CHESAPEAKE ASSET MANAGEMENT LLC Diversified Active

CIK: 0001079397 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Jan 5, 2026

Total Value ($000): $103,155 (100.0% shares, 0.0% debt)

Holdings (443)

MSFT Microsoft Corp 7.5%
Value ($000) $7,785 Shares 24,655 Est. Cost $43.20 Unrealized +651.3%
AAPL APPLE INC COM 5.4%
Value ($000) $5,588 Shares 32,638 Est. Cost $84.98 Unrealized +113.4%
LLY LILLY ELI & CO COM 5.3%
Value ($000) $5,512 Shares 10,262 Est. Cost $51.58 Unrealized +882.4%
MRK MERCK & CO INC NEW COM 3.9%
Value ($000) $3,988 Shares 38,732 Est. Cost $46.24 Unrealized +115.9%
PEP PEPSICO INC COM 3.8%
Value ($000) $3,936 Shares 23,229 Est. Cost $72.15 Unrealized +131.7%
LMT LOCKHEED MARTIN CORP COM 2.8%
Value ($000) $2,864 Shares 7,004 Est. Cost $76.85 Unrealized +440.1%
JPM JPMORGAN CHASE & CO COM 2.7%
Value ($000) $2,736 Shares 18,864 Est. Cost $43.63 Unrealized +226.2%
SPY SPDR S&P 500 ETF TR TR Unit 2.3%
Value ($000) $2,321 Shares 5,419 Est. Cost $393.78 Unrealized
AFL AFLAC INC COM 2.2%
Value ($000) $2,222 Shares 28,951 Est. Cost $28.26 Unrealized +149.6%
R RYDER SYS INC COM 2.0%
Value ($000) $2,069 Shares 19,350 Est. Cost $92.04 Unrealized +5.7%
J JACOBS SOLUTIONS INC COM 2.0%
Value ($000) $2,055 Shares 15,058 Est. Cost $97.30 Unrealized +8.5%
ABBV ABBVIE INC 2.0%
Value ($000) $2,020 Shares 13,551 Est. Cost $137.16 Unrealized -1.3%
ADM ARCHER-DANIELS MIDLAND CO COM 1.9%
Value ($000) $1,988 Shares 26,356 Est. Cost $23.80 Unrealized +213.5%
SPOT Spotify Technology SA 1.8%
Value ($000) $1,882 Shares 12,172 Est. Cost $114.48 Unrealized +33.0%
AVGO BROADCOM INC 1.8%
Value ($000) $1,827 Shares 2,200 Est. Cost $57.85 Unrealized +45.1%
CHD CHURCH & DWIGHT INC COM 1.7%
Value ($000) $1,791 Shares 19,541 Est. Cost $38.31 Unrealized +143.1%
CVX CHEVRON CORP 1.5%
Value ($000) $1,568 Shares 9,297 Est. Cost $148.11 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 1.5%
Value ($000) $1,524 Shares 10,864 Est. Cost $119.34 Unrealized +10.4%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 1.3%
Value ($000) $1,304 Shares 26,402 Est. Cost $51.93 Unrealized
MAS MASCO CORP COM 1.3%
Value ($000) $1,297 Shares 24,259 Est. Cost $14.92 Unrealized +270.6%
GGAL Grupo Financiero Galicia ADR 1.2%
Value ($000) $1,260 Shares 95,680 Est. Cost $13.07 Unrealized
PG PROCTER & GAMBLE 1.1%
Value ($000) $1,183 Shares 8,112 Est. Cost $134.60 Unrealized +7.1%
MDLZ MONDELEZ INTL INC CL A 1.1%
Value ($000) $1,139 Shares 16,415 Est. Cost $62.36 Unrealized +7.8%
GLD SPDR Gold Trust 1.0%
Value ($000) $1,041 Shares 6,069 Est. Cost $183.22 Unrealized
GLW CORNING INC COM 1.0%
Value ($000) $1,006 Shares 33,017 Est. Cost $20.29 Unrealized +51.3%
QQQ Invesco QQQ Trust ETF 0.9%
Value ($000) $936 Shares 2,610 Est. Cost $327.94 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $932 Shares 10,206 Est. Cost $96.48 Unrealized -4.2%
ETN EATON CORP PLC F 0.9%
Value ($000) $917 Shares 4,298 Est. Cost $163.81 Unrealized +28.0%
PNC PNC FINL SERVICES 0.9%
Value ($000) $913 Shares 7,439 Est. Cost $134.20 Unrealized -14.2%
MCD MCDONALDS CORP 0.9%
Value ($000) $902 Shares 3,423 Est. Cost $255.38 Unrealized +5.5%
APD AIR PROD & CHEMICALS 0.9%
Value ($000) $888 Shares 3,135 Est. Cost $270.66 Unrealized +1.5%
O REALTY INCOME CORP REIT 0.8%
Value ($000) $874 Shares 17,499 Est. Cost $53.82 Unrealized -6.8%
GOOGL ALPHABET INC. CLASS A 0.8%
Value ($000) $867 Shares 6,625 Est. Cost $94.12 Unrealized +36.4%
RTX RTX CORP COM 0.8%
Value ($000) $856 Shares 11,900 Est. Cost $92.29 Unrealized -12.0%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $788 Shares 6,704 Est. Cost $55.89 Unrealized +80.7%
TXN TEXAS INSTRUMENTS 0.8%
Value ($000) $778 Shares 4,893 Est. Cost $119.05 Unrealized +33.5%
SPG Simon PPTY Group Inc Sbi 0.8%
Value ($000) $778 Shares 7,200 Est. Cost $101.94 Unrealized +1.3%
GOOG ALPHABET INC. CLASS C 0.7%
Value ($000) $760 Shares 5,767 Est. Cost $105.62 Unrealized +22.2%
DIS DISNEY WALT CO DISNEY COM 0.7%
Value ($000) $756 Shares 9,324 Est. Cost $110.85 Unrealized -24.7%
META META PLATFORMS INC CLASS A 0.7%
Value ($000) $756 Shares 2,517 Est. Cost $174.03 Unrealized +71.9%
HD HOME DEPOT INC 0.7%
Value ($000) $743 Shares 2,459 Est. Cost $286.43 Unrealized +5.8%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $722 Shares 13,439 Est. Cost $45.58 Unrealized +10.4%
BBAR Banco Bbva Argentina S A Spon ADR 0.7%
Value ($000) $688 Shares 165,850 Est. Cost $4.77 Unrealized
MRSH MARSH & MC LENNAN CO 0.6%
Value ($000) $659 Shares 3,463 Est. Cost $162.66 Unrealized +13.5%
PLD PROLOGIS INC. REIT 0.6%
Value ($000) $645 Shares 5,752 Est. Cost $112.05 Unrealized +0.9%
USB U S BANCORP 0.6%
Value ($000) $644 Shares 19,466 Est. Cost $34.91 Unrealized -6.9%
MDT MEDTRONIC PLC F 0.6%
Value ($000) $643 Shares 8,210 Est. Cost $75.52 Unrealized +3.0%
ACWX ACWX - MSCI ACWI ex US ETF 0.6%
Value ($000) $618 Shares 13,141 Est. Cost $48.77 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $611 Shares 10,660 Est. Cost $69.91 Unrealized -7.9%
BMA Banco Macro S.A Spon Ads Repstg CL B Spon ADR 0.6%
Value ($000) $580 Shares 29,406 Est. Cost $22.73 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.6%
Value ($000) $568 Shares 3,647 Est. Cost $91.70 Unrealized +65.4%
AMZN AMAZON.COM INC 0.5%
Value ($000) $564 Shares 4,437 Est. Cost $102.01 Unrealized +31.4%
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $542 Shares 2,251 Est. Cost $213.40 Unrealized +8.3%
GWRE Guidewire Software Inc Com 0.5%
Value ($000) $516 Shares 5,728 Est. Cost $72.71 Unrealized +14.8%
WMB WILLIAMS COS INC 0.5%
Value ($000) $507 Shares 15,056 Est. Cost $28.38 Unrealized +8.8%
TRV TRAVELERS COMPANIES 0.5%
Value ($000) $500 Shares 3,061 Est. Cost $169.06 Unrealized -5.5%
KDP KEURIG DR PEPPER INC COM 0.5%
Value ($000) $485 Shares 15,362 Est. Cost $31.73 Unrealized -3.2%
IWM iShares TR Russell 2000 Index FD 0.4%
Value ($000) $458 Shares 2,582 Est. Cost $178.40 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $457 Shares 8,168 Est. Cost $55.41 Unrealized +0.6%
SRE SEMPRA 0.4%
Value ($000) $450 Shares 6,615 Est. Cost $67.98 Unrealized -2.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $446 Shares 3,868 Est. Cost $104.30 Unrealized +7.6%
PSX PHILLIPS 66 0.4%
Value ($000) $440 Shares 3,664 Est. Cost $97.55 Unrealized +5.9%
PAM Pampa Energia SA ADR Ars 0.4%
Value ($000) $419 Shares 11,202 Est. Cost $38.04 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.4%
Value ($000) $417 Shares 3,823 Est. Cost $95.19 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $374 Shares 2,339 Est. Cost $48.44 Unrealized +7.0%
Chindata Group Holdings Ltd 0.4%
Value ($000) $374 Shares 45,000 Est. Cost $7.16 Unrealized
VZ VERIZON COMMUNICATN 0.4%
Value ($000) $373 Shares 11,504 Est. Cost $32.70 Unrealized -11.3%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $347 Shares 1,507 Est. Cost $219.11 Unrealized +5.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $344 Shares 3,094 Est. Cost $116.41 Unrealized -5.5%
WEC W E C ENERGY GROUP INC 0.3%
Value ($000) $336 Shares 4,175 Est. Cost $83.20 Unrealized -4.2%
KEX Kirby Corp 0.3%
Value ($000) $331 Shares 4,000 Est. Cost $71.97 Unrealized +12.3%
YPF YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.3%
Value ($000) $329 Shares 26,880 Est. Cost $10.98 Unrealized
FMX 10/20/2023 PUT 105 0.3%
Value ($000) $327 Shares 3,000 Est. Cost Unrealized
Super Micro Computer Inc 0.3%
Value ($000) $325 Shares 1,187 Est. Cost $249.25 Unrealized
NPWR Net Power Inc CL A 0.3%
Value ($000) $315 Shares 20,850 Est. Cost $11.11 Unrealized +26.3%
SPHR Sphere Entertainment Co CL A 0.3%
Value ($000) $309 Shares 8,327 Est. Cost $36.85 Unrealized 0.0%
KMI KINDER MORGAN INC 0.3%
Value ($000) $304 Shares 18,324 Est. Cost $15.19 Unrealized +0.4%
LVS Las Vegas Sands Corp Com 0.3%
Value ($000) $300 Shares 6,549 Est. Cost $56.68 Unrealized -8.7%
NVDA NVIDIA Corp 0.3%
Value ($000) $294 Shares 677 Est. Cost $28.12 Unrealized +59.2%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $287 Shares 668 Est. Cost $426.05 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $280 Shares 2,895 Est. Cost $100.06 Unrealized +0.4%
EG EVEREST GROUP LTD F 0.2%
Value ($000) $237 Shares 639 Est. Cost $344.16 Unrealized +1.4%
BABA Alibaba Group Holding-SP ADR 0.2%
Value ($000) $228 Shares 2,625 Est. Cost $152.63 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $222 Shares 1,199 Est. Cost $176.65 Unrealized -1.6%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $211 Shares 3,625 Est. Cost $67.74 Unrealized -12.2%
NXPI NXP SEMICONDUCTORS F 0.2%
Value ($000) $206 Shares 1,031 Est. Cost $198.06 Unrealized 0.0%
CRESY Cresud Sacifya Spon ADR 0.2%
Value ($000) $196 Shares 29,326 Est. Cost $6.40 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $186 Shares 532 Est. Cost $326.40 Unrealized +8.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $171 Shares 644 Est. Cost $244.33 Unrealized
XOP SPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF 0.2%
Value ($000) $164 Shares 1,110 Est. Cost $127.59 Unrealized
JCI JOHNSON CONTROLS INTER F 0.2%
Value ($000) $162 Shares 3,045 Est. Cost $59.18 Unrealized 0.0%
LOMA Loma Negra Cia Indl Ar Sponsored ADR 0.2%
Value ($000) $156 Shares 25,806 Est. Cost $6.95 Unrealized
CCI CROWN CASTLE INC REIT 0.1%
Value ($000) $147 Shares 1,597 Est. Cost $117.52 Unrealized -23.1%
FAST FASTENAL CO 0.1%
Value ($000) $144 Shares 2,628 Est. Cost $25.86 Unrealized +3.7%
SNOW SNOWFLAKE INC CLASS A 0.1%
Value ($000) $140 Shares 916 Est. Cost $146.95 Unrealized +10.8%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $138 Shares 5,054 Est. Cost $29.51 Unrealized -5.7%
PFE PFIZER INC COM 0.1%
Value ($000) $136 Shares 4,105 Est. Cost $19.07 Unrealized +60.3%
XLF Financial Select Sector SPDR Fund ETF 0.1%
Value ($000) $129 Shares 3,877 Est. Cost $32.21 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 0.1%
Value ($000) $128 Shares 513 Est. Cost $249.97 Unrealized
UBS UBS Group AG CHF 0.1%
Value ($000) $122 Shares 4,950 Est. Cost $20.86 Unrealized +12.0%
LITHIUM AMERICAS CORP S/M EFF 10/04/2023 1 OLD/ 1 NEW CU 53681K100 AND 1 NEW CU 53681J103 0.1%
Value ($000) $122 Shares 7,148 Est. Cost $20.82 Unrealized
MMM 3M CO 0.1%
Value ($000) $118 Shares 1,264 Est. Cost $84.38 Unrealized -5.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $110 Shares 2,313 Est. Cost $48.79 Unrealized
CALAMOS STRATEGIC TOTAL 0.1%
Value ($000) $107 Shares 7,587 Est. Cost $14.01 Unrealized
VMI Valmont Industries Inc 0.1%
Value ($000) $104 Shares 430 Est. Cost $319.01 Unrealized -19.4%
SONY Sony Corp ADR New Japan ADR 0.1%
Value ($000) $102 Shares 1,233 Est. Cost $52.37 Unrealized
TNA DIREXION DAILY SMALL CAPBULL 3X ETF 0.1%
Value ($000) $101 Shares 3,500 Est. Cost $28.74 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $98 Shares 425 Est. Cost $217.85 Unrealized +8.4%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.1%
Value ($000) $97 Shares 1,505 Est. Cost $57.54 Unrealized
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $96 Shares 697 Est. Cost $131.61 Unrealized +4.9%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $93 Shares 4,798 Est. Cost $14.41 Unrealized +7.5%
AMD ADVANCED MICRO DEVICES I 0.1%
Value ($000) $92 Shares 892 Est. Cost $84.15 Unrealized +29.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $90 Shares 954 Est. Cost $96.70 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.1%
Value ($000) $89 Shares 541 Est. Cost $163.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $82 Shares 385 Est. Cost $204.10 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $77 Shares 833 Est. Cost $86.95 Unrealized -0.9%
PUT 100 APPLE INC COM EXP [email protected] OPTION ROOT= AAPL 0.1%
Value ($000) $76 Shares 100 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $76 Shares 486 Est. Cost $79.28 Unrealized +93.3%
APO APOLLO GLOBAL MGMT INC N 0.1%
Value ($000) $72 Shares 800 Est. Cost $63.77 Unrealized +27.1%
U Unity Software Inc 0.1%
Value ($000) $72 Shares 2,285 Est. Cost $32.02 Unrealized +20.3%
BLACKROCK INC 0.1%
Value ($000) $71 Shares 110 Est. Cost $669.12 Unrealized
VCSH VGRD STC ETF DV 0.1%
Value ($000) $68 Shares 905 Est. Cost $76.10 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value ($000) $67 Shares 2,500 Est. Cost $32.35 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $66 Shares 469 Est. Cost $123.00 Unrealized -0.7%
GSK GSK PLC SPONSORED ADR NEW 0.1%
Value ($000) $66 Shares 1,809 Est. Cost $35.64 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $64 Shares 127 Est. Cost $457.25 Unrealized +2.8%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $64 Shares 583 Est. Cost $65.91 Unrealized +34.5%
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.1%
Value ($000) $64 Shares 1,100 Est. Cost $53.45 Unrealized +1.8%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $61 Shares 415 Est. Cost $136.53 Unrealized
OXY OCCIDENTAL PETROL CO 0.1%
Value ($000) $61 Shares 935 Est. Cost $58.55 Unrealized +2.9%
FNY FIRST TR MID CAP GROWTH ALPHADEX ETF 0.1%
Value ($000) $59 Shares 966 Est. Cost $59.49 Unrealized
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $59 Shares 181 Est. Cost $318.84 Unrealized -1.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $58 Shares 991 Est. Cost $45.19 Unrealized +20.3%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $57 Shares 1,156 Est. Cost $49.45 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $57 Shares 1,984 Est. Cost $37.29 Unrealized -27.2%
MGK VANGUARD MEGA CAP GROWTHETF 0.1%
Value ($000) $57 Shares 250 Est. Cost $204.51 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $56 Shares 225 Est. Cost $174.45 Unrealized +47.3%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $56 Shares 143 Est. Cost $387.05 Unrealized
T AT&T INC COM 0.1%
Value ($000) $56 Shares 3,714 Est. Cost $15.70 Unrealized -17.5%
NTR NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086 0.1%
Value ($000) $55 Shares 888 Est. Cost $69.94 Unrealized -16.7%
CRM SALESFORCE INC 0.1%
Value ($000) $55 Shares 271 Est. Cost $168.43 Unrealized +26.7%
CQP CHENIERE ENERGY PARTN LP 0.1%
Value ($000) $54 Shares 1,000 Est. Cost $54.19 Unrealized
RF REGIONS FINL CO 0.1%
Value ($000) $53 Shares 3,067 Est. Cost $16.95 Unrealized 0.0%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $52 Shares 1,035 Est. Cost $48.41 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $51 Shares 872 Est. Cost $76.84 Unrealized -15.5%
VBR VANGUARD SMALL CAP VALUEETF 0.0%
Value ($000) $50 Shares 315 Est. Cost $159.49 Unrealized
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $49 Shares 900 Est. Cost $44.00 Unrealized +37.7%
NFLX NETFLIX INC 0.0%
Value ($000) $49 Shares 130 Est. Cost $42.39 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $49 Shares 704 Est. Cost $71.44 Unrealized -3.9%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $47 Shares 857 Est. Cost $43.10 Unrealized +24.0%
FYC FIRST TR SMALL CAP GROW ALPHADEX ETF 0.0%
Value ($000) $47 Shares 827 Est. Cost $57.85 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $46 Shares 2,803 Est. Cost $13.80 Unrealized +18.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $44 Shares 443 Est. Cost $98.89 Unrealized
IGV ISHARES TR EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $43 Shares 125 Est. Cost $321.36 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $42 Shares 615 Est. Cost $63.89 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $42 Shares 156 Est. Cost $224.03 Unrealized +3.5%
SO SOUTHERN CO 0.0%
Value ($000) $39 Shares 605 Est. Cost $60.67 Unrealized +5.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $39 Shares 88 Est. Cost $447.53 Unrealized 0.0%
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $37 Shares 650 Est. Cost $61.10 Unrealized +3.1%
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $37 Shares 362 Est. Cost $101.38 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $35 Shares 329 Est. Cost $87.68 Unrealized +28.6%
INTC INTEL CORP COM 0.0%
Value ($000) $33 Shares 936 Est. Cost $17.18 Unrealized +99.2%
TTD THE TRADE DESK INC CLASS A 0.0%
Value ($000) $33 Shares 425 Est. Cost $53.23 Unrealized +51.9%
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $32 Shares 196 Est. Cost $189.59 Unrealized -11.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $32 Shares 397 Est. Cost $78.91 Unrealized +4.1%
EQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD 0.0%
Value ($000) $32 Shares 1,735 Est. Cost $20.71 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $32 Shares 456 Est. Cost $72.49 Unrealized -10.9%
BLACKROCK CAPITAL ALCTN 0.0%
Value ($000) $32 Shares 2,175 Est. Cost $15.22 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $31 Shares 225 Est. Cost $119.25 Unrealized +17.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $30 Shares 203 Est. Cost $160.00 Unrealized -0.7%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $29 Shares 175 Est. Cost $115.66 Unrealized +34.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $29 Shares 184 Est. Cost $161.58 Unrealized
CLEARBRDG MLP AD MDSTR T 0.0%
Value ($000) $29 Shares 892 Est. Cost $31.73 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $81.16 Unrealized +20.1%
RILY B RILEY FINL 0.0%
Value ($000) $27 Shares 650 Est. Cost $37.88 Unrealized +30.0%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $27 Shares 529 Est. Cost $54.72 Unrealized
COST COSTCO WHOLESALE CO 0.0%
Value ($000) $27 Shares 47 Est. Cost $480.35 Unrealized +10.8%
LAM RESEARCH CORP 0.0%
Value ($000) $26 Shares 41 Est. Cost $536.54 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF IV 0.0%
Value ($000) $26 Shares 362 Est. Cost $71.44 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $25 Shares 245 Est. Cost $106.07 Unrealized
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $25 Shares 1,462 Est. Cost $17.61 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $25 Shares 129 Est. Cost $202.71 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $25 Shares 2,021 Est. Cost $10.35 Unrealized +7.2%
SJNK SPDR BLMRG SHR TR HG YLDBD ETF 0.0%
Value ($000) $25 Shares 1,025 Est. Cost $24.70 Unrealized
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.0%
Value ($000) $25 Shares 610 Est. Cost $41.45 Unrealized
INTF ISHARES INTERNATIONAL EQUITY FCT ETF 0.0%
Value ($000) $24 Shares 946 Est. Cost $26.81 Unrealized
PNW PINNACLE WEST CAP 0.0%
Value ($000) $24 Shares 326 Est. Cost $66.77 Unrealized +7.5%
VIGI VANGUARD INTL DIVDEND APRECTN ETF IV 0.0%
Value ($000) $24 Shares 335 Est. Cost $75.09 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $24 Shares 290 Est. Cost $84.25 Unrealized -4.7%
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 570 Est. Cost $44.28 Unrealized -8.6%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $23 Shares 951 Est. Cost $21.99 Unrealized +6.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $23 Shares 355 Est. Cost $67.15 Unrealized
XPO XPO INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $36.01 Unrealized +91.6%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $22 Shares 44 Est. Cost $555.31 Unrealized -4.8%
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $21 Shares 283 Est. Cost $71.59 Unrealized
SCJ ISHARES INC MSCI JAPAN SMALL CAP ETF 0.0%
Value ($000) $21 Shares 304 Est. Cost $68.25 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF IV 0.0%
Value ($000) $20 Shares 673 Est. Cost $31.24 Unrealized
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.0%
Value ($000) $20 Shares 227 Est. Cost $94.28 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $20 Shares 2,575 Est. Cost $10.27 Unrealized -4.9%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 160 Est. Cost $129.16 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $19 Shares 200 Est. Cost $82.60 Unrealized +10.4%
NUVEEN S&P500 BUY-WRITE 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $13.09 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $19 Shares 250 Est. Cost $82.04 Unrealized -9.4%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $19 Shares 700 Est. Cost $27.07 Unrealized +0.2%
VIRTUS DIVID INT & PREM 0.0%
Value ($000) $19 Shares 1,648 Est. Cost $11.76 Unrealized
SNY SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $18 Shares 331 Est. Cost $54.20 Unrealized
GXO GXO LOGISTICS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $49.75 Unrealized +25.7%
STWD STARWOOD PPTY TRUST REIT 0.0%
Value ($000) $17 Shares 899 Est. Cost $17.69 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $17 Shares 350 Est. Cost $50.57 Unrealized -8.8%
BLACKROCK ENHANCED INTER 0.0%
Value ($000) $17 Shares 3,339 Est. Cost $5.40 Unrealized
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $16 Shares 550 Est. Cost $16.63 Unrealized +77.6%
ALLETE INC 0.0%
Value ($000) $16 Shares 301 Est. Cost $64.37 Unrealized
DOW DOW INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.30 Unrealized -2.1%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $15 Shares 695 Est. Cost $26.32 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 210 Est. Cost $65.17 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $15 Shares 80 Est. Cost $183.30 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $15 Shares 339 Est. Cost $34.63 Unrealized +19.8%
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $15 Shares 8 Est. Cost $36.51 Unrealized +6.8%
MLM MARTIN MARIETTA MATERIAL 0.0%
Value ($000) $14 Shares 35 Est. Cost $344.80 Unrealized +26.5%
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 156 Est. Cost $90.94 Unrealized
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $14 Shares 70 Est. Cost $173.63 Unrealized +23.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 184 Est. Cost $83.45 Unrealized
EXSCIENTIA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 3,086 Est. Cost $5.09 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $14 Shares 625 Est. Cost $23.38 Unrealized
CGW INVSC S P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $14 Shares 295 Est. Cost $49.86 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $13 Shares 475 Est. Cost $27.37 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.0%
Value ($000) $13 Shares 68 Est. Cost $189.55 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $276.70 Unrealized -3.3%
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $13 Shares 14 Est. Cost $54.79 Unrealized +14.5%
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $12 Shares 1,380 Est. Cost $10.51 Unrealized
GABELLI CONVERTBLE & INC 0.0%
Value ($000) $12 Shares 3,304 Est. Cost $4.42 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $12 Shares 144 Est. Cost $69.15 Unrealized +13.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $12 Shares 139 Est. Cost $88.17 Unrealized -5.2%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $12 Shares 31 Est. Cost $372.46 Unrealized +6.4%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $12 Shares 129 Est. Cost $82.68 Unrealized +2.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $12 Shares 210 Est. Cost $54.36 Unrealized
CINF CINCINNATI FINL 0.0%
Value ($000) $12 Shares 115 Est. Cost $98.34 Unrealized 0.0%
ERIC ERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW 0.0%
Value ($000) $12 Shares 2,400 Est. Cost $11.28 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,061 Est. Cost $11.49 Unrealized
EZM WISDOMTREE US MIDCAP ETF 0.0%
Value ($000) $12 Shares 227 Est. Cost $52.94 Unrealized
BA BOEING CO 0.0%
Value ($000) $12 Shares 60 Est. Cost $207.77 Unrealized +5.3%
FDX FEDEX CORP 0.0%
Value ($000) $11 Shares 42 Est. Cost $190.64 Unrealized +29.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $70.22 Unrealized -16.7%
ZS ZSCALER INC 0.0%
Value ($000) $11 Shares 70 Est. Cost $119.97 Unrealized +25.0%
CANOPY GROWTH CORP F 0.0%
Value ($000) $10 Shares 13,410 Est. Cost $0.93 Unrealized
EFAV ISHARES MSCI EAF MIN VOLFCT ETF 0.0%
Value ($000) $10 Shares 159 Est. Cost $67.50 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $355.42 Unrealized +47.6%
TGT TARGET CORP 0.0%
Value ($000) $10 Shares 92 Est. Cost $148.63 Unrealized -21.7%
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $10 Shares 170 Est. Cost $47.24 Unrealized +19.2%
FIS FIDELITY NATL INFO 0.0%
Value ($000) $10 Shares 182 Est. Cost $60.38 Unrealized -9.9%
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $10 Shares 72 Est. Cost $142.50 Unrealized
JHG JANUS HENDERSON GROUP F 0.0%
Value ($000) $10 Shares 385 Est. Cost $27.16 Unrealized +0.7%
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.49 Unrealized
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $10 Shares 203 Est. Cost $47.82 Unrealized
BLACKROCK MUNIHOLDINGS N 0.0%
Value ($000) $9 Shares 935 Est. Cost $11.45 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $37.40 Unrealized -0.4%
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $9 Shares 16 Est. Cost $588.63 Unrealized
ON ON SEMICONDUCTOR CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.97 Unrealized +27.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $60.95 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $9 Shares 128 Est. Cost $72.73 Unrealized
CP CANADIAN PACIFIC KANSA F 0.0%
Value ($000) $9 Shares 124 Est. Cost $77.51 Unrealized +0.7%
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $9 Shares 950 Est. Cost $9.72 Unrealized
PWB INVESCO LARGE CAP GROWTHETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $70.61 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $3.97 Unrealized
JNK SPDR BLMBRG BRCLY HGH YLD BND ETF 0.0%
Value ($000) $9 Shares 99 Est. Cost $92.82 Unrealized
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $9 Shares 100 Est. Cost $99.10 Unrealized -6.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $8 Shares 123 Est. Cost $67.81 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $8 Shares 300 Est. Cost $25.90 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $8 Shares 244 Est. Cost $34.19 Unrealized -10.8%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 122 Est. Cost $70.68 Unrealized -5.1%
PUT NEXTERA ENERGY INC $60 EXP 01/19/24 0.0%
Value ($000) $8 Shares 12 Est. Cost Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 195 Est. Cost $40.40 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $261.47 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $7 Shares 56 Est. Cost $136.24 Unrealized +2.7%
BLACKROCK HEALTH SCIENCE 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.71 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $149.64 Unrealized
ZION ZIONS BANCORP N A 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.76 Unrealized -23.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $249.44 Unrealized
NU NU HOLDINGS LTD FCLASS A 0.0%
Value ($000) $7 Shares 933 Est. Cost $7.48 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $7 Shares 46 Est. Cost $144.98 Unrealized
RWJ INVESCO S&P SMALLCAP 600REV ETF 0.0%
Value ($000) $7 Shares 183 Est. Cost $62.08 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 178 Est. Cost $39.01 Unrealized 0.0%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $7 Shares 15 Est. Cost $442.02 Unrealized -4.6%
STX SEAGATE TECHNOLOGY HLD F 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.30 Unrealized +3.3%
OKTA OKTA INC CLASS A 0.0%
Value ($000) $7 Shares 80 Est. Cost $76.12 Unrealized -0.4%
PUT JOHNSON CONTROLS INT$57.5 EXP 10/20/23 0.0%
Value ($000) $6 Shares 16 Est. Cost Unrealized
BTI BRIT AMER TOBACCO FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.12 Unrealized
NLY ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $6 Shares 333 Est. Cost $19.11 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $170.53 Unrealized +3.8%
ABR ARBOR REALTY TR REIT 0.0%
Value ($000) $6 Shares 403 Est. Cost $11.49 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 89 Est. Cost $71.08 Unrealized +2.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $6 Shares 182 Est. Cost $36.67 Unrealized -5.5%
PUT OKTA INC $100 EXP 01/19/24 0.0%
Value ($000) $6 Shares 3 Est. Cost Unrealized
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.78 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.36 Unrealized
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $6 Shares 260 Est. Cost $23.94 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $6 Shares 44 Est. Cost $124.05 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $6 Shares 533 Est. Cost $14.23 Unrealized -12.3%
ADC AGREE REALTY CORP REIT 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.61 Unrealized
BOTZ GLOBAL X ROBOTICS ARTFCLINTLGNC ETF 0.0%
Value ($000) $5 Shares 222 Est. Cost $24.77 Unrealized
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $5 Shares 27 Est. Cost $170.59 Unrealized +18.1%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $5 Shares 315 Est. Cost $14.46 Unrealized +11.2%
ITOT ISHARES CORE S&P TOTAL US STOCK MARK 0.0%
Value ($000) $5 Shares 58 Est. Cost $90.53 Unrealized
TSM TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $5 Shares 62 Est. Cost $86.89 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $5 Shares 270 Est. Cost $12.15 Unrealized +14.2%
OGN ORGANON & CO COM 0.0%
Value ($000) $5 Shares 305 Est. Cost $23.27 Unrealized -20.3%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $5 Shares 18 Est. Cost $312.30 Unrealized 0.0%
HCSG HEALTHCARE SVC GROUP 0.0%
Value ($000) $5 Shares 500 Est. Cost $13.17 Unrealized -5.5%
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $164.97 Unrealized -32.4%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $149.52 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $5 Shares 890 Est. Cost $5.80 Unrealized
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $51.28 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $220.19 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 616 Est. Cost $7.39 Unrealized +18.9%
BLACKROCK ENHANCED EQUIT 0.0%
Value ($000) $5 Shares 639 Est. Cost $8.59 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.33 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $5 Shares 350 Est. Cost $27.66 Unrealized -40.1%
HMC HONDA MOTOR CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $5 Shares 142 Est. Cost $33.63 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $57.32 Unrealized +1.1%
PUT TRUIST FINL CORP $30 EXP 01/19/24 0.0%
Value ($000) $5 Shares 15 Est. Cost Unrealized
BLACKROCK ENHANCED GLOBA 0.0%
Value ($000) $5 Shares 491 Est. Cost $9.93 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.10 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.72 Unrealized +44.0%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $54.98 Unrealized
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $4 Shares 530 Est. Cost $8.14 Unrealized
PUT RTX CORP $80 EXP 01/19/24 0.0%
Value ($000) $4 Shares 5 Est. Cost Unrealized
AMZA INFRACAP MLP ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $31.74 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $4 Shares 45 Est. Cost $116.69 Unrealized -15.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 115 Est. Cost $36.09 Unrealized +17.3%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $4 Shares 11 Est. Cost $313.51 Unrealized +21.9%
FCNCA FIRST CITIZENS BKSH CLASS A 0.0%
Value ($000) $4 Shares 3 Est. Cost $734.82 Unrealized +85.3%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $182.57 Unrealized +2.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $66.38 Unrealized 0.0%
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.13 Unrealized
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.75 Unrealized
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $4 Shares 279 Est. Cost $12.51 Unrealized
BP BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.94 Unrealized
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $4 Shares 353 Est. Cost $11.35 Unrealized
COF CAPITAL ONE FC 0.0%
Value ($000) $4 Shares 39 Est. Cost $103.04 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $4 Shares 123 Est. Cost $30.58 Unrealized 0.0%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $117.84 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING 0.0%
Value ($000) $4 Shares 143 Est. Cost $22.70 Unrealized
BLACKROCK INVTN AND GRWT 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.03 Unrealized
REXR REXFORD INDL REALTY REIT 0.0%
Value ($000) $3 Shares 70 Est. Cost $52.21 Unrealized
XJPIX NUVEEN PREFERRED AND INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.63 Unrealized
XPMQX PIMCO MUNICIPAL INCOME I 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.31 Unrealized
EWA ISHARES INC MSCI AUSTRALIA ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $22.94 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $3 Shares 85 Est. Cost $46.91 Unrealized -3.5%
PUT CROWN CASTLE INC $100 EXP 01/19/24 0.0%
Value ($000) $3 Shares 3 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $2979.20 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $54.89 Unrealized +3.4%
ABRDN ASIA PACIFIC INCOM 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $2.66 Unrealized
HPQ HP INC. 0.0%
Value ($000) $3 Shares 114 Est. Cost $25.72 Unrealized +8.7%
NEAR BLACKROCK SHORT MATURITYBOND ETF 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 0.0%
AAP ADVANCE AUTO PARTS 0.0%
Value ($000) $3 Shares 50 Est. Cost $130.82 Unrealized -51.4%
XME SPDR S&P METALS & MININGETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $53.15 Unrealized
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.64 Unrealized
CLOV CLOVER HEALTH INVTS CO FCLASS A 0.0%
Value ($000) $3 Shares 2,400 Est. Cost $1.09 Unrealized +8.7%
WFC WELLS FARGO & CO 0.0%
Value ($000) $3 Shares 63 Est. Cost $40.47 Unrealized +0.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 43 Est. Cost $58.79 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $2 Shares 90 Est. Cost $31.85 Unrealized -3.0%
PUT MCDONALDS CORP $245 EXP 06/21/24 0.0%
Value ($000) $2 Shares 3 Est. Cost Unrealized
PUT AMERN TOWER CORP $145 EXP 06/21/24 0.0%
Value ($000) $2 Shares 3 Est. Cost Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.48 Unrealized +18.4%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF IV 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.91 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $224.11 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized -12.9%
SYK STRYKER CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $280.01 Unrealized 0.0%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $2 Shares 64 Est. Cost $38.22 Unrealized -13.1%
PUT CVS HEALTH CORP $50 EXP 06/21/24 0.0%
Value ($000) $2 Shares 20 Est. Cost Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.52 Unrealized
PUT QUALCOMM INC $100 EXP 01/19/24 0.0%
Value ($000) $2 Shares 15 Est. Cost Unrealized
PUT PROSHR QQQ 3X $36.5 EXP 09/29/23 0.0%
Value ($000) $2 Shares 20 Est. Cost Unrealized
CEPTON INC 0.0%
Value ($000) $2 Shares 450 Est. Cost $3.80 Unrealized
PUT REALTY INCOME CORP $45 EXP 01/19/24 0.0%
Value ($000) $2 Shares 9 Est. Cost Unrealized
CALL CANOPY GROWTH CORP $1.5 EXP 11/17/23 0.0%
Value ($000) $2 Shares 130 Est. Cost Unrealized
PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF IV 0.0%
Value ($000) $2 Shares 105 Est. Cost $14.22 Unrealized
PUT NXP SEMICONDUCTORS $160 EXP 01/19/24 0.0%
Value ($000) $1 Shares 3 Est. Cost Unrealized
PUT PAYPAL HOLDINGS INCO$60 EXP 01/19/24 0.0%
Value ($000) $1 Shares 6 Est. Cost Unrealized
PUT SNOWFLAKE INC $100 EXP 06/21/24 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $106.33 Unrealized
PUT FIRST HAWAIIAN INCOR$17.5 EXP 10/20/23 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
CHARGEPOINT HOLDINGS INCCLASS A 0.0%
Value ($000) $1 Shares 250 Est. Cost $10.47 Unrealized
PUT PNC FINL SERVICES $100 EXP 01/19/24 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
TWLO TWILIO INC CLASS A 0.0%
Value ($000) $1 Shares 21 Est. Cost $61.68 Unrealized +1.0%
PUT CHARLES SCHWAB CORP $40 EXP 01/19/24 0.0%
Value ($000) $1 Shares 14 Est. Cost Unrealized
PUT IBM CORP $100 EXP 06/21/24 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKE 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.27 Unrealized
CALL ABBVIE INC $165 EXP 11/17/23 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
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
PENN PENN ENTMT INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.00 Unrealized -21.9%
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.13 Unrealized -20.4%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 64 Est. Cost $14.67 Unrealized
TDOC TELADOC INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.76 Unrealized -12.8%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.52 Unrealized +9.4%
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
PUT CORNING INC $27 EXP 01/19/24 0.0%
Value ($000) $1 Shares 12 Est. Cost Unrealized
PUT OCCIDENTAL PETROL CO$47.5 EXP 01/19/24 0.0%
Value ($000) $1 Shares 19 Est. Cost Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.12 Unrealized -41.2%
PUT ADVANCED MICRO DEVIC$45 EXP 01/19/24 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
PUT EXXON MOBIL CORP $90 EXP 01/19/24 0.0%
Value ($000) $1 Shares 11 Est. Cost Unrealized
VMWARE INC C/A EFF 11/22/23 1 OLD/USD 142.5 0.0%
Value ($000) $0 Shares 3 Est. Cost $124.67 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.07 Unrealized +50.3%
PUT ABBVIE INC $100 EXP 06/21/24 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
DXC D X C TECHNOLOGY CO 0050 0.0%
Value ($000) $0 Shares 22 Est. Cost $27.26 Unrealized -15.8%
DESKTOP METAL INC CLASS A 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.46 Unrealized
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
CALL EXXON MOBIL CORP $120 EXP 10/20/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RIG TRANSOCEAN LTD REG SHS ISIN#CH0048265513 0.0%
Value ($000) $0 Shares 39 Est. Cost $6.42 Unrealized +27.3%
CORENERGY INFRAST REIT 0.0%
Value ($000) $0 Shares 340 Est. Cost $1.28 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.69 Unrealized -3.7%
PUT MEDTRONIC PLC $70 EXP 01/19/24 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VIRGIN GALACTIC HLDGS INCLASS A 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.05 Unrealized
CALL ALPHABET INC. $145 EXP 10/20/23 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PUT AMAZON.COM INC $80 EXP 01/19/24 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
PUT PAYCHEX INC $80 EXP 01/19/24 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
PUT STARBUCKS CORP $60 EXP 01/19/24 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALL BANK OF AMERICA COR$31 EXP 10/20/23 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
PUT CISCO SYSTEMS INC $40 EXP 01/19/24 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.15 Unrealized
PUT SPOTIFY TECHNOLOGY $100 EXP 01/19/24 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CNO CNO FINL GROUP 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.50 Unrealized +1.9%
CALL CHEVRON CORP $175 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CALL DRXN SMLCAP BULL 3X$33.5 EXP 10/06/23 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
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
PUT CANADIAN NATURAL RES$45 EXP 01/19/24 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.69 Unrealized
CALL VERIZON COMMUNICATN$35 EXP 10/20/23 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
PUT ALPHABET INC. $80 EXP 01/19/24 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CALL PNC FINL SERVICES $135 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PUT MICROSOFT CORP $150 EXP 01/19/24 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CALL SNOWFLAKE INC $190 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CALL AMAZON.COM INC $150 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.00 Unrealized
CALL REALTY INCOME CORP $57.5 EXP 10/20/23 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CALL IBM CORP $155 EXP 10/20/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CALL PEPSICO INC $190 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CALL PFIZER INC $40 EXP 10/20/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CALL THE COCA-COLA CO $62.5 EXP 10/20/23 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CALL APPLE INC $195 EXP 10/20/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PUT META PLATFORMS INC $70 EXP 01/19/24 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CALL MERCK & CO. INC. $120 EXP 10/20/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized