IMG Wealth Management, Inc. Diversified Active

CIK: 0002032103 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 5, 2026

Total Value ($000): $157,469 (100.0% shares, 0.0% debt)

Holdings (586)

New Positions (107)

VTV VANGUARD INDEX FDS 3.3%
Value ($000) $5,159 Shares 27,011 Est. Cost $190.99 Unrealized
SPYM SPDR SERIES TRUST 2.6%
Value ($000) $4,081 Shares 50,871 Est. Cost $80.22 Unrealized
ICSH ISHARES TR 1.6%
Value ($000) $2,518 Shares 49,774 Est. Cost $50.58 Unrealized
QFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $789 Shares 23,017 Est. Cost $34.28 Unrealized
SFLR INNOVATOR ETFS TRUST 0.4%
Value ($000) $689 Shares 18,699 Est. Cost $36.86 Unrealized
BNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $248 Shares 5,588 Est. Cost $44.46 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $182 Shares 4,366 Est. Cost $41.78 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $70 Shares 566 Est. Cost $123.26 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $54 Shares 281 Est. Cost $191.56 Unrealized
PALC PACER FDS TR 0.0%
Value ($000) $44 Shares 834 Est. Cost $52.24 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 675 Est. Cost $45.53 Unrealized
DX DYNEX CAP INC 0.0%
Value ($000) $31 Shares 2,188 Est. Cost $14.01 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 855 Est. Cost $32.57 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 295 Est. Cost $88.49 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 81 Est. Cost $279.14 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 809 Est. Cost $24.04 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $19 Shares 424 Est. Cost $44.37 Unrealized
ZJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $19 Shares 680 Est. Cost $27.36 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $19 Shares 250 Est. Cost $74.07 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $16 Shares 203 Est. Cost $80.37 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $11 Shares 137 Est. Cost $74.65 Unrealized 0.0%
IHF ISHARES TR 0.0%
Value ($000) $10 Shares 206 Est. Cost $47.94 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $9 Shares 73 Est. Cost $120.18 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $9 Shares 13 Est. Cost $630.10 Unrealized 0.0%
IQLT ISHARES TR 0.0%
Value ($000) $8 Shares 178 Est. Cost $45.45 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $8 Shares 9 Est. Cost $817.77 Unrealized 0.0%
VLUE ISHARES TR 0.0%
Value ($000) $8 Shares 56 Est. Cost $136.73 Unrealized
COR CENCORA INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $340.62 Unrealized 0.0%
REAVES UTIL INCOME FD 0.0%
Value ($000) $7 Shares 203 Est. Cost $36.50 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $79.68 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 128 Est. Cost $53.76 Unrealized
MET METLIFE INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $78.93 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $6 Shares 64 Est. Cost $90.20 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $6 Shares 18 Est. Cost $326.48 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $6 Shares 7 Est. Cost $867.08 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $5 Shares 57 Est. Cost $94.58 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $124.53 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $185.56 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $265.71 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 27 Est. Cost $166.68 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $4 Shares 147 Est. Cost $26.91 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $84.91 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $199.00 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $130.05 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $87.17 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $4 Shares 221 Est. Cost $15.92 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $3 Shares 83 Est. Cost $42.62 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $132.57 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 66 Est. Cost $49.89 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $3 Shares 282 Est. Cost $11.44 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.64 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $72.50 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 77 Est. Cost $35.70 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $3 Shares 44 Est. Cost $60.67 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $168.83 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $3 Shares 59 Est. Cost $46.85 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $147.05 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $466.32 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $113.25 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $247.57 Unrealized 0.0%
VICI VICI PPTYS INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $29.30 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $171.51 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $214.59 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $187.24 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $72.74 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $2 Shares 58 Est. Cost $40.85 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $116.54 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $151.55 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $2 Shares 20 Est. Cost $110.64 Unrealized 0.0%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $2 Shares 160 Est. Cost $13.55 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 32 Est. Cost $61.35 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.41 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $189.10 Unrealized 0.0%
USAR USA RARE EARTH INC 0.0%
Value ($000) $2 Shares 163 Est. Cost $19.05 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $2 Shares 119 Est. Cost $17.46 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $2 Shares 107 Est. Cost $16.93 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 29 Est. Cost $64.75 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $2 Shares 40 Est. Cost $47.34 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 7 Est. Cost $249.31 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.90 Unrealized
REG REGENCY CTRS CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $69.47 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 20 Est. Cost $64.40 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1 Shares 9 Est. Cost $143.56 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $107.15 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.84 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $1 Shares 381 Est. Cost $2.54 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.14 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.13 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $187.72 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.58 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $118.97 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $70.46 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.31 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.08 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $165.30 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $621.36 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $170.79 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $133.18 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.11 Unrealized 0.0%
