Gladstone Institutional Advisory LLC Diversified Active

Location: Bedminster, NJ

CIK: 0001766530 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 27, 2026

Total Value: $3.163B (100.0% shares, 0.0% debt)

Holdings (892)

New Positions (105)

BALT INNOVATOR ETFS TRUST 0.1%
Value $3.286M Shares 95,898 Est. Cost $34.27 Unrealized
SQMX FIRST TR EXCHNG TRADED FD VI 0.1%
Value $2.697M Shares 78,845 Est. Cost $34.21 Unrealized
CAGE CALAMOS ETF TR 0.1%
Value $2.56M Shares 92,387 Est. Cost $27.71 Unrealized
SHAZ SHARONAI HOLDINGS INC 0.1%
Value $2.284M Shares 26,980 Est. Cost $84.66 Unrealized
FSMD FIDELITY COVINGTON TRUST 0.1%
Value $1.971M Shares 37,294 Est. Cost $52.85 Unrealized
SNDK SANDISK CORP 0.1%
Value $1.737M Shares 764 Est. Cost $2274.13 Unrealized
COLA COLUMBUS ACQUISITION CORP 0.0%
Value $1.559M Shares 146,416 Est. Cost $10.65 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $1.122M Shares 193,049 Est. Cost $5.81 Unrealized
BCAR D. BORAL ARC ACQ I CORP. 0.0%
Value $1.085M Shares 103,995 Est. Cost $10.43 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $1.069M Shares 6,259 Est. Cost $170.86 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $1.005M Shares 15,657 Est. Cost $64.19 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $954K Shares 3,151 Est. Cost $302.70 Unrealized
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value $851K Shares 40,404 Est. Cost $21.05 Unrealized
IWV ISHARES TR 0.0%
Value $812K Shares 1,905 Est. Cost $426.40 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value $746K Shares 11,663 Est. Cost $64.00 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $723K Shares 2,619 Est. Cost $276.12 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $713K Shares 3,186 Est. Cost $223.90 Unrealized
GPCR STRUCTURE THERAPEUTICS INC 0.0%
Value $712K Shares 13,275 Est. Cost $53.67 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $704K Shares 3,183 Est. Cost $221.08 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value $562K Shares 6,924 Est. Cost $81.13 Unrealized
SFD SMITHFIELD FOODS INC 0.0%
Value $539K Shares 22,221 Est. Cost $24.26 Unrealized
SNEX STONEX GROUP INC 0.0%
Value $533K Shares 4,502 Est. Cost $118.50 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $531K Shares 6,981 Est. Cost $76.05 Unrealized
NUAI NEW ERA ENERGY & DIGITAL INC 0.0%
Value $527K Shares 82,650 Est. Cost $6.38 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $510K Shares 1,722 Est. Cost $296.04 Unrealized
CSTM CONSTELLIUM SE 0.0%
Value $497K Shares 15,592 Est. Cost $31.87 Unrealized
RSPC INVESCO EXCHANGE TRADED FD T 0.0%
Value $491K Shares 13,911 Est. Cost $35.30 Unrealized
RSPA INVESCO ACTIVELY MANAGED EXC 0.0%
Value $487K Shares 9,128 Est. Cost $53.35 Unrealized
TPB TURNING PT BRANDS INC 0.0%
Value $471K Shares 5,550 Est. Cost $84.81 Unrealized
GNOM GLOBAL X FDS 0.0%
Value $460K Shares 8,102 Est. Cost $56.83 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $457K Shares 10,129 Est. Cost $45.11 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value $457K Shares 9,068 Est. Cost $50.37 Unrealized
QQA INVESCO ACTIVELY MANAGED EXC 0.0%
Value $455K Shares 7,890 Est. Cost $57.63 Unrealized
IXP ISHARES TR 0.0%
Value $438K Shares 3,883 Est. Cost $112.83 Unrealized
SNDA SONIDA SENIOR LIVING INC 0.0%
Value $435K Shares 10,662 Est. Cost $40.80 Unrealized
MET METLIFE INC 0.0%
Value $430K Shares 5,079 Est. Cost $84.61 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $425K Shares 9,100 Est. Cost $46.74 Unrealized
RAAX VANECK ETF TRUST 0.0%
Value $418K Shares 10,543 Est. Cost $39.67 Unrealized
EVSD MORGAN STANLEY ETF TRUST 0.0%
Value $387K Shares 7,618 Est. Cost $50.85 Unrealized
DOV DOVER CORP 0.0%
Value $383K Shares 1,708 Est. Cost $224.28 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $367K Shares 3,403 Est. Cost $107.93 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $366K Shares 3,598 Est. Cost $101.65 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $357K Shares 2,826 Est. Cost $126.33 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $356K Shares 1,923 Est. Cost $185.14 Unrealized
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value $345K Shares 7,992 Est. Cost $43.12 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value $341K Shares 7,467 Est. Cost $45.70 Unrealized
IALT BLACKROCK ETF TRUST 0.0%
Value $320K Shares 11,424 Est. Cost $28.05 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $319K Shares 1,683 Est. Cost $189.62 Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value $315K Shares 2,650 Est. Cost $118.95 Unrealized
CIEN CIENA CORP 0.0%
Value $312K Shares 635 Est. Cost $490.56 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $303K Shares 2,636 Est. Cost $114.85 Unrealized
EFAV ISHARES TR 0.0%
Value $301K Shares 3,437 Est. Cost $87.71 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $300K Shares 1,095 Est. Cost $273.60 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $290K Shares 4,924 Est. Cost $58.87 Unrealized
FESM FIDELITY COVINGTON TRUST 0.0%
Value $282K Shares 5,833 Est. Cost $48.29 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $280K Shares 579 Est. Cost $483.02 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $278K Shares 2,973 Est. Cost $93.66 Unrealized
SMHX VANECK ETF TRUST 0.0%
Value $278K Shares 4,345 Est. Cost $63.89 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value $276K Shares 10,047 Est. Cost $27.47 Unrealized
SHYG ISHARES TR 0.0%
Value $275K Shares 6,480 Est. Cost $42.41 Unrealized
HYEM VANECK ETF TRUST 0.0%
Value $274K Shares 13,604 Est. Cost $20.11 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $272K Shares 1,642 Est. Cost $165.43 Unrealized
IGV ISHARES TR 0.0%
Value $268K Shares 2,959 Est. Cost $90.60 Unrealized
BUG GLOBAL X FDS 0.0%
Value $259K Shares 6,772 Est. Cost $38.19 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $256K Shares 6,150 Est. Cost $41.67 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $255K Shares 685 Est. Cost $372.87 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $254K Shares 4,110 Est. Cost $61.76 Unrealized
NTAP NETAPP INC 0.0%
Value $249K Shares 1,611 Est. Cost $154.76 Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value $247K Shares 3,100 Est. Cost $79.73 Unrealized
DIEM FRANKLIN TEMPLETON ETF TR 0.0%
Value $244K Shares 5,625 Est. Cost $43.40 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $241K Shares 1,070 Est. Cost $225.43 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value $236K Shares 7,112 Est. Cost $33.19 Unrealized
VTRS VIATRIS INC 0.0%
Value $235K Shares 14,790 Est. Cost $15.88 Unrealized
KEEL KEEL INFRASTRUCTURE CORP 0.0%
Value $233K Shares 40,550 Est. Cost $5.74 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $231K Shares 2,779 Est. Cost $83.30 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $231K Shares 11,324 Est. Cost $20.37 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value $228K Shares 5,676 Est. Cost $40.13 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $227K Shares 405 Est. Cost $560.61 Unrealized
DGS WISDOMTREE TR 0.0%
Value $227K Shares 3,506 Est. Cost $64.72 Unrealized
ASST STRIVE INC 0.0%
Value $224K Shares 20,500 Est. Cost $10.91 Unrealized
GRMN GARMIN LTD 0.0%
Value $222K Shares 934 Est. Cost $237.54 Unrealized
IDU ISHARES TR 0.0%
Value $221K Shares 1,928 Est. Cost $114.63 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.0%
Value $218K Shares 10,347 Est. Cost $21.05 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $217K Shares 6,993 Est. Cost $31.10 Unrealized
IJT ISHARES TR 0.0%
Value $216K Shares 1,212 Est. Cost $178.60 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value $216K Shares 4,700 Est. Cost $45.89 Unrealized
IFRA ISHARES TR 0.0%
Value $215K Shares 3,403 Est. Cost $63.05 Unrealized
WSFS WSFS FINL CORP 0.0%
Value $214K Shares 2,788 Est. Cost $76.73 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $210K Shares 621 Est. Cost $338.76 Unrealized
HEEM ISHARES INC 0.0%
Value $210K Shares 4,699 Est. Cost $44.73 Unrealized
EWJ ISHARES INC 0.0%
Value $209K Shares 2,244 Est. Cost $93.27 Unrealized
EVRG EVERGY INC 0.0%
Value $207K Shares 2,391 Est. Cost $86.42 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $207K Shares 1,523 Est. Cost $135.64 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $206K Shares 8,710 Est. Cost $23.62 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value $205K Shares 1,679 Est. Cost $122.31 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $204K Shares 1,682 Est. Cost $121.43 Unrealized
QUS SPDR SERIES TRUST 0.0%
Value $203K Shares 1,089 Est. Cost $186.81 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $203K Shares 1,231 Est. Cost $164.69 Unrealized
VIRTUS TOTAL RETURN FD INC 0.0%
Value $173K Shares 25,271 Est. Cost $6.83 Unrealized
CREDIT SUISSE ASSET MGMT 0.0%
Value $114K Shares 46,127 Est. Cost $2.48 Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value $114K Shares 11,050 Est. Cost $10.28 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $108K Shares 10,750 Est. Cost $10.03 Unrealized
NUVEEN N Y MUN VALUE FD 0.0%
Value $93,291 Shares 10,674 Est. Cost $8.74 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value $79,013 Shares 13,670 Est. Cost $5.78 Unrealized
LAES SEALSQ CORP 0.0%
Value $37,542 Shares 11,918 Est. Cost $3.15 Unrealized

Increased Positions (379)

BUFR FIRST TR EXCHNG TRADED FD VI 2.4%
Value $76.69M (+44.8%) Shares 2,099,250 (+33.9%) Est. Cost $29.58 Unrealized
IVV ISHARES TR 2.6%
Value $83.14M (+21.8%) Shares 111,015 (+6.3%) Est. Cost $461.65 Unrealized
NVDA NVIDIA CORPORATION 2.7%
Value $84.72M (+16.8%) Shares 423,416 (+1.8%) Est. Cost $104.26 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.9%
Value $29.18M (+69.8%) Shares 3,598,437 (+8.6%) Est. Cost $6.89 Unrealized
AAPL APPLE INC 2.6%
Value $82.12M (+16.9%) Shares 283,794 (+2.5%) Est. Cost $156.18 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value $14.39M (+346.5%) Shares 12,469 (+30.7%) Est. Cost $404.73 Unrealized
TE T1 ENERGY INC 0.6%
Value $19.95M (+120.6%) Shares 2,104,356 (+2.2%) Est. Cost $4.92 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value $67.06M (+17.8%) Shares 97,638 (+2.5%) Est. Cost $417.97 Unrealized
IVW ISHARES TR 1.4%
Value $45.67M (+25.0%) Shares 332,038 (+2.8%) Est. Cost $94.71 Unrealized
SPYG SPDR SERIES TRUST 1.3%
Value $42.43M (+25.2%) Shares 356,590 (+3.0%) Est. Cost $85.89 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 1.3%
Value $42.19M (+22.2%) Shares 520,450 (+2.9%) Est. Cost $61.43 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value $16.48M (+75.0%) Shares 86,525 (+22.1%) Est. Cost $185.57 Unrealized
GOOGL ALPHABET INC 1.1%
Value $33.59M (+26.4%) Shares 94,003 (+1.7%) Est. Cost $151.50 Unrealized
INTC INTEL CORP 0.3%
Value $9.563M (+253.4%) Shares 68,488 (+11.7%) Est. Cost $47.66 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.9%
Value $28.82M (+29.3%) Shares 95,124 (+1.4%) Est. Cost $165.58 Unrealized
LLY ELI LILLY & CO 0.7%
Value $23.67M (+37.6%) Shares 19,736 (+5.5%) Est. Cost $559.61 Unrealized
IJH ISHARES TR 1.1%
Value $35.78M (+21.7%) Shares 463,953 (+6.6%) Est. Cost $77.10 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value $24.76M (+32.3%) Shares 33,627 (+3.7%) Est. Cost $414.60 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.9%
Value $29.17M (+24.3%) Shares 581,585 (+24.2%) Est. Cost $49.85 Unrealized
IJR ISHARES TR 1.0%
Value $32.65M (+20.9%) Shares 220,151 (+1.3%) Est. Cost $106.97 Unrealized
SPMD SPDR SERIES TRUST 0.7%
Value $22.5M (+32.7%) Shares 333,055 (+16.3%) Est. Cost $55.57 Unrealized
RECS COLUMBIA ETF TR I 0.7%
Value $23.04M (+29.7%) Shares 532,297 (+16.8%) Est. Cost $31.67 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value $15M (+49.8%) Shares 40,537 (+29.8%) Est. Cost $272.39 Unrealized
SPTI SPDR SERIES TRUST 1.6%
Value $51.17M (+9.8%) Shares 1,802,308 (+10.9%) Est. Cost $28.61 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value $12.93M (+35.5%) Shares 69,815 (+18.3%) Est. Cost $130.27 Unrealized
QUAL ISHARES TR 0.6%
Value $19.16M (+21.0%) Shares 87,335 (+5.7%) Est. Cost $152.45 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.1%
Value $4.179M (+361.5%) Shares 153,921 (+363.8%) Est. Cost $27.28 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $5.052M (+139.3%) Shares 6,988 (+13.1%) Est. Cost $250.55 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $5.339M (+121.7%) Shares 15,657 (+4.2%) Est. Cost $181.76 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value $10.61M (+37.8%) Shares 88,809 (+704.7%) Est. Cost $160.13 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value $23.19M (+14.4%) Shares 97,990 (+4.0%) Est. Cost $196.73 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value $16.64M (+20.9%) Shares 193,222 (+512.9%) Est. Cost $124.15 Unrealized
CNEQ THE ALGER ETF TRUST 0.1%
Value $4.694M (+157.7%) Shares 113,744 (+94.3%) Est. Cost $35.90 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value $3.305M (+509.5%) Shares 51,236 (+327.7%) Est. Cost $59.11 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $7.278M (+55.9%) Shares 45,869 (+44.1%) Est. Cost $144.37 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value $17.25M (+16.7%) Shares 79,155 (+5.1%) Est. Cost $167.40 Unrealized
FLEX FLEX LTD 0.1%
Value $2.611M (+848.6%) Shares 16,111 (+283.1%) Est. Cost $136.00 Unrealized
IWM ISHARES TR 0.3%
Value $10.73M (+26.6%) Shares 35,717 (+4.5%) Est. Cost $206.68 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $3.666M (+144.3%) Shares 8,459 (+20.5%) Est. Cost $135.86 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value $9.989M (+27.6%) Shares 286,956 (+11.8%) Est. Cost $35.69 Unrealized
EMXC ISHARES INC 0.3%
Value $7.997M (+37.0%) Shares 78,171 (+5.4%) Est. Cost $79.86 Unrealized
SPSM SPDR SERIES TRUST 0.4%
Value $11.93M (+21.2%) Shares 206,805 (+1.6%) Est. Cost $39.01 Unrealized
LIN LINDE PLC 0.1%
Value $3.996M (+99.1%) Shares 7,700 (+90.2%) Est. Cost $456.76 Unrealized
IEFA ISHARES TR 0.7%
Value $22.3M (+9.7%) Shares 230,889 (+2.8%) Est. Cost $78.37 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $3.077M (+161.8%) Shares 26,236 (+143.3%) Est. Cost $128.07 Unrealized
IWB ISHARES TR 0.1%
Value $2.655M (+222.6%) Shares 6,483 (+180.9%) Est. Cost $351.61 Unrealized
AIS TIDAL TRUST III 0.1%
Value $2.682M (+200.6%) Shares 31,440 (+47.7%) Est. Cost $55.17 Unrealized
KLAC KLA CORP 0.1%
Value $2.301M (+270.2%) Shares 7,626 (+1707.1%) Est. Cost $323.40 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.2%
Value $4.947M (+50.2%) Shares 25,801 (+28.2%) Est. Cost $142.56 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value $5.999M (+37.7%) Shares 177,273 (+18.6%) Est. Cost $40.95 Unrealized
NFLX NETFLIX INC. 0.1%
Value $4.731M (-24.9%) Shares 66,257 (+1.1%) Est. Cost $100.86 Unrealized
SPIB SPDR SERIES TRUST 0.7%
Value $20.65M (+8.0%) Shares 617,222 (+8.3%) Est. Cost $33.43 Unrealized
GE GE AEROSPACE 0.2%
Value $6.087M (+33.1%) Shares 16,286 (+1.1%) Est. Cost $161.77 Unrealized
GEV GE VERNOVA INC 0.1%
Value $3.707M (+64.3%) Shares 3,155 (+22.1%) Est. Cost $559.66 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.258M (+50.6%) Shares 47,385 (+5.0%) Est. Cost $56.86 Unrealized
GLW CORNING INC 0.1%
Value $2.587M (+119.9%) Shares 10,128 (+17.1%) Est. Cost $99.46 Unrealized
IWD ISHARES TR 0.2%
Value $7.867M (+21.6%) Shares 32,449 (+7.2%) Est. Cost $153.61 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value $7.187M (+23.9%) Shares 145,843 (+6.9%) Est. Cost $38.93 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $13.4M (+11.3%) Shares 52,767 (+7.2%) Est. Cost $153.02 Unrealized
SPMB SPDR SERIES TRUST 0.6%
Value $19.75M (+7.3%) Shares 885,033 (+7.7%) Est. Cost $22.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $7.571M (+20.5%) Shares 26,921 (+3.9%) Est. Cost $149.86 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value $6.374M (+24.6%) Shares 23,707 (+6.8%) Est. Cost $111.18 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value $7.245M (+20.6%) Shares 117,880 (+9.0%) Est. Cost $55.28 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value $4.701M (+34.9%) Shares 39,462 (+9.4%) Est. Cost $76.90 Unrealized
FEZ SPDR INDEX SHS FDS 0.3%
Value $9.006M (+15.4%) Shares 131,129 (+4.3%) Est. Cost $61.94 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $2.132M (+128.0%) Shares 7,151 (+48.5%) Est. Cost $205.23 Unrealized
BAC BANK OF AMER CORP 0.2%
Value $5.577M (+27.3%) Shares 97,869 (+8.9%) Est. Cost $37.82 Unrealized
IWF ISHARES TR 0.2%
Value $7.258M (+19.6%) Shares 58,453 (+310.6%) Est. Cost $146.26 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $9.715M (+13.9%) Shares 120,581 (+305.8%) Est. Cost $120.04 Unrealized
QINT AMERICAN CENTY ETF TR 0.2%
Value $6.335M (+21.7%) Shares 91,246 (+14.7%) Est. Cost $62.21 Unrealized
DYNF BLACKROCK ETF TRUST 0.2%
Value $6.994M (+18.9%) Shares 102,834 (+1.7%) Est. Cost $55.27 Unrealized
WELL WELLTOWER INC 0.2%
Value $6.21M (+21.6%) Shares 27,362 (+6.0%) Est. Cost $161.38 Unrealized
DXJ WISDOMTREE TR 0.3%
Value $8.296M (+15.3%) Shares 47,812 (+5.4%) Est. Cost $155.27 Unrealized
DGRO ISHARES TR 0.4%
Value $12.92M (+9.1%) Shares 170,472 (+1.0%) Est. Cost $53.27 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $4.043M (+36.4%) Shares 13,337 (+17.9%) Est. Cost $238.16 Unrealized
WRBY WARBY PARKER INC 0.1%
Value $1.83M (+142.9%) Shares 60,303 (+68.7%) Est. Cost $25.82 Unrealized
SLYV SPDR SERIES TRUST 0.1%
Value $4.476M (+31.4%) Shares 41,022 (+13.9%) Est. Cost $70.27 Unrealized
TTEQ T ROWE PRICE EXCHANGE-TRADED 0.1%
Value $2.359M (+80.7%) Shares 52,901 (+22.6%) Est. Cost $32.90 Unrealized
QDPL PACER FDS TR 0.2%
Value $6.88M (+18.0%) Shares 152,649 (+5.1%) Est. Cost $36.73 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value $4.101M (+33.8%) Shares 80,690 (+31.6%) Est. Cost $61.71 Unrealized
OSEA HARBOR ETF TRUST 0.3%
Value $7.979M (+14.9%) Shares 261,255 (+8.9%) Est. Cost $29.08 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value $4.798M (+27.2%) Shares 95,223 (+15.3%) Est. Cost $38.92 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value $3.33M (+42.9%) Shares 52,152 (+4.6%) Est. Cost $48.27 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $38.33M (+2.7%) Shares 102,748 (+1.9%) Est. Cost $300.97 Unrealized
ARTY ISHARES TR 0.0%
Value $1.354M (+266.2%) Shares 17,777 (+123.7%) Est. Cost $63.60 Unrealized
IHAK ISHARES TR 0.1%
Value $2.683M (+56.2%) Shares 44,196 (+12.3%) Est. Cost $45.52 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value $1.793M (+113.4%) Shares 2,136 (+3.5%) Est. Cost $317.93 Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value $1.142M (+402.9%) Shares 22,415 (+358.0%) Est. Cost $49.96 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $4.646M (+24.4%) Shares 77,840 (+12.6%) Est. Cost $52.15 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value $4.58M (+24.6%) Shares 16,137 (+11.5%) Est. Cost $256.35 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value $5.568M (-13.6%) Shares 30,736 (+4.3%) Est. Cost $96.67 Unrealized
SOXX ISHARES TR 0.1%
Value $1.718M (+104.6%) Shares 2,681 (+4.9%) Est. Cost $293.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value $2.519M (+52.3%) Shares 13,634 (+6.2%) Est. Cost $156.41 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $6.966M (+13.9%) Shares 20,596 (+1.8%) Est. Cost $266.74 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $2.935M (+38.1%) Shares 33,723 (+6.4%) Est. Cost $74.43 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $4.439M (+21.7%) Shares 85,734 (+10.3%) Est. Cost $37.31 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.1%
Value $3.632M (+27.2%) Shares 65,367 (+14.5%) Est. Cost $51.26 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $3.649M (+27.0%) Shares 44,162 (+526.7%) Est. Cost $124.33 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.4%
Value $11.52M (+7.2%) Shares 252,089 (+1.2%) Est. Cost $35.13 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value $3.405M (+27.3%) Shares 25,554 (+5.8%) Est. Cost $98.88 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $3.21M (+28.7%) Shares 8,083 (+3.1%) Est. Cost $195.42 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $6.771M (+11.3%) Shares 46,176 (+9.6%) Est. Cost $136.43 Unrealized
MS MORGAN STANLEY 0.1%
Value $2.743M (+32.7%) Shares 13,120 (+4.5%) Est. Cost $125.36 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.206M (+18.9%) Shares 52,961 (+7.5%) Est. Cost $65.15 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $4.472M (+17.4%) Shares 12,068 (+3.6%) Est. Cost $266.99 Unrealized
EXI ISHARES TR 0.0%
Value $1.207M (+119.4%) Shares 6,020 (+98.1%) Est. Cost $190.66 Unrealized
ASML ASML HLDG NV 0.0%
Value $1.464M (+81.1%) Shares 736 (+20.3%) Est. Cost $1177.08 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $1.286M (+102.5%) Shares 13,448 (+86.1%) Est. Cost $76.40 Unrealized
IOO ISHARES TR 0.2%
Value $4.755M (+15.8%) Shares 34,808 (+2.5%) Est. Cost $101.91 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $2.119M (+43.6%) Shares 12,476 (+3.8%) Est. Cost $105.09 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $2.6M (-19.4%) Shares 25,006 (+2.4%) Est. Cost $93.99 Unrealized
MCD MCDONALDS CORP 0.2%
Value $4.98M (-11.1%) Shares 18,423 (+2.2%) Est. Cost $252.54 Unrealized
T AT&T INC 0.1%
Value $1.868M (-24.8%) Shares 90,218 (+5.3%) Est. Cost $20.22 Unrealized
USMV ISHARES TR 0.3%
Value $8.146M (+8.1%) Shares 84,449 (+3.9%) Est. Cost $65.92 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value $7.388M (+8.9%) Shares 28,368 (+3.3%) Est. Cost $186.67 Unrealized
OUNZ VANECK MERK GOLD ETF 0.1%
Value $4.317M (-12.2%) Shares 111,860 (+2.4%) Est. Cost $28.18 Unrealized
FSCC FEDERATED HERMES ETF TRUST 0.0%
Value $1.335M (+82.1%) Shares 35,761 (+44.8%) Est. Cost $32.05 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.2%
Value $4.936M (+13.9%) Shares 105,320 (+13.8%) Est. Cost $46.92 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $2.183M (+37.3%) Shares 114,168 (+38.6%) Est. Cost $16.56 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.1%
Value $4.698M (+14.4%) Shares 49,755 (+2.6%) Est. Cost $73.48 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value $934K (+165.5%) Shares 19,115 (+165.4%) Est. Cost $48.92 Unrealized
HEFA ISHARES TR 0.1%
Value $1.897M (+44.0%) Shares 40,420 (+30.4%) Est. Cost $35.89 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $3.202M (+22.0%) Shares 20,402 (+7.5%) Est. Cost $117.59 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $5.389M (+11.9%) Shares 118,854 (+13.3%) Est. Cost $60.01 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.053M (+22.8%) Shares 103,859 (+6.7%) Est. Cost $25.65 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $1.218M (+80.1%) Shares 23,273 (+78.7%) Est. Cost $52.67 Unrealized
JHMB JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $3.377M (+18.9%) Shares 153,869 (+19.2%) Est. Cost $22.00 Unrealized
TBIL RBB FD INC 0.1%
Value $1.73M (+42.9%) Shares 34,700 (+42.9%) Est. Cost $49.93 Unrealized
IXJ ISHARES TR 0.1%
Value $1.665M (+44.0%) Shares 16,921 (+36.9%) Est. Cost $94.32 Unrealized
TDI TOUCHSTONE ETF TRUST 0.1%
Value $2.244M (+29.2%) Shares 49,958 (+18.6%) Est. Cost $41.82 Unrealized
EFA ISHARES TR 0.1%
Value $2.274M (+28.6%) Shares 21,894 (+20.3%) Est. Cost $78.52 Unrealized
HD HOME DEPOT INC 0.2%
Value $5.785M (+9.2%) Shares 16,402 (+1.8%) Est. Cost $296.02 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $2.447M (+24.9%) Shares 27,841 (+422.0%) Est. Cost $123.19 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $1.264M (+62.5%) Shares 10,002 (+79.3%) Est. Cost $104.38 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $4.888M (+11.0%) Shares 154,144 (+7.4%) Est. Cost $39.39 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $1.144M (+72.3%) Shares 7,991 (+57.7%) Est. Cost $111.48 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value $867K (+121.5%) Shares 17,006 (+121.4%) Est. Cost $50.97 Unrealized
CLS CELESTICA INC 0.0%
Value $1.158M (+67.6%) Shares 3,174 (+29.4%) Est. Cost $125.13 Unrealized
HSY HERSHEY CO 0.0%
Value $673K (+225.1%) Shares 3,837 (+285.2%) Est. Cost $183.04 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $4.019M (+13.1%) Shares 56,404 (+1.7%) Est. Cost $48.27 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $2.458M (+23.3%) Shares 15,551 (+15.5%) Est. Cost $127.42 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $4.304M (+11.7%) Shares 52,086 (+7.6%) Est. Cost $61.50 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.131M (+26.7%) Shares 23,179 (+18.0%) Est. Cost $86.60 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value $2.019M (+27.7%) Shares 33,935 (+8.3%) Est. Cost $65.23 Unrealized
MODL VICTORY PORTFOLIOS II 0.1%
Value $2.661M (+19.6%) Shares 52,206 (+4.8%) Est. Cost $40.69 Unrealized
FELG FIDELITY COVINGTON TRUST 0.0%
Value $703K (+156.2%) Shares 16,078 (+119.6%) Est. Cost $40.90 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $864K (+96.1%) Shares 8,347 (+36.1%) Est. Cost $76.44 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value $3.731M (+12.7%) Shares 12,479 (+2.7%) Est. Cost $259.37 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $8.01M (-4.9%) Shares 8,562 (+1.3%) Est. Cost $580.43 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.682M (+32.8%) Shares 17,062 (+13.9%) Est. Cost $84.34 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value $504K (+437.4%) Shares 35,589 (+110.0%) Est. Cost $10.05 Unrealized
EQIN COLUMBIA ETF TR I 0.1%
Value $4.068M (+11.1%) Shares 79,299 (+6.5%) Est. Cost $45.78 Unrealized
QQQI NEOS ETF TRUST 0.1%
Value $1.611M (+33.9%) Shares 28,359 (+17.1%) Est. Cost $51.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $1.156M (+54.4%) Shares 31,449 (+59.0%) Est. Cost $32.61 Unrealized
QGRO AMERICAN CENTY ETF TR 0.0%
Value $1.478M (+37.7%) Shares 12,524 (+22.5%) Est. Cost $107.43 Unrealized
IDEV ISHARES TR 0.2%
Value $5.37M (+8.1%) Shares 60,328 (+1.5%) Est. Cost $64.19 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $1.531M (+35.3%) Shares 12,021 (+3.1%) Est. Cost $97.88 Unrealized
WMT WALMART INC 0.4%
Value $11.36M (+3.6%) Shares 100,317 (+13.7%) Est. Cost $71.14 Unrealized
CMI CUMMINS INC 0.0%
Value $1.425M (+38.2%) Shares 1,998 (+4.3%) Est. Cost $376.68 Unrealized
REGL PROSHARES TR 0.2%
Value $5.289M (+8.0%) Shares 57,754 (+1.9%) Est. Cost $82.44 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $755K (+105.1%) Shares 445 (+108.9%) Est. Cost $1510.82 Unrealized
IXG ISHARES TR 0.1%
Value $1.623M (+30.2%) Shares 13,038 (+19.2%) Est. Cost $110.58 Unrealized
DVA DAVITA INC 0.0%
Value $1.149M (+48.2%) Shares 5,163 (+2.4%) Est. Cost $127.73 Unrealized
LITE LUMENTUM HLDGS INC 0.1%
Value $1.625M (+29.6%) Shares 1,893 (+6.2%) Est. Cost $167.32 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value $2.862M (+14.8%) Shares 47,465 (+4.4%) Est. Cost $51.67 Unrealized
PEP PEPSICO INC 0.1%
Value $3.028M (-10.8%) Shares 22,360 (+2.3%) Est. Cost $146.04 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $629K (+137.1%) Shares 3,753 (+196.9%) Est. Cost $188.10 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $2.424M (+17.4%) Shares 29,439 (+1.4%) Est. Cost $56.93 Unrealized
MCK MCKESSON CORP 0.2%
Value $4.815M (+7.8%) Shares 6,372 (+23.4%) Est. Cost $773.00 Unrealized
BALL BALL CORP 0.0%
Value $585K (+146.2%) Shares 9,376 (+133.2%) Est. Cost $61.49 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value $555K (+162.3%) Shares 13,239 (+127.0%) Est. Cost $39.43 Unrealized
LVHI LEGG MASON ETF INVT 0.1%
Value $3.745M (+10.0%) Shares 92,281 (+9.9%) Est. Cost $35.60 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.3%
Value $8.352M (+4.2%) Shares 467,096 (+3.5%) Est. Cost $17.15 Unrealized
SHY ISHARES TR 0.1%
Value $2.538M (+15.4%) Shares 30,914 (+16.0%) Est. Cost $82.20 Unrealized
DY DYCOM INDS INC 0.0%
Value $923K (+57.7%) Shares 1,826 (+5.7%) Est. Cost $390.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $1.184M (+39.7%) Shares 5,286 (+26.8%) Est. Cost $223.13 Unrealized
IQQQ PROSHARES TR 0.0%
Value $983K (+50.3%) Shares 19,358 (+23.4%) Est. Cost $43.42 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $809K (+65.7%) Shares 2,417 (+24.0%) Est. Cost $140.70 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $3.266M (+10.6%) Shares 30,385 (+1.2%) Est. Cost $103.37 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value $842K (+59.3%) Shares 9,107 (+3.6%) Est. Cost $56.33 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.054M (+11.4%) Shares 60,466 (+7.4%) Est. Cost $49.00 Unrealized
IYW ISHARES TR 0.0%
Value $989K (+46.0%) Shares 3,922 (+5.0%) Est. Cost $132.85 Unrealized
MGNR AMERICAN BEACON SELECT FUNDS 0.1%
Value $1.612M (+23.2%) Shares 33,196 (+30.9%) Est. Cost $49.46 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.1%
Value $2.876M (+11.5%) Shares 56,712 (+11.6%) Est. Cost $51.11 Unrealized
FDM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $719K (+68.9%) Shares 7,719 (+48.9%) Est. Cost $85.71 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $1.335M (+27.8%) Shares 5,493 (+14.2%) Est. Cost $174.63 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $769K (+60.5%) Shares 2,845 (+54.5%) Est. Cost $234.34 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value $517K (+127.0%) Shares 8,718 (+89.4%) Est. Cost $54.13 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $1.114M (+34.3%) Shares 6,813 (+19.1%) Est. Cost $105.14 Unrealized
ETN EATON CORP PLC 0.0%
Value $1.054M (+35.8%) Shares 2,473 (+14.0%) Est. Cost $310.22 Unrealized
ISPY PROSHARES TR 0.0%
Value $959K (+39.9%) Shares 19,896 (+25.9%) Est. Cost $44.34 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $2.984M (+9.6%) Shares 15,104 (+2.3%) Est. Cost $167.63 Unrealized
NVS NOVARTIS AG 0.0%
Value $1.4M (+22.5%) Shares 8,936 (+19.4%) Est. Cost $107.16 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $1.388M (+22.4%) Shares 14,385 (+2.3%) Est. Cost $75.75 Unrealized
OKLO OKLO INC 0.0%
Value $667K (+61.6%) Shares 12,748 (+53.1%) Est. Cost $59.58 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $806K (+45.1%) Shares 3,616 (+49.6%) Est. Cost $186.61 Unrealized
DIVB ISHARES TR 0.0%
Value $1.227M (+25.5%) Shares 19,921 (+9.9%) Est. Cost $51.50 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $1.23M (+24.7%) Shares 20,878 (+7.6%) Est. Cost $43.62 Unrealized
HCRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value $1.503M (+19.3%) Shares 42,954 (+19.5%) Est. Cost $35.04 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $998K (+32.1%) Shares 4,973 (+20.2%) Est. Cost $184.83 Unrealized
IUSG ISHARES TR 0.0%
Value $1.237M (+23.7%) Shares 6,578 (+2.0%) Est. Cost $108.27 Unrealized
O REALTY INCOME CORP 0.1%
Value $2.441M (+10.7%) Shares 39,395 (+9.3%) Est. Cost $54.83 Unrealized
TCAF T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $875K (+35.4%) Shares 21,300 (+17.3%) Est. Cost $37.07 Unrealized
COWZ PACER FDS TR 0.1%
Value $1.908M (+13.4%) Shares 30,672 (+14.1%) Est. Cost $52.63 Unrealized
SYY SYSCO CORP 0.0%
Value $509K (+78.5%) Shares 6,093 (+52.4%) Est. Cost $76.38 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value $1.975M (+12.3%) Shares 39,908 (+4.7%) Est. Cost $46.02 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $871K (+29.8%) Shares 9,031 (+19.4%) Est. Cost $97.26 Unrealized
HEDG SERIES PORTFOLIOS TR 0.1%
Value $4.149M (+5.0%) Shares 138,297 (+1.4%) Est. Cost $29.32 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $1.135M (+20.5%) Shares 25,528 (+4.1%) Est. Cost $36.65 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $602K (-23.8%) Shares 1,183 (+2.2%) Est. Cost $493.80 Unrealized
TGT TARGET CORP 0.0%
Value $651K (+39.9%) Shares 4,984 (+29.9%) Est. Cost $133.16 Unrealized
EDIV SPDR INDEX SHS FDS 0.1%
Value $1.884M (+10.9%) Shares 46,005 (+6.9%) Est. Cost $31.48 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $1.05M (+21.2%) Shares 17,802 (+22.4%) Est. Cost $59.32 Unrealized
BROS DUTCH BROS INC 0.0%
Value $405K (+83.0%) Shares 5,634 (+29.1%) Est. Cost $60.19 Unrealized
JXI ISHARES TR 0.0%
Value $406K (+81.0%) Shares 4,781 (+84.0%) Est. Cost $85.73 Unrealized
NUE NUCOR CORP 0.0%
Value $702K (+33.0%) Shares 3,153 (+1.0%) Est. Cost $141.33 Unrealized
SJNK SPDR SERIES TRUST 0.1%
Value $2.132M (+8.8%) Shares 85,181 (+8.5%) Est. Cost $25.17 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value $1.756M (+10.8%) Shares 36,808 (+5.7%) Est. Cost $41.86 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $584K (+41.0%) Shares 6,060 (+40.1%) Est. Cost $99.38 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $894K (+23.2%) Shares 10,453 (+11.1%) Est. Cost $76.35 Unrealized
IJJ ISHARES TR 0.0%
Value $484K (+52.2%) Shares 3,273 (+36.5%) Est. Cost $120.01 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.14M (+17.0%) Shares 20,182 (+17.4%) Est. Cost $57.06 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value $516K (+46.3%) Shares 9,862 (+15.0%) Est. Cost $42.61 Unrealized
TIP ISHARES TR 0.0%
Value $438K (+56.9%) Shares 4,006 (+58.3%) Est. Cost $118.74 Unrealized
IWL ISHARES TR 0.0%
Value $768K (+26.0%) Shares 4,150 (+9.3%) Est. Cost $161.82 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $973K (-13.9%) Shares 12,902 (+4.7%) Est. Cost $36.03 Unrealized
MMM 3M CO 0.0%
Value $1.012M (+18.2%) Shares 6,249 (+6.0%) Est. Cost $116.17 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $2.206M (-6.6%) Shares 8,884 (+5.1%) Est. Cost $272.23 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $491K (+45.7%) Shares 1,547 (+26.4%) Est. Cost $172.99 Unrealized
DON WISDOMTREE TR 0.0%
Value $1.464M (+11.7%) Shares 25,905 (+3.9%) Est. Cost $42.65 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $775K (+24.5%) Shares 7,504 (+2.4%) Est. Cost $76.93 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value $504K (+43.1%) Shares 12,410 (+26.8%) Est. Cost $37.14 Unrealized
OKE ONEOK INC NEW 0.0%
Value $492K (+44.2%) Shares 5,655 (+49.9%) Est. Cost $92.66 Unrealized
SCZ ISHARES TR 0.0%
Value $466K (+47.4%) Shares 5,666 (+40.5%) Est. Cost $79.52 Unrealized
NLR VANECK ETF TRUST 0.1%
Value $1.696M (-8.1%) Shares 14,623 (+5.6%) Est. Cost $132.29 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $419K (+54.1%) Shares 1,116 (+14.1%) Est. Cost $240.06 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $435K (+50.9%) Shares 315 (+19.3%) Est. Cost $905.90 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $451K (+48.0%) Shares 4,185 (+23.7%) Est. Cost $87.54 Unrealized
DVY ISHARES TR 0.1%
Value $1.825M (+8.6%) Shares 11,674 (+5.2%) Est. Cost $120.41 Unrealized
KR KROGER CO 0.0%
Value $644K (-18.1%) Shares 11,599 (+6.8%) Est. Cost $67.64 Unrealized
TMSL T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $633K (+28.8%) Shares 14,440 (+7.7%) Est. Cost $37.19 Unrealized
IWN ISHARES TR 0.0%
Value $853K (+19.8%) Shares 3,856 (+2.7%) Est. Cost $160.69 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value $531K (+35.9%) Shares 1,340 (+23.0%) Est. Cost $353.20 Unrealized
BLK BLACKROCK INC 0.1%
Value $2.782M (+5.3%) Shares 2,894 (+5.4%) Est. Cost $996.68 Unrealized
ECL ECOLAB INC 0.0%
Value $1.535M (+9.9%) Shares 5,511 (+5.0%) Est. Cost $269.01 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $378K (+57.6%) Shares 2,312 (+11.4%) Est. Cost $107.55 Unrealized
BKGI BNY MELLON ETF TRUST 0.0%
Value $685K (+24.5%) Shares 15,235 (+23.4%) Est. Cost $44.62 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $465K (+40.7%) Shares 25,957 (+24.6%) Est. Cost $12.57 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $737K (+22.1%) Shares 9,625 (+12.0%) Est. Cost $72.86 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $4.104M (-3.1%) Shares 46,757 (+2.5%) Est. Cost $72.05 Unrealized
SHYL DBX ETF TR 0.0%
Value $610K (+27.0%) Shares 13,739 (+26.9%) Est. Cost $44.40 Unrealized
MINO PIMCO ETF TR 0.0%
Value $341K (+60.9%) Shares 7,460 (+58.8%) Est. Cost $45.49 Unrealized
SPHY SPDR SERIES TRUST 0.1%
Value $2.497M (+5.4%) Shares 106,535 (+4.9%) Est. Cost $23.63 Unrealized
GM GENERAL MTRS CO 0.1%
Value $1.723M (+8.0%) Shares 22,358 (+4.4%) Est. Cost $76.56 Unrealized
IJK ISHARES TR 0.0%
Value $567K (+28.8%) Shares 4,825 (+10.3%) Est. Cost $101.61 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $466K (+37.0%) Shares 11,497 (+16.4%) Est. Cost $28.32 Unrealized
PSCI INVESCO EXCH TRADED FD TR II 0.0%
Value $527K (+31.1%) Shares 2,833 (+9.0%) Est. Cost $157.21 Unrealized
HDV ISHARES TR 0.1%
Value $3.929M (+3.2%) Shares 143,326 (+411.0%) Est. Cost $44.27 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $572K (+26.8%) Shares 3,614 (+2.4%) Est. Cost $112.89 Unrealized
OUSM ALPS ETF TR 0.0%
Value $1.157M (+11.7%) Shares 24,351 (+2.8%) Est. Cost $37.43 Unrealized
PLD PROLOGIS INC. 0.0%
Value $732K (+19.7%) Shares 5,403 (+16.8%) Est. Cost $119.01 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $953K (+14.4%) Shares 13,250 (+4.9%) Est. Cost $38.94 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $378K (+46.3%) Shares 3,421 (+49.8%) Est. Cost $100.92 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $551K (+27.6%) Shares 15,240 (+2.7%) Est. Cost $37.22 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $377K (+43.3%) Shares 2,581 (+28.5%) Est. Cost $106.63 Unrealized
SMLF ISHARES TR 0.0%
Value $355K (+46.7%) Shares 3,985 (+24.2%) Est. Cost $78.16 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $790K (+16.7%) Shares 26,960 (+7.2%) Est. Cost $27.42 Unrealized
PSCD INVESCO EXCH TRADED FD TR II 0.0%
Value $399K (+38.7%) Shares 3,370 (+20.4%) Est. Cost $105.40 Unrealized
BBRE J P MORGAN EXCHANGE TRADED F 0.0%
Value $341K (+47.9%) Shares 3,175 (+31.9%) Est. Cost $98.49 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value $848K (+14.7%) Shares 33,687 (+13.0%) Est. Cost $24.44 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $1.012M (+11.6%) Shares 3,215 (+16.5%) Est. Cost $299.53 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $604K (+20.9%) Shares 6,588 (+12.4%) Est. Cost $75.36 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value $370K (+39.0%) Shares 20,734 (+36.6%) Est. Cost $17.62 Unrealized
BUL PACER FDS TR 0.0%
Value $583K (+21.4%) Shares 9,890 (+11.3%) Est. Cost $51.84 Unrealized
BX BLACKSTONE INC 0.0%
Value $916K (+12.5%) Shares 7,787 (+10.0%) Est. Cost $105.47 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.0%
Value $960K (+11.8%) Shares 14,802 (+1.4%) Est. Cost $32.47 Unrealized
DES WISDOMTREE TR 0.0%
Value $717K (+16.3%) Shares 17,614 (+2.7%) Est. Cost $30.56 Unrealized
IQLT ISHARES TR 0.0%
Value $1.096M (+9.8%) Shares 22,114 (+2.4%) Est. Cost $45.68 Unrealized
JSI JANUS DETROIT STR TR 0.1%
Value $2.582M (+3.9%) Shares 50,428 (+4.6%) Est. Cost $52.16 Unrealized
MLN VANECK ETF TRUST 0.0%
Value $306K (+46.1%) Shares 17,200 (+43.3%) Est. Cost $17.54 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $1.412M (+7.2%) Shares 3,987 (+3.9%) Est. Cost $221.56 Unrealized
FN FABRINET 0.0%
Value $686K (+16.0%) Shares 1,221 (+7.7%) Est. Cost $497.59 Unrealized
IROC INVESCO ACTIVELY MANAGED EXC 0.1%
Value $2.031M (+4.5%) Shares 39,615 (+2.7%) Est. Cost $50.40 Unrealized
QYLD GLOBAL X FDS 0.0%
Value $350K (+31.7%) Shares 18,997 (+22.6%) Est. Cost $17.18 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $442K (+22.6%) Shares 5,949 (+20.1%) Est. Cost $56.75 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $4.1M (+2.0%) Shares 49,611 (+2.1%) Est. Cost $85.42 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $2.784M (+3.0%) Shares 136,692 (+3.3%) Est. Cost $20.23 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value $478K (+20.3%) Shares 8,937 (+6.6%) Est. Cost $48.43 Unrealized
NETL ETF SER SOLUTIONS 0.0%
Value $428K (+23.3%) Shares 16,024 (+14.0%) Est. Cost $24.38 Unrealized
EOG EOG RES INC 0.0%
Value $602K (+15.3%) Shares 4,639 (+28.5%) Est. Cost $116.04 Unrealized
NOW SERVICENOW INC 0.1%
Value $4.213M (+1.9%) Shares 42,440 (+7.3%) Est. Cost $148.29 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value $856K (-8.5%) Shares 12,717 (+1.5%) Est. Cost $74.56 Unrealized
URA GLOBAL X FDS 0.0%
Value $353K (+28.8%) Shares 8,089 (+42.8%) Est. Cost $45.93 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value $395K (+24.8%) Shares 4,783 (+14.6%) Est. Cost $75.85 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $690K (+12.8%) Shares 16,700 (+37.4%) Est. Cost $37.40 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.2%
Value $4.87M (+1.6%) Shares 292,589 (+2.1%) Est. Cost $16.72 Unrealized
CALF PACER FDS TR 0.0%
Value $459K (+20.1%) Shares 9,065 (+6.5%) Est. Cost $41.49 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value $4.986M (+1.6%) Shares 268,434 (+2.0%) Est. Cost $18.42 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value $972K (-7.2%) Shares 17,331 (+3.6%) Est. Cost $40.07 Unrealized
SCIO FIRST TR EXCHANGE-TRADED FD 0.0%
Value $750K (+11.1%) Shares 36,268 (+11.0%) Est. Cost $20.64 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $796K (-8.2%) Shares 2,739 (+9.1%) Est. Cost $186.74 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value $396K (+21.5%) Shares 7,083 (+7.6%) Est. Cost $48.61 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $289K (+30.2%) Shares 2,947 (+25.0%) Est. Cost $91.74 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value $727K (+10.2%) Shares 13,688 (+2.4%) Est. Cost $50.18 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value $2.936M (+2.3%) Shares 149,681 (+2.3%) Est. Cost $19.00 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.1%
Value $2.405M (+2.8%) Shares 94,036 (+2.5%) Est. Cost $25.52 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $500K (+15.1%) Shares 7,947 (+7.6%) Est. Cost $43.39 Unrealized
GOVT ISHARES TR 0.0%
Value $1.08M (+6.3%) Shares 47,418 (+6.9%) Est. Cost $23.39 Unrealized
IQDG WISDOMTREE TR 0.0%
Value $443K (+16.8%) Shares 10,284 (+8.8%) Est. Cost $40.05 Unrealized
MSTR STRATEGY INC 0.0%
Value $869K (-6.8%) Shares 9,997 (+33.8%) Est. Cost $145.72 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $1.829M (+3.6%) Shares 23,375 (+14.7%) Est. Cost $89.45 Unrealized
ONEY SPDR SERIES TRUST 0.0%
Value $582K (+11.4%) Shares 4,544 (+4.4%) Est. Cost $100.54 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $657K (+9.9%) Shares 12,994 (+8.4%) Est. Cost $50.16 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $814K (+7.5%) Shares 25,430 (+7.3%) Est. Cost $26.48 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.0%
Value $262K (+27.0%) Shares 15,961 (+27.6%) Est. Cost $16.20 Unrealized
KXI ISHARES TR 0.0%
Value $782K (+7.6%) Shares 11,584 (+6.8%) Est. Cost $62.42 Unrealized
ACWI ISHARES TR 0.0%
Value $387K (+16.6%) Shares 2,464 (+2.8%) Est. Cost $129.78 Unrealized
USB US BANCORP 0.0%
Value $364K (+17.3%) Shares 6,032 (+1.0%) Est. Cost $44.68 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $393K (+15.5%) Shares 3,698 (+1.8%) Est. Cost $93.09 Unrealized
IDEF BLACKROCK ETF TRUST 0.0%
Value $538K (+10.7%) Shares 16,939 (+14.0%) Est. Cost $32.60 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $2.468M (+2.1%) Shares 48,879 (+1.9%) Est. Cost $50.72 Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value $650K (+8.5%) Shares 15,549 (+1.4%) Est. Cost $37.19 Unrealized
IMTM ISHARES TR 0.0%
Value $387K (+15.0%) Shares 7,260 (+3.5%) Est. Cost $39.42 Unrealized
REZ ISHARES TR 0.0%
Value $296K (+20.1%) Shares 3,128 (+5.5%) Est. Cost $83.81 Unrealized
PSCU INVESCO EXCH TRADED FD TR II 0.0%
Value $329K (+17.3%) Shares 4,975 (+7.0%) Est. Cost $60.60 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.1%
Value $1.675M (+3.0%) Shares 37,346 (+2.3%) Est. Cost $44.58 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $726K (+7.1%) Shares 12,550 (+6.7%) Est. Cost $57.55 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $265K (+22.1%) Shares 1,924 (+1.9%) Est. Cost $115.26 Unrealized
F FORD MTR CO 0.0%
Value $242K (+24.6%) Shares 17,413 (+3.4%) Est. Cost $11.74 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value $4.499M (-1.0%) Shares 41,999 (+2.4%) Est. Cost $81.42 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $2.265M (+2.1%) Shares 28,659 (+2.4%) Est. Cost $79.93 Unrealized
MUNI PIMCO ETF TR 0.0%
Value $650K (+7.7%) Shares 12,354 (+6.9%) Est. Cost $51.74 Unrealized
NOBL PROSHARES TR 0.1%
Value $1.921M (+2.5%) Shares 34,198 (+93.4%) Est. Cost $75.17 Unrealized
IAGG ISHARES TR 0.0%
Value $358K (+14.6%) Shares 7,069 (+13.4%) Est. Cost $50.11 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $250K (+22.3%) Shares 4,737 (+13.4%) Est. Cost $49.38 Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $292K (+18.3%) Shares 13,793 (+14.6%) Est. Cost $24.14 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value $897K (+5.2%) Shares 19,638 (+3.8%) Est. Cost $37.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $675K (+7.0%) Shares 5,333 (+10.7%) Est. Cost $90.69 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $304K (+16.7%) Shares 10,973 (+4.3%) Est. Cost $23.58 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value $577K (+7.8%) Shares 23,703 (+6.7%) Est. Cost $24.12 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $239K (+21.1%) Shares 13,478 (+6.9%) Est. Cost $15.12 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $408K (+11.1%) Shares 37,614 (+11.5%) Est. Cost $11.07 Unrealized
PSCM INVESCO EXCH TRADED FD TR II 0.0%
Value $407K (+11.1%) Shares 3,922 (+6.1%) Est. Cost $99.32 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $298K (+15.4%) Shares 1,522 (+16.9%) Est. Cost $178.02 Unrealized
NBSD NEUBERGER BERMAN ETF TRUST 0.0%
Value $352K (+12.7%) Shares 6,969 (+13.2%) Est. Cost $51.11 Unrealized
UITB VICTORY PORTFOLIOS II 0.2%
Value $6.081M (+0.6%) Shares 129,831 (+1.0%) Est. Cost $46.23 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $299K (+15.0%) Shares 906 (+1.6%) Est. Cost $249.63 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $489K (+8.3%) Shares 2,992 (+14.3%) Est. Cost $192.43 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $439K (-7.7%) Shares 1,836 (+9.6%) Est. Cost $210.05 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $293K (+12.3%) Shares 2,986 (+37.2%) Est. Cost $114.15 Unrealized
DVYE ISHARES INC 0.0%
Value $594K (+5.7%) Shares 18,419 (+12.8%) Est. Cost $31.04 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.0%
Value $291K (+12.1%) Shares 10,198 (+5.8%) Est. Cost $27.96 Unrealized
MUB ISHARES TR 0.0%
Value $384K (+8.7%) Shares 3,570 (+7.2%) Est. Cost $110.32 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $232K (-11.5%) Shares 19,488 (+17.8%) Est. Cost $26.41 Unrealized
NDAQ NASDAQ INC 0.0%
Value $594K (-4.7%) Shares 7,538 (+2.6%) Est. Cost $68.74 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $411K (+7.4%) Shares 896 (+4.1%) Est. Cost $364.32 Unrealized
MXI ISHARES TR 0.0%
Value $451K (+6.3%) Shares 4,265 (+6.7%) Est. Cost $87.54 Unrealized
GCOW PACER FDS TR 0.1%
Value $1.952M (-1.3%) Shares 45,089 (+5.4%) Est. Cost $34.32 Unrealized
IYE ISHARES TR 0.0%
Value $258K (-9.0%) Shares 4,565 (+4.2%) Est. Cost $47.89 Unrealized
IUSB ISHARES TR 0.0%
Value $440K (+5.7%) Shares 9,532 (+5.8%) Est. Cost $45.81 Unrealized
CTAS CINTAS CORP 0.0%
Value $534K (+4.5%) Shares 3,139 (+3.9%) Est. Cost $148.66 Unrealized
RTX RTX CORPORATION 0.2%
Value $6.315M (+0.4%) Shares 33,286 (+2.0%) Est. Cost $96.46 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $287K (+8.1%) Shares 1,561 (+5.8%) Est. Cost $133.99 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $2.739M (-0.8%) Shares 30,187 (+12.3%) Est. Cost $106.27 Unrealized
SHV ISHARES TR 0.0%
Value $262K (+8.8%) Shares 2,376 (+8.9%) Est. Cost $110.29 Unrealized
IEF ISHARES TR 0.0%
Value $863K (+2.3%) Shares 9,122 (+3.3%) Est. Cost $94.87 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $477K (+4.3%) Shares 2,716 (+17.4%) Est. Cost $136.91 Unrealized
YUM YUM BRANDS INC 0.0%
Value $462K (+4.4%) Shares 2,891 (+1.5%) Est. Cost $124.91 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $712K (-2.5%) Shares 13,798 (+5.1%) Est. Cost $59.06 Unrealized
CTVA CORTEVA INC 0.0%
Value $367K (+4.9%) Shares 4,328 (+3.7%) Est. Cost $60.15 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $381K (+4.3%) Shares 3,263 (+3.4%) Est. Cost $86.53 Unrealized
TLTD FLEXSHARES TR 0.0%
Value $238K (+6.6%) Shares 2,427 (+2.1%) Est. Cost $89.01 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $1.321M (+1.1%) Shares 14,316 (+3.0%) Est. Cost $81.17 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $250K (+4.4%) Shares 9,393 (+7.6%) Est. Cost $23.77 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $562K (+1.8%) Shares 3,155 (+2308.4%) Est. Cost $297.97 Unrealized
EMBX VANECK FDS 0.0%
Value $266K (+3.8%) Shares 5,188 (+1.4%) Est. Cost $50.65 Unrealized
SO SOUTHERN CO 0.1%
Value $2.278M (+0.4%) Shares 23,803 (+1.2%) Est. Cost $66.78 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $273K (-2.8%) Shares 1,637 (+1.1%) Est. Cost $145.24 Unrealized
IDV ISHARES TR 0.0%
Value $525K (-0.5%) Shares 12,669 (+2.2%) Est. Cost $30.12 Unrealized

Exited Positions (42)

AEM AGNICO EAGLE MINES LTD 0.2%
Value $5.242M Shares 25,823 Est. Cost $141.16 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value $1.304M Shares 38,758 Est. Cost $29.90 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $1.28M Shares 5,661 Est. Cost $182.01 Unrealized
NKE NIKE INC 0.0%
Value $1.013M Shares 19,185 Est. Cost $81.52 Unrealized
BTQ BTQ TECHNOLOGIES CORP 0.0%
Value $721K Shares 269,900 Est. Cost $7.59 Unrealized
CCL CARNIVAL CORP 0.0%
Value $616K Shares 23,797 Est. Cost $21.18 Unrealized
INCY INCYTE CORP 0.0%
Value $573K Shares 6,091 Est. Cost $97.02 Unrealized
IVZ INVESCO LTD 0.0%
Value $494K Shares 20,353 Est. Cost $27.45 Unrealized
WLDN WILLDAN GROUP INC 0.0%
Value $429K Shares 5,603 Est. Cost $94.80 Unrealized
ESLT ELBIT SYS LTD 0.0%
Value $413K Shares 486 Est. Cost $699.66 Unrealized
WULF TERAWULF INC 0.0%
Value $375K Shares 26,005 Est. Cost $10.56 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value $363K Shares 9,147 Est. Cost $40.25 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $332K Shares 1,595 Est. Cost $208.10 Unrealized
BBBY BED BATH & BEYOND INC 0.0%
Value $316K Shares 68,105 Est. Cost $17.72 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $302K Shares 13,885 Est. Cost $127.58 Unrealized
VFC V F CORP 0.0%
Value $293K Shares 17,235 Est. Cost $12.79 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $281K Shares 4,324 Est. Cost $47.37 Unrealized
LSAF TWO RDS SHARED TR 0.0%
Value $280K Shares 6,103 Est. Cost $31.09 Unrealized
BIDU BAIDU INC 0.0%
Value $277K Shares 2,489 Est. Cost $130.66 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value $267K Shares 22,991 Est. Cost $12.61 Unrealized
VLUE ISHARES TR 0.0%
Value $249K Shares 1,751 Est. Cost $142.25 Unrealized
DOW DOW HLDGS INC 0.0%
Value $245K Shares 5,871 Est. Cost $29.05 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $240K Shares 1,336 Est. Cost $76.57 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value $238K Shares 3,159 Est. Cost $69.94 Unrealized
DX DYNEX CAP INC 0.0%
Value $231K Shares 18,071 Est. Cost $12.76 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $226K Shares 477 Est. Cost $298.13 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value $217K Shares 3,556 Est. Cost $60.97 Unrealized
COR CENCORA INC 0.0%
Value $216K Shares 688 Est. Cost $249.56 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $216K Shares 1,106 Est. Cost $183.08 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $216K Shares 6,140 Est. Cost $28.33 Unrealized
CRWG THEMES ETF TR 0.0%
Value $213K Shares 90,000 Est. Cost $2.37 Unrealized
FSLY FASTLY INC 0.0%
Value $205K Shares 7,050 Est. Cost $12.71 Unrealized
SHEL SHELL PLC 0.0%
Value $200K Shares 2,152 Est. Cost $93.02 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $200K Shares 5,345 Est. Cost $38.48 Unrealized
ICLN ISHARES TR 0.0%
Value $195K Shares 10,636 Est. Cost $18.29 Unrealized
NOV NOV INC 0.0%
Value $188K Shares 10,000 Est. Cost $14.83 Unrealized
ONDS ONDAS INC 0.0%
Value $177K Shares 19,581 Est. Cost $11.33 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value $160K Shares 30,860 Est. Cost $12.62 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value $130K Shares 51,810 Est. Cost $2.56 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $127K Shares 11,558 Est. Cost $11.02 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $116K Shares 10,031 Est. Cost $14.07 Unrealized
BITF BITFARMS LTD 0.0%
Value $82,046 Shares 42,075 Est. Cost $2.01 Unrealized

Decreased Positions (231)

AMD ADVANCED MICRO DEVICES INC 0.5%
Value $15.22M (+139.3%) Shares 26,203 (-16.2%) Est. Cost $119.69 Unrealized
AMZN AMAZON COM INC 1.5%
Value $47.74M (+12.7%) Shares 200,317 (-1.5%) Est. Cost $150.41 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $15.45M (-23.6%) Shares 113,014 (-5.2%) Est. Cost $82.84 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $13.26M (+54.7%) Shares 17,371 (-20.9%) Est. Cost $360.98 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $4.563M (-48.9%) Shares 39,108 (-36.0%) Est. Cost $56.19 Unrealized
CSCO CISCO SYS INC 0.4%
Value $13.72M (+45.9%) Shares 116,777 (-3.6%) Est. Cost $52.37 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.4%
Value $12.76M (-21.4%) Shares 280,428 (-21.1%) Est. Cost $45.92 Unrealized
META META PLATFORMS INC 0.6%
Value $19.3M (-13.0%) Shares 34,262 (-11.7%) Est. Cost $345.89 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $8.801M (-24.5%) Shares 53,097 (-5.7%) Est. Cost $113.98 Unrealized
CAT CATERPILLAR INC 0.3%
Value $8.171M (+44.0%) Shares 7,673 (-4.2%) Est. Cost $308.28 Unrealized
SPYV SPDR SERIES TRUST 1.1%
Value $35.91M (-6.3%) Shares 590,728 (-12.8%) Est. Cost $51.75 Unrealized
USFR WISDOMTREE TR 0.8%
Value $24.81M (-8.5%) Shares 492,844 (-8.5%) Est. Cost $50.31 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $3.747M (-37.8%) Shares 70,551 (-28.3%) Est. Cost $65.45 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.7%
Value $21.42M (+11.5%) Shares 312,508 (-2.2%) Est. Cost $51.46 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value $13.97M (-11.3%) Shares 152,392 (-11.3%) Est. Cost $91.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.492M (-40.6%) Shares 49,282 (-40.6%) Est. Cost $50.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $2.852M (-32.6%) Shares 5,598 (-20.0%) Est. Cost $428.27 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.5%
Value $16.95M (+7.7%) Shares 276,809 (-4.1%) Est. Cost $50.92 Unrealized
ZALT INNOVATOR ETFS TRUST 0.1%
Value $3.05M (-28.0%) Shares 90,064 (-31.0%) Est. Cost $30.61 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $2.827M (+68.3%) Shares 9,490 (-44.0%) Est. Cost $61.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $3.694M (+44.1%) Shares 8,888 (-6.2%) Est. Cost $417.62 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $4.943M (-18.5%) Shares 163,844 (-4.3%) Est. Cost $35.44 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $2.477M (+63.5%) Shares 3,777 (-4.4%) Est. Cost $286.85 Unrealized
HELE HELEN OF TROY LTD 0.1%
Value $2.273M (+70.9%) Shares 78,189 (-15.2%) Est. Cost $101.26 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $3.482M (+34.3%) Shares 7,291 (-5.0%) Est. Cost $147.18 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.636M (+114.2%) Shares 3,792 (-18.5%) Est. Cost $111.31 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $384K (-67.0%) Shares 3,088 (-47.4%) Est. Cost $281.90 Unrealized
V VISA INC 0.2%
Value $7.599M (+11.4%) Shares 22,149 (-1.8%) Est. Cost $233.37 Unrealized
PFE PFIZER INC 0.1%
Value $1.881M (-28.7%) Shares 78,104 (-16.8%) Est. Cost $29.21 Unrealized
ILCB ISHARES TR 0.3%
Value $8.203M (+9.6%) Shares 79,144 (-5.0%) Est. Cost $67.78 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $1.247M (+130.8%) Shares 3,518 (-1.5%) Est. Cost $142.04 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value $12.37M (+5.9%) Shares 315,941 (-9.0%) Est. Cost $30.30 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.435M (-21.5%) Shares 113,789 (-20.9%) Est. Cost $22.21 Unrealized
CRM SALESFORCE INC 0.1%
Value $1.823M (-26.8%) Shares 11,635 (-12.8%) Est. Cost $253.44 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $1.535M (-30.0%) Shares 6,235 (-40.9%) Est. Cost $186.95 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $7.529M (-8.0%) Shares 140,442 (-15.3%) Est. Cost $41.48 Unrealized
USRT ISHARES TR 0.0%
Value $839K (-43.7%) Shares 12,624 (-49.9%) Est. Cost $58.45 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value $18.46M (+3.6%) Shares 86,748 (-6.5%) Est. Cost $161.17 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $1.494M (+67.4%) Shares 2,339 (-29.1%) Est. Cost $125.45 Unrealized
CSHI NEOS ETF TRUST 0.1%
Value $3.312M (-14.3%) Shares 66,484 (-14.3%) Est. Cost $49.76 Unrealized
OEF ISHARES TR 0.1%
Value $4.444M (+13.6%) Shares 12,147 (-1.3%) Est. Cost $269.27 Unrealized
INTU INTUIT 0.0%
Value $241K (-68.6%) Shares 924 (-48.0%) Est. Cost $582.91 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value $542K (-49.2%) Shares 11,950 (-52.4%) Est. Cost $43.14 Unrealized
IMCB ISHARES TR 0.2%
Value $5.807M (+9.7%) Shares 60,135 (-5.2%) Est. Cost $66.97 Unrealized
DDOG DATADOG INC 0.0%
Value $343K (-59.7%) Shares 1,319 (-81.7%) Est. Cost $131.18 Unrealized
DE DEERE & CO 0.0%
Value $667K (-42.7%) Shares 1,052 (-49.1%) Est. Cost $414.19 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $912K (+111.0%) Shares 945 (-14.3%) Est. Cost $169.71 Unrealized
BA BOEING CO 0.1%
Value $3.725M (-10.6%) Shares 17,207 (-17.8%) Est. Cost $203.25 Unrealized
EEM ISHARES TR 0.1%
Value $3.326M (+15.2%) Shares 48,612 (-4.4%) Est. Cost $52.21 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $979K (-29.9%) Shares 18,305 (-10.7%) Est. Cost $39.78 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $460K (-47.5%) Shares 4,793 (-31.3%) Est. Cost $128.13 Unrealized
ITOT ISHARES TR 0.1%
Value $3.756M (+12.1%) Shares 22,865 (-2.8%) Est. Cost $76.41 Unrealized
IWR ISHARES TR 0.1%
Value $3.693M (+11.9%) Shares 33,475 (-1.4%) Est. Cost $76.42 Unrealized
INFQ INFLEQTION INC 0.1%
Value $1.686M (+30.2%) Shares 126,550 (-4.1%) Est. Cost $9.81 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $511K (-43.3%) Shares 1,285 (-34.2%) Est. Cost $325.21 Unrealized
IXN ISHARES TR 0.1%
Value $3.402M (+12.3%) Shares 23,546 (-22.3%) Est. Cost $83.53 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $916K (+67.2%) Shares 149,202 (-6.6%) Est. Cost $13.42 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value $1.091M (-23.8%) Shares 16,765 (-23.9%) Est. Cost $86.42 Unrealized
IBB ISHARES TR 0.2%
Value $5.246M (+6.9%) Shares 27,582 (-5.1%) Est. Cost $166.77 Unrealized
AIQ GLOBAL X FDS 0.0%
Value $1.338M (+32.8%) Shares 20,393 (-5.6%) Est. Cost $41.24 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $2.048M (-13.7%) Shares 100,272 (-10.8%) Est. Cost $22.69 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.345M (-19.3%) Shares 63,849 (-2.1%) Est. Cost $25.31 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $5.121M (-5.8%) Shares 70,965 (-6.1%) Est. Cost $70.74 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $376K (-45.3%) Shares 1,720 (-50.4%) Est. Cost $247.33 Unrealized
XT ISHARES TR 0.1%
Value $2.132M (+16.5%) Shares 25,796 (-3.9%) Est. Cost $49.79 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value $1.114M (+36.1%) Shares 13,659 (-23.5%) Est. Cost $57.66 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $596K (-32.7%) Shares 24,260 (-21.3%) Est. Cost $40.94 Unrealized
LQD ISHARES TR 0.0%
Value $635K (-31.2%) Shares 5,823 (-31.2%) Est. Cost $116.85 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $581K (-33.1%) Shares 13,611 (-1.6%) Est. Cost $96.30 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.503M (-6.0%) Shares 75,395 (-5.9%) Est. Cost $59.54 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $4.705M (+6.2%) Shares 118,200 (-1.3%) Est. Cost $37.02 Unrealized
IONQ IONQ INC 0.0%
Value $666K (+65.3%) Shares 12,503 (-10.5%) Est. Cost $29.85 Unrealized
QUIK QUICKLOGIC CORP 0.0%
Value $534K (+94.7%) Shares 26,743 (-8.5%) Est. Cost $7.68 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.799M (-12.3%) Shares 36,972 (-8.5%) Est. Cost $38.24 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value $981K (+32.8%) Shares 18,605 (-17.0%) Est. Cost $33.26 Unrealized
IXUS ISHARES TR 0.1%
Value $3.384M (+7.7%) Shares 35,456 (-2.2%) Est. Cost $65.46 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $363K (-38.5%) Shares 12,400 (-25.5%) Est. Cost $43.86 Unrealized
IREN IREN LIMITED 0.0%
Value $1.478M (+18.1%) Shares 32,328 (-11.5%) Est. Cost $15.71 Unrealized
ISCB ISHARES TR 0.1%
Value $2.577M (+9.6%) Shares 34,130 (-5.6%) Est. Cost $52.73 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $1.222M (-15.0%) Shares 36,709 (-1.9%) Est. Cost $54.89 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.445M (+17.5%) Shares 16,040 (-2.0%) Est. Cost $67.27 Unrealized
GINN GOLDMAN SACHS ETF TR 0.0%
Value $630K (-25.3%) Shares 7,998 (-35.2%) Est. Cost $41.55 Unrealized
XCEM COLUMBIA ETF TR II 0.0%
Value $997K (+27.0%) Shares 18,845 (-2.0%) Est. Cost $29.91 Unrealized
FTRI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $820K (-20.3%) Shares 51,649 (-10.4%) Est. Cost $17.85 Unrealized
ISCG ISHARES TR 0.0%
Value $1.347M (+18.3%) Shares 20,553 (-1.1%) Est. Cost $54.80 Unrealized
ITA ISHARES TR 0.1%
Value $1.585M (-11.3%) Shares 6,537 (-19.9%) Est. Cost $140.02 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value $606K (-24.5%) Shares 2,108 (-39.9%) Est. Cost $166.26 Unrealized
RING ISHARES INC 0.0%
Value $785K (-19.9%) Shares 12,155 (-2.1%) Est. Cost $78.98 Unrealized
FTNT FORTINET INC 0.0%
Value $462K (+72.7%) Shares 3,010 (-8.1%) Est. Cost $58.30 Unrealized
ARKK ARK ETF TR 0.0%
Value $1.302M (+17.6%) Shares 16,107 (-1.7%) Est. Cost $67.61 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value $2.167M (-8.1%) Shares 74,707 (-7.5%) Est. Cost $28.91 Unrealized
TLT ISHARES TR 0.1%
Value $3.907M (-4.6%) Shares 45,209 (-4.3%) Est. Cost $94.28 Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $787K (+30.6%) Shares 32,141 (-31.4%) Est. Cost $9.80 Unrealized
GRAL GRAIL INC 0.0%
Value $913K (+24.5%) Shares 13,376 (-5.8%) Est. Cost $20.09 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.1%
Value $2.054M (-8.0%) Shares 81,921 (-8.2%) Est. Cost $25.08 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value $45,768 (-79.4%) Shares 17,671 (-75.6%) Est. Cost $8.00 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value $4.195M (+4.4%) Shares 95,275 (-3.2%) Est. Cost $38.40 Unrealized
FDX FEDEX CORP 0.0%
Value $619K (-21.8%) Shares 1,977 (-11.0%) Est. Cost $286.58 Unrealized
MTRN MATERION CORP 0.0%
Value $401K (+73.5%) Shares 1,350 (-15.6%) Est. Cost $145.42 Unrealized
APP APPLOVIN CORP 0.0%
Value $490K (-25.4%) Shares 951 (-42.4%) Est. Cost $375.73 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $4.962M (-3.3%) Shares 9,662 (-5.9%) Est. Cost $396.32 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value $441K (-26.9%) Shares 29,630 (-32.8%) Est. Cost $13.55 Unrealized
LOW LOWES COS INC 0.0%
Value $1.245M (-11.4%) Shares 5,645 (-5.0%) Est. Cost $211.05 Unrealized
ADBE ADOBE INC 0.0%
Value $263K (-37.1%) Shares 1,283 (-25.4%) Est. Cost $509.94 Unrealized
QGRW WISDOMTREE TR 0.1%
Value $1.643M (+10.2%) Shares 24,889 (-10.8%) Est. Cost $49.15 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $2.15M (+7.5%) Shares 2,198 (-1.6%) Est. Cost $412.01 Unrealized
ALL ALLSTATE CORP 0.1%
Value $2.287M (-6.1%) Shares 9,612 (-18.1%) Est. Cost $177.84 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $398K (+54.6%) Shares 1,563 (-8.4%) Est. Cost $196.86 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value $445K (+43.8%) Shares 1,329 (-7.2%) Est. Cost $183.36 Unrealized
QXO QXO INC 0.0%
Value $314K (-29.0%) Shares 18,168 (-20.2%) Est. Cost $18.87 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $270K (-31.5%) Shares 858 (-37.5%) Est. Cost $258.62 Unrealized
JSMD JANUS DETROIT STR TR 0.0%
Value $777K (+18.1%) Shares 7,676 (-7.4%) Est. Cost $71.30 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $704K (+20.0%) Shares 2,840 (-2.7%) Est. Cost $200.87 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value $121K (-48.8%) Shares 11,358 (-37.1%) Est. Cost $6.71 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $1.363M (-7.7%) Shares 16,404 (-8.9%) Est. Cost $75.87 Unrealized
SHOP SHOPIFY INC 0.0%
Value $731K (-13.4%) Shares 6,398 (-10.0%) Est. Cost $89.90 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $914K (+13.4%) Shares 7,953 (-7.6%) Est. Cost $43.87 Unrealized
CRWV COREWEAVE INC 0.0%
Value $470K (+26.4%) Shares 4,725 (-1.6%) Est. Cost $101.44 Unrealized
TJX TJX COS INC NEW 0.0%
Value $1.229M (-7.0%) Shares 8,110 (-1.9%) Est. Cost $122.32 Unrealized
APH AMPHENOL CORP 0.0%
Value $213K (-30.2%) Shares 1,207 (-50.0%) Est. Cost $146.40 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $370K (+29.0%) Shares 747 (-6.4%) Est. Cost $268.78 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value $588K (-12.2%) Shares 19,067 (-12.4%) Est. Cost $30.79 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value $846K (-8.7%) Shares 34,793 (-9.9%) Est. Cost $23.53 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.288M (-5.9%) Shares 29,540 (-5.9%) Est. Cost $51.00 Unrealized
TRGP TARGA RES CORP 0.0%
Value $213K (-27.1%) Shares 795 (-31.8%) Est. Cost $154.01 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value $4.774M (-1.6%) Shares 45,920 (-8.4%) Est. Cost $68.97 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $393K (-16.2%) Shares 8,104 (-17.8%) Est. Cost $48.25 Unrealized
DIS DISNEY WALT CO 0.1%
Value $2.927M (-2.5%) Shares 30,411 (-2.3%) Est. Cost $134.91 Unrealized
XYLD GLOBAL X FDS 0.0%
Value $234K (-23.6%) Shares 5,735 (-26.7%) Est. Cost $39.27 Unrealized
AMLP ALPS ETF TR 0.1%
Value $2.074M (-3.2%) Shares 39,997 (-1.7%) Est. Cost $45.83 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $749K (+10.0%) Shares 2,179 (-4.4%) Est. Cost $242.99 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $244K (-21.7%) Shares 4,550 (-3.5%) Est. Cost $40.18 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value $181K (-26.5%) Shares 10,701 (-6.9%) Est. Cost $22.52 Unrealized
BALI BLACKROCK ETF TRUST 0.0%
Value $865K (+8.2%) Shares 25,560 (-1.5%) Est. Cost $29.24 Unrealized
UDEC INNOVATOR ETFS TRUST 0.0%
Value $1.177M (+5.8%) Shares 28,230 (-1.4%) Est. Cost $39.64 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value $774K (+8.9%) Shares 17,950 (-8.5%) Est. Cost $36.13 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $278K (-17.0%) Shares 2,768 (-42.6%) Est. Cost $62.03 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $534K (-9.4%) Shares 22,398 (-12.8%) Est. Cost $21.95 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $1.488M (+3.8%) Shares 6,042 (-13.2%) Est. Cost $203.78 Unrealized
IHI ISHARES TR 0.0%
Value $237K (-18.8%) Shares 4,801 (-12.3%) Est. Cost $70.57 Unrealized
GSK GSK PLC 0.0%
Value $457K (-10.4%) Shares 8,719 (-5.6%) Est. Cost $33.54 Unrealized
CLOZ SERIES PORTFOLIOS TR 0.0%
Value $582K (-8.3%) Shares 22,026 (-11.0%) Est. Cost $26.57 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $445K (+12.8%) Shares 50,818 (-1.2%) Est. Cost $5.88 Unrealized
EVMO MORGAN STANLEY ETF TRUST 0.0%
Value $901K (-5.3%) Shares 18,021 (-4.7%) Est. Cost $50.74 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $650K (+8.3%) Shares 3,818 (-7.7%) Est. Cost $123.53 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $521K (+10.6%) Shares 4,074 (-5.1%) Est. Cost $116.98 Unrealized
IJS ISHARES TR 0.0%
Value $332K (-12.7%) Shares 2,430 (-24.4%) Est. Cost $103.82 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $301K (-13.8%) Shares 4,170 (-17.4%) Est. Cost $60.72 Unrealized
NET CLOUDFLARE INC 0.0%
Value $359K (+15.4%) Shares 1,463 (-2.9%) Est. Cost $204.15 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value $371K (-11.4%) Shares 49,081 (-14.6%) Est. Cost $7.28 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $880K (+5.7%) Shares 14,596 (-3.1%) Est. Cost $34.43 Unrealized
FAST FASTENAL CO 0.0%
Value $1.068M (-4.1%) Shares 22,232 (-7.3%) Est. Cost $36.11 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $497K (+9.7%) Shares 706 (-3.8%) Est. Cost $483.43 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $732K (-5.6%) Shares 16,947 (-1.1%) Est. Cost $92.20 Unrealized
DBEF DBX ETF TR 0.0%
Value $483K (+9.3%) Shares 8,845 (-1.1%) Est. Cost $48.42 Unrealized
MBB ISHARES TR 0.0%
Value $716K (-5.2%) Shares 7,577 (-4.8%) Est. Cost $102.28 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value $2.079M (+1.9%) Shares 44,057 (-13.3%) Est. Cost $40.81 Unrealized
MPLX MPLX LP 0.0%
Value $314K (-10.8%) Shares 5,578 (-9.6%) Est. Cost $47.31 Unrealized
STIP ISHARES TR 0.0%
Value $249K (-13.0%) Shares 2,439 (-11.9%) Est. Cost $101.36 Unrealized
ARKW ARK ETF TR 0.0%
Value $317K (+12.8%) Shares 2,188 (-6.1%) Est. Cost $154.95 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.0%
Value $360K (+11.0%) Shares 14,039 (-2.4%) Est. Cost $20.51 Unrealized
ARKQ ARK ETF TR 0.0%
Value $481K (+8.0%) Shares 3,641 (-8.1%) Est. Cost $112.00 Unrealized
PULS PGIM ETF TR 0.0%
Value $1.444M (-2.4%) Shares 29,152 (-2.5%) Est. Cost $49.27 Unrealized
IBTM ISHARES TR 0.0%
Value $230K (-12.6%) Shares 10,126 (-11.7%) Est. Cost $23.12 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $311K (+11.8%) Shares 1,062 (-25.4%) Est. Cost $126.07 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $318K (+11.0%) Shares 1,648 (-2.0%) Est. Cost $223.46 Unrealized
ALLY ALLY FINL INC 0.0%
Value $237K (+15.2%) Shares 5,166 (-1.6%) Est. Cost $34.34 Unrealized
CAN CANAAN INC 0.0%
Value $15,001 (-67.6%) Shares 52,250 (-51.3%) Est. Cost $0.69 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.035M (-1.5%) Shares 50,071 (-1.7%) Est. Cost $41.60 Unrealized
DUSA DAVIS FUNDAMENTAL ETF TR 0.0%
Value $829K (-3.6%) Shares 14,749 (-12.9%) Est. Cost $28.60 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $781K (-3.8%) Shares 17,457 (-3.7%) Est. Cost $45.74 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $256K (-10.6%) Shares 16,105 (-2.4%) Est. Cost $13.13 Unrealized
FALN ISHARES TR 0.0%
Value $308K (-8.9%) Shares 11,290 (-10.6%) Est. Cost $26.89 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.794M (-1.6%) Shares 36,034 (-1.5%) Est. Cost $49.43 Unrealized
RXI ISHARES TR 0.0%
Value $1.3M (+2.2%) Shares 6,739 (-1.2%) Est. Cost $199.03 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $444K (+6.6%) Shares 11,704 (-6.7%) Est. Cost $30.23 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value $348K (-7.1%) Shares 14,794 (-9.2%) Est. Cost $24.85 Unrealized
ROUS LATTICE STRATEGIES TR 0.0%
Value $920K (-2.7%) Shares 13,656 (-14.8%) Est. Cost $50.80 Unrealized
IYM ISHARES TR 0.0%
Value $1.399M (-1.8%) Shares 7,790 (-3.8%) Est. Cost $134.28 Unrealized
WTV WISDOMTREE TR 0.0%
Value $214K (-10.7%) Shares 2,100 (-16.8%) Est. Cost $82.18 Unrealized
MP MP MATERIALS CORP 0.0%
Value $231K (+12.4%) Shares 4,128 (-3.2%) Est. Cost $61.74 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $353K (+7.3%) Shares 7,091 (-1.0%) Est. Cost $40.73 Unrealized
AFL AFLAC INC 0.0%
Value $430K (+5.4%) Shares 3,667 (-1.4%) Est. Cost $63.13 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $226K (-8.9%) Shares 2,743 (-20.6%) Est. Cost $71.75 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $254K (-7.9%) Shares 5,348 (-1.9%) Est. Cost $40.04 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $282K (+8.3%) Shares 3,648 (-1.4%) Est. Cost $70.38 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $243K (-8.1%) Shares 3,170 (-7.5%) Est. Cost $75.39 Unrealized
SGOV ISHARES TR 0.0%
Value $1.219M (-1.7%) Shares 12,109 (-1.7%) Est. Cost $100.57 Unrealized
GRNY TIDAL TRUST I 0.0%
Value $471K (+4.5%) Shares 17,025 (-9.8%) Est. Cost $24.38 Unrealized
IYF ISHARES TR 0.0%
Value $690K (+3.0%) Shares 5,414 (-4.9%) Est. Cost $104.37 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value $3.821M (+0.5%) Shares 29,033 (-7.7%) Est. Cost $98.63 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $881K (+2.3%) Shares 8,620 (-10.3%) Est. Cost $92.93 Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value $307K (-5.9%) Shares 8,411 (-3.7%) Est. Cost $31.19 Unrealized
D DOMINION ENERGY INC 0.0%
Value $272K (+7.5%) Shares 3,982 (-2.7%) Est. Cost $59.76 Unrealized
REET ISHARES TR 0.0%
Value $347K (-4.9%) Shares 12,569 (-13.4%) Est. Cost $25.04 Unrealized
PFFD GLOBAL X FDS 0.1%
Value $2.292M (-0.8%) Shares 122,640 (-2.3%) Est. Cost $20.14 Unrealized
DERM JOURNEY MED CORP 0.0%
Value $142K (+13.6%) Shares 20,000 (-24.7%) Est. Cost $4.33 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.0%
Value $545K (-3.0%) Shares 9,200 (-9.8%) Est. Cost $41.84 Unrealized
LQTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $274K (-5.6%) Shares 14,188 (-4.3%) Est. Cost $19.58 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $1.058M (-1.5%) Shares 5,891 (-1.2%) Est. Cost $135.24 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $686K (-2.2%) Shares 2,340 (-3.1%) Est. Cost $254.37 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $454K (-3.3%) Shares 9,384 (-4.0%) Est. Cost $48.80 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value $291K (-4.8%) Shares 2,760 (-4.8%) Est. Cost $105.54 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $879K (+1.5%) Shares 3,320 (-10.2%) Est. Cost $213.68 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value $2.027M (-0.6%) Shares 11,477 (-6.8%) Est. Cost $134.64 Unrealized
ESGE ISHARES INC 0.0%
Value $265K (-3.9%) Shares 4,842 (-20.1%) Est. Cost $45.47 Unrealized
IYC ISHARES TR 0.0%
Value $456K (+2.3%) Shares 4,509 (-1.9%) Est. Cost $94.82 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $249K (-4.0%) Shares 7,318 (-9.6%) Est. Cost $60.39 Unrealized
CB CHUBB LIMITED 0.0%
Value $578K (+1.7%) Shares 1,695 (-2.6%) Est. Cost $260.69 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $790K (-1.2%) Shares 4,146 (-1.6%) Est. Cost $232.68 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $544K (-1.6%) Shares 6,979 (-1.0%) Est. Cost $80.36 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $240K (+3.8%) Shares 6,319 (-5.9%) Est. Cost $34.41 Unrealized
AMGN AMGEN INC 0.1%
Value $2.423M (+0.3%) Shares 6,692 (-2.5%) Est. Cost $258.41 Unrealized
RPAR TIDAL TRUST I 0.0%
Value $324K (-2.3%) Shares 14,559 (-2.3%) Est. Cost $18.62 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $407K (+1.9%) Shares 3,704 (-10.4%) Est. Cost $116.44 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $626K (+1.1%) Shares 12,985 (-1.3%) Est. Cost $34.74 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $334K (-1.7%) Shares 1,305 (-6.1%) Est. Cost $151.54 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $613K (-0.9%) Shares 4,478 (-5.0%) Est. Cost $76.55 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $2.666M (-0.2%) Shares 5,318 (-2.1%) Est. Cost $547.86 Unrealized
FLRT PACER FDS TR 0.0%
Value $844K (-0.6%) Shares 18,108 (-1.2%) Est. Cost $47.36 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value $549K (+0.8%) Shares 71,605 (-1.2%) Est. Cost $8.23 Unrealized
DTE DTE ENERGY CO 0.0%
Value $591K (-0.7%) Shares 3,876 (-4.7%) Est. Cost $108.20 Unrealized
KCE SPDR SERIES TRUST 0.0%
Value $247K (-1.6%) Shares 1,678 (-8.1%) Est. Cost $124.88 Unrealized
EVLN MORGAN STANLEY ETF TRUST 0.0%
Value $536K (-0.6%) Shares 11,041 (-1.3%) Est. Cost $50.11 Unrealized
PFFA ETFIS SER TR I 0.0%
Value $219K (-0.7%) Shares 10,649 (-1.7%) Est. Cost $20.36 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $285K (+0.5%) Shares 6,422 (-11.9%) Est. Cost $36.29 Unrealized
USHY ISHARES TR 0.0%
Value $219K (-0.6%) Shares 5,927 (-1.1%) Est. Cost $36.81 Unrealized
PSFO PACER FDS TR 0.0%
Value $500K (+0.3%) Shares 14,447 (-8.3%) Est. Cost $32.40 Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.076M (-0.1%) Shares 23,510 (-2.4%) Est. Cost $44.71 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $313K (+0.0%) Shares 2,326 (-18.7%) Est. Cost $102.22 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value $3.453M (-0.0%) Shares 320,063 (-4.5%) Est. Cost $9.83 Unrealized

Unchanged Positions (177)

SPYM SPDR SERIES TRUST 1.7%
Value $52.24M Shares 594,395 Est. Cost $52.10 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.7%
Value $54.73M Shares 73,288 Est. Cost $420.78 Unrealized
GOOG ALPHABET INC 0.6%
Value $19.73M Shares 55,828 Est. Cost $140.49 Unrealized
AVGO BROADCOM INC 0.7%
Value $21.73M Shares 57,512 Est. Cost $171.03 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.8%
Value $25.88M Shares 182,380 Est. Cost $92.63 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value $22.77M Shares 773,669 Est. Cost $34.61 Unrealized
GLD SPDR GOLD TR 0.5%
Value $15.82M Shares 42,933 Est. Cost $226.96 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $23.86M Shares 72,888 Est. Cost $144.55 Unrealized
TSLA TESLA INC 0.6%
Value $19.73M Shares 46,910 Est. Cost $249.38 Unrealized
MTUM ISHARES TR 0.2%
Value $6.367M Shares 18,572 Est. Cost $184.50 Unrealized
PWR QUANTA SVCS INC 0.2%
Value $6.383M Shares 8,865 Est. Cost $278.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $8.432M Shares 8,337 Est. Cost $556.47 Unrealized
CSX CSX CORP 0.3%
Value $10.14M Shares 213,278 Est. Cost $30.05 Unrealized
IEMG ISHARES INC 0.2%
Value $7.463M Shares 90,087 Est. Cost $56.91 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.1%
Value $2.413M Shares 8,469 Est. Cost $147.47 Unrealized
HFXI NEW YORK LIFE INVESTMENTS ET 0.3%
Value $9.256M Shares 243,008 Est. Cost $24.16 Unrealized
ABBV ABBVIE INC 0.3%
Value $8.335M Shares 33,122 Est. Cost $133.89 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.3%
Value $9.301M Shares 17,804 Est. Cost $332.77 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $5.284M Shares 124,792 Est. Cost $39.45 Unrealized
IVE ISHARES TR 0.4%
Value $13.46M Shares 59,282 Est. Cost $151.58 Unrealized
TTMI TTM TECHNOLOGIES INC 0.1%
Value $1.635M Shares 8,742 Est. Cost $65.27 Unrealized
GEM GOLDMAN SACHS ETF TR 0.1%
Value $4.592M Shares 88,316 Est. Cost $34.63 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.2%
Value $7.676M Shares 195,474 Est. Cost $25.61 Unrealized
MRK MERCK & CO INC 0.3%
Value $10.91M Shares 84,891 Est. Cost $89.13 Unrealized
IWP ISHARES TR 0.2%
Value $5.943M Shares 40,593 Est. Cost $121.71 Unrealized
CME CME GROUP INC 0.1%
Value $2.158M Shares 9,773 Est. Cost $270.84 Unrealized
MDYG SPDR SERIES TRUST 0.2%
Value $4.858M Shares 43,342 Est. Cost $57.90 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value $3.096M Shares 13,281 Est. Cost $184.58 Unrealized
MDYV SPDR SERIES TRUST 0.2%
Value $6.2M Shares 65,362 Est. Cost $57.10 Unrealized
C CITIGROUP INC 0.1%
Value $3.227M Shares 23,057 Est. Cost $72.94 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value $5.487M Shares 43,980 Est. Cost $95.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $17.77M Shares 35,506 Est. Cost $349.32 Unrealized
BK BANK OF NY MELLON CORP 0.1%
Value $3.223M Shares 22,286 Est. Cost $81.44 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $3.097M Shares 8,469 Est. Cost $246.05 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value $1.1M Shares 16,564 Est. Cost $105.74 Unrealized
UNP UNION PAC CORP 0.2%
Value $5.093M Shares 18,724 Est. Cost $221.43 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value $3.226M Shares 44,632 Est. Cost $58.01 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value $7.275M Shares 268,950 Est. Cost $24.06 Unrealized
THNQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $1.197M Shares 13,123 Est. Cost $49.23 Unrealized
PSX PHILLIPS 66 0.2%
Value $5.305M Shares 31,383 Est. Cost $97.70 Unrealized
VSDA VICTORY PORTFOLIOS II 0.2%
Value $5.712M Shares 98,179 Est. Cost $47.56 Unrealized
KO COCA COLA CO 0.2%
Value $5.975M Shares 73,515 Est. Cost $53.13 Unrealized
LRGE LEGG MASON ETF INVT 0.1%
Value $3.147M Shares 36,737 Est. Cost $60.17 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value $4.829M Shares 111,947 Est. Cost $33.01 Unrealized
DLN WISDOMTREE TR 0.2%
Value $5.615M Shares 58,298 Est. Cost $71.26 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.521M Shares 24,801 Est. Cost $46.47 Unrealized
ILCG ISHARES TR 0.1%
Value $1.865M Shares 15,935 Est. Cost $89.96 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $3.843M Shares 21,244 Est. Cost $107.57 Unrealized
TDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.111M Shares 66,454 Est. Cost $26.99 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value $5.388M Shares 47,339 Est. Cost $78.46 Unrealized
VMI VALMONT INDS INC 0.0%
Value $963K Shares 1,668 Est. Cost $319.01 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value $1.499M Shares 16,421 Est. Cost $66.72 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $1.652M Shares 21,876 Est. Cost $55.20 Unrealized
DOL WISDOMTREE TR 0.1%
Value $3.173M Shares 42,664 Est. Cost $47.81 Unrealized
IWO ISHARES TR 0.0%
Value $1.047M Shares 2,658 Est. Cost $295.64 Unrealized
CHAT TIDAL TRUST II 0.0%
Value $581K Shares 5,883 Est. Cost $61.32 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $1.906M Shares 25,430 Est. Cost $65.95 Unrealized
IYH ISHARES TR 0.1%
Value $2.303M Shares 34,361 Est. Cost $79.92 Unrealized
IWS ISHARES TR 0.0%
Value $1.525M Shares 9,262 Est. Cost $113.13 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $3.913M Shares 67,905 Est. Cost $49.04 Unrealized
AGX ARGAN INC 0.0%
Value $539K Shares 675 Est. Cost $370.57 Unrealized
IMCG ISHARES TR 0.0%
Value $790K Shares 8,041 Est. Cost $74.57 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $3.744M Shares 5 Est. Cost $558229.80 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value $2.744M Shares 92,320 Est. Cost $27.06 Unrealized
XLSR SSGA ACTIVE TR 0.0%
Value $1.23M Shares 18,957 Est. Cost $51.42 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.013M Shares 18,750 Est. Cost $46.99 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value $268K Shares 19,270 Est. Cost $14.68 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $672K Shares 2,195 Est. Cost $190.95 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $1.354M Shares 14,301 Est. Cost $86.93 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.1%
Value $2.074M Shares 55,303 Est. Cost $32.05 Unrealized
UTES ETFIS SER TR I 0.1%
Value $3.207M Shares 39,234 Est. Cost $65.66 Unrealized
SDVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.85M Shares 80,125 Est. Cost $21.20 Unrealized
IGM ISHARES TR 0.0%
Value $320K Shares 1,955 Est. Cost $95.94 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $348K Shares 901 Est. Cost $377.63 Unrealized
QQQE DIREXION SHARES ETF TRUST 0.0%
Value $441K Shares 3,612 Est. Cost $76.69 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $1.471M Shares 9,673 Est. Cost $109.61 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $648K Shares 4,631 Est. Cost $81.48 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $514K Shares 3,885 Est. Cost $95.75 Unrealized
BBNX BETA BIONICS INC 0.0%
Value $223K Shares 14,201 Est. Cost $14.16 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $541K Shares 7,724 Est. Cost $33.40 Unrealized
BP BP PLC 0.0%
Value $279K Shares 7,558 Est. Cost $34.46 Unrealized
PSCF INVESCO EXCH TRADED FD TR II 0.0%
Value $592K Shares 9,096 Est. Cost $56.85 Unrealized
PALC PACER FDS TR 0.0%
Value $578K Shares 9,677 Est. Cost $52.13 Unrealized
GSC GOLDMAN SACHS ETF TR 0.0%
Value $330K Shares 4,760 Est. Cost $52.72 Unrealized
IYR ISHARES TR 0.0%
Value $927K Shares 9,067 Est. Cost $95.72 Unrealized
IUSV ISHARES TR 0.0%
Value $827K Shares 7,504 Est. Cost $75.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $223K Shares 1,815 Est. Cost $112.45 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value $372K Shares 9,527 Est. Cost $34.74 Unrealized
ORCL ORACLE CORP 0.2%
Value $5.473M Shares 37,344 Est. Cost $139.08 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $239K Shares 383 Est. Cost $569.31 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $1.032M Shares 13,529 Est. Cost $49.67 Unrealized
PTLC PACER FDS TR 0.0%
Value $542K Shares 9,298 Est. Cost $39.34 Unrealized
NUVEEN MULTI ASSET INCOME FU 0.0%
Value $425K Shares 30,000 Est. Cost $15.75 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $330K Shares 8,198 Est. Cost $29.13 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.72M Shares 80,739 Est. Cost $21.31 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $324K Shares 2,157 Est. Cost $173.04 Unrealized
AOR ISHARES TR 0.0%
Value $611K Shares 8,793 Est. Cost $54.17 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value $478K Shares 4,646 Est. Cost $102.04 Unrealized
DSI ISHARES TR 0.0%
Value $299K Shares 2,098 Est. Cost $108.81 Unrealized
GALT GALECTIN THERAPEUTICS INC 0.0%
Value $111K Shares 23,900 Est. Cost $2.45 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value $827K Shares 56,870 Est. Cost $13.20 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $395K Shares 11,672 Est. Cost $18.20 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value $430K Shares 10,582 Est. Cost $28.21 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $451K Shares 5,386 Est. Cost $61.25 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $541K Shares 4,791 Est. Cost $102.62 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $275K Shares 6,766 Est. Cost $34.55 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $352K Shares 1,868 Est. Cost $116.46 Unrealized
IYJ ISHARES TR 0.0%
Value $353K Shares 2,116 Est. Cost $135.08 Unrealized
IWY ISHARES TR 0.0%
Value $279K Shares 961 Est. Cost $196.14 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.626M Shares 27,963 Est. Cost $70.95 Unrealized
NEM NEWMONT CORP 0.0%
Value $233K Shares 2,498 Est. Cost $69.39 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $243K Shares 5,337 Est. Cost $52.76 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $663K Shares 20,745 Est. Cost $18.82 Unrealized
IYY ISHARES TR 0.0%
Value $287K Shares 1,574 Est. Cost $107.75 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $722K Shares 9,779 Est. Cost $67.88 Unrealized
AVMV AMERICAN CENTY ETF TR 0.0%
Value $418K Shares 5,185 Est. Cost $71.93 Unrealized
PPL PPL CORP 0.0%
Value $561K Shares 15,423 Est. Cost $25.03 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value $428K Shares 21,089 Est. Cost $18.82 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $628K Shares 6,493 Est. Cost $63.83 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value $5.367M Shares 105,933 Est. Cost $49.88 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.0%
Value $318K Shares 2,445 Est. Cost $87.24 Unrealized
PSFD PACER FDS TR 0.0%
Value $343K Shares 8,616 Est. Cost $36.50 Unrealized
EXC EXELON CORP 0.0%
Value $650K Shares 13,935 Est. Cost $39.00 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $3.226M Shares 165,225 Est. Cost $18.98 Unrealized
HUBB HUBBELL INC 0.0%
Value $406K Shares 776 Est. Cost $383.38 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value $1.586M Shares 21,285 Est. Cost $73.50 Unrealized
FDV FEDERATED HERMES ETF TRUST 0.0%
Value $979K Shares 31,185 Est. Cost $27.75 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $823K Shares 16,186 Est. Cost $46.37 Unrealized
TAIL CAMBRIA ETF TR 0.0%
Value $216K Shares 20,298 Est. Cost $11.71 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $262K Shares 1,785 Est. Cost $99.18 Unrealized
MINT PIMCO ETF TR 0.3%
Value $8.324M Shares 82,576 Est. Cost $100.90 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value $296K Shares 1,350 Est. Cost $107.88 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value $238K Shares 8,086 Est. Cost $26.01 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $3.412M Shares 46,477 Est. Cost $76.11 Unrealized
WAB WABTEC 0.0%
Value $256K Shares 951 Est. Cost $205.33 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value $284K Shares 6,600 Est. Cost $40.10 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $165K Shares 16,780 Est. Cost $8.41 Unrealized
AVES AMERICAN CENTY ETF TR 0.0%
Value $234K Shares 3,561 Est. Cost $59.98 Unrealized
LIEN CHICAGO ATLANTIC BDC INC 0.0%
Value $377K Shares 38,600 Est. Cost $10.09 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $295K Shares 7,159 Est. Cost $34.69 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value $207K Shares 100 Est. Cost $1956.98 Unrealized
MCO MOODYS CORP 0.0%
Value $348K Shares 769 Est. Cost $305.10 Unrealized
AZO AUTOZONE INC 0.0%
Value $221K Shares 69 Est. Cost $3552.79 Unrealized
HYG ISHARES TR 0.0%
Value $994K Shares 12,429 Est. Cost $83.25 Unrealized
EMB ISHARES TR 0.0%
Value $417K Shares 4,320 Est. Cost $89.81 Unrealized
NIO NIO INC 0.0%
Value $56,637 Shares 11,193 Est. Cost $18.73 Unrealized
IYK ISHARES TR 0.0%
Value $231K Shares 3,174 Est. Cost $70.42 Unrealized
GHI GREYSTONE HOUSING IMPACT INV 0.0%
Value $59,699 Shares 10,293 Est. Cost $6.89 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $261K Shares 2,552 Est. Cost $80.05 Unrealized
TNGY TORTOISE CAPITAL SERIES TRUS 0.0%
Value $101K Shares 10,366 Est. Cost $10.43 Unrealized
NI NISOURCE INC 0.0%
Value $329K Shares 6,909 Est. Cost $23.66 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value $449K Shares 1,962 Est. Cost $183.91 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value $301K Shares 20,731 Est. Cost $14.24 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $320K Shares 1,803 Est. Cost $211.25 Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $18,480 Shares 12,000 Est. Cost $2.97 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value $82,731 Shares 14,413 Est. Cost $5.02 Unrealized
HDMV FIRST TR EXCH TRADED FD III 0.0%
Value $313K Shares 8,460 Est. Cost $34.78 Unrealized
NEUBERGER ENGY INFRSTR & INC 0.0%
Value $145K Shares 14,282 Est. Cost $4.23 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value $16,900 Shares 13,000 Est. Cost $2.36 Unrealized
GOSS GOSSAMER BIO INC 0.0%
Value $4,108 Shares 24,955 Est. Cost $2.60 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $803K Shares 16,123 Est. Cost $48.96 Unrealized
ULST SSGA ACTIVE ETF TR 0.0%
Value $427K Shares 10,573 Est. Cost $40.36 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value $211K Shares 4,117 Est. Cost $53.75 Unrealized
ATYR ATYR PHARMA INC 0.0%
Value $6,744 Shares 11,300 Est. Cost $4.05 Unrealized
HYXF ISHARES TR 0.0%
Value $217K Shares 4,648 Est. Cost $46.19 Unrealized
FTCA PUTNAM ETF TRUST 0.0%
Value $97,944 Shares 13,200 Est. Cost $7.28 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $216K Shares 2,658 Est. Cost $73.22 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $459K Shares 9,798 Est. Cost $46.97 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value $91,714 Shares 11,090 Est. Cost $7.55 Unrealized
UMI USCF ETF TR 0.0%
Value $257K Shares 4,374 Est. Cost $58.59 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $232K Shares 12,313 Est. Cost $19.01 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $213K Shares 8,330 Est. Cost $27.05 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value $274K Shares 56,474 Est. Cost $6.18 Unrealized
IG PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $201K Shares 9,730 Est. Cost $20.89 Unrealized
CVSB MORGAN STANLEY ETF TRUST 0.0%
Value $219K Shares 4,332 Est. Cost $50.71 Unrealized
AGG ISHARES TR 0.1%
Value $1.829M Shares 18,478 Est. Cost $103.71 Unrealized
SPSK TIDAL TRUST I 0.0%
Value $196K Shares 10,874 Est. Cost $17.72 Unrealized