PERRITT CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001279342 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $211,042 (100.0% shares, 0.0% debt)

Holdings (313)

DGRO ISHARES CORE DIVIDEND GROWTH ETF 5.5%
Value ($000) $11,510 Shares 169,068 Est. Cost $42.72 Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 5.3%
Value ($000) $11,216 Shares 126,526 Est. Cost $55.29 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 4.9%
Value ($000) $10,434 Shares 116,495 Est. Cost $71.26 Unrealized
SPY SPDR S&P 500 ETF 4.9%
Value ($000) $10,417 Shares 15,637 Est. Cost $235.00 Unrealized
DFIV DIMENSIONAL ETF TRUST 4.4%
Value ($000) $9,384 Shares 203,479 Est. Cost $33.48 Unrealized
DFAE DIMENSIONAL ETF TRUST 4.4%
Value ($000) $9,195 Shares 291,631 Est. Cost $23.10 Unrealized
DFIS DIMENSIONAL ETF TRUST 4.2%
Value ($000) $8,935 Shares 282,482 Est. Cost $21.15 Unrealized
DSMC DISTILLATE SMALL/MID CASH FLOW ETF 4.1%
Value ($000) $8,632 Shares 240,576 Est. Cost $34.83 Unrealized
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 3.9%
Value ($000) $8,272 Shares 142,727 Est. Cost $47.37 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 2.8%
Value ($000) $5,903 Shares 199,303 Est. Cost $14.35 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 2.4%
Value ($000) $5,131 Shares 78,626 Est. Cost $82.18 Unrealized
NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 2.0%
Value ($000) $4,317 Shares 66,822 Est. Cost $56.59 Unrealized
GDX VANECK GOLD MINERS ETF 1.7%
Value ($000) $3,496 Shares 45,764 Est. Cost $26.37 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 1.6%
Value ($000) $3,298 Shares 89,900 Est. Cost $16.55 Unrealized
ASM AVINO SILVER & GOLD MINES LTD 1.2%
Value ($000) $2,441 Shares 465,000 Est. Cost $0.53 Unrealized +657.3%
SAMG SILVERCREST ASSET MGMT GROUP 1.0%
Value ($000) $2,022 Shares 128,398 Est. Cost $12.97 Unrealized +25.8%
LEGH LEGACY HOUSING CORP 0.9%
Value ($000) $1,999 Shares 72,682 Est. Cost $11.89 Unrealized +114.5%
BELFB BEL FUSE INC 0.9%
Value ($000) $1,996 Shares 14,153 Est. Cost $18.19 Unrealized +599.8%
RLGT RADIANT LOGISTICS INC 0.9%
Value ($000) $1,833 Shares 310,682 Est. Cost $3.20 Unrealized +92.3%
PESI PERMA-FIX ENVIRONMENTAL SERVICES INC. 0.8%
Value ($000) $1,771 Shares 175,300 Est. Cost $5.62 Unrealized +96.5%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.8%
Value ($000) $1,704 Shares 28,773 Est. Cost $57.30 Unrealized
EXK ENDEAVOUR SILVER CORP 0.8%
Value ($000) $1,633 Shares 208,232 Est. Cost $2.87 Unrealized +105.5%
NPKI NPK INTERNATIONAL INC 0.7%
Value ($000) $1,566 Shares 138,500 Est. Cost $3.69 Unrealized +163.9%
EZPW EZCORP INC 0.7%
Value ($000) $1,531 Shares 80,400 Est. Cost $8.79 Unrealized +78.2%
MUX MCEWEN MNG INC 0.7%
Value ($000) $1,530 Shares 89,470 Est. Cost $3.47 Unrealized +245.4%
GROW U S GLOBAL INVS INCORPORA 0.7%
Value ($000) $1,438 Shares 522,967 Est. Cost $1.83 Unrealized +35.3%
RSSS RESEARCH SOLUTIONS INC 0.6%
Value ($000) $1,331 Shares 356,818 Est. Cost $2.35 Unrealized +30.7%
NTIC NORTHERN TECHNOLOGIES INTERNATIONAL CORP 0.6%
Value ($000) $1,326 Shares 172,047 Est. Cost $7.66 Unrealized +1.3%
NWPX NORTHWEST PIPE CO 0.6%
Value ($000) $1,307 Shares 24,700 Est. Cost $26.02 Unrealized +83.6%
LYTS LSI INDS INC OHIO 0.6%
Value ($000) $1,248 Shares 52,854 Est. Cost $6.69 Unrealized +203.7%
MPAA MOTORCAR PARTS OF AMER 0.6%
Value ($000) $1,208 Shares 73,032 Est. Cost $7.08 Unrealized +92.0%
BKTI BK TECHNOLOGIES CORPORATION 0.6%
Value ($000) $1,183 Shares 14,000 Est. Cost $20.18 Unrealized +182.9%
AIOT POWERFLEET INC 0.6%
Value ($000) $1,171 Shares 223,550 Est. Cost $3.27 Unrealized +41.4%
NEM NEWMONT CORP 0.6%
Value ($000) $1,162 Shares 13,779 Est. Cost $44.49 Unrealized +56.0%
MLR MILLER INDS INC TENN 0.5%
Value ($000) $1,075 Shares 26,607 Est. Cost $12.05 Unrealized +246.3%
PLAB PHOTRONICS INC 0.5%
Value ($000) $1,063 Shares 46,300 Est. Cost $7.56 Unrealized +182.9%
FSI FLEXIBLE SOLUTIONS INTL INC 0.5%
Value ($000) $1,037 Shares 107,600 Est. Cost $2.63 Unrealized +187.4%
ABBV ABBVIE INC 0.5%
Value ($000) $1,005 Shares 4,342 Est. Cost $48.49 Unrealized +316.4%
BWMN BOWMAN CONSULTING GROUP LTD 0.5%
Value ($000) $1,004 Shares 23,690 Est. Cost $14.65 Unrealized +155.8%
INFU INFUSYSTEM HLDGS INC 0.5%
Value ($000) $1,003 Shares 96,800 Est. Cost $8.12 Unrealized +2.2%
DLHC DLH HLDGS CORP 0.5%
Value ($000) $962 Shares 170,200 Est. Cost $3.71 Unrealized +51.8%
HL HECLA MNG CO 0.5%
Value ($000) $952 Shares 78,702 Est. Cost $5.42 Unrealized +48.1%
III INFORMATION SVCS GROUP INC 0.4%
Value ($000) $917 Shares 159,440 Est. Cost $3.49 Unrealized +40.6%
LINC LINCOLN EDL SVCS CORP 0.4%
Value ($000) $912 Shares 38,800 Est. Cost $6.10 Unrealized +251.5%
GOOG ALPHABET INC 0.4%
Value ($000) $880 Shares 3,615 Est. Cost $113.91 Unrealized +84.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $872 Shares 12,746 Est. Cost $27.96 Unrealized +141.0%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $865 Shares 2,742 Est. Cost $44.58 Unrealized +563.9%
UTI UNIVERSAL TECHNICAL INST INC 0.4%
Value ($000) $853 Shares 26,200 Est. Cost $6.21 Unrealized +372.9%
EPM EVOLUTION PETE CORP 0.4%
Value ($000) $850 Shares 176,316 Est. Cost $3.46 Unrealized +37.1%
VMD VIEMED HEALTHCARE INC 0.4%
Value ($000) $849 Shares 125,100 Est. Cost $7.00 Unrealized -3.3%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $844 Shares 3,002 Est. Cost $27.69 Unrealized +817.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $810 Shares 14,958 Est. Cost $42.19 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $802 Shares 6,753 Est. Cost $91.03 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $784 Shares 7,728 Est. Cost $46.63 Unrealized +101.8%
DHX DICE HOLDINGS INC 0.4%
Value ($000) $779 Shares 280,300 Est. Cost $2.30 Unrealized +20.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $769 Shares 14,398 Est. Cost $41.58 Unrealized
GOLD A-MARK PRECIOUS METALS INC 0.4%
Value ($000) $764 Shares 29,545 Est. Cost $25.05 Unrealized -5.6%
STRR STAR EQUITY HOLDINGS INC 0.3%
Value ($000) $737 Shares 66,300 Est. Cost $11.53 Unrealized -18.2%
ORN ORION GROUP HLDGS INC 0.3%
Value ($000) $729 Shares 87,600 Est. Cost $7.51 Unrealized +5.0%
GENC GENCOR INDS INC 0.3%
Value ($000) $724 Shares 49,489 Est. Cost $10.23 Unrealized +48.0%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $715 Shares 7,659 Est. Cost $59.27 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.3%
Value ($000) $680 Shares 21,749 Est. Cost $39.08 Unrealized
LAKE LAKELAND INDUSTRIES INC 0.3%
Value ($000) $651 Shares 44,000 Est. Cost $12.59 Unrealized +15.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $631 Shares 3,404 Est. Cost $68.65 Unrealized +146.9%
MITK MITEK SYS INC 0.3%
Value ($000) $627 Shares 64,166 Est. Cost $11.96 Unrealized -17.8%
IBEX IBEX LTD SHS NEW 0.3%
Value ($000) $622 Shares 15,350 Est. Cost $17.56 Unrealized +80.9%
AVNW AVIAT NETWORKS INC 0.3%
Value ($000) $616 Shares 26,850 Est. Cost $25.93 Unrealized -11.4%
CECO CECO ENVIRONMENTAL CORP 0.3%
Value ($000) $614 Shares 12,000 Est. Cost $5.54 Unrealized +663.8%
IMMR IMMERSION CORP 0.3%
Value ($000) $611 Shares 83,301 Est. Cost $7.66 Unrealized -5.4%
AMGN AMGEN INC 0.3%
Value ($000) $603 Shares 2,137 Est. Cost $119.51 Unrealized +139.8%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $597 Shares 5,339 Est. Cost $49.56 Unrealized +97.2%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.3%
