OGOREK ANTHONY JOSEPH /NY/ /ADV Diversified Active

Location: Williamsville, NY

CIK: 0000714364 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 8, 2024

Total Value: $291M

Holdings (273)

DJUL DJUL 11.0%
Value $32.03M Shares 773,553 Est. Cost $36.25 Unrealized
DMAY DMAY 8.5%
Value $24.81M Shares 620,643 Est. Cost $38.37 Unrealized
IEF IEF 8.3%
Value $24.16M Shares 246,264 Est. Cost $96.15 Unrealized
VTI VTI 8.3%
Value $24.04M Shares 84,899 Est. Cost $109.97 Unrealized
SCHB SCHB 7.6%
Value $22.27M Shares 334,856 Est. Cost $82.71 Unrealized
VOO VOO 6.8%
Value $19.86M Shares 37,627 Est. Cost $480.86 Unrealized
MOAT MOAT 4.1%
Value $12M Shares 123,791 Est. Cost $76.04 Unrealized
PAVE PAVE 4.1%
Value $11.94M Shares 290,195 Est. Cost $30.17 Unrealized
LLY LLY 3.4%
Value $9.891M Shares 11,164 Est. Cost $249.15 Unrealized +257.3%
VUG VUG 3.1%
Value $9.159M Shares 23,857 Est. Cost $176.75 Unrealized
FNOV FNOV 2.6%
Value $7.46M Shares 158,143 Est. Cost $35.51 Unrealized
DNOV DNOV 2.4%
Value $6.869M Shares 162,907 Est. Cost $34.60 Unrealized
VIG VIG 2.2%
Value $6.479M Shares 32,715 Est. Cost $118.28 Unrealized
VSGX VSGX 2.2%
Value $6.39M Shares 103,891 Est. Cost $50.46 Unrealized
MLN MLN 2.1%
Value $6.196M Shares 338,588 Est. Cost $17.32 Unrealized
EWJV EWJV 1.9%
Value $5.465M Shares 165,523 Est. Cost $33.19 Unrealized
AAPL AAPL 1.8%
Value $5.232M Shares 22,455 Est. Cost $96.37 Unrealized +130.3%
CAT CAT 1.7%
Value $4.905M Shares 12,541 Est. Cost $141.40 Unrealized +139.5%
FAPR FAPR 1.6%
Value $4.749M Shares 117,486 Est. Cost $29.24 Unrealized
DSEP DSEP 0.9%
Value $2.712M Shares 67,722 Est. Cost $36.43 Unrealized
AVGO AVGO 0.9%
Value $2.561M Shares 14,847 Est. Cost $148.68 Unrealized +6.3%
DELL DELL 0.9%
Value $2.485M Shares 20,966 Est. Cost $44.28 Unrealized +157.2%
MSFT MSFT 0.8%
Value $2.41M Shares 5,600 Est. Cost $309.32 Unrealized +36.8%
DAPR DAPR 0.7%
Value $2.063M Shares 56,560 Est. Cost $29.46 Unrealized
VTEB VTEB 0.6%
Value $1.822M Shares 35,648 Est. Cost $49.49 Unrealized
AMZN AMZN 0.6%
Value $1.808M Shares 9,703 Est. Cost $118.62 Unrealized +53.8%
MGV MGV 0.6%
Value $1.789M Shares 13,953 Est. Cost $73.22 Unrealized
GOOG GOOG 0.5%
Value $1.55M Shares 9,276 Est. Cost $111.17 Unrealized +51.3%
FMB FMB 0.5%
Value $1.545M Shares 29,752 Est. Cost $53.84 Unrealized
PANW PANW 0.5%
Value $1.449M Shares 4,242 Est. Cost $73.83 Unrealized +128.0%
084990175 0.5%
Value $1.382M Shares 200 Est. Cost $2260.00 Unrealized
GOOGL GOOGL 0.4%
Value $1.266M Shares 7,638 Est. Cost $120.40 Unrealized +38.5%
IEI IEI 0.4%
Value $1.174M Shares 9,816 Est. Cost $117.75 Unrealized
ADP ADP 0.4%
Value $1.076M Shares 3,888 Est. Cost $134.42 Unrealized +88.6%
DDEC DDEC 0.4%
Value $1.034M Shares 26,196 Est. Cost $35.82 Unrealized
CATH CATH 0.3%
Value $1.015M Shares 14,636 Est. Cost $54.34 Unrealized
IHI IHI 0.3%
Value $988K Shares 16,687 Est. Cost $94.87 Unrealized
BRK/B BRKB 0.3%
Value $938K Shares 2,038 Est. Cost $156.73 Unrealized +182.1%
DMAR DMAR 0.2%
Value $715K Shares 19,156 Est. Cost $34.88 Unrealized
URI URI 0.2%
Value $711K Shares 878 Est. Cost $638.41 Unrealized +11.3%
DFEB DFEB 0.2%
Value $710K Shares 17,017 Est. Cost $35.39 Unrealized
SCHG SCHG 0.2%
Value $661K Shares 6,349 Est. Cost $76.63 Unrealized
NVDA NVDA 0.2%
Value $655K Shares 5,400 Est. Cost $94.88 Unrealized +24.4%
CL CL 0.2%
Value $598K Shares 5,764 Est. Cost $53.07 Unrealized +86.4%
FMNY FMNY 0.2%
Value $474K Shares 17,358 Est. Cost $29.47 Unrealized
DJAN DJAN 0.2%
Value $438K Shares 11,499 Est. Cost $35.99 Unrealized
DJUN DJUN 0.1%
Value $428K Shares 10,069 Est. Cost $42.38 Unrealized
SCHI SCHI 0.1%
Value $423K Shares 9,179 Est. Cost $43.43 Unrealized
SGOV SGOV 0.1%
Value $337K Shares 3,353 Est. Cost $100.51 Unrealized
FFEB FFEB 0.1%
Value $280K Shares 5,786 Est. Cost $37.53 Unrealized
IGV IGV 0.1%
Value $276K Shares 3,097 Est. Cost $118.21 Unrealized
GLW GLW 0.1%
Value $272K Shares 6,036 Est. Cost $40.42 Unrealized +1.1%
JPM JPM 0.1%
Value $261K Shares 1,242 Est. Cost $96.48 Unrealized +112.4%
NEE NEE 0.1%
Value $260K Shares 3,086 Est. Cost $70.78 Unrealized +5.8%
ABBV ABBV 0.1%
Value $241K Shares 1,223 Est. Cost $55.43 Unrealized +222.4%
BNDX BNDX 0.1%
Value $239K Shares 4,762 Est. Cost $52.51 Unrealized
MDT MDT 0.1%
Value $232K Shares 2,581 Est. Cost $62.35 Unrealized +29.6%
ABT ABT 0.1%
Value $224K Shares 1,972 Est. Cost $54.01 Unrealized +98.2%
FJUL FJUL 0.1%
Value $195K Shares 4,070 Est. Cost $38.35 Unrealized
EWJ EWJ 0.1%
Value $194K Shares 2,715 Est. Cost $65.96 Unrealized
NTSX NTSX 0.1%
Value $178K Shares 3,805 Est. Cost $40.24 Unrealized
COST COST 0.1%
Value $178K Shares 201 Est. Cost $460.84 Unrealized +87.0%
META META 0.1%
Value $168K Shares 293 Est. Cost $195.51 Unrealized +161.9%
XLC XLC 0.1%
Value $157K Shares 1,739 Est. Cost $78.75 Unrealized
SCHF SCHF 0.1%
Value $151K Shares 3,692 Est. Cost $33.12 Unrealized
USMV USMV 0.1%
Value $146K Shares 1,602 Est. Cost $56.74 Unrealized
XLK XLK 0.0%
Value $144K Shares 639 Est. Cost $210.65 Unrealized
APG APG 0.0%
Value $143K Shares 4,355 Est. Cost $23.47 Unrealized 0.0%
IT IT 0.0%
Value $142K Shares 282 Est. Cost $273.46 Unrealized +75.8%
MU MU 0.0%
Value $140K Shares 1,352 Est. Cost $58.23 Unrealized +78.6%
BILS BILS 0.0%
Value $120K Shares 1,207 Est. Cost $98.46 Unrealized
ADI ADI 0.0%
Value $116K Shares 504 Est. Cost $125.49 Unrealized +75.4%
JNJ JNJ 0.0%
Value $113K Shares 699 Est. Cost $128.60 Unrealized +18.7%
PYPL PYPL 0.0%
Value $109K Shares 1,400 Est. Cost $64.97 Unrealized +2.7%
REGN REGN 0.0%
Value $105K Shares 100 Est. Cost $750.05 Unrealized +47.6%
LOW LOW 0.0%
Value $97,000 Shares 361 Est. Cost $79.82 Unrealized +195.9%
VCIT VCIT 0.0%
Value $96,000 Shares 1,147 Est. Cost $80.30 Unrealized
SCHD SCHD 0.0%
Value $90,000 Shares 1,066 Est. Cost $84.43 Unrealized
IBDS IBDS 0.0%
Value $89,000 Shares 3,681 Est. Cost $23.29 Unrealized
CVLC CVLC 0.0%
Value $88,000 Shares 1,233 Est. Cost $71.37 Unrealized
CRM CRM 0.0%
Value $88,000 Shares 322 Est. Cost $170.19 Unrealized +49.1%
ORCL ORCL 0.0%
Value $87,000 Shares 515 Est. Cost $88.02 Unrealized +62.5%
IBM IBM 0.0%
Value $86,000 Shares 390 Est. Cost $109.68 Unrealized +72.3%
HLT HLT 0.0%
Value $84,000 Shares 365 Est. Cost $139.61 Unrealized +54.5%
LIN LIN 0.0%
Value $83,000 Shares 175 Est. Cost $323.80 Unrealized +38.3%
PEP PEP 0.0%
Value $81,000 Shares 481 Est. Cost $133.33 Unrealized +22.2%
BIL BIL 0.0%
Value $80,000 Shares 873 Est. Cost $91.47 Unrealized
BOND BOND 0.0%
Value $79,000 Shares 839 Est. Cost $106.57 Unrealized
FELC FELC 0.0%
Value $79,000 Shares 2,464 Est. Cost $29.36 Unrealized
HD HD 0.0%
Value $76,000 Shares 188 Est. Cost $254.93 Unrealized +38.3%
DHR DHR 0.0%
Value $71,000 Shares 255 Est. Cost $222.92 Unrealized +17.7%
UNH UNH 0.0%
Value $71,000 Shares 121 Est. Cost $274.95 Unrealized +99.4%
AMGN AMGN 0.0%
Value $71,000 Shares 221 Est. Cost $224.38 Unrealized +39.6%
TSCO TSCO 0.0%
Value $70,000 Shares 241 Est. Cost $43.51 Unrealized +20.7%
MS MS 0.0%
Value $66,000 Shares 637 Est. Cost $62.95 Unrealized +53.9%
TJX TJX 0.0%
Value $65,000 Shares 555 Est. Cost $48.25 Unrealized +133.6%
PG PG 0.0%
Value $65,000 Shares 377 Est. Cost $130.15 Unrealized +26.2%
AMT AMT 0.0%
Value $64,000 Shares 278 Est. Cost $168.34 Unrealized +25.2%
MTB MTB 0.0%
Value $64,000 Shares 361 Est. Cost $153.25 Unrealized +3.8%
MA MA 0.0%
Value $64,000 Shares 131 Est. Cost $337.17 Unrealized +36.9%
ECL ECL 0.0%
Value $64,000 Shares 253 Est. Cost $145.55 Unrealized +65.6%
NSC NSC 0.0%
Value $64,000 Shares 258 Est. Cost $199.82 Unrealized +16.6%
V V 0.0%
Value $62,000 Shares 225 Est. Cost $217.85 Unrealized +22.9%
MCD MCD 0.0%
Value $62,000 Shares 205 Est. Cost $185.16 Unrealized +44.0%
DIS DIS 0.0%
Value $62,000 Shares 654 Est. Cost $92.79 Unrealized -2.4%
SITE SITE 0.0%
Value $60,000 Shares 400 Est. Cost $140.86 Unrealized -2.7%
IBDT IBDT 0.0%
Value $58,000 Shares 2,290 Est. Cost $24.15 Unrealized
CHD CHD 0.0%
Value $58,000 Shares 557 Est. Cost $80.68 Unrealized +25.0%
AMD AMD 0.0%
Value $57,000 Shares 350 Est. Cost $82.13 Unrealized +85.0%
EMR EMR 0.0%
Value $57,000 Shares 524 Est. Cost $88.09 Unrealized +19.3%
WMT WMT 0.0%
Value $55,000 Shares 688 Est. Cost $45.08 Unrealized +60.8%
WST WST 0.0%
Value $54,000 Shares 180 Est. Cost $290.04 Unrealized +5.2%
MKC MKC 0.0%
Value $54,000 Shares 663 Est. Cost $68.43 Unrealized +9.7%
RY RY 0.0%
Value $53,000 Shares 425 Est. Cost $80.55 Unrealized +42.5%
ITW ITW 0.0%
Value $52,000 Shares 199 Est. Cost $175.32 Unrealized +35.3%
BRO BRO 0.0%
Value $52,000 Shares 505 Est. Cost $24.07 Unrealized +309.7%
ACN ACN 0.0%
Value $49,000 Shares 141 Est. Cost $131.94 Unrealized +144.6%
VXUS VXUS 0.0%
Value $48,000 Shares 756 Est. Cost $60.46 Unrealized
MRNA MRNA 0.0%
Value $47,000 Shares 711 Est. Cost $93.16 Unrealized -1.4%
SONY SONY 0.0%
Value $46,000 Shares 479 Est. Cost $66.81 Unrealized
TGT TGT 0.0%
Value $46,000 Shares 299 Est. Cost $148.01 Unrealized -4.7%
BND BND 0.0%
Value $40,000 Shares 537 Est. Cost $85.81 Unrealized
MCO MCO 0.0%
Value $39,000 Shares 84 Est. Cost $363.20 Unrealized +26.3%
NTDOY NTDOY 0.0%
Value $39,000 Shares 2,946 Est. Cost $10.64 Unrealized
PAYX PAYX 0.0%
Value $39,000 Shares 291 Est. Cost $51.87 Unrealized +135.1%
LHX LHX 0.0%
Value $39,000 Shares 165 Est. Cost $180.69 Unrealized +24.3%
IBDQ 0.0%
Value $37,000 Shares 1,510 Est. Cost $24.45 Unrealized
TD TD 0.0%
Value $37,000 Shares 600 Est. Cost $56.71 Unrealized +4.2%
TSLA TSLA 0.0%
Value $37,000 Shares 142 Est. Cost $264.00 Unrealized -13.6%
FTEC FTEC 0.0%
Value $36,000 Shares 209 Est. Cost $153.11 Unrealized
RH RH 0.0%
Value $36,000 Shares 109 Est. Cost $509.64 Unrealized -46.0%
SYK SYK 0.0%
Value $35,000 Shares 98 Est. Cost $154.36 Unrealized +120.6%
VZ VZ 0.0%
Value $35,000 Shares 800 Est. Cost $42.46 Unrealized -9.6%
ELV ELV 0.0%
Value $35,000 Shares 68 Est. Cost $253.23 Unrealized +105.6%
RBLX RBLX 0.0%
Value $35,000 Shares 792 Est. Cost $47.71 Unrealized -12.6%
TOTL TOTL 0.0%
Value $34,000 Shares 839 Est. Cost $45.27 Unrealized
GILD GILD 0.0%
Value $33,000 Shares 394 Est. Cost $55.19 Unrealized +32.4%
DDOG DDOG 0.0%
Value $33,000 Shares 290 Est. Cost $65.63 Unrealized +78.0%
GD GD 0.0%
Value $32,000 Shares 107 Est. Cost $174.92 Unrealized +63.8%
CP CP 0.0%
Value $32,000 Shares 375 Est. Cost $75.65 Unrealized +7.6%
BR BR 0.0%
Value $32,000 Shares 153 Est. Cost $76.08 Unrealized +168.7%
IBDP 0.0%
Value $32,000 Shares 1,269 Est. Cost $24.61 Unrealized
CBU CBU 0.0%
Value $32,000 Shares 552 Est. Cost $54.01 Unrealized +1.3%
IVW IVW 0.0%
Value $31,000 Shares 328 Est. Cost $85.37 Unrealized
AZN AZN 0.0%
Value $31,000 Shares 409 Est. Cost $50.98 Unrealized
IBDR IBDR 0.0%
Value $31,000 Shares 1,295 Est. Cost $23.59 Unrealized
FDS FDS 0.0%
Value $30,000 Shares 65 Est. Cost $176.95 Unrealized +136.3%
AJG AJG 0.0%
Value $30,000 Shares 109 Est. Cost $85.11 Unrealized +227.4%
ASML ASML 0.0%
Value $30,000 Shares 37 Est. Cost $425.13 Unrealized
BDX BDX 0.0%
Value $30,000 Shares 128 Est. Cost $204.24 Unrealized +11.5%
QQQ QQQ 0.0%
Value $30,000 Shares 63 Est. Cost $349.21 Unrealized
MMM MMM 0.0%
Value $29,000 Shares 213 Est. Cost $79.16 Unrealized +50.5%
ALL ALL 0.0%
Value $29,000 Shares 154 Est. Cost $172.85 Unrealized 0.0%
MRK MRK 0.0%
Value $29,000 Shares 261 Est. Cost $88.89 Unrealized +27.1%
IWF IWF 0.0%
Value $29,000 Shares 77 Est. Cost $263.64 Unrealized
RSP RSP 0.0%
Value $27,000 Shares 153 Est. Cost $99.06 Unrealized
XOM XOM 0.0%
Value $26,000 Shares 225 Est. Cost $98.08 Unrealized +12.2%
TXN TXN 0.0%
Value $26,000 Shares 128 Est. Cost $77.65 Unrealized +148.5%
DAL DAL 0.0%
Value $25,000 Shares 492 Est. Cost $26.67 Unrealized +60.8%
JKHY JKHY 0.0%
Value $25,000 Shares 143 Est. Cost $101.44 Unrealized +63.7%
AEP AEP 0.0%
Value $25,000 Shares 247 Est. Cost $68.32 Unrealized +36.2%
NFLX NFLX 0.0%
Value $24,000 Shares 35 Est. Cost $35.77 Unrealized +87.0%
SPLV SPLV 0.0%
Value $23,000 Shares 322 Est. Cost $49.08 Unrealized
CMG CMG 0.0%
Value $23,000 Shares 400 Est. Cost $61.61 Unrealized -10.2%
CNI CNI 0.0%
Value $23,000 Shares 200 Est. Cost $79.98 Unrealized +41.6%
ALC ALC 0.0%
Value $22,000 Shares 225 Est. Cost $59.54 Unrealized +57.4%
MSI MSI 0.0%
Value $22,000 Shares 50 Est. Cost $151.83 Unrealized +170.5%
XYL XYL 0.0%
Value $22,000 Shares 165 Est. Cost $70.63 Unrealized +86.3%
LMT LMT 0.0%
Value $22,000 Shares 38 Est. Cost $394.08 Unrealized +31.0%
CVS CVS 0.0%
Value $21,000 Shares 345 Est. Cost $55.14 Unrealized +0.1%
MO MO 0.0%
Value $21,000 Shares 417 Est. Cost $27.34 Unrealized +66.5%
IHAK IHAK 0.0%
Value $20,000 Shares 416 Est. Cost $37.40 Unrealized
EFAV EFAV 0.0%
Value $20,000 Shares 273 Est. Cost $71.79 Unrealized
DFS 0.0%
Value $20,000 Shares 144 Est. Cost $93.75 Unrealized
MELI MELI 0.0%
Value $20,000 Shares 10 Est. Cost $1088.25 Unrealized +73.0%
CSCO CSCO 0.0%
Value $19,000 Shares 370 Est. Cost $41.84 Unrealized +11.8%
SBUX SBUX 0.0%
Value $19,000 Shares 202 Est. Cost $47.72 Unrealized +73.6%
VTC VTC 0.0%
Value $19,000 Shares 250 Est. Cost $73.50 Unrealized
XLE XLE 0.0%
Value $19,000 Shares 223 Est. Cost $80.72 Unrealized
RWJ RWJ 0.0%
Value $19,000 Shares 416 Est. Cost $43.48 Unrealized
IBMN 0.0%
Value $19,000 Shares 716 Est. Cost $25.39 Unrealized
IBMO IBMO 0.0%
Value $19,000 Shares 747 Est. Cost $24.36 Unrealized
IBMP IBMP 0.0%
Value $19,000 Shares 750 Est. Cost $24.26 Unrealized
LOPE LOPE 0.0%
Value $18,000 Shares 131 Est. Cost $90.48 Unrealized +59.6%
06053U601 0.0%
Value $18,000 Shares 750 Est. Cost $26.67 Unrealized
AFL AFL 0.0%
Value $18,000 Shares 164 Est. Cost $36.79 Unrealized +168.4%
ROST ROST 0.0%
Value $17,000 Shares 114 Est. Cost $64.50 Unrealized +125.3%
SHOP SHOP 0.0%
Value $16,000 Shares 210 Est. Cost $61.82 Unrealized +11.7%
CVX CVX 0.0%
Value $16,000 Shares 113 Est. Cost $142.25 Unrealized -1.6%
SPOT SPOT 0.0%
Value $15,000 Shares 41 Est. Cost $152.31 Unrealized +118.3%
TTC TTC 0.0%
Value $15,000 Shares 181 Est. Cost $63.40 Unrealized +41.8%
NNI NNI 0.0%
Value $15,000 Shares 138 Est. Cost $54.07 Unrealized +103.1%
694308503 0.0%
Value $14,000 Shares 700 Est. Cost $24.29 Unrealized
TRV TRV 0.0%
Value $14,000 Shares 60 Est. Cost $115.28 Unrealized +86.8%
PFE PFE 0.0%
Value $13,000 Shares 456 Est. Cost $40.04 Unrealized -33.4%
MGK MGK 0.0%
Value $13,000 Shares 42 Est. Cost $214.29 Unrealized
OEF OEF 0.0%
Value $13,000 Shares 48 Est. Cost $94.69 Unrealized
CB CB 0.0%
Value $13,000 Shares 48 Est. Cost $126.19 Unrealized +114.6%
F F 0.0%
Value $13,000 Shares 1,251 Est. Cost $10.54 Unrealized -1.0%
NDSN NDSN 0.0%
Value $13,000 Shares 52 Est. Cost $117.82 Unrealized +103.4%
VYM VYM 0.0%
Value $12,000 Shares 94 Est. Cost $96.20 Unrealized
COWZ COWZ 0.0%
Value $12,000 Shares 220 Est. Cost $54.55 Unrealized
BF/B BF.B 0.0%
Value $11,000 Shares 229 Est. Cost $42.14 Unrealized +2.7%
QCOM QCOM 0.0%
Value $11,000 Shares 68 Est. Cost $72.86 Unrealized +134.9%
IWD IWD 0.0%
Value $11,000 Shares 60 Est. Cost $146.55 Unrealized
COO COO 0.0%
Value $11,000 Shares 104 Est. Cost $96.75 Unrealized +0.6%
HDV HDV 0.0%
Value $10,000 Shares 89 Est. Cost $101.12 Unrealized
BMY BMY 0.0%
Value $10,000 Shares 196 Est. Cost $43.99 Unrealized -0.8%
IWN IWN 0.0%
Value $10,000 Shares 65 Est. Cost $153.85 Unrealized
DE DE 0.0%
Value $10,000 Shares 24 Est. Cost $365.14 Unrealized +1.1%
MEAR MEAR 0.0%
Value $10,000 Shares 207 Est. Cost $48.31 Unrealized
PRU PRU 0.0%
Value $9,000 Shares 78 Est. Cost $84.29 Unrealized +31.2%
NOC NOC 0.0%
Value $9,000 Shares 17 Est. Cost $317.67 Unrealized +50.5%
VLTO VLTO 0.0%
Value $9,000 Shares 85 Est. Cost $73.75 Unrealized +42.4%
KO KO 0.0%
Value $9,000 Shares 127 Est. Cost $55.69 Unrealized +17.9%
APD APD 0.0%
Value $9,000 Shares 32 Est. Cost $130.30 Unrealized +102.0%
RTX RTX 0.0%
Value $8,000 Shares 68 Est. Cost $72.05 Unrealized +54.2%
DG DG 0.0%
Value $8,000 Shares 94 Est. Cost $180.42 Unrealized -41.2%
WFC WFC 0.0%
Value $8,000 Shares 142 Est. Cost $54.85 Unrealized 0.0%
MET MET 0.0%
Value $8,000 Shares 106 Est. Cost $71.87 Unrealized 0.0%
STZ STZ 0.0%
Value $8,000 Shares 33 Est. Cost $197.79 Unrealized +21.5%
CURLF CURLF 0.0%
Value $7,000 Shares 2,367 Est. Cost $15.33 Unrealized -77.7%
BLK 0.0%
Value $7,000 Shares 8 Est. Cost $605.64 Unrealized
SYY SYY 0.0%
Value $7,000 Shares 98 Est. Cost $46.89 Unrealized +53.8%
FJUN FJUN 0.0%
Value $7,000 Shares 148 Est. Cost $40.19 Unrealized
AXP AXP 0.0%
Value $6,000 Shares 25 Est. Cost $177.82 Unrealized +37.9%
UHAL/B UHAL.B 0.0%
Value $6,000 Shares 90 Est. Cost $57.91 Unrealized +12.2%
NFG NFG 0.0%
Value $6,000 Shares 100 Est. Cost $68.71 Unrealized -14.9%
QYLD QYLD 0.0%
Value $6,000 Shares 361 Est. Cost $14.56 Unrealized
SE SE 0.0%
Value $6,000 Shares 69 Est. Cost $53.87 Unrealized
RDVY RDVY 0.0%
Value $5,000 Shares 97 Est. Cost $48.97 Unrealized
NLY NLY 0.0%
Value $5,000 Shares 254 Est. Cost $16.21 Unrealized
HUBS HUBS 0.0%
Value $5,000 Shares 10 Est. Cost $484.47 Unrealized +3.7%
QQQM QQQM 0.0%
Value $5,000 Shares 25 Est. Cost $200.00 Unrealized
SCHX SCHX 0.0%
Value $5,000 Shares 74 Est. Cost $53.32 Unrealized
FREYEUR FREY 0.0%
Value $4,000 Shares 5,084 Est. Cost $12.20 Unrealized
QTRX QTRX 0.0%
Value $4,000 Shares 362 Est. Cost $23.54 Unrealized -43.3%
KD KD 0.0%
Value $4,000 Shares 193 Est. Cost $21.59 Unrealized +13.0%
SOLV SOLV 0.0%
Value $3,000 Shares 48 Est. Cost $60.70 Unrealized -0.9%
CARR CARR 0.0%
Value $3,000 Shares 47 Est. Cost $17.13 Unrealized +300.0%
SCHZ SCHZ 0.0%
Value $3,000 Shares 71 Est. Cost $51.31 Unrealized
HON HON 0.0%
Value $3,000 Shares 17 Est. Cost $147.86 Unrealized +27.4%
BA BA 0.0%
Value $3,000 Shares 20 Est. Cost $216.87 Unrealized -20.9%
CRWD CRWD 0.0%
Value $3,000 Shares 14 Est. Cost $229.93 Unrealized +23.5%
ULTA ULTA 0.0%
Value $3,000 Shares 10 Est. Cost $513.25 Unrealized -26.9%
ICLN ICLN 0.0%
Value $3,000 Shares 248 Est. Cost $23.25 Unrealized
RITM RITM 0.0%
Value $2,000 Shares 261 Est. Cost $7.99 Unrealized
GLDM GLDM 0.0%
Value $2,000 Shares 49 Est. Cost $40.82 Unrealized
SHEL SHEL 0.0%
Value $2,000 Shares 36 Est. Cost $55.56 Unrealized
SCHA SCHA 0.0%
Value $2,000 Shares 46 Est. Cost $58.51 Unrealized
BAC BAC 0.0%
Value $2,000 Shares 50 Est. Cost $32.66 Unrealized +18.7%
PPG PPG 0.0%
Value $2,000 Shares 18 Est. Cost $99.02 Unrealized +23.2%
PSX PSX 0.0%
Value $2,000 Shares 19 Est. Cost $128.40 Unrealized 0.0%
CCL CCL 0.0%
Value $2,000 Shares 111 Est. Cost $60.22 Unrealized -71.9%
OTIS OTIS 0.0%
Value $2,000 Shares 23 Est. Cost $47.48 Unrealized +95.9%
BP BP 0.0%
Value $1,000 Shares 37 Est. Cost $27.03 Unrealized
INTC INTC 0.0%
Value $1,000 Shares 50 Est. Cost $44.16 Unrealized -43.6%
BANC BANC 0.0%
Value $1,000 Shares 103 Est. Cost $11.64 Unrealized +14.8%
EG EG 0.0%
Value $1,000 Shares 5 Est. Cost $373.07 Unrealized 0.0%
808CNT018 0.0%
Value $1,000 Shares 1,479 Est. Cost $3.59 Unrealized
C C 0.0%
Value $1,000 Shares 20 Est. Cost $59.42 Unrealized 0.0%
MDLZ MDLZ 0.0%
Value $1,000 Shares 17 Est. Cost $67.18 Unrealized 0.0%
DDD DDD 0.0%
Value $0 Shares 25 Est. Cost $33.05 Unrealized -91.3%
LCID 0.0%
Value $0 Shares 277 Est. Cost $3.61 Unrealized
CBSH CBSH 0.0%
Value $0 Shares 13 Est. Cost $39.57 Unrealized +36.8%
ASAPF 0.0%
Value $0 Shares 3,000 Est. Cost Unrealized
RMTI RMTI 0.0%
Value $0 Shares 226 Est. Cost $1.88 Unrealized +43.3%
BHF BHF 0.0%
Value $0 Shares 18 Est. Cost $44.94 Unrealized 0.0%
EMBC EMBC 0.0%
Value $0 Shares 4 Est. Cost $13.67 Unrealized 0.0%
ACB ACB 0.0%
Value $0 Shares 2 Est. Cost $5.92 Unrealized 0.0%
UHAL UHAL 0.0%
Value $0 Shares 10 Est. Cost $37.40 Unrealized +82.8%
SNVP SNVP 0.0%
Value $0 Shares 50,000 Est. Cost $0.00 Unrealized 0.0%
162537104 0.0%
Value $0 Shares 180 Est. Cost Unrealized