Carr Financial Group Corp Diversified Active

CIK: 0001931232 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 8, 2025

Total Value ($000): $364,204 (100.0% shares, 0.0% debt)

Holdings (188)

BND VANGUARD BD INDEX FDS 8.5%
Value ($000) $30,969 Shares 416,423 Est. Cost $72.83 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 7.1%
Value ($000) $25,740 Shares 119,281 Est. Cost $187.99 Unrealized
IQLT ISHARES TR 6.9%
Value ($000) $25,028 Shares 566,384 Est. Cost $42.00 Unrealized
EMXC ISHARES INC 5.6%
Value ($000) $20,271 Shares 300,268 Est. Cost $60.73 Unrealized
VTI VANGUARD INDEX FDS 4.5%
Value ($000) $16,324 Shares 49,744 Est. Cost $213.75 Unrealized
GLD SPDR GOLD TR 4.3%
Value ($000) $15,574 Shares 43,813 Est. Cost $289.73 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 3.7%
Value ($000) $13,588 Shares 209,043 Est. Cost $61.47 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $10,783 Shares 165,238 Est. Cost $84.11 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $10,648 Shares 17,736 Est. Cost $351.64 Unrealized
AVUV AMERICAN CENTY ETF TR 1.8%
Value ($000) $6,684 Shares 67,157 Est. Cost $92.87 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $6,101 Shares 106,064 Est. Cost $54.26 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $6,066 Shares 32,510 Est. Cost $100.21 Unrealized +73.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $5,691 Shares 10,988 Est. Cost $263.85 Unrealized +92.8%
MGK VANGUARD WORLD FD 1.5%
Value ($000) $5,390 Shares 13,394 Est. Cost $321.06 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $5,105 Shares 20,050 Est. Cost $157.21 Unrealized +43.5%
BIL SPDR SERIES TRUST 1.3%
Value ($000) $4,860 Shares 52,967 Est. Cost $91.71 Unrealized
VB VANGUARD INDEX FDS 1.3%
Value ($000) $4,749 Shares 18,677 Est. Cost $222.57 Unrealized
SCHX SCHWAB STRATEGIC TR 1.3%
Value ($000) $4,623 Shares 175,506 Est. Cost $31.61 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $4,353 Shares 19,826 Est. Cost $130.37 Unrealized +73.6%
TLH ISHARES TR 1.1%
Value ($000) $4,159 Shares 40,379 Est. Cost $103.81 Unrealized
USMV ISHARES TR 1.0%
Value ($000) $3,773 Shares 39,662 Est. Cost $81.95 Unrealized
ITOT ISHARES TR 1.0%
Value ($000) $3,549 Shares 24,368 Est. Cost $93.78 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $3,052 Shares 3,999 Est. Cost $418.74 Unrealized +77.3%
QUAL ISHARES TR 0.8%
Value ($000) $2,961 Shares 15,226 Est. Cost $118.84 Unrealized
VSGX VANGUARD WORLD FD 0.8%
Value ($000) $2,853 Shares 41,134 Est. Cost $55.83 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $2,724 Shares 11,186 Est. Cost $132.70 Unrealized +58.2%
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $2,710 Shares 45,222 Est. Cost $44.51 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $2,475 Shares 23,947 Est. Cost $99.60 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $2,467 Shares 29,737 Est. Cost $81.99 Unrealized
BILS SPDR SERIES TRUST 0.7%
Value ($000) $2,460 Shares 24,718 Est. Cost $99.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $2,459 Shares 43,066 Est. Cost $55.27 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,264 Shares 16,060 Est. Cost $111.89 Unrealized
DGRO ISHARES TR 0.6%
Value ($000) $2,246 Shares 32,997 Est. Cost $55.68 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $2,215 Shares 26,826 Est. Cost $60.15 Unrealized
FLRN SPDR SERIES TRUST 0.6%
Value ($000) $2,156 Shares 69,864 Est. Cost $30.84 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $2,146 Shares 6,803 Est. Cost $165.26 Unrealized +79.1%
AVGO BROADCOM INC 0.6%
Value ($000) $2,099 Shares 6,362 Est. Cost $159.74 Unrealized +91.4%
SUB ISHARES TR 0.6%
Value ($000) $2,090 Shares 19,574 Est. Cost $105.14 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,030 Shares 25,393 Est. Cost $76.70 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,852 Shares 4,165 Est. Cost $260.06 Unrealized +33.4%
WINN HARBOR ETF TRUST 0.5%
Value ($000) $1,824 Shares 58,527 Est. Cost $30.76 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,824 Shares 8,907 Est. Cost $147.85 Unrealized +22.3%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,715 Shares 7,053 Est. Cost $110.94 Unrealized +88.6%
IBHF ISHARES TR 0.5%
Value ($000) $1,652 Shares 70,646 Est. Cost $23.22 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,622 Shares 4,884 Est. Cost $148.46 Unrealized +113.2%
AGG ISHARES TR 0.4%
Value ($000) $1,599 Shares 15,946 Est. Cost $99.24 Unrealized
ISHARES TR 0.4%
Value ($000) $1,577 Shares 67,906 Est. Cost $23.25 Unrealized
SHYG ISHARES TR 0.4%
Value ($000) $1,511 Shares 34,901 Est. Cost $42.20 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,508 Shares 2 Est. Cost $448761.72 Unrealized +62.0%
IJR ISHARES TR 0.4%
Value ($000) $1,451 Shares 12,210 Est. Cost $98.78 Unrealized
EEMV ISHARES INC 0.4%
Value ($000) $1,446 Shares 22,649 Est. Cost $53.62 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,442 Shares 1,964 Est. Cost $484.25 Unrealized +53.5%
PPA INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,423 Shares 9,152 Est. Cost $78.87 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,348 Shares 13,076 Est. Cost $63.90 Unrealized +55.3%
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $1,274 Shares 12,537 Est. Cost $84.64 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,259 Shares 22,547 Est. Cost $44.05 Unrealized
IUSV ISHARES TR 0.3%
Value ($000) $1,249 Shares 12,500 Est. Cost $72.90 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,193 Shares 5,155 Est. Cost $139.16 Unrealized +45.1%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,158 Shares 11,860 Est. Cost $101.18 Unrealized +2.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,155 Shares 963 Est. Cost $40.98 Unrealized +197.9%
HD HOME DEPOT INC 0.3%
Value ($000) $1,109 Shares 2,738 Est. Cost $291.32 Unrealized +33.6%
ESGD ISHARES TR 0.3%
Value ($000) $1,094 Shares 11,763 Est. Cost $70.39 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,066 Shares 1,152 Est. Cost $699.45 Unrealized +36.8%
MUB ISHARES TR 0.3%
Value ($000) $1,065 Shares 10,000 Est. Cost $104.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,015 Shares 2,019 Est. Cost $349.01 Unrealized +38.8%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $1,013 Shares 7,562 Est. Cost $83.56 Unrealized +26.3%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $970 Shares 9,899 Est. Cost $73.34 Unrealized +27.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $964 Shares 1,695 Est. Cost $355.14 Unrealized +61.5%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $942 Shares 6,465 Est. Cost $88.97 Unrealized +44.7%
CRM SALESFORCE INC 0.2%
Value ($000) $881 Shares 3,715 Est. Cost $153.54 Unrealized +63.8%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $877 Shares 1,157 Est. Cost $284.03 Unrealized +158.8%
EFAV ISHARES TR 0.2%
Value ($000) $859 Shares 10,128 Est. Cost $84.10 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $855 Shares 3,031 Est. Cost $248.24 Unrealized +15.4%
MBB ISHARES TR 0.2%
Value ($000) $846 Shares 8,894 Est. Cost $93.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $843 Shares 2,988 Est. Cost $186.54 Unrealized +39.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $805 Shares 1,209 Est. Cost $477.05 Unrealized
HIMU BLACKROCK ETF TRUST II 0.2%
Value ($000) $753 Shares 15,303 Est. Cost $49.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $748 Shares 4,623 Est. Cost $102.16 Unrealized +58.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $747 Shares 2,674 Est. Cost $74.94 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $721 Shares 7,191 Est. Cost $100.04 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $712 Shares 3,543 Est. Cost $149.15 Unrealized +31.2%
NOW SERVICENOW INC 0.2%
Value ($000) $709 Shares 770 Est. Cost $157.38 Unrealized +18.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $704 Shares 1,410 Est. Cost $425.37 Unrealized +5.4%
LIN LINDE PLC 0.2%
Value ($000) $677 Shares 1,424 Est. Cost $322.30 Unrealized +46.0%
ETN EATON CORP PLC 0.2%
Value ($000) $667 Shares 1,782 Est. Cost $146.94 Unrealized +147.2%
ASML ASML HOLDING N V 0.2%
Value ($000) $658 Shares 680 Est. Cost $613.87 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $641 Shares 3,831 Est. Cost $88.55 Unrealized +74.2%
FV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $637 Shares 10,289 Est. Cost $54.76 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $636 Shares 11,800 Est. Cost $43.74 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $626 Shares 7,000 Est. Cost $89.37 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $621 Shares 5,583 Est. Cost $111.22 Unrealized
GSK GSK PLC 0.2%
Value ($000) $612 Shares 14,175 Est. Cost $35.66 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $610 Shares 1,471 Est. Cost $278.18 Unrealized +39.7%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $546 Shares 101 Est. Cost $2295.50 Unrealized +142.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $539 Shares 2,907 Est. Cost $156.47 Unrealized +8.3%
PEP PEPSICO INC 0.1%
Value ($000) $534 Shares 3,804 Est. Cost $161.57 Unrealized -13.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $527 Shares 10,221 Est. Cost $30.04 Unrealized +60.9%
ABT ABBOTT LABS 0.1%
Value ($000) $520 Shares 3,880 Est. Cost $98.79 Unrealized +32.2%
ORCL ORACLE CORP 0.1%
Value ($000) $518 Shares 1,842 Est. Cost $167.34 Unrealized +51.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $484 Shares 7,074 Est. Cost $43.68 Unrealized +54.3%
ESML ISHARES TR 0.1%
Value ($000) $477 Shares 10,590 Est. Cost $36.52 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $470 Shares 2,520 Est. Cost $146.77 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $469 Shares 1,110 Est. Cost $221.44 Unrealized +71.9%
XYL XYLEM INC 0.1%
Value ($000) $467 Shares 3,169 Est. Cost $105.40 Unrealized +31.0%
VCEB VANGUARD WORLD FD 0.1%
Value ($000) $463 Shares 7,216 Est. Cost $60.80 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $460 Shares 3,180 Est. Cost $73.55 Unrealized +79.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $459 Shares 4,134 Est. Cost $70.71 Unrealized +58.8%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $452 Shares 4,112 Est. Cost $60.17 Unrealized +77.6%
NUSC NUSHARES ETF TR 0.1%
Value ($000) $446 Shares 10,115 Est. Cost $41.59 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $442 Shares 7,691 Est. Cost $51.36 Unrealized
V VISA INC 0.1%
Value ($000) $440 Shares 1,290 Est. Cost $212.00 Unrealized +62.8%
BLK BLACKROCK INC 0.1%
Value ($000) $427 Shares 366 Est. Cost $985.40 Unrealized +12.5%
MRK MERCK & CO INC 0.1%
Value ($000) $426 Shares 5,073 Est. Cost $93.67 Unrealized -13.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $424 Shares 864 Est. Cost $341.36 Unrealized +49.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 873 Est. Cost $249.44 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $409 Shares 5,634 Est. Cost $61.87 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $400 Shares 1,138 Est. Cost $192.45 Unrealized +78.8%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $398 Shares 1,353 Est. Cost $285.11 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $396 Shares 2,575 Est. Cost $138.53 Unrealized +11.8%
SNY SANOFI SA 0.1%
Value ($000) $395 Shares 8,367 Est. Cost $48.43 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $391 Shares 1,921 Est. Cost $176.31 Unrealized +8.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $375 Shares 1,234 Est. Cost $254.63 Unrealized +18.4%
NVS NOVARTIS AG 0.1%
Value ($000) $375 Shares 2,923 Est. Cost $90.72 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $374 Shares 5,594 Est. Cost $63.35 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $374 Shares 1,383 Est. Cost $150.96 Unrealized +78.8%
SUSC ISHARES TR 0.1%
Value ($000) $372 Shares 15,785 Est. Cost $22.49 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $371 Shares 466 Est. Cost $580.84 Unrealized +26.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $365 Shares 752 Est. Cost $525.54 Unrealized -11.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $362 Shares 1,973 Est. Cost $156.83 Unrealized +23.2%
MMM 3M CO 0.1%
Value ($000) $358 Shares 2,304 Est. Cost $94.98 Unrealized +61.2%
IBHG ISHARES TR 0.1%
Value ($000) $353 Shares 15,716 Est. Cost $22.49 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $352 Shares 7,591 Est. Cost $38.84 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $348 Shares 1,333 Est. Cost $199.44 Unrealized +29.0%
GE GE AEROSPACE 0.1%
Value ($000) $345 Shares 1,146 Est. Cost $218.59 Unrealized +24.8%
PKB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $344 Shares 3,595 Est. Cost $53.84 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $343 Shares 1,630 Est. Cost $178.63 Unrealized +15.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $341 Shares 7,767 Est. Cost $33.70 Unrealized +26.1%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $328 Shares 778 Est. Cost $389.75 Unrealized +9.5%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $323 Shares 1,702 Est. Cost $165.85 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $322 Shares 1,120 Est. Cost $199.50 Unrealized +33.7%
DE DEERE & CO 0.1%
Value ($000) $314 Shares 686 Est. Cost $396.63 Unrealized +23.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $313 Shares 629 Est. Cost $541.07 Unrealized -1.8%
WELL WELLTOWER INC 0.1%
Value ($000) $311 Shares 1,748 Est. Cost $95.03 Unrealized +72.0%
KBWP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $304 Shares 2,458 Est. Cost $119.67 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $302 Shares 3,959 Est. Cost $76.41 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $300 Shares 617 Est. Cost $346.35 Unrealized +54.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $298 Shares 1,402 Est. Cost $131.88 Unrealized +65.2%
RY ROYAL BK CDA 0.1%
Value ($000) $297 Shares 2,014 Est. Cost $88.10 Unrealized +56.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $295 Shares 3,303 Est. Cost $89.28 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $278 Shares 934 Est. Cost $260.81 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $275 Shares 4,165 Est. Cost $56.02 Unrealized +9.6%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $273 Shares 3,711 Est. Cost $65.30 Unrealized
T AT&T INC 0.1%
Value ($000) $271 Shares 9,599 Est. Cost $18.88 Unrealized +48.7%
KO COCA COLA CO 0.1%
Value ($000) $268 Shares 4,034 Est. Cost $59.90 Unrealized +13.4%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $266 Shares 860 Est. Cost $300.20 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $262 Shares 376 Est. Cost $561.86 Unrealized +24.5%
BX BLACKSTONE INC 0.1%
Value ($000) $256 Shares 1,500 Est. Cost $169.47 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $252 Shares 683 Est. Cost $343.83 Unrealized +11.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $251 Shares 1,801 Est. Cost $134.96 Unrealized
SYM SYMBOTIC INC 0.1%
Value ($000) $248 Shares 4,600 Est. Cost $50.54 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $246 Shares 3,881 Est. Cost $57.68 Unrealized +0.2%
ECL ECOLAB INC 0.1%
Value ($000) $246 Shares 897 Est. Cost $150.99 Unrealized +79.0%
ARW ARROW ELECTRS INC 0.1%
Value ($000) $242 Shares 2,000 Est. Cost $103.20 Unrealized +21.9%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $239 Shares 1,731 Est. Cost $119.71 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $238 Shares 1,680 Est. Cost $101.32 Unrealized +27.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $237 Shares 2,099 Est. Cost $107.29 Unrealized +2.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $236 Shares 674 Est. Cost $282.18 Unrealized +21.7%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $235 Shares 3,063 Est. Cost $67.35 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $232 Shares 2,289 Est. Cost $94.11 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $232 Shares 829 Est. Cost $180.24 Unrealized +47.5%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $231 Shares 377 Est. Cost $568.03 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $230 Shares 2,331 Est. Cost $86.47 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $230 Shares 1,009 Est. Cost $223.02 Unrealized 0.0%
UNILEVER PLC 0.1%
Value ($000) $228 Shares 3,846 Est. Cost $50.35 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $228 Shares 1,831 Est. Cost $114.51 Unrealized +10.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $220 Shares 5,621 Est. Cost $59.03 Unrealized -23.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $218 Shares 358 Est. Cost $563.27 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $218 Shares 1,098 Est. Cost $221.87 Unrealized -10.6%
WAB WABTEC 0.1%
Value ($000) $215 Shares 1,073 Est. Cost $191.67 Unrealized +2.8%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $210 Shares 2,497 Est. Cost $73.50 Unrealized 0.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $210 Shares 643 Est. Cost $278.85 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $207 Shares 1,748 Est. Cost $118.44 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $204 Shares 709 Est. Cost $295.55 Unrealized -0.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $204 Shares 1,211 Est. Cost $170.70 Unrealized +4.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $204 Shares 331 Est. Cost $605.52 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $83 Shares 35,722 Est. Cost $1.00 Unrealized +70.0%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $70 Shares 14,150 Est. Cost $4.80 Unrealized 0.0%
CHRS COHERUS ONCOLOGY INC 0.0%
Value ($000) $58 Shares 35,195 Est. Cost $2.68 Unrealized -58.5%