BARRETT & COMPANY, INC. Diversified Active

CIK: 0000887602 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 21, 2025

Total Value ($000): $266,697 (100.0% shares, 0.0% debt)

Holdings (639)

VTI VANGUARD INDEX FDS 9.8%
Value ($000) $26,237 Shares 86,325 Est. Cost $235.80 Unrealized
IVW ISHARES TR 5.9%
Value ($000) $15,828 Shares 143,761 Est. Cost $68.72 Unrealized
USMV ISHARES TR 5.6%
Value ($000) $14,892 Shares 158,643 Est. Cost $75.77 Unrealized
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $12,188 Shares 77,145 Est. Cost $95.56 Unrealized +31.7%
IVV ISHARES TR 2.9%
Value ($000) $7,738 Shares 12,462 Est. Cost $403.90 Unrealized
ILCV ISHARES TR 2.9%
Value ($000) $7,698 Shares 92,317 Est. Cost $65.93 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $6,329 Shares 30,847 Est. Cost $166.69 Unrealized +20.8%
XT ISHARES TR 2.3%
Value ($000) $6,019 Shares 92,252 Est. Cost $48.41 Unrealized
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $5,577 Shares 12,720 Est. Cost $214.83 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $5,417 Shares 121,194 Est. Cost $40.85 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $5,403 Shares 8,745 Est. Cost $456.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $5,167 Shares 76,869 Est. Cost $52.00 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $5,151 Shares 23,477 Est. Cost $139.73 Unrealized +41.6%
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $4,990 Shares 24,379 Est. Cost $186.33 Unrealized
META META PLATFORMS INC 1.8%
Value ($000) $4,932 Shares 6,683 Est. Cost $343.95 Unrealized +79.3%
MDY SPDR S&P MIDCAP 400 ETF TR 1.7%
Value ($000) $4,650 Shares 8,208 Est. Cost $450.52 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,500 Shares 9,047 Est. Cost $269.40 Unrealized +60.5%
SLYG SPDR SERIES TRUST 1.7%
Value ($000) $4,496 Shares 50,663 Est. Cost $72.67 Unrealized
VTV VANGUARD INDEX FDS 1.7%
Value ($000) $4,402 Shares 24,905 Est. Cost $140.94 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $4,390 Shares 48,295 Est. Cost $76.13 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value ($000) $3,542 Shares 62,131 Est. Cost $42.15 Unrealized
VB VANGUARD INDEX FDS 1.3%
Value ($000) $3,460 Shares 14,601 Est. Cost $223.21 Unrealized
JPM JPMORGAN CHASE &CO. 1.2%
Value ($000) $3,152 Shares 10,872 Est. Cost $143.09 Unrealized +76.6%
CGGR CAPITAL GROUP GROWTH ETF 1.0%
Value ($000) $2,618 Shares 64,398 Est. Cost $28.95 Unrealized
CALF PACER FDS TR 0.8%
Value ($000) $2,098 Shares 52,699 Est. Cost $40.86 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,952 Shares 31,120 Est. Cost $44.66 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,939 Shares 10,933 Est. Cost $176.04 Unrealized -6.4%
MTB M &T BK CORP 0.7%
Value ($000) $1,930 Shares 9,950 Est. Cost $158.03 Unrealized +9.4%
HWM HOWMET AEROSPACE INC 0.7%
Value ($000) $1,812 Shares 9,735 Est. Cost $34.72 Unrealized +342.5%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,702 Shares 15,791 Est. Cost $83.06 Unrealized +25.8%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,588 Shares 9,014 Est. Cost $129.65 Unrealized +25.9%
IWD ISHARES TR 0.6%
Value ($000) $1,571 Shares 8,090 Est. Cost $152.88 Unrealized
JNJ JOHNSON &JOHNSON 0.6%
Value ($000) $1,483 Shares 9,710 Est. Cost $152.67 Unrealized -1.2%
NEWT NEWTEKONE INC 0.6%
Value ($000) $1,482 Shares 131,349 Est. Cost $20.41 Unrealized -47.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,420 Shares 8,915 Est. Cost $134.12 Unrealized +19.9%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,329 Shares 27,075 Est. Cost $51.19 Unrealized
IBDS ISHARES TR 0.5%
Value ($000) $1,256 Shares 51,766 Est. Cost $23.79 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $1,234 Shares 15,957 Est. Cost $74.51 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,215 Shares 24,671 Est. Cost $47.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,205 Shares 6,632 Est. Cost $142.71 Unrealized
HEI HEICO CORP NEW 0.4%
Value ($000) $1,055 Shares 3,216 Est. Cost $177.29 Unrealized +56.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value ($000) $1,022 Shares 25,883 Est. Cost $31.03 Unrealized
ISHARES TR 0.4%
Value ($000) $1,013 Shares 40,233 Est. Cost $24.35 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,000 Shares 21,137 Est. Cost $29.58 Unrealized +40.1%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $993 Shares 1,748 Est. Cost $353.70 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $990 Shares 41,542 Est. Cost $30.06 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $980 Shares 19,822 Est. Cost $40.04 Unrealized
IBTG ISHARES TR 0.4%
Value ($000) $977 Shares 42,625 Est. Cost $22.87 Unrealized
TXT TEXTRON INC 0.4%
Value ($000) $966 Shares 12,031 Est. Cost $63.20 Unrealized +14.4%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $918 Shares 6,412 Est. Cost $133.43 Unrealized +2.7%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $914 Shares 1,795 Est. Cost $309.61 Unrealized +40.0%
MET METLIFE INC 0.3%
Value ($000) $898 Shares 11,160 Est. Cost $57.88 Unrealized +31.0%
DFAI DIMENSIONAL ETF TRUST 0.3%
Value ($000) $894 Shares 25,847 Est. Cost $26.57 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $843 Shares 15,291 Est. Cost $51.61 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $835 Shares 5,243 Est. Cost $148.44 Unrealized -2.3%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $831 Shares 10,563 Est. Cost $75.29 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $811 Shares 39,744 Est. Cost $20.69 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $803 Shares 2,726 Est. Cost $117.92 Unrealized +115.2%
ISHARES TR 0.3%
Value ($000) $796 Shares 34,072 Est. Cost $23.33 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $787 Shares 5,901 Est. Cost $79.12 Unrealized +43.5%
IJR ISHARES TR 0.3%
Value ($000) $767 Shares 7,015 Est. Cost $94.69 Unrealized
IBTH ISHARES TR 0.3%
Value ($000) $756 Shares 33,613 Est. Cost $22.27 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $737 Shares 17,394 Est. Cost $28.09 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $724 Shares 8,668 Est. Cost $83.48 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $694 Shares 8,381 Est. Cost $81.21 Unrealized
LDDR STONE RIDGE TR 0.2%
Value ($000) $666 Shares 7,645 Est. Cost $87.32 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $665 Shares 4,869 Est. Cost $99.66 Unrealized
AON AON PLC 0.2%
Value ($000) $658 Shares 1,843 Est. Cost $292.51 Unrealized +23.5%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $650 Shares 8,175 Est. Cost $75.27 Unrealized
ICOW PACER FDS TR 0.2%
Value ($000) $621 Shares 18,242 Est. Cost $29.21 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $593 Shares 24,460 Est. Cost $23.59 Unrealized
DVYE ISHARES INC 0.2%
Value ($000) $586 Shares 20,458 Est. Cost $3.43 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $580 Shares 4,483 Est. Cost $91.39 Unrealized +31.5%
LLY ELI LILLY &CO 0.2%
Value ($000) $579 Shares 743 Est. Cost $408.27 Unrealized +89.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $559 Shares 1,151 Est. Cost $376.48 Unrealized +34.9%
ABBV ABBVIE INC 0.2%
Value ($000) $549 Shares 2,959 Est. Cost $128.52 Unrealized +42.1%
IBDT ISHARES TR 0.2%
Value ($000) $541 Shares 21,294 Est. Cost $25.06 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $531 Shares 2,064 Est. Cost $47.38 Unrealized +361.4%
MRK MERCK &CO INC 0.2%
Value ($000) $530 Shares 6,698 Est. Cost $81.63 Unrealized -5.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $526 Shares 7,580 Est. Cost $40.65 Unrealized +48.6%
IJS ISHARES TR 0.2%
Value ($000) $517 Shares 5,200 Est. Cost $91.47 Unrealized
ORI OLD REP INTL CORP 0.2%
Value ($000) $507 Shares 13,200 Est. Cost $17.40 Unrealized +100.4%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $507 Shares 6,889 Est. Cost $72.03 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $502 Shares 6,489 Est. Cost $74.46 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $500 Shares 5,611 Est. Cost $82.87 Unrealized
IBTI ISHARES TR 0.2%
Value ($000) $481 Shares 21,503 Est. Cost $22.10 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $458 Shares 1,501 Est. Cost $169.73 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $456 Shares 4,242 Est. Cost $88.03 Unrealized +14.9%
DVY ISHARES TR 0.2%
Value ($000) $455 Shares 3,426 Est. Cost $120.69 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $423 Shares 3,414 Est. Cost $104.56 Unrealized -1.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $420 Shares 11,916 Est. Cost $28.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $410 Shares 3,075 Est. Cost $108.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $400 Shares 2,821 Est. Cost $130.95 Unrealized -16.9%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $396 Shares 7,996 Est. Cost $47.60 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $395 Shares 1,561 Est. Cost $188.81 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $392 Shares 14,702 Est. Cost $38.81 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $383 Shares 5,550 Est. Cost $86.66 Unrealized -25.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $377 Shares 1,842 Est. Cost $158.57 Unrealized +17.1%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $371 Shares 23,300 Est. Cost $15.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $368 Shares 1,181 Est. Cost $464.98 Unrealized -19.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $361 Shares 1,551 Est. Cost $166.69 Unrealized +19.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $357 Shares 3,920 Est. Cost $38.69 Unrealized +117.0%
LOW LOWES COS INC 0.1%
Value ($000) $353 Shares 1,589 Est. Cost $182.38 Unrealized +21.0%
PFE PFIZER INC 0.1%
Value ($000) $351 Shares 14,464 Est. Cost $40.27 Unrealized -44.5%
HDV ISHARES TR 0.1%
Value ($000) $351 Shares 2,992 Est. Cost $104.23 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $339 Shares 2,508 Est. Cost $84.78 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $329 Shares 7,610 Est. Cost $35.22 Unrealized +18.7%
NKE NIKE INC 0.1%
Value ($000) $327 Shares 4,601 Est. Cost $101.57 Unrealized -41.8%
HYG ISHARES TR 0.1%
Value ($000) $323 Shares 4,007 Est. Cost $73.75 Unrealized
T AT&T INC 0.1%
Value ($000) $319 Shares 11,033 Est. Cost $15.31 Unrealized +76.1%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $318 Shares 17,543 Est. Cost $9.28 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $312 Shares 556 Est. Cost $325.17 Unrealized +69.6%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $307 Shares 6,635 Est. Cost $45.61 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $306 Shares 1,093 Est. Cost $210.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $306 Shares 2,198 Est. Cost $139.99 Unrealized +0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $291 Shares 6,279 Est. Cost $62.30 Unrealized -24.2%
IVE ISHARES TR 0.1%
Value ($000) $290 Shares 1,482 Est. Cost $148.28 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $287 Shares 3,860 Est. Cost $64.45 Unrealized +6.0%
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $285 Shares 12,098 Est. Cost $18.75 Unrealized
V VISA INC 0.1%
Value ($000) $283 Shares 797 Est. Cost $241.51 Unrealized +43.7%
AMGN AMGEN INC 0.1%
Value ($000) $280 Shares 1,004 Est. Cost $225.70 Unrealized +23.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $279 Shares 3,114 Est. Cost $89.56 Unrealized -1.7%
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $271 Shares 7,219 Est. Cost $30.32 Unrealized +23.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $269 Shares 508 Est. Cost $161.68 Unrealized +157.3%
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $266 Shares 3,105 Est. Cost $124.22 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $265 Shares 7,678 Est. Cost $27.21 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $262 Shares 8,209 Est. Cost $29.21 Unrealized
MMM 3M CO 0.1%
Value ($000) $260 Shares 1,706 Est. Cost $123.75 Unrealized +14.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $260 Shares 888 Est. Cost $261.93 Unrealized +15.9%
IMCB ISHARES TR 0.1%
Value ($000) $256 Shares 3,216 Est. Cost $58.66 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $255 Shares 1,875 Est. Cost $100.04 Unrealized +30.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $253 Shares 546 Est. Cost $381.55 Unrealized +20.3%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $249 Shares 6,008 Est. Cost $36.93 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $246 Shares 2,449 Est. Cost $98.64 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $245 Shares 7,980 Est. Cost $30.70 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $241 Shares 1,900 Est. Cost $86.27 Unrealized +16.5%
IUSG ISHARES TR 0.1%
Value ($000) $230 Shares 1,532 Est. Cost $82.27 Unrealized
CG CARLYLE GROUP INC 0.1%
Value ($000) $226 Shares 4,406 Est. Cost $43.81 Unrealized -3.9%
ROYCE SMALL CAP TRUST INC 0.1%
Value ($000) $218 Shares 14,470 Est. Cost $13.35 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $206 Shares 291 Est. Cost $297.04 Unrealized +92.5%
ETN EATON CORP PLC 0.1%
Value ($000) $203 Shares 568 Est. Cost $133.40 Unrealized +129.9%
BX BLACKSTONE INC 0.1%
Value ($000) $201 Shares 1,346 Est. Cost $101.10 Unrealized +33.6%
ISCV ISHARES TR 0.1%
Value ($000) $201 Shares 3,276 Est. Cost $52.86 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $198 Shares 933 Est. Cost $100.28 Unrealized +84.5%
KO COCA COLA CO 0.1%
Value ($000) $197 Shares 2,781 Est. Cost $56.24 Unrealized +24.1%
TSLA TESLA INC 0.1%
Value ($000) $196 Shares 617 Est. Cost $208.14 Unrealized +44.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $196 Shares 2,152 Est. Cost $87.66 Unrealized +2.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $195 Shares 1,651 Est. Cost $91.31 Unrealized +26.4%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $190 Shares 3,885 Est. Cost $36.57 Unrealized +5.4%
LGLV SPDR SERIES TRUST 0.1%
Value ($000) $184 Shares 1,054 Est. Cost $135.66 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $183 Shares 498 Est. Cost $301.45 Unrealized +18.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $181 Shares 792 Est. Cost $158.00 Unrealized +45.3%
IBTJ ISHARES TR 0.1%
Value ($000) $181 Shares 8,235 Est. Cost $21.56 Unrealized
NBBK NB BANCORP INC 0.1%
Value ($000) $179 Shares 10,000 Est. Cost $13.97 Unrealized +20.9%
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $178 Shares 6,007 Est. Cost $27.04 Unrealized -5.8%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $176 Shares 3,475 Est. Cost $50.13 Unrealized
TPG TPG INC 0.1%
Value ($000) $176 Shares 3,350 Est. Cost $48.51 Unrealized -1.1%
PEP PEPSICO INC 0.1%
Value ($000) $167 Shares 1,264 Est. Cost $158.95 Unrealized -17.6%
IEMG ISHARES INC 0.1%
Value ($000) $166 Shares 2,772 Est. Cost $64.75 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $166 Shares 2,600 Est. Cost $50.00 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $163 Shares 1,966 Est. Cost $77.68 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $163 Shares 1,120 Est. Cost $107.32 Unrealized +37.5%
COHEN &STEERS LTD DURATION 0.1%
Value ($000) $163 Shares 7,747 Est. Cost $19.02 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $160 Shares 5,646 Est. Cost $32.45 Unrealized -19.1%
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $156 Shares 49,198 Est. Cost $4.61 Unrealized -34.4%
CGMM CAPITAL GROUP EQUITY ETF TR 0.1%
Value ($000) $153 Shares 5,675 Est. Cost $24.18 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $152 Shares 485 Est. Cost $39.81 Unrealized +493.1%
RTX RTX CORPORATION 0.1%
Value ($000) $152 Shares 1,038 Est. Cost $85.07 Unrealized +54.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $151 Shares 2,879 Est. Cost $40.14 Unrealized
RDDT REDDIT INC 0.1%
Value ($000) $151 Shares 1,000 Est. Cost $54.74 Unrealized +107.1%
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $148 Shares 1,297 Est. Cost $140.56 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $148 Shares 2,385 Est. Cost $96.97 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $146 Shares 905 Est. Cost $154.13 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $142 Shares 850 Est. Cost $148.06 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $141 Shares 1,339 Est. Cost $54.56 Unrealized +89.9%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $138 Shares 1,514 Est. Cost $66.70 Unrealized +24.7%
SO SOUTHERN CO 0.1%
Value ($000) $136 Shares 1,486 Est. Cost $73.48 Unrealized +19.7%
BA BOEING CO 0.1%
Value ($000) $136 Shares 650 Est. Cost $153.68 Unrealized +22.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $135 Shares 539 Est. Cost $214.08 Unrealized +6.1%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $134 Shares 7,000 Est. Cost $18.61 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $134 Shares 581 Est. Cost $210.38 Unrealized +3.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $130 Shares 4,208 Est. Cost $24.30 Unrealized
SSPY EXCHANGE LISTED FDS TR 0.0%
Value ($000) $130 Shares 1,577 Est. Cost $78.04 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $125 Shares 8,176 Est. Cost $16.94 Unrealized -13.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $123 Shares 564 Est. Cost $137.78 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $122 Shares 2,894 Est. Cost $50.46 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $121 Shares 91 Est. Cost $27.76 Unrealized +307.3%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $120 Shares 4,875 Est. Cost $24.71 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $120 Shares 1,088 Est. Cost $106.86 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $117 Shares 430 Est. Cost $147.72 Unrealized +68.7%
DOV DOVER CORP 0.0%
Value ($000) $116 Shares 635 Est. Cost $142.18 Unrealized +21.5%
EFA ISHARES TR 0.0%
Value ($000) $116 Shares 1,298 Est. Cost $65.65 Unrealized
IBDU ISHARES TR 0.0%
Value ($000) $116 Shares 4,958 Est. Cost $23.01 Unrealized
GRNY TIDAL TRUST I 0.0%
Value ($000) $116 Shares 5,100 Est. Cost $19.93 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $114 Shares 6,249 Est. Cost $13.42 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $112 Shares 2,000 Est. Cost $61.50 Unrealized -17.3%
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $111 Shares 4,954 Est. Cost $22.46 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $109 Shares 968 Est. Cost $128.70 Unrealized
GSK GSK PLC 0.0%
Value ($000) $109 Shares 2,840 Est. Cost $35.14 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $108 Shares 1,256 Est. Cost $64.32 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $108 Shares 1,051 Est. Cost $96.97 Unrealized
GLW CORNING INC 0.0%
Value ($000) $108 Shares 2,047 Est. Cost $40.86 Unrealized +13.3%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $106 Shares 825 Est. Cost $97.43 Unrealized -0.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $104 Shares 268 Est. Cost $197.03 Unrealized +67.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $103 Shares 520 Est. Cost $219.82 Unrealized -12.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $103 Shares 253 Est. Cost $444.39 Unrealized -6.2%
EFAV ISHARES TR 0.0%
Value ($000) $102 Shares 1,212 Est. Cost $63.95 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $102 Shares 1,097 Est. Cost $85.03 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $100 Shares 482 Est. Cost $155.77 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $99 Shares 1,164 Est. Cost $85.81 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $99 Shares 210 Est. Cost $452.31 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $98 Shares 397 Est. Cost $185.90 Unrealized +27.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $98 Shares 1,411 Est. Cost $70.96 Unrealized -4.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $97 Shares 334 Est. Cost $210.86 Unrealized +29.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $97 Shares 719 Est. Cost $136.99 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $96 Shares 1,496 Est. Cost $39.01 Unrealized
FRANKLIN LTD DURATION INCOME 0.0%
Value ($000) $95 Shares 14,734 Est. Cost $6.21 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $94 Shares 412 Est. Cost $202.93 Unrealized +6.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $93 Shares 1,584 Est. Cost $34.25 Unrealized +63.3%
PBI PITNEY BOWES INC 0.0%
Value ($000) $93 Shares 8,500 Est. Cost $3.21 Unrealized +193.2%
IBTL ISHARES TR 0.0%
Value ($000) $92 Shares 4,435 Est. Cost $20.77 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $91 Shares 1,223 Est. Cost $62.96 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $91 Shares 1,325 Est. Cost $23.90 Unrealized +14.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $89 Shares 619 Est. Cost $64.52 Unrealized +58.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $88 Shares 133 Est. Cost $477.71 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $88 Shares 200 Est. Cost $463.89 Unrealized 0.0%
