INVESTMENT MANAGEMENT CORP /VA/ /ADV Diversified Active

CIK: 0000789307 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $110,921 (100.0% shares, 0.0% debt)

Holdings (185)

LOW LOWES COS INC 20.4%
Value ($000) $22,595 Shares 96,877 Est. Cost $261.54 Unrealized -7.4%
PPA INVESCO EXCHANGE TRADED FD T 9.4%
Value ($000) $10,375 Shares 89,017 Est. Cost $114.73 Unrealized
KIE SPDR SER TR 8.7%
Value ($000) $9,690 Shares 160,091 Est. Cost $56.52 Unrealized
NOCT INNOVATOR ETFS TRUST 8.4%
Value ($000) $9,333 Shares 187,732 Est. Cost $51.34 Unrealized
IVV ISHARES TR 7.5%
Value ($000) $8,290 Shares 14,753 Est. Cost $588.67 Unrealized
GLD SPDR GOLD TR 4.8%
Value ($000) $5,301 Shares 18,397 Est. Cost $242.13 Unrealized
XLRE SELECT SECTOR SPDR TR 4.0%
Value ($000) $4,428 Shares 105,802 Est. Cost $40.67 Unrealized
KJAN INNOVATOR ETFS TRUST 2.7%
Value ($000) $3,032 Shares 84,838 Est. Cost $37.35 Unrealized
VYM VANGUARD WHITEHALL FDS 2.1%
Value ($000) $2,361 Shares 18,304 Est. Cost $127.59 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $1,820 Shares 10,504 Est. Cost $175.23 Unrealized
IAPR INNOVATOR ETFS TRUST 1.5%
Value ($000) $1,676 Shares 60,845 Est. Cost $26.70 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $1,610 Shares 17,340 Est. Cost $101.53 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $1,464 Shares 16,081 Est. Cost $87.33 Unrealized
FUTY FIDELITY COVINGTON TRUST 1.1%
Value ($000) $1,169 Shares 22,951 Est. Cost $48.77 Unrealized
XLC SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,144 Shares 11,863 Est. Cost $96.80 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.9%
Value ($000) $971 Shares 36,263 Est. Cost $27.05 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $967 Shares 4,684 Est. Cost $232.53 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $903 Shares 4,746 Est. Cost $204.58 Unrealized +6.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $890 Shares 1,671 Est. Cost $461.73 Unrealized +5.3%
IAU ISHARES GOLD TR 0.8%
Value ($000) $861 Shares 14,605 Est. Cost $58.96 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $824 Shares 2,194 Est. Cost $420.59 Unrealized -3.7%
KBWB INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $794 Shares 12,642 Est. Cost $65.25 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $692 Shares 11,854 Est. Cost $58.35 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $688 Shares 15,749 Est. Cost $41.96 Unrealized
CTAS CINTAS CORP 0.6%
Value ($000) $671 Shares 3,263 Est. Cost $206.04 Unrealized -4.0%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $668 Shares 1,895 Est. Cost $341.50 Unrealized +11.6%
META META PLATFORMS INC 0.6%
Value ($000) $658 Shares 1,141 Est. Cost $594.64 Unrealized +8.2%
FISV FISERV INC 0.6%
Value ($000) $631 Shares 2,857 Est. Cost $207.04 Unrealized +5.7%
SEIC SEI INVTS CO 0.5%
Value ($000) $605 Shares 7,789 Est. Cost $77.08 Unrealized +3.1%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $577 Shares 5,324 Est. Cost $135.72 Unrealized -6.6%
SMH VANECK ETF TRUST 0.5%
Value ($000) $539 Shares 2,551 Est. Cost $241.12 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $530 Shares 967 Est. Cost $519.40 Unrealized +4.4%
AAPL APPLE INC 0.5%
Value ($000) $527 Shares 2,371 Est. Cost $233.89 Unrealized -1.3%
TJX TJX COS INC NEW 0.5%
Value ($000) $521 Shares 4,282 Est. Cost $118.19 Unrealized +1.6%
V VISA INC 0.5%
Value ($000) $518 Shares 1,478 Est. Cost $304.81 Unrealized +10.3%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $514 Shares 6,520 Est. Cost $75.85 Unrealized
PKG PACKAGING CORP AMER 0.5%
Value ($000) $513 Shares 2,591 Est. Cost $220.75 Unrealized -5.6%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $503 Shares 1,072 Est. Cost $509.70 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $488 Shares 1,831 Est. Cost $243.03 Unrealized 0.0%
URI UNITED RENTALS INC 0.4%
Value ($000) $485 Shares 774 Est. Cost $781.57 Unrealized -12.7%
PPC PILGRIMS PRIDE CORP 0.4%
Value ($000) $483 Shares 8,865 Est. Cost $50.02 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $481 Shares 992 Est. Cost $463.92 Unrealized +0.4%
HESM HESS MIDSTREAM LP 0.4%
Value ($000) $477 Shares 11,269 Est. Cost $33.60 Unrealized +11.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $476 Shares 7,558 Est. Cost $63.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $464 Shares 4,603 Est. Cost $99.94 Unrealized +0.8%
TOST TOAST INC 0.4%
Value ($000) $452 Shares 13,640 Est. Cost $35.68 Unrealized +4.9%
MCO MOODYS CORP 0.4%
Value ($000) $451 Shares 969 Est. Cost $478.32 Unrealized +0.1%
RS RELIANCE INC 0.4%
Value ($000) $443 Shares 1,534 Est. Cost $294.62 Unrealized -2.9%
VMC VULCAN MATLS CO 0.4%
Value ($000) $416 Shares 1,782 Est. Cost $264.11 Unrealized -4.5%
IGV ISHARES TR 0.4%
Value ($000) $407 Shares 4,568 Est. Cost $99.81 Unrealized
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $398 Shares 5,480 Est. Cost $78.11 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value ($000) $387 Shares 2,474 Est. Cost $176.86 Unrealized +3.2%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $378 Shares 2,108 Est. Cost $170.68 Unrealized +9.4%
DHI D R HORTON INC 0.3%
Value ($000) $303 Shares 2,385 Est. Cost $158.27 Unrealized -16.1%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $236 Shares 998 Est. Cost $248.46 Unrealized -3.7%
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $208 Shares 1,608 Est. Cost $109.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $193 Shares 4,252 Est. Cost $39.42 Unrealized +0.4%
BSCX INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $174 Shares 8,349 Est. Cost $20.62 Unrealized
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $152 Shares 4,926 Est. Cost $25.89 Unrealized
T AT&T INC 0.1%
Value ($000) $149 Shares 5,254 Est. Cost $22.01 Unrealized +10.6%
TFC TRUIST FINL CORP 0.1%
Value ($000) $137 Shares 3,318 Est. Cost $42.38 Unrealized +0.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $105 Shares 614 Est. Cost $165.43 Unrealized -0.9%
KO COCA COLA CO 0.1%
Value ($000) $103 Shares 1,439 Est. Cost $63.09 Unrealized +3.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $98 Shares 226 Est. Cost $409.27 Unrealized -3.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $95 Shares 1,000 Est. Cost $97.26 Unrealized +12.0%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $89 Shares 2,580 Est. Cost $39.37 Unrealized -7.0%
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $65 Shares 2,317 Est. Cost $27.77 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $59 Shares 1,895 Est. Cost $37.49 Unrealized -9.7%
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $58 Shares 1,546 Est. Cost $38.50 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $57 Shares 1,600 Est. Cost $36.80 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $57 Shares 221 Est. Cost $325.60 Unrealized +2.4%
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $56 Shares 1,502 Est. Cost $37.87 Unrealized
WMT WALMART INC 0.0%
Value ($000) $55 Shares 628 Est. Cost $85.98 Unrealized +8.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $55 Shares 111 Est. Cost $521.43 Unrealized +6.1%
KJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $53 Shares 1,896 Est. Cost $29.44 Unrealized
PATK PATRICK INDS INC 0.0%
Value ($000) $49 Shares 575 Est. Cost $87.55 Unrealized +1.2%
GRMN GARMIN LTD 0.0%
Value ($000) $48 Shares 223 Est. Cost $192.45 Unrealized +10.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $46 Shares 87 Est. Cost $552.89 Unrealized -9.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $45 Shares 747 Est. Cost $50.15 Unrealized +1.8%
MMM 3M CO 0.0%
Value ($000) $44 Shares 301 Est. Cost $138.66 Unrealized +4.3%
ASML ASML HOLDING N V 0.0%
Value ($000) $44 Shares 67 Est. Cost $688.81 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $44 Shares 350 Est. Cost $130.47 Unrealized -4.2%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $44 Shares 509 Est. Cost $76.44 Unrealized +5.2%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $41 Shares 28 Est. Cost $80.63 Unrealized +7.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $41 Shares 1,828 Est. Cost $20.35 Unrealized +2.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $39 Shares 236 Est. Cost $148.64 Unrealized +1.2%
EVRG EVERGY INC 0.0%
Value ($000) $39 Shares 569 Est. Cost $61.64 Unrealized +2.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $37 Shares 596 Est. Cost $58.17 Unrealized +3.3%
VICI VICI PPTYS INC 0.0%
Value ($000) $37 Shares 1,123 Est. Cost $29.29 Unrealized -0.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $36 Shares 403 Est. Cost $85.95 Unrealized +1.7%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $36 Shares 392 Est. Cost $88.64 Unrealized +2.1%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $35 Shares 619 Est. Cost $57.76 Unrealized -1.3%
NVS NOVARTIS AG 0.0%
Value ($000) $35 Shares 313 Est. Cost $106.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $35 Shares 1,141 Est. Cost $29.30 Unrealized -3.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $34 Shares 205 Est. Cost $197.50 Unrealized
GLW CORNING INC 0.0%
Value ($000) $34 Shares 742 Est. Cost $47.72 Unrealized +1.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $34 Shares 61 Est. Cost $588.06 Unrealized
SHBI SHORE BANCSHARES INC 0.0%
Value ($000) $33 Shares 2,409 Est. Cost $15.49 Unrealized -2.7%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $32 Shares 460 Est. Cost $71.82 Unrealized +2.8%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $31 Shares 397 Est. Cost $80.82 Unrealized -1.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $31 Shares 997 Est. Cost $30.69 Unrealized -3.7%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $29 Shares 408 Est. Cost $71.28 Unrealized -3.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $28 Shares 215 Est. Cost $130.93 Unrealized +3.8%
BLK BLACKROCK INC 0.0%
Value ($000) $28 Shares 29 Est. Cost $991.05 Unrealized -2.9%
SKECHERS U S A INC 0.0%
Value ($000) $27 Shares 482 Est. Cost $67.11 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $26 Shares 97 Est. Cost $283.58 Unrealized +3.1%
ABBV ABBVIE INC 0.0%
Value ($000) $26 Shares 123 Est. Cost $177.41 Unrealized +6.8%
EIX EDISON INTL 0.0%
Value ($000) $25 Shares 431 Est. Cost $64.11 Unrealized -14.5%
ADSK AUTODESK INC 0.0%
Value ($000) $25 Shares 97 Est. Cost $295.42 Unrealized -3.7%
DOW DOW INC 0.0%
Value ($000) $25 Shares 704 Est. Cost $38.49 Unrealized -6.6%
WEX WEX INC 0.0%
Value ($000) $23 Shares 144 Est. Cost $187.51 Unrealized -12.2%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $22 Shares 107 Est. Cost $173.43 Unrealized +15.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $22 Shares 302 Est. Cost $66.67 Unrealized +10.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $21 Shares 100 Est. Cost $218.15 Unrealized +6.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $20 Shares 88 Est. Cost $225.16 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $19 Shares 69 Est. Cost $387.42 Unrealized -11.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $19 Shares 45 Est. Cost $438.63 Unrealized -1.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $17 Shares 14 Est. Cost $1304.80 Unrealized -2.1%
TTC TORO CO 0.0%
Value ($000) $17 Shares 232 Est. Cost $83.84 Unrealized -5.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $17 Shares 399 Est. Cost $42.83 Unrealized +1.9%
INTU INTUIT 0.0%
Value ($000) $15 Shares 25 Est. Cost $634.69 Unrealized -5.9%
VST VISTRA CORP 0.0%
Value ($000) $15 Shares 124 Est. Cost $148.62 Unrealized 0.0%
NICE NICE LTD 0.0%
Value ($000) $14 Shares 94 Est. Cost $169.84 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $14 Shares 119 Est. Cost $112.36 Unrealized -4.6%
ABNB AIRBNB INC 0.0%
Value ($000) $14 Shares 118 Est. Cost $134.70 Unrealized -0.5%
AVGO BROADCOM INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $182.87 Unrealized +14.7%
HD HOME DEPOT INC 0.0%
Value ($000) $13 Shares 35 Est. Cost $397.26 Unrealized -4.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $13 Shares 131 Est. Cost $103.52 Unrealized +2.7%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.97 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $13 Shares 13 Est. Cost $922.64 Unrealized +5.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $12 Shares 212 Est. Cost $123.72 Unrealized -26.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $11 Shares 240 Est. Cost $53.05 Unrealized
MRK MERCK &CO INC 0.0%
Value ($000) $11 Shares 118 Est. Cost $98.70 Unrealized -8.7%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $10 Shares 237 Est. Cost $46.63 Unrealized -4.2%
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 26 Est. Cost $495.13 Unrealized -13.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $9 Shares 880 Est. Cost $9.29 Unrealized +12.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9 Shares 126 Est. Cost $75.03 Unrealized -8.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $544.86 Unrealized +8.4%
XHB SPDR SER TR 0.0%
Value ($000) $8 Shares 79 Est. Cost $104.50 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $8 Shares 53 Est. Cost $146.82 Unrealized -0.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 74 Est. Cost $94.04 Unrealized +7.4%
JPM JPMORGAN CHASE &CO. 0.0%
Value ($000) $7 Shares 29 Est. Cost $228.03 Unrealized +10.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 48 Est. Cost $148.83 Unrealized -2.5%
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 160 Est. Cost $46.63 Unrealized -5.2%
TREX TREX CO INC 0.0%
Value ($000) $6 Shares 109 Est. Cost $70.47 Unrealized -7.8%
PEP PEPSICO INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $156.55 Unrealized -8.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.70 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $6 Shares 101 Est. Cost $54.03 Unrealized -2.4%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 71 Est. Cost $78.62 Unrealized +1.4%
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $5 Shares 165 Est. Cost $29.44 Unrealized
XPEV XPENG INC 0.0%
Value ($000) $5 Shares 235 Est. Cost $20.72 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $5 Shares 78 Est. Cost $61.35 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 15 Est. Cost $290.22 Unrealized +0.9%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $4 Shares 15 Est. Cost $315.96 Unrealized -9.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $79.25 Unrealized +3.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4 Shares 44 Est. Cost $93.07 Unrealized -5.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4 Shares 9 Est. Cost $527.20 Unrealized -15.0%
JNJ JOHNSON &JOHNSON 0.0%
Value ($000) $4 Shares 24 Est. Cost $149.59 Unrealized +1.9%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $468.46 Unrealized -5.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.40 Unrealized +1.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $4 Shares 195 Est. Cost $25.28 Unrealized -4.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $231.32 Unrealized -23.1%
APD AIR PRODS &CHEMS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $304.00 Unrealized -1.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 75 Est. Cost $51.75 Unrealized -5.7%
MCHI ISHARES TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $46.86 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3 Shares 54 Est. Cost $52.58 Unrealized +5.5%
UNILEVER PLC 0.0%
Value ($000) $3 Shares 54 Est. Cost $56.70 Unrealized
KELLANOVA 0.0%
Value ($000) $3 Shares 38 Est. Cost $78.47 Unrealized +2.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $3 Shares 24 Est. Cost $108.79 Unrealized +1.6%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $271.73 Unrealized -6.7%
RY ROYAL BK CDA 0.0%
Value ($000) $3 Shares 25 Est. Cost $123.44 Unrealized -4.6%
PFF ISHARES TR 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.44 Unrealized
BA BOEING CO 0.0%
Value ($000) $3 Shares 16 Est. Cost $156.93 Unrealized +10.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $122.34 Unrealized -7.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.63 Unrealized +4.5%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 177 Est. Cost $10.46 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.38 Unrealized +14.0%
GE GE AEROSPACE 0.0%
Value ($000) $1 Shares 3 Est. Cost $177.15 Unrealized +10.5%
PGEN PRECIGEN INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.57 Unrealized 0.0%
VIMEO INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.33 Unrealized -2.6%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.00 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.84 Unrealized +1.2%
OGN ORGANON &CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $15.75 Unrealized -4.0%
TCRT ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.64 Unrealized 0.0%