $549 (-4.7%) Shares 103,636 (+20.1%) Est. Cost $3.12 Unrealized +120.2%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1,548 (-1.7%) Shares 57,134 (+10.5%) Est. Cost $20.55 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $1,455 (+1.9%) Shares 9,618 (+2.4%) Est. Cost $130.15 Unrealized +13.5%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $416 (+6.7%) Shares 11,446 (+6.0%) Est. Cost $2.89 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $1,254 (-2.0%) Shares 6,007 (+29.1%) Est. Cost $326.81 Unrealized -31.2%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,136 (+2.4%) Shares 18,207 (+4.3%) Est. Cost $51.33 Unrealized
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $253 (+11.2%) Shares 2,617 (+20.6%) Est. Cost $89.13 Unrealized
XRPR ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $1,293 (+2.0%) Shares 86,342 (+61.0%) Est. Cost $20.36 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $548 (+4.8%) Shares 2,870 (+7.5%) Est. Cost $185.89 Unrealized +2.6%
IWX ISHARES TR 0.0%
Value ($000) $323 (+8.4%) Shares 3,514 (+3.7%) Est. Cost $82.26 Unrealized
EFIV SPDR SERIES TRUST 0.0%
Value ($000) $375 (+7.0%) Shares 5,676 (+2.9%) Est. Cost $13.92 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $237 (+11.4%) Shares 2,313 (+8.6%) Est. Cost $95.26 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $258 (+10.4%) Shares 864 (+9.6%) Est. Cost $282.10 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $865 (+2.9%) Shares 18,777 (+3.2%) Est. Cost $45.18 Unrealized
MET METLIFE INC 0.0%
Value ($000) $802 (-2.9%) Shares 10,156 (+1.3%) Est. Cost $68.24 Unrealized +15.7%
HISF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $539 (+4.6%) Shares 11,905 (+4.4%) Est. Cost $45.11 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $226 (+11.5%) Shares 883 (+12.5%) Est. Cost $227.97 Unrealized +9.4%
TIPZ PIMCO ETF TR 0.0%
Value ($000) $782 (+3.0%) Shares 14,929 (+5.7%) Est. Cost $36.53 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $385 (+5.8%) Shares 2,313 (+24.6%) Est. Cost $96.41 Unrealized +73.5%
EBND SPDR SERIES TRUST 0.0%
Value ($000) $348 (+6.3%) Shares 16,300 (+6.3%) Est. Cost $22.26 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $212 (+10.7%) Shares 11,236 (+10.6%) Est. Cost $18.81 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $259 (+8.4%) Shares 34,393 (+38.1%) Est. Cost $7.05 Unrealized +33.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,692 (+1.2%) Shares 3,498 (+4.5%) Est. Cost $424.93 Unrealized +12.1%
MARB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $438 (+4.7%) Shares 21,235 (+2.9%) Est. Cost $19.86 Unrealized
DBAW DBX ETF TR 0.0%
Value ($000) $313 (+6.6%) Shares 7,582 (+1.9%) Est. Cost $21.51 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $637 (-2.9%) Shares 6,030 (+5.7%) Est. Cost $114.51 Unrealized
SSRM SSR MINING IN 0.0%
Value ($000) $281 (-6.2%) Shares 12,833 (+4.4%) Est. Cost $11.74 Unrealized +89.6%
ORC ORCHID IS CAP INC 0.0%
Value ($000) $139 (+14.8%) Shares 19,248 (+11.8%) Est. Cost $7.03 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $572 (+3.2%) Shares 5,756 (+4.4%) Est. Cost $90.32 Unrealized +9.4%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $105 (+19.8%) Shares 15,479 (+11.7%) Est. Cost $7.36 Unrealized -13.6%
LAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $581 (+2.9%) Shares 23,112 (+3.0%) Est. Cost $25.15 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $282 (+6.2%) Shares 5,407 (+1.5%) Est. Cost $45.01 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,105 (+1.5%) Shares 3,284 (+2.8%) Est. Cost $259.73 Unrealized +31.2%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $303 (+5.5%) Shares 17,440 (+6.0%) Est. Cost $26.82 Unrealized -34.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $648 (+2.5%) Shares 17,503 (+8.6%) Est. Cost $56.09 Unrealized -35.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $455 (-3.3%) Shares 9,522 (+2.0%) Est. Cost $33.86 Unrealized +39.1%
COWG PACER FDS TR 0.0%
Value ($000) $854 (-1.8%) Shares 24,262 (+1.2%) Est. Cost $36.29 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $260 (+6.3%) Shares 4,361 (+2.4%) Est. Cost $45.61 Unrealized +28.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $360 (-4.0%) Shares 926 (+4.0%) Est. Cost $308.74 Unrealized +34.0%
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $354 (+4.4%) Shares 3,829 (+3.4%) Est. Cost $91.58 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $615 (-2.3%) Shares 8,324 (+6.6%) Est. Cost $65.60 Unrealized +19.4%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $652 (+2.3%) Shares 5,999 (+5.8%) Est. Cost $109.02 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $595 (+2.5%) Shares 3,737 (+4.2%) Est. Cost $96.00 Unrealized +72.2%
USXF ISHARES TR 0.0%
Value ($000) $587 (+2.4%) Shares 10,197 (+1.9%) Est. Cost $18.04 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $422 (+3.4%) Shares 5,232 (+2.7%) Est. Cost $70.94 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $41 (-25.0%) Shares 10,965 (+5.6%) Est. Cost $5.43 Unrealized -26.6%
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $219 (+6.6%) Shares 928 (+5.6%) Est. Cost $233.84 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $266 (+5.3%) Shares 4,430 (+3.9%) Est. Cost $60.51 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $282 (+5.0%) Shares 702 (+1.3%) Est. Cost $307.98 Unrealized +32.1%
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $235 (+5.9%) Shares 4,804 (+1.6%) Est. Cost $44.75 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $541 (-2.4%) Shares 1,875 (+1.6%) Est. Cost $248.46 Unrealized +16.2%
SUB ISHARES TR 0.0%
Value ($000) $310 (+4.4%) Shares 2,905 (+4.5%) Est. Cost $106.77 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1,253 (+1.0%) Shares 5,006 (+3.5%) Est. Cost $174.84 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $2,622 (+0.5%) Shares 17,116 (+503.5%) Est. Cost $173.05 Unrealized -0.9%
LOW LOWES COS INC 0.0%
Value ($000) $630 (+2.0%) Shares 2,612 (+6.2%) Est. Cost $210.24 Unrealized +14.1%
DFGP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,852 (+0.7%) Shares 34,249 (+3.4%) Est. Cost $54.37 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $461 (-2.5%) Shares 2,065 (+4.0%) Est. Cost $193.64 Unrealized +17.4%
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $283 (+4.4%) Shares 4,849 (+2.7%) Est. Cost $57.39 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $389 (+3.1%) Shares 16,692 (+11.0%) Est. Cost $3.71 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $261 (+4.5%) Shares 5,306 (+4.9%) Est. Cost $50.73 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,474 (-0.4%) Shares 14,259 (+5.4%) Est. Cost $174.02 Unrealized -1.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,443 (-0.7%) Shares 5,859 (+5.1%) Est. Cost $252.37 Unrealized -1.9%
LOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $593 (+1.8%) Shares 24,859 (+1.6%) Est. Cost $23.81 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.0%
Value ($000) $276 (+4.0%) Shares 19,600 (+7.1%) Est. Cost $14.45 Unrealized
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $221 (+4.8%) Shares 2,534 (+37.1%) Est. Cost $106.74 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1,333 (+0.8%) Shares 56,254 (+5.2%) Est. Cost $29.46 Unrealized -20.9%
QAI NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $711 (+1.4%) Shares 21,228 (+1.8%) Est. Cost $14.52 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $516 (+1.7%) Shares 7,699 (+2.6%) Est. Cost $53.99 Unrealized +19.5%
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $109 (+7.9%) Shares 16,483 (+9.7%) Est. Cost $7.36 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $454 (+1.7%) Shares 1,648 (+6.5%) Est. Cost $315.76 Unrealized -11.6%
SCMB SCHWAB STRATEGIC TR 0.0%
Value ($000) $430 (+1.8%) Shares 16,679 (+1.2%) Est. Cost $25.48 Unrealized
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $1 (-89.9%) Shares 65,142 (+159.1%) Est. Cost $0.13 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $815 (+0.9%) Shares 11,324 (+3.1%) Est. Cost $67.15 Unrealized
SPBO SPDR SERIES TRUST 0.0%
Value ($000) $811 (+0.9%) Shares 27,628 (+1.9%) Est. Cost $0.95 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $257 (+2.8%) Shares 4,047 (+5.3%) Est. Cost $64.96 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $282 (+2.3%) Shares 5,953 (+2.5%) Est. Cost $48.28 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $295 (-1.9%) Shares 2,400 (+10.5%) Est. Cost $130.86 Unrealized -1.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $221 (-2.0%) Shares 1,694 (+4.5%) Est. Cost $132.59 Unrealized +0.4%
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $175 (-2.3%) Shares 12,739 (+1.3%) Est. Cost $2.60 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $205 (-1.9%) Shares 460 (+6.2%) Est. Cost $480.97 Unrealized
FXY INVESCO CURRENCYSHARES JAPAN 0.0%
