VALLEY WEALTH MANAGERS, INC. Diversified Active

Location: Paramus, NJ

CIK: 0000924166 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $1.561B (100.0% shares, 0.0% debt)

Holdings (354)

VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.7%
Value $58.08M Shares 477,053 Est. Cost $81.40 Unrealized
AAPL APPLE INC COM 3.4%
Value $52.34M Shares 192,513 Est. Cost $86.38 Unrealized +210.6%
AVGO BROADCOM INC COM 3.0%
Value $47.22M Shares 136,430 Est. Cost $143.99 Unrealized +147.9%
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value $40.83M Shares 130,461 Est. Cost $109.04 Unrealized +161.9%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 2.3%
Value $36.47M Shares 132,446 Est. Cost $92.81 Unrealized +179.0%
MSFT MICROSOFT CORP COM 2.3%
Value $36.22M Shares 74,888 Est. Cost $58.97 Unrealized +748.8%
MS MORGAN STANLEY COM NEW 2.2%
Value $34.39M Shares 193,697 Est. Cost $54.86 Unrealized +203.5%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 2.1%
Value $33.11M Shares 651,042 Est. Cost $35.37 Unrealized
TPR TAPESTRY INC COM 2.1%
Value $32.94M Shares 257,831 Est. Cost $23.25 Unrealized +390.4%
GLW CORNING INC COM 2.0%
Value $31.99M Shares 365,354 Est. Cost $46.30 Unrealized +85.7%
CSCO CISCO SYS INC COM 2.0%
Value $30.51M Shares 396,116 Est. Cost $20.83 Unrealized +254.2%
COR CENCORA INC COM 1.9%
Value $28.99M Shares 85,844 Est. Cost $46.51 Unrealized +632.3%
CFG CITIZENS FINL GROUP INC COM 1.8%
Value $28.71M Shares 491,583 Est. Cost $38.54 Unrealized +39.0%
AMGN AMGEN INC COM 1.8%
Value $27.81M Shares 84,958 Est. Cost $146.17 Unrealized +116.2%
HAS HASBRO INC COM 1.7%
Value $27.22M Shares 331,981 Est. Cost $58.66 Unrealized +33.0%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 1.7%
Value $26.88M Shares 132,363 Est. Cost $191.64 Unrealized +0.6%
DAL DELTA AIR LINES INC DEL COM NEW 1.6%
Value $25.67M Shares 369,823 Est. Cost $56.83 Unrealized +9.9%
HUBB HUBBELL INC COM 1.6%
Value $25.07M Shares 56,451 Est. Cost $121.54 Unrealized +259.7%
LRGG NOMURA FOCUSED LARGE GROWTH ETF 1.6%
Value $25.05M Shares 846,385 Est. Cost $27.49 Unrealized
VTV VANGUARD VALUE ETF 1.6%
Value $24.79M Shares 129,802 Est. Cost $146.18 Unrealized
ROST ROSS STORES INC COM 1.5%
Value $24.04M Shares 133,434 Est. Cost $42.33 Unrealized +293.6%
ORCL ORACLE CORP COM 1.5%
Value $23.71M Shares 121,623 Est. Cost $66.47 Unrealized +258.1%
MET METLIFE INC COM 1.5%
Value $23.7M Shares 300,280 Est. Cost $50.12 Unrealized +57.5%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value $23.32M Shares 572,542 Est. Cost $32.59 Unrealized +24.2%
AIZ ASSURANT INC COM 1.5%
Value $23.32M Shares 96,805 Est. Cost $85.80 Unrealized +159.7%
CACI CACI INTL INC CL A 1.5%
Value $23.13M Shares 43,415 Est. Cost $239.68 Unrealized +135.8%
VRTX VERTEX PHARMACEUTICALS INC COM 1.5%
Value $23.1M Shares 50,951 Est. Cost $205.42 Unrealized +109.8%
HON HONEYWELL INTL INC COM 1.4%
Value $22.24M Shares 114,016 Est. Cost $96.98 Unrealized +101.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.3%
Value $20.96M Shares 78,109 Est. Cost $119.79 Unrealized +112.1%
PGR PROGRESSIVE CORP COM 1.3%
Value $20.86M Shares 91,605 Est. Cost $58.51 Unrealized +262.9%
CRM SALESFORCE INC COM 1.3%
Value $20.37M Shares 76,904 Est. Cost $251.43 Unrealized -1.3%
DELL DELL TECHNOLOGIES INC CL C 1.3%
Value $20.19M Shares 160,383 Est. Cost $48.37 Unrealized +191.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.3%
Value $20.17M Shares 230,702 Est. Cost $57.53 Unrealized +48.2%
KR KROGER CO COM 1.3%
Value $19.79M Shares 316,674 Est. Cost $65.22 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 1.2%
Value $19.45M Shares 242,994 Est. Cost $44.29 Unrealized +86.0%
TMUS T-MOBILE US INC COM 1.2%
Value $19.44M Shares 95,737 Est. Cost $71.37 Unrealized +196.1%
CVX CHEVRON CORP NEW COM 1.2%
Value $19.09M Shares 125,251 Est. Cost $80.92 Unrealized +87.1%
DRI DARDEN RESTAURANTS INC COM 1.2%
Value $18.74M Shares 101,812 Est. Cost $126.56 Unrealized +43.9%
PFE PFIZER INC COM 1.2%
Value $18.46M Shares 741,190 Est. Cost $25.91 Unrealized -3.4%
DOX AMDOCS LTD SHS 1.2%
Value $18.16M Shares 225,518 Est. Cost $83.49 Unrealized -4.3%
CI THE CIGNA GROUP COM 1.1%
Value $17.53M Shares 63,690 Est. Cost $206.62 Unrealized +35.1%
STWD STARWOOD PPTY TR INC COM 1.1%
Value $16.52M Shares 917,203 Est. Cost $20.61 Unrealized
KBWB INVESCO KBW BANK ETF 0.9%
Value $14.12M Shares 167,467 Est. Cost $61.29 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.8%
Value $12.72M Shares 173,738 Est. Cost $60.61 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.8%
Value $12.7M Shares 195,946 Est. Cost $64.81 Unrealized
PYPL PAYPAL HLDGS INC COM 0.7%
Value $11.66M Shares 199,658 Est. Cost $64.95 Unrealized -0.2%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.7%
Value $10.91M Shares 69,625 Est. Cost $102.75 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value $10.9M Shares 56,899 Est. Cost $178.38 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.7%
Value $10.76M Shares 166,092 Est. Cost $55.84 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.5%
Value $8.532M Shares 160,801 Est. Cost $42.80 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value $7.929M Shares 156,733 Est. Cost $50.44 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value $6.844M Shares 40,009 Est. Cost $108.20 Unrealized +57.9%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value $6.784M Shares 21,055 Est. Cost $66.16 Unrealized +367.8%
NVDA NVIDIA CORPORATION COM 0.4%
Value $6.671M Shares 35,770 Est. Cost $118.88 Unrealized +56.6%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.4%
Value $6.625M Shares 148,176 Est. Cost $66.52 Unrealized
ABBV ABBVIE INC COM 0.4%
Value $5.984M Shares 26,191 Est. Cost $59.16 Unrealized +284.6%
AMZN AMAZON COM INC COM 0.4%
Value $5.96M Shares 25,820 Est. Cost $165.31 Unrealized +38.4%
STT STATE STR CORP COM 0.4%
Value $5.606M Shares 43,452 Est. Cost $61.27 Unrealized +94.2%
JNJ JOHNSON & JOHNSON COM 0.4%
Value $5.57M Shares 26,914 Est. Cost $88.45 Unrealized +122.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value $5.458M Shares 18,425 Est. Cost $105.66 Unrealized +182.8%
NTAP NETAPP INC COM 0.3%
Value $5.282M Shares 49,327 Est. Cost $56.77 Unrealized +100.2%
MRK MERCK & CO INC COM 0.3%
Value $5.206M Shares 49,461 Est. Cost $59.74 Unrealized +56.1%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value $5.19M Shares 24,864 Est. Cost $166.33 Unrealized +15.9%
USB US BANCORP DEL COM NEW 0.3%
Value $5.1M Shares 95,574 Est. Cost $36.42 Unrealized +33.8%
R RYDER SYS INC COM 0.3%
Value $5.032M Shares 26,291 Est. Cost $179.70 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value $4.898M Shares 39,736 Est. Cost $78.47 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.3%
Value $4.878M Shares 16,817 Est. Cost $120.24 Unrealized +133.4%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value $4.807M Shares 36,954 Est. Cost $81.70 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value $4.789M Shares 14,226 Est. Cost $157.90 Unrealized +115.9%
GILD GILEAD SCIENCES INC COM 0.3%
Value $4.744M Shares 38,653 Est. Cost $55.80 Unrealized +116.6%
XOM EXXON MOBIL CORP COM 0.3%
Value $4.581M Shares 38,069 Est. Cost $109.23 Unrealized +5.7%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value $4.575M Shares 39,677 Est. Cost $78.42 Unrealized +50.1%
TXN TEXAS INSTRS INC COM 0.3%
Value $4.566M Shares 26,317 Est. Cost $170.82 Unrealized -0.1%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value $4.518M Shares 44,134 Est. Cost $88.88 Unrealized +15.0%
KMI KINDER MORGAN INC DEL COM 0.3%
Value $4.516M Shares 164,273 Est. Cost $11.57 Unrealized +132.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value $4.488M Shares 55,885 Est. Cost $44.83 Unrealized +80.8%
KO COCA COLA CO COM 0.3%
Value $4.335M Shares 62,011 Est. Cost $56.60 Unrealized +22.6%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.3%
Value $4.298M Shares 43,715 Est. Cost $72.95 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value $4.275M Shares 143,014 Est. Cost $34.75 Unrealized -17.9%
O REALTY INCOME CORP COM 0.3%
Value $4.258M Shares 75,533 Est. Cost $54.80 Unrealized +4.7%
PEP PEPSICO INC COM 0.3%
Value $4.254M Shares 29,639 Est. Cost $106.98 Unrealized +36.4%
T AT&T INC COM 0.3%
Value $4.232M Shares 170,366 Est. Cost $15.49 Unrealized +63.2%
SBUX STARBUCKS CORP COM 0.3%
Value $4.228M Shares 50,210 Est. Cost $87.33 Unrealized -3.8%
GIS GENERAL MLS INC COM 0.3%
Value $4.224M Shares 90,843 Est. Cost $49.63 Unrealized -4.4%
DKS DICKS SPORTING GOODS INC COM 0.3%
