MISSION WEALTH MANAGEMENT, LP Diversified Active

CIK: 0001645382 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 7, 2023

Total Value ($000): $2,388,233 (98.9% shares, 1.1% debt)

Holdings (536)

VUG VANGUARD INDEX FDS 9.5%
Value ($000) $227,294 Shares 911,217 Est. Cost $210.70 Unrealized
VTV VANGUARD INDEX FDS 9.4%
Value ($000) $224,473 Shares 1,625,319 Est. Cost $114.83 Unrealized
VB VANGUARD INDEX FDS 5.9%
Value ($000) $140,764 Shares 742,585 Est. Cost $169.01 Unrealized
IEFA ISHARES TR 5.5%
Value ($000) $131,036 Shares 1,960,151 Est. Cost $64.02 Unrealized
USFR WISDOMTREE TR 3.8%
Value ($000) $91,402 Shares 1,818,212 Est. Cost $50.27 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $88,540 Shares 536,929 Est. Cost $107.01 Unrealized +36.0%
VTI VANGUARD INDEX FDS 3.4%
Value ($000) $80,827 Shares 396,016 Est. Cost $143.00 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $70,396 Shares 244,176 Est. Cost $175.78 Unrealized +41.9%
BND VANGUARD BD INDEX FDS 2.7%
Value ($000) $64,055 Shares 867,602 Est. Cost $83.02 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.4%
Value ($000) $56,164 Shares 1,243,401 Est. Cost $38.83 Unrealized
SPIB SPDR SER TR 1.9%
Value ($000) $44,662 Shares 1,374,652 Est. Cost $35.19 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $39,584 Shares 409,352 Est. Cost $71.78 Unrealized
ITOT ISHARES TR 1.6%
Value ($000) $38,086 Shares 420,608 Est. Cost $58.53 Unrealized
SUSA ISHARES TR 1.5%
Value ($000) $36,084 Shares 411,116 Est. Cost $95.95 Unrealized
IWF ISHARES TR 1.2%
Value ($000) $29,617 Shares 121,217 Est. Cost $207.10 Unrealized
NUSC NUSHARES ETF TR 1.1%
Value ($000) $26,106 Shares 737,242 Est. Cost $33.82 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.0%
Value ($000) $24,922 Shares 924,743 Est. Cost $25.33 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $23,029 Shares 570,027 Est. Cost $37.77 Unrealized
IWD ISHARES TR 1.0%
Value ($000) $22,817 Shares 149,856 Est. Cost $143.06 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $21,957 Shares 450,021 Est. Cost $53.27 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $21,830 Shares 105,226 Est. Cost $232.58 Unrealized -25.0%
TTD THE TRADE DESK INC 0.8%
Value ($000) $19,733 Shares 323,968 Est. Cost $80.10 Unrealized -33.6%
DFAE DIMENSIONAL ETF TRUST 0.8%
Value ($000) $18,272 Shares 793,732 Est. Cost $22.88 Unrealized
USRT ISHARES TR 0.7%
Value ($000) $17,273 Shares 342,728 Est. Cost $49.01 Unrealized
ESGD ISHARES TR 0.7%
Value ($000) $17,161 Shares 238,873 Est. Cost $64.19 Unrealized
ESGE ISHARES INC 0.7%
Value ($000) $16,966 Shares 538,956 Est. Cost $35.33 Unrealized
RC READY CAPITAL CORP 0.6%
Value ($000) $14,880 Shares 1,463,087 Est. Cost $11.92 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $14,285 Shares 138,299 Est. Cost $119.39 Unrealized -19.1%
ESGU ISHARES TR 0.6%
Value ($000) $13,320 Shares 147,262 Est. Cost $86.00 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $11,683 Shares 75,373 Est. Cost $128.76 Unrealized +14.8%
SCZ ISHARES TR 0.5%
Value ($000) $11,324 Shares 190,288 Est. Cost $56.73 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $11,088 Shares 27,084 Est. Cost $286.90 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $10,897 Shares 206,782 Est. Cost $54.24 Unrealized
SDG ISHARES TR 0.5%
Value ($000) $10,872 Shares 137,285 Est. Cost $79.36 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $10,714 Shares 22,671 Est. Cost $366.86 Unrealized +24.6%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $10,526 Shares 126,753 Est. Cost $80.28 Unrealized
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $9,450 Shares 227,937 Est. Cost $44.63 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.4%
Value ($000) $9,422 Shares 327,486 Est. Cost $30.07 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $9,286 Shares 89,291 Est. Cost $106.09 Unrealized -9.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $8,667 Shares 70,562 Est. Cost $35.92 Unrealized +211.5%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $8,528 Shares 55,376 Est. Cost $148.60 Unrealized
SDY SPDR SER TR 0.4%
Value ($000) $8,478 Shares 68,535 Est. Cost $120.99 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $8,318 Shares 29,944 Est. Cost $19.66 Unrealized +10.0%
BA BOEING CO 0.3%
Value ($000) $8,237 Shares 38,776 Est. Cost $219.38 Unrealized -5.3%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $7,820 Shares 30,612 Est. Cost $263.20 Unrealized -6.4%
IYR ISHARES TR 0.3%
Value ($000) $7,804 Shares 91,922 Est. Cost $77.48 Unrealized
CMF ISHARES TR 0.3%
Value ($000) $7,792 Shares 135,707 Est. Cost $68.00 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $7,730 Shares 26,194 Est. Cost $149.51 Unrealized +90.4%
VEEV VEEVA SYS INC 0.3%
Value ($000) $7,303 Shares 39,733 Est. Cost $245.72 Unrealized -30.6%
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $7,215 Shares 214,037 Est. Cost $25.26 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $6,954 Shares 199,823 Est. Cost $28.54 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $6,768 Shares 30,110 Est. Cost $249.59 Unrealized -10.7%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $6,743 Shares 63,918 Est. Cost $73.61 Unrealized
VSGX VANGUARD WORLD FD 0.3%
Value ($000) $6,731 Shares 128,554 Est. Cost $47.98 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $6,711 Shares 45,133 Est. Cost $99.08 Unrealized +34.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $6,677 Shares 60,889 Est. Cost $61.76 Unrealized +62.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $5,950 Shares 18,541 Est. Cost $249.24 Unrealized
NULV NUSHARES ETF TR 0.2%
Value ($000) $5,911 Shares 173,505 Est. Cost $34.91 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $5,802 Shares 3,411 Est. Cost $126.70 Unrealized +58.9%
DWM WISDOMTREE TR 0.2%
Value ($000) $5,765 Shares 115,935 Est. Cost $51.33 Unrealized
NULG NUSHARES ETF TR 0.2%
Value ($000) $5,596 Shares 100,394 Est. Cost $54.99 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $5,351 Shares 33,574 Est. Cost $93.52 Unrealized +47.7%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $5,208 Shares 62,947 Est. Cost $63.43 Unrealized +23.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $4,761 Shares 29,181 Est. Cost $100.83 Unrealized +47.2%
NUDM NUSHARES ETF TR 0.2%
Value ($000) $4,722 Shares 167,936 Est. Cost $26.85 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $4,717 Shares 11,476 Est. Cost $319.91 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $4,700 Shares 16,808 Est. Cost $151.22 Unrealized +65.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $4,684 Shares 45,152 Est. Cost $106.79 Unrealized -10.8%
AAPL APPLE INC 0.2%
Value ($000) $4,617 Shares 28,000 Est. Cost $107.01 Unrealized +36.0%
V VISA INC 0.2%
Value ($000) $4,545 Shares 20,158 Est. Cost $176.30 Unrealized +23.6%
INTC INTEL CORP 0.2%
Value ($000) $4,350 Shares 133,137 Est. Cost $32.48 Unrealized -15.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $4,294 Shares 42,881 Est. Cost $115.08 Unrealized -14.4%
EFA ISHARES TR 0.2%
Value ($000) $4,285 Shares 59,920 Est. Cost $60.70 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $4,197 Shares 23,022 Est. Cost $108.64 Unrealized +46.1%
ESML ISHARES TR 0.2%
Value ($000) $4,155 Shares 122,241 Est. Cost $34.28 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $4,046 Shares 91,069 Est. Cost $47.17 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $4,011 Shares 10,666 Est. Cost $271.25 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $4,006 Shares 17,019 Est. Cost $172.50 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $3,945 Shares 11,420 Est. Cost $17.15 Unrealized +92.9%
PFE PFIZER INC 0.2%
Value ($000) $3,813 Shares 93,464 Est. Cost $28.07 Unrealized +30.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $3,758 Shares 7,564 Est. Cost $276.04 Unrealized +70.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $3,385 Shares 25,980 Est. Cost $96.31 Unrealized +33.1%
BBHY J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,320 Shares 73,885 Est. Cost $49.36 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,275 Shares 78,095 Est. Cost $52.36 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3,223 Shares 126,495 Est. Cost $27.04 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,185 Shares 65,845 Est. Cost $59.29 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $3,181 Shares 6,846 Est. Cost $103.26 Unrealized -15.7%
LOW LOWES COS INC 0.1%
Value ($000) $3,169 Shares 15,846 Est. Cost $157.65 Unrealized +21.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $3,119 Shares 30,200 Est. Cost $119.39 Unrealized -19.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $3,099 Shares 45,953 Est. Cost $58.79 Unrealized +3.7%
NUEM NUSHARES ETF TR 0.1%
Value ($000) $3,033 Shares 112,879 Est. Cost $27.99 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $3,021 Shares 113,419 Est. Cost $20.28 Unrealized +45.1%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,959 Shares 142,243 Est. Cost $20.46 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $2,927 Shares 28,111 Est. Cost $74.87 Unrealized +29.6%
AMGN AMGEN INC 0.1%
Value ($000) $2,919 Shares 12,073 Est. Cost $174.15 Unrealized +28.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,895 Shares 77,435 Est. Cost $38.88 Unrealized +4.1%
MUB ISHARES TR 0.1%
Value ($000) $2,866 Shares 26,600 Est. Cost $110.90 Unrealized
APPF APPFOLIO INC 0.1%
Value ($000) $2,840 Shares 22,814 Est. Cost $134.41 Unrealized -10.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2,839 Shares 6,149 Est. Cost $379.45 Unrealized +16.5%
MRK MERCK & CO INC 0.1%
Value ($000) $2,833 Shares 26,624 Est. Cost $49.80 Unrealized +98.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,823 Shares 15,174 Est. Cost $116.35 Unrealized +38.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,818 Shares 36,563 Est. Cost $65.85 Unrealized +7.3%
IVW ISHARES TR 0.1%
Value ($000) $2,770 Shares 43,357 Est. Cost $65.29 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $2,753 Shares 10,922 Est. Cost $108.50 Unrealized +106.5%
ORCL ORACLE CORP 0.1%
Value ($000) $2,724 Shares 29,314 Est. Cost $54.53 Unrealized +55.5%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,684 Shares 24,570 Est. Cost $106.79 Unrealized
NKE NIKE INC 0.1%
Value ($000) $2,658 Shares 21,670 Est. Cost $112.04 Unrealized +4.2%
AGG ISHARES TR 0.1%
Value ($000) $2,610 Shares 26,196 Est. Cost $111.08 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $2,566 Shares 8,900 Est. Cost $175.78 Unrealized +41.9%
DLN WISDOMTREE TR 0.1%
Value ($000) $2,515 Shares 40,658 Est. Cost $70.76 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $2,471 Shares 39,651 Est. Cost $71.68 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,461 Shares 60,662 Est. Cost $51.51 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $2,440 Shares 7,104 Est. Cost $152.73 Unrealized +116.0%
DVY ISHARES TR 0.1%
Value ($000) $2,390 Shares 20,395 Est. Cost $117.18 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $2,370 Shares 119,820 Est. Cost $21.96 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $2,335 Shares 14,462 Est. Cost $109.40 Unrealized +55.2%
CME CME GROUP INC 0.1%
Value ($000) $2,332 Shares 12,178 Est. Cost $62.99 Unrealized +157.2%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $2,277 Shares 5,906 Est. Cost $336.18 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $2,254 Shares 16,293 Est. Cost $92.52 Unrealized +54.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,233 Shares 42,719 Est. Cost $33.06 Unrealized +35.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,223 Shares 40,709 Est. Cost $53.66 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $2,212 Shares 11,575 Est. Cost $143.86 Unrealized +22.8%
AVGO BROADCOM INC 0.1%
Value ($000) $2,191 Shares 3,416 Est. Cost $42.69 Unrealized +34.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $2,160 Shares 5,943 Est. Cost $242.93 Unrealized +47.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $2,156 Shares 3,168 Est. Cost $354.86 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $2,134 Shares 10,681 Est. Cost $174.40 Unrealized -4.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,093 Shares 13,500 Est. Cost $128.76 Unrealized +14.8%
CB CHUBB LIMITED 0.1%
Value ($000) $2,061 Shares 10,614 Est. Cost $153.59 Unrealized +32.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,047 Shares 5,000 Est. Cost $286.90 Unrealized
WMT WALMART INC 0.1%
Value ($000) $2,038 Shares 13,818 Est. Cost $34.08 Unrealized +34.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,021 Shares 9,079 Est. Cost $188.51 Unrealized +12.2%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $2,021 Shares 4,496 Est. Cost $34.01 Unrealized +105.5%
META META PLATFORMS INC 0.1%
Value ($000) $2,019 Shares 9,526 Est. Cost $177.90 Unrealized -4.9%
KO COCA COLA CO 0.1%
Value ($000) $1,998 Shares 32,208 Est. Cost $38.82 Unrealized +42.7%
GOOG ALPHABET INC 0.1%
Value ($000) $1,976 Shares 19,000 Est. Cost $106.09 Unrealized -9.7%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,960 Shares 33,473 Est. Cost $57.82 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $1,955 Shares 8,680 Est. Cost $194.70 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,904 Shares 35,607 Est. Cost $49.90 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,855 Shares 4,813 Est. Cost $353.22 Unrealized +0.6%
FISV FISERV INC 0.1%
Value ($000) $1,849 Shares 16,355 Est. Cost $100.44 Unrealized +9.5%
AON AON PLC 0.1%
Value ($000) $1,820 Shares 5,772 Est. Cost $229.62 Unrealized +32.0%
INTU INTUIT 0.1%
Value ($000) $1,814 Shares 4,069 Est. Cost $420.94 Unrealized -4.2%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,789 Shares 35,548 Est. Cost $50.45 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $1,780 Shares 7,463 Est. Cost $240.01 Unrealized
SPUS TIDAL ETF TR 0.1%
Value ($000) $1,738 Shares 59,937 Est. Cost $28.03 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $1,723 Shares 48,453 Est. Cost $34.53 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,716 Shares 10,784 Est. Cost $76.30 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,706 Shares 11,299 Est. Cost $110.45 Unrealized
HLAL LISTED FD TR 0.1%
Value ($000) $1,704 Shares 43,715 Est. Cost $37.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,669 Shares 2,895 Est. Cost $327.14 Unrealized +70.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,638 Shares 4,000 Est. Cost $286.90 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,632 Shares 12,794 Est. Cost $90.78 Unrealized +28.2%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,630 Shares 66,485 Est. Cost $26.06 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,607 Shares 6,422 Est. Cost $219.39 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,603 Shares 23,122 Est. Cost $48.55 Unrealized +26.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,575 Shares 9,551 Est. Cost $125.82 Unrealized +27.2%
LAM RESEARCH CORP 0.1%
Value ($000) $1,572 Shares 2,965 Est. Cost $580.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,560 Shares 3,300 Est. Cost $366.86 Unrealized +24.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,557 Shares 18,796 Est. Cost $82.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,556 Shares 48,390 Est. Cost $30.92 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $1,553 Shares 10,221 Est. Cost $70.02 Unrealized +102.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,540 Shares 59,443 Est. Cost $22.50 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $1,536 Shares 4,432 Est. Cost $209.30 Unrealized +38.6%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $1,531 Shares 7,288 Est. Cost $98.49 Unrealized +92.0%
ABT ABBOTT LABS 0.1%
Value ($000) $1,518 Shares 14,989 Est. Cost $76.29 Unrealized +31.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,517 Shares 9,110 Est. Cost $98.37 Unrealized +62.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1,508 Shares 7,494 Est. Cost $150.94 Unrealized +25.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,487 Shares 17,917 Est. Cost $54.81 Unrealized +36.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1,476 Shares 5,000 Est. Cost $149.51 Unrealized +90.4%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,450 Shares 4,361 Est. Cost $278.18 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,446 Shares 4,590 Est. Cost $209.53 Unrealized +43.1%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $1,444 Shares 943 Est. Cost $952.95 Unrealized +57.6%
SHV ISHARES TR 0.1%
Value ($000) $1,438 Shares 13,011 Est. Cost $110.15 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,424 Shares 28,995 Est. Cost $62.38 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,412 Shares 7,917 Est. Cost $163.33 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $1,393 Shares 9,177 Est. Cost $121.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,392 Shares 7,173 Est. Cost $132.56 Unrealized +19.3%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $1,378 Shares 12,510 Est. Cost $68.46 Unrealized +53.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,377 Shares 10,501 Est. Cost $101.92 Unrealized +18.5%
ADSK AUTODESK INC 0.1%
Value ($000) $1,368 Shares 6,570 Est. Cost $178.61 Unrealized +15.3%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,355 Shares 70,671 Est. Cost $18.67 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $1,318 Shares 1,913 Est. Cost $354.01 Unrealized +75.6%
NATIONAL INSTRS CORP 0.1%
Value ($000) $1,300 Shares 24,809 Est. Cost $38.42 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $1,299 Shares 18,112 Est. Cost $63.94 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,284 Shares 44,884 Est. Cost $26.39 Unrealized +15.9%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,279 Shares 3,080 Est. Cost $266.54 Unrealized +51.8%
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,275 Shares 51,166 Est. Cost $23.68 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,270 Shares 4,443 Est. Cost $200.62 Unrealized +30.3%
SPYG SPDR SER TR 0.1%
Value ($000) $1,261 Shares 22,780 Est. Cost $50.67 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,259 Shares 29,086 Est. Cost $70.41 Unrealized -40.9%
HESS CORP 0.1%
Value ($000) $1,254 Shares 9,475 Est. Cost $56.86 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,235 Shares 12,608 Est. Cost $66.25 Unrealized +39.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,228 Shares 2,599 Est. Cost $348.87 Unrealized +24.2%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $1,222 Shares 13,821 Est. Cost $65.57 Unrealized +23.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,203 Shares 14,455 Est. Cost $75.29 Unrealized -5.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,202 Shares 31,694 Est. Cost $35.07 Unrealized -1.2%
BBY BEST BUY INC 0.0%
Value ($000) $1,171 Shares 14,958 Est. Cost $63.75 Unrealized +12.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,155 Shares 11,788 Est. Cost $91.59 Unrealized -11.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,137 Shares 8,433 Est. Cost $51.93 Unrealized +126.4%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,122 Shares 42,687 Est. Cost $29.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,117 Shares 28,727 Est. Cost $37.89 Unrealized -13.7%
NOW SERVICENOW INC 0.0%
Value ($000) $1,115 Shares 2,400 Est. Cost $103.26 Unrealized -15.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $1,087 Shares 6,871 Est. Cost $118.00 Unrealized +15.5%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $1,084 Shares 135,200 Est. Cost $8.02 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $1,080 Shares 13,860 Est. Cost $79.94 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $1,079 Shares 10,870 Est. Cost $100.25 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $1,073 Shares 26,633 Est. Cost $28.86 Unrealized +28.8%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,070 Shares 34,542 Est. Cost $29.05 Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $1,063 Shares 30,792 Est. Cost $28.57 Unrealized +30.6%
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,060 Shares 8,105 Est. Cost $67.78 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,035 Shares 50,270 Est. Cost $20.59 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $1,008 Shares 19,236 Est. Cost $62.84 Unrealized -15.1%
CMI CUMMINS INC 0.0%
Value ($000) $992 Shares 4,154 Est. Cost $129.65 Unrealized +75.8%
BLACKROCK INC 0.0%
Value ($000) $976 Shares 1,459 Est. Cost $588.61 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $975 Shares 10,406 Est. Cost $90.71 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $974 Shares 4,717 Est. Cost $196.73 Unrealized -7.5%
HPQ HP INC 0.0%
Value ($000) $965 Shares 32,874 Est. Cost $24.79 Unrealized +3.8%
IMAX IMAX CORP 0.0%
Value ($000) $962 Shares 50,172 Est. Cost $16.49 Unrealized +4.4%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $960 Shares 49,214 Est. Cost $32.79 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $958 Shares 21,518 Est. Cost $44.84 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $957 Shares 9,144 Est. Cost $88.06 Unrealized +14.6%
INGN INOGEN INC 0.0%
Value ($000) $956 Shares 76,635 Est. Cost $40.21 Unrealized -52.4%
PODD INSULET CORP 0.0%
Value ($000) $942 Shares 2,954 Est. Cost $227.31 Unrealized +30.4%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $937 Shares 27,991 Est. Cost $31.59 Unrealized
MEI METHODE ELECTRS INC 0.0%
Value ($000) $931 Shares 21,207 Est. Cost $33.17 Unrealized +24.4%
IWP ISHARES TR 0.0%
Value ($000) $928 Shares 10,194 Est. Cost $108.83 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $928 Shares 10,946 Est. Cost $68.70 Unrealized +25.4%
PATTERSON COS INC 0.0%
Value ($000) $921 Shares 34,406 Est. Cost $26.91 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $915 Shares 8,007 Est. Cost $92.97 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $914 Shares 19,642 Est. Cost $52.32 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $913 Shares 4,400 Est. Cost $232.58 Unrealized -25.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $913 Shares 20,086 Est. Cost $40.04 Unrealized +11.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $908 Shares 1,975 Est. Cost $370.73 Unrealized +22.8%
DBEF DBX ETF TR 0.0%
Value ($000) $907 Shares 25,758 Est. Cost $26.87 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $902 Shares 2,914 Est. Cost $248.02 Unrealized +30.4%
SPYD SPDR SER TR 0.0%
Value ($000) $900 Shares 23,697 Est. Cost $38.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $892 Shares 12,077 Est. Cost $128.37 Unrealized -43.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $887 Shares 9,200 Est. Cost $83.47 Unrealized +5.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $887 Shares 4,840 Est. Cost $174.87 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $885 Shares 8,291 Est. Cost $95.07 Unrealized +13.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $881 Shares 24,431 Est. Cost $28.28 Unrealized +14.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $879 Shares 11,767 Est. Cost $74.71 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $877 Shares 13,000 Est. Cost $58.79 Unrealized +3.7%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $875 Shares 9,929 Est. Cost $83.77 Unrealized +0.5%
POOL POOL CORP 0.0%
Value ($000) $875 Shares 2,555 Est. Cost $362.24 Unrealized -5.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $873 Shares 8,803 Est. Cost $59.39 Unrealized +67.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $873 Shares 1,746 Est. Cost $283.86 Unrealized +68.6%
ECL ECOLAB INC 0.0%
Value ($000) $870 Shares 5,256 Est. Cost $150.30 Unrealized +0.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $868 Shares 3,795 Est. Cost $165.43 Unrealized +39.4%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $865 Shares 10,430 Est. Cost $73.95 Unrealized +27.3%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $865 Shares 23,217 Est. Cost $29.34 Unrealized +9.4%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $857 Shares 23,440 Est. Cost $28.11 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $855 Shares 16,535 Est. Cost $40.62 Unrealized +16.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $850 Shares 9,951 Est. Cost $60.33 Unrealized +19.3%
EEM ISHARES TR 0.0%
Value ($000) $848 Shares 21,483 Est. Cost $40.47 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $843 Shares 4,354 Est. Cost $162.29 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $834 Shares 1,157 Est. Cost $366.31 Unrealized +80.8%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $834 Shares 28,897 Est. Cost $17.52 Unrealized +61.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $826 Shares 10,883 Est. Cost $221.64 Unrealized -65.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $812 Shares 8,345 Est. Cost $66.68 Unrealized +30.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $811 Shares 18,175 Est. Cost $30.21 Unrealized +20.1%
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $805 Shares 12,729 Est. Cost $33.52 Unrealized +78.9%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $805 Shares 10,450 Est. Cost $115.83 Unrealized -33.6%
IRBTQ IROBOT CORP 0.0%
Value ($000) $802 Shares 18,370 Est. Cost $61.45 Unrealized -27.9%
APTIV PLC 0.0%
Value ($000) $798 Shares 7,110 Est. Cost $118.77 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $789 Shares 3,453 Est. Cost $178.92 Unrealized +6.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $781 Shares 6,919 Est. Cost $110.09 Unrealized -9.6%
T AT&T INC 0.0%
Value ($000) $776 Shares 40,332 Est. Cost $15.14 Unrealized +8.1%
RELX RELX PLC 0.0%
Value ($000) $756 Shares 23,300 Est. Cost $24.84 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $756 Shares 13,133 Est. Cost $54.99 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $744 Shares 6,180 Est. Cost $127.43 Unrealized -9.3%
NVS NOVARTIS AG 0.0%
Value ($000) $738 Shares 8,023 Est. Cost $79.58 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $737 Shares 5,519 Est. Cost $135.14 Unrealized -10.4%
MCO MOODYS CORP 0.0%
Value ($000) $736 Shares 2,403 Est. Cost $294.98 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $729 Shares 3,367 Est. Cost $169.09 Unrealized
DE DEERE & CO 0.0%
Value ($000) $728 Shares 1,763 Est. Cost $322.07 Unrealized +23.3%
BMI BADGER METER INC 0.0%
Value ($000) $725 Shares 5,954 Est. Cost $88.65 Unrealized +29.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $722 Shares 4,215 Est. Cost $101.16 Unrealized +70.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $719 Shares 10,317 Est. Cost $64.07 Unrealized +9.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $713 Shares 11,275 Est. Cost $68.51 Unrealized +3.6%
PFF ISHARES TR 0.0%
Value ($000) $711 Shares 22,762 Est. Cost $31.22 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $708 Shares 7,806 Est. Cost $95.35 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $699 Shares 226,819 Est. Cost $8.08 Unrealized -56.8%
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $691 Shares 23,366 Est. Cost $31.81 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $686 Shares 30,684 Est. Cost $25.80 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $682 Shares 7,137 Est. Cost $58.89 Unrealized +11.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $680 Shares 60,718 Est. Cost $11.98 Unrealized +1.5%
ETN EATON CORP PLC 0.0%
Value ($000) $680 Shares 3,966 Est. Cost $126.37 Unrealized +26.7%
CRH PLC 0.0%
Value ($000) $677 Shares 13,317 Est. Cost $38.83 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $672 Shares 2,714 Est. Cost $211.36 Unrealized +9.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $666 Shares 3,159 Est. Cost $200.85 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $661 Shares 7,175 Est. Cost $64.81 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $653 Shares 10,450 Est. Cost $49.55 Unrealized +10.8%
DEM WISDOMTREE TR 0.0%
Value ($000) $651 Shares 17,206 Est. Cost $40.92 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $635 Shares 12,094 Est. Cost $36.82 Unrealized +42.6%
WAFD WASHINGTON FED INC 0.0%
Value ($000) $633 Shares 21,029 Est. Cost $28.03 Unrealized +8.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $618 Shares 20,506 Est. Cost $23.26 Unrealized +23.0%
TGNA TEGNA INC 0.0%
Value ($000) $615 Shares 36,387 Est. Cost $18.86 Unrealized -0.8%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $607 Shares 2,402 Est. Cost $264.29 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $592 Shares 8,467 Est. Cost $57.04 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $590 Shares 3,631 Est. Cost $73.65 Unrealized +107.2%
ANSYS INC 0.0%
Value ($000) $583 Shares 1,751 Est. Cost $339.93 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $582 Shares 3,511 Est. Cost $139.34 Unrealized +6.7%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $578 Shares 1,902 Est. Cost $133.76 Unrealized +127.9%
AFL AFLAC INC 0.0%
Value ($000) $577 Shares 8,941 Est. Cost $32.40 Unrealized +98.3%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $577 Shares 7,189 Est. Cost $79.19 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $575 Shares 30,879 Est. Cost $26.65 Unrealized
BP BP PLC 0.0%
Value ($000) $575 Shares 15,154 Est. Cost $24.47 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $560 Shares 17,153 Est. Cost $34.40 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $556 Shares 7,970 Est. Cost $51.37 Unrealized +19.0%
PSX PHILLIPS 66 0.0%
Value ($000) $556 Shares 5,480 Est. Cost $74.94 Unrealized +22.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $553 Shares 4,987 Est. Cost $90.62 Unrealized +30.4%
TIP ISHARES TR 0.0%
Value ($000) $552 Shares 5,009 Est. Cost $110.25 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $552 Shares 69,006 Est. Cost $6.33 Unrealized
AMCOR PLC 0.0%
Value ($000) $547 Shares 48,038 Est. Cost $9.23 Unrealized +9.8%
REET ISHARES TR 0.0%
Value ($000) $544 Shares 23,708 Est. Cost $22.71 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $543 Shares 2,995 Est. Cost $169.50 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $536 Shares 18,862 Est. Cost $20.29 Unrealized
INTU INTUIT 0.0%
Value ($000) $535 Shares 1,200 Est. Cost $420.94 Unrealized -4.2%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $529 Shares 3,200 Est. Cost $129.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $529 Shares 2,171 Est. Cost $148.34 Unrealized +46.7%
DOW DOW INC 0.0%
Value ($000) $528 Shares 9,627 Est. Cost $34.49 Unrealized +37.1%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $524 Shares 2,753 Est. Cost $188.62 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $523 Shares 9,479 Est. Cost $52.46 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $523 Shares 5,958 Est. Cost $79.43 Unrealized +6.8%
MMM 3M CO 0.0%
Value ($000) $519 Shares 4,939 Est. Cost $113.88 Unrealized -25.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $518 Shares 10,800 Est. Cost $46.14 Unrealized -4.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $511 Shares 602 Est. Cost $26.96 Unrealized +103.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $511 Shares 6,341 Est. Cost $82.22 Unrealized -9.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $511 Shares 3,218 Est. Cost $147.87 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $507 Shares 1,045 Est. Cost $278.86 Unrealized +71.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $502 Shares 7,913 Est. Cost $54.64 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $502 Shares 12,726 Est. Cost $44.93 Unrealized +6.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $500 Shares 2,505 Est. Cost $81.18 Unrealized +4.4%
MCK MCKESSON CORP 0.0%
Value ($000) $500 Shares 1,404 Est. Cost $169.14 Unrealized +110.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $499 Shares 1,747 Est. Cost $207.37 Unrealized +24.3%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $499 Shares 3,380 Est. Cost $146.22 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $498 Shares 32,601 Est. Cost $9.80 Unrealized +51.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $496 Shares 3,381 Est. Cost $101.14 Unrealized +34.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $493 Shares 5,765 Est. Cost $69.89 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $487 Shares 2,608 Est. Cost $173.87 Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $487 Shares 8,185 Est. Cost $56.57 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $486 Shares 10,278 Est. Cost $37.02 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $484 Shares 2,452 Est. Cost $117.92 Unrealized +44.6%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $483 Shares 5,000 Est. Cost $108.81 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $482 Shares 1,357 Est. Cost $322.30 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $481 Shares 3,442 Est. Cost $65.99 Unrealized +86.4%
NTNX NUTANIX INC 0.0%
Value ($000) $477 Shares 18,361 Est. Cost $26.09 Unrealized +3.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $477 Shares 6,087 Est. Cost $54.49 Unrealized +38.8%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $476 Shares 677 Est. Cost $296.06 Unrealized +124.7%
AMZN AMAZON COM INC 0.0%
Value ($000) $475 Shares 4,600 Est. Cost $119.39 Unrealized -19.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $475 Shares 1,378 Est. Cost $419.47 Unrealized -18.1%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $469 Shares 7,459 Est. Cost $59.52 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $469 Shares 4,945 Est. Cost $77.99 Unrealized +7.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $467 Shares 5,021 Est. Cost $90.96 Unrealized
GLW CORNING INC 0.0%
Value ($000) $466 Shares 13,196 Est. Cost $24.41 Unrealized +31.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $456 Shares 9,539 Est. Cost $67.12 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $454 Shares 7,693 Est. Cost $51.01 Unrealized
NKE NIKE INC 0.0%
Value ($000) $454 Shares 3,700 Est. Cost $112.04 Unrealized +4.2%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $450 Shares 1,778 Est. Cost $333.76 Unrealized -29.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $450 Shares 3,924 Est. Cost $79.25 Unrealized +31.6%
AVGO BROADCOM INC 0.0%
Value ($000) $449 Shares 700 Est. Cost $42.69 Unrealized +34.9%
ZTS ZOETIS INC 0.0%
Value ($000) $446 Shares 2,680 Est. Cost $156.61 Unrealized +1.5%
BIIB BIOGEN INC 0.0%
Value ($000) $443 Shares 1,595 Est. Cost $258.46 Unrealized +7.1%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $441 Shares 3,295 Est. Cost $123.40 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $440 Shares 3,037 Est. Cost $65.98 Unrealized +112.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $436 Shares 6,683 Est. Cost $77.17 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $430 Shares 6,091 Est. Cost $51.91 Unrealized +14.1%
HANESBRANDS INC 0.0%
Value ($000) $427 Shares 81,140 Est. Cost $12.09 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $426 Shares 18,486 Est. Cost $26.02 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $425 Shares 6,130 Est. Cost $56.05 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $423 Shares 17,087 Est. Cost $24.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $422 Shares 5,462 Est. Cost $46.19 Unrealized +53.0%
BX BLACKSTONE INC 0.0%
Value ($000) $420 Shares 4,779 Est. Cost $65.04 Unrealized +24.8%
ORCL ORACLE CORP 0.0%
Value ($000) $418 Shares 4,500 Est. Cost $54.53 Unrealized +55.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $417 Shares 1,969 Est. Cost $186.07 Unrealized +16.5%
QUAL ISHARES TR 0.0%
Value ($000) $415 Shares 3,349 Est. Cost $127.68 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $412 Shares 7,578 Est. Cost $54.36 Unrealized
SPSK TIDAL ETF TR 0.0%
Value ($000) $410 Shares 22,893 Est. Cost $19.90 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $408 Shares 1,330 Est. Cost $256.10 Unrealized +22.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $406 Shares 8,031 Est. Cost $50.57 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $406 Shares 5,466 Est. Cost $77.81 Unrealized -3.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $405 Shares 25,395 Est. Cost $11.70 Unrealized +23.6%
EFV ISHARES TR 0.0%
Value ($000) $402 Shares 8,282 Est. Cost $48.05 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $401 Shares 15,497 Est. Cost $229.14 Unrealized -88.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $401 Shares 3,402 Est. Cost $102.50 Unrealized -1.5%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $400 Shares 1,450 Est. Cost $171.77 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $400 Shares 3,207 Est. Cost $88.74 Unrealized +26.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $398 Shares 1,947 Est. Cost $184.25 Unrealized +2.9%
CABO CABLE ONE INC 0.0%
Value ($000) $396 Shares 564 Est. Cost $1435.74 Unrealized -52.1%
CSX CSX CORP 0.0%
Value ($000) $395 Shares 13,206 Est. Cost $28.03 Unrealized +5.1%
USMV ISHARES TR 0.0%
Value ($000) $394 Shares 5,416 Est. Cost $72.77 Unrealized
BALL BALL CORP 0.0%
Value ($000) $392 Shares 7,108 Est. Cost $71.23 Unrealized -25.1%
IJK ISHARES TR 0.0%
Value ($000) $390 Shares 5,456 Est. Cost $96.54 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $384 Shares 3,373 Est. Cost $91.84 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $379 Shares 15,352 Est. Cost $51.02 Unrealized -49.7%
PREMIER INC 0.0%
Value ($000) $378 Shares 11,678 Est. Cost $35.70 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $378 Shares 10,874 Est. Cost $44.35 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $375 Shares 5,610 Est. Cost $66.91 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $373 Shares 3,942 Est. Cost $97.04 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $372 Shares 6,046 Est. Cost $61.99 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $371 Shares 29,481 Est. Cost $9.81 Unrealized +4.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $370 Shares 5,161 Est. Cost $20.35 Unrealized +40.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $370 Shares 3,863 Est. Cost $67.51 Unrealized +25.6%
TER TERADYNE INC 0.0%
Value ($000) $369 Shares 3,429 Est. Cost $117.01 Unrealized -13.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $368 Shares 3,000 Est. Cost $35.92 Unrealized +211.5%
BRCC BRC INC 0.0%
Value ($000) $360 Shares 70,000 Est. Cost $6.28 Unrealized 0.0%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $360 Shares 9,277 Est. Cost $43.50 Unrealized -12.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $358 Shares 435 Est. Cost $734.35 Unrealized +2.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $354 Shares 3,894 Est. Cost $65.84 Unrealized +24.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $351 Shares 2,113 Est. Cost $115.24 Unrealized +40.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $351 Shares 2,346 Est. Cost $164.14 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $351 Shares 5,517 Est. Cost $30.28 Unrealized +89.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $347 Shares 2,076 Est. Cost $101.28 Unrealized +53.0%
KLAC KLA CORP 0.0%
Value ($000) $347 Shares 870 Est. Cost $363.89 Unrealized +5.3%
GIB CGI INC 0.0%
Value ($000) $343 Shares 3,566 Est. Cost $81.08 Unrealized +10.2%
IWO ISHARES TR 0.0%
Value ($000) $342 Shares 1,509 Est. Cost $207.17 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $339 Shares 2,626 Est. Cost $138.70 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $338 Shares 12,368 Est. Cost $19.50 Unrealized +52.8%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $337 Shares 3,325 Est. Cost $101.04 Unrealized +3.0%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $336 Shares 31,920 Est. Cost $10.52 Unrealized
SAP SAP SE 0.0%
Value ($000) $335 Shares 2,647 Est. Cost $105.53 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $331 Shares 20,676 Est. Cost $16.86 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $329 Shares 2,319 Est. Cost $165.08 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $328 Shares 1,243 Est. Cost $200.25 Unrealized +23.9%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $325 Shares 4,005 Est. Cost $53.75 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $325 Shares 840 Est. Cost $260.80 Unrealized +37.0%
CTVA CORTEVA INC 0.0%
Value ($000) $322 Shares 5,339 Est. Cost $43.17 Unrealized +37.0%
CZA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $322 Shares 3,685 Est. Cost $96.07 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $321 Shares 6,100 Est. Cost $21.52 Unrealized +129.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $319 Shares 2,030 Est. Cost $86.67 Unrealized +58.1%
HDV ISHARES TR 0.0%
Value ($000) $318 Shares 3,128 Est. Cost $101.65 Unrealized
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $318 Shares 7,200 Est. Cost $44.08 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $316 Shares 1,385 Est. Cost $213.37 Unrealized +2.1%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $316 Shares 3,920 Est. Cost $92.35 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $315 Shares 1,400 Est. Cost $249.59 Unrealized -10.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $312 Shares 3,729 Est. Cost $66.38 Unrealized +11.9%
IWS ISHARES TR 0.0%
Value ($000) $312 Shares 2,937 Est. Cost $83.89 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $312 Shares 13,892 Est. Cost $21.62 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $311 Shares 2,641 Est. Cost $135.18 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $308 Shares 4,430 Est. Cost $65.25 Unrealized -7.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $308 Shares 942 Est. Cost $322.10 Unrealized +0.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $307 Shares 6,927 Est. Cost $42.21 Unrealized +13.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $304 Shares 1,651 Est. Cost $181.36 Unrealized -3.0%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $299 Shares 5,135 Est. Cost $37.07 Unrealized +48.8%
GOGO GOGO INC 0.0%
Value ($000) $299 Shares 20,610 Est. Cost $3.36 Unrealized +364.4%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $296 Shares 11,622 Est. Cost $23.52 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $295 Shares 1,026 Est. Cost $260.02 Unrealized +3.9%
IUSV ISHARES TR 0.0%
Value ($000) $294 Shares 3,981 Est. Cost $70.62 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $291 Shares 1,249 Est. Cost $294.61 Unrealized -30.5%
PCAR PACCAR INC 0.0%
Value ($000) $290 Shares 3,958 Est. Cost $52.57 Unrealized +22.0%
IJT ISHARES TR 0.0%
Value ($000) $287 Shares 2,613 Est. Cost $126.47 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $287 Shares 5,308 Est. Cost $47.40 Unrealized +8.2%
FTNT FORTINET INC 0.0%
Value ($000) $281 Shares 4,235 Est. Cost $55.68 Unrealized +2.1%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $278 Shares 5,018 Est. Cost $22.48 Unrealized +12.0%
SNY SANOFI 0.0%
Value ($000) $277 Shares 5,094 Est. Cost $47.61 Unrealized
QIAGEN NV 0.0%
Value ($000) $277 Shares 6,024 Est. Cost $43.33 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $272 Shares 102 Est. Cost $1867.55 Unrealized +28.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $265 Shares 878 Est. Cost $205.54 Unrealized +26.8%
ENS ENERSYS 0.0%
Value ($000) $265 Shares 3,050 Est. Cost $67.81 Unrealized +20.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $263 Shares 3,496 Est. Cost $59.75 Unrealized +16.5%
NOK NOKIA CORP 0.0%
Value ($000) $263 Shares 53,498 Est. Cost $4.92 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $262 Shares 7,470 Est. Cost $40.67 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $261 Shares 1,110 Est. Cost $40.21 Unrealized +7.7%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $260 Shares 5,114 Est. Cost $51.04 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $258 Shares 5,100 Est. Cost $51.08 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $255 Shares 10,243 Est. Cost $24.93 Unrealized
UNILEVER PLC 0.0%
Value ($000) $255 Shares 4,908 Est. Cost $44.11 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $250 Shares 5,204 Est. Cost $56.57 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $249 Shares 3,214 Est. Cost $78.07 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $245 Shares 5,653 Est. Cost $54.87 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $245 Shares 1,200 Est. Cost $228.47 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $245 Shares 742 Est. Cost $252.87 Unrealized +26.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $244 Shares 6,394 Est. Cost $32.44 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $242 Shares 3,827 Est. Cost $55.14 Unrealized 0.0%
BUNGE LIMITED 0.0%
Value ($000) $240 Shares 2,513 Est. Cost $81.40 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $237 Shares 1,765 Est. Cost $111.84 Unrealized +4.0%
NTRA NATERA INC 0.0%
Value ($000) $235 Shares 4,231 Est. Cost $37.02 Unrealized +29.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $229 Shares 897 Est. Cost $276.18 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $228 Shares 1,168 Est. Cost $169.51 Unrealized +11.6%
GSK GSK PLC 0.0%
Value ($000) $227 Shares 6,392 Est. Cost $29.42 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $227 Shares 1,063 Est. Cost $198.26 Unrealized +12.3%
NUVEEN ARIZONA QLTY MUN INC 0.0%
Value ($000) $226 Shares 20,000 Est. Cost $11.30 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $226 Shares 5,665 Est. Cost $44.42 Unrealized -12.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $226 Shares 6,998 Est. Cost $30.40 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $225 Shares 3,517 Est. Cost $49.66 Unrealized +21.9%
USB US BANCORP DEL 0.0%
Value ($000) $223 Shares 6,185 Est. Cost $34.18 Unrealized +13.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $223 Shares 1,194 Est. Cost $168.66 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $221 Shares 2,928 Est. Cost $71.56 Unrealized -0.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $220 Shares 2,174 Est. Cost $98.23 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $220 Shares 2,474 Est. Cost $81.51 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $219 Shares 5,400 Est. Cost $37.40 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $215 Shares 1,125 Est. Cost $181.64 Unrealized +1.7%
EPAM EPAM SYS INC 0.0%
Value ($000) $214 Shares 716 Est. Cost $322.16 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $213 Shares 1,904 Est. Cost $93.85 Unrealized +8.6%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $213 Shares 27,214 Est. Cost $9.48 Unrealized
HELIOGEN INC 0.0%
Value ($000) $212 Shares 883,016 Est. Cost $5.26 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $211 Shares 1,630 Est. Cost $129.47 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $210 Shares 10,988 Est. Cost $19.11 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $209 Shares 5,500 Est. Cost $40.69 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $209 Shares 1,545 Est. Cost $123.10 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $209 Shares 3,038 Est. Cost $74.85 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $207 Shares 7,244 Est. Cost $39.69 Unrealized -33.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $207 Shares 3,159 Est. Cost $59.04 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $206 Shares 721 Est. Cost $255.40 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $206 Shares 980 Est. Cost $216.60 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $205 Shares 2,995 Est. Cost $71.20 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $205 Shares 1,933 Est. Cost $98.51 Unrealized +10.4%
WK WORKIVA INC 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $90.62 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $202 Shares 4,832 Est. Cost $37.40 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $196 Shares 2,000 Est. Cost $91.59 Unrealized -11.1%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $193 Shares 16,499 Est. Cost $11.10 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $188 Shares 20,000 Est. Cost $21.22 Unrealized -60.1%
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $185 Shares 14,710 Est. Cost $8.60 Unrealized +6.5%
VRA VERA BRADLEY INC 0.0%
Value ($000) $183 Shares 30,495 Est. Cost $7.91 Unrealized -29.2%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $182 Shares 13,339 Est. Cost $16.51 Unrealized -16.0%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $174 Shares 12,813 Est. Cost $9.64 Unrealized +0.7%
CCAP CRESCENT CAP BDC INC 0.0%
Value ($000) $159 Shares 11,686 Est. Cost $9.40 Unrealized +9.1%
MNKD MANNKIND CORP 0.0%
Value ($000) $140 Shares 34,250 Est. Cost $4.44 Unrealized +8.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $133 Shares 10,683 Est. Cost $12.47 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $113 Shares 14,285 Est. Cost $6.29 Unrealized -5.2%
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value ($000) $80 Shares 10,651 Est. Cost $27.58 Unrealized -67.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $68 Shares 10,576 Est. Cost $6.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $67 Shares 300 Est. Cost $188.51 Unrealized +12.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $66 Shares 16,586 Est. Cost $5.91 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $62 Shares 10,530 Est. Cost $9.90 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $56 Shares 200 Est. Cost $19.66 Unrealized +10.0%
AAPL APPLE INC 0.0%
Value ($000) $49 Shares 300 Est. Cost $107.01 Unrealized +36.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $44 Shares 12,031 Est. Cost $2.27 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $177.90 Unrealized -4.9%
BTCS BTCS INC 0.0%
Value ($000) $32 Shares 23,591 Est. Cost $4.46 Unrealized -67.3%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $17 Shares 19,697 Est. Cost $1.97 Unrealized -44.5%
X4 PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $0.87 Unrealized
SPECTRUM PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $6.50 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.92 Unrealized
SSTPW SYSTEM1 INC 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $1.60 Unrealized