Arkadios Wealth Advisors Diversified Active

CIK: 0001800798 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $5,158,204 (100.0% shares, 0.0% debt)

Holdings (1,566)

New Positions (201)

OEI OPTIMIZED EQUITY INCOME ETF 0.6%
Value ($000) $29,976 Shares 1,171,023 Est. Cost $25.60 Unrealized
CSHI NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $17,080 Shares 343,450 Est. Cost $49.73 Unrealized
TRBF ANGEL OAK TOTAL RETURN ETF 0.3%
Value ($000) $15,566 Shares 311,673 Est. Cost $49.94 Unrealized
NEOS ENHANCED INCOME CREDIT SELECT ETF 0.2%
Value ($000) $11,611 Shares 230,710 Est. Cost $50.33 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.1%
Value ($000) $7,581 Shares 505,380 Est. Cost $15.00 Unrealized
RIFR RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF 0.1%
Value ($000) $6,934 Shares 268,907 Est. Cost $25.79 Unrealized
UNG UNITED STATES NATURAL GAS FUND LP 0.1%
Value ($000) $6,451 Shares 526,216 Est. Cost $12.26 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.1%
Value ($000) $6,263 Shares 142,183 Est. Cost $43.57 Unrealized 0.0%
XLVI STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF 0.1%
Value ($000) $4,859 Shares 183,826 Est. Cost $26.43 Unrealized
AR ANTERO RESOURCES CORP COM 0.1%
Value ($000) $4,649 Shares 134,911 Est. Cost $33.87 Unrealized 0.0%
BRTR ISHARES TOTAL RETURN ACTIVE ETF 0.1%
Value ($000) $4,109 Shares 80,917 Est. Cost $50.77 Unrealized
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.1%
Value ($000) $3,581 Shares 72,046 Est. Cost $49.70 Unrealized
DNOW DNOW INC COM 0.1%
Value ($000) $3,529 Shares 266,327 Est. Cost $14.04 Unrealized 0.0%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $3,373 Shares 33,945 Est. Cost $99.37 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.1%
Value ($000) $3,127 Shares 51,809 Est. Cost $60.35 Unrealized
FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF 0.1%
Value ($000) $3,003 Shares 97,246 Est. Cost $30.88 Unrealized
CCFE CONCOURSE CAPITAL FOCUSED EQUITY ETF 0.1%
Value ($000) $2,888 Shares 109,166 Est. Cost $26.45 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value ($000) $2,825 Shares 73,559 Est. Cost $37.24 Unrealized 0.0%
PFIG INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $2,406 Shares 99,069 Est. Cost $24.29 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $2,278 Shares 59,920 Est. Cost $38.02 Unrealized
WELLS FARGO & CO PERP PFD CNV A 0.0%
Value ($000) $1,961 Shares 1,618 Est. Cost $1212.00 Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $1,887 Shares 1,507 Est. Cost $1252.00 Unrealized
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $1,823 Shares 47,514 Est. Cost $38.36 Unrealized
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $1,539 Shares 16,341 Est. Cost $94.19 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $1,514 Shares 23,146 Est. Cost $63.23 Unrealized 0.0%
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.0%
Value ($000) $1,259 Shares 40,695 Est. Cost $30.94 Unrealized
MSIF MSC INCOME FUND INC COM 0.0%
Value ($000) $1,198 Shares 91,196 Est. Cost $13.28 Unrealized 0.0%
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,196 Shares 25,856 Est. Cost $46.25 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $1,165 Shares 65,923 Est. Cost $17.67 Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $1,165 Shares 23,564 Est. Cost $49.42 Unrealized
QCJL FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY 0.0%
Value ($000) $1,143 Shares 48,173 Est. Cost $23.73 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $1,120 Shares 11,813 Est. Cost $94.82 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1,102 Shares 8,443 Est. Cost $133.18 Unrealized 0.0%
KAMO KENSINGTON CREDIT OPPORTUNITIES ETF 0.0%
Value ($000) $1,094 Shares 43,720 Est. Cost $25.02 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $1,071 Shares 24,080 Est. Cost $44.46 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $1,042 Shares 9,726 Est. Cost $113.62 Unrealized 0.0%
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value ($000) $1,027 Shares 18,513 Est. Cost $55.46 Unrealized
AIOO ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF 0.0%
Value ($000) $1,002 Shares 38,989 Est. Cost $25.70 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $1,000 Shares 10,944 Est. Cost $91.40 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $962 Shares 40,593 Est. Cost $23.30 Unrealized 0.0%
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 0.0%
Value ($000) $910 Shares 16,834 Est. Cost $54.07 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $910 Shares 18,723 Est. Cost $47.08 Unrealized 0.0%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $900 Shares 20,571 Est. Cost $43.74 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $874 Shares 19,632 Est. Cost $44.50 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $867 Shares 13,261 Est. Cost $65.40 Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value ($000) $856 Shares 13,061 Est. Cost $65.51 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $808 Shares 6,504 Est. Cost $124.20 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $792 Shares 5,822 Est. Cost $158.02 Unrealized 0.0%
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 0.0%
Value ($000) $788 Shares 33,667 Est. Cost $23.42 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value ($000) $759 Shares 23,365 Est. Cost $32.50 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $753 Shares 16,953 Est. Cost $44.41 Unrealized
MKTN FEDERATED HERMES MDT MARKET NEUTRAL ETF 0.0%
Value ($000) $745 Shares 29,050 Est. Cost $25.65 Unrealized
SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $708 Shares 27,273 Est. Cost $25.97 Unrealized
PAYR FEDERATED HERMES ENHANCED INCOME ETF 0.0%
Value ($000) $697 Shares 13,778 Est. Cost $50.58 Unrealized
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 0.0%
Value ($000) $672 Shares 21,221 Est. Cost $31.68 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $670 Shares 16,918 Est. Cost $39.59 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $656 Shares 8,031 Est. Cost $84.91 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $647 Shares 33,398 Est. Cost $20.79 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $647 Shares 10,131 Est. Cost $60.99 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $639 Shares 3,288 Est. Cost $171.51 Unrealized 0.0%
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $611 Shares 2,033 Est. Cost $300.40 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $596 Shares 11,512 Est. Cost $51.75 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $593 Shares 17,194 Est. Cost $34.46 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $588 Shares 5,904 Est. Cost $99.52 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $559 Shares 8,726 Est. Cost $64.10 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $531 Shares 15,942 Est. Cost $34.20 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $529 Shares 6,546 Est. Cost $75.76 Unrealized 0.0%
UYLD ANGEL OAK ULTRASHORT INCOME ETF 0.0%
Value ($000) $527 Shares 10,305 Est. Cost $51.15 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value ($000) $525 Shares 4,050 Est. Cost $129.54 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $517 Shares 40,108 Est. Cost $12.90 Unrealized
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $514 Shares 21,870 Est. Cost $23.50 Unrealized
ATLO AMES NATL CORP COM 0.0%
Value ($000) $507 Shares 22,062 Est. Cost $21.38 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $506 Shares 21,453 Est. Cost $28.45 Unrealized 0.0%
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $500 Shares 16,730 Est. Cost $29.86 Unrealized
UOCT INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER 0.0%
Value ($000) $499 Shares 12,790 Est. Cost $39.04 Unrealized
UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 0.0%
Value ($000) $499 Shares 13,106 Est. Cost $38.06 Unrealized
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 0.0%
Value ($000) $483 Shares 12,182 Est. Cost $39.64 Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $482 Shares 12,679 Est. Cost $38.00 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $471 Shares 5,691 Est. Cost $82.77 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $471 Shares 1,857 Est. Cost $251.13 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $454 Shares 8,756 Est. Cost $41.86 Unrealized 0.0%
VIXY PROSHARES VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $449 Shares 17,500 Est. Cost $25.64 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $446 Shares 15,086 Est. Cost $29.55 Unrealized
REV GROUP INC COM 0.0%
Value ($000) $432 Shares 7,105 Est. Cost $60.81 Unrealized
YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $421 Shares 16,166 Est. Cost $26.01 Unrealized
FOX FOX CORP CL B COM 0.0%
Value ($000) $419 Shares 6,460 Est. Cost $58.38 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $418 Shares 2,606 Est. Cost $153.12 Unrealized 0.0%
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value ($000) $416 Shares 9,684 Est. Cost $42.99 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $411 Shares 4,288 Est. Cost $91.50 Unrealized 0.0%
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value ($000) $411 Shares 12,897 Est. Cost $31.84 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $408 Shares 1,049 Est. Cost $375.21 Unrealized 0.0%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $395 Shares 9,576 Est. Cost $41.22 Unrealized
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $391 Shares 7,980 Est. Cost $48.99 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $390 Shares 5,375 Est. Cost $75.45 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $381 Shares 4,812 Est. Cost $76.59 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $378 Shares 14,618 Est. Cost $28.79 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $367 Shares 9,862 Est. Cost $38.27 Unrealized 0.0%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value ($000) $366 Shares 20,708 Est. Cost $17.69 Unrealized
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 0.0%
Value ($000) $349 Shares 8,226 Est. Cost $42.48 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $346 Shares 572 Est. Cost $549.70 Unrealized 0.0%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $339 Shares 20,012 Est. Cost $16.92 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $337 Shares 8,492 Est. Cost $44.24 Unrealized 0.0%
G GENPACT LIMITED SHS 0.0%
Value ($000) $335 Shares 7,167 Est. Cost $43.25 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $332 Shares 1,713 Est. Cost $193.60 Unrealized
FPFD FIDELITY PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $332 Shares 15,215 Est. Cost $21.79 Unrealized
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value ($000) $331 Shares 7,931 Est. Cost $41.70 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $328 Shares 1,799 Est. Cost $166.24 Unrealized 0.0%
XNOV FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $324 Shares 8,548 Est. Cost $37.87 Unrealized
TFLR T. ROWE PRICE FLOATING RATE ETF 0.0%
Value ($000) $321 Shares 6,253 Est. Cost $51.41 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $320 Shares 6,683 Est. Cost $47.93 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $316 Shares 1,906 Est. Cost $168.76 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $316 Shares 2,341 Est. Cost $135.75 Unrealized 0.0%
FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 0.0%
Value ($000) $314 Shares 9,079 Est. Cost $34.61 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $309 Shares 400 Est. Cost $619.11 Unrealized +9.6%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $306 Shares 790 Est. Cost $386.95 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $305 Shares 10,957 Est. Cost $30.06 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $305 Shares 1,265 Est. Cost $255.44 Unrealized 0.0%
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $304 Shares 12,275 Est. Cost $24.76 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $302 Shares 3,207 Est. Cost $84.44 Unrealized 0.0%
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value ($000) $296 Shares 14,043 Est. Cost $21.10 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $285 Shares 2,766 Est. Cost $101.58 Unrealized 0.0%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $279 Shares 1,685 Est. Cost $165.80 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $277 Shares 817 Est. Cost $337.82 Unrealized 0.0%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $276 Shares 2,543 Est. Cost $114.40 Unrealized 0.0%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $274 Shares 3,554 Est. Cost $77.02 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.0%
Value ($000) $263 Shares 9,925 Est. Cost $26.53 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $261 Shares 13,471 Est. Cost $17.88 Unrealized 0.0%
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value ($000) $259 Shares 4,413 Est. Cost $58.74 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $259 Shares 7,516 Est. Cost $34.45 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $257 Shares 2,943 Est. Cost $75.90 Unrealized 0.0%
GNOV FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER 0.0%
Value ($000) $256 Shares 6,450 Est. Cost $39.72 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $256 Shares 1,914 Est. Cost $133.52 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $255 Shares 2,606 Est. Cost $97.85 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $254 Shares 5,000 Est. Cost $67.15 Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $246 Shares 4,808 Est. Cost $51.13 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $243 Shares 1,040 Est. Cost $194.00 Unrealized 0.0%
XDSQ INNOVATOR US EQUITY ACCELERATED ETF 0.0%
Value ($000) $242 Shares 5,822 Est. Cost $41.62 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $241 Shares 616 Est. Cost $407.67 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $239 Shares 9,600 Est. Cost $26.61 Unrealized -5.9%
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value ($000) $234 Shares 7,375 Est. Cost $31.66 Unrealized
GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 0.0%
Value ($000) $232 Shares 5,413 Est. Cost $42.79 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $230 Shares 6,961 Est. Cost $34.72 Unrealized 0.0%
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $229 Shares 5,961 Est. Cost $38.35 Unrealized
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $228 Shares 4,472 Est. Cost $51.06 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.0%
Value ($000) $225 Shares 12,000 Est. Cost $18.78 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $222 Shares 1,452 Est. Cost $153.08 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value ($000) $222 Shares 26,636 Est. Cost $8.34 Unrealized
CVCO CAVCO INDS INC DEL COM 0.0%
Value ($000) $222 Shares 375 Est. Cost $566.58 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $220 Shares 6,034 Est. Cost $33.93 Unrealized 0.0%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $220 Shares 6,086 Est. Cost $36.16 Unrealized
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $219 Shares 10,190 Est. Cost $21.46 Unrealized
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.0%
Value ($000) $218 Shares 2,963 Est. Cost $73.63 Unrealized
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 0.0%
Value ($000) $218 Shares 7,555 Est. Cost $28.80 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $216 Shares 2,997 Est. Cost $72.18 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $215 Shares 1,167 Est. Cost $149.58 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $215 Shares 1,562 Est. Cost $131.57 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $214 Shares 2,556 Est. Cost $85.27 Unrealized 0.0%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $214 Shares 10,152 Est. Cost $21.05 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $212 Shares 514 Est. Cost $413.22 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $212 Shares 8,454 Est. Cost $25.08 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $212 Shares 2,035 Est. Cost $108.25 Unrealized 0.0%
MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $210 Shares 7,092 Est. Cost $29.60 Unrealized
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $208 Shares 7,614 Est. Cost $27.35 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $208 Shares 8,634 Est. Cost $24.11 Unrealized
BELFB BEL FUSE INC CL B 0.0%
Value ($000) $208 Shares 1,227 Est. Cost $156.18 Unrealized 0.0%
AFSM FIRST TRUST ACTIVE FACTOR SMALL CAP ETF 0.0%
Value ($000) $206 Shares 6,272 Est. Cost $32.88 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $206 Shares 511 Est. Cost $406.96 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $205 Shares 2,280 Est. Cost $94.58 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $205 Shares 6,785 Est. Cost $29.98 Unrealized 0.0%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 0.0%
Value ($000) $205 Shares 5,075 Est. Cost $40.34 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $204 Shares 4,503 Est. Cost $45.02 Unrealized 0.0%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $203 Shares 1,650 Est. Cost $134.99 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $203 Shares 4,902 Est. Cost $38.57 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $201 Shares 4,875 Est. Cost $34.79 Unrealized 0.0%
AGGH SIMPLIFY AGGREGATE BOND ETF 0.0%
Value ($000) $201 Shares 9,699 Est. Cost $20.70 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $180 Shares 13,250 Est. Cost $13.54 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $161 Shares 2,500 Est. Cost $239.55 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $155 Shares 3,900 Est. Cost $44.24 Unrealized 0.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $153 Shares 10,800 Est. Cost $29.84 Unrealized -4.2%
RZLV REZOLVE AI PLC ORD SHS 0.0%
Value ($000) $134 Shares 52,043 Est. Cost $3.77 Unrealized 0.0%
MIND MIND TECHNOLOGY INC COM NEW 0.0%
Value ($000) $106 Shares 12,090 Est. Cost $10.02 Unrealized 0.0%
NFLX NETFLIX INC. COM 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $106.28 Unrealized +1.4%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $77 Shares 100 Est. Cost $619.11 Unrealized +9.6%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $95.39 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $50 Shares 10,012 Est. Cost $5.00 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $44 Shares 200 Est. Cost $217.99 Unrealized +12.0%
CMCT CREATIVE MEDIA & CMNTY TR COM NEW 0.0%
Value ($000) $43 Shares 11,697 Est. Cost $3.71 Unrealized
STRIVE INC CL A COM 0.0%
Value ($000) $39 Shares 52,230 Est. Cost $0.74 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $35 Shares 14,760 Est. Cost $2.96 Unrealized 0.0%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $34 Shares 17,500 Est. Cost $4.14 Unrealized -37.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $31 Shares 1,300 Est. Cost $28.45 Unrealized 0.0%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $29 Shares 400 Est. Cost $104.07 Unrealized -2.6%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $26 Shares 200 Est. Cost $100.23 Unrealized +37.3%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $18 Shares 800 Est. Cost $4.91 Unrealized +564.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $84.08 Unrealized +4.0%
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.87 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 100 Est. Cost $128.14 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $14 Shares 200 Est. Cost $99.05 Unrealized +12.6%
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value ($000) $14 Shares 13,265 Est. Cost $1.23 Unrealized 0.0%
AGL AGILON HEALTH INC COM 0.0%
Value ($000) $13 Shares 19,483 Est. Cost $0.78 Unrealized 0.0%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $70.56 Unrealized +10.9%

Increased Positions (784)

AAPL APPLE INC COM 3.4%
Value ($000) $176,287 (+60.7%) Shares 648,448 (+50.5%) Est. Cost $201.46 Unrealized +33.2%
GOOGL ALPHABET INC CAP STK CL A 1.5%
Value ($000) $76,508 (+64.2%) Shares 244,436 (+27.6%) Est. Cost $183.96 Unrealized +55.2%
SPY SPDR S&P 500 ETF TRUST 1.4%
Value ($000) $70,238 (+48.5%) Shares 103,000 (+45.1%) Est. Cost $11894.82 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.4%
Value ($000) $21,133 (+1279.2%) Shares 76,311 (+1262.9%) Est. Cost $270.09 Unrealized
NVDA NVIDIA CORPORATION COM 3.0%
Value ($000) $154,557 (+14.4%) Shares 828,722 (+14.4%) Est. Cost $121.54 Unrealized +53.1%
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $31,006 (+143.5%) Shares 162,346 (+137.8%) Est. Cost $178.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $43,833 (+69.6%) Shares 139,685 (+31.7%) Est. Cost $183.07 Unrealized +56.4%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $102,859 (+21.0%) Shares 212,685 (+29.6%) Est. Cost $385.48 Unrealized +29.9%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $80,887 (+26.1%) Shares 350,436 (+20.0%) Est. Cost $172.08 Unrealized +33.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $35,235 (+78.4%) Shares 74,445 (+76.5%) Est. Cost $4294.41 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.2%
Value ($000) $62,040 (+31.6%) Shares 192,539 (+28.8%) Est. Cost $224.81 Unrealized +37.7%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $53,009 (+37.8%) Shares 77,735 (+34.6%) Est. Cost $11894.82 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $29,868 (+82.9%) Shares 27,793 (+29.8%) Est. Cost $764.12 Unrealized +25.1%
IVV ISHARES CORE S&P 500 ETF 1.9%
Value ($000) $97,924 (+14.8%) Shares 142,967 (+12.2%) Est. Cost $1178.23 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $15,379 (+434.6%) Shares 191,715 (+422.1%) Est. Cost $75.73 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.3%
Value ($000) $13,038 (+2331.4%) Shares 141,935 (+2226.0%) Est. Cost $90.95 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.9%
Value ($000) $46,313 (+34.9%) Shares 1,005,932 (+35.5%) Est. Cost $61.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $36,840 (+45.6%) Shares 73,291 (+45.6%) Est. Cost $433.07 Unrealized +14.9%
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value ($000) $46,027 (+30.5%) Shares 373,416 (+27.8%) Est. Cost $101.26 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $15,995 (+180.1%) Shares 72,778 (+175.0%) Est. Cost $331.13 Unrealized
MU MICRON TECHNOLOGY INC COM 0.3%
Value ($000) $15,629 (+168.2%) Shares 54,759 (+57.3%) Est. Cost $144.94 Unrealized +58.2%
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $22,961 (+67.4%) Shares 47,065 (+64.6%) Est. Cost $1085.68 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.4%
Value ($000) $20,658 (+74.2%) Shares 23,955 (+87.0%) Est. Cost $863.94 Unrealized +4.8%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $23,314 (+58.0%) Shares 112,655 (+41.6%) Est. Cost $162.91 Unrealized +20.9%
MRK MERCK & CO INC COM 0.3%
Value ($000) $14,842 (+121.1%) Shares 141,002 (+76.3%) Est. Cost $90.16 Unrealized +3.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.3%
Value ($000) $17,560 (+79.6%) Shares 252,955 (+76.1%) Est. Cost $62.82 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $25,138 (+44.0%) Shares 209,167 (+42.4%) Est. Cost $136.60 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.2%
