PACIFIC CAPITAL WEALTH ADVISORS, INC Diversified Active

CIK: 0001803523 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 22, 2025

Total Value ($000): $598,889 (100.0% shares, 0.0% debt)

Holdings (400)

SPY SPDR S&P 500 ETF TR 27.1%
Value ($000) $162,092 Shares 276,570 Est. Cost $420.17 Unrealized
BND VANGUARD BD INDEX FDS 11.6%
Value ($000) $69,740 Shares 969,817 Est. Cost $74.66 Unrealized
IEFA ISHARES TR 7.3%
Value ($000) $43,818 Shares 623,479 Est. Cost $66.93 Unrealized
QQQ INVESCO QQQ TR 6.1%
Value ($000) $36,395 Shares 71,190 Est. Cost $373.33 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 4.9%
Value ($000) $29,338 Shares 365,491 Est. Cost $83.67 Unrealized
VYM VANGUARD WHITEHALL FDS 4.7%
Value ($000) $28,125 Shares 220,432 Est. Cost $107.48 Unrealized
BIL SPDR SER TR 4.1%
Value ($000) $24,494 Shares 267,901 Est. Cost $91.78 Unrealized
VNQ VANGUARD INDEX FDS 4.0%
Value ($000) $23,872 Shares 267,986 Est. Cost $92.14 Unrealized
VTI VANGUARD INDEX FDS 3.0%
Value ($000) $18,067 Shares 62,340 Est. Cost $224.45 Unrealized
SCHD SCHWAB STRATEGIC TR 2.5%
Value ($000) $14,697 Shares 537,976 Est. Cost $40.36 Unrealized
BIV VANGUARD BD INDEX FDS 2.3%
Value ($000) $13,954 Shares 186,728 Est. Cost $74.81 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $9,550 Shares 38,135 Est. Cost $136.90 Unrealized +71.3%
MSTR MICROSTRATEGY INC 1.4%
Value ($000) $8,318 Shares 28,721 Est. Cost $180.36 Unrealized +66.8%
SCHX SCHWAB STRATEGIC TR 1.4%
Value ($000) $8,101 Shares 349,498 Est. Cost $38.33 Unrealized
IBB ISHARES TR 1.2%
Value ($000) $6,908 Shares 52,248 Est. Cost $122.54 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $6,502 Shares 82,714 Est. Cost $70.75 Unrealized
IWB ISHARES TR 1.0%
Value ($000) $6,196 Shares 19,234 Est. Cost $210.52 Unrealized
SCHP SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,463 Shares 211,495 Est. Cost $49.06 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,236 Shares 283,052 Est. Cost $25.90 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $5,084 Shares 52,469 Est. Cost $108.70 Unrealized
IAU ISHARES GOLD TR 0.8%
Value ($000) $5,046 Shares 101,918 Est. Cost $38.86 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $4,410 Shares 19,957 Est. Cost $180.61 Unrealized
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $4,159 Shares 54,683 Est. Cost $44.08 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $3,059 Shares 7,618 Est. Cost $196.98 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,653 Shares 6,295 Est. Cost $218.72 Unrealized +93.1%
SCHH SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,618 Shares 124,294 Est. Cost $19.42 Unrealized
SPSB SPDR SER TR 0.4%
Value ($000) $2,531 Shares 84,750 Est. Cost $29.86 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,444 Shares 13,950 Est. Cost $141.84 Unrealized
CALF PACER FDS TR 0.4%
Value ($000) $2,374 Shares 53,954 Est. Cost $46.51 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,829 Shares 12,627 Est. Cost $93.98 Unrealized +54.8%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,741 Shares 3,232 Est. Cost $527.91 Unrealized
CMF ISHARES TR 0.3%
Value ($000) $1,616 Shares 28,213 Est. Cost $61.23 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,610 Shares 1,758 Est. Cost $298.20 Unrealized +209.4%
TSLA TESLA INC 0.3%
Value ($000) $1,540 Shares 3,813 Est. Cost $177.70 Unrealized +81.1%
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,500 Shares 25,865 Est. Cost $58.23 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $1,461 Shares 29,783 Est. Cost $56.46 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,411 Shares 62,170 Est. Cost $42.20 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,391 Shares 6,339 Est. Cost $135.19 Unrealized +51.3%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,309 Shares 50,201 Est. Cost $38.97 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $983 Shares 17,157 Est. Cost $48.29 Unrealized
V VISA INC 0.2%
Value ($000) $979 Shares 3,097 Est. Cost $192.52 Unrealized +55.0%
ITOT ISHARES TR 0.2%
Value ($000) $946 Shares 7,354 Est. Cost $78.04 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $873 Shares 6,498 Est. Cost $100.37 Unrealized +37.3%
META META PLATFORMS INC 0.1%
Value ($000) $855 Shares 1,461 Est. Cost $251.60 Unrealized +132.4%
SCHI SCHWAB STRATEGIC TR 0.1%
Value ($000) $803 Shares 36,385 Est. Cost $33.49 Unrealized
RUN SUNRUN INC 0.1%
