Mga Batayang Estadistika
Nilai Portofolio $ 210,302,250
Posisi Saat Ini 200
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Richards, Merrill & Peterson, Inc. telah mengungkapkan total kepemilikan 200 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 210,302,250 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Richards, Merrill & Peterson, Inc. adalah Microsoft Corporation (US:MSFT) , Costco Wholesale Corporation (US:COST) , Apple Inc. (US:AAPL) , Invesco QQQ Trust, Series 1 (US:QQQ) , and Amazon.com, Inc. (US:AMZN) . Posisi baru Richards, Merrill & Peterson, Inc. meliputi: Franklin Templeton ETF Trust - Franklin Income Focus ETF (US:INCM) , Nucor Corporation (US:NUE) , iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) , iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) , and iShares Trust - iShares Russell Mid-Cap Value ETF (US:IWS) .

Richards, Merrill & Peterson, Inc. - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 12.81 6.0905 1.1810
0.04 6.28 2.9852 1.1298
0.02 8.59 4.0838 0.7324
0.01 3.24 1.5409 0.5316
0.04 8.51 4.0450 0.5133
0.01 4.26 2.0252 0.4476
0.01 1.65 0.7862 0.4067
0.01 1.59 0.7566 0.3090
0.02 0.60 0.2855 0.2855
0.00 0.71 0.3375 0.2741
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.05 9.62 4.5731 -0.8774
0.03 3.88 1.8433 -0.2457
0.04 1.41 0.6690 -0.2196
0.00 1.30 0.6159 -0.1959
0.00 1.00 0.4738 -0.1912
0.02 1.29 0.6131 -0.1462
0.01 3.22 1.5305 -0.1221
0.01 1.00 0.4771 -0.1206
0.01 1.51 0.7202 -0.1153
0.01 0.69 0.3263 -0.1102
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-31 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
MSFT / Microsoft Corporation 0.03 2.41 12.81 35.71 6.0905 1.1810
COST / Costco Wholesale Corporation 0.01 2.40 10.37 7.19 4.9320 -0.1013
AAPL / Apple Inc. 0.05 -0.64 9.62 -8.22 4.5731 -0.8774
QQQ / Invesco QQQ Trust, Series 1 0.02 13.30 8.59 33.29 4.0838 0.7324
AMZN / Amazon.com, Inc. 0.04 8.65 8.51 25.29 4.0450 0.5133
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.04 20.73 6.28 75.97 2.9852 1.1298
SPY / SPDR S&P 500 ETF 0.01 2.15 5.93 12.85 2.8185 0.0861
SYK / Stryker Corporation 0.01 2.82 5.12 9.28 2.4352 -0.0025
META / Meta Platforms, Inc. 0.01 9.65 4.26 40.42 2.0252 0.4476
JPM / JPMorgan Chase & Co. 0.01 0.87 4.20 19.21 1.9983 0.1648
CVX / Chevron Corporation 0.03 12.77 3.88 -3.49 1.8433 -0.2457
GOOGL / Alphabet Inc. 0.02 12.28 3.47 27.98 1.6511 0.2396
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 51.09 3.24 67.01 1.5409 0.5316
HD / The Home Depot, Inc. 0.01 1.27 3.22 1.29 1.5305 -0.1221
V / Visa Inc. 0.01 0.10 2.74 1.40 1.3047 -0.1025
RTX / RTX Corporation 0.02 0.80 2.60 11.13 1.2341 0.0192
BRK.A / Berkshire Hathaway Inc. 0.01 27.41 2.47 16.24 1.1746 0.0690
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.08 12.22 2.21 6.39 1.0528 -0.0300
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF 0.08 12.59 2.20 13.12 1.0453 0.0346
PTRB / PGIM ETF Trust - PGIM Total Return Bond ETF 0.05 35.71 2.13 36.03 1.0143 0.1985
IBM / International Business Machines Corporation 0.01 -2.59 2.13 15.52 1.0126 0.0535
LOW / Lowe's Companies, Inc. 0.01 4.04 2.06 -1.06 0.9813 -0.1033
CSCO / Cisco Systems, Inc. 0.03 -0.52 1.93 11.90 0.9168 0.0201
HON / Honeywell International Inc. 0.01 -2.14 1.82 7.67 0.8674 -0.0141
ISRG / Intuitive Surgical, Inc. 0.00 17.37 1.80 28.79 0.8574 0.1291
AMAT / Applied Materials, Inc. 0.01 8.68 1.78 37.13 0.8465 0.1711
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF 0.07 33.24 1.75 33.38 0.8344 0.1499
CGGR / Capital Group Growth ETF 0.04 8.46 1.70 28.71 0.8082 0.1214
GOOG / Alphabet Inc. 0.01 2.82 1.66 16.81 0.7899 0.0498
PLTR / Palantir Technologies Inc. 0.01 40.32 1.65 126.75 0.7862 0.4067
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.03 9.17 1.62 16.08 0.7723 0.0443
ORCL / Oracle Corporation 0.01 18.26 1.59 85.00 0.7566 0.3090
MDT / Medtronic plc 0.02 6.46 1.55 3.32 0.7390 -0.0437
XOM / Exxon Mobil Corporation 0.01 4.02 1.51 -5.73 0.7202 -0.1153
PG / The Procter & Gamble Company 0.01 3.67 1.49 -3.05 0.7097 -0.0913
CAT / Caterpillar Inc. 0.00 1.59 1.46 19.53 0.6961 0.0593
WM / Waste Management, Inc. 0.01 2.90 1.45 1.68 0.6908 -0.0522
MCD / McDonald's Corporation 0.00 3.25 1.44 -3.43 0.6842 -0.0907
VZ / Verizon Communications Inc. 0.03 8.87 1.42 3.88 0.6750 -0.0360
WMT / Walmart Inc. 0.01 -0.81 1.41 10.49 0.6711 0.0066
AVA / Avista Corporation 0.04 -9.14 1.41 -17.68 0.6690 -0.2196
KO / The Coca-Cola Company 0.02 7.72 1.34 6.42 0.6387 -0.0179
TMUS / T-Mobile US, Inc. 0.01 11.50 1.34 -0.37 0.6360 -0.0625
APD / Air Products and Chemicals, Inc. 0.00 -13.24 1.30 -16.99 0.6159 -0.1959
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF 0.05 43.82 1.29 45.50 0.6147 0.1526
MRK / Merck & Co., Inc. 0.02 0.15 1.29 -11.65 0.6131 -0.1462
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 12.47 1.28 17.61 0.6098 0.0424
USB / U.S. Bancorp 0.03 2.48 1.23 9.88 0.5869 0.0024
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.05 33.24 1.23 33.59 0.5847 0.1058
MS / Morgan Stanley 0.01 18.08 1.18 42.48 0.5634 0.1311
TXN / Texas Instruments Incorporated 0.01 -5.08 1.14 9.62 0.5420 0.0014
CRM / Salesforce, Inc. 0.00 -4.32 1.14 -2.74 0.5403 -0.0676
ABT / Abbott Laboratories 0.01 11.64 1.05 14.41 0.4988 0.0221
SBUX / Starbucks Corporation 0.01 -0.62 1.04 -7.17 0.4928 -0.0878
UNP / Union Pacific Corporation 0.00 -6.65 1.03 -9.12 0.4886 -0.0992
EMR / Emerson Electric Co. 0.01 -4.34 1.01 16.34 0.4810 0.0287
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.01 -18.29 1.00 -12.71 0.4771 -0.1206
FDX / FedEx Corporation 0.00 -16.40 1.00 -22.07 0.4738 -0.1912
SNOW / Snowflake Inc. 0.00 -15.73 0.96 29.01 0.4548 0.0692
QCOM / QUALCOMM Incorporated 0.01 4.95 0.94 8.79 0.4478 -0.0024
UNH / UnitedHealth Group Incorporated 0.00 52.15 0.94 -9.36 0.4466 -0.0926
ABBV / AbbVie Inc. 0.01 1.22 0.94 -10.33 0.4464 -0.0981
ITW / Illinois Tool Works Inc. 0.00 3.63 0.92 3.24 0.4394 -0.0258
BX / Blackstone Inc. 0.01 1.55 0.92 8.72 0.4390 -0.0029
SO / The Southern Company 0.01 2.78 0.89 2.64 0.4248 -0.0279
TSCO / Tractor Supply Company 0.02 2.67 0.88 -1.67 0.4200 -0.0473
BLK / BlackRock, Inc. 0.00 10.08 0.88 21.85 0.4194 0.0433
ACN / Accenture plc 0.00 3.64 0.88 -0.68 0.4171 -0.0426
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 8.87 0.87 12.50 0.4153 0.0117
AVGO / Broadcom Inc. 0.00 55.61 0.86 156.59 0.4075 0.2335
PANW / Palo Alto Networks, Inc. 0.00 30.07 0.85 56.04 0.4054 0.1211
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 2.24 0.83 12.86 0.3968 0.0121
AXP / American Express Company 0.00 16.55 0.80 38.13 0.3792 0.0789
LDOS / Leidos Holdings, Inc. 0.00 17.95 0.78 37.81 0.3712 0.0767
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.01 18.71 0.76 33.16 0.3629 0.0647
JNJ / Johnson & Johnson 0.00 7.26 0.74 -1.20 0.3520 -0.0377
NKE / NIKE, Inc. 0.01 6.20 0.72 18.81 0.3428 0.0273
CEG / Constellation Energy Corporation 0.00 263.47 0.71 485.95 0.3375 0.2741
ENVX / Enovix Corporation 0.07 7.15 0.70 50.76 0.3324 0.0915
GBTC / Grayscale Bitcoin Trust (BTC) 0.01 45.26 0.69 89.26 0.3269 0.1378
COP / ConocoPhillips 0.01 -4.31 0.69 -18.24 0.3263 -0.1102
TT / Trane Technologies plc 0.00 0.60 0.66 30.45 0.3161 0.0513
SYY / Sysco Corporation 0.01 -5.60 0.64 -4.75 0.3056 -0.0452
DHR / Danaher Corporation 0.00 10.96 0.63 7.09 0.3015 -0.0070
DIS / The Walt Disney Company 0.01 3.55 0.63 30.02 0.2989 0.0476
LMT / Lockheed Martin Corporation 0.00 12.91 0.62 17.01 0.2946 0.0192
DHI / D.R. Horton, Inc. 0.00 0.34 0.61 1.67 0.2905 -0.0218
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF 0.02 0.60 0.2855 0.2855
PAYX / Paychex, Inc. 0.00 -0.55 0.60 -6.26 0.2852 -0.0475
LLY / Eli Lilly and Company 0.00 25.53 0.60 18.45 0.2843 0.0218
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 0.00 0.59 9.29 0.2799 -0.0004
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF 0.01 17.59 0.58 27.49 0.2736 0.0387
UBER / Uber Technologies, Inc. 0.01 72.09 0.57 120.46 0.2720 0.1370
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.01 -3.23 0.57 -3.56 0.2708 -0.0363
OXY / Occidental Petroleum Corporation 0.01 10.05 0.55 -6.45 0.2624 -0.0441
CRWD / CrowdStrike Holdings, Inc. 0.00 5.93 0.55 53.09 0.2596 0.0740
MA / Mastercard Incorporated 0.00 1.26 0.54 3.64 0.2575 -0.0141
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 2.14 0.54 39.28 0.2566 0.0551
CGDV / Capital Group Dividend Value ETF 0.01 66.62 0.53 84.56 0.2503 0.1020
AFL / Aflac Incorporated 0.00 -10.80 0.52 -15.37 0.2488 -0.0729
MU / Micron Technology, Inc. 0.00 4.34 0.52 48.00 0.2467 0.0644
ORLY / O'Reilly Automotive, Inc. 0.01 1,411.84 0.52 -4.96 0.2462 -0.0369
TSLA / Tesla, Inc. 0.00 0.74 0.52 23.68 0.2459 0.0281
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.00 0.49 2.49 0.2352 -0.0159
CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF 0.02 0.00 0.49 0.20 0.2344 -0.0213
BROS / Dutch Bros Inc. 0.01 5.63 0.49 17.15 0.2307 0.0150
KMI / Kinder Morgan, Inc. 0.02 -3.27 0.48 -0.41 0.2300 -0.0224
BAC / Bank of America Corporation 0.01 -5.75 0.47 6.90 0.2212 -0.0052
CMG / Chipotle Mexican Grill, Inc. 0.01 5.99 0.46 18.51 0.2196 0.0169
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.00 0.46 18.51 0.2195 0.0171
TJX / The TJX Companies, Inc. 0.00 69.51 0.45 72.03 0.2138 0.0777
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 -1.72 0.44 9.20 0.2090 -0.0001
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 17.30 0.44 26.96 0.2084 0.0288
NFLX / Netflix, Inc. 0.00 51.44 0.42 118.13 0.2006 0.0997
NUE / Nucor Corporation 0.00 0.42 0.2000 0.2000
LIN / Linde plc 0.00 7.72 0.41 8.71 0.1961 -0.0015
EOSE / Eos Energy Enterprises, Inc. 0.08 5.53 0.39 43.22 0.1859 0.0436
OMC / Omnicom Group Inc. 0.01 -6.87 0.39 -19.13 0.1851 -0.0655
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.00 0.39 8.08 0.1848 -0.0021
ETD / Ethan Allen Interiors Inc. 0.01 2.02 0.39 2.65 0.1842 -0.0122
ROK / Rockwell Automation, Inc. 0.00 11.95 0.39 44.03 0.1836 0.0441
LSTR / Landstar System, Inc. 0.00 -10.56 0.39 -17.20 0.1832 -0.0589
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 0.00 0.38 3.28 0.1800 -0.0108
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.00 112.60 0.36 127.85 0.1715 0.0892
BMY / Bristol-Myers Squibb Company 0.01 0.05 0.34 -23.94 0.1617 -0.0712
PCAR / PACCAR Inc 0.00 0.06 0.34 -2.30 0.1617 -0.0194
TGT / Target Corporation 0.00 52.93 0.34 44.64 0.1605 0.0391
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 6.53 0.33 18.02 0.1588 0.0112
KR / The Kroger Co. 0.00 0.00 0.33 6.05 0.1586 -0.0051
PRU / Prudential Financial, Inc. 0.00 8.15 0.33 3.77 0.1573 -0.0081
AMGN / Amgen Inc. 0.00 1.91 0.33 -8.64 0.1562 -0.0309
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.00 0.32 10.84 0.1509 0.0018
RSG / Republic Services, Inc. 0.00 0.00 0.31 2.00 0.1455 -0.0108
URI / United Rentals, Inc. 0.00 21.67 0.30 46.04 0.1407 0.0355
PSX / Phillips 66 0.00 1.11 0.28 -2.43 0.1338 -0.0160
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.00 0.28 4.89 0.1331 -0.0056
MRVL / Marvell Technology, Inc. 0.00 4.01 0.28 30.99 0.1327 0.0217
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 0.00 0.27 -1.45 0.1296 -0.0143
STAG / STAG Industrial, Inc. 0.01 0.11 0.26 0.39 0.1225 -0.0108
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.00 0.00 0.26 5.81 0.1215 -0.0040
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 0.00 0.25 0.00 0.1200 -0.0111
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 3.47 0.24 25.26 0.1136 0.0143
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -0.83 0.23 8.37 0.1112 -0.0009
DVN / Devon Energy Corporation 0.01 39.00 0.23 18.27 0.1110 0.0083
PEP / PepsiCo, Inc. 0.00 -5.46 0.23 -16.97 0.1098 -0.0344
O / Realty Income Corporation 0.00 3.62 0.23 2.68 0.1098 -0.0069
PLD / Prologis, Inc. 0.00 0.05 0.23 -5.74 0.1095 -0.0178
STZ / Constellation Brands, Inc. 0.00 -5.21 0.22 -15.91 0.1056 -0.0319
UPS / United Parcel Service, Inc. 0.00 0.23 0.22 -8.37 0.1046 -0.0198
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 109.01 0.22 131.91 0.1039 0.0547
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.22 2.36 0.1034 -0.0069
BLE / BlackRock Municipal Income Trust II 0.02 -13.05 0.22 -15.89 0.1034 -0.0312
KMB / Kimberly-Clark Corporation 0.00 -8.86 0.22 -17.49 0.1034 -0.0335
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.00 0.00 0.22 0.00 0.1026 -0.0094
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF 0.01 30.45 0.21 30.25 0.1006 0.0158
TWLO / Twilio Inc. 0.00 0.00 0.21 27.61 0.0990 0.0137
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 4.24 0.18 4.60 0.0869 -0.0040
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF 0.00 9.03 0.17 18.57 0.0790 0.0059
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0.00 0.00 0.16 7.53 0.0749 -0.0014
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 0.16 16.54 0.0739 0.0044
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.00 0.00 0.14 13.82 0.0666 0.0022
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 -0.37 0.13 0.00 0.0639 -0.0061
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 0.00 0.11 7.55 0.0545 -0.0007
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.10 9.68 0.0489 0.0003
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -11.31 0.10 -2.06 0.0455 -0.0052
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.00 0.00 0.09 8.75 0.0417 -0.0003
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.00 0.00 0.08 7.79 0.0395 -0.0007
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF 0.00 0.00 0.08 9.33 0.0392 0.0001
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.08 2.56 0.0382 -0.0026
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF 0.00 0.00 0.08 2.67 0.0371 -0.0021
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 0.00 0.07 7.25 0.0352 -0.0008
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 0.19 0.07 15.52 0.0320 0.0015
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 0.00 0.06 0.00 0.0304 -0.0028
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 340.00 0.06 342.86 0.0297 0.0223
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 0.05 20.45 0.0252 0.0019
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.00 0.05 0.0227 0.0227
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF 0.00 0.00 0.04 0.00 0.0204 -0.0016
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF 0.00 0.00 0.04 0.00 0.0201 -0.0019
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF 0.00 0.00 0.04 0.00 0.0198 -0.0017
IXN / iShares Trust - iShares Global Tech ETF 0.00 0.00 0.04 20.59 0.0198 0.0020
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.44 0.04 5.13 0.0197 -0.0008
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF 0.00 0.00 0.03 0.00 0.0154 -0.0014
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 0.00 0.03 3.33 0.0149 -0.0008
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF 0.00 0.00 0.03 -6.45 0.0142 -0.0021
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.00 0.65 0.03 12.00 0.0133 -0.0000
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF 0.00 0.00 0.03 0.00 0.0130 -0.0014
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -49.49 0.03 -50.94 0.0126 -0.0150
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.00 0.03 4.00 0.0125 -0.0007
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 0.02 0.0094 0.0094
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 -68.16 0.02 -62.50 0.0086 -0.0167
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.00 0.01 7.69 0.0070 -0.0002
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 450.00 0.01 500.00 0.0059 0.0048
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.01 20.00 0.0059 0.0004
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 0.01 0.0048 0.0048
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.00 0.00 0.01 12.50 0.0046 0.0000
IBB / iShares Trust - iShares Biotechnology ETF 0.00 0.00 0.01 0.00 0.0045 -0.0005
OXY.WS / Occidental Petroleum Corporation - Equity Warrant 0.00 0.00 0.01 -20.00 0.0039 -0.0018
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.01 20.00 0.0030 -0.0001
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.00 0.00 0.00 0.00 0.0021 -0.0004
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 0.00 0.00 0.0016 0.0016
CPB / The Campbell's Company 0.00 -100.00 0.00 0.0000
DD / DuPont de Nemours, Inc. 0.00 -100.00 0.00 0.0000
BEN / Franklin Resources, Inc. 0.00 -100.00 0.00 0.0000
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.00 -100.00 0.00 0.0000
KD / Kyndryl Holdings, Inc. 0.00 -100.00 0.00 0.0000
NVG / Nuveen AMT-Free Municipal Credit Income Fund 0.00 -100.00 0.00 0.0000
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.00 -100.00 0.00 0.0000
PODD / Insulet Corporation 0.00 -100.00 0.00 0.0000
SHOP / Shopify Inc. 0.00 -100.00 0.00 0.0000
ALK / Alaska Air Group, Inc. 0.00 -100.00 0.00 0.0000
YUM / Yum! Brands, Inc. 0.00 -100.00 0.00 0.0000
PNR / Pentair plc 0.00 -100.00 0.00 0.0000
ABNB / Airbnb, Inc. 0.00 -100.00 0.00 0.0000
ADP / Automatic Data Processing, Inc. 0.00 -100.00 0.00 0.0000
DLR / Digital Realty Trust, Inc. 0.00 -100.00 0.00 0.0000
OSK / Oshkosh Corporation 0.00 -100.00 0.00 0.0000
GNRC / Generac Holdings Inc. 0.00 -100.00 0.00 0.0000
PEG / Public Service Enterprise Group Incorporated 0.00 -100.00 0.00 0.0000
CP / Canadian Pacific Kansas City Limited 0.00 -100.00 0.00 0.0000
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.00 -100.00 0.00 0.0000
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -100.00 0.00 0.0000
CHRW / C.H. Robinson Worldwide, Inc. 0.00 -100.00 0.00 0.0000
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 0.00 -100.00 0.00 0.0000
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
OGN / Organon & Co. 0.00 -100.00 0.00 0.0000
BTC / Grayscale Bitcoin Mini Trust 0.00 -100.00 0.00 0.0000
WY / Weyerhaeuser Company 0.00 -100.00 0.00 0.0000
CVS / CVS Health Corporation 0.00 -100.00 0.00 0.0000
OFIX / Orthofix Medical Inc. 0.00 -100.00 0.00 0.0000
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 -100.00 0.00 0.0000
C / Citigroup Inc. 0.00 -100.00 0.00 0.0000
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 -100.00 0.00 0.0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
RBLX / Roblox Corporation 0.00 -100.00 0.00 0.0000
SUN / Sunoco LP - Limited Partnership 0.00 -100.00 0.00 0.0000
COKE / Coca-Cola Consolidated, Inc. 0.00 -100.00 0.00 0.0000
NMAX / Newsmax Inc. 0.00 -100.00 0.00 0.0000
LVS / Las Vegas Sands Corp. 0.00 -100.00 0.00 0.0000
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.00 -100.00 0.00 0.0000
ARKK / ARK ETF Trust - ARK Innovation ETF 0.00 -100.00 0.00 0.0000
SABA / Saba Capital Income & Opportunities Fund II 0.00 -100.00 0.00 0.0000
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.00 -100.00 0.00 0.0000
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.00 -100.00 0.00 0.0000
UMAC / Unusual Machines, Inc. 0.00 -100.00 0.00 -100.00 -0.0266
FXC / Invesco CurrencyShares Canadian Dollar Trust 0.00 -100.00 0.00 0.0000
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
WMB / The Williams Companies, Inc. 0.00 -100.00 0.00 0.0000
PCG / PG&E Corporation 0.00 -100.00 0.00 0.0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 -100.00 0.00 0.0000
APA / APA Corporation 0.00 -100.00 0.00 0.0000
IDV / iShares Trust - iShares International Select Dividend ETF 0.00 -100.00 0.00 0.0000
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 0.00 0.0000
TTD / The Trade Desk, Inc. 0.00 -100.00 0.00 0.0000
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF 0.00 -100.00 0.00 0.0000
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF 0.00 -100.00 0.00 0.0000
GE / General Electric Company 0.00 -100.00 0.00 0.0000
FTRE / Fortrea Holdings Inc. 0.00 -100.00 0.00 0.0000
SONO / Sonos, Inc. 0.00 -100.00 0.00 0.0000
HPQ / HP Inc. 0.00 -100.00 0.00 0.0000
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.00 -100.00 0.00 0.0000
BA / The Boeing Company 0.00 -100.00 0.00 0.0000
WSM / Williams-Sonoma, Inc. 0.00 -100.00 0.00 0.0000
ECL / Ecolab Inc. 0.00 -100.00 0.00 0.0000
BDX / Becton, Dickinson and Company 0.00 -100.00 0.00 0.0000
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -100.00 0.00 0.0000
TRV / The Travelers Companies, Inc. 0.00 -100.00 0.00 0.0000
SOFI / SoFi Technologies, Inc. 0.00 -100.00 0.00 0.0000
BWXT / BWX Technologies, Inc. 0.00 -100.00 0.00 0.0000
MGM / MGM Resorts International 0.00 -100.00 0.00 0.0000
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
LEU / Centrus Energy Corp. 0.00 -100.00 0.00 0.0000
IRM / Iron Mountain Incorporated 0.00 -100.00 0.00 0.0000
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 -100.00 0.00 0.0000
MRP / Millrose Properties, Inc. 0.00 -100.00 0.00 0.0000
JWN / Nordstrom, Inc. 0.00 -100.00 0.00 0.0000
SIRI / Sirius XM Holdings Inc. 0.00 -100.00 0.00 0.0000
A / Agilent Technologies, Inc. 0.00 -100.00 0.00 0.0000
AMD / Advanced Micro Devices, Inc. 0.00 -100.00 0.00 0.0000
GM / General Motors Company 0.00 -100.00 0.00 0.0000
ENPH / Enphase Energy, Inc. 0.00 -100.00 0.00 0.0000
CTVA / Corteva, Inc. 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
CAN / Canaan Inc. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
NU / Nu Holdings Ltd. 0.00 -100.00 0.00 0.0000
PRCT / PROCEPT BioRobotics Corporation 0.00 -100.00 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 0.00 0.0000
GPN / Global Payments Inc. 0.00 -100.00 0.00 0.0000
VLO / Valero Energy Corporation 0.00 -100.00 0.00 0.0000
CB / Chubb Limited 0.00 -100.00 0.00 0.0000
ICE / Intercontinental Exchange, Inc. 0.00 -100.00 0.00 0.0000
COIN / Coinbase Global, Inc. 0.00 -100.00 0.00 0.0000
MTB / M&T Bank Corporation 0.00 -100.00 0.00 0.0000
VTRS / Viatris Inc. 0.00 -100.00 0.00 0.0000
D / Dominion Energy, Inc. 0.00 -100.00 0.00 0.0000
PKG / Packaging Corporation of America 0.00 -100.00 0.00 0.0000
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.00 -100.00 0.00 0.0000
PYPL / PayPal Holdings, Inc. 0.00 -100.00 0.00 -100.00 -0.0015
SMCI / Super Micro Computer, Inc. 0.00 -100.00 0.00 -100.00 -0.0018
CLOV / Clover Health Investments, Corp. 0.00 -100.00 0.00 -100.00 -0.0093
BITO / ProShares Trust - ProShares Bitcoin ETF 0.00 -100.00 0.00 0.0000
INTC / Intel Corporation 0.00 -100.00 0.00 -100.00 -0.0084
GLD / SPDR Gold Trust 0.00 -100.00 0.00 -100.00 -0.0352
SLV / iShares Silver Trust 0.00 -100.00 0.00 -100.00 -0.0137
DUK / Duke Energy Corporation 0.00 -100.00 0.00 -100.00 -0.0721
PLUG / Plug Power Inc. 0.00 -100.00 0.00 0.0000 -0.0001
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
CALI / BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF 0.00 -100.00 0.00 0.0000
TMFE / The RBB Fund, Inc. - Motley Fool Capital Efficiency 100 Index ETF 0.00 -100.00 0.00 0.0000
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.00 -100.00 0.00 0.0000
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.00 -100.00 0.00 0.0000
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.00 -100.00 0.00 0.0000
GD / General Dynamics Corporation 0.00 -100.00 0.00 0.0000
HR / Healthcare Realty Trust Incorporated 0.00 -100.00 0.00 0.0000
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.00 -100.00 0.00 0.0000
CMI / Cummins Inc. 0.00 -100.00 0.00 0.0000
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc. 0.00 -100.00 0.00 0.0000
ETN / Eaton Corporation plc 0.00 -100.00 0.00 0.0000
EA / Electronic Arts Inc. 0.00 -100.00 0.00 0.0000
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.00 -100.00 0.00 0.0000
NWN / Northwest Natural Holding Company 0.00 -100.00 0.00 0.0000
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.00 -100.00 0.00 0.0000
MMM / 3M Company 0.00 -100.00 0.00 0.0000
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF 0.00 -100.00 0.00 0.0000
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 -100.00 0.00 0.0000
BANR / Banner Corporation 0.00 -100.00 0.00 0.0000
CCL / Carnival Corporation & plc 0.00 -100.00 0.00 0.0000
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 0.00 -100.00 0.00 0.0000
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.00 -100.00 0.00 0.0000
EVR / Evercore Inc. 0.00 -100.00 0.00 0.0000
BJ / BJ's Wholesale Club Holdings, Inc. 0.00 -100.00 0.00 0.0000
SNAP / Snap Inc. 0.00 -100.00 0.00 0.0000
MDLZ / Mondelez International, Inc. 0.00 -100.00 0.00 0.0000
EVRG / Evergy, Inc. 0.00 -100.00 0.00 0.0000
AMTM / Amentum Holdings, Inc. 0.00 -100.00 0.00 0.0000
PDT / John Hancock Premium Dividend Fund 0.00 -100.00 0.00 0.0000
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.00 -100.00 0.00 0.0000
DKS / DICK'S Sporting Goods, Inc. 0.00 -100.00 0.00 0.0000
CL / Colgate-Palmolive Company 0.00 -100.00 0.00 0.0000
NEA / Nuveen AMT-Free Quality Municipal Income Fund 0.00 -100.00 0.00 0.0000
DOW / Dow Inc. 0.00 -100.00 0.00 0.0000
RIVN / Rivian Automotive, Inc. 0.00 -100.00 0.00 0.0000
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.00 -100.00 0.00 0.0000
NCDL / Nuveen Churchill Direct Lending Corp. 0.00 -100.00 0.00 0.0000
ARKB / ARK 21Shares Bitcoin ETF 0.00 -100.00 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
FIBK / First Interstate BancSystem, Inc. 0.00 -100.00 0.00 0.0000
WYNN / Wynn Resorts, Limited 0.00 -100.00 0.00 0.0000
GBCI / Glacier Bancorp, Inc. 0.00 -100.00 0.00 0.0000
LYB / LyondellBasell Industries N.V. 0.00 -100.00 0.00 0.0000
IP / International Paper Company 0.00 -100.00 0.00 0.0000
HAL / Halliburton Company 0.00 -100.00 0.00 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -100.00 0.00 0.0000
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF 0.00 -100.00 0.00 0.0000
ALLE / Allegion plc 0.00 -100.00 0.00 0.0000
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
MET / MetLife, Inc. 0.00 -100.00 0.00 0.0000
CMS / CMS Energy Corporation 0.00 -100.00 0.00 0.0000
PSA / Public Storage 0.00 -100.00 0.00 0.0000
MSTR / Strategy Inc 0.00 -100.00 0.00 0.0000
ALL / The Allstate Corporation 0.00 -100.00 0.00 0.0000
LHX / L3Harris Technologies, Inc. 0.00 -100.00 0.00 0.0000
TTC / The Toro Company 0.00 -100.00 0.00 0.0000
TEL / TE Connectivity plc 0.00 -100.00 0.00 0.0000
CINF / Cincinnati Financial Corporation 0.00 -100.00 0.00 0.0000
AMT / American Tower Corporation 0.00 -100.00 0.00 0.0000
EQR / Equity Residential 0.00 -100.00 0.00 0.0000
TPR / Tapestry, Inc. 0.00 -100.00 0.00 0.0000
GILD / Gilead Sciences, Inc. 0.00 -100.00 0.00 0.0000
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
SPWR / Complete Solaria, Inc. 0.00 -100.00 0.00 0.0000
PENN / PENN Entertainment, Inc. 0.00 -100.00 0.00 0.0000
LNG / Cheniere Energy, Inc. 0.00 -100.00 0.00 0.0000
WFC / Wells Fargo & Company 0.00 -100.00 0.00 0.0000
F / Ford Motor Company 0.00 -100.00 0.00 0.0000
CMCSA / Comcast Corporation 0.00 -100.00 0.00 0.0000
SHW / The Sherwin-Williams Company 0.00 -100.00 0.00 0.0000
HY / Hyster-Yale, Inc. 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000
LAD / Lithia Motors, Inc. 0.00 -100.00 0.00 0.0000
JPI / Nuveen Preferred Securities & Income Opportunities Fund 0.00 -100.00 0.00 0.0000
CGUS / Capital Group Core Equity ETF 0.00 -100.00 0.00 0.0000
WEC / WEC Energy Group, Inc. 0.00 -100.00 0.00 0.0000
ESTC / Elastic N.V. 0.00 -100.00 0.00 0.0000
NOC / Northrop Grumman Corporation 0.00 -100.00 0.00 0.0000
XBI / SPDR Series Trust - SPDR S&P Biotech ETF 0.00 -100.00 0.00 0.0000
LEN / Lennar Corporation 0.00 -100.00 0.00 0.0000
AEP / American Electric Power Company, Inc. 0.00 -100.00 0.00 0.0000
ETH / Grayscale Ethereum Mini Trust ETF 0.00 -100.00 0.00 0.0000
SRE / Sempra 0.00 -100.00 0.00 0.0000
SPG / Simon Property Group, Inc. 0.00 -100.00 0.00 0.0000
NXPI / NXP Semiconductors N.V. 0.00 -100.00 0.00 0.0000
TRMB / Trimble Inc. 0.00 -100.00 0.00 0.0000
EXR / Extra Space Storage Inc. 0.00 -100.00 0.00 0.0000
FNF / Fidelity National Financial, Inc. 0.00 -100.00 0.00 0.0000
CSX / CSX Corporation 0.00 -100.00 0.00 0.0000
LRCX / Lam Research Corporation 0.00 -100.00 0.00 0.0000
HLN / Haleon plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
MELI / MercadoLibre, Inc. 0.00 -100.00 0.00 0.0000
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF 0.00 -100.00 0.00 0.0000
EMN / Eastman Chemical Company 0.00 -100.00 0.00 0.0000
DOV / Dover Corporation 0.00 -100.00 0.00 0.0000
MKL / Markel Group Inc. 0.00 -100.00 0.00 0.0000
PNC / The PNC Financial Services Group, Inc. 0.00 -100.00 0.00 0.0000
JPC / Nuveen Preferred & Income Opportunities Fund 0.00 -100.00 0.00 0.0000
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.00 -100.00 0.00 0.0000
STLD / Steel Dynamics, Inc. 0.00 -100.00 0.00 0.0000
VRT / Vertiv Holdings Co 0.00 -100.00 0.00 0.0000
SPGI / S&P Global Inc. 0.00 -100.00 0.00 0.0000
ONL / Orion Properties Inc. 0.00 -100.00 0.00 0.0000
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF 0.00 -100.00 0.00 0.0000
IRTC / iRhythm Technologies, Inc. 0.00 -100.00 0.00 0.0000
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF 0.00 -100.00 0.00 0.0000
LH / Labcorp Holdings Inc. 0.00 -100.00 0.00 0.0000
ATI / ATI Inc. 0.00 -100.00 0.00 0.0000
SWX / Southwest Gas Holdings, Inc. 0.00 -100.00 0.00 0.0000
IBIT / iShares Bitcoin Trust ETF 0.00 -100.00 0.00 0.0000
LULU / lululemon athletica inc. 0.00 -100.00 0.00 0.0000
AB / AllianceBernstein Holding L.P. - Limited Partnership 0.00 -100.00 0.00 0.0000
PATH / UiPath Inc. 0.00 -100.00 0.00 0.0000
PM / Philip Morris International Inc. 0.00 -100.00 0.00 0.0000
T / AT&T Inc. 0.00 -100.00 0.00 0.0000
CE / Celanese Corporation 0.00 -100.00 0.00 0.0000
DE / Deere & Company 0.00 -100.00 0.00 0.0000
OEUR / ALPS ETF Trust - ALPS | O'Shares Europe Quality Dividend ETF 0.00 -100.00 0.00 0.0000
EOG / EOG Resources, Inc. 0.00 -100.00 0.00 0.0000
VRTX / Vertex Pharmaceuticals Incorporated 0.00 -100.00 0.00 0.0000
OMER / Omeros Corporation 0.00 -100.00 0.00 -100.00 -0.0295
CGGO / Capital Group Global Growth Equity ETF 0.00 -100.00 0.00 0.0000
OM / Outset Medical, Inc. 0.00 -100.00 0.00 0.0000
UDN / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bearish Fund 0.00 -100.00 0.00 0.0000
LTRN / Lantern Pharma Inc. 0.00 -100.00 0.00 0.0000
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 -100.00 0.00 0.0000
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.00 -100.00 0.00 0.0000
INVESTMENT MANAGERS SER TR I / AXS CHANGE FINAN (46144X107) 0.00 -100.00 0.00 0.0000
MPC / Marathon Petroleum Corporation 0.00 -100.00 0.00 0.0000
COLB / Columbia Banking System, Inc. 0.00 -100.00 0.00 0.0000
CGBL / Capital Group Core Balanced ETF 0.00 -100.00 0.00 0.0000
TOST / Toast, Inc. 0.00 -100.00 0.00 0.0000
LYFT / Lyft, Inc. 0.00 -100.00 0.00 0.0000
JCI / Johnson Controls International plc 0.00 -100.00 0.00 0.0000
WBA / Walgreens Boots Alliance, Inc. 0.00 -100.00 0.00 0.0000
IPG / The Interpublic Group of Companies, Inc. 0.00 -100.00 0.00 0.0000
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund 0.00 -100.00 0.00 0.0000
IR / Ingersoll Rand Inc. 0.00 -100.00 0.00 0.0000
MO / Altria Group, Inc. 0.00 -100.00 0.00 0.0000
FANG / Diamondback Energy, Inc. 0.00 -100.00 0.00 0.0000
CARR / Carrier Global Corporation 0.00 -100.00 0.00 0.0000
DJT / Trump Media & Technology Group Corp. 0.00 -100.00 0.00 -100.00 -0.0010
DSGX / The Descartes Systems Group Inc. 0.00 -100.00 0.00 0.0000
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund 0.00 -100.00 0.00 0.0000
GSK / GSK plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
FR / First Industrial Realty Trust, Inc. 0.00 -100.00 0.00 0.0000
NCLH / Norwegian Cruise Line Holdings Ltd. 0.00 -100.00 0.00 0.0000
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF 0.00 -100.00 0.00 0.0000
DGX / Quest Diagnostics Incorporated 0.00 -100.00 0.00 0.0000
NEM / Newmont Corporation 0.00 -100.00 0.00 0.0000
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF 0.00 -100.00 0.00 0.0000
ADI / Analog Devices, Inc. 0.00 -100.00 0.00 0.0000
PJT / PJT Partners Inc. 0.00 -100.00 0.00 0.0000
GLW / Corning Incorporated 0.00 -100.00 0.00 0.0000
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -100.00 0.00 0.0000
SLVM / Sylvamo Corporation 0.00 -100.00 0.00 0.0000
ATEC / Alphatec Holdings, Inc. 0.00 -100.00 0.00 0.0000
SCHW / The Charles Schwab Corporation 0.00 -100.00 0.00 0.0000
XYZ / Block, Inc. 0.00 -100.00 0.00 0.0000
GSPY / Tidal Trust I - Gotham Enhanced 500 ETF 0.00 -100.00 0.00 0.0000
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.0043
ADM / Archer-Daniels-Midland Company 0.00 -100.00 0.00 0.0000
COOK / Traeger, Inc. 0.00 -100.00 0.00 0.0000
GEV / GE Vernova Inc. 0.00 -100.00 0.00 0.0000
NTAP / NetApp, Inc. 0.00 -100.00 0.00 0.0000
SLB / Schlumberger Limited 0.00 -100.00 0.00 0.0000
ET / Energy Transfer LP - Limited Partnership 0.00 -100.00 0.00 0.0000
CCI / Crown Castle Inc. 0.00 -100.00 0.00 0.0000
GIS / General Mills, Inc. 0.00 -100.00 0.00 0.0000
J / Jacobs Solutions Inc. 0.00 -100.00 0.00 0.0000
RGTI / Rigetti Computing, Inc. 0.00 -100.00 0.00 0.0000
GEHC / GE HealthCare Technologies Inc. 0.00 -100.00 0.00 0.0000
IDA / IDACORP, Inc. 0.00 -100.00 0.00 0.0000
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.00 -100.00 0.00 0.0000
NEE / NextEra Energy, Inc. 0.00 -100.00 0.00 0.0000
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 -100.00 0.00 0.0000
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 -100.00 0.00 0.0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 0.00 0.0000
BITB / Bitwise Bitcoin ETF Trust 0.00 -100.00 0.00 0.0000
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
SOLV / Solventum Corporation 0.00 -100.00 0.00 0.0000
SOUN / SoundHound AI, Inc. 0.00 -100.00 0.00 0.0000
DPZ / Domino's Pizza, Inc. 0.00 -100.00 0.00 0.0000
WAB / Westinghouse Air Brake Technologies Corporation 0.00 -100.00 0.00 0.0000
DELL / Dell Technologies Inc. 0.00 -100.00 0.00 0.0000
DXCM / DexCom, Inc. 0.00 -100.00 0.00 0.0000
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF 0.00 -100.00 0.00 0.0000
VLTO / Veralto Corporation 0.00 -100.00 0.00 0.0000
SFIX / Stitch Fix, Inc. 0.00 -100.00 0.00 0.0000
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -100.00 0.00 0.0000
KHC / The Kraft Heinz Company 0.00 -100.00 0.00 0.0000