High Point Wealth Management, LLC Diversified Active

CIK: 0002106882 · Show all filings

Period: Q4 2025

Filing Date: Jan 29, 2026

Total Value ($000): $106,514 (100.0% shares, 0.0% debt)

Holdings (247)

IYW ISHARES DJ US TECHNOLOGY 9.9%
Value ($000) $10,503 Shares 52,598 Est. Cost $199.68 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 5.5%
Value ($000) $5,805 Shares 25,838 Est. Cost $224.67 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 5.4%
Value ($000) $5,760 Shares 101,609 Est. Cost $56.69 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 3.8%
Value ($000) $4,022 Shares 56,291 Est. Cost $71.45 Unrealized
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 3.6%
Value ($000) $3,858 Shares 20,617 Est. Cost $187.14 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 3.2%
Value ($000) $3,422 Shares 42,610 Est. Cost $81.08 Unrealized 0.0%
SO SOUTHERN CO COM 2.9%
Value ($000) $3,100 Shares 35,556 Est. Cost $90.89 Unrealized 0.0%
HDV ISHARES TR HIGH DIVID EQUITY FD 2.9%
Value ($000) $3,045 Shares 25,037 Est. Cost $121.61 Unrealized
IVV ISHARES S&P 500 INDEX 2.3%
Value ($000) $2,490 Shares 3,635 Est. Cost $684.88 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.1%
Value ($000) $2,270 Shares 17,450 Est. Cost $130.08 Unrealized
ED CONSOLIDATED EDISON INC COM 2.1%
Value ($000) $2,190 Shares 22,047 Est. Cost $98.79 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 2.0%
Value ($000) $2,089 Shares 9,849 Est. Cost $212.07 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.8%
Value ($000) $1,950 Shares 31,383 Est. Cost $62.15 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 1.6%
Value ($000) $1,755 Shares 31,995 Est. Cost $54.84 Unrealized
WELL HEALTH CARE REIT INC 1.6%
Value ($000) $1,743 Shares 9,390 Est. Cost $186.47 Unrealized 0.0%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 1.5%
Value ($000) $1,567 Shares 28,368 Est. Cost $55.22 Unrealized
FCLD FIDELITY CLOUD COMPUTING ETF 1.5%
Value ($000) $1,549 Shares 52,109 Est. Cost $29.72 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 1.4%
Value ($000) $1,522 Shares 9,062 Est. Cost $167.94 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 1.4%
Value ($000) $1,488 Shares 4,940 Est. Cost $301.16 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.3%
Value ($000) $1,369 Shares 13,157 Est. Cost $104.07 Unrealized
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $1,339 Shares 8,349 Est. Cost $153.57 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 1.2%
Value ($000) $1,282 Shares 28,684 Est. Cost $44.71 Unrealized
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 1.1%
Value ($000) $1,153 Shares 6,020 Est. Cost $191.57 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 1.1%
Value ($000) $1,130 Shares 39,613 Est. Cost $28.52 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $1,107 Shares 3,529 Est. Cost $286.33 Unrealized 0.0%
GOOGL GOOGLE INC 1.0%
Value ($000) $1,078 Shares 3,443 Est. Cost $285.60 Unrealized 0.0%
BANK AMERICA CORP 7.25CNV PFD L 1.0%
Value ($000) $1,077 Shares 860 Est. Cost $1252.00 Unrealized
AMZN AMAZON.COM INC 1.0%
Value ($000) $1,066 Shares 4,618 Est. Cost $228.79 Unrealized 0.0%
WELLS FARGO & CO PERP PFD CNV A 0.9%
Value ($000) $933 Shares 770 Est. Cost $1212.00 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.9%
Value ($000) $922 Shares 8,150 Est. Cost $130.05 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY 0.9%
Value ($000) $917 Shares 1,217 Est. Cost $753.56 Unrealized
IYH ISHARES TR DOW JONES U S HEALTHCARE 0.8%
Value ($000) $896 Shares 13,768 Est. Cost $65.10 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.8%
Value ($000) $873 Shares 11,754 Est. Cost $74.28 Unrealized
MSFT MICROSOFT 0.8%
Value ($000) $846 Shares 1,750 Est. Cost $500.58 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.7%
Value ($000) $769 Shares 9,905 Est. Cost $77.68 Unrealized
V VISA INC 0.7%
Value ($000) $755 Shares 2,154 Est. Cost $340.38 Unrealized 0.0%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.6%
Value ($000) $647 Shares 11,817 Est. Cost $54.77 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.6%
Value ($000) $647 Shares 2,950 Est. Cost $244.09 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $626 Shares 5,340 Est. Cost $121.57 Unrealized 0.0%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.6%
Value ($000) $624 Shares 14,613 Est. Cost $42.69 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.6%
Value ($000) $621 Shares 5,875 Est. Cost $105.68 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.5%
Value ($000) $575 Shares 5,246 Est. Cost $109.66 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.5%
Value ($000) $574 Shares 39,066 Est. Cost $14.70 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.5%
Value ($000) $573 Shares 1,779 Est. Cost $309.53 Unrealized 0.0%
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.5%
Value ($000) $568 Shares 832 Est. Cost $682.29 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.5%
Value ($000) $566 Shares 4,905 Est. Cost $117.70 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.5%
Value ($000) $565 Shares 6,109 Est. Cost $94.54 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value ($000) $528 Shares 1,942 Est. Cost $268.34 Unrealized 0.0%
AVGO AVAGO TECHNOLOGIES LTD 0.5%
Value ($000) $522 Shares 1,510 Est. Cost $357.00 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $514 Shares 2,484 Est. Cost $197.01 Unrealized 0.0%
AEE AMEREN CORP 0.5%
Value ($000) $495 Shares 4,958 Est. Cost $101.98 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $490 Shares 1,005 Est. Cost $487.96 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.5%
Value ($000) $490 Shares 10,257 Est. Cost $47.79 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.5%
Value ($000) $485 Shares 1,374 Est. Cost $363.20 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.4%
Value ($000) $465 Shares 2,058 Est. Cost $297.98 Unrealized 0.0%
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.4%
Value ($000) $452 Shares 25,052 Est. Cost $18.04 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $446 Shares 508 Est. Cost $813.35 Unrealized 0.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $444 Shares 1,943 Est. Cost $227.54 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $440 Shares 2,305 Est. Cost $190.99 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.4%
Value ($000) $433 Shares 5,303 Est. Cost $90.05 Unrealized 0.0%
META META PLATFORMS INC CL A 0.4%
Value ($000) $407 Shares 617 Est. Cost $667.32 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $388 Shares 3,165 Est. Cost $120.88 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $386 Shares 616 Est. Cost $627.37 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $385 Shares 812 Est. Cost $473.53 Unrealized
VTI VANGUARD TOTAL STK MKT 0.3%
Value ($000) $359 Shares 1,070 Est. Cost $335.23 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $354 Shares 1,990 Est. Cost $181.03 Unrealized 0.0%
FE FIRSTENERGY CORP 0.3%
Value ($000) $354 Shares 7,897 Est. Cost $45.73 Unrealized 0.0%
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $353 Shares 4,345 Est. Cost $81.17 Unrealized
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.3%
Value ($000) $352 Shares 16,704 Est. Cost $21.10 Unrealized
IGM ISHARES S&P NORTH AMER TECHNOLOGY 0.3%
Value ($000) $352 Shares 2,728 Est. Cost $129.15 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $343 Shares 5,945 Est. Cost $59.36 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $335 Shares 931 Est. Cost $360.31 Unrealized
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $334 Shares 1,037 Est. Cost $321.66 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.3%
Value ($000) $326 Shares 7,169 Est. Cost $45.51 Unrealized
UBSI UNITED BANKSHARES INC W. VA 0.3%
Value ($000) $316 Shares 8,218 Est. Cost $37.24 Unrealized 0.0%
KO COCA COLA CO COM 0.3%
Value ($000) $303 Shares 4,336 Est. Cost $69.40 Unrealized 0.0%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.3%
Value ($000) $296 Shares 9,558 Est. Cost $30.96 Unrealized
FMET FIDELITY METAVERSE ETF 0.3%
Value ($000) $288 Shares 7,992 Est. Cost $36.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $271 Shares 540 Est. Cost $497.53 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $243 Shares 1,247 Est. Cost $238.05 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $242 Shares 2,009 Est. Cost $115.49 Unrealized 0.0%
FLRG FIDELITY U.S. MULTIFACTOR ETF 0.2%
Value ($000) $235 Shares 6,200 Est. Cost $37.95 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $220 Shares 2,000 Est. Cost $110.19 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $220 Shares 2,000 Est. Cost $109.91 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS 0.2%
Value ($000) $220 Shares 3,283 Est. Cost $66.92 Unrealized
FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 0.2%
Value ($000) $210 Shares 7,017 Est. Cost $29.94 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $209 Shares 1,566 Est. Cost $133.49 Unrealized
ILCB ISHARES TR LRGE CORE INDX ETF 0.2%
Value ($000) $189 Shares 2,000 Est. Cost $94.38 Unrealized
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $186 Shares 1,555 Est. Cost $119.44 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $186 Shares 1,764 Est. Cost $93.24 Unrealized 0.0%
EXC EXELON CORP COM 0.2%
Value ($000) $185 Shares 4,254 Est. Cost $45.46 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $183 Shares 3,432 Est. Cost $48.72 Unrealized 0.0%
O REALTY INCOME CORP 0.2%
Value ($000) $179 Shares 3,177 Est. Cost $57.36 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $174 Shares 981 Est. Cost $166.47 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.2%
Value ($000) $168 Shares 1,890 Est. Cost $89.23 Unrealized 0.0%
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.2%
Value ($000) $168 Shares 1,423 Est. Cost $117.72 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $149 Shares 968 Est. Cost $147.70 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $140 Shares 980 Est. Cost $147.17 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $139 Shares 659 Est. Cost $210.30 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $135 Shares 237 Est. Cost $558.95 Unrealized 0.0%
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value ($000) $132 Shares 853 Est. Cost $154.86 Unrealized
NFLX NETFLIX INC. COM 0.1%
Value ($000) $125 Shares 1,330 Est. Cost $107.81 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $121 Shares 499 Est. Cost $222.19 Unrealized 0.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $121 Shares 2,035 Est. Cost $59.27 Unrealized
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.1%
Value ($000) $119 Shares 2,688 Est. Cost $44.13 Unrealized
CRWV COREWEAVE INC COM CL A 0.1%
Value ($000) $112 Shares 1,570 Est. Cost $101.39 Unrealized 0.0%
EQIX EQUINIX INC COM 0.1%
Value ($000) $112 Shares 146 Est. Cost $781.19 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $109 Shares 276 Est. Cost $396.31 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $109 Shares 586 Est. Cost $186.13 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $108 Shares 873 Est. Cost $123.33 Unrealized
PKB INVESCO BUILDING & CONSTRUCTION ETF 0.1%
Value ($000) $107 Shares 1,152 Est. Cost $92.59 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $103 Shares 388 Est. Cost $248.17 Unrealized 0.0%
HRB BLOCK H & R INC COM 0.1%
Value ($000) $99 Shares 2,283 Est. Cost $46.41 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $94 Shares 658 Est. Cost $145.91 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $89 Shares 309 Est. Cost $288.23 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $89 Shares 103 Est. Cost $905.73 Unrealized 0.0%
FDMO FIDELITY MOMENTUM FACTOR ETF 0.1%
Value ($000) $85 Shares 1,018 Est. Cost $83.97 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $85 Shares 277 Est. Cost $305.09 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.1%
Value ($000) $82 Shares 1,040 Est. Cost $103.35 Unrealized 0.0%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.1%
Value ($000) $82 Shares 2,000 Est. Cost $41.08 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $82 Shares 144 Est. Cost $532.37 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.1%
Value ($000) $81 Shares 515 Est. Cost $143.18 Unrealized 0.0%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $78 Shares 504 Est. Cost $155.12 Unrealized
F FORD MTR CO COM 0.1%
Value ($000) $75 Shares 5,711 Est. Cost $12.83 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $74 Shares 1,000 Est. Cost $70.46 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $66 Shares 1,000 Est. Cost $66.00 Unrealized
NGG NATIONAL GRID TRANSCO PLC 0.1%
Value ($000) $61 Shares 791 Est. Cost $77.39 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $61 Shares 872 Est. Cost $69.39 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $60 Shares 122 Est. Cost $473.82 Unrealized 0.0%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $59 Shares 55 Est. Cost $955.55 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $59 Shares 335 Est. Cost $172.81 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $58 Shares 688 Est. Cost $84.06 Unrealized 0.0%
KBWB INVESCO KBW BANK ETF 0.1%
Value ($000) $57 Shares 681 Est. Cost $84.29 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $56 Shares 1,026 Est. Cost $52.67 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $55 Shares 712 Est. Cost $73.79 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $55 Shares 319 Est. Cost $170.79 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $54 Shares 145 Est. Cost $356.97 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $53 Shares 347 Est. Cost $151.40 Unrealized 0.0%
TEL TE CONNECTIVITY LTD 0.0%
Value ($000) $53 Shares 232 Est. Cost $231.27 Unrealized 0.0%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $52 Shares 1,055 Est. Cost $49.21 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $51 Shares 153 Est. Cost $337.21 Unrealized 0.0%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value ($000) $50 Shares 2,836 Est. Cost $17.66 Unrealized
IYG ISHARES TR DOW JONES U S FINL SVCS 0.0%
Value ($000) $50 Shares 541 Est. Cost $92.29 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $50 Shares 1,060 Est. Cost $46.94 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $49 Shares 84 Est. Cost $565.16 Unrealized 0.0%
IHF ISHARES DJ US HEALTH CARE PROVIDERS 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $47.94 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $47 Shares 259 Est. Cost $182.10 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $47 Shares 162 Est. Cost $280.61 Unrealized 0.0%
HNGE HINGE HEALTH INC CL A 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $48.16 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $45 Shares 169 Est. Cost $254.06 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $44 Shares 150 Est. Cost $302.56 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $43 Shares 65 Est. Cost $660.69 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $43 Shares 244 Est. Cost $180.30 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $43 Shares 95 Est. Cost $443.29 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $42 Shares 1,054 Est. Cost $42.03 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $42 Shares 449 Est. Cost $90.02 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $41 Shares 88 Est. Cost $467.69 Unrealized 0.0%
FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $40.74 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $41 Shares 259 Est. Cost $156.63 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $40 Shares 205 Est. Cost $195.03 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $39 Shares 389 Est. Cost $108.41 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $39 Shares 500 Est. Cost $77.53 Unrealized
SBAC SBA COMMUNICATIONS CP 0.0%
Value ($000) $39 Shares 200 Est. Cost $192.67 Unrealized 0.0%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 477 Est. Cost $80.62 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $38 Shares 244 Est. Cost $143.30 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $38 Shares 320 Est. Cost $122.44 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $37 Shares 467 Est. Cost $78.31 Unrealized 0.0%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $35 Shares 534 Est. Cost $65.40 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $34 Shares 133 Est. Cost $264.83 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $34 Shares 56 Est. Cost $605.86 Unrealized
FCFS FIRST CASH FINANCIAL 0.0%
Value ($000) $33 Shares 207 Est. Cost $157.02 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $31 Shares 305 Est. Cost $120.70 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $30 Shares 551 Est. Cost $57.06 Unrealized 0.0%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $29 Shares 708 Est. Cost $40.35 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $28 Shares 534 Est. Cost $52.62 Unrealized
PNFP PINNACLE FINL PARTNERS 0.0%
Value ($000) $27 Shares 284 Est. Cost $91.86 Unrealized 0.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $27 Shares 269 Est. Cost $96.14 Unrealized 0.0%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $26 Shares 128 Est. Cost $206.70 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $26 Shares 205 Est. Cost $123.86 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $26 Shares 113 Est. Cost $227.32 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $86.37 Unrealized 0.0%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $26 Shares 286 Est. Cost $89.20 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $25 Shares 260 Est. Cost $96.30 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $25 Shares 143 Est. Cost $170.73 Unrealized 0.0%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $24 Shares 304 Est. Cost $77.62 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $23 Shares 139 Est. Cost $168.77 Unrealized
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $22 Shares 214 Est. Cost $103.66 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $22 Shares 740 Est. Cost $28.53 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $22 Shares 171 Est. Cost $134.01 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $22 Shares 57 Est. Cost $385.18 Unrealized
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $22 Shares 430 Est. Cost $53.21 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $21 Shares 784 Est. Cost $26.91 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $106.51 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $19 Shares 61 Est. Cost $285.32 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $19 Shares 204 Est. Cost $91.30 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $64.84 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $189.55 Unrealized 0.0%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $17 Shares 123 Est. Cost $137.60 Unrealized
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 0.0%
Value ($000) $16 Shares 306 Est. Cost $53.44 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $16 Shares 45 Est. Cost $340.09 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $16 Shares 25 Est. Cost $620.72 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $15 Shares 70 Est. Cost $192.78 Unrealized 0.0%
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $14 Shares 311 Est. Cost $45.91 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $13 Shares 296 Est. Cost $45.35 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.0%
Value ($000) $13 Shares 152 Est. Cost $85.07 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 45 Est. Cost $229.35 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $13 Shares 196 Est. Cost $64.42 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $12 Shares 158 Est. Cost $80.29 Unrealized 0.0%
DEI DOUGLAS EMMETT INC COM 0.0%
Value ($000) $11 Shares 1,026 Est. Cost $10.99 Unrealized
FITE STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF 0.0%
Value ($000) $10 Shares 122 Est. Cost $85.48 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $261.32 Unrealized 0.0%
PMT PENNYMAC MTG INVT TR COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.55 Unrealized
VLGEA VILLAGE SUPER MKT INC CL A NEW 0.0%
Value ($000) $9 Shares 264 Est. Cost $34.33 Unrealized 0.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $9 Shares 70 Est. Cost $130.26 Unrealized 0.0%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $9 Shares 4 Est. Cost $2025.92 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $8 Shares 375 Est. Cost $22.36 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $8 Shares 72 Est. Cost $106.29 Unrealized 0.0%
IDU ISHARES DOW JONES US UTILITIES 0.0%
Value ($000) $8 Shares 73 Est. Cost $108.18 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $7 Shares 16 Est. Cost $439.94 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 127 Est. Cost $47.53 Unrealized 0.0%
EFC ELLINGTON FINANCIAL INC COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.59 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 119 Est. Cost $56.73 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $6 Shares 81 Est. Cost $76.23 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.72 Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value ($000) $5 Shares 121 Est. Cost $38.27 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 135 Est. Cost $31.21 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $442.56 Unrealized 0.0%
CLOZ ELDRIDGE BBB-B CLO ETF 0.0%
Value ($000) $4 Shares 147 Est. Cost $26.55 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $224.60 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $4 Shares 11 Est. Cost $354.39 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $60.99 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $109.53 Unrealized 0.0%
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.64 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.08 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $2 Shares 120 Est. Cost $15.68 Unrealized 0.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.56 Unrealized 0.0%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $106.71 Unrealized
SPBC SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $44.73 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $1 Shares 84 Est. Cost $12.15 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $158.02 Unrealized 0.0%
WRD WERIDE INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.68 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $50.12 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $24.63 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.79 Unrealized 0.0%
FETH FIDELITY ETHEREUM FUND ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.57 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.89 Unrealized 0.0%