| AAPL Apple Inc. | 8.44% | 25,492 | $5.4M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 8.24% | 10,474 | $5.2M | Reduce -0.2% |
| FMB First Trust Managed Municipa | 4.67% | 58,222 | $3.0M | Reduce -20.4% |
| BND Vanguard Total Bond Market | 3.82% | 33,720 | $2.4M | Reduce -16.4% |
| AMZN Amazon.com Inc. | 3.73% | 12,277 | $2.4M | Reduce -1.7% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 3.55% | 84,553 | $2.3M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.43% | 5,830 | $2.2M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.42% | 9,964 | $2.2M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 3.30% | 11,522 | $2.1M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.10% | 12,272 | $2.0M | Reduce -1.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.02% | 19,770 | $1.9M | Add +12.5% |
| MSFT Microsoft Corp. | 2.48% | 3,532 | $1.6M | Add +2.6% |
| META Meta Platforms Inc. Class A | 2.47% | 3,110 | $1.6M | Add +1.4% |
| SCHX Schwab US Large-Cap ETF | 2.25% | 22,227 | $1.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.20% | 6,929 | $1.4M | Add +1.7% |
| LLY Eli Lilly & Co. | 2.11% | 1,481 | $1.3M | Add +2.4% |
| HYLB Xtrackers Usd High Yield Cor | 1.98% | 35,546 | $1.3M | Reduce -3.5% |
| FPE FT-Preferred Secur & Inc. ETF | 1.98% | 72,427 | $1.3M | Reduce -15.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.93% | 2 | $1.2M | No change |
| HD Home Depot Inc. | 1.89% | 3,489 | $1.2M | Add +6.5% |
| PLD Prologis Inc. | 1.88% | 10,657 | $1.2M | Add +0.9% |
| MCD McDonald's Corp. | 1.68% | 4,205 | $1.1M | Add +14.3% |
| SCHA Schwab US Small-Cap ETF | 1.56% | 20,862 | $990K | Reduce -1.4% |
| WMT Walmart Inc. | 1.44% | 13,534 | $916K | Reduce -0.8% |
| KO The Coca-Cola Co. | 1.34% | 13,404 | $853K | Reduce -2.3% |
| MLPA Global X MLP ETF | 0.94% | 12,296 | $596K | Add +13.6% |
| VNQ Vanguard Real Estate ETF | 0.90% | 6,850 | $574K | Add +27.2% |
| VCIT Vanguard Int-Term Corporate | 0.82% | 6,525 | $521K | Reduce -17.7% |
| PZA Invesco National Amt-Free Mu | 0.82% | 21,930 | $519K | No change |
| NVDA Nvidia Corp. | 0.73% | 3,739 | $462K | Reduce -22.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.70% | 8,845 | $447K | Reduce -12.5% |
| IVV iShares Core S&P 500 ETF | 0.63% | 738 | $403K | Add +48.8% |
| RACE Ferrari NV | 0.62% | 964 | $393K | Add +10.6% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 3,566 | $380K | Add +3.5% |
| HYD Vaneck High Yield Muni ETF | 0.58% | 7,101 | $367K | Reduce -1.3% |
| PGX Invesco Preferred ETF | 0.57% | 31,586 | $365K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 3,506 | $348K | Reduce -5.6% |
| ABT Abbott Laboratories | 0.54% | 3,277 | $341K | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.49% | 7,486 | $309K | Reduce -4.8% |
| J Jacobs Solutions Inc. | 0.48% | 2,204 | $308K | Reduce -14.9% |
| DUK Duke Energy Corp. | 0.48% | 3,069 | $308K | Add +7.5% |
| TSLA Tesla Inc. | 0.43% | 1,384 | $274K | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 495 | $273K | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 543 | $260K | Reduce -9.5% |
| FPX First Trust US Equity Opport | 0.36% | 2,315 | $230K | Reduce -2.2% |
| BLOK Amplify Blockchain Tech ETF | 0.33% | 5,930 | $210K | Reduce -3.6% |
| PAWZ Proshares Pet Care ETF | 0.33% | 3,895 | $210K | Reduce -11.3% |
| PSCH Invesco S&P Smallcap Health | 0.30% | 4,467 | $190K | Reduce -0.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.30% | 1,187 | $189K | Reduce -1.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.29% | 3,370 | $186K | Reduce -4.4% |
| IVE iShares S&P 500 Value ETF | 0.28% | 987 | $180K | Add +24.8% |
| V Visa Inc. Class A | 0.25% | 610 | $160K | Reduce -5.3% |
| YUMC Yum China Holdings Inc. | 0.25% | 5,131 | $158K | Reduce -27.5% |
| GOOG Alphabet Inc. Class C | 0.23% | 801 | $147K | Add +0.1% |
| PFE Pfizer Inc. | 0.21% | 4,811 | $135K | Reduce -29.5% |
| CSCO Cisco Systems Inc. | 0.21% | 2,780 | $132K | Reduce -4.0% |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 2,050 | $128K | No change |
| COST Costco Wholesale Corp. | 0.20% | 150 | $127K | Add +1.4% |
| MMIT Nylim Mackay Muni Intermedia | 0.20% | 5,158 | $125K | Add +1.0% |
| ORCL Oracle Corp. | 0.19% | 873 | $123K | Add +0.5% |
| CP Canadian Pacific Kansas City | 0.19% | 1,565 | $123K | Add +59.5% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.18% | 1,965 | $116K | New |
| WM Waste Management Inc. | 0.16% | 479 | $102K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 2,011 | $99K | Add +21.9% |
| ADBE Adobe Inc. | 0.15% | 172 | $96K | No change |
| ILMN Illumina Inc. | 0.15% | 900 | $94K | Reduce -26.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 536 | $93K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 179 | $91K | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.14% | 413 | $91K | Add +0.7% |
| AMT American Tower Corp. | 0.14% | 468 | $91K | Add +1.3% |
| JNJ Johnson & Johnson | 0.14% | 608 | $89K | Add +0.8% |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 1,712 | $86K | Add +2.3% |
| MRK Merck & Co. Inc. | 0.13% | 690 | $85K | Add +11.7% |
| ALL Allstate Corp. | 0.13% | 527 | $84K | Add +0.8% |
| RTX RTX Corp. | 0.12% | 774 | $78K | Add +0.8% |
| COIN Coinbase Global Inc. Class A | 0.12% | 346 | $77K | No change |
| WELL Welltower Inc. | 0.10% | 641 | $67K | Add +0.9% |
| ELV Elevance Health Inc. | 0.10% | 121 | $65K | Add +505.0% |
| NFLX Netflix Inc. | 0.10% | 92 | $62K | Add +7.0% |
| NEE Nextera Energy Inc. | 0.10% | 872 | $62K | No change |
| AXP American Express Co. | 0.10% | 262 | $61K | Add +0.8% |
| AKAM Akamai Technologies Inc. | 0.09% | 655 | $59K | No change |
| HON Honeywell International Inc. | 0.09% | 275 | $59K | Add +1.1% |
| AVB Avalonbay Communities Inc. | 0.09% | 281 | $58K | Add +1.4% |
| MGM MGM Resorts International | 0.09% | 1,281 | $57K | No change |
| SYK Stryker Corp. | 0.09% | 164 | $56K | Add +1.2% |
| AVGO Broadcom Inc. | 0.09% | 35 | $55K | New |
| ADM Archer-Daniels-Midland Co. | 0.09% | 896 | $54K | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.08% | 116 | $54K | Add +84.1% |
| CVX Chevron Corp. | 0.08% | 342 | $53K | Add +1.2% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 798 | $52K | Add +0.8% |
| UDR Udr Inc. | 0.08% | 1,254 | $52K | Add +1.2% |
| EQIX Equinix Inc. | 0.08% | 66 | $49K | Add +3.1% |
| RDVY First Trust Rising Dividend | 0.08% | 902 | $49K | Add +24.6% |
| O Realty Income Corp. | 0.08% | 931 | $49K | Add +1.6% |
| MAR Marriott International Class A | 0.08% | 202 | $49K | Add +1.0% |
| DLTR Dollar Tree Inc. | 0.07% | 442 | $47K | No change |
| UPS United Parcel Service Class B | 0.07% | 344 | $47K | Add +1.8% |
| REGN Regeneron Pharmaceuticals | 0.07% | 44 | $46K | No change |
| DGX Quest Diagnostics Inc. | 0.07% | 329 | $45K | Add +0.9% |
| CVS CVS Health Corp. | 0.07% | 737 | $44K | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 591 | $43K | New |
| XPO Xpo Inc. | 0.06% | 387 | $41K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.06% | 332 | $40K | Add +1.2% |
| HST Host Hotels & Resorts Inc. | 0.06% | 2,212 | $40K | Add +1.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.06% | 1,356 | $39K | Add +1.5% |
| NDAQ Nasdaq Inc. | 0.06% | 641 | $39K | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.06% | 635 | $38K | Add +26.8% |
| MU Micron Technology Inc. | 0.06% | 287 | $38K | New |
| SCHW Schwab (charles) Corp. | 0.06% | 509 | $37K | Add +0.6% |
| C Citigroup Inc. | 0.06% | 589 | $37K | Reduce -13.5% |
| EBAY eBay Inc. | 0.06% | 684 | $37K | Add +0.7% |
| YUM Yum! Brands Inc. | 0.06% | 278 | $37K | Add +1.1% |
| DLR Digital Realty Trust Inc. | 0.06% | 239 | $36K | Add +1.3% |
| DOC Healthpeak Properties Inc. | 0.06% | 1,818 | $36K | Add +1.6% |
| REXR Rexford Industrial Realty Inc. | 0.05% | 780 | $35K | Add +1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 139 | $35K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 300 | $35K | New |
| FC Franklin Covey Co. | 0.05% | 905 | $34K | No change |
| MPLX MPLX LP | 0.05% | 744 | $32K | Add +2.2% |
| VNM Vaneck Vietnam ETF | 0.05% | 2,523 | $31K | Add +4.3% |
| CUBE Cubesmart | 0.05% | 646 | $29K | Add +1.4% |
| FISV Fiserv Inc. | 0.04% | 190 | $28K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 476 | $28K | Reduce -32.5% |
| CCI Crown Castle Inc. | 0.04% | 284 | $28K | Add +2.5% |
| ADC Agree Realty Corp. | 0.04% | 439 | $27K | Add +1.4% |
| TFC Truist Financial Corp. | 0.04% | 691 | $27K | Reduce -16.9% |
| AGG iShares Core U.S. Aggregate | 0.04% | 274 | $27K | New |
| SHEL Shell PLC-ADR | 0.04% | 365 | $26K | Add +1.4% |
| ELS Equity Lifestyle Properties | 0.04% | 403 | $26K | Add +1.3% |
| TRNO Terreno Realty Corp. | 0.04% | 429 | $25K | Add +0.9% |
| TOL Toll Brothers Inc. | 0.04% | 219 | $25K | Add +0.9% |
| NGG National Grid PLC-SP ADR | 0.04% | 441 | $25K | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.04% | 389 | $24K | Add +0.5% |
| KRC Kilroy Realty Corp. | 0.04% | 770 | $24K | Add +1.7% |
| AEE Ameren Corporation | 0.04% | 337 | $24K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 58 | $24K | Add +314.3% |
| INVH Invitation Homes Inc. | 0.04% | 651 | $23K | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 572 | $23K | Reduce -10.2% |
| HR Healthcare Realty Trust Inc. | 0.03% | 1,334 | $22K | Add +2.1% |
| PG The Procter & Gamble Co. | 0.03% | 134 | $22K | Add +1.5% |
| CSX CSX Corp. | 0.03% | 648 | $22K | Add +0.5% |
| MANU Manchester United PLC Class A | 0.03% | 1,328 | $21K | No change |
| UAL United Airlines Holdings Inc. | 0.03% | 438 | $21K | Add +59.9% |
| LIN Linde PLC | 0.03% | 49 | $21K | Add +512.5% |
| DOW Dow Inc. | 0.03% | 393 | $21K | Add +1.8% |
| ARE Alexandria Real Estate Equit | 0.03% | 173 | $20K | Add +1.8% |
| SBUX Starbucks Corp. | 0.03% | 259 | $20K | Add +38.5% |
| CRM Salesforce Inc. | 0.03% | 78 | $20K | Add +1.3% |
| NNN NNN REIT Inc. | 0.03% | 462 | $20K | No change |
| GXO Gxo Logistics Inc. | 0.03% | 387 | $20K | No change |
| VTR Ventas Inc. | 0.03% | 371 | $19K | Add +1.4% |
| MPC Marathon Petroleum Corp. | 0.03% | 110 | $19K | Add +1.9% |
| MET Metlife Inc. | 0.03% | 265 | $19K | Add +1.1% |
| COLD Americold Realty Trust Inc. | 0.03% | 727 | $19K | Add +1.3% |
| AVAV Aerovironment Inc. | 0.03% | 100 | $18K | No change |
| KIM Kimco Realty Corp. | 0.03% | 934 | $18K | Add +1.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 253 | $18K | Add +0.8% |
| BRX Brixmor Property Group Inc. | 0.03% | 776 | $18K | Add +1.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 46 | $18K | Add +187.5% |
| TM Toyota Motor Corp. -Spon ADR | 0.03% | 86 | $18K | Add +2.4% |
| EXR Extra Space Storage Inc. | 0.03% | 113 | $17K | Add +2.7% |
| TGT Target Corp. | 0.03% | 118 | $17K | Add +1.7% |
| ABBV Abbvie Inc. | 0.03% | 96 | $17K | Add +1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 211 | $16K | Add +0.5% |
| ZTS Zoetis Inc. | 0.02% | 91 | $16K | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 355 | $16K | Add +38.7% |
| IEMG iShares Core MSCI Emerging | 0.02% | 290 | $15K | Add +683.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.02% | 265 | $15K | Add +0.4% |
| IHG Intercontinental Hotels-ADR | 0.02% | 139 | $15K | Add +1.5% |
| MO Altria Group Inc. | 0.02% | 305 | $14K | Add +2.7% |
| MMM 3M Co. | 0.02% | 130 | $13K | No change |
| GLPI Gaming and Leisure Propertie | 0.02% | 291 | $13K | Add +2.1% |
| EMB iShares JP Morgan Usd Emergi | 0.02% | 147 | $13K | Add +141.0% |
| PYPL PayPal Holdings Inc. | 0.02% | 221 | $13K | Reduce -29.2% |
| AMLP Alerian MLP ETF | 0.02% | 261 | $12K | Add +2.4% |
| UMC United Microelectron-SP ADR | 0.02% | 1,400 | $12K | No change |
| FDX FedEx Corp. | 0.02% | 41 | $12K | Add +2.5% |
| EPRT Essential Properties Realty | 0.02% | 440 | $12K | Add +1.4% |
| AMD Advanced Micro Devices | 0.02% | 72 | $12K | Add +24.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.02% | 427 | $12K | New |
| LAMR Lamar Advertising Co. Class A | 0.02% | 97 | $12K | Add +2.1% |
| KMB Kimberly-Clark Corp. | 0.02% | 83 | $11K | No change |
| VLO Valero Energy Corp. | 0.02% | 73 | $11K | Add +2.8% |
| CB Chubb Ltd. | 0.02% | 44 | $11K | Add +2.3% |
| UNP Union Pacific Corp. | 0.02% | 50 | $11K | Add +4.2% |
| PFFA Virtus Infracap US Pref STCK | 0.02% | 521 | $11K | Add +2.6% |
| RKT Rocket Cos Inc. Class A | 0.02% | 750 | $10K | No change |
| RXO Rxo Inc. | 0.02% | 387 | $10K | No change |
| XHS SS SPDR S&P HC Services ETF | 0.02% | 112 | $10K | No change |
| SCHR Schwab Intermediate-Term US | 0.02% | 203 | $10K | Add +25.3% |
| CARR Carrier Global Corp. | 0.01% | 148 | $9K | Add +0.7% |
| SBAC SBA Communications Corp. | 0.01% | 47 | $9K | Add +2.2% |
| TMFC Motley Fool 100 Index ETF | 0.01% | 171 | $9K | Add +0.6% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.01% | 225 | $9K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 100 | $9K | Add +1.0% |
| VT Vanguard Tot World STK ETF | 0.01% | 81 | $9K | No change |
| TSCO Tractor Supply Company | 0.01% | 34 | $9K | Add +3.0% |
| BXMT Blackstone Mortgage Tru Class A | 0.01% | 517 | $9K | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 34 | $9K | Add +3.0% |
| WEC WEC Energy Group Inc. | 0.01% | 111 | $9K | No change |
| DASH DoorDash Inc. Class A | 0.01% | 80 | $9K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 127 | $8K | Add +2.4% |
| GMED Globus Medical Inc. Class A | 0.01% | 122 | $8K | New |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.01% | 204 | $8K | Add +2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 170 | $8K | Add +1.8% |
| UBER Uber Technologies Inc. | 0.01% | 100 | $7K | Reduce -52.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 150 | $7K | Add +37.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 104 | $7K | No change |
| AFL Aflac Inc. | 0.01% | 75 | $7K | No change |
| PINS Pinterest Inc. Class A | 0.01% | 150 | $7K | No change |
| OSG Octave Specialty Group Inc. filed as AMBAC FINL GROUP INC | 0.01% | 500 | $6K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 196 | $6K | Reduce -3.0% |
| T AT&T Inc. | 0.01% | 310 | $6K | Add +2483.3% |
| DUOL Duolingo | 0.01% | 27 | $6K | No change |
| CWH Camping World Holdings Inc. Class A | 0.01% | 314 | $6K | Add +1.0% |
| SCHP Schwab U.S. Tips ETF | 0.01% | 107 | $6K | Add +137.8% |
| ABNB Airbnb Inc. Class A | 0.01% | 36 | $5K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 65 | $5K | Add +3.2% |
| IDXX Idexx Laboratories Inc. | 0.01% | 10 | $5K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 69 | $5K | Add +3.0% |
| SWK Stanley Black & Decker Inc. | 0.01% | 58 | $5K | Add +3.6% |
| CAG Conagra Brands Inc. | 0.01% | 160 | $5K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 130 | $5K | Add +0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 99 | $4K | Add +2.1% |
| PM Philip Morris International | 0.01% | 43 | $4K | Add +2.4% |
| AWK American Water Works Co. Inc. | 0.01% | 33 | $4K | Add +3.1% |
| TTWO Take-Two Interactive Softwre | 0.01% | 27 | $4K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 141 | $4K | Add +0.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 76 | $4K | Add +1.3% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.01% | 315 | $4K | New |
| VXF Vanguard Extended Market ETF | 0.01% | 24 | $4K | Add +4.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 203 | $3K | Add +2.5% |
| CTVA Corteva Inc. | 0.01% | 64 | $3K | Add +1.6% |
| FIS Fidelity National Info Serv | 0.01% | 46 | $3K | Add +2.2% |
| CCK Crown Holdings Inc. | 0.01% | 45 | $3K | Add +2.3% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 76 | $3K | Add +5.6% |
| BCS Barclays PLC-Spons ADR | 0.01% | 295 | $3K | Add +1.4% |
| REYN Reynolds Consumer Products I | 0.00% | 108 | $3K | Add +1.9% |
| UL Unilever PLC | 0.00% | 53 | $3K | Add +1.9% |
| ACN Accenture PLC Class A | 0.00% | 9 | $3K | Reduce -10.0% |
| BP BP PLC-Spons ADR | 0.00% | 75 | $3K | Add +1.4% |
| SNY Sanofi-ADR | 0.00% | 54 | $3K | Add +1.9% |
| RBLX Roblox Corp. Class A | 0.00% | 70 | $3K | Reduce -49.3% |
| GUNR NT Mstar GLBL NR ETF | 0.00% | 64 | $3K | No change |
| GBCI Glacier Bancorp Inc. | 0.00% | 69 | $3K | Add +3.0% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 31 | $3K | Add +3.3% |
| PNW Pinnacle West Capital | 0.00% | 33 | $3K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 64 | $2K | Add +1.6% |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 63 | $2K | Add +1.6% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 69 | $2K | Add +1.5% |
| WTAI Wisdomtree AI and Innovation | 0.00% | 110 | $2K | New |
| OKTA Okta Inc. | 0.00% | 24 | $2K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 39 | $2K | Add +2.6% |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 125 | $2K | Add +2.5% |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 244 | $2K | Add +0.4% |
| WPP WPP PLC-Sponsored ADR | 0.00% | 48 | $2K | Add +2.1% |
| GRAL Grail Inc. | 0.00% | 136 | $2K | Reduce -33.4% |
| NET Cloudflare Inc. Class A | 0.00% | 25 | $2K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 12 | $2K | No change |
| CCL Carnival Corp. | 0.00% | 109 | $2K | Reduce -49.1% |
| PUBM Pubmatic Inc. Class A | 0.00% | 100 | $2K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 293 | $2K | Reduce -50.3% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 15 | $2K | Add +7.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 67 | $2K | Reduce -33.7% |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 63 | $2K | Add +3.3% |
| SOLV Solventum Corp. | 0.00% | 32 | $2K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 24 | $2K | Add +4.3% |
| AAL American Airlines Group Inc. | 0.00% | 140 | $2K | No change |
| VTRS Viatris Inc. | 0.00% | 147 | $2K | Reduce -8.7% |
| VAC Marriott Vacations World | 0.00% | 18 | $2K | Add +5.9% |
| DKNG Draftkings Inc. Class A | 0.00% | 40 | $2K | No change |
| EBND State Street SPDR Bloomberg | 0.00% | 76 | $1K | Add +2.7% |
| PUK Prudential PLC-ADR | 0.00% | 82 | $1K | Add +1.2% |
| RXT Rackspace Technology Inc. | 0.00% | 500 | $1K | No change |
| VTIP Vanguard Short-Term Tips | 0.00% | 30 | $1K | New |
| TV Grupo Televisa SA-Spon ADR | 0.00% | 494 | $1K | Add +7.6% |
| EPI Wisdomtree India Earnings | 0.00% | 25 | $1K | No change |
| SHC Sotera Health Co. | 0.00% | 100 | $1K | No change |
| IAU iShares Gold Trust | 0.00% | 27 | $1K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 18 | $1K | Add +5.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.00% | 34 | $1K | No change |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 49 | $983 | Add +4.3% |
| NTSX Wisdomtree US Efficient Core | 0.00% | 20 | $837 | Add +400.0% |
| WMG Warner Music Group Corp. Class A | 0.00% | 26 | $782 | Add +4.0% |
| KHC The Kraft Heinz Co. | 0.00% | 25 | $776 | Add +8.7% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 11 | $582 | New |
| XYZ Block Inc. | 0.00% | 8 | $516 | No change |
| ACI Albertsons Cos Inc. Class A | 0.00% | 26 | $505 | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 6 | $388 | New |
| CGC Canopy Growth Corp. | 0.00% | 43 | $276 | Add +2.4% |
| DAL Delta Air Lines Inc. | 0.00% | 6 | $240 | Add +20.0% |
| OPEN Opendoor Technologies Inc. | 0.00% | 125 | $230 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 137 | $227 | No change |
| MDT Medtronic PLC | 0.00% | 3 | $162 | Add +50.0% |
| BYND Beyond Meat Inc. | 0.00% | 18 | $121 | No change |
| DIV Global X Superdividend Use | 0.00% | 6 | $93 | Add +20.0% |
| DOMA Doma Holdings Inc. | 0.00% | 8 | $49 | No change |
| CONTEXTLOGIC INC - A | 0.00% | 8 | $45 | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 2 | $43 | Add +100.0% |
| SNAP Snap Inc. Class A | 0.00% | 2 | $33 | No change |
| ONL Orion Properties Inc. filed as ORION OFFICE REIT INC | 0.00% | 7 | $23 | Add +16.7% |
| WBD Warner Bros Discovery Inc. | 0.00% | 2 | $15 | No change |