BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $363,500 (100.0% shares, 0.0% debt)

Holdings (450)

MRK MERCK & CO INC 4.0%
Value ($000) $14,556 Shares 169,014 Est. Cost $64.75 Unrealized +24.2%
JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $13,637 Shares 130,500 Est. Cost $98.04 Unrealized +7.7%
HON HONEYWELL INTL INC 3.5%
Value ($000) $12,733 Shares 76,259 Est. Cost $118.08 Unrealized +37.3%
DHR DANAHER CORPORATION 3.5%
Value ($000) $12,656 Shares 48,998 Est. Cost $64.93 Unrealized +270.7%
J JACOBS SOLUTIONS INC 3.3%
Value ($000) $12,163 Shares 112,111 Est. Cost $100.68 Unrealized 0.0%
CVS CVS HEALTH CORP 3.2%
Value ($000) $11,562 Shares 121,228 Est. Cost $52.69 Unrealized +66.3%
NEE NEXTERA ENERGY INC 3.0%
Value ($000) $11,061 Shares 141,061 Est. Cost $70.69 Unrealized +9.1%
MDT MEDTRONIC PLC 3.0%
Value ($000) $11,046 Shares 136,791 Est. Cost $92.09 Unrealized -12.3%
GILD GILEAD SCIENCES INC 3.0%
Value ($000) $10,828 Shares 175,528 Est. Cost $55.26 Unrealized +0.9%
MSFT MICROSOFT CORP 3.0%
Value ($000) $10,738 Shares 46,107 Est. Cost $58.49 Unrealized +339.2%
SPLUNK INC 2.9%
Value ($000) $10,431 Shares 138,716 Est. Cost $125.34 Unrealized
QCOM QUALCOMM INC 2.8%
Value ($000) $10,354 Shares 91,648 Est. Cost $102.92 Unrealized +23.4%
BAC BK OF AMERICA CORP 2.6%
Value ($000) $9,294 Shares 307,747 Est. Cost $25.51 Unrealized +19.9%
ETN EATON CORP PLC 2.5%
Value ($000) $9,265 Shares 69,477 Est. Cost $135.79 Unrealized -1.8%
GOOGL ALPHABET INC 2.5%
Value ($000) $9,198 Shares 96,160 Est. Cost $107.63 Unrealized +2.3%
WAB WABTEC 2.5%
Value ($000) $9,074 Shares 111,547 Est. Cost $54.81 Unrealized +58.2%
ICLN ISHARES TR 2.4%
Value ($000) $8,902 Shares 466,338 Est. Cost $23.40 Unrealized
COP CONOCOPHILLIPS 2.4%
Value ($000) $8,844 Shares 86,421 Est. Cost $37.35 Unrealized +136.1%
AAPL APPLE INC 2.3%
Value ($000) $8,336 Shares 60,317 Est. Cost $84.85 Unrealized +81.8%
RTX RAYTHEON TECHNOLOGIES CORP 2.3%
Value ($000) $8,275 Shares 101,088 Est. Cost $83.34 Unrealized +0.6%
APTIV PLC 2.2%
Value ($000) $8,089 Shares 103,425 Est. Cost $118.48 Unrealized
PYPL PAYPAL HLDGS INC 2.2%
Value ($000) $7,918 Shares 91,993 Est. Cost $140.48 Unrealized -37.0%
DIS DISNEY WALT CO 2.1%
Value ($000) $7,639 Shares 80,984 Est. Cost $123.24 Unrealized -15.2%
OGN ORGANON & CO 2.0%
Value ($000) $7,332 Shares 313,323 Est. Cost $27.02 Unrealized -5.1%
CAT CATERPILLAR INC 1.9%
Value ($000) $6,867 Shares 41,849 Est. Cost $193.02 Unrealized -10.8%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $6,170 Shares 171,859 Est. Cost $34.55 Unrealized -3.3%
MDLZ MONDELEZ INTL INC 1.7%
Value ($000) $6,015 Shares 109,703 Est. Cost $36.20 Unrealized +56.4%
KMI KINDER MORGAN INC DEL 1.6%
Value ($000) $5,858 Shares 352,057 Est. Cost $10.96 Unrealized +34.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 1.5%
Value ($000) $5,625 Shares 40,122 Est. Cost $132.12 Unrealized -1.8%
EPD ENTERPRISE PRODS PARTNERS L 1.3%
Value ($000) $4,808 Shares 202,180 Est. Cost $22.72 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $4,800 Shares 39,546 Est. Cost $17.52 Unrealized -9.9%
BKR BAKER HUGHES COMPANY 1.2%
Value ($000) $4,519 Shares 215,579 Est. Cost $23.09 Unrealized +0.0%
META META PLATFORMS INC 1.1%
Value ($000) $3,970 Shares 29,257 Est. Cost $196.87 Unrealized -18.2%
TOTALENERGIES SE 1.1%
Value ($000) $3,918 Shares 84,223 Est. Cost $44.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.0%
Value ($000) $3,672 Shares 22,283 Est. Cost $181.15 Unrealized +1.0%
C CITIGROUP INC 0.9%
Value ($000) $3,232 Shares 77,550 Est. Cost $43.95 Unrealized -0.6%
BLACKROCK INC 0.9%
Value ($000) $3,228 Shares 5,867 Est. Cost $455.48 Unrealized
ADI ANALOG DEVICES INC 0.9%
Value ($000) $3,226 Shares 23,150 Est. Cost $148.76 Unrealized +0.1%
CTRA COTERRA ENERGY INC 0.9%
Value ($000) $3,138 Shares 120,150 Est. Cost $19.06 Unrealized +29.7%
TER TERADYNE INC 0.8%
Value ($000) $2,946 Shares 39,204 Est. Cost $114.59 Unrealized -21.6%
ET ENERGY TRANSFER L P 0.8%
Value ($000) $2,928 Shares 265,495 Est. Cost $9.31 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.7%
Value ($000) $2,535 Shares 25,390 Est. Cost $99.84 Unrealized
WBD WARNER BROS DISCOVERY INC 0.7%
Value ($000) $2,492 Shares 216,718 Est. Cost $15.70 Unrealized -13.4%
GOLDMAN SACHS MLP ENERGY REN 0.7%