Value ($000) $10,958 (+217.9%) Shares 217,758 (+217.6%) Est. Cost $50.31 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $47,785 (+17.9%) Shares 138,066 (+12.4%) Est. Cost $215.61 Unrealized +65.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $32,298 (+28.6%) Shares 96,334 (+25.9%) Est. Cost $525.66 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $22,914 (+45.1%) Shares 37,300 (+41.8%) Est. Cost $9107.07 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $21,984 (+47.4%) Shares 104,517 (+42.7%) Est. Cost $1826.34 Unrealized
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 0.4%
Value ($000) $18,260 (+62.4%) Shares 263,371 (+60.3%) Est. Cost $62.12 Unrealized
WMT WALMART INC COM 0.6%
Value ($000) $29,323 (+26.8%) Shares 263,197 (+17.3%) Est. Cost $71.13 Unrealized +50.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $11,653 (+112.8%) Shares 47,338 (+109.2%) Est. Cost $3443.03 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $10,528 (+137.3%) Shares 109,628 (+130.8%) Est. Cost $2528.32 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $12,239 (+94.0%) Shares 56,371 (+92.8%) Est. Cost $191.52 Unrealized +7.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $12,201 (+94.2%) Shares 226,954 (+95.7%) Est. Cost $540.97 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value ($000) $19,132 (+44.6%) Shares 111,766 (+13.1%) Est. Cost $98.78 Unrealized +57.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $8,961 (+183.7%) Shares 78,797 (+175.9%) Est. Cost $108.71 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $14,069 (+67.2%) Shares 157,268 (+63.2%) Est. Cost $81.18 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $7,346 (+319.0%) Shares 55,822 (+313.1%) Est. Cost $129.23 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $5,945 (+717.6%) Shares 61,362 (+709.2%) Est. Cost $4610.60 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.0%
Value ($000) $49,119 (+11.2%) Shares 79,958 (+8.7%) Est. Cost $9107.07 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $12,267 (+66.1%) Shares 162,612 (+61.7%) Est. Cost $65.83 Unrealized
AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 0.7%
Value ($000) $38,129 (+14.5%) Shares 3,435,040 (+15.5%) Est. Cost $11.08 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $20,235 (+31.2%) Shares 57,697 (+27.7%) Est. Cost $303.52 Unrealized +12.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $5,185 (+1170.4%) Shares 50,570 (+1138.2%) Est. Cost $101.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $15,689 (+41.9%) Shares 290,861 (+18.6%) Est. Cost $47.89 Unrealized -0.8%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $4,834 (+1345.2%) Shares 28,782 (+1315.7%) Est. Cost $165.35 Unrealized
CARY ANGEL OAK INCOME ETF 1.3%
Value ($000) $65,262 (+7.4%) Shares 3,133,739 (+7.8%) Est. Cost $20.54 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $13,670 (+47.4%) Shares 170,278 (+38.6%) Est. Cost $72.91 Unrealized +13.2%
MFSV MFS ACTIVE VALUE ETF 0.4%
Value ($000) $18,679 (+30.3%) Shares 703,811 (+28.4%) Est. Cost $26.22 Unrealized
RTX RTX CORPORATION COM 0.3%
Value ($000) $14,329 (+43.3%) Shares 78,128 (+30.8%) Est. Cost $127.30 Unrealized +36.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $15,576 (+38.3%) Shares 68,172 (+40.1%) Est. Cost $169.54 Unrealized +34.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $9,676 (+77.1%) Shares 20,133 (+70.9%) Est. Cost $449.09 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $24,916 (+19.6%) Shares 207,050 (+12.0%) Est. Cost $98.70 Unrealized +17.0%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $29,247 (+16.1%) Shares 46,637 (+13.4%) Est. Cost $1190.17 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $8,464 (+90.3%) Shares 39,522 (+43.7%) Est. Cost $153.36 Unrealized +46.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $4,059 (+4585.7%) Shares 522,374 (+3590.6%) Est. Cost $8.08 Unrealized +1.9%
PFE PFIZER INC COM 0.2%
Value ($000) $9,479 (+71.7%) Shares 380,670 (+75.7%) Est. Cost $26.61 Unrealized -5.9%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $15,125 (+35.2%) Shares 196,353 (+20.1%) Est. Cost $54.42 Unrealized +35.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $36,799 (+11.9%) Shares 192,103 (+10.8%) Est. Cost $4056.97 Unrealized
NFLX NETFLIX INC. COM 0.3%
Value ($000) $14,852 (+35.0%) Shares 158,400 (+1625.9%) Est. Cost $106.28 Unrealized +1.4%
ALAI ALGER AI ENABLERS & ADOPTERS ETF 0.6%
Value ($000) $30,708 (+14.2%) Shares 850,396 (+18.6%) Est. Cost $33.02 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.1%
Value ($000) $5,006 (+301.2%) Shares 36,151 (+291.8%) Est. Cost $133.11 Unrealized
PWV INVESCO LARGE CAP VALUE ETF 0.2%
Value ($000) $10,682 (+53.8%) Shares 160,577 (+50.7%) Est. Cost $125.24 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.6%
Value ($000) $29,889 (+13.8%) Shares 757,654 (+5.4%) Est. Cost $31.04 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $14,334 (+33.6%) Shares 83,800 (+29.9%) Est. Cost $154.06 Unrealized +10.9%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $9,124 (+65.1%) Shares 33,896 (+71.7%) Est. Cost $20004.58 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $16,663 (+26.9%) Shares 116,273 (+36.1%) Est. Cost $150.12 Unrealized -2.0%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.1%
Value ($000) $3,999 (+724.3%) Shares 50,075 (+705.6%) Est. Cost $811.52 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $8,685 (+64.4%) Shares 41,008 (+62.0%) Est. Cost $209.99 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $22,697 (+16.9%) Shares 148,923 (+19.1%) Est. Cost $142.33 Unrealized +6.4%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.1%
Value ($000) $3,561 (+1137.2%) Shares 79,122 (+1149.4%) Est. Cost $45.05 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $11,744 (+37.8%) Shares 20,736 (+8.9%) Est. Cost $471.01 Unrealized +13.0%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $15,879 (+25.4%) Shares 74,876 (+22.1%) Est. Cost $195.48 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $13,474 (+30.6%) Shares 23,519 (+8.8%) Est. Cost $326.24 Unrealized +70.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $11,322 (+36.5%) Shares 15 (+36.4%) Est. Cost $663316.06 Unrealized +12.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $18,501 (+19.3%) Shares 280,311 (+17.9%) Est. Cost $71.20 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $8,274 (-25.7%) Shares 42,451 (+7.2%) Est. Cost $146.89 Unrealized +62.1%
TSLA TESLA INC COM 0.3%
Value ($000) $14,960 (+23.2%) Shares 33,265 (+21.8%) Est. Cost $299.22 Unrealized +48.1%
FDVV FIDELITY HIGH DIVIDEND ETF 0.6%
Value ($000) $33,475 (+9.1%) Shares 590,498 (+7.2%) Est. Cost $51.53 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $4,234 (+187.8%) Shares 23,366 (+180.8%) Est. Cost $4037.99 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.1%
Value ($000) $5,600 (+95.6%) Shares 92,086 (+90.4%) Est. Cost $55.25 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $11,902 (+28.7%) Shares 101,994 (+11.9%) Est. Cost $71.84 Unrealized +44.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $8,784 (+43.0%) Shares 26,837 (+23.3%) Est. Cost $281.75 Unrealized +12.1%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $6,092 (+76.5%) Shares 43,775 (+77.6%) Est. Cost $188.27 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $4,938 (+114.8%) Shares 34,984 (+115.3%) Est. Cost $10207.90 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $14,108 (+22.5%) Shares 201,797 (+16.2%) Est. Cost $60.18 Unrealized +15.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $3,401 (+291.4%) Shares 5,637 (+286.6%) Est. Cost $61870.72 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $3,924 (+180.9%) Shares 42,683 (+134.5%) Est. Cost $84.84 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.6%
Value ($000) $29,455 (+9.1%) Shares 205,231 (+7.1%) Est. Cost $154.77 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $11,131 (+28.1%) Shares 19,498 (+27.6%) Est. Cost $437.33 Unrealized +27.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $7,966 (+43.6%) Shares 111,549 (+36.4%) Est. Cost $61.42 Unrealized
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $5,266 (+80.7%) Shares 107,379 (+59.0%) Est. Cost $33.39 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.2%
Value ($000) $11,035 (+27.0%) Shares 240,931 (+1.8%) Est. Cost $29.26 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $12,212 (+22.8%) Shares 222,038 (+15.2%) Est. Cost $40.19 Unrealized +31.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $4,519 (+98.5%) Shares 20,566 (+99.5%) Est. Cost $186.70 Unrealized +13.8%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $4,601 (+94.1%) Shares 17,835 (+91.3%) Est. Cost $739.02 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $4,047 (+122.4%) Shares 79,544 (+142.5%) Est. Cost $67.15 Unrealized
JPIE JPMORGAN INCOME ETF 0.3%
Value ($000) $13,881 (+18.8%) Shares 299,860 (+19.1%) Est. Cost $46.33 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $11,170 (+24.5%) Shares 37,710 (+18.6%) Est. Cost $201.36 Unrealized +48.4%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $8,897 (+32.8%) Shares 109,604 (+19.0%) Est. Cost $66.00 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $15,851 (+16.0%) Shares 59,836 (+3.8%) Est. Cost $247.41 Unrealized +0.3%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $4,215 (+105.1%) Shares 11,931 (+91.0%) Est. Cost $312.25 Unrealized +16.3%
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.0%
Value ($000) $2,519 (+523.5%) Shares 100,344 (+523.6%) Est. Cost $25.08 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $3,009 (+233.7%) Shares 9,317 (+230.6%) Est. Cost $8839.85 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $6,617 (+46.4%) Shares 25,748 (+16.6%) Est. Cost $177.21 Unrealized +35.1%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $5,736 (+56.5%) Shares 74,574 (+75.6%) Est. Cost $69.77 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $7,421 (+38.1%) Shares 20,060 (+24.0%) Est. Cost $278.51 Unrealized +28.2%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.3%
Value ($000) $14,027 (+16.9%) Shares 255,781 (+14.4%) Est. Cost $50.90 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.2%
Value ($000) $9,017 (+28.9%) Shares 158,396 (+26.5%) Est. Cost $56.09 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $9,642 (+26.5%) Shares 10,969 (+14.6%) Est. Cost $530.86 Unrealized +53.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $2,939 (+212.6%) Shares 127,643 (+213.9%) Est. Cost $22.99 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $2,991 (+200.5%) Shares 18,470 (+212.6%) Est. Cost $162.42 Unrealized -3.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $13,059 (+17.5%) Shares 209,043 (+12.7%) Est. Cost $65.29 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value ($000) $11,620 (+20.0%) Shares 75,067 (+7.9%) Est. Cost $409.70 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $5,745 (+50.8%) Shares 23,702 (+32.3%) Est. Cost $191.56 Unrealized +16.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $2,238 (+499.7%) Shares 12,000 (+500.0%) Est. Cost $121.54 Unrealized +53.1%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value ($000) $4,496 (+68.4%) Shares 85,196 (+69.9%) Est. Cost $52.76 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $10,037 (+21.6%) Shares 32,839 (+20.9%) Est. Cost $275.58 Unrealized +10.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $6,114 (+41.1%) Shares 48,799 (+50.9%) Est. Cost $120.97 Unrealized +5.2%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $2,063 (+631.7%) Shares 73,636 (+566.4%) Est. Cost $27.77 Unrealized -1.9%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $4,516 (+64.8%) Shares 84,624 (+49.3%) Est. Cost $42.87 Unrealized +13.7%
UNP UNION PAC CORP COM 0.2%
Value ($000) $9,204 (+23.3%) Shares 39,789 (+26.0%) Est. Cost $224.17 Unrealized +1.4%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $5,328 (+47.6%) Shares 33,894 (+8.1%) Est. Cost $104.67 Unrealized +24.4%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.4%
Value ($000) $19,599 (+9.6%) Shares 136,134 (+114.6%) Est. Cost $992.87 Unrealized
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.0%
Value ($000) $2,001 (+510.5%) Shares 72,711 (+497.7%) Est. Cost $27.26 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $2,811 (+144.3%) Shares 27,457 (+144.9%) Est. Cost $101.18 Unrealized +1.0%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.2%
Value ($000) $10,583 (+18.2%) Shares 278,270 (+17.4%) Est. Cost $33.76 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.2%
Value ($000) $9,709 (+18.8%) Shares 254,764 (+13.3%) Est. Cost $32.53 Unrealized
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 0.2%
Value ($000) $8,576 (+20.9%) Shares 169,312 (+21.3%) Est. Cost $50.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $12,979 (+12.7%) Shares 42,709 (+3.6%) Est. Cost $184.47 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $2,761 (+112.2%) Shares 50,465 (+107.2%) Est. Cost $50.58 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $3,662 (+66.2%) Shares 83,919 (+60.1%) Est. Cost $42.63 Unrealized
SLB SLB LIMITED COM STK 0.1%
Value ($000) $5,869 (+32.9%) Shares 152,922 (+19.1%) Est. Cost $37.48 Unrealized -3.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $4,059 (+55.4%) Shares 68,180 (+51.9%) Est. Cost $54.81 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $1,804 (+404.3%) Shares 104,587 (+374.5%) Est. Cost $17.35 Unrealized -6.3%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $10,304 (+16.2%) Shares 76,249 (+6.4%) Est. Cost $73.60 Unrealized +81.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1,666 (+570.5%) Shares 18,918 (+562.4%) Est. Cost $85.77 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $3,644 (+62.7%) Shares 49,537 (+57.8%) Est. Cost $68.84 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.2%
Value ($000) $7,960 (+21.3%) Shares 336,288 (+22.7%) Est. Cost $23.78 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $12,033 (+13.1%) Shares 147,261 (+35.6%) Est. Cost $78.41 Unrealized +14.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $2,509 (+123.2%) Shares 3,251 (+62.5%) Est. Cost $619.11 Unrealized +9.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $2,353 (+139.9%) Shares 13,267 (+136.2%) Est. Cost $167.56 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $2,542 (+116.8%) Shares 73,359 (+113.8%) Est. Cost $31.11 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $8,942 (+18.1%) Shares 77,030 (+10.8%) Est. Cost $82.96 Unrealized +33.2%
HD HOME DEPOT INC COM 0.4%
Value ($000) $18,238 (-6.7%) Shares 53,004 (+9.8%) Est. Cost $337.65 Unrealized +8.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,601 (+101.7%) Shares 27,050 (+102.3%) Est. Cost $95.05 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.2%
Value ($000) $12,056 (+12.2%) Shares 220,121 (+10.4%) Est. Cost $225.24 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $11,300 (+13.0%) Shares 277,436 (+21.9%) Est. Cost $39.38 Unrealized +2.8%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $3,708 (+52.8%) Shares 4,219 (+31.8%) Est. Cost $644.96 Unrealized +26.8%
STT STATE STR CORP COM 0.1%
Value ($000) $6,622 (+23.9%) Shares 51,328 (+11.4%) Est. Cost $95.31 Unrealized +24.8%
META META PLATFORMS INC CL A 0.7%
Value ($000) $36,553 (+3.6%) Shares 55,376 (+15.2%) Est. Cost $462.02 Unrealized +44.4%
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $2,029 (+158.9%) Shares 37,014 (+149.7%) Est. Cost $51.97 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $4,753 (+34.7%) Shares 26,772 (+20.6%) Est. Cost $121.64 Unrealized +36.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $4,844 (+33.7%) Shares 8,360 (+12.0%) Est. Cost $484.45 Unrealized +16.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $5,299 (+29.4%) Shares 15,739 (+31.1%) Est. Cost $250.75 Unrealized +35.9%
WELL WELLTOWER INC COM 0.1%
Value ($000) $4,718 (+33.4%) Shares 25,418 (+28.0%) Est. Cost $141.20 Unrealized +32.1%
CSX CSX CORP COM 0.1%
Value ($000) $3,212 (+56.9%) Shares 88,599 (+53.7%) Est. Cost $32.32 Unrealized +10.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $4,810 (+31.6%) Shares 51,611 (+18.3%) Est. Cost $64.99 Unrealized +33.3%
BUFR FT VEST LADDERED BUFFER ETF 0.1%
Value ($000) $7,140 (+18.5%) Shares 208,404 (+15.6%) Est. Cost $27.85 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $1,411 (+362.9%) Shares 3,581 (+365.7%) Est. Cost $371.46 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $11,329 (+10.6%) Shares 39,035 (+11.9%) Est. Cost $276.59 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $1,485 (+240.4%) Shares 40,594 (+228.3%) Est. Cost $36.18 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $8,621 (+13.8%) Shares 55,932 (+26.1%) Est. Cost $133.75 Unrealized +13.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $2,245 (+86.6%) Shares 26,029 (+83.5%) Est. Cost $81.71 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $1,573 (+193.5%) Shares 24,567 (+192.6%) Est. Cost $62.09 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $2,460 (+72.7%) Shares 25,557 (+73.2%) Est. Cost $92.77 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $3,516 (+41.7%) Shares 133,522 (+40.3%) Est. Cost $27.69 Unrealized -5.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $9,760 (+11.8%) Shares 145,197 (+9.6%) Est. Cost $283.96 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $4,881 (+26.3%) Shares 9,341 (+17.7%) Est. Cost $483.56 Unrealized +2.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $8,515 (+13.5%) Shares 39,664 (+10.6%) Est. Cost $146.59 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $3,721 (+37.2%) Shares 87,165 (+180.2%) Est. Cost $3107.41 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1,879 (+112.5%) Shares 9,040 (+82.0%) Est. Cost $246.67 Unrealized -26.6%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $7,941 (+14.1%) Shares 89,741 (+17.9%) Est. Cost $89.34 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value ($000) $4,275 (+29.7%) Shares 14,884 (+17.1%) Est. Cost $252.21 Unrealized +7.9%
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $1,344 (+264.6%) Shares 32,161 (+258.3%) Est. Cost $40.06 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $7,081 (+15.9%) Shares 123,712 (+15.7%) Est. Cost $56.62 Unrealized
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $8,838 (+12.4%) Shares 159,033 (+6.5%) Est. Cost $46.88 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $4,378 (+28.3%) Shares 24,305 (+8.5%) Est. Cost $125.66 Unrealized +32.6%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $5,925 (+19.2%) Shares 476,671 (+22.5%) Est. Cost $12.98 Unrealized -4.8%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $2,654 (+56.1%) Shares 11,594 (+35.2%) Est. Cost $205.13 Unrealized +7.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1,800 (+111.2%) Shares 21,261 (+106.1%) Est. Cost $76.75 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $4,610 (+25.6%) Shares 32,120 (+22.9%) Est. Cost $147.07 Unrealized -0.8%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $7,641 (+13.9%) Shares 24,807 (+11.3%) Est. Cost $194.44 Unrealized +54.7%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $1,278 (+264.7%) Shares 29,104 (+257.9%) Est. Cost $43.69 Unrealized
FMAG FIDELITY MAGELLAN ETF 0.1%
Value ($000) $6,592 (+16.1%) Shares 193,151 (+19.8%) Est. Cost $30.70 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $1,909 (+91.1%) Shares 2,800 (+86.7%) Est. Cost $11894.82 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $6,503 (+16.2%) Shares 42,333 (+9.4%) Est. Cost $99.03 Unrealized +49.2%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $1,154 (+368.8%) Shares 26,595 (+354.1%) Est. Cost $42.17 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $1,172 (+337.5%) Shares 23,658 (+323.1%) Est. Cost $47.74 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1,798 (+96.6%) Shares 3,965 (+69.9%) Est. Cost $450.67 Unrealized -4.4%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $10,660 (+8.7%) Shares 110,970 (+7.8%) Est. Cost $83.42 Unrealized +16.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2,510 (+51.2%) Shares 24,883 (+86.4%) Est. Cost $118.38 Unrealized -8.4%
RY ROYAL BK CDA COM 0.1%
Value ($000) $3,473 (+32.4%) Shares 20,372 (+14.4%) Est. Cost $109.42 Unrealized +40.3%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $5,399 (+18.2%) Shares 92,896 (+17.0%) Est. Cost $55.51 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $11,023 (+7.9%) Shares 59,844 (+19.3%) Est. Cost $186.55 Unrealized +8.1%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $3,597 (+28.6%) Shares 28,175 (+15.4%) Est. Cost $109.29 Unrealized +13.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1,929 (+70.4%) Shares 13,674 (+68.7%) Est. Cost $7862.03 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1,140 (-41.1%) Shares 28,360 (+14.2%) Est. Cost $31.07 Unrealized +20.3%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $1,450 (+120.4%) Shares 24,302 (+127.6%) Est. Cost $57.42 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $7,007 (+12.6%) Shares 116,566 (+18.7%) Est. Cost $55.53 Unrealized +8.2%
HRTG HERITAGE INSURANCE HLDGS INC COM 0.1%
Value ($000) $4,016 (+24.3%) Shares 137,266 (+7.0%) Est. Cost $13.96 Unrealized +93.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $3,723 (+26.5%) Shares 13,518 (+8.5%) Est. Cost $112.34 Unrealized +130.5%
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $2,108 (+58.7%) Shares 89,150 (+5.4%) Est. Cost $12.62 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $1,843 (+72.8%) Shares 10,923 (+47.9%) Est. Cost $9676.51 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $3,058 (+33.9%) Shares 14,880 (+2.3%) Est. Cost $142.21 Unrealized +32.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $3,795 (-16.8%) Shares 25,890 (+1.4%) Est. Cost $128.14 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.2%
Value ($000) $9,149 (+9.1%) Shares 131,599 (+7.7%) Est. Cost $64.78 Unrealized
COR CENCORA INC COM 0.1%
Value ($000) $6,021 (+14.3%) Shares 17,828 (+5.8%) Est. Cost $262.96 Unrealized +29.5%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1,344 (+127.2%) Shares 30,013 (+132.5%) Est. Cost $43.01 Unrealized +6.3%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $4,804 (+18.3%) Shares 34,843 (+10.1%) Est. Cost $114.69 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $4,934 (+17.6%) Shares 106,015 (+18.1%) Est. Cost $45.70 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $963 (+318.9%) Shares 8,730 (+324.4%) Est. Cost $108.51 Unrealized +1.2%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $15,340 (+4.9%) Shares 220,814 (+1.5%) Est. Cost $553.87 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $2,482 (+40.1%) Shares 69,771 (+35.3%) Est. Cost $35.40 Unrealized
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.1%
