Oliver Lagore Vanvalin Investment Group as of Sept. 30, 2024
Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 685 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 28.1 | $105M | 183k | 573.76 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 4.7 | $18M | 192k | 91.81 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 3.7 | $14M | 115k | 119.60 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 3.5 | $13M | 133k | 98.12 | |
| Goldman Sachs Etf Tr aces ultra shr (GSST) | 2.4 | $9.0M | 177k | 50.64 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 2.3 | $8.8M | 130k | 67.51 | |
| Invesco Nasdaq 100 Etf (QQQM) | 2.2 | $8.2M | 41k | 200.85 | |
| Ishares Bitcoin Tr (IBIT) | 1.9 | $7.3M | 201k | 36.13 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.8 | $6.6M | 79k | 83.15 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 1.7 | $6.3M | 78k | 80.30 | |
| Goldman Sachs Physical Gold (AAAU) | 1.6 | $6.1M | 236k | 26.02 | |
| Amazon (AMZN) | 1.5 | $5.6M | 30k | 186.33 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.5 | $5.5M | 108k | 50.74 | |
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 1.4 | $5.4M | 76k | 71.60 | |
| Microsoft Corporation (MSFT) | 1.2 | $4.5M | 11k | 430.30 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.2 | $4.4M | 9.1k | 488.06 | |
| Apple (AAPL) | 1.2 | $4.3M | 19k | 233.00 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $3.8M | 23k | 165.85 | |
| Health Care SPDR (XLV) | 1.0 | $3.6M | 23k | 154.02 | |
| Facebook Inc cl a (META) | 0.9 | $3.4M | 5.9k | 572.44 | |
| Invesco Global Short etf - e (PGHY) | 0.9 | $3.2M | 158k | 20.23 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.8 | $3.2M | 18k | 179.16 | |
| Listed Fd Tr (SPRX) | 0.8 | $3.0M | 130k | 22.75 | |
| Innovator Etfs Tr (BALT) | 0.8 | $2.8M | 92k | 30.83 | |
| Total (TTE) | 0.7 | $2.7M | 42k | 64.62 | |
| Carlisle Companies (CSL) | 0.7 | $2.7M | 6.1k | 449.74 | |
| Procter & Gamble Company (PG) | 0.7 | $2.6M | 15k | 173.20 | |
| American Express Company (AXP) | 0.6 | $2.2M | 8.2k | 271.20 | |
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.6 | $2.2M | 39k | 56.57 | |
| MercadoLibre (MELI) | 0.6 | $2.2M | 1.1k | 2051.00 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | 18k | 121.44 | |
| Intuit (INTU) | 0.6 | $2.1M | 3.3k | 620.91 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.0M | 3.9k | 517.71 | |
| Constellation Energy (CEG) | 0.5 | $2.0M | 7.8k | 260.01 | |
| Asml Holding (ASML) | 0.5 | $2.0M | 2.4k | 833.10 | |
| Innovator Etfs Trust (KSEP) | 0.5 | $2.0M | 78k | 25.51 | |
| Broadcom (AVGO) | 0.5 | $2.0M | 11k | 172.49 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $2.0M | 4.2k | 460.26 | |
| Nextera Energy (NEE) | 0.5 | $1.9M | 23k | 84.53 | |
| Fiserv (FI) | 0.5 | $1.9M | 11k | 179.65 | |
| Novo Nordisk A/S (NVO) | 0.5 | $1.9M | 16k | 119.07 | |
| Chevron Corporation (CVX) | 0.5 | $1.9M | 13k | 147.27 | |
| Oracle Corporation (ORCL) | 0.5 | $1.8M | 11k | 170.40 | |
| Invesco Emerging Markets S etf (PCY) | 0.5 | $1.8M | 83k | 21.50 | |
| Palo Alto Networks (PANW) | 0.5 | $1.8M | 5.2k | 341.77 | |
| Ishares Tr core tl usd bd (IUSB) | 0.5 | $1.8M | 37k | 47.12 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $1.7M | 12k | 148.48 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.7M | 11k | 164.09 | |
| Tyler Technologies (TYL) | 0.4 | $1.6M | 2.8k | 583.69 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $1.6M | 32k | 51.54 | |
| Deere & Company (DE) | 0.4 | $1.6M | 3.9k | 417.28 | |
| Tema Etf Trust (HRTS) | 0.4 | $1.6M | 46k | 33.60 | |
| iShares S&P 500 Index (IVV) | 0.4 | $1.5M | 2.7k | 576.77 | |
| MasterCard Incorporated (MA) | 0.4 | $1.5M | 3.1k | 493.82 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.4 | $1.5M | 33k | 45.88 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | 1.6k | 886.59 | |
| Danaher Corporation (DHR) | 0.4 | $1.4M | 5.2k | 278.04 | |
| IDEXX Laboratories (IDXX) | 0.4 | $1.4M | 2.8k | 505.22 | |
| Pepsi (PEP) | 0.4 | $1.4M | 8.2k | 170.05 | |
| Hershey Company (HSY) | 0.3 | $1.3M | 6.6k | 191.77 | |
| Dynatrace (DT) | 0.3 | $1.3M | 24k | 53.47 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | 1.4k | 886.07 | |
| Veralto Corp (VLTO) | 0.3 | $1.2M | 11k | 111.86 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.3 | $1.2M | 4.8k | 245.45 | |
| Phillips Edison & Co (PECO) | 0.3 | $1.2M | 31k | 37.71 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $1.1M | 4.0k | 280.47 | |
| Agnico (AEM) | 0.3 | $1.1M | 13k | 80.56 | |
| Amer (UHAL) | 0.3 | $1.1M | 14k | 77.48 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | 5.0k | 210.85 | |
| Waste Connections (WCN) | 0.3 | $1.0M | 5.9k | 178.81 | |
| AstraZeneca (AZN) | 0.3 | $1.0M | 13k | 77.91 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | 4.9k | 206.59 | |
| Lam Research Corporation | 0.3 | $951k | 1.2k | 816.24 | |
| Celsius Holdings (CELH) | 0.3 | $944k | 30k | 31.36 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $868k | 14k | 62.32 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $775k | 1.5k | 528.14 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $774k | 4.5k | 173.68 | |
| DTE Energy Company (DTE) | 0.2 | $762k | 5.9k | 128.40 | |
| Stryker Corporation (SYK) | 0.2 | $728k | 2.0k | 361.19 | |
| Sherwin-Williams Company (SHW) | 0.2 | $696k | 1.8k | 381.63 | |
| Ferrari Nv Ord (RACE) | 0.2 | $650k | 1.4k | 470.18 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $625k | 6.5k | 95.76 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $561k | 3.1k | 179.30 | |
| Blackrock Etf Trust us eqt factor (DYNF) | 0.1 | $559k | 11k | 49.47 | |
| Tesla Motors (TSLA) | 0.1 | $557k | 2.1k | 261.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $556k | 4.7k | 117.21 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $513k | 8.9k | 57.53 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $479k | 4.5k | 107.65 | |
| McDonald's Corporation (MCD) | 0.1 | $459k | 1.5k | 304.55 | |
| Southern Company (SO) | 0.1 | $454k | 5.0k | 90.18 | |
| Ishares Tr rus200 grw idx (IWY) | 0.1 | $449k | 2.0k | 220.10 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.1 | $427k | 4.2k | 100.72 | |
| Visa (V) | 0.1 | $421k | 1.5k | 274.91 | |
| Innovator Equity Defined Protection Etf - 2 Yr To January 2026 (AJAN) | 0.1 | $418k | 16k | 26.09 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.1 | $415k | 4.3k | 95.81 | |
| Wal-Mart Stores (WMT) | 0.1 | $372k | 4.6k | 80.75 | |
| Grayscale Bitcoin Ord (GBTC) | 0.1 | $355k | 7.0k | 50.50 | |
| Valero Energy Corporation (VLO) | 0.1 | $327k | 2.4k | 135.01 | |
| Merck & Co (MRK) | 0.1 | $320k | 2.8k | 113.57 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $316k | 1.6k | 197.21 | |
| SPDR Gold Trust (GLD) | 0.1 | $300k | 1.2k | 243.06 | |
| Home Depot (HD) | 0.1 | $278k | 687.00 | 405.20 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $275k | 2.8k | 98.11 | |
| Direxion Auspice Broad Commodity (COM) | 0.1 | $268k | 9.3k | 28.74 | |
| Fidelity consmr staples (FSTA) | 0.1 | $266k | 5.2k | 51.05 | |
| Blackrock Etf Trust Ii (BINC) | 0.1 | $265k | 5.0k | 53.53 | |
| CMS Energy Corporation (CMS) | 0.1 | $265k | 3.7k | 70.63 | |
| Netflix (NFLX) | 0.1 | $260k | 366.00 | 709.27 | |
| Intuitive Surgical (ISRG) | 0.1 | $258k | 526.00 | 491.27 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $251k | 2.1k | 121.15 | |
| Nike (NKE) | 0.1 | $241k | 2.7k | 88.42 | |
| Servicenow (NOW) | 0.1 | $241k | 269.00 | 894.39 | |
| Ishares Inc msci emrg chn (EMXC) | 0.1 | $240k | 3.9k | 61.12 | |
| Progressive Corporation (PGR) | 0.1 | $231k | 911.00 | 253.79 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $218k | 1.4k | 151.61 | |
| Innovator Etfs Tr s&p 500 power (PJAN) | 0.1 | $217k | 5.3k | 41.32 | |
| Utilities SPDR (XLU) | 0.1 | $215k | 2.7k | 80.78 | |
| Ford Motor Company (F) | 0.1 | $213k | 20k | 10.56 | |
| Target Corporation (TGT) | 0.1 | $211k | 1.4k | 155.86 | |
| Technology SPDR (XLK) | 0.1 | $205k | 906.00 | 225.88 | |
| Cisco Systems (CSCO) | 0.1 | $204k | 3.8k | 53.22 | |
| Nfj Dividend Interest (NFJ) | 0.1 | $200k | 15k | 13.04 | |
| Northern Lts Fd Tr Iv inspire 100etf (BIBL) | 0.1 | $196k | 4.8k | 40.67 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.1 | $195k | 845.00 | 230.52 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $193k | 13k | 14.65 | |
| Clean Harbors (CLH) | 0.0 | $185k | 764.00 | 241.71 | |
| ProShares Ultra QQQ (QLD) | 0.0 | $184k | 1.8k | 100.70 | |
| HEICO Corporation (HEI) | 0.0 | $183k | 700.00 | 261.48 | |
| ProShares Ultra S&P500 (SSO) | 0.0 | $183k | 2.0k | 90.18 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $180k | 307.00 | 586.05 | |
| Timothy Plan us lrg cap cor (TPLC) | 0.0 | $177k | 4.0k | 44.00 | |
| iShares Silver Trust (SLV) | 0.0 | $176k | 6.2k | 28.41 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $168k | 24k | 7.10 | |
| LKQ Corporation (LKQ) | 0.0 | $164k | 4.1k | 39.92 | |
| Johnson & Johnson (JNJ) | 0.0 | $160k | 986.00 | 162.01 | |
| Crh (CRH) | 0.0 | $159k | 1.7k | 92.74 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $158k | 5.4k | 29.59 | |
| Dt Midstream (DTM) | 0.0 | $154k | 2.0k | 78.65 | |
| Emerson Electric (EMR) | 0.0 | $153k | 1.4k | 109.37 | |
| Ishares Tr rus200 val idx (IWX) | 0.0 | $152k | 1.9k | 81.26 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $150k | 2.6k | 57.42 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $146k | 874.00 | 167.14 | |
| Innovator Etfs Tr nasdaq 100 pwr (NJAN) | 0.0 | $146k | 3.1k | 46.46 | |
| Innovator Etfs Tr (ZALT) | 0.0 | $145k | 5.0k | 29.25 | |
| Intel Corporation (INTC) | 0.0 | $144k | 6.1k | 23.46 | |
| Innovator Etfs Tr s&p 500 buffer (BJAN) | 0.0 | $143k | 3.1k | 46.56 | |
| Amgen (AMGN) | 0.0 | $139k | 432.00 | 322.21 | |
| Philip Morris International (PM) | 0.0 | $137k | 1.1k | 121.40 | |
| Coca-Cola Company (KO) | 0.0 | $133k | 1.9k | 71.86 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $132k | 9.6k | 13.72 | |
| Huntington Ingalls Inds (HII) | 0.0 | $130k | 492.00 | 264.38 | |
| Northern Lts Fd Tr Iv intrntinl esg (WWJD) | 0.0 | $130k | 4.0k | 32.30 | |
| Energy Transfer Equity (ET) | 0.0 | $129k | 8.0k | 16.05 | |
| Cummins (CMI) | 0.0 | $129k | 397.00 | 323.79 | |
| Dimensional Etf Trust (DFAU) | 0.0 | $128k | 3.2k | 39.69 | |
| Masco Corporation (MAS) | 0.0 | $128k | 1.5k | 83.93 | |
| Kirby Corporation (KEX) | 0.0 | $125k | 1.0k | 122.43 | |
| Prologis (PLD) | 0.0 | $125k | 990.00 | 126.28 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $125k | 3.8k | 32.81 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $123k | 2.6k | 47.22 | |
| Timothy Plan hig dv stk etf (TPHD) | 0.0 | $122k | 3.2k | 37.70 | |
| American Homes 4 Rent-a reit (AMH) | 0.0 | $122k | 3.2k | 38.40 | |
| Blackrock Us Carbon Transition (LCTU) | 0.0 | $122k | 1.9k | 62.73 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $119k | 2.4k | 49.91 | |
| Lowe's Companies (LOW) | 0.0 | $118k | 437.00 | 270.85 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $118k | 2.2k | 52.59 | |
| Verizon Communications (VZ) | 0.0 | $117k | 2.6k | 44.92 | |
| Honeywell International (HON) | 0.0 | $116k | 562.00 | 206.88 | |
| PPG Industries (PPG) | 0.0 | $116k | 873.00 | 132.52 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $112k | 264.00 | 423.33 | |