Value $4.215M Shares 21,292 Est. Cost $183.42 Unrealized +18.4%
LLY ELI LILLY & CO COM 0.3%
Value $4.133M Shares 3,846 Est. Cost $640.59 Unrealized +49.2%
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.3%
Value $4.065M Shares 45,129 Est. Cost $76.44 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value $4.041M Shares 28,195 Est. Cost $91.92 Unrealized +60.1%
MCD MCDONALDS CORP COM 0.3%
Value $4.027M Shares 13,175 Est. Cost $188.46 Unrealized +61.9%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $3.971M Shares 8,210 Est. Cost $321.75 Unrealized +48.0%
HD HOME DEPOT INC COM 0.3%
Value $3.946M Shares 11,467 Est. Cost $178.06 Unrealized +104.8%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.3%
Value $3.942M Shares 91,146 Est. Cost $43.25 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.3%
Value $3.909M Shares 28,090 Est. Cost $99.15 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.2%
Value $3.806M Shares 69,724 Est. Cost $54.96 Unrealized -0.4%
MSM MSC INDL DIRECT INC CL A 0.2%
Value $3.738M Shares 44,449 Est. Cost $72.65 Unrealized +19.3%
PRU PRUDENTIAL FINL INC COM 0.2%
Value $3.715M Shares 32,908 Est. Cost $68.37 Unrealized +55.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value $3.573M Shares 33,803 Est. Cost $128.76 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value $3.572M Shares 12,797 Est. Cost $183.14 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.2%
Value $3.548M Shares 44,148 Est. Cost $69.80 Unrealized
EOG EOG RES INC COM 0.2%
Value $3.466M Shares 33,005 Est. Cost $109.40 Unrealized -2.0%
META META PLATFORMS INC CL A 0.2%
Value $3.355M Shares 5,083 Est. Cost $618.28 Unrealized +7.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value $3.326M Shares 42,203 Est. Cost $76.50 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value $3.23M Shares 66,847 Est. Cost $48.65 Unrealized
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.2%
Value $3.213M Shares 4,711 Est. Cost $326.52 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value $3.088M Shares 4,508 Est. Cost $345.89 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $3.065M Shares 10,177 Est. Cost $302.80 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.2%
Value $2.888M Shares 62,724 Est. Cost $45.24 Unrealized
VICI VICI PPTYS INC COM 0.2%
Value $2.831M Shares 100,690 Est. Cost $24.50 Unrealized +19.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value $2.766M Shares 4,883 Est. Cost $512.02 Unrealized +4.0%
APH AMPHENOL CORP CL A 0.2%
Value $2.62M Shares 19,384 Est. Cost $103.60 Unrealized +28.9%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value $2.607M Shares 14,701 Est. Cost $118.87 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value $2.542M Shares 19,400 Est. Cost $107.66 Unrealized +27.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value $2.487M Shares 57,428 Est. Cost $59.80 Unrealized -25.7%
V VISA INC COM CL A 0.2%
Value $2.484M Shares 7,082 Est. Cost $292.40 Unrealized +16.4%
HPQ HP INC COM 0.2%
Value $2.382M Shares 106,898 Est. Cost $18.92 Unrealized +33.4%
CPLS AB CORE PLUS BOND ETF 0.1%
Value $2.08M Shares 58,538 Est. Cost $35.42 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value $2.013M Shares 17,802 Est. Cost $111.10 Unrealized +17.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value $1.962M Shares 21,931 Est. Cost $62.61 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value $1.842M Shares 76,015 Est. Cost $23.74 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value $1.8M Shares 13,601 Est. Cost $72.39 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value $1.761M Shares 36,850 Est. Cost $47.79 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value $1.724M Shares 5,706 Est. Cost $223.33 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value $1.717M Shares 70,704 Est. Cost $23.74 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $1.477M Shares 27,479 Est. Cost $42.99 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value $1.458M Shares 18,288 Est. Cost $76.43 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $1.448M Shares 4,613 Est. Cost $121.71 Unrealized +135.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $1.36M Shares 1,805 Est. Cost $199.41 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value $1.306M Shares 2,082 Est. Cost $468.73 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value $1.195M Shares 46,953 Est. Cost $24.65 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value $1.126M Shares 39,075 Est. Cost $23.19 Unrealized +0.8%
KLAC KLA CORP COM NEW 0.1%
Value $1.034M Shares 851 Est. Cost $483.63 Unrealized +142.3%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.1%
Value $997K Shares 20,530 Est. Cost $47.08 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.1%
Value $935K Shares 3,637 Est. Cost $127.19 Unrealized +88.3%
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value $873K Shares 1,012 Est. Cost $369.47 Unrealized +145.1%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value $841K Shares 30,818 Est. Cost $25.30 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $828K Shares 2,882 Est. Cost $251.89 Unrealized +8.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $824K Shares 1,740 Est. Cost $199.95 Unrealized
LPLA LPL FINL HLDGS INC COM 0.1%
Value $820K Shares 2,295 Est. Cost $242.78 Unrealized +45.7%
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value $807K Shares 8,874 Est. Cost $81.98 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $791K Shares 5,151 Est. Cost $96.37 Unrealized +53.3%
NFLX NETFLIX INC. COM 0.1%
Value $791K Shares 8,439 Est. Cost $104.40 Unrealized +3.3%
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.1%
Value $781K Shares 42,005 Est. Cost $17.55 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $764K Shares 32,661 Est. Cost $22.85 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $737K Shares 4,001 Est. Cost $181.77 Unrealized +11.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value $731K Shares 1,565 Est. Cost $292.75 Unrealized +58.4%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value $722K Shares 1,175 Est. Cost $345.58 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value $703K Shares 416 Est. Cost $807.26 Unrealized +113.2%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value $697K Shares 27,346 Est. Cost $24.70 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $695K Shares 7,617 Est. Cost $89.82 Unrealized +8.8%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $689K Shares 4,760 Est. Cost $151.62 Unrealized -12.6%
INTU INTUIT COM 0.0%
Value $687K Shares 1,037 Est. Cost $719.44 Unrealized -8.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $667K Shares 1,714 Est. Cost $389.51 Unrealized +6.2%
VLY VALLEY NATL BANCORP COM 0.0%
Value $659K Shares 56,404 Est. Cost $10.30 Unrealized +7.7%
MSCI MSCI INC COM 0.0%
Value $657K Shares 1,145 Est. Cost $543.92 Unrealized +3.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $637K Shares 1,967 Est. Cost $294.58 Unrealized +13.4%
FTNT FORTINET INC COM 0.0%
Value $624K Shares 7,859 Est. Cost $66.56 Unrealized +24.6%
NOW SERVICENOW INC COM 0.0%
Value $623K Shares 4,069 Est. Cost $169.68 Unrealized +1.1%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $618K Shares 4,292 Est. Cost $143.32 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $590K Shares 444 Est. Cost $1324.03 Unrealized -1.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $590K Shares 2,294 Est. Cost $217.08 Unrealized +22.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $589K Shares 10,024 Est. Cost $58.00 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $556K Shares 6,640 Est. Cost $80.13 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $546K Shares 1,162 Est. Cost $511.56 Unrealized -13.2%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value $532K Shares 6,445 Est. Cost $77.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $466K Shares 927 Est. Cost $328.24 Unrealized +51.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $388K Shares 3,410 Est. Cost $99.45 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $388K Shares 2,392 Est. Cost $173.58 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value $335K Shares 746 Est. Cost $443.29 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $318K Shares 1,511 Est. Cost $210.34 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value $316K Shares 13,004 Est. Cost $22.19 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $309K Shares 1,997 Est. Cost $145.94 Unrealized
WMT WALMART INC COM 0.0%