Value ($000) $464 (+0.8%) Shares 7,905 (+6.9%) Est. Cost $63.46 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $3,826 (+0.1%) Shares 67,881 (+7.9%) Est. Cost $53.33 Unrealized +7.5%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,113 (+0.3%) Shares 8,557 (+3.6%) Est. Cost $108.40 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,160 (-0.3%) Shares 11,980 (+1.6%) Est. Cost $80.99 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $349 (+0.7%) Shares 6,938 (+1.0%) Est. Cost $34.66 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $403 (-0.5%) Shares 1,768 (+7.9%) Est. Cost $229.32 Unrealized -7.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $210 (+0.8%) Shares 8,197 (+13.3%) Est. Cost $34.22 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $252 (-0.5%) Shares 1,955 (+9.2%) Est. Cost $131.59 Unrealized +2.4%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,180 (-0.1%) Shares 54,026 (+4.4%) Est. Cost $24.21 Unrealized
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $552 (+0.2%) Shares 15,646 (+3.4%) Est. Cost $35.72 Unrealized

Exited Positions (108)

ISHARES TR 0.2%
Value ($000) $9,405 Shares 402,532 Est. Cost $20.63 Unrealized
ELCV STRATEGY SHS 0.2%
Value ($000) $7,327 Shares 273,967 Est. Cost $24.86 Unrealized
SOVF ELEVATION SERIES TRUST 0.2%
Value ($000) $7,012 Shares 231,534 Est. Cost $23.40 Unrealized
TPSC TIMOTHY PLAN 0.1%
Value ($000) $5,928 Shares 142,608 Est. Cost $37.63 Unrealized
HYDB ISHARES TR 0.1%
Value ($000) $2,901 Shares 60,640 Est. Cost $47.08 Unrealized
AMCOR PLC 0.0%
Value ($000) $1,817 Shares 222,108 Est. Cost $9.26 Unrealized -10.9%
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $1,810 Shares 48,678 Est. Cost $29.00 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $1,348 Shares 37,784 Est. Cost $50.51 Unrealized -25.9%
DHI D R HORTON INC 0.0%
Value ($000) $1,215 Shares 7,170 Est. Cost $133.12 Unrealized +14.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1,161 Shares 6,093 Est. Cost $141.41 Unrealized +28.7%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $1,083 Shares 27,632 Est. Cost $39.18 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $1,043 Shares 10,268 Est. Cost $95.61 Unrealized
MILN GLOBAL X FDS 0.0%
Value ($000) $1,031 Shares 20,842 Est. Cost $25.67 Unrealized
FISV FISERV INC 0.0%
Value ($000) $879 Shares 6,818 Est. Cost $139.33 Unrealized -39.8%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $862 Shares 5,584 Est. Cost $128.05 Unrealized -10.6%
PROSHARES TR 0.0%
Value ($000) $831 Shares 54,537 Est. Cost $15.23 Unrealized
EDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $732 Shares 18,843 Est. Cost $35.40 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $643 Shares 18,514 Est. Cost $30.52 Unrealized
GDLC GRAYSCALE COINDESK CRYPTO 0.0%
Value ($000) $614 Shares 10,978 Est. Cost $55.90 Unrealized
SNEX STONEX GROUP INC 0.0%
Value ($000) $593 Shares 5,879 Est. Cost $95.50 Unrealized -1.3%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $553 Shares 23,967 Est. Cost $23.09 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $537 Shares 30,220 Est. Cost $17.77 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $512 Shares 10,434 Est. Cost $46.94 Unrealized -10.5%
LINK INTERLINK ELECTRS INC 0.0%
Value ($000) $510 Shares 40,112 Est. Cost $5.59 Unrealized -7.5%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $507 Shares 1,492 Est. Cost $283.87 Unrealized +21.4%
PTLC PACER FDS TR 0.0%
Value ($000) $492 Shares 8,982 Est. Cost $53.39 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $471 Shares 6,140 Est. Cost $72.01 Unrealized
CMDT PIMCO ETF TR 0.0%
Value ($000) $463 Shares 16,882 Est. Cost $27.40 Unrealized
FLRT PACER FDS TR 0.0%
Value ($000) $440 Shares 9,283 Est. Cost $39.48 Unrealized
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $433 Shares 82,496 Est. Cost $4.03 Unrealized +33.6%
IESC IES HLDGS INC 0.0%
Value ($000) $431 Shares 1,083 Est. Cost $344.15 Unrealized +16.8%
TPHD TIMOTHY PLAN 0.0%
Value ($000) $414 Shares 10,520 Est. Cost $22.70 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $410 Shares 4,347 Est. Cost $94.31 Unrealized
LCID LUCID GROUP INC 0.0%
Value ($000) $402 Shares 16,899 Est. Cost $22.60 Unrealized -29.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $369 Shares 1,919 Est. Cost $209.16 Unrealized -13.8%
IR INGERSOLL RAND INC 0.0%
Value ($000) $364 Shares 4,400 Est. Cost $83.56 Unrealized -5.5%
CMCL CALEDONIA MNG CORP PLC 0.0%
Value ($000) $360 Shares 9,951 Est. Cost $25.44 Unrealized +15.6%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $360 Shares 9,291 Est. Cost $32.15 Unrealized +30.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $354 Shares 2,100 Est. Cost $136.83 Unrealized +22.7%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $352 Shares 30,289 Est. Cost $10.96 Unrealized +9.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $350 Shares 4,496 Est. Cost $32.25 Unrealized +15.9%
UTES ETFIS SER TR I 0.0%
Value ($000) $332 Shares 3,983 Est. Cost $83.44 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $329 Shares 7,186 Est. Cost $12.24 Unrealized
CORECARD CORPORATION 0.0%
Value ($000) $314 Shares 11,667 Est. Cost $26.92 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $313 Shares 26,000 Est. Cost $11.74 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $312 Shares 571 Est. Cost $512.40 Unrealized +7.3%
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $300 Shares 4,370 Est. Cost $71.33 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $299 Shares 3,528 Est. Cost $79.04 Unrealized +22.4%
AZO AUTOZONE INC 0.0%
Value ($000) $287 Shares 67 Est. Cost $4011.66 Unrealized -5.8%
ONC BEONE MEDICINES LTD 0.0%
Value ($000) $286 Shares 840 Est. Cost $340.70 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $284 Shares 20,327 Est. Cost $20.57 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $282 Shares 5,433 Est. Cost $50.65 Unrealized -20.0%
ITRI ITRON INC 0.0%
Value ($000) $279 Shares 2,243 Est. Cost $113.70 Unrealized -4.2%
IRM IRON MTN INC DEL 0.0%
Value ($000) $271 Shares 2,655 Est. Cost $109.54 Unrealized -15.3%
AMBA AMBARELLA INC 0.0%
Value ($000) $262 Shares 3,169 Est. Cost $72.62 Unrealized +11.3%
IAGG ISHARES TR 0.0%
Value ($000) $259 Shares 5,051 Est. Cost $51.23 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $258 Shares 2,588 Est. Cost $64.10 Unrealized
ACM AECOM 0.0%
Value ($000) $254 Shares 1,946 Est. Cost $84.45 Unrealized +38.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $254 Shares 3,516 Est. Cost $70.29 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $248 Shares 5,957 Est. Cost $42.28 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $247 Shares 16,282 Est. Cost $11.45 Unrealized +47.7%
ADSK AUTODESK INC 0.0%
Value ($000) $244 Shares 767 Est. Cost $252.35 Unrealized +19.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $244 Shares 14,106 Est. Cost $12.71 Unrealized +28.1%
AIVI WISDOMTREE TR 0.0%
Value ($000) $243 Shares 4,896 Est. Cost $49.63 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $238 Shares 5,736 Est. Cost $41.55 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $237 Shares 3,233 Est. Cost $71.44 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $236 Shares 515 Est. Cost $460.50 Unrealized -13.0%
MTZ MASTEC INC 0.0%
Value ($000) $234 Shares 1,100 Est. Cost $183.12 Unrealized +14.6%
WLDN WILLDAN GROUP INC 0.0%
Value ($000) $233 Shares 2,410 Est. Cost $94.65 Unrealized +4.0%
EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $232 Shares 9,265 Est. Cost $25.07 Unrealized
ANIP ANI PHARMACEUTICALS INC 0.0%
Value ($000) $221 Shares 2,418 Est. Cost $81.54 Unrealized +6.2%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $221 Shares 12,975 Est. Cost $20.00 Unrealized
ANSC AGRICULTURE & NAT SOL ACQ CO 0.0%
Value ($000) $221 Shares 20,240 Est. Cost $10.90 Unrealized +1.8%
DUOL DUOLINGO INC 0.0%
Value ($000) $220 Shares 683 Est. Cost $205.07 Unrealized +14.9%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $219 Shares 1,284 Est. Cost $153.12 Unrealized +12.5%
ILCB ISHARES TR 0.0%
Value ($000) $216 Shares 2,335 Est. Cost $92.41 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $215 Shares 4,408 Est. Cost $46.18 Unrealized -5.7%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $214 Shares 10,785 Est. Cost $20.17 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $213 Shares 1,212 Est. Cost $161.24 Unrealized +7.2%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $213 Shares 7,789 Est. Cost $27.31 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $212 Shares 785 Est. Cost $228.35 Unrealized +38.8%
DBX DROPBOX INC 0.0%
Value ($000) $211 Shares 6,997 Est. Cost $25.00 Unrealized +16.5%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $211 Shares 2,284 Est. Cost $71.92 Unrealized +14.6%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $210 Shares 1,314 Est. Cost $167.72 Unrealized -7.6%
INDY ISHARES TR 0.0%
Value ($000) $209 Shares 4,108 Est. Cost $54.05 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $209 Shares 3,090 Est. Cost $9.87 Unrealized
HYDW DBX ETF TR 0.0%
Value ($000) $208 Shares 4,400 Est. Cost $47.29 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $208 Shares 6,037 Est. Cost $34.34 Unrealized +5.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $207 Shares 2,262 Est. Cost $64.04 Unrealized +27.8%
BITS GLOBAL X FDS 0.0%