Value ($000) $4,297 (+19.6%) Shares 122,039 (+23.3%) Est. Cost $32.92 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $2,359 (+42.1%) Shares 7,558 (+28.5%) Est. Cost $270.82 Unrealized +8.0%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $5,726 (+13.8%) Shares 8,762 (+7.1%) Est. Cost $413.16 Unrealized +47.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $8,937 (-7.1%) Shares 154,997 (+6.4%) Est. Cost $45.83 Unrealized +29.5%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $3,321 (+25.9%) Shares 67,518 (+27.5%) Est. Cost $4410.58 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $2,062 (+49.1%) Shares 7,138 (+21.7%) Est. Cost $253.28 Unrealized +3.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $9,430 (+7.7%) Shares 343,793 (+7.2%) Est. Cost $48.86 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $1,496 (+81.3%) Shares 4,240 (+83.2%) Est. Cost $363.64 Unrealized -4.0%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $8,986 (+8.1%) Shares 200,993 (+115.9%) Est. Cost $242.49 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $1,979 (+50.2%) Shares 30,392 (+35.4%) Est. Cost $5120.05 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $1,867 (+54.6%) Shares 76,345 (+53.5%) Est. Cost $23.75 Unrealized +1.6%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $8,491 (+8.4%) Shares 52,935 (+9.6%) Est. Cost $123.38 Unrealized +24.5%
JAVA JPMORGAN ACTIVE VALUE ETF 0.1%
Value ($000) $4,393 (+17.5%) Shares 61,255 (+13.0%) Est. Cost $63.59 Unrealized
VG VENTURE GLOBAL INC COM CL A 0.0%
Value ($000) $1,218 (+115.0%) Shares 178,542 (+347.3%) Est. Cost $9.44 Unrealized -12.0%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $6,810 (+10.6%) Shares 68,164 (+5.6%) Est. Cost $77.00 Unrealized +23.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $3,854 (+20.3%) Shares 28,147 (+25.1%) Est. Cost $3560.89 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $1,787 (+55.6%) Shares 11,887 (+48.1%) Est. Cost $166.48 Unrealized -11.7%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $5,722 (+12.4%) Shares 46,620 (+1.6%) Est. Cost $85.10 Unrealized +42.1%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $3,404 (-15.6%) Shares 44,837 (+1.6%) Est. Cost $22.97 Unrealized +256.4%
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.0%
Value ($000) $1,556 (+67.5%) Shares 37,463 (+63.6%) Est. Cost $38.96 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $3,257 (+23.2%) Shares 12,011 (+11.6%) Est. Cost $216.60 Unrealized +15.7%
WAB WABTEC COM 0.1%
Value ($000) $3,950 (+18.2%) Shares 18,507 (+11.0%) Est. Cost $194.42 Unrealized +5.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $2,415 (+33.6%) Shares 28,414 (+32.2%) Est. Cost $84.08 Unrealized +4.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $1,131 (+114.6%) Shares 12,987 (+124.1%) Est. Cost $82.85 Unrealized +4.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1,804 (+49.8%) Shares 6,221 (+44.2%) Est. Cost $256.51 Unrealized +9.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $2,420 (+32.7%) Shares 2,262 (+20.1%) Est. Cost $862.80 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $993 (+150.0%) Shares 493 (+190.0%) Est. Cost $2110.90 Unrealized -0.5%
QSR RESTAURANT BRANDS INTL INC COM 0.1%
Value ($000) $3,666 (+18.9%) Shares 53,732 (+11.8%) Est. Cost $65.45 Unrealized +5.3%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $4,268 (+15.8%) Shares 44,760 (+18.6%) Est. Cost $101.38 Unrealized -3.3%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $1,310 (+80.1%) Shares 7,729 (+79.0%) Est. Cost $150.52 Unrealized +11.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $2,003 (+40.3%) Shares 13,445 (+37.1%) Est. Cost $132.76 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.1%
Value ($000) $4,292 (+15.3%) Shares 104,477 (+3.3%) Est. Cost $30.32 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $1,008 (+127.2%) Shares 55,332 (+127.4%) Est. Cost $18.04 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,191 (+89.7%) Shares 11,716 (+92.2%) Est. Cost $102.33 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $5,686 (-9.0%) Shares 37,120 (+446.6%) Est. Cost $170.86 Unrealized +0.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $2,392 (+30.7%) Shares 47,274 (+31.1%) Est. Cost $50.50 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $6,047 (+10.1%) Shares 141,052 (+11.2%) Est. Cost $42.49 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $1,714 (-24.2%) Shares 23,936 (+44.9%) Est. Cost $104.07 Unrealized -2.6%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $1,988 (+37.1%) Shares 42,246 (+22.4%) Est. Cost $31.32 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $3,974 (+15.6%) Shares 89,626 (+13.2%) Est. Cost $3276.91 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.2%
Value ($000) $8,330 (+6.7%) Shares 628,652 (+8.2%) Est. Cost $13.53 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $2,972 (+21.5%) Shares 23,600 (+21.4%) Est. Cost $119.75 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $791 (+194.9%) Shares 4,273 (+202.0%) Est. Cost $182.59 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $2,219 (+30.7%) Shares 24,264 (+28.0%) Est. Cost $89.98 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $4,620 (+12.5%) Shares 40,065 (+9.7%) Est. Cost $87.43 Unrealized +34.6%
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.0%
Value ($000) $1,948 (+35.4%) Shares 79,189 (+33.0%) Est. Cost $24.20 Unrealized
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $1,727 (-22.6%) Shares 27,937 (+3.9%) Est. Cost $66.51 Unrealized +17.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $1,573 (+46.1%) Shares 7,673 (+39.8%) Est. Cost $182.49 Unrealized +9.0%
NKE NIKE INC CL B 0.1%
Value ($000) $3,740 (+15.1%) Shares 58,709 (+26.0%) Est. Cost $79.55 Unrealized -18.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $7,084 (+7.4%) Shares 15,113 (+12.4%) Est. Cost $318.05 Unrealized +60.1%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $3,160 (+18.3%) Shares 2,601 (+5.0%) Est. Cost $748.59 Unrealized +56.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2,036 (+31.1%) Shares 12,510 (+37.1%) Est. Cost $146.00 Unrealized +15.6%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $4,664 (+11.5%) Shares 22,971 (+31.4%) Est. Cost $216.53 Unrealized -2.4%
ICLR ICON PLC SHS 0.1%
Value ($000) $2,898 (+19.7%) Shares 15,904 (+15.0%) Est. Cost $185.99 Unrealized -4.3%
VST VISTRA CORP COM 0.0%
Value ($000) $1,041 (+84.3%) Shares 6,454 (+123.9%) Est. Cost $146.99 Unrealized +23.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $2,423 (+24.3%) Shares 20,238 (+14.2%) Est. Cost $98.26 Unrealized +16.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $1,031 (+83.4%) Shares 39,315 (+79.8%) Est. Cost $29.48 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $992 (+89.3%) Shares 7,289 (+86.4%) Est. Cost $135.24 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $3,465 (+15.0%) Shares 38,494 (+8.2%) Est. Cost $80.48 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $4,327 (+11.5%) Shares 118,115 (+6.7%) Est. Cost $37.43 Unrealized -7.2%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $11,331 (+4.1%) Shares 295,689 (+3.2%) Est. Cost $33.93 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,395 (+44.4%) Shares 25,914 (+67.6%) Est. Cost $61.07 Unrealized -6.6%
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.1%
Value ($000) $3,732 (+12.9%) Shares 114,859 (+8.4%) Est. Cost $29.65 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value ($000) $11,924 (+3.7%) Shares 255,476 (+6.0%) Est. Cost $42.49 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $678 (+164.6%) Shares 10,138 (+170.4%) Est. Cost $68.23 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $1,243 (+49.4%) Shares 8,624 (+32.7%) Est. Cost $127.51 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $2,236 (+22.3%) Shares 21,293 (+30.6%) Est. Cost $117.28 Unrealized -8.6%
MET METLIFE INC COM 0.1%
Value ($000) $7,163 (+6.0%) Shares 90,734 (+10.6%) Est. Cost $65.66 Unrealized +20.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $805 (+98.5%) Shares 4,575 (+58.0%) Est. Cost $150.45 Unrealized +8.6%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $3,130 (+14.4%) Shares 42,598 (+11.4%) Est. Cost $68.24 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $6,923 (+6.0%) Shares 37,622 (+9.6%) Est. Cost $157.71 Unrealized +15.5%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $664 (+141.4%) Shares 9,752 (+137.1%) Est. Cost $69.73 Unrealized -5.5%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $1,773 (+28.1%) Shares 92,624 (+22.1%) Est. Cost $19.38 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $6,194 (+6.6%) Shares 189,887 (+4.3%) Est. Cost $34.13 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $1,418 (+36.9%) Shares 31,897 (+35.2%) Est. Cost $34.61 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $718 (+111.7%) Shares 24,346 (+85.4%) Est. Cost $61.96 Unrealized -56.2%
WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 0.0%
Value ($000) $1,275 (+41.8%) Shares 38,604 (+42.8%) Est. Cost $32.80 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $1,830 (+25.0%) Shares 5,814 (+22.3%) Est. Cost $272.21 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $721 (+102.2%) Shares 3,285 (+107.9%) Est. Cost $217.99 Unrealized +12.0%
CRH CRH PLC ORD 0.0%
Value ($000) $905 (+67.2%) Shares 7,254 (+60.7%) Est. Cost $110.71 Unrealized +7.6%
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $1,146 (+45.8%) Shares 21,818 (+45.2%) Est. Cost $50.99 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $938 (+62.2%) Shares 5,750 (+34.7%) Est. Cost $125.26 Unrealized +19.6%
DE DEERE & CO COM 0.1%
Value ($000) $5,029 (+7.7%) Shares 10,802 (+5.8%) Est. Cost $421.95 Unrealized +10.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $4,836 (+8.0%) Shares 41,256 (+14.0%) Est. Cost $106.17 Unrealized +14.5%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $3,519 (+11.1%) Shares 20,281 (+17.6%) Est. Cost $167.31 Unrealized +2.0%
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.0%
Value ($000) $819 (+73.7%) Shares 25,167 (+66.2%) Est. Cost $27.70 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $2,166 (+18.9%) Shares 15,347 (+19.7%) Est. Cost $124.85 Unrealized
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value ($000) $1,385 (+32.9%) Shares 20,364 (+30.4%) Est. Cost $73.83 Unrealized -11.0%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $658 (+108.2%) Shares 705 (+84.1%) Est. Cost $789.41 Unrealized +16.9%
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $825 (-29.2%) Shares 67,866 (+14.7%) Est. Cost $20.20 Unrealized
OTEX OPEN TEXT CORP COM 0.1%
Value ($000) $2,772 (-10.9%) Shares 85,071 (+2.3%) Est. Cost $30.99 Unrealized +14.3%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $626 (+116.5%) Shares 18,932 (+109.8%) Est. Cost $30.04 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $1,741 (+23.8%) Shares 6,049 (+11.7%) Est. Cost $38087.20 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $2,381 (+16.4%) Shares 6,376 (+13.9%) Est. Cost $321.34 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $577 (+137.8%) Shares 7,115 (+306.6%) Est. Cost $110.63 Unrealized -4.0%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.1%
Value ($000) $6,864 (+5.0%) Shares 69,808 (+3.3%) Est. Cost $72.41 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1,099 (-22.7%) Shares 27,967 (+20.7%) Est. Cost $50.61 Unrealized -1.6%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $4,564 (+7.6%) Shares 29,420 (+7.0%) Est. Cost $132.26 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $886 (+56.7%) Shares 2,942 (+41.0%) Est. Cost $798.72 Unrealized
HFSI HARTFORD STRATEGIC INCOME ETF 0.0%
Value ($000) $611 (+110.3%) Shares 17,217 (+110.8%) Est. Cost $35.52 Unrealized
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.1%
Value ($000) $3,948 (+8.6%) Shares 77,145 (+4.4%) Est. Cost $44.75 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $655 (+89.8%) Shares 13,611 (+83.1%) Est. Cost $45.80 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $660 (+88.3%) Shares 6,606 (+88.9%) Est. Cost $100.10 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $643 (+92.4%) Shares 7,748 (+136.4%) Est. Cost $92.87 Unrealized -0.1%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $11,910 (+2.7%) Shares 130,330 (+3.1%) Est. Cost $91.73 Unrealized
UDIV FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF 0.1%
Value ($000) $3,056 (+11.2%) Shares 57,496 (+9.6%) Est. Cost $46.07 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $2,242 (+15.9%) Shares 26,619 (+16.4%) Est. Cost $86.49 Unrealized -2.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $2,554 (-10.7%) Shares 8,020 (+4.9%) Est. Cost $310.71 Unrealized +14.1%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $513 (+143.4%) Shares 1,144 (+111.9%) Est. Cost $407.34 Unrealized +4.0%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $723 (+70.2%) Shares 27,099 (+71.2%) Est. Cost $26.77 Unrealized
TRFK PACER DATA AND DIGITAL REVOLUTION ETF 0.0%
Value ($000) $540 (+119.0%) Shares 8,437 (+128.8%) Est. Cost $65.31 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,761 (-14.3%) Shares 10,828 (+1.6%) Est. Cost $120.79 Unrealized +54.3%
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value ($000) $2,547 (+13.0%) Shares 17,921 (+12.2%) Est. Cost $10074.45 Unrealized
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $606 (+92.3%) Shares 17,702 (+75.8%) Est. Cost $32.55 Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $6,925 (+4.4%) Shares 99,299 (+7.7%) Est. Cost $59.74 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1,494 (+24.1%) Shares 4,816 (+4.2%) Est. Cost $233.18 Unrealized +22.4%
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $527 (+122.3%) Shares 31,133 (+123.3%) Est. Cost $17.87 Unrealized -2.8%
CME CME GROUP INC COM 0.0%
Value ($000) $1,311 (+28.2%) Shares 4,802 (+26.9%) Est. Cost $239.62 Unrealized +13.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $555 (-34.0%) Shares 39,194 (+67.7%) Est. Cost $29.84 Unrealized -4.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $3,136 (+10.0%) Shares 11,393 (+15.3%) Est. Cost $299.25 Unrealized -6.7%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $992 (+40.1%) Shares 16,679 (+26.9%) Est. Cost $34.64 Unrealized +90.7%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $1,736 (+19.5%) Shares 35,831 (+16.4%) Est. Cost $52.46 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $2,659 (+11.7%) Shares 82,943 (+9.0%) Est. Cost $30.78 Unrealized
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $5,003 (-5.3%) Shares 15,713 (+2.7%) Est. Cost $199.88 Unrealized +76.9%
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $928 (+42.6%) Shares 25,890 (+38.7%) Est. Cost $28.77 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $999 (+38.2%) Shares 27,566 (+35.2%) Est. Cost $32.55 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $2,029 (+15.7%) Shares 62,302 (+12.0%) Est. Cost $27.30 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1,023 (+35.8%) Shares 15,715 (+12.2%) Est. Cost $44.97 Unrealized +36.1%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $573 (-31.9%) Shares 19,590 (+11.5%) Est. Cost $41.28 Unrealized -0.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $1,396 (+23.7%) Shares 3,275 (+37.8%) Est. Cost $421.77 Unrealized +1.3%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $2,678 (+11.1%) Shares 86,496 (+13.4%) Est. Cost $31.56 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2,264 (+13.4%) Shares 6,443 (+19.2%) Est. Cost $362.03 Unrealized +0.4%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1,760 (+17.7%) Shares 12,161 (+8.4%) Est. Cost $116.13 Unrealized +14.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.6%
Value ($000) $30,054 (-0.9%) Shares 169,080 (+1.7%) Est. Cost $48.27 Unrealized +275.0%
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value ($000) $1,626 (+19.2%) Shares 13,760 (+15.7%) Est. Cost $109.52 Unrealized
ASX ASE INDL HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $575 (+82.4%) Shares 35,734 (+25.6%) Est. Cost $10.51 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1,032 (+33.6%) Shares 42,944 (+36.6%) Est. Cost $22.30 Unrealized +5.1%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $686 (+60.8%) Shares 35,038 (+60.7%) Est. Cost $19.40 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $505 (+105.1%) Shares 10,828 (+98.8%) Est. Cost $52.42 Unrealized -12.7%
MBB ISHARES MBS ETF 0.1%
Value ($000) $3,017 (+9.3%) Shares 31,687 (+9.2%) Est. Cost $92.98 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $772 (+49.3%) Shares 9,004 (+33.0%) Est. Cost $57.28 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $13,444 (-1.8%) Shares 154,170 (+6.7%) Est. Cost $69.77 Unrealized +30.3%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $5,352 (-4.5%) Shares 42,519 (+7.6%) Est. Cost $108.67 Unrealized +29.5%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value ($000) $3,955 (+6.8%) Shares 58,910 (+3.4%) Est. Cost $54.78 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $1,094 (+29.3%) Shares 63,195 (+36.8%) Est. Cost $23.56 Unrealized -25.2%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $1,040 (-19.2%) Shares 4,300 (+5.2%) Est. Cost $176.50 Unrealized +78.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $766 (+47.4%) Shares 13,322 (+53.1%) Est. Cost $51.47 Unrealized +15.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $1,427 (+20.6%) Shares 20,101 (+15.7%) Est. Cost $68.12 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $451 (+116.3%) Shares 25,828 (+102.8%) Est. Cost $19.28 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $10,643 (+2.3%) Shares 43,213 (+8.3%) Est. Cost $227.39 Unrealized +8.9%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $1,418 (+20.5%) Shares 14,398 (+22.4%) Est. Cost $96.63 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $2,293 (+11.7%) Shares 26,192 (+4.7%) Est. Cost $51.91 Unrealized +65.6%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $659 (+57.3%) Shares 33,388 (+57.1%) Est. Cost $19.52 Unrealized
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.1%
Value ($000) $2,678 (+9.7%) Shares 50,865 (+8.4%) Est. Cost $49.50 Unrealized
MARM FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH 0.0%
Value ($000) $490 (+91.6%) Shares 14,832 (+88.9%) Est. Cost $32.16 Unrealized
BAMG BROOKSTONE GROWTH STOCK ETF 0.1%
Value ($000) $2,664 (+9.6%) Shares 66,376 (+4.0%) Est. Cost $33.22 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $5,325 (-4.2%) Shares 23,384 (+3.9%) Est. Cost $224.81 Unrealized -5.5%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $472 (-32.6%) Shares 9,645 (+14.7%) Est. Cost $90.14 Unrealized -35.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $1,677 (+15.7%) Shares 8,059 (+19.3%) Est. Cost $155.25 Unrealized +31.5%
NOV NOV INC COM 0.0%
Value ($000) $1,373 (+19.8%) Shares 87,859 (+1.5%) Est. Cost $12.63 Unrealized +17.5%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $1,725 (+15.1%) Shares 44,979 (+3.3%) Est. Cost $28.88 Unrealized +38.5%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $889 (+33.9%) Shares 6,297 (+30.7%) Est. Cost $102.35 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $2,414 (+10.3%) Shares 7,039 (+7.0%) Est. Cost $302.15 Unrealized
RDDT REDDIT INC CL A 0.1%
Value ($000) $2,594 (+9.5%) Shares 11,286 (+9.5%) Est. Cost $168.07 Unrealized +25.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $2,272 (+11.0%) Shares 3,984 (+18.6%) Est. Cost $459.28 Unrealized +26.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $3,105 (+7.8%) Shares 28,991 (+7.2%) Est. Cost $105.58 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $2,502 (+9.6%) Shares 49,474 (+10.1%) Est. Cost $50.83 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $1,123 (+24.0%) Shares 25,974 (+21.7%) Est. Cost $42.61 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $1,117 (+24.0%) Shares 31,033 (+6.4%) Est. Cost $33.95 Unrealized -0.3%
WCC WESCO INTL INC COM 0.0%
Value ($000) $498 (+76.7%) Shares 2,036 (+52.7%) Est. Cost $221.61 Unrealized +10.5%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $1,448 (-13.0%) Shares 12,804 (+10.2%) Est. Cost $45.96 Unrealized +183.0%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $647 (+49.7%) Shares 13,506 (+37.2%) Est. Cost $38.23 Unrealized +13.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $749 (+40.1%) Shares 2,479 (+38.0%) Est. Cost $291.50 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $954 (+28.0%) Shares 11,568 (+24.4%) Est. Cost $80.62 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $1,308 (+18.9%) Shares 14,294 (+9.0%) Est. Cost $58.46 Unrealized +53.8%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $1,179 (+21.1%) Shares 25,156 (+19.7%) Est. Cost $44.47 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $5,254 (+4.0%) Shares 46,184 (+4.7%) Est. Cost $115.60 Unrealized -5.3%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.0%
Value ($000) $425 (+91.8%) Shares 8,165 (+92.6%) Est. Cost $52.17 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1,694 (+13.4%) Shares 56,670 (+19.2%) Est. Cost $34.97 Unrealized -18.4%
TKR TIMKEN CO COM 0.0%
Value ($000) $1,723 (+13.0%) Shares 20,484 (+1.0%) Est. Cost $76.48 Unrealized +4.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $4,847 (+4.3%) Shares 51,775 (+5.4%) Est. Cost $95.72 Unrealized -6.0%
KT KT CORP SPONSORED ADR 0.0%
Value ($000) $396 (+100.0%) Shares 20,853 (+105.6%) Est. Cost $19.23 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $780 (+33.8%) Shares 5,233 (+10.1%) Est. Cost $113.14 Unrealized +19.9%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $564 (-25.6%) Shares 12,443 (+47.1%) Est. Cost $71.67 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $1,065 (+22.0%) Shares 39,590 (+19.5%) Est. Cost $24.36 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $901 (+26.8%) Shares 3,518 (+28.8%) Est. Cost $256.46 Unrealized +1.9%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $432 (+78.0%) Shares 201 (+58.3%) Est. Cost $1938.74 Unrealized +4.5%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $3,673 (+5.4%) Shares 30,760 (+111.5%) Est. Cost $796.36 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $556 (+50.6%) Shares 20,129 (+51.3%) Est. Cost $27.72 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.0%
Value ($000) $1,312 (+16.5%) Shares 61,789 (+16.9%) Est. Cost $21.14 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1,389 (+15.4%) Shares 15,736 (+17.6%) Est. Cost $79.65 Unrealized +13.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $327 (+127.3%) Shares 26,302 (+80.7%) Est. Cost $10.06 Unrealized +6.6%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $2,081 (-7.9%) Shares 3,665 (+16.4%) Est. Cost $565.88 Unrealized +9.7%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $816 (+27.8%) Shares 9,556 (+14.5%) Est. Cost $72.48 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $899 (+24.5%) Shares 31,517 (+19.9%) Est. Cost $27.82 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $1,378 (+14.7%) Shares 20,474 (+24.9%) Est. Cost $59.58 Unrealized +12.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $1,834 (+10.6%) Shares 21,897 (+11.1%) Est. Cost $82.53 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $607 (+40.9%) Shares 2,693 (+18.7%) Est. Cost $165.28 Unrealized +31.6%
T AT&T INC COM 0.1%
Value ($000) $5,203 (+3.5%) Shares 209,460 (+17.6%) Est. Cost $22.20 Unrealized +13.9%
BLK BLACKROCK INC COM 0.2%
Value ($000) $8,458 (+2.1%) Shares 7,902 (+11.2%) Est. Cost $981.01 Unrealized +11.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $695 (+33.4%) Shares 9,358 (+20.1%) Est. Cost $64.73 Unrealized
DGT STATE STREET SPDR GLOBAL DOW ETF 0.0%
Value ($000) $580 (+42.8%) Shares 3,477 (+38.6%) Est. Cost $148.53 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $4,717 (+3.8%) Shares 33,440 (+1.4%) Est. Cost $128.97 Unrealized
QXO QXO INC COM NEW 0.0%
