FOUNDATIONS INVESTMENT ADVISORS, LLC Diversified Active

Location: Phoenix, AZ

CIK: 0001743404 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 11, 2026

Total Value: $8.071B (100.0% shares, 0.0% debt)

Holdings (1,160)

New Positions (172)

CORO BLACKROCK ETF TRUST 1.3%
Value $101M Shares 3,152,557 Est. Cost $32.15 Unrealized
IDEF BLACKROCK ETF TRUST 0.7%
Value $57.95M Shares 1,771,126 Est. Cost $32.72 Unrealized
XMVM INVESCO EXCHANGE TRADED FD T 0.2%
Value $18.38M Shares 282,198 Est. Cost $65.12 Unrealized
ISCG ISHARES TR 0.2%
Value $14.23M Shares 259,715 Est. Cost $54.80 Unrealized
LMUB ISHARES TR 0.2%
Value $12.87M Shares 257,739 Est. Cost $49.93 Unrealized
STRV EA SERIES TRUST 0.1%
Value $6.954M Shares 165,680 Est. Cost $41.97 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $6.881M Shares 10,580 Est. Cost $484.39 Unrealized
XTL SPDR SERIES TRUST 0.1%
Value $6.231M Shares 33,134 Est. Cost $188.06 Unrealized
STXK EA SERIES TRUST 0.1%
Value $5.656M Shares 169,552 Est. Cost $33.36 Unrealized
PDBA INVESCO ACTVELY MNGD ETC FD 0.1%
Value $5.174M Shares 141,880 Est. Cost $36.47 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $4.975M Shares 110,000 Est. Cost $66.40 Unrealized -24.6%
BBBI BONDBLOXX ETF TRUST 0.0%
Value $3.016M Shares 58,640 Est. Cost $51.43 Unrealized
WEAT TEUCRIUM COMMODITY TR 0.0%
Value $2.874M Shares 121,954 Est. Cost $23.57 Unrealized
NORW GLOBAL X FDS 0.0%
Value $2.673M Shares 69,945 Est. Cost $38.21 Unrealized
AMLP ALPS ETF TR 0.0%
Value $2.46M Shares 46,728 Est. Cost $52.64 Unrealized
CORN TEUCRIUM COMMODITY TR 0.0%
Value $2.445M Shares 132,882 Est. Cost $18.40 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $2.434M Shares 14,148 Est. Cost $187.35 Unrealized 0.0%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value $2.384M Shares 56,275 Est. Cost $42.36 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value $2.377M Shares 13,075 Est. Cost $181.83 Unrealized
EQRR PROSHARES TR 0.0%
Value $2.342M Shares 33,688 Est. Cost $69.52 Unrealized
OIH VANECK ETF TRUST 0.0%
Value $2.333M Shares 5,771 Est. Cost $404.21 Unrealized
INFQ INFLEQTION INC 0.0%
Value $2.256M Shares 230,012 Est. Cost $9.81 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value $2.121M Shares 51,653 Est. Cost $41.06 Unrealized
QDPL PACER FDS TR 0.0%
Value $1.797M Shares 44,780 Est. Cost $40.14 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $1.792M Shares 59,311 Est. Cost $30.22 Unrealized
CAPR CAPRICOR THERAPEUTICS INC 0.0%
Value $1.642M Shares 54,004 Est. Cost $24.88 Unrealized 0.0%
ERO ERO COPPER CORP 0.0%
Value $1.473M Shares 55,212 Est. Cost $31.75 Unrealized 0.0%
AGQ PROSHARES TR II 0.0%
Value $1.412M Shares 11,817 Est. Cost $119.51 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.412M Shares 79,260 Est. Cost $17.81 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.22M Shares 72,765 Est. Cost $16.77 Unrealized
AA ALCOA CORP 0.0%
Value $1.139M Shares 17,166 Est. Cost $61.09 Unrealized 0.0%
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value $1.054M Shares 48,592 Est. Cost $21.70 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value $1.038M Shares 34,433 Est. Cost $30.15 Unrealized
FIVE FIVE BELOW INC 0.0%
Value $886K Shares 3,878 Est. Cost $201.61 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value $855K Shares 17,110 Est. Cost $49.97 Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value $823K Shares 18,267 Est. Cost $31.21 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $816K Shares 4,340 Est. Cost $173.44 Unrealized 0.0%
GEL GENESIS ENERGY L P 0.0%
Value $800K Shares 44,854 Est. Cost $17.83 Unrealized
COM DIREXION SHARES ETF TRUST 0.0%
Value $789K Shares 23,501 Est. Cost $33.57 Unrealized
IYR ISHARES TR 0.0%
Value $780K Shares 8,251 Est. Cost $94.56 Unrealized
OILK PROSHARES TR 0.0%
Value $721K Shares 13,332 Est. Cost $54.10 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value $633K Shares 23,935 Est. Cost $22.01 Unrealized 0.0%
SIDU SIDUS SPACE INC 0.0%
Value $626K Shares 269,750 Est. Cost $3.03 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value $613K Shares 2,656 Est. Cost $253.44 Unrealized 0.0%
IBDR ISHARES TR 0.0%
Value $605K Shares 24,947 Est. Cost $24.24 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value $535K Shares 31,977 Est. Cost $16.72 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value $533K Shares 8,610 Est. Cost $45.22 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value $532K Shares 3,924 Est. Cost $144.65 Unrealized 0.0%
PBR PETROLEO BRASILEIRO S A 0.0%
Value $510K Shares 24,562 Est. Cost $20.75 Unrealized
NUGT DIREXION SHARES ETF TRUST 0.0%
Value $509K Shares 2,705 Est. Cost $188.24 Unrealized
PURR HYPERLIQUID STRATEGIES INC 0.0%
Value $499K Shares 98,000 Est. Cost $4.10 Unrealized 0.0%
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value $494K Shares 22,886 Est. Cost $21.57 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $476K Shares 5,939 Est. Cost $90.43 Unrealized 0.0%
SPXL DIREXION SHARES ETF TRUST 0.0%
Value $465K Shares 2,517 Est. Cost $184.89 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $453K Shares 20,328 Est. Cost $27.30 Unrealized 0.0%
IDEV ISHARES TR 0.0%
Value $436K Shares 5,221 Est. Cost $83.57 Unrealized
BMNU ETF OPPORTUNITIES TRUST 0.0%
Value $429K Shares 243,000 Est. Cost $1.76 Unrealized
TER TERADYNE INC 0.0%
Value $407K Shares 1,372 Est. Cost $265.87 Unrealized 0.0%
HPQ HP INC 0.0%
Value $404K Shares 21,041 Est. Cost $19.77 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value $403K Shares 2,563 Est. Cost $162.86 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value $402K Shares 3,931 Est. Cost $101.87 Unrealized 0.0%
FEBU AIM ETF PRODUCTS TRUST 0.0%
Value $399K Shares 14,811 Est. Cost $26.97 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $398K Shares 56,626 Est. Cost $3.81 Unrealized 0.0%
SIXG ETF SER SOLUTIONS 0.0%
Value $395K Shares 5,787 Est. Cost $68.17 Unrealized
ACHV ACHIEVE LIFE SCIENCE INC 0.0%
Value $392K Shares 133,300 Est. Cost $4.78 Unrealized 0.0%
ILCV ISHARES TR 0.0%
Value $388K Shares 4,164 Est. Cost $93.14 Unrealized
SCEC CAPITOL SER TR 0.0%
Value $386K Shares 15,381 Est. Cost $25.09 Unrealized
CLX CLOROX CO DEL 0.0%
Value $380K Shares 3,671 Est. Cost $114.41 Unrealized 0.0%
IBHH ISHARES TR 0.0%
Value $365K Shares 15,572 Est. Cost $23.47 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value $358K Shares 39,595 Est. Cost $7.62 Unrealized 0.0%
VFVA VANGUARD WELLINGTON FD 0.0%
Value $357K Shares 2,653 Est. Cost $134.63 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $356K Shares 6,672 Est. Cost $53.33 Unrealized
EWZ ISHARES INC 0.0%
Value $347K Shares 9,033 Est. Cost $38.39 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $347K Shares 1,753 Est. Cost $159.83 Unrealized 0.0%
DIVY TIDAL TRUST I 0.0%
Value $334K Shares 12,139 Est. Cost $27.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $333K Shares 4,690 Est. Cost $84.45 Unrealized 0.0%
IJAN INNOVATOR ETFS TRUST 0.0%
Value $328K Shares 9,044 Est. Cost $36.28 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value $326K Shares 12,956 Est. Cost $23.58 Unrealized 0.0%
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $322K Shares 15,738 Est. Cost $29.88 Unrealized 0.0%
PUSH PGIM ETF TR 0.0%
Value $322K Shares 6,390 Est. Cost $50.34 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $321K Shares 2,796 Est. Cost $95.71 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value $306K Shares 3,497 Est. Cost $94.02 Unrealized 0.0%
FEBW AIM ETF PRODUCTS TRUST 0.0%
Value $303K Shares 9,036 Est. Cost $33.48 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value $300K Shares 2,559 Est. Cost $99.94 Unrealized 0.0%
SIXO AIM ETF PRODUCTS TRUST 0.0%
Value $299K Shares 8,845 Est. Cost $33.78 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value $294K Shares 17,156 Est. Cost $17.11 Unrealized
MSTX TIDAL TRUST II 0.0%
Value $293K Shares 15,000 Est. Cost $19.55 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $293K Shares 7,028 Est. Cost $41.69 Unrealized
TBF PROSHARES TR 0.0%
Value $290K Shares 11,982 Est. Cost $24.23 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $289K Shares 1,746 Est. Cost $165.72 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $288K Shares 3,068 Est. Cost $131.33 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value $284K Shares 1,442 Est. Cost $190.39 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.0%
Value $282K Shares 2,519 Est. Cost $120.51 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value $277K Shares 2,044 Est. Cost $161.40 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value $276K Shares 9,908 Est. Cost $27.85 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $274K Shares 577 Est. Cost $373.26 Unrealized 0.0%
DDFM INNOVATOR ETFS TRUST 0.0%
Value $265K Shares 14,134 Est. Cost $18.77 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $262K Shares 13,849 Est. Cost $18.94 Unrealized
XT ISHARES TR 0.0%
Value $257K Shares 3,775 Est. Cost $68.14 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $254K Shares 9,725 Est. Cost $28.99 Unrealized 0.0%
FPS FORGENT POWER SOLUTIONS INC 0.0%
Value $252K Shares 8,622 Est. Cost $29.27 Unrealized
IGIB ISHARES TR 0.0%
Value $252K Shares 4,737 Est. Cost $53.22 Unrealized
IBTG ISHARES TR 0.0%
Value $249K Shares 10,853 Est. Cost $22.92 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value $247K Shares 1,959 Est. Cost $125.93 Unrealized
ALLW SSGA ACTIVE TR 0.0%
Value $246K Shares 8,526 Est. Cost $28.85 Unrealized
EVRG EVERGY INC 0.0%
Value $243K Shares 2,962 Est. Cost $77.26 Unrealized 0.0%
EALT INNOVATOR ETFS TRUST 0.0%
Value $241K Shares 7,183 Est. Cost $33.59 Unrealized
EOG EOG RES INC 0.0%
Value $241K Shares 1,666 Est. Cost $112.14 Unrealized 0.0%
TCHP T ROWE PRICE ETF INC 0.0%
Value $240K Shares 5,441 Est. Cost $44.18 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $240K Shares 15,253 Est. Cost $18.02 Unrealized 0.0%
QCJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value $240K Shares 11,131 Est. Cost $21.54 Unrealized
PSTG EVERPURE INC 0.0%
Value $238K Shares 4,033 Est. Cost $70.96 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value $238K Shares 5,121 Est. Cost $44.27 Unrealized 0.0%
QFLR INNOVATOR ETFS TRUST 0.0%
Value $238K Shares 7,134 Est. Cost $33.30 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value $237K Shares 2,735 Est. Cost $86.52 Unrealized
SLVR SPROTT FDS TR 0.0%
Value $236K Shares 3,981 Est. Cost $59.18 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $235K Shares 4,459 Est. Cost $52.78 Unrealized
IBDU ISHARES TR 0.0%
Value $234K Shares 10,069 Est. Cost $23.26 Unrealized
ZJAN INNOVATOR ETFS TRUST 0.0%
Value $234K Shares 8,570 Est. Cost $27.26 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $233K Shares 1,013 Est. Cost $226.53 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.0%
Value $233K Shares 8,797 Est. Cost $27.97 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value $232K Shares 5,444 Est. Cost $42.54 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $231K Shares 5,633 Est. Cost $41.06 Unrealized
B BARRICK MNG CORP 0.0%
Value $229K Shares 5,623 Est. Cost $48.30 Unrealized 0.0%
VNLA JANUS DETROIT STR TR 0.0%
Value $228K Shares 4,659 Est. Cost $48.86 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value $227K Shares 8,303 Est. Cost $27.32 Unrealized
SPMB SPDR SERIES TRUST 0.0%
Value $227K Shares 10,117 Est. Cost $22.39 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $226K Shares 293 Est. Cost $769.15 Unrealized 0.0%
RY ROYAL BK CDA 0.0%
Value $226K Shares 1,397 Est. Cost $169.94 Unrealized 0.0%
IJK ISHARES TR 0.0%
Value $225K Shares 2,236 Est. Cost $100.60 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value $224K Shares 1,098 Est. Cost $203.86 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $224K Shares 1,478 Est. Cost $151.28 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $223K Shares 1,284 Est. Cost $267.47 Unrealized 0.0%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value $222K Shares 3,273 Est. Cost $67.93 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $222K Shares 1,923 Est. Cost $101.21 Unrealized 0.0%
BDEC INNOVATOR ETFS TRUST 0.0%
Value $222K Shares 4,617 Est. Cost $48.00 Unrealized
SLB SLB LIMITED 0.0%
Value $221K Shares 4,292 Est. Cost $48.30 Unrealized 0.0%
XONE BONDBLOXX ETF TRUST 0.0%
Value $220K Shares 4,451 Est. Cost $49.52 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value $218K Shares 3,999 Est. Cost $58.40 Unrealized 0.0%
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value $216K Shares 1,464 Est. Cost $147.47 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $214K Shares 2,821 Est. Cost $76.02 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value $214K Shares 4,324 Est. Cost $49.41 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $213K Shares 5,909 Est. Cost $36.06 Unrealized
IJJ ISHARES TR 0.0%
Value $212K Shares 1,598 Est. Cost $132.48 Unrealized
ALLE ALLEGION PLC 0.0%
Value $210K Shares 1,444 Est. Cost $166.29 Unrealized 0.0%
BFEB INNOVATOR ETFS TRUST 0.0%
Value $208K Shares 4,369 Est. Cost $47.70 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $208K Shares 4,192 Est. Cost $49.61 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $206K Shares 5,331 Est. Cost $38.71 Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value $206K Shares 3,931 Est. Cost $52.49 Unrealized
NVBW AIM ETF PRODUCTS TRUST 0.0%
Value $206K Shares 6,184 Est. Cost $33.28 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $204K Shares 4,513 Est. Cost $45.26 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $204K Shares 4,028 Est. Cost $47.09 Unrealized 0.0%
QGRW WISDOMTREE TR 0.0%
Value $203K Shares 3,804 Est. Cost $53.43 Unrealized
TWLO TWILIO INC 0.0%
Value $202K Shares 1,605 Est. Cost $121.87 Unrealized 0.0%
AVT AVNET INC 0.0%
Value $201K Shares 3,264 Est. Cost $58.27 Unrealized 0.0%
REAVES UTIL INCOME FD 0.0%
Value $201K Shares 5,120 Est. Cost $39.28 Unrealized
APG API GROUP CORP 0.0%
Value $201K Shares 4,960 Est. Cost $42.82 Unrealized 0.0%
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value $201K Shares 877 Est. Cost $229.04 Unrealized
EUFN ISHARES TR 0.0%
Value $201K Shares 5,761 Est. Cost $34.85 Unrealized
PINE ALPINE INCOME PPTY TR INC 0.0%
Value $191K Shares 10,620 Est. Cost $18.00 Unrealized
PATH UIPATH INC 0.0%
Value $168K Shares 15,178 Est. Cost $13.48 Unrealized 0.0%
XRPR ETF OPPORTUNITIES TRUST 0.0%
Value $155K Shares 14,021 Est. Cost $11.03 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value $152K Shares 11,636 Est. Cost $13.00 Unrealized 0.0%
TSSI TSS INC DEL 0.0%
Value $130K Shares 10,000 Est. Cost $9.29 Unrealized 0.0%
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $128K Shares 10,962 Est. Cost $11.64 Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value $120K Shares 17,505 Est. Cost $8.94 Unrealized 0.0%
NTSK NETSKOPE INC 0.0%
Value $98,212 Shares 11,568 Est. Cost $13.93 Unrealized 0.0%
COTY COTY INC 0.0%
Value $77,377 Shares 38,496 Est. Cost $2.97 Unrealized 0.0%
LAC LITHIUM AMERS CORP NEW 0.0%
Value $62,149 Shares 15,734 Est. Cost $5.25 Unrealized 0.0%
ACHV ACHIEVE LIFE SCIENCE INC 0.0%
Value $34,404 Shares 11,702 Est. Cost $4.78 Unrealized 0.0%
ALT ALTIMMUNE INC 0.0%
Value $34,040 Shares 11,052 Est. Cost $4.66 Unrealized 0.0%
DNN DENISON MINES CORP 0.0%
Value $15,218 Shares 4,311 Est. Cost $3.77 Unrealized 0.0%

Increased Positions (544)

IVV ISHARES TR 1.9%
Value $149M (+168.5%) Shares 228,629 (+181.5%) Est. Cost $588.82 Unrealized
GOVT ISHARES TR 0.5%
Value $37.44M (+326.0%) Shares 1,634,267 (+328.1%) Est. Cost $22.97 Unrealized
VRT VERTIV HOLDINGS CO 0.8%
Value $66.67M (+64.3%) Shares 266,048 (+6.2%) Est. Cost $106.88 Unrealized +87.0%
IVE ISHARES TR 2.9%
Value $235M (+10.5%) Shares 1,111,650 (+11.0%) Est. Cost $191.99 Unrealized
IUSB ISHARES TR 2.2%
Value $174M (+11.5%) Shares 3,776,645 (+12.3%) Est. Cost $46.58 Unrealized
EFV ISHARES TR 1.8%
Value $146M (+13.0%) Shares 1,959,652 (+8.5%) Est. Cost $59.38 Unrealized
BIL SPDR SERIES TRUST 1.2%
Value $99.3M (+19.1%) Shares 1,083,618 (+18.8%) Est. Cost $91.73 Unrealized
EFG ISHARES TR 0.3%