Value ($000) $206 Shares 2,121 Est. Cost $97.00 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $205 Shares 166 Est. Cost $1234.29 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $204 Shares 2,369 Est. Cost $75.43 Unrealized +6.4%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 8,106 Est. Cost $24.93 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $201 Shares 1,700 Est. Cost $93.51 Unrealized +21.5%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $201 Shares 3,030 Est. Cost $62.42 Unrealized
BITF BITFARMS LTD 0.0%
Value ($000) $199 Shares 70,396 Est. Cost $1.55 Unrealized +120.7%
FSK FS KKR CAP CORP 0.0%
Value ($000) $187 Shares 12,528 Est. Cost $18.13 Unrealized -18.9%
VALKYRIE ETF TRUST II 0.0%
Value ($000) $175 Shares 10,095 Est. Cost $13.16 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $160 Shares 10,563 Est. Cost $13.45 Unrealized
AMDL GRANITESHARES ETF TR 0.0%
Value ($000) $157 Shares 15,209 Est. Cost $10.33 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $151 Shares 87,134 Est. Cost $1.70 Unrealized
CXDO CREXENDO INC 0.0%
Value ($000) $138 Shares 21,225 Est. Cost $5.55 Unrealized +17.8%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $136 Shares 10,675 Est. Cost $13.43 Unrealized -8.0%
SANDSTORM GOLD LTD 0.0%
Value ($000) $126 Shares 10,063 Est. Cost $12.52 Unrealized
ZVIA ZEVIA PBC 0.0%
Value ($000) $77 Shares 28,162 Est. Cost $2.71 Unrealized -8.3%
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $66 Shares 10,574 Est. Cost $9.98 Unrealized -42.3%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $61 Shares 11,367 Est. Cost $5.87 Unrealized -21.9%
ASSERTIO HOLDINGS INC 0.0%
Value ($000) $16 Shares 18,000 Est. Cost $0.67 Unrealized

Decreased Positions (371)

BRIF NEOS ETF TRUST 0.1%
Value ($000) $2,178 (-97.7%) Shares 72,518 (-97.7%) Est. Cost $24.98 Unrealized
ESUM STRATEGY SHS 0.0%
Value ($000) $997 (-97.4%) Shares 37,032 (-97.3%) Est. Cost $23.90 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $31,485 (-39.6%) Shares 158,521 (-40.8%) Est. Cost $69.35 Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $908 (-93.9%) Shares 37,512 (-93.9%) Est. Cost $24.43 Unrealized
OAIM UNIFIED SER TR 0.0%
Value ($000) $247 (-97.1%) Shares 5,964 (-97.2%) Est. Cost $33.21 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $874 (-87.4%) Shares 34,841 (-87.4%) Est. Cost $36.59 Unrealized
ISMD NORTHERN LTS FD TR IV 0.0%
Value ($000) $200 (-96.8%) Shares 5,189 (-96.8%) Est. Cost $7.35 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $12,515 (-32.1%) Shares 70,406 (-30.3%) Est. Cost $70.47 Unrealized +156.9%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $571 (-91.1%) Shares 21,564 (-91.0%) Est. Cost $41.78 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $625 (-90.4%) Shares 25,665 (-90.4%) Est. Cost $35.43 Unrealized
MBSD FLEXSHARES TR 0.0%
Value ($000) $291 (-95.3%) Shares 14,031 (-95.2%) Est. Cost $16.08 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $19,917 (-21.8%) Shares 195,895 (-20.8%) Est. Cost $99.38 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $3,974 (-57.2%) Shares 38,812 (-56.8%) Est. Cost $77.36 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $15,355 (+37.6%) Shares 14,288 (-2.3%) Est. Cost $698.61 Unrealized +36.8%
EFV ISHARES TR 0.7%
Value ($000) $30,824 (-11.1%) Shares 431,644 (-15.5%) Est. Cost $46.49 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1,934 (-65.1%) Shares 28,352 (-61.9%) Est. Cost $49.62 Unrealized +41.7%
NLR VANECK ETF TRUST 0.1%
Value ($000) $3,322 (-46.1%) Shares 26,746 (-41.1%) Est. Cost $87.06 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $10,939 (-19.2%) Shares 43,553 (-21.5%) Est. Cost $100.56 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $7,225 (-24.6%) Shares 37,718 (-25.3%) Est. Cost $160.53 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,027 (-69.6%) Shares 18,136 (-70.3%) Est. Cost $42.75 Unrealized
QUS SPDR SERIES TRUST 0.1%
Value ($000) $4,461 (-34.0%) Shares 25,608 (-35.1%) Est. Cost $2.01 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $7,444 (+42.4%) Shares 115,549 (-6.3%) Est. Cost $29.22 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $697 (-76.0%) Shares 13,459 (-76.8%) Est. Cost $41.45 Unrealized
MSTB ETF SER SOLUTIONS 0.2%
Value ($000) $9,366 (-18.8%) Shares 234,611 (-19.1%) Est. Cost $34.02 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $975 (-68.1%) Shares 25,173 (-68.7%) Est. Cost $29.97 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $3,399 (-37.6%) Shares 70,684 (-37.1%) Est. Cost $23.77 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $249 (-88.4%) Shares 18,770 (-88.3%) Est. Cost $15.95 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $10,255 (+21.9%) Shares 32,679 (-5.4%) Est. Cost $156.32 Unrealized +83.2%
TFLO ISHARES TR 0.1%
Value ($000) $2,446 (-41.6%) Shares 48,482 (-41.4%) Est. Cost $8.49 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $2,528 (-40.3%) Shares 3,752 (-36.4%) Est. Cost $139.41 Unrealized +352.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $2,433 (-40.1%) Shares 29,773 (-28.1%) Est. Cost $72.30 Unrealized +24.5%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $808 (-66.5%) Shares 16,986 (-56.1%) Est. Cost $45.92 Unrealized
ROOT ROOT INC 0.0%
Value ($000) $422 (-76.4%) Shares 5,839 (-70.8%) Est. Cost $118.08 Unrealized -32.5%
GE GE AEROSPACE 0.2%
Value ($000) $9,196 (-12.6%) Shares 29,853 (-14.6%) Est. Cost $158.16 Unrealized +90.2%
AGG ISHARES TR 0.1%
Value ($000) $6,006 (-17.8%) Shares 60,131 (-17.5%) Est. Cost $49.18 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1,028 (-55.5%) Shares 16,131 (-51.3%) Est. Cost $92.21 Unrealized -29.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $817 (-60.6%) Shares 4,404 (-57.3%) Est. Cost $208.89 Unrealized -10.8%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $206 (-85.9%) Shares 1,157 (-84.6%) Est. Cost $148.72 Unrealized +25.9%
IWY ISHARES TR 0.0%
Value ($000) $2,056 (-37.5%) Shares 7,424 (-38.2%) Est. Cost $182.05 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $38,320 (+3.2%) Shares 110,719 (-1.6%) Est. Cost $157.26 Unrealized +127.0%
JBL JABIL INC 0.0%
Value ($000) $787 (-59.5%) Shares 3,451 (-61.4%) Est. Cost $136.16 Unrealized +56.6%
ZTS ZOETIS INC 0.0%
Value ($000) $290 (-79.6%) Shares 2,303 (-76.3%) Est. Cost $163.72 Unrealized -20.4%
PTNQ PACER FDS TR 0.0%
Value ($000) $323 (-76.9%) Shares 4,108 (-77.2%) Est. Cost $38.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $10,505 (-9.1%) Shares 257,915 (-1.9%) Est. Cost $37.39 Unrealized +8.3%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,733 (-36.9%) Shares 8,914 (-23.7%) Est. Cost $217.25 Unrealized -3.3%
COWZ PACER FDS TR 0.0%
Value ($000) $936 (-51.7%) Shares 15,556 (-53.9%) Est. Cost $40.81 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $1,126 (-46.9%) Shares 50,840 (-47.6%) Est. Cost $19.76 Unrealized +3.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $6,238 (+18.8%) Shares 10,889 (-1.1%) Est. Cost $289.84 Unrealized +91.7%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,440 (-39.8%) Shares 44,210 (-41.7%) Est. Cost $12.24 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $4,519 (+26.1%) Shares 21,099 (-4.7%) Est. Cost $135.99 Unrealized +65.2%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $3,229 (-21.3%) Shares 24,640 (-12.4%) Est. Cost $102.68 Unrealized +34.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,468 (-25.8%) Shares 4,328 (-20.7%) Est. Cost $419.44 Unrealized +38.0%
MRK MERCK & CO INC 0.1%
Value ($000) $4,848 (+21.3%) Shares 46,056 (-3.3%) Est. Cost $97.34 Unrealized -4.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $8,471 (-9.0%) Shares 59,110 (-2.4%) Est. Cost $154.92 Unrealized -5.0%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $1,310 (-38.6%) Shares 13,478 (-38.1%) Est. Cost $63.73 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $2,366 (-25.3%) Shares 99,809 (-24.9%) Est. Cost $23.76 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $1,227 (-38.9%) Shares 6,741 (-37.2%) Est. Cost $175.05 Unrealized +4.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $2,151 (-26.3%) Shares 52,320 (-15.3%) Est. Cost $46.88 Unrealized -11.4%
MSTR STRATEGY INC 0.0%
Value ($000) $655 (-53.4%) Shares 4,310 (-1.1%) Est. Cost $215.49 Unrealized +6.8%
HERO GLOBAL X FDS 0.0%
Value ($000) $757 (-48.8%) Shares 25,439 (-41.7%) Est. Cost $15.16 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $2,768 (-20.5%) Shares 101,546 (-18.4%) Est. Cost $25.38 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $1,413 (-33.4%) Shares 17,124 (-34.9%) Est. Cost $50.05 Unrealized
IAU ISHARES GOLD TR 0.6%
Value ($000) $24,614 (+2.9%) Shares 303,238 (-7.7%) Est. Cost $53.80 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $4,001 (-15.0%) Shares 21,720 (-6.0%) Est. Cost $168.18 Unrealized +20.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $290 (-70.5%) Shares 7,491 (-61.4%) Est. Cost $49.36 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $6,387 (-9.8%) Shares 7,406 (-3.2%) Est. Cost $745.45 Unrealized +21.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $1,382 (-33.4%) Shares 12,144 (-32.9%) Est. Cost $116.25 Unrealized -5.8%
T AT&T INC 0.1%
Value ($000) $3,372 (-16.0%) Shares 135,748 (-4.6%) Est. Cost $17.34 Unrealized +45.8%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $828 (-43.3%) Shares 58,427 (-40.3%) Est. Cost $16.64 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1,724 (-26.5%) Shares 18,900 (-13.2%) Est. Cost $89.53 Unrealized +9.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $889 (-41.1%) Shares 12,998 (-22.6%) Est. Cost $61.21 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $13,481 (-4.3%) Shares 143,176 (-3.3%) Est. Cost $56.62 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $12,331 (-4.6%) Shares 215,423 (-4.8%) Est. Cost $28.61 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $652 (-47.2%) Shares 15,926 (-48.3%) Est. Cost $38.58 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $472 (-54.0%) Shares 2,089 (-31.3%) Est. Cost $271.46 Unrealized +9.8%
XJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $263 (-67.3%) Shares 7,143 (-68.0%) Est. Cost $36.03 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,537 (-25.9%) Shares 74,229 (-25.9%) Est. Cost $20.71 Unrealized
ESLT ELBIT SYS LTD 0.0%
Value ($000) $1,160 (-30.2%) Shares 2,008 (-38.4%) Est. Cost $408.62 Unrealized +22.5%
CERY SPDR SERIES TRUST 0.0%
Value ($000) $1,240 (-28.7%) Shares 43,419 (-28.4%) Est. Cost $27.73 Unrealized
IGRO ISHARES TR 0.1%
Value ($000) $3,606 (-12.1%) Shares 43,562 (-15.4%) Est. Cost $46.09 Unrealized
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $3,490 (-12.3%) Shares 79,474 (-13.9%) Est. Cost $1.98 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $2,399 (+25.2%) Shares 4,236 (-1.1%) Est. Cost $447.18 Unrealized +19.1%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $747 (-38.8%) Shares 4,550 (-35.2%) Est. Cost $123.59 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $504 (-48.4%) Shares 2,263 (-47.9%) Est. Cost $202.20 Unrealized +17.7%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $228 (-67.2%) Shares 11,916 (-63.7%) Est. Cost $12.51 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $496 (-46.7%) Shares 5,106 (-51.5%) Est. Cost $82.38 Unrealized +8.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,451 (-23.0%) Shares 7,362 (-16.2%) Est. Cost $88.57 Unrealized +138.8%
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,477 (-22.5%) Shares 37,001 (-23.8%) Est. Cost $36.06 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $2,895 (-12.5%) Shares 61,790 (-13.5%) Est. Cost $41.08 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $4,730 (+9.3%) Shares 16,431 (-1.4%) Est. Cost $241.10 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $1,246 (-23.5%) Shares 34,065 (-17.1%) Est. Cost $31.69 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $4,719 (+8.7%) Shares 18,364 (-13.4%) Est. Cost $131.71 Unrealized +81.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $925 (-28.3%) Shares 4,557 (-15.5%) Est. Cost $217.27 Unrealized -2.7%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $648 (-34.7%) Shares 11,349 (-35.9%) Est. Cost $11.58 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1,154 (-22.9%) Shares 31,839 (-24.6%) Est. Cost $11.23 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3,191 (-9.7%) Shares 43,340 (-11.7%) Est. Cost $44.84 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $191 (-64.0%) Shares 10,043 (-63.1%) Est. Cost $19.05 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1,485 (-18.6%) Shares 1,834 (-4.0%) Est. Cost $488.29 Unrealized +77.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $622 (-35.1%) Shares 20,355 (-38.6%) Est. Cost $24.44 Unrealized +14.1%
FTNT FORTINET INC 0.0%
Value ($000) $283 (-53.9%) Shares 3,565 (-51.2%) Est. Cost $79.56 Unrealized +4.3%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $151 (-68.6%) Shares 15,174 (-49.4%) Est. Cost $7.13 Unrealized +101.7%
SHYG ISHARES TR 0.1%
Value ($000) $5,088 (-6.0%) Shares 118,693 (-5.1%) Est. Cost $14.71 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $670 (-32.5%) Shares 2,399 (-29.0%) Est. Cost $142.76 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $2,709 (+13.4%) Shares 27,311 (-4.5%) Est. Cost $113.50 Unrealized -18.3%
LEN LENNAR CORP 0.0%
Value ($000) $238 (-57.3%) Shares 2,311 (-47.6%) Est. Cost $87.47 Unrealized +38.0%
TLT ISHARES TR 0.1%
Value ($000) $5,632 (-5.2%) Shares 64,617 (-2.8%) Est. Cost $53.53 Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $12,808 (-2.4%) Shares 120,034 (-4.4%) Est. Cost $96.14 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1,728 (-14.6%) Shares 7,876 (-12.2%) Est. Cost $195.44 Unrealized +24.9%
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,830 (-13.9%) Shares 16,846 (-14.1%) Est. Cost $63.11 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $2,281 (-11.3%) Shares 112,735 (-10.6%) Est. Cost $17.81 Unrealized +11.1%
TMAT NORTHERN LTS FD TR IV 0.0%
Value ($000) $1,674 (-14.8%) Shares 66,933 (-7.8%) Est. Cost $9.09 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $13,083 (-2.2%) Shares 33,013 (-12.2%) Est. Cost $151.05 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $2,267 (-11.0%) Shares 12,057 (-2.9%) Est. Cost $180.46 Unrealized +4.3%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $396 (-41.5%) Shares 35,233 (-39.6%) Est. Cost $11.50 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $960 (-22.4%) Shares 7,629 (-12.6%) Est. Cost $118.59 Unrealized +18.7%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,550 (-15.1%) Shares 5,557 (-1.5%) Est. Cost $162.45 Unrealized +73.3%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1,218 (-18.4%) Shares 1,305 (-27.8%) Est. Cost $332.13 Unrealized +177.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $2,388 (-10.3%) Shares 7,370 (-4.1%) Est. Cost $279.83 Unrealized +19.4%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $541 (-33.3%) Shares 30,065 (-28.3%) Est. Cost $18.95 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $742 (-26.3%) Shares 2,007 (-3.3%) Est. Cost $448.54 Unrealized -10.8%
DRIV GLOBAL X FDS 0.0%
Value ($000) $207 (-56.0%) Shares 7,012 (-58.0%) Est. Cost $16.15 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,170 (-18.2%) Shares 17,177 (-20.0%) Est. Cost $48.63 Unrealized
DTCR GLOBAL X FDS 0.0%
Value ($000) $1,146 (-18.4%) Shares 54,330 (-20.8%) Est. Cost $17.23 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $4,371 (-5.5%) Shares 91,054 (-2.7%) Est. Cost $26.05 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1,720 (-12.8%) Shares 23,666 (-19.0%) Est. Cost $22.83 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $429 (-36.0%) Shares 213 (-25.8%) Est. Cost $2177.10 Unrealized -3.5%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $1,044 (-18.6%) Shares 30,875 (-18.4%) Est. Cost $17.91 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $768 (-23.7%) Shares 4,717 (-20.2%) Est. Cost $122.73 Unrealized +37.6%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $354 (-40.0%) Shares 6,221 (-29.3%) Est. Cost $58.14 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $205 (-53.0%) Shares 1,219 (-53.9%) Est. Cost $135.49 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1,565 (-12.7%) Shares 5,006 (-1.9%) Est. Cost $283.21 Unrealized +15.2%
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $5,171 (-4.2%) Shares 171,234 (-3.9%) Est. Cost $18.37 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $1,055 (-17.5%) Shares 24,681 (-8.0%) Est. Cost $30.49 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $218 (-50.6%) Shares 4,825 (-52.0%) Est. Cost $39.48 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $293 (-43.0%) Shares 3,204 (-47.8%) Est. Cost $62.78 Unrealized +43.3%
NJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $352 (-38.4%) Shares 11,157 (-39.8%) Est. Cost $29.75 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $559 (-28.1%) Shares 5,600 (-24.8%) Est. Cost $81.90 Unrealized +24.5%
BUFR FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $28,826 (+0.7%) Shares 841,382 (-1.7%) Est. Cost $22.95 Unrealized
DE DEERE & CO 0.1%
Value ($000) $4,916 (-4.2%) Shares 10,558 (-5.9%) Est. Cost $362.62 Unrealized +29.0%
CLS CELESTICA INC 0.0%
Value ($000) $1,484 (-12.5%) Shares 5,021 (-27.1%) Est. Cost $106.30 Unrealized +183.5%
SRE SEMPRA 0.0%
Value ($000) $862 (-19.4%) Shares 9,767 (-17.9%) Est. Cost $74.60 Unrealized +21.4%
FN FABRINET 0.0%
Value ($000) $1,416 (+17.2%) Shares 3,110 (-6.1%) Est. Cost $299.75 Unrealized +45.1%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $997 (-17.0%) Shares 21,546 (-16.8%) Est. Cost $12.52 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $400 (-33.4%) Shares 2,727 (-18.7%) Est. Cost $102.66 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $848 (-18.8%) Shares 6,834 (-10.1%) Est. Cost $61.07 Unrealized +113.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,920 (+7.1%) Shares 5,038 (-10.4%) Est. Cost $500.12 Unrealized +13.0%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $445 (-30.1%) Shares 5,322 (-6.2%) Est. Cost $34.43 Unrealized +201.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $270 (-41.4%) Shares 2,294 (-44.3%) Est. Cost $75.32 Unrealized +42.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1,878 (-8.9%) Shares 2,072 (-7.5%) Est. Cost $725.35 Unrealized +32.5%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $280 (-39.6%) Shares 3,768 (-40.7%) Est. Cost $76.10 Unrealized -5.4%
RYLD GLOBAL X FDS 0.0%
Value ($000) $1,420 (-11.0%) Shares 92,810 (-12.5%) Est. Cost $9.34 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $606 (-22.5%) Shares 1,290 (-18.6%) Est. Cost $519.38 Unrealized -14.5%
CSX CSX CORP 0.0%
Value ($000) $1,334 (-11.6%) Shares 36,799 (-13.4%) Est. Cost $30.97 Unrealized +15.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,066 (-14.1%) Shares 12,657 (-13.7%) Est. Cost $87.58 Unrealized -4.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $463 (-27.0%) Shares 17,217 (-28.5%) Est. Cost $19.63 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $239 (-41.5%) Shares 1,746 (-42.4%) Est. Cost $86.13 Unrealized +51.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $784 (+27.3%) Shares 15,435 (-1.7%) Est. Cost $39.75 Unrealized +9.0%
PFFV GLOBAL X FDS 0.0%
Value ($000) $367 (-31.2%) Shares 16,525 (-28.4%) Est. Cost $10.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $383 (-29.8%) Shares 14,620 (-31.2%) Est. Cost $20.46 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1,826 (-8.1%) Shares 19,179 (-8.2%) Est. Cost $47.82 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,126 (-12.4%) Shares 26,878 (-14.0%) Est. Cost $19.84 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $851 (-15.8%) Shares 16,170 (-13.7%) Est. Cost $40.30 Unrealized
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $675 (-19.1%) Shares 13,624 (-21.8%) Est. Cost $43.20 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $855 (-15.5%) Shares 12,701 (-7.9%) Est. Cost $57.23 Unrealized +17.5%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $4,582 (-3.2%) Shares 57,466 (-3.0%) Est. Cost $50.40 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $9,107 (-1.6%) Shares 179,068 (-1.2%) Est. Cost $24.62 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $301 (-32.6%) Shares 5,109 (-24.4%) Est. Cost $34.51 Unrealized +77.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $1,052 (-11.9%) Shares 2,523 (-8.8%) Est. Cost $464.31 Unrealized -10.5%
CDX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $613 (-18.8%) Shares 27,510 (-16.4%) Est. Cost $23.12 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $449 (+45.7%) Shares 6,185 (-1.5%) Est. Cost $28.95 Unrealized +146.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $559 (-20.1%) Shares 3,438 (-5.3%) Est. Cost $148.56 Unrealized +25.5%
BITO PROSHARES TR 0.0%
Value ($000) $123 (-53.3%) Shares 10,104 (-24.4%) Est. Cost $21.17 Unrealized
SPTS SPDR SERIES TRUST 0.2%
Value ($000) $7,395 (-1.9%) Shares 252,574 (-1.7%) Est. Cost $9.94 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $687 (-16.9%) Shares 41,657 (-13.6%) Est. Cost $9.43 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,148 (-10.8%) Shares 3,910 (-7.1%) Est. Cost $211.01 Unrealized +36.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,665 (+8.9%) Shares 30,862 (-8.9%) Est. Cost $47.51 Unrealized +0.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $298 (-31.4%) Shares 22,593 (-16.1%) Est. Cost $6.76 Unrealized +127.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,247 (-9.8%) Shares 5,991 (-6.9%) Est. Cost $132.11 Unrealized +54.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $892 (-13.1%) Shares 10,502 (-14.0%) Est. Cost $73.18 Unrealized +19.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,474 (-8.3%) Shares 12,574 (-3.2%) Est. Cost $97.90 Unrealized +24.2%
KLAC KLA CORP 0.1%
Value ($000) $2,232 (+6.2%) Shares 1,837 (-5.7%) Est. Cost $646.65 Unrealized +81.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $495 (-20.7%) Shares 4,689 (-13.9%) Est. Cost $96.82 Unrealized +13.9%
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value ($000) $491 (-20.5%) Shares 35,500 (-18.9%) Est. Cost $13.70 Unrealized
UNG UNITED STS NAT GAS FD LP 0.0%
Value ($000) $607 (-17.2%) Shares 49,540 (-11.8%) Est. Cost $14.11 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,941 (-6.1%) Shares 56,324 (-10.6%) Est. Cost $18.96 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $1,815 (-6.4%) Shares 5,162 (-1.6%) Est. Cost $349.28 Unrealized +4.1%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $642 (-16.1%) Shares 30,975 (-5.8%) Est. Cost $20.94 Unrealized +2.1%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,961 (-5.8%) Shares 27,346 (-9.4%) Est. Cost $25.09 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $1,883 (-6.0%) Shares 25,971 (-1.4%) Est. Cost $58.19 Unrealized +29.7%
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $202 (-36.9%) Shares 4,761 (-43.4%) Est. Cost $32.04 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $249 (-32.1%) Shares 10,535 (-31.3%) Est. Cost $23.92 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $458 (-19.8%) Shares 20,503 (-27.5%) Est. Cost $19.09 Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.0%
Value ($000) $564 (-16.7%) Shares 25,943 (-8.0%) Est. Cost $24.66 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,422 (-3.1%) Shares 45,694 (-4.8%) Est. Cost $43.56 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $249 (-30.2%) Shares 3,216 (-25.1%) Est. Cost $96.96 Unrealized -17.2%
COHEN & STEERS TAX ADVAN PFD 0.0%
Value ($000) $210 (-33.0%) Shares 10,900 (-29.2%) Est. Cost $19.22 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $203 (-33.8%) Shares 5,245 (-37.7%) Est. Cost $34.03 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,086 (-4.7%) Shares 390 (-3.9%) Est. Cost $4402.17 Unrealized +16.7%
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $935 (+12.3%) Shares 11,384 (-4.5%) Est. Cost $24.74 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $608 (-14.4%) Shares 5,599 (-6.2%) Est. Cost $119.82 Unrealized -4.5%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $373 (-21.2%) Shares 18,791 (-21.4%) Est. Cost $19.71 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $509 (-16.4%) Shares 9,327 (-7.4%) Est. Cost $43.36 Unrealized +26.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $4,325 (-2.2%) Shares 97,585 (-2.0%) Est. Cost $35.99 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $756 (-11.5%) Shares 12,359 (-12.8%) Est. Cost $20.77 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $292 (-25.0%) Shares 1,285 (-27.6%) Est. Cost $166.60 Unrealized +38.8%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $298 (-24.4%) Shares 3,309 (-21.7%) Est. Cost $96.26 Unrealized -4.6%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $10,429 (+0.9%) Shares 32,365 (-1.2%) Est. Cost $179.96 Unrealized +72.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $887 (-9.6%) Shares 17,932 (-7.5%) Est. Cost $23.96 Unrealized
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $46 (-67.1%) Shares 14,246 (-56.3%) Est. Cost $2.63 Unrealized +68.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,898 (+3.3%) Shares 36,100 (-2.8%) Est. Cost $68.71 Unrealized +20.1%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $295 (-23.4%) Shares 6,653 (-27.1%) Est. Cost $23.65 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $231 (+63.2%) Shares 23,087 (-2.1%) Est. Cost $2.04 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $242 (-26.9%) Shares 4,141 (-16.0%) Est. Cost $70.16 Unrealized -7.6%
MCK MCKESSON CORP 0.1%
Value ($000) $5,178 (-1.7%) Shares 6,312 (-7.4%) Est. Cost $504.55 Unrealized +61.6%
IDEV ISHARES TR 0.1%
Value ($000) $5,336 (+1.7%) Shares 64,696 (-1.2%) Est. Cost $4.52 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $191 (-31.4%) Shares 14,385 (-37.0%) Est. Cost $9.35 Unrealized +35.1%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $3,560 (-2.4%) Shares 107,813 (-12.4%) Est. Cost $19.69 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $345 (-19.6%) Shares 7,527 (-35.6%) Est. Cost $24.49 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $782 (-9.7%) Shares 23,630 (-12.4%) Est. Cost $19.23 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $258 (-24.4%) Shares 3,707 (-32.7%) Est. Cost $62.00 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $364 (-18.4%) Shares 1,407 (-2.3%) Est. Cost $169.68 Unrealized +55.7%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $457 (-15.2%) Shares 18,416 (-11.8%) Est. Cost $24.44 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $767 (-9.6%) Shares 10,138 (-10.5%) Est. Cost $39.20 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $646 (-11.2%) Shares 9,213 (-2.9%) Est. Cost $61.94 Unrealized +17.4%
LIN LINDE PLC 0.0%
Value ($000) $224 (-26.4%) Shares 524 (-18.0%) Est. Cost $432.02 Unrealized -1.1%
DGCB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,074 (-6.9%) Shares 19,806 (-4.8%) Est. Cost $36.05 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,163 (-6.4%) Shares 26,594 (-8.0%) Est. Cost $28.88 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,022 (+8.3%) Shares 1,162 (-6.6%) Est. Cost $553.95 Unrealized +47.6%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $284 (-21.6%) Shares 30,783 (-23.0%) Est. Cost $8.42 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $273 (-22.2%) Shares 5,358 (-15.1%) Est. Cost $55.49 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,670 (-4.4%) Shares 42,184 (-6.1%) Est. Cost $31.57 Unrealized
TYA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $244 (-23.8%) Shares 18,110 (-23.2%) Est. Cost $13.54 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1,225 (+6.4%) Shares 16,761 (-8.2%) Est. Cost $36.46 Unrealized +79.2%
CSGS CSG SYS INTL INC 0.0%
Value ($000) $504 (+16.9%) Shares 6,569 (-1.9%) Est. Cost $48.50 Unrealized +51.6%
XAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $906 (-7.4%) Shares 24,871 (-9.0%) Est. Cost $35.09 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $582 (-10.9%) Shares 9,756 (-8.0%) Est. Cost $56.01 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $1,122 (-5.9%) Shares 3,255 (-5.4%) Est. Cost $263.19 Unrealized +29.4%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $640 (-9.8%) Shares 2,033 (-11.8%) Est. Cost $272.53 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1,104 (+6.4%) Shares 26,716 (-17.9%) Est. Cost $30.56 Unrealized +13.9%
BA BOEING CO 0.0%
Value ($000) $1,664 (-3.7%) Shares 7,663 (-4.3%) Est. Cost $203.17 Unrealized +1.2%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $318 (-16.7%) Shares 4,045 (-24.8%) Est. Cost $49.22 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $2,630 (+2.5%) Shares 49,289 (-7.2%) Est. Cost $40.83 Unrealized +19.3%
NI NISOURCE INC 0.0%
Value ($000) $273 (-18.0%) Shares 6,528 (-15.0%) Est. Cost $38.24 Unrealized +11.5%
NDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $266 (-18.1%) Shares 9,589 (-20.1%) Est. Cost $24.84 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $232 (-20.2%) Shares 1,906 (-19.6%) Est. Cost $45.80 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $4,994 (-1.2%) Shares 131,325 (-1.8%) Est. Cost $35.84 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $6,515 (+0.9%) Shares 31,479 (-9.6%) Est. Cost $148.39 Unrealized +32.8%
FLEX FLEX LTD 0.1%
Value ($000) $2,262 (+2.5%) Shares 37,438 (-1.7%) Est. Cost $36.32 Unrealized +70.1%
BLACKROCK ESG CAP ALLC TERM 0.0%
Value ($000) $693 (-7.2%) Shares 45,076 (-1.0%) Est. Cost $16.40 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $227 (-19.0%) Shares 7,722 (-18.0%) Est. Cost $29.28 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1,695 (+3.1%) Shares 3,317 (-3.8%) Est. Cost $313.49 Unrealized +55.5%
MGTX MEIRAGTX HLDGS PLC 0.0%
Value ($000) $210 (-19.2%) Shares 26,424 (-16.3%) Est. Cost $6.92 Unrealized +20.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $417 (-10.5%) Shares 5,198 (-7.0%) Est. Cost $64.61 Unrealized +25.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,034 (-1.0%) Shares 183,510 (-1.4%) Est. Cost $28.89 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $1,071 (-4.2%) Shares 23,458 (-3.4%) Est. Cost $45.46 Unrealized
THY NORTHERN LIGHTS FD TR 0.0%
Value ($000) $225 (-17.4%) Shares 10,139 (-15.5%) Est. Cost $23.02 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,343 (-1.9%) Shares 50,468 (-3.7%) Est. Cost $24.35 Unrealized
WCC WESCO INTL INC 0.0%
Value ($000) $697 (-6.2%) Shares 2,849 (-18.9%) Est. Cost $102.99 Unrealized +137.8%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $339 (-11.9%) Shares 8,139 (-13.8%) Est. Cost $23.34 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $263 (-14.7%) Shares 3,150 (-26.9%) Est. Cost $35.09 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $202 (-18.0%) Shares 22,025 (-21.7%) Est. Cost $8.37 Unrealized +3.8%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $243 (-15.4%) Shares 3,203 (-13.4%) Est. Cost $26.12 Unrealized
PSR INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $204 (-17.6%) Shares 2,262 (-15.5%) Est. Cost $61.47 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $1,223 (-3.4%) Shares 2,131 (-4.5%) Est. Cost $496.32 Unrealized +12.8%
FTDS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $501 (-7.9%) Shares 8,860 (-9.4%) Est. Cost $55.58 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $948 (+4.7%) Shares 2,090 (-9.5%) Est. Cost $449.65 Unrealized -4.1%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $789 (+5.7%) Shares 9,358 (-1.9%) Est. Cost $63.73 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $1,686 (+2.5%) Shares 10,976 (-3.5%) Est. Cost $88.05 Unrealized +67.7%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1,084 (-3.7%) Shares 4,318 (-5.9%) Est. Cost $174.11 Unrealized +42.9%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $309 (-11.4%) Shares 11,630 (-8.0%) Est. Cost $29.65 Unrealized -12.2%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $522 (-7.0%) Shares 10,252 (-6.8%) Est. Cost $29.13 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,032 (-3.6%) Shares 26,226 (-5.4%) Est. Cost $37.71 Unrealized
WAB WABTEC 0.0%
Value ($000) $1,761 (+2.2%) Shares 8,248 (-4.0%) Est. Cost $182.71 Unrealized +12.4%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $378 (-9.1%) Shares 3,003 (-9.2%) Est. Cost $92.48 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $212 (-14.4%) Shares 13,206 (-19.7%) Est. Cost $16.05 Unrealized -0.8%
IGOV ISHARES TR 0.0%
Value ($000) $707 (-4.7%) Shares 16,960 (-2.6%) Est. Cost $43.10 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $849 (-3.9%) Shares 1,624 (-10.5%) Est. Cost $456.86 Unrealized +8.2%
DJIA GLOBAL X FDS 0.0%
Value ($000) $256 (-11.8%) Shares 11,614 (-12.3%) Est. Cost $10.97 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $360 (+10.2%) Shares 7,653 (-1.6%) Est. Cost $27.75 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $321 (-9.2%) Shares 5,045 (-8.5%) Est. Cost $65.15 Unrealized -5.8%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $430 (-7.0%) Shares 2,382 (-2.6%) Est. Cost $149.66 Unrealized +26.4%
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $705 (-4.3%) Shares 9,618 (-1.7%) Est. Cost $75.34 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $227 (-11.8%) Shares 2,840 (-8.7%) Est. Cost $80.23 Unrealized
BUFF INNOVATOR ETFS TRUST 0.1%
Value ($000) $3,621 (+0.8%) Shares 72,623 (-1.2%) Est. Cost $44.83 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,093 (+1.0%) Shares 55,319 (-1.2%) Est. Cost $46.01 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $268 (-9.8%) Shares 2,105 (-8.1%) Est. Cost $143.14 Unrealized -13.2%
NEM NEWMONT CORP 0.0%
Value ($000) $535 (-5.2%) Shares 5,357 (-19.9%) Est. Cost $51.46 Unrealized +75.3%
BUL PACER FDS TR 0.0%
Value ($000) $205 (-12.4%) Shares 3,724 (-16.8%) Est. Cost $46.36 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $397 (-6.6%) Shares 37,838 (-3.8%) Est. Cost $11.88 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $771 (-3.5%) Shares 29,926 (-4.7%) Est. Cost $25.25 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $238 (-10.2%) Shares 1,413 (-23.2%) Est. Cost $144.37 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $230 (+13.2%) Shares 1,433 (-6.8%) Est. Cost $116.46 Unrealized +26.5%
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $179 (-12.5%) Shares 11,712 (-7.0%) Est. Cost $15.25 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $710 (-3.5%) Shares 1,683 (-5.2%) Est. Cost $273.20 Unrealized +60.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $256 (-9.0%) Shares 2,931 (-4.8%) Est. Cost $93.86 Unrealized -4.9%
HEGD LISTED FDS TR 0.0%
Value ($000) $734 (-3.3%) Shares 29,104 (-4.4%) Est. Cost $22.98 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $238 (-9.4%) Shares 2,755 (-3.9%) Est. Cost $97.27 Unrealized -10.3%
INTC INTEL CORP 0.0%
Value ($000) $1,617 (-1.5%) Shares 43,826 (-10.4%) Est. Cost $33.00 Unrealized +14.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $1,217 (+2.1%) Shares 8,407 (-6.0%) Est. Cost $155.41 Unrealized -14.7%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $284 (-7.9%) Shares 6,111 (-7.4%) Est. Cost $36.24 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $282 (-7.6%) Shares 4,189 (-2.4%) Est. Cost $60.39 Unrealized +15.2%
DDTS INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,063 (-2.1%) Shares 49,775 (-4.0%) Est. Cost $20.93 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $366 (-5.8%) Shares 3,316 (-4.5%) Est. Cost $102.78 Unrealized +6.9%
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $484 (-4.3%) Shares 9,050 (-6.5%) Est. Cost $48.65 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $92 (+30.2%) Shares 14,234 (-3.2%) Est. Cost $2.92 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $287 (+8.0%) Shares 4,129 (-11.7%) Est. Cost $56.83 Unrealized +9.9%
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,647 (-1.3%) Shares 41,175 (-3.1%) Est. Cost $37.96 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $206 (-9.2%) Shares 1,982 (-10.0%) Est. Cost $103.08 Unrealized
AME AMETEK INC 0.0%
Value ($000) $297 (+7.5%) Shares 1,449 (-1.6%) Est. Cost $168.79 Unrealized +15.2%
ROKU ROKU INC 0.0%
Value ($000) $514 (+4.2%) Shares 4,739 (-3.9%) Est. Cost $92.23 Unrealized +10.0%
DDTL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,065 (-1.9%) Shares 50,874 (-4.0%) Est. Cost $20.47 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1,586 (-1.3%) Shares 9,790 (-8.0%) Est. Cost $119.54 Unrealized +45.2%
