Summit Financial, LLC Diversified Active

CIK: 0001765536 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $6,807,501 (100.0% shares, 0.0% debt)

Holdings (1,283)

New Positions (102)

RKT ROCKET COS INC 0.2%
Value ($000) $10,882 Shares 562,061 Est. Cost $17.88 Unrealized 0.0%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $6,317 Shares 129,002 Est. Cost $48.96 Unrealized
SCYB SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,450 Shares 130,589 Est. Cost $26.42 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $2,713 Shares 78,876 Est. Cost $34.40 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $2,687 Shares 90,126 Est. Cost $32.66 Unrealized 0.0%
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2,637 Shares 72,048 Est. Cost $36.60 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $2,289 Shares 34,946 Est. Cost $65.51 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1,960 Shares 11,139 Est. Cost $163.37 Unrealized 0.0%
BUXX EA SERIES TRUST 0.0%
Value ($000) $1,948 Shares 96,266 Est. Cost $20.24 Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,253 Shares 30,686 Est. Cost $40.00 Unrealized 0.0%
IWMI NEOS ETF TRUST 0.0%
Value ($000) $1,233 Shares 25,336 Est. Cost $48.68 Unrealized
TDAQ ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $1,089 Shares 41,773 Est. Cost $26.07 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $1,085 Shares 19,323 Est. Cost $56.17 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,047 Shares 12,422 Est. Cost $84.29 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $981 Shares 8,092 Est. Cost $121.22 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $831 Shares 30,613 Est. Cost $40.53 Unrealized 0.0%
SCMB SCHWAB STRATEGIC TR 0.0%
Value ($000) $803 Shares 31,160 Est. Cost $25.76 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $717 Shares 33,400 Est. Cost $21.46 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $632 Shares 14,957 Est. Cost $42.23 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $620 Shares 10,702 Est. Cost $57.91 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $579 Shares 1,456 Est. Cost $442.56 Unrealized 0.0%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $571 Shares 38,098 Est. Cost $15.00 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $558 Shares 6,845 Est. Cost $75.76 Unrealized 0.0%
PTMC PACER FDS TR 0.0%
Value ($000) $541 Shares 14,899 Est. Cost $36.33 Unrealized
CMBT CMB.TECH NV 0.0%
Value ($000) $483 Shares 50,000 Est. Cost $9.72 Unrealized 0.0%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $476 Shares 15,086 Est. Cost $30.87 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $410 Shares 5,230 Est. Cost $79.69 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $400 Shares 3,321 Est. Cost $123.55 Unrealized 0.0%
SMMD ISHARES TR 0.0%
Value ($000) $392 Shares 5,230 Est. Cost $74.94 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $383 Shares 1,039 Est. Cost $256.82 Unrealized 0.0%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $376 Shares 4,562 Est. Cost $82.50 Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $374 Shares 35,794 Est. Cost $12.49 Unrealized 0.0%
UL UNILEVER PLC 0.0%
Value ($000) $369 Shares 5,644 Est. Cost $65.40 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $368 Shares 3,626 Est. Cost $101.58 Unrealized
TTE TOTALENERGIES SE 0.0%
Value ($000) $368 Shares 5,624 Est. Cost $63.23 Unrealized 0.0%
PFRL PGIM ETF TR 0.0%
Value ($000) $365 Shares 7,285 Est. Cost $50.10 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $359 Shares 4,621 Est. Cost $77.61 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $357 Shares 8,878 Est. Cost $40.25 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $346 Shares 10,300 Est. Cost $33.63 Unrealized
STBF TRUST FOR PROFESSIONAL MANAG 0.0%
Value ($000) $344 Shares 13,568 Est. Cost $25.36 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $339 Shares 1,214 Est. Cost $279.15 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $332 Shares 7,617 Est. Cost $43.54 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $322 Shares 4,507 Est. Cost $63.81 Unrealized 0.0%
MLPX GLOBAL X FDS 0.0%
Value ($000) $321 Shares 5,290 Est. Cost $60.61 Unrealized
INSM INSMED INC 0.0%
Value ($000) $319 Shares 1,834 Est. Cost $182.48 Unrealized 0.0%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $318 Shares 12,040 Est. Cost $26.42 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $310 Shares 608 Est. Cost $526.90 Unrealized 0.0%
TSLY TIDAL TRUST II 0.0%
Value ($000) $310 Shares 8,250 Est. Cost $37.54 Unrealized
WLTG ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $302 Shares 8,658 Est. Cost $34.83 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $289 Shares 3,406 Est. Cost $84.88 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $282 Shares 8,907 Est. Cost $31.68 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $282 Shares 5,150 Est. Cost $54.71 Unrealized
FFBC FIRST FINL BANCORP OH 0.0%
Value ($000) $278 Shares 11,130 Est. Cost $24.80 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $276 Shares 11,421 Est. Cost $23.44 Unrealized 0.0%
PL PLANET LABS PBC 0.0%
Value ($000) $270 Shares 13,712 Est. Cost $14.34 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $266 Shares 3,815 Est. Cost $57.32 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $259 Shares 1,506 Est. Cost $151.55 Unrealized 0.0%
EDOW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $252 Shares 6,114 Est. Cost $41.30 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $250 Shares 1,884 Est. Cost $111.51 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $250 Shares 5,143 Est. Cost $47.08 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $248 Shares 2,443 Est. Cost $80.31 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $248 Shares 1,556 Est. Cost $166.68 Unrealized 0.0%
GAP GAP INC 0.0%
Value ($000) $246 Shares 9,624 Est. Cost $24.07 Unrealized 0.0%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $244 Shares 7,336 Est. Cost $31.28 Unrealized 0.0%
CBC CENTRAL BANCOMPANY 0.0%
Value ($000) $243 Shares 10,067 Est. Cost $23.43 Unrealized 0.0%
SDS PROSHARES TR 0.0%
Value ($000) $240 Shares 3,504 Est. Cost $68.49 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $235 Shares 4,464 Est. Cost $52.62 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $231 Shares 2,332 Est. Cost $96.14 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $230 Shares 1,402 Est. Cost $161.22 Unrealized 0.0%
SPVU INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $230 Shares 4,030 Est. Cost $57.09 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $226 Shares 3,427 Est. Cost $65.96 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $223 Shares 5,874 Est. Cost $38.05 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $223 Shares 7,044 Est. Cost $31.66 Unrealized
TLTW ISHARES TR 0.0%
Value ($000) $222 Shares 9,800 Est. Cost $22.67 Unrealized
FWDI FORWARD INDS INC N Y 0.0%
Value ($000) $222 Shares 33,560 Est. Cost $12.84 Unrealized 0.0%
SII SPROTT INC 0.0%
Value ($000) $220 Shares 2,250 Est. Cost $88.68 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $220 Shares 384 Est. Cost $559.99 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $219 Shares 2,453 Est. Cost $91.86 Unrealized 0.0%
IYRI NEOS ETF TRUST 0.0%
Value ($000) $217 Shares 4,467 Est. Cost $48.60 Unrealized
FLKR FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $217 Shares 6,770 Est. Cost $32.05 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $217 Shares 232 Est. Cost $922.99 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $213 Shares 160 Est. Cost $1310.75 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $212 Shares 1,151 Est. Cost $149.58 Unrealized 0.0%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $212 Shares 7,995 Est. Cost $26.47 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $211 Shares 2,709 Est. Cost $74.98 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $206 Shares 8,571 Est. Cost $22.18 Unrealized 0.0%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $204 Shares 6,325 Est. Cost $28.90 Unrealized 0.0%
ISCG ISHARES TR 0.0%
Value ($000) $204 Shares 3,671 Est. Cost $55.46 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $202 Shares 2,724 Est. Cost $69.90 Unrealized 0.0%
APLU ALLSPRING EXCHANGE TRADED FU 0.0%
Value ($000) $202 Shares 8,102 Est. Cost $24.97 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $201 Shares 4,191 Est. Cost $43.32 Unrealized 0.0%
XSW SPDR SERIES TRUST 0.0%
Value ($000) $200 Shares 1,069 Est. Cost $187.14 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $193 Shares 15,864 Est. Cost $12.16 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $186 Shares 14,114 Est. Cost $15.35 Unrealized 0.0%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $179 Shares 10,549 Est. Cost $16.95 Unrealized
AI C3 AI INC 0.0%
Value ($000) $148 Shares 10,972 Est. Cost $15.95 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $144 Shares 19,200 Est. Cost $9.41 Unrealized 0.0%
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $113 Shares 17,705 Est. Cost $6.36 Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $102 Shares 10,461 Est. Cost $8.03 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $101 Shares 10,027 Est. Cost $10.11 Unrealized
ELTX ELICIO THERAPEUTICS INC 0.0%
Value ($000) $80 Shares 10,010 Est. Cost $9.07 Unrealized 0.0%
TRUECAR INC 0.0%
Value ($000) $52 Shares 22,934 Est. Cost $2.26 Unrealized

Increased Positions (511)

IBDZ ISHARES TR 0.6%
Value ($000) $43,707 (+216.2%) Shares 1,657,455 (+217.4%) Est. Cost $26.40 Unrealized
VTI VANGUARD INDEX FDS 8.2%
Value ($000) $556,963 (+3.3%) Shares 1,661,237 (+1.1%) Est. Cost $111227.96 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $32,909 (+92.3%) Shares 133,688 (+89.0%) Est. Cost $5489.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $25,766 (+102.3%) Shares 29,312 (+83.3%) Est. Cost $713.61 Unrealized +14.0%
VEU VANGUARD INTL EQUITY INDEX F 3.6%
Value ($000) $245,627 (+5.2%) Shares 3,339,132 (+2.0%) Est. Cost $36845.44 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $14,308 (+231.6%) Shares 153,516 (+198.2%) Est. Cost $79.19 Unrealized +9.4%
NFLX NETFLIX INC 0.3%
Value ($000) $18,705 (-33.6%) Shares 199,497 (+748.6%) Est. Cost $103.70 Unrealized +4.0%
PSLV SPROTT ASSET MANAGEMENT LP 0.3%
Value ($000) $20,223 (+62.4%) Shares 855,109 (+7.8%) Est. Cost $13.50 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $118,663 (+6.4%) Shares 243,232 (+4.6%) Est. Cost $132261.52 Unrealized
PYLD PIMCO ETF TR 0.9%
Value ($000) $63,854 (+9.8%) Shares 2,382,094 (+10.0%) Est. Cost $26.84 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $107,122 (-5.0%) Shares 221,500 (+1.7%) Est. Cost $395.01 Unrealized +26.7%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $32,918 (+20.2%) Shares 113,424 (+21.6%) Est. Cost $63285.86 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $9,873 (+113.9%) Shares 195,202 (+114.6%) Est. Cost $50.66 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $23,931 (+27.6%) Shares 60,384 (+14.5%) Est. Cost $20889.65 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $16,388 (+44.4%) Shares 15,249 (+2.5%) Est. Cost $750.68 Unrealized +27.3%
MRK MERCK & CO INC 0.2%
Value ($000) $14,615 (+44.8%) Shares 137,745 (+14.6%) Est. Cost $100.57 Unrealized -7.3%
IBB ISHARES TR 0.1%
Value ($000) $6,863 (+161.8%) Shares 40,662 (+124.0%) Est. Cost $154.85 Unrealized
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $97,502 (+4.3%) Shares 155,474 (+1.9%) Est. Cost $90270.88 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $92,026 (+4.6%) Shares 481,837 (+2.1%) Est. Cost $53767.41 Unrealized
SPYG SPDR SERIES TRUST 0.4%
Value ($000) $30,081 (+15.1%) Shares 281,920 (+12.7%) Est. Cost $7466.72 Unrealized
QQQI NEOS ETF TRUST 0.1%
Value ($000) $8,397 (+84.0%) Shares 155,897 (+85.1%) Est. Cost $54.04 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $6,362 (+146.7%) Shares 22,281 (+44.6%) Est. Cost $137.52 Unrealized +66.8%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $4,086 (+861.8%) Shares 63,029 (+813.9%) Est. Cost $64.47 Unrealized
SPYI NEOS ETF TRUST 0.1%
Value ($000) $8,961 (+60.0%) Shares 170,596 (+59.3%) Est. Cost $52.39 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $44,775 (+7.9%) Shares 716,748 (+3.5%) Est. Cost $15623.07 Unrealized
EXE EXPAND ENERGY CORPORATION 0.2%
Value ($000) $10,622 (+44.5%) Shares 96,246 (+39.1%) Est. Cost $102.35 Unrealized +8.1%
JBND J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $73,750 (+4.6%) Shares 1,359,312 (+4.4%) Est. Cost $54.16 Unrealized
BIL SPDR SERIES TRUST 0.2%
Value ($000) $13,929 (+30.3%) Shares 152,425 (+30.9%) Est. Cost $91.65 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $16,851 (+22.2%) Shares 626,200 (+19.6%) Est. Cost $28.31 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $3,487 (+679.6%) Shares 28,597 (+540.6%) Est. Cost $116.85 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $5,385 (+122.5%) Shares 31,414 (+73.8%) Est. Cost $119.10 Unrealized +30.4%
SMH VANECK ETF TRUST 0.4%
Value ($000) $26,104 (+12.5%) Shares 72,486 (+2.0%) Est. Cost $321.05 Unrealized
EQT EQT CORP 0.1%
Value ($000) $3,586 (+400.5%) Shares 66,904 (+408.2%) Est. Cost $53.37 Unrealized +5.2%
SPYV SPDR SERIES TRUST 0.3%
Value ($000) $22,920 (+14.2%) Shares 403,443 (+11.3%) Est. Cost $3404.02 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $13,846 (+24.8%) Shares 419,308 (+11.9%) Est. Cost $26.72 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $4,425 (+157.1%) Shares 119,915 (+133.8%) Est. Cost $38.37 Unrealized -1.6%
MSTR STRATEGY INC 0.1%
Value ($000) $7,706 (-26.0%) Shares 50,712 (+57.0%) Est. Cost $318.40 Unrealized -27.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $20,907 (+14.5%) Shares 101,026 (+2.6%) Est. Cost $150.83 Unrealized +30.6%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $29,318 (+9.7%) Shares 350,070 (+10.2%) Est. Cost $4369.87 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $4,012 (+164.0%) Shares 91,927 (+154.3%) Est. Cost $43.01 Unrealized
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $6,811 (+57.2%) Shares 133,977 (+57.7%) Est. Cost $50.94 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $45,239 (+5.7%) Shares 100,594 (+4.5%) Est. Cost $315.26 Unrealized +40.6%
SOFI SOFI TECHNOLOGIES INC 0.3%
Value ($000) $18,943 (+14.6%) Shares 723,556 (+15.7%) Est. Cost $24.29 Unrealized +14.7%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $5,167 (-31.8%) Shares 22,847 (+1.7%) Est. Cost $338.37 Unrealized -11.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $5,364 (+80.7%) Shares 39,616 (+65.2%) Est. Cost $105.36 Unrealized +26.7%
IBDY ISHARES TR 0.7%
Value ($000) $51,029 (+4.9%) Shares 1,952,145 (+5.2%) Est. Cost $26.23 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $25,867 (+10.0%) Shares 792,965 (+7.6%) Est. Cost $2174.48 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $2,986 (+366.5%) Shares 32,666 (+354.9%) Est. Cost $90.90 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,478 (+54.3%) Shares 41,845 (+38.7%) Est. Cost $144.84 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $8,623 (+34.8%) Shares 358,677 (+30.5%) Est. Cost $21.43 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $6,671 (+48.0%) Shares 38,452 (+56.7%) Est. Cost $170.04 Unrealized +0.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $20,371 (+11.9%) Shares 169,281 (+4.8%) Est. Cost $104.26 Unrealized +10.8%
IWO ISHARES TR 0.2%
Value ($000) $13,111 (+19.0%) Shares 40,590 (+17.9%) Est. Cost $21855.21 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $2,971 (+194.2%) Shares 108,494 (+193.2%) Est. Cost $27.35 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $5,192 (+59.7%) Shares 66,668 (+60.2%) Est. Cost $7195.84 Unrealized
IBDX ISHARES TR 0.6%
Value ($000) $38,850 (+5.2%) Shares 1,521,738 (+5.6%) Est. Cost $25.62 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $4,804 (+64.6%) Shares 74,580 (+8.2%) Est. Cost $34.41 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $17,696 (+11.7%) Shares 123,301 (+9.7%) Est. Cost $41379.96 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $9,049 (+25.6%) Shares 112,802 (+22.6%) Est. Cost $78.69 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $11,999 (-12.8%) Shares 34,871 (+2.7%) Est. Cost $340.81 Unrealized +7.0%
IBDW ISHARES TR 0.6%
Value ($000) $38,630 (+4.7%) Shares 1,826,496 (+5.0%) Est. Cost $21.22 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $30,543 (+5.8%) Shares 305,794 (+6.2%) Est. Cost $7356.19 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $19,139 (+9.6%) Shares 40,437 (+8.5%) Est. Cost $100401.15 Unrealized
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $22,353 (+8.0%) Shares 423,587 (+9.0%) Est. Cost $53.20 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $6,988 (+30.9%) Shares 114,961 (+23.8%) Est. Cost $58.11 Unrealized
AIQ GLOBAL X FDS 0.3%
Value ($000) $23,683 (+7.3%) Shares 465,237 (+4.1%) Est. Cost $49.45 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $11,767 (+15.6%) Shares 128,613 (+6.0%) Est. Cost $51.75 Unrealized +73.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $13,121 (+13.6%) Shares 35,467 (+2.0%) Est. Cost $283.47 Unrealized +25.9%
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $19,846 (+8.4%) Shares 428,567 (+8.3%) Est. Cost $46.25 Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $16,851 (+10.0%) Shares 204,706 (+5.5%) Est. Cost $79.08 Unrealized
FTWO EA SERIES TRUST 0.1%
Value ($000) $9,166 (+19.8%) Shares 225,541 (+16.1%) Est. Cost $39.57 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $2,679 (+128.5%) Shares 1,010,876 (+106.1%) Est. Cost $2.54 Unrealized
TEM TEMPUS AI INC 0.1%
Value ($000) $5,351 (-21.4%) Shares 90,619 (+7.4%) Est. Cost $70.60 Unrealized +10.8%
