Foundations Investment Advisors, LLC Diversified Active

CIK: 0001743404 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $7,630,227 (100.0% shares, 0.0% debt)

Holdings (1,104)

New Positions (174)

AEMS TWO RDS SHARED TR 1.6%
Value ($000) $119,581 Shares 11,532,559 Est. Cost $10.37 Unrealized
IHE ISHARES TR 0.7%
Value ($000) $54,513 Shares 642,617 Est. Cost $84.83 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $17,761 Shares 285,784 Est. Cost $62.15 Unrealized
FIG FIGMA INC 0.2%
Value ($000) $17,495 Shares 468,166 Est. Cost $45.19 Unrealized 0.0%
VALE VALE S A 0.2%
Value ($000) $16,470 Shares 1,264,002 Est. Cost $13.03 Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $12,517 Shares 207,331 Est. Cost $60.37 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $8,604 Shares 106,569 Est. Cost $80.74 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $6,881 Shares 70,774 Est. Cost $97.22 Unrealized
SYSB ISHARES TR 0.1%
Value ($000) $6,117 Shares 68,148 Est. Cost $89.76 Unrealized
REM ISHARES TR 0.1%
Value ($000) $5,841 Shares 263,352 Est. Cost $22.18 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $5,476 Shares 195,906 Est. Cost $27.95 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $3,701 Shares 20,000 Est. Cost $148.06 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $3,002 Shares 65,485 Est. Cost $45.85 Unrealized
CCCX CHURCHILL CAP CORP X 0.0%
Value ($000) $2,872 Shares 184,094 Est. Cost $15.60 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $2,592 Shares 40,467 Est. Cost $64.04 Unrealized
HYMC HYCROFT MINING HOLDING CORP 0.0%
Value ($000) $2,574 Shares 108,285 Est. Cost $11.07 Unrealized 0.0%
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2,354 Shares 64,313 Est. Cost $36.60 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $2,097 Shares 139,790 Est. Cost $15.00 Unrealized
EIDO ISHARES TR 0.0%
Value ($000) $2,076 Shares 111,031 Est. Cost $18.70 Unrealized
BOIL PROSHARES TR II 0.0%
Value ($000) $1,981 Shares 86,490 Est. Cost $22.90 Unrealized
HL HECLA MNG CO 0.0%
Value ($000) $1,864 Shares 97,136 Est. Cost $15.27 Unrealized 0.0%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $1,729 Shares 16,797 Est. Cost $102.96 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $1,586 Shares 22,095 Est. Cost $71.79 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $1,415 Shares 7,591 Est. Cost $186.43 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $1,265 Shares 8,700 Est. Cost $145.38 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $1,249 Shares 22,763 Est. Cost $54.89 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $1,226 Shares 198,739 Est. Cost $7.02 Unrealized 0.0%
SLX VANECK ETF TRUST 0.0%
Value ($000) $1,217 Shares 14,347 Est. Cost $84.86 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,173 Shares 23,882 Est. Cost $49.12 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,171 Shares 15,827 Est. Cost $73.98 Unrealized
LTBR LIGHTBRIDGE CORP 0.0%
Value ($000) $890 Shares 70,384 Est. Cost $12.64 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $851 Shares 13,074 Est. Cost $65.10 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $851 Shares 16,840 Est. Cost $63.41 Unrealized 0.0%
IDX VANECK ETF TRUST 0.0%
Value ($000) $848 Shares 51,344 Est. Cost $16.51 Unrealized
CLSK CLEANSPARK INC 0.0%
Value ($000) $846 Shares 83,641 Est. Cost $14.99 Unrealized 0.0%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $836 Shares 19,139 Est. Cost $43.66 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $825 Shares 3,284 Est. Cost $251.18 Unrealized
LABU DIREXION SHS ETF TR 0.0%
Value ($000) $797 Shares 5,000 Est. Cost $159.39 Unrealized
IEO ISHARES TR 0.0%
Value ($000) $781 Shares 8,755 Est. Cost $89.26 Unrealized
IBHF ISHARES TR 0.0%
Value ($000) $751 Shares 32,536 Est. Cost $23.08 Unrealized
ALTL PACER FDS TR 0.0%
Value ($000) $717 Shares 16,697 Est. Cost $42.92 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $708 Shares 7,522 Est. Cost $91.84 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $707 Shares 1,169 Est. Cost $549.70 Unrealized 0.0%
STXD EA SERIES TRUST 0.0%
Value ($000) $697 Shares 18,813 Est. Cost $37.05 Unrealized
CIFR CIPHER MINING INC 0.0%
Value ($000) $667 Shares 45,181 Est. Cost $17.65 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $654 Shares 5,317 Est. Cost $107.15 Unrealized 0.0%
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $632 Shares 8,442 Est. Cost $74.88 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $611 Shares 11,449 Est. Cost $53.37 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $589 Shares 3,849 Est. Cost $153.02 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $576 Shares 8,853 Est. Cost $61.19 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $565 Shares 4,254 Est. Cost $111.51 Unrealized 0.0%
BITX VOLATILITY SHS TR 0.0%
Value ($000) $561 Shares 20,233 Est. Cost $27.74 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $541 Shares 4,500 Est. Cost $123.55 Unrealized 0.0%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value ($000) $541 Shares 8,636 Est. Cost $56.02 Unrealized 0.0%
HYTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $528 Shares 26,692 Est. Cost $19.78 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $524 Shares 23,465 Est. Cost $22.32 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $513 Shares 2,975 Est. Cost $151.55 Unrealized 0.0%
DDFS INNOVATOR ETFS TRUST 0.0%
Value ($000) $512 Shares 24,151 Est. Cost $21.19 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $504 Shares 6,279 Est. Cost $80.28 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $500 Shares 5,466 Est. Cost $89.94 Unrealized 0.0%
FS SPECIALTY LENDING FD 0.0%
Value ($000) $489 Shares 34,617 Est. Cost $14.14 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $485 Shares 425,036 Est. Cost $1.29 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $474 Shares 523 Est. Cost $960.73 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $474 Shares 2,161 Est. Cost $244.09 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $472 Shares 841 Est. Cost $567.64 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $466 Shares 80,000 Est. Cost $5.34 Unrealized +36.7%
BRO BROWN & BROWN INC 0.0%
Value ($000) $462 Shares 5,796 Est. Cost $83.36 Unrealized 0.0%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $456 Shares 3,445 Est. Cost $132.37 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $454 Shares 1,167 Est. Cost $375.21 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $433 Shares 11,867 Est. Cost $33.93 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $432 Shares 5,069 Est. Cost $82.07 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $432 Shares 1,024 Est. Cost $371.73 Unrealized 0.0%
RDNT RADNET INC 0.0%
Value ($000) $423 Shares 5,924 Est. Cost $77.21 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $416 Shares 4,100 Est. Cost $80.31 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $403 Shares 5,636 Est. Cost $71.45 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $403 Shares 6,259 Est. Cost $66.89 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $395 Shares 5,529 Est. Cost $71.42 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $389 Shares 8,889 Est. Cost $46.04 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $385 Shares 697 Est. Cost $549.62 Unrealized 0.0%
DDFO INNOVATOR ETFS TRUST 0.0%
Value ($000) $382 Shares 17,677 Est. Cost $21.62 Unrealized
BCPC BALCHEM CORP 0.0%
Value ($000) $377 Shares 2,460 Est. Cost $151.78 Unrealized 0.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $374 Shares 7,897 Est. Cost $47.35 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $374 Shares 15,776 Est. Cost $23.30 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $371 Shares 1,186 Est. Cost $326.31 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $353 Shares 5,169 Est. Cost $68.91 Unrealized 0.0%
XBJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $344 Shares 9,003 Est. Cost $38.26 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $338 Shares 14,020 Est. Cost $26.75 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $321 Shares 3,208 Est. Cost $99.94 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $320 Shares 5,293 Est. Cost $60.53 Unrealized
DDFN INNOVATOR ETFS TRUST 0.0%
Value ($000) $319 Shares 16,640 Est. Cost $19.17 Unrealized
XTOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $315 Shares 9,399 Est. Cost $33.48 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $314 Shares 1,509 Est. Cost $181.15 Unrealized 0.0%
IYY ISHARES TR 0.0%
Value ($000) $313 Shares 1,885 Est. Cost $165.79 Unrealized
ATFV THE ALGER ETF TRUST 0.0%
Value ($000) $310 Shares 8,900 Est. Cost $34.87 Unrealized
OCTU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $302 Shares 10,611 Est. Cost $28.46 Unrealized
QTJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $300 Shares 10,073 Est. Cost $29.81 Unrealized
SEPM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $294 Shares 9,243 Est. Cost $31.81 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $292 Shares 1,232 Est. Cost $200.29 Unrealized 0.0%
SMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $289 Shares 11,137 Est. Cost $25.97 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $288 Shares 16,055 Est. Cost $17.96 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $284 Shares 24,745 Est. Cost $13.40 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $280 Shares 2,297 Est. Cost $121.94 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $277 Shares 1,475 Est. Cost $188.13 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $274 Shares 954 Est. Cost $272.20 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $272 Shares 3,397 Est. Cost $80.04 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $267 Shares 11,951 Est. Cost $22.36 Unrealized
DDTS INNOVATOR ETFS TRUST 0.0%
Value ($000) $266 Shares 12,442 Est. Cost $21.35 Unrealized
USOY TIDAL TRUST II 0.0%
Value ($000) $260 Shares 40,000 Est. Cost $6.50 Unrealized
EEMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $259 Shares 14,744 Est. Cost $17.55 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $259 Shares 19,538 Est. Cost $13.64 Unrealized 0.0%
OCTH INNOVATOR ETFS TRUST 0.0%
Value ($000) $259 Shares 10,803 Est. Cost $23.94 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $258 Shares 1,064 Est. Cost $267.42 Unrealized 0.0%
IBTI ISHARES TR 0.0%
Value ($000) $258 Shares 11,530 Est. Cost $22.36 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $258 Shares 11,462 Est. Cost $22.47 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $256 Shares 683 Est. Cost $388.68 Unrealized 0.0%
NVBU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $252 Shares 8,699 Est. Cost $28.95 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $250 Shares 1,674 Est. Cost $135.64 Unrealized 0.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $249 Shares 4,185 Est. Cost $66.04 Unrealized 0.0%
REV GROUP INC 0.0%
Value ($000) $249 Shares 4,090 Est. Cost $60.81 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $248 Shares 3,788 Est. Cost $65.40 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $246 Shares 12,500 Est. Cost $13.93 Unrealized +13.9%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $245 Shares 5,851 Est. Cost $58.72 Unrealized 0.0%
FLGV FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $244 Shares 11,915 Est. Cost $20.52 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $244 Shares 10,043 Est. Cost $24.28 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $243 Shares 2,174 Est. Cost $101.05 Unrealized 0.0%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $242 Shares 3,582 Est. Cost $60.80 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $242 Shares 29,957 Est. Cost $7.91 Unrealized 0.0%
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $236 Shares 9,764 Est. Cost $24.60 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $236 Shares 2,508 Est. Cost $84.44 Unrealized 0.0%
PL PLANET LABS PBC 0.0%
Value ($000) $234 Shares 11,853 Est. Cost $14.34 Unrealized 0.0%
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $232 Shares 1,324 Est. Cost $175.57 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $231 Shares 5,383 Est. Cost $42.99 Unrealized
FFLG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $229 Shares 7,663 Est. Cost $29.94 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $227 Shares 3,013 Est. Cost $70.74 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $226 Shares 3,450 Est. Cost $63.23 Unrealized 0.0%
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $226 Shares 812 Est. Cost $277.88 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $225 Shares 8,940 Est. Cost $25.17 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $222 Shares 3,709 Est. Cost $58.57 Unrealized 0.0%
ABTC AMERICAN BITCOIN CORP. 0.0%
Value ($000) $221 Shares 130,275 Est. Cost $4.17 Unrealized 0.0%
WPAY ROUNDHILL ETF TRUST 0.0%
Value ($000) $220 Shares 5,253 Est. Cost $41.86 Unrealized
AJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $218 Shares 7,843 Est. Cost $27.85 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $217 Shares 6,236 Est. Cost $34.74 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $214 Shares 437 Est. Cost $473.82 Unrealized 0.0%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $214 Shares 4,296 Est. Cost $49.85 Unrealized
XIJN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $214 Shares 6,906 Est. Cost $31.01 Unrealized
ICOP ISHARES TR 0.0%
Value ($000) $211 Shares 4,770 Est. Cost $44.31 Unrealized
JAJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $211 Shares 7,272 Est. Cost $29.06 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $211 Shares 5,860 Est. Cost $36.06 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $210 Shares 1,140 Est. Cost $149.58 Unrealized 0.0%
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $209 Shares 5,709 Est. Cost $36.64 Unrealized
IBTJ ISHARES TR 0.0%
Value ($000) $209 Shares 9,512 Est. Cost $21.95 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $207 Shares 5,471 Est. Cost $37.82 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $206 Shares 464 Est. Cost $437.22 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $206 Shares 1,001 Est. Cost $187.72 Unrealized 0.0%
IBDT ISHARES TR 0.0%
Value ($000) $204 Shares 8,033 Est. Cost $25.46 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $204 Shares 2,088 Est. Cost $102.85 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $203 Shares 7,541 Est. Cost $26.97 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $203 Shares 1,668 Est. Cost $121.59 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $203 Shares 3,077 Est. Cost $65.91 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $202 Shares 8,557 Est. Cost $23.66 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $201 Shares 905 Est. Cost $198.37 Unrealized 0.0%
MINT PIMCO ETF TR 0.0%
Value ($000) $200 Shares 1,998 Est. Cost $100.32 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $200 Shares 4,518 Est. Cost $44.34 Unrealized
NVYY GRANITESHARES ETF TR 0.0%
Value ($000) $199 Shares 10,545 Est. Cost $18.85 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $179 Shares 25,000 Est. Cost Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $150 Shares 10,157 Est. Cost $14.70 Unrealized 0.0%
XXI TWENTY ONE CAP INC 0.0%
Value ($000) $138 Shares 15,766 Est. Cost $15.87 Unrealized 0.0%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $123 Shares 11,868 Est. Cost $12.01 Unrealized 0.0%
DNN DENISON MINES CORP 0.0%
Value ($000) $93 Shares 35,000 Est. Cost Unrealized
NIO NIO INC 0.0%
Value ($000) $66 Shares 12,852 Est. Cost $5.10 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $63 Shares 31,817 Est. Cost $2.27 Unrealized 0.0%
ZSL PROSHARES TR II 0.0%
Value ($000) $60 Shares 11,324 Est. Cost $5.34 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $31 Shares 12,075 Est. Cost $2.54 Unrealized 0.0%
DEFT DEFI TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 24,419 Est. Cost $1.53 Unrealized 0.0%

Increased Positions (519)

IVE ISHARES TR 2.8%
Value ($000) $212,418 (+42.0%) Shares 1,001,643 (+38.2%) Est. Cost $189.88 Unrealized
ARKW ARK ETF TR 1.0%
Value ($000) $79,416 (+154.6%) Shares 537,572 (+200.9%) Est. Cost $130.10 Unrealized
IEMG ISHARES INC 1.9%
Value ($000) $143,278 (+41.7%) Shares 2,131,471 (+38.9%) Est. Cost $60.02 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.8%
Value ($000) $62,538 (+131.9%) Shares 1,579,638 (+125.9%) Est. Cost $38.36 Unrealized
MTUM ISHARES TR 1.3%
Value ($000) $100,225 (+52.0%) Shares 400,402 (+55.8%) Est. Cost $215.67 Unrealized
SOXX ISHARES TR 1.6%
Value ($000) $122,299 (+36.3%) Shares 406,107 (+22.7%) Est. Cost $276.59 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.5%
Value ($000) $38,281 (+197.1%) Shares 519,915 (+190.2%) Est. Cost $73.05 Unrealized
CIEN CIENA CORP 0.8%
Value ($000) $60,405 (+68.0%) Shares 258,283 (+4.6%) Est. Cost $83.89 Unrealized +131.3%
GOOGL ALPHABET INC 1.0%
Value ($000) $77,004 (+44.3%) Shares 246,019 (+12.1%) Est. Cost $159.27 Unrealized +79.3%
BALT INNOVATOR ETFS TRUST 0.5%
Value ($000) $41,105 (+134.0%) Shares 1,226,639 (+129.2%) Est. Cost $32.73 Unrealized
IVW ISHARES TR 3.3%
Value ($000) $250,485 (+9.9%) Shares 2,032,167 (+7.7%) Est. Cost $88.63 Unrealized
DYNF BLACKROCK ETF TRUST 2.6%
Value ($000) $196,620 (+11.9%) Shares 3,233,351 (+8.9%) Est. Cost $49.28 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $90,386 (+28.5%) Shares 147,134 (+25.5%) Est. Cost $482.61 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $59,104 (+49.2%) Shares 54,997 (+5.9%) Est. Cost $700.66 Unrealized +36.4%
XLC SELECT SECTOR SPDR TR 1.8%
Value ($000) $138,237 (+15.9%) Shares 1,174,286 (+16.5%) Est. Cost $95.30 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $143,780 (+12.0%) Shares 770,937 (+12.0%) Est. Cost $115.79 Unrealized +60.7%
C CITIGROUP INC 0.9%
Value ($000) $65,640 (+27.6%) Shares 562,518 (+11.0%) Est. Cost $64.75 Unrealized +60.1%
DFIC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $21,130 (+196.7%) Shares 613,176 (+182.3%) Est. Cost $33.20 Unrealized
OEF ISHARES TR 1.7%
Value ($000) $128,458 (+11.8%) Shares 374,545 (+8.5%) Est. Cost $307.97 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $13,868 (+1763.0%) Shares 324,853 (+3705.7%) Est. Cost $43.39 Unrealized
PNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $14,537 (+823.8%) Shares 347,940 (+807.9%) Est. Cost $41.26 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $13,184 (+1288.2%) Shares 27,434 (+1239.6%) Est. Cost $473.49 Unrealized
MLPA GLOBAL X FDS 0.2%
Value ($000) $12,321 (+4704.6%) Shares 254,505 (+4705.6%) Est. Cost $48.45 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $113,736 (+11.5%) Shares 418,362 (+4.4%) Est. Cost $175.37 Unrealized +53.0%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $19,344 (+149.7%) Shares 120,601 (+152.5%) Est. Cost $145.06 Unrealized +5.9%
ORCL ORACLE CORP 0.7%
Value ($000) $52,273 (-18.0%) Shares 268,190 (+18.4%) Est. Cost $155.81 Unrealized +52.8%
STOT SSGA ACTIVE TR 0.3%
Value ($000) $26,317 (+73.3%) Shares 556,630 (+73.7%) Est. Cost $47.30 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $56,311 (+23.6%) Shares 317,190 (+10.7%) Est. Cost $121.45 Unrealized +37.1%
DCRE DOUBLELINE ETF TRUST 0.4%
Value ($000) $27,060 (+63.3%) Shares 521,381 (+63.8%) Est. Cost $51.94 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $54,092 (+22.1%) Shares 61,538 (+10.6%) Est. Cost $608.70 Unrealized +33.6%
VRT VERTIV HOLDINGS CO 0.5%
Value ($000) $40,568 (+22.5%) Shares 250,402 (+14.1%) Est. Cost $101.07 Unrealized +71.7%
DBND DOUBLELINE ETF TRUST 0.4%
Value ($000) $32,498 (+29.2%) Shares 700,920 (+29.6%) Est. Cost $46.57 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $62,045 (+13.3%) Shares 192,556 (+11.0%) Est. Cost $195.51 Unrealized +58.3%
DMBS DOUBLELINE ETF TRUST 0.4%
Value ($000) $28,626 (+33.6%) Shares 576,507 (+33.6%) Est. Cost $49.59 Unrealized
ASML ASML HOLDING N V 0.5%
Value ($000) $37,756 (+21.9%) Shares 35,290 (+10.3%) Est. Cost $819.31 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $63,371 (+11.9%) Shares 274,547 (+6.4%) Est. Cost $161.06 Unrealized +42.1%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $9,996 (+182.5%) Shares 305,395 (+170.8%) Est. Cost $32.23 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $9,394 (+197.8%) Shares 210,098 (+495.1%) Est. Cost $52.18 Unrealized
THRO BLACKROCK ETF TRUST 0.8%
Value ($000) $63,777 (+10.4%) Shares 1,653,979 (+8.4%) Est. Cost $35.56 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $55,620 (+11.9%) Shares 81,204 (+9.4%) Est. Cost $471.93 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $8,811 (+190.4%) Shares 266,350 (+181.5%) Est. Cost $32.72 Unrealized
BAI BLACKROCK ETF TRUST 0.9%
Value ($000) $71,528 (+8.6%) Shares 2,147,987 (+11.4%) Est. Cost $31.79 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $16,931 (+48.5%) Shares 153,648 (+50.2%) Est. Cost $110.77 Unrealized
HOOD ROBINHOOD MKTS INC 0.7%
Value ($000) $56,816 (-8.7%) Shares 502,354 (+15.6%) Est. Cost $62.65 Unrealized +107.6%
MSFT MICROSOFT CORP 1.3%
Value ($000) $99,324 (+5.6%) Shares 205,375 (+13.1%) Est. Cost $367.65 Unrealized +36.2%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $50,704 (+11.0%) Shares 80,851 (+8.4%) Est. Cost $468.24 Unrealized
MSTR STRATEGY INC 0.5%
Value ($000) $40,380 (+13.7%) Shares 265,745 (+141.2%) Est. Cost $194.63 Unrealized +18.3%
CRM SALESFORCE INC 0.3%
Value ($000) $25,494 (+21.3%) Shares 96,236 (+8.5%) Est. Cost $268.22 Unrealized -7.5%
DMX DOUBLELINE ETF TRUST 0.2%
Value ($000) $12,627 (+52.2%) Shares 249,936 (+52.7%) Est. Cost $50.40 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $23,656 (+22.1%) Shares 128,986 (+11.4%) Est. Cost $121.26 Unrealized +42.9%
DFVE DOUBLELINE ETF TRUST 0.2%
Value ($000) $14,262 (+38.6%) Shares 447,005 (+36.7%) Est. Cost $30.09 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $10,174 (+62.2%) Shares 44,529 (+64.4%) Est. Cost $186.32 Unrealized +22.1%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $35,164 (+12.4%) Shares 104,884 (+10.0%) Est. Cost $266.83 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $9,012 (+74.5%) Shares 89,783 (+75.1%) Est. Cost $100.50 Unrealized
V VISA INC 0.4%
Value ($000) $29,613 (+14.3%) Shares 84,436 (+11.3%) Est. Cost $269.12 Unrealized +26.5%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $9,478 (+63.6%) Shares 55,370 (+28.0%) Est. Cost $92.75 Unrealized +67.5%
IUSB ISHARES TR 2.1%
Value ($000) $156,487 (+2.4%) Shares 3,362,415 (+2.8%) Est. Cost $46.62 Unrealized
SIL GLOBAL X FDS 0.1%
Value ($000) $11,123 (+46.5%) Shares 133,178 (+25.6%) Est. Cost $74.06 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $27,017 (-11.2%) Shares 544,159 (+16.3%) Est. Cost $48.42 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $4,383 (+314.1%) Shares 14,129 (+247.6%) Est. Cost $267.67 Unrealized +6.6%
URA GLOBAL X FDS 0.0%
Value ($000) $3,671 (+761.1%) Shares 85,901 (+860.8%) Est. Cost $42.37 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $24,678 (+15.0%) Shares 355,234 (+11.3%) Est. Cost $55.26 Unrealized
EMTL SSGA ACTIVE TR 0.1%
Value ($000) $8,905 (+56.5%) Shares 205,586 (+58.6%) Est. Cost $43.27 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $19,505 (+19.3%) Shares 56,357 (+13.7%) Est. Cost $206.46 Unrealized +72.9%
AVDE AMERICAN CENTY ETF TR 0.5%
Value ($000) $38,853 (+8.7%) Shares 471,974 (+4.2%) Est. Cost $62.48 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $20,351 (+17.9%) Shares 68,706 (+12.4%) Est. Cost $197.03 Unrealized +51.6%
AMGN AMGEN INC 0.2%
Value ($000) $13,863 (+25.8%) Shares 42,354 (+8.4%) Est. Cost $268.41 Unrealized +17.7%
DABS DOUBLELINE ETF TRUST 0.1%
Value ($000) $5,207 (+118.9%) Shares 102,278 (+119.6%) Est. Cost $50.82 Unrealized
ITA ISHARES TR 0.5%
Value ($000) $37,747 (+8.1%) Shares 175,822 (+5.3%) Est. Cost $209.54 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $4,655 (+147.9%) Shares 48,473 (+141.1%) Est. Cost $92.25 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value ($000) $6,360 (+75.9%) Shares 91,175 (+20.8%) Est. Cost $31.07 Unrealized +84.5%
AOA ISHARES TR 0.2%
Value ($000) $16,112 (+20.5%) Shares 179,907 (+18.6%) Est. Cost $81.44 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $4,869 (+127.0%) Shares 33,924 (+122.1%) Est. Cost $149.30 Unrealized -2.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $7,047 (+60.9%) Shares 49,098 (+58.0%) Est. Cost $125.92 Unrealized
MBB ISHARES TR 0.6%
Value ($000) $42,799 (+6.5%) Shares 449,470 (+6.4%) Est. Cost $93.87 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,184 (+413.6%) Shares 42,935 (+401.6%) Est. Cost $72.52 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $17,020 (+17.4%) Shares 67,295 (+14.7%) Est. Cost $211.42 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $3,251 (+327.7%) Shares 21,165 (+302.5%) Est. Cost $138.44 Unrealized +6.7%
OKLO OKLO INC 0.1%
Value ($000) $6,822 (-26.2%) Shares 95,061 (+14.8%) Est. Cost $42.38 Unrealized +163.1%
ICF ISHARES TR 0.5%
Value ($000) $37,376 (+6.9%) Shares 626,383 (+10.4%) Est. Cost $59.15 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $2,542 (+1101.0%) Shares 12,618 (+1078.2%) Est. Cost $186.43 Unrealized +2.0%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $2,665 (+665.2%) Shares 33,606 (+1179.3%) Est. Cost $107.64 Unrealized -4.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $5,075 (+82.7%) Shares 119,270 (+63.7%) Est. Cost $28.84 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $5,162 (+79.8%) Shares 176,297 (+80.0%) Est. Cost $29.24 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,891 (+370.3%) Shares 74,601 (+362.5%) Est. Cost $38.61 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $33,041 (-6.4%) Shares 225,415 (+14.1%) Est. Cost $98.38 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $23,173 (+10.7%) Shares 40,592 (+10.3%) Est. Cost $438.57 Unrealized +27.4%
BINC BLACKROCK ETF TRUST II 0.6%
Value ($000) $42,732 (+5.5%) Shares 809,772 (+6.4%) Est. Cost $52.65 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $12,899 (+20.6%) Shares 97,186 (+19.2%) Est. Cost $120.28 Unrealized +10.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $5,509 (+66.0%) Shares 11,390 (+71.4%) Est. Cost $451.28 Unrealized +5.5%
QBTS D-WAVE QUANTUM INC 0.2%
Value ($000) $12,317 (+21.3%) Shares 471,032 (+14.6%) Est. Cost $9.99 Unrealized +191.5%
DCMT DOUBLELINE ETF TRUST 0.2%
Value ($000) $18,841 (+12.8%) Shares 721,951 (+16.8%) Est. Cost $25.91 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $7,203 (+39.8%) Shares 22,953 (+8.5%) Est. Cost $132.65 Unrealized +115.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $12,120 (+19.8%) Shares 98,745 (+8.3%) Est. Cost $85.52 Unrealized +41.4%
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $6,144 (+47.8%) Shares 259,558 (+49.5%) Est. Cost $23.83 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $9,532 (+25.4%) Shares 31,368 (+15.2%) Est. Cost $159.33 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $15,752 (+13.3%) Shares 482,907 (+10.9%) Est. Cost $40.66 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $32,350 (+5.9%) Shares 646,870 (+8.5%) Est. Cost $51.01 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $18,034 (+11.0%) Shares 116,996 (+23.0%) Est. Cost $130.01 Unrealized +16.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3,181 (+128.4%) Shares 40,085 (+117.0%) Est. Cost $72.91 Unrealized +7.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $4,264 (+70.9%) Shares 19,909 (+29.1%) Est. Cost $143.59 Unrealized +56.4%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $23,088 (+8.3%) Shares 275,673 (+8.8%) Est. Cost $83.26 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $2,695 (+184.7%) Shares 37,639 (+444.0%) Est. Cost $102.44 Unrealized -1.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3,212 (+117.6%) Shares 11,252 (+27.6%) Est. Cost $115.47 Unrealized +98.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $14,428 (+13.7%) Shares 100,676 (+21.9%) Est. Cost $145.72 Unrealized +1.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $5,188 (+49.1%) Shares 25,071 (+33.6%) Est. Cost $161.10 Unrealized +22.3%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $11,662 (+17.1%) Shares 433,363 (+14.6%) Est. Cost $31.22 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $5,827 (-22.6%) Shares 25,767 (+15.5%) Est. Cost $255.58 Unrealized +16.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $14,685 (+13.0%) Shares 182,882 (+17.4%) Est. Cost $72.34 Unrealized +12.1%
CAPE DOUBLELINE ETF TRUST 0.2%
Value ($000) $18,437 (+10.0%) Shares 571,950 (+11.2%) Est. Cost $30.89 Unrealized
BUYW NORTHERN LTS FD TR IV 0.0%
Value ($000) $3,453 (+92.4%) Shares 241,115 (+90.9%) Est. Cost $14.26 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $22,190 (+8.0%) Shares 370,262 (+8.2%) Est. Cost $59.94 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $4,618 (+53.9%) Shares 21,013 (+51.1%) Est. Cost $197.12 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $15,427 (+11.7%) Shares 20,466 (+10.6%) Est. Cost $601.63 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $1,765 (+1048.9%) Shares 105,943 (+747.5%) Est. Cost $13.35 Unrealized +4.1%
WMB WILLIAMS COS INC 0.2%
Value ($000) $18,769 (+9.2%) Shares 312,244 (+15.1%) Est. Cost $44.19 Unrealized +35.9%
AOR ISHARES TR 0.3%
Value ($000) $20,916 (+8.2%) Shares 321,733 (+7.1%) Est. Cost $57.94 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $13,759 (+12.9%) Shares 77,406 (+15.9%) Est. Cost $64.46 Unrealized +180.9%
NFLX NETFLIX INC 0.1%
Value ($000) $3,851 (-29.0%) Shares 41,071 (+808.2%) Est. Cost $102.81 Unrealized +4.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $15,611 (+10.7%) Shares 383,281 (+19.5%) Est. Cost $37.50 Unrealized +7.9%
WMT WALMART INC 0.2%
Value ($000) $11,460 (+14.8%) Shares 102,867 (+6.2%) Est. Cost $79.34 Unrealized +35.1%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $1,744 (+526.8%) Shares 169,981 (+1024.7%) Est. Cost $13.85 Unrealized +2.7%
ETHU VOLATILITY SHS TR 0.0%
Value ($000) $1,928 (+315.9%) Shares 35,250 (+887.4%) Est. Cost $62.31 Unrealized
UOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,069 (+196.0%) Shares 53,001 (+191.4%) Est. Cost $38.83 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $8,053 (+20.3%) Shares 77,381 (+19.2%) Est. Cost $102.28 Unrealized
VCRB VANGUARD MALVERN FDS 0.2%
Value ($000) $17,017 (+8.7%) Shares 218,462 (+9.4%) Est. Cost $78.91 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $4,693 (+40.4%) Shares 97,883 (+41.1%) Est. Cost $48.05 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,614 (+503.2%) Shares 16,413 (+493.2%) Est. Cost $98.05 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,965 (+202.9%) Shares 45,430 (+195.0%) Est. Cost $42.88 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,603 (+425.8%) Shares 31,553 (+306.0%) Est. Cost $42.78 Unrealized +1.2%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,983 (+188.6%) Shares 75,050 (+198.4%) Est. Cost $26.72 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $5,791 (+27.9%) Shares 54,070 (+27.2%) Est. Cost $106.31 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2,243 (+127.5%) Shares 8,727 (+81.3%) Est. Cost $210.81 Unrealized +13.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,323 (+115.4%) Shares 11,909 (+132.4%) Est. Cost $182.37 Unrealized +6.9%
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,775 (+81.3%) Shares 75,295 (+77.2%) Est. Cost $34.59 Unrealized
AOM ISHARES TR 0.3%
Value ($000) $25,374 (+5.0%) Shares 531,618 (+4.7%) Est. Cost $43.94 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,788 (+211.8%) Shares 54,575 (+205.8%) Est. Cost $32.56 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $9,165 (+14.9%) Shares 102,479 (+14.3%) Est. Cost $81.24 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $8,577 (+15.9%) Shares 101,044 (+14.7%) Est. Cost $76.28 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $6,317 (+22.8%) Shares 32,044 (+33.7%) Est. Cost $141.58 Unrealized +49.4%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $7,025 (+20.0%) Shares 347,257 (+21.1%) Est. Cost $16.70 Unrealized +18.5%
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $4,090 (+39.3%) Shares 135,438 (+39.7%) Est. Cost $30.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2,832 (+68.5%) Shares 28,556 (+41.9%) Est. Cost $122.46 Unrealized -24.3%
SO SOUTHERN CO 0.3%
Value ($000) $22,419 (+5.3%) Shares 257,096 (+14.5%) Est. Cost $80.10 Unrealized +13.5%
MGK VANGUARD WORLD FD 0.2%
Value ($000) $14,498 (+8.2%) Shares 35,125 (+5.5%) Est. Cost $295.49 Unrealized
FRDM EA SERIES TRUST 0.1%
Value ($000) $5,105 (+26.4%) Shares 99,579 (+9.2%) Est. Cost $36.82 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $2,508 (+73.3%) Shares 19,140 (+92.7%) Est. Cost $116.17 Unrealized +18.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $22,741 (+4.8%) Shares 394,399 (+20.1%) Est. Cost $48.25 Unrealized +23.0%
CLS CELESTICA INC 0.0%
Value ($000) $3,120 (+47.8%) Shares 10,554 (+23.2%) Est. Cost $169.50 Unrealized +77.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $18,822 (+5.6%) Shares 37,446 (+5.6%) Est. Cost $404.95 Unrealized +22.9%
FLDR FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $8,318 (+13.6%) Shares 165,588 (+13.6%) Est. Cost $50.13 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value ($000) $2,307 (+76.0%) Shares 120,907 (+77.9%) Est. Cost $19.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $9,310 (+11.9%) Shares 290,379 (+9.1%) Est. Cost $29.18 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $3,987 (+31.7%) Shares 81,895 (+33.0%) Est. Cost $49.06 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $6,513 (+16.8%) Shares 34,103 (+14.1%) Est. Cost $168.27 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $6,642 (+15.7%) Shares 64,136 (+10.7%) Est. Cost $93.03 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1,436 (+165.2%) Shares 8,806 (+120.2%) Est. Cost $145.57 Unrealized +2.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $4,508 (+24.4%) Shares 7,870 (+3.6%) Est. Cost $266.85 Unrealized +108.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $17,891 (+5.1%) Shares 97,129 (+16.2%) Est. Cost $174.20 Unrealized +15.8%
SPBO SPDR SERIES TRUST 0.1%
Value ($000) $5,070 (+20.6%) Shares 172,793 (+21.8%) Est. Cost $29.52 Unrealized
VFQY VANGUARD WELLINGTON FD 0.3%
Value ($000) $19,902 (+4.5%) Shares 129,734 (+2.8%) Est. Cost $128.56 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $1,299 (+194.7%) Shares 17,634 (+158.5%) Est. Cost $64.48 Unrealized +5.4%
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $1,941 (+78.4%) Shares 63,147 (+79.2%) Est. Cost $30.79 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1,356 (+165.1%) Shares 17,241 (+139.2%) Est. Cost $75.46 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $1,219 (+214.3%) Shares 17,562 (+178.8%) Est. Cost $63.21 Unrealized +5.2%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $17,824 (-4.4%) Shares 91,692 (+15.6%) Est. Cost $182.90 Unrealized +14.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $2,803 (+41.2%) Shares 4,289 (+32.8%) Est. Cost $351.87 Unrealized +73.1%
SRE SEMPRA 0.2%
Value ($000) $13,059 (+6.6%) Shares 147,905 (+8.7%) Est. Cost $74.52 Unrealized +21.5%
VFLO VICTORY PORTFOLIOS II 0.2%
Value ($000) $13,172 (+6.6%) Shares 334,481 (+1.5%) Est. Cost $35.64 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $1,308 (+160.4%) Shares 49,805 (+127.4%) Est. Cost $22.63 Unrealized +7.5%
IJR ISHARES TR 0.1%
Value ($000) $5,201 (+18.3%) Shares 43,279 (+17.0%) Est. Cost $107.66 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1,343 (+142.8%) Shares 23,721 (+127.6%) Est. Cost $55.06 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,091 (+59.4%) Shares 4,002 (+48.4%) Est. Cost $436.24 Unrealized +13.3%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $1,161 (+201.6%) Shares 87,650 (+205.7%) Est. Cost $13.62 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $1,144 (+210.1%) Shares 21,682 (+228.4%) Est. Cost $53.78 Unrealized -1.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $1,761 (+76.9%) Shares 37,875 (+91.9%) Est. Cost $53.18 Unrealized -10.8%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.1%
Value ($000) $5,565 (+16.0%) Shares 486,444 (+21.5%) Est. Cost $11.82 Unrealized -2.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,983 (+62.6%) Shares 21,179 (+64.3%) Est. Cost $72.30 Unrealized +24.5%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,149 (+54.7%) Shares 50,499 (+55.4%) Est. Cost $42.69 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $23,428 (+3.4%) Shares 196,197 (+107.4%) Est. Cost $157.03 Unrealized
MUST COLUMBIA ETF TR I 0.0%
Value ($000) $1,700 (+80.7%) Shares 82,492 (+80.0%) Est. Cost $20.52 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,411 (+112.3%) Shares 14,206 (+114.9%) Est. Cost $92.00 Unrealized +7.4%
BA BOEING CO 0.0%
Value ($000) $3,314 (+28.8%) Shares 15,262 (+28.1%) Est. Cost $199.71 Unrealized +3.0%
DGCB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,077 (+54.5%) Shares 38,288 (+58.0%) Est. Cost $55.01 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $1,423 (+104.1%) Shares 25,871 (+101.8%) Est. Cost $48.62 Unrealized +9.7%
SMH VANECK ETF TRUST 0.0%
Value ($000) $3,212 (+28.8%) Shares 8,920 (+16.7%) Est. Cost $238.46 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $1,112 (+172.2%) Shares 46,528 (+163.5%) Est. Cost $23.19 Unrealized -2.3%
MARA MARA HOLDINGS INC 0.0%
Value ($000) $978 (-41.5%) Shares 108,899 (+19.0%) Est. Cost $16.33 Unrealized -9.6%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,915 (+16.4%) Shares 155,983 (+15.1%) Est. Cost $37.10 Unrealized
UDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $6,340 (+12.2%) Shares 159,928 (+8.6%) Est. Cost $36.52 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,911 (+56.3%) Shares 36,298 (+60.2%) Est. Cost $53.46 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,926 (+13.0%) Shares 38,284 (+1.6%) Est. Cost $142.83 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $1,059 (+176.2%) Shares 58,815 (+197.0%) Est. Cost $18.47 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $5,644 (+13.4%) Shares 66,109 (+1.5%) Est. Cost $53.92 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $786 (+498.7%) Shares 80,500 (+373.5%) Est. Cost $6.65 Unrealized +20.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $2,481 (+35.2%) Shares 14,505 (+31.5%) Est. Cost $146.50 Unrealized +16.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1,711 (+60.5%) Shares 23,168 (+75.2%) Est. Cost $73.17 Unrealized +7.0%
SEIX VIRTUS ETF TR II 0.1%
Value ($000) $5,818 (+12.3%) Shares 249,224 (+13.4%) Est. Cost $23.77 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,519 (+33.0%) Shares 39,877 (+32.5%) Est. Cost $59.28 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value ($000) $11,167 (+5.9%) Shares 190,110 (+3.2%) Est. Cost $48.15 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $2,424 (+34.6%) Shares 2,956 (+26.8%) Est. Cost $556.78 Unrealized +46.5%
JBBB JANUS DETROIT STR TR 0.1%
Value ($000) $5,815 (+12.0%) Shares 121,906 (+13.1%) Est. Cost $48.92 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $888 (+233.6%) Shares 22,395 (+258.4%) Est. Cost $40.45 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,405 (+79.0%) Shares 53,548 (+75.5%) Est. Cost $24.78 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,437 (+12.7%) Shares 216,775 (+12.9%) Est. Cost $32.19 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $2,019 (+43.2%) Shares 31,281 (+39.9%) Est. Cost $58.59 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $1,732 (+54.1%) Shares 23,570 (+53.0%) Est. Cost $72.60 Unrealized -2.9%
PSX PHILLIPS 66 0.0%
Value ($000) $1,984 (+44.1%) Shares 15,376 (+51.9%) Est. Cost $117.68 Unrealized +13.9%
MAGS LISTED FDS TR 0.0%
Value ($000) $2,724 (+28.1%) Shares 41,291 (+26.0%) Est. Cost $62.40 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $1,995 (+41.8%) Shares 30,233 (+40.2%) Est. Cost $73.82 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $3,845 (+17.8%) Shares 80,385 (+24.3%) Est. Cost $35.41 Unrealized +33.1%
PFFA ETFIS SER TR I 0.1%
Value ($000) $6,122 (+10.3%) Shares 284,071 (+11.2%) Est. Cost $20.69 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $2,873 (+23.4%) Shares 61,373 (+23.4%) Est. Cost $42.48 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $3,136 (+20.0%) Shares 90,998 (+30.3%) Est. Cost $36.31 Unrealized -9.4%
FDLO FIDELITY COVINGTON TRUST 0.1%
Value ($000) $5,853 (+9.8%) Shares 87,683 (+8.4%) Est. Cost $61.77 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $6,685 (+8.5%) Shares 27,159 (+6.6%) Est. Cost $227.77 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,121 (+86.4%) Shares 20,779 (+55.9%) Est. Cost $53.73 Unrealized -11.5%
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $5,711 (+9.6%) Shares 429,434 (+16.0%) Est. Cost $13.41 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1,215 (+69.8%) Shares 21,137 (+76.5%) Est. Cost $58.41 Unrealized +1.8%
O REALTY INCOME CORP 0.0%
Value ($000) $1,782 (+38.7%) Shares 31,609 (+49.6%) Est. Cost $54.94 Unrealized +4.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $3,012 (+19.5%) Shares 25,699 (+26.1%) Est. Cost $101.37 Unrealized +19.9%
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $5,659 (+9.4%) Shares 173,737 (+7.1%) Est. Cost $29.72 Unrealized
HYGH ISHARES U S ETF TR 0.1%
Value ($000) $5,942 (+8.9%) Shares 68,936 (+9.7%) Est. Cost $85.53 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $1,019 (+90.9%) Shares 20,257 (+90.7%) Est. Cost $50.30 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $6,233 (+8.3%) Shares 122,549 (+8.8%) Est. Cost $51.02 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,177 (+67.8%) Shares 26,810 (+64.6%) Est. Cost $43.42 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $5,953 (-7.3%) Shares 78,091 (+21.3%) Est. Cost $87.37 Unrealized
KR KROGER CO 0.1%
Value ($000) $4,547 (+11.5%) Shares 72,780 (+20.3%) Est. Cost $55.96 Unrealized +16.6%
QPX ADVISORSHARES TR 0.0%
Value ($000) $1,254 (+59.8%) Shares 28,163 (+54.2%) Est. Cost $43.51 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $1,609 (+41.1%) Shares 34,944 (+41.7%) Est. Cost $45.77 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $8,080 (+6.0%) Shares 26,436 (+5.4%) Est. Cost $263.22 Unrealized +15.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $1,805 (+33.5%) Shares 6,218 (+35.1%) Est. Cost $260.16 Unrealized
XDSQ INNOVATOR ETFS TRUST 0.0%
Value ($000) $935 (+93.9%) Shares 22,454 (+85.7%) Est. Cost $40.67 Unrealized
UJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $848 (+112.9%) Shares 22,665 (+108.8%) Est. Cost $37.06 Unrealized
VFMV VANGUARD WELLINGTON FD 0.3%
Value ($000) $19,381 (+2.3%) Shares 148,658 (+3.0%) Est. Cost $115.06 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $1,106 (+64.0%) Shares 6,584 (+60.7%) Est. Cost $151.09 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $1,028 (+71.5%) Shares 12,285 (+130.0%) Est. Cost $88.76 Unrealized +16.8%
AGOX STARBOARD INVT TR 0.0%
Value ($000) $1,248 (+52.1%) Shares 43,699 (+63.4%) Est. Cost $29.87 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,059 (+26.2%) Shares 17,425 (+22.4%) Est. Cost $105.41 Unrealized
PVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $940 (+78.4%) Shares 37,710 (+77.7%) Est. Cost $24.85 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,027 (+67.1%) Shares 43,420 (+10.9%) Est. Cost $13.73 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $949 (+76.5%) Shares 18,835 (+76.0%) Est. Cost $50.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $1,065 (+60.8%) Shares 1,765 (+58.9%) Est. Cost $532.54 Unrealized
UNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $838 (+91.6%) Shares 22,025 (+88.7%) Est. Cost $37.75 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $5,445 (+7.9%) Shares 43,242 (+7.9%) Est. Cost $117.19 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $11,152 (+3.7%) Shares 531,037 (+3.4%) Est. Cost $20.98 Unrealized
ARGT GLOBAL X FDS 0.0%
Value ($000) $1,065 (+59.1%) Shares 11,653 (+21.4%) Est. Cost $73.58 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $6,130 (+6.7%) Shares 9,098 (+13.8%) Est. Cost $389.54 Unrealized +61.8%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,505 (+12.3%) Shares 149,959 (+12.8%) Est. Cost $30.09 Unrealized
EMGF ISHARES INC 0.1%
Value ($000) $9,326 (+4.3%) Shares 161,217 (+2.0%) Est. Cost $46.39 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $589 (+181.0%) Shares 4,175 (+182.9%) Est. Cost $133.28 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $750 (+98.7%) Shares 8,200 (+94.6%) Est. Cost $88.44 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $3,424 (+12.1%) Shares 25,041 (+2.5%) Est. Cost $100.43 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $1,907 (+23.4%) Shares 15,357 (+34.8%) Est. Cost $111.17 Unrealized
XDQQ INNOVATOR ETFS TRUST 0.0%
Value ($000) $801 (+81.9%) Shares 20,257 (+74.0%) Est. Cost $38.55 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.1%
Value ($000) $5,910 (+6.3%) Shares 256,506 (+5.0%) Est. Cost $21.53 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,327 (+35.6%) Shares 3,793 (+36.7%) Est. Cost $461.30 Unrealized -26.3%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,605 (+10.7%) Shares 54,270 (+8.3%) Est. Cost $61.37 Unrealized
FLIA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $3,158 (+12.4%) Shares 156,475 (+14.2%) Est. Cost $20.40 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $626 (+124.7%) Shares 2,166 (+83.4%) Est. Cost $230.93 Unrealized +13.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,093 (+45.0%) Shares 13,442 (+8.7%) Est. Cost $43.15 Unrealized +63.2%
IWP ISHARES TR 0.0%
Value ($000) $1,372 (+32.3%) Shares 10,016 (+37.6%) Est. Cost $130.37 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $2,032 (+19.3%) Shares 48,992 (+7.0%) Est. Cost $28.18 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,278 (+33.2%) Shares 16,457 (+34.3%) Est. Cost $78.82 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,939 (+12.0%) Shares 118,047 (+12.3%) Est. Cost $32.15 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value ($000) $1,873 (+20.1%) Shares 83,150 (+22.6%) Est. Cost $22.91 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $1,346 (+30.1%) Shares 76,159 (+25.3%) Est. Cost $18.13 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $1,519 (-17.0%) Shares 119,894 (+24.7%) Est. Cost $14.32 Unrealized +19.4%
ZS ZSCALER INC 0.0%
Value ($000) $2,037 (-13.2%) Shares 9,057 (+15.7%) Est. Cost $202.40 Unrealized +39.5%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,089 (+17.2%) Shares 9,297 (+15.9%) Est. Cost $183.10 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,203 (+34.1%) Shares 4,962 (+17.6%) Est. Cost $161.49 Unrealized +37.6%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $769 (+66.0%) Shares 12,917 (+62.3%) Est. Cost $56.38 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $752 (+67.6%) Shares 3,287 (+45.1%) Est. Cost $221.17 Unrealized -0.7%
IREN IREN LIMITED 0.1%
Value ($000) $5,735 (+5.6%) Shares 151,832 (+31.2%) Est. Cost $29.71 Unrealized +73.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,697 (+21.4%) Shares 59,588 (+19.0%) Est. Cost $32.58 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $583 (+104.0%) Shares 13,114 (+99.6%) Est. Cost $41.86 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $801 (+58.8%) Shares 16,654 (+53.3%) Est. Cost $47.01 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $685 (+76.0%) Shares 13,695 (+100.1%) Est. Cost $52.57 Unrealized +2.2%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value ($000) $979 (-23.1%) Shares 124,134 (+2.5%) Est. Cost $4.19 Unrealized +172.9%
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,221 (+31.8%) Shares 23,851 (+26.8%) Est. Cost $47.62 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,126 (+34.9%) Shares 28,200 (+32.8%) Est. Cost $38.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $6,283 (+4.8%) Shares 19,033 (+9.7%) Est. Cost $445.86 Unrealized -24.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,865 (+18.4%) Shares 5,280 (+10.3%) Est. Cost $249.93 Unrealized +45.3%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $725 (+66.3%) Shares 27,615 (+63.8%) Est. Cost $24.39 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $930 (-23.7%) Shares 38,173 (+7.3%) Est. Cost $26.96 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $570 (+100.8%) Shares 6,172 (+94.5%) Est. Cost $89.00 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $881 (+47.7%) Shares 22,065 (+44.2%) Est. Cost $38.95 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $1,318 (+27.3%) Shares 3,123 (+25.0%) Est. Cost $330.00 Unrealized +33.1%
IEFA ISHARES TR 0.0%
Value ($000) $2,287 (+14.1%) Shares 25,562 (+11.3%) Est. Cost $75.54 Unrealized
MAXJ ISHARES TR 0.0%
Value ($000) $717 (+64.4%) Shares 25,417 (+63.6%) Est. Cost $28.11 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $589 (+91.2%) Shares 19,377 (+88.2%) Est. Cost $30.13 Unrealized
UMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $748 (+59.8%) Shares 20,460 (+56.7%) Est. Cost $36.12 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $645 (+75.0%) Shares 8,883 (+18.3%) Est. Cost $36.55 Unrealized +95.2%
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,935 (+16.6%) Shares 77,386 (+11.6%) Est. Cost $20.03 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $583 (+88.9%) Shares 4,127 (+84.3%) Est. Cost $133.06 Unrealized
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $678 (+67.7%) Shares 18,443 (+63.2%) Est. Cost $36.18 Unrealized
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $932 (+41.6%) Shares 23,685 (+39.2%) Est. Cost $37.79 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $1,878 (+16.9%) Shares 34,861 (+17.6%) Est. Cost $54.15 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $4,631 (+6.2%) Shares 34,695 (+4.4%) Est. Cost $87.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $862 (+44.4%) Shares 1,487 (+20.8%) Est. Cost $533.83 Unrealized +5.9%
VAW VANGUARD WORLD FD 0.1%
Value ($000) $4,006 (+7.0%) Shares 19,300 (+5.6%) Est. Cost $183.49 Unrealized
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $701 (+59.3%) Shares 13,955 (+59.9%) Est. Cost $50.32 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,428 (+12.0%) Shares 41,777 (+10.9%) Est. Cost $55.51 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value ($000) $1,526 (+20.3%) Shares 58,823 (+22.0%) Est. Cost $25.81 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $4,139 (+6.6%) Shares 13,439 (+4.1%) Est. Cost $135.18 Unrealized +122.5%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $644 (+64.5%) Shares 13,544 (+115.3%) Est. Cost $46.99 Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $741 (+51.1%) Shares 18,479 (+43.7%) Est. Cost $38.74 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $3,025 (+9.0%) Shares 55,001 (+2.2%) Est. Cost $30.92 Unrealized +70.3%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $2,042 (+13.5%) Shares 11,512 (+11.7%) Est. Cost $171.73 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $502 (+92.9%) Shares 5,575 (+81.5%) Est. Cost $84.82 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $601 (+66.6%) Shares 2,184 (+42.7%) Est. Cost $149.29 Unrealized +73.4%
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $6,199 (+4.0%) Shares 109,113 (+1.3%) Est. Cost $51.14 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $2,472 (+10.5%) Shares 21,732 (+11.2%) Est. Cost $106.99 Unrealized +2.4%
EPAM EPAM SYS INC 0.0%
Value ($000) $636 (+56.6%) Shares 3,105 (+15.3%) Est. Cost $168.14 Unrealized +6.0%
META META PLATFORMS INC 0.6%
Value ($000) $46,352 (-0.5%) Shares 70,221 (+10.7%) Est. Cost $408.71 Unrealized +63.3%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $3,594 (+6.6%) Shares 38,251 (+1.0%) Est. Cost $58.93 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $10,297 (+2.2%) Shares 268,712 (+1.4%) Est. Cost $35.87 Unrealized
CLSE TRUST FOR PROFESSIONAL MANAG 0.0%
Value ($000) $1,070 (+26.2%) Shares 39,139 (+20.3%) Est. Cost $23.11 Unrealized
NKE NIKE INC 0.0%
Value ($000) $708 (+45.6%) Shares 11,108 (+59.4%) Est. Cost $81.55 Unrealized -20.4%
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $535 (+70.6%) Shares 10,919 (+65.5%) Est. Cost $46.44 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $509 (+73.9%) Shares 4,182 (+60.4%) Est. Cost $115.78 Unrealized +8.4%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $4,536 (+4.9%) Shares 454,033 (+5.1%) Est. Cost $9.46 Unrealized
AMAX STARBOARD INVT TR 0.0%
Value ($000) $652 (+48.1%) Shares 82,549 (+53.6%) Est. Cost $8.09 Unrealized
COWG PACER FDS TR 0.2%
Value ($000) $16,042 (-1.3%) Shares 455,614 (+1.8%) Est. Cost $36.28 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $3,455 (+6.4%) Shares 12,475 (+5.2%) Est. Cost $197.48 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,064 (+23.8%) Shares 32,213 (+11.0%) Est. Cost $19.91 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value ($000) $909 (+28.8%) Shares 26,225 (+24.0%) Est. Cost $30.60 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $500 (+68.3%) Shares 40,224 (+72.9%) Est. Cost $12.79 Unrealized -3.4%
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,490 (+15.7%) Shares 14,107 (+15.7%) Est. Cost $105.60 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $610 (+49.0%) Shares 12,882 (+49.5%) Est. Cost $47.46 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,087 (+22.5%) Shares 4,038 (+27.3%) Est. Cost $275.22 Unrealized
SGVT SCHWAB STRATEGIC TR 0.0%
Value ($000) $664 (+42.7%) Shares 6,608 (+42.8%) Est. Cost $100.58 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $1,665 (+13.2%) Shares 36,280 (+69.2%) Est. Cost $32.07 Unrealized +42.0%
UNP UNION PAC CORP 0.0%
Value ($000) $844 (+29.4%) Shares 3,649 (+32.3%) Est. Cost $214.28 Unrealized +6.1%
COWZ PACER FDS TR 0.0%
Value ($000) $1,805 (+11.6%) Shares 29,996 (+6.6%) Est. Cost $52.61 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $1,659 (+12.8%) Shares 7,215 (+12.8%) Est. Cost $94.12 Unrealized +123.4%
IWS ISHARES TR 0.0%
Value ($000) $1,023 (+22.4%) Shares 7,252 (+21.3%) Est. Cost $117.34 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $517 (+56.6%) Shares 4,104 (+76.3%) Est. Cost $118.38 Unrealized +18.9%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $885 (-17.2%) Shares 32,603 (+58.4%) Est. Cost $46.92 Unrealized -13.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $407 (+80.6%) Shares 6,381 (+78.3%) Est. Cost $68.68 Unrealized -11.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $869 (+26.4%) Shares 18,564 (+20.3%) Est. Cost $41.26 Unrealized +5.8%
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $568 (+46.1%) Shares 11,786 (+45.5%) Est. Cost $48.04 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $578 (+44.5%) Shares 17,712 (+50.4%) Est. Cost $28.41 Unrealized
XBJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $373 (+85.9%) Shares 11,664 (+82.0%) Est. Cost $31.60 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $914 (+23.1%) Shares 34,913 (+24.2%) Est. Cost $13.59 Unrealized +105.0%
DOW DOW INC 0.0%
Value ($000) $561 (+43.3%) Shares 24,016 (+40.5%) Est. Cost $32.89 Unrealized -30.8%
XBAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $437 (+63.3%) Shares 11,307 (+59.9%) Est. Cost $38.16 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $2,520 (+7.2%) Shares 58,774 (+8.3%) Est. Cost $42.29 Unrealized
XBOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $374 (+82.0%) Shares 11,134 (+77.9%) Est. Cost $33.13 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,687 (+4.8%) Shares 153,368 (+1.5%) Est. Cost $24.59 Unrealized
FFOG FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $444 (+59.7%) Shares 9,498 (+62.3%) Est. Cost $47.26 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,227 (+15.1%) Shares 2,761 (+12.7%) Est. Cost $342.21 Unrealized
BBBS BONDBLOXX ETF TRUST 0.0%
Value ($000) $1,694 (+10.5%) Shares 32,913 (+11.0%) Est. Cost $51.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $838 (+23.5%) Shares 22,709 (+12.3%) Est. Cost $35.65 Unrealized +5.9%
XEMD BONDBLOXX ETF TRUST 0.0%
Value ($000) $553 (+40.0%) Shares 12,399 (+37.3%) Est. Cost $43.95 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $419 (+59.4%) Shares 1,636 (+60.9%) Est. Cost $218.54 Unrealized +14.1%
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,591 (+6.4%) Shares 55,810 (+4.5%) Est. Cost $38.47 Unrealized
XTJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $453 (+51.8%) Shares 14,313 (+47.9%) Est. Cost $28.64 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $393 (+63.6%) Shares 13,630 (+10.9%) Est. Cost $9.57 Unrealized +144.1%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $1,649 (+10.1%) Shares 31,384 (+9.6%) Est. Cost $52.03 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $4,392 (+3.5%) Shares 14,719 (+2.8%) Est. Cost $211.18 Unrealized
EDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $653 (+29.5%) Shares 16,672 (+28.5%) Est. Cost $34.45 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $632 (+29.1%) Shares 33,595 (+29.7%) Est. Cost $19.15 Unrealized -5.8%
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $570 (+32.8%) Shares 12,112 (+29.3%) Est. Cost $44.20 Unrealized
TPHD TIMOTHY PLAN 0.0%
Value ($000) $602 (+30.4%) Shares 15,634 (+33.1%) Est. Cost $38.35 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,409 (+10.9%) Shares 23,516 (+10.9%) Est. Cost $59.49 Unrealized
FSMD FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,642 (+9.2%) Shares 37,210 (+8.9%) Est. Cost $41.02 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,390 (+10.9%) Shares 43,844 (+13.1%) Est. Cost $33.18 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $561 (+32.3%) Shares 4,774 (+25.9%) Est. Cost $78.03 Unrealized +37.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,840 (+8.0%) Shares 7,153 (+23.2%) Est. Cost $245.22 Unrealized +8.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,170 (+12.9%) Shares 15,026 (+13.2%) Est. Cost $77.63 Unrealized
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $409 (+46.3%) Shares 9,741 (+21.2%) Est. Cost $28.07 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $421 (+44.4%) Shares 11,439 (+36.3%) Est. Cost $33.79 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $997 (+14.9%) Shares 2,843 (+5.9%) Est. Cost $451.44 Unrealized -25.4%
PCMM BONDBLOXX ETF TRUST 0.0%
Value ($000) $1,409 (+10.1%) Shares 28,104 (+11.0%) Est. Cost $50.75 Unrealized
GLW CORNING INC 0.0%
Value ($000) $455 (+39.3%) Shares 5,202 (+30.5%) Est. Cost $69.89 Unrealized +23.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $693 (-15.5%) Shares 1,221 (+6.8%) Est. Cost $529.25 Unrealized +17.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $378 (+50.0%) Shares 16,892 (+35.6%) Est. Cost $19.41 Unrealized
F FORD MTR CO 0.0%
Value ($000) $1,017 (+14.1%) Shares 77,531 (+4.0%) Est. Cost $11.23 Unrealized +14.2%
FDMO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,979 (+6.7%) Shares 23,575 (+5.7%) Est. Cost $68.32 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $787 (-13.6%) Shares 5,140 (+419.2%) Est. Cost $170.84 Unrealized +0.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,113 (+12.5%) Shares 3,838 (+8.3%) Est. Cost $233.89 Unrealized +20.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $296 (+71.0%) Shares 15,041 (+27.4%) Est. Cost $13.93 Unrealized +13.9%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $387 (+46.7%) Shares 18,674 (+46.8%) Est. Cost $20.71 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $1,357 (+9.9%) Shares 8,410 (+33.4%) Est. Cost $147.72 Unrealized +23.2%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $849 (+16.1%) Shares 145,568 (+58.7%) Est. Cost $5.34 Unrealized +36.7%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $598 (+24.2%) Shares 21,319 (+73.4%) Est. Cost $34.47 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $4,220 (+2.8%) Shares 180,803 (+3.1%) Est. Cost $23.27 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $828 (+16.2%) Shares 7,339 (+6.8%) Est. Cost $94.15 Unrealized +13.1%
XSOE WISDOMTREE TR 0.0%
Value ($000) $327 (+53.8%) Shares 8,376 (+49.5%) Est. Cost $38.30 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,196 (+10.4%) Shares 16,543 (+5.2%) Est. Cost $61.47 Unrealized
TPLC TIMOTHY PLAN 0.0%
Value ($000) $612 (+22.5%) Shares 13,455 (+24.7%) Est. Cost $44.48 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $542 (+26.0%) Shares 2,595 (+21.3%) Est. Cost $161.50 Unrealized +19.4%
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $858 (+14.7%) Shares 39,022 (+15.1%) Est. Cost $22.08 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $573 (+23.1%) Shares 23,868 (+25.9%) Est. Cost $17.90 Unrealized +30.9%
SCIO FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $4,150 (+2.6%) Shares 199,532 (+2.4%) Est. Cost $20.76 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,878 (+5.9%) Shares 40,132 (+3.5%) Est. Cost $36.64 Unrealized
GARP ISHARES TR 0.0%
Value ($000) $1,334 (+8.4%) Shares 19,596 (+4.5%) Est. Cost $55.83 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $342 (+41.5%) Shares 14,411 (+42.4%) Est. Cost $23.81 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $404 (+32.4%) Shares 4,046 (+11.8%) Est. Cost $71.58 Unrealized +26.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $369 (+36.4%) Shares 2,406 (+4.2%) Est. Cost $121.57 Unrealized +20.4%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $471 (+25.9%) Shares 2,391 (+6.7%) Est. Cost $87.66 Unrealized +94.2%
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $957 (+11.2%) Shares 18,554 (+9.0%) Est. Cost $49.39 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $991 (+10.4%) Shares 6,286 (+4.4%) Est. Cost $131.68 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $1,130 (+8.9%) Shares 40,202 (+26.3%) Est. Cost $31.49 Unrealized -6.9%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $396 (+29.6%) Shares 8,764 (+23.1%) Est. Cost $43.38 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $8,790 (+1.0%) Shares 381,747 (+1.4%) Est. Cost $23.17 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $572 (+18.3%) Shares 4,232 (+8.3%) Est. Cost $111.25 Unrealized +20.0%
USB US BANCORP DEL 0.0%
Value ($000) $758 (+12.8%) Shares 14,214 (+2.1%) Est. Cost $40.57 Unrealized +20.1%
HSY HERSHEY CO 0.0%
Value ($000) $451 (+21.8%) Shares 2,477 (+25.2%) Est. Cost $176.93 Unrealized +2.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $305 (+35.6%) Shares 1,800 (+34.8%) Est. Cost $144.84 Unrealized +15.9%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $388 (-17.1%) Shares 7,924 (+41.2%) Est. Cost $67.66 Unrealized -14.3%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $712 (+12.5%) Shares 36,352 (+12.5%) Est. Cost $19.36 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $322 (+32.5%) Shares 1,338 (+25.0%) Est. Cost $222.09 Unrealized +5.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,150 (+2.6%) Shares 34,053 (+3.8%) Est. Cost $74.77 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $344 (+29.3%) Shares 391 (+11.4%) Est. Cost $367.92 Unrealized +122.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $471 (+19.6%) Shares 27,170 (+19.1%) Est. Cost $12.50 Unrealized +30.3%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $884 (+9.5%) Shares 2,807 (+7.1%) Est. Cost $242.70 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $304 (+33.6%) Shares 229 (+32.4%) Est. Cost $1252.85 Unrealized +4.6%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $279 (+37.5%) Shares 12,746 (+37.3%) Est. Cost $21.88 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $362 (+26.6%) Shares 4,664 (+25.3%) Est. Cost $65.35 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $568 (+15.1%) Shares 8,730 (+19.4%) Est. Cost $61.65 Unrealized +8.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $1,106 (+7.2%) Shares 4,019 (+12.2%) Est. Cost $303.25 Unrealized -7.9%
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,936 (+4.0%) Shares 60,817 (+1.6%) Est. Cost $26.55 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $413 (+21.8%) Shares 15,465 (+22.5%) Est. Cost $26.81 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $491 (+17.1%) Shares 3,483 (+14.4%) Est. Cost $130.10 Unrealized
GSK GSK PLC 0.0%
Value ($000) $503 (+16.2%) Shares 10,250 (+2.2%) Est. Cost $36.78 Unrealized
DIVB ISHARES TR 0.0%
Value ($000) $1,083 (+6.9%) Shares 20,371 (+5.0%) Est. Cost $51.11 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $572 (+13.7%) Shares 6,737 (+12.5%) Est. Cost $68.76 Unrealized +27.2%
ADME ETF SER SOLUTIONS 0.0%
Value ($000) $1,312 (+5.5%) Shares 25,573 (+5.0%) Est. Cost $45.46 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $275 (+32.6%) Shares 12,321 (+37.2%) Est. Cost $22.88 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $293 (+29.8%) Shares 2,248 (+38.4%) Est. Cost $131.80 Unrealized +1.1%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $5,656 (-1.2%) Shares 30,566 (+1.2%) Est. Cost $148.06 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $789 (+9.0%) Shares 10,511 (+6.5%) Est. Cost $66.91 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $164 (+66.2%) Shares 18,732 (+41.9%) Est. Cost $10.95 Unrealized -28.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $899 (-6.8%) Shares 17,165 (+1.3%) Est. Cost $44.98 Unrealized +18.9%
TRMB TRIMBLE INC 0.0%
Value ($000) $337 (+23.1%) Shares 4,296 (+28.2%) Est. Cost $71.59 Unrealized +11.3%
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $415 (+17.5%) Shares 12,591 (+15.3%) Est. Cost $30.83 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,193 (+5.5%) Shares 5,674 (+2.1%) Est. Cost $168.36 Unrealized
BXP BXP INC 0.0%
Value ($000) $417 (+17.2%) Shares 6,184 (+29.2%) Est. Cost $66.42 Unrealized +6.0%
PCAR PACCAR INC 0.0%
Value ($000) $419 (+17.1%) Shares 3,828 (+5.2%) Est. Cost $69.42 Unrealized +45.8%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,936 (+2.0%) Shares 62,355 (+1.8%) Est. Cost $46.85 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $607 (+10.4%) Shares 897 (+4.3%) Est. Cost $505.14 Unrealized +34.8%
VTR VENTAS INC 0.0%
Value ($000) $366 (+17.6%) Shares 4,732 (+6.4%) Est. Cost $57.96 Unrealized +29.4%
TQQQ PROSHARES TR 0.0%
Value ($000) $706 (-7.2%) Shares 13,384 (+82.0%) Est. Cost $67.16 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $300 (+22.1%) Shares 5,683 (+22.4%) Est. Cost $51.76 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $388 (+16.2%) Shares 1,737 (+24.0%) Est. Cost $172.02 Unrealized +32.1%
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $560 (+10.6%) Shares 13,467 (+12.4%) Est. Cost $42.16 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $417 (-11.3%) Shares 40,017 (+4.9%) Est. Cost $6.43 Unrealized +114.4%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $422 (+14.2%) Shares 6,071 (+16.4%) Est. Cost $73.07 Unrealized
RYLD GLOBAL X FDS 0.0%
Value ($000) $402 (+13.3%) Shares 26,299 (+11.5%) Est. Cost $17.73 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,017 (+4.9%) Shares 3,366 (+3.3%) Est. Cost $275.13 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,077 (+4.6%) Shares 29,722 (+2.4%) Est. Cost $30.27 Unrealized +18.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $360 (+15.0%) Shares 3,069 (+29.5%) Est. Cost $111.76 Unrealized +9.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $579 (+8.8%) Shares 9,884 (+13.5%) Est. Cost $56.65 Unrealized +5.5%
EQIX EQUINIX INC 0.0%
Value ($000) $271 (+20.8%) Shares 354 (+23.8%) Est. Cost $775.56 Unrealized +0.7%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $725 (+6.4%) Shares 16,354 (+4.2%) Est. Cost $35.63 Unrealized
KAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $542 (+8.3%) Shares 20,431 (+6.2%) Est. Cost $25.06 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $485 (+9.3%) Shares 2,289 (+7.7%) Est. Cost $199.69 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $275 (+17.3%) Shares 272 (+10.6%) Est. Cost $1020.83 Unrealized -5.1%
IGRO ISHARES TR 0.0%
Value ($000) $296 (+15.8%) Shares 3,573 (+11.4%) Est. Cost $79.98 Unrealized
NMAX NEWSMAX INC 0.0%
Value ($000) $101 (-28.3%) Shares 13,048 (+15.1%) Est. Cost $12.99 Unrealized -26.0%
FTNT FORTINET INC 0.0%
Value ($000) $369 (+11.7%) Shares 4,647 (+18.2%) Est. Cost $88.26 Unrealized -6.0%
SYY SYSCO CORP 0.0%
Value ($000) $752 (-4.8%) Shares 10,203 (+6.3%) Est. Cost $69.06 Unrealized +9.3%
IDU ISHARES TR 0.0%
Value ($000) $850 (+4.6%) Shares 7,844 (+7.1%) Est. Cost $110.73 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $888 (-4.0%) Shares 15,340 (+85.9%) Est. Cost $75.02 Unrealized
VFMF VANGUARD WELLINGTON FD 0.0%
Value ($000) $392 (+10.3%) Shares 2,599 (+5.6%) Est. Cost $135.35 Unrealized
BFAP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $259 (-12.3%) Shares 14,244 (+17.4%) Est. Cost $22.41 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $710 (-4.7%) Shares 8,910 (+30.1%) Est. Cost $49.26 Unrealized +82.1%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $265 (+15.1%) Shares 3,574 (+3.6%) Est. Cost $67.12 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $6,368 (+0.5%) Shares 64,645 (+2.1%) Est. Cost $82.31 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $360 (+10.0%) Shares 7,084 (+6.8%) Est. Cost $44.69 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $349 (+10.2%) Shares 18,442 (+13.2%) Est. Cost $18.86 Unrealized
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $571 (+5.4%) Shares 291,250 (+4.9%) Est. Cost $1.64 Unrealized +40.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $419 (-6.4%) Shares 7,176 (+7.5%) Est. Cost $66.40 Unrealized -2.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $412 (+7.3%) Shares 205 (+25.0%) Est. Cost $2135.25 Unrealized -1.6%
INTU INTUIT 0.0%
Value ($000) $503 (+5.6%) Shares 760 (+8.9%) Est. Cost $610.13 Unrealized +8.3%
RPM RPM INTL INC 0.0%
Value ($000) $217 (-10.8%) Shares 2,090 (+1.1%) Est. Cost $121.42 Unrealized -10.8%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,173 (+0.5%) Shares 92,703 (+1.5%) Est. Cost $41.16 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $197 (+12.5%) Shares 21,201 (+7.9%) Est. Cost $9.17 Unrealized -4.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $291 (+7.9%) Shares 1,373 (+16.9%) Est. Cost $227.27 Unrealized -5.6%
ISPY PROSHARES TR 0.0%
Value ($000) $360 (+6.3%) Shares 7,899 (+5.1%) Est. Cost $45.14 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $392 (+5.5%) Shares 3,490 (+19.2%) Est. Cost $140.35 Unrealized -17.0%
USMV ISHARES TR 0.1%
Value ($000) $4,919 (+0.4%) Shares 52,236 (+1.5%) Est. Cost $75.05 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $2,354 (+0.9%) Shares 18,791 (+7.8%) Est. Cost $112.03 Unrealized +13.6%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $540 (+3.6%) Shares 7,746 (+1.8%) Est. Cost $60.04 Unrealized
QMNV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $304 (+6.2%) Shares 13,015 (+1.3%) Est. Cost $19.61 Unrealized
INTF ISHARES TR 0.0%
Value ($000) $236 (+7.7%) Shares 6,261 (+2.5%) Est. Cost $35.95 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $376 (+4.4%) Shares 10,422 (+4.9%) Est. Cost $34.02 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $87 (+22.1%) Shares 14,202 (+6.7%) Est. Cost $6.57 Unrealized -9.5%
CALF PACER FDS TR 0.0%
Value ($000) $355 (+4.3%) Shares 8,006 (+2.9%) Est. Cost $41.06 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $256 (+6.1%) Shares 10,337 (+5.8%) Est. Cost $23.52 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,267 (-1.1%) Shares 2,222 (+5.7%) Est. Cost $423.53 Unrealized +36.7%
MFDX PIMCO EQUITY SER 0.0%
Value ($000) $216 (+6.6%) Shares 5,634 (+3.1%) Est. Cost $37.21 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $237 (+5.6%) Shares 5,476 (+7.4%) Est. Cost $38.55 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $281 (+4.6%) Shares 5,532 (+2.4%) Est. Cost $49.69 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $245 (+5.3%) Shares 3,415 (+3.5%) Est. Cost $64.75 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $285 (+4.5%) Shares 5,326 (+2.1%) Est. Cost $50.10 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $645 (-1.7%) Shares 2,487 (+9.5%) Est. Cost $299.25 Unrealized -7.3%
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $213 (+5.3%) Shares 7,965 (+4.3%) Est. Cost $26.47 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $495 (+2.1%) Shares 5,192 (+4.5%) Est. Cost $92.99 Unrealized +5.4%
ESUM STRATEGY SHS 0.0%
Value ($000) $216 (+4.3%) Shares 8,039 (+5.3%) Est. Cost $27.17 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,408 (-0.6%) Shares 51,222 (+2.4%) Est. Cost $25.65 Unrealized +4.9%
USHY ISHARES TR 0.0%
Value ($000) $354 (+2.0%) Shares 9,478 (+3.0%) Est. Cost $35.75 Unrealized
T AT&T INC 0.2%
Value ($000) $14,817 (-0.0%) Shares 596,504 (+13.6%) Est. Cost $20.53 Unrealized +23.2%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $401 (+1.5%) Shares 1,917 (+1.6%) Est. Cost $172.46 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $310 (+1.8%) Shares 13,136 (+2.2%) Est. Cost $20.77 Unrealized
CPRT COPART INC 0.0%
Value ($000) $436 (+1.0%) Shares 11,132 (+16.0%) Est. Cost $46.35 Unrealized -10.5%
MET METLIFE INC 0.0%
Value ($000) $297 (+1.4%) Shares 3,767 (+5.8%) Est. Cost $79.95 Unrealized -1.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $229 (+1.8%) Shares 1,441 (+3.6%) Est. Cost $155.61 Unrealized +6.2%
CMS CMS ENERGY CORP 0.0%
Value ($000) $200 (-1.9%) Shares 2,865 (+2.8%) Est. Cost $68.17 Unrealized +6.4%
OGE OGE ENERGY CORP 0.0%
Value ($000) $750 (-0.4%) Shares 17,567 (+7.9%) Est. Cost $39.54 Unrealized +12.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $232 (+1.4%) Shares 3,447 (+7.2%) Est. Cost $64.55 Unrealized +7.7%
QLD PROSHARES TR 0.0%
Value ($000) $1,147 (+0.3%) Shares 16,296 (+95.4%) Est. Cost $76.80 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $321 (-0.8%) Shares 18,540 (+1.3%) Est. Cost $17.90 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $89 (-2.9%) Shares 12,419 (+2.4%) Est. Cost $3.43 Unrealized +107.5%
AEE AMEREN CORP 0.0%
Value ($000) $751 (+0.2%) Shares 7,523 (+4.8%) Est. Cost $90.03 Unrealized +13.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $314 (+0.5%) Shares 1,214 (+20.3%) Est. Cost $208.19 Unrealized +26.9%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $153 (-0.6%) Shares 13,076 (+13.5%) Est. Cost $7.90 Unrealized +66.2%

Exited Positions (109)

XISE FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $16,126 Shares 533,559 Est. Cost $30.56 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $5,353 Shares 222,857 Est. Cost $24.34 Unrealized
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $5,337 Shares 57,057 Est. Cost $92.92 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $4,868 Shares 325,824 Est. Cost $16.82 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $4,339 Shares 26,223 Est. Cost $165.45 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $2,785 Shares 19,760 Est. Cost $140.89 Unrealized -4.2%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $1,987 Shares 4,112 Est. Cost $273.80 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,791 Shares 77,669 Est. Cost $23.05 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,561 Shares 51,369 Est. Cost $30.34 Unrealized
XIMR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,150 Shares 36,826 Est. Cost $31.21 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,129 Shares 12,597 Est. Cost $88.16 Unrealized
PALC PACER FDS TR 0.0%
Value ($000) $934 Shares 18,048 Est. Cost $48.93 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $842 Shares 6,649 Est. Cost $120.99 Unrealized
AGQ PROSHARES TR II 0.0%
Value ($000) $820 Shares 10,750 Est. Cost $62.87 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $792 Shares 7,554 Est. Cost $89.20 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $780 Shares 12,317 Est. Cost $63.30 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $744 Shares 35,961 Est. Cost $20.55 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $739 Shares 25,568 Est. Cost $23.55 Unrealized
ISHARES TR 0.0%
Value ($000) $729 Shares 31,388 Est. Cost $23.22 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $724 Shares 12,759 Est. Cost $47.38 Unrealized -9.6%
UNM UNUM GROUP 0.0%
Value ($000) $714 Shares 9,182 Est. Cost $74.94 Unrealized +2.1%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $703 Shares 23,597 Est. Cost $17.53 Unrealized +86.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $687 Shares 4,961 Est. Cost $124.28 Unrealized -14.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $640 Shares 3,364 Est. Cost $203.79 Unrealized -10.6%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $573 Shares 9,639 Est. Cost $59.42 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $524 Shares 2,452 Est. Cost $165.30 Unrealized +49.4%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $484 Shares 7,122 Est. Cost $78.02 Unrealized
KELLANOVA 0.0%
Value ($000) $462 Shares 5,634 Est. Cost $68.71 Unrealized +20.3%
PROSHARES TR 0.0%
Value ($000) $453 Shares 31,378 Est. Cost $14.45 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $453 Shares 11,231 Est. Cost $40.35 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $443 Shares 232 Est. Cost $1960.42 Unrealized +3.3%
EWG ISHARES INC 0.0%
Value ($000) $439 Shares 10,544 Est. Cost $41.61 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $435 Shares 9,127 Est. Cost $43.58 Unrealized
JD JD.COM INC 0.0%
Value ($000) $388 Shares 11,098 Est. Cost $33.10 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $388 Shares 12,261 Est. Cost $30.69 Unrealized
FISV FISERV INC 0.0%
Value ($000) $373 Shares 2,893 Est. Cost $112.41 Unrealized -25.4%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $372 Shares 2,328 Est. Cost $178.28 Unrealized -13.1%
QQA INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $369 Shares 7,012 Est. Cost $50.30 Unrealized
RZLV REZOLVE AI PLC 0.0%
Value ($000) $369 Shares 74,000 Est. Cost $3.94 Unrealized -4.2%
ISHARES TR 0.0%
Value ($000) $365 Shares 15,638 Est. Cost $23.37 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $343 Shares 52,610 Est. Cost $6.40 Unrealized +2.1%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $340 Shares 2,549 Est. Cost $149.24 Unrealized -11.2%
UNILEVER PLC 0.0%
Value ($000) $340 Shares 5,730 Est. Cost $52.22 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $339 Shares 3,322 Est. Cost $100.51 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $329 Shares 5,515 Est. Cost $62.65 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $329 Shares 2,116 Est. Cost $155.46 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $326 Shares 2,704 Est. Cost $120.66 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $318 Shares 5,923 Est. Cost $48.24 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $317 Shares 14,717 Est. Cost $21.57 Unrealized
QGRW WISDOMTREE TR 0.0%
Value ($000) $316 Shares 5,506 Est. Cost $52.55 Unrealized
ACIO ETF SER SOLUTIONS 0.0%
Value ($000) $315 Shares 7,252 Est. Cost $43.43 Unrealized
BULL WEBULL CORP 0.0%
Value ($000) $314 Shares 21,250 Est. Cost $14.26 Unrealized -29.5%
SN SHARKNINJA INC 0.0%
Value ($000) $289 Shares 2,806 Est. Cost $114.21 Unrealized -13.7%
WAB WABTEC 0.0%
Value ($000) $284 Shares 1,417 Est. Cost $192.49 Unrealized +6.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $282 Shares 3,622 Est. Cost $30.28 Unrealized +23.5%
TIDAL TRUST II 0.0%
Value ($000) $277 Shares 19,858 Est. Cost $17.72 Unrealized
CEPN CANTOR EQUITY PARTNERS INC 0.0%
Value ($000) $273 Shares 12,210 Est. Cost $25.97 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $268 Shares 4,097 Est. Cost $59.90 Unrealized -5.4%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $265 Shares 9,921 Est. Cost $21.34 Unrealized
MNDY MONDAY COM LTD 0.0%
Value ($000) $263 Shares 1,356 Est. Cost $230.24 Unrealized -26.9%
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $261 Shares 7,012 Est. Cost $32.77 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $261 Shares 6,714 Est. Cost $34.44 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $258 Shares 3,373 Est. Cost $57.56 Unrealized +26.4%
KURA KURA ONCOLOGY INC 0.0%
Value ($000) $254 Shares 28,750 Est. Cost $7.13 Unrealized +47.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $253 Shares 1,766 Est. Cost $145.62 Unrealized +1.0%
DEO DIAGEO PLC 0.0%
Value ($000) $247 Shares 2,593 Est. Cost $143.86 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $246 Shares 20,000 Est. Cost $13.35 Unrealized +4.1%
UYLD ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $245 Shares 4,792 Est. Cost $51.14 Unrealized
SMOT VANECK ETF TRUST 0.0%
Value ($000) $244 Shares 6,769 Est. Cost $36.08 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $239 Shares 1,776 Est. Cost $134.43 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $236 Shares 1,600 Est. Cost $137.85 Unrealized +11.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $233 Shares 1,731 Est. Cost $157.52 Unrealized -13.1%
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $230 Shares 5,680 Est. Cost $39.15 Unrealized
USAF 2023 ETF SERIES TRUST 0.0%
Value ($000) $229 Shares 8,397 Est. Cost $26.09 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $228 Shares 5,985 Est. Cost $49.43 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $227 Shares 2,429 Est. Cost $93.36 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $226 Shares 2,345 Est. Cost $105.18 Unrealized -13.4%
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $225 Shares 4,700 Est. Cost $45.16 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $223 Shares 2,431 Est. Cost $93.37 Unrealized -6.5%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $220 Shares 8,177 Est. Cost $26.68 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $219 Shares 2,628 Est. Cost $83.40 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $218 Shares 6,984 Est. Cost $30.25 Unrealized +12.2%
TOST TOAST INC 0.0%
Value ($000) $217 Shares 5,953 Est. Cost $43.41 Unrealized -17.0%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $216 Shares 849 Est. Cost $292.68 Unrealized -23.2%
DAYFORCE INC 0.0%
Value ($000) $215 Shares 3,123 Est. Cost $62.23 Unrealized +10.6%
GROZ ZACKS TRUST 0.0%
Value ($000) $211 Shares 7,209 Est. Cost $29.34 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $211 Shares 5,585 Est. Cost $37.77 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 7,960 Est. Cost $26.30 Unrealized
BOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $209 Shares 4,316 Est. Cost $48.42 Unrealized
MRAL GRANITESHARES ETF TR 0.0%
Value ($000) $208 Shares 9,000 Est. Cost $23.12 Unrealized
QBF INNOVATOR ETFS TRUST 0.0%
Value ($000) $205 Shares 7,529 Est. Cost $27.23 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $203 Shares 4,531 Est. Cost $101.48 Unrealized -60.6%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $202 Shares 643 Est. Cost $169.27 Unrealized +85.7%
IFRA ISHARES TR 0.0%
Value ($000) $202 Shares 3,833 Est. Cost $38.86 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $200 Shares 2,113 Est. Cost $94.11 Unrealized +1.7%
CDE COEUR MNG INC 0.0%
Value ($000) $198 Shares 10,549 Est. Cost $12.24 Unrealized +42.1%
TILRAY BRANDS INC 0.0%
Value ($000) $180 Shares 104,168 Est. Cost $1.73 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $176 Shares 13,732 Est. Cost $12.86 Unrealized +4.4%
PATH UIPATH INC 0.0%
Value ($000) $150 Shares 11,193 Est. Cost $11.82 Unrealized +31.6%
BRCC BRC INC 0.0%
Value ($000) $142 Shares 91,242 Est. Cost $1.60 Unrealized -19.0%
LPL LG DISPLAY CO LTD 0.0%
Value ($000) $131 Shares 25,000 Est. Cost $5.22 Unrealized
AMDL GRANITESHARES ETF TR 0.0%
Value ($000) $103 Shares 10,000 Est. Cost Unrealized
NTHI NEONC TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $100 Shares 11,000 Est. Cost $6.70 Unrealized +40.0%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $97 Shares 25,000 Est. Cost Unrealized
BTAI BIOXCEL THERAPEUTICS INC 0.0%
Value ($000) $76 Shares 29,549 Est. Cost $3.15 Unrealized -34.6%
MBOT MICROBOT MED INC 0.0%
Value ($000) $38 Shares 12,500 Est. Cost $3.12 Unrealized -24.0%
REFR RESEARCH FRONTIERS INC 0.0%
Value ($000) $22 Shares 13,800 Est. Cost $2.07 Unrealized -18.4%
DRAGONFLY ENERGY HOLDINGS CO 0.0%
Value ($000) $21 Shares 34,500 Est. Cost $0.59 Unrealized
ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $0.72 Unrealized

Decreased Positions (333)

IGV ISHARES TR 0.0%
Value ($000) $1,134 (-98.8%) Shares 10,732 (-98.7%) Est. Cost $98.36 Unrealized
BIL SPDR SERIES TRUST 1.1%
Value ($000) $83,384 (-47.8%) Shares 912,502 (-47.6%) Est. Cost $91.75 Unrealized
QUAL ISHARES TR 1.4%
Value ($000) $106,465 (-33.9%) Shares 536,023 (-35.2%) Est. Cost $152.91 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $531 (-98.5%) Shares 5,757 (-98.5%) Est. Cost $78.84 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $7,898 (-74.4%) Shares 230,535 (-75.0%) Est. Cost $28.79 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $484 (-97.9%) Shares 1,228 (-97.9%) Est. Cost $327.13 Unrealized
SLV ISHARES SILVER TR 0.7%
Value ($000) $54,587 (+48.7%) Shares 847,369 (-2.2%) Est. Cost $29.18 Unrealized
SHV ISHARES TR 0.5%
Value ($000) $39,273 (-25.2%) Shares 356,543 (-25.0%) Est. Cost $110.46 Unrealized
EFV ISHARES TR 1.7%
Value ($000) $128,927 (-8.4%) Shares 1,805,445 (-13.0%) Est. Cost $58.11 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $633 (-94.8%) Shares 2,997 (-94.8%) Est. Cost $218.41 Unrealized
TDSC EXCHANGE LISTED FDS TR 0.9%
Value ($000) $70,565 (-12.4%) Shares 2,791,765 (-12.6%) Est. Cost $24.94 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,648 (-61.4%) Shares 39,233 (-24.4%) Est. Cost $172.79 Unrealized
CLSM EXCHANGE LISTED FDS TR 0.8%
Value ($000) $60,496 (-11.6%) Shares 2,603,444 (-12.4%) Est. Cost $20.72 Unrealized
GDX VANECK ETF TRUST 0.2%
Value ($000) $12,130 (-38.8%) Shares 141,421 (-45.4%) Est. Cost $76.40 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,002 (-77.1%) Shares 46,156 (-77.8%) Est. Cost $35.83 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $12,750 (-32.3%) Shares 151,266 (-37.1%) Est. Cost $65.43 Unrealized
FLRT PACER FDS TR 0.4%
Value ($000) $28,112 (-17.1%) Shares 596,413 (-16.7%) Est. Cost $46.80 Unrealized
TLH ISHARES TR 0.7%
Value ($000) $52,706 (-9.6%) Shares 518,407 (-8.4%) Est. Cost $103.41 Unrealized
TDSB EXCHANGE LISTED FDS TR 0.5%
Value ($000) $36,751 (-12.9%) Shares 1,532,983 (-15.2%) Est. Cost $24.03 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $902 (-85.5%) Shares 8,807 (-85.4%) Est. Cost $102.57 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $17,464 (-23.1%) Shares 216,590 (-22.5%) Est. Cost $81.09 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $4,651 (-52.1%) Shares 53,362 (-50.8%) Est. Cost $93.92 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,005 (-83.3%) Shares 25,689 (-83.6%) Est. Cost $35.88 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,521 (-75.5%) Shares 27,766 (-75.9%) Est. Cost $39.93 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $3,249 (-58.0%) Shares 28,554 (-63.5%) Est. Cost $99.03 Unrealized
RPHS TWO RDS SHARED TR 0.5%
Value ($000) $38,044 (-10.0%) Shares 3,737,087 (-2.0%) Est. Cost $8.87 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $104,129 (-3.8%) Shares 152,699 (-6.0%) Est. Cost $484.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,050 (-63.3%) Shares 38,137 (-63.0%) Est. Cost $47.52 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $6,379 (-35.1%) Shares 102,110 (-37.8%) Est. Cost $50.75 Unrealized
ARQQW ARQIT QUANTUM INC 0.0%
Value ($000) $469 (-87.7%) Shares 3,038,621 (-25.1%) Est. Cost $1.80 Unrealized
GRNY TIDAL TRUST I 0.0%
Value ($000) $2,051 (-61.9%) Shares 82,834 (-61.5%) Est. Cost $24.99 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $8,689 (-25.3%) Shares 127,107 (-1.9%) Est. Cost $66.08 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $3,129 (-47.8%) Shares 55,001 (-38.4%) Est. Cost $67.04 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,330 (-66.4%) Shares 24,702 (-61.0%) Est. Cost $64.69 Unrealized -11.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $11,720 (-17.9%) Shares 13,590 (-11.9%) Est. Cost $799.80 Unrealized +13.2%
IBND SPDR SERIES TRUST 0.0%
Value ($000) $277 (-89.8%) Shares 8,639 (-89.8%) Est. Cost $32.56 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $521 (-82.3%) Shares 2,689 (-82.9%) Est. Cost $149.35 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,955 (-44.9%) Shares 107,737 (-45.2%) Est. Cost $29.83 Unrealized
UFO PROCURE ETF TRUST II 0.0%
Value ($000) $889 (-71.6%) Shares 22,996 (-73.8%) Est. Cost $35.67 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $7,066 (-24.0%) Shares 43,405 (-20.6%) Est. Cost $118.62 Unrealized +42.3%
KO COCA COLA CO 0.0%
Value ($000) $3,624 (-38.1%) Shares 51,838 (-41.3%) Est. Cost $63.45 Unrealized +9.4%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,507 (-44.5%) Shares 21,011 (-43.7%) Est. Cost $119.37 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $5,929 (-24.7%) Shares 61,656 (-24.5%) Est. Cost $95.54 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $8,283 (-18.3%) Shares 54,346 (-16.7%) Est. Cost $140.03 Unrealized +8.1%
AGG ISHARES TR 0.0%
Value ($000) $2,127 (-46.3%) Shares 21,296 (-46.1%) Est. Cost $99.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $8,277 (-16.8%) Shares 24,053 (-2.1%) Est. Cost $315.45 Unrealized +15.6%
LIN LINDE PLC 0.0%
Value ($000) $629 (-70.9%) Shares 1,475 (-67.5%) Est. Cost $346.28 Unrealized +23.4%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $14,040 (-8.8%) Shares 175,018 (-10.9%) Est. Cost $72.11 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $17,768 (-6.8%) Shares 302,545 (-6.6%) Est. Cost $58.49 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $18,216 (+7.3%) Shares 126,356 (-4.7%) Est. Cost $98.31 Unrealized
ADFI TWO RDS SHARED TR 0.5%
Value ($000) $40,773 (-2.9%) Shares 4,754,884 (-2.6%) Est. Cost $8.66 Unrealized
ESPO VANECK ETF TRUST 0.0%
Value ($000) $267 (-81.7%) Shares 2,575 (-78.6%) Est. Cost $121.23 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $22,118 (+5.6%) Shares 183,799 (-1.0%) Est. Cost $101.05 Unrealized +14.3%
RS RELIANCE INC 0.0%
Value ($000) $418 (-73.5%) Shares 1,448 (-74.2%) Est. Cost $300.03 Unrealized -6.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $454 (-70.8%) Shares 1,628 (-69.3%) Est. Cost $293.78 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $12,074 (-8.3%) Shares 145,789 (-8.1%) Est. Cost $82.42 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $365 (-74.8%) Shares 5,668 (-75.6%) Est. Cost $60.17 Unrealized
HEWJ ISHARES TR 0.0%
Value ($000) $421 (-68.4%) Shares 7,993 (-70.4%) Est. Cost $49.27 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,498 (-37.2%) Shares 30,484 (-37.0%) Est. Cost $50.86 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $437 (-66.2%) Shares 4,943 (-65.0%) Est. Cost $88.96 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $242 (-77.9%) Shares 6,008 (-76.9%) Est. Cost $39.80 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $4,022 (-17.3%) Shares 41,872 (-18.0%) Est. Cost $84.85 Unrealized +14.5%
GLD SPDR GOLD TR 1.3%
Value ($000) $102,823 (-0.8%) Shares 259,450 (-11.0%) Est. Cost $219.99 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $821 (-46.8%) Shares 56,464 (-43.9%) Est. Cost $10.62 Unrealized +59.8%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $561 (-56.2%) Shares 19,183 (-28.3%) Est. Cost $36.61 Unrealized +12.5%
CMI CUMMINS INC 0.1%
Value ($000) $4,225 (-14.0%) Shares 8,277 (-28.8%) Est. Cost $283.24 Unrealized +64.6%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $25,583 (-2.5%) Shares 164,925 (-3.1%) Est. Cost $146.78 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $215 (-74.9%) Shares 15,178 (-36.2%) Est. Cost $25.09 Unrealized +14.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $578 (-52.4%) Shares 1,021 (-62.4%) Est. Cost $546.78 Unrealized -2.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $659 (-48.9%) Shares 3,245 (-39.7%) Est. Cost $216.72 Unrealized -2.5%
BB BLACKBERRY LTD 0.0%
Value ($000) $181 (-77.3%) Shares 47,839 (-70.8%) Est. Cost $3.97 Unrealized +10.9%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $2,794 (-18.0%) Shares 25,478 (-21.5%) Est. Cost $104.91 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $403 (-60.3%) Shares 8,985 (-45.6%) Est. Cost $41.52 Unrealized +35.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $6,196 (-8.9%) Shares 32,346 (-9.8%) Est. Cost $178.01 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,527 (-19.3%) Shares 34,122 (-19.0%) Est. Cost $72.68 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $54,624 (-1.0%) Shares 111,967 (-2.7%) Est. Cost $369.84 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1,223 (-31.3%) Shares 24,330 (-31.3%) Est. Cost $50.19 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value ($000) $1,220 (-31.3%) Shares 12,297 (-31.1%) Est. Cost $99.52 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $1,014 (-34.8%) Shares 22,161 (-18.0%) Est. Cost $38.40 Unrealized +31.2%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $4,100 (-11.6%) Shares 38,873 (-4.0%) Est. Cost $96.88 Unrealized +13.8%
HCMT DIREXION SHS ETF TR 0.1%
Value ($000) $7,416 (-6.7%) Shares 192,325 (-9.3%) Est. Cost $30.37 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $3,357 (-13.7%) Shares 7,093 (-14.6%) Est. Cost $347.24 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $304 (-63.1%) Shares 1,344 (-55.7%) Est. Cost $211.73 Unrealized +10.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,235 (-29.6%) Shares 15,117 (-15.6%) Est. Cost $72.68 Unrealized +23.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $4,802 (-9.8%) Shares 23,069 (-6.9%) Est. Cost $160.14 Unrealized +27.4%
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $207 (-70.8%) Shares 4,550 (-71.0%) Est. Cost $45.24 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $732 (-40.5%) Shares 36,471 (-19.2%) Est. Cost $25.97 Unrealized -13.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $444 (-51.9%) Shares 8,733 (-47.6%) Est. Cost $92.70 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $1,594 (-21.7%) Shares 96,650 (-18.5%) Est. Cost $13.82 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2,870 (-13.1%) Shares 6,123 (-9.1%) Est. Cost $231.54 Unrealized +119.9%
XYZ BLOCK INC 0.0%
Value ($000) $336 (-55.0%) Shares 5,159 (-50.0%) Est. Cost $74.85 Unrealized -7.8%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $1,172 (-25.7%) Shares 30,254 (-2.9%) Est. Cost $43.79 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,163 (-25.2%) Shares 14,757 (-25.1%) Est. Cost $77.58 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $289 (-57.4%) Shares 85 (-46.2%) Est. Cost $4011.66 Unrealized -5.8%
BB BLACKBERRY LTD 0.0%
Value ($000) $104 (-78.6%) Shares 27,500 (-72.5%) Est. Cost $3.97 Unrealized +10.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,910 (-7.0%) Shares 85,786 (-7.2%) Est. Cost $56.75 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $358 (-49.8%) Shares 9,327 (-47.7%) Est. Cost $41.88 Unrealized -6.0%
LOW LOWES COS INC 0.1%
Value ($000) $4,849 (-6.6%) Shares 20,106 (-2.6%) Est. Cost $224.11 Unrealized +7.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,503 (-18.1%) Shares 25,357 (-20.5%) Est. Cost $51.34 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $250 (-56.1%) Shares 430 (-47.2%) Est. Cost $607.15 Unrealized +3.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $2,575 (-10.9%) Shares 27,632 (-19.9%) Est. Cost $57.17 Unrealized +51.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2,535 (-11.0%) Shares 6,514 (-3.5%) Est. Cost $373.69 Unrealized +10.7%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $4,263 (-6.5%) Shares 39,950 (-8.4%) Est. Cost $72.75 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $479 (-37.9%) Shares 3,898 (-30.0%) Est. Cost $132.58 Unrealized -2.9%
MRK MERCK & CO INC 0.0%
Value ($000) $1,836 (+18.7%) Shares 17,440 (-5.4%) Est. Cost $96.57 Unrealized -3.5%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $1,129 (-20.1%) Shares 16,692 (-47.5%) Est. Cost $26.44 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $387 (-41.6%) Shares 3,039 (-40.5%) Est. Cost $120.25 Unrealized +3.4%
ETN EATON CORP PLC 0.0%
Value ($000) $1,153 (-19.0%) Shares 3,620 (-4.9%) Est. Cost $296.02 Unrealized +19.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $302 (-47.1%) Shares 1,352 (-29.4%) Est. Cost $195.37 Unrealized +35.8%
IYW ISHARES TR 0.1%
Value ($000) $4,478 (-5.6%) Shares 22,423 (-7.4%) Est. Cost $123.58 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $9,394 (-2.8%) Shares 185,725 (-2.4%) Est. Cost $50.68 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $285 (-48.1%) Shares 5,507 (-49.7%) Est. Cost $47.55 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $8,516 (-2.9%) Shares 122,680 (-4.8%) Est. Cost $50.06 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1,304 (-16.3%) Shares 26,979 (-14.3%) Est. Cost $49.34 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,396 (-15.1%) Shares 27,601 (-14.9%) Est. Cost $50.36 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $414 (-37.5%) Shares 4,184 (-40.3%) Est. Cost $99.81 Unrealized -3.7%
EMXC ISHARES INC 0.0%
Value ($000) $626 (-27.2%) Shares 8,610 (-32.4%) Est. Cost $57.35 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $16,791 (+1.4%) Shares 218,004 (-1.1%) Est. Cost $57.60 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,521 (-13.0%) Shares 36,865 (-12.3%) Est. Cost $41.75 Unrealized
SBET SHARPLINK GAMING INC 0.0%
Value ($000) $211 (-51.4%) Shares 23,650 (-7.6%) Est. Cost $19.64 Unrealized -37.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $640 (-25.7%) Shares 6,925 (-25.0%) Est. Cost $60.40 Unrealized +56.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $689 (-23.7%) Shares 852 (-9.9%) Est. Cost $421.70 Unrealized +105.6%
SMLF ISHARES TR 0.2%
Value ($000) $17,768 (-1.2%) Shares 237,289 (-1.9%) Est. Cost $62.16 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $478 (-30.3%) Shares 11,631 (-19.9%) Est. Cost $56.33 Unrealized -26.2%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $2,271 (-8.3%) Shares 37,599 (-3.5%) Est. Cost $49.83 Unrealized +18.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $832 (-19.2%) Shares 2,983 (-6.2%) Est. Cost $125.57 Unrealized +124.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $450 (-30.0%) Shares 1,657 (-36.6%) Est. Cost $179.26 Unrealized +39.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $878 (-17.6%) Shares 2,608 (-16.5%) Est. Cost $252.17 Unrealized +35.2%
TLTW ISHARES TR 0.0%
Value ($000) $658 (-22.1%) Shares 29,018 (-19.7%) Est. Cost $25.61 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $610 (-23.2%) Shares 5,011 (-24.0%) Est. Cost $105.90 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,567 (-10.5%) Shares 34,000 (-10.2%) Est. Cost $41.55 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $426 (-29.8%) Shares 1,723 (-22.6%) Est. Cost $259.39 Unrealized -3.0%
TGT TARGET CORP 0.0%
Value ($000) $301 (-37.5%) Shares 3,080 (-42.7%) Est. Cost $138.62 Unrealized -33.9%
ITOT ISHARES TR 0.1%
Value ($000) $6,731 (-2.6%) Shares 45,268 (-4.5%) Est. Cost $124.87 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $536 (-24.7%) Shares 21,851 (-29.6%) Est. Cost $10.35 Unrealized +178.4%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $996 (-14.9%) Shares 22,482 (-14.7%) Est. Cost $44.51 Unrealized
QQH NORTHERN LTS FD TR III 0.0%
Value ($000) $1,831 (-8.7%) Shares 23,673 (-9.9%) Est. Cost $53.52 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $2,719 (-6.0%) Shares 23,913 (-8.6%) Est. Cost $99.49 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1,100 (-13.4%) Shares 20,105 (-15.5%) Est. Cost $45.46 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $788 (-17.6%) Shares 147 (-16.9%) Est. Cost $2191.56 Unrealized +134.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $469 (-26.2%) Shares 5,137 (-12.8%) Est. Cost $90.33 Unrealized +8.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $640 (-20.3%) Shares 3,934 (-5.6%) Est. Cost $140.36 Unrealized +32.8%
ADSK AUTODESK INC 0.0%
Value ($000) $325 (-33.4%) Shares 1,098 (-28.6%) Est. Cost $210.83 Unrealized +43.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $7,319 (+2.3%) Shares 19,783 (-8.2%) Est. Cost $214.02 Unrealized +66.8%
SHEL SHELL PLC 0.0%
Value ($000) $262 (-37.7%) Shares 3,570 (-39.3%) Est. Cost $63.63 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $3,063 (-4.9%) Shares 76,339 (-4.9%) Est. Cost $37.54 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $2,209 (+7.7%) Shares 28,681 (-4.3%) Est. Cost $46.18 Unrealized +59.8%
ICSH ISHARES TR 0.0%
Value ($000) $362 (-30.0%) Shares 7,148 (-29.8%) Est. Cost $50.75 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $878 (-14.6%) Shares 5,062 (-9.5%) Est. Cost $173.56 Unrealized -1.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $289 (-33.4%) Shares 9,463 (-37.0%) Est. Cost $18.31 Unrealized +52.3%
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $341 (-29.6%) Shares 8,751 (-30.8%) Est. Cost $36.73 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $383 (-27.2%) Shares 11,702 (-25.8%) Est. Cost $33.37 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $3,638 (-3.7%) Shares 19,655 (-2.4%) Est. Cost $148.39 Unrealized +21.3%
POOL POOL CORP 0.0%
Value ($000) $320 (-30.6%) Shares 1,399 (-5.9%) Est. Cost $429.17 Unrealized -39.5%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $197 (-41.6%) Shares 15,327 (-32.1%) Est. Cost $15.11 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $189 (-42.3%) Shares 29,954 (-36.7%) Est. Cost $5.45 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $628 (-17.8%) Shares 4,358 (-3.3%) Est. Cost $137.37 Unrealized +10.7%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1,243 (-9.9%) Shares 16,480 (-12.2%) Est. Cost $59.20 Unrealized
LGH NORTHERN LTS FD TR III 0.0%
Value ($000) $1,628 (-7.7%) Shares 26,269 (-10.0%) Est. Cost $44.64 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $207 (-39.5%) Shares 405 (-43.6%) Est. Cost $487.55 Unrealized -0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $291 (-31.6%) Shares 5,513 (-22.7%) Est. Cost $48.95 Unrealized +13.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $268 (-33.3%) Shares 7,064 (-13.9%) Est. Cost $63.64 Unrealized -30.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $214 (-37.7%) Shares 940 (-32.5%) Est. Cost $226.93 Unrealized -6.4%
FXED TIDAL TRUST I 0.0%
Value ($000) $1,163 (-10.0%) Shares 64,950 (-7.3%) Est. Cost $18.09 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,216 (-9.0%) Shares 27,805 (-10.6%) Est. Cost $38.82 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $464 (-20.3%) Shares 5,024 (-21.1%) Est. Cost $86.24 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $392 (-22.9%) Shares 4,957 (-22.0%) Est. Cost $88.55 Unrealized -11.6%
IDA IDACORP INC 0.0%
Value ($000) $621 (-15.6%) Shares 4,904 (-11.9%) Est. Cost $105.89 Unrealized +22.9%
NVS NOVARTIS AG 0.0%
Value ($000) $583 (-16.3%) Shares 4,229 (-22.2%) Est. Cost $99.41 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $1,056 (-9.6%) Shares 987 (-1.5%) Est. Cost $982.90 Unrealized +10.8%
IWX ISHARES TR 0.0%
Value ($000) $1,071 (-9.2%) Shares 11,664 (-13.1%) Est. Cost $69.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,228 (-8.1%) Shares 14,585 (-7.6%) Est. Cost $86.89 Unrealized -3.3%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $2,670 (-3.8%) Shares 10,351 (-5.1%) Est. Cost $231.63 Unrealized
COR CENCORA INC 0.0%
Value ($000) $501 (-17.2%) Shares 1,484 (-23.4%) Est. Cost $153.23 Unrealized +122.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $567 (-15.4%) Shares 3,229 (-7.4%) Est. Cost $203.82 Unrealized -11.5%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $216 (-31.8%) Shares 11,300 (-24.7%) Est. Cost $21.11 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $205 (-32.8%) Shares 7,248 (-34.2%) Est. Cost $20.04 Unrealized
MMM 3M CO 0.0%
Value ($000) $867 (-10.1%) Shares 5,418 (-12.9%) Est. Cost $127.08 Unrealized +28.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $702 (-12.2%) Shares 1,998 (-7.6%) Est. Cost $303.54 Unrealized +19.7%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $211 (-30.8%) Shares 4,163 (-9.5%) Est. Cost $66.21 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $460 (-16.6%) Shares 18,962 (-10.5%) Est. Cost $30.84 Unrealized -20.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $329 (-21.8%) Shares 859 (-6.7%) Est. Cost $329.39 Unrealized +21.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $244 (-27.1%) Shares 1,615 (-26.8%) Est. Cost $134.12 Unrealized +10.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $270 (-25.0%) Shares 1,456 (-16.4%) Est. Cost $134.05 Unrealized +44.2%
ARKK ARK ETF TR 0.0%
Value ($000) $670 (-11.8%) Shares 8,707 (-1.1%) Est. Cost $115.65 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $10,508 (+0.9%) Shares 236,614 (-2.8%) Est. Cost $38.11 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $253 (-26.1%) Shares 11,747 (-25.9%) Est. Cost $21.57 Unrealized
SHLD GLOBAL X FDS 0.0%
Value ($000) $243 (-26.8%) Shares 3,754 (-20.6%) Est. Cost $70.24 Unrealized
BP BP PLC 0.0%
Value ($000) $443 (-16.5%) Shares 12,757 (-17.2%) Est. Cost $34.50 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $296 (-22.8%) Shares 4,260 (-36.8%) Est. Cost $50.06 Unrealized +24.7%
EXEL EXELIXIS INC 0.0%
Value ($000) $235 (-27.0%) Shares 5,362 (-31.2%) Est. Cost $40.19 Unrealized +2.9%
ECL ECOLAB INC 0.0%
Value ($000) $221 (-28.1%) Shares 842 (-25.0%) Est. Cost $188.87 Unrealized +40.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,340 (-6.0%) Shares 13,412 (-10.2%) Est. Cost $61.66 Unrealized +53.6%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $872 (-8.9%) Shares 40,126 (-4.1%) Est. Cost $21.95 Unrealized -0.6%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $291 (-22.4%) Shares 3,182 (-24.3%) Est. Cost $89.13 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,213 (-6.3%) Shares 5,519 (-5.9%) Est. Cost $200.74 Unrealized +5.9%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $270 (-23.2%) Shares 3,748 (-16.4%) Est. Cost $96.78 Unrealized -23.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $258 (-24.1%) Shares 6,543 (-10.6%) Est. Cost $45.39 Unrealized -10.0%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $631 (-11.0%) Shares 7,649 (-13.0%) Est. Cost $59.62 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $344 (-18.5%) Shares 1,851 (-21.8%) Est. Cost $99.10 Unrealized +88.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $614 (-11.1%) Shares 1,307 (-6.6%) Est. Cost $437.24 Unrealized +1.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $337 (-18.2%) Shares 6,169 (-9.4%) Est. Cost $34.69 Unrealized +57.8%
TXG 10X GENOMICS INC 0.0%
Value ($000) $737 (+10.8%) Shares 45,185 (-20.6%) Est. Cost $13.04 Unrealized +15.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $361 (-16.5%) Shares 2,081 (-8.4%) Est. Cost $165.72 Unrealized +9.9%
HEFA ISHARES TR 0.0%
Value ($000) $2,612 (-2.7%) Shares 63,153 (-6.8%) Est. Cost $36.11 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $361 (-16.6%) Shares 1,944 (-9.3%) Est. Cost $179.38 Unrealized +3.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,253 (-5.4%) Shares 10,865 (-7.7%) Est. Cost $90.66 Unrealized +29.8%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $228 (-23.4%) Shares 4,865 (-24.3%) Est. Cost $46.32 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $577 (-10.6%) Shares 1,966 (-7.0%) Est. Cost $197.48 Unrealized +46.1%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $947 (-6.7%) Shares 19,143 (-4.5%) Est. Cost $49.10 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $257 (-20.8%) Shares 2,337 (-19.9%) Est. Cost $105.95 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $963 (-6.3%) Shares 6,774 (-7.0%) Est. Cost $101.67 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $373 (-14.4%) Shares 4,675 (-14.2%) Est. Cost $77.92 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,651 (+3.8%) Shares 20,562 (-2.4%) Est. Cost $71.04 Unrealized +16.1%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $336 (-15.2%) Shares 7,524 (-11.6%) Est. Cost $40.21 Unrealized
XTAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $245 (-19.6%) Shares 6,019 (-21.7%) Est. Cost $36.18 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $220 (-21.2%) Shares 6,956 (-17.8%) Est. Cost $31.99 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $218 (-21.2%) Shares 20,379 (-28.0%) Est. Cost $9.61 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $303 (-15.9%) Shares 3,152 (-16.9%) Est. Cost $89.51 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $358 (-13.6%) Shares 2,832 (-16.5%) Est. Cost $103.74 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $596 (-8.6%) Shares 13,663 (-5.6%) Est. Cost $40.04 Unrealized +13.5%
AAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $423 (-11.1%) Shares 14,900 (-12.6%) Est. Cost $26.22 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $225 (-19.0%) Shares 2,555 (-23.9%) Est. Cost $78.65 Unrealized +6.6%
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $522 (-9.2%) Shares 11,757 (-11.1%) Est. Cost $42.19 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $399 (-11.6%) Shares 1,621 (-6.4%) Est. Cost $219.00 Unrealized +13.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $3,132 (-1.6%) Shares 30,597 (-1.4%) Est. Cost $88.64 Unrealized +15.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $463 (+12.6%) Shares 2,535 (-8.1%) Est. Cost $173.24 Unrealized -4.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $234 (-18.0%) Shares 1,143 (-19.1%) Est. Cost $131.97 Unrealized +52.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $561 (-8.3%) Shares 1,732 (-2.0%) Est. Cost $273.96 Unrealized +22.0%
EBAY EBAY INC. 0.0%
Value ($000) $278 (-15.2%) Shares 3,187 (-11.4%) Est. Cost $51.36 Unrealized +68.2%
COMP COMPASS INC 0.0%
Value ($000) $257 (+23.8%) Shares 24,344 (-5.9%) Est. Cost $7.92 Unrealized +15.2%
PTNQ PACER FDS TR 0.0%
Value ($000) $234 (-17.4%) Shares 2,981 (-18.6%) Est. Cost $71.01 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $251 (-16.4%) Shares 22,293 (-13.7%) Est. Cost $11.13 Unrealized
OZ BELPOINTE PREP LLC 0.0%
Value ($000) $394 (-10.8%) Shares 6,052 (-12.3%) Est. Cost $68.74 Unrealized -8.4%
ESGU ISHARES TR 0.0%
Value ($000) $559 (-7.9%) Shares 3,751 (-10.0%) Est. Cost $99.46 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $223 (-17.5%) Shares 8,482 (-18.4%) Est. Cost $28.14 Unrealized -7.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $362 (+14.4%) Shares 1,065 (-3.1%) Est. Cost $247.76 Unrealized +24.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $384 (+13.5%) Shares 847 (-2.0%) Est. Cost $395.01 Unrealized +9.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $474 (-8.8%) Shares 1,766 (-16.1%) Est. Cost $277.34 Unrealized -8.4%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $296 (-13.2%) Shares 3,138 (-13.1%) Est. Cost $81.71 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $359 (-10.9%) Shares 2,963 (-1.2%) Est. Cost $61.46 Unrealized +105.3%
DDOG DATADOG INC 0.0%
Value ($000) $265 (-14.2%) Shares 1,950 (-10.2%) Est. Cost $115.77 Unrealized +36.5%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $533 (-7.6%) Shares 20,126 (-5.9%) Est. Cost $28.11 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $956 (-4.4%) Shares 38,389 (-2.1%) Est. Cost $31.68 Unrealized -21.0%
IEI ISHARES TR 0.0%
Value ($000) $205 (-17.2%) Shares 1,719 (-17.1%) Est. Cost $119.51 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $564 (-6.9%) Shares 10,890 (-6.1%) Est. Cost $52.01 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $216 (-16.3%) Shares 8,419 (-5.9%) Est. Cost $26.03 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $231 (-15.3%) Shares 3,453 (-14.5%) Est. Cost $55.25 Unrealized +16.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $992 (-4.0%) Shares 8,546 (-9.9%) Est. Cost $48.44 Unrealized +128.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,561 (+2.7%) Shares 31,720 (-4.6%) Est. Cost $37.30 Unrealized +22.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $356 (-10.3%) Shares 1,580 (-24.4%) Est. Cost $199.30 Unrealized +9.2%
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,344 (-2.9%) Shares 17,783 (-4.0%) Est. Cost $65.96 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $227 (-14.6%) Shares 16,694 (-13.8%) Est. Cost $13.24 Unrealized +2.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $292 (-11.6%) Shares 2,287 (-20.7%) Est. Cost $113.52 Unrealized +9.1%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $432 (+9.5%) Shares 1,502 (-1.2%) Est. Cost $244.88 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $253 (-12.8%) Shares 1,585 (-12.4%) Est. Cost $122.98 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $233 (-13.8%) Shares 5,565 (-13.4%) Est. Cost $42.08 Unrealized
FFLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $293 (-11.1%) Shares 5,490 (-13.4%) Est. Cost $44.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $257 (-11.9%) Shares 3,488 (-14.6%) Est. Cost $71.38 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $2,425 (-1.4%) Shares 23,651 (-3.9%) Est. Cost $99.95 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $264 (-11.2%) Shares 1,936 (-3.8%) Est. Cost $102.34 Unrealized +40.3%
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $439 (-6.7%) Shares 10,487 (-8.3%) Est. Cost $36.65 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $995 (-3.1%) Shares 9,022 (-1.8%) Est. Cost $86.06 Unrealized +27.6%
KLAC KLA CORP 0.0%
Value ($000) $310 (-9.0%) Shares 255 (-19.0%) Est. Cost $930.36 Unrealized +26.0%
WU WESTERN UN CO 0.0%
Value ($000) $328 (+10.3%) Shares 35,198 (-5.4%) Est. Cost $7.99 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $551 (-5.2%) Shares 29,256 (-5.3%) Est. Cost $18.35 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $255 (-10.6%) Shares 2,802 (-12.9%) Est. Cost $88.66 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $575 (-4.9%) Shares 27,893 (-5.1%) Est. Cost $20.37 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $606 (-4.6%) Shares 30,681 (-4.8%) Est. Cost $19.44 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $401 (-6.8%) Shares 727 (-8.2%) Est. Cost $278.79 Unrealized +100.0%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,035 (-1.3%) Shares 19,957 (-3.7%) Est. Cost $97.39 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $315 (-7.9%) Shares 3,900 (-7.0%) Est. Cost $74.27 Unrealized +2.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,261 (-2.1%) Shares 41,933 (-3.5%) Est. Cost $31.63 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $908 (-2.8%) Shares 25,698 (-1.3%) Est. Cost $31.40 Unrealized
BAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $871 (-2.9%) Shares 17,409 (-4.9%) Est. Cost $43.73 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $270 (-8.5%) Shares 5,229 (-7.3%) Est. Cost $43.79 Unrealized
XTJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,151 (-2.0%) Shares 29,595 (-4.6%) Est. Cost $31.36 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,727 (-1.3%) Shares 39,926 (-3.1%) Est. Cost $37.39 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $289 (-7.4%) Shares 4,985 (-8.6%) Est. Cost $48.04 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value ($000) $133 (-14.8%) Shares 10,092 (-14.8%) Est. Cost $14.87 Unrealized -10.7%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $321 (-6.6%) Shares 12,485 (-6.2%) Est. Cost $26.00 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $209 (-9.7%) Shares 3,744 (-8.0%) Est. Cost $64.36 Unrealized
HYEM VANECK ETF TRUST 0.0%
Value ($000) $201 (-10.0%) Shares 10,087 (-9.3%) Est. Cost $20.05 Unrealized
ELCV STRATEGY SHS 0.0%
Value ($000) $310 (-6.6%) Shares 11,685 (-5.9%) Est. Cost $26.74 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $241 (-8.1%) Shares 6,363 (-7.1%) Est. Cost $37.51 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $637 (-3.0%) Shares 7,138 (-1.6%) Est. Cost $78.79 Unrealized
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $224 (-7.6%) Shares 5,002 (-9.7%) Est. Cost $42.20 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $329 (-5.3%) Shares 2,030 (-1.5%) Est. Cost $171.39 Unrealized -8.9%
TSLA TESLA INC 0.3%
Value ($000) $19,584 (+0.1%) Shares 43,547 (-1.0%) Est. Cost $247.11 Unrealized +79.4%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $218 (+8.8%) Shares 4,766 (-12.9%) Est. Cost $36.69 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $240 (-6.8%) Shares 13,610 (-6.2%) Est. Cost $17.17 Unrealized
PFLD ETF SER SOLUTIONS 0.0%
Value ($000) $222 (-7.2%) Shares 11,348 (-6.6%) Est. Cost $19.62 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $579 (+3.0%) Shares 9,646 (-5.1%) Est. Cost $55.80 Unrealized +2.7%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,494 (-1.1%) Shares 33,235 (-3.3%) Est. Cost $38.20 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $328 (-4.7%) Shares 61,798 (-18.3%) Est. Cost $2.54 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $201 (-7.2%) Shares 1,401 (-7.7%) Est. Cost $134.39 Unrealized
XJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $251 (-5.8%) Shares 6,805 (-7.9%) Est. Cost $31.76 Unrealized
EMHY ISHARES INC 0.0%
Value ($000) $209 (-6.9%) Shares 5,168 (-8.5%) Est. Cost $38.97 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $262 (+5.9%) Shares 3,190 (-3.0%) Est. Cost $81.69 Unrealized -4.6%
SPFF GLOBAL X FDS 0.0%
Value ($000) $243 (-5.6%) Shares 26,064 (-6.4%) Est. Cost $8.99 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $484 (-2.7%) Shares 4,866 (-4.4%) Est. Cost $76.79 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $323 (-4.0%) Shares 5,780 (-6.0%) Est. Cost $52.44 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $205 (-5.9%) Shares 1,843 (-6.4%) Est. Cost $98.52 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,184 (+1.1%) Shares 29,819 (-3.2%) Est. Cost $36.48 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $251 (-4.2%) Shares 3,279 (-15.9%) Est. Cost $61.26 Unrealized +17.0%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,438 (+0.8%) Shares 37,740 (-3.9%) Est. Cost $36.35 Unrealized
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $524 (-2.0%) Shares 12,654 (-4.5%) Est. Cost $36.90 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,216 (-0.9%) Shares 29,864 (-3.4%) Est. Cost $34.84 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $105 (-8.5%) Shares 12,190 (-13.5%) Est. Cost $7.55 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1,417 (+0.6%) Shares 8,804 (-7.1%) Est. Cost $64.60 Unrealized +148.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $618 (-1.3%) Shares 3,183 (-4.8%) Est. Cost $226.65 Unrealized -16.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $367 (-2.0%) Shares 1,611 (-5.5%) Est. Cost $156.45 Unrealized +47.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $323 (-2.3%) Shares 2,699 (-10.3%) Est. Cost $92.62 Unrealized +24.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $208 (-3.2%) Shares 1,512 (-6.3%) Est. Cost $122.91 Unrealized +7.0%
QMMY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $594 (+1.1%) Shares 23,738 (-1.1%) Est. Cost $21.91 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1,745 (+0.4%) Shares 3,748 (-1.4%) Est. Cost $410.98 Unrealized +13.8%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $224 (-2.6%) Shares 1,612 (-2.0%) Est. Cost $135.78 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $363 (-1.6%) Shares 17,121 (-1.4%) Est. Cost $20.59 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $404 (-1.3%) Shares 8,577 (-11.9%) Est. Cost $30.06 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $451 (-1.1%) Shares 9,152 (-3.1%) Est. Cost $46.71 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $226 (-2.1%) Shares 3,396 (-2.9%) Est. Cost $74.49 Unrealized -11.9%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $167 (-2.8%) Shares 11,970 (-3.9%) Est. Cost $12.89 Unrealized +5.2%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $347 (-1.3%) Shares 19,058 (-1.2%) Est. Cost $17.84 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value ($000) $574 (+0.8%) Shares 15,867 (-3.3%) Est. Cost $23.60 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $345 (+1.2%) Shares 8,402 (-9.3%) Est. Cost $25.10 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $285 (-1.4%) Shares 6,859 (-3.7%) Est. Cost $39.10 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $314 (-0.9%) Shares 972 (-1.8%) Est. Cost $285.58 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,063 (+0.2%) Shares 35,902 (-1.5%) Est. Cost $32.06 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $388 (-0.4%) Shares 4,638 (-4.9%) Est. Cost $79.80 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $258 (+0.4%) Shares 3,043 (-2.0%) Est. Cost $77.31 Unrealized
XAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $307 (+0.2%) Shares 8,188 (-1.6%) Est. Cost $31.72 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,853 (+0.0%) Shares 46,804 (-1.8%) Est. Cost $32.50 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $107 (-0.5%) Shares 11,695 (-5.1%) Est. Cost $8.94 Unrealized -2.9%

Unchanged Positions (78)

AESR TWO RDS SHARED TR 1.0%
Value ($000) $79,290 Shares 4,677,074 Est. Cost $14.15 Unrealized
IAU ISHARES GOLD TR 0.9%
Value ($000) $66,423 Shares 818,322 Est. Cost $45.10 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $3,812 Shares 33,505 Est. Cost $127.46 Unrealized -18.8%
XMHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $16,723 Shares 163,284 Est. Cost $91.73 Unrealized
AVUS AMERICAN CENTY ETF TR 0.2%
Value ($000) $14,999 Shares 134,182 Est. Cost $83.78 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $1,793 Shares 3,510 Est. Cost $405.80 Unrealized +29.8%
LPL LG DISPLAY CO LTD 0.0%
Value ($000) $627 Shares 149,000 Est. Cost $5.22 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.0%
Value ($000) $507 Shares 15,000 Est. Cost $16.57 Unrealized +92.5%
EFG ISHARES TR 0.1%
Value ($000) $11,367 Shares 99,781 Est. Cost $98.61 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $367 Shares 3,636 Est. Cost $117.90 Unrealized -8.1%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1,585 Shares 5,760 Est. Cost $352.76 Unrealized -22.5%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1,591 Shares 35,873 Est. Cost $36.55 Unrealized
NVR NVR INC 0.0%
Value ($000) $729 Shares 100 Est. Cost $7950.13 Unrealized -6.0%
BULL WEBULL CORP 0.0%
Value ($000) $78 Shares 10,000 Est. Cost $14.26 Unrealized -29.5%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $1,032 Shares 16,401 Est. Cost $49.85 Unrealized +19.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1,120 Shares 6,206 Est. Cost $138.27 Unrealized +36.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,093 Shares 3,787 Est. Cost $224.84 Unrealized +28.4%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,988 Shares 55,460 Est. Cost $32.72 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,030 Shares 34,452 Est. Cost $38.36 Unrealized -25.6%
CB CHUBB LIMITED 0.0%
Value ($000) $492 Shares 1,577 Est. Cost $250.07 Unrealized +16.9%
AFIF TWO RDS SHARED TR 0.1%
Value ($000) $9,238 Shares 981,680 Est. Cost $9.14 Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $148 Shares 40,108 Est. Cost $1.72 Unrealized +87.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $404 Shares 3,129 Est. Cost $116.25 Unrealized +16.0%
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,043 Shares 76,205 Est. Cost $31.76 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $934 Shares 27,564 Est. Cost $29.78 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $12,206 Shares 244,164 Est. Cost $49.10 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,685 Shares 42,892 Est. Cost $36.56 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $997 Shares 18,180 Est. Cost $50.11 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $2,027 Shares 5,427 Est. Cost $307.10 Unrealized
LFT LUMENT FINANCE TRUST INC 0.0%
Value ($000) $65 Shares 46,123 Est. Cost $2.47 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $912 Shares 22,440 Est. Cost $40.11 Unrealized
ATOM ATOMERA INC 0.0%
Value ($000) $28 Shares 12,500 Est. Cost $7.10 Unrealized -57.4%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,335 Shares 40,919 Est. Cost $49.69 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $2,876 Shares 129,848 Est. Cost $18.91 Unrealized +8.1%
BALL BALL CORP 0.0%
Value ($000) $583 Shares 11,015 Est. Cost $51.70 Unrealized -5.1%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $232 Shares 3,901 Est. Cost $88.17 Unrealized -38.3%
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $161 Shares 27,066 Est. Cost $4.72 Unrealized +26.0%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $370 Shares 12,230 Est. Cost $21.57 Unrealized
NOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $862 Shares 14,877 Est. Cost $55.10 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,431 Shares 63,267 Est. Cost $22.70 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,410 Shares 24,878 Est. Cost $50.52 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $274 Shares 7,404 Est. Cost $57.02 Unrealized -36.6%
DDWM WISDOMTREE TR 0.0%
Value ($000) $359 Shares 8,244 Est. Cost $40.29 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $381 Shares 5,045 Est. Cost $58.76 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $740 Shares 5,348 Est. Cost $105.32 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $294 Shares 18,300 Est. Cost $16.54 Unrealized -3.7%
QIPT QUIPT HOME MEDICAL CORP 0.0%
Value ($000) $55 Shares 15,659 Est. Cost $6.16 Unrealized -57.0%
SAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $478 Shares 18,719 Est. Cost $23.37 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $493 Shares 18,572 Est. Cost $23.50 Unrealized
QCJL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $513 Shares 21,615 Est. Cost $20.45 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $216 Shares 3,817 Est. Cost $52.41 Unrealized
XMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $631 Shares 18,087 Est. Cost $31.16 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $737 Shares 8,961 Est. Cost $66.00 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $2,760 Shares 58,293 Est. Cost $47.05 Unrealized
ARLU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $364 Shares 11,993 Est. Cost $27.10 Unrealized
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $445 Shares 15,313 Est. Cost $27.46 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $233 Shares 6,557 Est. Cost $35.03 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $993 Shares 5,432 Est. Cost $125.15 Unrealized +43.1%
ICCM ICECURE MEDICAL LTD CAESAREA 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $1.31 Unrealized -42.7%
OAIM UNIFIED SER TR 0.0%
Value ($000) $249 Shares 6,014 Est. Cost $32.58 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $444 Shares 4,412 Est. Cost $108.02 Unrealized -11.6%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $285 Shares 9,208 Est. Cost $28.15 Unrealized +9.1%
MTZ MASTEC INC 0.0%
Value ($000) $244 Shares 1,123 Est. Cost $144.03 Unrealized +45.7%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $156 Shares 12,288 Est. Cost $12.38 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $244 Shares 6,998 Est. Cost $31.12 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $572 Shares 3,399 Est. Cost $160.30 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $100 Shares 42,568 Est. Cost $4.14 Unrealized -30.2%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.37 Unrealized +2.8%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $314 Shares 4,222 Est. Cost $51.85 Unrealized +38.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $3,019 Shares 4 Est. Cost $710325.56 Unrealized +5.1%
LRGF ISHARES TR 0.0%
Value ($000) $613 Shares 8,825 Est. Cost $64.38 Unrealized
QTWO Q2 HLDGS INC 0.0%
Value ($000) $940 Shares 13,026 Est. Cost $37.70 Unrealized +82.1%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $130 Shares 27,554 Est. Cost $3.49 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $842 Shares 8,743 Est. Cost $76.47 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $238 Shares 8,104 Est. Cost $28.55 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $658 Shares 13,087 Est. Cost $50.46 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $861 Shares 8,852 Est. Cost $96.95 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $989 Shares 25,287 Est. Cost $36.42 Unrealized