BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 20, 2023

Total Value ($000): $407,566 (100.0% shares, 0.0% debt)

Holdings (374)

JPM JPMORGAN CHASE & CO 4.3%
Value ($000) $17,704 Shares 132,024 Est. Cost $98.27 Unrealized +19.7%
HON HONEYWELL INTL INC 3.9%
Value ($000) $15,885 Shares 74,125 Est. Cost $118.08 Unrealized +51.4%
MRK MERCK & CO INC 3.9%
Value ($000) $15,879 Shares 143,121 Est. Cost $64.75 Unrealized +43.3%
J JACOBS SOLUTIONS INC 3.3%
Value ($000) $13,559 Shares 112,927 Est. Cost $100.68 Unrealized -5.0%
DHR DANAHER CORPORATION 3.2%
Value ($000) $13,194 Shares 49,711 Est. Cost $67.27 Unrealized +239.1%
GILD GILEAD SCIENCES INC 3.2%
Value ($000) $12,891 Shares 150,154 Est. Cost $55.26 Unrealized +28.1%
MSFT MICROSOFT CORP 3.1%
Value ($000) $12,636 Shares 52,690 Est. Cost $80.43 Unrealized +191.0%
SPLUNK INC 3.0%
Value ($000) $12,274 Shares 142,574 Est. Cost $124.28 Unrealized
NEE NEXTERA ENERGY INC 2.9%
Value ($000) $11,911 Shares 142,476 Est. Cost $70.72 Unrealized +4.4%
ICLN ISHARES TR 2.8%
Value ($000) $11,316 Shares 570,060 Est. Cost $22.76 Unrealized
WAB WABTEC 2.7%
Value ($000) $11,186 Shares 112,076 Est. Cost $54.81 Unrealized +71.4%
ETN EATON CORP PLC 2.7%
Value ($000) $11,122 Shares 70,861 Est. Cost $136.01 Unrealized +8.0%
MDT MEDTRONIC PLC 2.6%
Value ($000) $10,649 Shares 137,020 Est. Cost $92.09 Unrealized -20.2%
BAC BANK AMERICA CORP 2.6%
Value ($000) $10,435 Shares 315,076 Est. Cost $25.66 Unrealized +23.6%
RTX RAYTHEON TECHNOLOGIES CORP 2.5%
Value ($000) $10,239 Shares 101,460 Est. Cost $83.34 Unrealized +5.2%
GOOGL ALPHABET INC 2.5%
Value ($000) $10,200 Shares 115,602 Est. Cost $105.39 Unrealized -10.5%
COP CONOCOPHILLIPS 2.5%
Value ($000) $10,174 Shares 86,221 Est. Cost $37.35 Unrealized +192.9%
CAT CATERPILLAR INC 2.5%
Value ($000) $10,053 Shares 41,964 Est. Cost $193.02 Unrealized +7.0%
APTIV PLC 2.3%
Value ($000) $9,362 Shares 100,524 Est. Cost $118.48 Unrealized
QCOM QUALCOMM INC 2.2%
Value ($000) $8,803 Shares 80,075 Est. Cost $102.92 Unrealized +5.8%
OGN ORGANON & CO 2.0%
Value ($000) $8,154 Shares 291,951 Est. Cost $27.02 Unrealized -18.7%
AAPL APPLE INC 2.0%
Value ($000) $8,104 Shares 62,375 Est. Cost $86.69 Unrealized +62.3%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $7,440 Shares 111,634 Est. Cost $36.57 Unrealized +58.6%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $7,388 Shares 138,196 Est. Cost $34.55 Unrealized +33.4%
BKR BAKER HUGHES COMPANY 1.6%
Value ($000) $6,422 Shares 217,468 Est. Cost $23.09 Unrealized +11.0%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $6,341 Shares 89,034 Est. Cost $140.48 Unrealized -43.2%
ARE ALEXANDRIA REAL ESTATE EQ IN 1.4%
Value ($000) $5,891 Shares 40,444 Est. Cost $132.12 Unrealized -6.7%
CRWD CROWDSTRIKE HLDGS INC 1.4%
Value ($000) $5,807 Shares 55,155 Est. Cost $154.77 Unrealized -11.6%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,707 Shares 39,051 Est. Cost $17.52 Unrealized -16.4%
CVS CVS HEALTH CORP 1.4%
Value ($000) $5,664 Shares 60,777 Est. Cost $52.69 Unrealized +63.1%
DIS DISNEY WALT CO 1.4%
Value ($000) $5,596 Shares 64,414 Est. Cost $123.24 Unrealized -24.2%
TOTALENERGIES SE 1.3%
Value ($000) $5,207 Shares 83,883 Est. Cost $44.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.2%
Value ($000) $4,894 Shares 202,905 Est. Cost $22.72 Unrealized
PLD PROLOGIS INC. 1.1%
Value ($000) $4,564 Shares 40,482 Est. Cost $104.25 Unrealized -3.9%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $4,339 Shares 26,450 Est. Cost $148.63 Unrealized -0.6%
FCX FREEPORT-MCMORAN INC 1.1%
Value ($000) $4,301 Shares 113,189 Est. Cost $30.82 Unrealized +8.6%
BLACKROCK INC 1.0%
Value ($000) $4,201 Shares 5,929 Est. Cost $458.13 Unrealized
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $4,185 Shares 231,485 Est. Cost $10.96 Unrealized +38.4%
TER TERADYNE INC 1.0%
Value ($000) $4,016 Shares 45,979 Est. Cost $110.17 Unrealized -23.3%
CTRA COTERRA ENERGY INC 0.8%
Value ($000) $3,435 Shares 139,800 Est. Cost $19.80 Unrealized +22.9%
ET ENERGY TRANSFER L P 0.8%
Value ($000) $3,151 Shares 265,495 Est. Cost $9.31 Unrealized
C CITIGROUP INC 0.8%
Value ($000) $3,085 Shares 68,200 Est. Cost $43.95 Unrealized -7.7%
APH AMPHENOL CORP NEW 0.7%
Value ($000) $2,798 Shares 36,752 Est. Cost $28.62 Unrealized +28.5%
GOLDMAN SACHS MLP ENERGY REN 0.6%
Value ($000) $2,543 Shares 198,972 Est. Cost $8.41 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,986 Shares 11,245 Est. Cost $140.87 Unrealized +11.5%
WBD WARNER BROS DISCOVERY INC 0.5%