Value ($000) $2,387 Shares 198,949 Est. Cost $8.41 Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $2,189 Shares 43,700 Est. Cost $76.13 Unrealized -25.2%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $1,967 Shares 29,371 Est. Cost $26.57 Unrealized +32.5%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,693 Shares 61,950 Est. Cost $28.61 Unrealized -2.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,423 Shares 16,295 Est. Cost $51.48 Unrealized +58.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,406 Shares 9,785 Est. Cost $88.69 Unrealized +49.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,363 Shares 5,104 Est. Cost $206.03 Unrealized +38.1%
EOG EOG RES INC 0.3%
Value ($000) $1,151 Shares 10,300 Est. Cost $95.10 Unrealized +2.7%
PFE PFIZER INC 0.3%
Value ($000) $1,140 Shares 26,042 Est. Cost $35.86 Unrealized +12.7%
OLN OLIN CORP 0.3%
Value ($000) $1,042 Shares 24,300 Est. Cost $44.75 Unrealized +5.3%
CC CHEMOURS CO 0.3%
Value ($000) $965 Shares 39,150 Est. Cost $22.79 Unrealized +27.6%
HAL HALLIBURTON CO 0.3%
Value ($000) $953 Shares 38,700 Est. Cost $29.96 Unrealized -11.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $939 Shares 5,750 Est. Cost $125.40 Unrealized +21.9%
BP BP PLC 0.2%
Value ($000) $902 Shares 31,600 Est. Cost $25.75 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $861 Shares 3,821 Est. Cost $137.36 Unrealized +58.6%
PLD PROLOGIS INC. 0.2%
Value ($000) $780 Shares 7,675 Est. Cost $121.58 Unrealized -8.3%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $768 Shares 12,500 Est. Cost $60.69 Unrealized 0.0%
TRGP TARGA RES CORP 0.2%
Value ($000) $724 Shares 12,000 Est. Cost $66.31 Unrealized -8.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $684 Shares 1,914 Est. Cost $326.01 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $664 Shares 3,699 Est. Cost $168.24 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $623 Shares 27,799 Est. Cost $24.34 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $617 Shares 6,420 Est. Cost $108.60 Unrealized +2.1%
AA ALCOA CORP 0.1%
Value ($000) $535 Shares 15,900 Est. Cost $62.21 Unrealized -27.9%
IWD ISHARES TR 0.1%
Value ($000) $480 Shares 3,528 Est. Cost $118.48 Unrealized
E2OPEN PARENT HOLDINGS INC 0.1%
Value ($000) $478 Shares 78,755 Est. Cost $9.95 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $459 Shares 15,122 Est. Cost $23.45 Unrealized
TROX TRONOX HOLDINGS PLC 0.1%
Value ($000) $395 Shares 32,250 Est. Cost $18.82 Unrealized -21.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $378 Shares 2,530 Est. Cost $47.83 Unrealized +196.9%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $335 Shares 1,200 Est. Cost $330.06 Unrealized -6.1%
NVST ENVISTA HOLDINGS CORPORATION 0.1%
Value ($000) $334 Shares 10,165 Est. Cost $42.04 Unrealized -9.9%
MOS MOSAIC CO NEW 0.1%
Value ($000) $324 Shares 6,700 Est. Cost $47.43 Unrealized -0.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $290 Shares 4,750 Est. Cost $67.26 Unrealized -9.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $288 Shares 2,215 Est. Cost $79.87 Unrealized +75.3%
IWF ISHARES TR 0.1%
Value ($000) $284 Shares 1,350 Est. Cost $151.11 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $277 Shares 5,251 Est. Cost $61.13 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $267 Shares 1,000 Est. Cost $217.46 Unrealized -2.3%
IWP ISHARES TR 0.1%
Value ($000) $244 Shares 3,116 Est. Cost $119.06 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $229 Shares 22,500 Est. Cost $13.39 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $224 Shares 90,500 Est. Cost $3.20 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $224 Shares 1,983 Est. Cost $124.95 Unrealized +1.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $215 Shares 1,485 Est. Cost $104.76 Unrealized +36.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $213 Shares 450 Est. Cost $266.34 Unrealized +87.0%
IESC IES HLDGS INC 0.1%
Value ($000) $199 Shares 7,218 Est. Cost $48.11 Unrealized -35.8%
HD HOME DEPOT INC 0.1%
Value ($000) $198 Shares 717 Est. Cost $225.58 Unrealized +20.0%
AWR AMER STATES WTR CO 0.1%
Value ($000) $195 Shares 2,500 Est. Cost $74.35 Unrealized +6.1%
ALXO ALX ONCOLOGY HLDGS INC 0.1%
Value ($000) $187 Shares 19,570 Est. Cost $78.69 Unrealized -85.2%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $171 Shares 5,000 Est. Cost $38.43 Unrealized +5.3%
IHAK ISHARES TR 0.0%
Value ($000) $165 Shares 4,863 Est. Cost $44.35 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $153 Shares 750 Est. Cost $174.85 Unrealized +12.2%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $151 Shares 2,000 Est. Cost $56.31 Unrealized +19.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $149 Shares 559 Est. Cost $258.12 Unrealized
DOW DOW INC 0.0%
Value ($000) $144 Shares 3,268 Est. Cost $44.89 Unrealized -7.6%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $140 Shares 6,500 Est. Cost $17.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $139 Shares 2,489 Est. Cost $44.36 Unrealized +26.4%
EVGO EVGO INC 0.0%
Value ($000) $133 Shares 16,835 Est. Cost $10.09 Unrealized -13.6%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $129 Shares 1,300 Est. Cost $97.48 Unrealized +11.3%
LMB LIMBACH HLDGS INC 0.0%
Value ($000) $129 Shares 16,983 Est. Cost $12.89 Unrealized -49.0%
IEMG ISHARES INC 0.0%
Value ($000) $127 Shares 2,945 Est. Cost $48.90 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $125 Shares 1,500 Est. Cost $58.08 Unrealized +32.6%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $122 Shares 303 Est. Cost $402.75 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $118 Shares 10,950 Est. Cost $13.83 Unrealized -1.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $114 Shares 765 Est. Cost $107.02 Unrealized +42.3%
F FORD MTR CO DEL 0.0%
Value ($000) $112 Shares 10,000 Est. Cost $8.80 Unrealized +23.5%
TGT TARGET CORP 0.0%
Value ($000) $111 Shares 750 Est. Cost $142.93 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $110 Shares 3,476 Est. Cost $33.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $109 Shares 425 Est. Cost $308.55 Unrealized -11.0%
WMT WALMART INC 0.0%
Value ($000) $109 Shares 838 Est. Cost $37.16 Unrealized +13.0%
TWLO TWILIO INC 0.0%
Value ($000) $107 Shares 1,550 Est. Cost $79.91 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $99 Shares 1,650 Est. Cost $52.95 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $98 Shares 757 Est. Cost $118.89 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $95 Shares 2,003 Est. Cost $51.06 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $92 Shares 1,943 Est. Cost $66.23 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $90 Shares 1,467 Est. Cost $50.44 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $89 Shares 525 Est. Cost $260.95 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $88 Shares 400 Est. Cost $185.00 Unrealized
VIRACTA THERAPEUTICS INC 0.0%
Value ($000) $88 Shares 20,500 Est. Cost $7.65 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $86 Shares 104 Est. Cost $1077.26 Unrealized -20.2%
ARKK ARK ETF TR 0.0%
Value ($000) $86 Shares 2,274 Est. Cost $72.19 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $85 Shares 1,197 Est. Cost $84.38 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $78 Shares 1,262 Est. Cost $62.95 Unrealized -31.4%
RH RH 0.0%
Value ($000) $74 Shares 300 Est. Cost $296.81 Unrealized -9.0%
IGIB ISHARES TR 0.0%
Value ($000) $71 Shares 1,470 Est. Cost $57.82 Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $65 Shares 12,300 Est. Cost $11.06 Unrealized -42.9%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $62 Shares 2,407 Est. Cost $35.31 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $67.00 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $58 Shares 281 Est. Cost $199.12 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $57 Shares 1,890 Est. Cost $20.45 Unrealized +48.9%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $56 Shares 1,218 Est. Cost $53.43 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $56 Shares 995 Est. Cost $76.67 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $56 Shares 3,725 Est. Cost $15.37 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $54 Shares 600 Est. Cost $120.51 Unrealized -13.8%
IJR ISHARES TR 0.0%
Value ($000) $53 Shares 604 Est. Cost $70.84 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $49 Shares 443 Est. Cost $92.64 Unrealized
ATLAS CORP 0.0%
Value ($000) $49 Shares 3,500 Est. Cost $14.57 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $48 Shares 365 Est. Cost $66.40 Unrealized +61.4%
TIP ISHARES TR 0.0%
Value ($000) $45 Shares 431 Est. Cost $117.98 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $45 Shares 600 Est. Cost $66.67 Unrealized
VOR BIOPHARMA INC 0.0%
Value ($000) $43 Shares 10,700 Est. Cost $11.55 Unrealized
V VISA INC 0.0%
Value ($000) $43 Shares 244 Est. Cost $175.59 Unrealized +13.0%
SPRO SPERO THERAPEUTICS INC 0.0%
Value ($000) $41 Shares 20,600 Est. Cost $12.90 Unrealized -92.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $40 Shares 259 Est. Cost $129.55 Unrealized +17.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $37.00 Unrealized +4.6%
SDY SPDR SER TR 0.0%
Value ($000) $39 Shares 346 Est. Cost $88.44 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $36 Shares 638 Est. Cost $45.37 Unrealized +20.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $36 Shares 150 Est. Cost $155.01 Unrealized +67.1%
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $36 Shares 5,627 Est. Cost $3.10 Unrealized +143.0%
XPZCX PIMCO CALIF MUN INCOME FD II 0.0%
Value ($000) $36 Shares 5,000 Est. Cost $8.20 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $35 Shares 300 Est. Cost $131.29 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $34 Shares 1,228 Est. Cost $42.34 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $33 Shares 1,160 Est. Cost $19.72 Unrealized +41.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $33 Shares 500 Est. Cost $88.81 Unrealized -18.4%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 100 Est. Cost $330.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $33 Shares 150 Est. Cost $130.18 Unrealized +57.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 255 Est. Cost $125.49 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 152 Est. Cost $184.21 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $37.51 Unrealized -10.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $29 Shares 533 Est. Cost $75.52 Unrealized -26.8%
NKE NIKE INC 0.0%
Value ($000) $29 Shares 350 Est. Cost $78.77 Unrealized +29.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 133 Est. Cost $171.55 Unrealized +25.1%
NVS NOVARTIS AG 0.0%
Value ($000) $27 Shares 350 Est. Cost $86.86 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $26 Shares 507 Est. Cost $72.98 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $25 Shares 458 Est. Cost $82.25 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $25 Shares 260 Est. Cost $88.46 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $25 Shares 259 Est. Cost $115.36 Unrealized -13.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 206 Est. Cost $92.23 Unrealized
MNSB MAINSTREET BANCSHARES INC 0.0%
Value ($000) $24 Shares 1,050 Est. Cost $22.91 Unrealized -4.4%
EWJ ISHARES INC 0.0%
Value ($000) $23 Shares 475 Est. Cost $56.84 Unrealized
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $23 Shares 11,853 Est. Cost $10.83 Unrealized -75.2%
RIO RIO TINTO PLC 0.0%
Value ($000) $22 Shares 400 Est. Cost $50.34 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $22 Shares 178 Est. Cost $102.74 Unrealized +27.1%
DGRO ISHARES TR 0.0%
Value ($000) $22 Shares 490 Est. Cost $38.99 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $22 Shares 215 Est. Cost $111.63 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $20 Shares 452 Est. Cost $59.73 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $20 Shares 750 Est. Cost $48.04 Unrealized -29.2%
LIT GLOBAL X FDS 0.0%
Value ($000) $20 Shares 303 Est. Cost $76.16 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $13.83 Unrealized +31.2%
ROKU ROKU INC 0.0%
Value ($000) $19 Shares 329 Est. Cost $92.78 Unrealized -18.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 87 Est. Cost $257.66 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $19 Shares 274 Est. Cost $62.53 Unrealized +15.9%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 70 Est. Cost $200.00 Unrealized
INTU INTUIT 0.0%
Value ($000) $18 Shares 46 Est. Cost $305.39 Unrealized +38.4%
SG SWEETGREEN INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $27.47 Unrealized -38.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 221 Est. Cost $77.88 Unrealized
KAMAN CORP 0.0%
Value ($000) $17 Shares 613 Est. Cost $59.32 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $16 Shares 96 Est. Cost $76.81 Unrealized +12.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $16 Shares 118 Est. Cost $139.62 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $16 Shares 200 Est. Cost $42.39 Unrealized +77.5%
GTLS CHART INDS INC 0.0%
Value ($000) $15 Shares 82 Est. Cost $96.56 Unrealized +92.0%
IYW ISHARES TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $126.74 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $15 Shares 304 Est. Cost $27.47 Unrealized -19.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $14 Shares 303 Est. Cost $24.93 Unrealized +61.4%