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $14,823 (+10.6%) Shares 192,458 (+7.8%) Est. Cost $75.25 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $2,443 (+131.9%) Shares 17,317 (+129.6%) Est. Cost $4910.48 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $14,542 (+10.5%) Shares 287,068 (+10.1%) Est. Cost $50.49 Unrealized
EFAV ISHARES TR 0.5%
Value ($000) $32,056 (+4.4%) Shares 371,659 (+2.7%) Est. Cost $84.10 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $7,410 (+22.1%) Shares 12,934 (+1.7%) Est. Cost $313.98 Unrealized +76.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $10,338 (+14.7%) Shares 134,213 (+1.9%) Est. Cost $55.08 Unrealized +34.0%
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $1,977 (+197.5%) Shares 592,051 (+206.4%) Est. Cost $3.37 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $16,336 (+8.5%) Shares 308,927 (+8.9%) Est. Cost $51.88 Unrealized
IBDU ISHARES TR 0.4%
Value ($000) $25,010 (+5.4%) Shares 1,068,563 (+5.7%) Est. Cost $23.47 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $5,047 (+31.3%) Shares 15,418 (+13.2%) Est. Cost $276.15 Unrealized +14.4%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $6,585 (+21.0%) Shares 18,641 (+12.7%) Est. Cost $251.88 Unrealized +44.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $6,769 (+19.1%) Shares 27,928 (+4.5%) Est. Cost $180.76 Unrealized +22.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3,253 (+49.6%) Shares 112,858 (+1.3%) Est. Cost $9.82 Unrealized +138.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $5,758 (+22.8%) Shares 67,762 (+21.5%) Est. Cost $76.47 Unrealized +14.4%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $32,331 (-3.2%) Shares 757,338 (+97.8%) Est. Cost $60.99 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $41,579 (+2.6%) Shares 196,321 (+1.1%) Est. Cost $93704.27 Unrealized
T AT&T INC 0.1%
Value ($000) $8,800 (-10.1%) Shares 354,254 (+2.2%) Est. Cost $21.43 Unrealized +18.0%
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $2,634 (+59.7%) Shares 51,153 (+59.5%) Est. Cost $51.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $3,892 (+33.5%) Shares 72,151 (+11.6%) Est. Cost $48.21 Unrealized -1.4%
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $29,926 (+3.4%) Shares 168,721 (+1.7%) Est. Cost $61087.07 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $7,126 (-12.0%) Shares 3,538 (+2.1%) Est. Cost $1616.82 Unrealized +29.9%
VPLS VANGUARD MALVERN FDS 0.3%
Value ($000) $18,587 (+5.5%) Shares 237,946 (+6.2%) Est. Cost $78.60 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $3,208 (+43.1%) Shares 73,671 (+7.6%) Est. Cost $20.66 Unrealized +81.1%
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $8,646 (+12.5%) Shares 313,039 (+13.0%) Est. Cost $27.74 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $11,433 (+9.0%) Shares 164,699 (+6.9%) Est. Cost $68.17 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,230 (+27.9%) Shares 173,562 (+28.0%) Est. Cost $24.39 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $8,048 (+12.7%) Shares 106,674 (+9.7%) Est. Cost $6624.37 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $2,399 (+60.2%) Shares 12,967 (+64.0%) Est. Cost $160.84 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $23,107 (+4.1%) Shares 155,407 (+1.9%) Est. Cost $25806.56 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,339 (+204.4%) Shares 8,751 (+200.6%) Est. Cost $152.38 Unrealized
DIVO AMPLIFY ETF TR 0.3%
Value ($000) $17,966 (+5.2%) Shares 403,741 (+5.4%) Est. Cost $44.57 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $8,395 (+11.2%) Shares 73,823 (+8.2%) Est. Cost $20881.54 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $6,906 (+13.9%) Shares 37,656 (+3.9%) Est. Cost $155.00 Unrealized +11.8%
BA BOEING CO 0.1%
Value ($000) $4,915 (+20.5%) Shares 22,637 (+19.8%) Est. Cost $199.15 Unrealized +3.3%
CLSK CLEANSPARK INC 0.0%
Value ($000) $3,199 (-20.4%) Shares 316,086 (+14.0%) Est. Cost $11.74 Unrealized +27.7%
C CITIGROUP INC 0.1%
Value ($000) $3,425 (+30.3%) Shares 29,351 (+13.3%) Est. Cost $72.60 Unrealized +42.7%
STRIVE INC 0.0%
Value ($000) $827 (+2280.7%) Shares 1,120,975 (+7964.6%) Est. Cost $0.76 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $6,648 (+13.5%) Shares 131,439 (+14.0%) Est. Cost $50.76 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $2,258 (+53.8%) Shares 36,794 (+53.2%) Est. Cost $61.20 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.1%
Value ($000) $3,733 (+26.4%) Shares 114,864 (+19.9%) Est. Cost $31.09 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $1,629 (+84.6%) Shares 15,271 (+84.7%) Est. Cost $13398.43 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $3,216 (-18.7%) Shares 903,392 (+103.3%) Est. Cost $7.70 Unrealized -20.5%
QLC FLEXSHARES TR 0.0%
Value ($000) $2,584 (+39.9%) Shares 31,900 (+34.7%) Est. Cost $78.75 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $7,599 (+10.6%) Shares 89,782 (+7.9%) Est. Cost $37187.29 Unrealized
EVSM MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $3,337 (+27.6%) Shares 66,251 (+27.8%) Est. Cost $50.42 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $8,385 (+9.4%) Shares 152,463 (+2.6%) Est. Cost $41.49 Unrealized +26.9%
IJJ ISHARES TR 0.1%
Value ($000) $6,974 (+11.5%) Shares 53,001 (+10.0%) Est. Cost $128.93 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,187 (+148.7%) Shares 12,139 (+128.2%) Est. Cost $110.86 Unrealized -17.3%
IWD ISHARES TR 0.2%
Value ($000) $13,295 (+5.6%) Shares 63,208 (+2.2%) Est. Cost $74552.01 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $8,730 (+8.6%) Shares 81,508 (+8.0%) Est. Cost $12633.93 Unrealized
IUSB ISHARES TR 0.4%
Value ($000) $27,874 (+2.5%) Shares 598,936 (+2.9%) Est. Cost $6598.05 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $3,728 (+22.7%) Shares 30,372 (+11.0%) Est. Cost $92.30 Unrealized +31.0%
IWN ISHARES TR 0.2%
Value ($000) $10,238 (+6.9%) Shares 56,497 (+4.3%) Est. Cost $15217.23 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $1,043 (+172.4%) Shares 121,444 (+182.0%) Est. Cost $8.70 Unrealized
NFLT ETFIS SER TR I 0.0%
Value ($000) $1,092 (+151.1%) Shares 47,377 (+151.3%) Est. Cost $23.05 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $5,245 (+14.2%) Shares 54,480 (+12.9%) Est. Cost $91.51 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $25,339 (+2.6%) Shares 98,231 (+1.2%) Est. Cost $72078.13 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $3,770 (+20.5%) Shares 4,289 (+4.0%) Est. Cost $425.90 Unrealized +92.0%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $3,335 (-16.0%) Shares 148,664 (+17.9%) Est. Cost $30.13 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $5,579 (+12.6%) Shares 34,437 (+4.9%) Est. Cost $135.17 Unrealized +28.4%
FLMI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $3,613 (+20.8%) Shares 145,288 (+20.3%) Est. Cost $24.79 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,967 (+45.6%) Shares 25,964 (+38.8%) Est. Cost $73.24 Unrealized
JBBB JANUS DETROIT STR TR 0.1%
Value ($000) $8,404 (+7.7%) Shares 176,179 (+8.8%) Est. Cost $48.13 Unrealized
MDWD MEDIWOUND LTD 0.0%
Value ($000) $886 (+207.5%) Shares 47,998 (+200.1%) Est. Cost $18.33 Unrealized -0.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $870 (+217.8%) Shares 5,465 (+223.2%) Est. Cost $154.68 Unrealized +6.9%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $4,868 (+13.8%) Shares 114,399 (+1.9%) Est. Cost $38.20 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $2,127 (-21.4%) Shares 27,905 (+2.9%) Est. Cost $99.14 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $1,138 (+99.2%) Shares 43,527 (+88.2%) Est. Cost $23.33 Unrealized +24.8%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $62,028 (-0.9%) Shares 348,961 (+1.7%) Est. Cost $162.38 Unrealized +11.5%
PDYN PALLADYNE AI CORP 0.0%
Value ($000) $609 (-48.0%) Shares 143,032 (+4.9%) Est. Cost $8.22 Unrealized -18.1%
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $6,632 (+9.1%) Shares 535,710 (+9.0%) Est. Cost $12.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $13,700 (+4.2%) Shares 499,464 (+3.7%) Est. Cost $28.69 Unrealized
STXK EA SERIES TRUST 0.1%
Value ($000) $4,323 (+14.4%) Shares 129,949 (+13.9%) Est. Cost $33.14 Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $10,830 (+5.3%) Shares 320,323 (+5.5%) Est. Cost $33.38 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $3,153 (+20.8%) Shares 38,222 (+17.4%) Est. Cost $77.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1,863 (+40.4%) Shares 29,104 (+52.9%) Est. Cost $78.66 Unrealized -17.5%
SOXX ISHARES TR 0.0%
Value ($000) $3,043 (+20.3%) Shares 10,105 (+8.3%) Est. Cost $233.31 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $1,794 (+39.7%) Shares 43,630 (+26.5%) Est. Cost $38.05 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,277 (+28.8%) Shares 45,625 (+19.0%) Est. Cost $46.72 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1,350 (+60.4%) Shares 12,070 (+38.4%) Est. Cost $72.36 Unrealized +39.6%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,225 (+70.5%) Shares 6,214 (+85.6%) Est. Cost $190.33 Unrealized +11.1%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $2,321 (+27.6%) Shares 21,166 (+22.1%) Est. Cost $105.77 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $2,728 (+21.9%) Shares 16,241 (+19.4%) Est. Cost $154.29 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,978 (+30.5%) Shares 21,982 (+22.8%) Est. Cost $85.67 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1,292 (+55.2%) Shares 8,288 (+72.1%) Est. Cost $161.54 Unrealized +1.0%
GLXY GALAXY DIGITAL INC. 0.0%
Value ($000) $1,033 (+79.0%) Shares 46,185 (+170.7%) Est. Cost $29.50 Unrealized +5.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $8,135 (+5.8%) Shares 53,378 (+7.8%) Est. Cost $140.78 Unrealized +7.5%
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $3,388 (+14.8%) Shares 149,639 (+15.2%) Est. Cost $22.71 Unrealized
PTIN PACER FDS TR 0.0%
Value ($000) $790 (+123.4%) Shares 24,491 (+111.1%) Est. Cost $31.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $6,922 (+6.7%) Shares 20,970 (+11.6%) Est. Cost $433.10 Unrealized -22.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,127 (+62.7%) Shares 24,860 (+221.5%) Est. Cost $60.11 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $804 (+115.2%) Shares 11,536 (+111.5%) Est. Cost $69.09 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,194 (+56.2%) Shares 16,722 (+60.7%) Est. Cost $71.70 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $2,756 (-13.4%) Shares 8,653 (+1.8%) Est. Cost $328.49 Unrealized +7.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,775 (+30.7%) Shares 7,937 (+47.0%) Est. Cost $210.90 Unrealized +6.8%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $1,439 (+39.8%) Shares 35,767 (+37.4%) Est. Cost $39.73 Unrealized
PAAA PGIM ETF TR 0.1%
Value ($000) $4,899 (+9.1%) Shares 95,569 (+9.6%) Est. Cost $51.48 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,684 (-9.9%) Shares 62,743 (+1.3%) Est. Cost $47.38 Unrealized +25.3%
F FORD MTR CO 0.0%
Value ($000) $1,177 (+50.9%) Shares 89,676 (+37.6%) Est. Cost $11.72 Unrealized +9.5%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,951 (+25.3%) Shares 54,109 (+25.7%) Est. Cost $34.19 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1,978 (+24.7%) Shares 22,593 (+16.8%) Est. Cost $51.33 Unrealized +67.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $933 (+72.1%) Shares 14,509 (+84.2%) Est. Cost $56.89 Unrealized +17.6%
SHYG ISHARES TR 0.0%
Value ($000) $1,481 (+35.6%) Shares 34,539 (+36.9%) Est. Cost $43.01 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $7,408 (+5.4%) Shares 37,296 (+3.2%) Est. Cost $172.43 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $4,197 (+10.0%) Shares 19,131 (+13.1%) Est. Cost $218.13 Unrealized +11.9%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $4,462 (-7.8%) Shares 35,446 (+3.8%) Est. Cost $119.48 Unrealized +17.8%
MFS HIGH INCOME MUN TR 0.0%
Value ($000) $2,253 (+20.1%) Shares 608,800 (+20.8%) Est. Cost $3.61 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $3,850 (+10.7%) Shares 80,320 (+9.7%) Est. Cost $47.55 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $1,878 (-16.6%) Shares 12,261 (+401.3%) Est. Cost $167.20 Unrealized +2.6%
GRPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $6,620 (+5.9%) Shares 55,163 (+6.5%) Est. Cost $120.58 Unrealized
IBDV ISHARES TR 0.5%
Value ($000) $34,750 (+1.1%) Shares 1,574,557 (+1.4%) Est. Cost $22.15 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $3,918 (+10.1%) Shares 113,065 (+8.6%) Est. Cost $34.21 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $7,964 (+4.6%) Shares 386,616 (+4.5%) Est. Cost $20.57 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $4,006 (+9.6%) Shares 90,358 (+7.3%) Est. Cost $41.79 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $8,402 (+4.4%) Shares 38,231 (+2.5%) Est. Cost $193.37 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,766 (+5.4%) Shares 121,248 (+7.4%) Est. Cost $56.79 Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,491 (+30.5%) Shares 37,162 (+24.0%) Est. Cost $38.52 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $3,514 (+10.7%) Shares 141,107 (+13.3%) Est. Cost $25.57 Unrealized -2.1%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $20,316 (+1.7%) Shares 377,902 (+2.4%) Est. Cost $3560.97 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $6,353 (+5.5%) Shares 20,599 (+2.9%) Est. Cost $199.20 Unrealized +51.0%
ANGL VANECK ETF TRUST 0.2%
Value ($000) $13,408 (+2.4%) Shares 456,608 (+3.7%) Est. Cost $29.72 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $1,419 (+28.5%) Shares 38,549 (+21.3%) Est. Cost $35.11 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $3,713 (+9.3%) Shares 44,878 (+9.7%) Est. Cost $83.02 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $3,212 (+10.7%) Shares 31,499 (+8.1%) Est. Cost $99.71 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $6,087 (+5.4%) Shares 20,147 (+3.8%) Est. Cost $32146.46 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $1,377 (+29.0%) Shares 4,743 (+4.8%) Est. Cost $249.98 Unrealized +4.6%
IWP ISHARES TR 0.1%
Value ($000) $4,932 (+6.6%) Shares 36,017 (+10.9%) Est. Cost $13218.57 Unrealized
DERM JOURNEY MED CORP 0.0%
Value ($000) $3,010 (+11.3%) Shares 390,419 (+2.8%) Est. Cost $7.27 Unrealized +7.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $963 (+46.3%) Shares 10,477 (+22.1%) Est. Cost $80.49 Unrealized
CAIE CALAMOS ETF TR 0.0%
Value ($000) $1,930 (+18.7%) Shares 72,172 (+22.0%) Est. Cost $27.34 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $3,068 (+10.9%) Shares 21,683 (+8.3%) Est. Cost $124.26 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $1,061 (+39.6%) Shares 22,637 (+38.0%) Est. Cost $42.81 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $10,070 (+3.0%) Shares 166,865 (+1.4%) Est. Cost $56.15 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $747 (+66.2%) Shares 8,002 (+62.1%) Est. Cost $91.90 Unrealized
VCRB VANGUARD MALVERN FDS 0.1%
Value ($000) $5,166 (+6.0%) Shares 66,320 (+6.7%) Est. Cost $78.38 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $3,821 (+8.2%) Shares 173,508 (+9.4%) Est. Cost $22.26 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $1,201 (+31.5%) Shares 3,427 (+21.2%) Est. Cost $313.13 Unrealized +7.5%
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value ($000) $8,946 (+3.3%) Shares 366,596 (+2.8%) Est. Cost $24.30 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $679 (+71.4%) Shares 13,441 (+127.6%) Est. Cost $63.19 Unrealized +0.3%
DBEF DBX ETF TR 0.0%
Value ($000) $718 (+64.9%) Shares 14,920 (+59.1%) Est. Cost $47.05 Unrealized
DMBS DOUBLELINE ETF TRUST 0.0%
Value ($000) $760 (+55.0%) Shares 15,303 (+55.1%) Est. Cost $49.67 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $845 (+46.8%) Shares 10,985 (+64.7%) Est. Cost $82.62 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $2,557 (+11.7%) Shares 12,805 (+9.5%) Est. Cost $172.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $4,911 (+5.6%) Shares 153,175 (+3.0%) Est. Cost $30.90 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $1,128 (+30.1%) Shares 31,652 (+26.4%) Est. Cost $34.86 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $6,822 (+3.9%) Shares 70,862 (+4.2%) Est. Cost $95.91 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $1,150 (+28.4%) Shares 18,419 (+18.8%) Est. Cost $50.89 Unrealized +16.8%
IDV ISHARES TR 0.0%
Value ($000) $950 (+36.5%) Shares 24,079 (+26.5%) Est. Cost $31.39 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $7,748 (+3.4%) Shares 74,450 (+2.4%) Est. Cost $101.91 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $726 (+52.9%) Shares 21,799 (+56.8%) Est. Cost $33.85 Unrealized
TSPY ETF OPPORTUNITIES TRUST 0.1%
Value ($000) $8,516 (+3.0%) Shares 333,975 (+3.4%) Est. Cost $25.60 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $5,073 (+5.1%) Shares 124,558 (+13.4%) Est. Cost $39.70 Unrealized +2.0%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $10,559 (+2.4%) Shares 579,533 (+2.5%) Est. Cost $1631.95 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $5,698 (-4.1%) Shares 127,446 (+91.6%) Est. Cost $9322.81 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,068 (+29.7%) Shares 10,864 (+27.6%) Est. Cost $97.03 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $2,609 (+10.3%) Shares 32,879 (+4.8%) Est. Cost $59.18 Unrealized +32.9%
KHPI MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $860 (+39.1%) Shares 33,263 (+37.4%) Est. Cost $25.62 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $547 (+77.2%) Shares 16,783 (+71.5%) Est. Cost $31.96 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $1,488 (-13.6%) Shares 6,571 (+3.8%) Est. Cost $250.23 Unrealized -6.3%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $11,723 (-1.9%) Shares 710,885 (+2.0%) Est. Cost $136.21 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,111 (+7.9%) Shares 65,444 (+7.9%) Est. Cost $47.55 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $5,296 (+4.5%) Shares 113,136 (+4.5%) Est. Cost $41.62 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1,591 (+16.6%) Shares 35,876 (+11.0%) Est. Cost $33.90 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2,674 (+9.1%) Shares 6,870 (+18.3%) Est. Cost $281.93 Unrealized +46.7%
IUSV ISHARES TR 0.1%
Value ($000) $5,407 (+4.3%) Shares 52,732 (+1.7%) Est. Cost $23193.63 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $3,793 (+6.2%) Shares 34,512 (+7.5%) Est. Cost $40927.57 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $2,096 (+11.8%) Shares 76,605 (+7.7%) Est. Cost $19.55 Unrealized +29.8%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $1,696 (+14.8%) Shares 43,789 (+50.1%) Est. Cost $46.66 Unrealized
HYHG PROSHARES TR 0.0%
Value ($000) $1,023 (+26.5%) Shares 15,880 (+27.9%) Est. Cost $64.98 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,962 (+3.7%) Shares 201,351 (+2.0%) Est. Cost $963.58 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $1,907 (+12.6%) Shares 192,415 (+15.3%) Est. Cost $10.04 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,971 (+7.7%) Shares 139,948 (+8.1%) Est. Cost $21.30 Unrealized
GPZ VANECK ETF TRUST 0.2%
Value ($000) $13,467 (+1.6%) Shares 496,037 (+3.4%) Est. Cost $27.61 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,970 (+12.1%) Shares 94,294 (+15.7%) Est. Cost $21.13 Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value ($000) $595 (-26.0%) Shares 24,779 (+18.8%) Est. Cost $35.95 Unrealized +6.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $5,267 (-3.8%) Shares 87,620 (+1.4%) Est. Cost $45.61 Unrealized +31.7%
AVMC AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,672 (+14.2%) Shares 23,676 (+12.5%) Est. Cost $69.70 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $2,969 (+7.4%) Shares 30,683 (+5.8%) Est. Cost $89.76 Unrealized +8.2%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $10,782 (+1.9%) Shares 236,813 (+1.9%) Est. Cost $40.77 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $4,207 (+5.1%) Shares 66,738 (+7.9%) Est. Cost $67.09 Unrealized -9.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $698 (+41.1%) Shares 4,644 (+34.4%) Est. Cost $151.83 Unrealized -3.1%
CDX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $3,084 (+6.9%) Shares 138,482 (+9.9%) Est. Cost $22.76 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $681 (+39.9%) Shares 16,756 (+35.2%) Est. Cost $39.62 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $3,662 (+5.5%) Shares 56,875 (+1.8%) Est. Cost $54.80 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1,370 (+16.2%) Shares 44,851 (+10.0%) Est. Cost $24.10 Unrealized +15.7%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $3,841 (+5.2%) Shares 49,410 (+3.3%) Est. Cost $73.17 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $606 (+45.7%) Shares 13,910 (+50.5%) Est. Cost $40.16 Unrealized +13.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $907 (+26.5%) Shares 9,003 (+26.5%) Est. Cost $100.71 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $6,307 (-2.9%) Shares 26,155 (+1.2%) Est. Cost $228.70 Unrealized +4.9%
SCHJ SCHWAB STRATEGIC TR 0.1%
Value ($000) $5,576 (+3.4%) Shares 223,951 (+3.6%) Est. Cost $24.94 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $8,530 (+2.2%) Shares 85,837 (+1.7%) Est. Cost $98.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1,448 (-11.0%) Shares 28,960 (+1.2%) Est. Cost $55.03 Unrealized -2.4%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $462 (-27.9%) Shares 34,346 (+1.5%) Est. Cost $14.52 Unrealized +7.1%
SLB SLB LIMITED 0.0%
Value ($000) $1,061 (+20.2%) Shares 27,461 (+6.9%) Est. Cost $42.61 Unrealized -15.4%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $1,669 (+11.8%) Shares 13,718 (+3.1%) Est. Cost $117.31 Unrealized +7.0%
PFFA ETFIS SER TR I 0.0%
Value ($000) $943 (+23.0%) Shares 43,770 (+23.9%) Est. Cost $21.68 Unrealized
OBIL RBB FD INC 0.0%
Value ($000) $519 (+50.6%) Shares 10,331 (+50.9%) Est. Cost $50.26 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $8,315 (+2.1%) Shares 313,878 (+3.9%) Est. Cost $475.75 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $8,126 (+2.2%) Shares 56,703 (+9.5%) Est. Cost $148.27 Unrealized -0.7%
IXN ISHARES TR 0.0%
Value ($000) $913 (+23.3%) Shares 8,694 (+21.2%) Est. Cost $95.19 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,122 (+17.5%) Shares 22,802 (+9.2%) Est. Cost $44.46 Unrealized +3.0%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $907 (+22.5%) Shares 46,928 (+6.1%) Est. Cost $15.70 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $623 (+35.7%) Shares 3,212 (+30.8%) Est. Cost $216.50 Unrealized -12.4%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1,112 (+16.9%) Shares 8,483 (+30.0%) Est. Cost $110.47 Unrealized +24.6%
SHY ISHARES TR 0.0%
Value ($000) $747 (+27.1%) Shares 9,019 (+27.4%) Est. Cost $82.33 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $952 (+19.9%) Shares 10,258 (+21.1%) Est. Cost $93.58 Unrealized
NOV NOV INC 0.0%
Value ($000) $949 (+19.9%) Shares 60,711 (+1.6%) Est. Cost $15.61 Unrealized -4.9%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $2,202 (+7.7%) Shares 9,128 (+4.9%) Est. Cost $161.66 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $606 (+34.9%) Shares 2,950 (+3.0%) Est. Cost $123.72 Unrealized +51.7%
CALC CALCIMEDICA INC 0.0%
Value ($000) $234 (+202.6%) Shares 35,484 (+41.4%) Est. Cost $3.18 Unrealized +22.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,153 (-11.7%) Shares 21,216 (+1.5%) Est. Cost $62.57 Unrealized -8.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $471 (-24.0%) Shares 2,110 (+1.4%) Est. Cost $207.16 Unrealized +28.1%
MCO MOODYS CORP 0.0%
Value ($000) $1,233 (+13.7%) Shares 2,414 (+6.1%) Est. Cost $400.44 Unrealized +21.7%
DEM WISDOMTREE TR 0.0%
Value ($000) $933 (+18.4%) Shares 19,936 (+16.4%) Est. Cost $46.10 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $807 (+21.9%) Shares 11,100 (+13.3%) Est. Cost $68.12 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $2,810 (+5.4%) Shares 40,193 (+8.2%) Est. Cost $71.58 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $699 (+25.9%) Shares 11,639 (+15.9%) Est. Cost $70.91 Unrealized -19.2%
VNOM VIPER ENERGY INC 0.0%
Value ($000) $857 (+19.7%) Shares 22,183 (+18.4%) Est. Cost $38.06 Unrealized -0.5%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $759 (+22.7%) Shares 23,056 (+17.9%) Est. Cost $31.83 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $849 (+19.8%) Shares 13,362 (+22.7%) Est. Cost $64.76 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1,021 (+15.7%) Shares 8,501 (+5.9%) Est. Cost $75.29 Unrealized +52.5%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $15,371 (+0.9%) Shares 612,874 (+1.1%) Est. Cost $31.03 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $362 (+61.4%) Shares 15,786 (+61.3%) Est. Cost $22.90 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,833 (+8.0%) Shares 342 (+8.9%) Est. Cost $4115.64 Unrealized +24.8%
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $759 (+21.8%) Shares 12,914 (+18.7%) Est. Cost $57.49 Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $397 (+51.8%) Shares 107,263 (+8.7%) Est. Cost $1.97 Unrealized +64.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $716 (+23.2%) Shares 5,192 (+20.3%) Est. Cost $184.69 Unrealized -25.9%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,788 (+5.1%) Shares 87,957 (+7.1%) Est. Cost $32.27 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,331 (+11.1%) Shares 6,377 (+6.9%) Est. Cost $175.21 Unrealized +10.0%
URA GLOBAL X FDS 0.0%
Value ($000) $2,518 (-5.0%) Shares 56,181 (+1.1%) Est. Cost $28.76 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,959 (+7.2%) Shares 25,216 (+8.2%) Est. Cost $77.02 Unrealized
BLCV BLACKROCK ETF TRUST 0.0%
Value ($000) $554 (+30.6%) Shares 14,853 (+25.6%) Est. Cost $36.17 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $1,360 (+10.0%) Shares 18,512 (+7.1%) Est. Cost $71.66 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $1,021 (+13.8%) Shares 25,183 (+16.1%) Est. Cost $41.25 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $625 (+24.7%) Shares 1,224 (+3.2%) Est. Cost $311.46 Unrealized +49.7%
MSTX TIDAL TRUST II 0.0%
Value ($000) $86 (-58.8%) Shares 22,382 (+128.7%) Est. Cost $11.52 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,631 (+8.2%) Shares 44,984 (+5.9%) Est. Cost $33.67 Unrealized +6.0%
KBH KB HOME 0.0%
Value ($000) $1,071 (-10.1%) Shares 18,992 (+1.5%) Est. Cost $59.55 Unrealized +2.7%
HEFA ISHARES TR 0.0%
Value ($000) $1,842 (+6.7%) Shares 44,536 (+2.2%) Est. Cost $36.57 Unrealized
UITB VICTORY PORTFOLIOS II 0.1%
Value ($000) $5,452 (+2.2%) Shares 115,132 (+2.5%) Est. Cost $47.52 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $1,072 (+12.1%) Shares 89,193 (+9.0%) Est. Cost $11.62 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $5,084 (+2.3%) Shares 99,428 (+1.5%) Est. Cost $50.71 Unrealized
ZECP ZACKS TRUST 0.0%
Value ($000) $864 (+15.2%) Shares 24,667 (+10.5%) Est. Cost $33.75 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $672 (+20.3%) Shares 3,308 (+3.6%) Est. Cost $149.31 Unrealized +24.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $3,738 (+3.1%) Shares 28,165 (+1.9%) Est. Cost $115.30 Unrealized +14.8%
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value ($000) $365 (+42.1%) Shares 18,101 (+49.0%) Est. Cost $20.80 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $735 (+17.2%) Shares 54,295 (+17.4%) Est. Cost $13.47 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $699 (+17.7%) Shares 1,498 (+7.5%) Est. Cost $336.63 Unrealized +37.8%
STT STATE STR CORP 0.0%
Value ($000) $369 (+39.1%) Shares 2,856 (+25.1%) Est. Cost $96.57 Unrealized +23.2%
MCK MCKESSON CORP 0.0%
Value ($000) $1,420 (+7.8%) Shares 1,729 (+1.5%) Est. Cost $552.83 Unrealized +47.5%
IWB ISHARES TR 0.0%
Value ($000) $2,142 (+5.0%) Shares 5,737 (+2.8%) Est. Cost $19625.39 Unrealized
STXG EA SERIES TRUST 0.0%
Value ($000) $1,169 (+9.5%) Shares 22,962 (+7.5%) Est. Cost $49.99 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $2,489 (+4.2%) Shares 49,966 (+4.2%) Est. Cost $49.83 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $1,360 (+7.8%) Shares 44,381 (+1.6%) Est. Cost $27.28 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $7,203 (+1.4%) Shares 160,041 (+2.4%) Est. Cost $41.23 Unrealized
AVDS AMERICAN CENTY ETF TR 0.0%
Value ($000) $472 (+24.9%) Shares 6,757 (+20.9%) Est. Cost $67.94 Unrealized
SRE SEMPRA 0.0%
Value ($000) $387 (+32.1%) Shares 4,353 (+33.7%) Est. Cost $85.82 Unrealized +5.5%
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $840 (+12.5%) Shares 20,580 (+11.2%) Est. Cost $40.40 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,331 (+7.6%) Shares 52,892 (+7.6%) Est. Cost $25.19 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,021 (-8.3%) Shares 24,683 (+4.8%) Est. Cost $44.23 Unrealized -6.1%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $531 (+20.8%) Shares 56,047 (+16.1%) Est. Cost $9.02 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $4,409 (+2.1%) Shares 223,336 (+2.0%) Est. Cost $19.71 Unrealized
NUVEEN VIRGINIA QLTY MUNCPL 0.0%
Value ($000) $973 (+10.3%) Shares 87,869 (+15.6%) Est. Cost $11.28 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $523 (+21.0%) Shares 29,907 (+19.4%) Est. Cost $14.81 Unrealized +10.0%
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,269 (+7.2%) Shares 63,834 (+7.7%) Est. Cost $19.41 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $439 (+24.0%) Shares 4,700 (+23.8%) Est. Cost $92.62 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $456 (+21.5%) Shares 26,361 (+28.5%) Est. Cost $21.38 Unrealized -17.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,542 (-5.0%) Shares 2,705 (+1.6%) Est. Cost $450.61 Unrealized +28.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $525 (+17.9%) Shares 3,965 (+16.1%) Est. Cost $118.17 Unrealized
CLOB VANECK ETF TRUST 0.0%
Value ($000) $480 (+19.9%) Shares 9,475 (+20.7%) Est. Cost $50.93 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $798 (+10.6%) Shares 7,070 (+1.7%) Est. Cost $110.55 Unrealized -3.7%
DVY ISHARES TR 0.0%
Value ($000) $607 (+14.4%) Shares 4,300 (+15.2%) Est. Cost $125.80 Unrealized
VMI VALMONT INDS INC 0.0%
Value ($000) $1,392 (+5.8%) Shares 3,454 (+1.8%) Est. Cost $324.28 Unrealized +25.5%
WELL WELLTOWER INC 0.0%
Value ($000) $1,129 (+7.1%) Shares 6,082 (+2.8%) Est. Cost $129.03 Unrealized +44.5%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $300 (-19.7%) Shares 1,235 (+2.6%) Est. Cost $111.66 Unrealized +170.4%
PRFD PIMCO ETF TR 0.0%
Value ($000) $2,380 (+3.2%) Shares 45,994 (+3.3%) Est. Cost $51.80 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $382 (+23.6%) Shares 1,839 (+5.8%) Est. Cost $199.32 Unrealized -9.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $558 (+15.0%) Shares 9,525 (+20.1%) Est. Cost $54.14 Unrealized +10.4%
SHLD GLOBAL X FDS 0.0%
Value ($000) $555 (+15.0%) Shares 8,531 (+24.2%) Est. Cost $62.65 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $2,041 (+3.7%) Shares 44,479 (+54.9%) Est. Cost $39.79 Unrealized +14.5%
MSIF MSC INCOME FUND INC 0.0%
Value ($000) $238 (+43.3%) Shares 17,596 (+39.4%) Est. Cost $14.42 Unrealized -7.9%
IYH ISHARES TR 0.0%
Value ($000) $382 (+22.8%) Shares 5,875 (+10.7%) Est. Cost $61.97 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $816 (+9.3%) Shares 7,972 (+9.6%) Est. Cost $100.79 Unrealized +1.4%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,329 (+3.1%) Shares 45,871 (+3.0%) Est. Cost $50.73 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $13,775 (+0.5%) Shares 95,681 (+96.8%) Est. Cost $2096.95 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,052 (+7.0%) Shares 28,709 (+2.4%) Est. Cost $39.57 Unrealized -12.2%
REZ ISHARES TR 0.0%
Value ($000) $360 (+23.7%) Shares 4,355 (+27.2%) Est. Cost $84.48 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $6,688 (+1.0%) Shares 82,951 (+1.7%) Est. Cost $11556.37 Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.1%
Value ($000) $4,224 (-1.6%) Shares 473,050 (+12.0%) Est. Cost $10.10 Unrealized -7.8%
HPQ HP INC 0.0%
Value ($000) $351 (-16.0%) Shares 15,582 (+1.4%) Est. Cost $30.34 Unrealized -16.8%
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $1,461 (+4.8%) Shares 56,168 (+4.7%) Est. Cost $25.98 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $3,177 (-2.0%) Shares 109,311 (+6.8%) Est. Cost $31.51 Unrealized
SWAN AMPLIFY ETF TR 0.0%
Value ($000) $2,355 (+2.9%) Shares 72,529 (+2.0%) Est. Cost $32.19 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $408 (+19.2%) Shares 47,483 (+82.4%) Est. Cost $12.41 Unrealized -14.5%
DAPP VANECK ETF TRUST 0.0%
Value ($000) $526 (-11.0%) Shares 31,827 (+17.1%) Est. Cost $20.99 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $226 (-22.3%) Shares 6,508 (+85.5%) Est. Cost $69.92 Unrealized +12.3%
REPL REPLIMUNE GROUP INC 0.0%
Value ($000) $107 (+153.6%) Shares 11,041 (+9.3%) Est. Cost $6.57 Unrealized +29.4%
RACE FERRARI N V 0.0%
Value ($000) $410 (+18.8%) Shares 1,110 (+55.9%) Est. Cost $434.34 Unrealized -7.9%
GSK GSK PLC 0.0%
Value ($000) $374 (+20.5%) Shares 7,565 (+5.1%) Est. Cost $39.50 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $1,171 (+5.7%) Shares 110,133 (+2.6%) Est. Cost $10.33 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $814 (+8.1%) Shares 64,335 (+5.0%) Est. Cost $12.32 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $323 (+22.8%) Shares 9,429 (+18.1%) Est. Cost $33.10 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $313 (+23.0%) Shares 26,926 (+20.5%) Est. Cost $11.25 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $262 (+28.1%) Shares 9,276 (+11.5%) Est. Cost $25.33 Unrealized +3.8%
LEN LENNAR CORP 0.0%
Value ($000) $270 (-17.3%) Shares 2,623 (+1.4%) Est. Cost $132.71 Unrealized -9.0%
ISTB ISHARES TR 0.0%
Value ($000) $355 (+18.1%) Shares 7,287 (+18.4%) Est. Cost $47.92 Unrealized
SMMU PIMCO ETF TR 0.0%
Value ($000) $1,125 (+5.0%) Shares 22,262 (+5.0%) Est. Cost $50.57 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $258 (+26.0%) Shares 42,156 (+6.8%) Est. Cost $6.78 Unrealized -11.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $604 (+9.6%) Shares 11,866 (+19.5%) Est. Cost $5928.17 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $548 (-8.8%) Shares 12,221 (+25.1%) Est. Cost $48.83 Unrealized +14.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $331 (+18.5%) Shares 1,152 (+7.1%) Est. Cost $245.36 Unrealized +10.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $314 (+19.6%) Shares 4,089 (+5.0%) Est. Cost $53.38 Unrealized +34.2%
VRSN VERISIGN INC 0.0%
Value ($000) $723 (-6.6%) Shares 2,977 (+7.5%) Est. Cost $234.99 Unrealized +6.7%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $451 (+12.6%) Shares 7,719 (+2.5%) Est. Cost $35.16 Unrealized +52.4%
ETHV VANECK ETHEREUM TR 0.0%
Value ($000) $448 (-10.1%) Shares 10,308 (+26.1%) Est. Cost $57.31 Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.0%
Value ($000) $2,297 (-2.1%) Shares 100,157 (+2.6%) Est. Cost $24.00 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $709 (+7.4%) Shares 5,024 (+5.0%) Est. Cost $127.38 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $619 (+8.6%) Shares 9,234 (+9.6%) Est. Cost $55.40 Unrealized +16.5%
MFS GOVT MKTS INCOME TR 0.1%
Value ($000) $4,121 (+1.2%) Shares 1,362,236 (+4.4%) Est. Cost $3.12 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $3,572 (-1.3%) Shares 40,369 (+1.9%) Est. Cost $89.87 Unrealized
RDNT RADNET INC 0.0%
Value ($000) $896 (-5.1%) Shares 12,563 (+1.3%) Est. Cost $45.57 Unrealized +69.4%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $238 (+25.2%) Shares 17,888 (+15.0%) Est. Cost $10.51 Unrealized +20.1%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $405 (+13.0%) Shares 2,587 (+12.1%) Est. Cost $123.28 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $377 (+14.1%) Shares 3,928 (+7.9%) Est. Cost $92.09 Unrealized -0.6%
IYT ISHARES TR 0.0%
Value ($000) $311 (+16.9%) Shares 4,171 (+12.5%) Est. Cost $69.55 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $327 (+15.3%) Shares 2,556 (+2.2%) Est. Cost $75.79 Unrealized +50.5%
HYD VANECK ETF TRUST 0.0%
Value ($000) $657 (+6.8%) Shares 12,843 (+6.4%) Est. Cost $51.15 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $932 (+4.7%) Shares 3,542 (+8.9%) Est. Cost $222.71 Unrealized +19.3%
EEMS ISHARES INC 0.0%
Value ($000) $1,508 (+2.8%) Shares 22,351 (+3.5%) Est. Cost $67.89 Unrealized
KBWY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5,111 (+0.8%) Shares 331,197 (+4.1%) Est. Cost $15.93 Unrealized
STXV EA SERIES TRUST 0.0%
Value ($000) $739 (+5.4%) Shares 22,084 (+1.9%) Est. Cost $32.37 Unrealized
IOT SAMSARA INC 0.0%
Value ($000) $1,045 (-3.5%) Shares 29,487 (+1.4%) Est. Cost $37.16 Unrealized +4.1%
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $548 (+7.3%) Shares 12,676 (+4.5%) Est. Cost $42.18 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $285 (+14.5%) Shares 3,583 (+56.4%) Est. Cost $136.82 Unrealized -34.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $644 (+5.8%) Shares 8,742 (+7.1%) Est. Cost $78.50 Unrealized -6.2%
WEN WENDYS CO 0.0%
Value ($000) $226 (+18.4%) Shares 27,140 (+30.2%) Est. Cost $9.89 Unrealized -12.8%
PCAR PACCAR INC 0.0%
Value ($000) $239 (+16.9%) Shares 2,155 (+3.7%) Est. Cost $97.06 Unrealized +4.3%
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $424 (+8.8%) Shares 2,652 (+9.4%) Est. Cost $160.59 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $340 (+10.9%) Shares 8,144 (+15.0%) Est. Cost $36.30 Unrealized +17.4%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $222 (-13.0%) Shares 10,023 (+17.0%) Est. Cost $19.72 Unrealized +65.4%
IBMR ISHARES TR 0.1%
Value ($000) $3,904 (+0.9%) Shares 153,538 (+1.3%) Est. Cost $25.53 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $475 (-6.3%) Shares 9,057 (+1.8%) Est. Cost $52.34 Unrealized +2.1%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $300 (+11.9%) Shares 17,703 (+11.7%) Est. Cost $16.90 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $369 (+9.0%) Shares 19,608 (+8.9%) Est. Cost $18.81 Unrealized
SMIZ ZACKS TRUST 0.0%
Value ($000) $307 (+10.8%) Shares 8,252 (+11.2%) Est. Cost $37.34 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $250 (+13.5%) Shares 1,738 (+14.9%) Est. Cost $126.45 Unrealized +21.6%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,088 (+2.8%) Shares 9,557 (+2.6%) Est. Cost $113.62 Unrealized
UTES ETFIS SER TR I 0.0%
Value ($000) $656 (+4.7%) Shares 8,312 (+10.6%) Est. Cost $83.01 Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $415 (+7.4%) Shares 9,849 (+9.8%) Est. Cost $42.95 Unrealized
TAOX TAO SYNERGIES INC 0.0%
Value ($000) $116 (+32.2%) Shares 31,475 (+135.3%) Est. Cost $7.01 Unrealized -2.1%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $458 (+6.3%) Shares 2,013 (+2.6%) Est. Cost $153.66 Unrealized +50.5%
GWW WW GRAINGER INC 0.0%
Value ($000) $315 (+9.4%) Shares 312 (+3.3%) Est. Cost $948.05 Unrealized +2.2%
URNM SPROTT FDS TR 0.0%
Value ($000) $413 (-6.1%) Shares 7,519 (+3.3%) Est. Cost $60.25 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $399 (+7.2%) Shares 11,128 (+4.2%) Est. Cost $34.88 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1,131 (-2.3%) Shares 10,721 (+6.2%) Est. Cost $89.28 Unrealized +23.5%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $446 (+6.2%) Shares 7,646 (+3.6%) Est. Cost $56.97 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $607 (-4.0%) Shares 24,545 (+25.6%) Est. Cost $30.81 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $771 (-3.2%) Shares 32,553 (+1.3%) Est. Cost $29.49 Unrealized -22.1%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $269 (+10.1%) Shares 3,435 (+2.0%) Est. Cost $76.50 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $112 (+28.4%) Shares 14,762 (+28.7%) Est. Cost $7.49 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $661 (+3.9%) Shares 3,159 (+6.6%) Est. Cost $173.23 Unrealized +17.8%
IBMQ ISHARES TR 0.0%
Value ($000) $1,216 (+2.0%) Shares 47,539 (+2.3%) Est. Cost $25.64 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $261 (+10.0%) Shares 1,927 (+12.4%) Est. Cost $131.11 Unrealized +3.5%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $314 (-6.9%) Shares 58,153 (+12.4%) Est. Cost $6.42 Unrealized +1.8%
GPC GENUINE PARTS CO 0.0%
Value ($000) $484 (-4.5%) Shares 3,903 (+6.8%) Est. Cost $119.80 Unrealized +7.4%
ELFY ALPS ETF TR 0.0%
Value ($000) $334 (+7.3%) Shares 9,486 (+9.2%) Est. Cost $35.75 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,682 (+0.8%) Shares 28,647 (+1.9%) Est. Cost $101.75 Unrealized -11.5%
SAP SAP SE 0.0%
Value ($000) $297 (-6.8%) Shares 1,224 (+2.5%) Est. Cost $259.06 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $432 (-4.7%) Shares 1,461 (+2.2%) Est. Cost $249.75 Unrealized +21.1%
RPM RPM INTL INC 0.0%
Value ($000) $326 (-6.2%) Shares 3,133 (+6.3%) Est. Cost $91.03 Unrealized +18.9%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $303 (+7.1%) Shares 1,802 (+6.9%) Est. Cost $139.30 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $265 (+7.2%) Shares 5,831 (+5.1%) Est. Cost $44.63 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $318 (+6.0%) Shares 3,250 (+17.6%) Est. Cost $105.77 Unrealized -2.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $215 (-7.4%) Shares 3,063 (+1.1%) Est. Cost $69.98 Unrealized +3.9%
DHI D R HORTON INC 0.0%
Value ($000) $221 (-7.3%) Shares 1,531 (+9.1%) Est. Cost $156.24 Unrealized -2.7%
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $327 (+5.5%) Shares 8,539 (+2.4%) Est. Cost $37.23 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $425 (+4.2%) Shares 2,635 (+26.5%) Est. Cost $165.33 Unrealized +10.0%
BKGI BNY MELLON ETF TRUST 0.0%
Value ($000) $228 (+7.9%) Shares 5,621 (+3.6%) Est. Cost $39.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,122 (-1.4%) Shares 9,396 (+97.8%) Est. Cost $164.58 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $339 (+5.1%) Shares 6,534 (+7.2%) Est. Cost $52.82 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $422 (+4.1%) Shares 4,251 (+5.3%) Est. Cost $96.88 Unrealized +2.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $247 (-6.2%) Shares 3,428 (+2.2%) Est. Cost $191.63 Unrealized -61.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $325 (+5.3%) Shares 6,190 (+30.2%) Est. Cost $57.99 Unrealized +3.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $280 (+6.2%) Shares 4,392 (+7.0%) Est. Cost $79.72 Unrealized -23.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $2,242 (-0.7%) Shares 7,009 (+2.1%) Est. Cost $353.64 Unrealized -8.8%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $670 (+2.4%) Shares 28,286 (+3.6%) Est. Cost $23.93 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $988 (+1.6%) Shares 66,705 (+2.4%) Est. Cost $18.00 Unrealized -18.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $384 (+3.9%) Shares 697 (+2.3%) Est. Cost $364.19 Unrealized +53.1%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $250 (-5.4%) Shares 5,484 (+1.2%) Est. Cost $37.39 Unrealized +26.6%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $261 (+5.7%) Shares 5,313 (+7.1%) Est. Cost $50.93 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $407 (+3.5%) Shares 2,516 (+2.4%) Est. Cost $177.73 Unrealized -12.8%
BITF BITFARMS LTD 0.0%
Value ($000) $100 (+15.9%) Shares 42,410 (+39.0%) Est. Cost $2.08 Unrealized +64.8%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $381 (+3.7%) Shares 4,185 (+1.0%) Est. Cost $23723.38 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $25,031 (+0.1%) Shares 215,035 (+1.5%) Est. Cost $100.65 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $202 (-6.1%) Shares 7,886 (+5.7%) Est. Cost $28.62 Unrealized
BP BP PLC 0.0%
Value ($000) $621 (+2.1%) Shares 17,867 (+1.3%) Est. Cost $34.59 Unrealized
SPBO SPDR SERIES TRUST 0.0%
Value ($000) $230 (+5.7%) Shares 7,843 (+6.8%) Est. Cost $29.61 Unrealized
PPTY ETF SER SOLUTIONS 0.1%
Value ($000) $4,383 (-0.3%) Shares 145,568 (+2.6%) Est. Cost $30.97 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $247 (+5.0%) Shares 2,995 (+2.5%) Est. Cost $74.38 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $502 (+2.2%) Shares 6,083 (+1.6%) Est. Cost $72.58 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $221 (-4.7%) Shares 4,197 (+86.9%) Est. Cost $79.85 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $484 (+2.3%) Shares 27,128 (+7.6%) Est. Cost $12.61 Unrealized +37.9%
QBIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $367 (+2.9%) Shares 9,539 (+1.0%) Est. Cost $37.78 Unrealized
UYG PROSHARES TR 0.0%
Value ($000) $222 (-4.3%) Shares 2,424 (+3.5%) Est. Cost $89.25 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $456 (-2.1%) Shares 1,600 (+5.5%) Est. Cost $258.81 Unrealized +13.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,353 (+0.7%) Shares 28,286 (+6.2%) Est. Cost $40.24 Unrealized +17.1%
CGHM CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $387 (+2.3%) Shares 15,200 (+1.5%) Est. Cost $25.29 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $232 (+3.8%) Shares 2,510 (+4.7%) Est. Cost $81.88 Unrealized +15.5%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1,040 (+0.8%) Shares 21,517 (+3.2%) Est. Cost $6348.94 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $791 (+1.0%) Shares 13,463 (+1.2%) Est. Cost $58.83 Unrealized
MUST COLUMBIA ETF TR I 0.0%
Value ($000) $303 (+2.7%) Shares 14,719 (+2.3%) Est. Cost $20.53 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $2,274 (-0.3%) Shares 13,038 (+2.1%) Est. Cost $207.14 Unrealized -13.2%
TSLL DIREXION SHS ETF TR 0.0%
Value ($000) $2,195 (-0.3%) Shares 114,860 (+10.1%) Est. Cost $20.93 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $5,181 (-0.1%) Shares 63,407 (+19.7%) Est. Cost $73.91 Unrealized +21.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $379 (-1.8%) Shares 2,329 (+2.7%) Est. Cost $149.93 Unrealized +12.6%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $70 (+10.0%) Shares 11,166 (+10.7%) Est. Cost $6.76 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,863 (-0.2%) Shares 40,072 (+6.2%) Est. Cost $75.75 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $445 (+1.4%) Shares 2,940 (+1.9%) Est. Cost $134.16 Unrealized +10.1%
EVRG EVERGY INC 0.0%
Value ($000) $252 (-2.3%) Shares 3,483 (+2.4%) Est. Cost $65.81 Unrealized +14.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $242 (+2.4%) Shares 1,184 (+1.1%) Est. Cost $165.65 Unrealized +21.8%
MET METLIFE INC 0.0%
Value ($000) $2,102 (-0.3%) Shares 26,629 (+4.1%) Est. Cost $77.61 Unrealized +1.7%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $389 (-1.4%) Shares 16,152 (+1.5%) Est. Cost $26.91 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $162 (+3.3%) Shares 14,504 (+5.6%) Est. Cost $11.38 Unrealized
BDC BELDEN INC 0.0%
Value ($000) $256 (-1.9%) Shares 2,196 (+1.2%) Est. Cost $110.78 Unrealized +5.3%
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $366 (+1.3%) Shares 10,240 (+1.6%) Est. Cost $34.83 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $295 (+1.4%) Shares 2,424 (+2.1%) Est. Cost $122.46 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $113 (-3.3%) Shares 14,451 (+1.1%) Est. Cost $8.54 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value ($000) $273 (+1.3%) Shares 12,096 (+3.5%) Est. Cost $23.33 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $339 (+1.0%) Shares 1,862 (+3.8%) Est. Cost $180.84 Unrealized +0.7%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $679 (+0.5%) Shares 20,731 (+2.4%) Est. Cost $30.89 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $871 (-0.3%) Shares 11,822 (+11.4%) Est. Cost $73.01 Unrealized +3.4%
QDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $219 (+1.2%) Shares 6,725 (+10.7%) Est. Cost $35.31 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,548 (+0.2%) Shares 5,530 (+15.8%) Est. Cost $186.39 Unrealized +51.1%
KR KROGER CO 0.0%
Value ($000) $913 (+0.3%) Shares 14,620 (+8.2%) Est. Cost $64.20 Unrealized +1.6%
NXG CUSHING MIDSTREAM ENERGY 0.0%
Value ($000) $1,986 (-0.1%) Shares 50,867 (+17.5%) Est. Cost $42.38 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $360 (+0.6%) Shares 7,742 (+1.7%) Est. Cost $42.99 Unrealized +8.8%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $258 (-0.6%) Shares 1,004 (+1.0%) Est. Cost $261.15 Unrealized -2.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $380 (+0.1%) Shares 2,189 (+10.0%) Est. Cost $147.28 Unrealized +23.6%

Exited Positions (57)

BAX BAXTER INTL INC 0.0%
Value ($000) $3,064 Shares 134,545 Est. Cost $25.75 Unrealized -22.3%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $1,848 Shares 7,613 Est. Cost $267.73 Unrealized -0.5%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1,541 Shares 30,442 Est. Cost $50.27 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1,036 Shares 14,576 Est. Cost $60.90 Unrealized +25.3%
HFGO HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $856 Shares 31,548 Est. Cost $27.12 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $742 Shares 14,850 Est. Cost $49.98 Unrealized
YINN DIREXION SHS ETF TR 0.0%
Value ($000) $651 Shares 12,000 Est. Cost $54.29 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $647 Shares 17,954 Est. Cost $36.03 Unrealized
MAXI SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $612 Shares 22,031 Est. Cost $27.80 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $523 Shares 560 Est. Cost $407.01 Unrealized -25.1%
TIDAL TRUST II 0.0%
Value ($000) $481 Shares 51,000 Est. Cost $9.43 Unrealized
QQH NORTHERN LTS FD TR III 0.0%
Value ($000) $465 Shares 6,087 Est. Cost $76.32 Unrealized
FIG FIGMA INC 0.0%
Value ($000) $425 Shares 8,185 Est. Cost $68.66 Unrealized -34.2%
IMCG ISHARES TR 0.0%
Value ($000) $421 Shares 5,092 Est. Cost $80.30 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $389 Shares 25,943 Est. Cost $14.98 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $361 Shares 4,630 Est. Cost $31.58 Unrealized +18.4%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $361 Shares 12,920 Est. Cost $26.00 Unrealized -0.1%
QDPL PACER FDS TR 0.0%
Value ($000) $342 Shares 8,158 Est. Cost $41.90 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $330 Shares 5,523 Est. Cost $55.33 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $324 Shares 1,277 Est. Cost $292.68 Unrealized -23.2%
UNILEVER PLC 0.0%
Value ($000) $318 Shares 5,356 Est. Cost $63.83 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $314 Shares 11,363 Est. Cost $27.64 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $302 Shares 3,064 Est. Cost $91.87 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $294 Shares 33,529 Est. Cost $8.94 Unrealized -2.9%
IT GARTNER INC 0.0%
Value ($000) $278 Shares 1,058 Est. Cost $420.36 Unrealized -42.7%
ACM AECOM 0.0%
Value ($000) $267 Shares 2,043 Est. Cost $120.14 Unrealized -2.4%
ITB ISHARES TR 0.0%
Value ($000) $259 Shares 2,413 Est. Cost $107.25 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $258 Shares 7,911 Est. Cost $30.52 Unrealized -4.0%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $257 Shares 6,628 Est. Cost $25.88 Unrealized +61.8%
JOE ST JOE CO 0.0%
Value ($000) $253 Shares 5,120 Est. Cost $50.41 Unrealized +11.1%
PROSHARES TR 0.0%
Value ($000) $253 Shares 17,523 Est. Cost $14.45 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $247 Shares 7,776 Est. Cost $30.61 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $245 Shares 2,443 Est. Cost $100.23 Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value ($000) $243 Shares 8,157 Est. Cost $29.82 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $239 Shares 2,744 Est. Cost $80.70 Unrealized
KELLANOVA 0.0%
Value ($000) $238 Shares 2,906 Est. Cost $78.61 Unrealized +5.1%
AL AIR LEASE CORP 0.0%
Value ($000) $238 Shares 3,742 Est. Cost $46.30 Unrealized +37.6%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $226 Shares 1,348 Est. Cost $175.19 Unrealized -7.9%
GGG GRACO INC 0.0%
Value ($000) $221 Shares 2,603 Est. Cost $84.92 Unrealized -3.5%
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $219 Shares 2,725 Est. Cost $85.32 Unrealized -14.5%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $219 Shares 2,745 Est. Cost $71.60 Unrealized +3.7%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $218 Shares 7,995 Est. Cost $26.53 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $215 Shares 1,247 Est. Cost $161.01 Unrealized +1.1%
L LOEWS CORP 0.0%
Value ($000) $214 Shares 2,131 Est. Cost $94.44 Unrealized +9.3%
HSCZ ISHARES TR 0.0%
Value ($000) $209 Shares 5,552 Est. Cost $37.62 Unrealized
CPRT COPART INC 0.0%
Value ($000) $208 Shares 4,621 Est. Cost $54.80 Unrealized -24.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $207 Shares 2,269 Est. Cost $90.13 Unrealized -1.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $207 Shares 7,859 Est. Cost $26.30 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $206 Shares 5,379 Est. Cost $38.36 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $122 Shares 15,371 Est. Cost $7.91 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $98 Shares 10,292 Est. Cost $9.50 Unrealized
GNFTY GENFIT S A 0.0%
Value ($000) $71 Shares 18,750 Est. Cost $3.80 Unrealized
ADNH ADVENT TECHNOLOGIES HOLDNG I 0.0%
Value ($000) $55 Shares 16,500 Est. Cost $2.93 Unrealized -52.5%
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 13,373 Est. Cost $2.45 Unrealized -50.4%
XTIA XTI AEROSPACE INC 0.0%
Value ($000) $16 Shares 11,008 Est. Cost $1.87 Unrealized -21.4%
SENSEONICS HLDGS INC 0.0%
Value ($000) $6 Shares 14,611 Est. Cost $0.44 Unrealized
ORIENTAL RISE HLDGS LTD 0.0%
Value ($000) $3 Shares 13,842 Est. Cost $0.19 Unrealized

Decreased Positions (440)

COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $15,882 (-39.1%) Shares 18,417 (-34.7%) Est. Cost $638.87 Unrealized +41.8%
META META PLATFORMS INC 0.6%
Value ($000) $37,478 (-20.4%) Shares 56,776 (-11.5%) Est. Cost $436.44 Unrealized +52.9%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $13,136 (-42.2%) Shares 264,580 (-24.3%) Est. Cost $65.00 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $505 (-94.6%) Shares 20,805 (-94.6%) Est. Cost $24.34 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $10,126 (-45.2%) Shares 198,159 (-45.0%) Est. Cost $50.87 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $32,380 (-20.2%) Shares 371,503 (-18.2%) Est. Cost $91.25 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $462 (-94.3%) Shares 19,059 (-94.3%) Est. Cost $24.30 Unrealized
IBDT ISHARES TR 0.2%
Value ($000) $13,449 (-32.4%) Shares 528,351 (-32.2%) Est. Cost $25.52 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $144,624 (+4.5%) Shares 531,978 (-2.2%) Est. Cost $195.45 Unrealized +37.3%
ORCL ORACLE CORP 0.1%
Value ($000) $9,578 (-34.6%) Shares 49,141 (-5.6%) Est. Cost $131.05 Unrealized +81.7%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $29,072 (-13.6%) Shares 151,766 (-14.4%) Est. Cost $170.18 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $1,024 (-80.5%) Shares 12,639 (-66.6%) Est. Cost $124.28 Unrealized -14.6%
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $13,921 (-23.2%) Shares 123,087 (-2.8%) Est. Cost $109.05 Unrealized +19.3%
AXSM AXSOME THERAPEUTICS INC 0.2%
Value ($000) $12,899 (+37.0%) Shares 70,628 (-8.9%) Est. Cost $112.64 Unrealized +23.9%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $2,371 (-58.3%) Shares 102,063 (-53.5%) Est. Cost $25.90 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $2,546 (-56.5%) Shares 50,599 (-56.5%) Est. Cost $50.32 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $15,513 (+25.2%) Shares 72,437 (-5.4%) Est. Cost $138.30 Unrealized +62.4%
VXX BARCLAYS BANK PLC 0.0%
Value ($000) $570 (-83.7%) Shares 21,541 (-79.6%) Est. Cost $34.74 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $81,879 (+3.2%) Shares 354,731 (-1.8%) Est. Cost $171.92 Unrealized +33.1%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $14,996 (-12.8%) Shares 252,968 (-15.4%) Est. Cost $49.48 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $5,171 (-29.8%) Shares 64,417 (-34.0%) Est. Cost $70.24 Unrealized +17.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $440 (-81.9%) Shares 12,759 (-80.3%) Est. Cost $39.32 Unrealized -16.4%
IAU ISHARES GOLD TR 0.3%
Value ($000) $21,927 (+9.6%) Shares 270,136 (-1.7%) Est. Cost $56.12 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $11,182 (-13.8%) Shares 193,898 (-14.7%) Est. Cost $57.10 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $118,197 (-1.5%) Shares 633,764 (-1.4%) Est. Cost $116.82 Unrealized +59.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,318 (-42.7%) Shares 25,059 (-42.0%) Est. Cost $85.60 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $2,890 (-34.7%) Shares 23,444 (-36.1%) Est. Cost $108.02 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,082 (-40.9%) Shares 28,025 (-46.8%) Est. Cost $68.23 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $576 (-71.2%) Shares 23,242 (-71.3%) Est. Cost $24.62 Unrealized
IEFA ISHARES TR 0.6%
Value ($000) $43,675 (-3.1%) Shares 488,202 (-5.4%) Est. Cost $5304.74 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $264 (-84.1%) Shares 5,370 (-84.1%) Est. Cost $49.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $4,817 (-22.1%) Shares 42,074 (-22.1%) Est. Cost $113.96 Unrealized -3.9%
QYLD GLOBAL X FDS 0.0%
Value ($000) $3,216 (-29.6%) Shares 181,998 (-32.3%) Est. Cost $17.01 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $229 (-85.5%) Shares 5,714 (-82.3%) Est. Cost $45.80 Unrealized -8.2%
TAFI AB ACTIVE ETFS INC 0.0%
Value ($000) $1,988 (-39.7%) Shares 78,627 (-39.6%) Est. Cost $25.34 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $1,414 (-47.9%) Shares 2,098 (-44.5%) Est. Cost $335.27 Unrealized +87.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $4,010 (-24.4%) Shares 43,961 (-10.6%) Est. Cost $89.07 Unrealized +9.7%
BX BLACKSTONE INC 0.1%
Value ($000) $9,021 (-12.5%) Shares 58,526 (-3.0%) Est. Cost $134.79 Unrealized +12.4%
SGOV ISHARES TR 0.0%
Value ($000) $2,936 (-30.3%) Shares 29,249 (-30.1%) Est. Cost $100.70 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $2,029 (-38.6%) Shares 10,481 (-40.5%) Est. Cost $164.79 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,924 (-15.5%) Shares 126,416 (-16.9%) Est. Cost $47.83 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $521 (-70.4%) Shares 14,313 (-71.2%) Est. Cost $32.83 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $4,821 (-20.4%) Shares 18,170 (-28.9%) Est. Cost $263.68 Unrealized -5.9%
WMT WALMART INC 0.4%
Value ($000) $28,958 (+4.1%) Shares 259,383 (-3.9%) Est. Cost $70.14 Unrealized +52.8%
UEC URANIUM ENERGY CORP 0.1%
Value ($000) $7,158 (-13.5%) Shares 612,865 (-1.2%) Est. Cost $7.68 Unrealized +70.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $2,241 (-31.4%) Shares 4,571 (-31.2%) Est. Cost $380.40 Unrealized +24.6%
AVGO BROADCOM INC 0.5%
Value ($000) $34,174 (-2.8%) Shares 98,739 (-7.4%) Est. Cost $163.10 Unrealized +118.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $14,560 (+7.1%) Shares 47,787 (-1.9%) Est. Cost $172.91 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $6,761 (-11.6%) Shares 54,435 (-3.5%) Est. Cost $73.27 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $6,723 (-11.4%) Shares 1,067,180 (-2.8%) Est. Cost $6.91 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $5,416 (-13.6%) Shares 15,371 (-9.4%) Est. Cost $341.30 Unrealized +6.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $4,682 (-15.2%) Shares 18,083 (-3.9%) Est. Cost $225.93 Unrealized +17.2%
EBAY EBAY INC. 0.0%
Value ($000) $252 (-76.4%) Shares 2,894 (-75.3%) Est. Cost $83.67 Unrealized +3.2%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $2,711 (-22.9%) Shares 51,795 (-12.0%) Est. Cost $53.55 Unrealized -2.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $366 (-68.7%) Shares 4,460 (-71.3%) Est. Cost $74.54 Unrealized +4.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $756 (-51.3%) Shares 3,320 (-47.2%) Est. Cost $205.31 Unrealized +3.4%
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $10,902 (-6.6%) Shares 48,522 (-7.6%) Est. Cost $208.29 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $10,431 (-6.8%) Shares 177,705 (-8.7%) Est. Cost $57.52 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,103 (-40.7%) Shares 5,430 (-30.1%) Est. Cost $208.96 Unrealized +1.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $3,879 (+23.7%) Shares 15,094 (-1.4%) Est. Cost $170.56 Unrealized +40.4%
LIN LINDE PLC 0.1%
Value ($000) $3,733 (-15.9%) Shares 8,754 (-6.3%) Est. Cost $385.02 Unrealized +11.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2,881 (-19.6%) Shares 14,821 (-2.8%) Est. Cost $190.82 Unrealized +10.0%
BUG GLOBAL X FDS 0.1%
Value ($000) $3,469 (-16.7%) Shares 113,828 (-3.9%) Est. Cost $35.19 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $67,831 (+1.0%) Shares 110,418 (-1.3%) Est. Cost $35439.00 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $7,010 (-8.6%) Shares 55,952 (-2.3%) Est. Cost $108.11 Unrealized +17.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $3,288 (-16.7%) Shares 4,062 (-1.7%) Est. Cost $464.79 Unrealized +86.6%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $213 (-75.5%) Shares 126 (-78.3%) Est. Cost $1851.88 Unrealized -7.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $439 (-59.9%) Shares 936 (-57.9%) Est. Cost $501.15 Unrealized -11.4%
GM GENERAL MTRS CO 0.2%
Value ($000) $10,754 (+6.4%) Shares 132,247 (-20.2%) Est. Cost $48.26 Unrealized +45.9%
IRM IRON MTN INC DEL 0.0%
Value ($000) $560 (-53.1%) Shares 6,680 (-43.0%) Est. Cost $87.39 Unrealized +6.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $10,384 (-5.6%) Shares 38,578 (-1.8%) Est. Cost $14298.21 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $8,019 (+8.0%) Shares 45,168 (-3.3%) Est. Cost $84.59 Unrealized +96.8%
BLK BLACKROCK INC 0.1%
Value ($000) $5,521 (-9.7%) Shares 5,158 (-1.6%) Est. Cost $994.80 Unrealized +9.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2,818 (+26.5%) Shares 55,483 (-2.3%) Est. Cost $40.47 Unrealized +7.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,138 (-33.7%) Shares 4,120 (-43.3%) Est. Cost $102.43 Unrealized +152.8%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $780 (-41.5%) Shares 5,388 (-46.1%) Est. Cost $145.10 Unrealized -8.6%
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $979 (-35.1%) Shares 18,534 (-35.8%) Est. Cost $52.23 Unrealized
HFSI HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $4,107 (-11.3%) Shares 114,838 (-11.8%) Est. Cost $35.56 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $988 (-34.5%) Shares 41,864 (-10.6%) Est. Cost $30.23 Unrealized -5.9%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $21,958 (+2.4%) Shares 212,036 (-2.0%) Est. Cost $88.10 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $2,561 (-16.4%) Shares 32,132 (-1.6%) Est. Cost $104.28 Unrealized -20.1%
IGV ISHARES TR 0.0%
Value ($000) $1,385 (-26.3%) Shares 13,107 (-19.8%) Est. Cost $106.30 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $2,322 (-17.3%) Shares 8,653 (-24.0%) Est. Cost $297.20 Unrealized -14.5%
ITA ISHARES TR 0.1%
Value ($000) $5,007 (-8.8%) Shares 23,322 (-11.1%) Est. Cost $174.34 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $2,011 (+31.6%) Shares 57,172 (-1.7%) Est. Cost $29.83 Unrealized +18.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $5,090 (-8.6%) Shares 26,089 (-1.4%) Est. Cost $185.67 Unrealized +5.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $938 (-33.5%) Shares 3,798 (-26.6%) Est. Cost $270.50 Unrealized -7.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $3,922 (-10.6%) Shares 21,293 (-1.2%) Est. Cost $164.09 Unrealized +23.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $3,593 (-11.1%) Shares 11,088 (-5.0%) Est. Cost $289.47 Unrealized +15.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $563 (-44.3%) Shares 8,233 (-26.8%) Est. Cost $81.34 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $604 (-42.5%) Shares 8,412 (-10.6%) Est. Cost $78.30 Unrealized +42.4%
IEMG ISHARES INC 0.2%
Value ($000) $16,726 (-2.6%) Shares 248,828 (-4.5%) Est. Cost $4070.93 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $3,411 (+14.8%) Shares 34,384 (-3.3%) Est. Cost $123.49 Unrealized -24.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2,946 (+17.5%) Shares 42,446 (-3.9%) Est. Cost $44.80 Unrealized +39.4%
ENFR ALPS ETF TR 0.0%
Value ($000) $596 (-42.4%) Shares 18,944 (-40.7%) Est. Cost $32.41 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $464 (-47.9%) Shares 2,024 (-63.4%) Est. Cost $158.20 Unrealized +31.8%
LII LENNOX INTL INC 0.0%
Value ($000) $205 (-67.5%) Shares 421 (-64.7%) Est. Cost $599.68 Unrealized -16.7%
GDX VANECK ETF TRUST 0.1%
Value ($000) $8,027 (-5.0%) Shares 93,586 (-15.4%) Est. Cost $54.22 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $771 (-35.3%) Shares 9,036 (-42.0%) Est. Cost $76.45 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $276 (-59.9%) Shares 486 (-49.4%) Est. Cost $758.81 Unrealized -18.2%
FISV FISERV INC 0.0%
Value ($000) $219 (-64.2%) Shares 3,266 (-31.4%) Est. Cost $143.31 Unrealized -41.5%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,879 (-16.2%) Shares 17,298 (-13.4%) Est. Cost $25337.28 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,504 (-19.5%) Shares 4,296 (-18.9%) Est. Cost $498.48 Unrealized -31.8%
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,757 (-17.1%) Shares 10,988 (-19.2%) Est. Cost $155.87 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $6,437 (-5.3%) Shares 48,217 (-6.9%) Est. Cost $119.99 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $8,270 (+4.5%) Shares 28,730 (-5.7%) Est. Cost $265.12 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $684 (-33.4%) Shares 11,659 (-31.4%) Est. Cost $75.76 Unrealized -26.4%
VICTORY PORTFOLIOS II 0.1%
Value ($000) $7,133 (-4.4%) Shares 132,155 (-8.6%) Est. Cost $51.60 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2,342 (-12.3%) Shares 10,661 (-11.8%) Est. Cost $205.63 Unrealized +3.4%
SE SEA LTD 0.0%
Value ($000) $585 (-35.8%) Shares 4,587 (-10.1%) Est. Cost $178.73 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $2,220 (-12.5%) Shares 10,477 (-5.3%) Est. Cost $145.86 Unrealized +47.1%
OUNZ VANECK MERK GOLD ETF 0.1%
Value ($000) $3,557 (+9.2%) Shares 85,746 (-2.1%) Est. Cost $37.19 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $4,565 (-6.1%) Shares 32,185 (-46.4%) Est. Cost $77.18 Unrealized +46.7%
VERU VERU INC 0.0%
Value ($000) $326 (-47.6%) Shares 152,502 (-6.9%) Est. Cost $4.32 Unrealized -31.0%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $276 (-51.7%) Shares 1,139 (-37.1%) Est. Cost $258.71 Unrealized +21.5%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,179 (-19.0%) Shares 53,836 (-19.1%) Est. Cost $21.87 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $1,583 (-14.8%) Shares 62,344 (-14.5%) Est. Cost $25.48 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2,516 (-9.8%) Shares 5,201 (-6.9%) Est. Cost $440.26 Unrealized +8.2%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $568 (-31.9%) Shares 7,066 (-26.5%) Est. Cost $74.33 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $376 (-41.0%) Shares 37,688 (-4.9%) Est. Cost $13.27 Unrealized +8.4%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $257 (-50.4%) Shares 20,058 (-50.5%) Est. Cost $13.43 Unrealized -8.0%
VALE VALE S A 0.0%
Value ($000) $1,249 (+26.2%) Shares 88,721 (-2.6%) Est. Cost $9.51 Unrealized
USMF WISDOMTREE TR 0.0%
Value ($000) $636 (-28.6%) Shares 12,403 (-27.2%) Est. Cost $52.27 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $9,462 (-2.6%) Shares 85,866 (-1.5%) Est. Cost $108.36 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $1,438 (+20.4%) Shares 6,994 (-3.1%) Est. Cost $165.45 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $668 (-26.6%) Shares 15,438 (-16.8%) Est. Cost $69.40 Unrealized -36.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,994 (-10.8%) Shares 33,274 (-10.8%) Est. Cost $59.83 Unrealized
CFA VICTORY PORTFOLIOS II 0.1%
Value ($000) $6,931 (-3.4%) Shares 76,159 (-3.4%) Est. Cost $84.56 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $4,758 (+5.3%) Shares 29,560 (-2.8%) Est. Cost $135.57 Unrealized +18.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,164 (-16.8%) Shares 10,380 (-6.0%) Est. Cost $126.55 Unrealized -7.9%
OEF ISHARES TR 0.0%
Value ($000) $3,333 (-6.6%) Shares 9,719 (-9.4%) Est. Cost $210.58 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $157,725 (+0.1%) Shares 230,276 (-2.1%) Est. Cost $65672.84 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,776 (-11.5%) Shares 75,200 (-11.1%) Est. Cost $23.71 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,577 (-8.2%) Shares 19,810 (-5.1%) Est. Cost $19582.78 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $442 (-33.8%) Shares 5,188 (-39.6%) Est. Cost $79.31 Unrealized +3.5%
SDSI AMERICAN CENTY ETF TR 0.0%
Value ($000) $572 (-28.2%) Shares 11,086 (-28.1%) Est. Cost $51.70 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,962 (-10.2%) Shares 10,574 (-2.5%) Est. Cost $170.36 Unrealized +9.4%
IWC ISHARES TR 0.0%
Value ($000) $218 (-50.7%) Shares 1,380 (-53.4%) Est. Cost $110.91 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,025 (-17.8%) Shares 5,783 (-10.9%) Est. Cost $193.85 Unrealized -7.0%
IJR ISHARES TR 0.3%
Value ($000) $17,328 (-1.3%) Shares 144,185 (-2.4%) Est. Cost $11468.75 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $11,718 (-1.8%) Shares 26,357 (-3.8%) Est. Cost $435.46 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2,933 (-6.9%) Shares 30,764 (-4.7%) Est. Cost $63.36 Unrealized +54.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $5,922 (+3.8%) Shares 11,333 (-3.3%) Est. Cost $414.43 Unrealized +19.2%
CB CHUBB LIMITED 0.1%
Value ($000) $5,048 (+4.5%) Shares 16,123 (-5.8%) Est. Cost $218.05 Unrealized +34.1%
ZTS ZOETIS INC 0.0%
Value ($000) $433 (-33.3%) Shares 3,444 (-22.4%) Est. Cost $182.56 Unrealized -28.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,041 (-6.5%) Shares 25,832 (-6.0%) Est. Cost $95.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,917 (+12.3%) Shares 3,306 (-6.1%) Est. Cost $555.55 Unrealized +1.7%
PFF ISHARES TR 0.1%
Value ($000) $3,450 (-5.7%) Shares 111,445 (-3.6%) Est. Cost $32.37 Unrealized
INTU INTUIT 0.0%
Value ($000) $2,390 (-8.0%) Shares 3,607 (-5.1%) Est. Cost $560.77 Unrealized +17.8%
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $495 (-29.0%) Shares 8,797 (-28.8%) Est. Cost $56.45 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $1,209 (-14.3%) Shares 14,890 (-1.1%) Est. Cost $77.42 Unrealized +13.9%
IWY ISHARES TR 0.1%
Value ($000) $4,588 (-4.2%) Shares 16,568 (-5.3%) Est. Cost $234.76 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $2,310 (-7.9%) Shares 17,905 (-2.9%) Est. Cost $98.40 Unrealized +36.2%
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $392 (-33.4%) Shares 9,371 (-33.1%) Est. Cost $41.04 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2,504 (+8.4%) Shares 6,435 (-2.6%) Est. Cost $275.05 Unrealized +36.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $741 (-20.8%) Shares 14,018 (-10.5%) Est. Cost $67.63 Unrealized -17.9%
RY ROYAL BK CDA 0.0%
Value ($000) $1,525 (+14.5%) Shares 8,947 (-1.1%) Est. Cost $115.48 Unrealized +33.0%
CDL VICTORY PORTFOLIOS II 0.1%
Value ($000) $7,174 (-2.6%) Shares 104,195 (-1.6%) Est. Cost $68.49 Unrealized
AVADEL PHARMACEUTICALS PLC 0.0%
Value ($000) $729 (+34.7%) Shares 33,851 (-4.5%) Est. Cost $8.85 Unrealized
DBJP DBX ETF TR 0.0%
Value ($000) $2,730 (+7.4%) Shares 28,841 (-3.6%) Est. Cost $84.98 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $23,063 (+0.8%) Shares 108,754 (-1.8%) Est. Cost $5598.71 Unrealized
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $7,423 (-2.4%) Shares 245,805 (-2.2%) Est. Cost $30.29 Unrealized
CSHI NEOS ETF TRUST 0.1%
Value ($000) $6,771 (-2.7%) Shares 136,156 (-2.7%) Est. Cost $49.72 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $419 (-30.5%) Shares 1,118 (-21.2%) Est. Cost $198.67 Unrealized +95.6%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $960 (-15.8%) Shares 20,824 (-15.5%) Est. Cost $43.51 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $361 (-32.9%) Shares 5,280 (-29.3%) Est. Cost $80.90 Unrealized -14.5%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $438 (-28.6%) Shares 6,297 (-36.4%) Est. Cost $62.00 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $1,807 (-8.8%) Shares 31,906 (-2.1%) Est. Cost $53.94 Unrealized +6.3%
XLSR SSGA ACTIVE TR 0.1%
Value ($000) $6,321 (+2.7%) Shares 101,445 (-1.7%) Est. Cost $59.61 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $769 (-18.0%) Shares 4,726 (-2.8%) Est. Cost $161.03 Unrealized +15.8%
ACWV ISHARES INC 0.0%
Value ($000) $655 (-20.4%) Shares 5,518 (-19.6%) Est. Cost $88891.81 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $844 (-16.4%) Shares 14,456 (-4.0%) Est. Cost $69.38 Unrealized -6.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $581 (-22.1%) Shares 5,696 (-5.0%) Est. Cost $120.04 Unrealized -9.7%
IJH ISHARES TR 0.4%
Value ($000) $28,561 (-0.6%) Shares 432,744 (-1.7%) Est. Cost $4345.09 Unrealized
SMTH ALPS ETF TR 0.0%
Value ($000) $442 (-27.0%) Shares 16,950 (-26.7%) Est. Cost $26.16 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,442 (+7.1%) Shares 9,006 (-2.9%) Est. Cost $187.10 Unrealized +33.9%
DOV DOVER CORP 0.0%
Value ($000) $1,279 (+14.5%) Shares 6,550 (-2.2%) Est. Cost $181.53 Unrealized +0.2%
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $887 (-15.3%) Shares 46,207 (-15.2%) Est. Cost $19.21 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1,334 (-10.5%) Shares 12,707 (-4.5%) Est. Cost $100.30 Unrealized +6.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $861 (-15.3%) Shares 1,272 (-20.1%) Est. Cost $494.35 Unrealized +37.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $957 (-14.0%) Shares 25,869 (-8.9%) Est. Cost $61.19 Unrealized -40.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $394 (-28.3%) Shares 1,524 (-14.2%) Est. Cost $288.06 Unrealized -8.3%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,190 (+15.0%) Shares 25,985 (-7.9%) Est. Cost $31.42 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $5,938 (-2.5%) Shares 118,793 (-2.9%) Est. Cost $49.18 Unrealized
ROUS LATTICE STRATEGIES TR 0.0%
Value ($000) $271 (-36.3%) Shares 4,700 (-36.5%) Est. Cost $57.49 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $6,692 (-2.2%) Shares 131,096 (-2.3%) Est. Cost $51.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,681 (-2.2%) Shares 83,794 (-2.0%) Est. Cost $27303.48 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $310 (-32.7%) Shares 8,174 (-13.2%) Est. Cost $93.31 Unrealized -52.5%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $226 (-39.9%) Shares 5,962 (-39.3%) Est. Cost $37.51 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $86,557 (+0.2%) Shares 342,229 (-2.1%) Est. Cost $247.12 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $515 (-22.5%) Shares 29,334 (-20.5%) Est. Cost $18.00 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $3,158 (-4.5%) Shares 13,652 (-2.4%) Est. Cost $214.68 Unrealized +5.9%
HUM HUMANA INC 0.0%
Value ($000) $330 (-31.0%) Shares 1,283 (-30.1%) Est. Cost $310.29 Unrealized -15.8%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $713 (-17.0%) Shares 46,483 (-14.0%) Est. Cost $15.49 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $824 (-15.0%) Shares 18,717 (-14.6%) Est. Cost $44.27 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,833 (-4.9%) Shares 172,025 (-5.9%) Est. Cost $16.30 Unrealized
COWG PACER FDS TR 0.0%
Value ($000) $1,682 (-7.8%) Shares 47,684 (-5.1%) Est. Cost $36.30 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,737 (-7.5%) Shares 20,624 (-7.1%) Est. Cost $83.86 Unrealized +0.2%
GRAL GRAIL INC 0.0%
Value ($000) $892 (+18.5%) Shares 10,416 (-18.2%) Est. Cost $38.21 Unrealized +126.1%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $3,404 (-3.9%) Shares 76,549 (-5.1%) Est. Cost $43.92 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $658 (-17.1%) Shares 10,593 (-19.8%) Est. Cost $58.54 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1,166 (-10.3%) Shares 13,905 (-6.2%) Est. Cost $88.90 Unrealized -4.1%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $322 (-29.1%) Shares 5,298 (-31.0%) Est. Cost $59.20 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $486 (-21.4%) Shares 6,801 (-25.3%) Est. Cost $56.98 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $7,022 (-1.8%) Shares 138,510 (-1.6%) Est. Cost $3958.51 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $559 (-19.0%) Shares 10,804 (-18.3%) Est. Cost $50.37 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $696 (-15.8%) Shares 7,307 (-15.8%) Est. Cost $93.36 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $563 (-18.5%) Shares 28,139 (-5.1%) Est. Cost $21.56 Unrealized -0.3%
CALF PACER FDS TR 0.1%
Value ($000) $3,966 (-3.1%) Shares 88,713 (-5.1%) Est. Cost $43.78 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $2,439 (-4.9%) Shares 128,302 (-2.8%) Est. Cost $19.43 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $506 (-19.6%) Shares 1,619 (-9.7%) Est. Cost $292.29 Unrealized +11.6%
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,027 (-10.7%) Shares 51,221 (-10.5%) Est. Cost $20.08 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,093 (-10.0%) Shares 13,834 (-9.0%) Est. Cost $84.03 Unrealized -6.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,091 (-10.0%) Shares 4,402 (-5.3%) Est. Cost $231.26 Unrealized +7.1%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $555 (-17.8%) Shares 28,643 (-18.0%) Est. Cost $19.34 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $572 (-17.3%) Shares 50,881 (-14.7%) Est. Cost $11.60 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $679 (-14.9%) Shares 3,214 (-13.9%) Est. Cost $219.53 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $501 (-18.9%) Shares 1,187 (-20.4%) Est. Cost $325.40 Unrealized +35.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1,079 (-9.8%) Shares 8,270 (-3.7%) Est. Cost $131.86 Unrealized +1.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $5,294 (-2.1%) Shares 71,470 (-1.7%) Est. Cost $3824.66 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2,425 (+4.9%) Shares 54,669 (-1.1%) Est. Cost $37.36 Unrealized +13.1%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $547 (-17.1%) Shares 14,112 (-20.5%) Est. Cost $38.45 Unrealized -3.2%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,503 (+8.1%) Shares 19,060 (-3.6%) Est. Cost $59.96 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $5,215 (-2.1%) Shares 56,499 (-5.2%) Est. Cost $89.37 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $322 (-25.7%) Shares 3,190 (-9.2%) Est. Cost $138.82 Unrealized -22.0%
IEI ISHARES TR 0.0%
Value ($000) $662 (-14.2%) Shares 5,548 (-14.1%) Est. Cost $118.54 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $766 (+16.2%) Shares 4,199 (-5.2%) Est. Cost $155.80 Unrealized +6.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $390 (-21.2%) Shares 8,393 (-14.6%) Est. Cost $59.98 Unrealized -20.9%
V VISA INC 0.2%
Value ($000) $16,385 (+0.6%) Shares 46,721 (-2.0%) Est. Cost $262.69 Unrealized +29.6%
WPC WP CAREY INC 0.0%
Value ($000) $1,334 (-7.2%) Shares 20,441 (-3.9%) Est. Cost $57.81 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $2,951 (-3.4%) Shares 5,340 (-1.2%) Est. Cost $521.89 Unrealized +5.3%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $247 (-28.9%) Shares 18,193 (-28.3%) Est. Cost $13.42 Unrealized +0.9%
IGIB ISHARES TR 0.0%
Value ($000) $255 (-28.0%) Shares 4,732 (-27.7%) Est. Cost $52.52 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $938 (-9.5%) Shares 3,249 (-5.8%) Est. Cost $231.53 Unrealized +24.7%
VFLO VICTORY PORTFOLIOS II 0.2%
Value ($000) $15,014 (+0.7%) Shares 381,252 (-4.2%) Est. Cost $37.50 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $480 (-16.8%) Shares 20,520 (-16.5%) Est. Cost $23.11 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $896 (-9.8%) Shares 9,937 (-1.4%) Est. Cost $99.11 Unrealized -4.6%
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $333 (-22.2%) Shares 8,335 (-23.4%) Est. Cost $39.31 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $3,171 (+3.1%) Shares 13,142 (-3.0%) Est. Cost $216.62 Unrealized +8.1%
PEP PEPSICO INC 0.1%
Value ($000) $5,990 (+1.6%) Shares 41,332 (-1.6%) Est. Cost $149.80 Unrealized -2.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $599 (-13.5%) Shares 8,047 (-6.3%) Est. Cost $62.06 Unrealized +26.2%
TER TERADYNE INC 0.0%
Value ($000) $342 (+37.7%) Shares 1,768 (-2.1%) Est. Cost $109.09 Unrealized +57.2%
STPZ PIMCO ETF TR 0.0%
Value ($000) $1,081 (-8.0%) Shares 20,073 (-7.4%) Est. Cost $52.81 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $376 (-19.9%) Shares 13,460 (-18.4%) Est. Cost $28.46 Unrealized
KAT ADVISORS SER TR 0.0%
Value ($000) $547 (-14.2%) Shares 9,952 (-12.3%) Est. Cost $56.27 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $2,773 (-3.2%) Shares 28,219 (-2.8%) Est. Cost $96.86 Unrealized
IBMS ISHARES TR 0.0%
Value ($000) $3,265 (-2.7%) Shares 125,285 (-2.6%) Est. Cost $26.08 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $213 (-29.3%) Shares 42,465 (-25.8%) Est. Cost $5.44 Unrealized
GVAL CAMBRIA ETF TR 0.0%
Value ($000) $3,019 (-2.8%) Shares 95,934 (-9.7%) Est. Cost $29.23 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $594 (-12.5%) Shares 11,682 (-12.1%) Est. Cost $50.94 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,100 (-3.8%) Shares 9,123 (-4.0%) Est. Cost $182.83 Unrealized
REIT ALPS ETF TR 0.0%
Value ($000) $275 (-22.9%) Shares 10,481 (-21.3%) Est. Cost $26.80 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $625 (-11.4%) Shares 25,780 (-4.9%) Est. Cost $27.55 Unrealized -10.6%
GEV GE VERNOVA INC 0.1%
Value ($000) $4,916 (+1.6%) Shares 7,522 (-4.4%) Est. Cost $605.52 Unrealized +0.6%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $218 (-26.1%) Shares 3,317 (-18.6%) Est. Cost $66.89 Unrealized +3.5%
AENT ALLIANCE ENTERTAINMENT HOLDI 0.0%
Value ($000) $715 (+12.0%) Shares 88,528 (-5.6%) Est. Cost $5.72 Unrealized +19.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $867 (-8.0%) Shares 12,392 (-3.6%) Est. Cost $60.36 Unrealized +20.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $324 (-18.7%) Shares 3,643 (-11.8%) Est. Cost $96.02 Unrealized -5.1%
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $511 (-12.7%) Shares 14,461 (-11.3%) Est. Cost $35.91 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value ($000) $36,193 (+0.2%) Shares 307,975 (-4.6%) Est. Cost $53.18 Unrealized +101.3%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $135 (-35.3%) Shares 15,325 (-34.1%) Est. Cost $9.03 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1,122 (-6.1%) Shares 55,927 (-5.9%) Est. Cost $20.10 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $582 (-11.0%) Shares 5,687 (-8.8%) Est. Cost $104.96 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $1,365 (+5.5%) Shares 1,275 (-4.6%) Est. Cost $51257.22 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1,660 (-4.0%) Shares 6,633 (-1.6%) Est. Cost $239.68 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $2,708 (-2.5%) Shares 65,627 (-1.7%) Est. Cost $41.59 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $2,965 (-2.3%) Shares 10,546 (-11.7%) Est. Cost $241.96 Unrealized +8.8%
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $292 (-19.0%) Shares 2,225 (-20.7%) Est. Cost $128.38 Unrealized
IVOL KRANESHARES TRUST 0.0%
Value ($000) $751 (-8.3%) Shares 39,218 (-7.8%) Est. Cost $19.28 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $398 (-14.4%) Shares 1,536 (-4.7%) Est. Cost $260.89 Unrealized +6.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,111 (-5.7%) Shares 40,401 (-2.9%) Est. Cost $23.11 Unrealized +16.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $710 (+10.4%) Shares 1,567 (-4.6%) Est. Cost $427.02 Unrealized +0.9%
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $837 (-7.4%) Shares 12,239 (-7.6%) Est. Cost $68.22 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1,056 (+6.7%) Shares 45,772 (-6.5%) Est. Cost $19.68 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $287 (-18.6%) Shares 5,304 (-25.9%) Est. Cost $43.47 Unrealized +18.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $574 (-10.2%) Shares 14,226 (-6.3%) Est. Cost $41.97 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $1,491 (-4.2%) Shares 12,572 (-5.6%) Est. Cost $29789.44 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $5,452 (-1.2%) Shares 119,948 (-3.9%) Est. Cost $44.19 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $482 (-11.8%) Shares 27,307 (-11.2%) Est. Cost $17.77 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $415 (-13.2%) Shares 6,916 (-13.0%) Est. Cost $60.03 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $787 (-7.4%) Shares 35,265 (-4.2%) Est. Cost $23.09 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,066 (-5.5%) Shares 6,579 (-1.7%) Est. Cost $129.69 Unrealized +20.4%
DRIV GLOBAL X FDS 0.0%
Value ($000) $309 (-16.7%) Shares 10,400 (-20.8%) Est. Cost $22.47 Unrealized
HCMT DIREXION SHS ETF TR 0.0%
Value ($000) $335 (-15.6%) Shares 8,679 (-17.9%) Est. Cost $37.49 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $54 (-52.7%) Shares 11,930 (-48.9%) Est. Cost $12.02 Unrealized -62.1%
WDAY WORKDAY INC 0.0%
Value ($000) $299 (-16.6%) Shares 1,390 (-6.5%) Est. Cost $237.93 Unrealized -4.5%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $6,944 (+0.9%) Shares 33,896 (-1.8%) Est. Cost $199.47 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $274 (-17.7%) Shares 1,264 (-2.7%) Est. Cost $215.54 Unrealized +1.4%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $254 (-18.7%) Shares 2,560 (-18.5%) Est. Cost $99.53 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $205 (-22.1%) Shares 1,741 (-12.4%) Est. Cost $123.78 Unrealized -1.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $293 (-16.4%) Shares 1,748 (-14.9%) Est. Cost $140.24 Unrealized +22.9%
HEZU ISHARES TR 0.0%
Value ($000) $2,265 (+2.6%) Shares 51,759 (-1.1%) Est. Cost $39.26 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $4,884 (+1.2%) Shares 65,079 (-1.2%) Est. Cost $68.05 Unrealized
NUVEEN VRIABL RAT PFD & INM 0.0%
Value ($000) $214 (-21.1%) Shares 11,232 (-17.3%) Est. Cost $19.96 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $704 (+8.6%) Shares 579 (-3.5%) Est. Cost $723.20 Unrealized +62.0%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $338 (-14.1%) Shares 22,988 (-15.7%) Est. Cost $13.91 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $1,343 (-3.9%) Shares 9,514 (-6.3%) Est. Cost $137.74 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $4,209 (-1.3%) Shares 66,624 (-1.7%) Est. Cost $62.91 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,072 (-4.8%) Shares 7,980 (-6.1%) Est. Cost $123.60 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $5,553 (-1.0%) Shares 18,168 (-1.5%) Est. Cost $253.20 Unrealized +20.5%
TECL DIREXION SHS ETF TR 0.0%
Value ($000) $378 (-12.1%) Shares 3,218 (-7.0%) Est. Cost $124.37 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $765 (-6.1%) Shares 8,363 (-8.1%) Est. Cost $83.73 Unrealized
IMTB ISHARES TR 0.0%
Value ($000) $2,713 (-1.8%) Shares 61,370 (-1.8%) Est. Cost $44.21 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $492 (-9.2%) Shares 6,122 (-5.6%) Est. Cost $70.02 Unrealized +15.8%
AMLP ALPS ETF TR 0.0%
Value ($000) $855 (-5.4%) Shares 18,188 (-5.6%) Est. Cost $48.05 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $512 (-8.7%) Shares 3,626 (-8.5%) Est. Cost $83637.20 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $559 (-7.4%) Shares 23,858 (-5.3%) Est. Cost $24.19 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,452 (+0.5%) Shares 360,345 (-1.5%) Est. Cost $25.06 Unrealized
VFC V F CORP 0.0%
Value ($000) $246 (+21.9%) Shares 13,601 (-2.7%) Est. Cost $14.54 Unrealized +11.4%
USHY ISHARES TR 0.0%
Value ($000) $699 (-5.9%) Shares 18,682 (-4.9%) Est. Cost $11126.84 Unrealized
CCAP CRESCENT CAP BDC INC 0.0%
Value ($000) $247 (-14.9%) Shares 17,080 (-16.1%) Est. Cost $14.11 Unrealized -2.1%
UBS UBS GROUP AG 0.0%
Value ($000) $219 (-16.5%) Shares 4,729 (-26.1%) Est. Cost $38.84 Unrealized +4.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2,687 (-1.6%) Shares 15,850 (-2.1%) Est. Cost $93.32 Unrealized +79.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $184 (+29.9%) Shares 44,510 (-1.9%) Est. Cost $4.09 Unrealized -5.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $514 (+8.9%) Shares 2,491 (-5.4%) Est. Cost $164.92 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $329 (+14.6%) Shares 968 (-3.0%) Est. Cost $264.43 Unrealized +17.0%
PPL PPL CORP 0.0%
Value ($000) $591 (-6.5%) Shares 16,753 (-1.6%) Est. Cost $29.23 Unrealized +22.6%
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $779 (+5.6%) Shares 40,335 (-5.4%) Est. Cost $18.69 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $263 (-13.5%) Shares 17,215 (-15.6%) Est. Cost $14.65 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $850 (-4.6%) Shares 33,861 (-4.6%) Est. Cost $25.10 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $346 (+13.5%) Shares 1,143 (-5.1%) Est. Cost $165.39 Unrealized +66.2%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $314 (-11.5%) Shares 7,472 (-26.6%) Est. Cost $25.18 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $254 (+19.0%) Shares 3,170 (-1.9%) Est. Cost $66.01 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $361 (-10.0%) Shares 7,757 (-7.0%) Est. Cost $44.81 Unrealized +2.3%
DEO DIAGEO PLC 0.0%
Value ($000) $269 (-12.8%) Shares 3,121 (-3.5%) Est. Cost $170285.25 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $649 (-5.7%) Shares 6,499 (-1.4%) Est. Cost $93.92 Unrealized +8.6%
RIGS ALPS ETF TR 0.0%
Value ($000) $372 (-9.5%) Shares 16,133 (-8.6%) Est. Cost $23.10 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $99 (-28.1%) Shares 104,059 (-19.3%) Est. Cost $1.21 Unrealized -13.7%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $767 (-4.5%) Shares 1,947 (-4.0%) Est. Cost $340.81 Unrealized
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $433 (-7.6%) Shares 12,157 (-5.5%) Est. Cost $36.45 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $4,814 (-0.7%) Shares 183,459 (-2.2%) Est. Cost $25.85 Unrealized
FBIO FORTRESS BIOTECH INC 0.0%
Value ($000) $1,610 (-2.2%) Shares 439,928 (-1.1%) Est. Cost $1.73 Unrealized +64.5%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $115 (-23.3%) Shares 11,040 (-23.5%) Est. Cost $9.25 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $953 (+3.8%) Shares 5,166 (-5.7%) Est. Cost $124.67 Unrealized +34.8%
COR CENCORA INC 0.0%
Value ($000) $572 (+6.5%) Shares 1,694 (-1.5%) Est. Cost $238.78 Unrealized +42.7%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $3,454 (-1.0%) Shares 12,553 (-5.6%) Est. Cost $266.97 Unrealized +2.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $362 (-8.7%) Shares 4,328 (-12.9%) Est. Cost $70.21 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $1,181 (-2.8%) Shares 17,674 (-4.1%) Est. Cost $61.77 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $410 (-7.5%) Shares 21,203 (-7.7%) Est. Cost $18.24 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $302 (+12.3%) Shares 2,335 (-3.1%) Est. Cost $111.82 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $342 (-8.8%) Shares 7,514 (-9.4%) Est. Cost $33.85 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $265 (-10.9%) Shares 18,692 (-6.1%) Est. Cost $14.94 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $341 (-8.5%) Shares 1,175 (-9.6%) Est. Cost $405.99 Unrealized -31.0%
ITM VANECK ETF TRUST 0.0%
Value ($000) $467 (-6.3%) Shares 9,895 (-7.4%) Est. Cost $45.94 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $748 (-4.0%) Shares 7,305 (-1.5%) Est. Cost $127.25 Unrealized -21.3%
AGOX STARBOARD INVT TR 0.0%
Value ($000) $205 (-13.1%) Shares 7,188 (-6.6%) Est. Cost $30.70 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $1,670 (-1.8%) Shares 21,540 (-2.8%) Est. Cost $19152.04 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $322 (-8.7%) Shares 6,957 (-12.8%) Est. Cost $43.99 Unrealized
AME AMETEK INC 0.0%
Value ($000) $627 (+5.0%) Shares 3,056 (-3.8%) Est. Cost $168.33 Unrealized +15.5%
ROST ROSS STORES INC 0.0%
Value ($000) $261 (+12.9%) Shares 1,449 (-4.5%) Est. Cost $137.79 Unrealized +20.9%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $2,065 (+1.5%) Shares 29,800 (-4.0%) Est. Cost $59.87 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $306 (+10.6%) Shares 4,522 (-27.2%) Est. Cost $34.41 Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $429 (-6.4%) Shares 17,034 (-9.1%) Est. Cost $24.10 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $233 (-11.0%) Shares 5,666 (-22.8%) Est. Cost $56.03 Unrealized -33.2%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $7,778 (-0.4%) Shares 97,378 (-2.6%) Est. Cost $68.72 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $234 (-10.7%) Shares 914 (-9.9%) Est. Cost $225.31 Unrealized +10.7%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,188 (+1.3%) Shares 46,623 (-2.4%) Est. Cost $73540.63 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,396 (-1.9%) Shares 8,723 (-4.9%) Est. Cost $119.40 Unrealized +36.7%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $570 (-4.5%) Shares 39,728 (-5.2%) Est. Cost $13.87 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $680 (-3.7%) Shares 3,676 (-2.4%) Est. Cost $142.99 Unrealized +25.9%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 (-10.1%) Shares 1,619 (-12.2%) Est. Cost $129.11 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $297 (-7.6%) Shares 2,742 (-14.7%) Est. Cost $70.73 Unrealized +43.5%
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $511 (-4.5%) Shares 40,123 (-2.2%) Est. Cost $13.77 Unrealized -3.0%
MODL VICTORY PORTFOLIOS II 0.1%
Value ($000) $4,316 (-0.6%) Shares 90,834 (-3.3%) Est. Cost $39.08 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,865 (+0.8%) Shares 100,591 (-1.2%) Est. Cost $2813.88 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $595 (-3.8%) Shares 956 (-2.5%) Est. Cost $561.53 Unrealized +10.7%
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $136 (-14.5%) Shares 10,498 (-11.8%) Est. Cost $13.37 Unrealized
KEY KEYCORP 0.0%
Value ($000) $335 (+7.3%) Shares 16,219 (-2.9%) Est. Cost $15.74 Unrealized +17.5%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $61 (-27.1%) Shares 11,955 (-27.4%) Est. Cost $4.53 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $1,079 (+2.1%) Shares 23,631 (-5.0%) Est. Cost $31.96 Unrealized +27.8%
NEM NEWMONT CORP 0.0%
Value ($000) $1,016 (+2.2%) Shares 10,174 (-13.7%) Est. Cost $47.39 Unrealized +90.3%
ARTY ISHARES TR 0.0%
Value ($000) $1,048 (+2.0%) Shares 21,748 (-3.1%) Est. Cost $45.78 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $253 (-7.4%) Shares 27,433 (-9.1%) Est. Cost $8.69 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $202 (-8.7%) Shares 1,458 (-8.2%) Est. Cost $151.77 Unrealized -12.4%
DON WISDOMTREE TR 0.0%
Value ($000) $781 (-2.4%) Shares 15,130 (-1.1%) Est. Cost $46.83 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $162 (-10.0%) Shares 19,427 (-10.8%) Est. Cost $8.12 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $210 (-7.7%) Shares 7,485 (-18.9%) Est. Cost $24.65 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $263 (+7.0%) Shares 3,173 (-13.5%) Est. Cost $73.16 Unrealized +2.0%
AON AON PLC 0.0%
Value ($000) $573 (-2.7%) Shares 1,625 (-1.6%) Est. Cost $348.60 Unrealized +0.2%
TLH ISHARES TR 0.0%
Value ($000) $321 (-4.5%) Shares 3,158 (-3.2%) Est. Cost $103.45 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $411 (-3.5%) Shares 10,806 (-4.2%) Est. Cost $37.77 Unrealized
DRTS ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $218 (-6.3%) Shares 44,046 (-14.7%) Est. Cost $3.40 Unrealized +23.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $709 (-2.0%) Shares 2,444 (-5.7%) Est. Cost $234.99 Unrealized +19.4%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 (-6.0%) Shares 2,817 (-6.0%) Est. Cost $80.69 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $1,042 (-1.4%) Shares 16,275 (-1.7%) Est. Cost $58.34 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.0%
Value ($000) $900 (+1.6%) Shares 59,833 (-2.7%) Est. Cost $14.42 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $2,680 (+0.5%) Shares 8,512 (-1.7%) Est. Cost $74963.65 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $607 (-2.2%) Shares 9,653 (-3.8%) Est. Cost $52.23 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $607 (-2.2%) Shares 15,544 (-4.9%) Est. Cost $37.94 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $758 (-1.8%) Shares 40,284 (-1.3%) Est. Cost $17.71 Unrealized +1.8%
JBL JABIL INC 0.0%
Value ($000) $396 (+3.6%) Shares 1,736 (-1.4%) Est. Cost $161.93 Unrealized +31.7%
EVR EVERCORE INC 0.0%
Value ($000) $698 (-1.9%) Shares 2,053 (-2.7%) Est. Cost $253.27 Unrealized +26.7%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $84 (+19.0%) Shares 12,144 (-1.1%) Est. Cost $5.73 Unrealized
MTGP WISDOMTREE TR 0.0%
Value ($000) $229 (-5.4%) Shares 5,149 (-5.4%) Est. Cost $44.55 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $554 (-2.3%) Shares 26,596 (-3.3%) Est. Cost $20.60 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $947 (+1.4%) Shares 5,549 (-1.3%) Est. Cost $166.10 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $251 (+5.3%) Shares 703 (-2.0%) Est. Cost $350.85 Unrealized +0.8%
QGRW WISDOMTREE TR 0.0%
Value ($000) $2,035 (+0.6%) Shares 34,686 (-1.6%) Est. Cost $57.36 Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value ($000) $1,235 (+1.0%) Shares 38,025 (-3.0%) Est. Cost $31.19 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $496 (-2.4%) Shares 11,196 (-2.2%) Est. Cost $44.42 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $235 (-4.7%) Shares 4,262 (-2.6%) Est. Cost $51.82 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $3,463 (-0.3%) Shares 101,091 (-2.8%) Est. Cost $33.42 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $293 (+4.1%) Shares 1,013 (-8.2%) Est. Cost $266.94 Unrealized +1.6%
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $279 (-3.9%) Shares 9,772 (-7.4%) Est. Cost $27.03 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $1,351 (-0.8%) Shares 10,456 (-3.3%) Est. Cost $117.83 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $465 (-2.3%) Shares 5,895 (-2.2%) Est. Cost $78.80 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $2,951 (+0.4%) Shares 54,606 (-3.3%) Est. Cost $52.29 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $213 (-4.9%) Shares 736 (-7.5%) Est. Cost $286.66 Unrealized -2.0%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $4,552 (+0.2%) Shares 102,495 (-3.4%) Est. Cost $34.50 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $1,058 (+1.0%) Shares 46,780 (-1.0%) Est. Cost $22.16 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $166 (+6.2%) Shares 31,287 (-9.1%) Est. Cost $2.98 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $382 (-2.4%) Shares 3,752 (-3.4%) Est. Cost $95.98 Unrealized
CIFR CIPHER MINING INC 0.0%
Value ($000) $163 (+5.9%) Shares 11,065 (-9.6%) Est. Cost $7.54 Unrealized +134.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $3,496 (+0.3%) Shares 30,322 (-2.2%) Est. Cost $85.94 Unrealized +37.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $511 (-1.7%) Shares 53,622 (-6.1%) Est. Cost $8.75 Unrealized
BALL BALL CORP 0.0%
Value ($000) $306 (+2.9%) Shares 5,780 (-2.0%) Est. Cost $53.70 Unrealized -8.6%
DXCM DEXCOM INC 0.0%
Value ($000) $266 (-3.1%) Shares 4,004 (-1.7%) Est. Cost $81.60 Unrealized -20.8%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,076 (-0.3%) Shares 69,030 (-1.8%) Est. Cost $8231.12 Unrealized
EATON VANCE TAX MNGED BUY WR 0.0%
Value ($000) $224 (-3.0%) Shares 14,650 (-4.7%) Est. Cost $14.46 Unrealized
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $338 (-1.9%) Shares 5,799 (-3.5%) Est. Cost $57.37 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $761 (-0.8%) Shares 5,501 (-4.4%) Est. Cost $103.10 Unrealized +27.6%
HIGHLAND GLOBAL ALLOCATION F 0.0%
Value ($000) $339 (-1.9%) Shares 37,100 (-2.3%) Est. Cost $9.09 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $554 (-1.0%) Shares 4,401 (-1.0%) Est. Cost $122.28 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value ($000) $662 (+0.8%) Shares 10,903 (-1.3%) Est. Cost $46.58 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $437 (+1.1%) Shares 4,282 (-2.2%) Est. Cost $67.91 Unrealized +52.6%
CME CME GROUP INC 0.0%
Value ($000) $810 (-0.6%) Shares 2,965 (-1.6%) Est. Cost $209.73 Unrealized +29.1%
ABRDN WORLD HEALTHCARE FUND 0.0%
Value ($000) $736 (+0.6%) Shares 57,101 (-1.7%) Est. Cost $10.26 Unrealized
AGQ PROSHARES TR II 0.0%
Value ($000) $244 (+1.8%) Shares 1,570 (-50.0%) Est. Cost $76.24 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $221 (-1.8%) Shares 4,597 (-2.0%) Est. Cost $47.88 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $411 (+1.0%) Shares 5,988 (-1.5%) Est. Cost $76.43 Unrealized -13.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $316 (-0.9%) Shares 3,688 (-9.0%) Est. Cost $73.64 Unrealized +8.2%
ICOW PACER FDS TR 0.0%
Value ($000) $324 (-0.8%) Shares 8,259 (-7.8%) Est. Cost $36.42 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,681 (-0.1%) Shares 11,361 (-1.0%) Est. Cost $233.78 Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $1,317 (+0.2%) Shares 26,414 (-1.8%) Est. Cost $48.88 Unrealized
EATON VANCE TAX-ADVANTAGED G 0.0%
Value ($000) $358 (-0.6%) Shares 11,783 (-9.8%) Est. Cost $27.56 Unrealized
EPS WISDOMTREE TR 0.0%
Value ($000) $1,133 (-0.1%) Shares 15,993 (-2.8%) Est. Cost $68.94 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,159 (+0.1%) Shares 35,547 (-2.8%) Est. Cost $59.00 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $419 (-0.3%) Shares 1,901 (-4.2%) Est. Cost $153.99 Unrealized
IAK ISHARES TR 0.0%
Value ($000) $315 (+0.2%) Shares 2,315 (-1.4%) Est. Cost $137.81 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $262 (-0.1%) Shares 7,678 (-4.0%) Est. Cost $32.75 Unrealized

Unchanged Positions (230)

GOOG ALPHABET INC 0.5%
Value ($000) $34,228 Shares 109,077 Est. Cost $163.07 Unrealized +75.6%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $99,568 Shares 145,586 Est. Cost $143975.19 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $9,868 Shares 12,784 Est. Cost $802.68 Unrealized -15.4%
NUGT DIREXION SHS ETF TR 0.2%
Value ($000) $15,260 Shares 83,000 Est. Cost $154.44 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $3,418 Shares 116,758 Est. Cost $47.18 Unrealized -12.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $8,169 Shares 14,424 Est. Cost $421.61 Unrealized +26.3%
MOS MOSAIC CO NEW 0.1%
Value ($000) $3,727 Shares 154,708 Est. Cost $25.66 Unrealized +4.3%
BITB BITWISE BITCOIN ETF TR 0.1%
Value ($000) $4,668 Shares 98,145 Est. Cost $62.22 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $6,601 Shares 849,517 Est. Cost $4.80 Unrealized +71.5%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $60,664 Shares 188,270 Est. Cost $216.58 Unrealized +42.9%
SIL GLOBAL X FDS 0.1%
Value ($000) $6,897 Shares 81,687 Est. Cost $32.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $17,417 Shares 58,798 Est. Cost $217.26 Unrealized +37.5%
SILJ AMPLIFY ETF TR 0.1%
Value ($000) $5,368 Shares 194,000 Est. Cost $23.09 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $21,574 Shares 44,795 Est. Cost $429.64 Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value ($000) $4,736 Shares 160,052 Est. Cost $12.50 Unrealized +110.3%
UUUU ENERGY FUELS INC 0.2%
Value ($000) $14,895 Shares 1,024,428 Est. Cost $6.07 Unrealized +179.4%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $7,739 Shares 431,615 Est. Cost $18.61 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $4,680 Shares 32,622 Est. Cost $96.42 Unrealized +37.7%
SO SOUTHERN CO 0.1%
Value ($000) $7,406 Shares 84,934 Est. Cost $75.67 Unrealized +20.1%
CIEN CIENA CORP 0.0%
Value ($000) $1,633 Shares 6,984 Est. Cost $71.76 Unrealized +170.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2,361 Shares 16,110 Est. Cost $151.11 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $2,764 Shares 37,622 Est. Cost $38.71 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $7,613 Shares 49,558 Est. Cost $97.15 Unrealized +52.0%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $1,225 Shares 109,585 Est. Cost $18.75 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $2,410 Shares 4,150 Est. Cost $182.51 Unrealized +242.5%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $7,005 Shares 60,337 Est. Cost $78.00 Unrealized +41.7%
KO COCA COLA CO 0.1%
Value ($000) $9,054 Shares 129,514 Est. Cost $58.98 Unrealized +17.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $9,999 Shares 143,927 Est. Cost $67.26 Unrealized
URG UR-ENERGY INC 0.0%
Value ($000) $1,409 Shares 1,013,729 Est. Cost $1.36 Unrealized +9.2%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $4,672 Shares 10,474 Est. Cost $274.77 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,289 Shares 205,465 Est. Cost $24350.60 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $3,655 Shares 25,351 Est. Cost $110.20 Unrealized
DX DYNEX CAP INC 0.0%
Value ($000) $2,957 Shares 211,048 Est. Cost $12.37 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $9,148 Shares 19,515 Est. Cost $308.88 Unrealized +64.9%
NTR NUTRIEN LTD 0.1%
Value ($000) $6,128 Shares 98,423 Est. Cost $46.34 Unrealized +27.0%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $1,002 Shares 47,195 Est. Cost $15.18 Unrealized +10.5%
ARKF ARK ETF TR 0.0%
Value ($000) $1,790 Shares 37,590 Est. Cost $56.80 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,993 Shares 6,424 Est. Cost $190.69 Unrealized +49.6%
SMC SUMMIT MIDSTREAM CORPORATION 0.0%
Value ($000) $1,414 Shares 52,985 Est. Cost $23.23 Unrealized +2.4%
EMHY ISHARES INC 0.2%
Value ($000) $12,954 Shares 320,891 Est. Cost $38.29 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $2,648 Shares 5,949 Est. Cost $554.54 Unrealized -16.7%
EFA ISHARES TR 0.1%
Value ($000) $9,470 Shares 98,618 Est. Cost $81.01 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1,367 Shares 40,138 Est. Cost $27.80 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $12,722 Shares 106,618 Est. Cost $121.06 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $2,548 Shares 19,959 Est. Cost $108.06 Unrealized +14.6%
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $3,005 Shares 150,986 Est. Cost $8.21 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $1,993 Shares 15,049 Est. Cost $143.18 Unrealized +2.3%
CTAS CINTAS CORP 0.0%
Value ($000) $3,127 Shares 16,624 Est. Cost $205.98 Unrealized -8.7%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $5,025 Shares 80,865 Est. Cost $33177.20 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $2,739 Shares 252,691 Est. Cost $9.39 Unrealized
GEL GENESIS ENERGY L P 0.0%
Value ($000) $3,284 Shares 210,497 Est. Cost $10.11 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value ($000) $4,885 Shares 93,206 Est. Cost $54.34 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $2,175 Shares 40,374 Est. Cost $45.61 Unrealized +6.8%
DNN DENISON MINES CORP 0.1%
Value ($000) $6,329 Shares 2,379,247 Est. Cost $2.10 Unrealized +29.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,518 Shares 6,621 Est. Cost $243.84 Unrealized -10.0%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $3,228 Shares 84,812 Est. Cost $39.30 Unrealized -2.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $80,795 Shares 160,739 Est. Cost $460.19 Unrealized +8.1%
INDY ISHARES TR 0.1%
Value ($000) $6,725 Shares 136,444 Est. Cost $50.84 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $891 Shares 26,000 Est. Cost $27.37 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $3,810 Shares 38,134 Est. Cost $65.55 Unrealized +44.5%
ABBV ABBVIE INC 0.2%
Value ($000) $15,573 Shares 68,156 Est. Cost $163.85 Unrealized +38.9%
NUE NUCOR CORP 0.0%
Value ($000) $840 Shares 5,131 Est. Cost $147.37 Unrealized +1.6%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $2,603 Shares 302,682 Est. Cost $8.13 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $5,500 Shares 32,152 Est. Cost $156.37 Unrealized +9.2%
FRO FRONTLINE PLC 0.0%
Value ($000) $3,164 Shares 145,000 Est. Cost $17.96 Unrealized +30.2%
SHV ISHARES TR 0.4%
Value ($000) $24,810 Shares 225,240 Est. Cost $110.46 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $495 Shares 146 Est. Cost $3066.53 Unrealized +23.2%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $546 Shares 2,927 Est. Cost $83.05 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $6,481 Shares 50,842 Est. Cost $115.21 Unrealized +7.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $2,163 Shares 18,458 Est. Cost $105.70 Unrealized +15.0%
MUR MURPHY OIL CORP 0.0%
Value ($000) $1,257 Shares 40,216 Est. Cost $30.08 Unrealized -1.5%
CRH CRH PLC 0.0%
Value ($000) $2,519 Shares 20,184 Est. Cost $61.74 Unrealized +93.0%
CHAT TIDAL TRUST II 0.0%
Value ($000) $3,232 Shares 54,823 Est. Cost $61.50 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $7,383 Shares 111,143 Est. Cost $65.00 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $280 Shares 9,971 Est. Cost $39.18 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,217 Shares 58,161 Est. Cost $36.35 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $6,286 Shares 8,339 Est. Cost $552.29 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $569 Shares 1,480 Est. Cost $369.74 Unrealized +8.4%
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $1,094 Shares 225,633 Est. Cost $4.41 Unrealized
XHB SPDR SERIES TRUST 0.0%
Value ($000) $1,102 Shares 10,707 Est. Cost $103.83 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1,293 Shares 5,768 Est. Cost $168.82 Unrealized +34.6%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $1,370 Shares 22,111 Est. Cost $42.84 Unrealized +32.3%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $420 Shares 3,955 Est. Cost $97.23 Unrealized +19.0%
CURE DIREXION SHS ETF TR 0.0%
Value ($000) $316 Shares 2,831 Est. Cost $83.52 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $10,056 Shares 104,573 Est. Cost $1614.34 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $440 Shares 15,175 Est. Cost $24.35 Unrealized +5.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,816 Shares 8,856 Est. Cost $182.11 Unrealized +9.3%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $407 Shares 39,058 Est. Cost $9.76 Unrealized +41.3%
DE DEERE & CO 0.1%
Value ($000) $3,881 Shares 8,307 Est. Cost $413.45 Unrealized +13.1%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $2,523 Shares 66,280 Est. Cost $37.35 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $1,100 Shares 61,265 Est. Cost $17.15 Unrealized
MLN VANECK ETF TRUST 0.1%
Value ($000) $8,293 Shares 473,060 Est. Cost $17.48 Unrealized
ASTL ALGOMA STL GROUP INC 0.0%
Value ($000) $452 Shares 110,333 Est. Cost $5.31 Unrealized -24.9%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $1,474 Shares 54,394 Est. Cost $28.36 Unrealized -8.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $6,193 Shares 10,229 Est. Cost $207087.34 Unrealized
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $1,946 Shares 61,862 Est. Cost $30.88 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $3,865 Shares 43,213 Est. Cost $88.96 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $4,828 Shares 99,174 Est. Cost $49.19 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $2,521 Shares 10,045 Est. Cost $145.16 Unrealized +71.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $939 Shares 4,304 Est. Cost $234.32 Unrealized -8.8%
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $2,496 Shares 65,299 Est. Cost $37.70 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,288 Shares 17,577 Est. Cost $70.97 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $999 Shares 101,444 Est. Cost $8.52 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $368 Shares 13,205 Est. Cost $31.38 Unrealized
TOST TOAST INC 0.0%
Value ($000) $2,461 Shares 69,314 Est. Cost $43.41 Unrealized -17.0%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $1,458 Shares 119,438 Est. Cost $9.61 Unrealized +27.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $315 Shares 23,425 Est. Cost $8.74 Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $468 Shares 14,308 Est. Cost $30.71 Unrealized +2.0%
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $1,712 Shares 186,100 Est. Cost $7.37 Unrealized +19.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $780 Shares 2,834 Est. Cost $320.18 Unrealized -12.8%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $270 Shares 3,652 Est. Cost $57.66 Unrealized +22.6%
NVS NOVARTIS AG 0.0%
Value ($000) $621 Shares 4,507 Est. Cost $45330.86 Unrealized
LINE LINEAGE INC 0.0%
Value ($000) $444 Shares 12,501 Est. Cost $61.39 Unrealized
SGDJ SPROTT ETF TRUST 0.0%
Value ($000) $261 Shares 3,106 Est. Cost $71.79 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $2,570 Shares 23,306 Est. Cost $96.57 Unrealized +13.7%
SOWG SOW GOOD INC 0.0%
Value ($000) $32 Shares 92,500 Est. Cost $0.83 Unrealized -20.5%
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $20,042 Shares 523,015 Est. Cost $38.02 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $1,715 Shares 61,766 Est. Cost $24.72 Unrealized
PII POLARIS INC 0.0%
Value ($000) $460 Shares 7,266 Est. Cost $58.55 Unrealized +12.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $838 Shares 2,853 Est. Cost $184.03 Unrealized +56.7%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,304 Shares 18,518 Est. Cost $68.71 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $768 Shares 20,016 Est. Cost $38.12 Unrealized +3.2%
INTF ISHARES TR 0.0%
Value ($000) $599 Shares 15,863 Est. Cost $29497.74 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $974 Shares 16,947 Est. Cost $51.23 Unrealized +16.1%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $1,090 Shares 30,847 Est. Cost $34.72 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $3,725 Shares 94,301 Est. Cost $38.50 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1,603 Shares 10,352 Est. Cost $153.27 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $5,001 Shares 30,896 Est. Cost $127.86 Unrealized +20.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $2,249 Shares 30,598 Est. Cost $93.37 Unrealized -24.5%
CG CARLYLE GROUP INC 0.0%
Value ($000) $401 Shares 6,783 Est. Cost $42.13 Unrealized +33.6%
CLOI VANECK ETF TRUST 0.0%
Value ($000) $2,091 Shares 39,591 Est. Cost $53.10 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $386 Shares 4,858 Est. Cost $71.73 Unrealized +15.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $6,895 Shares 12,079 Est. Cost $453.64 Unrealized +23.2%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $788 Shares 3,136 Est. Cost $244.10 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $231 Shares 2,748 Est. Cost $77.13 Unrealized +3.1%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $8,453 Shares 168,086 Est. Cost $197.10 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $446 Shares 12,842 Est. Cost $33.14 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $222 Shares 18,834 Est. Cost $7.32 Unrealized +51.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,033 Shares 25,998 Est. Cost $5123.95 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,798 Shares 81,671 Est. Cost $46.41 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $313 Shares 2,347 Est. Cost $94.36 Unrealized +57.9%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $752 Shares 18,987 Est. Cost $38.57 Unrealized
ARMK ARAMARK 0.0%
Value ($000) $469 Shares 12,728 Est. Cost $26.01 Unrealized +45.8%
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $5,086 Shares 216,443 Est. Cost $23.42 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $284 Shares 8,292 Est. Cost $32.45 Unrealized -0.1%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $173 Shares 14,788 Est. Cost $5.01 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $2,227 Shares 19,549 Est. Cost $100.90 Unrealized
SNSR GLOBAL X FDS 0.0%
Value ($000) $341 Shares 9,190 Est. Cost $35.08 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $569 Shares 36,326 Est. Cost $15.19 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $273 Shares 3,500 Est. Cost $81.80 Unrealized -2.2%
TELFY TELEFONICA S A 0.0%
Value ($000) $81 Shares 19,211 Est. Cost $4.18 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $576 Shares 751 Est. Cost $836.45 Unrealized -6.6%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $1,566 Shares 23,918 Est. Cost $64.69 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,462 Shares 34,685 Est. Cost $69.95 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $540 Shares 15,659 Est. Cost $30.62 Unrealized +10.6%
EZU ISHARES INC 0.0%
Value ($000) $344 Shares 5,371 Est. Cost $61.94 Unrealized
INDS PACER FDS TR 0.0%
Value ($000) $1,510 Shares 40,192 Est. Cost $37.21 Unrealized
EWJ ISHARES INC 0.2%
Value ($000) $15,434 Shares 191,156 Est. Cost $71.10 Unrealized
SMBS SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,745 Shares 106,922 Est. Cost $25.71 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $573 Shares 3,848 Est. Cost $145.60 Unrealized
GAMCO NAT RES GOLD & INCOME 0.0%
Value ($000) $226 Shares 30,358 Est. Cost $7.03 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $1,137 Shares 11,732 Est. Cost $87.88 Unrealized
ELDN ELEDON PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 11,500 Est. Cost $2.92 Unrealized -18.7%
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $391 Shares 5,091 Est. Cost $74.90 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,083 Shares 6,188 Est. Cost $262.65 Unrealized +29.8%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $4,370 Shares 219,946 Est. Cost $19.82 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $6,194 Shares 65,778 Est. Cost $7146.15 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $655 Shares 13,619 Est. Cost $47.63 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $666 Shares 3,211 Est. Cost $183.25 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $472 Shares 3,373 Est. Cost $99.24 Unrealized +36.5%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $228 Shares 5,102 Est. Cost $46.68 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $767 Shares 8,705 Est. Cost $82.14 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $272 Shares 2,935 Est. Cost $80.34 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,851 Shares 15,205 Est. Cost $120.50 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $755 Shares 7,371 Est. Cost $101.96 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $367 Shares 3,384 Est. Cost $88.66 Unrealized
SR SPIRE INC 0.0%
Value ($000) $299 Shares 3,582 Est. Cost $81.52 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value ($000) $1,608 Shares 62,284 Est. Cost $8289.53 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $509 Shares 27,578 Est. Cost $19.92 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $5,013 Shares 212,019 Est. Cost $23.62 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $272 Shares 1,463 Est. Cost $181.55 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $1,274 Shares 21,074 Est. Cost $58.18 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $243 Shares 1,744 Est. Cost $127.29 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $2,177 Shares 15,644 Est. Cost $50574.38 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $399 Shares 967 Est. Cost $326.97 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,202 Shares 15,364 Est. Cost $23411.94 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $395 Shares 8,956 Est. Cost $44.67 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $246 Shares 3,594 Est. Cost $59.30 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,565 Shares 92,501 Est. Cost $15.66 Unrealized +10.9%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $325 Shares 4,890 Est. Cost $62.32 Unrealized
IAI ISHARES TR 0.0%
Value ($000) $438 Shares 2,443 Est. Cost $95.71 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1,002 Shares 54,055 Est. Cost $17.96 Unrealized
MSGM MOTORSPORT GAMES INC 0.0%
Value ($000) $49 Shares 15,360 Est. Cost $3.08 Unrealized -11.0%
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $225 Shares 3,485 Est. Cost $63.03 Unrealized
DRLL EA SERIES TRUST 0.0%
Value ($000) $720 Shares 25,233 Est. Cost $28.75 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $743 Shares 35,364 Est. Cost $20.70 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $233 Shares 3,914 Est. Cost $58.21 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $516 Shares 2,561 Est. Cost $173.79 Unrealized +9.4%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $205 Shares 4,263 Est. Cost $47.56 Unrealized
DOW DOW INC 0.0%
Value ($000) $373 Shares 15,949 Est. Cost $41.26 Unrealized -44.8%
OUSA ALPS ETF TR 0.0%
Value ($000) $378 Shares 6,550 Est. Cost $47.08 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $249 Shares 3,994 Est. Cost $63.55 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $263 Shares 6,273 Est. Cost $41.15 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,028 Shares 10,064 Est. Cost $91.27 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $333 Shares 2,620 Est. Cost $93.05 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $863 Shares 12,436 Est. Cost $69.08 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $208 Shares 4,163 Est. Cost $52.07 Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $568 Shares 5,621 Est. Cost $100.77 Unrealized
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $1,883 Shares 124,267 Est. Cost $14.33 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $209 Shares 7,727 Est. Cost $28.54 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $443 Shares 3,117 Est. Cost $136.76 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $215 Shares 26,466 Est. Cost $8.09 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $5,074 Shares 214,389 Est. Cost $23.66 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,466 Shares 72,478 Est. Cost $19.82 Unrealized -0.1%
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $382 Shares 13,049 Est. Cost $29.24 Unrealized
MFS MUN INCOME TR 0.0%
Value ($000) $305 Shares 56,105 Est. Cost $5.39 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $345 Shares 13,830 Est. Cost $24.79 Unrealized
NBTB NBT BANCORP INC 0.0%
Value ($000) $371 Shares 8,924 Est. Cost $41.63 Unrealized -0.1%
MBSF VALUED ADVISERS TR 0.0%
Value ($000) $312 Shares 12,148 Est. Cost $25.47 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $3,369 Shares 16,109 Est. Cost $183.00 Unrealized
MMIN NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $229 Shares 9,528 Est. Cost $23.81 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $173 Shares 17,193 Est. Cost $9.86 Unrealized
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $274 Shares 31,269 Est. Cost $8.72 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $1,063 Shares 10,541 Est. Cost $106.30 Unrealized -8.4%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $642 Shares 6,817 Est. Cost $74834.93 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $955 Shares 9,183 Est. Cost $104.30 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $289 Shares 28,749 Est. Cost $10.03 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $367 Shares 7,055 Est. Cost $48.97 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $203 Shares 3,007 Est. Cost $67.77 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $312 Shares 1,782 Est. Cost $179.69 Unrealized -3.8%