Value $305K Shares 2,741 Est. Cost $49.05 Unrealized +118.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $297K Shares 2,492 Est. Cost $118.71 Unrealized
INTC INTEL CORP COM 0.0%
Value $260K Shares 7,050 Est. Cost $27.88 Unrealized +35.4%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $237K Shares 4,334 Est. Cost $24.92 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $224K Shares 8,841 Est. Cost $25.31 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $215K Shares 542 Est. Cost $319.98 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value $200K Shares 350 Est. Cost $543.14 Unrealized +2.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $198K Shares 37 Est. Cost $3079.62 Unrealized +66.8%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value $191K Shares 1,602 Est. Cost $123.52 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value $166K Shares 290 Est. Cost $196.30 Unrealized +183.0%
VUG VANGUARD GROWTH ETF 0.0%
Value $143K Shares 293 Est. Cost $246.75 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $132K Shares 1,404 Est. Cost $93.87 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value $125K Shares 4,057 Est. Cost $31.09 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $120K Shares 1,198 Est. Cost $94.86 Unrealized
BA BOEING CO COM 0.0%
Value $111K Shares 513 Est. Cost $154.45 Unrealized +33.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value $106K Shares 661 Est. Cost $165.18 Unrealized -7.0%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value $99,993 Shares 4,531 Est. Cost $21.88 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value $96,827 Shares 304 Est. Cost $66.61 Unrealized +432.0%
SRE SEMPRA COM 0.0%
Value $95,706 Shares 1,084 Est. Cost $69.01 Unrealized +31.2%
LOW LOWES COS INC COM 0.0%
Value $94,052 Shares 390 Est. Cost $219.42 Unrealized +9.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $92,736 Shares 1,252 Est. Cost $75.29 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value $89,539 Shares 137 Est. Cost $345.89 Unrealized +76.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $86,000 Shares 806 Est. Cost $104.62 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $84,959 Shares 1,367 Est. Cost $53.93 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $82,483 Shares 725 Est. Cost $107.45 Unrealized +1.9%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $82,033 Shares 1,618 Est. Cost $50.72 Unrealized
ABT ABBOTT LABS COM 0.0%
Value $80,437 Shares 642 Est. Cost $98.05 Unrealized +29.8%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $76,784 Shares 495 Est. Cost $99.80 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value $76,347 Shares 900 Est. Cost $108.60 Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value $75,383 Shares 820 Est. Cost $173.09 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value $73,952 Shares 1,508 Est. Cost $40.88 Unrealized
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value $71,553 Shares 1,491 Est. Cost $47.35 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value $67,807 Shares 576 Est. Cost $54.74 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $64,520 Shares 500 Est. Cost $121.12 Unrealized +10.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $63,284 Shares 1,425 Est. Cost $35.32 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $62,304 Shares 2,012 Est. Cost $30.40 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $61,346 Shares 175 Est. Cost $176.07 Unrealized +91.2%
ALL ALLSTATE CORP COM 0.0%
Value $58,906 Shares 283 Est. Cost $120.01 Unrealized +70.1%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $58,432 Shares 1,105 Est. Cost $51.67 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $56,703 Shares 53 Est. Cost $1069.87 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $53,846 Shares 245 Est. Cost $151.77 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value $53,775 Shares 4,538 Est. Cost $14.51 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $53,571 Shares 1,953 Est. Cost $43.12 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value $51,894 Shares 391 Est. Cost $48.60 Unrealized +172.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $49,955 Shares 500 Est. Cost $94.54 Unrealized +0.2%
WFC WELLS FARGO & CO COM 0.0%
Value $49,489 Shares 531 Est. Cost $79.26 Unrealized +9.3%
ADI ANALOG DEVICES INC COM 0.0%
Value $48,816 Shares 180 Est. Cost $240.57 Unrealized +4.2%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $48,771 Shares 350 Est. Cost $79.93 Unrealized
EBAY EBAY INC. COM 0.0%
Value $48,166 Shares 553 Est. Cost $87.09 Unrealized -0.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $45,029 Shares 174 Est. Cost $185.12 Unrealized +42.7%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $44,588 Shares 574 Est. Cost $74.36 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $44,537 Shares 579 Est. Cost $76.92 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $44,122 Shares 307 Est. Cost $138.31 Unrealized
FTMU FRANKLIN MUNICIPAL INCOME ETF 0.0%
Value $43,303 Shares 5,541 Est. Cost $7.82 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value $41,906 Shares 2,407 Est. Cost $17.01 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $41,400 Shares 718 Est. Cost $50.68 Unrealized +17.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $41,311 Shares 47 Est. Cost $735.10 Unrealized +11.2%
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $39,176 Shares 403 Est. Cost $97.27 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $37,444 Shares 400 Est. Cost $89.16 Unrealized +1.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $36,880 Shares 110 Est. Cost $188.24 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $34,827 Shares 300 Est. Cost $101.35 Unrealized +9.0%
ZTS ZOETIS INC CL A 0.0%
Value $33,971 Shares 270 Est. Cost $129.28 Unrealized +0.8%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $33,778 Shares 245 Est. Cost $128.24 Unrealized
RTX RTX CORPORATION COM 0.0%
Value $32,829 Shares 179 Est. Cost $154.28 Unrealized +12.3%
MMM 3M CO COM 0.0%
Value $32,020 Shares 200 Est. Cost $113.96 Unrealized +43.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $32,006 Shares 640 Est. Cost $53.71 Unrealized 0.0%
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value $31,290 Shares 1,500 Est. Cost $21.74 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $30,461 Shares 619 Est. Cost $44.34 Unrealized +3.3%
CTAS CINTAS CORP COM 0.0%
Value $30,091 Shares 160 Est. Cost $185.30 Unrealized +1.5%
MDT MEDTRONIC PLC SHS 0.0%
Value $29,586 Shares 308 Est. Cost $91.27 Unrealized +6.4%
SYY SYSCO CORP COM 0.0%
Value $29,476 Shares 400 Est. Cost $72.12 Unrealized +4.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value $28,116 Shares 76 Est. Cost $225.39 Unrealized +58.4%
GABELLI DIVID & INCOME TR COM 0.0%
Value $27,770 Shares 1,000 Est. Cost $20.00 Unrealized
CSX CSX CORP COM 0.0%
Value $27,188 Shares 750 Est. Cost $33.18 Unrealized +7.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $25,290 Shares 65 Est. Cost $343.44 Unrealized +9.3%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $25,211 Shares 963 Est. Cost $27.87 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value $23,438 Shares 1,786 Est. Cost $12.37 Unrealized +3.7%
BAC BANK AMERICA CORP COM 0.0%
Value $21,560 Shares 392 Est. Cost $39.08 Unrealized +34.8%
INGR INGREDION INC COM 0.0%
Value $21,170 Shares 192 Est. Cost $112.78 Unrealized 0.0%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $21,042 Shares 464 Est. Cost $61.57 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $20,918 Shares 240 Est. Cost $87.16 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value $20,729 Shares 475 Est. Cost $45.93 Unrealized -10.4%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $20,231 Shares 492 Est. Cost $41.55 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $20,043 Shares 171 Est. Cost $119.80 Unrealized +1.5%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $19,296 Shares 452 Est. Cost $55.93 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $18,634 Shares 88 Est. Cost $153.73 Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $18,160 Shares 229 Est. Cost $103.35 Unrealized 0.0%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $18,063 Shares 72 Est. Cost $265.14 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $17,225 Shares 369 Est. Cost $55.62 Unrealized -17.7%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $14,970 Shares 371 Est. Cost $41.03 Unrealized
PB PROSPERITY BANCSHARES INC COM 0.0%