IYR ISHARES TR 0.0%
Value ($000) $88 Shares 924 Est. Cost $84.23 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $87 Shares 1,231 Est. Cost $37.82 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $86 Shares 826 Est. Cost $95.42 Unrealized +9.3%
LQD ISHARES TR 0.0%
Value ($000) $85 Shares 778 Est. Cost $106.68 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $85 Shares 154 Est. Cost $358.97 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $84 Shares 11,493 Est. Cost $6.87 Unrealized
NBSM NEUBERGER BERMAN ETF TRUST 0.0%
Value ($000) $83 Shares 3,326 Est. Cost $25.35 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $83 Shares 792 Est. Cost $124.12 Unrealized
IBTK ISHARES TR 0.0%
Value ($000) $83 Shares 4,163 Est. Cost $19.74 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $82 Shares 819 Est. Cost $92.63 Unrealized +11.9%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $82 Shares 7,750 Est. Cost $10.51 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $80 Shares 3,050 Est. Cost $25.90 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $80 Shares 1,161 Est. Cost $113.40 Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $31.47 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $78 Shares 250 Est. Cost $218.18 Unrealized +14.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $77 Shares 2,155 Est. Cost $35.61 Unrealized -4.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $76 Shares 248 Est. Cost $262.40 Unrealized +15.2%
IBB ISHARES TR 0.0%
Value ($000) $76 Shares 604 Est. Cost $131.38 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $73 Shares 8,445 Est. Cost $8.60 Unrealized
CPRT COPART INC 0.0%
Value ($000) $73 Shares 1,490 Est. Cost $44.64 Unrealized +25.4%
OEF ISHARES TR 0.0%
Value ($000) $73 Shares 240 Est. Cost $170.57 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $72 Shares 610 Est. Cost $125.44 Unrealized -12.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $72 Shares 1,675 Est. Cost $15.89 Unrealized +125.6%
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $72 Shares 7,000 Est. Cost $9.39 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $71 Shares 2,138 Est. Cost $26.51 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $46.10 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $69 Shares 749 Est. Cost $67.54 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $67 Shares 2,662 Est. Cost $33.19 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $67 Shares 64 Est. Cost $936.71 Unrealized -0.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $67 Shares 2,494 Est. Cost $57.01 Unrealized -44.9%
SHEL SHELL PLC 0.0%
Value ($000) $67 Shares 951 Est. Cost $57.00 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $67 Shares 1,020 Est. Cost $52.13 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $66 Shares 485 Est. Cost $16.06 Unrealized +630.5%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $66 Shares 950 Est. Cost $54.41 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $65 Shares 2,675 Est. Cost $22.39 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $65 Shares 2,919 Est. Cost $32.69 Unrealized -36.6%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $65 Shares 671 Est. Cost $74.98 Unrealized +5.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $65 Shares 1,260 Est. Cost $68.92 Unrealized -22.0%
NOW SERVICENOW INC 0.0%
Value ($000) $65 Shares 63 Est. Cost $95.41 Unrealized +97.7%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $65 Shares 1,055 Est. Cost $52.63 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $64 Shares 32 Est. Cost $1656.69 Unrealized +13.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $63 Shares 507 Est. Cost $116.25 Unrealized +8.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $34.59 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $62 Shares 225 Est. Cost $172.98 Unrealized +55.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $62 Shares 339 Est. Cost $81.44 Unrealized +105.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $62 Shares 320 Est. Cost $42.42 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $60 Shares 582 Est. Cost $86.81 Unrealized +17.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 2,264 Est. Cost $37.41 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $60 Shares 185 Est. Cost $103.16 Unrealized +155.8%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 210 Est. Cost $179.76 Unrealized
ITT ITT INC 0.0%
Value ($000) $59 Shares 375 Est. Cost $81.79 Unrealized +74.1%
TGT TARGET CORP 0.0%
Value ($000) $59 Shares 594 Est. Cost $142.93 Unrealized -34.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $58 Shares 474 Est. Cost $57.98 Unrealized +60.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $57 Shares 2,200 Est. Cost $31.37 Unrealized -15.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $56 Shares 573 Est. Cost $121.23 Unrealized -11.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $55 Shares 275 Est. Cost $107.88 Unrealized +82.5%
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $54 Shares 6,000 Est. Cost $9.06 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $54 Shares 1,086 Est. Cost $34.05 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $54 Shares 70 Est. Cost $107.01 Unrealized +499.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $53 Shares 580 Est. Cost $78.36 Unrealized +8.7%
DON WISDOMTREE TR 0.0%
Value ($000) $53 Shares 1,050 Est. Cost $42.05 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $53 Shares 150 Est. Cost $109.20 Unrealized +114.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $52 Shares 120 Est. Cost $143.62 Unrealized +173.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $52 Shares 648 Est. Cost $74.60 Unrealized
IBIC ISHARES TR 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.56 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $51 Shares 125 Est. Cost $265.63 Unrealized
SRE SEMPRA 0.0%
Value ($000) $51 Shares 668 Est. Cost $72.59 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $50 Shares 3,250 Est. Cost $12.33 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 305 Est. Cost $158.58 Unrealized -3.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $49 Shares 1,535 Est. Cost $18.01 Unrealized +71.1%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $49 Shares 275 Est. Cost $153.36 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $48 Shares 90 Est. Cost $395.31 Unrealized +21.0%
OLN OLIN CORP 0.0%
Value ($000) $48 Shares 2,399 Est. Cost $47.14 Unrealized -56.9%
BP BP PLC 0.0%
Value ($000) $48 Shares 1,606 Est. Cost $34.93 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $47 Shares 119 Est. Cost $210.38 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $47 Shares 176 Est. Cost $255.94 Unrealized +0.6%
IWM ISHARES TR 0.0%
Value ($000) $47 Shares 216 Est. Cost $207.64 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $46 Shares 346 Est. Cost $102.88 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $48.82 Unrealized +27.6%
IBHJ ISHARES TR 0.0%
Value ($000) $46 Shares 1,740 Est. Cost $26.64 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $46 Shares 577 Est. Cost $44.88 Unrealized +58.5%
IBHI ISHARES TR 0.0%
Value ($000) $46 Shares 1,944 Est. Cost $23.69 Unrealized
IBHK ISHARES TR 0.0%
Value ($000) $46 Shares 1,774 Est. Cost $25.95 Unrealized
IBIE ISHARES TR 0.0%
Value ($000) $46 Shares 1,750 Est. Cost $25.57 Unrealized
IBID ISHARES TR 0.0%
Value ($000) $46 Shares 1,750 Est. Cost $25.57 Unrealized
IBDV ISHARES TR 0.0%
Value ($000) $46 Shares 2,086 Est. Cost $21.98 Unrealized
IBMS ISHARES TR 0.0%
Value ($000) $46 Shares 1,784 Est. Cost $25.66 Unrealized
IBHH ISHARES TR 0.0%
Value ($000) $46 Shares 1,925 Est. Cost $23.73 Unrealized
IBMR ISHARES TR 0.0%
Value ($000) $46 Shares 1,810 Est. Cost $25.23 Unrealized
IBMQ ISHARES TR 0.0%
Value ($000) $46 Shares 1,794 Est. Cost $25.41 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $44 Shares 900 Est. Cost $40.46 Unrealized +12.6%
IEF ISHARES TR 0.0%
Value ($000) $44 Shares 460 Est. Cost $95.78 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value ($000) $44 Shares 300 Est. Cost $70.88 Unrealized +96.8%
NUVEEN REAL ASSET INCOME &G 0.0%
Value ($000) $44 Shares 3,250 Est. Cost $11.91 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $44 Shares 591 Est. Cost $71.47 Unrealized -2.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $44 Shares 415 Est. Cost $102.32 Unrealized 0.0%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $43 Shares 1,580 Est. Cost $41.80 Unrealized -24.9%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $43 Shares 80 Est. Cost $197.04 Unrealized +120.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $43 Shares 43 Est. Cost $665.70 Unrealized +48.8%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $43 Shares 202 Est. Cost $110.05 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $42 Shares 800 Est. Cost $49.83 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $39.22 Unrealized -19.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $14.79 Unrealized +81.0%
RRC RANGE RES CORP 0.0%
Value ($000) $41 Shares 1,009 Est. Cost $37.69 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $41 Shares 400 Est. Cost $49.91 Unrealized +84.2%
DE DEERE &CO 0.0%
Value ($000) $41 Shares 80 Est. Cost $329.20 Unrealized +47.2%
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $24.31 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $40 Shares 532 Est. Cost $75.73 Unrealized -6.1%
TER TERADYNE INC 0.0%
Value ($000) $40 Shares 440 Est. Cost $89.83 Unrealized -11.3%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $38 Shares 4,350 Est. Cost $8.14 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $38 Shares 395 Est. Cost $80.37 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $37 Shares 133 Est. Cost $160.42 Unrealized +34.6%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $37 Shares 2,250 Est. Cost $14.15 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $26.13 Unrealized -30.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $37 Shares 20 Est. Cost $453.90 Unrealized +313.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $36 Shares 987 Est. Cost $32.25 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $36 Shares 339 Est. Cost $81.70 Unrealized +22.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $6.33 Unrealized +108.4%
HLN HALEON PLC 0.0%
Value ($000) $36 Shares 3,495 Est. Cost $8.00 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $36 Shares 536 Est. Cost $41.61 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $35 Shares 410 Est. Cost $82.00 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $35 Shares 2,500 Est. Cost $13.11 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $35 Shares 463 Est. Cost $53.91 Unrealized +22.8%
CSX CSX CORP 0.0%
Value ($000) $34 Shares 1,046 Est. Cost $29.60 Unrealized +0.6%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $33 Shares 119 Est. Cost $196.86 Unrealized
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $33 Shares 3,000 Est. Cost $10.19 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $33 Shares 149 Est. Cost $301.94 Unrealized -29.3%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $33 Shares 300 Est. Cost $81.03 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $32 Shares 396 Est. Cost $63.09 Unrealized +25.2%
NVS NOVARTIS AG 0.0%
Value ($000) $31 Shares 260 Est. Cost $121.01 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $31 Shares 125 Est. Cost $138.49 Unrealized +77.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $290.76 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $31 Shares 1,246 Est. Cost $23.50 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 750 Est. Cost $38.14 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $30 Shares 398 Est. Cost $67.51 Unrealized +4.9%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $30 Shares 3,250 Est. Cost $8.68 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $30 Shares 110 Est. Cost $239.75 Unrealized +11.0%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $30 Shares 445 Est. Cost $42.42 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $30 Shares 100 Est. Cost $274.70 Unrealized +10.3%
ORCL ORACLE CORP 0.0%
Value ($000) $30 Shares 135 Est. Cost $70.16 Unrealized +129.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $29 Shares 628 Est. Cost $33.40 Unrealized +37.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $29 Shares 400 Est. Cost $62.81 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $29 Shares 75 Est. Cost $431.47 Unrealized -10.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 310 Est. Cost $27.63 Unrealized +198.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $200.84 Unrealized -39.3%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $29 Shares 100 Est. Cost $245.37 Unrealized 0.0%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $89.41 Unrealized +89.3%
XPHTX PIONEER HIGH INCOME FUND INC 0.0%
Value ($000) $28 Shares 3,500 Est. Cost $6.50 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $27 Shares 150 Est. Cost $179.30 Unrealized
EQT EQT CORP 0.0%
Value ($000) $27 Shares 459 Est. Cost $53.58 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $27 Shares 1,002 Est. Cost $44.89 Unrealized -38.1%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $26 Shares 1,513 Est. Cost $20.77 Unrealized -18.1%
NI NISOURCE INC 0.0%
Value ($000) $26 Shares 650 Est. Cost $26.33 Unrealized +46.6%
DEO DIAGEO PLC 0.0%
Value ($000) $26 Shares 260 Est. Cost $104.79 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 175 Est. Cost $134.67 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $124.00 Unrealized +6.2%
ISHARES TR 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $25.53 Unrealized
IBMT ISHARES TR 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.40 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $77.60 Unrealized +58.4%
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $25 Shares 4,670 Est. Cost $5.07 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $25 Shares 75 Est. Cost $32.61 Unrealized +740.8%
TLT ISHARES TR 0.0%
Value ($000) $25 Shares 286 Est. Cost $95.41 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $25 Shares 159 Est. Cost $149.90 Unrealized
UNILEVER PLC 0.0%
Value ($000) $24 Shares 400 Est. Cost $50.03 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $10.94 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $24 Shares 200 Est. Cost $144.67 Unrealized -9.9%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $24 Shares 562 Est. Cost $38.84 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 279 Est. Cost $42.28 Unrealized +68.4%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 150 Est. Cost $115.04 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 549 Est. Cost $30.40 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $23 Shares 511 Est. Cost $32.46 Unrealized +34.9%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $23 Shares 476 Est. Cost $47.39 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $23 Shares 381 Est. Cost $46.28 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $22 Shares 150 Est. Cost $108.77 Unrealized +32.6%
ARKQ ARK ETF TR 0.0%
Value ($000) $22 Shares 247 Est. Cost $54.71 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $22 Shares 249 Est. Cost $83.50 Unrealized 0.0%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $22 Shares 125 Est. Cost $114.06 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $21 Shares 350 Est. Cost $57.64 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $21 Shares 123 Est. Cost $49.36 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 492 Est. Cost $37.99 Unrealized +14.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $21 Shares 350 Est. Cost $53.87 Unrealized +11.6%
IXC ISHARES TR 0.0%
Value ($000) $21 Shares 532 Est. Cost $39.03 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $21 Shares 2,467 Est. Cost $8.21 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 191 Est. Cost $103.90 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $21 Shares 425 Est. Cost $45.24 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $20 Shares 362 Est. Cost $42.17 Unrealized
PPL PPL CORP 0.0%
Value ($000) $20 Shares 600 Est. Cost $32.92 Unrealized +3.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $20 Shares 25 Est. Cost $569.65 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value ($000) $20 Shares 500 Est. Cost $45.75 Unrealized
WMT WALMART INC 0.0%
Value ($000) $20 Shares 204 Est. Cost $72.17 Unrealized +31.3%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $20 Shares 211 Est. Cost $85.76 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $20 Shares 200 Est. Cost $69.26 Unrealized +37.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $20 Shares 36 Est. Cost $250.80 Unrealized +108.5%
PPG PPG INDS INC 0.0%
Value ($000) $20 Shares 172 Est. Cost $116.24 Unrealized -8.5%
SMH VANECK ETF TRUST 0.0%
Value ($000) $20 Shares 70 Est. Cost $186.63 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $19 Shares 2,250 Est. Cost $8.30 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 96 Est. Cost $164.88 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $19 Shares 86 Est. Cost $194.93 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $48.45 Unrealized -19.6%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $3.63 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $120.81 Unrealized +32.6%
ZTS ZOETIS INC 0.0%
Value ($000) $18 Shares 115 Est. Cost $163.47 Unrealized -3.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $18 Shares 627 Est. Cost $10.56 Unrealized +102.7%
O REALTY INCOME CORP 0.0%
Value ($000) $17 Shares 302 Est. Cost $57.02 Unrealized -4.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $17 Shares 500 Est. Cost $43.23 Unrealized -26.7%
ADAM NAT RES FD INC 0.0%
Value ($000) $17 Shares 800 Est. Cost $23.22 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $11.42 Unrealized +28.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $17 Shares 42 Est. Cost $203.02 Unrealized +83.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $16 Shares 1,439 Est. Cost $12.91 Unrealized -27.8%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $16 Shares 1,138 Est. Cost $14.55 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $16 Shares 692 Est. Cost $23.33 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $16 Shares 750 Est. Cost $14.93 Unrealized
FISV FISERV INC 0.0%
Value ($000) $16 Shares 90 Est. Cost $164.95 Unrealized +9.9%
IHDG WISDOMTREE TR 0.0%
Value ($000) $15 Shares 342 Est. Cost $43.40 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $71.84 Unrealized +105.8%
AGG ISHARES TR 0.0%
Value ($000) $15 Shares 153 Est. Cost $98.53 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $15 Shares 296 Est. Cost $51.24 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $38.07 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $101.72 Unrealized -12.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $14 Shares 561 Est. Cost $30.12 Unrealized -15.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $14 Shares 168 Est. Cost $79.13 Unrealized +2.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 169 Est. Cost $76.10 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $14 Shares 40 Est. Cost $348.87 Unrealized -1.5%
USB US BANCORP DEL 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.61 Unrealized +14.5%
EOG EOG RES INC 0.0%
Value ($000) $14 Shares 113 Est. Cost $98.21 Unrealized +14.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $13 Shares 315 Est. Cost $19.35 Unrealized +86.8%
COHEN &STEERS SELECT PFD & 0.0%
Value ($000) $13 Shares 650 Est. Cost $18.72 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.41 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $13 Shares 2,330 Est. Cost $15.95 Unrealized -68.1%
EBAY EBAY INC. 0.0%
Value ($000) $12 Shares 167 Est. Cost $41.73 Unrealized +68.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 114 Est. Cost $96.81 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 275 Est. Cost $32.65 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $12 Shares 100 Est. Cost $76.03 Unrealized +44.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $226.88 Unrealized +83.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $12 Shares 56 Est. Cost $153.16 Unrealized +13.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $11 Shares 100 Est. Cost $87.66 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $11 Shares 216 Est. Cost $56.70 Unrealized -6.4%
IJT ISHARES TR 0.0%
Value ($000) $11 Shares 80 Est. Cost $100.59 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $11 Shares 89 Est. Cost $114.97 Unrealized
E ENI S P A 0.0%
Value ($000) $11 Shares 325 Est. Cost $32.42 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,178 Est. Cost $8.47 Unrealized -3.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 39 Est. Cost $123.15 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $10 Shares 54 Est. Cost $176.02 Unrealized
PAR PAR TECHNOLOGY CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $51.96 Unrealized +20.2%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $10 Shares 50 Est. Cost $233.56 Unrealized -10.8%
BXP BXP INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $68.55 Unrealized -6.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $10 Shares 55 Est. Cost $95.80 Unrealized +77.9%
ARKF ARK ETF TR 0.0%
Value ($000) $10 Shares 200 Est. Cost $15.72 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $10 Shares 218 Est. Cost $26.71 Unrealized +44.3%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $95.91 Unrealized -9.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $9 Shares 110 Est. Cost $85.24 Unrealized -10.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $9 Shares 27 Est. Cost $311.40 Unrealized +2.1%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $9 Shares 290 Est. Cost $43.71 Unrealized -21.5%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 147 Est. Cost $58.00 Unrealized
F FORD MTR CO 0.0%
Value ($000) $9 Shares 798 Est. Cost $10.35 Unrealized -4.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $9 Shares 39 Est. Cost $228.80 Unrealized -8.1%
IDA IDACORP INC 0.0%
Value ($000) $9 Shares 74 Est. Cost $109.00 Unrealized +6.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.17 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.64 Unrealized +24.7%
ROST ROSS STORES INC 0.0%
Value ($000) $8 Shares 66 Est. Cost $95.64 Unrealized +44.1%
NTRA NATERA INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $47.60 Unrealized +227.4%
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $8 Shares 800 Est. Cost $12.79 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $8 Shares 379 Est. Cost $32.74 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.14 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $142.54 Unrealized -31.2%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 101 Est. Cost $44.50 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $8 Shares 175 Est. Cost $7.59 Unrealized +319.5%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 3,834 Est. Cost $1.87 Unrealized -19.9%
FEGE RBB FUND TRUST 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.58 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.92 Unrealized
INTU INTUIT 0.0%
Value ($000) $8 Shares 10 Est. Cost $422.65 Unrealized +59.6%
KTOS KRATOS DEFENSE &SEC SOLUTIO 0.0%
Value ($000) $8 Shares 165 Est. Cost $13.39 Unrealized +170.4%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $8 Shares 79 Est. Cost $83.26 Unrealized +17.5%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $8 Shares 375 Est. Cost $18.33 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $7 Shares 29 Est. Cost $248.07 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $7 Shares 65 Est. Cost $109.51 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.37 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 104 Est. Cost $56.73 Unrealized +14.8%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $7 Shares 40 Est. Cost $244.50 Unrealized -26.2%
HSY HERSHEY CO 0.0%
Value ($000) $7 Shares 40 Est. Cost $183.90 Unrealized -12.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $7 Shares 200 Est. Cost $20.34 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $42.17 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $7 Shares 104 Est. Cost $48.68 Unrealized +25.5%
MBB ISHARES TR 0.0%
Value ($000) $6 Shares 69 Est. Cost $91.79 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $6 Shares 68 Est. Cost $78.59 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $6 Shares 63 Est. Cost $73.75 Unrealized +30.4%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.29 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $6 Shares 94 Est. Cost $44.82 Unrealized +36.8%
ARTY ISHARES TR 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.04 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $6 Shares 110 Est. Cost $55.85 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 256 Est. Cost $37.55 Unrealized -36.7%
IGOV ISHARES TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $39.15 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $6 Shares 101 Est. Cost $58.29 Unrealized -3.9%
IWB ISHARES TR 0.0%
Value ($000) $6 Shares 17 Est. Cost $225.24 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $6 Shares 108 Est. Cost $53.72 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 67 Est. Cost $64.34 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $6 Shares 25 Est. Cost $131.35 Unrealized +67.5%
DT DYNATRACE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.84 Unrealized +6.9%
KR KROGER CO 0.0%
Value ($000) $5 Shares 75 Est. Cost $52.03 Unrealized +31.1%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 216 Est. Cost $24.06 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $5 Shares 12,609 Est. Cost $2.03 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $46.92 Unrealized +67.8%
W WAYFAIR INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.85 Unrealized -29.4%
EEMV ISHARES INC 0.0%
Value ($000) $5 Shares 79 Est. Cost $57.99 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $5 Shares 123 Est. Cost $34.38 Unrealized +17.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $248.49 Unrealized -28.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.79 Unrealized +31.5%
SMLF ISHARES TR 0.0%
Value ($000) $5 Shares 72 Est. Cost $49.67 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $5 Shares 7 Est. Cost $655.15 Unrealized -4.1%
WAB WABTEC 0.0%
Value ($000) $5 Shares 23 Est. Cost $90.97 Unrealized +110.7%
VST VISTRA CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $148.62 Unrealized -0.8%
OKLO OKLO INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $38.57 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 65 Est. Cost $72.45 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $4 Shares 80 Est. Cost $103.96 Unrealized -52.1%
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $4 Shares 652 Est. Cost $9.96 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 65 Est. Cost $29.84 Unrealized +85.4%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.94 Unrealized +10.8%
GLOBAL X FDS 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.12 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.69 Unrealized -32.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 30 Est. Cost $139.03 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $4 Shares 42 Est. Cost $69.34 Unrealized +17.4%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 157 Est. Cost $25.13 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $4 Shares 44 Est. Cost $42.96 Unrealized +114.8%
CBUS CIBUS INC 0.0%
Value ($000) $4 Shares 2,899 Est. Cost $18.39 Unrealized -88.9%
SMIN ISHARES TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.00 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $212.38 Unrealized -41.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $503.12 Unrealized -1.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $48.03 Unrealized -6.9%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.80 Unrealized -17.8%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.23 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 138 Est. Cost $34.18 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 53 Est. Cost $40.96 Unrealized
CEF SPROTT PHYSICAL GOLD &SILVE 0.0%
Value ($000) $3 Shares 104 Est. Cost $17.93 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 60 Est. Cost $28.66 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.20 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $3 Shares 47 Est. Cost $45.88 Unrealized
GTN GRAY MEDIA INC 0.0%
Value ($000) $3 Shares 658 Est. Cost $3.88 Unrealized 0.0%
ESML ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $32.89 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $62.04 Unrealized -86.8%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 260 Est. Cost $23.01 Unrealized -45.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.45 Unrealized -6.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $244.13 Unrealized -2.6%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $57.02 Unrealized -53.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $45.52 Unrealized +23.5%
CHAMPIONX CORPORATION 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.99 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 75 Est. Cost $34.85 Unrealized -14.9%
ESGD ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.74 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $62.80 Unrealized -29.7%
VVX V2X INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.74 Unrealized +36.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 47 Est. Cost $35.59 Unrealized +53.7%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.51 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $804.87 Unrealized -17.3%
ICLN ISHARES TR 0.0%
Value ($000) $2 Shares 160 Est. Cost $19.85 Unrealized
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $2 Shares 235 Est. Cost $13.18 Unrealized -28.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 230 Est. Cost $33.27 Unrealized -78.2%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.32 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 4 Est. Cost $451.22 Unrealized +3.0%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.64 Unrealized -17.9%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 16 Est. Cost $119.13 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.40 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2 Shares 29 Est. Cost $50.08 Unrealized -5.2%
AI C3 AI INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $31.05 Unrealized -26.4%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 13 Est. Cost $114.77 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.48 Unrealized -9.9%
VZLA VIZSLA SILVER CORP 0.0%
Value ($000) $2 Shares 600 Est. Cost $1.57 Unrealized +66.1%
ESGE ISHARES INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $30.07 Unrealized
GABELLI DIVID &INCOME TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $20.81 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $563.61 Unrealized -6.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $29.99 Unrealized 0.0%
HST HOST HOTELS &RESORTS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.48 Unrealized -2.1%
RGR STURM RUGER &CO INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $57.77 Unrealized -35.7%
SUSC ISHARES TR 0.0%
Value ($000) $1 Shares 58 Est. Cost $22.29 Unrealized
HPQ HP INC 0.0%
Value ($000) $1 Shares 54 Est. Cost $27.01 Unrealized -8.5%
OGN ORGANON &CO 0.0%
Value ($000) $1 Shares 135 Est. Cost $25.65 Unrealized -60.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 12 Est. Cost $148.29 Unrealized -26.7%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $52.95 Unrealized -41.0%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.80 Unrealized -43.0%
GLOBAL X FDS 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.54 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $1 Shares 5,089 Est. Cost $0.21 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $1 Shares 260 Est. Cost $3.90 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.85 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 40 Est. Cost $3.29 Unrealized
STONE RIDGE TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $168.60 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.46 Unrealized -23.0%
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $1 Shares 3,500 Est. Cost $1.15 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 70 Est. Cost $29.08 Unrealized -61.9%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 66 Est. Cost $11.53 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.72 Unrealized -64.7%
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.68 Unrealized +2.2%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.82 Unrealized +46.7%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.11 Unrealized -3.0%
IFRA ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.31 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.24 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.73 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.51 Unrealized -16.2%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.38 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.76 Unrealized -53.5%
SNDK SANDISK CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.67 Unrealized -23.0%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $8.50 Unrealized +34.6%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.40 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.00 Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.87 Unrealized -85.4%
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.05 Unrealized -29.5%
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $29.64 Unrealized -90.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.25 Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $6.00 Unrealized -77.8%
CNS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.36 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.16 Unrealized -58.4%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.62 Unrealized
FIEE MINIM INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $1.93 Unrealized 0.0%
ONL ORION PROPERTIES INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.54 Unrealized
GEG GREAT ELM GROUP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $2.07 Unrealized -2.7%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized