ROVIN CAPITAL /UT/ /ADV Diversified Active

CIK: 0001059057 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 29, 2025

Total Value ($000): $339

Holdings (200)

IEMG ISHARES INC 6.7%
Value ($000) $23 Shares 379,915 Est. Cost $0.28 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 5.9%
Value ($000) $20 Shares 631,697 Est. Cost $0.03 Unrealized
SCHG SCHWAB STRATEGIC TR 5.6%
Value ($000) $19 Shares 654,286 Est. Cost $6.86 Unrealized
DVA DAVITA INC 5.1%
Value ($000) $17 Shares 120,562 Est. Cost $157.11 Unrealized -12.6%
QQQM INVESCO EXCH TRADED FD TR II 3.7%
Value ($000) $13 Shares 55,177 Est. Cost $0.20 Unrealized
IEFA ISHARES TR 3.0%
Value ($000) $10 Shares 119,978 Est. Cost $0.08 Unrealized
XLK SELECT SECTOR SPDR TR 2.7%
Value ($000) $9 Shares 36,546 Est. Cost $85.18 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.3%
Value ($000) $8 Shares 38,333 Est. Cost $85.95 Unrealized
JNK SPDR SERIES TRUST 2.2%
Value ($000) $7 Shares 76,692 Est. Cost $0.62 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $7 Shares 34,429 Est. Cost $160.80 Unrealized +40.3%
QQQ INVESCO QQQ TR 2.0%
Value ($000) $7 Shares 12,184 Est. Cost $269.40 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $6 Shares 283,528 Est. Cost $0.02 Unrealized
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $6 Shares 226,591 Est. Cost $6.04 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $5 Shares 220,261 Est. Cost $0.02 Unrealized
EFA ISHARES TR 1.5%
Value ($000) $5 Shares 56,321 Est. Cost $0.08 Unrealized
PSTP INNOVATOR ETFS TRUST 1.4%
Value ($000) $5 Shares 138,506 Est. Cost $0.03 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.3%
Value ($000) $4 Shares 89,885 Est. Cost $0.05 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $4 Shares 199,085 Est. Cost $0.02 Unrealized
VOE VANGUARD INDEX FDS 1.2%
Value ($000) $4 Shares 24,502 Est. Cost $84.99 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4 Shares 7,603 Est. Cost $371.41 Unrealized +37.0%
BSTP INNOVATOR ETFS TRUST 1.1%
Value ($000) $4 Shares 104,092 Est. Cost $0.03 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $3 Shares 177,601 Est. Cost $0.02 Unrealized
LQD ISHARES TR 1.0%
Value ($000) $3 Shares 31,226 Est. Cost $3.96 Unrealized
IMCG ISHARES TR 1.0%
Value ($000) $3 Shares 42,409 Est. Cost $40.58 Unrealized
PFRL PGIM ETF TR 1.0%
Value ($000) $3 Shares 67,814 Est. Cost $0.05 Unrealized
EMB ISHARES TR 1.0%
Value ($000) $3 Shares 35,122 Est. Cost $3.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $3 Shares 5,037 Est. Cost $327.76 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3 Shares 19,188 Est. Cost $118.82 Unrealized +46.7%
IUSV ISHARES TR 0.9%
Value ($000) $3 Shares 29,568 Est. Cost $0.10 Unrealized
BALT INNOVATOR ETFS TRUST 0.8%
Value ($000) $3 Shares 86,736 Est. Cost $12.87 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $3 Shares 47,563 Est. Cost $24.64 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $3 Shares 131,570 Est. Cost $0.02 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $3 Shares 50,835 Est. Cost $22.30 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2 Shares 132,407 Est. Cost $0.02 Unrealized
BIL SPDR SERIES TRUST 0.7%
Value ($000) $2 Shares 25,472 Est. Cost $2.78 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $2 Shares 21,443 Est. Cost $51.77 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $2 Shares 111,226 Est. Cost $0.02 Unrealized
SLNZ TCW ETF TRUST 0.7%
Value ($000) $2 Shares 48,083 Est. Cost $0.05 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $2 Shares 92,386 Est. Cost $22.05 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $2 Shares 10,197 Est. Cost $158.41 Unrealized +42.9%
BUFG FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2 Shares 82,367 Est. Cost $0.02 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2 Shares 11,616 Est. Cost $131.78 Unrealized +58.8%
TLT ISHARES TR 0.6%
Value ($000) $2 Shares 21,691 Est. Cost $0.09 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2 Shares 32,514 Est. Cost $0.06 Unrealized
ANGL VANECK ETF TRUST 0.6%
Value ($000) $2 Shares 65,226 Est. Cost $14.77 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $2 Shares 8,336 Est. Cost $128.30 Unrealized
ACWX ISHARES TR 0.5%
Value ($000) $2 Shares 26,203 Est. Cost $0.05 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $2 Shares 15,921 Est. Cost $4.68 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $2 Shares 5,615 Est. Cost $158.36 Unrealized +93.1%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2 Shares 10,467 Est. Cost $84.47 Unrealized
SHYL DBX ETF TR 0.4%
Value ($000) $2 Shares 33,492 Est. Cost $0.04 Unrealized
TECL DIREXION SHS ETF TR 0.4%
Value ($000) $1 Shares 15,710 Est. Cost $0.05 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1 Shares 52,720 Est. Cost $0.03 Unrealized
FLXR TCW ETF TRUST 0.4%
Value ($000) $1 Shares 36,372 Est. Cost $0.04 Unrealized
HYDB ISHARES TR 0.4%
Value ($000) $1 Shares 29,291 Est. Cost $29.99 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $1 Shares 9,804 Est. Cost $0.11 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $1 Shares 21,163 Est. Cost $27.35 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.4%
Value ($000) $1 Shares 59,912 Est. Cost $13.14 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1 Shares 2,267 Est. Cost $0.35 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1 Shares 10,291 Est. Cost $0.12 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $1 Shares 3,508 Est. Cost $0.21 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $1 Shares 14,300 Est. Cost $0.08 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $1 Shares 21,478 Est. Cost $0.05 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1 Shares 8,074 Est. Cost $103.66 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1 Shares 35,804 Est. Cost $0.03 Unrealized
PHYL PGIM ETF TR 0.3%
Value ($000) $1 Shares 29,875 Est. Cost $22.74 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1 Shares 1,420 Est. Cost $508.39 Unrealized +46.2%
TSLA TESLA INC 0.3%
Value ($000) $1 Shares 3,276 Est. Cost $269.93 Unrealized +28.5%
FAS DIREXION SHS ETF TR 0.3%
Value ($000) $1 Shares 6,033 Est. Cost $35.08 Unrealized
BOND PIMCO ETF TR 0.3%
Value ($000) $1 Shares 10,800 Est. Cost $0.09 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1 Shares 2,855 Est. Cost $265.90 Unrealized +32.1%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1 Shares 22,281 Est. Cost $0.04 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1 Shares 3,277 Est. Cost $111.45 Unrealized +165.5%
CLOI VANECK ETF TRUST 0.3%
Value ($000) $1 Shares 16,913 Est. Cost $0.05 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1 Shares 34,468 Est. Cost $0.02 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $1 Shares 7,716 Est. Cost $0.10 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1 Shares 12,457 Est. Cost $0.06 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1 Shares 3,521 Est. Cost $211.47 Unrealized +5.5%
ACIO ETF SER SOLUTIONS 0.2%
Value ($000) $1 Shares 17,988 Est. Cost $23.74 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1 Shares 5,805 Est. Cost $99.64 Unrealized +17.4%
RTX RTX CORPORATION 0.2%
Value ($000) $1 Shares 4,689 Est. Cost $78.33 Unrealized +97.0%
USB US BANCORP DEL 0.2%
Value ($000) $1 Shares 14,963 Est. Cost $34.84 Unrealized +33.1%
BSJT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 31,423 Est. Cost $0.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1 Shares 6,540 Est. Cost $117.41 Unrealized -24.9%
PFE PFIZER INC 0.2%
Value ($000) $1 Shares 26,662 Est. Cost $28.32 Unrealized -14.7%
IQLT ISHARES TR 0.2%
Value ($000) $1 Shares 14,942 Est. Cost $29.60 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1 Shares 1,667 Est. Cost $483.86 Unrealized -25.9%
BA BOEING CO 0.2%
Value ($000) $1 Shares 3,050 Est. Cost $171.50 Unrealized +31.5%
HEFA ISHARES TR 0.2%
Value ($000) $1 Shares 15,956 Est. Cost $0.03 Unrealized
NMAX NEWSMAX INC 0.2%
Value ($000) $1 Shares 39,975 Est. Cost $26.20 Unrealized -48.5%
CRM SALESFORCE INC 0.2%
Value ($000) $1 Shares 2,206 Est. Cost $259.06 Unrealized -2.9%
NKE NIKE INC 0.2%
Value ($000) $1 Shares 8,435 Est. Cost $92.39 Unrealized -20.1%
ALLE ALLEGION PLC 0.2%
Value ($000) $1 Shares 4,141 Est. Cost $107.42 Unrealized +53.7%
GOOG ALPHABET INC 0.2%
Value ($000) $1 Shares 3,330 Est. Cost $172.48 Unrealized +21.7%
IJT ISHARES TR 0.2%
Value ($000) $1 Shares 4,364 Est. Cost $0.13 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $1 Shares 11,406 Est. Cost $0.05 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $1 Shares 4,322 Est. Cost $79.30 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1 Shares 12,795 Est. Cost $0.05 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $1 Shares 6,267 Est. Cost $63.38 Unrealized +42.9%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $1 Shares 2,438 Est. Cost $226.48 Unrealized -14.6%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $1 Shares 6,122 Est. Cost $0.09 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $1 Shares 2,740 Est. Cost $212.63 Unrealized -6.7%
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 4,085 Est. Cost $142.76 Unrealized -1.6%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1 Shares 6,643 Est. Cost $110.85 Unrealized -20.2%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 4,500 Est. Cost $119.13 Unrealized +1.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1 Shares 1,659 Est. Cost $431.74 Unrealized -30.8%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $1 Shares 2,143 Est. Cost $250.72 Unrealized +5.5%
HSCZ ISHARES TR 0.2%
Value ($000) $1 Shares 14,448 Est. Cost $0.03 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $1 Shares 6,949 Est. Cost $81.44 Unrealized -16.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $1 Shares 6,799 Est. Cost $84.56 Unrealized -11.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 508 Est. Cost $901.15 Unrealized +6.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 5,445 Est. Cost $57.92 Unrealized +63.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $0 Shares 873 Est. Cost $381.91 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $0 Shares 5,497 Est. Cost $111.64 Unrealized -2.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $0 Shares 5,405 Est. Cost $116.37 Unrealized -15.3%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $0 Shares 656 Est. Cost $625.10 Unrealized +29.3%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 12,288 Est. Cost $0.03 Unrealized
SMOT VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 13,709 Est. Cost $0.03 Unrealized
V VISA INC 0.1%
Value ($000) $0 Shares 1,304 Est. Cost $311.65 Unrealized +10.7%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $0 Shares 9,120 Est. Cost $0.05 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $0 Shares 6,180 Est. Cost $47.59 Unrealized +51.6%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 9,100 Est. Cost $0.05 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 7,811 Est. Cost $38.14 Unrealized +61.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $0 Shares 1,669 Est. Cost $153.80 Unrealized +50.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 5,240 Est. Cost $35.75 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $0 Shares 1,536 Est. Cost $219.33 Unrealized +28.3%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 5,028 Est. Cost $43.64 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $0 Shares 9,526 Est. Cost $43.27 Unrealized +5.2%
IEX IDEX CORP 0.1%
Value ($000) $0 Shares 2,499 Est. Cost $175.50 Unrealized -4.2%
CCL CARNIVAL CORP 0.1%
Value ($000) $0 Shares 15,612 Est. Cost $21.40 Unrealized +41.1%
BSJU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $0 Shares 16,810 Est. Cost $0.03 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $0 Shares 1,967 Est. Cost $268.15 Unrealized -9.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $0 Shares 2,640 Est. Cost $177.55 Unrealized -11.3%
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 1,524 Est. Cost $295.68 Unrealized -3.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 2,309 Est. Cost $157.45 Unrealized +14.8%
NYLI MACKAY DEFINEDTERM MUNI 0.1%
Value ($000) $0 Shares 28,455 Est. Cost $0.02 Unrealized
LTL PROSHARES TR 0.1%
Value ($000) $0 Shares 4,180 Est. Cost $0.07 Unrealized
BSJV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $0 Shares 14,679 Est. Cost $0.03 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $0 Shares 1,256 Est. Cost $242.01 Unrealized +25.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $0 Shares 5,438 Est. Cost $70.04 Unrealized -4.5%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 9,049 Est. Cost $0.04 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $0 Shares 3,525 Est. Cost $0.11 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 9,122 Est. Cost $26.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $0 Shares 764 Est. Cost $349.64 Unrealized +38.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 2,584 Est. Cost $135.67 Unrealized +12.2%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $0 Shares 6,479 Est. Cost $0.05 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 5,284 Est. Cost $60.12 Unrealized +12.1%
NFLX NETFLIX INC 0.1%
Value ($000) $0 Shares 272 Est. Cost $97.15 Unrealized +25.6%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 5,114 Est. Cost $65.11 Unrealized +4.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 778 Est. Cost $410.88 Unrealized +9.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,696 Est. Cost $190.64 Unrealized +1.4%
HSY HERSHEY CO 0.1%
Value ($000) $0 Shares 1,857 Est. Cost $179.65 Unrealized 0.0%
COR CENCORA INC 0.1%
Value ($000) $0 Shares 1,143 Est. Cost $169.11 Unrealized +73.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $0 Shares 675 Est. Cost $477.89 Unrealized +17.9%
MAS MASCO CORP 0.1%
Value ($000) $0 Shares 4,780 Est. Cost $69.90 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $0 Shares 1,078 Est. Cost $278.70 Unrealized +23.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 820 Est. Cost $540.13 Unrealized -14.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $0 Shares 643 Est. Cost $483.20 Unrealized +17.0%
WANT DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 7,866 Est. Cost $0.04 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $0 Shares 1,511 Est. Cost $0.18 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $0 Shares 4,119 Est. Cost $101.26 Unrealized -20.0%
DUSL DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 4,768 Est. Cost $0.06 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 2,347 Est. Cost $91.15 Unrealized +62.2%
EJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 9,675 Est. Cost $20.50 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 397 Est. Cost $773.44 Unrealized -4.0%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 3,151 Est. Cost $73.85 Unrealized +34.4%
BLK BLACKROCK INC 0.1%
Value ($000) $0 Shares 289 Est. Cost $933.09 Unrealized +18.8%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $142.17 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 4,492 Est. Cost $60.23 Unrealized +5.3%
QQMG INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 7,272 Est. Cost $0.04 Unrealized
UCC PROSHARES TR 0.1%
Value ($000) $0 Shares 6,625 Est. Cost $0.04 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $0 Shares 2,287 Est. Cost $168.96 Unrealized -16.8%
EFO PROSHARES TR 0.1%
Value ($000) $0 Shares 5,244 Est. Cost $0.04 Unrealized
KVUE KENVUE INC 0.1%
Value ($000) $0 Shares 14,051 Est. Cost $21.38 Unrealized -6.2%
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 1,335 Est. Cost $160.80 Unrealized +58.1%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $0 Shares 1,461 Est. Cost $206.18 Unrealized +2.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $0 Shares 976 Est. Cost $253.82 Unrealized +2.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 484 Est. Cost $518.00 Unrealized +10.7%
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 1,133 Est. Cost $201.95 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 3,254 Est. Cost $66.67 Unrealized +20.7%
RH RH 0.1%
Value ($000) $0 Shares 1,360 Est. Cost $185.72 Unrealized +17.0%
ITOT ISHARES TR 0.1%
Value ($000) $0 Shares 1,898 Est. Cost $0.13 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $0 Shares 666 Est. Cost $395.92 Unrealized -1.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 618 Est. Cost $330.84 Unrealized +28.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $0 Shares 5,418 Est. Cost $39.58 Unrealized +7.3%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $0 Shares 4,668 Est. Cost $45.56 Unrealized +24.7%
DOW DOW INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $24.31 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $0 Shares 844 Est. Cost $244.86 Unrealized +8.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 1,231 Est. Cost $162.07 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 1,972 Est. Cost $109.70 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $0 Shares 725 Est. Cost $272.69 Unrealized 0.0%
CURE DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 2,700 Est. Cost $0.11 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $0 Shares 1,925 Est. Cost $66.59 Unrealized +68.6%
IWF ISHARES TR 0.1%
Value ($000) $0 Shares 444 Est. Cost $0.47 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 1,355 Est. Cost $150.84 Unrealized +12.4%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $0 Shares 8,860 Est. Cost $0.02 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 17,700 Est. Cost $4.23 Unrealized +130.8%
CMPX COMPASS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 13,495 Est. Cost $1.25 Unrealized +153.4%
GERN GERON CORP 0.0%
Value ($000) $0 Shares 17,270 Est. Cost $4.43 Unrealized -69.9%
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value ($000) $0 Shares 20,620 Est. Cost $0.98 Unrealized +14.0%