HAZLETT, BURT & WATSON, INC. Diversified Active

CIK: 0000046392 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 5, 2025

Total Value ($000): $222 (100.0% shares, 0.0% debt)

Holdings (813)

AAPL APPLE INC 5.5%
Value ($000) $12 Shares 54,732 Est. Cost $169.63 Unrealized +36.0%
SCHD SCHWAB STRATEGIC TR 4.7%
Value ($000) $11 Shares 377,641 Est. Cost $18.92 Unrealized
QQQ INVESCO QQQ TR 4.6%
Value ($000) $10 Shares 21,865 Est. Cost $227.02 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $6 Shares 16,502 Est. Cost $303.07 Unrealized +33.7%
AMZN AMAZON COM INC 2.6%
Value ($000) $6 Shares 30,529 Est. Cost $135.09 Unrealized +60.6%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $4 Shares 35,143 Est. Cost $84.94 Unrealized +26.2%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $4 Shares 6,821 Est. Cost $359.10 Unrealized +50.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $3 Shares 6,322 Est. Cost $326.27 Unrealized +49.0%
JNJ JOHNSON &JOHNSON 1.4%
Value ($000) $3 Shares 18,727 Est. Cost $150.15 Unrealized +1.5%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $3 Shares 27,260 Est. Cost $104.56 Unrealized +21.2%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3 Shares 16,342 Est. Cost $147.44 Unrealized +11.2%
DVY ISHARES TR 1.2%
Value ($000) $3 Shares 19,967 Est. Cost $118.43 Unrealized
DGRO ISHARES TR 1.2%
Value ($000) $3 Shares 42,199 Est. Cost $33.92 Unrealized
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $3 Shares 5,806 Est. Cost $436.97 Unrealized +2.6%
JPM JPMORGAN CHASE &CO. 1.1%
Value ($000) $3 Shares 10,443 Est. Cost $135.07 Unrealized +85.8%
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $2 Shares 12,663 Est. Cost $73.81 Unrealized
PGIM SHORT DUR HIG YLD OPP F 1.0%
Value ($000) $2 Shares 133,851 Est. Cost $0.02 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $2 Shares 5,819 Est. Cost $314.58 Unrealized +21.0%
VGT VANGUARD WORLD FD 0.9%
Value ($000) $2 Shares 3,831 Est. Cost $387.99 Unrealized
MGV VANGUARD WORLD FD 0.9%
Value ($000) $2 Shares 15,711 Est. Cost $49.21 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2 Shares 9,477 Est. Cost $141.60 Unrealized +33.7%
UNP UNION PAC CORP 0.9%
Value ($000) $2 Shares 8,310 Est. Cost $225.95 Unrealized +4.3%
HSY HERSHEY CO 0.9%
Value ($000) $2 Shares 11,479 Est. Cost $184.66 Unrealized -13.8%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2 Shares 2,053 Est. Cost $616.35 Unrealized +57.5%
V VISA INC 0.9%
Value ($000) $2 Shares 5,504 Est. Cost $225.08 Unrealized +49.4%
AVGO BROADCOM INC 0.8%
Value ($000) $2 Shares 10,970 Est. Cost $152.42 Unrealized +37.7%
IHI ISHARES TR 0.8%
Value ($000) $2 Shares 30,512 Est. Cost $48.48 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $2 Shares 12,515 Est. Cost $104.60 Unrealized +54.5%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2 Shares 3,368 Est. Cost $7.30 Unrealized
MOAT VANECK ETF TRUST 0.8%
Value ($000) $2 Shares 19,528 Est. Cost $0.08 Unrealized
TLH ISHARES TR 0.8%
Value ($000) $2 Shares 16,538 Est. Cost $0.10 Unrealized
PAVE GLOBAL X FDS 0.8%
Value ($000) $2 Shares 44,741 Est. Cost $9.08 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2 Shares 13,563 Est. Cost $7.31 Unrealized
RTX RTX CORPORATION 0.7%
Value ($000) $2 Shares 11,859 Est. Cost $98.49 Unrealized +26.7%
IVE ISHARES TR 0.7%
Value ($000) $2 Shares 7,975 Est. Cost $20.47 Unrealized
COWZ PACER FDS TR 0.7%
Value ($000) $1 Shares 27,370 Est. Cost $0.67 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1 Shares 23,057 Est. Cost $0.06 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1 Shares 9,315 Est. Cost $118.45 Unrealized +52.6%
GOOG ALPHABET INC 0.6%
Value ($000) $1 Shares 8,804 Est. Cost $125.06 Unrealized +45.9%
DGRW WISDOMTREE TR 0.6%
Value ($000) $1 Shares 17,188 Est. Cost $8.03 Unrealized
DHR DANAHER CORPORATION 0.6%
Value ($000) $1 Shares 6,587 Est. Cost $260.49 Unrealized -16.7%
ALL ALLSTATE CORP 0.6%
Value ($000) $1 Shares 6,490 Est. Cost $156.99 Unrealized +21.8%
FLQM FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $1 Shares 24,623 Est. Cost $0.05 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1 Shares 13,913 Est. Cost $8.97 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1 Shares 8,605 Est. Cost $153.13 Unrealized -6.3%
LLY ELI LILLY &CO 0.6%
Value ($000) $1 Shares 1,524 Est. Cost $513.60 Unrealized +61.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1 Shares 7,505 Est. Cost $130.39 Unrealized +15.4%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $1 Shares 4,551 Est. Cost $277.73 Unrealized -7.9%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1 Shares 10,745 Est. Cost $101.55 Unrealized +17.0%
CAT CATERPILLAR INC 0.5%
Value ($000) $1 Shares 3,525 Est. Cost $223.54 Unrealized +57.4%
KO COCA COLA CO 0.5%
Value ($000) $1 Shares 15,488 Est. Cost $57.71 Unrealized +12.6%
IJJ ISHARES TR 0.5%
Value ($000) $1 Shares 8,948 Est. Cost $33.94 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1 Shares 1,821 Est. Cost $355.74 Unrealized +80.8%
AMGN AMGEN INC 0.4%
Value ($000) $1 Shares 3,189 Est. Cost $206.16 Unrealized +39.3%
NFLX NETFLIX INC 0.4%
Value ($000) $1 Shares 1,056 Est. Cost $63.50 Unrealized +49.8%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $1 Shares 5,459 Est. Cost $161.64 Unrealized +13.4%
IJS ISHARES TR 0.4%
Value ($000) $1 Shares 9,601 Est. Cost $70.13 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1 Shares 4,330 Est. Cost $179.23 Unrealized +10.7%
IGM ISHARES TR 0.4%
Value ($000) $1 Shares 10,111 Est. Cost $3.94 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1 Shares 9,782 Est. Cost $83.64 Unrealized +5.0%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1 Shares 10,289 Est. Cost $86.13 Unrealized +11.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1 Shares 1,534 Est. Cost $211.79 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $1 Shares 3,185 Est. Cost $219.01 Unrealized +41.1%
ASML ASML HOLDING N V 0.4%
Value ($000) $1 Shares 1,235 Est. Cost $341.35 Unrealized
CALF PACER FDS TR 0.3%
Value ($000) $1 Shares 20,522 Est. Cost $0.04 Unrealized
DOV DOVER CORP 0.3%
Value ($000) $1 Shares 4,350 Est. Cost $177.57 Unrealized +7.2%
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1 Shares 25,436 Est. Cost $0.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1 Shares 1,527 Est. Cost $566.50 Unrealized -4.7%
TFI SPDR SER TR 0.3%
Value ($000) $1 Shares 16,739 Est. Cost $0.05 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1 Shares 8,046 Est. Cost $71.28 Unrealized
EXE EXPAND ENERGY CORPORATION 0.3%
Value ($000) $1 Shares 6,610 Est. Cost $77.11 Unrealized +31.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $1 Shares 4,302 Est. Cost $9.92 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $1 Shares 2,034 Est. Cost $22.83 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1 Shares 10,313 Est. Cost $28.93 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1 Shares 11,305 Est. Cost $38.88 Unrealized +31.2%
GLD SPDR GOLD TR 0.3%
Value ($000) $1 Shares 2,325 Est. Cost $100.90 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $1 Shares 4,913 Est. Cost $34.00 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1 Shares 9,769 Est. Cost $0.06 Unrealized
FULT FULTON FINL CORP PA 0.3%
Value ($000) $1 Shares 35,293 Est. Cost $14.96 Unrealized +25.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $1 Shares 10,297 Est. Cost $49.22 Unrealized +22.1%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1 Shares 22,188 Est. Cost $14.35 Unrealized +86.0%
BLK BLACKROCK INC 0.3%
Value ($000) $1 Shares 645 Est. Cost $986.03 Unrealized -2.5%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1 Shares 2,275 Est. Cost $181.05 Unrealized +61.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 13,350 Est. Cost $38.81 Unrealized +2.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1 Shares 2,892 Est. Cost $72.91 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1 Shares 1,053 Est. Cost $42.36 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1 Shares 6,727 Est. Cost $58.56 Unrealized +58.7%
BUG GLOBAL X FDS 0.3%
Value ($000) $1 Shares 18,199 Est. Cost $0.03 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1 Shares 5,823 Est. Cost $138.24 Unrealized -23.1%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $1 Shares 1,200 Est. Cost $395.45 Unrealized +27.8%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1 Shares 3,959 Est. Cost $142.96 Unrealized +16.6%
GE GE AEROSPACE 0.3%
Value ($000) $1 Shares 2,808 Est. Cost $111.34 Unrealized +75.8%
SPTL SPDR SER TR 0.2%
Value ($000) $1 Shares 20,338 Est. Cost $0.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1 Shares 998 Est. Cost $390.64 Unrealized +51.2%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 21,502 Est. Cost $3.66 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1 Shares 1,381 Est. Cost $488.17 Unrealized -12.2%
IJK ISHARES TR 0.2%
Value ($000) $1 Shares 6,345 Est. Cost $38.20 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1 Shares 3,404 Est. Cost $157.30 Unrealized +1.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1 Shares 3,279 Est. Cost $87.64 Unrealized +56.3%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 12,608 Est. Cost $48.78 Unrealized -12.5%
EOG EOG RES INC 0.2%
Value ($000) $1 Shares 4,002 Est. Cost $122.13 Unrealized +2.5%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,621 Est. Cost $209.46 Unrealized +65.2%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $1 Shares 2,151 Est. Cost $199.50 Unrealized +20.4%
BAC BANK AMERICA CORP 0.2%
Value ($000) $0 Shares 11,772 Est. Cost $39.84 Unrealized +9.5%
IJH ISHARES TR 0.2%
Value ($000) $0 Shares 7,804 Est. Cost $27.96 Unrealized
PPL PPL CORP 0.2%
Value ($000) $0 Shares 12,337 Est. Cost $26.12 Unrealized +26.0%
FISV FISERV INC 0.2%
Value ($000) $0 Shares 2,018 Est. Cost $144.79 Unrealized +51.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 3,008 Est. Cost $104.18 Unrealized
HUBB HUBBELL INC 0.2%
Value ($000) $0 Shares 1,322 Est. Cost $383.93 Unrealized -0.3%
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 1,626 Est. Cost $165.32 Unrealized +47.0%
MKC MCCORMICK &CO INC 0.2%
Value ($000) $0 Shares 5,046 Est. Cost $76.04 Unrealized +0.4%
DE DEERE &CO 0.2%
Value ($000) $0 Shares 892 Est. Cost $365.14 Unrealized +26.4%
IEFA ISHARES TR 0.2%
Value ($000) $0 Shares 5,477 Est. Cost $0.96 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $0 Shares 5,493 Est. Cost $46.00 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $0 Shares 2,177 Est. Cost $4.54 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 1,298 Est. Cost $157.28 Unrealized
DLN WISDOMTREE TR 0.2%
Value ($000) $0 Shares 5,044 Est. Cost $43.54 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 5,482 Est. Cost $63.40 Unrealized +13.6%
LOW LOWES COS INC 0.2%
Value ($000) $0 Shares 1,694 Est. Cost $215.80 Unrealized +12.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 7,886 Est. Cost $32.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $0 Shares 6,428 Est. Cost $57.39 Unrealized -3.3%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 4,934 Est. Cost $61.74 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 15,238 Est. Cost $41.82 Unrealized -40.9%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $0 Shares 6,013 Est. Cost $57.53 Unrealized +14.3%
MRK MERCK &CO INC 0.2%
Value ($000) $0 Shares 4,216 Est. Cost $84.57 Unrealized +6.6%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $0 Shares 4,801 Est. Cost $102.41 Unrealized -1.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $0 Shares 6,160 Est. Cost $26.44 Unrealized +109.6%
UNILEVER PLC 0.2%
Value ($000) $0 Shares 6,065 Est. Cost $39.49 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $0 Shares 3,435 Est. Cost $89.41 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 3,393 Est. Cost $81.59 Unrealized +18.6%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 2,692 Est. Cost $70.96 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $0 Shares 8,722 Est. Cost $0.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $0 Shares 659 Est. Cost $461.99 Unrealized +8.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $0 Shares 1,120 Est. Cost $197.27 Unrealized +49.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $0 Shares 1,988 Est. Cost $146.65 Unrealized +26.1%
INTC INTEL CORP 0.2%
Value ($000) $0 Shares 14,968 Est. Cost $39.41 Unrealized -44.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $0 Shares 5,893 Est. Cost $0.05 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 664 Est. Cost $435.97 Unrealized +26.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $0 Shares 2,925 Est. Cost $55.34 Unrealized +81.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $0 Shares 3,945 Est. Cost $57.29 Unrealized +41.4%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 2,611 Est. Cost $87.62 Unrealized +36.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $0 Shares 3,050 Est. Cost $138.71 Unrealized -19.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $86.97 Unrealized +10.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 1,318 Est. Cost $145.39 Unrealized +50.2%
IXJ ISHARES TR 0.1%
Value ($000) $0 Shares 3,329 Est. Cost $87.11 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $0 Shares 2,769 Est. Cost $132.41 Unrealized -15.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,317 Est. Cost $70.58 Unrealized +47.7%
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 79 Est. Cost $2160.30 Unrealized +59.7%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 817 Est. Cost $164.69 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,096 Est. Cost $153.92 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $0 Shares 1,254 Est. Cost $252.93 Unrealized -5.4%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,583 Est. Cost $133.84 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $0 Shares 2,345 Est. Cost $0.12 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 4,034 Est. Cost $52.97 Unrealized +39.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 4,027 Est. Cost $67.70 Unrealized +1.4%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 5,139 Est. Cost $33.54 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 830 Est. Cost $160.66 Unrealized +123.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $0 Shares 2,488 Est. Cost $85.52 Unrealized +15.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $0 Shares 1,468 Est. Cost $230.40 Unrealized -22.8%
ITOT ISHARES TR 0.1%
Value ($000) $0 Shares 2,189 Est. Cost $0.11 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $0 Shares 2,753 Est. Cost $105.68 Unrealized -4.8%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 6,582 Est. Cost $6.48 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 8,908 Est. Cost $16.05 Unrealized +51.7%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 9,338 Est. Cost $0.03 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $0 Shares 3,253 Est. Cost $55.12 Unrealized +6.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $0 Shares 3,640 Est. Cost $108.88 Unrealized -28.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $0 Shares 1,955 Est. Cost $90.00 Unrealized +22.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $0 Shares 3,850 Est. Cost $31.38 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $0 Shares 2,608 Est. Cost $0.10 Unrealized
APD AIR PRODS &CHEMS INC 0.1%
Value ($000) $0 Shares 800 Est. Cost $235.16 Unrealized +27.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $0 Shares 662 Est. Cost $316.00 Unrealized +20.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,773 Est. Cost $72.55 Unrealized +21.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 2,087 Est. Cost $93.30 Unrealized +16.8%
IWP ISHARES TR 0.1%
Value ($000) $0 Shares 1,995 Est. Cost $60.81 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 901 Est. Cost $207.82 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 753 Est. Cost $216.11 Unrealized +27.8%
IAU ISHARES GOLD TR 0.1%
Value ($000) $0 Shares 3,871 Est. Cost $0.05 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $0 Shares 446 Est. Cost $463.58 Unrealized +1.4%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $0 Shares 1,520 Est. Cost $143.83 Unrealized -10.3%
NVS NOVARTIS AG 0.1%
Value ($000) $0 Shares 2,020 Est. Cost $71.02 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 687 Est. Cost $288.60 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 888 Est. Cost $167.69 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 369 Est. Cost $439.16 Unrealized +26.9%
SOXX ISHARES TR 0.1%
Value ($000) $0 Shares 1,145 Est. Cost $158.23 Unrealized
CSX CSX CORP 0.1%
Value ($000) $0 Shares 7,309 Est. Cost $33.55 Unrealized -6.7%
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 269 Est. Cost $133.59 Unrealized +44.3%
VLTO VERALTO CORP 0.1%
Value ($000) $0 Shares 2,187 Est. Cost $103.42 Unrealized -3.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 2,841 Est. Cost $35.51 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $0 Shares 1,719 Est. Cost $70.93 Unrealized +69.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 1,597 Est. Cost $98.77 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 904 Est. Cost $18.55 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $0 Shares 4,140 Est. Cost $40.39 Unrealized +13.0%
IWS ISHARES TR 0.1%
Value ($000) $0 Shares 1,597 Est. Cost $72.81 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 4,256 Est. Cost $0.04 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 2,408 Est. Cost $72.15 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 1,351 Est. Cost $130.00 Unrealized +11.7%
WSBC WESBANCO INC 0.1%
Value ($000) $0 Shares 6,339 Est. Cost $35.70 Unrealized -6.5%
EFV ISHARES TR 0.1%
Value ($000) $0 Shares 3,277 Est. Cost $3.98 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 321 Est. Cost $406.65 Unrealized +59.5%
IXUS ISHARES TR 0.1%
Value ($000) $0 Shares 2,763 Est. Cost $0.06 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $0 Shares 358 Est. Cost $31.23 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $0 Shares 1,597 Est. Cost $86.32 Unrealized +45.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $89.80 Unrealized +3.3%
SJM SMUCKER J M CO 0.1%
Value ($000) $0 Shares 1,553 Est. Cost $107.60 Unrealized -3.0%
IEMG ISHARES INC 0.1%
Value ($000) $0 Shares 3,384 Est. Cost $0.09 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 2,948 Est. Cost $0.06 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 910 Est. Cost $168.86 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 654 Est. Cost $263.29 Unrealized +17.2%
TSLA TESLA INC 0.1%
Value ($000) $0 Shares 701 Est. Cost $221.83 Unrealized +50.2%
VMC VULCAN MATLS CO 0.1%
Value ($000) $0 Shares 770 Est. Cost $180.88 Unrealized +39.4%
USMV ISHARES TR 0.1%
Value ($000) $0 Shares 1,913 Est. Cost $74.62 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $0 Shares 588 Est. Cost $200.69 Unrealized +73.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $0 Shares 3,502 Est. Cost $5.50 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $0 Shares 774 Est. Cost $229.75 Unrealized -1.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $0 Shares 128 Est. Cost $534.00 Unrealized +133.6%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 686 Est. Cost $52.15 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 666 Est. Cost $248.02 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 5,508 Est. Cost $9.94 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 500 Est. Cost $190.45 Unrealized +74.2%
EFG ISHARES TR 0.1%
Value ($000) $0 Shares 1,676 Est. Cost $13.17 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 654 Est. Cost $56.48 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $0 Shares 524 Est. Cost $317.66 Unrealized +10.0%
QUAL ISHARES TR 0.1%
Value ($000) $0 Shares 948 Est. Cost $0.16 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 936 Est. Cost $16.64 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 509 Est. Cost $242.05 Unrealized +21.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 412 Est. Cost $268.53 Unrealized +40.4%
GLW CORNING INC 0.1%
Value ($000) $0 Shares 3,303 Est. Cost $42.03 Unrealized +15.5%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $0 Shares 2,098 Est. Cost $85.77 Unrealized +23.9%
SAP SAP SE 0.1%
Value ($000) $0 Shares 560 Est. Cost $108.32 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $0 Shares 1,741 Est. Cost $2.24 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 4,023 Est. Cost $41.73 Unrealized -16.0%
FDX FEDEX CORP 0.1%
Value ($000) $0 Shares 592 Est. Cost $221.82 Unrealized +14.3%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $0 Shares 1,923 Est. Cost $15.09 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $0 Shares 225 Est. Cost $682.18 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $0 Shares 837 Est. Cost $123.04 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 1,801 Est. Cost $29.88 Unrealized +6.8%
DEO DIAGEO PLC 0.1%
Value ($000) $0 Shares 1,295 Est. Cost $203.58 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $0 Shares 198 Est. Cost $575.16 Unrealized +7.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $0 Shares 2,097 Est. Cost $70.29 Unrealized +37.6%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $0 Shares 1,650 Est. Cost $63.26 Unrealized +13.7%
XPND FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 4,600 Est. Cost $15.00 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,640 Est. Cost $48.86 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $0 Shares 2,907 Est. Cost $34.12 Unrealized +21.3%
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $0 Shares 9,722 Est. Cost $11.28 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $0 Shares 2,277 Est. Cost $27.07 Unrealized
MET METLIFE INC 0.1%
Value ($000) $0 Shares 1,549 Est. Cost $60.41 Unrealized +34.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,758 Est. Cost $43.64 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $0 Shares 3,004 Est. Cost $43.76 Unrealized -8.8%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 3,435 Est. Cost $0.03 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $0 Shares 2,100 Est. Cost $50.12 Unrealized
RMD RESMED INC 0.1%
Value ($000) $0 Shares 540 Est. Cost $233.64 Unrealized -0.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $141.29 Unrealized -17.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,083 Est. Cost $165.48 Unrealized -31.9%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 844 Est. Cost $148.00 Unrealized +6.9%
F FORD MTR CO 0.1%
Value ($000) $0 Shares 11,764 Est. Cost $10.32 Unrealized -10.5%
LEN LENNAR CORP 0.1%
Value ($000) $0 Shares 1,024 Est. Cost $147.73 Unrealized -16.7%
EEM ISHARES TR 0.1%
Value ($000) $0 Shares 2,712 Est. Cost $7.64 Unrealized
SWK STANLEY BLACK &DECKER INC 0.1%
Value ($000) $0 Shares 1,479 Est. Cost $142.42 Unrealized -43.3%
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 1,019 Est. Cost $128.36 Unrealized -12.8%
SPSM SPDR SER TR 0.1%
Value ($000) $0 Shares 2,759 Est. Cost $0.04 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 1,490 Est. Cost $72.50 Unrealized -1.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 2,218 Est. Cost $60.80 Unrealized -10.6%
APTV APTIV PLC 0.0%
Value ($000) $0 Shares 1,847 Est. Cost $61.22 Unrealized +3.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 715 Est. Cost $109.84 Unrealized +30.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 416 Est. Cost $212.55 Unrealized +35.8%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 3,185 Est. Cost $35.06 Unrealized -9.6%
CWB SPDR SER TR 0.0%
Value ($000) $0 Shares 1,377 Est. Cost $66.07 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 1,885 Est. Cost $0.06 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 657 Est. Cost $132.40 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $0 Shares 2,391 Est. Cost $36.07 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 1,517 Est. Cost $86.28 Unrealized -32.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 518 Est. Cost $110.70 Unrealized +140.9%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 592 Est. Cost $65.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 624 Est. Cost $6.40 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 1,035 Est. Cost $79.26 Unrealized +27.4%
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 2,735 Est. Cost $0.03 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 5,001 Est. Cost $16.64 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $65.40 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 510 Est. Cost $25.79 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 3,369 Est. Cost $12.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 2,756 Est. Cost $23.60 Unrealized
DXYZ DESTINY TECH100 INC 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $0.03 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 698 Est. Cost $115.09 Unrealized +9.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 411 Est. Cost $187.31 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $0 Shares 1,260 Est. Cost $66.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 357 Est. Cost $217.41 Unrealized +15.3%
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 442 Est. Cost $0.19 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 761 Est. Cost $115.21 Unrealized -8.0%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 454 Est. Cost $0.21 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $66.91 Unrealized -21.2%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $0 Shares 284 Est. Cost $315.14 Unrealized -8.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $0 Shares 2,130 Est. Cost $43.71 Unrealized -16.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 468 Est. Cost $106.91 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $89.92 Unrealized -0.9%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $0 Shares 1,540 Est. Cost $210.67 Unrealized -72.6%
DES WISDOMTREE TR 0.0%
Value ($000) $0 Shares 2,503 Est. Cost $13.69 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 796 Est. Cost $47.49 Unrealized +112.0%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 865 Est. Cost $65.98 Unrealized +27.5%
IBB ISHARES TR 0.0%
Value ($000) $0 Shares 609 Est. Cost $129.72 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 1,966 Est. Cost $38.55 Unrealized -0.2%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 431 Est. Cost $50.36 Unrealized +281.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 449 Est. Cost $131.73 Unrealized +23.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $0.01 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1,286 Est. Cost $0.05 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $47.83 Unrealized +30.2%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 272 Est. Cost $191.97 Unrealized +30.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 368 Est. Cost $154.09 Unrealized +38.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 369 Est. Cost $128.36 Unrealized +62.3%
EQT EQT CORP 0.0%
Value ($000) $0 Shares 1,383 Est. Cost $46.41 Unrealized +8.9%
VST VISTRA CORP 0.0%
Value ($000) $0 Shares 624 Est. Cost $148.10 Unrealized +0.3%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,967 Est. Cost $24.39 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 507 Est. Cost $129.93 Unrealized +21.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 1,052 Est. Cost $61.43 Unrealized -2.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2,116 Est. Cost $0.03 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $763.51 Unrealized +15.3%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 607 Est. Cost $120.95 Unrealized +1.4%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 124 Est. Cost $443.75 Unrealized +58.1%
MTB M &T BK CORP 0.0%
Value ($000) $0 Shares 390 Est. Cost $154.40 Unrealized +19.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 295 Est. Cost $194.40 Unrealized +38.6%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 650 Est. Cost $16.03 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 157 Est. Cost $360.78 Unrealized +22.4%
INTU INTUIT 0.0%
Value ($000) $0 Shares 110 Est. Cost $595.74 Unrealized +0.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 429 Est. Cost $114.39 Unrealized +23.8%
IHF ISHARES TR 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $42.71 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,062 Est. Cost $0.05 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 249 Est. Cost $269.84 Unrealized +1.7%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 730 Est. Cost $87.67 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 632 Est. Cost $111.39 Unrealized -3.3%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $65.20 Unrealized +73.2%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 200 Est. Cost $246.46 Unrealized +39.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 338 Est. Cost $163.56 Unrealized +11.4%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $0 Shares 870 Est. Cost $80.27 Unrealized -8.0%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 539 Est. Cost $0.12 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,309 Est. Cost $0.04 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 627 Est. Cost $48.92 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 1,675 Est. Cost $76.40 Unrealized -57.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $66.79 Unrealized +63.2%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 798 Est. Cost $43.73 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 714 Est. Cost $53.32 Unrealized +63.2%
AIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,565 Est. Cost $0.03 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 219 Est. Cost $278.50 Unrealized -0.1%
KELLANOVA 0.0%
Value ($000) $0 Shares 661 Est. Cost $52.56 Unrealized +52.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 659 Est. Cost $69.52 Unrealized +16.0%
SNY SANOFI 0.0%
Value ($000) $0 Shares 965 Est. Cost $50.25 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 224 Est. Cost $252.90 Unrealized +0.9%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $0 Shares 440 Est. Cost $198.50 Unrealized -31.6%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $31.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 214 Est. Cost $205.54 Unrealized +16.5%
KKR KKR &CO INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $48.28 Unrealized +183.5%
ALAB ASTERA LABS INC 0.0%
Value ($000) $0 Shares 885 Est. Cost $89.93 Unrealized +2.9%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 1,050 Est. Cost $0.05 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 5,949 Est. Cost $11.05 Unrealized -9.4%
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 1,695 Est. Cost $27.37 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 323 Est. Cost $175.85 Unrealized -6.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.63 Unrealized +42.5%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $0 Shares 7,595 Est. Cost $7.52 Unrealized
TMP TOMPKINS FINL CORP 0.0%
Value ($000) $0 Shares 797 Est. Cost $68.93 Unrealized -6.9%
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 1,573 Est. Cost $0.03 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 583 Est. Cost $62.90 Unrealized +27.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $112.16 Unrealized -20.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 897 Est. Cost $63.47 Unrealized -12.7%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $0 Shares 991 Est. Cost $29.89 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $0.03 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.04 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $56.38 Unrealized +40.9%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 435 Est. Cost $0.09 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $0 Shares 313 Est. Cost $121.10 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 722 Est. Cost $0.06 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $0 Shares 1,319 Est. Cost $36.33 Unrealized +0.9%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 275 Est. Cost $49.31 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 65 Est. Cost $714.90 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 489 Est. Cost $0.09 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $45.36 Unrealized -16.6%
IFRA ISHARES TR 0.0%
Value ($000) $0 Shares 920 Est. Cost $0.04 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 838 Est. Cost $0.05 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 730 Est. Cost $52.20 Unrealized -0.2%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1,792 Est. Cost $0.02 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 500 Est. Cost $40.95 Unrealized +127.5%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 1,366 Est. Cost $0.03 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 175 Est. Cost $204.45 Unrealized +13.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 163 Est. Cost $134.76 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 90 Est. Cost $392.59 Unrealized +13.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 519 Est. Cost $64.56 Unrealized +20.3%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $17.05 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $42.82 Unrealized +38.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 207 Est. Cost $192.55 Unrealized +8.8%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 630 Est. Cost $125.62 Unrealized -42.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $446.63 Unrealized +8.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 460 Est. Cost $73.91 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 305 Est. Cost $117.94 Unrealized +7.5%
NUVEEN PFD &INCOME OPPORTUN 0.0%
Value ($000) $0 Shares 4,579 Est. Cost $3.22 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 269 Est. Cost $61.02 Unrealized +148.8%
AGG ISHARES TR 0.0%
Value ($000) $0 Shares 376 Est. Cost $0.10 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 249 Est. Cost $72.04 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 589 Est. Cost $0.07 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 555 Est. Cost $56.88 Unrealized +13.4%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 664 Est. Cost $0.06 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 520 Est. Cost $74.98 Unrealized +4.2%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 1,101 Est. Cost $35.55 Unrealized +2.4%
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 296 Est. Cost $0.11 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $0 Shares 585 Est. Cost $58.17 Unrealized
DIG PROSHARES TR 0.0%
Value ($000) $0 Shares 862 Est. Cost $0.04 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 513 Est. Cost $60.91 Unrealized +22.4%
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 788 Est. Cost $0.05 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 471 Est. Cost $0.07 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $12.25 Unrealized +26.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $460.86 Unrealized +10.1%
OGIG ALPS ETF TR 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.04 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 664 Est. Cost $0.05 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 270 Est. Cost $112.47 Unrealized +14.3%
AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.04 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $18.88 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 670 Est. Cost $38.81 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.03 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 741 Est. Cost $0.04 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.03 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 575 Est. Cost $54.49 Unrealized -3.5%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 323 Est. Cost $113.90 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 297 Est. Cost $0.11 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 675 Est. Cost $44.13 Unrealized -2.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 284 Est. Cost $0.10 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 400 Est. Cost $62.98 Unrealized +24.9%
MMM 3M CO 0.0%
Value ($000) $0 Shares 215 Est. Cost $128.38 Unrealized +12.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 852 Est. Cost $44.99 Unrealized -23.1%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.04 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 509 Est. Cost $50.98 Unrealized +20.2%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 694 Est. Cost $38.00 Unrealized +6.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 348 Est. Cost $48.73 Unrealized
MAGS LISTED FD TR 0.0%
Value ($000) $0 Shares 704 Est. Cost $0.05 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 2,125 Est. Cost $22.53 Unrealized -33.3%
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 975 Est. Cost $0.02 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 289 Est. Cost $0.10 Unrealized
GSK GSK PLC 0.0%
Value ($000) $0 Shares 766 Est. Cost $12.52 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $431.82 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 251 Est. Cost $93.54 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 3,159 Est. Cost $0.01 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 1,479 Est. Cost $0.02 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 389 Est. Cost $77.90 Unrealized -5.5%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $0 Shares 300 Est. Cost $109.09 Unrealized -8.9%
BA BOEING CO 0.0%
Value ($000) $0 Shares 179 Est. Cost $200.72 Unrealized -13.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 387 Est. Cost $60.70 Unrealized +22.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $0 Shares 2,132 Est. Cost $0.01 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $0.02 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 502 Est. Cost $52.74 Unrealized +2.2%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 1,038 Est. Cost $28.97 Unrealized -8.5%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 247 Est. Cost $0.11 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $0 Shares 274 Est. Cost $0.08 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 812 Est. Cost $49.50 Unrealized -27.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $393.57 Unrealized -6.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 213 Est. Cost $124.35 Unrealized +4.0%
HEFA ISHARES TR 0.0%
Value ($000) $0 Shares 743 Est. Cost $0.04 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $23.04 Unrealized +25.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 122 Est. Cost $212.64 Unrealized -10.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.17 Unrealized +1.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 206 Est. Cost $0.13 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 334 Est. Cost $82.31 Unrealized +4.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 103 Est. Cost $19.58 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 79 Est. Cost $264.78 Unrealized +11.7%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 435 Est. Cost $0.06 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 509 Est. Cost $47.11 Unrealized +1.8%
NUVEEN VRIABL RAT PFD &INM 0.0%
Value ($000) $0 Shares 1,335 Est. Cost $0.02 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $21.76 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 615 Est. Cost $34.52 Unrealized +9.6%
SGOV ISHARES TR 0.0%
Value ($000) $0 Shares 247 Est. Cost $0.10 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,296 Est. Cost $0.02 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 298 Est. Cost $46.99 Unrealized +75.7%
MNDY MONDAY COM LTD 0.0%
Value ($000) $0 Shares 100 Est. Cost $264.28 Unrealized 0.0%
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 760 Est. Cost $0.03 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 356 Est. Cost $0.07 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $4749.08 Unrealized 0.0%
MISL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 770 Est. Cost $0.03 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 351 Est. Cost $0.07 Unrealized
VOYA GLBL EQTY DIV &PREM OP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $5.75 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 775 Est. Cost $28.39 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 448 Est. Cost $14.15 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 95 Est. Cost $198.92 Unrealized +13.2%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $0 Shares 370 Est. Cost $44.71 Unrealized +27.5%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 336 Est. Cost $33.82 Unrealized +65.8%
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 142 Est. Cost $77.95 Unrealized +80.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $367.98 Unrealized -25.3%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 309 Est. Cost $0.08 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 135 Est. Cost $146.16 Unrealized +7.5%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 336 Est. Cost $0.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $206.04 Unrealized -0.0%
IAGG ISHARES TR 0.0%
Value ($000) $0 Shares 423 Est. Cost $34.74 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 1,091 Est. Cost $24.46 Unrealized
CALAMOS CONV &HIGH INCOME F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $14.29 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $74.27 Unrealized +10.6%
INDY ISHARES TR 0.0%
Value ($000) $0 Shares 410 Est. Cost $14.67 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.04 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,752 Est. Cost $12.10 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $0 Shares 1,275 Est. Cost $0.02 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 255 Est. Cost $0.07 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 506 Est. Cost $76.77 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 410 Est. Cost $0.05 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $66.93 Unrealized +40.0%
FELG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 592 Est. Cost $0.04 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 206 Est. Cost $0.09 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $0 Shares 726 Est. Cost $33.06 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.07 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $11.18 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 260 Est. Cost $0.08 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 181 Est. Cost $83.06 Unrealized +19.5%
PAWZ PROSHARES TR 0.0%
Value ($000) $0 Shares 340 Est. Cost $0.05 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 523 Est. Cost $27.13 Unrealized +21.0%
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $0 Shares 498 Est. Cost $23.73 Unrealized +74.9%
IAI ISHARES TR 0.0%
Value ($000) $0 Shares 126 Est. Cost $0.15 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $0 Shares 186 Est. Cost $102.95 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 359 Est. Cost $49.32 Unrealized -3.0%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $0 Shares 450 Est. Cost $39.06 Unrealized -3.1%
LRGF ISHARES TR 0.0%
Value ($000) $0 Shares 308 Est. Cost $0.06 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $4.69 Unrealized +165.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 156 Est. Cost $132.56 Unrealized 0.0%
COPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 440 Est. Cost $45.45 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 135 Est. Cost $148.31 Unrealized -10.5%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 400 Est. Cost $50.64 Unrealized 0.0%
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $0 Shares 406 Est. Cost $0.05 Unrealized
STBA S &T BANCORP INC 0.0%
Value ($000) $0 Shares 464 Est. Cost $30.02 Unrealized +27.9%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $0 Shares 382 Est. Cost $43.80 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $78.80 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 578 Est. Cost $4.08 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $17.66 Unrealized +8.0%
HIMS HIMS &HERS HEALTH INC 0.0%
Value ($000) $0 Shares 550 Est. Cost $37.15 Unrealized 0.0%
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $0 Shares 47 Est. Cost $238.04 Unrealized +31.6%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $0 Shares 407 Est. Cost $69.08 Unrealized -28.8%
BOXX EA SERIES TRUST 0.0%
Value ($000) $0 Shares 140 Est. Cost $0.11 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $29.31 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 184 Est. Cost $138.71 Unrealized -46.4%
HYGV FLEXSHARES TR 0.0%
Value ($000) $0 Shares 375 Est. Cost $0.04 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 619 Est. Cost $27.83 Unrealized -8.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 72 Est. Cost $0.19 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $12.87 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $0 Shares 1,099 Est. Cost $0.01 Unrealized
TECB ISHARES TR 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.05 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $0 Shares 235 Est. Cost $67.42 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 541 Est. Cost $25.34 Unrealized +6.5%
PBI PITNEY BOWES INC 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $5.42 Unrealized +67.2%
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 68 Est. Cost $181.08 Unrealized +9.2%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 170 Est. Cost $0.07 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,569 Est. Cost $10.30 Unrealized -10.2%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 766 Est. Cost $0.02 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 512 Est. Cost $0.03 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,182 Est. Cost $17.02 Unrealized -38.5%
ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $0.01 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $60.32 Unrealized 0.0%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 365 Est. Cost $0.03 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $50.00 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 360 Est. Cost $0.03 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 155 Est. Cost $73.31 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 79 Est. Cost $171.70 Unrealized -1.2%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 111 Est. Cost $174.67 Unrealized -31.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 352 Est. Cost $30.73 Unrealized -7.8%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 182 Est. Cost $47.79 Unrealized +24.7%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $30.37 Unrealized +145.5%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 360 Est. Cost $27.08 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 490 Est. Cost $14.40 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $61.66 Unrealized +14.2%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $0 Shares 153 Est. Cost $0.07 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 448 Est. Cost $0.03 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $0 Shares 223 Est. Cost $37.39 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $0 Shares 1,107 Est. Cost $20.14 Unrealized -48.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $24.87 Unrealized -23.9%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $0 Shares 250 Est. Cost $44.44 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 405 Est. Cost $33.12 Unrealized -19.2%
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.20 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $46.33 Unrealized +7.3%
VOYA GLBL ADV &PREM OPP FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $10.00 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $0 Shares 230 Est. Cost $0.04 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 141 Est. Cost $112.18 Unrealized -36.2%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.10 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $164.34 Unrealized -15.9%
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $93.33 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 311 Est. Cost $0.03 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 92 Est. Cost $77.08 Unrealized +16.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 328 Est. Cost $29.30 Unrealized -16.8%
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.03 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $0 Shares 138 Est. Cost $0.07 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $24.82 Unrealized +3.0%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 150 Est. Cost $56.54 Unrealized -3.0%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $11.43 Unrealized
COWG PACER FDS TR 0.0%
Value ($000) $0 Shares 311 Est. Cost $0.03 Unrealized
PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
QLTY 2023 ETF SERIES TRUST II 0.0%
Value ($000) $0 Shares 274 Est. Cost $0.03 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $0 Shares 207 Est. Cost $36.12 Unrealized +22.4%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 211 Est. Cost $0.04 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 14 Est. Cost $629.16 Unrealized +8.8%
FPAG INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $0 Shares 298 Est. Cost $0.03 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 363 Est. Cost $0.02 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $0 Shares 256 Est. Cost $0.04 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 245 Est. Cost $27.82 Unrealized
MYLD CAMBRIA ETF TR 0.0%
Value ($000) $0 Shares 410 Est. Cost $0.02 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 120 Est. Cost $105.05 Unrealized -31.9%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 134 Est. Cost $76.62 Unrealized -10.2%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 321 Est. Cost $17.26 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $100.00 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.10 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.00 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $107.19 Unrealized 0.0%
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 214 Est. Cost $0.03 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $0 Shares 194 Est. Cost $39.21 Unrealized +19.8%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.04 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.09 Unrealized
IDCC INTERDIGITAL INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $201.31 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $140.64 Unrealized -49.4%
FN FABRINET 0.0%
Value ($000) $0 Shares 40 Est. Cost $218.21 Unrealized 0.0%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.07 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 49 Est. Cost $102.04 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 67 Est. Cost $0.09 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 394 Est. Cost $0.02 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.03 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $25.00 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.08 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $0 Shares 155 Est. Cost $0.05 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $61.94 Unrealized -47.1%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 1,172 Est. Cost $29.77 Unrealized -52.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $126.73 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.49 Unrealized -18.8%
SEZL SEZZLE INC 0.0%
Value ($000) $0 Shares 192 Est. Cost $42.35 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 175 Est. Cost $50.34 Unrealized -6.1%
DDM PROSHARES TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.10 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $120.97 Unrealized +83.4%
BALL BALL CORP 0.0%
Value ($000) $0 Shares 140 Est. Cost $86.19 Unrealized -40.0%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $83.33 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 76 Est. Cost $85.55 Unrealized +2.2%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $0 Shares 240 Est. Cost $22.48 Unrealized +30.6%
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 110 Est. Cost $34.44 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 181 Est. Cost $7.69 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 84 Est. Cost $0.08 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 169 Est. Cost $37.75 Unrealized +0.5%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 405 Est. Cost $0.01 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 386 Est. Cost $11.05 Unrealized +30.5%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 71 Est. Cost $0.08 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 141 Est. Cost $0.04 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $391.43 Unrealized -31.9%
HPQ HP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $32.05 Unrealized -5.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 76 Est. Cost $76.85 Unrealized +4.4%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $140.24 Unrealized +140.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 256 Est. Cost $17.08 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 120 Est. Cost $36.48 Unrealized +33.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $0 Shares 200 Est. Cost $34.12 Unrealized -15.4%
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 127 Est. Cost $50.54 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 72 Est. Cost $82.86 Unrealized -8.7%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $77.80 Unrealized +2.9%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.02 Unrealized
UYG PROSHARES TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $66.67 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $33.88 Unrealized 0.0%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 139 Est. Cost $21.58 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 33 Est. Cost $146.90 Unrealized -0.3%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $83.89 Unrealized +41.3%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $0 Shares 95 Est. Cost $0.05 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $0 Shares 100 Est. Cost $58.64 Unrealized -17.0%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $0 Shares 500 Est. Cost $12.00 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $7.99 Unrealized -53.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 300 Est. Cost $17.22 Unrealized +12.7%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 159 Est. Cost $0.03 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.13 Unrealized
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.91 Unrealized -13.8%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.03 Unrealized
COHEN &STEERS REIT &PFD & 0.0%
Value ($000) $0 Shares 209 Est. Cost $0.02 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 42 Est. Cost $97.56 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 101 Est. Cost $37.88 Unrealized +54.8%
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 229 Est. Cost $0.01 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.08 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $0 Shares 84 Est. Cost $21.26 Unrealized +76.8%
SYFI AB ACTIVE ETFS INC 0.0%
Value ($000) $0 Shares 122 Est. Cost $0.03 Unrealized
GTN GRAY MEDIA INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $22.06 Unrealized -82.2%
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 222 Est. Cost $0.01 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $330.58 Unrealized +56.9%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $8.80 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 127 Est. Cost $30.75 Unrealized +27.4%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $47.54 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1831.94 Unrealized +8.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 359 Est. Cost $0.01 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $184.81 Unrealized +32.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 11 Est. Cost $587.05 Unrealized -39.1%
AGZ ISHARES TR 0.0%
Value ($000) $0 Shares 41 Est. Cost $111.11 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $210.13 Unrealized +35.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $32.67 Unrealized -5.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $45.29 Unrealized +45.0%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $0 Shares 98 Est. Cost $0.03 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $495.58 Unrealized -20.4%
SSYS STRATASYS LTD 0.0%
Value ($000) $0 Shares 300 Est. Cost $24.11 Unrealized -57.4%
VLUE ISHARES TR 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.12 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $23.24 Unrealized 0.0%
OGN ORGANON &CO 0.0%
Value ($000) $0 Shares 192 Est. Cost $27.32 Unrealized -44.7%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $178.94 Unrealized +39.5%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $148.49 Unrealized -19.1%
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 113 Est. Cost $0.02 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $0 Shares 58 Est. Cost $49.67 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.04 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 264 Est. Cost $3.99 Unrealized
PENGUIN SOLUTIONS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.02 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $161.52 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 165 Est. Cost $0.01 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 40 Est. Cost $58.80 Unrealized +35.2%
IYF ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $100.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 29 Est. Cost $63.73 Unrealized
RELX RELX PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $0.04 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $92.23 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $103.04 Unrealized +81.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.09 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $142.34 Unrealized +16.0%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.05 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.06 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 259 Est. Cost $10.10 Unrealized +16.9%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.04 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 257 Est. Cost $11.09 Unrealized 0.0%
PBUS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.05 Unrealized
QCJL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 76 Est. Cost $0.03 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $97.49 Unrealized +24.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.22 Unrealized +17.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 32 Est. Cost $78.99 Unrealized -31.4%
REET ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
ONLN PROSHARES TR 0.0%
Value ($000) $0 Shares 40 Est. Cost $45.34 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $0 Shares 62 Est. Cost $0.03 Unrealized
MRSH MARSH &MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $175.83 Unrealized +27.0%
ILCV ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.67 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.06 Unrealized
GOOS CANADA GOOSE HLDGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $21.11 Unrealized -53.3%
IYW ISHARES TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.13 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 45 Est. Cost $61.11 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 65 Est. Cost $44.50 Unrealized -24.6%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.03 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $44.50 Unrealized -29.0%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $211.42 Unrealized -14.9%
ESTC ELASTIC N V 0.0%
Value ($000) $0 Shares 20 Est. Cost $97.24 Unrealized +6.7%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $169.52 Unrealized +23.6%
XSD SPDR SER TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.20 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.08 Unrealized
YJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 71 Est. Cost $0.03 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 47 Est. Cost $36.03 Unrealized +14.4%
SMMV ISHARES TR 0.0%
Value ($000) $0 Shares 57 Est. Cost $35.09 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $0 Shares 50 Est. Cost $29.81 Unrealized +108.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $97.25 Unrealized -17.9%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.05 Unrealized
DTCR GLOBAL X FDS 0.0%
Value ($000) $0 Shares 120 Est. Cost $0.02 Unrealized
AI C3 AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $28.17 Unrealized +0.7%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $0 Shares 79 Est. Cost $0.03 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.11 Unrealized
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $3.48 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.08 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $683.17 Unrealized +50.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $195.40 Unrealized +23.9%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $13.12 Unrealized 0.0%
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.93 Unrealized
ABSI ABSCI CORPORATION 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.52 Unrealized +4.2%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $28.67 Unrealized -72.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $237.21 Unrealized +46.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $49.62 Unrealized +12.6%
BROADCOM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized
NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.75 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 150 Est. Cost $7.29 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $25.09 Unrealized -18.2%
INNODATA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.21 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 65 Est. Cost $73.66 Unrealized -69.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.06 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $32.40 Unrealized 0.0%
CELESTICA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
CERT CERTARA INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.20 Unrealized -8.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $5.25 Unrealized +42.7%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $122.55 Unrealized -14.1%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.06 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.05 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $135.80 Unrealized -1.0%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $34.60 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 80 Est. Cost $26.69 Unrealized -39.8%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
HIMS &HERS HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $92.77 Unrealized +5.9%
BLD TOPBUILD CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $403.36 Unrealized -20.7%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $7.85 Unrealized 0.0%
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $84.05 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $300.91 Unrealized +5.5%
CXW CORECIVIC INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.78 Unrealized +105.7%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $0.04 Unrealized
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.92 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.65 Unrealized -17.9%
ALPHABET INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $23.34 Unrealized -56.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.59 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.90 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.48 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $40.88 Unrealized -34.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $7.17 Unrealized +29.4%
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
FMC FMC CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.23 Unrealized 0.0%
INTEL CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $0 Shares 31 Est. Cost $19.75 Unrealized -23.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.95 Unrealized -31.5%
NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $10.45 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost $233.26 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.02 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.71 Unrealized -64.9%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
WW INTL INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $15.87 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.76 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.28 Unrealized 0.0%
PFBC PREFERRED BK LOS ANGELES CA 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.66 Unrealized 0.0%