FFIV F5 INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $138.28 Unrealized +14.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 214 Est. Cost $60.20 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $14 Shares 150 Est. Cost $80.00 Unrealized
89BIO INC 0.0%
Value ($000) $14 Shares 2,500 Est. Cost $16.20 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 300 Est. Cost $53.33 Unrealized
MMM 3M CO 0.0%
Value ($000) $14 Shares 126 Est. Cost $110.63 Unrealized -12.8%
PPG PPG INDS INC 0.0%
Value ($000) $14 Shares 125 Est. Cost $133.86 Unrealized -14.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $14 Shares 480 Est. Cost $18.81 Unrealized +60.1%
PARTNERS BANCORP 0.0%
Value ($000) $14 Shares 1,617 Est. Cost $9.31 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $13 Shares 26 Est. Cost $257.14 Unrealized +92.5%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.00 Unrealized
LINDE PLC 0.0%
Value ($000) $13 Shares 49 Est. Cost $199.54 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $13 Shares 150 Est. Cost $30.29 Unrealized +52.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $12 Shares 40 Est. Cost $276.90 Unrealized +7.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $12 Shares 292 Est. Cost $37.13 Unrealized -11.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 185 Est. Cost $64.86 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $12 Shares 41 Est. Cost $409.39 Unrealized +4.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $12 Shares 166 Est. Cost $90.40 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $12 Shares 168 Est. Cost $70.22 Unrealized +18.0%
SO SOUTHERN CO 0.0%
Value ($000) $12 Shares 175 Est. Cost $45.27 Unrealized +47.9%
CONFORMIS INC 0.0%
Value ($000) $11 Shares 60,000 Est. Cost $0.46 Unrealized
OMER OMEROS CORP 0.0%
Value ($000) $11 Shares 3,500 Est. Cost $4.64 Unrealized 0.0%
EUFN ISHARES TR 0.0%
Value ($000) $11 Shares 800 Est. Cost $18.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $281.62 Unrealized +96.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $190.77 Unrealized +73.8%
BX BLACKSTONE INC 0.0%
Value ($000) $10 Shares 116 Est. Cost $49.84 Unrealized +75.1%
XME SPDR SER TR 0.0%
Value ($000) $10 Shares 226 Est. Cost $61.95 Unrealized
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $9 Shares 84 Est. Cost $107.14 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $189.60 Unrealized -11.6%
NTNX NUTANIX INC 0.0%
Value ($000) $9 Shares 454 Est. Cost $18.24 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $225.54 Unrealized +23.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $8 Shares 50 Est. Cost $143.10 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 67 Est. Cost $140.91 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $7 Shares 47 Est. Cost $114.57 Unrealized +40.9%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $7 Shares 62 Est. Cost $125.39 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $7 Shares 300 Est. Cost $41.05 Unrealized -31.2%
HDB HDFC BANK LTD 0.0%
Value ($000) $7 Shares 128 Est. Cost $54.69 Unrealized
NKTX NKARTA INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.12 Unrealized +9.0%
GDDY GODADDY INC 0.0%
Value ($000) $7 Shares 97 Est. Cost $75.29 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $215.83 Unrealized +47.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.00 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $7 Shares 38 Est. Cost $145.81 Unrealized +40.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $7 Shares 389 Est. Cost $23.14 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $7 Shares 230 Est. Cost $40.79 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $7 Shares 795 Est. Cost $5.03 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $131.31 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $80.58 Unrealized -8.0%
DE DEERE & CO 0.0%
Value ($000) $6 Shares 19 Est. Cost $150.97 Unrealized +116.3%
LESLIES INC 0.0%
Value ($000) $6 Shares 418 Est. Cost $14.35 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 147 Est. Cost $47.62 Unrealized
CREATIVE REALITIES INC 0.0%
Value ($000) $6 Shares 10,623 Est. Cost $0.85 Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $6 Shares 168 Est. Cost $19.23 Unrealized +91.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $502.76 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $47.41 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $55.61 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.53 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $114.39 Unrealized -4.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $227.40 Unrealized 0.0%
