CHESAPEAKE ASSET MANAGEMENT LLC Diversified Active

CIK: 0001079397 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Jan 5, 2026

Total Value ($000): $109,332 (100.0% shares, 0.0% debt)

Holdings (422)

MSFT Microsoft Corp 8.6%
Value ($000) $9,406 Shares 32,625 Est. Cost $43.20 Unrealized +477.4%
AAPL APPLE INC COM 5.1%
Value ($000) $5,623 Shares 34,097 Est. Cost $76.13 Unrealized +91.1%
MRK MERCK & CO INC NEW COM 4.3%
Value ($000) $4,753 Shares 44,674 Est. Cost $46.24 Unrealized +113.4%
LMT LOCKHEED MARTIN CORP COM 4.1%
Value ($000) $4,511 Shares 9,542 Est. Cost $76.85 Unrealized +463.8%
PEP PEPSICO INC COM 4.1%
Value ($000) $4,440 Shares 24,357 Est. Cost $72.15 Unrealized +120.0%
LLY LILLY ELI & CO COM 3.5%
Value ($000) $3,842 Shares 11,188 Est. Cost $42.21 Unrealized +681.5%
AFL AFLAC INC COM 2.7%
Value ($000) $2,900 Shares 44,947 Est. Cost $28.26 Unrealized +127.4%
SPOT Spotify Technology SA 2.6%
Value ($000) $2,872 Shares 21,493 Est. Cost $114.48 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 2.3%
Value ($000) $2,545 Shares 19,533 Est. Cost $43.63 Unrealized +193.8%
J JACOBS SOLUTIONS INC COM 2.2%
Value ($000) $2,400 Shares 20,423 Est. Cost $97.30 Unrealized 0.0%
ADM ARCHER-DANIELS MIDLAND CO COM 2.0%
Value ($000) $2,220 Shares 27,871 Est. Cost $23.80 Unrealized +212.6%
SPY SPDR S&P 500 ETF TR TR Unit 1.9%
Value ($000) $2,036 Shares 4,961 Est. Cost $390.41 Unrealized
CHD CHURCH & DWIGHT INC COM 1.8%
Value ($000) $1,991 Shares 22,516 Est. Cost $38.31 Unrealized +110.6%
GLD SPDR Gold Trust 1.7%
Value ($000) $1,827 Shares 9,971 Est. Cost $183.22 Unrealized
R RYDER SYS INC COM 1.6%
Value ($000) $1,727 Shares 19,350 Est. Cost $92.04 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 1.5%
Value ($000) $1,641 Shares 31,602 Est. Cost $51.93 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 1.5%
Value ($000) $1,617 Shares 12,334 Est. Cost $119.34 Unrealized +1.2%
ABBV ABBVIE INC 1.4%
Value ($000) $1,554 Shares 9,752 Est. Cost $138.12 Unrealized 0.0%
AVGO BROADCOM INC 1.3%
Value ($000) $1,452 Shares 2,264 Est. Cost $57.59 Unrealized 0.0%
CVX CHEVRON CORP 1.3%
Value ($000) $1,369 Shares 8,391 Est. Cost $148.45 Unrealized 0.0%
LVS Las Vegas Sands Corp Com 1.2%
Value ($000) $1,332 Shares 23,193 Est. Cost $56.68 Unrealized -5.7%
RTX RTX CORP COM 1.2%
Value ($000) $1,288 Shares 13,155 Est. Cost $92.29 Unrealized 0.0%
MAS MASCO CORP COM 1.1%
Value ($000) $1,206 Shares 24,259 Est. Cost $14.92 Unrealized +227.8%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $1,182 Shares 7,948 Est. Cost $133.20 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 1.1%
Value ($000) $1,173 Shares 6,306 Est. Cost $119.05 Unrealized +35.5%
GLW CORNING INC COM 1.0%
Value ($000) $1,095 Shares 31,046 Est. Cost $19.64 Unrealized +63.5%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $1,061 Shares 9,673 Est. Cost $53.69 Unrealized +86.6%
BABA Alibaba Group Holding-SP ADR 0.9%
Value ($000) $988 Shares 9,674 Est. Cost $152.63 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.9%
Value ($000) $988 Shares 9,872 Est. Cost $110.85 Unrealized -11.1%
BLD TOPBUILD CORP COM 0.9%
Value ($000) $942 Shares 4,527 Est. Cost $40.60 Unrealized +376.3%
GWRE Guidewire Software Inc Com 0.9%
Value ($000) $942 Shares 11,482 Est. Cost $72.71 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.9%
Value ($000) $930 Shares 13,344 Est. Cost $61.12 Unrealized 0.0%
PNC PNC FINL SERVICES 0.8%
Value ($000) $920 Shares 7,240 Est. Cost $134.62 Unrealized 0.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $905 Shares 8,692 Est. Cost $97.06 Unrealized 0.0%
SPG Simon PPTY Group Inc Sbi 0.7%
Value ($000) $808 Shares 7,220 Est. Cost $101.94 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.7%
Value ($000) $802 Shares 2,793 Est. Cost $270.16 Unrealized 0.0%
O REALTY INCOME CORP REIT 0.7%
Value ($000) $799 Shares 12,624 Est. Cost $55.14 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $777 Shares 19,971 Est. Cost $32.70 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $727 Shares 9,437 Est. Cost $70.65 Unrealized 0.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $727 Shares 2,598 Est. Cost $250.51 Unrealized 0.0%
GGAL Grupo Financiero Galicia ADR 0.6%
Value ($000) $698 Shares 63,580 Est. Cost $10.98 Unrealized
GOOGL ALPHABET INC. CLASS A 0.6%
Value ($000) $697 Shares 6,717 Est. Cost $94.12 Unrealized +1.2%
QQQ Invesco QQQ Trust ETF 0.6%
Value ($000) $687 Shares 2,139 Est. Cost $321.28 Unrealized
ETN EATON CORP PLC F 0.6%
Value ($000) $672 Shares 3,923 Est. Cost $160.16 Unrealized 0.0%
UPS UNITED PARCEL SRVC CLASS B 0.6%
Value ($000) $651 Shares 3,356 Est. Cost $85.57 Unrealized +84.8%
HD HOME DEPOT INC 0.6%
Value ($000) $650 Shares 2,201 Est. Cost $284.64 Unrealized 0.0%
ACWX ACWX - MSCI ACWI ex US ETF 0.6%
Value ($000) $641 Shares 13,141 Est. Cost $48.77 Unrealized
PLD PROLOGIS INC. REIT 0.6%
Value ($000) $635 Shares 5,090 Est. Cost $111.93 Unrealized 0.0%
CCI CROWN CASTLE INC REIT 0.6%
Value ($000) $632 Shares 4,722 Est. Cost $117.52 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $625 Shares 11,964 Est. Cost $44.85 Unrealized 0.0%
KO COCA COLA CO COM 0.5%
Value ($000) $582 Shares 9,382 Est. Cost $55.41 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.5%
Value ($000) $578 Shares 2,728 Est. Cost $169.12 Unrealized 0.0%
SONY Sony Corp ADR New Japan ADR 0.5%
Value ($000) $567 Shares 6,247 Est. Cost $52.37 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $556 Shares 16,310 Est. Cost $37.29 Unrealized 0.0%
MDT MEDTRONIC PLC F 0.5%
Value ($000) $541 Shares 6,716 Est. Cost $74.52 Unrealized 0.0%
FMX Fomento Economico Mexicano SAB de CV 0.5%
Value ($000) $530 Shares 5,573 Est. Cost $95.19 Unrealized
MRSH MARSH & MC LENNAN CO 0.4%
Value ($000) $492 Shares 2,952 Est. Cost $159.32 Unrealized 0.0%
AMZN AMAZON.COM INC 0.4%
Value ($000) $491 Shares 4,752 Est. Cost $96.61 Unrealized 0.0%
IWM iShares TR Russell 2000 Index FD 0.4%
Value ($000) $470 Shares 2,632 Est. Cost $178.40 Unrealized
VMI Valmont Industries Inc 0.4%
Value ($000) $441 Shares 1,381 Est. Cost $319.01 Unrealized 0.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $437 Shares 3,817 Est. Cost $104.30 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $433 Shares 1,946 Est. Cost $211.47 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 0.4%
Value ($000) $424 Shares 4,074 Est. Cost $95.84 Unrealized 0.0%
SRE SEMPRA 0.4%
Value ($000) $422 Shares 2,795 Est. Cost $69.76 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $420 Shares 3,295 Est. Cost $116.41 Unrealized 0.0%
BBAR Banco Bbva Argentina S A Spon ADR 0.4%
Value ($000) $400 Shares 102,150 Est. Cost $3.92 Unrealized
USB U S BANCORP 0.3%
Value ($000) $379 Shares 10,513 Est. Cost $38.63 Unrealized 0.0%
BLACKROCK INC 0.3%
Value ($000) $371 Shares 554 Est. Cost $669.12 Unrealized
WEC W E C ENERGY GROUP INC 0.3%
Value ($000) $358 Shares 3,774 Est. Cost $83.54 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.3%
Value ($000) $349 Shares 9,887 Est. Cost $32.33 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $325 Shares 3,214 Est. Cost $100.00 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $312 Shares 1,282 Est. Cost $217.67 Unrealized 0.0%
YPF YPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR 0.3%
Value ($000) $295 Shares 26,880 Est. Cost $10.98 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $295 Shares 4,250 Est. Cost $45.19 Unrealized +36.1%
TRV TRAVELERS COMPANIES 0.3%
Value ($000) $294 Shares 1,716 Est. Cost $172.02 Unrealized 0.0%
Tcv Acquisition Corp 0.3%
Value ($000) $293 Shares 28,590 Est. Cost $10.24 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $282 Shares 6,901 Est. Cost $19.07 Unrealized +91.6%
WMB WILLIAMS COS INC 0.2%
Value ($000) $266 Shares 8,896 Est. Cost $27.14 Unrealized 0.0%
BMA Banco Macro S.A Spon Ads Repstg CL B Spon ADR 0.2%
Value ($000) $258 Shares 14,506 Est. Cost $17.81 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $240 Shares 1,255 Est. Cost $176.65 Unrealized 0.0%
KMI KINDER MORGAN INC 0.2%
Value ($000) $234 Shares 13,373 Est. Cost $15.24 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $233 Shares 2,972 Est. Cost $69.36 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.2%
Value ($000) $231 Shares 4,700 Est. Cost $53.45 Unrealized -7.6%
TME Tencent Music Entertainment Group 0.2%
Value ($000) $225 Shares 27,171 Est. Cost $8.28 Unrealized
NTR NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086 0.2%
Value ($000) $208 Shares 2,822 Est. Cost $69.94 Unrealized 0.0%
PAM Pampa Energia SA ADR Ars 0.2%
Value ($000) $189 Shares 5,720 Est. Cost $32.98 Unrealized
CRESY Cresud Sacifya Spon ADR 0.2%
Value ($000) $183 Shares 28,694 Est. Cost $6.37 Unrealized
DISH NETWORK CORP C/A EFF 01/02/24 1 OLD/.350877 NEW CU 278768106 ECHOSTAR CORP 0.2%
Value ($000) $181 Shares 19,376 Est. Cost $42.75 Unrealized
LOMA Loma Negra Cia Indl Ar Sponsored ADR 0.2%
Value ($000) $179 Shares 25,806 Est. Cost $6.95 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $179 Shares 1,152 Est. Cost $79.28 Unrealized +86.5%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $178 Shares 3,090 Est. Cost $57.54 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $176 Shares 1,736 Est. Cost $91.66 Unrealized 0.0%
MMM 3M CO COM 0.2%
Value ($000) $172 Shares 1,633 Est. Cost $84.88 Unrealized 0.0%
EG EVEREST RE GROUP LTD F 0.1%
Value ($000) $164 Shares 458 Est. Cost $342.30 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $157 Shares 644 Est. Cost $244.33 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $155 Shares 559 Est. Cost $21.62 Unrealized 0.0%
TreeHouse Foods Inc 0.1%
Value ($000) $151 Shares 3,000 Est. Cost $50.43 Unrealized
PRGO Perrigo Company PLC 0.1%
Value ($000) $147 Shares 4,100 Est. Cost $36.16 Unrealized 0.0%
THD iShares MSCI Thailand Capped ETF 0.1%
Value ($000) $147 Shares 2,000 Est. Cost $73.35 Unrealized
DOV DOVER CORP COM 0.1%
Value ($000) $146 Shares 964 Est. Cost $141.72 Unrealized 0.0%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $144 Shares 1,504 Est. Cost $65.91 Unrealized 0.0%
XOP SPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF 0.1%
Value ($000) $142 Shares 1,110 Est. Cost $127.59 Unrealized
SNOW SNOWFLAKE INC CLASS A 0.1%
Value ($000) $140 Shares 908 Est. Cost $146.61 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $136 Shares 1,403 Est. Cost $86.95 Unrealized 0.0%
CARR CARRIER GLOBAL CORP COM 0.1%
Value ($000) $131 Shares 2,863 Est. Cost $43.10 Unrealized 0.0%
LITHIUM AMERICAS CORP S/M EFF 10/04/2023 1 OLD/ 1 NEW CU 53681K100 AND 1 NEW CU 53681J103 0.1%
Value ($000) $125 Shares 5,773 Est. Cost $21.73 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $121 Shares 1,461 Est. Cost $78.60 Unrealized 0.0%
INTC INTEL CORP COM 0.1%
Value ($000) $120 Shares 3,676 Est. Cost $17.18 Unrealized +60.2%
XLF Financial Select Sector SPDR Fund ETF 0.1%
Value ($000) $118 Shares 3,660 Est. Cost $32.15 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $113 Shares 2,313 Est. Cost $48.79 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $110 Shares 1,303 Est. Cost $78.91 Unrealized 0.0%
V VISA INC CLASS A 0.1%
Value ($000) $107 Shares 472 Est. Cost $217.85 Unrealized 0.0%
UBS UBS Group AG CHF 0.1%
Value ($000) $106 Shares 4,950 Est. Cost $20.86 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $99 Shares 700 Est. Cost $135.20 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $98 Shares 319 Est. Cost $308.18 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAPETF 0.1%
Value ($000) $98 Shares 391 Est. Cost $250.16 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $97 Shares 1,274 Est. Cost $76.84 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $92 Shares 954 Est. Cost $96.70 Unrealized
BBY BEST BUY CO INC 0.1%
Value ($000) $90 Shares 1,149 Est. Cost $71.44 Unrealized 0.0%
AMT AMERN TOWER CORP REIT 0.1%
Value ($000) $90 Shares 439 Est. Cost $189.59 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $89 Shares 3,103 Est. Cost $30.57 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL 0.1%
Value ($000) $88 Shares 6,307 Est. Cost $14.00 Unrealized
AMD ADVANCED MICRO DEVICES I 0.1%
Value ($000) $86 Shares 876 Est. Cost $81.38 Unrealized 0.0%
Atai Life Sciences Nv 0.1%
Value ($000) $82 Shares 45,400 Est. Cost $1.81 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $82 Shares 402 Est. Cost $204.10 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value ($000) $81 Shares 2,500 Est. Cost $32.35 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $80 Shares 4,351 Est. Cost $14.33 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $79 Shares 569 Est. Cost $123.00 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $66 Shares 3,443 Est. Cost $16.36 Unrealized 0.0%
RILY B RILEY FINL 0.1%
Value ($000) $64 Shares 2,250 Est. Cost $37.88 Unrealized 0.0%
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $60 Shares 127 Est. Cost $457.25 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $59 Shares 401 Est. Cost $45.79 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR NEW 0.1%
Value ($000) $59 Shares 1,653 Est. Cost $35.58 Unrealized
FNY FIRST TR MID CAP GROWTH ALPHADEX ETF 0.1%
Value ($000) $57 Shares 966 Est. Cost $59.49 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $55 Shares 274 Est. Cost $166.88 Unrealized 0.0%
EQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD 0.0%
Value ($000) $55 Shares 2,635 Est. Cost $20.71 Unrealized
ERIC ERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW 0.0%
Value ($000) $55 Shares 9,320 Est. Cost $11.28 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $53 Shares 966 Est. Cost $47.30 Unrealized 0.0%
NUVEEN S&P500 BUY-WRITE 0.0%
Value ($000) $52 Shares 3,962 Est. Cost $13.09 Unrealized
MGK VANGUARD MEGA CAP GROWTHETF 0.0%
Value ($000) $51 Shares 250 Est. Cost $204.51 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $51 Shares 123 Est. Cost $411.07 Unrealized
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $51 Shares 800 Est. Cost $63.77 Unrealized 0.0%
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $50 Shares 1,597 Est. Cost $31.24 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $50 Shares 1,027 Est. Cost $48.41 Unrealized
FYC FIRST TR SMALL CAP GROW ALPHADEX ETF 0.0%
Value ($000) $48 Shares 827 Est. Cost $57.85 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $48 Shares 666 Est. Cost $28.67 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $47 Shares 1,485 Est. Cost $31.45 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $47 Shares 225 Est. Cost $174.45 Unrealized 0.0%
VCSH VANGUARD SHORT TERM COR BD ETF 0.0%
Value ($000) $43 Shares 567 Est. Cost $76.31 Unrealized
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $43 Shares 900 Est. Cost $44.00 Unrealized 0.0%
VIRTUS DIVID INT & PREM 0.0%
Value ($000) $43 Shares 3,649 Est. Cost $11.76 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $42 Shares 605 Est. Cost $60.67 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $42 Shares 304 Est. Cost $138.11 Unrealized
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $42 Shares 650 Est. Cost $61.10 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $41 Shares 314 Est. Cost $132.01 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $41 Shares 499 Est. Cost $71.08 Unrealized 0.0%
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $39 Shares 630 Est. Cost $59.16 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $39 Shares 615 Est. Cost $63.89 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $38 Shares 156 Est. Cost $224.03 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $36 Shares 220 Est. Cost $160.00 Unrealized 0.0%
BP BP PLC SPONS ADR 0.0%
Value ($000) $32 Shares 838 Est. Cost $37.94 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $31 Shares 330 Est. Cost $84.79 Unrealized 0.0%
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $29 Shares 1,248 Est. Cost $23.38 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $29 Shares 529 Est. Cost $54.72 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $28 Shares 321 Est. Cost $81.16 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $28 Shares 314 Est. Cost $84.81 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $27 Shares 570 Est. Cost $44.28 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $27 Shares 654 Est. Cost $39.42 Unrealized 0.0%
TTD THE TRADE DESK INC CLASS A 0.0%
Value ($000) $26 Shares 425 Est. Cost $53.23 Unrealized 0.0%
PNW PINNACLE WEST CAP 0.0%
Value ($000) $26 Shares 326 Est. Cost $66.77 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $25 Shares 340 Est. Cost $75.19 Unrealized 0.0%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $25 Shares 358 Est. Cost $69.52 Unrealized
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $25 Shares 76 Est. Cost $323.64 Unrealized 0.0%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $24 Shares 540 Est. Cost $38.22 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $24 Shares 175 Est. Cost $115.66 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $24 Shares 394 Est. Cost $59.12 Unrealized 0.0%
BLACKROCK ENHANCED INTER 0.0%
Value ($000) $23 Shares 4,262 Est. Cost $5.40 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $23 Shares 250 Est. Cost $82.04 Unrealized 0.0%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $23 Shares 39 Est. Cost $558.70 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $22 Shares 41 Est. Cost $536.54 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $21 Shares 1,690 Est. Cost $10.20 Unrealized 0.0%
ASAN ASANA INC CLASS A 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $16.57 Unrealized 0.0%
SCJ ISHARES INC MSCI JAPAN SMALL CAP ETF 0.0%
Value ($000) $21 Shares 304 Est. Cost $68.25 Unrealized
IGV ISHARES TR EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $21 Shares 68 Est. Cost $304.69 Unrealized
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $21 Shares 160 Est. Cost $129.16 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $21 Shares 700 Est. Cost $27.07 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $20 Shares 166 Est. Cost $111.90 Unrealized 0.0%
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $20 Shares 1,933 Est. Cost $10.51 Unrealized
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $20 Shares 283 Est. Cost $71.59 Unrealized
ABNB AIRBNB INC CLASS A 0.0%
Value ($000) $20 Shares 160 Est. Cost $114.18 Unrealized 0.0%
COST COSTCO WHOLESALE CO 0.0%
Value ($000) $20 Shares 40 Est. Cost $471.27 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLD F 0.0%
Value ($000) $20 Shares 300 Est. Cost $58.30 Unrealized 0.0%
ALLETE INC 0.0%
Value ($000) $19 Shares 301 Est. Cost $64.37 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $19 Shares 51 Est. Cost $376.06 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $19 Shares 122 Est. Cost $164.97 Unrealized 0.0%
OGN ORGANON & CO COM 0.0%
Value ($000) $18 Shares 785 Est. Cost $23.27 Unrealized 0.0%
STWD STARWOOD PPTY TRUST REIT 0.0%
Value ($000) $18 Shares 1,038 Est. Cost $17.69 Unrealized
SHBI SHORE BANCSHARES INC COM 0.0%
Value ($000) $18 Shares 1,282 Est. Cost $16.63 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $18 Shares 137 Est. Cost $142.42 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN INT P&O PRINCESS SPL VTG TR ISIN#PA1436583006 0.0%
Value ($000) $18 Shares 1,750 Est. Cost $27.66 Unrealized -62.5%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $50.57 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $17 Shares 200 Est. Cost $82.60 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $74.68 Unrealized 0.0%
MATTERPORT INC CLASS A 0.0%
Value ($000) $16 Shares 6,000 Est. Cost $2.73 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 194 Est. Cost $83.45 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $16 Shares 85 Est. Cost $189.55 Unrealized
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $16 Shares 1,955 Est. Cost $8.14 Unrealized
FIS FIDELITY NATL INFO 0.0%
Value ($000) $16 Shares 291 Est. Cost $60.38 Unrealized 0.0%
BTI BRIT AMER TOBACCO FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $16 Shares 450 Est. Cost $35.12 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $70.22 Unrealized 0.0%
SYK STRYKER CORP COMMON 0.0%
Value ($000) $15 Shares 54 Est. Cost $257.74 Unrealized 0.0%
HCSG HEALTHCARE SVC GROUP 0.0%
Value ($000) $15 Shares 1,100 Est. Cost $13.17 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 92 Est. Cost $148.63 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $49.75 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $15 Shares 70 Est. Cost $207.77 Unrealized 0.0%
CGW INVSC S P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $15 Shares 295 Est. Cost $49.86 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value ($000) $15 Shares 80 Est. Cost $183.30 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $276.70 Unrealized 0.0%
GABELLI CONVERTBLE & INC 0.0%
Value ($000) $14 Shares 3,115 Est. Cost $4.44 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 210 Est. Cost $65.17 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $13 Shares 139 Est. Cost $88.17 Unrealized 0.0%
CHAMPIONX CORP S/M EFF 07/17/2025 0.735 NEW CU 806857108 SCHLUMBERGER LTD FOR 1 OLD 0.0%
Value ($000) $13 Shares 482 Est. Cost $27.13 Unrealized
SNY SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $13 Shares 240 Est. Cost $54.42 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 193 Est. Cost $66.85 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $13 Shares 336 Est. Cost $34.63 Unrealized 0.0%
NEAR BLACKROCK SHORT MATURITYBOND ETF 0.0%
Value ($000) $13 Shares 256 Est. Cost $49.60 Unrealized
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $12 Shares 243 Est. Cost $51.28 Unrealized
MLM MARTIN MARIETTA MATERIAL 0.0%
Value ($000) $12 Shares 35 Est. Cost $344.80 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,061 Est. Cost $11.49 Unrealized
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $173.63 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $12 Shares 196 Est. Cost $60.95 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $12 Shares 156 Est. Cost $76.49 Unrealized
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $12 Shares 662 Est. Cost $18.02 Unrealized
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $12 Shares 14 Est. Cost $54.79 Unrealized 0.0%
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 0.0%
Value ($000) $12 Shares 245 Est. Cost $47.82 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $12 Shares 905 Est. Cost $13.98 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $54.36 Unrealized
JNK SPDR BLOOMBERG HGH YILD BND ETF 0.0%
Value ($000) $11 Shares 119 Est. Cost $92.82 Unrealized
BLACKROCK MUNIHOLDINGS N 0.0%
Value ($000) $11 Shares 935 Est. Cost $11.45 Unrealized
PRU PRUDENTIAL FINL 0.0%
Value ($000) $11 Shares 129 Est. Cost $82.68 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.63 Unrealized 0.0%
EXSCIENTIA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.30 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $11 Shares 144 Est. Cost $69.15 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $10 Shares 250 Est. Cost $37.40 Unrealized 0.0%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $10 Shares 151 Est. Cost $67.81 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 240 Est. Cost $40.40 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 42 Est. Cost $190.64 Unrealized 0.0%
XPO XPO INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $36.01 Unrealized 0.0%
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.10 Unrealized 0.0%
CANADIAN PAC RAILWAY F 0.0%
Value ($000) $10 Shares 124 Est. Cost $76.94 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $9 Shares 122 Est. Cost $70.68 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $9 Shares 244 Est. Cost $34.19 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $9 Shares 128 Est. Cost $72.73 Unrealized
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $9 Shares 950 Est. Cost $9.72 Unrealized
CANOPY GROWTH CORP F 0.0%
Value ($000) $9 Shares 5,260 Est. Cost $1.75 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $9 Shares 521 Est. Cost $17.45 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.90 Unrealized
ON ON SEMICONDUCTOR CO 0.0%
Value ($000) $9 Shares 110 Est. Cost $75.97 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $9 Shares 56 Est. Cost $136.24 Unrealized 0.0%
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $9 Shares 170 Est. Cost $47.24 Unrealized 0.0%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $9 Shares 15 Est. Cost $604.47 Unrealized 0.0%
CMG 06/16/2023 PUT 1640 0.0%
Value ($000) $9 Shares 200 Est. Cost Unrealized
MFC MANULIFE FINL CORP COM ISIN#CA56501R1064 0.0%
Value ($000) $8 Shares 462 Est. Cost $19.02 Unrealized 0.0%
BLACKROCK HEALTH SCIENCE 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.71 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $119.97 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $8 Shares 533 Est. Cost $14.23 Unrealized 0.0%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $8 Shares 230 Est. Cost $34.58 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.97 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $355.42 Unrealized 0.0%
BLACKROCK CAP ALLOCATION 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.14 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $260.60 Unrealized 0.0%
PINS PINTEREST INC CLASS A 0.0%
Value ($000) $7 Shares 275 Est. Cost $25.91 Unrealized 0.0%
ORI OLD REPUBLIC INTL CO 0.0%
Value ($000) $7 Shares 300 Est. Cost $20.43 Unrealized 0.0%
DDOG DATADOG INC CLASS A 0.0%
Value ($000) $7 Shares 100 Est. Cost $73.42 Unrealized 0.0%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $7 Shares 15 Est. Cost $442.02 Unrealized 0.0%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $7 Shares 19 Est. Cost $357.45 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $170.53 Unrealized 0.0%
OKTA OKTA INC CLASS A 0.0%
Value ($000) $7 Shares 80 Est. Cost $76.12 Unrealized 0.0%
ADC AGREE REALTY CORP REIT 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.61 Unrealized
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $7 Shares 37 Est. Cost $170.59 Unrealized 0.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 182 Est. Cost $36.67 Unrealized 0.0%
PUT OKTA INC $100 EXP 01/19/24 0.0%
Value ($000) $7 Shares 3 Est. Cost Unrealized
NLY ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $6 Shares 333 Est. Cost $19.11 Unrealized
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.78 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $249.44 Unrealized
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $6 Shares 260 Est. Cost $23.94 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $94.72 Unrealized
AAP ADVANCE AUTO PARTS 0.0%
Value ($000) $6 Shares 50 Est. Cost $130.82 Unrealized 0.0%
NWBI NORTHWEST BANCSHARES 0.0%
Value ($000) $6 Shares 500 Est. Cost $11.07 Unrealized 0.0%
ZION ZIONS BANCORP N A 0.0%
Value ($000) $6 Shares 200 Est. Cost $45.76 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $6 Shares 50 Est. Cost $101.01 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.09 Unrealized 0.0%
PUT TRUIST FINL CORP $20 EXP 04/21/23 0.0%
Value ($000) $6 Shares 35 Est. Cost Unrealized
ABRDN AUSTRALIA EQUITY C 0.0%
Value ($000) $6 Shares 1,288 Est. Cost $4.39 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.36 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $6 Shares 45 Est. Cost $116.69 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $6 Shares 184 Est. Cost $29.44 Unrealized 0.0%
BLACKROCK ENHANCED EQUIT 0.0%
Value ($000) $5 Shares 639 Est. Cost $8.59 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $124.05 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $182.57 Unrealized 0.0%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $5 Shares 58 Est. Cost $90.53 Unrealized
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $5 Shares 3 Est. Cost $31.42 Unrealized 0.0%
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $5 Shares 270 Est. Cost $12.15 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.10 Unrealized
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $5 Shares 310 Est. Cost $14.46 Unrealized 0.0%
TDOC TELADOC INC 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.76 Unrealized 0.0%
BLACKROCK ENHANCED GLOBA 0.0%
Value ($000) $5 Shares 491 Est. Cost $9.93 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $57.32 Unrealized 0.0%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $149.52 Unrealized
ABR ARBOR REALTY TR REIT 0.0%
Value ($000) $5 Shares 403 Est. Cost $11.49 Unrealized
GABELLI DIVIDEND & INCOM 0.0%
Value ($000) $4 Shares 205 Est. Cost $20.87 Unrealized
XPMQX PIMCO MUNICIPAL INCOME I 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.31 Unrealized
EATON VANCE TAX ADVANTAG 0.0%
Value ($000) $4 Shares 180 Est. Cost $22.61 Unrealized
BLACKROCK INNOVAT AND GR 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.03 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 115 Est. Cost $36.09 Unrealized 0.0%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $4 Shares 11 Est. Cost $313.51 Unrealized 0.0%
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $4 Shares 353 Est. Cost $11.35 Unrealized
AMZA INFRACAP MLP ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $31.74 Unrealized
PUT PNC FINL SERVICES $100 EXP 04/21/23 0.0%
Value ($000) $4 Shares 8 Est. Cost Unrealized
NOK NOKIA OYJ FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 750 Est. Cost $4.91 Unrealized
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $117.84 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.91 Unrealized 0.0%
XJPIX NUVEEN PREFERRED AND INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.63 Unrealized
XME SPDR S&P METALS & MININGETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $53.15 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $109.59 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $3 Shares 36 Est. Cost $84.80 Unrealized 0.0%
EWA ISHARES INC MSCI AUSTRALIA ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $22.94 Unrealized
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.13 Unrealized
FSLY FASTLY INC CLASS A 0.0%
Value ($000) $3 Shares 190 Est. Cost $12.71 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $54.89 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $3 Shares 285 Est. Cost $14.30 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $139.00 Unrealized
ET ENERGY TRANSFER L P LP 0.0%
Value ($000) $3 Shares 267 Est. Cost $12.47 Unrealized
HPQ HP INC. 0.0%
Value ($000) $3 Shares 112 Est. Cost $25.72 Unrealized 0.0%
ABRDN ASIA PACIFIC INCOM 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $2.66 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.72 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $54.86 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.89 Unrealized 0.0%
PUT B RILEY FINL $20 EXP 04/21/23 0.0%
Value ($000) $3 Shares 14 Est. Cost Unrealized
DUFF PHELPS UTILITY AND 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $3 Shares 90 Est. Cost $31.85 Unrealized 0.0%
FCNCA FIRST CITIZENS BKSH CLASS A 0.0%
Value ($000) $3 Shares 3 Est. Cost $734.82 Unrealized 0.0%
PUT FIDELITY NATL INFO $60 EXP 04/21/23 0.0%
Value ($000) $3 Shares 5 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $100.52 Unrealized 0.0%
JHG JANUS HENDERSON GROUP F 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.64 Unrealized 0.0%
CHARGEPOINT HOLDINGS INCCLASS A 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.47 Unrealized
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $86.27 Unrealized
PUT SPDR S&P 500 $365 EXP 04/21/23 0.0%
Value ($000) $3 Shares 75 Est. Cost Unrealized
PUT AMAZON.COM INC $80 EXP 01/19/24 0.0%
Value ($000) $3 Shares 18 Est. Cost Unrealized
NMFC NEW MOUNTAIN FIN CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.84 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $2 Shares 63 Est. Cost $40.47 Unrealized 0.0%
PUT SNOWFLAKE INC $100 EXP 01/19/24 0.0%
Value ($000) $2 Shares 24 Est. Cost Unrealized
GABELLI GLOBAL UTILITY & 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.67 Unrealized
CEPTON INC 0.0%
Value ($000) $2 Shares 4,500 Est. Cost $0.46 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $2 Shares 285 Est. Cost $7.89 Unrealized 0.0%
CLOV CLOVER HEALTH INVTS CO FCLASS A 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.09 Unrealized 0.0%
FRANKLIN LTD DUR INCOME 0.0%
Value ($000) $2 Shares 325 Est. Cost $6.18 Unrealized
SPHR MADISON SQUARE GARDEN ENCLASS A 0.0%
Value ($000) $2 Shares 34 Est. Cost $24.97 Unrealized 0.0%
PUT EXXON MOBIL CORP $90 EXP 01/19/24 0.0%
Value ($000) $2 Shares 6 Est. Cost Unrealized
EATON VANCE ENHANCED EQT 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.40 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.24 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 316 Est. Cost $6.06 Unrealized 0.0%
PDBC INVSC ACTVLY MNG OPTM YDDVRS ETF 0.0%
Value ($000) $2 Shares 134 Est. Cost $14.22 Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.52 Unrealized
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $31.55 Unrealized 0.0%
BLACKROCK SCIENCE TECHNO 0.0%
Value ($000) $2 Shares 55 Est. Cost $32.33 Unrealized
GLATFELTER CORP R/S EFF 11/04/24 1 NEW CU 55939A107 MAGNERA CORP FOR 13 OLD 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.19 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $106.33 Unrealized
PUT AMERN TOWER CORP $180 EXP 07/21/23 0.0%
Value ($000) $1 Shares 3 Est. Cost 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
PUT PAYPAL HOLDINGS INCO$50 EXP 01/19/24 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
TWLO TWILIO INC CLASS A 0.0%
Value ($000) $1 Shares 21 Est. Cost $61.68 Unrealized 0.0%
MGNI MAGNITE INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.65 Unrealized 0.0%
PUT CHARLES SCHWAB CORP $45 EXP 01/19/24 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
RIG TRANSOCEAN LTD REG SHS ISIN#CH0048265513 0.0%
Value ($000) $1 Shares 201 Est. Cost $6.42 Unrealized 0.0%
PENN PENN ENTMT INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.00 Unrealized 0.0%
PUT ADVANCED MICRO DEVIC$60 EXP 04/21/23 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.90 Unrealized 0.0%
UAL UNITED AIRLINES HLDGS 0.0%
Value ($000) $1 Shares 25 Est. Cost $47.92 Unrealized 0.0%
PUT MEDTRONIC PLC $75 EXP 06/16/23 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
ROKU ROKU I N C CLASS A 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.53 Unrealized 0.0%
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.13 Unrealized 0.0%
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $1 Shares 103 Est. Cost $8.25 Unrealized
PUT SPOTIFY TECHNOLOGY $100 EXP 01/19/24 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.12 Unrealized -43.0%
PUT QUALCOMM INC $80 EXP 06/16/23 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETROL 27 WTSWARRANTS EXP 08/03/27 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.00 Unrealized
PUT ALPHABET INC. $80 EXP 01/19/24 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
PUT STARBUCKS CORP $60 EXP 01/19/24 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
PUT IBM CORP $90 EXP 06/16/23 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $8.04 Unrealized
PUT MATTERPORT INC $2.5 EXP 05/19/23 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
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
DXC D X C TECHNOLOGY CO 0050 0.0%
Value ($000) $1 Shares 22 Est. Cost $27.26 Unrealized 0.0%
CALL MATTERPORT INC $3.5 EXP 05/19/23 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
VIRGIN GALACTIC HLDGS INCLASS A 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.05 Unrealized
CORENERGY INFRAST REIT 0.0%
Value ($000) $0 Shares 340 Est. Cost $1.28 Unrealized
PUT MICROSOFT CORP $150 EXP 01/19/24 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
PUT META PLATFORMS INC $100 EXP 06/16/23 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
PUT WILLIAMS COS INC $30 EXP 04/21/23 0.0%
Value ($000) $0 Shares 6 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
PUT CANOPY GROWTH CORP $2 EXP 03/31/23 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.07 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.69 Unrealized 0.0%
MIND MEDICINE MINDMED F 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.15 Unrealized
INVITAE CORP 0.0%
Value ($000) $0 Shares 75 Est. Cost $1.35 Unrealized
CNO CNO FINL GROUP 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.50 Unrealized 0.0%
PUT JPMORGAN CHASE & CO $80 EXP 06/16/23 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PUT WALT DISNEY CO $85 EXP 05/19/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PUT SALESFORCE INC $120 EXP 06/16/23 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
PUT KEURIG DR PEPPER INC$33 EXP 04/21/23 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
RITE AID CORP DEEMED WORTHLESS SECURITY EFF 09/03/2024 0.0%
Value ($000) $0 Shares 27 Est. Cost $2.22 Unrealized
PUT CANADIAN NATURAL RES$45 EXP 05/19/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT TEXAS INSTRUMENTS $100 EXP 06/16/23 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PUT BROADCOM INC $360 EXP 06/16/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.69 Unrealized
PUT NVIDIA CORP $85 EXP 06/16/23 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PUT DEVON ENERGY CORP $40 EXP 04/21/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT OCCIDENTAL PETROL CO$50 EXP 04/21/23 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
ORAGENICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.00 Unrealized
PUT CROWDSTRIKE HLDGS IN$80 EXP 04/21/23 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PUT INVESCO QQQ TR $245 EXP 04/21/23 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized