CHESAPEAKE ASSET MANAGEMENT LLC Diversified Active

CIK: 0001079397 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jan 5, 2026

Total Value ($000): $106,267 (100.0% shares, 0.0% debt)

Holdings (535)

MSFT Microsoft Corp 8.2%
Value ($000) $8,725 Shares 23,241 Est. Cost $53.86 Unrealized +652.2%
LLY ELI LILLY AND CO 6.9%
Value ($000) $7,380 Shares 8,936 Est. Cost $51.58 Unrealized +1502.6%
AAPL APPLE INC 6.2%
Value ($000) $6,571 Shares 29,581 Est. Cost $92.64 Unrealized +149.1%
JPM JPMORGAN CHASE & CO 4.4%
Value ($000) $4,708 Shares 19,194 Est. Cost $58.24 Unrealized +330.8%
SPOT SPOTIFY TECHNOLOGY S A F 4.1%
Value ($000) $4,404 Shares 8,007 Est. Cost $114.48 Unrealized +388.2%
GGAL Grupo Financiero Galicia ADR 3.0%
Value ($000) $3,177 Shares 58,324 Est. Cost $13.52 Unrealized
AFL AFLAC INC 3.0%
Value ($000) $3,153 Shares 28,357 Est. Cost $28.26 Unrealized +268.3%
R RYDER SYS INC 2.6%
Value ($000) $2,787 Shares 19,383 Est. Cost $92.04 Unrealized +69.2%
SPY SPDR S&P 500 ETF 2.2%
Value ($000) $2,378 Shares 4,242 Est. Cost $393.78 Unrealized
MRK MERCK & CO INC NEW COM 2.2%
Value ($000) $2,290 Shares 25,510 Est. Cost $46.24 Unrealized +94.9%
IBM IBM CORP 2.1%
Value ($000) $2,263 Shares 9,100 Est. Cost $119.34 Unrealized +100.6%
CHD CHURCH & DWIGHT INC 2.0%
Value ($000) $2,129 Shares 19,341 Est. Cost $38.31 Unrealized +176.3%
BBAR Banco Bbva Argentina S A Spon ADR 1.7%
Value ($000) $1,846 Shares 101,850 Est. Cost $4.77 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $1,473 Shares 8,796 Est. Cost $148.40 Unrealized +41.4%
J JACOBS SOLUTIONS INC 1.4%
Value ($000) $1,470 Shares 12,158 Est. Cost $97.30 Unrealized +31.2%
GLD SPDR GOLD SHARES ETF 1.4%
Value ($000) $1,449 Shares 5,028 Est. Cost $202.57 Unrealized
BMA BANCO MACRO BANSUD S A SPONSORED ADR REPSTG CL B 1.3%
Value ($000) $1,433 Shares 18,971 Est. Cost $28.60 Unrealized
MAS MASCO CORP COM 1.3%
Value ($000) $1,409 Shares 20,259 Est. Cost $14.92 Unrealized +393.2%
ABBV ABBVIE INC 1.3%
Value ($000) $1,396 Shares 6,665 Est. Cost $139.72 Unrealized +35.6%
PEP PEPSICO INC 1.3%
Value ($000) $1,357 Shares 9,047 Est. Cost $73.22 Unrealized +96.0%
RTX RTX CORP 1.2%
Value ($000) $1,250 Shares 9,433 Est. Cost $92.69 Unrealized +34.6%
SPG SIMON PPTY GROUP INC NEWREIT 1.1%
Value ($000) $1,197 Shares 7,205 Est. Cost $101.94 Unrealized +63.7%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $1,116 Shares 18,742 Est. Cost $51.93 Unrealized
PUT 100 APPLE INC COM EXP [email protected] OPTION ROOT= AAPL 1.0%
Value ($000) $1,098 Shares 400 Est. Cost Unrealized
GWRE Guidewire Software Inc Com 1.0%
Value ($000) $1,073 Shares 5,728 Est. Cost $72.71 Unrealized +167.3%
SONY Sony Corp ADR New Japan ADR 0.9%
Value ($000) $1,001 Shares 39,412 Est. Cost $35.76 Unrealized
WMB WILLIAMS COS INC 0.9%
Value ($000) $991 Shares 16,577 Est. Cost $32.66 Unrealized +69.7%
AMZN Amazon Com Inc 0.9%
Value ($000) $990 Shares 5,204 Est. Cost $144.38 Unrealized +50.3%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $953 Shares 5,590 Est. Cost $140.15 Unrealized +17.0%
YPF YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.9%
Value ($000) $942 Shares 26,880 Est. Cost $10.98 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $929 Shares 1,979 Est. Cost $329.02 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $927 Shares 5,540 Est. Cost $147.37 Unrealized +2.1%
PRMB PRIMO BRANDS CORP CLASS A 0.9%
Value ($000) $904 Shares 25,483 Est. Cost $28.85 Unrealized +13.2%
PAM Pampa Energia SA ADR Ars 0.8%
Value ($000) $865 Shares 11,202 Est. Cost $38.04 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $855 Shares 2,737 Est. Cost $260.26 Unrealized +12.5%
MDLZ MONDELEZ INTL INC CLASS A 0.8%
Value ($000) $850 Shares 12,521 Est. Cost $63.22 Unrealized -5.5%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $820 Shares 4,945 Est. Cost $150.40 Unrealized +1.4%
TRV TRAVELERS COS INC 0.7%
Value ($000) $766 Shares 2,897 Est. Cost $185.67 Unrealized +32.2%
META META PLATFORMS INC CLASS A 0.7%
Value ($000) $765 Shares 1,327 Est. Cost $207.27 Unrealized +210.3%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $759 Shares 10,707 Est. Cost $68.26 Unrealized +0.6%
MRSH MARSH & MCLENNAN COS INC 0.7%
Value ($000) $702 Shares 2,878 Est. Cost $176.99 Unrealized +26.2%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $697 Shares 1,561 Est. Cost $81.50 Unrealized +450.0%
ACWX ACWX - MSCI ACWI ex US ETF 0.6%
Value ($000) $678 Shares 12,221 Est. Cost $48.77 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $619 Shares 1,690 Est. Cost $297.31 Unrealized +28.1%
BKR Baker Hughes Co 0.6%
Value ($000) $605 Shares 13,765 Est. Cost $43.05 Unrealized +1.7%
PNC PNC FINL SERVICES 0.6%
Value ($000) $601 Shares 3,422 Est. Cost $134.04 Unrealized +36.8%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $591 Shares 4,970 Est. Cost $74.86 Unrealized +43.2%
ETN EATON CORP PLC F 0.6%
Value ($000) $588 Shares 2,164 Est. Cost $267.60 Unrealized +15.3%
ADP AUTOMATIC DATA PROCESSIN 0.6%
Value ($000) $586 Shares 1,918 Est. Cost $225.25 Unrealized +31.1%
PRSU Pursuit Attractions 0.5%
Value ($000) $569 Shares 16,079 Est. Cost $40.53 Unrealized -3.6%
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $548 Shares 2,747 Est. Cost $183.44 Unrealized
GLW CORNING INC 0.5%
Value ($000) $534 Shares 11,654 Est. Cost $21.58 Unrealized +125.0%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $525 Shares 2,919 Est. Cost $124.70 Unrealized +46.1%
GOOGL ALPHABET INC CLASS A 0.5%
Value ($000) $524 Shares 3,390 Est. Cost $101.33 Unrealized +78.3%
T AT&T Inc 0.5%
Value ($000) $482 Shares 17,043 Est. Cost $21.58 Unrealized +12.8%
PAYX PAYCHEX INC 0.4%
Value ($000) $462 Shares 2,997 Est. Cost $115.56 Unrealized +23.9%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $454 Shares 1,540 Est. Cost $271.71 Unrealized +10.6%
SRE SEMPRA 0.4%
Value ($000) $448 Shares 6,284 Est. Cost $68.65 Unrealized +10.0%
PSX PHILLIPS 66 0.4%
Value ($000) $428 Shares 3,466 Est. Cost $101.22 Unrealized +17.8%
IBIT ISHARES BITCOIN ETF 0.4%
Value ($000) $420 Shares 8,968 Est. Cost $48.31 Unrealized
O REALTY INCOME CORP REIT 0.4%
Value ($000) $419 Shares 7,217 Est. Cost $53.84 Unrealized -2.3%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.4%
Value ($000) $408 Shares 3,341 Est. Cost $119.22 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $401 Shares 14,050 Est. Cost $15.61 Unrealized +71.0%
CME CME GROUP INC CLASS A 0.4%
Value ($000) $386 Shares 1,454 Est. Cost $198.87 Unrealized +21.9%
PPL PPL CORP 0.4%
Value ($000) $385 Shares 10,657 Est. Cost $28.00 Unrealized +17.6%
SCHP SCHWAB US TIPS ETF 0.3%
Value ($000) $354 Shares 13,181 Est. Cost $31.61 Unrealized
XLU SELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.3%
Value ($000) $335 Shares 4,243 Est. Cost $78.77 Unrealized
CRESY Cresud Sacifya Spon ADR 0.3%
Value ($000) $327 Shares 29,615 Est. Cost $6.40 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.3%
Value ($000) $317 Shares 3,480 Est. Cost $99.31 Unrealized +4.9%
KDP KEURIG DR PEPPER INC 0.3%
Value ($000) $316 Shares 9,246 Est. Cost $31.66 Unrealized -0.5%
NVDA NVIDIA CORP 0.3%
Value ($000) $316 Shares 2,918 Est. Cost $112.21 Unrealized +12.9%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $293 Shares 2,684 Est. Cost $83.76 Unrealized +18.5%
LOMA Loma Negra Cia Indl Ar Sponsored ADR 0.3%
Value ($000) $284 Shares 25,806 Est. Cost $6.95 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $282 Shares 1,137 Est. Cost $223.15 Unrealized +12.3%
VZ VERIZON COMMUNICATIONS I 0.3%
Value ($000) $280 Shares 6,179 Est. Cost $34.48 Unrealized +14.8%
VICI VICI PPTYS INC REIT 0.3%
Value ($000) $269 Shares 8,235 Est. Cost $29.16 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $262 Shares 1,705 Est. Cost $122.98 Unrealized +29.8%
OKE ONEOK INC NEW 0.2%
Value ($000) $246 Shares 2,478 Est. Cost $77.87 Unrealized +22.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $241 Shares 884 Est. Cost $276.27 Unrealized -7.4%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.2%
Value ($000) $239 Shares 6,860 Est. Cost $30.72 Unrealized
HPQ HP INC 0.2%
Value ($000) $236 Shares 8,535 Est. Cost $32.45 Unrealized -6.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $236 Shares 3,583 Est. Cost $67.40 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $233 Shares 1,668 Est. Cost $121.95 Unrealized +32.5%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $223 Shares 1,689 Est. Cost $140.66 Unrealized
HIG HARTFORD INS GROUP INC 0.2%
Value ($000) $211 Shares 1,704 Est. Cost $112.91 Unrealized +0.0%
DAL Delta Air Lines Inc 0.2%
Value ($000) $207 Shares 4,746 Est. Cost $58.04 Unrealized +1.0%
FXI ISHARES TR CHINA LARGE-CAP ETF 0.2%
Value ($000) $190 Shares 5,307 Est. Cost $35.84 Unrealized
PLD PROLOGIS INC REIT 0.2%
Value ($000) $186 Shares 1,661 Est. Cost $111.59 Unrealized +0.3%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $183 Shares 1,820 Est. Cost $100.43 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $182 Shares 2,946 Est. Cost $46.00 Unrealized +30.7%
FAST FASTENAL CO 0.2%
Value ($000) $168 Shares 2,168 Est. Cost $27.29 Unrealized +35.0%
PFE PFIZER INC 0.2%
Value ($000) $167 Shares 6,584 Est. Cost $24.05 Unrealized +2.8%
AMD ADVANCED MICRO DEVIC 0.2%
Value ($000) $163 Shares 1,587 Est. Cost $148.00 Unrealized -24.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $158 Shares 998 Est. Cost $97.41 Unrealized +40.6%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $156 Shares 1,510 Est. Cost $100.53 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $139 Shares 717 Est. Cost $161.42 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $136 Shares 577 Est. Cost $235.57 Unrealized +0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $129 Shares 251 Est. Cost $496.43 Unrealized
VMI VALMONT INDS INC 0.1%
Value ($000) $126 Shares 441 Est. Cost $319.19 Unrealized +2.2%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.1%
Value ($000) $125 Shares 355 Est. Cost $200.82 Unrealized +89.8%
MS Morgan Stanley 0.1%
Value ($000) $125 Shares 1,069 Est. Cost $117.66 Unrealized +7.0%
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $120 Shares 2,217 Est. Cost $48.96 Unrealized
HOOD Robinhood Markets Inc - A 0.1%
Value ($000) $116 Shares 2,788 Est. Cost $32.45 Unrealized +46.5%
APO APOLLO GLOBAL MGMT INC N 0.1%
Value ($000) $116 Shares 845 Est. Cost $68.46 Unrealized +121.8%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $110 Shares 1,505 Est. Cost $57.54 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $102 Shares 1,030 Est. Cost $103.94 Unrealized +2.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $98 Shares 357 Est. Cost $266.18 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $91 Shares 456 Est. Cost $95.01 Unrealized +106.0%
UPS UNITED PARCEL SVC INC CLASS B 0.1%
Value ($000) $82 Shares 749 Est. Cost $91.70 Unrealized +22.9%
V VISA INC CLASS A 0.1%
Value ($000) $80 Shares 228 Est. Cost $226.87 Unrealized +48.2%
KO COCA COLA CO COM 0.1%
Value ($000) $77 Shares 1,080 Est. Cost $55.41 Unrealized +17.3%
MGK VANGUARD MEGA CAP GROWTHETF 0.1%
Value ($000) $77 Shares 250 Est. Cost $204.51 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $74 Shares 471 Est. Cost $114.76 Unrealized +59.0%
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $74 Shares 616 Est. Cost $131.60 Unrealized +1.8%
CQP CHENIERE ENERGY PARTN LP 0.1%
Value ($000) $66 Shares 1,000 Est. Cost $54.19 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $63 Shares 118 Est. Cost $341.67 Unrealized +42.3%
CORZ Core Scientific Inc 0.1%
Value ($000) $57 Shares 7,928 Est. Cost $5.11 Unrealized +122.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $57 Shares 932 Est. Cost $45.16 Unrealized +22.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $54 Shares 1,191 Est. Cost $43.38 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $51 Shares 91 Est. Cost $576.81 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $49 Shares 52 Est. Cost $861.93 Unrealized +12.6%
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $47 Shares 1,120 Est. Cost $53.30 Unrealized -25.1%
HTGC HERCULES CAP INC 0.0%
Value ($000) $46 Shares 2,399 Est. Cost $13.98 Unrealized +44.4%
TER TERADYNE INC 0.0%
Value ($000) $45 Shares 545 Est. Cost $124.29 Unrealized -10.3%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $44 Shares 632 Est. Cost $69.09 Unrealized
ARCC ARES CAP CORP EQUITY CLASS EQUITY 0.0%
Value ($000) $43 Shares 1,939 Est. Cost $14.41 Unrealized +44.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $42 Shares 660 Est. Cost $43.10 Unrealized +52.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $41 Shares 402 Est. Cost $79.09 Unrealized +21.6%
OKLO OKLO INC CLASS A 0.0%
Value ($000) $40 Shares 1,870 Est. Cost $33.79 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD 0.0%
Value ($000) $40 Shares 687 Est. Cost $58.69 Unrealized
WMT WALMART INC 0.0%
Value ($000) $40 Shares 458 Est. Cost $63.77 Unrealized +45.8%
LUCID GROUP INC 0.0%
Value ($000) $39 Shares 16,199 Est. Cost $2.86 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $39 Shares 615 Est. Cost $72.15 Unrealized -0.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $38 Shares 560 Est. Cost $62.56 Unrealized -7.3%
BLK BLACKROCK INC NEW 0.0%
Value ($000) $36 Shares 38 Est. Cost $991.05 Unrealized -2.9%
BX BLACKSTONE INC 0.0%
Value ($000) $36 Shares 255 Est. Cost $87.43 Unrealized +80.9%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $33 Shares 334 Est. Cost $97.36 Unrealized
XPO XPO INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $36.01 Unrealized +252.9%
GEV GE VERNOVA INC 0.0%
Value ($000) $32 Shares 105 Est. Cost $165.97 Unrealized +109.8%
IUSB ISHARES CORE TOTAL USD BOND MARK ETF 0.0%
Value ($000) $32 Shares 686 Est. Cost $47.12 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $31 Shares 258 Est. Cost $100.70 Unrealized +9.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $31 Shares 325 Est. Cost $66.77 Unrealized +29.4%
CRM SALESFORCE INC 0.0%
Value ($000) $30 Shares 113 Est. Cost $181.39 Unrealized +70.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $30 Shares 462 Est. Cost $74.77 Unrealized +3.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $29 Shares 397 Est. Cost $73.45 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $29 Shares 144 Est. Cost $69.15 Unrealized +181.5%
NTR NUTRIEN LTD F 0.0%
Value ($000) $28 Shares 562 Est. Cost $69.94 Unrealized -28.3%
EG EVEREST REINSURANCE GR F 0.0%
Value ($000) $28 Shares 76 Est. Cost $351.22 Unrealized -0.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $27 Shares 249 Est. Cost $85.66 Unrealized +38.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $26 Shares 200 Est. Cost $123.15 Unrealized +5.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $26 Shares 276 Est. Cost $95.75 Unrealized
IGV ISHARES EXPANDED TECH STW SCTR ETF 0.0%
Value ($000) $25 Shares 285 Est. Cost $132.49 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $24 Shares 107 Est. Cost $220.39 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $23 Shares 36 Est. Cost $638.21 Unrealized +6.9%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $22 Shares 45 Est. Cost $555.75 Unrealized -2.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $22 Shares 205 Est. Cost $82.31 Unrealized +19.6%
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $22 Shares 650 Est. Cost $60.82 Unrealized -46.1%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $21 Shares 123 Est. Cost $170.76 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $20 Shares 600 Est. Cost $26.16 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $20 Shares 14 Est. Cost $54.79 Unrealized +58.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 275 Est. Cost $71.41 Unrealized +0.9%
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $20 Shares 80 Est. Cost $183.30 Unrealized
ALLETE INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.37 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $19 Shares 325 Est. Cost $57.07 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $19 Shares 305 Est. Cost $67.24 Unrealized -15.0%
DYNF ISHS US EQTY FACTR ROTATN ACT ETF 0.0%
Value ($000) $19 Shares 386 Est. Cost $49.47 Unrealized
NPWR Net Power Inc CL A 0.0%
Value ($000) $18 Shares 7,000 Est. Cost $11.11 Unrealized -36.5%
BN BROOKFIELD CORP FCLASS A 0.0%
Value ($000) $18 Shares 340 Est. Cost $31.29 Unrealized +20.1%
TSLA TESLA INC 0.0%
Value ($000) $18 Shares 68 Est. Cost $296.66 Unrealized +12.3%
ABT ABBOTT LABS 0.0%
Value ($000) $17 Shares 128 Est. Cost $102.30 Unrealized +22.7%
VMC VULCAN MATLS CO 0.0%
Value ($000) $17 Shares 72 Est. Cost $175.73 Unrealized +43.5%
MLM MARTIN MARIETTA MATLS IN 0.0%
Value ($000) $17 Shares 35 Est. Cost $350.12 Unrealized +44.3%
CGW INVSC S P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $16 Shares 295 Est. Cost $49.86 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.0%
Value ($000) $16 Shares 162 Est. Cost $107.65 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $16 Shares 68 Est. Cost $223.21 Unrealized +8.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $16 Shares 110 Est. Cost $130.27 Unrealized -0.4%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $15 Shares 45 Est. Cost $340.72 Unrealized
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $15 Shares 170 Est. Cost $48.80 Unrealized +90.9%
VRT VERTIV HLDGS CO CLASS A 0.0%
Value ($000) $14 Shares 200 Est. Cost $98.56 Unrealized +7.8%
DLR DIGITAL RLTY TR INC REIT 0.0%
Value ($000) $14 Shares 100 Est. Cost $151.90 Unrealized +4.0%
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $14 Shares 236 Est. Cost $56.95 Unrealized
ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 1,800 Est. Cost $11.28 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $119.97 Unrealized +66.1%
CMG CHIPOTLE MEXICAN GRILL I 0.0%
Value ($000) $14 Shares 270 Est. Cost $61.11 Unrealized -11.0%
UAL UNITED AIRLINES HLDG 0.0%
Value ($000) $13 Shares 190 Est. Cost $84.38 Unrealized +11.9%
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $13 Shares 273 Est. Cost $24.41 Unrealized +91.7%
INTC INTEL CORP 0.0%
Value ($000) $12 Shares 546 Est. Cost $19.10 Unrealized +14.6%
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value ($000) $12 Shares 199 Est. Cost $62.24 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $12 Shares 22 Est. Cost $493.21 Unrealized +1.3%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 480 Est. Cost $37.19 Unrealized
RXRX RECURSION PHARMACEUTICALCLASS A 0.0%
Value ($000) $12 Shares 2,265 Est. Cost $6.72 Unrealized +8.4%
F FORD MTR CO DEL 0.0%
Value ($000) $12 Shares 1,185 Est. Cost $9.76 Unrealized -5.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 236 Est. Cost $58.49 Unrealized -18.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $12 Shares 61 Est. Cost $197.16 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $12 Shares 35 Est. Cost $278.05 Unrealized +26.6%
CSX CSX CORP 0.0%
Value ($000) $12 Shares 391 Est. Cost $33.89 Unrealized -7.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $11 Shares 64 Est. Cost $168.45 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $11 Shares 20 Est. Cost $410.81 Unrealized +31.9%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 156 Est. Cost $90.94 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $11 Shares 149 Est. Cost $74.47 Unrealized
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $11 Shares 215 Est. Cost $47.84 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $11 Shares 136 Est. Cost $76.53 Unrealized
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $11 Shares 64 Est. Cost $182.65 Unrealized -9.9%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 16 Est. Cost $588.63 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $11 Shares 286 Est. Cost $35.23 Unrealized -0.6%
BLACKROCK MUNIHOLDINGS N 0.0%
Value ($000) $11 Shares 935 Est. Cost $11.45 Unrealized
JNK SPDR BLMBRG BRCLY HGH YDBND ETF 0.0%
Value ($000) $10 Shares 110 Est. Cost $93.07 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $96.31 Unrealized -0.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $10 Shares 21 Est. Cost $342.68 Unrealized +61.4%
FOUR SHIFT4 PMTS INC CLASS A 0.0%
Value ($000) $10 Shares 126 Est. Cost $103.05 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $10 Shares 62 Est. Cost $86.89 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $10 Shares 33 Est. Cost $281.65 Unrealized +2.0%
AMTM AMENTUM HLDGS INC COM 0.0%
Value ($000) $10 Shares 550 Est. Cost $28.49 Unrealized -28.5%
NXPI NXP SEMICONDUCTORS N V F 0.0%
Value ($000) $10 Shares 52 Est. Cost $199.93 Unrealized +4.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $10 Shares 46 Est. Cost $144.98 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 48 Est. Cost $186.55 Unrealized +14.1%
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $10 Shares 66 Est. Cost $138.48 Unrealized +22.5%
GSK GSK PLC SPONSORED ADR NEW 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.64 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $9 Shares 117 Est. Cost $75.51 Unrealized +13.7%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $9 Shares 105 Est. Cost $76.08 Unrealized +14.9%
BA BOEING CO 0.0%
Value ($000) $9 Shares 55 Est. Cost $198.90 Unrealized -13.0%
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.0%
Value ($000) $9 Shares 189 Est. Cost $50.72 Unrealized
VTWV VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 VALUE INDEX FD ETF SHS 0.0%
Value ($000) $9 Shares 70 Est. Cost $141.31 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $9 Shares 673 Est. Cost $24.86 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $249.44 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $9 Shares 66 Est. Cost $150.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $573.51 Unrealized +3.0%
CLOV CLOVER HEALTH INVTS CORPCLASS A 0.0%
Value ($000) $9 Shares 2,400 Est. Cost $1.09 Unrealized +266.8%
KQQQ KURV ETF TR TECHNOLOGY TITANS SELECT ETF 0.0%
Value ($000) $9 Shares 369 Est. Cost $23.26 Unrealized
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $8 Shares 255 Est. Cost $26.70 Unrealized +53.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $8 Shares 58 Est. Cost $130.49 Unrealized +27.7%
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $8 Shares 33 Est. Cost $262.80 Unrealized
CRWV COREWEAVE INC CLASS A 0.0%
Value ($000) $8 Shares 225 Est. Cost $38.54 Unrealized 0.0%
PUT ADVANCED MICRO DEVIC$75 EXP 01/16/26 0.0%
Value ($000) $8 Shares 19 Est. Cost Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $66.34 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $8 Shares 44 Est. Cost $107.22 Unrealized +74.2%
ACHR ARCHER AVIATION INC CLASS A 0.0%
Value ($000) $8 Shares 1,105 Est. Cost $5.98 Unrealized +48.3%
AMZP KURV ETF TR KURV YIELD PREM STRATEGY AMAZON ETF 0.0%
Value ($000) $8 Shares 296 Est. Cost $26.48 Unrealized
RILY B RILEY FINL INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $13.31 Unrealized -65.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 198 Est. Cost $39.31 Unrealized -3.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $197.27 Unrealized +0.6%
EEMA ISHARES MSCI EMERGING MARKETS ASIA E 0.0%
Value ($000) $7 Shares 98 Est. Cost $71.64 Unrealized
SCJ ISHARES INC MSCI JAPAN SMALL CAP ETF 0.0%
Value ($000) $7 Shares 94 Est. Cost $68.25 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $140.99 Unrealized +28.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 13 Est. Cost $621.79 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $7 Shares 13 Est. Cost $444.26 Unrealized +5.8%
USB US BANCORP DEL 0.0%
Value ($000) $7 Shares 157 Est. Cost $35.43 Unrealized +24.8%
PUT DELL TECHNOLOGIES IN$55 EXP 06/20/25 0.0%
Value ($000) $7 Shares 21 Est. Cost Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $7 Shares 860 Est. Cost $6.72 Unrealized 0.0%
TSLP KURV ETF TR KURV YIELD PREM STRATEGY TESLA ETF 0.0%
Value ($000) $6 Shares 349 Est. Cost $18.48 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHI 0.0%
Value ($000) $6 Shares 117 Est. Cost $59.40 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $6 Shares 72 Est. Cost $37.20 Unrealized +136.1%
COIN COINBASE GLOBAL INC CLASS A 0.0%
Value ($000) $6 Shares 35 Est. Cost $242.13 Unrealized 0.0%
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $6 Shares 314 Est. Cost $12.96 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.55 Unrealized
LYV LIVE NATION ENTMT INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $136.52 Unrealized 0.0%
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.13 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $6 Shares 270 Est. Cost $12.15 Unrealized +58.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 57 Est. Cost $96.08 Unrealized +5.1%
PUT UNITED PARCEL SVC IN$95 EXP 01/16/26 0.0%
Value ($000) $6 Shares 11 Est. Cost Unrealized
FCNCA FIRST CTZNS BANCSHARES ICLASS A 0.0%
Value ($000) $6 Shares 3 Est. Cost $734.82 Unrealized +176.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $93.71 Unrealized
PUT MERCK & CO. INC. $75 EXP 01/16/26 0.0%
Value ($000) $5 Shares 15 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $337.27 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $85.73 Unrealized 0.0%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $42.12 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $68.36 Unrealized +27.3%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $5 Shares 461 Est. Cost $12.42 Unrealized -15.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $5 Shares 8 Est. Cost $637.56 Unrealized +1.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $175.42 Unrealized +5.4%
PANL PANGAEA LOGISTICS SOLUTIONS LTD SHS ISINBMG6891L1054 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $6.01 Unrealized -15.9%
ATKR ATKORE INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $105.31 Unrealized -33.7%
EOG EOG RES INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $112.31 Unrealized +11.4%
RCL ROYAL CARIBBEAN GROU F 0.0%
Value ($000) $5 Shares 22 Est. Cost $231.89 Unrealized +0.6%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $56.71 Unrealized +42.8%
REKR REKOR SYS INC 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.75 Unrealized -9.8%
FLUT FLUTTER ENTMT PLC F 0.0%
Value ($000) $4 Shares 20 Est. Cost $259.01 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $4 Shares 77 Est. Cost $72.31 Unrealized 0.0%
PUT NVIDIA CORP $75 EXP 01/16/26 0.0%
Value ($000) $4 Shares 10 Est. Cost Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $287.19 Unrealized +0.5%
CB CHUBB LTD F 0.0%
Value ($000) $4 Shares 14 Est. Cost $217.96 Unrealized +26.7%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $4 Shares 17 Est. Cost $286.30 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.91 Unrealized +39.9%
DHR DANAHER CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $229.93 Unrealized -5.6%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.75 Unrealized
LPX LOUISIANA-PAC CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $108.76 Unrealized -4.0%
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $70.73 Unrealized +34.4%
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $4 Shares 1,375 Est. Cost $7.45 Unrealized -59.5%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $66.80 Unrealized
EWA ISHARES INC MSCI AUSTRALIA ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.94 Unrealized
PUT TESLA INC $125 EXP 01/16/26 0.0%
Value ($000) $4 Shares 5 Est. Cost Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $3 Shares 63 Est. Cost $49.03 Unrealized
PLUG PLUG PWR INC 0.0%
Value ($000) $3 Shares 2,415 Est. Cost $10.27 Unrealized -81.5%
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $45.05 Unrealized +65.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 95 Est. Cost $31.58 Unrealized -1.7%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $95.79 Unrealized
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $3 Shares 57 Est. Cost $54.20 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $184.21 Unrealized -15.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 102 Est. Cost $32.58 Unrealized -13.0%
LAR LITHIUM ARGENTINA AG F 0.0%
Value ($000) $3 Shares 1,375 Est. Cost $2.52 Unrealized 0.0%
BARRICK GOLD CORP F 0.0%
Value ($000) $3 Shares 146 Est. Cost $15.50 Unrealized
KTOS KRATOS DEFENSE & SEC SOL 0.0%
Value ($000) $3 Shares 86 Est. Cost $30.35 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $82.51 Unrealized +22.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $3 Shares 24 Est. Cost $106.13 Unrealized -8.8%
FDX FEDEX CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $260.94 Unrealized -2.8%
PUT HARTFORD INS GROUP I$100 EXP 12/19/25 0.0%
Value ($000) $2 Shares 10 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $173.85 Unrealized +10.9%
MWA MUELLER WATER PRODUC 0.0%
Value ($000) $2 Shares 92 Est. Cost $24.79 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $499.70 Unrealized -14.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $39.11 Unrealized +11.6%
PUT ISHR BITCOIN TR ETF $35 EXP 06/20/25 0.0%
Value ($000) $2 Shares 20 Est. Cost Unrealized
PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF 0.0%
Value ($000) $2 Shares 166 Est. Cost $14.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $80.03 Unrealized +25.6%
LRCX LAM RESH CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.50 Unrealized +3.5%
WFC WELLS FARGO & CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $46.01 Unrealized +60.2%
XME SPDR S&P METALS & MININGETF IV 0.0%
Value ($000) $2 Shares 37 Est. Cost $53.54 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $494.29 Unrealized +2.7%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $98.09 Unrealized
NNE NANO NUCLEAR ENERGY EQUICLASS EQUITY 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.54 Unrealized 0.0%
HLN HALEON PLC ADR ISINUS4055521003 0.0%
Value ($000) $2 Shares 190 Est. Cost $8.14 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $2 Shares 16 Est. Cost $104.34 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES IN 0.0%
Value ($000) $2 Shares 189 Est. Cost $13.99 Unrealized -25.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2 Shares 7 Est. Cost $257.38 Unrealized +13.6%
LIN LINDE PLC F 0.0%
Value ($000) $2 Shares 4 Est. Cost $448.10 Unrealized -0.8%
ACM AECOM 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.41 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $457.52 Unrealized -13.8%
MGM MGM RESORTS INTL 0.0%
Value ($000) $2 Shares 58 Est. Cost $33.60 Unrealized 0.0%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $2 Shares 6 Est. Cost $222.31 Unrealized +10.3%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $302.06 Unrealized 0.0%
RLI RLI CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.10 Unrealized 0.0%
CPB THE CAMPBELL'S CO 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.87 Unrealized 0.0%
KBR KBR INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.65 Unrealized 0.0%
VVX V2X INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $49.02 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INT 0.0%
Value ($000) $1 Shares 13 Est. Cost $108.02 Unrealized 0.0%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.22 Unrealized +64.5%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.52 Unrealized +89.9%
DE DEERE & CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $384.16 Unrealized +20.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1229.53 Unrealized +1.5%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $744.99 Unrealized -4.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.54 Unrealized +22.4%
BAH BOOZ ALLEN HAMILTON HLDGCLASS A 0.0%
Value ($000) $1 Shares 12 Est. Cost $117.32 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND FCLASS A 0.0%
Value ($000) $1 Shares 4 Est. Cost $329.15 Unrealized +6.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $112.73 Unrealized +6.5%
MET METLIFE INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $74.97 Unrealized +8.3%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1 Shares 41 Est. Cost $33.56 Unrealized 0.0%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $153.58 Unrealized 0.0%
MTD METTLER-TOLEDO INTL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1304.80 Unrealized -2.1%
LEN LENNAR CORP CLASS A 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.11 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $74.65 Unrealized +2.0%
PSN PARSONS CORP DEL 0.0%
Value ($000) $1 Shares 19 Est. Cost $72.41 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $298.15 Unrealized +26.5%
FISV FISERV INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $164.95 Unrealized +32.7%
CACI CACI INTL INC CLASS A 0.0%
Value ($000) $1 Shares 3 Est. Cost $382.67 Unrealized 0.0%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.85 Unrealized -11.8%
PARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25 0.0%
Value ($000) $1 Shares 90 Est. Cost $17.85 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $123.80 Unrealized -0.9%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $268.06 Unrealized +6.1%
CCI CROWN CASTLE INC REIT REIT 0.0%
Value ($000) $1 Shares 10 Est. Cost $103.32 Unrealized -13.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $290.18 Unrealized +8.0%
PHM PULTEGROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $107.19 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1025.88 Unrealized 0.0%
APH AMPHENOL CORP NEW CLASS A 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.80 Unrealized -1.6%
VRTX VERTEX PHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 2 Est. Cost $474.75 Unrealized -1.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $472.59 Unrealized +9.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.73 Unrealized +9.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $237.76 Unrealized +0.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.83 Unrealized 0.0%
WDAY WORKDAY INC CLASS A 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.22 Unrealized 0.0%
STZ CONSTELLATION BRANDS INCCLASS A 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.78 Unrealized 0.0%
PSA PUBLIC STORAGE REIT 0.0%
Value ($000) $1 Shares 3 Est. Cost $300.24 Unrealized -4.2%
PUT PROLOGIS INC $100 EXP 06/20/25 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NE 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.26 Unrealized +1.7%
ICE INTERCONTINENTAL EXCHANG 0.0%
Value ($000) $1 Shares 5 Est. Cost $151.68 Unrealized +6.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.28 Unrealized +27.1%
DISCOVER FINL SVCS 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.20 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.50 Unrealized -0.4%
PFG PRINCIPAL FINL GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.42 Unrealized +2.3%
BK BANK NEW YORK MELLON COR 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.85 Unrealized +29.3%
COR CENCORA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.93 Unrealized +2.7%
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $190.88 Unrealized +3.6%
EQIX EQUINIX INC REIT 0.0%
Value ($000) $1 Shares 1 Est. Cost $794.65 Unrealized +10.8%
AFRM AFFIRM HLDGS INC CLASS A 0.0%
Value ($000) $1 Shares 18 Est. Cost $59.25 Unrealized 0.0%
LDOS LEIDOS HLDGS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $138.27 Unrealized 0.0%
PUT EXXON MOBIL CORP $100 EXP 06/20/25 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
HESS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.80 Unrealized
AON AON PLC FCLASS A 0.0%
Value ($000) $1 Shares 2 Est. Cost $324.38 Unrealized +17.6%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.96 Unrealized +0.2%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.83 Unrealized +23.3%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.92 Unrealized +2.3%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.02 Unrealized +8.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.57 Unrealized -31.6%
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.71 Unrealized
EXR EXTRA SPACE STORAGE INC REIT 0.0%
Value ($000) $1 Shares 5 Est. Cost $145.24 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $35.49 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $129.09 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $365.79 Unrealized +5.8%
MMM 3M CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.14 Unrealized +21.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $163.95 Unrealized -11.5%
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.15 Unrealized -8.3%
EW EDWARDS LIFESCIENCES COR 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.11 Unrealized -0.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $14.41 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CLASS A 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.99 Unrealized +10.9%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $1 Shares 5 Est. Cost $146.90 Unrealized -0.3%
PENN PENN ENTMT INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.00 Unrealized -37.0%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $344.92 Unrealized +0.9%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.20 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $340.75 Unrealized -6.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.81 Unrealized +7.7%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.82 Unrealized +4.9%
JBL JABIL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.32 Unrealized +41.8%
HBAN HUNTINGTON BANCSHARES IN 0.0%
Value ($000) $1 Shares 45 Est. Cost $14.83 Unrealized +4.7%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $553.37 Unrealized +11.3%
PUT CHEVRON CORP NEW $115 EXP 01/16/26 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
CBRE CBRE GROUP INC CLASS A 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.03 Unrealized +24.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.95 Unrealized +40.9%
KEY KEYCORP NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.90 Unrealized +2.2%
REGN REGENERON PHARMACEUTICAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1106.73 Unrealized -38.2%
ANSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $317.25 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.47 Unrealized -4.2%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $126.78 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $116.83 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $557.47 Unrealized 0.0%
VST VISTRA CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $84.10 Unrealized +76.7%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $716.72 Unrealized -12.8%
KKR KKR & CO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $131.62 Unrealized +4.0%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $7.85 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $533.24 Unrealized +7.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $95.23 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.53 Unrealized -7.3%
SYF SYNCHRONY FINL 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.22 Unrealized +29.0%
RVTY REVVITY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.16 Unrealized -1.8%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $344.75 Unrealized +69.8%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.10 Unrealized
TGT TARGET CORP EQUITY CLASS EQUITY 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.21 Unrealized 0.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $23.27 Unrealized -35.1%
AEE AMEREN CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $86.51 Unrealized +8.3%
PARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD 0.0%
Value ($000) $1 Shares 22 Est. Cost $25.82 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $84.00 Unrealized +23.2%
PCAR PACCAR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $98.05 Unrealized +5.0%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.31 Unrealized +48.4%
ACGL ARCH CAPITAL GROUP LTD F 0.0%
Value ($000) $0 Shares 5 Est. Cost $98.18 Unrealized -6.0%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.51 Unrealized +4.2%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $11.09 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $208.83 Unrealized +4.6%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.50 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $100.60 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.14 Unrealized +9.2%
HLT HILTON WORLDWIDE HLDGS I 0.0%
Value ($000) $0 Shares 2 Est. Cost $225.20 Unrealized +10.4%
STT STATE STR CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.76 Unrealized +17.8%
SBAC SBA COMMUNICATIONS CORP CLASS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $205.35 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.36 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $439.59 Unrealized +0.5%
COO COOPER COS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $89.60 Unrealized 0.0%
PUT KRNSHR CHN INTERNET $30 EXP 05/16/25 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $434.21 Unrealized 0.0%
PUT MONDELEZ INTL INC $55 EXP 06/20/25 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $80.64 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.47 Unrealized 0.0%
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.12 Unrealized +35.3%
JCI JOHNSON CONTROLS INT F 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.10 Unrealized +10.1%
IFF INTERNTNL FLAVORS & 0.0%
Value ($000) $0 Shares 5 Est. Cost $80.64 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $47.04 Unrealized -7.8%
SWK STANLEY BLACK & DECKER I 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.04 Unrealized -8.2%
CTSH COGNIZANT TECHNOLOGY SOLCLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.87 Unrealized +10.1%
NDAQ NASDAQ INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.05 Unrealized +16.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.64 Unrealized +4.2%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.12 Unrealized -1.1%
CHTR CHARTER COMMUNICATIONS ICLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $361.54 Unrealized -1.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $375.07 Unrealized +1.6%
FTV FORTIVE CORP DISC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized +7.0%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.77 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.88 Unrealized +10.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.58 Unrealized +16.7%
LYB LYONDELLBASELL INDUSTR FCLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.81 Unrealized 0.0%
CPAY CORPAY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $293.70 Unrealized +23.0%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.13 Unrealized +6.8%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $34.34 Unrealized -6.3%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.94 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.74 Unrealized +13.8%
EPAM EPAM SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $210.47 Unrealized +4.8%
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $0 Shares 1 Est. Cost $343.07 Unrealized +4.6%
EL LAUDER ESTEE COS INC CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $108.95 Unrealized -34.7%
HUBB HUBBELL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $439.65 Unrealized -13.0%
POOL POOL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $357.95 Unrealized -6.7%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.80 Unrealized +13.9%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $287.98 Unrealized +20.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.28 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.26 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.38 Unrealized 0.0%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.77 Unrealized +9.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.53 Unrealized +12.1%
VRSK VERISK ANALYTICS INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost $268.20 Unrealized +6.8%
DAYFORCE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $55.11 Unrealized +17.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.53 Unrealized +14.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $265.38 Unrealized +38.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.60 Unrealized +0.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.85 Unrealized -1.7%
EQT EQT CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.40 Unrealized +51.3%
FFIV F5 INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $193.86 Unrealized +44.2%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized +31.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $259.43 Unrealized +5.8%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.53 Unrealized -11.2%
AES AES CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.22 Unrealized -27.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.78 Unrealized -25.6%
BR BROADRIDGE FINL SOLUTION 0.0%
Value ($000) $0 Shares 1 Est. Cost $204.45 Unrealized +13.4%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $0 Shares 15 Est. Cost $19.41 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.76 Unrealized +4.9%
WST WEST PHARMACEUTICAL SVCS 0.0%
Value ($000) $0 Shares 1 Est. Cost $274.80 Unrealized 0.0%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.60 Unrealized +8.7%
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.33 Unrealized +2.1%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.39 Unrealized 0.0%
APA APA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.14 Unrealized -5.0%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.23 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $10.91 Unrealized -8.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.41 Unrealized +12.5%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.73 Unrealized -33.5%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.72 Unrealized +22.6%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.85 Unrealized +8.6%
CCL CARNIVAL CORP F 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.24 Unrealized -1.9%
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.15 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.04 Unrealized +21.4%
BILI BILIBILI INC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.00 Unrealized
PUT UBER TECHNOLOGIES IN$50 EXP 06/20/25 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CHARGEPOINT HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 250 Est. Cost $10.47 Unrealized
HST HOST HOTELS & RESORTS IN 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.94 Unrealized -3.9%
PUT STARBUCKS CORP $75 EXP 06/20/25 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CZR CAESARS ENTMT INC NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.53 Unrealized 0.0%
RIG TRANSOCEAN LTD F 0.0%
Value ($000) $0 Shares 39 Est. Cost $6.42 Unrealized -45.4%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.79 Unrealized -11.7%
SNDK SANDISK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.67 Unrealized 0.0%
SPCE VIRGIN GALACTIC HLDG CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.13 Unrealized -75.8%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.68 Unrealized 0.0%
PUT ALIBABA GROUP HLDG L$65 EXP 08/15/25 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT SNOWFLAKE INC $75 EXP 04/17/25 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.00 Unrealized