Value ($000) $747 Shares 80,732 Est. Cost $18.13 Unrealized -31.5%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $608 Shares 25,266 Est. Cost $24.06 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $601 Shares 11,340 Est. Cost $50.84 Unrealized +5.2%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $567 Shares 24,996 Est. Cost $34.39 Unrealized
WMT WALMART INC 0.1%
Value ($000) $490 Shares 5,418 Est. Cost $53.25 Unrealized +61.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $454 Shares 588 Est. Cost $594.98 Unrealized +38.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $450 Shares 2,443 Est. Cost $112.13 Unrealized +54.7%
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $445 Shares 10,376 Est. Cost $42.10 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $411 Shares 2,987 Est. Cost $142.88 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $410 Shares 5,423 Est. Cost $75.55 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $395 Shares 1,332 Est. Cost $162.14 Unrealized +74.9%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $392 Shares 3,148 Est. Cost $108.00 Unrealized +21.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $362 Shares 1,914 Est. Cost $154.49 Unrealized +12.7%
STRV EA SERIES TRUST 0.1%
Value ($000) $350 Shares 9,258 Est. Cost $32.08 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $337 Shares 1,220 Est. Cost $173.80 Unrealized +61.9%
TIP ISHARES TR 0.1%
Value ($000) $324 Shares 3,038 Est. Cost $106.86 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $308 Shares 345 Est. Cost $62.46 Unrealized +31.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $305 Shares 1,349 Est. Cost $147.87 Unrealized +37.7%
DVY ISHARES TR 0.0%
Value ($000) $290 Shares 2,209 Est. Cost $120.98 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $284 Shares 540 Est. Cost $408.31 Unrealized +26.1%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $282 Shares 6,933 Est. Cost $40.67 Unrealized
PACS PACS GROUP INC 0.0%
Value ($000) $270 Shares 20,560 Est. Cost $27.23 Unrealized -5.8%
CWB SPDR SER TR 0.0%
Value ($000) $267 Shares 3,434 Est. Cost $55.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $264 Shares 582 Est. Cost $399.30 Unrealized +15.6%
SAP SAP SE 0.0%
Value ($000) $263 Shares 1,067 Est. Cost $157.64 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $262 Shares 2,099 Est. Cost $118.50 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $233 Shares 2,014 Est. Cost $75.83 Unrealized +56.0%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $102.72 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $224 Shares 772 Est. Cost $245.25 Unrealized +18.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $223 Shares 3,790 Est. Cost $55.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $222 Shares 1,008 Est. Cost $145.01 Unrealized +49.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $211 Shares 3,500 Est. Cost $61.63 Unrealized -2.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $209 Shares 508 Est. Cost $318.15 Unrealized
PNTG PENNANT GROUP INC 0.0%
Value ($000) $201 Shares 7,575 Est. Cost $16.84 Unrealized +87.2%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $200 Shares 8,439 Est. Cost $36.51 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $199 Shares 2,111 Est. Cost $76.28 Unrealized +22.4%
IVV ISHARES TR 0.0%
Value ($000) $183 Shares 311 Est. Cost $477.63 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $180 Shares 691 Est. Cost $258.23 Unrealized +10.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $179 Shares 2,085 Est. Cost $90.41 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $178 Shares 2,003 Est. Cost $112.98 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $171 Shares 5,154 Est. Cost $33.21 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $171 Shares 713 Est. Cost $174.58 Unrealized +30.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $171 Shares 300 Est. Cost $535.08 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $166 Shares 872 Est. Cost $159.65 Unrealized +10.0%
KRE SPDR SER TR 0.0%
Value ($000) $161 Shares 2,672 Est. Cost $49.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $160 Shares 815 Est. Cost $171.43 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $158 Shares 853 Est. Cost $166.35 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $158 Shares 2,245 Est. Cost $43.86 Unrealized +52.0%
INTU INTUIT 0.0%