Value ($000) $589 Shares 6,638 Est. Cost $62.05 Unrealized +39.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $589 Shares 8,912 Est. Cost $35.91 Unrealized +71.0%
USIO USIO INC 0.3%
Value ($000) $587 Shares 413,700 Est. Cost $2.10 Unrealized -24.9%
CSV CARRIAGE SVCS INC 0.3%
Value ($000) $579 Shares 12,992 Est. Cost $37.37 Unrealized +20.2%
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $579 Shares 1,178 Est. Cost $83.93 Unrealized +507.8%
EGY VAALCO ENERGY INC 0.3%
Value ($000) $574 Shares 142,670 Est. Cost $4.25 Unrealized -11.5%
ALCO ALICO INC COM 0.3%
Value ($000) $549 Shares 15,850 Est. Cost $28.72 Unrealized +15.3%
ARQ ARQ INC 0.3%
Value ($000) $537 Shares 75,000 Est. Cost $2.92 Unrealized +126.4%
PERI PERION NETWORK LTD 0.3%
Value ($000) $536 Shares 55,800 Est. Cost $9.46 Unrealized +5.8%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $530 Shares 16,610 Est. Cost $13.91 Unrealized +133.2%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $519 Shares 4,400 Est. Cost $15.83 Unrealized +608.7%
SYK STRYKER CORP 0.2%
Value ($000) $518 Shares 1,400 Est. Cost $79.63 Unrealized +382.9%
CREX CREATIVE REALITIES INC 0.2%
Value ($000) $515 Shares 224,900 Est. Cost $2.87 Unrealized -7.7%
PEP PEPSICO INC 0.2%
Value ($000) $504 Shares 3,590 Est. Cost $61.39 Unrealized +128.7%
CODA CODA OCTOPUS GROUP INC 0.2%
Value ($000) $500 Shares 62,250 Est. Cost $5.90 Unrealized +33.8%
HGBL HERITAGE GLOBAL INC 0.2%
Value ($000) $491 Shares 295,866 Est. Cost $2.38 Unrealized -16.0%
PSIX POWER SOLUTIONS INTL INC 0.2%
Value ($000) $491 Shares 5,000 Est. Cost $25.65 Unrealized +245.7%
AEBI AEBI SCHMIDT HLDG AG 0.2%
Value ($000) $487 Shares 39,065 Est. Cost $11.40 Unrealized 0.0%
PCYO PURE CYCLE CORP 0.2%
Value ($000) $482 Shares 43,532 Est. Cost $10.37 Unrealized +0.7%
OOMA OOMA INC 0.2%
Value ($000) $480 Shares 40,000 Est. Cost $9.39 Unrealized +30.4%
FET FORUM ENERGY TECHNOLOGIES INC 0.2%
Value ($000) $479 Shares 17,950 Est. Cost $18.47 Unrealized +25.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $479 Shares 4,613 Est. Cost $73.85 Unrealized +39.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $475 Shares 3,057 Est. Cost $80.72 Unrealized +88.6%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.2%
Value ($000) $470 Shares 16,000 Est. Cost $23.16 Unrealized +7.0%
SGC SUPERIOR GROUP OF CO INC 0.2%
Value ($000) $461 Shares 42,974 Est. Cost $14.02 Unrealized -18.3%
PFE PFIZER INC 0.2%
Value ($000) $451 Shares 17,717 Est. Cost $21.14 Unrealized +14.2%
EBAY EBAY INC 0.2%
Value ($000) $445 Shares 4,894 Est. Cost $23.61 Unrealized +272.6%
ULBI ULTRALIFE BATTERIES INC 0.2%
Value ($000) $443 Shares 65,000 Est. Cost $7.61 Unrealized -0.5%
INBK FIRST INTERNET BANCORP 0.2%
Value ($000) $439 Shares 19,591 Est. Cost $23.87 Unrealized +3.2%
HFFG HF FOODS GROUP INC COM 0.2%
Value ($000) $433 Shares 156,900 Est. Cost $3.47 Unrealized -7.9%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $426 Shares 4,442 Est. Cost $101.35 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $424 Shares 16,488 Est. Cost $25.09 Unrealized
BTMD BIOTE CORP CLASS A COM 0.2%
Value ($000) $421 Shares 140,250 Est. Cost $5.71 Unrealized -37.4%
NGS NATURAL GAS SVCS GROUP INC 0.2%
Value ($000) $420 Shares 15,000 Est. Cost $15.55 Unrealized +63.4%
MEC MAYVILLE ENGR CO INC 0.2%
Value ($000) $413 Shares 30,000 Est. Cost $8.31 Unrealized +81.1%
DHI D R HORTON INC COM 0.2%
Value ($000) $409 Shares 2,414 Est. Cost $122.31 Unrealized +28.1%
UAMY UNITED STATES ANTIMONY CORP 0.2%
Value ($000) $403 Shares 65,000 Est. Cost $3.56 Unrealized +17.5%
BGSF BGSF INC 0.2%
