Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 45,427 | -4,473 | $23,762 |
SPY | 45,427 | -4,473 | $23,762 |
SSGA ACTIVE TR | 820,715 | +40,074 | $21,035 |
FISR | 820,715 | +40,074 | $21,035 |
VANGUARD INDEX FDS (VUG) | 60,775 | +298 | $20,919 |
VUG | 60,775 | +298 | $20,919 |
VANGUARD TAX MANAGED FDS (VEA) | 402,091 | +12,413 | $20,173 |
VEA | 402,091 | +12,413 | $20,173 |
VANGUARD INDEX FDS (VTV) | 102,726 | +2,995 | $16,730 |
VTV | 102,726 | +2,995 | $16,730 |
VANGUARD MUN BD FDS (VTEB) | 300,193 | +60,716 | $15,190 |
VTEB | 300,193 | +60,716 | $15,190 |
SSGA ACTIVE TR | 250,321 | -28,082 | $12,480 |
XLSR | 250,321 | -28,082 | $12,480 |
SPDR SER TR (SPAB) | 487,155 | +20,584 | $12,315 |
SPAB | 487,155 | +20,584 | $12,315 |
VANGUARD CHARLOTTE FDS (BNDX) | 235,478 | +16,198 | $11,583 |
BNDX | 235,478 | +16,198 | $11,583 |
SPDR INDEX SHS FDS (SPEM) | 271,648 | -4,815 | $9,831 |
SPEM | 271,648 | -4,815 | $9,831 |
VANGUARD BD INDEX FDS (BSV) | 121,600 | +6,023 | $9,323 |
BSV | 121,600 | +6,023 | $9,323 |
SPDR SER TR (JNK) | 83,097 | +66,264 | $7,911 |
JNK | 83,097 | +66,264 | $7,911 |
SPDR INDEX SHS FDS (SPDW) | 214,446 | -39,453 | $7,686 |
SPDW | 214,446 | -39,453 | $7,686 |
VANGUARD INTL EQUITY INDEX F (VWO) | 156,921 | +6,329 | $6,555 |
VWO | 156,921 | +6,329 | $6,555 |
SPDR SER TR (SPSM) | 150,345 | -17,124 | $6,471 |
SPSM | 150,345 | -17,124 | $6,471 |
SPDR SER TR (BIL) | 63,349 | +32,227 | $5,815 |
BIL | 63,349 | +32,227 | $5,815 |
VANGUARD SCOTTSDALE FDS (VMBS) | 117,087 | +4,865 | $5,340 |
VMBS | 117,087 | +4,865 | $5,340 |
SPDR SER TR (SPLG) | 83,438 | +26,151 | $5,134 |
SPLG | 83,438 | +26,151 | $5,134 |
SPDR SER TR (TIPX) | 267,600 | -58,816 | $4,988 |
TIPX | 267,600 | -58,816 | $4,988 |
VANGUARD INDEX FDS (VB) | 20,642 | +1,125 | $4,718 |
VB | 20,642 | +1,125 | $4,718 |
VANGUARD BD INDEX FDS (BLV) | 62,946 | +6,542 | $4,553 |
BLV | 62,946 | +6,542 | $4,553 |
SPDR SER TR (EBND) | 220,437 | +19,232 | $4,519 |
EBND | 220,437 | +19,232 | $4,519 |
VANGUARD BD INDEX FDS (BIV) | 59,311 | +4,069 | $4,472 |
BIV | 59,311 | +4,069 | $4,472 |
APPLE INC | 21,845 | +1,873 | $3,746 |
AAPL | 21,845 | +1,873 | $3,746 |
SPDR GOLD TR (GLD) | 17,497 | -1,555 | $3,600 |
GLD | 17,497 | -1,555 | $3,600 |
MICROSOFT CORP | 8,547 | +723 | $3,596 |
MSFT | 8,547 | +723 | $3,596 |
ISHARES TR (IVV) | 6,476 | -1,563 | $3,405 |
IVV | 6,476 | -1,563 | $3,405 |
SSGA ACTIVE ETF TR (SRLN) | 69,028 | +5,782 | $2,907 |
SRLN | 69,028 | +5,782 | $2,907 |
SPDR SER TR (SPMD) | 54,226 | -13,563 | $2,892 |
SPMD | 54,226 | -13,563 | $2,892 |
UNITED PARCEL SERVICE INC | 18,429 | +4 | $2,739 |
UPS | 18,429 | +4 | $2,739 |
ALPHABET INC | 18,051 | +2,131 | $2,724 |
GOOGL | 18,051 | +2,131 | $2,724 |
SPDR SER TR (EMHC) | 110,550 | +99,099 | $2,672 |
EMHC | 110,550 | +99,099 | $2,672 |
NVIDIA CORPORATION | 2,881 | +590 | $2,603 |
NVDA | 2,881 | +590 | $2,603 |
SPDR INDEX SHS FDS (GWX) | 80,049 | -9,495 | $2,600 |
GWX | 80,049 | -9,495 | $2,600 |
AMAZON COM INC | 14,069 | +1,698 | $2,538 |
AMZN | 14,069 | +1,698 | $2,538 |
DUKE ENERGY CORP NEW | 25,292 | +65 | $2,446 |
DUK | 25,292 | +65 | $2,446 |
ISHARES TR (IUSB) | 53,276 | +13,220 | $2,429 |
IUSB | 53,276 | +13,220 | $2,429 |
CINTAS CORP | 3,170 | UNCH | $2,178 |
CTAS | 3,170 | UNCH | $2,178 |
ISHARES TR (QUAL) | 11,771 | +612 | $1,935 |
QUAL | 11,771 | +612 | $1,935 |
META PLATFORMS INC | 3,905 | +587 | $1,896 |
META | 3,905 | +587 | $1,896 |
DELL TECHNOLOGIES INC | 15,468 | +1,956 | $1,765 |
DELL | 15,468 | +1,956 | $1,765 |
BROADCOM INC | 1,140 | +127 | $1,511 |
AVGO | 1,140 | +127 | $1,511 |
MERCK & CO INC | 11,200 | +1,321 | $1,478 |
MRK | 11,200 | +1,321 | $1,478 |
WELLS FARGO CO NEW | 25,153 | +2,114 | $1,458 |
WFC | 25,153 | +2,114 | $1,458 |
ELI LILLY & CO | 1,750 | +490 | $1,362 |
LLY | 1,750 | +490 | $1,362 |
INTERACTIVE BROKERS GROUP IN | 12,030 | +1,446 | $1,344 |
IBKR | 12,030 | +1,446 | $1,344 |
HOME DEPOT INC | 3,490 | -56 | $1,339 |
HD | 3,490 | -56 | $1,339 |
PARKER HANNIFIN CORP | 2,289 | +290 | $1,272 |
PH | 2,289 | +290 | $1,272 |
ORACLE CORP | 10,076 | +1,026 | $1,266 |
ORCL | 10,076 | +1,026 | $1,266 |
BANK NEW YORK MELLON CORP | 21,470 | +3,323 | $1,237 |
BK | 21,470 | +3,323 | $1,237 |
VANGUARD INDEX FDS (VTI) | 4,716 | +402 | $1,226 |
VTI | 4,716 | +402 | $1,226 |
SPDR SER TR (SPTI) | 41,796 | -80,403 | $1,178 |
SPTI | 41,796 | -80,403 | $1,178 |
TRANE TECHNOLOGIES PLC | 3,912 | UNCH | $1,174 |
TT | 3,912 | UNCH | $1,174 |
FISERV INC | 7,153 | -439 | $1,143 |
FI | 7,153 | -439 | $1,143 |
MCKESSON CORP | 2,096 | +78 | $1,125 |
MCK | 2,096 | +78 | $1,125 |
CATERPILLAR INC | 2,959 | +290 | $1,084 |
CAT | 2,959 | +290 | $1,084 |
PULTE GROUP INC | 8,956 | +85 | $1,080 |
PHM | 8,956 | +85 | $1,080 |
KROGER CO | 18,782 | +1,441 | $1,073 |
KR | 18,782 | +1,441 | $1,073 |
CROWDSTRIKE HLDGS INC | 3,298 | +641 | $1,057 |
CRWD | 3,298 | +641 | $1,057 |
SALESFORCE INC | 3,484 | +461 | $1,049 |
CRM | 3,484 | +461 | $1,049 |
LINCOLN ELEC HLDGS INC | 4,102 | +443 | $1,048 |
LECO | 4,102 | +443 | $1,048 |
ABBVIE INC | 5,622 | +515 | $1,024 |
ABBV | 5,622 | +515 | $1,024 |
RESTAURANT BRANDS INTL INC | 12,849 | +1,774 | $1,021 |
QSR | 12,849 | +1,774 | $1,021 |
VISA INC | 3,659 | +470 | $1,021 |
V | 3,659 | +470 | $1,021 |
VANGUARD BD INDEX FDS (BND) | 14,039 | +3,019 | $1,020 |
BND | 14,039 | +3,019 | $1,020 |
AMERICAN EXPRESS CO | 4,254 | +473 | $969 |
AXP | 4,254 | +473 | $969 |
COMCAST CORP NEW | 22,343 | +3,246 | $969 |
CMCSA | 22,343 | +3,246 | $969 |
DIMENSIONAL ETF TRUST (DFAC) | 29,628 | +9,932 | $947 |
DFAC | 29,628 | +9,932 | $947 |
MARRIOTT INTL INC NEW | 3,741 | +459 | $944 |
MAR | 3,741 | +459 | $944 |
BLACKROCK ETF TRUST (DYNF) | 21,031 | +21,031 | $934 |
DYNF | 21,031 | +21,031 | $934 |
NORFOLK SOUTHN CORP | 3,558 | +995 | $907 |
NSC | 3,558 | +995 | $907 |
UNITEDHEALTH GROUP INC | 1,813 | +187 | $897 |
UNH | 1,813 | +187 | $897 |
LOWES COS INC | 3,476 | +206 | $885 |
LOW | 3,476 | +206 | $885 |
ADOBE INC | 1,734 | +267 | $875 |
ADBE | 1,734 | +267 | $875 |
ISHARES TR (IVW) | 10,302 | +5,725 | $870 |
IVW | 10,302 | +5,725 | $870 |
JPMORGAN CHASE & CO | 4,324 | +518 | $866 |
JPM | 4,324 | +518 | $866 |
IRON MTN INC DEL | 10,672 | +1,357 | $856 |
IRM | 10,672 | +1,357 | $856 |
IQVIA HLDGS INC | 3,280 | +323 | $829 |
IQV | 3,280 | +323 | $829 |
VANGUARD STAR FDS (VXUS) | 13,549 | +1,448 | $817 |
VXUS | 13,549 | +1,448 | $817 |
ISHARES TR (EFV) | 14,977 | -2,974 | $815 |
EFV | 14,977 | -2,974 | $815 |
MARATHON PETE CORP | 4,031 | +549 | $812 |
MPC | 4,031 | +549 | $812 |
SYSCO CORP | 9,804 | +1,275 | $796 |
SYY | 9,804 | +1,275 | $796 |
ISHARES TR (MUB) | 7,337 | +5,406 | $789 |
MUB | 7,337 | +5,406 | $789 |
ESSENTIAL UTILS INC | 21,176 | UNCH | $785 |
WTRG | 21,176 | UNCH | $785 |
WORKDAY INC | 2,867 | +369 | $782 |
WDAY | 2,867 | +369 | $782 |
BRISTOL MYERS SQUIBB CO | 14,337 | +3,141 | $778 |
BMY | 14,337 | +3,141 | $778 |
ISHARES TR (EFG) | 7,469 | +779 | $775 |
EFG | 7,469 | +779 | $775 |
PIONEER NAT RES CO | 2,935 | -31 | $770 |
PXD | 2,935 | -31 | $770 |
KIMBERLY CLARK CORP | 5,849 | +603 | $757 |
KMB | 5,849 | +603 | $757 |
DIAMONDBACK ENERGY INC | 3,808 | +3,808 | $755 |
FANG | 3,808 | +3,808 | $755 |
SERVICENOW INC | 972 | +157 | $741 |
NOW | 972 | +157 | $741 |
MONDELEZ INTL INC | 9,952 | +1,237 | $697 |
MDLZ | 9,952 | +1,237 | $697 |
T MOBILE US INC | 4,243 | +2,230 | $693 |
TMUS | 4,243 | +2,230 | $693 |
PHILIP MORRIS INTL INC | 7,422 | +1,019 | $680 |
PM | 7,422 | +1,019 | $680 |
SPDR SER TR (SPHY) | 28,674 | +12,994 | $673 |
SPHY | 28,674 | +12,994 | $673 |
GRAPHIC PACKAGING HLDG CO | 22,863 | +1,647 | $667 |
GPK | 22,863 | +1,647 | $667 |
LULULEMON ATHLETICA INC | 1,694 | +207 | $662 |
LULU | 1,694 | +207 | $662 |
ACCENTURE PLC IRELAND | 1,896 | +210 | $657 |
ACN | 1,896 | +210 | $657 |
ENBRIDGE INC | 17,799 | +8 | $644 |
ENB | 17,799 | +8 | $644 |
ISHARES TR (MBB) | 6,770 | +589 | $626 |
MBB | 6,770 | +589 | $626 |
HUNTINGTON INGALLS INDS INC | 2,115 | +302 | $617 |
HII | 2,115 | +302 | $617 |
LINDE PLC | 1,323 | +158 | $614 |
LIN | 1,323 | +158 | $614 |
BOSTON SCIENTIFIC CORP | 8,881 | +996 | $608 |
BSX | 8,881 | +996 | $608 |
GAMING & LEISURE PPTYS INC | 13,156 | +2,530 | $606 |
GLPI | 13,156 | +2,530 | $606 |
DIMENSIONAL ETF TRUST (DGCB) | 11,435 | +2,837 | $605 |
DGCB | 11,435 | +2,837 | $605 |
NEXTERA ENERGY INC | 9,470 | +1,071 | $605 |
NEE | 9,470 | +1,071 | $605 |
PEPSICO INC | 3,347 | +46 | $586 |
PEP | 3,347 | +46 | $586 |
TRUIST FINL CORP | 13,603 | +1,483 | $530 |
TFC | 13,603 | +1,483 | $530 |
INVESCO ACTVELY MNGD ETC FD | 37,976 | +14,449 | $527 |
PDBC | 37,976 | +14,449 | $527 |
ISHARES TR (IVE) | 2,759 | +2,759 | $515 |
IVE | 2,759 | +2,759 | $515 |
ISHARES TR (TLT) | 5,363 | +1,470 | $507 |
TLT | 5,363 | +1,470 | $507 |
CENTERPOINT ENERGY INC | 17,769 | +2,186 | $506 |
CNP | 17,769 | +2,186 | $506 |
REINSURANCE GRP OF AMERICA I | 2,600 | +249 | $502 |
RGA | 2,600 | +249 | $502 |
SPDR INDEX SHS FDS (RWO) | 11,567 | +4,854 | $495 |
RWO | 11,567 | +4,854 | $495 |
SPDR SER TR (SPTL) | 16,572 | -57,815 | $463 |
SPTL | 16,572 | -57,815 | $463 |
ISHARES TR (IYW) | 3,386 | +155 | $457 |
IYW | 3,386 | +155 | $457 |
CONOCOPHILLIPS | 3,248 | -3,083 | $413 |
COP | 3,248 | -3,083 | $413 |
BANK AMERICA CORP | 10,729 | -45 | $407 |
BAC | 10,729 | -45 | $407 |
FIFTH THIRD BANCORP | 10,315 | UNCH | $384 |
FITB | 10,315 | UNCH | $384 |
ISHARES TR (MTUM) | 2,037 | +437 | $382 |
MTUM | 2,037 | +437 | $382 |
SPDR SER TR (SPTS) | 12,540 | +6,583 | $363 |
SPTS | 12,540 | +6,583 | $363 |
SPDR SER TR (SPSB) | 12,147 | +6,423 | $362 |
SPSB | 12,147 | +6,423 | $362 |
BERKSHIRE HATHAWAY INC DEL | $358 | ||
BRK.B | 852 | +1 | $358 |
INGERSOLL RAND INC | 3,775 | UNCH | $358 |
IR | 3,775 | UNCH | $358 |
AT&T INC | 19,143 | +1,121 | $337 |
T | 19,143 | +1,121 | $337 |
ISHARES TR (IWF) | 992 | UNCH | $334 |
IWF | 992 | UNCH | $334 |
ISHARES INC (EMXC) | 5,766 | +3,224 | $332 |
EMXC | 5,766 | +3,224 | $332 |
AUTOMATIC DATA PROCESSING IN | 1,313 | -51 | $328 |
ADP | 1,313 | -51 | $328 |
ISHARES TR (USMV) | 3,776 | -522 | $316 |
USMV | 3,776 | -522 | $316 |
INGREDION INC | 2,642 | +406 | $309 |
INGR | 2,642 | +406 | $309 |
DISCOVER FINL SVCS | 2,347 | +378 | $308 |
DFS | 2,347 | +378 | $308 |
BLACKROCK ETF TRUST II (BINC) | 5,724 | +5,724 | $300 |
BINC | 5,724 | +5,724 | $300 |
ISHARES TR (IWD) | 1,660 | UNCH | $297 |
IWD | 1,660 | UNCH | $297 |
ISHARES TR (HEFA) | 8,462 | +8,462 | $295 |
HEFA | 8,462 | +8,462 | $295 |
SUBURBAN PROPANE PARTNERS L | 14,138 | +71 | $289 |
SPH | 14,138 | +71 | $289 |
SYNOPSYS INC | 492 | +478 | $281 |
SNPS | 492 | +478 | $281 |
PHILLIPS 66 | 1,669 | UNCH | $273 |
PSX | 1,669 | UNCH | $273 |
SELECT SECTOR SPDR TR (XLK) | 1,309 | -27 | $273 |
XLK | 1,309 | -27 | $273 |
DIMENSIONAL ETF TRUST (DFSD) | 5,521 | +3,318 | $260 |
DFSD | 5,521 | +3,318 | $260 |
DOW INC | 4,279 | +1,591 | $248 |
DOW | 4,279 | +1,591 | $248 |
FERGUSON PLC NEW | 1,095 | UNCH | $239 |
FERG | 1,095 | UNCH | $239 |
VERIZON COMMUNICATIONS INC | 5,687 | +595 | $239 |
VZ | 5,687 | +595 | $239 |
DIMENSIONAL ETF TRUST (DFIC) | 8,754 | +3,267 | $234 |
DFIC | 8,754 | +3,267 | $234 |
ISHARES TR (ESGU) | 2,020 | -1,045 | $232 |
ESGU | 2,020 | -1,045 | $232 |
COLGATE PALMOLIVE CO | 2,499 | +1 | $225 |
CL | 2,499 | +1 | $225 |
ISHARES TR (TLH) | 2,106 | +1,215 | $221 |
TLH | 2,106 | +1,215 | $221 |
DIMENSIONAL ETF TRUST (DUHP) | 6,946 | +2,272 | $220 |
DUHP | 6,946 | +2,272 | $220 |
DIMENSIONAL ETF TRUST (DFGP) | 4,061 | +902 | $217 |
DFGP | 4,061 | +902 | $217 |
DIMENSIONAL ETF TRUST (DFSV) | 7,207 | +2,348 | $217 |
DFSV | 7,207 | +2,348 | $217 |
DANAHER CORPORATION | 846 | UNCH | $211 |
DHR | 846 | UNCH | $211 |
ANNALY CAPITAL MANAGEMENT IN | 10,723 | +3,000 | $211 |
NLY | 10,723 | +3,000 | $211 |
INTERPUBLIC GROUP COS INC | 6,218 | +1,009 | $203 |
IPG | 6,218 | +1,009 | $203 |
SCHLUMBERGER LTD | 3,516 | -940 | $193 |
SLB | 3,516 | -940 | $193 |
WALMART INC | 3,108 | +2,280 | $187 |
WMT | 3,108 | +2,280 | $187 |
ALPHABET INC | 1,208 | -20 | $184 |
GOOG | 1,208 | -20 | $184 |
ISHARES TR (OEF) | 745 | -1,014 | $184 |
OEF | 745 | -1,014 | $184 |
DUPONT DE NEMOURS INC | 2,388 | UNCH | $183 |
DD | 2,388 | UNCH | $183 |
FORTUNE BRANDS INNOVATIONS I | 2,060 | +361 | $174 |
FBIN | 2,060 | +361 | $174 |
INVESCO ACTIVELY MANAGED ETF (GTO) | 3,646 | UNCH | $171 |
GTO | 3,646 | UNCH | $171 |
DIMENSIONAL ETF TRUST (DFGX) | 3,147 | +2,666 | $167 |
DFGX | 3,147 | +2,666 | $167 |
GENERAL ELECTRIC CO | 942 | -17 | $165 |
GE | 942 | -17 | $165 |
DIMENSIONAL ETF TRUST (DFCF) | 3,909 | +3,313 | $164 |
DFCF | 3,909 | +3,313 | $164 |
ISHARES TR (EMB) | 1,818 | +831 | $163 |
EMB | 1,818 | +831 | $163 |
CHEVRON CORP NEW | 1,006 | +20 | $159 |
CVX | 1,006 | +20 | $159 |
APPLIED MATLS INC | 761 | +46 | $157 |
AMAT | 761 | +46 | $157 |
MEDTRONIC PLC | 1,768 | +157 | $154 |
MDT | 1,768 | +157 | $154 |
CAESARS ENTERTAINMENT INC NE | 3,496 | +650 | $153 |
CZR | 3,496 | +650 | $153 |
MICROCHIP TECHNOLOGY INC. | 1,671 | +181 | $150 |
MCHP | 1,671 | +181 | $150 |
ISHARES INC (EMGF) | 3,291 | -6 | $147 |
EMGF | 3,291 | -6 | $147 |
ISHARES INC (IEMG) | 2,839 | -2,532 | $147 |
IEMG | 2,839 | -2,532 | $147 |
ISHARES TR (IXC) | 3,358 | +960 | $144 |
IXC | 3,358 | +960 | $144 |
CORTEVA INC | 2,456 | -149 | $142 |
CTVA | 2,456 | -149 | $142 |
INVESCO QQQ TR | 315 | +231 | $140 |
QQQ | 315 | +231 | $140 |
ALTRIA GROUP INC | 3,165 | +25 | $138 |
MO | 3,165 | +25 | $138 |
HEWLETT PACKARD ENTERPRISE C | 7,626 | +1,175 | $135 |
HPE | 7,626 | +1,175 | $135 |
ISHARES TR (IFRA) | 2,981 | +286 | $129 |
IFRA | 2,981 | +286 | $129 |
ISHARES TR (VLUE) | 1,192 | -92 | $129 |
VLUE | 1,192 | -92 | $129 |
WELLTOWER INC | 1,373 | +3 | $128 |
WELL | 1,373 | +3 | $128 |
RTX CORPORATION | 1,282 | -22 | $125 |
RTX | 1,282 | -22 | $125 |
PROCTER AND GAMBLE CO | 733 | +105 | $119 |
PG | 733 | +105 | $119 |
ISHARES TR (GOVT) | 5,142 | +569 | $117 |
GOVT | 5,142 | +569 | $117 |
INTERNATIONAL BUSINESS MACHS | 613 | +1 | $117 |
IBM | 613 | +1 | $117 |
PAYPAL HLDGS INC | 1,742 | +246 | $117 |
PYPL | 1,742 | +246 | $117 |
NETFLIX INC | 191 | UNCH | $116 |
NFLX | 191 | UNCH | $116 |
JOHNSON & JOHNSON | 726 | -63 | $115 |
JNJ | 726 | -63 | $115 |
SELECT SECTOR SPDR TR (XLI) | 903 | UNCH | $114 |
XLI | 903 | UNCH | $114 |
INVESCO EXCH TRD SLF IDX FD | 2,049 | UNCH | $113 |
OMFL | 2,049 | UNCH | $113 |
DOUGLAS EMMETT INC | 7,945 | -2,221 | $110 |
DEI | 7,945 | -2,221 | $110 |
DISNEY WALT CO | 902 | +411 | $110 |
DIS | 902 | +411 | $110 |
EXXON MOBIL CORP | 934 | -89 | $109 |
XOM | 934 | -89 | $109 |
SPDR SER TR (SPYV) | 2,137 | +2,137 | $107 |
SPYV | 2,137 | +2,137 | $107 |
SELECT SECTOR SPDR TR (XLB) | 1,104 | -53 | $103 |
XLB | 1,104 | -53 | $103 |
FRANKLIN TEMPLETON ETF TR (FLQM) | 1,901 | UNCH | $102 |
FLQM | 1,901 | UNCH | $102 |
MANULIFE FINL CORP | 4,078 | UNCH | $102 |
MFC | 4,078 | UNCH | $102 |
DIMENSIONAL ETF TRUST (DFAI) | 3,115 | UNCH | $94 |
DFAI | 3,115 | UNCH | $94 |
VANGUARD SCOTTSDALE FDS (VONG) | 1,075 | +2 | $93 |
VONG | 1,075 | +2 | $93 |
ISHARES TR (SUB) | 860 | +860 | $90 |
SUB | 860 | +860 | $90 |
SPDR SER TR (SPTM) | 1,375 | -203 | $88 |
SPTM | 1,375 | -203 | $88 |
AMGEN INC | 306 | -2 | $87 |
AMGN | 306 | -2 | $87 |
DIMENSIONAL ETF TRUST (DFEM) | 3,380 | +1,646 | $86 |
DFEM | 3,380 | +1,646 | $86 |
VANGUARD WORLD FD (MGK) | 294 | UNCH | $84 |
MGK | 294 | UNCH | $84 |
SCHWAB STRATEGIC TR | 1,112 | +1,112 | $84 |
SCHV | 1,112 | +1,112 | $84 |
COSTCO WHSL CORP NEW | 113 | +72 | $83 |
COST | 113 | +72 | $83 |
ALLEGION PLC | 600 | UNCH | $81 |
ALLE | 600 | UNCH | $81 |
DIMENSIONAL ETF TRUST (DISV) | 2,929 | +997 | $80 |
DISV | 2,929 | +997 | $80 |
AMERICAN TOWER CORP NEW | 398 | +178 | $79 |
AMT | 398 | +178 | $79 |
BROADRIDGE FINL SOLUTIONS IN | 388 | UNCH | $79 |
BR | 388 | UNCH | $79 |
DIMENSIONAL ETF TRUST (DIHP) | 2,946 | +993 | $79 |
DIHP | 2,946 | +993 | $79 |
PFIZER INC | 2,843 | +210 | $79 |
PFE | 2,843 | +210 | $79 |
WISDOMTREE TR | 1,080 | UNCH | $78 |
DLN | 1,080 | UNCH | $78 |
INVESCO EXCH TRD SLF IDX FD | 2,078 | -2 | $78 |
OMFS | 2,078 | -2 | $78 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 2,230 | -330 | $78 |
RSPT | 2,230 | -330 | $78 |
INVESCO EXCHANGE TRADED FD T (RSP) | 438 | -47 | $74 |
RSP | 438 | -47 | $74 |
ISHARES TR (IWN) | 440 | -56 | $70 |
IWN | 440 | -56 | $70 |
ISHARES TR (LQD) | 624 | -2,266 | $68 |
LQD | 624 | -2,266 | $68 |
OMEGA HEALTHCARE INVS INC | 2,126 | +27 | $67 |
OHI | 2,126 | +27 | $67 |
CARRIER GLOBAL CORPORATION | 1,137 | +22 | $66 |
CARR | 1,137 | +22 | $66 |
HONEYWELL INTL INC | 302 | +2 | $62 |
HON | 302 | +2 | $62 |
CISCO SYS INC | 1,224 | -13 | $61 |
CSCO | 1,224 | -13 | $61 |
VANGUARD WORLD FD (MGV) | 510 | UNCH | $61 |
MGV | 510 | UNCH | $61 |
MERCADOLIBRE INC | 40 | UNCH | $60 |
MELI | 40 | UNCH | $60 |
CLOROX CO DEL | 384 | UNCH | $59 |
CLX | 384 | UNCH | $59 |
WOLFSPEED INC | 2,000 | +250 | $59 |
WOLF | 2,000 | +250 | $59 |
VANGUARD SCOTTSDALE FDS (VONV) | 740 | +4 | $58 |
VONV | 740 | +4 | $58 |
STAAR SURGICAL CO | 1,500 | UNCH | $57 |
STAA | 1,500 | UNCH | $57 |
HOWMET AEROSPACE INC | 800 | UNCH | $55 |
HWM | 800 | UNCH | $55 |
TESLA INC | 313 | +106 | $55 |
TSLA | 313 | +106 | $55 |
CVS HEALTH CORP | 675 | -1 | $54 |
CVS | 675 | -1 | $54 |
ISHARES TR (IEFA) | 723 | +73 | $54 |
IEFA | 723 | +73 | $54 |
SELECT SECTOR SPDR TR (XLRE) | 1,356 | +101 | $54 |
XLRE | 1,356 | +101 | $54 |
VANECK ETF TRUST (ANGL) | 1,781 | -2 | $52 |
ANGL | 1,781 | -2 | $52 |
ISHARES TR (AOM) | 1,219 | UNCH | $52 |
AOM | 1,219 | UNCH | $52 |
COCA COLA CO | 852 | +3 | $52 |
KO | 852 | +3 | $52 |
INTEL CORP | 1,100 | -59 | $49 |
INTC | 1,100 | -59 | $49 |
KINROSS GOLD CORP | 8,000 | UNCH | $49 |
KGC | 8,000 | UNCH | $49 |
NATIONAL GRID PLC | 726 | +3 | $49 |
NGG | 726 | +3 | $49 |
BCE INC | 1,426 | +10 | $48 |
BCE | 1,426 | +10 | $48 |
DIMENSIONAL ETF TRUST (DFAE) | 1,939 | +16 | $48 |
DFAE | 1,939 | +16 | $48 |
INVESCO EXCHANGE TRADED FD T (SPHQ) | 789 | +789 | $48 |
SPHQ | 789 | +789 | $48 |
TARGET CORP | 272 | +144 | $48 |
TGT | 272 | +144 | $48 |
SPDR DOW JONES INDL AVERAGE (DIA) | 117 | UNCH | $47 |
DIA | 117 | UNCH | $47 |
ISHARES TR (IWO) | 174 | UNCH | $47 |
IWO | 174 | UNCH | $47 |
VANGUARD INDEX FDS (VOO) | 97 | UNCH | $47 |
VOO | 97 | UNCH | $47 |
AMPHENOL CORP NEW | 400 | UNCH | $46 |
APH | 400 | UNCH | $46 |
ISHARES TR (IAGG) | 914 | -1 | $46 |
IAGG | 914 | -1 | $46 |
AMERICAN ELEC PWR CO INC | 504 | +3 | $43 |
AEP | 504 | +3 | $43 |
SOUTHERN CO | 586 | +1 | $42 |
SO | 586 | +1 | $42 |
DIMENSIONAL ETF TRUST (DFGR) | 1,612 | +632 | $41 |
DFGR | 1,612 | +632 | $41 |
ISHARES TR (SHY) | 507 | +161 | $41 |
SHY | 507 | +161 | $41 |
VANECK ETF TRUST (HYD) | 768 | UNCH | $40 |
HYD | 768 | UNCH | $40 |
VANECK ETF TRUST (ITM) | 858 | UNCH | $40 |
ITM | 858 | UNCH | $40 |
UNITED BANKSHARES INC WEST V (UBSI) | 1,131 | UNCH | $40 |
UBSI | 1,131 | UNCH | $40 |
CANADIAN IMPERIAL BK COMM TO | 760 | +7 | $39 |
CM | 760 | +7 | $39 |
PIMCO ETF TR (CORP) | 406 | UNCH | $39 |
CORP | 406 | UNCH | $39 |
CORNING INC | 1,197 | UNCH | $39 |
GLW | 1,197 | UNCH | $39 |
PINNACLE FINL PARTNERS INC | 453 | UNCH | $39 |
PNFP | 453 | UNCH | $39 |
CUMMINS INC | 129 | UNCH | $38 |
CMI | 129 | UNCH | $38 |
DOMINION ENERGY INC | 775 | -4 | $38 |
D | 775 | -4 | $38 |
GILEAD SCIENCES INC | 521 | +37 | $38 |
GILD | 521 | +37 | $38 |
ISHARES TR (AOR) | 644 | -150 | $36 |
AOR | 644 | -150 | $36 |
BLACKROCK SCIENCE & TECHNOLO | 1,834 | +32 | $36 |
BSTZ | 1,834 | +32 | $36 |
ENTERGY CORP NEW | 341 | +2 | $36 |
ETR | 341 | +2 | $36 |
AFLAC INC | 405 | UNCH | $35 |
AFL | 405 | UNCH | $35 |
CHECK POINT SOFTWARE TECH LT | 213 | UNCH | $35 |
CHKP | 213 | UNCH | $35 |
DIMENSIONAL ETF TRUST (DEHP) | 1,358 | +316 | $34 |
DEHP | 1,358 | +316 | $34 |
DIMENSIONAL ETF TRUST (DFEV) | 1,313 | +304 | $34 |
DFEV | 1,313 | +304 | $34 |
J P MORGAN EXCHANGE TRADED F (JPMB) | 853 | UNCH | $34 |
JPMB | 853 | UNCH | $34 |
WILLIAMS COS INC | 860 | -3 | $34 |
WMB | 860 | -3 | $34 |
BRITISH AMERN TOB PLC | 1,047 | -72 | $32 |
BTI | 1,047 | -72 | $32 |
FIRST TR EXCHNG TRADED FD VI (DEED) | 1,518 | UNCH | $31 |
DEED | 1,518 | UNCH | $31 |
HUNTINGTON BANCSHARES INC (HBAN) | 2,230 | +13 | $31 |
HBAN | 2,230 | +13 | $31 |
LAM RESEARCH CORP | 32 | UNCH | $31 |
LRCX | 32 | UNCH | $31 |
MCDONALDS CORP | 110 | UNCH | $31 |
MCD | 110 | UNCH | $31 |
METLIFE INC | 415 | -27 | $31 |
MET | 415 | -27 | $31 |
US BANCORP DEL | 694 | +10 | $31 |
USB | 694 | +10 | $31 |
SELECT SECTOR SPDR TR (XLP) | 411 | UNCH | $31 |
XLP | 411 | UNCH | $31 |
FORD MTR CO DEL | 2,210 | +5 | $29 |
F | 2,210 | +5 | $29 |
GE HEALTHCARE TECHNOLOGIES I | 318 | UNCH | $29 |
GEHC | 318 | UNCH | $29 |
BLACKROCK ETF TRUST (LCTU) | 511 | -17 | $29 |
LCTU | 511 | -17 | $29 |
PUBLIC STORAGE | 100 | UNCH | $29 |
PSA | 100 | UNCH | $29 |
TC ENERGY CORP | 713 | +8 | $29 |
TRP | 713 | +8 | $29 |
WISDOMTREE TR | 570 | UNCH | $28 |
DON | 570 | UNCH | $28 |
ISHARES TR (IXN) | 377 | UNCH | $28 |
IXN | 377 | UNCH | $28 |
NOVO NORDISK A S | 219 | +24 | $28 |
NVO | 219 | +24 | $28 |
ISHARES TR (TIP) | 257 | +54 | $28 |
TIP | 257 | +54 | $28 |
BOEING CO | 140 | UNCH | $27 |
BA | 140 | UNCH | $27 |
PROGRESSIVE CORP | 129 | UNCH | $27 |
PGR | 129 | UNCH | $27 |
TOTALENERGIES SE | 388 | -90 | $27 |
TTE | 388 | -90 | $27 |
VANGUARD INDEX FDS (VBR) | 140 | +12 | $27 |
VBR | 140 | +12 | $27 |
ISHARES TR (AOA) | 359 | +182 | $26 |
AOA | 359 | +182 | $26 |
VANECK ETF TRUST (MLN) | 1,428 | UNCH | $26 |
MLN | 1,428 | UNCH | $26 |
PRUDENTIAL FINL INC | 224 | UNCH | $26 |
PRU | 224 | UNCH | $26 |
BECTON DICKINSON & CO | 102 | -65 | $25 |
BDX | 102 | -65 | $25 |
CDW CORP | 99 | +1 | $25 |
CDW | 99 | +1 | $25 |
EATON VANCE TAX ADVT DIV INC | 1,040 | UNCH | $25 |
EVT | 1,040 | UNCH | $25 |
MASTERCARD INCORPORATED | 52 | UNCH | $25 |
MA | 52 | UNCH | $25 |
T ROWE PRICE ETF INC (TDVG) | 648 | UNCH | $25 |
TDVG | 648 | UNCH | $25 |
UNILEVER PLC | 499 | -60 | $25 |
UL | 499 | -60 | $25 |
WISDOMTREE TR | 472 | UNCH | $24 |
DGS | 472 | UNCH | $24 |
ELEVANCE HEALTH INC | 47 | -11 | $24 |
ELV | 47 | -11 | $24 |
3M CO | 227 | -50 | $24 |
MMM | 227 | -50 | $24 |
MICRON TECHNOLOGY INC | 200 | UNCH | $24 |
MU | 200 | UNCH | $24 |
WEYERHAEUSER CO MTN BE | 678 | UNCH | $24 |
WY | 678 | UNCH | $24 |
SELECT SECTOR SPDR TR (XLY) | 128 | -32 | $24 |
XLY | 128 | -32 | $24 |
LYONDELLBASELL INDUSTRIES N | 228 | -2 | $23 |
LYB | 228 | -2 | $23 |
PNC FINL SVCS GROUP INC | 145 | +2 | $23 |
PNC | 145 | +2 | $23 |
ISHARES TR (SMLF) | 359 | +1 | $23 |
SMLF | 359 | +1 | $23 |
WARNER BROS DISCOVERY INC | 2,620 | UNCH | $23 |
WBD | 2,620 | UNCH | $23 |
ANALOG DEVICES INC | 110 | +1 | $22 |
ADI | 110 | +1 | $22 |
CADENCE DESIGN SYSTEM INC | 71 | UNCH | $22 |
CDNS | 71 | UNCH | $22 |
DIMENSIONAL ETF TRUST (DFIP) | 545 | +121 | $22 |
DFIP | 545 | +121 | $22 |
DOVER CORP | 123 | UNCH | $22 |
DOV | 123 | UNCH | $22 |
ISHARES TR (DSI) | 214 | -11 | $22 |
DSI | 214 | -11 | $22 |
CLOUDFLARE INC | 230 | UNCH | $22 |
NET | 230 | UNCH | $22 |
VANECK ETF TRUST (XMPT) | 1,000 | UNCH | $22 |
XMPT | 1,000 | UNCH | $22 |
WISDOMTREE TR | 654 | UNCH | $21 |
DES | 654 | UNCH | $21 |
ISHARES TR (EAGG) | 439 | -20 | $21 |
EAGG | 439 | -20 | $21 |
SANOFI | 430 | +111 | $21 |
SNY | 430 | +111 | $21 |
ISHARES TR (SUSC) | 931 | +128 | $21 |
SUSC | 931 | +128 | $21 |
VERALTO CORP | 236 | UNCH | $21 |
VLTO | 236 | UNCH | $21 |
ISHARES TR (HYDB) | 438 | -51 | $20 |
HYDB | 438 | -51 | $20 |
ONEMAIN HLDGS INC | 390 | UNCH | $20 |
OMF | 390 | UNCH | $20 |
TAPESTRY INC | 424 | -163 | $20 |
TPR | 424 | -163 | $20 |
VANGUARD INDEX FDS (VNQ) | 234 | UNCH | $20 |
VNQ | 234 | UNCH | $20 |
ADVANCED MICRO DEVICES INC | 107 | -12 | $19 |
AMD | 107 | -12 | $19 |
DEERE & CO | 46 | +1 | $19 |
DE | 46 | +1 | $19 |
ILLINOIS TOOL WKS INC | 69 | UNCH | $19 |
ITW | 69 | UNCH | $19 |
PPL CORP | 674 | +6 | $19 |
PPL | 674 | +6 | $19 |
ROYAL CARIBBEAN GROUP | 135 | UNCH | $19 |
RCL | 135 | UNCH | $19 |
SCHWAB STRATEGIC TR | 373 | +373 | $19 |
SCHP | 373 | +373 | $19 |
TE CONNECTIVITY LTD | 130 | +1 | $19 |
TEL | 130 | +1 | $19 |
VANGUARD INTL EQUITY INDEX F (VGK) | 281 | +281 | $19 |
VGK | 281 | +281 | $19 |
VANGUARD INDEX FDS (VOE) | 121 | UNCH | $19 |
VOE | 121 | UNCH | $19 |
DIMENSIONAL ETF TRUST (DCOR) | 309 | +309 | $18 |
DCOR | 309 | +309 | $18 |
GENERAL MTRS CO | 398 | UNCH | $18 |
GM | 398 | UNCH | $18 |
ULTA BEAUTY INC | 35 | -14 | $18 |
ULTA | 35 | -14 | $18 |
VANGUARD INDEX FDS (VOT) | 78 | UNCH | $18 |
VOT | 78 | UNCH | $18 |
ASTRAZENECA PLC | 251 | UNCH | $17 |
AZN | 251 | UNCH | $17 |
EATON VANCE TAX ADVANTAGED G | 665 | UNCH | $17 |
ETO | 665 | UNCH | $17 |
ISHARES TR (IJR) | 158 | -3 | $17 |
IJR | 158 | -3 | $17 |
ISHARES TR (USXF) | 378 | -18 | $17 |
USXF | 378 | -18 | $17 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 153 | +153 | $17 |
XMHQ | 153 | +153 | $17 |
ISHARES TR (AGG) | 160 | +160 | $16 |
AGG | 160 | +160 | $16 |
CROWN CASTLE INC | 153 | -53 | $16 |
CCI | 153 | -53 | $16 |
CANADIAN NAT RES LTD | 206 | UNCH | $16 |
CNQ | 206 | UNCH | $16 |
CROCS INC | 113 | UNCH | $16 |
CROX | 113 | UNCH | $16 |
FIRST TR EXCH TRADED FD III (FPEI) | 876 | UNCH | $16 |
FPEI | 876 | UNCH | $16 |
FS KKR CAP CORP | 863 | UNCH | $16 |
FSK | 863 | UNCH | $16 |
ISHARES TR (ICVT) | 196 | +196 | $16 |
ICVT | 196 | +196 | $16 |
ABBOTT LABS | 132 | -14 | $15 |
ABT | 132 | -14 | $15 |
EMERSON ELEC CO | 131 | UNCH | $15 |
EMR | 131 | UNCH | $15 |
FIRST TR EXCHANGE TRAD FD VI (FTGC) | 637 | -1 | $15 |
FTGC | 637 | -1 | $15 |
GENERAL DYNAMICS CORP | 54 | UNCH | $15 |
GD | 54 | UNCH | $15 |
JACOBS SOLUTIONS INC | 97 | UNCH | $15 |
J | 97 | UNCH | $15 |
ZOETIS INC | 90 | UNCH | $15 |
ZTS | 90 | UNCH | $15 |
ENTERPRISE PRODS PARTNERS L | 496 | UNCH | $14 |
EPD | 496 | UNCH | $14 |
FORMFACTOR INC | 300 | UNCH | $14 |
FORM | 300 | UNCH | $14 |
FIRST TR EXCHANGE TRADED FD (FTSL) | 305 | -69 | $14 |
FTSL | 305 | -69 | $14 |
KEURIG DR PEPPER INC | 458 | +3 | $14 |
KDP | 458 | +3 | $14 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 296 | -65 | $14 |
LMBS | 296 | -65 | $14 |
QUANTA SVCS INC | 52 | UNCH | $14 |
PWR | 52 | UNCH | $14 |
HANOVER INS GROUP INC | 100 | UNCH | $14 |
THG | 100 | UNCH | $14 |
VANGUARD SCOTTSDALE FDS (VTWO) | 170 | UNCH | $14 |
VTWO | 170 | UNCH | $14 |
BLACK STONE MINERALS L P | 782 | +41 | $13 |
BSM | 782 | +41 | $13 |
ISHARES TR (HYBB) | 279 | +279 | $13 |
HYBB | 279 | +279 | $13 |
ISHARES TR (IHI) | 214 | +1 | $13 |
IHI | 214 | +1 | $13 |
ISHARES TR (ITOT) | 111 | UNCH | $13 |
ITOT | 111 | UNCH | $13 |
KINDER MORGAN INC DEL | 700 | +200 | $13 |
KMI | 700 | +200 | $13 |
MGM RESORTS INTERNATIONAL | 277 | UNCH | $13 |
MGM | 277 | UNCH | $13 |
PUBLIC SVC ENTERPRISE GRP IN | 189 | +1 | $13 |
PEG | 189 | +1 | $13 |
TAIWAN SEMICONDUCTOR MFG LTD | 98 | +98 | $13 |
TSM | 98 | +98 | $13 |
VANGUARD SCOTTSDALE FDS (VCIT) | 156 | +31 | $13 |
VCIT | 156 | +31 | $13 |
VANGUARD SCOTTSDALE FDS (VCSH) | 168 | +26 | $13 |
VCSH | 168 | +26 | $13 |
XCEL ENERGY INC | 236 | +3 | $13 |
XEL | 236 | +3 | $13 |
SELECT SECTOR SPDR TR (XLE) | 143 | +15 | $13 |
XLE | 143 | +15 | $13 |
PIMCO ETF TR (BOND) | 133 | -4 | $12 |
BOND | 133 | -4 | $12 |
BORGWARNER INC | 336 | +2 | $12 |
BWA | 336 | +2 | $12 |
PACER FDS TR | 248 | +248 | $12 |
CALF | 248 | +248 | $12 |
DEXCOM INC | 84 | UNCH | $12 |
DXCM | 84 | UNCH | $12 |
FIDELITY MERRIMACK STR TR | 256 | +256 | $12 |
FBND | 256 | +256 | $12 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 138 | UNCH | $12 |
FTCS | 138 | UNCH | $12 |
GENERAL MLS INC | 175 | UNCH | $12 |
GIS | 175 | UNCH | $12 |
KENVUE INC | 563 | +140 | $12 |
KVUE | 563 | +140 | $12 |
SPDR SER TR (MDYG) | 137 | +137 | $12 |
MDYG | 137 | +137 | $12 |
SPDR SER TR (SJNK) | 473 | UNCH | $12 |
SJNK | 473 | UNCH | $12 |
SKYWORKS SOLUTIONS INC | 111 | UNCH | $12 |
SWKS | 111 | UNCH | $12 |
ALBEMARLE CORP | 81 | +28 | $11 |
ALB | 81 | +28 | $11 |
AVERY DENNISON CORP | 50 | +1 | $11 |
AVY | 50 | +1 | $11 |
CONAGRA BRANDS INC | 384 | +88 | $11 |
CAG | 384 | +88 | $11 |
INVESCO EXCH TRADED FD TR II (EQAL) | 242 | +242 | $11 |
EQAL | 242 | +242 | $11 |
EVERSOURCE ENERGY | 182 | -56 | $11 |
ES | 182 | -56 | $11 |
ISHARES TR (EUSB) | 268 | +22 | $11 |
EUSB | 268 | +22 | $11 |
PACKAGING CORP AMER | 58 | +1 | $11 |
PKG | 58 | +1 | $11 |
ROCKWELL AUTOMATION INC | 39 | UNCH | $11 |
ROK | 39 | UNCH | $11 |
VANGUARD INDEX FDS (VBK) | 42 | +6 | $11 |
VBK | 42 | +6 | $11 |
VANGUARD INDEX FDS (VXF) | 64 | +1 | $11 |
VXF | 64 | +1 | $11 |
AMERICAN AIRLS GROUP INC | 650 | UNCH | $10 |
AAL | 650 | UNCH | $10 |
ARCADIUM LITHIUM PLC | 2,285 | +2,285 | $10 |
ALTM | 2,285 | +2,285 | $10 |
AMCOR PLC | 1,061 | -2 | $10 |
AMCR | 1,061 | -2 | $10 |
ISHARES TR (DMXF) | 145 | +4 | $10 |
DMXF | 145 | +4 | $10 |
FRONTIER COMMUNICATIONS PARE | 401 | UNCH | $10 |
FYBR | 401 | UNCH | $10 |
INTUIT | 15 | UNCH | $10 |
INTU | 15 | UNCH | $10 |
CHENIERE ENERGY INC | 61 | +7 | $10 |
LNG | 61 | +7 | $10 |
REALTY INCOME CORP | 192 | +55 | $10 |
O | 192 | +55 | $10 |
OTIS WORLDWIDE CORP | 96 | +10 | $10 |
OTIS | 96 | +10 | $10 |
PEOPLES FINL SVCS CORP | 235 | UNCH | $10 |
PFIS | 235 | UNCH | $10 |
REGENERON PHARMACEUTICALS | 10 | UNCH | $10 |
REGN | 10 | UNCH | $10 |
SKYWATER TECHNOLOGY INC | 1,000 | UNCH | $10 |
SKYT | 1,000 | UNCH | $10 |
STARWOOD PPTY TR INC | 468 | UNCH | $10 |
STWD | 468 | UNCH | $10 |
UNITED RENTALS INC | 14 | UNCH | $10 |
URI | 14 | UNCH | $10 |
CHARTER COMMUNICATIONS INC N | 30 | UNCH | $9 |
CHTR | 30 | UNCH | $9 |
EPR PPTYS | 211 | UNCH | $9 |
EPR | 211 | UNCH | $9 |
FIRST TR EXCHNG TRADED FD VI (FJUL) | 198 | +198 | $9 |
FJUL | 198 | +198 | $9 |
SPDR SER TR (FLRN) | 281 | +8 | $9 |
FLRN | 281 | +8 | $9 |
FIRST TR VALUE LINE DIVID IN (FVD) | 222 | UNCH | $9 |
FVD | 222 | UNCH | $9 |
ISHARES TR (IGV) | 110 | +88 | $9 |
IGV | 110 | +88 | $9 |
JANUS DETROIT STR TR | 187 | +6 | $9 |
JAAA | 187 | +6 | $9 |
SELECT SECTOR SPDR TR (XLV) | 61 | UNCH | $9 |
XLV | 61 | UNCH | $9 |
BROOKFIELD INFRASTRUCTURE CO | 220 | UNCH | $8 |
BIPC | 220 | UNCH | $8 |
GLOBAL X FDS | 240 | -138 | $8 |
BOTZ | 240 | -138 | $8 |
CHARGEPOINT HOLDINGS INC | 3,973 | UNCH | $8 |
CHPT | 3,973 | UNCH | $8 |
DRAFTKINGS INC NEW | 171 | UNCH | $8 |
DKNG | 171 | UNCH | $8 |
DOLLAR TREE INC | 59 | UNCH | $8 |
DLTR | 59 | UNCH | $8 |
ISHARES INC (EUSA) | 85 | +1 | $8 |
EUSA | 85 | +1 | $8 |
WORLD GOLD TR | 174 | +174 | $8 |
GLDM | 174 | +174 | $8 |
ISHARES TR (INTF) | 259 | -3 | $8 |
INTF | 259 | -3 | $8 |
NVR INC | 1 | UNCH | $8 |
NVR | 1 | UNCH | $8 |
QUANTUMSCAPE CORP | 1,324 | +985 | $8 |
QS | 1,324 | +985 | $8 |
REGIONS FINANCIAL CORP NEW | 385 | UNCH | $8 |
RF | 385 | UNCH | $8 |
ISHARES TR (SCZ) | 125 | UNCH | $8 |
SCZ | 125 | UNCH | $8 |
THERMO FISHER SCIENTIFIC INC | 13 | UNCH | $8 |
TMO | 13 | UNCH | $8 |
PROSHARES TR (TOLZ) | 175 | UNCH | $8 |
TOLZ | 175 | UNCH | $8 |
SSGA ACTIVE ETF TR (TOTL) | 191 | UNCH | $8 |
TOTL | 191 | UNCH | $8 |
TEXAS INSTRS INC | 47 | +21 | $8 |
TXN | 47 | +21 | $8 |
WATSCO INC | 18 | UNCH | $8 |
WSO | 18 | UNCH | $8 |
AIR PRODS & CHEMS INC | 29 | UNCH | $7 |
APD | 29 | UNCH | $7 |
GLOBAL X FDS | 248 | -258 | $7 |
BUG | 248 | -258 | $7 |
GLOBAL X FDS | 282 | -151 | $7 |
DRIV | 282 | -151 | $7 |
FIRST TR EXCHANGE TRADED FD (EMLP) | 223 | UNCH | $7 |
EMLP | 223 | UNCH | $7 |
KEYCORP | 426 | +6 | $7 |
KEY | 426 | +6 | $7 |
SPDR SER TR (MDYV) | 97 | +97 | $7 |
MDYV | 97 | +97 | $7 |
MARVELL TECHNOLOGY INC | 93 | +1 | $7 |
MRVL | 93 | +1 | $7 |
PAYCHEX INC | 53 | +1 | $7 |
PAYX | 53 | +1 | $7 |
INVESCO EXCH TRADED FD TR II (PGX) | 558 | +32 | $7 |
PGX | 558 | +32 | $7 |
ROSS STORES INC | 47 | +1 | $7 |
ROST | 47 | +1 | $7 |
SPDR SER TR (SHM) | 145 | +1 | $7 |
SHM | 145 | +1 | $7 |
VANECK ETF TRUST (SHYD) | 311 | UNCH | $7 |
SHYD | 311 | UNCH | $7 |
SPDR SER TR (SLYG) | 76 | +76 | $7 |
SLYG | 76 | +76 | $7 |
SNAP ON INC | 23 | UNCH | $7 |
SNA | 23 | UNCH | $7 |
SPDR SER TR (SPIB) | 202 | -1 | $7 |
SPIB | 202 | -1 | $7 |
SPDR SER TR (SPIP) | 256 | UNCH | $7 |
SPIP | 256 | UNCH | $7 |
UNITED STS OIL FD LP | 92 | UNCH | $7 |
USO | 92 | UNCH | $7 |
AUTOZONE INC | 2 | UNCH | $6 |
AZO | 2 | UNCH | $6 |
COHERENT CORP | 100 | UNCH | $6 |
COHR | 100 | UNCH | $6 |
DIGITAL RLTY TR INC | 44 | UNCH | $6 |
DLR | 44 | UNCH | $6 |
GLOBAL X FDS | 660 | -37 | $6 |
EDOC | 660 | -37 | $6 |
HUBSPOT INC | 10 | UNCH | $6 |
HUBS | 10 | UNCH | $6 |
ISHARES BITCOIN TR (IBIT) | 152 | +152 | $6 |
IBIT | 152 | +152 | $6 |
LAMAR ADVERTISING CO NEW | 48 | UNCH | $6 |
LAMR | 48 | UNCH | $6 |
PACER FDS TR | 137 | -4 | $6 |
PALC | 137 | -4 | $6 |
PROLOGIS INC. | 44 | +1 | $6 |
PLD | 44 | +1 | $6 |
PALANTIR TECHNOLOGIES INC | 240 | +240 | $6 |
PLTR | 240 | +240 | $6 |
SANDSTORM GOLD LTD | 1,110 | UNCH | $6 |
SAND | 1,110 | UNCH | $6 |
SUNCOR ENERGY INC NEW | 172 | UNCH | $6 |
SU | 172 | UNCH | $6 |
TRAVELERS COMPANIES INC | 27 | UNCH | $6 |
TRV | 27 | UNCH | $6 |
UNITED THERAPEUTICS CORP DEL | 26 | UNCH | $6 |
UTHR | 26 | UNCH | $6 |
WABTEC | 40 | UNCH | $6 |
WAB | 40 | UNCH | $6 |
BERKLEY W R CORP | 69 | UNCH | $6 |
WRB | 69 | UNCH | $6 |
AMPLIFY ETF TR (BLOK) | 145 | UNCH | $5 |
BLOK | 145 | UNCH | $5 |
CANOPY GROWTH CORP | 568 | -10 | $5 |
CGC | 568 | -10 | $5 |
GLOBAL X FDS | 239 | -191 | $5 |
CLOU | 239 | -191 | $5 |
COCA COLA CONS INC | 6 | +6 | $5 |
COKE | 6 | +6 | $5 |
COGNIZANT TECHNOLOGY SOLUTIO | 65 | -1 | $5 |
CTSH | 65 | -1 | $5 |
TRUMP MEDIA & TECHNOLOGY GRO | 102 | +102 | $5 |
DWAC | 102 | +102 | $5 |
ELECTRONIC ARTS INC | 39 | UNCH | $5 |
EA | 39 | UNCH | $5 |
ISHARES INC (ESGE) | 150 | +11 | $5 |
ESGE | 150 | +11 | $5 |
ISHARES INC (EZU) | 100 | UNCH | $5 |
EZU | 100 | UNCH | $5 |
SCHWAB STRATEGIC TR | 132 | +132 | $5 |
FNDF | 132 | +132 | $5 |
FIRST TR MID CAP CORE ALPHAD (FNX) | 42 | UNCH | $5 |
FNX | 42 | UNCH | $5 |
GOLDMAN SACHS GROUP INC | 13 | +13 | $5 |
GS | 13 | +13 | $5 |
HERSHEY CO | 28 | UNCH | $5 |
HSY | 28 | UNCH | $5 |
HUNTSMAN CORP | 177 | UNCH | $5 |
HUN | 177 | UNCH | $5 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 37 | UNCH | $5 |
ICE | 37 | UNCH | $5 |
WISDOMTREE TR | 100 | UNCH | $5 |
IHDG | 100 | UNCH | $5 |
ISHARES TR (IMTM) | 127 | +127 | $5 |
IMTM | 127 | +127 | $5 |
JOHNSON CTLS INTL PLC | 83 | -23 | $5 |
JCI | 83 | -23 | $5 |
J P MORGAN EXCHANGE TRADED F (JPME) | 47 | -1 | $5 |
JPME | 47 | -1 | $5 |
BLACKROCK ETF TRUST (LCTD) | 118 | +2 | $5 |
LCTD | 118 | +2 | $5 |
LOCKHEED MARTIN CORP | 10 | UNCH | $5 |
LMT | 10 | UNCH | $5 |
OXFORD INDS INC | 41 | UNCH | $5 |
OXM | 41 | UNCH | $5 |
INVESCO EXCH TRADED FD TR II (PHB) | 261 | UNCH | $5 |
PHB | 261 | UNCH | $5 |
SPDR INDEX SHS FDS (RWX) | 208 | -429 | $5 |
RWX | 208 | -429 | $5 |
GLOBAL X FDS | 141 | -168 | $5 |
SNSR | 141 | -168 | $5 |
S&P GLOBAL INC | 11 | UNCH | $5 |
SPGI | 11 | UNCH | $5 |
TRANSDIGM GROUP INC | 4 | UNCH | $5 |
TDG | 4 | UNCH | $5 |
VODAFONE GROUP PLC NEW | 537 | UNCH | $5 |
VOD | 537 | UNCH | $5 |
VANGUARD ADMIRAL FDS INC (VOOG) | 18 | +2 | $5 |
VOOG | 18 | +2 | $5 |
GLOBAL X FDS | 308 | +3 | $5 |
VPN | 308 | +3 | $5 |
VANGUARD MALVERN FDS (VTIP) | 106 | UNCH | $5 |
VTIP | 106 | UNCH | $5 |
ALIBABA GROUP HLDG LTD | 49 | +10 | $4 |
BABA | 49 | +10 | $4 |
BLACKROCK INC | 4 | UNCH | $4 |
BLK | 4 | UNCH | $4 |
BEAMR IMAGING LTD | 650 | +650 | $4 |
BMR | 650 | +650 | $4 |
CME GROUP INC | 19 | UNCH | $4 |
CME | 19 | UNCH | $4 |
GLOBAL X FDS | 171 | -137 | $4 |
EBIZ | 171 | -137 | $4 |
F N B CORP | 269 | UNCH | $4 |
FNB | 269 | UNCH | $4 |
SIMPLIFY EXCHANGE TRADED FUN (HIGH) | 161 | +7 | $4 |
HIGH | 161 | +7 | $4 |
HILTON WORLDWIDE HLDGS INC | 19 | UNCH | $4 |
HLT | 19 | UNCH | $4 |
HUMANA INC | 12 | UNCH | $4 |
HUM | 12 | UNCH | $4 |
ICL GROUP LTD | 748 | UNCH | $4 |
ICL | 748 | UNCH | $4 |
IDEXX LABS INC | 8 | UNCH | $4 |
IDXX | 8 | UNCH | $4 |
NORWEGIAN CRUISE LINE HLDG L | 200 | UNCH | $4 |
NCLH | 200 | UNCH | $4 |
NNN REIT INC | 95 | UNCH | $4 |
NNN | 95 | UNCH | $4 |
PUMA BIOTECHNOLOGY INC | 700 | UNCH | $4 |
PBYI | 700 | UNCH | $4 |
PEOPLES BANCORP INC | 136 | UNCH | $4 |
PEBO | 136 | UNCH | $4 |
SPDR SER TR (RWR) | 41 | -126 | $4 |
RWR | 41 | -126 | $4 |
STARBUCKS CORP | 43 | UNCH | $4 |
SBUX | 43 | UNCH | $4 |
STMICROELECTRONICS N V | 99 | UNCH | $4 |
STM | 99 | UNCH | $4 |
STATE STR CORP | 55 | UNCH | $4 |
STT | 55 | UNCH | $4 |
UNITED AIRLS HLDGS INC | 79 | UNCH | $4 |
UAL | 79 | UNCH | $4 |
UNION PAC CORP | 18 | UNCH | $4 |
UNP | 18 | UNCH | $4 |
VANGUARD SCOTTSDALE FDS (VCLT) | 46 | UNCH | $4 |
VCLT | 46 | UNCH | $4 |
VEEVA SYS INC | 19 | UNCH | $4 |
VEEV | 19 | UNCH | $4 |
VIATRIS INC | 344 | +10 | $4 |
VTRS | 344 | +10 | $4 |
BIO RAD LABS INC | 8 | UNCH | $3 |
BIO | 8 | UNCH | $3 |
SIREN ETF TR (BLCN) | 122 | UNCH | $3 |
BLCN | 122 | UNCH | $3 |
CITIGROUP INC | 49 | +1 | $3 |
C | 49 | +1 | $3 |
THE CIGNA GROUP | 8 | UNCH | $3 |
CI | 8 | UNCH | $3 |
CERAGON NETWORKS LTD | 865 | UNCH | $3 |
CRNT | 865 | UNCH | $3 |
DIAGEO PLC | 22 | UNCH | $3 |
DEO | 22 | UNCH | $3 |
DOMINOS PIZZA INC | 6 | UNCH | $3 |
DPZ | 6 | UNCH | $3 |
DESTINATION XL GROUP INC | 828 | UNCH | $3 |
DXLG | 828 | UNCH | $3 |
EBAY INC. | 65 | UNCH | $3 |
EBAY | 65 | UNCH | $3 |
EDISON INTL | 48 | UNCH | $3 |
EIX | 48 | UNCH | $3 |
GLOBAL X FDS | 120 | -268 | $3 |
FINX | 120 | -268 | $3 |
FIDELITY COVINGTON TRUST | 51 | UNCH | $3 |
FNCL | 51 | UNCH | $3 |
FRANCO NEV CORP | 22 | UNCH | $3 |
FNV | 22 | UNCH | $3 |
HARLEY DAVIDSON INC | 73 | UNCH | $3 |
HOG | 73 | UNCH | $3 |
HOLOGIC INC | 43 | UNCH | $3 |
HOLX | 43 | UNCH | $3 |
ISHARES TR (HYG) | 37 | UNCH | $3 |
HYG | 37 | UNCH | $3 |
PIMCO ETF TR (HYS) | 29 | UNCH | $3 |
HYS | 29 | UNCH | $3 |
ISHARES TR (IGSB) | 61 | -7 | $3 |
IGSB | 61 | -7 | $3 |
ISHARES TR (IYE) | 61 | -3 | $3 |
IYE | 61 | -3 | $3 |
KYNDRYL HLDGS INC | 118 | UNCH | $3 |
KD | 118 | UNCH | $3 |
LAZARD GLOBAL TOTAL RETURN & | 164 | UNCH | $3 |
LGI | 164 | UNCH | $3 |
LABORATORY CORP AMER HLDGS | 13 | UNCH | $3 |
LH | 13 | UNCH | $3 |
L3HARRIS TECHNOLOGIES INC | 13 | +1 | $3 |
LHX | 13 | +1 | $3 |
MOODYS CORP | 8 | UNCH | $3 |
MCO | 8 | UNCH | $3 |
NUTRIEN LTD | 57 | UNCH | $3 |
NTR | 57 | UNCH | $3 |
PHINIA INC | 68 | -2 | $3 |
PHIN | 68 | -2 | $3 |
PIMCO ETF TR (PYLD) | 123 | +123 | $3 |
PYLD | 123 | +123 | $3 |
INVESCO EXCH TRADED FD TR II (QQQM) | 17 | +17 | $3 |
QQQM | 17 | +17 | $3 |
RIO TINTO PLC | 40 | UNCH | $3 |
RIO | 40 | UNCH | $3 |
RETAIL OPPORTUNITY INVTS COR | 270 | UNCH | $3 |
ROIC | 270 | UNCH | $3 |
SCHWAB STRATEGIC TR | 69 | +69 | $3 |
SCHO | 69 | +69 | $3 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 95 | +95 | $3 |
SDVY | 95 | +95 | $3 |
SONY GROUP CORP | 31 | UNCH | $3 |
SONY | 31 | UNCH | $3 |
SPDR SER TR (SPYG) | 36 | +36 | $3 |
SPYG | 36 | +36 | $3 |
SPIRE INC | 51 | UNCH | $3 |
SR | 51 | UNCH | $3 |
CONSTELLATION BRANDS INC | 13 | +1 | $3 |
STZ | 13 | +1 | $3 |
GLOBAL X FDS | 118 | +118 | $3 |
URA | 118 | +118 | $3 |
VANGUARD INDEX FDS (VO) | 13 | UNCH | $3 |
VO | 13 | UNCH | $3 |
BONDBLOXX ETF TRUST (XSVN) | 67 | +67 | $3 |
XSVN | 67 | +67 | $3 |
FIRST MAJESTIC SILVER CORP | 350 | UNCH | $2 |
AG | 350 | UNCH | $2 |
AMERICAN CENTY ETF TR (AVDE) | 34 | +34 | $2 |
AVDE | 34 | +34 | $2 |
BIOGEN INC | 8 | UNCH | $2 |
BIIB | 8 | UNCH | $2 |
CRACKER BARREL OLD CTRY STOR | 29 | UNCH | $2 |
CBRL | 29 | UNCH | $2 |
CARNIVAL CORP | 100 | UNCH | $2 |
CCL | 100 | UNCH | $2 |
ISHARES U S ETF TR (COMT) | 65 | UNCH | $2 |
COMT | 65 | UNCH | $2 |
DOLLAR GEN CORP NEW | 12 | UNCH | $2 |
DG | 12 | UNCH | $2 |
D R HORTON INC | 13 | UNCH | $2 |
DHI | 13 | UNCH | $2 |
ISHARES INC (EMHY) | 66 | UNCH | $2 |
EMHY | 66 | UNCH | $2 |
ENCORE ENERGY CORP | 393 | UNCH | $2 |
EU | 393 | UNCH | $2 |
EXPEDITORS INTL WASH INC | 18 | UNCH | $2 |
EXPD | 18 | UNCH | $2 |
FLOOR & DECOR HLDGS INC | 15 | UNCH | $2 |
FND | 15 | UNCH | $2 |
FIRST TR EXCHANGE TRADED FD (FV) | 27 | +7 | $2 |
FV | 27 | +7 | $2 |
GENIUS SPORTS LIMITED | 400 | +400 | $2 |
GENI | 400 | +400 | $2 |
GLOBAL X FDS | 103 | +35 | $2 |
HERO | 103 | +35 | $2 |
HILLTOP HOLDINGS INC | 53 | UNCH | $2 |
HTH | 53 | UNCH | $2 |
ILLUMINA INC | 11 | UNCH | $2 |
ILMN | 11 | UNCH | $2 |
J P MORGAN EXCHANGE TRADED F (JEMA) | 51 | -1 | $2 |
JEMA | 51 | -1 | $2 |
HENRY JACK & ASSOC INC | 12 | UNCH | $2 |
JKHY | 12 | UNCH | $2 |
LOGITECH INTL S A | 18 | UNCH | $2 |
LOGI | 18 | UNCH | $2 |
NEWMONT CORP | 47 | UNCH | $2 |
NEM | 47 | UNCH | $2 |
NIKE INC | 24 | UNCH | $2 |
NKE | 24 | UNCH | $2 |
NOKIA CORP | 512 | +3 | $2 |
NOK | 512 | +3 | $2 |
NEWS CORP NEW | 76 | UNCH | $2 |
NWSA | 76 | UNCH | $2 |
ORGANON & CO | 91 | -72 | $2 |
OGN | 91 | -72 | $2 |
PALO ALTO NETWORKS INC | 8 | -1,666 | $2 |
PANW | 8 | -1,666 | $2 |
PETMED EXPRESS INC | 476 | UNCH | $2 |
PETS | 476 | UNCH | $2 |
PLATINUM GROUP METALS LTD | 1,700 | UNCH | $2 |
PLG | 1,700 | UNCH | $2 |
PHARMACYTE BIOTECH INC | 800 | UNCH | $2 |
PMCB | 800 | UNCH | $2 |
FIRST TR EXCHANGE TRADED FD (QCLN) | 60 | UNCH | $2 |
QCLN | 60 | UNCH | $2 |
INVESCO EXCHANGE TRADED FD T (RSPR) | 48 | -1 | $2 |
RSPR | 48 | -1 | $2 |
ISHARES TR (SGOV) | 23 | -60 | $2 |
SGOV | 23 | -60 | $2 |
SILVERCREST METALS INC | 350 | UNCH | $2 |
SILV | 350 | UNCH | $2 |
SYNCHRONY FINANCIAL | 37 | UNCH | $2 |
SYF | 37 | UNCH | $2 |
TYSON FOODS INC | 37 | UNCH | $2 |
TSN | 37 | UNCH | $2 |
VANGUARD SCOTTSDALE FDS (VGIT) | 29 | +29 | $2 |
VGIT | 29 | +29 | $2 |
VISHAY INTERTECHNOLOGY INC | 97 | UNCH | $2 |
VSH | 97 | UNCH | $2 |
VENTAS INC | 45 | +45 | $2 |
VTR | 45 | +45 | $2 |
YUM CHINA HLDGS INC | 49 | UNCH | $2 |
YUMC | 49 | UNCH | $2 |
AGNICO EAGLE MINES LTD | 21 | UNCH | $1 |
AEM | 21 | UNCH | $1 |
ALAMOS GOLD INC NEW | 82 | +82 | $1 |
AGI | 82 | +82 | $1 |
ALLSTATE CORP | 7 | UNCH | $1 |
ALL | 7 | UNCH | $1 |
ARIS MNG CORP | 330 | UNCH | $1 |
ARMN | 330 | UNCH | $1 |
AVANTOR INC | 29 | UNCH | $1 |
AVTR | 29 | UNCH | $1 |
BALL CORP | 20 | +1 | $1 |
BALL | 20 | +1 | $1 |
BEST BUY INC | 7 | UNCH | $1 |
BBY | 7 | UNCH | $1 |
BRIGHTHOUSE FINL INC | 17 | UNCH | $1 |
BHF | 17 | UNCH | $1 |
VANECK ETF TRUST (BJK) | 27 | UNCH | $1 |
BJK | 27 | UNCH | $1 |
BAKER HUGHES COMPANY | 36 | -5,697 | $1 |
BKR | 36 | -5,697 | $1 |
CLEAN ENERGY FUELS CORP | 200 | UNCH | $1 |
CLNE | 200 | UNCH | $1 |
CAPITAL ONE FINL CORP | 10 | +1 | $1 |
COF | 10 | +1 | $1 |
COTERRA ENERGY INC | 20 | UNCH | $1 |
CTRA | 20 | UNCH | $1 |
HF SINCLAIR CORP | 18 | UNCH | $1 |
DINO | 18 | UNCH | $1 |
DICKS SPORTING GOODS INC | 3 | UNCH | $1 |
DKS | 3 | UNCH | $1 |
EVOLUTION PETE CORP | 100 | UNCH | $1 |
EPM | 100 | UNCH | $1 |
EQUITY RESIDENTIAL | 11 | +1 | $1 |
EQR | 11 | +1 | $1 |
EXPEDIA GROUP INC | 6 | UNCH | $1 |
EXPE | 6 | UNCH | $1 |
F5 INC | 6 | UNCH | $1 |
FFIV | 6 | UNCH | $1 |
FIDELITY NATL INFORMATION SV | 7 | UNCH | $1 |
FIS | 7 | UNCH | $1 |
FORTREA HLDGS INC | 13 | UNCH | $1 |
FTRE | 13 | UNCH | $1 |
GARMIN LTD | 10 | +1 | $1 |
GRMN | 10 | +1 | $1 |
AMPLIFY ETF TR (HACK) | 16 | +16 | $1 |
HACK | 16 | +16 | $1 |
HELMERICH & PAYNE INC | 20 | UNCH | $1 |
HP | 20 | UNCH | $1 |
DBX ETF TR (HYLB) | 16 | UNCH | $1 |
HYLB | 16 | UNCH | $1 |
ISHARES TR (IEF) | 15 | UNCH | $1 |
IEF | 15 | UNCH | $1 |
ISHARES TR (IEI) | 8 | +8 | $1 |
IEI | 8 | +8 | $1 |
ISHARES TR (IJK) | 13 | +13 | $1 |
IJK | 13 | +13 | $1 |
ISHARES TR (ITA) | 8 | +8 | $1 |
ITA | 8 | +8 | $1 |
ISHARES TR (IVLU) | 34 | +34 | $1 |
IVLU | 34 | +34 | $1 |
INVIVYD INC | 200 | UNCH | $1 |
IVVD | 200 | UNCH | $1 |
ISHARES TR (IWM) | 7 | -90 | $1 |
IWM | 7 | -90 | $1 |
ISHARES TR (IWR) | 9 | -341 | $1 |
IWR | 9 | -341 | $1 |
KELLANOVA | 10 | UNCH | $1 |
K | 10 | UNCH | $1 |
KVH INDS INC | 101 | UNCH | $1 |
KVHI | 101 | UNCH | $1 |
LEAR CORP | 8 | UNCH | $1 |
LEA | 8 | UNCH | $1 |
LEGGETT & PLATT INC | 30 | UNCH | $1 |
LEG | 30 | UNCH | $1 |
LEXARIA BIOSCIENCE CORP | 400 | UNCH | $1 |
LEXX | 400 | UNCH | $1 |
LUMEN TECHNOLOGIES INC | 523 | UNCH | $1 |
LUMN | 523 | UNCH | $1 |
SOUTHWEST AIRLS CO | 22 | UNCH | $1 |
LUV | 22 | UNCH | $1 |
MORGAN STANLEY | 13 | -54 | $1 |
MS | 13 | -54 | $1 |
NEW YORK TIMES CO | 28 | UNCH | $1 |
NYT | 28 | UNCH | $1 |
OLD DOMINION FREIGHT LINE IN | 4 | +2 | $1 |
ODFL | 4 | +2 | $1 |
OSISKO GOLD ROYALTIES LTD | 81 | UNCH | $1 |
OR | 81 | UNCH | $1 |
PBF ENERGY INC | 22 | UNCH | $1 |
PBF | 22 | UNCH | $1 |
INVESCO EXCH TRADED FD TR II (PCY) | 29 | +29 | $1 |
PCY | 29 | +29 | $1 |
PHOTRONICS INC | 51 | UNCH | $1 |
PLAB | 51 | UNCH | $1 |
PLUG POWER INC | 200 | UNCH | $1 |
PLUG | 200 | UNCH | $1 |
RESIDEO TECHNOLOGIES INC | 40 | UNCH | $1 |
REZI | 40 | UNCH | $1 |
RUMBLE INC | 80 | UNCH | $1 |
RUM | 80 | UNCH | $1 |
SPDR SER TR (SPLB) | 53 | UNCH | $1 |
SPLB | 53 | UNCH | $1 |
BLOCK INC | 17 | UNCH | $1 |
SQ | 17 | UNCH | $1 |
SOUNDTHINKING INC | 80 | UNCH | $1 |
SSTI | 80 | UNCH | $1 |
STEREOTAXIS INC | 200 | UNCH | $1 |
STXS | 200 | UNCH | $1 |
TENCENT MUSIC ENTMT GROUP | 52 | UNCH | $1 |
TME | 52 | UNCH | $1 |
TEEKAY TANKERS LTD | 22 | UNCH | $1 |
TNK | 22 | UNCH | $1 |
PRICE T ROWE GROUP INC | 12 | UNCH | $1 |
TROW | 12 | UNCH | $1 |
UNDER ARMOUR INC | 100 | UNCH | $1 |
UAA | 100 | UNCH | $1 |
UNITI GROUP INC | 126 | UNCH | $1 |
UNIT | 126 | UNCH | $1 |
ISHARES TR (USHY) | 16 | UNCH | $1 |
USHY | 16 | UNCH | $1 |
V F CORP | 67 | UNCH | $1 |
VFC | 67 | UNCH | $1 |
VIPSHOP HLDGS LTD | 44 | UNCH | $1 |
VIPS | 44 | UNCH | $1 |
WESTERN DIGITAL CORP. | 20 | UNCH | $1 |
WDC | 20 | UNCH | $1 |
ZIMMER BIOMET HOLDINGS INC | 5 | UNCH | $1 |
ZBH | 5 | UNCH | $1 |
AURORA CANNABIS INC | 4 | -37 | <$1 |
ACB | 4 | -37 | $0 |
ADVENT TECHNOLOGIES HOLDNG I | 1,200 | UNCH | <$1 |
ADN | 1,200 | UNCH | $0 |
ADIENT PLC | 8 | UNCH | <$1 |
ADNT | 8 | UNCH | $0 |
AGRIFORCE GROWING SYSTEMS LT | 206 | +200 | <$1 |
AGRI | 206 | +200 | $0 |
ADVANSIX INC | 9 | UNCH | <$1 |
ASIX | 9 | UNCH | $0 |
ASTRA SPACE INC | 27 | UNCH | <$1 |
ASTR | 27 | UNCH | $0 |
ATERIAN INC | 16 | -184 | <$1 |
ATER | 16 | -184 | $0 |
BAYCOM CORP | 20 | UNCH | <$1 |
BCML | 20 | UNCH | $0 |
BIONOMICS LIMITED | 200 | UNCH | <$1 |
BNOX | 200 | UNCH | $0 |
BIOSIG TECHNOLOGIES INC | 200 | -600 | <$1 |
BSGM | 200 | -600 | $0 |
BETTER THERAPEUTICS INC | 200 | UNCH | <$1 |
BTTX | 200 | UNCH | $0 |
ONCONETIX INC | 600 | UNCH | <$1 |
BWV | 600 | UNCH | $0 |
POP CULTURE GROUP CO LTD | 40 | +40 | <$1 |
CPOP | 40 | +40 | $0 |
CATALYST PHARMACEUTICALS INC | 20 | UNCH | <$1 |
CPRX | 20 | UNCH | $0 |
CITIUS PHARMACEUTICALS INC | 300 | UNCH | <$1 |
CTXR | 300 | UNCH | $0 |
DRAGONFLY ENERGY HOLDINGS CO | 400 | UNCH | <$1 |
DFLI | 400 | UNCH | $0 |
DNOW INC | 25 | UNCH | <$1 |
DNOW | 25 | UNCH | $0 |
BRIGHT MINDS BIOSCIENCES INC | 100 | UNCH | <$1 |
DRUG | 100 | UNCH | $0 |
EMBECTA CORP | 4 | -29 | <$1 |
EMBC | 4 | -29 | $0 |
ETERNA THERAPEUTICS INC | 10 | UNCH | <$1 |
ERNA | 10 | UNCH | $0 |
ISHARES TR (FALN) | 1 | -27 | <$1 |
FALN | 1 | -27 | $0 |
FOCUS UNVL INC | 300 | UNCH | <$1 |
FCUV | 300 | UNCH | $0 |
SCHWAB STRATEGIC TR | 11 | +11 | <$1 |
FNDE | 11 | +11 | $0 |
GAMIDA CELL LTD | 200 | UNCH | <$1 |
GMDA | 200 | UNCH | $0 |
GSK PLC | 7 | UNCH | <$1 |
GSK | 7 | UNCH | $0 |
GARRETT MOTION INC | 24 | UNCH | <$1 |
GTX | 24 | UNCH | $0 |
HYCROFT MINING HOLDING CORP | 80 | UNCH | <$1 |
HYMC | 80 | UNCH | $0 |
ISHARES TR (IJT) | 2 | +2 | <$1 |
IJT | 2 | +2 | $0 |
INVO BIOSCIENCE INC | 115 | UNCH | <$1 |
INVO | 115 | UNCH | $0 |
WK KELLOGG CO | 2 | UNCH | <$1 |
KLG | 2 | UNCH | $0 |
LUMINAR TECHNOLOGIES INC | 69 | UNCH | <$1 |
LAZR | 69 | UNCH | $0 |
LYTUS TECHNOLOGS HLDGS PTV L | 4 | -196 | <$1 |
LYT | 4 | -196 | $0 |
NATUZZI S P A | 30 | UNCH | <$1 |
NTZ | 30 | UNCH | $0 |
ON SEMICONDUCTOR CORP | 3 | UNCH | <$1 |
ON | 3 | UNCH | $0 |
OFFERPAD SOLUTIONS INC | 20 | UNCH | <$1 |
OPAD | 20 | UNCH | $0 |
OPKO HEALTH INC | 200 | +200 | <$1 |
OPK | 200 | +200 | $0 |
OUSTER INC | 16 | UNCH | <$1 |
OUST | 16 | UNCH | $0 |
PERFORMANT FINL CORP | 30 | UNCH | <$1 |
PFMT | 30 | UNCH | $0 |
PRENETICS GLOBAL LTD | 114 | UNCH | <$1 |
PRE | 114 | UNCH | $0 |
REDHILL BIOPHARMA LTD | 406 | +1 | <$1 |
RDHL | 406 | +1 | $0 |
THE REAL GOOD FOOD COMPANY I | 200 | UNCH | <$1 |
RGF | 200 | UNCH | $0 |
INVESTMENT MANAGERS SER TR I | 6 | UNCH | <$1 |
RINC | 6 | UNCH | $0 |
SCINAI IMMUNOTHERAPEUTICS LT | 160 | +160 | <$1 |
SCNI | 160 | +160 | $0 |
SEELOS THERAPEUTICS INC | 50 | UNCH | <$1 |
SEEL | 50 | UNCH | $0 |
ISHARES TR (SHYG) | 1 | -3 | <$1 |
SHYG | 1 | -3 | $0 |
SEQUANS COMMUNICATIONS S A | 25 | UNCH | <$1 |
SQNS | 25 | UNCH | $0 |
TELADOC HEALTH INC | 5 | UNCH | <$1 |
TDOC | 5 | UNCH | $0 |
TECNOGLASS INC | 5 | UNCH | <$1 |
TGLS | 5 | UNCH | $0 |
TILRAY BRANDS INC | 73 | UNCH | <$1 |
TLRY | 73 | UNCH | $0 |
THERAPEUTICSMD INC | 1 | UNCH | <$1 |
TXMD | 1 | UNCH | $0 |
VIAVI SOLUTIONS INC | 50 | UNCH | <$1 |
VIAV | 50 | UNCH | $0 |
GLIMPSE GROUP INC | 300 | UNCH | <$1 |
VRAR | 300 | UNCH | $0 |
CATHETER PRECISION INC | 120 | +120 | <$1 |
VTAK | 120 | +120 | $0 |
VIVOPOWER INTERNATIONAL PLC | 40 | UNCH | <$1 |
VVPR | 40 | UNCH | $0 |
SELECT SECTOR SPDR TR (XLC) | 1 | UNCH | <$1 |
XLC | 1 | UNCH | $0 |
SELECT SECTOR SPDR TR (XLF) | 3 | UNCH | <$1 |
XLF | 3 | UNCH | $0 |
XOS INC | 18 | +18 | <$1 |
XOS | 18 | +18 | $0 |
YANDEX N V | 7 | UNCH | <$1 |
YNDX | 7 | UNCH | $0 |
ADVISORSHARES TR (YOLO) | 100 | +0 | $0 |
YOLO | 100 | UNCH | $0 |
ISHARES INC | $0 (exited) | ||
ACWV | 0 | -88 | $0 |
BAXTER INTL INC | $0 (exited) | ||
BAX | 0 | -16 | $0 |
SCINAI IMMUNOTHERAPEUTICS LT | $0 (exited) | ||
BVXV | 0 | -160 | $0 |
MAPLEBEAR INC | $0 (exited) | ||
CART | 0 | -50 | $0 |
CONSTELLATION ENERGY CORP | $0 (exited) | ||
CEG | 0 | -519 | $0 |
COMPASS MINERALS INTL INC | $0 (exited) | ||
CMP | 0 | UNCH | $0 |
CUENTAS INC | $0 (exited) | ||
CUEN | 0 | -23 | $0 |
EA SERIES TRUST | $0 (exited) | ||
DRLL | 0 | -15 | $0 |
ISHARES INC | $0 (exited) | ||
EEMV | 0 | -181 | $0 |
EQUINOR ASA | $0 (exited) | ||
EQNR | 0 | -29 | $0 |
EATON CORP PLC | $0 (exited) | ||
ETN | 0 | -6 | $0 |
ISHARES INC | $0 (exited) | ||
EWQ | 0 | -72 | $0 |
EXELON CORP | $0 (exited) | ||
EXC | 0 | -3,323 | $0 |
FIRST TR EXCHNG TRADED FD VI | $0 (exited) | ||
FAPR | 0 | -241 | $0 |
FREEPORT MCMORAN INC | $0 (exited) | ||
FCX | 0 | -36 | $0 |
FREELINE THERAPEUTICS HLDGS | $0 (exited) | ||
FRLN | 0 | -80 | $0 |
HANESBRANDS INC | $0 (exited) | ||
HBI | 0 | UNCH | $0 |
ISHARES TR | $0 (exited) | ||
HDV | 0 | -72 | $0 |
HESS CORP | $0 (exited) | ||
HES | 0 | -9 | $0 |
IMPERIAL OIL LTD | $0 (exited) | ||
IMO | 0 | -20 | $0 |
KRANESHARES TR | $0 (exited) | ||
IVOL | 0 | -117 | $0 |
ISHARES TR | $0 (exited) | ||
IWP | 0 | -33 | $0 |
ISHARES TR | $0 (exited) | ||
IWS | 0 | -45 | $0 |
J P MORGAN EXCHANGE TRADED F | $0 (exited) | ||
JEPI | 0 | -77 | $0 |
KINGSOFT CLOUD HLDGS LTD | $0 (exited) | ||
KC | 0 | -10 | $0 |
SPDR SER TR | $0 (exited) | ||
LGLV | 0 | -26 | $0 |
LIVENT CORP | $0 (exited) | ||
LTHM | 0 | -950 | $0 |
BLUE OWL CAPITAL CORPORATION | $0 (exited) | ||
OBDC | 0 | -5,292 | $0 |
OMNICOM GROUP INC | $0 (exited) | ||
OMC | 0 | UNCH | $0 |
OREILLY AUTOMOTIVE INC | $0 (exited) | ||
ORLY | 0 | -5 | $0 |
CATHETER PRECISION INC | $0 (exited) | ||
RMED | 0 | -120 | $0 |
SMILEDIRECTCLUB INC | $0 (exited) | ||
SDC | 0 | -500 | $0 |
ABRDN GOLD ETF TRUST | $0 (exited) | ||
SGOL | 0 | -225 | $0 |
ELECTRAMECCANICA VEHS CORP | $0 (exited) | ||
SOLO | 0 | -1,303 | $0 |
SOUNDHOUND AI INC | $0 (exited) | ||
SOUN | 0 | -500 | $0 |
VIRGIN GALACTIC HOLDINGS INC | $0 (exited) | ||
SPCE | 0 | -185 | $0 |
SPLUNK INC | $0 (exited) | ||
SPLK | 0 | -50 | $0 |
SPIRIT RLTY CAP INC NEW | $0 (exited) | ||
SRC | 0 | UNCH | $0 |
SASOL LTD | $0 (exited) | ||
SSL | 0 | -1,000 | $0 |
STANLEY BLACK & DECKER INC | $0 (exited) | ||
SWK | 0 | -1,204 | $0 |
ISHARES TR | $0 (exited) | ||
TFLO | 0 | -8,611 | $0 |
TRACTOR SUPPLY CO | $0 (exited) | ||
TSCO | 0 | -7 | $0 |
VANGUARD INTL EQUITY INDEX F | $0 (exited) | ||
VNQI | 0 | -1,150 | $0 |
WALGREENS BOOTS ALLIANCE INC | $0 (exited) | ||
WBA | 0 | -3 | $0 |
WISDOMTREE TR | $0 (exited) | ||
XSOE | 0 | -80 | $0 |
See Summary: Aspire Private Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Aspire Private Capital LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
DYNF | +21,031 | +$934 |
FANG | +3,808 | +$755 |
IVE | +2,759 | +$515 |
BINC | +5,724 | +$300 |
HEFA | +8,462 | +$295 |
SPYV | +2,137 | +$107 |
SUB | +860 | +$90 |
SCHV | +1,112 | +$84 |
SPHQ | +789 | +$48 |
SCHP | +373 | +$19 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
TFLO | -8,611 | -$435 |
EXC | -3,323 | -$119 |
SWK | -1,204 | -$118 |
OBDC | -5,292 | -$78 |
CEG | -519 | -$61 |
VNQI | -1,150 | -$49 |
LTHM | -950 | -$17 |
SSL | -1,000 | -$10 |
EEMV | -181 | -$10 |
ACWV | -88 | -$9 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EMHC | +99,099 | +$2,393 |
JNK | +66,264 | +$6,316 |
VTEB | +60,716 | +$2,965 |
FISR | +40,074 | +$727 |
BIL | +32,227 | +$2,971 |
SPLG | +26,151 | +$1,932 |
SPAB | +20,584 | +$352 |
EBND | +19,232 | +$245 |
BNDX | +16,198 | +$758 |
PDBC | +14,449 | +$214 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPTI | -80,403 | -$2,312 |
TIPX | -58,816 | -$1,080 |
SPTL | -57,815 | -$1,696 |
SPDW | -39,453 | -$949 |
XLSR | -28,082 | -$259 |
SPSM | -17,124 | -$593 |
SPMD | -13,563 | -$411 |
GWX | -9,495 | -$244 |
BKR | -5,697 | -$195 |
Size ($ in 1000's)
At 03/31/2024: $379,508 At 12/31/2023: $337,390 Combined Holding Report Includes:
Aspire Private Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aspire Private Capital LLC 13F filings. Link to 13F filings: SEC filings |