| At&t (T) | 0.0 | $102k | 4.6k | 22.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $101k | 1.2k | 87.83 | |
| Walt Disney Company (DIS) | 0.0 | $101k | 1.1k | 96.15 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $101k | 10k | 10.06 | |
| Edwards Lifesciences (EW) | 0.0 | $98k | 1.5k | 65.99 | |
| Consolidated Edison (ED) | 0.0 | $96k | 919.00 | 104.13 | |
| L3harris Technologies (LHX) | 0.0 | $94k | 397.00 | 237.87 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $91k | 1.1k | 82.94 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $91k | 838.00 | 108.63 | |
| Berry Plastics (BERY) | 0.0 | $91k | 1.3k | 68.00 | |
| Ares Capital Corporation (ARCC) | 0.0 | $90k | 4.3k | 20.94 | |
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $89k | 9.7k | 9.21 | |
| Timothy Plan cmn (TPSC) | 0.0 | $88k | 2.3k | 38.91 | |
| AutoZone (AZO) | 0.0 | $88k | 28.00 | 3150.04 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $88k | 886.00 | 99.48 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $88k | 151.00 | 583.51 | |
| Rb Global (RBA) | 0.0 | $87k | 1.1k | 80.52 | |
| Proshares Tr short s&p 500 ne | 0.0 | $87k | 8.0k | 10.85 | |
| General Electric (GE) | 0.0 | $87k | 459.00 | 188.38 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $85k | 778.00 | 108.81 | |
| Caterpillar (CAT) | 0.0 | $84k | 215.00 | 391.60 | |
| Ishares Tr (USXF) | 0.0 | $84k | 1.7k | 49.08 | |
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $83k | 3.5k | 23.79 | |
| Northern Lts Fd Tr Iv inspire smal etf (ISMD) | 0.0 | $81k | 2.1k | 37.91 | |
| Avidity Biosciences Ord (RNA) | 0.0 | $81k | 1.8k | 45.93 | |
| Mercantile Bank (MBWM) | 0.0 | $81k | 1.8k | 43.72 | |
| Ishares Ibonds Dec 2025 Term T (IBTF) | 0.0 | $80k | 3.4k | 23.42 | |
| CSX Corporation (CSX) | 0.0 | $80k | 2.3k | 34.53 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $79k | 808.00 | 98.02 | |
| Service Corporation International (SCI) | 0.0 | $79k | 994.00 | 78.93 | |
| General Mills (GIS) | 0.0 | $77k | 1.0k | 73.85 | |
| InvenTrust Properties Corp (IVT) | 0.0 | $75k | 2.7k | 28.37 | |
| Dimensional Global Core Plus Fixed Income Etf (DFGP) | 0.0 | $75k | 1.4k | 55.10 | |
| Travelers Companies (TRV) | 0.0 | $75k | 321.00 | 234.12 | |
| Diamondback Energy (FANG) | 0.0 | $74k | 430.00 | 172.43 | |
| Teradyne (TER) | 0.0 | $74k | 553.00 | 133.97 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $74k | 1.9k | 39.88 | |
| Norfolk Southern (NSC) | 0.0 | $74k | 298.00 | 248.50 | |
| Coinbase Global (COIN) | 0.0 | $73k | 410.00 | 178.17 | |
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $72k | 1.2k | 60.43 | |
| Franklin Templeton (FTF) | 0.0 | $72k | 11k | 6.67 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $71k | 1.2k | 59.04 | |
| Ishares Ibonds Dec 2026 Term T (IBTG) | 0.0 | $70k | 3.0k | 23.07 | |
| Plains All American Pipeline (PAA) | 0.0 | $69k | 4.0k | 17.37 | |
| Aim Etf Products Trust (JULT) | 0.0 | $68k | 1.8k | 38.69 | |
| Ciena Corporation (CIEN) | 0.0 | $68k | 1.1k | 61.59 | |
| Applovin Corp Class A (APP) | 0.0 | $68k | 520.00 | 130.55 | |
| Ishares Ibonds Dec 2024 Term T | 0.0 | $67k | 2.8k | 24.00 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $67k | 597.00 | 111.86 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $66k | 701.00 | 93.60 | |
| DNP Select Income Fund (DNP) | 0.0 | $65k | 6.5k | 10.04 | |
| Altria (MO) | 0.0 | $65k | 1.3k | 51.04 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $64k | 420.00 | 153.13 | |
| Comcast Corporation (CMCSA) | 0.0 | $63k | 1.5k | 41.77 | |
| Ishares Tr edge invt grde (IGEB) | 0.0 | $62k | 1.3k | 46.47 | |
| Hexcel Corporation (HXL) | 0.0 | $62k | 1.0k | 61.83 | |
| First Tr Exchng Traded Fd Vi (FMAY) | 0.0 | $62k | 1.3k | 46.51 | |
| FedEx Corporation (FDX) | 0.0 | $62k | 225.00 | 274.06 | |
| American Water Works (AWK) | 0.0 | $61k | 416.00 | 146.41 | |
| Air Products & Chemicals (APD) | 0.0 | $60k | 200.00 | 297.74 | |
| Iron Mountain (IRM) | 0.0 | $59k | 500.00 | 118.83 | |
| Ishares Tr us infrastruc (IFRA) | 0.0 | $59k | 1.3k | 46.99 | |
| Industrial SPDR (XLI) | 0.0 | $58k | 425.00 | 135.57 | |
| Kroger (KR) | 0.0 | $57k | 1.0k | 57.30 | |
| Duke Energy (DUK) | 0.0 | $57k | 497.00 | 115.30 | |
| Ishares Tr (DMXF) | 0.0 | $57k | 793.00 | 72.02 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $57k | 1.1k | 52.86 | |
| Wec Energy Group (WEC) | 0.0 | $56k | 578.00 | 96.18 | |
| Ishares Msci Global Gold Min etp (RING) | 0.0 | $55k | 1.7k | 33.01 | |
| Ishares Tr etf msci usa (ESGU) | 0.0 | $53k | 423.00 | 126.30 | |
| Realty Income (O) | 0.0 | $53k | 837.00 | 63.42 | |
| Global X Fds nasdaq 100 cover (QYLD) | 0.0 | $53k | 2.9k | 18.04 | |
| Starbucks Corporation (SBUX) | 0.0 | $52k | 534.00 | 97.52 | |
| Manulife Finl Corp (MFC) | 0.0 | $52k | 1.8k | 29.55 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $51k | 387.00 | 132.33 | |
| Moderna (MRNA) | 0.0 | $51k | 764.00 | 66.83 | |
| Boston Scientific Corporation (BSX) | 0.0 | $51k | 608.00 | 83.80 | |
| Linde (LIN) | 0.0 | $51k | 106.00 | 476.92 | |
| Boeing Company (BA) | 0.0 | $49k | 323.00 | 152.04 | |
| Knight Swift Transn Hldgs (KNX) | 0.0 | $49k | 902.00 | 53.93 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $49k | 997.00 | 48.61 | |
| J.M. Smucker Company (SJM) | 0.0 | $48k | 400.00 | 121.10 | |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $48k | 3.3k | 14.48 | |
| Mondelez Int (MDLZ) | 0.0 | $47k | 644.00 | 73.67 | |
| Aim Etf Products Trust (MAYT) | 0.0 | $47k | 1.4k | 32.53 | |
| Uber Technologies (UBER) | 0.0 | $45k | 600.00 | 75.16 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $45k | 143.00 | 314.39 | |
| Ishares Tr cmn (GOVT) | 0.0 | $44k | 1.9k | 23.45 | |
| International Business Machines (IBM) | 0.0 | $44k | 200.00 | 221.08 | |
| Blackrock Debt Strat (DSU) | 0.0 | $44k | 4.0k | 11.03 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $44k | 851.00 | 51.13 | |
| UnitedHealth (UNH) | 0.0 | $43k | 74.00 | 584.77 | |
| Metropcs Communications (TMUS) | 0.0 | $42k | 205.00 | 206.36 | |
| SPDR S&P Dividend (SDY) | 0.0 | $42k | 296.00 | 142.04 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $41k | 3.0k | 13.80 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $41k | 1.2k | 33.23 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $41k | 468.00 | 88.14 | |
| Enterprise Products Partners (EPD) | 0.0 | $40k | 1.4k | 29.11 | |
| Citigroup (C) | 0.0 | $39k | 617.00 | 62.60 | |
| Abbott Laboratories (ABT) | 0.0 | $38k | 334.00 | 114.01 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $38k | 881.00 | 43.19 | |
| Ameres (AMRC) | 0.0 | $38k | 1.0k | 37.94 | |
| FirstEnergy (FE) | 0.0 | $38k | 850.00 | 44.35 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $38k | 685.00 | 54.93 | |
| Best Buy (BBY) | 0.0 | $37k | 360.00 | 103.30 | |
| Innovator Etfs Tr s&p 500 buffer (BAUG) | 0.0 | $37k | 865.00 | 42.78 | |
| Dominion Resources (D) | 0.0 | $37k | 639.00 | 57.79 | |
| Quanta Services (PWR) | 0.0 | $36k | 121.00 | 298.15 | |
| Duff & Phelps Global (DPG) | 0.0 | $35k | 3.0k | 11.74 | |
| Suburban Propane Partners (SPH) | 0.0 | $35k | 2.0k | 17.94 | |
| Nuscale PWR Corp (SMR) | 0.0 | $35k | 3.0k | 11.58 | |
| Pimco Dynamic Incm Fund (PDI) | 0.0 | $35k | 1.7k | 20.27 | |
| Spotify Technology Sa (SPOT) | 0.0 | $34k | 93.00 | 368.53 | |
| HEICO Corporation (HEI.A) | 0.0 | $34k | 166.00 | 203.79 | |
| Claymore Guggenheim Strategic (GOF) | 0.0 | $33k | 2.1k | 15.76 | |
| Dimensional Etf Trust (DUHP) | 0.0 | $33k | 967.00 | 34.07 | |
| Pimco Etf Tr 25yr+ zero u s (ZROZ) | 0.0 | $33k | 399.00 | 82.42 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $33k | 902.00 | 36.40 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $33k | 42.00 | 774.50 | |
| Cassava Sciences (SAVA) | 0.0 | $32k | 1.1k | 29.43 | |
| CACI International (CACI) | 0.0 | $32k | 64.00 | 504.56 | |
| Shopify Inc cl a (SHOP) | 0.0 | $32k | 400.00 | 80.14 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $32k | 570.00 | 55.63 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $32k | 51.00 | 618.57 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $32k | 530.00 | 59.51 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $32k | 3.0k | 10.51 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $31k | 690.00 | 45.30 | |
| Rivernorth Opprtunities Fd I (RIV) | 0.0 | $31k | 2.4k | 12.92 | |
| Draftkings (DKNG) | 0.0 | $31k | 790.00 | 39.20 | |
| ConocoPhillips (COP) | 0.0 | $30k | 287.00 | 105.28 | |
| Arm Holdings (ARM) | 0.0 | $30k | 209.00 | 143.01 | |
| Dimensional Etf Trust (DFAI) | 0.0 | $30k | 937.00 | 31.78 | |
| Ishares Tr (EUSB) | 0.0 | $30k | 665.00 | 44.30 | |
| Kraft Heinz (KHC) | 0.0 | $30k | 839.00 | 35.11 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.0 | $29k | 475.00 | 61.60 | |
| Dow (DOW) | 0.0 | $29k | 535.00 | 54.63 | |
| Natera (NTRA) | 0.0 | $29k | 230.00 | 126.95 | |
| Ge Vernova (GEV) | 0.0 | $29k | 112.00 | 254.98 | |
| S&p Global (SPGI) | 0.0 | $29k | 55.00 | 517.55 | |
| Bank of America Corporation (BAC) | 0.0 | $28k | 712.00 | 39.67 | |
| Ishares Tr ibnd dec24 etf | 0.0 | $28k | 1.1k | 25.21 | |
| Qualcomm (QCOM) | 0.0 | $27k | 161.00 | 170.16 | |
| Discover Financial Services | 0.0 | $26k | 188.00 | 140.29 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $26k | 812.00 | 32.37 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $26k | 234.00 | 110.47 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $26k | 181.00 | 142.28 | |
| Yum! Brands (YUM) | 0.0 | $26k | 183.00 | 139.97 | |
| Principal Financial (PFG) | 0.0 | $25k | 296.00 | 85.90 | |
| CONSOLIDATED WATER CO Inc Com Stk (CWCO) | 0.0 | $25k | 1.0k | 25.21 | |
| Ishares Tr (IBIC) | 0.0 | $25k | 981.00 | 25.68 | |
| Union Pacific Corporation (UNP) | 0.0 | $25k | 100.00 | 246.48 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $25k | 17.00 | 1438.71 | |
| Fidelity Covington Trust (FELG) | 0.0 | $24k | 737.00 | 33.17 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $24k | 248.00 | 98.51 | |
| Abbvie (ABBV) | 0.0 | $24k | 122.00 | 197.48 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $24k | 291.00 | 82.48 | |
| Micron Technology (MU) | 0.0 | $24k | 231.00 | 103.49 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $24k | 267.00 | 89.31 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $24k | 200.00 | 117.36 | |
| GSK (GSK) | 0.0 | $23k | 571.00 | 40.88 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $23k | 400.00 | 57.62 | |
| Novartis (NVS) | 0.0 | $23k | 200.00 | 115.02 | |
| Eaton (ETN) | 0.0 | $23k | 69.00 | 331.65 | |
| National Fuel Gas (NFG) | 0.0 | $23k | 376.00 | 60.61 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $23k | 342.00 | 65.95 | |
| Blackrock Etf Trust (LCTD) | 0.0 | $22k | 460.00 | 48.64 | |
| Franklin Electric (FELE) | 0.0 | $22k | 211.00 | 104.94 | |
| Astera Labs (ALAB) | 0.0 | $22k | 411.00 | 52.39 | |
| CVS Caremark Corporation (CVS) | 0.0 | $21k | 335.00 | 62.83 | |
| Gabelli Equity Trust (GAB) | 0.0 | $21k | 3.8k | 5.49 | |
| Grayscale Ethereum Com Unt (ETHE) | 0.0 | $21k | 939.00 | 21.89 | |
| Prudential Financial (PRU) | 0.0 | $21k | 169.00 | 121.10 | |
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $20k | 2.0k | 10.18 | |
| Enbridge (ENB) | 0.0 | $20k | 500.00 | 40.61 | |