Value $26.18M (+130.3%) Shares 235,080 (+135.6%) Est. Cost $105.95 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value $16.82M (+726.2%) Shares 152,217 (+662.7%) Est. Cost $108.75 Unrealized
SOXX ISHARES TR 1.7%
Value $137M (+11.8%) Shares 416,193 (+2.5%) Est. Cost $277.85 Unrealized
RTX RTX CORPORATION 0.5%
Value $38.08M (+61.0%) Shares 197,399 (+53.0%) Est. Cost $147.37 Unrealized +33.4%
DCRE DOUBLELINE ETF TRUST 0.5%
Value $40.81M (+50.8%) Shares 785,389 (+50.6%) Est. Cost $51.94 Unrealized
HOOD ROBINHOOD MKTS INC 0.6%
Value $44.77M (-21.2%) Shares 645,966 (+28.6%) Est. Cost $70.01 Unrealized +36.8%
AIRR FIRST TR EXCHANGE TRADED FD 0.2%
Value $13.62M (+743.9%) Shares 122,934 (+649.0%) Est. Cost $109.08 Unrealized
DBND DOUBLELINE ETF TRUST 0.5%
Value $44.31M (+36.4%) Shares 967,316 (+38.0%) Est. Cost $46.36 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $33.45M (+51.2%) Shares 197,174 (+7.3%) Est. Cost $103.60 Unrealized +33.9%
AESR TWO RDS SHARED TR 1.1%
Value $90.03M (+13.5%) Shares 5,381,458 (+15.1%) Est. Cost $14.49 Unrealized
LNG CHENIERE ENERGY INC 0.4%
Value $28.48M (+59.8%) Shares 100,380 (+9.5%) Est. Cost $185.23 Unrealized +13.3%
IEF ISHARES TR 0.2%
Value $16.38M (+176.2%) Shares 171,593 (+178.3%) Est. Cost $95.48 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $88.96M (-10.4%) Shares 240,314 (+17.0%) Est. Cost $377.39 Unrealized +15.2%
ASML ASML HLDG NV 0.6%
Value $47.88M (+26.8%) Shares 36,247 (+2.7%) Est. Cost $832.55 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $11.42M (+651.1%) Shares 231,349 (+733.2%) Est. Cost $48.24 Unrealized
STXD EA SERIES TRUST 0.1%
Value $9.797M (+1305.3%) Shares 275,992 (+1367.0%) Est. Cost $35.60 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $18.38M (+95.7%) Shares 300,054 (+42.8%) Est. Cost $54.90 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value $16.76M (+112.2%) Shares 496,290 (+115.3%) Est. Cost $31.46 Unrealized
DMX DOUBLELINE ETF TRUST 0.3%
Value $21.37M (+69.3%) Shares 426,790 (+70.8%) Est. Cost $50.27 Unrealized
STOT SSGA ACTIVE TR 0.4%
Value $34.9M (+32.6%) Shares 740,512 (+33.0%) Est. Cost $47.26 Unrealized
BAI BLACKROCK ETF TRUST 1.0%
Value $79.99M (+11.8%) Shares 2,427,719 (+13.0%) Est. Cost $31.92 Unrealized
QUAL ISHARES TR 1.4%
Value $115M (+7.7%) Shares 597,656 (+11.5%) Est. Cost $156.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $13.8M (+144.4%) Shares 103,862 (+164.7%) Est. Cost $147.97 Unrealized
URA GLOBAL X FDS 0.1%
Value $11.77M (+220.6%) Shares 243,004 (+182.9%) Est. Cost $46.29 Unrealized
DCMT DOUBLELINE ETF TRUST 0.3%
Value $26.61M (+41.3%) Shares 798,491 (+10.6%) Est. Cost $26.62 Unrealized
SGOV ISHARES TR 0.2%
Value $16.27M (+80.5%) Shares 161,601 (+80.0%) Est. Cost $100.57 Unrealized
ARKW ARK ETF TR 0.9%
Value $72.33M (-8.9%) Shares 599,691 (+11.6%) Est. Cost $129.12 Unrealized
IVW ISHARES TR 3.2%
Value $258M (+2.8%) Shares 2,276,795 (+12.0%) Est. Cost $91.26 Unrealized
SO SOUTHERN CO 0.4%
Value $29.36M (+31.0%) Shares 304,223 (+18.3%) Est. Cost $81.57 Unrealized +9.8%
XLI SELECT SECTOR SPDR TR 0.4%
Value $32.28M (+26.2%) Shares 199,595 (+21.0%) Est. Cost $149.38 Unrealized
WMB WILLIAMS COS INC 0.3%
Value $25.36M (+35.1%) Shares 348,469 (+11.6%) Est. Cost $46.50 Unrealized +42.7%
DXJ WISDOMTREE TR 0.3%
Value $24.75M (+35.9%) Shares 156,067 (+23.5%) Est. Cost $109.78 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $21.92M (+40.4%) Shares 436,658 (+13.9%) Est. Cost $38.27 Unrealized +14.5%
ICF ISHARES TR 0.5%
Value $43.37M (+16.0%) Shares 700,801 (+11.9%) Est. Cost $59.44 Unrealized
BALT INNOVATOR ETFS TRUST 0.6%
Value $46.85M (+14.0%) Shares 1,399,847 (+14.1%) Est. Cost $32.82 Unrealized
MTUM ISHARES TR 1.3%
Value $106M (+5.4%) Shares 440,369 (+10.0%) Est. Cost $217.87 Unrealized
AEMS TWO RDS SHARED TR 1.5%
Value $125M (+4.4%) Shares 12,459,908 (+8.0%) Est. Cost $10.34 Unrealized
IHE ISHARES TR 0.7%
Value $59.75M (+9.6%) Shares 689,274 (+7.3%) Est. Cost $84.96 Unrealized
VALE VALE S A 0.3%
Value $21.66M (+31.5%) Shares 1,361,607 (+7.7%) Est. Cost $13.24 Unrealized
BILS SPDR SERIES TRUST 0.1%
Value $6.286M (+415.2%) Shares 63,212 (+414.0%) Est. Cost $99.46 Unrealized
T AT&T INC 0.2%
Value $19.87M (+34.1%) Shares 685,471 (+14.9%) Est. Cost $21.21 Unrealized +21.4%
FIG FIGMA INC 0.2%
Value $12.62M (-27.8%) Shares 597,187 (+27.6%) Est. Cost $41.56 Unrealized -31.7%
MBB ISHARES TR 0.6%
Value $47.52M (+11.0%) Shares 500,518 (+11.4%) Est. Cost $93.98 Unrealized
CRM SALESFORCE INC 0.3%
Value $20.9M (-18.0%) Shares 111,987 (+16.4%) Est. Cost $260.84 Unrealized -17.3%
IAGG ISHARES TR 0.5%
Value $36.89M (+14.0%) Shares 737,294 (+14.0%) Est. Cost $50.89 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.5%
Value $42.82M (+11.8%) Shares 594,014 (+14.3%) Est. Cost $72.93 Unrealized
LLY ELI LILLY & CO 0.7%
Value $54.58M (-7.7%) Shares 59,340 (+7.9%) Est. Cost $726.02 Unrealized +44.2%
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value $26.68M (+20.2%) Shares 448,021 (+21.0%) Est. Cost $59.88 Unrealized
ADFI TWO RDS SHARED TR 0.6%
Value $45.23M (+10.9%) Shares 5,327,856 (+12.1%) Est. Cost $8.64 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $11.52M (+63.1%) Shares 46,642 (+7.5%) Est. Cost $123.57 Unrealized +53.8%
C CITIGROUP INC 0.9%
Value $70.04M (+6.7%) Shares 617,615 (+9.8%) Est. Cost $69.34 Unrealized +67.6%
QBTS D-WAVE QUANTUM INC 0.1%
Value $8.025M (-34.9%) Shares 556,115 (+18.1%) Est. Cost $12.08 Unrealized +95.8%
SHV ISHARES TR 0.5%
Value $43.49M (+10.7%) Shares 393,978 (+10.5%) Est. Cost $110.45 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $26.91M (+18.3%) Shares 407,749 (+3.4%) Est. Cost $48.73 Unrealized +29.3%
CAPE DOUBLELINE ETF TRUST 0.3%
Value $22.6M (+22.6%) Shares 732,383 (+28.1%) Est. Cost $30.88 Unrealized
DFVE DOUBLELINE ETF TRUST 0.2%
Value $18.3M (+28.3%) Shares 563,622 (+26.1%) Est. Cost $30.59 Unrealized
ABBV ABBVIE INC 0.2%
Value $14.2M (+39.5%) Shares 65,279 (+46.6%) Est. Cost $197.84 Unrealized +12.5%
CVX CHEVRON CORPORATION 0.2%
Value $12.18M (+47.1%) Shares 58,893 (+8.4%) Est. Cost $142.49 Unrealized +20.6%
BHP BHP BILLITON LIMITED 0.2%
Value $16.41M (+31.1%) Shares 225,619 (+8.8%) Est. Cost $61.37 Unrealized
GDXJ VANECK ETF TRUST 0.1%
Value $6.972M (+114.6%) Shares 58,079 (+103.4%) Est. Cost $109.71 Unrealized
META META PLATFORMS INC 0.5%
Value $42.68M (-7.9%) Shares 74,594 (+6.2%) Est. Cost $423.18 Unrealized +54.9%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value $5.25M (+226.3%) Shares 115,084 (+229.3%) Est. Cost $45.67 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $3.685M (+967.6%) Shares 82,580 (+882.9%) Est. Cost $42.63 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value $26.42M (+14.4%) Shares 319,243 (+15.8%) Est. Cost $83.19 Unrealized
THRO BLACKROCK ETF TRUST 0.8%
Value $67.06M (+5.1%) Shares 1,851,404 (+11.9%) Est. Cost $35.63 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.3%
Value $24.41M (+15.5%) Shares 686,966 (+12.0%) Est. Cost $33.45 Unrealized
EMTL SSGA ACTIVE TR 0.2%
Value $12.13M (+36.2%) Shares 284,896 (+38.6%) Est. Cost $43.07 Unrealized
IWM ISHARES TR 0.1%
Value $9.842M (+47.2%) Shares 39,684 (+46.1%) Est. Cost $234.15 Unrealized
SRE SEMPRA 0.2%
Value $16.21M (+24.1%) Shares 166,792 (+12.8%) Est. Cost $76.22 Unrealized +17.4%
GILD GILEAD SCIENCES INC 0.2%
Value $15.22M (+25.6%) Shares 109,240 (+10.6%) Est. Cost $90.60 Unrealized +52.7%
FCX FREEPORT MCMORAN INC 0.1%
Value $4.684M (+192.3%) Shares 79,679 (+152.5%) Est. Cost $53.86 Unrealized +13.5%
NVDA NVIDIA CORPORATION 1.8%
Value $147M (+2.1%) Shares 841,973 (+9.2%) Est. Cost $121.77 Unrealized +53.3%
IWO ISHARES TR 0.0%
Value $3.272M (+941.7%) Shares 10,425 (+972.5%) Est. Cost $311.19 Unrealized
ORCL ORACLE CORP 0.6%
Value $49.32M (-5.6%) Shares 335,257 (+25.0%) Est. Cost $158.57 Unrealized +7.0%
VDE VANGUARD WORLD FD 0.1%
Value $8.392M (+54.1%) Shares 48,495 (+12.1%) Est. Cost $123.24 Unrealized
URNM SPROTT FDS TR 0.1%
Value $4.195M (+235.7%) Shares 66,425 (+191.8%) Est. Cost $60.32 Unrealized
IBND SPDR SERIES TRUST 0.0%
Value $3.143M (+1033.1%) Shares 101,134 (+1070.7%) Est. Cost $31.21 Unrealized
V VISA INC 0.3%
Value $26.76M (-9.6%) Shares 88,539 (+4.9%) Est. Cost $271.90 Unrealized +21.1%
DMBS DOUBLELINE ETF TRUST 0.4%
Value $31.47M (+9.9%) Shares 637,231 (+10.5%) Est. Cost $49.57 Unrealized
WMT WALMART INC 0.2%
Value $14.28M (+24.6%) Shares 114,917 (+11.7%) Est. Cost $83.82 Unrealized +45.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value $3.317M (+542.0%) Shares 20,207 (+392.4%) Est. Cost $118.90 Unrealized +0.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.209M (+198.6%) Shares 70,405 (+199.4%) Est. Cost $59.68 Unrealized
AVDE AMERICAN CENTY ETF TR 0.5%
Value $41.56M (+7.0%) Shares 489,854 (+3.8%) Est. Cost $63.30 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.2%
Value $17.36M (+18.2%) Shares 214,443 (+17.3%) Est. Cost $73.69 Unrealized +10.7%
SPHY SPDR SERIES TRUST 0.1%
Value $8.792M (+43.1%) Shares 376,999 (+45.2%) Est. Cost $23.67 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $12.1M (+27.6%) Shares 56,612 (+2.2%) Est. Cost $95.67 Unrealized +136.2%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value $27.27M (+10.5%) Shares 399,315 (+12.4%) Est. Cost $56.70 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value $13.07M (+24.4%) Shares 286,371 (+21.0%) Est. Cost $39.42 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value $56.61M (+4.7%) Shares 66,921 (+8.7%) Est. Cost $634.76 Unrealized +46.9%
VCRB VANGUARD MALVERN FDS 0.2%
Value $19.45M (+14.3%) Shares 251,328 (+15.0%) Est. Cost $78.71 Unrealized
VFMV VANGUARD WELLINGTON FD 0.3%
Value $21.75M (+12.2%) Shares 163,235 (+9.8%) Est. Cost $116.68 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $16.2M (+16.8%) Shares 353,046 (+8.7%) Est. Cost $43.59 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value $3.294M (+236.9%) Shares 403,732 (+270.7%) Est. Cost $11.17 Unrealized -17.1%
MSTR STRATEGY INC 0.5%
Value $38.12M (-5.6%) Shares 305,448 (+14.9%) Est. Cost $188.41 Unrealized -22.1%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.755M (+88.7%) Shares 77,540 (+94.4%) Est. Cost $60.27 Unrealized
PCMM BONDBLOXX ETF TRUST 0.0%
Value $3.583M (+154.4%) Shares 72,876 (+159.3%) Est. Cost $49.78 Unrealized
MLPA GLOBAL X FDS 0.2%
Value $14.45M (+17.3%) Shares 268,329 (+5.4%) Est. Cost $48.73 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $11.56M (+21.2%) Shares 34,192 (+9.0%) Est. Cost $174.08 Unrealized
CCJ CAMECO CORP 0.0%
Value $2.453M (+390.5%) Shares 22,585 (+313.2%) Est. Cost $109.91 Unrealized +5.8%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value $19.71M (+10.9%) Shares 336,662 (+11.3%) Est. Cost $58.49 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value $21.26M (+9.9%) Shares 128,599 (+6.6%) Est. Cost $146.97 Unrealized +19.7%
XLC SELECT SECTOR SPDR TR 1.7%
Value $140M (+1.4%) Shares 1,264,131 (+7.7%) Est. Cost $96.41 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $6.807M (-21.7%) Shares 129,027 (+1.5%) Est. Cost $65.88 Unrealized
TSLA TESLA INC 0.2%
Value $17.72M (-9.5%) Shares 47,661 (+9.4%) Est. Cost $262.55 Unrealized +62.2%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.362M (+124.4%) Shares 69,012 (+126.4%) Est. Cost $49.66 Unrealized
AOR ISHARES TR 0.3%
Value $22.77M (+8.9%) Shares 353,886 (+10.0%) Est. Cost $58.52 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.1%
Value $4.51M (+69.2%) Shares 47,273 (+40.7%) Est. Cost $96.68 Unrealized -27.9%
SPBO SPDR SERIES TRUST 0.1%
Value $6.84M (+34.9%) Shares 235,629 (+36.4%) Est. Cost $29.39 Unrealized
EMR EMERSON ELEC CO 0.2%
Value $14.66M (+13.7%) Shares 111,912 (+15.2%) Est. Cost $123.99 Unrealized +19.7%
APP APPLOVIN CORP 0.1%
Value $4.377M (-28.6%) Shares 10,997 (+20.9%) Est. Cost $409.84 Unrealized +23.7%
DTD WISDOMTREE TR 0.1%
Value $10.28M (+19.9%) Shares 119,070 (+17.8%) Est. Cost $77.81 Unrealized
AAPL APPLE INC 1.4%
Value $112M (-1.5%) Shares 441,530 (+5.5%) Est. Cost $179.96 Unrealized +46.0%
DABS DOUBLELINE ETF TRUST 0.1%
Value $6.883M (+32.2%) Shares 135,527 (+32.5%) Est. Cost $50.81 Unrealized
VFQY VANGUARD WELLINGTON FD 0.3%
Value $21.5M (+8.0%) Shares 144,063 (+11.0%) Est. Cost $130.61 Unrealized
IBHF ISHARES TR 0.0%
Value $2.346M (+212.4%) Shares 102,226 (+214.2%) Est. Cost $22.99 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $3.837M (+71.1%) Shares 11,227 (+28.6%) Est. Cost $236.59 Unrealized +38.0%
ABT ABBOTT LABORATORIES 0.0%
Value $3.913M (+66.2%) Shares 38,110 (+102.8%) Est. Cost $113.75 Unrealized +1.5%
DGRW WISDOMTREE TR 0.1%
Value $10.7M (+16.7%) Shares 121,807 (+18.9%) Est. Cost $82.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $18.84M (-7.4%) Shares 77,707 (+13.1%) Est. Cost $207.10 Unrealized +37.1%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.906M (+108.1%) Shares 57,427 (+108.1%) Est. Cost $50.49 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value $6.66M (+29.0%) Shares 228,245 (+29.5%) Est. Cost $29.23 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value $10.3M (+16.9%) Shares 298,147 (+11.9%) Est. Cost $32.92 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.619M (+46.6%) Shares 49,793 (+46.2%) Est. Cost $80.46 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $2.883M (+101.5%) Shares 128,927 (+103.8%) Est. Cost $22.53 Unrealized
SYSB ISHARES TR 0.1%
Value $7.553M (+23.5%) Shares 84,863 (+24.5%) Est. Cost $89.61 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $15.86M (+9.9%) Shares 109,827 (+9.1%) Est. Cost $146.22 Unrealized +3.8%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $2.562M (+126.9%) Shares 35,778 (+114.3%) Est. Cost $50.54 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.797M (+385.5%) Shares 56,293 (+360.3%) Est. Cost $29.68 Unrealized
XEMD BONDBLOXX ETF TRUST 0.0%
Value $1.978M (+257.8%) Shares 45,002 (+262.9%) Est. Cost $43.95 Unrealized
VLUE ISHARES TR 0.1%
Value $4.83M (+41.1%) Shares 33,968 (+35.6%) Est. Cost $111.40 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.875M (+272.0%) Shares 21,898 (+248.7%) Est. Cost $84.10 Unrealized
KO COCA COLA CO 0.1%
Value $4.983M (+37.5%) Shares 65,521 (+26.4%) Est. Cost $65.81 Unrealized +13.6%
SHY ISHARES TR 0.2%
Value $13.41M (+11.1%) Shares 162,457 (+11.4%) Est. Cost $82.44 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $4.536M (+41.2%) Shares 13,427 (+19.3%) Est. Cost $159.46 Unrealized +142.7%
NET CLOUDFLARE INC 0.1%
Value $7.618M (+20.6%) Shares 36,920 (+15.2%) Est. Cost $146.97 Unrealized +24.1%
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $11.59M (+12.5%) Shares 293,906 (+9.4%) Est. Cost $36.17 Unrealized
MS MORGAN STANLEY 0.7%
Value $57.57M (+2.2%) Shares 349,847 (+10.3%) Est. Cost $126.89 Unrealized +41.6%
ENB ENBRIDGE INC 0.1%
Value $5.078M (+32.1%) Shares 93,796 (+16.7%) Est. Cost $37.29 Unrealized +30.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $6.412M (+23.6%) Shares 26,232 (+4.6%) Est. Cost $164.05 Unrealized +38.9%
ICVT ISHARES TR 0.1%
Value $7.583M (+19.1%) Shares 74,493 (+15.2%) Est. Cost $84.89 Unrealized
AVSC AMERICAN CENTY ETF TR 0.2%
Value $12.37M (+10.8%) Shares 198,628 (+4.5%) Est. Cost $48.75 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.921M (+164.9%) Shares 37,810 (+131.2%) Est. Cost $44.24 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.2%
Value $14.36M (+9.0%) Shares 31,011 (+13.0%) Est. Cost $472.30 Unrealized
USMV ISHARES TR 0.1%
Value $6.093M (+23.9%) Shares 65,695 (+25.8%) Est. Cost $78.67 Unrealized
RPHS TWO RDS SHARED TR 0.5%
Value $39.21M (+3.1%) Shares 4,044,667 (+8.2%) Est. Cost $8.93 Unrealized
AOM ISHARES TR 0.3%
Value $26.53M (+4.5%) Shares 559,991 (+5.3%) Est. Cost $44.12 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $4.806M (-19.3%) Shares 81,417 (+4.3%) Est. Cost $86.21 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value $6.578M (+21.0%) Shares 264,060 (+21.8%) Est. Cost $30.88 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $6.046M (+23.1%) Shares 106,666 (+24.3%) Est. Cost $56.73 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $6.272M (-14.3%) Shares 20,735 (+4.8%) Est. Cost $220.55 Unrealized +61.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $12.72M (-7.6%) Shares 86,947 (+12.3%) Est. Cost $74.30 Unrealized +107.5%
BND VANGUARD BD INDEX FDS 0.0%
Value $3.541M (+40.1%) Shares 48,088 (+40.9%) Est. Cost $72.96 Unrealized
BX BLACKSTONE INC 0.2%
Value $17.04M (-5.5%) Shares 148,197 (+26.7%) Est. Cost $132.30 Unrealized +6.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value $4.003M (+32.9%) Shares 30,571 (+19.0%) Est. Cost $104.48 Unrealized +15.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $5.25M (+23.1%) Shares 25,809 (+29.6%) Est. Cost $161.44 Unrealized +37.3%
IHI ISHARES TR 0.2%
Value $16.78M (-5.5%) Shares 314,604 (+10.1%) Est. Cost $61.34 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $1.199M (+425.8%) Shares 24,805 (+409.9%) Est. Cost $47.93 Unrealized
AMZN AMAZON COM INC 0.8%
Value $62.4M (-1.5%) Shares 299,617 (+9.1%) Est. Cost $166.56 Unrealized +36.2%
IWC ISHARES TR 0.0%
Value $1.951M (+96.8%) Shares 12,221 (+94.4%) Est. Cost $145.24 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.683M (+132.3%) Shares 65,870 (+138.5%) Est. Cost $25.06 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $1.317M (+263.5%) Shares 3,466 (+225.4%) Est. Cost $360.48 Unrealized +13.9%
SPYI NEOS ETF TRUST 0.0%
Value $2.6M (+57.7%) Shares 52,670 (+67.8%) Est. Cost $50.96 Unrealized
ADBE ADOBE INC 0.0%
Value $2.275M (+71.4%) Shares 9,359 (+146.7%) Est. Cost $359.35 Unrealized -19.3%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value $32.11M (-2.8%) Shares 255,916 (+13.5%) Est. Cost $101.61 Unrealized
PSX PHILLIPS 66 0.0%
Value $2.905M (+46.4%) Shares 15,944 (+3.7%) Est. Cost $118.73 Unrealized +23.9%
GLDM WORLD GOLD TR 0.1%
Value $6.558M (+16.2%) Shares 70,747 (+7.0%) Est. Cost $56.46 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $2.232M (-28.8%) Shares 103,247 (+13.5%) Est. Cost $35.44 Unrealized -18.3%
DGCB DIMENSIONAL ETF TRUST 0.0%
Value $2.974M (+43.2%) Shares 54,933 (+43.5%) Est. Cost $54.74 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $1.496M (+148.7%) Shares 3,818 (+74.8%) Est. Cost $246.51 Unrealized +52.7%
SNDK SANDISK CORP 0.0%
Value $1.176M (+302.0%) Shares 1,850 (+50.2%) Est. Cost $305.92 Unrealized +68.8%
SHYG ISHARES TR 0.0%
Value $3.397M (+34.8%) Shares 80,297 (+36.6%) Est. Cost $42.30 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $3.803M (+29.6%) Shares 81,007 (+29.9%) Est. Cost $46.88 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.46M (+23.7%) Shares 69,790 (+28.6%) Est. Cost $61.94 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.442M (+144.7%) Shares 8,812 (+128.9%) Est. Cost $158.97 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $3.684M (+30.1%) Shares 37,447 (+31.1%) Est. Cost $119.47 Unrealized -8.0%
MA MASTERCARD INCORPORATED 0.3%
Value $22.32M (-3.7%) Shares 44,676 (+10.1%) Est. Cost $447.75 Unrealized +20.4%
KMI KINDER MORGAN INC DEL 0.0%
Value $2.24M (+59.1%) Shares 66,814 (+30.4%) Est. Cost $26.60 Unrealized +11.8%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.203M (+221.7%) Shares 25,545 (+223.5%) Est. Cost $47.16 Unrealized
ETHU VOLATILITY SHS TR 0.0%
Value $2.749M (+42.6%) Shares 123,000 (+248.9%) Est. Cost $33.80 Unrealized
TIPX SPDR SERIES TRUST 0.0%
Value $3.127M (+35.6%) Shares 162,973 (+34.8%) Est. Cost $19.10 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value $16.56M (+5.1%) Shares 568,439 (+17.7%) Est. Cost $38.92 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $3.048M (-20.0%) Shares 33,932 (+1.3%) Est. Cost $127.11 Unrealized -21.4%
AVGO BROADCOM INC 0.2%
Value $18.75M (-3.9%) Shares 60,576 (+7.5%) Est. Cost $215.36 Unrealized +55.2%
VPU VANGUARD WORLD FD 0.1%
Value $6.38M (+12.8%) Shares 32,202 (+5.4%) Est. Cost $150.61 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $946K (+319.2%) Shares 10,399 (+201.4%) Est. Cost $68.78 Unrealized +4.0%
FLRN SPDR SERIES TRUST 0.0%
Value $2.651M (+36.6%) Shares 86,140 (+36.4%) Est. Cost $30.79 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value $24.12M (+2.9%) Shares 221,312 (+12.8%) Est. Cost $151.58 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $3.903M (+21.5%) Shares 10,180 (+14.1%) Est. Cost $256.40 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value $7.325M (+10.3%) Shares 75,751 (+18.1%) Est. Cost $93.60 Unrealized
IBHG ISHARES TR 0.0%
Value $1.205M (+130.1%) Shares 54,452 (+132.1%) Est. Cost $22.21 Unrealized
AFIF TWO RDS SHARED TR 0.1%
Value $9.914M (+7.3%) Shares 1,064,223 (+8.4%) Est. Cost $9.15 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value $2.545M (+35.5%) Shares 51,214 (+46.9%) Est. Cost $52.73 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value $13.84M (-4.5%) Shares 37,665 (+7.2%) Est. Cost $300.34 Unrealized
GOOG ALPHABET INC 0.1%
Value $7.859M (+9.1%) Shares 27,398 (+19.4%) Est. Cost $163.64 Unrealized +97.8%
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $937K (+228.6%) Shares 18,579 (+237.4%) Est. Cost $49.56 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $2.233M (+40.1%) Shares 115,676 (+19.7%) Est. Cost $14.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $1.754M (+56.5%) Shares 28,924 (+39.2%) Est. Cost $54.77 Unrealized +4.9%
BWX SPDR SERIES TRUST 0.0%
Value $2.489M (+32.9%) Shares 113,389 (+36.4%) Est. Cost $22.66 Unrealized
MRK MERCK & CO INC 0.0%
Value $2.442M (+33.0%) Shares 20,300 (+16.4%) Est. Cost $99.07 Unrealized +15.4%
DFAW DIMENSIONAL ETF TRUST 0.0%
Value $1.773M (+51.4%) Shares 24,033 (+51.8%) Est. Cost $73.91 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $6.794M (+9.6%) Shares 35,400 (+9.4%) Est. Cost $179.21 Unrealized
OKE ONEOK INC NEW 0.0%
Value $2.326M (+34.2%) Shares 25,729 (+9.2%) Est. Cost $73.10 Unrealized +7.4%
IBDS ISHARES TR 0.0%
Value $828K (+239.7%) Shares 34,170 (+240.2%) Est. Cost $24.25 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value $2.492M (+30.4%) Shares 47,512 (+30.9%) Est. Cost $53.22 Unrealized
GLW CORNING INC 0.0%
Value $1.033M (+126.8%) Shares 7,597 (+46.0%) Est. Cost $83.06 Unrealized +34.5%
EXEL EXELIXIS INC 0.0%
Value $811K (+245.1%) Shares 18,912 (+252.7%) Est. Cost $42.76 Unrealized +2.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $3.591M (+18.9%) Shares 5 (+25.0%) Est. Cost $716336.06 Unrealized +3.4%
SPSB SPDR SERIES TRUST 0.1%
Value $4.662M (+14.0%) Shares 155,028 (+14.5%) Est. Cost $30.10 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value $2.094M (+37.2%) Shares 80,524 (+36.9%) Est. Cost $25.86 Unrealized
SHEL SHELL PLC 0.0%
Value $830K (+216.5%) Shares 8,926 (+150.0%) Est. Cost $81.25 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value $4.571M (+14.1%) Shares 20,284 (+5.1%) Est. Cost $185.52 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.624M (+27.4%) Shares 22,767 (+30.7%) Est. Cost $107.72 Unrealized
CRWV COREWEAVE INC 0.0%
Value $3.242M (+20.3%) Shares 41,845 (+11.2%) Est. Cost $101.34 Unrealized -9.7%
TRP TC ENERGY CORP 0.0%
Value $1.957M (+37.5%) Shares 31,257 (+20.8%) Est. Cost $50.28 Unrealized +15.8%
PFEB INNOVATOR ETFS TRUST 0.0%
Value $1.744M (+43.4%) Shares 43,492 (+45.6%) Est. Cost $36.49 Unrealized
IWD ISHARES TR 0.0%
Value $1.718M (+44.0%) Shares 8,042 (+41.7%) Est. Cost $181.70 Unrealized
NLR VANECK ETF TRUST 0.0%
Value $2.426M (+27.2%) Shares 18,214 (+18.6%) Est. Cost $114.63 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value $3.371M (+17.3%) Shares 71,866 (+17.1%) Est. Cost $43.13 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value $1.323M (+58.4%) Shares 29,149 (+52.3%) Est. Cost $44.26 Unrealized
UVV UNIVERSAL CORP VA MTNS BK EN 0.0%
Value $1.614M (+41.1%) Shares 30,621 (+41.2%) Est. Cost $54.02 Unrealized +1.1%
RGLD ROYAL GOLD INC 0.0%
Value $667K (+231.3%) Shares 2,619 (+189.4%) Est. Cost $245.26 Unrealized +10.1%
CASY CASEYS GEN STORES INC 0.0%
Value $849K (+120.5%) Shares 1,167 (+67.4%) Est. Cost $582.42 Unrealized +8.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $4.149M (+12.5%) Shares 167,618 (+9.3%) Est. Cost $24.60 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $9.853M (+4.9%) Shares 195,609 (+5.3%) Est. Cost $50.66 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $2.779M (+19.6%) Shares 12,297 (+3.3%) Est. Cost $183.74 Unrealized +23.0%
NEE NEXTERA ENERGY INC 0.0%
Value $2.106M (+27.6%) Shares 22,671 (+10.3%) Est. Cost $72.54 Unrealized +20.2%
HRL HORMEL FOODS CORP 0.0%
Value $829K (+121.6%) Shares 36,586 (+131.9%) Est. Cost $23.83 Unrealized +1.7%
QUBT QUANTUM COMPUTING INC 0.0%
Value $1.3M (-25.4%) Shares 189,817 (+11.7%) Est. Cost $13.47 Unrealized -24.5%
IBDT ISHARES TR 0.0%
Value $640K (+212.8%) Shares 25,250 (+214.3%) Est. Cost $25.37 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.065M (+68.4%) Shares 14,056 (+66.5%) Est. Cost $75.23 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value $1.457M (+41.1%) Shares 20,987 (+28.0%) Est. Cost $53.86 Unrealized +26.6%
PJAN INNOVATOR ETFS TRUST 0.0%
Value $994K (+74.5%) Shares 21,541 (+77.8%) Est. Cost $45.05 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $3.379M (+14.3%) Shares 110,124 (+2.2%) Est. Cost $29.85 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $6.936M (+6.5%) Shares 35,354 (+3.7%) Est. Cost $169.26 Unrealized
COHR COHERENT CORP 0.0%
Value $624K (+196.6%) Shares 2,619 (+129.7%) Est. Cost $185.59 Unrealized +15.0%
DE DEERE & CO 0.0%
Value $2.155M (+23.5%) Shares 3,825 (+2.1%) Est. Cost $413.80 Unrealized +33.2%
FRDM EA SERIES TRUST 0.1%
Value $5.512M (+8.0%) Shares 100,867 (+1.3%) Est. Cost $37.05 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $2.102M (+23.9%) Shares 72,294 (+21.3%) Est. Cost $31.96 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $5.424M (-6.9%) Shares 31,062 (+20.5%) Est. Cost $246.20 Unrealized -18.5%
OKLO OKLO INC 0.1%
Value $7.216M (+5.8%) Shares 145,512 (+53.1%) Est. Cost $55.54 Unrealized +44.6%
SRLN SSGA ACTIVE ETF TR 0.0%
Value $1.912M (+25.7%) Shares 47,635 (+29.2%) Est. Cost $41.38 Unrealized
NRG NRG ENERGY INC 0.0%
Value $619K (+169.9%) Shares 4,237 (+194.0%) Est. Cost $157.50 Unrealized +0.6%
VTIP VANGUARD MALVERN FDS 0.0%
Value $1.336M (+41.1%) Shares 26,749 (+39.7%) Est. Cost $49.34 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value $2.538M (+18.1%) Shares 60,109 (+19.0%) Est. Cost $42.61 Unrealized
ETN EATON CORP PLC 0.0%
Value $1.537M (+33.3%) Shares 4,296 (+18.7%) Est. Cost $305.09 Unrealized +15.9%
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value $1.234M (+43.8%) Shares 56,918 (+45.9%) Est. Cost $21.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $1.474M (-19.9%) Shares 7,254 (+1.4%) Est. Cost $245.15 Unrealized -1.8%
STIP ISHARES TR 0.0%
Value $1.267M (+40.5%) Shares 12,248 (+39.1%) Est. Cost $102.82 Unrealized
NNN NNN REIT INC 0.0%
Value $1.252M (+41.0%) Shares 29,782 (+33.0%) Est. Cost $40.84 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $1.575M (+29.6%) Shares 21,673 (+2.5%) Est. Cost $58.59 Unrealized +12.0%
IEFA ISHARES TR 0.0%
Value $2.644M (+15.6%) Shares 29,205 (+14.3%) Est. Cost $77.41 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $26.66M (-1.3%) Shares 694,028 (+27.5%) Est. Cost $46.26 Unrealized
TQQQ PROSHARES TR 0.0%
Value $1.056M (+49.6%) Shares 25,334 (+89.3%) Est. Cost $55.14 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $989K (+54.6%) Shares 4,051 (+3.0%) Est. Cost $141.64 Unrealized +30.4%
UUUU ENERGY FUELS INC 0.0%
Value $1.169M (+42.4%) Shares 64,059 (+13.5%) Est. Cost $11.92 Unrealized +81.2%
O REALTY INCOME CORP 0.0%
Value $2.125M (+19.3%) Shares 34,737 (+9.9%) Est. Cost $55.15 Unrealized +3.9%
VXUS VANGUARD STAR FDS 0.0%
Value $1.586M (+27.6%) Shares 20,566 (+24.8%) Est. Cost $62.76 Unrealized
MUST COLUMBIA ETF TR I 0.0%
Value $2.038M (+19.9%) Shares 99,386 (+20.5%) Est. Cost $20.52 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $1.21M (+37.8%) Shares 3,526 (+35.2%) Est. Cost $278.81 Unrealized +27.1%
PFE PFIZER INC 0.0%
Value $1.284M (+34.3%) Shares 45,730 (+19.1%) Est. Cost $30.79 Unrealized -15.0%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value $2.306M (+16.3%) Shares 86,769 (+15.6%) Est. Cost $26.70 Unrealized
IREN IREN LIMITED 0.1%
Value $6.054M (+5.6%) Shares 176,618 (+16.3%) Est. Cost $32.31 Unrealized +49.4%
VIS VANGUARD WORLD FD 0.1%
Value $4.706M (+7.1%) Shares 15,072 (+2.4%) Est. Cost $213.54 Unrealized
SHOP SHOPIFY INC 0.0%
Value $1.103M (-22.1%) Shares 9,303 (+5.7%) Est. Cost $68.46 Unrealized +99.3%
ED CONSOLIDATED EDISON INC 0.0%
Value $1.724M (+22.2%) Shares 15,228 (+7.2%) Est. Cost $92.89 Unrealized +13.4%
LIN LINDE PLC 0.0%
Value $937K (+49.1%) Shares 1,891 (+28.2%) Est. Cost $371.30 Unrealized +23.9%
BAC BANK AMERICA CORP 0.0%
Value $3.329M (+10.0%) Shares 68,284 (+24.2%) Est. Cost $35.35 Unrealized +51.8%
HSY HERSHEY CO 0.0%
Value $753K (+67.1%) Shares 3,624 (+46.3%) Est. Cost $185.73 Unrealized +10.2%
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $704K (+74.9%) Shares 11,238 (+99.4%) Est. Cost $67.08 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.041M (+40.6%) Shares 7,180 (+34.3%) Est. Cost $115.45 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $956K (+45.2%) Shares 19,159 (+46.4%) Est. Cost $50.28 Unrealized
NOW SERVICENOW INC 0.0%
Value $1.085M (+37.8%) Shares 10,376 (+101.9%) Est. Cost $145.78 Unrealized -16.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $2.578M (-10.2%) Shares 6,603 (+7.8%) Est. Cost $246.05 Unrealized +75.2%
TGT TARGET CORP 0.0%
Value $590K (+96.0%) Shares 4,869 (+58.1%) Est. Cost $127.81 Unrealized -14.6%
INTC INTEL CORP 0.0%
Value $1.12M (+33.7%) Shares 25,388 (+11.8%) Est. Cost $36.78 Unrealized +26.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $1.542M (+21.8%) Shares 2,261 (+1.8%) Est. Cost $427.84 Unrealized +57.5%
DGRO ISHARES TR 0.1%
Value $8.784M (+3.1%) Shares 125,166 (+2.0%) Est. Cost $50.46 Unrealized
VFLO VICTORY PORTFOLIOS II 0.2%
Value $13.44M (+2.0%) Shares 340,300 (+1.7%) Est. Cost $35.70 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $18.15M (+1.4%) Shares 113,185 (+16.5%) Est. Cost $173.91 Unrealized -1.0%
DDWM WISDOMTREE TR 0.0%
Value $612K (+70.6%) Shares 13,885 (+68.4%) Est. Cost $41.84 Unrealized
DBEF DBX ETF TR 0.0%
Value $1.049M (+31.0%) Shares 21,241 (+27.5%) Est. Cost $47.52 Unrealized
UNP UNION PAC CORP 0.0%
Value $1.088M (+28.9%) Shares 4,486 (+22.9%) Est. Cost $219.70 Unrealized +10.8%
GOOGL ALPHABET INC 1.0%
Value $76.76M (-0.3%) Shares 266,936 (+8.5%) Est. Cost $172.12 Unrealized +87.8%
COWG PACER FDS TR 0.2%
Value $15.8M (-1.5%) Shares 468,257 (+2.8%) Est. Cost $36.21 Unrealized
SJM SMUCKER J M CO 0.0%
Value $442K (+116.7%) Shares 4,588 (+119.7%) Est. Cost $103.56 Unrealized +0.6%
BP BP PLC 0.0%
Value $680K (+53.4%) Shares 14,462 (+13.4%) Est. Cost $35.97 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $2.035M (+12.8%) Shares 7,088 (+14.0%) Est. Cost $263.48 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value $2.04M (-10.1%) Shares 38,524 (+2.5%) Est. Cost $50.11 Unrealized +22.8%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value $1.255M (+22.2%) Shares 51,458 (+18.5%) Est. Cost $15.39 Unrealized
CSX CSX CORP 0.0%
Value $1.305M (+21.1%) Shares 31,795 (+7.0%) Est. Cost $30.80 Unrealized +25.0%
SPTM SPDR SERIES TRUST 0.0%
Value $851K (+34.9%) Shares 10,768 (+40.8%) Est. Cost $65.25 Unrealized
CSCO CISCO SYS INC 0.0%
Value $2.422M (+9.6%) Shares 31,221 (+8.9%) Est. Cost $48.76 Unrealized +59.8%
AMP AMERIPRISE FINL INC 0.0%
Value $420K (+96.0%) Shares 946 (+116.5%) Est. Cost $488.05 Unrealized +2.5%
SMR NUSCALE PWR CORP 0.0%
Value $420K (+95.5%) Shares 38,788 (+155.6%) Est. Cost $20.33 Unrealized -15.1%
APH AMPHENOL CORP 0.0%
Value $776K (+35.7%) Shares 6,140 (+45.1%) Est. Cost $122.17 Unrealized +19.8%
PVI INVESCO EXCH TRADED FD TR II 0.0%
Value $1.139M (+21.3%) Shares 45,816 (+21.5%) Est. Cost $24.86 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value $1.109M (+21.9%) Shares 30,764 (+17.3%) Est. Cost $31.40 Unrealized
NEM NEWMONT CORP 0.0%
Value $603K (+49.2%) Shares 5,568 (+37.6%) Est. Cost $84.30 Unrealized +40.1%
SCHV SCHWAB STRATEGIC TR 0.0%
Value $1.261M (+18.6%) Shares 41,337 (+15.1%) Est. Cost $31.86 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $4.415M (+4.6%) Shares 190,491 (+5.4%) Est. Cost $23.27 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value $1.143M (+20.5%) Shares 22,843 (+21.3%) Est. Cost $50.11 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $558K (+52.1%) Shares 5,782 (+59.0%) Est. Cost $112.40 Unrealized -8.3%
GE GE AEROSPACE 0.0%
Value $3.951M (-4.6%) Shares 13,923 (+3.6%) Est. Cost $141.54 Unrealized +124.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $680K (+38.3%) Shares 4,914 (+41.1%) Est. Cost $132.49 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $247K (+292.8%) Shares 32,259 (+1.4%) Est. Cost $2.32 Unrealized +154.0%
MINT PIMCO ETF TR 0.0%
Value $384K (+91.5%) Shares 3,817 (+91.0%) Est. Cost $100.44 Unrealized
ATFV THE ALGER ETF TRUST 0.0%
Value $493K (+59.0%) Shares 15,726 (+76.7%) Est. Cost $33.35 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $1.942M (+10.3%) Shares 52,186 (+37.8%) Est. Cost $51.07 Unrealized -11.0%
ONEQ FIDELITY COMWLTH TR 0.0%
Value $471K (+61.9%) Shares 5,544 (+74.2%) Est. Cost $87.33 Unrealized
TPHD TIMOTHY PLAN 0.0%
Value $776K (+28.9%) Shares 18,774 (+20.1%) Est. Cost $38.85 Unrealized
CLSE TRUST FOR PROFESSIONAL MANAG 0.0%
Value $1.244M (+16.3%) Shares 44,198 (+12.9%) Est. Cost $23.68 Unrealized
VICI VICI PPTYS INC 0.0%
Value $1.304M (+15.4%) Shares 47,735 (+18.7%) Est. Cost $30.96 Unrealized -9.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value $1.515M (+12.8%) Shares 25,909 (+9.2%) Est. Cost $55.35 Unrealized
IBTH ISHARES TR 0.0%
Value $427K (+65.8%) Shares 19,037 (+66.1%) Est. Cost $22.45 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $2.255M (+8.0%) Shares 10,841 (+16.6%) Est. Cost $186.65 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value $2.131M (+8.4%) Shares 50,126 (+10.3%) Est. Cost $42.84 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value $362K (+84.1%) Shares 44,997 (+112.2%) Est. Cost $9.12 Unrealized -0.5%
ETR ENTERGY CORP NEW 0.0%
Value $803K (+25.5%) Shares 7,151 (+3.3%) Est. Cost $61.57 Unrealized +58.1%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $657K (+31.4%) Shares 59,420 (+47.7%) Est. Cost $12.54 Unrealized -4.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $729K (+27.4%) Shares 7,364 (+9.3%) Est. Cost $69.81 Unrealized +16.1%
PMAR INNOVATOR ETFS TRUST 0.0%
Value $1.65M (+10.4%) Shares 36,971 (+11.2%) Est. Cost $38.85 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value $389K (+66.8%) Shares 9,368 (+68.3%) Est. Cost $41.86 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $681K (+27.9%) Shares 25,900 (+28.7%) Est. Cost $27.71 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $708K (+26.2%) Shares 5,405 (+13.2%) Est. Cost $85.24 Unrealized +64.0%
CLS CELESTICA INC 0.0%
Value $3.264M (+4.6%) Shares 11,587 (+9.8%) Est. Cost $181.22 Unrealized +66.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $1.722M (-7.7%) Shares 6,168 (+16.8%) Est. Cost $257.30 Unrealized +17.0%
SBUX STARBUCKS CORP 0.0%
Value $1.371M (+11.6%) Shares 15,298 (+4.9%) Est. Cost $87.21 Unrealized +7.4%
TPLC TIMOTHY PLAN 0.0%
Value $753K (+23.2%) Shares 16,224 (+20.6%) Est. Cost $44.81 Unrealized
GSK GSK PLC 0.0%
Value $644K (+28.0%) Shares 11,660 (+13.8%) Est. Cost $39.00 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $6.338M (+2.2%) Shares 112,015 (+2.7%) Est. Cost $51.28 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.565M (+5.7%) Shares 46,208 (+10.6%) Est. Cost $55.51 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $520K (+35.4%) Shares 1,164 (+37.4%) Est. Cost $414.77 Unrealized +12.7%
VFH VANGUARD WORLD FD 0.1%
Value $4.497M (-2.9%) Shares 37,220 (+7.3%) Est. Cost $89.46 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $1.125M (+13.4%) Shares 9,483 (+11.0%) Est. Cost $55.53 Unrealized +116.4%
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $466K (-22.2%) Shares 23,449 (+10.0%) Est. Cost $33.14 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value $6.229M (-2.1%) Shares 96,993 (+6.4%) Est. Cost $33.96 Unrealized +133.4%
PYLD PIMCO ETF TR 0.0%
Value $543K (+31.6%) Shares 20,722 (+34.0%) Est. Cost $26.66 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value $356K (+57.2%) Shares 28,138 (+68.6%) Est. Cost $13.19 Unrealized -0.5%
HSBC HSBC HLDGS PLC 0.0%
Value $1.483M (+9.3%) Shares 17,980 (+4.3%) Est. Cost $75.75 Unrealized
DMLP DORCHESTER MINERALS L P 0.0%
Value $393K (+47.0%) Shares 14,495 (+21.3%) Est. Cost $23.19 Unrealized
IGSB ISHARES TR 0.0%
Value $424K (+41.1%) Shares 8,069 (+42.0%) Est. Cost $52.00 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $347K (+55.2%) Shares 14,633 (+72.5%) Est. Cost $27.01 Unrealized -5.8%
DHR DANAHER CORP DEL 0.0%
Value $631K (-16.2%) Shares 3,326 (+1.2%) Est. Cost $221.21 Unrealized +1.6%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value $2.996M (+4.2%) Shares 135,453 (+4.3%) Est. Cost $19.07 Unrealized +19.8%
DAL DELTA AIR LINES INC 0.0%
Value $414K (+40.2%) Shares 6,234 (+46.3%) Est. Cost $56.33 Unrealized +24.0%
ZALT INNOVATOR ETFS TRUST 0.1%
Value $5.776M (+2.1%) Shares 177,936 (+2.4%) Est. Cost $29.78 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $682K (+20.2%) Shares 9,502 (+8.8%) Est. Cost $62.13 Unrealized +8.8%
ONDS ONDAS INC 0.0%
Value $898K (+14.3%) Shares 99,350 (+23.4%) Est. Cost $7.54 Unrealized +50.3%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value $1.501M (+8.0%) Shares 47,753 (+8.9%) Est. Cost $33.03 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $325K (+50.4%) Shares 5,821 (+52.5%) Est. Cost $53.59 Unrealized
LRGF ISHARES TR 0.0%
Value $722K (+17.8%) Shares 10,932 (+23.9%) Est. Cost $64.69 Unrealized
BA BOEING CO 0.0%
Value $3.206M (-3.2%) Shares 16,109 (+5.5%) Est. Cost $201.75 Unrealized +18.2%
COKE COCA COLA CONS INC 0.0%
Value $474K (+28.6%) Shares 2,474 (+2.8%) Est. Cost $122.61 Unrealized +29.9%
VGT VANGUARD WORLD FD 0.2%
Value $15.32M (-0.7%) Shares 21,960 (+7.3%) Est. Cost $608.17 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value $1.217M (+9.5%) Shares 51,519 (+10.7%) Est. Cost $23.50 Unrealized +12.2%
NVS NOVARTIS AG 0.0%
Value $688K (+18.0%) Shares 4,504 (+6.5%) Est. Cost $102.66 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value $359K (+40.0%) Shares 10,540 (+2.0%) Est. Cost $23.73 Unrealized
PCAR PACCAR INC 0.0%
Value $519K (+23.9%) Shares 4,496 (+17.5%) Est. Cost $77.38 Unrealized +58.9%
PJUN INNOVATOR ETFS TRUST 0.0%
Value $538K (+22.5%) Shares 12,861 (+22.6%) Est. Cost $37.60 Unrealized
AOK ISHARES TR 0.0%
Value $3.162M (+3.2%) Shares 79,258 (+3.8%) Est. Cost $37.63 Unrealized
BKH BLACK HILLS CORP 0.0%
Value $1.317M (+8.0%) Shares 18,977 (+8.1%) Est. Cost $63.85 Unrealized +12.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value $570K (+20.4%) Shares 2,877 (+62.9%) Est. Cost $268.03 Unrealized -5.5%
PRU PRUDENTIAL FINL INC 0.0%
Value $733K (-11.5%) Shares 7,507 (+2.3%) Est. Cost $94.45 Unrealized +13.7%
ADI ANALOG DEVICES INC 0.0%
Value $542K (+20.6%) Shares 1,704 (+2.8%) Est. Cost $183.04 Unrealized +72.7%
DASH DOORDASH INC 0.0%
Value $212K (-30.2%) Shares 1,414 (+5.2%) Est. Cost $210.98 Unrealized -6.8%
TMUS T-MOBILE US INC 0.0%
Value $749K (+13.7%) Shares 3,568 (+10.0%) Est. Cost $215.23 Unrealized -6.9%
EPAM EPAM SYS INC 0.0%
Value $546K (-14.2%) Shares 4,030 (+29.8%) Est. Cost $173.30 Unrealized +10.0%
ELCV STRATEGY SHS 0.0%
Value $400K (+29.0%) Shares 13,799 (+18.1%) Est. Cost $27.09 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $463K (+24.1%) Shares 5,835 (+24.8%) Est. Cost $78.19 Unrealized
KLAC KLA CORP 0.0%
Value $399K (+28.8%) Shares 271 (+6.3%) Est. Cost $961.75 Unrealized +52.0%
IONQ IONQ INC 0.0%
Value $492K (+22.1%) Shares 17,071 (+90.0%) Est. Cost $41.47 Unrealized -0.1%
CTRE CARETRUST REIT INC 0.0%
Value $662K (+15.4%) Shares 18,072 (+13.9%) Est. Cost $25.19 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $877K (+11.2%) Shares 11,662 (+11.0%) Est. Cost $67.72 Unrealized
ESUM STRATEGY SHS 0.0%
Value $304K (+40.4%) Shares 11,609 (+44.4%) Est. Cost $26.86 Unrealized
IJH ISHARES TR 0.0%
Value $2.083M (+4.4%) Shares 30,841 (+2.0%) Est. Cost $73.69 Unrealized
VTR VENTAS INC 0.0%
Value $453K (+23.8%) Shares 5,543 (+17.1%) Est. Cost $60.79 Unrealized +27.2%
BIV VANGUARD BD INDEX FDS 0.0%
Value $1.257M (+7.4%) Shares 16,287 (+8.4%) Est. Cost $77.60 Unrealized
HUBB HUBBELL INC 0.0%
Value $292K (+41.7%) Shares 595 (+28.2%) Est. Cost $450.01 Unrealized +10.1%
HYEM VANECK ETF TRUST 0.0%
Value $286K (+42.6%) Shares 14,503 (+43.8%) Est. Cost $19.95 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $1.179M (+7.8%) Shares 4,108 (+8.5%) Est. Cost $230.57 Unrealized +29.3%
CB CHUBB LTD SWITZ 0.0%
Value $578K (+17.3%) Shares 1,772 (+12.4%) Est. Cost $257.35 Unrealized +22.9%
HTGC HERCULES CAPITAL INC 0.0%
Value $717K (+13.4%) Shares 48,527 (+44.4%) Est. Cost $18.64 Unrealized -6.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $414K (+25.5%) Shares 953 (+10.9%) Est. Cost $337.92 Unrealized +23.1%
KBWB INVESCO EXCH TRADED FD TR II 0.2%
Value $12.83M (+0.7%) Shares 162,212 (+7.2%) Est. Cost $66.35 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $569K (+17.3%) Shares 2,617 (+14.3%) Est. Cost $201.89 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $289K (+40.7%) Shares 1,370 (+36.9%) Est. Cost $195.15 Unrealized +10.3%
EMHY ISHARES INC 0.0%
Value $292K (+40.1%) Shares 7,422 (+43.6%) Est. Cost $39.09 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value $1.871M (+4.6%) Shares 56,055 (+2.7%) Est. Cost $32.59 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $519K (+18.7%) Shares 5,852 (+18.4%) Est. Cost $88.92 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $536K (-13.2%) Shares 3,411 (+7.2%) Est. Cost $222.72 Unrealized -24.6%
UOCT INNOVATOR ETFS TRUST 0.0%
Value $2.15M (+3.9%) Shares 56,222 (+6.1%) Est. Cost $38.80 Unrealized
IWS ISHARES TR 0.0%
Value $1.102M (+7.7%) Shares 7,562 (+4.3%) Est. Cost $118.50 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $2.429M (-3.1%) Shares 19,786 (+3.4%) Est. Cost $116.79 Unrealized +15.6%
F FORD MTR CO 0.0%
Value $941K (-7.5%) Shares 81,559 (+5.2%) Est. Cost $11.36 Unrealized +21.0%
STWD STARWOOD PPTY TR INC 0.0%
Value $1.135M (+7.1%) Shares 65,905 (+12.1%) Est. Cost $18.33 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value $50.78M (+0.1%) Shares 84,978 (+5.1%) Est. Cost $474.52 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value $786K (+10.4%) Shares 40,232 (+10.7%) Est. Cost $19.38 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $557K (+15.1%) Shares 5,565 (+14.4%) Est. Cost $79.72 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.639M (+4.6%) Shares 34,846 (+2.5%) Est. Cost $41.69 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $655K (+12.3%) Shares 4,515 (+9.4%) Est. Cost $134.08 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $757K (+10.5%) Shares 16,701 (+21.9%) Est. Cost $52.60 Unrealized +0.2%
SPYG SPDR SERIES TRUST 0.1%
Value $4.333M (+1.6%) Shares 44,253 (+10.8%) Est. Cost $75.20 Unrealized
CTVA CORTEVA INC 0.0%
Value $301K (+30.1%) Shares 3,598 (+4.2%) Est. Cost $55.96 Unrealized +30.0%
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $355K (+24.5%) Shares 8,629 (+25.8%) Est. Cost $39.51 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $953K (+7.8%) Shares 3,189 (+13.6%) Est. Cost $249.42 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value $678K (+11.2%) Shares 14,422 (+12.0%) Est. Cost $47.42 Unrealized
FFLG FIDELITY COVINGTON TRUST 0.0%
Value $297K (+29.5%) Shares 10,684 (+39.4%) Est. Cost $29.34 Unrealized
IWP ISHARES TR 0.0%
Value $1.304M (-4.9%) Shares 10,179 (+1.6%) Est. Cost $130.33 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value $2.842M (+2.4%) Shares 80,272 (+6.6%) Est. Cost $34.64 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $323K (+26.2%) Shares 1,012 (+48.2%) Est. Cost $382.03 Unrealized -3.6%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $896K (-6.9%) Shares 7,058 (+4.2%) Est. Cost $102.69 Unrealized
OCTW AIM ETF PRODUCTS TRUST 0.0%
Value $407K (+19.4%) Shares 10,590 (+21.0%) Est. Cost $37.03 Unrealized
IWX ISHARES TR 0.0%
Value $1.137M (+6.1%) Shares 12,268 (+5.2%) Est. Cost $71.08 Unrealized
IUSG ISHARES TR 0.0%
Value $1.04M (-5.9%) Shares 6,708 (+1.9%) Est. Cost $151.17 Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $401K (+19.2%) Shares 9,030 (+20.0%) Est. Cost $40.91 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $206K (-23.8%) Shares 3,822 (+2.0%) Est. Cost $96.52 Unrealized -13.6%
HDV ISHARES TR 0.0%
Value $267K (+31.7%) Shares 1,968 (+18.0%) Est. Cost $123.75 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $456K (+16.3%) Shares 5,347 (+7.9%) Est. Cost $88.57 Unrealized +0.2%
DTE DTE ENERGY CO 0.0%
Value $467K (+15.8%) Shares 3,196 (+2.1%) Est. Cost $116.68 Unrealized +17.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $289K (+28.3%) Shares 3,208 (+25.6%) Est. Cost $81.50 Unrealized +13.7%
UEC URANIUM ENERGY CORP 0.0%
Value $215K (+41.0%) Shares 15,957 (+22.0%) Est. Cost $9.45 Unrealized +74.5%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $386K (+19.4%) Shares 2,947 (+9.2%) Est. Cost $95.44 Unrealized +32.1%
IWB ISHARES TR 0.0%
Value $2.087M (+3.0%) Shares 5,854 (+7.9%) Est. Cost $310.71 Unrealized
SSO PROSHARES TR 0.0%
Value $828K (-6.8%) Shares 15,957 (+4.0%) Est. Cost $74.13 Unrealized
PAYX PAYCHEX INC 0.0%
Value $333K (-15.0%) Shares 3,611 (+3.5%) Est. Cost $139.06 Unrealized -26.7%
NVO NOVO-NORDISK A S 0.0%
Value $386K (-13.2%) Shares 10,498 (+20.2%) Est. Cost $83.29 Unrealized
NDSN NORDSON CORP 0.0%
Value $377K (+17.2%) Shares 1,417 (+5.9%) Est. Cost $225.16 Unrealized +23.1%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $243K (+28.7%) Shares 47,612 (+59.0%) Est. Cost $5.32 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $409K (-11.6%) Shares 2,587 (+2.1%) Est. Cost $173.29 Unrealized +1.2%
OMC OMNICOM GROUP INC 0.0%
Value $368K (+16.8%) Shares 4,886 (+25.3%) Est. Cost $74.73 Unrealized +2.4%
ITOT ISHARES TR 0.1%
Value $6.783M (+0.8%) Shares 47,624 (+5.2%) Est. Cost $125.74 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $61.99M (-0.1%) Shares 210,748 (+9.4%) Est. Cost $205.52 Unrealized +51.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $379K (+15.3%) Shares 2,410 (+18.7%) Est. Cost $170.38 Unrealized -3.2%
BXP BXP INC 0.0%
Value $368K (-11.8%) Shares 7,092 (+14.7%) Est. Cost $66.60 Unrealized +1.8%
URI UNITED RENTALS INC 0.0%
Value $640K (-7.1%) Shares 879 (+3.2%) Est. Cost $435.86 Unrealized +102.5%
MDYG SPDR SERIES TRUST 0.0%
Value $513K (+10.5%) Shares 5,347 (+6.4%) Est. Cost $86.83 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $503K (+10.7%) Shares 1,955 (+20.1%) Est. Cost $287.69 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $436K (+12.5%) Shares 9,402 (+18.7%) Est. Cost $64.72 Unrealized -24.3%
CALF PACER FDS TR 0.0%
Value $404K (+13.6%) Shares 8,993 (+12.3%) Est. Cost $41.48 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $1.16M (+4.2%) Shares 3,976 (+3.6%) Est. Cost $235.79 Unrealized +22.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $268K (-14.6%) Shares 1,239 (+2.1%) Est. Cost $208.84 Unrealized +15.1%
IEI ISHARES TR 0.0%
Value $251K (+22.2%) Shares 2,113 (+22.9%) Est. Cost $119.35 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $565K (-7.4%) Shares 5,148 (+2.7%) Est. Cost $106.00 Unrealized
IBTI ISHARES TR 0.0%
Value $302K (+17.1%) Shares 13,547 (+17.5%) Est. Cost $22.35 Unrealized
IVZ INVESCO LTD 0.0%
Value $1.35M (+3.2%) Shares 55,590 (+11.6%) Est. Cost $23.14 Unrealized +18.6%
SDY SPDR SERIES TRUST 0.0%
Value $266K (+18.6%) Shares 1,823 (+13.1%) Est. Cost $136.96 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $1.204M (+3.5%) Shares 15,359 (+4.1%) Est. Cost $77.62 Unrealized
IWF ISHARES TR 0.0%
Value $3.398M (+1.2%) Shares 7,969 (+12.4%) Est. Cost $355.94 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $273K (+17.7%) Shares 3,942 (+14.4%) Est. Cost $65.25 Unrealized +7.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value $1.381M (+3.0%) Shares 14,692 (+9.5%) Est. Cost $65.01 Unrealized +54.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value $437K (+10.3%) Shares 8,930 (+1.9%) Est. Cost $43.49 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $172K (+30.0%) Shares 14,152 (+40.2%) Est. Cost $14.35 Unrealized -9.0%
QCOM QUALCOMM INC 0.0%
Value $2.443M (-1.5%) Shares 18,971 (+30.8%) Est. Cost $148.24 Unrealized +3.8%
ESGU ISHARES TR 0.0%
Value $595K (+6.4%) Shares 4,206 (+12.1%) Est. Cost $104.00 Unrealized
DDFO INNOVATOR ETFS TRUST 0.0%
Value $418K (+9.4%) Shares 19,487 (+10.2%) Est. Cost $21.60 Unrealized
SHLD GLOBAL X FDS 0.0%
Value $279K (+14.7%) Shares 3,938 (+4.9%) Est. Cost $70.27 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $543K (-6.1%) Shares 1,178 (+15.4%) Est. Cost $543.34 Unrealized -4.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $210K (-13.7%) Shares 2,280 (+4.9%) Est. Cost $101.55 Unrealized +10.0%
OZ BELPOINTE PREP LLC 0.0%
Value $426K (+8.3%) Shares 8,014 (+32.4%) Est. Cost $64.65 Unrealized -19.5%
NVBU AIM ETF PRODUCTS TRUST 0.0%
Value $283K (+12.5%) Shares 10,063 (+15.7%) Est. Cost $28.84 Unrealized
DON WISDOMTREE TR 0.0%
Value $301K (+11.4%) Shares 5,721 (+9.4%) Est. Cost $44.54 Unrealized
TRMB TRIMBLE INC 0.0%
Value $306K (-9.0%) Shares 4,698 (+9.4%) Est. Cost $71.54 Unrealized -0.7%
AFL AFLAC INC 0.0%
Value $1.024M (+3.0%) Shares 9,335 (+3.5%) Est. Cost $86.90 Unrealized +28.0%
CNI CANADIAN NATL RY CO 0.0%
Value $442K (+6.8%) Shares 4,298 (+2.7%) Est. Cost $99.88 Unrealized +2.2%
COR CENCORA INC 0.0%
Value $473K (-5.6%) Shares 1,506 (+1.5%) Est. Cost $156.15 Unrealized +126.1%
PHM PULTE GROUP INC 0.0%
Value $387K (+7.6%) Shares 3,293 (+7.3%) Est. Cost $113.10 Unrealized +16.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $284K (+10.6%) Shares 3,780 (+8.4%) Est. Cost $71.66 Unrealized
ADME ETF SER SOLUTIONS 0.0%
Value $1.286M (-2.0%) Shares 26,025 (+1.8%) Est. Cost $45.53 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $299K (+9.3%) Shares 985 (+3.2%) Est. Cost $273.24 Unrealized +11.7%
TMFC RBB FD INC 0.0%
Value $270K (+10.3%) Shares 4,098 (+20.0%) Est. Cost $64.95 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $234K (-9.5%) Shares 1,118 (+5.1%) Est. Cost $266.53 Unrealized -6.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $408K (+6.4%) Shares 12,371 (+5.7%) Est. Cost $33.35 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.019M (+2.3%) Shares 23,388 (+4.0%) Est. Cost $44.47 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $314K (+7.9%) Shares 5,580 (+1.2%) Est. Cost $49.08 Unrealized +21.6%
FSK FS KKR CAP CORP 0.0%
Value $173K (+15.0%) Shares 16,989 (+67.3%) Est. Cost $14.34 Unrealized -3.7%
PSEC PROSPECT CAP CORP 0.0%
Value $53,520 (+71.1%) Shares 20,506 (+69.8%) Est. Cost $2.64 Unrealized +5.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $382K (+5.9%) Shares 2,202 (+13.3%) Est. Cost $179.62 Unrealized +1.0%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $1.612M (+1.3%) Shares 36,777 (+2.5%) Est. Cost $36.73 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value $368K (+5.8%) Shares 20,706 (+8.6%) Est. Cost $17.83 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value $261K (+8.4%) Shares 14,856 (+9.2%) Est. Cost $17.20 Unrealized
PFLD ETF SER SOLUTIONS 0.0%
Value $242K (+9.0%) Shares 12,501 (+10.2%) Est. Cost $19.59 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $220K (+9.9%) Shares 5,055 (+11.9%) Est. Cost $44.26 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value $143K (+16.0%) Shares 16,930 (+42.7%) Est. Cost $11.91 Unrealized -1.9%
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $435K (+4.6%) Shares 14,591 (+15.9%) Est. Cost $30.68 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $553K (+3.4%) Shares 11,603 (+6.3%) Est. Cost $46.51 Unrealized
MMM 3M CO 0.0%
Value $849K (-2.1%) Shares 5,848 (+7.9%) Est. Cost $129.79 Unrealized +26.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $389K (+4.8%) Shares 1,398 (+17.9%) Est. Cost $322.82 Unrealized -6.0%
EDIV SPDR INDEX SHS FDS 0.0%
Value $670K (+2.6%) Shares 16,969 (+1.8%) Est. Cost $34.54 Unrealized
IXUS ISHARES TR 0.0%
Value $275K (+6.6%) Shares 3,170 (+4.2%) Est. Cost $77.68 Unrealized
UMAY INNOVATOR ETFS TRUST 0.0%
Value $765K (+2.3%) Shares 20,783 (+1.6%) Est. Cost $36.14 Unrealized
DHI D R HORTON INC 0.0%
Value $644K (+2.6%) Shares 4,695 (+7.7%) Est. Cost $138.70 Unrealized +12.4%
IGRO ISHARES TR 0.0%
Value $312K (+5.5%) Shares 3,726 (+4.3%) Est. Cost $80.14 Unrealized
MUB ISHARES TR 0.1%
Value $5.808M (+0.3%) Shares 54,713 (+1.2%) Est. Cost $106.31 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $351K (-4.3%) Shares 1,678 (+4.2%) Est. Cost $159.38 Unrealized +44.2%
PSK SPDR SERIES TRUST 0.0%
Value $236K (+7.1%) Shares 7,655 (+10.0%) Est. Cost $31.89 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $270K (+6.0%) Shares 2,858 (+2.0%) Est. Cost $88.77 Unrealized
UFEB INNOVATOR ETFS TRUST 0.0%
Value $694K (+2.2%) Shares 19,107 (+3.6%) Est. Cost $36.18 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.922M (-0.8%) Shares 61,504 (+1.1%) Est. Cost $26.61 Unrealized
TIP ISHARES TR 0.0%
Value $271K (+5.6%) Shares 2,458 (+5.2%) Est. Cost $106.16 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $483K (+3.1%) Shares 5,231 (+1.8%) Est. Cost $90.41 Unrealized +5.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $402K (+3.7%) Shares 4,878 (+5.2%) Est. Cost $79.92 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $324K (+4.5%) Shares 14,125 (+7.5%) Est. Cost $20.92 Unrealized
CCL CARNIVAL CORP 0.0%
Value $275K (-4.7%) Shares 10,642 (+12.5%) Est. Cost $19.72 Unrealized +57.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $265K (+5.2%) Shares 3,651 (+11.3%) Est. Cost $63.23 Unrealized +27.5%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.866M (+0.7%) Shares 47,339 (+1.1%) Est. Cost $32.58 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $433K (-2.6%) Shares 4,557 (+3.3%) Est. Cost $107.76 Unrealized -7.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $1.393M (-0.8%) Shares 55,500 (+3.6%) Est. Cost $24.79 Unrealized
SCIO FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.161M (+0.3%) Shares 201,600 (+1.0%) Est. Cost $20.75 Unrealized
BNS BANK NOVA SCOTIA B C 0.0%
Value $1.289M (-0.8%) Shares 18,598 (+5.5%) Est. Cost $65.02 Unrealized +15.2%
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.195M (+0.9%) Shares 30,679 (+2.9%) Est. Cost $36.55 Unrealized
KJAN INNOVATOR ETFS TRUST 0.0%
Value $534K (+1.9%) Shares 12,802 (+1.2%) Est. Cost $36.95 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $354K (+2.9%) Shares 395 (+1.0%) Est. Cost $373.89 Unrealized +156.2%
UJUL INNOVATOR ETFS TRUST 0.0%
Value $2.901M (+0.3%) Shares 75,739 (+1.5%) Est. Cost $38.61 Unrealized
YUM YUM BRANDS INC 0.0%
Value $254K (+3.8%) Shares 1,632 (+1.1%) Est. Cost $134.36 Unrealized +17.1%
QCJL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $522K (+1.8%) Shares 22,314 (+3.2%) Est. Cost $20.54 Unrealized
SPFF GLOBAL X FDS 0.0%
Value $252K (+3.8%) Shares 28,363 (+8.8%) Est. Cost $8.98 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $252K (+3.8%) Shares 6,163 (+2.6%) Est. Cost $39.83 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $337K (+2.8%) Shares 66,942 (+8.3%) Est. Cost $2.73 Unrealized
AGG ISHARES TR 0.0%
Value $2.136M (+0.4%) Shares 21,513 (+1.0%) Est. Cost $99.10 Unrealized
UJUN INNOVATOR ETFS TRUST 0.0%
Value $856K (+1.0%) Shares 22,985 (+1.4%) Est. Cost $37.07 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $221K (+3.3%) Shares 4,443 (+3.4%) Est. Cost $49.84 Unrealized
DDFS INNOVATOR ETFS TRUST 0.0%
Value $519K (+1.3%) Shares 24,558 (+1.7%) Est. Cost $21.19 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $257K (+2.7%) Shares 23,643 (+6.1%) Est. Cost $11.12 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $580K (+1.1%) Shares 24,352 (+2.0%) Est. Cost $17.99 Unrealized +22.7%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value $878K (+0.7%) Shares 47,758 (+19.0%) Est. Cost $21.77 Unrealized -4.3%
GAIN GLADSTONE INVT CORP 0.0%
Value $172K (+2.9%) Shares 12,116 (+1.2%) Est. Cost $12.90 Unrealized +7.1%
UNOV INNOVATOR ETFS TRUST 0.0%
Value $834K (-0.5%) Shares 22,388 (+1.6%) Est. Cost $37.74 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value $1.174M (-0.3%) Shares 27,239 (+1.6%) Est. Cost $43.42 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $705K (+0.3%) Shares 2,144 (+7.3%) Est. Cost $307.70 Unrealized +18.5%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $268K (+0.9%) Shares 3,807 (+6.5%) Est. Cost $67.32 Unrealized
XXI TWENTY ONE CAP INC 0.0%
Value $136K (-1.3%) Shares 21,304 (+35.1%) Est. Cost $13.75 Unrealized -44.0%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $196K (-0.9%) Shares 17,756 (+15.8%) Est. Cost $14.55 Unrealized
BBDC BARINGS BDC INC 0.0%
Value $109K (+1.2%) Shares 13,205 (+12.9%) Est. Cost $8.96 Unrealized +1.5%
UL UNILEVER PLC 0.0%
Value $246K (-0.5%) Shares 4,326 (+14.2%) Est. Cost $64.35 Unrealized
OCTH INNOVATOR ETFS TRUST 0.0%
Value $260K (+0.3%) Shares 11,054 (+2.3%) Est. Cost $23.93 Unrealized
HYTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $527K (-0.2%) Shares 27,375 (+2.6%) Est. Cost $19.77 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $222K (+0.3%) Shares 5,218 (+40.7%) Est. Cost $55.55 Unrealized -13.4%

Exited Positions (116)

SMLF ISHARES TR 0.2%
Value $17.77M Shares 237,289 Est. Cost $62.16 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.1%
Value $8.318M Shares 165,588 Est. Cost $50.13 Unrealized
EWY ISHARES INC 0.1%
Value $6.881M Shares 70,774 Est. Cost $97.22 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.1%
Value $5.853M Shares 87,683 Est. Cost $61.77 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $3.701M Shares 20,000 Est. Cost $150.61 Unrealized
INFQ CHURCHILL CAP CORP X 0.0%
Value $2.872M Shares 184,094 Est. Cost $15.60 Unrealized -13.1%
HYDB ISHARES TR 0.0%
Value $2.76M Shares 58,293 Est. Cost $47.05 Unrealized
EEMV ISHARES INC 0.0%
Value $2.592M Shares 40,467 Est. Cost $64.04 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $2.354M Shares 64,313 Est. Cost $36.60 Unrealized
EIDO ISHARES TR 0.0%
Value $2.076M Shares 111,031 Est. Cost $18.70 Unrealized
FDMO FIDELITY COVINGTON TRUST 0.0%
Value $1.979M Shares 23,575 Est. Cost $68.32 Unrealized
HL HECLA MNG CO 0.0%
Value $1.864M Shares 97,136 Est. Cost $15.27 Unrealized +57.7%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value $1.765M Shares 105,943 Est. Cost $13.35 Unrealized +68.7%
XHB SPDR SERIES TRUST 0.0%
Value $1.729M Shares 16,797 Est. Cost $102.96 Unrealized
BBBS BONDBLOXX ETF TRUST 0.0%
Value $1.694M Shares 32,913 Est. Cost $51.14 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value $1.49M Shares 14,107 Est. Cost $105.60 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value $1.415M Shares 7,591 Est. Cost $186.43 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $1.41M Shares 24,878 Est. Cost $50.52 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value $1.344M Shares 17,783 Est. Cost $65.96 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value $1.265M Shares 8,700 Est. Cost $145.38 Unrealized
SLX VANECK ETF TRUST 0.0%
Value $1.217M Shares 14,347 Est. Cost $84.86 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value $1.196M Shares 16,543 Est. Cost $61.47 Unrealized
ARGT GLOBAL X FDS 0.0%
Value $1.065M Shares 11,653 Est. Cost $73.58 Unrealized
IYZ ISHARES TR 0.0%
Value $934K Shares 27,564 Est. Cost $29.78 Unrealized
IYH ISHARES TR 0.0%
Value $851K Shares 13,074 Est. Cost $65.10 Unrealized
IDU ISHARES TR 0.0%
Value $850K Shares 7,844 Est. Cost $110.73 Unrealized
IDX VANECK ETF TRUST 0.0%
Value $848K Shares 51,344 Est. Cost $16.51 Unrealized
CLSK CLEANSPARK INC 0.0%
Value $846K Shares 83,641 Est. Cost $14.99 Unrealized -24.4%
LABU DIREXION SHS ETF TR 0.0%
Value $797K Shares 5,000 Est. Cost $159.39 Unrealized
IEO ISHARES TR 0.0%
Value $781K Shares 8,755 Est. Cost $89.26 Unrealized
TXG 10X GENOMICS INC 0.0%
Value $737K Shares 45,185 Est. Cost $13.04 Unrealized +52.2%
ALTL PACER FDS TR 0.0%
Value $717K Shares 16,697 Est. Cost $42.92 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $707K Shares 1,169 Est. Cost $549.70 Unrealized +21.9%
DLTR DOLLAR TREE INC 0.0%
Value $654K Shares 5,317 Est. Cost $107.15 Unrealized +19.9%
LPL LG DISPLAY CO LTD 0.0%
Value $627K Shares 149,000 Est. Cost Unrealized
BALL BALL CORP 0.0%
Value $583K Shares 11,015 Est. Cost $51.70 Unrealized +16.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value $576K Shares 8,853 Est. Cost $61.19 Unrealized -4.6%
DG DOLLAR GEN CORP NEW 0.0%
Value $565K Shares 4,254 Est. Cost $111.51 Unrealized +32.4%
BITX VOLATILITY SHS TR 0.0%
Value $561K Shares 20,233 Est. Cost $27.74 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $541K Shares 4,500 Est. Cost $123.55 Unrealized -7.6%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value $541K Shares 8,636 Est. Cost $56.02 Unrealized +16.9%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $502K Shares 5,575 Est. Cost $84.82 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $493K Shares 18,572 Est. Cost $23.50 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $474K Shares 2,161 Est. Cost $244.09 Unrealized -20.3%
MEDP MEDPACE HLDGS INC 0.0%
Value $472K Shares 841 Est. Cost $567.64 Unrealized -4.5%
CVNA CARVANA CO 0.0%
Value $432K Shares 1,024 Est. Cost $371.73 Unrealized +9.9%
RDNT RADNET INC 0.0%
Value $423K Shares 5,924 Est. Cost $77.21 Unrealized -7.4%
HEWJ ISHARES TR 0.0%
Value $421K Shares 7,993 Est. Cost $49.27 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $419K Shares 1,636 Est. Cost $218.54 Unrealized +2.9%
RS RELIANCE INC 0.0%
Value $418K Shares 1,448 Est. Cost $300.03 Unrealized +8.9%
EXAS EXACT SCIENCES CORP 0.0%
Value $416K Shares 4,100 Est. Cost $80.31 Unrealized +27.8%
CW CURTISS WRIGHT CORP 0.0%
Value $401K Shares 727 Est. Cost $278.79 Unrealized +133.4%
UPST UPSTART HLDGS INC 0.0%
Value $389K Shares 8,889 Est. Cost $46.04 Unrealized -12.8%
FEZ SPDR INDEX SHS FDS 0.0%
Value $365K Shares 5,668 Est. Cost $60.17 Unrealized
ICSH ISHARES TR 0.0%
Value $362K Shares 7,148 Est. Cost $50.75 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $361K Shares 2,081 Est. Cost $165.72 Unrealized +15.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $353K Shares 5,169 Est. Cost $68.91 Unrealized -0.8%
XYZ BLOCK INC 0.0%
Value $336K Shares 5,159 Est. Cost $74.85 Unrealized -19.4%
AFRM AFFIRM HLDGS INC 0.0%
Value $314K Shares 4,222 Est. Cost $51.85 Unrealized +24.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value $314K Shares 1,509 Est. Cost $181.15 Unrealized +4.2%
IYY ISHARES TR 0.0%
Value $313K Shares 1,885 Est. Cost $165.79 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $302K Shares 1,352 Est. Cost $195.37 Unrealized +4.4%
QTJA INNOVATOR ETFS TRUST 0.0%
Value $300K Shares 10,073 Est. Cost $29.81 Unrealized
WULF TERAWULF INC 0.0%
Value $284K Shares 24,745 Est. Cost $13.40 Unrealized +8.8%
XBI SPDR SERIES TRUST 0.0%
Value $280K Shares 2,297 Est. Cost $121.94 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $279K Shares 12,746 Est. Cost $21.88 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $274K Shares 7,404 Est. Cost $57.02 Unrealized -32.0%
RIO RIO TINTO PLC 0.0%
Value $272K Shares 3,397 Est. Cost $80.04 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $270K Shares 1,456 Est. Cost $134.05 Unrealized +31.6%
TTD THE TRADE DESK INC 0.0%
Value $268K Shares 7,064 Est. Cost $63.64 Unrealized -51.0%
ESPO VANECK ETF TRUST 0.0%
Value $267K Shares 2,575 Est. Cost $121.23 Unrealized
DDOG DATADOG INC 0.0%
Value $265K Shares 1,950 Est. Cost $115.77 Unrealized +7.0%
XYL XYLEM INC 0.0%
Value $264K Shares 1,936 Est. Cost $102.34 Unrealized +33.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $262K Shares 3,190 Est. Cost $81.69 Unrealized +0.7%
EEMO INVESCO EXCH TRADED FD TR II 0.0%
Value $259K Shares 14,744 Est. Cost $17.55 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $259K Shares 19,538 Est. Cost $13.64 Unrealized -7.9%
SYM SYMBOTIC INC 0.0%
Value $249K Shares 4,185 Est. Cost $66.04 Unrealized -8.1%
OAIM UNIFIED SER TR 0.0%
Value $249K Shares 6,014 Est. Cost $32.58 Unrealized
REV GROUP INC 0.0%
Value $249K Shares 4,090 Est. Cost $60.81 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value $245K Shares 5,851 Est. Cost $58.72 Unrealized -22.2%
FLGV FRANKLIN TEMPLETON ETF TR 0.0%
Value $244K Shares 11,915 Est. Cost $20.52 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $242K Shares 3,582 Est. Cost $60.80 Unrealized +4.0%
SNAP SNAP INC 0.0%
Value $242K Shares 29,957 Est. Cost $7.91 Unrealized -16.6%