Value ($000) $1,961 Shares 206,905 Est. Cost $15.70 Unrealized -28.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,844 Shares 5,970 Est. Cost $219.23 Unrealized +35.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,797 Shares 16,295 Est. Cost $51.48 Unrealized +87.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,765 Shares 9,836 Est. Cost $88.69 Unrealized +72.8%
MOS MOSAIC CO NEW 0.4%
Value ($000) $1,503 Shares 34,250 Est. Cost $45.73 Unrealized -0.9%
HAL HALLIBURTON CO 0.3%
Value ($000) $1,344 Shares 34,150 Est. Cost $29.96 Unrealized +10.1%
EOG EOG RES INC 0.3%
Value ($000) $1,334 Shares 10,300 Est. Cost $95.10 Unrealized +23.9%
MP MP MATERIALS CORP 0.3%
Value ($000) $1,269 Shares 52,262 Est. Cost $30.30 Unrealized -0.0%
CC CHEMOURS CO 0.3%
Value ($000) $1,092 Shares 35,650 Est. Cost $22.79 Unrealized +16.9%
PFE PFIZER INC 0.3%
Value ($000) $1,041 Shares 20,322 Est. Cost $35.86 Unrealized +12.1%
AMGN AMGEN INC 0.2%
Value ($000) $1,011 Shares 3,848 Est. Cost $137.36 Unrealized +76.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $931 Shares 13,250 Est. Cost $65.09 Unrealized -1.9%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $929 Shares 5,880 Est. Cost $99.91 Unrealized +39.4%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $916 Shares 18,325 Est. Cost $76.13 Unrealized -29.3%
META META PLATFORMS INC 0.2%
Value ($000) $899 Shares 7,472 Est. Cost $196.87 Unrealized -40.8%
TRGP TARGA RES CORP 0.2%
Value ($000) $882 Shares 12,000 Est. Cost $66.31 Unrealized -1.8%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $846 Shares 13,425 Est. Cost $60.96 Unrealized +6.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $772 Shares 4,038 Est. Cost $170.17 Unrealized
BP BP PLC 0.2%
Value ($000) $754 Shares 21,600 Est. Cost $25.75 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.2%
Value ($000) $722 Shares 427,500 Est. Cost $1.69 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $701 Shares 1,834 Est. Cost $326.01 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $578 Shares 11,800 Est. Cost $59.93 Unrealized -5.0%
GOOG ALPHABET INC 0.1%
Value ($000) $577 Shares 6,505 Est. Cost $108.42 Unrealized -12.6%
IGRO ISHARES TR 0.1%
Value ($000) $546 Shares 9,475 Est. Cost $57.63 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $535 Shares 3,528 Est. Cost $118.48 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $517 Shares 15,122 Est. Cost $23.45 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $496 Shares 3,000 Est. Cost $151.91 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $492 Shares 2,585 Est. Cost $163.57 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $391 Shares 4,035 Est. Cost $96.99 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $384 Shares 1,200 Est. Cost $330.06 Unrealized -0.4%
NVST ENVISTA HOLDINGS CORPORATION 0.1%
Value ($000) $361 Shares 10,711 Est. Cost $41.64 Unrealized -17.9%
EMGF ISHARES INC 0.1%
Value ($000) $347 Shares 8,455 Est. Cost $41.04 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $343 Shares 2,300 Est. Cost $141.58 Unrealized -0.5%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $338 Shares 2,215 Est. Cost $79.87 Unrealized +68.8%
IEFA ISHARES TR 0.1%
Value ($000) $324 Shares 5,251 Est. Cost $61.13 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $311 Shares 6,850 Est. Cost $62.21 Unrealized -32.6%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $301 Shares 12,722 Est. Cost $24.34 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $289 Shares 1,350 Est. Cost $151.11 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $277 Shares 1,000 Est. Cost $217.46 Unrealized +29.9%
IWP ISHARES TR 0.1%
Value ($000) $260 Shares 3,116 Est. Cost $119.06 Unrealized
IESC IES HLDGS INC 0.1%
Value ($000) $257 Shares 7,218 Est. Cost $48.11 Unrealized -32.6%
HD HOME DEPOT INC 0.1%
Value ($000) $242 Shares 767 Est. Cost $229.21 Unrealized +22.7%
AWR AMER STATES WTR CO 0.1%
Value ($000) $231 Shares 2,500 Est. Cost $74.35 Unrealized +14.4%
ALXO ALX ONCOLOGY HLDGS INC 0.1%
Value ($000) $221 Shares 19,570 Est. Cost $78.69 Unrealized -85.7%
OLN OLIN CORP 0.1%
Value ($000) $212 Shares 4,000 Est. Cost $44.75 Unrealized +10.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $208 Shares 456 Est. Cost $269.01 Unrealized +74.3%
CCI CROWN CASTLE INC 0.0%
Value ($000) $201 Shares 1,485 Est. Cost $104.76 Unrealized +8.5%
EVGO EVGO INC 0.0%
Value ($000) $194 Shares 43,335 Est. Cost $7.87 Unrealized -17.9%
PROSHARES TR 0.0%
Value ($000) $189 Shares 3,500 Est. Cost $54.01 Unrealized
ASLE AERSALE CORPORATION 0.0%
Value ($000) $187 Shares 11,500 Est. Cost $17.38 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $182 Shares 750 Est. Cost $174.85 Unrealized +26.3%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $181 Shares 4,745 Est. Cost $38.43 Unrealized -0.8%
KO COCA COLA CO 0.0%
Value ($000) $178 Shares 2,805 Est. Cost $45.55 Unrealized +20.6%
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $178 Shares 13,000 Est. Cost $18.82 Unrealized -29.3%
LMB LIMBACH HLDGS INC 0.0%
Value ($000) $177 Shares 16,983 Est. Cost $12.89 Unrealized -26.1%
DVYA ISHARES INC 0.0%
Value ($000) $176 Shares 5,230 Est. Cost $33.69 Unrealized
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $176 Shares 27,950 Est. Cost $11.05 Unrealized -16.2%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $175 Shares 2,358 Est. Cost $75.45 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $166 Shares 2,000 Est. Cost $56.31 Unrealized +17.8%
DOW DOW INC 0.0%
Value ($000) $165 Shares 3,268 Est. Cost $44.89 Unrealized -9.7%
AMZN AMAZON COM INC 0.0%
Value ($000) $161 Shares 1,920 Est. Cost $124.95 Unrealized -20.9%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $155 Shares 15,000 Est. Cost $13.39 Unrealized -25.7%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $153 Shares 6,500 Est. Cost $17.67 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $149 Shares 559 Est. Cost $258.12 Unrealized
E2OPEN PARENT HOLDINGS INC 0.0%
Value ($000) $145 Shares 24,625 Est. Cost $9.95 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $142 Shares 302 Est. Cost $402.75 Unrealized +7.1%
IEMG ISHARES INC 0.0%
Value ($000) $138 Shares 2,945 Est. Cost $48.90 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $137 Shares 30,000 Est. Cost $3.20 Unrealized +20.6%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $130 Shares 1,300 Est. Cost $97.48 Unrealized -6.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $127 Shares 765 Est. Cost $107.02 Unrealized +45.7%
IHAK ISHARES TR 0.0%
Value ($000) $125 Shares 3,791 Est. Cost $44.35 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $122 Shares 504 Est. Cost $196.74 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $121 Shares 525 Est. Cost $260.95 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $120 Shares 3,476 Est. Cost $33.71 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $120 Shares 686 Est. Cost $174.20 Unrealized
WMT WALMART INC 0.0%
Value ($000) $119 Shares 838 Est. Cost $37.16 Unrealized +22.9%
F FORD MTR CO DEL 0.0%
Value ($000) $117 Shares 10,100 Est. Cost $8.81 Unrealized +14.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $113 Shares 425 Est. Cost $308.55 Unrealized -14.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $110 Shares 1,500 Est. Cost $58.08 Unrealized +22.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $106 Shares 1,262 Est. Cost $62.95 Unrealized -23.1%
XBI SPDR SER TR 0.0%
Value ($000) $105 Shares 1,260 Est. Cost $83.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $98 Shares 1,943 Est. Cost $66.23 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $96 Shares 2,003 Est. Cost $51.06 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $94 Shares 1,467 Est. Cost $50.44 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $88 Shares 635 Est. Cost $118.89 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $86 Shares 1,197 Est. Cost $84.38 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $84 Shares 99 Est. Cost $1077.26 Unrealized -17.4%
LXU LSB INDS INC 0.0%
Value ($000) $80 Shares 6,000 Est. Cost $14.91 Unrealized 0.0%
VOR BIOPHARMA INC 0.0%
Value ($000) $74 Shares 11,200 Est. Cost $11.33 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $73 Shares 1,470 Est. Cost $57.82 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $71 Shares 2,407 Est. Cost $35.31 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $67.00 Unrealized
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $68 Shares 5,627 Est. Cost $3.10 Unrealized +133.4%
ARKK ARK ETF TR 0.0%
Value ($000) $67 Shares 2,144 Est. Cost $72.19 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $65 Shares 995 Est. Cost $76.67 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $63 Shares 1,218 Est. Cost $53.43 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $63 Shares 600 Est. Cost $120.51 Unrealized -25.4%
IWO ISHARES TR 0.0%
Value ($000) $60 Shares 281 Est. Cost $199.12 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $57 Shares 604 Est. Cost $70.84 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $55 Shares 1,890 Est. Cost $20.45 Unrealized +17.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $55 Shares 365 Est. Cost $66.40 Unrealized +123.2%