FLRG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $501 (-3.6%) Shares 13,211 (-2.3%) Est. Cost $38.45 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $381 (-4.5%) Shares 18,300 (-4.1%) Est. Cost $20.80 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $764 (-2.3%) Shares 3,319 (-2.6%) Est. Cost $105.33 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $689 (-2.5%) Shares 2,280 (-4.0%) Est. Cost $123.50 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $318 (+5.8%) Shares 2,343 (-5.4%) Est. Cost $129.30 Unrealized -3.7%
EXC EXELON CORP 0.0%
Value ($000) $335 (-4.9%) Shares 7,679 (-1.8%) Est. Cost $37.36 Unrealized +21.7%
EQL ALPS ETF TR 0.0%
Value ($000) $1,136 (-1.5%) Shares 24,495 (-2.2%) Est. Cost $70.89 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $663 (-2.4%) Shares 13,285 (-2.2%) Est. Cost $50.00 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $252 (-6.1%) Shares 1,901 (-7.6%) Est. Cost $63.15 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $286 (+6.1%) Shares 7,518 (-1.1%) Est. Cost $10.10 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $269 (+6.5%) Shares 3,156 (-2.9%) Est. Cost $75.19 Unrealized +9.1%
ROE EA SERIES TRUST 0.0%
Value ($000) $660 (-2.3%) Shares 18,727 (-4.2%) Est. Cost $30.31 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $908 (-1.6%) Shares 22,181 (-3.6%) Est. Cost $37.60 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,870 (+0.8%) Shares 57,137 (-3.4%) Est. Cost $26.73 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,471 (+0.4%) Shares 76,766 (-4.6%) Est. Cost $38.84 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $748 (-1.8%) Shares 3,740 (-8.3%) Est. Cost $159.46 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $312 (+4.5%) Shares 17,814 (-3.6%) Est. Cost $11.26 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $299 (-4.2%) Shares 1,545 (-7.1%) Est. Cost $157.18 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $180 (-6.6%) Shares 16,823 (-14.7%) Est. Cost $10.21 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $553 (-2.3%) Shares 7,520 (-4.8%) Est. Cost $46.11 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $856 (-1.4%) Shares 32,532 (-11.4%) Est. Cost $24.39 Unrealized +2.9%
LRGF ISHARES TR 0.0%
Value ($000) $525 (-2.3%) Shares 7,565 (-2.8%) Est. Cost $0.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,194 (-1.0%) Shares 37,247 (-3.4%) Est. Cost $26.68 Unrealized
NNI NELNET INC 0.0%
Value ($000) $546 (-2.1%) Shares 4,104 (-7.7%) Est. Cost $111.95 Unrealized +16.9%
ARDX ARDELYX INC 0.0%
Value ($000) $150 (-7.0%) Shares 25,793 (-12.1%) Est. Cost $5.52 Unrealized +0.8%
IGF ISHARES TR 0.0%
Value ($000) $403 (-2.6%) Shares 6,562 (-3.0%) Est. Cost $59.20 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $290 (-3.2%) Shares 6,127 (-4.9%) Est. Cost $39.67 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $214 (+4.5%) Shares 1,674 (-7.4%) Est. Cost $104.00 Unrealized +9.6%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $992 (+0.9%) Shares 25,198 (-3.9%) Est. Cost $33.70 Unrealized
UPRO PROSHARES TR 0.0%
Value ($000) $423 (-2.0%) Shares 3,654 (-5.6%) Est. Cost $87.16 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1,536 (+0.5%) Shares 8,979 (-2.2%) Est. Cost $144.80 Unrealized +17.9%
BJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $355 (-2.1%) Shares 7,602 (-4.2%) Est. Cost $41.63 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $323 (-2.0%) Shares 11,495 (-4.7%) Est. Cost $26.12 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $282 (-2.2%) Shares 7,857 (-4.2%) Est. Cost $32.05 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $228 (+2.8%) Shares 9,852 (-6.0%) Est. Cost $18.23 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $233 (-2.5%) Shares 8,578 (-2.2%) Est. Cost $0.03 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $359 (-1.6%) Shares 2,896 (-1.7%) Est. Cost $82.02 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $566 (-1.0%) Shares 20,806 (-4.3%) Est. Cost $28.91 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $297 (-1.9%) Shares 703 (-12.3%) Est. Cost $357.61 Unrealized +3.9%
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $450 (-1.3%) Shares 9,130 (-3.2%) Est. Cost $43.68 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $214 (-2.5%) Shares 951 (-17.9%) Est. Cost $181.84 Unrealized +19.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $498 (+1.0%) Shares 2,568 (-2.6%) Est. Cost $228.13 Unrealized -16.9%
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $520 (-0.9%) Shares 7,166 (-3.0%) Est. Cost $62.78 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $951 (+0.5%) Shares 17,381 (-1.9%) Est. Cost $35.52 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $422 (-1.1%) Shares 3,183 (-2.2%) Est. Cost $106.21 Unrealized +24.6%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $250 (-1.8%) Shares 26,250 (-6.3%) Est. Cost $8.17 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $346 (-1.2%) Shares 11,905 (-2.3%) Est. Cost $26.99 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $675 (+0.6%) Shares 3,234 (-3.2%) Est. Cost $151.04 Unrealized +27.6%
IEV ISHARES TR 0.0%
Value ($000) $340 (-1.1%) Shares 4,961 (-5.6%) Est. Cost $22.28 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $429 (-0.8%) Shares 15,047 (-2.9%) Est. Cost $28.54 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $667 (+0.5%) Shares 15,033 (-1.6%) Est. Cost $10.92 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,040 (-0.3%) Shares 28,399 (-4.6%) Est. Cost $41.93 Unrealized -17.2%
IGM ISHARES TR 0.0%
Value ($000) $203 (+1.5%) Shares 1,572 (-1.0%) Est. Cost $112.34 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $643 (+0.4%) Shares 10,352 (-2.9%) Est. Cost $59.62 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $3,099 (+0.1%) Shares 33,884 (-2.0%) Est. Cost $53.25 Unrealized
ZJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,293 (+0.2%) Shares 48,158 (-1.2%) Est. Cost $26.09 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $347 (+0.4%) Shares 2,866 (-3.1%) Est. Cost $9.22 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $529 (-0.1%) Shares 941 (-8.6%) Est. Cost $369.88 Unrealized +53.5%
CB CHUBB LIMITED 0.0%
Value ($000) $306 (-0.0%) Shares 979 (-9.6%) Est. Cost $276.60 Unrealized +5.7%

Unchanged Positions (127)

AMZN AMAZON COM INC 1.9%
Value ($000) $77,205 Shares 334,483 Est. Cost $190.46 Unrealized +20.1%
ORCL ORACLE CORP 0.1%
Value ($000) $5,001 Shares 25,660 Est. Cost $148.82 Unrealized +60.0%
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $93,213 Shares 191,065 Est. Cost $166.42 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $7,959 Shares 23,130 Est. Cost $290.70 Unrealized +25.4%
IVV ISHARES TR 1.1%
Value ($000) $44,521 Shares 65,000 Est. Cost $264.91 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $5,378 Shares 19,530 Est. Cost $98.61 Unrealized +162.6%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $2,013 Shares 29,767 Est. Cost $30.16 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $21,340 Shares 97,097 Est. Cost $100.71 Unrealized
SPYM SPDR SERIES TRUST 0.3%
Value ($000) $11,288 Shares 140,715 Est. Cost $42.08 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1,941 Shares 16,636 Est. Cost $59.62 Unrealized +73.8%
PEP PEPSICO INC 0.2%
Value ($000) $7,529 Shares 52,461 Est. Cost $154.96 Unrealized -5.8%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $4,709 Shares 57,207 Est. Cost $75.86 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $2,452 Shares 2,292 Est. Cost $552.68 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $13,373 Shares 201,311 Est. Cost $59.98 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $2,354 Shares 14,621 Est. Cost $88.17 Unrealized +82.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $6,222 Shares 40,822 Est. Cost $123.08 Unrealized +23.0%
ABBV ABBVIE INC 0.3%
Value ($000) $10,475 Shares 45,844 Est. Cost $156.75 Unrealized +45.2%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $30,703 Shares 609,058 Est. Cost $48.02 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $874 Shares 2,594 Est. Cost $347.22 Unrealized +2.8%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $5,736 Shares 122,570 Est. Cost $39.79 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $908 Shares 11,742 Est. Cost $78.26 Unrealized +4.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $2,245 Shares 3,435 Est. Cost $256.54 Unrealized +137.4%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $3,211 Shares 31,491 Est. Cost $66.79 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $3,105 Shares 17,134 Est. Cost $63.32 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $4,210 Shares 62,623 Est. Cost $34.03 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $725 Shares 9,422 Est. Cost $49.29 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $317 Shares 2,715 Est. Cost $138.68 Unrealized -6.8%
