CHESAPEAKE ASSET MANAGEMENT LLC Diversified Active

CIK: 0001079397 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $112,989 (100.0% shares, 0.0% debt)

Holdings (323)

MSFT Microsoft Corp 10.5%
Value ($000) $11,848 Shares 22,874 Est. Cost $53.86 Unrealized +844.6%
AAPL APPLE INC 6.5%
Value ($000) $7,394 Shares 29,037 Est. Cost $92.64 Unrealized +143.5%
LLY ELI LILLY AND CO 6.0%
Value ($000) $6,766 Shares 8,868 Est. Cost $51.58 Unrealized +1338.9%
JPM JPMORGAN CHASE & CO 5.3%
Value ($000) $5,989 Shares 18,986 Est. Cost $58.24 Unrealized +408.1%
SPOT Spotify Technology SA 4.7%
Value ($000) $5,290 Shares 7,579 Est. Cost $125.32 Unrealized +458.0%
R RYDER SYS INC COM 3.4%
Value ($000) $3,808 Shares 20,184 Est. Cost $95.69 Unrealized +88.5%
AFL AFLAC INC 2.3%
Value ($000) $2,624 Shares 23,493 Est. Cost $28.26 Unrealized +268.7%
SPY SPDR S&P 500 ETF 2.3%
Value ($000) $2,606 Shares 3,904 Est. Cost $393.78 Unrealized
IBM IBM CORP 2.3%
Value ($000) $2,564 Shares 9,087 Est. Cost $119.34 Unrealized +117.5%
AVGO BROADCOM INC 2.1%
Value ($000) $2,378 Shares 7,209 Est. Cost $148.40 Unrealized +106.0%
J JACOBS SOLUTIONS INC 1.6%
Value ($000) $1,824 Shares 12,173 Est. Cost $97.30 Unrealized +47.1%
GLD SPDR GOLD SHARES ETF 1.6%
Value ($000) $1,787 Shares 5,028 Est. Cost $202.57 Unrealized
CHD CHURCH & DWIGHT INC 1.5%
Value ($000) $1,695 Shares 19,341 Est. Cost $38.31 Unrealized +143.5%
BA Boeing Co 1.5%
Value ($000) $1,688 Shares 7,820 Est. Cost $205.24 Unrealized +9.9%
AMZN Amazon Com Inc 1.4%
Value ($000) $1,625 Shares 7,402 Est. Cost $163.52 Unrealized +38.4%
RTX RTX CORP 1.4%
Value ($000) $1,543 Shares 9,223 Est. Cost $92.69 Unrealized +66.5%
ABBV ABBVIE INC 1.3%
Value ($000) $1,519 Shares 6,561 Est. Cost $139.72 Unrealized +44.5%
MRK MERCK & CO INC NEW COM 1.3%
Value ($000) $1,439 Shares 17,150 Est. Cost $46.24 Unrealized +75.2%
SPG Simon PPTY Group Inc Sbi 1.2%
Value ($000) $1,351 Shares 7,200 Est. Cost $101.94 Unrealized +65.8%
CRWV COREWEAVE INC CLASS A 1.0%
Value ($000) $1,167 Shares 8,529 Est. Cost $92.75 Unrealized +27.6%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.0%
Value ($000) $1,111 Shares 18,742 Est. Cost $51.93 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.0%
Value ($000) $1,104 Shares 1,836 Est. Cost $329.02 Unrealized
GGAL Grupo Financiero Galicia ADR 1.0%
Value ($000) $1,077 Shares 38,883 Est. Cost $13.52 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,072 Shares 5,780 Est. Cost $153.24 Unrealized +10.6%
PEP PEPSICO INC 0.9%
Value ($000) $1,005 Shares 7,158 Est. Cost $73.22 Unrealized +91.8%
WMB WILLIAMS COS INC 0.9%
Value ($000) $1,003 Shares 15,825 Est. Cost $32.66 Unrealized +77.0%
BKR Baker Hughes Co 0.8%
Value ($000) $888 Shares 18,223 Est. Cost $43.68 Unrealized +0.3%
META META PLATFORMS INC CLASS A 0.8%
Value ($000) $886 Shares 1,206 Est. Cost $207.27 Unrealized +258.6%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $849 Shares 5,527 Est. Cost $140.15 Unrealized +10.5%
GLW CORNING INC 0.7%
Value ($000) $843 Shares 10,282 Est. Cost $21.58 Unrealized +201.1%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $835 Shares 5,375 Est. Cost $147.37 Unrealized +3.3%
MCD MCDONALDS CORP 0.7%
Value ($000) $812 Shares 2,673 Est. Cost $260.26 Unrealized +15.8%
GOOGL ALPHABET INC CLASS CLASS A 0.7%
Value ($000) $805 Shares 3,311 Est. Cost $102.47 Unrealized +104.1%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $792 Shares 10,497 Est. Cost $68.33 Unrealized +5.7%
TRV TRAVELERS COS INC 0.7%
Value ($000) $761 Shares 2,725 Est. Cost $185.67 Unrealized +43.2%
ETN EATON CORP PLC F 0.7%
Value ($000) $759 Shares 2,028 Est. Cost $267.60 Unrealized +35.8%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $751 Shares 1,505 Est. Cost $81.50 Unrealized +449.9%
ACWX ACWX - MSCI ACWI ex US ETF 0.6%
Value ($000) $711 Shares 10,935 Est. Cost $49.16 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.6%
Value ($000) $693 Shares 11,093 Est. Cost $63.22 Unrealized +0.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $682 Shares 6,051 Est. Cost $80.27 Unrealized +36.7%
PAM Pampa Energia SA ADR Ars 0.6%
Value ($000) $673 Shares 11,202 Est. Cost $38.04 Unrealized
XME SPDR S&P METALS & MININGETF 0.6%
Value ($000) $660 Shares 7,087 Est. Cost $92.98 Unrealized
YPF YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.6%
Value ($000) $653 Shares 26,880 Est. Cost $10.98 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $597 Shares 1,474 Est. Cost $297.31 Unrealized +30.9%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $594 Shares 2,455 Est. Cost $185.11 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $582 Shares 3,118 Est. Cost $113.48 Unrealized +53.6%
BBAR Banco Bbva Argentina S A Spon ADR 0.5%
Value ($000) $565 Shares 67,900 Est. Cost $4.77 Unrealized
PNC PNC FINL SERVICES 0.5%
Value ($000) $562 Shares 2,796 Est. Cost $134.04 Unrealized +46.0%
ADP AUTOMATIC DATA PROCESSIN 0.5%
Value ($000) $546 Shares 1,861 Est. Cost $225.25 Unrealized +32.2%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $545 Shares 2,705 Est. Cost $176.99 Unrealized +15.3%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.5%
Value ($000) $526 Shares 2,941 Est. Cost $177.63 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $510 Shares 1,555 Est. Cost $295.26 Unrealized
BMA Banco Macro S.A Spon Ads Repstg CL B Spon ADR 0.4%
Value ($000) $499 Shares 11,804 Est. Cost $29.42 Unrealized
VMI VALMONT INDS INC 0.4%
Value ($000) $487 Shares 1,254 Est. Cost $348.45 Unrealized +4.4%
GWRE GUIDEWIRE SOFTWARE INC COM 0.4%
Value ($000) $479 Shares 2,085 Est. Cost $72.71 Unrealized +212.8%
PPL PPL CORP 0.4%
Value ($000) $476 Shares 12,812 Est. Cost $29.50 Unrealized +20.1%
VICI VICI PPTYS INC REIT 0.4%
Value ($000) $474 Shares 14,545 Est. Cost $30.40 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $474 Shares 1,371 Est. Cost $353.61 Unrealized -15.5%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $468 Shares 1,372 Est. Cost $290.37 Unrealized +8.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $437 Shares 6,389 Est. Cost $56.08 Unrealized +20.2%
SRE SEMPRA 0.4%
Value ($000) $423 Shares 4,701 Est. Cost $68.65 Unrealized +16.3%
AVB AVALONBAY CMNTYS INC REIT 0.4%
Value ($000) $422 Shares 2,185 Est. Cost $193.67 Unrealized -1.3%
TEL TE CONNECTIVITY PLC F 0.3%
Value ($000) $394 Shares 1,795 Est. Cost $161.66 Unrealized +23.7%
SONY Sony Corp ADR New Japan ADR 0.3%
Value ($000) $381 Shares 13,240 Est. Cost $35.76 Unrealized
CME CME GROUP INC CLASS A 0.3%
Value ($000) $381 Shares 1,410 Est. Cost $198.87 Unrealized +35.7%
HOOD Robinhood Markets Inc - A 0.3%
Value ($000) $371 Shares 2,593 Est. Cost $34.02 Unrealized +220.6%
PAYX PAYCHEX INC 0.3%
Value ($000) $367 Shares 2,896 Est. Cost $115.56 Unrealized +18.7%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.3%
Value ($000) $358 Shares 8,510 Est. Cost $31.60 Unrealized
PRSU PURSUIT ATTRACTIONS & HO 0.3%
Value ($000) $349 Shares 9,642 Est. Cost $36.40 Unrealized -7.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $339 Shares 11,981 Est. Cost $15.61 Unrealized +72.8%
SCHP SCHWAB US TIPS ETF 0.3%
Value ($000) $335 Shares 12,414 Est. Cost $30.23 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $322 Shares 404 Est. Cost $732.45 Unrealized +0.3%
ORCL ORACLE CORP 0.3%
Value ($000) $321 Shares 1,142 Est. Cost $121.95 Unrealized +108.4%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $314 Shares 1,938 Est. Cost $130.80 Unrealized +26.3%
ACN ACCENTURE PLC IRELAND FCLASS A 0.3%