SDY SPDR SER TR 0.0%
Value ($000) $55 Shares 436 Est. Cost $96.01 Unrealized
CSX CSX CORP 0.0%
Value ($000) $54 Shares 1,752 Est. Cost $28.73 Unrealized 0.0%
ATLAS CORP 0.0%
Value ($000) $54 Shares 3,500 Est. Cost $14.57 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $51 Shares 445 Est. Cost $92.64 Unrealized
V VISA INC 0.0%
Value ($000) $51 Shares 244 Est. Cost $175.59 Unrealized +12.2%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 316 Est. Cost $155.83 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $50 Shares 460 Est. Cost $108.07 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $49 Shares 261 Est. Cost $129.55 Unrealized +30.7%
CRNX CRINETICS PHARMACEUTICALS IN 0.0%
Value ($000) $48 Shares 2,650 Est. Cost $17.62 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $46 Shares 642 Est. Cost $45.37 Unrealized +37.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $66.67 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $37.00 Unrealized +6.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $44 Shares 150 Est. Cost $155.01 Unrealized +77.7%
NEW RELIC INC 0.0%
Value ($000) $42 Shares 750 Est. Cost $56.45 Unrealized
XPZCX PIMCO CALIF MUN INCOME FD II 0.0%
Value ($000) $42 Shares 5,000 Est. Cost $8.20 Unrealized
NKE NIKE INC 0.0%
Value ($000) $41 Shares 350 Est. Cost $78.77 Unrealized +21.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $40 Shares 76 Est. Cost $417.19 Unrealized +19.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $38 Shares 1,160 Est. Cost $19.72 Unrealized +43.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $38 Shares 249 Est. Cost $110.45 Unrealized +17.5%
ESGE ISHARES INC 0.0%
Value ($000) $37 Shares 1,228 Est. Cost $42.34 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $36 Shares 511 Est. Cost $54.71 Unrealized +9.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 255 Est. Cost $125.49 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 100 Est. Cost $330.00 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $37.51 Unrealized -19.9%
HSY HERSHEY CO 0.0%
Value ($000) $35 Shares 150 Est. Cost $130.18 Unrealized +62.9%
BIDU BAIDU INC 0.0%
Value ($000) $34 Shares 300 Est. Cost $131.29 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $32 Shares 301 Est. Cost $117.98 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $32 Shares 350 Est. Cost $86.86 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 152 Est. Cost $184.21 Unrealized
MNSB MAINSTREET BANCSHARES INC 0.0%
Value ($000) $29 Shares 1,050 Est. Cost $22.91 Unrealized +10.0%
ABT ABBOTT LABS 0.0%
Value ($000) $29 Shares 261 Est. Cost $115.36 Unrealized -15.4%
RIO RIO TINTO PLC 0.0%
Value ($000) $28 Shares 400 Est. Cost $50.34 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 206 Est. Cost $92.23 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 133 Est. Cost $171.55 Unrealized +23.0%
IWS ISHARES TR 0.0%
Value ($000) $27 Shares 260 Est. Cost $88.46 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $27 Shares 533 Est. Cost $75.52 Unrealized -34.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 355 Est. Cost $69.98 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $26 Shares 750 Est. Cost $48.04 Unrealized -28.9%
EWJ ISHARES INC 0.0%
Value ($000) $26 Shares 475 Est. Cost $56.84 Unrealized
VIRACTA THERAPEUTICS INC 0.0%
Value ($000) $26 Shares 17,500 Est. Cost $7.65 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $26 Shares 300 Est. Cost $53.86 Unrealized +42.6%
ICF ISHARES TR 0.0%
Value ($000) $25 Shares 458 Est. Cost $82.25 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $25 Shares 542 Est. Cost $36.16 Unrealized -3.1%
DGRO ISHARES TR 0.0%
Value ($000) $25 Shares 490 Est. Cost $38.99 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $23 Shares 128 Est. Cost $153.64 Unrealized +4.7%
KR KROGER CO 0.0%
Value ($000) $23 Shares 515 Est. Cost $42.86 Unrealized 0.0%
SPRO SPERO THERAPEUTICS INC 0.0%
Value ($000) $23 Shares 13,100 Est. Cost $12.90 Unrealized -85.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $22 Shares 704 Est. Cost $21.59 Unrealized +27.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $22 Shares 276 Est. Cost $62.53 Unrealized +11.5%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 221 Est. Cost $77.88 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $13.83 Unrealized +35.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $21 Shares 304 Est. Cost $27.47 Unrealized -9.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $20 Shares 500 Est. Cost $88.81 Unrealized -40.3%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 70 Est. Cost $200.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $20 Shares 45 Est. Cost $442.80 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $20 Shares 452 Est. Cost $59.73 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $20 Shares 525 Est. Cost $37.90 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 93 Est. Cost $254.76 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $18 Shares 303 Est. Cost $24.93 Unrealized +88.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $18 Shares 118 Est. Cost $139.62 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $18 Shares 303 Est. Cost $76.16 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $137.22 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 214 Est. Cost $60.20 Unrealized
LINDE PLC 0.0%
Value ($000) $16 Shares 49 Est. Cost $199.54 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $133.86 Unrealized -14.5%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $16 Shares 90 Est. Cost $155.01 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $30.29 Unrealized +59.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $15 Shares 118 Est. Cost $114.19 Unrealized -0.1%
MMM 3M CO 0.0%
Value ($000) $15 Shares 126 Est. Cost $110.63 Unrealized -18.0%
IYW ISHARES TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $126.74 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $15 Shares 215 Est. Cost $111.63 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $15 Shares 150 Est. Cost $80.00 Unrealized
PARTNERS BANCORP 0.0%
Value ($000) $14 Shares 1,621 Est. Cost $9.31 Unrealized
FFIV F5 INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $138.28 Unrealized +5.9%
EUFN ISHARES TR 0.0%
Value ($000) $14 Shares 800 Est. Cost $18.75 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $14 Shares 41 Est. Cost $409.39 Unrealized -14.2%
KAMAN CORP 0.0%
Value ($000) $14 Shares 617 Est. Cost $59.32 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $14 Shares 40 Est. Cost $276.90 Unrealized +16.1%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $14 Shares 169 Est. Cost $70.22 Unrealized +5.3%
INTU INTUIT 0.0%
Value ($000) $13 Shares 34 Est. Cost $305.39 Unrealized +27.3%
89BIO INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $16.20 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $13 Shares 308 Est. Cost $40.85 Unrealized -0.0%
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 97 Est. Cost $120.60 Unrealized
LONGBOARD PHARMACEUTICALS IN 0.0%
Value ($000) $11 Shares 3,500 Est. Cost $3.26 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $11 Shares 81 Est. Cost $76.81 Unrealized +4.5%
XME SPDR SER TR 0.0%
Value ($000) $11 Shares 226 Est. Cost $61.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $11 Shares 20 Est. Cost $281.62 Unrealized +86.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 78 Est. Cost $140.84 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $190.77 Unrealized +75.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $10 Shares 93 Est. Cost $84.81 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $9 Shares 113 Est. Cost $72.93 Unrealized 0.0%
GTLS CHART INDS INC 0.0%
Value ($000) $9 Shares 82 Est. Cost $96.56 Unrealized +66.4%
FLS FLOWSERVE CORP 0.0%
Value ($000) $9 Shares 300 Est. Cost $41.05 Unrealized -33.1%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $9 Shares 230 Est. Cost $40.79 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $9 Shares 128 Est. Cost $54.69 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 220 Est. Cost $35.01 Unrealized -12.1%
BX BLACKSTONE INC 0.0%
Value ($000) $9 Shares 116 Est. Cost $49.84 Unrealized +57.8%
SG SWEETGREEN INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $27.47 Unrealized -46.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $9 Shares 389 Est. Cost $23.14 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $9 Shares 25 Est. Cost $215.83 Unrealized +46.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $8 Shares 50 Est. Cost $143.10 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $8 Shares 795 Est. Cost $5.03 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $8 Shares 1,750 Est. Cost $6.97 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.58 Unrealized -17.4%
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 201 Est. Cost $92.78 Unrealized -43.7%
DE DEERE & CO 0.0%
Value ($000) $8 Shares 19 Est. Cost $150.97 Unrealized +157.5%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $8 Shares 168 Est. Cost $19.23 Unrealized +128.4%
BBY BEST BUY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.23 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $8 Shares 38 Est. Cost $145.81 Unrealized +30.4%
NTNX NUTANIX INC 0.0%
Value ($000) $8 Shares 296 Est. Cost $18.24 Unrealized +49.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $7 Shares 5 Est. Cost $734.27 Unrealized +82.3%
ZTS ZOETIS INC 0.0%
Value ($000) $7 Shares 47 Est. Cost $114.57 Unrealized +25.0%
DCP MIDSTREAM LP 0.0%
Value ($000) $7 Shares 169 Est. Cost $38.79 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 147 Est. Cost $47.62 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $6 Shares 17 Est. Cost $367.20 Unrealized 0.0%
CREATIVE REALITIES INC 0.0%
Value ($000) $6 Shares 10,623 Est. Cost $0.85 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $6 Shares 1,277 Est. Cost $4.71 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $140.54 Unrealized +96.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $6 Shares 43 Est. Cost $93.02 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 170 Est. Cost $35.29 Unrealized
MET METLIFE INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $38.02 Unrealized +71.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $214.77 Unrealized +13.5%
FIVE FIVE BELOW INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $131.31 Unrealized +19.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 38 Est. Cost $123.53 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.51 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $21.90 Unrealized 0.0%
GDDY GODADDY INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $75.29 Unrealized -0.4%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 62 Est. Cost $77.91 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $502.76 Unrealized +0.2%
LAND GLADSTONE LD CORP 0.0%
Value ($000) $4 Shares 240 Est. Cost $16.67 Unrealized
T AT&T INC 0.0%
Value ($000) $4 Shares 236 Est. Cost $16.57 Unrealized -8.8%
GDX VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.66 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $4 Shares 340 Est. Cost $11.76 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 90 Est. Cost $55.56 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 73 Est. Cost $50.83 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $189.60 Unrealized -24.0%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.09 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.07 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $4 Shares 117 Est. Cost $27.66 Unrealized +5.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.30 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $225.54 Unrealized -16.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $227.40 Unrealized +3.2%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 757 Est. Cost $4.96 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $251.31 Unrealized -77.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $3 Shares 10 Est. Cost $427.85 Unrealized -25.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $250.71 Unrealized +16.4%
NKTX NKARTA INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $13.12 Unrealized -23.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $281.88 Unrealized +12.9%
SPROTT FOCUS TR INC 0.0%
Value ($000) $3 Shares 350 Est. Cost $7.82 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $3 Shares 72 Est. Cost $55.61 Unrealized -12.5%
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $10.83 Unrealized -82.4%
CI CIGNA CORP NEW 0.0%
Value ($000) $3 Shares 8 Est. Cost $264.78 Unrealized +12.9%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $3 Shares 150 Est. Cost $58.70 Unrealized -62.1%
WSO WATSCO INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $168.85 Unrealized +55.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $2 Shares 28 Est. Cost $89.37 Unrealized -8.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 92 Est. Cost $30.74 Unrealized -11.0%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $48.08 Unrealized -1.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.31 Unrealized +4.8%
IUSG ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $111.11 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $27.42 Unrealized +5.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $193.55 Unrealized +12.7%
UNILEVER PLC 0.0%
Value ($000) $2 Shares 42 Est. Cost $60.46 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.14 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 175 Est. Cost $19.17 Unrealized -2.0%
OMER OMEROS CORP 0.0%
Value ($000) $2 Shares 750 Est. Cost $4.64 Unrealized -40.5%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $2 Shares 12 Est. Cost $74.55 Unrealized +75.2%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $22.06 Unrealized -60.8%
NBIS YANDEX N V 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $1 Shares 62 Est. Cost $12.78 Unrealized +17.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $96.20 Unrealized +11.2%
NORDSTROM INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $38.46 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.06 Unrealized +19.6%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.10 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.63 Unrealized +7.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.15 Unrealized -5.4%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $91.48 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.50 Unrealized -0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $153.83 Unrealized -18.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $46.80 Unrealized -30.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.23 Unrealized -15.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.76 Unrealized +22.2%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.51 Unrealized +25.0%
CLBK COLUMBIA FINL INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.59 Unrealized -0.5%
VVX V2X INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.74 Unrealized +14.1%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.33 Unrealized -32.1%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.33 Unrealized -12.2%
VST VISTRA CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $22.84 Unrealized -3.7%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 28 Est. Cost $47.19 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $1 Shares 67 Est. Cost $11.65 Unrealized -5.0%
UNIVAR SOLUTIONS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $147.16 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.95 Unrealized -6.6%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.96 Unrealized -1.6%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $34.38 Unrealized +26.9%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $119.22 Unrealized -4.8%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $2.69 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $220.00 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.44 Unrealized +7.8%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 175 Est. Cost $2.31 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.71 Unrealized +9.1%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $16.01 Unrealized -38.4%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $0.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.49 Unrealized +15.6%
GALMED PHARMACEUTICALS LTD 0.0%
Value ($000) $0 Shares 500 Est. Cost $4.00 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $19.17 Unrealized -48.9%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 64 Est. Cost $31.25 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $303.09 Unrealized -31.6%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.77 Unrealized +0.6%
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $27.81 Unrealized -81.5%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.05 Unrealized -29.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VALE VALE S A 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.89 Unrealized
CLDX CELLDEX THERAPEUTICS INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.43 Unrealized +705.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.43 Unrealized -72.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.08 Unrealized -1.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $231.95 Unrealized -88.4%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.76 Unrealized -70.7%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 29 Est. Cost Unrealized
ZIVO BIOSCIENCE INC 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.90 Unrealized +39.3%
PSO PEARSON PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ALPINE 4 HOLDINGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
MBOT MICROBOT MED INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.46 Unrealized -50.9%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BROOKFIELD REINS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.00 Unrealized