Value ($000) $156 Shares 249 Est. Cost $546.00 Unrealized +16.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $156 Shares 3,542 Est. Cost $29.62 Unrealized +44.6%
AVGO BROADCOM INC 0.0%
Value ($000) $152 Shares 654 Est. Cost $156.42 Unrealized +16.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $146 Shares 1,370 Est. Cost $64.09 Unrealized +51.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $145 Shares 811 Est. Cost $107.59 Unrealized +58.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $134 Shares 1,719 Est. Cost $77.36 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $133 Shares 1,190 Est. Cost $86.90 Unrealized +19.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $132 Shares 450 Est. Cost $222.04 Unrealized +29.7%
IJR ISHARES TR 0.0%
Value ($000) $131 Shares 1,135 Est. Cost $107.59 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $128 Shares 976 Est. Cost $111.25 Unrealized +17.0%
ABT ABBOTT LABS 0.0%
Value ($000) $127 Shares 1,125 Est. Cost $96.07 Unrealized +18.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $127 Shares 1,007 Est. Cost $133.97 Unrealized -8.7%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $127 Shares 424 Est. Cost $242.81 Unrealized +30.1%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $125 Shares 3,982 Est. Cost $35.08 Unrealized
NKE NIKE INC 0.0%
Value ($000) $119 Shares 1,570 Est. Cost $102.99 Unrealized -25.7%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $115 Shares 5,400 Est. Cost $19.64 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $112 Shares 1,657 Est. Cost $67.95 Unrealized
BA BOEING CO 0.0%
Value ($000) $99 Shares 560 Est. Cost $213.59 Unrealized -26.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $98 Shares 497 Est. Cost $182.29 Unrealized
OIH VANECK ETF TRUST 0.0%
Value ($000) $96 Shares 355 Est. Cost $309.52 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $10.13 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $91 Shares 2,148 Est. Cost $29.41 Unrealized +33.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $91 Shares 187 Est. Cost $441.42 Unrealized +19.4%
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $90 Shares 1,418 Est. Cost $55.35 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $87 Shares 500 Est. Cost $113.75 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $83 Shares 496 Est. Cost $149.82 Unrealized +10.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $81 Shares 421 Est. Cost $130.73 Unrealized +45.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $77 Shares 1,714 Est. Cost $65.54 Unrealized -18.1%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $76 Shares 305 Est. Cost $207.88 Unrealized +29.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $75 Shares 620 Est. Cost $89.64 Unrealized +31.3%
CRM SALESFORCE INC 0.0%
Value ($000) $75 Shares 224 Est. Cost $262.13 Unrealized +20.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $74 Shares 626 Est. Cost $95.72 Unrealized +19.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $72 Shares 135 Est. Cost $336.70 Unrealized +56.3%
STIP ISHARES TR 0.0%
Value ($000) $70 Shares 696 Est. Cost $98.59 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $68 Shares 280 Est. Cost $191.17 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $67 Shares 815 Est. Cost $63.82 Unrealized +32.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $67 Shares 786 Est. Cost $60.74 Unrealized +38.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $66 Shares 390 Est. Cost $149.50 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $63 Shares 584 Est. Cost $107.74 Unrealized +4.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $63 Shares 280 Est. Cost $138.39 Unrealized +79.0%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $62 Shares 1,122 Est. Cost $61.53 Unrealized
STXV EA SERIES TRUST 0.0%
Value ($000) $60 Shares 2,050 Est. Cost $26.66 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $59 Shares 1,148 Est. Cost $51.70 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $58 Shares 400 Est. Cost $142.82 Unrealized +4.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $57 Shares 218 Est. Cost $238.18 Unrealized +18.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $57 Shares 404 Est. Cost $111.08 Unrealized +23.6%
PEP PEPSICO INC 0.0%
Value ($000) $55 Shares 359 Est. Cost $156.96 Unrealized -0.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $54 Shares 854 Est. Cost $59.53 Unrealized +7.6%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $54 Shares 10,750 Est. Cost $5.06 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $53 Shares 778 Est. Cost $52.95 Unrealized +40.5%
CMI CUMMINS INC 0.0%
Value ($000) $53 Shares 152 Est. Cost $216.82 Unrealized +58.4%
PCG PG&E CORP 0.0%
Value ($000) $53 Shares 2,610 Est. Cost $16.69 Unrealized +20.7%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $52 Shares 350 Est. Cost $135.47 Unrealized +14.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $52 Shares 103 Est. Cost $494.10 Unrealized +11.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $51 Shares 242 Est. Cost $181.26 Unrealized +19.6%
EMR EMERSON ELEC CO 0.0%
Value ($000) $50 Shares 404 Est. Cost $88.72 Unrealized +34.2%
SNA SNAP ON INC 0.0%
Value ($000) $49 Shares 144 Est. Cost $254.93 Unrealized +28.4%
BOND PIMCO ETF TR 0.0%
Value ($000) $48 Shares 536 Est. Cost $92.45 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $48 Shares 401 Est. Cost $147.63 Unrealized -2.5%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $48 Shares 439 Est. Cost $89.14 Unrealized
FFIV F5 INC 0.0%
Value ($000) $48 Shares 191 Est. Cost $163.14 Unrealized +46.5%
HD HOME DEPOT INC 0.0%
Value ($000) $48 Shares 123 Est. Cost $310.03 Unrealized +28.1%
GE GE AEROSPACE 0.0%
Value ($000) $46 Shares 274 Est. Cost $131.62 Unrealized +34.6%
ETN EATON CORP PLC 0.0%
Value ($000) $45 Shares 137 Est. Cost $296.57 Unrealized +17.0%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $45 Shares 900 Est. Cost $50.45 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 280 Est. Cost $147.33 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $45 Shares 765 Est. Cost $42.05 Unrealized +44.2%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $43 Shares 5,000 Est. Cost $17.19 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $42 Shares 542 Est. Cost $80.77 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $41 Shares 246 Est. Cost $121.58 Unrealized +44.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $41 Shares 78 Est. Cost $428.67 Unrealized +21.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $40 Shares 199 Est. Cost $162.45 Unrealized +30.0%
AOA ISHARES TR 0.0%
Value ($000) $40 Shares 524 Est. Cost $75.90 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $38 Shares 1,810 Est. Cost $35.87 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $38 Shares 85 Est. Cost $515.40 Unrealized -3.9%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $38 Shares 1,592 Est. Cost $17.70 Unrealized +41.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $38 Shares 666 Est. Cost $46.82 Unrealized +12.3%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 1,268 Est. Cost $42.52 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $37 Shares 373 Est. Cost $121.28 Unrealized -18.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $37 Shares 739 Est. Cost $57.57 Unrealized -14.5%
LOW LOWES COS INC 0.0%
Value ($000) $36 Shares 147 Est. Cost $200.62 Unrealized +30.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 389 Est. Cost $80.24 Unrealized +22.5%
JBL JABIL INC 0.0%
Value ($000) $36 Shares 250 Est. Cost $127.14 Unrealized +3.0%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $36 Shares 1,055 Est. Cost $44.61 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $35 Shares 50 Est. Cost $911.03 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $35 Shares 411 Est. Cost $118.69 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $34 Shares 183 Est. Cost $151.79 Unrealized +27.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $34 Shares 317 Est. Cost $85.50 Unrealized +27.2%
KO COCA COLA CO 0.0%
Value ($000) $34 Shares 546 Est. Cost $55.89 Unrealized +12.9%
TGT TARGET CORP 0.0%
Value ($000) $32 Shares 235 Est. Cost $119.24 Unrealized +14.6%
XAR SPDR SER TR 0.0%
Value ($000) $32 Shares 190 Est. Cost $157.34 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $31 Shares 597 Est. Cost $34.87 Unrealized +40.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $30 Shares 354 Est. Cost $133.31 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $30 Shares 48 Est. Cost $739.49 Unrealized -9.5%
HESS CORP 0.0%
Value ($000) $30 Shares 225 Est. Cost $145.90 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $29 Shares 327 Est. Cost $71.15 Unrealized +23.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $28 Shares 1,122 Est. Cost $15.34 Unrealized +52.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $28 Shares 120 Est. Cost $102.98 Unrealized +111.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $28 Shares 108 Est. Cost $211.47 Unrealized +26.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $27 Shares 407 Est. Cost $55.56 Unrealized +16.0%
KVUE KENVUE INC 0.0%
Value ($000) $27 Shares 1,283 Est. Cost $18.45 Unrealized +17.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $27 Shares 16 Est. Cost $1927.03 Unrealized +1.0%
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $27 Shares 1,099 Est. Cost $21.17 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $27 Shares 42 Est. Cost $519.48 Unrealized +26.1%
NOW SERVICENOW INC 0.0%
Value ($000) $27 Shares 25 Est. Cost $147.77 Unrealized +37.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $26 Shares 119 Est. Cost $163.18 Unrealized +36.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $26 Shares 74 Est. Cost $334.34 Unrealized +6.1%
KKR KKR & CO INC 0.0%
Value ($000) $25 Shares 167 Est. Cost $98.79 Unrealized +47.6%
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $25 Shares 650 Est. Cost $41.22 Unrealized
FISV FISERV INC 0.0%
Value ($000) $24 Shares 119 Est. Cost $151.60 Unrealized +34.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 221 Est. Cost $69.68 Unrealized +32.7%
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 343 Est. Cost $53.55 Unrealized +22.1%
EFIV SPDR SER TR 0.0%
Value ($000) $24 Shares 419 Est. Cost $53.13 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 124 Est. Cost $164.42 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $23 Shares 561 Est. Cost $40.21 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $23 Shares 617 Est. Cost $35.51 Unrealized +4.9%
MCK MCKESSON CORP 0.0%
Value ($000) $23 Shares 40 Est. Cost $530.49 Unrealized +5.0%
UNILEVER PLC 0.0%
Value ($000) $23 Shares 400 Est. Cost $48.78 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $23 Shares 61 Est. Cost $313.71 Unrealized +25.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $22 Shares 146 Est. Cost $175.47 Unrealized -9.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $22 Shares 67 Est. Cost $158.10 Unrealized +97.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $22 Shares 69 Est. Cost $264.40 Unrealized +21.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $21 Shares 216 Est. Cost $112.02 Unrealized -8.7%
DHI D R HORTON INC 0.0%
Value ($000) $21 Shares 153 Est. Cost $144.49 Unrealized +14.2%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $21 Shares 446 Est. Cost $47.91 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $21 Shares 125 Est. Cost $168.42 Unrealized +10.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $21 Shares 524 Est. Cost $33.83 Unrealized +16.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $20 Shares 16 Est. Cost $1136.24 Unrealized +8.2%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $19 Shares 107 Est. Cost $108.59 Unrealized +70.3%
HSY HERSHEY CO 0.0%
Value ($000) $19 Shares 112 Est. Cost $182.70 Unrealized -5.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $19 Shares 36 Est. Cost $485.94 Unrealized +12.7%
F FORD MTR CO 0.0%
Value ($000) $19 Shares 1,889 Est. Cost $9.66 Unrealized +2.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 247 Est. Cost $22.52 Unrealized +158.7%
SDY SPDR SER TR 0.0%
Value ($000) $18 Shares 139 Est. Cost $130.01 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $82.97 Unrealized +12.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $18 Shares 311 Est. Cost $56.14 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $18 Shares 367 Est. Cost $42.52 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $17 Shares 51 Est. Cost $291.14 Unrealized +26.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $17 Shares 94 Est. Cost $167.09 Unrealized +13.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $17 Shares 24 Est. Cost $650.25 Unrealized +23.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $17 Shares 46 Est. Cost $334.82 Unrealized +14.0%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $16 Shares 712 Est. Cost $28.39 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 195 Est. Cost $125.19 Unrealized -19.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 270 Est. Cost $69.50 Unrealized +2.7%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $16 Shares 44 Est. Cost $266.24 Unrealized +34.9%
IJH ISHARES TR 0.0%
Value ($000) $16 Shares 250 Est. Cost $104.02 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $15 Shares 140 Est. Cost $102.84 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $15 Shares 288 Est. Cost $46.52 Unrealized +17.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $15 Shares 279 Est. Cost $37.71 Unrealized +37.2%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $15 Shares 800 Est. Cost $26.56 Unrealized -22.4%
AEE AMEREN CORP 0.0%
Value ($000) $15 Shares 168 Est. Cost $76.79 Unrealized +12.7%
FDX FEDEX CORP 0.0%
Value ($000) $15 Shares 52 Est. Cost $249.47 Unrealized +8.9%
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 115 Est. Cost $95.03 Unrealized +35.4%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $14 Shares 59 Est. Cost $183.26 Unrealized +26.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $14 Shares 60 Est. Cost $213.60 Unrealized +14.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $14 Shares 162 Est. Cost $77.51 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $14 Shares 114 Est. Cost $128.87 Unrealized -5.7%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $14 Shares 525 Est. Cost $17.55 Unrealized +44.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $13 Shares 292 Est. Cost $41.09 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $13 Shares 100 Est. Cost $81.25 Unrealized +47.1%
SUB ISHARES TR 0.0%
Value ($000) $12 Shares 118 Est. Cost $105.43 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $12 Shares 202 Est. Cost $37.46 Unrealized +55.7%
EEMS ISHARES INC 0.0%
Value ($000) $12 Shares 210 Est. Cost $57.81 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $12 Shares 250 Est. Cost $51.39 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $163.81 Unrealized +32.0%
GAL SSGA ACTIVE ETF TR 0.0%
Value ($000) $12 Shares 271 Est. Cost $41.44 Unrealized
T AT&T INC 0.0%
Value ($000) $12 Shares 515 Est. Cost $14.21 Unrealized +51.3%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $12 Shares 160 Est. Cost $74.98 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $12 Shares 71 Est. Cost $211.43 Unrealized -15.3%
BLK BLACKROCK INC 0.0%
Value ($000) $11 Shares 11 Est. Cost $991.05 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 232 Est. Cost $42.41 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $11 Shares 346 Est. Cost $28.50 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $11 Shares 54 Est. Cost $152.77 Unrealized +18.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $11 Shares 321 Est. Cost $24.74 Unrealized +25.6%
ACWX ISHARES TR 0.0%
Value ($000) $10 Shares 201 Est. Cost $53.13 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $10 Shares 34 Est. Cost $296.08 Unrealized -1.8%
DRLL EA SERIES TRUST 0.0%
Value ($000) $10 Shares 369 Est. Cost $28.79 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $193.91 Unrealized -27.4%
ALT ALTIMMUNE INC 0.0%
Value ($000) $10 Shares 1,388 Est. Cost $6.77 Unrealized +12.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $10 Shares 185 Est. Cost $40.47 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $116.29 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $332.59 Unrealized -0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $9 Shares 21 Est. Cost $301.09 Unrealized +42.2%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $9 Shares 22 Est. Cost $397.76 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.98 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $557.38 Unrealized -6.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 682 Est. Cost $16.65 Unrealized -30.9%
UNP UNION PAC CORP 0.0%
Value ($000) $9 Shares 39 Est. Cost $221.67 Unrealized +3.9%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $9 Shares 607 Est. Cost $13.41 Unrealized
NVR NVR INC 0.0%
Value ($000) $8 Shares 1 Est. Cost $8729.84 Unrealized +4.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $8 Shares 77 Est. Cost $107.52 Unrealized +2.5%
IWN ISHARES TR 0.0%
Value ($000) $8 Shares 49 Est. Cost $155.33 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.52 Unrealized +32.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $8 Shares 242 Est. Cost $42.17 Unrealized -13.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $8 Shares 108 Est. Cost $64.37 Unrealized +16.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $28.87 Unrealized +17.2%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $7 Shares 425 Est. Cost $12.56 Unrealized +14.5%
