WealthTrust Axiom LLC Diversified Active

CIK: 0001425949 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $328,411 (100.0% shares, 0.0% debt)

Holdings (255)

AAPL APPLE INC 5.3%
Value ($000) $17,502 Shares 78,792 Est. Cost $108.09 Unrealized +113.5%
KMI KINDER MORGAN INC DEL 4.5%
Value ($000) $14,665 Shares 514,031 Est. Cost $12.59 Unrealized +112.1%
IBM INTERNATIONAL BUSINESS MACHS 3.7%
Value ($000) $12,273 Shares 49,357 Est. Cost $97.87 Unrealized +144.6%
MSFT MICROSOFT CORP 3.4%
Value ($000) $11,225 Shares 29,903 Est. Cost $45.29 Unrealized +794.4%
LYTS LSI INDS INC OHIO 3.1%
Value ($000) $10,244 Shares 602,597 Est. Cost $7.13 Unrealized +169.1%
EPM EVOLUTION PETE CORP 2.8%
Value ($000) $9,154 Shares 1,767,188 Est. Cost $3.54 Unrealized +33.8%
LLY ELI LILLY & CO 2.6%
Value ($000) $8,425 Shares 10,200 Est. Cost $76.54 Unrealized +980.0%
BMY BRISTOL-MYERS SQUIBB CO 2.3%
Value ($000) $7,686 Shares 126,014 Est. Cost $32.32 Unrealized +71.7%
PFE PFIZER INC 1.8%
Value ($000) $6,034 Shares 238,105 Est. Cost $23.27 Unrealized +6.2%
CSCO CISCO SYS INC 1.8%
Value ($000) $6,015 Shares 97,477 Est. Cost $17.24 Unrealized +248.5%
GILD GILEAD SCIENCES INC 1.7%
Value ($000) $5,696 Shares 50,832 Est. Cost $55.27 Unrealized +81.9%
TTI TETRA TECHNOLOGIES INC DEL 1.7%
Value ($000) $5,573 Shares 1,658,632 Est. Cost $3.56 Unrealized +11.9%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $5,561 Shares 122,587 Est. Cost $31.81 Unrealized +24.5%
NTR NUTRIEN LTD 1.7%
Value ($000) $5,448 Shares 109,678 Est. Cost $44.71 Unrealized +12.1%
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $5,368 Shares 128,422 Est. Cost $40.02 Unrealized -0.3%
PFFD GLOBAL X FDS 1.6%
Value ($000) $5,186 Shares 272,387 Est. Cost $20.72 Unrealized
AEM AGNICO EAGLE MINES LTD 1.6%
Value ($000) $5,103 Shares 47,075 Est. Cost $48.78 Unrealized +93.9%
HWM HOWMET AEROSPACE INC 1.5%
Value ($000) $4,774 Shares 36,797 Est. Cost $16.65 Unrealized +661.0%
GLW CORNING INC 1.3%
Value ($000) $4,371 Shares 95,471 Est. Cost $11.71 Unrealized +314.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,139 Shares 7,771 Est. Cost $137.41 Unrealized +253.8%
ISSC INNOVATIVE SOLUTIONS & SUPPO 1.2%
Value ($000) $3,942 Shares 626,639 Est. Cost $7.48 Unrealized +15.2%
IRM IRON MTN INC DEL 1.2%
Value ($000) $3,890 Shares 45,217 Est. Cost $22.32 Unrealized +317.4%
NVS NOVARTIS AG 1.2%
Value ($000) $3,889 Shares 34,885 Est. Cost $80.28 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $3,760 Shares 41,894 Est. Cost $33.38 Unrealized +170.0%
T AT&T INC 1.1%
Value ($000) $3,733 Shares 132,017 Est. Cost $14.36 Unrealized +69.6%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,401 Shares 20,507 Est. Cost $99.76 Unrealized +52.8%
ED CONSOLIDATED EDISON INC 1.0%
Value ($000) $3,316 Shares 29,988 Est. Cost $43.01 Unrealized +121.4%
FITB FIFTH THIRD BANCORP 1.0%
Value ($000) $3,246 Shares 82,803 Est. Cost $17.27 Unrealized +135.6%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $3,137 Shares 15,556 Est. Cost $50.63 Unrealized +426.7%
GSK GSK PLC 0.9%
Value ($000) $2,845 Shares 73,444 Est. Cost $32.69 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,553 Shares 15,264 Est. Cost $73.44 Unrealized +104.9%
UMH UMH PPTYS INC 0.7%
Value ($000) $2,305 Shares 123,280 Est. Cost $11.92 Unrealized
EATON VANCE TX ADV GLBL DIV 0.7%
Value ($000) $2,290 Shares 125,679 Est. Cost $15.03 Unrealized
EXC EXELON CORP 0.7%
Value ($000) $2,226 Shares 48,317 Est. Cost $19.07 Unrealized +112.4%
CMS CMS ENERGY CORP 0.7%
Value ($000) $2,148 Shares 28,600 Est. Cost $19.48 Unrealized +249.3%
AMZN AMAZON COM INC 0.6%
Value ($000) $2,131 Shares 11,198 Est. Cost $128.30 Unrealized +69.1%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,124 Shares 29,959 Est. Cost $55.07 Unrealized +24.7%
EVRG EVERGY INC 0.6%
Value ($000) $2,058 Shares 29,845 Est. Cost $40.68 Unrealized +55.2%
OKE ONEOK INC NEW 0.6%
Value ($000) $1,962 Shares 19,773 Est. Cost $39.30 Unrealized +141.6%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,906 Shares 16,025 Est. Cost $64.89 Unrealized +65.2%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,891 Shares 15,506 Est. Cost $47.21 Unrealized +134.2%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,829 Shares 5,986 Est. Cost $128.57 Unrealized +129.8%
CBRE GBL REAL ESTATE INC FD 0.6%
Value ($000) $1,817 Shares 352,192 Est. Cost $7.42 Unrealized
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $1,725 Shares 28,776 Est. Cost $42.67 Unrealized +36.4%
FLDR FIDELITY MERRIMACK STR TR 0.5%
Value ($000) $1,723 Shares 34,386 Est. Cost $50.12 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME 0.5%
Value ($000) $1,565 Shares 38,215 Est. Cost $54.39 Unrealized
IBDS ISHARES TR 0.5%
Value ($000) $1,540 Shares 63,700 Est. Cost $23.82 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.5%
Value ($000) $1,538 Shares 625,322 Est. Cost $5.51 Unrealized -52.2%
AMGN AMGEN INC 0.5%
Value ($000) $1,527 Shares 4,900 Est. Cost $171.97 Unrealized +67.0%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $1,445 Shares 42,338 Est. Cost $30.79 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,393 Shares 5,680 Est. Cost $92.47 Unrealized +171.3%
SHEL SHELL PLC 0.4%
Value ($000) $1,392 Shares 18,998 Est. Cost $53.52 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $1,381 Shares 6,898 Est. Cost $62.95 Unrealized +210.9%
IRDM IRIDIUM COMMUNICATIONS INC 0.4%
Value ($000) $1,368 Shares 50,056 Est. Cost $8.80 Unrealized +233.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,368 Shares 5,083 Est. Cost $134.41 Unrealized +117.6%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $1,316 Shares 7,485 Est. Cost $100.13 Unrealized +83.1%
FIDI FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,241 Shares 57,880 Est. Cost $20.62 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,240 Shares 11,439 Est. Cost $104.32 Unrealized +21.5%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,194 Shares 5,158 Est. Cost $51.57 Unrealized +323.5%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,174 Shares 6,890 Est. Cost $63.91 Unrealized +156.5%
IVV ISHARES TR 0.4%
Value ($000) $1,164 Shares 2,071 Est. Cost $512.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,153 Shares 11,222 Est. Cost $118.00 Unrealized -5.8%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $1,114 Shares 118,878 Est. Cost $23.47 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,061 Shares 12,654 Est. Cost $42.54 Unrealized +94.1%
POCI PRECISION OPTICS CORP INC MA 0.3%
Value ($000) $1,054 Shares 253,909 Est. Cost $6.16 Unrealized -23.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,038 Shares 2,213 Est. Cost $461.52 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $1,027 Shares 14,501 Est. Cost $20.33 Unrealized +224.8%
ORCL ORACLE CORP 0.3%
Value ($000) $1,026 Shares 7,341 Est. Cost $51.41 Unrealized +214.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,026 Shares 1,959 Est. Cost $243.09 Unrealized +105.5%
AMERICAS GOLD AND SILVER COR 0.3%
Value ($000) $1,021 Shares 1,936,062 Est. Cost $1.98 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $986 Shares 2,689 Est. Cost $195.20 Unrealized +95.0%
INTC INTEL CORP 0.3%
Value ($000) $978 Shares 43,053 Est. Cost $24.29 Unrealized -9.9%
BAC BANK AMERICA CORP 0.3%
Value ($000) $963 Shares 23,083 Est. Cost $25.97 Unrealized +68.0%
COHR COHERENT CORP 0.3%
Value ($000) $946 Shares 14,570 Est. Cost $47.89 Unrealized +73.0%
IDV ISHARES TR 0.3%
Value ($000) $925 Shares 29,809 Est. Cost $30.22 Unrealized
ELVA ELECTROVAYA INC 0.3%
Value ($000) $910 Shares 394,079 Est. Cost $2.54 Unrealized -2.7%
BLACKROCK ENHANCED EQUITY DI 0.3%
Value ($000) $902 Shares 104,875 Est. Cost $7.86 Unrealized
AMCOR PLC 0.3%
Value ($000) $895 Shares 92,224 Est. Cost $10.13 Unrealized -4.8%
PSX PHILLIPS 66 0.3%
Value ($000) $894 Shares 7,241 Est. Cost $59.42 Unrealized +100.7%
KO COCA COLA CO 0.3%
Value ($000) $879 Shares 12,280 Est. Cost $42.57 Unrealized +52.6%
ENB ENBRIDGE INC 0.3%
Value ($000) $851 Shares 19,197 Est. Cost $30.09 Unrealized +37.6%
GHM GRAHAM CORP 0.3%
Value ($000) $841 Shares 29,180 Est. Cost $13.55 Unrealized +179.9%
PATK PATRICK INDS INC 0.3%
Value ($000) $826 Shares 9,767 Est. Cost $49.84 Unrealized +77.7%
WMT WALMART INC 0.3%
Value ($000) $822 Shares 9,365 Est. Cost $46.78 Unrealized +98.7%
DVY ISHARES TR 0.2%
Value ($000) $818 Shares 6,095 Est. Cost $72.98 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $806 Shares 21,844 Est. Cost $28.62 Unrealized +22.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $799 Shares 4,680 Est. Cost $129.19 Unrealized +43.1%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $790 Shares 14,334 Est. Cost $47.25 Unrealized +14.1%
TX TERNIUM SA 0.2%
Value ($000) $737 Shares 23,650 Est. Cost $35.63 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $722 Shares 6,500 Est. Cost $112.76 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $721 Shares 7,950 Est. Cost $95.91 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $717 Shares 38,572 Est. Cost $13.48 Unrealized
EQNR EQUINOR ASA 0.2%
Value ($000) $714 Shares 27,000 Est. Cost $26.23 Unrealized
OLN OLIN CORP 0.2%
Value ($000) $702 Shares 28,953 Est. Cost $15.94 Unrealized +70.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $699 Shares 10,316 Est. Cost $54.30 Unrealized +6.8%
RIO RIO TINTO PLC 0.2%
Value ($000) $683 Shares 11,366 Est. Cost $64.06 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $654 Shares 4,680 Est. Cost $57.88 Unrealized +173.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $654 Shares 6,625 Est. Cost $74.06 Unrealized +43.5%
GOOG ALPHABET INC 0.2%
Value ($000) $652 Shares 4,176 Est. Cost $107.94 Unrealized +69.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $652 Shares 1,166 Est. Cost $310.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $651 Shares 3,757 Est. Cost $147.04 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $650 Shares 2,681 Est. Cost $122.11 Unrealized +89.9%
PWR QUANTA SVCS INC 0.2%
Value ($000) $648 Shares 2,548 Est. Cost $35.74 Unrealized +707.5%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $647 Shares 22,773 Est. Cost $12.26 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $645 Shares 12,420 Est. Cost $32.80 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $639 Shares 8,561 Est. Cost $27.64 Unrealized +15.4%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $636 Shares 16,700 Est. Cost $30.92 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $630 Shares 9,069 Est. Cost $69.44 Unrealized
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $627 Shares 31,705 Est. Cost $19.42 Unrealized
SRH TOTAL RETURN FUND INC 0.2%
Value ($000) $623 Shares 36,120 Est. Cost $10.78 Unrealized
BA BOEING CO 0.2%
Value ($000) $622 Shares 3,648 Est. Cost $180.90 Unrealized -4.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $608 Shares 1,946 Est. Cost $104.54 Unrealized +180.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $598 Shares 5,691 Est. Cost $40.69 Unrealized +137.9%
BHP BHP GROUP LTD 0.2%
Value ($000) $590 Shares 12,153 Est. Cost $59.23 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $580 Shares 7,362 Est. Cost $48.78 Unrealized
MOG/A MOOG INC 0.2%
Value ($000) $572 Shares 3,300 Est. Cost $58.73 Unrealized +211.7%
FLEX FLEX LTD 0.2%
Value ($000) $566 Shares 17,120 Est. Cost $6.35 Unrealized +517.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $557 Shares 3,100 Est. Cost $127.43 Unrealized +43.0%
ABBV ABBVIE INC 0.2%
Value ($000) $555 Shares 2,651 Est. Cost $61.35 Unrealized +208.7%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $548 Shares 27,003 Est. Cost $17.83 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $542 Shares 3,505 Est. Cost $112.76 Unrealized +60.2%
ALC ALCON AG 0.2%
Value ($000) $534 Shares 5,630 Est. Cost $58.24 Unrealized +53.5%
ETN EATON CORP PLC 0.2%
Value ($000) $533 Shares 1,963 Est. Cost $133.92 Unrealized +130.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $532 Shares 1,613 Est. Cost $174.28 Unrealized +101.9%
GEV GE VERNOVA INC 0.2%
Value ($000) $531 Shares 1,738 Est. Cost $158.10 Unrealized +120.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $528 Shares 3,439 Est. Cost $63.82 Unrealized +150.2%
HLN HALEON PLC 0.2%
Value ($000) $508 Shares 49,347 Est. Cost $6.36 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $488 Shares 1,317 Est. Cost $283.33 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $483 Shares 7,670 Est. Cost $28.35 Unrealized +116.0%
MMM 3M CO 0.1%
Value ($000) $481 Shares 3,278 Est. Cost $92.51 Unrealized +56.3%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $476 Shares 12,048 Est. Cost $36.73 Unrealized 0.0%
IXN ISHARES TR 0.1%
Value ($000) $476 Shares 6,283 Est. Cost $75.64 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $474 Shares 7,903 Est. Cost $33.77 Unrealized +51.1%
SO SOUTHERN CO 0.1%
Value ($000) $472 Shares 5,138 Est. Cost $28.58 Unrealized +194.4%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $465 Shares 2,800 Est. Cost $153.10 Unrealized +9.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $459 Shares 3,474 Est. Cost $47.61 Unrealized +171.7%
RTX RTX CORPORATION 0.1%
Value ($000) $457 Shares 3,454 Est. Cost $61.67 Unrealized +102.3%
META META PLATFORMS INC 0.1%
Value ($000) $457 Shares 794 Est. Cost $169.12 Unrealized +280.3%
UNILEVER PLC 0.1%
Value ($000) $451 Shares 7,573 Est. Cost $59.17 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $434 Shares 1,000 Est. Cost $203.15 Unrealized +100.9%
TSLA TESLA INC 0.1%
Value ($000) $434 Shares 1,673 Est. Cost $252.95 Unrealized +31.7%
PEP PEPSICO INC 0.1%
Value ($000) $433 Shares 2,889 Est. Cost $63.17 Unrealized +127.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $426 Shares 2,939 Est. Cost $37.83 Unrealized +340.6%
ASC ARDMORE SHIPPING CORP 0.1%
Value ($000) $422 Shares 43,101 Est. Cost $6.53 Unrealized +64.3%
SYY SYSCO CORP 0.1%
Value ($000) $420 Shares 5,600 Est. Cost $35.01 Unrealized +103.6%
GM GENERAL MTRS CO 0.1%
Value ($000) $413 Shares 8,792 Est. Cost $36.67 Unrealized +33.1%
KOPN KOPIN CORP 0.1%
Value ($000) $408 Shares 438,118 Est. Cost $2.92 Unrealized -49.6%
TRIUMPH GROUP INC NEW 0.1%
Value ($000) $408 Shares 16,087 Est. Cost $22.61 Unrealized
F FORD MTR CO 0.1%
Value ($000) $407 Shares 40,554 Est. Cost $7.70 Unrealized +20.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $404 Shares 2,200 Est. Cost $110.82 Unrealized +60.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $404 Shares 9,811 Est. Cost $39.00 Unrealized +9.5%
CRNT CERAGON NETWORKS LTD 0.1%
Value ($000) $401 Shares 170,600 Est. Cost $2.98 Unrealized +23.1%
MANAGED PORTFOLIO SERIES 0.1%
Value ($000) $400 Shares 11,000 Est. Cost $17.64 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $400 Shares 3,666 Est. Cost $51.91 Unrealized +91.1%
TRVI TREVI THERAPEUTICS INC 0.1%
Value ($000) $399 Shares 63,500 Est. Cost $1.65 Unrealized +188.5%
V VISA INC 0.1%
Value ($000) $398 Shares 1,136 Est. Cost $242.67 Unrealized +38.6%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $397 Shares 24,513 Est. Cost $10.92 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $396 Shares 20,357 Est. Cost $20.23 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $394 Shares 8,207 Est. Cost $36.26 Unrealized +29.1%
ABT ABBOTT LABS 0.1%
Value ($000) $377 Shares 2,839 Est. Cost $86.15 Unrealized +45.6%
INVESCO PA VALUE MUN INC TR 0.1%
Value ($000) $376 Shares 36,945 Est. Cost $13.32 Unrealized
BP BP PLC 0.1%
Value ($000) $376 Shares 11,120 Est. Cost $29.54 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $371 Shares 1,797 Est. Cost $120.53 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $371 Shares 847 Est. Cost $247.74 Unrealized +78.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $366 Shares 2,511 Est. Cost $66.21 Unrealized +119.2%
DOW DOW INC 0.1%
Value ($000) $366 Shares 10,475 Est. Cost $37.59 Unrealized -4.3%
IWP ISHARES TR 0.1%
Value ($000) $365 Shares 3,107 Est. Cost $130.13 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $363 Shares 16,365 Est. Cost $35.34 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $362 Shares 748 Est. Cost $343.69 Unrealized +50.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $358 Shares 4,987 Est. Cost $45.94 Unrealized +60.4%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $356 Shares 18,000 Est. Cost $20.13 Unrealized
ONTO ONTO INNOVATION INC 0.1%
Value ($000) $348 Shares 2,866 Est. Cost $103.63 Unrealized +62.5%
PLSE PULSE BIOSCIENCES INC 0.1%
Value ($000) $346 Shares 21,500 Est. Cost $2.25 Unrealized +730.1%
IPI INTREPID POTASH INC 0.1%
Value ($000) $345 Shares 11,750 Est. Cost $28.99 Unrealized -8.9%
VTRS VIATRIS INC 0.1%
Value ($000) $344 Shares 39,484 Est. Cost $12.87 Unrealized -22.2%
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $339 Shares 57,813 Est. Cost $7.10 Unrealized -22.4%
UNP UNION PAC CORP 0.1%
Value ($000) $335 Shares 1,419 Est. Cost $77.59 Unrealized +203.6%
MTB M & T BK CORP 0.1%
Value ($000) $328 Shares 1,835 Est. Cost $161.57 Unrealized +14.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $327 Shares 1,475 Est. Cost $153.79 Unrealized
KKR INCOME OPPORTUNITIES FD 0.1%
Value ($000) $327 Shares 26,591 Est. Cost $12.29 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $325 Shares 2,300 Est. Cost $146.90 Unrealized -0.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $325 Shares 2,285 Est. Cost $67.22 Unrealized +93.1%
USFD US FOODS HLDG CORP 0.1%
Value ($000) $319 Shares 4,872 Est. Cost $68.34 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $311 Shares 696 Est. Cost $292.11 Unrealized +53.5%
PPL PPL CORP 0.1%
Value ($000) $310 Shares 8,579 Est. Cost $24.04 Unrealized +36.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $309 Shares 1,965 Est. Cost $93.70 Unrealized +51.2%
HANESBRANDS INC 0.1%
Value ($000) $307 Shares 53,190 Est. Cost $20.08 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $299 Shares 8,241 Est. Cost $13.66 Unrealized +140.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $296 Shares 3,671 Est. Cost $71.18 Unrealized +20.6%
MATV MATIV HOLDINGS INC 0.1%
Value ($000) $291 Shares 46,650 Est. Cost $16.14 Unrealized -51.8%
UVSP UNIVEST FINANCIAL CORPORATIO 0.1%
Value ($000) $290 Shares 10,227 Est. Cost $19.59 Unrealized +51.1%
DE DEERE & CO 0.1%
Value ($000) $290 Shares 617 Est. Cost $326.53 Unrealized +41.3%
IJT ISHARES TR 0.1%
Value ($000) $289 Shares 2,320 Est. Cost $119.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $287 Shares 1,388 Est. Cost $151.93 Unrealized +25.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $281 Shares 196 Est. Cost $54.79 Unrealized +58.8%
LOW LOWES COS INC 0.1%
Value ($000) $280 Shares 1,200 Est. Cost $193.17 Unrealized +25.3%
PTEN PATTERSON-UTI ENERGY INC 0.1%
Value ($000) $271 Shares 32,954 Est. Cost $13.04 Unrealized -35.7%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $270 Shares 23,600 Est. Cost $11.37 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $269 Shares 1,844 Est. Cost $118.36 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $268 Shares 10,500 Est. Cost $12.11 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $268 Shares 5,826 Est. Cost $45.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $266 Shares 1,414 Est. Cost $153.75 Unrealized
STM STMICROELECTRONICS N V 0.1%
Value ($000) $259 Shares 11,800 Est. Cost $37.25 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $258 Shares 714 Est. Cost $303.28 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $257 Shares 10,052 Est. Cost $25.98 Unrealized
LIQT LIQTECH INTL INC 0.1%
Value ($000) $256 Shares 171,742 Est. Cost $3.18 Unrealized -48.2%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $250 Shares 12,500 Est. Cost $18.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $248 Shares 466 Est. Cost $503.30 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $248 Shares 5,500 Est. Cost $49.27 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $248 Shares 12,000 Est. Cost $21.90 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $246 Shares 1,440 Est. Cost $100.39 Unrealized +58.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $242 Shares 1,848 Est. Cost $114.01 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $240 Shares 2,423 Est. Cost $98.22 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $238 Shares 2,500 Est. Cost $80.90 Unrealized +6.8%
ITOT ISHARES TR 0.1%
Value ($000) $236 Shares 1,937 Est. Cost $116.14 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $234 Shares 2,844 Est. Cost $76.36 Unrealized +6.1%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $234 Shares 4,075 Est. Cost $49.46 Unrealized
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $230 Shares 3,700 Est. Cost $41.81 Unrealized +101.6%
PLD PROLOGIS INC. 0.1%
Value ($000) $229 Shares 2,049 Est. Cost $86.18 Unrealized +29.8%
GLNG GOLAR LNG LTD 0.1%
Value ($000) $228 Shares 6,000 Est. Cost $32.19 Unrealized +18.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $224 Shares 4,399 Est. Cost $47.90 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 1,274 Est. Cost $162.86 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $211 Shares 2,999 Est. Cost $63.05 Unrealized +9.1%
ASYS AMTECH SYS INC 0.1%
Value ($000) $211 Shares 43,624 Est. Cost $7.77 Unrealized -33.6%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $207 Shares 10,262 Est. Cost $16.13 Unrealized +18.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $207 Shares 3,046 Est. Cost $59.75 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $207 Shares 1,770 Est. Cost $119.51 Unrealized +5.4%
VLUE ISHARES TR 0.1%
Value ($000) $206 Shares 1,930 Est. Cost $109.04 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $205 Shares 2,891 Est. Cost $74.53 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $205 Shares 7,348 Est. Cost $26.31 Unrealized 0.0%
NOK NOKIA CORP 0.1%
Value ($000) $203 Shares 38,550 Est. Cost $4.63 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $203 Shares 1,852 Est. Cost $119.02 Unrealized -0.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $201 Shares 2,315 Est. Cost $95.73 Unrealized 0.0%
MTRX MATRIX SVC CO 0.1%
Value ($000) $199 Shares 16,000 Est. Cost $6.85 Unrealized +95.4%
AGNC AGNC INVT CORP 0.1%
Value ($000) $194 Shares 20,200 Est. Cost $10.29 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $158 Shares 19,879 Est. Cost $6.78 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $138 Shares 10,400 Est. Cost $13.26 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $133 Shares 13,300 Est. Cost $14.17 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $120 Shares 14,975 Est. Cost $8.67 Unrealized 0.0%
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $116 Shares 19,000 Est. Cost $8.16 Unrealized
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $108 Shares 22,676 Est. Cost $4.39 Unrealized +15.2%
INVESCO SR INCOME TR 0.0%
Value ($000) $105 Shares 27,892 Est. Cost $5.38 Unrealized
GOGL GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $101 Shares 12,716 Est. Cost $9.93 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $4.88 Unrealized +90.5%
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $90 Shares 27,000 Est. Cost $4.12 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value ($000) $71 Shares 101,533 Est. Cost $1.81 Unrealized -57.1%
ATOM ATOMERA INC 0.0%
Value ($000) $60 Shares 15,000 Est. Cost $6.13 Unrealized +26.9%
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $59 Shares 10,500 Est. Cost $5.71 Unrealized
RMTI ROCKWELL MED INC 0.0%
Value ($000) $45 Shares 39,500 Est. Cost $2.66 Unrealized -31.7%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $45 Shares 10,000 Est. Cost $6.15 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $37 Shares 17,161 Est. Cost $5.78 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $5.16 Unrealized 0.0%
PED PEDEVCO CORP 0.0%
Value ($000) $17 Shares 24,500 Est. Cost $0.92 Unrealized -15.5%
HYCROFT MINING HOLDING CORP 0.0%
Value ($000) $1 Shares 33,500 Est. Cost $0.84 Unrealized
VIRACTA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 16,396 Est. Cost $0.78 Unrealized