| Fidelity msci finls idx (FNCL) | 0.0 | $20k | 308.00 | 63.85 | |
| Motorola Solutions (MSI) | 0.0 | $19k | 43.00 | 449.63 | |
| Amplify Etf Tr | 0.0 | $19k | 5.8k | 3.31 | |
| India Fund (IFN) | 0.0 | $19k | 1.0k | 19.02 | |
| Southwest Airlines (LUV) | 0.0 | $19k | 639.00 | 29.62 | |
| Vanguard Value ETF (VTV) | 0.0 | $19k | 108.00 | 174.61 | |
| Vanguard Scottsdale Fds total wld bd etf (BNDW) | 0.0 | $18k | 260.00 | 70.61 | |
| salesforce (CRM) | 0.0 | $18k | 67.00 | 273.79 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $18k | 236.00 | 77.43 | |
| NRG Energy (NRG) | 0.0 | $18k | 200.00 | 91.16 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $18k | 100.00 | 177.36 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $18k | 973.00 | 18.20 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $18k | 101.00 | 174.05 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $18k | 890.00 | 19.73 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $18k | 2.2k | 8.07 | |
| Dell Technologies (DELL) | 0.0 | $17k | 147.00 | 118.54 | |
| Carnival Corporation (CCL) | 0.0 | $17k | 940.00 | 18.49 | |
| Cameco Corporation (CCJ) | 0.0 | $17k | 358.00 | 47.76 | |
| Jack Henry & Associates (JKHY) | 0.0 | $17k | 95.00 | 176.54 | |
| First Citizens BancShares (FCNCA) | 0.0 | $17k | 9.00 | 1841.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $17k | 51.00 | 324.08 | |
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $16k | 344.00 | 47.53 | |
| Super Micro Computer | 0.0 | $16k | 39.00 | 416.41 | |
| Lamb Weston Hldgs (LW) | 0.0 | $16k | 250.00 | 64.74 | |
| Iqvia Holdings (IQV) | 0.0 | $16k | 68.00 | 236.97 | |
| Arch Capital Group (ACGL) | 0.0 | $16k | 144.00 | 111.88 | |
| American Healthcare Reit (AHR) | 0.0 | $16k | 614.00 | 26.10 | |
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $16k | 126.00 | 127.10 | |
| Cigna Corp (CI) | 0.0 | $16k | 46.00 | 346.43 | |
| TJX Companies (TJX) | 0.0 | $16k | 135.00 | 117.54 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $16k | 625.00 | 25.16 | |
| Grayscale Bitcoin Mini Trust BTC | 0.0 | $16k | 2.8k | 5.63 | |
| Veren | 0.0 | $16k | 2.5k | 6.15 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $15k | 17.00 | 902.00 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $15k | 163.00 | 93.91 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $15k | 90.00 | 168.60 | |
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.0 | $15k | 500.00 | 29.75 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $15k | 176.00 | 84.34 | |
| Dollar General (DG) | 0.0 | $15k | 175.00 | 84.57 | |
| Welltower Inc Com reit (WELL) | 0.0 | $15k | 115.00 | 128.03 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $15k | 153.00 | 95.95 | |
| Blackstone Secd Lending (BXSL) | 0.0 | $15k | 500.00 | 29.29 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $14k | 1.0k | 14.40 | |
| Blackrock Income Trust (BKT) | 0.0 | $14k | 1.2k | 12.43 | |
| McKesson Corporation (MCK) | 0.0 | $14k | 29.00 | 494.41 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $14k | 130.00 | 109.33 | |
| Healthcare Realty T (HR) | 0.0 | $14k | 783.00 | 18.15 | |
| Ishares Gold Tr (IAUM) | 0.0 | $14k | 541.00 | 26.25 | |
| Wells Fargo & Company (WFC) | 0.0 | $14k | 250.00 | 56.49 | |
| Goldmansachsbdc (GSBD) | 0.0 | $14k | 1.0k | 13.76 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $14k | 70.00 | 192.81 | |
| Martin Marietta Materials (MLM) | 0.0 | $14k | 25.00 | 539.28 | |
| Ishares Tr conv bd etf (ICVT) | 0.0 | $13k | 159.00 | 83.82 | |
| Allete (ALE) | 0.0 | $13k | 200.00 | 64.19 | |
| Ishares Tr (ICOP) | 0.0 | $13k | 401.00 | 31.93 | |
| Western Midstream Partners (WES) | 0.0 | $13k | 328.00 | 38.21 | |
| Global X Fds (QRMI) | 0.0 | $12k | 730.00 | 17.01 | |
| Fidelity msci info tech i (FTEC) | 0.0 | $12k | 69.00 | 174.51 | |
| O'reilly Automotive (ORLY) | 0.0 | $12k | 10.00 | 1151.60 | |
| Electronic Arts (EA) | 0.0 | $12k | 80.00 | 143.44 | |
| Roku (ROKU) | 0.0 | $11k | 153.00 | 74.66 | |
| Entergy Corporation (ETR) | 0.0 | $11k | 86.00 | 132.14 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $11k | 90.00 | 124.89 | |
| Palantir Technologies (PLTR) | 0.0 | $11k | 300.00 | 37.20 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $11k | 392.00 | 28.46 | |
| Exelon Corporation (EXC) | 0.0 | $11k | 275.00 | 40.55 | |
| Applied Materials (AMAT) | 0.0 | $11k | 55.00 | 202.05 | |
| Global E Online (GLBE) | 0.0 | $11k | 289.00 | 38.44 | |
| Kinder Morgan (KMI) | 0.0 | $11k | 500.00 | 22.09 | |
| Dimensional Etf Trust (DFAE) | 0.0 | $11k | 399.00 | 27.41 | |
| Talen Energy Corp (TLN) | 0.0 | $11k | 61.00 | 178.25 | |
| Western Asset Managed Municipals Fnd (MMU) | 0.0 | $11k | 1.0k | 10.84 | |
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $11k | 1.5k | 7.17 | |
| Dimensional Etf Trust (DFIV) | 0.0 | $11k | 282.00 | 38.08 | |
| Rockwell Automation (ROK) | 0.0 | $11k | 40.00 | 268.45 | |
| Dimensional Etf Trust (DIHP) | 0.0 | $11k | 386.00 | 27.70 | |
| Williams Companies (WMB) | 0.0 | $11k | 231.00 | 45.71 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $10k | 63.00 | 162.22 | |
| Delta Air Lines (DAL) | 0.0 | $10k | 200.00 | 50.79 | |
| Biohaven (BHVN) | 0.0 | $10k | 202.00 | 49.97 | |
| NVR (NVR) | 0.0 | $9.8k | 1.00 | 9812.00 | |
| Fidelity msci hlth care i (FHLC) | 0.0 | $9.8k | 134.00 | 72.80 | |
| Burlington Stores (BURL) | 0.0 | $9.7k | 37.00 | 263.49 | |
| Monster Beverage Corp (MNST) | 0.0 | $9.7k | 186.00 | 52.17 | |
| Coupang (CPNG) | 0.0 | $9.7k | 395.00 | 24.55 | |
| Fortive (FTV) | 0.0 | $9.6k | 122.00 | 78.93 | |
| Strive U.s. Energy Etf (DRLL) | 0.0 | $9.5k | 338.00 | 28.05 | |
| Baidu (BIDU) | 0.0 | $9.5k | 90.00 | 105.29 | |
| Marriott International (MAR) | 0.0 | $9.4k | 38.00 | 248.61 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $9.4k | 93.00 | 101.27 | |
| Skyworks Solutions (SWKS) | 0.0 | $9.4k | 95.00 | 99.13 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $9.4k | 85.00 | 110.64 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $9.3k | 88.00 | 106.19 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $9.3k | 632.00 | 14.70 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $9.3k | 67.00 | 138.64 | |
| Vornado Realty Trust (VNO) | 0.0 | $9.3k | 235.00 | 39.40 | |
| Vaxcyte (PCVX) | 0.0 | $9.1k | 80.00 | 114.28 | |
| United Rentals (URI) | 0.0 | $8.9k | 11.00 | 809.73 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.0 | $8.9k | 100.00 | 88.60 | |
| American Electric Power Company (AEP) | 0.0 | $8.8k | 86.00 | 102.06 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $8.7k | 1.0k | 8.72 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $8.6k | 105.00 | 82.25 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $8.6k | 43.00 | 200.37 | |
| Cadence Design Systems (CDNS) | 0.0 | $8.4k | 31.00 | 271.03 | |
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $8.4k | 750.00 | 11.18 | |
| Sba Communications Corp (SBAC) | 0.0 | $7.9k | 33.00 | 240.70 | |
| Biontech Se (BNTX) | 0.0 | $7.8k | 66.00 | 118.77 | |
| Farmland Partners (FPI) | 0.0 | $7.8k | 750.00 | 10.45 | |
| Nexpoint Real Estate Fin (NREF) | 0.0 | $7.8k | 500.00 | 15.63 | |
| Paymentus Holdings (PAY) | 0.0 | $7.8k | 388.00 | 20.02 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $7.6k | 12.00 | 631.83 | |
| Leslies (LESL) | 0.0 | $7.6k | 2.4k | 3.16 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $7.4k | 31.00 | 240.00 | |
| Diageo (DEO) | 0.0 | $7.4k | 53.00 | 140.34 | |
| Accenture (ACN) | 0.0 | $7.4k | 21.00 | 353.48 | |
| Watsco, Incorporated (WSO) | 0.0 | $7.4k | 15.00 | 491.87 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $7.3k | 180.00 | 40.31 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $7.1k | 800.00 | 8.85 | |
| Hawkins (HWKN) | 0.0 | $7.0k | 55.00 | 127.65 | |
| Harley-Davidson (HOG) | 0.0 | $7.0k | 181.00 | 38.53 | |
| Unilever (UL) | 0.0 | $7.0k | 107.00 | 65.04 | |
| NCR Corporation (VYX) | 0.0 | $6.8k | 500.00 | 13.57 | |
| MetLife (MET) | 0.0 | $6.7k | 81.00 | 82.48 | |
| BlackRock | 0.0 | $6.6k | 7.00 | 949.57 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $6.6k | 42.00 | 158.02 | |
| Albemarle Corporation (ALB) | 0.0 | $6.6k | 70.00 | 94.71 | |
| Stanley Black & Decker (SWK) | 0.0 | $6.6k | 60.00 | 110.13 | |
| General Motors Company (GM) | 0.0 | $6.6k | 147.00 | 44.84 | |
| Smartrent (SMRT) | 0.0 | $6.6k | 3.8k | 1.73 | |
| Construction Partners (ROAD) | 0.0 | $6.6k | 94.00 | 69.80 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $6.4k | 135.00 | 47.44 | |
| Church & Dwight (CHD) | 0.0 | $6.4k | 61.00 | 104.72 | |
| Global X Fds Futr Analy Etf etp (AIQ) | 0.0 | $6.3k | 170.00 | 37.25 | |
| Voya Global Eq Div & Pr Opp (IGD) | 0.0 | $6.3k | 1.1k | 5.64 | |
| AGCO Corporation (AGCO) | 0.0 | $6.3k | 64.00 | 98.16 | |
| Equinix (EQIX) | 0.0 | $6.2k | 7.00 | 888.29 | |
| Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund (KBWD) | 0.0 | $6.1k | 400.00 | 15.28 | |
| iShares S&P 100 Index (OEF) | 0.0 | $6.1k | 22.00 | 276.77 | |
| SoundHound AI (SOUN) | 0.0 | $6.1k | 1.3k | 4.66 | |
| Myriad Genetics (MYGN) | 0.0 | $6.0k | 220.00 | 27.39 | |
| NeoGenomics (NEO) | 0.0 | $5.9k | 400.00 | 14.75 | |
| Lululemon Athletica (LULU) | 0.0 | $5.7k | 21.00 | 271.33 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $5.6k | 56.00 | 100.70 | |
| Cronos Group (CRON) | 0.0 | $5.6k | 2.6k | 2.19 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $5.6k | 150.00 | 37.53 | |
| Taysha Gene Therapies (TSHA) | 0.0 | $5.6k | 2.8k | 2.01 | |
| Alcon (ALC) | 0.0 | $5.6k | 56.00 | 100.07 | |
| Ubs Group (UBS) | 0.0 | $5.6k | 180.00 | 30.91 | |
| Dimensional Etf Trust (DFAR) | 0.0 | $5.5k | 216.00 | 25.64 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $5.5k | 523.00 | 10.58 | |
| Douglas Elliman (DOUG) | 0.0 | $5.5k | 3.0k | 1.83 | |
| Estee Lauder Companies (EL) | 0.0 | $5.5k | 55.00 | 99.69 | |
| Trane Technologies (TT) | 0.0 | $5.4k | 14.00 | 388.71 | |
| Bristol Myers Squibb (BMY) | 0.0 | $5.4k | 105.00 | 51.74 | |
| Crispr Therapeutics (CRSP) | 0.0 | $5.4k | 115.00 | 46.98 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.0 | $5.4k | 933.00 | 5.79 | |
| Putnam Municipal Opportunities Trust (PMO) | 0.0 | $5.2k | 476.00 | 10.90 | |
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $5.2k | 1.6k | 3.24 | |
| Paypal Holdings (PYPL) | 0.0 | $5.1k | 66.00 | 78.03 | |
| Annaly Capital Management (NLY) | 0.0 | $5.1k | 256.00 | 20.07 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $5.0k | 25.00 | 198.64 | |
| Tilray (TLRY) | 0.0 | $4.9k | 2.8k | 1.76 | |
| Pfizer (PFE) | 0.0 | $4.9k | 170.00 | 28.94 | |
| HSBC Holdings (HSBC) | 0.0 | $4.9k | 108.00 | 45.19 | |
| Sprott Physical Gold Trust (PHYS) | 0.0 | $4.8k | 236.00 | 20.38 | |
| Nuvation Bio (NUVB) | 0.0 | $4.8k | 2.1k | 2.29 | |
| Ball Corporation (BALL) | 0.0 | $4.8k | 70.00 | 67.91 | |
| ON Semiconductor (ON) | 0.0 | $4.6k | 64.00 | 72.61 | |
| Primerica (PRI) | 0.0 | $4.5k | 17.00 | 265.18 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $4.5k | 400.00 | 11.22 | |
| Vista Oil & Gas S A B De C V (VIST) | 0.0 | $4.4k | 100.00 | 44.18 | |
| American Acquisition Oppt In (RMCO) | 0.0 | $4.4k | 4.5k | 0.97 | |
| Nokia Corporation (NOK) | 0.0 | $4.4k | 1.0k | 4.37 | |
| Cohen & Steers Total Return Real (RFI) | 0.0 | $4.3k | 328.00 | 13.09 | |