BALL BALL CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.09 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.55 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.67 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.29 Unrealized 0.0%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $0 Shares 9 Est. Cost $40.22 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $335.00 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.08 Unrealized 0.0%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.60 Unrealized 0.0%

Increased Positions (208)

QQQM INVESCO EXCH TRADED FD TR II 2.9%
Value ($000) $4,588 (+74158.9%) Shares 18,139 (+72456.0%) Est. Cost $252.91 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 7.3%
Value ($000) $11,473 (+10.2%) Shares 262,904 (+6.2%) Est. Cost $36.67 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 3.8%
Value ($000) $5,921 (+20.8%) Shares 195,595 (+14.7%) Est. Cost $28.06 Unrealized
FTLS FIRST TR EXCH TRADED FD III 4.0%
Value ($000) $6,269 (+12.6%) Shares 88,307 (+11.0%) Est. Cost $66.60 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 3.5%
Value ($000) $5,466 (+10.0%) Shares 78,682 (+6.5%) Est. Cost $61.20 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 3.6%
Value ($000) $5,601 (+7.6%) Shares 146,156 (+6.7%) Est. Cost $36.25 Unrealized
BOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $440 (+505.2%) Shares 8,899 (+492.9%) Est. Cost $48.38 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,314 (+24.9%) Shares 4,833 (+17.0%) Est. Cost $233.46 Unrealized +14.9%
CGGR CAPITAL GROUP GROWTH ETF 3.7%
Value ($000) $5,861 (+3.8%) Shares 131,804 (+2.5%) Est. Cost $38.43 Unrealized
UNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $488 (+74.4%) Shares 12,822 (+71.8%) Est. Cost $36.06 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $611 (+44.4%) Shares 1,948 (+12.1%) Est. Cost $186.06 Unrealized +53.9%
IVV ISHARES TR 0.3%
Value ($000) $429 (+66.7%) Shares 627 (+62.9%) Est. Cost $633.15 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $326 (+85.6%) Shares 1,042 (+44.1%) Est. Cost $204.23 Unrealized +39.8%
AMZN AMAZON COM INC 0.3%
Value ($000) $489 (+37.2%) Shares 2,118 (+30.5%) Est. Cost $209.60 Unrealized +9.2%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $835 (+17.1%) Shares 4,477 (+17.2%) Est. Cost $140.83 Unrealized +32.2%
UMAR INNOVATOR ETFS TRUST 0.5%
Value ($000) $841 (+16.4%) Shares 21,060 (+13.7%) Est. Cost $36.21 Unrealized
UJAN INNOVATOR ETFS TRUST 1.4%
Value ($000) $2,196 (+5.4%) Shares 50,752 (+2.6%) Est. Cost $39.06 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $286 (+62.8%) Shares 3,195 (+58.9%) Est. Cost $77.39 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $113 (+3040.9%) Shares 1,708 (+3005.5%) Est. Cost $65.98 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $746 (+15.7%) Shares 3,603 (+3.7%) Est. Cost $151.31 Unrealized +30.2%
USEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $289 (+48.8%) Shares 7,343 (+46.3%) Est. Cost $38.79 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $302 (-21.8%) Shares 3,220 (+900.0%) Est. Cost $105.65 Unrealized +2.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $304 (+25.8%) Shares 530 (+4.7%) Est. Cost $386.92 Unrealized +43.6%
TSLA TESLA INC 0.2%
Value ($000) $337 (+21.7%) Shares 750 (+20.4%) Est. Cost $352.00 Unrealized +25.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $530 (+12.8%) Shares 603 (+2.2%) Est. Cost $550.96 Unrealized +47.6%
META META PLATFORMS INC 0.1%
Value ($000) $155 (+58.8%) Shares 235 (+76.7%) Est. Cost $638.62 Unrealized +4.5%
ZDEK INNOVATOR ETFS TRUST 0.2%
Value ($000) $264 (+27.5%) Shares 10,267 (+25.1%) Est. Cost $24.25 Unrealized
UMAY INNOVATOR ETFS TRUST 0.3%
Value ($000) $405 (+16.3%) Shares 11,071 (+14.0%) Est. Cost $33.98 Unrealized
WMT WALMART INC 0.2%
Value ($000) $259 (+27.1%) Shares 2,325 (+17.6%) Est. Cost $90.68 Unrealized +18.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $89 (+159.8%) Shares 83 (+84.4%) Est. Cost $856.79 Unrealized +11.5%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $537 (+10.3%) Shares 1,666 (+8.0%) Est. Cost $236.71 Unrealized +30.8%
V VISA INC 0.2%
Value ($000) $275 (+21.6%) Shares 785 (+18.4%) Est. Cost $316.70 Unrealized +7.5%
AVGO BROADCOM INC 0.1%
Value ($000) $142 (+52.7%) Shares 409 (+45.6%) Est. Cost $260.07 Unrealized +37.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $387 (+13.9%) Shares 3,213 (+6.7%) Est. Cost $107.82 Unrealized +7.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $151 (+41.3%) Shares 301 (+41.3%) Est. Cost $489.35 Unrealized +1.7%
ORCL ORACLE CORP 0.3%
Value ($000) $493 (+9.7%) Shares 2,531 (+58.3%) Est. Cost $194.57 Unrealized +22.3%
NOW SERVICENOW INC 0.0%
Value ($000) $52 (+414.5%) Shares 340 (+2990.9%) Est. Cost $172.09 Unrealized -0.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $53 (+252.7%) Shares 184 (+106.7%) Est. Cost $163.51 Unrealized +40.3%
BDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $654 (+6.0%) Shares 13,199 (+2.5%) Est. Cost $42.91 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $283 (+15.0%) Shares 5,151 (+7.9%) Est. Cost $42.82 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $293 (+13.7%) Shares 989 (+8.3%) Est. Cost $229.29 Unrealized +30.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $100 (+49.3%) Shares 1,293 (+32.6%) Est. Cost $60.64 Unrealized +21.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $828 (+4.0%) Shares 1,712 (+11.4%) Est. Cost $432.27 Unrealized +15.8%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $67 (+88.9%) Shares 390 (+47.7%) Est. Cost $103.58 Unrealized +50.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $200 (+18.4%) Shares 541 (+6.3%) Est. Cost $287.77 Unrealized +24.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $362 (+8.6%) Shares 2,117 (+5.6%) Est. Cost $155.53 Unrealized +9.8%
RTX RTX CORPORATION 0.0%
Value ($000) $46 (+155.7%) Shares 250 (+133.6%) Est. Cost $155.00 Unrealized +11.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $61 (+74.8%) Shares 540 (+75.9%) Est. Cost $106.12 Unrealized +3.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $105 (+33.0%) Shares 1,124 (+19.6%) Est. Cost $73.68 Unrealized +17.6%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $218 (+12.9%) Shares 468 (+3.1%) Est. Cost $349.78 Unrealized +32.6%
KO COCA COLA CO 0.1%
Value ($000) $226 (+12.3%) Shares 3,237 (+6.6%) Est. Cost $64.50 Unrealized +7.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $57 (+77.4%) Shares 99 (+76.8%) Est. Cost $554.72 Unrealized +0.8%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $276 (+9.5%) Shares 1,555 (+12.4%) Est. Cost $79.70 Unrealized +127.1%
CRM SALESFORCE INC 0.0%
Value ($000) $37 (+176.5%) Shares 141 (+147.4%) Est. Cost $256.11 Unrealized -3.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $31 (+337.3%) Shares 68 (+277.8%) Est. Cost $438.91 Unrealized -1.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $34 (+210.3%) Shares 131 (+147.2%) Est. Cost $206.30 Unrealized +16.1%
ABBV ABBVIE INC 0.0%
Value ($000) $44 (+101.6%) Shares 192 (+104.3%) Est. Cost $205.57 Unrealized +10.7%
INTC INTEL CORP 0.0%
Value ($000) $24 (+996.3%) Shares 648 (+896.9%) Est. Cost $36.23 Unrealized +4.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $54 (+59.6%) Shares 1,335 (+72.3%) Est. Cost $39.85 Unrealized +1.6%
T AT&T INC 0.2%
Value ($000) $241 (-7.4%) Shares 9,720 (+5.3%) Est. Cost $22.95 Unrealized +10.2%
GE GE AEROSPACE 0.0%
Value ($000) $52 (+56.8%) Shares 170 (+53.2%) Est. Cost $240.13 Unrealized +25.3%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $19 (+8652.1%) Shares 1,408 (+10730.8%) Est. Cost $13.72 Unrealized -0.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $39 (+81.9%) Shares 180 (+37.4%) Est. Cost $149.12 Unrealized +50.6%
XYLD GLOBAL X FDS 0.1%
Value ($000) $119 (+15.2%) Shares 2,926 (+11.3%) Est. Cost $39.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $24 (+188.1%) Shares 41 (+141.2%) Est. Cost $503.75 Unrealized +12.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $24 (+154.2%) Shares 440 (+112.6%) Est. Cost $47.37 Unrealized +0.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $55 (+33.7%) Shares 361 (+36.2%) Est. Cost $144.93 Unrealized +4.5%
ABT ABBOTT LABS 0.0%
Value ($000) $39 (+52.4%) Shares 308 (+63.0%) Est. Cost $128.09 Unrealized -0.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $39 (+48.3%) Shares 60 (+39.5%) Est. Cost $455.98 Unrealized +33.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $93 (+15.4%) Shares 303 (+14.8%) Est. Cost $293.01 Unrealized +4.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $20 (+151.1%) Shares 117 (+165.9%) Est. Cost $172.06 Unrealized -0.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $27 (+76.1%) Shares 174 (+65.7%) Est. Cost $134.53 Unrealized +9.8%
HD HOME DEPOT INC 0.1%
Value ($000) $165 (-6.5%) Shares 480 (+10.1%) Est. Cost $390.39 Unrealized -6.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $160 (+7.3%) Shares 486 (+12.2%) Est. Cost $498.61 Unrealized -32.4%
PEP PEPSICO INC 0.0%
Value ($000) $23 (+92.2%) Shares 158 (+88.1%) Est. Cost $151.57 Unrealized -3.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $22 (+92.7%) Shares 279 (+81.2%) Est. Cost $74.55 Unrealized +10.7%
BA BOEING CO 0.0%
Value ($000) $49 (+27.6%) Shares 227 (+26.8%) Est. Cost $182.72 Unrealized +12.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $18 (+148.4%) Shares 178 (+137.3%) Est. Cost $89.86 Unrealized +5.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $14 (+358.8%) Shares 141 (+354.8%) Est. Cost $94.14 Unrealized +3.2%
CB CHUBB LIMITED 0.0%
Value ($000) $21 (+100.2%) Shares 67 (+81.1%) Est. Cost $289.41 Unrealized +1.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $284 (+3.7%) Shares 1,772 (+4.9%) Est. Cost $125.55 Unrealized +22.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 (+24507.7%) Shares 333 (+16550.0%) Est. Cost $23.29 Unrealized +0.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $25 (+62.0%) Shares 91 (+46.8%) Est. Cost $220.25 Unrealized +13.8%
MRK MERCK & CO INC 0.0%
Value ($000) $38 (+32.9%) Shares 362 (+5.8%) Est. Cost $98.40 Unrealized -5.2%
FTQI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $194 (+5.1%) Shares 9,299 (+4.0%) Est. Cost $20.15 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 (+111.2%) Shares 66 (+94.1%) Est. Cost $279.21 Unrealized -9.0%
UNP UNION PAC CORP 0.0%
Value ($000) $17 (+119.5%) Shares 74 (+124.2%) Est. Cost $223.37 Unrealized +1.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $120 (+8.3%) Shares 838 (+16.1%) Est. Cost $161.90 Unrealized -9.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $29 (+45.6%) Shares 216 (+33.3%) Est. Cost $94.43 Unrealized +41.4%
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 (+332.7%) Shares 225 (+341.2%) Est. Cost $50.32 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $12 (+265.9%) Shares 197 (+251.8%) Est. Cost $61.15 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $17 (+104.9%) Shares 53 (+76.7%) Est. Cost $294.34 Unrealized +7.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $14 (+149.4%) Shares 172 (+87.0%) Est. Cost $57.92 Unrealized +21.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $13 (+186.8%) Shares 65 (+209.5%) Est. Cost $196.52 Unrealized -0.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $22 (+59.6%) Shares 94 (+38.2%) Est. Cost $200.35 Unrealized +9.6%
FTHI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $114 (+7.5%) Shares 4,831 (+8.0%) Est. Cost $22.97 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $192 (-4.0%) Shares 1,639 (+1.4%) Est. Cost $109.98 Unrealized +10.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $10 (+464.7%) Shares 76 (+406.7%) Est. Cost $119.60 Unrealized +3.6%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $18 (+73.7%) Shares 141 (+93.2%) Est. Cost $123.49 Unrealized +11.5%
BLK BLACKROCK INC 0.0%
Value ($000) $17 (+83.6%) Shares 16 (+100.0%) Est. Cost $1011.25 Unrealized +7.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $16 (+91.7%) Shares 232 (+56.8%) Est. Cost $51.67 Unrealized +20.9%
LIN LINDE PLC 0.0%
Value ($000) $17 (+79.5%) Shares 40 (+100.0%) Est. Cost $439.80 Unrealized -2.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $23 (+46.4%) Shares 49 (+53.1%) Est. Cost $439.63 Unrealized +15.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $13 (+131.3%) Shares 250 (+78.6%) Est. Cost $40.17 Unrealized +7.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $17 (+77.4%) Shares 196 (+78.2%) Est. Cost $84.68 Unrealized -0.7%
INTU INTUIT 0.1%
Value ($000) $143 (+5.3%) Shares 216 (+8.5%) Est. Cost $640.62 Unrealized +3.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $80 (+9.9%) Shares 276 (+5.7%) Est. Cost $248.64 Unrealized +12.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $10 (+233.8%) Shares 45 (+181.3%) Est. Cost $193.74 Unrealized +12.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $16 (+72.8%) Shares 49 (+75.0%) Est. Cost $301.77 Unrealized +13.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $25 (+38.2%) Shares 834 (+45.3%) Est. Cost $32.24 Unrealized -11.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $25 (+35.9%) Shares 44 (+7.3%) Est. Cost $523.52 Unrealized +1.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $28 (+28.9%) Shares 225 (+16.6%) Est. Cost $106.74 Unrealized +13.3%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 (+583.9%) Shares 172 (+493.1%) Est. Cost $41.01 Unrealized -8.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $10 (+150.5%) Shares 79 (+182.1%) Est. Cost $126.77 Unrealized +11.0%
NKE NIKE INC 0.0%
Value ($000) $13 (+85.6%) Shares 197 (+103.1%) Est. Cost $70.61 Unrealized -8.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $146 (+4.1%) Shares 1,563 (+5.2%) Est. Cost $88.12 Unrealized +2.2%
XYZ BLOCK INC 0.0%
Value ($000) $8 (+251.6%) Shares 121 (+290.3%) Est. Cost $67.40 Unrealized +2.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $119 (+4.9%) Shares 860 (+2.4%) Est. Cost $175.71 Unrealized -22.1%
CTAS CINTAS CORP 0.0%
Value ($000) $17 (+47.2%) Shares 90 (+60.7%) Est. Cost $204.29 Unrealized -7.9%
EFA ISHARES TR 0.0%
Value ($000) $24 (+29.5%) Shares 248 (+25.9%) Est. Cost $90.87 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $16 (+49.2%) Shares 32 (+39.1%) Est. Cost $468.41 Unrealized +4.0%
F FORD MTR CO 0.0%
Value ($000) $8 (+205.6%) Shares 610 (+178.5%) Est. Cost $11.77 Unrealized +9.0%
CME CME GROUP INC 0.0%
Value ($000) $10 (+121.1%) Shares 35 (+118.8%) Est. Cost $269.71 Unrealized +0.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $17 (+45.6%) Shares 139 (+33.7%) Est. Cost $97.55 Unrealized +17.7%
SRE SEMPRA 0.0%
Value ($000) $11 (+79.4%) Shares 128 (+82.9%) Est. Cost $80.72 Unrealized +12.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $8 (+141.3%) Shares 73 (+135.5%) Est. Cost $111.02 Unrealized +6.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $12 (+68.7%) Shares 65 (+71.1%) Est. Cost $164.05 Unrealized +9.7%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $99 (+5.2%) Shares 4,708 (+4.8%) Est. Cost $21.02 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $9 (+117.8%) Shares 39 (+225.0%) Est. Cost $284.41 Unrealized +4.8%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $98 (+5.1%) Shares 2,004 (+5.4%) Est. Cost $50.00 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $23 (+25.9%) Shares 19 (+11.8%) Est. Cost $793.11 Unrealized +47.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $34 (+16.1%) Shares 161 (+11.8%) Est. Cost $168.80 Unrealized +14.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 (+144.1%) Shares 130 (+154.9%) Est. Cost $57.17 Unrealized +4.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $8 (+118.3%) Shares 40 (+110.5%) Est. Cost $185.24 Unrealized +2.3%