Value ($000) $972 (+21.7%) Shares 50,396 (+20.3%) Est. Cost $18.02 Unrealized +6.3%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $862 (+25.1%) Shares 5,818 (+23.2%) Est. Cost $129.36 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1,274 (+15.7%) Shares 6,885 (+17.3%) Est. Cost $165.42 Unrealized +8.8%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $2,133 (+8.8%) Shares 8,521 (+11.5%) Est. Cost $210.69 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $1,751 (+10.9%) Shares 18,945 (+11.8%) Est. Cost $77.59 Unrealized +21.9%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $1,748 (+10.9%) Shares 38,293 (+3.2%) Est. Cost $34.86 Unrealized +17.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $5,311 (+3.3%) Shares 26,598 (+1.3%) Est. Cost $1777.19 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $404 (+72.7%) Shares 15,366 (+55.2%) Est. Cost $25.76 Unrealized -2.6%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $11,831 (+1.5%) Shares 201,441 (+1.7%) Est. Cost $58.66 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $407 (+71.2%) Shares 5,665 (+166.3%) Est. Cost $99.05 Unrealized +12.6%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $942 (+21.8%) Shares 18,571 (+22.1%) Est. Cost $49.88 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $1,241 (-11.9%) Shares 11,695 (+5.4%) Est. Cost $102.26 Unrealized +13.1%
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $1,673 (+11.2%) Shares 40,862 (+8.9%) Est. Cost $37.52 Unrealized
BAMV BROOKSTONE VALUE STOCK ETF 0.0%
Value ($000) $1,914 (+9.6%) Shares 59,057 (+8.1%) Est. Cost $31.44 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $714 (+30.5%) Shares 6,816 (+9.8%) Est. Cost $66.62 Unrealized +45.3%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $2,734 (+6.5%) Shares 23,260 (+1.4%) Est. Cost $44.85 Unrealized +138.8%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $496 (+49.5%) Shares 5,939 (+27.3%) Est. Cost $72.96 Unrealized +4.6%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $791 (+26.1%) Shares 6,488 (+3.6%) Est. Cost $86.67 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $6,951 (+2.4%) Shares 79,744 (+5.0%) Est. Cost $137.92 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $3,373 (+5.0%) Shares 51,511 (+3.8%) Est. Cost $18198.47 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $1,134 (+16.6%) Shares 10,344 (+11.5%) Est. Cost $79.80 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $856 (+23.2%) Shares 8,297 (+7.9%) Est. Cost $89.07 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $861 (+23.0%) Shares 10,804 (+23.3%) Est. Cost $79.56 Unrealized
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $1,082 (+16.9%) Shares 3,895 (+14.6%) Est. Cost $208.19 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $1,084 (+16.8%) Shares 6,245 (+28.3%) Est. Cost $139.93 Unrealized +30.1%
XTL STATE STREET SPDR S&P TELECOM ETF 0.0%
Value ($000) $773 (+24.4%) Shares 5,044 (+13.6%) Est. Cost $141.51 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $1,419 (+11.8%) Shares 30,185 (+11.6%) Est. Cost $49.03 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $2,390 (+6.7%) Shares 45,611 (+6.4%) Est. Cost $52.29 Unrealized
FIGB FIDELITY INVESTMENT GRADE BOND ETF 0.0%
Value ($000) $356 (+71.8%) Shares 8,197 (+72.1%) Est. Cost $43.47 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $737 (+25.0%) Shares 2,166 (+5.8%) Est. Cost $226.47 Unrealized +36.7%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $830 (+21.3%) Shares 16,432 (+21.2%) Est. Cost $50.75 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $1,196 (+13.8%) Shares 52,868 (+1.2%) Est. Cost $11.97 Unrealized +81.8%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.1%
Value ($000) $2,828 (+5.4%) Shares 107,781 (+3.8%) Est. Cost $25.15 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $1,297 (-9.9%) Shares 5,726 (+8.3%) Est. Cost $249.59 Unrealized -6.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $867 (-13.9%) Shares 6,356 (+5.7%) Est. Cost $152.03 Unrealized +6.1%
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $1,104 (+14.5%) Shares 29,992 (+8.1%) Est. Cost $33.11 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $653 (+26.6%) Shares 29,223 (+14.4%) Est. Cost $19.49 Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value ($000) $401 (+51.9%) Shares 4,326 (+55.4%) Est. Cost $94.06 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $6,227 (+2.2%) Shares 25,209 (+12.9%) Est. Cost $261.11 Unrealized -3.6%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $167 (+418.7%) Shares 1,100 (+1000.0%) Est. Cost $225.97 Unrealized +1.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $3,885 (+3.6%) Shares 31,950 (+4.3%) Est. Cost $113.64 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $1,014 (+15.3%) Shares 7,848 (+12.5%) Est. Cost $98.77 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.1%
Value ($000) $2,723 (+5.1%) Shares 22,824 (+6.6%) Est. Cost $100.78 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1,989 (-6.2%) Shares 15,273 (+1.5%) Est. Cost $132.87 Unrealized +1.6%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $171 (-42.9%) Shares 19,022 (+16.0%) Est. Cost $18.65 Unrealized -20.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $1,553 (+9.0%) Shares 13,636 (+8.9%) Est. Cost $100.82 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $2,839 (+4.7%) Shares 55,816 (+5.2%) Est. Cost $50.68 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $846 (+17.5%) Shares 6,130 (+14.7%) Est. Cost $188.01 Unrealized -27.2%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $723 (-14.8%) Shares 21,221 (+5.1%) Est. Cost $34.87 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $567 (+28.3%) Shares 2,815 (+25.9%) Est. Cost $188.41 Unrealized +0.9%
CION CION INVT CORP COM 0.1%
Value ($000) $3,320 (+3.9%) Shares 343,378 (+1.9%) Est. Cost $6.60 Unrealized +39.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1,537 (+8.8%) Shares 5,323 (+13.2%) Est. Cost $222.62 Unrealized +29.6%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1,294 (-8.8%) Shares 8,130 (+1.6%) Est. Cost $139.07 Unrealized +19.9%
TRU TRANSUNION COM 0.0%
Value ($000) $728 (+20.4%) Shares 8,493 (+17.6%) Est. Cost $89.31 Unrealized -8.1%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $432 (+39.8%) Shares 1,525 (+5.5%) Est. Cost $202.67 Unrealized +21.8%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $750 (+19.6%) Shares 5,263 (+37.1%) Est. Cost $154.16 Unrealized -6.8%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $598 (+25.8%) Shares 14,406 (+24.8%) Est. Cost $36.26 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $429 (+39.6%) Shares 9,750 (+33.2%) Est. Cost $40.78 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $325 (+59.8%) Shares 18,229 (+45.9%) Est. Cost $16.76 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $561 (+27.4%) Shares 5,418 (+21.9%) Est. Cost $90.59 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $695 (+20.9%) Shares 767 (+22.9%) Est. Cost $836.53 Unrealized +14.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $2,150 (+5.9%) Shares 3,453 (+7.2%) Est. Cost $505.09 Unrealized +23.0%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $444 (-21.2%) Shares 13,675 (+37.7%) Est. Cost $45.14 Unrealized -5.1%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.0%
Value ($000) $631 (+23.3%) Shares 27,878 (+23.7%) Est. Cost $22.57 Unrealized
GDIV HARBOR DIVIDEND GROWTH LEADERS ETF 0.0%
Value ($000) $1,901 (+6.7%) Shares 113,980 (+3.7%) Est. Cost $14.64 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $1,513 (+8.5%) Shares 19,429 (+8.8%) Est. Cost $76.87 Unrealized
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $563 (+26.3%) Shares 11,570 (+27.6%) Est. Cost $48.73 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $7,628 (+1.6%) Shares 67,998 (+14.7%) Est. Cost $120.28 Unrealized -3.1%
CVNA CARVANA CO CL A 0.0%
Value ($000) $754 (+18.0%) Shares 1,787 (+5.5%) Est. Cost $254.02 Unrealized +46.3%
NDSN NORDSON CORP COM 0.0%
Value ($000) $347 (+49.3%) Shares 1,443 (+40.9%) Est. Cost $223.46 Unrealized +4.8%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $318 (+54.5%) Shares 6,640 (+59.1%) Est. Cost $8389.07 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $968 (+13.1%) Shares 13,133 (+26.4%) Est. Cost $72.17 Unrealized +4.6%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $324 (+52.0%) Shares 13,892 (+25.5%) Est. Cost $20.08 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $459 (+31.4%) Shares 5,208 (+23.5%) Est. Cost $79.64 Unrealized +5.3%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $1,338 (+8.9%) Shares 105,649 (+5.7%) Est. Cost $12.50 Unrealized
BITF BITFARMS LTD COM 0.0%
Value ($000) $248 (+76.1%) Shares 105,670 (+111.3%) Est. Cost $2.43 Unrealized +40.8%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $411 (-20.7%) Shares 3,221 (+11.1%) Est. Cost $111.07 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $446 (+31.6%) Shares 6,601 (+10.0%) Est. Cost $51.40 Unrealized +18.3%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $519 (+25.4%) Shares 2,282 (+21.0%) Est. Cost $162.83 Unrealized +42.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $3,661 (-2.7%) Shares 12,470 (+1.2%) Est. Cost $222.59 Unrealized +29.6%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $2,605 (-3.8%) Shares 21,187 (+8.5%) Est. Cost $119.31 Unrealized +7.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $949 (+12.0%) Shares 13,482 (+14.7%) Est. Cost $70.37 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $446 (+29.3%) Shares 2,369 (+41.1%) Est. Cost $206.15 Unrealized -8.7%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $327 (-23.6%) Shares 4,106 (+4.3%) Est. Cost $147.02 Unrealized -39.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1,048 (+10.6%) Shares 12,249 (+1.6%) Est. Cost $75.90 Unrealized +5.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $873 (+12.9%) Shares 18,067 (+15.6%) Est. Cost $49.06 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $882 (+12.8%) Shares 6,965 (+6.8%) Est. Cost $109.01 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $489 (+25.3%) Shares 8,860 (+11.2%) Est. Cost $55.69 Unrealized -6.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $801 (+13.9%) Shares 9,764 (+4.3%) Est. Cost $80.77 Unrealized -3.5%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $4,479 (+2.2%) Shares 19,935 (+1.1%) Est. Cost $1539.85 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $406 (+30.9%) Shares 4,891 (+5.7%) Est. Cost $75.76 Unrealized -1.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1,654 (+6.1%) Shares 22,502 (+5.4%) Est. Cost $79.82 Unrealized -11.7%
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $328 (+40.1%) Shares 9,015 (+39.2%) Est. Cost $36.22 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $682 (+15.8%) Shares 8,152 (+10.6%) Est. Cost $78.67 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1,297 (+7.7%) Shares 16,088 (+8.4%) Est. Cost $77.66 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $1,270 (+7.8%) Shares 43,233 (+9.1%) Est. Cost $28.57 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value ($000) $311 (+41.4%) Shares 11,944 (+41.2%) Est. Cost $25.96 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1,074 (+9.2%) Shares 3,851 (+26.7%) Est. Cost $203.83 Unrealized +38.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2,350 (+4.0%) Shares 29,267 (+8.1%) Est. Cost $76.93 Unrealized +5.4%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $504 (+21.7%) Shares 11,023 (+21.7%) Est. Cost $45.28 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $923 (+10.8%) Shares 2,585 (+3.2%) Est. Cost $336.68 Unrealized +5.1%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $322 (+38.6%) Shares 3,580 (+43.5%) Est. Cost $99.06 Unrealized -7.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $1,977 (+4.7%) Shares 7,083 (+10.2%) Est. Cost $242.98 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1,281 (+7.5%) Shares 12,143 (+16.8%) Est. Cost $101.61 Unrealized +8.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $538 (+19.7%) Shares 5,413 (+21.1%) Est. Cost $97.16 Unrealized +1.7%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $487 (+21.9%) Shares 23,647 (+21.7%) Est. Cost $20.33 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $361 (+31.9%) Shares 3,275 (+32.0%) Est. Cost $109.67 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $304 (+40.1%) Shares 5,783 (+40.6%) Est. Cost $52.76 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1,701 (+5.4%) Shares 89,023 (+25.6%) Est. Cost $27.93 Unrealized -28.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $367 (-19.0%) Shares 5,361 (+6.4%) Est. Cost $70.63 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $417 (+25.9%) Shares 8,332 (+29.0%) Est. Cost $50.86 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $939 (+10.0%) Shares 3,711 (+7.5%) Est. Cost $219.35 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $355 (+30.8%) Shares 6,983 (+27.0%) Est. Cost $49.70 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $1,211 (-6.4%) Shares 6,231 (+13.2%) Est. Cost $207.21 Unrealized +1.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $233 (+54.5%) Shares 11,805 (+15.1%) Est. Cost $14.25 Unrealized +11.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $263 (+45.3%) Shares 1,934 (+37.1%) Est. Cost $119.88 Unrealized +19.9%
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value ($000) $482 (+20.5%) Shares 8,941 (+21.3%) Est. Cost $52.73 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $379 (+27.4%) Shares 14,886 (+3.5%) Est. Cost $20.83 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $1,555 (+5.5%) Shares 31,653 (+5.8%) Est. Cost $49.16 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $708 (+12.9%) Shares 1,593 (+10.6%) Est. Cost $345.30 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $428 (+23.2%) Shares 2,528 (+1.4%) Est. Cost $127.26 Unrealized +24.4%
FTBD FIDELITY TACTICAL BOND ETF 0.0%
Value ($000) $312 (+34.8%) Shares 6,299 (+36.2%) Est. Cost $49.37 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1,464 (+5.8%) Shares 33,478 (+4.0%) Est. Cost $42.16 Unrealized
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.0%
Value ($000) $421 (+23.2%) Shares 16,841 (+18.0%) Est. Cost $21.80 Unrealized
COO COOPER COS INC COM 0.0%
Value ($000) $291 (+36.6%) Shares 3,552 (+14.3%) Est. Cost $71.33 Unrealized +4.9%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $1,025 (+8.2%) Shares 20,490 (+5.9%) Est. Cost $49.05 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $2,165 (-3.4%) Shares 8,418 (+10.2%) Est. Cost $246.24 Unrealized +7.5%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $302 (+34.1%) Shares 1,636 (+21.8%) Est. Cost $185.62 Unrealized -9.4%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $3,039 (-2.5%) Shares 65,364 (+5.8%) Est. Cost $60.70 Unrealized -21.8%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $902 (+9.3%) Shares 3,478 (+3.9%) Est. Cost $148.95 Unrealized +73.4%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $2,648 (+3.0%) Shares 130,900 (+3.9%) Est. Cost $14.59 Unrealized +35.6%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $677 (+12.5%) Shares 5,944 (+8.4%) Est. Cost $62305.28 Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.1%
Value ($000) $5,683 (+1.3%) Shares 49,625 (+1.2%) Est. Cost $94.41 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1,278 (+6.2%) Shares 6,586 (+2.4%) Est. Cost $223.28 Unrealized -15.1%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $457 (+19.4%) Shares 5,312 (+15.1%) Est. Cost $83.33 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $589 (+14.4%) Shares 2,754 (+2.1%) Est. Cost $173.09 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1,020 (+7.8%) Shares 31,590 (+17.9%) Est. Cost $31.43 Unrealized +4.5%
CNX CNX RES CORP COM 0.0%
Value ($000) $479 (+18.1%) Shares 13,028 (+3.2%) Est. Cost $27.48 Unrealized +30.3%
PPL PPL CORP COM 0.0%
Value ($000) $425 (+20.8%) Shares 12,144 (+28.2%) Est. Cost $35.52 Unrealized +0.9%
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $1,355 (+5.7%) Shares 13,937 (+6.5%) Est. Cost $95.62 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $781 (+10.2%) Shares 5,449 (+9.6%) Est. Cost $142.61 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $1,594 (+4.7%) Shares 21,754 (+1.4%) Est. Cost $57.06 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $789 (+10.0%) Shares 3,876 (+3.9%) Est. Cost $129.19 Unrealized +49.7%
USEP INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $572 (+14.3%) Shares 14,554 (+12.4%) Est. Cost $38.74 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $256 (-21.9%) Shares 4,328 (+6.8%) Est. Cost $70.56 Unrealized +10.9%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $403 (+21.6%) Shares 1,598 (+22.4%) Est. Cost $249.31 Unrealized -0.9%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $825 (+9.4%) Shares 13,767 (+9.6%) Est. Cost $59.35 Unrealized
BTU PEABODY ENERGY CORP COM 0.0%
Value ($000) $327 (+27.2%) Shares 11,019 (+13.6%) Est. Cost $19.14 Unrealized +53.4%
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.0%
Value ($000) $486 (+16.7%) Shares 12,178 (+14.9%) Est. Cost $39.39 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $547 (+14.6%) Shares 542 (+8.2%) Est. Cost $758.89 Unrealized +27.7%
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF 0.0%
Value ($000) $1,236 (+6.0%) Shares 31,608 (+5.2%) Est. Cost $36.78 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $253 (+37.6%) Shares 12,406 (+3.6%) Est. Cost $13.52 Unrealized +38.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $990 (+7.5%) Shares 9,632 (+31.8%) Est. Cost $130.54 Unrealized -7.5%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $514 (+15.4%) Shares 7,407 (+2.4%) Est. Cost $56.74 Unrealized +17.1%
KHPI KENSINGTON HEDGED PREMIUM INCOME ETF 0.0%
Value ($000) $527 (+14.8%) Shares 20,545 (+14.3%) Est. Cost $25.55 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $402 (+20.4%) Shares 16,479 (+20.5%) Est. Cost $24.36 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $442 (+17.6%) Shares 4,315 (+20.6%) Est. Cost $123.21 Unrealized -18.7%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $363 (+22.1%) Shares 2,525 (+2.7%) Est. Cost $117.04 Unrealized +13.2%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $787 (+9.1%) Shares 9,751 (+8.3%) Est. Cost $71.87 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $557 (+13.3%) Shares 5,636 (+8.1%) Est. Cost $98.61 Unrealized -2.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,671 (+4.1%) Shares 21,149 (+5.3%) Est. Cost $82.87 Unrealized -5.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $407 (+19.0%) Shares 9,006 (+13.1%) Est. Cost $41.09 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $444 (+17.1%) Shares 4,987 (+6.8%) Est. Cost $78.04 Unrealized +17.7%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $287 (+28.6%) Shares 4,895 (+19.1%) Est. Cost $50.18 Unrealized +8.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $2,051 (-2.9%) Shares 5,270 (+5.2%) Est. Cost $387.18 Unrealized +6.8%
SYFI AB SHORT DURATION HIGH YIELD ETF 0.1%
Value ($000) $2,594 (+2.5%) Shares 72,209 (+3.0%) Est. Cost $35.55 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $356 (+20.9%) Shares 1,678 (+30.9%) Est. Cost $236.11 Unrealized -9.1%
MSCI MSCI INC COM 0.0%
Value ($000) $508 (+13.7%) Shares 885 (+12.3%) Est. Cost $575.86 Unrealized -2.8%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $2,617 (-2.3%) Shares 13,221 (+9.7%) Est. Cost $177.20 Unrealized +22.5%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $300 (+25.2%) Shares 5,601 (+17.6%) Est. Cost $50.86 Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $496 (+13.8%) Shares 19,877 (+13.7%) Est. Cost $24.84 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $677 (-8.0%) Shares 3,122 (+8.7%) Est. Cost $247.65 Unrealized -11.7%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $3,388 (+1.8%) Shares 29,756 (+1.6%) Est. Cost $113.62 Unrealized
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $1,020 (+6.1%) Shares 21,469 (+3.2%) Est. Cost $40.70 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $301 (+24.2%) Shares 25,660 (+10.9%) Est. Cost $10.60 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1,358 (+4.5%) Shares 18,388 (+14.1%) Est. Cost $63.84 Unrealized +22.6%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1,124 (+5.4%) Shares 22,817 (+3.3%) Est. Cost $48.32 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value ($000) $274 (+26.0%) Shares 13,470 (+23.0%) Est. Cost $18.09 Unrealized +3.2%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $524 (+12.0%) Shares 26,867 (+2.2%) Est. Cost $16.81 Unrealized +16.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $367 (+18.0%) Shares 4,306 (+7.7%) Est. Cost $75.24 Unrealized +9.1%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $458 (+13.7%) Shares 5,779 (+18.6%) Est. Cost $82.75 Unrealized -4.6%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $643 (+9.3%) Shares 6,683 (+8.1%) Est. Cost $91.43 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $888 (+6.6%) Shares 6,276 (+4.1%) Est. Cost $129.11 Unrealized
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $187 (-22.2%) Shares 13,047 (+2.5%) Est. Cost $16.50 Unrealized +4.8%
CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF 0.0%
Value ($000) $421 (+14.2%) Shares 8,287 (+14.1%) Est. Cost $50.72 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $508 (+11.4%) Shares 4,965 (+10.7%) Est. Cost $99.03 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $549 (+10.5%) Shares 8,787 (+2.2%) Est. Cost $44.32 Unrealized +34.1%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $307 (+20.2%) Shares 7,465 (+4.2%) Est. Cost $30.50 Unrealized +22.7%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $350 (+17.2%) Shares 1,992 (+28.4%) Est. Cost $205.81 Unrealized -12.4%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $296 (+20.9%) Shares 16,700 (+35.2%) Est. Cost $19.23 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $719 (+7.5%) Shares 8,236 (+12.5%) Est. Cost $94.48 Unrealized -5.5%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $1,030 (+5.1%) Shares 15,091 (+14.6%) Est. Cost $67.06 Unrealized +4.9%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $194 (+33.9%) Shares 11,110 (+8.3%) Est. Cost $14.41 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $495 (+11.0%) Shares 24,755 (+29.2%) Est. Cost $21.56 Unrealized -0.3%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $912 (+5.7%) Shares 19,064 (+11.5%) Est. Cost $38.18 Unrealized +23.4%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $1,088 (+4.6%) Shares 10,193 (+2.5%) Est. Cost $84.19 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $819 (+6.1%) Shares 11,786 (+8.2%) Est. Cost $70.26 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $336 (+16.3%) Shares 5,757 (+5.9%) Est. Cost $49.44 Unrealized +8.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $68 (+216.3%) Shares 1,000 (+233.3%) Est. Cost $80.76 Unrealized -14.4%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $430 (+12.0%) Shares 2,673 (+9.8%) Est. Cost $154.92 Unrealized +1.5%
BKIE BNY MELLON INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1,050 (+4.5%) Shares 11,346 (+1.1%) Est. Cost $74.83 Unrealized
TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF 0.0%