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2,390 Shares 23,339 Est. Cost $31.60 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $921 Shares 4,345 Est. Cost $195.29 Unrealized +9.9%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,133 Shares 59,176 Est. Cost $46.80 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $45,338 Shares 974,173 Est. Cost $32.52 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $312 Shares 150 Est. Cost $1768.91 Unrealized +10.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $462 Shares 2,017 Est. Cost $231.64 Unrealized -5.2%
PFF ISHARES TR 0.1%
Value ($000) $2,786 Shares 89,979 Est. Cost $25.98 Unrealized
KR KROGER CO 0.0%
Value ($000) $608 Shares 9,726 Est. Cost $48.45 Unrealized +34.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $255 Shares 1,507 Est. Cost $130.39 Unrealized +21.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $515 Shares 6,020 Est. Cost $74.43 Unrealized +7.1%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $1,540 Shares 20,787 Est. Cost $27.47 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,697 Shares 41,682 Est. Cost $4.91 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,468 Shares 44,625 Est. Cost $31.28 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $392 Shares 8,213 Est. Cost $34.08 Unrealized +34.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,295 Shares 11,230 Est. Cost $83.60 Unrealized +40.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $3,716 Shares 62,002 Est. Cost $59.81 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $4,674 Shares 43,635 Est. Cost $58.62 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,409 Shares 31,351 Est. Cost $0.92 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,352 Shares 32,545 Est. Cost $22.12 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $1,201 Shares 3,217 Est. Cost $117.68 Unrealized
HEQT SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,131 Shares 35,274 Est. Cost $30.97 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,743 Shares 42,183 Est. Cost $38.17 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $297 Shares 3,843 Est. Cost $51.55 Unrealized +45.4%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $991 Shares 1,792 Est. Cost $379.41 Unrealized +44.9%
BALI BLACKROCK ETF TRUST 0.1%
Value ($000) $2,409 Shares 76,048 Est. Cost $30.15 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $926 Shares 16,761 Est. Cost $50.33 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $62 Shares 43,678 Est. Cost $3.40 Unrealized -50.7%
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,437 Shares 33,214 Est. Cost $16.43 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $893 Shares 20,879 Est. Cost $37.78 Unrealized
BAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,041 Shares 20,801 Est. Cost $25.19 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,492 Shares 16,068 Est. Cost $79.04 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $4,139 Shares 58,301 Est. Cost $49.58 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $1,504 Shares 20,460 Est. Cost $61.13 Unrealized +15.3%
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $774 Shares 16,306 Est. Cost $8.20 Unrealized
KBDC KAYNE ANDERSON BDC INC 0.0%
Value ($000) $257 Shares 17,950 Est. Cost $14.34 Unrealized -1.2%
MLYS MINERALYS THERAPEUTICS INC 0.0%
Value ($000) $390 Shares 10,750 Est. Cost $7.85 Unrealized +410.7%
EWU ISHARES TR 0.0%
Value ($000) $373 Shares 8,470 Est. Cost $38.07 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $578 Shares 4,198 Est. Cost $103.18 Unrealized +27.5%
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $455 Shares 8,256 Est. Cost $47.71 Unrealized
FSUN FIRSTSUN CAP BANCORP 0.0%
Value ($000) $545 Shares 14,486 Est. Cost $35.02 Unrealized +4.0%
EWC ISHARES INC 0.0%
Value ($000) $253 Shares 4,691 Est. Cost $46.35 Unrealized
USMC PRINCIPAL EXCHANGE TRADED FD 0.1%
Value ($000) $2,711 Shares 39,600 Est. Cost $21.89 Unrealized
NSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $640 Shares 21,909 Est. Cost $28.67 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $823 Shares 17,300 Est. Cost $44.77 Unrealized
XBJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $892 Shares 27,903 Est. Cost $0.03 Unrealized
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $805 Shares 20,606 Est. Cost $37.37 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $873 Shares 22,243 Est. Cost $36.94 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $235 Shares 7,560 Est. Cost $37.73 Unrealized
FOXY SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,353 Shares 49,724 Est. Cost $27.23 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $882 Shares 3,925 Est. Cost $175.27 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $6,124 Shares 163,777 Est. Cost $29.35 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $207 Shares 2,077 Est. Cost $105.26 Unrealized -4.0%
RNST RENASANT CORP 0.0%
Value ($000) $275 Shares 7,800 Est. Cost $33.34 Unrealized +6.2%
CORP PIMCO ETF TR 0.1%
Value ($000) $5,218 Shares 53,325 Est. Cost $61.59 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $472 Shares 7,031 Est. Cost $68.86 Unrealized
BFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $394 Shares 8,091 Est. Cost $42.96 Unrealized
CLIP GLOBAL X FDS 0.0%
Value ($000) $1,630 Shares 16,282 Est. Cost $42.20 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $3,974 Shares 34,888 Est. Cost $67.48 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $257 Shares 7,907 Est. Cost $26.15 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $119 Shares 10,177 Est. Cost $9.60 Unrealized +15.5%
AYI ACUITY INC 0.0%
Value ($000) $255 Shares 709 Est. Cost $318.45 Unrealized +13.4%
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $602 Shares 11,860 Est. Cost $46.46 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $629 Shares 15,874 Est. Cost $10.78 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $340 Shares 7,092 Est. Cost $44.31 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $273 Shares 7,667 Est. Cost $35.03 Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $356 Shares 6,706 Est. Cost $46.14 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $355 Shares 7,980 Est. Cost $39.27 Unrealized
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $347 Shares 7,745 Est. Cost $40.32 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $718 Shares 12,939 Est. Cost $29.40 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $217 Shares 14,169 Est. Cost $14.84 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $1,028 Shares 21,111 Est. Cost $48.68 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $258 Shares 2,039 Est. Cost $49.56 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $278 Shares 11,681 Est. Cost $22.17 Unrealized +4.7%
XBAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $343 Shares 8,872 Est. Cost $0.03 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $258 Shares 2,822 Est. Cost $80.11 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $267 Shares 6,998 Est. Cost $34.49 Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $293 Shares 4,981 Est. Cost $57.25 Unrealized
FEBU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $440 Shares 15,892 Est. Cost $25.69 Unrealized
MQ MARQETA INC 0.0%
Value ($000) $57 Shares 12,000 Est. Cost $5.23 Unrealized -8.2%
BDCZ UBS AG LONDON BRANCH 0.0%
Value ($000) $396 Shares 23,552 Est. Cost $4.84 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $324 Shares 7,644 Est. Cost $30.55 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $616 Shares 10,875 Est. Cost $51.21 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $217 Shares 5,870 Est. Cost $34.93 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $301 Shares 546 Est. Cost $405.18 Unrealized +37.6%
MISL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $225 Shares 5,257 Est. Cost $37.36 Unrealized
REI RING ENERGY INC 0.0%
Value ($000) $20 Shares 22,667 Est. Cost $1.70 Unrealized -44.1%
ISTB ISHARES TR 0.0%
Value ($000) $564 Shares 11,560 Est. Cost $48.67 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $160 Shares 13,544 Est. Cost $11.74 Unrealized
REM ISHARES TR 0.0%
Value ($000) $429 Shares 19,342 Est. Cost $7.00 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $633 Shares 15,239 Est. Cost $42.90 Unrealized -3.1%
MAPS WM TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.08 Unrealized -8.9%
ZMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $233 Shares 8,480 Est. Cost $26.51 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $907 Shares 18,632 Est. Cost $48.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $3,019 Shares 4 Est. Cost $671061.44 Unrealized +11.2%
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $276 Shares 10,000 Est. Cost $27.76 Unrealized
SCEC CAPITOL SER TR 0.0%
Value ($000) $308 Shares 12,165 Est. Cost $25.48 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $267 Shares 9,970 Est. Cost $26.49 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $467 Shares 953 Est. Cost $418.95 Unrealized +13.1%
DMXF ISHARES TR 0.0%
Value ($000) $282 Shares 3,749 Est. Cost $31.54 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $267 Shares 14,175 Est. Cost $19.69 Unrealized -8.4%