INFY INFOSYS LTD 0.0%
Value ($000) $5 Shares 301 Est. Cost $16.61 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 170 Est. Cost $35.29 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $5 Shares 98 Est. Cost $61.37 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $38.02 Unrealized +51.6%
ICLR ICON PLC 0.0%
Value ($000) $5 Shares 25 Est. Cost $217.64 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $440.45 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $5 Shares 5 Est. Cost $734.27 Unrealized +69.2%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $5 Shares 278 Est. Cost $26.16 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 118 Est. Cost $42.47 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $5 Shares 18 Est. Cost $427.85 Unrealized -11.6%
PODD INSULET CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $140.54 Unrealized +78.2%
ADSK AUTODESK INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $202.07 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 38 Est. Cost $123.53 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $5 Shares 411 Est. Cost $15.39 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $5 Shares 166 Est. Cost $41.23 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $5 Shares 257 Est. Cost $29.88 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $4 Shares 43 Est. Cost $114.05 Unrealized -6.2%
STE STERIS PLC 0.0%
Value ($000) $4 Shares 25 Est. Cost $197.22 Unrealized 0.0%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 175 Est. Cost $19.17 Unrealized +50.7%
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $4 Shares 340 Est. Cost $11.76 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $4 Shares 1,300 Est. Cost $3.14 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $4 Shares 130 Est. Cost $91.48 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.77 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 159 Est. Cost $30.74 Unrealized -10.1%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 57 Est. Cost $78.14 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $4 Shares 43 Est. Cost $93.02 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $4 Shares 150 Est. Cost $58.70 Unrealized -29.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.11 Unrealized -10.8%
LAND GLADSTONE LD CORP 0.0%
Value ($000) $4 Shares 240 Est. Cost $16.67 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 90 Est. Cost $55.56 Unrealized
ALC ALCON AG 0.0%
Value ($000) $4 Shares 69 Est. Cost $68.69 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $168.85 Unrealized +60.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $347.71 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
MOMENTIVE GLOBAL INC 0.0%
Value ($000) $3 Shares 502 Est. Cost $5.98 Unrealized
ICCM ICECURE MEDICAL LTD CAESAREA 0.0%
Value ($000) $3 Shares 2,700 Est. Cost $2.58 Unrealized -36.4%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $609.45 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $3 Shares 47 Est. Cost $76.11 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $3 Shares 117 Est. Cost $27.66 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $250.71 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $3 Shares 186 Est. Cost $16.96 Unrealized -11.1%
ARKW ARK ETF TR 0.0%
Value ($000) $3 Shares 72 Est. Cost $147.16 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $1157.43 Unrealized 0.0%
XP XP INC 0.0%
Value ($000) $3 Shares 171 Est. Cost $19.85 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $109.33 Unrealized +41.2%
OKTA OKTA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $251.31 Unrealized -65.8%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $27.42 Unrealized +2.0%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $2 Shares 327 Est. Cost $10.16 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $111.11 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.31 Unrealized +14.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $2 Shares 8 Est. Cost $264.78 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $2 Shares 28 Est. Cost $89.37 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $281.88 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $2 Shares 42 Est. Cost $60.46 Unrealized