Value ($000) $311 Shares 1,262 Est. Cost $282.63 Unrealized -7.8%
PRMB Primo Brands Corp CL A 0.3%
Value ($000) $291 Shares 13,156 Est. Cost $29.14 Unrealized -11.2%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $289 Shares 2,522 Est. Cost $83.76 Unrealized +27.9%
HIG HARTFORD INS GROUP INC 0.3%
Value ($000) $289 Shares 2,163 Est. Cost $115.09 Unrealized +10.7%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $287 Shares 1,564 Est. Cost $124.70 Unrealized +55.0%
VZ VERIZON COMMUNICATIONS I 0.2%
Value ($000) $281 Shares 6,392 Est. Cost $34.94 Unrealized +21.6%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $281 Shares 3,583 Est. Cost $67.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $279 Shares 1,071 Est. Cost $223.15 Unrealized +15.3%
CRESY Cresud Sacifya Spon ADR 0.2%
Value ($000) $272 Shares 29,615 Est. Cost $6.40 Unrealized
APO APOLLO GLOBAL MGMT INC N 0.2%
Value ($000) $266 Shares 1,993 Est. Cost $111.73 Unrealized +26.0%
SNDK Sandisk Corp 0.2%
Value ($000) $265 Shares 2,366 Est. Cost $58.39 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $263 Shares 963 Est. Cost $271.71 Unrealized +5.1%
BN Brookfield Corp CL A Cad 0.2%
Value ($000) $252 Shares 3,680 Est. Cost $43.62 Unrealized +1.3%
ETHA ISHARES ETHEREUM TR ETF SHS 0.2%
Value ($000) $248 Shares 7,855 Est. Cost $31.51 Unrealized
XLU Utilities Sector SPDR Fund ETF 0.2%
Value ($000) $225 Shares 2,585 Est. Cost $78.77 Unrealized
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $222 Shares 8,703 Est. Cost $31.66 Unrealized -2.7%
T AT&T INC 0.2%
Value ($000) $219 Shares 7,754 Est. Cost $21.58 Unrealized +30.0%
OKLO OKLO INC CLASS A 0.2%
Value ($000) $209 Shares 1,870 Est. Cost $33.79 Unrealized +131.7%
GEV GE VERNOVA INC 0.2%
Value ($000) $207 Shares 337 Est. Cost $375.02 Unrealized +61.5%
FAST FASTENAL CO 0.2%
Value ($000) $198 Shares 4,036 Est. Cost $33.33 Unrealized +40.8%
LOMA Loma Negra Cia Indl Ar Sponsored ADR 0.2%
Value ($000) $190 Shares 25,806 Est. Cost $6.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.2%
Value ($000) $186 Shares 379 Est. Cost $215.56 Unrealized +111.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $186 Shares 2,544 Est. Cost $77.81 Unrealized -3.5%
CIFR CIPHER MNG INC 0.2%
Value ($000) $176 Shares 14,000 Est. Cost $7.54 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $167 Shares 707 Est. Cost $232.53 Unrealized -4.0%
RUN SUNRUN INC COM 0.1%
Value ($000) $166 Shares 9,582 Est. Cost $13.39 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $160 Shares 646 Est. Cost $161.42 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING LIMITED REGISTERED SHS ISIN#KYG254571055 0.1%
Value ($000) $158 Shares 1,084 Est. Cost $122.39 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $155 Shares 6,072 Est. Cost $23.93 Unrealized +0.9%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.1%
Value ($000) $154 Shares 1,054 Est. Cost $119.22 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $151 Shares 541 Est. Cost $279.29 Unrealized
CRCL CIRCLE INTERNET GROUP INC CL A COM STK 0.1%
Value ($000) $147 Shares 1,110 Est. Cost $158.24 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $146 Shares 2,217 Est. Cost $48.96 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $141 Shares 884 Est. Cost $117.66 Unrealized +24.5%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $134 Shares 219 Est. Cost $496.43 Unrealized
BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $132 Shares 1,000 Est. Cost $131.77 Unrealized
PWR Quanta SVCS Inc 0.1%
Value ($000) $131 Shares 315 Est. Cost $319.89 Unrealized +21.4%
CORZ Core Scientific Inc 0.1%
Value ($000) $130 Shares 7,253 Est. Cost $5.11 Unrealized +187.1%
GE GE AEROSPACE 0.1%
Value ($000) $127 Shares 422 Est. Cost $95.01 Unrealized +187.0%
TRGP TARGA RES CORP 0.1%
Value ($000) $126 Shares 751 Est. Cost $146.74 Unrealized +12.5%
AMD ADVANCED MICRO DEVIC 0.1%
Value ($000) $123 Shares 761 Est. Cost $130.88 Unrealized +23.3%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $115 Shares 471 Est. Cost $114.76 Unrealized +82.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $113 Shares 984 Est. Cost $103.94 Unrealized +12.6%
IBIT ISHARES BITCOIN ETF 0.1%
Value ($000) $111 Shares 1,706 Est. Cost $48.31 Unrealized
O REALTY INCOME CORP REIT 0.1%
Value ($000) $105 Shares 1,725 Est. Cost $53.84 Unrealized +5.7%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $101 Shares 1,005 Est. Cost $100.49 Unrealized
MGK VANGUARD MEGA CAP GROWTHETF 0.1%
Value ($000) $101 Shares 250 Est. Cost $204.51 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $100 Shares 1,838 Est. Cost $45.52 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $96 Shares 190 Est. Cost $402.17 Unrealized +20.4%
PLD PROLOGIS INC REIT 0.1%
Value ($000) $90 Shares 787 Est. Cost $111.59 Unrealized -3.0%
SHEL SHELL PLC FTENDER OFFER EXP: 0.1%
Value ($000) $89 Shares 1,245 Est. Cost $57.54 Unrealized
SPHR SPHERE ENTMT CO CL A 0.1%
Value ($000) $75 Shares 1,200 Est. Cost $47.20 Unrealized 0.0%
TER TERADYNE INC 0.1%
Value ($000) $74 Shares 540 Est. Cost $124.29 Unrealized -12.2%
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $74 Shares 611 Est. Cost $131.60 Unrealized -1.7%
KO COCA COLA CO COM 0.1%
Value ($000) $70 Shares 1,060 Est. Cost $55.41 Unrealized +22.6%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $69 Shares 485 Est. Cost $99.31 Unrealized +30.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $68 Shares 747 Est. Cost $84.26 Unrealized +7.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $65 Shares 627 Est. Cost $100.53 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $65 Shares 189 Est. Cost $226.87 Unrealized +52.1%
DLR DIGITAL RLTY TR INC REIT 0.1%
Value ($000) $64 Shares 370 Est. Cost $160.81 Unrealized +4.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $61 Shares 91 Est. Cost $576.81 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $60 Shares 750 Est. Cost $70.41 Unrealized
CQP CHENIERE ENERGY PARTN LP 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.19 Unrealized
CALL 100 LILLY ELI & CO COM EXP [email protected] OPTION ROOT= LLY 0.0%
Value ($000) $53 Shares 53 Est. Cost Unrealized
IAU ISHARES GOLD ETF 0.0%
Value ($000) $51 Shares 701 Est. Cost $72.77 Unrealized
HTGC HERCULES CAP INC 0.0%
Value ($000) $44 Shares 2,350 Est. Cost $14.03 Unrealized +36.6%
PSX PHILLIPS 66 0.0%
Value ($000) $44 Shares 324 Est. Cost $101.22 Unrealized +24.9%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $44 Shares 499 Est. Cost $79.88 Unrealized
BLK BLACKROCK INC NEW 0.0%
Value ($000) $43 Shares 37 Est. Cost $991.05 Unrealized +11.9%
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.0%
Value ($000) $43 Shares 860 Est. Cost $49.35 Unrealized
UPS UNITED PARCEL SVC INC CLASS B 0.0%
Value ($000) $43 Shares 515 Est. Cost $91.80 Unrealized -4.0%
BX BLACKSTONE INC 0.0%
Value ($000) $43 Shares 250 Est. Cost $87.43 Unrealized +93.8%
NKE NIKE INC CLASS CLASS B 0.0%
Value ($000) $42 Shares 600 Est. Cost $72.15 Unrealized +2.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $41 Shares 917 Est. Cost $45.16 Unrealized +0.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $41 Shares 540 Est. Cost $62.56 Unrealized +8.4%
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD 0.0%
Value ($000) $40 Shares 687 Est. Cost $58.69 Unrealized
LCID LUCID GROUP INC 0.0%
Value ($000) $40 Shares 1,685 Est. Cost $22.60 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $39 Shares 400 Est. Cost $74.82 Unrealized +25.0%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $39 Shares 650 Est. Cost $43.10 Unrealized +56.9%
XPO XPO INC 0.0%
Value ($000) $39 Shares 300 Est. Cost $36.01 Unrealized +260.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $38 Shares 41 Est. Cost $861.93 Unrealized +11.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $38 Shares 509 Est. Cost $73.49 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $53.30 Unrealized -35.6%
WMT WALMART INC 0.0%
Value ($000) $35 Shares 341 Est. Cost $63.77 Unrealized +55.6%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $78.93 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $34 Shares 200 Est. Cost $123.15 Unrealized +20.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $34 Shares 132 Est. Cost $238.62 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $33 Shares 334 Est. Cost $97.36 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $33 Shares 276 Est. Cost $95.75 Unrealized
NTR NUTRIEN LTD F 0.0%
Value ($000) $33 Shares 562 Est. Cost $69.94 Unrealized -16.7%
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $32 Shares 686 Est. Cost $47.12 Unrealized
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $32 Shares 33 Est. Cost $968.06 Unrealized
HPQ HP INC 0.0%
Value ($000) $32 Shares 1,161 Est. Cost $32.45 Unrealized -19.4%
ARCC ARES CAP CORP EQUITY CLASS EQUITY 0.0%
Value ($000) $31 Shares 1,539 Est. Cost $14.41 Unrealized +48.0%
VRT VERTIV HLDGS CO CLASS A 0.0%
Value ($000) $30 Shares 200 Est. Cost $98.56 Unrealized +35.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $30 Shares 30 Est. Cost $638.21 Unrealized +39.2%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $29 Shares 325 Est. Cost $66.77 Unrealized +33.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $29 Shares 425 Est. Cost $74.77 Unrealized -5.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $28 Shares 149 Est. Cost $186.01 Unrealized
EG EVEREST REINSURANCE GR F 0.0%
Value ($000) $27 Shares 76 Est. Cost $351.22 Unrealized -3.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $26 Shares 200 Est. Cost $85.66 Unrealized +58.2%
VRTX VERTEX PHARMACEUTICALS I 0.0%
Value ($000) $25 Shares 63 Est. Cost $438.80 Unrealized -4.8%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $24 Shares 123 Est. Cost $170.76 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $181.39 Unrealized +38.6%
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $24 Shares 80 Est. Cost $183.30 Unrealized
DYNF ISHS US EQTY FACTR ROTATN ACT ETF 0.0%
Value ($000) $23 Shares 386 Est. Cost $49.47 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $88.75 Unrealized +13.3%
MLM MARTIN MARIETTA MATLS IN 0.0%
Value ($000) $22 Shares 35 Est. Cost $350.12 Unrealized +69.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $22 Shares 325 Est. Cost $57.07 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $22 Shares 131 Est. Cost $122.98 Unrealized +27.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $22 Shares 70 Est. Cost $175.73 Unrealized +61.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $21 Shares 300 Est. Cost $67.24 Unrealized -4.5%
ZS ZSCALER INC 0.0%
Value ($000) $21 Shares 70 Est. Cost $119.97 Unrealized +137.7%
ALLETE INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.37 Unrealized
CGW INVSC S P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $19 Shares 295 Est. Cost $49.86 Unrealized
PUT UNITED PARCEL SVC IN$85 EXP 01/16/26 0.0%
Value ($000) $19 Shares 16 Est. Cost Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $19 Shares 600 Est. Cost $26.16 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.0%
Value ($000) $18 Shares 162 Est. Cost $107.65 Unrealized
CALL APPLE INC $235 EXP 12/19/25 0.0%
Value ($000) $18 Shares 7 Est. Cost Unrealized
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $18 Shares 650 Est. Cost $60.82 Unrealized -53.0%
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $17 Shares 170 Est. Cost $48.80 Unrealized +94.1%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $17 Shares 35 Est. Cost $555.75 Unrealized -16.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $96.31 Unrealized +32.7%
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $16 Shares 273 Est. Cost $24.41 Unrealized +136.6%
INTC INTEL CORP 0.0%
Value ($000) $16 Shares 486 Est. Cost $19.10 Unrealized +26.9%
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $16 Shares 236 Est. Cost $56.95 Unrealized
RXRX RECURSION PHARMACEUTICALCLASS A 0.0%
Value ($000) $16 Shares 3,265 Est. Cost $6.27 Unrealized -16.3%
LOW LOWES COS INC 0.0%
Value ($000) $15 Shares 61 Est. Cost $223.21 Unrealized +9.4%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 480 Est. Cost $37.19 Unrealized
ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $15 Shares 1,800 Est. Cost $11.28 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 119 Est. Cost $100.70 Unrealized +19.0%
ABT ABBOTT LABS 0.0%
Value ($000) $14 Shares 104 Est. Cost $102.30 Unrealized +27.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $14 Shares 161 Est. Cost $88.61 Unrealized -0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $138.48 Unrealized +55.1%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $13 Shares 66 Est. Cost $150.61 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $13 Shares 61 Est. Cost $197.16 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $130.27 Unrealized -2.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $12 Shares 25 Est. Cost $249.44 Unrealized
IREN IREN LTD F 0.0%
Value ($000) $12 Shares 255 Est. Cost $24.29 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $12 Shares 480 Est. Cost $6.72 Unrealized +171.2%
NXPI NXP SEMICONDUCTORS N V F 0.0%
Value ($000) $12 Shares 51 Est. Cost $199.93 Unrealized +11.6%
MSTR STRATEGY INC CLASS A 0.0%
Value ($000) $12 Shares 36 Est. Cost $371.01 Unrealized 0.0%
SCHH CHARLES SCHWAB US REIT ETF 0.0%
Value ($000) $11 Shares 532 Est. Cost $21.57 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $186.55 Unrealized +28.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $11 Shares 193 Est. Cost $56.23 Unrealized
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $11 Shares 215 Est. Cost $47.84 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 Shares 228 Est. Cost $58.49 Unrealized -23.5%
JNK SPDR BLMBRG BRCLY HGH YDBND ETF 0.0%
Value ($000) $11 Shares 110 Est. Cost $93.07 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $11 Shares 136 Est. Cost $76.53 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $11 Shares 895 Est. Cost $9.76 Unrealized +16.1%
GSK GSK PLC SPONSORED ADR NEW 0.0%
Value ($000) $11 Shares 248 Est. Cost $35.64 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 24 Est. Cost $340.72 Unrealized
PUT ADVANCED MICRO DEVIC$100 EXP 01/16/26 0.0%
Value ($000) $10 Shares 57 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL I 0.0%
Value ($000) $10 Shares 250 Est. Cost $61.11 Unrealized -26.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 13 Est. Cost $621.79 Unrealized
CSX CSX CORP 0.0%
Value ($000) $10 Shares 270 Est. Cost $33.89 Unrealized +0.1%
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $10 Shares 255 Est. Cost $26.70 Unrealized +66.1%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $10 Shares 100 Est. Cost $76.08 Unrealized +20.0%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $9 Shares 52 Est. Cost $37.20 Unrealized +335.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $66.34 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $9 Shares 42 Est. Cost $140.99 Unrealized +42.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 15 Est. Cost $449.84 Unrealized +25.2%
AMTM AMENTUM HLDGS INC COM 0.0%
Value ($000) $9 Shares 369 Est. Cost $28.49 Unrealized -14.5%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $9 Shares 117 Est. Cost $75.51 Unrealized -1.3%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $9 Shares 59 Est. Cost $182.65 Unrealized -17.6%
SCJ ISHARES INC MSCI JAPAN SMALL CAP ETF 0.0%
Value ($000) $9 Shares 94 Est. Cost $68.25 Unrealized
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $9 Shares 436 Est. Cost $12.42 Unrealized +9.7%
AMZP KURV ETF TR KURV YIELD PREM STRATEGY AMAZON ETF 0.0%
Value ($000) $8 Shares 296 Est. Cost $26.48 Unrealized
PUT ACCENTURE PLC IRELAN$250 EXP 01/16/26 0.0%
Value ($000) $8 Shares 4 Est. Cost Unrealized
EMXC ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 117 Est. Cost $59.40 Unrealized
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $8 Shares 1,375 Est. Cost $7.45 Unrealized -57.6%
REKR REKOR SYS INC 0.0%
Value ($000) $8 Shares 5,000 Est. Cost $1.75 Unrealized -27.7%
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $8 Shares 246 Est. Cost $35.23 Unrealized -5.9%
CLOV CLOVER HEALTH INVTS CORPCLASS A 0.0%
Value ($000) $7 Shares 2,400 Est. Cost $1.09 Unrealized +160.9%
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $34.13 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $281.65 Unrealized +1.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $180.42 Unrealized +6.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $197.27 Unrealized +5.0%
PUT UBER TECHNOLOGIES IN$70 EXP 01/16/26 0.0%
Value ($000) $6 Shares 35 Est. Cost Unrealized
IFRA ISHARES US INFRASTRUCTURE ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $42.12 Unrealized
PLUG PLUG PWR INC 0.0%
Value ($000) $6 Shares 2,415 Est. Cost $10.27 Unrealized -83.5%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $184.21 Unrealized +4.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $93.71 Unrealized
HG HAMILTON INS GROUP LTD FCLASS B 0.0%
Value ($000) $5 Shares 205 Est. Cost $22.82 Unrealized 0.0%
FLUT FLUTTER ENTMT PLC F 0.0%
Value ($000) $5 Shares 20 Est. Cost $259.01 Unrealized +13.0%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $5 Shares 88 Est. Cost $50.82 Unrealized
COIN COINBASE GLOBAL INC CLASS A 0.0%
Value ($000) $5 Shares 15 Est. Cost $242.13 Unrealized +40.0%
USB US BANCORP DEL 0.0%
Value ($000) $5 Shares 103 Est. Cost $35.43 Unrealized +30.8%
LAR LITHIUM ARGENTINA AG F 0.0%
Value ($000) $5 Shares 1,375 Est. Cost $2.52 Unrealized +19.8%
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $85.73 Unrealized -7.1%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $56.71 Unrealized +45.9%
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $4 Shares 248 Est. Cost $13.05 Unrealized
EWA ISHARES INC MSCI AUSTRALIA ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.94 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $4 Shares 270 Est. Cost $12.15 Unrealized +43.5%
EOG EOG RES INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $112.31 Unrealized +5.0%
PUT MERCK & CO. INC. $70 EXP 01/16/26 0.0%
Value ($000) $4 Shares 20 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 148 Est. Cost $30.74 Unrealized -13.8%
PUT ONEOK INC NEW $65 EXP 01/16/26 0.0%
Value ($000) $4 Shares 15 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $45.05 Unrealized +108.9%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $3 Shares 25 Est. Cost $38.22 Unrealized +225.2%
TKO TKO GROUP HLDGS INC CLASS A 0.0%
Value ($000) $3 Shares 17 Est. Cost $159.12 Unrealized +14.1%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $3 Shares 43 Est. Cost $30.85 Unrealized +46.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $95.79 Unrealized
CB CHUBB LTD F 0.0%
Value ($000) $3 Shares 10 Est. Cost $217.96 Unrealized +26.3%
SILA SILA RLTY TR INC REIT 0.0%
Value ($000) $2 Shares 99 Est. Cost $23.67 Unrealized
PUT PAYCHEX INC $125 EXP 01/16/26 0.0%
Value ($000) $2 Shares 4 Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $260.94 Unrealized -12.5%
PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF 0.0%
Value ($000) $2 Shares 166 Est. Cost $14.00 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $2 Shares 58 Est. Cost $33.60 Unrealized +9.2%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $98.09 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $11.09 Unrealized +58.1%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $2 Shares 190 Est. Cost $8.14 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $100.52 Unrealized +96.0%
PUT STARBUCKS CORP $75 EXP 01/16/26 0.0%
Value ($000) $2 Shares 7 Est. Cost Unrealized
RLI RLI CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $73.10 Unrealized -10.7%
PUT UNITEDHEALTH GROUP I$200 EXP 01/16/26 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
PSKY PARAMOUNT SKYDANCE CORP CL B 0.0%
Value ($000) $1 Shares 59 Est. Cost $14.51 Unrealized 0.0%
PUT CROWDSTRIKE HLDGS IN$400 EXP 01/16/26 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $62.24 Unrealized
PUT HARTFORD INS GROUP I$100 EXP 12/19/25 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $7.85 Unrealized -5.2%
PUT VERIZON COMMUNICATIO$40 EXP 01/16/26 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.10 Unrealized
PUT EXXON MOBIL CORP $100 EXP 01/16/26 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
PUT PALANTIR TECHNOLOGIE$85 EXP 01/16/26 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
PUT AMAZON.COM INC $170 EXP 01/16/26 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
PUT OKLO INC $30 EXP 01/16/26 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
PUT NVIDIA CORP $100 EXP 01/16/26 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
PUT OCCIDENTAL PETE CORP$32.5 EXP 01/16/26 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
PUT ROBINHOOD MKTS INC $50 EXP 01/16/26 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.15 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $23.27 Unrealized -58.0%
PUT META PLATFORMS INC $500 EXP 01/16/26 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PUT TESLA INC $125 EXP 01/16/26 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PUT GENERAL DYNAMICS COR$270 EXP 01/16/26 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BILI BILIBILI INC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.00 Unrealized
PUT RAMBUS INC DEL $60 EXP 01/16/26 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $10.91 Unrealized -12.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.65 Unrealized +6.0%
PUT MCDONALDS CORP $250 EXP 01/16/26 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT JPMORGAN CHASE & CO $220 EXP 01/16/26 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT DELL TECHNOLOGIES IN$70 EXP 01/16/26 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
PUT CHEVRON CORP NEW $115 EXP 01/16/26 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CHPT CHARGEPOINT HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.45 Unrealized 0.0%
PUT APPLE INC $150 EXP 01/16/26 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RIG TRANSOCEAN LTD F 0.0%
Value ($000) $0 Shares 39 Est. Cost $6.42 Unrealized -53.0%
SPCE VIRGIN GALACTIC HLDG CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.13 Unrealized -81.5%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.68 Unrealized -20.0%
OGEN ORAGENICS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.08 Unrealized -75.1%