MS MORGAN STANLEY 0.0%
Value ($000) $19 (+28.7%) Shares 106 (+15.2%) Est. Cost $126.97 Unrealized +31.1%
ETN EATON CORP PLC 0.0%
Value ($000) $21 (+24.0%) Shares 67 (+45.7%) Est. Cost $321.66 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $96 (+4.2%) Shares 199 (+7.6%) Est. Cost $516.68 Unrealized -7.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $102 (-3.6%) Shares 552 (+6.6%) Est. Cost $187.04 Unrealized +7.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $9 (+68.5%) Shares 341 (+63.9%) Est. Cost $22.45 Unrealized +13.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 (+36.6%) Shares 104 (+35.1%) Est. Cost $118.43 Unrealized +11.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $8 (+91.2%) Shares 142 (+121.9%) Est. Cost $60.70 Unrealized -6.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $13 (+38.0%) Shares 36 (+28.6%) Est. Cost $300.50 Unrealized +20.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $20 (+21.2%) Shares 215 (+22.2%) Est. Cost $83.69 Unrealized +13.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $8 (+66.6%) Shares 54 (+86.2%) Est. Cost $161.55 Unrealized +1.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $125 (+2.7%) Shares 571 (+3.3%) Est. Cost $211.64 Unrealized +0.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $24 (+15.4%) Shares 139 (+26.4%) Est. Cost $204.10 Unrealized -11.7%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $254 (-1.1%) Shares 294 (+6.1%) Est. Cost $926.76 Unrealized -2.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $7 (+66.3%) Shares 44 (+63.0%) Est. Cost $138.35 Unrealized +13.6%
C CITIGROUP INC 0.0%
Value ($000) $10 (+40.7%) Shares 82 (+22.4%) Est. Cost $77.13 Unrealized +34.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $7 (+59.6%) Shares 72 (+60.0%) Est. Cost $98.25 Unrealized +4.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $5 (+138.7%) Shares 30 (+114.3%) Est. Cost $150.44 Unrealized -4.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $5 (+103.2%) Shares 91 (+133.3%) Est. Cost $73.00 Unrealized -11.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $8 (+52.5%) Shares 10 (+11.1%) Est. Cost $568.38 Unrealized +19.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $14 (+23.9%) Shares 74 (+34.5%) Est. Cost $213.75 Unrealized -12.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3 (+677.7%) Shares 22 (+633.3%) Est. Cost $139.18 Unrealized +3.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $15 (+19.8%) Shares 29 (+11.5%) Est. Cost $496.40 Unrealized -0.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $3 (+286.1%) Shares 30 (+233.3%) Est. Cost $99.59 Unrealized +1.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $8 (+42.5%) Shares 29 (+70.6%) Est. Cost $301.35 Unrealized -12.3%
SYY SYSCO CORP 0.0%
Value ($000) $11 (+26.0%) Shares 145 (+40.8%) Est. Cost $72.37 Unrealized +4.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $3 (+171.6%) Shares 8 (+166.7%) Est. Cost $420.23 Unrealized +4.5%
SO SOUTHERN CO 0.0%
Value ($000) $37 (-5.1%) Shares 422 (+3.2%) Est. Cost $88.08 Unrealized +3.2%
EOG EOG RES INC 0.0%
Value ($000) $3 (+142.0%) Shares 31 (+158.3%) Est. Cost $109.10 Unrealized -1.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5 (+54.9%) Shares 26 (+52.9%) Est. Cost $166.24 Unrealized +21.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $9 (+25.7%) Shares 117 (+10.4%) Est. Cost $62.10 Unrealized +15.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $13 (+16.5%) Shares 455 (+6.1%) Est. Cost $32.68 Unrealized -16.7%
RMD RESMED INC 0.0%
Value ($000) $3 (+163.9%) Shares 12 (+200.0%) Est. Cost $261.03 Unrealized -2.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 (+58.0%) Shares 23 (+35.3%) Est. Cost $231.27 Unrealized -21.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $14 (+13.8%) Shares 37 (+23.3%) Est. Cost $396.89 Unrealized +4.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $4 (+69.0%) Shares 19 (+90.0%) Est. Cost $265.49 Unrealized -15.1%
KVUE KENVUE INC 0.0%
Value ($000) $17 (+11.1%) Shares 986 (+4.6%) Est. Cost $21.90 Unrealized -25.8%
WELL WELLTOWER INC 0.0%
Value ($000) $6 (+33.4%) Shares 32 (+28.0%) Est. Cost $156.32 Unrealized +19.3%
EEM ISHARES TR 0.0%
Value ($000) $7 (+25.8%) Shares 131 (+22.4%) Est. Cost $45.38 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $7 (+26.5%) Shares 141 (+17.5%) Est. Cost $39.16 Unrealized +17.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $10 (+15.3%) Shares 42 (+27.3%) Est. Cost $264.60 Unrealized -4.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $12 (+12.5%) Shares 17 (+6.3%) Est. Cost $512.85 Unrealized +32.8%
PPL PPL CORP 0.0%
Value ($000) $6 (+25.4%) Shares 173 (+33.1%) Est. Cost $34.49 Unrealized +3.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 (+78.6%) Shares 115 (+91.7%) Est. Cost $25.69 Unrealized -4.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 (+22.0%) Shares 98 (+28.9%) Est. Cost $62.07 Unrealized +12.1%
DE DEERE & CO 0.0%
Value ($000) $15 (+8.4%) Shares 33 (+6.5%) Est. Cost $483.65 Unrealized -3.3%
EIX EDISON INTL 0.0%
Value ($000) $8 (+15.3%) Shares 137 (+6.2%) Est. Cost $53.33 Unrealized +7.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 (+11.7%) Shares 67 (+1.5%) Est. Cost $138.90 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $6 (+19.8%) Shares 24 (+33.3%) Est. Cost $284.92 Unrealized -2.7%
AON AON PLC 0.0%
Value ($000) $6 (+21.8%) Shares 16 (+23.1%) Est. Cost $359.02 Unrealized -2.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $66 (+1.5%) Shares 205 (+8.5%) Est. Cost $363.88 Unrealized -8.2%
SLB SLB LIMITED 0.0%
Value ($000) $4 (+28.8%) Shares 113 (+15.3%) Est. Cost $34.22 Unrealized +5.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 (+67.0%) Shares 6 (+50.0%) Est. Cost $354.03 Unrealized +6.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 (+68.1%) Shares 7 (+75.0%) Est. Cost $256.87 Unrealized +12.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $5 (+20.2%) Shares 30 (+25.0%) Est. Cost $167.61 Unrealized -6.8%
IHE ISHARES TR 0.0%
Value ($000) $5 (+17.7%) Shares 57 (+1.8%) Est. Cost $66.60 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $17 (+4.2%) Shares 214 (+5.4%) Est. Cost $91.59 Unrealized -14.5%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $4 (+17.3%) Shares 73 (+15.9%) Est. Cost $55.05 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $6 (+10.2%) Shares 129 (+4.9%) Est. Cost $36.89 Unrealized +18.3%
O REALTY INCOME CORP 0.0%
Value ($000) $3 (+18.9%) Shares 50 (+28.2%) Est. Cost $55.10 Unrealized +4.1%
MRGR PROSHARES TR 0.0%
Value ($000) $8 (+5.4%) Shares 173 (+2.4%) Est. Cost $41.04 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 (+2.0%) Shares 1,450 (+1.0%) Est. Cost $14.48 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $8 (+4.5%) Shares 31 (+19.2%) Est. Cost $296.31 Unrealized -10.6%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $14 (+2.1%) Shares 62 (+10.7%) Est. Cost $239.55 Unrealized -11.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $17 (-1.1%) Shares 102 (+17.2%) Est. Cost $153.55 Unrealized +21.4%
VMC VULCAN MATLS CO 0.0%
Value ($000) $2 (+11.2%) Shares 6 (+20.0%) Est. Cost $284.90 Unrealized +2.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 (-2.5%) Shares 100 (+100.0%) Est. Cost $59.31 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $4 (-2.4%) Shares 44 (+2.3%) Est. Cost $92.67 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $9 (+1.1%) Shares 108 (+1.9%) Est. Cost $81.77 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $4 (+1.6%) Shares 164 (+3.1%) Est. Cost $29.33 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $7 (+1.0%) Shares 75 (+1.4%) Est. Cost $91.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 (+0.4%) Shares 170 (+100.0%) Est. Cost $65.25 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $2 (-0.6%) Shares 40 (+2.6%) Est. Cost $50.40 Unrealized
RINF PROSHARES TR 0.0%
Value ($000) $1 (+0.6%) Shares 20 (+5.3%) Est. Cost $32.78 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $1 (-0.2%) Shares 32 (+3.2%) Est. Cost $31.39 Unrealized

Exited Positions (73)

FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $96 Shares 1,743 Est. Cost $48.79 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $13 Shares 264 Est. Cost $42.63 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.77 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $4 Shares 396 Est. Cost $9.36 Unrealized +0.6%
JBL JABIL INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $217.63 Unrealized -2.0%
AGG ISHARES TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $96.90 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.20 Unrealized -41.5%
LSGR NATIXIS ETF TRUST II 0.0%
Value ($000) $3 Shares 63 Est. Cost $44.41 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $2 Shares 42 Est. Cost $58.00 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $236.75 Unrealized -3.5%
ESAB ESAB CORPORATION 0.0%
Value ($000) $2 Shares 20 Est. Cost $118.71 Unrealized -3.7%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $758.81 Unrealized -18.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $118.30 Unrealized +14.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $2 Shares 12 Est. Cost $158.04 Unrealized -9.1%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $2 Shares 24 Est. Cost $79.21 Unrealized +16.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.92 Unrealized +18.8%
AYI ACUITY INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $318.45 Unrealized +13.4%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $2 Shares 14 Est. Cost $111.94 Unrealized +8.3%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $130.53 Unrealized +4.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $211.48 Unrealized -13.6%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2 Shares 5 Est. Cost $332.02 Unrealized -15.2%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.43 Unrealized -2.7%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $150.23 Unrealized +7.3%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.24 Unrealized -7.4%
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $96.91 Unrealized +4.4%
MDB MONGODB INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $257.06 Unrealized +41.5%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $76.10 Unrealized -5.4%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $2 Shares 53 Est. Cost $30.10 Unrealized -2.5%
AGCO AGCO CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $109.75 Unrealized -3.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $240.25 Unrealized +3.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $44.34 Unrealized -25.8%
SNA SNAP ON INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $323.82 Unrealized +5.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 46 Est. Cost $34.35 Unrealized -21.1%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $16.75 Unrealized +29.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.77 Unrealized -0.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $203.79 Unrealized -10.6%
ADT ADT INC DEL 0.0%
Value ($000) $1 Shares 153 Est. Cost $8.48 Unrealized -2.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $200.25 Unrealized +23.3%
NU NU HLDGS LTD 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.95 Unrealized +15.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $99.12 Unrealized -0.3%
AGNC AGNC INVT CORP 0.0%
Value ($000) $1 Shares 123 Est. Cost $9.79 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $35.71 Unrealized +4.3%
U UNITY SOFTWARE INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.08 Unrealized +9.9%
ORI OLD REP INTL CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $36.04 Unrealized +13.3%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $123.58 Unrealized -2.3%
PRI PRIMERICA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $268.47 Unrealized -2.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $512.40 Unrealized +7.3%
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.94 Unrealized +2.1%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.39 Unrealized +6.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $48.53 Unrealized -5.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.28 Unrealized +17.1%
ITT ITT INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $167.78 Unrealized +6.8%
GAP GAP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.31 Unrealized +12.9%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 30 Est. Cost $36.70 Unrealized -7.5%
HOLX HOLOGIC INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.38 Unrealized +10.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $89.67 Unrealized +2.0%
R RYDER SYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $180.37 Unrealized -0.4%
CNM CORE & MAIN INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.57 Unrealized -15.3%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.35 Unrealized -7.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $1 Shares 8 Est. Cost $105.15 Unrealized -15.8%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $291.66 Unrealized -17.5%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $17.45 Unrealized -12.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $1 Shares 68 Est. Cost $11.40 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.57 Unrealized -9.3%
PINS PINTEREST INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $36.26 Unrealized -20.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $74.34 Unrealized +1.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 26 Est. Cost $21.87 Unrealized +20.2%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $132.67 Unrealized -15.3%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $89.23 Unrealized -7.1%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $54.21 Unrealized +8.3%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.63 Unrealized -2.5%
SAIA SAIA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $301.66 Unrealized +0.2%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.67 Unrealized

Decreased Positions (66)

FTCS FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $2,332 (-66.2%) Shares 25,210 (-65.8%) Est. Cost $88.55 Unrealized
QQQ INVESCO QQQ TR 2.2%
Value ($000) $3,483 (-56.4%) Shares 5,670 (-57.4%) Est. Cost $516.63 Unrealized
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $2,504 (-59.5%) Shares 3,993 (-60.5%) Est. Cost $546.73 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,478 (-58.4%) Shares 24,656 (-58.5%) Est. Cost $59.79 Unrealized
SLV ISHARES SILVER TR 0.9%
Value ($000) $1,373 (-40.5%) Shares 21,306 (-60.9%) Est. Cost $26.33 Unrealized
MOAT VANECK ETF TRUST 0.4%
Value ($000) $572 (-38.0%) Shares 5,520 (-40.7%) Est. Cost $92.51 Unrealized
AOR ISHARES TR 0.5%
Value ($000) $750 (-24.3%) Shares 11,543 (-25.1%) Est. Cost $57.32 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 5.3%
Value ($000) $8,340 (-2.4%) Shares 295,317 (-4.5%) Est. Cost $25.75 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $199 (-47.2%) Shares 5,087 (-48.2%) Est. Cost $37.12 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $146 (-48.3%) Shares 4,418 (-49.0%) Est. Cost $30.88 Unrealized
XBAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $52 (-66.6%) Shares 1,352 (-67.3%) Est. Cost $34.11 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 6.4%
Value ($000) $10,010 (-1.0%) Shares 279,299 (-3.8%) Est. Cost $31.82 Unrealized
MP MP MATERIALS CORP 0.1%
Value ($000) $215 (-28.1%) Shares 4,246 (-4.5%) Est. Cost $20.54 Unrealized +208.7%
UOCT INNOVATOR ETFS TRUST 1.7%
Value ($000) $2,603 (-2.5%) Shares 66,681 (-4.0%) Est. Cost $35.64 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $451 (-12.6%) Shares 9,795 (-12.3%) Est. Cost $43.64 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $74 (-41.1%) Shares 37,670 (-30.3%) Est. Cost $1.02 Unrealized +157.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $16 (-74.4%) Shares 543 (-58.0%) Est. Cost $38.09 Unrealized +8.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $89 (-31.7%) Shares 307 (-30.9%) Est. Cost $264.13 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $107 (-25.2%) Shares 2,841 (-27.0%) Est. Cost $34.22 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $553 (-5.8%) Shares 2,143 (-7.2%) Est. Cost $240.28 Unrealized
BAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $295 (-9.3%) Shares 5,893 (-11.2%) Est. Cost $43.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $491 (-5.1%) Shares 2,234 (-6.8%) Est. Cost $197.91 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $25 (-50.8%) Shares 531 (-51.9%) Est. Cost $44.44 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $83 (-22.3%) Shares 3,329 (-20.5%) Est. Cost $24.23 Unrealized +3.3%
MVST MICROVAST HOLDINGS INC 0.0%
Value ($000) $20 (-49.7%) Shares 7,055 (-30.9%) Est. Cost $0.74 Unrealized +464.2%
LOW LOWES COS INC 0.2%
Value ($000) $281 (-6.1%) Shares 1,165 (-2.2%) Est. Cost $259.07 Unrealized -7.4%
HNDL STRATEGY SHS 0.1%
Value ($000) $138 (-10.3%) Shares 6,289 (-9.3%) Est. Cost $21.35 Unrealized
UJUL INNOVATOR ETFS TRUST 1.6%
Value ($000) $2,495 (+0.6%) Shares 64,393 (-1.0%) Est. Cost $34.72 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $13 (-51.2%) Shares 547 (-52.1%) Est. Cost $22.44 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $1 (-89.4%) Shares 15 (-88.3%) Est. Cost $103.92 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $44 (-18.8%) Shares 1,910 (-9.4%) Est. Cost $23.93 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $50 (-15.5%) Shares 1,908 (-16.8%) Est. Cost $24.25 Unrealized
UJUN INNOVATOR ETFS TRUST 0.7%
Value ($000) $1,053 (+0.8%) Shares 28,142 (-1.1%) Est. Cost $33.98 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $56 (-12.5%) Shares 543 (-11.7%) Est. Cost $100.60 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $123 (-5.5%) Shares 181 (-7.7%) Est. Cost $588.76 Unrealized
BUFY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $143 (-4.7%) Shares 6,410 (-6.9%) Est. Cost $21.69 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $63 (+11.9%) Shares 633 (-5.8%) Est. Cost $102.50 Unrealized -9.5%
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $32 (-16.6%) Shares 1,159 (-18.4%) Est. Cost $24.50 Unrealized
OKTA OKTA INC 0.1%
Value ($000) $80 (-7.1%) Shares 925 (-1.5%) Est. Cost $106.60 Unrealized -18.1%
AIQ GLOBAL X FDS 0.0%
Value ($000) $14 (-28.7%) Shares 277 (-30.8%) Est. Cost $43.25 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $242 (-2.3%) Shares 6,678 (-4.4%) Est. Cost $31.95 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $9 (-34.7%) Shares 45 (-21.1%) Est. Cost $232.33 Unrealized -9.6%
WSO WATSCO INC 0.0%
Value ($000) $18 (-19.7%) Shares 52 (-3.7%) Est. Cost $485.40 Unrealized -26.4%
IWM ISHARES TR 0.0%
Value ($000) $47 (-7.9%) Shares 191 (-9.5%) Est. Cost $219.29 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $7 (-31.7%) Shares 9 (-35.7%) Est. Cost $703.49 Unrealized +15.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $2 (-61.1%) Shares 7 (-56.3%) Est. Cost $320.72 Unrealized +1.7%
EME EMCOR GROUP INC 0.0%
Value ($000) $13 (-17.1%) Shares 22 (-12.0%) Est. Cost $452.77 Unrealized +43.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $9 (-22.9%) Shares 152 (-18.7%) Est. Cost $57.69 Unrealized +4.1%
QYLD GLOBAL X FDS 0.2%
Value ($000) $271 (+0.9%) Shares 15,350 (-2.8%) Est. Cost $17.73 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $9 (-18.6%) Shares 101 (-3.8%) Est. Cost $92.51 Unrealized +5.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $4 (-28.0%) Shares 36 (-21.7%) Est. Cost $104.87 Unrealized +5.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $7 (-15.7%) Shares 200 (-10.7%) Est. Cost $50.25 Unrealized -28.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $5 (-22.5%) Shares 33 (-25.0%) Est. Cost $124.03 Unrealized +6.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 (-31.1%) Shares 48 (-28.4%) Est. Cost $50.46 Unrealized +17.9%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $2 (-35.9%) Shares 26 (-36.6%) Est. Cost $66.38 Unrealized +31.8%
APTV APTIV PLC 0.0%
Value ($000) $1 (-69.1%) Shares 7 (-65.0%) Est. Cost $70.46 Unrealized +13.9%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $4 (-24.0%) Shares 26 (-23.5%) Est. Cost $150.18 Unrealized -11.4%
KR KROGER CO 0.0%
Value ($000) $3 (-27.9%) Shares 42 (-22.2%) Est. Cost $68.38 Unrealized -4.6%
HUBB HUBBELL INC 0.0%
Value ($000) $0 (-65.6%) Shares 1 (-66.7%) Est. Cost $428.19 Unrealized +2.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $2 (-33.0%) Shares 68 (-29.9%) Est. Cost $25.46 Unrealized -9.7%
BSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $298 (+0.2%) Shares 6,042 (-1.8%) Est. Cost $42.90 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 (-47.6%) Shares 2 (-50.0%) Est. Cost $242.79 Unrealized +12.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 (+4.5%) Shares 44 (-8.3%) Est. Cost $187.78 Unrealized +18.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 (-38.4%) Shares 9 (-35.7%) Est. Cost $81.93 Unrealized -3.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $11 (+0.7%) Shares 40 (-9.1%) Est. Cost $240.64 Unrealized +13.1%
ROST ROSS STORES INC 0.0%
Value ($000) $1 (-1.4%) Shares 5 (-16.7%) Est. Cost $142.18 Unrealized +17.2%

Unchanged Positions (205)

BUFR FIRST TR EXCHNG TRADED FD VI 10.4%
Value ($000) $16,437 Shares 479,758 Est. Cost $30.84 Unrealized
UDEC INNOVATOR ETFS TRUST 1.3%
Value ($000) $2,054 Shares 51,811 Est. Cost $34.46 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $191 Shares 3,840 Est. Cost $48.91 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $443 Shares 1,229 Est. Cost $242.17 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $137 Shares 1,672 Est. Cost $82.78 Unrealized +8.8%
TPR TAPESTRY INC 0.1%
Value ($000) $198 Shares 1,546 Est. Cost $74.95 Unrealized +52.1%
GFEB FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $805 Shares 19,388 Est. Cost $37.35 Unrealized
BJUL INNOVATOR ETFS TRUST 0.5%
Value ($000) $795 Shares 15,667 Est. Cost $49.66 Unrealized
UAPR INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,013 Shares 30,917 Est. Cost $30.85 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $322 Shares 5,345 Est. Cost $56.48 Unrealized
UFEB INNOVATOR ETFS TRUST 0.3%
Value ($000) $529 Shares 14,388 Est. Cost $33.33 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $530 Shares 10,004 Est. Cost $46.54 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $885 Shares 30,455 Est. Cost $27.05 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $616 Shares 24,260 Est. Cost $23.68 Unrealized
ZMAR INNOVATOR ETFS TRUST 0.3%
Value ($000) $531 Shares 19,296 Est. Cost $25.88 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $116 Shares 203 Est. Cost $497.94 Unrealized +16.2%
XMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $411 Shares 10,300 Est. Cost $36.20 Unrealized
BUFF INNOVATOR ETFS TRUST 0.2%
Value ($000) $347 Shares 6,953 Est. Cost $44.91 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $391 Shares 9,968 Est. Cost $35.28 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $348 Shares 7,853 Est. Cost $39.68 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $68 Shares 225 Est. Cost $209.48 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $269 Shares 5,940 Est. Cost $40.74 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $286 Shares 6,755 Est. Cost $38.91 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $143 Shares 343 Est. Cost $464.31 Unrealized -10.5%
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $282 Shares 6,570 Est. Cost $38.63 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $149 Shares 2,501 Est. Cost $60.26 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $20 Shares 244 Est. Cost $112.79 Unrealized -17.7%
ZOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $424 Shares 15,798 Est. Cost $25.50 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $159 Shares 635 Est. Cost $206.86 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $4 Shares 99 Est. Cost $27.31 Unrealized +36.9%
BMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $134 Shares 2,524 Est. Cost $46.99 Unrealized
FISV FISERV INC 0.0%
Value ($000) $4 Shares 56 Est. Cost $181.35 Unrealized -53.8%
USMV ISHARES TR 0.2%
Value ($000) $327 Shares 3,474 Est. Cost $88.79 Unrealized
GSK GSK PLC 0.0%
Value ($000) $27 Shares 549 Est. Cost $38.40 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $31 Shares 413 Est. Cost $63.95 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $119 Shares 3,037 Est. Cost $34.99 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $117 Shares 1,138 Est. Cost $92.59 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $119 Shares 4,500 Est. Cost $23.89 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $29 Shares 546 Est. Cost $40.76 Unrealized +19.5%
AZO AUTOZONE INC 0.0%
Value ($000) $10 Shares 3 Est. Cost $3686.04 Unrealized +2.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $19 Shares 68 Est. Cost $102.43 Unrealized +152.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $33 Shares 412 Est. Cost $70.81 Unrealized +8.2%
ZNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $239 Shares 8,956 Est. Cost $25.10 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $248 Shares 9,286 Est. Cost $25.22 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $61 Shares 1,310 Est. Cost $40.34 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $13 Shares 41 Est. Cost $249.21 Unrealized +14.5%
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $46 Shares 1,157 Est. Cost $34.98 Unrealized
UAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $262 Shares 6,569 Est. Cost $36.15 Unrealized
SAP SAP SE 0.0%
Value ($000) $18 Shares 75 Est. Cost $304.11 Unrealized
TMF DIREXION SHS ETF TR 0.0%
Value ($000) $23 Shares 613 Est. Cost $39.97 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $11 Shares 32 Est. Cost $220.44 Unrealized +40.4%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $64 Shares 1,574 Est. Cost $38.01 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $30 Shares 353 Est. Cost $70.25 Unrealized +29.1%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $8 Shares 100 Est. Cost $64.04 Unrealized +27.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $8 Shares 41 Est. Cost $241.48 Unrealized -12.5%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $52 Shares 723 Est. Cost $69.97 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $44 Shares 1,151 Est. Cost $34.02 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $14 Shares 239 Est. Cost $28.42 Unrealized +132.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $415.08 Unrealized -3.4%
WDAY WORKDAY INC 0.0%
Value ($000) $11 Shares 51 Est. Cost $250.81 Unrealized -9.4%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 285 Est. Cost $11.60 Unrealized -8.5%
HLN HALEON PLC 0.0%
Value ($000) $11 Shares 1,128 Est. Cost $10.37 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $14 Shares 163 Est. Cost $98.04 Unrealized -7.1%
SHOC EA SERIES TRUST 0.0%
Value ($000) $13 Shares 187 Est. Cost $45.91 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $31 Shares 689 Est. Cost $34.13 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7 Shares 67 Est. Cost $63.64 Unrealized +52.1%
IGV ISHARES TR 0.0%
Value ($000) $12 Shares 115 Est. Cost $100.29 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $51 Shares 1,143 Est. Cost $41.29 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $192 Shares 4,582 Est. Cost $41.37 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $7 Shares 127 Est. Cost $67.32 Unrealized -17.5%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $10 Shares 258 Est. Cost $33.13 Unrealized +15.1%
PAVE GLOBAL X FDS 0.2%
Value ($000) $256 Shares 5,366 Est. Cost $40.41 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $5 Shares 33 Est. Cost $133.97 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $35 Shares 639 Est. Cost $52.60 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $30 Shares 402 Est. Cost $70.41 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 37 Est. Cost $157.38 Unrealized -17.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $12 Shares 102 Est. Cost $83.95 Unrealized +31.6%
TGT TARGET CORP 0.0%
Value ($000) $9 Shares 89 Est. Cost $93.31 Unrealized -1.8%
GFL GFL ENVIRONMENTAL INC 0.0%
Value ($000) $7 Shares 160 Est. Cost $49.08 Unrealized -9.0%
AME AMETEK INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $171.25 Unrealized +13.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $13 Shares 37 Est. Cost $371.54 Unrealized -2.2%
ADBE ADOBE INC 0.1%
Value ($000) $85 Shares 242 Est. Cost $485.14 Unrealized -29.9%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $215.22 Unrealized +21.5%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $20 Shares 2,916 Est. Cost $7.79 Unrealized -10.0%
DAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $33 Shares 848 Est. Cost $37.21 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $135.11 Unrealized +12.1%
DCI DONALDSON INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $66.35 Unrealized +30.3%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 223 Est. Cost $8.20 Unrealized +30.8%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $76.78 Unrealized +45.2%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $66 Shares 1,290 Est. Cost $50.42 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $25 Shares 517 Est. Cost $43.27 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $4 Shares 41 Est. Cost $95.88 Unrealized -8.7%
ALLY ALLY FINL INC 0.0%
Value ($000) $4 Shares 86 Est. Cost $33.77 Unrealized +20.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $11 Shares 40 Est. Cost $317.87 Unrealized -12.2%
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $27 Shares 672 Est. Cost $37.49 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $4 Shares 3 Est. Cost $1117.50 Unrealized +25.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $8 Shares 141 Est. Cost $47.33 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $24 Shares 588 Est. Cost $37.46 Unrealized
CDW CDW CORP 0.0%
Value ($000) $3 Shares 21 Est. Cost $168.13 Unrealized -12.5%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $27 Shares 1,006 Est. Cost $26.19 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1875.20 Unrealized +8.0%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $41 Shares 869 Est. Cost $44.86 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $20 Shares 239 Est. Cost $71.43 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $9 Shares 179 Est. Cost $31.45 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 95 Est. Cost $280.06 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $87 Shares 575 Est. Cost $132.27 Unrealized +11.6%
DOV DOVER CORP 0.0%
Value ($000) $3 Shares 14 Est. Cost $172.70 Unrealized +5.3%
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $20 Shares 480 Est. Cost $37.30 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $1033.16 Unrealized -6.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $16 Shares 165 Est. Cost $101.18 Unrealized -3.1%
KEY KEYCORP 0.0%
Value ($000) $4 Shares 192 Est. Cost $15.05 Unrealized +22.8%
EXC EXELON CORP 0.0%
Value ($000) $10 Shares 228 Est. Cost $43.57 Unrealized +4.3%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $124.60 Unrealized +31.1%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $5 Shares 99 Est. Cost $50.68 Unrealized -6.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $5 Shares 58 Est. Cost $74.81 Unrealized +12.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 3 Est. Cost $693.00 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $16 Shares 412 Est. Cost $36.00 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.00 Unrealized -11.2%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $283.70 Unrealized +6.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $562.13 Unrealized -17.8%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $62 Shares 2,656 Est. Cost $23.04 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $145.18 Unrealized +45.7%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $268.94 Unrealized -6.7%
L LOEWS CORP 0.0%
Value ($000) $5 Shares 52 Est. Cost $87.62 Unrealized +17.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 34 Est. Cost $74.58 Unrealized +10.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $17 Shares 123 Est. Cost $100.50 Unrealized +30.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.86 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $126.50 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $6 Shares 28 Est. Cost $150.92 Unrealized +53.2%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $3 Shares 8 Est. Cost $396.61 Unrealized -15.1%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $32 Shares 324 Est. Cost $100.06 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $83.19 Unrealized -11.3%
NDSN NORDSON CORP 0.0%
Value ($000) $4 Shares 16 Est. Cost $196.94 Unrealized +19.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 111 Est. Cost $67.03 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $43 Shares 1,036 Est. Cost $38.18 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 Shares 39 Est. Cost $69.03 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $2 Shares 39 Est. Cost $48.82 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $227.05 Unrealized +27.0%
TFLO ISHARES TR 0.0%
Value ($000) $69 Shares 1,365 Est. Cost $50.62 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $64.08 Unrealized -25.9%
MSTR STRATEGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $364.26 Unrealized -36.8%
MUNI PIMCO ETF TR 0.0%
Value ($000) $68 Shares 1,295 Est. Cost $51.55 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $15 Shares 569 Est. Cost $25.08 Unrealized
AES AES CORP 0.0%
Value ($000) $2 Shares 138 Est. Cost $10.37 Unrealized +35.4%
MTB M & T BK CORP 0.0%
Value ($000) $8 Shares 42 Est. Cost $172.90 Unrealized +9.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $196.87 Unrealized +3.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $64.19 Unrealized +22.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $180.80 Unrealized +35.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $9 Shares 104 Est. Cost $78.61 Unrealized +8.5%
IYC ISHARES TR 0.0%
Value ($000) $9 Shares 88 Est. Cost $96.59 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $35 Shares 1,359 Est. Cost $24.99 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $16 Shares 3 Est. Cost $5094.53 Unrealized +0.9%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $4 Shares 67 Est. Cost $56.07 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $7 Shares 112 Est. Cost $54.42 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $28 Shares 552 Est. Cost $49.62 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $199.04 Unrealized -9.7%
HUM HUMANA INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $246.72 Unrealized +5.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 10 Est. Cost $192.76 Unrealized +10.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 15 Est. Cost $85.82 Unrealized -9.2%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $140.89 Unrealized -4.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $4 Shares 88 Est. Cost $40.27 Unrealized +13.5%
EQIX EQUINIX INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $835.67 Unrealized -6.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $48.82 Unrealized +21.6%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $62.92 Unrealized +38.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1 Shares 84 Est. Cost $22.44 Unrealized -21.4%
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $103.63 Unrealized +6.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $9 Shares 7 Est. Cost $1314.14 Unrealized -0.3%
MUB ISHARES TR 0.0%
Value ($000) $14 Shares 134 Est. Cost $105.44 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $3 Shares 16 Est. Cost $161.62 Unrealized +12.7%
MGNX MACROGENICS INC 0.0%
Value ($000) $2 Shares 1,150 Est. Cost $3.60 Unrealized -56.4%
DOX AMDOCS LTD 0.0%
Value ($000) $4 Shares 49 Est. Cost $87.73 Unrealized -8.9%
ZS ZSCALER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $285.11 Unrealized -1.0%
DGRO ISHARES TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $61.70 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 45 Est. Cost $130.53 Unrealized
BP BP PLC 0.0%
Value ($000) $7 Shares 212 Est. Cost $29.56 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $28 Shares 1,381 Est. Cost $20.09 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $44 Shares 462 Est. Cost $90.35 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $39 Shares 832 Est. Cost $47.23 Unrealized
UDR UDR INC 0.0%
Value ($000) $3 Shares 81 Est. Cost $40.44 Unrealized -12.2%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $47.80 Unrealized -43.2%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $3 Shares 17 Est. Cost $208.23 Unrealized -24.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $6 Shares 36 Est. Cost $81.14 Unrealized +106.9%
SGOV ISHARES TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $100.58 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $549.12 Unrealized +2.0%
DOW DOW INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $30.82 Unrealized -26.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 45 Est. Cost $76.59 Unrealized -14.3%
IEI ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $114.39 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $4 Shares 41 Est. Cost $79.85 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $7 Shares 126 Est. Cost $40.19 Unrealized +25.2%
CMBS ISHARES TR 0.0%
Value ($000) $2 Shares 32 Est. Cost $47.04 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.52 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $6 Shares 143 Est. Cost $43.00 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $490.23 Unrealized -3.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $3 Shares 165 Est. Cost $14.70 Unrealized +10.8%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 56 Est. Cost $48.84 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $243.00 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 48 Est. Cost $74.63 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.75 Unrealized -49.9%
SCZ ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.67 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 201 Est. Cost $46.24 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 21 Est. Cost $102.48 Unrealized
FTBI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 154 Est. Cost $20.54 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.00 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $34.30 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 561 Est. Cost $38.37 Unrealized