| Ipath Series B S&p 500 Vix Short-term Futures Etn (VXX) | 0.0 | $4.2k | 85.00 | 49.60 | |
| Booking Holdings (BKNG) | 0.0 | $4.2k | 1.00 | 4212.00 | |
| Udr (UDR) | 0.0 | $4.1k | 90.00 | 45.34 | |
| Barnes | 0.0 | $4.0k | 100.00 | 40.41 | |
| BP (BP) | 0.0 | $4.0k | 128.00 | 31.39 | |
| Ftai Aviation (FTAI) | 0.0 | $4.0k | 30.00 | 133.23 | |
| Endava Plc ads (DAVA) | 0.0 | $3.8k | 150.00 | 25.54 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $3.8k | 24.00 | 159.46 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $3.8k | 17.00 | 223.12 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $3.7k | 32.00 | 115.41 | |
| Piedmont Lithium | 0.0 | $3.6k | 400.00 | 8.93 | |
| Marketwise | 0.0 | $3.5k | 5.3k | 0.67 | |
| Gates Industrial Corpratin P ord (GTES) | 0.0 | $3.5k | 200.00 | 17.55 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $3.5k | 59.00 | 59.22 | |
| Natural Resource Partners miscellaneous-ltd partnerships (NRP) | 0.0 | $3.4k | 35.00 | 97.80 | |
| Phillips 66 (PSX) | 0.0 | $3.4k | 26.00 | 131.46 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $3.4k | 50.00 | 68.12 | |
| Sprott Fds Tr (COPP) | 0.0 | $3.4k | 130.00 | 25.98 | |
| Gran Tierra Energy (GTE) | 0.0 | $3.3k | 525.00 | 6.27 | |
| Badger Meter (BMI) | 0.0 | $3.3k | 15.00 | 218.40 | |
| Twilio Inc cl a (TWLO) | 0.0 | $3.3k | 50.00 | 65.22 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $3.3k | 38.00 | 85.55 | |
| Scholastic Corporation (SCHL) | 0.0 | $3.2k | 100.00 | 32.01 | |
| Ark Etf Tr web x.o etf (ARKW) | 0.0 | $3.1k | 37.00 | 85.14 | |
| Enlink Midstream (ENLC) | 0.0 | $3.1k | 215.00 | 14.51 | |
| Manhattan Associates (MANH) | 0.0 | $3.1k | 11.00 | 281.36 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $3.1k | 18.00 | 170.61 | |
| Yum China Holdings (YUMC) | 0.0 | $3.1k | 68.00 | 45.01 | |
| Jabil Circuit (JBL) | 0.0 | $3.0k | 25.00 | 119.84 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $3.0k | 36.00 | 82.31 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $3.0k | 55.00 | 53.64 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $2.9k | 83.00 | 35.42 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $2.9k | 37.00 | 78.05 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $2.9k | 57.00 | 50.63 | |
| Carlyle Group (CG) | 0.0 | $2.8k | 65.00 | 42.88 | |
| Polaris Industries (PII) | 0.0 | $2.7k | 33.00 | 82.21 | |
| Nio Inc spon ads (NIO) | 0.0 | $2.7k | 400.00 | 6.68 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $2.7k | 12.00 | 220.92 | |
| Lithium Amers Corp (LAAC) | 0.0 | $2.6k | 811.00 | 3.26 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $2.6k | 5.00 | 527.60 | |
| Saia (SAIA) | 0.0 | $2.6k | 6.00 | 437.33 | |
| Schwab Strategic Tr (SCHY) | 0.0 | $2.6k | 100.00 | 26.17 | |
| Bain Cap Specialty Fin (BCSF) | 0.0 | $2.6k | 154.00 | 16.60 | |
| Fidelity core divid etf (FDVV) | 0.0 | $2.5k | 50.00 | 50.66 | |
| Kohl's Corporation (KSS) | 0.0 | $2.5k | 120.00 | 21.10 | |
| Synopsys (SNPS) | 0.0 | $2.5k | 5.00 | 506.40 | |
| Urban Edge Pptys (UE) | 0.0 | $2.5k | 117.00 | 21.39 | |
| Proshares Tr russ 2000 divd (SMDV) | 0.0 | $2.4k | 35.00 | 69.26 | |
| Hess Midstream Lp cl a (HESM) | 0.0 | $2.4k | 69.00 | 35.03 | |
| Dupont De Nemours (DD) | 0.0 | $2.4k | 27.00 | 89.11 | |
| Eastman Kodak (KODK) | 0.0 | $2.4k | 500.00 | 4.72 | |
| Corning Incorporated (GLW) | 0.0 | $2.3k | 52.00 | 45.15 | |
| Cyberark Software (CYBR) | 0.0 | $2.3k | 8.00 | 291.62 | |
| Grayscale Ethereum Mini Tr E | 0.0 | $2.3k | 939.00 | 2.44 | |
| Mplx (MPLX) | 0.0 | $2.2k | 51.00 | 44.04 | |
| Lithium Americas Corp (LAC) | 0.0 | $2.2k | 811.00 | 2.70 | |
| Lucid Group | 0.0 | $2.2k | 616.00 | 3.53 | |
| Franklin Templeton Etf Tr franklin india (FLIN) | 0.0 | $2.1k | 50.00 | 41.90 | |
| Baxter International (BAX) | 0.0 | $2.1k | 54.00 | 37.96 | |
| Jbg Smith Properties (JBGS) | 0.0 | $2.0k | 117.00 | 17.48 | |
| Wabtec Corporation (WAB) | 0.0 | $2.0k | 11.00 | 181.73 | |
| CECO Environmental (CECO) | 0.0 | $2.0k | 70.00 | 28.20 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $1.9k | 20.00 | 97.40 | |
| Sony Corporation (SONY) | 0.0 | $1.9k | 20.00 | 96.55 | |
| Ark 21shares Bitcoin Etf (ARKB) | 0.0 | $1.9k | 30.00 | 63.47 | |
| Allianzim U.s. Large Cap Buffer10 Jan Etf (JANT) | 0.0 | $1.8k | 52.00 | 35.12 | |
| Marvell Technology (MRVL) | 0.0 | $1.8k | 25.00 | 72.12 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.8k | 34.00 | 52.97 | |
| Organon & Co (OGN) | 0.0 | $1.8k | 92.00 | 19.13 | |
| Liberty Latin America (LILA) | 0.0 | $1.7k | 180.00 | 9.58 | |
| Kimco Realty Corporation (KIM) | 0.0 | $1.7k | 74.00 | 23.30 | |
| Icon (ICLR) | 0.0 | $1.7k | 6.00 | 287.33 | |
| Vanguard Energy ETF (VDE) | 0.0 | $1.7k | 14.00 | 122.50 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $1.7k | 41.00 | 40.49 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $1.6k | 24.00 | 67.83 | |
| Quantumscape Corp (QS) | 0.0 | $1.6k | 283.00 | 5.75 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $1.6k | 100.00 | 16.22 | |
| Joby Aviation (JOBY) | 0.0 | $1.5k | 300.00 | 5.03 | |
| Heart Test Laboratories (HSCS) | 0.0 | $1.5k | 305.00 | 4.85 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $1.5k | 100.00 | 14.69 | |
| Schlumberger (SLB) | 0.0 | $1.5k | 35.00 | 41.94 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.4k | 13.00 | 106.15 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $1.4k | 12.00 | 114.83 | |
| Te Connectivity (TEL) | 0.0 | $1.4k | 9.00 | 151.00 | |
| Medtronic (MDT) | 0.0 | $1.4k | 15.00 | 90.00 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $1.3k | 12.00 | 111.42 | |
| Digital World Acquisition Co Class A (DJT) | 0.0 | $1.3k | 83.00 | 16.07 | |
| Roblox Corp (RBLX) | 0.0 | $1.3k | 30.00 | 44.27 | |
| Anglogold Ashanti (AU) | 0.0 | $1.3k | 49.00 | 26.63 | |
| Valvoline Inc Common (VVV) | 0.0 | $1.3k | 30.00 | 41.93 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $1.2k | 17.00 | 72.59 | |
| Warner Bros. Discovery (WBD) | 0.0 | $1.2k | 141.00 | 8.25 | |
| Ishares Tr (ILIT) | 0.0 | $1.2k | 102.00 | 11.39 | |
| Vaneck Vectors Etf Tr steel etf (SLX) | 0.0 | $1.1k | 16.00 | 70.44 | |
| Abrdn Etfs (BCIM) | 0.0 | $1.1k | 46.00 | 24.11 | |
| Chargepoint Holdings Inc Com Cl A | 0.0 | $1.1k | 775.00 | 1.37 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $1.0k | 11.00 | 94.64 | |
| Call | 0.0 | $1.0k | 1.00 | 1040.00 | |
| Allianz Us Large Cap Buffer 20 (DECW) | 0.0 | $847.999600 | 28.00 | 30.29 | |
| Call | 0.0 | $790.000000 | 1.00 | 790.00 | |
| Brc Inc Com Cl A (BRCC) | 0.0 | $752.004000 | 220.00 | 3.42 | |
| Innovator Etfs Tr s&p 500 ultra (UAUG) | 0.0 | $735.999600 | 21.00 | 35.05 | |
| Rentokil Initial (RTO) | 0.0 | $722.999000 | 29.00 | 24.93 | |
| Aurora Cannabis (ACB) | 0.0 | $634.996800 | 108.00 | 5.88 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $540.999000 | 54.00 | 10.02 | |
| Elastic N V ord (ESTC) | 0.0 | $537.000100 | 7.00 | 76.71 | |
| Ishares Tr core msci intl (IDEV) | 0.0 | $495.999700 | 7.00 | 70.86 | |
| Innovator S&p 500 Power Buffer Etf - March etf (PMAR) | 0.0 | $471.000000 | 12.00 | 39.25 | |
| Cheniere Energy (LNG) | 0.0 | $438.000000 | 2.00 | 219.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $389.000000 | 1.00 | 389.00 | |
| Invesco Db Us Dlr Index Tr bullish (UUP) | 0.0 | $364.999700 | 13.00 | 28.08 | |
| Nice Systems (NICE) | 0.0 | $347.000000 | 2.00 | 173.50 | |
| Advisorshares Tr pure cannabis (YOLO) | 0.0 | $326.000000 | 100.00 | 3.26 | |
| Avalon Holdings Corporation (AWX) | 0.0 | $319.000000 | 125.00 | 2.55 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $318.000000 | 2.00 | 159.00 | |
| Barrick Gold Corp (GOLD) | 0.0 | $313.000000 | 16.00 | 19.56 | |
| Materials SPDR (XLB) | 0.0 | $300.999900 | 3.00 | 100.33 | |
| Westport Fuel Systems (WPRT) | 0.0 | $280.002200 | 61.00 | 4.59 | |
| Teladoc (TDOC) | 0.0 | $275.001000 | 30.00 | 9.17 | |
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) | 0.0 | $260.999900 | 7.00 | 37.29 | |
| First Tr Exchng Traded Fd Vi (DAPR) | 0.0 | $255.000200 | 7.00 | 36.43 | |
| First Tr Exchng Traded Fd Vi us eqt deep dufr (DFEB) | 0.0 | $250.000200 | 6.00 | 41.67 | |
| Innovator S&p 500 Pwr Buffer (UMAR) | 0.0 | $243.999700 | 7.00 | 34.86 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $230.000100 | 3.00 | 76.67 | |
| Ft Cboe Vest U.s. Equity Deep Buffer Etf - January (DJAN) | 0.0 | $229.000200 | 6.00 | 38.17 | |
| Nerdwallet (NRDS) | 0.0 | $228.999600 | 18.00 | 12.72 | |
| Innovator Etfs Tr s&p 500 ultra (UFEB) | 0.0 | $227.999800 | 7.00 | 32.57 | |
| Aim Etf Products Trust (DECT) | 0.0 | $222.999700 | 7.00 | 31.86 | |
| United Parcel Service (UPS) | 0.0 | $215.000000 | 2.00 | 107.50 | |
| Aim Etf Products Trust (APRW) | 0.0 | $193.000200 | 6.00 | 32.17 | |
| Halyard Health (AVNS) | 0.0 | $192.000000 | 8.00 | 24.00 | |
| Direxion Daily Junior etf (JNUG) | 0.0 | $189.000000 | 4.00 | 47.25 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.0 | $174.000000 | 6.00 | 29.00 | |
| American Airls (AAL) | 0.0 | $169.000500 | 15.00 | 11.27 | |
| Aurora Innovatio (AUROW) | 0.0 | $166.000000 | 200.00 | 0.83 | |
| Sirius XM Holdings (SIRI) | 0.0 | $166.000100 | 7.00 | 23.71 | |
| Milestone Pharmaceuticals (MIST) | 0.0 | $152.000000 | 100.00 | 1.52 | |
| Ark Etf Tr fintech innova (ARKF) | 0.0 | $149.000000 | 5.00 | 29.80 | |
| Toro Company (TTC) | 0.0 | $146.000000 | 2.00 | 73.00 | |
| Canopy Growth CORP (CGC) | 0.0 | $134.999200 | 28.00 | 4.82 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $132.999900 | 3.00 | 44.33 | |
| Lumen Technologies (LUMN) | 0.0 | $127.999800 | 18.00 | 7.11 | |
| Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $122.000000 | 2.00 | 61.00 | |
| Archer Aviation Inc-a (ACHR) | 0.0 | $117.998400 | 39.00 | 3.03 | |
| Invesco exchange traded (FXF) | 0.0 | $105.000000 | 1.00 | 105.00 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $99.000000 | 1.00 | 99.00 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $89.000100 | 3.00 | 29.67 | |
| Brookfield Infrastructure | 0.0 | $87.000000 | 2.00 | 43.50 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $83.000000 | 1.00 | 83.00 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $75.000000 | 2.00 | 37.50 | |
| Viacomcbs (PARA) | 0.0 | $64.000200 | 6.00 | 10.67 | |
| Ishares Tr trs flt rt bd (TFLO) | 0.0 | $59.000000 | 1.00 | 59.00 | |
| Flexshares Tr mornstar upstr (GUNR) | 0.0 | $55.000000 | 1.00 | 55.00 | |
| Call | 0.0 | $55.000000 | 1.00 | 55.00 | |
| Upstart Hldgs (UPST) | 0.0 | $37.000000 | 1.00 | 37.00 | |
| Viatris (VTRS) | 0.0 | $35.000100 | 3.00 | 11.67 | |
| First Tr Inter Duration Pfd & Income (FPF) | 0.0 | $15.000000 | 1.00 | 15.00 | |
| Arcadia Biosciences (RKDA) | 0.0 | $11.000000 | 4.00 | 2.75 | |
| Buzzfeed Eqy Wrt 12/01/2026 (BZFDW) | 0.0 | $10.000000 | 100.00 | 0.10 | |
| Kosmos Energy (KOS) | 0.0 | $8.000000 | 2.00 | 4.00 | |
| Prospector Leddartech Almalc (LDTDF) | 0.0 | $5.000000 | 200.00 | 0.03 | |
| Allurion Technologies (ALUR.WS) | 0.0 | $2.000800 | 61.00 | 0.03 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $0 | 0 | 0.00 | |
| Ishares Tr cmn (STIP) | 0.0 | $0 | 0 | 0.00 | |
| C3 Ai (AI) | 0.0 | $0 | 0 | 0.00 | |
| Bondbloxx Etf Trust (XONE) | 0.0 | $0 | 0 | 0.00 | |
| Fidelity Covington Trust (FELC) | 0.0 | $0 | 0 | 0.00 |