HIGHLINE WEALTH PARTNERS LLC Diversified Active

Location: Sherman Oaks, CA

CIK: 0002042654 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 15, 2026

Total Value: $493M (100.0% shares, 0.0% debt)

Holdings (1,411)

New Positions (215)

PAAA PGIM AAA CLO ETF 7.5%
Value $37.01M Shares 721,948 Est. Cost $51.27 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.3%
Value $1.509M Shares 15,065 Est. Cost $100.16 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value $1.332M Shares 55,189 Est. Cost $24.14 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value $1.044M Shares 35,461 Est. Cost $29.43 Unrealized
SLV iShares Silver Trust 0.2%
Value $750K Shares 14,029 Est. Cost $53.47 Unrealized
VOLT TEMA ELECTRIFICATION ETF 0.1%
Value $693K Shares 16,551 Est. Cost $41.89 Unrealized
AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 0.1%
Value $662K Shares 31,891 Est. Cost $20.75 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value $571K Shares 24,098 Est. Cost $23.71 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value $376K Shares 7,560 Est. Cost $49.78 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value $314K Shares 8,701 Est. Cost $36.13 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value $303K Shares 8,224 Est. Cost $36.87 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $240K Shares 1,642 Est. Cost $146.41 Unrealized
XOM Exxon Mobile Corp/Com 0.0%
Value $239K Shares 1,750 Est. Cost $136.71 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value $234K Shares 8,070 Est. Cost $29.01 Unrealized
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK 0.0%
Value $220K Shares 1,288 Est. Cost $170.86 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $188K Shares 2,302 Est. Cost $81.67 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $174K Shares 776 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC COM 0.0%
Value $172K Shares 776 Est. Cost $221.08 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $156K Shares 521 Est. Cost $299.01 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $154K Shares 20,000 Est. Cost $7.68 Unrealized
PWRD TCW Transform Systems ETF 0.0%
Value $147K Shares 1,199 Est. Cost $122.96 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value $138K Shares 500 Est. Cost $276.17 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $137K Shares 746 Est. Cost $183.95 Unrealized
MEXICO FD INC COM 0.0%
Value $126K Shares 5,748 Est. Cost $21.87 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value $118K Shares 3,874 Est. Cost $30.36 Unrealized
VFH Vanguard Financials Index ETF 0.0%
Value $116K Shares 881 Est. Cost $131.60 Unrealized
DKL DELEK LOGISTICS PARTNERS LP COM UNT RP INT 0.0%
Value $95,658 Shares 1,856 Est. Cost $51.54 Unrealized
TRUD VANECK CONSUMER DISCRETIONARY TRUSECTOR ETF 0.0%
Value $90,948 Shares 3,504 Est. Cost $25.96 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $85,185 Shares 1,500 Est. Cost $56.79 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $73,520 Shares 2,000 Est. Cost $36.76 Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value $59,446 Shares 314 Est. Cost $189.32 Unrealized
FS SPECIALTY LENDING FD COM SH BEN INT 0.0%
Value $56,954 Shares 5,108 Est. Cost $11.15 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value $56,181 Shares 1,480 Est. Cost $37.96 Unrealized
TRUC VANECK COMMUNICATION SERVICES TRUSECTOR ETF 0.0%
Value $51,953 Shares 2,093 Est. Cost $24.82 Unrealized
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value $49,786 Shares 2,094 Est. Cost $23.78 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $43,946 Shares 280 Est. Cost $156.95 Unrealized
MARB FIRST TRUST EQUITY MARKET NEUTRAL ETF 0.0%
Value $43,944 Shares 2,129 Est. Cost $20.64 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $43,627 Shares 110 Est. Cost $396.61 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $43,252 Shares 1,140 Est. Cost $37.94 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value $40,944 Shares 102 Est. Cost $401.41 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value $39,634 Shares 264 Est. Cost $150.13 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $39,600 Shares 157 Est. Cost $252.23 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $38,653 Shares 510 Est. Cost $75.79 Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $36,785 Shares 730 Est. Cost $50.39 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $34,784 Shares 3,200 Est. Cost $10.87 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value $34,200 Shares 2,000 Est. Cost $17.10 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $33,573 Shares 214 Est. Cost $156.88 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value $33,339 Shares 1,491 Est. Cost $22.36 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value $32,700 Shares 3,000 Est. Cost $10.90 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.0%
Value $32,006 Shares 625 Est. Cost $51.21 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value $31,293 Shares 598 Est. Cost $52.33 Unrealized
SCM STELLUS CAP INVT CORP COM 0.0%
Value $29,790 Shares 3,538 Est. Cost $8.42 Unrealized
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value $28,890 Shares 250 Est. Cost $115.56 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $28,180 Shares 552 Est. Cost $51.05 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value $27,795 Shares 1,500 Est. Cost $18.53 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $27,395 Shares 5,490 Est. Cost $4.99 Unrealized
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK 0.0%
Value $27,331 Shares 181 Est. Cost $151.00 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $26,960 Shares 95 Est. Cost $283.79 Unrealized
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value $23,749 Shares 3,175 Est. Cost $7.48 Unrealized
WHF WHITEHORSE FIN INC COM 0.0%
Value $21,907 Shares 3,270 Est. Cost $6.70 Unrealized
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $21,792 Shares 763 Est. Cost $28.56 Unrealized
BNDD QUADRATIC DEFLATION ETF 0.0%
Value $20,228 Shares 200 Est. Cost $101.14 Unrealized
PINK SIMPLIFY HEALTH CARE ETF 0.0%
Value $19,575 Shares 500 Est. Cost $39.15 Unrealized
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $18,384 Shares 355 Est. Cost $51.79 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value $17,485 Shares 171 Est. Cost $102.25 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $17,405 Shares 500 Est. Cost $34.81 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $17,011 Shares 580 Est. Cost $29.33 Unrealized
XLB Materials Select Sector SPDR Fd 0.0%
Value $16,672 Shares 328 Est. Cost $50.83 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value $15,518 Shares 443 Est. Cost $35.03 Unrealized
DUG PROSHARES ULTRASHORT ENERGY 0.0%
Value $14,945 Shares 700 Est. Cost $21.35 Unrealized
TWO Two Hbrs Invt/C 0.0%
Value $14,272 Shares 1,150 Est. Cost $12.41 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value $14,141 Shares 293 Est. Cost $48.26 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value $14,056 Shares 100 Est. Cost $140.56 Unrealized
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 0.0%
Value $13,213 Shares 365 Est. Cost $36.20 Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $13,209 Shares 300 Est. Cost $44.03 Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP COM 0.0%
Value $12,922 Shares 2,732 Est. Cost $4.73 Unrealized
MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF 0.0%
Value $12,817 Shares 264 Est. Cost $48.55 Unrealized
PAVE Global X U.S. Infrastructure Development ETF 0.0%
Value $11,784 Shares 200 Est. Cost $58.92 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $11,738 Shares 34 Est. Cost $345.24 Unrealized
DBJP XTRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.0%
Value $11,479 Shares 100 Est. Cost $114.79 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value $11,189 Shares 112 Est. Cost $99.90 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value $10,674 Shares 158 Est. Cost $67.56 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $10,381 Shares 180 Est. Cost $57.67 Unrealized
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value $10,048 Shares 346 Est. Cost $29.04 Unrealized
FMDE FIDELITY ENHANCED MID CAP CORE ETF 0.0%
Value $9,942 Shares 245 Est. Cost $40.58 Unrealized
PJP INVESCO PHARMACEUTICALS ETF 0.0%
Value $9,932 Shares 84 Est. Cost $118.24 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $9,815 Shares 216 Est. Cost $45.44 Unrealized
TINY PROSHARES NANOTECHNOLOGY ETF 0.0%
Value $9,704 Shares 100 Est. Cost $97.04 Unrealized
CGNX COGNEX CORP COM 0.0%
Value $9,632 Shares 133 Est. Cost $72.42 Unrealized
ATR APTARGROUP INC COM 0.0%
Value $9,390 Shares 75 Est. Cost $125.20 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value $9,315 Shares 20 Est. Cost $465.75 Unrealized
JBL JABIL INC COM 0.0%
Value $9,252 Shares 24 Est. Cost $385.50 Unrealized
VGNT VERSIGENT PLC ORDINARY SHARES 0.0%
Value $9,032 Shares 215 Est. Cost $42.01 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value $7,787 Shares 105 Est. Cost $74.16 Unrealized
CHRW C H ROBINSON WORLDWIDE IN COM NEW 0.0%
Value $7,534 Shares 40 Est. Cost $188.35 Unrealized
DCI DONALDSON INC COM 0.0%
Value $7,271 Shares 81 Est. Cost $89.77 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value $7,129 Shares 276 Est. Cost $25.83 Unrealized
WSO WATSCO INC COM 0.0%
Value $7,084 Shares 17 Est. Cost $416.71 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value $6,315 Shares 103 Est. Cost $61.31 Unrealized
EATON VANCE CALIF MUN INCOM TR SH BEN INT 0.0%
Value $6,312 Shares 600 Est. Cost $10.52 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $6,158 Shares 198 Est. Cost $31.10 Unrealized
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.0%
Value $5,950 Shares 104 Est. Cost $57.21 Unrealized
CBRG LEVERAGE SHARES 2X LONG CBRS DAILY ETF 0.0%
Value $5,820 Shares 1,000 Est. Cost $5.82 Unrealized
ESTC ELASTIC N V ORD SHS 0.0%
Value $5,759 Shares 101 Est. Cost $57.02 Unrealized
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value $5,746 Shares 214 Est. Cost $26.85 Unrealized
NCNO NCINO INC COM 0.0%
Value $5,346 Shares 327 Est. Cost $16.35 Unrealized
CLOZ ELDRIDGE BBB-B CLO ETF 0.0%
Value $5,284 Shares 200 Est. Cost $26.42 Unrealized
RECS COLUMBIA RESEARCH ENHANCED CORE ETF 0.0%
Value $4,415 Shares 102 Est. Cost $43.28 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value $4,311 Shares 119 Est. Cost $36.23 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value $4,228 Shares 21 Est. Cost $201.33 Unrealized
DDS DILLARDS INC CL A 0.0%
Value $4,227 Shares 8 Est. Cost $528.38 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $4,214 Shares 41 Est. Cost $102.78 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $4,141 Shares 420 Est. Cost $9.86 Unrealized
NYT NEW YORK TIMES CO MTN BE CL A 0.0%
Value $3,919 Shares 56 Est. Cost $69.98 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value $3,872 Shares 800 Est. Cost $4.84 Unrealized
ABERDEEN MUN INCOME FD SH BEN INT 0.0%
Value $3,833 Shares 682 Est. Cost $5.62 Unrealized
DD DUPONT DE NEMOURS INC COMMON STOCK 0.0%
Value $3,798 Shares 28 Est. Cost $135.64 Unrealized
PINS PINTEREST INC CL A 0.0%
Value $3,701 Shares 176 Est. Cost $21.03 Unrealized
SNA SNAP ON INC COM 0.0%
Value $3,622 Shares 9 Est. Cost $402.44 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value $3,584 Shares 3 Est. Cost $1194.67 Unrealized
SUUN POWERBANK CORP COM SHS 0.0%
Value $3,450 Shares 5,000 Est. Cost $0.69 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $3,317 Shares 31 Est. Cost $107.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $3,241 Shares 152 Est. Cost $21.32 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $3,233 Shares 30 Est. Cost $107.77 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM NEW 0.0%
Value $3,180 Shares 200 Est. Cost $15.90 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $3,179 Shares 15 Est. Cost $211.93 Unrealized
NUVEEN ARIZONA QLTY MUN INC FD COM 0.0%
Value $3,123 Shares 250 Est. Cost $12.49 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $3,111 Shares 125 Est. Cost $24.89 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value $3,101 Shares 467 Est. Cost $6.64 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value $3,087 Shares 100 Est. Cost $30.87 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value $3,047 Shares 150 Est. Cost $20.31 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value $3,021 Shares 280 Est. Cost $10.79 Unrealized
BLACKROCK INCOME TR INC COM NEW 0.0%
Value $2,991 Shares 279 Est. Cost $10.72 Unrealized
COHEN & STEERS CLOSED-END COM 0.0%
Value $2,984 Shares 215 Est. Cost $13.88 Unrealized
VOYA INFRASTRUCTURE INDLS & MT COM 0.0%
Value $2,976 Shares 215 Est. Cost $13.84 Unrealized
HELO JPMorgan Hedged Equity Laddered Overlay ETF 0.0%
Value $2,974 Shares 44 Est. Cost $67.59 Unrealized
FIRST TR ENHANCED EQUITY COM 0.0%
Value $2,974 Shares 133 Est. Cost $22.36 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value $2,971 Shares 22 Est. Cost $135.05 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value $2,914 Shares 225 Est. Cost $12.95 Unrealized
ABRDN EMERGING MARKETS EX CHIN COM 0.0%
Value $2,880 Shares 300 Est. Cost $9.60 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value $2,870 Shares 500 Est. Cost $5.74 Unrealized
GAMCO NAT RES GOLD & INCOME TR SH BEN INT 0.0%
Value $2,853 Shares 350 Est. Cost $8.15 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value $2,828 Shares 250 Est. Cost $11.31 Unrealized
ICAP INFRASTRUCTURE CAPITAL EQUITY INCOME ETF 0.0%
Value $2,807 Shares 100 Est. Cost $28.07 Unrealized
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value $2,745 Shares 221 Est. Cost $12.42 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value $2,655 Shares 50 Est. Cost $53.10 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $2,513 Shares 7 Est. Cost $359.00 Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value $2,448 Shares 400 Est. Cost $6.12 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value $2,436 Shares 240 Est. Cost $10.15 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $2,282 Shares 127 Est. Cost $17.97 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value $2,169 Shares 22 Est. Cost $98.59 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value $2,140 Shares 40 Est. Cost $53.50 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value $2,127 Shares 53 Est. Cost $40.13 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value $2,024 Shares 39 Est. Cost $51.90 Unrealized
NIQ NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 0.0%
Value $1,879 Shares 201 Est. Cost $9.35 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value $1,737 Shares 78 Est. Cost $22.27 Unrealized
TIGO MILLICOM INTL CELLULAR S A COM STK 0.0%
Value $1,724 Shares 19 Est. Cost $90.74 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $1,669 Shares 12 Est. Cost $139.08 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value $1,577 Shares 20 Est. Cost $78.85 Unrealized
TOPS TOP SHIPS INC SHS NEW 0.0%
Value $1,540 Shares 2,000 Est. Cost $0.77 Unrealized
WDRN WISDOMTREE PHYSICAL AI, HUMANOIDS AND DRONES FUND 0.0%
Value $1,491 Shares 50 Est. Cost $29.82 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $1,480 Shares 28 Est. Cost $52.86 Unrealized
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value $1,440 Shares 46 Est. Cost $31.30 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value $1,413 Shares 100 Est. Cost $14.13 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value $1,407 Shares 159 Est. Cost $8.85 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $1,377 Shares 6 Est. Cost $229.50 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $1,280 Shares 122 Est. Cost $10.49 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $1,206 Shares 7 Est. Cost $172.29 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $1,198 Shares 56 Est. Cost $21.39 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value $1,146 Shares 35 Est. Cost $32.74 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value $1,104 Shares 50 Est. Cost $22.08 Unrealized
FOX FOX CORP CL B COM 0.0%
Value $1,077 Shares 23 Est. Cost $46.83 Unrealized
FESM FIDELITY ENHANCED SMALL CAP CORE ETF 0.0%
Value $1,014 Shares 21 Est. Cost $48.29 Unrealized
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value $1,010 Shares 48 Est. Cost $21.04 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $948 Shares 18 Est. Cost $52.67 Unrealized
AYASF AYA GOLD & SILVER INC COM 0.0%
Value $947 Shares 50 Est. Cost $18.94 Unrealized
PLNT PLANET FITNESS MASTER ISSUER L CL A 0.0%
Value $939 Shares 18 Est. Cost $52.17 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value $895 Shares 45 Est. Cost $19.89 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $840 Shares 3 Est. Cost $280.00 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value $825 Shares 19 Est. Cost $43.42 Unrealized
COHR COHERENT CORP COM 0.0%
Value $789 Shares 2 Est. Cost $394.50 Unrealized
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value $773 Shares 30 Est. Cost $25.77 Unrealized
HL HECLA MINING COMPANY COM 0.0%
Value $772 Shares 50 Est. Cost $15.44 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $711 Shares 9 Est. Cost $79.00 Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $660 Shares 14 Est. Cost $47.14 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $635 Shares 9 Est. Cost $70.56 Unrealized
MRNA MODERNA INC COM 0.0%
Value $630 Shares 9 Est. Cost $70.00 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value $546 Shares 22 Est. Cost $24.82 Unrealized
UI UBIQUITI INC COM 0.0%
Value $534 Shares 1 Est. Cost $534.00 Unrealized
POST POST HLDGS INC COM 0.0%
Value $530 Shares 6 Est. Cost $88.33 Unrealized
CUBE CUBESMART COM 0.0%
Value $517 Shares 13 Est. Cost $39.77 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $514 Shares 10 Est. Cost $51.40 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value $457 Shares 2 Est. Cost $228.50 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $449 Shares 6 Est. Cost $74.83 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $417 Shares 3 Est. Cost $139.00 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $412 Shares 2 Est. Cost $206.00 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value $406 Shares 4 Est. Cost $101.50 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $389 Shares 11 Est. Cost $35.36 Unrealized
HSY HERSHEY CO COM 0.0%
Value $351 Shares 2 Est. Cost $175.50 Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value $329 Shares 4 Est. Cost $82.25 Unrealized
