Mesirow Financial Investment Management, Inc. Diversified Active

CIK: 0001469475 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 4, 2025

Total Value ($000): $5,128,462 (100.0% shares, 0.0% debt)

Holdings (536)

BRK/B BERKSHIRE HATHAWAY INC DEL 9.0%
Value ($000) $463,571 Shares 954,309 Est. Cost $368.43 Unrealized +37.8%
MOAT VANECK ETF TRUST 4.9%
Value ($000) $250,285 Shares 2,668,567 Est. Cost $87.50 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $218,356 Shares 1,064,255 Est. Cost $182.81 Unrealized +10.2%
MSFT MICROSOFT CORP 3.2%
Value ($000) $164,523 Shares 330,735 Est. Cost $362.25 Unrealized +19.4%
IJR ISHARES TR 3.1%
Value ($000) $156,853 Shares 1,435,196 Est. Cost $95.55 Unrealized
IVV ISHARES TR 2.9%
Value ($000) $150,081 Shares 241,695 Est. Cost $494.78 Unrealized
ITOT ISHARES TR 2.7%
Value ($000) $137,741 Shares 1,019,989 Est. Cost $113.69 Unrealized
VOO VANGUARD INDEX FDS 2.2%
Value ($000) $114,731 Shares 201,986 Est. Cost $434.88 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $100,778 Shares 568,111 Est. Cost $139.11 Unrealized +18.5%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $92,569 Shares 319,311 Est. Cost $148.46 Unrealized +70.2%
AMZN AMAZON COM INC 1.8%
Value ($000) $89,792 Shares 409,281 Est. Cost $146.24 Unrealized +35.3%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $84,735 Shares 137,144 Est. Cost $440.70 Unrealized
IWF ISHARES TR 1.6%
Value ($000) $80,155 Shares 188,769 Est. Cost $302.91 Unrealized
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $75,995 Shares 570,074 Est. Cost $120.19 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $69,834 Shares 396,264 Est. Cost $133.70 Unrealized +22.1%
GLD SPDR GOLD TR 1.3%
Value ($000) $64,703 Shares 212,260 Est. Cost $197.79 Unrealized
FPAG INVESTMENT MANAGERS SER TR I 1.2%
Value ($000) $62,705 Shares 1,844,476 Est. Cost $29.85 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $60,581 Shares 219,782 Est. Cost $151.74 Unrealized +42.3%
VXUS VANGUARD STAR FDS 1.1%
Value ($000) $58,228 Shares 842,765 Est. Cost $61.96 Unrealized
IWR ISHARES TR 1.0%
Value ($000) $50,341 Shares 547,366 Est. Cost $82.17 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $44,976 Shares 45,425 Est. Cost $603.26 Unrealized +64.2%
RTX RTX CORPORATION 0.8%
Value ($000) $42,698 Shares 292,413 Est. Cost $76.07 Unrealized +73.2%
IJH ISHARES TR 0.8%
Value ($000) $41,664 Shares 671,772 Est. Cost $72.81 Unrealized
IWD ISHARES TR 0.8%
Value ($000) $39,961 Shares 205,744 Est. Cost $189.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $39,667 Shares 193,816 Est. Cost $186.54 Unrealized
SGOV ISHARES TR 0.8%
Value ($000) $39,505 Shares 392,339 Est. Cost $100.62 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $39,161 Shares 89,309 Est. Cost $355.15 Unrealized
BAC BANK AMERICA CORP 0.8%
Value ($000) $38,940 Shares 822,903 Est. Cost $28.27 Unrealized +46.6%
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $37,441 Shares 656,751 Est. Cost $50.67 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $36,856 Shares 94,936 Est. Cost $252.91 Unrealized +30.8%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $36,631 Shares 207,260 Est. Cost $154.18 Unrealized
AOR ISHARES TR 0.7%
Value ($000) $36,588 Shares 594,241 Est. Cost $53.26 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $36,143 Shares 162,901 Est. Cost $194.73 Unrealized +13.3%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $35,855 Shares 88,429 Est. Cost $480.76 Unrealized -13.2%
TCAF T ROWE PRICE ETF INC 0.7%
Value ($000) $34,339 Shares 973,312 Est. Cost $31.29 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $31,463 Shares 351,984 Est. Cost $67.30 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $30,240 Shares 53,805 Est. Cost $407.53 Unrealized +35.3%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $29,989 Shares 100,338 Est. Cost $313.47 Unrealized -3.4%
IEFA ISHARES TR 0.6%
Value ($000) $29,902 Shares 358,193 Est. Cost $63.39 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $29,881 Shares 41 Est. Cost $606762.30 Unrealized +25.6%
FDX FEDEX CORP 0.6%
Value ($000) $29,876 Shares 131,430 Est. Cost $242.26 Unrealized -11.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $29,682 Shares 207,289 Est. Cost $138.07 Unrealized -0.8%
ABBV ABBVIE INC 0.6%
Value ($000) $29,471 Shares 158,777 Est. Cost $141.79 Unrealized +28.8%
UNP UNION PAC CORP 0.6%
Value ($000) $28,955 Shares 125,847 Est. Cost $219.70 Unrealized -0.6%
LIN LINDE PLC 0.6%
Value ($000) $28,786 Shares 61,351 Est. Cost $383.62 Unrealized +17.9%
PEP PEPSICO INC 0.6%
Value ($000) $28,588 Shares 216,507 Est. Cost $154.01 Unrealized -14.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $27,902 Shares 224,996 Est. Cost $87.46 Unrealized +17.5%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $27,737 Shares 348,883 Est. Cost $78.03 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $26,319 Shares 120,378 Est. Cost $109.42 Unrealized +47.0%
IJJ ISHARES TR 0.5%
Value ($000) $26,250 Shares 212,409 Est. Cost $114.34 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $25,925 Shares 35,118 Est. Cost $350.96 Unrealized +75.7%
TEL TE CONNECTIVITY PLC 0.5%
Value ($000) $25,714 Shares 152,451 Est. Cost $146.90 Unrealized +2.7%
GAL SSGA ACTIVE ETF TR 0.5%
Value ($000) $25,305 Shares 538,416 Est. Cost $41.44 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $25,118 Shares 195,441 Est. Cost $105.47 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $24,717 Shares 90,641 Est. Cost $224.66 Unrealized +18.4%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $24,119 Shares 75,612 Est. Cost $162.51 Unrealized +71.9%
MGC VANGUARD WORLD FD 0.5%
Value ($000) $24,031 Shares 106,843 Est. Cost $189.69 Unrealized
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $23,998 Shares 583,476 Est. Cost $25.54 Unrealized +43.1%
WMT WALMART INC 0.5%
Value ($000) $23,879 Shares 244,212 Est. Cost $64.24 Unrealized +47.5%
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $23,790 Shares 144,648 Est. Cost $158.95 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $23,582 Shares 77,584 Est. Cost $239.34 Unrealized
BLK BLACKROCK INC 0.5%
Value ($000) $23,314 Shares 22,220 Est. Cost $991.05 Unrealized -5.8%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $23,263 Shares 83,131 Est. Cost $249.14 Unrealized
SYK STRYKER CORPORATION 0.5%
Value ($000) $23,215 Shares 58,670 Est. Cost $347.04 Unrealized +7.1%
ABT ABBOTT LABS 0.4%
Value ($000) $23,051 Shares 169,478 Est. Cost $97.95 Unrealized +33.3%
J JACOBS SOLUTIONS INC 0.4%
Value ($000) $22,291 Shares 169,579 Est. Cost $106.89 Unrealized +14.7%
SHY ISHARES TR 0.4%
Value ($000) $21,797 Shares 263,045 Est. Cost $82.40 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $20,403 Shares 94,548 Est. Cost $157.28 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $19,665 Shares 141,784 Est. Cost $116.64 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $18,991 Shares 51,794 Est. Cost $300.38 Unrealized +18.5%
IVE ISHARES TR 0.4%
Value ($000) $18,910 Shares 96,768 Est. Cost $71.40 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $18,463 Shares 120,873 Est. Cost $144.19 Unrealized +4.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $18,141 Shares 58,146 Est. Cost $491.16 Unrealized -23.7%
IVW ISHARES TR 0.3%
Value ($000) $17,647 Shares 160,286 Est. Cost $14.43 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $17,542 Shares 160,643 Est. Cost $88.20 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $17,142 Shares 31,073 Est. Cost $222.15 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $16,994 Shares 107,562 Est. Cost $96.66 Unrealized +30.2%
ISHARES TR 0.3%
Value ($000) $15,278 Shares 606,747 Est. Cost $24.95 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $15,169 Shares 80,381 Est. Cost $171.48 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $14,979 Shares 310,501 Est. Cost $3.41 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $14,641 Shares 243,888 Est. Cost $45.60 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $14,589 Shares 206,201 Est. Cost $53.33 Unrealized +30.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $14,424 Shares 25,464 Est. Cost $511.21 Unrealized
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $14,392 Shares 288,614 Est. Cost $40.12 Unrealized
SDY SPDR SERIES TRUST 0.3%
Value ($000) $13,889 Shares 102,333 Est. Cost $126.14 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value ($000) $13,767 Shares 51,688 Est. Cost $164.33 Unrealized +44.6%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $13,710 Shares 442,127 Est. Cost $26.75 Unrealized
IBDR ISHARES TR 0.3%
Value ($000) $13,505 Shares 556,889 Est. Cost $24.03 Unrealized
AOA ISHARES TR 0.3%
Value ($000) $12,933 Shares 155,076 Est. Cost $69.64 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $12,719 Shares 43,534 Est. Cost $265.97 Unrealized +14.1%
ALL ALLSTATE CORP 0.2%
Value ($000) $12,586 Shares 62,517 Est. Cost $126.69 Unrealized +55.4%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $12,553 Shares 137,586 Est. Cost $56.52 Unrealized +47.1%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $12,160 Shares 458,848 Est. Cost $42.33 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $12,066 Shares 31,189 Est. Cost $562.80 Unrealized -31.5%
V VISA INC 0.2%
Value ($000) $11,944 Shares 33,629 Est. Cost $270.91 Unrealized +28.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $11,911 Shares 15,275 Est. Cost $587.34 Unrealized +31.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $11,756 Shares 128,289 Est. Cost $91.87 Unrealized -7.3%
IAU ISHARES GOLD TR 0.2%
Value ($000) $11,630 Shares 186,499 Est. Cost $48.27 Unrealized
FEGE RBB FUND TRUST 0.2%
Value ($000) $11,597 Shares 287,269 Est. Cost $38.28 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $11,432 Shares 107,503 Est. Cost $105.47 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $11,093 Shares 47,631 Est. Cost $182.99 Unrealized +9.1%
IBDS ISHARES TR 0.2%
Value ($000) $10,763 Shares 443,466 Est. Cost $23.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $10,656 Shares 215,448 Est. Cost $42.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $10,560 Shares 41,701 Est. Cost $196.45 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $10,470 Shares 57,482 Est. Cost $86.66 Unrealized +93.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $10,411 Shares 65,344 Est. Cost $142.41 Unrealized +12.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $10,375 Shares 115,616 Est. Cost $109.14 Unrealized -19.3%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $9,766 Shares 332,185 Est. Cost $15.71 Unrealized +70.4%
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value ($000) $9,681 Shares 289,500 Est. Cost $31.34 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $9,181 Shares 85,172 Est. Cost $102.48 Unrealized +2.0%
ISHARES TR 0.2%
Value ($000) $9,056 Shares 387,685 Est. Cost $23.28 Unrealized
SMOT VANECK ETF TRUST 0.2%
Value ($000) $8,931 Shares 256,624 Est. Cost $32.58 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $8,881 Shares 6,632 Est. Cost $52.65 Unrealized +114.8%
ENB ENBRIDGE INC 0.2%
Value ($000) $8,658 Shares 191,052 Est. Cost $30.03 Unrealized +45.8%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $8,493 Shares 236,970 Est. Cost $31.51 Unrealized
IBDT ISHARES TR 0.2%
Value ($000) $8,425 Shares 331,426 Est. Cost $24.98 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $8,207 Shares 33,194 Est. Cost $229.12 Unrealized +3.5%
GLW CORNING INC 0.2%
Value ($000) $7,773 Shares 147,807 Est. Cost $27.96 Unrealized +65.6%
DIM WISDOMTREE TR 0.1%
Value ($000) $7,628 Shares 101,287 Est. Cost $64.95 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $7,123 Shares 232,173 Est. Cost $31.35 Unrealized
DIVO AMPLIFY ETF TR 0.1%
Value ($000) $7,109 Shares 167,078 Est. Cost $40.87 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $7,008 Shares 289,105 Est. Cost $26.15 Unrealized -14.5%
ZTS ZOETIS INC 0.1%
Value ($000) $6,982 Shares 44,764 Est. Cost $175.53 Unrealized -10.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $6,905 Shares 23,421 Est. Cost $186.69 Unrealized +36.0%
IBTG ISHARES TR 0.1%
Value ($000) $6,869 Shares 299,583 Est. Cost $22.85 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $6,529 Shares 94,108 Est. Cost $48.06 Unrealized +25.6%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,259 Shares 71,766 Est. Cost $86.72 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $5,957 Shares 63,847 Est. Cost $71.27 Unrealized +15.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $5,616 Shares 23,697 Est. Cost $216.07 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $5,613 Shares 255,619 Est. Cost $17.15 Unrealized +16.4%
QLD PROSHARES TR 0.1%
Value ($000) $5,544 Shares 47,100 Est. Cost $9.10 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $5,293 Shares 16,399 Est. Cost $125.63 Unrealized +110.0%
MCK MCKESSON CORP 0.1%
Value ($000) $5,007 Shares 6,832 Est. Cost $452.89 Unrealized +55.4%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $4,933 Shares 38,910 Est. Cost $73.50 Unrealized +36.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $4,915 Shares 15,936 Est. Cost $225.02 Unrealized +34.4%
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $4,708 Shares 110,938 Est. Cost $41.82 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $4,694 Shares 17,033 Est. Cost $209.36 Unrealized +28.2%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $4,431 Shares 11,174 Est. Cost $280.87 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $4,380 Shares 56,659 Est. Cost $66.69 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $4,211 Shares 15,078 Est. Cost $258.33 Unrealized +7.5%
GE GE AEROSPACE 0.1%
Value ($000) $4,192 Shares 16,286 Est. Cost $97.74 Unrealized +123.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $4,181 Shares 51,219 Est. Cost $61.56 Unrealized +31.0%
KKR KKR & CO INC 0.1%
Value ($000) $4,128 Shares 31,027 Est. Cost $68.17 Unrealized +71.1%
NTRA NATERA INC 0.1%
Value ($000) $4,002 Shares 23,689 Est. Cost $49.96 Unrealized +211.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $3,983 Shares 43,815 Est. Cost $71.73 Unrealized +25.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $3,942 Shares 37,994 Est. Cost $72.28 Unrealized +41.1%
TSLA TESLA INC 0.1%
Value ($000) $3,894 Shares 12,260 Est. Cost $253.86 Unrealized +18.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $3,884 Shares 31,454 Est. Cost $92.23 Unrealized +36.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $3,881 Shares 17,129 Est. Cost $128.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $3,873 Shares 17,524 Est. Cost $180.03 Unrealized +16.8%
MRK MERCK & CO INC 0.1%
Value ($000) $3,724 Shares 47,037 Est. Cost $100.74 Unrealized -23.2%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $3,660 Shares 8,366 Est. Cost $303.94 Unrealized +29.3%
MCS MARCUS CORP DEL 0.1%
Value ($000) $3,510 Shares 208,212 Est. Cost $15.04 Unrealized +12.2%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $3,473 Shares 47,170 Est. Cost $73.45 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $3,435 Shares 16,145 Est. Cost $176.94 Unrealized +4.6%
HSY HERSHEY CO 0.1%
Value ($000) $3,423 Shares 20,628 Est. Cost $177.46 Unrealized -8.9%
SOURCE CAPITAL 0.1%
Value ($000) $3,347 Shares 77,195 Est. Cost $41.51 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,327 Shares 56,751 Est. Cost $36.81 Unrealized +52.0%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $3,277 Shares 100,353 Est. Cost $29.61 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $3,182 Shares 33,103 Est. Cost $89.79 Unrealized +8.9%
BA BOEING CO 0.1%
Value ($000) $3,174 Shares 15,148 Est. Cost $206.54 Unrealized -8.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3,168 Shares 73,203 Est. Cost $35.01 Unrealized +19.5%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $3,123 Shares 31,621 Est. Cost $52.95 Unrealized +53.7%
GDX VANECK ETF TRUST 0.1%
Value ($000) $3,122 Shares 59,975 Est. Cost $32.45 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $3,060 Shares 16,740 Est. Cost $178.37 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $3,008 Shares 15,227 Est. Cost $213.95 Unrealized -9.8%
AMLP ALPS ETF TR 0.1%
Value ($000) $2,957 Shares 60,529 Est. Cost $44.39 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $2,948 Shares 11,042 Est. Cost $166.47 Unrealized +54.7%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $2,857 Shares 15,348 Est. Cost $50.04 Unrealized +207.0%
BX BLACKSTONE INC 0.1%
Value ($000) $2,797 Shares 18,696 Est. Cost $105.23 Unrealized +28.4%
TTD THE TRADE DESK INC 0.1%
Value ($000) $2,779 Shares 38,604 Est. Cost $78.21 Unrealized -18.4%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,732 Shares 32,062 Est. Cost $81.49 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $2,637 Shares 73,876 Est. Cost $39.57 Unrealized -14.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $2,584 Shares 24,801 Est. Cost $89.14 Unrealized +17.0%
T AT&T INC 0.0%
Value ($000) $2,503 Shares 86,498 Est. Cost $15.20 Unrealized +77.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2,487 Shares 5,367 Est. Cost $421.69 Unrealized +8.9%
AGG ISHARES TR 0.0%
Value ($000) $2,459 Shares 24,789 Est. Cost $98.95 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $2,387 Shares 4,510 Est. Cost $186.20 Unrealized +123.4%
DE DEERE & CO 0.0%
Value ($000) $2,379 Shares 4,678 Est. Cost $365.43 Unrealized +32.6%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $2,347 Shares 33,140 Est. Cost $36.78 Unrealized +73.3%
EXC EXELON CORP 0.0%
Value ($000) $2,218 Shares 51,083 Est. Cost $37.99 Unrealized +14.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,192 Shares 12,059 Est. Cost $172.48 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $2,158 Shares 38,473 Est. Cost $39.96 Unrealized +26.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $2,093 Shares 2,012 Est. Cost $936.35 Unrealized +10.3%
RYLD GLOBAL X FDS 0.0%
Value ($000) $2,084 Shares 139,803 Est. Cost $16.75 Unrealized
NKE NIKE INC 0.0%
Value ($000) $2,070 Shares 29,135 Est. Cost $100.30 Unrealized -41.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $2,060 Shares 23,124 Est. Cost $91.58 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $2,051 Shares 15,852 Est. Cost $114.48 Unrealized +5.0%
AON AON PLC 0.0%
Value ($000) $2,033 Shares 5,699 Est. Cost $320.04 Unrealized +12.9%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2,023 Shares 4,813 Est. Cost $342.56 Unrealized +21.2%
IWB ISHARES TR 0.0%
Value ($000) $2,012 Shares 5,924 Est. Cost $291.19 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,997 Shares 11,594 Est. Cost $222.69 Unrealized -19.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1,994 Shares 9,597 Est. Cost $154.47 Unrealized +12.8%
DGRW WISDOMTREE TR 0.0%
Value ($000) $1,976 Shares 23,599 Est. Cost $80.53 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1,957 Shares 8,198 Est. Cost $227.88 Unrealized
BOX BOX INC 0.0%
Value ($000) $1,932 Shares 56,535 Est. Cost $25.69 Unrealized +27.6%
CTVA CORTEVA INC 0.0%
Value ($000) $1,890 Shares 25,357 Est. Cost $50.30 Unrealized +31.6%