Value ($000) $332 (+15.7%) Shares 11,958 (+19.5%) Est. Cost $25.47 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $249 (+21.9%) Shares 13,041 (+17.4%) Est. Cost $18.52 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $808 (+5.9%) Shares 16,284 (+6.4%) Est. Cost $49.72 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $522 (-7.8%) Shares 4,810 (+7.8%) Est. Cost $114.04 Unrealized -1.3%
GOLY STRATEGY SHARES GOLD ENHANCED YIELD ETF 0.0%
Value ($000) $318 (+16.1%) Shares 9,104 (+9.7%) Est. Cost $33.19 Unrealized
EZPW EZCORP INC CL A NON VTG 0.0%
Value ($000) $306 (+16.9%) Shares 15,757 (+14.6%) Est. Cost $15.01 Unrealized +25.6%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $254 (+20.7%) Shares 4,767 (+7.3%) Est. Cost $44.18 Unrealized +10.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $368 (-10.5%) Shares 9,167 (+9.3%) Est. Cost $46.52 Unrealized -9.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $680 (+6.6%) Shares 6,172 (+7.9%) Est. Cost $109.03 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $480 (+9.7%) Shares 11,602 (+5.0%) Est. Cost $34.34 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $6,402 (+0.7%) Shares 32,818 (+8.6%) Est. Cost $195.74 Unrealized -0.4%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $195 (+26.4%) Shares 26,581 (+15.7%) Est. Cost $6.78 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $434 (+10.3%) Shares 15,973 (+111.0%) Est. Cost $45.33 Unrealized -10.6%
SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF 0.0%
Value ($000) $286 (+16.4%) Shares 13,772 (+16.2%) Est. Cost $20.76 Unrealized
CLOI VANECK CLO ETF 0.0%
Value ($000) $319 (+14.5%) Shares 6,036 (+15.1%) Est. Cost $52.90 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $943 (+4.5%) Shares 9,740 (+6.3%) Est. Cost $75.08 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $767 (+5.5%) Shares 25,513 (+4.0%) Est. Cost $29.66 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $1,514 (+2.7%) Shares 31,552 (+5.8%) Est. Cost $50.22 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $1,424 (-2.6%) Shares 61,288 (+8.6%) Est. Cost $26.41 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $276 (+16.0%) Shares 30,024 (+10.7%) Est. Cost $7.33 Unrealized +18.4%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $263 (+16.8%) Shares 7,100 (+8.2%) Est. Cost $34.55 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $251 (+17.7%) Shares 2,231 (+11.4%) Est. Cost $103.82 Unrealized +1.3%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1,197 (+3.2%) Shares 17,780 (+9.1%) Est. Cost $58.69 Unrealized +18.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $727 (+5.4%) Shares 15,838 (+57.6%) Est. Cost $40.07 Unrealized +13.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $293 (+14.7%) Shares 3,778 (+13.4%) Est. Cost $76.80 Unrealized
PJT PJT PARTNERS INC COM CL A 0.1%
Value ($000) $3,520 (+1.1%) Shares 21,055 (+7.4%) Est. Cost $172.00 Unrealized -0.7%
SLAB SILICON LABORATORIES INC COM 0.0%
Value ($000) $393 (+10.4%) Shares 3,008 (+10.8%) Est. Cost $117.65 Unrealized +11.7%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $319 (+12.8%) Shares 3,126 (+13.6%) Est. Cost $87.26 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $258 (+16.1%) Shares 1,594 (+14.3%) Est. Cost $177.92 Unrealized -11.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $5,520 (-0.6%) Shares 22,889 (+3.5%) Est. Cost $225.50 Unrealized +6.4%
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $562 (+6.4%) Shares 2,329 (+3.7%) Est. Cost $160.21 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $524 (+6.9%) Shares 7,194 (+7.9%) Est. Cost $69.00 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $1,226 (+2.8%) Shares 6,738 (+5.7%) Est. Cost $160.89 Unrealized +13.2%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $384 (-7.9%) Shares 5,829 (+1.4%) Est. Cost $70.27 Unrealized -1.5%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $1,752 (+1.9%) Shares 11,189 (+1.1%) Est. Cost $4077.61 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $1,606 (-2.0%) Shares 6,119 (+2.3%) Est. Cost $254.34 Unrealized +4.5%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $553 (+6.2%) Shares 7,680 (+8.2%) Est. Cost $74.80 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $274 (+13.1%) Shares 3,907 (+23.5%) Est. Cost $70.52 Unrealized +3.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $62 (+104.8%) Shares 200 (+100.0%) Est. Cost $194.44 Unrealized +54.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $265 (+13.3%) Shares 3,602 (+14.6%) Est. Cost $76.21 Unrealized -3.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $420 (+8.0%) Shares 548 (+10.3%) Est. Cost $813.78 Unrealized -4.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $1,644 (+1.9%) Shares 62,783 (+2.9%) Est. Cost $8.15 Unrealized +241.9%
AGCO AGCO CORP COM 0.0%
Value ($000) $251 (+14.1%) Shares 2,402 (+17.1%) Est. Cost $96.49 Unrealized +9.8%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.0%
Value ($000) $559 (+5.7%) Shares 12,880 (+2.6%) Est. Cost $39.71 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $276 (+11.4%) Shares 12,517 (+11.8%) Est. Cost $22.01 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $759 (+3.8%) Shares 12,042 (+6.6%) Est. Cost $59.24 Unrealized +2.4%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $865 (+3.3%) Shares 16,682 (+5.3%) Est. Cost $41.69 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $986 (+2.9%) Shares 20,814 (+4.0%) Est. Cost $47.22 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $8,527 (-0.3%) Shares 310,180 (+2.7%) Est. Cost $23.91 Unrealized +12.6%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $357 (-7.0%) Shares 66,085 (+12.3%) Est. Cost $5.36 Unrealized +21.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $256 (+11.6%) Shares 8,994 (+9.4%) Est. Cost $27.95 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $234 (+12.8%) Shares 5,789 (+10.9%) Est. Cost $39.76 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $411 (+6.7%) Shares 5,300 (+7.1%) Est. Cost $78.66 Unrealized -2.8%
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $468 (+5.7%) Shares 3,630 (+3.4%) Est. Cost $92.89 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $265 (+10.4%) Shares 12,835 (+12.2%) Est. Cost $20.96 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $90 (+38.1%) Shares 16,959 (+18.3%) Est. Cost $3.55 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $392 (+6.6%) Shares 14,115 (+11.4%) Est. Cost $29.17 Unrealized
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $375 (+6.8%) Shares 9,677 (+5.0%) Est. Cost $37.29 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $846 (+2.9%) Shares 7,803 (+5.3%) Est. Cost $96.37 Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $252 (+10.5%) Shares 2,286 (+21.3%) Est. Cost $123.65 Unrealized -8.1%
BBY BEST BUY INC COM 0.0%
Value ($000) $528 (-4.3%) Shares 7,886 (+8.1%) Est. Cost $76.96 Unrealized -1.9%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $513 (+4.8%) Shares 3,141 (+1.5%) Est. Cost $140.20 Unrealized +15.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $274 (+9.4%) Shares 2,277 (+16.6%) Est. Cost $116.27 Unrealized +6.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $223 (-9.5%) Shares 2,646 (+7.3%) Est. Cost $107.85 Unrealized -17.9%
HEWJ ISHARES CURRENCY HEDGED MSCI JAPAN ETF 0.0%
Value ($000) $266 (+9.5%) Shares 5,053 (+2.4%) Est. Cost $45.37 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $1,344 (+1.7%) Shares 21,503 (+9.8%) Est. Cost $62.14 Unrealized +5.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $465 (+5.1%) Shares 3,730 (+8.7%) Est. Cost $137.63 Unrealized -8.0%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $499 (+4.8%) Shares 3,907 (+5.1%) Est. Cost $113.77 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $2,120 (-1.1%) Shares 128,592 (+3.0%) Est. Cost $15.37 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $455 (-4.7%) Shares 5,267 (+1.1%) Est. Cost $106.09 Unrealized -17.7%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $849 (+2.7%) Shares 15,371 (+5.0%) Est. Cost $50.65 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $363 (+6.5%) Shares 2,604 (+3.7%) Est. Cost $103.84 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $243 (+9.7%) Shares 2,122 (+6.7%) Est. Cost $111.76 Unrealized
AIA ISHARES ASIA 50 ETF 0.0%
Value ($000) $430 (+5.2%) Shares 4,406 (+2.1%) Est. Cost $81.40 Unrealized
TBBK BANCORP INC DEL COM 0.0%
Value ($000) $994 (-2.0%) Shares 14,720 (+8.7%) Est. Cost $69.65 Unrealized -0.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $210 (-8.9%) Shares 866 (+5.0%) Est. Cost $268.88 Unrealized -6.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $489 (+4.3%) Shares 7,422 (+4.9%) Est. Cost $61.98 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $430 (+4.8%) Shares 2,249 (+5.0%) Est. Cost $153.58 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $2,443 (-0.8%) Shares 37,954 (+4.2%) Est. Cost $59.89 Unrealized
YJUN FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $265 (+7.5%) Shares 10,330 (+5.1%) Est. Cost $21.83 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $550 (+3.4%) Shares 1,845 (+2.7%) Est. Cost $265.45 Unrealized
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.0%
Value ($000) $508 (+3.6%) Shares 14,382 (+5.3%) Est. Cost $32.17 Unrealized
PBTP INVESCO 0-5 YR US TIPS ETF 0.0%
Value ($000) $582 (+3.1%) Shares 22,441 (+4.0%) Est. Cost $24.91 Unrealized
AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF 0.0%
Value ($000) $407 (+4.6%) Shares 11,810 (+4.1%) Est. Cost $32.45 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $1,535 (-1.1%) Shares 9,923 (+10.5%) Est. Cost $151.65 Unrealized +7.6%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $328 (+5.5%) Shares 12,117 (+2.7%) Est. Cost $25.53 Unrealized -0.6%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $50 (+52.8%) Shares 1,000 (+100.0%) Est. Cost $55.01 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $4,550 (-0.4%) Shares 25,220 (+4.4%) Est. Cost $143.55 Unrealized +31.7%
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $233 (+7.8%) Shares 4,093 (+27.1%) Est. Cost $64.87 Unrealized
YMAR FT VEST INTERNATIONAL EQUITY MODERATE BUFFER 0.0%
Value ($000) $276 (+6.3%) Shares 10,233 (+3.3%) Est. Cost $21.34 Unrealized
ALTS ALT5 SIGMA CORP COM 0.0%
Value ($000) $46 (-26.4%) Shares 41,620 (+80.1%) Est. Cost $4.18 Unrealized -53.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $501 (+3.4%) Shares 3,315 (+3.9%) Est. Cost $129.98 Unrealized +13.6%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $243 (+7.1%) Shares 24,262 (+16.0%) Est. Cost $12.52 Unrealized
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $167 (+10.5%) Shares 20,402 (+19.1%) Est. Cost $8.73 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $976 (-1.6%) Shares 12,358 (+4.0%) Est. Cost $74.13 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $213 (-6.6%) Shares 3,157 (+3.0%) Est. Cost $64.58 Unrealized +9.0%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value ($000) $288 (+5.5%) Shares 9,666 (+20.1%) Est. Cost $33.19 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $328 (+4.6%) Shares 2,868 (+1.1%) Est. Cost $100.39 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $263 (+5.7%) Shares 4,042 (+9.6%) Est. Cost $60.30 Unrealized +10.8%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $407 (+3.6%) Shares 2,323 (+3.8%) Est. Cost $155.48 Unrealized +11.2%
AN AUTONATION INC COM 0.0%
Value ($000) $290 (+5.1%) Shares 1,404 (+11.3%) Est. Cost $181.42 Unrealized +14.7%
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $247 (+6.0%) Shares 8,617 (+5.3%) Est. Cost $28.52 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $89 (+18.3%) Shares 1,500 (+7.1%) Est. Cost $34.64 Unrealized +90.7%
DOGG FT VEST DJIA DOGS 10 TARGET INCOME ETF 0.0%
Value ($000) $254 (+5.7%) Shares 12,211 (+1.7%) Est. Cost $20.68 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $1,284 (-1.1%) Shares 3,475 (+29.9%) Est. Cost $457.61 Unrealized -12.6%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $222 (+6.5%) Shares 6,628 (+7.3%) Est. Cost $33.66 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $212 (-5.7%) Shares 2,600 (+13.0%) Est. Cost $78.41 Unrealized +14.8%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $1,261 (+1.0%) Shares 14,430 (+2.6%) Est. Cost $78.85 Unrealized +8.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $5,569 (-0.2%) Shares 43,160 (+5.2%) Est. Cost $94.81 Unrealized +41.3%
RS RELIANCE INC COM 0.0%
Value ($000) $254 (+5.1%) Shares 879 (+2.1%) Est. Cost $299.64 Unrealized -6.2%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $268 (+4.8%) Shares 3,573 (+4.0%) Est. Cost $68.67 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $272 (+4.6%) Shares 1,222 (+5.5%) Est. Cost $187.21 Unrealized +27.1%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $537 (+2.3%) Shares 11,705 (+6.5%) Est. Cost $47.62 Unrealized
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $64 (+23.0%) Shares 10,443 (+4.3%) Est. Cost $5.76 Unrealized +3.7%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $998 (+1.2%) Shares 24,724 (+5.7%) Est. Cost $43.41 Unrealized
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $158 (-6.9%) Shares 10,782 (+7.1%) Est. Cost $16.66 Unrealized
XPND FIRST TRUST EXPANDED TECHNOLOGY ETF 0.0%
Value ($000) $351 (+3.4%) Shares 9,721 (+3.9%) Est. Cost $34.08 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value ($000) $3,094 (+0.4%) Shares 38,500 (+8.4%) Est. Cost $73.38 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.0%
Value ($000) $87 (+14.9%) Shares 11,851 (+5.6%) Est. Cost $6.99 Unrealized +2.2%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $256 (-4.1%) Shares 1,859 (+5.9%) Est. Cost $151.19 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $619 (+1.6%) Shares 13,022 (+1.6%) Est. Cost $44.16 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $286 (-3.3%) Shares 1,643 (+14.1%) Est. Cost $193.54 Unrealized -5.4%
CORNERCAP FUNDAMETRICS LARGE-CAP ETF 0.0%
Value ($000) $280 (+3.3%) Shares 5,993 (+2.1%) Est. Cost $41.64 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $233 (+3.9%) Shares 3,921 (+3.6%) Est. Cost $54.61 Unrealized +7.1%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $225 (+3.8%) Shares 4,090 (+2.6%) Est. Cost $50.28 Unrealized +6.1%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $210 (+4.0%) Shares 7,445 (+11.4%) Est. Cost $36.01 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $806 (-1.0%) Shares 6,803 (+4.7%) Est. Cost $102.66 Unrealized +19.9%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $315 (+2.6%) Shares 7,779 (+4.7%) Est. Cost $36.21 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $9,830 (-0.1%) Shares 20,323 (+3.1%) Est. Cost $435.62 Unrealized +9.3%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $157 (-4.8%) Shares 15,084 (+12.6%) Est. Cost $5.45 Unrealized +152.8%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $636 (+1.2%) Shares 7,473 (+1.1%) Est. Cost $78.92 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $259 (+3.0%) Shares 1,156 (+15.8%) Est. Cost $266.93 Unrealized -15.6%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $236 (+3.3%) Shares 4,078 (+100.0%) Est. Cost $85.03 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $103 (+7.9%) Shares 5,400 (+28.6%) Est. Cost $27.93 Unrealized -28.4%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $228 (+3.4%) Shares 1,836 (+14.5%) Est. Cost $110.30 Unrealized +18.4%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $313 (+2.4%) Shares 14,196 (+3.6%) Est. Cost $21.34 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $2,082 (-0.3%) Shares 42,104 (+2.0%) Est. Cost $49.76 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $608 (+1.2%) Shares 34,923 (+1.2%) Est. Cost $17.11 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $209 (-3.2%) Shares 1,974 (+5.3%) Est. Cost $109.31 Unrealized
CRAI CRA INTL INC COM 0.0%
Value ($000) $881 (-0.7%) Shares 4,388 (+3.1%) Est. Cost $117.82 Unrealized +59.6%
DHI D R HORTON INC COM 0.0%
Value ($000) $474 (-1.3%) Shares 3,291 (+16.2%) Est. Cost $113.55 Unrealized +33.9%
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $717 (+0.8%) Shares 17,811 (+1.6%) Est. Cost $41.35 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $129 (+4.7%) Shares 22,083 (+43.2%) Est. Cost $5.13 Unrealized +42.3%
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $463 (+1.2%) Shares 10,503 (+1.7%) Est. Cost $43.81 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $684 (-0.8%) Shares 8,134 (+2.4%) Est. Cost $82.32 Unrealized -2.1%
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value ($000) $122 (+4.4%) Shares 11,484 (+1.4%) Est. Cost $9.65 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $751 (-0.7%) Shares 7,331 (+1.8%) Est. Cost $82.49 Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $211 (-2.2%) Shares 688 (+8.5%) Est. Cost $288.63 Unrealized +19.4%
OXSQ OXFORD SQUARE CAP CORP COM 0.0%
Value ($000) $36 (+14.0%) Shares 20,593 (+3.0%) Est. Cost $2.19 Unrealized -16.8%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $144 (+3.1%) Shares 13,061 (+9.7%) Est. Cost $11.76 Unrealized -5.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $590 (-0.7%) Shares 3,256 (+5.9%) Est. Cost $203.83 Unrealized -11.8%
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.0%
Value ($000) $290 (+1.3%) Shares 15,123 (+1.4%) Est. Cost $18.92 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $273 (+1.4%) Shares 11,909 (+1.4%) Est. Cost $22.49 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $952 (+0.3%) Shares 7,683 (+4.4%) Est. Cost $32263.44 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $423 (-0.5%) Shares 4,648 (+2.1%) Est. Cost $89.14 Unrealized +2.7%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $256 (+0.8%) Shares 4,494 (+13.5%) Est. Cost $62.74 Unrealized -6.3%
IBN ICICI BK LTD HONG KONG BRANCH ADR 0.0%
Value ($000) $203 (+0.9%) Shares 6,815 (+2.4%) Est. Cost $30.22 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $315 (-0.5%) Shares 26,579 (+6.3%) Est. Cost $13.33 Unrealized
BNT BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB 0.0%
Value ($000) $231 (+0.6%) Shares 5,029 (+50.0%) Est. Cost $39.82 Unrealized +14.5%
BIZD VANECK BDC INCOME ETF 0.1%
Value ($000) $3,402 (-0.0%) Shares 239,947 (+5.3%) Est. Cost $16.78 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $1,038 (-0.1%) Shares 3,506 (+7.2%) Est. Cost $282.22 Unrealized +7.2%
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $394 (+0.1%) Shares 15,779 (+1.1%) Est. Cost $21.16 Unrealized +18.3%

Exited Positions (108)

SPDN DIREXION DAILY S&P 500 BEAR 1X SHARES 0.2%
Value ($000) $8,592 Shares 894,034 Est. Cost $9.92 Unrealized
GUARANTY BANCSHARES INC TEX COM 0.1%
Value ($000) $7,646 Shares 156,843 Est. Cost $11011.77 Unrealized
PSQ PROSHARES SHORT QQQ 0.1%
Value ($000) $6,564 Shares 211,484 Est. Cost $32.54 Unrealized
MRC GLOBAL INC COM 0.1%
Value ($000) $4,509 Shares 312,700 Est. Cost $13.54 Unrealized
DOG PROSHARES SHORT DOW30 0.1%
Value ($000) $4,119 Shares 169,209 Est. Cost $24.34 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value ($000) $2,391 Shares 50,838 Est. Cost $34.15 Unrealized +36.9%
EETH PROSHARES ETHER ETF 0.0%
Value ($000) $1,972 Shares 29,061 Est. Cost $67.86 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $1,863 Shares 23,697 Est. Cost $108.40 Unrealized -31.9%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $1,488 Shares 24,922 Est. Cost $62.37 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value ($000) $1,429 Shares 10,000 Est. Cost $122.87 Unrealized
LINE LINEAGE INC COM 0.0%
Value ($000) $1,240 Shares 32,080 Est. Cost $41.90 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $1,096 Shares 23,203 Est. Cost $41.97 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $1,081 Shares 23,627 Est. Cost $45.74 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $1,074 Shares 21,620 Est. Cost $49.66 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1,059 Shares 25,000 Est. Cost $239.55 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $998 Shares 21,876 Est. Cost $45.60 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value ($000) $973 Shares 23,637 Est. Cost $41.15 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $952 Shares 23,976 Est. Cost $36.63 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $829 Shares 13,978 Est. Cost $59.80 Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $775 Shares 16,797 Est. Cost $48.63 Unrealized -17.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $716 Shares 21,279 Est. Cost $42.04 Unrealized -54.9%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $676 Shares 31,445 Est. Cost $24.69 Unrealized +6.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $616 Shares 29,765 Est. Cost $20.52 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $518 Shares 10,208 Est. Cost $50.71 Unrealized
ASH ASHLAND INC COM 0.0%
Value ($000) $479 Shares 9,992 Est. Cost $61.82 Unrealized -14.9%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $479 Shares 21,247 Est. Cost $37.61 Unrealized
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $477 Shares 34,205 Est. Cost $13.96 Unrealized
UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY 0.0%
Value ($000) $467 Shares 12,257 Est. Cost $38.11 Unrealized
UMAR INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH 0.0%
Value ($000) $435 Shares 11,143 Est. Cost $37.72 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $428 Shares 47,060 Est. Cost $8.17 Unrealized
TNET TRINET GROUP INC COM 0.0%
Value ($000) $415 Shares 6,204 Est. Cost $77.10 Unrealized -23.3%
UJUN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE 0.0%
Value ($000) $414 Shares 11,289 Est. Cost $36.69 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $414 Shares 10,024 Est. Cost $40.19 Unrealized +2.9%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $407 Shares 14,575 Est. Cost $30.26 Unrealized -14.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $398 Shares 500 Est. Cost $530.86 Unrealized +53.2%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $394 Shares 3,997 Est. Cost $86.47 Unrealized +19.8%
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value ($000) $379 Shares 6,712 Est. Cost $46.95 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $378 Shares 3,987 Est. Cost $70.18 Unrealized +36.4%
AVT AVNET INC COM 0.0%
Value ($000) $366 Shares 6,996 Est. Cost $48.87 Unrealized +0.1%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $345 Shares 1,634 Est. Cost $212.75 Unrealized -3.1%
LII LENNOX INTL INC COM 0.0%
Value ($000) $345 Shares 651 Est. Cost $563.95 Unrealized -11.4%
BKHY BNY MELLON HIGH YIELD ETF 0.0%
Value ($000) $337 Shares 6,930 Est. Cost $48.60 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $331 Shares 3,200 Est. Cost $100.77 Unrealized
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 0.0%
Value ($000) $326 Shares 13,294 Est. Cost $24.35 Unrealized
QFIN QFIN HOLDINGS INC AMERICAN DEP 0.0%
Value ($000) $318 Shares 11,059 Est. Cost $28.78 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $273 Shares 2,809 Est. Cost $95.73 Unrealized
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $269 Shares 6,066 Est. Cost $49.25 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $262 Shares 1,915 Est. Cost $169.50 Unrealized -23.7%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $258 Shares 457 Est. Cost $521.89 Unrealized +5.3%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $254 Shares 1,981 Est. Cost $132.75 Unrealized -9.2%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $253 Shares 1,447 Est. Cost $147.62 Unrealized
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $248 Shares 3,878 Est. Cost $55.00 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $248 Shares 2,968 Est. Cost $99.32 Unrealized -29.0%
NDEC INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $248 Shares 9,154 Est. Cost $27.05 Unrealized
MSLC MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF 0.0%
Value ($000) $240 Shares 4,417 Est. Cost $54.38 Unrealized
TMB THORNBURG MULTI SECTOR BOND ETF 0.0%
Value ($000) $240 Shares 9,364 Est. Cost $25.64 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $235 Shares 12,512 Est. Cost $18.40 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $233 Shares 200 Est. Cost $981.01 Unrealized +11.0%
NSP INSPERITY INC COM 0.0%
Value ($000) $232 Shares 4,722 Est. Cost $91.42 Unrealized -56.9%
SLM SLM CORP COM 0.0%
Value ($000) $230 Shares 8,315 Est. Cost $29.46 Unrealized -6.9%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $230 Shares 4,467 Est. Cost $54.63 Unrealized -16.7%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $226 Shares 6,392 Est. Cost $37.15 Unrealized -12.8%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $224 Shares 1,285 Est. Cost $178.26 Unrealized -7.8%
AMCOR PLC ORD 0.0%
Value ($000) $222 Shares 27,088 Est. Cost $8.97 Unrealized -8.0%
BULL WEBULL CORP ORD SHS 0.0%
Value ($000) $221 Shares 14,959 Est. Cost $14.26 Unrealized -29.5%
PVH PVH CORPORATION COM 0.0%
Value ($000) $218 Shares 2,602 Est. Cost $78.47 Unrealized -0.4%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $215 Shares 5,904 Est. Cost $70.98 Unrealized -56.3%
MR COOPER GROUP INC COM 0.0%
Value ($000) $214 Shares 1,015 Est. Cost $210.79 Unrealized
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR 0.0%
Value ($000) $213 Shares 5,430 Est. Cost $39.25 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $212 Shares 861 Est. Cost $229.08 Unrealized -5.4%
GLNG GOLAR LNG LTD SHS 0.0%
Value ($000) $212 Shares 5,245 Est. Cost $38.79 Unrealized -1.8%
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $211 Shares 4,228 Est. Cost $50.00 Unrealized
TMF DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES 0.0%
Value ($000) $209 Shares 5,200 Est. Cost $39.97 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $203 Shares 628 Est. Cost $313.03 Unrealized -14.1%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $202 Shares 3,070 Est. Cost $65.85 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $202 Shares 5,154 Est. Cost $39.18 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $202 Shares 4,581 Est. Cost $44.00 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $201 Shares 622 Est. Cost $318.25 Unrealized -0.7%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $180 Shares 5,325 Est. Cost $26.97 Unrealized +14.9%
ATAC US ROTATION ETF 0.0%
Value ($000) $161 Shares 10,117 Est. Cost $15.70 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $152 Shares 10,367 Est. Cost $14.11 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $147 Shares 3,276 Est. Cost $78.11 Unrealized -48.8%
DYN DYNE THERAPEUTICS INC COM 0.0%
Value ($000) $128 Shares 10,104 Est. Cost $11.41 Unrealized +66.0%
FUBO FUBOTV INC COM 0.0%
Value ($000) $118 Shares 28,385 Est. Cost $1.36 Unrealized +144.4%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $101 Shares 3,000 Est. Cost $26.97 Unrealized +14.9%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $93 Shares 100 Est. Cost $863.94 Unrealized +4.8%
YIELDMAX COIN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $91 Shares 13,182 Est. Cost $6.88 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $90 Shares 2,000 Est. Cost $78.11 Unrealized -48.8%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $88 Shares 10,687 Est. Cost $8.20 Unrealized
FGBI FIRST GTY BANCSHARES INC COM 0.0%
Value ($000) $86 Shares 10,734 Est. Cost $11.34 Unrealized -44.7%
SURF AIR MOBILITY INC COM NEW 0.0%
Value ($000) $86 Shares 20,000 Est. Cost $4.29 Unrealized
NMG NOUVEAU MONDE GRAPHITE INC COM NEW 0.0%
Value ($000) $79 Shares 27,958 Est. Cost $1.84 Unrealized +59.0%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $71 Shares 11,754 Est. Cost $5.31 Unrealized +4.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $47.89 Unrealized -0.8%
OCCI OFS CREDIT COMPANY INC COM 0.0%
Value ($000) $66 Shares 12,215 Est. Cost $5.41 Unrealized
UPXI UPEXI INC COM NEW 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $6.08 Unrealized -37.9%
YIELDMAX SHORT COIN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $57 Shares 21,000 Est. Cost $2.73 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $44 Shares 20,100 Est. Cost $9.27 Unrealized -75.0%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $36 Shares 700 Est. Cost $45.33 Unrealized -10.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $33 Shares 100 Est. Cost $215.61 Unrealized +65.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $20 Shares 800 Est. Cost $26.26 Unrealized +0.1%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $8.90 Unrealized +41.9%
KLOTHO NEUROSCIENCES INC COM 0.0%
Value ($000) $12 Shares 25,000 Est. Cost $0.48 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $28.95 Unrealized +146.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.76 Unrealized -1.5%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.31 Unrealized +4.1%
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $4 Shares 10,148 Est. Cost $0.79 Unrealized
BLACKROCK INCOME TR INC RT EXP 102025 0.0%
Value ($000) $2 Shares 41,671 Est. Cost $0.06 Unrealized

Decreased Positions (413)

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.1%
Value ($000) $3,552 (-76.8%) Shares 72,274 (-76.7%) Est. Cost $51.35 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $6,048 (-62.7%) Shares 46,153 (-58.5%) Est. Cost $100.23 Unrealized +37.3%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $6,046 (-54.5%) Shares 121,774 (-40.4%) Est. Cost $55.01 Unrealized
HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF 0.0%
Value ($000) $765 (-87.9%) Shares 30,833 (-87.4%) Est. Cost $23.22 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $4,424 (-54.0%) Shares 89,908 (-57.3%) Est. Cost $38.36 Unrealized +19.4%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.7%
Value ($000) $38,645 (-9.5%) Shares 632,171 (-10.8%) Est. Cost $47.79 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $6,030 (-35.8%) Shares 65,182 (-35.1%) Est. Cost $542.84 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $690 (-81.7%) Shares 3,600 (-81.9%) Est. Cost $4056.97 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $10,510 (-18.5%) Shares 104,705 (-18.2%) Est. Cost $100.70 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $9,602 (+32.0%) Shares 149,059 (-13.2%) Est. Cost $239.55 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $11,887 (-13.6%) Shares 160,477 (-13.2%) Est. Cost $135.55 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1,103 (-60.9%) Shares 29,047 (-49.5%) Est. Cost $67.60 Unrealized -34.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $7,283 (-17.2%) Shares 20,808 (-16.6%) Est. Cost $410.24 Unrealized -17.1%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $7,565 (-14.9%) Shares 129,580 (-2.2%) Est. Cost $76.24 Unrealized -15.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value ($000) $6,917 (-15.5%) Shares 52,254 (-16.8%) Est. Cost $130.28 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $3,592 (-25.1%) Shares 45,574 (-25.0%) Est. Cost $78.39 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.1%
Value ($000) $5,704 (+26.0%) Shares 30,595 (-3.5%) Est. Cost $122.87 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $2,493 (-32.0%) Shares 46,273 (-31.7%) Est. Cost $53.62 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $6,427 (-14.8%) Shares 62,178 (-18.1%) Est. Cost $149.93 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $5,157 (-17.3%) Shares 6,372 (-2.5%) Est. Cost $702.90 Unrealized +23.4%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $2,608 (+67.1%) Shares 18,436 (-4.2%) Est. Cost $69.52 Unrealized +62.9%
AZO AUTOZONE INC COM 0.1%
Value ($000) $3,648 (-21.9%) Shares 1,075 (-1.2%) Est. Cost $2534.38 Unrealized +49.1%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $827 (-54.7%) Shares 5,444 (-3.9%) Est. Cost $225.97 Unrealized +1.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $802 (-55.2%) Shares 6,377 (-47.9%) Est. Cost $168.28 Unrealized -22.6%
SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF 0.0%
Value ($000) $660 (-59.8%) Shares 19,009 (-60.8%) Est. Cost $33.38 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $516 (-65.4%) Shares 7,686 (-33.6%) Est. Cost $176.38 Unrealized -52.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $733 (-56.7%) Shares 3,589 (-57.3%) Est. Cost $142.76 Unrealized +41.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $931 (-49.1%) Shares 25,153 (-46.0%) Est. Cost $53.81 Unrealized -32.8%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $2,663 (-24.1%) Shares 200,520 (-30.2%) Est. Cost $8.90 Unrealized +41.9%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $2,342 (-26.3%) Shares 118,530 (-8.9%) Est. Cost $44.91 Unrealized -52.0%
HPQ HP INC COM 0.0%
Value ($000) $1,833 (-31.3%) Shares 82,270 (-16.0%) Est. Cost $28.49 Unrealized -11.4%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $21,216 (+4.1%) Shares 53,533 (-6.7%) Est. Cost $2979.24 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,729 (-32.1%) Shares 13,025 (-32.9%) Est. Cost $116.97 Unrealized +13.2%
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $3,179 (-20.2%) Shares 214,665 (-19.6%) Est. Cost $13.40 Unrealized +9.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $36 (-95.6%) Shares 200 (-96.1%) Est. Cost $121.64 Unrealized +36.9%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $1,915 (-28.8%) Shares 86,446 (-4.2%) Est. Cost $4.91 Unrealized +564.0%
FTNT FORTINET INC COM 0.1%
Value ($000) $2,783 (-21.4%) Shares 35,040 (-16.8%) Est. Cost $65.14 Unrealized +27.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $19,812 (-3.5%) Shares 197,446 (-3.2%) Est. Cost $3004.28 Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value ($000) $147 (-82.4%) Shares 10,260 (-82.5%) Est. Cost $15.21 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $392 (-63.6%) Shares 9,940 (-57.1%) Est. Cost $32.19 Unrealized +26.9%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $3,273 (-16.8%) Shares 16,477 (-18.5%) Est. Cost $171.72 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $3,629 (-14.9%) Shares 55,746 (-5.5%) Est. Cost $87.43 Unrealized -21.1%
QBTS D-WAVE QUANTUM INC COM 0.1%
Value ($000) $3,493 (-15.3%) Shares 133,569 (-20.0%) Est. Cost $8.10 Unrealized +259.8%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $2,132 (-21.7%) Shares 23,986 (-15.0%) Est. Cost $105.88 Unrealized -14.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $414 (-58.1%) Shares 17,458 (-56.2%) Est. Cost $29.60 Unrealized -22.3%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $499 (-53.4%) Shares 1,119 (-49.5%) Est. Cost $319.84 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $2,511 (-18.2%) Shares 36,801 (-7.7%) Est. Cost $61.69 Unrealized +17.4%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $1,470 (-27.4%) Shares 19,325 (-17.7%) Est. Cost $62.42 Unrealized +28.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $5,535 (-9.0%) Shares 58,778 (-8.0%) Est. Cost $546.71 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $2,887 (-15.7%) Shares 78,243 (-23.3%) Est. Cost $32.92 Unrealized +14.7%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $1,021 (-34.1%) Shares 41,891 (-7.4%) Est. Cost $21.67 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2,019 (-20.5%) Shares 7,802 (-4.8%) Est. Cost $303.03 Unrealized -12.8%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $633 (-44.6%) Shares 4,663 (-50.4%) Est. Cost $126.38 Unrealized -1.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $340 (-59.8%) Shares 1,628 (-47.0%) Est. Cost $362.42 Unrealized -37.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $194 (-72.2%) Shares 5,100 (-64.1%) Est. Cost $67.60 Unrealized -34.4%
OMCL OMNICELL COM COM 0.0%
Value ($000) $1,993 (+33.4%) Shares 43,991 (-10.3%) Est. Cost $56.65 Unrealized -35.4%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $1,537 (-24.3%) Shares 31,895 (-28.0%) Est. Cost $36.38 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $1,203 (-29.0%) Shares 26,292 (-10.8%) Est. Cost $37.19 Unrealized +35.5%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $2,365 (-17.1%) Shares 66,707 (-12.9%) Est. Cost $37.10 Unrealized +4.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.1%
Value ($000) $3,230 (-13.0%) Shares 93,731 (-5.6%) Est. Cost $35.36 Unrealized -7.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $14,279 (-3.2%) Shares 96,032 (-5.2%) Est. Cost $139.36 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.1%
Value ($000) $4,680 (+11.4%) Shares 133,862 (-4.4%) Est. Cost $31.29 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $2,301 (+25.2%) Shares 13,537 (-2.9%) Est. Cost $123.40 Unrealized +24.2%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1,067 (-29.9%) Shares 6,695 (-8.5%) Est. Cost $202.06 Unrealized -12.4%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $2,607 (-14.6%) Shares 52,127 (-2.9%) Est. Cost $51.78 Unrealized +3.7%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.1%
Value ($000) $2,942 (-12.9%) Shares 45,744 (-6.8%) Est. Cost $44.03 Unrealized +51.9%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1,693 (-20.3%) Shares 41,183 (-8.4%) Est. Cost $56.44 Unrealized -26.4%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $2,514 (-14.5%) Shares 41,945 (-14.5%) Est. Cost $59.70 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $7,270 (-5.5%) Shares 22,023 (-1.2%) Est. Cost $413.61 Unrealized -18.5%
HD HOME DEPOT INC COM 0.0%
Value ($000) $34 (-92.3%) Shares 100 (-90.9%) Est. Cost $337.65 Unrealized +8.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1,600 (-20.3%) Shares 9,000 (-18.2%) Est. Cost $48.27 Unrealized +275.0%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $306 (-55.9%) Shares 5,931 (-51.9%) Est. Cost $64.67 Unrealized -15.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $539 (-41.5%) Shares 20,692 (-39.2%) Est. Cost $39.71 Unrealized -29.5%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $581 (-39.5%) Shares 25,911 (-15.0%) Est. Cost $31.51 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $567 (-40.0%) Shares 2,506 (-10.5%) Est. Cost $218.48 Unrealized +36.4%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $3,076 (-10.9%) Shares 24,364 (-6.7%) Est. Cost $134.73 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $267 (-57.7%) Shares 3,352 (-50.2%) Est. Cost $108.39 Unrealized -23.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $5,370 (+7.2%) Shares 70,039 (-5.8%) Est. Cost $50.90 Unrealized +40.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1,534 (-18.4%) Shares 4,001 (-2.7%) Est. Cost $356.02 Unrealized +12.6%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1,556 (-18.0%) Shares 3,427 (-5.5%) Est. Cost $515.78 Unrealized -7.6%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $438 (-43.6%) Shares 10,119 (-36.1%) Est. Cost $58.06 Unrealized -23.4%
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value ($000) $305 (-51.8%) Shares 23,070 (-57.7%) Est. Cost $11.00 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,012 (-24.4%) Shares 9,187 (-24.2%) Est. Cost $110.37 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $4,648 (-6.5%) Shares 6,166 (-7.4%) Est. Cost $14801.67 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $1,395 (-18.8%) Shares 8,008 (-5.4%) Est. Cost $173.27 Unrealized +7.2%
OFS OFS CAP CORP COM 0.0%
Value ($000) $275 (-53.9%) Shares 57,831 (-25.6%) Est. Cost $9.93 Unrealized -41.9%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $183 (-63.4%) Shares 2,398 (-52.1%) Est. Cost $95.39 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $3,042 (+11.6%) Shares 30,664 (-6.0%) Est. Cost $127.74 Unrealized -27.4%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $304 (-50.7%) Shares 1,731 (-9.7%) Est. Cost $170.48 Unrealized +38.2%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $338 (-47.9%) Shares 2,768 (-47.8%) Est. Cost $146.91 Unrealized -17.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1,376 (-18.4%) Shares 56,731 (-12.4%) Est. Cost $29.48 Unrealized -16.5%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $1,747 (-15.0%) Shares 14,729 (-16.3%) Est. Cost $103.83 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2,305 (+15.3%) Shares 45,387 (-11.0%) Est. Cost $47.03 Unrealized -7.9%
GSUS GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF 0.0%
Value ($000) $356 (-46.1%) Shares 3,774 (-47.3%) Est. Cost $84.69 Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $253 (-54.6%) Shares 761 (-56.8%) Est. Cost $322.59 Unrealized -1.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1,341 (-17.6%) Shares 14,703 (-2.6%) Est. Cost $92.43 Unrealized +5.7%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $460 (-38.2%) Shares 8,996 (-37.9%) Est. Cost $50.88 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $775 (-26.8%) Shares 48,219 (-12.8%) Est. Cost $18.79 Unrealized -7.1%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $972 (-22.2%) Shares 4,523 (-12.8%) Est. Cost $234.98 Unrealized -3.3%
CLB CORE LABORATORIES INC COM 0.0%
Value ($000) $332 (-45.5%) Shares 20,718 (-58.0%) Est. Cost $11.83 Unrealized +25.7%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $590 (-31.8%) Shares 2,502 (-32.4%) Est. Cost $222.48 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $397 (-40.9%) Shares 3,813 (-37.2%) Est. Cost $106.48 Unrealized +0.2%
ZM ZOOM COMMUNICATIONS INC CL A 0.1%
Value ($000) $2,869 (-8.7%) Shares 33,247 (-12.7%) Est. Cost $107.63 Unrealized -21.8%
RIG TRANSOCEAN LTD REGISTERED SHS 0.1%
Value ($000) $2,693 (+11.2%) Shares 652,018 (-16.0%) Est. Cost $3.20 Unrealized +21.2%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1,924 (+16.2%) Shares 24,037 (-4.1%) Est. Cost $59.88 Unrealized
KFY KORN FERRY COM NEW 0.0%
Value ($000) $2,406 (-9.7%) Shares 36,450 (-4.3%) Est. Cost $65.30 Unrealized +2.4%
SAP SAP SE SPON ADR 0.0%
Value ($000) $1,849 (-12.3%) Shares 7,610 (-3.5%) Est. Cost $259.84 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $704 (-26.6%) Shares 26,303 (-27.0%) Est. Cost $39.16 Unrealized -34.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $2,915 (-8.0%) Shares 40,820 (-5.3%) Est. Cost $3920.87 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $902 (-21.9%) Shares 17,873 (-21.7%) Est. Cost $50.66 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $1,797 (+15.9%) Shares 18,000 (-2.2%) Est. Cost $52.90 Unrealized +70.5%
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $3,274 (-7.0%) Shares 50,511 (-9.1%) Est. Cost $55.86 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $2,565 (-8.6%) Shares 45,499 (-1.5%) Est. Cost $52.27 Unrealized +9.7%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $665 (-26.7%) Shares 66,531 (-34.2%) Est. Cost $11.42 Unrealized -19.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $31 (-88.3%) Shares 100 (-90.9%) Est. Cost $183.07 Unrealized +56.4%
F FORD MTR CO COM 0.1%
Value ($000) $3,371 (+7.4%) Shares 256,922 (-2.1%) Est. Cost $9.45 Unrealized +35.8%
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $11,563 (-1.9%) Shares 192,178 (-6.3%) Est. Cost $55.03 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $345 (-39.2%) Shares 1,508 (-17.6%) Est. Cost $356.20 Unrealized -27.2%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $253 (-46.4%) Shares 3,812 (-47.5%) Est. Cost $61.24 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $1,308 (+20.0%) Shares 72,368 (-4.2%) Est. Cost $13.30 Unrealized +21.8%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1,145 (-16.0%) Shares 2,438 (-11.7%) Est. Cost $474.04 Unrealized -6.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $1,610 (-11.7%) Shares 13,228 (-12.6%) Est. Cost $118.49 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $769 (-21.8%) Shares 17,632 (-22.7%) Est. Cost $43.47 Unrealized -5.3%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $484 (-30.3%) Shares 52,170 (-23.6%) Est. Cost $15.12 Unrealized -35.1%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $480 (-30.1%) Shares 10,286 (-31.2%) Est. Cost $44.29 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1,407 (+16.3%) Shares 10,599 (-9.4%) Est. Cost $101.78 Unrealized +9.6%
ETSY ETSY INC COM 0.0%
Value ($000) $393 (-33.4%) Shares 7,088 (-20.2%) Est. Cost $51.86 Unrealized +17.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1,074 (-15.3%) Shares 15,697 (-10.8%) Est. Cost $80.76 Unrealized -14.4%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $2,435 (+8.7%) Shares 15,527 (-2.4%) Est. Cost $177.45 Unrealized -19.3%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $252 (-43.4%) Shares 8,972 (-34.4%) Est. Cost $26.47 Unrealized +10.7%
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $403 (-32.2%) Shares 7,331 (-34.4%) Est. Cost $48.71 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $1,834 (-9.2%) Shares 8,772 (-9.1%) Est. Cost $330.04 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $611 (-23.1%) Shares 15,123 (-9.2%) Est. Cost $52.22 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $1,171 (-13.3%) Shares 8,837 (-2.0%) Est. Cost $122.32 Unrealized +19.7%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $1,011 (-15.1%) Shares 94,327 (-22.4%) Est. Cost $9.71 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $730 (-19.7%) Shares 7,237 (-1.8%) Est. Cost $122.24 Unrealized -11.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $494 (-26.5%) Shares 9,417 (-9.2%) Est. Cost $82.29 Unrealized -27.2%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $497 (-26.3%) Shares 3,576 (-25.9%) Est. Cost $129.41 Unrealized +2.8%
MRSH MARSH COM 0.0%
Value ($000) $1,306 (-11.8%) Shares 7,037 (-4.2%) Est. Cost $204.12 Unrealized -8.7%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $1,517 (-10.3%) Shares 5,318 (-3.3%) Est. Cost $250.51 Unrealized +17.0%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $514 (-24.7%) Shares 10,932 (-26.7%) Est. Cost $41.75 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $2,556 (+7.1%) Shares 32,489 (-3.4%) Est. Cost $57.43 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $256 (-39.4%) Shares 9,992 (-31.9%) Est. Cost $28.79 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $165 (-49.5%) Shares 4,300 (-54.7%) Est. Cost $37.48 Unrealized -3.8%
SNAP SNAP INC CL A 0.0%
Value ($000) $396 (-28.4%) Shares 49,020 (-31.6%) Est. Cost $8.30 Unrealized -4.7%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $692 (-18.5%) Shares 109,838 (-10.6%) Est. Cost $6.08 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $256 (-37.9%) Shares 441 (-25.4%) Est. Cost $699.24 Unrealized -10.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $398 (-27.8%) Shares 7,540 (-18.4%) Est. Cost $49.36 Unrealized +12.5%
TGT TARGET CORP COM 0.1%
Value ($000) $2,895 (+5.6%) Shares 29,614 (-3.1%) Est. Cost $121.68 Unrealized -24.7%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $7,208 (-2.1%) Shares 1,346 (-1.2%) Est. Cost $3403.24 Unrealized +51.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $213 (-41.5%) Shares 1,200 (-40.0%) Est. Cost $48.27 Unrealized +275.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $312 (-32.6%) Shares 1,600 (-27.3%) Est. Cost $195.74 Unrealized -0.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $101 (-60.0%) Shares 200 (-60.0%) Est. Cost $433.07 Unrealized +14.9%
MDB MONGODB INC CL A 0.0%
Value ($000) $895 (+20.2%) Shares 2,134 (-11.1%) Est. Cost $185.58 Unrealized +96.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $313 (-32.3%) Shares 2,294 (-33.3%) Est. Cost $112.14 Unrealized +16.6%
ONDS ONDAS INC COM NEW 0.0%
Value ($000) $362 (-29.2%) Shares 37,091 (-44.0%) Est. Cost $1.12 Unrealized +619.1%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $530 (-22.0%) Shares 2,113 (-10.8%) Est. Cost $222.77 Unrealized +19.0%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $852 (-14.6%) Shares 19,933 (-4.7%) Est. Cost $30.25 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $284 (-33.2%) Shares 5,010 (-13.9%) Est. Cost $87.14 Unrealized -28.5%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1,812 (-7.2%) Shares 24,396 (-7.2%) Est. Cost $70.83 Unrealized -1.3%
IMMR IMMERSION CORP COM 0.0%
Value ($000) $168 (-45.4%) Shares 24,741 (-41.0%) Est. Cost $8.16 Unrealized -16.9%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $2,717 (+5.3%) Shares 47,983 (-1.3%) Est. Cost $43.10 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value ($000) $341 (-28.4%) Shares 5,892 (-29.8%) Est. Cost $51.72 Unrealized
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value ($000) $1,108 (-10.9%) Shares 73,496 (-7.6%) Est. Cost $18.93 Unrealized -11.0%
NEM NEWMONT CORP COM 0.1%
Value ($000) $7,461 (+1.8%) Shares 74,720 (-14.1%) Est. Cost $52.90 Unrealized +70.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $882 (-12.8%) Shares 13,841 (-12.1%) Est. Cost $54.14 Unrealized +13.3%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $520 (-19.7%) Shares 1,018 (-7.9%) Est. Cost $523.75 Unrealized +0.6%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $1,682 (-7.0%) Shares 31,886 (-1.5%) Est. Cost $57.59 Unrealized -7.8%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $807 (-13.4%) Shares 1,319 (-8.1%) Est. Cost $438.55 Unrealized +47.6%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $1,032 (-10.7%) Shares 16,550 (-9.0%) Est. Cost $61.72 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $154 (-44.5%) Shares 13,068 (-25.4%) Est. Cost $14.36 Unrealized -10.9%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $418 (-22.6%) Shares 21,571 (-22.8%) Est. Cost $17.55 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $3,252 (+3.9%) Shares 40,983 (-1.3%) Est. Cost $66.19 Unrealized +18.9%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $275 (-30.1%) Shares 1,703 (-30.9%) Est. Cost $178.28 Unrealized -13.1%
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $1,196 (-9.0%) Shares 29,959 (-10.6%) Est. Cost $31.56 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $583 (-16.8%) Shares 22,616 (-6.6%) Est. Cost $23.39 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $4,635 (-2.4%) Shares 28,952 (-5.4%) Est. Cost $96.62 Unrealized +68.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $2,053 (-5.2%) Shares 35,032 (-1.1%) Est. Cost $53.40 Unrealized +11.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $214 (-34.5%) Shares 3,220 (-33.6%) Est. Cost $78.75 Unrealized -17.9%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $37 (-75.0%) Shares 200 (-75.0%) Est. Cost $121.54 Unrealized +53.1%
DOW DOW INC COM 0.0%
Value ($000) $412 (-21.4%) Shares 17,607 (-22.9%) Est. Cost $41.16 Unrealized -44.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1,799 (+6.6%) Shares 15,940 (-2.0%) Est. Cost $102.88 Unrealized +3.5%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $994 (+12.6%) Shares 76,316 (-6.1%) Est. Cost $10.60 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $1,153 (-8.8%) Shares 8,945 (-10.4%) Est. Cost $97.77 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $2,172 (-4.9%) Shares 57,362 (-3.8%) Est. Cost $34.40 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1,013 (-9.9%) Shares 58,385 (-10.3%) Est. Cost $14.68 Unrealized +10.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1,373 (+8.7%) Shares 19,781 (-11.1%) Est. Cost $46.89 Unrealized +33.2%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $227 (-32.5%) Shares 4,389 (-2.9%) Est. Cost $31.01 Unrealized +97.1%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $1,081 (-9.1%) Shares 18,289 (-3.6%) Est. Cost $49.76 Unrealized +13.1%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1,499 (-6.7%) Shares 9,412 (-5.1%) Est. Cost $73.44 Unrealized +125.1%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $182 (-36.2%) Shares 14,389 (-4.2%) Est. Cost $10.34 Unrealized +65.5%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $270 (-27.5%) Shares 5,158 (-30.8%) Est. Cost $51.59 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.0%
Value ($000) $1,276 (-7.4%) Shares 13,673 (-9.7%) Est. Cost $85.16 Unrealized
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $264 (-27.5%) Shares 2,074 (-28.4%) Est. Cost $70.83 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1,117 (-8.2%) Shares 22,204 (-8.6%) Est. Cost $49.66 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $581 (-14.5%) Shares 2,605 (-8.8%) Est. Cost $238.78 Unrealized -4.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $793 (-11.1%) Shares 7,620 (-11.9%) Est. Cost $194.44 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $3,175 (+3.2%) Shares 11,834 (-5.2%) Est. Cost $301.13 Unrealized -15.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1,610 (-5.6%) Shares 13,800 (-17.9%) Est. Cost $71.84 Unrealized +44.3%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $650 (-12.3%) Shares 14,085 (-8.4%) Est. Cost $36.57 Unrealized +25.3%
LZ LEGALZOOM COM INC COM 0.0%
Value ($000) $704 (-11.2%) Shares 70,866 (-7.2%) Est. Cost $8.98 Unrealized +10.5%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $1,792 (-4.7%) Shares 16,236 (-8.2%) Est. Cost $92.43 Unrealized +19.7%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $321 (-21.5%) Shares 58,699 (-11.0%) Est. Cost $11.72 Unrealized -50.9%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $411 (-17.6%) Shares 2,182 (-32.3%) Est. Cost $152.05 Unrealized +6.9%
SPSC SPS COMM INC COM 0.0%
Value ($000) $473 (-15.5%) Shares 5,302 (-1.3%) Est. Cost $143.13 Unrealized -35.2%
INTU INTUIT COM 0.0%
Value ($000) $1,570 (-5.2%) Shares 2,369 (-2.3%) Est. Cost $533.36 Unrealized +23.9%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $1,608 (-5.1%) Shares 13,814 (-3.7%) Est. Cost $103.50 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $1,403 (-5.6%) Shares 14,044 (-5.3%) Est. Cost $98.48 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $602 (-12.2%) Shares 13,820 (-9.3%) Est. Cost $39.55 Unrealized +14.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $3,525 (+2.4%) Shares 16,886 (-1.4%) Est. Cost $172.99 Unrealized +11.4%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $422 (-16.3%) Shares 1,626 (-6.9%) Est. Cost $263.84 Unrealized +5.1%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value ($000) $614 (-11.7%) Shares 15,692 (-13.4%) Est. Cost $36.43 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $370 (-17.9%) Shares 3,809 (-32.4%) Est. Cost $74.99 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $179 (-31.1%) Shares 700 (-30.0%) Est. Cost $256.46 Unrealized +1.9%
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value ($000) $205 (-28.1%) Shares 4,622 (-29.3%) Est. Cost $43.63 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $490 (-14.0%) Shares 10,300 (-15.6%) Est. Cost $41.98 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $639 (-10.9%) Shares 8,032 (-10.9%) Est. Cost $75.46 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $305 (-20.4%) Shares 905 (-4.5%) Est. Cost $376.01 Unrealized -5.0%
YOU CLEAR SECURE INC COM CL A 0.0%
Value ($000) $1,420 (-5.1%) Shares 40,487 (-9.7%) Est. Cost $22.87 Unrealized +48.5%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $831 (+10.0%) Shares 34,048 (-10.2%) Est. Cost $21.94 Unrealized +5.4%
KKR KKR & CO INC COM 0.0%
Value ($000) $2,471 (-3.0%) Shares 19,387 (-1.1%) Est. Cost $108.16 Unrealized +14.9%
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW 0.0%
Value ($000) $1,178 (-6.0%) Shares 102,945 (-1.5%) Est. Cost $8.03 Unrealized +44.3%
DY DYCOM INDS INC COM 0.0%
Value ($000) $1,549 (+5.0%) Shares 4,583 (-9.3%) Est. Cost $210.81 Unrealized +49.6%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $300 (-19.6%) Shares 1,300 (-23.5%) Est. Cost $172.08 Unrealized +33.0%
PODD INSULET CORP COM 0.0%
Value ($000) $495 (-12.8%) Shares 1,741 (-5.3%) Est. Cost $238.41 Unrealized +31.1%
IPAY AMPLIFY DIGITAL PAYMENTS ETF 0.0%
Value ($000) $503 (-12.5%) Shares 9,666 (-4.0%) Est. Cost $53.21 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $364 (+24.4%) Shares 23,730 (-8.8%) Est. Cost $14.88 Unrealized -9.3%
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.0%
Value ($000) $521 (-11.9%) Shares 4,223 (-13.8%) Est. Cost $120.66 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $326 (+27.2%) Shares 7,486 (-4.3%) Est. Cost $25.15 Unrealized +48.8%
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $953 (-6.8%) Shares 28,426 (-8.7%) Est. Cost $29.84 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $1,449 (+4.9%) Shares 5,400 (-3.6%) Est. Cost $301.13 Unrealized -15.6%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $1,621 (-4.0%) Shares 25,653 (-4.4%) Est. Cost $60.51 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $334 (-16.8%) Shares 3,347 (-11.1%) Est. Cost $98.23 Unrealized +2.8%
CUBE CUBESMART COM 0.0%
Value ($000) $467 (-12.5%) Shares 12,960 (-1.3%) Est. Cost $47.72 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $790 (+9.0%) Shares 78,144 (-3.3%) Est. Cost $6.92 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $3,509 (-1.8%) Shares 42,369 (-1.7%) Est. Cost $82.41 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $339 (-15.9%) Shares 3,524 (-6.3%) Est. Cost $94.34 Unrealized
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $512 (-11.1%) Shares 4,969 (-4.3%) Est. Cost $102.50 Unrealized
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $354 (-15.3%) Shares 6,008 (-5.0%) Est. Cost $58.69 Unrealized +4.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2,049 (-3.0%) Shares 18,640 (-1.8%) Est. Cost $110.57 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $1,080 (+6.2%) Shares 52,301 (-3.8%) Est. Cost $17.08 Unrealized +8.2%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $159 (-28.4%) Shares 38,840 (-14.5%) Est. Cost $4.96 Unrealized -0.2%
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.0%
Value ($000) $823 (-7.1%) Shares 15,326 (-8.9%) Est. Cost $44.23 Unrealized
DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 0.0%
Value ($000) $1,738 (-3.5%) Shares 36,720 (-5.2%) Est. Cost $43.32 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $389 (-13.6%) Shares 1,245 (-2.9%) Est. Cost $344.03 Unrealized -5.1%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $110 (-35.7%) Shares 44,391 (-42.0%) Est. Cost $2.33 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $353 (-14.7%) Shares 794 (-4.5%) Est. Cost $479.43 Unrealized -3.6%
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $403 (-13.1%) Shares 9,757 (-14.7%) Est. Cost $38.11 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $254 (-19.1%) Shares 1,914 (-8.9%) Est. Cost $237.97 Unrealized -38.2%
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND 0.0%
Value ($000) $531 (-10.1%) Shares 9,050 (-12.1%) Est. Cost $49.05 Unrealized
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $952 (-5.9%) Shares 18,404 (-8.8%) Est. Cost $42.13 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $393 (-13.0%) Shares 9,078 (-2.8%) Est. Cost $52.94 Unrealized -12.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $45 (-56.1%) Shares 5,000 (-10.7%) Est. Cost $18.65 Unrealized -20.9%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $712 (-7.4%) Shares 21,226 (-7.8%) Est. Cost $41.47 Unrealized -18.5%
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $2,760 (-2.0%) Shares 23,443 (-1.5%) Est. Cost $96.13 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $362 (-13.5%) Shares 17,097 (-12.5%) Est. Cost $22.47 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $808 (-6.3%) Shares 16,166 (-6.7%) Est. Cost $190.57 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $1,244 (-4.2%) Shares 24,114 (-2.9%) Est. Cost $49.98 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $650 (-7.7%) Shares 2,996 (-3.1%) Est. Cost $206.58 Unrealized +3.4%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $1,153 (-4.4%) Shares 13,382 (-7.5%) Est. Cost $65.54 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2,109 (-2.4%) Shares 60,711 (-3.2%) Est. Cost $35.33 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $2,270 (+2.4%) Shares 14,102 (-5.5%) Est. Cost $69.23 Unrealized +131.9%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $70 (-42.5%) Shares 600 (-50.0%) Est. Cost $71.84 Unrealized +44.3%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $252 (-17.0%) Shares 4,202 (-23.5%) Est. Cost $54.81 Unrealized
MMLG FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF 0.0%
Value ($000) $310 (-13.6%) Shares 8,738 (-11.7%) Est. Cost $16.52 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $120 (-28.9%) Shares 1,200 (-40.0%) Est. Cost $52.90 Unrealized +70.5%
XMTR XOMETRY INC CLASS A COM 0.0%
Value ($000) $714 (+7.3%) Shares 12,002 (-1.7%) Est. Cost $31.82 Unrealized +77.1%
AZZ AZZ INC COM 0.0%
Value ($000) $625 (-7.1%) Shares 5,833 (-5.4%) Est. Cost $88.02 Unrealized +17.5%
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $396 (-10.7%) Shares 3,181 (-8.9%) Est. Cost $89.99 Unrealized +30.7%
MMS MAXIMUS INC COM 0.0%
Value ($000) $424 (-10.1%) Shares 4,916 (-4.8%) Est. Cost $70.43 Unrealized +21.4%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $316 (-13.0%) Shares 4,077 (-6.7%) Est. Cost $96.72 Unrealized -17.0%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $367 (-11.2%) Shares 8,172 (-13.2%) Est. Cost $40.29 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $614 (-7.0%) Shares 1,000 (-9.1%) Est. Cost $9107.07 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $521 (-8.1%) Shares 12,957 (-9.7%) Est. Cost $31.09 Unrealized
PSCE INVESCO S&P SMALLCAP ENERGY ETF 0.0%
Value ($000) $215 (-17.7%) Shares 4,992 (-18.4%) Est. Cost $41.94 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $201 (-18.2%) Shares 393 (-23.7%) Est. Cost $477.72 Unrealized +2.0%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $903 (-4.7%) Shares 24,161 (-3.7%) Est. Cost $37.25 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $90 (-32.6%) Shares 200 (-33.3%) Est. Cost $299.22 Unrealized +48.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1,518 (-2.8%) Shares 34,092 (-11.9%) Est. Cost $31.54 Unrealized +30.5%
DK DELEK US HLDGS INC NEW COM 0.0%
Value ($000) $294 (-12.8%) Shares 9,913 (-5.1%) Est. Cost $16.53 Unrealized +115.4%
TOST TOAST INC CL A 0.0%
Value ($000) $229 (-15.6%) Shares 6,452 (-13.2%) Est. Cost $43.41 Unrealized -17.0%
NXT NEXTPOWER INC CLASS A COM 0.0%
Value ($000) $1,800 (+2.4%) Shares 20,661 (-13.0%) Est. Cost $50.41 Unrealized +79.9%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $487 (-7.9%) Shares 10,509 (-8.1%) Est. Cost $46.18 Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value ($000) $1,423 (-2.8%) Shares 50,376 (-4.9%) Est. Cost $21.80 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $208 (-16.0%) Shares 3,804 (-6.9%) Est. Cost $55.11 Unrealized -0.6%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $240 (-14.0%) Shares 12,650 (-15.4%) Est. Cost $15.57 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $585 (-6.1%) Shares 23,101 (-5.1%) Est. Cost $25.09 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $1,060 (-3.4%) Shares 20,721 (-4.3%) Est. Cost $50.44 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $226 (-14.2%) Shares 4,308 (-6.8%) Est. Cost $53.30 Unrealized +0.3%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $246 (-13.2%) Shares 4,065 (-10.1%) Est. Cost $61.28 Unrealized
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.0%
Value ($000) $251 (-12.9%) Shares 3,454 (-14.7%) Est. Cost $61.15 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $501 (-6.9%) Shares 3,772 (-7.3%) Est. Cost $148.75 Unrealized -7.5%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $317 (-10.4%) Shares 7,687 (-9.7%) Est. Cost $41.37 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $773 (+4.9%) Shares 2,205 (-3.4%) Est. Cost $410.70 Unrealized -18.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $480 (-6.9%) Shares 10,247 (-11.4%) Est. Cost $33.73 Unrealized +29.4%
CNA CNA FINL CORP COM 0.0%
Value ($000) $465 (-7.0%) Shares 9,740 (-9.5%) Est. Cost $46.29 Unrealized -0.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $63 (-35.6%) Shares 200 (-50.0%) Est. Cost $183.07 Unrealized +56.4%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $326 (+11.6%) Shares 4,495 (-24.6%) Est. Cost $28.95 Unrealized +146.5%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $381 (-8.2%) Shares 1,861 (-10.6%) Est. Cost $165.41 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $51 (-39.6%) Shares 100 (-50.0%) Est. Cost $266.06 Unrealized +75.3%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $479 (-6.5%) Shares 11,452 (-6.1%) Est. Cost $46.31 Unrealized
USMF WISDOMTREE U.S. MULTIFACTOR FUND 0.0%
Value ($000) $538 (-5.8%) Shares 10,488 (-4.0%) Est. Cost $49.62 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $250 (-11.4%) Shares 2,278 (-20.5%) Est. Cost $96.91 Unrealized +4.4%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $2,382 (-1.3%) Shares 80,452 (-3.0%) Est. Cost $41.64 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $25 (-56.0%) Shares 500 (-50.0%) Est. Cost $51.78 Unrealized +3.7%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $599 (-5.0%) Shares 17,996 (-2.6%) Est. Cost $34.16 Unrealized
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $894 (-3.3%) Shares 10,445 (-3.1%) Est. Cost $53.82 Unrealized +66.2%
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value ($000) $711 (-4.1%) Shares 21,536 (-6.5%) Est. Cost $24.03 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $275 (-9.7%) Shares 2,535 (-16.7%) Est. Cost $61.57 Unrealized +64.8%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $636 (-4.4%) Shares 17,271 (-3.7%) Est. Cost $36.09 Unrealized
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.0%
Value ($000) $816 (-3.5%) Shares 10,222 (-5.3%) Est. Cost $53.03 Unrealized
EPS WISDOMTREE U.S. LARGECAP FUND 0.0%
Value ($000) $963 (-2.9%) Shares 13,589 (-5.6%) Est. Cost $59.85 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $297 (+10.8%) Shares 5,586 (-31.4%) Est. Cost $34.60 Unrealized +18.1%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value ($000) $728 (-3.8%) Shares 15,353 (-3.6%) Est. Cost $48.08 Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $276 (-9.4%) Shares 3,304 (-12.2%) Est. Cost $85.57 Unrealized -6.9%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $405 (-6.6%) Shares 1,600 (-4.3%) Est. Cost $203.97 Unrealized +24.8%
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $783 (-3.4%) Shares 5,222 (-1.6%) Est. Cost $115.51 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $463 (-5.6%) Shares 7,714 (-7.6%) Est. Cost $55.89 Unrealized +5.0%
ACT ENACT HLDGS INC COM 0.0%
Value ($000) $303 (-8.3%) Shares 7,652 (-11.3%) Est. Cost $32.77 Unrealized +14.5%
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value ($000) $268 (-9.2%) Shares 1,434 (-4.1%) Est. Cost $152.39 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 (-73.8%) Shares 500 (-68.8%) Est. Cost $27.93 Unrealized -28.4%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $384 (-6.5%) Shares 2,936 (-5.7%) Est. Cost $100.30 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $705 (+3.9%) Shares 82,011 (-1.8%) Est. Cost $3321.22 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $580 (-4.3%) Shares 4,461 (-1.1%) Est. Cost $21343.40 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $114 (-18.6%) Shares 57,816 (-3.7%) Est. Cost $4.14 Unrealized -37.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,915 (-1.3%) Shares 36,206 (-1.1%) Est. Cost $51.16 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $676 (+3.9%) Shares 9,295 (-3.5%) Est. Cost $58.39 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $1,201 (-2.1%) Shares 47,144 (-1.7%) Est. Cost $25.51 Unrealized
ILDR FIRST TRUST INNOVATION LEADERS ETF 0.0%
Value ($000) $218 (-10.3%) Shares 6,611 (-12.0%) Est. Cost $32.39 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $236 (-9.6%) Shares 1,408 (-7.9%) Est. Cost $160.05 Unrealized +7.7%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $223 (-9.8%) Shares 4,425 (-7.8%) Est. Cost $50.25 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $368 (-5.4%) Shares 277 (-6.1%) Est. Cost $1298.13 Unrealized +1.0%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $841 (-2.3%) Shares 5,263 (-1.8%) Est. Cost $133.83 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $2,371 (-0.8%) Shares 41,551 (-2.8%) Est. Cost $53.64 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $691 (+2.9%) Shares 8,700 (-2.4%) Est. Cost $52.86 Unrealized
NEWT NEWTEKONE INC COM NEW 0.0%
Value ($000) $191 (-9.2%) Shares 16,827 (-8.4%) Est. Cost $18.84 Unrealized -42.1%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1,388 (+1.4%) Shares 21,668 (-5.6%) Est. Cost $68.60 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $416 (-4.4%) Shares 9,232 (-6.7%) Est. Cost $32.71 Unrealized +33.6%
INTC INTEL CORP COM 0.0%
Value ($000) $15 (-56.0%) Shares 400 (-60.0%) Est. Cost $32.92 Unrealized +14.7%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $385 (-4.7%) Shares 1,896 (-7.1%) Est. Cost $157.76 Unrealized +22.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1,933 (+1.0%) Shares 4,141 (-7.8%) Est. Cost $320.29 Unrealized +44.8%
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT 0.0%
Value ($000) $1,525 (+1.2%) Shares 56,537 (-3.2%) Est. Cost $23.56 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $1,020 (-1.7%) Shares 10,956 (-1.5%) Est. Cost $93.41 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $1,387 (-1.3%) Shares 17,668 (-2.2%) Est. Cost $76.15 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $372 (-4.4%) Shares 13,521 (-1.5%) Est. Cost $25.98 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $516 (-3.2%) Shares 5,942 (-5.8%) Est. Cost $46.44 Unrealized +126.3%
MTZ MASTEC INC COM 0.0%
Value ($000) $917 (-1.8%) Shares 4,219 (-3.9%) Est. Cost $144.03 Unrealized +45.7%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $1,102 (-1.5%) Shares 58,573 (-1.0%) Est. Cost $14.70 Unrealized +22.7%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $229 (-6.7%) Shares 16,352 (-14.9%) Est. Cost $13.21 Unrealized +1.7%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $217 (-7.0%) Shares 721 (-11.0%) Est. Cost $318.77 Unrealized -8.9%
FLEX FLEX LTD ORD 0.0%
Value ($000) $1,057 (+1.5%) Shares 17,492 (-2.6%) Est. Cost $43.55 Unrealized +41.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $371 (-4.0%) Shares 7,923 (-4.0%) Est. Cost $40.71 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1,219 (-1.2%) Shares 43,147 (-14.0%) Est. Cost $26.26 Unrealized +0.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $405 (-3.6%) Shares 11,965 (-9.0%) Est. Cost $31.32 Unrealized +3.5%
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value ($000) $817 (-1.8%) Shares 32,065 (-2.5%) Est. Cost $25.29 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $1,509 (-0.9%) Shares 8,968 (-1.1%) Est. Cost $61993.12 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $347 (-4.0%) Shares 6,996 (-3.3%) Est. Cost $47.01 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $1,217 (-1.1%) Shares 49,132 (-1.3%) Est. Cost $25.44 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $261 (-5.0%) Shares 2,442 (-5.0%) Est. Cost $106.78 Unrealized
XJAN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY 0.0%
Value ($000) $1,694 (+0.8%) Shares 45,979 (-1.4%) Est. Cost $31.92 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $226 (-5.7%) Shares 5,897 (-4.6%) Est. Cost $37.44 Unrealized +3.8%
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $236 (-5.4%) Shares 2,281 (-14.9%) Est. Cost $67.22 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $268 (-4.8%) Shares 1,026 (-19.6%) Est. Cost $191.94 Unrealized +31.4%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $2,059 (+0.7%) Shares 36,245 (-2.0%) Est. Cost $46.50 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $219 (-5.6%) Shares 3,253 (-13.8%) Est. Cost $74.22 Unrealized -13.2%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $248 (+5.4%) Shares 6,422 (-3.2%) Est. Cost $34.09 Unrealized +5.9%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $706 (-1.7%) Shares 1,044 (-7.2%) Est. Cost $520.55 Unrealized +30.8%
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value ($000) $862 (-1.4%) Shares 14,333 (-2.8%) Est. Cost $573.99 Unrealized
REI RING ENERGY INC COM 0.0%
Value ($000) $10 (-55.1%) Shares 11,552 (-43.7%) Est. Cost $1.70 Unrealized -43.9%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $2,557 (-0.5%) Shares 31,004 (-1.1%) Est. Cost $68.89 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $55 (-17.8%) Shares 300 (-25.0%) Est. Cost $127.30 Unrealized +36.2%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $94 (-11.2%) Shares 36,134 (-5.7%) Est. Cost $3.67 Unrealized -30.7%
NOV NOV INC COM 0.0%
Value ($000) $114 (-9.4%) Shares 7,300 (-23.2%) Est. Cost $12.63 Unrealized +17.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $82 (-12.5%) Shares 11,727 (-3.4%) Est. Cost $9.65 Unrealized -18.9%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $9 (-55.2%) Shares 11,415 (-32.9%) Est. Cost $2.62 Unrealized -59.4%
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value ($000) $600 (-1.9%) Shares 15,160 (-1.4%) Est. Cost $38.28 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $498 (-2.1%) Shares 4,176 (-1.9%) Est. Cost $117.77 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $1,099 (+0.9%) Shares 10,777 (-1.5%) Est. Cost $94.75 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $201 (-4.8%) Shares 5,492 (-11.0%) Est. Cost $34.16 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $1,537 (+0.6%) Shares 14,825 (-1.6%) Est. Cost $129.76 Unrealized -27.8%
PDM PIEDMONT REALTY TRUST INC COM CL A 0.0%
Value ($000) $105 (-8.4%) Shares 12,570 (-1.2%) Est. Cost $8.94 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $1,555 (+0.6%) Shares 33,146 (-3.0%) Est. Cost $54.39 Unrealized
CIM CHIMERA INVT CORP COM SHS 0.0%
Value ($000) $126 (-6.9%) Shares 10,173 (-1.0%) Est. Cost $12.80 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $232 (-3.7%) Shares 1,256 (-3.9%) Est. Cost $168.80 Unrealized +9.8%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $458 (+2.0%) Shares 815 (-6.6%) Est. Cost $300.23 Unrealized +89.1%
AME AMETEK INC COM 0.0%
Value ($000) $394 (+2.2%) Shares 1,921 (-6.4%) Est. Cost $183.47 Unrealized +5.9%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $208 (+4.1%) Shares 14,493 (-4.8%) Est. Cost $10.99 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $248 (-3.1%) Shares 1,516 (-1.6%) Est. Cost $166.22 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $405 (+2.0%) Shares 3,579 (-1.8%) Est. Cost $99.65 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $565 (-1.4%) Shares 5,379 (-3.0%) Est. Cost $92.34 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $347 (-2.2%) Shares 7,379 (-2.4%) Est. Cost $46.96 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $289 (-2.5%) Shares 3,118 (-1.5%) Est. Cost $86.08 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $901 (+0.8%) Shares 97,703 (-1.1%) Est. Cost $9.39 Unrealized
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value ($000) $798 (-0.9%) Shares 20,310 (-3.3%) Est. Cost $34.69 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $825 (+0.8%) Shares 21,812 (-2.2%) Est. Cost $34.43 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value ($000) $463 (+1.2%) Shares 8,663 (-1.1%) Est. Cost $51.16 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $829 (+0.6%) Shares 17,273 (-7.8%) Est. Cost $41.05 Unrealized +13.9%
EGY VAALCO ENERGY INC COM NEW 0.0%
Value ($000) $37 (-11.5%) Shares 10,073 (-2.3%) Est. Cost $3.76 Unrealized -2.5%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $230 (-2.0%) Shares 107 (-18.3%) Est. Cost $1968.02 Unrealized -4.3%
MCW MISTER CAR WASH INC COM 0.0%
Value ($000) $818 (+0.5%) Shares 147,061 (-3.6%) Est. Cost $7.75 Unrealized -32.1%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $9 (-29.6%) Shares 1,700 (-15.0%) Est. Cost $5.36 Unrealized +21.9%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $50 (-6.6%) Shares 10,000 (-2.0%) Est. Cost $5.27 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $362 (+0.9%) Shares 3,289 (-2.1%) Est. Cost $113.62 Unrealized -9.2%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $217 (-0.9%) Shares 864 (-3.1%) Est. Cost $240.25 Unrealized +3.5%
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 0.0%
Value ($000) $771 (-0.2%) Shares 31,032 (-1.6%) Est. Cost $15877.08 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $361 (-0.5%) Shares 2,348 (-4.2%) Est. Cost $134.79 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $982 (-0.2%) Shares 7,184 (-8.7%) Est. Cost $93.12 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $760 (-0.2%) Shares 18,314 (-4.0%) Est. Cost $39.88 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $396 (-0.2%) Shares 8,930 (-5.0%) Est. Cost $38.24 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $63 (-1.4%) Shares 11,211 (-4.4%) Est. Cost $5.56 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $586 (-0.1%) Shares 2,129 (-4.7%) Est. Cost $283.69 Unrealized -3.6%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $229 (-0.1%) Shares 4,326 (-2.8%) Est. Cost $47.38 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $330 (+0.0%) Shares 10,038 (-3.2%) Est. Cost $28.65 Unrealized

Unchanged Positions (168)

WDC WESTERN DIGITAL CORP COM 0.1%
Value ($000) $6,601 Shares 38,319 Est. Cost $59.36 Unrealized +155.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $6,274 Shares 12,291 Est. Cost $266.06 Unrealized +75.3%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $3,506 Shares 43,118 Est. Cost $45.40 Unrealized +55.1%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $10,858 Shares 151,966 Est. Cost $3652.12 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $5,062 Shares 6,171 Est. Cost $605.98 Unrealized +34.6%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $3,122 Shares 8,670 Est. Cost $232.74 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $2,108 Shares 53,854 Est. Cost $42.26 Unrealized -1.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1,033 Shares 7,877 Est. Cost $218.75 Unrealized -46.3%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $817 Shares 3,662 Est. Cost $202.76 Unrealized +30.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $7,099 Shares 295,291 Est. Cost $21.36 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $8,288 Shares 19,638 Est. Cost $296.77 Unrealized +48.0%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.1%
Value ($000) $6,808 Shares 94,542 Est. Cost $68.35 Unrealized
CPS COOPER STD HLDGS INC COM 0.0%
Value ($000) $1,666 Shares 50,748 Est. Cost $11.03 Unrealized +195.2%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $2,541 Shares 15,687 Est. Cost $88.32 Unrealized +96.5%
GEN GEN DIGITAL INC COM 0.1%
Value ($000) $3,722 Shares 136,887 Est. Cost $27.66 Unrealized -2.9%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.2%
Value ($000) $9,085 Shares 199,899 Est. Cost $39.54 Unrealized
BHM BLUEROCK HOMES TRUST INC COM CL A 0.0%
Value ($000) $1,207 Shares 113,095 Est. Cost $13.28 Unrealized
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 0.0%
Value ($000) $723 Shares 15,187 Est. Cost $33.26 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $572 Shares 10,945 Est. Cost $47.68 Unrealized -1.9%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.5%
Value ($000) $24,692 Shares 238,866 Est. Cost $81.70 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $1,966 Shares 32,548 Est. Cost $35.07 Unrealized +68.1%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $749 Shares 3,727 Est. Cost $118.92 Unrealized +86.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $1,393 Shares 4,298 Est. Cost $296.94 Unrealized +12.5%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1,317 Shares 21,815 Est. Cost $52.55 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $1,190 Shares 19,826 Est. Cost $54.68 Unrealized +4.8%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $295 Shares 2,698 Est. Cost $148.40 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $266 Shares 1,100 Est. Cost $176.50 Unrealized +78.1%
DOV DOVER CORP COM 0.0%
Value ($000) $554 Shares 2,837 Est. Cost $156.99 Unrealized +15.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $458 Shares 800 Est. Cost $326.24 Unrealized +70.3%
IT GARTNER INC COM 0.0%
Value ($000) $1,634 Shares 6,477 Est. Cost $390.89 Unrealized -38.4%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $967 Shares 1,435 Est. Cost $110.70 Unrealized +469.2%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $358 Shares 1,900 Est. Cost $152.05 Unrealized +6.9%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $226 Shares 2,000 Est. Cost $45.96 Unrealized +183.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $1,019 Shares 2,442 Est. Cost $255.03 Unrealized +68.1%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $1,211 Shares 19,624 Est. Cost $50.14 Unrealized +17.4%
SKY CHAMPION HOMES INC COM 0.0%
Value ($000) $571 Shares 6,758 Est. Cost $63.54 Unrealized +24.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $735 Shares 36,236 Est. Cost $20.91 Unrealized -1.6%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $457 Shares 9,866 Est. Cost $33.52 Unrealized +20.5%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $788 Shares 12,526 Est. Cost $47.71 Unrealized +24.4%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $583 Shares 6,006 Est. Cost $79.17 Unrealized +13.4%
RRC RANGE RES CORP COM 0.0%
Value ($000) $765 Shares 21,701 Est. Cost $35.95 Unrealized +3.6%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $219 Shares 700 Est. Cost $183.96 Unrealized +55.2%
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $1,152 Shares 23,585 Est. Cost $45.53 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $829 Shares 18,683 Est. Cost $36.94 Unrealized +14.4%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $1,141 Shares 24,480 Est. Cost $39.96 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $207 Shares 852 Est. Cost $319.44 Unrealized -16.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $420 Shares 1,700 Est. Cost $261.11 Unrealized -3.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $437 Shares 1,400 Est. Cost $270.82 Unrealized +8.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $5,728 Shares 124,313 Est. Cost $962.47 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $229 Shares 400 Est. Cost $326.24 Unrealized +70.3%
ACEL ACCEL ENTERTAINMENT INC COM CL A1 0.0%
Value ($000) $1,258 Shares 110,211 Est. Cost $11.03 Unrealized -4.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $251 Shares 4,300 Est. Cost $76.24 Unrealized -15.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $583 Shares 10,600 Est. Cost $40.19 Unrealized +31.0%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $554 Shares 16,466 Est. Cost $37.47 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $1,727 Shares 43,600 Est. Cost $36.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1,976 Shares 29,728 Est. Cost $73.91 Unrealized -11.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $529 Shares 29,470 Est. Cost $17.87 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $585 Shares 15,809 Est. Cost $20351.25 Unrealized
XFEB FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $1,307 Shares 36,597 Est. Cost $32.20 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $2,713 Shares 12,845 Est. Cost $55906.50 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $458 Shares 2,223 Est. Cost $131.23 Unrealized +54.2%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $433 Shares 12,464 Est. Cost $33.50 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $179 Shares 30,061 Est. Cost $4.32 Unrealized +37.7%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $798 Shares 15,068 Est. Cost $46.08 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $470 Shares 7,699 Est. Cost $42.45 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $702 Shares 19,050 Est. Cost $31.98 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $881 Shares 4,244 Est. Cost $204.86 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $591 Shares 5,441 Est. Cost $21604.06 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $322 Shares 4,392 Est. Cost $67.63 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $2,696 Shares 42,853 Est. Cost $24057.62 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $791 Shares 9,584 Est. Cost $59.92 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $521 Shares 23,662 Est. Cost $20.50 Unrealized
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.0%
Value ($000) $553 Shares 6,785 Est. Cost $72.75 Unrealized
PPTY US DIVERSIFIED REAL ESTATE ETF 0.0%
Value ($000) $528 Shares 17,544 Est. Cost $33.73 Unrealized
AGNG GLOBAL X AGING POPULATION ETF 0.0%
Value ($000) $256 Shares 7,121 Est. Cost $32.83 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $84 Shares 800 Est. Cost $90.16 Unrealized +3.4%
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.0%
Value ($000) $675 Shares 13,745 Est. Cost $47.50 Unrealized
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 0.0%
Value ($000) $652 Shares 17,622 Est. Cost $34.93 Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $345 Shares 3,203 Est. Cost $16046.77 Unrealized
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $1,009 Shares 12,834 Est. Cost $49.50 Unrealized
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $502 Shares 12,583 Est. Cost $37.73 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $963 Shares 14,361 Est. Cost $55.51 Unrealized +16.3%
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $704 Shares 17,055 Est. Cost $37.32 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $866 Shares 8,988 Est. Cost $85.70 Unrealized
RDW REDWIRE CORPORATION COM 0.0%
Value ($000) $76 Shares 10,006 Est. Cost $10.75 Unrealized -31.7%
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.1%
Value ($000) $2,770 Shares 55,000 Est. Cost $50.43 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $522 Shares 10,947 Est. Cost $46.54 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2,469 Shares 10,726 Est. Cost $99753.31 Unrealized
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $271 Shares 3,746 Est. Cost $59.72 Unrealized
CTOR CITIUS ONCOLOGY INC COM 0.0%
Value ($000) $12 Shares 11,666 Est. Cost $4.35 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $367 Shares 8,780 Est. Cost $38.28 Unrealized +11.4%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $696 Shares 18,043 Est. Cost $35.97 Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value ($000) $447 Shares 7,900 Est. Cost $49.77 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $204 Shares 1,500 Est. Cost $119.88 Unrealized +19.9%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $1,931 Shares 70,542 Est. Cost $27.22 Unrealized
BLACKROCK ENHANCED GLOBAL COM 0.0%
Value ($000) $878 Shares 74,960 Est. Cost $10.48 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $837 Shares 2,885 Est. Cost $398.67 Unrealized -29.8%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,052 Shares 20,320 Est. Cost $50.19 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $305 Shares 732 Est. Cost $488.04 Unrealized -14.9%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $153.36 Unrealized +46.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $348 Shares 5,602 Est. Cost $10024.78 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $212 Shares 3,395 Est. Cost $61.32 Unrealized -1.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $76 Shares 600 Est. Cost $108.67 Unrealized +29.5%
BLACKROCK INCOME TR INC COM NEW 0.0%
Value ($000) $459 Shares 41,590 Est. Cost $12.28 Unrealized
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $3.83 Unrealized -67.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $188 Shares 400 Est. Cost $318.05 Unrealized +60.1%
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF 0.0%
Value ($000) $1,715 Shares 61,168 Est. Cost $26.63 Unrealized
JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF 0.0%
Value ($000) $235 Shares 5,708 Est. Cost $37.78 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $932 Shares 9,700 Est. Cost $83.42 Unrealized +16.4%
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $1,040 Shares 17,957 Est. Cost $50.61 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $0.29 Unrealized +577.1%
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $1,610 Shares 27,228 Est. Cost $47.62 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $264 Shares 3,401 Est. Cost $68.84 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $305 Shares 4,700 Est. Cost $55.86 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $1,613 Shares 23,223 Est. Cost $91.94 Unrealized -23.8%
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $147 Shares 16,000 Est. Cost $9.75 Unrealized -6.0%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $228 Shares 1,882 Est. Cost $112.32 Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value ($000) $828 Shares 32,879 Est. Cost $58.28 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $290 Shares 5,180 Est. Cost $48.97 Unrealized
SECT MAIN SECTOR ROTATION ETF 0.0%
Value ($000) $244 Shares 3,788 Est. Cost $58.06 Unrealized
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.0%
Value ($000) $240 Shares 5,426 Est. Cost $39.37 Unrealized
DWMF WISDOMTREE INTERNATIONAL MULTIFACTOR FUND 0.0%
Value ($000) $221 Shares 6,791 Est. Cost $31.41 Unrealized
OSEA HARBOR INTERNATIONAL COMPOUNDERS ETF 0.0%
Value ($000) $244 Shares 8,070 Est. Cost $28.80 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $277 Shares 10,453 Est. Cost $50.78 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $1,263 Shares 55,457 Est. Cost $22.57 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $61 Shares 200 Est. Cost $184.47 Unrealized
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $243 Shares 5,928 Est. Cost $33.90 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $1,100 Shares 23,012 Est. Cost $35.57 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $95 Shares 1,200 Est. Cost $66.19 Unrealized +18.9%
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value ($000) $249 Shares 3,911 Est. Cost $45.70 Unrealized +32.9%
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $469 Shares 5,075 Est. Cost $43317.83 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $49 Shares 500 Est. Cost $79.17 Unrealized +13.4%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $3,032 Shares 39,035 Est. Cost $5117.76 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $2,458 Shares 23,628 Est. Cost $23538.35 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $2,111 Shares 23,609 Est. Cost $81.62 Unrealized
YYY AMPLIFY CEF HIGH INCOME ETF 0.0%
Value ($000) $161 Shares 13,981 Est. Cost $11.81 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $46 Shares 3,500 Est. Cost $9.45 Unrealized +35.8%
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.0%
Value ($000) $221 Shares 5,620 Est. Cost $37.21 Unrealized
RSDE FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER 0.0%
Value ($000) $327 Shares 15,000 Est. Cost $20.05 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $538 Shares 10,531 Est. Cost $51.59 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $309 Shares 3,459 Est. Cost $76.62 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $64 Shares 1,800 Est. Cost $37.10 Unrealized +4.3%
BA BOEING CO COM 0.0%
Value ($000) $543 Shares 2,500 Est. Cost $191.52 Unrealized +7.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2,036 Shares 4,151 Est. Cost $499.66 Unrealized -5.2%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $90 Shares 1,000 Est. Cost $99.06 Unrealized -7.3%
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value ($000) $320 Shares 7,001 Est. Cost $46.81 Unrealized
DGXX DIGI PWR X INC COM SUB VTG 0.0%
Value ($000) $30 Shares 11,666 Est. Cost $1.94 Unrealized +93.4%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $800 Shares 15,204 Est. Cost $45.94 Unrealized +14.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $455 Shares 4,000 Est. Cost $115.60 Unrealized -5.3%
BMO BANK MONTREAL MEDIUM COM 0.0%
Value ($000) $218 Shares 1,681 Est. Cost $118.02 Unrealized +7.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $247.41 Unrealized +0.3%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $599 Shares 7,053 Est. Cost $78.08 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $216 Shares 1,934 Est. Cost $104.98 Unrealized
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.0%
Value ($000) $356 Shares 11,810 Est. Cost $23.03 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $54.42 Unrealized +35.6%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $10 Shares 200 Est. Cost $82.29 Unrealized -27.2%
ATKR ATKORE INC COM 0.0%
Value ($000) $254 Shares 4,008 Est. Cost $101.47 Unrealized -36.3%
MFA MFA FINL INC COM 0.0%
Value ($000) $99 Shares 10,621 Est. Cost $9.46 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $263 Shares 3,986 Est. Cost $62.12 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $334 Shares 3,254 Est. Cost $83.28 Unrealized +24.0%
AIEQ AMPLIFY AI POWERED EQUITY ETF 0.0%
Value ($000) $236 Shares 5,222 Est. Cost $42.39 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $44 Shares 500 Est. Cost $137.92 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $245 Shares 9,600 Est. Cost $25.01 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.30 Unrealized -4.7%
ADBE ADOBE INC COM 0.0%
Value ($000) $35 Shares 100 Est. Cost $410.24 Unrealized -17.1%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.91 Unrealized +12.6%
TWO HARBORS INVENTMENT CORPOR 6.25 01/15/2026 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.98 Unrealized
VOYA EMERGING MKTS HIGH DIVID COM 0.0%
Value ($000) $838 Shares 133,618 Est. Cost $5.21 Unrealized