ZENDESK INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $119.23 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $193.55 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $48.08 Unrealized 0.0%
SPROTT FOCUS TR INC 0.0%
Value ($000) $2 Shares 350 Est. Cost $7.82 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $2 Shares 159 Est. Cost $50.31 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $153.83 Unrealized 0.0%
LEA LEAR CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.49 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.63 Unrealized 0.0%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $1 Shares 76 Est. Cost $13.16 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $14.11 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.71 Unrealized 0.0%
BKH BLACK HILLS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.21 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.85 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $1 Shares 24 Est. Cost $39.22 Unrealized 0.0%
CTO CTO RLTY GROWTH INC NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $1 Shares 92 Est. Cost $10.65 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.15 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 34 Est. Cost $54.03 Unrealized -22.8%
LAD LITHIA MTRS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $261.28 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.76 Unrealized 0.0%
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $21.52 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $38.46 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.33 Unrealized -15.8%
VVX V2X INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.74 Unrealized 0.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $22.06 Unrealized -60.3%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.48 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.55 Unrealized +56.2%
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $96.20 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 28 Est. Cost $47.19 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $20.51 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $1 Shares 13 Est. Cost $103.96 Unrealized 0.0%
CHAMPIONX CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.06 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.07 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.50 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.20 Unrealized 0.0%
CCSI CONSENSUS CLOUD SOLUTIONS IN 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.48 Unrealized 0.0%
CLBK COLUMBIA FINL INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.59 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.23 Unrealized -18.7%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $18.60 Unrealized 0.0%
NBIS YANDEX N V 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $46.80 Unrealized -25.5%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $1 Shares 48 Est. Cost $11.88 Unrealized +10.6%
PINE ALPINE INCOME PPTY TR INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $7.37 Unrealized 0.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.09 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.95 Unrealized 0.0%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.51 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.33 Unrealized -36.8%
VST VISTRA CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $22.84 Unrealized 0.0%
FLEX FLEX LTD 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.78 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.28 Unrealized 0.0%
ACES ALPS ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $220.00 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 64 Est. Cost $31.25 Unrealized
III INFORMATION SVCS GROUP INC 0.0%
Value ($000) $0 Shares 89 Est. Cost $5.41 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 27 Est. Cost $22.29 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $303.09 Unrealized -34.7%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.94 Unrealized 0.0%
IAC IAC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.30 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.02 Unrealized 0.0%
IAA INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.26 Unrealized 0.0%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.81 Unrealized 0.0%
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.46 Unrealized -39.2%
MODIVCARE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HANESBRANDS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.17 Unrealized 0.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.97 Unrealized -11.6%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $0 Shares 31 Est. Cost $18.00 Unrealized 0.0%
RGCO RGC RES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.83 Unrealized 0.0%
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $27.81 Unrealized -74.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $19.17 Unrealized -49.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
GALMED PHARMACEUTICALS LTD 0.0%
Value ($000) $0 Shares 500 Est. Cost $4.00 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.44 Unrealized 0.0%
AL AIR LEASE CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $33.60 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 29 Est. Cost Unrealized
FTDR FRONTDOOR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.50 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.49 Unrealized +8.6%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $0 Shares 9 Est. Cost $51.27 Unrealized 0.0%
ALPINE 4 HOLDINGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ZIVO BIOSCIENCE INC 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
CHUYS HLDGS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.71 Unrealized 0.0%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.97 Unrealized 0.0%
CBL CBL & ASSOC PPTYS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NRIM NORTHRIM BANCORP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.92 Unrealized 0.0%
CLDX CELLDEX THERAPEUTICS INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.43 Unrealized +591.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.43 Unrealized -67.6%
ZD ZIFF DAVIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.75 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.06 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.89 Unrealized
UTMD UTAH MED PRODS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $88.27 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $81.13 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.34 Unrealized 0.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.61 Unrealized 0.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.77 Unrealized -7.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.59 Unrealized -5.3%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.95 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.90 Unrealized +27.9%
WEYS WEYCO GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.49 Unrealized 0.0%
PNTG PENNANT GROUP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.29 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.76 Unrealized -70.8%
PWP PERELLA WEINBERG PARTNERS 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.58 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.27 Unrealized 0.0%
TILE SHOP HLDGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.15 Unrealized 0.0%
THRY THRYV HLDGS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.92 Unrealized 0.0%
PSTL POSTAL REALTY TRUST INC 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 38 Est. Cost Unrealized
PSO PEARSON PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $231.95 Unrealized -84.9%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $90.96 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $34.38 Unrealized 0.0%
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $119.22 Unrealized 0.0%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.59 Unrealized 0.0%
UNIVAR SOLUTIONS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $17.77 Unrealized 0.0%
ARCONIC CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $54.93 Unrealized 0.0%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.21 Unrealized 0.0%
ESAB ESAB CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.50 Unrealized 0.0%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.47 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.08 Unrealized +12.9%
RILY B. RILEY FINANCIAL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.98 Unrealized 0.0%
DSGR DISTRIBUTION SOLUTIONS GRP I 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.68 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $16.01 Unrealized -27.3%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.49 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.02 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.61 Unrealized 0.0%
SPHR MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.92 Unrealized 0.0%