PSX PHILLIPS 66 0.0%
Value ($000) $1,860 Shares 15,585 Est. Cost $111.62 Unrealized -1.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,772 Shares 3,320 Est. Cost $342.12 Unrealized +43.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,768 Shares 2,983 Est. Cost $501.57 Unrealized +12.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1,759 Shares 2,485 Est. Cost $454.38 Unrealized +25.8%
C CITIGROUP INC 0.0%
Value ($000) $1,739 Shares 20,426 Est. Cost $46.00 Unrealized +54.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,730 Shares 20,399 Est. Cost $85.20 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1,728 Shares 8,861 Est. Cost $190.73 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $1,722 Shares 24,452 Est. Cost $66.19 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $1,720 Shares 102,846 Est. Cost $17.48 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,698 Shares 25,181 Est. Cost $64.45 Unrealized +1.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,677 Shares 32,025 Est. Cost $38.81 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,651 Shares 9,942 Est. Cost $144.67 Unrealized +2.2%
FLXR TCW ETF TRUST 0.0%
Value ($000) $1,646 Shares 41,724 Est. Cost $39.35 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $1,636 Shares 14,928 Est. Cost $110.26 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,621 Shares 5,557 Est. Cost $245.22 Unrealized +11.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,587 Shares 10,712 Est. Cost $126.45 Unrealized +14.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,580 Shares 11,852 Est. Cost $89.14 Unrealized +27.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $1,569 Shares 2,364 Est. Cost $538.59 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $1,560 Shares 4,369 Est. Cost $228.04 Unrealized +34.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,525 Shares 6,662 Est. Cost $205.42 Unrealized +11.8%
PICK ISHARES INC 0.0%
Value ($000) $1,524 Shares 40,538 Est. Cost $38.27 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,514 Shares 22,647 Est. Cost $62.90 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1,509 Shares 9,473 Est. Cost $123.77 Unrealized +17.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,496 Shares 21,690 Est. Cost $65.55 Unrealized -2.1%
IGF ISHARES TR 0.0%
Value ($000) $1,484 Shares 25,074 Est. Cost $47.36 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $1,479 Shares 2,763 Est. Cost $458.92 Unrealized -3.9%
IGSB ISHARES TR 0.0%
Value ($000) $1,455 Shares 27,575 Est. Cost $2.66 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $1,450 Shares 10,295 Est. Cost $84.24 Unrealized +43.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,449 Shares 12,277 Est. Cost $84.71 Unrealized +36.3%
TSSI TSS INC DEL 0.0%
Value ($000) $1,431 Shares 49,643 Est. Cost $8.46 Unrealized +55.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1,426 Shares 17,796 Est. Cost $61.79 Unrealized +15.1%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $1,418 Shares 54,243 Est. Cost $23.76 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,400 Shares 20,160 Est. Cost $56.10 Unrealized +21.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,396 Shares 18,475 Est. Cost $75.58 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,389 Shares 30,006 Est. Cost $48.11 Unrealized -1.9%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,389 Shares 47,286 Est. Cost $25.56 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $1,361 Shares 18,275 Est. Cost $39.88 Unrealized +76.1%
USB US BANCORP DEL 0.0%
Value ($000) $1,343 Shares 29,684 Est. Cost $40.40 Unrealized +0.9%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1,291 Shares 4,212 Est. Cost $288.40 Unrealized +6.6%
DVY ISHARES TR 0.0%
Value ($000) $1,279 Shares 9,629 Est. Cost $123.71 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $1,274 Shares 13,876 Est. Cost $65.93 Unrealized +33.5%
ACWI ISHARES TR 0.0%
Value ($000) $1,266 Shares 9,844 Est. Cost $102.19 Unrealized
NICE NICE LTD 0.0%
Value ($000) $1,251 Shares 7,409 Est. Cost $202.44 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,238 Shares 12,259 Est. Cost $128.09 Unrealized -26.5%
ADSK AUTODESK INC 0.0%
Value ($000) $1,219 Shares 3,937 Est. Cost $253.30 Unrealized +12.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,210 Shares 2,303 Est. Cost $825.20 Unrealized -32.6%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $1,209 Shares 13,516 Est. Cost $67.15 Unrealized +33.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,201 Shares 4,394 Est. Cost $212.66 Unrealized +17.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $1,186 Shares 10,818 Est. Cost $94.84 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,135 Shares 14,421 Est. Cost $77.26 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,093 Shares 1,387 Est. Cost $599.77 Unrealized +12.5%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,090 Shares 16,209 Est. Cost $58.40 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1,090 Shares 4,672 Est. Cost $206.46 Unrealized +7.6%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,081 Shares 7,777 Est. Cost $128.04 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,081 Shares 7,100 Est. Cost $76.09 Unrealized +85.6%
HYG ISHARES TR 0.0%
Value ($000) $1,080 Shares 13,395 Est. Cost $77.39 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1,074 Shares 10,620 Est. Cost $68.61 Unrealized +26.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1,062 Shares 14,500 Est. Cost $54.39 Unrealized +23.8%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,058 Shares 30,590 Est. Cost $29.94 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,050 Shares 14,126 Est. Cost $60.00 Unrealized +13.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,046 Shares 5,110 Est. Cost $178.95 Unrealized +3.8%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1,022 Shares 12,890 Est. Cost $72.94 Unrealized +5.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1,016 Shares 668 Est. Cost $997.72 Unrealized +31.7%
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,010 Shares 8,600 Est. Cost $77.70 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $999 Shares 9,952 Est. Cost $83.74 Unrealized +23.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $995 Shares 10,927 Est. Cost $46.87 Unrealized +79.1%
EFV ISHARES TR 0.0%
Value ($000) $987 Shares 15,546 Est. Cost $54.78 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $985 Shares 13,842 Est. Cost $95.17 Unrealized -19.5%
DLN WISDOMTREE TR 0.0%
Value ($000) $970 Shares 11,811 Est. Cost $76.09 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $954 Shares 52,296 Est. Cost $14.87 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $953 Shares 5,855 Est. Cost $226.67 Unrealized -22.1%
NUE NUCOR CORP 0.0%
Value ($000) $952 Shares 7,349 Est. Cost $177.23 Unrealized -34.8%
ECL ECOLAB INC 0.0%
Value ($000) $937 Shares 3,471 Est. Cost $181.39 Unrealized +39.1%
SAP SAP SE 0.0%
Value ($000) $906 Shares 2,978 Est. Cost $212.91 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $902 Shares 1,006 Est. Cost $713.77 Unrealized +4.9%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $901 Shares 40,765 Est. Cost $25.46 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $857 Shares 2,816 Est. Cost $248.40 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $854 Shares 6,268 Est. Cost $23.89 Unrealized +390.9%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $848 Shares 3,603 Est. Cost $202.06 Unrealized +6.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $847 Shares 8,057 Est. Cost $111.96 Unrealized -8.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $846 Shares 1,691 Est. Cost $455.28 Unrealized +6.8%
SCZ ISHARES TR 0.0%
Value ($000) $841 Shares 11,570 Est. Cost $61.71 Unrealized
FISV FISERV INC 0.0%
Value ($000) $838 Shares 4,859 Est. Cost $179.47 Unrealized +1.0%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $832 Shares 59,940 Est. Cost $7.55 Unrealized +20.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $818 Shares 2,376 Est. Cost $275.17 Unrealized +25.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $816 Shares 7,362 Est. Cost $74.08 Unrealized +40.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $808 Shares 2,000 Est. Cost $147.17 Unrealized +147.5%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $805 Shares 26,195 Est. Cost $26.58 Unrealized +5.7%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $790 Shares 1,942 Est. Cost $357.22 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $788 Shares 13,729 Est. Cost $0.05 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $787 Shares 1,025 Est. Cost $358.10 Unrealized +79.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $784 Shares 2,374 Est. Cost $285.36 Unrealized +11.4%
CB CHUBB LIMITED 0.0%
Value ($000) $777 Shares 2,682 Est. Cost $230.10 Unrealized +24.7%
INTC INTEL CORP 0.0%
Value ($000) $777 Shares 34,677 Est. Cost $33.48 Unrealized -38.1%
IWO ISHARES TR 0.0%
Value ($000) $764 Shares 2,674 Est. Cost $255.07 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $761 Shares 1,442 Est. Cost $410.86 Unrealized +20.9%
B BARRICK MNG CORP 0.0%
Value ($000) $758 Shares 36,382 Est. Cost $19.29 Unrealized 0.0%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $751 Shares 15,695 Est. Cost $47.79 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $739 Shares 8,715 Est. Cost $68.27 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $733 Shares 34,996 Est. Cost $18.44 Unrealized +20.1%
NOW SERVICENOW INC 0.0%
Value ($000) $723 Shares 704 Est. Cost $160.76 Unrealized +17.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $720 Shares 5,840 Est. Cost $98.46 Unrealized -5.3%
BLACKROCK CORE BD TR 0.0%
Value ($000) $719 Shares 74,017 Est. Cost $10.10 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $714 Shares 10,343 Est. Cost $105.55 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $707 Shares 8,113 Est. Cost $71.70 Unrealized +16.4%
IYM ISHARES TR 0.0%
Value ($000) $701 Shares 5,006 Est. Cost $138.16 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $701 Shares 8,580 Est. Cost $65.16 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $701 Shares 5,303 Est. Cost $123.74 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $692 Shares 36,782 Est. Cost $19.56 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $691 Shares 6,431 Est. Cost $92.31 Unrealized +8.6%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $690 Shares 19,164 Est. Cost $25.26 Unrealized +35.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $688 Shares 6,947 Est. Cost $83.04 Unrealized +14.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $687 Shares 10,936 Est. Cost $46.62 Unrealized +23.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $679 Shares 5,127 Est. Cost $101.05 Unrealized +29.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $663 Shares 12,795 Est. Cost $59.79 Unrealized -10.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $663 Shares 4,670 Est. Cost $117.39 Unrealized -7.3%
AOM ISHARES TR 0.0%
Value ($000) $658 Shares 14,285 Est. Cost $45.08 Unrealized
DOW DOW INC 0.0%
Value ($000) $656 Shares 24,790 Est. Cost $46.01 Unrealized -39.6%
IBTH ISHARES TR 0.0%
Value ($000) $653 Shares 29,022 Est. Cost $22.39 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $647 Shares 2,579 Est. Cost $202.37 Unrealized +12.2%
SE SEA LTD 0.0%
Value ($000) $645 Shares 4,031 Est. Cost $95.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $645 Shares 8,512 Est. Cost $74.59 Unrealized -4.7%
SRE SEMPRA 0.0%
Value ($000) $642 Shares 8,472 Est. Cost $66.74 Unrealized +8.8%
ORI OLD REP INTL CORP 0.0%
Value ($000) $639 Shares 16,631 Est. Cost $23.48 Unrealized +48.5%
GSK GSK PLC 0.0%
Value ($000) $638 Shares 16,626 Est. Cost $35.55 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $637 Shares 794 Est. Cost $769.29 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $636 Shares 9,276 Est. Cost $30.67 Unrealized -11.0%
VEGI ISHARES INC 0.0%
Value ($000) $633 Shares 15,720 Est. Cost $38.19 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $618 Shares 4,017 Est. Cost $119.28 Unrealized +24.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $607 Shares 9,921 Est. Cost $43.76 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $602 Shares 17,887 Est. Cost $33.63 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $599 Shares 7,480 Est. Cost $80.11 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $598 Shares 2,103 Est. Cost $231.56 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $594 Shares 5,112 Est. Cost $91.05 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $588 Shares 18,495 Est. Cost $40.20 Unrealized -22.3%
UNILEVER PLC 0.0%
Value ($000) $587 Shares 9,602 Est. Cost $54.16 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $585 Shares 9,952 Est. Cost $58.49 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $583 Shares 8,335 Est. Cost $67.87 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $582 Shares 1,539 Est. Cost $220.68 Unrealized +45.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $581 Shares 2,269 Est. Cost $204.04 Unrealized +14.2%
BP BP PLC 0.0%
Value ($000) $579 Shares 19,340 Est. Cost $35.83 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $578 Shares 6,305 Est. Cost $91.78 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $576 Shares 1,306 Est. Cost $421.37 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $572 Shares 8,989 Est. Cost $54.60 Unrealized +9.7%
USFR WISDOMTREE TR 0.0%
Value ($000) $570 Shares 11,332 Est. Cost $50.29 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $567 Shares 13,415 Est. Cost $42.28 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $566 Shares 4,459 Est. Cost $93.08 Unrealized +32.0%
NVS NOVARTIS AG 0.0%
Value ($000) $560 Shares 4,630 Est. Cost $100.38 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $555 Shares 16,003 Est. Cost $34.67 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $555 Shares 2,327 Est. Cost $187.33 Unrealized +10.0%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $553 Shares 3,840 Est. Cost $76.67 Unrealized +51.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $535 Shares 2,916 Est. Cost $155.49 Unrealized +9.6%
SOHO HOUSE & CO INC 0.0%
Value ($000) $533 Shares 72,474 Est. Cost $6.39 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $533 Shares 1,990 Est. Cost $227.96 Unrealized +14.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $532 Shares 1,849 Est. Cost $235.59 Unrealized +5.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $532 Shares 969 Est. Cost $569.46 Unrealized -7.5%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $532 Shares 8,754 Est. Cost $42.56 Unrealized
CSX CSX CORP 0.0%
Value ($000) $529 Shares 16,213 Est. Cost $32.02 Unrealized -7.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $523 Shares 7,485 Est. Cost $61.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $519 Shares 3,846 Est. Cost $136.59 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $518 Shares 10,774 Est. Cost $66.29 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $514 Shares 1,606 Est. Cost $313.61 Unrealized +4.4%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $514 Shares 7,611 Est. Cost $62.50 Unrealized +6.6%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $511 Shares 9,478 Est. Cost $52.75 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $508 Shares 1,005 Est. Cost $368.86 Unrealized +25.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $506 Shares 1,320 Est. Cost $342.97 Unrealized +4.6%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $506 Shares 12,091 Est. Cost $35.88 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $502 Shares 1,926 Est. Cost $229.43 Unrealized +11.6%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $498 Shares 9,566 Est. Cost $45.34 Unrealized +25.5%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $485 Shares 5,855 Est. Cost $82.59 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $483 Shares 1,691 Est. Cost $258.27 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $482 Shares 690 Est. Cost $560.34 Unrealized +12.1%
TRP TC ENERGY CORP 0.0%
Value ($000) $478 Shares 9,791 Est. Cost $34.28 Unrealized +41.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $476 Shares 4,155 Est. Cost $75.98 Unrealized +29.1%
FTV FORTIVE CORP 0.0%
Value ($000) $473 Shares 9,069 Est. Cost $60.21 Unrealized -13.3%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $458 Shares 9,108 Est. Cost $48.35 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $458 Shares 1,857 Est. Cost $164.28 Unrealized +22.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $457 Shares 5,430 Est. Cost $57.61 Unrealized +37.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $456 Shares 2,364 Est. Cost $174.47 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $455 Shares 10,829 Est. Cost $44.70 Unrealized -7.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $454 Shares 2,478 Est. Cost $155.50 Unrealized +1.3%
CTAS CINTAS CORP 0.0%
Value ($000) $453 Shares 2,032 Est. Cost $187.55 Unrealized +14.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $452 Shares 3,800 Est. Cost $47.96 Unrealized +140.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $445 Shares 10,272 Est. Cost $37.95 Unrealized -0.7%
NEM NEWMONT CORP 0.0%
Value ($000) $443 Shares 7,611 Est. Cost $39.70 Unrealized +33.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $438 Shares 5,421 Est. Cost $131.34 Unrealized -51.5%
IBDU ISHARES TR 0.0%
Value ($000) $437 Shares 18,737 Est. Cost $23.33 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $432 Shares 1,232 Est. Cost $325.51 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $430 Shares 49,537 Est. Cost $8.60 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $429 Shares 4,755 Est. Cost $89.40 Unrealized +2.0%
XYLD GLOBAL X FDS 0.0%
Value ($000) $425 Shares 10,916 Est. Cost $40.26 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $425 Shares 14,023 Est. Cost $33.60 Unrealized -10.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $422 Shares 1,937 Est. Cost $142.86 Unrealized +43.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $422 Shares 7,512 Est. Cost $57.33 Unrealized -11.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $418 Shares 6,174 Est. Cost $80.71 Unrealized -22.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $418 Shares 4,119 Est. Cost $83.19 Unrealized 0.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $409 Shares 19,781 Est. Cost $20.45 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $401 Shares 5,127 Est. Cost $69.67 Unrealized +7.0%
STT STATE STR CORP 0.0%
Value ($000) $401 Shares 3,768 Est. Cost $69.56 Unrealized +30.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $397 Shares 34,647 Est. Cost $9.22 Unrealized +1.2%
TGT TARGET CORP 0.0%
Value ($000) $391 Shares 3,962 Est. Cost $117.52 Unrealized -20.6%
COKE COCA COLA CONS INC 0.0%
Value ($000) $386 Shares 3,454 Est. Cost $115.01 Unrealized +4.3%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $385 Shares 989 Est. Cost $432.85 Unrealized -8.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $385 Shares 8,616 Est. Cost $39.25 Unrealized +13.9%
IWN ISHARES TR 0.0%
Value ($000) $382 Shares 2,422 Est. Cost $165.03 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $377 Shares 4,541 Est. Cost $89.46 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $376 Shares 6,098 Est. Cost $68.61 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $373 Shares 5,722 Est. Cost $69.63 Unrealized -13.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $369 Shares 32,133 Est. Cost $18.62 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $366 Shares 1,527 Est. Cost $237.39 Unrealized +2.6%
IEF ISHARES TR 0.0%
Value ($000) $366 Shares 3,820 Est. Cost $94.50 Unrealized
FPAS INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $365 Shares 14,375 Est. Cost $25.38 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $362 Shares 16,618 Est. Cost $22.20 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $357 Shares 1,158 Est. Cost $282.07 Unrealized -3.7%
MET METLIFE INC 0.0%
Value ($000) $350 Shares 4,350 Est. Cost $59.97 Unrealized +26.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $348 Shares 7,362 Est. Cost $42.30 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $348 Shares 3,242 Est. Cost $82.81 Unrealized +22.2%
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $346 Shares 4,681 Est. Cost $73.99 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $345 Shares 132 Est. Cost $1565.73 Unrealized +49.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $337 Shares 4,955 Est. Cost $58.87 Unrealized +15.2%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $337 Shares 1,366 Est. Cost $197.97 Unrealized +23.8%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $333 Shares 15,500 Est. Cost $18.22 Unrealized +16.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $333 Shares 4,500 Est. Cost $78.55 Unrealized -11.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $333 Shares 613 Est. Cost $454.14 Unrealized +15.1%
NI NISOURCE INC 0.0%
Value ($000) $333 Shares 8,252 Est. Cost $32.60 Unrealized +18.4%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $332 Shares 1,463 Est. Cost $210.37 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $332 Shares 5,625 Est. Cost $50.99 Unrealized +26.7%
IBB ISHARES TR 0.0%
Value ($000) $325 Shares 2,571 Est. Cost $131.99 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $324 Shares 5,735 Est. Cost $92.20 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $321 Shares 3,864 Est. Cost $71.27 Unrealized +14.0%
UBS UBS GROUP AG 0.0%
Value ($000) $318 Shares 9,405 Est. Cost $29.04 Unrealized +6.5%
CPNG COUPANG INC 0.0%
Value ($000) $310 Shares 10,357 Est. Cost $21.96 Unrealized +16.6%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $309 Shares 9,176 Est. Cost $24.95 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $308 Shares 6,971 Est. Cost $40.72 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $308 Shares 2,775 Est. Cost $78.58 Unrealized
STNC HENNESSY FDS TR 0.0%
Value ($000) $307 Shares 9,959 Est. Cost $30.00 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $307 Shares 291 Est. Cost $205.72 Unrealized +97.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $306 Shares 2,590 Est. Cost $118.56 Unrealized -6.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $302 Shares 8,941 Est. Cost $46.75 Unrealized -27.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $301 Shares 961 Est. Cost $236.14 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $298 Shares 27,450 Est. Cost $9.91 Unrealized -0.4%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $295 Shares 4,346 Est. Cost $69.02 Unrealized 0.0%
FNWD FINWARD BANCORP 0.0%
Value ($000) $295 Shares 10,667 Est. Cost $20.63 Unrealized +42.1%
PCAR PACCAR INC 0.0%
Value ($000) $290 Shares 3,053 Est. Cost $102.17 Unrealized -11.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $289 Shares 2,066 Est. Cost $110.44 Unrealized +14.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $288 Shares 2,353 Est. Cost $113.41 Unrealized -10.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $287 Shares 535 Est. Cost $478.19 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $284 Shares 2,201 Est. Cost $112.98 Unrealized +16.6%
O REALTY INCOME CORP 0.0%
Value ($000) $284 Shares 4,923 Est. Cost $54.50 Unrealized -0.1%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $283 Shares 3,147 Est. Cost $84.09 Unrealized 0.0%
ITA ISHARES TR 0.0%
Value ($000) $281 Shares 1,490 Est. Cost $149.64 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $280 Shares 1,163 Est. Cost $240.33 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $279 Shares 7,112 Est. Cost $39.11 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $278 Shares 5,652 Est. Cost $48.32 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $278 Shares 624 Est. Cost $437.14 Unrealized +5.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $274 Shares 1,704 Est. Cost $117.79 Unrealized +29.7%
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $274 Shares 8,050 Est. Cost $32.09 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $272 Shares 1,127 Est. Cost $220.44 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $272 Shares 3,356 Est. Cost $73.66 Unrealized
COR CENCORA INC 0.0%
Value ($000) $271 Shares 905 Est. Cost $250.43 Unrealized +14.5%
PPG PPG INDS INC 0.0%
Value ($000) $271 Shares 2,382 Est. Cost $106.34 Unrealized 0.0%
MNDY MONDAY COM LTD 0.0%
Value ($000) $271 Shares 862 Est. Cost $214.00 Unrealized +30.1%
CMI CUMMINS INC 0.0%
Value ($000) $271 Shares 826 Est. Cost $337.63 Unrealized -9.5%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $268 Shares 967 Est. Cost $276.94 Unrealized
PTLO PORTILLOS INC 0.0%
Value ($000) $266 Shares 22,815 Est. Cost $14.12 Unrealized -18.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $265 Shares 3,424 Est. Cost $62.28 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $265 Shares 2,052 Est. Cost $147.13 Unrealized -16.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $262 Shares 5,332 Est. Cost $30.24 Unrealized +55.6%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $262 Shares 2,368 Est. Cost $92.47 Unrealized +7.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $260 Shares 3,367 Est. Cost $74.89 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $258 Shares 2,828 Est. Cost $80.16 Unrealized +15.1%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $256 Shares 3,738 Est. Cost $58.28 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $254 Shares 4,357 Est. Cost $52.10 Unrealized +7.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $254 Shares 498 Est. Cost $433.57 Unrealized 0.0%
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $252 Shares 16,923 Est. Cost $4.72 Unrealized +163.0%
HLN HALEON PLC 0.0%
Value ($000) $252 Shares 24,297 Est. Cost $9.17 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $251 Shares 4,296 Est. Cost $74.46 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $248 Shares 10,515 Est. Cost $20.90 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $241 Shares 7,660 Est. Cost $29.57 Unrealized +1.4%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $240 Shares 2,501 Est. Cost $92.42 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $239 Shares 485 Est. Cost $353.66 Unrealized +31.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $237 Shares 676 Est. Cost $233.78 Unrealized 0.0%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $235 Shares 10,400 Est. Cost $22.13 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $235 Shares 2,572 Est. Cost $109.66 Unrealized -12.5%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $234 Shares 2,406 Est. Cost $78.86 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $233 Shares 1,346 Est. Cost $173.32 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $231 Shares 2,291 Est. Cost $86.59 Unrealized +11.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $229 Shares 1,884 Est. Cost $136.33 Unrealized -13.6%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $227 Shares 1,214 Est. Cost $171.19 Unrealized +12.3%
LFUS LITTELFUSE INC 0.0%
Value ($000) $227 Shares 1,000 Est. Cost $197.22 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $227 Shares 3,410 Est. Cost $61.32 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $226 Shares 912 Est. Cost $248.21 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $223 Shares 11,447 Est. Cost $19.30 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $219 Shares 1,002 Est. Cost $217.29 Unrealized +2.7%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $218 Shares 18,715 Est. Cost $4.56 Unrealized +99.1%
UMH UMH PPTYS INC 0.0%
Value ($000) $217 Shares 12,913 Est. Cost $16.34 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $217 Shares 15,802 Est. Cost $10.47 Unrealized +14.4%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $216 Shares 3,988 Est. Cost $53.25 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $216 Shares 2,712 Est. Cost $70.25 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $215 Shares 10,540 Est. Cost $31.43 Unrealized -34.6%
EQIX EQUINIX INC 0.0%
Value ($000) $212 Shares 265 Est. Cost $808.89 Unrealized +3.3%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $211 Shares 2,662 Est. Cost $79.28 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $205 Shares 3,555 Est. Cost $49.76 Unrealized 0.0%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $202 Shares 2,007 Est. Cost $100.81 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $202 Shares 1,935 Est. Cost $104.51 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $202 Shares 716 Est. Cost $271.82 Unrealized -1.4%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $200 Shares 3,133 Est. Cost $66.60 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $184 Shares 76,200 Est. Cost $4.81 Unrealized
BCAL CALIFORNIA BANCORP 0.0%
Value ($000) $168 Shares 10,668 Est. Cost $14.92 Unrealized -5.0%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $165 Shares 31,461 Est. Cost $6.27 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $151 Shares 13,556 Est. Cost $11.13 Unrealized
DUOT DUOS TECHNOLOGIES GROUP INC 0.0%
Value ($000) $134 Shares 18,760 Est. Cost $3.52 Unrealized +95.6%
MAMA MAMAS CREATIONS INC 0.0%
Value ($000) $133 Shares 16,000 Est. Cost $7.97 Unrealized -9.6%
LIEN CHICAGO ATLANTIC BDC INC 0.0%
Value ($000) $129 Shares 12,433 Est. Cost $9.38 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $128 Shares 14,328 Est. Cost $10.68 Unrealized -23.2%
POCI PRECISION OPTICS CORP INC MA 0.0%
Value ($000) $114 Shares 23,364 Est. Cost $6.04 Unrealized -27.3%
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $113 Shares 11,600 Est. Cost $9.79 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $113 Shares 26,521 Est. Cost $3.46 Unrealized
CMBT CMB.TECH NV 0.0%
Value ($000) $102 Shares 11,336 Est. Cost $12.73 Unrealized -28.3%
ABEV AMBEV SA 0.0%
Value ($000) $97 Shares 40,270 Est. Cost $2.33 Unrealized
NRGV ENERGY VAULT HOLDINGS INC 0.0%
Value ($000) $90 Shares 125,000 Est. Cost $1.64 Unrealized -50.6%
CSBR CHAMPIONS ONCOLOGY INC 0.0%
Value ($000) $88 Shares 12,000 Est. Cost $5.86 Unrealized +20.4%
ICCC IMMUCELL CORP 0.0%
Value ($000) $85 Shares 12,178 Est. Cost $4.43 Unrealized +31.6%
TDUP THREDUP INC 0.0%
Value ($000) $80 Shares 10,693 Est. Cost $2.60 Unrealized +126.1%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $74 Shares 13,000 Est. Cost $11.35 Unrealized -43.2%
BRFH BARFRESH FOOD GROUP INC 0.0%
Value ($000) $73 Shares 21,398 Est. Cost $1.69 Unrealized +57.6%
NSPR INSPIREMD INC 0.0%
Value ($000) $68 Shares 30,000 Est. Cost $2.88 Unrealized -13.5%
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value ($000) $62 Shares 13,709 Est. Cost $4.29 Unrealized
NEPH NEPHROS INC 0.0%
Value ($000) $56 Shares 13,800 Est. Cost $2.15 Unrealized +23.7%
DOUG DOUGLAS ELLIMAN INC 0.0%
Value ($000) $43 Shares 18,500 Est. Cost $1.71 Unrealized +24.6%
KLXE KLX ENERGY SERVICS HOLDNGS I 0.0%
Value ($000) $41 Shares 22,000 Est. Cost $4.97 Unrealized -58.2%
KRMD KORU MEDICAL SYSTEMS INC 0.0%
Value ($000) $39 Shares 10,959 Est. Cost $2.38 Unrealized +19.3%
MFS HIGH YIELD MUN TR 0.0%
Value ($000) $38 Shares 11,340 Est. Cost $3.32 Unrealized
INTENSITY THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 110,000 Est. Cost $1.97 Unrealized
LIQT LIQTECH INTL INC 0.0%
Value ($000) $22 Shares 13,754 Est. Cost $3.57 Unrealized -56.5%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.30 Unrealized -22.8%
VXRT VAXART INC 0.0%
Value ($000) $9 Shares 20,000 Est. Cost $0.85 Unrealized -48.9%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 11,800 Est. Cost $0.73 Unrealized -19.0%
WALLBOX NV 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $1.32 Unrealized