Value $14,928 Shares 216 Est. Cost $67.02 Unrealized 0.0%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value $14,830 Shares 225 Est. Cost $65.91 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $14,454 Shares 307 Est. Cost $47.49 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $14,174 Shares 182 Est. Cost $79.42 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $13,796 Shares 100 Est. Cost $227.83 Unrealized -39.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $13,054 Shares 53 Est. Cost $257.33 Unrealized -3.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value $12,845 Shares 160 Est. Cost $68.10 Unrealized +21.2%
MOD MODINE MFG CO COM 0.0%
Value $12,817 Shares 96 Est. Cost $148.95 Unrealized 0.0%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $12,369 Shares 98 Est. Cost $141.56 Unrealized
LKQ LKQ CORP COM 0.0%
Value $12,352 Shares 409 Est. Cost $29.98 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $12,281 Shares 87 Est. Cost $91.95 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $12,102 Shares 80 Est. Cost $108.39 Unrealized +36.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $12,088 Shares 57 Est. Cost $139.67 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $11,952 Shares 237 Est. Cost $49.76 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $11,605 Shares 52 Est. Cost $153.09 Unrealized +48.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $11,567 Shares 230 Est. Cost $49.99 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $11,548 Shares 38 Est. Cost $303.89 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $11,416 Shares 63 Est. Cost $138.22 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $11,364 Shares 655 Est. Cost $16.82 Unrealized -3.1%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value $11,346 Shares 122 Est. Cost $93.00 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $11,142 Shares 150 Est. Cost $98.49 Unrealized -29.0%
FAST FASTENAL CO COM 0.0%
Value $11,076 Shares 276 Est. Cost $46.94 Unrealized -10.5%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $10,224 Shares 340 Est. Cost $39.88 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $10,175 Shares 95 Est. Cost $106.77 Unrealized
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.0%
Value $10,064 Shares 200 Est. Cost $49.62 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $9,916 Shares 304 Est. Cost $35.33 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value $9,822 Shares 134 Est. Cost $73.30 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $9,763 Shares 337 Est. Cost $28.97 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $9,463 Shares 411 Est. Cost $23.02 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value $9,439 Shares 33 Est. Cost $229.35 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value $8,563 Shares 8 Est. Cost $1108.77 Unrealized -1.7%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $8,069 Shares 212 Est. Cost $32.30 Unrealized +19.1%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $7,747 Shares 163 Est. Cost $38.18 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $6,969 Shares 12 Est. Cost $625.13 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value $6,965 Shares 24 Est. Cost $200.00 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value $6,925 Shares 123 Est. Cost $56.30 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value $6,761 Shares 53 Est. Cost $127.57 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $6,656 Shares 82 Est. Cost $81.17 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $6,603 Shares 145 Est. Cost $31.66 Unrealized +49.5%
TGT TARGET CORP COM 0.0%
Value $6,549 Shares 67 Est. Cost $156.82 Unrealized -41.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $5,796 Shares 96 Est. Cost $60.38 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value $5,581 Shares 132 Est. Cost $40.78 Unrealized 0.0%
SAP SAP SE SPON ADR 0.0%
Value $5,344 Shares 22 Est. Cost $242.91 Unrealized
ASPIRE BIOPHARMA HLDGS INC COM 0.0%
Value $5,276 Shares 40,000 Est. Cost $0.27 Unrealized
RACE FERRARI N V COM 0.0%
Value $4,871 Shares 13 Est. Cost $400.15 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value $4,446 Shares 96 Est. Cost $40.40 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $4,316 Shares 45 Est. Cost $91.50 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value $4,177 Shares 819 Est. Cost $5.10 Unrealized
STE STERIS PLC SHS USD 0.0%
Value $4,056 Shares 16 Est. Cost $251.13 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $3,962 Shares 50 Est. Cost $66.73 Unrealized +14.8%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $3,908 Shares 53 Est. Cost $73.60 Unrealized 0.0%
ICLR ICON PLC SHS 0.0%
Value $3,827 Shares 21 Est. Cost $178.08 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $3,819 Shares 80 Est. Cost $42.11 Unrealized +8.8%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $3,817 Shares 228 Est. Cost $16.07 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value $3,727 Shares 158 Est. Cost $28.45 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value $3,562 Shares 70 Est. Cost $50.89 Unrealized
LIN LINDE PLC SHS 0.0%
Value $3,411 Shares 8 Est. Cost $427.28 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $3,339 Shares 15 Est. Cost $237.95 Unrealized 0.0%
IBN ICICI BK LTD HONG KONG BRANCH ADR 0.0%
Value $3,248 Shares 109 Est. Cost $29.80 Unrealized
CTVA CORTEVA INC COM 0.0%
Value $2,882 Shares 43 Est. Cost $55.81 Unrealized +15.7%
CAVA CAVA GROUP INC COM 0.0%
Value $2,876 Shares 49 Est. Cost $55.77 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value $2,821 Shares 14 Est. Cost $172.90 Unrealized +9.9%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $2,640 Shares 78 Est. Cost $32.42 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value $2,470 Shares 7 Est. Cost $349.16 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $2,283 Shares 13 Est. Cost $172.81 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $2,270 Shares 14 Est. Cost $156.92 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value $2,014 Shares 1 Est. Cost $2100.46 Unrealized 0.0%
MNDY MONDAY COM LTD SHS 0.0%
Value $1,918 Shares 13 Est. Cost $168.41 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $1,729 Shares 43 Est. Cost $23.49 Unrealized +59.2%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $1,715 Shares 21 Est. Cost $84.91 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $1,621 Shares 121 Est. Cost $14.51 Unrealized +7.3%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value $1,242 Shares 72 Est. Cost $12.35 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value $1,005 Shares 43 Est. Cost $45.44 Unrealized -49.9%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $852 Shares 22 Est. Cost $41.86 Unrealized
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $783 Shares 145 Est. Cost $6.53 Unrealized 0.0%
SCWORX CORP COM NEW 0.0%
Value $526 Shares 2,632 Est. Cost $0.20 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $454 Shares 7 Est. Cost $48.16 Unrealized +22.0%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $320 Shares 205 Est. Cost $2.38 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value $236 Shares 20 Est. Cost $32.21 Unrealized -60.3%
XTNT XTANT MED HLDGS INC COM NEW 0.0%
Value $234 Shares 298 Est. Cost $0.48 Unrealized +50.1%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $226 Shares 17 Est. Cost $17.91 Unrealized -29.5%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value $130 Shares 7 Est. Cost $19.27 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $106 Shares 1 Est. Cost $90.70 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value $98 Shares 1 Est. Cost $113.99 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $96 Shares 5 Est. Cost $35.56 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $64 Shares 1 Est. Cost $100.20 Unrealized +22.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $64 Shares 1 Est. Cost $94.62 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $38 Shares 1 Est. Cost $64.40 Unrealized -20.3%
CRI CARTERS INC COM 0.0%
Value $23 Shares 1 Est. Cost $64.13 Unrealized -51.5%
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value $20 Shares 22 Est. Cost $0.91 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value $12 Shares 1 Est. Cost $16.20 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value $11 Shares 22 Est. Cost $0.50 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value $9 Shares 22 Est. Cost $0.41 Unrealized