CHESAPEAKE ASSET MANAGEMENT LLC Diversified Active

CIK: 0001079397 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 5, 2026

Total Value ($000): $112,160 (100.0% shares, 0.0% debt)

Holdings (378)

MSFT Microsoft Corp 8.4%
Value ($000) $9,457 Shares 25,150 Est. Cost $49.25 Unrealized +611.4%
AAPL APPLE INC 5.6%
Value ($000) $6,265 Shares 32,539 Est. Cost $84.98 Unrealized +115.1%
LLY LILLY ELI & CO 5.4%
Value ($000) $6,039 Shares 10,360 Est. Cost $51.58 Unrealized +1014.9%
MRK MERCK & CO INC NEW COM 3.8%
Value ($000) $4,251 Shares 38,991 Est. Cost $46.24 Unrealized +109.4%
PEP PEPSICO INC 3.5%
Value ($000) $3,978 Shares 23,419 Est. Cost $72.15 Unrealized +113.1%
LMT LOCKHEED MARTIN CORP 2.9%
Value ($000) $3,218 Shares 7,101 Est. Cost $81.50 Unrealized +412.2%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $3,148 Shares 18,505 Est. Cost $43.63 Unrealized +232.1%
AVGO BROADCOM INC 2.2%
Value ($000) $2,517 Shares 2,255 Est. Cost $58.69 Unrealized +57.1%
SPY SPDR S&P 500 ETF 2.2%
Value ($000) $2,417 Shares 5,072 Est. Cost $393.78 Unrealized
AFL AFLAC INC 2.1%
Value ($000) $2,331 Shares 28,251 Est. Cost $28.26 Unrealized +172.5%
SPOT SPOTIFY TECHNOLOGY F 2.0%
Value ($000) $2,282 Shares 12,142 Est. Cost $114.48 Unrealized +52.5%
R RYDER SYS INC COM 2.0%
Value ($000) $2,226 Shares 19,350 Est. Cost $92.04 Unrealized +14.3%
ABBV ABBVIE INC 1.8%
Value ($000) $2,016 Shares 13,009 Est. Cost $137.16 Unrealized -1.0%
J JACOBS SOLUTIONS INC 1.7%
Value ($000) $1,955 Shares 15,058 Est. Cost $97.30 Unrealized +9.9%
ADM ARCHER-DANIELS MIDLAND CO COM 1.7%
Value ($000) $1,903 Shares 26,356 Est. Cost $23.80 Unrealized +184.9%
CHD CHURCH & DWIGHT CO INC I 1.6%
Value ($000) $1,848 Shares 19,541 Est. Cost $38.31 Unrealized +133.0%
IBM IBM CORP 1.5%
Value ($000) $1,724 Shares 10,540 Est. Cost $119.34 Unrealized +18.6%
GGAL Grupo Financiero Galicia ADR 1.5%
Value ($000) $1,652 Shares 95,680 Est. Cost $13.07 Unrealized
MAS MASCO CORP COM 1.4%
Value ($000) $1,625 Shares 24,259 Est. Cost $14.92 Unrealized +275.5%
CVX CHEVRON CORP 1.3%
Value ($000) $1,427 Shares 9,569 Est. Cost $147.82 Unrealized -6.8%
AMZN Amazon.Com Inc 1.2%
Value ($000) $1,325 Shares 8,723 Est. Cost $120.76 Unrealized +16.1%
UNILEVER PLC F 1.1%
Value ($000) $1,270 Shares 26,202 Est. Cost $51.93 Unrealized
PG PROCTER & GAMBLE 1.1%
Value ($000) $1,211 Shares 8,263 Est. Cost $134.71 Unrealized +4.4%
MDLZ MONDELEZ INTL 1.1%
Value ($000) $1,200 Shares 16,564 Est. Cost $62.36 Unrealized +3.1%
PNC PNC FINL SERVICES 1.0%
Value ($000) $1,165 Shares 7,526 Est. Cost $134.04 Unrealized -10.5%
GLD SPDR GOLD SHARES ETF 1.0%
Value ($000) $1,160 Shares 6,069 Est. Cost $183.22 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.0%
Value ($000) $1,084 Shares 2,645 Est. Cost $329.02 Unrealized
EATON CORP PLC F 1.0%
Value ($000) $1,077 Shares 4,471 Est. Cost $240.82 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $1,069 Shares 3,605 Est. Cost $255.55 Unrealized +1.2%
BMA Banco Macro S.A Spon Ads Repstg CL B Spon ADR 0.9%
Value ($000) $1,048 Shares 36,531 Est. Cost $23.90 Unrealized
SPG Simon PPTY Group Inc Sbi 0.9%
Value ($000) $1,027 Shares 7,200 Est. Cost $101.94 Unrealized +6.3%
RTX RTX CORP 0.9%
Value ($000) $996 Shares 11,831 Est. Cost $92.29 Unrealized -18.1%
O REALTY INCOME CORP 0.9%
Value ($000) $973 Shares 16,942 Est. Cost $53.82 Unrealized -13.6%
SBUX STARBUCKS CORP 0.9%
Value ($000) $957 Shares 9,971 Est. Cost $96.48 Unrealized -4.4%
META META PLATFORMS INC 0.8%
Value ($000) $923 Shares 2,609 Est. Cost $179.30 Unrealized +80.4%
BBAR Banco Bbva Argentina S A Spon ADR 0.8%
Value ($000) $902 Shares 165,850 Est. Cost $4.77 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $898 Shares 2,591 Est. Cost $286.80 Unrealized +2.4%
APD AIR PROD & CHEMICALS 0.8%
Value ($000) $887 Shares 3,238 Est. Cost $270.30 Unrealized -4.1%
USB U S BANCORP 0.8%
Value ($000) $882 Shares 20,389 Est. Cost $34.83 Unrealized -5.0%
GOOGL ALPHABET INC. 0.8%
Value ($000) $849 Shares 6,080 Est. Cost $94.12 Unrealized +41.7%
TXN TEXAS INSTRUMENTS 0.8%
Value ($000) $843 Shares 4,943 Est. Cost $119.32 Unrealized +21.9%
PLD PROLOGIS INC. 0.7%
Value ($000) $827 Shares 6,201 Est. Cost $111.59 Unrealized -5.4%
DIS DISNEY WALT CO DISNEY COM 0.7%
Value ($000) $808 Shares 8,954 Est. Cost $110.85 Unrealized -22.2%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $722 Shares 11,891 Est. Cost $68.20 Unrealized -21.6%
MRSH MARSH & MC LENNAN CO 0.6%
Value ($000) $695 Shares 3,668 Est. Cost $164.02 Unrealized +14.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $686 Shares 6,863 Est. Cost $56.86 Unrealized +71.6%
ACWX ACWX - MSCI ACWI ex US ETF 0.6%
Value ($000) $671 Shares 13,141 Est. Cost $48.77 Unrealized
WMB WILLIAMS COS INC 0.6%
Value ($000) $669 Shares 19,194 Est. Cost $29.19 Unrealized +10.2%
SRE SEMPRA 0.6%
Value ($000) $625 Shares 8,360 Est. Cost $67.73 Unrealized -1.5%
GWRE Guidewire Software Inc Com 0.6%
Value ($000) $625 Shares 5,728 Est. Cost $72.71 Unrealized +31.2%
TRV TRAVELERS COMPANIES 0.6%
Value ($000) $621 Shares 3,260 Est. Cost $168.91 Unrealized -1.3%
GOOG ALPHABET INC. 0.5%
Value ($000) $577 Shares 4,094 Est. Cost $105.62 Unrealized +27.5%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $568 Shares 11,240 Est. Cost $45.58 Unrealized +5.3%
PAM Pampa Energia SA ADR Ars 0.5%
Value ($000) $555 Shares 11,202 Est. Cost $38.04 Unrealized
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $547 Shares 2,347 Est. Cost $213.75 Unrealized +3.9%
PSX PHILLIPS 66 0.5%
Value ($000) $526 Shares 3,951 Est. Cost $98.53 Unrealized +12.7%
KDP KEURIG DR PEPPER INC 0.5%
Value ($000) $524 Shares 15,735 Est. Cost $31.67 Unrealized -7.8%
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $518 Shares 2,582 Est. Cost $178.40 Unrealized
UPS UNITED PARCEL SRVC 0.5%
Value ($000) $515 Shares 3,277 Est. Cost $91.70 Unrealized +46.4%
IWB ISHARES RUSSELL 1000 0.4%
Value ($000) $503 Shares 1,918 Est. Cost $262.26 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $481 Shares 4,039 Est. Cost $104.58 Unrealized +6.2%
GLW CORNING INC 0.4%
Value ($000) $465 Shares 15,283 Est. Cost $20.29 Unrealized +33.7%
YPF YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.4%
Value ($000) $462 Shares 26,880 Est. Cost $10.98 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $429 Shares 7,286 Est. Cost $55.41 Unrealized -3.9%
QCOM QUALCOMM INC 0.4%
Value ($000) $420 Shares 2,901 Est. Cost $116.41 Unrealized +1.7%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $413 Shares 1,575 Est. Cost $219.46 Unrealized +3.6%
WEC W E C ENERGY GROUP INC 0.3%
Value ($000) $362 Shares 4,299 Est. Cost $83.00 Unrealized -8.1%
VZ VERIZON COMMUNICATN 0.3%
Value ($000) $352 Shares 9,347 Est. Cost $32.70 Unrealized -5.2%
KMI KINDER MORGAN INC 0.3%
Value ($000) $342 Shares 19,359 Est. Cost $15.20 Unrealized +0.9%
EWY iShares MSCI South Korea Capped ETF 0.3%
Value ($000) $334 Shares 5,104 Est. Cost $65.53 Unrealized
Estee Lauder Companies Inc 0.3%
Value ($000) $310 Shares 2,118 Est. Cost $146.25 Unrealized
ALPHABET INC CLASS A 0.3%
Value ($000) $307 Shares 2,200 Est. Cost $139.69 Unrealized
KVUE Kenvue Inc 0.3%
Value ($000) $298 Shares 13,850 Est. Cost $18.40 Unrealized 0.0%
CRESY Cresud Sacifya Spon ADR 0.3%
Value ($000) $289 Shares 29,326 Est. Cost $6.40 Unrealized
MDT MEDTRONIC PLC F 0.2%
Value ($000) $257 Shares 3,121 Est. Cost $75.52 Unrealized -5.4%
NXPI NXP SEMICONDUCTORS F 0.2%
Value ($000) $256 Shares 1,116 Est. Cost $197.72 Unrealized -2.1%
IVV ISHARES CORE S&P 500 0.2%
Value ($000) $255 Shares 533 Est. Cost $426.05 Unrealized
BABA ALIBABA GROUP HLDG LTD F 0.2%
Value ($000) $243 Shares 3,125 Est. Cost $140.66 Unrealized
PINS Pinterest Inc 0.2%
Value ($000) $242 Shares 6,538 Est. Cost $31.43 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $241 Shares 2,186 Est. Cost $100.06 Unrealized -4.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $231 Shares 3,744 Est. Cost $67.24 Unrealized -22.6%
EG EVEREST GROUP LTD F 0.2%
Value ($000) $226 Shares 639 Est. Cost $344.16 Unrealized +8.7%
JCI JOHNSON CONTROLS INTER F 0.2%
Value ($000) $220 Shares 3,815 Est. Cost $57.47 Unrealized -11.8%
NVDA NVIDIA CORP 0.2%
Value ($000) $216 Shares 437 Est. Cost $28.12 Unrealized +64.7%
Super Micro Computer Inc 0.2%
Value ($000) $211 Shares 743 Est. Cost $249.25 Unrealized
INDA iShares MSCI India ETF 0.2%
Value ($000) $205 Shares 4,200 Est. Cost $48.81 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $203 Shares 969 Est. Cost $176.65 Unrealized -2.4%
BRK/B BERKSHIRE HATHAWAY 0.2%
Value ($000) $187 Shares 525 Est. Cost $326.40 Unrealized +7.5%
LOMA Loma Negra Cia Indl Ar Sponsored ADR 0.2%
Value ($000) $183 Shares 25,806 Est. Cost $6.95 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $183 Shares 2,819 Est. Cost $26.05 Unrealized +10.1%
AMGN AMGEN INC. 0.2%
Value ($000) $176 Shares 611 Est. Cost $247.17 Unrealized +3.2%
LVS Las Vegas Sands Corp Com 0.1%
Value ($000) $165 Shares 3,350 Est. Cost $56.68 Unrealized -19.9%
UBS UBS Group AG CHF 0.1%
Value ($000) $153 Shares 4,950 Est. Cost $20.86 Unrealized +26.1%
CCI CROWN CASTLE INC 0.1%
Value ($000) $153 Shares 1,325 Est. Cost $117.52 Unrealized -22.7%
XOP SPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF 0.1%
Value ($000) $152 Shares 1,110 Est. Cost $127.59 Unrealized
UPWK Upwork Inc 0.1%
Value ($000) $152 Shares 10,200 Est. Cost $12.85 Unrealized +0.4%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $143 Shares 721 Est. Cost $146.95 Unrealized +15.1%
XLF Financial Select Sector SPDR Fund ETF 0.1%
Value ($000) $138 Shares 3,660 Est. Cost $32.21 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.1%
Value ($000) $123 Shares 832 Est. Cost $84.15 Unrealized +40.1%
EL Lauder Estee Cos Inc CL A 0.1%
Value ($000) $119 Shares 813 Est. Cost $127.17 Unrealized 0.0%
IEMG ISHARES CORE MSCI 0.1%
Value ($000) $117 Shares 2,313 Est. Cost $48.79 Unrealized
SONY Sony Corp ADR New Japan ADR 0.1%
Value ($000) $117 Shares 1,233 Est. Cost $52.37 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $111 Shares 3,847 Est. Cost $19.07 Unrealized +38.4%
DBRG Digitalbridge Group Inc CL A 0.1%
Value ($000) $108 Shares 6,160 Est. Cost $16.35 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 0.1%
Value ($000) $104 Shares 344 Est. Cost $244.33 Unrealized
MMM 3M CO 0.1%
Value ($000) $104 Shares 946 Est. Cost $84.38 Unrealized -10.5%
VMI Valmont Industries Inc 0.1%
Value ($000) $101 Shares 430 Est. Cost $319.01 Unrealized -31.1%
V VISA INC 0.1%
Value ($000) $100 Shares 385 Est. Cost $217.85 Unrealized +11.4%
SHEL SHELL PLC F 0.1%
Value ($000) $99 Shares 1,505 Est. Cost $57.54 Unrealized
PUT 100 APPLE INC COM EXP [email protected] OPTION ROOT= AAPL 0.1%
Value ($000) $96 Shares 200 Est. Cost Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $96 Shares 4,798 Est. Cost $14.41 Unrealized +10.8%
ABNB AIRBNB INC 0.1%
Value ($000) $95 Shares 697 Est. Cost $131.61 Unrealized -2.0%
U Unity Software Inc 0.1%
Value ($000) $93 Shares 2,285 Est. Cost $32.02 Unrealized -3.8%
VTI VANGUARD TOTAL STOCK 0.1%
Value ($000) $91 Shares 385 Est. Cost $204.10 Unrealized
SPHR Sphere Entertainment Co CL A 0.1%
Value ($000) $89 Shares 2,615 Est. Cost $36.85 Unrealized -5.6%
IJH ISHARES CORE S&P MID-CAP 0.1%
Value ($000) $80 Shares 290 Est. Cost $249.97 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $78 Shares 833 Est. Cost $86.95 Unrealized -3.7%
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value ($000) $78 Shares 2,500 Est. Cost $32.35 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $77 Shares 489 Est. Cost $79.28 Unrealized +81.1%
CME CME GROUP INC 0.1%
Value ($000) $76 Shares 361 Est. Cost $194.65 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC N 0.1%
Value ($000) $75 Shares 800 Est. Cost $63.77 Unrealized +34.2%
NPWR Net Power Inc CL A 0.1%
Value ($000) $71 Shares 7,000 Est. Cost $11.11 Unrealized +7.9%
SHOP SHOPIFY INC F 0.1%
Value ($000) $70 Shares 900 Est. Cost $44.00 Unrealized +45.1%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $70 Shares 415 Est. Cost $136.53 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $67 Shares 128 Est. Cost $457.25 Unrealized +11.8%
FNY FIRST TR MID CAP GROWTH 0.1%
Value ($000) $66 Shares 966 Est. Cost $59.49 Unrealized
RF REGIONS FINL CO 0.1%
Value ($000) $66 Shares 3,388 Est. Cost $16.77 Unrealized -10.3%
MGK VANGUARD MEGA CAP GROWTH 0.1%
Value ($000) $65 Shares 250 Est. Cost $204.51 Unrealized
T A T & T INC 0.1%
Value ($000) $63 Shares 3,733 Est. Cost $15.70 Unrealized -9.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $61 Shares 466 Est. Cost $123.00 Unrealized -3.0%
WMT WALMART INC 0.1%
Value ($000) $59 Shares 377 Est. Cost $48.44 Unrealized +6.6%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $59 Shares 1,039 Est. Cost $48.41 Unrealized
SLB SCHLUMBERGER LTD F 0.1%
Value ($000) $57 Shares 1,100 Est. Cost $53.45 Unrealized -4.2%
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $57 Shares 930 Est. Cost $75.61 Unrealized -24.4%
TSLA TESLA INC 0.1%
Value ($000) $57 Shares 228 Est. Cost $175.28 Unrealized +35.6%
CRM SALESFORCE INC 0.0%
Value ($000) $53 Shares 201 Est. Cost $168.43 Unrealized +32.8%
FYC FIRST TR SMALL CAP GROW 0.0%
Value ($000) $52 Shares 827 Est. Cost $57.85 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $51 Shares 992 Est. Cost $45.19 Unrealized +4.1%
IGV ISHARES EXPANDED TECH 0.0%
Value ($000) $51 Shares 125 Est. Cost $321.36 Unrealized
NTR NUTRIEN LTD F 0.0%
Value ($000) $50 Shares 888 Est. Cost $69.94 Unrealized -24.9%
CQP CHENIERE ENERGY PARTN LP 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $54.19 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $50 Shares 305 Est. Cost $125.78 Unrealized +14.6%
IJR ISHARES CORE S&P 0.0%
Value ($000) $49 Shares 454 Est. Cost $96.70 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $47 Shares 2,830 Est. Cost $13.80 Unrealized +14.6%
IVW ISHARES S&P 500 GROWTH 0.0%
Value ($000) $46 Shares 615 Est. Cost $63.89 Unrealized
VCSH VGRD STC ETF DV 0.0%
Value ($000) $45 Shares 583 Est. Cost $76.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $45 Shares 175 Est. Cost $115.66 Unrealized +81.1%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $43 Shares 750 Est. Cost $43.10 Unrealized +19.6%
AMT AMERN TOWER CORP 0.0%
Value ($000) $42 Shares 196 Est. Cost $189.59 Unrealized -7.6%
INTC INTEL CORP 0.0%
Value ($000) $40 Shares 801 Est. Cost $17.18 Unrealized +133.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $39 Shares 1,063 Est. Cost $37.29 Unrealized -24.3%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $37 Shares 650 Est. Cost $61.10 Unrealized -10.9%
BBY BEST BUY CO INC 0.0%
Value ($000) $37 Shares 468 Est. Cost $71.44 Unrealized -11.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $36 Shares 456 Est. Cost $72.49 Unrealized -9.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $36 Shares 397 Est. Cost $78.91 Unrealized +1.7%
ORCL ORACLE CORP 0.0%
Value ($000) $35 Shares 329 Est. Cost $87.68 Unrealized +21.7%
GE GENERAL ELEC CO COM NEW 0.0%
Value ($000) $35 Shares 271 Est. Cost $65.91 Unrealized +38.8%
EQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD 0.0%
Value ($000) $33 Shares 1,735 Est. Cost $20.71 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $33 Shares 340 Est. Cost $84.86 Unrealized +3.8%
LAM RESEARCH CORP 0.0%
Value ($000) $33 Shares 41 Est. Cost $536.54 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $33 Shares 250 Est. Cost $81.16 Unrealized +25.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $32 Shares 450 Est. Cost $54.35 Unrealized +35.2%
CLEARBRDG MLP AD MDSTR T 0.0%
Value ($000) $32 Shares 892 Est. Cost $31.73 Unrealized
COST COSTCO WHOLESALE CO 0.0%
Value ($000) $31 Shares 47 Est. Cost $480.35 Unrealized +19.4%
CALAMOS STRATEGIC TOTAL 0.0%
Value ($000) $30 Shares 2,025 Est. Cost $14.01 Unrealized
BLACKROCK INC 0.0%
Value ($000) $30 Shares 37 Est. Cost $669.12 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $29 Shares 570 Est. Cost $44.28 Unrealized -6.6%
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $28 Shares 465 Est. Cost $58.55 Unrealized +0.1%
COHEN AND STEERS INFRAST 0.0%
Value ($000) $28 Shares 1,300 Est. Cost $21.24 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $27 Shares 61 Est. Cost $387.05 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $27 Shares 378 Est. Cost $60.67 Unrealized +5.1%
XPO XPO INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $36.01 Unrealized +126.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $26 Shares 264 Est. Cost $86.12 Unrealized -2.6%
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $25 Shares 6,443 Est. Cost $3.87 Unrealized
VIG VANGUARD DIVIDEND 0.0%
Value ($000) $25 Shares 146 Est. Cost $161.58 Unrealized
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $25 Shares 1,377 Est. Cost $17.61 Unrealized
PNW PINNACLE WEST CAP 0.0%
Value ($000) $23 Shares 326 Est. Cost $66.77 Unrealized +0.6%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $23 Shares 44 Est. Cost $555.31 Unrealized -13.4%
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $23 Shares 283 Est. Cost $71.59 Unrealized
GSK GSK PLC ADR F 0.0%
Value ($000) $23 Shares 609 Est. Cost $35.64 Unrealized
SCJ ISHARES INC MSCI JAPAN SMALL CAP ETF 0.0%
Value ($000) $22 Shares 304 Est. Cost $68.25 Unrealized
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $22 Shares 160 Est. Cost $129.16 Unrealized
PFF ISHARES PREFERRED INCOME 0.0%
Value ($000) $21 Shares 673 Est. Cost $31.24 Unrealized
VIRTUS DIVID INT & PREM 0.0%
Value ($000) $21 Shares 1,648 Est. Cost $11.76 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $21 Shares 1,690 Est. Cost $10.35 Unrealized -6.9%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $20 Shares 250 Est. Cost $82.04 Unrealized -12.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $20 Shares 700 Est. Cost $27.07 Unrealized -2.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 579 Est. Cost $29.51 Unrealized -6.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $19 Shares 550 Est. Cost $16.63 Unrealized +101.2%
NUVEEN S&P500 BUY-WRITE 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $13.09 Unrealized
STWD STARWOOD PPTY TRUST 0.0%
Value ($000) $19 Shares 899 Est. Cost $17.69 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $19 Shares 715 Est. Cost $26.16 Unrealized
EXSCIENTIA PLC F 0.0%
Value ($000) $18 Shares 2,880 Est. Cost $5.09 Unrealized
ALLETE INC 0.0%
Value ($000) $18 Shares 301 Est. Cost $64.37 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $49.75 Unrealized +12.6%
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $18 Shares 8 Est. Cost $36.51 Unrealized +14.0%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $18 Shares 695 Est. Cost $26.32 Unrealized
BLACKROCK ENHANCED INTER 0.0%
Value ($000) $18 Shares 3,339 Est. Cost $5.40 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $18 Shares 250 Est. Cost $67.15 Unrealized
KWEB KRANESHARES CSI CHINA 0.0%
Value ($000) $18 Shares 650 Est. Cost $27.27 Unrealized
MLM MARTIN MARIETTA MATERIAL 0.0%
Value ($000) $17 Shares 35 Est. Cost $344.80 Unrealized +29.1%
VTHR VANGUARD RUSSELL 3000 0.0%
Value ($000) $17 Shares 80 Est. Cost $183.30 Unrealized
VNQ VANGUARD REAL ESTATE 0.0%
Value ($000) $17 Shares 187 Est. Cost $83.54 Unrealized
BND VANGUARD TOTAL BOND 0.0%
Value ($000) $17 Shares 225 Est. Cost $73.55 Unrealized
DOW DOW INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $47.30 Unrealized -5.6%
NVO NOVO-NORDISK AS VORMAL F 0.0%
Value ($000) $16 Shares 156 Est. Cost $90.94 Unrealized
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $16 Shares 70 Est. Cost $173.63 Unrealized +20.1%
BA BOEING CO 0.0%
Value ($000) $16 Shares 60 Est. Cost $207.77 Unrealized +2.9%
CGW INVSC S P GLOBAL WATER 0.0%
Value ($000) $16 Shares 295 Est. Cost $49.86 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $119.97 Unrealized +54.4%
ERIC ERICSSON F 0.0%
Value ($000) $15 Shares 2,400 Est. Cost $11.28 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $15 Shares 341 Est. Cost $34.63 Unrealized +15.8%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $15 Shares 68 Est. Cost $189.55 Unrealized
GOVT ISHARES US TREASURY BOND 0.0%
Value ($000) $14 Shares 625 Est. Cost $23.38 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $14 Shares 210 Est. Cost $54.36 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $14 Shares 55 Est. Cost $234.24 Unrealized 0.0%
RILY B RILEY FINL 0.0%
Value ($000) $14 Shares 650 Est. Cost $37.88 Unrealized -22.8%
CB CHUBB LTD F 0.0%
Value ($000) $14 Shares 60 Est. Cost $213.74 Unrealized 0.0%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $13 Shares 129 Est. Cost $82.68 Unrealized +4.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $13 Shares 71 Est. Cost $160.00 Unrealized -1.9%
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $13 Shares 14 Est. Cost $54.79 Unrealized +15.3%
MA MASTERCARD INC 0.0%
Value ($000) $13 Shares 31 Est. Cost $372.46 Unrealized +6.6%
TGT TARGET CORP 0.0%
Value ($000) $13 Shares 92 Est. Cost $148.63 Unrealized -23.9%
BIIB BIOGEN INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $276.70 Unrealized -11.2%
NIO NIO INC F 0.0%
Value ($000) $13 Shares 1,380 Est. Cost $10.51 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $13 Shares 144 Est. Cost $69.15 Unrealized +18.6%
GABELLI CONVERTBLE & INC 0.0%
Value ($000) $12 Shares 3,413 Est. Cost $4.39 Unrealized
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $12 Shares 148 Est. Cost $65.17 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,061 Est. Cost $11.49 Unrealized
ASML ASML HOLDING N V F 0.0%
Value ($000) $12 Shares 16 Est. Cost $588.63 Unrealized
VONG VANGUARD RUSSELL 1000 0.0%
Value ($000) $12 Shares 155 Est. Cost $78.02 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $12 Shares 20 Est. Cost $355.42 Unrealized +62.3%
IRM IRON MTN INC NEW 0.0%
Value ($000) $12 Shares 170 Est. Cost $47.24 Unrealized +23.7%
JHG JANUS HENDERSON GROUP F 0.0%
Value ($000) $12 Shares 385 Est. Cost $27.16 Unrealized -4.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $12 Shares 2,575 Est. Cost $10.27 Unrealized -48.9%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $3.97 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $11 Shares 42 Est. Cost $190.64 Unrealized +27.1%
BLACKROCK MUNIHOLDINGS N 0.0%
Value ($000) $11 Shares 935 Est. Cost $11.45 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $10 Shares 160 Est. Cost $60.95 Unrealized
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.10 Unrealized -11.1%
BSV VANGUARD SHORT-TERM BOND 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.49 Unrealized
USMV ISHARES MSCI USA MIN VOL 0.0%
Value ($000) $10 Shares 128 Est. Cost $72.73 Unrealized
CP CANADIAN PACIFIC KANSA F 0.0%
Value ($000) $10 Shares 124 Est. Cost $77.51 Unrealized -6.9%
VTIP VANGUARD SHRT INF PROT 0.0%
Value ($000) $10 Shares 203 Est. Cost $47.82 Unrealized
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $10 Shares 950 Est. Cost $9.72 Unrealized
JNK SPDR BLMBRG BRCLY HGH 0.0%
Value ($000) $9 Shares 99 Est. Cost $92.82 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.57 Unrealized -16.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 244 Est. Cost $34.19 Unrealized -11.2%
EXC EXELON CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $37.40 Unrealized -5.1%
SYY SYSCO CORP 0.0%
Value ($000) $9 Shares 122 Est. Cost $70.68 Unrealized -8.2%
VPL VANGUARD FTSE PACIFIC 0.0%
Value ($000) $9 Shares 123 Est. Cost $67.81 Unrealized
NOBL PROSHARES S&P 500 DIV 0.0%
Value ($000) $9 Shares 93 Est. Cost $94.28 Unrealized
LAC LITHIUM AMERS CORP F 0.0%
Value ($000) $9 Shares 1,375 Est. Cost $7.45 Unrealized 0.0%
SPOT 01/19/2024 PUT 180 0.0%
Value ($000) $9 Shares 40 Est. Cost Unrealized
LITHIUM AMERS ARGENTIN F 0.0%
Value ($000) $9 Shares 1,375 Est. Cost $6.32 Unrealized
ROBO ROBO GBL RBOTCS AND 0.0%
Value ($000) $9 Shares 150 Est. Cost $54.72 Unrealized
STX SEAGATE TECHNOLOGY HLD F 0.0%
Value ($000) $9 Shares 100 Est. Cost $58.30 Unrealized +21.1%
ON ON SEMICONDUCTOR CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.97 Unrealized +3.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $261.47 Unrealized -3.9%
PANL PANGAEA LOGISTICS SOLUTIONS LTD SHS ISIN#BMG6891L1054 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $6.01 Unrealized 0.0%
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $57.30 Unrealized
SMH VANECK SEMICONDUCTOR 0.0%
Value ($000) $8 Shares 46 Est. Cost $144.98 Unrealized
VWO VANGUARD FTSE EMERGING 0.0%
Value ($000) $8 Shares 195 Est. Cost $40.40 Unrealized
RSP INVSC S P 500 EQUAL 0.0%
Value ($000) $8 Shares 50 Est. Cost $149.64 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 25 Est. Cost $249.44 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $8 Shares 83 Est. Cost $84.25 Unrealized -11.2%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $8 Shares 20 Est. Cost $318.84 Unrealized -0.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $8 Shares 178 Est. Cost $39.01 Unrealized -8.0%
BLACKROCK CAPITAL ALCTN 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.22 Unrealized
VGT VANGUARD INFORMATION 0.0%
Value ($000) $7 Shares 15 Est. Cost $490.60 Unrealized
BLACKROCK HEALTH SCIENCE 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.71 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $7 Shares 15 Est. Cost $442.02 Unrealized +2.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $170.53 Unrealized +1.0%
BLACKROCK INVTN AND GRWT 0.0%
Value ($000) $7 Shares 941 Est. Cost $7.70 Unrealized
VOOV VANGUARD S&P 500 VALUE 0.0%
Value ($000) $7 Shares 41 Est. Cost $168.02 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $71.08 Unrealized -1.8%
MTUM ISHARES MSCI USA MOMNTUM 0.0%
Value ($000) $7 Shares 42 Est. Cost $142.50 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 182 Est. Cost $36.67 Unrealized -17.5%
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.78 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $6 Shares 350 Est. Cost $27.66 Unrealized -47.5%
QUAL ISHARES MSCI USA QLTY 0.0%
Value ($000) $6 Shares 44 Est. Cost $124.05 Unrealized
NLY ANNALY CAPITAL MGMT 0.0%
Value ($000) $6 Shares 333 Est. Cost $19.11 Unrealized
TSM TAIWAN SEMICONDUCTR F 0.0%
Value ($000) $6 Shares 62 Est. Cost $86.89 Unrealized
ADC AGREE REALTY CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.61 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.68 Unrealized 0.0%
ABR ARBOR REALTY TR 0.0%
Value ($000) $6 Shares 403 Est. Cost $11.49 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $6 Shares 58 Est. Cost $90.53 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $6 Shares 18 Est. Cost $312.30 Unrealized -4.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 533 Est. Cost $14.23 Unrealized -24.2%
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $6 Shares 260 Est. Cost $23.94 Unrealized
XLY SPDR FUND CONSUMER 0.0%
Value ($000) $6 Shares 31 Est. Cost $149.52 Unrealized
ARKG ARK GENOMIC REVOLUTION 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.10 Unrealized
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $5 Shares 317 Est. Cost $14.46 Unrealized +6.1%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $5 Shares 270 Est. Cost $12.15 Unrealized +16.4%
IGIB ISHARES TRT IS 5-10 INV 0.0%
Value ($000) $5 Shares 102 Est. Cost $51.28 Unrealized
EZM WISDOMTREE US MIDCAP 0.0%
Value ($000) $5 Shares 92 Est. Cost $52.94 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $57.32 Unrealized +5.3%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $170.59 Unrealized +10.4%
HCSG HEALTHCARE SVC GROUP 0.0%
Value ($000) $5 Shares 500 Est. Cost $13.17 Unrealized -24.2%
LUCID GROUP INC 0.0%
Value ($000) $5 Shares 1,225 Est. Cost $5.36 Unrealized
COF CAPITAL ONE FC 0.0%
Value ($000) $5 Shares 39 Est. Cost $103.04 Unrealized +1.5%
JEPI JPMORGAN EQUITY PREMIUM 0.0%
Value ($000) $5 Shares 92 Est. Cost $55.33 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $164.97 Unrealized -49.0%
BLACKROCK ENHANCED EQUIT 0.0%
Value ($000) $5 Shares 639 Est. Cost $8.59 Unrealized
BLACKROCK ENHANCED GLOBA 0.0%
Value ($000) $5 Shares 491 Est. Cost $9.93 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $66.38 Unrealized +2.8%
DHR DANAHER CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $220.19 Unrealized -4.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 115 Est. Cost $36.09 Unrealized -1.8%
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $76.12 Unrealized +0.2%
SNY SANOFI S A F 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.20 Unrealized
AMZA INFRACAP MLP ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $31.74 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $4 Shares 305 Est. Cost $23.27 Unrealized -47.0%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $4 Shares 530 Est. Cost $8.14 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $182.57 Unrealized -16.2%
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $4 Shares 353 Est. Cost $11.35 Unrealized
CSX CSX CORP 0.0%
Value ($000) $4 Shares 123 Est. Cost $30.58 Unrealized +0.9%
FCNCA FIRST CITIZENS BKSH 0.0%
Value ($000) $4 Shares 3 Est. Cost $734.82 Unrealized +89.5%
SIZE ISHARES MSCI USA SIZE 0.0%
Value ($000) $4 Shares 31 Est. Cost $117.84 Unrealized
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.13 Unrealized
TOTALENERGIES SE F 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.75 Unrealized
REXR REXFORD INDL REALTY 0.0%
Value ($000) $4 Shares 71 Est. Cost $52.27 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $64.21 Unrealized +6.3%
PWB INVESCO LARGE CAP GROWTH 0.0%
Value ($000) $4 Shares 51 Est. Cost $70.61 Unrealized
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $4 Shares 286 Est. Cost $12.54 Unrealized
EFAV ISHARES MSCI EAF MIN VOL 0.0%
Value ($000) $4 Shares 56 Est. Cost $67.50 Unrealized
XPMQX PIMCO MUNICIPAL INCOME I 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.31 Unrealized
XJPIX NUVEEN PREFERRED AND INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.63 Unrealized
EWA ISHARES INC MSCI AUSTRALIA ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $22.94 Unrealized
BP BP PLC F 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.94 Unrealized
NKE NIKE INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $116.69 Unrealized -11.7%
HPQ HP INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $25.72 Unrealized +0.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $3 Shares 85 Est. Cost $46.91 Unrealized -24.0%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $54.89 Unrealized +4.4%
ABRDN ASIA PACIFIC INCOM 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $2.66 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 316 Est. Cost $7.39 Unrealized +7.5%
XME SPDR S&P METALS & MINING 0.0%
Value ($000) $3 Shares 52 Est. Cost $53.15 Unrealized
RWJ INVESCO S&P SMALLCAP 600 0.0%
Value ($000) $3 Shares 75 Est. Cost $62.08 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $3 Shares 63 Est. Cost $40.47 Unrealized +1.4%
NEAR BLACKROCK SHORT DURATN 0.0%
Value ($000) $3 Shares 58 Est. Cost $49.60 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $3 Shares 24 Est. Cost $107.88 Unrealized +1.7%
BNTX BIONTECH SE F 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.64 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.85 Unrealized -22.3%
JEPQ J P MORGAN NASDAQ EQT 0.0%
Value ($000) $2 Shares 46 Est. Cost $46.98 Unrealized
CLOV CLOVER HEALTH INVTS CO F 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.09 Unrealized -10.3%
SYK STRYKER CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $280.01 Unrealized -1.8%
CRON CRONOS GROUP INC F 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized -13.5%
RUN SUNRUN INC. 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.69 Unrealized 0.0%
HYG ISHARES IBOXX HIGH YIELD 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.52 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.22 Unrealized -3.3%
EEMV ISHS MSCI EMERG MRKT MIN 0.0%
Value ($000) $2 Shares 32 Est. Cost $54.98 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $61.68 Unrealized +1.1%
TLT ISHARES 20 PLS YEAR 0.0%
Value ($000) $1 Shares 15 Est. Cost $106.33 Unrealized
CEPTON INC 0.0%
Value ($000) $1 Shares 450 Est. Cost $3.80 Unrealized
PDBC INVSC ACTVLY MNG OPTM YD 0.0%
Value ($000) $1 Shares 105 Est. Cost $14.22 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $52.36 Unrealized
DBC INVESCO DB COMMODITY 0.0%
Value ($000) $1 Shares 55 Est. Cost $22.70 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.13 Unrealized -27.2%
EMB ISHARES JP MORGAN USD 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.27 Unrealized
PENN PENN ENTMT INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.00 Unrealized -25.2%
TDOC TELADOC INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.76 Unrealized -31.1%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.52 Unrealized +11.1%
GLATFELTER CORP R/S EFF 11/04/24 1 NEW CU 55939A107 MAGNERA CORP FOR 13 OLD 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.19 Unrealized
PARAMOUNT GLOBAL S/M EFF 08/08/2025 1 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD 0.0%
Value ($000) $1 Shares 65 Est. Cost $22.31 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.12 Unrealized -59.9%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $10.47 Unrealized
DXC D X C TECHNOLOGY CO 0050 0.0%
Value ($000) $1 Shares 22 Est. Cost $27.26 Unrealized -18.4%
PARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD 0.0%
Value ($000) $0 Shares 22 Est. Cost $25.82 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.05 Unrealized
VIRGIN GALACTIC HLDGS IN 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.05 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.69 Unrealized -10.4%
RIG TRANSOCEAN INC NEW F 0.0%
Value ($000) $0 Shares 39 Est. Cost $6.42 Unrealized +4.2%
CGC CANOPY GROWTH CORP F 0.0%
Value ($000) $0 Shares 26 Est. Cost $5.96 Unrealized 0.0%
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.15 Unrealized
CORENERGY INFRAST 0.0%
Value ($000) $0 Shares 340 Est. Cost $1.28 Unrealized
CNO CNO FINL GROUP 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.50 Unrealized +7.4%
DISH NETWORK CORP C/A EFF 01/02/24 1 OLD/.350877 NEW CU 278768106 ECHOSTAR CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.75 Unrealized
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.69 Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.00 Unrealized