Value ($000) $398 Shares 56,030 Est. Cost $6.36 Unrealized -26.7%
SRTS SENSUS HEALTHCARE INC 0.2%
Value ($000) $394 Shares 125,586 Est. Cost $3.58 Unrealized +9.8%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $391 Shares 9,266 Est. Cost $30.62 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $389 Shares 6,381 Est. Cost $35.49 Unrealized +56.5%
ADBE ADOBE INC 0.2%
Value ($000) $389 Shares 1,102 Est. Cost $358.75 Unrealized 0.0%
NATR NATURES SUNSHINE PRODS INC 0.2%
Value ($000) $388 Shares 25,000 Est. Cost $13.51 Unrealized +18.3%
SEE SEALED AIR CORP 0.2%
Value ($000) $387 Shares 10,956 Est. Cost $33.74 Unrealized -6.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $387 Shares 8,575 Est. Cost $51.81 Unrealized -12.2%
BRAG BRAGG GAMING GROUP INC 0.2%
Value ($000) $375 Shares 123,400 Est. Cost $4.01 Unrealized -12.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $371 Shares 2,230 Est. Cost $112.14 Unrealized +40.2%
BXC BLUELINX HLDGS INC 0.2%
Value ($000) $365 Shares 5,000 Est. Cost $9.36 Unrealized +741.6%
HITI HIGH TIDE INC COM NEW 0.2%
Value ($000) $363 Shares 100,000 Est. Cost $2.05 Unrealized +41.0%
GWRS GLOBAL WTR RES INC 0.2%
Value ($000) $361 Shares 35,000 Est. Cost $10.19 Unrealized -3.7%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $358 Shares 9,135 Est. Cost $43.20 Unrealized 0.0%
HPQ HP INC 0.2%
Value ($000) $353 Shares 12,962 Est. Cost $18.18 Unrealized +43.8%
MRK MERCK & CO INC 0.2%
Value ($000) $353 Shares 4,202 Est. Cost $76.36 Unrealized +6.1%
QIPT QUIPT HOME MEDICAL CORP 0.2%
Value ($000) $351 Shares 134,300 Est. Cost $4.91 Unrealized -52.9%
TPCS TECHPRECISION CORP 0.2%
Value ($000) $350 Shares 65,731 Est. Cost $7.27 Unrealized -33.9%
AENT ALLIANCE ENTERTAINMENT HOLDING 0.2%
Value ($000) $349 Shares 51,273 Est. Cost $3.01 Unrealized +90.1%
TWIN TWIN DISC INC 0.2%
Value ($000) $349 Shares 25,000 Est. Cost $7.99 Unrealized +34.5%
VTS VITESSE ENERGY INC COMMON STOCK 0.2%
Value ($000) $348 Shares 15,000 Est. Cost $21.83 Unrealized +12.6%
RIO RIO TINTO PLC 0.2%
Value ($000) $348 Shares 5,265 Est. Cost $63.80 Unrealized
TAYD TAYLOR DEVICES INC 0.2%
Value ($000) $343 Shares 7,000 Est. Cost $22.79 Unrealized +103.4%
NTWK NETSOL TECHNOLOGIES INC 0.2%
Value ($000) $340 Shares 71,608 Est. Cost $2.97 Unrealized +40.5%
REFI CHICAGO ATLANTIC REAL ESTATE F 0.2%
Value ($000) $339 Shares 26,498 Est. Cost $16.22 Unrealized
MDV MODIV INDUSTRIAL INC 0.2%
Value ($000) $337 Shares 23,000 Est. Cost $14.47 Unrealized
ASUR ASURE SOFTWARE INC 0.2%
Value ($000) $328 Shares 40,000 Est. Cost $10.13 Unrealized -11.7%
BBW BUILD-A-BEAR WORKSHOP INC 0.2%
Value ($000) $326 Shares 5,000 Est. Cost $18.55 Unrealized +215.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $323 Shares 935 Est. Cost $112.33 Unrealized +166.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $319 Shares 13,713 Est. Cost $20.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $314 Shares 3,295 Est. Cost $64.85 Unrealized +40.7%
ACNT ASCENT INDUSTRIES CO 0.1%
Value ($000) $309 Shares 24,000 Est. Cost $9.31 Unrealized +35.5%
ASSERTIO HOLDINGS INC 0.1%
Value ($000) $309 Shares 350,316 Est. Cost $2.71 Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.1%
Value ($000) $309 Shares 8,002 Est. Cost $14.06 Unrealized +152.6%
CNTY CENTURY CASINOS INC 0.1%
Value ($000) $307 Shares 117,700 Est. Cost $3.23 Unrealized -22.7%
VTSI VIRTRA INC 0.1%
Value ($000) $306 Shares 58,264 Est. Cost $5.92 Unrealized +1.8%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $303 Shares 1,512 Est. Cost $103.05 Unrealized +67.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $293 Shares 2,598 Est. Cost $50.04 Unrealized +119.2%