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $316 Shares 6 Est. Cost $52.67 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value $310 Shares 38 Est. Cost $8.16 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value $293 Shares 1 Est. Cost $293.00 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $263 Shares 1 Est. Cost $263.00 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $238 Shares 3 Est. Cost $79.33 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value $236 Shares 1 Est. Cost $236.00 Unrealized
COO COOPER COS INC COM 0.0%
Value $215 Shares 3 Est. Cost $71.67 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $213 Shares 2 Est. Cost $106.50 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $153 Shares 2 Est. Cost $76.50 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $118 Shares 1 Est. Cost $118.00 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value $43 Shares 15 Est. Cost $2.87 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value $39 Shares 8 Est. Cost $4.88 Unrealized
DRMA DERMATA THERAPEUTICS INC COM 0.0%
Value $34 Shares 26 Est. Cost $1.31 Unrealized
ONL ORION PROPERTIES INC COM 0.0%
Value $29 Shares 10 Est. Cost $2.90 Unrealized
CDL VictoryShares US Large Cap High Dividend Volatility WTD ETF 0.0%
Value $11 Shares 0 Est. Cost Unrealized

Increased Positions (505)

FLXR TCW Flexible Income ETF 5.4%
Value $26.46M (+3015.5%) Shares 674,889 (+3020.3%) Est. Cost $39.21 Unrealized
QQQM INVESCO NASDAQ 100 ETF 4.4%
Value $21.5M (+50.5%) Shares 70,971 (+18.0%) Est. Cost $224.84 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 4.2%
Value $20.51M (+34.2%) Shares 659,630 (+20.2%) Est. Cost $29.00 Unrealized
NVDA NVIDIA CORPORATION COM 6.5%
Value $31.89M (+17.0%) Shares 159,366 (+2.0%) Est. Cost $94.98 Unrealized
IEFA iShares Core MSCI EAFE ETF 4.9%
Value $23.93M (+21.5%) Shares 247,779 (+13.9%) Est. Cost $74.50 Unrealized
FRDM Freedom 100 Emerging Markets ETF 1.3%
Value $6.205M (+168.3%) Shares 85,123 (+101.2%) Est. Cost $61.13 Unrealized
VOO Vanguard S&P 500 ETF 5.3%
Value $25.9M (+16.3%) Shares 37,706 (+1.2%) Est. Cost $409.79 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.5%
Value $2.627M (+1751.3%) Shares 46,505 (+1758.0%) Est. Cost $56.49 Unrealized
AMZN AMAZON COM INC COM 2.3%
Value $11.21M (+22.6%) Shares 47,042 (+7.2%) Est. Cost $148.56 Unrealized
QQQ Invesco QQQ Trust 1.2%
Value $5.789M (+53.3%) Shares 7,862 (+20.2%) Est. Cost $439.08 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value $8.598M (+29.1%) Shares 24,059 (+3.9%) Est. Cost $144.85 Unrealized
IWF iShares Russell 1000 Growth ETF 0.9%
Value $4.413M (+65.7%) Shares 35,537 (+469.0%) Est. Cost $171.06 Unrealized
VONV Vanguard Russell 1000 Value ETF 2.5%
Value $12.29M (+15.9%) Shares 115,623 (+2.2%) Est. Cost $77.36 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.1%
Value $5.513M (+42.1%) Shares 46,125 (+729.3%) Est. Cost $165.04 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.5%
Value $7.221M (+27.3%) Shares 20,436 (+3.4%) Est. Cost $145.11 Unrealized
WSML ISHARES MSCI WORLD SMALL-CAP ETF 0.4%
Value $2.026M (+241.9%) Shares 57,455 (+201.2%) Est. Cost $33.87 Unrealized
IEMG iShares Core MSCI Emerging Mkts ETF 1.5%
Value $7.42M (+22.6%) Shares 89,572 (+3.2%) Est. Cost $50.82 Unrealized
TSLA TESLA INC COM 1.7%
Value $8.194M (+19.2%) Shares 19,482 (+5.3%) Est. Cost $238.45 Unrealized
GOVT iShares U.S. Treasury Bond ETF 1.6%
Value $7.814M (+16.9%) Shares 343,024 (+17.6%) Est. Cost $22.94 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value $1.105M (+1571.5%) Shares 39,894 (+1393.6%) Est. Cost $27.56 Unrealized
AME AMETEK INC COM 0.2%
Value $827K (+11961.7%) Shares 3,420 (+10587.5%) Est. Cost $241.61 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.4%
Value $1.736M (+88.3%) Shares 2,325 (+64.0%) Est. Cost $647.16 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value $964K (+420.3%) Shares 1,469 (+204.1%) Est. Cost $566.30 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value $864K (+500.8%) Shares 1,739 (+440.1%) Est. Cost $491.20 Unrealized
VTI Vanguard Total Stock Market ETF 0.7%
Value $3.389M (+25.0%) Shares 9,160 (+8.4%) Est. Cost $275.19 Unrealized
VEA Vanguard FTSE Developed Mkts ETF 1.1%
Value $5.327M (+14.3%) Shares 74,761 (+2.8%) Est. Cost $46.74 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value $786K (+370.6%) Shares 4,252 (+228.1%) Est. Cost $168.61 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 1.1%
Value $5.24M (+11.6%) Shares 10,471 (+6.9%) Est. Cost $330.12 Unrealized
JMST JP Morgan Ultra-Short Muni ETF 0.8%
Value $3.788M (+16.8%) Shares 74,269 (+16.7%) Est. Cost $50.68 Unrealized
GE General Electric Co/Com 0.1%
Value $699K (+285.6%) Shares 1,869 (+192.9%) Est. Cost $328.79 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value $505K (+31553.8%) Shares 2,650 (+21983.3%) Est. Cost $190.52 Unrealized
GEV GE VERNOVA INC COM 0.2%
Value $840K (+142.4%) Shares 715 (+80.1%) Est. Cost $872.89 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $692K (+117.5%) Shares 2,030 (+2.3%) Est. Cost $172.58 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.2%
Value $1.159M (+47.2%) Shares 2,427 (+4.2%) Est. Cost $265.69 Unrealized
AXP American Express Co/Com 0.4%
Value $2.115M (+19.0%) Shares 6,254 (+6.4%) Est. Cost $156.57 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value $767K (+71.2%) Shares 3,520 (+54.2%) Est. Cost $186.08 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value $423K (+265.7%) Shares 366 (+7.0%) Est. Cost $182.00 Unrealized
BITB Bitwise Bitcoin ETF Trust 0.5%
Value $2.436M (-10.8%) Shares 76,459 (+3.1%) Est. Cost $39.27 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value $753K (+60.9%) Shares 3,538 (+45.1%) Est. Cost $198.39 Unrealized
XLE Energy Select Sector Spdr Fund 0.1%
Value $286K (+4137.6%) Shares 5,377 (+4788.2%) Est. Cost $53.77 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value $270K (+9300.5%) Shares 7,433 (+8443.7%) Est. Cost $36.19 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value $415K (+157.0%) Shares 1,635 (+147.4%) Est. Cost $221.24 Unrealized
SO SOUTHERN CO COM 0.1%
Value $303K (+350.8%) Shares 3,165 (+354.7%) Est. Cost $89.46 Unrealized
AVGO BROADCOM INC COM 0.2%
Value $773K (+43.4%) Shares 2,046 (+17.5%) Est. Cost $294.77 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value $747K (+42.4%) Shares 8,247 (+25.8%) Est. Cost $82.22 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $223K (+1174.4%) Shares 920 (+1050.0%) Est. Cost $234.35 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value $262K (+281.6%) Shares 642 (+298.8%) Est. Cost $426.83 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $205K (+531.1%) Shares 688 (+109.8%) Est. Cost $189.61 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $186K (+489.2%) Shares 782 (+414.5%) Est. Cost $223.71 Unrealized
ETHW Bitwise Ethereum ETF 0.1%
Value $576K (-21.1%) Shares 51,037 (+4.9%) Est. Cost $17.15 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value $177K (+485.8%) Shares 2,884 (+429.2%) Est. Cost $60.34 Unrealized
INTC Intel Corp Com/Inv 0.0%
Value $188K (+346.3%) Shares 1,347 (+41.0%) Est. Cost $64.86 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value $138K (+6127.5%) Shares 870 (+5700.0%) Est. Cost $158.47 Unrealized
INTU INTUIT COM 0.1%
Value $385K (+52.4%) Shares 1,477 (+152.5%) Est. Cost $379.60 Unrealized
XLF Financial Select Sector SPDR Fd 0.1%
Value $349K (+61.1%) Shares 6,508 (+48.3%) Est. Cost $53.29 Unrealized
IBM International Business Machs/Com 0.0%
Value $154K (+592.0%) Shares 549 (+496.7%) Est. Cost $274.05 Unrealized
NFLX NETFLIX INC. COM 0.1%
Value $304K (+75.1%) Shares 4,260 (+135.7%) Est. Cost $74.26 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value $531K (+31.8%) Shares 1,017 (+16.9%) Est. Cost $386.52 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $141K (+707.0%) Shares 761 (+604.6%) Est. Cost $176.82 Unrealized
CSCO Cisco Sys Inc/Com 0.0%
Value $206K (+106.5%) Shares 1,750 (+36.4%) Est. Cost $75.81 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.1%
Value $315K (+44.2%) Shares 3,858 (+40.9%) Est. Cost $71.93 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $105K (+924.8%) Shares 467 (+915.2%) Est. Cost $225.28 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value $129K (+271.1%) Shares 734 (+165.9%) Est. Cost $143.31 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value $160K (+143.5%) Shares 221 (+15.1%) Est. Cost $304.67 Unrealized
AMGN AMGEN INC COM 0.0%
Value $155K (+132.8%) Shares 429 (+127.0%) Est. Cost $305.59 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $88,409 (+2698.6%) Shares 1,568 (+2205.9%) Est. Cost $55.63 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value $216K (+57.5%) Shares 180 (+20.8%) Est. Cost $863.04 Unrealized
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.1%
Value $274K (+39.4%) Shares 4,278 (+39.0%) Est. Cost $64.00 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $129K (+137.1%) Shares 297 (+16.9%) Est. Cost $176.00 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $89,839 (+472.8%) Shares 353 (+239.4%) Est. Cost $227.57 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $91,526 (+371.7%) Shares 3,527 (+445.1%) Est. Cost $28.87 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value $128K (+117.0%) Shares 424 (+960.0%) Est. Cost $359.12 Unrealized
CVX Chevron Corp New/Com 0.0%
Value $235K (+40.2%) Shares 1,417 (+74.9%) Est. Cost $157.35 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $77,477 (+660.9%) Shares 244 (+559.5%) Est. Cost $303.49 Unrealized
GLW CORNING INC COM 0.0%
Value $98,596 (+173.6%) Shares 386 (+45.7%) Est. Cost $111.81 Unrealized
TXN Texas Instrs Inc/Com 0.0%
Value $157K (+57.7%) Shares 528 (+2.7%) Est. Cost $173.57 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value $61,295 (+1366.4%) Shares 746 (+1164.4%) Est. Cost $82.78 Unrealized
BAC BANK OF AMER CORP COM 0.0%
Value $111K (+105.1%) Shares 1,953 (+75.5%) Est. Cost $50.57 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $76,410 (+268.1%) Shares 323 (+233.0%) Est. Cost $217.69 Unrealized
GLD SPDR Gold Shares ETF 0.6%
Value $2.772M (+1.8%) Shares 7,524 (+18.9%) Est. Cost $199.14 Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $48,613 (+7436.9%) Shares 2,031 (+7711.5%) Est. Cost $24.01 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $82,586 (+115.6%) Shares 895 (+119.4%) Est. Cost $76.96 Unrealized
EBAY EBAY INC. COM 0.0%
Value $56,901 (+321.9%) Shares 509 (+243.9%) Est. Cost $99.03 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $57,386 (+309.7%) Shares 653 (+256.8%) Est. Cost $80.20 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value $99,284 (+76.9%) Shares 93 (+17.7%) Est. Cost $583.89 Unrealized
KO Coca Cola Co/Com 0.0%
Value $177K (+29.8%) Shares 2,175 (+21.5%) Est. Cost $61.37 Unrealized
SNDK SANDISK CORP COM 0.0%
Value $47,748 (+478.1%) Shares 21 (+61.5%) Est. Cost $1185.91 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value $105K (+54.9%) Shares 205 (+50.7%) Est. Cost $507.08 Unrealized
V VISA INC COM CL A 0.0%
Value $189K (+22.5%) Shares 550 (+7.8%) Est. Cost $306.88 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $101K (+51.7%) Shares 2,982 (+30.6%) Est. Cost $30.29 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $41,649 (+451.0%) Shares 65 (+182.6%) Est. Cost $493.97 Unrealized
HD HOME DEPOT INC COM 0.0%
Value $199K (+20.0%) Shares 565 (+11.9%) Est. Cost $287.90 Unrealized
CASY CASEYS GENERAL 0.0%
Value $67,557 (+85.6%) Shares 85 (+70.0%) Est. Cost $698.48 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $56,070 (+120.5%) Shares 542 (+53.1%) Est. Cost $82.02 Unrealized
ABBV ABBVIE INC COM 0.0%
Value $106K (+39.9%) Shares 419 (+20.7%) Est. Cost $199.50 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $36,304 (+407.0%) Shares 79 (+393.8%) Est. Cost $449.31 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $31,276 (+953.1%) Shares 353 (+805.1%) Est. Cost $86.02 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value $77,398 (+56.5%) Shares 553 (+26.8%) Est. Cost $89.07 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $81,741 (+50.0%) Shares 238 (+30.8%) Est. Cost $250.47 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $35,180 (+341.6%) Shares 285 (+280.0%) Est. Cost $117.02 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $30,217 (+886.2%) Shares 472 (+997.7%) Est. Cost $65.18 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $38,143 (+202.0%) Shares 214 (+7033.3%) Est. Cost $236.98 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $93,750 (+35.6%) Shares 280 (+1.4%) Est. Cost $156.77 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $51,879 (+77.1%) Shares 957 (+76.9%) Est. Cost $44.77 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $95,658 (+29.6%) Shares 1,165 (+30.3%) Est. Cost $82.76 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $40,974 (+113.0%) Shares 119 (+98.3%) Est. Cost $349.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $54,705 (+63.4%) Shares 109 (+60.3%) Est. Cost $510.64 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $38,920 (+112.1%) Shares 51 (+8.5%) Est. Cost $415.21 Unrealized
LOW Lowes Cos Inc/Com 0.0%
Value $36,705 (+120.6%) Shares 166 (+137.1%) Est. Cost $228.08 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $137K (-12.1%) Shares 1,170 (+10.2%) Est. Cost $108.90 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value $70,957 (+35.8%) Shares 468 (+43.1%) Est. Cost $132.14 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value $50,259 (+58.7%) Shares 240 (+25.0%) Est. Cost $136.89 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $52,324 (+54.9%) Shares 2,894 (+94.4%) Est. Cost $37.32 Unrealized
BIIB BIOGEN INC COM 0.0%
Value $47,317 (+64.4%) Shares 219 (+39.5%) Est. Cost $192.54 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $32,832 (+129.4%) Shares 147 (+90.9%) Est. Cost $180.41 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $42,277 (+74.5%) Shares 128 (+54.2%) Est. Cost $264.91 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value $30,020 (+146.6%) Shares 47 (+4.4%) Est. Cost $259.16 Unrealized
CTAS CINTAS CORP COM 0.0%
Value $21,951 (+292.6%) Shares 129 (+290.9%) Est. Cost $177.18 Unrealized
QQQD DIREXION DAILY MAGNIFICENT 7 BEAR 1X ETF 0.0%
Value $26,400 (+155.9%) Shares 2,000 (+185.7%) Est. Cost $13.74 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value $38,282 (+68.8%) Shares 108 (+63.6%) Est. Cost $310.58 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $80,681 (+23.4%) Shares 544 (+3.4%) Est. Cost $112.30 Unrealized
BA BOEING CO COM 0.0%
Value $137K (+12.3%) Shares 632 (+3.3%) Est. Cost $229.23 Unrealized
SBUX Starbucks Corp Com/Inv 0.0%
Value $98,309 (+17.9%) Shares 962 (+3.3%) Est. Cost $80.08 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $17,679 (+500.1%) Shares 130 (+306.3%) Est. Cost $123.37 Unrealized
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $26,349 (+122.1%) Shares 419 (+107.4%) Est. Cost $46.52 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $15,482 (+1313.9%) Shares 128 (+1180.0%) Est. Cost $120.20 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $81,312 (+21.2%) Shares 363 (+10.0%) Est. Cost $241.53 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $19,480 (+254.6%) Shares 82 (+215.4%) Est. Cost $208.06 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $19,300 (+251.9%) Shares 20 (+42.9%) Est. Cost $541.26 Unrealized
FDX FEDEX CORP COM 0.0%
Value $116K (-9.9%) Shares 369 (+2.5%) Est. Cost $332.66 Unrealized
DE DEERE & CO COM 0.0%
Value $81,615 (+18.3%) Shares 129 (+4.9%) Est. Cost $415.31 Unrealized
EOG EOG RES INC COM 0.0%
Value $19,355 (+184.6%) Shares 149 (+217.0%) Est. Cost $126.08 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $47,809 (+33.5%) Shares 152 (+21.6%) Est. Cost $267.70 Unrealized
BK BANK OF NY MELLON CORP COM 0.0%
Value $31,380 (+60.3%) Shares 217 (+31.5%) Est. Cost $96.53 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value $191K (-5.7%) Shares 707 (+8.4%) Est. Cost $242.72 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $49,757 (+30.2%) Shares 202 (+9.8%) Est. Cost $175.81 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $14,819 (+350.0%) Shares 108 (+285.7%) Est. Cost $135.34 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value $18,807 (+156.4%) Shares 59 (+118.5%) Est. Cost $293.51 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $12,080 (+1530.2%) Shares 135 (+1400.0%) Est. Cost $91.35 Unrealized
MAS MASCO CORP COM 0.0%
Value $13,709 (+462.1%) Shares 168 (+320.0%) Est. Cost $78.15 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value $12,125 (+1273.2%) Shares 79 (+1216.7%) Est. Cost $153.83 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $32,277 (+52.8%) Shares 190 (+10.5%) Est. Cost $117.34 Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value $29,072 (+60.5%) Shares 286 (+1.4%) Est. Cost $66.75 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $12,360 (+771.0%) Shares 128 (+700.0%) Est. Cost $95.55 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value $13,439 (+410.6%) Shares 581 (+312.1%) Est. Cost $22.96 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $23,040 (+87.3%) Shares 246 (+33.0%) Est. Cost $74.38 Unrealized
CRM SALESFORCE INC COM 0.0%
Value $116K (-8.5%) Shares 739 (+9.2%) Est. Cost $220.53 Unrealized
HUM HUMANA INC COM 0.0%
Value $11,519 (+1007.6%) Shares 29 (+383.3%) Est. Cost $361.27 Unrealized
DVA DAVITA INC COM 0.0%
Value $10,902 (+1319.5%) Shares 49 (+880.0%) Est. Cost $214.53 Unrealized
ETSY ETSY INC COM 0.0%
Value $11,977 (+530.7%) Shares 159 (+318.4%) Est. Cost $70.67 Unrealized
INVESCO MUN OPPORTUNIT TR COM 0.0%
Value $14,805 (+211.4%) Shares 1,500 (+200.0%) Est. Cost $9.79 Unrealized
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value $12,733 (+371.1%) Shares 984 (+485.7%) Est. Cost $14.52 Unrealized
SYY SYSCO CORP COM 0.0%
Value $21,888 (+84.3%) Shares 262 (+56.9%) Est. Cost $75.34 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value $10,544 (+1831.1%) Shares 64 (+1500.0%) Est. Cost $163.83 Unrealized
AOS SMITH A O CORP COM 0.0%
Value $11,164 (+669.4%) Shares 178 (+709.1%) Est. Cost $64.12 Unrealized
TREX TREX INC COM 0.0%
Value $10,709 (+879.8%) Shares 214 (+613.3%) Est. Cost $48.88 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $37,775 (+33.9%) Shares 515 (+2.8%) Est. Cost $67.52 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $9,879 (+2459.3%) Shares 90 (+2150.0%) Est. Cost $109.47 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $22,875 (+69.4%) Shares 59 (+28.3%) Est. Cost $356.35 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value $10,308 (+983.9%) Shares 208 (+700.0%) Est. Cost $49.29 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value $9,556 (+3312.9%) Shares 318 (+3080.0%) Est. Cost $29.94 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $42,731 (+26.6%) Shares 87 (+7.4%) Est. Cost $261.06 Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value $11,096 (+397.4%) Shares 53 (+307.7%) Est. Cost $204.04 Unrealized
WELL WELLTOWER INC COM 0.0%
Value $37,970 (+30.4%) Shares 167 (+13.6%) Est. Cost $135.32 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $9,700 (+968.3%) Shares 384 (+814.3%) Est. Cost $25.66 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $31,429 (+38.5%) Shares 61 (+7.0%) Est. Cost $463.01 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $18,059 (+91.1%) Shares 53 (+82.8%) Est. Cost $306.63 Unrealized
SCZ iShares MSCI EAFE SmCap ETF 0.0%
Value $147K (+6.2%) Shares 1,787 (+1.2%) Est. Cost $53.87 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value $9,043 (+1629.1%) Shares 128 (+1180.0%) Est. Cost $70.13 Unrealized
PPG PPG Inds Inc/Com 0.0%
Value $12,778 (+196.6%) Shares 105 (+162.5%) Est. Cost $121.69 Unrealized
SLM SLM CORP COM 0.0%
Value $8,923 (+1567.9%) Shares 344 (+1276.0%) Est. Cost $25.93 Unrealized
STE STERIS PLC SHS USD 0.0%
Value $9,476 (+756.8%) Shares 45 (+800.0%) Est. Cost $212.94 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $13,590 (+154.5%) Shares 56 (+194.7%) Est. Cost $231.80 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $8,775 (+1415.5%) Shares 78 (+1200.0%) Est. Cost $111.86 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $18,824 (+76.5%) Shares 41 (+86.4%) Est. Cost $513.30 Unrealized
EXC EXELON CORP COM 0.0%
Value $24,100 (+50.7%) Shares 517 (+58.6%) Est. Cost $42.57 Unrealized
O REALTY INCOME CORP COM 0.0%
Value $24,942 (+47.9%) Shares 403 (+46.0%) Est. Cost $53.74 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value $18,126 (+77.7%) Shares 16 (+14.3%) Est. Cost $886.52 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value $9,275 (+581.5%) Shares 1,174 (+603.0%) Est. Cost $8.32 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value $307K (+2.6%) Shares 3,049 (+2.6%) Est. Cost $100.41 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value $9,476 (+493.7%) Shares 328 (+518.9%) Est. Cost $30.18 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value $10,152 (+345.1%) Shares 293 (+229.2%) Est. Cost $33.32 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $12,445 (+166.9%) Shares 43 (+95.5%) Est. Cost $250.81 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $10,606 (+272.8%) Shares 77 (+327.8%) Est. Cost $146.54 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value $10,927 (+238.9%) Shares 246 (+261.8%) Est. Cost $46.93 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $8,803 (+698.1%) Shares 278 (+1058.3%) Est. Cost $33.50 Unrealized
EFX EQUIFAX INC COM 0.0%
Value $8,735 (+705.1%) Shares 55 (+816.7%) Est. Cost $166.97 Unrealized
XLU Utilities Select Sector SPDR ETF 0.1%
Value $457K (+1.7%) Shares 10,071 (+2.9%) Est. Cost $57.46 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value $28,596 (+36.2%) Shares 72 (+9.1%) Est. Cost $257.57 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $8,666 (+648.4%) Shares 57 (+612.5%) Est. Cost $151.93 Unrealized
UNP UNION PAC CORP COM 0.0%
Value $32,341 (+29.7%) Shares 119 (+15.5%) Est. Cost $240.82 Unrealized
T AT&T Inc Com/Inv 0.0%
Value $40,862 (-15.1%) Shares 1,974 (+18.9%) Est. Cost $22.73 Unrealized
BEKE KE HLDGS INC SPONSORED ADS 0.0%
Value $9,837 (+269.1%) Shares 677 (+280.3%) Est. Cost $15.55 Unrealized
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value $8,658 (+479.9%) Shares 300 (+248.8%) Est. Cost $26.73 Unrealized
TFC BB&T Corp Com/Inv 0.0%
Value $26,006 (+37.6%) Shares 522 (+27.0%) Est. Cost $43.74 Unrealized
WFC WELLS FARGO & CO COM 0.0%
Value $81,913 (+9.3%) Shares 991 (+5.3%) Est. Cost $51.35 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $8,585 (+436.9%) Shares 148 (+362.5%) Est. Cost $56.27 Unrealized
CMI CUMMINS INC COM 0.0%
Value $10,698 (+184.1%) Shares 15 (+114.3%) Est. Cost $532.68 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $19,672 (+53.7%) Shares 70 (+7.7%) Est. Cost $212.40 Unrealized
DXCM DEXCOM INC COM 0.0%
Value $10,911 (+167.3%) Shares 162 (+149.2%) Est. Cost $69.36 Unrealized
TER TERADYNE INC COM 0.0%
Value $8,225 (+455.0%) Shares 17 (+240.0%) Est. Cost $419.72 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $9,176 (+276.5%) Shares 67 (+346.7%) Est. Cost $153.81 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $24,929 (+37.0%) Shares 520 (+5.1%) Est. Cost $115.10 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value $56,255 (+13.4%) Shares 216 (+7.5%) Est. Cost $153.18 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $19,347 (+51.1%) Shares 114 (+62.9%) Est. Cost $138.65 Unrealized
CPRT COPART INC COM 0.0%
Value $7,019 (+1221.8%) Shares 249 (+1456.3%) Est. Cost $29.04 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $23,512 (+38.0%) Shares 24 (+26.3%) Est. Cost $749.69 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $26,539 (+32.1%) Shares 357 (+29.3%) Est. Cost $53.35 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $7,340 (+721.0%) Shares 45 (+800.0%) Est. Cost $163.94 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value $19,112 (+50.6%) Shares 71 (+29.1%) Est. Cost $133.07 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value $6,880 (+1198.1%) Shares 40 (+900.0%) Est. Cost $170.34 Unrealized
FTNT FORTINET INC COM 0.0%
Value $10,907 (+138.4%) Shares 71 (+26.8%) Est. Cost $101.20 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value $10,675 (+144.4%) Shares 41 (+10.8%) Est. Cost $138.12 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value $16,405 (+61.1%) Shares 227 (+54.4%) Est. Cost $69.99 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $7,173 (+621.6%) Shares 157 (+441.4%) Est. Cost $46.16 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value $8,536 (+257.5%) Shares 25 (+212.5%) Est. Cost $344.78 Unrealized
NUE NUCOR CORP COM 0.0%
Value $10,692 (+134.2%) Shares 48 (+77.8%) Est. Cost $164.56 Unrealized
EQT EQT CORP COM 0.0%
Value $11,432 (+113.8%) Shares 215 (+156.0%) Est. Cost $53.20 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $7,105 (+560.3%) Shares 24 (+700.0%) Est. Cost $309.14 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $7,634 (+370.9%) Shares 99 (+312.5%) Est. Cost $81.28 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value $24,296 (+32.8%) Shares 95 (+26.7%) Est. Cost $165.19 Unrealized
LIN LINDE PLC SHS 0.0%
Value $56,100 (+11.9%) Shares 108 (+6.9%) Est. Cost $456.02 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $8,232 (+263.4%) Shares 44 (+266.7%) Est. Cost $192.30 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $9,666 (+158.9%) Shares 106 (+211.8%) Est. Cost $96.06 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $20,109 (+41.4%) Shares 629 (+48.3%) Est. Cost $25.34 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $19,871 (+41.8%) Shares 136 (+27.1%) Est. Cost $93.65 Unrealized
DG DOLLAR GEN CORP COM 0.0%
Value $11,291 (+102.0%) Shares 98 (+108.5%) Est. Cost $126.52 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $11,910 (+91.2%) Shares 750 (+62.7%) Est. Cost $14.78 Unrealized
GNTX GENTEX CORP COM 0.0%
Value $9,653 (+136.2%) Shares 382 (+104.3%) Est. Cost $24.66 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $36,479 (+17.6%) Shares 507 (+7.9%) Est. Cost $57.00 Unrealized
PATH UIPATH INC CL A 0.0%
Value $9,674 (+125.8%) Shares 890 (+130.6%) Est. Cost $12.00 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $12,490 (+75.0%) Shares 28 (+55.6%) Est. Cost $457.16 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $17,265 (+44.5%) Shares 46 (+7.0%) Est. Cost $308.68 Unrealized
AYI ACUITY INC COM 0.0%
Value $12,806 (+69.3%) Shares 34 (+25.9%) Est. Cost $333.05 Unrealized
MCK MCKESSON CORP COM 0.0%
Value $29,509 (+21.6%) Shares 39 (+39.3%) Est. Cost $662.78 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $5,517 (+1344.2%) Shares 157 (+1644.4%) Est. Cost $35.32 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value $7,216 (+245.1%) Shares 16 (+300.0%) Est. Cost $505.73 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value $5,836 (+687.6%) Shares 28 (+833.3%) Est. Cost $203.94 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value $8,345 (+154.9%) Shares 130 (+30.0%) Est. Cost $48.15 Unrealized
KEY KEYCORP COM 0.0%
Value $5,739 (+741.5%) Shares 249 (+632.4%) Est. Cost $22.86 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $14,741 (+51.9%) Shares 147 (+5.0%) Est. Cost $68.58 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $8,477 (+141.4%) Shares 113 (+135.4%) Est. Cost $74.90 Unrealized
RS RELIANCE INC COM 0.0%
Value $11,955 (+71.0%) Shares 32 (+39.1%) Est. Cost $339.96 Unrealized
CL Colgate Palmolive Co/Com 0.0%
Value $41,837 (+13.3%) Shares 456 (+5.3%) Est. Cost $84.77 Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $7,032 (+227.8%) Shares 92 (+196.8%) Est. Cost $75.22 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value $18,932 (+34.6%) Shares 382 (+6.1%) Est. Cost $36.69 Unrealized
CSX CSX CORP COM 0.0%
Value $28,788 (+20.3%) Shares 606 (+3.9%) Est. Cost $33.33 Unrealized
FFIV F5 INC COM 0.0%
Value $11,180 (+75.6%) Shares 27 (+22.7%) Est. Cost $304.53 Unrealized
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value $9,479 (+100.6%) Shares 137 (+67.1%) Est. Cost $63.94 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $15,187 (+45.6%) Shares 158 (+9.7%) Est. Cost $63.18 Unrealized
DHI D R HORTON INC COM 0.0%
Value $18,243 (+34.3%) Shares 112 (+13.1%) Est. Cost $156.23 Unrealized
CME CME GROUP INC COM 0.0%
Value $18,108 (-20.4%) Shares 82 (+6.5%) Est. Cost $233.38 Unrealized
R RYDER SYS INC COM 0.0%
Value $12,397 (+59.4%) Shares 47 (+23.7%) Est. Cost $211.69 Unrealized
PODD INSULET CORP COM 0.0%
Value $5,024 (+1096.2%) Shares 33 (+1550.0%) Est. Cost $159.78 Unrealized
DBX DROPBOX INC CL A 0.0%
Value $6,593 (+226.1%) Shares 240 (+169.7%) Est. Cost $26.82 Unrealized
ABT Abbott Labs Com/Inv 0.0%
Value $53,822 (-7.8%) Shares 593 (+4.2%) Est. Cost $112.26 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $20,887 (+27.1%) Shares 104 (+15.6%) Est. Cost $188.85 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value $7,432 (+147.4%) Shares 256 (+120.7%) Est. Cost $29.31 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $4,942 (+843.1%) Shares 44 (+1000.0%) Est. Cost $110.99 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value $11,035 (+66.4%) Shares 290 (+34.3%) Est. Cost $33.10 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $4,761 (+1179.8%) Shares 174 (+1833.3%) Est. Cost $28.33 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value $22,134 (+24.6%) Shares 155 (+14.0%) Est. Cost $122.05 Unrealized
FLEX FLEX LTD ORD 0.0%
Value $6,807 (+173.7%) Shares 42 (+10.5%) Est. Cost $50.88 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $19,869 (+27.4%) Shares 284 (+9.2%) Est. Cost $55.30 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value $23,639 (+21.8%) Shares 75 (+27.1%) Est. Cost $355.04 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $8,057 (+109.8%) Shares 82 (+156.3%) Est. Cost $102.55 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $6,948 (+147.7%) Shares 154 (+30.5%) Est. Cost $24.45 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 0.0%
Value $21,269 (+24.1%) Shares 902 (+3.9%) Est. Cost $15.45 Unrealized
AFL AFLAC INC COM 0.0%
Value $12,780 (+47.5%) Shares 109 (+38.0%) Est. Cost $92.93 Unrealized
M MACYS INC COM 0.0%
Value $14,059 (+40.3%) Shares 597 (+7.8%) Est. Cost $21.70 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value $12,131 (+49.2%) Shares 134 (+12.6%) Est. Cost $77.05 Unrealized
KRC KILROY REALTY CORP COM 0.0%
Value $9,068 (+77.6%) Shares 242 (+33.7%) Est. Cost $30.54 Unrealized
PCAR PACCAR INC COM 0.0%
Value $18,138 (+27.7%) Shares 151 (+22.8%) Est. Cost $108.37 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $18,698 (+26.6%) Shares 112 (+31.8%) Est. Cost $189.13 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $16,677 (+30.7%) Shares 45 (+15.4%) Est. Cost $294.91 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $9,225 (+73.2%) Shares 79 (+71.7%) Est. Cost $106.78 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $23,710 (+19.7%) Shares 312 (+7.2%) Est. Cost $58.77 Unrealized
PPL PPL CORP COM 0.0%
Value $8,397 (+86.3%) Shares 231 (+95.8%) Est. Cost $32.97 Unrealized
BXP BXP INC COM 0.0%
Value $13,196 (+41.3%) Shares 199 (+10.6%) Est. Cost $68.04 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value $11,521 (+49.9%) Shares 16 (+14.3%) Est. Cost $420.45 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $32,378 (+13.1%) Shares 237 (+8.7%) Est. Cost $95.67 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $11,182 (-25.1%) Shares 262 (+10.1%) Est. Cost $78.52 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value $10,155 (+58.5%) Shares 278 (+14.4%) Est. Cost $29.89 Unrealized
VST VISTRA CORP COM 0.0%
Value $16,656 (+28.8%) Shares 105 (+22.1%) Est. Cost $153.73 Unrealized
AMG AFFILIATED MANAGERS GROUP COM 0.0%
Value $9,814 (+61.2%) Shares 29 (+31.8%) Est. Cost $318.63 Unrealized
BDX Becton Dickinson & Co/Com 0.0%
Value $14,679 (+33.4%) Shares 97 (+38.6%) Est. Cost $180.66 Unrealized
RMD RESMED INC COM 0.0%
Value $5,457 (+203.8%) Shares 28 (+250.0%) Est. Cost $207.04 Unrealized
LMT Lockheed Martin Corp/Com 0.0%
Value $26,120 (-12.2%) Shares 51 (+4.1%) Est. Cost $508.21 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $17,838 (+25.6%) Shares 1,862 (+4.1%) Est. Cost $5.98 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $13,767 (+35.6%) Shares 79 (+33.9%) Est. Cost $144.67 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $13,832 (+35.2%) Shares 182 (+7.1%) Est. Cost $63.97 Unrealized
CROX CROCS INC COM 0.0%
Value $8,807 (+68.4%) Shares 73 (+15.9%) Est. Cost $92.63 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value $10,547 (+49.5%) Shares 51 (+15.9%) Est. Cost $166.70 Unrealized
PG Procter and Gamble Co Com 0.0%
Value $122K (+2.9%) Shares 835 (+1.5%) Est. Cost $140.24 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value $9,394 (+58.0%) Shares 306 (+30.8%) Est. Cost $28.61 Unrealized
EQIX EQUINIX INC COM 0.0%
Value $8,384 (+69.8%) Shares 8 (+60.0%) Est. Cost $881.24 Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value $9,060 (+60.4%) Shares 112 (+93.1%) Est. Cost $80.57 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value $6,310 (+113.6%) Shares 92 (+87.8%) Est. Cost $66.23 Unrealized
ECL ECOLAB INC COM 0.0%
Value $20,911 (+19.0%) Shares 75 (+13.6%) Est. Cost $260.34 Unrealized
BWA BORGWARNER INC COM 0.0%
Value $12,218 (+37.3%) Shares 184 (+12.2%) Est. Cost $52.26 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $10,278 (+47.0%) Shares 128 (+45.5%) Est. Cost $72.62 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $63,940 (+5.4%) Shares 664 (+5.6%) Est. Cost $104.16 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $7,848 (+71.6%) Shares 332 (+63.5%) Est. Cost $27.68 Unrealized
TWLO TWILIO INC CL A 0.0%
Value $7,634 (+73.3%) Shares 37 (+5.7%) Est. Cost $123.43 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $23,271 (-12.2%) Shares 948 (+2.7%) Est. Cost $31.82 Unrealized
F FORD MTR CO COM 0.0%
Value $12,885 (+33.2%) Shares 927 (+10.6%) Est. Cost $11.06 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $6,436 (+99.3%) Shares 13 (+44.4%) Est. Cost $379.34 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value $6,665 (+90.9%) Shares 20 (+66.7%) Est. Cost $329.83 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $6,176 (+104.1%) Shares 182 (+133.3%) Est. Cost $31.79 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $37,315 (+9.0%) Shares 138 (+4.5%) Est. Cost $219.79 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value $11,657 (+35.8%) Shares 98 (+5.4%) Est. Cost $90.41 Unrealized
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $9,284 (+48.7%) Shares 585 (+46.3%) Est. Cost $16.12 Unrealized
MTB M & T BK CORP COM 0.0%
Value $10,501 (+40.7%) Shares 44 (+22.2%) Est. Cost $173.19 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value $56,348 (-5.1%) Shares 446 (+4.7%) Est. Cost $84.46 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $11,202 (+36.8%) Shares 32 (+10.3%) Est. Cost $170.03 Unrealized
STT STATE STR CORP COM 0.0%
Value $7,802 (+62.2%) Shares 46 (+21.1%) Est. Cost $104.16 Unrealized
EIX EDISON INTL COM 0.0%
Value $35,625 (+9.0%) Shares 479 (+7.2%) Est. Cost $64.14 Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value $10,836 (+36.9%) Shares 66 (+11.9%) Est. Cost $138.30 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value $10,882 (+35.1%) Shares 57 (+35.7%) Est. Cost $167.57 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $9,408 (+42.7%) Shares 109 (+32.9%) Est. Cost $87.48 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value $8,964 (+44.7%) Shares 145 (+28.3%) Est. Cost $58.94 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $15,201 (+21.9%) Shares 46 (+12.2%) Est. Cost $269.77 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value $9,650 (+39.1%) Shares 322 (+97.5%) Est. Cost $39.15 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value $9,728 (+38.6%) Shares 87 (+24.3%) Est. Cost $108.07 Unrealized
KVUE KENVUE INC COM 0.0%
Value $2,675 (+15635.3%) Shares 140 (+13900.0%) Est. Cost $19.10 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $25,892 (+11.3%) Shares 191 (+8.5%) Est. Cost $116.49 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $14,170 (+22.5%) Shares 135 (+16.4%) Est. Cost $76.41 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value $5,660 (+84.7%) Shares 150 (+68.5%) Est. Cost $35.65 Unrealized
AON AON PLC SHS CL A 0.0%
Value $12,273 (+26.7%) Shares 37 (+23.3%) Est. Cost $332.67 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value $10,297 (+33.2%) Shares 12 (+9.1%) Est. Cost $142.04 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $6,879 (+59.3%) Shares 101 (+42.3%) Est. Cost $65.43 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value $16,307 (+18.6%) Shares 239 (+7.7%) Est. Cost $54.19 Unrealized
CART MAPLEBEAR INC COM 0.0%
Value $9,470 (+36.7%) Shares 200 (+8.1%) Est. Cost $38.93 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $7,798 (+47.8%) Shares 36 (+33.3%) Est. Cost $188.14 Unrealized
AFG AMERICAN FINANCIAL GROUP INC COM 0.0%
Value $9,796 (+34.6%) Shares 70 (+22.8%) Est. Cost $131.12 Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $8,833 (+39.8%) Shares 501 (+18.2%) Est. Cost $12.95 Unrealized
MMM 3M Co Com/Inv 0.0%
Value $15,705 (+18.8%) Shares 97 (+6.6%) Est. Cost $100.20 Unrealized
MET METLIFE INC COM 0.0%
Value $8,630 (+40.3%) Shares 102 (+17.2%) Est. Cost $67.63 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $18,712 (-11.4%) Shares 128 (+5.8%) Est. Cost $215.43 Unrealized
UDR UDR INC COM 0.0%
Value $11,337 (+26.6%) Shares 284 (+7.2%) Est. Cost $36.91 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value $10,161 (+30.4%) Shares 83 (+38.3%) Est. Cost $174.03 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $12,459 (+23.2%) Shares 163 (+17.3%) Est. Cost $63.58 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $5,708 (+68.1%) Shares 189 (+45.4%) Est. Cost $24.80 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value $4,577 (+96.9%) Shares 106 (+92.7%) Est. Cost $44.48 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $10,291 (+27.5%) Shares 386 (+31.3%) Est. Cost $19.30 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value $72,582 (+3.1%) Shares 827 (+9.1%) Est. Cost $77.82 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $2,918 (+310.4%) Shares 32 (+190.9%) Est. Cost $83.47 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $6,669 (+48.2%) Shares 521 (+42.7%) Est. Cost $12.47 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value $10,035 (+27.2%) Shares 96 (+31.5%) Est. Cost $123.40 Unrealized
FAST FASTENAL CO COM 0.0%
Value $10,182 (+25.4%) Shares 212 (+21.1%) Est. Cost $42.51 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $2,553 (+415.8%) Shares 27 (+237.5%) Est. Cost $85.54 Unrealized
CTVA CORTEVA INC COM 0.0%
Value $18,208 (+12.7%) Shares 215 (+11.4%) Est. Cost $64.47 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $3,920 (+109.9%) Shares 14 (+100.0%) Est. Cost $260.13 Unrealized
PCG PG&E CORP COM 0.0%
Value $3,414 (+149.2%) Shares 203 (+160.3%) Est. Cost $16.65 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value $3,181 (+179.5%) Shares 42 (+200.0%) Est. Cost $82.46 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $28,913 (+7.4%) Shares 116 (+20.8%) Est. Cost $251.81 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $5,095 (+64.1%) Shares 27 (+42.1%) Est. Cost $182.92 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $10,303 (+23.6%) Shares 72 (+9.1%) Est. Cost $128.75 Unrealized
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.0%
Value $15,588 (+14.4%) Shares 224 (+5.7%) Est. Cost $52.84 Unrealized
BX BLACKSTONE INC COM 0.0%
Value $15,062 (+14.9%) Shares 128 (+12.3%) Est. Cost $144.47 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value $5,388 (+56.8%) Shares 70 (+55.6%) Est. Cost $73.65 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $12,803 (+17.9%) Shares 50 (+6.4%) Est. Cost $235.26 Unrealized
NKE NIKE INC CL B 0.0%
Value $22,325 (-7.9%) Shares 544 (+18.5%) Est. Cost $85.38 Unrealized
WMT WALMART INC COM 0.0%
Value $190K (+1.0%) Shares 1,677 (+10.8%) Est. Cost $83.84 Unrealized
EVRG EVERGY INC COM 0.0%
Value $2,939 (+176.0%) Shares 34 (+161.5%) Est. Cost $77.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $6,158 (+43.4%) Shares 159 (+127.1%) Est. Cost $55.39 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $3,727 (+98.1%) Shares 50 (+100.0%) Est. Cost $76.26 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $40,830 (+4.7%) Shares 332 (+33.9%) Est. Cost $106.63 Unrealized
ROST ROSS STORES INC COM 0.0%
Value $20,646 (+9.5%) Shares 97 (+11.5%) Est. Cost $183.71 Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value $8,543 (+26.7%) Shares 112 (+69.7%) Est. Cost $99.09 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $8,265 (+27.2%) Shares 36 (+20.0%) Est. Cost $254.17 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $8,322 (+26.7%) Shares 92 (+12.2%) Est. Cost $79.93 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $9,277 (+23.2%) Shares 60 (+36.4%) Est. Cost $224.62 Unrealized
DASH DOORDASH INC CL A 0.0%
Value $8,488 (+25.6%) Shares 46 (+2.2%) Est. Cost $171.97 Unrealized
WAB WABTEC COM 0.0%
Value $5,931 (+39.6%) Shares 22 (+29.4%) Est. Cost $198.43 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $3,996 (+72.4%) Shares 3 (+50.0%) Est. Cost $1255.18 Unrealized
NDSN NORDSON CORP COM 0.0%
Value $2,715 (+155.2%) Shares 9 (+125.0%) Est. Cost $290.78 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value $27,347 (+6.4%) Shares 3,835 (+2.8%) Est. Cost $7.50 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $1,979 (+459.0%) Shares 149 (+238.6%) Est. Cost $11.27 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value $6,521 (+32.5%) Shares 60 (+20.0%) Est. Cost $103.82 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $6,534 (+32.2%) Shares 25 (+47.1%) Est. Cost $267.99 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $11,166 (+16.6%) Shares 38 (+15.2%) Est. Cost $269.95 Unrealized
AIZ ASSURANT INC COM 0.0%
Value $7,250 (+28.0%) Shares 27 (+3.8%) Est. Cost $233.50 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $6,598 (+31.2%) Shares 108 (+18.7%) Est. Cost $49.28 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $7,638 (+25.8%) Shares 99 (+6.5%) Est. Cost $78.14 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $2,955 (+111.7%) Shares 17 (+70.0%) Est. Cost $142.65 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value $13,506 (+12.9%) Shares 74 (+51.0%) Est. Cost $289.58 Unrealized
INCY INCYTE CORP COM 0.0%
Value $7,368 (+26.3%) Shares 65 (+4.8%) Est. Cost $100.52 Unrealized
RTX United Technologies Corp/Com 0.0%
Value $210K (+0.7%) Shares 1,106 (+2.4%) Est. Cost $136.72 Unrealized
BCH BANCO DE CHILE SPONSORED ADS 0.0%
Value $2,982 (+101.2%) Shares 75 (+87.5%) Est. Cost $35.40 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $3,737 (+62.3%) Shares 38 (+52.0%) Est. Cost $110.90 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $7,428 (+23.9%) Shares 40 (+5.3%) Est. Cost $155.52 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $7,445 (+23.8%) Shares 22 (+29.4%) Est. Cost $384.38 Unrealized
MSCI MSCI INC COM 0.0%
Value $9,003 (+18.8%) Shares 16 (+14.3%) Est. Cost $548.44 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $7,729 (+22.5%) Shares 40 (+8.1%) Est. Cost $194.84 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $16,969 (+9.0%) Shares 237 (+17.3%) Est. Cost $87.50 Unrealized
NEUBERGER NEXT GENERATION COMMON STOCK 0.0%
Value $3,308 (+71.3%) Shares 200 (+33.3%) Est. Cost $14.96 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value $3,924 (+54.0%) Shares 7 (+16.7%) Est. Cost $592.40 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $8,964 (+18.1%) Shares 55 (+3.8%) Est. Cost $157.07 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $1,861 (+268.5%) Shares 103 (+119.1%) Est. Cost $16.62 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $14,458 (+10.3%) Shares 157 (+10.6%) Est. Cost $95.46 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $8,505 (-13.6%) Shares 118 (+42.2%) Est. Cost $118.86 Unrealized
VTR VENTAS INC COM 0.0%
Value $5,629 (+29.0%) Shares 63 (+18.9%) Est. Cost $64.21 Unrealized
AES AES CORP COM 0.0%
Value $1,246 (+8800.0%) Shares 85 (+8400.0%) Est. Cost $14.66 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value $13,233 (+10.2%) Shares 48 (+6.7%) Est. Cost $273.19 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value $11,078 (+12.3%) Shares 135 (+9.8%) Est. Cost $75.62 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $13,709 (+9.5%) Shares 247 (+20.5%) Est. Cost $45.13 Unrealized
TGT TARGET CORP COM 0.0%
Value $9,731 (+14.0%) Shares 75 (+7.1%) Est. Cost $109.87 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $4,114 (+40.7%) Shares 27 (+35.0%) Est. Cost $125.30 Unrealized
CRH CRH PLC ORD 0.0%
Value $19,795 (+6.4%) Shares 185 (+4.5%) Est. Cost $100.40 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $14,113 (+8.9%) Shares 70 (+12.9%) Est. Cost $142.39 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $3,199 (+55.4%) Shares 24 (+33.3%) Est. Cost $135.21 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value $102K (+1.1%) Shares 2,079 (+13.2%) Est. Cost $54.48 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value $3,848 (+40.7%) Shares 13 (+30.0%) Est. Cost $252.13 Unrealized
SFD SMITHFIELD FOODS INC COM 0.0%
Value $7,885 (+16.0%) Shares 325 (+33.7%) Est. Cost $23.89 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value $11,044 (+10.6%) Shares 48 (+4.3%) Est. Cost $258.15 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $3,216 (-24.2%) Shares 37 (+8.8%) Est. Cost $231.90 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $8,044 (+14.6%) Shares 30 (+7.1%) Est. Cost $196.97 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $11,449 (+9.8%) Shares 85 (+10.4%) Est. Cost $129.56 Unrealized
KKR KKR & CO INC COM 0.0%
Value $12,390 (+8.9%) Shares 135 (+9.8%) Est. Cost $124.17 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value $16,899 (+6.4%) Shares 101 (+32.9%) Est. Cost $190.37 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $1,603 (+150.1%) Shares 28 (+180.0%) Est. Cost $57.12 Unrealized
VIRTUS ARTIFICIAL INTELLIGENCE COM 0.0%
Value $3,088 (+44.2%) Shares 110 (+10.0%) Est. Cost $24.40 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value $3,265 (+39.8%) Shares 9 (+28.6%) Est. Cost $369.55 Unrealized
WEX WEX INC COM 0.0%
Value $2,257 (+63.9%) Shares 16 (+77.8%) Est. Cost $149.44 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $5,300 (+19.9%) Shares 114 (+32.6%) Est. Cost $44.26 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $2,799 (+45.8%) Shares 64 (+45.5%) Est. Cost $35.50 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $11,947 (+7.8%) Shares 41 (+28.1%) Est. Cost $260.63 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $14,109 (-5.6%) Shares 179 (+1.7%) Est. Cost $77.44 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $25,903 (+3.3%) Shares 448 (+3.0%) Est. Cost $62.01 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $6,071 (-11.9%) Shares 125 (+17.9%) Est. Cost $45.85 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $2,166 (+59.9%) Shares 216 (+72.8%) Est. Cost $14.21 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value $975 (+421.4%) Shares 14 (+366.7%) Est. Cost $61.90 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value $3,326 (+30.3%) Shares 14 (+27.3%) Est. Cost $209.48 Unrealized
APA APA CORPORATION COM 0.0%
Value $10,097 (+8.1%) Shares 310 (+40.9%) Est. Cost $28.22 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value $9,284 (+8.8%) Shares 117 (+85.7%) Est. Cost $139.27 Unrealized
RACE FERRARI N V COM 0.0%
Value $4,467 (+20.0%) Shares 12 (+9.1%) Est. Cost $367.39 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $3,194 (+30.3%) Shares 27 (+22.7%) Est. Cost $130.31 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value $2,875 (+33.5%) Shares 30 (+15.4%) Est. Cost $122.12 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $7,358 (+10.9%) Shares 111 (+4.7%) Est. Cost $48.86 Unrealized
OMC Omnicom Group Inc/Com 0.0%
Value $1,165 (+157.7%) Shares 16 (+166.7%) Est. Cost $73.92 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value $1,287 (+118.9%) Shares 28 (+86.7%) Est. Cost $44.22 Unrealized
AGCO AGCO CORP COM 0.0%
Value $2,514 (+35.6%) Shares 21 (+31.3%) Est. Cost $119.61 Unrealized
VIRTUS CONVERTIBLE & INCOME FD COM NEW 0.0%
Value $3,078 (+26.9%) Shares 175 (+7.4%) Est. Cost $15.17 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $1,572 (+68.7%) Shares 139 (+95.8%) Est. Cost $16.04 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $1,454 (+78.6%) Shares 82 (+57.7%) Est. Cost $16.16 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $1,162 (+121.3%) Shares 8 (+100.0%) Est. Cost $145.24 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value $7,162 (+9.7%) Shares 195 (+21.9%) Est. Cost $23.80 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $1,156 (+116.9%) Shares 13 (+116.7%) Est. Cost $83.99 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $9,342 (-6.2%) Shares 121 (+14.2%) Est. Cost $82.01 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $632 (+2533.3%) Shares 19 (+1800.0%) Est. Cost $32.90 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $16,298 (+3.9%) Shares 32 (+39.1%) Est. Cost $511.91 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value $1,609 (+59.1%) Shares 61 (+64.9%) Est. Cost $27.75 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $981 (+152.8%) Shares 2 (+100.0%) Est. Cost $380.71 Unrealized
ROL ROLLINS INC COM 0.0%
Value $3,381 (-14.4%) Shares 81 (+9.5%) Est. Cost $48.99 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value $4,055 (+16.2%) Shares 53 (+17.8%) Est. Cost $69.40 Unrealized
MOS MOSAIC CO COM 0.0%
Value $572 (+2100.0%) Shares 27 (+2600.0%) Est. Cost $21.43 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value $15,206 (+3.7%) Shares 39 (+25.8%) Est. Cost $412.32 Unrealized
WAT WATERS CORP COM 0.0%
Value $1,125 (+88.8%) Shares 3 (+50.0%) Est. Cost $369.73 Unrealized
RVTY REVVITY INC COM 0.0%
Value $780 (+195.5%) Shares 7 (+133.3%) Est. Cost $122.82 Unrealized
ADSK AUTODESK INC COM 0.0%
Value $7,388 (-6.5%) Shares 38 (+15.2%) Est. Cost $266.65 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value $5,825 (+9.2%) Shares 67 (+13.6%) Est. Cost $72.43 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $897 (+104.8%) Shares 67 (+139.3%) Est. Cost $19.58 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $1,638 (+38.5%) Shares 155 (+30.3%) Est. Cost $13.28 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $20,016 (-2.2%) Shares 48 (+2.1%) Est. Cost $394.59 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $6,934 (+6.9%) Shares 12 (+9.1%) Est. Cost $529.32 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $1,147 (+63.2%) Shares 24 (+26.3%) Est. Cost $37.74 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value $1,671 (-20.8%) Shares 53 (+3.9%) Est. Cost $58.39 Unrealized
PIMCO INCOME STRATEGY FD COM 0.0%
Value $34,438 (+1.3%) Shares 4,370 (+2.8%) Est. Cost $8.42 Unrealized
SRE SEMPRA COM 0.0%
Value $40,627 (-0.9%) Shares 438 (+3.8%) Est. Cost $84.09 Unrealized
GLOB GLOBANT S A COM 0.0%
Value $3,560 (-9.2%) Shares 123 (+44.7%) Est. Cost $50.64 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,130 (+45.8%) Shares 29 (+61.1%) Est. Cost $45.49 Unrealized
XYL XYLEM INC COM 0.0%
Value $709 (+97.5%) Shares 6 (+100.0%) Est. Cost $121.44 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $945 (+57.5%) Shares 32 (+23.1%) Est. Cost $22.55 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value $9,560 (+3.7%) Shares 54 (+35.0%) Est. Cost $210.69 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $1,084 (+42.3%) Shares 11 (+37.5%) Est. Cost $96.25 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value $4,135 (+8.2%) Shares 36 (+5.9%) Est. Cost $79.34 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value $914 (+50.1%) Shares 82 (+51.9%) Est. Cost $8.91 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value $735 (+67.0%) Shares 3 (+50.0%) Est. Cost $165.07 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value $18,267 (-1.5%) Shares 230 (+15.0%) Est. Cost $77.90 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value $12,263 (-2.2%) Shares 140 (+2.2%) Est. Cost $58.95 Unrealized
VRSN VERISIGN INC COM 0.0%
Value $1,006 (+35.0%) Shares 4 (+33.3%) Est. Cost $264.58 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $1,805 (+15.9%) Shares 57 (+21.3%) Est. Cost $45.51 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value $9,732 (+2.5%) Shares 200 (+1.0%) Est. Cost $44.40 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $724 (+44.8%) Shares 19 (+35.7%) Est. Cost $48.89 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $607 (+52.5%) Shares 14 (+40.0%) Est. Cost $45.12 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $22,570 (-0.9%) Shares 101 (+2.0%) Est. Cost $192.80 Unrealized
L LOEWS CORP COM 0.0%
Value $1,698 (+13.7%) Shares 15 (+7.1%) Est. Cost $95.64 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value $12,783 (+1.5%) Shares 264 (+1.5%) Est. Cost $40.39 Unrealized
IT GARTNER INC COM 0.0%
Value $7,777 (+2.3%) Shares 60 (+25.0%) Est. Cost $184.36 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $5,033 (+3.6%) Shares 29 (+16.0%) Est. Cost $134.20 Unrealized
TOST TOAST INC CL A 0.0%
Value $1,335 (+14.5%) Shares 48 (+9.1%) Est. Cost $30.74 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $692 (+31.1%) Shares 11 (+57.1%) Est. Cost $54.78 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $2,755 (-5.3%) Shares 95 (+15.9%) Est. Cost $37.85 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $1,664 (+9.5%) Shares 35 (+16.7%) Est. Cost $39.76 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $5,419 (+2.4%) Shares 18 (+12.5%) Est. Cost $317.31 Unrealized
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value $2,023 (-5.3%) Shares 350 (+400.0%) Est. Cost $9.22 Unrealized
CVNA CARVANA CO CL A 0.0%
Value $2,304 (+4.7%) Shares 35 (+400.0%) Est. Cost $109.16 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value $3,263 (+2.7%) Shares 120 (+3.4%) Est. Cost $25.46 Unrealized
G GENPACT LIMITED SHS 0.0%
Value $3,135 (+2.6%) Shares 114 (+39.0%) Est. Cost $38.36 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value $2,177 (+3.1%) Shares 56 (+24.4%) Est. Cost $52.91 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $3,229 (+1.8%) Shares 129 (+1.6%) Est. Cost $24.98 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value $453 (-6.4%) Shares 16 (+33.3%) Est. Cost $64.79 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $7,024 (-0.1%) Shares 53 (+1.9%) Est. Cost $123.97 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $899 (-0.2%) Shares 6 (+20.0%) Est. Cost $130.18 Unrealized

Exited Positions (101)

IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.1%
Value $447K Shares 12,985 Est. Cost $34.45 Unrealized
XOM Exxon Mobile Corp/Com 0.0%
Value $159K Shares 938 Est. Cost $115.17 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value $86,891 Shares 1,155 Est. Cost $75.23 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $68,519 Shares 303 Est. Cost $189.93 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $54,855 Shares 1,489 Est. Cost $36.84 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value $47,900 Shares 2,500 Est. Cost $24.73 Unrealized
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $36,366 Shares 200 Est. Cost $181.83 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value $27,780 Shares 1,000 Est. Cost $27.78 Unrealized
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.0%
Value $27,738 Shares 600 Est. Cost $46.23 Unrealized
TZA DIREXION DAILY SMALL CAP BEAR 3X ETF 0.0%
Value $25,974 Shares 3,700 Est. Cost $10.55 Unrealized
NUVEEN PA INVT QUALITY MUN FD COM 0.0%
Value $23,860 Shares 2,000 Est. Cost $12.00 Unrealized
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.0%
Value $23,499 Shares 700 Est. Cost $33.57 Unrealized
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.0%
Value $21,180 Shares 500 Est. Cost $42.36 Unrealized
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value $20,856 Shares 300 Est. Cost $69.52 Unrealized
XTL STATE STREET SPDR S&P TELECOM ETF 0.0%
Value $18,806 Shares 100 Est. Cost $188.06 Unrealized
CORN TEUCRIUM CORN FUND 0.0%
Value $18,400 Shares 1,000 Est. Cost $18.40 Unrealized
PSQ PROSHARES SHORT QQQ 0.0%
Value $16,095 Shares 500 Est. Cost $32.19 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value $15,340 Shares 2,000 Est. Cost $5.88 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value $15,124 Shares 950 Est. Cost $19.22 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $15,039 Shares 581 Est. Cost $14.80 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value $15,000 Shares 5,000 Est. Cost $3.86 Unrealized
JPIE JP Morgan Income ETF 0.0%
Value $14,927 Shares 324 Est. Cost $46.07 Unrealized
NORW GLOBAL X MSCI NORWAY ETF 0.0%
Value $13,374 Shares 350 Est. Cost $38.21 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $13,357 Shares 140 Est. Cost $158.24 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value $12,292 Shares 200 Est. Cost $61.46 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $11,964 Shares 84 Est. Cost $135.04 Unrealized
WEAT TEUCRIUM WHEAT FUND 0.0%
Value $11,785 Shares 500 Est. Cost $23.57 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value $11,059 Shares 125 Est. Cost $92.97 Unrealized
CANE TEUCRIUM SUGAR FUND 0.0%
Value $10,440 Shares 1,000 Est. Cost $10.44 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $10,027 Shares 92 Est. Cost $111.47 Unrealized
INGR INGREDION INC COM 0.0%
Value $9,463 Shares 84 Est. Cost $116.19 Unrealized
BNO UNITED STATES BRENT OIL FUND LP 0.0%
Value $9,102 Shares 175 Est. Cost $52.01 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value $8,616 Shares 100 Est. Cost $91.10 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value $8,084 Shares 20 Est. Cost $404.20 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $7,055 Shares 53 Est. Cost $145.62 Unrealized
MDLN MEDLINE INC COM CL A 0.0%
Value $6,453 Shares 145 Est. Cost $44.84 Unrealized
FCN FTI CONSULTING INC COM 0.0%
Value $6,187 Shares 35 Est. Cost $172.42 Unrealized
EVMO EATON VANCE MORTGAGE OPPORTUNITIES ETF 0.0%
Value $5,946 Shares 118 Est. Cost $50.74 Unrealized
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value $5,725 Shares 336 Est. Cost $17.38 Unrealized
HAYW HAYWARD HLDGS INC COM 0.0%
Value $5,713 Shares 427 Est. Cost $16.27 Unrealized
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK 0.0%
Value $5,058 Shares 300 Est. Cost $10.86 Unrealized
SOLZ SOLANA ETF 0.0%
Value $4,598 Shares 550 Est. Cost $12.74 Unrealized
KMPR KEMPER CORP COM 0.0%
Value $4,523 Shares 148 Est. Cost $36.41 Unrealized
KOLD PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS 0.0%
Value $4,342 Shares 200 Est. Cost $21.71 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $3,885 Shares 85 Est. Cost $35.50 Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value $3,854 Shares 38 Est. Cost $103.15 Unrealized
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value $3,710 Shares 1,000 Est. Cost $3.72 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value $3,580 Shares 1,000 Est. Cost $3.58 Unrealized
BLACKROCK TECH AND PRIVATE EQU SHS BEN INT 0.0%
Value $3,300 Shares 500 Est. Cost $6.70 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value $3,181 Shares 10 Est. Cost $304.40 Unrealized
THORNBURG INCM BUILDER OPP TR COM 0.0%
Value $3,172 Shares 150 Est. Cost $21.15 Unrealized
KMX CARMAX INC COM 0.0%
Value $3,119 Shares 75 Est. Cost $44.89 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value $3,024 Shares 170 Est. Cost $17.79 Unrealized
GABELLI CONV & INC SECS FD INC COM 0.0%
Value $2,996 Shares 700 Est. Cost $4.18 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value $2,940 Shares 275 Est. Cost $10.69 Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value $2,915 Shares 500 Est. Cost $5.83 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value $2,847 Shares 175 Est. Cost $15.62 Unrealized
COLUMBIA SELIGM PREM TECH GRW COM 0.0%
Value $2,845 Shares 75 Est. Cost $37.93 Unrealized
ELLSWORTH GROWTH & INCOME FD COM 0.0%
Value $2,788 Shares 250 Est. Cost $11.15 Unrealized
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.0%
Value $2,788 Shares 250 Est. Cost $11.15 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value $2,774 Shares 220 Est. Cost $13.01 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value $2,723 Shares 250 Est. Cost $11.11 Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value $2,685 Shares 250 Est. Cost $10.79 Unrealized
RLI RLI CORP COM 0.0%
Value $2,510 Shares 44 Est. Cost $60.14 Unrealized
CNA CNA FINL CORP COM 0.0%
Value $2,434 Shares 53 Est. Cost $47.68 Unrealized
VIRTUS DIVERSIFIED INCM & CONV COM 0.0%
Value $2,430 Shares 100 Est. Cost $24.30 Unrealized
CLVT CLARIVATE PLC ORD SHS 0.0%
Value $2,310 Shares 913 Est. Cost $2.59 Unrealized
GABELLI UTIL TR COM 0.0%
Value $2,299 Shares 380 Est. Cost $6.07 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value $2,181 Shares 60 Est. Cost $36.35 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value $1,921 Shares 4 Est. Cost $542.35 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $1,744 Shares 7 Est. Cost $270.76 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value $1,436 Shares 22 Est. Cost $77.05 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value $1,400 Shares 11 Est. Cost $138.57 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $1,124 Shares 32 Est. Cost $28.33 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value $1,033 Shares 6 Est. Cost $192.48 Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value $815 Shares 21 Est. Cost $45.03 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value $743 Shares 25 Est. Cost $23.63 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value $687 Shares 9 Est. Cost $72.75 Unrealized
AA ALCOA CORP COM 0.0%
Value $663 Shares 10 Est. Cost $61.09 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value $642 Shares 5 Est. Cost $137.87 Unrealized
WEN WENDYS CO COM 0.0%
Value $598 Shares 86 Est. Cost $8.03 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value $581 Shares 22 Est. Cost $22.01 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value $570 Shares 7 Est. Cost $86.46 Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value $562 Shares 3 Est. Cost $181.07 Unrealized
RH RH COM 0.0%
Value $559 Shares 4 Est. Cost $208.18 Unrealized
TRU TRANSUNION COM 0.0%
Value $554 Shares 8 Est. Cost $78.92 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $533 Shares 12 Est. Cost $58.69 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value $507 Shares 3 Est. Cost $190.28 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $504 Shares 10 Est. Cost $66.69 Unrealized
COTY COTY INC COM CL A 0.0%
Value $496 Shares 247 Est. Cost $2.97 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $477 Shares 50 Est. Cost $22.60 Unrealized
WING WINGSTOP INC COM 0.0%
Value $465 Shares 3 Est. Cost $264.51 Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value $438 Shares 16 Est. Cost $37.97 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value $423 Shares 1 Est. Cost $477.38 Unrealized
DEO Diageo P L/A 0.0%
Value $372 Shares 5 Est. Cost $102.33 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $305 Shares 10 Est. Cost $25.98 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value $263 Shares 6 Est. Cost $43.83 Unrealized
FER FERROVIAL SE ORD SHS 0.0%
Value $260 Shares 4 Est. Cost $69.51 Unrealized
TCOM TRIP COM GROUP LTD ADS 0.0%
Value $249 Shares 5 Est. Cost $75.20 Unrealized
MDB MONGODB INC CL A 0.0%
Value $245 Shares 1 Est. Cost $363.83 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value $124 Shares 6 Est. Cost $20.37 Unrealized

Decreased Positions (204)

JAAA Janus Henderson AAA CLO ETF 0.4%
Value $2.029M (-94.5%) Shares 40,191 (-94.5%) Est. Cost $50.55 Unrealized
JPST JPMorgan Ultra-Short Income ETF 6.7%
Value $32.94M (-17.4%) Shares 651,468 (-17.3%) Est. Cost $50.54 Unrealized
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 1.6%
Value $7.802M (-28.4%) Shares 146,736 (-28.3%) Est. Cost $52.67 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $33,346 (-96.9%) Shares 264 (-97.5%) Est. Cost $58.41 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value $2.305M (-20.5%) Shares 3,078 (-30.7%) Est. Cost $533.17 Unrealized
CLIP Global X 1-3 Month T-Bill ETF 1.2%
Value $5.748M (-8.3%) Shares 57,284 (-8.2%) Est. Cost $42.10 Unrealized
BILS SPDR Bloomberg 3-12 Month T-Bill ETF 0.2%
Value $1.123M (-26.4%) Shares 11,302 (-26.3%) Est. Cost $99.44 Unrealized
COST Costco Whsl Corp/N 0.7%
Value $3.584M (-8.2%) Shares 3,831 (-2.3%) Est. Cost $579.64 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.3%
Value $1.313M (-19.5%) Shares 21,990 (-4.5%) Est. Cost $66.43 Unrealized
NOW SERVICENOW INC COM 0.0%
Value $25,217 (-88.5%) Shares 254 (-87.9%) Est. Cost $167.62 Unrealized
BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF 0.0%
Value $136K (-57.3%) Shares 6,700 (-57.3%) Est. Cost $20.25 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $205K (-45.8%) Shares 2,400 (-51.1%) Est. Cost $77.11 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $52,672 (-71.1%) Shares 1,005 (-71.0%) Est. Cost $52.70 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $51,301 (-69.3%) Shares 129 (-64.4%) Est. Cost $529.29 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill 0.5%
Value $2.654M (-4.0%) Shares 28,957 (-4.0%) Est. Cost $91.64 Unrealized
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 0.1%
Value $393K (-21.6%) Shares 16,421 (-20.5%) Est. Cost $24.24 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value $131K (-32.6%) Shares 3,222 (-5.4%) Est. Cost $65.45 Unrealized
GSL GLOBAL SHIP LEASE INC COM CL A 0.0%
Value $198K (-20.6%) Shares 5,265 (-21.4%) Est. Cost $22.55 Unrealized
ACN Accenture PLC Ireland/C 0.0%
Value $74,166 (-39.4%) Shares 596 (-3.4%) Est. Cost $264.89 Unrealized
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $118K (-27.1%) Shares 1,102 (-33.3%) Est. Cost $110.24 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $208 (-99.5%) Shares 12 (-99.5%) Est. Cost $16.31 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value $89,328 (-29.1%) Shares 3,650 (-17.7%) Est. Cost $35.33 Unrealized
TLTE FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND 0.0%
Value $16,484 (-67.3%) Shares 213 (-71.6%) Est. Cost $67.21 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $121K (+37.0%) Shares 291 (-10.7%) Est. Cost $455.07 Unrealized
PFE Pfizer Inc Com/Inv 0.0%
Value $56,730 (-35.7%) Shares 2,356 (-25.0%) Est. Cost $28.76 Unrealized
TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 0.0%
Value $10,200 (-74.2%) Shares 104 (-75.2%) Est. Cost $93.99 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $49,186 (+137.8%) Shares 114 (-9.5%) Est. Cost $115.82 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value $340K (-5.7%) Shares 5,893 (-7.0%) Est. Cost $56.90 Unrealized
VZ Verizon Communications Inc/Com 0.0%
Value $27,980 (-39.4%) Shares 661 (-28.1%) Est. Cost $38.05 Unrealized
TE T1 ENERGY INC COM NEW 0.0%
Value $109K (+18.4%) Shares 11,500 (-45.2%) Est. Cost $5.32 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $98,922 (+19.9%) Shares 329 (-1.2%) Est. Cost $228.44 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $3,129 (-83.5%) Shares 94 (-81.0%) Est. Cost $60.81 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $30,095 (+106.0%) Shares 667 (-1.0%) Est. Cost $10.65 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $413K (-3.6%) Shares 1,704 (-15.0%) Est. Cost $160.68 Unrealized
BABA Alibaba Grp Hldg LTD Sponsrd ADS 0.0%
Value $39,736 (-27.4%) Shares 414 (-5.0%) Est. Cost $112.80 Unrealized
ADBE ADOBE INC COM 0.0%
Value $40,389 (-26.8%) Shares 197 (-13.2%) Est. Cost $361.74 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $46,190 (-23.4%) Shares 1,000 (-10.6%) Est. Cost $58.39 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $5,157 (-71.0%) Shares 85 (-62.7%) Est. Cost $87.00 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $44,557 (-20.4%) Shares 477 (-7.7%) Est. Cost $60.89 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $34,039 (-24.0%) Shares 327 (-3.5%) Est. Cost $98.19 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $39,816 (-20.9%) Shares 400 (-38.5%) Est. Cost $98.34 Unrealized
KR KROGER CO COM 0.0%
Value $10,106 (-48.8%) Shares 182 (-33.3%) Est. Cost $61.07 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value $508 (-94.8%) Shares 18 (-95.2%) Est. Cost $26.90 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value $2,517 (-78.6%) Shares 7 (-80.6%) Est. Cost $330.24 Unrealized
BYD BOYD GAMING CORP COM 0.0%
Value $177 (-98.1%) Shares 2 (-98.2%) Est. Cost $85.16 Unrealized
GGG GRACO INC COM 0.0%
Value $151 (-98.4%) Shares 2 (-98.2%) Est. Cost $89.05 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $35,901 (-19.6%) Shares 463 (-3.5%) Est. Cost $59.42 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value $845 (-91.0%) Shares 19 (-92.4%) Est. Cost $37.74 Unrealized
RRC RANGE RES CORP COM 0.0%
Value $632 (-93.1%) Shares 17 (-91.6%) Est. Cost $36.16 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $12,907 (-39.4%) Shares 54 (-28.0%) Est. Cost $212.18 Unrealized
TXT TEXTRON INC COM 0.0%
Value $642 (-92.8%) Shares 7 (-93.1%) Est. Cost $94.02 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $614 (-92.8%) Shares 6 (-93.5%) Est. Cost $85.44 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value $10,567 (-42.6%) Shares 204 (-41.7%) Est. Cost $52.64 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value $22,737 (-25.5%) Shares 135 (-8.8%) Est. Cost $190.46 Unrealized
VIRTUS STONE HBR EMRG MKTS INC COM 0.0%
Value $2,790 (-72.9%) Shares 500 (-76.7%) Est. Cost $5.05 Unrealized
NTES NETEASE COM INC SPONSORED ADS 0.0%
Value $65,992 (+12.7%) Shares 515 (-1.5%) Est. Cost $86.74 Unrealized
COR CENCORA INC COM 0.0%
Value $3,113 (-70.0%) Shares 11 (-66.7%) Est. Cost $319.75 Unrealized
PBR PETROLEO BRASILEIRO S A SPONSORED ADR 0.0%
Value $15,821 (-30.8%) Shares 979 (-11.2%) Est. Cost $14.05 Unrealized
CF CF INDUSTRIES HOLD COM 0.0%
Value $2,490 (-73.7%) Shares 23 (-68.5%) Est. Cost $90.08 Unrealized
PEP PEPSICO INC COM 0.0%
Value $34,956 (-16.5%) Shares 258 (-4.4%) Est. Cost $151.95 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.0%
Value $1,683 (-80.2%) Shares 23 (-82.0%) Est. Cost $72.55 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $1,899 (-78.0%) Shares 13 (-78.0%) Est. Cost $146.60 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value $33,253 (+24.9%) Shares 1,238 (-1.6%) Est. Cost $16.50 Unrealized
LOPE GRAND CANYON ED INC COM 0.0%
Value $859 (-88.5%) Shares 6 (-86.4%) Est. Cost $169.55 Unrealized
FISV FISERV INC COM 0.0%
Value $2,158 (-75.4%) Shares 44 (-72.0%) Est. Cost $81.71 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $5,264 (-55.4%) Shares 10 (-52.4%) Est. Cost $627.27 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value $1,252 (-83.8%) Shares 24 (-81.8%) Est. Cost $64.52 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $2,404 (-72.6%) Shares 21 (-76.7%) Est. Cost $110.17 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value $2,927 (-68.4%) Shares 48 (-72.3%) Est. Cost $63.23 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $382 (-94.2%) Shares 4 (-93.8%) Est. Cost $115.31 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $25,545 (-19.5%) Shares 354 (-19.7%) Est. Cost $76.37 Unrealized
WU WESTERN UN CO COM 0.0%
Value $585 (-91.3%) Shares 76 (-90.2%) Est. Cost $8.73 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value $802 (-88.4%) Shares 5 (-88.1%) Est. Cost $192.76 Unrealized
MCO MOODYS CORP COM 0.0%
Value $8,196 (-41.4%) Shares 18 (-43.8%) Est. Cost $440.68 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value $167 (-97.2%) Shares 2 (-97.5%) Est. Cost $78.06 Unrealized
NUVEEN CA DIVI ADV MUN COM 0.0%
Value $3,030 (-65.3%) Shares 250 (-66.7%) Est. Cost $11.50 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $714 (-88.7%) Shares 13 (-92.0%) Est. Cost $56.84 Unrealized
ASH ASHLAND INC COM 0.0%
Value $461 (-92.3%) Shares 7 (-93.5%) Est. Cost $62.37 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $69,700 (+8.5%) Shares 319 (-1.5%) Est. Cost $207.06 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value $3,547 (-60.3%) Shares 91 (-62.1%) Est. Cost $28.72 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $12,481 (-29.8%) Shares 20 (-13.0%) Est. Cost $720.78 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $117K (-4.2%) Shares 1,242 (-3.3%) Est. Cost $96.05 Unrealized
MRK MERCK & CO INC COM 0.0%
Value $120K (+4.4%) Shares 932 (-2.3%) Est. Cost $87.68 Unrealized
AEE AMEREN CORP COM 0.0%
Value $33,024 (-13.1%) Shares 292 (-15.6%) Est. Cost $88.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $25,890 (-16.1%) Shares 449 (-11.8%) Est. Cost $52.59 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $39,557 (+13.6%) Shares 416 (-1.4%) Est. Cost $55.18 Unrealized
ADT ADT INC DEL COM 0.0%
Value $1,632 (-74.1%) Shares 251 (-73.9%) Est. Cost $7.66 Unrealized
VIRTUS EQUITY & CONV INCM FD COM 0.0%
Value $4,029 (-53.5%) Shares 150 (-59.6%) Est. Cost $24.31 Unrealized
CNM CORE & MAIN INC CL A 0.0%
Value $1,399 (-76.6%) Shares 29 (-76.0%) Est. Cost $53.73 Unrealized
USB US BANCORP COM NEW 0.0%
Value $26,334 (-14.8%) Shares 436 (-26.6%) Est. Cost $45.74 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $33,292 (-11.5%) Shares 771 (-7.3%) Est. Cost $53.68 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $4,504 (-48.6%) Shares 109 (-37.4%) Est. Cost $39.47 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value $4,339 (-49.1%) Shares 14 (-50.0%) Est. Cost $336.02 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $29,367 (-12.4%) Shares 232 (-9.4%) Est. Cost $115.65 Unrealized
LEA LEAR CORP COM NEW 0.0%
Value $2,145 (-65.3%) Shares 16 (-68.6%) Est. Cost $127.70 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $11,947 (+49.2%) Shares 304 (-1.3%) Est. Cost $27.10 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value $74,127 (+5.5%) Shares 410 (-3.5%) Est. Cost $132.28 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value $1,953 (-66.0%) Shares 1 (-66.7%) Est. Cost $2077.98 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value $11,616 (-24.5%) Shares 105 (-22.8%) Est. Cost $101.16 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $142 (-96.3%) Shares 1 (-94.4%) Est. Cost $213.73 Unrealized
UGI UGI CORP NEW COM 0.0%
Value $4,628 (-44.5%) Shares 134 (-41.5%) Est. Cost $37.37 Unrealized
GDDY GODADDY INC CL A 0.0%
Value $3,141 (-53.7%) Shares 37 (-54.9%) Est. Cost $110.19 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $6,249 (-36.2%) Shares 77 (-36.4%) Est. Cost $81.53 Unrealized
TPR TAPESTRY INC COM 0.0%
Value $13,321 (-20.7%) Shares 91 (-23.5%) Est. Cost $96.42 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value $3,198 (-52.0%) Shares 120 (-52.4%) Est. Cost $27.97 Unrealized
LKQ LKQ CORP COM 0.0%
Value $2,449 (-58.3%) Shares 93 (-53.5%) Est. Cost $33.25 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value $31,364 (-9.6%) Shares 407 (-12.7%) Est. Cost $54.53 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value $25,132 (-11.7%) Shares 1,671 (-6.5%) Est. Cost $11.90 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $4,033 (-44.8%) Shares 26 (-27.8%) Est. Cost $159.26 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $6,603 (-32.1%) Shares 123 (-16.3%) Est. Cost $42.02 Unrealized
HTHT H WORLD GROUP LTD SPONSORED ADS 0.0%
Value $3,922 (-41.4%) Shares 94 (-29.3%) Est. Cost $47.96 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $8,419 (-24.3%) Shares 206 (-9.6%) Est. Cost $39.19 Unrealized
CDW CDW CORP COM 0.0%
Value $3,657 (-40.7%) Shares 26 (-49.0%) Est. Cost $129.97 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $14,864 (-14.2%) Shares 190 (-5.0%) Est. Cost $82.02 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value $2,250 (-52.1%) Shares 265 (-30.4%) Est. Cost $13.75 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $9,876 (-19.6%) Shares 127 (-5.9%) Est. Cost $71.53 Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value $482 (-83.2%) Shares 19 (-85.2%) Est. Cost $20.06 Unrealized
VOYA ASIA PAC HIGH DIV EQT INM COM 0.0%
Value $3,105 (-42.8%) Shares 335 (-54.5%) Est. Cost $7.32 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $16,613 (-12.1%) Shares 70 (-13.6%) Est. Cost $240.19 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $7,472 (-22.5%) Shares 110 (-32.5%) Est. Cost $62.03 Unrealized
CHWY CHEWY INC CL A 0.0%
Value $5,050 (-29.7%) Shares 257 (-3.4%) Est. Cost $29.26 Unrealized
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value $3,357 (-38.4%) Shares 402 (-31.5%) Est. Cost $16.45 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $26,944 (-7.0%) Shares 514 (-2.1%) Est. Cost $38.87 Unrealized
CALX CALIX INC COM 0.0%
Value $672 (-75.1%) Shares 18 (-67.3%) Est. Cost $42.60 Unrealized
XPEV XPENG INC ADS 0.0%
Value $3,244 (-38.2%) Shares 245 (-20.2%) Est. Cost $16.98 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value $1,168 (-62.8%) Shares 15 (-64.3%) Est. Cost $64.77 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value $10,936 (+21.4%) Shares 201 (-4.3%) Est. Cost $43.77 Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value $3,883 (-33.2%) Shares 32 (-45.8%) Est. Cost $120.74 Unrealized
GAP GAP INC COM 0.0%
Value $691 (-73.1%) Shares 37 (-65.1%) Est. Cost $24.05 Unrealized
TKR TIMKEN CO COM 0.0%
Value $9,300 (+25.0%) Shares 64 (-13.5%) Est. Cost $98.42 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value $278 (-86.8%) Shares 6 (-88.7%) Est. Cost $43.99 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $1,030 (-63.2%) Shares 10 (-44.4%) Est. Cost $184.66 Unrealized
NIO NIO INC SPON ADS 0.0%
Value $2,849 (-37.5%) Shares 563 (-25.5%) Est. Cost $5.74 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value $22,144 (-7.2%) Shares 334 (-3.2%) Est. Cost $39.96 Unrealized
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value $13,911 (-10.7%) Shares 4,009 (-6.0%) Est. Cost $2.45 Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value $6,011 (-21.5%) Shares 117 (-10.7%) Est. Cost $51.30 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $23,410 (-6.3%) Shares 1,167 (-3.3%) Est. Cost $27.96 Unrealized
PTC PTC INC COM 0.0%
Value $114 (-92.7%) Shares 1 (-90.9%) Est. Cost $160.93 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $14,526 (-9.0%) Shares 91 (-11.7%) Est. Cost $140.42 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $5,900 (-18.8%) Shares 135 (-10.0%) Est. Cost $43.81 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $6,746 (-16.3%) Shares 40 (-14.9%) Est. Cost $174.67 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $485 (-71.9%) Shares 5 (-72.2%) Est. Cost $95.86 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value $5,275 (+29.7%) Shares 30 (-9.1%) Est. Cost $135.42 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value $8,429 (+16.6%) Shares 279 (-4.1%) Est. Cost $28.55 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value $5,079 (-18.9%) Shares 46 (-30.3%) Est. Cost $100.04 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $2,512 (-31.6%) Shares 22 (-8.3%) Est. Cost $188.79 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value $7,889 (-12.7%) Shares 140 (-16.2%) Est. Cost $50.32 Unrealized
VWO Vanguard FTSE EmgMkts ETF 0.0%
Value $3,785 (-22.1%) Shares 63 (-30.0%) Est. Cost $52.13 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $3,701 (-19.3%) Shares 277 (-13.2%) Est. Cost $12.81 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value $1,887 (-31.7%) Shares 183 (-39.0%) Est. Cost $9.21 Unrealized
BITI PROSHARES SHORT BITCOIN ETF 0.0%
Value $5,806 (-12.9%) Shares 200 (-20.0%) Est. Cost $26.66 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $61 (-93.2%) Shares 1 (-92.3%) Est. Cost $80.93 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value $6,994 (+13.4%) Shares 44 (-22.8%) Est. Cost $125.69 Unrealized
BBY BEST BUY INC COM 0.0%
Value $8,148 (+11.0%) Shares 107 (-6.1%) Est. Cost $67.02 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $22,789 (+3.7%) Shares 369 (-1.9%) Est. Cost $39.06 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value $6,753 (-10.3%) Shares 23 (-14.8%) Est. Cost $298.83 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value $180 (-80.3%) Shares 1 (-75.0%) Est. Cost $173.18 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value $4,550 (+19.1%) Shares 27 (-6.9%) Est. Cost $134.33 Unrealized
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value $5,749 (+14.0%) Shares 17 (-10.5%) Est. Cost $275.64 Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value $2,190 (-24.2%) Shares 202 (-33.6%) Est. Cost $10.24 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value $3,154 (-17.9%) Shares 47 (-7.8%) Est. Cost $83.45 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value $16,985 (-3.8%) Shares 89 (-4.3%) Est. Cost $238.80 Unrealized
BRKR BRUKER CORP COM 0.0%
Value $1,745 (+61.0%) Shares 29 (-3.3%) Est. Cost $45.39 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $7,731 (+9.3%) Shares 1,326 (-5.7%) Est. Cost $4.23 Unrealized
GLPI GAMING & LEISURE P COM 0.0%
Value $6,546 (-8.9%) Shares 147 (-9.3%) Est. Cost $44.37 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value $2,041 (-23.3%) Shares 7 (-36.4%) Est. Cost $256.89 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value $3,611 (-14.3%) Shares 442 (-12.1%) Est. Cost $6.57 Unrealized
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value $7,977 (-6.7%) Shares 253 (-14.8%) Est. Cost $28.80 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $3,232 (-14.8%) Shares 18 (-10.0%) Est. Cost $231.73 Unrealized
NVS Novartis A G/S 0.0%
Value $39,650 (-1.3%) Shares 253 (-3.8%) Est. Cost $114.97 Unrealized
HPQ HP INC COM 0.0%
Value $7,262 (+7.4%) Shares 331 (-6.0%) Est. Cost $20.22 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $5,461 (-7.5%) Shares 55 (-6.8%) Est. Cost $109.55 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $23,387 (+1.9%) Shares 389 (-3.5%) Est. Cost $63.79 Unrealized
INGM INGRAM MICRO HLDG CORP COM 0.0%
Value $6,858 (+6.2%) Shares 250 (-9.7%) Est. Cost $21.22 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $522 (-43.3%) Shares 56 (-39.1%) Est. Cost $9.99 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $6,266 (-5.9%) Shares 45 (-10.0%) Est. Cost $180.98 Unrealized
FNB F N B CORP COM 0.0%
Value $9,292 (-3.8%) Shares 487 (-15.7%) Est. Cost $17.61 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $6,578 (-5.3%) Shares 32 (-5.9%) Est. Cost $169.48 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $15,716 (+2.2%) Shares 369 (-2.9%) Est. Cost $42.94 Unrealized
DB DEUTSCHE BK AG NAMEN AKT 0.0%
Value $1,182 (-22.2%) Shares 35 (-31.4%) Est. Cost $30.39 Unrealized
VOYA EMERGING MKTS HIGH DIVID COM 0.0%
Value $3,120 (+12.1%) Shares 400 (-4.3%) Est. Cost $6.27 Unrealized
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value $7,674 (+4.5%) Shares 314 (-19.5%) Est. Cost $18.70 Unrealized
TTC TORO CO COM 0.0%
Value $8,378 (-3.6%) Shares 86 (-7.5%) Est. Cost $93.09 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value $2,104 (-12.1%) Shares 144 (-20.0%) Est. Cost $16.42 Unrealized
APPF APPFOLIO INC COM CL A 0.0%
Value $1,924 (-12.9%) Shares 12 (-14.3%) Est. Cost $200.24 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $2,514 (-10.1%) Shares 20 (-13.0%) Est. Cost $137.91 Unrealized
NUVEEN MULTI ASSET INCOME FUND COM 0.0%
Value $2,522 (-9.6%) Shares 178 (-20.9%) Est. Cost $12.99 Unrealized
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 0.0%
Value $2,952 (+10.0%) Shares 414 (-11.9%) Est. Cost $5.98 Unrealized
BALL BALL CORP COM 0.0%
Value $9,360 (+2.8%) Shares 150 (-2.6%) Est. Cost $60.27 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value $4,509 (-4.5%) Shares 59 (-13.2%) Est. Cost $57.30 Unrealized
DOV DOVER CORP COM 0.0%
Value $3,164 (-5.7%) Shares 14 (-12.5%) Est. Cost $194.41 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $7,019 (+2.6%) Shares 81 (-6.9%) Est. Cost $77.02 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value $9,558 (+1.6%) Shares 113 (-7.4%) Est. Cost $72.37 Unrealized
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 0.0%
Value $3,551 (+3.6%) Shares 131 (-7.1%) Est. Cost $30.80 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $659 (-15.7%) Shares 7 (-36.4%) Est. Cost $84.45 Unrealized
PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B 0.0%
Value $5,063 (-2.3%) Shares 20 (-4.8%) Est. Cost $171.38 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $1,062 (+12.7%) Shares 61 (-3.2%) Est. Cost $16.81 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value $450 (-20.8%) Shares 2 (-33.3%) Est. Cost $225.12 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value $2,763 (-3.1%) Shares 450 (-10.0%) Est. Cost $5.93 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value $1,134 (-6.1%) Shares 5 (-28.6%) Est. Cost $197.49 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $28,194 (-0.3%) Shares 297 (-2.0%) Est. Cost $72.94 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value $8,318 (-0.8%) Shares 56 (-3.4%) Est. Cost $131.00 Unrealized
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value $2,809 (+1.2%) Shares 109 (-16.2%) Est. Cost $21.04 Unrealized
IVOL KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF 0.0%
Value $22 (-54.2%) Shares 1 (-66.7%) Est. Cost $22.15 Unrealized

Unchanged Positions (487)

AMD ADVANCED MICRO DEVICES INC COM 1.0%
Value $4.903M Shares 8,440 Est. Cost $222.48 Unrealized
AAPL Apple Inc Com/Inv 3.8%
Value $18.57M Shares 64,175 Est. Cost $163.21 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value $3.253M Shares 5,600 Est. Cost $222.48 Unrealized
GS GOLDMAN SACHS GROUP INC COM 1.6%
Value $7.647M Shares 7,561 Est. Cost $299.17 Unrealized
JPM JP Morgan Chase & Co/Com 1.3%
Value $6.287M Shares 19,206 Est. Cost $197.71 Unrealized
IAU iShares Gold Trust ETF 0.6%
Value $3.108M Shares 41,162 Est. Cost $38.13 Unrealized
VB Vanguard Small Cap ETF 0.6%
Value $2.809M Shares 9,267 Est. Cost $208.78 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value $1.989M Shares 4,668 Est. Cost $136.89 Unrealized
USEW Cambria US EW ETF 0.5%
Value $2.331M Shares 41,755 Est. Cost $48.88 Unrealized
MSFT Microsoft Corp Com 2.1%
Value $10.29M Shares 27,580 Est. Cost $356.20 Unrealized
META META PLATFORMS INC CL A 1.6%
Value $7.801M Shares 13,849 Est. Cost $185.07 Unrealized
INTU INTUIT COM 0.0%
Value $104K Shares 400 Est. Cost $379.60 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $145K Shares 73 Est. Cost $1107.99 Unrealized
CATY CATHAY GEN BANCORP COM 0.0%
Value $238K Shares 3,841 Est. Cost $47.51 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value $175K Shares 116,680 Est. Cost $2.30 Unrealized
TTAN SERVICETITAN INC SHS CL A 0.1%
Value $382K Shares 5,400 Est. Cost $83.59 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $106K Shares 735 Est. Cost $42.19 Unrealized
ORI OLD REP INTL CORP COM 0.2%
Value $1.117M Shares 27,308 Est. Cost $40.83 Unrealized
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value $218K Shares 3,240 Est. Cost $74.67 Unrealized
QDF FlexShrs Quality Dividend Index ETF 0.0%
Value $190K Shares 2,114 Est. Cost $79.09 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value $131K Shares 564 Est. Cost $138.32 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $190K Shares 351 Est. Cost $480.05 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $80,744 Shares 323 Est. Cost $225.06 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value $26,122 Shares 960 Est. Cost $7.56 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $59,252 Shares 3,140 Est. Cost $20.05 Unrealized
HVT HAVERTY FURNITURE COS INC COM 0.0%
Value $94,461 Shares 3,700 Est. Cost $19.53 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value $42,774 Shares 160 Est. Cost $120.82 Unrealized
GBTC Grayscale Bitcoin Trust 0.0%
Value $98,687 Shares 2,168 Est. Cost $11.54 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $96,391 Shares 894 Est. Cost $90.38 Unrealized
VOYG VOYAGER TECHNOLOGIES INC COM CL A 0.0%
Value $48,246 Shares 1,496 Est. Cost $37.93 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $25,140 Shares 310 Est. Cost $35.98 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value $75,792 Shares 309 Est. Cost $179.98 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $106K Shares 2,535 Est. Cost $35.57 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.4%
Value $1.761M Shares 34,812 Est. Cost $49.55 Unrealized
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value $64,930 Shares 491 Est. Cost $120.50 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $81,416 Shares 738 Est. Cost $83.01 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value $267K Shares 1,709 Est. Cost $112.23 Unrealized
RY ROYAL BK CDA COM 0.0%
Value $38,082 Shares 184 Est. Cost $131.19 Unrealized
GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 0.0%
Value $46,499 Shares 1,036 Est. Cost $37.65 Unrealized
XJR ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF 0.0%
Value $42,724 Shares 810 Est. Cost $42.58 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $44,419 Shares 493 Est. Cost $66.34 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $54,540 Shares 1,000 Est. Cost $47.22 Unrealized
HVT/A HAVERTY FURNITURE COS INC CL A 0.0%
Value $29,379 Shares 1,050 Est. Cost $18.73 Unrealized
DLR DIGITAL RLTY TR INC COM 0.2%
Value $1.111M Shares 6,186 Est. Cost $122.13 Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value $48,620 Shares 1,700 Est. Cost $20.58 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value $35,058 Shares 1,162 Est. Cost $33.69 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $8,974 Shares 33 Est. Cost $78.93 Unrealized
RDNT RADNET INC COM 0.0%
Value $60,375 Shares 979 Est. Cost $41.30 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value $10,915 Shares 199 Est. Cost $20.62 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS 0.0%
Value $42,663 Shares 2,021 Est. Cost $22.86 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS 0.0%
Value $36,737 Shares 1,847 Est. Cost $13.27 Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.0%
Value $36,656 Shares 440 Est. Cost $50.41 Unrealized
BLK BLACKROCK INC COM 0.4%
Value $1.769M Shares 1,839 Est. Cost $651.19 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $20,643 Shares 170 Est. Cost $72.37 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $27,865 Shares 888 Est. Cost $22.10 Unrealized
TROW Price T Rowe/I 0.0%
Value $22,106 Shares 194 Est. Cost $97.78 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $25,599 Shares 1,855 Est. Cost $6.26 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value $12,831 Shares 382 Est. Cost $20.65 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value $38,989 Shares 205 Est. Cost $136.19 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $127K Shares 1,114 Est. Cost $59.72 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $44,196 Shares 809 Est. Cost $43.75 Unrealized
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.0%
Value $30,920 Shares 112 Est. Cost $241.37 Unrealized
IUS INVESCO RAFI STRATEGIC US ETF 0.0%
Value $32,331 Shares 493 Est. Cost $51.50 Unrealized
NTAP NETAPP INC COM 0.0%
Value $11,143 Shares 72 Est. Cost $101.87 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $11,742 Shares 85 Est. Cost $98.47 Unrealized
XSOE WisdomTree EmgMkts Ex-Stat ETF 0.0%
Value $19,472 Shares 396 Est. Cost $27.11 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value $11,892 Shares 6 Est. Cost $1196.06 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value $17,715 Shares 204 Est. Cost $53.77 Unrealized
FROG JFROG LTD ORD SHS 0.0%
Value $7,089 Shares 78 Est. Cost $34.81 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $19,907 Shares 291 Est. Cost $43.38 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value $27,395 Shares 498 Est. Cost $48.46 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $39,491 Shares 413 Est. Cost $78.05 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $15,206 Shares 11 Est. Cost $658.84 Unrealized
ORCL Oracle Corp Com 0.5%
Value $2.314M Shares 15,788 Est. Cost $89.07 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $22,354 Shares 892 Est. Cost $13.15 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $22,067 Shares 268 Est. Cost $68.34 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $7,197 Shares 300 Est. Cost $23.66 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value $23,857 Shares 458 Est. Cost $50.09 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value $9,525 Shares 91 Est. Cost $46.11 Unrealized
AGIX KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF 0.0%
Value $9,378 Shares 200 Est. Cost $31.71 Unrealized
LION LIONSGATE STUDIOS CORP COM 0.0%
Value $7,502 Shares 490 Est. Cost $6.69 Unrealized
BMO BANK MONTREAL MEDIUM COM 0.0%
Value $11,486 Shares 65 Est. Cost $99.85 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $16,974 Shares 206 Est. Cost $63.97 Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value $9,229 Shares 306 Est. Cost $21.41 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $12,072 Shares 160 Est. Cost $59.61 Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value $9,930 Shares 208 Est. Cost $35.80 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $15,492 Shares 200 Est. Cost $71.63 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $11,567 Shares 48 Est. Cost $169.07 Unrealized
SITM SITIME CORP COM 0.0%
Value $4,473 Shares 6 Est. Cost $191.86 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $12,452 Shares 525 Est. Cost $17.97 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value $5,706 Shares 15 Est. Cost $121.71 Unrealized
JD JD Com Inc Spon ADR Cl A 0.0%
Value $14,408 Shares 565 Est. Cost $34.94 Unrealized
OKTA OKTA INC CL A 0.0%
Value $5,322 Shares 39 Est. Cost $97.67 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $10,951 Shares 8 Est. Cost $949.68 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value $8,161 Shares 137 Est. Cost $37.41 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value $11,077 Shares 14 Est. Cost $665.20 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $30,176 Shares 609 Est. Cost $39.33 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value $10,492 Shares 49 Est. Cost $167.30 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $6,079 Shares 68 Est. Cost $53.96 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $6,503 Shares 176 Est. Cost $38.27 Unrealized
ACA ARCOSA INC COM 0.0%
Value $6,683 Shares 46 Est. Cost $91.54 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $11,910 Shares 294 Est. Cost $32.81 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value $10,320 Shares 271 Est. Cost $37.13 Unrealized
SN SHARKNINJA INC COM SHS 0.0%
Value $5,634 Shares 37 Est. Cost $120.46 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $12,405 Shares 206 Est. Cost $28.85 Unrealized
NTRA NATERA INC COM 0.0%
Value $6,243 Shares 23 Est. Cost $160.74 Unrealized
CNQ CANADIAN NAT RES LTD MED TERM COM 0.0%
Value $6,794 Shares 172 Est. Cost $31.42 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $7,485 Shares 110 Est. Cost $61.30 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $49,145 Shares 642 Est. Cost $50.14 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $9,777 Shares 44 Est. Cost $177.61 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value $8,047 Shares 329 Est. Cost $20.30 Unrealized
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK 0.0%
Value $4,998 Shares 168 Est. Cost $20.40 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS 0.0%
Value $10,360 Shares 81 Est. Cost $102.76 Unrealized
BAP CREDICORP LTD COM 0.0%
Value $10,129 Shares 26 Est. Cost $156.29 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $26,063 Shares 159 Est. Cost $218.82 Unrealized
VSEC VSE CORP COM 0.0%
Value $6,627 Shares 29 Est. Cost $106.92 Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value $6,517 Shares 233 Est. Cost $21.21 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $4,250 Shares 26 Est. Cost $101.21 Unrealized
MTZ MASTEC INC COM 0.0%
Value $5,409 Shares 13 Est. Cost $134.92 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value $7,618 Shares 260 Est. Cost $26.25 Unrealized
PRI PRIMERICA INC COM 0.0%
Value $9,663 Shares 34 Est. Cost $261.23 Unrealized
JBTM JBT MAREL CORPORATION COM 0.0%
Value $9,280 Shares 64 Est. Cost $126.23 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $5,411 Shares 69 Est. Cost $63.40 Unrealized
NUVEEN NY AMT FREE COM 0.0%
Value $21,440 Shares 2,000 Est. Cost $10.20 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value $10,326 Shares 84 Est. Cost $121.68 Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value $44,086 Shares 1,316 Est. Cost $44.59 Unrealized
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value $20,240 Shares 2,000 Est. Cost $9.85 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value $11,316 Shares 21 Est. Cost $412.78 Unrealized
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value $6,263 Shares 47 Est. Cost $48.64 Unrealized
IX ORIX CORP SPONSORED ADR 0.0%
Value $4,413 Shares 116 Est. Cost $29.22 Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.0%
Value $5,683 Shares 99 Est. Cost $42.33 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $7,650 Shares 56 Est. Cost $107.80 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $6,906 Shares 44 Est. Cost $161.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $16,932 Shares 498 Est. Cost $44.41 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value $13,223 Shares 127 Est. Cost $81.91 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $15,637 Shares 1,348 Est. Cost $10.98 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value $8,885 Shares 120 Est. Cost $71.05 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value $5,573 Shares 215 Est. Cost $23.09 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $4,538 Shares 33 Est. Cost $123.27 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $14,503 Shares 94 Est. Cost $134.39 Unrealized
RIVERNORTH FLEXIBLE MUN INCOME COM 0.0%
Value $14,780 Shares 1,000 Est. Cost $14.46 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value $4,745 Shares 296 Est. Cost $14.93 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.0%
Value $5,470 Shares 1,000 Est. Cost $5.55 Unrealized
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A 0.0%
Value $5,774 Shares 258 Est. Cost $22.49 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value $5,304 Shares 33 Est. Cost $123.58 Unrealized
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.0%
Value $8,606 Shares 81 Est. Cost $94.13 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $58,725 Shares 500 Est. Cost $119.51 Unrealized
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 0.0%
Value $5,360 Shares 400 Est. Cost $12.60 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value $2,917 Shares 151 Est. Cost $23.88 Unrealized
RIVERNORTH FLEXIBLE MUNI INCME COM 0.0%
Value $9,541 Shares 700 Est. Cost $13.05 Unrealized
BLACKROCK ENHANCED LARGE CAP C COM 0.0%
Value $3,426 Shares 131 Est. Cost $23.26 Unrealized
EXLS EXLSERVICE HLDGS INC COM 0.0%
Value $3,595 Shares 139 Est. Cost $36.64 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value $3,795 Shares 33 Est. Cost $61.26 Unrealized
NIKL SPROTT NICKEL MINERS ETF 0.0%
Value $2,539 Shares 200 Est. Cost $14.82 Unrealized
IONQ IONQ INC COM 0.0%
Value $1,438 Shares 27 Est. Cost $32.40 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $8,805 Shares 2,804 Est. Cost $2.42 Unrealized
OXLC OXFORD LANE CAP CORP COM 0.0%
Value $5,256 Shares 600 Est. Cost $16.93 Unrealized
BLACKROCK MUNIHLDNGS CALI COM 0.0%
Value $11,265 Shares 1,025 Est. Cost $10.40 Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value $1,984 Shares 65 Est. Cost $58.30 Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value $1,066 Shares 10 Est. Cost $163.72 Unrealized
AXIA AXIA ENERGIA SA SPONSORED ADR 0.0%
Value $8,247 Shares 781 Est. Cost $7.17 Unrealized
PSTG EVERPURE INC CL A 0.0%
Value $2,206 Shares 28 Est. Cost $70.96 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value $1,996 Shares 10 Est. Cost $234.19 Unrealized
GRAL GRAIL INC COM 0.0%
Value $2,185 Shares 32 Est. Cost $30.90 Unrealized
SSNC SS&C TECH HLDGS COM 0.0%
Value $5,957 Shares 96 Est. Cost $82.77 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value $4,053 Shares 95 Est. Cost $52.23 Unrealized
INVESCO MUNICIPAL TRUST COM 0.0%
Value $10,040 Shares 1,000 Est. Cost $9.65 Unrealized
RIVERNORTH MANAGED DUR MUN INM COM 0.0%
Value $6,653 Shares 450 Est. Cost $14.14 Unrealized
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $3,531 Shares 150 Est. Cost $20.12 Unrealized
SNSR Global X Internet of Things ETF 0.0%
Value $2,003 Shares 40 Est. Cost $26.97 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value $1,957 Shares 5 Est. Cost $209.68 Unrealized
TLRY TILRAY BRANDS INC COM 0.0%
Value $1,131 Shares 252 Est. Cost $12.20 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value $7,923 Shares 25 Est. Cost $286.42 Unrealized
URBN Urban Outfitters Inc/Com 0.0%
Value $4,606 Shares 65 Est. Cost $54.81 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value $2,077 Shares 12 Est. Cost $109.58 Unrealized
LNGX GLOBAL X U.S. NATURAL GAS ETF 0.0%
Value $2,815 Shares 70 Est. Cost $35.70 Unrealized
INVESCO PA VALUE MUN INC TR COM 0.0%
Value $6,792 Shares 600 Est. Cost $10.45 Unrealized
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $3,983 Shares 250 Est. Cost $14.79 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $4,603 Shares 46 Est. Cost $79.48 Unrealized
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value $863 Shares 13 Est. Cost $68.78 Unrealized
BLACKROCK ESG CAP ALLC TERM SHS BEN INT 0.0%
Value $3,144 Shares 200 Est. Cost $16.40 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value $2,882 Shares 220 Est. Cost $12.79 Unrealized
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value $13,789 Shares 218 Est. Cost $47.70 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value $6,042 Shares 570 Est. Cost $10.12 Unrealized
LAZARD GLOBAL TOTAL RETURN & COM 0.0%
Value $3,086 Shares 167 Est. Cost $17.30 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value $1,856 Shares 2 Est. Cost $758.00 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value $4,162 Shares 2 Est. Cost $1968.02 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $3,407 Shares 190 Est. Cost $15.63 Unrealized
HUBB HUBBELL INC COM 0.0%
Value $6,278 Shares 12 Est. Cost $389.74 Unrealized
TLK TELEKOMUNIKASI IND SPONSORED ADR 0.0%
Value $994 Shares 74 Est. Cost $17.70 Unrealized
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value $4,456 Shares 470 Est. Cost $8.77 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value $2,796 Shares 150 Est. Cost $16.07 Unrealized
NEUBERGER R/EST SECS INC FD COM 0.0%
Value $6,060 Shares 2,000 Est. Cost $3.23 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value $21,140 Shares 2,000 Est. Cost $10.59 Unrealized
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value $3,652 Shares 195 Est. Cost $17.29 Unrealized
SETM SPROTT CRITICAL MATERIALS ETF 0.0%
Value $6,045 Shares 194 Est. Cost $25.81 Unrealized
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value $11,347 Shares 700 Est. Cost $16.88 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value $3,035 Shares 4 Est. Cost $321.88 Unrealized
NEUBERGER HIGH YIELD ST FD INC COM 0.0%
Value $9,360 Shares 1,500 Est. Cost $7.50 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $88,686 Shares 896 Est. Cost $100.25 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $3,041 Shares 310 Est. Cost $8.66 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value $44,030 Shares 399 Est. Cost $110.37 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $3,014 Shares 100 Est. Cost $26.67 Unrealized
COHEN & STEERS LTD DURATION PF COM 0.0%
Value $6,136 Shares 290 Est. Cost $20.79 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value $1,486 Shares 52 Est. Cost $32.68 Unrealized
PRINCIPAL REAL ESTATE INCOME SHS BEN INT 0.0%
Value $5,145 Shares 500 Est. Cost $10.46 Unrealized
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value $3,221 Shares 75 Est. Cost $38.51 Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value $1,282 Shares 8 Est. Cost $132.18 Unrealized
NUVEEN CALIF AMT FREE MUNI INC COM 0.0%
Value $6,566 Shares 524 Est. Cost $12.67 Unrealized
ABRDN GLOBAL DYNAMIC DIVIDEND COM 0.0%
Value $3,028 Shares 250 Est. Cost $12.49 Unrealized
NEUBERGER MUN FD INC COM 0.0%
Value $8,440 Shares 800 Est. Cost $10.32 Unrealized
NUVEEN REAL ESTATE INCOME FD COM 0.0%
Value $2,782 Shares 330 Est. Cost $8.18 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $4,787 Shares 47 Est. Cost $49.57 Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value $2,898 Shares 430 Est. Cost $6.25 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value $6,115 Shares 51 Est. Cost $129.00 Unrealized
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value $2,229 Shares 379 Est. Cost $5.07 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $2,950 Shares 25 Est. Cost $128.49 Unrealized
HYGH iShares Interest Rate Hedged High Yield Bond ETF 0.0%
Value $26,416 Shares 305 Est. Cost $82.03 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $5,555 Shares 500 Est. Cost $11.08 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $1,799 Shares 7 Est. Cost $140.57 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value $4,211 Shares 66 Est. Cost $47.38 Unrealized
NUVEEN NY DIVI ADV COM 0.0%
Value $5,865 Shares 500 Est. Cost $11.43 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value $13,825 Shares 1,250 Est. Cost $12.28 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value $2,871 Shares 300 Est. Cost $8.62 Unrealized
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value $2,801 Shares 319 Est. Cost $6.15 Unrealized
OPRA OPERA LTD SPONSORED ADS 0.0%
Value $1,011 Shares 51 Est. Cost $15.94 Unrealized
BLACKROCK ENHANCED GLOBAL COM 0.0%
Value $3,023 Shares 250 Est. Cost $10.96 Unrealized
IDA IDACORP INC COM 0.0%
Value $5,144 Shares 34 Est. Cost $112.09 Unrealized
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $7,707 Shares 700 Est. Cost $11.10 Unrealized
GABELLI MULTIMEDIA TR INC COM 0.0%
Value $4,210 Shares 1,000 Est. Cost $4.30 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $13,342 Shares 161 Est. Cost $71.60 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value $1,251 Shares 7 Est. Cost $141.76 Unrealized
INVESCO TR INVT GRADE NEW YORK COM 0.0%
Value $4,864 Shares 420 Est. Cost $10.94 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $5,983 Shares 470 Est. Cost $12.55 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value $6,166 Shares 61 Est. Cost $102.92 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value $5,798 Shares 131 Est. Cost $40.34 Unrealized
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value $562 Shares 6 Est. Cost $102.35 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value $2,396 Shares 37 Est. Cost $42.38 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.0%
Value $2,530 Shares 137 Est. Cost $16.15 Unrealized
EATON VANCE MUN INCOME TR SH BEN INT 0.0%
Value $3,378 Shares 300 Est. Cost $10.41 Unrealized
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value $2,954 Shares 275 Est. Cost $10.32 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value $4,848 Shares 400 Est. Cost $11.69 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value $2,940 Shares 100 Est. Cost $26.93 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $1,465 Shares 8 Est. Cost $137.67 Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value $2,976 Shares 200 Est. Cost $13.67 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $12,137 Shares 467 Est. Cost $18.80 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value $1,113 Shares 38 Est. Cost $50.69 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value $5,283 Shares 450 Est. Cost $11.39 Unrealized
RIET HOYA CAPITAL HIGH DIVIDEND YIELD ETF 0.0%
Value $2,925 Shares 300 Est. Cost $9.52 Unrealized
AXTA AXALTA COATING SYS LTD COM 0.0%
Value $1,198 Shares 35 Est. Cost $35.53 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value $4,872 Shares 406 Est. Cost $10.76 Unrealized
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value $3,108 Shares 200 Est. Cost $14.42 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $617 Shares 1 Est. Cost $192.09 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $3,084 Shares 28 Est. Cost $102.54 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value $3,000 Shares 1,000 Est. Cost $3.46 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value $4,610 Shares 1,000 Est. Cost $5.14 Unrealized
ABRDN INCOME CREDIT STRATEGIES COM 0.0%
Value $11,305 Shares 2,174 Est. Cost $5.80 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value $20,941 Shares 118 Est. Cost $205.51 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value $894 Shares 8 Est. Cost $94.03 Unrealized
HWKN HAWKINS INC COM 0.0%
Value $2,558 Shares 18 Est. Cost $109.88 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value $8,913 Shares 165 Est. Cost $52.78 Unrealized
NUVEEN MUN CR INCOME FD COM SH BEN INT 0.0%
Value $5,072 Shares 400 Est. Cost $12.56 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value $2,755 Shares 125 Est. Cost $23.93 Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value $3,190 Shares 119 Est. Cost $22.05 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $3,689 Shares 310 Est. Cost $11.28 Unrealized
WESTERN ASSET INTER MUNI COM 0.0%
Value $7,870 Shares 1,000 Est. Cost $7.91 Unrealized
AWP ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT 0.0%
Value $2,818 Shares 238 Est. Cost $11.05 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $7,429 Shares 65 Est. Cost $113.72 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value $1,036 Shares 14 Est. Cost $85.68 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value $6,534 Shares 600 Est. Cost $10.72 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value $6,743 Shares 274 Est. Cost $11.31 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.0%
Value $3,123 Shares 150 Est. Cost $18.78 Unrealized
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $6,591 Shares 183 Est. Cost $32.14 Unrealized
AZO AUTOZONE INC COM 0.0%
Value $3,196 Shares 1 Est. Cost $3244.74 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value $459 Shares 3 Est. Cost $52.43 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value $3,913 Shares 250 Est. Cost $15.53 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $6,392 Shares 30 Est. Cost $213.10 Unrealized
JAPAN SMALLER CAPITALIZATION F COM 0.0%
Value $2,356 Shares 200 Est. Cost $11.08 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value $1,558 Shares 46 Est. Cost $15.37 Unrealized
AN AUTONATION INC COM 0.0%
Value $3,344 Shares 18 Est. Cost $178.41 Unrealized
BLACKROCK MUNIYIELD PA QUALITY COM 0.0%
Value $5,685 Shares 500 Est. Cost $11.37 Unrealized
CREDIT SUISSE HIGH YIELD CREDI SH BEN INT 0.0%
Value $2,492 Shares 1,400 Est. Cost $2.06 Unrealized
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value $2,444 Shares 325 Est. Cost $9.13 Unrealized
OCCI OFS CREDIT COMPANY INC COM 0.0%
Value $1,280 Shares 500 Est. Cost $5.41 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value $3,013 Shares 38 Est. Cost $32.75 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value $2,494 Shares 21 Est. Cost $78.80 Unrealized
CNO CNO FINL GROUP INC COM 0.0%
Value $816 Shares 16 Est. Cost $39.29 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value $8,487 Shares 5 Est. Cost $2197.25 Unrealized
FLAHERTY & CRUMRIN PFD & INM S COM 0.0%
Value $3,256 Shares 200 Est. Cost $16.51 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value $3,486 Shares 600 Est. Cost $6.34 Unrealized
XAI MADISON EQUITY PREMIUM INC COM 0.0%
Value $2,760 Shares 500 Est. Cost $6.17 Unrealized
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value $6,751 Shares 352 Est. Cost $19.06 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value $7,968 Shares 800 Est. Cost $9.94 Unrealized
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value $7,270 Shares 500 Est. Cost $15.44 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value $2,908 Shares 200 Est. Cost $13.79 Unrealized
KEX KIRBY CORP COM 0.0%
Value $6,527 Shares 48 Est. Cost $124.61 Unrealized
GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK 0.0%
Value $2,988 Shares 187 Est. Cost $15.22 Unrealized
INVESCO CALIF VALUE MUN INCOME COM 0.0%
Value $4,316 Shares 400 Est. Cost $10.44 Unrealized
MORGAN STANLEY EMKT DBT FD INC COM 0.0%
Value $3,650 Shares 500 Est. Cost $7.37 Unrealized
DWS MUN INCOME TR NEW COM 0.0%
Value $12,788 Shares 1,390 Est. Cost $9.17 Unrealized
JOHN HANCOCK DIVERSIFIED INCOM COM 0.0%
Value $2,491 Shares 217 Est. Cost $10.86 Unrealized
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value $908 Shares 9 Est. Cost $91.86 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value $2,233 Shares 32 Est. Cost $117.45 Unrealized
BOAT SONICSHARES GLOBAL SHIPPING ETF 0.0%
Value $1,896 Shares 50 Est. Cost $40.56 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value $2,592 Shares 200 Est. Cost $13.61 Unrealized
EATON VANCE ENHANCED EQUITY COM 0.0%
Value $2,949 Shares 150 Est. Cost $21.00 Unrealized
HAS HASBRO INC COM 0.0%
Value $991 Shares 12 Est. Cost $58.38 Unrealized
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value $3,183 Shares 250 Est. Cost $12.61 Unrealized
WPC WP CAREY INC COM 0.0%
Value $2,574 Shares 36 Est. Cost $63.11 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value $461 Shares 9 Est. Cost $71.89 Unrealized
HUYA HUYA INC ADS REP SHS A 0.0%
Value $288 Shares 125 Est. Cost $2.22 Unrealized
YYY AMPLIFY CEF HIGH INCOME ETF 0.0%
Value $2,883 Shares 250 Est. Cost $11.51 Unrealized
HANCOCK JOHN INVS TR COM 0.0%
Value $3,996 Shares 300 Est. Cost $13.99 Unrealized
BRZE BRAZE INC COM CL A 0.0%
Value $1,388 Shares 64 Est. Cost $22.60 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value $790 Shares 18 Est. Cost $51.33 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $3,553 Shares 27 Est. Cost $139.99 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS 0.0%
Value $10,410 Shares 1,000 Est. Cost $10.39 Unrealized
SNAP SNAP INC CL A 0.0%
Value $3,330 Shares 750 Est. Cost $11.25 Unrealized
GABELLI HEALTHCARE & WELLNESS SHS 0.0%
Value $2,835 Shares 300 Est. Cost $9.07 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $1,467 Shares 10 Est. Cost $97.17 Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $861 Shares 102 Est. Cost $6.59 Unrealized
YPF YPF SOCIEDAD ANONIMA SPON ADR CL D 0.0%
Value $7,230 Shares 159 Est. Cost $24.29 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value $3,158 Shares 250 Est. Cost $14.07 Unrealized
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $1,446 Shares 14 Est. Cost $77.73 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value $2,908 Shares 250 Est. Cost $11.18 Unrealized
IEX IDEX CORP COM 0.0%
Value $681 Shares 3 Est. Cost $199.09 Unrealized
CORNERSTONE STRATEGIC INVESTME COM 0.0%
Value $3,024 Shares 400 Est. Cost $8.28 Unrealized
XAI FLOATING RATE & ALTER INCO COM SHS BENF INT 0.0%
Value $5,265 Shares 300 Est. Cost $17.18 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value $3,020 Shares 150 Est. Cost $19.39 Unrealized
RIVERNORTH OPPORTUNISTIC MUN COM 0.0%
Value $3,873 Shares 250 Est. Cost $14.62 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value $3,054 Shares 75 Est. Cost $39.28 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $1,454 Shares 163 Est. Cost $7.49 Unrealized
ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT 0.0%
Value $2,790 Shares 120 Est. Cost $21.19 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value $2,364 Shares 300 Est. Cost $8.20 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value $1,082 Shares 4 Est. Cost $193.94 Unrealized
NUVEEN VA QUALITY MUN INCOM COM 0.0%
Value $4,917 Shares 425 Est. Cost $11.15 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.0%
Value $2,099 Shares 180 Est. Cost $12.00 Unrealized
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value $10,660 Shares 1,000 Est. Cost $12.15 Unrealized
TXNM TXNM ENERGY INC COM 0.0%
Value $3,350 Shares 59 Est. Cost $50.19 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value $1,080 Shares 68 Est. Cost $13.25 Unrealized
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.0%
Value $2,616 Shares 200 Est. Cost $16.16 Unrealized
NUVEEN MORTGAGE AND INCOME FD COM 0.0%
Value $2,622 Shares 150 Est. Cost $18.19 Unrealized
NUVEEN MINN QUALITY MUN INM FD SHS 0.0%
Value $14,532 Shares 1,200 Est. Cost $11.91 Unrealized
KT KT CORP SPONSORED ADR 0.0%
Value $397 Shares 23 Est. Cost $17.70 Unrealized
EIC EAGLE POINT INCOME COMPANY INC COM 0.0%
Value $1,511 Shares 150 Est. Cost $11.41 Unrealized
PIMCO GLOBAL STOCKPLUS INCOME COM 0.0%
Value $2,802 Shares 325 Est. Cost $8.53 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value $516 Shares 2 Est. Cost $193.59 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value $2,420 Shares 200 Est. Cost $12.88 Unrealized
VIRTUS TOTAL RETURN FD INC COM 0.0%
Value $2,937 Shares 430 Est. Cost $6.39 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value $3,186 Shares 125 Est. Cost $23.66 Unrealized
BRANDYWINEGBL GBL INCM OPP FD COM 0.0%
Value $2,620 Shares 330 Est. Cost $8.68 Unrealized
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value $5,752 Shares 400 Est. Cost $15.58 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value $2,820 Shares 200 Est. Cost $15.46 Unrealized
ABRDN ASIA PACIFIC INCOME FUND COM NEW 0.0%
Value $4,413 Shares 300 Est. Cost $16.29 Unrealized
CORNERSTONE TOTAL RETURN FD COM 0.0%
Value $2,693 Shares 375 Est. Cost $8.04 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value $2,894 Shares 140 Est. Cost $20.58 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value $789 Shares 9 Est. Cost $79.45 Unrealized
MIR MIRION TECHNOLOGIES INC COM CL A 0.0%
Value $2,259 Shares 126 Est. Cost $15.72 Unrealized
COHEN & STEERS REIT & PFD & COM 0.0%
Value $3,045 Shares 150 Est. Cost $22.48 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $2,726 Shares 150 Est. Cost $19.15 Unrealized
EATON VANCE LIMITED DURATION I COM 0.0%
Value $9,370 Shares 1,000 Est. Cost $10.15 Unrealized
ALLSPRING MULTI SECTOR INCOME COM 0.0%
Value $3,684 Shares 400 Est. Cost $9.58 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $1,076 Shares 29 Est. Cost $26.31 Unrealized
RDDT REDDIT INC CL A 0.0%
Value $347 Shares 2 Est. Cost $165.28 Unrealized
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 0.0%
Value $810 Shares 8 Est. Cost $83.24 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value $3,835 Shares 500 Est. Cost $8.18 Unrealized
INVESCO HIGH INCOME TR II COM 0.0%
Value $2,600 Shares 250 Est. Cost $11.17 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value $448 Shares 4 Est. Cost $67.07 Unrealized
AXIA/PC AXIA ENERGIA SA SPON ADS PF CL C 0.0%
Value $2,142 Shares 203 Est. Cost $8.62 Unrealized
VOYA GLBL ADV & PREM OPP FD COM 0.0%
Value $1,980 Shares 200 Est. Cost $9.92 Unrealized
E ENI SPA SPONSORED ADR 0.0%
Value $328 Shares 7 Est. Cost $38.00 Unrealized
UNM UNUM GROUP COM 0.0%
Value $358 Shares 4 Est. Cost $77.09 Unrealized
BANX ARROWMARK FINANCIAL CORP COM 0.0%
Value $2,639 Shares 135 Est. Cost $20.60 Unrealized
XRMI GLOBAL X S&P 500 RISK MANAGED INCOME ETF 0.0%
Value $3,868 Shares 225 Est. Cost $17.68 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value $2,815 Shares 250 Est. Cost $12.60 Unrealized
PCM FD INC COM 0.0%
Value $2,790 Shares 500 Est. Cost $6.71 Unrealized
CREDIT SUISSE ASSET MGMT COM 0.0%
Value $1,984 Shares 800 Est. Cost $2.79 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value $1,420 Shares 98 Est. Cost $30.88 Unrealized
COHEN & STEERS TOTAL RETURN COM 0.0%
Value $3,962 Shares 350 Est. Cost $12.10 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value $2,864 Shares 310 Est. Cost $9.04 Unrealized
VIRTUS GLOBAL MULTI-SECTOR INC COM 0.0%
Value $3,750 Shares 500 Est. Cost $7.94 Unrealized
NUVEEN CORE PLUS IMPACT FUND COM BEN INT 0.0%
Value $10,130 Shares 1,000 Est. Cost $11.01 Unrealized
SPECIAL OPPORTUNITIES FD INC COM 0.0%
Value $2,775 Shares 206 Est. Cost $15.45 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value $2,819 Shares 229 Est. Cost $12.47 Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.0%
Value $2,300 Shares 350 Est. Cost $7.77 Unrealized
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS 0.0%
Value $2,644 Shares 200 Est. Cost $14.12 Unrealized
MBB ISHARES MBS ETF 0.0%
Value $12,666 Shares 134 Est. Cost $95.11 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value $1,414 Shares 26 Est. Cost $86.40 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value $4,850 Shares 500 Est. Cost $10.62 Unrealized
IGF iShares Global Infrastructure ETF 0.0%
Value $8,924 Shares 134 Est. Cost $54.67 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $464 Shares 3 Est. Cost $130.63 Unrealized
HOPE HOPE BANCORP INC COM 0.0%
Value $287 Shares 21 Est. Cost $11.22 Unrealized
FLAHERTY & CRUMRINE TOTAL RETU COM 0.0%
Value $2,873 Shares 170 Est. Cost $16.60 Unrealized
GFF GRIFFON CORP COM 0.0%
Value $195 Shares 2 Est. Cost $73.06 Unrealized
RIVERNORTH DOUBLELINE STRATE COM 0.0%
Value $7,720 Shares 1,000 Est. Cost $8.53 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value $4,135 Shares 500 Est. Cost $8.99 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $292 Shares 1 Est. Cost $599.07 Unrealized
WESTERN ASSET MTG DEFINED OPPO COM 0.0%
Value $13,173 Shares 1,230 Est. Cost $11.72 Unrealized
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value $3,647 Shares 350 Est. Cost $10.28 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value $163 Shares 32 Est. Cost $4.72 Unrealized
WESTERN ASSET GBL HIGH INC FD COM 0.0%
Value $4,768 Shares 800 Est. Cost $6.60 Unrealized
CTGO CONTANGO SILVER & GOLD INC COM 0.0%
Value $253 Shares 16 Est. Cost $28.64 Unrealized
GDL FD COM SH BEN IT 0.0%
Value $2,753 Shares 325 Est. Cost $8.47 Unrealized
RDN RADIAN GROUP INC COM 0.0%
Value $377 Shares 10 Est. Cost $31.72 Unrealized
SEM SELECT MED HLDGS CORP COM 0.0%
Value $3,451 Shares 209 Est. Cost $14.83 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value $4,221 Shares 300 Est. Cost $15.08 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $486 Shares 28 Est. Cost $26.41 Unrealized
INVESCO MUNI INCOME OPP TRST COM 0.0%
Value $3,726 Shares 600 Est. Cost $6.14 Unrealized
EATON VANCE FLOATING RATE INC COM 0.0%
Value $6,480 Shares 600 Est. Cost $11.77 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value $3,798 Shares 300 Est. Cost $14.94 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value $1,670 Shares 100 Est. Cost $19.80 Unrealized
WESTERN ASSET HIGH INCOM FD II COM 0.0%
Value $7,920 Shares 2,000 Est. Cost $4.35 Unrealized
HMY HARMONY GOLD MNG LTD SPONSORED ADR 0.0%
Value $3,772 Shares 248 Est. Cost $16.24 Unrealized
HSDT HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value $825 Shares 500 Est. Cost $6.60 Unrealized
ECC EAGLE POINT CR CO COM 0.0%
Value $3,720 Shares 1,000 Est. Cost $6.61 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $32,399 Shares 392 Est. Cost $84.11 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.0%
Value $2,781 Shares 270 Est. Cost $11.21 Unrealized
BLACKROCK CR ALLOCATION COM 0.0%
Value $2,862 Shares 280 Est. Cost $10.10 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $1,920 Shares 550 Est. Cost $3.69 Unrealized
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 0.0%
Value $3,086 Shares 150 Est. Cost $21.55 Unrealized
BLACKROCK LTD DURATION INCOME COM SHS 0.0%
Value $3,747 Shares 300 Est. Cost $14.00 Unrealized
PIMCO HIGH INCOME FD COM SHS 0.0%
Value $4,660 Shares 1,000 Est. Cost $4.99 Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value $2,830 Shares 500 Est. Cost $6.09 Unrealized
GTLS CHART INDS INC COM 0.0%
Value $2,925 Shares 14 Est. Cost $184.15 Unrealized
PIMCO STRATEGIC INCOME FD COM 0.0%
Value $1,635 Shares 300 Est. Cost $5.57 Unrealized
PIMCO MUN INCOME FD II COM 0.0%
Value $4,947 Shares 650 Est. Cost $7.55 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value $846 Shares 9 Est. Cost $92.76 Unrealized
WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT 0.0%
Value $2,875 Shares 212 Est. Cost $14.55 Unrealized
BNY MELLON HIGH YIELD STRATEGI SH BEN INT 0.0%
Value $3,025 Shares 1,250 Est. Cost $2.44 Unrealized
HIGH INCOME SECS FD SHS BEN INT 0.0%
Value $2,735 Shares 500 Est. Cost $6.35 Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value $5,975 Shares 500 Est. Cost $13.38 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value $230 Shares 8 Est. Cost $28.38 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value $1,938 Shares 600 Est. Cost $3.44 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value $2,512 Shares 230 Est. Cost $14.98 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value $495 Shares 5 Est. Cost $91.20 Unrealized
FRANKLIN UNVL TR SH BEN INT 0.0%
Value $3,226 Shares 400 Est. Cost $8.01 Unrealized
ALV AUTOLIV INC COM 0.0%
Value $232 Shares 2 Est. Cost $93.44 Unrealized
APG API GROUP CORP COM STK 0.0%
Value $508 Shares 12 Est. Cost $28.33 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value $4,280 Shares 500 Est. Cost $9.50 Unrealized
WESTERN ASSET INFLT LNK INC FD COM SH BEN INT 0.0%
Value $3,252 Shares 400 Est. Cost $8.42 Unrealized
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value $2,612 Shares 200 Est. Cost $13.16 Unrealized
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value $2,750 Shares 475 Est. Cost $6.37 Unrealized
WESTERN ASSET PREMIER BD FD SHS BEN INT 0.0%
Value $2,876 Shares 270 Est. Cost $10.58 Unrealized
HEFT HEDGEYE FOURTH TURNING ETF 0.0%
Value $4,774 Shares 180 Est. Cost $26.62 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $1,278 Shares 1 Est. Cost $1242.73 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value $451 Shares 4 Est. Cost $104.97 Unrealized
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value $7,728 Shares 800 Est. Cost $10.00 Unrealized
VFC V F Corp/Com 0.0%
Value $801 Shares 48 Est. Cost $25.24 Unrealized
GLIBK LIBERTY CAP CORP SER C GCI GROUP 0.0%
Value $22 Shares 1 Est. Cost $35.27 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value $2,100 Shares 250 Est. Cost $8.59 Unrealized
WSTRN AST GLBL CORP OPP FD INC COM 0.0%
Value $5,365 Shares 500 Est. Cost $11.88 Unrealized
ANGEL OAK FINL STRATEGIES INCM COM BEN INT 0.0%
Value $3,840 Shares 300 Est. Cost $13.11 Unrealized
RIVERNORTH CAP AND INCM FD INC COM 0.0%
Value $2,924 Shares 200 Est. Cost $14.36 Unrealized
WESTERN ASSET HIGH YIELD OPPOR COM 0.0%
Value $2,658 Shares 250 Est. Cost $11.71 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value $2,120 Shares 200 Est. Cost $11.44 Unrealized
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value $287 Shares 12 Est. Cost $18.40 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $77 Shares 1 Est. Cost $94.52 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value $3,609 Shares 300 Est. Cost $14.44 Unrealized
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value $2,860 Shares 440 Est. Cost $6.96 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value $3,645 Shares 750 Est. Cost $5.27 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value $2,730 Shares 750 Est. Cost $3.84 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value $3,985 Shares 176 Est. Cost $22.76 Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $2,748 Shares 250 Est. Cost $11.78 Unrealized
EATON VANCE SR INCOME TR SH BEN INT 0.0%
Value $3,486 Shares 700 Est. Cost $5.48 Unrealized
GABELLI GLOBAL UTIL & INCOME COM SH BEN INT 0.0%
Value $2,880 Shares 150 Est. Cost $19.15 Unrealized
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.0%
Value $3,808 Shares 350 Est. Cost $12.00 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $3 Shares 1 Est. Cost $26.16 Unrealized
GUGGENHEIM TAXABLE MUNICP BOND COM 0.0%
Value $1,880 Shares 130 Est. Cost $15.58 Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $477 Shares 4 Est. Cost $44.46 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value $1,060 Shares 14 Est. Cost $77.21 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $390 Shares 20 Est. Cost $17.45 Unrealized
AS AMER SPORTS INC COM SHS 0.0%
Value $203 Shares 6 Est. Cost $29.58 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $4,585 Shares 500 Est. Cost $9.94 Unrealized
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value $538 Shares 24 Est. Cost $22.88 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value $2,859 Shares 222 Est. Cost $13.31 Unrealized
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value $1,922 Shares 85 Est. Cost $24.91 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $449 Shares 10 Est. Cost $46.20 Unrealized
FIRST TR MTG INCOME FD COM SHS 0.0%
Value $3,528 Shares 300 Est. Cost $12.25 Unrealized
PXH INVESCO RAFI EMERGING MARKETS ETF 0.0%
Value $84 Shares 3 Est. Cost $21.83 Unrealized
HIPS GRANITESHARES HIPS US HIGH INCOME ETF 0.0%
Value $2,886 Shares 250 Est. Cost $11.79 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $26 Shares 1 Est. Cost $20.03 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value $26 Shares 1 Est. Cost $27.45 Unrealized
ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC 0.0%
Value $3,023 Shares 250 Est. Cost $11.82 Unrealized
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 0.0%
Value $15 Shares 1 Est. Cost $10.59 Unrealized
NI NISOURCE INC COM 0.0%
Value $48 Shares 1 Est. Cost $43.99 Unrealized
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value $12,520 Shares 1,000 Est. Cost $13.39 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $147 Shares 2 Est. Cost $74.37 Unrealized