ANGL VANECK ETF TRUST 0.0%
Value $238K Shares 8,104 Est. Cost $28.55 Unrealized
PTNQ PACER FDS TR 0.0%
Value $234K Shares 2,981 Est. Cost $71.01 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value $227K Shares 3,013 Est. Cost $70.74 Unrealized +1.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $226K Shares 3,396 Est. Cost $74.49 Unrealized -24.4%
XNTK SPDR SERIES TRUST 0.0%
Value $226K Shares 812 Est. Cost $277.88 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $225K Shares 8,940 Est. Cost $25.17 Unrealized
ABTC AMERICAN BITCOIN CORP. 0.0%
Value $221K Shares 130,275 Est. Cost $4.17 Unrealized -65.2%
WPAY ROUNDHILL ETF TRUST 0.0%
Value $220K Shares 5,253 Est. Cost $41.86 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value $217K Shares 6,236 Est. Cost $34.74 Unrealized
TSLL DIREXION SHS ETF TR 0.0%
Value $216K Shares 11,300 Est. Cost $21.11 Unrealized
SONY SONY GROUP CORP 0.0%
Value $216K Shares 8,419 Est. Cost $26.03 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $214K Shares 940 Est. Cost $226.93 Unrealized -8.9%
ZAUG INNOVATOR ETFS TRUST 0.0%
Value $213K Shares 7,965 Est. Cost $26.47 Unrealized
SBET SHARPLINK GAMING INC 0.0%
Value $211K Shares 23,650 Est. Cost $19.64 Unrealized -56.5%
ICOP ISHARES TR 0.0%
Value $211K Shares 4,770 Est. Cost $44.31 Unrealized
JAJL INNOVATOR ETFS TRUST 0.0%
Value $211K Shares 7,272 Est. Cost $29.06 Unrealized
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value $211K Shares 4,163 Est. Cost $66.21 Unrealized
BUFB INNOVATOR ETFS TRUST 0.0%
Value $209K Shares 5,709 Est. Cost $36.64 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $209K Shares 3,744 Est. Cost $64.36 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value $207K Shares 4,550 Est. Cost $45.24 Unrealized
MCO MOODYS CORP 0.0%
Value $207K Shares 405 Est. Cost $487.55 Unrealized +0.4%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $207K Shares 5,471 Est. Cost $37.82 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $205K Shares 7,248 Est. Cost $20.04 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $205K Shares 1,843 Est. Cost $98.52 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value $203K Shares 3,077 Est. Cost $65.91 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $202K Shares 8,557 Est. Cost $23.66 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $201K Shares 1,401 Est. Cost $134.39 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $200K Shares 2,865 Est. Cost $68.17 Unrealized +5.9%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $179K Shares 25,000 Est. Cost Unrealized
BULL WEBULL CORP 0.0%
Value $77,700 Shares 10,000 Est. Cost Unrealized
NIO NIO INC 0.0%
Value $65,547 Shares 12,852 Est. Cost $5.10 Unrealized
PROSHARES TR II 0.0%
Value $60,470 Shares 11,324 Est. Cost $5.34 Unrealized
QIPT QUIPT HOME MEDICAL CORP 0.0%
Value $55,276 Shares 15,659 Est. Cost $6.16 Unrealized -41.9%

Decreased Positions (324)

OEF ISHARES TR 0.0%
Value $3.193M (-97.5%) Shares 10,038 (-97.3%) Est. Cost $307.97 Unrealized
DYNF BLACKROCK ETF TRUST 1.9%
Value $157M (-20.3%) Shares 2,693,034 (-16.7%) Est. Cost $49.28 Unrealized
ITA ISHARES TR 0.0%
Value $2.838M (-92.5%) Shares 12,975 (-92.6%) Est. Cost $209.54 Unrealized
IEMG ISHARES INC 1.4%
Value $115M (-20.1%) Shares 1,642,001 (-23.0%) Est. Cost $60.02 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.0%
Value $80.65M (-22.5%) Shares 124,014 (-18.8%) Est. Cost $484.39 Unrealized
SLV ISHARES SILVER TR 0.4%
Value $31.37M (-42.5%) Shares 460,320 (-45.7%) Est. Cost $29.18 Unrealized
BINC BLACKROCK ETF TRUST II 0.3%
Value $21.08M (-50.7%) Shares 405,976 (-49.9%) Est. Cost $52.65 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $68.86M (-23.8%) Shares 119,311 (-18.9%) Est. Cost $482.61 Unrealized
GLD SPDR GOLD TR 1.1%
Value $86.21M (-16.2%) Shares 200,352 (-22.8%) Est. Cost $219.99 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $234K (-98.6%) Shares 2,264 (-98.6%) Est. Cost $91.73 Unrealized
HYG ISHARES TR 0.0%
Value $1.886M (-89.2%) Shares 23,701 (-89.1%) Est. Cost $81.09 Unrealized
LQD ISHARES TR 0.0%
Value $1.653M (-90.2%) Shares 15,165 (-90.1%) Est. Cost $110.77 Unrealized
IAU ISHARES GOLD TR 0.7%
Value $55.16M (-17.0%) Shares 625,626 (-23.5%) Est. Cost $45.10 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $1.432M (-88.2%) Shares 15,603 (-89.0%) Est. Cost $76.40 Unrealized
SIL GLOBAL X FDS 0.0%
Value $749K (-93.3%) Shares 8,317 (-93.8%) Est. Cost $74.06 Unrealized
NOBL PROSHARES TR 0.0%
Value $532K (-93.4%) Shares 5,020 (-93.5%) Est. Cost $102.28 Unrealized
TLH ISHARES TR 0.6%
Value $45.49M (-13.7%) Shares 451,692 (-12.9%) Est. Cost $103.41 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value $47.46M (-13.1%) Shares 108,645 (-3.0%) Est. Cost $369.84 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value $8.39M (-44.1%) Shares 75,466 (-43.8%) Est. Cost $83.78 Unrealized
FLOT ISHARES TR 0.0%
Value $284K (-95.4%) Shares 5,577 (-95.4%) Est. Cost $51.02 Unrealized
CLSM EXCHANGE LISTED FDS TR 0.7%
Value $54.62M (-9.7%) Shares 2,350,832 (-9.7%) Est. Cost $20.72 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $5.859M (-49.8%) Shares 228,529 (-47.3%) Est. Cost $31.22 Unrealized
TDSC EXCHANGE LISTED FDS TR 0.8%
Value $65.15M (-7.7%) Shares 2,505,336 (-10.3%) Est. Cost $24.94 Unrealized
EWJ ISHARES INC 0.0%
Value $3.401M (-60.5%) Shares 40,274 (-62.2%) Est. Cost $80.74 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value $9.108M (-35.1%) Shares 118,997 (-32.0%) Est. Cost $72.11 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $247K (-95.0%) Shares 7,620 (-95.1%) Est. Cost $37.10 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.7%
Value $58.92M (-5.8%) Shares 1,516,278 (-4.0%) Est. Cost $38.36 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value $393K (-90.1%) Shares 8,189 (-90.0%) Est. Cost $49.06 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value $232K (-93.6%) Shares 2,319 (-93.9%) Est. Cost $58.93 Unrealized
TDSB EXCHANGE LISTED FDS TR 0.4%
Value $33.39M (-9.1%) Shares 1,372,548 (-10.5%) Est. Cost $24.03 Unrealized
TLT ISHARES TR 0.0%
Value $1.379M (-70.3%) Shares 15,911 (-70.2%) Est. Cost $93.92 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $309K (-91.2%) Shares 13,293 (-91.1%) Est. Cost $30.09 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value $32.17M (-8.5%) Shares 100,287 (-4.4%) Est. Cost $266.83 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $14.15M (-16.9%) Shares 59,556 (-11.5%) Est. Cost $211.42 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value $897K (-71.3%) Shares 17,998 (-67.3%) Est. Cost $67.04 Unrealized
IJS ISHARES TR 0.0%
Value $563K (-79.3%) Shares 4,752 (-80.1%) Est. Cost $99.49 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $801K (-71.3%) Shares 7,470 (-70.7%) Est. Cost $104.91 Unrealized
MAGS LISTED FDS TR 0.0%
Value $934K (-65.7%) Shares 16,114 (-61.0%) Est. Cost $62.40 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $798K (-68.2%) Shares 7,122 (-66.1%) Est. Cost $119.37 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $4.309M (-27.3%) Shares 29,388 (-23.2%) Est. Cost $142.83 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value $3.512M (-30.8%) Shares 76,041 (-36.2%) Est. Cost $28.84 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value $3.952M (-27.8%) Shares 100,806 (-48.5%) Est. Cost $27.95 Unrealized
HYMC HYCROFT MINING HOLDING CORP 0.0%
Value $1.101M (-57.2%) Shares 31,274 (-71.1%) Est. Cost $11.07 Unrealized +247.2%
BOIL PROSHARES TR II 0.0%
Value $520K (-73.8%) Shares 32,250 (-62.7%) Est. Cost $22.90 Unrealized
GRNY TIDAL TRUST I 0.0%
Value $637K (-69.0%) Shares 26,674 (-67.8%) Est. Cost $24.99 Unrealized
FLIA FRANKLIN TEMPLETON ETF TR 0.0%
Value $1.744M (-44.8%) Shares 86,083 (-45.0%) Est. Cost $20.40 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $2.665M (-33.7%) Shares 30,761 (-26.5%) Est. Cost $84.85 Unrealized +17.3%
COPX GLOBAL X FDS 0.0%
Value $308K (-80.6%) Shares 4,040 (-81.7%) Est. Cost $71.79 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $5.014M (-20.2%) Shares 18,531 (-2.6%) Est. Cost $445.86 Unrealized -30.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $17.6M (-6.5%) Shares 36,732 (-1.9%) Est. Cost $404.95 Unrealized +21.9%
LOW LOWES COS INC 0.0%
Value $3.635M (-25.0%) Shares 15,385 (-23.5%) Est. Cost $224.11 Unrealized +21.1%
FSMD FIDELITY COVINGTON TRUST 0.0%
Value $458K (-72.1%) Shares 10,245 (-72.5%) Est. Cost $41.02 Unrealized
IYW ISHARES TR 0.0%
Value $3.324M (-25.8%) Shares 18,322 (-18.3%) Est. Cost $123.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value $6.951M (-14.0%) Shares 22,367 (-15.4%) Est. Cost $263.22 Unrealized +20.5%
ALL ALLSTATE CORP 0.0%
Value $3.681M (-23.3%) Shares 17,755 (-23.0%) Est. Cost $160.14 Unrealized +26.7%
RIOT RIOT PLATFORMS INC 0.0%
Value $411K (-72.9%) Shares 33,247 (-72.3%) Est. Cost $14.32 Unrealized +10.8%
ARES DYNAMIC CR ALLOCATION F 0.1%
Value $4.616M (-19.2%) Shares 379,595 (-11.6%) Est. Cost $13.41 Unrealized
ZS ZSCALER INC 0.0%
Value $953K (-53.2%) Shares 6,790 (-25.0%) Est. Cost $202.40 Unrealized -4.5%
PNOV INNOVATOR ETFS TRUST 0.2%
Value $13.45M (-7.5%) Shares 329,250 (-5.4%) Est. Cost $41.26 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $2.105M (-33.8%) Shares 29,306 (-26.9%) Est. Cost $72.91 Unrealized +6.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $2.587M (-28.9%) Shares 13,868 (-29.4%) Est. Cost $148.39 Unrealized +24.0%
IJR ISHARES TR 0.1%
Value $4.168M (-19.9%) Shares 33,531 (-22.5%) Est. Cost $107.66 Unrealized
PFFA ETFIS SER TR I 0.1%
Value $5.089M (-16.9%) Shares 249,958 (-12.0%) Est. Cost $20.69 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value $1.917M (-34.8%) Shares 77,546 (-34.3%) Est. Cost $32.15 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $2.126M (-32.1%) Shares 23,585 (-22.9%) Est. Cost $88.64 Unrealized +14.2%
ARCC ARES CAPITAL CORP 0.1%
Value $6.049M (-13.9%) Shares 335,685 (-3.3%) Est. Cost $16.70 Unrealized +19.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $3.645M (-21.1%) Shares 16,948 (-19.3%) Est. Cost $197.12 Unrealized
CAT CATERPILLAR INC 0.1%
Value $5.45M (+20.9%) Shares 7,692 (-2.3%) Est. Cost $266.85 Unrealized +156.5%
REM ISHARES TR 0.1%
Value $4.901M (-16.1%) Shares 228,268 (-13.3%) Est. Cost $22.18 Unrealized
HCMT DIREXION SHARES ETF TRUST 0.1%
Value $6.479M (-12.6%) Shares 184,127 (-4.3%) Est. Cost $30.37 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value $240K (-79.5%) Shares 4,310 (-82.0%) Est. Cost $49.12 Unrealized
HD HOME DEPOT INC 0.1%
Value $7.373M (-10.9%) Shares 22,418 (-6.8%) Est. Cost $315.45 Unrealized +19.5%
IWY ISHARES TR 0.0%
Value $2.555M (-26.0%) Shares 10,267 (-17.7%) Est. Cost $197.48 Unrealized
QLD PROSHARES TR 0.0%
Value $250K (-78.2%) Shares 4,104 (-74.8%) Est. Cost $76.80 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.1%
Value $5.015M (-15.1%) Shares 222,393 (-13.3%) Est. Cost $21.53 Unrealized
GEV GE VERNOVA INC 0.0%
Value $3.691M (+31.7%) Shares 4,229 (-1.4%) Est. Cost $351.87 Unrealized +109.4%
GM GENERAL MTRS CO 0.0%
Value $227K (-79.3%) Shares 3,042 (-77.4%) Est. Cost $43.15 Unrealized +90.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $224K (-79.4%) Shares 958 (-76.3%) Est. Cost $275.22 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value $10.29M (-7.7%) Shares 504,222 (-5.0%) Est. Cost $20.98 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $3.271M (-20.2%) Shares 28,251 (-27.3%) Est. Cost $96.88 Unrealized +13.4%
HYGH ISHARES U S ETF TR 0.1%
Value $5.116M (-13.9%) Shares 59,765 (-13.3%) Est. Cost $85.53 Unrealized
BUYW NORTHERN LTS FD TR IV 0.0%
Value $2.641M (-23.5%) Shares 187,588 (-22.2%) Est. Cost $14.26 Unrealized
MTB M & T BK CORP 0.0%
Value $1.732M (-31.9%) Shares 8,380 (-33.6%) Est. Cost $186.43 Unrealized +18.6%
SEIX VIRTUS ETF TR II 0.1%
Value $5.009M (-13.9%) Shares 217,217 (-12.8%) Est. Cost $23.77 Unrealized
JBBB JANUS DETROIT STR TR 0.1%
Value $5.01M (-13.8%) Shares 107,502 (-11.8%) Est. Cost $48.92 Unrealized
TJX TJX COS INC NEW 0.0%
Value $2.475M (-23.9%) Shares 15,500 (-26.8%) Est. Cost $138.44 Unrealized +11.4%
CMI CUMMINS INC 0.0%
Value $3.451M (-18.3%) Shares 6,415 (-22.5%) Est. Cost $283.24 Unrealized +103.2%
EMGF ISHARES INC 0.1%
Value $8.573M (-8.1%) Shares 141,860 (-12.0%) Est. Cost $46.39 Unrealized
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value $1.718M (+75.4%) Shares 101,893 (-17.9%) Est. Cost $4.19 Unrealized +159.3%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.1%
Value $4.873M (-12.4%) Shares 433,541 (-10.9%) Est. Cost $11.82 Unrealized -4.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $6.168M (+12.0%) Shares 10,205 (-10.4%) Est. Cost $451.28 Unrealized +33.2%
SECT NORTHERN LTS FD TR IV 0.0%
Value $1.383M (-31.5%) Shares 22,899 (-26.8%) Est. Cost $58.59 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $1.975M (-23.3%) Shares 24,804 (-10.2%) Est. Cost $57.17 Unrealized +57.5%
KR KROGER CO 0.0%
Value $3.954M (-13.0%) Shares 54,644 (-24.9%) Est. Cost $55.96 Unrealized +15.4%
EEM ISHARES TR 0.0%
Value $527K (-52.1%) Shares 9,279 (-53.8%) Est. Cost $45.46 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $467K (-53.9%) Shares 13,170 (-40.6%) Est. Cost $38.40 Unrealized +32.0%
PEP PEPSICO INC 0.1%
Value $4.333M (-11.0%) Shares 27,900 (-17.8%) Est. Cost $149.30 Unrealized +3.6%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $382K (-58.2%) Shares 24,052 (-31.1%) Est. Cost $13.59 Unrealized +71.3%
GUNR FLEXSHARES TR 0.0%
Value $3.534M (+17.7%) Shares 64,067 (-2.2%) Est. Cost $45.85 Unrealized
AGOX STARBOARD INVT TR 0.0%
Value $720K (-42.3%) Shares 27,031 (-38.1%) Est. Cost $29.87 Unrealized
EFA ISHARES TR 0.1%
Value $4.128M (-11.3%) Shares 42,499 (-12.3%) Est. Cost $92.25 Unrealized
AOA ISHARES TR 0.2%
Value $15.59M (-3.3%) Shares 176,150 (-2.1%) Est. Cost $81.44 Unrealized
DIS DISNEY WALT CO 0.0%
Value $1.951M (-21.1%) Shares 20,240 (-6.9%) Est. Cost $106.99 Unrealized +2.3%
QPX ADVISORSHARES TR 0.0%
Value $740K (-41.0%) Shares 17,480 (-37.9%) Est. Cost $43.51 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $240K (-68.0%) Shares 2,713 (-66.9%) Est. Cost $88.44 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $1.595M (-23.7%) Shares 3,750 (-6.3%) Est. Cost $436.24 Unrealized +11.2%
USFR WISDOMTREE TR 0.0%
Value $526K (-48.4%) Shares 10,451 (-48.4%) Est. Cost $50.30 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value $734K (-40.1%) Shares 157,239 (-20.9%) Est. Cost $7.02 Unrealized -0.8%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $1.607M (-23.4%) Shares 96,757 (-30.8%) Est. Cost $15.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $9.795M (+5.2%) Shares 258,853 (-10.9%) Est. Cost $29.18 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $371K (-56.3%) Shares 79,200 (-45.6%) Est. Cost $5.34 Unrealized +4.7%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.514M (-23.8%) Shares 42,867 (-22.7%) Est. Cost $32.72 Unrealized
GARP ISHARES TR 0.0%
Value $892K (-33.1%) Shares 13,947 (-28.8%) Est. Cost $55.83 Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $234K (-64.9%) Shares 18,178 (-59.8%) Est. Cost $17.65 Unrealized -5.5%
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value $314K (-57.6%) Shares 8,052 (-56.4%) Est. Cost $38.74 Unrealized
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value $153K (-73.2%) Shares 183,750 (-36.9%) Est. Cost $1.64 Unrealized +17.0%
BITB BITWISE BITCOIN ETF TR 0.0%
Value $239K (-62.9%) Shares 6,501 (-52.0%) Est. Cost $46.99 Unrealized
IGV ISHARES TR 0.0%
Value $748K (-34.0%) Shares 9,349 (-12.9%) Est. Cost $98.36 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $789K (-32.6%) Shares 26,320 (-13.0%) Est. Cost $43.79 Unrealized
IUSV ISHARES TR 0.0%
Value $2.047M (-15.6%) Shares 20,024 (-15.3%) Est. Cost $99.95 Unrealized
BN BROOKFIELD CORP 0.0%
Value $1.313M (-21.1%) Shares 32,451 (-10.6%) Est. Cost $32.07 Unrealized +45.6%
COP CONOCOPHILLIPS 0.0%
Value $1.633M (-17.6%) Shares 12,369 (-41.6%) Est. Cost $72.30 Unrealized +42.0%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $540K (-39.0%) Shares 27,288 (-16.3%) Est. Cost $46.92 Unrealized -45.8%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value $4.352M (-7.3%) Shares 90,896 (-7.1%) Est. Cost $48.05 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $491K (-40.4%) Shares 2,079 (-36.7%) Est. Cost $251.18 Unrealized
BAUG INNOVATOR ETFS TRUST 0.0%
Value $539K (-38.2%) Shares 11,030 (-36.6%) Est. Cost $43.73 Unrealized
UFO PROCURE ETF TRUST II 0.0%
Value $565K (-36.5%) Shares 12,602 (-45.2%) Est. Cost $35.67 Unrealized
NFLX NETFLIX INC. 0.0%
Value $3.53M (-8.3%) Shares 36,709 (-10.6%) Est. Cost $102.81 Unrealized -18.5%
CATH GLOBAL X FDS 0.0%
Value $416K (-43.6%) Shares 5,319 (-40.6%) Est. Cost $66.00 Unrealized
SGVT SCHWAB STRATEGIC TR 0.0%
Value $344K (-48.2%) Shares 3,417 (-48.3%) Est. Cost $100.58 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $11.89M (-2.6%) Shares 238,633 (-2.3%) Est. Cost $49.10 Unrealized
VST VISTRA CORP 0.0%
Value $1.04M (-23.3%) Shares 6,918 (-17.7%) Est. Cost $147.72 Unrealized +10.5%
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value $910K (-25.6%) Shares 18,155 (-25.4%) Est. Cost $50.19 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $851K (-26.7%) Shares 49,122 (-44.0%) Est. Cost $13.62 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $1.627M (+23.4%) Shares 2,963 (-5.1%) Est. Cost $330.00 Unrealized +47.3%
DIVB ISHARES TR 0.0%
Value $775K (-28.4%) Shares 14,364 (-29.5%) Est. Cost $51.11 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING E 0.0%
Value $624K (-33.0%) Shares 36,540 (-4.3%) Est. Cost $26.96 Unrealized
HEFA ISHARES TR 0.0%
Value $2.31M (-11.6%) Shares 54,356 (-13.9%) Est. Cost $36.11 Unrealized
AMAX STARBOARD INVT TR 0.0%
Value $360K (-44.8%) Shares 46,838 (-43.3%) Est. Cost $8.09 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $707K (-29.1%) Shares 2,415 (-15.1%) Est. Cost $451.44 Unrealized -22.1%
CGC CANOPY GROWTH CORPORATION 0.0%
Value $209K (-56.9%) Shares 220,022 (-48.2%) Est. Cost $1.29 Unrealized -10.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value $960K (-22.3%) Shares 13,348 (-11.7%) Est. Cost $72.68 Unrealized +8.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $6.772M (-3.9%) Shares 45,728 (-6.9%) Est. Cost $125.92 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value $367K (-42.3%) Shares 4,011 (-43.8%) Est. Cost $78.79 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.239M (-17.6%) Shares 22,717 (-10.4%) Est. Cost $51.34 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $704K (-26.4%) Shares 13,981 (-24.6%) Est. Cost $49.39 Unrealized
UDEC INNOVATOR ETFS TRUST 0.1%
Value $6.092M (-3.9%) Shares 156,839 (-1.9%) Est. Cost $36.52 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $174K (-58.5%) Shares 3,840 (-46.5%) Est. Cost $66.40 Unrealized -24.6%
NKE NIKE INC 0.0%
Value $469K (-33.8%) Shares 8,870 (-20.1%) Est. Cost $81.55 Unrealized -21.5%
AXON AXON ENTERPRISE INC 0.0%
Value $455K (-34.4%) Shares 1,071 (-12.3%) Est. Cost $529.25 Unrealized -0.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value $552K (-29.9%) Shares 131 (-10.9%) Est. Cost $2191.56 Unrealized +118.2%
QS QUANTUMSCAPE CORP 0.0%
Value $187K (-55.2%) Shares 29,261 (-26.9%) Est. Cost $6.43 Unrealized +43.7%
WDC WESTERN DIGITAL CORP 0.0%
Value $736K (+43.7%) Shares 2,722 (-8.5%) Est. Cost $151.55 Unrealized +65.8%
KHC KRAFT HEINZ CO 0.0%
Value $236K (-48.6%) Shares 10,502 (-44.6%) Est. Cost $30.84 Unrealized -22.4%
MPLX MPLX LP 0.0%
Value $388K (-36.5%) Shares 6,799 (-40.6%) Est. Cost $53.37 Unrealized
QYLD GLOBAL X FDS 0.0%
Value $1.129M (-16.1%) Shares 65,803 (-13.6%) Est. Cost $18.13 Unrealized
XHLF BONDBLOXX ETF TRUST 0.0%
Value $489K (-30.2%) Shares 9,725 (-30.3%) Est. Cost $50.32 Unrealized
XTJA INNOVATOR ETFS TRUST 0.0%
Value $242K (-46.5%) Shares 7,954 (-44.4%) Est. Cost $28.64 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $203K (-50.7%) Shares 118 (-42.4%) Est. Cost $2135.25 Unrealized -3.2%
FFOG FRANKLIN TEMPLETON ETF TR 0.0%
Value $237K (-46.6%) Shares 5,772 (-39.2%) Est. Cost $47.26 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $2.331M (-8.1%) Shares 5,592 (-14.2%) Est. Cost $373.69 Unrealized +13.0%
EMN EASTMAN CHEM CO 0.0%
Value $204K (-49.8%) Shares 2,678 (-58.0%) Est. Cost $68.68 Unrealized +5.9%
QQH NORTHERN LTS FD TR III 0.0%
Value $1.629M (-11.1%) Shares 23,323 (-1.5%) Est. Cost $53.52 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value $2.389M (-7.8%) Shares 51,981 (-6.9%) Est. Cost $38.47 Unrealized
INTU INTUIT 0.0%
Value $308K (-38.8%) Shares 712 (-6.3%) Est. Cost $610.13 Unrealized -18.4%
AMT AMERICAN TOWER CORP 0.0%
Value $377K (-33.5%) Shares 2,186 (-32.3%) Est. Cost $203.82 Unrealized -14.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $356K (-34.3%) Shares 1,709 (-34.1%) Est. Cost $161.50 Unrealized +39.3%
VHT VANGUARD WORLD FD 0.0%
Value $251K (-41.8%) Shares 923 (-38.5%) Est. Cost $244.88 Unrealized
BRO BROWN & BROWN INC 0.0%
Value $283K (-38.7%) Shares 4,343 (-25.1%) Est. Cost $83.36 Unrealized -11.0%
LVHI LEGG MASON ETF INVT 0.0%
Value $244K (-42.1%) Shares 6,013 (-47.4%) Est. Cost $33.79 Unrealized
BB BLACKBERRY LTD 0.0%
Value $6,156 (-96.6%) Shares 1,900 (-96.0%) Est. Cost $3.97 Unrealized -8.1%
TMDX TRANSMEDICS GROUP INC 0.0%
Value $334K (-34.4%) Shares 3,357 (-19.7%) Est. Cost $115.78 Unrealized +16.9%
VB VANGUARD INDEX FDS 0.0%
Value $2.497M (-6.5%) Shares 9,532 (-7.9%) Est. Cost $231.63 Unrealized
ARKK ARK ETF TR 0.0%
Value $499K (-25.5%) Shares 7,381 (-15.2%) Est. Cost $115.65 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $1.873M (-8.3%) Shares 10,161 (-11.7%) Est. Cost $171.73 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value $371K (-30.8%) Shares 15,614 (-28.5%) Est. Cost $10.35 Unrealized +231.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $397K (-29.3%) Shares 17,432 (-9.1%) Est. Cost $36.61 Unrealized -15.0%
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $247K (-39.7%) Shares 5,150 (-47.1%) Est. Cost $28.07 Unrealized
LGH NORTHERN LTS FD TR III 0.0%
Value $1.465M (-10.0%) Shares 25,725 (-2.1%) Est. Cost $44.64 Unrealized
TLTW ISHARES TR 0.0%
Value $496K (-24.5%) Shares 21,948 (-24.4%) Est. Cost $25.61 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.0%
Value $411K (-27.6%) Shares 8,577 (-27.2%) Est. Cost $48.04 Unrealized
XDSQ INNOVATOR ETFS TRUST 0.0%
Value $789K (-15.6%) Shares 19,936 (-11.2%) Est. Cost $40.67 Unrealized
BLK BLACKROCK INC 0.0%
Value $914K (-13.5%) Shares 950 (-3.7%) Est. Cost $982.90 Unrealized +11.6%
WU WESTERN UN CO 0.0%
Value $186K (-43.3%) Shares 21,285 (-39.5%) Est. Cost $7.99 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $163K (-44.9%) Shares 10,855 (-27.8%) Est. Cost $13.93 Unrealized +17.2%
ISPY PROSHARES TR 0.0%
Value $228K (-36.7%) Shares 5,260 (-33.4%) Est. Cost $45.14 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $300K (-30.6%) Shares 3,746 (-26.1%) Est. Cost $82.07 Unrealized -0.1%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $343K (-27.7%) Shares 314 (-40.0%) Est. Cost $960.73 Unrealized +15.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $302K (-30.2%) Shares 8,172 (-31.1%) Est. Cost $33.93 Unrealized +3.4%
KKR KKR & CO INC 0.0%
Value $261K (-32.6%) Shares 2,822 (-7.1%) Est. Cost $120.25 Unrealized -4.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value $604K (+26.2%) Shares 9,288 (-20.1%) Est. Cost $56.33 Unrealized -19.3%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $1.106M (-9.9%) Shares 2,712 (-1.8%) Est. Cost $342.21 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $1.441M (-7.7%) Shares 31,338 (-1.2%) Est. Cost $37.30 Unrealized +37.1%
VBK VANGUARD INDEX FDS 0.0%
Value $898K (-11.7%) Shares 2,970 (-11.8%) Est. Cost $275.13 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $489K (-19.4%) Shares 871 (-2.9%) Est. Cost $505.14 Unrealized +32.7%
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $948K (-11.0%) Shares 1,536 (-13.0%) Est. Cost $532.54 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value $1.01M (-10.3%) Shares 25,672 (-9.0%) Est. Cost $38.11 Unrealized
MLPX GLOBAL X FDS 0.0%
Value $207K (-35.4%) Shares 2,798 (-47.1%) Est. Cost $60.53 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $376K (-23.1%) Shares 30,079 (-13.1%) Est. Cost $14.14 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $1.144M (-8.7%) Shares 8,728 (-19.7%) Est. Cost $90.66 Unrealized +33.0%
IYG ISHARES TR 0.0%
Value $424K (-20.1%) Shares 5,122 (-11.0%) Est. Cost $78.84 Unrealized
XSOE WISDOMTREE TR 0.0%
Value $224K (-31.5%) Shares 5,587 (-33.3%) Est. Cost $38.30 Unrealized
MOS MOSAIC CO 0.0%
Value $235K (-30.3%) Shares 9,226 (-34.2%) Est. Cost $26.75 Unrealized +4.2%
SFM SPROUTS FMRS MKT INC 0.0%
Value $609K (-14.2%) Shares 7,894 (-11.4%) Est. Cost $49.26 Unrealized +46.9%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $277K (-26.7%) Shares 13,092 (-22.5%) Est. Cost $19.41 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $379K (-20.9%) Shares 3,585 (-8.0%) Est. Cost $132.58 Unrealized +0.7%
MDLZ MONDELEZ INTL INC 0.0%
Value $1.231M (-7.4%) Shares 21,351 (-13.6%) Est. Cost $64.69 Unrealized -10.1%
PAUG INNOVATOR ETFS TRUST 0.0%
Value $1.628M (-5.7%) Shares 38,109 (-4.6%) Est. Cost $37.39 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $1.34M (-6.8%) Shares 34,400 (-8.9%) Est. Cost $36.35 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value $465K (-16.9%) Shares 11,142 (-17.3%) Est. Cost $42.16 Unrealized
XTJL INNOVATOR ETFS TRUST 0.0%
Value $1.057M (-8.2%) Shares 27,548 (-6.9%) Est. Cost $31.36 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $309K (-23.2%) Shares 4,610 (-26.3%) Est. Cost $66.89 Unrealized +10.1%
TXN TEXAS INSTRS INC 0.0%
Value $971K (+10.6%) Shares 5,001 (-1.2%) Est. Cost $173.56 Unrealized +18.8%
MAXJ ISHARES TR 0.0%
Value $625K (-12.8%) Shares 22,185 (-12.7%) Est. Cost $28.11 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $431K (-17.2%) Shares 2,396 (-10.9%) Est. Cost $149.35 Unrealized
COMP COMPASS INC 0.0%
Value $170K (-34.0%) Shares 23,246 (-4.5%) Est. Cost $7.92 Unrealized +48.4%
XDQQ INNOVATOR ETFS TRUST 0.0%
Value $717K (-10.5%) Shares 19,377 (-4.3%) Est. Cost $38.55 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $728K (+12.9%) Shares 8,788 (-1.1%) Est. Cost $36.55 Unrealized +168.4%
PSA PUBLIC STORAGE OPER CO 0.0%
Value $564K (-12.6%) Shares 2,082 (-16.3%) Est. Cost $299.25 Unrealized -13.6%
GME GAMESTOP CORP 0.0%
Value $813K (+11.0%) Shares 35,278 (-3.3%) Est. Cost $25.97 Unrealized -11.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $394K (-16.3%) Shares 25,206 (-7.2%) Est. Cost $12.50 Unrealized +43.1%
NIC NICOLET BANKSHARES INC 0.0%
Value $435K (+21.2%) Shares 2,930 (-1.1%) Est. Cost $61.46 Unrealized +133.7%
CPRT COPART INC 0.0%
Value $362K (-17.0%) Shares 10,900 (-2.1%) Est. Cost $46.35 Unrealized -15.5%
FFLC FIDELITY COVINGTON TRUST 0.0%
Value $219K (-25.2%) Shares 4,273 (-22.2%) Est. Cost $44.26 Unrealized
XYLD GLOBAL X FDS 0.0%
Value $838K (-8.1%) Shares 21,416 (-4.6%) Est. Cost $40.11 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $313K (-18.9%) Shares 15,405 (-17.5%) Est. Cost $20.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $650K (+12.6%) Shares 1,883 (-4.2%) Est. Cost $197.48 Unrealized +73.8%
USIG ISHARES TR 0.0%
Value $492K (-12.7%) Shares 9,602 (-11.8%) Est. Cost $52.01 Unrealized
FTNT FORTINET INC 0.0%
Value $299K (-19.1%) Shares 3,655 (-21.3%) Est. Cost $88.26 Unrealized -9.4%
FNF FIDELITY NATL FINL INC 0.0%
Value $268K (-20.5%) Shares 5,774 (-6.4%) Est. Cost $34.69 Unrealized +57.2%
CMCSA COMCAST CORP NEW 0.0%
Value $961K (-6.7%) Shares 33,468 (-2.9%) Est. Cost $38.36 Unrealized -22.3%
VCR VANGUARD WORLD FD 0.0%
Value $416K (-14.1%) Shares 1,157 (-5.8%) Est. Cost $327.13 Unrealized
ADSK AUTODESK INC 0.0%
Value $258K (-20.7%) Shares 1,077 (-1.9%) Est. Cost $210.83 Unrealized +20.4%
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $522K (-11.4%) Shares 17,200 (-11.2%) Est. Cost $30.13 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $997K (-6.3%) Shares 28,123 (-12.7%) Est. Cost $19.91 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.976M (-2.2%) Shares 73,498 (-3.6%) Est. Cost $31.76 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value $943K (-6.2%) Shares 23,683 (-7.8%) Est. Cost $35.88 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $6.439M (+1.0%) Shares 100,491 (-1.6%) Est. Cost $50.75 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $218K (-20.6%) Shares 10,228 (-17.0%) Est. Cost $22.88 Unrealized
BFAP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $202K (-21.7%) Shares 13,987 (-1.8%) Est. Cost $22.41 Unrealized
PFFD GLOBAL X FDS 0.0%
Value $293K (-16.0%) Shares 15,917 (-13.7%) Est. Cost $18.86 Unrealized
MCK MCKESSON CORP 0.0%
Value $2.48M (+2.3%) Shares 2,866 (-3.0%) Est. Cost $556.78 Unrealized +57.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $339K (-13.8%) Shares 12,327 (-9.6%) Est. Cost $9.57 Unrealized +194.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value $1.331M (+4.1%) Shares 16,241 (-1.3%) Est. Cost $78.82 Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value $293K (-15.0%) Shares 7,696 (-14.5%) Est. Cost $38.26 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.0%
Value $327K (-13.0%) Shares 9,972 (-4.3%) Est. Cost $34.02 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.173M (-3.9%) Shares 23,587 (-1.1%) Est. Cost $47.62 Unrealized
AZO AUTOZONE INC 0.0%
Value $241K (-16.5%) Shares 71 (-16.5%) Est. Cost $4011.66 Unrealized -9.6%
BLV VANGUARD BD INDEX FDS 0.0%
Value $376K (-10.8%) Shares 5,472 (-9.9%) Est. Cost $73.07 Unrealized
NMAX NEWSMAX INC 0.0%
Value $55,677 (-44.8%) Shares 10,666 (-18.3%) Est. Cost $12.99 Unrealized -47.7%
XBOC INNOVATOR ETFS TRUST 0.0%
Value $329K (-12.0%) Shares 9,996 (-10.2%) Est. Cost $33.13 Unrealized
FXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $527K (-7.8%) Shares 3,320 (-2.3%) Est. Cost $160.30 Unrealized
XBAP INNOVATOR ETFS TRUST 0.0%
Value $393K (-10.1%) Shares 10,040 (-11.2%) Est. Cost $38.16 Unrealized
EQIX EQUINIX INC 0.0%
Value $228K (-16.0%) Shares 232 (-34.5%) Est. Cost $775.56 Unrealized -1.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.007M (-2.1%) Shares 37,137 (-2.6%) Est. Cost $47.52 Unrealized
XAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $267K (-13.1%) Shares 7,180 (-12.3%) Est. Cost $31.72 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $249K (-13.7%) Shares 4,209 (-15.6%) Est. Cost $48.04 Unrealized
AIQ GLOBAL X FDS 0.0%
Value $321K (-10.8%) Shares 6,884 (-2.8%) Est. Cost $44.69 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $181K (-17.4%) Shares 17,998 (-11.7%) Est. Cost $9.61 Unrealized
EBAY EBAY INC. 0.0%
Value $240K (-13.6%) Shares 2,634 (-17.4%) Est. Cost $51.36 Unrealized +73.9%
COWZ PACER FDS TR 0.0%
Value $1.842M (+2.1%) Shares 29,450 (-1.8%) Est. Cost $52.61 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $286K (-11.1%) Shares 11,155 (-10.7%) Est. Cost $26.00 Unrealized
EMXC ISHARES INC 0.0%
Value $661K (+5.7%) Shares 8,408 (-2.3%) Est. Cost $57.35 Unrealized
XBJA INNOVATOR ETFS TRUST 0.0%
Value $339K (-9.1%) Shares 10,838 (-7.1%) Est. Cost $31.60 Unrealized
EIX EDISON INTL 0.0%
Value $545K (-5.8%) Shares 7,449 (-22.8%) Est. Cost $55.80 Unrealized +15.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $338K (+10.7%) Shares 1,664 (-7.6%) Est. Cost $144.84 Unrealized +42.2%
IWR ISHARES TR 0.0%
Value $809K (-3.9%) Shares 8,322 (-4.8%) Est. Cost $76.47 Unrealized
SEPM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $261K (-11.1%) Shares 8,260 (-10.6%) Est. Cost $31.81 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value $1.184M (-2.6%) Shares 27,498 (-1.1%) Est. Cost $38.82 Unrealized
OCTU AIM ETF PRODUCTS TRUST 0.0%
Value $271K (-10.1%) Shares 9,831 (-7.4%) Est. Cost $28.46 Unrealized
PPTA PERPETUA RESOURCES CORP 0.0%
Value $267K (+12.8%) Shares 9,481 (-2.9%) Est. Cost $24.60 Unrealized +23.1%
LFT LUMENT FINANCE TRUST INC 0.0%
Value $35,865 (-44.9%) Shares 28,464 (-38.3%) Est. Cost $2.47 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $1.232M (-2.3%) Shares 39,799 (-5.1%) Est. Cost $31.63 Unrealized
SMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $262K (-9.5%) Shares 9,947 (-10.7%) Est. Cost $25.97 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $222K (-11.0%) Shares 1,550 (-7.4%) Est. Cost $135.64 Unrealized +15.6%
RYLD GLOBAL X FDS 0.0%
Value $375K (-6.7%) Shares 25,108 (-4.5%) Est. Cost $17.73 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $963K (-2.6%) Shares 24,965 (-1.3%) Est. Cost $36.42 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $337K (-7.0%) Shares 16,260 (-5.0%) Est. Cost $20.59 Unrealized
EMB ISHARES TR 0.0%
Value $279K (-8.2%) Shares 2,966 (-5.9%) Est. Cost $89.51 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $570K (-4.1%) Shares 22,942 (-3.4%) Est. Cost $21.91 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $838K (-2.6%) Shares 8,754 (-1.1%) Est. Cost $96.95 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $847K (-2.5%) Shares 18,228 (-1.8%) Est. Cost $41.26 Unrealized +24.3%
PCG PG&E CORP 0.0%
Value $316K (+7.5%) Shares 17,995 (-1.7%) Est. Cost $16.54 Unrealized -0.9%
WELL WELLTOWER INC 0.0%
Value $322K (-6.3%) Shares 1,628 (-12.0%) Est. Cost $99.10 Unrealized +88.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $378K (-5.3%) Shares 1,452 (-10.4%) Est. Cost $219.00 Unrealized +24.8%
DDFN INNOVATOR ETFS TRUST 0.0%
Value $300K (-5.9%) Shares 15,804 (-5.0%) Est. Cost $19.17 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value $432K (-4.1%) Shares 8,987 (-1.8%) Est. Cost $46.71 Unrealized
GWW WW GRAINGER INC 0.0%
Value $256K (-6.7%) Shares 235 (-13.6%) Est. Cost $1020.83 Unrealized +7.2%
VFMF VANGUARD WELLINGTON FD 0.0%
Value $374K (-4.6%) Shares 2,409 (-7.3%) Est. Cost $135.35 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $588K (-3.0%) Shares 29,948 (-2.4%) Est. Cost $19.44 Unrealized
DVY ISHARES TR 0.0%
Value $607K (+2.9%) Shares 4,006 (-4.0%) Est. Cost $133.28 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value $249K (+7.5%) Shares 5,326 (-1.1%) Est. Cost $42.99 Unrealized
AJUL INNOVATOR ETFS TRUST 0.0%
Value $428K (-3.8%) Shares 14,761 (-3.6%) Est. Cost $27.46 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value $216K (-7.3%) Shares 5,776 (-11.9%) Est. Cost $35.03 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $523K (-3.1%) Shares 7,355 (-5.0%) Est. Cost $60.04 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $308K (-4.8%) Shares 5,622 (-2.7%) Est. Cost $52.44 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value $73,405 (-17.4%) Shares 12,133 (-2.3%) Est. Cost $3.43 Unrealized +77.6%
RPM RPM INTL INC 0.0%
Value $202K (-7.0%) Shares 2,032 (-2.8%) Est. Cost $121.42 Unrealized -7.6%
VDC VANGUARD WORLD FD 0.0%
Value $618K (-2.4%) Shares 2,751 (-8.2%) Est. Cost $218.41 Unrealized
FDX FEDEX CORP 0.0%
Value $611K (-2.4%) Shares 1,714 (-20.9%) Est. Cost $230.93 Unrealized +46.8%
KAUG INNOVATOR ETFS TRUST 0.0%
Value $528K (-2.5%) Shares 19,707 (-3.5%) Est. Cost $25.06 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $280K (-4.5%) Shares 2,059 (-8.4%) Est. Cost $131.80 Unrealized -2.2%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $557K (-2.2%) Shares 5,946 (-3.7%) Est. Cost $89.00 Unrealized
D DOMINION ENERGY INC 0.0%
Value $591K (+2.1%) Shares 9,564 (-3.2%) Est. Cost $56.65 Unrealized +8.8%
USHY ISHARES TR 0.0%
Value $342K (-3.4%) Shares 9,294 (-1.9%) Est. Cost $35.75 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value $201K (-5.0%) Shares 5,249 (-10.4%) Est. Cost $36.06 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $226K (-4.3%) Shares 2,423 (-3.4%) Est. Cost $84.44 Unrealized +12.8%
DOW DOW HLDGS INC 0.0%
Value $572K (+1.8%) Shares 13,722 (-42.9%) Est. Cost $32.89 Unrealized -11.7%
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $333K (-2.5%) Shares 14,173 (-1.7%) Est. Cost $23.81 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.927M (-0.4%) Shares 75,493 (-2.4%) Est. Cost $20.03 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value $373K (-2.0%) Shares 4,832 (-4.2%) Est. Cost $58.76 Unrealized
DEFT DEFI TECHNOLOGIES INC 0.0%
Value $11,050 (-40.0%) Shares 20,000 (-18.1%) Est. Cost $1.53 Unrealized -45.1%
ECL ECOLAB INC 0.0%
Value $214K (-3.3%) Shares 804 (-4.5%) Est. Cost $188.87 Unrealized +51.6%
XTAP INNOVATOR ETFS TRUST 0.0%
Value $238K (-2.7%) Shares 5,758 (-4.3%) Est. Cost $36.18 Unrealized
AAPR INNOVATOR ETFS TRUST 0.0%
Value $417K (-1.6%) Shares 14,474 (-2.9%) Est. Cost $26.22 Unrealized
EXC EXELON CORP 0.0%
Value $602K (+1.1%) Shares 12,279 (-10.1%) Est. Cost $40.04 Unrealized +12.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $247K (+2.6%) Shares 5,663 (-11.0%) Est. Cost $37.51 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $352K (-1.7%) Shares 2,782 (-1.8%) Est. Cost $103.74 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $232K (-2.0%) Shares 5,098 (-6.9%) Est. Cost $38.55 Unrealized
DIV GLOBAL X FDS 0.0%
Value $325K (+1.1%) Shares 17,183 (-7.3%) Est. Cost $17.90 Unrealized
BMAY INNOVATOR ETFS TRUST 0.0%
Value $222K (-1.1%) Shares 4,940 (-1.2%) Est. Cost $42.20 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value $231K (-0.7%) Shares 1,296 (-2.1%) Est. Cost $175.57 Unrealized
SCZ ISHARES TR 0.0%
Value $360K (-0.4%) Shares 4,593 (-1.5%) Est. Cost $65.35 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $295K (-0.2%) Shares 3,053 (-2.7%) Est. Cost $81.71 Unrealized

Unchanged Positions (120)

CIEN CIENA CORP 1.2%
Value $99.58M Shares 256,498 Est. Cost $83.89 Unrealized +223.0%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $13.43M Shares 13,480 Est. Cost $799.80 Unrealized +20.5%
AMGN AMGEN INC 0.2%
Value $14.98M Shares 42,565 Est. Cost $268.41 Unrealized +30.3%
AVEM AMERICAN CENTY ETF TR 0.2%
Value $17.56M Shares 217,908 Est. Cost $57.60 Unrealized
FLRT PACER FDS TR 0.3%
Value $27.41M Shares 591,845 Est. Cost $46.80 Unrealized
RDDT REDDIT INC 0.0%
Value $981K Shares 7,282 Est. Cost $94.12 Unrealized +101.5%
FXU FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.62M Shares 93,161 Est. Cost $41.16 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value $10.41M Shares 306,347 Est. Cost $32.23 Unrealized
QTWO Q2 HLDGS INC 0.0%
Value $616K Shares 13,015 Est. Cost $37.70 Unrealized +61.2%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $2.117M Shares 3,499 Est. Cost $405.80 Unrealized +51.3%
COF CAPITAL ONE FINL CORP 0.0%
Value $912K Shares 5,001 Est. Cost $161.49 Unrealized +38.2%
NBIS NEBIUS GROUP N.V. 0.0%
Value $1.283M Shares 12,363 Est. Cost $88.76 Unrealized +8.6%
MAR MARRIOTT INTL INC NEW 0.1%
Value $4.614M Shares 14,108 Est. Cost $267.67 Unrealized +23.6%
OUNZ VANECK MERK GOLD ETF 0.0%
Value $2.225M Shares 49,393 Est. Cost $28.18 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $324K Shares 5,170 Est. Cost $92.99 Unrealized -7.7%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $969K Shares 6,233 Est. Cost $138.27 Unrealized +34.6%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $3.035M Shares 42,802 Est. Cost $72.52 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $1.441M Shares 5,748 Est. Cost $352.76 Unrealized -28.6%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $757K Shares 17,037 Est. Cost $44.98 Unrealized +14.4%
LTBR LIGHTBRIDGE CORP 0.0%
Value $750K Shares 70,384 Est. Cost $12.64 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value $4.673M Shares 453,666 Est. Cost $9.46 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $1.844M Shares 23,206 Est. Cost $73.17 Unrealized +5.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $735K Shares 1,494 Est. Cost $533.83 Unrealized +7.6%
MTZ MASTEC INC 0.0%
Value $362K Shares 1,126 Est. Cost $144.03 Unrealized +73.7%
FTAI FTAI AVIATION LTD 0.0%
Value $586K Shares 2,392 Est. Cost $87.66 Unrealized +208.9%
USOY TIDAL TRUST II 0.0%
Value $369K Shares 40,000 Est. Cost $6.50 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $280K Shares 1,726 Est. Cost $172.02 Unrealized +14.9%
PL PLANET LABS PBC 0.0%
Value $331K Shares 11,853 Est. Cost $14.34 Unrealized +69.3%
SNPS SYNOPSYS INC 0.0%
Value $520K Shares 1,312 Est. Cost $437.24 Unrealized +7.9%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $374K Shares 80,000 Est. Cost $5.34 Unrealized +4.7%
OGE OGE ENERGY CORP 0.0%
Value $838K Shares 17,470 Est. Cost $39.54 Unrealized +12.4%
IQV IQVIA HLDGS INC 0.0%
Value $270K Shares 1,583 Est. Cost $199.30 Unrealized +5.4%
IDA IDACORP INC 0.0%
Value $701K Shares 4,904 Est. Cost $105.89 Unrealized +27.2%
AEE AMEREN CORP 0.0%
Value $825K Shares 7,507 Est. Cost $90.03 Unrealized +16.2%
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $497K Shares 1,712 Est. Cost $259.39 Unrealized +4.7%
NVR NVR INC 0.0%
Value $659K Shares 100 Est. Cost $7950.13 Unrealized -4.1%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value $1.81M Shares 40,121 Est. Cost $36.64 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $356K Shares 15,928 Est. Cost $17.96 Unrealized
NUE NUCOR CORP 0.0%
Value $1.496M Shares 8,845 Est. Cost $145.57 Unrealized +22.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $188K Shares 12,500 Est. Cost $13.93 Unrealized +17.2%
WM WASTE MGMT INC DEL 0.0%
Value $1.265M Shares 5,505 Est. Cost $200.74 Unrealized +12.6%
STEL STELLAR BANCORP INC 0.0%
Value $337K Shares 9,208 Est. Cost $28.15 Unrealized +26.3%
THG HANOVER INS GROUP INC 0.0%
Value $942K Shares 5,432 Est. Cost $125.15 Unrealized +38.8%
NVYY GRANITESHARES ETF TR 0.0%
Value $150K Shares 10,545 Est. Cost $18.85 Unrealized
FXED TIDAL TRUST I 0.0%
Value $1.116M Shares 64,822 Est. Cost $18.09 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $814K Shares 13,036 Est. Cost $56.38 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.64M Shares 42,465 Est. Cost $36.56 Unrealized
BEP BROOKFIELD RENEWABLE ENERGY 0.0%
Value $245K Shares 7,520 Est. Cost $26.97 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $867K Shares 25,455 Est. Cost $31.40 Unrealized
MP MP MATERIALS CORP 0.0%
Value $809K Shares 16,763 Est. Cost $63.41 Unrealized -2.6%
TDG TRANSDIGM GROUP INC 0.0%
Value $263K Shares 227 Est. Cost $1252.85 Unrealized +8.7%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $209K Shares 431 Est. Cost $607.15 Unrealized -18.1%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $124K Shares 18,732 Est. Cost $10.95 Unrealized -15.1%
PNNT PENNANTPARK INVT CORP 0.0%
Value $122K Shares 27,066 Est. Cost $4.72 Unrealized +18.1%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $110K Shares 40,000 Est. Cost $1.72 Unrealized +98.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $416K Shares 1,159 Est. Cost $375.21 Unrealized +9.3%
POOL POOL CORP 0.0%
Value $283K Shares 1,399 Est. Cost $429.17 Unrealized -41.3%
BCPC BALCHEM CORP 0.0%
Value $414K Shares 2,441 Est. Cost $151.78 Unrealized +11.5%
CI THE CIGNA GROUP 0.0%
Value $1.071M Shares 4,014 Est. Cost $303.25 Unrealized -7.4%
MSOS ADVISORSHARES TR 0.0%
Value $97,817 Shares 27,554 Est. Cost $3.49 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value $1.971M Shares 46,380 Est. Cost $35.83 Unrealized
DNN DENISON MINES CORP 0.0%
Value $124K Shares 35,000 Est. Cost $3.77 Unrealized 0.0%
MET METLIFE INC 0.0%
Value $268K Shares 3,787 Est. Cost $79.95 Unrealized -3.1%
NOCT INNOVATOR ETFS TRUST 0.0%
Value $835K Shares 14,817 Est. Cost $55.10 Unrealized
CTAS CINTAS CORP 0.0%
Value $251K Shares 1,483 Est. Cost $188.13 Unrealized +2.8%
SYY SYSCO CORP 0.0%
Value $726K Shares 10,184 Est. Cost $69.06 Unrealized +19.1%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $2.311M Shares 40,894 Est. Cost $49.69 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $433K Shares 3,461 Est. Cost $132.37 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $236K Shares 6,598 Est. Cost $45.39 Unrealized -3.5%
BNOV INNOVATOR ETFS TRUST 0.0%
Value $562K Shares 13,065 Est. Cost $41.86 Unrealized
ATOM ATOMERA INC 0.0%
Value $47,625 Shares 12,500 Est. Cost $7.10 Unrealized -54.4%
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $977K Shares 18,301 Est. Cost $50.11 Unrealized
ARQQW ARQIT QUANTUM INC 0.0%
Value $450K Shares 3,038,621 Est. Cost $1.80 Unrealized
ARLU AIM ETF PRODUCTS TRUST 0.0%
Value $344K Shares 11,993 Est. Cost $27.10 Unrealized
USB US BANCORP 0.0%
Value $741K Shares 14,256 Est. Cost $40.57 Unrealized +39.6%
WTRG ESSENTIAL UTILS INC 0.0%
Value $374K Shares 9,286 Est. Cost $41.88 Unrealized -7.4%
TRI CONTL CORP 0.0%
Value $563K Shares 17,825 Est. Cost $28.41 Unrealized
USEP INNOVATOR ETFS TRUST 0.0%
Value $916K Shares 23,698 Est. Cost $37.79 Unrealized
BB BLACKBERRY LTD 0.0%
Value $89,100 Shares 27,500 Est. Cost $3.97 Unrealized -8.1%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $407K Shares 5,560 Est. Cost $71.42 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value $696K Shares 7,527 Est. Cost $91.84 Unrealized +9.9%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $220K Shares 3,901 Est. Cost $88.17 Unrealized -33.4%
PLD PROLOGIS INC. 0.0%
Value $303K Shares 2,289 Est. Cost $113.52 Unrealized +13.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value $551K Shares 1,718 Est. Cost $273.96 Unrealized +29.7%
XTOC INNOVATOR ETFS TRUST 0.0%
Value $304K Shares 9,396 Est. Cost $33.48 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value $114K Shares 12,190 Est. Cost $7.55 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $244K Shares 1,586 Est. Cost $122.98 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value $227K Shares 4,758 Est. Cost $36.69 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $299K Shares 1,366 Est. Cost $227.27 Unrealized -4.7%
MFDX PIMCO EQUITY SER 0.0%
Value $224K Shares 5,635 Est. Cost $37.21 Unrealized
QMNV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $296K Shares 13,015 Est. Cost $19.61 Unrealized
INTF ISHARES TR 0.0%
Value $244K Shares 6,261 Est. Cost $35.95 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $825K Shares 3,000 Est. Cost $125.57 Unrealized +146.0%
BJUL INNOVATOR ETFS TRUST 0.0%
Value $275K Shares 5,540 Est. Cost $49.69 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $528K Shares 11,753 Est. Cost $42.19 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.0%
Value $512K Shares 15,000 Est. Cost $16.57 Unrealized +85.8%
VXF VANGUARD INDEX FDS 0.0%
Value $396K Shares 1,924 Est. Cost $172.46 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $1.299M Shares 27,026 Est. Cost $49.34 Unrealized
XJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $246K Shares 6,805 Est. Cost $31.76 Unrealized
ICCM ICECURE MEDICAL LTD CAESAREA 0.0%
Value $4,515 Shares 15,000 Est. Cost $1.31 Unrealized -52.3%
DDTS INNOVATOR ETFS TRUST 0.0%
Value $261K Shares 12,440 Est. Cost $21.35 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $152K Shares 12,288 Est. Cost $12.38 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value $249K Shares 11,821 Est. Cost $21.57 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $205K Shares 1,512 Est. Cost $122.91 Unrealized +11.3%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $407K Shares 8,636 Est. Cost $30.06 Unrealized
KOPN KOPIN CORP 0.0%
Value $96,004 Shares 42,668 Est. Cost $4.14 Unrealized -37.4%
APRW AIM ETF PRODUCTS TRUST 0.0%
Value $248K Shares 6,998 Est. Cost $31.12 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $281K Shares 5,326 Est. Cost $50.10 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value $885K Shares 22,268 Est. Cost $38.95 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value $571K Shares 27,975 Est. Cost $20.37 Unrealized
NNVC NANOVIRICIDES INC 0.0%
Value $9,126 Shares 10,005 Est. Cost $1.37 Unrealized -21.7%
XIJN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $212K Shares 6,906 Est. Cost $31.01 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value $549K Shares 29,428 Est. Cost $18.35 Unrealized
AJAN INNOVATOR ETFS TRUST 0.0%
Value $217K Shares 7,843 Est. Cost $27.85 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $232K Shares 1,139 Est. Cost $131.97 Unrealized +53.5%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $321K Shares 3,206 Est. Cost $99.94 Unrealized
XMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $630K Shares 18,032 Est. Cost $31.16 Unrealized
IBTJ ISHARES TR 0.0%
Value $209K Shares 9,560 Est. Cost $21.95 Unrealized
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value $87,284 Shares 14,216 Est. Cost $6.57 Unrealized -0.8%
SAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $478K Shares 18,549 Est. Cost $23.37 Unrealized