FFIC FLUSHING FINL CORP 0.1%
Value ($000) $276 Shares 20,000 Est. Cost $12.35 Unrealized +2.8%
KRT KARAT PACKAGING INC COM 0.1%
Value ($000) $252 Shares 10,000 Est. Cost $18.44 Unrealized +42.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $248 Shares 311 Est. Cost $338.11 Unrealized +117.3%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $220 Shares 4,999 Est. Cost $39.00 Unrealized +8.9%
VOXR VOX ROYALTY CORP 0.1%
Value ($000) $215 Shares 50,000 Est. Cost $3.35 Unrealized +1.8%
ATLX ATLAS LITHIUM CORP 0.1%
Value ($000) $214 Shares 45,000 Est. Cost $5.76 Unrealized -14.2%
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $203 Shares 2,554 Est. Cost $84.99 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $194 Shares 870 Est. Cost $132.51 Unrealized +36.0%
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $193 Shares 4,745 Est. Cost $40.14 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $189 Shares 800 Est. Cost $155.01 Unrealized +47.3%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $187 Shares 4,829 Est. Cost $24.00 Unrealized +34.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $184 Shares 1,000 Est. Cost $28.73 Unrealized +572.8%
SII SPROTT INC 0.1%
Value ($000) $179 Shares 2,150 Est. Cost $32.38 Unrealized +115.4%
DTST DATA STORAGE CORP 0.1%
Value ($000) $173 Shares 40,000 Est. Cost $3.90 Unrealized +14.0%
WFCF WHERE FOOD COMES FROM INC 0.1%
Value ($000) $172 Shares 13,000 Est. Cost $10.64 Unrealized +11.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $162 Shares 868 Est. Cost $127.64 Unrealized
CSX CSX CORP 0.1%
Value ($000) $160 Shares 4,514 Est. Cost $28.73 Unrealized +18.1%
META META PLATFORMS INC 0.1%
Value ($000) $159 Shares 217 Est. Cost $143.16 Unrealized +419.2%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $157 Shares 1,585 Est. Cost $48.01 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $155 Shares 1,509 Est. Cost $98.20 Unrealized +4.7%
QRHC QUEST RESOURCE HLDG CORP 0.1%
Value ($000) $141 Shares 90,700 Est. Cost $2.94 Unrealized -36.9%
AAPL APPLE INC 0.1%
Value ($000) $141 Shares 553 Est. Cost $143.61 Unrealized +57.1%
ABT ABBOTT LABS 0.1%
Value ($000) $134 Shares 1,000 Est. Cost $97.60 Unrealized +33.8%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $129 Shares 1,781 Est. Cost $41.61 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $129 Shares 1,065 Est. Cost $76.52 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $126 Shares 1,415 Est. Cost $87.38 Unrealized
PAYS PAYSIGN INC 0.1%
Value ($000) $126 Shares 20,000 Est. Cost $3.58 Unrealized +78.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $121 Shares 646 Est. Cost $123.68 Unrealized +40.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $111 Shares 455 Est. Cost $104.53 Unrealized +100.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $109 Shares 573 Est. Cost $154.41 Unrealized
BODI THE BEACHBODY COMPANY INC 0.1%
Value ($000) $107 Shares 18,043 Est. Cost $8.84 Unrealized -42.2%
CDE COEUR MNG INC 0.1%
Value ($000) $106 Shares 5,645 Est. Cost $6.51 Unrealized +88.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $100 Shares 688 Est. Cost $89.53 Unrealized
FSM FORTUNA SILVER MINES INC 0.0%
Value ($000) $94 Shares 10,500 Est. Cost $5.04 Unrealized +44.8%
TSLA TESLA INC 0.0%
Value ($000) $92 Shares 207 Est. Cost $321.98 Unrealized +7.7%
MSFT MICROSOFT CORP. 0.0%
Value ($000) $91 Shares 176 Est. Cost $302.16 Unrealized +68.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $85 Shares 2,010 Est. Cost $32.78 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $84 Shares 3,179 Est. Cost $18.78 Unrealized +36.0%
SKYX SKYX PLATFORMS CORP 0.0%
Value ($000) $81 Shares 70,000 Est. Cost $1.37 Unrealized -17.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $80 Shares 969 Est. Cost $69.92 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $75 Shares 124 Est. Cost $514.88 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $70 Shares 1,036 Est. Cost $48.07 Unrealized +32.9%
CGW INVESCO S&P GLOBAL WATER 0.0%
Value ($000) $68 Shares 1,065 Est. Cost $64.24 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $68 Shares 232 Est. Cost $204.00 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $68 Shares 808 Est. Cost $76.74 Unrealized +10.2%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $66 Shares 99 Est. Cost $384.21 Unrealized
BP BP PLC 0.0%
Value ($000) $63 Shares 1,818 Est. Cost $34.94 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $63 Shares 2,567 Est. Cost $24.07 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $60 Shares 1,024 Est. Cost $106.06 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $60 Shares 524 Est. Cost $82.65 Unrealized +29.6%
MODD MODULAR MED INC 0.0%
Value ($000) $59 Shares 85,000 Est. Cost $1.18 Unrealized -39.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $57 Shares 311 Est. Cost $106.29 Unrealized +52.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $54 Shares 107 Est. Cost $324.86 Unrealized +49.1%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $50 Shares 343 Est. Cost $96.46 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $50 Shares 240 Est. Cost $158.80 Unrealized
JEPI JPMorgan Equity Premium Income 0.0%
Value ($000) $49 Shares 867 Est. Cost $55.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $49 Shares 98 Est. Cost $450.15 Unrealized -0.4%
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $8.24 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $45 Shares 3,700 Est. Cost $8.65 Unrealized +7.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $44 Shares 872 Est. Cost $50.26 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC 0.0%
Value ($000) $42 Shares 2,500 Est. Cost $8.02 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $41 Shares 188 Est. Cost $176.29 Unrealized +28.4%
SO SOUTHERN CO 0.0%
Value ($000) $40 Shares 419 Est. Cost $59.77 Unrealized +54.3%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $38 Shares 228 Est. Cost $100.85 Unrealized +35.7%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $36 Shares 1,712 Est. Cost $21.05 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $35 Shares 115 Est. Cost $202.76 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $34 Shares 235 Est. Cost $47.54 Unrealized +129.4%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $31 Shares 750 Est. Cost $15.89 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $30 Shares 122 Est. Cost $191.82 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $21.91 Unrealized +18.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $29 Shares 204 Est. Cost $108.07 Unrealized
MCS MARCUS CORP DEL 0.0%
Value ($000) $29 Shares 1,843 Est. Cost $15.14 Unrealized +5.9%
LOAN 401k Loan 0.0%
Value ($000) $28 Shares 28,277 Est. Cost $1.00 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $26 Shares 209 Est. Cost $88.27 Unrealized +35.7%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $25 Shares 175 Est. Cost $125.39 Unrealized
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $12.71 Unrealized +36.1%
SNY SANOFI 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.43 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $24 Shares 178 Est. Cost $162.91 Unrealized -2.9%
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.0%
Value ($000) $22 Shares 533 Est. Cost $35.49 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $22 Shares 47 Est. Cost $330.66 Unrealized +42.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $22 Shares 158 Est. Cost $134.79 Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $19 Shares 3,740 Est. Cost $3.27 Unrealized +20.3%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $90.10 Unrealized +76.8%
BARRICK GOLD CORP 0.0%
Value ($000) $16 Shares 500 Est. Cost $17.01 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $15 Shares 46 Est. Cost $209.82 Unrealized +45.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $15 Shares 546 Est. Cost $43.07 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $14 Shares 47 Est. Cost $245.45 Unrealized +22.8%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $14 Shares 106 Est. Cost $100.80 Unrealized
SBSW SIBANYE GOLD 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $7.22 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $13 Shares 33 Est. Cost $203.23 Unrealized +91.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $13 Shares 65 Est. Cost $153.65 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $13 Shares 216 Est. Cost $53.37 Unrealized +9.2%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $46.81 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $13 Shares 51 Est. Cost $264.08 Unrealized -1.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $12 Shares 26 Est. Cost $351.95 Unrealized +20.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $12 Shares 61 Est. Cost $155.95 Unrealized +30.8%
F FORD MTR CO 0.0%
Value ($000) $12 Shares 1,014 Est. Cost $10.06 Unrealized +12.6%
UNP UNION PAC CORP 0.0%
Value ($000) $12 Shares 51 Est. Cost $200.67 Unrealized +11.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $11 Shares 33 Est. Cost $303.09 Unrealized
JBL JABIL INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $153.55 Unrealized +41.7%
MTA METALLA RTY & STREAMING LTD 0.0%
Value ($000) $9 Shares 1,350 Est. Cost $3.04 Unrealized +56.0%
ACU ACME UTD CORP 0.0%
Value ($000) $8 Shares 204 Est. Cost $22.49 Unrealized +85.7%
SAP SAP SE 0.0%
Value ($000) $8 Shares 31 Est. Cost $268.45 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $195.13 Unrealized +20.5%
BCPC BALCHEM CORP 0.0%
Value ($000) $8 Shares 51 Est. Cost $129.65 Unrealized +20.8%
V VISA INC 0.0%
Value ($000) $8 Shares 22 Est. Cost $198.72 Unrealized +73.7%
COST COSTCO WHSL CORP 0.0%
Value ($000) $7 Shares 8 Est. Cost $848.99 Unrealized +12.7%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $7 Shares 48 Est. Cost $158.78 Unrealized -2.4%
INVE IDENTIV INC 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $4.89 Unrealized -26.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $7 Shares 290 Est. Cost $25.23 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 23 Est. Cost $166.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $5 Shares 14 Est. Cost $209.69 Unrealized +73.2%
MA MASTERCARD INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $542.01 Unrealized +5.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $5 Shares 8 Est. Cost $560.33 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $5 Shares 27 Est. Cost $129.75 Unrealized +18.9%
CSAN COSAN S A 0.0%
Value ($000) $4 Shares 970 Est. Cost $13.06 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $4 Shares 109 Est. Cost $29.99 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $45.68 Unrealized +104.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $111.19 Unrealized +45.1%
DXCM DEXCOM INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $82.12 Unrealized -3.6%
CRM SALESFORCE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $278.51 Unrealized -9.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $292.46 Unrealized +8.2%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $3 Shares 110 Est. Cost $17.53 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $553.02 Unrealized -13.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 27 Est. Cost $81.59 Unrealized +31.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $203.59 Unrealized +1.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $3 Shares 22 Est. Cost $118.79 Unrealized +14.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 29 Est. Cost $100.70 Unrealized +2.8%
BHP BHP GROUP LTD 0.0%
Value ($000) $3 Shares 46 Est. Cost $48.54 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $180.68 Unrealized +0.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.62 Unrealized +10.8%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.91 Unrealized +16.3%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 30 Est. Cost $58.97 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $2 Shares 17 Est. Cost $111.47 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $33.02 Unrealized -6.7%
GE GE AEROSPACE 0.0%
Value ($000) $2 Shares 7 Est. Cost $48.38 Unrealized +463.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.69 Unrealized +2.6%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $37.45 Unrealized +7.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 21 Est. Cost $96.79 Unrealized -3.6%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $2 Shares 2 Est. Cost $662.50 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $2 Shares 26 Est. Cost $73.27 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value ($000) $2 Shares 76 Est. Cost $17.19 Unrealized
DE DEERE & CO 0.0%
Value ($000) $2 Shares 4 Est. Cost $461.52 Unrealized +6.1%
GASS STEALTH GAS INC 0.0%
Value ($000) $2 Shares 272 Est. Cost $5.86 Unrealized +18.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.66 Unrealized -13.6%
AROC ARCHROCK INC 0.0%
Value ($000) $2 Shares 61 Est. Cost $12.85 Unrealized +84.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.61 Unrealized -0.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $176.50 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $2 Shares 2 Est. Cost $821.14 Unrealized -9.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $43.38 Unrealized +20.5%
XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $83.98 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $77.67 Unrealized +21.7%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $137.89 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.35 Unrealized +23.8%
UNILEVER PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $59.53 Unrealized
TNK TEEKAY TANKERS LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.25 Unrealized -15.9%
RSPA INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.19 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $89.13 Unrealized +11.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $64.08 Unrealized -22.8%
NE NOBLE CORP PLC ORD SHS A 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.44 Unrealized -24.4%
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.02 Unrealized -10.7%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $35.12 Unrealized +253.9%
IONQ IONQ INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.02 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $158.10 Unrealized +283.0%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.75 Unrealized -18.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.08 Unrealized +4.9%
NMAX NEWSMAX INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.20 Unrealized -48.5%