IWP ISHARES TR 0.0%
Value ($000) $7 Shares 58 Est. Cost $114.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $7 Shares 96 Est. Cost $66.42 Unrealized +11.3%
YETI YETI HLDGS INC 0.0%
Value ($000) $7 Shares 187 Est. Cost $44.31 Unrealized -10.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $7 Shares 21 Est. Cost $407.77 Unrealized -11.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $712.18 Unrealized +0.6%
SG SWEETGREEN INC 0.0%
Value ($000) $7 Shares 221 Est. Cost $30.36 Unrealized +22.7%
XSOE WISDOMTREE TR 0.0%
Value ($000) $7 Shares 232 Est. Cost $28.88 Unrealized
SRS PROSHARES TR 0.0%
Value ($000) $7 Shares 131 Est. Cost $51.96 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $7 Shares 16 Est. Cost $424.85 Unrealized +5.6%
AGZD WISDOMTREE TR 0.0%
Value ($000) $7 Shares 298 Est. Cost $21.92 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $7 Shares 35 Est. Cost $173.89 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $237.06 Unrealized -5.8%
TMV DIREXION SHS ETF TR 0.0%
Value ($000) $7 Shares 164 Est. Cost $29.61 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $6 Shares 124 Est. Cost $49.82 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $76.99 Unrealized +38.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $6 Shares 75 Est. Cost $77.39 Unrealized +8.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 172 Est. Cost $17.09 Unrealized +70.3%
CTVA CORTEVA INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.65 Unrealized +20.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $77.79 Unrealized -11.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 61 Est. Cost $80.81 Unrealized +16.2%
MOMO HELLO GROUP INC 0.0%
Value ($000) $5 Shares 711 Est. Cost $6.95 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $5 Shares 201 Est. Cost $25.58 Unrealized -1.8%
ATMU ATMUS FILTRATION TECHNOLOGIE 0.0%
Value ($000) $5 Shares 132 Est. Cost $23.72 Unrealized +70.0%
FLOT ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.62 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 22 Est. Cost $232.92 Unrealized -3.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 215 Est. Cost $16.37 Unrealized +43.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $235.58 Unrealized +9.2%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $47.27 Unrealized +84.0%
DOW DOW INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.66 Unrealized -3.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $200.12 Unrealized +24.2%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $440.11 Unrealized +6.6%
DE DEERE & CO 0.0%
Value ($000) $4 Shares 9 Est. Cost $379.53 Unrealized +9.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $202.28 Unrealized +16.0%
STXD EA SERIES TRUST 0.0%
Value ($000) $4 Shares 108 Est. Cost $28.89 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $3 Shares 30 Est. Cost $131.94 Unrealized -7.5%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $144.29 Unrealized +18.5%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $3 Shares 54 Est. Cost $49.21 Unrealized +19.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $261.19 Unrealized +16.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $3 Shares 119 Est. Cost $21.78 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $175.11 Unrealized +16.7%
BARRICK GOLD CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.09 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $3 Shares 113 Est. Cost $26.23 Unrealized
VALKYRIE ETF TRUST II 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.38 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $3 Shares 33 Est. Cost $98.14 Unrealized
HDEF DBX ETF TR 0.0%
Value ($000) $3 Shares 112 Est. Cost $24.38 Unrealized
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.06 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $227.93 Unrealized +1.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 33 Est. Cost $74.44 Unrealized +14.0%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $2 Shares 104 Est. Cost $25.96 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $120.19 Unrealized +111.2%
KELLANOVA 0.0%
Value ($000) $2 Shares 30 Est. Cost $48.79 Unrealized +60.2%
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $486.44 Unrealized +21.6%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $2 Shares 390 Est. Cost $4.56 Unrealized +20.8%
SRE SEMPRA 0.0%
Value ($000) $2 Shares 26 Est. Cost $69.38 Unrealized +21.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $83.05 Unrealized +14.1%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 Shares 41 Est. Cost $51.80 Unrealized +2.3%
CWH CAMPING WORLD HLDGS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.72 Unrealized +11.2%
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.75 Unrealized +43.7%
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $2 Shares 29 Est. Cost $45.17 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.47 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.04 Unrealized +26.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 7 Est. Cost $328.12 Unrealized -5.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.02 Unrealized +13.1%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 208 Est. Cost $8.70 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $36.87 Unrealized +26.5%
BP BP PLC 0.0%
Value ($000) $2 Shares 55 Est. Cost $34.22 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $2 Shares 16 Est. Cost $97.81 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $444.29 Unrealized +11.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.37 Unrealized
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $1 Shares 107 Est. Cost $22.08 Unrealized -41.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.30 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.23 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $10.79 Unrealized -13.9%
MET METLIFE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.87 Unrealized +12.2%
MR COOPER GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $65.14 Unrealized
MITT AG MTG INVT TR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.35 Unrealized
OATLY GROUP AB 0.0%
Value ($000) $1 Shares 800 Est. Cost $1.18 Unrealized
PROSHARES TR II 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.54 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $40.47 Unrealized +61.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 23 Est. Cost $14.94 Unrealized +4.0%
NIO NIO INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.07 Unrealized
ACTG ACACIA RESH CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.70 Unrealized +22.4%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $0 Shares 10 Est. Cost $42.00 Unrealized -24.3%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $4.21 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.22 Unrealized +6.1%
IONQ IONQ INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.19 Unrealized +206.4%
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.00 Unrealized
SYRE SPYRE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.78 Unrealized +112.9%
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $4.25 Unrealized +64.2%
FTHM FATHOM HOLDINGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.66 Unrealized +30.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $8.69 Unrealized +33.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.73 Unrealized +17.1%
CLMT CALUMET INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.02 Unrealized +31.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.14 Unrealized
CELU CELULARITY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $4.11 Unrealized -42.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $5.71 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.50 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 84 Est. Cost $3.17 Unrealized -59.9%
RYM AGRIFY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.77 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.21 Unrealized +19.8%
ARKG ARK ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.50 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.18 Unrealized +0.8%
SYNCHRONOSS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.33 Unrealized
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.33 Unrealized +14.6%
TRAW TRAWS PHARMA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.11 Unrealized -38.9%
VSAT VIASAT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.95 Unrealized -39.7%
SOS LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.57 Unrealized 0.0%
APTOSE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $2.50 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized